The server had no authentication: every /api route was open, CORS
allowed any origin, and the identity written to the audit log came from
the request body — the UI sent a hardcoded pf_user: 'admin', which any
client could have set to anything it liked.
Accounts live in pf.app_user with scrypt hashes from node's own crypto,
so there is no native build step and the parameters travel with each
hash. Sessions are express-session over connect-pg-simple in pf.session:
a restart no longer signs everyone out, and a session can be revoked by
deleting its row, which is how disable-user cuts off access immediately
rather than at cookie expiry.
Everything under /api except login/logout/me now requires a session, and
the React app is mounted only once there is one — its load effects call
the API on mount, so a logged-out mount would just fire a burst of 401s.
A session that expires while the app is open lands back on the login
screen: auth.jsx wraps fetch once rather than teaching every call site
to check.
Identity is now read from the session for pf_user, created_by and
closed_by, and the body values are ignored.
Hardened for an internet-facing deployment: trust proxy so req.ip and
secure-cookie detection are right behind TLS termination, httpOnly +
SameSite=Lax + Secure cookies, ten login failures per IP per fifteen
minutes, one error message for unknown, wrong and disabled alike, and a
fresh session id on success. CORS is off entirely unless CORS_ORIGIN
names an origin — a wildcard alongside a session cookie would be CSRF by
construction. The server refuses to boot without SESSION_SECRET rather
than falling back to a guessable default.
pf.sh grows add-user, passwd, list-users, disable-user and enable-user;
passwords are read on stdin and hashed before they reach psql, so no
plaintext in argv or shell history. install.sh generates the secret,
applies 02_auth.sql, and creates the first account.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Forecast operations could only act on one clicked row at a time, and the
panel that drove them separated the numbers you were reading from the
inputs that changed them. This reworks both, and adds initiative tags so
a version's history can be read as a bridge.
Operations
- Accept `slices` (array) alongside the legacy single `slice`, with
apply_mode 'prorate' (one pool) or 'each' (independent per slice).
- buildWhereAny() ORs the slices into one predicate. A union of slices
cannot be flattened into per-column IN lists without over-selecting,
and the result is parenthesised so the appended exclude clause does not
bind wrong.
- resolveIncrs() now resolves each measure independently: target, percent
or change amount per measure, so a target on value and a percent on
units can be submitted together. Replaces the single global `mode`.
- target_basis chooses what a target measures against: only the rows an
operation can write, or everything the pivot shows for the slice.
Excluded iters are visible in the grid but immovable, so a target set
against the visible total previously overshot by their contribution.
Two latent bugs surfaced by the above, both pre-existing:
- A slice naming no filterable column reduced to TRUE and applied the
operation to the entire version. Now rejected on all three operations.
- Prorating across a pool that nets to ~zero multiplies each row's share
by an exploding factor, sending rows to extreme opposite values to hit
the target. Refused when the net falls below 1% of gross.
Tags and the bridge
- pf.log gains a nullable `tag`, written by a follow-up UPDATE rather
than through the generated SQL: those templates are stored per source
in pf.sql, so a {{tag}} token would strand any source that had not
re-run "Generate SQL".
- Tag is editable after the fact in the change log, with completion from
tags already used on the source. PATCH branches on whether a field was
sent, so a tag can be cleared as well as set.
- BridgeView renders the walk from baseline to current as a waterfall,
one step per tag, scoped to the selection, the pivot's filters, or the
whole version. Computed from the loaded Perspective table so the
figures always reconcile with what is on screen; overlapping slices are
deduped by pf_id to match the OR semantics operations use.
- Colour is a polarity job, so it uses the validated diverging pair
(blue/red, CVD dE 21.6) with neutral anchors, not categorical hues.
Every bar is directly labelled and a table view is available.
Panel
- Extracted to OperationPanel; the scale form is one continuous ledger:
baseline, each adjustment, current, then New value / Change / % change
as three interchangeable editable rows. Typing in any one derives the
others, which removes the target/delta/percent mode toggle entirely.
- Dockable bottom, right, or floating (drag to move, grip to resize), and
closable via header, Esc, or the toolbar. Placement persists.
- Controls no longer stretch to the dock width, and text contrast now
clears WCAG AA against white throughout.
Also: the status bar names the physical table writes land in, with live
row counts; and the pivot's expand depth is re-applied when the tab
regains focus, since Perspective rebuilds its view on redraw and a
ROLLUP view with no depth set renders fully expanded.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01W1TQiBYZbbWWkMNoCtUd8M
- 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>
- 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>
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>
