The full deal view¶
The full deal view is the Detail tab of a deal (/psa?psaID=… →
Detail): the complete agreement rendered as a print-styled document —
cover page, contacts, terms by section, and signatures. For users with
edit rights it is also the primary editing surface: fields and terms are
editable in place and save automatically (the autosave model described in
Editing deal core details).
What it shows¶
Cover page — supplier logo and details; the four supplier contacts
(figures, finance, marketing, main) and the member-side negotiator and
administrator; deal categories; product range; agreement period; deal
type; participation summary. Some rows are role-gated: Invoice terms
shows only to superusers, Price lists to supplier users, and
Turnover figures to figures-role users.
Table of contents and sections — an accordion of the deal's sections;
each element within a section is listed and rendered only if the viewer
passes its element permissions (the same any/must/mustnot model
as elsewhere). Rebate elements render their configuration and, for
stepped rebates, the step-band table; general and rich-text terms render
their content; yes/no terms render a check or cross.
Signatures page — the digital sign-off table when the deal uses digital sign-off, otherwise manual signed-by fields.
With edit rights, every part is editable inline — element add/clone/
delete/reorder, section management, and the Advanced per-element editor
dialogs (Editing deal content). A PDF
download of the same document is available from the deal action menu; the
PDF applies element permissions server-side and additionally requires the
rebates role for rebate sections.
The changelog¶
The deal action menu offers a Changelog: every autosave that actually changed something records who made it, when, and a computed diff — both core-field changes ("Period to: 2026-06-30 → 2027-06-30") and "Terms" changes recursed through sections and elements. Revisions are stored as a history record per save plus a JSON snapshot of the deal before and after; the diff is computed when the changelog is opened, and saves that produced no visible difference are hidden.
Related tabs¶
- Feed — the deal's audit-log timeline (views, edits, downloads), most recent 25 events, filterable.
- Notes — a comment thread. The tab appears only on sites with deal notes enabled, and it is wired to the supplier company, not the deal: the same notes appear on every deal with that supplier. Commenters can @-mention users (who get subscribed) and subscribers are notified of new comments. Sign-off rejection comments are a separate stream and do not appear here.
- Files — documents related to the deal.
Why does the full deal view change unexpectedly¶
- A term appeared/disappeared for a user — element permissions or the viewer's roles changed; every element is permission-checked at render.
- Content changed with no one "saving" — someone else had the deal open; edits autosave every two seconds. Check the changelog for who and what.
- The document differs from the PDF — the PDF additionally hides
elements not flagged Show on PDF and requires the
rebatesrole for rebate sections; the on-screen view uses view permissions only. - Sign-off section switched format — the deal's sign-off method changed between digital and manual.
What the full deal view is not¶
- Not the deal dashboard — that is a summary landing view; this is the whole agreement.
- Not a separate "edit mode" — there is no distinct edit screen; edit affordances appear in place for users with edit rights.
- Not the changelog's storage — revisions are snapshots taken on save; the changelog cannot show changes made before history recording, nor restore a version (no restore action exists in this view).