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PM-6740: Filter customer revenue by offering type - #2613

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jmgasper merged 1 commit into
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feat/pm-6740-customer-offering-revenue
Nov 10, 2026
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jmgasper merged 1 commit into
devfrom
feat/pm-6740-customer-offering-revenue

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@jmgasper

@jmgasper jmgasper commented Nov 10, 2026 •

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Adds a Revenue offering type selector to the Customer section for PM-6740. Users can select AI Training, Crowd Powered Outcomes, Crowd Powered Innovation, Flexible Talent, TopGear, or TaaS Ops and combine that selection with Revenue account category to see matching customers and recognized revenue.

Uses the API's offering-scoped customer matrices, including the existing blank-offering corrections and TopGear Ops mapping. Filters update Revenue Customer-Wise without new requests or changes to revenue charts or Goods Sold. ALL restores the full dataset. Monthly/quarterly totals and selections survive refresh; missing and empty source data have explicit states. The shared dashboard component exposes the control in both Sales and Reports.

Requires reports-api-v6 #211; deploy the API first.

Validation: 68 focused dashboard tests passed, including combined filters, customer totals, quarterly totals, refresh persistence, unchanged goods sold, and missing/empty selections. ESLint on changed TypeScript files and the full TypeScript check (tsc --noEmit) passed after syncing the existing lockfile dependencies.

@jmgasper
jmgasper requested a review from kkartunov as a code owner November 10, 2026 21:42
@jmgasper
jmgasper merged commit 3ee33cc into dev Nov 10, 2026
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