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docs(tracing-allocations): add driver what-if (allocation_driver_scenario)#241

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docs/trace-allocations-driver-whatif
Jul 7, 2026
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docs(tracing-allocations): add driver what-if (allocation_driver_scenario)#241
simozzy merged 2 commits into
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docs/trace-allocations-driver-whatif

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@simozzy

@simozzy simozzy commented Jul 7, 2026

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What

Updates the Tracing Allocations guide to cover the new driver what-if capability (allocation_driver_scenario) and corrects a caution that's now out of date.

Why

The guide documented the value-change what-if (allocation_forward_impact) and the confidence/caveats honesty layer, but not the driver-reweight what-if that shipped since (sc-22833, refined by sc-22859). One caution still told users the agent declines a driver change — it no longer does; it reslices the split exactly.

Changes

  • What You Can Ask table: added the driver what-if row ("what if the Assembly cost centre's headcount driver rose by 10?" → allocation_driver_scenario).
  • Split the single what-if caution into two accurate notes:
    • Value-change what-ifs — proportional, split by each target's current share, additive across a fan-out.
    • Driver what-ifs — exact reslice of a fixed pool, gains/losses net to zero, and declined with the reason outside the exact domain (hierarchy-based/filtered/conditional allocations, member creation, emptied groups).
  • Removed the stale "the agent declines a driver change" line.
  • Added a Tips bullet distinguishing the two what-if kinds.

Matches the shipped tool behaviour (allocation_forward_impact = proportional/additive; allocation_driver_scenario = exact, conserving, declines outside single-stage allocation_split with a sum driver).

No release-notes entry yet — these are still Unreleased on the product side (not in a tagged tenant version).

🤖 Generated with Claude Code

…ario)

The allocation-tracing guide covered value-change what-ifs (forward_impact) but
not the new driver-reweight what-if (allocation_driver_scenario, sc-22833/22859),
and one caution still said the agent declines a driver change — it no longer does.

- Add the driver what-if to the What You Can Ask table.
- Split the what-if caution into value-change (proportional, additive) vs driver
  (exact reslice, nets to zero, declines outside its exact domain).
- Add a Tips bullet distinguishing the two.
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simozzy pushed a commit that referenced this pull request Jul 7, 2026
… notes

Complements #241 (which documents the allocation_driver_scenario driver what-if
in the Tracing Allocations guide). This adds the parts #241 doesn't:

- Tracing Allocations guide: a caution that a clean-looking whole-pool total can
  mislead — an offsetting churn (large ups and downs netting small) or a change
  that is mostly pass-through the driver never split (sc-22859, sc-22911).
- July 2026 release page: an Added bullet for the driver-reweight what-if and a
  Changed bullet for the two new confidence signals.
@simozzy simozzy merged commit 87caf40 into main Jul 7, 2026
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simozzy pushed a commit that referenced this pull request Jul 7, 2026
… notes

Complements #241 (which documents the allocation_driver_scenario driver what-if
in the Tracing Allocations guide). This adds the parts #241 doesn't:

- Tracing Allocations guide: a caution that a clean-looking whole-pool total can
  mislead — an offsetting churn (large ups and downs netting small) or a change
  that is mostly pass-through the driver never split (sc-22859, sc-22911).
- July 2026 release page: an Added bullet for the driver-reweight what-if and a
  Changed bullet for the two new confidence signals.
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