PM-6740: Filter customer revenue by offering type

src/apps/sales/README.md

@@ -369,6 +369,20 @@ App Enhancement(s) 5 to Flexible Talent; populated values remain unchanged. A pe
 another report without column settings. See that repository's `SALES.md` for source
 definitions, settings and API parameters.
 
+### PM-6740 customer revenue by offering
+
+The Customer section's **Revenue offering type** selector offers ALL, AI Training,
+Crowd Powered Outcomes, Crowd Powered Innovation, Flexible Talent, TopGear and TaaS
+Ops. It combines with **Revenue account category** to select the corresponding
+`customerRevenueByOfferingType` matrix and optional account-category intersection.
+The API aggregates only matching revenue detail rows, including the two existing
+blank-offering corrections; TopGear includes TopGear Ops. ALL retains unknown
+and other offerings. Filters affect only Revenue Customer-Wise, require no new
+requests, and remain selected through refresh and Monthly/Quarterly changes.
+Unsupported source columns show an unavailable message; valid empty selections
+show no customer data. Deploy the reports-api-v6 change before the UI to enable
+these optional datasets.
+
 ### PM-6667 dashboard changes
 
 The Reports API removes Total Opportunity Size, returns Won - SOW Signed bookings

src/apps/sales/src/SalesDashboardsPage.spec.tsx

@@ -845,6 +845,106 @@ it('filters customer revenue by account category without changing revenue charts
         .toHaveBeenCalledTimes(7)
 })
 
+it('combines customer revenue filters and preserves selections across refresh', async () => {
+    const ai: MonthlySalesChart = {
+        ...customerPayments,
+        months: [
+            { month: '2026-04-01', values: { anz: 30, metro: 10, rebel: 20 } },
+            { month: '2026-05-01', values: { anz: 0, metro: -2, rebel: 0 } },
+        ],
+    }
+    const external: MonthlySalesChart = {
+        ...ai,
+        months: [
+            { month: '2026-04-01', values: { metro: 5 } },
+            { month: '2026-05-01', values: { metro: -2 } },
+        ],
+        series: [ai.series[0]],
+    }
+    fetchDashboard.mockImplementation(async section => ({
+        charts: [],
+        customerPayments,
+        notices: [],
+        ...(section === 'revenue' ? {
+            customerRevenue: customerPayments,
+            customerRevenueByAccountCategory: { 'External Revenue': customerPayments },
+            customerRevenueByOfferingType: {
+                'AI Training': {
+                    customerRevenue: ai,
+                    customerRevenueByAccountCategory: { 'External Revenue': external },
+                },
+                'TaaS Ops': {
+                    customerRevenue: { ...ai, series: [] },
+                },
+            },
+        } : {}),
+    }))
+    render(<SalesDashboardsPage portal='sales' />)
+    await screen.findByRole('table', { name: 'Revenue Customer-Wise (USD)' })
+    const offering = screen.getByRole('combobox', { name: 'Revenue offering type' })
+    const account = screen.getByRole('combobox', { name: 'Revenue account category' })
+    const table = (): ReturnType<typeof within> => within(screen.getByRole('table', {
+        name: 'Revenue Customer-Wise (USD)',
+    }))
+    expect(within(offering)
+        .getAllByRole('option')
+        .map(option => option.textContent))
+        .toEqual(['ALL', 'AI Training', 'Crowd Powered Outcomes', 'Crowd Powered Innovation',
+            'Flexible Talent', 'TopGear', 'TaaS Ops'])
+    expect(offering)
+        .toHaveValue('')
+    fireEvent.change(offering, { target: { value: 'AI Training' } })
+    expect(table()
+        .getAllByRole('rowheader'))
+        .toHaveLength(4)
+    expect(table()
+        .getByRole('row', { name: /^Total/ }))
+        .toHaveTextContent('Total$58.00$60.00-$2.00')
+    fireEvent.change(account, { target: { value: 'External Revenue' } })
+    expect(table()
+        .getAllByRole('rowheader'))
+        .toHaveLength(2)
+    expect(table()
+        .getByRole('row', { name: /^Metro/ }))
+        .toHaveTextContent('Metro$3.00$5.00-$2.00')
+    fireEvent.click(screen.getByRole('button', { name: 'Quarterly' }))
+    expect(table()
+        .getByRole('row', { name: /^Total/ }))
+        .toHaveTextContent('Total$3.00$3.00')
+    expect(within(screen.getByRole('table', { name: 'Goods Sold Customer-Wise (USD)' }))
+        .getByRole('row', { name: /^Metro/ }))
+        .toHaveTextContent('Metro$8,500.00$8,500.00')
+    expect(fetchDashboard)
+        .toHaveBeenCalledTimes(7)
+    fireEvent.click(screen.getByRole('button', { name: 'Refresh data' }))
+    await screen.findByRole('table', { name: 'Revenue Customer-Wise (USD)' })
+    expect(offering)
+        .toHaveValue('AI Training')
+    expect(account)
+        .toHaveValue('External Revenue')
+    expect(table()
+        .getByRole('row', { name: /^Total/ }))
+        .toHaveTextContent('Total$3.00$3.00')
+    fireEvent.change(offering, { target: { value: '' } })
+    expect(table()
+        .getAllByRole('rowheader'))
+        .toHaveLength(4)
+    fireEvent.change(account, { target: { value: '' } })
+    fireEvent.change(offering, { target: { value: 'TaaS Ops' } })
+    expect(screen.getByText('No customer data in this fiscal year.'))
+        .toBeInTheDocument()
+    fireEvent.change(offering, { target: { value: 'TopGear' } })
+    expect(screen.getByText('Revenue offering type details are unavailable for this source.'))
+        .toBeInTheDocument()
+    expect(screen.queryByRole('table', { name: 'Revenue Customer-Wise (USD)' })).not.toBeInTheDocument()
+    fireEvent.change(offering, { target: { value: '' } })
+    expect(table()
+        .getAllByRole('rowheader'))
+        .toHaveLength(4)
+    expect(fetchDashboard)
+        .toHaveBeenCalledTimes(14)
+})
+
 it('headlines quarterly data using the current fiscal quarter and the previous quarter comparison', () => {
     const chart = { ...response.charts[0],
         months: [

src/apps/sales/src/SalesDashboardsPage.tsx

@@ -6,9 +6,11 @@ import { Button, LoadingSpinner, PageTitle } from '~/libs/ui'
 
 import {
     SalesAccountCategory,
+    SalesCustomerRevenue,
     SalesDashboardGroupBy,
     SalesDashboardPeriod,
     SalesDashboardPortal,
+    SalesRevenueOfferingType,
 } from './sales-dashboard.service'
 import { salesFiscalYearLabel, salesFiscalYearPeriod } from './sales-fiscal-year'
 import { SalesDashboardSource, useSalesDashboard } from './useSalesDashboard'
@@ -89,11 +91,14 @@ const MeasureToggle: FC<{
  */
 const CustomerDashboard: FC<{
     source: SalesDashboardSource; field: 'customerRevenue' | 'customerPayments'; title: string
-    period: SalesDashboardPeriod; accountCategory?: SalesAccountCategory
+    period: SalesDashboardPeriod; accountCategory?: SalesAccountCategory; offeringType?: SalesRevenueOfferingType
 }> = props => {
-    const data = props.accountCategory
-        ? props.source.data?.customerRevenueByAccountCategory?.[props.accountCategory]
-        : props.source.data?.[props.field]
+    const revenueScope: SalesCustomerRevenue | undefined = props.offeringType
+        ? props.source.data?.customerRevenueByOfferingType?.[props.offeringType]
+        : props.source.data
+    const data = props.field === 'customerPayments' ? props.source.data?.customerPayments
+        : props.accountCategory ? revenueScope?.customerRevenueByAccountCategory?.[props.accountCategory]
+            : revenueScope?.customerRevenue
     if (data) {
         return (
             <SalesCustomerTable
@@ -111,9 +116,11 @@ const CustomerDashboard: FC<{
             <SourceContent source={props.source} title={props.title}>
                 {props.source.data?.notices.map(notice => <p key={notice} role='status'>{notice}</p>)}
                 <p>
-                    {props.accountCategory
-                        ? 'Revenue account category details are unavailable for this source.'
-                        : 'Customer details are unavailable for this source.'}
+                    {props.offeringType && !revenueScope
+                        ? 'Revenue offering type details are unavailable for this source.'
+                        : props.accountCategory
+                            ? 'Revenue account category details are unavailable for this source.'
+                            : 'Customer details are unavailable for this source.'}
                 </p>
             </SourceContent>
         </article>
@@ -139,6 +146,7 @@ const SalesDashboardsPage: FC<{ portal?: SalesDashboardPortal }> = props => {
     const [taasMeasure, setTaasMeasure] = useState('Amount')
     const [period, setPeriod] = useState<SalesDashboardPeriod>('Monthly')
     const [accountCategory, setAccountCategory] = useState<SalesAccountCategory | ''>('')
+    const [offeringType, setOfferingType] = useState<SalesRevenueOfferingType | ''>('')
     const bookings = useSalesDashboard('bookings', portal, dateBasis, refreshKey, wonGroup)
     const pipeline = useSalesDashboard('pipeline', portal, dateBasis, refreshKey, pipelineGroup)
     const revenue = useSalesDashboard('revenue', portal, dateBasis, refreshKey, revenueGroup)
@@ -264,6 +272,21 @@ const SalesDashboardsPage: FC<{ portal?: SalesDashboardPortal }> = props => {
             <section aria-labelledby='monthly-customer' className={styles.section}>
                 <h2 id='monthly-customer'>Customer</h2>
                 <div className={styles.filters}>
+                    <label>
+                        Revenue offering type
+                        <select
+                            value={offeringType}
+                            onChange={event => setOfferingType(event.target.value as SalesRevenueOfferingType | '')}
+                        >
+                            <option value=''>ALL</option>
+                            {[
+                                'AI Training', 'Crowd Powered Outcomes', 'Crowd Powered Innovation',
+                                'Flexible Talent', 'TopGear', 'TaaS Ops',
+                            ].map(offering => (
+                                <option key={offering} value={offering}>{offering}</option>
+                            ))}
+                        </select>
+                    </label>
                     <label>
                         Revenue account category
                         <select
@@ -283,6 +306,7 @@ const SalesDashboardsPage: FC<{ portal?: SalesDashboardPortal }> = props => {
                     title='Revenue Customer-Wise'
                     period={period}
                     accountCategory={accountCategory || undefined}
+                    offeringType={offeringType || undefined}
                 />
                 <CustomerDashboard
                     source={payments}

src/apps/sales/src/sales-dashboard.service.ts

@@ -8,6 +8,8 @@ export type SalesDashboardSection =
 export type SalesDashboardPortal = 'reports' | 'sales'
 export type SalesDashboardPeriod = 'Monthly' | 'Quarterly'
 export type SalesAccountCategory = 'External Revenue' | 'Through Wipro' | 'Wipro Internal'
+export type SalesRevenueOfferingType =
+    'AI Training' | 'Crowd Powered Outcomes' | 'Crowd Powered Innovation' | 'Flexible Talent' | 'TopGear' | 'TaaS Ops'
 
 /** Dimension whose categories become chart series and monthly table columns. */
 export type SalesDashboardGroupBy = 'offeringType' | 'dealCategory' | 'customerType' | 'stage' | 'fyClosure'
@@ -26,14 +28,19 @@ export interface MonthlySalesChart {
     annual?: Record<string, number | null>
 }
 
-export interface SalesDashboardResponse {
+export interface SalesCustomerRevenue {
+    /** Every customer from the revenue report, without grouping smaller customers into Other. */
+    customerRevenue?: MonthlySalesChart
+    customerRevenueByAccountCategory?: Partial<Record<SalesAccountCategory, MonthlySalesChart>>
+}
+
+export interface SalesDashboardResponse extends SalesCustomerRevenue {
     charts: MonthlySalesChart[]
     notices: string[]
     /** Every customer before top-five/Other grouping, used for the monthly payments matrix. */
     customerPayments?: MonthlySalesChart
-    /** Every customer from the revenue report, without grouping smaller customers into Other. */
-    customerRevenue?: MonthlySalesChart
-    customerRevenueByAccountCategory?: Partial<Record<SalesAccountCategory, MonthlySalesChart>>
+    /** Offering-scoped matrices, with account-category intersections calculated from revenue detail rows. */
+    customerRevenueByOfferingType?: Partial<Record<SalesRevenueOfferingType, SalesCustomerRevenue>>
 }
 
 /**