offline sales upload

This commit is contained in:
2026-07-30 17:23:21 +05:30
parent eb6e750b6a
commit 9990355e19
7 changed files with 1316 additions and 3 deletions

View File

@@ -0,0 +1,576 @@
/**
* @license
* SPDX-License-Identifier: Apache-2.0
*/
/**
* Offline (counter) sales import.
*
* A sale rung up at the till never passes through the app, so nothing deducts
* its stock. This is the way that stock gets deducted: download a spreadsheet
* pre-filled with the outlet's catalogue, type sold quantities into it, upload
* it back. Imported sales become real orders, so they reduce stock through the
* same path an app order uses and show up in revenue reporting.
*
* The template must be downloaded rather than hand-written because `productid`
* is the only usable key for a product — SKUs are not unique in this catalogue
* (6,245 products share 93 sku values) and names are not unique either. The
* download fills productid in so nobody has to know it.
*
* Used by both surfaces. The admin console passes the outlet it has selected;
* the store user's page passes their own, which is the only one they can reach.
*/
import { useCallback, useMemo, useRef, useState } from 'react';
import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
import {
AlertTriangle,
CheckCircle2,
Download,
FileSpreadsheet,
Loader2,
RotateCcw,
Upload,
X,
XCircle,
} from 'lucide-react';
import {
getSaleTemplate,
uploadOfflineSales,
type OfflineSalesUploadResponse,
} from '../services/fiestaApi';
import {
downloadSaleTemplate,
parseSalesWorkbook,
summarise,
toBills,
type ParsedSheet,
} from '../services/offlineSalesSheet';
interface OfflineSalesUploadProps {
tenantId: number;
/** The outlet to credit. For a store user this is their own and is the only
* one reachable; for an admin it is the initial selection in `locations`. */
locationId: number;
/** Shown in the header so it is unambiguous which store is being credited. */
storeName?: string;
userId?: number;
/**
* Outlets the user may choose between. Passed by the admin console, whose
* users manage several branches and must say which one a bill belongs to.
* Omitted for a store user, which locks the import to their own outlet — the
* backend enforces the same thing regardless of what the file says.
*/
locations?: { locationid: number; locationname: string }[];
onClose: () => void;
}
const money = (n: number) =>
`${n.toLocaleString('en-IN', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
export default function OfflineSalesUpload({
tenantId,
locationId,
storeName,
userId,
locations,
onClose,
}: OfflineSalesUploadProps) {
const queryClient = useQueryClient();
const fileInputRef = useRef<HTMLInputElement>(null);
const [activeLocationId, setActiveLocationId] = useState(locationId);
const [parsed, setParsed] = useState<ParsedSheet | null>(null);
const [fileName, setFileName] = useState('');
const [dragging, setDragging] = useState(false);
const [result, setResult] = useState<OfflineSalesUploadResponse | null>(null);
const [uploadError, setUploadError] = useState('');
const templateQuery = useQuery({
queryKey: ['saleTemplate', tenantId, activeLocationId],
queryFn: () => getSaleTemplate({ tenantid: tenantId, locationid: activeLocationId }),
enabled: tenantId > 0 && activeLocationId > 0,
// Always refetched on open: a template is only useful if its stock figures
// and product list match the outlet right now.
staleTime: 0,
});
const summary = useMemo(() => (parsed ? summarise(parsed.rows) : null), [parsed]);
const blocked = Boolean(parsed && (parsed.fatal.length > 0 || (summary?.errors ?? 0) > 0));
const uploadMutation = useMutation({
mutationFn: async () => {
if (!parsed) throw new Error('No file loaded.');
return uploadOfflineSales({
tenantid: tenantId,
locationid: activeLocationId,
userid: userId,
bills: toBills(parsed.rows),
});
},
onSuccess: (res) => {
setResult(res);
setUploadError('');
// Stock has moved, so every view reading it is now stale. Invalidating
// broadly is deliberate — a partially-refreshed inventory screen after an
// import is worse than a few extra refetches.
queryClient.invalidateQueries();
},
onError: (err: Error) => setUploadError(err.message),
});
const loadFile = useCallback(
async (file: File) => {
setResult(null);
setUploadError('');
setFileName(file.name);
try {
const buffer = await file.arrayBuffer();
setParsed(parseSalesWorkbook(buffer, { tenantid: tenantId, locationid: activeLocationId }));
} catch {
setParsed({
tenantid: null,
locationid: null,
locationname: '',
rows: [],
skipped: 0,
fatal: ['That file could not be read. Upload the .xlsx template you downloaded.'],
});
}
},
[tenantId, activeLocationId],
);
const reset = () => {
setParsed(null);
setFileName('');
setResult(null);
setUploadError('');
if (fileInputRef.current) fileInputRef.current.value = '';
};
const picker = locations && locations.length > 1 ? locations : null;
const outletLabel =
picker?.find((l) => l.locationid === activeLocationId)?.locationname ||
storeName ||
templateQuery.data?.locationname ||
`Outlet ${activeLocationId}`;
return (
<div className="fixed inset-0 z-[200] flex items-center justify-center p-4">
<div className="absolute inset-0 bg-slate-900/50" onClick={onClose} />
<div className="relative z-10 flex max-h-[92vh] w-full max-w-6xl flex-col overflow-hidden rounded-xl bg-white shadow-2xl">
<div className="flex shrink-0 items-center justify-between bg-[#662582] px-6 py-4">
<div className="flex items-center gap-3">
<FileSpreadsheet size={20} className="text-white/90" />
<div>
<h2 className="text-lg font-bold tracking-tight text-white">Offline Sales Upload</h2>
<p className="text-xs text-white/70">
Counter sales for <span className="font-semibold text-white/90">{outletLabel}</span>
</p>
</div>
</div>
<button
onClick={onClose}
className="flex h-8 w-8 items-center justify-center rounded-full text-white/80 transition-colors hover:bg-white/10 hover:text-white"
aria-label="Close"
>
<X size={20} />
</button>
</div>
<div className="flex-1 overflow-y-auto p-6">
{result ? (
<ResultPanel result={result} onAnother={reset} onClose={onClose} />
) : (
<>
{/* Which branch. Only rendered for a user who has more than one —
a store user has no choice to make and showing them a picker
would imply they do. Changing it clears any loaded file, since
a file's productids belong to the outlet it was generated for. */}
{picker && (
<section className="mb-6 rounded-lg border border-amber-200 bg-amber-50 p-4">
<label className="block text-xs font-bold text-slate-800" htmlFor="offline-outlet">
Which store are these sales from?
</label>
<select
id="offline-outlet"
value={activeLocationId}
onChange={(e) => {
setActiveLocationId(Number(e.target.value));
reset();
}}
className="mt-2 w-full max-w-md rounded-lg border border-slate-300 bg-white px-3 py-2 text-sm font-medium text-slate-800 focus:border-[#662582] focus:outline-none"
>
{picker.map((l) => (
<option key={l.locationid} value={l.locationid}>
{l.locationname}
</option>
))}
</select>
<p className="mt-2 text-[11px] text-slate-600">
Stock is deducted from this store, and the template below is built from its catalogue.
</p>
</section>
)}
{/* Step 1 — the template. Presented first and prominently because
uploading anything else will not work. */}
<section className="mb-6 rounded-lg border border-slate-200 bg-slate-50 p-5">
<div className="flex flex-wrap items-center justify-between gap-4">
<div>
<h3 className="flex items-center gap-2 text-sm font-bold text-slate-800">
<span className="flex h-5 w-5 items-center justify-center rounded-full bg-[#662582] text-[11px] font-bold text-white">
1
</span>
Download the template for this store
</h3>
<p className="mt-1.5 text-xs leading-relaxed text-slate-600">
{templateQuery.isLoading
? 'Loading this outlets catalogue…'
: templateQuery.isError
? 'Could not load this outlets catalogue.'
: `${templateQuery.data?.products.length ?? 0} products stocked here. Fill in the qtysold column and upload the file back.`}
</p>
</div>
<button
onClick={() => templateQuery.data && downloadSaleTemplate(templateQuery.data)}
disabled={!templateQuery.data || templateQuery.isLoading}
className="flex items-center gap-2 rounded-lg bg-[#662582] px-4 py-2.5 text-sm font-semibold text-white transition-colors hover:bg-[#551f6d] disabled:cursor-not-allowed disabled:opacity-50"
>
{templateQuery.isLoading ? (
<Loader2 size={16} className="animate-spin" />
) : (
<Download size={16} />
)}
Download Template
</button>
</div>
{templateQuery.isError && (
<p className="mt-3 rounded border border-red-200 bg-red-50 px-3 py-2 text-xs text-red-700">
{(templateQuery.error as Error).message}
</p>
)}
</section>
{/* Step 2 — the file. */}
<section className="mb-6">
<h3 className="mb-3 flex items-center gap-2 text-sm font-bold text-slate-800">
<span className="flex h-5 w-5 items-center justify-center rounded-full bg-[#662582] text-[11px] font-bold text-white">
2
</span>
Upload the filled-in file
</h3>
<div
onDragOver={(e) => {
e.preventDefault();
setDragging(true);
}}
onDragLeave={() => setDragging(false)}
onDrop={(e) => {
e.preventDefault();
setDragging(false);
const file = e.dataTransfer.files?.[0];
if (file) void loadFile(file);
}}
onClick={() => fileInputRef.current?.click()}
className={`cursor-pointer rounded-lg border-2 border-dashed p-8 text-center transition-colors ${
dragging
? 'border-[#662582] bg-purple-50'
: 'border-slate-300 bg-white hover:border-slate-400 hover:bg-slate-50'
}`}
>
<Upload size={26} className="mx-auto mb-2 text-slate-400" />
<p className="text-sm font-medium text-slate-700">
{fileName || 'Drop the .xlsx file here, or click to choose'}
</p>
<p className="mt-1 text-xs text-slate-500">Only the template downloaded above will import correctly.</p>
<input
ref={fileInputRef}
type="file"
accept=".xlsx,.xls,.csv"
className="hidden"
onChange={(e) => {
const file = e.target.files?.[0];
if (file) void loadFile(file);
}}
/>
</div>
</section>
{/* Step 3 — the preview. Every problem is shown at once, against
the operator's own row numbers, so the file can be fixed in one
pass rather than one rejection at a time. */}
{parsed && (
<section>
<h3 className="mb-3 flex items-center gap-2 text-sm font-bold text-slate-800">
<span className="flex h-5 w-5 items-center justify-center rounded-full bg-[#662582] text-[11px] font-bold text-white">
3
</span>
Check and confirm
</h3>
{parsed.fatal.length > 0 && (
<div className="mb-4 rounded-lg border border-red-200 bg-red-50 p-4">
{parsed.fatal.map((f, i) => (
<p key={i} className="flex items-start gap-2 text-sm text-red-800">
<XCircle size={16} className="mt-0.5 shrink-0" />
{f}
</p>
))}
</div>
)}
{summary && parsed.rows.length > 0 && (
<>
<div className="mb-4 grid grid-cols-2 gap-3 sm:grid-cols-5">
<Stat label="Bills" value={String(summary.bills)} />
<Stat label="Lines" value={String(summary.lines)} />
<Stat label="Units" value={String(summary.units)} />
<Stat label="Amount" value={money(summary.amount)} />
<Stat
label="Problems"
value={String(summary.errors)}
tone={summary.errors > 0 ? 'bad' : 'good'}
/>
</div>
{summary.errors > 0 && (
<p className="mb-3 flex items-center gap-2 rounded border border-red-200 bg-red-50 px-3 py-2 text-xs font-medium text-red-800">
<XCircle size={14} />
{summary.errors} row{summary.errors === 1 ? '' : 's'} must be fixed in the file before this can be
uploaded.
</p>
)}
{summary.errors === 0 && summary.warnings > 0 && (
<p className="mb-3 flex items-center gap-2 rounded border border-amber-200 bg-amber-50 px-3 py-2 text-xs font-medium text-amber-800">
<AlertTriangle size={14} />
{summary.warnings} row{summary.warnings === 1 ? '' : 's'} have warnings. You can still upload.
</p>
)}
{parsed.skipped > 0 && (
<p className="mb-3 text-xs text-slate-500">
{parsed.skipped} row{parsed.skipped === 1 ? '' : 's'} had no quantity and were ignored.
</p>
)}
<div className="max-h-72 overflow-auto rounded-lg border border-slate-200">
<table className="w-full min-w-[820px] text-left text-xs">
<thead className="sticky top-0 bg-slate-100 text-[11px] uppercase tracking-wide text-slate-600">
<tr>
<th className="px-3 py-2 font-semibold">Row</th>
<th className="px-3 py-2 font-semibold">Product</th>
<th className="px-3 py-2 text-right font-semibold">Qty</th>
<th className="px-3 py-2 text-right font-semibold">Price</th>
<th className="px-3 py-2 text-right font-semibold">Amount</th>
<th className="px-3 py-2 font-semibold">Bill</th>
<th className="px-3 py-2 font-semibold">Status</th>
</tr>
</thead>
<tbody className="divide-y divide-slate-100">
{parsed.rows.map((r) => {
const bad = r.errors.length > 0;
const warn = !bad && r.warnings.length > 0;
return (
<tr
key={r.excelRow}
className={bad ? 'bg-red-50' : warn ? 'bg-amber-50' : 'bg-white'}
>
<td className="px-3 py-2 font-mono text-slate-500">{r.excelRow}</td>
<td className="px-3 py-2">
<span className="font-medium text-slate-800">{r.productname || '—'}</span>
<span className="ml-1.5 font-mono text-[10px] text-slate-400">#{r.productid}</span>
</td>
<td className="px-3 py-2 text-right font-semibold text-slate-800">{r.qtysold}</td>
<td className="px-3 py-2 text-right text-slate-600">
{r.unitprice ? money(r.unitprice) : <span className="text-amber-600"></span>}
</td>
<td className="px-3 py-2 text-right text-slate-600">
{money(Math.max(0, (r.unitprice ?? 0) * r.qtysold - r.discountamount))}
</td>
<td className="px-3 py-2 font-mono text-slate-500">{r.billno || '—'}</td>
<td className="px-3 py-2">
{bad ? (
<span className="text-red-700">{r.errors.join('; ')}</span>
) : warn ? (
<span className="text-amber-700">{r.warnings.join('; ')}</span>
) : (
<span className="flex items-center gap-1 text-emerald-700">
<CheckCircle2 size={12} /> ready
</span>
)}
</td>
</tr>
);
})}
</tbody>
</table>
</div>
</>
)}
{uploadError && (
<p className="mt-4 rounded border border-red-200 bg-red-50 px-3 py-2 text-sm text-red-800">
{uploadError}
</p>
)}
</section>
)}
</>
)}
</div>
{!result && (
<div className="flex shrink-0 items-center justify-between gap-3 border-t border-slate-200 bg-slate-50 px-6 py-4">
<p className="text-xs text-slate-500">
Imported sales reduce stock and appear in Orders marked <span className="font-semibold">OFFLINE</span>.
Re-uploading the same file will not deduct twice.
</p>
<div className="flex items-center gap-3">
{parsed && (
<button
onClick={reset}
className="flex items-center gap-1.5 rounded-lg border border-slate-300 bg-white px-4 py-2 text-sm font-medium text-slate-700 transition-colors hover:bg-slate-100"
>
<RotateCcw size={14} /> Clear
</button>
)}
<button
onClick={() => uploadMutation.mutate()}
disabled={!parsed || blocked || uploadMutation.isPending}
className="flex items-center gap-2 rounded-lg bg-[#662582] px-5 py-2 text-sm font-semibold text-white transition-colors hover:bg-[#551f6d] disabled:cursor-not-allowed disabled:opacity-40"
>
{uploadMutation.isPending ? (
<>
<Loader2 size={16} className="animate-spin" /> Importing
</>
) : (
<>
<Upload size={16} /> Import {summary?.bills ? `${summary.bills} Bill${summary.bills === 1 ? '' : 's'}` : 'Sales'}
</>
)}
</button>
</div>
</div>
)}
</div>
</div>
);
}
function Stat({ label, value, tone }: { label: string; value: string; tone?: 'good' | 'bad' }) {
const valueTone = tone === 'bad' ? 'text-red-700' : tone === 'good' ? 'text-emerald-700' : 'text-slate-900';
return (
<div className="rounded-lg border border-slate-200 bg-white px-3 py-2">
<p className="text-[10px] font-semibold uppercase tracking-wide text-slate-500">{label}</p>
<p className={`text-base font-bold ${valueTone}`}>{value}</p>
</div>
);
}
/**
* Per-bill outcome. Duplicates are reported as their own neutral category
* rather than as failures: a re-upload being refused is the safeguard working,
* and calling it an error would push people towards "fixing" it.
*/
function ResultPanel({
result,
onAnother,
onClose,
}: {
result: OfflineSalesUploadResponse;
onAnother: () => void;
onClose: () => void;
}) {
return (
<div>
<div className="mb-5 flex items-start gap-3 rounded-lg border border-slate-200 bg-slate-50 p-5">
{result.imported > 0 ? (
<CheckCircle2 size={22} className="mt-0.5 shrink-0 text-emerald-600" />
) : (
<AlertTriangle size={22} className="mt-0.5 shrink-0 text-amber-600" />
)}
<div>
<h3 className="text-base font-bold text-slate-900">
{result.imported > 0
? `${result.imported} bill${result.imported === 1 ? '' : 's'} imported`
: 'Nothing was imported'}
</h3>
<p className="mt-1 text-sm text-slate-600">
{result.imported > 0 && <>Stock has been reduced and {money(result.totalamount)} recorded as revenue. </>}
{result.duplicate > 0 && (
<>
{result.duplicate} bill{result.duplicate === 1 ? ' was' : 's were'} already imported and{' '}
{result.duplicate === 1 ? 'was' : 'were'} skipped.{' '}
</>
)}
{result.failed > 0 && (
<>
{result.failed} bill{result.failed === 1 ? '' : 's'} could not be imported see below.
</>
)}
</p>
</div>
</div>
<div className="overflow-hidden rounded-lg border border-slate-200">
<table className="w-full text-left text-xs">
<thead className="bg-slate-100 text-[11px] uppercase tracking-wide text-slate-600">
<tr>
<th className="px-3 py-2 font-semibold">Bill</th>
<th className="px-3 py-2 font-semibold">Result</th>
<th className="px-3 py-2 font-semibold">Order</th>
<th className="px-3 py-2 text-right font-semibold">Items</th>
<th className="px-3 py-2 text-right font-semibold">Amount</th>
<th className="px-3 py-2 font-semibold">Detail</th>
</tr>
</thead>
<tbody className="divide-y divide-slate-100">
{result.results.map((r, i) => (
<tr
key={`${r.billno}-${i}`}
className={
r.status === 'imported' ? 'bg-white' : r.status === 'duplicate' ? 'bg-slate-50' : 'bg-red-50'
}
>
<td className="px-3 py-2 font-mono text-slate-700">{r.billno || '—'}</td>
<td className="px-3 py-2">
{r.status === 'imported' && (
<span className="rounded bg-emerald-100 px-2 py-0.5 font-semibold text-emerald-800">imported</span>
)}
{r.status === 'duplicate' && (
<span className="rounded bg-slate-200 px-2 py-0.5 font-semibold text-slate-700">already done</span>
)}
{r.status === 'failed' && (
<span className="rounded bg-red-100 px-2 py-0.5 font-semibold text-red-800">failed</span>
)}
</td>
<td className="px-3 py-2 font-mono text-slate-600">{r.orderid || '—'}</td>
<td className="px-3 py-2 text-right text-slate-600">{r.itemcount || '—'}</td>
<td className="px-3 py-2 text-right text-slate-600">{r.amount ? money(r.amount) : '—'}</td>
<td className="px-3 py-2 text-slate-600">{r.message}</td>
</tr>
))}
</tbody>
</table>
</div>
<div className="mt-6 flex justify-end gap-3">
<button
onClick={onAnother}
className="rounded-lg border border-slate-300 bg-white px-4 py-2 text-sm font-medium text-slate-700 transition-colors hover:bg-slate-100"
>
Upload Another File
</button>
<button
onClick={onClose}
className="rounded-lg bg-[#662582] px-5 py-2 text-sm font-semibold text-white transition-colors hover:bg-[#551f6d]"
>
Done
</button>
</div>
</div>
);
}