Merge pull request #4972 from mathesar-foundation/0.7.1

Release Mathesar 0.7.1

Author: zackkrida

db/sql/05_msar.sql

@@ -3654,10 +3654,22 @@ Args:
 SELECT msar.get_cast_function_name(type_::regtype) || '(' ||
 CONCAT_WS(', ',
   val,
-  'group_sep =>' || quote_literal(cast_options ->> 'group_sep') || '::"char"',
-  'decimal_p =>' || quote_literal(cast_options ->> 'decimal_p') || '::"char"',
-  'curr_pref =>' || quote_literal(cast_options ->> 'curr_pref') || '::text',
-  'curr_suff =>' || quote_literal(cast_options ->> 'curr_suff') || '::text'
+  CASE WHEN NULLIF(cast_options, '{}'::jsonb) IS NOT NULL THEN
+    CASE type_::regtype
+      WHEN 'numeric'::regtype THEN 
+        CONCAT_WS(', ',
+          'group_sep =>' || quote_literal(cast_options ->> 'group_sep') || '::"char"',
+          'decimal_p =>' || quote_literal(cast_options ->> 'decimal_p') || '::"char"'
+        )
+      WHEN 'mathesar_types.mathesar_money'::regtype THEN
+        CONCAT_WS(', ',
+          'group_sep =>' || quote_literal(cast_options ->> 'group_sep') || '::"char"',
+          'decimal_p =>' || quote_literal(cast_options ->> 'decimal_p') || '::"char"',
+          'curr_pref =>' || quote_literal(COALESCE(cast_options ->> 'curr_pref', '')) || '::text',
+          'curr_suff =>' || quote_literal(COALESCE(cast_options ->> 'curr_suff', '')) || '::text'
+        )
+    END
+  END
 ) || ')'
 $$ LANGUAGE SQL RETURNS NULL ON NULL INPUT;
 
@@ -3763,7 +3775,7 @@ BEGIN
   IF is_default_dynamic THEN
     default_ := format('%s::%s', old_default, new_type);
   ELSE
-    EXECUTE format('SELECT %s', __msar.build_cast_expr(old_default, new_type)) INTO default_;
+    EXECUTE format('SELECT %s', __msar.build_cast_expr(old_default, new_type, cast_options)) INTO default_;
     default_ := quote_literal(default_);
   END IF;
 

db/sql/test_sql_functions.sql

@@ -1639,7 +1639,7 @@ END;
 $f$ LANGUAGE plpgsql;
 
 
-CREATE OR REPLACE FUNCTION test_retype_col_sql() RETURNS SETOF TEXT AS $f$
+CREATE OR REPLACE FUNCTION test_retype_col_sql_for_correct_inference() RETURNS SETOF TEXT AS $f$
 DECLARE
   tab_id regclass;
   cast_options_1 jsonb := '{"mathesar_casting": true}'::jsonb;
@@ -1670,6 +1670,38 @@ END;
 $f$ LANGUAGE plpgsql;
 
 
+CREATE OR REPLACE FUNCTION test_retype_col_sql_for_incorrect_inference() RETURNS SETOF TEXT AS $f$
+DECLARE
+  tab_id regclass;
+  cast_options_1 jsonb := '{"decimal_p": ".", "group_sep": "", "mathesar_casting": true}'::jsonb;
+  cast_options_2 jsonb := '{"curr_pref": "$", "curr_suff": "", "decimal_p": ".", "group_sep": ",", "mathesar_casting": true}'::jsonb;
+BEGIN
+  PERFORM __setup_type_inference();
+  tab_id := '"Types Test"'::regclass;
+  -- retyping a column inferred as numeric to mathesar_types.mathesar_money instead of numeric
+  RETURN NEXT is(
+    msar.retype_column(tab_id, 5::smallint, 'mathesar_types.mathesar_money'::text, cast_options_1),
+    'ALTER TABLE public."Types Test" '
+    || 'ALTER COLUMN "Numeric" TYPE mathesar_types.mathesar_money '
+    || 'USING msar.cast_to_mathesar_money("Numeric", group_sep =>''''::"char", decimal_p =>''.''::"char", curr_pref =>''''::text, curr_suff =>''''::text)'
+  );
+  -- retyping a column inferred as mathesar_types.mathesar_money to numeric instead of mathesar_types.mathesar_money
+  RETURN NEXT throws_ok(
+    format(
+      $s$
+        SELECT msar.retype_column(%s, 8::smallint, 'numeric'::text, %L::jsonb);
+      $s$,
+      tab_id::oid,
+      cast_options_2
+    ),
+    '22P02',
+    'invalid input syntax for type numeric: "$9850000.00"',
+    'Retyping a text column with currency symbols to numeric throws an error to avoid data loss during import.'
+  );
+END;
+$f$ LANGUAGE plpgsql;
+
+
 -- msar.add_mathesar_table
 
 CREATE OR REPLACE FUNCTION __setup_create_table() RETURNS SETOF TEXT AS $f$
@@ -1957,7 +1989,7 @@ BEGIN
   CREATE TABLE test_schema.col_alters (
     id integer GENERATED ALWAYS AS IDENTITY PRIMARY KEY,
     col1 text NOT NULL,
-    col2 numeric DEFAULT 5,
+    col2 numeric DEFAULT '5'::numeric,
     "Col sp" text,
     col_opts numeric(5, 3),
     coltim timestamp DEFAULT now()

docs/docs/releases/0.7.0.md

@@ -1,9 +1,7 @@
 # Mathesar 0.7.0
 
-!!! question "Want cross-table editing in Mathesar? Talk to us!"
-	For our next release, we're actively working on the ability to edit data from multiple tables in a single view.
-
-	If you're interested, we'd love your input so we're prioritizing the right problems to solve. [Talk to us for 20 min](https://cal.com/mathesar/users), we'll give you a $25 gift card as a thank you.
+???+ warning "Upgrade to 0.7.1 strongly recommended"
+    Mathesar 0.7.0 contains a regression that prevents casting some database types to others. This bug is fixed in [0.7.1](./0.7.1.md).
 
 ## Summary
 

docs/docs/releases/0.7.1.md

@@ -0,0 +1,114 @@
+# Mathesar 0.7.1
+
+!!! question "Want cross-table editing in Mathesar? Talk to us!"
+	For our next release, we're actively working on the ability to edit data from multiple tables in a single view.
+
+	If you're interested, we'd love your input so we're prioritizing the right problems to solve. [Talk to us for 20 min](https://cal.com/mathesar/users), we'll give you a $25 gift card as a thank you.
+
+## Summary
+
+Mathesar 0.7.1 fixes a critical bug that prevented casting database column types from one type to another. This bug most impacted CSV imports, particularly when importing data into new tables or when Mathesar's type inference system needed to adjust column types during the import process. The bug could also affect manual column type changes in existing tables.
+
+!!! info ""
+	This page provides a comprehensive list of all changes in the release.
+
+## Bug fixes
+
+### Fix column type casting regression
+
+A regression introduced in 0.7.0 caused failures when casting columns between certain database types, particularly when converting between numeric and money types. The casting function was incorrectly applying currency-related formatting options (like currency prefixes and suffixes) to numeric columns that don't support them, and was not properly handling cases where cast options were empty or not applicable to the target type.
+
+*Related work:*
+
+[#4961](https://github.com/mathesar-foundation/mathesar/pull/4961 "Typecast bugfix")
+
+## Documentation
+
+- Update the URL to Mathesar's Railway 1-click deployment template [#4967](https://github.com/mathesar-foundation/mathesar/pull/4967 "Fix railway link in docs")
+
+## Upcoming changes in 0.8.0
+
+Mathesar's 0.8.0 release will end official support for PostgreSQL 13 and Python 3.9. We recommend upgrading these dependencies prior to installing 0.8.0 to ensure continued compatibility and support.
+
+While Mathesar is likely to function with older versions, compatibility is no longer tested, and assistance cannot be provided for issues encountered on unsupported versions.
+
+Learn more about our [version support strategy](../administration/version-support.md).
+
+## Upgrading to 0.7.1 {:#upgrading}
+
+### For installations using Docker Compose
+
+If you have a Docker compose installation, run the command below:
+
+```
+docker compose -f /etc/mathesar/docker-compose.yml up --pull always -d
+```
+
+!!! warning "Your installation directory may be different"
+    You may need to change `/etc/mathesar/` in the command above if you chose to install Mathesar to a different directory.
+
+### For direct installations of Mathesar on Linux, macOS, or WSL
+
+Mathesar provides an install script that automates both fresh installs and upgrades for standalone (non-Docker) installations.
+
+Follow the steps below to upgrade Mathesar:
+
+
+1. Enter your installation directory into the box below and press <kbd>Enter</kbd> to personalize this guide:
+
+    <input data-input-for="MATHESAR_INSTALL_DIR" aria-label="Your Mathesar installation directory"/>
+
+    - Do _not_ include a trailing slash.
+    - Do _not_ use any variables like `$HOME`.
+
+2.  Go to your Mathesar installation directory.
+
+    ```
+    cd xMATHESAR_INSTALL_DIRx
+    ```
+
+    !!! note
+        Your installation directory may be different from above if you used a different directory when installing Mathesar.
+
+3. Download and run the install script for 0.7.1
+    ```
+    curl -sSfL https://github.com/mathesar-foundation/mathesar/releases/download/0.7.1/install.sh -o install.sh
+    chmod +x install.sh
+
+    ./install.sh .
+    ```
+
+4. Replace your gunicorn systemd service with a Mathesar systemd service
+
+    1. Disable and stop the existing gunicorn service
+        ```
+        systemctl disable gunicorn.service
+        systemctl stop gunicorn.service
+        ```
+
+    2. Follow the steps in [Run Mathesar as a systemd service](../administration/install-from-scratch.md#run-mathesar-as-a-systemd-service) from the installation guide
+
+    3. Remove the gunicorn service file
+        ```
+        sudo rm /lib/systemd/system/gunicorn.service
+        ```
+
+5. Update your Caddyfile
+
+    1. Use the configuration shown in [Install and configure Caddy](../administration//install-from-scratch.md#install-and-configure-caddy) in the installation guide, and update your Caddyfile accordingly
+
+    2. Ensure that your domains are specified directly in the first line of the Caddyfile
+
+    3. Restart your Caddy service
+      ```
+      systemctl restart caddy.service
+      ```
+
+!!! tip
+    **If you're running Mathesar only on localhost and do not want it to run as a service**, you could:
+
+    1. Remove the gunicorn and caddy services
+    1. Start Mathesar manually with:
+      ```
+      mathesar run
+      ```

docs/mkdocs.yml

@@ -49,8 +49,9 @@ nav:
       - Overview: api/index.md
       - Methods: api/methods.md
   - Releases:
-      - '0.7.0': releases/0.7.0.md
+      - '0.7.1': releases/0.7.1.md
       - Previous releases:
+          - '0.7.0': releases/0.7.0.md
           - '0.6.0': releases/0.6.0.md
           - '0.5.0': releases/0.5.0.md
           - '0.4.0': releases/0.4.0.md
@@ -170,7 +171,7 @@ markdown_extensions:
       permalink: true
 
 extra:
-  mathesar_version: 0.7.0
+  mathesar_version: 0.7.1
   version:
     provider: mike
     alias: true

mathesar/__init__.py

@@ -1,3 +1,3 @@
 default_app_config = 'mathesar.apps.MathesarConfig'
 
-__version__ = "0.7.0"
+__version__ = "0.7.1"