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Paul Trowbridge 518a0ca5ba Clone from a named segment, shifted, with period dimensions re-derived
Three changes, one feature: a period with no baseline borrows a shape from
prior year or plan.

The generator handled one date group. sql_generator.js used find(), so a
source with order, requested and ship date groups derived the order one and
copied the other two raw -- shifted dates against unshifted period labels.
Every group now gets its own join, and they are LEFT rather than inner: an
order that has not shipped has no ship date, and an inner join would have
dropped the row from the load entirely rather than leaving its period
columns empty. dateGroupsOf() is now shared, like grainOf, so the routes and
the generator agree on membership and on join aliases.

Clone carries every date column rather than only the primary one, since it
is the operation that moves rows through time, and re-derives the period
dimensions from pf.dim_period against the shifted date instead of copying
them from the row being cloned.

from_logid names the segment to copy from, replacing the exclude clause for
that one entry rather than widening it. Rows written stay pf_iter = 'clone',
so scale applies to them afterwards as a second step.

set is no longer required: copying a segment forward unchanged is a
reasonable thing to ask for.

Needs dim_period_col set in Setup (fisc_year on oseas/rseas/sseas_e,
fisc_month_abbr on omon/rmon/smon_e) and Generate SQL.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-17 01:21:29 -04:00
lib Clone from a named segment, shifted, with period dimensions re-derived 2026-09-17 01:21:29 -04:00
public Add UX mockup and update spec with navigation direction 2026-04-25 14:56:29 -04:00
routes Clone from a named segment, shifted, with period dimensions re-derived 2026-09-17 01:21:29 -04:00
setup_sql Let a segment say what it counts toward, and pivot on it 2026-09-17 00:59:00 -04:00
ui Clone from a named segment, shifted, with period dimensions re-derived 2026-09-17 01:21:29 -04:00
.env.example Put the app behind a login 2026-09-14 22:20:25 -04:00
.gitignore Refresh lockfiles and keep .env backups out of the tree 2026-09-16 17:45:58 -04:00
CLAUDE.md Correct what is_key does, and record the trap in it 2026-09-17 00:47:20 -04:00
install.sh Put the app behind a login 2026-09-14 22:20:25 -04:00
package-lock.json Refresh lockfiles and keep .env backups out of the tree 2026-09-16 17:45:58 -04:00
package.json Put the app behind a login 2026-09-14 22:20:25 -04:00
PERSPECTIVE.md Load Perspective from bundle, not CDN; pin all packages at 5.2.0 2026-08-17 21:30:19 -04:00
pf_perspective_options.md Record DuckDB virtual-server spike findings; choose display-grain pre-aggregation 2026-08-17 21:47:55 -04:00
pf_spec.md Merge feature/static-grain: display-grain pre-aggregation 2026-09-16 18:08:20 -04:00
pf.sh Put the app behind a login 2026-09-14 22:20:25 -04:00
server.js Put the app behind a login 2026-09-14 22:20:25 -04:00