Product Hierarchy
Defines the product hierarchy structure (Department → Class → SubClass → ...) and how queries route to physical KPI tables.
8 configurations
Planning Levels & Duration
Configure in formDropdown 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.
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Related setup to check
Complete first: App Config
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Department → Table Routing
Review carefullyMaps 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
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Related setup to check
Complete first: Hierarchy Level Definitions
Hierarchy → Table Routing settings must stay aligned across their related areas.
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Hierarchy Level Definitions
Configure in formBackend 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.
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Related setup to check
Complete first: Department → Table Routing
Client Hierarchy Config settings must stay aligned across their related areas.
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Plan Versions
Configure in formAvailable 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.
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Filter Label → DB Column Map
Configure in formMaps 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.
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Attribute → ID Column Map
Configure in formMaps displayable attribute names to their DB ID columns for filter resolution.
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Highest Product Level
Configure in formHierarchy 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.
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LY/LLY Fallback Priority
Configure in formOrdered version codes for LY/LLY fallback when data is missing.
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