Paul Trowbridge
55814ee0d5
Forecast operations could only act on one clicked row at a time, and the
panel that drove them separated the numbers you were reading from the
inputs that changed them. This reworks both, and adds initiative tags so
a version's history can be read as a bridge.
Operations
- Accept `slices` (array) alongside the legacy single `slice`, with
apply_mode 'prorate' (one pool) or 'each' (independent per slice).
- buildWhereAny() ORs the slices into one predicate. A union of slices
cannot be flattened into per-column IN lists without over-selecting,
and the result is parenthesised so the appended exclude clause does not
bind wrong.
- resolveIncrs() now resolves each measure independently: target, percent
or change amount per measure, so a target on value and a percent on
units can be submitted together. Replaces the single global `mode`.
- target_basis chooses what a target measures against: only the rows an
operation can write, or everything the pivot shows for the slice.
Excluded iters are visible in the grid but immovable, so a target set
against the visible total previously overshot by their contribution.
Two latent bugs surfaced by the above, both pre-existing:
- A slice naming no filterable column reduced to TRUE and applied the
operation to the entire version. Now rejected on all three operations.
- Prorating across a pool that nets to ~zero multiplies each row's share
by an exploding factor, sending rows to extreme opposite values to hit
the target. Refused when the net falls below 1% of gross.
Tags and the bridge
- pf.log gains a nullable `tag`, written by a follow-up UPDATE rather
than through the generated SQL: those templates are stored per source
in pf.sql, so a {{tag}} token would strand any source that had not
re-run "Generate SQL".
- Tag is editable after the fact in the change log, with completion from
tags already used on the source. PATCH branches on whether a field was
sent, so a tag can be cleared as well as set.
- BridgeView renders the walk from baseline to current as a waterfall,
one step per tag, scoped to the selection, the pivot's filters, or the
whole version. Computed from the loaded Perspective table so the
figures always reconcile with what is on screen; overlapping slices are
deduped by pf_id to match the OR semantics operations use.
- Colour is a polarity job, so it uses the validated diverging pair
(blue/red, CVD dE 21.6) with neutral anchors, not categorical hues.
Every bar is directly labelled and a table view is available.
Panel
- Extracted to OperationPanel; the scale form is one continuous ledger:
baseline, each adjustment, current, then New value / Change / % change
as three interchangeable editable rows. Typing in any one derives the
others, which removes the target/delta/percent mode toggle entirely.
- Dockable bottom, right, or floating (drag to move, grip to resize), and
closable via header, Esc, or the toolbar. Placement persists.
- Controls no longer stretch to the dock width, and text contrast now
clears WCAG AA against white throughout.
Also: the status bar names the physical table writes land in, with live
row counts; and the pivot's expand depth is re-applied when the tab
regains focus, since Perspective rebuilds its view on redraw and a
ROLLUP view with no depth set renders fully expanded.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01W1TQiBYZbbWWkMNoCtUd8M
76 lines
3.0 KiB
SQL
76 lines
3.0 KiB
SQL
-- Pivot Forecast schema install
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-- Run once against target database: psql -d <db> -f setup_sql/01_schema.sql
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CREATE SCHEMA IF NOT EXISTS pf;
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CREATE TABLE IF NOT EXISTS pf.source (
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id serial PRIMARY KEY,
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schema text NOT NULL,
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tname text NOT NULL,
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label text,
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status text NOT NULL DEFAULT 'active', -- active | archived
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default_layout jsonb, -- Perspective view config used as the per-source default
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created_at timestamptz NOT NULL DEFAULT now(),
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created_by text,
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UNIQUE (schema, tname)
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);
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-- backfill columns for existing installs
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ALTER TABLE pf.source ADD COLUMN IF NOT EXISTS default_layout jsonb;
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ALTER TABLE pf.col_meta ADD COLUMN IF NOT EXISTS dim_group text;
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ALTER TABLE pf.col_meta ADD COLUMN IF NOT EXISTS dim_period_col text;
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-- pf.dim_period: run setup_sql/gen_dim_period.sql to create and populate
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CREATE TABLE IF NOT EXISTS pf.col_meta (
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id serial PRIMARY KEY,
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source_id integer NOT NULL REFERENCES pf.source(id) ON DELETE CASCADE,
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cname text NOT NULL,
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label text,
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role text NOT NULL DEFAULT 'ignore', -- dimension | value | units | date | ignore
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is_key boolean NOT NULL DEFAULT false, -- true = usable in WHERE slice
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opos integer,
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UNIQUE (source_id, cname)
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);
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CREATE TABLE IF NOT EXISTS pf.version (
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id serial PRIMARY KEY,
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source_id integer NOT NULL REFERENCES pf.source(id) ON DELETE RESTRICT,
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name text NOT NULL,
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description text,
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status text NOT NULL DEFAULT 'open', -- open | closed
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exclude_iters jsonb NOT NULL DEFAULT '["reference"]'::jsonb,
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created_at timestamptz NOT NULL DEFAULT now(),
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created_by text,
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closed_at timestamptz,
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closed_by text,
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UNIQUE (source_id, name)
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);
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CREATE TABLE IF NOT EXISTS pf.log (
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id bigserial PRIMARY KEY,
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version_id integer NOT NULL REFERENCES pf.version(id) ON DELETE CASCADE,
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pf_user text NOT NULL,
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stamp timestamptz NOT NULL DEFAULT now(),
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operation text NOT NULL, -- baseline | reference | scale | recode | clone
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slice jsonb,
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params jsonb,
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note text,
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tag text -- initiative label, e.g. 'reduce_spend'; groups
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-- adjustments into a bridge from baseline to current
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);
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-- adding tags to an install that predates them
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ALTER TABLE pf.log ADD COLUMN IF NOT EXISTS tag text;
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CREATE INDEX IF NOT EXISTS log_tag_idx ON pf.log (tag) WHERE tag IS NOT NULL;
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-- generated operation SQL per source, stored after col_meta is configured
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CREATE TABLE IF NOT EXISTS pf.sql (
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id serial PRIMARY KEY,
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source_id integer NOT NULL REFERENCES pf.source(id) ON DELETE CASCADE,
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operation text NOT NULL, -- get_data | baseline | reference | scale | recode | clone | undo
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sql text NOT NULL,
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generated_at timestamptz NOT NULL DEFAULT now(),
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UNIQUE (source_id, operation)
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);
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