ItemSmart Configurator

Product Hierarchy

Defines the product hierarchy structure (Department → Class → SubClass → ...) and how queries route to physical KPI tables.

8 configurations

Planning Levels & Duration

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Dropdown items for the planning level selector and time duration selector.

Important to know before configuring:

  • The ORDER of planning_levels matters — it defines the hierarchy drill-down path from broadest to most granular.
  • Labels here must match app_config.appConfig.planningLevelOptions labels exactly.

No reference value is available; use the guided form or ask the AI Agent for help.

Related setup to check

Complete first: App Config

Configure in form

Department → Table Routing

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Maps each L0 value (e.g. ACCESSORY, BATH) to its physical KPI table. Critical for query routing.

Important to know before configuring:

  • The code appends _wp to get the WP-version table and _other for other versions.
  • If a new L0 value appears in the data but isn't mapped here, queries for that department will silently fail.
  • This must include the target schema, not the source schema — update schema prefix when onboarding.
  • This is also duplicated in item_groups_configurations.hierarchy_to_table_mapping and alert_groups_configurations_test.hierarchy_to_table_mapping.
  • Schema prefix must be updated for new client
  • Missing L0 values = silent query failures
  • Duplicated in item_groups and alert_groups

No reference value is available; use the guided form or ask the AI Agent for help.

Related setup to check

Complete first: Hierarchy Level Definitions

Hierarchy → Table Routing settings must stay aligned across their related areas.

Review carefully

Hierarchy Level Definitions

Configure in form

Backend hierarchy definition: which levels exist, mandatory flags, and table_resolver_level.

Important to know before configuring:

  • RUNTIME READS FROM alert_groups_configurations, NOT grid_configurations — app/alert_groups/config.py load_client_hierarchy_config() is the actual consumer. This grid_configurations row is the onboarding source of truth.
  • table_resolver_level MUST be present in the hierarchy_levels array, otherwise query routing will fail silently.
  • This same config is duplicated in item_groups_configurations and alert_groups_configurations_test — keep all three in sync.
  • item_groups_configurations.client_hierarchy_config has NO runtime consumer either — only the alert_groups version is actively read.

No reference value is available; use the guided form or ask the AI Agent for help.

Related setup to check

Complete first: Department → Table Routing

Client Hierarchy Config settings must stay aligned across their related areas.

Configure in form

Plan Versions

Configure in form

Available planning versions (WP, LY, OP, IAF, LF, LLY). Drives column generation across all modules.

Important to know before configuring:

  • Adding a version here doesn't create the data — the KPI table must already have rows with that source_type.
  • kpi_formula_json, reporting_formulas, and approval_hub_kpi_config may reference version-specific formulas that break if a version is removed.

No reference value is available; use the guided form or ask the AI Agent for help.

Configure in form

Filter Label → DB Column Map

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Maps FE filter labels (Department, Class) to DB columns (l0_name, l1_name). Keys are client business labels.

Important to know before configuring:

  • Previously classified as Tier A but actually client-specific because the KEYS are business labels (Department, Division, etc.) not physical columns.
  • Must be kept in sync with planning_levels labels.

No reference value is available; use the guided form or ask the AI Agent for help.

Configure in form

Attribute → ID Column Map

Configure in form

Maps displayable attribute names to their DB ID columns for filter resolution.

No reference value is available; use the guided form or ask the AI Agent for help.

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Highest Product Level

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Hierarchy level at which KPI data is table-partitioned. No runtime consumer — metadata only.

Important to know before configuring:

  • This is NOT necessarily the same as client_hierarchy_config.table_resolver_level. table_resolver_level controls which L0 value routes to which physical table; highest_product_level is the highest level the grid can show without scanning all tables.
  • NO RUNTIME CONSUMER — no app/ code reads this key. It exists as metadata for onboarding tooling.

No reference value is available; use the guided form or ask the AI Agent for help.

Configure in form

LY/LLY Fallback Priority

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Ordered version codes for LY/LLY fallback when data is missing.

No reference value is available; use the guided form or ask the AI Agent for help.

Configure in form