# `improvise-core` — the arguments Written for a reader with the code open. This is where the reasoning that used to live in `crates/improvise-core/**`'s comments now lives; the comments themselves are capped at two lines (design-principles §6). Bug narratives keyed by test name are in `context/test-evidence/core.md`. The crate is pure data: `Model`, `View`, `GridLayout`, `Workbook`, number formatting. It depends on `improvise-formula` for AST types and knows nothing about UI, IO or commands. --- ## 1. `CellKey` is canonical by construction `CellKey(Vec<(category, item)>)` is **always sorted by category name**, and the constructors are the only way to get one: `CellKey::new(coords)` sorts, `with(cat, item)` replaces-or-inserts-and-re-sorts, `without(cat)` filters and so preserves the order. Equality, hashing and storage all rely on the canonical form, so two keys naming the same intersection in different orders *are* the same key. Never build the inner `Vec` directly (gotcha 5). That `without` preserves the sort is what lets `record_of` be a one-liner rather than a normalisation step — see §5. ## 2. Aggregating a cell's raw values Three functions, deliberately with three different emptiness rules, and the differences are the whole content of the design (improvise-kdp): - **`apply_agg(values: &[f64], func)`** — reduces numbers. `None` on empty: an empty cell reads as *absent*, not as zero, or every blank intersection in a pivot would render `0`. Both aggregation paths (`evaluate_aggregated` and `aggregate_raw`) go through it so their semantics cannot drift. - **`aggregate_cell_values(values: &[&CellValue], func)`** — reduces a mixed set. See below. - **`eval_agg(...)`** — evaluates a formula-level `SUM(x)` / `AVG(x WHERE …)`. Its emptiness rule is *not* `apply_agg`'s: an aggregate over no rows is `0` for `SUM`/`COUNT`, which have an identity, and an error for `AVG`/`MIN`/`MAX`, which do not. ### `evaluate_aggregated` takes `Aggregation`, not a list it cannot read The parameter was `none_cats: &[String]`, and the body consulted it exactly once, for emptiness — a boolean wearing a list's type, since the aggregation itself runs over `key.0` through `matching_values`. It never filtered by that list, in any revision: `git log -S` back to the commit that introduced `Axis::None` shows the same `is_empty()` and nothing else. So the name promised a filter the body has never performed, and the next caller to build a careful list would have threaded it into a parameter that cannot use it. `Aggregation::{Exact, OverHidden}` admits only the two states the body distinguishes, and `Aggregation::of(none_cats)` performs the reduction once, at the boundary that holds the list (improvise-5jm5, `doctrine(an_invariant_is_made_unrepresentable_not_validated)` — the same answer `prune_axis_items` and `gp-tree`'s `Row` got). It is an enum rather than a `bool` because the two states have names worth reading at the call site, and the regression guard is the **signature**: the thing the ticket describes — two different lists, same emptiness, same answer — is no longer constructible. Note what does *not* change: `recompute_formulas` and `aggregate_raw` keep `&[String]`, because they walk the elements (stripping each hidden coordinate off a stem). Two parameters that looked alike were doing two different jobs. ### Non-numeric values reduce by unanimity, and the branch order is the rule `aggregate_cell_values` checks the **all-numeric branch first**. If every value is a number it reduces through `apply_agg`; otherwise, if every value equals the first, the result is that value; otherwise it is `CellValue::Error("mixed")`. That ordering is the entire difference between this rule and "a single value passes through". `Count` is the only function that can tell them apart — every other function is the identity on a one-element set — so `Count` of a lone number must still be `1` and not the number itself. `a_lone_number_still_counts_ as_one_rather_than_passing_through` is the pin. What the rule forbids is **dropping**. The old code did `filter_map(as_f64)`, and since `_Index`/`_Dim` sit on `Axis::None` in every default view, `none_cats` is non-empty almost always and the aggregating path was almost always taken — so every `CellValue::Text` in every document rendered blank, including the pipe-quoted text `.improv` carries as a first-class value (`Region=West, Measure=Revenue = |pending|`). A user could type a text value, save it, load it, and never see it again (improvise-l4qx). Both `evaluate_aggregated` and `aggregate_raw` share the helper, so a formula ref over mixed values now errors `"mixed"` rather than silently summing the numeric ones and reading as authoritative while under-reporting. ## 3. Formula evaluation **Fixed point.** `recompute_formulas(none_cats)` clears `formula_cache`, collects the distinct coordinate *stems* (each data key with the formula's target category and every `none_cat` stripped), and iterates `stem × formula target` until nothing changes, bounded by `MAX_EVAL_DEPTH = 16`. Chained formulas (`Margin = Profit / Revenue` over `Profit = Revenue - Cost`) converge naturally; circular references converge to `CellValue::Error("circular")` rather than overflowing the stack. **A cell still moving when the bound runs out has not converged, and the cached path had to be told so** (improvise-7iww). The direct evaluator gets this free: `evaluate_depth` bottoms out at `depth == 0` and returns `Error("circular")`. The fixed point had no such arm — it simply stopped iterating and left the sixteenth iteration in `formula_cache`, which `evaluate_aggregated` then served as a valid number. `Revenue = Revenue + 1` over a stored `Revenue = 10` read `Error("circular")` directly and `Number(26)` through the cache, and the cached one is the **displayed** path, because the default views put the virtual categories on `Axis::None`. So a circular formula looked like a real calculated value. `recompute_formulas` now records the keys that changed on each pass and, if the last pass still changed any, writes `Error("circular")` over them. Note what this costs and why it is the right cost: the fixed point can only *confirm* convergence with a pass that changes nothing, so a chain needing all sixteen passes is now reported circular. That is the same bound the direct evaluator already enforces — a sixteen-deep chain exhausts `depth` there too — so the two paths agree rather than diverge, which is the property §3 exists to protect. The anti-clamp guard is `a_chained_formula_still_converges_after_the_circular_marker`. The stems are an `IndexSet`: dedupe is O(1) per cell and insertion order is preserved (improvise-6os replaced an O(n²) `Vec::contains`). There are **two** evaluators, and they must be changed together: - `eval_formula_depth` / `eval_expr` — the direct, uncached path, recursion bounded by `depth`. - `eval_formula_with_cache` / `eval_expr_cached` — the fixed-point path, which resolves a `Expr::Ref` through `formula_cache` first and falls back to `aggregate_raw`. A rule stated in one and not the other is a live bug; improvise-0bf was exactly that (see §4). **`find_item_category`** searches real categories first and then formula targets, because `add_formula` never inserts its target into `_Measure` (improvise-nrs). Without the fallback, a reference to a computed measure fails to resolve. **Display rounding never reaches eval.** `format_f64` is called only in rendering paths. Feeding a rounded value back into a formula is the bug `formula_chain_preserves_full_precision` exists to catch. ## 4. Float equality has one epsilon, and the div/0 guard shares it `FLOAT_EQ_EPSILON = 1e-10` is used by `=`/`!=` **and** by the division-by-zero guard, in both evaluators. The two must agree or `IF(x = 0, a, y / x)` is incoherent: the condition calls `x` zero and the else branch divides by it anyway. With `x = 1e-11` the old exact `rv == 0.0` guard returned `1e13` (improvise-0bf). `1e-10` is far below typical data magnitudes but absorbs accumulated f64 rounding noise from chained formulas. Note the repo map's gotcha 17 (which called this "currently mixed") describes the *pre-fix* state; the guard and the comparison share the constant now. ## 5. Surrogate identities — `model/record.rs` (ADR 002) A client sees a grid of label strings indexed by viewport position. It holds no `Model`, no category names and no page/filter constraints, so it cannot build a `CellKey` — which is why improvise-q08 found a thin client cannot compose `SetCell`. The answer is an opaque surrogate the server projects per visible cell and the client echoes back. **Two surrogates, because two kinds of thing are nameable and only one is settable.** `RecordHash` names a **record** — the coordinate tuple minus `_Measure` (`record_of`). That unit is not chosen here: it is already ADR 001's unit of atomicity and already what the write counters are keyed by, because renaming a category coordinate in wide records mode moves every measure cell in the row (§6). One identity therefore serves addressing *and* staleness. `AggregateHash` names an **aggregate's coordinate constraint** — row and column coordinates plus the page *and filter* selections that decide which stored cells it sums (`View::filtering_cats()`, §7). An aggregate is not the *absence* of an identity; it is a different kind of identity, which is what makes `Drill` addressable at all. It is deliberately **not** normalised: a measure on Row or Column is part of what the aggregate sums, so dropping `_Measure` would give two visibly different totals one name. **The hash is specified here, not inherited.** Three ways it breaks silently, each producing a *wrong write* rather than an error: 1. **Not `DefaultHasher`, not `RandomState`.** `std`'s default `HashMap` hasher is randomly seeded per process, so a surrogate would not survive a restart or agree between two processes. This is SipHash-2-4 under a constant key. 2. **Not `#[derive(Hash)]`.** Rust gives no stability guarantee for a derived `Hash` across compiler versions or platforms. What is hashed is the explicit byte serialization in `hash_coords`, so the surrogate is defined by that format rather than by whatever the compiler did this week. 3. **128 bits, argued rather than defaulted.** A collision is a silent write to the wrong record — precisely what got `_Index` rejected as a surrogate — and no later check catches it: a colliding surrogate resolves *successfully* to a record the client never saw. 64 bits reaches birthday risk around 2^32 records, which a pivot tool will not see by live record count; but the risk is over every record a long-lived document *ever names*, and the consequence is unbounded and undetectable. The other choice costs 8 more bytes per *visible* cell — 8 KB on a full 50×20 projection and far less on the diffs that carry steady-state traffic. Bounded cost against silent corruption is not close. **Serialization details that are load-bearing.** The byte format is `tag ‖ count ‖ (len(category) ‖ category ‖ len(item) ‖ item)*`, every length a little-endian `u64`. The lengths are what make it injective: without them `("ab","c")` and `("a","bc")` serialize alike. Only `Hasher::write` is used, never `write_u64`/`write_u8`, which are free to feed the hasher in native byte order. The SipHash key constants are written as big-endian readings of `b"improvis"`/`b"e-record"` so the constant is the same on every platform. A domain tag byte (`0x01` record, `0x02` aggregate) is hashed first, because a record and an aggregate may be built from the same coordinates — an aggregate over a single record is the degenerate case — and they must not hash alike. **Hex on the wire, not a JSON number.** `serde_json` writes a `u128` as a bare number and a JavaScript host parses every JSON number as `f64`, so anything above 2^53 comes back changed — which for a surrogate means resolving to a different record or to none. The wire form is a fixed 32-character lowercase hex string. ## 6. Records mode is wide format (`view/layout.rs`) A row is one **coordinate tuple** — the cells sharing everything but `_Measure` — and each raw measure gets its own editable column. The columns are `[coordinates…, +cat, measures…, +]`: one per regular category, then the column that creates a **new category** (improvise-2zq), then one per raw measure, then the column that creates a new measure (improvise-c5v). Each `+` sits adjacent to what it adds to; two trailing columns would have made the user read a label to tell them apart, and position says it instead. Formula targets are not columns — they are computed, so there is nothing to type into them. Consequences: two measures on one coordinate are **one row**; editing a category column moves **every** measure cell in the row, not just the one under the cursor; and `_Dim` in the synthetic key carries the column **index**, not a label, because a category and a measure item may share a name and a label could not say which column an edit landed on. Resolve the index through `GridLayout::record_col` into a `RecordCol`. Drill pending edits are keyed by `(row, RecordCol)`. `RecordRow::group` collapses loose cells into wide rows in **first-appearance** order, so the result follows the store's order rather than a hash walk (§8). A cell with no `_Measure` coordinate still anchors a row — that is how `add-record-row` seeds one — but contributes no column value. **Records mode is a property of the view's axes, and `View` owns the one definition.** `View::is_records_layout()` (`_Index` on Row and `_Dim` on Column) is what `GridLayout::new` asks and what `on_category_added` asks; two derivations would drift (improvise-edp, the disease this codebase keeps curing). ### `prune_axis_items` takes a predicate, not a flag vector `prune_empty` hands it `impl Fn(usize) -> bool` over the **data** index — the position a `row`/`col` argument means, which group headers do not consume. The predicate's domain is derived from `items` itself, so there is no parallel length a caller can get wrong and debug and release builds cannot disagree about an out-of-range flag. The earlier `&[bool]` + `debug_assert` pair could have, had a third caller ever sized `keep` from something other than `row_count()`/`col_count()` (improvise-n3wt, `doctrine(an_invariant_is_made_unrepresentable_not_validated)`). A group header survives only when a data item that follows it survives. In `prune_empty` the row pass does not touch `col_items` or `has_value`, so the column pass still reads the original grid. Records mode is exempt entirely — the user drilled in to see all the raw data. ## 7. Axes: `Page` and `Filter` are two different questions `Axis` is `Row | Column | Page | Filter | None`. `Filter` names a coordinate the **drill** fixed (improvise-dz8): like `Page` it constrains which records are visible, but unlike `Page` the user cannot navigate it. `Axis::next()` maps `Filter` to itself and no navigable axis rotates into it, so tile select cannot hand one out, and `is_user_assignable()` is false for it. Picking the wrong question is the trap: - **"what data is visible"** → `View::filtering_cats()` (Page ∪ Filter). Used by `GridLayout`, by `AggregateHash`, and by `add-record-row` when it builds a key from the current constraints. - **"what can the user act on"** → `categories_on(Axis::Page)` for `[`/`]` page cycling, or `View::tileable_cats()` for all three tile-select sites. ### Leaving the constraining axes forgets the page selection (improvise-z336) `set_axis` used to leave `page_selections` alone; only `on_category_removed` and `on_item_removed` ever cleared one. So cycling a category off `Page` merely **hid** its filter, and cycling back to `Page` silently reinstated it — the same item, unasked. Measured in the browser: `Pag(Espresso) → None → Row → Col → Page` and Espresso is back. That mattered more than it reads, because there is no clear-a-page-selection operation anywhere in this workspace — not in `ModelCommand`, not in the `View` API, and **not in the TUI**; `[` and `]` cycle among the category's items with no "All" to land on. So a user who had applied a filter had no way out of it at either front end, which is a product gap at parity rather than a browser regression. Forgetting the selection on the way out closes it with no new command, no new wire variant and no new key: cycling the axis round is now a way out. The predicate is `Axis::filters_data()` — Page ∪ Filter — and not "is it `Page`". That is this section's own trap, seen from the writing side: a drill fixes its coordinates on `Filter` and `.improv` round-trips a selection under it, so clearing on everything-but-`Page` would pass a test written for the browser symptom and silently break drill. `Axis` also owns four presentation vocabularies — `plain_label()`, `glyph()` (which `Display` appends, giving "Row ↕"), `short_label()` (three columns for the tile bar; `None` is "·", **not** a truncation of "None") and `initial()` (one letter for the view panel; `None` is empty) — plus `color() -> AxisColor`. `AxisColor` is a *semantic* palette because `improvise-core` must not name a ratatui type; `draw.rs::axis_fg` does the one mapping, exactly as `minibuf_fg` does for `MinibufColor` (improvise-rml). The tile bar and the category panel each carried a copy of the colour table before, with nothing keeping them in agreement. ### `on_category_added`: a virtual on an axis is a configuration, not a vacancy Virtual (underscore) categories seat on `Axis::None`. A regular category takes the first slot no *regular* category holds — Row, then Column, then Page. This used to **bump** a virtual off Row or Column to make room, assuming a virtual sitting there was a placeholder. It never is, and the assumption cost two live bugs (improvise-2zq): - `_Index` on Row together with `_Dim` on Column *is* records mode, and the only production writers of those axes are the records and drill setups. Bumping `_Index` **ejected the user from the grid they were standing in**: naming a category with `N` in records mode silently returned them to a pivot. - `_Measure` on Column is an ordinary user configuration — it is what `web/demo.improv` ships. Bumping it made every measure vanish from the grid the moment a second regular category was added. So a virtual is never moved. A records view seats the new category on `Axis::None`, which is where records mode keeps **every** regular category and where `records_columns` — which filters on `kind.is_regular()` and never looks at an axis — picks it up as a column immediately. Elsewhere the new category simply joins whatever virtual is already there, nesting a header rather than destroying one. The negative arm is load-bearing and must stay tested: without `a_pivot_view_still_seats_categories_row_then_column_then_page`, "always seat on `None`" would pass every assertion about records mode. Probing confirmed the asymmetry — seating everything on `None` fails 12 tests, while removing the virtual bump failed none at all, which is how the bump came to be wrong in two directions with nothing noticing. ### Known defect: two answers to "is this name a virtual" `on_category_added` tests `cat_name.starts_with('_')` (twice) while `is_records_layout()` four lines away asks `CategoryKind::of_name`. That is **improvise-bidq** and it is open; do not assume either spelling is the intended one when editing near it. ## 8. Ordering is correctness, not tidiness (`model/cell.rs`) `DataStore` holds cells in an `IndexMap` keyed by `InternedKey`, plus a secondary index `HashMap<(Symbol, Symbol), HashSet>`. **An index whose values are `HashSet`s is for O(1) lookup, never for iteration.** `matching_cells`/`matching_values` used to walk the index's `HashSet` directly, so their order was hash order — different in every process, and different between two stores in one process, because `RandomState` keys each `HashMap` afresh. That defeated the whole reason `cells` is an `IndexMap`, and it was not tidiness (improvise-shyt). It caused, in ascending order of seriousness: - **records-mode rows reordering between sessions**; - **`SUM`/`AVG` drifting in the last `f64` bits**, because f64 addition is not associative (`Min`/`Max`/`Count` and the text-unanimity rule of §2 are order-free, so they were never affected); - worst, the **drill snapshot** freezing its record list in hash order while `drill_state.pending_edits` are keyed by *row index* (§6) — so the same drill opened in a second process addressed **different records**. Silent misdirected writes, and nothing in the tracker knew. `matching_positions` is the fix: the index still **narrows** the candidates, and the primary map **orders** them — each surviving candidate resolves to its position with one hash lookup and the positions are sorted. Shape stays O(smallest set × |partial|) plus O(m log m) over the *matches*, not a scan. Measured at 18,000 cells: +20% worst case on `matching_values`, and `matching_cells` 7% *faster*, sorted positions resolving `CellKey`s with better locality. The alternatives both move the cost — an ordered index value type pays on every `set`; scanning the primary is O(store) per query. **An empty `partial` matches every cell, vacuously, and `matching_positions` is where that is answered** (improvise-hkt6). It used to index `sets[0]` and panic; both public callers happened to guard, so it was unreachable — but the guard lived one level away from the indexing, which is how this class of bug returns. The guards could not simply be pushed down as `vec![]`: "no coordinates constrain anything" means *all* positions, and answering "none" here would have made removing a caller's fast path change behaviour silently. The callers keep theirs as a fast path, not as a guard. **`live_records` has a decided order, not an inherited one** (improvise-2yc2). It walks `cells` and projects insertion order onto records: a record sits where its **first** cell sits. It deliberately pays O(cells) rather than O(records), because `cells`' order is already the answer `matching_positions` gives and a second answer to "what order is this store in" is the disease. It is derived per call rather than memoised on `RecordEntry`, since a stored position is a copy and a record deleted and re-created would hold its old one while its cells sit at the end of the store. Note what is **not** on offer: an unordered return. Every iterator has an order, and a type that merely disclaims one still hands the caller hash order — the guard living one level away from the hazard, which is the shape this whole class of bug returns through. The function had no callers when this was decided, so the order was still free to *decide* rather than to discover; with no caller to benchmark against, correctness is the defensible default, and a hot-path caller can argue for a memoised position with numbers. ### The record index: `RecordEntry` `DataStore::records: HashMap` answers both of a client surrogate's questions — "which record do you mean?" (ADR 002) and "is your basis stale?" (ADR 001) — from **one** entry in **one** lookup, because both are keyed by the record and both are invalidated at the same moment. It lives in the store because this is where the same job is already done: the store already interns every name and already maintains a secondary index updated at exactly these two points (`set`, `remove`), and it is that existing `(Symbol, Symbol)` index which makes **invalidation** tractable — when a category or item disappears, the cells naming it are found without a scan, so the records built from them are too. It is deliberately **not** regenerated from the layout on demand. That would be O(visible cells) per resolve *and* would only ever cover the visible window, so a record scrolled out of view would look identical to a record that no longer exists — conflating "reject, nothing to write to" with "apply". It is **not serialized**: `Deserialize` rebuilds it through `set`, and every version starts at zero, which is correct because a freshly loaded document is a new `document_generation` and no client holds a basis against it. **`cells == 0` is a tombstone, not a reason to forget the entry.** A record that is deleted and then re-created must not hand a client holding the old basis its own version number back; dropping the entry would reset the counter to zero and make a stale basis look *current*, which is the silent accept the basis check exists to prevent. The counter tracks **liveness, not writes** — `set` bumps `cells` only for a genuinely new cell, and `version` is moved by the observed diff in `App::apply_effects`, never from `set`. `resolve_record` returning `None` means **the record is gone** — never stored, or every cell removed, which is what happens when a category or item it named is deleted. That is one arm of staleness and needs no version comparison: there is nothing to write to. `record_version` reporting `0` for an unknown surrogate is deliberate: a basis composed against an absent record and one composed against an untouched record are the same claim. ## 9. Categories `CategoryKind` is `Regular | VirtualIndex | VirtualDim | VirtualMeasure | Label`. Business rules match on the enum rather than sniffing name prefixes. `CategoryKind::category_name()` is the **one** place the name↔kind mapping is written down, so adding a variant forces a decision there (improvise-2lh). `of_name(name)` is safe to use in place of looking the `Category` up, because `Model::add_category` hands back the existing virtual category rather than shadowing a reserved name — `stored_virtual_categories_match_their_names` is what makes that sound. `Label` categories are user-named and so read as `Regular` from `of_name`; consult the stored `Category::kind` when the distinction matters. `VirtualMeasure` items come from two sources: numeric data fields listed in the file, and formula targets added implicitly. They are 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. `add_formula` does **not** add items to `_Measure`; use `measure_item_names()` / `effective_item_names("_Measure")`. `Label` is a high-cardinality per-row field (description, id, note): stored alongside the data so it shows up in record/drill views, but defaulting to `Axis::None` and excluded from the `MAX_CATEGORIES = 12` pivot limit and from auto Row/Column assignment. `Category::add_item` deduplicates by name and assigns IDs from a private counter, so external code cannot fabricate an `ItemId`. ### Removing a name removes the formulas targeting it (improvise-g3no) `Model::remove_category` has always ended by dropping every formula whose `target_category` is the category — that is why `Dirty::of(LayoutGeometry)` reports `formulas: true` (gotcha 35). `remove_item` did **not** do the same one level down, and the asymmetry was a live bug rather than an omission of symmetry for its own sake. `_Measure`'s items are explicit items ∪ formula targets, so a `Profit` that exists only because a `Formula` does is not in the category's own item list. `remove_item` called `Category::remove_item`, which no-opped, then swept the cells naming it, of which there are none because the value is derived. `effective_item_names` re-synthesised the row from the surviving formula and it came straight back — while both front ends reported success, each having composed an optimistic past-tense status beside the mutation. Two things about the shape of the answer. **The lie was a symptom, not the defect.** The obvious reading is gotcha 20's ordering rule violated — the fallible effect first, the optimistic status second — and the obvious repair is to give `remove_item` an answer the front ends let win. That repair is unavailable on the browser side, in two independent ways: `SetStatus` is `ViewOnly` and never crosses the wire, so a host-side refusal cannot reach a client; and a client cannot decide for itself, because nothing in the projection stream says which `_Measure` rows are derived — `FormulaCache` is `Vec` of `Formula::raw`, and recovering a target from that is a second home for the unquoting §34 says has exactly one. Restoring the sweep makes the status both ends already compose *true*, with no wire change and no second classification. **What this does not answer, and is declined rather than forgotten.** `doctrine(a_status_line_composed_beside_a_mutation_lies_when_the_mutation_no_ops)` generalises to "a mutation whose failure is reportable must RETURN whether it acted", and `remove_item` still returns unit. Restoring the sweep removes the *reachable* lie — from either panel the item name comes off the tree, so it exists — and leaves a narrow one: a wire `ModelCommand::RemoveItem` naming an item the document does not have is still answered with a past-tense success. Closing that means threading an answer through `Workbook::remove_item` and `effect::RemoveItem`, and it is improvise-nwgk rather than done here. **And the sweep is not restricted to `_Measure`.** A non-measure target is a real item (`add_formula` creates it), so removing that item used to leave a formula aimed at nothing. The predicate is `target_category` **and** `target`: deleting `Cost` must not delete `Profit = Revenue - Cost`, which references it but does not target it. ### A required virtual category cannot be removed (improvise-3b2b) The category panel deliberately lists `_Index`/`_Dim`/`_Measure` (improvise-vjms — a decision about *visibility*), and its delete key treated them as ordinary removable categories. `d` at the panel's default cursor 0 therefore deleted `_Index` from a fresh session, and `GridLayout`'s records-mode detection keys off `_Index` on Row, so records mode silently stopped working while the status line said it was on. `Model::remove_category` refuses when `CategoryKind::of_name(name).is_virtual()`. The guard is at the model rather than in the two `Cmd`s because hiding a key leaves `ModelCommand::RemoveCategory` unguarded on the wire. It reads `of_name`, the one home of the mapping, so a `Label` category — user-named, and `Regular` to `of_name` — stays removable. ## 10. `Workbook` exists to break the `Model ↔ View` cycle `Model` knows nothing about views; `View` depends on `Model`, one direction. Cross-slice operations — adding or removing a category must update both the model's categories and **every** view's axis map — live on `Workbook`, so `Model` stays pure data and `improvise-core` can be extracted without pulling view code along. That is also why `AddCategory`/`RemoveCategory` are `LayoutGeometry` effects rather than `CellData` ones (gotcha 3). `Workbook::new` seeds a `Default` view, registers the three virtual categories through `on_category_added` (so all three land on `Axis::None`), then bumps `_Measure` to `Axis::Page` so aggregated pivot views show a single measure at a time (improvise-kos, commit 709f2df). Leaving `_Index`/`_Dim` on `None` keeps pivot mode the default — records mode activates only when the user moves both onto axes. `Workbook::add_item` errors on an unknown category so callers do not reach through `model.category_mut(..)` and invent their own handling (improvise-tvt). There is no `Model::add_item`. ## 11. Virtual views `_Records` and `_Drill` (`view::VIRTUAL_VIEW_NAMES`) are scratch views the app builds on demand. Both put the virtual `_Index`/`_Dim` categories on axes, and those categories are never persisted — so these views are rebuilt from scratch each time rather than saved (improvise-60z). ## 12. `axis_of` panics, `try_axis_of` does not Registration is guaranteed for every model category: `Workbook::new`, `add_category`, `add_label_category` and `create_view` all call `View::on_category_added` for every view. So any name obtained from `Model::categories` or from the view's own `category_axes` is safe for `axis_of`. Use `try_axis_of` when the name comes from anywhere else — `cycle_axis` does, and no-ops on an unknown category to match `set_axis` (improvise-t8s). ### `record_cell_key` is a match, and the match is the guard (improvise-ir7l) `GridLayout::record_cell_key(row, col)` is the one mapping from a records position to a model cell, and it answers `Some` for `RecordCol::Measure` alone. The other three arms are spelled out rather than swept into a `_`, and that exhaustive match is the whole guard: a new `RecordCol` variant fails the build until someone decides whether it names a stored cell. **There is no test for the `Category` arm, and the reason is not that the wrong answer would be harmless.** It would be a real fault, and a subtle one worth naming so nobody re-derives it wrongly. `RecordCol::Category(name)` carries a **category** name, while `RecordRow::cell_key(arg)` puts its argument under `_Measure`. So answering `Some` there yields `coords + _Measure=`, and `Model::formula_for` would match it whenever a `_Measure` item happens to share a name with a regular category — projecting `CellId::Derived` for a **coordinate column**, which is never a formula target and which the pivot path does not have at all. The two front ends would then disagree, which is the design-principles §5 defect this ticket exists to close. `RecordCol` exists for exactly that collision: its doc says the enum resolves a column from its index "so a category and a measure sharing a name stay distinguishable". What earns the decision to leave it untested is narrower: the **reachable** version of that fault is a new variant answered carelessly, and the exhaustive match makes that unrepresentable rather than merely unlikely (`doctrine(an_invariant_is_made_unrepresentable_not_validated)`). A test would pin behaviour the type system already pins, and would not survive the arm being renamed. Found in review, and the first recorded reason for declining it was **wrong** — it claimed the injected behaviour was defensible by analogy with a formula targeting a regular category, which is a different key entirely. ## 13. Route then aggregate: `SUM()` folds over the member records improvise-4zl7, and the one place the evaluator reaches past the cell it was asked about. **The problem.** A formula is evaluated at a `CellKey`. In an aggregating cell `evaluate_aggregated` aggregates each `Expr::Ref` *first* and evaluates the expression once on the totals. That is exactly right for a linear formula — `SUM(Revenue) - SUM(Cost)` and `SUM(Revenue - Cost)` are the same number — and exactly wrong for anything that **routes**. `IF(Cost < 50, 1, 10)` over records costing 10 and 100 answers `1 + 10 = 11` per record and `10` on the total, because *aggregate-then-route is not route-then-aggregate*. Every fitted tree (improvise-8xhy, improvise-vx3) is such a formula, so it meant one thing on a record row and something else one row up. The user's ruling was to **aggregate the rule over the members**. **The mechanism, and why it needed no new vocabulary.** `SUM(e)` already means "fold `e` over the members". It simply did not: `eval_agg` specialised `Expr::Ref` and, for every other inner expression, summed the raw cells matching the partial key and *ignored the expression entirely*. It now folds — one entry per member record, the expression evaluated at that record's own coordinates: ``` partial = context.without(target_category) (plus any inline WHERE) records = distinct(matching_cells(partial).map(key.without("_Measure"))) values = records.map(|r| eval(inner, context.with(every coord of r))) ``` Three consequences worth stating. The rule is **written once, and so is the evaluator it folds with.** `eval_agg` is shared by `eval_expr` and `eval_expr_cached`, and **both** hand it the same `eval_at`: the record-level `eval_expr`. That is not a convenience, it is the correctness. A member key is a *record*, and `formula_cache` is keyed by **stems with `none_cats` stripped** — so the cached evaluator's `Expr::Ref` can never hit the cache at a member key, falls through to `aggregate_raw`, finds no raw cell behind a formula target, and answers `Err("ref:…")`. A first version did exactly that, and the two evaluators then disagreed on any routing formula reading a *derived* measure: `Number(4.0)` uncached, `Error("ref:Profit")` cached, which is the very divergence this section exists to remove (§3: "a rule stated in one and not the other is a live bug"). **And making the lookup "work" would have been worse than the error.** The only way to hit the cache from a member key is to strip `none_cats` off it — which returns the *group's* value for that formula and hands it to every member. That is aggregate-then-route again, laundered through a cache lookup, and it would have been silent. The cache cannot answer a per-record question, so the fold does not ask it. Only `Expr::Is` needed an arm in each evaluator, and since the fold routes through `eval_expr`, the cached arm is now reached **only by a bare `Is` outside a `SUM`** — which is what `the_cached_evaluator_has_its_own_working_coordinate_predicate` pins. The `Expr::Ref` fast path **stays**, and it is the same fold specialised: a record's `Ref` is that record's own cell, so summing them is summing the matching values. **Two of its premises were unstated and both were false** (improvise-s08t, improvise-s2w3), which is worth recording as a shape: a specialisation defended by an argument is only as good as the conditions the argument assumed, and neither condition was being checked. *The name must resolve.* The narrowing was written `if let Expr::Ref(name) = inner && let Some(cat) = find_item_category(name)`, so a name that resolved to nothing left the partial key **unconstrained** — `SUM(Typo)` aggregated every numeric measure matching the context and answered a plausible total. A missing identifier now fails before the fast path is reached, with the same `ref:{name}` the record-level evaluator uses. *The name must be stored.* A formula target is a `_Measure` item that nothing wrote (improvise-nrs), so there are no raw cells behind it and the raw scan returns nothing: `SUM(Double)` answered `0` where `SUM(Double + 0)` folded and answered `20`. The premise of the specialisation — "a record's `Ref` is that record's own cell" — is exactly what fails there, so the answer is to ask whether it holds rather than to delete the path. `formula_for` is the one home of "is this cell derived", so the check is that call and not a second derivation; a derived ref falls into the fold, where `eval_expr`'s own `Ref` arm routes through `evaluate_depth` and sees the formula. A target that also has stored cells reads as the formula, because `formula_for` wins there too. It differs in exactly one place — a record with no such cell is *skipped* there and an **error** in the fold. That is deliberate: a bare `SUM(Revenue)` asks for the values that exist, while `SUM()` asks the expression of each member, and an expression that cannot be evaluated is an error rather than a zero. Silently dropping members is how a routed sum would quietly answer for a subset. The asymmetry's **blast radius** is wider than it sounds, and worth stating: gotcha 7 makes a pipe-quoted text cell a first-class `.improv` value, so **one** text cell anywhere in a member set turns the whole aggregated fitted cell into `Error("ref:Cost")`, where the bare-ref path would have dropped it and returned a number. That is the loud failure this repo prefers to a quietly wrong sum, but it is a real behaviour difference and not a detail. Records come out in `DataStore` insertion order, deduplicated by an `IndexSet`, for §8's reason — hash order here would make a fitted cell drift in its last bits between processes. **Interaction with the fixed point (§3) and `formula_cache`.** None of this is new state. The fold reads *raw* data through the same `evaluate_depth` / `aggregate_raw` the non-folding path uses, so a formula cell still depends only on raw cells and on other formula cells' cached values; `recompute_formulas` iterates the same stems to the same fixed point, and `formula_cache` still holds exactly the aggregated formula cells it held before. The fold does not cache and does not memoise: it is O(members) per evaluation per pass. **Measured**, because the cost was a blocker and not a footnote (improvise-9iyv; `crates/improvise-core/examples/fold_bench.rs`, five runs per point, best–worst). At 18,050 cells with one routing formula and `Tag` on `Axis::None`, `recompute_formulas` takes **18.1–19.2 ms** release and 132.9–135.1 ms debug, against 7.1–9.0 ms / 71.7–74.6 ms for a linear `Rev - Cost`. That is **2.3×** a linear formula and **linear in cells**: 400 → 0.4 ms, 2,000 → 2.0 ms, 18,050 → 18.1 ms, so 45× the cells costs 45× the time. It was not always linear. Routing the fold through `eval_expr_cached` — the first version, above — made every member's `Ref` miss the cache and fall into `aggregate_raw`, one poorly-narrowed scan **per member**: 51.1–53.3 ms at the same 18,050 cells and superlinear with it (45× the cells cost 85× the time). So the divergence and the stall were **one defect**, and fixing the first fixed the second. **And "18,050 cells" was not a sufficient description of that workload.** At the same cell count the old code cost 51 ms at a 25×361 shape and 244 ms at 95×95 — a 4.8× spread from group *count* alone, which is what a per-member scan predicts and a constant factor does not. After the fix the two shapes are 16.9–17.2 ms and 16.4–17.5 ms: indistinguishable. **The shape-dependence being gone is the confirmation of the cause**, more than the absolute number is. Re-measuring this means stating the shape, not just the cells. The fixed point runs exactly **2** passes (measured, not assumed), so hoisting the member set out of the loop has a 2× ceiling on the fold's share and was declined: a memo is state, and a memo keyed by anything less than the whole `partial` is a second answer to "what does this cell depend on". One asymmetry not to tidy: the cached path hands `eval_expr` a fresh `MAX_EVAL_DEPTH` at each `Agg`, while the uncached `Agg` threads its own `depth` through. The second is what bounds a chain of folded formulas; making them agree by resetting both would unbound it. **`Expr::Is(Filter)` — a coordinate predicate as a number.** `Cat IS Item` is `1.0` when the cell's own `Cat` coordinate is `Item` and `0.0` otherwise. It keeps the evaluator `f64`-only — no string comparison enters `eval_expr` — and it reuses the primitive `Formula::filter` already had, `context.get(&cat)`, including its `unwrap_or(false)`: a cell with **no** `Cat` coordinate is not that item. Under route-then-aggregate that arm is reached only where a record genuinely lacks the coordinate, because the fold hands the expression a record key. Evaluated bare, outside a `SUM`, it degrades exactly as `Formula::filter` does — which is why a fitted tree is always emitted wrapped. ## `PageAxis` — what constrains, and what the user may turn (improvise-p1ym) `GridLayout::page_coords` answers two questions that gotcha 27 says must not be confused. The bar at the top of a view names **every** category constraining the visible records, which is `View::filtering_cats()` — Page ∪ Filter — because a drill fixes its coordinates on `Filter` and the user should still see them. `[`/`]` cycle only what the user may act on, which is `categories_on(Axis::Page)`. Those were two walks before: `GridLayout` did the first, `navigation.rs:: page_cat_data` did the second, and each spelled the Page-vs-Filter rule itself. Two spellings of one rule is the shape design-principles §5 calls the disease, and here it had already leaked into the protocol — `GridCache::page_coords` was a verbatim copy of the layout's list, so a browser handed it would have tried to page a Filter axis. So `page_coords` is now `Vec`, and `items` is `Some` exactly when the axis is navigable. The rule lives in the *type*: a `Filter` axis carries no item list, so no caller can compose a cycle for one, and `PageAxis::cycle()` is the one place that pairs a list with the index its selection sits at. `page_cat_data` and the browser's `page_cycle` both read it rather than deriving it. Two consequences worth stating. The list is `Model::effective_item_names`, the same call that already chose the default selection, so the selection and the list it indexes into come from one place by construction — `page_cat_data` used `ordered_item_names` before, which for a `_Measure` page axis meant the default selection could be a formula target `[`/`]` could not reach. That incoherence is gone; the cost is that `[`/`]` over a `_Measure` page axis now visits formula targets, which is what the column list shows anyway. And the list is **not** filtered to visible items. Hidden items are still cycled, because that is what the TUI has always done, and making the browser differ would be the divergence rather than the fix. Changing it is a change to both, together. ## The number format — `format.rs` (improvise-711n) A view's `number_format` is a **printf-style picture, and only that**. A `,` anywhere turns on thousands grouping; a `.` introduces the precision, which is the **leading digit run after the last `.`**; anything following those digits — a conversion letter — is ignored. So `,.0`, `,.2`, `.2`, `,.2f` and `%.2f` all name what they look like they name. **Why the trailing `f` is accepted rather than refused.** It round-trips into documents today and always has. `improv.pest` spells the line `format_line = { "format: " ~ rest_of_line ~ NEWLINE ~ blank_lines }` — the grammar takes the format string as an **opaque line**, so `format: ,.2f` is a document the grammar accepts; `:set-number-format` stores whatever the user typed verbatim (`cmd/effect_cmds.rs`), and `format_md` writes `view.number_format` back out unchanged. Refusing the spelling at load would therefore reject documents this repo's own grammar admits and its own `.improv` example spells, to no benefit: by gotcha 8 the format is display-only, so misreading it costs a wrong pixel and can never cost a wrong number. A refusal here buys nothing and costs a document. **Why printf and not Excel.** The two conventions disagree on exactly the spelling that distinguishes them: `.00` is *precision zero* to printf and *two places* to Excel, so a parser that tried to honour both would have to guess. One is picked, and it is the one every spelling in this repository already uses. Consequences worth stating rather than discovering: `0.00` reads as `(false, 0)`, and an Excel picture such as `#,##0.00` reads as `(true, 0)` — grouped, no decimals. **Nothing is validated, deliberately.** A spelling the rule cannot read names no precision and formats with none; there is no error channel and no `Result`, because the reader is display-only and four call sites would have to thread one. **What the bug was, and why six tests sat on top of it.** The precision was read as `fmt[i+1..].parse::()` over the *whole* tail, so `"2f"` failed to parse and fell through to `unwrap_or(0)` — `,.2f` displayed **zero** decimals, in the TUI, in the browser projection and in CSV export. `",.2f"` and its `,.3f`/`,.4f` siblings are what this workspace's own fixtures reach for, in about ten tests, and none could see it: they assert the stored *string* round-trips or use it as an opaque value to dirty a widget, or — in `export_csv_quotes_commas_per_rfc4180` — they assert the rendered value `starts_with("1,200")`, which `1,200` and `1,200.00` both satisfy. A prefix check over a value whose *suffix* is the thing in question answers a neighbouring question, which is why that one is now an exact equality. **Only two of the three consumers are guarded.** Reverting the fix fails `format.rs`'s own unit tests and `export_csv_quotes_commas_per_rfc4180`, and nothing else in the workspace: `ui/project.rs::grid_of` (the browser projection) and `ui/app.rs` both call `parse_number_format` and neither has a test that renders a cell and asserts its digits. That gap is named rather than closed — those files are `improvise-command`, which was another wave's ground when this landed — and it is the more useful half of this entry, because it says where the next regression would go unseen. **That gap is now closed, and the sentence above is kept as the record of it.** `ui::project::cell_identity::a_formulas_format_reaches_its_own_column_and_no_other` renders cells *and* the totals strip and asserts their digits (improvise-e0ex); `ui/app.rs`'s own call is still unguarded, and now reaches the same `FormatPlan` rather than a second `parse_number_format`, so there is one fewer place to drift. ## The decimal default and a formula's own format (improvise-e0ex) `View::new` seeds `,.2`, not `,.0`. The symptom that forced it was `Margin = Profit / Revenue` drawing as `1`: a 0.66 ratio under *zero* decimals, rounded half-away-from-zero by `format_f64`. Three things worth stating, because each was a candidate answer that is wrong. **It is a formatting bug and not an arithmetic one.** Exact decimal arithmetic (ADR 005) would not change the rendering by one character — `0.66` under `,.0` is still `1` — so nothing here waits on it and nothing here touches the evaluator. Gotcha 8 is unchanged: `format_f64` is called in rendering and nowhere else, and full `f64` is what eval sees. **The cost is paid on whole numbers, knowingly.** Revenue now draws `18,400.00`. That is what an accounting application does, and it is the cheaper error: a currency column with two redundant zeroes is *legible*, where a ratio with none is **wrong**. A format cannot be guessed from a value — 0.66 is a ratio and 0.66 is also two-thirds of a dollar — so the default must be the one whose failure mode is noise rather than a false number. **The override is spelled in the formula, not per `_Measure` item.** The user's ruling ("unless the format is explicit in the formula") picks the narrower of two nearly-coincident units: a formula *target* is a `_Measure` item (gotcha 7), so per-formula and per-measure differ only for a measure no formula owns — and such a measure is raw data, whose format is the view's job. So a formula may carry its own format, which wins for its target; a raw measure keeps the view's. ### Where the format is resolved: `FormatPlan` `FormatPlan::of(model, view)` is the one answer, and every render path takes it where it used to take a `(comma, decimals)` pair: `GridLayout::display_text`, `ui::viewport::grid_body`/`compute_col_widths`, `ui::project::grid_in` and `persistence/export.rs::render_csv`. Replacing the pair rather than adding a second argument beside it is the `row_levels`-next-to-`row_labels` rule from design-principles §5 — two answers to "what format is this cell" is the disease. **It is asked of the cell's `CellKey`, never of the axes.** A cell aggregating over `_Measure` carries no target coordinate and so keeps the view's format, which falls out of the key rather than needing a rule. Deriving it from "is `_Measure` on a visible axis" would be a second derivation that could agree with itself while disagreeing with the cells. **The empty plan short-circuits**, so a document with no formula format pays one `is_empty` per cell and nothing else; the lookup is otherwise a scan of the formula list, which is short and must stay ordered for the reason below. **The owner is the formula `Model::formula_for` names, and nothing else.** `FormatPlan` holds every formula's `(target_category, target, Option)` in the model's own order and takes the **first** coordinate match, which is the same rule and the same order evaluation uses to decide whose value the cell is. Two things that shape enforces, both of which a `HashMap` keyed by target got wrong and review caught (Codex, PR #125): - **A key may be claimed by two formulas**, because a target category need not be `_Measure` — `- Tax = Revenue * 0.1 [CustomCat]` is in the format's own documentation. Iterating a `HashMap` answered from whichever category hashed first, so the *displayed* format was nondeterministic per process while the *value* was not. That is gotcha 18 exactly: an index whose values are hashed is for lookup, never for choosing between candidates. - **An owner that names no format still owns the cell.** Indexing only the formatted formulas let a later formula's `FORMAT` reach a cell whose value it does not produce. So the list holds *every* formula and a match with `format: None` falls through to the view — it is a match, not a miss. The list is dropped entirely when no formula names a format, so the common document pays one `is_empty` per cell rather than a scan. **A column total is resolved from the column, never from a row.** `GridLayout::column_key(col)` is the page/filter constraints plus the column's own tuple — the coordinates that survive the row aggregation — and `GridBody` carries the resulting `col_formats` so the strip and the cells cannot disagree. Reading it off row 0 was the first version and is wrong twice over, also found by review: a formula may target a **row-axis** item (its target category is any category), so the total inherited a row-local override for a row it had summed away, **and** re-ordering the rows changed the total's spelling. The guard is `a_column_total_does_not_inherit_a_row_local_format`, which builds the same grid with the owned row first and last and requires the two strips to agree. ### The grammar: `FORMAT ` in the formula, not in the `.improv` line `formula.pest` gains `format_clause = ${ ^"FORMAT" ~ sp+ ~ format_spec }` after the optional `WHERE`. **`improv.pest` is unchanged**, and that is the design rather than an omission: `formula_raw` already takes the `## Formulas` line verbatim up to the optional `[Category]` suffix, so a format inside the formula *text* is carried by the existing grammar with nothing to add. Two consequences. The grammar-walking generator (which reads `improv.pest`, not `formula.pest`) is untouched, so there is no new spelling for it to violate. And the same text a user types into the TUI formula minibuffer is the text the file carries — one namespace, one spelling rule, exactly as gotcha 34 says of names. `sp+` rather than a `!bare_char` lookahead, for `WHERE`'s reason (gotcha 34): a predicate is invisible to a generator. `FORMAT` joins `quote::KEYWORDS`, so an item literally named `FORMAT` is written `|FORMAT|` — the keyword guard is canonical and this is one more entry in it, not a new rule. **`format_spec` is `(ASCII_ALPHANUMERIC | "," | "." | "%")+`** — a bounded token where the view's `format:` line is `rest_of_line`. The line can afford to be opaque because a newline ends it; a formula clause cannot, because something may follow. The set covers every spelling `parse_number_format` can read (`,.2f`, `.4`, `%.2f`) and nothing the tokenizer would have to disambiguate. ### The trap this feature sets, and what is asserted instead `format_md` writes `Formula::raw`, so a format inside the raw text round-trips **whether or not the walker parsed it into a field**. That is gotcha 34's bug exactly — a target that kept its pipes survived every round-trip test because `raw` was unaffected. So the round-trip test asserts `Formula::format`, the parsed field, and its `raw` assertion is there to *show* that `raw` cannot be the witness. Injecting the fault (a walker that drops the clause) fails that one test and **nothing else in `improvise-io`** — 242 other tests, including the whole `format_md`↔`parse_md` characterization suite and the grammar-walking properties, pass. That is the measurement, not an argument. ### What persistence does and does not do here The user's constraint — "should not affect persistence at all, except to store format metadata" — holds by construction and the job was to not break it. `format_f64` is display; `persistence/format.rs::format_number` is a different function in a different crate writing Rust's shortest round-trip form. **The regression to watch for is routing a save through the display formatter** so the file matches what the user sees: a model has many views (gotcha 29), so there is no single right answer and the last save would win. Gotcha 8 forbids feeding a rounded value back into *eval*; this is its persistence twin. What did change on disk is metadata only: newly created views write `format: ,.2` where they wrote `format: ,.0`, and a formula line may now carry a `FORMAT` suffix. Existing documents are unaffected — `format_md` has always written the `format:` line explicitly whenever `number_format` is non-empty and `View::new`'s value has never been empty, so every document improvise has ever written carries its own and no migration exists to get wrong. One consumer that is display but reads like persistence: **CSV export** goes through `display_text` and therefore through the view's format, as it always has. A document with no explicit `format:` line now exports two decimals. That is pre-existing behaviour meeting a new default, not a new coupling.