Sub-partner monthly breakdown

CT partner portal · four options, all in the portal's existing design system · Sep 2026

Context: affiliate managers (e.g. Alex) can see their own commission but not what they owe each sub-partner per month. Numbers shown are the real Aug 2026 figures (per-sub override values in Variant C are derived rate-share estimates). Jira: [PARTNER-PORTAL] Show affiliate managers a monthly breakdown of sub-partner statements. DECISION (15 Sep): Variant B chosen and implemented — 4 files, +90 LOC, no new JS. A/A2/C kept below for reference.
Variant A2

Refined in-row expansion

Variant A, sharpened after review. Every month row carries a muted line with its sub-partner count and the month's total transfer — so the key number is visible without opening anything. The expanded panel leads with a three-figure strip (You keep / Sub-partners / We transfer), then the itemised sub rows, plus a per-month CSV of the split.

  • Collapsed rows no longer hide the transfer total — A's main weakness
  • Headline strip reuses the portal's existing chart-stats idiom
  • "Download split – CSV" per month, for sending each sub their figure
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Variant A2 screenshot
Variant A

Expand inside Monthly statements

The breakdown lives inside each month's row on the Payouts page — a chevron on months with sub-partner activity opens the split in place.

  • Zero new navigation — the answer is where the question arises
  • Historic months browsable one by one
  • Needs a small row-expansion interaction (Turbo/Stimulus toggle)
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Variant A screenshot
Variant B

Dedicated card + month picker Chosen — being built

A separate "Sub-partner breakdown" card under Monthly statements, with a month select and its own CSV download.

  • Always visible — no interaction needed to find it
  • Month picker + per-month CSV maps 1:1 to how Alex actually pays his subs
  • Simplest build: one scoped statements query, no expansion state
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Variant B screenshot
Variant C

Dashboard period filter

The existing Sub-partners table gains an All time / month segmented filter, plus a group-total row and transfer summary.

  • Extends a table managers already use daily
  • Only variant that shows the manager's override PER SUB (green column — derived figures, labelled)
  • More scope: per-sub override needs a new query shape, not just statements
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Variant C screenshot