Replaced native <select> (macOS ignores CSS on option elements) with a
custom button+ul dropdown. Background/text/border colors are applied via
useTheme so they respond correctly to dark mode toggle.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
GET /api/dim-period/cols queries information_schema for pf.dim_period columns
(excluding sdat/edat/drange/ndays) so the UI always reflects actual columns.
Setup col_meta editor now shows a dropdown populated from that endpoint instead
of a free-text field, preventing invalid column names like the cash source had.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- SQL generator no longer requires a units col; recode/clone/scale omit units
expressions when none is configured in col_meta
- Source registration validation drops units from required roles (value + date
are the only hard requirements)
- DELETE /api/sources/:id returns 409 when existing versions reference the source
- Setup.jsx surfaces the 409 error via flash instead of silently failing
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- col_meta gets dim_period_col field: maps a dimension column to its pf.dim_period counterpart (e.g. year -> cal_year, month -> cal_month)
- When the date column is is_key of a dim_group and any sibling dimension has dim_period_col set, baseline and reference SQL JOIN pf.dim_period on the shifted date instead of copying raw source values
- No dim_period config = identical SQL to before (fully backwards compatible)
- Setup UI: period col input in col_meta editor, enabled for dimension columns with a dim_group set
- Schema migration applied: dim_period_col text null on pf.col_meta
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- GET /api/sources/:id/lookup?col=X&value=Y — given a key column value, queries the source table for sibling column values in the same dim_group; returns null if no match or ambiguous
- Recode and Clone panels: key columns (is_key + dim_group) trigger lookup on blur and auto-fill sibling inputs that the user hasn't already typed into
- Row labels now use col_meta label field when set, falling back to cname
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- col_meta: add dim_group field to group related columns (dimension hierarchies, date-adjacent columns); is_key now enabled for date role to mark group parent
- sources.js: upsert includes dim_group
- Setup.jsx: group column in col_meta editor, key checkbox enabled for date role
- gen_dim_period.sql: create and populate pf.dim_period with calendar and fiscal period cuts (monthly grain, 2018-2035)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add PayloadPreview component showing the exact JSON that will be POSTed,
live-updating as form fields change (value_incr shown as computed delta)
- buildEffectiveSlice strips expression/system columns and converts
Perspective ms-timestamps to ISO date strings for date-role columns
- fetchCurrentTotals now includes date columns in Perspective view filter
(passing ms number as Perspective expects) so subtotals respect the
clicked date
- Server buildWhere now receives filterCols (dimensions + date cols) so
date values reach the SQL WHERE clause correctly
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace Bootstrap fill icons with Feather-style stroke SVGs (sun with
rays + crescent moon) in StatusBar toggle.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Forecast falls back to a saved per-source layout when no version-local
layout is cached, so new versions of a source open with a sensible pivot
without each user reconfiguring it.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Reference segments can now apply a date offset just like baselines.
SQL template gains the {{date_offset}} token; both POST /reference and
PUT baseline/:logid pass it through. Existing sources need to
regenerate SQL to pick up the new template — old stored reference SQL
ignores the token (preserving prior verbatim behavior). The Baseline
form drops the "dates land verbatim" hint and shows the offset
control for both segment types.
Editing a segment now color-codes the source row amber with a ring
and tints the form border + header amber so the active connection is
visually obvious. Header label reads "Edit segment #3 — baseline —
note" instead of just "#43" (the internal log id).
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
New forecasts opened the pivot with all dimensions stacked as
group_by and the date column as split_by — wide and slow to read.
Open with just the value column showing and pf_iter as rows so the
first thing you see is iteration totals.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
- 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>
- 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>
- 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>
- 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>
