Paul Trowbridge
5acac2738a
The bridge filtered on exclude_iters, so it dropped every reference row --
including Open Orders, which is loaded as reference precisely so nothing
adjusts it and is still part of the forecast. Membership is pf_bucket now,
which is the axis that answers this question; pf_iter answers a different
one.
What you compare against depends on what you are building: an AOP is built
off a prior period, a forecast off an update to the AOP. So the basis is
chosen rather than assumed, and the walk stays exact either way because
Forecast - Basis = (Forecast loads - Basis) + adjustments
The opening step is that first term, every tagged adjustment explains the
rest, and the bars sum to the endpoint by construction. No residual to
explain away -- which is what a bridge from prior year to forecast would
otherwise be, since the adjustments describe movement from the forecast's
own loads and not from last year.
With no basis it is the composition instead: the forecast's loads as the
opening anchor, then the adjustments. The picker only appears once something
carries a bucket, so a version that has not been labelled behaves as before.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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