NABU-1538: clarify Spend vs Supplier Analysis minimum-spend filter#1835
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TedBaileyCodat merged 6 commits intoMay 27, 2026
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The Annual Supplier Minimum Spend threshold only filters the Supplier Analysis tab — Spend Analysis tab totals are calculated across all suppliers. Add a note and tighten the Customer-tab row to set the right expectation when the threshold is non-zero. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Shorten the *Excludes suppliers with annual spend below* row so prettier's markdown table check stays green; the detailed Spend vs Supplier divergence already lives in the :::note added under the Spend Analysis tab. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Rephrase the Insight cell to active voice ("The Supplier Analysis tab
omits suppliers below this threshold")
- Rewrite the :::note to drop passive voice, the "is not"/"non-zero"
constructions, the spaced em-dash, and "will" — keeping the same
meaning
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Tim-Hoare
approved these changes
May 27, 2026
btownsendio
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May 27, 2026
pmckinney-codat
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May 27, 2026
…sis-minimum-spend-glossary
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Link check results for preview deployment (https://codat-docs-git-NABU-1538-spend-analysis-minimum-spend-glossary-codat.vercel.app): |
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Summary
:::noteunder the Spend Analysis tab section makes the divergence explicit: when the threshold is non-zero, Spend Analysis Overall totals will exceed the sum of Supplier Analysis supplier rows.Pairs with the glossary update in
reports-generation(NABU-1538-spend-analysis-minimum-spend-glossary).Context
NABU-1538 — Amex (Peacocks) flagged a totals mismatch between the two sheets. Root cause:
AnnualSupplierMinimumSpendis applied to Supplier Analysis only. Decision was to document the behaviour rather than change the report.Test plan
npm run format:mdx:checkagainstdocs/spend-insights/reports/spend-analysis.md(Prettier was not run locally — no node_modules)npm run buildto confirm Docusaurus renders the new:::noteadmonition