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Feature #9857

open

varify sales and dashbaord sale cards data to tally the amount maintainance and payment methods amount

Added by Teja Sriram Sangani 2 months ago. Updated 2 months ago.

Status:
In Progress
Priority:
Normal
Assignee:
Teja Sriram Sangani
Target version:
-
Start date:
07/15/2026
Due date:
% Done:

70%

Estimated time:
Spent time:
7:00 h
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 #1

Updated by Teja Sriram Sangani 2 months ago

  • Status changed from New to In Progress
  • % Done changed from 0 to 70
  • Verified Sales & Dashboard amount calculation logic.
  • Confirmed Sales screen uses Sale Net Amount and Dashboard shows actual collected amount for POS sales.
  • Verified split payments are stored method-wise.
  • Identified missing payment method-wise collection breakdown in the Sales screen.
  • Added an expandable Collection Breakdown section under Sales Amount (Incl. Tax).
  • Added collection totals for Cash, Zelle, Card Manual, Stripe Card Reader, CPP/Dejavoo, Invoice, and Other.
  • Implemented split payment grouping so each payment method is counted correctly.
  • Handled cash refund/return logic (original payment method remains collected, cash is reduced for refunds).
  • Added Net Collected calculation based on the payment method totals.
  • Added backend support for collection summary based on the selected Sales filters and date range.
  • Tested frontend and backend changes and verified there are no linter errors.
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