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S&OP Pre-Read Package

Version: 1.0 Date: September 8, 2025 Status: Draft

1. Feature Name​

S&OP Pre-Read Package

2. Objective & Purpose​

To streamline the S&OP executive review process by automatically compiling key outputs from reconciliation meetings into a digestible, interactive pre-read package. This aims to shift executive meetings from presentation-heavy updates to focused, data-driven decision-making discussions, driven by pre-submitted questions and insights.

3. Key Components/Modules​

  • Backend Service (PreReadService.js): Orchestrates data compilation, AI integration, and package assembly.
  • Frontend UI (PreReadAssemblyPage.js, PreReadViewer.js): Provides interfaces for orchestrators to assemble and publish, and for participants to view and annotate.
  • AI Integration: Leverages existing AI services for "Action Title" generation and insight summarization.
  • Data Storage: Stores pre-read package configurations, summaries, and annotations.
  • Notification Service: Handles email and in-app notifications.

4. Detailed Functional Specifications​

4.1. "Assemble Pre-Read" Workflow (Orchestrator)​

  • Trigger: New button "Assemble Executive Pre-Read" on Orchestrator's dashboard, visible after a "Balanced Operations Plan" is finalized and probabilistic risk assessment is complete (from Constraint Intelligence Engine).
  • Compilation: PreReadService.js automatically gathers:
    • Final "Balanced Operations Plan" data.
    • Probabilistic risk assessment results (from Constraint Intelligence Engine).
    • Financial reconciliation data.
    • AI-generated "Action Title" (from existing AI services).
  • Assembly Page (PreReadAssemblyPage.js):
    • Displays compiled data in a reviewable format.
    • Provides a rich text editor for the Orchestrator to add a high-level executive summary.
    • Allows the Orchestrator to identify and input key questions for the executive team to consider.
    • Preview functionality for the generated package.

4.2. "Publish & Notify" Action​

  • Trigger: Orchestrator clicks "Publish & Notify" on the Assembly Page.
  • Backend Processing: PreReadService.js finalizes the package, stores its configuration, and marks it as published.
  • Notifications: Notification Service sends:
    • Email notification to all S&OP participants (configurable recipients).
    • In-app notification to all S&OP participants.
    • Notification content: "The Pre-Read for [Month] S&OP Executive Review is now available."

4.3. Pre-Read Viewer Experience (Participant)​

  • Access: Participants click a link from email/in-app notification to access PreReadViewer.js.
  • Read-Only & Interactive Pages:
    • Page 1: Executive Summary & Key Decisions:
      • Displays AI-generated "Action Title."
      • Displays Orchestrator's executive summary.
    • Page 2: Risk & Opportunity Analysis:
      • Visualizes simplified "probability distribution maps" (P10/P90 risks/opportunities).
    • Page 3: Financial Impact Summary:
      • Displays key financial impacts (P&L, Working Capital) from the recommended plan.
  • Annotation Feature:
    • Participants can click on any chart or data point to add annotations.
    • Private Notes: Text input, visible only to the individual user. Stored client-side or user-specific backend storage.
    • Shared Questions/Comments: Text input, visible to all participants. Stored in a shared backend data model.

4.4. Live Executive Meeting Transformation​

  • "Agenda / Key Questions" Pane: A new widget on the Strategic Decision Dashboard.
  • Auto-Population: This pane is automatically populated with all "Shared Questions/Comments" submitted during the pre-read phase.
  • Meeting Facilitation: Enables the Orchestrator to immediately focus the meeting on pre-identified critical discussion points.

5. Data Model Considerations​

  • pre_read_packages table: Stores metadata about each published package (ID, title, period, orchestrator_id, publish_date, status).
  • pre_read_annotations table: Stores annotations (ID, package_id, user_id, type (private/shared), content, data_point_reference, created_at).
  • Integration with existing data: Leverages sop_plan, actuals, products, and Constraint Intelligence Engine outputs.

6. UI/UX Considerations​

  • Simplicity: Pre-read pages designed for quick comprehension, not complex analysis.
  • Narrative-driven: Focus on clear storytelling of the S&OP plan.
  • Intuitive Annotation: Easy-to-use interface for adding notes and questions.
  • Responsive Design: Accessible on various devices.

7. Dependencies​

  • Backend: Node.js, Express.js, PostgreSQL.
  • Frontend: React.js, Recharts (for visualizations), existing UI components.
  • AI Services: Existing AIManager.js for "Action Title" and potential summarization.
  • Notification System: Existing or new email/in-app notification capabilities.
  • Constraint Intelligence Engine: Requires its output to be available.

8. Testing Considerations​

  • Unit tests for PreReadService.js (compilation logic, notification triggers).
  • Unit tests for PreReadAssemblyPage.js and PreReadViewer.js components.
  • Integration tests for end-to-end workflow (assembly, publish, view, annotate).
  • End-to-end tests simulating Orchestrator and Participant flows.