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fix(pivot-table): requery when totals and subtotals options change - #45306
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rusackas
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Really thorough root-cause writeup, and the fix for the four toggles themselves looks right. CodeAnt's metricsLayout/transposePivot point checks out though: both are still renderTrigger: true in controlPanel.tsx, and by this PR's own root-cause analysis the renderer's collapsed-level requirement depends on which axis the metric pseudo-dimension lands on, which is exactly what metricsLayout controls. Toggling "Apply metrics on" (or transposePivot) with a totals/subtotals option already checked would hit the same stale-rollup-level bug this PR fixes for the four direct controls, just via a different trigger.
Worth dropping renderTrigger from those two as well, or saying explicitly why they're out of scope if there's a reason I'm missing. Also needs a rebase, it's showing conflicts with master right now. The two failing CI checks (test-storybook, playwright-tests) both died on infra-level apt/package issues (digest-mismatch), not this diff.
Totals and subtotals for non-additive metrics are database rollup levels chosen from the Options toggles, but those toggles are renderTrigger controls, so changing them re-renders the stored result without requerying. Separately, with the metric pseudo-dimension on the metric axis, the fully collapsed level doubles as the per-metric group subtotal, yet buildGroupbyCombinations only requests it for the opposite total. Add failing tests pinning both: the four toggles must not be renderTrigger, "Show rows/columns subtotal" alone must request the per-metric subtotal level, and it must change the generated query. Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
Totals and subtotals for non-additive metrics are rollup levels fetched by the chart query, so the "Show rows/columns total" and "Show rows/columns subtotal" options must trigger a real query instead of re-rendering the stored result, which lacked the new levels (empty total cells, no Subtotal lines, and collapsing a group hid it entirely). Drop renderTrigger from the four controls. Also request the level the renderer draws as each metric group's Subtotal line. With the metric pseudo-dimension on an axis, the fully collapsed level on that axis is that line, but it was only requested by the opposite axis's total, so "Show rows subtotal" alone (metrics on rows) or "Show columns subtotal" alone (metrics on columns) produced the same query as no options. The new clauses are skipped when metrics are combined, where no such line exists and a percent mode would otherwise let the extra level through and make the renderer throw. Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
…metrics The subtotal tests covered transposePivot only with combined metrics. Add generator-level cases for non-combined metrics with transposePivot: the metric axis follows metricsLayout in display coordinates (display rows are groupbyColumns, display columns are groupbyRows), so the collapsed level is requested only for the matching subtotal toggle and the opposite toggle adds no level. Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
The axis the metrics land on ("Apply metrics on") and "Transpose pivot"
decide which dimensions form the rollup levels and which collapsed level
the totals/subtotals options need. As renderTrigger controls they
re-rendered the stored result, so changing either with a totals or
subtotals option already checked used levels the earlier query never
fetched (empty total cells, missing Subtotal lines) for non-additive
metrics. Drop renderTrigger from both so changing them requeries.
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
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aminghadersohi
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Two places that track this builder's level contract did not move with it: the Python rebuild in form_data_query_context.py, and combineMetric's renderTrigger.
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The metricsLayout/transposePivot gap I flagged is fixed now, both have renderTrigger dropped and the tests cover them. Leaving this to @aminghadersohi's review though, since they just caught two more spots in the same family (combineMetric and the form_data_query_context.py rebuild). |
"Combine metrics" decides whether a per-metric subtotal level exists and which metric-axis rollup levels are requested, so it changes the levels the totals/subtotals options need. As a renderTrigger control it re-rendered the stored result, so unchecking it with a subtotals option already checked used a level the earlier query never fetched. Drop renderTrigger so changing it requeries. Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
The form-data query builder mirrors the Pivot Table plugin's rollup-level selection, but still gated the fully collapsed level on the metric axis only by the opposite axis's total. The plugin now also requests that level for the metric axis's own subtotal toggle (rowSubTotals with metrics on rows, colSubTotals with metrics on columns), because the renderer draws it as each metric group's Subtotal line; combined metrics draw no such line and are excluded. Native pivot queries rebuilt from form data therefore lacked the level for "Show rows/columns subtotal" alone. Port the same rule and add tests that mirror the plugin's cases (territory x quarter, SUM and AVG), including transposePivot, the opposite-toggle controls and combined metrics with a percent mode. Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com>
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Thanks for the careful review. Done: |
aminghadersohi
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_pivot_grouping_sets now applies the plugin's metric-axis subtotal rule, and combineMetric requeries when toggled, so both builders request the same rollup levels.
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SUMMARY
With non-additive metrics (for example
AVG), the Pivot Table gets its totals and subtotals from rollup levels returned by the chart query (grouping_sets, see SIP-216). Which levels are requested is derived from the Show row summaries / Show rows subtotal / Show column summaries / Show columns subtotal options. Two problems followed from that:renderTrigger, so toggling one re-rendered the stored result without a new query. The table drew Total rows/columns and the group collapse toggles, but the total cells were empty and no Subtotal lines appeared until a requery was forced. In that state, collapsing a group hid the whole group instead of collapsing it to its subtotal row.buildGroupbyCombinationsonly requested that level for "Show column summaries", so with only "Show rows subtotal" the generated query was identical to the no-options query (same cache entry) and no subtotal rows were ever fetched. The mirror case is "Show columns subtotal" with metrics applied on columns, which was gated only on "Show row summaries".ROOT CAUSE
renderTrigger: trueon the four controls dates from when every total was computed client-side from leaf rows (feat: Adds options to show subtotals in Pivot Table #24960). SIP-216 (feat(table/pivot-table): correct non-additive totals/subtotals via DB rollup [SIP-216] #41184) made non-additive totals database-computed and chosen per toggle, but left the flag on. feat(pivot-table): reintroduce show-values-as-fraction display option #42761 hit the same class of problem forshowValuesAsby adding that control withoutrenderTrigger; the four toggles were not revisited.rowPrefixNeeded([])/colPrefixNeeded([])inbuildGroupbyCombinationsassumed the renderer's hierarchy equalsgroupbyRows/groupbyColumns. It does not once the metric dimension is prepended to the metric axis.CHANGES
controlPanel.tsx: removerenderTriggerfromrowTotals,rowSubTotals,colTotalsandcolSubTotals, and also frommetricsLayout("Apply metrics on"),transposePivotandcombineMetric. Which axis the metrics land on, which dimensions form rows and columns, and whether metrics are combined all decide which rollup level the totals/subtotals options need, so changing them with an option already checked had the same stale-level problem. Toggling any of them now marks the chart as needing an update, and Run fetches the levels it needs (same treatment asshowValuesAs). Charts whose metrics are all additive, or that use a result aggregation, also need Run after a change now.utilities.ts: also request the collapsed metric-axis level for the metric axis's own subtotal option. It is skipped when metrics are combined (combineMetric), because no per-metric subtotal line exists there and a percent mode would otherwise carry the extra level through the combined-metrics filter and break rendering.form_data_query_context.py:_pivot_grouping_setsis the declared Python mirror of the frontend level builder (used when queries are rebuilt from form data, e.g. MCP chart tools and the export fallback); it now applies the same metric-axis subtotal rule so it matches the chart.transposePivot, the generated query, the combined-metrics percent cases (levels unchanged, chart renders), and a parametrized Python test of_pivot_grouping_setsusing the same territory/quarter cases as the plugin tests. Run against the previous code, the control, level, query and Python level tests fail.BEFORE/AFTER SCREENSHOTS
Before video: https://gist.githubusercontent.com/sadpandajoe/a7524beba653265a119d951b09036f81/raw/ae1a30051a0ee0c23225b0dff5296c2021fce145/before.mp4
After video: https://gist.githubusercontent.com/sadpandajoe/a7524beba653265a119d951b09036f81/raw/ae1a30051a0ee0c23225b0dff5296c2021fce145/after.mp4
Before: with column summaries checked, toggling "Transpose pivot" (or "Apply metrics on") re-rendered instantly from the stored result (⚡), leaving blank Total or Subtotal cells until a requery was forced; "Show rows subtotal" alone never showed Subtotal lines.
After: each of these controls marks the chart as needing an update; after Run the Total/Subtotal cells are filled in, "Show rows subtotal" alone shows a Subtotal line per row group, and collapsing a group leaves its subtotal row.
The recordings above were captured at an earlier commit of this branch (before
combineMetricand the Python mirror were added); they cover the totals/subtotals options, "Apply metrics on" and "Transpose pivot". Browser evidence for the latest commits will be added once an environment is available.The recordings walk through each case: rows subtotal alone, column summaries, all four options with a collapsed group, the metrics-on-columns mirror, switching "Apply metrics on", toggling "Transpose pivot", and the adjacent checks ("Show values as", combined metrics with a percent display mode, an additive-only chart, and the Median result aggregation).
TESTING INSTRUCTIONS
territory, Columnsquarter, MetricsSUM(sales)andAVG(sales), "Apply metrics on" Rows. Run it.cd superset-frontend && npx jest plugins/plugin-chart-pivot-table;pytest tests/unit_tests/mcp_service/chart/test_native_chart_regressions.pyADDITIONAL INFORMATION