From 1152d7b73d2166d81af416680102acf0e2f17ac6 Mon Sep 17 00:00:00 2001
From: mfwadejr <125498560+mfwadejr@users.noreply.github.com>
Date: Sat, 29 Aug 2026 15:58:30 -0400
Subject: [PATCH] Add Customers section and sale notes editor

---
 public/app.js     | 27 +++++++++++++++++++--------
 public/index.html |  2 +-
 2 files changed, 20 insertions(+), 9 deletions(-)

diff --git a/public/app.js b/public/app.js
index 38e67b2..28e7557 100644
--- a/public/app.js
+++ b/public/app.js
@@ -20,9 +20,19 @@ function openModal(html) { $("#modalBody").innerHTML=html; $("#modal").showModal
 function closeModal() { $("#modal").close(); }
 function address(p) { return [p.shipAddress1,p.shipAddress2,[p.shipCity,p.shipState].filter(Boolean).join(", "),p.shipZip].filter(Boolean).join(" · "); }
 function idCell(p) { return ids(p).length ? ids(p).map(([k,v])=>`<code>${k}: ${esc(v)}</code>`).join("") : "<small>Not entered</small>"; }
+function customers() {
+  const grouped=new Map();
+  state.products.filter(p=>p.status==="sold"&&p.customerName).forEach(p=>{
+    const key=p.customerId||p.customerName.toLowerCase(), current=grouped.get(key)||{key,name:p.customerName,phone:p.phone,customerId:p.customerId,purchases:[],representative:p};
+    current.purchases.push(p); if((p.soldAt||"")>(current.representative.soldAt||"")) current.representative=p; grouped.set(key,current);
+  });
+  return [...grouped.values()].map(c=>({...c,count:c.purchases.length,total:c.purchases.reduce((n,p)=>n+Number(p.salePrice||0),0),lastPurchase:c.representative.soldAt})).sort((a,b)=>(b.lastPurchase||"").localeCompare(a.lastPurchase||""));
+}
 
 function filtered() {
-  const status=state.tab==="available"?"available":"sold", q=state.query.toLowerCase().trim();
+  const q=state.query.toLowerCase().trim();
+  if(state.tab==="customers") return customers().filter(c=>!q||[c.name,c.phone].some(v=>String(v||"").toLowerCase().includes(q))||c.purchases.some(p=>Object.values(p).some(v=>String(v??"").toLowerCase().includes(q))));
+  const status=state.tab==="available"?"available":"sold";
   return state.products.filter(p=>p.status===status && (!q || Object.values(p).some(v=>String(v??"").toLowerCase().includes(q))));
 }
 function render() {
@@ -30,17 +40,18 @@ function render() {
   $("#availableCount").textContent=available.length; $("#soldCount").textContent=monthSales.length;
   $("#value").textContent=money.format(available.reduce((n,p)=>n+Number(p.cost||0),0));
   $("#revenue").textContent=monthSales.length?`${money.format(monthSales.reduce((n,p)=>n+Number(p.salePrice||0),0))} in sales`:"No sales recorded";
-  $("#availableBadge").textContent=available.length; $("#soldBadge").textContent=sold.length;
+  $("#availableBadge").textContent=available.length; $("#soldBadge").textContent=sold.length; $("#customerBadge").textContent=customers().length;
   document.querySelectorAll("[data-tab]").forEach(b=>b.classList.toggle("active",b.dataset.tab===state.tab));
   const all=filtered(), pages=Math.max(1,Math.ceil(all.length/PAGE_SIZE)); state.page=Math.min(state.page,pages);
   const start=(state.page-1)*PAGE_SIZE, rows=all.slice(start,start+PAGE_SIZE);
-  $("#thead").innerHTML=state.tab==="available"?"<tr><th>Product</th><th>UID / SN / MAC</th><th>Received</th><th>Cost</th><th>Status</th><th></th></tr>":"<tr><th>Product</th><th>Customer</th><th>UID / SN / MAC</th><th>Sold</th><th>Payment</th><th>Sale price</th><th></th></tr>";
-  $("#rows").innerHTML=rows.map(p=>state.tab==="available"?inventoryRow(p):saleRow(p)).join("");
-  $("#empty").hidden=Boolean(rows.length); $("#empty").textContent=state.query?"No records match your search.":state.tab==="available"?"No products are available.":"No sales have been recorded.";
+  $("#thead").innerHTML=state.tab==="available"?"<tr><th>Product</th><th>UID / SN / MAC</th><th>Received</th><th>Cost</th><th>Status</th><th></th></tr>":state.tab==="customers"?"<tr><th>Customer</th><th>Phone</th><th>Purchases</th><th>Last purchase</th><th>Total spent</th><th></th></tr>":"<tr><th>Product</th><th>Customer</th><th>UID / SN / MAC</th><th>Sold</th><th>Payment</th><th>Sale price</th><th></th></tr>";
+  $("#rows").innerHTML=rows.map(p=>state.tab==="available"?inventoryRow(p):state.tab==="customers"?customerRow(p):saleRow(p)).join("");
+  $("#empty").hidden=Boolean(rows.length); $("#empty").textContent=state.query?"No records match your search.":state.tab==="available"?"No products are available.":state.tab==="customers"?"Customer records will appear after the first sale.":"No sales have been recorded.";
   $("#pagination").innerHTML=all.length?`<span>Showing ${start+1}–${Math.min(start+PAGE_SIZE,all.length)} of ${all.length}</span><div><button data-page="prev" ${state.page===1?"disabled":""}>Previous</button><strong>Page ${state.page} of ${pages}</strong><button data-page="next" ${state.page===pages?"disabled":""}>Next</button></div>`:"";
 }
 function inventoryRow(p) { return `<tr><td class="product"><strong>${esc(p.model)}</strong><small>${esc(p.manufacturer)} · ${esc(p.condition)}</small></td><td><div class="ids">${idCell(p)}</div></td><td>${fmtDate(p.receivedAt)}</td><td>${p.cost?money.format(p.cost):"—"}</td><td><span class="pill">Available</span></td><td><div class="row-actions"><button data-sell="${p.id}">Sell</button><button class="danger" data-delete="${p.id}">Delete</button></div></td></tr>`; }
 function saleRow(p) { return `<tr><td class="product"><strong>${esc(p.model)}</strong><small>${esc(p.manufacturer)} · ${esc(p.condition)}</small></td><td class="customer"><button class="customer-link" data-customer="${p.customerId||""}" data-id="${p.id}">${esc(p.customerName||"Unknown")}</button>${p.phone?`<small>${esc(p.phone)}</small>`:""}</td><td><div class="ids">${idCell(p)}</div></td><td>${fmtDate(p.soldAt)}</td><td>${esc(p.paymentMethod||"—")}${p.paymentReference?`<small>${esc(p.paymentReference)}</small>`:""}</td><td>${p.salePrice?money.format(p.salePrice):"—"}</td><td><div class="row-actions"><button data-view="${p.id}">View</button><button data-restock="${p.id}">Void & restock</button><button class="danger" data-delete="${p.id}">Delete</button></div></td></tr>`; }
+function customerRow(c) { return `<tr><td class="customer"><strong>${esc(c.name)}</strong></td><td>${esc(c.phone||"—")}</td><td>${c.count}</td><td>${fmtDate(c.lastPurchase)}</td><td>${c.total?money.format(c.total):"—"}</td><td><button class="customer-link" data-customer="${c.customerId||""}" data-id="${c.representative.id}">View customer</button></td></tr>`; }
 
 function receiveForm() {
   openModal(`<h2>Receive product</h2><p>Add a vSeeBox unit to available inventory.</p><form id="receiveForm"><div class="scan"><label>UID<input name="uid" autofocus></label><label>Serial number<input name="sn"></label><label>MAC address<input name="mac"></label></div><div class="form-row"><label>Model<select name="model"><option>V3 Plus</option><option>V6 Plus</option><option>V6 Pro</option><option>V5 Pro</option></select></label><label>Condition<select name="condition"><option>New</option><option>Used</option><option>Refurbished</option></select></label></div><div class="form-row"><label>Received date<input name="receivedAt" type="date" value="${today()}" required></label><label>Purchase cost<input name="cost" type="number" min="0" step=".01"></label></div><label>Notes<textarea name="notes" rows="2"></textarea></label><div class="form-actions"><button type="button" class="secondary" data-cancel>Cancel</button><button class="primary">Receive product</button></div></form>`);
@@ -48,14 +59,14 @@ function receiveForm() {
 }
 function sellForm(id="") {
   const available=state.products.filter(p=>p.status==="available");
-  openModal(`<h2>Record a sale</h2><p>Enter the customer, payment, and shipped-to details.</p><form id="sellForm"><label>Product<select name="productId" required>${available.map(p=>`<option value="${p.id}" ${p.id===id?"selected":""}>${esc(p.model)} — ${esc(primaryId(p))}</option>`).join("")}</select></label><div class="form-row"><label>Customer name<input name="customerName" required></label><label>Cell phone<input name="phone" type="tel"></label></div><div class="form-row"><label>Payment method<select name="paymentMethod" required><option value="">Choose a method</option><option>Cash</option><option>Venmo</option><option>PayPal</option></select></label><label>Payment reference (optional)<input name="paymentReference" placeholder="Transaction ID or note"></label></div><h3>Shipped to</h3><label>Street address<input name="shipAddress1" autocomplete="shipping address-line1"></label><label>Apartment, suite, or unit<input name="shipAddress2" autocomplete="shipping address-line2"></label><div class="address-grid"><label>City<input name="shipCity" autocomplete="shipping address-level2"></label><label>State<input name="shipState" autocomplete="shipping address-level1"></label><label>ZIP code<input name="shipZip" autocomplete="shipping postal-code"></label></div><label>Shipping notes<textarea name="shippingNotes" rows="2"></textarea></label><div class="form-row"><label>Sale price<input name="salePrice" type="number" min="0" step=".01"></label><label>Date sold<input name="soldAt" type="date" value="${today()}" required></label></div><div class="form-actions"><button type="button" class="secondary" data-cancel>Cancel</button><button class="primary">Complete sale</button></div></form>`);
+  openModal(`<h2>Record a sale</h2><p>Enter the customer, payment, and shipped-to details.</p><form id="sellForm"><label>Product<select name="productId" required>${available.map(p=>`<option value="${p.id}" ${p.id===id?"selected":""}>${esc(p.model)} — ${esc(primaryId(p))}</option>`).join("")}</select></label><div class="form-row"><label>Customer name<input name="customerName" required></label><label>Cell phone<input name="phone" type="tel"></label></div><div class="form-row"><label>Payment method<select name="paymentMethod" required><option value="">Choose a method</option><option>Cash</option><option>Venmo</option><option>PayPal</option></select></label><label>Payment reference (optional)<input name="paymentReference" placeholder="Transaction ID or note"></label></div><h3>Shipped to</h3><label>Street address<input name="shipAddress1" autocomplete="shipping address-line1"></label><label>Apartment, suite, or unit<input name="shipAddress2" autocomplete="shipping address-line2"></label><div class="address-grid"><label>City<input name="shipCity" autocomplete="shipping address-level2"></label><label>State<input name="shipState" autocomplete="shipping address-level1"></label><label>ZIP code<input name="shipZip" autocomplete="shipping postal-code"></label></div><label>Shipping notes<textarea name="shippingNotes" rows="2"></textarea></label><div class="form-row"><label>Sale price<input name="salePrice" type="number" min="0" step=".01"></label><label>Date sold<input name="soldAt" type="date" value="${today()}" required></label></div><label>General sale notes<textarea name="saleNotes" rows="3" placeholder="Anything else to remember about this sale"></textarea></label><div class="form-actions"><button type="button" class="secondary" data-cancel>Cancel</button><button class="primary">Complete sale</button></div></form>`);
   $("#sellForm").onsubmit=async e=>{ e.preventDefault(); const data=Object.fromEntries(new FormData(e.currentTarget)), productId=data.productId; delete data.productId; await change(`/api/products/${encodeURIComponent(productId)}/sell`,"POST",data,"Sale recorded."); }; $("[data-cancel]").onclick=closeModal;
 }
-async function submitForm(e,path,message){ e.preventDefault(); await change(path,"POST",Object.fromEntries(new FormData(e.currentTarget)),message); }
+async function submitForm(e,path,message,method="POST"){ e.preventDefault(); await change(path,method,Object.fromEntries(new FormData(e.currentTarget)),message); }
 async function change(path,method,body,message){ try{ await api(path,{method,body:body?JSON.stringify(body):undefined}); closeModal(); await load(); toast(message); }catch(e){ toast(e.message); } }
 
 function viewSale(p) {
-  openModal(`<h2>Sale record</h2><p>${esc(p.model)} · ${fmtDate(p.soldAt)}</p><section class="detail-card"><h3>Customer</h3><p><strong>${esc(p.customerName||"Unknown")}</strong></p><p>${esc(p.phone||"No phone recorded")}</p></section><section class="detail-card"><h3>Payment</h3><p><strong>${esc(p.paymentMethod||"Not recorded")}</strong></p>${p.paymentReference?`<p>Reference: ${esc(p.paymentReference)}</p>`:""}</section><section class="detail-card"><h3>Shipped to</h3><p>${address(p)?esc(address(p)):"No shipping address recorded"}</p>${p.shippingNotes?`<p><small>${esc(p.shippingNotes)}</small></p>`:""}</section><section class="detail-card"><h3>Product and sale</h3><p>${esc(p.manufacturer)} ${esc(p.model)} · ${esc(p.condition)}</p><div class="ids">${idCell(p)}</div><p>Received: ${fmtDate(p.receivedAt)} · Sold: ${fmtDate(p.soldAt)}</p><p>Cost: ${p.cost?money.format(p.cost):"—"} · Sale price: ${p.salePrice?money.format(p.salePrice):"—"}</p>${p.notes?`<p>Notes: ${esc(p.notes)}</p>`:""}</section><div class="form-actions"><button class="primary" data-cancel>Close</button></div>`); $("[data-cancel]").onclick=closeModal;
+  openModal(`<h2>Sale record</h2><p>${esc(p.model)} · ${fmtDate(p.soldAt)}</p><section class="detail-card"><h3>Customer</h3><p><strong>${esc(p.customerName||"Unknown")}</strong></p><p>${esc(p.phone||"No phone recorded")}</p></section><section class="detail-card"><h3>Payment</h3><p><strong>${esc(p.paymentMethod||"Not recorded")}</strong></p>${p.paymentReference?`<p>Reference: ${esc(p.paymentReference)}</p>`:""}</section><section class="detail-card"><h3>Shipped to</h3><p>${address(p)?esc(address(p)):"No shipping address recorded"}</p>${p.shippingNotes?`<p><small>${esc(p.shippingNotes)}</small></p>`:""}</section><section class="detail-card"><h3>Product and sale</h3><p>${esc(p.manufacturer)} ${esc(p.model)} · ${esc(p.condition)}</p><div class="ids">${idCell(p)}</div><p>Received: ${fmtDate(p.receivedAt)} · Sold: ${fmtDate(p.soldAt)}</p><p>Cost: ${p.cost?money.format(p.cost):"—"} · Sale price: ${p.salePrice?money.format(p.salePrice):"—"}</p>${p.notes?`<p>Inventory notes: ${esc(p.notes)}</p>`:""}</section><form id="saleNotesForm"><label>General sale notes<textarea name="saleNotes" rows="4" placeholder="Add notes about this sale">${esc(p.saleNotes||"")}</textarea></label><div class="form-actions"><button type="button" class="secondary" data-cancel>Close</button><button class="primary">Save notes</button></div></form>`); $("[data-cancel]").onclick=closeModal; $("#saleNotesForm").onsubmit=e=>submitForm(e,`/api/products/${encodeURIComponent(p.id)}`,"Sale notes saved.","PATCH");
 }
 async function viewCustomer(p) {
   if(!p.customerId) return viewSale(p);
diff --git a/public/index.html b/public/index.html
index 81d8f67..b42e5ba 100644
--- a/public/index.html
+++ b/public/index.html
@@ -1,5 +1,5 @@
 <!doctype html><html lang="en"><head><meta charset="utf-8"><meta name="viewport" content="width=device-width,initial-scale=1"><title>vSeeBox Stockroom</title><link rel="stylesheet" href="/style.css"><link rel="stylesheet" href="/extras.css"></head>
 <body><header><div class="brand"><b>S</b><span>Stockroom</span></div><input id="search" type="search" placeholder="Search UID, SN, MAC, model, customer…"><div class="actions"><button class="secondary" data-open="receive">＋ Receive product</button><button class="primary" data-open="sell">Record a sale</button></div></header>
 <main><div class="intro"><h1>Inventory Overview</h1><span id="date"></span></div><section class="stats"><article><span>Available products</span><strong id="availableCount">0</strong><small>Ready to sell</small></article><article><span>Sold this month</span><strong id="soldCount">0</strong><small id="revenue">No sales recorded</small></article><article><span>Inventory value</span><strong id="value">$0</strong><small>Based on purchase cost</small></article></section>
-<section class="records"><nav><button class="tab active" data-tab="available">Available inventory <i id="availableBadge">0</i></button><button class="tab" data-tab="sold">Sales history <i id="soldBadge">0</i></button><span>● Saved in your local database</span></nav><div class="table-wrap"><table><thead id="thead"></thead><tbody id="rows"></tbody></table><div id="empty" hidden></div></div><footer id="pagination"></footer></section></main>
+<section class="records"><nav><button class="tab active" data-tab="available">Available inventory <i id="availableBadge">0</i></button><button class="tab" data-tab="sold">Sales history <i id="soldBadge">0</i></button><button class="tab" data-tab="customers">Customers <i id="customerBadge">0</i></button><span>● Saved in your local database</span></nav><div class="table-wrap"><table><thead id="thead"></thead><tbody id="rows"></tbody></table><div id="empty" hidden></div></div><footer id="pagination"></footer></section></main>
 <dialog id="modal"><button class="close" aria-label="Close">×</button><div id="modalBody"></div></dialog><div id="toast" hidden></div><script type="module" src="/app.js"></script></body></html>