Supply Chain Canvas

Supply Chain Canvas AI

1. Business Context and Reference Documents.

   • Enhanced the Supply Chain Canvas to consider tenant-level business context, unstructured reference documents (Markdown/text), and curated web links. Canvas Agents leverage this contextual data to deliver more grounded, domain-specific explanations and recommendations.

2. Tenant-Level Business Context Configuration in Admin App.

   • Added configuration controls in the Admin App that let implementers add additional tenant-related knowledge. It includes additional tenant-specific business and reference materials, helping Canvas gather information about the Tenant’s business, terminology, configuration, etc., that isn't available out of the box.

3. Enforce Role-Based Measure Permissions in Canvas and Agents.

   • Implemented strict role-based measure permission enforcement across the Supply Chain Canvas. AI agents, charts, tables, and conversational responses strictly filter out restricted measures to prevent unauthorized data exposure.

Canvas Insights

1. Conversational Canvas Insights.

   • Transitioned Canvas Insights into an interactive, conversational experience. Users can ask follow-up questions, request deeper root-cause analysis, and refine generated supply chain insights in natural language.

2. Slash Command ('/') Shortcut Functionality.

   • Added slash (/) command capabilities in the Canvas Insights prompt bar, allowing implementers to quickly trigger predefined prompts. It provides Quick access to /Measures, /Attributes (with a two-pane entity-to-attribute picker), /Entity, /Entity type, /Master data, /Planning time series, /Loaded measures, and /Metrics.

   • Inserts selected values as inline "/category value" chips, with Ctrl/⌘ multi-select shortcuts.

3. Image Upload in Canvas Insights Instruction Input.

   • Enabled multi-modal input by allowing users to upload images and diagrams directly into the Canvas Insights input box to provide visual context alongside text prompts.

4. Unpublish Insights for Implementers.

   • Added the ability for implementers to unpublish live insights and dashboards, make corrections or configuration updates in draft mode, and republish seamlessly without generating duplicate artifacts.

Forecast Management

Demand Forecasting & Disaggregation

1. Multi-UOM Statistical Forecasting.

   • Planners can now generate, review, and edit statistical forecasts in alternative Units of Measure (e.g., Square Feet, Cases, Pallets). Conversions are handled dynamically while preserving calculation fidelity and disaggregation consistency back to the base UOM.

2. Decimal Allocation for Proportional Override Disaggregation.

   • Implemented an enhanced largest-remainder decimal allocation algorithm for proportional override disaggregation. The algorithm distributes fractional units across leaf items to ensure integer-level integrity matching the overridden aggregate total.

Forecast Usability & Data Export

1. Download Full Dataset Server-Side Export for Compare Forecast Scenarios.

   • Enabled full-volume background dataset exports on the Compare Forecast screen, allowing users to download complete comparison datasets regardless of UI pagination limits.

2. Forecast Management Full Dataset Server-Side Export.

   • Added a "Download full dataset" background export option in Forecast Management, enabling asynchronous exports of large-scale forecast runs directly to CSV/Excel.

3. Visibility Settings in Forecast Results.

   • Introduced granular visibility toggles on forecast result screens, allowing planners to show or hide KPI cards and trend charts independently, and to toggle between Item ID, Description, or both.

4. Forecast Trend Graph Display Limit Fix.

   • Resolved an issue that capped forecast trend charts at 50 items. The chart now shows the trend for all items in the view.

Planner Workbench

Epic: Planner Workbench & Overrides

1. Enter Forecast by Specific Horizon (Bulk Edit & Split Mode).

   • Introduced high-level horizon forecast entry directly on editable measure rows. Planners can enter a lump sum across predefined or custom horizons (e.g., Next 6 Months, Next 12 Months, Full Year) and choose between Equal Split and Proportionate Split modes. Historical and locked buckets are preserved, and fallback allocation is applied if baseline values sum to zero.

2. Decimal Allocation and Round-Off Setting at Tenant Level.

   • Added a tenant-level configuration in Planning Time Series Configuration to toggle between retaining exact decimals or rounding to whole units during disaggregation. Integer allocation utilizes a largest-remainder method to prevent total quantity drift.

3. 'Save' vs. 'Save with Reason' Options for Overrides.

   • Enhanced override submission with distinct options: "Save" (instant application) and "Save with Reason" (default workflow). Planners can also choose to retain selected reason categories, reason codes, and comment notes across all subsequent edits in the active planning session.

4. Submitted Override Indicator & Cell Highlighting.

   • Modified cells with active or submitted overrides now feature clear visual indicators and distinct cell background highlights, improving auditability during planning cycles.

Planner workbench & Navigation UX

1. Layout and minor toolbar enhancements.

   • Consolidated the Settings experience into a single tabbed modal (Filter & Hierarchy, Time Horizon, Measure Settings), relocated UOM and Currency controls to the main header, and moved Save/Cancel actions directly into the table toolbar.

2. Single-Click expand and collapse for details tables.

   • Added an Expand/Collapse toggle icon on the Details table toolbar that temporarily collapses summary tables, KPI strips, and charts to maximize the editable grid workspace.

3. Column visibility configuration changes.

   • Streamlined the Column Visibility popover to focus strictly on master attributes and measure positioning (before/after attributes), removing unnecessary bucket column clutter.

4. Details table pagination support.

   • Introduced page size selection (50, 100, 150 items per page) on the Multi-item Details table to improve browser rendering performance on large datasets.

5. Navigate to Single-Item view from the multi-item details table.

   • Added a "Show this item" action icon in the Multi-item Details table, allowing planners to navigate directly to the Single-item view for the selected item while preserving active bookmark context.

6. Hide Bookmark save and cancel buttons during active overrides.

   • The application automatically hides the Save and Cancel buttons while uncommitted cell overrides exist to prevent conflicting save states.

7. Excel-like summary statistics bar.

   • Implemented a summary status bar at the bottom of the planning grid that dynamically computes and displays Sum, Average, Minimum, Maximum, and Count for selected grid cells.

8. Context Menu Cleanup for Multi-Cell Selections.

   • Cleaned up the right-click context menu during multi-cell selection to display only supported bulk operations (Reset, Multi-cell Edit), removing single-cell specific actions.

9. Large filter selection limit protection.

   • Enforced safety limits that prevent loading or bookmarking views with more than 5,000 planning items or selections exceeding 1,000 attribute values, ensuring consistent grid responsiveness.

Data Management

Epic: Inspect Data & Master Data Management

1. Display Newly Added Relations in Inspect Data During Active Data Load.

   • Newly added master data relations appear immediately in Inspect Data with a highlighted "Data load in progress" status, allowing users to inspect staged records without waiting for background batch completion.

2. Show Ignored Records Count in Data Load History.

   • Data load execution history now explicitly displays the count of ignored/unchanged records alongside inserted and updated counts.

3. Currency and UOM Dropdown Validation in Add Record.

   • Configured the Add Record modal in Inspect Data so that Currency and UOM dropdowns strictly show values enabled in the Admin App.

4. Impact of IS_Discontinued Items in Data Loads.

   • Enhanced data load jobs to ingest and index the IS_Discontinued = 1 items. This means the dataload will accept all the records even if the items are discontinued.

Security & Data Permissions

1. Data Permissions in Inspect Data.

   • Enforced user-level data permissions in Inspect Data, ensuring users can only view, edit, and export records within their authorized hierarchy scopes.

2. Data Permissions in the Filter Component.

   • Updated the global hierarchy filter component to automatically restrict selectable dimension values based on the logged-in user's assigned permissions. 

Replenishment Planning

Demand Data Validation Before Replenishment Run.

• Added automated pre-flight checks that verify the presence of active demand data before dispatching replenishment solver jobs, preventing unnecessary job executions.