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Sales / WIN reports - #161

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jmgasper merged 9 commits into
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Sep 18, 2026
Merged

jmgasper merged 9 commits into
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@jmgasper jmgasper commented Sep 18, 2026 •

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jmgasper and others added 9 commits September 16, 2026 06:04
PM-6329 Add the authenticated WIN showcase report
PM-6343: Add Salesforce sales reporting for Sales and WIN
PM-6332 Blacklist tcwebservice to show up on skill stastics
Filtering the Sales report by Created Date or Close Date has to happen over
the whole received snapshot, because the endpoint paginates server-side and a
client only ever holds one page.

Adds dateColumn plus inclusive dateFrom/dateTo bounds, applied alongside the
existing search and column filters. Comparison uses each cell's underlying
Salesforce value rather than its localized label, so a datetime resolves to
the day the report displays; rows without a usable date are excluded rather
than counted. Bounds are validated as real calendar days, so 2026-02-30 and
non-leap 2027-02-29 are rejected.

Adds a summary block covering every matching row so metrics stay correct under
pagination: record count, per-column amount totals with currency agreement,
and category breakdowns such as pipeline stage. Totals round to cents to keep
floating-point artifacts out of displayed currency.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
PM-6364 Sales report date range filters and snapshot-wide summary
@jmgasper
jmgasper merged commit db36028 into master Sep 18, 2026
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2 participants