Sales Dashboard

Backlog field	Value
Story ID	AP-SAL-009
Epic	Sales
Story type	Business workflow
Review status	Draft - business analyst and business owner review required
Source evidence	AppsPortal.Apis controller, application command/query handlers, validators, domain entities, and matching MFE workflow where available
Last source review	2026-07-10

User story

As sales managers, I want to monitor sales values, activity, and document statuses so that performance and unfinished work are visible.

Acceptance criteria

1. Only authorized users can view or execute the feature's actions.
2. Required business data, active dependencies, tenant/branch scope, and current document state are validated.
3. Invalid requests return actionable validation errors without applying a partial change.
4. Search, list, view, print, and export operations use the same authorized business scope.
5. Material create, edit, status, approval, posting, reversal, and integration actions are auditable where applicable.
6. Financial or stock effects are applied atomically and no more than once.

Business rules

Required

Authorized company/branch and accessible Sales module are required.

Optional or conditional

Date/status ranges and widget limits are optional.

Action behavior

Widgets are read-only summaries/navigation and create no transaction.

Blocking rule or downstream effect

Totals must match Sales reports for the same filters and status rules.

Frontend page coverage

The following UI coverage is sourced from the pulled MFE route configuration. A Module-level supporting artifact mapping is evidence of a reachable screen, but requires BA confirmation that it belongs to this story rather than a more specific feature story.

Route/page	Component	Mode	Route permission/guard	Mapping confidence	Source
(module default)	DashboardComponent	Dashboard	No route-level permission/guard found in source window	Feature token match	apps/sales/src/app/remote-entry/dashboard/dashboard.module.ts:10

Observed frontend fields and validation

Component	Control	Observed frontend rule	Component source
-	-	No reactive formControlName controls were found for the routed components; review template-driven/shared child components.	Route sources above

Observed frontend actions

Component	Click action/handler	Business review requirement	Component source
-	-	No direct (click) handler was found; review shared toolbar/table commands and form submission bindings.	Route sources above

Page-specific frontend acceptance criteria

1. (module default) - Dashboard: Load authorized summary values consistently with source reports, support exposed date/branch filters, and handle empty/error states. Security observed: No route-level permission/guard found in source window