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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 19 days ago. Updated 19 days 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 19 days 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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