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Update sales fiscal-year titles, date defaults and customer totals - #2569

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jmgasper merged 1 commit into
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sales-dashboard-followups-master
Oct 27, 2026
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jmgasper merged 1 commit into
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sales-dashboard-followups-master

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Show the financial year in Sales page and browser titles (for example, Sales - FY '27), using the existing April–March UTC convention. Applied date ranges update the pipeline title, and monthly dashboards use the months being displayed.

Default the Date range filter to Close Date/Closed Date, including when cleared, and move the Total row immediately below the Customer/month headers in both Goods Sold Customer-Wise and Revenue Customer-Wise.

The revenue customer-column fix is in reports-api-v6 #192.

Validation: full yarn lint, LOGICAL_ENV=prod yarn run build, and all Sales tests (110 tests) pass. Coverage includes fiscal-year rollover and viewed bounds, close-date selection and query behavior, and the order and totals of both customer tables.

@jmgasper
jmgasper requested a review from kkartunov as a code owner October 27, 2026 20:37
@jmgasper
jmgasper merged commit 2ca8953 into master Oct 27, 2026
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