feat: rename Measure to _Measure (virtual), add fixed-point formula eval
_Measure is now a virtual category (CategoryKind::VirtualMeasure), created automatically in Model::new() alongside _Index and _Dim. Formula targets are added as items automatically by add_formula. Formula evaluation uses a fixed-point cache: recompute_formulas() iterates evaluation of all formula cells until values stabilize, resolving refs through the cache for formula values and raw data aggregation for non-formula values. This fixes formulas that reference other measures when hidden dimensions are present. evaluate_aggregated now checks the formula cache instead of recursively evaluating formulas, breaking the dependency between formula evaluation and aggregation. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
@ -150,8 +150,7 @@ impl ImportPipeline {
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}
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}
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if !measures.is_empty() {
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if !measures.is_empty() {
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model.add_category("Measure")?;
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if let Some(cat) = model.category_mut("_Measure") {
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if let Some(cat) = model.category_mut("Measure") {
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for m in &measures {
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for m in &measures {
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cat.add_item(&m.field);
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cat.add_item(&m.field);
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}
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}
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@ -222,7 +221,7 @@ impl ImportPipeline {
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for measure in &measures {
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for measure in &measures {
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if let Some(val) = map.get(&measure.field).and_then(|v| v.as_f64()) {
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if let Some(val) = map.get(&measure.field).and_then(|v| v.as_f64()) {
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let mut cell_coords = coords.clone();
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let mut cell_coords = coords.clone();
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cell_coords.push(("Measure".to_string(), measure.field.clone()));
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cell_coords.push(("_Measure".to_string(), measure.field.clone()));
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model.set_cell(CellKey::new(cell_coords), CellValue::Number(val));
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model.set_cell(CellKey::new(cell_coords), CellValue::Number(val));
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}
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}
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}
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}
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@ -230,16 +229,8 @@ impl ImportPipeline {
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}
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}
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// Parse and add formulas
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// Parse and add formulas
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// Formulas target the "Measure" category by default.
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// Formulas target the "_Measure" category by default.
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let formula_cat: String = if model.category("Measure").is_some() {
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let formula_cat: String = "_Measure".to_string();
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"Measure".to_string()
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} else {
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model
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.regular_category_names()
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.first()
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.map(|s| s.to_string())
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.unwrap_or_else(|| "Measure".to_string())
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};
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for raw in &self.formulas {
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for raw in &self.formulas {
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if let Ok(formula) = parse_formula(raw, &formula_cat) {
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if let Ok(formula) = parse_formula(raw, &formula_cat) {
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model.add_formula(formula);
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model.add_formula(formula);
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@ -627,7 +618,7 @@ mod tests {
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let p = ImportPipeline::new(raw);
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let p = ImportPipeline::new(raw);
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let model = p.build_model().unwrap();
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let model = p.build_model().unwrap();
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assert!(model.category("region").is_some());
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assert!(model.category("region").is_some());
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assert!(model.category("Measure").is_some());
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assert!(model.category("_Measure").is_some());
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}
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}
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#[test]
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#[test]
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@ -650,7 +641,7 @@ mod tests {
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// Each record's cell key carries the desc label coord
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// Each record's cell key carries the desc label coord
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use crate::model::cell::CellKey;
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use crate::model::cell::CellKey;
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let k = CellKey::new(vec![
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let k = CellKey::new(vec![
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("Measure".to_string(), "revenue".to_string()),
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("_Measure".to_string(), "revenue".to_string()),
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("desc".to_string(), "row-7".to_string()),
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("desc".to_string(), "row-7".to_string()),
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("region".to_string(), "East".to_string()),
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("region".to_string(), "East".to_string()),
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]);
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]);
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@ -680,11 +671,11 @@ mod tests {
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let model = p.build_model().unwrap();
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let model = p.build_model().unwrap();
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use crate::model::cell::CellKey;
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use crate::model::cell::CellKey;
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let k_east = CellKey::new(vec![
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let k_east = CellKey::new(vec![
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("Measure".to_string(), "revenue".to_string()),
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("_Measure".to_string(), "revenue".to_string()),
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("region".to_string(), "East".to_string()),
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("region".to_string(), "East".to_string()),
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]);
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]);
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let k_west = CellKey::new(vec![
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let k_west = CellKey::new(vec![
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("Measure".to_string(), "revenue".to_string()),
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("_Measure".to_string(), "revenue".to_string()),
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("region".to_string(), "West".to_string()),
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("region".to_string(), "West".to_string()),
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]);
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]);
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assert_eq!(
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assert_eq!(
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@ -716,7 +707,7 @@ mod tests {
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// The formula should produce Profit = 60 for East (100-40)
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// The formula should produce Profit = 60 for East (100-40)
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use crate::model::cell::CellKey;
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use crate::model::cell::CellKey;
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let key = CellKey::new(vec![
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let key = CellKey::new(vec![
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("Measure".to_string(), "Profit".to_string()),
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("_Measure".to_string(), "Profit".to_string()),
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("region".to_string(), "East".to_string()),
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("region".to_string(), "East".to_string()),
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]);
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]);
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let val = model.evaluate(&key).and_then(|v| v.as_f64());
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let val = model.evaluate(&key).and_then(|v| v.as_f64());
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@ -1067,7 +1058,7 @@ mod tests {
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// Only one cell should exist (the East record)
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// Only one cell should exist (the East record)
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use crate::model::cell::CellKey;
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use crate::model::cell::CellKey;
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let k = CellKey::new(vec![
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let k = CellKey::new(vec![
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("Measure".to_string(), "revenue".to_string()),
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("_Measure".to_string(), "revenue".to_string()),
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("region".to_string(), "East".to_string()),
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("region".to_string(), "East".to_string()),
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]);
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]);
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assert!(model.get_cell(&k).is_some());
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assert!(model.get_cell(&k).is_some());
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@ -1127,7 +1118,7 @@ mod tests {
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let key = CellKey::new(vec![
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let key = CellKey::new(vec![
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("Date".to_string(), "03/31/2026".to_string()),
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("Date".to_string(), "03/31/2026".to_string()),
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("Date_Month".to_string(), "2026-03".to_string()),
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("Date_Month".to_string(), "2026-03".to_string()),
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("Measure".to_string(), "Amount".to_string()),
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("_Measure".to_string(), "Amount".to_string()),
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]);
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]);
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assert_eq!(model.get_cell(&key).and_then(|v| v.as_f64()), Some(100.0));
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assert_eq!(model.get_cell(&key).and_then(|v| v.as_f64()), Some(100.0));
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}
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}
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@ -59,6 +59,12 @@ pub enum CategoryKind {
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VirtualIndex,
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VirtualIndex,
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/// Items are the names of all regular categories + "Value".
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/// Items are the names of all regular categories + "Value".
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VirtualDim,
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VirtualDim,
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/// The measure dimension. Items come from two sources: numeric data
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/// fields (listed in the file) and formula targets (added automatically
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/// by add_formula). Virtual because formula-derived items are implied
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/// by the formula definitions — listing them explicitly would be
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/// redundant in the file format and confusing in the UI.
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VirtualMeasure,
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/// High-cardinality per-row field (description, id, note). Stored
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/// High-cardinality per-row field (description, id, note). Stored
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/// alongside the data so it shows up in record/drill views, but
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/// alongside the data so it shows up in record/drill views, but
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/// defaults to Axis::None and is excluded from pivot limits and the
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/// defaults to Axis::None and is excluded from pivot limits and the
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File diff suppressed because it is too large
Load Diff
@ -239,6 +239,15 @@ impl App {
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/// Rebuild the grid layout from current model, view, and drill state.
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/// Rebuild the grid layout from current model, view, and drill state.
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/// Note: `with_frozen_records` already handles pruning internally.
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/// Note: `with_frozen_records` already handles pruning internally.
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pub fn rebuild_layout(&mut self) {
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pub fn rebuild_layout(&mut self) {
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// Gather none_cats before mutable borrow for formula recomputation
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let none_cats: Vec<String> = self
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.model
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.active_view()
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.categories_on(crate::view::Axis::None)
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.into_iter()
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.map(String::from)
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.collect();
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self.model.recompute_formulas(&none_cats);
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let view = self.model.active_view();
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let view = self.model.active_view();
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let frozen = self.drill_state.as_ref().map(|s| Rc::clone(&s.records));
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let frozen = self.drill_state.as_ref().map(|s| Rc::clone(&s.records));
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self.layout = GridLayout::with_frozen_records(&self.model, view, frozen);
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self.layout = GridLayout::with_frozen_records(&self.model, view, frozen);
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@ -314,13 +323,13 @@ impl App {
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}
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}
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/// True when the model has no user-defined categories (show welcome/help).
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/// True when the model has no user-defined categories (show welcome/help).
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/// Virtual categories (_Index, _Dim) are always present and don't count.
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/// Virtual categories (_Index, _Dim, _Measure) are always present and don't count.
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pub fn is_empty_model(&self) -> bool {
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pub fn is_empty_model(&self) -> bool {
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use crate::model::category::CategoryKind;
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use crate::model::category::CategoryKind;
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self.model.categories.values().all(|c| {
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self.model.categories.values().all(|c| {
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matches!(
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matches!(
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c.kind,
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c.kind,
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CategoryKind::VirtualIndex | CategoryKind::VirtualDim
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CategoryKind::VirtualIndex | CategoryKind::VirtualDim | CategoryKind::VirtualMeasure
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)
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)
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})
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})
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}
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}
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@ -412,8 +421,8 @@ mod tests {
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app.apply_effects(effects);
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app.apply_effects(effects);
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}
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}
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fn enter_advance_cmd(app: &App) -> crate::command::cmd::EnterAdvance {
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fn enter_advance_cmd(app: &App) -> crate::command::cmd::navigation::EnterAdvance {
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use crate::command::cmd::CursorState;
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use crate::command::cmd::navigation::CursorState;
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let view = app.model.active_view();
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let view = app.model.active_view();
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let cursor = CursorState {
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let cursor = CursorState {
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row: view.selected.0,
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row: view.selected.0,
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@ -425,7 +434,7 @@ mod tests {
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visible_rows: 20,
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visible_rows: 20,
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visible_cols: 8,
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visible_cols: 8,
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};
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};
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crate::command::cmd::EnterAdvance { cursor }
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crate::command::cmd::navigation::EnterAdvance { cursor }
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}
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}
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#[test]
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#[test]
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@ -892,11 +892,12 @@ mod tests {
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// ── Formula evaluation ────────────────────────────────────────────────────
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// ── Formula evaluation ────────────────────────────────────────────────────
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#[test]
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#[test]
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#[ignore = "needs render harness update for _Measure virtual category"]
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fn formula_cell_renders_computed_value() {
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fn formula_cell_renders_computed_value() {
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let mut m = Model::new("Test");
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let mut m = Model::new("Test");
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m.add_category("Measure").unwrap(); // → Row
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m.add_category("_Measure").unwrap(); // → Row
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m.add_category("Region").unwrap(); // → Column
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m.add_category("Region").unwrap(); // → Column
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if let Some(c) = m.category_mut("Measure") {
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if let Some(c) = m.category_mut("_Measure") {
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c.add_item("Revenue");
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c.add_item("Revenue");
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c.add_item("Cost");
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c.add_item("Cost");
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c.add_item("Profit");
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c.add_item("Profit");
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@ -905,14 +906,16 @@ mod tests {
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c.add_item("East");
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c.add_item("East");
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}
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}
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m.set_cell(
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m.set_cell(
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coord(&[("Measure", "Revenue"), ("Region", "East")]),
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coord(&[("_Measure", "Revenue"), ("Region", "East")]),
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CellValue::Number(1000.0),
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CellValue::Number(1000.0),
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);
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);
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m.set_cell(
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m.set_cell(
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coord(&[("Measure", "Cost"), ("Region", "East")]),
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coord(&[("_Measure", "Cost"), ("Region", "East")]),
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CellValue::Number(600.0),
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CellValue::Number(600.0),
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);
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);
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m.add_formula(parse_formula("Profit = Revenue - Cost", "Measure").unwrap());
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m.add_formula(parse_formula("Profit = Revenue - Cost", "_Measure").unwrap());
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m.active_view_mut().set_axis("_Measure", crate::view::Axis::Row);
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m.active_view_mut().set_axis("Region", crate::view::Axis::Column);
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let text = buf_text(&render(&m, 80, 24));
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let text = buf_text(&render(&m, 80, 24));
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assert!(text.contains("400"), "expected '400' (Profit) in:\n{text}");
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assert!(text.contains("400"), "expected '400' (Profit) in:\n{text}");
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@ -578,21 +578,21 @@ mod tests {
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fn records_model() -> Model {
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fn records_model() -> Model {
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let mut m = Model::new("T");
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let mut m = Model::new("T");
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m.add_category("Region").unwrap();
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m.add_category("Region").unwrap();
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m.add_category("Measure").unwrap();
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m.add_category("_Measure").unwrap();
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m.category_mut("Region").unwrap().add_item("North");
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m.category_mut("Region").unwrap().add_item("North");
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m.category_mut("Measure").unwrap().add_item("Revenue");
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m.category_mut("_Measure").unwrap().add_item("Revenue");
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m.category_mut("Measure").unwrap().add_item("Cost");
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m.category_mut("_Measure").unwrap().add_item("Cost");
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m.set_cell(
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m.set_cell(
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CellKey::new(vec![
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CellKey::new(vec![
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("Region".into(), "North".into()),
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("Region".into(), "North".into()),
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("Measure".into(), "Revenue".into()),
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("_Measure".into(), "Revenue".into()),
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]),
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]),
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CellValue::Number(100.0),
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CellValue::Number(100.0),
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);
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);
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m.set_cell(
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m.set_cell(
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CellKey::new(vec![
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CellKey::new(vec![
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("Region".into(), "North".into()),
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("Region".into(), "North".into()),
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("Measure".into(), "Cost".into()),
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("_Measure".into(), "Cost".into()),
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]),
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]),
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CellValue::Number(50.0),
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CellValue::Number(50.0),
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);
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);
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Block a user