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Tweaks for sales reports - #2544

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jmgasper merged 4 commits into
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Oct 21, 2026
Merged

jmgasper merged 4 commits into
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Related JIRA Ticket:

https://topcoder.atlassian.net/browse/

What's in this PR?

jmgasper and others added 4 commits October 21, 2026 14:42
What was broken
Sales App users could select only one stage or column filter value, and could
not filter opportunities by numeric amount ranges.

Root cause
The UI stored one filter value and one selected stage, serialized scalar query
parameters, and provided no controls for numeric amount comparisons.

What was changed
Allow multiple stage tiles and OR column values. Add debounced greater-than and
less-than amount controls with range validation. Send repeated value parameters
to the Reports API, reset pagination on changes, preserve independent filters,
and document the controls and API-first rollout.

Any added/updated tests
Add UI and utility regressions for multiple selections, removing selections,
combined filters, amount validation, clearing, refresh and pagination resets.
Add request serialization coverage, including values containing commas.
All 66 Sales tests, lint and production build pass. The full UI suite has the
same 21 failing suites and 18 failed tests as the unchanged base branch;
2,921 tests pass, including all seven added tests.
PM-6639: Add multi-value and amount filters to Sales App
What was broken
In production, Highcharts labelled 500k-interval currency axes on the monthly dashboards as "1 000k" and "2 000k". The Sales README still said revenue stays pending until column IDs are configured, and it did not describe Closed Won's stage.

What was changed
Format y-axis ticks compactly in each chart's unit, for example $1.5M, -$30K, 40 or 12.5%. Update the README for the API's default revenue columns, the offering and account category revenue breakdowns, Closed Won counting Won - SOW Signed, and the per-run fiscal-year filter replacement.

Any added/updated tests
Added axis label cases for currency, negative, zero, count and percent values. All 146 Sales and Reports app tests pass. yarn lint and the production build pass; the build has only the existing warnings from other packages.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
PM-6632: Compact dashboard axis labels and document live revenue
@jmgasper
jmgasper requested a review from kkartunov as a code owner October 21, 2026 23:51
@jmgasper
jmgasper merged commit c7909a6 into master Oct 21, 2026
8 of 9 checks passed
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