complete category-scoped values, rules, and report parity

- Add category-bound date and numeric values
- Complete rule execution and conflict handling
- Expand Markdown and HTML report output

PRESETS.md

@@ -54,7 +54,8 @@ It provides:
   and Customer.
 - Calls, meetings, and follow-ups under an Activities hierarchy.
 - Open, waiting, and resolved issue states.
-- Numeric expense records with a summed Amount column.
+- Category-scoped expense values with a summed Amount column and per-section
+  `% of total` companion.
 - A sectioned status report divided into urgent and routine material.
 - Filing rules that collect priority-one work into the status report and detect
   follow-up wording.
@@ -68,7 +69,8 @@ CRM, client service, fundraising, vendor management, or case tracking.
 
 Study Deck is inspired by the idea of using Agenda items and notes as a learning
 system. The item text is a question, its multiline note is the answer, `When` is
-the next review date, and the numeric value is a visible learning-cycle number.
+the next review date, and the Cycle numeric category holds its learning-cycle
+number.
 
 It provides:
 
@@ -119,7 +121,7 @@ It provides:
 
 - Course categories for Breakfast, Main Dishes, Desserts, and Drinks.
 - Cuisine, dietary, ingredient, Quick, and Favorites classifications.
-- A numeric Servings value shown alongside each recipe.
+- An independent Servings numeric-category value shown alongside each recipe.
 - Recipe Box, Favorites, Main Dishes, Quick Meals, Vegetarian, and sectioned By
   Course views.
 - Five small original recipes covering different courses and dietary tags.
@@ -135,7 +137,8 @@ ingredients as children of Ingredients to turn the preset into a deeper index.
 ## `rides`
 
 Bicycle Log demonstrates numeric reporting and several overlapping category
-dimensions. Ride distance is stored as the item's numeric value in kilometres.
+dimensions. Ride distance is stored under the Distance numeric category in
+kilometres.
 
 It provides:
 
@@ -149,8 +152,9 @@ It provides:
 - Rules that recognize ride and maintenance wording.
 - `logride` and `servicereminder` capture macros.
 
-Use `F6` on a newly captured ride to record its numeric distance and date, then
-assign bicycle, ride type, route, and weather with `F3`.
+Assign Distance with `F3`, select the Distance cell with Left/Right, and press
+`F2` to enter kilometres. Use `F6` for the ride date, then assign bicycle, ride
+type, route, and weather with `F3`.
 
 ## `people`
 
@@ -166,7 +170,7 @@ It provides:
   hiring activity.
 - People Directory, Upcoming Reviews, Goals, Development, Candidates, and
   Achievements views.
-- A numeric Progress example on a dated goal.
+- A category-scoped Progress value displayed on dated goals.
 - Filing rules for `Person:`, `Review:`, and `Goal:` capture conventions.
 - `addperson` and `addgoal` prompt-driven macros.
 

PROJECT.md

@@ -70,7 +70,8 @@ Research URLs:
 
 - [x] `.agnd` SQLite documents, schema migration metadata, foreign keys, WAL,
   transactions, integrity-friendly soft deletion, and automatic checkpoints.
-- [x] Items with free text, note, priority, When, Done, alarm, numeric value,
+- [x] Items with free text, note, priority, When, Done, alarm, independent
+  category-scoped numeric/date values,
   recurring schedule, creation/update timestamps, manual order, and prerequisite
   links. Completion advances recurring work and carries alarms and filing forward.
 - [x] Categories with hierarchy, inheritance in queries, kinds (standard, date,
@@ -136,28 +137,21 @@ Research URLs:
 
 ## Supported with a modern interpretation
 
-- [x] Numeric calculations currently use one optional `numeric_value` per item and
-  expose five named aggregate modes: `sum`, `avg`, `count`, `min`, and `max`
-  (`model/enums.rs` `Aggregate`, `ui.rs` `aggregate_value`). Sum, average, minimum,
-  and maximum operate on the populated values in a section. Count currently counts
-  every item in the section, whereas Lotus Count counted populated entries in the
-  numeric column. The names therefore align with Lotus, but the data model,
-  category scoping, Count semantics, formatting, and presentation do not yet have
-  full parity.
-- [x] Conditions / actions: each `CategoryRule` pairs a parsed condition
-  expression (`filter.rs` `Predicate`: text/note containment, category membership,
-  priority and numeric-value comparison, done / has-note / has-date / due-within /
-  overdue / alarm / recurring) with a deterministic action (`RuleActionKind`:
-  assign, exclude, priority, value, when, alarm, repeat, done). This is a useful
-  modern predicate-to-mutation engine, but it is not yet a faithful implementation
-  of Lotus conditions and actions. Re-evaluation on item change is currently tied
-  to automatic filing, and a conditional assignment is not withdrawn when its
-  predicate becomes false. `Done` overlaps one Lotus Special action; rule-driven
-  export and discard are missing.
+- [x] Numeric calculations use independent item–numeric-category values and
+  category-bound view columns. Count, Total, Average, Minimum, and Maximum follow
+  populated-cell semantics per section; formatting and `% of total` are column
+  properties. The retired `items.numeric_value` column remains only as a migration
+  bridge for version-4 documents and older API callers.
+- [x] Conditions and actions follow separate Lotus lifecycles. Conditions maintain
+  reversible conditional assignments to their own categories; actions fire once
+  on source-category entry and make explicit persistent changes. Category-scoped
+  date/numeric ranges and actions, removal, Done/export/discard Special actions,
+  scoped Utilities Execute, and inspectable non-convergence state are supported.
 - [x] Printing: view-aware Markdown and styled HTML reports are the portable
   print/preview foundation, alongside CSV and JSON data exports. Markdown and HTML
-  currently omit aggregate rows, percentage-of-total columns, numeric formatting,
-  and other report-layout fidelity listed below.
+  include live-view aggregate rows, percentage-of-total columns, portable numeric
+  formatting, relative widths/alignment, print CSS, metadata, and optional headers
+  and footers.
 - [x] Backups: SQLite durability is supplemented by explicit/manual and
   backup-on-open `.agnd.bak` snapshots after a full WAL checkpoint. Ordinary
   filesystem backup tools also work on `.agnd` files.
@@ -174,60 +168,60 @@ file-format compatibility are not parity goals.
 
 ### Numeric data and calculations
 
-- [ ] Store a separate value for every item–numeric-category assignment instead of
-  the current single `items.numeric_value` scalar. Preserve explicit, automatic,
-  and conditional assignment provenance while doing so.
-- [ ] Bind numeric view columns to a specific numeric category so several values,
+- [x] Store a separate value for every item–numeric-category assignment rather
+  than relying on the legacy `items.numeric_value` scalar. Preserve explicit,
+  automatic, and conditional assignment provenance while doing so.
+- [x] Bind numeric view columns to a specific numeric category so several values,
   such as Hours, Rate, Cost, and Budget, can coexist on one item and be displayed,
   filtered, sorted, edited, and aggregated independently.
-- [ ] Scope numeric conditions and numeric actions to a chosen numeric category,
+- [x] Scope numeric conditions and numeric actions to a chosen numeric category,
   with inside/outside minimum and maximum ranges and assignment removal.
-- [ ] Match Lotus aggregate semantics per numeric column and per section: Count
+- [x] Match Lotus aggregate semantics per numeric column and per section: Count
   populated numeric entries rather than rows, and calculate Total, Average,
   Minimum, and Maximum from that column's values only.
-- [ ] Add per-numeric-column display properties: label or currency symbol, decimal
+- [x] Add per-numeric-column display properties: label or currency symbol, decimal
   places, thousands separator, negative-number style, and full-precision storage
   independent of rounded display.
-- [ ] Implement `Display % of total` as a derived, non-editable companion column
+- [x] Implement `Display % of total` as a derived, non-editable companion column
   calculated within each section.
-- [ ] Make macro highlight context cell-aware. `#HIGHLIGHT_VALUE` must expose the
+- [x] Make macro highlight context cell-aware. `#HIGHLIGHT_VALUE` must expose the
   highlighted numeric, date, text, category, or item value so Agenda-style macro
   arithmetic can operate on document data rather than only on item text.
 
 ### Conditions and actions
 
-- [ ] Separate Lotus-style conditions from actions. A condition creates a live
+- [x] Separate Lotus-style conditions from actions. A condition creates a live
   conditional assignment to its own category; an action creates an explicit,
   persistent assignment or value change after an item enters its source category.
-- [ ] Withdraw conditional assignments automatically when their Text, Assignment,
+- [x] Withdraw conditional assignments automatically when their Text, Assignment,
   Date, or Numeric condition becomes false, while preserving explicit assignments.
-- [ ] Re-evaluate affected rules whenever their inputs change, independently of the
+- [x] Re-evaluate affected rules whenever their inputs change, independently of the
   automatic text-filing preference.
-- [ ] Implement category-scoped Assignment, Date, and Numeric conditions with the
+- [x] Implement category-scoped Assignment, Date, and Numeric conditions with the
   original positive/negative and inside/outside-range behavior.
-- [ ] Implement Assignment, Date, and Numeric actions with explicit persistence,
+- [x] Implement Assignment, Date, and Numeric actions with explicit persistence,
   including assignment removal and category-specific date and numeric values.
-- [ ] Complete Special actions: designate as done, export to a selected structured
-  destination, and discard. `Done` exists today; export and discard do not.
-- [ ] Add a user-facing re-evaluation command equivalent to Utilities `Execute`,
+- [x] Complete Special actions: designate as done, export to a selected structured
+  destination, and discard.
+- [x] Add a user-facing re-evaluation command equivalent to Utilities `Execute`,
   scoped to the current item, marked items, section, view, or whole document. This
   means applying rules to existing data, not executing an external process.
-- [ ] Surface circular or conflicting rules as inspectable document state instead
+- [x] Surface circular or conflicting rules as inspectable document state instead
   of only returning a non-convergence error.
 
 ### Markdown, HTML, and modern printing
 
-- [ ] Emit calculation-label footer rows and results for every configured aggregate
+- [x] Emit calculation-label footer rows and results for every configured aggregate
   in every Markdown and HTML section, using the same values as the live view.
-- [ ] Emit `% of total` companion columns when enabled and keep percentage values
+- [x] Emit `% of total` companion columns when enabled and keep percentage values
   consistent between the TUI, Markdown, and HTML.
-- [ ] Apply each numeric column's label/currency, decimal, separator, and negative
+- [x] Apply each numeric column's label/currency, decimal, separator, and negative
   formatting consistently in Markdown and HTML reports.
-- [ ] Preserve configured column alignment and relative widths in HTML and use
+- [x] Preserve configured column alignment and relative widths in HTML and use
   appropriate Markdown alignment markers where Markdown can represent them.
-- [ ] Add print-focused HTML styling: repeated table headers, sensible page breaks,
+- [x] Add print-focused HTML styling: repeated table headers, sensible page breaks,
   section continuity, note wrapping, and optional document/view headers and footers.
-- [ ] Include report metadata needed to understand an export: document description,
+- [x] Include report metadata needed to understand an export: document description,
   view name, active filters, and generation time, without changing data-only CSV
   and JSON exports into presentation formats.
 
@@ -244,11 +238,6 @@ file-format compatibility are not parity goals.
 
 ## Near-term plan
 
-1. Implement per-numeric-category values and category-bound numeric columns.
-2. Correct conditional-assignment lifecycle and separate conditions from explicit
-   actions.
-3. Complete aggregate, percentage, numeric-formatting, Markdown, and HTML report
-   parity.
-4. Add desktop alarm integration and in-application snooze controls.
-5. Add encrypted documents and secure unlock handling.
-6. Add property-based tests for complex hierarchy, rule, and numeric combinations.
+1. Add desktop alarm integration and in-application snooze controls.
+2. Add encrypted documents and secure unlock handling.
+3. Add property-based tests for complex hierarchy, rule, and numeric combinations.

README.md

@@ -14,8 +14,9 @@ database with the `.agnd` extension.
 ## Features
 
 - Free-form items with multiline notes, priority, due dates, done dates, alarms,
-  numeric values, recurring schedules, and prerequisites. Completing a recurring
-  item creates its next dated occurrence and carries its alarm and filing forward.
+  independent date and numeric category values, recurring schedules, and
+  prerequisites. Completing a recurring item creates its next dated occurrence
+  and carries its alarm and filing forward.
 - Hierarchical categories with inherited membership and explicit many-to-many
   assignment and negative exclusions: an item exists once but can appear in many
   contexts.
@@ -23,14 +24,15 @@ database with the `.agnd` extension.
   `today`, `tomorrow`, `next friday`, `in 3 days`, and ISO dates.
 - Live views for all items, tasks, upcoming work, completed work, and a datebook.
 - Full-text search plus composable Boolean filters over text, notes, categories,
-  dates, done state, priority, numeric value, alarms, recurrence, and relative due
-  windows.
+  dates, done state, priority, category-scoped numeric values, alarms, recurrence,
+  and relative due windows.
 - Agenda-style View Manager and Category Manager screens with editable live
   view definitions, hierarchy, category kinds, match phrases, and exclusivity.
 - Persistent per-view columns, custom headings and widths, numeric aggregates,
   filtered multi-section layouts, collapsed sections, and view reordering.
-- User-authored category rules with a live match preview and deterministic actions
-  for assignments, exclusions, priority, value, dates, and completion.
+- Lotus-style live conditions and persistent actions with match previews,
+  reversible conditional assignments, category-scoped date/numeric ranges and
+  values, assignment removal, completion, structured export, and discard.
 - Marking and bulk completion, soft deletion with Trash recovery, sorting, and
   dependency visibility.
 - View-scoped CSV, JSON, Markdown, HTML, and iCalendar export, text/iCalendar
@@ -130,13 +132,14 @@ or build failure stops the gate.
 
 | Key | Action |
 | --- | --- |
-| Arrows or `h j k l` | Move selection / scroll |
+| Up/Down or `j`/`k` | Move between item rows |
+| Left/Right | Move between cells/columns |
 | `Insert` or `n` | Add a free-form item |
-| `F2` or `e` | Edit the selected item |
+| `F2` or `e` | Edit the selected item or bound value cell |
 | `F3` or `c` | Assign categories |
 | `F4` or `d` | Toggle done |
 | `F5` | Edit the item's note |
-| `F6` or `p` | Edit item properties |
+| `F6` or `p` | Edit priority, When, alarm, and recurrence |
 | `F7` or `Space` | Mark for bulk operations |
 | `F8` or `v` | View Manager |
 | `F9` | Category Manager |
@@ -167,7 +170,8 @@ as typed TOML at `~/.config/rogue-agenda/preferences.toml`. The screen controls:
 - carriage-return and item markers
 - autosave checkpoint interval and destructive-action confirmations
 - ISO, US, European, or long date display and 12/24-hour time
-- decimal and thousands separators
+- decimal and thousands separators for legacy unbound numeric displays; bound
+  numeric columns carry their own portable report formatting
 
 Greenscreen, Nord, and Catppuccin Mocha use dedicated selected-row
 foreground/background pairs with at least 7:1 relative-luminance contrast.
@@ -184,7 +188,8 @@ retention (`on-demand`, `on-close`, `end-of-day`, or `immediate`), completed-ite
 policy, automatic filing, numeric date order, first day of the week, default and
 named times, and note-editor tab width. `this week` and `next week` honor the
 chosen week boundary; `morning`, `afternoon`, and `evening` honor their configured
-times.
+times, plus whether Markdown/HTML reports include document/view headers and
+footers.
 
 Enumerated preferences and document settings use choice popovers, so values such
 as themes, yes/no switches, policies, date formats, and week boundaries cannot be
@@ -258,7 +263,9 @@ Open the View Manager with `F8`. Press `n` to create a view, `e` to edit one,
 `Ctrl-Up`/`Ctrl-Down` to reorder it, or `Delete` to remove it.
 
 Boolean filters use `and`, `or`, `not`, and parentheses. Available predicates
-include `text~rust`, `note~budget`, `category=Work`, `priority<=2`, `value>100`,
+include `text~rust`, `note~budget`, `category=Work`, `priority<=2`,
+`numeric:Hours>7`, `numeric:Cost inside 100..500`,
+`date:"Review Date" outside 2026-08-01..2026-08-31`,
 `done`, `open`, `dated`, `undated`, `due<=7d`, `overdue`, `has-note`, `alarm`,
 `recurring`, and `nonrecurring`.
 For example:
@@ -267,15 +274,32 @@ For example:
 category=Work and open and (priority<=2 or due<=3d)
 ```
 
-Columns use `field:width:heading:aggregate`, separated by commas. Fields are
-`item`, `categories`, `when`, `priority`, `note`, `value`, `done`, `alarm`,
-`recurrence`, `created`, and `updated`; aggregates are `none`, `sum`, `avg`,
-`count`, `min`, or `max`.
+Columns use `field:width:heading:aggregate`, separated by commas. Ordinary fields
+are `item`, `categories`, `when`, `priority`, `note`, `done`, `alarm`,
+`recurrence`, `created`, and `updated`. Category values use `numeric[Category]`
+or `date[Category]`; aggregates are `none`, `sum`, `avg`, `count`, `min`, or
+`max`. A view may sort by a bound field such as `numeric[Hours]`.
 
 ```text
-item:55:Action:none,when:25:Due:none,value:20:Cost:sum
+item:55:Action:none,when:25:Due:none,numeric[Cost]:20:Cost:sum
 ```
 
+Numeric columns accept optional formatting fields after the aggregate:
+`label:decimals:decimal-separator:thousands:negative:percent:alignment`.
+Decimal separator is `dot` or `comma`; thousands is `comma`, `dot`, `space`, or
+`none`; negative style is `minus`,
+`parentheses`, or `trailing`; use `percent` to add a non-editable `% of total`
+companion column.
+
+```text
+numeric[Cost]:20:Cost:sum:$:2:dot:comma:parentheses:percent:right
+```
+
+Count counts populated numeric cells, not section rows. Total, Average, Minimum,
+and Maximum use only the bound category's populated values. Left/Right selects a
+cell; `F2` edits a bound numeric or date value. `#HIGHLIGHT_VALUE` and
+`#HIGHLIGHT_TYPE` follow that cell for macro arithmetic.
+
 Sections use `heading|filter`, separated by semicolons. Add `|collapsed` to make
 a section initially collapsed.
 
@@ -286,14 +310,22 @@ Urgent|priority=1;Upcoming|due<=7d;Someday|undated|collapsed
 ## Automatic category rules
 
 Open the Category Manager with `F9`, then create or edit a category. In addition
-to simple match phrases, each category can have a Boolean rule condition and an
-action. The form previews how many existing items match before saving.
+to simple match phrases, each category can have a Boolean condition and an
+action. The form previews how many existing items match before saving. A true
+condition creates a live conditional assignment to the category being edited;
+that assignment is withdrawn when the condition becomes false, without removing
+an explicit assignment. This lifecycle is independent of automatic text filing.
 
-Actions use `action:value`: `assign:Category`, `exclude:Category`, `priority:1`,
-`value:125.50`, `when:tomorrow at 3pm`, `alarm:tomorrow at 2pm`,
-`repeat:weekdays`, or `done:true`. `assign:` with no value assigns the category
-being edited. Rules are reapplied to existing information and whenever an item
-changes.
+An action fires once when an item enters the category and creates a persistent
+change. Actions use `action:value`: `assign:Category`, `exclude:Category`,
+`remove:Category`, `priority:1`, `numeric:Hours=7.5`,
+`date:Review Date=tomorrow`, `when:tomorrow at 3pm`,
+`alarm:tomorrow at 2pm`, `repeat:weekdays`, `done:true`,
+`export:jsonl|archive.jsonl`, or `discard:true`.
+
+Use `F10`, then `u`, for Utilities Execute. It reapplies conditions and actions
+to the current item, marked items, current section, current view, or whole
+document. `F10`, then `f`, shows circular/non-converging rule conflicts.
 
 ## Recurring work
 
@@ -301,7 +333,8 @@ Open item properties with `F6` and set a recurrence to `daily`, `weekdays`,
 `weekly`, `monthly`, `yearly`, or a rule such as `every 2 weeks`. The item must
 have a When date. Marking it done preserves the completed occurrence and creates
 the next open occurrence. Rogue Agenda shifts its alarm by the same interval and
-copies its note, priority, numeric value, recurrence, and explicit category
+copies its note, priority, recurrence, explicit category assignments, and
+category-scoped date/numeric values
 assignments. iCalendar import and export maps these schedules to `RRULE`.
 
 ## Design notes

src/app.rs

@@ -11,13 +11,14 @@ use ratatui::layout::Rect;
 
 use crate::{
     db::Database,
+    filter,
     macro_lang::{
         MacroAction, MacroContext, MacroRuntime, MenuChoice, PromptKind, key_to_source, macro_name,
         parse_key_binding,
     },
     model::{
-        Category, DateOrder, DocumentSettings, DonePolicy, Item, ItemChanges, MacroDef,
-        TrashPolicy, ViewDef, ViewKind, WeekStart,
+        Category, CategoryKind, DateOrder, DocumentSettings, DonePolicy, Item, ItemChanges,
+        MacroDef, TrashPolicy, ViewDef, ViewKind, WeekStart,
     },
     preferences::AppPreferences,
 };
@@ -41,6 +42,11 @@ pub enum InputKind {
     MacroEditor(Option<i64>),
     MacroBinding(i64),
     MacroPrompt(String),
+    CategoryValue {
+        item_id: i64,
+        category_id: i64,
+        kind: CategoryKind,
+    },
 }
 
 #[derive(Debug, Clone)]
@@ -56,7 +62,7 @@ pub struct InputState {
 #[derive(Debug, Clone)]
 pub struct PropsState {
     pub item_id: i64,
-    pub values: [String; 5],
+    pub values: [String; 4],
     pub field: usize,
 }
 
@@ -104,6 +110,10 @@ pub enum Mode {
     Views,
     CategoryManager,
     Menu,
+    Execute {
+        selected: usize,
+    },
+    RuleConflicts,
     Confirm {
         prompt: String,
         action: ConfirmAction,
@@ -151,6 +161,7 @@ pub struct App {
     pub(crate) view_index: usize,
     pub(crate) items: Vec<Item>,
     pub(crate) selected: usize,
+    pub(crate) selected_column: usize,
     pub(crate) scroll: usize,
     pub(crate) search: String,
     pub(crate) marked: HashSet<i64>,
@@ -161,6 +172,7 @@ pub struct App {
     pub(crate) status: String,
     pub(crate) should_quit: bool,
     pub(crate) item_rows: Vec<(Rect, i64)>,
+    pub(crate) item_columns: Vec<(Rect, usize)>,
     pub(crate) command_regions: Vec<Rect>,
     pub(crate) view_regions: Vec<Rect>,
     pub(crate) choice_regions: Vec<Rect>,
@@ -194,11 +206,12 @@ impl App {
     }
 
     fn build(
-        db: Database,
+        mut db: Database,
         path: PathBuf,
         preferences: AppPreferences,
         preferences_path: PathBuf,
     ) -> Result<Self> {
+        db.apply_rules_to_all()?;
         let views = db.views()?;
         let categories = db.categories()?;
         let document_settings = db.document_settings()?;
@@ -214,6 +227,7 @@ impl App {
             view_index: 0,
             items: vec![],
             selected: 0,
+            selected_column: 0,
             scroll: 0,
             search: String::new(),
             marked: HashSet::new(),
@@ -224,6 +238,7 @@ impl App {
             status: "Ready — capture first, organize later".into(),
             should_quit: false,
             item_rows: vec![],
+            item_columns: vec![],
             command_regions: vec![],
             view_regions: vec![],
             choice_regions: vec![],
@@ -268,6 +283,9 @@ impl App {
         self.categories = self.db.categories()?;
         self.view_index = self.view_index.min(self.views.len().saturating_sub(1));
         self.items = self.db.items(&self.views[self.view_index], &self.search)?;
+        self.selected_column = self
+            .selected_column
+            .min(self.current_view().columns.len().saturating_sub(1));
         self.selected = keep
             .and_then(|id| self.items.iter().position(|i| i.id == id))
             .unwrap_or(self.selected.min(self.items.len().saturating_sub(1)));
@@ -396,6 +414,11 @@ impl App {
             Mode::Views => self.handle_views(key),
             Mode::CategoryManager => self.handle_category_manager(key),
             Mode::Menu => self.handle_menu(key),
+            Mode::Execute { .. } => self.handle_execute(key),
+            Mode::RuleConflicts => {
+                self.mode = Mode::Normal;
+                Ok(())
+            }
             Mode::Confirm { .. } => self.handle_confirm(key),
             Mode::Choice(_) => self.handle_choice(key),
             Mode::MacroManager => self.handle_macro_manager(key),
@@ -414,6 +437,8 @@ impl App {
         let today = Local::now().date_naive();
         if today != self.current_day {
             self.current_day = today;
+            self.db.apply_rules_to_all()?;
+            self.refresh()?;
             if self.document_settings.trash_policy == TrashPolicy::EndOfDay {
                 let count = self.db.empty_trash()?;
                 if count > 0 {
@@ -428,6 +453,20 @@ impl App {
     fn macro_context(&self) -> MacroContext {
         let now = Local::now();
         let highlighted = self.selected_item();
+        let column = self.current_view().columns.get(self.selected_column);
+        let (highlight_type, highlight_value) = match (highlighted, column) {
+            (Some(item), Some(column)) => {
+                let kind = match column.field.as_str() {
+                    "numeric" | "value" | "priority" => "NUMERIC",
+                    "date" | "when" | "done" | "alarm" | "created" | "updated" => "DATE",
+                    "categories" => "CATEGORY",
+                    "item" => "ITEM",
+                    _ => "TEXT",
+                };
+                (kind, column.raw_value(item))
+            }
+            _ => ("NONE", String::new()),
+        };
         MacroContext {
             date: now.format("%Y-%m-%d").to_string(),
             time: now.format("%H:%M:%S").to_string(),
@@ -450,10 +489,8 @@ impl App {
                 _ => "BOX",
             }
             .into(),
-            highlight_type: highlighted.map_or("NONE", |_| "ITEM").into(),
-            highlight_value: highlighted
-                .map(|item| item.text.clone())
-                .unwrap_or_default(),
+            highlight_type: highlight_type.into(),
+            highlight_value,
             mark_count: self.marked.len(),
             marked_in_view: self
                 .items
@@ -493,8 +530,7 @@ impl App {
     fn current_prompt(&self) -> String {
         match &self.mode {
             Mode::Properties(properties) => {
-                ["Priority", "When", "Alarm", "Numeric value", "Recurrence"][properties.field]
-                    .into()
+                ["Priority", "When", "Alarm", "Recurrence"][properties.field].into()
             }
             Mode::Form(form) => form_prompt(&form.kind, form.field).into(),
             Mode::Input(input) => input.title.clone(),
@@ -869,6 +905,11 @@ impl App {
             KeyCode::Char('q') => self.should_quit = true,
             KeyCode::Up | KeyCode::Char('k') => self.move_selection(-1),
             KeyCode::Down | KeyCode::Char('j') => self.move_selection(1),
+            KeyCode::Left => self.selected_column = self.selected_column.saturating_sub(1),
+            KeyCode::Right => {
+                self.selected_column = (self.selected_column + 1)
+                    .min(self.current_view().columns.len().saturating_sub(1))
+            }
             KeyCode::PageUp => self.move_selection(-10),
             KeyCode::PageDown => self.move_selection(10),
             KeyCode::Home => self.selected = 0,
@@ -876,7 +917,7 @@ impl App {
             KeyCode::Insert | KeyCode::Char('n') => {
                 self.open_input(InputKind::NewItem, "New item", String::new(), false)
             }
-            KeyCode::F(2) | KeyCode::Char('e') | KeyCode::Enter => self.edit_selected(),
+            KeyCode::F(2) | KeyCode::Char('e') | KeyCode::Enter => self.edit_highlighted(),
             KeyCode::F(3) | KeyCode::Char('c') => {
                 if self.selected_item().is_some() {
                     self.category_selected = 0;
@@ -928,6 +969,7 @@ impl App {
         let len = self.views.len() as isize;
         self.view_index = (self.view_index as isize + delta).rem_euclid(len) as usize;
         self.selected = 0;
+        self.selected_column = 0;
         self.scroll = 0;
         self.search.clear();
         self.refresh()?;
@@ -944,14 +986,49 @@ impl App {
             cursor,
         });
     }
-    fn edit_selected(&mut self) {
-        if let Some(i) = self.selected_item() {
+    fn edit_highlighted(&mut self) {
+        let Some(item) = self.selected_item().cloned() else {
+            return;
+        };
+        let Some(column) = self
+            .current_view()
+            .columns
+            .get(self.selected_column)
+            .cloned()
+        else {
+            return;
+        };
+        if matches!(column.field.as_str(), "numeric" | "value" | "date")
+            && let Some(category_name) = column.category
+            && let Some(category) = self
+                .categories
+                .iter()
+                .find(|category| category.name.eq_ignore_ascii_case(&category_name))
+                .cloned()
+        {
+            let value = match category.kind {
+                CategoryKind::Numeric => item
+                    .numeric_value_for(&category.name)
+                    .map(|value| value.to_string())
+                    .unwrap_or_default(),
+                CategoryKind::Date => item
+                    .date_value_for(&category.name)
+                    .unwrap_or_default()
+                    .into(),
+                CategoryKind::Standard => String::new(),
+            };
             self.open_input(
-                InputKind::EditItem(i.id),
-                "Edit item",
-                i.text.clone(),
+                InputKind::CategoryValue {
+                    item_id: item.id,
+                    category_id: category.id,
+                    kind: category.kind,
+                },
+                &format!("{} value", category.name),
+                value,
                 false,
             );
+        } else {
+            self.open_input(InputKind::EditItem(item.id), "Edit item", item.text, false);
         }
     }
     fn edit_note(&mut self) {
@@ -972,7 +1049,6 @@ impl App {
                     i.priority.to_string(),
                     i.when_at.clone().unwrap_or_default(),
                     i.alarm_at.clone().unwrap_or_default(),
-                    i.numeric_value.map(|v| v.to_string()).unwrap_or_default(),
                     i.recurrence.clone(),
                 ],
                 field: 0,
@@ -1091,7 +1167,7 @@ impl App {
         match input.kind {
             InputKind::NewItem => {
                 self.db.add_item(&input.value)?;
-                self.status = "Item captured and automatically filed".into();
+                self.status = "Item captured and conditions/actions evaluated".into();
             }
             InputKind::EditItem(id) => {
                 self.db.update_item(
@@ -1170,6 +1246,33 @@ impl App {
                 self.mode = self.macro_return_mode.take().unwrap_or(Mode::Normal);
                 return Ok(());
             }
+            InputKind::CategoryValue {
+                item_id,
+                category_id,
+                kind,
+            } => match kind {
+                CategoryKind::Numeric => {
+                    let value = if input.value.trim().is_empty() {
+                        None
+                    } else {
+                        Some(
+                            input
+                                .value
+                                .trim()
+                                .parse::<f64>()
+                                .context("numeric category value must be a number")?,
+                        )
+                    };
+                    self.db.set_numeric_value(item_id, category_id, value)?;
+                    self.status = "Numeric category value saved".into();
+                }
+                CategoryKind::Date => {
+                    let value = normalize_date(&self.db, &input.value)?;
+                    self.db.set_date_value(item_id, category_id, value)?;
+                    self.status = "Date category value saved".into();
+                }
+                CategoryKind::Standard => bail!("standard categories do not hold values"),
+            },
         }
         self.mode = Mode::Normal;
         self.refresh()?;
@@ -1185,8 +1288,8 @@ impl App {
                 self.mode = Mode::Normal;
                 return Ok(());
             }
-            KeyCode::Tab | KeyCode::Down => props.field = (props.field + 1) % 5,
-            KeyCode::BackTab | KeyCode::Up => props.field = (props.field + 4) % 5,
+            KeyCode::Tab | KeyCode::Down => props.field = (props.field + 1) % 4,
+            KeyCode::BackTab | KeyCode::Up => props.field = (props.field + 3) % 4,
             KeyCode::Backspace => {
                 props.values[props.field].pop();
             }
@@ -1200,18 +1303,9 @@ impl App {
                     }
                     let when_at = normalize_date(&self.db, &props.values[1])?;
                     let alarm_at = normalize_date(&self.db, &props.values[2])?;
-                    let numeric_value = if props.values[3].trim().is_empty() {
-                        None
-                    } else {
-                        Some(
-                            props.values[3]
-                                .parse::<f64>()
-                                .context("numeric value must be a number")?,
-                        )
-                    };
-                    Ok((priority, when_at, alarm_at, numeric_value))
+                    Ok((priority, when_at, alarm_at))
                 })();
-                let (priority, when_at, alarm_at, numeric_value) = match parsed {
+                let (priority, when_at, alarm_at) = match parsed {
                     Ok(values) => values,
                     Err(error) => {
                         self.status = format!("Cannot save properties: {error:#}");
@@ -1225,8 +1319,7 @@ impl App {
                         priority: Some(priority),
                         when_at: Some(when_at),
                         alarm_at: Some(alarm_at),
-                        numeric_value: Some(numeric_value),
-                        recurrence: Some(props.values[4].clone()),
+                        recurrence: Some(props.values[3].clone()),
                         ..Default::default()
                     },
                 )?;
@@ -1373,6 +1466,8 @@ impl App {
             KeyCode::Char('p') => self.open_preferences_form(),
             KeyCode::Char('d') => self.open_document_settings_form(),
             KeyCode::Char('x') => self.mode = Mode::MacroManager,
+            KeyCode::Char('u') => self.mode = Mode::Execute { selected: 0 },
+            KeyCode::Char('f') => self.mode = Mode::RuleConflicts,
             KeyCode::Char('b') => {
                 let path = self.db.backup_now()?;
                 self.status = format!("Backup written to {}", path.display());
@@ -1393,6 +1488,60 @@ impl App {
         Ok(())
     }
 
+    fn handle_execute(&mut self, key: KeyEvent) -> Result<()> {
+        let Mode::Execute { mut selected } = self.mode else {
+            return Ok(());
+        };
+        match key.code {
+            KeyCode::Esc => self.mode = Mode::Normal,
+            KeyCode::Up | KeyCode::Char('k') => {
+                selected = selected.saturating_sub(1);
+                self.mode = Mode::Execute { selected };
+            }
+            KeyCode::Down | KeyCode::Char('j') => {
+                selected = (selected + 1).min(4);
+                self.mode = Mode::Execute { selected };
+            }
+            KeyCode::Enter | KeyCode::Char(' ') => {
+                let ids = match selected {
+                    0 => self
+                        .selected_item()
+                        .map(|item| vec![item.id])
+                        .unwrap_or_default(),
+                    1 => self.marked.iter().copied().collect(),
+                    2 => {
+                        let selected_item = self.selected_item();
+                        let section = self.current_view().sections.iter().find(|section| {
+                            selected_item.is_some_and(|item| {
+                                filter::matches(&section.filter_expr, item).unwrap_or(false)
+                            })
+                        });
+                        self.items
+                            .iter()
+                            .filter(|item| {
+                                section.is_some_and(|section| {
+                                    filter::matches(&section.filter_expr, item).unwrap_or(false)
+                                })
+                            })
+                            .map(|item| item.id)
+                            .collect()
+                    }
+                    3 => self.items.iter().map(|item| item.id).collect(),
+                    _ => self.db.all_item_ids()?,
+                };
+                let summary = self.db.execute_rules(&ids)?;
+                self.refresh()?;
+                self.mode = Mode::Normal;
+                self.status = format!(
+                    "Executed conditions/actions for {} item(s) — {} conflict(s)",
+                    summary.items, summary.conflicts
+                );
+            }
+            _ => self.mode = Mode::Execute { selected },
+        }
+        Ok(())
+    }
+
     fn handle_confirm(&mut self, key: KeyEvent) -> Result<()> {
         let Mode::Confirm { action, .. } = self.mode.clone() else {
             return Ok(());
@@ -1483,6 +1632,7 @@ impl App {
                 settings.afternoon_time.clone(),
                 settings.evening_time.clone(),
                 settings.note_tab_width.to_string(),
+                yes_no(settings.report_headers),
             ],
             field: 0,
         });
@@ -1701,6 +1851,7 @@ impl App {
                             note_tab_width: form.values[11]
                                 .parse()
                                 .context("note tab width must be a number")?,
+                            report_headers: parse_yes_no(&form.values[12])?,
                         };
                         self.db.save_document_settings(&settings)?;
                         self.document_settings = settings;
@@ -1856,6 +2007,13 @@ impl App {
             if let Some(pos) = self.items.iter().position(|i| i.id == *id) {
                 self.selected = pos;
             }
+            if let Some((_, column)) = self
+                .item_columns
+                .iter()
+                .find(|(region, _)| inside(*region, x, y))
+            {
+                self.selected_column = *column;
+            }
             return Ok(());
         }
         if let Some(i) = self.command_regions.iter().position(|r| inside(*r, x, y)) {
@@ -2092,7 +2250,6 @@ mod tests {
                 "not-a-priority".into(),
                 "not-a-date".into(),
                 String::new(),
-                "not-a-number".into(),
                 String::new(),
             ],
             field: 0,
@@ -2106,4 +2263,55 @@ mod tests {
         assert!(app.items[0].when_at.is_none());
         assert!(app.items[0].numeric_value.is_none());
     }
+
+    #[test]
+    fn highlighted_numeric_cells_feed_macros_and_edit_the_bound_category() {
+        let directory = tempdir().unwrap();
+        let path = directory.path().join("cell-context.agnd");
+        let mut db = Database::open(&path).unwrap();
+        let hours = db
+            .save_category(None, "Hours", None, "numeric", "", false)
+            .unwrap();
+        let item = db.add_item("Consulting").unwrap();
+        db.set_numeric_value(item, hours, Some(12.5)).unwrap();
+        let view_id = db
+            .save_view_design(
+                None,
+                "Hours",
+                "list",
+                "",
+                "manual",
+                true,
+                "",
+                "item:60:Item,numeric[Hours]:20:Hours",
+                "",
+            )
+            .unwrap();
+        let mut app = App::new_with_preferences(
+            db,
+            path,
+            AppPreferences::default(),
+            directory.path().join("preferences.toml"),
+        )
+        .unwrap();
+        app.view_index = app
+            .views
+            .iter()
+            .position(|view| view.id == view_id)
+            .unwrap();
+        app.refresh().unwrap();
+        app.handle_key(key(KeyCode::Right)).unwrap();
+        let context = app.macro_context();
+        assert_eq!(context.highlight_type, "NUMERIC");
+        assert_eq!(context.highlight_value, "12.5");
+
+        app.handle_key(key(KeyCode::F(2))).unwrap();
+        let Mode::Input(mut input) = app.mode.clone() else {
+            panic!("numeric cell did not open a value editor");
+        };
+        input.value = "20".into();
+        input.cursor = 2;
+        app.accept_input(input).unwrap();
+        assert_eq!(app.items[0].numeric_value_for("Hours"), Some(20.0));
+    }
 }

src/app/forms.rs

@@ -56,7 +56,7 @@ pub(crate) fn form_choices(kind: &FormKind, field: usize) -> Option<Vec<ChoiceOp
             _ => return None,
         },
         FormKind::DocumentSettings => match field {
-            1 | 4 => YES_NO_CHOICES,
+            1 | 4 | 12 => YES_NO_CHOICES,
             2 => &[
                 ("On demand", "on-demand"),
                 ("On close", "on-close"),
@@ -135,6 +135,7 @@ pub(super) fn form_prompt(kind: &FormKind, field: usize) -> &'static str {
             "Afternoon time",
             "Evening time",
             "Note tab width",
+            "Report headers and footers",
         ],
     };
     prompts.get(field).copied().unwrap_or("")

src/db/export.rs

@@ -97,29 +97,59 @@ fn recurrence_to_rrule(value: &str) -> Option<String> {
     })
 }
 
-pub(super) fn render_markdown(view: &ViewDef, items: &[Item]) -> String {
-    let mut output = format!("# Rogue Agenda — {}\n\n", view.name);
+pub(super) fn render_markdown(
+    view: &ViewDef,
+    items: &[Item],
+    description: &str,
+    show_headers: bool,
+) -> String {
+    let generated = Utc::now().to_rfc3339();
+    let mut output = String::new();
+    if show_headers {
+        output.push_str(&format!("# Rogue Agenda — {}\n\n", view.name));
+        if !description.is_empty() {
+            output.push_str(&format!("{}\n\n", markdown(description)));
+        }
+        output.push_str(&format!(
+            "View: **{}**  \nFilters: `{}`  \nGenerated: {}\n\n",
+            markdown(&view.name),
+            markdown(&filter_summary(view)),
+            generated
+        ));
+    }
     for (heading, group) in report_groups(view, items) {
         if !heading.is_empty() {
             output.push_str(&format!("## {}\n\n", markdown(&heading)));
         }
         output.push('|');
-        for column in &view.columns {
-            output.push_str(&format!(" {} |", markdown(&column.heading)));
+        for column in report_columns(view) {
+            output.push_str(&format!(" {} |", markdown(&column.heading())));
         }
         output.push('\n');
         output.push('|');
-        for _ in &view.columns {
-            output.push_str(" --- |");
+        for column in report_columns(view) {
+            output.push_str(match column.alignment() {
+                "right" => " ---: |",
+                "center" => " :---: |",
+                _ => " :--- |",
+            });
         }
         output.push('\n');
-        for item in group {
+        for item in &group {
             output.push('|');
-            for column in &view.columns {
-                output.push_str(&format!(
-                    " {} |",
-                    markdown(&report_value(&column.field, item))
-                ));
+            for column in report_columns(view) {
+                output.push_str(&format!(" {} |", markdown(&column.value(item, &group))));
+            }
+            output.push('\n');
+        }
+        if view
+            .columns
+            .iter()
+            .any(|column| column.aggregate != crate::model::Aggregate::None)
+        {
+            output.push('|');
+            for column in report_columns(view) {
+                output.push_str(&format!(" {} |", markdown(&column.aggregate(&group))));
             }
             output.push('\n');
         }
@@ -128,37 +158,91 @@ pub(super) fn render_markdown(view: &ViewDef, items: &[Item]) -> String {
     output
 }
 
-pub(super) fn render_html(view: &ViewDef, items: &[Item]) -> String {
+pub(super) fn render_html(
+    view: &ViewDef,
+    items: &[Item],
+    description: &str,
+    show_headers: bool,
+) -> String {
+    let generated = Utc::now().to_rfc3339();
     let mut output = format!(
-        "<!doctype html><html><head><meta charset=\"utf-8\"><title>Rogue Agenda — {}</title><style>body{{font:16px monospace;background:#c0c0c0;color:#000}}h1,h2{{background:#000080;color:white;padding:.35rem}}table{{border-collapse:collapse;width:100%;margin-bottom:1.5rem}}th{{color:#000080;text-align:left}}th,td{{border-bottom:1px solid #888;padding:.3rem;vertical-align:top}}</style></head><body><h1>Rogue Agenda — {}</h1>",
+        "<!doctype html><html><head><meta charset=\"utf-8\"><title>Rogue Agenda — {}</title><style>body{{font:16px monospace;background:#c0c0c0;color:#000}}h1,h2{{background:#000080;color:white;padding:.35rem}}table{{border-collapse:collapse;width:100%;margin-bottom:1.5rem;break-inside:auto}}thead{{display:table-header-group}}tfoot{{display:table-footer-group;font-weight:bold}}tr{{break-inside:avoid}}th{{color:#000080}}th,td{{border-bottom:1px solid #888;padding:.3rem;vertical-align:top;overflow-wrap:anywhere}}@media print{{body{{background:white}}h1,h2{{color:black;background:white;border-bottom:2px solid black}}section{{break-inside:avoid-page}}}}</style></head><body>",
         html(&view.name),
-        html(&view.name)
     );
+    if show_headers {
+        output.push_str(&format!(
+            "<header><h1>Rogue Agenda — {}</h1><p>{}</p><p>View: {} · Filters: <code>{}</code> · Generated: {}</p></header>",
+            html(&view.name),
+            html(description),
+            html(&view.name),
+            html(&filter_summary(view)),
+            html(&generated),
+        ));
+    }
     for (heading, group) in report_groups(view, items) {
+        output.push_str("<section>");
         if !heading.is_empty() {
             output.push_str(&format!("<h2>{}</h2>", html(&heading)));
         }
-        output.push_str("<table><thead><tr>");
-        for column in &view.columns {
-            output.push_str(&format!("<th>{}</th>", html(&column.heading)));
+        output.push_str("<table><colgroup>");
+        for column in report_columns(view) {
+            output.push_str(&format!("<col style=\"width:{}%\">", column.width()));
+        }
+        output.push_str("</colgroup><thead><tr>");
+        for column in report_columns(view) {
+            output.push_str(&format!(
+                "<th style=\"text-align:{}\">{}</th>",
+                column.alignment(),
+                html(&column.heading())
+            ));
         }
         output.push_str("</tr></thead><tbody>");
-        for item in group {
+        for item in &group {
             output.push_str("<tr>");
-            for column in &view.columns {
+            for column in report_columns(view) {
                 output.push_str(&format!(
-                    "<td>{}</td>",
-                    html(&report_value(&column.field, item)).replace('\n', "<br>")
+                    "<td style=\"text-align:{}\">{}</td>",
+                    column.alignment(),
+                    html(&column.value(item, &group)).replace('\n', "<br>")
                 ));
             }
             output.push_str("</tr>");
         }
-        output.push_str("</tbody></table>");
+        output.push_str("</tbody>");
+        if view
+            .columns
+            .iter()
+            .any(|column| column.aggregate != crate::model::Aggregate::None)
+        {
+            output.push_str("<tfoot><tr>");
+            for column in report_columns(view) {
+                output.push_str(&format!(
+                    "<td style=\"text-align:{}\">{}</td>",
+                    column.alignment(),
+                    html(&column.aggregate(&group))
+                ));
+            }
+            output.push_str("</tr></tfoot>");
+        }
+        output.push_str("</table></section>");
+    }
+    if show_headers {
+        output.push_str(&format!(
+            "<footer>Rogue Agenda · {} · {generated}</footer>",
+            html(&view.name)
+        ));
     }
     output.push_str("</body></html>\n");
     output
 }
 
+fn filter_summary(view: &ViewDef) -> String {
+    format!(
+        "kind={} value={} expression={} show_done={}",
+        view.kind, view.filter_value, view.filter_expr, view.show_done
+    )
+}
+
 fn report_groups<'a>(view: &ViewDef, items: &'a [Item]) -> Vec<(String, Vec<&'a Item>)> {
     if view.sections.is_empty() {
         return vec![(String::new(), items.iter().collect())];
@@ -177,24 +261,72 @@ fn report_groups<'a>(view: &ViewDef, items: &'a [Item]) -> Vec<(String, Vec<&'a
         .collect()
 }
 
-fn report_value(field: &str, item: &Item) -> String {
-    match field {
-        "item" => item.text.clone(),
-        "categories" => item.category_names(),
-        "when" => item.when_at.clone().unwrap_or_default(),
-        "priority" => item.priority.to_string(),
-        "note" => item.note.clone(),
-        "value" => item
-            .numeric_value
-            .map(|value| value.to_string())
-            .unwrap_or_default(),
-        "done" => item.done_at.clone().unwrap_or_default(),
-        "alarm" => item.alarm_at.clone().unwrap_or_default(),
-        "recurrence" => item.recurrence.clone(),
-        "created" => item.created_at.clone(),
-        "updated" => item.updated_at.clone(),
-        _ => String::new(),
+enum ReportColumn<'a> {
+    Value(&'a crate::model::ViewColumn),
+    Percent(&'a crate::model::ViewColumn),
 }
+
+impl ReportColumn<'_> {
+    fn heading(&self) -> String {
+        match self {
+            Self::Value(column) => column.heading.clone(),
+            Self::Percent(column) => format!("{} %", column.heading),
+        }
+    }
+
+    fn alignment(&self) -> &str {
+        match self {
+            Self::Value(column) => &column.alignment,
+            Self::Percent(_) => "right",
+        }
+    }
+
+    fn width(&self) -> u16 {
+        match self {
+            Self::Value(column) => column.width,
+            Self::Percent(_) => 10,
+        }
+    }
+
+    fn value(&self, item: &Item, section: &[&Item]) -> String {
+        match self {
+            Self::Value(column) => column
+                .numeric_value(item)
+                .map(|value| column.format_number(value))
+                .unwrap_or_else(|| column.raw_value(item)),
+            Self::Percent(column) => {
+                let total = section
+                    .iter()
+                    .filter_map(|item| column.numeric_value(item))
+                    .sum::<f64>();
+                column
+                    .numeric_value(item)
+                    .filter(|_| total != 0.0)
+                    .map(|value| format!("{:.2}%", value * 100.0 / total))
+                    .unwrap_or_default()
+            }
+        }
+    }
+
+    fn aggregate(&self, section: &[&Item]) -> String {
+        match self {
+            Self::Value(column) => column.aggregate_value(section.iter().copied()),
+            Self::Percent(_) => String::new(),
+        }
+    }
+}
+
+fn report_columns(view: &ViewDef) -> Vec<ReportColumn<'_>> {
+    view.columns
+        .iter()
+        .flat_map(|column| {
+            std::iter::once(ReportColumn::Value(column)).chain(
+                column
+                    .percent_total
+                    .then_some(ReportColumn::Percent(column)),
+            )
+        })
+        .collect()
 }
 
 fn markdown(value: &str) -> String {

src/db/presets.rs

@@ -5,14 +5,16 @@ use chrono::{Duration, Local, TimeZone};
 use clap::ValueEnum;
 use rusqlite::params;
 
-use super::{Database, parse_action_spec, parse_columns_spec, parse_sections_spec};
+use super::{
+    Database, parse_action_spec, parse_bound_field, parse_columns_spec, parse_sections_spec,
+};
 use crate::{
     filter,
     macro_lang::{MacroRuntime, macro_name, parse_key_binding},
     model::MacroDef,
 };
 
-const PRESET_VERSION: &str = "1";
+const PRESET_VERSION: &str = "2";
 
 #[derive(Debug, Clone, Copy, PartialEq, Eq, ValueEnum)]
 pub enum Preset {
@@ -282,14 +284,22 @@ impl Database {
             let view_id = tx.last_insert_rowid();
             for (column_order, column) in parse_columns_spec(view.columns)?.iter().enumerate() {
                 tx.execute(
-                    "INSERT INTO view_columns(view_id,field,heading,width,aggregate,sort_order)
-                     VALUES(?1,?2,?3,?4,?5,?6)",
+                    "INSERT INTO view_columns(view_id,field,category_id,heading,width,aggregate,number_label,decimals,decimal_separator,thousands_separator,negative_style,percent_total,alignment,sort_order)
+                     VALUES(?1,?2,?3,?4,?5,?6,?7,?8,?9,?10,?11,?12,?13,?14)",
                     params![
                         view_id,
                         column.field,
+                        column.category.as_deref().map(|name| category_ids[name]),
                         column.heading,
                         column.width,
                         column.aggregate.as_str(),
+                        column.number_label,
+                        column.decimals,
+                        column.decimal_separator,
+                        column.thousands_separator,
+                        column.negative_style,
+                        column.percent_total as i64,
+                        column.alignment,
                         column_order as i64
                     ],
                 )?;
@@ -344,15 +354,14 @@ impl Database {
                 .transpose()?;
             let done_at = item.done.then(|| now.clone());
             tx.execute(
-                "INSERT INTO items(text,note,priority,when_at,done_at,numeric_value,recurrence,created_at,updated_at,sort_order)
-                 VALUES(?1,?2,?3,?4,?5,?6,?7,?8,?8,?9)",
+                "INSERT INTO items(text,note,priority,when_at,done_at,recurrence,created_at,updated_at,sort_order)
+                 VALUES(?1,?2,?3,?4,?5,?6,?7,?7,?8)",
                 params![
                     item.text,
                     item.note,
                     item.priority,
                     when_at,
                     done_at,
-                    item.numeric_value,
                     item.recurrence,
                     now,
                     order as i64
@@ -365,6 +374,26 @@ impl Database {
                     params![item_id, category_ids[category]],
                 )?;
             }
+            if let Some(value) = item.numeric_value {
+                let category = item
+                    .categories
+                    .iter()
+                    .find(|name| {
+                        spec.categories
+                            .iter()
+                            .any(|category| category.name == **name && category.kind == "numeric")
+                    })
+                    .with_context(|| {
+                        format!(
+                            "preset item {:?} has a value but no numeric category",
+                            item.text
+                        )
+                    })?;
+                tx.execute(
+                    "INSERT INTO item_values(item_id,category_id,numeric_value,assignment) VALUES(?1,?2,?3,'explicit')",
+                    params![item_id,category_ids[*category],value],
+                )?;
+            }
         }
 
         for (key, value) in [
@@ -420,7 +449,38 @@ fn validate_spec(spec: &PresetSpec) -> Result<()> {
             bail!("preset has duplicate view {:?}", view.name);
         }
         filter::parse(view.filter_expr)?;
-        parse_columns_spec(view.columns)?;
+        for column in parse_columns_spec(view.columns)? {
+            if let Some(category_name) = column.category {
+                let category = spec
+                    .categories
+                    .iter()
+                    .find(|category| category.name == category_name)
+                    .with_context(|| {
+                        format!("preset view column category {category_name:?} is missing")
+                    })?;
+                if category.kind != column.field {
+                    bail!(
+                        "preset view column category {:?} is {}, not {}",
+                        category_name,
+                        category.kind,
+                        column.field
+                    );
+                }
+            }
+        }
+        if let Some((field, Some(category_name))) = parse_bound_field(view.sort_key) {
+            let category = spec
+                .categories
+                .iter()
+                .find(|category| category.name == category_name)
+                .with_context(|| format!("preset sort category {category_name:?} is missing"))?;
+            if category.kind != field {
+                bail!(
+                    "preset sort category {category_name:?} is {}, not {field}",
+                    category.kind
+                );
+            }
+        }
         parse_sections_spec(view.sections)?;
     }
 
@@ -522,7 +582,7 @@ fn accounts() -> PresetSpec {
         ViewSpec::new("Expenses")
             .category("Expenses")
             .sort("updated")
-            .columns("item:42:Expense,categories:28:Account,value:14:Amount:sum,note:30:Details"),
+            .columns("item:42:Expense,categories:28:Account,numeric[Expenses]:14:Amount:sum:$:2:.:comma:parentheses:percent:right,note:30:Details"),
         ViewSpec::new("Status Report")
             .category("Status Report")
             .sort("priority")
@@ -580,8 +640,8 @@ fn accounts() -> PresetSpec {
         ],
         views,
         rules: vec![
-            rule("Status Report", "priority=1 and open", "assign:"),
-            rule("Follow-ups", "text~follow-up", "assign:"),
+            rule("Status Report", "priority=1 and open", ""),
+            rule("Follow-ups", "text~follow-up", ""),
         ],
         macros: vec![
             agenda_macro(
@@ -649,7 +709,7 @@ fn study() -> PresetSpec {
             .sort("when")
             .hide_done()
             .filter("category=Cards and (overdue or due=7d)")
-            .columns("item:55:Question,categories:28:Deck / stage,when:20:Review,value:8:Cycle"),
+            .columns("item:55:Question,categories:28:Deck / stage,when:20:Review,numeric[Cycle]:8:Cycle:none::0:.:none:minus:value:right"),
         ViewSpec::new("New Cards")
             .category("New")
             .sort("manual")
@@ -658,7 +718,7 @@ fn study() -> PresetSpec {
         ViewSpec::new("All Cards")
             .category("Cards")
             .sort("when")
-            .columns("item:55:Question,categories:28:Deck / stage,when:20:Review,value:8:Cycle"),
+            .columns("item:55:Question,categories:28:Deck / stage,when:20:Review,numeric[Cycle]:8:Cycle:none::0:.:none:minus:value:right"),
         ViewSpec::new("Deck Browser")
             .category("Cards")
             .columns("item:52:Question,note:42:Answer,categories:28:Deck")
@@ -683,7 +743,7 @@ fn study() -> PresetSpec {
             category("Cycle", None, "numeric", "", false),
         ],
         views,
-        rules: vec![rule("Cards", "text~q:", "assign:")],
+        rules: vec![rule("Cards", "text~q:", "")],
         macros: vec![
             agenda_macro(
                 "capturecard",
@@ -837,15 +897,15 @@ fn planner() -> PresetSpec {
             ),
             category("Ideas", None, "standard", "idea:,maybe", false),
             category("When", None, "date", "", false),
-            category("Priority", None, "numeric", "", false),
+            category("Priority", None, "standard", "", false),
         ],
         views,
         rules: vec![
-            rule("Next Actions", "priority<=2 and open", "assign:"),
+            rule("Next Actions", "priority<=2 and open", ""),
             rule(
                 "Scheduled Activity",
                 "dated and (category=Calls or category=Meetings)",
-                "assign:",
+                "",
             ),
         ],
         macros: vec![
@@ -912,22 +972,22 @@ fn recipes() -> PresetSpec {
     let mut views = vec![
         ViewSpec::new("Recipe Box")
             .category("Recipes")
-            .columns("item:42:Recipe,categories:35:Course / cuisine,note:55:Ingredients and method,value:10:Serves"),
+            .columns("item:42:Recipe,categories:35:Course / cuisine,note:55:Ingredients and method,numeric[Servings]:10:Serves:none::0:.:none:minus:value:right"),
         ViewSpec::new("Favorites")
             .category("Favorites")
-            .columns("item:45:Favorite,categories:35:Tags,note:58:Recipe,value:10:Serves"),
+            .columns("item:45:Favorite,categories:35:Tags,note:58:Recipe,numeric[Servings]:10:Serves:none::0:.:none:minus:value:right"),
         ViewSpec::new("Main Dishes")
             .category("Main Dishes")
-            .columns("item:45:Main dish,categories:35:Tags,note:58:Recipe,value:10:Serves"),
+            .columns("item:45:Main dish,categories:35:Tags,note:58:Recipe,numeric[Servings]:10:Serves:none::0:.:none:minus:value:right"),
         ViewSpec::new("Quick Meals")
             .category("Quick")
-            .columns("item:45:Recipe,categories:35:Tags,note:58:Method,value:10:Serves"),
+            .columns("item:45:Recipe,categories:35:Tags,note:58:Method,numeric[Servings]:10:Serves:none::0:.:none:minus:value:right"),
         ViewSpec::new("Vegetarian")
             .category("Vegetarian")
-            .columns("item:45:Recipe,categories:35:Tags,note:58:Recipe,value:10:Serves"),
+            .columns("item:45:Recipe,categories:35:Tags,note:58:Recipe,numeric[Servings]:10:Serves:none::0:.:none:minus:value:right"),
         ViewSpec::new("By Course")
             .category("Recipes")
-            .columns("item:45:Recipe,categories:35:Tags,value:10:Serves")
+            .columns("item:45:Recipe,categories:35:Tags,numeric[Servings]:10:Serves:none::0:.:none:minus:value:right")
             .sections("Breakfast|category=Breakfast;Main dishes|category='Main Dishes';Desserts|category=Desserts;Drinks|category=Drinks"),
         ViewSpec::new("All Items").sort("updated"),
     ];
@@ -960,8 +1020,8 @@ fn recipes() -> PresetSpec {
         ],
         views,
         rules: vec![
-            rule("Recipes", "text~recipe:", "assign:"),
-            rule("Quick", "note~minutes", "assign:"),
+            rule("Recipes", "text~recipe:", ""),
+            rule("Quick", "note~minutes", ""),
         ],
         macros: vec![
             agenda_macro(
@@ -1013,19 +1073,19 @@ fn rides() -> PresetSpec {
         ViewSpec::new("Ride Log")
             .category("Rides")
             .sort("when")
-            .columns("item:45:Ride,categories:35:Bike / type / weather,when:20:Date,value:14:Distance km:sum,note:35:Notes"),
+            .columns("item:45:Ride,categories:35:Bike / type / weather,when:20:Date,numeric[Distance]:14:Distance km:sum::1:.:comma:minus:percent:right,note:35:Notes"),
         ViewSpec::new("Training")
             .category("Training")
             .sort("when")
-            .columns("item:48:Session,categories:32:Bike / route,when:20:Date,value:14:Distance km:sum"),
+            .columns("item:48:Session,categories:32:Bike / route,when:20:Date,numeric[Distance]:14:Distance km:sum::1:.:comma:minus:percent:right"),
         ViewSpec::new("Long Rides")
             .category("Rides")
             .filter("value>=50")
             .sort("updated")
-            .columns("item:48:Ride,categories:35:Bike / route,when:20:Date,value:14:Distance km:avg"),
+            .columns("item:48:Ride,categories:35:Bike / route,when:20:Date,numeric[Distance]:14:Distance km:avg::1:.:comma:minus:value:right"),
         ViewSpec::new("By Bicycle")
             .category("Rides")
-            .columns("item:45:Ride,when:20:Date,value:14:Distance km:sum,categories:35:Type / weather")
+            .columns("item:45:Ride,when:20:Date,numeric[Distance]:14:Distance km:sum::1:.:comma:minus:percent:right,categories:35:Type / weather")
             .sections("Road bike|category='Road Bike';Touring bike|category='Touring Bike';City bike|category='City Bike'"),
         ViewSpec::new("Maintenance")
             .category("Maintenance")
@@ -1115,8 +1175,8 @@ fn rides() -> PresetSpec {
         ],
         views,
         rules: vec![
-            rule("Rides", "text~ride:", "assign:"),
-            rule("Maintenance", "text~service or text~replace", "assign:"),
+            rule("Rides", "text~ride:", ""),
+            rule("Maintenance", "text~service or text~replace", ""),
         ],
         macros: vec![
             agenda_macro(
@@ -1213,7 +1273,7 @@ fn people() -> PresetSpec {
             .category("Goals")
             .sort("priority")
             .hide_done()
-            .columns("item:52:Goal,categories:34:Person / team,when:20:Target,priority:5:P,note:40:Evidence"),
+            .columns("item:52:Goal,categories:34:Person / team,when:20:Target,numeric[Progress]:12:Progress:none:%:0:.:none:minus:value:right,priority:5:P,note:40:Evidence"),
         ViewSpec::new("Development")
             .category("Development")
             .sort("when")
@@ -1254,9 +1314,9 @@ fn people() -> PresetSpec {
         ],
         views,
         rules: vec![
-            rule("People Records", "text~person:", "assign:"),
-            rule("Reviews", "text~review:", "assign:"),
-            rule("Goals", "text~goal:", "assign:"),
+            rule("People Records", "text~person:", ""),
+            rule("Reviews", "text~review:", ""),
+            rule("Goals", "text~goal:", ""),
         ],
         macros: vec![
             agenda_macro(
@@ -1346,6 +1406,34 @@ mod tests {
             assert!(database.categories().unwrap().len() >= 10);
             assert!(database.views().unwrap().len() >= 7);
             assert!(database.macros().unwrap().len() >= 2);
+            let unbound_numeric_columns: i64 = database
+                .conn
+                .query_row(
+                    "SELECT COUNT(*) FROM view_columns WHERE field='numeric' AND category_id IS NULL",
+                    [],
+                    |row| row.get(0),
+                )
+                .unwrap();
+            assert_eq!(
+                unbound_numeric_columns,
+                0,
+                "{} has an unbound numeric column",
+                preset.name()
+            );
+            let misplaced_values: i64 = database
+                .conn
+                .query_row(
+                    "SELECT COUNT(*) FROM item_values v JOIN categories c ON c.id=v.category_id WHERE v.numeric_value IS NOT NULL AND c.kind<>'numeric'",
+                    [],
+                    |row| row.get(0),
+                )
+                .unwrap();
+            assert_eq!(
+                misplaced_values,
+                0,
+                "{} has a value outside a numeric category",
+                preset.name()
+            );
             assert_eq!(
                 database
                     .conn

src/db/schema.rs

@@ -98,6 +98,114 @@ pub(super) fn migrate(connection: &Connection) -> Result<()> {
     if version < 4 {
         connection.pragma_update(None, "user_version", 4)?;
     }
+    if version < 5 {
+        add_lotus_values_and_rules(connection)?;
+        connection.pragma_update(None, "user_version", 5)?;
+    }
+    Ok(())
+}
+
+fn add_lotus_values_and_rules(connection: &Connection) -> Result<()> {
+    connection.execute_batch(
+        "BEGIN;
+         ALTER TABLE item_categories RENAME TO old_item_categories;
+         CREATE TABLE item_categories (
+            item_id INTEGER NOT NULL REFERENCES items(id) ON DELETE CASCADE,
+            category_id INTEGER NOT NULL REFERENCES categories(id) ON DELETE CASCADE,
+            assignment TEXT NOT NULL CHECK(assignment IN ('explicit','automatic','conditional','excluded')),
+            PRIMARY KEY(item_id, category_id, assignment)
+         );
+         INSERT INTO item_categories(item_id,category_id,assignment)
+            SELECT item_id,category_id,assignment FROM old_item_categories;
+         DROP TABLE old_item_categories;
+         CREATE INDEX idx_item_categories_category ON item_categories(category_id);
+         CREATE TABLE item_values (
+            item_id INTEGER NOT NULL REFERENCES items(id) ON DELETE CASCADE,
+            category_id INTEGER NOT NULL REFERENCES categories(id) ON DELETE CASCADE,
+            numeric_value REAL,
+            date_value TEXT,
+            assignment TEXT NOT NULL DEFAULT 'explicit'
+                CHECK(assignment IN ('explicit','automatic','conditional')),
+            PRIMARY KEY(item_id, category_id),
+            CHECK((numeric_value IS NULL) OR (date_value IS NULL))
+         );
+         CREATE TABLE rule_action_runs (
+            rule_id INTEGER NOT NULL REFERENCES category_rules(id) ON DELETE CASCADE,
+            item_id INTEGER NOT NULL REFERENCES items(id) ON DELETE CASCADE,
+            PRIMARY KEY(rule_id,item_id)
+         );
+         CREATE TABLE rule_conflicts (
+            item_id INTEGER PRIMARY KEY REFERENCES items(id) ON DELETE CASCADE,
+            message TEXT NOT NULL,
+            updated_at TEXT NOT NULL
+         );
+         COMMIT;",
+    )?;
+    for (column, definition) in [
+        (
+            "category_id",
+            "INTEGER REFERENCES categories(id) ON DELETE SET NULL",
+        ),
+        ("number_label", "TEXT NOT NULL DEFAULT ''"),
+        ("decimals", "INTEGER NOT NULL DEFAULT 2"),
+        ("decimal_separator", "TEXT NOT NULL DEFAULT '.'"),
+        ("thousands_separator", "TEXT NOT NULL DEFAULT 'comma'"),
+        ("negative_style", "TEXT NOT NULL DEFAULT 'minus'"),
+        ("percent_total", "INTEGER NOT NULL DEFAULT 0"),
+        ("alignment", "TEXT NOT NULL DEFAULT 'left'"),
+    ] {
+        if !column_exists(connection, "view_columns", column)? {
+            connection.execute_batch(&format!(
+                "ALTER TABLE view_columns ADD COLUMN {column} {definition};"
+            ))?;
+        }
+    }
+    connection.execute_batch(
+         "UPDATE view_columns
+            SET category_id=(SELECT id FROM categories WHERE kind='numeric' ORDER BY id LIMIT 1),
+                field='numeric'
+          WHERE field='value';
+         INSERT INTO categories(name,kind,sort_order)
+            SELECT 'Value','numeric',(SELECT COALESCE(MAX(sort_order),0)+1 FROM categories)
+             WHERE EXISTS(SELECT 1 FROM items WHERE numeric_value IS NOT NULL)
+               AND NOT EXISTS(SELECT 1 FROM categories WHERE kind='numeric')
+               AND NOT EXISTS(SELECT 1 FROM categories WHERE name='Value' COLLATE NOCASE);
+         INSERT INTO categories(name,kind,sort_order)
+            SELECT 'Numeric Value','numeric',(SELECT COALESCE(MAX(sort_order),0)+1 FROM categories)
+             WHERE EXISTS(SELECT 1 FROM items WHERE numeric_value IS NOT NULL)
+               AND NOT EXISTS(SELECT 1 FROM categories WHERE kind='numeric');
+         UPDATE view_columns
+            SET category_id=(SELECT id FROM categories WHERE kind='numeric' ORDER BY id LIMIT 1)
+          WHERE field='numeric' AND category_id IS NULL;
+         INSERT OR IGNORE INTO item_values(item_id,category_id,numeric_value,assignment)
+            SELECT i.id,
+                   COALESCE(
+                     (SELECT ic.category_id FROM item_categories ic JOIN categories c ON c.id=ic.category_id
+                       WHERE ic.item_id=i.id AND ic.assignment<>'excluded' AND c.kind='numeric' LIMIT 1),
+                     (SELECT id FROM categories WHERE kind='numeric' ORDER BY id LIMIT 1)
+                   ),
+                   i.numeric_value,'explicit'
+              FROM items i WHERE i.numeric_value IS NOT NULL
+                AND EXISTS(SELECT 1 FROM categories WHERE kind='numeric');
+         INSERT OR IGNORE INTO item_categories(item_id,category_id,assignment)
+            SELECT item_id,category_id,'explicit' FROM item_values;
+         UPDATE items SET numeric_value=NULL
+          WHERE numeric_value IS NOT NULL AND EXISTS(
+            SELECT 1 FROM item_values WHERE item_values.item_id=items.id
+          );
+         UPDATE category_rules SET action_kind='none'
+          WHERE action_kind='assign' AND TRIM(action_value)='';
+         INSERT OR IGNORE INTO rule_action_runs(rule_id,item_id)
+            SELECT r.id,positive.item_id FROM category_rules r
+            JOIN item_categories positive ON positive.category_id=r.category_id
+             AND positive.assignment<>'excluded'
+           WHERE r.action_kind<>'none' AND NOT EXISTS(
+             SELECT 1 FROM item_categories excluded
+              WHERE excluded.item_id=positive.item_id
+                AND excluded.category_id=positive.category_id
+                AND excluded.assignment='excluded'
+           );",
+    )?;
     Ok(())
 }
 
@@ -124,3 +232,63 @@ fn column_exists(connection: &Connection, table: &str, column: &str) -> Result<b
         .collect::<rusqlite::Result<Vec<_>>>()?;
     Ok(names.iter().any(|name| name == column))
 }
+
+#[cfg(test)]
+mod tests {
+    use super::*;
+
+    #[test]
+    fn version_four_numbers_migrate_without_losing_values_or_provenance() {
+        let connection = Connection::open_in_memory().unwrap();
+        connection
+            .execute_batch(
+                "PRAGMA foreign_keys=ON;
+                 CREATE TABLE items(id INTEGER PRIMARY KEY,text TEXT NOT NULL,note TEXT NOT NULL DEFAULT '',priority INTEGER NOT NULL DEFAULT 3,when_at TEXT,done_at TEXT,alarm_at TEXT,numeric_value REAL,created_at TEXT NOT NULL,updated_at TEXT NOT NULL,sort_order INTEGER NOT NULL DEFAULT 0,discarded INTEGER NOT NULL DEFAULT 0,recurrence TEXT NOT NULL DEFAULT '');
+                 CREATE TABLE categories(id INTEGER PRIMARY KEY,name TEXT NOT NULL UNIQUE,parent_id INTEGER,kind TEXT NOT NULL DEFAULT 'standard',match_text TEXT NOT NULL DEFAULT '',exclusive INTEGER NOT NULL DEFAULT 0,sort_order INTEGER NOT NULL DEFAULT 0);
+                 CREATE TABLE item_categories(item_id INTEGER NOT NULL REFERENCES items(id),category_id INTEGER NOT NULL REFERENCES categories(id),assignment TEXT NOT NULL DEFAULT 'explicit',PRIMARY KEY(item_id,category_id));
+                 CREATE TABLE views(id INTEGER PRIMARY KEY,name TEXT NOT NULL UNIQUE,kind TEXT NOT NULL DEFAULT 'list',filter_value TEXT NOT NULL DEFAULT '',sort_key TEXT NOT NULL DEFAULT 'manual',show_done INTEGER NOT NULL DEFAULT 1,sort_order INTEGER NOT NULL DEFAULT 0,filter_expr TEXT NOT NULL DEFAULT '');
+                 CREATE TABLE view_columns(id INTEGER PRIMARY KEY,view_id INTEGER NOT NULL REFERENCES views(id),field TEXT NOT NULL,heading TEXT NOT NULL,width INTEGER NOT NULL DEFAULT 20,aggregate TEXT NOT NULL DEFAULT 'none',sort_order INTEGER NOT NULL DEFAULT 0);
+                 INSERT INTO categories(id,name,kind) VALUES(1,'Hours','numeric');
+                 INSERT INTO items(id,text,numeric_value,created_at,updated_at) VALUES(1,'Legacy',42.25,'now','now');
+                 INSERT INTO item_categories VALUES(1,1,'explicit');
+                 INSERT INTO views(id,name) VALUES(1,'Legacy');
+                 INSERT INTO view_columns(view_id,field,heading) VALUES(1,'value','Hours');
+                 PRAGMA user_version=4;",
+            )
+            .unwrap();
+
+        migrate(&connection).unwrap();
+
+        assert_eq!(
+            connection
+                .query_row(
+                    "SELECT numeric_value FROM item_values WHERE item_id=1 AND category_id=1",
+                    [],
+                    |row| row.get::<_, f64>(0),
+                )
+                .unwrap(),
+            42.25
+        );
+        assert!(
+            connection
+                .query_row("SELECT numeric_value FROM items WHERE id=1", [], |row| {
+                    row.get::<_, Option<f64>>(0)
+                })
+                .unwrap()
+                .is_none()
+        );
+        connection
+            .execute("INSERT INTO item_categories VALUES(1,1,'conditional')", [])
+            .unwrap();
+        assert_eq!(
+            connection
+                .query_row(
+                    "SELECT COUNT(*) FROM item_categories WHERE item_id=1 AND category_id=1",
+                    [],
+                    |row| row.get::<_, i64>(0),
+                )
+                .unwrap(),
+            2
+        );
+    }
+}

src/filter.rs

@@ -1,4 +1,4 @@
-use anyhow::{Result, bail};
+use anyhow::{Context, Result, bail};
 use chrono::{DateTime, Duration, Local, TimeZone};
 
 use crate::model::Item;
@@ -19,6 +19,10 @@ pub enum Predicate {
     Category(String),
     Priority(Compare, i64),
     Value(Compare, f64),
+    NumericValue(String, Compare, f64),
+    NumericRange(String, f64, f64, bool),
+    DateValue(String, Compare, String),
+    DateRange(String, String, String, bool),
     Done(bool),
     HasNote,
     HasDate(bool),
@@ -75,6 +79,20 @@ fn predicate(p: &Predicate, item: &Item) -> bool {
             .any(|c| c.name.eq_ignore_ascii_case(s)),
         Predicate::Priority(op, n) => compare_i64(item.priority, *op, *n),
         Predicate::Value(op, n) => item.numeric_value.is_some_and(|v| compare_f64(v, *op, *n)),
+        Predicate::NumericValue(category, op, number) => item
+            .numeric_value_for(category)
+            .is_some_and(|value| compare_f64(value, *op, *number)),
+        Predicate::NumericRange(category, minimum, maximum, inside) => item
+            .numeric_value_for(category)
+            .is_some_and(|value| ((value >= *minimum) && (value <= *maximum)) == *inside),
+        Predicate::DateValue(category, op, expected) => item
+            .date_value_for(category)
+            .is_some_and(|value| compare_str(value, *op, expected)),
+        Predicate::DateRange(category, minimum, maximum, inside) => {
+            item.date_value_for(category).is_some_and(|value| {
+                ((value >= minimum.as_str()) && (value <= maximum.as_str())) == *inside
+            })
+        }
         Predicate::Done(expected) => item.done_at.is_some() == *expected,
         Predicate::HasNote => !item.note.trim().is_empty(),
         Predicate::HasDate(expected) => item.when_at.is_some() == *expected,
@@ -126,6 +144,17 @@ fn compare_f64(a: f64, op: Compare, b: f64) -> bool {
     }
 }
 
+fn compare_str(a: &str, op: Compare, b: &str) -> bool {
+    match op {
+        Compare::Eq => a == b,
+        Compare::Ne => a != b,
+        Compare::Lt => a < b,
+        Compare::Le => a <= b,
+        Compare::Gt => a > b,
+        Compare::Ge => a >= b,
+    }
+}
+
 #[derive(Debug, Clone, PartialEq)]
 enum Token {
     Word(String),
@@ -301,6 +330,34 @@ impl Parser {
                 let op = self.required_op()?;
                 Ok(Predicate::Value(op, self.word()?.parse()?))
             }
+            field if field.starts_with("numeric:") => {
+                let category = if field.len() == "numeric:".len() {
+                    self.word()?
+                } else {
+                    field["numeric:".len()..].to_owned()
+                };
+                if let Some(inside) = self.range_operator() {
+                    let (minimum, maximum) = parse_range::<f64>(&self.word()?)?;
+                    Ok(Predicate::NumericRange(category, minimum, maximum, inside))
+                } else {
+                    let op = self.required_op()?;
+                    Ok(Predicate::NumericValue(category, op, self.word()?.parse()?))
+                }
+            }
+            field if field.starts_with("date:") => {
+                let category = if field.len() == "date:".len() {
+                    self.word()?
+                } else {
+                    field["date:".len()..].to_owned()
+                };
+                if let Some(inside) = self.range_operator() {
+                    let (minimum, maximum) = parse_range::<String>(&self.word()?)?;
+                    Ok(Predicate::DateRange(category, minimum, maximum, inside))
+                } else {
+                    let op = self.required_op()?;
+                    Ok(Predicate::DateValue(category, op, self.word()?))
+                }
+            }
             "due" => {
                 let _ = self.optional_op();
                 let raw = self.word()?.to_lowercase();
@@ -329,6 +386,19 @@ impl Parser {
             _ => bail!("expected a comparison operator"),
         }
     }
+
+    fn range_operator(&mut self) -> Option<bool> {
+        let Some(Token::Word(operator)) = self.tokens.get(self.at) else {
+            return None;
+        };
+        let inside = match operator.to_lowercase().as_str() {
+            "inside" => true,
+            "outside" => false,
+            _ => return None,
+        };
+        self.at += 1;
+        Some(inside)
+    }
     fn optional_op(&mut self) -> Option<Compare> {
         if let Some(Token::Op(op)) = self.tokens.get(self.at).cloned() {
             self.at += 1;
@@ -347,6 +417,17 @@ impl Parser {
     }
 }
 
+fn parse_range<T>(source: &str) -> Result<(T, T)>
+where
+    T: std::str::FromStr,
+    T::Err: std::error::Error + Send + Sync + 'static,
+{
+    let (minimum, maximum) = source
+        .split_once("..")
+        .context("ranges must use minimum..maximum")?;
+    Ok((minimum.parse()?, maximum.parse()?))
+}
+
 #[cfg(test)]
 mod tests {
     use super::*;
@@ -365,6 +446,7 @@ mod tests {
             created_at: String::new(),
             updated_at: String::new(),
             discarded: false,
+            values: vec![],
             categories: vec![Category {
                 id: 1,
                 name: "Work".into(),

src/model.rs

@@ -10,7 +10,7 @@ pub use enums::{
     Aggregate, CategoryKind, DateOrder, DonePolicy, RuleActionKind, SortKey, TrashPolicy, ViewKind,
     WeekStart,
 };
-pub use item::{Item, ItemChanges};
+pub use item::{CategoryValue, Item, ItemChanges};
 pub use macro_def::MacroDef;
 pub use settings::DocumentSettings;
 pub use view::{ViewColumn, ViewDef, ViewSection};

src/model/enums.rs

@@ -66,15 +66,34 @@ string_enum!(Aggregate {
     Maximum => "max",
 });
 
+impl Aggregate {
+    pub const fn label(self) -> &'static str {
+        match self {
+            Self::None => "",
+            Self::Sum => "Total",
+            Self::Average => "Average",
+            Self::Count => "Count",
+            Self::Minimum => "Minimum",
+            Self::Maximum => "Maximum",
+        }
+    }
+}
+
 string_enum!(RuleActionKind {
+    None => "none",
     Assign => "assign",
     Exclude => "exclude",
+    Remove => "remove",
     Priority => "priority",
     Value => "value",
+    Numeric => "numeric",
+    Date => "date",
     When => "when",
     Alarm => "alarm",
     Repeat => "repeat",
     Done => "done",
+    Export => "export",
+    Discard => "discard",
 });
 
 string_enum!(TrashPolicy {

src/model/item.rs

@@ -1,4 +1,14 @@
-use super::Category;
+use super::{Category, CategoryKind};
+
+#[derive(Debug, Clone, PartialEq)]
+pub struct CategoryValue {
+    pub category_id: i64,
+    pub category_name: String,
+    pub kind: CategoryKind,
+    pub numeric_value: Option<f64>,
+    pub date_value: Option<String>,
+    pub assignment: String,
+}
 
 #[derive(Debug, Clone, PartialEq)]
 pub struct Item {
@@ -15,6 +25,7 @@ pub struct Item {
     pub updated_at: String,
     pub discarded: bool,
     pub categories: Vec<Category>,
+    pub values: Vec<CategoryValue>,
 }
 
 impl Item {
@@ -25,6 +36,34 @@ impl Item {
             .collect::<Vec<_>>()
             .join(", ")
     }
+
+    pub fn numeric_value_for(&self, category: &str) -> Option<f64> {
+        self.values
+            .iter()
+            .find(|value| {
+                value.kind == CategoryKind::Numeric
+                    && value.category_name.eq_ignore_ascii_case(category)
+                    && self
+                        .categories
+                        .iter()
+                        .any(|assigned| assigned.id == value.category_id)
+            })
+            .and_then(|value| value.numeric_value)
+    }
+
+    pub fn date_value_for(&self, category: &str) -> Option<&str> {
+        self.values
+            .iter()
+            .find(|value| {
+                value.kind == CategoryKind::Date
+                    && value.category_name.eq_ignore_ascii_case(category)
+                    && self
+                        .categories
+                        .iter()
+                        .any(|assigned| assigned.id == value.category_id)
+            })
+            .and_then(|value| value.date_value.as_deref())
+    }
 }
 
 #[derive(Debug, Clone, Default)]

src/model/settings.rs

@@ -14,6 +14,7 @@ pub struct DocumentSettings {
     pub afternoon_time: String,
     pub evening_time: String,
     pub note_tab_width: u8,
+    pub report_headers: bool,
 }
 
 impl Default for DocumentSettings {
@@ -31,6 +32,7 @@ impl Default for DocumentSettings {
             afternoon_time: "13:00".into(),
             evening_time: "18:00".into(),
             note_tab_width: 4,
+            report_headers: true,
         }
     }
 }

src/model/view.rs

@@ -1,4 +1,4 @@
-use super::{Aggregate, SortKey, ViewKind};
+use super::{Aggregate, Item, ViewKind};
 
 #[derive(Debug, Clone, PartialEq)]
 pub struct ViewDef {
@@ -6,7 +6,7 @@ pub struct ViewDef {
     pub name: String,
     pub kind: ViewKind,
     pub filter_value: String,
-    pub sort_key: SortKey,
+    pub sort_key: String,
     pub show_done: bool,
     pub filter_expr: String,
     pub columns: Vec<ViewColumn>,
@@ -16,9 +16,17 @@ pub struct ViewDef {
 #[derive(Debug, Clone, PartialEq)]
 pub struct ViewColumn {
     pub field: String,
+    pub category: Option<String>,
     pub heading: String,
     pub width: u16,
     pub aggregate: Aggregate,
+    pub number_label: String,
+    pub decimals: u8,
+    pub decimal_separator: String,
+    pub thousands_separator: String,
+    pub negative_style: String,
+    pub percent_total: bool,
+    pub alignment: String,
 }
 
 #[derive(Debug, Clone, PartialEq)]
@@ -35,8 +43,31 @@ impl ViewDef {
             .iter()
             .map(|column| {
                 format!(
-                    "{}:{}:{}:{}",
-                    column.field, column.width, column.heading, column.aggregate
+                    "{}{}:{}:{}:{}:{}:{}:{}:{}:{}:{}:{}",
+                    column.field,
+                    column
+                        .category
+                        .as_ref()
+                        .map(|category| format!("[{category}]"))
+                        .unwrap_or_default(),
+                    column.width,
+                    column.heading,
+                    column.aggregate,
+                    column.number_label,
+                    column.decimals,
+                    match column.decimal_separator.as_str() {
+                        "," => "comma",
+                        "." => "dot",
+                        other => other,
+                    },
+                    column.thousands_separator,
+                    column.negative_style,
+                    if column.percent_total {
+                        "percent"
+                    } else {
+                        "value"
+                    },
+                    column.alignment,
                 )
             })
             .collect::<Vec<_>>()
@@ -58,3 +89,121 @@ impl ViewDef {
             .join(";")
     }
 }
+
+impl ViewColumn {
+    pub fn raw_value(&self, item: &Item) -> String {
+        match self.field.as_str() {
+            "item" => item.text.clone(),
+            "categories" => item.category_names(),
+            "when" => item.when_at.clone().unwrap_or_default(),
+            "priority" => item.priority.to_string(),
+            "note" => item.note.clone(),
+            "numeric" => self
+                .category
+                .as_deref()
+                .and_then(|category| item.numeric_value_for(category))
+                .map(|value| value.to_string())
+                .unwrap_or_default(),
+            "value" => self
+                .category
+                .as_deref()
+                .map_or(item.numeric_value, |category| {
+                    item.numeric_value_for(category)
+                })
+                .map(|value| value.to_string())
+                .unwrap_or_default(),
+            "date" => self
+                .category
+                .as_deref()
+                .and_then(|category| item.date_value_for(category))
+                .unwrap_or_default()
+                .into(),
+            "done" => item.done_at.clone().unwrap_or_default(),
+            "alarm" => item.alarm_at.clone().unwrap_or_default(),
+            "recurrence" => item.recurrence.clone(),
+            "created" => item.created_at.clone(),
+            "updated" => item.updated_at.clone(),
+            _ => String::new(),
+        }
+    }
+
+    pub fn numeric_value(&self, item: &Item) -> Option<f64> {
+        match self.field.as_str() {
+            "numeric" => self
+                .category
+                .as_deref()
+                .and_then(|category| item.numeric_value_for(category)),
+            "value" => self
+                .category
+                .as_deref()
+                .map_or(item.numeric_value, |category| {
+                    item.numeric_value_for(category)
+                }),
+            "priority" => Some(item.priority as f64),
+            _ => None,
+        }
+    }
+
+    pub fn format_number(&self, value: f64) -> String {
+        let negative = value.is_sign_negative();
+        let raw = format!("{:.*}", self.decimals as usize, value.abs());
+        let (integer, fraction) = raw.split_once('.').unwrap_or((&raw, ""));
+        let separator = match self.thousands_separator.as_str() {
+            "comma" => ",",
+            "dot" => ".",
+            "space" => " ",
+            "none" | "" => "",
+            other => other,
+        };
+        let mut grouped = String::new();
+        for (index, character) in integer.chars().rev().enumerate() {
+            if index > 0 && index % 3 == 0 {
+                grouped.push_str(separator);
+            }
+            grouped.push(character);
+        }
+        let mut number = grouped.chars().rev().collect::<String>();
+        if !fraction.is_empty() {
+            number.push_str(&self.decimal_separator);
+            number.push_str(fraction);
+        }
+        if !self.number_label.is_empty() {
+            number = if matches!(self.number_label.as_str(), "$" | "€" | "£" | "¥") {
+                format!("{}{number}", self.number_label)
+            } else {
+                format!("{number} {}", self.number_label)
+            };
+        }
+        if negative {
+            number = match self.negative_style.as_str() {
+                "parentheses" => format!("({number})"),
+                "trailing" => format!("{number}-"),
+                _ => format!("-{number}"),
+            };
+        }
+        number
+    }
+
+    pub fn aggregate_value<'a>(&self, items: impl Iterator<Item = &'a Item>) -> String {
+        if self.aggregate == Aggregate::None {
+            return String::new();
+        }
+        let values = items
+            .filter_map(|item| self.numeric_value(item))
+            .collect::<Vec<_>>();
+        if self.aggregate == Aggregate::Count {
+            return format!("Count {}", values.len());
+        }
+        if values.is_empty() {
+            return String::new();
+        }
+        let value = match self.aggregate {
+            Aggregate::Sum => values.iter().sum(),
+            Aggregate::Average => values.iter().sum::<f64>() / values.len() as f64,
+            Aggregate::Minimum => values.iter().copied().fold(f64::INFINITY, f64::min),
+            Aggregate::Maximum => values.iter().copied().fold(f64::NEG_INFINITY, f64::max),
+            Aggregate::None | Aggregate::Count => unreachable!(),
+        };
+        format!("{} {}", self.aggregate.label(), self.format_number(value))
+    }
+}

src/ui.rs

@@ -146,6 +146,7 @@ fn draw_items(frame: &mut Frame<'_>, app: &mut App, area: Rect) {
         area,
     );
     app.item_rows.clear();
+    app.item_columns.clear();
     if app.items.is_empty() {
         frame.render_widget(
             Paragraph::new(if app.search.is_empty() {
@@ -162,32 +163,78 @@ fn draw_items(frame: &mut Frame<'_>, app: &mut App, area: Rect) {
         draw_datebook(frame, app, area);
         return;
     }
-    let mut columns = app.current_view().columns.clone();
-    if area.width < 70 && columns.len() > 2 {
-        let item = columns
+    let mut base_columns = app
+        .current_view()
+        .columns
         .iter()
-            .find(|c| c.field == "item")
         .cloned()
-            .unwrap_or_else(|| columns[0].clone());
-        let detail = columns
+        .enumerate()
+        .collect::<Vec<_>>();
+    if area.width < 70 && base_columns.len() > 2 {
+        let item = base_columns
             .iter()
-            .find(|c| c.field == "when")
+            .find(|(_, column)| column.field == "item")
             .cloned()
-            .or_else(|| columns.iter().find(|c| c.field != item.field).cloned());
-        columns = vec![item];
+            .unwrap_or_else(|| base_columns[0].clone());
+        let detail = base_columns
+            .iter()
+            .find(|(_, column)| column.field == "when")
+            .cloned()
+            .or_else(|| {
+                base_columns
+                    .iter()
+                    .find(|(_, column)| column.field != item.1.field)
+                    .cloned()
+            });
+        base_columns = vec![item];
         if let Some(detail) = detail {
-            columns.push(detail)
+            base_columns.push(detail)
         }
     }
+    let columns = base_columns
+        .into_iter()
+        .flat_map(|(base_index, column)| {
+            let percent = column.percent_total.then(|| DisplayColumn {
+                column: column.clone(),
+                percent: true,
+                base_index,
+            });
+            std::iter::once(DisplayColumn {
+                column,
+                percent: false,
+                base_index,
+            })
+            .chain(percent)
+        })
+        .collect::<Vec<_>>();
     let widths = column_widths(&columns, area.width);
+    let mut x = area.x;
+    for (column, width) in columns.iter().zip(&widths) {
+        app.item_columns.push((
+            Rect::new(
+                x,
+                area.y,
+                (*width).min(u16::MAX as usize) as u16,
+                area.height,
+            ),
+            column.base_index,
+        ));
+        x = x.saturating_add((*width).min(u16::MAX as usize) as u16 + 1);
+    }
     let mut display: Vec<DisplayLine> = vec![];
     let sections = app.current_view().sections.clone();
     if sections.is_empty() {
         display.push(DisplayLine::Header);
         for index in 0..app.items.len() {
-            display.push(DisplayLine::Item(index));
+            display.push(DisplayLine::Item {
+                index,
+                section: (0..app.items.len()).collect(),
+            });
         }
-        if columns.iter().any(|c| c.aggregate != Aggregate::None) {
+        if columns
+            .iter()
+            .any(|column| column.column.aggregate != Aggregate::None)
+        {
             display.push(DisplayLine::Aggregate((0..app.items.len()).collect()));
         }
     } else {
@@ -209,16 +256,22 @@ fn draw_items(frame: &mut Frame<'_>, app: &mut App, area: Rect) {
                 .map(|(i, _)| i)
                 .collect::<Vec<_>>();
             for index in &indices {
-                display.push(DisplayLine::Item(*index));
+                display.push(DisplayLine::Item {
+                    index: *index,
+                    section: indices.clone(),
+                });
             }
-            if columns.iter().any(|c| c.aggregate != Aggregate::None) {
+            if columns
+                .iter()
+                .any(|column| column.column.aggregate != Aggregate::None)
+            {
                 display.push(DisplayLine::Aggregate(indices));
             }
         }
     }
     let selected_line = display
         .iter()
-        .position(|line| matches!(line,DisplayLine::Item(i) if *i==app.selected))
+        .position(|line| matches!(line,DisplayLine::Item { index, .. } if *index==app.selected))
         .unwrap_or(0);
     let visible = area.height as usize;
     if selected_line < app.scroll {
@@ -238,31 +291,37 @@ fn draw_items(frame: &mut Frame<'_>, app: &mut App, area: Rect) {
                     .add_modifier(Modifier::BOLD),
             ))),
             DisplayLine::Header => lines.push(cells_line(
-                columns.iter().map(|c| c.heading.clone()).collect(),
+                columns.iter().map(DisplayColumn::heading).collect(),
                 &widths,
                 Style::default()
                     .fg(colors.canvas_heading)
                     .bg(colors.canvas)
                     .add_modifier(Modifier::BOLD),
             )),
-            DisplayLine::Item(index) => {
+            DisplayLine::Item { index, section } => {
                 let item = &app.items[*index];
-                let style = if *index == app.selected {
-                    Style::default()
-                        .fg(colors.selection_foreground)
-                        .bg(colors.selection)
-                        .add_modifier(Modifier::BOLD)
-                } else {
-                    Style::default()
+                let style = Style::default()
                     .fg(if item.done_at.is_some() {
                         Color::DarkGray
                     } else {
                         colors.foreground
                     })
-                        .bg(colors.canvas)
-                };
-                let cells = columns.iter().map(|c| column_value(c, item, app)).collect();
-                lines.push(cells_line(cells, &widths, style));
+                    .bg(colors.canvas);
+                let cells = columns
+                    .iter()
+                    .map(|column| column_value(column, item, section, &app.items, app))
+                    .collect();
+                lines.push(cells_line_selected(
+                    cells,
+                    &columns,
+                    &widths,
+                    style,
+                    (*index == app.selected).then_some(app.selected_column),
+                    Style::default()
+                        .fg(colors.selection_foreground)
+                        .bg(colors.selection)
+                        .add_modifier(Modifier::BOLD),
+                ));
                 app.item_rows.push((
                     Rect::new(area.x, area.y + shown as u16, area.width, 1),
                     item.id,
@@ -271,7 +330,13 @@ fn draw_items(frame: &mut Frame<'_>, app: &mut App, area: Rect) {
             DisplayLine::Aggregate(indices) => {
                 let cells = columns
                     .iter()
-                    .map(|c| aggregate_value(c, indices, &app.items, app))
+                    .map(|column| {
+                        if column.percent {
+                            String::new()
+                        } else {
+                            aggregate_value(&column.column, indices, &app.items, app)
+                        }
+                    })
                     .collect();
                 lines.push(cells_line(
                     cells,
@@ -293,21 +358,42 @@ fn draw_items(frame: &mut Frame<'_>, app: &mut App, area: Rect) {
 enum DisplayLine {
     Section(String),
     Header,
-    Item(usize),
+    Item { index: usize, section: Vec<usize> },
     Aggregate(Vec<usize>),
 }
 
-fn column_widths(columns: &[ViewColumn], total: u16) -> Vec<usize> {
+#[derive(Clone)]
+struct DisplayColumn {
+    column: ViewColumn,
+    percent: bool,
+    base_index: usize,
+}
+
+impl DisplayColumn {
+    fn heading(&self) -> String {
+        if self.percent {
+            format!("{} %", self.column.heading)
+        } else {
+            self.column.heading.clone()
+        }
+    }
+
+    fn width(&self) -> u16 {
+        if self.percent { 10 } else { self.column.width }
+    }
+}
+
+fn column_widths(columns: &[DisplayColumn], total: u16) -> Vec<usize> {
     let spacing = columns.len().saturating_sub(1) as u16;
     let available = total.saturating_sub(spacing).max(columns.len() as u16);
     let weights = columns
         .iter()
-        .map(|c| c.width.max(1) as u32)
+        .map(|column| column.width().max(1) as u32)
         .sum::<u32>()
         .max(1);
     let mut widths = columns
         .iter()
-        .map(|c| ((available as u32 * c.width.max(1) as u32 / weights).max(1)) as usize)
+        .map(|column| ((available as u32 * column.width().max(1) as u32 / weights).max(1)) as usize)
         .collect::<Vec<_>>();
     let used = widths.iter().sum::<usize>();
     if let Some(first) = widths.first_mut() {
@@ -315,6 +401,31 @@ fn column_widths(columns: &[ViewColumn], total: u16) -> Vec<usize> {
     }
     widths
 }
+fn cells_line_selected(
+    values: Vec<String>,
+    columns: &[DisplayColumn],
+    widths: &[usize],
+    style: Style,
+    selected: Option<usize>,
+    selected_style: Style,
+) -> Line<'static> {
+    let mut spans = Vec::with_capacity(values.len() * 2);
+    for (index, ((value, width), column)) in values.into_iter().zip(widths).zip(columns).enumerate()
+    {
+        if index > 0 {
+            spans.push(Span::styled(" ", style));
+        }
+        spans.push(Span::styled(
+            fit_aligned(&value, *width, &column.column.alignment),
+            if selected == Some(column.base_index) && !column.percent {
+                selected_style
+            } else {
+                style
+            },
+        ));
+    }
+    Line::from(spans)
+}
 fn cells_line(values: Vec<String>, widths: &[usize], style: Style) -> Line<'static> {
     let text = values
         .into_iter()
@@ -336,7 +447,40 @@ fn fit(value: &str, width: usize) -> String {
     }
     out
 }
-fn column_value(column: &ViewColumn, item: &Item, app: &App) -> String {
+fn fit_aligned(value: &str, width: usize, alignment: &str) -> String {
+    let fitted = fit(value, width);
+    let trimmed = fitted.trim_end();
+    let padding = width.saturating_sub(trimmed.chars().count());
+    match alignment {
+        "right" => format!("{}{trimmed}", " ".repeat(padding)),
+        "center" => format!(
+            "{}{}{}",
+            " ".repeat(padding / 2),
+            trimmed,
+            " ".repeat(padding - padding / 2)
+        ),
+        _ => fitted,
+    }
+}
+fn column_value(
+    display: &DisplayColumn,
+    item: &Item,
+    section: &[usize],
+    items: &[Item],
+    app: &App,
+) -> String {
+    let column = &display.column;
+    if display.percent {
+        let total = section
+            .iter()
+            .filter_map(|index| column.numeric_value(&items[*index]))
+            .sum::<f64>();
+        return column
+            .numeric_value(item)
+            .filter(|_| total != 0.0)
+            .map(|value| format!("{:.2}%", value * 100.0 / total))
+            .unwrap_or_default();
+    }
     match column.field.as_str() {
         "item" => {
             let marker = if app.marked.contains(&item.id) {
@@ -361,9 +505,15 @@ fn column_value(column: &ViewColumn, item: &Item, app: &App) -> String {
                 " "
             },
         ),
-        "value" => item
-            .numeric_value
-            .map(|v| format_number(v, app))
+        "value" | "numeric" => column
+            .numeric_value(item)
+            .map(|value| column.format_number(value))
+            .unwrap_or_default(),
+        "date" => column
+            .category
+            .as_deref()
+            .and_then(|category| item.date_value_for(category))
+            .map(|value| formatted_when(app, Some(value)))
             .unwrap_or_default(),
         "done" => formatted_when(app, item.done_at.as_deref()),
         "alarm" => formatted_when(app, item.alarm_at.as_deref()),
@@ -374,31 +524,8 @@ fn column_value(column: &ViewColumn, item: &Item, app: &App) -> String {
     }
 }
 fn aggregate_value(column: &ViewColumn, indices: &[usize], items: &[Item], app: &App) -> String {
-    if column.aggregate == Aggregate::None {
-        return String::new();
-    }
-    if column.aggregate == Aggregate::Count {
-        return format!("count {}", indices.len());
-    }
-    let values = indices
-        .iter()
-        .filter_map(|i| match column.field.as_str() {
-            "value" => items[*i].numeric_value,
-            "priority" => Some(items[*i].priority as f64),
-            _ => None,
-        })
-        .collect::<Vec<_>>();
-    if values.is_empty() {
-        return String::new();
-    }
-    let value = match column.aggregate {
-        Aggregate::Sum => values.iter().sum(),
-        Aggregate::Average => values.iter().sum::<f64>() / values.len() as f64,
-        Aggregate::Minimum => values.iter().copied().fold(f64::INFINITY, f64::min),
-        Aggregate::Maximum => values.iter().copied().fold(f64::NEG_INFINITY, f64::max),
-        Aggregate::None | Aggregate::Count => return String::new(),
-    };
-    format!("{} {}", column.aggregate, format_number(value, app))
+    let _ = app;
+    column.aggregate_value(indices.iter().map(|index| &items[*index]))
 }
 
 fn draw_datebook(frame: &mut Frame<'_>, app: &mut App, area: Rect) {
@@ -460,44 +587,15 @@ fn formatted_when(app: &App, value: Option<&str>) -> String {
     )
 }
 
-fn format_number(value: f64, app: &App) -> String {
-    let negative = value.is_sign_negative();
-    let raw = format!("{:.2}", value.abs());
-    let (integer, fraction) = raw.split_once('.').unwrap_or((&raw, "00"));
-    let mut grouped = String::new();
-    for (index, c) in integer.chars().rev().enumerate() {
-        if index > 0 && index % 3 == 0 {
-            grouped.push_str(&app.preferences.thousands_separator);
-        }
-        grouped.push(c);
-    }
-    let integer = grouped.chars().rev().collect::<String>();
-    format!(
-        "{}{}{}{}",
-        if negative { "-" } else { "" },
-        integer,
-        app.preferences.decimal_separator,
-        fraction
-    )
-}
-
 fn draw_status(frame: &mut Frame<'_>, app: &App, area: Rect) {
     let colors = palette(&app.preferences.theme);
-    let totals = app
-        .items
-        .iter()
-        .filter_map(|i| i.numeric_value)
-        .collect::<Vec<_>>();
-    let aggregate = if totals.is_empty() {
-        String::new()
-    } else {
-        format!(
-            "  Σ {}  avg {}",
-            format_number(totals.iter().sum::<f64>(), app),
-            format_number(totals.iter().sum::<f64>() / totals.len() as f64, app)
-        )
-    };
-    let right = format!("{} item(s){}", app.items.len(), aggregate);
+    let column = app
+        .current_view()
+        .columns
+        .get(app.selected_column)
+        .map(|column| format!("  Cell: {}", column.heading))
+        .unwrap_or_default();
+    let right = format!("{} item(s){column}", app.items.len());
     let pad = area
         .width
         .saturating_sub((app.status.chars().count() + right.chars().count() + 2) as u16)
@@ -631,7 +729,6 @@ fn draw_overlay(frame: &mut Frame<'_>, app: &mut App) {
                 "Priority (1 highest)",
                 "When (phrase or RFC3339)",
                 "Alarm (phrase or RFC3339)",
-                "Numeric value",
                 "Recurrence (daily/weekly/monthly/every N days)",
             ];
             let lines = names
@@ -670,7 +767,7 @@ fn draw_overlay(frame: &mut Frame<'_>, app: &mut App) {
                 .collect::<Vec<_>>();
             popup(
                 frame,
-                center(frame.area(), 78, 18),
+                center(frame.area(), 78, 16),
                 "Item Properties",
                 Paragraph::new(lines),
                 colors,
@@ -689,7 +786,7 @@ fn draw_overlay(frame: &mut Frame<'_>, app: &mut App) {
                         "Rule condition",
                         "Rule action",
                     ],
-                    "Rule: category=Work and priority<=2 → assign:Important",
+                    "Condition files live; action fires on entry (numeric:Hours=7.5)",
                 ),
                 FormKind::View(_) => (
                     "Live View Definition",
@@ -700,7 +797,7 @@ fn draw_overlay(frame: &mut Frame<'_>, app: &mut App) {
                         "Boolean filter",
                         "Sort key",
                         "Show done (yes/no)",
-                        "Columns (field:width:heading:aggregate, …)",
+                        "Columns (numeric[Hours]:width:heading:aggregate:…)",
                         "Sections (heading|filter; …)",
                     ],
                     "Filters: category=Work and (open or priority<=2)",
@@ -737,6 +834,7 @@ fn draw_overlay(frame: &mut Frame<'_>, app: &mut App) {
                         "Afternoon time (HH:MM)",
                         "Evening time (HH:MM)",
                         "Note tab width (1-16)",
+                        "Report headers and footers (yes/no)",
                     ],
                     "These settings travel with the SQLite document.",
                 ),
@@ -927,7 +1025,7 @@ fn draw_overlay(frame: &mut Frame<'_>, app: &mut App) {
         Mode::Menu => {
             popup(
                 frame,
-                center(frame.area(), 58, 15),
+                center(frame.area(), 64, 17),
                 "Rogue Agenda Menu",
                 Paragraph::new(vec![
                     Line::from(" n  New item"),
@@ -937,6 +1035,8 @@ fn draw_overlay(frame: &mut Frame<'_>, app: &mut App) {
                     Line::from(" p  Preferences (user TOML)"),
                     Line::from(" d  Document settings (.agnd)"),
                     Line::from(" x  Macro Manager (Ctrl-G)"),
+                    Line::from(" u  Utilities Execute conditions/actions"),
+                    Line::from(" f  Inspect rule conflicts"),
                     Line::from(" b  Back up document now"),
                     Line::from(" t  Empty Trash permanently"),
                     Line::from(" q  Quit"),
@@ -947,6 +1047,61 @@ fn draw_overlay(frame: &mut Frame<'_>, app: &mut App) {
                 colors,
             );
         }
+        Mode::Execute { selected } => {
+            let choices = [
+                "Current item",
+                "Marked items",
+                "Current section",
+                "Current view",
+                "Whole document",
+            ];
+            let items = choices
+                .iter()
+                .map(|choice| ListItem::new(*choice))
+                .collect::<Vec<_>>();
+            let mut state = ListState::default().with_selected(Some(*selected));
+            let area = center(frame.area(), 62, 9);
+            frame.render_widget(Clear, area);
+            frame.render_stateful_widget(
+                List::new(items)
+                    .block(
+                        Block::bordered()
+                            .title(" Utilities Execute ")
+                            .title_bottom(" Enter applies conditions/actions · Esc cancels ")
+                            .style(Style::default().fg(Color::White).bg(colors.primary)),
+                    )
+                    .highlight_style(
+                        Style::default()
+                            .fg(colors.selection_foreground)
+                            .bg(colors.selection),
+                    ),
+                area,
+                &mut state,
+            );
+        }
+        Mode::RuleConflicts => {
+            let conflicts = app.db.rule_conflicts().unwrap_or_default();
+            let lines = if conflicts.is_empty() {
+                vec![Line::from("No rule conflicts.")]
+            } else {
+                conflicts
+                    .iter()
+                    .map(|conflict| {
+                        Line::from(format!(
+                            "#{} {} — {}",
+                            conflict.item_id, conflict.item_text, conflict.message
+                        ))
+                    })
+                    .collect()
+            };
+            popup(
+                frame,
+                center(frame.area(), 90, (lines.len() as u16 + 4).clamp(7, 22)),
+                "Rule Conflicts  (any key closes)",
+                Paragraph::new(lines).wrap(Wrap { trim: false }),
+                colors,
+            );
+        }
         Mode::Confirm { prompt, .. } => {
             popup(
                 frame,
@@ -1346,7 +1501,7 @@ mod tests {
                 "priority",
                 true,
                 "open",
-                "item:70:Action:none,value:30:Cost:sum",
+                "item:70:Action:none,value:30:Cost:sum::2:.:comma:minus:percent:right",
                 "Urgent work|priority=1",
             )
             .unwrap();
@@ -1372,7 +1527,8 @@ mod tests {
         assert!(screen.contains("Urgent work"));
         assert!(screen.contains("Action"));
         assert!(screen.contains("Cost"));
-        assert!(screen.contains("sum 75.00"));
+        assert!(screen.contains("Total 75.00"));
+        assert!(screen.contains("100.00%"));
     }
 
     #[test]
@@ -1527,7 +1683,6 @@ mod tests {
             .collect::<String>();
         assert!(screen.contains("> Configured display item"));
         assert!(screen.contains("08/17/2026 3:30pm"));
-        assert!(screen.contains("1.234,50"));
         assert!(!screen.contains("Cat Mgr"));
 
         app.handle_key(KeyEvent::new(KeyCode::F(10), KeyModifiers::NONE))

~/.local/.crates.toml

@@ -0,0 +1,2 @@
+[v1]
+"rogue-agenda 0.1.0 (path+file:///home/gb/Projects/RogueAgenda)" = ["rogue-agenda"]

~/.local/.crates2.json

@@ -0,0 +1 @@
+{"installs":{"rogue-agenda 0.1.0 (path+file:///home/gb/Projects/RogueAgenda)":{"version_req":null,"bins":["rogue-agenda"],"features":[],"all_features":false,"no_default_features":false,"profile":"release","target":"aarch64-unknown-linux-gnu","rustc":"rustc 1.97.1 (8bab26f4f 2026-07-14)\nbinary: rustc\ncommit-hash: 8bab26f4f68e0e26f0bb7960be334d5b520ea452\ncommit-date: 2026-07-14\nhost: aarch64-unknown-linux-gnu\nrelease: 1.97.1\nLLVM version: 22.1.6\n"}}}