Planner Workbench

Display & Label Settings

• Display Label Switching (ID / Description / Both) 
  Planners can now switch how item labels are displayed across the Planner Workbench — choosing between ID only, Description only, or Both. The preference persists per user across sessions, applies to toolbar selectors, grids, charts, and dialogs, and updates immediately without page reload.
  Drilldown Report Columns Reflect Display Label Option
  The drilldown (cell options) table now dynamically reflects the user's selected Display Label Option (ID, Description, or Both), ensuring consistency across all drilldown views with graceful fallback when data is missing.

• Measure Format Settings 
  Users can configure per-measure display formatting at the user level — including thousand separators, K/M rounding, decimal precision (0–10), negative number format, display color for negatives, and measure background color. Settings apply across all bookmarks (public and private) and can be overridden at the individual measure level.

Planning Item Navigation

• Hierarchical Planning Item Selection Dropdown
  The planning item selection dropdown now supports multi-level hierarchical drilldown. Planners can expand items level-by-level based on the configured drilldown hierarchy, enabling precise item selection from the top-level view down to the lowest configured level.

Bookmark & Drill-Down Management

• Multiple Drill-Down Selection in Bookmarks
  Planners can select one or more drill-down hierarchy levels while creating or editing bookmarks. Previously used drill-downs appear as quick selectors, and new hierarchy levels can be added at any time — even after bookmark creation.

• Drilldown Count Badge & Quick Hierarchy Level Switching
  The "Add drilldown levels" button now displays a badge showing the count of selected drilldown hierarchies. Saved drilldowns are populated directly in the Single Item View > Details table dropdown for single-click switching without re-picking dimensions.

Demand Planning

New Product Introduction (NPI)

• NPI Ramp-Up Curve from Another Product
  Planners can now generate an NPI ramp-up curve by referencing another product's historical input measure data. The system normalizes the reference data to create bucket-level multipliers, applies them to the Base NPI Plan, and supports Estimated Sales adjustments that scale the Final NPI Forecast to match a target total.

Group-By Attributes

• Group-By Attribute Configuration in Admin App
  Implementers can now configure "Group By" attributes in the Admin App under Master Data > Manage Attributes. Group-By is supported for string attributes only, requires hierarchy configuration, and is validated during config upload and Trigger New Build with detailed error messages.

• Group-By Attributes in Planning Views & Planner Workbench
  Planners can create planning views using non-hierarchical group-by attributes (e.g., Product FD). Overrides at the group-by level disaggregate correctly to all associated leaf-level SKUs — even across different product lines — enabling accurate budget-to-forecast comparisons and planning.

Multi-Currency

• Multi-Currency Configuration for Transaction & Loaded Measure Entities
  Implementers can enable multi-currency support on transaction detail and loaded measure entities. When enabled, the system guides the configuration of currency code attributes, the selection of numeric attributes for conversion, and the enforcement of publish-time validations. Supports both new and existing live tenants.

• Multi-Currency Data Load Enhancements
  Transactions and loaded measures data loads now validate currency codes against ISO standards and tenant-enabled currencies, convert monetary values to the base currency using configured exchange rates, and reject records with invalid or missing currency codes, providing clear rejection reasons.

Unit of Measure (UOM)

• UOM Entity in Admin App (Manage Attributes, Data Mappings, Data Source)
  A new out-of-the-box Unit of Measure entity is introduced under Entity & Measures, including "Customer Provided UOM" and "Customer Provided UOM Conversion" sub-entities with predefined attributes, data mapping, data source integration, and publish validations.

• UOM Dataload — Conversion Factors & Validations
  UOM conversion data loads now enforce a two-entity model (UOM master must be loaded before conversions), cross-entity referential integrity for UOM symbols, numeric conversion factor validation, and auto-population of Plan Settings with loaded UOMs. Custom UOM symbols are supported.

• UOM in Planning Views & Planner Workbench
  Planners can switch between units of measure via a UOM dropdown in Planning Views and Planner Workbench. Conversions are applied for display only; all calculations and storage remain in base UOM. Overrides in non-base UOM are converted back to base UOM before storage. Mixed-UOM validations prevent incompatible conversions in multi-item views.

• UOM Support in Transaction & Loaded Measure Entities
  UOM can now be enabled per transaction/loaded measure entity, with data-mapping enhancements for UOM attribute selection on numeric fields. Publish-time validations ensure proper UOM configuration before deployment.

• Admin App: General Settings for UOM (Feature Toggle,  Supported UOMs)
  A new UOM section in General Settings allows implementers to enable/disable UOM, configure a base unit, and manage supported standard (weight, volume, distance) and custom UOMs. The UOM table auto-populates from loaded data and supports tenant-level configuration.

Supply Chain Canvas AI

Agents

• Create and Manage Agents
  Users can create, edit, delete, preview, and reorder specialized AI agents within the Supply Chain Canvas. Each agent supports a configurable name, purpose, scope, default behavior, and an optional scheduler for automated execution. Agents run predefined or custom queries in separate conversations with full history support, and include context-aware dropdown menus for agent/canvas management.

• Share Agent: View Access for Users & Roles
  Agent creators can share agents with specific users, roles, or make them public/private. Access is controlled via "View Agent" and "Share Agent" permissions. Pre-population of existing sharing config, deactivated user/role handling, and idempotent save behavior are supported.

• Canvas Layout: Separate Customer Data vs. AI Analysis
  Canvas responses now clearly differentiate between data directly retrieved from the customer database (tables, charts, KPIs from SQL) and AI-generated analysis (insights, observations, recommendations). Each response block is visually classified for improved trust and transparency.

• AI Trust FAQ & Canvas Help Access
  An informational message ("Supply Chain Canvas uses AI. Verify results.") is displayed below the Canvas input area with a link to an AI Trust FAQ page. A help icon provides access to Canvas Help. Both resources are accessible only to logged-in users and are not publicly indexed.

• Dynamic Canvas Permission Creation on Tenant Enablement
  When Canvas is enabled for a tenant, the system now automatically creates the "Supply Chain Canvas" permission object under Agents and Co-pilots — eliminating manual setup.

Platform

Multi-Factor Authentication (MFA)

• MFA Configuration in Admin App
  Implementers can configure Two-Factor Authentication under General Settings in either Mandatory (enforced for all users) or Optional (user-controlled) mode.

• MFA on Login Screen
  After primary authentication, users with MFA enabled are redirected to an MFA verification screen supporting Email Verification Code or Authenticator App (TOTP).

• MFA in User Onboarding/Registration Flow
  New users are guided through MFA setup during onboarding after primary authentication. In Mandatory mode, MFA setup is required before access to applications. In Optional mode, users can skip and enable later. Supports Authenticator App and Email Verification methods with full validation. This is not applicable to SSO-enabled tenants

• MFA Management in User Profile Settings
  Users can enable, disable, or change their MFA method from Profile > Security > Two-Factor Authentication. In Mandatory tenant mode, the disable option is hidden. Supports Authenticator App and Email Verification with inline verification flows and success/error states. This is not applicable to SSO-enabled tenants

Job Notifications

• User Preferences for Job Notifications

Users can now configure personalized email notification preferences for job executions (Overrides, Data Loads, NPI, Forecast, Replenishment, Segmentation, Trigger Events, and Cycle Rolls). Preferences include filtering by job outcome (success/failure). All settings are user-specific.

• Email Generation & Dispatch Logic for Job Notifications
  The notification system now supports three independent email dispatch flows: Immediate (per qualifying job event), Scheduled Digest (accumulated qualifying events at configured intervals), and Job Step Delay Alerts (when a job step exceeds configured stuck-time thresholds). All flows share common filtering logic based on user preferences for job type, status, and ownership.

Dark Mode Support

• User preferences for Light/Dark Mode

The business application now supports a dark mode theme accessible via a toggle in the header. Dark mode applies consistently across all pages (Forecast Management, Data Load, Replenishment, etc.), with proper styling for tables, buttons, navigation, modals, and status indicators. User preference persists across sessions.

Tenant Usage Analytics (User Management)

• Summary Dashboard: Developed an at-a-glance summary of platform usage covering active users, total sessions, and daily session trends.

• User Engagement Scoring: Introduced a ranked table of users showing sessions, actions, and a computed "Activity Score" to identify the most engaged users.

• Interactive Detail Modals: Added drill-down modals for user records to visualize action breakdowns via donut charts and detailed job execution history.

• Page Analytics: Created a sub-tab to compare most visited pages, average time spent per page, and actions performed by page.

• Tenant Audit Logs: Implemented a row-level log of user actions within the tenant, searchable by email and exportable as a CSV.

Replenishment Planning

• Min/Max Inventory, WOS, Coverage, Inventory Status & Exceptions at Product-Location Level.
  The replenishment engine now automatically computes Min Inventory, Max Inventory, Weeks of Supply, Coverage from SOQ, Inventory Status (On Target/Stockout/Low Stock/Overstock), Exception priority, Occurrence Date, and Revenue Impact at the product-location level. These attributes are populated in the product-location master and refreshed with every solver execution. A new Inventory Exception time series is also introduced.