A grand-total cell is its displayed amount like any other: under a column
it is that column's values, and inside a filtered pivot it is what the
filter leaves. Its slice can therefore be {}, which is accepted only
alongside a non-empty scope -- without one it would be the whole version,
and is still refused on both sides. buildWhereAny reads a union containing
{} as TRUE, the scope ANDed on afterwards. The panel names it "Total".
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Forecast and Total selected differed only in weight, and the Total line's
running figure was bold either way, so neither read as the target. The
basis row is now tinted and tagged, and clicking either row selects it.
Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
The stepper's middle is sized to the axis's longest level rather than the
current one, and Save and the dirty dot keep their slots while hidden, so
nothing shifts under the cursor.
Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
Each axis's depth stepper is now one joined control, styled like the
operation panel's Scale | Recode | Clone, so the arrows are visible and
tell enabled from disabled in dark mode. The Total checkboxes become
toggle chips beside their stepper. Operations shows its open state as
pressed rather than relabelling to a blue "Hide panel", keeping blue
for actions. The zone boxes are gone; the gap between the zones already
separates them. The layout name gets more room before it truncates.
color-scheme: dark on the dark palette fixes native controls app-wide.
Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
Both named an adjustment by its label first. Every log entry now carries
a label -- adjustments all get the version's adjustment segment -- so every
adjustment fell under that one name and no tag was ever shown.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The chart's text and rules were hex literals, so in dark mode the value
labels stayed dark grey on the dark panel. They now follow the theme.
The panel drags by its header and is no longer modal: the backdrop passes
clicks through, so the pivot stays usable while the bridge is open, and
Escape closes it.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
date_offset moves the put-back leg of a recode while the negative leg
stays put, so a shifted recode is a timing move (pull forward, push
out); with a shift, set may be empty. Period dimensions on the moved
rows are re-derived from pf.dim_period against the shifted date, except
where the date is null, where the existing label is kept. No shift, no
derivation: a plain recode is unchanged.
The Recode form gets the same "Shift dates" field as Clone, blank by
default and cleared after each post.
Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
Direction was a prop, which only moved the clipping around: the panel is
an overflow-auto box, so a popover below a setting near the bottom is
cut by the dock's edge and one above a control near the top is cut by
its top. The box is `fixed` now, placed from the icon's own rect, so it
leaves the dock altogether -- it prefers up everywhere and flips down
only when the window itself has no room above. Scrolling closes it,
since a fixed box cannot follow its anchor.
Drops the dir prop and the `Change` icon's downward special case.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Opening downward put the popover under controls that already sit low in
a scrolling dock, so the dock's edge cut it off. Up is the default now;
`dir="down"` is for the few at the top of the panel, where up is the
clipped direction.
Scale, recode and clone each get one, and so does Post -- the three
controls that actually change the version were the three with no
explanation anywhere. They say what happens to the numbers and what is
left alone: that scale writes the difference as new rows rather than
editing what is there, that recode writes a negative and a positive
under one entry, that clone leaves the original, and that Post is one
change-log entry which undoes whole.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
"01 - YTD Sales · 02 - Open Orders can't move — the forecast absorbs
it" was printed under its toggle, and a line of prose beside a toggle is
skipped while still costing the dock a row. Every Field's hint is now a
? next to the control: hovering gives it (a native title, which nothing
clips), clicking pins it in a small popover.
The Per slice row goes with them -- what it said belongs to Apply, whose
help now covers both modes, and the ledger already marks its rows (all)
and (each).
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
- Button labels are capitalised and font-medium, the segmented groups
carry a border and a shadow of their own. An inactive segment used to
be white text-on-white inside a group border, which is why none of
them read as something you could press.
- Each section says what it is: the operation strip, LEDGER (or RECODE
TO / CLONE TO, which is what the form under those two operations is),
SETTINGS over the toggles, LABEL THIS CHANGE.
- Together/Each moves down beside Price/Volume and Forecast/Total, in a
wrapping row. Three one-line settings stacked cost three rows of a
dock that is 260px tall to begin with, and they are read together
anyway: what absorbs the change, what it is measured against, and
whether it applies once or per slice.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The preview was a 10rem box in the corner of a docked panel: enough to
see that there is JSON, not enough to read it. It opens as a modal with
the endpoint line and a copy button (with an execCommand fallback,
since navigator.clipboard is undefined on this app's plain-http origin).
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
A footer across the panel put Post directly below the ledger in the
bottom dock, since the ledger is the tall column -- so you could read a
figure, hit Post and never pass the tag. An untagged adjustment is
invisible to the bridge and ungrouped in the change log, so the layout
has to route you through that field rather than leave it beside the
work.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The summary printed back the cells you had just clicked in the grid --
count, total and filter, none of it news. It is a peek button now, and
the peek still carries the pivot filter and the duplicate-slice warning,
which are the parts that are not visible in the grid.
Post moves to a footer of its own, last in the flow: pick the operation,
read the ledger, name the change, post it. It sits on the same label
column as every other button, and sticks to the bottom of the dock --
a fixed-height dock with its own scrollbar would otherwise put the
primary action below the fold.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Every button group now reads `label [ A | B ]` on one label column, so
nothing is staggered: change, apply, absorbs, target, per slice. The
strip and the ledger zone share the same left edge, so the alignment
holds across the two.
- Together/Each sits under the operation it qualifies rather than loose
in the middle of the strip, where it read as a peer of the operation
- The apply-mode explanation is gone; the detail is on each option's
tooltip. A sentence under a control is read once and skipped after,
and this one cost the strip its height on every render
- The plug, target, per-slice and clone hints are a few words each
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
The panel said what it was doing only on the button that did it. The
operation tabs sat unlabelled in the middle column, the slice list held
a third of the dock to repeat cells you had just clicked, and the
ledger -- the thing being read and edited -- got whatever width was
left over.
- One strip across the top: operation, apply mode, slice summary, Post
- The slice list is a peek; the summary keeps the two facts not visible
elsewhere, the count and the pivot filter scoping the write
- The body is two grid tracks, ledger first, label second. Both used to
carry flex-1, so the ledger's table overflowed its shrunken box and
painted over the label column on a narrow window; the tables scroll
inside their own zone now
- "Apply Scale" is "Post". It renamed itself whenever the operation
changed, so the primary action never looked the same twice
- Target on: "Forecast" / "Total" rather than "Adjustable" / "Selected
total" -- what a rep is choosing is whether the number is the forecast
alone or the whole year including what has shipped
- The minor actions (clear, peek, unpin, request, collapse) were bare
buttons in the surrounding grey; they share one text-button style now,
and the segmented groups have rules between their segments
Also drops the bridge's "Whole version" scope.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Nav. The source and version dropdowns sat in a status bar that is
otherwise read-only, so they did not read as the controls they were.
The forecasts are now listed in the sidebar above the three steps, each
row carrying its status and a star for the default. Not nested under
the Forecast button, which is where this started: Baseline works on the
same version, so hanging the list off one step would either
misrepresent the scope or duplicate it under two.
The source is gone from the nav entirely -- gs.osm_skinny means nothing
to someone editing a forecast. The sidebar lists every source's
versions and sets the source from the one picked, since a version
carries its source_id; `versions` stays scoped to the selected source,
because Baseline and Forecast are, so the sidebar gets its own list
rather than widening what versions means everywhere. The picker only
appears on Setup now, which is the one place the raw table name is the
right label.
The status bar keeps what follows FROM the selection -- the forecast's
name and its row count. The table it writes to moved into the hover
panel, still click-to-copy, since pasting it into psql is why it was
ever on screen.
Permissions. requireAdmin existed in lib/auth.js and was applied to
nothing, so all 26 non-admin accounts could call every Setup and
Baseline endpoint directly. It is now on source register/deregister,
col_meta writes, Generate SQL, dim refresh, version create/delete/
close/reopen, PUT /versions/:id, all of plans.js, and the baseline and
reference loads. Deliberately not on any read, nor on the forecast
operations, which carry their own owner and territory rules.
Both pages stay visible and go read-only, via one <fieldset disabled>
each rather than a flag threaded through forty-five controls, with a
banner saying why. The Tags panel on Baseline is excluded: its
permission is ownership, not admin, and a rep may rename the
initiatives they named themselves.
The table browser reads are open to everyone, because gating what a
page needs in order to render turned Setup into a 403 -- which it then
rendered as a crash, since the error body was passed to .map during
render and unmounting React blanks the app. Setup's list fetches now
coerce to an array, so an unexpected response costs an empty panel and
not the session. That fragility predated the gating.
Toolbar. The zone labels were the same visual weight as the buttons
they name, and the rules between groups were the same weight as the
zone borders, so nothing separated at the level it belonged to. Labels
are heavier and darker, group rules are stronger and taller, and the
forecast zone has a container of its own instead of floating.
Fit widths is removed, button and function. It measured the leaf header
over viewport rows only, so anything below the fold never counted; it
passed an option draw() does not have and raced draw()'s throttle,
leaving columns cleared but unmeasured at their floor widths; and the
persist that followed saved nothing, because saveColumnSizes returns
only overrides, which resetAutoSize had just emptied. Recoverable from
git if it is ever worth fixing rather than dropping.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Two unrelated changes, in one commit because both touch Forecast.jsx in
ways that cannot be staged apart without an interactive add.
Calculating indicator. Perspective shows a beaker while the view
rebuilds, but it lives in the viewer's status bar, which is only
rendered while the settings panel is open -- so the signal disappears
exactly when the panel is closed and you have nothing else to go on.
Forecast.jsx now raises a counter around the calls that *start* a
rebuild and lowers it after viewer.flush(), broadcasting `pf-pivot-busy`
on the window; StatusBar listens and shows a spinner, following the
`pf-data-changed` pattern already used between the two.
Deliberately not driven from `perspective-config-update`, which was the
obvious hook and is wrong: measured on a depth change over a large
grain, the event arrives *after* the rebuild -- seconds late -- and the
flush that follows resolves in 6ms. It reports the end of the work, not
the start. This therefore covers what the toolbar drives (depth on both
axes, applying a layout) and not sorting or filtering from the viewer's
own chrome, which the app is never told has begun.
Theme. viewer.save() includes `theme`, so every persisted layout had one
baked in, and cleanLayout passed it through -- each restore reasserted
the stored theme and silently undid the light/dark toggle. It is the
reader's choice, not a property of the layout, so it is dropped on the
way in; a published layout can no longer impose its author's theme
either. sameConfig ignores it too, or toggling would light the dirty dot
and offer to save a change nobody made.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
buildSteps keyed every untagged log entry by its own pf_logid, so a
version with two dozen routine untagged scale/recode passes drew two
dozen separate bars -- one per operation, none of them named. The
ledger in OperationPanel.jsx already collapses these into a single
"N untagged adjustments" line; Bridge now does the same, and groups
tagged entries case-insensitively too, carrying the most-used spelling
as the label, matching the ledger's own grouping exactly.
The old per-row "untagged"/"×N" captions are dropped where they'd now
just repeat what the collapsed label already says.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Two corrections to the previous commit, both found from a real example:
a slice with pending_rep + pf_bucket, and a pivot scoped to sseas_e <= 2027.
The ledger and Bridge's ending point disagreed by a constant 1,495,062
across every step -- exactly the rows sseas_e <= 2027 excludes. Bridge's
"Selection" scope built filters from the slice alone and never picked up
the pivot's own view-level filter (what CLAUDE.md calls scope), the same
gap totalsFor in Forecast.jsx was written to close for the ledger. It's
now read off viewerRef.current.save() and applied alongside every
per-slice view.
Including pf_bucket in the per-slice filter (previous commit) was wrong
for Bridge specifically, unlike for the ledger: it fetched only the one
bucket the slice landed on, so "Compare to" had no other bucket's rows
left to compare against and always collapsed to one option. Which
bucket the walk starts and ends on is buildSteps's job, from
forecastBucket -- not something to pre-filter out of the fetch.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
BridgeView mounts once, up front, before anything has ever been
selected on the pivot -- so its scope defaulted to "Pivot's filters"
(effectively the whole version) regardless of a selection made
afterward. Scope now tracks the live selection until the user picks a
scope button themselves.
Even when scope was "Selection", the filter it built dropped
pf_segment/pf_bucket-keyed slice entries entirely and matched a blank
dimension value with `== null`, which this engine treats as a dropped
predicate rather than IS NULL -- both widen the bridged rows past what
was actually selected, the same failure mode the ledger's totalsFor in
Forecast.jsx was hardened against. Bridge's selection filter now
mirrors that logic.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Two defaults both moved price when nobody asked:
A qty edit held the dollars, so price absorbed the whole difference -- 10% more
cases at the same revenue is a 9% price cut, and nothing in the figure being
edited shows it. Dollars now follow qty at the current price:
`value = (curValue / curUnits) * unitsIncr`, on the server in resolveIncrs() and
mirrored in the ledger's Result line. A slice with no units has no price to
hold, so there the dollars stay put and the edit is a pure qty change.
`plug` defaulted to 'price' -- volume holds, price moves -- because that is what
the API did before the flag existed. It now defaults to 'volume'. The client's
stored preference is keyed pf_scale_plug_v2, since a browser carrying the old
'price' choice would otherwise go on moving price silently.
The deliberate routes are unchanged and both outrank the above: name the dollars
and the qty together and price falls out of the two, or name a target_price,
which is the Excel form's Edit Price mode. The ledger labels the column that
cannot move `· holds`, which now includes price on a qty edit.
One behaviour to know about: holding price is impossible on a slice whose value
is zero, so a dollar edit there answers 400 with an explanation where before it
quietly moved price. Fail-loud is the point.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
"Absorbed by" was rendered only while the edit was dollars-only, which made it
absent in two quite different states: before anything had been typed, and after
a measure had been pinned. Pinning includes a *click* -- clicking a cell pins
whatever it reads -- so an accidental click in the qty column had no visible
effect except that the control disappeared, and the way back was a small x in a
table header.
It now stays put and greys out, still showing which measure absorbs the change,
because the pinned inputs answer the same question the toggle does:
qty pinned -> price is what moves
price pinned -> qty is what moves
so the inert control reads as the truth rather than a stale choice. The hint
says which case it is in, and a pinned measure gets an "unpin" next to the
toggle rather than only the x in the header.
Nothing about what gets written changes: `plug` is still sent only when the edit
is dollars-only, which is still the only case where price and volume are both
unknown.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Clicking the blank `partgroup` node under ALTMAN PLANTS selected the customer's
whole $27,588,393.62 (6,851 rows) rather than the $6,198,860.42 (2,421) under
the node clicked -- and the ledger agreed, because the panel totals through the
same filter list the operation writes from. The key was not narrowed, it was
absent, and an absent key means every value of it.
The drop is the engine's: `getCellConfig` builds the click's filter list with
`pivot_value ? [pivot, '==', pivot_value] : undefined`, so a blank group key is
gone before `perspective-click` is dispatched -- and being falsy, so is a
dimension whose value is 0. `cellFilters()` re-derives both axes from
`detail.row.__ROW_PATH__` and the clicked column name instead; the click and a
dragged region now share that one derivation rather than keeping two copies of
the same falsy test.
Both blanks are real here and they are different rows: `partgroup` is null on
51,964 and '' on 111,696. So they stay distinct end to end. `buildWhere` renders
a null as IS NULL, where it used to fall through `esc()` to `= ''` and select
*the other blank* -- the slice naming one node while the operation wrote the
other. In a list the null arm is ORed on, since `IN (NULL)` is never true. The
ledger filters with `is null` rather than `== null`, the engine matching on type
and a null threshold against a string column being the same dropped predicate.
Only `undefined` now means absent, which keeps a subtotal row (a shorter row
path) and a collapsed column level reading as "not part of the slice".
A blank on the *column* axis still cannot be isolated: a column name is its
values joined with '|' and a null joins as the empty string, so the two blanks
are the same text by the time it reaches the client. Those cells are refused
with a message rather than widened.
The panel prints (null) and (blank), and keeps em dash for a column genuinely
absent from the slice -- isolating the blank node and ignoring the column are
opposite statements and read identically before.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
App.jsx fell back to versions[0] when localStorage held no selection, and
the version list is ordered created_at DESC -- so a fresh browser landed on
whatever version was created last. That is a scratch scenario as readily as
the plan, and sales accounts, which never pick a version themselves, had no
way back to the one they were meant to read.
pf.version.is_default names the landing version, at most one per source by
partial unique index, the way pf.layout.is_default already works. Setting it
is admin-only and enforced in the route: it decides where everyone else
lands, so it follows the pf.log rule rather than being the version's own
setting like its name.
A stored selection still wins -- the default is the fallback, not an
override, so nobody building scenarios is thrown back to the plan on every
load.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Wording variants are a user problem, but the completion was making it one:
a native datalist substring-matches, so typing "moved to different sku"
never offered "moved to a different sku" -- one inserted word and the
existing tag is invisible. Four spellings of that initiative are on the
current version, with a ledger line each.
TagInput matches on words instead. Both sides lowercased, stripped of
punctuation, relieved of stopwords and lightly stemmed, so Pulled Forward
finds Pull Forward. Typing something that reduces to an existing tag
without being it says so: already used as X, use that.
Nothing is merged automatically. The suggestion is offered and the typing
stays yours -- moved to another sku is genuinely a different sentence from
moved to a different sku, and only the person typing knows whether it is a
different thing.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
A slice as broad as a whole bucket reached every entry on the version, and
the walk stopped being a walk -- roughly 44 lines on the version this was
built against, where there are about a dozen things to say.
Three causes, three fixes.
Untagged adjustments had a line each, labelled "Scale #226" -- a row spent
to say nothing, 28 of them. They collapse to one line that counts them.
Tags grouped by exact text, so "Keystone reduction" and "Keystone
Reduction" reported as two initiatives, as did four spellings of moved to a
different sku. Grouping is case-insensitive now and the line shows whichever
spelling was used most. The tags themselves are untouched; wording variants
are still separate lines, and that is for whoever typed them.
What is left is capped: the loads stay whole, since they are the shape of
the forecast, and the adjustments keep the six largest with the rest rolled
into one line carrying its own subtotal. Still arithmetically the walk --
addition does not care about the order -- and the rollup expands.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Clicking a held box pins it, and the only way out was to know that
emptying the field unpins it -- filled() is false on a blank either way.
Clicking into a greyed column to see what is in it and then wanting out
again is the ordinary case, not the awkward one.
An x on the column header clears that measure's edit, shown only while it
has one, and Escape in the box does the same and steps out. The panel's own
Escape handler already ignores events from inputs, so the two do not
collide.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Absorbed by asks which of price and volume moves, and then said so only in
a sentence underneath itself. The column it holds still now says it: the
header reads "holds" in place of its hint and the three boxes go flat grey,
so what you are editing is legible from the numbers rather than from prose
about them.
The sentence goes, since the greyed column is the same statement made where
it applies. The toggle stays -- it is an input, and with dollars alone
nothing in the data answers it.
A held box is still typeable, and doing so is how you override the toggle:
naming qty or price answers the question directly, which is why the control
only appears while dollars are the sole input.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Scaling dollars with price holding moves qty, but the qty column stayed
blank until the Result row -- so the number you had just implied was the
one thing not shown beside the number you typed. A measure with no edit of
its own now reads all three ways from where the edit actually lands it.
derived stays the edit-driven map, since it is what outcome is computed
from and back-filling into it would feed the result into its own inputs; a
separate shown map is what the rows render.
Clicking into a back-filled figure pins it, which is the difference between
"units may move" and "units are this". The write is the same either way
when the pinned number is the implied one, so the cost of pinning by
accident is nothing.
Reverts the muted styling for the derived rows -- all three boxes look like
boxes again.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
One box per measure is live; the other two are the same number said
differently. Both states were full input boxes differing by a border
colour, so three typed figures appeared where there was one typed figure
and two calculations -- and with six boxes on screen there was no reading
which one the adjustment would be built from.
The live box keeps its blue border and ground and gains weight; the derived
two lose their border and background and go muted. They are still editable,
which is what the border on hover says, and the title spells out that
clicking enters the number that way instead.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The Result row re-parsed the ledger's own display strings, which fmtNum
grouped with toLocaleString. parseFloat stops at the first separator, so
"3,456,789" came back as 3 -- a plausible small number rather than an
error, which is why it read as a formatting quirk instead of a wrong
answer. A 3% change on sales_usd previewed as 3.
It showed only where the new value was derived rather than typed: the field
you type into keeps your raw text, so entering a target directly looked
right while the % and Change rows did not.
derive now returns the three figures as numbers alongside the strings, and
outcome reads those. Nothing has to know how the display is grouped.
The write was never affected -- buildPayload reads scaleInputs[*].raw,
which LedgerInput has always kept comma-free -- so this was a wrong
preview of a correct write.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The % was a sibling of the input in a flex row, so it took width of its
own. In a right-aligned cell that pushed the percent row's box a suffix and
a gap to the left of New value and Change -- three ways of saying the same
thing, not lining up.
It now sits inside the box, over the input's right padding, so every row is
the same width against the same edge, and that edge is where the numbers
above it end too.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Absorbed by and Target applies to each hand-rolled their own label row and
their own hint, at two different type sizes, with no shared label width and
no rule separating them from the numbers above. Stacked, they read as a
paragraph of loose words -- label, two buttons, a sentence, label, two
buttons, a longer sentence -- rather than as two settings on the edit.
Both now use Field, like every other setting in this panel: one aligned
label column, the control, the hint below it in the same muted 11px. Per
slice joins them instead of trailing off as a bare paragraph. Target
applies to becomes Target on, which fits the label column without wrapping.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The six quick-pick pills under it wrapped onto two rows as soon as the tags
were longer than a word, which most are, and the operations panel docked at
the bottom has a fixed height to spend -- so the form ran past its own
border. The same tags complete from the input's datalist, which costs no
space and is not capped at six.
The datalist now carries the tag alone. An option's text content renders as
a second column beside the value, so the use count was widening every row
of the list to show a number nobody picks on.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
One button per level grows with the pivot: the saved layouts here run 3-5
group_by and 2-3 split_by, so "Customer by Program" rendered ten depth
buttons, and with the layout menu, Save and Fit that is thirteen controls
in the view zone. The active level was a blue button among the greys, so
reading the current state meant scanning for it.
A stepper is three controls whatever the depth and names where you are.
The full list is still there behind the middle button, for jumping rather
than stepping.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
LAYOUT / ROWS / COLUMNS were 10px text-gray-400: about 2.5:1 on white,
where WCAG wants 4.5:1 at that size. Their own class rather than a darker
grey utility, because in dark mode text-gray-400 and text-gray-500 both
resolve to --text-muted (#61656e, nearer 2:1 on the panel) -- swapping the
utility would have fixed light mode and left dark exactly as it was.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The toolbar was one row of buttons separated by identical hairlines, so a
column width and the version's change history read as peers. Split it: a
view zone on its own ground -- layout, the two depth controls, fit widths,
none of which reach the server -- and the forecast zone that re-loads,
opens a window, or writes.
The row depth buttons were a fixed 0 1 2 3. A number means nothing without
already knowing what group_by holds, and a fixed range offers levels a
two-field pivot does not have while hiding the fifth of one that does.
They are now built from the live group_by and named after the level they
reveal, which is what the column axis already did -- so both are drawn by
one DepthButtons component, since both are the same thing: a depth in
ViewConfig.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Named layouts lived in localStorage: invisible to anyone else, gone on the
next machine, and nothing to publish from. The one server-side layout was
pf.source.default_layout -- a single anonymous blob any account could
overwrite for every account, which is a published layout with no owner.
pf.layout replaces both. A layout is named, owned, and either private or
published; published ones are listed by everyone on the forecast and
writable only by their owner or an admin, the same rule pf.log already uses
for its entries. Scope is the version, since that is the entry point, with
version_id NULL for the source-wide default a new version inherits.
Applying is never restricted -- Save is withheld on a layout that is not
yours, Save as forks it -- because the guarantee wanted is that a published
layout cannot be changed out from under people, not that it cannot be
adapted.
The toolbar's flat chip row becomes one Layout menu: Published and Mine,
rename/publish/default/delete shown only where they would be allowed, and
a dirty dot computed by comparing the live config against the one the pivot
was applied from, since restore() fires the change event itself.
Existing localStorage lists are lifted into pf.layout on first load.
PUT /sources/:id/default-layout is removed.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Apply Scale sat there live and silent for the whole round trip, so on a large
slice the only sign anything was happening was the absence of a result -- and
a second click applied the change twice.
The button now spins, reads "Applying…", and refuses further clicks until the
write returns, with a line beside it saying the pivot updates when it
finishes. Cleared in a finally, so a failure releases it too.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
SVG text does not wrap, so labels were cut at twelve characters -- which with
the sort prefixes now on every bucket meant "04 - Forecas…" and told you
nothing the position of the bar had not already.
Word wrapping to the bar's width, three lines at most, with the ×n and
untagged markers moved below however many lines the label took and the plot's
bottom padding raised to make room.
Character width is estimated rather than measured: measuring means a DOM
round trip per label on every render, and at this size a digit is about
0.55em, which is close enough for a centred label with a bar's width to play
with. A word longer than the line overflows rather than breaking, since half
a word helps nobody.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
"Loads" is our word for a segment import. It means nothing to a salesperson
reading a waterfall, and the step is simply where the forecast began relative
to the comparison.
It also carried a stray "· untagged". That suffix marks an adjustment nobody
grouped into an initiative, and this is not an adjustment at all.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
It started at the baseline, so it accumulated only the part that can still
move and stopped short of the number on the screen. Now it accumulates in
display order from the top -- billed, then booked, then the baseline, then
each adjustment -- and closes on Selected total.
Adjustable keeps its own figure but no running cell: it is a subtotal of the
walk, not a point on the line, and printing the running there would put two
different totals side by side in one row.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The lines sum to Adjustable, and checking that they do meant adding
eight-digit numbers in your head. The column closes on the Adjustable row, so
the walk visibly lands where it says it does.
Value only. A cumulative price is meaningless -- prices do not add -- and a
second running column for units doubles the width to say what the value
column already implies. It appears only when there is more than one line to
accumulate.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
It was the literal 'Forecast'. The moment the buckets were renamed to carry
their sort prefix -- '04 - Forecast' -- nothing matched: every row counted as
a comparison rather than a step, so the walk had no middle, the loads came to
nothing, and the bridge showed the basis cancelling itself exactly to zero
with a Forecast anchor of 0.00 over 0 rows.
The version's adjustment_bucket is the right source, being the same value an
unbucketed adjustment is labelled with, so the bridge and the pivot agree by
construction rather than by both hardcoding the same string.
If that value names no bucket in the data -- renamed since, or never
configured -- it falls back to whichever bucket actually holds the
adjustments. A bridge that is merely mislabelled beats one that is silently
empty.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
-2000000 and -20000000 are the same shape at a glance, and the ledger deals
in both.
Display only: what leaves the input is always the raw string, so nothing
upstream ever sees a comma. Partly-typed numbers survive intact -- "1." and
"-" and "1.50" are all states on the way to a value, and reformatting them
into something else mid-keystroke makes the field unusable.
The caret is restored by counting digits rather than remembering an offset,
since inserting a comma shifts every character after it and a remembered
position lands one place off for the rest of the number.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The immovable rows sat between Adjustable and Selected total, which made
them read as an afterthought to a figure they in fact constrain. They come
first now: this much is already booked and billed, this is what is left to
work with, and here is how that got to where it is.
The walk stays immediately above Adjustable, because it sums to it -- the
two are one statement and separating them would leave a column of numbers
adding up to nothing on the page.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The walk read from tag and note, and hardcoded the word "Baseline" for the
baseline load -- so a segment called 03 - New Orders in the pivot, in the
bridge and on the Baseline page read as "Baseline" in the one place you go
to check a number before changing it. label comes first now, the same
precedence pf_segment uses, in the ledger and the bridge alike. logMeta did
not carry label at all, which is why neither could reach it.
The immovable rows split one line per segment. Combined, "01 - YTD Sales ·
02 - Open Orders" said 1.6m was untouchable without saying how much of it was
billed and how much was booked -- different things a forecaster treats
differently. The FINAL badge also gains the space it was missing, having
rendered as "02 - Open Ordersfinal".
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Refusing anything but == was safe and useless: a view bounded to
sseas_e <= 2027 is an ordinary way to scope a forecast, and it has no slice
form at all, a slice being {col: value}. The filter now travels beside the
slices as [col, op, value] triples and is ANDed onto every unit -- not folded
into the slices, since it applies to all of them equally and under
apply_mode 'each' would just repeat itself in every statement.
Operators are Perspective's, since that is where they come from, and the list
is a whitelist: anything outside it is refused rather than ignored, because a
scope silently dropped is a write wider than the panel that authorised it.
The scope goes into the log's params too, so the audit trail records what
bounded the write and not only what was clicked.
The panel prints it above the selection as "within sseas_e <= 2027". It
scopes every figure below it and every row the operation writes while
appearing in none of the slices, so without it the panel showed a selection
wider than the one it was acting on -- which is exactly what made the
ledger's 956,485.13 look plausible against a cell of 921,225.71.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
The phantom: pf_segment and pf_bucket are computed from pf.log when the rows
are served, so buildWhere had no column to compare and dropped them. Clicking
one bucket's cell and scaling therefore wrote every bucket at that dimension
intersection, while the panel showed only the bucket clicked. On the example
slice that is 350,524.74 displayed against 503,446.08 written.
They resolve exactly, without a new column: the name lives on the log row and
every forecast row carries the pf_logid that points at it, so the predicate is
pf_logid IN (SELECT id FROM pf.log WHERE <the same expression> = ...). Verified
against version 29 -- the clause returns 350,524.74 over 12 rows.
Any other pf_ key is now refused rather than skipped, since skipping is the
mechanism by which a selection silently widens. pf_iter stays exempt: the
client drops it deliberately, two cells differing only by iter band being the
same slice.
Client side they are ordinary columns in the loaded table, so both the
dispatch path and the panel's own totals filter on them directly -- the latter
matters as much, or the ledger reconciles against a wider selection than the
operation writes.
The ledger: excluded rows read "02 - Prior Year · FINAL" in amber rather than
"reference · fixed" -- named by the segment a forecaster recognises instead of
the iter band that happens to exclude it, and coloured because immovable is a
property worth seeing before reading a number. When the whole selection is
immovable it now says so in a sentence, where before it printed a row of zeros
and left the reason to be inferred from the edit rows failing below.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
