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The deal browser

The deal browser ("Agreement Browser" in the sidebar, /psa/browser) is the searchable, filterable table of all deals (agreements/PSAs) the viewer is allowed to see. It is the main way to find a deal, check its status and validation state, and — with the right roles — review rebate figures across deals and export them. The same table is embedded on the CMT screen twice, pre-filtered to deals needing validation and deals in negotiation.

Filters and controls

  • Free-text search over the table.
  • Current toggle — limits to deals active now (default on, with status defaulting to Confirmed).
  • Display by element — pick one term of the site's template deal (e.g. a specific rebate line); the table then adds columns showing that element's type and value per deal. The element list itself is filtered by element permissions, so users are not offered terms they cannot see.
  • Negotiator, Administrator, Category dropdowns.
  • Status — Confirmed / With supplier / With administrator / With negotiator / Unconfirmed (the deal statuses described in Editing deal core details).
  • Validation — Validated / Unvalidated / Needs validation.
  • Calculation — full / partial / none.
  • Advanced date filtering — deal start/end before/after, with quick presets.
  • Show rebates switch and the Download (Excel) button — both only for admin or principal contact roles. The export re-runs the search capped at 2,000 rows; larger result sets are silently truncated.

Table columns include name (linking to the deal), supplier, period, negotiator/administrator, optional element and rebate columns, a Validate shortcut on deals that are pending validation and have simulation data, and a calculation-status icon column visible only to superusers.

How permissions shape the results

Two layers, both server-side:

  1. Deal-level — the search query carries the viewer's permission filter, so deals the user cannot view are absent from results, counts, and exports.
  2. Element-level — when browsing by element, each deal's element value is checked against the element's permissions (any/must/mustnot roles, superusers bypass); a term the viewer cannot see shows "No permissions" as its value instead of the content.

The supplier "Your agreements" list

A related but separate surface: supplier-facing dashboards can embed a "Your agreements" table (shown to users with the supplier role and not member) listing that supplier company's own deals with status badges, period, turnover and rebate-payment contacts, and an Edit figures shortcut to turnover submission. It uses the same permission-filtered deals search restricted to the supplier's company.

Why does the deal browser change unexpectedly

  • A deal is missing — the Current toggle is on (default) and the deal is outside its period or not Confirmed; or the viewer lacks view permission on it (results differ per user by design).
  • An element value reads "No permissions" — the term's element permissions exclude the viewer; the deal itself is still visible.
  • The Validate button appeared on a row — the deal moved to pending validation and a simulation exists for it.
  • Rebate columns vanished — the Show rebates switch is off or the viewer lacks the admin/principal contact role.
  • An export has fewer rows than the table count — exports cap at 2,000 rows.

What the deal browser is not

  • Not the deal dashboard or full deal view — it lists deals; click through for detail.
  • Not the supplier's deal list — that is the dashboard widget above, scoped to one company.
  • Not a rebate report — rebate columns are indicative; calculated earnings live on each deal's rebates view.