Sales & audit-log CSV download

Intranet · Sales & audit-log CSV download

Downloads sales data for a date range as CSV — both the sales themselves (date, concept, amount, tickets, store, Yardi code) and the change log (who changed what and when).

Area	Intranet
Routes	intranet.sales · intranet.sales.index
Centre modules	intranet
Staff levels	root · admin · manager · scmanager · sales
Models	intranet-sale · intranet-sales-detail
UI label	intranet.sales.download.date-error
Coverage	3 use cases · 1 happy · 3 failure

How it works

Date-range validation is done locally before any request (_validateDownloadCsvRange → validDownloadCsvDates) with three distinct messages, including one that caps the end date at today. The log columns (log.creator-email, log.created-at, log.concept, log.amount) make this the audit trail for sales figures. exportIntranetSalesDetailsCsv covers the detail rows.

Use cases

Why someone opens this (3)

• Pulling a quarter of sales for the centre’s own reporting.
• Producing an audit trail of who modified a disputed figure.
• Reconciling declared sales against the Yardi export.

Path map

flowchart LR
    F(["Sales and audit-log CSV download"]):::feat
    F --> H1["Range exported"]:::ok
    F -.-> X1["Start after end"]:::bad
    F -.-> X2["End date in the future"]:::bad
    F -.-> X3["Dates missing"]:::bad
    classDef feat fill:#26688f,stroke:#26688f,color:#ffffff,font-weight:bold
    classDef ok fill:#e3f1ea,stroke:#0d6b42,color:#0d4a2e
    classDef bad fill:#f7e6e2,stroke:#9a2d1c,color:#6e1f13

Happy paths

Range exported

1. User picks a start and end date within the allowed window.
2. _validateDownloadCsvRange passes.
3. downloadCSV builds the file with the sales or log columns and the browser downloads it.

Failure paths

Start after end

Cause — Dates reversed.

What happens — intranet.sales.download.start-date-error / intranet.sales.download.date-error (‘Date from must be less than date to’).

End date in the future

Cause — End date after today.

What happens — intranet.sales.download.end-date-error (‘The end date cannot be later than today’).

Dates missing

Cause — Either bound blank.

What happens — intranet.sales.download.start-date-missing / intranet.sales.download.end-date-missing; validDownloadCsvDates returns false and no request is made.

QA checklist

Tick these off while regression-testing this feature. The boxes are plain Markdown, so progress is visible in git diffs.

• ✅ Range exported
• ⛔ Start after end
• ⛔ End date in the future
• ⛔ Dates missing

Implementation

• app/controllers/intranet/sales.js
• app/services/csv.js

Translation keys (10)

Key	English
intranet.sales.download.date-error	Date from must be less than date to
intranet.sales.download.start-date-error	The start date must be earlier than the end date
intranet.sales.download.end-date-error	The end date cannot be later than today
intranet.sales.download.start-date-missing	Please, select a valid start date
intranet.sales.download.end-date-missing	Please, select a valid end date
log.creator-email	User
log.created-at	Upload date
log.concept	Concept
log.amount	Sales amount
commerce.yardi-code	Yardi Code

Related

• Same area — Store sales declaration & month closing · Sales status overview & Yardi export · Annual sales statement · Intranet communications (threads, confirmations, authorisations) · Communication subtypes · Files management · Footfall (flows) & Yardi upload · SAFT-E - IntelliSales import · Utility consumptions

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Generated from doc/feature-inventory.json · id intranet-sales-export · commit 276788ca6