05/07 Phase 3: initial codes

This commit is contained in:
2026-05-07 12:17:19 -04:00
parent 6e5518c103
commit ce462c57b2
107 changed files with 6365 additions and 208 deletions
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{% extends "tenant/layouts/base.html" %}
{% block title %}POS Checkout{% endblock %}
{% block content %}
<h4 class="fw-bold mb-4"><i class="bi bi-cash-register me-2"></i>Checkout</h4>
<form method="POST" action="{{ url_for('pos.submit') }}" novalidate>
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
{% if appointment %}
<input type="hidden" name="appointment_id" value="{{ appointment.id }}">
{% endif %}
<div class="row g-3">
<!-- Left: items -->
<div class="col-lg-7">
<div class="card shadow-sm mb-3">
<div class="card-header fw-semibold">Services</div>
<div class="card-body">
{% for s in services %}
<div class="form-check mb-1">
<input class="form-check-input" type="checkbox" name="service_ids"
value="{{ s.id }}" id="svc_{{ s.id }}"
{{ 'checked' if appointment and appointment.service_id == s.id }}>
<label class="form-check-label" for="svc_{{ s.id }}">
{{ s.name }} <span class="text-muted small">({{ s.duration_min }}min)</span>
<span class="fw-semibold">${{ "%.2f"|format(s.price) }}</span>
</label>
</div>
{% endfor %}
</div>
</div>
{% if services %}
<div class="card shadow-sm mb-3">
<div class="card-header fw-semibold">Products</div>
<div class="card-body">
{% for p in products %}
<div class="form-check mb-1">
<input class="form-check-input" type="checkbox" name="product_ids"
value="{{ p.id }}" id="prod_{{ p.id }}">
<label class="form-check-label" for="prod_{{ p.id }}">
{{ p.name }} <span class="fw-semibold">${{ "%.2f"|format(p.sale_price) }}</span>
</label>
</div>
{% endfor %}
</div>
</div>
{% endif %}
</div>
<!-- Right: payment details -->
<div class="col-lg-5">
<div class="card shadow-sm mb-3">
<div class="card-header fw-semibold">Payment Details</div>
<div class="card-body">
<div class="mb-3">
<label class="form-label">Customer</label>
<select class="form-select" name="customer_id">
<option value="">— Walk-in / No Customer —</option>
{% for c in customers %}
<option value="{{ c.id }}"
{{ 'selected' if appointment and appointment.customer_id == c.id }}>
{{ c.name }}
</option>
{% endfor %}
</select>
</div>
<div class="mb-3">
<label class="form-label">Staff</label>
<select class="form-select" name="staff_id">
<option value="">— Not assigned —</option>
{% for s in staff_list %}
<option value="{{ s.id }}"
{{ 'selected' if appointment and appointment.staff_id == s.id }}>
{{ s.name }}
</option>
{% endfor %}
</select>
</div>
<div class="mb-3">
<label class="form-label">Payment Method</label>
<select class="form-select" name="payment_method">
{% for m in payment_methods %}
<option value="{{ m }}">{{ m.title() }}</option>
{% endfor %}
</select>
</div>
<div class="mb-3">
<label class="form-label">Payment Reference <small class="text-muted">(optional)</small></label>
<input type="text" class="form-control" name="payment_reference"
placeholder="Transaction ID, note…">
</div>
<div class="mb-3">
<label class="form-label">Tip ($)</label>
<input type="number" step="0.01" class="form-control" name="tip_amount"
value="0" min="0">
</div>
<div class="mb-3">
<label class="form-label">Gift Card Code</label>
<input type="text" class="form-control font-monospace" name="gift_card_code"
placeholder="XXXX-XXXX-XXXX">
</div>
<div class="form-check mb-3">
<input class="form-check-input" type="checkbox" name="rebook" value="1" id="rebook">
<label class="form-check-label" for="rebook">Schedule next visit after checkout</label>
</div>
<div class="d-grid">
<button type="submit" class="btn btn-success btn-lg">
<i class="bi bi-check-circle me-2"></i>Complete Checkout
</button>
</div>
</div>
</div>
</div>
</div>
</form>
{% endblock %}
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{% extends "tenant/layouts/base.html" %}
{% block title %}Schedule Next Visit{% endblock %}
{% block content %}
<div class="row justify-content-center">
<div class="col-md-6">
<div class="card shadow-sm">
<div class="card-header fw-semibold"><i class="bi bi-calendar-plus me-2"></i>Schedule Next Visit</div>
<div class="card-body">
{% if error %}<div class="alert alert-danger py-2">{{ error }}</div>{% endif %}
<form method="POST" novalidate>
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<div class="mb-3">
<label class="form-label">Date & Time <span class="text-danger">*</span></label>
<input type="datetime-local" class="form-control" name="start_time" required>
</div>
<div class="mb-3">
<label class="form-label">Service</label>
<select class="form-select" name="service_id">
<option value="">— Same as today —</option>
{% for s in services %}
<option value="{{ s.id }}">{{ s.name }}</option>
{% endfor %}
</select>
</div>
<div class="mb-3">
<label class="form-label">Staff</label>
<select class="form-select" name="staff_id">
<option value="">— Any —</option>
{% for s in staff_list %}
<option value="{{ s.id }}" {{ 'selected' if transaction.staff_id == s.id }}>{{ s.name }}</option>
{% endfor %}
</select>
</div>
<div class="d-flex gap-2">
<button type="submit" class="btn btn-primary">Schedule</button>
<a href="{{ url_for('pos.receipt', transaction_id=transaction.id) }}" class="btn btn-outline-secondary">Skip</a>
</div>
</form>
</div>
</div>
</div>
</div>
{% endblock %}
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{% extends "tenant/layouts/base.html" %}
{% block title %}Receipt #{{ transaction.id }}{% endblock %}
{% block content %}
<div class="row justify-content-center">
<div class="col-md-6">
<div class="card shadow-sm">
<div class="card-body p-4">
<div class="text-center mb-4">
<h5 class="fw-bold">{{ tenant.name }}</h5>
{% if location %}<p class="text-muted small mb-0">{{ location.name }}</p>{% endif %}
<p class="text-muted small">{{ transaction.created_at.strftime('%B %d, %Y %I:%M %p') }}</p>
<p class="text-muted small">Receipt #{{ transaction.id }}</p>
{% if transaction.voided_at %}
<div class="alert alert-danger py-1 mt-2">VOIDED — {{ transaction.void_reason }}</div>
{% endif %}
</div>
<table class="table table-sm mb-3">
<tbody>
{% for item in items %}
<tr>
<td>
{% if item.service %}{{ item.service.name }}
{% elif item.product %}{{ item.product.name }}
{% endif %}
{% if item.discount_percent > 0 %}
<span class="badge bg-success ms-1">{{ item.discount_percent }}% off</span>
{% endif %}
</td>
<td class="text-end">
{% if item.discount_percent > 0 %}
<del class="text-muted small">${{ "%.2f"|format(item.original_price) }}</del>
{% endif %}
${{ "%.2f"|format(item.unit_price) }}
</td>
</tr>
{% endfor %}
</tbody>
<tfoot class="fw-semibold">
{% if transaction.discount > 0 %}
<tr class="text-success"><td>Savings</td><td class="text-end">-${{ "%.2f"|format(transaction.discount) }}</td></tr>
{% endif %}
{% if transaction.tip_amount > 0 %}
<tr><td>Tip</td><td class="text-end">${{ "%.2f"|format(transaction.tip_amount) }}</td></tr>
{% endif %}
{% if transaction.gift_card_amount > 0 %}
<tr class="text-info"><td>Gift Card</td><td class="text-end">-${{ "%.2f"|format(transaction.gift_card_amount) }}</td></tr>
{% endif %}
<tr class="table-dark fs-5"><td>Total</td><td class="text-end">${{ "%.2f"|format(transaction.total) }}</td></tr>
<tr><td>Payment</td><td class="text-end">{{ transaction.payment_method.title() }}</td></tr>
</tfoot>
</table>
<div class="d-flex gap-2 justify-content-center flex-wrap">
<a href="{{ url_for('pos.checkout') }}" class="btn btn-primary">New Transaction</a>
<a href="{{ url_for('pos.rebook', transaction_id=transaction.id) }}" class="btn btn-outline-primary">Rebook</a>
{% if not transaction.voided_at %}
<a href="{{ url_for('pos.void', transaction_id=transaction.id) }}" class="btn btn-outline-danger">Void</a>
{% endif %}
<a href="{{ url_for('pos.transactions') }}" class="btn btn-outline-secondary">Transactions</a>
</div>
</div>
</div>
</div>
</div>
{% endblock %}
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{% extends "tenant/layouts/base.html" %}
{% block title %}Transactions{% endblock %}
{% block content %}
<div class="d-flex justify-content-between align-items-center mb-3">
<h4 class="fw-bold mb-0">Transactions</h4>
<input type="date" class="form-control form-control-sm" value="{{ view_date.isoformat() }}"
onchange="window.location='{{ url_for('pos.transactions') }}?date='+this.value"
style="width:150px;">
</div>
<div class="card shadow-sm">
<div class="table-responsive">
<table class="table table-hover mb-0">
<thead class="table-light"><tr><th>Time</th><th>Customer</th><th>Staff</th><th>Total</th><th>Method</th><th>Tip</th><th></th></tr></thead>
<tbody>
{% for t in transactions %}
<tr>
<td class="small">{{ t.created_at.strftime('%I:%M %p') }}</td>
<td class="small">{{ t.customer.name if t.customer else '—' }}</td>
<td class="small">{{ t.staff.name if t.staff else '—' }}</td>
<td class="fw-semibold">${{ "%.2f"|format(t.total) }}</td>
<td class="small">{{ t.payment_method.title() }}</td>
<td class="small">{% if t.tip_amount > 0 %}${{ "%.2f"|format(t.tip_amount) }}{% else %}—{% endif %}</td>
<td><a href="{{ url_for('pos.receipt', transaction_id=t.id) }}" class="btn btn-outline-secondary btn-sm">View</a></td>
</tr>
{% else %}
<tr><td colspan="7" class="text-center text-muted py-4">No transactions for this day.</td></tr>
{% endfor %}
</tbody>
</table>
</div>
</div>
{% endblock %}
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{% extends "tenant/layouts/base.html" %}
{% block title %}Void Transaction{% endblock %}
{% block content %}
<div class="row justify-content-center">
<div class="col-md-5">
<div class="card shadow-sm border-danger">
<div class="card-header bg-danger text-white fw-semibold">Void Transaction #{{ transaction.id }}</div>
<div class="card-body">
<p class="text-muted">Total: <strong>${{ "%.2f"|format(transaction.total) }}</strong></p>
{% if error %}<div class="alert alert-danger py-2">{{ error }}</div>{% endif %}
<form method="POST" novalidate onsubmit="return confirm('Are you sure you want to void this transaction?')">
<input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
<div class="mb-3">
<label class="form-label">Reason <span class="text-danger">*</span></label>
<input type="text" class="form-control" name="reason" required autofocus>
</div>
<div class="d-flex gap-2">
<button type="submit" class="btn btn-danger">Confirm Void</button>
<a href="{{ url_for('pos.receipt', transaction_id=transaction.id) }}" class="btn btn-outline-secondary">Cancel</a>
</div>
</form>
</div>
</div>
</div>
</div>
{% endblock %}