Commit Graph

19 Commits

Author SHA1 Message Date
408cb06150 Unify Baseline segment view/edit with filter groups and SQL override
The segment form is now one component rendered in either 'view' or
'edit' mode — the expanded segment row in the list and the
add/edit form below share the same layout, view mode just disables
the inputs. Edit and View are visually identical so toggling between
them feels like enabling fields, not switching tools.

Filters become groups (conditions AND-ed inside, groups OR-ed
between) with + AND condition and + Add OR group affordances. The
compiled WHERE renders live below the groups so you can see what's
being built. A "Switch to manual SQL" toggle flips to a textarea
seeded with the compiled clause; backend baseline POST/PUT and
reference POST accept raw_where alongside filters and store whichever
arrived in pf.log.params for round-tripping.

The Add form is hidden until you click "+ Add segment" at the
bottom of the segments table; Edit also opens it. Cancel/Close
returns the table to its compact state.

/versions/:id/log now also returns value_total, units_total, and the
column names so the segments table can show row count and value sum
inline (header uses the source's actual value column name).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 01:50:52 -04:00
3a6062d723 Edit baseline/reference segments before forecast rollout
Adds PUT /versions/:id/baseline/:logid that, in one transaction, drops
the segment's rows and log entry and replays the baseline or reference
SQL with new params. The endpoint refuses (409) if any scale, recode,
or clone has been applied — those operations were calibrated against
the old totals and would silently misreconcile.

Baseline view gets an Edit button on each segment (hidden once
forecast operations exist), populating the form with the original
filters, offset, and note. Submit issues PUT in edit mode, POST
otherwise. POST baseline and POST reference now also persist the
structured filters in pf.log.params so edit can reload them.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 01:31:49 -04:00
6a98c3f8fc Persist Perspective viewer state including column formatting
Save/restore went through both viewer and plugin, where the explicit
plugin.restore could stomp the column formatting the viewer had
already applied. Capture via viewer.save() alone (it includes
plugin_config) and restore via a single viewer.restore call with
edit_mode merged in. Added a perspective-config-update listener so
formatting, sort, and other in-place changes persist to the last-used
cache without an explicit Save.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 01:01:21 -04:00
a5e59f823a Workbench: per-iteration totals and price-driven scaling
The slice panel was a single muted line; now it shows a breakdown
table — value, units, and derived price for baseline / scale / recode /
clone, with a bold total row when more than one iteration applies.
Numbers use full text contrast so the current state is legible at a
glance during adjustments. Scale gains a price input that holds units
constant and translates to a value-target call (target value =
new_price × current_units).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 21:44:14 -04:00
8492557621 Stabilize Forecast viewer lifecycle
Reuse a single Perspective worker across version switches and delete
the previous table instead of terminating the worker — terminate was
returning a rejecting promise the sync try/catch missed, and each new
worker leaked WASM memory. applyLayout no longer leaks a view per call;
it reads schema directly from the table. An init id guards against
concurrent runs (StrictMode, rapid version switches) clobbering each
other, and a catch on "already exists" recovers via open_table+delete
when a stale table from a previous run is still hosted.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 21:11:32 -04:00
e279a510d8 Lift source/version selection to a functional StatusBar
App.jsx owns sources/sourceId/versions/versionId and persists them
across reloads. StatusBar renders the dropdowns plus a status badge —
Source-only on Setup, Source · Version · status on Baseline/Forecast.
The duplicate in-view selector bars in Forecast and Baseline are gone;
Baseline keeps its version actions (New/Close/Reopen/Delete) inline.
Setup reports source-list mutations up via refreshSources so the bar
stays in sync after register/deregister.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 20:54:55 -04:00
d70d813604 Align dark mode with Perspective's Pro Dark theme
App chrome now uses Pro Dark's neutral grays (#242526 background,
#2a2c2f panels, #4c505b borders) so the surrounding UI sits cleanly
against the viewer instead of clashing with its warmer tone. Status
accents are desaturated to match. Forecast view sets theme="Pro Dark"
or "Pro Light" on the perspective-viewer in sync with the toggle.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 20:32:48 -04:00
6b69b00645 Undo deletes rows in place instead of reloading the forecast
Perspective table is now created with index: 'pf_id'. Delete endpoints
return the pf_ids they removed; the client calls table.remove(pf_ids)
in undoEntry. Avoids the full /data refetch that dominated undo time.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 20:21:13 -04:00
a9ca58a845 Fix forecast data load and add byte-progress UI
pg now returns bigint/numeric as JS numbers so Arrow infers Int/Float64
instead of Dictionary<Utf8>. /data accumulates rows and emits a single
record batch to avoid dictionary REPLACEMENT messages that crash
Perspective's WASM reader. Forecast view streams the response body and
shows received/total bytes while loading. Drops stale public/ static
middleware that was shadowing the React build at /.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 19:51:39 -04:00
a6e6efd36e Switch /data endpoint to Arrow IPC stream with pg cursor batching
Server streams rows from a pg cursor in 10k-row batches, building Arrow
record batches incrementally and piping them as chunked HTTP response —
Node.js heap stays bounded regardless of dataset size.

Client fetches as arrayBuffer() and loads directly into Perspective worker
(native Arrow path, no JSON deserialization). X-Row-Count header drives
a non-blocking banner for datasets >= 500k rows. validCols now derived
from col_meta rather than from row keys.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-27 22:57:47 -04:00
4a4cb80189 Add light/dark mode with theme toggle 2026-04-25 23:29:25 -04:00
bd5ea1c60e Restore functional changes lost in dark theme revert
Re-applies fetchCurrentTotals dimension-only filter (prevents Perspective errors
from split_by/expression columns in the filter), toolbar three-group reorganization
(Layout | Expand | Data with dividers), always-visible Save as…, msg in toolbar,
resizable panel, change log modal with undo and inline note editing.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 21:32:00 -04:00
8f009e468e Fix cleanLayout stripping expression columns (e.g. Year) on restore
Expression columns (bucket, computed) are defined in cfg.expressions and
are valid pivot axes, but weren't in validCols (raw table columns), so
they were filtered out of group_by/split_by on every layout restore.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 21:24:01 -04:00
742d4b4cc4 Revert "Dark theme for Forecast view controls and operation panel"
This reverts commit cda3943515.
2026-04-25 21:23:43 -04:00
cda3943515 Dark theme for Forecast view controls and operation panel
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 21:20:40 -04:00
6449fff573 Add change history modal with undo and note editing
- GET /api/versions/:id/log — log entries with row counts via JOIN
- DELETE /api/log/:logid — undo in a transaction (delete fc rows + log entry)
- PATCH /api/log/:logid — update note text
- History button opens a modal: op badge, slice, editable note, row count, Undo per entry
- Undo triggers full Perspective table reload via initViewer

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 20:36:18 -04:00
3bdd7d0028 Fix Forecast pivot row click, buildWhere, and add resizable panel
- Fix perspective-click handler to use event filter triples instead of
  __ROW_PATH__ — Perspective encodes row position as [col,'==',val] in
  detail.config.filter
- buildWhere now skips unrecognised slice keys (e.g. pf_iter) instead of
  throwing, so only dimension columns reach the WHERE clause
- Add draggable resize handle on the operation panel (160–480px)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 20:21:13 -04:00
af52845523 Unify baseline/reference into one form; fix timeline for both types
- Baseline.jsx: merge Reference section into Add Segment form with baseline/reference toggle; segment rows now clickable to expand stored WHERE clause + timeline; date filter inputs use type="date" for date-role columns
- Timeline.jsx: add type prop ('baseline'|'reference'); reference band uses purple; single-band height shrinks to 52px; canvas uses requestAnimationFrame to fix offsetWidth=0 on mount
- operations.js: reference route now accepts where_clause like baseline (drops date_from/date_to)
- sql_generator.js: reference SQL template uses {{filter_clause}} instead of hardcoded BETWEEN

Note: existing sources need Generate SQL re-run to pick up the new reference template.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 16:45:03 -04:00
dc090fe394 Scaffold React/Vite/Tailwind UI with 3-step Setup → Baseline → Forecast flow
- ui/: React + Vite + Tailwind app (Setup, Baseline, Forecast views, collapsible sidebar, status bar, canvas timeline)
- server.js: serve built UI from public/app/
- package.json: add build script (cd ui && npm run build)
- routes/sources.js: default new col_meta role to 'dimension' instead of 'ignore'
- .gitignore: exclude public/app/ build output
- pf_spec.md: update tech stack, nav, frontend section, and project status to reflect current implementation

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 16:28:45 -04:00