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Overview

The Sales History feature provides businesses with the ability to track transactions, analyze sales patterns, and gain insights into their commercial performance over time.
The Sales History feature is currently in active development. This page documents the planned functionality and design.

Purpose

Sales tracking is essential for business intelligence and decision-making:

Transaction Records

Maintain a complete log of all sales transactions

Revenue Analytics

Analyze revenue trends and patterns over time

Customer Insights

Track customer purchase behavior and preferences

Reporting

Generate reports for accounting and tax purposes

Planned Features

The Sales History system is being designed with comprehensive tracking capabilities:

Transaction Recording

  • Sale Details: Date, time, amount, payment method
  • Product Information: Items sold, quantities, prices
  • Discount Tracking: Applied discounts and final prices
  • Customer Data: Customer name, contact (optional)
  • Notes: Additional transaction notes or references

Analytics and Reporting

1

Daily Reports

View total sales, transaction count, and average sale for each day
2

Period Analysis

Compare performance across weeks, months, or custom date ranges
3

Product Performance

Identify best-selling products and underperformers
4

Trend Visualization

Charts and graphs showing sales trends over time

Feature Architecture

The sales history feature follows the feature-first pattern:
Directory Structure
lib/features/sales_history/
├── screens/
│   └── sales_history_screen.dart        # Main UI screen
├── providers/
│   └── sales_history_provider.dart      # State management (planned)
├── models/
│   ├── sale_transaction.dart            # Transaction model (planned)
│   └── sale_item.dart                   # Line item model (planned)
└── widgets/
    ├── transaction_card.dart            # Display widget (planned)
    ├── sales_chart.dart                 # Visualization widget (planned)
    └── date_filter.dart                 # Date range selector (planned)

Data Model (Planned)

The sales data structure will include:
sale_transaction.dart (planned)
class SaleTransaction {
  final String id;
  final DateTime timestamp;
  
  final List<SaleItem> items;
  final double subtotal;
  final double discountAmount;
  final double taxAmount;
  final double totalAmount;
  
  final String paymentMethod;
  final String? customerName;
  final String? notes;
  
  // Computed properties
  int get itemCount => items.length;
  double get totalQuantity => items.fold(0, (sum, item) => sum + item.quantity);
}

class SaleItem {
  final String productId;
  final String productName;
  final int quantity;
  final double unitPrice;
  final double lineTotal;
  final double? discount;
}

Integration with Calculators

The sales history feature integrates with Numix’s calculation tools:

From Discount Calculator

When a discount calculation is complete:
  1. User can tap “Record Sale” button
  2. Discount details are automatically populated
  3. Final price, savings, and tax are recorded
  4. Transaction is saved to history

From Sales Price Calculator

Sales can include pricing information:
  • Record the sale price used
  • Track actual profit margins achieved
  • Compare planned vs actual margins
  • Identify pricing strategy effectiveness

From Product Inventory

Each sale automatically affects inventory:
  • Reduces product quantities
  • Updates inventory value
  • Triggers reorder alerts
  • Links transaction to product records

State Management

The sales history will use Provider for state management:
sales_history_provider.dart (planned)
class SalesHistoryProvider extends ChangeNotifier {
  final SharedPreferences _prefs;
  List<SaleTransaction> _transactions = [];
  
  // CRUD operations
  Future<void> recordSale(SaleTransaction sale) async { ... }
  Future<void> deleteSale(String id) async { ... }
  
  // Queries
  List<SaleTransaction> getSalesByDateRange(DateTime start, DateTime end) { ... }
  List<SaleTransaction> getSalesForProduct(String productId) { ... }
  
  // Analytics
  double getTotalRevenue(DateTime start, DateTime end) { ... }
  int getTransactionCount(DateTime start, DateTime end) { ... }
  double getAverageSale(DateTime start, DateTime end) { ... }
  Map<String, double> getProductSalesBreakdown() { ... }
}

Data Persistence

Sales data requires robust local storage:
For businesses with high transaction volume, use SQLite from the start to ensure scalability and query performance.

Analytics Dashboard (Planned)

The sales history screen will feature an analytics dashboard:

Key Metrics

  • Today’s Sales: Revenue, transaction count, average sale
  • This Week: Comparison with previous week
  • This Month: Monthly performance and trends
  • Top Products: Best sellers by revenue or quantity

Visualizations

Chart Types
📊 Line Chart    → Daily revenue trend over time
📊 Bar Chart     → Sales by product category
📊 Pie Chart     → Payment method breakdown
📊 Area Chart    → Cumulative revenue growth
  • Filter by date range
  • Search by customer name
  • Filter by product
  • Filter by payment method
  • Sort by amount, date, or customer

Reporting Capabilities (Planned)

Summary of all transactions for a specific day:
  • Total revenue
  • Number of transactions
  • Average transaction value
  • Payment method breakdown
  • Hourly sales distribution
Analyze which products are driving revenue:
  • Top 10 products by revenue
  • Top 10 products by quantity sold
  • Product-wise profit margins
  • Slow-moving product identification
For accounting and tax compliance:
  • Total sales before tax
  • Total tax collected
  • Tax breakdown by rate (if multiple rates)
  • Period-specific tax reports
Track customer purchase patterns:
  • Repeat customer identification
  • Customer lifetime value
  • Average purchase per customer
  • Purchase frequency

Export Functionality (Planned)

Sales data can be exported for external analysis:
  • CSV Export: Import into Excel or Google Sheets
  • PDF Reports: Professional formatted reports
  • Email Reports: Send reports to accountant or management
  • Cloud Backup: Sync to cloud storage (optional)

Privacy and Security

Sales data is sensitive and will be protected:
  • All data stored locally on device
  • No data sent to external servers without explicit user consent
  • Customer information is optional
  • Data can be encrypted at rest (planned feature)
  • Export files can be password-protected (planned)

Development Status

The Sales History feature is currently in the design phase. The screen placeholder exists at:lib/features/sales_history/screens/sales_history_screen.dartThis is an excellent opportunity for contributors interested in data visualization and analytics. See the Contributing Guide.

Discount Calculator

Record discounted sales directly from calculator

Product Inventory

Link sales to inventory for stock tracking

State Management

Learn about Provider patterns used in Numix

Contributing

Help build the sales history feature

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