Clearer sales log views, profile targets, and notification attention
Sales Log date-basis clarity, detailed exports, profile target editing, attention items in notifications, and smaller reliability fixes.
Changes & improvements
This patch is a collection of practical dealership-workflow polish: clearer Sales Log context, better exports, profile targets in the team grid, and a notification panel that surfaces work needing attention.
Sales Log is clearer about what you are looking at
The Sales Log header now explains the active date basis in plain language, including how carry-over and unscheduled deals fit into the current view.
There is also a fuller help dialog for date basis rules. It explains when to use estimated delivery date, deal date, invoice date, carry-over rows, and unscheduled deals, so managers can tell whether they are looking at operational delivery work or accounting-style profit timing.
The search control beside Filter is now always visible as a real input. It still searches within the current filtered view, but it no longer hides behind a small icon.
Detailed Excel export
Sales Log export now has a Detailed Excel option. It keeps the visible view structure instead of flattening everything into one plain sheet:
- Carry-over, current-view, and unscheduled sections are separated.
- Grouped Sales Log views export with matching group banners.
- Carry-over and unscheduled rows receive distinct styling so they are easier to read.
- Custom-field columns are read correctly during export.
Team targets can edit profile goals
The team targets grid can now switch between Units and Profiles.
Managers can set profile targets by salesperson and sales channel, while still keeping unit targets in the same screen. Profile target editing only appears for channels configured for new-vehicle profiling.
Profile progress now counts vehicles by profiled_at, not by deal date, so monthly profile numbers line up with when the work actually happened.
Notifications include attention items
The notification panel now includes a Needs attention feed for active workflow items. The All view combines those attention items with the latest normal notifications.
The bell panel also has a refresh button, clearer filter labels, and keeps chat unread counts separate from notification-panel unread counts.
Smaller fixes
- Board item detail drawers now show a clear timeout/error message if details or attachment URLs fail to load.
- Sales Log alert highlighting reuses precomputed rule context for smoother table rendering.
- Vercel deploys now ignore local agent folders, cache folders, test output, build output, and
node_modules.