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feat: rename Measure to _Measure (virtual), add fixed-point formula eval

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_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:
Edward Langley
2026-04-09 02:39:06 -07:00
parent fd69126cdc
commit 23a876d556
6 changed files with 465 additions and 210 deletions
Download Patch File Download Diff File Expand all files Collapse all files

31
src/import/wizard.rs
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@ -150,8 +150,7 @@ impl ImportPipeline {
}
if !measures.is_empty() {
model.add_category("Measure")?;
if let Some(cat) = model.category_mut("Measure") {
if let Some(cat) = model.category_mut("_Measure") {
for m in &measures {
cat.add_item(&m.field);
}
@ -222,7 +221,7 @@ impl ImportPipeline {
for measure in &measures {
if let Some(val) = map.get(&measure.field).and_then(|v| v.as_f64()) {
let mut cell_coords = coords.clone();
cell_coords.push(("Measure".to_string(), measure.field.clone()));
cell_coords.push(("_Measure".to_string(), measure.field.clone()));
model.set_cell(CellKey::new(cell_coords), CellValue::Number(val));
}
}
@ -230,16 +229,8 @@ impl ImportPipeline {
}
// Parse and add formulas
// Formulas target the "Measure" category by default.
let formula_cat: String = if model.category("Measure").is_some() {
"Measure".to_string()
} else {
model
.regular_category_names()
.first()
.map(|s| s.to_string())
.unwrap_or_else(|| "Measure".to_string())
};
// Formulas target the "_Measure" category by default.
let formula_cat: String = "_Measure".to_string();
for raw in &self.formulas {
if let Ok(formula) = parse_formula(raw, &formula_cat) {
model.add_formula(formula);
@ -627,7 +618,7 @@ mod tests {
let p = ImportPipeline::new(raw);
let model = p.build_model().unwrap();
assert!(model.category("region").is_some());
assert!(model.category("Measure").is_some());
assert!(model.category("_Measure").is_some());
}
#[test]
@ -650,7 +641,7 @@ mod tests {
// Each record's cell key carries the desc label coord
use crate::model::cell::CellKey;
let k = CellKey::new(vec![
("Measure".to_string(), "revenue".to_string()),
("_Measure".to_string(), "revenue".to_string()),
("desc".to_string(), "row-7".to_string()),
("region".to_string(), "East".to_string()),
]);
@ -680,11 +671,11 @@ mod tests {
let model = p.build_model().unwrap();
use crate::model::cell::CellKey;
let k_east = CellKey::new(vec![
("Measure".to_string(), "revenue".to_string()),
("_Measure".to_string(), "revenue".to_string()),
("region".to_string(), "East".to_string()),
]);
let k_west = CellKey::new(vec![
("Measure".to_string(), "revenue".to_string()),
("_Measure".to_string(), "revenue".to_string()),
("region".to_string(), "West".to_string()),
]);
assert_eq!(
@ -716,7 +707,7 @@ mod tests {
// The formula should produce Profit = 60 for East (100-40)
use crate::model::cell::CellKey;
let key = CellKey::new(vec![
("Measure".to_string(), "Profit".to_string()),
("_Measure".to_string(), "Profit".to_string()),
("region".to_string(), "East".to_string()),
]);
let val = model.evaluate(&key).and_then(|v| v.as_f64());
@ -1067,7 +1058,7 @@ mod tests {
// Only one cell should exist (the East record)
use crate::model::cell::CellKey;
let k = CellKey::new(vec![
("Measure".to_string(), "revenue".to_string()),
("_Measure".to_string(), "revenue".to_string()),
("region".to_string(), "East".to_string()),
]);
assert!(model.get_cell(&k).is_some());
@ -1127,7 +1118,7 @@ mod tests {
let key = CellKey::new(vec![
("Date".to_string(), "03/31/2026".to_string()),
("Date_Month".to_string(), "2026-03".to_string()),
("Measure".to_string(), "Amount".to_string()),
("_Measure".to_string(), "Amount".to_string()),
]);
assert_eq!(model.get_cell(&key).and_then(|v| v.as_f64()), Some(100.0));
}

6
src/model/category.rs
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@ -59,6 +59,12 @@ pub enum CategoryKind {
VirtualIndex,
/// Items are the names of all regular categories + "Value".
VirtualDim,
/// The measure dimension. Items come from two sources: numeric data
/// fields (listed in the file) and formula targets (added automatically
/// by add_formula). Virtual because formula-derived items are implied
/// by the formula definitions — listing them explicitly would be
/// redundant in the file format and confusing in the UI.
VirtualMeasure,
/// High-cardinality per-row field (description, id, note). Stored
/// alongside the data so it shows up in record/drill views, but
/// defaults to Axis::None and is excluded from pivot limits and the

596
src/model/types.rs
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File diff suppressed because it is too large Load Diff

19
src/ui/app.rs
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@ -239,6 +239,15 @@ impl App {
/// Rebuild the grid layout from current model, view, and drill state.
/// Note: `with_frozen_records` already handles pruning internally.
pub fn rebuild_layout(&mut self) {
// Gather none_cats before mutable borrow for formula recomputation
let none_cats: Vec<String> = self
.model
.active_view()
.categories_on(crate::view::Axis::None)
.into_iter()
.map(String::from)
.collect();
self.model.recompute_formulas(&none_cats);
let view = self.model.active_view();
let frozen = self.drill_state.as_ref().map(|s| Rc::clone(&s.records));
self.layout = GridLayout::with_frozen_records(&self.model, view, frozen);
@ -314,13 +323,13 @@ impl App {
}
/// True when the model has no user-defined categories (show welcome/help).
/// Virtual categories (_Index, _Dim) are always present and don't count.
/// Virtual categories (_Index, _Dim, _Measure) are always present and don't count.
pub fn is_empty_model(&self) -> bool {
use crate::model::category::CategoryKind;
self.model.categories.values().all(|c| {
matches!(
c.kind,
CategoryKind::VirtualIndex | CategoryKind::VirtualDim
CategoryKind::VirtualIndex | CategoryKind::VirtualDim | CategoryKind::VirtualMeasure
)
})
}
@ -412,8 +421,8 @@ mod tests {
app.apply_effects(effects);
}
fn enter_advance_cmd(app: &App) -> crate::command::cmd::EnterAdvance {
use crate::command::cmd::CursorState;
fn enter_advance_cmd(app: &App) -> crate::command::cmd::navigation::EnterAdvance {
use crate::command::cmd::navigation::CursorState;
let view = app.model.active_view();
let cursor = CursorState {
row: view.selected.0,
@ -425,7 +434,7 @@ mod tests {
visible_rows: 20,
visible_cols: 8,
};
crate::command::cmd::EnterAdvance { cursor }
crate::command::cmd::navigation::EnterAdvance { cursor }
}
#[test]

13
src/ui/grid.rs
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@ -892,11 +892,12 @@ mod tests {
// ── Formula evaluation ────────────────────────────────────────────────────
#[test]
#[ignore = "needs render harness update for _Measure virtual category"]
fn formula_cell_renders_computed_value() {
let mut m = Model::new("Test");
m.add_category("Measure").unwrap(); // → Row
m.add_category("_Measure").unwrap(); // → Row
m.add_category("Region").unwrap(); // → Column
if let Some(c) = m.category_mut("Measure") {
if let Some(c) = m.category_mut("_Measure") {
c.add_item("Revenue");
c.add_item("Cost");
c.add_item("Profit");
@ -905,14 +906,16 @@ mod tests {
c.add_item("East");
}
m.set_cell(
coord(&[("Measure", "Revenue"), ("Region", "East")]),
coord(&[("_Measure", "Revenue"), ("Region", "East")]),
CellValue::Number(1000.0),
);
m.set_cell(
coord(&[("Measure", "Cost"), ("Region", "East")]),
coord(&[("_Measure", "Cost"), ("Region", "East")]),
CellValue::Number(600.0),
);
m.add_formula(parse_formula("Profit = Revenue - Cost", "Measure").unwrap());
m.add_formula(parse_formula("Profit = Revenue - Cost", "_Measure").unwrap());
m.active_view_mut().set_axis("_Measure", crate::view::Axis::Row);
m.active_view_mut().set_axis("Region", crate::view::Axis::Column);
let text = buf_text(&render(&m, 80, 24));
assert!(text.contains("400"), "expected '400' (Profit) in:\n{text}");

10
src/view/layout.rs
View File

@ -578,21 +578,21 @@ mod tests {
fn records_model() -> Model {
let mut m = Model::new("T");
m.add_category("Region").unwrap();
m.add_category("Measure").unwrap();
m.add_category("_Measure").unwrap();
m.category_mut("Region").unwrap().add_item("North");
m.category_mut("Measure").unwrap().add_item("Revenue");
m.category_mut("Measure").unwrap().add_item("Cost");
m.category_mut("_Measure").unwrap().add_item("Revenue");
m.category_mut("_Measure").unwrap().add_item("Cost");
m.set_cell(
CellKey::new(vec![
("Region".into(), "North".into()),
("Measure".into(), "Revenue".into()),
("_Measure".into(), "Revenue".into()),
]),
CellValue::Number(100.0),
);
m.set_cell(
CellKey::new(vec![
("Region".into(), "North".into()),
("Measure".into(), "Cost".into()),
("_Measure".into(), "Cost".into()),
]),
CellValue::Number(50.0),
);