Skip to content

PM-6392 - #163

Merged
jmgasper merged 2 commits into
masterfrom
develop
Sep 22, 2026
Merged

jmgasper merged 2 commits into
masterfrom
develop

Conversation

@jmgasper

Copy link
Copy Markdown
Collaborator

No description provided.

jmgasper and others added 2 commits September 21, 2026 08:02
The redesigned Sales dashboard needs two things the report contract did not
provide:

- Every stage tile shows its Amount beside its Expected Revenue, so a bucket's
  single primary total is not enough. `summary.groups[].buckets[]` now carries
  an `amounts[]` entry per numeric column, in the same shape and order as
  `summary.amounts`. `total` and `amountColumnId` are unchanged for WIN.
- Clicking a stage must narrow the table while the breakdown it was clicked in
  stays on screen. `drilldownColumn`/`drilldownValue` match a column's displayed
  value exactly, ignoring case and surrounding whitespace, and are applied after
  aggregation: they narrow `rows`, `total` and `totalPages` but never `summary`.
  A drilldown therefore makes `summary.recordCount` larger than `total`.

Half a drilldown pair, or a column the report does not define, returns 400.
SALES.md documents both additions.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
PM-6392 Sales report: per-bucket amounts and a stage drilldown
@jmgasper
jmgasper merged commit 3f2b643 into master Sep 22, 2026
3 checks passed
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant