Figure-level traceability on the revenue plan#6
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Implements the PRD's "trust feature": click any allocated figure to see exactly where it came from — the source contract line, the inputs that produced it, and how it was computed. - view.ts: getAllocationTrace() joins each Pricing allocation row to the Reader's line-item (by line_item_id), assembling source doc, inputs (quantity, unit price, line total, service period) and the calc (recognition pattern + Anaplan schedule description). - TraceableAllocationTable: renders the allocation with each allocated figure as a click-to-trace popover (Result · Source · Inputs · Calculation). - Gate1RevenuePlan: uses the traceable table in place of the generic SimpleTable. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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Implements the PRD's headline trust feature: "Clicking any figure the agent produces should reveal where it came from — which line of the contract, which step of the calculation, and which input value."
Previously this existed only as text citations in the brief. Now every allocated figure on the Revenue Plan is interactive.
What it does
Click any allocated revenue figure → a popover shows:
How
getAllocationTrace()(view.ts) joins each Pricing allocation row to the Reader's line-item byline_item_id— all data already produced by the agents; no new agent work.TraceableAllocationTablerenders the allocation with each figure as a click-to-trace popover.Gate1RevenuePlanswaps the generic table for the traceable one, so it appears on every contract's Revenue Plan tab.Verified
tsc --noEmitclean; customer page renders 200.$450,000→ sourceOS_82608 · Subscription, inputs1200 × $25/user/yr, calcsubscription_ratable — straight-line over 547 days.Follow-ups
Same click-to-trace can extend to the Monthly projection and Journal Entries figures.
🤖 Generated with Claude Code