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
This commit is contained in:
2026-06-12 06:33:48 +00:00
parent 383799ff3d
commit 913e507adc
5 changed files with 550 additions and 0 deletions

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@@ -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)

View File

@@ -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):

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@@ -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>

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@@ -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">

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@@ -0,0 +1,299 @@
#!/usr/bin/env python3
"""
Import Atlas data into Nexus POS tenant_refaccionaria_atlas.
Sources (expected in /home/):
- Articulos Atlas.xlsx -> inventory catalog (stock = 0)
- Clientes.xlsx -> customers
- Historico V.xlsx -> historical_sales (read-only reference)
"""
import os
import sys
import re
from datetime import datetime
from decimal import Decimal
import psycopg2
import pandas as pd
BASE_DIR = "/home"
TENANT_DB = "tenant_refaccionaria_atlas"
def get_tenant_conn():
dsn = os.environ.get("TENANT_DB_URL", f"postgresql://postgres@localhost/{TENANT_DB}")
return psycopg2.connect(dsn)
def normalize_text(val, max_len=None):
if pd.isna(val):
return None
s = str(val).strip()
if s in ("", "nan", "None"):
return None
if max_len:
s = s[:max_len]
return s
def normalize_price(val):
if pd.isna(val):
return Decimal("0")
try:
return Decimal(str(float(val))).quantize(Decimal("0.01"))
except (ValueError, TypeError):
return Decimal("0")
def clean_part_number(val):
s = normalize_text(val, max_len=100)
if not s:
return None
# Remove problematic chars but keep basic alphanumeric + dash/underscore
s = re.sub(r"[^\w\-./]", "", s)
return s[:100] or None
def import_inventory(conn):
path = os.path.join(BASE_DIR, "Articulos Atlas.xlsx")
df = pd.read_excel(path)
print(f"[inventory] Read {len(df)} rows from {path}")
cur = conn.cursor()
inserted = 0
skipped_dup = 0
seen = set()
for _, row in df.iterrows():
part_number = clean_part_number(row.get("Clave"))
if not part_number:
continue
if part_number in seen:
skipped_dup += 1
continue
seen.add(part_number)
name = normalize_text(row.get("Producto"), max_len=300) or part_number
description = normalize_text(row.get("Nombre Alterno"), max_len=500)
category = normalize_text(row.get("Categoría 1"), max_len=100)
subcategory = normalize_text(row.get("Categoría 2"), max_len=100)
unit = normalize_text(row.get("Unidad"), max_len=20)
barcode = clean_part_number(row.get("Código de barras"))
price = normalize_price(row.get("Precio lista"))
# Concatenate category info into description if present
extra_info = " | ".join(filter(None, [category, subcategory, unit]))
if extra_info:
description = f"{description or ''} [{extra_info}]".strip() if description else f"[{extra_info}]"
cur.execute(
"""
INSERT INTO inventory
(part_number, name, description, cost, price_1, tax_rate,
unit, barcode, brand, is_active)
VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
ON CONFLICT (part_number) DO NOTHING
RETURNING id
""",
(
part_number,
name,
description,
Decimal("0"),
price,
Decimal("0.16"),
unit,
barcode,
category,
True,
),
)
if cur.fetchone():
inserted += 1
conn.commit()
cur.close()
print(f"[inventory] Inserted: {inserted}, Duplicates skipped: {skipped_dup}")
def import_customers(conn):
path = os.path.join(BASE_DIR, "Clientes.xlsx")
df = pd.read_excel(path)
print(f"[customers] Read {len(df)} rows from {path}")
cur = conn.cursor()
inserted = 0
skipped = 0
for _, row in df.iterrows():
name = normalize_text(row.get("Empresa"), max_len=200)
if not name:
skipped += 1
continue
# Skip generic "Publico" row if it has no real name
if name.lower() in ("publico", "publico en general", "público", "público en general"):
skipped += 1
continue
credit_limit = normalize_price(row.get("Límite de crédito"))
customer_type = normalize_text(row.get("Tipo de cliente"), max_len=50)
segment = normalize_text(row.get("Segmento"), max_len=50)
payment_terms = normalize_text(row.get("Condiciones de Pago"), max_len=100)
notes = " | ".join(filter(None, [customer_type, segment, payment_terms]))
# Avoid duplicates by name
cur.execute("SELECT 1 FROM customers WHERE name = %s LIMIT 1", (name,))
if cur.fetchone():
skipped += 1
continue
cur.execute(
"""
INSERT INTO customers
(name, razon_social, credit_limit, price_tier, is_active)
VALUES (%s, %s, %s, %s, %s)
RETURNING id
""",
(
name,
name,
credit_limit,
1,
True,
),
)
if cur.fetchone():
inserted += 1
conn.commit()
cur.close()
print(f"[customers] Inserted: {inserted}, Skipped: {skipped}")
def create_historical_sales_table(conn):
cur = conn.cursor()
cur.execute(
"""
CREATE TABLE IF NOT EXISTS historical_sales (
id SERIAL PRIMARY KEY,
external_document_id VARCHAR(50),
document_no VARCHAR(50),
sale_date DATE,
customer_name VARCHAR(200),
total NUMERIC(12,2),
subtotal NUMERIC(12,2),
amount_paid NUMERIC(12,2),
payment_method VARCHAR(50),
discount NUMERIC(12,2) DEFAULT 0,
balance NUMERIC(12,2) DEFAULT 0,
raw_payment_code VARCHAR(20),
created_at TIMESTAMPTZ DEFAULT NOW()
);
CREATE INDEX IF NOT EXISTS idx_historical_sales_date
ON historical_sales(sale_date);
CREATE INDEX IF NOT EXISTS idx_historical_sales_customer
ON historical_sales(customer_name);
CREATE INDEX IF NOT EXISTS idx_historical_sales_document
ON historical_sales(document_no);
"""
)
conn.commit()
cur.close()
def payment_label(code):
mapping = {
"1": "Efectivo",
"3": "Tarjeta",
"4": "Transferencia",
"6": "Cheque",
"28": "Crédito",
"99": "Por definir",
}
return mapping.get(str(code).strip(), f"Código {code}")
def import_historical_sales(conn):
path = os.path.join(BASE_DIR, "Historico V.xlsx")
df = pd.read_excel(path)
print(f"[historical_sales] Read {len(df)} rows from {path}")
create_historical_sales_table(conn)
cur = conn.cursor()
inserted = 0
for _, row in df.iterrows():
doc_id = normalize_text(row.get("ID Documento"), max_len=50)
doc_no = normalize_text(row.get("Documento No."), max_len=50)
fecha = row.get("Fecha")
if pd.isna(fecha):
sale_date = None
else:
try:
sale_date = pd.to_datetime(fecha).date()
except Exception:
sale_date = None
customer = normalize_text(row.get("Cliente"), max_len=200)
total = normalize_price(row.get("Total"))
subtotal = normalize_price(row.get("SubTotal"))
paid = normalize_price(row.get("Total Pagado"))
discount = normalize_price(row.get("Descuento"))
balance = normalize_price(row.get("Saldo"))
raw_payment = normalize_text(row.get("Forma de Pago"), max_len=20)
payment_label_str = payment_label(raw_payment) if raw_payment else None
cur.execute(
"""
INSERT INTO historical_sales
(external_document_id, document_no, sale_date, customer_name,
total, subtotal, amount_paid, payment_method, discount, balance,
raw_payment_code)
VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
ON CONFLICT DO NOTHING
""",
(
doc_id,
doc_no,
sale_date,
customer,
total,
subtotal,
paid,
payment_label_str,
discount,
balance,
raw_payment,
),
)
inserted += cur.rowcount
conn.commit()
cur.close()
print(f"[historical_sales] Inserted: {inserted}")
def main():
print(f"Connecting to tenant {TENANT_DB}...")
conn = get_tenant_conn()
try:
import_inventory(conn)
import_customers(conn)
import_historical_sales(conn)
print("\nImport completed successfully.")
except Exception as e:
print(f"ERROR: {e}")
conn.rollback()
raise
finally:
conn.close()
if __name__ == "__main__":
main()