pf_app/routes/log.js
Paul Trowbridge 0049a391c0 Let a segment say what it counts toward, and pivot on it
There was no way to express "these segments together are the forecast".
pf_iter cannot say it: it answers whether operations may write to a row, and
Open Orders is loaded as reference precisely so nothing adjusts it while
still being part of the forecast number. The two questions are independent,
so one cannot be derived from the other.

pf.log.bucket is the second axis. Free text with suggestions -- Forecast,
Prior Year, Prior Prior Year, Plan -- rather than an enum, so another banner
needs no migration. Blank by default, falling back in the pivot to the
segment's own name, so nothing changes until something is labelled.

/data and /agg emit it as pf_bucket beside pf_segment, through the pf.log
join that is already there. Set it per segment in the Baseline list, which is
where loads live now that the change log only shows adjustments.

Needs 01_schema.sql for the column and Generate SQL for /agg to select it.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-17 00:59:00 -04:00

164 lines
7.6 KiB
JavaScript

const express = require('express');
const { grainOf } = require('../lib/sql_generator');
const { fcTable } = require('../lib/utils');
module.exports = function(pool) {
const router = express.Router();
// list log entries for a version, newest first, with row counts and value/units totals
router.get('/versions/:id/log', async (req, res) => {
const versionId = parseInt(req.params.id);
try {
const verResult = await pool.query(
`SELECT v.*, s.tname, s.id AS source_id 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 { tname, source_id } = verResult.rows[0];
const table = fcTable(tname, versionId);
const colMeta = await pool.query(
`SELECT cname, role FROM pf.col_meta WHERE source_id = $1 AND role IN ('value', 'units')`,
[source_id]
);
const valueCol = colMeta.rows.find(c => c.role === 'value')?.cname;
const unitsCol = colMeta.rows.find(c => c.role === 'units')?.cname;
const aggCols = [
`count(f.pf_id)::int AS row_count`,
valueCol ? `sum(f."${valueCol}")::float8 AS value_total` : `NULL::float8 AS value_total`,
unitsCol ? `sum(f."${unitsCol}")::float8 AS units_total` : `NULL::float8 AS units_total`
].join(', ');
// ?kind=adjustments drops the baseline and reference entries. That is not
// only about what gets listed: the aggregate below joins the whole
// forecast table, and on a real version the load entries own almost
// every row of it -- 2.5M against a few thousand for the adjustments.
// Filtering in the WHERE keeps them out of the join rather than
// totalling them and discarding the answer.
const adjustmentsOnly = req.query.kind === 'adjustments';
const opFilter = adjustmentsOnly
? `AND l.operation NOT IN ('baseline', 'reference')`
: '';
const result = await pool.query(`
SELECT l.*, ${aggCols},
$2::text AS value_col,
$3::text AS units_col
FROM pf.log l
LEFT JOIN ${table} f ON f.pf_logid = l.id
WHERE l.version_id = $1
${opFilter}
GROUP BY l.id
ORDER BY l.id DESC
`, [versionId, valueCol || null, unitsCol || null]);
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, v.source_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);
// In grain mode the client's table is indexed on pf_gkey, so undo has to
// report the grain keys to remove rather than raw pf_ids. The keys are
// distinct while rows_deleted still counts the raw rows removed.
const colMeta = await pool.query(
`SELECT cname, role, in_grain, opos FROM pf.col_meta WHERE source_id = $1 ORDER BY opos`,
[log.source_id]
);
const grain = grainOf(colMeta.rows);
const client = await pool.connect();
try {
await client.query('BEGIN');
const deleted = grain
? await client.query(`
WITH
del AS (
DELETE FROM ${table}
WHERE pf_logid = $1
RETURNING ${grain.groupCols().join(', ')}
)
SELECT
count(*)::int AS rows_deleted
,array_agg(DISTINCT ${grain.key()}) AS pf_gkeys
FROM del
`, [logId])
: 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(grain
? {
rows_deleted: deleted.rows[0].rows_deleted,
pf_gkeys: deleted.rows[0].pf_gkeys || []
}
: {
rows_deleted: deleted.rowCount,
pf_ids: deleted.rows.map(r => r.pf_id)
});
} 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 and/or tag on a log entry. Both are annotations — they never
// affect the forecast rows — so they stay editable after the fact, including on
// a closed version, where relabelling history is still legitimate.
router.patch('/log/:logid', async (req, res) => {
const logId = parseInt(req.params.logid);
const { note, tag, bucket } = req.body;
if (note === undefined && tag === undefined && bucket === undefined) {
return res.status(400).json({ error: 'Nothing to update — send note, tag and/or bucket' });
}
try {
// COALESCE on the flag, not the value: an explicit null or '' must be
// able to clear a field, which COALESCE on the value alone would ignore
const result = await pool.query(
`UPDATE pf.log SET
note = CASE WHEN $2::bool THEN $3::text ELSE note END,
tag = CASE WHEN $4::bool THEN $5::text ELSE tag END,
bucket = CASE WHEN $6::bool THEN $7::text ELSE bucket END
WHERE id = $1 RETURNING *`,
[
logId,
note !== undefined, note === undefined ? null : (String(note).trim() || null),
tag !== undefined, tag === undefined ? null : (String(tag).trim() || null),
bucket !== undefined, bucket === undefined ? null : (String(bucket).trim() || null),
]
);
if (!result.rows.length) return res.status(404).json({ error: 'Log entry not found' });
res.json(result.rows[0]);
} catch (err) {
console.error(err);
res.status(err.status || 500).json({ error: err.message });
}
});
return router;
};