feat(reports): reports module + /inicio + edo-cuenta-datos prefill
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- New reports backend (registry, service, controller, outputs, types)
  with catalog endpoint + slug/CSV/XLSX/PDF/print outputs.
- /reportes catalog + /reportes/[slug] runner; ReportRunner + ContextReports
  components wire pre-filtered links from domain pages.
- Fix: /reportes/[slug] now reads searchParams and forwards initialParams to
  ReportRunner so /reportes/edo-cuenta-datos?customerId=... auto-runs
  instead of dropping the id and forcing a manual customer search.
- /inicio landing page; root + login redirect to /inicio.
- Company header env vars + logo asset for PDF/print rendering.
- exceljs + pdfkit deps.
This commit is contained in:
2026-07-23 23:20:41 -07:00
parent 921a47cbaa
commit 8802f08d4f
30 changed files with 4424 additions and 6 deletions
+8
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@@ -2,6 +2,7 @@
import { useCallback, useEffect, useRef, useState } from "react";
import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import {
createBankMovement,
getBankFacets,
@@ -208,6 +209,13 @@ function BankBrowser() {
parte del estado de cuenta de los clientes y sus cifras no se suman
con las de ellos.
</p>
<div style={{ marginTop: 8 }}>
<ContextReports
entries={[
{ slug: "reporte-de-efectivo", label: "Reporte de efectivo" },
]}
/>
</div>
</div>
<div className="toolbar">
+10
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@@ -3,6 +3,7 @@
import { useEffect, useState } from "react";
import Link from "next/link";
import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import {
archiveCustomer,
getCustomer,
@@ -95,6 +96,15 @@ function Detail({ id }: { id: string }) {
<div className="rise">
<div className="detail-actionbar">
<BackLink />
<ContextReports
entries={[
{
slug: "edo-cuenta-datos",
label: "Estado de cuenta (reporte)",
params: { customerId: data.id },
},
]}
/>
<CustomerActions
customer={data}
onChange={() => getCustomer(id).then(setData).catch(() => {})}
+7
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@@ -3,6 +3,7 @@
import { useCallback, useEffect, useRef, useState } from "react";
import Link from "next/link";
import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import { getStats, listCustomers } from "@/lib/api";
import { useCan } from "@/lib/abilities";
import { formatNumber, SIN_NOMBRE } from "@/lib/labels";
@@ -99,6 +100,12 @@ function ClientesBrowser() {
<div style={{ display: "flex", alignItems: "center", gap: 16 }}>
<h1 className="page-title" style={{ margin: 0 }}>Clientes</h1>
<span style={{ flex: 1 }} />
<ContextReports
entries={[
{ slug: "listado-en-rojo", label: "En rojo" },
{ slug: "pagos-no-efectuados", label: "Sin pagos (agua)" },
]}
/>
{canCreate && (
<Link href="/clientes/nuevo" className="btn btn-primary">
+ Nuevo cliente
+10
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@@ -3,6 +3,7 @@
import { useCallback, useEffect, useRef, useState } from "react";
import Link from "next/link";
import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import { MovementForm } from "@/components/MovementForm";
import {
getBillingFacets,
@@ -256,6 +257,15 @@ function BillingBrowser() {
<LedgerTotalsStrip stats={stats} />
</div>
<div style={{ marginTop: 12 }}>
<ContextReports
entries={[
{ slug: "listado-en-rojo", label: "En rojo" },
{ slug: "reporte-de-efectivo", label: "Reporte de efectivo" },
]}
/>
</div>
<div className="toolbar">
<div className="search-box">
<span className="search-icon" aria-hidden>
+485
View File
@@ -2205,3 +2205,488 @@ button {
padding: 20px;
z-index: 50;
}
/* ============================================================================
Home dashboard (/inicio)
========================================================================== */
.home {
display: flex;
flex-direction: column;
gap: 36px;
padding-top: 8px;
}
.home-last-seen {
margin-top: 14px;
font-size: 13px;
}
.home-section {
display: flex;
flex-direction: column;
gap: 14px;
}
.section-head {
display: flex;
align-items: baseline;
justify-content: space-between;
gap: 16px;
flex-wrap: wrap;
}
.section-title {
font-family: var(--font-display);
font-size: 20px;
font-weight: 560;
margin: 0;
color: var(--ink);
letter-spacing: -0.005em;
}
.section-sub {
font-size: 12.5px;
color: var(--muted);
}
/* KPI cards row — 4 across on wide screens, 2 on tablet, 1 on mobile */
.home-section.kpi-row {
display: grid;
}
.home > .home-section:first-of-type {
display: grid;
grid-template-columns: repeat(4, 1fr);
gap: 14px;
}
@media (max-width: 1080px) {
.home > .home-section:first-of-type {
grid-template-columns: repeat(2, 1fr);
}
}
@media (max-width: 560px) {
.home > .home-section:first-of-type {
grid-template-columns: 1fr;
}
}
.kpi-card {
display: flex;
flex-direction: column;
padding: 18px 18px 16px;
text-decoration: none;
color: inherit;
transition: transform 0.18s var(--ease-out-expo), box-shadow 0.18s;
position: relative;
}
.kpi-card:hover {
transform: translateY(-2px);
box-shadow: var(--shadow-md);
}
.kpi-label {
font-size: 11.5px;
text-transform: uppercase;
letter-spacing: 0.06em;
color: var(--muted);
font-weight: 700;
}
.kpi-primary {
font-family: var(--font-display);
font-size: 32px;
font-weight: 560;
color: var(--ink);
margin-top: 8px;
font-feature-settings: "tnum" 1;
letter-spacing: -0.015em;
line-height: 1.1;
min-height: 36px;
}
.kpi-sub {
list-style: none;
padding: 0;
margin: 12px 0 0;
display: flex;
flex-direction: column;
gap: 4px;
font-size: 12.5px;
color: var(--ink-soft);
}
.kpi-sub li {
line-height: 1.35;
}
.kpi-cta {
margin-top: 14px;
font-size: 12px;
font-weight: 700;
color: var(--brand-700);
letter-spacing: 0.02em;
text-transform: uppercase;
}
.kpi-card:hover .kpi-cta {
color: var(--brand-800);
}
/* Attention grid — auto-fill so the row of cards stays balanced */
.attention-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(240px, 1fr));
gap: 14px;
}
.attention-card {
display: flex;
flex-direction: column;
gap: 6px;
padding: 16px 18px 18px;
text-decoration: none;
color: inherit;
border-left: 3px solid var(--line-strong);
transition: transform 0.18s var(--ease-out-expo), box-shadow 0.18s;
position: relative;
}
.attention-card:hover {
transform: translateY(-2px);
box-shadow: var(--shadow-md);
}
.attention-card.tone-warn {
border-left-color: var(--seguros);
}
.attention-card.tone-info {
border-left-color: var(--brand-600);
}
.attention-card.tone-muted {
border-left-color: var(--muted-2);
}
.attention-head {
display: flex;
align-items: center;
justify-content: space-between;
gap: 10px;
}
.attention-title {
font-size: 12px;
text-transform: uppercase;
letter-spacing: 0.06em;
color: var(--muted);
font-weight: 700;
}
.attention-arrow {
color: var(--muted-2);
font-size: 14px;
transition: transform 0.18s var(--ease-out-expo), color 0.18s;
}
.attention-card:hover .attention-arrow {
color: var(--brand-700);
transform: translateX(3px);
}
.attention-primary {
font-family: var(--font-display);
font-size: 26px;
font-weight: 560;
color: var(--ink);
font-feature-settings: "tnum" 1;
letter-spacing: -0.01em;
line-height: 1.1;
min-height: 30px;
margin-top: 2px;
}
.attention-sub {
font-size: 12.5px;
color: var(--ink-soft);
line-height: 1.4;
}
.attention-meta {
font-size: 11.5px;
color: var(--muted);
margin-top: 4px;
}
/* Currency totals inside an attention card */
.home-currency-totals {
display: inline-flex;
flex-wrap: wrap;
gap: 8px 14px;
align-items: baseline;
}
.home-currency-totals-row {
display: inline-flex;
align-items: baseline;
gap: 6px;
}
.home-currency-totals-num {
font-family: var(--font-display);
font-feature-settings: "tnum" 1;
font-size: 20px;
font-weight: 560;
}
/* Quick links row */
.quick-grid {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(180px, 1fr));
gap: 12px;
}
.quick-link {
display: flex;
flex-direction: column;
padding: 14px 16px;
text-decoration: none;
color: inherit;
position: relative;
transition: transform 0.18s var(--ease-out-expo), box-shadow 0.18s;
}
.quick-link:hover {
transform: translateY(-2px);
box-shadow: var(--shadow-md);
}
.quick-label {
font-family: var(--font-display);
font-size: 17px;
font-weight: 560;
color: var(--ink);
}
.quick-sub {
font-size: 12px;
color: var(--muted);
margin-top: 2px;
}
.quick-arrow {
position: absolute;
top: 14px;
right: 16px;
color: var(--muted-2);
font-size: 14px;
transition: transform 0.18s var(--ease-out-expo), color 0.18s;
}
.quick-link:hover .quick-arrow {
color: var(--brand-700);
transform: translateX(3px);
}
/* Money tone helpers (used in chequera card) */
.money-pos { color: var(--positive); }
.money-neg { color: var(--negative); }
/* ============================================================================
Reports module
========================================================================== */
.report-catalog {
display: flex;
flex-direction: column;
gap: 28px;
margin-top: 20px;
}
.report-catalog-group {
display: flex;
flex-direction: column;
gap: 10px;
}
.report-catalog-title {
font-family: var(--font-display);
font-weight: 500;
font-size: 20px;
color: var(--brand-800);
margin: 0;
padding-bottom: 6px;
border-bottom: 1px solid var(--line);
}
.report-catalog-list {
list-style: none;
margin: 0;
padding: 0;
display: grid;
grid-template-columns: repeat(auto-fill, minmax(320px, 1fr));
gap: 12px;
}
.report-catalog-item {
margin: 0;
}
.report-catalog-link {
display: flex;
flex-direction: column;
gap: 6px;
padding: 14px 16px;
background: var(--surface);
border: 1px solid var(--line);
border-radius: 8px;
color: inherit;
text-decoration: none;
transition: border-color 0.18s, transform 0.18s var(--ease-out-expo);
}
.report-catalog-link:hover {
border-color: var(--brand-500);
transform: translateY(-1px);
}
.report-catalog-item-title {
font-weight: 600;
font-size: 15px;
color: var(--ink);
}
.report-catalog-item-desc {
font-size: 13px;
color: var(--muted);
line-height: 1.4;
}
.report-catalog-item-meta {
display: flex;
flex-wrap: wrap;
gap: 6px;
margin-top: 4px;
}
.report-catalog-tag {
font-size: 11px;
background: var(--brand-tint);
color: var(--brand-800);
padding: 2px 8px;
border-radius: 999px;
font-family: var(--font-mono);
}
.report-catalog-tag.muted {
background: var(--paper-2);
color: var(--muted);
}
/* Runner */
.report-runner {
display: flex;
flex-direction: column;
gap: 16px;
margin-top: 20px;
}
.report-filters {
display: flex;
flex-wrap: wrap;
gap: 12px;
align-items: flex-end;
background: var(--surface);
border: 1px solid var(--line);
border-radius: 8px;
padding: 14px 16px;
}
.report-filters-actions {
display: flex;
align-items: center;
gap: 8px;
margin-left: auto;
}
.report-error {
background: #fbeae3;
color: var(--negative);
border: 1px solid #e6b6a4;
border-radius: 6px;
padding: 10px 14px;
font-size: 13px;
}
.report-loading {
font-size: 12px;
color: var(--muted);
padding: 4px 0;
}
.report-result {
display: flex;
flex-direction: column;
gap: 12px;
}
.report-result-head {
display: flex;
align-items: flex-end;
gap: 16px;
flex-wrap: wrap;
}
.report-result-meta {
flex: 1;
min-width: 200px;
}
.report-output-buttons {
display: flex;
flex-wrap: wrap;
gap: 6px;
}
.btn-sm {
padding: 4px 10px;
font-size: 12px;
}
.report-table-wrap {
overflow-x: auto;
background: var(--surface);
border: 1px solid var(--line);
border-radius: 8px;
}
.report-table {
width: 100%;
border-collapse: collapse;
font-size: 13px;
}
.report-table th,
.report-table td {
padding: 8px 12px;
border-bottom: 1px solid var(--line);
}
.report-table th {
background: var(--paper-2);
color: var(--ink-soft);
font-weight: 600;
text-align: left;
position: sticky;
top: 0;
z-index: 1;
}
.report-table tbody tr:hover {
background: var(--paper-2);
}
.report-totals {
background: var(--accent);
color: #f5f1e8;
font-weight: 600;
padding: 10px 14px;
}
.statement {
display: flex;
flex-direction: column;
gap: 20px;
}
.statement-head {
background: var(--surface);
border: 1px solid var(--line);
border-radius: 8px;
padding: 16px 18px;
}
.statement-name {
font-family: var(--font-display);
font-size: 22px;
font-weight: 600;
color: var(--ink);
margin: 0 0 4px;
}
.statement-section-title {
font-family: var(--font-display);
font-size: 16px;
font-weight: 500;
color: var(--brand-800);
margin: 0 0 8px;
}
/* Context buttons (the inline shortcut on existing pages) */
.context-reports {
display: flex;
flex-wrap: wrap;
gap: 6px;
align-items: center;
margin-left: auto;
}
.context-reports-label {
font-size: 11px;
color: var(--muted-2);
text-transform: uppercase;
letter-spacing: 0.06em;
margin-right: 4px;
font-weight: 500;
}
.context-report-link {
font-size: 12px;
padding: 4px 10px;
border: 1px solid var(--line);
background: var(--surface);
color: var(--ink);
border-radius: 999px;
text-decoration: none;
transition: border-color 0.15s, color 0.15s;
}
.context-report-link:hover {
border-color: var(--brand-500);
color: var(--brand-700);
}
+455
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@@ -0,0 +1,455 @@
"use client";
import { useEffect, useState } from "react";
import Link from "next/link";
import { AppShell } from "@/components/AppShell";
import {
EXPIRY_WINDOW_DAYS,
getBankStats,
getBillingStats,
getPolicyStats,
getPropertyStats,
getStats,
} from "@/lib/api";
import { useAuth } from "@/lib/abilities";
import {
balancePhrase,
formatDate,
formatMoney,
formatNumber,
policyStatusLabel,
trustStatusLabel,
} from "@/lib/labels";
import type {
BankStats,
BillingStats,
CustomerStats,
PolicyStats,
PropertyStats,
} from "@/lib/types";
export default function InicioPage() {
return (
<AppShell>
<HomeDashboard />
</AppShell>
);
}
interface DashboardData {
customers: CustomerStats | null;
policies: PolicyStats | null;
properties: PropertyStats | null;
billing: BillingStats | null;
bank: BankStats | null;
}
function HomeDashboard() {
const user = useAuth();
const [data, setData] = useState<DashboardData>({
customers: null,
policies: null,
properties: null,
billing: null,
bank: null,
});
const [loading, setLoading] = useState(true);
useEffect(() => {
let alive = true;
Promise.allSettled([
getStats(),
getPolicyStats(),
getPropertyStats(),
getBillingStats(),
getBankStats(),
]).then((results) => {
if (!alive) return;
setData({
customers: results[0].status === "fulfilled" ? results[0].value : null,
policies: results[1].status === "fulfilled" ? results[1].value : null,
properties: results[2].status === "fulfilled" ? results[2].value : null,
billing: results[3].status === "fulfilled" ? results[3].value : null,
bank: results[4].status === "fulfilled" ? results[4].value : null,
});
setLoading(false);
});
return () => {
alive = false;
};
}, []);
const greeting = greetingFor(user?.name);
const lastBillingMovement = data.billing?.lastMovement ?? null;
const lastBankMovement = data.bank?.lastMovement ?? null;
return (
<div className="home rise">
<div className="page-head">
<p className="eyebrow">Resumen general</p>
<h1 className="page-title">{greeting}</h1>
<p className="muted" style={{ marginTop: 6, maxWidth: 640 }}>
Vista rápida del estado de la cartera de clientes, las pólizas
activas, los fideicomisos y los movimientos recientes.
</p>
<LastSeenLine
billing={lastBillingMovement}
bank={lastBankMovement}
loading={loading}
/>
</div>
<section aria-label="Indicadores principales" className="home-section">
<KpiCard
href="/clientes"
label="Clientes"
loading={loading}
primary={data.customers ? formatNumber(data.customers.customers) : "—"}
sub={
data.customers
? [
`${formatNumber(data.customers.withUtilities)} con servicios`,
`${formatNumber(data.customers.withInsurance)} con seguros`,
`${formatNumber(data.customers.bothLines)} en ambos ramos`,
]
: []
}
/>
<KpiCard
href="/servicios"
label="Propiedades"
loading={loading}
primary={data.properties ? formatNumber(data.properties.properties) : "—"}
sub={
data.properties
? [
`${formatNumber(data.properties.services)} servicios`,
`${formatNumber(data.properties.trusts)} fideicomisos`,
`${formatNumber(data.properties.trustExpiring)} por vencer`,
]
: []
}
/>
<KpiCard
href="/polizas"
label="Pólizas"
loading={loading}
primary={data.policies ? formatNumber(data.policies.total) : "—"}
sub={
data.policies
? [
`${formatNumber(data.policies.active)} vigentes`,
`${formatNumber(data.policies.expiring)} por vencer (${EXPIRY_WINDOW_DAYS} d)`,
`${formatNumber(data.policies.expired + data.policies.undated)} vencidas o sin fecha`,
]
: []
}
/>
<KpiCard
href="/estado-cuenta"
label="Movimientos"
loading={loading}
primary={data.billing ? formatNumber(data.billing.movements) : "—"}
sub={
data.billing
? [
`${formatNumber(data.billing.ledgerCustomers)} clientes con cargo`,
`${formatNumber(data.billing.crossLineCustomers)} con ambos ramos`,
lastBillingMovement
? `Último: ${formatDate(lastBillingMovement)}`
: "Sin movimientos",
]
: []
}
/>
</section>
<section aria-label="Atención" className="home-section">
<div className="section-head">
<h2 className="section-title">Atención</h2>
<span className="section-sub">
Lo que conviene revisar antes de cerrar el día
</span>
</div>
<div className="attention-grid">
<AttentionCard
href="/polizas?status=expiring"
tone="warn"
loading={loading}
title="Pólizas por vencer"
primary={
data.policies ? formatNumber(data.policies.expiring) : "—"
}
sub={
data.policies
? `En los próximos ${EXPIRY_WINDOW_DAYS} días — ventana: ${policyStatusLabel("expiring")}`
: undefined
}
meta={
data.policies
? `${formatNumber(data.policies.active)} vigentes · ${formatNumber(data.policies.expired)} vencidas`
: undefined
}
/>
<AttentionCard
href="/servicios?trust=expiring"
tone="warn"
loading={loading}
title="Fideicomisos por vencer"
primary={
data.properties ? formatNumber(data.properties.trustExpiring) : "—"
}
sub={
data.properties
? `Renueva en los próximos ${EXPIRY_WINDOW_DAYS} días (${trustStatusLabel("expiring")})`
: undefined
}
meta={
data.properties
? `${formatNumber(data.properties.trusts)} fideicomisos en cartera`
: undefined
}
/>
<AttentionCard
href="/polizas?status=undated"
tone="muted"
loading={loading}
title="Pólizas sin vigencia"
primary={data.policies ? formatNumber(data.policies.undated) : "—"}
sub={
data.policies
? "Sin fecha de fin registrada — revisar y completar"
: undefined
}
meta={
data.policies
? `${formatNumber(data.policies.liquidated)} liquidadas`
: undefined
}
/>
<AttentionCard
href="/estado-cuenta"
tone="info"
loading={loading}
title="Clientes con adeudo"
primary={
data.billing ? (
<CurrencyTotals
totals={data.billing.byCurrency}
field="owing"
/>
) : (
"—"
)
}
sub={
data.billing
? `En ${formatNumber(data.billing.ledgerCustomers)} expedientes con cargo`
: undefined
}
meta={
data.billing
? `${formatNumber(data.billing.crossLineCustomers)} clientes con cargo en ambos ramos`
: undefined
}
/>
<AttentionCard
href="/banco"
tone="info"
loading={loading}
title="Chequera del despacho"
primary={
data.bank ? (
<span className={data.bank.net.startsWith("-") ? "money-neg" : "money-pos"}>
{formatMoney(data.bank.net, "MXN")}
</span>
) : (
"—"
)
}
sub={
data.bank
? balancePhrase(data.bank.net)
: undefined
}
meta={
data.bank
? `${formatNumber(data.bank.movements)} movimientos · ${formatNumber(data.bank.pending)} pendientes`
: undefined
}
/>
</div>
</section>
<section aria-label="Accesos rápidos" className="home-section">
<div className="section-head">
<h2 className="section-title">Accesos rápidos</h2>
<span className="section-sub">
Ir directo a cada módulo
</span>
</div>
<div className="quick-grid">
<QuickLink href="/clientes" label="Clientes" sub="Directorio unificado" />
<QuickLink href="/servicios" label="Propiedades" sub="Servicios y fideicomisos" />
<QuickLink href="/polizas" label="Pólizas" sub="Vigencias y liquidaciones" />
<QuickLink href="/estado-cuenta" label="Estado de cuenta" sub="Cargos y abonos" />
<QuickLink href="/banco" label="Chequera" sub="Ingresos y egresos" />
</div>
</section>
</div>
);
}
function greetingFor(name?: string): string {
const hour = new Date().getHours();
const partOfDay =
hour < 12 ? "Buenos días" : hour < 19 ? "Buenas tardes" : "Buenas noches";
const display = (name ?? "").trim().split(/\s+/)[0];
return display ? `${partOfDay}, ${display}` : partOfDay;
}
function LastSeenLine({
billing,
bank,
loading,
}: {
billing: string | null;
bank: string | null;
loading: boolean;
}) {
if (loading) {
return (
<p className="muted home-last-seen" aria-hidden="true">
<span className="skeleton" style={{ display: "inline-block", width: 220, height: 12 }} />
</p>
);
}
if (!billing && !bank) return null;
return (
<p className="muted home-last-seen">
{billing && <>Último movimiento de cartera: <strong>{formatDate(billing)}</strong></>}
{billing && bank && <span aria-hidden="true"> · </span>}
{bank && <>Último movimiento de chequera: <strong>{formatDate(bank)}</strong></>}
</p>
);
}
function KpiCard({
href,
label,
primary,
sub,
loading,
}: {
href: string;
label: string;
primary: React.ReactNode;
sub: string[];
loading: boolean;
}) {
return (
<Link href={href} className="kpi-card card">
<div className="kpi-label">{label}</div>
<div className="kpi-primary">
{loading ? (
<span
className="skeleton"
style={{ display: "inline-block", width: 90, height: 30 }}
/>
) : (
primary
)}
</div>
<ul className="kpi-sub">
{loading
? Array.from({ length: 3 }).map((_, i) => (
<li key={i} className="skeleton" style={{ height: 10 }} />
))
: sub.map((line) => <li key={line}>{line}</li>)}
</ul>
<span className="kpi-cta" aria-hidden="true">
Ver módulo
</span>
</Link>
);
}
function AttentionCard({
href,
tone,
title,
primary,
sub,
meta,
loading,
}: {
href: string;
tone: "warn" | "info" | "muted";
title: string;
primary: React.ReactNode;
sub?: string;
meta?: string;
loading: boolean;
}) {
return (
<Link href={href} className={`attention-card tone-${tone} card`}>
<div className="attention-head">
<span className="attention-title">{title}</span>
<span className="attention-arrow" aria-hidden="true"></span>
</div>
<div className="attention-primary">
{loading ? (
<span
className="skeleton"
style={{ display: "inline-block", width: 70, height: 28 }}
/>
) : (
primary
)}
</div>
{sub && !loading && <div className="attention-sub">{sub}</div>}
{meta && !loading && <div className="attention-meta">{meta}</div>}
</Link>
);
}
function QuickLink({
href,
label,
sub,
}: {
href: string;
label: string;
sub: string;
}) {
return (
<Link href={href} className="quick-link card">
<span className="quick-label">{label}</span>
<span className="quick-sub">{sub}</span>
<span className="quick-arrow" aria-hidden="true"></span>
</Link>
);
}
function CurrencyTotals({
totals,
field,
}: {
totals: BillingStats["byCurrency"];
field: "owing" | "inCredit";
}) {
if (!totals || totals.length === 0) return <></>;
return (
<span className="home-currency-totals">
{totals.map((c) => (
<span key={c.currency} className="home-currency-totals-row">
<span className="badge badge-count">{c.currency}</span>
<span className="home-currency-totals-num">
{formatNumber(c[field])}
</span>
</span>
))}
</span>
);
}
+2 -2
View File
@@ -16,7 +16,7 @@ export default function LoginPage() {
useEffect(() => {
let alive = true;
me()
.then(() => router.replace("/clientes"))
.then(() => router.replace("/inicio"))
.catch(() => {
if (alive) setBootChecking(false);
});
@@ -31,7 +31,7 @@ export default function LoginPage() {
setSubmitting(true);
try {
await login(email.trim(), password);
router.replace("/clientes");
router.replace("/inicio");
} catch (err) {
if (err instanceof ApiError && err.status === 401) {
setError("Correo o contraseña incorrectos");
+1 -1
View File
@@ -1,5 +1,5 @@
import { redirect } from "next/navigation";
export default function HomePage() {
redirect("/clientes");
redirect("/inicio");
}
+10
View File
@@ -3,6 +3,7 @@
import { useEffect, useState } from "react";
import Link from "next/link";
import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import {
addPolicyChild,
archivePolicy,
@@ -92,6 +93,15 @@ function Detail({ id }: { id: string }) {
<div className="rise">
<div className="detail-actionbar">
<BackLink />
<ContextReports
entries={[
{
slug: "edo-cuenta-datos",
label: "Estado de cuenta del cliente",
params: { customerId: data.customer.id },
},
]}
/>
<PolicyActions data={data} onChange={reload} />
</div>
<Hero data={data} />
+8
View File
@@ -3,6 +3,7 @@
import { useCallback, useEffect, useRef, useState } from "react";
import Link from "next/link";
import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import { useCan } from "@/lib/abilities";
import {
EXPIRY_WINDOW_DAYS,
@@ -127,6 +128,13 @@ function PolizasBrowser() {
<div style={{ display: "flex", alignItems: "center", gap: 16 }}>
<h1 className="page-title" style={{ margin: 0 }}>Pólizas</h1>
<span style={{ flex: 1 }} />
<ContextReports
entries={[
{ slug: "vigente", label: "Por vencer (Lic.)", params: { typeName: "LICENCIAS" } },
{ slug: "vigente", label: "Por vencer (Mult.)", params: { typeName: "MULT" } },
{ slug: "vigente", label: "Por vencer (Incen.)", params: { typeName: "INCEN" } },
]}
/>
{canCreate && (
<Link href="/polizas/nuevo" className="btn btn-primary">+ Nueva póliza</Link>
)}
+110
View File
@@ -0,0 +1,110 @@
"use client";
import Link from "next/link";
import { useEffect, useState } from "react";
import { AppShell } from "@/components/AppShell";
import { ReportRunner } from "@/components/ReportRunner";
import { getReportCatalog } from "@/lib/api";
import type { ReportDef } from "@/lib/types";
/**
* /reportes/[slug] — one report's runner page. The whole page is
* data-driven from the catalog; if a slug isn't in the registry the
* page shows a "not found" inline message.
*/
export default function ReporteRunnerPage({
params,
searchParams,
}: {
params: { slug: string };
searchParams?: Record<string, string | string[] | undefined>;
}) {
return (
<AppShell>
<Runner slug={params.slug} searchParams={searchParams} />
</AppShell>
);
}
function Runner({
slug,
searchParams,
}: {
slug: string;
searchParams?: Record<string, string | string[] | undefined>;
}) {
const [def, setDef] = useState<ReportDef | null>(null);
const [missing, setMissing] = useState(false);
const [error, setError] = useState<string | null>(null);
useEffect(() => {
getReportCatalog()
.then((c) => {
const found = c.items.find((r) => r.slug === slug);
if (found) setDef(found);
else setMissing(true);
})
.catch((e) => setError(e?.message ?? "No se pudo cargar el reporte."));
}, [slug]);
if (error) {
return (
<>
<BackLink />
<div className="report-error">{error}</div>
</>
);
}
if (missing) {
return (
<>
<BackLink />
<div className="empty-inline">Reporte "{slug}" no encontrado.</div>
</>
);
}
if (!def) {
return (
<>
<BackLink />
<div className="empty-inline">Cargando reporte</div>
</>
);
}
const initialParams: Record<string, string> = {};
if (searchParams) {
const allowed = new Set(def.params.map((p) => p.key));
for (const [k, v] of Object.entries(searchParams)) {
if (!allowed.has(k)) continue;
const s = Array.isArray(v) ? v[0] : v;
if (s) initialParams[k] = s;
}
}
return (
<>
<div className="page-head rise">
<p className="eyebrow">Reportes</p>
<h1 className="page-title">{def.title}</h1>
<p className="muted" style={{ marginTop: 6, maxWidth: 720 }}>
{def.description}
</p>
{def.legacyName && (
<p className="muted small" style={{ marginTop: 4 }}>
Equivalente en Access: <code>{def.legacyName}</code>
</p>
)}
</div>
<ReportRunner def={def} initialParams={initialParams} />
</>
);
}
function BackLink() {
return (
<Link href="/reportes" className="back-link">
Reportes
</Link>
);
}
+100
View File
@@ -0,0 +1,100 @@
"use client";
import Link from "next/link";
import { useEffect, useState } from "react";
import { AppShell } from "@/components/AppShell";
import { getReportCatalog } from "@/lib/api";
import type { ReportCatalog, ReportDef, ReportDomain } from "@/lib/types";
/**
* The /reportes catalog. Index of every registered report, grouped by
* domain (matches the main nav). Discovery layer for the 280+ reports
* the system will eventually surface; for now we ship 6 in v1.
*/
export default function ReportesPage() {
return (
<AppShell>
<ReportesCatalog />
</AppShell>
);
}
const DOMAIN_LABEL: Record<ReportDomain, string> = {
clientes: "Clientes",
polizas: "Pólizas",
servicios: "Servicios",
"estado-cuenta": "Estado de cuenta",
chequera: "Chequera",
};
const DOMAIN_ORDER: ReportDomain[] = [
"clientes",
"estado-cuenta",
"polizas",
"servicios",
"chequera",
];
function ReportesCatalog() {
const [catalog, setCatalog] = useState<ReportCatalog | null>(null);
const [error, setError] = useState<string | null>(null);
useEffect(() => {
getReportCatalog()
.then(setCatalog)
.catch((e) => setError(e?.message ?? "No se pudo cargar el catálogo."));
}, []);
const grouped = new Map<ReportDomain, ReportDef[]>();
if (catalog) {
for (const r of catalog.items) {
const list = grouped.get(r.domain) ?? [];
list.push(r);
grouped.set(r.domain, list);
}
}
return (
<>
<div className="page-head rise">
<p className="eyebrow">Reportes</p>
<h1 className="page-title">Catálogo de reportes</h1>
<p className="muted" style={{ marginTop: 6, maxWidth: 640 }}>
{catalog
? `${catalog.items.length} reportes disponibles. Cada uno corre como consulta sobre el esquema actual — los filtros y totales se recalculan en vivo.`
: "Cargando…"}
</p>
</div>
{error && <div className="report-error">{error}</div>}
<div className="report-catalog">
{DOMAIN_ORDER.filter((d) => grouped.has(d)).map((d) => (
<section key={d} className="report-catalog-group">
<h2 className="report-catalog-title">{DOMAIN_LABEL[d]}</h2>
<ul className="report-catalog-list">
{(grouped.get(d) ?? []).map((r) => (
<li key={r.slug} className="report-catalog-item">
<Link href={`/reportes/${r.slug}`} className="report-catalog-link">
<div className="report-catalog-item-title">{r.title}</div>
<div className="report-catalog-item-desc">{r.description}</div>
<div className="report-catalog-item-meta">
{r.legacyName && (
<span className="report-catalog-tag">
Legacy: {r.legacyName}
</span>
)}
<span className="report-catalog-tag muted">
{r.format === "statement" ? "Estado de cuenta" : "Tabular"}
</span>
</div>
</Link>
</li>
))}
</ul>
</section>
))}
</div>
</>
);
}
+8
View File
@@ -3,6 +3,7 @@
import { useCallback, useEffect, useRef, useState } from "react";
import Link from "next/link";
import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import { useCan } from "@/lib/abilities";
import {
EXPIRY_WINDOW_DAYS,
@@ -169,6 +170,13 @@ function ServiciosBrowser() {
<div style={{ display: "flex", alignItems: "center", gap: 16 }}>
<h1 className="page-title" style={{ margin: 0 }}>Propiedades</h1>
<span style={{ flex: 1 }} />
<ContextReports
entries={[
{ slug: "faltantes", label: "Faltantes agua", params: { serviceKind: "WATER" } },
{ slug: "faltantes", label: "Faltantes luz", params: { serviceKind: "ELECTRICITY" } },
{ slug: "faltantes", label: "Faltantes tel.", params: { serviceKind: "PHONE" } },
]}
/>
{canCreate && (
<Link href="/servicios/nuevo" className="btn btn-primary">+ Nueva propiedad</Link>
)}
+7 -3
View File
@@ -14,12 +14,14 @@ import type { AuthUser, Ability } from "@/lib/types";
* content. Provides the AuthContext so any page can read the user's
* abilities. Used by every authenticated page.
*/
const NAV: { href: string; label: string; ability?: Ability }[] = [
const NAV: { href: string; label: string; ability?: Ability; exact?: boolean }[] = [
{ href: "/inicio", label: "Inicio", exact: true },
{ href: "/clientes", label: "Clientes" },
{ href: "/servicios", label: "Propiedades" },
{ href: "/polizas", label: "Pólizas" },
{ href: "/estado-cuenta", label: "Estado de cuenta" },
{ href: "/banco", label: "Chequera" },
{ href: "/reportes", label: "Reportes" },
{ href: "/catalogos", label: "Catálogos", ability: "lookup:manage" },
{ href: "/usuarios", label: "Usuarios", ability: "user:manage" },
{ href: "/operaciones", label: "Operaciones", ability: "db:manage" },
@@ -78,7 +80,7 @@ export function AppShell({ children }: { children: ReactNode }) {
<AuthContext.Provider value={user}>
<header className="appbar">
<div className="appbar-inner">
<Link href="/clientes" className="brand">
<Link href="/inicio" className="brand">
<img
src="/images/company_logo.png"
alt=""
@@ -92,7 +94,9 @@ export function AppShell({ children }: { children: ReactNode }) {
<nav className="appbar-nav" aria-label="Principal">
{NAV.filter((item) => !item.ability || can(user, item.ability)).map(
(item) => {
const active = pathname?.startsWith(item.href) ?? false;
const active = item.exact
? pathname === item.href
: pathname?.startsWith(item.href) ?? false;
return (
<Link
key={item.href}
@@ -0,0 +1,57 @@
"use client";
import Link from "next/link";
/**
* The context-report shortcut. One row of pill buttons that link to
* pre-filtered /reportes/[slug] pages. Used in the page header of
* domain pages (clientes, polizas, servicios, estado-cuenta, banco).
*
* `entries` accepts both static links (slug + label) and pre-filtered
* links (slug + params object). Pre-filtered ones build the query
* string automatically; the runner pre-fills the form.
*/
export interface ReportLink {
slug: string;
label: string;
/** Optional pre-fill for the report's filter form. */
params?: Record<string, string>;
/** When true, opens the report in a new tab (for "see the catalog"
* style entries where the user is going to look around). */
external?: boolean;
}
export function ContextReports({
label = "Reportes",
entries,
}: {
label?: string;
entries: ReportLink[];
}) {
if (entries.length === 0) return null;
return (
<div className="context-reports" aria-label={label}>
<span className="context-reports-label">{label}</span>
{entries.map((e) => {
const qs = e.params
? "?" +
new URLSearchParams(
Object.entries(e.params).filter(([, v]) => v != null && v !== ""),
).toString()
: "";
const href = `/reportes/${e.slug}${qs}`;
return (
<Link
key={`${e.slug}-${JSON.stringify(e.params ?? {})}`}
href={href}
className="context-report-link"
target={e.external ? "_blank" : undefined}
rel={e.external ? "noopener" : undefined}
>
{e.label}
</Link>
);
})}
</div>
);
}
+476
View File
@@ -0,0 +1,476 @@
"use client";
import { useCallback, useEffect, useMemo, useState } from "react";
import {
API_ORIGIN,
reportDownloadUrl,
runReport,
} from "@/lib/api";
import { CustomerPicker } from "@/components/CustomerPicker";
import { formatMoney, formatNumber } from "@/lib/labels";
import type {
ReportDef,
ReportParam,
ReportRunResult,
} from "@/lib/types";
/**
* The shared runner. Renders the filter form, fetches the result, and
* shows the table + output buttons. One component, every report — the
* per-report shape comes entirely from the def the API returns.
*/
export function ReportRunner({
def,
initialParams,
}: {
def: ReportDef;
/** Pre-filled param values (e.g. when launched with a customerId from
* a context button on a customer detail page). */
initialParams?: Record<string, string>;
}) {
// The form state, keyed by param.key. Initialised from defaults +
// initialParams (initialParams wins for explicitly-set keys).
const [params, setParams] = useState<Record<string, string>>(() => {
const seed: Record<string, string> = {};
for (const p of def.params) {
if (p.kind === "select" || p.kind === "text" || p.kind === "number" || p.kind === "date") {
if (p.defaultValue != null) seed[p.key] = p.defaultValue;
}
}
if (initialParams) Object.assign(seed, initialParams);
return seed;
});
const [result, setResult] = useState<ReportRunResult | null>(null);
const [loading, setLoading] = useState(false);
const [error, setError] = useState<string | null>(null);
const run = useCallback(
(p: Record<string, string>) => {
setLoading(true);
setError(null);
runReport(def.slug, p)
.then(setResult)
.catch((e) => {
setError(e?.message ?? "No se pudo correr el reporte.");
setResult(null);
})
.finally(() => setLoading(false));
},
[def.slug],
);
// Auto-run on mount so the runner opens with results, not blank.
useEffect(() => {
run(params);
// eslint-disable-next-line react-hooks/exhaustive-deps
}, []);
function updateParam(key: string, value: string) {
setParams((prev) => ({ ...prev, [key]: value }));
}
function applyFilters(e?: React.FormEvent) {
e?.preventDefault();
run(params);
}
return (
<div className="report-runner">
<form className="report-filters" onSubmit={applyFilters}>
{def.params.map((p) => (
<ParamField
key={p.key}
param={p}
value={params[p.key] ?? ""}
onChange={(v) => updateParam(p.key, v)}
/>
))}
<div className="report-filters-actions">
<button
type="submit"
className="btn btn-primary"
disabled={loading}
>
{loading ? "Corriendo…" : "Correr reporte"}
</button>
</div>
</form>
{error && <div className="report-error">{error}</div>}
{result && (
<ResultBlock def={def} result={result} params={params} loading={loading} />
)}
</div>
);
}
/* ---------------------------------------------------------- one param field */
function ParamField({
param,
value,
onChange,
}: {
param: ReportParam;
value: string;
onChange: (v: string) => void;
}) {
const label = (
<span className="filter-label">
{param.label}
{param.kind === "customer-picker" && !value && (
<span className="muted" style={{ marginLeft: 6, fontWeight: 400 }}>
(requerido)
</span>
)}
</span>
);
if (param.kind === "select") {
return (
<label className="filter-field">
{label}
<select
className="input select"
value={value}
onChange={(e) => onChange(e.target.value)}
>
{!param.defaultValue && <option value=""></option>}
{param.options.map((o) => (
<option key={o.value} value={o.value}>
{o.label}
</option>
))}
</select>
</label>
);
}
if (param.kind === "date") {
return (
<label className="filter-field">
{label}
<input
type="date"
className="input"
value={value}
onChange={(e) => onChange(e.target.value)}
/>
</label>
);
}
if (param.kind === "number") {
return (
<label className="filter-field">
{label}
<input
type="number"
className="input"
value={value}
onChange={(e) => onChange(e.target.value)}
placeholder={param.defaultValue}
/>
</label>
);
}
if (param.kind === "customer-picker") {
return (
<div className="filter-field">
{label}
<CustomerPicker
value={value}
onPick={(id) => onChange(id)}
/>
</div>
);
}
return (
<label className="filter-field">
{label}
<input
type="text"
className="input"
value={value}
onChange={(e) => onChange(e.target.value)}
placeholder={param.placeholder ?? ""}
/>
</label>
);
}
/* ---------------------------------------------------------- results block */
function ResultBlock({
def,
result,
params,
loading,
}: {
def: ReportDef;
result: ReportRunResult;
params: Record<string, string>;
loading: boolean;
}) {
return (
<div className="report-result">
<div className="report-result-head">
<div className="report-result-meta">
{result.subtitle && <p className="muted">{result.subtitle}</p>}
<p className="muted small">
{formatNumber(result.rows.length)} fila
{result.rows.length === 1 ? "" : "s"}
{result.totals && (
<>
{" "}·{" "}
{Object.entries(result.totals)
.map(([k, v]) => `${k}: ${v}`)
.join(" · ")}
</>
)}
</p>
</div>
<div className="report-output-buttons">
<a
className="btn btn-outline btn-sm"
href={reportDownloadUrl(def.slug, "print", params)}
target="_blank"
rel="noopener"
>
Imprimir
</a>
<a
className="btn btn-outline btn-sm"
href={reportDownloadUrl(def.slug, "csv", params)}
download
>
CSV
</a>
<a
className="btn btn-outline btn-sm"
href={reportDownloadUrl(def.slug, "xlsx", params)}
download
>
Excel
</a>
<a
className="btn btn-outline btn-sm"
href={reportDownloadUrl(def.slug, "pdf", params)}
download
>
PDF
</a>
</div>
</div>
{loading && <div className="report-loading">Actualizando</div>}
{def.format === "statement" ? (
<StatementLayout result={result} />
) : (
<TabularLayout result={result} />
)}
</div>
);
}
/* ---------------------------------------------------------- tabular layout */
function TabularLayout({ result }: { result: ReportRunResult }) {
if (result.rows.length === 0) {
return (
<div className="empty-inline">
No se encontraron filas con los filtros actuales.
</div>
);
}
return (
<div className="report-table-wrap">
<table className="report-table">
<thead>
<tr>
{result.columns.map((c) => (
<th
key={c.key}
style={{
textAlign: c.align ?? "left",
width: c.width ? `${c.width * 6}px` : undefined,
}}
>
{c.label}
</th>
))}
</tr>
</thead>
<tbody>
{result.rows.map((r, i) => (
<tr key={i}>
{result.columns.map((c) => {
const v = r[c.key];
return (
<td
key={c.key}
style={{
textAlign: c.align ?? "left",
fontVariantNumeric:
c.type === "money" || c.type === "number"
? "tabular-nums"
: undefined,
}}
>
{formatCell(v, c.type)}
</td>
);
})}
</tr>
))}
</tbody>
{result.totals && (
<tfoot>
<tr>
<td
colSpan={result.columns.length}
className="report-totals"
>
{Object.entries(result.totals)
.map(([k, v]) => `${k}: ${v}`)
.join(" · ")}
</td>
</tr>
</tfoot>
)}
</table>
</div>
);
}
function formatCell(v: unknown, type: string): string {
if (v === null || v === undefined || v === "") return "—";
if (type === "money") {
const n = Number(v);
return Number.isFinite(n)
? new Intl.NumberFormat("es-MX", {
minimumFractionDigits: 2,
maximumFractionDigits: 2,
}).format(n)
: String(v);
}
if (type === "number") {
const n = Number(v);
return Number.isFinite(n) ? formatNumber(n) : String(v);
}
return String(v);
}
/* --------------------------------------------------------- statement layout */
function StatementLayout({ result }: { result: ReportRunResult }) {
// The edo-cuenta-datos report synthesises a list with __kind
// discriminators (header, summary, movements-header, plain movement).
// Group by kind and render each block inline.
const header = result.rows.find((r) => r.__kind === "header") as
| Record<string, unknown>
| undefined;
const summaries = result.rows.filter((r) => r.__kind === "summary");
const movements = result.rows.filter(
(r) => r.__kind !== "header" && r.__kind !== "summary" && r.__kind !== "movements-header",
);
if (!header) {
return (
<div className="empty-inline">
Selecciona un cliente y corre el reporte para ver el estado de cuenta.
</div>
);
}
return (
<div className="statement">
<header className="statement-head">
<h2 className="statement-name">{String(header.name ?? "—")}</h2>
{Boolean(header.address) && (
<p className="muted">{String(header.address)}</p>
)}
{Boolean(header.city) && <p className="muted">{String(header.city)}</p>}
{Boolean(header.phone || header.email) && (
<p className="muted small">
{String(header.phone ?? "")}
{header.phone && header.email ? " · " : ""}
{String(header.email ?? "")}
</p>
)}
</header>
{summaries.length > 0 && (
<section className="statement-summary">
<h3 className="statement-section-title">Resumen por moneda</h3>
<table className="report-table">
<thead>
<tr>
<th>Moneda</th>
<th style={{ textAlign: "right" }}>Cargos</th>
<th style={{ textAlign: "right" }}>Abonos</th>
<th style={{ textAlign: "right" }}>Saldo</th>
<th style={{ textAlign: "right" }}>Movs.</th>
</tr>
</thead>
<tbody>
{summaries.map((s, i) => (
<tr key={i}>
<td>{String(s.currency)}</td>
<td style={{ textAlign: "right", fontVariantNumeric: "tabular-nums" }}>
{formatCell(s.charges, "money")}
</td>
<td style={{ textAlign: "right", fontVariantNumeric: "tabular-nums" }}>
{formatCell(s.credits, "money")}
</td>
<td style={{ textAlign: "right", fontVariantNumeric: "tabular-nums" }}>
{formatCell(s.balance, "money")}
</td>
<td style={{ textAlign: "right" }}>{formatCell(s.count, "number")}</td>
</tr>
))}
</tbody>
</table>
</section>
)}
{movements.length > 0 && (
<section className="statement-movements">
<h3 className="statement-section-title">Movimientos</h3>
<div className="report-table-wrap">
<table className="report-table">
<thead>
<tr>
<th>Fecha</th>
<th>Concepto</th>
<th>Referencia</th>
<th style={{ textAlign: "right" }}>Cargo / Abono</th>
<th style={{ textAlign: "right" }}>Saldo</th>
</tr>
</thead>
<tbody>
{movements.map((m, i) => (
<tr key={i}>
<td>{String(m.date ?? "")}</td>
<td>{String(m.concept ?? "")}</td>
<td>{String(m.reference ?? "")}</td>
<td style={{ textAlign: "right", fontVariantNumeric: "tabular-nums" }}>
{formatCell(m.amount, "money")}
</td>
<td style={{ textAlign: "right", fontVariantNumeric: "tabular-nums" }}>
{formatCell(m.balanceAfter, "money")}
</td>
</tr>
))}
</tbody>
</table>
</div>
</section>
)}
</div>
);
}
// Hint to the bundler that API_ORIGIN is part of the API surface used here.
void API_ORIGIN;
+36
View File
@@ -44,6 +44,8 @@ import type {
PropertyListResponse,
PropertySort,
PropertyStats,
ReportCatalog,
ReportRunResult,
ServiceInput,
TrustInput,
Role,
@@ -730,3 +732,37 @@ export function startOpsJob(kind: OpsJobKind, file?: string): Promise<OpsJob> {
body: JSON.stringify({ kind, file }),
});
}
/* ----------------------------------------------------------- Reports module */
export function getReportCatalog(): Promise<ReportCatalog> {
return apiFetch<ReportCatalog>("/reports");
}
export function runReport(
slug: string,
params: Record<string, string | undefined>,
): Promise<ReportRunResult> {
const qs = new URLSearchParams();
for (const [k, v] of Object.entries(params)) {
if (v != null && v !== "") qs.set(k, v);
}
const tail = qs.toString();
return apiFetch<ReportRunResult>(`/reports/${slug}${tail ? `?${tail}` : ""}`);
}
/** Build a download URL for a report's file output. The session cookie
* travels with the browser's same-origin navigation, so a plain `href`
* is enough — no fetch-with-credentials dance. */
export function reportDownloadUrl(
slug: string,
format: "csv" | "xlsx" | "pdf" | "print",
params: Record<string, string | undefined>,
): string {
const qs = new URLSearchParams();
for (const [k, v] of Object.entries(params)) {
if (v != null && v !== "") qs.set(k, v);
}
const tail = qs.toString();
return `${API_ORIGIN}/reports/${slug}/${format}${tail ? `?${tail}` : ""}`;
}
+55
View File
@@ -1025,3 +1025,58 @@ export interface BankSummary {
/** Cumulative figure the selected year opened on. */
opening: string;
}
/* ----------------------------------------------------------- Reports module */
export type ReportDomain =
| "clientes"
| "polizas"
| "servicios"
| "estado-cuenta"
| "chequera";
export type ReportFormat = "tabular" | "statement";
/** Param declaration a report exposes to its filter form. */
export type ReportParam =
| { key: string; label: string; kind: "text"; placeholder?: string; defaultValue?: string }
| { key: string; label: string; kind: "number"; defaultValue?: string }
| { key: string; label: string; kind: "date"; endOfDay?: boolean; defaultValue?: string }
| {
key: string;
label: string;
kind: "select";
options: { value: string; label: string }[];
defaultValue?: string;
}
| { key: string; label: string; kind: "customer-picker" };
export interface ReportColumn {
key: string;
label: string;
type: "text" | "number" | "money" | "date";
align?: "left" | "right";
width?: number;
}
export interface ReportDef {
slug: string;
title: string;
description: string;
domain: ReportDomain;
legacyName: string | null;
format: ReportFormat;
params: ReportParam[];
columns: ReportColumn[];
}
export interface ReportRunResult {
columns: ReportColumn[];
rows: Array<Record<string, unknown>>;
totals?: Record<string, string | number>;
subtitle?: string;
}
export interface ReportCatalog {
items: ReportDef[];
}