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Troubleshooting

Use this page when orchestration fails, charts stay empty, or users cannot access Financial Planner. Start with the symptom table, then follow the detailed sections.

Symptom → fix quick table

Symptom	Likely cause	What to do
Financial Planner app missing	App not assigned	Assign `FinPlan_User` and add Financial Planner app to profile or permission set
Cannot create or edit plan inputs	CRUD/FLS gap	Verify object and field permissions on finplanner__ objects; check sharing on Financial Plan
Run Calculation does nothing	Run already in flight or validation failure	Check orchestration status; wait for terminal state; review Run History
Status stuck on Processing	Queueable backlog or governor limit	Check Apex jobs; retry run; contact admin if org-wide async delays
Status Failed	Calculation or persistence error	Open Run History; review FinPlan_Admin diagnostics if available
Charts empty but status Ready	FLS on projection objects or stale wire cache	Confirm read access to projection objects; hard refresh browser
Plan shows Out of Date	Inputs changed after last run	Click Run Calculation on Plan Preferences
Monte Carlo never completes	Separate async path blocked	Ensure baseline orchestration succeeded; check Monte Carlo job queue
Export fails	Missing read access or data volume	Verify FLS on all child objects; retry; check browser console for user-safe error text
Wrong currency formatting	Display Currency unset	Set Display Currency in Plan Preferences → System Settings
Status Status_Unavailable	Orch status read failure	Verify read access to Financial Plan record—not the same as Not Started
Health panel shows underfunded purchase	Linked-account funding shortfall	Increase source account balance or adjust real-estate purchase timing
Partial money movement warning	Transfer/conversion/mortgage payoff underfunded	Fix source accounts on Money Flows or Real Estate pages
Duplicate run blocked	`isServerInFlight` (Submitted, Processing, DTO_Ready)	Wait for Ready, Failed, or Out of Date before re-enqueueing
Input pages empty but status Ready	FLS on input objects	Grant read/edit on finplanner__ input objects via FinPlan_User

Health panel issue catalog: see Reading Insights → Plan health panel.

Financial Planner surfaces user-safe error, warning, info, and empty states rather than raw Apex messages in the main UI.

Orchestration failures

Note the orchestration status and detail message on Plan Preferences.
Open Run History for the plan.
Confirm required inputs exist (plan owner, account, income or expense minimum).
Retry Run Calculation after correcting inputs.
Administrators: inspect queueable jobs and packaged diagnostic utilities (FinPlan_Admin).

Subscriber-facing Apex returns user-safe error messages—full stack traces are not shown in LWCs. Admins should use Salesforce debug logs with appropriate log levels, avoiding projection payload dumps.

Chart refresh issues

Projection charts refresh on orchestration completion signals (DTO_Ready and Failed), not on arbitrary timers. If charts lag:

Wait for Ready or reviewable DTO_Ready state
Navigate away and back to the Insight page
Confirm the plan is not Out of Date

Platform Cache (admin)

Orchestration may use Platform Cache as an acceleration layer. Subscriber orgs without usable cache should still succeed via fallbacks. If admins suspect cache issues, see Orchestration Internals—do not treat cache as required storage.

Getting help

Review Quick Reference for status values and key objects
Export the plan CSV before destructive troubleshooting
Contact Stratus Cloud Solutions support with org ID, plan ID, and Run History timestamps