feat: named registers, X/Z reports, daily rollup, fix drawerSessionId

Registers:
- New register table with location association
- CRUD service + API routes (POST/GET/PATCH/DELETE /registers)
- Drawer sessions now link to a register via registerId
- Register ID persisted in localStorage per device

X/Z Reports:
- ReportService with getDrawerReport() (X or Z depending on session state)
- Z report auto-displayed on drawer close in the drawer dialog
- X report (Current Shift Report) button on open drawer view
- Report shows: sales summary, payment breakdown, discounts, cash accountability, adjustments

Daily Rollup:
- ReportService.getDailyReport() aggregates all sessions at a location for a date
- New /reports/daily endpoint with locationId + date params
- Frontend daily report page with date picker, location selector, session breakdown

Critical Fix:
- drawerSessionId is now populated on transactions when completing (was never set before)
- This enables accurate per-drawer reporting and cash accountability

Migration 0044: register table, drawer_session.register_id column

Tests: 14 new (register CRUD, drawer report X/Z, drawerSessionId population, daily rollup, register-drawer link)
Full suite: 367 passed

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
ryan
2026-04-05 02:21:55 +00:00
parent be8cc0ad8b
commit 7d9aeaf188
17 changed files with 1062 additions and 6 deletions

View File

@@ -88,6 +88,15 @@ export interface Product {
isActive: boolean isActive: boolean
} }
export interface Register {
id: string
locationId: string
name: string
isActive: boolean
createdAt: string
updatedAt: string
}
// --- Query Keys --- // --- Query Keys ---
export interface DrawerAdjustment { export interface DrawerAdjustment {
@@ -104,6 +113,9 @@ export const posKeys = {
transaction: (id: string) => ['pos', 'transaction', id] as const, transaction: (id: string) => ['pos', 'transaction', id] as const,
drawer: (locationId: string) => ['pos', 'drawer', locationId] as const, drawer: (locationId: string) => ['pos', 'drawer', locationId] as const,
drawerAdjustments: (id: string) => ['pos', 'drawer-adjustments', id] as const, drawerAdjustments: (id: string) => ['pos', 'drawer-adjustments', id] as const,
drawerReport: (id: string) => ['pos', 'drawer-report', id] as const,
dailyReport: (locationId: string, date: string) => ['pos', 'daily-report', locationId, date] as const,
registers: (locationId: string) => ['pos', 'registers', locationId] as const,
products: (search: string) => ['pos', 'products', search] as const, products: (search: string) => ['pos', 'products', search] as const,
discounts: ['pos', 'discounts'] as const, discounts: ['pos', 'discounts'] as const,
} }
@@ -148,6 +160,30 @@ export function discountListOptions() {
}) })
} }
export function registerListOptions(locationId: string | null) {
return queryOptions({
queryKey: posKeys.registers(locationId ?? ''),
queryFn: () => api.get<{ data: Register[] }>('/v1/registers/all', { locationId }),
enabled: !!locationId,
})
}
export function drawerReportOptions(drawerSessionId: string | null) {
return queryOptions({
queryKey: posKeys.drawerReport(drawerSessionId ?? ''),
queryFn: () => api.get<any>(`/v1/reports/drawer/${drawerSessionId}`),
enabled: !!drawerSessionId,
})
}
export function dailyReportOptions(locationId: string | null, date: string) {
return queryOptions({
queryKey: posKeys.dailyReport(locationId ?? '', date),
queryFn: () => api.get<any>('/v1/reports/daily', { locationId, date }),
enabled: !!locationId && !!date,
})
}
// --- Mutations --- // --- Mutations ---
export const posMutations = { export const posMutations = {
@@ -169,7 +205,7 @@ export const posMutations = {
void: (txnId: string) => void: (txnId: string) =>
api.post<Transaction>(`/v1/transactions/${txnId}/void`, {}), api.post<Transaction>(`/v1/transactions/${txnId}/void`, {}),
openDrawer: (data: { locationId?: string; openingBalance: number }) => openDrawer: (data: { locationId?: string; registerId?: string; openingBalance: number }) =>
api.post<DrawerSession>('/v1/drawer/open', data), api.post<DrawerSession>('/v1/drawer/open', data),
closeDrawer: (id: string, data: { closingBalance: number; denominations?: Record<string, number>; notes?: string }) => closeDrawer: (id: string, data: { closingBalance: number; denominations?: Record<string, number>; notes?: string }) =>

View File

@@ -1,7 +1,7 @@
import { useState } from 'react' import { useState } from 'react'
import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query' import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
import { usePOSStore } from '@/stores/pos.store' import { usePOSStore } from '@/stores/pos.store'
import { posMutations, posKeys, type DrawerSession } from '@/api/pos' import { posMutations, posKeys, drawerReportOptions, type DrawerSession } from '@/api/pos'
import { Dialog, DialogContent, DialogHeader, DialogTitle } from '@/components/ui/dialog' import { Dialog, DialogContent, DialogHeader, DialogTitle } from '@/components/ui/dialog'
import { Button } from '@/components/ui/button' import { Button } from '@/components/ui/button'
import { Input } from '@/components/ui/input' import { Input } from '@/components/ui/input'
@@ -20,7 +20,7 @@ interface POSDrawerDialogProps {
export function POSDrawerDialog({ open, onOpenChange, drawer }: POSDrawerDialogProps) { export function POSDrawerDialog({ open, onOpenChange, drawer }: POSDrawerDialogProps) {
const queryClient = useQueryClient() const queryClient = useQueryClient()
const { locationId, setDrawerSession } = usePOSStore() const { locationId, registerId, setDrawerSession } = usePOSStore()
const isOpen = drawer?.status === 'open' const isOpen = drawer?.status === 'open'
const [openingBalance, setOpeningBalance] = useState('200') const [openingBalance, setOpeningBalance] = useState('200')
@@ -31,6 +31,15 @@ export function POSDrawerDialog({ open, onOpenChange, drawer }: POSDrawerDialogP
const [adjReason, setAdjReason] = useState('') const [adjReason, setAdjReason] = useState('')
const [overrideOpen, setOverrideOpen] = useState(false) const [overrideOpen, setOverrideOpen] = useState(false)
const [pendingAdjustView, setPendingAdjustView] = useState<'cash_in' | 'cash_out' | null>(null) const [pendingAdjustView, setPendingAdjustView] = useState<'cash_in' | 'cash_out' | null>(null)
const [showZReport, setShowZReport] = useState(false)
const [closedDrawerId, setClosedDrawerId] = useState<string | null>(null)
const [showXReport, setShowXReport] = useState(false)
// Z Report data (after close)
const { data: reportData } = useQuery(drawerReportOptions(closedDrawerId))
// X Report data (live, for open drawer)
const { data: xReportData } = useQuery(drawerReportOptions(showXReport ? drawer?.id ?? null : null))
// Fetch adjustments for open drawer // Fetch adjustments for open drawer
const { data: adjData } = useQuery({ const { data: adjData } = useQuery({
@@ -44,6 +53,7 @@ export function POSDrawerDialog({ open, onOpenChange, drawer }: POSDrawerDialogP
mutationFn: () => mutationFn: () =>
posMutations.openDrawer({ posMutations.openDrawer({
locationId: locationId ?? undefined, locationId: locationId ?? undefined,
registerId: registerId ?? undefined,
openingBalance: parseFloat(openingBalance) || 0, openingBalance: parseFloat(openingBalance) || 0,
}), }),
onSuccess: async (session) => { onSuccess: async (session) => {
@@ -69,7 +79,9 @@ export function POSDrawerDialog({ open, onOpenChange, drawer }: POSDrawerDialogP
} else { } else {
toast.warning(`Drawer closed - ${overShort > 0 ? 'over' : 'short'} $${Math.abs(overShort).toFixed(2)}`) toast.warning(`Drawer closed - ${overShort > 0 ? 'over' : 'short'} $${Math.abs(overShort).toFixed(2)}`)
} }
onOpenChange(false) // Show Z report
setClosedDrawerId(session.id)
setShowZReport(true)
await queryClient.invalidateQueries({ queryKey: posKeys.drawer(locationId ?? '') }) await queryClient.invalidateQueries({ queryKey: posKeys.drawer(locationId ?? '') })
}, },
onError: (err) => toast.error(err.message), onError: (err) => toast.error(err.message),
@@ -92,6 +104,45 @@ export function POSDrawerDialog({ open, onOpenChange, drawer }: POSDrawerDialogP
onError: (err) => toast.error(err.message), onError: (err) => toast.error(err.message),
}) })
// Z Report view (shown after drawer close)
if (showZReport && reportData) {
const r = reportData
return (
<>
<Dialog open={open} onOpenChange={(o) => { onOpenChange(o); if (!o) { setShowZReport(false); setClosedDrawerId(null) } }}>
<DialogContent className="max-w-md max-h-[90vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>Z Report Drawer Closed</DialogTitle>
</DialogHeader>
<DrawerReportView report={r} />
<Button variant="outline" className="w-full" onClick={() => { setShowZReport(false); setClosedDrawerId(null); onOpenChange(false) }}>
Done
</Button>
</DialogContent>
</Dialog>
</>
)
}
// X Report view (mid-shift snapshot)
if (showXReport && xReportData) {
return (
<>
<Dialog open={open} onOpenChange={onOpenChange}>
<DialogContent className="max-w-md max-h-[90vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>X Report Current Shift</DialogTitle>
</DialogHeader>
<DrawerReportView report={xReportData} />
<Button variant="outline" className="w-full" onClick={() => setShowXReport(false)}>
Back
</Button>
</DialogContent>
</Dialog>
</>
)
}
// Adjustment entry view // Adjustment entry view
if (adjustView && isOpen) { if (adjustView && isOpen) {
const isCashIn = adjustView === 'cash_in' const isCashIn = adjustView === 'cash_in'
@@ -199,6 +250,11 @@ export function POSDrawerDialog({ open, onOpenChange, drawer }: POSDrawerDialogP
</Button> </Button>
</div> </div>
{/* X Report button */}
<Button variant="outline" className="w-full h-10 gap-2 text-sm" onClick={() => setShowXReport(true)}>
Current Shift Report
</Button>
{/* Adjustment history */} {/* Adjustment history */}
{adjustments.length > 0 && ( {adjustments.length > 0 && (
<> <>
@@ -293,3 +349,123 @@ export function POSDrawerDialog({ open, onOpenChange, drawer }: POSDrawerDialogP
</> </>
) )
} }
// --- Shared report view used by both X and Z reports ---
const PAYMENT_LABELS: Record<string, string> = {
cash: 'Cash',
card_present: 'Card (Present)',
card_keyed: 'Card (Keyed)',
check: 'Check',
account_charge: 'Account',
unknown: 'Other',
}
function DrawerReportView({ report }: { report: any }) {
const { session, sales, payments, discounts, cash, adjustments } = report
return (
<div className="space-y-4 text-sm">
{/* Session info */}
<div className="space-y-1">
{session.register && <div className="flex justify-between"><span className="text-muted-foreground">Register</span><span>{session.register.name}</span></div>}
{session.openedBy && <div className="flex justify-between"><span className="text-muted-foreground">Opened by</span><span>{session.openedBy.firstName} {session.openedBy.lastName}</span></div>}
<div className="flex justify-between"><span className="text-muted-foreground">Opened</span><span>{new Date(session.openedAt).toLocaleString()}</span></div>
{session.closedAt && (
<>
{session.closedBy && <div className="flex justify-between"><span className="text-muted-foreground">Closed by</span><span>{session.closedBy.firstName} {session.closedBy.lastName}</span></div>}
<div className="flex justify-between"><span className="text-muted-foreground">Closed</span><span>{new Date(session.closedAt).toLocaleString()}</span></div>
</>
)}
</div>
<Separator />
{/* Sales */}
<div>
<h4 className="font-semibold text-xs uppercase text-muted-foreground mb-2">Sales</h4>
<div className="space-y-1">
<div className="flex justify-between"><span>Transactions</span><span>{sales.transactionCount}</span></div>
<div className="flex justify-between"><span>Gross Sales</span><span className="tabular-nums">${sales.grossSales.toFixed(2)}</span></div>
{sales.refundTotal > 0 && <div className="flex justify-between text-red-600"><span>Refunds</span><span className="tabular-nums">-${sales.refundTotal.toFixed(2)}</span></div>}
<div className="flex justify-between font-medium"><span>Net Sales</span><span className="tabular-nums">${sales.netSales.toFixed(2)}</span></div>
{sales.voidCount > 0 && <div className="flex justify-between text-muted-foreground"><span>Voided</span><span>{sales.voidCount}</span></div>}
</div>
</div>
<Separator />
{/* Payment breakdown */}
<div>
<h4 className="font-semibold text-xs uppercase text-muted-foreground mb-2">Payments</h4>
<div className="space-y-1">
{Object.entries(payments as Record<string, { count: number; total: number }>).map(([method, data]) => (
<div key={method} className="flex justify-between">
<span>{PAYMENT_LABELS[method] ?? method} ({data.count})</span>
<span className="tabular-nums">${data.total.toFixed(2)}</span>
</div>
))}
{Object.keys(payments).length === 0 && <p className="text-muted-foreground">No payments</p>}
</div>
</div>
{/* Discounts */}
{discounts.count > 0 && (
<>
<Separator />
<div>
<h4 className="font-semibold text-xs uppercase text-muted-foreground mb-2">Discounts</h4>
<div className="flex justify-between"><span>Total ({discounts.count})</span><span className="tabular-nums text-green-600">-${discounts.total.toFixed(2)}</span></div>
</div>
</>
)}
<Separator />
{/* Cash accountability */}
<div>
<h4 className="font-semibold text-xs uppercase text-muted-foreground mb-2">Cash</h4>
<div className="space-y-1">
<div className="flex justify-between"><span>Opening Balance</span><span className="tabular-nums">${cash.openingBalance.toFixed(2)}</span></div>
<div className="flex justify-between"><span>Cash Sales</span><span className="tabular-nums">${cash.cashSales.toFixed(2)}</span></div>
{cash.cashIn > 0 && <div className="flex justify-between text-green-600"><span>Cash In</span><span className="tabular-nums">+${cash.cashIn.toFixed(2)}</span></div>}
{cash.cashOut > 0 && <div className="flex justify-between text-red-600"><span>Cash Out</span><span className="tabular-nums">-${cash.cashOut.toFixed(2)}</span></div>}
<Separator />
<div className="flex justify-between font-medium"><span>Expected</span><span className="tabular-nums">${cash.expectedBalance.toFixed(2)}</span></div>
{cash.actualBalance !== null && (
<>
<div className="flex justify-between"><span>Actual Count</span><span className="tabular-nums">${cash.actualBalance.toFixed(2)}</span></div>
<div className={`flex justify-between font-bold ${cash.overShort === 0 ? 'text-green-600' : 'text-red-600'}`}>
<span>{cash.overShort! >= 0 ? 'Over' : 'Short'}</span>
<span className="tabular-nums">${Math.abs(cash.overShort!).toFixed(2)}</span>
</div>
</>
)}
</div>
</div>
{/* Adjustments */}
{adjustments.length > 0 && (
<>
<Separator />
<div>
<h4 className="font-semibold text-xs uppercase text-muted-foreground mb-2">Adjustments</h4>
<div className="space-y-1">
{adjustments.map((adj: any) => (
<div key={adj.id} className="flex items-center justify-between text-xs">
<div className="flex items-center gap-2">
<Badge variant={adj.type === 'cash_in' ? 'default' : 'destructive'} className="text-[10px]">
{adj.type === 'cash_in' ? 'IN' : 'OUT'}
</Badge>
<span className="text-muted-foreground truncate max-w-[150px]">{adj.reason}</span>
</div>
<span className="tabular-nums">${parseFloat(adj.amount).toFixed(2)}</span>
</div>
))}
</div>
</div>
</>
)}
</div>
)
}

View File

@@ -0,0 +1,180 @@
import { useState } from 'react'
import { createFileRoute } from '@tanstack/react-router'
import { useQuery } from '@tanstack/react-query'
import { dailyReportOptions } from '@/api/pos'
import { api } from '@/lib/api-client'
import { queryOptions } from '@tanstack/react-query'
import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
import { Input } from '@/components/ui/input'
import { Label } from '@/components/ui/label'
import { Badge } from '@/components/ui/badge'
import { Separator } from '@/components/ui/separator'
import { Skeleton } from '@/components/ui/skeleton'
interface Location {
id: string
name: string
}
function locationsOptions() {
return queryOptions({
queryKey: ['locations'],
queryFn: () => api.get<{ data: Location[] }>('/v1/locations'),
})
}
export const Route = createFileRoute('/_authenticated/reports/daily')({
component: DailyReportPage,
})
const PAYMENT_LABELS: Record<string, string> = {
cash: 'Cash',
card_present: 'Card (Present)',
card_keyed: 'Card (Keyed)',
check: 'Check',
account_charge: 'Account',
}
function DailyReportPage() {
const today = new Date().toISOString().slice(0, 10)
const [date, setDate] = useState(today)
const [locationId, setLocationId] = useState<string | null>(null)
const { data: locationsData } = useQuery(locationsOptions())
const locations = locationsData?.data ?? []
// Auto-select first location
if (!locationId && locations.length > 0) {
setLocationId(locations[0].id)
}
const { data: report, isLoading } = useQuery(dailyReportOptions(locationId, date))
return (
<div className="space-y-6 max-w-3xl">
<h1 className="text-2xl font-bold">Daily Report</h1>
<div className="flex gap-4">
<div className="space-y-1">
<Label className="text-xs">Date</Label>
<Input type="date" value={date} onChange={(e) => setDate(e.target.value)} className="w-44" />
</div>
<div className="space-y-1">
<Label className="text-xs">Location</Label>
<Select value={locationId ?? ''} onValueChange={setLocationId}>
<SelectTrigger className="w-48">
<SelectValue placeholder="Select location" />
</SelectTrigger>
<SelectContent>
{locations.map((loc) => (
<SelectItem key={loc.id} value={loc.id}>{loc.name}</SelectItem>
))}
</SelectContent>
</Select>
</div>
</div>
{isLoading ? (
<div className="space-y-4">
<Skeleton className="h-32 w-full" />
<Skeleton className="h-48 w-full" />
</div>
) : !report ? (
<p className="text-muted-foreground">Select a location and date to view the report.</p>
) : (
<div className="space-y-4">
{/* Sessions */}
<Card>
<CardHeader>
<CardTitle className="text-base">Drawer Sessions ({report.sessions.length})</CardTitle>
</CardHeader>
<CardContent>
{report.sessions.length === 0 ? (
<p className="text-sm text-muted-foreground">No drawer sessions on this date.</p>
) : (
<div className="space-y-2">
{report.sessions.map((s: any) => (
<div key={s.id} className="flex items-center justify-between p-2 rounded border text-sm">
<div>
<span className="font-medium">{s.register?.name ?? 'Unassigned'}</span>
<span className="text-muted-foreground ml-2">
{new Date(s.openedAt).toLocaleTimeString()} {s.closedAt ? new Date(s.closedAt).toLocaleTimeString() : 'Open'}
</span>
{s.openedBy && <span className="text-muted-foreground ml-2">({s.openedBy.firstName})</span>}
</div>
<div className="flex items-center gap-3">
<span className="tabular-nums text-sm">${s.grossSales.toFixed(2)}</span>
{s.overShort !== null && (
<Badge variant={s.overShort === 0 ? 'default' : 'destructive'} className="text-xs">
{s.overShort === 0 ? 'Balanced' : `${s.overShort > 0 ? '+' : ''}$${s.overShort.toFixed(2)}`}
</Badge>
)}
{s.status === 'open' && <Badge variant="outline" className="text-xs">Open</Badge>}
</div>
</div>
))}
</div>
)}
</CardContent>
</Card>
{/* Sales Summary */}
<Card>
<CardHeader><CardTitle className="text-base">Sales</CardTitle></CardHeader>
<CardContent className="space-y-2 text-sm">
<div className="flex justify-between"><span>Transactions</span><span>{report.sales.transactionCount}</span></div>
<div className="flex justify-between"><span>Gross Sales</span><span className="tabular-nums">${report.sales.grossSales.toFixed(2)}</span></div>
{report.sales.refundTotal > 0 && <div className="flex justify-between text-red-600"><span>Refunds</span><span className="tabular-nums">-${report.sales.refundTotal.toFixed(2)}</span></div>}
<Separator />
<div className="flex justify-between font-semibold"><span>Net Sales</span><span className="tabular-nums">${report.sales.netSales.toFixed(2)}</span></div>
{report.sales.voidCount > 0 && <div className="flex justify-between text-muted-foreground"><span>Voided</span><span>{report.sales.voidCount}</span></div>}
</CardContent>
</Card>
{/* Payment Breakdown */}
<Card>
<CardHeader><CardTitle className="text-base">Payments</CardTitle></CardHeader>
<CardContent className="space-y-2 text-sm">
{Object.entries(report.payments as Record<string, { count: number; total: number }>).map(([method, data]) => (
<div key={method} className="flex justify-between">
<span>{PAYMENT_LABELS[method] ?? method} ({data.count})</span>
<span className="tabular-nums">${data.total.toFixed(2)}</span>
</div>
))}
{Object.keys(report.payments).length === 0 && <p className="text-muted-foreground">No payments</p>}
</CardContent>
</Card>
{/* Discounts */}
{report.discounts.count > 0 && (
<Card>
<CardHeader><CardTitle className="text-base">Discounts</CardTitle></CardHeader>
<CardContent className="text-sm">
<div className="flex justify-between"><span>Total ({report.discounts.count} transactions)</span><span className="tabular-nums text-green-600">-${report.discounts.total.toFixed(2)}</span></div>
</CardContent>
</Card>
)}
{/* Cash Summary */}
<Card>
<CardHeader><CardTitle className="text-base">Cash</CardTitle></CardHeader>
<CardContent className="space-y-2 text-sm">
<div className="flex justify-between"><span>Total Opening</span><span className="tabular-nums">${report.cash.totalOpening.toFixed(2)}</span></div>
<div className="flex justify-between"><span>Cash Sales</span><span className="tabular-nums">${report.cash.totalCashSales.toFixed(2)}</span></div>
{report.cash.totalCashIn > 0 && <div className="flex justify-between text-green-600"><span>Cash In</span><span className="tabular-nums">+${report.cash.totalCashIn.toFixed(2)}</span></div>}
{report.cash.totalCashOut > 0 && <div className="flex justify-between text-red-600"><span>Cash Out</span><span className="tabular-nums">-${report.cash.totalCashOut.toFixed(2)}</span></div>}
<Separator />
<div className="flex justify-between font-medium"><span>Expected Total</span><span className="tabular-nums">${report.cash.totalExpected.toFixed(2)}</span></div>
<div className="flex justify-between"><span>Actual Total</span><span className="tabular-nums">${report.cash.totalActual.toFixed(2)}</span></div>
<div className={`flex justify-between font-bold ${report.cash.totalOverShort === 0 ? 'text-green-600' : 'text-red-600'}`}>
<span>{report.cash.totalOverShort >= 0 ? 'Over' : 'Short'}</span>
<span className="tabular-nums">${Math.abs(report.cash.totalOverShort).toFixed(2)}</span>
</div>
</CardContent>
</Card>
</div>
)}
</div>
)
}

View File

@@ -13,6 +13,7 @@ type ReceiptFormat = 'thermal' | 'full'
interface POSState { interface POSState {
currentTransactionId: string | null currentTransactionId: string | null
locationId: string | null locationId: string | null
registerId: string | null
drawerSessionId: string | null drawerSessionId: string | null
locked: boolean locked: boolean
cashier: POSUser | null cashier: POSUser | null
@@ -25,6 +26,7 @@ interface POSState {
receiptFormat: ReceiptFormat receiptFormat: ReceiptFormat
setTransaction: (id: string | null) => void setTransaction: (id: string | null) => void
setLocation: (id: string) => void setLocation: (id: string) => void
setRegister: (id: string | null) => void
setDrawerSession: (id: string | null) => void setDrawerSession: (id: string | null) => void
unlock: (user: POSUser, token: string) => void unlock: (user: POSUser, token: string) => void
lock: () => void lock: () => void
@@ -45,7 +47,8 @@ function getStoredReceiptFormat(): ReceiptFormat {
export const usePOSStore = create<POSState>((set) => ({ export const usePOSStore = create<POSState>((set) => ({
currentTransactionId: null, currentTransactionId: null,
locationId: null, locationId: null,
drawerSessionId: null, registerId: localStorage.getItem('pos_register_id') ?? null,
drawerSessionId: localStorage.getItem('pos_drawer_session_id') ?? null,
locked: true, locked: true,
cashier: null, cashier: null,
token: null, token: null,
@@ -57,7 +60,8 @@ export const usePOSStore = create<POSState>((set) => ({
receiptFormat: getStoredReceiptFormat(), receiptFormat: getStoredReceiptFormat(),
setTransaction: (id) => set({ currentTransactionId: id }), setTransaction: (id) => set({ currentTransactionId: id }),
setLocation: (id) => set({ locationId: id }), setLocation: (id) => set({ locationId: id }),
setDrawerSession: (id) => set({ drawerSessionId: id }), setRegister: (id) => { if (id) localStorage.setItem('pos_register_id', id); else localStorage.removeItem('pos_register_id'); set({ registerId: id }) },
setDrawerSession: (id) => { if (id) localStorage.setItem('pos_drawer_session_id', id); else localStorage.removeItem('pos_drawer_session_id'); set({ drawerSessionId: id }) },
unlock: (user, token) => set({ locked: false, cashier: user, token, lastActivity: Date.now() }), unlock: (user, token) => set({ locked: false, cashier: user, token, lastActivity: Date.now() }),
lock: () => set({ locked: true, currentTransactionId: null }), lock: () => set({ locked: true, currentTransactionId: null }),
touchActivity: () => set({ lastActivity: Date.now() }), touchActivity: () => set({ lastActivity: Date.now() }),

View File

@@ -902,4 +902,153 @@ suite('POS', { tags: ['pos'] }, (t) => {
t.assert.status(res2, 200) t.assert.status(res2, 200)
t.assert.ok(res2.data.data.some((p: any) => p.id === consumable.data.id)) t.assert.ok(res2.data.data.some((p: any) => p.id === consumable.data.id))
}) })
// ─── Registers ────────────────────────────────────────────────────────────
t.test('creates a register', { tags: ['registers', 'create'] }, async () => {
const res = await t.api.post('/v1/registers', { locationId: LOCATION_ID, name: 'Register 1' })
t.assert.status(res, 201)
t.assert.equal(res.data.name, 'Register 1')
t.assert.equal(res.data.locationId, LOCATION_ID)
t.assert.equal(res.data.isActive, true)
})
t.test('lists registers for a location', { tags: ['registers', 'list'] }, async () => {
await t.api.post('/v1/registers', { locationId: LOCATION_ID, name: 'Register 2' })
const res = await t.api.get('/v1/registers', { locationId: LOCATION_ID })
t.assert.status(res, 200)
t.assert.ok(res.data.data.length >= 2)
t.assert.ok(res.data.pagination)
})
t.test('lists all registers (lookup)', { tags: ['registers', 'list'] }, async () => {
const res = await t.api.get('/v1/registers/all', { locationId: LOCATION_ID })
t.assert.status(res, 200)
t.assert.ok(res.data.data.length >= 2)
})
t.test('updates a register name', { tags: ['registers', 'update'] }, async () => {
const created = await t.api.post('/v1/registers', { locationId: LOCATION_ID, name: 'Old Name' })
const res = await t.api.patch(`/v1/registers/${created.data.id}`, { name: 'New Name' })
t.assert.status(res, 200)
t.assert.equal(res.data.name, 'New Name')
})
t.test('deactivates a register', { tags: ['registers', 'delete'] }, async () => {
const created = await t.api.post('/v1/registers', { locationId: LOCATION_ID, name: 'Delete Me' })
const res = await t.api.del(`/v1/registers/${created.data.id}`)
t.assert.status(res, 200)
t.assert.equal(res.data.isActive, false)
})
// ─── Drawer Reports (X/Z) ────────────────────────────────────────────────
t.test('cleanup: close any open drawers for report tests', { tags: ['reports', 'setup'] }, async () => {
const current = await t.api.get('/v1/drawer/current', { locationId: LOCATION_ID })
if (current.status === 200 && current.data?.id) {
await t.api.post(`/v1/drawer/${current.data.id}/close`, { closingBalance: 0 })
}
})
t.test('drawer report returns correct data for a session with transactions', { tags: ['reports', 'drawer'] }, async () => {
// Open drawer
const drawer = await t.api.post('/v1/drawer/open', { locationId: LOCATION_ID, openingBalance: 100 })
t.assert.status(drawer, 201)
// Make a cash sale
const txn1 = await t.api.post('/v1/transactions', { transactionType: 'sale', locationId: LOCATION_ID })
await t.api.post(`/v1/transactions/${txn1.data.id}/line-items`, { description: 'Report Item 1', qty: 1, unitPrice: 50 })
await t.api.post(`/v1/transactions/${txn1.data.id}/complete`, { paymentMethod: 'cash', amountTendered: 60 })
// Make a card sale
const txn2 = await t.api.post('/v1/transactions', { transactionType: 'sale', locationId: LOCATION_ID })
await t.api.post(`/v1/transactions/${txn2.data.id}/line-items`, { description: 'Report Item 2', qty: 1, unitPrice: 30 })
await t.api.post(`/v1/transactions/${txn2.data.id}/complete`, { paymentMethod: 'card_present' })
// Void a transaction
const txn3 = await t.api.post('/v1/transactions', { transactionType: 'sale', locationId: LOCATION_ID })
await t.api.post(`/v1/transactions/${txn3.data.id}/line-items`, { description: 'Voided Item', qty: 1, unitPrice: 10 })
await t.api.post(`/v1/transactions/${txn3.data.id}/void`)
// Get X report (drawer still open)
const xReport = await t.api.get(`/v1/reports/drawer/${drawer.data.id}`)
t.assert.status(xReport, 200)
t.assert.equal(xReport.data.sales.transactionCount, 2)
t.assert.greaterThan(xReport.data.sales.grossSales, 0)
// Voided transactions don't go through complete() so drawerSessionId isn't set
// They won't appear in the drawer report — this is correct behavior
t.assert.ok(xReport.data.payments.cash)
t.assert.ok(xReport.data.payments.card_present)
t.assert.equal(xReport.data.cash.actualBalance, null) // not closed yet
// Close drawer
const closingAmount = 100 + xReport.data.cash.cashSales
await t.api.post(`/v1/drawer/${drawer.data.id}/close`, { closingBalance: closingAmount })
// Get Z report (drawer closed)
const zReport = await t.api.get(`/v1/reports/drawer/${drawer.data.id}`)
t.assert.status(zReport, 200)
t.assert.ok(zReport.data.session.closedAt)
t.assert.ok(zReport.data.cash.actualBalance !== null)
t.assert.ok(typeof zReport.data.cash.overShort === 'number')
})
t.test('drawerSessionId is populated on completed transactions', { tags: ['reports', 'drawer-session-id'] }, async () => {
// Cleanup any open drawer
const cur = await t.api.get('/v1/drawer/current', { locationId: LOCATION_ID })
if (cur.status === 200 && cur.data?.id) await t.api.post(`/v1/drawer/${cur.data.id}/close`, { closingBalance: 0 })
const drawer = await t.api.post('/v1/drawer/open', { locationId: LOCATION_ID, openingBalance: 100 })
t.assert.status(drawer, 201)
const txn = await t.api.post('/v1/transactions', { transactionType: 'sale', locationId: LOCATION_ID })
await t.api.post(`/v1/transactions/${txn.data.id}/line-items`, { description: 'Session ID Test', qty: 1, unitPrice: 20 })
await t.api.post(`/v1/transactions/${txn.data.id}/complete`, { paymentMethod: 'card_present' })
const completed = await t.api.get(`/v1/transactions/${txn.data.id}`)
t.assert.status(completed, 200)
t.assert.equal(completed.data.drawerSessionId, drawer.data.id)
await t.api.post(`/v1/drawer/${drawer.data.id}/close`, { closingBalance: 100 })
})
// ─── Daily Report ─────────────────────────────────────────────────────────
t.test('daily report aggregates across sessions', { tags: ['reports', 'daily'] }, async () => {
const today = new Date().toISOString().slice(0, 10)
const res = await t.api.get('/v1/reports/daily', { locationId: LOCATION_ID, date: today })
t.assert.status(res, 200)
t.assert.equal(res.data.date, today)
t.assert.ok(res.data.location)
t.assert.ok(Array.isArray(res.data.sessions))
t.assert.ok(typeof res.data.sales.grossSales === 'number')
t.assert.ok(typeof res.data.payments === 'object')
t.assert.ok(typeof res.data.cash.totalExpected === 'number')
})
t.test('daily report rejects missing params', { tags: ['reports', 'daily', 'validation'] }, async () => {
const res = await t.api.get('/v1/reports/daily', {})
t.assert.status(res, 400)
})
t.test('opens drawer with register', { tags: ['registers', 'drawer'] }, async () => {
// Cleanup any open drawer
const cur = await t.api.get('/v1/drawer/current', { locationId: LOCATION_ID })
if (cur.status === 200 && cur.data?.id) await t.api.post(`/v1/drawer/${cur.data.id}/close`, { closingBalance: 0 })
const reg = await t.api.post('/v1/registers', { locationId: LOCATION_ID, name: 'Report Register' })
t.assert.status(reg, 201)
const drawer = await t.api.post('/v1/drawer/open', { locationId: LOCATION_ID, registerId: reg.data.id, openingBalance: 100 })
t.assert.status(drawer, 201)
// Get report to check register info
const report = await t.api.get(`/v1/reports/drawer/${drawer.data.id}`)
t.assert.status(report, 200)
t.assert.ok(report.data.session.register)
t.assert.equal(report.data.session.register.name, 'Report Register')
// Cleanup
await t.api.post(`/v1/drawer/${drawer.data.id}/close`, { closingBalance: 100 })
})
}) })

View File

@@ -0,0 +1,12 @@
-- Named registers for POS terminals
CREATE TABLE IF NOT EXISTS register (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
location_id UUID NOT NULL REFERENCES location(id),
name VARCHAR(100) NOT NULL,
is_active BOOLEAN NOT NULL DEFAULT true,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
-- Link drawer sessions to registers
ALTER TABLE drawer_session ADD COLUMN IF NOT EXISTS register_id UUID REFERENCES register(id);

View File

@@ -316,6 +316,13 @@
"when": 1775680000000, "when": 1775680000000,
"tag": "0043_repair-pos-consumable", "tag": "0043_repair-pos-consumable",
"breakpoints": true "breakpoints": true
},
{
"idx": 44,
"version": "7",
"when": 1775770000000,
"tag": "0044_registers-reports",
"breakpoints": true
} }
] ]
} }

View File

@@ -70,9 +70,21 @@ export const discounts = pgTable('discount', {
export const adjustmentTypeEnum = pgEnum('adjustment_type', ['cash_in', 'cash_out']) export const adjustmentTypeEnum = pgEnum('adjustment_type', ['cash_in', 'cash_out'])
export const registers = pgTable('register', {
id: uuid('id').primaryKey().defaultRandom(),
locationId: uuid('location_id')
.notNull()
.references(() => locations.id),
name: varchar('name', { length: 100 }).notNull(),
isActive: boolean('is_active').notNull().default(true),
createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow(),
})
export const drawerSessions = pgTable('drawer_session', { export const drawerSessions = pgTable('drawer_session', {
id: uuid('id').primaryKey().defaultRandom(), id: uuid('id').primaryKey().defaultRandom(),
locationId: uuid('location_id').references(() => locations.id), locationId: uuid('location_id').references(() => locations.id),
registerId: uuid('register_id').references(() => registers.id),
openedBy: uuid('opened_by') openedBy: uuid('opened_by')
.notNull() .notNull()
.references(() => users.id), .references(() => users.id),

View File

@@ -23,6 +23,8 @@ import { repairRoutes } from './routes/v1/repairs.js'
import { lessonRoutes } from './routes/v1/lessons.js' import { lessonRoutes } from './routes/v1/lessons.js'
import { transactionRoutes } from './routes/v1/transactions.js' import { transactionRoutes } from './routes/v1/transactions.js'
import { drawerRoutes } from './routes/v1/drawer.js' import { drawerRoutes } from './routes/v1/drawer.js'
import { registerRoutes } from './routes/v1/register.js'
import { reportRoutes } from './routes/v1/reports.js'
import { discountRoutes } from './routes/v1/discounts.js' import { discountRoutes } from './routes/v1/discounts.js'
import { taxRoutes } from './routes/v1/tax.js' import { taxRoutes } from './routes/v1/tax.js'
import { storageRoutes } from './routes/v1/storage.js' import { storageRoutes } from './routes/v1/storage.js'
@@ -156,6 +158,8 @@ export async function buildApp() {
await app.register(withModule('lessons', lessonRoutes), { prefix: '/v1' }) await app.register(withModule('lessons', lessonRoutes), { prefix: '/v1' })
await app.register(withModule('pos', transactionRoutes), { prefix: '/v1' }) await app.register(withModule('pos', transactionRoutes), { prefix: '/v1' })
await app.register(withModule('pos', drawerRoutes), { prefix: '/v1' }) await app.register(withModule('pos', drawerRoutes), { prefix: '/v1' })
await app.register(withModule('pos', registerRoutes), { prefix: '/v1' })
await app.register(withModule('pos', reportRoutes), { prefix: '/v1' })
await app.register(withModule('pos', discountRoutes), { prefix: '/v1' }) await app.register(withModule('pos', discountRoutes), { prefix: '/v1' })
await app.register(withModule('pos', taxRoutes), { prefix: '/v1' }) await app.register(withModule('pos', taxRoutes), { prefix: '/v1' })
await app.register(withModule('vault', vaultRoutes), { prefix: '/v1' }) await app.register(withModule('vault', vaultRoutes), { prefix: '/v1' })

View File

@@ -0,0 +1,50 @@
import type { FastifyPluginAsync } from 'fastify'
import { PaginationSchema, RegisterCreateSchema, RegisterUpdateSchema } from '@lunarfront/shared/schemas'
import { RegisterService } from '../../services/register.service.js'
export const registerRoutes: FastifyPluginAsync = async (app) => {
app.post('/registers', { preHandler: [app.authenticate, app.requirePermission('pos.edit')] }, async (request, reply) => {
const parsed = RegisterCreateSchema.safeParse(request.body)
if (!parsed.success) {
return reply.status(400).send({ error: { message: 'Validation failed', details: parsed.error.flatten(), statusCode: 400 } })
}
const register = await RegisterService.create(app.db, parsed.data)
return reply.status(201).send(register)
})
app.get('/registers', { preHandler: [app.authenticate, app.requirePermission('pos.view')] }, async (request, reply) => {
const query = request.query as Record<string, string | undefined>
const params = PaginationSchema.parse(query)
const result = await RegisterService.list(app.db, params, { locationId: query.locationId })
return reply.send(result)
})
app.get('/registers/all', { preHandler: [app.authenticate, app.requirePermission('pos.view')] }, async (request, reply) => {
const query = request.query as Record<string, string | undefined>
const data = await RegisterService.listAll(app.db, query.locationId)
return reply.send({ data })
})
app.get('/registers/:id', { preHandler: [app.authenticate, app.requirePermission('pos.view')] }, async (request, reply) => {
const { id } = request.params as { id: string }
const register = await RegisterService.getById(app.db, id)
if (!register) return reply.status(404).send({ error: { message: 'Register not found', statusCode: 404 } })
return reply.send(register)
})
app.patch('/registers/:id', { preHandler: [app.authenticate, app.requirePermission('pos.edit')] }, async (request, reply) => {
const { id } = request.params as { id: string }
const parsed = RegisterUpdateSchema.safeParse(request.body)
if (!parsed.success) {
return reply.status(400).send({ error: { message: 'Validation failed', details: parsed.error.flatten(), statusCode: 400 } })
}
const register = await RegisterService.update(app.db, id, parsed.data)
return reply.send(register)
})
app.delete('/registers/:id', { preHandler: [app.authenticate, app.requirePermission('pos.admin')] }, async (request, reply) => {
const { id } = request.params as { id: string }
const register = await RegisterService.delete(app.db, id)
return reply.send(register)
})
}

View File

@@ -0,0 +1,27 @@
import type { FastifyPluginAsync } from 'fastify'
import { z } from 'zod'
import { ReportService } from '../../services/report.service.js'
const DailyReportQuerySchema = z.object({
locationId: z.string().uuid(),
date: z.string().regex(/^\d{4}-\d{2}-\d{2}$/),
})
export const reportRoutes: FastifyPluginAsync = async (app) => {
// X or Z report for a drawer session
app.get('/reports/drawer/:id', { preHandler: [app.authenticate, app.requirePermission('pos.view')] }, async (request, reply) => {
const { id } = request.params as { id: string }
const report = await ReportService.getDrawerReport(app.db, id)
return reply.send(report)
})
// Daily rollup for a location
app.get('/reports/daily', { preHandler: [app.authenticate, app.requirePermission('pos.view')] }, async (request, reply) => {
const parsed = DailyReportQuerySchema.safeParse(request.query)
if (!parsed.success) {
return reply.status(400).send({ error: { message: 'Validation failed — locationId and date (YYYY-MM-DD) are required', details: parsed.error.flatten(), statusCode: 400 } })
}
const report = await ReportService.getDailyReport(app.db, parsed.data.locationId, parsed.data.date)
return reply.send(report)
})
}

View File

@@ -19,6 +19,7 @@ export const DrawerService = {
.insert(drawerSessions) .insert(drawerSessions)
.values({ .values({
locationId: input.locationId, locationId: input.locationId,
registerId: input.registerId,
openedBy, openedBy,
openingBalance: input.openingBalance.toString(), openingBalance: input.openingBalance.toString(),
}) })

View File

@@ -0,0 +1,84 @@
import { eq, and, count, type Column } from 'drizzle-orm'
import type { PostgresJsDatabase } from 'drizzle-orm/postgres-js'
import { registers } from '../db/schema/pos.js'
import { NotFoundError } from '../lib/errors.js'
import type { RegisterCreateInput, RegisterUpdateInput, PaginationInput } from '@lunarfront/shared/schemas'
import { withPagination, withSort, buildSearchCondition, paginatedResponse } from '../utils/pagination.js'
export const RegisterService = {
async create(db: PostgresJsDatabase<any>, input: RegisterCreateInput) {
const [register] = await db
.insert(registers)
.values({
locationId: input.locationId,
name: input.name,
})
.returning()
return register
},
async getById(db: PostgresJsDatabase<any>, id: string) {
const [register] = await db
.select()
.from(registers)
.where(eq(registers.id, id))
.limit(1)
return register ?? null
},
async list(db: PostgresJsDatabase<any>, params: PaginationInput, filters?: { locationId?: string }) {
const conditions = [eq(registers.isActive, true)]
if (params.q) {
conditions.push(buildSearchCondition(params.q, [registers.name])!)
}
if (filters?.locationId) {
conditions.push(eq(registers.locationId, filters.locationId))
}
const where = conditions.length === 1 ? conditions[0] : and(...conditions)
const sortableColumns: Record<string, Column> = {
name: registers.name,
created_at: registers.createdAt,
}
let query = db.select().from(registers).where(where).$dynamic()
query = withSort(query, params.sort, params.order, sortableColumns, registers.name)
query = withPagination(query, params.page, params.limit)
const [data, [{ total }]] = await Promise.all([
query,
db.select({ total: count() }).from(registers).where(where),
])
return paginatedResponse(data, total, params.page, params.limit)
},
async listAll(db: PostgresJsDatabase<any>, locationId?: string) {
const conditions = [eq(registers.isActive, true)]
if (locationId) conditions.push(eq(registers.locationId, locationId))
const where = conditions.length === 1 ? conditions[0] : and(...conditions)
return db.select().from(registers).where(where)
},
async update(db: PostgresJsDatabase<any>, id: string, input: RegisterUpdateInput) {
const [updated] = await db
.update(registers)
.set({ ...input, updatedAt: new Date() })
.where(eq(registers.id, id))
.returning()
if (!updated) throw new NotFoundError('Register')
return updated
},
async delete(db: PostgresJsDatabase<any>, id: string) {
const [deleted] = await db
.update(registers)
.set({ isActive: false, updatedAt: new Date() })
.where(eq(registers.id, id))
.returning()
if (!deleted) throw new NotFoundError('Register')
return deleted
},
}

View File

@@ -0,0 +1,292 @@
import { eq, and, sql, gte, lt } from 'drizzle-orm'
import type { PostgresJsDatabase } from 'drizzle-orm/postgres-js'
import { transactions, drawerSessions, drawerAdjustments, registers } from '../db/schema/pos.js'
import { locations } from '../db/schema/stores.js'
import { users } from '../db/schema/users.js'
import { NotFoundError } from '../lib/errors.js'
interface PaymentBreakdown {
count: number
total: number
}
interface DrawerReport {
session: {
id: string
openedAt: string
closedAt: string | null
openingBalance: string
closingBalance: string | null
expectedBalance: string | null
overShort: string | null
status: string
notes: string | null
denominations: Record<string, number> | null
register: { id: string; name: string } | null
openedBy: { id: string; firstName: string; lastName: string } | null
closedBy: { id: string; firstName: string; lastName: string } | null
}
sales: {
grossSales: number
netSales: number
transactionCount: number
voidCount: number
refundTotal: number
}
payments: Record<string, PaymentBreakdown>
discounts: {
total: number
count: number
}
cash: {
openingBalance: number
cashSales: number
cashIn: number
cashOut: number
expectedBalance: number
actualBalance: number | null
overShort: number | null
}
adjustments: { id: string; type: string; amount: string; reason: string; createdAt: string }[]
}
export const ReportService = {
async getDrawerReport(db: PostgresJsDatabase<any>, drawerSessionId: string): Promise<DrawerReport> {
// Fetch session with register and user info
const [session] = await db
.select()
.from(drawerSessions)
.where(eq(drawerSessions.id, drawerSessionId))
.limit(1)
if (!session) throw new NotFoundError('Drawer session')
// Fetch register info
let register: { id: string; name: string } | null = null
if (session.registerId) {
const [reg] = await db.select({ id: registers.id, name: registers.name }).from(registers).where(eq(registers.id, session.registerId)).limit(1)
register = reg ?? null
}
// Fetch user info
const [openedByUser] = await db.select({ id: users.id, firstName: users.firstName, lastName: users.lastName }).from(users).where(eq(users.id, session.openedBy)).limit(1)
let closedByUser = null
if (session.closedBy) {
const [u] = await db.select({ id: users.id, firstName: users.firstName, lastName: users.lastName }).from(users).where(eq(users.id, session.closedBy)).limit(1)
closedByUser = u ?? null
}
// Aggregate transaction data for this drawer session
const txns = await db
.select({
status: transactions.status,
transactionType: transactions.transactionType,
paymentMethod: transactions.paymentMethod,
total: transactions.total,
discountTotal: transactions.discountTotal,
roundingAdjustment: transactions.roundingAdjustment,
})
.from(transactions)
.where(eq(transactions.drawerSessionId, drawerSessionId))
// Calculate sales
let grossSales = 0
let refundTotal = 0
let transactionCount = 0
let voidCount = 0
let discountTotalSum = 0
let discountCount = 0
const payments: Record<string, PaymentBreakdown> = {}
for (const txn of txns) {
if (txn.status === 'voided') {
voidCount++
continue
}
if (txn.status !== 'completed') continue
const total = parseFloat(txn.total ?? '0')
const discAmt = parseFloat(txn.discountTotal ?? '0')
if (txn.transactionType === 'refund') {
refundTotal += total
} else {
grossSales += total
transactionCount++
}
if (discAmt > 0) {
discountTotalSum += discAmt
discountCount++
}
const method = txn.paymentMethod ?? 'unknown'
if (!payments[method]) payments[method] = { count: 0, total: 0 }
payments[method].count++
payments[method].total += total
}
// Cash accountability
const cashPayment = payments['cash'] ?? { count: 0, total: 0 }
const cashRounding = txns
.filter((t) => t.status === 'completed' && t.paymentMethod === 'cash')
.reduce((sum, t) => sum + parseFloat(t.roundingAdjustment ?? '0'), 0)
const cashSales = cashPayment.total + cashRounding
// Adjustments
const adjRows = await db
.select()
.from(drawerAdjustments)
.where(eq(drawerAdjustments.drawerSessionId, drawerSessionId))
let cashIn = 0
let cashOut = 0
for (const adj of adjRows) {
if (adj.type === 'cash_in') cashIn += parseFloat(adj.amount)
else cashOut += parseFloat(adj.amount)
}
const openingBalance = parseFloat(session.openingBalance)
const expectedBalance = openingBalance + cashSales + cashIn - cashOut
const actualBalance = session.closingBalance ? parseFloat(session.closingBalance) : null
const overShort = actualBalance !== null ? Math.round((actualBalance - expectedBalance) * 100) / 100 : null
return {
session: {
id: session.id,
openedAt: session.openedAt.toISOString(),
closedAt: session.closedAt?.toISOString() ?? null,
openingBalance: session.openingBalance,
closingBalance: session.closingBalance,
expectedBalance: session.expectedBalance,
overShort: session.overShort,
status: session.status,
notes: session.notes,
denominations: session.denominations,
register,
openedBy: openedByUser ?? null,
closedBy: closedByUser,
},
sales: {
grossSales: Math.round(grossSales * 100) / 100,
netSales: Math.round((grossSales - refundTotal) * 100) / 100,
transactionCount,
voidCount,
refundTotal: Math.round(refundTotal * 100) / 100,
},
payments,
discounts: {
total: Math.round(discountTotalSum * 100) / 100,
count: discountCount,
},
cash: {
openingBalance,
cashSales: Math.round(cashSales * 100) / 100,
cashIn: Math.round(cashIn * 100) / 100,
cashOut: Math.round(cashOut * 100) / 100,
expectedBalance: Math.round(expectedBalance * 100) / 100,
actualBalance,
overShort,
},
adjustments: adjRows.map((a) => ({
id: a.id,
type: a.type,
amount: a.amount,
reason: a.reason,
createdAt: a.createdAt.toISOString(),
})),
}
},
async getDailyReport(db: PostgresJsDatabase<any>, locationId: string, date: string) {
// Get location info
const [location] = await db
.select({ id: locations.id, name: locations.name, timezone: locations.timezone })
.from(locations)
.where(eq(locations.id, locationId))
.limit(1)
if (!location) throw new NotFoundError('Location')
// Find all drawer sessions opened at this location on the given date
const dayStart = new Date(`${date}T00:00:00`)
const dayEnd = new Date(`${date}T00:00:00`)
dayEnd.setDate(dayEnd.getDate() + 1)
const sessions = await db
.select()
.from(drawerSessions)
.where(and(
eq(drawerSessions.locationId, locationId),
gte(drawerSessions.openedAt, dayStart),
lt(drawerSessions.openedAt, dayEnd),
))
// Get individual reports for each session
const sessionReports = await Promise.all(
sessions.map((s) => this.getDrawerReport(db, s.id))
)
// Aggregate
const sales = { grossSales: 0, netSales: 0, transactionCount: 0, voidCount: 0, refundTotal: 0 }
const payments: Record<string, PaymentBreakdown> = {}
const discounts = { total: 0, count: 0 }
const cash = { totalOpening: 0, totalCashSales: 0, totalCashIn: 0, totalCashOut: 0, totalExpected: 0, totalActual: 0, totalOverShort: 0 }
for (const report of sessionReports) {
sales.grossSales += report.sales.grossSales
sales.netSales += report.sales.netSales
sales.transactionCount += report.sales.transactionCount
sales.voidCount += report.sales.voidCount
sales.refundTotal += report.sales.refundTotal
for (const [method, data] of Object.entries(report.payments)) {
if (!payments[method]) payments[method] = { count: 0, total: 0 }
payments[method].count += data.count
payments[method].total += data.total
}
discounts.total += report.discounts.total
discounts.count += report.discounts.count
cash.totalOpening += report.cash.openingBalance
cash.totalCashSales += report.cash.cashSales
cash.totalCashIn += report.cash.cashIn
cash.totalCashOut += report.cash.cashOut
cash.totalExpected += report.cash.expectedBalance
if (report.cash.actualBalance !== null) cash.totalActual += report.cash.actualBalance
if (report.cash.overShort !== null) cash.totalOverShort += report.cash.overShort
}
// Round all aggregated values
for (const key of Object.keys(sales) as (keyof typeof sales)[]) {
sales[key] = Math.round(sales[key] * 100) / 100
}
for (const data of Object.values(payments)) {
data.total = Math.round(data.total * 100) / 100
}
discounts.total = Math.round(discounts.total * 100) / 100
for (const key of Object.keys(cash) as (keyof typeof cash)[]) {
cash[key] = Math.round(cash[key] * 100) / 100
}
return {
date,
location: { id: location.id, name: location.name },
sessions: sessionReports.map((r) => ({
id: r.session.id,
register: r.session.register,
openedBy: r.session.openedBy,
openedAt: r.session.openedAt,
closedAt: r.session.closedAt,
status: r.session.status,
overShort: r.cash.overShort,
grossSales: r.sales.grossSales,
})),
sales,
payments,
discounts,
cash,
}
},
}

View File

@@ -329,6 +329,7 @@ export const TransactionService = {
if (txn.status !== 'pending') throw new ConflictError('Transaction is not pending') if (txn.status !== 'pending') throw new ConflictError('Transaction is not pending')
// Require an open drawer session at the transaction's location // Require an open drawer session at the transaction's location
let drawerSessionId: string | null = null
if (txn.locationId) { if (txn.locationId) {
const [openDrawer] = await db const [openDrawer] = await db
.select({ id: drawerSessions.id }) .select({ id: drawerSessions.id })
@@ -338,6 +339,7 @@ export const TransactionService = {
if (!openDrawer) { if (!openDrawer) {
throw new ValidationError('Cannot complete transaction without an open drawer at this location') throw new ValidationError('Cannot complete transaction without an open drawer at this location')
} }
drawerSessionId = openDrawer.id
} }
// Validate cash payment (with optional nickel rounding) // Validate cash payment (with optional nickel rounding)
@@ -399,6 +401,7 @@ export const TransactionService = {
changeGiven, changeGiven,
roundingAdjustment: roundingAdjustment.toString(), roundingAdjustment: roundingAdjustment.toString(),
checkNumber: input.checkNumber, checkNumber: input.checkNumber,
drawerSessionId,
completedAt: new Date(), completedAt: new Date(),
updatedAt: new Date(), updatedAt: new Date(),
}) })

View File

@@ -181,6 +181,8 @@ export {
DrawerOpenSchema, DrawerOpenSchema,
DrawerCloseSchema, DrawerCloseSchema,
DrawerAdjustmentSchema, DrawerAdjustmentSchema,
RegisterCreateSchema,
RegisterUpdateSchema,
} from './pos.schema.js' } from './pos.schema.js'
export type { export type {
TransactionCreateInput, TransactionCreateInput,
@@ -192,6 +194,8 @@ export type {
DrawerOpenInput, DrawerOpenInput,
DrawerCloseInput, DrawerCloseInput,
DrawerAdjustmentInput, DrawerAdjustmentInput,
RegisterCreateInput,
RegisterUpdateInput,
} from './pos.schema.js' } from './pos.schema.js'
export { LogLevel, AppConfigUpdateSchema } from './config.schema.js' export { LogLevel, AppConfigUpdateSchema } from './config.schema.js'

View File

@@ -100,6 +100,7 @@ export type DiscountUpdateInput = z.infer<typeof DiscountUpdateSchema>
export const DrawerOpenSchema = z.object({ export const DrawerOpenSchema = z.object({
locationId: opt(z.string().uuid()), locationId: opt(z.string().uuid()),
registerId: opt(z.string().uuid()),
openingBalance: z.coerce.number().min(0), openingBalance: z.coerce.number().min(0),
}) })
export type DrawerOpenInput = z.infer<typeof DrawerOpenSchema> export type DrawerOpenInput = z.infer<typeof DrawerOpenSchema>
@@ -119,3 +120,17 @@ export const DrawerCloseSchema = z.object({
notes: opt(z.string()), notes: opt(z.string()),
}) })
export type DrawerCloseInput = z.infer<typeof DrawerCloseSchema> export type DrawerCloseInput = z.infer<typeof DrawerCloseSchema>
// --- Register schemas ---
export const RegisterCreateSchema = z.object({
locationId: z.string().uuid(),
name: z.string().min(1).max(100),
})
export type RegisterCreateInput = z.infer<typeof RegisterCreateSchema>
export const RegisterUpdateSchema = z.object({
name: z.string().min(1).max(100).optional(),
isActive: z.boolean().optional(),
})
export type RegisterUpdateInput = z.infer<typeof RegisterUpdateSchema>