User Interface Overview (Strategy Designer)

Owned by Ondřej Tesař
Sept 06, 2024
4 min read

This is the main interface of the Strategy Designer. It consists of the following main sections:

If you have not read https://pricefx.atlassian.net/wiki/spaces/ACCDEV/pages/4625006712 already, now is the time. The rest of this document assumes familiarity with the drag & drop workspace.

SDOverview.png

Strategies Tab

Consists of a list of available strategies. Strategies are categorized into three sections:

  • Active: Lists all the active pricing strategies that have been deployed.

  • Superseded: Shows strategies that have been replaced by newer versions.

  • Drafts: Contains strategies that are in draft mode and have not yet been deployed.

Add Button

The Add button is located at the top of the Strategies panel, allowing you to add a new strategy. Clicking the button opens a dropdown where you can select a predefined strategy template, add an empty strategy to create a customized strategy from scratch, or import the strategy configuration from a JSON.

When importing from JSON, if the same data lookup already exists, a duplicate is not imported. If the existing lookup is in a draft state, the lookup is imported, leaving one version in draft and moving the other to active.

Note: When on a fresh partition, you start with an empty workspace – even though you may already have some strategies configured by the Price Setting Accelerator. Strategy Designer allows you to define your custom strategies, but you cannot configure the PSP out-of-box strategies here.

Data Lookups Tab

Consists of a list of available data lookups.

  • Active: Shows valid data lookups that are currently active.

  • Drafts: Contains data lookups that are in the draft mode and have not yet been activated.

Add Button

The Add button is located at the top of the Data Lookups panel, allowing you to add a data lookup. Clicking the button opens a dropdown where you can select a predefined data lookup template, or import the data lookup configuration from a JSON.

Workspace

This is the main workspace for creating and editing strategies or data lookups and contains the following elements:

  • Title: The title of the selected strategy / 'data lookup' is displayed at the top and can be changed.

  • Version History: An option is available at the top right of the screen under the Version History button. Opens a table allowing you to review and revert to previous versions.

  • Status: Indicates the validation status of the current strategy or data lookup configuration (possible options: draft, active, superseded, saving, saved, valid, invalid).

  • Deploy button / Activate button: Use the Deploy button to change the selected strategy’s status from draft to active, or Activate button to change the selected data lookup’s status from drafta to active. This makes it available for use in active strategies/'data lookups'.

Live Preview

Located on the right side of the screen, this panel provides a real-time preview of the strategy's configuration or the Groovy code being used.

Displays the following elements:

  • Tabs: Preview and Code

  • Input fields: Select a value that will be used for calculation

    • Calculate Button: Executes the current strategy with the selected parameters.

  • Result: Displays the calculated result price (outcome of the strategy calculation), including the time taken for the calculation.

    • If the price calculation is successful, the calculated price will be displayed, if no price is calculated, the “No price” message is shown.

    • Displays Categories from Toolbox involved in the strategy and their calculated intermediate results.

For more details see the Live Preview (Strategy Designer) article.