Commit Graph

8 Commits

Author SHA1 Message Date
ryan
45fd6d34eb feat: email receipts and repair estimates
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Backend:
- Server-side HTML email templates (receipt + estimate) with inline CSS
- POST /v1/transactions/:id/email-receipt with per-transaction rate limiting
- POST /v1/repair-tickets/:id/email-estimate with per-ticket rate limiting
- customerEmail field added to receipt and ticket detail responses
- Test email provider for API tests (logs instead of sending)

Frontend:
- POS payment dialog Email button enabled with inline email input
- Pre-fills customer email from linked account
- Repair ticket detail page has Email Estimate button with dialog
- Pre-fills from account email

Tests:
- 12 unit tests for email template renderers
- 8 API tests for email receipt/estimate endpoints and validation

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-05 20:32:52 +00:00
ryan
7d9aeaf188 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>
2026-04-05 16:05:19 +00:00
ryan
be8cc0ad8b fix: code review fixes + unit/API tests for repair-POS integration
Code review fixes:
- Wrap createFromRepairTicket() in DB transaction for atomicity
- Wrap complete() inventory + status updates in DB transaction
- Repair ticket status update now atomic with transaction completion
- Add Zod validation on from-repair route body
- Fix requiresDiscountOverride: threshold and manual_discount are independent checks
- Order discount distributes proportionally across line items (not first-only)
- Extract shared receipt calculations into useReceiptData/useBarcode hooks
- Add error handling for barcode generation

Tests:
- Unit: consumable tax category mapping, exempt rate short-circuit
- API: ready-for-pickup listing + search, from-repair transaction creation,
  consumable exclusion from line items, tax rate verification (labor=service,
  part=goods), duplicate prevention, ticket auto-pickup on payment completion,
  isConsumable product filter

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-05 16:05:19 +00:00
ryan
95cf017b4b feat: repair-POS integration, receipt formats, manager overrides, price adjustments
- Add thermal/full-page receipt format toggle (per-device, localStorage)
- Full-page receipt uses clean invoice layout matching repair PDF style
- Settings page reorganized into tabbed sections (Store, Locations, Modules, Receipt, POS Security, Advanced)
- Manager override system: configurable PIN prompt for void, refund, discount, cash in/out
- Discount threshold setting: require manager approval above X%
- Consumable product type: tracked for internal job costing, excluded from POS search, receipts, and customer-facing totals
- Repair line item dialog: product picker dropdown for parts/consumables from inventory
- Repair → POS checkout: load ready-for-pickup tickets into repair_payment transactions with proper tax categories (labor=service, parts=goods)
- Transaction completion auto-updates repair ticket status to picked_up
- POS Repairs dialog with Pickup and New Intake tabs, customer account lookup
- Inline price adjustment on cart items: % off, $ off, or set price with live preview
- Order-level discount button with same three input modes
- Backend: migration 0043 (consumable enum + is_consumable flag), createFromRepairTicket service, ready-for-pickup endpoint
- Fix: backend dev script uses --env-file for turbo compatibility

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-05 16:05:19 +00:00
ryan
d21972212b feat: customer lookup from POS with order history and item search
- Customer dialog in cart panel: search accounts by name, phone, email, account #
- Selected customer shown with name, phone, email in cart header
- accountId passed when creating transactions
- Order history view: tap a transaction to expand and see line items
- Item search in history (e.g. "strings") — filters orders containing that item
- Backend: add accountId and itemSearch filters to transaction list endpoint
- itemSearch uses EXISTS subquery on line item descriptions (ILIKE)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-05 16:05:19 +00:00
ryan
1673e18fe8 fix: require open drawer to complete transactions, fix product price field
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- Backend enforces open drawer at location before completing any transaction
- Frontend disables payment buttons when drawer is closed with warning message
- Fix product price field name (price, not sellingPrice) in POS API types
- Fix seed UUIDs to use valid UUID v4 format (version nibble must be 1-8)
- Fix Vite allowedHosts for dev.lunarfront.tech access
- Add e2e test for drawer enforcement (39 POS tests now pass)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-04 19:54:07 +00:00
ryan
8256380cd1 feat: add cash rounding, POS test suite, and fix test harness port cleanup
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- Add Swedish rounding (nearest nickel) for cash payments at locations with cash_rounding enabled
- Add rounding_adjustment column to transactions, cash_rounding to locations
- Add POS schema to database plugin for relational query support
- Complete/void routes now return full transaction with line items via getById
- Test harness killPort falls back to fuser when lsof unavailable (fixes stale process bug)
- Add 35-test POS API suite covering discounts, drawer, transactions, tax, rounding, e2e flow
- Add unit tests for tax service and POS Zod schemas

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-04 18:23:05 +00:00
ryan
7b15f18e59 feat: add core POS module — transactions, discounts, drawer, tax
Phase 3a backend API for point-of-sale. Includes:

Schema (packages/backend/src/db/schema/pos.ts):
- pgEnums: transaction_type, transaction_status, payment_method,
  discount_type, discount_applies_to, drawer_status
- Tables: transaction, transaction_line_item, discount,
  discount_audit, drawer_session
- Transaction links to accounts, repair_tickets, repair_batches
- Line items link to products and inventory_units

Tax system:
- tax_rate + service_tax_rate columns on location
- tax_category enum (goods/service/exempt) on product
- Tax resolves per line item: goods→tax_rate, service→service_tax_rate,
  exempt→0. Repair line items map: part→goods, labor→service
- GET /tax/lookup/:zip stubbed for future API integration (TAX_API_KEY)

Services (export const pattern, matching existing codebase):
- TransactionService: create, addLineItem, removeLineItem, applyDiscount,
  recalculateTotals, complete (decrements inventory), void, getReceipt
- DiscountService: CRUD + listAll for dropdowns
- DrawerService: open/close with expected balance + over/short calc
- TaxService: getRateForLocation (by tax category), calculateTax

Routes:
- POST/GET /transactions, GET /transactions/:id, GET /transactions/:id/receipt
- POST /transactions/:id/line-items, DELETE /transactions/:id/line-items/:id
- POST /transactions/:id/discounts, /complete, /void
- POST /drawer/open, POST /drawer/:id/close, GET /drawer/current, GET /drawer
- CRUD /discounts + GET /discounts/all
- GET /products/lookup/upc/:upc (barcode scanner support)

All routes gated by pos.view/pos.edit/pos.admin + withModule('pos').
POS module already seeded in migration 0026.

Still needed: bun install, drizzle-kit generate + migrate, tests, lint.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-04 16:26:38 +00:00