Summary:
The problem is that the implementation for a summary update was relying on type consistency to get columns (ie: matches agains colId and type).
Type consistency is an attempt at maintaining consistent type across same-named column for summaries of same table.
But the problem is that the consistency of types is NOT a strict guarantee or an invariant, more of a best-effort attempt (there are too many possible sequences of operations possible with renaming/adding/removing in summary tables and the underlying table).
With current implementation and with a document violating the type consistency, a summary table could end up with fields referencing columns to the former summary table (more detail below(1)). Which is a bad state (yields js errors on the client).
This diff fixes this issue by relaxing the type comparison when search for same-named column.
(1) __Below is a description of how a violation of type consistency could end-up in bad state document (example taken from the reported bug):__
> In this document, let's assume two summary tables `Table1 [by A]` and `Table1 [Totals]`. Let's also assume Table1 and `Table1 [Totals]` both have an `Amount(Numeric)` column, and that `Table1 [by A]` has one `Amount(Any)` column (violating the type consistency principle). Now when users wanted to change the `Table1 [Totals]` section to group by 'A', grist found that there is already a summary table with same grouping. But it couldn't find a matching column for `Amount(Numeric)` so it created a new one. Except that because there was still an `Amount(Any)` the new column was named `Amount2` which caused following code to ignore it and in particular forgetting to update it's corresponding section's field which was then pointing toward the column of a different table (which is bad).
Test Plan: Added python test.
Reviewers: georgegevoian
Reviewed By: georgegevoian
Differential Revision: https://phab.getgrist.com/D3809
Summary:
Adds a "Duplicate Table" menu option to the tables listed on
the Raw Data page. Clicking it opens a dialog that allows you to
make a copy of the table (with or without its data).
Test Plan: Python, server, and browser tests.
Reviewers: jarek, paulfitz
Reviewed By: jarek, paulfitz
Subscribers: jarek
Differential Revision: https://phab.getgrist.com/D3619
Summary:
Changes auto-generated summary table IDs from e.g. `GristSummary_6_Table1` to `Table1_summary_A_B` (meaning `Table1` grouped by `A` and `B`). This makes it easier to write formulas involving summary tables, make API requests, understand logs, etc.
Because these don't encode the source table ID as reliably as before, `decode_summary_table_name` now uses the summary table schema info, not just the summary table ID. Specifically, it looks at the type of the `group` column, which is `RefList:<source table id>`.
Renaming a source table renames the summary table as before, and now renaming a groupby column renames the summary table as well.
Conflicting table names are resolved in the usual way by adding a number at the end, e.g. `Table1_summary_A_B2`. These summary tables are not automatically renamed when the disambiguation is no longer needed.
A new migration renames all summary tables to the new scheme, and updates formulas using summary tables with a simple regex.
Test Plan:
Updated many tests to use the new style of name.
Added new Python tests to for resolving conflicts when renaming source tables and groupby columns.
Added a test for the migration, including renames in formulas.
Reviewers: georgegevoian
Reviewed By: georgegevoian
Differential Revision: https://phab.getgrist.com/D3508
Summary:
Summary tables now have their own raw viewsection, and are shown
under Raw Data Tables on the Raw Data page.
Test Plan: Browser and Python tests.
Reviewers: jarek
Reviewed By: jarek
Differential Revision: https://phab.getgrist.com/D3495
Summary:
Adds some special handling to summary table and lookup logic:
- Source rows with empty choicelists/reflists get a corresponding summary row with an empty string/reference when grouping by that column, instead of excluding them from any group
- Adds a new `QueryOperation` 'empty' in the client which is used in `LinkingState`, `QuerySet`, and `recursiveMoveToCursorPos` to match empty lists in source tables against falsy values in linked summary tables.
- Adds a new parameter `match_empty` to the Python `CONTAINS` function so that regular formulas can implement the same behaviour as summary tables. See https://grist.slack.com/archives/C0234CPPXPA/p1654030490932119
- Uses the new `match_empty` argument in the formula generated for the `group` column when detaching a summary table.
Test Plan: Updated and extended Python and nbrowser tests of summary tables grouped by choicelists to test for new behaviour with empty lists.
Reviewers: georgegevoian
Reviewed By: georgegevoian
Differential Revision: https://phab.getgrist.com/D3471
Summary:
Summary columns now have their own conditional rules,
which are not shared with sister columns.
Test Plan: New test
Reviewers: alexmojaki
Reviewed By: alexmojaki
Subscribers: dsagal
Differential Revision: https://phab.getgrist.com/D3388
Summary:
Updating one summary groupby columns is handle by the
`update_summary_section`. That routine is in charge of creating a new
summary table and transfer all possible columns from old table to the
new one, so that the new table appear to change only the minimum to
users.
The problem that this diff address is that, the logic to decide what columns we need to keep, only applies to the visible
fields and ignore the hidden columns, causing all hidden columns to be removed. This diff, simply
changes that routine to address all columns.
the mutliple fixes on the test_summary2.py result from a change of
ordering of columns: the culprit is the `group` columns, which is by
default a hidden columns and that had to be explicitely added back to
the new summary table. It is now transferred automatically, like other
columns, which does cause a little change of ordering on the db. This
should not result in any display order changes for the users.
Recent related diff: https://phab.getgrist.com/D3351
Test Plan: Includes new test case; both python and nbrowser
Reviewers: alexmojaki
Reviewed By: alexmojaki
Differential Revision: https://phab.getgrist.com/D3393
Summary:
Description of the problem can be found here: https://grist.slack.com/archives/C069RUP71/p1634899282005600
- users removing a group by column that is of type numeric was
resulting in the column missing from the summary table. Where
instead is should be present as a 'SUM($group.${col.colId})'
formula column
- this diff fixes that issue and adds unit test
Test Plan: Should not break anything. Adds not test case.
Reviewers: alexmojaki
Reviewed By: alexmojaki
Subscribers: alexmojaki
Differential Revision: https://phab.getgrist.com/D3351
Summary:
Adding conditional formatting rules feature.
Each column can have multiple styling rules which are applied in order
when evaluated to a truthy value.
- The creator panel has a new section: Cell Style
- New user action AddEmptyRule for adding an empty rule
- New columns in _grist_Table_columns and fields
A new color picker will be introduced in a follow-up diff (as it is also
used in choice/choice list/filters).
Design document:
https://grist.quip.com/FVzfAgoO5xOF/Conditional-Formatting-Implementation-Design
Test Plan: new tests
Reviewers: georgegevoian
Reviewed By: georgegevoian
Subscribers: alexmojaki
Differential Revision: https://phab.getgrist.com/D3282
Summary:
Adding sort options for columns.
- Sort menu has a new option "More sort options" that opens up Sort left menu
- Each sort entry has an additional menu with 3 options
-- Order by choice index (for the Choice column, orders by choice position)
-- Empty last (puts empty values last in ascending order, first in descending order)
-- Natural sort (for Text column, compares strings with numbers as numbers)
Updated also CSV/Excel export and api sorting.
Most of the changes in this diff is a sort expression refactoring. Pulling out all the methods
that works on sortExpression array into a single namespace.
Test Plan: Browser tests
Reviewers: alexmojaki
Reviewed By: alexmojaki
Subscribers: dsagal, alexmojaki
Differential Revision: https://phab.getgrist.com/D3077
Summary: Updates the summary column type correctly, rebuilds the table model
Test Plan: Added a python unit test, tested manually in browser
Reviewers: dsagal
Reviewed By: dsagal
Differential Revision: https://phab.getgrist.com/D2973
Summary: Detached formula uses CONTAINS()
Test Plan: Added to existing unit test
Reviewers: dsagal
Reviewed By: dsagal
Differential Revision: https://phab.getgrist.com/D2972
Summary:
This makes it possible to set the type of a column to ReferenceList, but the UI is terrible
ReferenceList.ts is a mishmash of ChoiceList and Reference that sort of works but something about the CSS is clearly broken
ReferenceListEditor is just a text editor, you have to type in a JSON array of row IDs. Ignore the value that's present when you start editing. I can maybe try mashing together ReferenceEditor and ChoiceListEditor but it doesn't seem wise.
I think @georgegevoian should take over here. Reviewing the diff as it is to check for obvious issues is probably good but I don't think it's worth trying to land/merge anything.
Test Plan: none
Reviewers: dsagal
Reviewed By: dsagal
Subscribers: georgegevoian
Differential Revision: https://phab.getgrist.com/D2914
Summary:
Added CONTAINS 'function' which can be used in lookups
Changed LookupMapColumn._row_key_map to use right=set so one row can have many keys when CONTAINS is used.
Use CONTAINS to implement group column in summary table, while helper column in source table can reference and create multiple rows in summary table, especially when summarising by ChoiceList columns.
Use itertools.product to generate all combinations of lookup keys and groupby values.
cleanup
Test Plan: Added python unit tests.
Reviewers: dsagal
Reviewed By: dsagal
Subscribers: paulfitz, dsagal
Differential Revision: https://phab.getgrist.com/D2900
Summary: Changes that move towards python 3 compatibility that are easy to review without much thought
Test Plan: The tests
Reviewers: dsagal
Reviewed By: dsagal
Differential Revision: https://phab.getgrist.com/D2873
Summary:
this moves sandbox/grist to core, and adds a requirements.txt
file for reconstructing the content of sandbox/thirdparty.
Test Plan:
existing tests pass.
Tested core functionality manually. Tested docker build manually.
Reviewers: dsagal
Reviewed By: dsagal
Differential Revision: https://phab.getgrist.com/D2563