Add date offset to baseline — project actuals into forecast period

The baseline operation now accepts a date_offset interval (e.g. "1 year", "6 months") and applies it to every date when inserting rows, shifting historical actuals into the target forecast period. SQL: {date_col} + '{{date_offset}}'::interval)::date at insert time. Route: defaults to '0 days' if omitted so existing calls are unaffected. UI: year/month spinners with a live before→after month chip preview so the projected landing period is visible before submitting. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Show params column in log grid
2026-04-01 12:48:28 -04:00 · 2026-04-01 12:28:03 -04:00 · 2026-04-01 12:24:20 -04:00 · 2026-04-01 12:04:28 -04:00
6 changed files with 271 additions and 586 deletions
--- a/lib/sql_generator.js
+++ b/lib/sql_generator.js
@ -49,6 +49,9 @@ function generateSQL(source, colMeta) {
    }

    function buildBaseline() {
+        const baselineSelect = dataCols.map(c =>
+            c === dateCol ? `(${q(c)} + '{{date_offset}}'::interval)::date` : q(c)
+        ).join(', ');
        return `
 WITH
 ilog AS (
@ -61,7 +64,7 @@ ilog AS (
 )
 ,ins AS (
    INSERT INTO {{fc_table}} (${insertCols})
-    SELECT ${selectData}, 'baseline', (SELECT id FROM ilog), '{{pf_user}}', now()
+    SELECT ${baselineSelect}, 'baseline', (SELECT id FROM ilog), '{{pf_user}}', now()
    FROM ${srcTable}
    WHERE ${q(dateCol)} BETWEEN '{{date_from}}' AND '{{date_to}}'
    RETURNING *
@ -84,7 +87,7 @@ ilog AS (
    WHERE ${q(dateCol)} BETWEEN '{{date_from}}' AND '{{date_to}}'
    RETURNING *
 )
-SELECT count(*) AS rows_affected FROM ins`.trim();
+SELECT * FROM ins`.trim();
    }

    function buildScale() {
@ -124,7 +127,7 @@ ilog AS (
    FROM base
    RETURNING *
 )
-SELECT count(*) AS rows_affected FROM ins`.trim();
+SELECT * FROM ins`.trim();
    }

    function buildRecode() {
@ -146,16 +149,16 @@ 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 id
+    RETURNING *
 )
 ,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 id
+    RETURNING *
 )
-SELECT (SELECT count(*) FROM neg) + (SELECT count(*) FROM ins) AS rows_affected`.trim();
+SELECT * FROM neg UNION ALL SELECT * FROM ins`.trim();
    }

    function buildClone() {
@ -179,7 +182,7 @@ ilog AS (
    {{exclude_clause}}
    RETURNING *
 )
-SELECT count(*) AS rows_affected FROM ins`.trim();
+SELECT * FROM ins`.trim();
    }

    function buildUndo() {
--- a/pf_spec.md
+++ b/pf_spec.md
@ -1,538 +0,0 @@
-# Pivot Forecast — Application Spec
-
-## Overview
-
-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.
-
---
-
-## Tech Stack
-
- **Backend:** Node.js / Express
- **Database:** PostgreSQL — isolated `pf` schema, installs into any existing DB
- **Frontend:** Vanilla JS + AG Grid (pivot mode)
- **Pattern:** Follows fc_webapp (shell) + pivot_forecast (operations)
-
---
-
-## Database Schema: `pf`
-
-Everything lives in the `pf` schema. Install via sequential SQL scripts.
-
-### `pf.source`
-Registered source tables available for forecasting.
-
-```sql
-CREATE TABLE pf.source (
-    id          serial PRIMARY KEY,
-    schema      text NOT NULL,
-    tname       text NOT NULL,
-    label       text,                   -- friendly display name
-    status      text DEFAULT 'active',  -- active | archived
-    created_at  timestamptz DEFAULT now(),
-    created_by  text,
-    UNIQUE (schema, tname)
-);
-```
-
-### `pf.col_meta`
-Column configuration for each registered source table. Determines how the app treats each column.
-
-```sql
-CREATE TABLE pf.col_meta (
-    id          serial PRIMARY KEY,
-    source_id   integer REFERENCES pf.source(id),
-    cname       text NOT NULL,          -- column name in source table
-    label       text,                   -- friendly display name
-    role        text NOT NULL,          -- 'dimension' | 'value' | 'units' | 'date' | 'ignore'
-    is_key      boolean DEFAULT false,  -- true = part of natural key (used in WHERE slice)
-    opos        integer,                -- ordinal position (for ordering)
-    UNIQUE (source_id, cname)
-);
-```
-
-**Roles:**
- `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 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.
-
-```sql
-CREATE TABLE pf.version (
-    id              serial PRIMARY KEY,
-    source_id       integer REFERENCES pf.source(id),
-    name            text NOT NULL,
-    description     text,
-    status          text DEFAULT 'open',        -- open | closed
-    exclude_iters   jsonb DEFAULT '["reference"]', -- iter values excluded from all operations
-    created_at      timestamptz DEFAULT now(),
-    created_by      text,
-    closed_at       timestamptz,
-    closed_by       text,
-    UNIQUE (source_id, name)
-);
-```
-
-**`exclude_iters`:** jsonb array of `iter` values that are excluded from operation WHERE clauses. Defaults to `["reference"]`. Reference rows are still returned by `get_data` (visible in pivot) but are never touched by scale/recode/clone. Additional iters can be added to lock them from further adjustment.
-
-**Forecast table naming:** `pf.fc_{tname}_{version_id}` — e.g., `pf.fc_sales_3`. One table per version, physically isolated. Contains both operational rows and reference rows.
-
-Creating a version → `CREATE TABLE pf.fc_{tname}_{version_id} (...)`
-Deleting a version → `DROP TABLE pf.fc_{tname}_{version_id}` + delete from `pf.version` + delete from `pf.log`
-
-### `pf.log`
-Audit log. Every write operation gets one entry here.
-
-```sql
-CREATE TABLE pf.log (
-    id          bigserial PRIMARY KEY,
-    version_id  integer REFERENCES pf.version(id),
-    pf_user     text NOT NULL,
-    stamp       timestamptz DEFAULT now(),
-    operation   text NOT NULL,  -- 'baseline' | 'reference' | 'scale' | 'recode' | 'clone'
-    slice       jsonb,          -- the WHERE conditions that defined the selection
-    params      jsonb,          -- operation parameters (increments, new values, scale factor, etc.)
-    note        text            -- user-provided comment
-);
-```
-
-### `pf.fc_{tname}_{version_id}` (dynamic, one per version)
-Created when a version is created. Mirrors source table dimension/value/units/date columns plus forecast metadata. Contains both operational rows (`iter = 'baseline' | 'scale' | 'recode' | 'clone'`) and reference rows (`iter = 'reference'`).
-
-```sql
-- Example: source table "sales", version id 3 → pf.fc_sales_3
-CREATE TABLE pf.fc_sales_3 (
-    id          bigserial PRIMARY KEY,
-
-    -- mirrored from source (role = dimension | value | units | date only):
-    customer    text,
-    channel     text,
-    part        text,
-    geography   text,
-    order_date  date,
-    units       numeric,
-    value       numeric,
-
-    -- forecast metadata:
-    iter        text,       -- 'baseline' | 'reference' | 'scale' | 'recode' | 'clone'
-    logid       bigint REFERENCES pf.log(id),
-    pf_user     text,
-    created_at  timestamptz DEFAULT now()
-);
-```
-
-Note: no `version_id` column on the forecast table — it's implied by the table itself.
-
-### `pf.sql`
-Generated SQL stored per source and operation. Built once when col_meta is finalized, fetched at request time.
-
-```sql
-CREATE TABLE pf.sql (
-    id           serial PRIMARY KEY,
-    source_id    integer REFERENCES pf.source(id),
-    operation    text NOT NULL,  -- 'baseline' | 'reference' | 'scale' | 'recode' | 'clone' | 'get_data' | 'undo'
-    sql          text NOT NULL,
-    generated_at timestamptz DEFAULT now(),
-    UNIQUE (source_id, operation)
-);
-```
-
-**Column names are baked in at generation time.** Runtime substitution tokens:
-
-| Token | Resolved from |
-|-------|--------------|
-| `{{fc_table}}` | `pf.fc_{tname}_{version_id}` — derived at request time |
-| `{{where_clause}}` | built from `slice` JSON by `build_where()` in JS |
-| `{{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 |
-| `{{value_incr}}` / `{{units_incr}}` | scale operation increments |
-| `{{pct}}` | scale mode: absolute or percentage |
-| `{{set_clause}}` | recode/clone dimension overrides |
-| `{{scale_factor}}` | clone multiplier |
-
-**Request-time flow:**
-1. Fetch SQL from `pf.sql` for `source_id` + `operation`
-2. Fetch `version.exclude_iters`, build `{{exclude_clause}}`
-3. Build `{{where_clause}}` from `slice` JSON via `build_where()`
-4. Substitute all tokens
-5. Execute — single round trip
-
-**WHERE clause safety:** `build_where()` validates every key in the slice against col_meta (only `role = 'dimension'` columns are permitted). Values are sanitized (escaped single quotes). No parameterization — consistent with existing projects, debuggable in Postgres logs.
-
---
-
-## Setup / Install Scripts
-
-```
-setup_sql/
-  01_schema.sql   -- CREATE SCHEMA pf; create all metadata tables (source, col_meta, version, log, sql)
-```
-
-Source registration, col_meta configuration, SQL generation, version creation, and forecast table DDL all happen via API.
-
---
-
-## API Routes
-
-### DB Browser
-
-| Method | Route | Description |
-|--------|-------|-------------|
-| GET | `/api/tables` | List all tables in the DB with row counts |
-| GET | `/api/tables/:schema/:tname/preview` | Preview columns + sample rows |
-
-### Source Management
-
-| Method | Route | Description |
-|--------|-------|-------------|
-| GET | `/api/sources` | List registered sources |
-| POST | `/api/sources` | Register a source table |
-| GET | `/api/sources/:id/cols` | Get col_meta for a source |
-| PUT | `/api/sources/:id/cols` | Save col_meta configuration |
-| POST | `/api/sources/:id/generate-sql` | Generate/regenerate all operation SQL into `pf.sql` |
-| GET | `/api/sources/:id/sql` | View generated SQL for a source (inspection/debug) |
-| DELETE | `/api/sources/:id` | Deregister a source (does not affect existing forecast tables) |
-
-### Forecast Versions
-
-| Method | Route | Description |
-|--------|-------|-------------|
-| GET | `/api/sources/:id/versions` | List versions for a source |
-| POST | `/api/sources/:id/versions` | Create a new version (CREATE TABLE for forecast table) |
-| PUT | `/api/versions/:id` | Update version (name, description, exclude_iters) |
-| POST | `/api/versions/:id/close` | Close a version (blocks further edits) |
-| POST | `/api/versions/:id/reopen` | Reopen a closed version |
-| DELETE | `/api/versions/:id` | Delete a version (DROP TABLE + delete log entries) |
-
-### Baseline & Reference Data
-
-| Method | Route | Description |
-|--------|-------|-------------|
-| 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 request body:**
-```json
-{
-  "date_from": "2024-01-01",
-  "date_to":   "2024-12-31",
-  "pf_user":   "admin",
-  "note":      "restated actuals",
-  "replay":    false
-}
-```
-
-`replay` controls behavior when incremental rows exist:
-
- `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
-
-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?"
-
-**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.
-
-**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` | Return all rows for this version (all iters including reference) |
-
-Returns flat array. AG Grid pivot runs client-side on this data.
-
-### Forecast Operations
-
-All operations share a common request envelope:
-
-```json
-{
-  "pf_user": "paul.trowbridge",
-  "note":    "optional comment",
-  "slice": {
-    "channel":   "WHS",
-    "geography": "WEST"
-  }
-}
-```
-
-`slice` keys must be `role = 'dimension'` columns per col_meta. Stored in `pf.log` as the implicit link to affected rows.
-
-#### Scale
-`POST /api/versions/:id/scale`
-
-```json
-{
-  "pf_user":    "paul.trowbridge",
-  "note":       "10% volume lift Q3 West",
-  "slice":      { "channel": "WHS", "geography": "WEST" },
-  "value_incr": null,
-  "units_incr": 5000,
-  "pct":        false
-}
-```
-
- `value_incr` / `units_incr` — absolute amounts to add (positive or negative). Either can be null.
- `pct: true` — treat as percentage of current slice total instead of absolute
- Excludes `exclude_iters` rows from the source selection
- Distributes increment proportionally across rows in the slice
- Inserts rows tagged `iter = 'scale'`
-
-#### Recode
-`POST /api/versions/:id/recode`
-
-```json
-{
-  "pf_user": "paul.trowbridge",
-  "note":    "Part discontinued, replaced by new SKU",
-  "slice":   { "part": "OLD-SKU-001" },
-  "set":     { "part": "NEW-SKU-002" }
-}
-```
-
- `set` — one or more dimension fields to replace (can swap multiple at once)
- Inserts negative rows to zero out the original slice
- Inserts positive rows with replaced dimension values
- Both sets of rows share the same `logid` — undone together
- Inserts rows tagged `iter = 'recode'`
-
-#### Clone
-`POST /api/versions/:id/clone`
-
-```json
-{
-  "pf_user": "paul.trowbridge",
-  "note":    "New customer win, similar profile to existing",
-  "slice":   { "customer": "EXISTING CO", "channel": "DIR" },
-  "set":     { "customer": "NEW CO" },
-  "scale":   0.75
-}
-```
-
- `set` — dimension values to override on cloned rows
- `scale` — optional multiplier on value/units (default 1.0)
- Does not offset original slice
- Inserts rows tagged `iter = 'clone'`
-
-### Audit & Undo
-
-| Method | Route | Description |
-|--------|-------|-------------|
-| GET | `/api/versions/:id/log` | List all log entries for a version, newest first |
-| DELETE | `/api/log/:logid` | Undo: delete all forecast rows with this logid, then delete log entry |
-
---
-
-## Frontend (Web UI)
-
-### Navigation (sidebar)
-
-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
-
-### Sources View
-
- 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
-
-### Versions View
-
- 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:**
-```
-┌──────────────────────────────────────────────────────────┐
-│  [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 ]                      │
-│                        │                                  │
-└────────────────────────┴─────────────────────────────────┘
-```
-
-**Interaction flow:**
-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`)
-
-**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.
-
---
-
-## Forecast SQL Patterns
-
-Column names baked in at generation time. Tokens substituted at request time.
-
-### Baseline / Reference Load
-
-```sql
-WITH ilog AS (
-    INSERT INTO pf.log (version_id, pf_user, operation, slice, params, note)
-    VALUES ({{version_id}}, '{{pf_user}}', '{{operation}}', 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},
-    '{{operation}}', (SELECT id FROM ilog), '{{pf_user}}', now()
-FROM
-    {schema}.{tname}
-WHERE
-    {date_col} BETWEEN '{{date_from}}' AND '{{date_to}}'
-```
-
-Baseline route also deletes existing `iter = 'baseline'` rows before inserting.
-
-### Scale
-
-```sql
-WITH ilog AS (
-    INSERT INTO pf.log (version_id, pf_user, operation, slice, params, note)
-    VALUES ({{version_id}}, '{{pf_user}}', 'scale', '{{slice}}'::jsonb, '{{params}}'::jsonb, '{{note}}')
-    RETURNING id
-)
-,base AS (
-    SELECT
-        {dimension_cols}, {date_col},
-        {value_col}, {units_col},
-        sum({value_col}) OVER () AS total_value,
-        sum({units_col}) OVER () AS total_units
-    FROM {{fc_table}}
-    WHERE {{where_clause}}
-    {{exclude_clause}}
-)
-INSERT INTO {{fc_table}} (
-    {dimension_cols}, {date_col}, {value_col}, {units_col},
-    iter, logid, pf_user, created_at
-)
-SELECT
-    {dimension_cols}, {date_col},
-    round(({value_col} / NULLIF(total_value, 0)) * {{value_incr}}, 2),
-    round(({units_col} / NULLIF(total_units, 0)) * {{units_incr}}, 5),
-    'scale', (SELECT id FROM ilog), '{{pf_user}}', now()
-FROM base
-```
-
-`{{value_incr}}` / `{{units_incr}}` are pre-computed in JS when `pct: true` (multiply slice total by pct).
-
-### Recode
-
-```sql
-WITH ilog AS (
-    INSERT INTO pf.log (version_id, pf_user, operation, slice, params, note)
-    VALUES ({{version_id}}, '{{pf_user}}', 'recode', '{{slice}}'::jsonb, '{{params}}'::jsonb, '{{note}}')
-    RETURNING id
-)
-,src AS (
-    SELECT {dimension_cols}, {date_col}, {value_col}, {units_col}
-    FROM {{fc_table}}
-    WHERE {{where_clause}}
-    {{exclude_clause}}
-)
-,negatives AS (
-    INSERT INTO {{fc_table}} ({dimension_cols}, {date_col}, {value_col}, {units_col}, iter, logid, pf_user, created_at)
-    SELECT {dimension_cols}, {date_col}, -{value_col}, -{units_col}, 'recode', (SELECT id FROM ilog), '{{pf_user}}', now()
-    FROM src
-)
-INSERT INTO {{fc_table}} ({dimension_cols}, {date_col}, {value_col}, {units_col}, iter, logid, pf_user, created_at)
-SELECT {{set_clause}}, {date_col}, {value_col}, {units_col}, 'recode', (SELECT id FROM ilog), '{{pf_user}}', now()
-FROM src
-```
-
-`{{set_clause}}` replaces the listed dimension columns with new values, passes others through unchanged.
-
-### Clone
-
-```sql
-WITH ilog AS (
-    INSERT INTO pf.log (version_id, pf_user, operation, slice, params, note)
-    VALUES ({{version_id}}, '{{pf_user}}', 'clone', '{{slice}}'::jsonb, '{{params}}'::jsonb, '{{note}}')
-    RETURNING id
-)
-INSERT INTO {{fc_table}} ({dimension_cols}, {date_col}, {value_col}, {units_col}, iter, logid, pf_user, created_at)
-SELECT
-    {{set_clause}}, {date_col},
-    round({value_col} * {{scale_factor}}, 2),
-    round({units_col} * {{scale_factor}}, 5),
-    'clone', (SELECT id FROM ilog), '{{pf_user}}', now()
-FROM {{fc_table}}
-WHERE {{where_clause}}
-{{exclude_clause}}
-```
-
-### Undo
-
-```sql
-DELETE FROM {{fc_table}} WHERE logid = {{logid}};
-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, 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. 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)
-
-1. Open **Forecast** view → select version
-2. Pivot loads — explore data, identify slice to adjust
-3. Select cells → Operation Panel populates with slice
-4. Choose operation → fill in parameters → Submit
-5. Grid refreshes — adjustment visible immediately
-6. Repeat as needed
-7. Admin closes version when forecasting is complete
-
---
-
-## Open Questions / Future Scope
-
- **Baseline replay** — re-execute change log against a restated baseline (`replay: true`); v1 returns 501
- **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)
- **Multi-DB sources** — currently assumes same DB; cross-DB would need connection config per source
--- a/public/app.js
+++ b/public/app.js
@ -375,10 +375,81 @@ function showLoadForm(op) {
    state.loadDataOp = op;
    document.getElementById('load-data-title').textContent =
        op === 'baseline' ? 'Load Baseline' : 'Load Reference';
-    document.getElementById('load-data-form').classList.remove('hidden');
+    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-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;
@ -391,10 +462,19 @@ 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}/${state.loadDataOp}`, body);
-        document.getElementById('load-data-form').classList.add('hidden');
+        hideLoadModal();
        showStatus(`${state.loadDataOp} loaded — ${result.rows_affected} rows`, 'success');
    } catch (err) {
        showStatus(err.message, 'error');
@ -451,6 +531,17 @@ function openForecast() {
 /* ============================================================
   FORECAST VIEW — data loading
   ============================================================ */
+function parseNumericRows(rows) {
+    const numericCols = state.colMeta
+        .filter(c => c.role === 'value' || c.role === 'units')
+        .map(c => c.cname);
+    return rows.map(row => {
+        const r = { ...row };
+        numericCols.forEach(col => { if (r[col] != null) r[col] = parseFloat(r[col]); });
+        return r;
+    });
+}
+
 async function loadForecastData() {
    if (!state.version) return;
    document.getElementById('forecast-label').textContent =
@ -462,14 +553,7 @@ async function loadForecastData() {
        }
        showStatus('Loading forecast data...', 'info');
        const rawData = await api('GET', `/versions/${state.version.id}/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;
-        });
+        const data = parseNumericRows(rawData);
        initPivotGrid(data);
        showStatus(`Loaded ${data.length.toLocaleString()} rows`, 'success');
    } catch (err) {
@ -695,7 +779,7 @@ async function submitScale() {
        document.getElementById('scale-value-incr').value = '';
        document.getElementById('scale-units-incr').value = '';
        document.getElementById('scale-note').value = '';
-        await loadForecastData();
+        state.grids.pivot.applyTransaction({ add: parseNumericRows(result.rows) });
    } catch (err) {
        showStatus(err.message, 'error');
    }
@ -721,7 +805,7 @@ 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 = ''; });
-        await loadForecastData();
+        state.grids.pivot.applyTransaction({ add: parseNumericRows(result.rows) });
    } catch (err) {
        showStatus(err.message, 'error');
    }
@ -750,7 +834,7 @@ 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';
-        await loadForecastData();
+        state.grids.pivot.applyTransaction({ add: parseNumericRows(result.rows) });
    } catch (err) {
        showStatus(err.message, 'error');
    }
@ -780,6 +864,8 @@ 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: '',
@ -875,9 +961,12 @@ document.addEventListener('DOMContentLoaded', () => {
    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', () => {
-        document.getElementById('load-data-form').classList.add('hidden');
-    });
+    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);

    // forecast view buttons
    document.getElementById('btn-forecast-refresh').addEventListener('click', loadForecastData);
--- a/public/index.html
+++ b/public/index.html
@ -94,18 +94,6 @@
                <button class="btn" id="vbtn-toggle">Close Version</button>
                <button class="btn btn-danger" id="vbtn-delete">Delete</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="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>

        <!-- ===== FORECAST VIEW ===== -->
@ -170,6 +158,54 @@
    </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">
--- a/public/styles.css
+++ b/public/styles.css
@ -312,6 +312,99 @@ 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; }
--- a/routes/operations.js
+++ b/routes/operations.js
@ -77,29 +77,31 @@ module.exports = function(pool) {
    // 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 { date_from, date_to, pf_user, note, replay } = req.body;
+        const { date_from, date_to, date_offset, 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' });
        }
+        const dateOffset = date_offset || '0 days';
        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({ date_from, date_to })),
-                date_from:  esc(date_from),
-                date_to:    esc(date_to)
+                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_offset: dateOffset })),
+                date_from:   esc(date_from),
+                date_to:     esc(date_to),
+                date_offset: esc(dateOffset)
            });

            const result = await runSQL(sql);
-            res.json(result.rows[0]);
+            res.json({ rows_affected: result.rows.length });
        } catch (err) {
            console.error(err);
            res.status(err.status || 500).json({ error: err.message });
@ -127,7 +129,7 @@ module.exports = function(pool) {
            });

            const result = await runSQL(sql);
-            res.json(result.rows[0]);
+            res.json({ rows: result.rows, rows_affected: result.rows.length });
        } catch (err) {
            console.error(err);
            res.status(err.status || 500).json({ error: err.message });
@ -183,7 +185,7 @@ module.exports = function(pool) {
            });

            const result = await runSQL(sql);
-            res.json(result.rows[0]);
+            res.json({ rows: result.rows, rows_affected: result.rows.length });
        } catch (err) {
            console.error(err);
            res.status(err.status || 500).json({ error: err.message });
@ -218,7 +220,7 @@ module.exports = function(pool) {
            });

            const result = await runSQL(sql);
-            res.json(result.rows[0]);
+            res.json({ rows: result.rows, rows_affected: result.rows.length });
        } catch (err) {
            console.error(err);
            res.status(err.status || 500).json({ error: err.message });
@ -255,7 +257,7 @@ module.exports = function(pool) {
            });

            const result = await runSQL(sql);
-            res.json(result.rows[0]);
+            res.json({ rows: result.rows, rows_affected: result.rows.length });
        } catch (err) {
            console.error(err);
            res.status(err.status || 500).json({ error: err.message });
Author	SHA1	Message	Date
Paul Trowbridge	6d8b052eb6	Add date offset to baseline — project actuals into forecast period The baseline operation now accepts a date_offset interval (e.g. "1 year", "6 months") and applies it to every date when inserting rows, shifting historical actuals into the target forecast period. SQL: {date_col} + '{{date_offset}}'::interval)::date at insert time. Route: defaults to '0 days' if omitted so existing calls are unaffected. UI: year/month spinners with a live before→after month chip preview so the projected landing period is visible before submitting. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-04-01 12:48:28 -04:00
Paul Trowbridge	ddd16bc7a0	Show params column in log grid Exposes the stored params (e.g. date_from/date_to for baseline/reference) so the date range used in each operation is visible in the log. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-04-01 12:28:03 -04:00
Paul Trowbridge	10441a4761	Show baseline/reference form in a modal with live month preview Replaces the small inline form with a centred modal dialog. When both dates are selected, a live chip list shows every month covered (up to 36 months) so it is immediately clear what periods will be loaded. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-04-01 12:24:20 -04:00
Paul Trowbridge	cfee3e96b9	Return inserted rows from change operations for incremental grid updates Instead of re-fetching all forecast data after scale/recode/clone/reference, the routes now return the inserted rows directly. The frontend uses ag-Grid's applyTransaction to add only the new rows, eliminating the full reload round-trip. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-04-01 12:04:28 -04:00