Overview
Two tools work together to manage the full planning cycle: the Configurator defines the document structure, and the Review Manager handles content review and action tracking. Both sync to the cloud via DynamoDB.
Cycle Configurator
Configure sections, assign owners and L8s, set due dates, track status, generate Word templates, and auto-generate status trackers.
Review Manager
Review content per section: write narratives with version history, upload table screenshots, manage action items with $ impact tracking.
Configurator: Header Buttons
planner.htmlClick any button below to see what it does.
Add Section
Create a new section with title, owner, L8, level (Major/Subsection/Sub-item), and Header toggle. PhoneTool autocomplete on owner/L8 fields.
Bulk Update
Find and replace owner names across multiple sections at once. Preview affected sections before applying. Optional "Also update L8" checkbox.
Snapshot
Save the current configuration with a version label (e.g. "Pre-Alpha v1"). Stored in cloud. Max 20 snapshots per cycle.
History
View all saved snapshots with timestamps and section counts. Restore any snapshot or delete old ones.
Diff View
Compare current config vs. Q4G baseline. Shows added sections (green), removed (red), and changed (yellow with detail).
Email Owners
Select owners from checkboxes. Filter by "Draft only". Generates a mailto: link with each owner's assigned sections and due dates.
Import
Upload a JSON config or Excel file (.xlsx/.csv). Excel import auto-detects columns and shows a preview before applying.
Generate Template
Download as: JSON (save file), CSV (Excel-friendly), TXT (outline), or DOCX (full Word template with cover page, ownership table, heading hierarchy).
Generate Tracker NEW
Auto-generate a status tracker HTML from the current sections. Pre-populates owners, ETAs, and follow-up mechanisms. See Section 5 for details.
Configurator: Table Features
planner.htmlThe main table lists all sections with inline editing. Click status badges below to see them cycle.
| # | Section Title | Owner | L8+ | Status | Due | Actions |
|---|---|---|---|---|---|---|
| 1 | 3. Key Focus Areas [HEADER] | - | - | |||
| 2 | 3.1.1: Relay Managed Capacity | Tedi Ballta | Augie Sundermeier | Review | Oct 1 | |
| 3 | 3.1.2: Fuel Inflation | Dango Zhu | Pete Freeman | Draft | Sep 25 | |
| 4 | 3.2.1 Carrier Mix/3P Rate | Yannick Loya | Michael Baumker | Final | Sep 23 |
Owner / L8 Fields
Type 2+ characters to search 107 Ops Finance team members from PhoneTool. Shows: Name (alias), Title.
Status Badges
Click to cycle: Draft → Review → Final
Due Date + Overdue
Date picker per section. Overdue rows not "Final" are highlighted red.
Section Notes
Click the note icon for a popover textarea. Blue dot = notes exist. Auto-saves to cloud.
Last Saved Indicator
Small timestamp in the stats bar showing "Saved 2:45 PM" with a green cloud icon. Updates after every auto-save (2-second debounce). Turns red with warning icon if a save fails. Both Planner and Review Manager.
Unsaved Changes Warning
If you type in any text field and try to close or navigate away, the browser shows "You have unsaved changes" confirmation dialog. Clears automatically after auto-save completes. Both Planner and Review Manager.
Configurator: Access & Admin
planner.htmlAdmin panel: click the shield icon () in the bottom-right corner.
Reset to Q4G Defaults
Restores all 70 sections to the original Q4G configuration.
Clone to New Cycle
Exports clean JSON with statuses, dates, and notes reset. Ready for the next planning cycle.
Manage Comments (Admin) NEW
Opens a modal showing ALL comments across ALL sections, grouped by section name. Each comment has an individual checkbox. "Select All" at the top. Shows comment author, text (truncated), source item (content item or action item), and timestamp. Click "Delete Selected" to remove only the checked comments. Sorts deletions by index (descending) so splice operations don't shift indices. Available in both Planner and Review Manager admin panels.
Configurator: Generate Tracker
planner.htmlNEWAuto-generate a fully functional status tracker from the current Configurator sections. One click creates a deployment-ready HTML.
All Sections as Trackable Items
Non-header sections become rows. Section headers become collapsible groups.
Pre-Populated Owners & ETAs
Owner names, L8s, and due dates carry over. EMAIL_MAP is auto-generated from PhoneTool data.
Cloud Sync Ready
Includes API endpoint and a unique DynamoDB key. Just deploy to S3 and create the API route.
All Standard Features
Status cycling, comments, export modal, Email Updates, activity log, hamburger sidebar, admin panel, stats dashboard.
Review Manager: Layout
review.htmlTwo-panel layout: left sidebar navigates sections, main panel shows the workspace. Open to the full Q4G access list.
Sections
Collapsible Sections
Header sections (e.g. "3. KEY FOCUS AREAS") have chevron arrows (▸/▾). Click to collapse ALL children, including grandchildren. Shows child count like "(8)". Collapsing a L1 header hides all L2 headers and L3 items beneath it. Search overrides collapsed state to show matches.
Scrollable Sidebar
The section navigator scrolls independently within the viewport. The page body stays fixed while the sidebar scrolls through all 70 sections. No more scrolling the entire page to find a section.
Overdue Indicators
Sections with overdue action items show a red dot + count badge (e.g. "🔴 2") next to the section name. Updates automatically when action item due dates or statuses change.
Action Items Summary Stats
New stats bar showing: Total AIs, Not Started, In Progress, Complete, Overdue (red), Total $ Impact. Updates in real time as action items are added, edited, or completed. Sits below the main section stats.
Review Manager: Content Items
review.htmlEach section can have multiple content items. Click cards below to flip and see how they map to the Word doc.
Review Manager: Narrative Versioning
review.htmlNEWWhen a Narrative is updated, the old text is saved as a legacy version. Click versions below to expand.
Restore Legacy Version
Click "Restore" — current text moves to legacy, and the restored version becomes current. No data is ever lost.
Compare Versions
Side-by-side diff view highlighting what changed between any two versions.
Cloud Persisted
All versions stored in DynamoDB. Accessible to any team member.
Only Current in Doc
Generated Word doc only includes the latest version. Legacy is for audit trail.
Review Manager: Action Items
review.htmlAction items track tasks with financial impact, deadlines, and accountability. Click status badges to cycle them.
| # | Action Item | Owner | $ Impact | Due | Follow-Up | Status |
|---|---|---|---|---|---|---|
| 1 | Update fuel with Sept EIA forecast | Dango Zhu | $73MM | Oct 1 | Cyclops Load | In Progress |
| 2 | Add Brent barrel price comparison table | Nik Sanginiti | - | Sep 25 | Doc Narrative | Not Started |
| 3 | Align with WW Ops fuel guidance | Muhammad Munim | - | Oct 3 | Email to Doug | Completed |
$ Impact
Free text for financial impact (e.g. "$73MM"). Shows in stats as total across all action items.
Follow-Up Mechanism
How the action gets resolved: "Cyclops Load", "Bifrost Bridge", "Email to Doug", etc.
Status Cycling
Not Started → In Progress → Completed
PhoneTool Autocomplete
Owner field searches 107 Ops Finance people by name or alias.
Quick-Add Floating Button NEW
Blue circular + button fixed at bottom-right. Core team only. Click to open a modal with section dropdown, all AI fields (title, owner, $ impact, due date, follow-up), and PhoneTool autocomplete on the Owner field. Saves to the selected section.
Action Items Dashboard NEW
Toggle "Action Items" button in the header to switch from Sections view to a consolidated table of ALL action items across ALL sections. Sortable columns (click headers). Filter pills: All, Not Started, In Progress, Completed, Overdue. Click any row to navigate to its section. Overdue rows highlighted red.
Add from Dashboard
"+ Add Action Item" button at the top of the Dashboard table. Opens the same quick-add modal. Dashboard auto-refreshes after adding. Core team only.
Email AI Owners NEW
Button in header opens a modal with checkboxes for all pending (non-completed) action items. "Select All" at top. Generates a mailto: link with owner emails from the PEOPLE array. Email body lists each owner's pending items with section, title, due date, and status.
Export All as Excel (.xlsx) NEW
Downloads an Excel workbook with 4 sheets: Sections (overview with counts), Action Items (all AIs with $ impact, due date, status), Content Items (all narratives/tables/data), and Comments (every comment with author + timestamp). Lazy-loads SheetJS. Falls back to CSV if library unavailable.
Export AIs (CSV)
Quick export of just action items as a CSV file. All action items across all sections in one flat table with section name, title, owner, impact, due, follow-up, status.
Auto-Generated E2E Document
review.htmlNEWThe E2E document assembles itself from content added in the Review Manager. Owners add their narratives, tables, and data to their sections, and the Planner's Generate DOCX fetches this content from DynamoDB to build the complete document. No one manually edits the Word doc.
| Content Type | Added In | Appears In Doc As |
|---|---|---|
| Narrative | Text area | Formatted paragraphs |
| Table | Image upload | Embedded image |
| Data | Image upload | Embedded image |
| Other | Reference notes | NOT included |
End-to-End Data Flow
Hover over flow boxes below for details. All data flows through DynamoDB.
Configurator
DynamoDB
Review Manager
Configurator
Generate Tracker
Deploy to S3
Review Manager
Regenerate Doc
E2E DOCX
CloudFront
| Tool | API Path | DynamoDB Key |
|---|---|---|
| Configurator | /planner | q4g-planner-{cycle} |
| Review Manager | /review-manager | q4g-review-{cycle} |
| Generated Tracker | /{tracker-name} | q4g-{cycle}-tracker-v1 |
| E2E Document | /regenerate-doc | S3: E2E-Doc.docx |
| E2E Doc Tracker | /tracker | q4g-e2e-2026 |
| OB+FC Action Items | /action-tracker | q4g-action-tracker-2026 |
| Udit-Directs | /udit-directs | q4g-udit-directs-2026 |
| Pre-Alpha Review | /prealpha | q4g-prealpha-2026 |
US Relay Managed Capacity is expected to increase 12% YoY to support SSD network expansion. Fixed costs per unit decline $0.02/u driven by volume leverage across 47 new sort centers commissioned in FY27.
[Content to be added for 3.1.2: Fuel Inflation]
FY27 Carrier Mix shifts 2.3pp toward 3P driven by favorable rate environments and expanded AMZL capacity in suburban zones. 3P rate per package declines $0.08/u...