Expand POS planning — discounts, returns, cash management, training mode, customer display, quick keys

planning/28_Frontend_Strategy.md

@@ -76,18 +76,88 @@ The POS terminal stays authenticated but locks between use. Staff unlock with a
 
 This gives full audit trail (who did what) without the friction of typing credentials hundreds of times a day.
 
+**Discounts & price overrides:**
+- Line item discount (percentage or flat dollar amount)
+- Whole-cart discount (e.g. 10% off everything)
+- Price override with reason code (item rings up wrong, manual correction)
+- Manager override: cashier attempts a discount or void above their permission level, manager punches their PIN to approve without taking over the session. Logged as "approved by [manager] for [cashier]"
+- Configurable discount limits per role (e.g. sales associate can give up to 10%, manager up to 25%, admin unlimited)
+
+**Parked carts / layaway:**
+- Park a cart — customer wants to keep shopping or come back later
+- Multiple parked carts, each tagged with customer name or account
+- Retrieve a parked cart to resume the sale
+- Layaway: park with a deposit, schedule remaining payments
+- Auto-expire parked carts after configurable period (default: 7 days)
+
+**Gift cards & store credit:**
+- Sell a gift card (physical or digital, generates a unique code)
+- Redeem gift card as payment method (scan or type code)
+- Check balance
+- Issue store credit (returns, adjustments) — tied to an account
+- Store credit appears as a payment option when account is linked to the sale
+
+**Returns:**
+- With receipt: lookup transaction by receipt number or barcode, select items, refund to original payment method
+- Without receipt: store credit only, capped amount (configurable), requires manager override
+- Exchange: return + new sale in one transaction
+- Restocking fee support (percentage or flat, configurable per category)
+- Returned items: prompt for condition (resellable, damaged, defective) — updates inventory accordingly
+
+**End of day / cash management:**
+- **Open session:** cashier counts starting cash, enters amount, system records
+- **Cash drops:** mid-shift safe drops, logged with amount and time
+- **Close session:** two modes:
+  - *Counted close:* cashier counts the drawer, enters totals by denomination, system calculates over/short
+  - *Blind close:* cashier counts and enters total without seeing expected amount — prevents fudging
+- **Z report:** end-of-day summary — gross sales, net sales, tax collected, payment method breakdown (cash, card, gift card, store credit), refunds, discounts given, over/short
+- **X report:** mid-day snapshot (same data as Z but doesn't close the session)
+- All reports printable on receipt printer
+
+**Training mode:**
+- Toggle per POS session — transactions don't hit real inventory or accounting
+- Visually distinct: large "TRAINING MODE" banner across the screen, different background color
+- Manager enables/disables via their PIN
+- Training transactions are logged separately for review but don't affect reports or stock
+
+**Customer-facing display:**
+- Second screen (or portion of a split screen) showing the customer what's being rung up
+- Line items, quantities, prices, running total
+- Shows payment status ("Insert card", "Approved", "Change due: $4.25")
+- Some jurisdictions legally require itemized display during transaction
+- Configurable: on/off, which screen, store branding/logo
+
+**Quick keys / favorites:**
+- Configurable grid of frequently sold items (strings, picks, reeds, cables, lesson payments)
+- Admin configures the grid layout (drag and drop in admin UI)
+- Supports categories/tabs (e.g. "Accessories", "Lessons", "Repairs")
+- Faster than searching — one tap to add to cart
+- Can also map to common actions (open drawer, apply house discount, gift card sale)
+
+**Receipts:**
+- Thermal printer via ESC/POS (USB or network)
+- Browser print fallback with receipt-formatted CSS
+- Email receipt option (if customer has account with email)
+- Text/SMS receipt (future, via email system)
+- Configurable header/footer (store name, address, return policy, social media)
+- Barcode/QR on receipt for easy return lookup
+
 **Key screens:**
 1. **Lock screen** — numeric keypad, current time, store name
-2. **Sale screen** — product search (left), cart (right), totals + pay button (bottom)
-3. **Payment screen** — amount due, payment method selection, card terminal status, change calculation
-4. **Return/exchange screen** — lookup original transaction, select items, process refund
-5. **Drawer management** — open session, cash drops, close session with counts
+2. **Sale screen** — product search (left), quick keys (top), cart (right), totals + pay button (bottom)
+3. **Payment screen** — amount due, payment method selection, card terminal status, change calculation, tip (optional)
+4. **Return/exchange screen** — lookup original transaction, select items, refund method, condition prompt
+5. **Parked carts** — list of held transactions, tap to resume
+6. **Drawer management** — open session, cash drops, close session with denomination counting
+7. **Reports** — X report, Z report, transaction history for current session
 
 **Hardware integration:**
 - Barcode scanner: keyboard wedge (types into focused input, no special API)
 - Card reader: local network or USB terminal via Stripe Terminal SDK or Global Payments SDK
 - Cash drawer: triggered via receipt printer (kick pulse) or USB relay
 - Receipt printer: ESC/POS over USB or network, or browser `window.print()` with receipt-formatted CSS
+- Customer display: secondary screen via `window.open()` or dedicated display API
+- Scale (future): for items sold by weight
 
 ## 2.3 Floor App — `packages/floor`