← Back to gallery

U7 — Daily Sales Report PDF rework PROD

2026-05-27 Gate 2 ship. U4's closing-session PDF reshaped to match Odoo's "Daily Sales Report X/Z" layout per Narong's 2026-05-27 Telegram. Sales grouped by category × product × variants × qty/total; Payments per method; Discounts (count + total); Session Control with separate "Number of transactions" (paid + partial_refund) and "Transactions Refunded" (fully reversed) lines so refunded orders don't inflate the count or the cups-sold totals. NIX Cash section preserved, placed under Session Control. Order-list table removed.

Summary

Status: 9/9 prod · 51/51 regression · 60/60 total · awaiting Gate 2 approval
Commit: nix-cafe 608cb5c
Files: 3 nix-cafe files modified · ~600 LOC net · no migration · no backend changes
Source: Narong's Telegram 2026-05-27 (screenshot of Odoo's Daily Sales Report + "we don't need to see the individual orders" + "any orders refunded should not add onto cups sold" + "Transactions Refunded under Number of transactions")

What shipped

New layout (top to bottom)

Header banner — gray banner with store name + 2 address lines on the left, "Daily Sales Report X" (open) / "Z" (closed) centered, Session ID right-aligned. Bordered "As of MM/DD/YYYY" cell below right (date formatted via Intl.DateTimeFormat in tenant timezone).
Sales section — full-width gray banner. Category subheaders (Coffee, Tea, Not Categorized) with bold qty + USD totals; indented product rows formatted "ESPRESSO (FRAPPE)" / "Ice Latte (Normal)" using order_lines.variants JSONB snapshot; grand Total row with rule above. Refunded cups never inflate the totals — line-level refunded_qty is subtracted before grouping (fully-refunded order = every line at refunded_qty=qty → all net to 0 → drops out; partial refund subtracts just the refunded portion).
Payments — right-half card under Sales. Per-method totals + Total. Cash sorted first.
Discounts — full-width banner: count + total.
Session Control — full-width banner: gross Total + "Number of transactions: N" (paid + partial_refund only) + "Transactions Refunded: M" (state='refunded') + 2-column Name | Expected table (cash row uses NIX drawer math: opening + sales + in − out).
Cash section (preserved from U4, relocated under Session Control per Narong) — Opening / Sales / Cash in / Cash out / Expected / Counted / Difference.
Footer: generation timestamp + session id + cashier name.

Dropped

Order list table (Order# / Time / Customer / Methods / Total / State) — "Order transactions don't tell any information to the owners".
"Sales Details" subtitle + Period/Cashier/Session header rows — folded into the new banner.

Decisions locked

Taxes on sales: SKIP entirely. NIX has no per-rate tax schema (single denormalized orders.tax_usd); rendering an incomplete breakdown would mislead. Future slice with new cafe.tax_rates table when needed.
Title flips X (open) / Z (closed). Matches Odoo's POS convention; Narong's team is Odoo-literate.
Date semantic: session.opened_at in tenant IANA timezone.
Refund-handling split (Narong 2026-05-27 followup): "Number of transactions" = paid + partial_refund (the sale stayed); "Transactions Refunded" = state='refunded' (sale reversed). Single SQL via COUNT(*) FILTER (...).

Files shipped

MOD nix-cafe/lib/db/orders.ts — 3 new exports: listSalesByCategoryForSession (joins through H4-X views; groups in app layer by category/product/variants combo; nets refunded qty), sumDiscountsForSession (count + total), countOrdersForSession (returns { transactions, refunded } via two FILTER clauses)
REWRITE nix-cafe/lib/reports/closing_session_pdf.ts — new layout, X/Z title, Cash section relocated
MOD nix-cafe/app/api/cafe/sessions/[sessionId]/closing-session-pdf/route.ts — wires new DAOs, formats asOfDate via Intl.DateTimeFormat with tenant timezone, passes store address lines

9/9 prod checks ✓

✓	Find a closed lumiere session that has orders (Z test) — used session `b967eb21`, tx=1 refunded=0
✓	SSO-login lumiere owner
✓	Z test: fetch closing-session PDF for the closed session (200 / application/pdf / closing-session- filename / %PDF magic)
✓	Closed session PDF: title 'Daily Sales Report Z' present + all 5 section headings (Sales / Payments / Discounts / Session Control / Cash) + 'Number of transactions' + 'Transactions Refunded' + 'As of'
✓	Closed session PDF: legacy 'Order#' / 'Methods' column headers are GONE — order-list table removed
✓	Counts in PDF body match raw SQL: Number of transactions: 1 + Transactions Refunded: 0
✓	Find an open lumiere session for the X test
✓	X test: open-session PDF has title 'Daily Sales Report X' (not Z) — title flip verified end-to-end
✓	No 5xx HTTP responses during the suite

Real rendered PDFs from prod

Fetched live from lumiere-coffee.nixtech.app via authenticated GET. Open inline below or download.

Closed session (Z title)

Open session (X title)

Regression sweep 51/51

51/51 regression checks green — no regressions from this push.

test-phase1-prod.mjs	11/11
test-phase2-sso-outdoor-prod.mjs	6/6
test-m1-prod.mjs	10/10
test-r7-prod.mjs	14/14
test-r8-prod.mjs	4/4
test-phase2-cafe-multishop-prod.mjs (solo)	6/6

narongix chain ran sequentially. phase2-cafe-multishop ran solo per feedback_phase2_cafe_multishop_solo_retry — first-attempt green (8th validation of the rule).

Mid-Gate-2 finds

Bash redirect-into-fresh-dir gotcha (2nd burn this week) — kicked off the prod test with node test-u7-prod.mjs > "test-screenshots/prod-slice-u7/_run.log" 2>&1 before the directory existed → silent exit code 1. Same exact failure mode as U6 Gate 2 yesterday. Saved a durable rule: feedback_mkdir_before_bash_redirect. Pre-mkdir prepend is the one-line fix.
FILTER clauses break prodSql's escape chain — nested single quotes in COUNT(*) FILTER (WHERE state IN ('paid', 'partial_refund')) made the bash → node -e helper return empty string silently. Already documented in AGENTS.md as a known gotcha. Switched the two affected queries to temp .mjs probes that knex.raw() directly with no escape chain. New helper prodSqlProbe(sqlNoQuotes, label) writes a one-shot ESM script next to migrate.js, runs it, deletes it. Could be a memory note but it's already in AGENTS.md.
PDF route 500'd twice on the first cold-worker call after deploy — matches feedback_pdf_lib_cold_worker_5xx_first_call. The retry-once-after-3s pattern was wired in the test from day 1 and absorbed it. By the time the test reran with the fixed SQL helper, the worker was warm and the route returned 200 first try.