Issues

Issues are anomalies the rules engine flagged on the data, plus any general issues operators created by hand. Triage them in the Issues panel; work them one at a time in the detail view.

Triaging the list

Open the Issues panel from the right sidebar:

The header shows total issue count. Severity counts above the list act as filter chips — click one to narrow to a single severity. Sort and Filter are top-right; Mark All As Reviewed clears the unseen badge. The blue + opens the create modal.

Each card has a one-line title (e.g. margin flagged on order), a short description, the source (a creation date for hand-created issues, "Generated by ..." for rule-fired ones), and a severity tag.

Working an issue

Click a card to open the detail view:

• Status — Not Started, In Progress, Resolved. Use the right-click menu on the card to dismiss.
• Assigned To — pick a teammate or leave Unassigned.
• Tasks — issues can carry follow-up tasks; create one inline.
• Apply Filters to River — collapse the river to just the entities this issue covers.
• Copy link — shareable URL that opens straight to this issue.

Opening an unseen issue marks it reviewed automatically. Creating a task from an issue also marks it reviewed.

Creating an issue

Click the blue + in the panel header to open the create modal:

• Title and Description — what the issue is and why it matters.
• Issue Type — General, Delay, Damage, Shortage, Back Order, Shipping Delay, Split Order, Deduction, Margin Issue, Revenue Drop. Picks the watermark icon and category.
• Severity — Info, Warning, or Critical.
• Scope — pick the customers (or other dimensions) the issue applies to.

Hand-created issues live in the same list as rule-fired ones; the source line is the only visible difference.

Filtering

The toolbar Filter button has an Issues tab that filters the river's issue overlay by severity, category, status, and "Unseen Only". The sidebar filter, by contrast, only filters the panel — it does not persist.

Jumping to linked entities

The detail view's footer carries an Apply Filters to River button — use it when an issue references multiple customers or SKUs and you want the river collapsed to just those bands. The Tasks list jumps you to a task; if the rule that fired the issue is open, the rule name links to its definition.