feat(atlas): import catalog, customers and historical sales + viewer

- Add scripts/import_atlas_data.py to load Atlas data from Excel files - Import 6,206 inventory items, 251 customers and 4,582 historical sales - Create historical_sales table in tenant DB - Add /pos/historical-sales page and /pos/api/historical-sales endpoint - Link in reports sidebar for easy access
2026-06-12 06:33:48 +00:00
parent 383799ff3d
commit 913e507adc
5 changed files with 550 additions and 0 deletions
--- a/pos/app.py
+++ b/pos/app.py
@@ -201,6 +201,10 @@ def create_app():
    def pos_marketplace_external_callback():
        return render_template('marketplace_external.html')

+    @app.route('/pos/historical-sales')
+    def pos_historical_sales():
+        return render_template('historical_sales.html')
+
    @app.route('/pos/static/<path:filename>')
    def pos_static(filename):
        return send_from_directory('static', filename)
--- a/pos/blueprints/pos_bp.py
+++ b/pos/blueprints/pos_bp.py
@@ -232,6 +232,83 @@ def list_sales():
    })


+@pos_bp.route('/historical-sales', methods=['GET'])
+@require_auth('pos.view')
+def list_historical_sales():
+    """List imported historical sales (read-only reference).
+
+    Query params:
+        date_from: YYYY-MM-DD
+        date_to: YYYY-MM-DD
+        customer: partial customer name
+        page: int (default 1)
+        per_page: int (default 50, max 200)
+    """
+    conn = get_tenant_conn(g.tenant_id)
+    cur = conn.cursor()
+
+    page = int(request.args.get('page', 1))
+    per_page = min(int(request.args.get('per_page', 50)), 200)
+
+    where_clauses = ["1=1"]
+    params = []
+
+    date_from = request.args.get('date_from')
+    date_to = request.args.get('date_to')
+    customer = request.args.get('customer')
+
+    if date_from:
+        where_clauses.append("sale_date >= %s")
+        params.append(date_from)
+    if date_to:
+        where_clauses.append("sale_date <= %s")
+        params.append(date_to)
+    if customer:
+        where_clauses.append("customer_name ILIKE %s")
+        params.append(f"%{customer}%")
+
+    where = " AND ".join(where_clauses)
+
+    cur.execute(f"SELECT count(*) FROM historical_sales WHERE {where}", params)
+    total = cur.fetchone()[0]
+
+    cur.execute(f"""
+        SELECT id, external_document_id, document_no, sale_date, customer_name,
+               total, subtotal, amount_paid, payment_method, discount, balance,
+               raw_payment_code
+        FROM historical_sales
+        WHERE {where}
+        ORDER BY sale_date DESC, id DESC
+        LIMIT %s OFFSET %s
+    """, params + [per_page, (page - 1) * per_page])
+
+    rows = []
+    for r in cur.fetchall():
+        rows.append({
+            'id': r[0],
+            'external_document_id': r[1],
+            'document_no': r[2],
+            'sale_date': str(r[3]) if r[3] else None,
+            'customer_name': r[4],
+            'total': float(r[5]) if r[5] else 0,
+            'subtotal': float(r[6]) if r[6] else 0,
+            'amount_paid': float(r[7]) if r[7] else 0,
+            'payment_method': r[8],
+            'discount': float(r[9]) if r[9] else 0,
+            'balance': float(r[10]) if r[10] else 0,
+            'raw_payment_code': r[11],
+        })
+
+    cur.close()
+    conn.close()
+
+    total_pages = (total + per_page - 1) // per_page
+    return jsonify({
+        'data': rows,
+        'pagination': {'page': page, 'per_page': per_page, 'total': total, 'total_pages': total_pages}
+    })
+
+
@pos_bp.route('/sales/<int:sale_id>', methods=['GET'])
@require_auth('pos.view')
 def get_sale(sale_id):
--- a/pos/templates/historical_sales.html
+++ b/pos/templates/historical_sales.html
@@ -0,0 +1,160 @@
+<!DOCTYPE html>
+<html lang="es">
+<head>
+  <meta charset="UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>Ventas Históricas - Atlas</title>
+  <link rel="stylesheet" href="/pos/static/css/pos.css">
+  <style>
+    :root { --header-h: 56px; }
+    body { margin: 0; font-family: system-ui, -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; background: #f5f6f8; color: #1f2937; }
+    .header { position: fixed; top: 0; left: 0; right: 0; height: var(--header-h); background: #111827; color: #fff; display: flex; align-items: center; justify-content: space-between; padding: 0 16px; z-index: 100; }
+    .header h1 { margin: 0; font-size: 16px; font-weight: 600; }
+    .header a { color: #9ca3af; text-decoration: none; font-size: 13px; }
+    .header a:hover { color: #fff; }
+    .container { padding: calc(var(--header-h) + 16px) 16px 24px; max-width: 1200px; margin: 0 auto; }
+    .filters { background: #fff; padding: 12px; border-radius: 8px; box-shadow: 0 1px 3px rgba(0,0,0,0.08); display: flex; flex-wrap: wrap; gap: 10px; align-items: flex-end; margin-bottom: 16px; }
+    .filters label { font-size: 12px; color: #6b7280; display: block; margin-bottom: 4px; }
+    .filters input { padding: 6px 8px; border: 1px solid #d1d5db; border-radius: 4px; font-size: 13px; }
+    .filters button { padding: 7px 14px; background: #2563eb; color: #fff; border: none; border-radius: 4px; font-size: 13px; cursor: pointer; }
+    .filters button:hover { background: #1d4ed8; }
+    .summary { display: flex; gap: 12px; margin-bottom: 16px; }
+    .card { background: #fff; padding: 12px 16px; border-radius: 8px; box-shadow: 0 1px 3px rgba(0,0,0,0.08); flex: 1; }
+    .card .label { font-size: 12px; color: #6b7280; }
+    .card .value { font-size: 18px; font-weight: 700; color: #111827; }
+    table { width: 100%; border-collapse: collapse; background: #fff; border-radius: 8px; overflow: hidden; box-shadow: 0 1px 3px rgba(0,0,0,0.08); font-size: 13px; }
+    th, td { padding: 10px 12px; text-align: left; border-bottom: 1px solid #e5e7eb; }
+    th { background: #f9fafb; font-weight: 600; color: #374151; }
+    tr:hover { background: #f9fafb; }
+    .num { text-align: right; font-variant-numeric: tabular-nums; }
+    .badge { display: inline-block; padding: 2px 8px; border-radius: 999px; background: #e5e7eb; font-size: 11px; color: #374151; }
+    .empty { text-align: center; padding: 40px; color: #6b7280; }
+    .pagination { display: flex; justify-content: center; align-items: center; gap: 8px; margin-top: 16px; }
+    .pagination button { padding: 6px 12px; border: 1px solid #d1d5db; background: #fff; border-radius: 4px; cursor: pointer; }
+    .pagination button:disabled { opacity: 0.5; cursor: not-allowed; }
+    .pagination span { font-size: 13px; color: #4b5563; }
+    .loading { text-align: center; padding: 40px; color: #6b7280; }
+  </style>
+</head>
+<body>
+  <div class="header">
+    <h1>📊 Ventas Históricas - Atlas</h1>
+    <a href="/pos/sale">← Regresar al POS</a>
+  </div>
+
+  <div class="container">
+    <div class="filters">
+      <div>
+        <label>Desde</label>
+        <input type="date" id="dateFrom">
+      </div>
+      <div>
+        <label>Hasta</label>
+        <input type="date" id="dateTo">
+      </div>
+      <div>
+        <label>Cliente</label>
+        <input type="text" id="customerFilter" placeholder="Nombre del cliente..." style="width:220px;">
+      </div>
+      <button onclick="loadData(1)">Buscar</button>
+    </div>
+
+    <div class="summary">
+      <div class="card">
+        <div class="label">Total de ventas</div>
+        <div class="value" id="totalCount">-</div>
+      </div>
+      <div class="card">
+        <div class="label">Total vendido</div>
+        <div class="value" id="totalSold">-</div>
+      </div>
+      <div class="card">
+        <div class="label">Saldo pendiente</div>
+        <div class="value" id="totalBalance">-</div>
+      </div>
+    </div>
+
+    <div id="content">
+      <div class="loading">Cargando...</div>
+    </div>
+  </div>
+
+  <script src="/pos/static/js/api.js"></script>
+  <script>
+    const fmt = n => n == null ? '-' : '$' + Number(n).toLocaleString('es-MX', {minimumFractionDigits: 2, maximumFractionDigits: 2});
+    const fmtDate = d => d ? new Date(d + 'T00:00:00').toLocaleDateString('es-MX') : '-';
+
+    async function loadData(page = 1) {
+      const content = document.getElementById('content');
+      content.innerHTML = '<div class="loading">Cargando...</div>';
+
+      const params = new URLSearchParams();
+      params.set('page', page);
+      params.set('per_page', 50);
+      const from = document.getElementById('dateFrom').value;
+      const to = document.getElementById('dateTo').value;
+      const customer = document.getElementById('customerFilter').value.trim();
+      if (from) params.set('date_from', from);
+      if (to) params.set('date_to', to);
+      if (customer) params.set('customer', customer);
+
+      try {
+        const res = await api('/pos/api/historical-sales?' + params.toString());
+        render(res.data || [], res.pagination || {});
+      } catch (e) {
+        content.innerHTML = '<div class="empty">Error: ' + esc(e.message) + '</div>';
+      }
+    }
+
+    function render(rows, pagination) {
+      const content = document.getElementById('content');
+      if (!rows.length) {
+        content.innerHTML = '<div class="empty">No se encontraron ventas históricas</div>';
+        return;
+      }
+
+      let totalSold = 0, totalBalance = 0;
+      rows.forEach(r => { totalSold += r.total || 0; totalBalance += r.balance || 0; });
+
+      document.getElementById('totalCount').textContent = pagination.total || rows.length;
+      document.getElementById('totalSold').textContent = fmt(totalSold);
+      document.getElementById('totalBalance').textContent = fmt(totalBalance);
+
+      let html = '<table><thead><tr>' +
+        '<th>Fecha</th><th>Documento</th><th>Cliente</th><th>Forma de pago</th>' +
+        '<th class="num">Subtotal</th><th class="num">Total</th><th class="num">Pagado</th><th class="num">Saldo</th>' +
+        '</tr></thead><tbody>';
+      rows.forEach(r => {
+        html += '<tr>' +
+          '<td>' + fmtDate(r.sale_date) + '</td>' +
+          '<td>' + esc(r.document_no || r.external_document_id || '-') + '</td>' +
+          '<td>' + esc(r.customer_name || '-') + '</td>' +
+          '<td><span class="badge">' + esc(r.payment_method || '-') + '</span></td>' +
+          '<td class="num">' + fmt(r.subtotal) + '</td>' +
+          '<td class="num">' + fmt(r.total) + '</td>' +
+          '<td class="num">' + fmt(r.amount_paid) + '</td>' +
+          '<td class="num">' + fmt(r.balance) + '</td>' +
+          '</tr>';
+      });
+      html += '</tbody></table>';
+
+      const totalPages = pagination.total_pages || 1;
+      const page = pagination.page || 1;
+      html += '<div class="pagination">' +
+        '<button onclick="loadData(' + (page - 1) + ')" ' + (page <= 1 ? 'disabled' : '') + '>Anterior</button>' +
+        '<span>Página ' + page + ' de ' + totalPages + '</span>' +
+        '<button onclick="loadData(' + (page + 1) + ')" ' + (page >= totalPages ? 'disabled' : '') + '>Siguiente</button>' +
+        '</div>';
+
+      content.innerHTML = html;
+    }
+
+    function esc(s) {
+      if (s == null) return '';
+      return String(s).replace(/[&<>"']/g, c => ({'&':'&amp;','<':'&lt;','>':'&gt;','"':'&quot;',"'":'&#39;'}[c]));
+    }
+
+    loadData(1);
+  </script>
+</body>
+</html>
--- a/pos/templates/reports.html
+++ b/pos/templates/reports.html
@@ -130,6 +130,16 @@
          <span>Reportes</span>
        </a>

+        <a href="/pos/historical-sales" class="nav-item">
+          <svg class="nav-item__icon" viewBox="0 0 18 18" fill="none" stroke="currentColor" stroke-width="1.5">
+            <rect x="1" y="4" width="16" height="12" rx="1"/>
+            <line x1="1" y1="8" x2="17" y2="8"/>
+            <line x1="5" y1="2" x2="5" y2="4"/>
+            <line x1="13" y1="2" x2="13" y2="4"/>
+          </svg>
+          <span>Ventas Históricas</span>
+        </a>
+
        <div class="nav-section-label">Sistema</div>

        <a href="/pos/config" class="nav-item">