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1 Commits

Author SHA1 Message Date
681b6c21b6 include original spec 2026-04-01 12:42:20 -04:00
38 changed files with 310 additions and 7806 deletions

1
.gitignore vendored
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@ -1,3 +1,2 @@
node_modules/
.env
public/app/

View File

@ -26,10 +26,11 @@ function generateSQL(source, colMeta) {
if (dims.length === 0) throw new Error('No dimension columns defined in col_meta');
const srcTable = `${source.schema}.${source.tname}`;
const dataCols = [...dims, dateCol, valueCol, unitsCol].filter(Boolean);
// exclude 'id' — forecast table has its own bigserial id primary key
const dataCols = [...dims, dateCol, valueCol, unitsCol].filter(c => c !== 'id');
const effectiveValue = dataCols.includes(valueCol) ? valueCol : null;
const effectiveUnits = dataCols.includes(unitsCol) ? unitsCol : null;
const insertCols = [...dataCols.map(q), 'pf_iter', 'pf_logid', 'pf_user', 'pf_created_at'].join(', ');
const insertCols = [...dataCols.map(q), 'iter', 'logid', 'pf_user', 'created_at'].join(', ');
const selectData = dataCols.map(q).join(', ');
const dimsJoined = dims.map(q).join(', ');
@ -48,9 +49,6 @@ function generateSQL(source, colMeta) {
}
function buildBaseline() {
const baselineSelect = dataCols.map(c =>
c === dateCol ? `(${q(c)} + '{{date_offset}}'::interval)::date` : q(c)
).join(', ');
return `
WITH
ilog AS (
@ -58,11 +56,14 @@ ilog AS (
VALUES ({{version_id}}, '{{pf_user}}', 'baseline', NULL, '{{params}}'::jsonb, '{{note}}')
RETURNING id
)
,del AS (
DELETE FROM {{fc_table}} WHERE iter = 'baseline'
)
,ins AS (
INSERT INTO {{fc_table}} (${insertCols})
SELECT ${baselineSelect}, 'baseline', (SELECT id FROM ilog), '{{pf_user}}', now()
SELECT ${selectData}, 'baseline', (SELECT id FROM ilog), '{{pf_user}}', now()
FROM ${srcTable}
WHERE {{filter_clause}}
WHERE ${q(dateCol)} BETWEEN '{{date_from}}' AND '{{date_to}}'
RETURNING *
)
SELECT count(*) AS rows_affected FROM ins`.trim();
@ -80,7 +81,7 @@ ilog AS (
INSERT INTO {{fc_table}} (${insertCols})
SELECT ${selectData}, 'reference', (SELECT id FROM ilog), '{{pf_user}}', now()
FROM ${srcTable}
WHERE {{filter_clause}}
WHERE ${q(dateCol)} BETWEEN '{{date_from}}' AND '{{date_to}}'
RETURNING *
)
SELECT count(*) AS rows_affected FROM ins`.trim();
@ -123,7 +124,7 @@ ilog AS (
FROM base
RETURNING *
)
SELECT * FROM ins`.trim();
SELECT count(*) AS rows_affected FROM ins`.trim();
}
function buildRecode() {
@ -145,16 +146,16 @@ ilog AS (
SELECT ${dimsJoined}, ${q(dateCol)}, ${effectiveValue ? `-${q(effectiveValue)}` : '0'}, ${effectiveUnits ? `-${q(effectiveUnits)}` : '0'},
'recode', (SELECT id FROM ilog), '{{pf_user}}', now()
FROM src
RETURNING *
RETURNING id
)
,ins AS (
INSERT INTO {{fc_table}} (${insertCols})
SELECT {{set_clause}}, ${q(dateCol)}, ${effectiveValue ? q(effectiveValue) : '0'}, ${effectiveUnits ? q(effectiveUnits) : '0'},
'recode', (SELECT id FROM ilog), '{{pf_user}}', now()
FROM src
RETURNING *
RETURNING id
)
SELECT * FROM neg UNION ALL SELECT * FROM ins`.trim();
SELECT (SELECT count(*) FROM neg) + (SELECT count(*) FROM ins) AS rows_affected`.trim();
}
function buildClone() {
@ -178,7 +179,7 @@ ilog AS (
{{exclude_clause}}
RETURNING *
)
SELECT * FROM ins`.trim();
SELECT count(*) AS rows_affected FROM ins`.trim();
}
function buildUndo() {
@ -188,7 +189,7 @@ SELECT * FROM ins`.trim();
// This entry is a placeholder — the undo route uses it as a template reference.
return `
-- step 1 (run first):
DELETE FROM {{fc_table}} WHERE pf_logid = {{logid}};
DELETE FROM {{fc_table}} WHERE logid = {{logid}};
-- step 2 (run after step 1):
DELETE FROM pf.log WHERE id = {{logid}};`.trim();
}
@ -204,7 +205,7 @@ function applyTokens(sql, tokens) {
}
// build a SQL WHERE clause string from a slice object
// only dimension columns are included; unrecognised keys are silently skipped
// validates all keys against the allowed dimension column list
function buildWhere(slice, dimCols) {
if (!slice || Object.keys(slice).length === 0) return 'TRUE';
@ -212,7 +213,9 @@ function buildWhere(slice, dimCols) {
const parts = [];
for (const [col, val] of Object.entries(slice)) {
if (!allowed.has(col)) continue;
if (!allowed.has(col)) {
throw new Error(`"${col}" is not a dimension column`);
}
if (Array.isArray(val)) {
const escaped = val.map(v => esc(v));
parts.push(`"${col}" IN ('${escaped.join("', '")}')`);
@ -221,14 +224,14 @@ function buildWhere(slice, dimCols) {
}
}
return parts.length ? parts.join('\nAND ') : 'TRUE';
return parts.join('\nAND ');
}
// build AND iter NOT IN (...) from a version's exclude_iters array
function buildExcludeClause(excludeIters) {
if (!excludeIters || excludeIters.length === 0) return '';
const list = excludeIters.map(i => `'${esc(i)}'`).join(', ');
return `AND pf_iter NOT IN (${list})`;
return `AND iter NOT IN (${list})`;
}
// build the dimension columns portion of a SELECT for recode/clone
@ -242,44 +245,10 @@ function buildSetClause(dimCols, setObj) {
}).join(', ');
}
// build a SQL WHERE clause from an array of filter objects { col, op, values }
// only allows columns with role 'date' or 'filter'
function buildFilterClause(filters, colMeta) {
if (!filters || filters.length === 0) {
const err = new Error('At least one filter is required');
err.status = 400; throw err;
}
const allowed = new Set(
colMeta.filter(c => c.role !== 'ignore').map(c => c.cname)
);
const parts = filters.map(({ col, op, values = [] }) => {
if (!allowed.has(col)) {
const err = new Error(`Column "${col}" is not available for baseline filtering`);
err.status = 400; throw err;
}
const c = `"${col}"`;
const v = values.map(x => `'${esc(String(x))}'`);
switch (op) {
case '=': return `${c} = ${v[0]}`;
case '!=': return `${c} != ${v[0]}`;
case 'IN': return `${c} IN (${v.join(', ')})`;
case 'NOT IN': return `${c} NOT IN (${v.join(', ')})`;
case 'BETWEEN': return `${c} BETWEEN ${v[0]} AND ${v[1]}`;
case 'IS NULL': return `${c} IS NULL`;
case 'IS NOT NULL': return `${c} IS NOT NULL`;
default: {
const err = new Error(`Unsupported operator "${op}"`);
err.status = 400; throw err;
}
}
});
return parts.join('\nAND ');
}
// escape a value for safe SQL string substitution
function esc(val) {
if (val === null || val === undefined) return '';
return String(val).replace(/'/g, "''");
}
module.exports = { generateSQL, applyTokens, buildWhere, buildExcludeClause, buildSetClause, buildFilterClause, esc };
module.exports = { generateSQL, applyTokens, buildWhere, buildExcludeClause, buildSetClause, esc };

263
package-lock.json generated
View File

@ -8,7 +8,6 @@
"name": "pf_app",
"version": "1.0.0",
"dependencies": {
"apache-arrow": "^21.1.0",
"cors": "^2.8.5",
"dotenv": "^16.0.0",
"express": "^4.18.2",
@ -18,36 +17,6 @@
"nodemon": "^3.0.0"
}
},
"node_modules/@swc/helpers": {
"version": "0.5.21",
"resolved": "https://registry.npmjs.org/@swc/helpers/-/helpers-0.5.21.tgz",
"integrity": "sha512-jI/VAmtdjB/RnI8GTnokyX7Ug8c+g+ffD6QRLa6XQewtnGyukKkKSk3wLTM3b5cjt1jNh9x0jfVlagdN2gDKQg==",
"license": "Apache-2.0",
"dependencies": {
"tslib": "^2.8.0"
}
},
"node_modules/@types/command-line-args": {
"version": "5.2.3",
"resolved": "https://registry.npmjs.org/@types/command-line-args/-/command-line-args-5.2.3.tgz",
"integrity": "sha512-uv0aG6R0Y8WHZLTamZwtfsDLVRnOa+n+n5rEvFWL5Na5gZ8V2Teab/duDPFzIIIhs9qizDpcavCusCLJZu62Kw==",
"license": "MIT"
},
"node_modules/@types/command-line-usage": {
"version": "5.0.4",
"resolved": "https://registry.npmjs.org/@types/command-line-usage/-/command-line-usage-5.0.4.tgz",
"integrity": "sha512-BwR5KP3Es/CSht0xqBcUXS3qCAUVXwpRKsV2+arxeb65atasuXG9LykC9Ab10Cw3s2raH92ZqOeILaQbsB2ACg==",
"license": "MIT"
},
"node_modules/@types/node": {
"version": "24.12.2",
"resolved": "https://registry.npmjs.org/@types/node/-/node-24.12.2.tgz",
"integrity": "sha512-A1sre26ke7HDIuY/M23nd9gfB+nrmhtYyMINbjI1zHJxYteKR6qSMX56FsmjMcDb3SMcjJg5BiRRgOCC/yBD0g==",
"license": "MIT",
"dependencies": {
"undici-types": "~7.16.0"
}
},
"node_modules/accepts": {
"version": "1.3.8",
"resolved": "https://registry.npmjs.org/accepts/-/accepts-1.3.8.tgz",
@ -61,21 +30,6 @@
"node": ">= 0.6"
}
},
"node_modules/ansi-styles": {
"version": "4.3.0",
"resolved": "https://registry.npmjs.org/ansi-styles/-/ansi-styles-4.3.0.tgz",
"integrity": "sha512-zbB9rCJAT1rbjiVDb2hqKFHNYLxgtk8NURxZ3IZwD3F6NtxbXZQCnnSi1Lkx+IDohdPlFp222wVALIheZJQSEg==",
"license": "MIT",
"dependencies": {
"color-convert": "^2.0.1"
},
"engines": {
"node": ">=8"
},
"funding": {
"url": "https://github.com/chalk/ansi-styles?sponsor=1"
}
},
"node_modules/anymatch": {
"version": "3.1.3",
"resolved": "https://registry.npmjs.org/anymatch/-/anymatch-3.1.3.tgz",
@ -90,35 +44,6 @@
"node": ">= 8"
}
},
"node_modules/apache-arrow": {
"version": "21.1.0",
"resolved": "https://registry.npmjs.org/apache-arrow/-/apache-arrow-21.1.0.tgz",
"integrity": "sha512-kQrYLxhC+NTVVZ4CCzGF6L/uPVOzJmD1T3XgbiUnP7oTeVFOFgEUu6IKNwCDkpFoBVqDKQivlX4RUFqqnWFlEA==",
"license": "Apache-2.0",
"dependencies": {
"@swc/helpers": "^0.5.11",
"@types/command-line-args": "^5.2.3",
"@types/command-line-usage": "^5.0.4",
"@types/node": "^24.0.3",
"command-line-args": "^6.0.1",
"command-line-usage": "^7.0.1",
"flatbuffers": "^25.1.24",
"json-bignum": "^0.0.3",
"tslib": "^2.6.2"
},
"bin": {
"arrow2csv": "bin/arrow2csv.js"
}
},
"node_modules/array-back": {
"version": "6.2.3",
"resolved": "https://registry.npmjs.org/array-back/-/array-back-6.2.3.tgz",
"integrity": "sha512-SGDvmg6QTYiTxCBkYVmThcoa67uLl35pyzRHdpCGBOcqFy6BtwnphoFPk7LhJshD+Yk1Kt35WGWeZPTgwR4Fhw==",
"license": "MIT",
"engines": {
"node": ">=12.17"
}
},
"node_modules/array-flatten": {
"version": "1.1.1",
"resolved": "https://registry.npmjs.org/array-flatten/-/array-flatten-1.1.1.tgz",
@ -236,58 +161,6 @@
"url": "https://github.com/sponsors/ljharb"
}
},
"node_modules/chalk": {
"version": "4.1.2",
"resolved": "https://registry.npmjs.org/chalk/-/chalk-4.1.2.tgz",
"integrity": "sha512-oKnbhFyRIXpUuez8iBMmyEa4nbj4IOQyuhc/wy9kY7/WVPcwIO9VA668Pu8RkO7+0G76SLROeyw9CpQ061i4mA==",
"license": "MIT",
"dependencies": {
"ansi-styles": "^4.1.0",
"supports-color": "^7.1.0"
},
"engines": {
"node": ">=10"
},
"funding": {
"url": "https://github.com/chalk/chalk?sponsor=1"
}
},
"node_modules/chalk-template": {
"version": "0.4.0",
"resolved": "https://registry.npmjs.org/chalk-template/-/chalk-template-0.4.0.tgz",
"integrity": "sha512-/ghrgmhfY8RaSdeo43hNXxpoHAtxdbskUHjPpfqUWGttFgycUhYPGx3YZBCnUCvOa7Doivn1IZec3DEGFoMgLg==",
"license": "MIT",
"dependencies": {
"chalk": "^4.1.2"
},
"engines": {
"node": ">=12"
},
"funding": {
"url": "https://github.com/chalk/chalk-template?sponsor=1"
}
},
"node_modules/chalk/node_modules/has-flag": {
"version": "4.0.0",
"resolved": "https://registry.npmjs.org/has-flag/-/has-flag-4.0.0.tgz",
"integrity": "sha512-EykJT/Q1KjTWctppgIAgfSO0tKVuZUjhgMr17kqTumMl6Afv3EISleU7qZUzoXDFTAHTDC4NOoG/ZxU3EvlMPQ==",
"license": "MIT",
"engines": {
"node": ">=8"
}
},
"node_modules/chalk/node_modules/supports-color": {
"version": "7.2.0",
"resolved": "https://registry.npmjs.org/supports-color/-/supports-color-7.2.0.tgz",
"integrity": "sha512-qpCAvRl9stuOHveKsn7HncJRvv501qIacKzQlO/+Lwxc9+0q2wLyv4Dfvt80/DPn2pqOBsJdDiogXGR9+OvwRw==",
"license": "MIT",
"dependencies": {
"has-flag": "^4.0.0"
},
"engines": {
"node": ">=8"
}
},
"node_modules/chokidar": {
"version": "3.6.0",
"resolved": "https://registry.npmjs.org/chokidar/-/chokidar-3.6.0.tgz",
@ -313,62 +186,6 @@
"fsevents": "~2.3.2"
}
},
"node_modules/color-convert": {
"version": "2.0.1",
"resolved": "https://registry.npmjs.org/color-convert/-/color-convert-2.0.1.tgz",
"integrity": "sha512-RRECPsj7iu/xb5oKYcsFHSppFNnsj/52OVTRKb4zP5onXwVF3zVmmToNcOfGC+CRDpfK/U584fMg38ZHCaElKQ==",
"license": "MIT",
"dependencies": {
"color-name": "~1.1.4"
},
"engines": {
"node": ">=7.0.0"
}
},
"node_modules/color-name": {
"version": "1.1.4",
"resolved": "https://registry.npmjs.org/color-name/-/color-name-1.1.4.tgz",
"integrity": "sha512-dOy+3AuW3a2wNbZHIuMZpTcgjGuLU/uBL/ubcZF9OXbDo8ff4O8yVp5Bf0efS8uEoYo5q4Fx7dY9OgQGXgAsQA==",
"license": "MIT"
},
"node_modules/command-line-args": {
"version": "6.0.2",
"resolved": "https://registry.npmjs.org/command-line-args/-/command-line-args-6.0.2.tgz",
"integrity": "sha512-AIjYVxrV9X752LmPDLbVYv8aMCuHPSLZJXEo2qo/xJfv+NYhaZ4sMSF01rM+gHPaMgvPM0l5D/F+Qx+i2WfSmQ==",
"license": "MIT",
"dependencies": {
"array-back": "^6.2.3",
"find-replace": "^5.0.2",
"lodash.camelcase": "^4.3.0",
"typical": "^7.3.0"
},
"engines": {
"node": ">=12.20"
},
"peerDependencies": {
"@75lb/nature": "latest"
},
"peerDependenciesMeta": {
"@75lb/nature": {
"optional": true
}
}
},
"node_modules/command-line-usage": {
"version": "7.0.4",
"resolved": "https://registry.npmjs.org/command-line-usage/-/command-line-usage-7.0.4.tgz",
"integrity": "sha512-85UdvzTNx/+s5CkSgBm/0hzP80RFHAa7PsfeADE5ezZF3uHz3/Tqj9gIKGT9PTtpycc3Ua64T0oVulGfKxzfqg==",
"license": "MIT",
"dependencies": {
"array-back": "^6.2.2",
"chalk-template": "^0.4.0",
"table-layout": "^4.1.1",
"typical": "^7.3.0"
},
"engines": {
"node": ">=12.20.0"
}
},
"node_modules/content-disposition": {
"version": "0.5.4",
"resolved": "https://registry.npmjs.org/content-disposition/-/content-disposition-0.5.4.tgz",
@ -613,29 +430,6 @@
"node": ">= 0.8"
}
},
"node_modules/find-replace": {
"version": "5.0.2",
"resolved": "https://registry.npmjs.org/find-replace/-/find-replace-5.0.2.tgz",
"integrity": "sha512-Y45BAiE3mz2QsrN2fb5QEtO4qb44NcS7en/0y9PEVsg351HsLeVclP8QPMH79Le9sH3rs5RSwJu99W0WPZO43Q==",
"license": "MIT",
"engines": {
"node": ">=14"
},
"peerDependencies": {
"@75lb/nature": "latest"
},
"peerDependenciesMeta": {
"@75lb/nature": {
"optional": true
}
}
},
"node_modules/flatbuffers": {
"version": "25.9.23",
"resolved": "https://registry.npmjs.org/flatbuffers/-/flatbuffers-25.9.23.tgz",
"integrity": "sha512-MI1qs7Lo4Syw0EOzUl0xjs2lsoeqFku44KpngfIduHBYvzm8h2+7K8YMQh1JtVVVrUvhLpNwqVi4DERegUJhPQ==",
"license": "Apache-2.0"
},
"node_modules/forwarded": {
"version": "0.2.0",
"resolved": "https://registry.npmjs.org/forwarded/-/forwarded-0.2.0.tgz",
@ -874,20 +668,6 @@
"node": ">=0.12.0"
}
},
"node_modules/json-bignum": {
"version": "0.0.3",
"resolved": "https://registry.npmjs.org/json-bignum/-/json-bignum-0.0.3.tgz",
"integrity": "sha512-2WHyXj3OfHSgNyuzDbSxI1w2jgw5gkWSWhS7Qg4bWXx1nLk3jnbwfUeS0PSba3IzpTUWdHxBieELUzXRjQB2zg==",
"engines": {
"node": ">=0.8"
}
},
"node_modules/lodash.camelcase": {
"version": "4.3.0",
"resolved": "https://registry.npmjs.org/lodash.camelcase/-/lodash.camelcase-4.3.0.tgz",
"integrity": "sha512-TwuEnCnxbc3rAvhf/LbG7tJUDzhqXyFnv3dtzLOPgCG/hODL7WFnsbwktkD7yUV0RrreP/l1PALq/YSg6VvjlA==",
"license": "MIT"
},
"node_modules/math-intrinsics": {
"version": "1.1.0",
"resolved": "https://registry.npmjs.org/math-intrinsics/-/math-intrinsics-1.1.0.tgz",
@ -1520,19 +1300,6 @@
"node": ">=4"
}
},
"node_modules/table-layout": {
"version": "4.1.1",
"resolved": "https://registry.npmjs.org/table-layout/-/table-layout-4.1.1.tgz",
"integrity": "sha512-iK5/YhZxq5GO5z8wb0bY1317uDF3Zjpha0QFFLA8/trAoiLbQD0HUbMesEaxyzUgDxi2QlcbM8IvqOlEjgoXBA==",
"license": "MIT",
"dependencies": {
"array-back": "^6.2.2",
"wordwrapjs": "^5.1.0"
},
"engines": {
"node": ">=12.17"
}
},
"node_modules/to-regex-range": {
"version": "5.0.1",
"resolved": "https://registry.npmjs.org/to-regex-range/-/to-regex-range-5.0.1.tgz",
@ -1565,12 +1332,6 @@
"nodetouch": "bin/nodetouch.js"
}
},
"node_modules/tslib": {
"version": "2.8.1",
"resolved": "https://registry.npmjs.org/tslib/-/tslib-2.8.1.tgz",
"integrity": "sha512-oJFu94HQb+KVduSUQL7wnpmqnfmLsOA/nAh6b6EH0wCEoK0/mPeXU6c3wKDV83MkOuHPRHtSXKKU99IBazS/2w==",
"license": "0BSD"
},
"node_modules/type-is": {
"version": "1.6.18",
"resolved": "https://registry.npmjs.org/type-is/-/type-is-1.6.18.tgz",
@ -1584,15 +1345,6 @@
"node": ">= 0.6"
}
},
"node_modules/typical": {
"version": "7.3.0",
"resolved": "https://registry.npmjs.org/typical/-/typical-7.3.0.tgz",
"integrity": "sha512-ya4mg/30vm+DOWfBg4YK3j2WD6TWtRkCbasOJr40CseYENzCUby/7rIvXA99JGsQHeNxLbnXdyLLxKSv3tauFw==",
"license": "MIT",
"engines": {
"node": ">=12.17"
}
},
"node_modules/undefsafe": {
"version": "2.0.5",
"resolved": "https://registry.npmjs.org/undefsafe/-/undefsafe-2.0.5.tgz",
@ -1600,12 +1352,6 @@
"dev": true,
"license": "MIT"
},
"node_modules/undici-types": {
"version": "7.16.0",
"resolved": "https://registry.npmjs.org/undici-types/-/undici-types-7.16.0.tgz",
"integrity": "sha512-Zz+aZWSj8LE6zoxD+xrjh4VfkIG8Ya6LvYkZqtUQGJPZjYl53ypCaUwWqo7eI0x66KBGeRo+mlBEkMSeSZ38Nw==",
"license": "MIT"
},
"node_modules/unpipe": {
"version": "1.0.0",
"resolved": "https://registry.npmjs.org/unpipe/-/unpipe-1.0.0.tgz",
@ -1633,15 +1379,6 @@
"node": ">= 0.8"
}
},
"node_modules/wordwrapjs": {
"version": "5.1.1",
"resolved": "https://registry.npmjs.org/wordwrapjs/-/wordwrapjs-5.1.1.tgz",
"integrity": "sha512-0yweIbkINJodk27gX9LBGMzyQdBDan3s/dEAiwBOj+Mf0PPyWL6/rikalkv8EeD0E8jm4o5RXEOrFTP3NXbhJg==",
"license": "MIT",
"engines": {
"node": ">=12.17"
}
},
"node_modules/xtend": {
"version": "4.0.2",
"resolved": "https://registry.npmjs.org/xtend/-/xtend-4.0.2.tgz",

View File

@ -5,11 +5,9 @@
"main": "server.js",
"scripts": {
"start": "node server.js",
"dev": "nodemon server.js",
"build": "cd ui && npm run build"
"dev": "nodemon server.js"
},
"dependencies": {
"apache-arrow": "^21.1.0",
"cors": "^2.8.5",
"dotenv": "^16.0.0",
"express": "^4.18.2",

View File

@ -2,7 +2,7 @@
## Overview
A web application for building named forecast scenarios against any PostgreSQL table. The core workflow is: load known historical actuals as a baseline, shift those dates forward by a specified interval into the forecast period to establish a no-change starting point, then apply incremental adjustments (scale, recode, clone) to build the plan. An admin configures a source table, generates a baseline, and opens it for users to make adjustments. Users interact with a pivot table to select slices of data and apply forecast operations. All changes are incremental (append-only), fully audited, and reversible.
A web application for building named forecast scenarios against any PostgreSQL table. An admin configures a source table, generates a baseline, and opens it for users to make adjustments. Users interact with a pivot table to select slices of data and apply forecast operations. All changes are incremental (append-only), fully audited, and reversible.
---
@ -10,7 +10,7 @@ A web application for building named forecast scenarios against any PostgreSQL t
- **Backend:** Node.js / Express
- **Database:** PostgreSQL — isolated `pf` schema, installs into any existing DB
- **Frontend:** React + Vite + Tailwind CSS; Perspective (forecast pivot)
- **Frontend:** Vanilla JS + AG Grid (pivot mode)
- **Pattern:** Follows fc_webapp (shell) + pivot_forecast (operations)
---
@ -52,12 +52,11 @@ CREATE TABLE pf.col_meta (
```
**Roles:**
- `dimension` — categorical field (customer, part, channel, rep, geography, etc.) — appears as pivot rows/cols, used in WHERE filters for operations
- `dimension` — categorical field (customer, part, channel, rep, geography, etc.) — appears as pivot rows/cols, used in WHERE filters
- `value` — the money/revenue field to scale
- `units` — the quantity field to scale
- `date` — the primary date field; used for baseline/reference date range and stored in the forecast table
- `filter` — columns available as filter conditions in the Baseline Workbench (e.g. order status, ship date, open flag); used in baseline WHERE clauses but **not stored** in the forecast table
- `ignore` — exclude from forecast table entirely
- `date` — the date field used for baseline date range selection
- `ignore` — exclude from forecast table
### `pf.version`
Named forecast scenarios. One forecast table (`pf.fc_{tname}_{version_id}`) is created per version.
@ -151,8 +150,7 @@ CREATE TABLE pf.sql (
| `{{exclude_clause}}` | built from `version.exclude_iters` — e.g. `AND iter NOT IN ('reference')` |
| `{{logid}}` | newly inserted `pf.log` id |
| `{{pf_user}}` | from request body |
| `{{date_from}}` / `{{date_to}}` | baseline/reference date range (source period) |
| `{{date_offset}}` | PostgreSQL interval string to shift dates into the forecast period — e.g. `1 year`, `6 months`, `2 years 3 months` (baseline only; empty string = no shift) |
| `{{date_from}}` / `{{date_to}}` | baseline/reference date range |
| `{{value_incr}}` / `{{units_incr}}` | scale operation increments |
| `{{pct}}` | scale mode: absolute or percentage |
| `{{set_clause}}` | recode/clone dimension overrides |
@ -216,85 +214,39 @@ Source registration, col_meta configuration, SQL generation, version creation, a
| Method | Route | Description |
|--------|-------|-------------|
| POST | `/api/versions/:id/baseline` | Load one baseline segment (additive — does not clear existing baseline rows) |
| DELETE | `/api/versions/:id/baseline` | Clear all baseline rows and baseline log entries for this version |
| POST | `/api/versions/:id/reference` | Load reference rows from source table for a date range (additive) |
| POST | `/api/versions/:id/baseline` | Load baseline from source table for a date range |
| POST | `/api/versions/:id/reference` | Load reference rows from source table for a date range |
**Baseline load request body:**
**Baseline request body:**
```json
{
"date_offset": "1 year",
"filters": [
[
{ "col": "order_date", "op": "BETWEEN", "values": ["2024-01-01", "2024-12-31"] },
{ "col": "order_status", "op": "IN", "values": ["OPEN", "PENDING"] }
],
[
{ "col": "order_status", "op": "IS NULL" }
]
],
"pf_user": "admin",
"note": "FY2024 actuals + open orders projected to FY2025",
"replay": false
"date_from": "2024-01-01",
"date_to": "2024-12-31",
"pf_user": "admin",
"note": "restated actuals",
"replay": false
}
```
The example above generates: `(order_date BETWEEN '2024-01-01' AND '2024-12-31' AND order_status IN ('OPEN','PENDING')) OR (order_status IS NULL)`
`replay` controls behavior when incremental rows exist:
- `date_offset` — PostgreSQL interval string applied to the primary `role = 'date'` column at insert time. Examples: `"1 year"`, `"6 months"`, `"2 years 3 months"`. Defaults to `"0 days"`. Applied to the stored date value only — filter columns are never shifted.
- `filters` — an array of **groups**. Conditions within a group are AND-ed; groups are OR-ed together. Each group is an array of one or more condition objects:
- `col` — must be `role = 'date'` or `role = 'filter'` in col_meta
- `op` — one of `=`, `!=`, `IN`, `NOT IN`, `BETWEEN`, `IS NULL`, `IS NOT NULL`
- `values` — array of strings; two elements for `BETWEEN`; multiple for `IN`/`NOT IN`; omitted for `IS NULL`/`IS NOT NULL`
- Backward compatibility: a flat array of condition objects (non-nested) is treated as a single group (all AND).
- At least one group with at least one condition is required.
- `raw_where` — optional string. When present, bypasses `filters` entirely and injects the value verbatim as the WHERE clause body. **Admin-only** — rejected with `403` if the requesting `pf_user` is not in the admin list. Not validated against col_meta. Caller is responsible for correctness and SQL safety. Stored as-is in `pf.log.params` for audit. Cannot be combined with `filters` — if both are present the request is rejected with `400`.
- Baseline loads are **additive** — existing `iter = 'baseline'` rows are not touched. Each load is its own log entry and is independently undoable.
- `replay: false` (default) — delete existing `iter = 'baseline'` rows only, re-insert new baseline, leave all incremental rows (`scale`, `recode`, `clone`) untouched
- `replay: true` — delete all rows, re-insert new baseline, then re-execute each log entry in chronological order against the new baseline, reconstructing all adjustments
`replay` controls behavior when incremental rows exist (applies to Clear + reload, not individual segments):
The UI presents this as a choice when the admin re-baselines and incremental rows exist:
> "This version has N adjustments. Rebuild baseline only, or replay all adjustments against the new baseline?"
- `replay: false` (default) — after clearing, re-load baseline segments, leave incremental rows untouched
- `replay: true` — after clearing, re-load baseline, then re-execute each incremental log entry in chronological order
**v1 note:** `replay: true` returns `501 Not Implemented` until the replay engine is built. The flag is designed into the API now so the request shape doesn't change later.
**v1 note:** `replay: true` returns `501 Not Implemented` until the replay engine is built.
**Clear baseline (`DELETE /api/versions/:id/baseline`)** — deletes all rows where `iter = 'baseline'` and all `operation = 'baseline'` log entries. Irreversible (no undo). Returns `{ rows_deleted, log_entries_deleted }`.
**Reference request body:** same shape as baseline load without `replay`. Reference dates land verbatim (no offset). Additive — multiple reference loads stack independently, each undoable by logid.
**Reference request body:** same shape without `replay`. Reference loads are additive — multiple reference periods can be loaded independently under separate log entries. Each is undoable via its logid.
### Forecast Data
| Method | Route | Description |
|--------|-------|-------------|
| GET | `/api/versions/:id/data` | Stream all rows for this version as an Arrow IPC binary |
| GET | `/api/versions/:id/data` | Return all rows for this version (all iters including reference) |
**Transport format — Apache Arrow IPC stream**
The endpoint returns `Content-Type: application/vnd.apache.arrow.stream` (binary). JSON is not used for this route. The client fetches the response as `arrayBuffer()` and passes it directly to `worker.table(buffer)` — Perspective's native ingestion path with no JS deserialization overhead.
Arrow's columnar layout with dictionary encoding on string dimension columns keeps payload size manageable at scale (typically 50150 MB for 1M rows depending on string cardinality), compared to several times that for equivalent JSON.
**Server-side streaming (cursor-based)**
For datasets that may reach 1M+ rows, the server must not buffer the full query result in memory before writing the response. Instead:
1. Open a PostgreSQL cursor over the `SELECT * FROM {{fc_table}}` query
2. Fetch rows in batches (target: 10 000 rows per batch)
3. For each batch, append a serialized Arrow record batch to the HTTP response using chunked transfer encoding
4. Close the cursor and end the response when all batches are written
This means the first bytes of the Arrow stream reach the client while the server is still reading from the database, and Node.js heap stays bounded regardless of dataset size.
**Client-side loading**
- **Moderate datasets (< ~500k rows):** accumulate the full `arrayBuffer()` then call `worker.table(buffer)` once. Perspective becomes interactive after the stream completes.
- **Large datasets (≥ ~500k rows):** process Arrow record batches incrementally — call `worker.table(firstBatch)` to create the table, then `pspTable.update(batch)` for each subsequent batch. Perspective is interactive and browseable while remaining batches are still arriving.
The client detects which path to use by checking the `X-Row-Count` response header (see below).
**Row-count pre-check**
Before opening the cursor, the server runs `SELECT COUNT(*) FROM {{fc_table}}`. The result is attached as the `X-Row-Count` response header so the client can choose its loading strategy. If the count exceeds 500 000, the UI displays a non-blocking notice ("Loading large dataset — pivot will become interactive as data arrives") rather than a blank screen.
Returns flat array. AG Grid pivot runs client-side on this data.
### Forecast Operations
@ -382,140 +334,61 @@ All operations share a common request envelope:
### Navigation (sidebar)
Three-step collapsible sidebar (200 px expanded / 48 px collapsed, state persisted to `localStorage`):
1. **Sources** — browse DB tables, register sources, configure col_meta, generate SQL
2. **Versions** — list forecast versions per source, create/close/reopen/delete
3. **Forecast** — main working view (pivot + operation panel)
4. **Log** — change history with undo
1. **① Setup** — browse DB tables, register sources, configure col_meta, generate SQL. One-time admin task.
2. **② Baseline** — create/manage versions, load baseline segments, timeline preview. One-time per version.
3. **③ Forecast** — main working view: Perspective pivot + operation panel. Primary ongoing use.
### Sources View
### Setup View (① Setup)
- Left: DB table browser (like fc_webapp) — all tables with row counts, preview on click
- Right: Registered sources list — click to open col_meta editor
- Col_meta editor: AG Grid editable table — set role per column, toggle is_key, set label
- "Generate SQL" button — triggers generate-sql route, shows confirmation
- Must generate SQL before versions can be created against this source
- Left panel: DB table browser — all tables with row counts; click a table to open a preview modal (column list + sample rows)
- Right panel: Registered sources list; click a source to open col_meta editor below
- Col_meta editor: inline table — role dropdown per column, is_key checkbox, label text input, ordinal position
- "Save" button — upserts col_meta; "Generate SQL" button — triggers generate-sql route, shows confirmation
- "Register source" button available in the table preview modal
- New columns default to role `dimension` on registration
- Must generate SQL before a version can be created against this source
### Versions View
### Baseline View (② Baseline)
Source and version selectors at top. Version management inline: create new version (explains that a forecast table will be created), Close / Reopen / Delete buttons. Delete drops the forecast table and removes all version records.
### Baseline Workbench
A dedicated view for constructing the baseline for the selected version. The baseline is built from one or more **segments** — each segment is an independent query against the source table that appends rows to `iter = 'baseline'`. Segments are additive; clearing is explicit.
**Layout:**
```
┌─────────────────────────────────────────────────────────────┐
│ Baseline — [Version name] [Clear Baseline] │
├─────────────────────────────────────────────────────────────┤
│ Segments loaded (from log): │
│ ┌──────┬────────────────┬──────────┬───────┬──────────┐ │
│ │ ID │ Description │ Rows │ By │ [Undo] │ │
│ └──────┴────────────────┴──────────┴───────┴──────────┘ │
├─────────────────────────────────────────────────────────────┤
│ Add Segment │
│ │
│ Description [_______________________________________] │
│ │
│ Date range [date_from] to [date_to] on [date col ▾] │
│ Date offset [0] years [0] months │
│ │
│ Additional filters: │
│ [ + Add filter ] │
│ ┌──────────────────┬──────────┬──────────────┬───────┐ │
│ │ Column │ Op │ Value(s) │ [ x ]│ │
│ └──────────────────┴──────────┴──────────────┴───────┘ │
│ │
│ Preview: [projected month chips] │
│ │
│ Note [___________] [Load Segment] │
└─────────────────────────────────────────────────────────────┘
```
**Segments list** — shows all `operation = 'baseline'` log entries for this version, newest first. Each has an Undo button. Undo removes only that segment's rows (by logid), leaving other segments intact.
**Clear Baseline** — deletes ALL `iter = 'baseline'` rows and all `operation = 'baseline'` log entries for this version. Prompts for confirmation. Used when starting over from scratch.
**Add Segment form:**
- **Description** — free text label stored as the log `note`, shown in the segments list
- **Date offset** — years + months spinners; shifts the primary `role = 'date'` column forward on insert
- **Filters** — one or more filter groups that define what rows to pull. Conditions within a group are AND-ed; groups are OR-ed. There is no separate "date range" section — period selection is just a filter like any other:
- Each group has a header row ("Group 1", "Group 2 — OR", …) and a `+ Add condition` link
- Within a group: Column (any `role = 'date'` or `role = 'filter'`), Operator (`=`, `!=`, `IN`, `NOT IN`, `BETWEEN`, `IS NULL`, `IS NOT NULL`), Value(s)
- Value inputs: `BETWEEN` → two date/text inputs; `IN`/`NOT IN` → comma-separated list; `=`/`!=` → single input; omitted for `IS NULL`/`IS NOT NULL`
- `+ Add OR group` button appends a new empty group below, joined by an "OR" separator label
- Groups with more than one condition render an "AND" badge between rows to make the logic explicit
- A group can be removed with `×` on its header (not available when only one group remains)
- At least one group with at least one condition is required to load a segment
- **Manual WHERE clause** (admin only) — a toggle link ("Switch to manual SQL") that replaces the filter builder with a plain textarea. The admin types a raw PostgreSQL WHERE clause body (no `WHERE` keyword). Switching back to the builder clears the textarea. When active, the filter builder is hidden and the structured `filters` field is not sent; `raw_where` is sent instead. A prominent warning banner reads: "Raw SQL is not validated. You are responsible for correctness and security."
- **Timeline preview** — rendered when any condition in any group is a `BETWEEN` or `=` on a `role = 'date'` column. Shows a horizontal bar (number-line style) for the source period and, if offset > 0, a second bar below for the projected period. Each bar shows start date on the left, end date on the right, duration in the centre. The two bars share the same visual width so the shift is immediately apparent. Not shown in manual WHERE mode or when no date condition is present.
- **Note** — optional free text
- **Load Segment** — submits; appends rows, does not clear existing baseline rows
**Example — three-segment baseline:**
| # | Description | Filter logic | Offset |
|---|-------------|--------------|--------|
| 1 | All orders taken 6/1/253/31/26 | `order_date BETWEEN 2025-06-01 AND 2026-03-31` | 0 |
| 2 | Open or unshipped orders (status missing or explicit) | `(status IN ('OPEN','PENDING')) OR (status IS NULL)` | 0 |
| 3 | Prior year book-and-ship 4/1/255/31/25 | `order_date BETWEEN 2025-04-01 AND 2025-05-31 AND ship_date BETWEEN 2025-04-01 AND 2025-05-31` | 0 |
Segment 2 uses two OR groups; segment 3 has two AND conditions in one group. Any combination is valid as long as at least one group with at least one condition is present.
- List of versions for selected source — name, status (open/closed), created date, row count
- Create version form — name, description, exclude_iters (defaults to `["reference"]`)
- Per-version actions: open forecast, load baseline, load reference, close, reopen, delete
### Forecast View
**Layout:**
```
┌─────────────────────────────────────────────────────────────────┐
│ [Version label] [Refresh] [Save layout] [Reset layout] │
├──────────────────────────────────────┬──────────────────────────┤
│ │ │
│ Perspective Viewer │ Operation Panel │
│ (interactive pivot web component) │ (active when slice set) │
│ │ │
│ │ Slice: │
│ │ channel = WHS │
│ │ geography = WEST │
│ │ │
│ │ [ Scale ] [ Recode ] │
│ │ [ Clone ] │
│ │ │
│ │ ... operation form ... │
│ │ │
│ │ [ Submit ] │
│ │ │
└──────────────────────────────────────┴──────────────────────────┘
┌──────────────────────────────────────────────────────────┐
│ [Source: sales] [Version: FY2024 v1 — open] [Refresh] │
├────────────────────────┬─────────────────────────────────┤
│ │ │
│ Pivot Grid │ Operation Panel │
│ (AG Grid pivot mode) │ (active when slice selected) │
│ │ │
│ │ Slice: │
│ │ channel = WHS │
│ │ geography = WEST │
│ │ │
│ │ [ Scale ] [ Recode ] [ Clone ] │
│ │ │
│ │ ... operation form ... │
│ │ │
│ │ [ Submit ] │
│ │ │
└────────────────────────┴─────────────────────────────────┘
```
**Pivot control:** [Perspective](https://perspective.finos.org/) 4.4.0, loaded from CDN at runtime. Data is fetched from `GET /api/versions/:id/data` as an Arrow IPC binary stream and loaded into an in-browser Perspective worker — Perspective's native ingestion path. Supports grouping, splitting, filtering, sorting, and charting interactively. Layout (group_by, split_by, filters, plugin) is saved per version to `localStorage` via Save layout / Reset layout buttons.
**Large-dataset loading sequence:**
1. Client issues `GET /api/versions/:id/data`
2. Server responds with `X-Row-Count` header and begins streaming Arrow record batches
3. If `X-Row-Count` ≥ 500 000, UI shows a non-blocking loading banner; otherwise no indicator
4. Client calls `worker.table(firstBatch)` on the first batch to make the pivot interactive immediately
5. Each subsequent batch is applied with `pspTable.update(batch)` as it arrives
6. Banner clears when the stream closes
**Interaction flow:**
1. Click a cell or row in the pivot — the `perspective-click` event fires
2. `detail.config.filter` from the event is parsed: only `==` filters on `role = dimension` columns are extracted as the slice
3. Slice populates the Operation Panel — pick operation tab, fill in parameters
4. Submit → POST to API → new rows returned via `RETURNING *` are streamed directly into the Perspective table (`pspTable.update(rows)`) — no full reload needed
5. For recode, both the negative offset rows and positive replacement rows are returned and streamed
1. Select cells in pivot — selected dimension values populate Operation Panel as slice
2. Pick operation tab, fill in parameters
3. Submit → POST to API → response shows rows affected
4. Grid refreshes (re-fetch `get_data`)
**Pivot default layout:** built from col_meta — first two `dimension` columns as `group_by`, `date` column as `split_by`. User can rearrange in Perspective settings panel and save.
**Reference rows** (`pf_iter = 'reference'`) are visible in the pivot for comparison context. Operations never affect them (enforced by `exclude_iters` in the version).
**Reference rows** shown in pivot (for context) but visually distinguished (e.g., muted color). Operations never affect them.
### Log View
AG Grid list of log entries — user, timestamp, operation, slice, note, rows affected.
"Undo" button per row → `DELETE /api/log/:logid` → grid and pivot refresh (full reload of Perspective table).
"Undo" button per row → `DELETE /api/log/:logid` → grid and pivot refresh.
---
@ -523,50 +396,12 @@ AG Grid list of log entries — user, timestamp, operation, slice, note, rows af
Column names baked in at generation time. Tokens substituted at request time.
### Baseline Load (one segment)
### Baseline / Reference Load
```sql
WITH ilog AS (
INSERT INTO pf.log (version_id, pf_user, operation, slice, params, note)
VALUES ({{version_id}}, '{{pf_user}}', 'baseline', NULL, '{{params}}'::jsonb, '{{note}}')
RETURNING id
)
INSERT INTO {{fc_table}} (
{dimension_cols}, {value_col}, {units_col}, {date_col},
iter, logid, pf_user, created_at
)
SELECT
{dimension_cols}, {value_col}, {units_col},
({date_col} + '{{date_offset}}'::interval)::date,
'baseline', (SELECT id FROM ilog), '{{pf_user}}', now()
FROM
{schema}.{tname}
WHERE
{{filter_clause}}
```
Baseline loads are **additive** — no DELETE before INSERT. Each segment appends independently.
Token details:
- `{{date_offset}}` — PostgreSQL interval string (e.g. `1 year`); defaults to `0 days`; applied only to the primary `role = 'date'` column on insert
- `{{filter_clause}}` — built from `filters` or `raw_where` at request time (not baked into stored SQL since conditions vary per segment).
- Structured path (`filters`): each group becomes a parenthesized AND block; groups are joined with `OR`. Every column is validated against col_meta (`role = 'date'` or `role = 'filter'`). Values are escaped (single quotes doubled). Supported operators: `=`, `!=`, `IN`, `NOT IN`, `BETWEEN`, `IS NULL`, `IS NOT NULL`.
- Raw path (`raw_where`): the string is injected verbatim. No col_meta validation. Admin-only.
### Clear Baseline
Two queries, run in a transaction:
```sql
DELETE FROM {{fc_table}} WHERE iter = 'baseline';
DELETE FROM pf.log WHERE version_id = {{version_id}} AND operation = 'baseline';
```
### Reference Load
```sql
WITH ilog AS (
INSERT INTO pf.log (version_id, pf_user, operation, slice, params, note)
VALUES ({{version_id}}, '{{pf_user}}', 'reference', NULL, '{{params}}'::jsonb, '{{note}}')
VALUES ({{version_id}}, '{{pf_user}}', '{{operation}}', NULL, '{{params}}'::jsonb, '{{note}}')
RETURNING id
)
INSERT INTO {{fc_table}} (
@ -575,14 +410,14 @@ INSERT INTO {{fc_table}} (
)
SELECT
{dimension_cols}, {value_col}, {units_col}, {date_col},
'reference', (SELECT id FROM ilog), '{{pf_user}}', now()
'{{operation}}', (SELECT id FROM ilog), '{{pf_user}}', now()
FROM
{schema}.{tname}
WHERE
{date_col} BETWEEN '{{date_from}}' AND '{{date_to}}'
```
No date offset — reference rows land at their original dates for prior-period comparison.
Baseline route also deletes existing `iter = 'baseline'` rows before inserting.
### Scale
@ -673,14 +508,11 @@ DELETE FROM pf.log WHERE id = {{logid}};
## Admin Setup Flow (end-to-end)
1. Open **Sources** view → browse DB tables → register source table
2. Open col_meta editor → assign roles to columns (`dimension`, `value`, `units`, `date`, `filter`, `ignore`), mark is_key dimensions, set labels
2. Open col_meta editor → assign roles to columns, mark is_key dimensions, set labels
3. Click **Generate SQL** → app writes operation SQL to `pf.sql`
4. Open **Versions** view → create a named version (sets `exclude_iters`, creates forecast table)
5. Open **Baseline Workbench** → build the baseline from one or more segments:
- Each segment specifies a date range (on any date/filter column), date offset, and optional additional filter conditions
- Add segments until the baseline is complete; each is independently undoable
- Use "Clear Baseline" to start over if needed
6. Optionally load **Reference** → pick prior period date range → inserts `iter = 'reference'` rows at their original dates (for comparison in the pivot)
5. Load **Baseline** → pick date range → inserts `iter = 'baseline'` rows
6. Optionally load **Reference** → pick prior year date range → inserts `iter = 'reference'` rows
7. Open **Forecast** view → share with users
## User Forecast Flow (end-to-end)
@ -698,38 +530,9 @@ DELETE FROM pf.log WHERE id = {{logid}};
## Open Questions / Future Scope
- **Baseline replay** — re-execute change log against a restated baseline (`replay: true`); v1 returns 501
- **Arrow IPC for initial data load** — at large row counts (1M+) the `/versions/:id/data` JSON response becomes a bottleneck. Option: serve Arrow IPC binary instead of JSON; Perspective's `worker.table()` accepts Arrow buffers natively. Incremental operation rows (scale/recode/clone) can stay as JSON fed to `table.update()` since they're always small. Could be implemented with `pg` + `apache-arrow` in Node, or by adding a server-side DuckDB instance (Postgres scanner → Arrow IPC) if a caching layer is also needed.
- **Timing shifts** — redistribute value/units across date buckets (deferred)
- **Approval workflow** — user submits, admin approves before changes are visible to others (deferred)
- **Territory filtering** — restrict what a user can see/edit by dimension value (deferred)
- **Export** — download forecast as CSV or push results to a reporting table
- **Version comparison** — side-by-side view of two versions (facilitated by isolated tables via UNION)
- **Col meta / version schema drift** — if col_meta roles are changed after a version's forecast table is already created, the generated SQL and the table DDL go out of sync (e.g. a column added to SQL that doesn't exist in the table). UI should detect this: compare col_meta against the forecast table's actual columns via `information_schema`, warn the user, and offer to rebuild the version (drop + recreate table, preserving the version record and log). For now the workaround is to delete and recreate the version manually.
- **Multi-connection support** — currently one DB via `.env`. Full vision: `pf.connection` table (host, port, dbname, user, password as env-var ref), `connection_id` on `pf.source`, per-connection pg pools at runtime. `pf` schema stays on a "home" connection; source data can live anywhere. Connections UI in Setup. Safe to defer while in dev — requires clean reinstall when added since it changes the source schema.
---
## Project Status — 2026-04-25
### What's working
- Full backend: source registration, col_meta, SQL generation, versions, baseline segments, reference load, scale, recode, clone, undo
- React + Vite + Tailwind CSS frontend scaffolded in `ui/`, built output to `public/app/`, served by Express
- 3-step collapsible sidebar (Setup / Baseline / Forecast) — addresses prior UX concern about opaque 5-tab nav
- Setup view: DB table browser with preview modal, source registration, col_meta editor, SQL generation
- Baseline view: version management (create/close/reopen/delete), multi-segment baseline workbench, canvas timeline, filter builder
- Perspective pivot in Forecast view: loads all version rows, interactive group/split/filter/chart, layout saved per version
- Slice extraction from `perspective-click` event feeds operation panel directly
- Incremental row streaming: operation results (`RETURNING *`) stream into Perspective table without full reload
- Status bar: shows current source · version · baseline row count · status
### Known issues / next focus
- **Forecast view** — operation panel (Scale / Recode / Clone) is a stub; needs wiring to API
- **Status bar** — currently hardcoded; needs to reflect actual selected source/version from state
- **Col_meta / version schema drift** — if col_meta changes after a version's forecast table is created, the SQL and table DDL go out of sync. UI should detect this (compare col_meta against `information_schema`), warn, and offer rebuild. Workaround: delete and recreate the version.
- **No "current version" persistence** — source/version selection resets on page reload; session context not persisted
- **Perspective slice limitation** — computed date columns (Month, YearDate) extracted via split_by don't filter back to raw rows; only native dimension columns work for slice extraction
### Branch status
- `baseline-workbench` — merged to origin, stable
- `perspective-forecast` — active development branch; React UI scaffolded, Forecast operation panel pending
- **Multi-DB sources** — currently assumes same DB; cross-DB would need connection config per source

View File

@ -1,112 +0,0 @@
# Pivot Forecast — UX Mockup
```
┌─────────────────────────────────────────────────────────────────────┐
│ Pivot Forecast │
│ ① Setup ② Baseline ③ Forecast ◀ (default landing) │
└─────────────────────────────────────────────────────────────────────┘
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
① SETUP
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
┌──── All Tables ──────────────┐ ┌──── Registered Sources ─────────┐
│ schema table rows │ │ │
│ ────── ────────── ────── │ │ sales_orders ✓ SQL ready │
│ public sales_orders 48,291 │◀─│ invoices ✓ SQL ready │
│ public invoices 12,004 │ │ + Register table │
│ public products 891 │ └──────────────────────────────────┘
│ rpt summary_mv 3,442 │
└──────────────────────────────┘ ┌──── Col Meta: sales_orders ─────┐
│ column role key label│
│ ────────── ──────── ─── ─── │
│ customer dimension ✓ │
│ channel dimension ✓ │
│ part dimension │
│ geography dimension │
│ order_date date │
│ ship_date filter │
│ status filter │
│ units units │
│ revenue value │
│ internal_id ignore │
│ │
│ [Generate SQL ▶] │
└──────────────────────────────────┘
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
② BASELINE
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Source [sales_orders ▾] Version [FY2026 Plan ▾] [+ New version]
┌──── Segments ──────────────────────────────────────────────────────┐
│ # description rows by date │
│ ─ ──────────────────────────── ────── ────── ────────────── │
│ 1 FY25 actuals +1yr 41,204 paul Apr 24 │
│ 2 Open orders 3,109 paul Apr 24 [Undo] │
│ │
│ Total baseline rows: 44,313 [Clear all baseline] │
└────────────────────────────────────────────────────────────────────┘
┌──── Add Segment ────────────────────────────────────────────────────┐
│ │
│ Description [ ] │
│ │
│ Filters [+ Add filter] │
│ ┌─────────────────┬──────────┬─────────────────────┬───┐ │
│ │ order_date │ BETWEEN │ 2025-01-01 2025-12-31│ x │ │
│ └─────────────────┴──────────┴─────────────────────┴───┘ │
│ │
│ Date offset [1] yr [0] mo │
│ │
│ ·───────────────────────────· source │
│ Jan 2025 Dec 2025 │
│ ·───────────────────────────· projected (+1 yr) │
│ Jan 2026 Dec 2026 │
│ │
│ Note [ ] [Load Segment] │
└────────────────────────────────────────────────────────────────────┘
┌──── Reference (optional) ──────────────────────────────────────────┐
│ Load prior-period rows for comparison in the pivot │
│ Date range [2024-01-01] to [2024-12-31] │
│ Note [ ] [Load Ref] │
└────────────────────────────────────────────────────────────────────┘
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
③ FORECAST source: sales_orders
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Version [FY2026 Plan ▾] [Refresh] [Save layout] [Reset layout]
┌──── Pivot ───────────────────────────────┐ ┌──── Operations ───────┐
│ │ │ │
│ (Perspective viewer) │ │ Slice │
│ │ │ channel = WHS │
│ channel │ Jan 2026 │ Feb 2026 │ ... │ │ geo = WEST │
│ ──────────┼──────────┼──────────┼─── │ │ │
│ DIR │ 412,000 │ 388,000 │ │ │ [Scale][Recode] │
│ WHS ◀ │ 290,000 │ 310,000 │ │ │ [Clone] │
│ ──────── │ │ │ │ │ ─────────────────── │
│ Total │ 702,000 │ 698,000 │ │ │ Value incr [ ] │
│ │ │ Units incr [ ] │
│ │ │ Pct? [ ] │
│ │ │ │
│ │ │ Note [ ] │
│ │ │ │
│ │ │ [Submit] │
└──────────────────────────────────────────┘ └───────────────────────┘
▼ Change log (12 entries)
┌────┬───────────┬──────────┬─────────────────────────┬────────────┐
│ id │ operation │ by │ slice │ │
│ ── │ ───────── │ ──────── │ ───────────────────── ─ │ │
│ 12 │ scale │ paul │ channel=WHS geo=WEST │ [Undo] │
│ 11 │ recode │ paul │ part=OLD-SKU │ [Undo] │
│ 10 │ scale │ paul │ channel=DIR │ [Undo] │
└────┴───────────┴──────────┴─────────────────────────┴────────────┘
```

View File

@ -16,10 +16,9 @@ const state = {
sources: null,
colMeta: null,
versions: null,
pivot: null,
log: null
},
pspWorker: null, // Perspective worker
pspTable: null, // Perspective table
}
};
/* ============================================================
@ -51,7 +50,7 @@ function showStatus(msg, type = 'info') {
NAVIGATION
============================================================ */
function switchView(name) {
if ((name === 'forecast' || name === 'log' || name === 'baseline') && !state.version) {
if ((name === 'forecast' || name === 'log') && !state.version) {
showStatus('Select a version first', 'error');
return;
}
@ -69,7 +68,6 @@ function switchView(name) {
if (name === 'versions') renderVersions();
if (name === 'forecast') loadForecastData();
if (name === 'log') loadLogData();
if (name === 'baseline') openBaselineWorkbench();
}
function setSource(source) {
@ -117,20 +115,15 @@ function renderTablesGrid(tables) {
state.grids.tables = agGrid.createGrid(el, {
columnDefs: [
{ field: 'schema', headerName: 'Schema', flex: 1 },
{ field: 'schema', headerName: 'Schema', width: 90 },
{ field: 'tname', headerName: 'Table', flex: 1 },
{ field: 'row_estimate', headerName: 'Rows', flex: 1,
{ field: 'row_estimate', headerName: 'Rows', width: 80,
valueFormatter: p => p.value != null ? Number(p.value).toLocaleString() : '—' }
],
rowData: tables,
rowSelection: 'single',
onRowClicked: onTableRowClicked,
onRowDoubleClicked: e => showTablePreview(e.data.schema, e.data.tname),
allowContextMenuWithControlKey: true,
getContextMenuItems: e => [
{ name: 'Preview', action: () => showTablePreview(e.node.data.schema, e.node.data.tname) },
{ name: 'Register', action: () => registerTable(e.node.data.schema, e.node.data.tname) }
],
defaultColDef: { resizable: true, sortable: true },
headerHeight: 32, rowHeight: 28
});
@ -140,7 +133,6 @@ function onTableRowClicked(e) {
const { schema, tname } = e.data;
state.previewSchema = schema;
state.previewTname = tname;
document.getElementById('btn-preview').classList.remove('hidden');
document.getElementById('btn-register').classList.remove('hidden');
}
@ -219,11 +211,13 @@ function renderSourcesGrid(sources) {
async function selectSource(source) {
setSource(source);
document.getElementById('btn-delete-source').classList.remove('hidden');
try {
state.colMeta = await api('GET', `/sources/${source.id}/cols`);
renderColMetaGrid(state.colMeta);
document.getElementById('sources-list-grid').classList.add('hidden');
document.getElementById('col-meta-grid').classList.remove('hidden');
document.getElementById('right-panel-title').textContent = `${source.schema}.${source.tname} — Columns`;
document.getElementById('btn-back-sources').classList.remove('hidden');
document.getElementById('btn-save-cols').classList.remove('hidden');
document.getElementById('btn-generate-sql').classList.remove('hidden');
} catch (err) {
@ -231,24 +225,13 @@ async function selectSource(source) {
}
}
async function deleteSource() {
if (!state.source) return;
const { id, schema, tname } = state.source;
if (!confirm(`Delete source ${schema}.${tname}? This does not drop existing forecast tables.`)) return;
try {
await api('DELETE', `/sources/${id}`);
showStatus(`Source ${tname} deleted`, 'success');
setSource(null);
document.getElementById('btn-delete-source').classList.add('hidden');
document.getElementById('btn-save-cols').classList.add('hidden');
document.getElementById('btn-generate-sql').classList.add('hidden');
document.getElementById('right-panel-title').textContent = 'Select a source to map columns';
state.grids.colMeta?.setGridOption('rowData', []);
const sources = await api('GET', '/sources');
state.grids.sources?.setGridOption('rowData', sources);
} catch (err) {
showStatus(err.message, 'error');
}
function backToSources() {
document.getElementById('sources-list-grid').classList.remove('hidden');
document.getElementById('col-meta-grid').classList.add('hidden');
document.getElementById('right-panel-title').textContent = 'Registered Sources';
document.getElementById('btn-back-sources').classList.add('hidden');
document.getElementById('btn-save-cols').classList.add('hidden');
document.getElementById('btn-generate-sql').classList.add('hidden');
}
function renderColMetaGrid(colMeta) {
@ -392,81 +375,10 @@ function showLoadForm(op) {
state.loadDataOp = op;
document.getElementById('load-data-title').textContent =
op === 'baseline' ? 'Load Baseline' : 'Load Reference';
document.getElementById('load-date-from').value = '';
document.getElementById('load-date-to').value = '';
document.getElementById('load-offset-years').value = '0';
document.getElementById('load-offset-months').value = '0';
document.getElementById('load-note').value = '';
document.getElementById('load-date-preview').classList.add('hidden');
const showOffset = op === 'baseline';
document.getElementById('load-offset-fields').classList.toggle('hidden', !showOffset);
document.getElementById('load-data-modal').classList.remove('hidden');
document.getElementById('load-data-form').classList.remove('hidden');
document.getElementById('load-date-from').focus();
}
function hideLoadModal() {
document.getElementById('load-data-modal').classList.add('hidden');
}
function buildMonthList(fromVal, toVal) {
const from = new Date(fromVal + 'T00:00:00');
const to = new Date(toVal + 'T00:00:00');
if (isNaN(from) || isNaN(to) || from > to) return null;
const months = [];
const cur = new Date(from.getFullYear(), from.getMonth(), 1);
const end = new Date(to.getFullYear(), to.getMonth(), 1);
while (cur <= end) { months.push(new Date(cur)); cur.setMonth(cur.getMonth() + 1); }
return months;
}
function renderChips(months, fmt) {
if (months.length <= 36) {
return months.map(m => `<span class="date-chip">${fmt.format(m)}</span>`).join('');
}
return `<span class="date-chip-summary">${months.length} months — ${fmt.format(months[0])}${fmt.format(months[months.length - 1])}</span>`;
}
function updateDatePreview() {
const fromVal = document.getElementById('load-date-from').value;
const toVal = document.getElementById('load-date-to').value;
const preview = document.getElementById('load-date-preview');
const simple = document.getElementById('load-preview-simple');
const offset = document.getElementById('load-preview-offset');
if (!fromVal || !toVal) { preview.classList.add('hidden'); return; }
const months = buildMonthList(fromVal, toVal);
if (!months) { preview.classList.add('hidden'); return; }
const fmt = new Intl.DateTimeFormat('en-US', { month: 'short', year: 'numeric' });
if (state.loadDataOp === 'baseline') {
const years = parseInt(document.getElementById('load-offset-years').value) || 0;
const mths = parseInt(document.getElementById('load-offset-months').value) || 0;
const projected = months.map(d => {
const p = new Date(d);
p.setFullYear(p.getFullYear() + years);
p.setMonth(p.getMonth() + mths);
return p;
});
document.getElementById('load-chips-source').innerHTML = renderChips(months, fmt);
document.getElementById('load-chips-projected').innerHTML = renderChips(projected, fmt);
simple.classList.add('hidden');
offset.classList.remove('hidden');
} else {
simple.querySelector('.load-preview-label').textContent =
`${months.length} month${months.length !== 1 ? 's' : ''} covered`;
document.getElementById('load-date-chips').innerHTML = renderChips(months, fmt);
offset.classList.add('hidden');
simple.classList.remove('hidden');
}
preview.classList.remove('hidden');
}
async function submitLoadData() {
const date_from = document.getElementById('load-date-from').value;
const date_to = document.getElementById('load-date-to').value;
@ -479,19 +391,10 @@ async function submitLoadData() {
note: document.getElementById('load-note').value.trim() || undefined
};
if (state.loadDataOp === 'baseline') {
const years = parseInt(document.getElementById('load-offset-years').value) || 0;
const months = parseInt(document.getElementById('load-offset-months').value) || 0;
const parts = [];
if (years) parts.push(`${years} year${years !== 1 ? 's' : ''}`);
if (months) parts.push(`${months} month${months !== 1 ? 's' : ''}`);
body.date_offset = parts.length ? parts.join(' ') : '0 days';
}
try {
showStatus(`Loading ${state.loadDataOp}...`, 'info');
const result = await api('POST', `/versions/${state.selectedVersionId}/${state.loadDataOp}`, body);
hideLoadModal();
document.getElementById('load-data-form').classList.add('hidden');
showStatus(`${state.loadDataOp} loaded — ${result.rows_affected} rows`, 'success');
} catch (err) {
showStatus(err.message, 'error');
@ -545,163 +448,9 @@ function openForecast() {
switchView('forecast');
}
function openVersionBaseline() {
if (!state.selectedVersionId) return;
let v = null;
state.grids.versions.forEachNode(n => {
if (n.data.id === state.selectedVersionId) v = n.data;
});
if (!v) return;
setVersion(v);
switchView('baseline');
}
/* ============================================================
BASELINE WORKBENCH
============================================================ */
async function openBaselineWorkbench() {
if (!state.version) return;
document.getElementById('baseline-label').textContent =
`${state.source?.tname || ''}${state.version.name} [${state.version.status}]`;
// ensure colMeta loaded
if (!state.colMeta.length && state.source) {
state.colMeta = await api('GET', `/sources/${state.source.id}/cols`);
}
// populate column chips
const chips = document.getElementById('seg-col-chips');
chips.innerHTML = state.colMeta
.filter(c => c.role !== 'ignore')
.map(c => `<span class="col-chip" data-col="${c.cname}">${c.cname}</span>`)
.join('');
chips.querySelectorAll('.col-chip').forEach(chip => {
chip.addEventListener('click', () => insertAtCursor(document.getElementById('seg-where'), chip.dataset.col));
});
// reset form
document.getElementById('seg-description').value = '';
document.getElementById('seg-offset-type').value = '';
document.getElementById('seg-offset-value').value = '0';
document.getElementById('seg-where').value = '';
document.getElementById('seg-timeline').classList.add('hidden');
await loadBaselineSegments();
}
function insertAtCursor(textarea, text) {
const start = textarea.selectionStart;
const end = textarea.selectionEnd;
const val = textarea.value;
textarea.value = val.slice(0, start) + text + val.slice(end);
textarea.selectionStart = textarea.selectionEnd = start + text.length;
textarea.focus();
}
async function loadBaselineSegments() {
if (!state.version) return;
try {
const logs = await api('GET', `/versions/${state.version.id}/log`);
const segments = logs.filter(l => l.operation === 'baseline');
renderBaselineSegments(segments);
} catch (err) {
showStatus(err.message, 'error');
}
}
function renderBaselineSegments(segments) {
const el = document.getElementById('baseline-segments-list');
if (segments.length === 0) {
el.innerHTML = '<div class="segments-empty">No segments loaded yet.</div>';
return;
}
el.innerHTML = segments.map(s => {
const params = s.params || {};
const whereClause = params.where_clause && params.where_clause !== 'TRUE' ? params.where_clause : '';
const offset = params.date_offset && params.date_offset !== '0 days' ? `offset: ${params.date_offset}` : '';
const paramsText = [whereClause, offset].filter(Boolean).join(' · ');
const stamp = s.stamp ? new Date(s.stamp).toLocaleString() : '';
return `
<div class="segment-card">
<div class="segment-card-header">
<span class="segment-card-note">${s.note || '(no description)'}</span>
<span class="segment-card-meta">${s.pf_user} ${stamp}</span>
<button class="btn btn-sm btn-danger" data-logid="${s.id}">Undo</button>
</div>
${paramsText ? `<div class="segment-card-params">${paramsText}</div>` : ''}
</div>`;
}).join('');
}
function updateTimelinePreview() {
const el = document.getElementById('seg-timeline');
const offsetType = document.getElementById('seg-offset-type').value;
const offsetValue = parseInt(document.getElementById('seg-offset-value').value) || 0;
if (!offsetType || !offsetValue) { el.classList.add('hidden'); return; }
el.innerHTML = `<div class="timeline-offset-indicator">+ ${offsetValue} ${offsetType}${offsetValue !== 1 ? 's' : ''} applied to date column</div>`;
el.classList.remove('hidden');
}
async function submitBaselineSegment() {
if (!state.version) return;
const offsetType = document.getElementById('seg-offset-type').value;
const offsetValue = parseInt(document.getElementById('seg-offset-value').value) || 0;
const date_offset = (offsetType && offsetValue)
? `${offsetValue} ${offsetType}${offsetValue !== 1 ? 's' : ''}`
: '0 days';
const body = {
where_clause: document.getElementById('seg-where').value.trim() || undefined,
date_offset,
pf_user: getPfUser(),
note: document.getElementById('seg-description').value.trim() || undefined
};
try {
showStatus('Loading segment...', 'info');
const result = await api('POST', `/versions/${state.version.id}/baseline`, body);
showStatus(`Segment loaded — ${result.rows_affected} rows`, 'success');
document.getElementById('seg-description').value = '';
document.getElementById('seg-where').value = '';
document.getElementById('seg-offset-type').value = '';
document.getElementById('seg-offset-value').value = '0';
document.getElementById('seg-timeline').classList.add('hidden');
await loadBaselineSegments();
} catch (err) {
showStatus(err.message, 'error');
}
}
async function clearBaseline() {
if (!state.version) return;
if (!confirm('Delete all baseline rows and segment history for this version? This cannot be undone.')) return;
try {
const result = await api('DELETE', `/versions/${state.version.id}/baseline`);
showStatus(`Baseline cleared — ${result.rows_deleted} rows removed`, 'success');
await loadBaselineSegments();
} catch (err) {
showStatus(err.message, 'error');
}
}
/* ============================================================
FORECAST VIEW data loading
============================================================ */
function parseNumericRows(rows) {
const numericCols = state.colMeta
.filter(c => c.role === 'value' || c.role === 'units')
.map(c => c.cname);
return rows.map(row => {
const r = { ...row };
numericCols.forEach(col => { if (r[col] != null) r[col] = parseFloat(r[col]); });
return r;
});
}
async function loadForecastData() {
if (!state.version) return;
document.getElementById('forecast-label').textContent =
@ -713,8 +462,15 @@ async function loadForecastData() {
}
showStatus('Loading forecast data...', 'info');
const rawData = await api('GET', `/versions/${state.version.id}/data`);
const data = parseNumericRows(rawData);
await initPerspectiveViewer(data);
const numericCols = state.colMeta
.filter(c => c.role === 'value' || c.role === 'units')
.map(c => c.cname);
const data = rawData.map(row => {
const r = { ...row };
numericCols.forEach(col => { if (r[col] != null) r[col] = parseFloat(r[col]); });
return r;
});
initPivotGrid(data);
showStatus(`Loaded ${data.length.toLocaleString()} rows`, 'success');
} catch (err) {
showStatus(err.message, 'error');
@ -722,100 +478,125 @@ async function loadForecastData() {
}
/* ============================================================
FORECAST VIEW Perspective pivot
FORECAST VIEW pivot grid
============================================================ */
let _perspectivePromise = null;
function loadPerspective() {
if (_perspectivePromise) return _perspectivePromise;
_perspectivePromise = (async () => {
const [{ default: perspective }] = await Promise.all([
import('https://cdn.jsdelivr.net/npm/@perspective-dev/client@4.4.0/dist/cdn/perspective.js'),
import('https://cdn.jsdelivr.net/npm/@perspective-dev/viewer@4.4.0/dist/cdn/perspective-viewer.js'),
import('https://cdn.jsdelivr.net/npm/@perspective-dev/viewer-datagrid@4.4.0/dist/cdn/perspective-viewer-datagrid.js'),
import('https://cdn.jsdelivr.net/npm/@perspective-dev/viewer-d3fc@4.4.0/dist/cdn/perspective-viewer-d3fc.js'),
]);
return perspective;
})();
return _perspectivePromise;
function buildPivotColDefs() {
const defs = [];
state.colMeta.forEach((c) => {
if (c.role === 'ignore') return;
const needsGetter = /\W/.test(c.cname);
const def = {
field: c.cname,
headerName: c.label || c.cname,
resizable: true,
sortable: true,
...(needsGetter ? { valueGetter: p => p.data ? p.data[c.cname] : undefined } : {})
};
if (c.role === 'dimension' || c.role === 'date') {
def.enableRowGroup = true;
def.enablePivot = true;
}
if (c.role === 'value' || c.role === 'units') {
def.enableValue = true;
def.aggFunc = 'sum';
def.type = 'numericColumn';
def.valueFormatter = p => p.value != null
? Number(p.value).toLocaleString(undefined, { maximumFractionDigits: 2 })
: '';
}
defs.push(def);
if (c.role === 'date') {
defs.push({
colId: c.cname + '__month',
headerName: (c.label || c.cname) + ' (Month)',
enableRowGroup: true,
enablePivot: true,
valueGetter: p => {
const v = p.data ? p.data[c.cname] : undefined;
if (!v) return undefined;
const d = new Date(v);
return isNaN(d) ? undefined : `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}`;
}
});
}
});
// always include iter for grouping context
defs.push({ field: 'iter', headerName: 'Iter', enableRowGroup: true, enablePivot: true, width: 90 });
defs.push({ field: 'pf_user', headerName: 'User', width: 90, hide: true });
defs.push({ field: 'created_at', headerName: 'Created', width: 130, hide: true,
valueFormatter: p => p.value ? new Date(p.value).toLocaleDateString() : '' });
return defs;
}
function pspLayoutKey() {
return `psp_layout_pf_${state.version?.id}`;
}
function initPivotGrid(data) {
const el = document.getElementById('pivot-grid');
function buildDefaultLayout() {
const dims = state.colMeta.filter(c => c.role === 'dimension').map(c => c.cname);
const values = state.colMeta.filter(c => c.role === 'value' || c.role === 'units').map(c => c.cname);
const date = state.colMeta.find(c => c.role === 'date')?.cname;
return {
group_by: dims.slice(0, 2), // first two dimensions as row groups
split_by: date ? [date] : [], // date as column pivot
columns: values,
settings: true,
plugin_config: { edit_mode: 'SELECT_ROW' }
};
}
async function initPerspectiveViewer(data) {
const tableName = `pf_${state.version.id}`;
// terminate old worker if reloading
if (state.pspWorker) {
try { state.pspWorker.terminate(); } catch (_) {}
state.pspWorker = null;
state.pspTable = null;
if (state.grids.pivot) {
state.grids.pivot.setGridOption('rowData', data);
return;
}
const perspective = await loadPerspective();
const worker = await perspective.worker();
state.pspWorker = worker;
const table = await worker.table(data, { name: tableName });
state.pspTable = table;
const v = document.getElementById('pivot-viewer');
// re-attach click listener (use named handler so it can be replaced on refresh)
v._pspClickHandler = async (e) => {
const detail = e.detail || {};
const eventFilters = (detail.config || {}).filter || [];
extractSliceFromPerspective(eventFilters);
};
v.removeEventListener('perspective-click', v._pspClickHandler);
v.addEventListener('perspective-click', v._pspClickHandler);
await v.load(worker);
const saved = localStorage.getItem(pspLayoutKey());
if (saved) {
const layout = JSON.parse(saved);
await v.restore({ ...layout, table: tableName });
} else {
await v.restore({ ...buildDefaultLayout(), table: tableName });
}
// update reset button visibility
document.getElementById('btn-reset-layout')
.classList.toggle('hidden', !localStorage.getItem(pspLayoutKey()));
state.grids.pivot = agGrid.createGrid(el, {
columnDefs: buildPivotColDefs(),
rowData: data,
rowSelection: 'single',
groupDisplayType: 'singleColumn',
rowGroupPanelShow: 'always',
groupDefaultExpanded: 1,
suppressAggFuncInHeader: true,
animateRows: true,
sideBar: {
toolPanels: [{
id: 'columns',
labelDefault: 'Columns',
labelKey: 'columns',
iconKey: 'columns',
toolPanel: 'agColumnsToolPanel',
toolPanelParams: {}
}],
defaultToolPanel: 'columns'
},
defaultColDef: { resizable: true, sortable: true },
autoGroupColumnDef: {
headerName: 'Group',
minWidth: 200,
cellRendererParams: { suppressCount: false }
},
headerHeight: 32,
rowHeight: 28,
onRowClicked: onPivotRowClicked
});
}
/* ============================================================
FORECAST VIEW slice selection
============================================================ */
function extractSliceFromPerspective(eventFilters, config) {
const dimFields = new Set(state.colMeta.filter(c => c.role === 'dimension').map(c => c.cname));
const slice = {};
for (const [field, op, value] of eventFilters) {
if (op === '==' && dimFields.has(field) && value != null && value !== '') {
slice[field] = String(value);
}
}
state.slice = slice;
function onPivotRowClicked(event) {
const node = event.node;
state.slice = extractSliceFromNode(node);
renderSliceDisplay();
// populate recode and clone fields whenever slice changes
renderDimFields('recode');
renderDimFields('clone');
}
function extractSliceFromNode(node) {
const slice = {};
let current = node;
while (current) {
if (current.field && current.key != null && current.key !== '') {
slice[current.field] = current.key;
}
current = current.parent;
}
return slice;
}
function renderSliceDisplay() {
const display = document.getElementById('slice-display');
const hasSlice = Object.keys(state.slice).length > 0;
@ -914,7 +695,7 @@ async function submitScale() {
document.getElementById('scale-value-incr').value = '';
document.getElementById('scale-units-incr').value = '';
document.getElementById('scale-note').value = '';
if (state.pspTable) await state.pspTable.update(parseNumericRows(result.rows));
await loadForecastData();
} catch (err) {
showStatus(err.message, 'error');
}
@ -940,7 +721,7 @@ async function submitRecode() {
});
showStatus(`Recode applied — ${result.rows_affected} rows inserted`, 'success');
document.querySelectorAll('#recode-fields input[data-col], #recode-fields select[data-col]').forEach(i => { i.value = ''; });
if (state.pspTable) await state.pspTable.update(parseNumericRows(result.rows));
await loadForecastData();
} catch (err) {
showStatus(err.message, 'error');
}
@ -969,7 +750,7 @@ async function submitClone() {
showStatus(`Clone applied — ${result.rows_affected} rows inserted`, 'success');
document.querySelectorAll('#clone-fields input[data-col], #clone-fields select[data-col]').forEach(i => { i.value = ''; });
document.getElementById('clone-scale').value = '1';
if (state.pspTable) await state.pspTable.update(parseNumericRows(result.rows));
await loadForecastData();
} catch (err) {
showStatus(err.message, 'error');
}
@ -999,8 +780,6 @@ function renderLogGrid(logs) {
{ field: 'operation', headerName: 'Operation', width: 90 },
{ field: 'slice', headerName: 'Slice', flex: 1,
valueFormatter: p => p.value ? JSON.stringify(p.value) : '' },
{ field: 'params', headerName: 'Params', flex: 1,
valueFormatter: p => p.value ? JSON.stringify(p.value) : '' },
{ field: 'note', headerName: 'Note', flex: 1 },
{
headerName: '',
@ -1062,17 +841,12 @@ document.addEventListener('DOMContentLoaded', () => {
});
// sources view buttons
document.getElementById('btn-preview').addEventListener('click', () => {
if (state.previewSchema && state.previewTname) {
showTablePreview(state.previewSchema, state.previewTname);
}
});
document.getElementById('btn-register').addEventListener('click', () => {
if (state.previewSchema && state.previewTname) {
registerTable(state.previewSchema, state.previewTname);
}
});
document.getElementById('btn-delete-source').addEventListener('click', deleteSource);
document.getElementById('btn-back-sources').addEventListener('click', backToSources);
document.getElementById('btn-save-cols').addEventListener('click', saveColMeta);
document.getElementById('btn-generate-sql').addEventListener('click', generateSQL);
@ -1096,35 +870,19 @@ document.addEventListener('DOMContentLoaded', () => {
document.getElementById('new-version-form').classList.add('hidden');
});
document.getElementById('vbtn-forecast').addEventListener('click', openForecast);
document.getElementById('vbtn-baseline').addEventListener('click', openVersionBaseline);
document.getElementById('vbtn-baseline').addEventListener('click', () => showLoadForm('baseline'));
document.getElementById('vbtn-reference').addEventListener('click', () => showLoadForm('reference'));
document.getElementById('vbtn-toggle').addEventListener('click', toggleVersionStatus);
document.getElementById('vbtn-delete').addEventListener('click', deleteVersion);
document.getElementById('btn-load-submit').addEventListener('click', submitLoadData);
document.getElementById('btn-load-cancel').addEventListener('click', hideLoadModal);
document.getElementById('btn-load-close').addEventListener('click', hideLoadModal);
document.getElementById('load-date-from').addEventListener('change', updateDatePreview);
document.getElementById('load-date-to').addEventListener('change', updateDatePreview);
document.getElementById('load-offset-years').addEventListener('input', updateDatePreview);
document.getElementById('load-offset-months').addEventListener('input', updateDatePreview);
document.getElementById('btn-load-cancel').addEventListener('click', () => {
document.getElementById('load-data-form').classList.add('hidden');
});
// forecast view buttons
document.getElementById('btn-forecast-refresh').addEventListener('click', loadForecastData);
document.getElementById('btn-save-layout').addEventListener('click', async () => {
const v = document.getElementById('pivot-viewer');
if (!v) return;
const layout = await v.save();
localStorage.setItem(pspLayoutKey(), JSON.stringify(layout));
document.getElementById('btn-reset-layout').classList.remove('hidden');
showStatus('Layout saved', 'success');
});
document.getElementById('btn-reset-layout').addEventListener('click', async () => {
const v = document.getElementById('pivot-viewer');
if (!v) return;
localStorage.removeItem(pspLayoutKey());
document.getElementById('btn-reset-layout').classList.add('hidden');
await v.restore(buildDefaultLayout());
});
document.getElementById('btn-expand-all').addEventListener('click', () => state.grids.pivot?.expandAll());
document.getElementById('btn-collapse-all').addEventListener('click', () => state.grids.pivot?.collapseAll());
document.getElementById('btn-clear-slice').addEventListener('click', clearSlice);
document.querySelectorAll('.op-tab').forEach(tab => {
@ -1141,32 +899,6 @@ document.addEventListener('DOMContentLoaded', () => {
if (btn) undoOperation(parseInt(btn.dataset.logid));
});
// baseline workbench
document.getElementById('btn-load-segment').addEventListener('click', submitBaselineSegment);
document.getElementById('btn-clear-baseline').addEventListener('click', clearBaseline);
document.getElementById('seg-offset-type').addEventListener('change', updateTimelinePreview);
document.getElementById('seg-offset-value').addEventListener('input', updateTimelinePreview);
// undo in baseline segments list
document.getElementById('baseline-segments-list').addEventListener('click', async e => {
const btn = e.target.closest('[data-logid]');
if (!btn) return;
const logid = parseInt(btn.dataset.logid);
const result = await api('DELETE', `/log/${logid}`);
showStatus(`Segment undone — ${result.rows_deleted} rows removed`, 'success');
await loadBaselineSegments();
});
// tables search
document.getElementById('tables-search').addEventListener('input', e => {
state.grids.tables?.setGridOption('quickFilterText', e.target.value);
});
// columns search
document.getElementById('cols-search').addEventListener('input', e => {
state.grids.colMeta?.setGridOption('quickFilterText', e.target.value);
});
// init sources view
initSourcesView().catch(err => showStatus(err.message, 'error'));
});

View File

@ -4,7 +4,8 @@
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Pivot Forecast</title>
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/@perspective-dev/viewer/dist/css/themes.css" crossorigin="anonymous">
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/ag-grid-community@31.0.0/styles/ag-grid.css">
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/ag-grid-community@31.0.0/styles/ag-theme-alpine.css">
<link rel="stylesheet" href="styles.css">
</head>
<body>
@ -16,7 +17,6 @@
<ul class="nav-links">
<li data-view="sources" class="active">Sources</li>
<li data-view="versions">Versions</li>
<li data-view="baseline">Baseline</li>
<li data-view="forecast">Forecast</li>
<li data-view="log">Log</li>
</ul>
@ -43,43 +43,27 @@
<!-- ===== SOURCES VIEW ===== -->
<div id="view-sources" class="view active">
<div class="sources-layout">
<!-- Left column: two stacked panels -->
<div class="sources-left-col">
<div class="panel sources-tables-panel">
<div class="panel-header">
<span>Database Tables</span>
<div class="header-actions">
<button id="btn-preview" class="btn btn-sm hidden">Preview</button>
<button id="btn-register" class="btn btn-primary btn-sm hidden">Register</button>
</div>
</div>
<div class="tables-search-wrap">
<input type="text" id="tables-search" placeholder="Search…" />
</div>
<div id="tables-grid" class="ag-theme-alpine tables-grid"></div>
</div>
<div class="panel sources-list-panel">
<div class="panel-header">
<span>Registered Sources</span>
<button id="btn-delete-source" class="btn btn-danger btn-sm hidden">Delete</button>
</div>
<div id="sources-list-grid" class="ag-theme-alpine grid-fill"></div>
</div>
</div>
<!-- Right column: column mapping workbench -->
<div class="panel sources-mapping-panel">
<div class="two-col-layout">
<div class="panel">
<div class="panel-header">
<span id="right-panel-title">Select a source to map columns</span>
<span>Database Tables</span>
<div class="header-actions">
<button id="btn-save-cols" class="btn hidden">Save Columns</button>
<button id="btn-generate-sql" class="btn btn-primary hidden">Generate SQL</button>
<button id="btn-register" class="btn btn-primary hidden">Register Table</button>
</div>
</div>
<div class="tables-search-wrap">
<input type="text" id="cols-search" placeholder="Search columns…" />
<div id="tables-grid" class="ag-theme-alpine grid-fill"></div>
</div>
<div class="panel">
<div class="panel-header">
<span id="right-panel-title">Registered Sources</span>
<div class="header-actions">
<button id="btn-back-sources" class="btn hidden">← Sources</button>
<button id="btn-save-cols" class="btn hidden">Save Columns</button>
<button id="btn-generate-sql" class="btn btn-primary hidden">Generate SQL</button>
</div>
</div>
<div id="col-meta-grid" class="ag-theme-alpine grid-fill"></div>
<div id="sources-list-grid" class="ag-theme-alpine grid-fill"></div>
<div id="col-meta-grid" class="ag-theme-alpine grid-fill hidden"></div>
</div>
</div>
</div>
@ -110,49 +94,16 @@
<button class="btn" id="vbtn-toggle">Close Version</button>
<button class="btn btn-danger" id="vbtn-delete">Delete</button>
</div>
</div>
<!-- ===== BASELINE WORKBENCH VIEW ===== -->
<div id="view-baseline" class="view hidden">
<div class="workbench-toolbar">
<span id="baseline-label">No version selected</span>
<button id="btn-clear-baseline" class="btn btn-danger">Clear Baseline</button>
</div>
<div class="baseline-layout">
<div class="baseline-form-panel">
<div class="panel-section-title">Add Segment</div>
<div class="baseline-form">
<label class="baseline-field-label">Description
<input type="text" id="seg-description" placeholder="e.g. All orders FY2024" />
</label>
<div class="offset-row">
<label class="baseline-field-label">Offset Type
<select id="seg-offset-type">
<option value="">— none —</option>
<option value="year">Year</option>
<option value="month">Month</option>
<option value="week">Week</option>
<option value="day">Day</option>
</select>
</label>
<label class="baseline-field-label">Offset Value
<input type="number" id="seg-offset-value" min="0" value="0" />
</label>
</div>
<div class="where-section">
<div class="filter-section-label">WHERE clause</div>
<div id="seg-col-chips" class="col-chips"></div>
<textarea id="seg-where" class="where-textarea" rows="4" placeholder="e.g. order_date BETWEEN '2024-01-01' AND '2024-12-31' AND region = 'East'"></textarea>
</div>
<div id="seg-timeline" class="timeline-preview hidden"></div>
<button id="btn-load-segment" class="btn btn-primary">Load Segment</button>
</div>
<div id="load-data-form" class="inline-form hidden">
<h3 id="load-data-title">Load Baseline</h3>
<div class="form-row">
<label>Date From<input type="date" id="load-date-from" /></label>
<label>Date To<input type="date" id="load-date-to" /></label>
<label>Note<input type="text" id="load-note" placeholder="optional" /></label>
</div>
<div class="baseline-segments-panel">
<div class="panel-section-title">Loaded Segments</div>
<div id="baseline-segments-list">
<div class="segments-empty">No segments loaded yet.</div>
</div>
<div class="form-actions">
<button id="btn-load-submit" class="btn btn-primary">Load</button>
<button id="btn-load-cancel" class="btn">Cancel</button>
</div>
</div>
</div>
@ -162,12 +113,12 @@
<div class="forecast-toolbar">
<span id="forecast-label">No version selected</span>
<button id="btn-forecast-refresh" class="btn">Refresh</button>
<button id="btn-save-layout" class="btn">Save layout</button>
<button id="btn-reset-layout" class="btn hidden">Reset layout</button>
<button id="btn-expand-all" class="btn">Expand All</button>
<button id="btn-collapse-all" class="btn">Collapse All</button>
</div>
<div class="forecast-layout">
<div id="pivot-panel">
<perspective-viewer id="pivot-viewer" theme="Pro Light"></perspective-viewer>
<div id="pivot-grid" class="ag-theme-alpine"></div>
</div>
<div id="operation-panel">
<div class="op-section">
@ -219,54 +170,6 @@
</main>
</div>
<!-- Load baseline / reference modal -->
<div id="load-data-modal" class="modal-overlay hidden">
<div class="modal load-data-modal">
<div class="modal-header">
<span id="load-data-title">Load Baseline</span>
<button id="btn-load-close" class="btn-icon">×</button>
</div>
<div id="load-data-body">
<div class="load-form-fields">
<label>Date From<input type="date" id="load-date-from" /></label>
<label>Date To<input type="date" id="load-date-to" /></label>
<div id="load-offset-fields">
<div class="load-offset-row">
<label>Offset Years<input type="number" id="load-offset-years" min="0" value="0" /></label>
<label>Offset Months<input type="number" id="load-offset-months" min="0" value="0" /></label>
</div>
</div>
<label>Note<input type="text" id="load-note" placeholder="optional" /></label>
</div>
<div id="load-date-preview" class="load-date-preview hidden">
<!-- reference: single chip list -->
<div id="load-preview-simple">
<div class="load-preview-label"></div>
<div id="load-date-chips" class="date-chips"></div>
</div>
<!-- baseline: before → after -->
<div id="load-preview-offset" class="hidden">
<div class="load-preview-columns">
<div class="load-preview-col">
<div class="load-preview-label">Source</div>
<div id="load-chips-source" class="date-chips"></div>
</div>
<div class="load-preview-arrow"></div>
<div class="load-preview-col">
<div class="load-preview-label">Projected</div>
<div id="load-chips-projected" class="date-chips"></div>
</div>
</div>
</div>
</div>
</div>
<div class="modal-footer">
<button id="btn-load-submit" class="btn btn-primary">Load</button>
<button id="btn-load-cancel" class="btn">Cancel</button>
</div>
</div>
</div>
<!-- Table preview modal -->
<div id="modal-overlay" class="modal-overlay hidden">
<div class="modal">

View File

@ -1,888 +0,0 @@
<!doctype html>
<html lang="en">
<head>
<meta charset="UTF-8" />
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
<title>Pivot Forecast — Mockup</title>
<script src="https://cdn.tailwindcss.com"></script>
<style>
.help-popup { display:none; position:absolute; z-index:50; }
.help-popup.open { display:block; }
#sidebar { transition: width 150ms ease; }
#sidebar.expanded { width: 200px; }
#sidebar.collapsed { width: 48px; }
#sidebar .nav-label { transition: opacity 100ms ease; }
#sidebar.collapsed .nav-label { opacity:0; pointer-events:none; width:0; overflow:hidden; }
#sidebar.expanded .nav-label { opacity:1; }
#sidebar .app-title { transition: opacity 100ms ease; }
#sidebar.collapsed .app-title { opacity:0; pointer-events:none; width:0; overflow:hidden; }
</style>
</head>
<body class="bg-gray-100 text-sm text-gray-800 font-sans">
<!-- Help popups (global, positioned by JS) -->
<div id="help-overlay" class="fixed inset-0 z-40 hidden" onclick="closeHelp()"></div>
<div id="help-box" class="help-popup w-72 bg-gray-900 text-gray-100 text-xs rounded-lg shadow-xl p-4 leading-relaxed"></div>
<div class="flex h-screen">
<!-- Side Nav -->
<div id="sidebar" class="expanded bg-white border-r border-gray-200 flex flex-col shrink-0 overflow-hidden">
<!-- Logo / toggle -->
<div class="h-12 flex items-center px-3 border-b border-gray-100 gap-2 shrink-0">
<button onclick="toggleSidebar()" class="w-8 h-8 flex items-center justify-center rounded hover:bg-gray-100 text-gray-400 shrink-0" title="Toggle sidebar">
<svg width="16" height="16" viewBox="0 0 16 16" fill="none"><rect x="1" y="3" width="14" height="1.5" rx="0.75" fill="currentColor"/><rect x="1" y="7.25" width="14" height="1.5" rx="0.75" fill="currentColor"/><rect x="1" y="11.5" width="14" height="1.5" rx="0.75" fill="currentColor"/></svg>
</button>
<span class="app-title text-xs font-semibold text-gray-600 tracking-wide uppercase whitespace-nowrap">Pivot Forecast</span>
</div>
<!-- Nav items -->
<nav class="flex flex-col gap-0.5 p-2 flex-1">
<button onclick="show('setup')" id="tab-setup" class="nav-item flex items-center gap-3 px-2 py-2 rounded text-gray-500 hover:bg-gray-100 hover:text-gray-800 text-left w-full" title="Setup">
<!-- sliders / config icon -->
<svg class="shrink-0" width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" stroke-width="1.6" stroke-linecap="round">
<line x1="3" y1="5" x2="17" y2="5"/><circle cx="7" cy="5" r="1.8" fill="white" stroke="currentColor" stroke-width="1.6"/>
<line x1="3" y1="10" x2="17" y2="10"/><circle cx="13" cy="10" r="1.8" fill="white" stroke="currentColor" stroke-width="1.6"/>
<line x1="3" y1="15" x2="17" y2="15"/><circle cx="8" cy="15" r="1.8" fill="white" stroke="currentColor" stroke-width="1.6"/>
</svg>
<span class="nav-label text-sm whitespace-nowrap">Setup</span>
</button>
<button onclick="show('baseline')" id="tab-baseline" class="nav-item flex items-center gap-3 px-2 py-2 rounded text-gray-500 hover:bg-gray-100 hover:text-gray-800 text-left w-full" title="Baseline">
<!-- layers / stack icon -->
<svg class="shrink-0" width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" stroke-width="1.6" stroke-linecap="round" stroke-linejoin="round">
<polygon points="10,2 18,7 10,12 2,7"/>
<polyline points="2,12 10,17 18,12"/>
</svg>
<span class="nav-label text-sm whitespace-nowrap">Baseline</span>
</button>
<button onclick="show('forecast')" id="tab-forecast" class="nav-item flex items-center gap-3 px-2 py-2 rounded text-gray-500 hover:bg-gray-100 hover:text-gray-800 text-left w-full" title="Forecast">
<!-- trending up / chart icon -->
<svg class="shrink-0" width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" stroke-width="1.6" stroke-linecap="round" stroke-linejoin="round">
<polyline points="2,15 7,9 11,12 18,4"/>
<polyline points="14,4 18,4 18,8"/>
</svg>
<span class="nav-label text-sm whitespace-nowrap">Forecast</span>
</button>
</nav>
</div>
<div class="flex-1 overflow-hidden flex flex-col">
<!-- Status bar -->
<div class="bg-white border-b border-gray-100 px-4 h-8 flex items-center gap-4 shrink-0 text-xs">
<span class="text-gray-400">Source</span>
<span class="font-medium text-gray-700">sales_orders</span>
<span class="text-gray-200">|</span>
<span class="text-gray-400">Version</span>
<span class="font-medium text-gray-700">FY2026 Plan</span>
<span class="text-gray-200">|</span>
<span class="text-gray-400">Baseline</span>
<span class="font-medium text-gray-700">44,313 rows</span>
<span class="text-gray-200">|</span>
<span class="text-gray-400">Status</span>
<span class="text-green-600 font-medium">open</span>
</div>
<!-- ① SETUP -->
<div id="view-setup" class="hidden h-full flex gap-0 overflow-hidden">
<!-- All Tables -->
<div class="w-64 bg-white border-r border-gray-200 flex flex-col shrink-0">
<div class="px-3 py-2 border-b border-gray-100 text-xs font-medium text-gray-500 uppercase tracking-wide">All Tables</div>
<div class="overflow-y-auto flex-1">
<table class="w-full text-xs">
<thead class="sticky top-0 bg-gray-50">
<tr class="text-left text-gray-400 border-b border-gray-100">
<th class="px-3 py-1.5 font-medium">schema</th>
<th class="px-3 py-1.5 font-medium">table</th>
<th class="px-3 py-1.5 font-medium text-right">rows</th>
</tr>
</thead>
<tbody>
<tr onclick="peekTable('sales_orders')" class="border-t border-gray-50 hover:bg-blue-50 cursor-pointer bg-blue-50">
<td class="px-3 py-1.5 text-gray-400">public</td>
<td class="px-3 py-1.5 font-medium text-blue-600">sales_orders</td>
<td class="px-3 py-1.5 text-right text-gray-500">48,291</td>
</tr>
<tr onclick="peekTable('invoices')" class="border-t border-gray-50 hover:bg-blue-50 cursor-pointer">
<td class="px-3 py-1.5 text-gray-400">public</td>
<td class="px-3 py-1.5">invoices</td>
<td class="px-3 py-1.5 text-right text-gray-500">12,004</td>
</tr>
<tr onclick="peekTable('products')" class="border-t border-gray-50 hover:bg-blue-50 cursor-pointer">
<td class="px-3 py-1.5 text-gray-400">public</td>
<td class="px-3 py-1.5">products</td>
<td class="px-3 py-1.5 text-right text-gray-500">891</td>
</tr>
<tr onclick="peekTable('summary_mv')" class="border-t border-gray-50 hover:bg-blue-50 cursor-pointer">
<td class="px-3 py-1.5 text-gray-400">rpt</td>
<td class="px-3 py-1.5">summary_mv</td>
<td class="px-3 py-1.5 text-right text-gray-500">3,442</td>
</tr>
</tbody>
</table>
</div>
</div>
<div class="flex-1 flex flex-col gap-4 overflow-hidden min-w-0 p-4">
<div class="bg-white border border-gray-200 rounded shrink-0">
<div class="px-3 py-2 border-b border-gray-100 text-xs font-medium text-gray-500 uppercase tracking-wide flex items-center justify-between">
<span>Registered Sources</span>
<button class="text-blue-600 hover:text-blue-700 text-xs font-medium">+ Register table</button>
</div>
<table class="w-full text-xs">
<tbody>
<tr class="border-t border-gray-50 hover:bg-gray-50 cursor-pointer bg-blue-50">
<td class="px-3 py-2 font-medium text-blue-600">sales_orders</td>
<td class="px-3 py-2 text-green-600 font-medium">✓ SQL ready</td>
<td class="px-3 py-2 text-gray-400 text-right">public</td>
</tr>
<tr class="border-t border-gray-50 hover:bg-gray-50 cursor-pointer">
<td class="px-3 py-2 font-medium">invoices</td>
<td class="px-3 py-2 text-green-600 font-medium">✓ SQL ready</td>
<td class="px-3 py-2 text-gray-400 text-right">public</td>
</tr>
</tbody>
</table>
</div>
<div class="bg-white border border-gray-200 rounded flex flex-col flex-1 overflow-hidden">
<div class="px-3 py-2 border-b border-gray-100 text-xs font-medium text-gray-500 uppercase tracking-wide flex items-center justify-between shrink-0">
<span>Col Meta — <span class="text-gray-700">sales_orders</span></span>
<button class="bg-blue-600 text-white text-xs px-3 py-1 rounded hover:bg-blue-700">Generate SQL</button>
</div>
<div class="overflow-y-auto flex-1">
<table class="w-full text-xs">
<thead class="sticky top-0 bg-gray-50">
<tr class="text-left text-gray-400 border-b border-gray-100">
<th class="px-3 py-1.5 font-medium">column</th>
<th class="px-3 py-1.5 font-medium">role</th>
<th class="px-3 py-1.5 font-medium text-center">key</th>
<th class="px-3 py-1.5 font-medium">label</th>
</tr>
</thead>
<tbody>
<tr class="border-t border-gray-50"><td class="px-3 py-1.5 font-mono text-gray-700">customer</td><td class="px-3 py-1.5"><span class="bg-blue-50 text-blue-700 px-1.5 py-0.5 rounded">dimension</span></td><td class="px-3 py-1.5 text-center text-green-500"></td><td class="px-3 py-1.5 text-gray-400"></td></tr>
<tr class="border-t border-gray-50"><td class="px-3 py-1.5 font-mono text-gray-700">channel</td><td class="px-3 py-1.5"><span class="bg-blue-50 text-blue-700 px-1.5 py-0.5 rounded">dimension</span></td><td class="px-3 py-1.5 text-center text-green-500"></td><td class="px-3 py-1.5 text-gray-400"></td></tr>
<tr class="border-t border-gray-50"><td class="px-3 py-1.5 font-mono text-gray-700">part</td><td class="px-3 py-1.5"><span class="bg-blue-50 text-blue-700 px-1.5 py-0.5 rounded">dimension</span></td><td class="px-3 py-1.5 text-center text-gray-300"></td><td class="px-3 py-1.5 text-gray-400"></td></tr>
<tr class="border-t border-gray-50"><td class="px-3 py-1.5 font-mono text-gray-700">geography</td><td class="px-3 py-1.5"><span class="bg-blue-50 text-blue-700 px-1.5 py-0.5 rounded">dimension</span></td><td class="px-3 py-1.5 text-center text-gray-300"></td><td class="px-3 py-1.5 text-gray-400"></td></tr>
<tr class="border-t border-gray-50"><td class="px-3 py-1.5 font-mono text-gray-700">order_date</td><td class="px-3 py-1.5"><span class="bg-purple-50 text-purple-700 px-1.5 py-0.5 rounded">date</span></td><td class="px-3 py-1.5 text-center text-gray-300"></td><td class="px-3 py-1.5 text-gray-400"></td></tr>
<tr class="border-t border-gray-50"><td class="px-3 py-1.5 font-mono text-gray-700">ship_date</td><td class="px-3 py-1.5"><span class="bg-yellow-50 text-yellow-700 px-1.5 py-0.5 rounded">filter</span></td><td class="px-3 py-1.5 text-center text-gray-300"></td><td class="px-3 py-1.5 text-gray-400"></td></tr>
<tr class="border-t border-gray-50"><td class="px-3 py-1.5 font-mono text-gray-700">status</td><td class="px-3 py-1.5"><span class="bg-yellow-50 text-yellow-700 px-1.5 py-0.5 rounded">filter</span></td><td class="px-3 py-1.5 text-center text-gray-300"></td><td class="px-3 py-1.5 text-gray-400"></td></tr>
<tr class="border-t border-gray-50"><td class="px-3 py-1.5 font-mono text-gray-700">units</td><td class="px-3 py-1.5"><span class="bg-green-50 text-green-700 px-1.5 py-0.5 rounded">units</span></td><td class="px-3 py-1.5 text-center text-gray-300"></td><td class="px-3 py-1.5 text-gray-400"></td></tr>
<tr class="border-t border-gray-50"><td class="px-3 py-1.5 font-mono text-gray-700">revenue</td><td class="px-3 py-1.5"><span class="bg-green-50 text-green-700 px-1.5 py-0.5 rounded">value</span></td><td class="px-3 py-1.5 text-center text-gray-300"></td><td class="px-3 py-1.5 text-gray-400"></td></tr>
<tr class="border-t border-gray-50"><td class="px-3 py-1.5 font-mono text-gray-700">internal_id</td><td class="px-3 py-1.5"><span class="bg-gray-100 text-gray-400 px-1.5 py-0.5 rounded">ignore</span></td><td class="px-3 py-1.5 text-center text-gray-300"></td><td class="px-3 py-1.5 text-gray-400"></td></tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<!-- ② BASELINE -->
<div id="view-baseline" class="hidden h-full overflow-y-auto">
<div class="p-4 flex flex-col gap-4">
<!-- Version bar -->
<div class="flex items-center gap-4">
<div class="flex items-center gap-2">
<span class="text-xs text-gray-500">Source</span>
<select class="border border-gray-200 rounded px-2 py-1 text-sm bg-white">
<option>sales_orders</option><option>invoices</option>
</select>
</div>
<div class="flex items-center gap-2">
<span class="text-xs text-gray-500">Version</span>
<select class="border border-gray-200 rounded px-2 py-1 text-sm bg-white">
<option>FY2026 Plan</option><option>FY2026 Conservative</option>
</select>
</div>
<button class="text-blue-600 hover:text-blue-700 text-xs font-medium border border-blue-200 px-2 py-1 rounded">+ New version</button>
</div>
<!-- Segments loaded -->
<div class="bg-white border border-gray-200 rounded">
<div class="px-3 py-2 border-b border-gray-100 text-xs font-medium text-gray-500 uppercase tracking-wide flex items-center justify-between">
<span>Segments loaded</span>
<button class="text-red-500 hover:text-red-600 text-xs normal-case font-normal">Clear all baseline</button>
</div>
<table class="w-full text-xs">
<thead class="bg-gray-50">
<tr class="text-left text-gray-400 border-b border-gray-100">
<th class="px-3 py-1.5 font-medium">#</th>
<th class="px-3 py-1.5 font-medium">description</th>
<th class="px-3 py-1.5 font-medium text-right">rows</th>
<th class="px-3 py-1.5 font-medium">by</th>
<th class="px-3 py-1.5 font-medium">date</th>
<th class="px-3 py-1.5 font-medium"></th>
</tr>
</thead>
<tbody>
<tr class="border-t border-gray-50">
<td class="px-3 py-2 text-gray-400">1</td>
<td class="px-3 py-2">FY25 actuals +1yr</td>
<td class="px-3 py-2 text-right font-mono">41,204</td>
<td class="px-3 py-2 text-gray-500">paul</td>
<td class="px-3 py-2 text-gray-400">Apr 24</td>
<td class="px-3 py-2 text-right"><button class="text-gray-400 hover:text-red-500 text-xs">Undo</button></td>
</tr>
<tr class="border-t border-gray-50">
<td class="px-3 py-2 text-gray-400">2</td>
<td class="px-3 py-2">Open orders</td>
<td class="px-3 py-2 text-right font-mono">3,109</td>
<td class="px-3 py-2 text-gray-500">paul</td>
<td class="px-3 py-2 text-gray-400">Apr 24</td>
<td class="px-3 py-2 text-right"><button class="text-gray-400 hover:text-red-500 text-xs">Undo</button></td>
</tr>
</tbody>
<tfoot>
<tr class="border-t border-gray-100 bg-gray-50">
<td colspan="2" class="px-3 py-1.5 text-gray-500 text-xs">Total baseline rows</td>
<td class="px-3 py-1.5 text-right font-mono font-medium">44,313</td>
<td colspan="3"></td>
</tr>
</tfoot>
</table>
</div>
<!-- Add Segment -->
<div class="bg-white border border-gray-200 rounded">
<div class="px-3 py-2 border-b border-gray-100 text-xs font-medium text-gray-500 uppercase tracking-wide flex items-center justify-between">
<span>Add Segment</span>
<button onclick="showHelp(this,'segment')" class="text-gray-300 hover:text-gray-500 text-xs normal-case font-normal">? Help</button>
</div>
<div class="p-4 flex flex-col gap-4">
<div class="flex items-center gap-3">
<label class="text-xs text-gray-500 w-28">Description</label>
<input type="text" placeholder="e.g. FY25 actuals shifted +1yr" class="border border-gray-200 rounded px-2 py-1.5 text-sm flex-1 max-w-sm" />
</div>
<!-- Description -->
<div class="flex flex-col gap-1">
<label class="text-xs text-gray-500">Description</label>
<input type="text" placeholder="e.g. FY25 actuals shifted +1yr" class="border border-gray-200 rounded px-2 py-1.5 text-sm bg-white w-full max-w-sm" />
</div>
<!-- Filters -->
<div class="flex flex-col gap-2">
<div class="flex items-center justify-between">
<label class="text-xs text-gray-500">Filters</label>
<div class="flex items-center gap-2">
<button onclick="showHelp(this,'filters')" class="text-gray-300 hover:text-gray-500 text-xs">?</button>
<button class="text-blue-600 hover:text-blue-700 text-xs font-medium">+ Add filter</button>
</div>
</div>
<div class="flex flex-col gap-1.5">
<div class="flex items-center gap-2">
<select class="border border-gray-200 rounded px-2 py-1 text-xs bg-white">
<option>order_date</option><option>ship_date</option><option>status</option>
</select>
<select class="border border-gray-200 rounded px-2 py-1 text-xs bg-white">
<option>BETWEEN</option><option>=</option><option>IN</option><option>NOT IN</option>
</select>
<input id="date-from" type="text" value="2025-01-01" oninput="drawTimeline()" class="border border-gray-200 rounded px-2 py-1 text-xs w-24 font-mono bg-white" />
<span class="text-gray-400 text-xs">and</span>
<input id="date-to" type="text" value="2025-12-31" oninput="drawTimeline()" class="border border-gray-200 rounded px-2 py-1 text-xs w-24 font-mono bg-white" />
<button class="text-gray-300 hover:text-red-400 text-xs"></button>
</div>
</div>
</div>
<!-- Date offset -->
<div class="flex flex-col gap-2">
<div class="flex items-center justify-between">
<label class="text-xs text-gray-500">Date offset</label>
<button onclick="showHelp(this,'offset')" class="text-gray-300 hover:text-gray-500 text-xs">?</button>
</div>
<div class="flex items-center gap-2">
<input id="offset-yr" type="number" value="1" min="0" oninput="drawTimeline()" class="border border-gray-200 rounded px-2 py-1 text-sm w-16 text-center bg-white" />
<span class="text-xs text-gray-500">yr</span>
<input id="offset-mo" type="number" value="0" min="0" max="11" oninput="drawTimeline()" class="border border-gray-200 rounded px-2 py-1 text-sm w-16 text-center bg-white" />
<span class="text-xs text-gray-500">mo</span>
</div>
</div>
<!-- Timeline -->
<div class="flex flex-col gap-1">
<div class="flex items-center justify-between">
<label class="text-xs text-gray-500">Timeline preview</label>
<button onclick="showHelp(this,'timeline')" class="text-gray-300 hover:text-gray-500 text-xs">?</button>
</div>
<div class="bg-white border border-gray-200 rounded p-3">
<canvas id="timeline-canvas" height="90" style="width:100%;display:block;"></canvas>
</div>
</div>
<!-- Note + submit -->
<div class="flex items-end gap-3">
<div class="flex flex-col gap-1 flex-1 max-w-xs">
<label class="text-xs text-gray-500">Note</label>
<input type="text" placeholder="optional" class="border border-gray-200 rounded px-2 py-1.5 text-sm bg-white" />
</div>
<button class="bg-blue-600 text-white text-xs px-5 py-2 rounded hover:bg-blue-700 shrink-0">Load Segment</button>
</div>
</div>
<!-- Reference -->
<div class="bg-white border border-gray-200 rounded">
<div class="px-3 py-2 border-b border-gray-100 text-xs font-medium text-gray-500 uppercase tracking-wide flex items-center justify-between">
<span>Reference <span class="text-gray-300 font-normal normal-case">optional</span></span>
<button onclick="showHelp(this,'reference')" class="text-gray-300 hover:text-gray-500 text-xs normal-case font-normal">?</button>
</div>
<div class="p-4 flex items-center gap-3">
<label class="text-xs text-gray-500 w-28">Date range</label>
<input type="text" value="2024-01-01" class="border border-gray-200 rounded px-2 py-1 text-xs w-28 font-mono" />
<span class="text-xs text-gray-400">to</span>
<input type="text" value="2024-12-31" class="border border-gray-200 rounded px-2 py-1 text-xs w-28 font-mono" />
<input type="text" placeholder="note" class="border border-gray-200 rounded px-2 py-1 text-sm flex-1 max-w-xs" />
<button class="border border-gray-200 text-gray-600 text-xs px-4 py-1.5 rounded hover:bg-gray-50">Load Reference</button>
</div>
</div>
</div>
</div>
<!-- ③ FORECAST -->
<div id="view-forecast" class="hidden h-full flex flex-col overflow-hidden">
<div class="bg-white border-b border-gray-200 px-4 py-2 flex items-center gap-3 shrink-0">
<div class="flex items-center gap-2">
<span class="text-xs text-gray-500">Version</span>
<select class="border border-gray-200 rounded px-2 py-1 text-sm bg-white">
<option>FY2026 Plan</option>
<option>FY2026 Conservative</option>
</select>
</div>
<div class="flex-1"></div>
<button class="text-xs text-gray-500 hover:text-gray-700 border border-gray-200 px-3 py-1 rounded">Refresh</button>
<button class="text-xs text-gray-500 hover:text-gray-700 border border-gray-200 px-3 py-1 rounded">Save layout</button>
<button class="text-xs text-gray-500 hover:text-gray-700 border border-gray-200 px-3 py-1 rounded">Reset layout</button>
</div>
<div class="flex flex-1 overflow-hidden gap-0">
<div class="flex-1 overflow-hidden flex flex-col bg-white border-r border-gray-200">
<div class="flex-1 overflow-hidden relative">
<table class="w-full text-xs">
<thead class="sticky top-0 bg-gray-50 border-b border-gray-200">
<tr class="text-right text-gray-500">
<th class="px-3 py-2 text-left text-gray-600 font-medium">channel</th>
<th class="px-3 py-2 font-medium">Jan 2026</th>
<th class="px-3 py-2 font-medium">Feb 2026</th>
<th class="px-3 py-2 font-medium">Mar 2026</th>
<th class="px-3 py-2 font-medium">Apr 2026</th>
<th class="px-3 py-2 font-medium">May 2026</th>
<th class="px-3 py-2 font-medium">Jun 2026</th>
<th class="px-3 py-2 font-medium text-gray-800">Total</th>
</tr>
</thead>
<tbody>
<tr class="border-t border-gray-100 hover:bg-gray-50 cursor-pointer">
<td class="px-3 py-2 font-medium">DIR</td>
<td class="px-3 py-2 text-right font-mono">412,000</td>
<td class="px-3 py-2 text-right font-mono">388,000</td>
<td class="px-3 py-2 text-right font-mono">425,000</td>
<td class="px-3 py-2 text-right font-mono">401,000</td>
<td class="px-3 py-2 text-right font-mono">390,000</td>
<td class="px-3 py-2 text-right font-mono">410,000</td>
<td class="px-3 py-2 text-right font-mono font-medium">2,426,000</td>
</tr>
<tr class="border-t border-gray-100 hover:bg-blue-50 cursor-pointer bg-blue-50">
<td class="px-3 py-2 font-medium text-blue-700">WHS ◂</td>
<td class="px-3 py-2 text-right font-mono text-blue-700">290,000</td>
<td class="px-3 py-2 text-right font-mono text-blue-700">310,000</td>
<td class="px-3 py-2 text-right font-mono text-blue-700">298,000</td>
<td class="px-3 py-2 text-right font-mono text-blue-700">315,000</td>
<td class="px-3 py-2 text-right font-mono text-blue-700">305,000</td>
<td class="px-3 py-2 text-right font-mono text-blue-700">320,000</td>
<td class="px-3 py-2 text-right font-mono font-medium text-blue-700">1,838,000</td>
</tr>
<tr class="border-t border-gray-100 hover:bg-gray-50 cursor-pointer">
<td class="px-3 py-2 font-medium">ECOM</td>
<td class="px-3 py-2 text-right font-mono">155,000</td>
<td class="px-3 py-2 text-right font-mono">162,000</td>
<td class="px-3 py-2 text-right font-mono">170,000</td>
<td class="px-3 py-2 text-right font-mono">158,000</td>
<td class="px-3 py-2 text-right font-mono">165,000</td>
<td class="px-3 py-2 text-right font-mono">175,000</td>
<td class="px-3 py-2 text-right font-mono font-medium">985,000</td>
</tr>
<tr class="border-t-2 border-gray-200 bg-gray-50">
<td class="px-3 py-2 font-medium text-gray-700">Total</td>
<td class="px-3 py-2 text-right font-mono font-medium">857,000</td>
<td class="px-3 py-2 text-right font-mono font-medium">860,000</td>
<td class="px-3 py-2 text-right font-mono font-medium">893,000</td>
<td class="px-3 py-2 text-right font-mono font-medium">874,000</td>
<td class="px-3 py-2 text-right font-mono font-medium">860,000</td>
<td class="px-3 py-2 text-right font-mono font-medium">905,000</td>
<td class="px-3 py-2 text-right font-mono font-medium">5,249,000</td>
</tr>
</tbody>
</table>
<div class="absolute bottom-2 right-3 text-xs text-gray-300 italic">Perspective viewer</div>
</div>
</div>
<div class="w-56 bg-white flex flex-col shrink-0">
<div class="px-3 py-2 border-b border-gray-100 text-xs font-medium text-gray-500 uppercase tracking-wide flex items-center justify-between">
<span>Operations</span>
<button onclick="showHelp(this,'operations')" class="text-gray-300 hover:text-gray-500 text-xs">?</button>
</div>
<div class="px-3 py-2 border-b border-gray-100">
<div class="text-xs text-gray-400 mb-1.5">Slice</div>
<div class="flex flex-col gap-1">
<div class="flex items-center justify-between text-xs">
<span class="text-gray-500">channel</span>
<span class="font-mono text-blue-700 bg-blue-50 px-1.5 py-0.5 rounded">WHS</span>
</div>
</div>
</div>
<div class="flex border-b border-gray-100 text-xs">
<button class="flex-1 py-1.5 text-center bg-blue-50 text-blue-700 font-medium border-b-2 border-blue-500">Scale</button>
<button class="flex-1 py-1.5 text-center text-gray-400 hover:text-gray-600">Recode</button>
<button class="flex-1 py-1.5 text-center text-gray-400 hover:text-gray-600">Clone</button>
</div>
<div class="px-3 py-3 flex flex-col gap-3 text-xs flex-1">
<div class="flex flex-col gap-1">
<label class="text-gray-400">Value increment</label>
<input type="text" placeholder="e.g. 50000" class="border border-gray-200 rounded px-2 py-1 text-sm font-mono" />
</div>
<div class="flex flex-col gap-1">
<label class="text-gray-400">Units increment</label>
<input type="text" placeholder="e.g. 500" class="border border-gray-200 rounded px-2 py-1 text-sm font-mono" />
</div>
<div class="flex items-center gap-2">
<input type="checkbox" id="pct" class="rounded" />
<label for="pct" class="text-gray-500">% of slice total</label>
</div>
<div class="flex flex-col gap-1">
<label class="text-gray-400">Note</label>
<input type="text" placeholder="optional" class="border border-gray-200 rounded px-2 py-1 text-sm" />
</div>
</div>
<div class="px-3 py-3 border-t border-gray-100">
<button class="w-full bg-blue-600 text-white text-xs py-1.5 rounded hover:bg-blue-700">Submit</button>
</div>
</div>
</div>
<div class="bg-white border-t border-gray-200 shrink-0">
<button onclick="toggleLog()" class="w-full px-4 py-2 text-left text-xs text-gray-500 hover:bg-gray-50 flex items-center gap-2">
<span id="log-arrow"></span>
<span>Change log (12 entries)</span>
</button>
<div id="log-panel" class="hidden overflow-auto max-h-40">
<table class="w-full text-xs">
<thead class="bg-gray-50 sticky top-0">
<tr class="text-left text-gray-400 border-b border-gray-100">
<th class="px-4 py-1.5 font-medium">id</th>
<th class="px-4 py-1.5 font-medium">operation</th>
<th class="px-4 py-1.5 font-medium">by</th>
<th class="px-4 py-1.5 font-medium">slice</th>
<th class="px-4 py-1.5 font-medium">note</th>
<th class="px-4 py-1.5 font-medium"></th>
</tr>
</thead>
<tbody>
<tr class="border-t border-gray-50"><td class="px-4 py-1.5 text-gray-400 font-mono">12</td><td class="px-4 py-1.5"><span class="bg-blue-50 text-blue-700 px-1.5 py-0.5 rounded">scale</span></td><td class="px-4 py-1.5 text-gray-500">paul</td><td class="px-4 py-1.5 font-mono text-gray-600">channel=WHS geo=WEST</td><td class="px-4 py-1.5 text-gray-400">10% lift Q3</td><td class="px-4 py-1.5 text-right"><button class="text-gray-300 hover:text-red-500">Undo</button></td></tr>
<tr class="border-t border-gray-50"><td class="px-4 py-1.5 text-gray-400 font-mono">11</td><td class="px-4 py-1.5"><span class="bg-orange-50 text-orange-700 px-1.5 py-0.5 rounded">recode</span></td><td class="px-4 py-1.5 text-gray-500">paul</td><td class="px-4 py-1.5 font-mono text-gray-600">part=OLD-SKU-001</td><td class="px-4 py-1.5 text-gray-400">discontinued SKU</td><td class="px-4 py-1.5 text-right"><button class="text-gray-300 hover:text-red-500">Undo</button></td></tr>
<tr class="border-t border-gray-50"><td class="px-4 py-1.5 text-gray-400 font-mono">10</td><td class="px-4 py-1.5"><span class="bg-blue-50 text-blue-700 px-1.5 py-0.5 rounded">scale</span></td><td class="px-4 py-1.5 text-gray-500">paul</td><td class="px-4 py-1.5 font-mono text-gray-600">channel=DIR</td><td class="px-4 py-1.5 text-gray-400"></td><td class="px-4 py-1.5 text-right"><button class="text-gray-300 hover:text-red-500">Undo</button></td></tr>
<tr class="border-t border-gray-50"><td class="px-4 py-1.5 text-gray-400 font-mono">9</td><td class="px-4 py-1.5"><span class="bg-green-50 text-green-700 px-1.5 py-0.5 rounded">clone</span></td><td class="px-4 py-1.5 text-gray-500">paul</td><td class="px-4 py-1.5 font-mono text-gray-600">customer=ACME</td><td class="px-4 py-1.5 text-gray-400">new account win</td><td class="px-4 py-1.5 text-right"><button class="text-gray-300 hover:text-red-500">Undo</button></td></tr>
</tbody>
</table>
</div>
</div>
</div>
</div><!-- flex-1 content area -->
</div><!-- app shell -->
<!-- Table peek modal -->
<div id="peek-modal" class="fixed inset-0 z-50 hidden flex items-center justify-center">
<div class="absolute inset-0 bg-black/30" onclick="closePeek()"></div>
<div class="relative bg-white rounded-lg shadow-2xl flex flex-col z-10" style="width:720px;max-width:90vw;max-height:80vh;">
<div class="flex items-center justify-between px-4 py-3 border-b border-gray-200 shrink-0">
<div>
<span id="peek-title" class="text-sm font-semibold text-gray-800"></span>
<span id="peek-rowcount" class="ml-2 text-xs text-gray-400"></span>
</div>
<button onclick="closePeek()" class="text-gray-300 hover:text-gray-600 text-lg leading-none ml-4"></button>
</div>
<div id="peek-body" class="overflow-y-auto flex-1 text-xs"></div>
</div>
</div>
<script>
// ── Table peek ─────────────────────────────────────────────────
const peekData = {
sales_orders: {
schema: 'public', rows: 48291,
cols: [
{name:'customer', type:'text'},
{name:'channel', type:'text'},
{name:'part', type:'text'},
{name:'geography', type:'text'},
{name:'order_date', type:'date'},
{name:'ship_date', type:'date'},
{name:'status', type:'text'},
{name:'units', type:'numeric'},
{name:'revenue', type:'numeric'},
{name:'internal_id',type:'integer'},
],
sample: [
{customer:'ACME CORP', channel:'WHS', part:'SKU-001', geography:'WEST', order_date:'2025-03-14', ship_date:'2025-03-18', status:'SHIPPED', units:120, revenue:4800.00, internal_id:10041},
{customer:'GLOBEX INC', channel:'DIR', part:'SKU-004', geography:'EAST', order_date:'2025-03-15', ship_date:null, status:'OPEN', units:50, revenue:2250.00, internal_id:10042},
{customer:'INITECH', channel:'WHS', part:'SKU-002', geography:'CENT', order_date:'2025-03-15', ship_date:'2025-03-20', status:'SHIPPED', units:200, revenue:7600.00, internal_id:10043},
{customer:'UMBRELLA CO', channel:'ECOM',part:'SKU-007', geography:'WEST', order_date:'2025-03-16', ship_date:null, status:'PENDING', units:30, revenue:1350.00, internal_id:10044},
{customer:'ACME CORP', channel:'DIR', part:'SKU-001', geography:'EAST', order_date:'2025-03-16', ship_date:'2025-03-19', status:'SHIPPED', units:80, revenue:3200.00, internal_id:10045},
]
},
invoices: {
schema: 'public', rows: 12004,
cols: [
{name:'invoice_id', type:'integer'},
{name:'customer', type:'text'},
{name:'invoice_date', type:'date'},
{name:'due_date', type:'date'},
{name:'amount', type:'numeric'},
{name:'status', type:'text'},
],
sample: [
{invoice_id:5001, customer:'ACME CORP', invoice_date:'2025-02-01', due_date:'2025-03-01', amount:12400.00, status:'PAID'},
{invoice_id:5002, customer:'GLOBEX INC', invoice_date:'2025-02-03', due_date:'2025-03-03', amount:8750.00, status:'OPEN'},
{invoice_id:5003, customer:'INITECH', invoice_date:'2025-02-05', due_date:'2025-03-05', amount:31200.00, status:'PAID'},
{invoice_id:5004, customer:'UMBRELLA CO', invoice_date:'2025-02-08', due_date:'2025-03-08', amount:4100.00, status:'OVERDUE'},
{invoice_id:5005, customer:'ACME CORP', invoice_date:'2025-02-10', due_date:'2025-03-10', amount:9600.00, status:'OPEN'},
]
},
products: {
schema: 'public', rows: 891,
cols: [
{name:'sku', type:'text'},
{name:'name', type:'text'},
{name:'category', type:'text'},
{name:'price', type:'numeric'},
{name:'active', type:'boolean'},
],
sample: [
{sku:'SKU-001', name:'Widget A', category:'Widgets', price:40.00, active:true},
{sku:'SKU-002', name:'Widget B', category:'Widgets', price:38.00, active:true},
{sku:'SKU-004', name:'Gadget Pro', category:'Gadgets', price:45.00, active:true},
{sku:'SKU-007', name:'Doohickey X', category:'Other', price:45.00, active:true},
{sku:'SKU-009', name:'Old Widget', category:'Widgets', price:22.00, active:false},
]
},
summary_mv: {
schema: 'rpt', rows: 3442,
cols: [
{name:'period', type:'text'},
{name:'channel', type:'text'},
{name:'revenue', type:'numeric'},
{name:'units', type:'numeric'},
],
sample: [
{period:'2025-01', channel:'WHS', revenue:1240000, units:32100},
{period:'2025-01', channel:'DIR', revenue:980000, units:24400},
{period:'2025-01', channel:'ECOM', revenue:410000, units:10200},
{period:'2025-02', channel:'WHS', revenue:1190000, units:30800},
{period:'2025-02', channel:'DIR', revenue:1020000, units:25500},
]
}
}
function peekTable(name) {
const d = peekData[name]
if (!d) return
const cols = d.cols
const sample = d.sample
let html = '<div class="px-3 pt-3 pb-1 text-gray-400 uppercase tracking-wide font-medium text-xs">Columns</div>'
html += '<table class="w-full mb-3"><thead><tr class="text-left text-gray-400 border-b border-gray-100 bg-gray-50"><th class="px-3 py-1">name</th><th class="px-3 py-1">type</th></tr></thead><tbody>'
cols.forEach(c => {
html += `<tr class="border-t border-gray-50"><td class="px-3 py-1 font-mono text-gray-700">${c.name}</td><td class="px-3 py-1 text-gray-400">${c.type}</td></tr>`
})
html += '</tbody></table>'
html += '<div class="px-3 py-1 text-gray-400 uppercase tracking-wide font-medium text-xs border-t border-gray-100">Sample rows</div>'
html += '<div class="overflow-x-auto"><table class="text-xs" style="min-width:100%"><thead><tr class="text-left text-gray-400 bg-gray-50 border-b border-gray-100">'
cols.forEach(c => { html += `<th class="px-3 py-1 font-medium whitespace-nowrap">${c.name}</th>` })
html += '</tr></thead><tbody>'
sample.forEach(row => {
html += '<tr class="border-t border-gray-50">'
cols.forEach(c => {
const v = row[c.name]
html += `<td class="px-3 py-1 font-mono whitespace-nowrap ${v == null ? 'text-gray-300' : 'text-gray-600'}">${v == null ? 'null' : v}</td>`
})
html += '</tr>'
})
html += '</tbody></table></div>'
document.getElementById('peek-title').textContent = d.schema + '.' + name
document.getElementById('peek-rowcount').textContent = d.rows.toLocaleString() + ' rows'
document.getElementById('peek-body').innerHTML = html
document.getElementById('peek-modal').classList.remove('hidden')
}
function closePeek() {
document.getElementById('peek-modal').classList.add('hidden')
}
// ── Sidebar toggle ─────────────────────────────────────────────
function toggleSidebar() {
const sb = document.getElementById('sidebar')
const expanded = sb.classList.contains('expanded')
sb.classList.toggle('expanded', !expanded)
sb.classList.toggle('collapsed', expanded)
localStorage.setItem('sb', expanded ? 'collapsed' : 'expanded')
}
// ── Tab switching ──────────────────────────────────────────────
function show(view) {
['setup','baseline','forecast'].forEach(v => {
document.getElementById('view-' + v).classList.add('hidden')
const btn = document.getElementById('tab-' + v)
btn.classList.remove('bg-blue-50','text-blue-700')
btn.classList.add('text-gray-500')
})
document.getElementById('view-' + view).classList.remove('hidden')
const active = document.getElementById('tab-' + view)
active.classList.add('bg-blue-50','text-blue-700')
active.classList.remove('text-gray-500')
if (view === 'baseline') setTimeout(drawTimeline, 50)
}
// ── Log drawer ─────────────────────────────────────────────────
function toggleLog() {
const panel = document.getElementById('log-panel')
const arrow = document.getElementById('log-arrow')
panel.classList.toggle('hidden')
arrow.textContent = panel.classList.contains('hidden') ? '▶' : '▼'
}
// ── Timeline canvas ────────────────────────────────────────────
function parseDate(s) {
const [y,m,d] = s.split('-').map(Number)
return new Date(y, (m||1)-1, (d||1))
}
function addMonths(date, months) {
const d = new Date(date)
d.setMonth(d.getMonth() + months)
return d
}
function drawTimeline() {
const from = document.getElementById('date-from').value
const to = document.getElementById('date-to').value
const yr = parseInt(document.getElementById('offset-yr').value) || 0
const mo = parseInt(document.getElementById('offset-mo').value) || 0
drawTimelineOn('timeline-canvas', from, to, yr, mo)
}
function drawTimelineOn(canvasId, fromStr, toStr, yr, mo) {
const canvas = document.getElementById(canvasId)
if (!canvas) return
const W = canvas.offsetWidth || 500
canvas.width = W * devicePixelRatio
canvas.height = 90 * devicePixelRatio
const ctx = canvas.getContext('2d')
ctx.scale(devicePixelRatio, devicePixelRatio)
const H = 90
const PAD = { l: 8, r: 8, top: 20 }
const trackH = 22
const gap = 10
const srcY = PAD.top
const projY = srcY + trackH + gap
const srcStart = parseDate(fromStr)
const srcEnd = parseDate(toStr)
if (isNaN(srcStart) || isNaN(srcEnd)) return
const offsetMo = yr * 12 + mo
const projStart = addMonths(srcStart, offsetMo)
const projEnd = addMonths(srcEnd, offsetMo)
// window: from 1 month before srcStart to 1 month after projEnd
const winStart = addMonths(srcStart, -1)
const winEnd = addMonths(projEnd, 1)
const winMs = winEnd - winStart
const drawW = W - PAD.l - PAD.r
function xOf(date) {
return PAD.l + ((date - winStart) / winMs) * drawW
}
ctx.clearRect(0, 0, W, H)
// ── axis line ──
ctx.strokeStyle = '#e5e7eb'
ctx.lineWidth = 1
ctx.beginPath()
ctx.moveTo(PAD.l, srcY - 8)
ctx.lineTo(PAD.l + drawW, srcY - 8)
ctx.stroke()
// ── month ticks ──
ctx.fillStyle = '#9ca3af'
ctx.font = '9px system-ui'
ctx.textAlign = 'center'
const tickStart = new Date(winStart.getFullYear(), winStart.getMonth(), 1)
for (let d = new Date(tickStart); d <= winEnd; d = addMonths(d, 1)) {
const x = xOf(d)
if (x < PAD.l || x > PAD.l + drawW) continue
ctx.strokeStyle = '#f3f4f6'
ctx.lineWidth = 1
ctx.beginPath()
ctx.moveTo(x, srcY - 8)
ctx.lineTo(x, projY + trackH)
ctx.stroke()
// year label on Jan
if (d.getMonth() === 0) {
ctx.fillStyle = '#6b7280'
ctx.font = 'bold 9px system-ui'
ctx.fillText(d.getFullYear(), x, srcY - 10)
ctx.font = '9px system-ui'
}
}
// ── source band ──
const sx1 = xOf(srcStart), sx2 = xOf(srcEnd)
ctx.fillStyle = '#dbeafe'
ctx.strokeStyle = '#93c5fd'
ctx.lineWidth = 1
roundRect(ctx, sx1, srcY, sx2 - sx1, trackH, 4, true, true)
ctx.fillStyle = '#1d4ed8'
ctx.font = '10px system-ui'
ctx.textAlign = 'left'
ctx.fillText('Source ' + fromStr + ' → ' + toStr, sx1 + 6, srcY + 14)
if (offsetMo > 0) {
// ── projected band ──
const px1 = xOf(projStart), px2 = xOf(projEnd)
ctx.fillStyle = '#dcfce7'
ctx.strokeStyle = '#86efac'
ctx.lineWidth = 1
roundRect(ctx, px1, projY, px2 - px1, trackH, 4, true, true)
ctx.fillStyle = '#15803d'
ctx.font = '10px system-ui'
ctx.textAlign = 'left'
ctx.fillText('Projected ' + fmtDate(projStart) + ' → ' + fmtDate(projEnd), px1 + 6, projY + 14)
// ── offset arrow ──
const arrowY = srcY + trackH / 2
ctx.strokeStyle = '#94a3b8'
ctx.lineWidth = 1
ctx.setLineDash([3, 3])
ctx.beginPath()
ctx.moveTo(sx1, arrowY)
ctx.lineTo(px1 - 2, arrowY)
ctx.stroke()
ctx.setLineDash([])
// arrowhead
ctx.fillStyle = '#94a3b8'
ctx.beginPath()
ctx.moveTo(px1 + 4, arrowY)
ctx.lineTo(px1 - 4, arrowY - 4)
ctx.lineTo(px1 - 4, arrowY + 4)
ctx.closePath()
ctx.fill()
// label
const midX = (sx1 + px1) / 2
ctx.fillStyle = '#64748b'
ctx.font = '9px system-ui'
ctx.textAlign = 'center'
ctx.fillText('+' + (yr ? yr + 'yr ' : '') + (mo ? mo + 'mo' : ''), midX, arrowY - 5)
}
}
function roundRect(ctx, x, y, w, h, r, fill, stroke) {
ctx.beginPath()
ctx.moveTo(x + r, y)
ctx.lineTo(x + w - r, y)
ctx.quadraticCurveTo(x + w, y, x + w, y + r)
ctx.lineTo(x + w, y + h - r)
ctx.quadraticCurveTo(x + w, y + h, x + w - r, y + h)
ctx.lineTo(x + r, y + h)
ctx.quadraticCurveTo(x, y + h, x, y + h - r)
ctx.lineTo(x, y + r)
ctx.quadraticCurveTo(x, y, x + r, y)
ctx.closePath()
if (fill) ctx.fill()
if (stroke) ctx.stroke()
}
function fmtDate(d) {
return d.getFullYear() + '-' + String(d.getMonth()+1).padStart(2,'0') + '-' + String(d.getDate()).padStart(2,'0')
}
// ── Help popovers ──────────────────────────────────────────────
const helpText = {
segment: {
title: 'What is a segment?',
body: 'A segment is one query against the source table. Each segment appends rows independently — you can layer multiple segments to build up the baseline (e.g. core actuals, open orders, special items). Each is independently undoable.'
},
filters: {
title: 'Filters',
body: 'Define what rows to pull from the source table. You can use any date or filter-role column. At least one filter is required. Multiple filters are ANDed together.\n\nFor date ranges use BETWEEN. For lists use IN. For exact matches use =.'
},
offset: {
title: 'Date offset',
body: 'Shifts the primary date column forward by this amount when rows are inserted. For example, with offset = 1 yr, a row with order_date 2025-03-15 is stored as 2026-03-15.\n\nLeave at 0 to keep dates as-is (useful for open orders or non-date segments).'
},
timeline: {
title: 'Timeline preview',
body: 'The blue band shows the source period — the date range of rows being pulled from the source table.\n\nThe green band shows where those dates will land after the offset is applied. The arrow shows the shift.'
},
reference: {
title: 'Reference rows',
body: 'Reference rows are prior-period actuals loaded for comparison only. They appear in the pivot alongside your forecast rows but are never touched by scale, recode, or clone operations.'
},
operations: {
title: 'Operations',
body: 'Click a cell in the pivot to set the slice, then choose an operation:\n\n• Scale — add or subtract value/units across the slice\n• Recode — reassign dimension values (e.g. rename a customer)\n• Clone — copy a slice to a new set of dimension values\n\nAll operations are incremental and undoable from the log.'
}
}
function showHelp(btn, key) {
const data = helpText[key]
if (!data) return
const box = document.getElementById('help-box')
const over = document.getElementById('help-overlay')
box.innerHTML = `<div class="font-semibold text-white mb-1.5">${data.title}</div><div class="text-gray-300 whitespace-pre-line">${data.body}</div>`
const rect = btn.getBoundingClientRect()
box.style.top = (rect.bottom + 6 + window.scrollY) + 'px'
box.style.left = Math.min(rect.left, window.innerWidth - 300) + 'px'
box.classList.add('open')
over.classList.remove('hidden')
}
function closeHelp() {
document.getElementById('help-box').classList.remove('open')
document.getElementById('help-overlay').classList.add('hidden')
}
window.addEventListener('resize', drawTimeline)
// restore sidebar state
const sbState = localStorage.getItem('sb') || 'expanded'
const sb = document.getElementById('sidebar')
sb.classList.toggle('expanded', sbState === 'expanded')
sb.classList.toggle('collapsed', sbState === 'collapsed')
show('forecast')
</script>
</body>
</html>

View File

@ -83,18 +83,9 @@ body {
.view.hidden { display: none !important; }
/* ============================================================
SOURCES VIEW
SOURCES VIEW two-column
============================================================ */
.two-col-layout { display: flex; gap: 10px; flex: 1; overflow: hidden; }
.sources-layout { display: flex; gap: 10px; flex: 1; overflow: hidden; }
.sources-left-col { width: 420px; flex-shrink: 0; display: flex; flex-direction: column; gap: 10px; overflow: hidden; }
.sources-tables-panel { flex-shrink: 0; }
.sources-list-panel { flex: 1; min-height: 0; }
.sources-mapping-panel { flex: 1; min-width: 0; }
.tables-search-wrap { padding: 6px 8px; border-bottom: 1px solid #e8ecf0; flex-shrink: 0; }
.tables-search-wrap input { width: 100%; padding: 4px 7px; border: 1px solid #d0d7de; border-radius: 4px; font-size: 12px; outline: none; }
.tables-search-wrap input:focus { border-color: #3498db; }
.tables-grid { height: 172px; flex-shrink: 0; }
.two-col-layout { display: flex; gap: 10px; flex: 1; overflow: hidden; }
.panel {
flex: 1;
background: white;
@ -199,7 +190,7 @@ body {
box-shadow: 0 1px 3px rgba(0,0,0,.08);
min-width: 0;
}
#pivot-viewer { width: 100%; height: 100%; }
#pivot-grid { width: 100%; height: 100%; }
#operation-panel {
width: 270px;
@ -321,310 +312,9 @@ body {
#modal-body { padding: 16px 18px; overflow-y: auto; flex: 1; font-size: 12px; }
.modal-footer { padding: 10px 18px; border-top: 1px solid #eee; display: flex; justify-content: flex-end; gap: 8px; }
/* ============================================================
LOAD BASELINE / REFERENCE MODAL
============================================================ */
.load-data-modal { width: 480px; max-height: 80vh; }
#load-data-body {
padding: 20px 24px;
display: flex;
flex-direction: column;
gap: 20px;
overflow-y: auto;
}
.load-form-fields {
display: flex;
flex-direction: column;
gap: 12px;
}
.load-form-fields label {
font-size: 11px;
color: #555;
display: flex;
flex-direction: column;
gap: 4px;
}
.load-form-fields input[type=date],
.load-form-fields input[type=text] {
border: 1px solid #dce1e7;
padding: 7px 10px;
border-radius: 3px;
font-size: 13px;
color: #333;
width: 100%;
}
.load-form-fields input[type=date]:focus,
.load-form-fields input[type=text]:focus {
outline: none;
border-color: #2980b9;
box-shadow: 0 0 0 2px rgba(41,128,185,.15);
}
.load-offset-row { display: flex; gap: 12px; }
.load-offset-row label { flex: 1; }
.load-date-preview { display: flex; flex-direction: column; gap: 8px; }
.load-date-preview.hidden { display: none; }
.load-preview-columns {
display: flex;
gap: 10px;
align-items: flex-start;
}
.load-preview-col { flex: 1; display: flex; flex-direction: column; gap: 6px; }
.load-preview-arrow {
font-size: 20px;
color: #aaa;
padding-top: 18px;
flex-shrink: 0;
}
.load-preview-label {
font-size: 11px;
font-weight: 600;
color: #7f8c8d;
text-transform: uppercase;
letter-spacing: 0.04em;
}
.date-chips {
display: flex;
flex-wrap: wrap;
gap: 5px;
}
.date-chip {
background: #eaf4fb;
color: #1a6fa8;
border: 1px solid #c5dff0;
padding: 3px 9px;
border-radius: 12px;
font-size: 11px;
white-space: nowrap;
}
.date-chip-summary {
font-size: 12px;
color: #555;
font-style: italic;
}
.preview-section h4 { font-size: 12px; margin-bottom: 6px; color: #555; }
.preview-section + .preview-section { margin-top: 16px; }
.preview-table { border-collapse: collapse; width: 100%; font-size: 11px; }
.preview-table th, .preview-table td { border: 1px solid #e0e0e0; padding: 4px 8px; text-align: left; }
.preview-table th { background: #f5f7f9; font-weight: 600; }
.preview-table tr:hover td { background: #fafbfc; }
/* ============================================================
BASELINE WORKBENCH
============================================================ */
.workbench-toolbar {
display: flex;
align-items: center;
gap: 10px;
flex-shrink: 0;
}
#baseline-label { font-weight: 600; font-size: 13px; flex: 1; }
.baseline-layout {
display: flex;
flex-direction: column;
gap: 10px;
flex: 1;
overflow-y: auto;
min-height: 0;
}
.baseline-form-panel {
background: white;
border-radius: 5px;
padding: 14px 20px;
box-shadow: 0 1px 3px rgba(0,0,0,.08);
flex-shrink: 0;
}
.baseline-segments-panel {
flex: 1;
background: white;
border-radius: 5px;
padding: 14px 20px;
box-shadow: 0 1px 3px rgba(0,0,0,.08);
overflow-y: auto;
display: flex;
flex-direction: column;
gap: 8px;
min-height: 120px;
}
.panel-section-title {
font-size: 10px;
font-weight: 700;
text-transform: uppercase;
color: #7f8c8d;
letter-spacing: 0.05em;
margin-bottom: 12px;
}
.baseline-form {
display: flex;
flex-direction: column;
gap: 12px;
max-width: 860px;
}
.baseline-field-label {
font-size: 11px;
color: #555;
display: flex;
flex-direction: column;
gap: 3px;
}
.baseline-field-label input[type=text],
.baseline-field-label input[type=number],
.baseline-field-label select {
border: 1px solid #dce1e7;
padding: 5px 8px;
border-radius: 3px;
font-size: 12px;
color: #333;
background: white;
}
.offset-row { display: flex; gap: 10px; }
.offset-row label { flex: 1; }
/* WHERE clause builder */
.where-section { display: flex; flex-direction: column; gap: 6px; }
.filter-section-label { font-size: 11px; color: #555; font-weight: 600; }
.col-chips { display: flex; flex-wrap: wrap; gap: 4px; }
.col-chip {
display: inline-block;
padding: 2px 8px;
background: #eaf4fb;
border: 1px solid #aed6f1;
border-radius: 10px;
font-size: 11px;
color: #2471a3;
cursor: pointer;
user-select: none;
}
.col-chip:hover { background: #d6eaf8; border-color: #2471a3; }
.where-textarea {
width: 100%;
font-family: 'SFMono-Regular', Consolas, monospace;
font-size: 12px;
padding: 8px;
border: 1px solid #d0d7de;
border-radius: 4px;
resize: vertical;
color: #333;
line-height: 1.5;
}
.where-textarea:focus { outline: none; border-color: #3498db; }
.filter-row {
display: flex;
gap: 4px;
align-items: flex-start;
flex-wrap: wrap;
padding: 6px 8px;
background: #f8fafc;
border: 1px solid #e8ecf0;
border-radius: 3px;
margin-bottom: 4px;
}
.filter-row select,
.filter-row input[type=text] {
border: 1px solid #dce1e7;
padding: 4px 6px;
border-radius: 3px;
font-size: 11px;
color: #333;
background: white;
}
.filter-col-select { min-width: 120px; }
.filter-op-select { min-width: 90px; }
.filter-val-single,
.filter-val-list { min-width: 120px; flex: 1; }
.filter-val-from,
.filter-val-to { min-width: 90px; flex: 1; }
.filter-between-sep { font-size: 11px; color: #aaa; padding: 5px 2px; }
.filter-value-container { display: flex; align-items: center; gap: 4px; flex: 1; min-width: 0; }
/* Timeline preview */
.timeline-preview { display: flex; flex-direction: column; gap: 6px; padding: 10px 0 4px; }
.timeline-preview.hidden { display: none; }
.timeline-row { display: flex; align-items: center; gap: 8px; }
.timeline-row-label {
font-size: 10px;
font-weight: 700;
text-transform: uppercase;
color: #7f8c8d;
letter-spacing: 0.04em;
width: 60px;
flex-shrink: 0;
text-align: right;
}
.timeline-bar-wrap { flex: 1; display: flex; flex-direction: column; gap: 3px; }
.timeline-bar {
height: 14px;
background: #2980b9;
border-radius: 3px;
width: 100%;
}
.timeline-bar-projected { background: #27ae60; }
.timeline-bar-labels {
display: flex;
justify-content: space-between;
font-size: 10px;
color: #666;
}
.timeline-offset-indicator {
font-size: 11px;
color: #aaa;
padding: 2px 0 2px 68px;
font-style: italic;
}
/* Segment cards */
.segment-card {
border: 1px solid #e8ecf0;
border-radius: 4px;
padding: 10px 12px;
background: #fafbfc;
display: flex;
flex-direction: column;
gap: 4px;
}
.segment-card-header {
display: flex;
align-items: center;
gap: 8px;
}
.segment-card-note {
font-size: 12px;
font-weight: 600;
flex: 1;
}
.segment-card-meta {
font-size: 11px;
color: #888;
}
.segment-card-params {
font-size: 11px;
color: #555;
font-family: monospace;
white-space: pre-wrap;
word-break: break-word;
}
.segments-empty { font-size: 12px; color: #aaa; font-style: italic; }

View File

@ -43,7 +43,7 @@ module.exports = function(pool) {
await client.query('BEGIN');
// delete forecast rows first (logid has no FK constraint — managed by app)
const del = await client.query(
`DELETE FROM ${table} WHERE pf_logid = $1 RETURNING pf_id`,
`DELETE FROM ${table} WHERE logid = $1 RETURNING id`,
[logid]
);
await client.query(`DELETE FROM pf.log WHERE id = $1`, [logid]);

View File

@ -1,5 +1,4 @@
const express = require('express');
const { tableFromJSON, RecordBatchStreamWriter, RecordBatch } = require('apache-arrow');
const { applyTokens, buildWhere, buildExcludeClause, buildSetClause, esc } = require('../lib/sql_generator');
const { fcTable } = require('../lib/utils');
@ -62,75 +61,41 @@ module.exports = function(pool) {
return true;
}
// stream all rows for a version as Arrow IPC (all iters including reference)
// fetch all rows for a version (all iters including reference)
router.get('/versions/:id/data', async (req, res) => {
const versionId = parseInt(req.params.id);
let client, committed = false;
try {
const verResult = await pool.query(
`SELECT v.*, s.tname FROM pf.version v JOIN pf.source s ON s.id = v.source_id WHERE v.id = $1`,
[versionId]
);
if (!verResult.rows.length) {
const err = new Error('Version not found'); err.status = 404; throw err;
}
const tbl = fcTable(verResult.rows[0].tname, versionId);
const { rows: [{ count }] } = await pool.query(`SELECT COUNT(*) FROM ${tbl}`);
const rowCount = parseInt(count);
res.setHeader('Content-Type', 'application/vnd.apache.arrow.stream');
res.setHeader('X-Row-Count', String(rowCount));
if (rowCount === 0) { res.end(); return; }
client = await pool.connect();
await client.query('BEGIN');
await client.query(`DECLARE pf_cur CURSOR FOR SELECT * FROM ${tbl}`);
const writer = RecordBatchStreamWriter.throughNode();
writer.pipe(res);
let schema = null;
while (true) {
const { rows } = await client.query('FETCH 10000 FROM pf_cur');
if (!rows.length) break;
const t = tableFromJSON(rows);
if (!schema) { schema = t.schema; writer.write(schema); }
for (const rb of t.batches) writer.write(new RecordBatch(schema, rb.data));
}
writer.end();
await client.query('COMMIT');
committed = true;
const ctx = await getContext(parseInt(req.params.id), 'get_data');
const sql = applyTokens(ctx.sql, { fc_table: ctx.table });
const result = await runSQL(sql);
res.json(result.rows);
} catch (err) {
console.error(err);
if (!res.headersSent) res.status(err.status || 500).json({ error: err.message });
else res.destroy();
} finally {
if (client) {
if (!committed) try { await client.query('ROLLBACK'); } catch {}
client.release();
}
res.status(err.status || 500).json({ error: err.message });
}
});
// load baseline rows from source table — additive, no delete
// load baseline rows from source table for a date range
// deletes existing iter='baseline' rows before inserting (handled inside stored SQL)
router.post('/versions/:id/baseline', async (req, res) => {
const { where_clause, date_offset, pf_user, note } = req.body;
const dateOffset = date_offset || '0 days';
const filterClause = (where_clause || '').trim() || 'TRUE';
const { date_from, date_to, pf_user, note, replay } = req.body;
if (!date_from || !date_to) {
return res.status(400).json({ error: 'date_from and date_to are required' });
}
if (replay) {
return res.status(501).json({ error: 'replay is not yet implemented' });
}
try {
const ctx = await getContext(parseInt(req.params.id), 'baseline');
if (!guardOpen(ctx.version, res)) return;
const sql = applyTokens(ctx.sql, {
fc_table: ctx.table,
version_id: ctx.version.id,
pf_user: esc(pf_user || ''),
note: esc(note || ''),
params: esc(JSON.stringify({ where_clause: filterClause, date_offset: dateOffset })),
filter_clause: filterClause,
date_offset: esc(dateOffset)
fc_table: ctx.table,
version_id: ctx.version.id,
pf_user: esc(pf_user || ''),
note: esc(note || ''),
params: esc(JSON.stringify({ date_from, date_to })),
date_from: esc(date_from),
date_to: esc(date_to)
});
const result = await runSQL(sql);
@ -141,50 +106,24 @@ module.exports = function(pool) {
}
});
// delete all baseline rows and log entries for a version
router.delete('/versions/:id/baseline', async (req, res) => {
const versionId = parseInt(req.params.id);
try {
const ctx = await getContext(versionId, 'baseline');
if (!guardOpen(ctx.version, res)) return;
const client = await pool.connect();
try {
await client.query('BEGIN');
const delRows = await client.query(
`DELETE FROM ${ctx.table} WHERE pf_iter = 'baseline' RETURNING pf_id`
);
const delLog = await client.query(
`DELETE FROM pf.log WHERE version_id = $1 AND operation = 'baseline'`,
[versionId]
);
await client.query('COMMIT');
res.json({ rows_deleted: delRows.rowCount, log_entries_deleted: delLog.rowCount });
} catch (err) {
await client.query('ROLLBACK');
throw err;
} finally {
client.release();
}
} catch (err) {
console.error(err);
res.status(err.status || 500).json({ error: err.message });
}
});
// load reference rows from source table (additive — does not clear prior reference rows)
router.post('/versions/:id/reference', async (req, res) => {
const { where_clause, pf_user, note } = req.body;
const filterClause = (where_clause || '').trim() || 'TRUE';
const { date_from, date_to, pf_user, note } = req.body;
if (!date_from || !date_to) {
return res.status(400).json({ error: 'date_from and date_to are required' });
}
try {
const ctx = await getContext(parseInt(req.params.id), 'reference');
if (!guardOpen(ctx.version, res)) return;
const sql = applyTokens(ctx.sql, {
fc_table: ctx.table,
version_id: ctx.version.id,
pf_user: esc(pf_user || ''),
note: esc(note || ''),
params: esc(JSON.stringify({ where_clause: filterClause })),
filter_clause: filterClause
fc_table: ctx.table,
version_id: ctx.version.id,
pf_user: esc(pf_user || ''),
note: esc(note || ''),
params: esc(JSON.stringify({ date_from, date_to })),
date_from: esc(date_from),
date_to: esc(date_to)
});
const result = await runSQL(sql);
@ -244,7 +183,7 @@ module.exports = function(pool) {
});
const result = await runSQL(sql);
res.json({ rows: result.rows, rows_affected: result.rows.length });
res.json(result.rows[0]);
} catch (err) {
console.error(err);
res.status(err.status || 500).json({ error: err.message });
@ -279,7 +218,7 @@ module.exports = function(pool) {
});
const result = await runSQL(sql);
res.json({ rows: result.rows, rows_affected: result.rows.length });
res.json(result.rows[0]);
} catch (err) {
console.error(err);
res.status(err.status || 500).json({ error: err.message });
@ -316,83 +255,6 @@ module.exports = function(pool) {
});
const result = await runSQL(sql);
res.json({ rows: result.rows, rows_affected: result.rows.length });
} catch (err) {
console.error(err);
res.status(err.status || 500).json({ error: err.message });
}
});
// list log entries for a version, newest first, with row counts
router.get('/versions/:id/log', async (req, res) => {
const versionId = parseInt(req.params.id);
try {
const verResult = await pool.query(
`SELECT v.*, s.tname FROM pf.version v JOIN pf.source s ON s.id = v.source_id WHERE v.id = $1`,
[versionId]
);
if (!verResult.rows.length) return res.status(404).json({ error: 'Version not found' });
const table = fcTable(verResult.rows[0].tname, versionId);
const result = await pool.query(`
SELECT l.*, count(f.pf_id)::int AS row_count
FROM pf.log l
LEFT JOIN ${table} f ON f.pf_logid = l.id
WHERE l.version_id = $1
GROUP BY l.id
ORDER BY l.id DESC
`, [versionId]);
res.json(result.rows);
} catch (err) {
console.error(err);
res.status(err.status || 500).json({ error: err.message });
}
});
// undo a log entry — delete all fc rows with this logid, then delete the log entry
router.delete('/log/:logid', async (req, res) => {
const logId = parseInt(req.params.logid);
try {
const logResult = await pool.query(`
SELECT l.*, v.status, s.tname, v.id AS version_id
FROM pf.log l
JOIN pf.version v ON v.id = l.version_id
JOIN pf.source s ON s.id = v.source_id
WHERE l.id = $1
`, [logId]);
if (!logResult.rows.length) return res.status(404).json({ error: 'Log entry not found' });
const log = logResult.rows[0];
if (log.status === 'closed') return res.status(403).json({ error: 'Version is closed' });
const table = fcTable(log.tname, log.version_id);
const client = await pool.connect();
try {
await client.query('BEGIN');
const deleted = await client.query(
`DELETE FROM ${table} WHERE pf_logid = $1 RETURNING pf_id`, [logId]
);
await client.query('DELETE FROM pf.log WHERE id = $1', [logId]);
await client.query('COMMIT');
res.json({ rows_deleted: deleted.rowCount });
} catch (err) {
await client.query('ROLLBACK');
throw err;
} finally {
client.release();
}
} catch (err) {
console.error(err);
res.status(err.status || 500).json({ error: err.message });
}
});
// update the note on a log entry
router.patch('/log/:logid', async (req, res) => {
const logId = parseInt(req.params.logid);
const { note } = req.body;
try {
const result = await pool.query(
`UPDATE pf.log SET note = $1 WHERE id = $2 RETURNING *`, [note, logId]
);
if (!result.rows.length) return res.status(404).json({ error: 'Log entry not found' });
res.json(result.rows[0]);
} catch (err) {
console.error(err);

View File

@ -42,7 +42,7 @@ module.exports = function(pool) {
// seed col_meta from information_schema
await client.query(`
INSERT INTO pf.col_meta (source_id, cname, role, opos)
SELECT $1, column_name, 'dimension', ordinal_position
SELECT $1, column_name, 'ignore', ordinal_position
FROM information_schema.columns
WHERE table_schema = $2 AND table_name = $3
ORDER BY ordinal_position

View File

@ -79,9 +79,8 @@ module.exports = function(pool) {
// build CREATE TABLE DDL using col_meta + mapped data types
const table = fcTable(source.tname, version.id);
const systemCols = new Set(['pf_id', 'pf_iter', 'pf_logid', 'pf_user', 'pf_created_at']);
const colDefs = colResult.rows
.filter(c => !systemCols.has(c.cname))
.filter(c => c.cname !== 'id')
.map(c => {
const pgType = mapType(c.data_type, c.numeric_precision, c.numeric_scale);
const quoted = `"${c.cname}"`;
@ -90,12 +89,12 @@ module.exports = function(pool) {
const ddl = `
CREATE TABLE ${table} (
pf_id bigserial PRIMARY KEY,
id bigserial PRIMARY KEY,
${colDefs},
pf_iter text NOT NULL,
pf_logid bigint NOT NULL,
iter text NOT NULL,
logid bigint NOT NULL,
pf_user text,
pf_created_at timestamptz NOT NULL DEFAULT now()
created_at timestamptz NOT NULL DEFAULT now()
)
`;
await client.query(ddl);

View File

@ -7,8 +7,6 @@ const app = express();
app.use(cors());
app.use(express.json());
app.use(express.static('public'));
app.use(express.static('public/app'));
app.get('/', (req, res) => res.sendFile(__dirname + '/public/app/index.html'));
const pool = new Pool({
host: process.env.DB_HOST,
@ -29,6 +27,7 @@ app.use('/api', require('./routes/versions')(pool));
app.use('/api', require('./routes/operations')(pool));
app.use('/api', require('./routes/log')(pool));
app.get('/', (req, res) => res.send('pf_app running'));
const port = process.env.PORT || 3010;
app.listen(port, '0.0.0.0', () => console.log(`pf_app started on port ${port}`));

24
ui/.gitignore vendored
View File

@ -1,24 +0,0 @@
# Logs
logs
*.log
npm-debug.log*
yarn-debug.log*
yarn-error.log*
pnpm-debug.log*
lerna-debug.log*
node_modules
dist
dist-ssr
*.local
# Editor directories and files
.vscode/*
!.vscode/extensions.json
.idea
.DS_Store
*.suo
*.ntvs*
*.njsproj
*.sln
*.sw?

View File

@ -1,16 +0,0 @@
# React + Vite
This template provides a minimal setup to get React working in Vite with HMR and some ESLint rules.
Currently, two official plugins are available:
- [@vitejs/plugin-react](https://github.com/vitejs/vite-plugin-react/blob/main/packages/plugin-react) uses [Oxc](https://oxc.rs)
- [@vitejs/plugin-react-swc](https://github.com/vitejs/vite-plugin-react/blob/main/packages/plugin-react-swc) uses [SWC](https://swc.rs/)
## React Compiler
The React Compiler is not enabled on this template because of its impact on dev & build performances. To add it, see [this documentation](https://react.dev/learn/react-compiler/installation).
## Expanding the ESLint configuration
If you are developing a production application, we recommend using TypeScript with type-aware lint rules enabled. Check out the [TS template](https://github.com/vitejs/vite/tree/main/packages/create-vite/template-react-ts) for information on how to integrate TypeScript and [`typescript-eslint`](https://typescript-eslint.io) in your project.

View File

@ -1,21 +0,0 @@
import js from '@eslint/js'
import globals from 'globals'
import reactHooks from 'eslint-plugin-react-hooks'
import reactRefresh from 'eslint-plugin-react-refresh'
import { defineConfig, globalIgnores } from 'eslint/config'
export default defineConfig([
globalIgnores(['dist']),
{
files: ['**/*.{js,jsx}'],
extends: [
js.configs.recommended,
reactHooks.configs.flat.recommended,
reactRefresh.configs.vite,
],
languageOptions: {
globals: globals.browser,
parserOptions: { ecmaFeatures: { jsx: true } },
},
},
])

View File

@ -1,14 +0,0 @@
<!doctype html>
<html lang="en">
<head>
<meta charset="UTF-8" />
<link rel="icon" type="image/svg+xml" href="/favicon.svg" />
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
<title>Pivot Forecast</title>
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/@perspective-dev/viewer@4.4.0/dist/css/themes.css" crossorigin="anonymous">
</head>
<body>
<div id="root"></div>
<script type="module" src="/src/main.jsx"></script>
</body>
</html>

2750
ui/package-lock.json generated

File diff suppressed because it is too large Load Diff

View File

@ -1,28 +0,0 @@
{
"name": "ui",
"private": true,
"version": "0.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"lint": "eslint .",
"preview": "vite preview"
},
"dependencies": {
"react": "^19.2.5",
"react-dom": "^19.2.5"
},
"devDependencies": {
"@eslint/js": "^10.0.1",
"@tailwindcss/vite": "^4.2.4",
"@types/react": "^19.2.14",
"@types/react-dom": "^19.2.3",
"@vitejs/plugin-react": "^6.0.1",
"eslint": "^10.2.1",
"eslint-plugin-react-hooks": "^7.1.1",
"eslint-plugin-react-refresh": "^0.5.2",
"globals": "^17.5.0",
"vite": "^8.0.10"
}
}

File diff suppressed because one or more lines are too long

Before

Width:  |  Height:  |  Size: 9.3 KiB

View File

@ -1,24 +0,0 @@
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<symbol id="bluesky-icon" viewBox="0 0 16 17">
<g clip-path="url(#bluesky-clip)"><path fill="#08060d" d="M7.75 7.735c-.693-1.348-2.58-3.86-4.334-5.097-1.68-1.187-2.32-.981-2.74-.79C.188 2.065.1 2.812.1 3.251s.241 3.602.398 4.13c.52 1.744 2.367 2.333 4.07 2.145-2.495.37-4.71 1.278-1.805 4.512 3.196 3.309 4.38-.71 4.987-2.746.608 2.036 1.307 5.91 4.93 2.746 2.72-2.746.747-4.143-1.747-4.512 1.702.189 3.55-.4 4.07-2.145.156-.528.397-3.691.397-4.13s-.088-1.186-.575-1.406c-.42-.19-1.06-.395-2.741.79-1.755 1.24-3.64 3.752-4.334 5.099"/></g>
<defs><clipPath id="bluesky-clip"><path fill="#fff" d="M.1.85h15.3v15.3H.1z"/></clipPath></defs>
</symbol>
<symbol id="discord-icon" viewBox="0 0 20 19">
<path fill="#08060d" d="M16.224 3.768a14.5 14.5 0 0 0-3.67-1.153c-.158.286-.343.67-.47.976a13.5 13.5 0 0 0-4.067 0c-.128-.306-.317-.69-.476-.976A14.4 14.4 0 0 0 3.868 3.77C1.546 7.28.916 10.703 1.231 14.077a14.7 14.7 0 0 0 4.5 2.306q.545-.748.965-1.587a9.5 9.5 0 0 1-1.518-.74q.191-.14.372-.293c2.927 1.369 6.107 1.369 8.999 0q.183.152.372.294-.723.437-1.52.74.418.838.963 1.588a14.6 14.6 0 0 0 4.504-2.308c.37-3.911-.63-7.302-2.644-10.309m-9.13 8.234c-.878 0-1.599-.82-1.599-1.82 0-.998.705-1.82 1.6-1.82.894 0 1.614.82 1.599 1.82.001 1-.705 1.82-1.6 1.82m5.91 0c-.878 0-1.599-.82-1.599-1.82 0-.998.705-1.82 1.6-1.82.893 0 1.614.82 1.599 1.82 0 1-.706 1.82-1.6 1.82"/>
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</symbol>
<symbol id="github-icon" viewBox="0 0 19 19">
<path fill="#08060d" fill-rule="evenodd" d="M9.356 1.85C5.05 1.85 1.57 5.356 1.57 9.694a7.84 7.84 0 0 0 5.324 7.44c.387.079.528-.168.528-.376 0-.182-.013-.805-.013-1.454-2.165.467-2.616-.935-2.616-.935-.349-.91-.864-1.143-.864-1.143-.71-.48.051-.48.051-.48.787.051 1.2.805 1.2.805.695 1.194 1.817.857 2.268.649.064-.507.27-.857.49-1.052-1.728-.182-3.545-.857-3.545-3.87 0-.857.31-1.558.8-2.104-.078-.195-.349-1 .077-2.078 0 0 .657-.208 2.14.805a7.5 7.5 0 0 1 1.946-.26c.657 0 1.328.092 1.946.26 1.483-1.013 2.14-.805 2.14-.805.426 1.078.155 1.883.078 2.078.502.546.799 1.247.799 2.104 0 3.013-1.818 3.675-3.558 3.87.284.247.528.714.528 1.454 0 1.052-.012 1.896-.012 2.156 0 .208.142.455.528.377a7.84 7.84 0 0 0 5.324-7.441c.013-4.338-3.48-7.844-7.773-7.844" clip-rule="evenodd"/>
</symbol>
<symbol id="social-icon" viewBox="0 0 20 20">
<path fill="none" stroke="#aa3bff" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.35" d="M12.5 6.667a4.167 4.167 0 1 0-8.334 0 4.167 4.167 0 0 0 8.334 0"/>
<path fill="none" stroke="#aa3bff" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.35" d="M2.5 16.667a5.833 5.833 0 0 1 8.75-5.053m3.837.474.513 1.035c.07.144.257.282.414.309l.93.155c.596.1.736.536.307.965l-.723.73a.64.64 0 0 0-.152.531l.207.903c.164.715-.213.991-.84.618l-.872-.52a.63.63 0 0 0-.577 0l-.872.52c-.624.373-1.003.094-.84-.618l.207-.903a.64.64 0 0 0-.152-.532l-.723-.729c-.426-.43-.289-.864.306-.964l.93-.156a.64.64 0 0 0 .412-.31l.513-1.034c.28-.562.735-.562 1.012 0"/>
</symbol>
<symbol id="x-icon" viewBox="0 0 19 19">
<path fill="#08060d" fill-rule="evenodd" d="M1.893 1.98c.052.072 1.245 1.769 2.653 3.77l2.892 4.114c.183.261.333.48.333.486s-.068.089-.152.183l-.522.593-.765.867-3.597 4.087c-.375.426-.734.834-.798.905a1 1 0 0 0-.118.148c0 .01.236.017.664.017h.663l.729-.83c.4-.457.796-.906.879-.999a692 692 0 0 0 1.794-2.038c.034-.037.301-.34.594-.675l.551-.624.345-.392a7 7 0 0 1 .34-.374c.006 0 .93 1.306 2.052 2.903l2.084 2.965.045.063h2.275c1.87 0 2.273-.003 2.266-.021-.008-.02-1.098-1.572-3.894-5.547-2.013-2.862-2.28-3.246-2.273-3.266.008-.019.282-.332 2.085-2.38l2-2.274 1.567-1.782c.022-.028-.016-.03-.65-.03h-.674l-.3.342a871 871 0 0 1-1.782 2.025c-.067.075-.405.458-.75.852a100 100 0 0 1-.803.91c-.148.172-.299.344-.99 1.127-.304.343-.32.358-.345.327-.015-.019-.904-1.282-1.976-2.808L6.365 1.85H1.8zm1.782.91 8.078 11.294c.772 1.08 1.413 1.973 1.425 1.984.016.017.241.02 1.05.017l1.03-.004-2.694-3.766L7.796 5.75 5.722 2.852l-1.039-.004-1.039-.004z" clip-rule="evenodd"/>
</symbol>
</svg>

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.counter {
font-size: 16px;
padding: 5px 10px;
border-radius: 5px;
color: var(--accent);
background: var(--accent-bg);
border: 2px solid transparent;
transition: border-color 0.3s;
margin-bottom: 24px;
&:hover {
border-color: var(--accent-border);
}
&:focus-visible {
outline: 2px solid var(--accent);
outline-offset: 2px;
}
}
.hero {
position: relative;
.base,
.framework,
.vite {
inset-inline: 0;
margin: 0 auto;
}
.base {
width: 170px;
position: relative;
z-index: 0;
}
.framework,
.vite {
position: absolute;
}
.framework {
z-index: 1;
top: 34px;
height: 28px;
transform: perspective(2000px) rotateZ(300deg) rotateX(44deg) rotateY(39deg)
scale(1.4);
}
.vite {
z-index: 0;
top: 107px;
height: 26px;
width: auto;
transform: perspective(2000px) rotateZ(300deg) rotateX(40deg) rotateY(39deg)
scale(0.8);
}
}
#center {
display: flex;
flex-direction: column;
gap: 25px;
place-content: center;
place-items: center;
flex-grow: 1;
@media (max-width: 1024px) {
padding: 32px 20px 24px;
gap: 18px;
}
}
#next-steps {
display: flex;
border-top: 1px solid var(--border);
text-align: left;
& > div {
flex: 1 1 0;
padding: 32px;
@media (max-width: 1024px) {
padding: 24px 20px;
}
}
.icon {
margin-bottom: 16px;
width: 22px;
height: 22px;
}
@media (max-width: 1024px) {
flex-direction: column;
text-align: center;
}
}
#docs {
border-right: 1px solid var(--border);
@media (max-width: 1024px) {
border-right: none;
border-bottom: 1px solid var(--border);
}
}
#next-steps ul {
list-style: none;
padding: 0;
display: flex;
gap: 8px;
margin: 32px 0 0;
.logo {
height: 18px;
}
a {
color: var(--text-h);
font-size: 16px;
border-radius: 6px;
background: var(--social-bg);
display: flex;
padding: 6px 12px;
align-items: center;
gap: 8px;
text-decoration: none;
transition: box-shadow 0.3s;
&:hover {
box-shadow: var(--shadow);
}
.button-icon {
height: 18px;
width: 18px;
}
}
@media (max-width: 1024px) {
margin-top: 20px;
flex-wrap: wrap;
justify-content: center;
li {
flex: 1 1 calc(50% - 8px);
}
a {
width: 100%;
justify-content: center;
box-sizing: border-box;
}
}
}
#spacer {
height: 88px;
border-top: 1px solid var(--border);
@media (max-width: 1024px) {
height: 48px;
}
}
.ticks {
position: relative;
width: 100%;
&::before,
&::after {
content: '';
position: absolute;
top: -4.5px;
border: 5px solid transparent;
}
&::before {
left: 0;
border-left-color: var(--border);
}
&::after {
right: 0;
border-right-color: var(--border);
}
}

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import { useState, useEffect } from 'react'
import Sidebar from './components/Sidebar.jsx'
import StatusBar from './components/StatusBar.jsx'
import Setup from './views/Setup.jsx'
import Baseline from './views/Baseline.jsx'
import Forecast from './views/Forecast.jsx'
export default function App() {
const [view, setView] = useState(() => localStorage.getItem('pf_view') || 'forecast')
const [sidebarExpanded, setSidebarExpanded] = useState(() => localStorage.getItem('pf_sidebar') !== 'collapsed')
useEffect(() => { localStorage.setItem('pf_view', view) }, [view])
useEffect(() => { localStorage.setItem('pf_sidebar', sidebarExpanded ? 'expanded' : 'collapsed') }, [sidebarExpanded])
return (
<div className="flex h-screen w-full text-sm overflow-hidden">
<Sidebar view={view} setView={setView} expanded={sidebarExpanded} setExpanded={setSidebarExpanded} />
<div className="flex flex-col flex-1 overflow-hidden min-w-0">
<StatusBar />
<div className="flex-1 overflow-hidden">
{view === 'setup' && <Setup />}
{view === 'baseline' && <Baseline />}
{view === 'forecast' && <Forecast />}
</div>
</div>
</div>
)
}

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const NAV = [
{
id: 'setup',
label: 'Setup',
icon: (
<svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round">
<line x1="3" y1="5" x2="17" y2="5"/><circle cx="7" cy="5" r="1.8" fill="white" stroke="currentColor" strokeWidth="1.6"/>
<line x1="3" y1="10" x2="17" y2="10"/><circle cx="13" cy="10" r="1.8" fill="white" stroke="currentColor" strokeWidth="1.6"/>
<line x1="3" y1="15" x2="17" y2="15"/><circle cx="8" cy="15" r="1.8" fill="white" stroke="currentColor" strokeWidth="1.6"/>
</svg>
)
},
{
id: 'baseline',
label: 'Baseline',
icon: (
<svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
<polygon points="10,2 18,7 10,12 2,7"/>
<polyline points="2,12 10,17 18,12"/>
</svg>
)
},
{
id: 'forecast',
label: 'Forecast',
icon: (
<svg width="18" height="18" viewBox="0 0 20 20" fill="none" stroke="currentColor" strokeWidth="1.6" strokeLinecap="round" strokeLinejoin="round">
<polyline points="2,15 7,9 11,12 18,4"/>
<polyline points="14,4 18,4 18,8"/>
</svg>
)
},
]
export default function Sidebar({ view, setView, expanded, setExpanded }) {
return (
<div
className="bg-white border-r border-gray-200 flex flex-col shrink-0 overflow-hidden transition-all duration-150"
style={{ width: expanded ? 200 : 48 }}
>
<div className="h-12 flex items-center px-3 border-b border-gray-100 gap-2 shrink-0">
<button
onClick={() => setExpanded(e => !e)}
className="w-8 h-8 flex items-center justify-center rounded hover:bg-gray-100 text-gray-400 shrink-0"
title="Toggle sidebar"
>
<svg width="16" height="16" viewBox="0 0 16 16" fill="none">
<rect x="1" y="3" width="14" height="1.5" rx="0.75" fill="currentColor"/>
<rect x="1" y="7.25" width="14" height="1.5" rx="0.75" fill="currentColor"/>
<rect x="1" y="11.5" width="14" height="1.5" rx="0.75" fill="currentColor"/>
</svg>
</button>
<span
className="text-xs font-semibold text-gray-600 tracking-wide uppercase whitespace-nowrap transition-opacity duration-100"
style={{ opacity: expanded ? 1 : 0, pointerEvents: expanded ? 'auto' : 'none' }}
>
Pivot Forecast
</span>
</div>
<nav className="flex flex-col gap-0.5 p-2 flex-1">
{NAV.map(item => {
const active = view === item.id
return (
<button
key={item.id}
onClick={() => setView(item.id)}
title={!expanded ? item.label : undefined}
className={`flex items-center gap-3 px-2 py-2 rounded text-left w-full transition-colors ${
active
? 'bg-blue-50 text-blue-700'
: 'text-gray-500 hover:bg-gray-100 hover:text-gray-800'
}`}
>
<span className="shrink-0">{item.icon}</span>
<span
className="text-sm whitespace-nowrap transition-opacity duration-100"
style={{ opacity: expanded ? 1 : 0, pointerEvents: expanded ? 'auto' : 'none', width: expanded ? 'auto' : 0, overflow: 'hidden' }}
>
{item.label}
</span>
</button>
)
})}
</nav>
</div>
)
}

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import useTheme from '../theme.jsx'
export default function StatusBar() {
const { dark, setDark } = useTheme()
return (
<div className="bg-white border-b border-gray-200 px-4 h-8 flex items-center gap-4 shrink-0 text-xs">
<span className="text-gray-400">Source</span>
<span className="font-medium text-gray-700">sales_orders</span>
<span className="text-gray-200">|</span>
<span className="text-gray-400">Version</span>
<span className="font-medium text-gray-700">FY2026 Plan</span>
<span className="text-gray-200">|</span>
<span className="text-gray-400">Baseline</span>
<span className="font-medium text-gray-700">44,313 rows</span>
<span className="text-gray-200">|</span>
<span className="text-gray-400">Status</span>
<span className="text-green-600 font-medium">open</span>
<div className="ml-auto">
<button
onClick={() => setDark(d => !d)}
className="w-6 h-6 flex items-center justify-center rounded hover:bg-gray-100"
title={dark ? 'Switch to light mode' : 'Switch to dark mode'}
>
{dark ? (
<svg width="14" height="14" viewBox="0 0 16 16" fill="currentColor">
<path d="M8 12a4 4 0 1 0 0-8 4 4 0 0 0 0 8zM8 0a.5.5 0 0 1 .5.5v2a.5.5 0 0 1-1 0v-2A.5.5 0 0 1 8 0zm0 13a.5.5 0 0 1 .5.5v2a.5.5 0 0 1-1 0v-2A.5.5 0 0 1 8 13zm8-5a.5.5 0 0 1-.5.5h-2a.5.5 0 0 1 0-1h2a.5.5 0 0 1 .5.5zM3 8a.5.5 0 0 1-.5.5h-2a.5.5 0 0 1 0-1h2A.5.5 0 0 1 3 8z"/>
</svg>
) : (
<svg width="14" height="14" viewBox="0 0 16 16" fill="currentColor">
<path d="M6 .278a.768.768 0 0 1 1.065.02A.75.75 0 0 1 5.792 15.5a.75.75 0 0 1-1.498-.075.768.768 0 0 1-.02-1.05A8 8 0 1 0 6.278 14.72a.768.768 0 0 1-1.055-.02A.75.75 0 0 1 2.5 13.75a.75.75 0 0 1 1.498.075A8 8 0 1 0 6 .278z"/>
</svg>
)}
</button>
</div>
</div>
)
}

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import { useEffect, useRef } from 'react'
function parseDate(s) {
if (!s) return null
const [y, m, d] = s.split('-').map(Number)
return new Date(y, (m || 1) - 1, (d || 1))
}
function addMonths(date, months) {
const d = new Date(date)
d.setMonth(d.getMonth() + months)
return d
}
function fmtDate(d) {
return d.getFullYear() + '-' + String(d.getMonth() + 1).padStart(2, '0') + '-' + String(d.getDate()).padStart(2, '0')
}
function roundRect(ctx, x, y, w, h, r, fill, stroke) {
ctx.beginPath()
ctx.moveTo(x + r, y)
ctx.lineTo(x + w - r, y)
ctx.quadraticCurveTo(x + w, y, x + w, y + r)
ctx.lineTo(x + w, y + h - r)
ctx.quadraticCurveTo(x + w, y + h, x + w - r, y + h)
ctx.lineTo(x + r, y + h)
ctx.quadraticCurveTo(x, y + h, x, y + h - r)
ctx.lineTo(x, y + r)
ctx.quadraticCurveTo(x, y, x + r, y)
ctx.closePath()
if (fill) ctx.fill()
if (stroke) ctx.stroke()
}
export default function Timeline({ dateFrom, dateTo, offsetYr, offsetMo, type = 'baseline' }) {
const canvasRef = useRef(null)
const offsetMoTotal = (offsetYr || 0) * 12 + (offsetMo || 0)
const twoBands = type === 'baseline' && offsetMoTotal > 0
const canvasH = twoBands ? 90 : 52
useEffect(() => {
const canvas = canvasRef.current
if (!canvas) return
let raf
const draw = () => {
const dpr = window.devicePixelRatio || 1
const W = canvas.offsetWidth || 500
canvas.width = W * dpr
canvas.height = canvasH * dpr
const ctx = canvas.getContext('2d')
ctx.scale(dpr, dpr)
const PAD = { l: 8, r: 8 }
const trackH = 22
const drawW = W - PAD.l - PAD.r
const bandY = twoBands ? 20 : (canvasH - trackH) / 2
const projY = bandY + trackH + 10
const srcStart = parseDate(dateFrom)
const srcEnd = parseDate(dateTo)
if (!srcStart || !srcEnd || isNaN(srcStart) || isNaN(srcEnd)) return
const projStart = addMonths(srcStart, offsetMoTotal)
const projEnd = addMonths(srcEnd, offsetMoTotal)
const winStart = addMonths(srcStart, -1)
const winEnd = addMonths(twoBands ? projEnd : srcEnd, 1)
const winMs = winEnd - winStart
function xOf(date) {
return PAD.l + ((date - winStart) / winMs) * drawW
}
ctx.clearRect(0, 0, W, canvasH)
// axis
ctx.strokeStyle = '#e5e7eb'
ctx.lineWidth = 1
ctx.beginPath()
ctx.moveTo(PAD.l, bandY - 8)
ctx.lineTo(PAD.l + drawW, bandY - 8)
ctx.stroke()
// month ticks + year labels
const tickStart = new Date(winStart.getFullYear(), winStart.getMonth(), 1)
const tickBottom = twoBands ? projY + trackH : bandY + trackH
for (let d = new Date(tickStart); d <= winEnd; d = addMonths(d, 1)) {
const x = xOf(d)
if (x < PAD.l || x > PAD.l + drawW) continue
ctx.strokeStyle = '#f3f4f6'
ctx.lineWidth = 1
ctx.beginPath()
ctx.moveTo(x, bandY - 8)
ctx.lineTo(x, tickBottom)
ctx.stroke()
if (d.getMonth() === 0) {
ctx.fillStyle = '#6b7280'
ctx.font = 'bold 9px system-ui'
ctx.textAlign = 'center'
ctx.fillText(d.getFullYear(), x, bandY - 10)
}
}
// first band
const sx1 = xOf(srcStart), sx2 = xOf(srcEnd)
if (type === 'reference') {
ctx.fillStyle = '#f3e8ff'
ctx.strokeStyle = '#d8b4fe'
} else {
ctx.fillStyle = '#dbeafe'
ctx.strokeStyle = '#93c5fd'
}
ctx.lineWidth = 1
roundRect(ctx, sx1, bandY, Math.max(sx2 - sx1, 4), trackH, 4, true, true)
ctx.fillStyle = type === 'reference' ? '#7c3aed' : '#1d4ed8'
ctx.font = '10px system-ui'
ctx.textAlign = 'left'
const bandLabel = type === 'reference' ? 'Reference' : 'Source'
ctx.fillText(bandLabel + ' ' + dateFrom + ' → ' + dateTo, sx1 + 6, bandY + 14)
// projected band + arrow (baseline only, when offset > 0)
if (twoBands) {
const px1 = xOf(projStart), px2 = xOf(projEnd)
ctx.fillStyle = '#dcfce7'
ctx.strokeStyle = '#86efac'
roundRect(ctx, px1, projY, Math.max(px2 - px1, 4), trackH, 4, true, true)
ctx.fillStyle = '#15803d'
ctx.font = '10px system-ui'
ctx.textAlign = 'left'
ctx.fillText('Projected ' + fmtDate(projStart) + ' → ' + fmtDate(projEnd), px1 + 6, projY + 14)
const arrowY = bandY + trackH / 2
ctx.strokeStyle = '#94a3b8'
ctx.lineWidth = 1
ctx.setLineDash([3, 3])
ctx.beginPath()
ctx.moveTo(sx1, arrowY)
ctx.lineTo(px1 - 2, arrowY)
ctx.stroke()
ctx.setLineDash([])
ctx.fillStyle = '#94a3b8'
ctx.beginPath()
ctx.moveTo(px1 + 4, arrowY)
ctx.lineTo(px1 - 4, arrowY - 4)
ctx.lineTo(px1 - 4, arrowY + 4)
ctx.closePath()
ctx.fill()
const offsetLabel = '+' + (offsetYr ? offsetYr + 'yr ' : '') + (offsetMo ? offsetMo + 'mo' : '')
ctx.fillStyle = '#64748b'
ctx.font = '9px system-ui'
ctx.textAlign = 'center'
ctx.fillText(offsetLabel.trim(), (sx1 + px1) / 2, arrowY - 5)
}
}
raf = requestAnimationFrame(draw)
return () => cancelAnimationFrame(raf)
}, [dateFrom, dateTo, offsetYr, offsetMo, type, twoBands, canvasH])
return <canvas ref={canvasRef} height={canvasH} style={{ width: '100%', display: 'block' }} />
}

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@ -1,80 +0,0 @@
@import "tailwindcss";
:root, .light {
--bg-primary: #f3f4f6;
--bg-secondary: #ffffff;
--bg-tertiary: #f9fafb;
--text-primary: #1f2937;
--text-secondary: #374151;
--text-muted: #9ca3af;
--border-color: #e5e7eb;
--border-light: #f3f4f6;
--accent-bg: #eff6ff;
--accent-text: #1d4ed8;
}
.dark {
--bg-primary: #111827;
--bg-secondary: #1f2937;
--bg-tertiary: #374151;
--text-primary: #f9fafb;
--text-secondary: #e5e7eb;
--text-muted: #6b7280;
--border-color: #374151;
--border-light: #1f2937;
--accent-bg: #1e3a5f;
--accent-text: #60a5fa;
}
body { margin: 0; background-color: var(--bg-primary); color: var(--text-primary); }
#root { height: 100vh; display: flex; }
.dark .bg-white { background-color: var(--bg-secondary); }
.dark .bg-gray-50 { background-color: var(--bg-tertiary); }
.dark .bg-gray-100 { background-color: var(--bg-tertiary); }
.dark .bg-gray-200 { background-color: var(--bg-tertiary); }
.dark .bg-gray-300 { background-color: var(--bg-tertiary); }
.dark .text-gray-300 { color: var(--text-muted); }
.dark .text-gray-400 { color: var(--text-muted); }
.dark .text-gray-500 { color: var(--text-muted); }
.dark .text-gray-600 { color: var(--text-secondary); }
.dark .text-gray-700 { color: var(--text-secondary); }
.dark .text-gray-800 { color: var(--text-primary); }
.dark .text-gray-900 { color: var(--text-primary); }
.dark .bg-blue-50 { background-color: var(--accent-bg); }
.dark .bg-blue-100 { background-color: var(--accent-bg); }
.dark .text-blue-600 { color: var(--accent-text); }
.dark .text-blue-700 { color: var(--accent-text); }
.dark .border-blue-300 { border-color: var(--accent-text); }
.dark .hover\:bg-blue-50:hover { background-color: var(--accent-bg); }
.dark .bg-green-50 { background-color: #064e3b; }
.dark .text-green-600 { color: #34d399; }
.dark .text-green-700 { color: #34d399; }
.dark .text-green-400 { color: #34d399; }
.dark .bg-yellow-50 { background-color: #451a03; }
.dark .text-yellow-700 { color: #fbbf24; }
.dark .bg-purple-50 { background-color: #1e1b4b; }
.dark .text-purple-700 { color: #a78bfa; }
.dark .bg-red-50 { background-color: #450a0a; }
.dark .text-red-700 { color: #f87171; }
.dark .border-gray-100 { border-color: var(--border-light); }
.dark .border-gray-200 { border-color: var(--border-color); }
.dark .border-gray-300 { border-color: var(--border-color); }
.dark .border-b { border-color: var(--border-color); }
.dark .border-t { border-color: var(--border-color); }
.dark .border-r { border-color: var(--border-color); }
.dark .border-l { border-color: var(--border-color); }
.dark .hover\:bg-gray-50:hover { background-color: var(--bg-tertiary); }
.dark .hover\:bg-gray-100:hover { background-color: var(--bg-tertiary); }
.dark .hover\:bg-gray-200:hover { background-color: var(--bg-tertiary); }
.dark .hover\:text-gray-500:hover { color: var(--text-secondary); }
.dark .hover\:text-gray-600:hover { color: var(--text-secondary); }
.dark .hover\:text-gray-800:hover { color: var(--text-primary); }
.dark .hover\:border-gray-300:hover { border-color: var(--border-color); }
.dark .hover\:border-gray-400:hover { border-color: var(--border-color); }
.dark .focus\:border-gray-300:focus { border-color: var(--border-color); }
.dark ::selection { background-color: var(--accent-bg); color: var(--accent-text); }
.dark input { background-color: var(--bg-secondary); color: var(--text-primary); }
.dark select { background-color: var(--bg-secondary); color: var(--text-primary); }
.dark textarea { background-color: var(--bg-secondary); color: var(--text-primary); }
.dark .bg-transparent { background-color: transparent; }

View File

@ -1,13 +0,0 @@
import { StrictMode } from 'react'
import { createRoot } from 'react-dom/client'
import { ThemeProvider } from './theme.jsx'
import './index.css'
import App from './App.jsx'
createRoot(document.getElementById('root')).render(
<StrictMode>
<ThemeProvider>
<App />
</ThemeProvider>
</StrictMode>,
)

View File

@ -1,25 +0,0 @@
import { createContext, useContext, useState, useEffect } from 'react'
const ThemeContext = createContext()
export function ThemeProvider({ children }) {
const [dark, setDark] = useState(() => {
const saved = localStorage.getItem('pf_dark')
if (saved !== null) return saved === 'true'
return window.matchMedia('(prefers-color-scheme: dark)').matches
})
useEffect(() => {
localStorage.setItem('pf_dark', dark)
document.documentElement.classList.toggle('dark', dark)
}, [dark])
return (
<ThemeContext.Provider value={{ dark, setDark }}>
{children}
</ThemeContext.Provider>
)
}
const useTheme = () => useContext(ThemeContext)
export default useTheme

View File

@ -1,520 +0,0 @@
import { useState, useEffect } from 'react'
import Timeline from '../components/Timeline.jsx'
const OPERATORS = ['BETWEEN', '=', '!=', 'IN', 'NOT IN', 'IS NULL', 'IS NOT NULL']
function buildFilterClause(filters) {
if (!filters.length) return null
const parts = filters.map(f => {
const col = `"${f.col}"`
const op = f.op
if (op === 'IS NULL') return `${col} IS NULL`
if (op === 'IS NOT NULL') return `${col} IS NOT NULL`
if (op === 'BETWEEN') {
const [a, b] = f.values
return `${col} BETWEEN '${a}' AND '${b}'`
}
if (op === 'IN' || op === 'NOT IN') {
const vals = f.values.join("','")
return `${col} ${op} ('${vals}')`
}
return `${col} ${op} '${f.values[0]}'`
})
return parts.join(' AND ')
}
function getDateRange(filters) {
for (const f of filters) {
if (f.op === 'BETWEEN' && f.values[0] && f.values[1]) {
return { from: f.values[0], to: f.values[1] }
}
if (f.op === '=' && f.values[0]) {
return { from: f.values[0], to: f.values[0] }
}
}
return null
}
function parseDateRangeFromClause(clause) {
if (!clause) return null
const m = clause.match(/BETWEEN '(\d{4}-\d{2}-\d{2})' AND '(\d{4}-\d{2}-\d{2})'/)
if (m) return { from: m[1], to: m[2] }
const m2 = clause.match(/>= ?'(\d{4}-\d{2}-\d{2})'.+<= ?'(\d{4}-\d{2}-\d{2})'/)
if (m2) return { from: m2[1], to: m2[2] }
return null
}
function parseOffset(offsetStr) {
if (!offsetStr || offsetStr === '0 days') return { yr: 0, mo: 0 }
const yr = parseInt(offsetStr.match(/(\d+)\s+year/)?.[1] || 0)
const mo = parseInt(offsetStr.match(/(\d+)\s+month/)?.[1] || 0)
return { yr, mo }
}
function emptyFilter(cols) {
return { col: cols[0]?.cname || '', op: 'BETWEEN', values: ['', ''] }
}
export default function Baseline() {
const [sources, setSources] = useState([])
const [sourceId, setSourceId] = useState('')
const [versions, setVersions] = useState([])
const [versionId, setVersionId] = useState('')
const [filterCols, setFilterCols] = useState([])
const [log, setLog] = useState([])
// new version form
const [showNewVersion, setShowNewVersion] = useState(false)
const [newVerName, setNewVerName] = useState('')
const [newVerDesc, setNewVerDesc] = useState('')
const [creatingVer, setCreatingVer] = useState(false)
// add segment form
const [segType, setSegType] = useState('baseline')
const [description, setDescription] = useState('')
const [filters, setFilters] = useState([])
const [offsetYr, setOffsetYr] = useState(0)
const [offsetMo, setOffsetMo] = useState(0)
const [segNote, setSegNote] = useState('')
const [submitting, setSubmitting] = useState(false)
const [expandedId, setExpandedId] = useState(null)
const [msg, setMsg] = useState(null)
useEffect(() => {
fetch('/api/sources').then(r => r.json()).then(data => {
setSources(data)
if (data.length > 0) setSourceId(String(data[0].id))
})
}, [])
useEffect(() => {
if (!sourceId) return
fetch(`/api/sources/${sourceId}/versions`).then(r => r.json()).then(data => {
setVersions(data)
if (data.length > 0) setVersionId(String(data[0].id))
else setVersionId('')
})
fetch(`/api/sources/${sourceId}/cols`).then(r => r.json()).then(cols => {
const fc = cols.filter(c => c.role === 'date' || c.role === 'filter')
setFilterCols(fc)
setFilters(fc.length > 0 ? [emptyFilter(fc)] : [])
})
}, [sourceId])
useEffect(() => {
if (!versionId) { setLog([]); return }
loadLog()
}, [versionId])
function loadLog() {
fetch(`/api/versions/${versionId}/log`).then(r => r.json()).then(data => {
setLog(data.filter(e => e.operation === 'baseline' || e.operation === 'reference'))
})
}
async function createVersion() {
if (!newVerName.trim()) return
setCreatingVer(true)
try {
const res = await fetch(`/api/sources/${sourceId}/versions`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ name: newVerName.trim(), description: newVerDesc, created_by: 'admin' })
})
const data = await res.json()
if (!res.ok) { flash(data.error, 'error'); return }
const updated = await fetch(`/api/sources/${sourceId}/versions`).then(r => r.json())
setVersions(updated)
setVersionId(String(data.id))
setShowNewVersion(false)
setNewVerName('')
setNewVerDesc('')
flash(`Version "${data.name}" created`)
} catch (err) {
flash(err.message, 'error')
} finally {
setCreatingVer(false)
}
}
function addFilter() {
setFilters(f => [...f, emptyFilter(filterCols)])
}
function removeFilter(i) {
setFilters(f => f.filter((_, idx) => idx !== i))
}
function updateFilter(i, field, value) {
setFilters(f => f.map((row, idx) => {
if (idx !== i) return row
if (field === 'op') {
const needsTwo = value === 'BETWEEN'
const needsOne = ['=', '!='].includes(value)
const needsMany = ['IN', 'NOT IN'].includes(value)
const needsNone = ['IS NULL', 'IS NOT NULL'].includes(value)
return { ...row, op: value, values: needsNone ? [] : needsTwo ? ['', ''] : needsMany ? [''] : [''] }
}
return { ...row, [field]: value }
}))
}
function updateFilterValue(i, vi, value) {
setFilters(f => f.map((row, idx) => {
if (idx !== i) return row
const vals = [...row.values]
vals[vi] = value
return { ...row, values: vals }
}))
}
async function loadSegment() {
const clause = buildFilterClause(filters)
if (!clause) { flash('Add at least one filter', 'error'); return }
const isRef = segType === 'reference'
const offsetStr = isRef ? '0 days' : ([offsetYr > 0 ? `${offsetYr} year` : '', offsetMo > 0 ? `${offsetMo} month` : ''].filter(Boolean).join(' ') || '0 days')
const endpoint = isRef ? 'reference' : 'baseline'
const body = isRef
? { where_clause: clause, pf_user: 'admin', note: description || segNote }
: { where_clause: clause, date_offset: offsetStr, pf_user: 'admin', note: description || segNote }
setSubmitting(true)
try {
const res = await fetch(`/api/versions/${versionId}/${endpoint}`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body)
})
const data = await res.json()
if (!res.ok) { flash(data.error, 'error'); return }
flash(`Loaded ${data.rows_affected ?? data.row_count ?? ''} rows`)
loadLog()
setDescription(''); setSegNote(''); setOffsetYr(0); setOffsetMo(0)
setFilters(filterCols.length > 0 ? [emptyFilter(filterCols)] : [])
} catch (err) {
flash(err.message, 'error')
} finally {
setSubmitting(false)
}
}
async function undoSegment(logid) {
await fetch(`/api/log/${logid}`, { method: 'DELETE' })
loadLog()
flash('Segment undone')
}
async function clearBaseline() {
if (!confirm('Delete all baseline rows for this version?')) return
const res = await fetch(`/api/versions/${versionId}/baseline`, { method: 'DELETE' })
const data = await res.json()
if (!res.ok) { flash(data.error, 'error'); return }
loadLog()
flash(`Cleared ${data.rows_deleted} rows`)
}
async function closeVersion() {
const res = await fetch(`/api/versions/${versionId}/close`, {
method: 'POST', headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ pf_user: 'admin' })
})
const data = await res.json()
if (!res.ok) { flash(data.error, 'error'); return }
const updated = await fetch(`/api/sources/${sourceId}/versions`).then(r => r.json())
setVersions(updated)
flash('Version closed')
}
async function reopenVersion() {
const res = await fetch(`/api/versions/${versionId}/reopen`, { method: 'POST' })
const data = await res.json()
if (!res.ok) { flash(data.error, 'error'); return }
const updated = await fetch(`/api/sources/${sourceId}/versions`).then(r => r.json())
setVersions(updated)
flash('Version reopened')
}
async function deleteVersion() {
if (!confirm(`Delete version "${selectedVersion?.name}"? This drops the forecast table and cannot be undone.`)) return
const res = await fetch(`/api/versions/${versionId}`, { method: 'DELETE' })
const data = await res.json()
if (!res.ok) { flash(data.error, 'error'); return }
const updated = await fetch(`/api/sources/${sourceId}/versions`).then(r => r.json())
setVersions(updated)
setVersionId(updated.length > 0 ? String(updated[0].id) : '')
flash('Version deleted')
}
function flash(text, type = 'ok') {
setMsg({ text, type })
setTimeout(() => setMsg(null), 3000)
}
const dateRange = getDateRange(filters)
const selectedVersion = versions.find(v => String(v.id) === versionId)
return (
<div className="h-full overflow-y-auto bg-gray-50">
<div className="p-4 flex flex-col gap-4 max-w-4xl">
{/* Flash */}
{msg && (
<div className={`px-3 py-2 text-xs rounded font-medium ${msg.type === 'error' ? 'bg-red-50 text-red-700' : 'bg-green-50 text-green-700'}`}>
{msg.text}
</div>
)}
{/* Source + Version bar */}
<div className="flex items-center gap-3 flex-wrap">
<div className="flex items-center gap-2">
<span className="text-xs text-gray-500">Source</span>
<select value={sourceId} onChange={e => setSourceId(e.target.value)} className="border border-gray-200 rounded px-2 py-1 text-sm bg-white">
{sources.map(s => <option key={s.id} value={s.id}>{s.tname}</option>)}
</select>
</div>
<div className="flex items-center gap-2">
<span className="text-xs text-gray-500">Version</span>
<select value={versionId} onChange={e => setVersionId(e.target.value)} className="border border-gray-200 rounded px-2 py-1 text-sm bg-white" disabled={versions.length === 0}>
{versions.length === 0
? <option value=""> no versions </option>
: versions.map(v => <option key={v.id} value={v.id}>{v.name}</option>)
}
</select>
{versionId && (
<span className={`text-xs font-medium ${selectedVersion?.status === 'open' ? 'text-green-600' : 'text-gray-400'}`}>
{selectedVersion?.status}
</span>
)}
</div>
<button onClick={() => setShowNewVersion(v => !v)} className="text-xs text-blue-600 hover:text-blue-700 border border-blue-200 px-2 py-1 rounded">
+ New version
</button>
{versionId && (
<div className="flex items-center gap-2 ml-2">
{selectedVersion?.status === 'open'
? <button onClick={closeVersion} className="text-xs text-gray-500 hover:text-gray-700 border border-gray-200 px-2 py-1 rounded">Close</button>
: <button onClick={reopenVersion} className="text-xs text-gray-500 hover:text-gray-700 border border-gray-200 px-2 py-1 rounded">Reopen</button>
}
<button onClick={deleteVersion} className="text-xs text-red-400 hover:text-red-600 border border-red-200 px-2 py-1 rounded">Delete</button>
</div>
)}
</div>
{/* New version inline form */}
{showNewVersion && (
<div className="bg-white border border-gray-200 rounded p-3 flex flex-col gap-3">
<div className="flex items-end gap-3">
<div className="flex flex-col gap-1">
<label className="text-xs text-gray-500">Name</label>
<input value={newVerName} onChange={e => setNewVerName(e.target.value)} placeholder="e.g. FY2026 Plan" className="border border-gray-200 rounded px-2 py-1 text-sm w-48" />
</div>
<div className="flex flex-col gap-1 flex-1">
<label className="text-xs text-gray-500">Description</label>
<input value={newVerDesc} onChange={e => setNewVerDesc(e.target.value)} placeholder="optional" className="border border-gray-200 rounded px-2 py-1 text-sm" />
</div>
<button onClick={createVersion} disabled={creatingVer || !newVerName.trim()} className="bg-blue-600 text-white text-xs px-3 py-1.5 rounded hover:bg-blue-700 disabled:opacity-50 shrink-0">
{creatingVer ? 'Creating table…' : 'Create'}
</button>
<button onClick={() => setShowNewVersion(false)} className="text-gray-400 hover:text-gray-600 text-xs shrink-0">Cancel</button>
</div>
<div className="text-xs text-gray-400 border-t border-gray-100 pt-2">
Creates a forecast table <span className="font-mono text-gray-500">pf.fc_{sources.find(s=>String(s.id)===sourceId)?.tname}_&lt;id&gt;</span> in the database from the current col meta. If col meta changes after creation the table and SQL will be out of sync delete and recreate the version to realign.
</div>
</div>
)}
{versionId && <>
{/* Segments loaded */}
<div className="bg-white border border-gray-200 rounded">
<div className="px-3 py-2 border-b border-gray-100 text-xs font-medium text-gray-500 uppercase tracking-wide flex items-center justify-between">
<span>Segments loaded</span>
<button onClick={clearBaseline} className="text-red-400 hover:text-red-600 text-xs normal-case font-normal">Clear all baseline</button>
</div>
<table className="w-full text-xs">
<thead className="bg-gray-50">
<tr className="text-left text-gray-400 border-b border-gray-100">
<th className="px-3 py-1.5 font-medium w-6"></th>
<th className="px-3 py-1.5 font-medium">#</th>
<th className="px-3 py-1.5 font-medium">note</th>
<th className="px-3 py-1.5 font-medium">by</th>
<th className="px-3 py-1.5 font-medium">when</th>
<th className="px-3 py-1.5 font-medium"></th>
</tr>
</thead>
<tbody>
{log.length === 0 && (
<tr><td colSpan={6} className="px-3 py-3 text-gray-300 italic">No segments loaded yet</td></tr>
)}
{log.map((entry, i) => {
const isOpen = expandedId === entry.id
const params = entry.params || {}
const dr = parseDateRangeFromClause(params.where_clause)
const off = parseOffset(params.date_offset)
return (
<>
<tr
key={entry.id}
onClick={() => setExpandedId(isOpen ? null : entry.id)}
className={`border-t border-gray-50 cursor-pointer hover:bg-gray-50 ${isOpen ? 'bg-blue-50' : ''}`}
>
<td className="px-3 py-2 text-gray-400 w-6">
<span className="text-gray-300 text-xs">{isOpen ? '▾' : '▸'}</span>
</td>
<td className="px-3 py-2 text-gray-400">{log.length - i}</td>
<td className="px-3 py-2">
<span className={`inline-block mr-2 px-1.5 py-0.5 rounded text-xs font-medium ${entry.operation === 'reference' ? 'bg-purple-50 text-purple-600' : 'bg-blue-50 text-blue-600'}`}>
{entry.operation}
</span>
{entry.note || <span className="text-gray-300"></span>}
</td>
<td className="px-3 py-2 text-gray-500">{entry.pf_user}</td>
<td className="px-3 py-2 text-gray-400">{new Date(entry.stamp).toLocaleDateString()}</td>
<td className="px-3 py-2 text-right">
<button onClick={e => { e.stopPropagation(); undoSegment(entry.id) }} className="text-gray-400 hover:text-red-500 text-xs">Undo</button>
</td>
</tr>
{isOpen && (
<tr key={`${entry.id}-detail`} className="bg-blue-50 border-t border-blue-100">
<td colSpan={6} className="px-4 py-3">
<div className="flex flex-col gap-2">
<div className="flex items-start gap-2">
<span className="text-xs text-gray-400 w-24 shrink-0 pt-0.5">WHERE</span>
<code className="text-xs font-mono text-gray-700 bg-white border border-gray-200 rounded px-2 py-1 break-all">{params.where_clause || '—'}</code>
</div>
<div className="flex items-center gap-2">
<span className="text-xs text-gray-400 w-24 shrink-0">offset</span>
<span className="text-xs font-mono text-gray-600">{params.date_offset || '0 days'}</span>
</div>
{dr && (
<div className="mt-1">
<Timeline dateFrom={dr.from} dateTo={dr.to} offsetYr={off.yr} offsetMo={off.mo} type={entry.operation === 'reference' ? 'reference' : 'baseline'} />
</div>
)}
</div>
</td>
</tr>
)}
</>
)
})}
</tbody>
</table>
</div>
{/* Add Segment */}
<div className="bg-white border border-gray-200 rounded">
<div className="px-3 py-2 border-b border-gray-100 text-xs font-medium text-gray-500 uppercase tracking-wide">
Add Segment
</div>
<div className="p-4 flex flex-col gap-4">
{/* Type toggle */}
<div className="flex items-center gap-3">
<label className="text-xs text-gray-500 w-28 shrink-0">Type</label>
<div className="flex rounded border border-gray-200 overflow-hidden text-xs">
{['baseline', 'reference'].map(t => (
<button
key={t}
onClick={() => { setSegType(t); if (t === 'reference') { setOffsetYr(0); setOffsetMo(0) } }}
className={`px-3 py-1 capitalize ${segType === t ? 'bg-blue-600 text-white' : 'bg-white text-gray-500 hover:bg-gray-50'}`}
>{t}</button>
))}
</div>
{segType === 'reference' && (
<span className="text-xs text-gray-400">dates land verbatim no offset applied</span>
)}
</div>
{/* Description */}
<div className="flex items-center gap-3">
<label className="text-xs text-gray-500 w-28 shrink-0">Description</label>
<input value={description} onChange={e => setDescription(e.target.value)} placeholder="e.g. FY25 actuals +1yr" className="border border-gray-200 rounded px-2 py-1.5 text-sm flex-1 max-w-sm" />
</div>
{/* Filters */}
<div>
<div className="flex items-center justify-between mb-2">
<label className="text-xs text-gray-500 w-28 shrink-0">Filters</label>
<button onClick={addFilter} className="text-blue-600 hover:text-blue-700 text-xs font-medium">+ Add filter</button>
</div>
<div className="flex flex-col gap-1.5 ml-28">
{filters.map((f, i) => {
const isDateCol = filterCols.find(c => c.cname === f.col)?.role === 'date'
return (
<div key={i} className="flex items-center gap-2 flex-wrap">
<select value={f.col} onChange={e => updateFilter(i, 'col', e.target.value)} className="border border-gray-200 rounded px-2 py-1 text-xs bg-white">
{filterCols.map(c => <option key={c.cname} value={c.cname}>{c.cname}</option>)}
</select>
<select value={f.op} onChange={e => updateFilter(i, 'op', e.target.value)} className="border border-gray-200 rounded px-2 py-1 text-xs bg-white">
{OPERATORS.map(op => <option key={op} value={op}>{op}</option>)}
</select>
{f.op === 'BETWEEN' && <>
<input type={isDateCol ? 'date' : 'text'} value={f.values[0]} onChange={e => updateFilterValue(i, 0, e.target.value)} placeholder="from" className="border border-gray-200 rounded px-2 py-1 text-xs w-36 font-mono bg-white" />
<span className="text-gray-400 text-xs">and</span>
<input type={isDateCol ? 'date' : 'text'} value={f.values[1]} onChange={e => updateFilterValue(i, 1, e.target.value)} placeholder="to" className="border border-gray-200 rounded px-2 py-1 text-xs w-36 font-mono bg-white" />
</>}
{(f.op === '=' || f.op === '!=') && (
<input type={isDateCol ? 'date' : 'text'} value={f.values[0]} onChange={e => updateFilterValue(i, 0, e.target.value)} placeholder="value" className="border border-gray-200 rounded px-2 py-1 text-xs w-36 font-mono bg-white" />
)}
{(f.op === 'IN' || f.op === 'NOT IN') && (
<input value={f.values[0]} onChange={e => updateFilterValue(i, 0, e.target.value)} placeholder="val1, val2, …" className="border border-gray-200 rounded px-2 py-1 text-xs w-48 font-mono bg-white" />
)}
<button onClick={() => removeFilter(i)} className="text-gray-300 hover:text-red-400 text-xs"></button>
</div>
)
})}
{filters.length === 0 && (
<span className="text-xs text-gray-300 italic">No filters at least one is required</span>
)}
</div>
</div>
{/* Date offset — baseline only */}
{segType === 'baseline' && (
<div className="flex items-center gap-3">
<label className="text-xs text-gray-500 w-28 shrink-0">Date offset</label>
<div className="flex items-center gap-2">
<input type="number" value={offsetYr} min={0} onChange={e => setOffsetYr(parseInt(e.target.value) || 0)} className="border border-gray-200 rounded px-2 py-1 text-sm w-16 text-center bg-white" />
<span className="text-xs text-gray-500">yr</span>
<input type="number" value={offsetMo} min={0} max={11} onChange={e => setOffsetMo(parseInt(e.target.value) || 0)} className="border border-gray-200 rounded px-2 py-1 text-sm w-16 text-center bg-white" />
<span className="text-xs text-gray-500">mo</span>
</div>
</div>
)}
{/* Timeline */}
{dateRange && (
<div className="ml-28">
<div className="bg-gray-50 border border-gray-200 rounded p-3">
<Timeline
dateFrom={dateRange.from}
dateTo={dateRange.to}
offsetYr={segType === 'baseline' ? offsetYr : 0}
offsetMo={segType === 'baseline' ? offsetMo : 0}
type={segType}
/>
</div>
</div>
)}
{/* Note + submit */}
<div className="flex items-end gap-3">
<div className="flex flex-col gap-1 flex-1 max-w-xs">
<label className="text-xs text-gray-500">Note</label>
<input value={segNote} onChange={e => setSegNote(e.target.value)} placeholder="optional" className="border border-gray-200 rounded px-2 py-1.5 text-sm" />
</div>
<button onClick={loadSegment} disabled={submitting || filters.length === 0} className="bg-blue-600 text-white text-xs px-5 py-2 rounded hover:bg-blue-700 disabled:opacity-50 shrink-0">
{submitting ? 'Loading…' : `Load ${segType === 'reference' ? 'Reference' : 'Segment'}`}
</button>
</div>
</div>
</div>
</>}
</div>
</div>
)
}

View File

@ -1,742 +0,0 @@
import { useState, useEffect, useRef } from 'react'
const LAYOUT_KEY = (vid) => `pf_layout_v${vid}` // last-used layout (auto restore)
const LAYOUTS_KEY = (vid) => `pf_layouts_v${vid}` // named layout list
let perspectivePromise = null
function loadPerspective() {
if (perspectivePromise) return perspectivePromise
perspectivePromise = Promise.all([
import(/* @vite-ignore */ 'https://cdn.jsdelivr.net/npm/@perspective-dev/client@4.4.0/dist/cdn/perspective.js'),
import(/* @vite-ignore */ 'https://cdn.jsdelivr.net/npm/@perspective-dev/viewer@4.4.0/dist/cdn/perspective-viewer.js'),
import(/* @vite-ignore */ 'https://cdn.jsdelivr.net/npm/@perspective-dev/viewer-datagrid@4.4.0/dist/cdn/perspective-viewer-datagrid.js'),
import(/* @vite-ignore */ 'https://cdn.jsdelivr.net/npm/@perspective-dev/viewer-d3fc@4.4.0/dist/cdn/perspective-viewer-d3fc.js'),
]).then(([{ default: perspective }]) => perspective)
return perspectivePromise
}
function cleanLayout(cfg, validCols) {
if (!cfg) return cfg
const c = { ...cfg }
const exprNames = new Set(Object.keys(cfg.expressions || {}))
const ok = (col) => validCols.has(col) || exprNames.has(col)
if (c.columns) c.columns = c.columns.filter(col => col == null || ok(col))
if (c.group_by) c.group_by = c.group_by.filter(ok)
if (c.split_by) c.split_by = c.split_by.filter(ok)
if (c.sort) c.sort = c.sort.filter(([col]) => ok(col))
if (c.filter) c.filter = c.filter.filter(([col]) => ok(col))
return c
}
export default function Forecast() {
const [sources, setSources] = useState([])
const [sourceId, setSourceId] = useState('')
const [versions, setVersions] = useState([])
const [versionId, setVersionId] = useState('')
const [loading, setLoading] = useState(false)
const [largeDataset, setLargeDataset] = useState(false)
const [msg, setMsg] = useState(null)
// layouts
const [layouts, setLayouts] = useState([])
const [activeLayoutId, setActiveLayoutId] = useState(null)
const [showSaveAs, setShowSaveAs] = useState(false)
const [saveAsName, setSaveAsName] = useState('')
// operation panel
const [slice, setSlice] = useState({})
const [activeOp, setActiveOp] = useState('scale')
const [currentTotals, setCurrentTotals] = useState(null) // { value, units }
const [scaleMode, setScaleMode] = useState('target') // 'target' | 'delta'
const [scaleValue, setScaleValue] = useState('')
const [scaleUnits, setScaleUnits] = useState('')
const [scalePct, setScalePct] = useState(false)
const [scaleNote, setScaleNote] = useState('')
const [recodeSet, setRecodeSet] = useState({})
const [recodeNote, setRecodeNote] = useState('')
const [cloneSet, setCloneSet] = useState({})
const [cloneScale, setCloneScale] = useState('1')
const [cloneNote, setCloneNote] = useState('')
const [panelWidth, setPanelWidth] = useState(224)
// history modal
const [showLog, setShowLog] = useState(false)
const [logEntries, setLogEntries] = useState([])
const [logLoading, setLogLoading] = useState(false)
const [editingNote, setEditingNote] = useState(null) // { id, text }
const [undoingId, setUndoingId] = useState(null)
const viewerRef = useRef(null)
const workerRef = useRef(null)
const tableRef = useRef(null)
const colMetaRef = useRef([])
const expandDepthRef = useRef(null)
function onDragStart(e) {
e.preventDefault()
const startX = e.clientX
const startW = panelWidth
const onMove = (ev) => setPanelWidth(Math.max(160, Math.min(480, startW - (ev.clientX - startX))))
const onUp = () => { window.removeEventListener('mousemove', onMove); window.removeEventListener('mouseup', onUp) }
window.addEventListener('mousemove', onMove)
window.addEventListener('mouseup', onUp)
}
useEffect(() => {
fetch('/api/sources').then(r => r.json()).then(data => {
setSources(data)
if (data.length > 0) setSourceId(String(data[0].id))
})
}, [])
useEffect(() => {
if (!sourceId) return
fetch(`/api/sources/${sourceId}/versions`).then(r => r.json()).then(data => {
setVersions(data)
setVersionId(data.length > 0 ? String(data[0].id) : '')
})
}, [sourceId])
useEffect(() => {
if (!versionId || !sourceId) return
loadLayouts(versionId)
initViewer(versionId, sourceId)
}, [versionId, sourceId])
useEffect(() => {
const blank = Object.fromEntries(Object.keys(slice).map(k => [k, '']))
setRecodeSet(blank)
setCloneSet(blank)
setScaleValue('')
setScaleUnits('')
if (Object.keys(slice).length > 0) fetchCurrentTotals(slice)
else setCurrentTotals(null)
}, [slice])
async function fetchCurrentTotals(sliceObj) {
if (!tableRef.current) return
const valueCol = colMetaRef.current.find(c => c.role === 'value')?.cname
const unitsCol = colMetaRef.current.find(c => c.role === 'units')?.cname
if (!valueCol && !unitsCol) return
try {
const dimNames = new Set(colMetaRef.current.filter(c => c.role === 'dimension').map(c => c.cname))
const filters = [
...Object.entries(sliceObj)
.filter(([col]) => dimNames.has(col))
.map(([col, val]) => [col, '==', val]),
['pf_iter', '!=', 'reference'],
]
const view = await tableRef.current.view({ filter: filters })
const rows = await view.to_json()
await view.delete()
const sum = (col) => col ? rows.reduce((s, r) => s + (parseFloat(r[col]) || 0), 0) : null
setCurrentTotals({ value: sum(valueCol), units: sum(unitsCol), valueCol, unitsCol })
} catch {
setCurrentTotals(null)
}
}
function loadLayouts(vid) {
const stored = localStorage.getItem(LAYOUTS_KEY(vid))
setLayouts(stored ? JSON.parse(stored) : [])
setActiveLayoutId(null)
}
async function initViewer(vid, sid) {
const viewer = viewerRef.current
if (!viewer) return
setLoading(true)
setLargeDataset(false)
setSlice({})
expandDepthRef.current = null
try {
const [perspective, dataResult, meta] = await Promise.all([
loadPerspective(),
fetch(`/api/versions/${vid}/data`).then(async r => {
if (!r.ok) { const { error } = await r.json(); throw new Error(error || 'Failed to load data') }
const rowCount = parseInt(r.headers.get('X-Row-Count') || '0')
const buffer = await r.arrayBuffer()
return { buffer, rowCount }
}),
fetch(`/api/sources/${sid}/cols`).then(r => r.json()),
])
const { buffer, rowCount } = dataResult
colMetaRef.current = meta
const validCols = new Set([
...meta.filter(c => ['dimension','value','units','date'].includes(c.role)).map(c => c.cname),
'pf_id', 'pf_iter', 'pf_logid', 'pf_user', 'created_at',
])
const tableName = `fc_${vid}`
if (rowCount >= 500000) setLargeDataset(true)
if (workerRef.current) { try { workerRef.current.terminate() } catch {} }
const worker = await perspective.worker()
workerRef.current = worker
tableRef.current = rowCount > 0
? await worker.table(buffer, { name: tableName })
: await worker.table([], { name: tableName })
await viewer.load(worker)
// restore last-used layout or build default
const saved = localStorage.getItem(LAYOUT_KEY(vid))
if (saved) {
const cfg = cleanLayout(JSON.parse(saved), validCols)
await viewer.restore(cfg)
const plugin = await viewer.getPlugin()
await plugin.restore({ edit_mode: 'SELECT_REGION', ...(cfg.plugin_config || {}) })
if (cfg.expand_depth != null) await applyDepth(cfg.expand_depth)
} else {
const dims = meta.filter(c => c.role === 'dimension').map(c => c.cname)
const dateCol = meta.find(c => c.role === 'date')?.cname
const cfg = { table: tableName, settings: false, plugin_config: { edit_mode: 'SELECT_REGION' } }
if (dims.length) cfg.group_by = dims.slice(0, 2)
if (dateCol) cfg.split_by = [dateCol]
await viewer.restore(cfg)
const plugin = await viewer.getPlugin()
await plugin.restore({ edit_mode: 'SELECT_REGION' })
}
// click slice via event filters (Perspective encodes row position as [col,'==',val] triples)
if (viewer._pspClick) viewer.removeEventListener('perspective-click', viewer._pspClick)
viewer._pspClick = async (e) => {
const detail = e.detail || {}
if (!detail.row) return
const config = await viewer.save()
if (!(config.group_by || []).length) return
const eventFilters = (detail.config || {}).filter || []
const s = {}
eventFilters.forEach(([col, op, val]) => {
if (op === '==' && val != null) s[col] = String(val)
})
if (Object.keys(s).length > 0) setSlice(s)
}
viewer.addEventListener('perspective-click', viewer._pspClick)
setLargeDataset(false)
} catch (err) {
flash(err.message, 'error')
} finally {
setLoading(false)
}
}
async function applyDepth(d) {
const viewer = viewerRef.current
if (!viewer) return
const view = await viewer.getView()
await view.set_depth(d)
const plugin = await viewer.getPlugin()
await plugin.draw(view)
expandDepthRef.current = d
}
async function captureConfig() {
const viewer = viewerRef.current
if (!viewer) return null
const plugin = await viewer.getPlugin()
const [cfg, pluginCfg] = await Promise.all([viewer.save(), plugin.save()])
return { ...cfg, plugin_config: pluginCfg, expand_depth: expandDepthRef.current }
}
async function persistLayout(vid, cfg) {
localStorage.setItem(LAYOUT_KEY(vid), JSON.stringify(cfg))
}
async function handleSaveAs() {
const name = saveAsName.trim()
if (!name) return
const cfg = await captureConfig()
if (!cfg) return
const id = Date.now()
const updated = [...layouts, { id, name, config: cfg }]
localStorage.setItem(LAYOUTS_KEY(versionId), JSON.stringify(updated))
await persistLayout(versionId, cfg)
setLayouts(updated)
setActiveLayoutId(id)
setShowSaveAs(false)
setSaveAsName('')
flash('Saved')
}
async function handleSaveOver() {
const layout = layouts.find(l => l.id === activeLayoutId)
if (!layout) return
const cfg = await captureConfig()
if (!cfg) return
const updated = layouts.map(l => l.id === activeLayoutId ? { ...l, config: cfg } : l)
localStorage.setItem(LAYOUTS_KEY(versionId), JSON.stringify(updated))
await persistLayout(versionId, cfg)
setLayouts(updated)
flash('Saved')
}
async function applyLayout(layout) {
const viewer = viewerRef.current
if (!viewer) return
const validCols = new Set(tableRef.current ? Object.keys(await (await tableRef.current.view()).schema()) : [])
const cfg = cleanLayout(layout.config, validCols)
await viewer.restore(cfg)
if (cfg.plugin_config) {
const plugin = await viewer.getPlugin()
await plugin.restore(cfg.plugin_config)
}
if (cfg.expand_depth != null) await applyDepth(cfg.expand_depth)
setActiveLayoutId(layout.id)
await persistLayout(versionId, cfg)
}
function deleteLayout(id, e) {
e.stopPropagation()
const updated = layouts.filter(l => l.id !== id)
localStorage.setItem(LAYOUTS_KEY(versionId), JSON.stringify(updated))
setLayouts(updated)
if (activeLayoutId === id) setActiveLayoutId(null)
}
function resetLayout() {
localStorage.removeItem(LAYOUT_KEY(versionId))
setActiveLayoutId(null)
const viewer = viewerRef.current
if (viewer) viewer.restore({ settings: true })
}
async function submitOp(op) {
if (!Object.keys(slice).length) { flash('Select a slice first', 'error'); return }
let body = { pf_user: 'admin', slice }
if (op === 'scale') {
let vi = null, ui = null
if (scaleMode === 'target') {
if (scaleValue !== '' && currentTotals?.value != null)
vi = parseFloat(scaleValue) - currentTotals.value
if (scaleUnits !== '' && currentTotals?.units != null)
ui = parseFloat(scaleUnits) - currentTotals.units
} else {
if (scaleValue !== '') vi = scalePct ? parseFloat(scaleValue) : parseFloat(scaleValue)
if (scaleUnits !== '') ui = scalePct ? parseFloat(scaleUnits) : parseFloat(scaleUnits)
}
if (vi == null && ui == null) { flash('Enter a target or increment', 'error'); return }
body = { ...body, note: scaleNote, value_incr: vi, units_incr: ui, pct: scaleMode === 'delta' && scalePct }
} else if (op === 'recode') {
const set = Object.fromEntries(Object.entries(recodeSet).filter(([, v]) => v.trim()))
if (!Object.keys(set).length) { flash('Enter at least one new dimension value', 'error'); return }
body = { ...body, note: recodeNote, set }
} else if (op === 'clone') {
const set = Object.fromEntries(Object.entries(cloneSet).filter(([, v]) => v.trim()))
if (!Object.keys(set).length) { flash('Enter at least one override value', 'error'); return }
body = { ...body, note: cloneNote, set, scale: parseFloat(cloneScale) || 1 }
}
try {
const res = await fetch(`/api/versions/${versionId}/${op}`, {
method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify(body)
})
const data = await res.json()
if (!res.ok) { flash(data.error, 'error'); return }
if (data.rows?.length && tableRef.current) await tableRef.current.update(data.rows)
flash(`${op}: ${data.rows_affected ?? data.rows?.length ?? ''} rows`)
if (op === 'scale') { setScaleValue(''); setScaleUnits(''); setScaleNote(''); fetchCurrentTotals(slice) }
if (op === 'recode') { setRecodeNote('') }
if (op === 'clone') { setCloneNote(''); setCloneScale('1') }
} catch (err) { flash(err.message, 'error') }
}
function flash(text, type = 'ok') {
setMsg({ text, type })
setTimeout(() => setMsg(null), 3000)
}
async function openLog() {
setShowLog(true)
setLogLoading(true)
try {
const data = await fetch(`/api/versions/${versionId}/log`).then(r => r.json())
setLogEntries(data)
} catch (err) {
flash(err.message, 'error')
} finally {
setLogLoading(false)
}
}
async function undoEntry(logId) {
setUndoingId(logId)
try {
const res = await fetch(`/api/log/${logId}`, { method: 'DELETE' })
const data = await res.json()
if (!res.ok) { flash(data.error, 'error'); return }
setLogEntries(prev => prev.filter(e => e.id !== logId))
flash(`Undone — ${data.rows_deleted} rows removed`)
initViewer(versionId, sourceId)
} catch (err) {
flash(err.message, 'error')
} finally {
setUndoingId(null)
}
}
async function saveNote(logId, text) {
try {
const res = await fetch(`/api/log/${logId}`, {
method: 'PATCH', headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ note: text })
})
if (!res.ok) { flash('Failed to save note', 'error'); return }
setLogEntries(prev => prev.map(e => e.id === logId ? { ...e, note: text } : e))
setEditingNote(null)
} catch (err) {
flash(err.message, 'error')
}
}
const selectedVersion = versions.find(v => String(v.id) === versionId)
const dimCols = colMetaRef.current.filter(c => c.role === 'dimension')
const hasSlice = Object.keys(slice).length > 0
return (
<div className="h-full flex flex-col">
{/* Source / version bar */}
<div className="px-3 py-2 border-b border-gray-200 bg-white flex items-center gap-3 shrink-0 flex-wrap">
<div className="flex items-center gap-2">
<span className="text-xs text-gray-500">Source</span>
<select value={sourceId} onChange={e => setSourceId(e.target.value)} className="border border-gray-200 rounded px-2 py-1 text-sm bg-white">
{sources.map(s => <option key={s.id} value={s.id}>{s.tname}</option>)}
</select>
</div>
<div className="flex items-center gap-2">
<span className="text-xs text-gray-500">Version</span>
<select value={versionId} onChange={e => setVersionId(e.target.value)} className="border border-gray-200 rounded px-2 py-1 text-sm bg-white" disabled={!versions.length}>
{versions.length === 0
? <option value=""> no versions </option>
: versions.map(v => <option key={v.id} value={v.id}>{v.name}</option>)}
</select>
{selectedVersion && (
<span className={`text-xs font-medium ${selectedVersion.status === 'open' ? 'text-green-600' : 'text-gray-400'}`}>
{selectedVersion.status}
</span>
)}
</div>
</div>
{/* Toolbar */}
<div className="px-3 py-1.5 border-b border-gray-200 bg-white flex items-center gap-3 shrink-0 flex-wrap text-xs">
{/* Layout group */}
<div className="flex items-center gap-1.5">
<span className="text-gray-400 uppercase tracking-wide" style={{fontSize:'10px'}}>Layout</span>
{layouts.map(l => (
<div key={l.id} onClick={() => applyLayout(l)}
className={`flex items-center gap-1 rounded px-2 py-0.5 cursor-pointer border transition-colors
${activeLayoutId === l.id ? 'bg-blue-50 border-blue-300 text-blue-700' : 'bg-white border-gray-200 text-gray-600 hover:border-gray-400'}`}>
{l.name}
<button onClick={e => deleteLayout(l.id, e)} className="text-gray-300 hover:text-red-400 text-sm leading-none ml-0.5">×</button>
</div>
))}
{showSaveAs ? (
<div className="flex items-center gap-1">
<input autoFocus value={saveAsName} onChange={e => setSaveAsName(e.target.value)}
onKeyDown={e => { if (e.key === 'Enter') handleSaveAs(); if (e.key === 'Escape') { setShowSaveAs(false); setSaveAsName('') } }}
placeholder="Layout name…" className="border border-gray-300 rounded px-2 py-0.5 w-32 focus:outline-none focus:border-blue-400" />
<button onClick={handleSaveAs} className="text-blue-600 hover:text-blue-800 px-1">Save</button>
<button onClick={() => { setShowSaveAs(false); setSaveAsName('') }} className="text-gray-400 px-1">Cancel</button>
</div>
) : (
<>
{activeLayoutId !== null && (
<button onClick={handleSaveOver} className="border border-blue-200 text-blue-500 hover:text-blue-700 rounded px-2 py-0.5">Save</button>
)}
<button onClick={() => setShowSaveAs(true)} className="border border-dashed border-gray-200 text-gray-400 hover:text-gray-600 rounded px-2 py-0.5">
Save as
</button>
{activeLayoutId !== null && (
<button onClick={resetLayout} className="text-gray-300 hover:text-red-400">Reset</button>
)}
</>
)}
</div>
<div className="w-px h-4 bg-gray-200 shrink-0" />
{/* Expand group */}
<div className="flex items-center gap-1.5">
<span className="text-gray-400 uppercase tracking-wide" style={{fontSize:'10px'}}>Expand</span>
{[0, 1, 2, 3].map(d => (
<button key={d} onClick={() => applyDepth(d)}
className={`border rounded px-1.5 py-0.5 transition-colors
${expandDepthRef.current === d ? 'border-blue-300 text-blue-600 bg-blue-50' : 'border-gray-200 text-gray-500 hover:border-gray-400'}`}>
{d}
</button>
))}
</div>
<div className="w-px h-4 bg-gray-200 shrink-0" />
{/* Data group */}
<div className="flex items-center gap-1.5">
<button onClick={() => initViewer(versionId, sourceId)} disabled={loading || !versionId}
className="border border-gray-200 rounded px-2 py-0.5 text-gray-500 hover:bg-gray-50 disabled:opacity-40">
{loading ? 'Loading…' : 'Refresh data'}
</button>
<button onClick={openLog} disabled={!versionId}
className="border border-gray-200 rounded px-2 py-0.5 text-gray-500 hover:bg-gray-50 disabled:opacity-40">
Change log
</button>
</div>
{msg && (
<span className={`ml-2 text-xs font-medium px-2 py-0.5 rounded ${msg.type === 'error' ? 'bg-red-50 text-red-600' : 'bg-green-50 text-green-600'}`}>
{msg.text}
</span>
)}
</div>
{/* History modal */}
{showLog && (
<div className="fixed inset-0 z-50 flex items-center justify-center bg-black/40" onClick={() => setShowLog(false)}>
<div className="bg-white rounded-lg shadow-xl w-full max-w-4xl mx-4 flex flex-col max-h-[80vh]" onClick={e => e.stopPropagation()}>
<div className="flex items-center justify-between px-5 py-3 border-b border-gray-200 shrink-0">
<span className="font-medium text-gray-700 text-sm">Change History</span>
<button onClick={() => setShowLog(false)} className="text-gray-400 hover:text-gray-600 text-lg leading-none">×</button>
</div>
<div className="overflow-y-auto flex-1">
{logLoading ? (
<div className="p-8 text-center text-sm text-gray-400">Loading</div>
) : logEntries.length === 0 ? (
<div className="p-8 text-center text-sm text-gray-400">No log entries yet.</div>
) : (
<table className="w-full text-xs border-collapse">
<thead className="sticky top-0 bg-gray-50 text-gray-400 uppercase tracking-wide" style={{fontSize:'10px'}}>
<tr>
<th className="text-left px-4 py-2 font-medium w-32">Time</th>
<th className="text-left px-4 py-2 font-medium w-24">Op</th>
<th className="text-left px-4 py-2 font-medium">Slice</th>
<th className="text-left px-4 py-2 font-medium">Note</th>
<th className="text-right px-4 py-2 font-medium w-16">Rows</th>
<th className="px-4 py-2 w-16"></th>
</tr>
</thead>
<tbody>
{logEntries.map(entry => (
<tr key={entry.id} className="border-t border-gray-100 hover:bg-gray-50">
<td className="px-4 py-2 text-gray-400 whitespace-nowrap">{fmtStamp(entry.stamp)}</td>
<td className="px-4 py-2">
<span className={`px-1.5 py-0.5 rounded text-xs font-medium ${opBadge(entry.operation)}`}>
{entry.operation}
</span>
</td>
<td className="px-4 py-2 text-gray-600 font-mono">{fmtSlice(entry.slice)}</td>
<td className="px-4 py-2 text-gray-600 max-w-xs">
{editingNote?.id === entry.id ? (
<div className="flex items-center gap-1">
<input autoFocus value={editingNote.text}
onChange={e => setEditingNote(n => ({ ...n, text: e.target.value }))}
onKeyDown={e => {
if (e.key === 'Enter') saveNote(entry.id, editingNote.text)
if (e.key === 'Escape') setEditingNote(null)
}}
className="border border-blue-300 rounded px-1.5 py-0.5 text-xs flex-1 focus:outline-none" />
<button onClick={() => saveNote(entry.id, editingNote.text)} className="text-blue-600 hover:text-blue-800"></button>
<button onClick={() => setEditingNote(null)} className="text-gray-400 hover:text-gray-600"></button>
</div>
) : (
<span onClick={() => setEditingNote({ id: entry.id, text: entry.note || '' })}
className="cursor-text hover:bg-blue-50 rounded px-1 -mx-1 block truncate"
title={entry.note || 'Click to add note'}>
{entry.note || <span className="text-gray-300 italic">add note</span>}
</span>
)}
</td>
<td className="px-4 py-2 text-right text-gray-500 tabular-nums">{entry.row_count ?? '—'}</td>
<td className="px-4 py-2">
<button
onClick={() => undoEntry(entry.id)}
disabled={undoingId === entry.id}
className="text-xs border border-red-200 text-red-400 hover:text-red-600 hover:border-red-400 rounded px-2 py-0.5 disabled:opacity-40 whitespace-nowrap">
{undoingId === entry.id ? '…' : 'Undo'}
</button>
</td>
</tr>
))}
</tbody>
</table>
)}
</div>
</div>
</div>
)}
{/* Main area */}
<div className="flex-1 flex min-h-0">
{/* Perspective viewer */}
<div className="relative flex-1 min-w-0">
{loading && (
<div className="absolute inset-0 flex items-center justify-center bg-gray-50 z-10">
<span className="text-sm text-gray-400">Loading</span>
</div>
)}
{!loading && largeDataset && (
<div className="absolute top-2 left-1/2 -translate-x-1/2 z-10 bg-amber-50 border border-amber-200 text-amber-800 text-xs px-3 py-1.5 rounded shadow-sm">
Large dataset pivot may take a moment to render
</div>
)}
<perspective-viewer ref={viewerRef} style={{ position: 'absolute', inset: 0 }} />
</div>
{/* Drag handle */}
<div onMouseDown={onDragStart} className="w-1 shrink-0 cursor-col-resize hover:bg-blue-400 bg-transparent transition-colors" />
{/* Operation panel */}
<div className="shrink-0 border-l border-gray-200 bg-white flex flex-col overflow-y-auto text-xs" style={{ width: panelWidth }}>
<div className="p-3 border-b border-gray-100">
<div className="font-medium text-gray-400 uppercase tracking-wide mb-2" style={{fontSize:'10px'}}>Slice</div>
{!hasSlice ? (
<div className="text-gray-300 italic">Click a pivot row to select a slice</div>
) : (
<div className="flex flex-col gap-1">
{Object.entries(slice).map(([k, v]) => (
<div key={k} className="text-gray-700">
<span className="text-gray-400">{k}</span> = <span className="font-medium">{v}</span>
</div>
))}
<button onClick={() => setSlice({})} className="text-gray-300 hover:text-red-500 mt-1 text-left">Clear</button>
</div>
)}
</div>
{hasSlice && (
<>
<div className="flex border-b border-gray-100">
{['scale', 'recode', 'clone'].map(op => (
<button key={op} onClick={() => setActiveOp(op)}
className={`flex-1 py-2 capitalize ${activeOp === op ? 'border-b-2 border-blue-500 text-blue-600 font-medium' : 'text-gray-400 hover:text-gray-600'}`}>
{op}
</button>
))}
</div>
<div className="p-3 flex flex-col gap-2.5">
{activeOp === 'scale' && <>
{/* Mode toggle */}
<div className="flex rounded border border-gray-200 overflow-hidden">
{[['target','= Target'],['delta','Δ Increment']].map(([m, label]) => (
<button key={m} onClick={() => { setScaleMode(m); setScaleValue(''); setScaleUnits('') }}
className={`flex-1 py-1 text-xs ${scaleMode === m ? 'bg-blue-600 text-white' : 'bg-white text-gray-500 hover:bg-gray-50'}`}>
{label}
</button>
))}
</div>
{/* Value row */}
{currentTotals?.valueCol && (
<div className="flex flex-col gap-1">
<div className="flex items-center justify-between text-gray-400">
<span>{currentTotals.valueCol}</span>
<span className="font-mono">{currentTotals.value?.toLocaleString(undefined, {maximumFractionDigits:2})}</span>
</div>
<input type="number" step="any" value={scaleValue}
onChange={e => setScaleValue(e.target.value)}
placeholder={scaleMode === 'target' ? 'target total' : '+ / amount'}
className={inp} />
</div>
)}
{/* Units row */}
{currentTotals?.unitsCol && (
<div className="flex flex-col gap-1">
<div className="flex items-center justify-between text-gray-400">
<span>{currentTotals.unitsCol}</span>
<span className="font-mono">{currentTotals.units?.toLocaleString(undefined, {maximumFractionDigits:2})}</span>
</div>
<input type="number" step="any" value={scaleUnits}
onChange={e => setScaleUnits(e.target.value)}
placeholder={scaleMode === 'target' ? 'target total' : '+ / amount'}
className={inp} />
</div>
)}
{scaleMode === 'delta' && (
<label className="flex items-center gap-2 text-gray-500">
<input type="checkbox" checked={scalePct} onChange={e => setScalePct(e.target.checked)} /> % of slice
</label>
)}
<Row label="Note"><input value={scaleNote} onChange={e => setScaleNote(e.target.value)} placeholder="optional" className={inp} /></Row>
<Submit onClick={() => submitOp('scale')}>Apply Scale</Submit>
</>}
{activeOp === 'recode' && <>
<p className="text-gray-400">New values for dimensions to replace. Leave blank to keep.</p>
{dimCols.map(c => (
<Row key={c.cname} label={c.cname}>
<input value={recodeSet[c.cname] || ''} onChange={e => setRecodeSet(s => ({ ...s, [c.cname]: e.target.value }))}
placeholder={slice[c.cname] || '—'} className={`${inp} font-mono`} />
</Row>
))}
<Row label="Note"><input value={recodeNote} onChange={e => setRecodeNote(e.target.value)} placeholder="optional" className={inp} /></Row>
<Submit onClick={() => submitOp('recode')}>Apply Recode</Submit>
</>}
{activeOp === 'clone' && <>
<p className="text-gray-400">Override dimensions on cloned rows. Leave blank to keep.</p>
{dimCols.map(c => (
<Row key={c.cname} label={c.cname}>
<input value={cloneSet[c.cname] || ''} onChange={e => setCloneSet(s => ({ ...s, [c.cname]: e.target.value }))}
placeholder={slice[c.cname] || '—'} className={`${inp} font-mono`} />
</Row>
))}
<Row label="Scale"><input type="number" step="any" value={cloneScale} onChange={e => setCloneScale(e.target.value)} className={inp} /></Row>
<Row label="Note"><input value={cloneNote} onChange={e => setCloneNote(e.target.value)} placeholder="optional" className={inp} /></Row>
<Submit onClick={() => submitOp('clone')}>Apply Clone</Submit>
</>}
</div>
</>
)}
</div>
</div>
</div>
)
}
const inp = 'border border-gray-200 rounded px-2 py-1 text-xs flex-1 bg-white min-w-0'
function fmtStamp(stamp) {
return new Date(stamp).toLocaleString(undefined, { month: 'short', day: 'numeric', hour: 'numeric', minute: '2-digit' })
}
function fmtSlice(slice) {
if (!slice || !Object.keys(slice).length) return '—'
return Object.entries(slice).map(([k, v]) => `${k} = ${v}`).join(', ')
}
const OP_BADGE = {
baseline: 'bg-gray-100 text-gray-600',
reference: 'bg-blue-50 text-blue-600',
scale: 'bg-green-50 text-green-700',
recode: 'bg-amber-50 text-amber-700',
clone: 'bg-purple-50 text-purple-700',
}
function opBadge(op) { return OP_BADGE[op] || 'bg-gray-100 text-gray-500' }
function Row({ label, children }) {
return (
<div className="flex items-center gap-2">
<span className="text-gray-400 w-14 shrink-0 truncate" title={label}>{label}</span>
{children}
</div>
)
}
function Submit({ onClick, children }) {
return (
<button onClick={onClick} className="mt-1 bg-blue-600 text-white text-xs px-3 py-1.5 rounded hover:bg-blue-700 w-full">
{children}
</button>
)
}

View File

@ -1,410 +0,0 @@
import { useState, useEffect } from 'react'
const ROLES = ['ignore', 'dimension', 'value', 'units', 'date', 'filter']
const ROLE_STYLE = {
dimension: 'bg-blue-50 text-blue-700',
value: 'bg-green-50 text-green-700',
units: 'bg-green-50 text-green-700',
date: 'bg-purple-50 text-purple-700',
filter: 'bg-yellow-50 text-yellow-700',
ignore: 'bg-gray-100 text-gray-400',
}
export default function Setup() {
const [tables, setTables] = useState([])
const [sources, setSources] = useState([])
const [selectedSource, setSelectedSource] = useState(null)
const [cols, setCols] = useState([])
const [editedCols, setEditedCols] = useState([])
const [colsDirty, setColsDirty] = useState(false)
const [preview, setPreview] = useState(null) // { schema, tname, columns, rows }
const [previewLoading, setPreviewLoading] = useState(false)
const [sqlStatus, setSqlStatus] = useState({}) // sourceId -> bool
const [saving, setSaving] = useState(false)
const [generating, setGenerating] = useState(false)
const [msg, setMsg] = useState(null)
useEffect(() => {
fetch('/api/tables').then(r => r.json()).then(setTables).catch(console.error)
loadSources()
}, [])
function loadSources() {
fetch('/api/sources').then(r => r.json()).then(data => {
setSources(data)
// check sql status for each source
data.forEach(s => {
fetch(`/api/sources/${s.id}/sql`).then(r => r.json()).then(sqls => {
setSqlStatus(prev => ({ ...prev, [s.id]: sqls.length > 0 }))
})
})
}).catch(console.error)
}
function selectSource(source) {
setSelectedSource(source)
setColsDirty(false)
fetch(`/api/sources/${source.id}/cols`).then(r => r.json()).then(data => {
setCols(data)
setEditedCols(data.map(c => ({ ...c })))
})
}
async function openPreview(schema, tname, e) {
e.stopPropagation()
setPreviewLoading(true)
setPreview({ schema, tname, loading: true })
try {
const data = await fetch(`/api/tables/${schema}/${tname}/preview`).then(r => r.json())
setPreview({ schema, tname, ...data })
} catch {
setPreview(null)
} finally {
setPreviewLoading(false)
}
}
async function registerSource(schema, tname) {
try {
const res = await fetch('/api/sources', {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ schema, tname, created_by: 'admin' })
})
if (!res.ok) {
const err = await res.json()
flash(err.error, 'error')
return
}
const source = await res.json()
loadSources()
flash(`Registered ${schema}.${tname}`)
// auto-select new source and load its cols
fetch(`/api/sources/${source.id}/cols`).then(r => r.json()).then(data => {
setSelectedSource(source)
setCols(data)
setEditedCols(data.map(c => ({ ...c })))
setColsDirty(false)
})
} catch (err) {
flash(err.message, 'error')
}
}
function updateCol(idx, field, value) {
setEditedCols(prev => {
const next = prev.map((c, i) => i === idx ? { ...c, [field]: value } : c)
return next
})
setColsDirty(true)
}
async function saveCols() {
setSaving(true)
try {
const res = await fetch(`/api/sources/${selectedSource.id}/cols`, {
method: 'PUT',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(editedCols)
})
if (!res.ok) { const e = await res.json(); flash(e.error, 'error'); return }
const saved = await res.json()
setCols(saved)
setEditedCols(saved.map(c => ({ ...c })))
setColsDirty(false)
flash('Saved')
} catch (err) {
flash(err.message, 'error')
} finally {
setSaving(false)
}
}
async function generateSQL() {
setGenerating(true)
try {
const res = await fetch(`/api/sources/${selectedSource.id}/generate-sql`, { method: 'POST' })
const data = await res.json()
if (!res.ok) { flash(data.error, 'error'); return }
setSqlStatus(prev => ({ ...prev, [selectedSource.id]: true }))
flash(`SQL generated: ${data.operations.join(', ')}`)
} catch (err) {
flash(err.message, 'error')
} finally {
setGenerating(false)
}
}
async function deleteSource(id, e) {
e.stopPropagation()
if (!confirm('Deregister this source? Existing forecast tables are not affected.')) return
await fetch(`/api/sources/${id}`, { method: 'DELETE' })
if (selectedSource?.id === id) { setSelectedSource(null); setCols([]); setEditedCols([]) }
loadSources()
}
function flash(text, type = 'ok') {
setMsg({ text, type })
setTimeout(() => setMsg(null), 3000)
}
const registeredKeys = new Set(sources.map(s => `${s.schema}.${s.tname}`))
return (
<div className="h-full flex overflow-hidden text-sm">
{/* All Tables */}
<div className="w-64 bg-white border-r border-gray-200 flex flex-col shrink-0">
<div className="px-3 py-2 border-b border-gray-100 text-xs font-medium text-gray-500 uppercase tracking-wide">
All Tables
</div>
<div className="overflow-y-auto flex-1">
<table className="w-full text-xs">
<thead className="sticky top-0 bg-gray-50">
<tr className="text-left text-gray-400 border-b border-gray-100">
<th className="px-3 py-1.5 font-medium">schema</th>
<th className="px-3 py-1.5 font-medium">table</th>
<th className="px-3 py-1.5 font-medium text-right">rows</th>
</tr>
</thead>
<tbody>
{tables.map(t => {
const key = `${t.schema}.${t.tname}`
const registered = registeredKeys.has(key)
return (
<tr
key={key}
onClick={e => openPreview(t.schema, t.tname, e)}
className="border-t border-gray-50 hover:bg-blue-50 cursor-pointer group"
>
<td className="px-3 py-1.5 text-gray-400">{t.schema}</td>
<td className="px-3 py-1.5 font-medium">
<div className="flex items-center gap-1">
<span className={registered ? 'text-green-600' : ''}>{t.tname}</span>
{registered && <span className="text-green-400 text-xs"></span>}
</div>
</td>
<td className="px-3 py-1.5 text-right text-gray-500">
{Number(t.row_estimate).toLocaleString()}
</td>
</tr>
)
})}
</tbody>
</table>
</div>
</div>
{/* Right side */}
<div className="flex-1 flex flex-col overflow-hidden min-w-0">
{/* Flash message */}
{msg && (
<div className={`px-4 py-2 text-xs font-medium ${msg.type === 'error' ? 'bg-red-50 text-red-700' : 'bg-green-50 text-green-700'}`}>
{msg.text}
</div>
)}
<div className="flex-1 flex flex-col gap-0 overflow-hidden">
{/* Registered Sources */}
<div className="bg-white border-b border-gray-200 shrink-0">
<div className="px-3 py-2 border-b border-gray-100 text-xs font-medium text-gray-500 uppercase tracking-wide">
Registered Sources
</div>
<table className="w-full text-xs">
<thead className="bg-gray-50">
<tr className="text-left text-gray-400 border-b border-gray-100">
<th className="px-3 py-1.5 font-medium">source</th>
<th className="px-3 py-1.5 font-medium">schema</th>
<th className="px-3 py-1.5 font-medium">sql</th>
<th className="px-3 py-1.5 font-medium">created</th>
<th className="px-3 py-1.5"></th>
</tr>
</thead>
<tbody>
{sources.length === 0 && (
<tr><td colSpan={5} className="px-3 py-3 text-gray-300 italic">No sources registered click a table to preview, then register it</td></tr>
)}
{sources.map(s => (
<tr
key={s.id}
onClick={() => selectSource(s)}
className={`border-t border-gray-50 cursor-pointer hover:bg-gray-50 ${selectedSource?.id === s.id ? 'bg-blue-50' : ''}`}
>
<td className={`px-3 py-2 font-medium ${selectedSource?.id === s.id ? 'text-blue-700' : ''}`}>{s.tname}</td>
<td className="px-3 py-2 text-gray-400">{s.schema}</td>
<td className="px-3 py-2">
{sqlStatus[s.id]
? <span className="text-green-600 font-medium"> ready</span>
: <span className="text-gray-300"></span>}
</td>
<td className="px-3 py-2 text-gray-400">{s.created_by || '—'}</td>
<td className="px-3 py-2 text-right">
<button onClick={e => deleteSource(s.id, e)} className="text-gray-300 hover:text-red-500 text-xs"></button>
</td>
</tr>
))}
</tbody>
</table>
</div>
{/* Col Meta Editor */}
{selectedSource ? (
<div className="flex-1 flex flex-col overflow-hidden bg-white">
<div className="px-3 py-2 border-b border-gray-100 flex items-center justify-between shrink-0">
<span className="text-xs font-medium text-gray-500 uppercase tracking-wide">
Col Meta <span className="text-gray-700 normal-case">{selectedSource.schema}.{selectedSource.tname}</span>
</span>
<div className="flex items-center gap-2">
{colsDirty && (
<button onClick={saveCols} disabled={saving} className="text-xs border border-gray-200 px-3 py-1 rounded hover:bg-gray-50 disabled:opacity-50">
{saving ? 'Saving…' : 'Save'}
</button>
)}
<button
onClick={generateSQL}
disabled={generating || colsDirty}
className="text-xs bg-blue-600 text-white px-3 py-1 rounded hover:bg-blue-700 disabled:opacity-50"
title={colsDirty ? 'Save col meta first' : ''}
>
{generating ? 'Generating…' : 'Generate SQL'}
</button>
</div>
</div>
<div className="overflow-y-auto flex-1">
<table className="w-full text-xs">
<thead className="sticky top-0 bg-gray-50">
<tr className="text-left text-gray-400 border-b border-gray-100">
<th className="px-3 py-1.5 font-medium">column</th>
<th className="px-3 py-1.5 font-medium">role</th>
<th className="px-3 py-1.5 font-medium text-center">key</th>
<th className="px-3 py-1.5 font-medium">label</th>
</tr>
</thead>
<tbody>
{editedCols.map((col, i) => (
<tr key={col.cname} className="border-t border-gray-50 hover:bg-gray-50">
<td className="px-3 py-1.5 font-mono text-gray-700">{col.cname}</td>
<td className="px-3 py-1.5">
<select
value={col.role}
onChange={e => updateCol(i, 'role', e.target.value)}
className={`text-xs px-1.5 py-0.5 rounded border-0 font-medium cursor-pointer ${ROLE_STYLE[col.role] || ''}`}
>
{ROLES.map(r => <option key={r} value={r}>{r}</option>)}
</select>
</td>
<td className="px-3 py-1.5 text-center">
<input
type="checkbox"
checked={!!col.is_key}
onChange={e => updateCol(i, 'is_key', e.target.checked)}
disabled={col.role !== 'dimension'}
className="cursor-pointer disabled:opacity-20"
/>
</td>
<td className="px-3 py-1.5">
<input
type="text"
value={col.label || ''}
onChange={e => updateCol(i, 'label', e.target.value)}
placeholder={col.cname}
className="border border-transparent hover:border-gray-200 focus:border-gray-300 rounded px-1.5 py-0.5 w-full outline-none bg-transparent"
/>
</td>
</tr>
))}
</tbody>
</table>
</div>
</div>
) : (
<div className="flex-1 flex items-center justify-center text-gray-300 text-xs italic">
Select a source to edit col meta
</div>
)}
</div>
</div>
{/* Table preview modal */}
{preview && (
<div className="fixed inset-0 z-50 flex items-center justify-center">
<div className="absolute inset-0 bg-black/30" onClick={() => setPreview(null)} />
<div className="relative bg-white rounded-lg shadow-2xl flex flex-col z-10 text-xs" style={{ width: 720, maxWidth: '90vw', maxHeight: '80vh' }}>
<div className="flex items-center justify-between px-4 py-3 border-b border-gray-200 shrink-0">
<div className="flex items-center gap-3">
<span className="text-sm font-semibold text-gray-800">{preview.schema}.{preview.tname}</span>
{preview.columns && (
<span className="text-gray-400">{preview.columns.length} columns</span>
)}
{!registeredKeys.has(`${preview.schema}.${preview.tname}`) && (
<button
onClick={() => { registerSource(preview.schema, preview.tname); setPreview(null) }}
className="bg-blue-600 text-white text-xs px-3 py-1 rounded hover:bg-blue-700"
>
+ Register source
</button>
)}
</div>
<button onClick={() => setPreview(null)} className="text-gray-300 hover:text-gray-600 text-lg leading-none ml-4"></button>
</div>
{preview.loading ? (
<div className="p-8 text-center text-gray-400">Loading</div>
) : (
<div className="overflow-y-auto flex-1">
{/* Columns */}
<div className="px-4 pt-3 pb-1 text-gray-400 uppercase tracking-wide font-medium text-xs">Columns</div>
<table className="w-full mb-2">
<thead>
<tr className="text-left text-gray-400 border-b border-gray-100 bg-gray-50">
<th className="px-4 py-1 font-medium">name</th>
<th className="px-4 py-1 font-medium">type</th>
<th className="px-4 py-1 font-medium">nullable</th>
</tr>
</thead>
<tbody>
{(preview.columns || []).map(c => (
<tr key={c.column_name} className="border-t border-gray-50">
<td className="px-4 py-1 font-mono text-gray-700">{c.column_name}</td>
<td className="px-4 py-1 text-gray-400">{c.data_type}</td>
<td className="px-4 py-1 text-gray-400">{c.is_nullable}</td>
</tr>
))}
</tbody>
</table>
{/* Sample rows */}
<div className="px-4 py-1 text-gray-400 uppercase tracking-wide font-medium text-xs border-t border-gray-100">Sample rows</div>
<div className="overflow-x-auto">
<table className="text-xs" style={{ minWidth: '100%' }}>
<thead>
<tr className="text-left text-gray-400 bg-gray-50 border-b border-gray-100">
{(preview.columns || []).map(c => (
<th key={c.column_name} className="px-4 py-1 font-medium whitespace-nowrap">{c.column_name}</th>
))}
</tr>
</thead>
<tbody>
{(preview.rows || []).map((row, i) => (
<tr key={i} className="border-t border-gray-50">
{(preview.columns || []).map(c => (
<td key={c.column_name} className={`px-4 py-1 font-mono whitespace-nowrap ${row[c.column_name] == null ? 'text-gray-300' : 'text-gray-600'}`}>
{row[c.column_name] == null ? 'null' : String(row[c.column_name])}
</td>
))}
</tr>
))}
</tbody>
</table>
</div>
</div>
)}
</div>
</div>
)}
</div>
)
}

View File

@ -1,17 +0,0 @@
import { defineConfig } from 'vite'
import react from '@vitejs/plugin-react'
import tailwindcss from '@tailwindcss/vite'
export default defineConfig({
plugins: [react(), tailwindcss()],
server: {
host: '0.0.0.0',
proxy: {
'/api': 'http://localhost:3030'
}
},
build: {
outDir: '../public/app',
emptyOutDir: true
}
})