feat(billing,bank): capture + void web UI (plan phase 5 web)
Completes phase 5 — the ledger and chequera pages get the append+void UI on top of the phase-5 API. Web: - Shared MovementForm (customer picker + línea + cargo/abono sign + amount + moneda + concepto facet + periodo/referencia/cheque/mensaje). Used by both /estado-cuenta (cross-customer, picker) and /estado-cuenta/[id] (customer prefilled). - /estado-cuenta and /estado-cuenta/[id]: "Capturar movimiento" toggle gated ledger:create; per-row "Anular" gated ledger:void; voided rows struck-through. Save/void refresh the list + stats. - /banco: inline BankCaptureForm (ingreso/egreso sign, cheque, operado, transferencia, monto en letras) gated bank:create; per-row "Anular" gated bank:void; voided rows struck-through. - api.ts: createMovement/voidMovement, createBankMovement/voidBankMovement; CreateMovementInput/CreateBankMovementInput types; `voided` on the movement/statement/bank list items. Also: lookups.controller.ts now audit-logs provider/policy-type/adjuster create/update/delete (parity with the other write controllers). API + web compile clean. This is the last piece of the feat/crud-rbac branch — all five sections plus users are now full CRUD with role gating. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Claude Opus 4.8
@@ -6,11 +6,14 @@ import {
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Param,
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Patch,
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Post,
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Req,
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UseGuards,
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} from "@nestjs/common";
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import { Request } from "express";
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import { AuthenticatedGuard } from "../auth/authenticated.guard";
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import { AbilityGuard } from "../auth/ability.guard";
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import { RequireAbility } from "../auth/require-ability.decorator";
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import { AuditService } from "../common/audit.service";
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import { PoliciesService } from "./policies.service";
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import {
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AdjusterDto,
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@@ -29,7 +32,14 @@ import {
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@UseGuards(AuthenticatedGuard, AbilityGuard)
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@Controller("lookups")
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export class LookupsController {
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constructor(private readonly policies: PoliciesService) {}
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constructor(
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private readonly policies: PoliciesService,
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private readonly audit: AuditService,
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) {}
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private actingId(req: Request): string {
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return (req.user as { id: string }).id;
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}
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@Get()
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list() {
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@@ -38,49 +48,99 @@ export class LookupsController {
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@Post("providers")
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@RequireAbility("lookup:manage")
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createProvider(@Body() dto: ProviderDto) {
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return this.policies.createProvider(dto);
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async createProvider(@Body() dto: ProviderDto, @Req() req: Request) {
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const row = await this.policies.createProvider(dto);
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void this.audit.log(this.actingId(req), "lookup.provider.create", {
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providerId: row.id,
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name: row.name,
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});
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return row;
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}
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@Patch("providers/:id")
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@RequireAbility("lookup:manage")
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updateProvider(@Param("id") id: string, @Body() dto: UpdateProviderDto) {
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return this.policies.updateProvider(id, dto);
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async updateProvider(
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@Param("id") id: string,
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@Body() dto: UpdateProviderDto,
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@Req() req: Request,
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) {
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const row = await this.policies.updateProvider(id, dto);
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void this.audit.log(this.actingId(req), "lookup.provider.update", {
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providerId: id,
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});
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return row;
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}
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@Delete("providers/:id")
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@RequireAbility("lookup:manage")
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removeProvider(@Param("id") id: string) {
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return this.policies.removeProvider(id);
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async removeProvider(@Param("id") id: string, @Req() req: Request) {
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const row = await this.policies.removeProvider(id);
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void this.audit.log(this.actingId(req), "lookup.provider.delete", {
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providerId: id,
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});
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return row;
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}
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@Post("policy-types")
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@RequireAbility("lookup:manage")
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createType(@Body() dto: PolicyTypeDto) {
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return this.policies.createPolicyType(dto);
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async createType(@Body() dto: PolicyTypeDto, @Req() req: Request) {
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const row = await this.policies.createPolicyType(dto);
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void this.audit.log(this.actingId(req), "lookup.policyType.create", {
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policyTypeId: row.id,
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name: row.name,
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});
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return row;
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}
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@Patch("policy-types/:id")
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@RequireAbility("lookup:manage")
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updateType(@Param("id") id: string, @Body() dto: UpdatePolicyTypeDto) {
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return this.policies.updatePolicyType(id, dto);
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async updateType(
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@Param("id") id: string,
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@Body() dto: UpdatePolicyTypeDto,
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@Req() req: Request,
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) {
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const row = await this.policies.updatePolicyType(id, dto);
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void this.audit.log(this.actingId(req), "lookup.policyType.update", {
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policyTypeId: id,
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});
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return row;
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}
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@Delete("policy-types/:id")
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@RequireAbility("lookup:manage")
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removeType(@Param("id") id: string) {
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return this.policies.removePolicyType(id);
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async removeType(@Param("id") id: string, @Req() req: Request) {
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const row = await this.policies.removePolicyType(id);
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void this.audit.log(this.actingId(req), "lookup.policyType.delete", {
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policyTypeId: id,
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});
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return row;
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}
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@Post("adjusters")
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@RequireAbility("lookup:manage")
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createAdjuster(@Body() dto: AdjusterDto) {
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return this.policies.createAdjuster(dto);
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async createAdjuster(@Body() dto: AdjusterDto, @Req() req: Request) {
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const row = await this.policies.createAdjuster(dto);
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void this.audit.log(this.actingId(req), "lookup.adjuster.create", {
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adjusterId: row.id,
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});
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return row;
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}
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@Patch("adjusters/:id")
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@RequireAbility("lookup:manage")
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updateAdjuster(@Param("id") id: string, @Body() dto: UpdateAdjusterDto) {
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return this.policies.updateAdjuster(id, dto);
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async updateAdjuster(
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@Param("id") id: string,
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@Body() dto: UpdateAdjusterDto,
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@Req() req: Request,
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) {
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const row = await this.policies.updateAdjuster(id, dto);
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void this.audit.log(this.actingId(req), "lookup.adjuster.update", {
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adjusterId: id,
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});
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return row;
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}
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@Delete("adjusters/:id")
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@RequireAbility("lookup:manage")
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removeAdjuster(@Param("id") id: string) {
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return this.policies.removeAdjuster(id);
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async removeAdjuster(@Param("id") id: string, @Req() req: Request) {
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const row = await this.policies.removeAdjuster(id);
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void this.audit.log(this.actingId(req), "lookup.adjuster.delete", {
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adjusterId: id,
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});
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return row;
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}
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}
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@@ -3,11 +3,14 @@
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import { useCallback, useEffect, useRef, useState } from "react";
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import { AppShell } from "@/components/AppShell";
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import {
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createBankMovement,
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getBankFacets,
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getBankStats,
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getBankSummary,
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listBankMovements,
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voidBankMovement,
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} from "@/lib/api";
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import { useCan } from "@/lib/abilities";
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import {
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bankDirectionLabel,
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bankSourceLabel,
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@@ -27,6 +30,7 @@ import type {
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BankStats,
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BankSummary,
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BankTotals,
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CreateBankMovementInput,
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} from "@/lib/types";
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/**
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@@ -77,6 +81,8 @@ export default function BancoPage() {
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}
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function BankBrowser() {
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const canCapture = useCan("bank:create");
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const canVoid = useCan("bank:void");
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const [stats, setStats] = useState<BankStats | null>(null);
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const [facets, setFacets] = useState<BankFacets | null>(null);
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const [view, setView] = useState<View>("movimientos");
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@@ -93,6 +99,7 @@ function BankBrowser() {
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const [summaryYear, setSummaryYear] = useState<number | null>(null);
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const [loading, setLoading] = useState(true);
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const [error, setError] = useState<string | null>(null);
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const [captureOpen, setCaptureOpen] = useState(false);
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const debounceRef = useRef<ReturnType<typeof setTimeout>>();
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@@ -237,8 +244,28 @@ function BankBrowser() {
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</button>
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))}
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</div>
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{view === "movimientos" && canCapture && (
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<button
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type="button"
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className="btn btn-primary"
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onClick={() => setCaptureOpen((v) => !v)}
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>
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{captureOpen ? "Cerrar captura" : "Capturar movimiento"}
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</button>
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)}
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</div>
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{view === "movimientos" && captureOpen && (
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<BankCaptureForm
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onSaved={() => {
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setCaptureOpen(false);
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runSearch(movements?.page ?? 1);
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getBankStats().then(setStats).catch(() => setStats(null));
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}}
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onCancel={() => setCaptureOpen(false)}
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/>
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)}
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{view === "movimientos" && (
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<div className="filter-row">
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<label className="filter-field">
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@@ -383,11 +410,26 @@ function BankBrowser() {
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<th>Beneficiario / concepto</th>
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<th>Origen</th>
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<th className="num">Monto</th>
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{canVoid && (
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<th style={{ width: 1, whiteSpace: "nowrap" }}>
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Acciones
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</th>
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)}
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</tr>
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</thead>
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<tbody>
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{movements?.items.map((m) => (
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<BankRow key={m.id} m={m} />
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<BankRow
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key={m.id}
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m={m}
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canVoid={canVoid}
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onVoided={() => {
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runSearch(movements?.page ?? 1);
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getBankStats()
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.then(setStats)
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.catch(() => setStats(null));
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}}
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/>
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))}
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</tbody>
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</table>
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@@ -524,17 +566,44 @@ function FilteredTotals({ totals }: { totals: BankTotals }) {
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);
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}
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function BankRow({ m }: { m: BankListItem }) {
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function BankRow({
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m,
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canVoid,
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onVoided,
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}: {
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m: BankListItem;
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canVoid: boolean;
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onVoided: () => void;
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}) {
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const [busy, setBusy] = useState(false);
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async function doVoid() {
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if (
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!window.confirm(
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"¿Anular este movimiento? Quedará tachado y no contará en los totales.",
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)
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)
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return;
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setBusy(true);
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try {
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await voidBankMovement(m.id);
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onVoided();
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} catch (e) {
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window.alert(
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(e as Error)?.message ?? "No se pudo anular el movimiento.",
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);
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setBusy(false);
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}
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}
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return (
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<tr>
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<tr style={m.voided ? { textDecoration: "line-through", opacity: 0.55 } : undefined}>
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<td className="mono" style={{ whiteSpace: "nowrap" }}>
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{formatDate(m.transactionDate)}
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</td>
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<td className="tx-ref">
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{m.reference || "—"}
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{!m.cleared && (
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<div className="tx-concept">Sin operar</div>
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)}
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{!m.cleared && <div className="tx-concept">Sin operar</div>}
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</td>
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<td>
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{m.concept || <span className="muted">Sin concepto</span>}
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@@ -547,6 +616,21 @@ function BankRow({ m }: { m: BankListItem }) {
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</span>
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<div className="tx-cur">{bankDirectionLabel(m.direction)}</div>
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</td>
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{canVoid && (
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<td style={{ whiteSpace: "nowrap" }}>
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{!m.voided && (
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<button
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type="button"
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className="btn btn-ghost"
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style={{ padding: "4px 10px", fontSize: 12 }}
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onClick={doVoid}
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disabled={busy}
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>
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{busy ? "Anulando…" : "Anular"}
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</button>
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)}
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</td>
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)}
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</tr>
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);
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}
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@@ -687,6 +771,198 @@ function SummaryView({
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);
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}
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/** Inline capture form for a single chequera movement. Single currency (MXN);
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* sign convention: positive = ingreso, negative = egreso. Booked rows are
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* never edited — fix mistakes with voidBankMovement + a fresh capture. */
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function BankCaptureForm({
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onSaved,
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onCancel,
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}: {
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onSaved: () => void;
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onCancel: () => void;
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}) {
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const [direction, setDirection] = useState<BankDirection>("expense");
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const [amount, setAmount] = useState("");
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const [transactionDate, setTransactionDate] = useState(
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new Date().toISOString().slice(0, 10),
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);
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const [concept, setConcept] = useState("");
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const [reference, setReference] = useState("");
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const [transactionType, setTransactionType] = useState("");
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const [cleared, setCleared] = useState(true);
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const [transferred, setTransferred] = useState(false);
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const [notes, setNotes] = useState("");
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const [amountInWords, setAmountInWords] = useState("");
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const [saving, setSaving] = useState(false);
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const [error, setError] = useState<string | null>(null);
|
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|
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function s(v: string): string | undefined {
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const t = v.trim();
|
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return t === "" ? undefined : t;
|
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}
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|
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async function submit(e: React.FormEvent) {
|
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e.preventDefault();
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const abs = Number(amount);
|
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if (!Number.isFinite(abs) || abs <= 0) {
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setError("El monto debe ser un número mayor a cero.");
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return;
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}
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const signed = direction === "income" ? Math.abs(abs) : -Math.abs(abs);
|
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const payload: CreateBankMovementInput = {
|
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amount: signed,
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transactionDate,
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concept: s(concept),
|
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reference: s(reference),
|
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transactionType: s(transactionType),
|
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cleared,
|
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transferred,
|
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notes: s(notes),
|
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amountInWords: s(amountInWords),
|
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};
|
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setSaving(true);
|
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setError(null);
|
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try {
|
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await createBankMovement(payload);
|
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onSaved();
|
||||
} catch (e2) {
|
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setError((e2 as Error)?.message ?? "No se pudo guardar el movimiento.");
|
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setSaving(false);
|
||||
}
|
||||
}
|
||||
|
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return (
|
||||
<form onSubmit={submit}>
|
||||
{error && <div className="state-box state-error">{error}</div>}
|
||||
<div className="card" style={{ padding: 20, marginBottom: 16 }}>
|
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<h2 className="section-title" style={{ marginBottom: 14 }}>
|
||||
Capturar movimiento de chequera
|
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</h2>
|
||||
<div className="form-grid">
|
||||
<label className="field">
|
||||
<span className="field-label">
|
||||
Tipo <span aria-hidden>*</span>
|
||||
</span>
|
||||
<select
|
||||
className="select"
|
||||
value={direction}
|
||||
onChange={(e) => setDirection(e.target.value as BankDirection)}
|
||||
>
|
||||
<option value="income">Ingreso</option>
|
||||
<option value="expense">Egreso</option>
|
||||
</select>
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">
|
||||
Fecha <span aria-hidden>*</span>
|
||||
</span>
|
||||
<input
|
||||
className="input"
|
||||
type="date"
|
||||
required
|
||||
value={transactionDate}
|
||||
onChange={(e) => setTransactionDate(e.target.value)}
|
||||
/>
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">
|
||||
Monto (MXN) <span aria-hidden>*</span>
|
||||
</span>
|
||||
<input
|
||||
className="input"
|
||||
type="number"
|
||||
step="0.01"
|
||||
required
|
||||
min="0"
|
||||
value={amount}
|
||||
onChange={(e) => setAmount(e.target.value)}
|
||||
placeholder="0.00"
|
||||
/>
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Concepto</span>
|
||||
<input
|
||||
className="input"
|
||||
value={concept}
|
||||
onChange={(e) => setConcept(e.target.value)}
|
||||
placeholder="Beneficiario o motivo"
|
||||
/>
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Referencia / cheque</span>
|
||||
<input
|
||||
className="input"
|
||||
value={reference}
|
||||
onChange={(e) => setReference(e.target.value)}
|
||||
/>
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Tipo en origen</span>
|
||||
<input
|
||||
className="input"
|
||||
value={transactionType}
|
||||
onChange={(e) => setTransactionType(e.target.value)}
|
||||
placeholder="INGRESO / EGRESO"
|
||||
/>
|
||||
</label>
|
||||
<label className="field">
|
||||
<span className="field-label">Monto en letras</span>
|
||||
<input
|
||||
className="input"
|
||||
value={amountInWords}
|
||||
onChange={(e) => setAmountInWords(e.target.value)}
|
||||
placeholder="Ej. CIENTO CINCUENTA MIL PESOS 00/100"
|
||||
/>
|
||||
</label>
|
||||
<label
|
||||
className="field"
|
||||
style={{ flexDirection: "row", alignItems: "center", gap: 8 }}
|
||||
>
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={cleared}
|
||||
onChange={(e) => setCleared(e.target.checked)}
|
||||
/>
|
||||
<span className="field-label" style={{ margin: 0 }}>
|
||||
Operado por el banco
|
||||
</span>
|
||||
</label>
|
||||
<label
|
||||
className="field"
|
||||
style={{ flexDirection: "row", alignItems: "center", gap: 8 }}
|
||||
>
|
||||
<input
|
||||
type="checkbox"
|
||||
checked={transferred}
|
||||
onChange={(e) => setTransferred(e.target.checked)}
|
||||
/>
|
||||
<span className="field-label" style={{ margin: 0 }}>
|
||||
Transferencia
|
||||
</span>
|
||||
</label>
|
||||
</div>
|
||||
<label className="field" style={{ marginTop: 16 }}>
|
||||
<span className="field-label">Notas</span>
|
||||
<textarea
|
||||
className="input"
|
||||
rows={2}
|
||||
value={notes}
|
||||
onChange={(e) => setNotes(e.target.value)}
|
||||
/>
|
||||
</label>
|
||||
</div>
|
||||
<div className="form-actions">
|
||||
<button type="submit" className="btn btn-primary" disabled={saving}>
|
||||
{saving ? "Guardando…" : "Capturar movimiento"}
|
||||
</button>
|
||||
<button type="button" className="btn btn-outline" onClick={onCancel}>
|
||||
Cancelar
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
);
|
||||
}
|
||||
|
||||
function Pager({
|
||||
page,
|
||||
pageCount,
|
||||
|
||||
@@ -3,7 +3,13 @@
|
||||
import { useEffect, useMemo, useState } from "react";
|
||||
import Link from "next/link";
|
||||
import { AppShell } from "@/components/AppShell";
|
||||
import { getStatement } from "@/lib/api";
|
||||
import { MovementForm } from "@/components/MovementForm";
|
||||
import {
|
||||
getBillingFacets,
|
||||
getStatement,
|
||||
voidMovement,
|
||||
} from "@/lib/api";
|
||||
import { useCan } from "@/lib/abilities";
|
||||
import {
|
||||
balancePhrase,
|
||||
balanceTone,
|
||||
@@ -17,6 +23,7 @@ import {
|
||||
txTypeLabel,
|
||||
} from "@/lib/labels";
|
||||
import type {
|
||||
BillingFacets,
|
||||
LedgerCurrency,
|
||||
Statement,
|
||||
StatementMovement,
|
||||
@@ -48,14 +55,18 @@ export default function EstadoCuentaDetailPage({
|
||||
}
|
||||
|
||||
function StatementView({ id }: { id: string }) {
|
||||
const canCapture = useCan("ledger:create");
|
||||
const canVoid = useCan("ledger:void");
|
||||
const [data, setData] = useState<Statement | null>(null);
|
||||
const [facets, setFacets] = useState<BillingFacets | null>(null);
|
||||
const [loading, setLoading] = useState(true);
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
const [captureOpen, setCaptureOpen] = useState(false);
|
||||
|
||||
const [currency, setCurrency] = useState<LedgerCurrency | null>(null);
|
||||
const [domain, setDomain] = useState<TransactionDomain | "">("");
|
||||
|
||||
useEffect(() => {
|
||||
function reload() {
|
||||
let alive = true;
|
||||
setLoading(true);
|
||||
setError(null);
|
||||
@@ -63,9 +74,10 @@ function StatementView({ id }: { id: string }) {
|
||||
.then((d) => {
|
||||
if (!alive) return;
|
||||
setData(d);
|
||||
// Default to the currency the customer actually moves the most in.
|
||||
// Default to the currency the customer actually moves the most in;
|
||||
// preserve a previously-chosen currency across reloads.
|
||||
const busiest = [...d.summary].sort((a, b) => b.count - a.count)[0];
|
||||
setCurrency(busiest?.currency ?? "MXN");
|
||||
setCurrency((prev) => prev ?? busiest?.currency ?? "MXN");
|
||||
setLoading(false);
|
||||
})
|
||||
.catch((e) => {
|
||||
@@ -80,6 +92,13 @@ function StatementView({ id }: { id: string }) {
|
||||
return () => {
|
||||
alive = false;
|
||||
};
|
||||
}
|
||||
|
||||
useEffect(() => {
|
||||
const cleanup = reload();
|
||||
getBillingFacets().then(setFacets).catch(() => setFacets(null));
|
||||
return cleanup;
|
||||
// eslint-disable-next-line react-hooks/exhaustive-deps
|
||||
}, [id]);
|
||||
|
||||
const movements = useMemo(() => {
|
||||
@@ -178,8 +197,35 @@ function StatementView({ id }: { id: string }) {
|
||||
title="Movimientos"
|
||||
count={movements.length}
|
||||
countSuffix={movements.length === 1 ? "movimiento" : "movimientos"}
|
||||
right={
|
||||
canCapture ? (
|
||||
<button
|
||||
type="button"
|
||||
className="btn btn-primary"
|
||||
onClick={() => setCaptureOpen((v) => !v)}
|
||||
>
|
||||
{captureOpen ? "Cerrar captura" : "Capturar movimiento"}
|
||||
</button>
|
||||
) : undefined
|
||||
}
|
||||
/>
|
||||
|
||||
{captureOpen && (
|
||||
<MovementForm
|
||||
concepts={facets?.types ?? []}
|
||||
defaultCurrency={currency ?? "MXN"}
|
||||
defaultCustomer={{
|
||||
id: data.customer.id,
|
||||
name: data.customer.name,
|
||||
}}
|
||||
onSaved={() => {
|
||||
setCaptureOpen(false);
|
||||
reload();
|
||||
}}
|
||||
onCancel={() => setCaptureOpen(false)}
|
||||
/>
|
||||
)}
|
||||
|
||||
<div className="filter-row">
|
||||
<label className="filter-field">
|
||||
<span className="filter-label">Moneda</span>
|
||||
@@ -228,11 +274,21 @@ function StatementView({ id }: { id: string }) {
|
||||
<th>Referencia</th>
|
||||
<th className="num">Cargo / Abono</th>
|
||||
<th className="num">Saldo</th>
|
||||
{canVoid && (
|
||||
<th style={{ width: 1, whiteSpace: "nowrap" }}>
|
||||
Acciones
|
||||
</th>
|
||||
)}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{movements.map((m) => (
|
||||
<StatementRow key={m.id} m={m} />
|
||||
<StatementRow
|
||||
key={m.id}
|
||||
m={m}
|
||||
canVoid={canVoid}
|
||||
onVoided={reload}
|
||||
/>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
@@ -425,10 +481,39 @@ function ConceptosSection({
|
||||
);
|
||||
}
|
||||
|
||||
function StatementRow({ m }: { m: StatementMovement }) {
|
||||
function StatementRow({
|
||||
m,
|
||||
canVoid,
|
||||
onVoided,
|
||||
}: {
|
||||
m: StatementMovement;
|
||||
canVoid: boolean;
|
||||
onVoided: () => void;
|
||||
}) {
|
||||
const concept = m.message || m.period || null;
|
||||
const [busy, setBusy] = useState(false);
|
||||
|
||||
async function doVoid() {
|
||||
if (
|
||||
!window.confirm(
|
||||
"¿Anular este movimiento? Quedará tachado y no contará en los totales.",
|
||||
)
|
||||
)
|
||||
return;
|
||||
setBusy(true);
|
||||
try {
|
||||
await voidMovement(m.id);
|
||||
onVoided();
|
||||
} catch (e) {
|
||||
window.alert(
|
||||
(e as Error)?.message ?? "No se pudo anular el movimiento.",
|
||||
);
|
||||
setBusy(false);
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<tr>
|
||||
<tr style={m.voided ? { textDecoration: "line-through", opacity: 0.55 } : undefined}>
|
||||
<td className="mono" style={{ whiteSpace: "nowrap" }}>
|
||||
{formatDate(m.transactionDate)}
|
||||
</td>
|
||||
@@ -455,6 +540,21 @@ function StatementRow({ m }: { m: StatementMovement }) {
|
||||
{formatMoney(m.balanceAfter, m.currency)}
|
||||
</span>
|
||||
</td>
|
||||
{canVoid && (
|
||||
<td style={{ whiteSpace: "nowrap" }}>
|
||||
{!m.voided && (
|
||||
<button
|
||||
type="button"
|
||||
className="btn btn-ghost"
|
||||
style={{ padding: "4px 10px", fontSize: 12 }}
|
||||
onClick={doVoid}
|
||||
disabled={busy}
|
||||
>
|
||||
{busy ? "Anulando…" : "Anular"}
|
||||
</button>
|
||||
)}
|
||||
</td>
|
||||
)}
|
||||
</tr>
|
||||
);
|
||||
}
|
||||
@@ -464,14 +564,23 @@ function SectionHead({
|
||||
title,
|
||||
count,
|
||||
countSuffix,
|
||||
right,
|
||||
}: {
|
||||
rule: string;
|
||||
title: string;
|
||||
count?: number;
|
||||
countSuffix?: string;
|
||||
right?: React.ReactNode;
|
||||
}) {
|
||||
return (
|
||||
<div className="section-head">
|
||||
<div
|
||||
className="section-head"
|
||||
style={
|
||||
right
|
||||
? { display: "flex", alignItems: "center", gap: 12, flexWrap: "wrap" }
|
||||
: undefined
|
||||
}
|
||||
>
|
||||
<span className={`section-rule ${rule}`} aria-hidden />
|
||||
<h2 className="section-title">{title}</h2>
|
||||
{count != null && (
|
||||
@@ -479,6 +588,9 @@ function SectionHead({
|
||||
{formatNumber(count)} {countSuffix ?? ""}
|
||||
</span>
|
||||
)}
|
||||
{right && (
|
||||
<div style={{ marginLeft: "auto" }}>{right}</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -3,12 +3,15 @@
|
||||
import { useCallback, useEffect, useRef, useState } from "react";
|
||||
import Link from "next/link";
|
||||
import { AppShell } from "@/components/AppShell";
|
||||
import { MovementForm } from "@/components/MovementForm";
|
||||
import {
|
||||
getBillingFacets,
|
||||
getBillingStats,
|
||||
listBalances,
|
||||
listMovements,
|
||||
voidMovement,
|
||||
} from "@/lib/api";
|
||||
import { useCan } from "@/lib/abilities";
|
||||
import {
|
||||
balancePhrase,
|
||||
balanceTone,
|
||||
@@ -95,6 +98,8 @@ export default function EstadoCuentaPage() {
|
||||
}
|
||||
|
||||
function BillingBrowser() {
|
||||
const canCapture = useCan("ledger:create");
|
||||
const canVoid = useCan("ledger:void");
|
||||
const [stats, setStats] = useState<BillingStats | null>(null);
|
||||
const [facets, setFacets] = useState<BillingFacets | null>(null);
|
||||
const [view, setView] = useState<View>("saldos");
|
||||
@@ -119,6 +124,7 @@ function BillingBrowser() {
|
||||
const [movements, setMovements] = useState<MovementListResponse | null>(null);
|
||||
const [loading, setLoading] = useState(true);
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
const [captureOpen, setCaptureOpen] = useState(false);
|
||||
|
||||
const debounceRef = useRef<ReturnType<typeof setTimeout>>();
|
||||
|
||||
@@ -287,8 +293,38 @@ function BillingBrowser() {
|
||||
</button>
|
||||
))}
|
||||
</div>
|
||||
{view === "movimientos" && canCapture && (
|
||||
<button
|
||||
type="button"
|
||||
className="btn btn-primary"
|
||||
onClick={() => setCaptureOpen((v) => !v)}
|
||||
>
|
||||
{captureOpen ? "Cerrar captura" : "Capturar movimiento"}
|
||||
</button>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{view === "movimientos" && captureOpen && (
|
||||
<section className="section">
|
||||
<div className="section-head">
|
||||
<span className="section-rule cuenta" aria-hidden />
|
||||
<h2 className="section-title">Capturar movimiento</h2>
|
||||
</div>
|
||||
<MovementForm
|
||||
concepts={facets?.types ?? []}
|
||||
defaultCurrency={currency}
|
||||
onSaved={() => {
|
||||
setCaptureOpen(false);
|
||||
runSearch(movements?.page ?? 1);
|
||||
getBillingStats()
|
||||
.then(setStats)
|
||||
.catch(() => setStats(null));
|
||||
}}
|
||||
onCancel={() => setCaptureOpen(false)}
|
||||
/>
|
||||
</section>
|
||||
)}
|
||||
|
||||
<div className="filter-row">
|
||||
<label className="filter-field">
|
||||
<span className="filter-label">Moneda</span>
|
||||
@@ -506,11 +542,22 @@ function BillingBrowser() {
|
||||
<th>Concepto</th>
|
||||
<th>Referencia</th>
|
||||
<th className="num">Monto</th>
|
||||
{canVoid && <th style={{ width: 1, whiteSpace: "nowrap" }}>Acciones</th>}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{movements?.items.map((m) => (
|
||||
<MovementRow key={m.id} m={m} />
|
||||
<MovementRow
|
||||
key={m.id}
|
||||
m={m}
|
||||
canVoid={canVoid}
|
||||
onVoided={() => {
|
||||
runSearch(movements?.page ?? 1);
|
||||
getBillingStats()
|
||||
.then(setStats)
|
||||
.catch(() => setStats(null));
|
||||
}}
|
||||
/>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
@@ -739,9 +786,32 @@ function BalanceRow({
|
||||
);
|
||||
}
|
||||
|
||||
function MovementRow({ m }: { m: MovementListItem }) {
|
||||
function MovementRow({
|
||||
m,
|
||||
canVoid,
|
||||
onVoided,
|
||||
}: {
|
||||
m: MovementListItem;
|
||||
canVoid: boolean;
|
||||
onVoided: () => void;
|
||||
}) {
|
||||
const [busy, setBusy] = useState(false);
|
||||
|
||||
async function doVoid() {
|
||||
if (!window.confirm("¿Anular este movimiento? Quedará tachado y no contará en los totales."))
|
||||
return;
|
||||
setBusy(true);
|
||||
try {
|
||||
await voidMovement(m.id);
|
||||
onVoided();
|
||||
} catch (e) {
|
||||
window.alert((e as Error)?.message ?? "No se pudo anular el movimiento.");
|
||||
setBusy(false);
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<tr>
|
||||
<tr style={m.voided ? { textDecoration: "line-through", opacity: 0.55 } : undefined}>
|
||||
<td className="mono" style={{ whiteSpace: "nowrap" }}>
|
||||
{formatDate(m.transactionDate)}
|
||||
</td>
|
||||
@@ -776,6 +846,21 @@ function MovementRow({ m }: { m: MovementListItem }) {
|
||||
{m.currency} · {directionLabel(m.direction)}
|
||||
</div>
|
||||
</td>
|
||||
{canVoid && (
|
||||
<td style={{ whiteSpace: "nowrap" }}>
|
||||
{!m.voided && (
|
||||
<button
|
||||
type="button"
|
||||
className="btn btn-ghost"
|
||||
style={{ padding: "4px 10px", fontSize: 12 }}
|
||||
onClick={doVoid}
|
||||
disabled={busy}
|
||||
>
|
||||
{busy ? "Anulando…" : "Anular"}
|
||||
</button>
|
||||
)}
|
||||
</td>
|
||||
)}
|
||||
</tr>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -0,0 +1,260 @@
|
||||
"use client";
|
||||
|
||||
import { useState } from "react";
|
||||
import { CustomerPicker } from "@/components/CustomerPicker";
|
||||
import { createMovement } from "@/lib/api";
|
||||
import type {
|
||||
CreateMovementInput,
|
||||
Currency,
|
||||
Facet,
|
||||
LedgerCurrency,
|
||||
TransactionDomain,
|
||||
} from "@/lib/types";
|
||||
|
||||
const DOMAINS: { key: TransactionDomain; label: string }[] = [
|
||||
{ key: "UTILITY", label: "Servicios" },
|
||||
{ key: "INSURANCE", label: "Seguros" },
|
||||
{ key: "TRUST", label: "Fideicomiso" },
|
||||
];
|
||||
|
||||
type Direction = "charge" | "credit";
|
||||
|
||||
function today(): string {
|
||||
return new Date().toISOString().slice(0, 10);
|
||||
}
|
||||
|
||||
function s(v: string): string | undefined {
|
||||
const t = v.trim();
|
||||
return t === "" ? undefined : t;
|
||||
}
|
||||
|
||||
/** Capture form for one ledger movement. `defaultCustomer` pre-fills the picker
|
||||
* when opening from a customer's statement. `concepts` is the list of
|
||||
* transaction-type facets from the billing module. */
|
||||
export function MovementForm({
|
||||
concepts,
|
||||
defaultCurrency,
|
||||
defaultCustomer,
|
||||
defaultDomain,
|
||||
onSaved,
|
||||
onCancel,
|
||||
}: {
|
||||
concepts: Facet[];
|
||||
defaultCurrency?: LedgerCurrency;
|
||||
defaultCustomer?: { id: string; name: string };
|
||||
defaultDomain?: TransactionDomain;
|
||||
onSaved: () => void;
|
||||
onCancel: () => void;
|
||||
}) {
|
||||
const [customerId, setCustomerId] = useState(defaultCustomer?.id ?? "");
|
||||
const [customerName, setCustomerName] = useState(defaultCustomer?.name ?? "");
|
||||
const [domain, setDomain] = useState<TransactionDomain>(
|
||||
defaultDomain ?? "UTILITY",
|
||||
);
|
||||
const [direction, setDirection] = useState<Direction>("charge");
|
||||
const [amount, setAmount] = useState("");
|
||||
const [transactionDate, setTransactionDate] = useState(today());
|
||||
const [currency, setCurrency] = useState<LedgerCurrency>(
|
||||
defaultCurrency ?? "MXN",
|
||||
);
|
||||
const [typeId, setTypeId] = useState("");
|
||||
const [period, setPeriod] = useState("");
|
||||
const [reference, setReference] = useState("");
|
||||
const [checkNumber, setCheckNumber] = useState("");
|
||||
const [message, setMessage] = useState("");
|
||||
const [saving, setSaving] = useState(false);
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
|
||||
async function submit(e: React.FormEvent) {
|
||||
e.preventDefault();
|
||||
if (!customerId) {
|
||||
setError("Selecciona un cliente.");
|
||||
return;
|
||||
}
|
||||
const abs = Number(amount);
|
||||
if (!Number.isFinite(abs) || abs === 0) {
|
||||
setError("El monto debe ser un número distinto de cero.");
|
||||
return;
|
||||
}
|
||||
const signed = direction === "charge" ? -Math.abs(abs) : Math.abs(abs);
|
||||
const payload: CreateMovementInput = {
|
||||
customerId,
|
||||
domain,
|
||||
amount: signed,
|
||||
transactionDate,
|
||||
currency: currency as Currency,
|
||||
typeId: s(typeId),
|
||||
period: s(period),
|
||||
reference: s(reference),
|
||||
checkNumber: s(checkNumber),
|
||||
message: s(message),
|
||||
};
|
||||
setSaving(true);
|
||||
setError(null);
|
||||
try {
|
||||
await createMovement(payload);
|
||||
onSaved();
|
||||
} catch (e2) {
|
||||
setError((e2 as Error)?.message ?? "No se pudo guardar el movimiento.");
|
||||
setSaving(false);
|
||||
}
|
||||
}
|
||||
|
||||
return (
|
||||
<form onSubmit={submit}>
|
||||
{error && <div className="state-box state-error">{error}</div>}
|
||||
|
||||
<div className="card" style={{ padding: 20, marginBottom: 16 }}>
|
||||
<h2 className="section-title" style={{ marginBottom: 14 }}>Cliente</h2>
|
||||
<CustomerPicker
|
||||
value={customerId}
|
||||
valueName={customerId ? customerName : undefined}
|
||||
onPick={(id, name) => {
|
||||
setCustomerId(id);
|
||||
setCustomerName(name);
|
||||
}}
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div className="card" style={{ padding: 20, marginBottom: 16 }}>
|
||||
<h2 className="section-title" style={{ marginBottom: 14 }}>Movimiento</h2>
|
||||
<div className="form-grid">
|
||||
<Field label="Línea de negocio" required>
|
||||
<select
|
||||
className="select"
|
||||
value={domain}
|
||||
onChange={(e) => setDomain(e.target.value as TransactionDomain)}
|
||||
>
|
||||
{DOMAINS.map((d) => (
|
||||
<option key={d.key} value={d.key}>
|
||||
{d.label}
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
</Field>
|
||||
<Field label="Fecha" required>
|
||||
<input
|
||||
className="input"
|
||||
type="date"
|
||||
required
|
||||
value={transactionDate}
|
||||
onChange={(e) => setTransactionDate(e.target.value)}
|
||||
/>
|
||||
</Field>
|
||||
<Field label="Tipo" required>
|
||||
<select
|
||||
className="select"
|
||||
value={direction}
|
||||
onChange={(e) => setDirection(e.target.value as Direction)}
|
||||
>
|
||||
<option value="charge">Cargo</option>
|
||||
<option value="credit">Abono</option>
|
||||
</select>
|
||||
</Field>
|
||||
<Field label="Monto" required>
|
||||
<input
|
||||
className="input"
|
||||
type="number"
|
||||
step="0.01"
|
||||
required
|
||||
min="0"
|
||||
value={amount}
|
||||
onChange={(e) => setAmount(e.target.value)}
|
||||
placeholder="0.00"
|
||||
/>
|
||||
</Field>
|
||||
<Field label="Moneda" required>
|
||||
<select
|
||||
className="select"
|
||||
value={currency}
|
||||
onChange={(e) => setCurrency(e.target.value as LedgerCurrency)}
|
||||
>
|
||||
<option value="MXN">Pesos (MXN)</option>
|
||||
<option value="USD">Dólares (USD)</option>
|
||||
</select>
|
||||
</Field>
|
||||
<Field label="Concepto">
|
||||
<select
|
||||
className="select"
|
||||
value={typeId}
|
||||
onChange={(e) => setTypeId(e.target.value)}
|
||||
>
|
||||
<option value="">(sin concepto)</option>
|
||||
{concepts.map((t) => (
|
||||
<option key={t.id} value={t.id}>
|
||||
{t.name}
|
||||
</option>
|
||||
))}
|
||||
</select>
|
||||
</Field>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div className="card" style={{ padding: 20, marginBottom: 16 }}>
|
||||
<h2 className="section-title" style={{ marginBottom: 14 }}>Detalles</h2>
|
||||
<div className="form-grid">
|
||||
<Field label="Periodo">
|
||||
<input
|
||||
className="input"
|
||||
value={period}
|
||||
onChange={(e) => setPeriod(e.target.value)}
|
||||
placeholder="Ej. 2025-01"
|
||||
/>
|
||||
</Field>
|
||||
<Field label="Referencia">
|
||||
<input
|
||||
className="input"
|
||||
value={reference}
|
||||
onChange={(e) => setReference(e.target.value)}
|
||||
/>
|
||||
</Field>
|
||||
<Field label="Número de cheque">
|
||||
<input
|
||||
className="input"
|
||||
value={checkNumber}
|
||||
onChange={(e) => setCheckNumber(e.target.value)}
|
||||
/>
|
||||
</Field>
|
||||
</div>
|
||||
<label className="field" style={{ marginTop: 16 }}>
|
||||
<span className="field-label">Mensaje</span>
|
||||
<textarea
|
||||
className="input"
|
||||
rows={2}
|
||||
value={message}
|
||||
onChange={(e) => setMessage(e.target.value)}
|
||||
/>
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<div className="form-actions">
|
||||
<button type="submit" className="btn btn-primary" disabled={saving}>
|
||||
{saving ? "Guardando…" : "Capturar movimiento"}
|
||||
</button>
|
||||
<button type="button" className="btn btn-outline" onClick={onCancel}>
|
||||
Cancelar
|
||||
</button>
|
||||
</div>
|
||||
</form>
|
||||
);
|
||||
}
|
||||
|
||||
function Field({
|
||||
label,
|
||||
required,
|
||||
children,
|
||||
}: {
|
||||
label: string;
|
||||
required?: boolean;
|
||||
children: React.ReactNode;
|
||||
}) {
|
||||
return (
|
||||
<label className="field">
|
||||
<span className="field-label">
|
||||
{label}
|
||||
{required && <span aria-hidden> *</span>}
|
||||
</span>
|
||||
{children}
|
||||
</label>
|
||||
);
|
||||
}
|
||||
@@ -16,6 +16,8 @@ import type {
|
||||
BillingFacets,
|
||||
BillingStats,
|
||||
BusinessLine,
|
||||
CreateBankMovementInput,
|
||||
CreateMovementInput,
|
||||
CustomerDetail,
|
||||
CustomerInput,
|
||||
CustomerListResponse,
|
||||
@@ -43,6 +45,7 @@ import type {
|
||||
Role,
|
||||
ServiceKind,
|
||||
Statement,
|
||||
Transaction,
|
||||
TransactionDomain,
|
||||
TrustFilter,
|
||||
UserRow,
|
||||
@@ -477,6 +480,22 @@ export function getStatement(customerId: string): Promise<Statement> {
|
||||
return apiFetch<Statement>(`/billing/customers/${customerId}`);
|
||||
}
|
||||
|
||||
/** Append a new ledger movement. Booked movements are never edited — fix
|
||||
* mistakes with voidMovement + a fresh capture. */
|
||||
export function createMovement(
|
||||
input: CreateMovementInput,
|
||||
): Promise<Transaction> {
|
||||
return apiFetch<Transaction>("/billing", {
|
||||
method: "POST",
|
||||
body: JSON.stringify(input),
|
||||
});
|
||||
}
|
||||
|
||||
/** Reverse a movement by marking it voided; totals drop it. 400 if already void. */
|
||||
export function voidMovement(id: string): Promise<Transaction> {
|
||||
return apiFetch<Transaction>(`/billing/${id}/void`, { method: "POST" });
|
||||
}
|
||||
|
||||
/* ------------------------------------------------- Bank register (chequera) */
|
||||
|
||||
export interface BankQuery {
|
||||
@@ -517,6 +536,22 @@ export function getBankSummary(year?: number): Promise<BankSummary> {
|
||||
return apiFetch<BankSummary>(`/bank/summary${year ? `?year=${year}` : ""}`);
|
||||
}
|
||||
|
||||
/** Append a new chequera movement. Booked rows are never edited — fix mistakes
|
||||
* with voidBankMovement + a fresh capture. */
|
||||
export function createBankMovement(
|
||||
input: CreateBankMovementInput,
|
||||
): Promise<unknown> {
|
||||
return apiFetch("/bank", {
|
||||
method: "POST",
|
||||
body: JSON.stringify(input),
|
||||
});
|
||||
}
|
||||
|
||||
/** Reverse a chequera movement by marking it voided; totals drop it. */
|
||||
export function voidBankMovement(id: string): Promise<unknown> {
|
||||
return apiFetch(`/bank/${id}/void`, { method: "POST" });
|
||||
}
|
||||
|
||||
/* ------------------------------------------------- Users / administration */
|
||||
|
||||
export function listUsers(): Promise<UserRow[]> {
|
||||
|
||||
@@ -683,6 +683,23 @@ export interface Movement {
|
||||
/** Legacy table the row came from — `datos2`, `EFECTIVO`, `fee15`, … */
|
||||
source: string | null;
|
||||
type: TransactionType | null;
|
||||
/** App-voided (`voidedAt` set). UI strikes; totals exclude. */
|
||||
voided: boolean;
|
||||
}
|
||||
|
||||
/** Payload for POST /billing — a new ledger movement. Sign convention: negative
|
||||
* = cargo (charge), positive = abono (credit). */
|
||||
export interface CreateMovementInput {
|
||||
customerId: string;
|
||||
domain: TransactionDomain;
|
||||
amount: number;
|
||||
transactionDate: string;
|
||||
currency?: Currency;
|
||||
typeId?: string;
|
||||
period?: string;
|
||||
reference?: string;
|
||||
checkNumber?: string;
|
||||
message?: string;
|
||||
}
|
||||
|
||||
export interface MovementListItem extends Movement {
|
||||
@@ -909,6 +926,22 @@ export interface BankListItem {
|
||||
/** "CIENTO CINCUENTA MIL PESOS 00/100" — egresos only. */
|
||||
amountInWords: string | null;
|
||||
source: string | null;
|
||||
/** App-voided (`voidedAt` set). UI strikes; totals exclude. */
|
||||
voided: boolean;
|
||||
}
|
||||
|
||||
/** Payload for POST /bank — a new chequera movement. Sign convention: positive
|
||||
* = ingreso, negative = egreso. MXN only. */
|
||||
export interface CreateBankMovementInput {
|
||||
amount: number;
|
||||
transactionDate: string;
|
||||
concept?: string;
|
||||
reference?: string;
|
||||
transactionType?: string;
|
||||
cleared?: boolean;
|
||||
transferred?: boolean;
|
||||
notes?: string;
|
||||
amountInWords?: string;
|
||||
}
|
||||
|
||||
export interface BankTotals {
|
||||
|
||||
Reference in New Issue
Block a user