Planning Grid — Configuration

Grid Columns & Layout

Defines the full column structure of the planning grid: hierarchy, KPIs, timeframe splits.

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Default Column Layout Review carefully (~42KB)

Full AG-Grid column definition. Contains column_generation_order, kpi_column_definitions, version_column_config.

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Column Type Ordering Copy from reference (453B)

Order of column groups: checkbox → hierarchy → product_attributes → plan_version → timeframe.

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Default KPI Tree Copy from reference (~10KB)

Default KPI tree structure for the grid column selector.

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Pivot/Flip View Layout Copy from reference (~40KB)

Column definition for the pivot (flip) view. KPIs as rows instead of columns.

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Pivot View (Internal Test) Copy from reference (~39KB)

Internal test variant of pivot view.

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Saved View Limits Copy from reference (60B)

Max personal views per user (50) and max global views (100).

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KPI Formulas

SQL formulas for every KPI in the planning grid. Trusted SQL injected into ClickHouse queries.

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Main KPI Formulas Configure in form (~49KB)

Every KPI: SQL formula, aggregation type, dependencies, display metadata. TRUSTED SQL.

— Configure in form

KPI Tooltip Metadata Copy from reference (~82KB)

Human-readable descriptions for each KPI shown as info icons.

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Attribute Formulas Edit in spreadsheet (~19KB)

Computed product attributes shown as columns (e.g. brand count, unique-or-count patterns).

— Edit in spreadsheet

Editable KPIs List Edit in spreadsheet (174B)

JSON array of KPI codes that users can directly edit in the grid.

— Edit in spreadsheet

IAF KPI Definitions Edit in spreadsheet (~6KB)

How each KPI is recalculated when IAF data changes.

— Edit in spreadsheet

Product Lifecycle

Controls how product launch/exit dates affect editability and visibility.

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Lifecycle Date Controls Copy from reference (396B)

Launch/exit date columns, edit window, and which KPI determines if a row has data.

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Edit Panels (Bulk Edit & Match-With)

Side-panel form schemas for the Planning Grid's Bulk Edit and Match-With features. These are UI definitions (ui_definitions table) served via a special planning-grid endpoint that injects date range context.

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Bulk Edit Panel Form Review carefully (~4KB)

Form schema for the Bulk Edit side panel on the Planning Grid. Defines all editable fields (KPIs, time period selectors, grand total toggle) shown when a user selects rows and clicks 'Bulk Edit'. The BE injects minDate/maxDate/defaultRange from globalFilters.plan_period before returning to FE.

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Match-With Panel Form Review carefully (~3KB)

Form schema for the Match-With side panel on the Planning Grid. Used when mapping a new SKU to a historical SKU for demand transfer. Defines cascading fields (time period, hierarchy selection) with isCascading=true for dependent dropdowns. The BE injects date ranges before returning.

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