feat: open the corp grouping with the scored week (v0.98.0)

CHANGELOG.d/0.98.0-analysis-run-open-report-grouping.md

@@ -0,0 +1,4 @@
+# 0.98.0 Open the corp grouping with the scored week
+
+Open period report 2026-W02 also switches Report grouping to Corporate
+entity and marks Demo Corp current. Mean θ stays on the report panel.

CHANGELOG.md

@@ -4,6 +4,16 @@ All notable changes to this project are documented here. Format follows
 [Keep a Changelog](https://keepachangelog.com/en/1.1.0/); versioning follows
 [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [0.98.0] - 2026-08-17
+
+### Added
+
+- Opening **Open period report 2026-W02** from a corporate-entity
+  analysis run also switches Report grouping to Corporate entity and
+  marks the Demo Corp grouping current. The opened report is named
+  Demo Corp, not a UUID. Mean θ stays on the report panel. No TEPP
+  theta is invented.
+
 ## [0.97.0] - 2026-08-17
 
 ### Added

CLAUDE.md

@@ -42,4 +42,5 @@ then start. Do not invent a theta. Hover the Result prefix to read
 the parent-choice digest.
 After `make seed`, open **Period report · Succeeded · Demo Corp**,
 then **Open period report 2026-W02**. The report period field is
-focused. Mean θ stays on the period-report panel.
+focused. Report grouping is Corporate entity and Demo Corp is current.
+Mean θ stays on the period-report panel.

backend/app/analysis_run_ingestion.py

@@ -90,6 +90,24 @@
 """
 
 
+def scope_grouping_key(row: Any) -> str | None:
+    """Persist the reconstruct grouping key for the run's authorized scope.
+
+    A corporate-entity report run stores the week on ``scope_key``. The
+    grouping that reconstruct and the period-report panel share is the
+    corporate entity (or process unit / thread group), never that week
+    label and never a theta.
+    """
+    scope = row["scope_kind_code"]
+    if scope == "analysis_scope_corporate_entity" and row["corporate_entity_id"]:
+        return str(row["corporate_entity_id"])
+    if scope == "analysis_scope_process_unit" and row["process_unit_id"]:
+        return str(row["process_unit_id"])
+    if scope == "analysis_scope_thread_group" and row["scope_key"]:
+        return str(row["scope_key"])
+    return None
+
+
 def _iso(value: Any) -> str:
     """Serialize a timestamptz the same way post payloads do."""
     return value.isoformat() if hasattr(value, "isoformat") else str(value)
@@ -253,6 +271,9 @@ async def _serialize_runs(
             item["scope_entity_name"] = row["scope_entity_name"]
         if row["scope_key"]:
             item["scope_key"] = row["scope_key"]
+        grouping_key = scope_grouping_key(row)
+        if grouping_key:
+            item["scope_grouping_key"] = grouping_key
         payload.append(item)
     return payload
 

backend/app/report_ingestion.py

@@ -490,10 +490,14 @@ async def fetch_period_reports(
         selected_by_group[row["grouping_key"]].append(row)
     payload: list[dict[str, Any]] = []
     for header in headers:
+        grouping_key = header["grouping_key"]
         payload.append(
             {
                 "grouping_kind": header["grouping_kind"],
-                "grouping_key": header["grouping_key"],
+                "grouping_key": grouping_key,
+                "grouping_label": await resolve_grouping_label(
+                    conn, header["grouping_kind"], grouping_key
+                ),
                 "period_code": header["period_code"],
                 "rubric_version": header["rubric_version"],
                 "selected_model": header["selected_model"],

docs/adr/0024-seed-period-report-analysis-run.md

@@ -47,8 +47,10 @@ on a path that is not allowed to (ADR 0021 / ADR 0022 / ADR 0023).
 After `make seed`, Demo Analyst opens Analysis runs and sees
 **Period report · Succeeded · Demo Corp** next to the lineage and TEPP
 rows. Opening it shows the cutoff posts and **Open period report
-2026-W02** (the week stored on `scope_key`). Mean θ remains on the
-period-report panel. Re-seed is idempotent on
+2026-W02** (the week stored on `scope_key`). That click also switches
+Report grouping to Corporate entity and marks the Demo Corp grouping
+current, using the persisted scope grouping key. Mean θ remains on
+the period-report panel. Re-seed is idempotent on
 `demo-report-seed-2026-w02`.
 
 ## References — APA 7th

frontend/package.json

@@ -1,7 +1,7 @@
 {
   "name": "frontend",
   "private": true,
-  "version": "0.97.0",
+  "version": "0.98.0",
   "type": "module",
   "scripts": {
     "dev": "vite",

frontend/src/App.css

@@ -48,6 +48,12 @@
   font-size: 1rem;
 }
 
+.post-list-item[aria-current="true"],
+.ticket-list-item[aria-current="true"] {
+  border-color: #2563eb;
+  box-shadow: inset 0 0 0 1px #2563eb;
+}
+
 .post-badge {
   font-size: 0.75rem;
   opacity: 0.7;

frontend/src/App.test.tsx

@@ -189,6 +189,7 @@ describe("App, authenticated", () => {
             scope_kind_label: "Corporate entity",
             scope_entity_name: "Demo Corp",
             scope_key: "2026-W02",
+            scope_grouping_key: "corp-1",
             status_code: reportSucceeded ? "analysis_status_succeeded" : "analysis_status_failed",
             status_label: reportSucceeded ? "Succeeded" : "Failed",
             knowledge_cutoff: "2026-01-12T12:00:00Z",
@@ -674,6 +675,7 @@ describe("App, authenticated", () => {
                 scope_kind_label: "Corporate entity",
                 scope_entity_name: "Demo Corp",
                 scope_key: "2026-W02",
+                scope_grouping_key: "corp-1",
                 status_code: options?.failedReportRun
                   ? ("analysis_status_failed" as const)
                   : ("analysis_status_succeeded" as const),
@@ -743,7 +745,7 @@ describe("App, authenticated", () => {
               {
                 grouping_kind: "corporate_entity",
                 grouping_key: "corp-1",
-                grouping_label: "Test Corp",
+                grouping_label: "Demo Corp",
                 mean_theta: 0.01,
                 post_count: 8,
                 link_method: "fipc",
@@ -793,6 +795,59 @@ describe("App, authenticated", () => {
           }),
         );
       }
+      if (url.includes("/api/reports/corporate_entity/") && method === "GET") {
+        return Promise.resolve(
+          jsonResponse({
+            grouping_kind: "corporate_entity",
+            period_code: url.includes("2026-W03") ? "2026-W03" : "2026-W02",
+            reports: [
+              {
+                grouping_key: "corp-other",
+                grouping_label: "Other Corp",
+                selected_model: "grm",
+                mean_theta: -0.2,
+                mean_theta_sd: 0.1,
+                post_count: 2,
+                item_count: 3,
+                fit_converged: true,
+                link_method: "fipc",
+                anchor_period_code: "2026-W02",
+                delta_mean_theta: null,
+                selected_items: [],
+                members: [],
+              },
+              {
+                grouping_key: "corp-1",
+                grouping_label: "Demo Corp",
+                selected_model: "grm",
+                mean_theta: 0.42,
+                mean_theta_sd: 0.1,
+                post_count: 8,
+                item_count: 3,
+                fit_converged: true,
+                link_method: "fipc",
+                anchor_period_code: "2026-W02",
+                delta_mean_theta: null,
+                selected_items: [
+                  { item_code: "sales_lead_specificity", rank: 1, information: 0.7 },
+                ],
+                members: [
+                  {
+                    post_id: "post-1",
+                    post_title: "Public post",
+                    theta_eap: 0.91,
+                    theta_sd: 0.2,
+                    ticket_due_date: "2026-01-12",
+                    ticket_title: "Send Northridge Grid the revised quote",
+                    ticket_status_code: "open",
+                    ticket_status_label: "Open",
+                  },
+                ],
+              },
+            ],
+          }),
+        );
+      }
       if (url.includes("/api/reports/") && method === "GET") {
         return Promise.resolve(
           jsonResponse({
@@ -2119,9 +2174,20 @@ describe("App, authenticated", () => {
     await userEvent.clear(periodInput);
     await userEvent.type(periodInput, "2026-W03");
     expect(periodInput).toHaveValue("2026-W03");
+    const groupingSelect = screen.getByLabelText("Report grouping");
+    expect(groupingSelect).toHaveValue("process_unit");
     await userEvent.click(screen.getByRole("button", { name: "Open period report 2026-W02" }));
     expect(periodInput).toHaveValue("2026-W02");
+    expect(groupingSelect).toHaveValue("corporate_entity");
     expect(periodInput).toHaveFocus();
+    expect(
+      screen.getByRole("button", { name: "Compare corporate_entity: Demo Corp" }),
+    ).toHaveAttribute("aria-current", "true");
+    expect(
+      screen.getByRole("button", { name: "Compare process_unit: Demo Report High" }),
+    ).not.toHaveAttribute("aria-current");
+    expect(await screen.findByText(/Demo Corp: mean θ 0\.42/)).toBeInTheDocument();
+    expect(screen.queryByText(/corp-1: mean θ/)).not.toBeInTheDocument();
   });
 
   it("does not tell a failed period report to connect the measurement service", async () => {