RECORDGOD/app/sales_routes.py
type-two 4ab9c09899 feat(pos): Square Terminal payments — push checkout to a paired terminal
app/square.py (Terminal Checkout API: device-code pairing, create/poll/cancel checkout;
creds in vault, device_id in sales_setting). /sales/terminal/{status,pair,pair/{id},
checkout,checkout/{id},checkout/{id}/cancel}. POS: 📟 Terminal payment method (shown when
paired) → pushes total to the terminal, polls, finalises the sale only on COMPLETED;
Settings → Pair a terminal (device-code flow). square_* added to admin Connections.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-23 17:57:26 +10:00

396 lines
18 KiB
Python

import json
import secrets
from datetime import datetime
from fastapi import APIRouter, Depends, HTTPException, Query
from pydantic import BaseModel
from sqlalchemy import text
from . import mailer, receipts, square
from .auth import require_token
from .db import get_db
# Point-of-sale — ring up sales, line/cart discounts, split tender, payment plans (holds),
# trade-in credit. Ported from WowPlatter's sales engine onto RecordGod's own tables.
router = APIRouter(prefix="/sales", tags=["sales"])
class LineIn(BaseModel):
sku: str
title: str | None = None
qty: int = 1
unit_price: float
discount: float = 0
class SaleIn(BaseModel):
items: list[LineIn]
cart_discount: float = 0
tax_rate: float = 0
payment_method: str = "cash"
split: list[dict] | None = None
hold: dict | None = None
trade_in: float = 0
tendered: float | None = None # cash given (for the change line on the receipt)
notes: str | None = None
customer_id: int | None = None # 0 = guest sale; None when unset
class PayIn(BaseModel):
amount: float
method: str = "cash"
class CustomerIn(BaseModel):
first_name: str
last_name: str | None = ""
email: str | None = None
phone: str | None = None
address: str | None = None
@router.get("/search")
async def search_items(q: str = Query(""), ident=Depends(require_token), db=Depends(get_db)):
"""Find in-stock items to ring up — title/artist/sku/barcode. The counter's search bar."""
if not q.strip():
return {"items": []}
rows = await db.execute(text("""
SELECT i.sku, coalesce(i.title, dc.title) AS title, dc.artist, dc.thumb,
i.price::float AS price, i.condition, i.crate_id, c.label_text AS crate
FROM inventory i
LEFT JOIN disc_cache dc ON dc.release_id = i.release_id
LEFT JOIN crate c ON c.id = i.crate_id
WHERE i.store_id = 1 AND i.in_stock
AND (i.sku ILIKE :q OR i.identifier = :raw
OR coalesce(i.title, dc.title) ILIKE :q OR dc.artist ILIKE :q)
ORDER BY i.updated_at DESC NULLS LAST LIMIT 25
"""), {"q": f"%{q.strip()}%", "raw": q.strip()})
return {"items": [dict(r) for r in rows.mappings()]}
@router.post("")
async def create_sale(body: SaleIn, ident=Depends(require_token), db=Depends(get_db)):
if not body.items:
raise HTTPException(400, "no items")
gross = sum(li.unit_price * li.qty for li in body.items)
line_disc = sum(li.discount for li in body.items)
sub_after = gross - line_disc - body.cart_discount
tax = round(sub_after * body.tax_rate / 100, 2)
total = round(sub_after + tax - body.trade_in, 2)
is_hold = bool(body.hold)
deposit = float(body.hold.get("deposit", 0)) if is_hold else 0
amount_paid = deposit if is_hold else total
status, pay_status = ("held", "hold") if is_hold else ("completed", "paid")
hold_due = body.hold.get("due_date") if is_hold else None
sale_number = "S" + datetime.now().strftime("%y%m%d") + "-" + secrets.token_hex(2).upper()
cust = body.customer_id if body.customer_id else None # don't FK-store the synthetic guest (0)
sale_id = (await db.execute(text("""
INSERT INTO sales (sale_number, customer_id, subtotal, discount_amount, tax_amount, total,
status, payment_method, payment_status, amount_paid, amount_tendered, trade_in_credit,
notes, hold_expires_at, split_payments, sale_date, created_at)
VALUES (:sn, :cust, :sub, :disc, :tax, :total, :st, :pm, :ps, :paid, :tend, :trade,
:notes, :due, CAST(:split AS jsonb), now(), now())
RETURNING id
"""), {"sn": sale_number, "cust": cust, "sub": gross - line_disc, "disc": line_disc + body.cart_discount,
"tax": tax, "total": total, "st": status, "pm": body.payment_method, "ps": pay_status,
"paid": amount_paid, "tend": body.tendered, "trade": body.trade_in, "notes": body.notes,
"due": hold_due, "split": json.dumps(body.split) if body.split else None})).first()[0]
for li in body.items:
await db.execute(text("""
INSERT INTO sale_items (sale_id, sku, item_name, qty, unit_price, line_total,
discount_amount, original_price)
VALUES (:sid, :sku, :name, :qty, :up, :lt, :disc, :op)
"""), {"sid": sale_id, "sku": li.sku, "name": li.title or li.sku, "qty": li.qty,
"up": li.unit_price, "lt": li.unit_price * li.qty - li.discount,
"disc": li.discount, "op": li.unit_price})
# take the items off the floor (sold, or reserved on a hold) so they can't be double-sold
await db.execute(text("""
UPDATE inventory SET in_stock = false, status = :ist,
sold_date = CASE WHEN :ist = 'sold' THEN now() ELSE NULL END
WHERE sku = ANY(:skus) AND store_id = 1
"""), {"ist": "held" if is_hold else "sold", "skus": [li.sku for li in body.items]})
await db.commit()
return {"ok": True, "sale_id": sale_id, "sale_number": sale_number, "total": total,
"amount_paid": amount_paid, "balance": round(total - amount_paid, 2), "status": status}
@router.get("")
async def list_sales(status: str = Query(""), ident=Depends(require_token), db=Depends(get_db)):
where, params = "", {}
if status == "holds":
where = "WHERE payment_status = 'hold'"
elif status:
where, params = "WHERE status = :st", {"st": status}
rows = await db.execute(text(f"""
SELECT id, sale_number, total::float AS total, coalesce(amount_paid,0)::float AS amount_paid,
(total - coalesce(amount_paid,0))::float AS balance, status, payment_status,
payment_method, hold_expires_at, sale_date
FROM sales {where} ORDER BY sale_date DESC NULLS LAST LIMIT 60
"""), params)
return {"sales": [dict(r) for r in rows.mappings()]}
async def _load_sale(db, sale_id):
s = (await db.execute(text("SELECT * FROM sales WHERE id=:i"), {"i": sale_id})).mappings().first()
if not s:
raise HTTPException(404, "not found")
s = dict(s)
items = [dict(r) for r in (await db.execute(text(
"SELECT sku, item_name, qty, unit_price::float AS unit_price, line_total::float AS line_total, "
"discount_amount::float AS discount FROM sale_items WHERE sale_id=:i"), {"i": sale_id})).mappings()]
cust = None
if s.get("customer_id"):
c = (await db.execute(text(
"SELECT trim(first_name||' '||coalesce(last_name,'')) AS name, email FROM customer WHERE id=:i"),
{"i": s["customer_id"]})).mappings().first()
cust = dict(c) if c else None
return s, items, cust
@router.get("/{sale_id}/receipt")
async def sale_receipt(sale_id: int, ident=Depends(require_token), db=Depends(get_db)):
"""Rendered receipt HTML (for the print window) + the customer's email if on file."""
s, items, cust = await _load_sale(db, sale_id)
html = receipts.render_receipt_html(s, items, cust, await _settings(db))
return {"html": html, "sale_number": s.get("sale_number"),
"customer_email": (cust or {}).get("email")}
class EmailIn(BaseModel):
email: str
@router.post("/{sale_id}/email")
async def email_receipt(sale_id: int, body: EmailIn, ident=Depends(require_token), db=Depends(get_db)):
if "@" not in body.email:
raise HTTPException(422, "invalid email")
s, items, cust = await _load_sale(db, sale_id)
st = await _settings(db)
html = receipts.render_receipt_html(s, items, cust, st)
subject = f"{st['store_name']} receipt — {s.get('sale_number', '')}"
try:
sender = await mailer.send_mail(db, body.email, subject, html)
except mailer.MailUnconfigured as e:
raise HTTPException(503, str(e))
except Exception as e:
raise HTTPException(502, f"send failed: {e}")
return {"ok": True, "sent_to": body.email, "from": sender}
@router.post("/email-test")
async def email_test(body: EmailIn, ident=Depends(require_token), db=Depends(get_db)):
"""Send a sample receipt to verify the SMTP setup from the Settings tab."""
if "@" not in body.email:
raise HTTPException(422, "invalid email")
st = await _settings(db)
sample = {"sale_number": "TEST-0001", "sale_date": datetime.now().isoformat(),
"subtotal": 28.0, "discount_amount": 3.0, "tax_amount": 0, "total": 25.0,
"payment_method": "cash", "amount_paid": 25.0, "amount_tendered": 30.0}
items = [{"qty": 1, "item_name": "Selected Ambient Works (test)", "line_total": 28.0, "discount": 3.0}]
html = receipts.render_receipt_html(sample, items, {"name": "Test"}, st)
try:
sender = await mailer.send_mail(db, body.email, f"{st['store_name']} — test receipt", html)
except mailer.MailUnconfigured as e:
raise HTTPException(503, str(e))
except Exception as e:
raise HTTPException(502, f"send failed: {e}")
return {"ok": True, "sent_to": body.email, "from": sender}
@router.post("/{sale_id}/pay")
async def take_payment(sale_id: int, body: PayIn, ident=Depends(require_token), db=Depends(get_db)):
"""Payment toward a held / payment-plan sale. Fully paid → completes it + sells the items."""
s = (await db.execute(text("SELECT total::float AS total, coalesce(amount_paid,0)::float AS paid FROM sales WHERE id=:i"),
{"i": sale_id})).mappings().first()
if not s:
raise HTTPException(404, "not found")
new_paid = round(s["paid"] + body.amount, 2)
done = new_paid >= s["total"] - 0.005
await db.execute(text(
"UPDATE sales SET amount_paid=:p, payment_status=:ps, status=:st WHERE id=:i"),
{"p": new_paid, "ps": "paid" if done else "hold",
"st": "completed" if done else "held", "i": sale_id})
if done:
await db.execute(text("""
UPDATE inventory SET status='sold', sold_date=now()
WHERE sku IN (SELECT sku FROM sale_items WHERE sale_id=:i) AND store_id = 1
"""), {"i": sale_id})
await db.commit()
return {"ok": True, "amount_paid": new_paid, "balance": round(s["total"] - new_paid, 2), "completed": done}
# ── Customers ────────────────────────────────────────────────────────────────────────────────
@router.get("/customers")
async def list_customers(q: str = Query(""), ident=Depends(require_token), db=Depends(get_db)):
where, params = "", {}
if q.strip():
where = ("WHERE first_name ILIKE :q OR last_name ILIKE :q OR email ILIKE :q "
"OR (first_name || ' ' || coalesce(last_name,'')) ILIKE :q")
params = {"q": f"%{q.strip()}%"}
rows = await db.execute(text(f"""
SELECT id, trim(first_name || ' ' || coalesce(last_name,'')) AS name, email, phone, is_guest
FROM customer {where} ORDER BY is_guest DESC, first_name, last_name LIMIT 300
"""), params)
return {"customers": [dict(r) for r in rows.mappings()]}
@router.post("/customers")
async def add_customer(body: CustomerIn, ident=Depends(require_token), db=Depends(get_db)):
if not body.first_name.strip():
raise HTTPException(400, "first name required")
row = (await db.execute(text("""
INSERT INTO customer (first_name, last_name, email, phone, address, is_guest)
VALUES (:fn, :ln, :em, :ph, :ad, false) RETURNING id
"""), {"fn": body.first_name.strip(), "ln": (body.last_name or "").strip(),
"em": body.email, "ph": body.phone, "ad": body.address})).first()
await db.commit()
return {"ok": True, "id": row[0], "name": f"{body.first_name} {body.last_name or ''}".strip()}
# ── Discounts / promotions ───────────────────────────────────────────────────────────────────
@router.get("/discounts")
async def list_discounts(active_only: bool = Query(True), ident=Depends(require_token), db=Depends(get_db)):
where = "WHERE is_active" if active_only else ""
rows = await db.execute(text(f"""
SELECT id, name, percentage::float AS percentage, discount_type, description, manual_active,
bubble_text, bubble_color,
(is_active AND (start_at IS NULL OR start_at <= now())
AND (end_at IS NULL OR end_at >= now())) AS live
FROM sales_discount {where} ORDER BY manual_active DESC, percentage DESC
"""))
return {"discounts": [dict(r) for r in rows.mappings()]}
@router.post("/discounts/{discount_id}/toggle")
async def toggle_discount(discount_id: int, ident=Depends(require_token), db=Depends(get_db)):
row = (await db.execute(text(
"UPDATE sales_discount SET manual_active = NOT manual_active WHERE id=:i RETURNING manual_active"
), {"i": discount_id})).first()
if not row:
raise HTTPException(404, "not found")
await db.commit()
return {"ok": True, "manual_active": row[0]}
# ── Settings (currency / tax / default discount) ─────────────────────────────────────────────
async def _settings(db):
rows = await db.execute(text("SELECT setting_key, setting_value FROM sales_setting WHERE is_active"))
s = {r["setting_key"]: r["setting_value"] for r in rows.mappings()}
return {"currency_symbol": s.get("currency_symbol", "$"),
"tax_rate": s.get("default_tax_rate", s.get("tax_rate", "0")),
"discount_rate": s.get("default_discount_rate", "0"),
"tax_type": s.get("tax_type", "exclusive"),
"store_name": s.get("store_name", "RecordGod"),
"store_address": s.get("store_address", ""),
"receipt_footer": s.get("receipt_footer", "thanks for digging"),
"store_logo": s.get("store_logo", "")}
@router.get("/settings")
async def get_settings(ident=Depends(require_token), db=Depends(get_db)):
return await _settings(db)
@router.post("/settings")
async def save_settings(body: dict, ident=Depends(require_token), db=Depends(get_db)):
m = {"currency_symbol": body.get("currency_symbol"), "default_tax_rate": body.get("tax_rate"),
"default_discount_rate": body.get("discount_rate"), "tax_type": body.get("tax_type"),
"store_name": body.get("store_name"), "store_address": body.get("store_address"),
"receipt_footer": body.get("receipt_footer"), "store_logo": body.get("store_logo")}
for k, v in m.items():
if v is None:
continue
await db.execute(text("""
INSERT INTO sales_setting (setting_key, setting_value, updated_at) VALUES (:k, :v, now())
ON CONFLICT (setting_key) DO UPDATE SET setting_value = :v, updated_at = now()
"""), {"k": k, "v": str(v)})
await db.commit()
return {"ok": True}
# ── Payment terminal (Square) — push the sale to a paired Square Terminal, poll, then finalize ──
@router.get("/terminal/status")
async def terminal_status(ident=Depends(require_token), db=Depends(get_db)):
return await square.status(db)
@router.post("/terminal/pair")
async def terminal_pair(ident=Depends(require_token), db=Depends(get_db)):
try:
return await square.create_device_code(db)
except square.SquareUnconfigured as e:
raise HTTPException(503, str(e))
except square.SquareError as e:
raise HTTPException(502, str(e))
@router.get("/terminal/pair/{code_id}")
async def terminal_pair_poll(code_id: str, ident=Depends(require_token), db=Depends(get_db)):
try:
return await square.get_device_code(db, code_id)
except square.SquareError as e:
raise HTTPException(502, str(e))
class TerminalCheckoutIn(BaseModel):
amount: float
reference: str | None = None
note: str | None = None
@router.post("/terminal/checkout")
async def terminal_checkout(body: TerminalCheckoutIn, ident=Depends(require_token), db=Depends(get_db)):
try:
return await square.create_checkout(db, body.amount, body.reference, body.note)
except square.SquareUnconfigured as e:
raise HTTPException(503, str(e))
except square.SquareError as e:
raise HTTPException(502, str(e))
@router.get("/terminal/checkout/{checkout_id}")
async def terminal_checkout_poll(checkout_id: str, ident=Depends(require_token), db=Depends(get_db)):
try:
return await square.get_checkout(db, checkout_id)
except square.SquareError as e:
raise HTTPException(502, str(e))
@router.post("/terminal/checkout/{checkout_id}/cancel")
async def terminal_checkout_cancel(checkout_id: str, ident=Depends(require_token), db=Depends(get_db)):
try:
return await square.cancel_checkout(db, checkout_id)
except square.SquareError as e:
raise HTTPException(502, str(e))
# ── Past sales (the migrated history — receipts / lookup / refund) ────────────────────────────
@router.get("/past")
async def past_sales(q: str = Query(""), ident=Depends(require_token), db=Depends(get_db)):
where, params = "", {}
if q.strip():
where = ("WHERE s.sale_number ILIKE :q "
"OR trim(c.first_name || ' ' || coalesce(c.last_name,'')) ILIKE :q")
params = {"q": f"%{q.strip()}%"}
rows = await db.execute(text(f"""
SELECT s.id, s.sale_number, s.total::float AS total, s.status, s.payment_method,
s.payment_status, s.sale_date,
coalesce(nullif(trim(c.first_name || ' ' || coalesce(c.last_name,'')), ''), 'Guest') AS customer,
(SELECT count(*) FROM sale_items si WHERE si.sale_id = s.id) AS items
FROM sales s LEFT JOIN customer c ON c.id = s.customer_id
{where} ORDER BY s.sale_date DESC NULLS LAST LIMIT 100
"""), params)
return {"sales": [dict(r) for r in rows.mappings()]}
# Parametric catch-all LAST so it doesn't swallow /settings, /customers, /past, /discounts
# (FastAPI matches by registration order; "/{sale_id}" regex matches any single segment).
@router.get("/{sale_id}")
async def sale_detail(sale_id: int, ident=Depends(require_token), db=Depends(get_db)):
s, items, cust = await _load_sale(db, sale_id)
return {"sale": s, "items": items, "customer": cust}