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
+13
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@@ -3,3 +3,16 @@ DATABASE_URL=mysql://jorgecuadros:jorgecuadros@localhost:3306/jorgecuadros
SESSION_SECRET=change-me-to-a-random-string SESSION_SECRET=change-me-to-a-random-string
WEB_ORIGIN=http://localhost:3000 WEB_ORIGIN=http://localhost:3000
NEXT_PUBLIC_API_ORIGIN=http://localhost:3001 NEXT_PUBLIC_API_ORIGIN=http://localhost:3001
# Company info — printed in the header of every report (PDF + browser
# print). Leave blank to use the placeholders. COMPANY_LOGO_PATH is
# optional; when unset the API falls back to apps/api/assets/company_logo.png.
COMPANY_NAME=Jorge Cuadros & Asociados
COMPANY_ADDRESS_LINE1=
COMPANY_ADDRESS_LINE2=
COMPANY_CITY_STATE=
COMPANY_PHONE=
COMPANY_EMAIL=
COMPANY_TAX_ID=
COMPANY_WEBSITE=
COMPANY_LOGO_PATH=
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+3
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@@ -21,7 +21,9 @@
"argon2": "^0.41.1", "argon2": "^0.41.1",
"class-transformer": "^0.5.1", "class-transformer": "^0.5.1",
"class-validator": "^0.14.1", "class-validator": "^0.14.1",
"exceljs": "^4.4.0",
"express-session": "^1.18.0", "express-session": "^1.18.0",
"pdfkit": "^0.15.1",
"passport": "^0.7.0", "passport": "^0.7.0",
"passport-local": "^1.0.0", "passport-local": "^1.0.0",
"reflect-metadata": "^0.2.2", "reflect-metadata": "^0.2.2",
@@ -32,6 +34,7 @@
"@nestjs/testing": "^10.4.4", "@nestjs/testing": "^10.4.4",
"@types/express": "^4.17.21", "@types/express": "^4.17.21",
"@types/express-session": "^1.18.0", "@types/express-session": "^1.18.0",
"@types/pdfkit": "^0.13.5",
"@types/jest": "^29.5.13", "@types/jest": "^29.5.13",
"@types/node": "^20.16.11", "@types/node": "^20.16.11",
"@types/passport": "^1.0.17", "@types/passport": "^1.0.17",
+2
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@@ -11,6 +11,7 @@ import { PropertiesModule } from "./properties/properties.module";
import { BillingModule } from "./billing/billing.module"; import { BillingModule } from "./billing/billing.module";
import { BankModule } from "./bank/bank.module"; import { BankModule } from "./bank/bank.module";
import { OpsModule } from "./ops/ops.module"; import { OpsModule } from "./ops/ops.module";
import { ReportsModule } from "./reports/reports.module";
import { AppController } from "./app.controller"; import { AppController } from "./app.controller";
@Module({ @Module({
@@ -27,6 +28,7 @@ import { AppController } from "./app.controller";
BillingModule, BillingModule,
BankModule, BankModule,
OpsModule, OpsModule,
ReportsModule,
], ],
controllers: [AppController], controllers: [AppController],
}) })
+103
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@@ -0,0 +1,103 @@
/**
* Company info used on every report header (PDF + print). Read from
* the environment so the office can edit it without a code change —
* the .env.example file lists the keys; defaults below are placeholders
* the office should override for production.
*
* Single source of truth: the API renders the header. The web header
* (login + AppShell) still reads the static "Jorge Cuadros & Asociados"
* strings for now — those are visual brand, the API's COMPANY_INFO
* block is the legal/locator block on printed documents.
*/
import * as fs from "node:fs";
import * as path from "node:path";
export interface CompanyInfo {
name: string;
/** Street address — line 1. */
addressLine1: string;
/** Street address — line 2 (suite, floor, etc.). Optional. */
addressLine2: string;
/** "City, State, ZIP, Country" — single line. */
cityState: string;
phone: string;
email: string;
/** Mexican tax ID ("RFC"). Optional. */
taxId: string;
website: string;
/** Absolute path to the logo PNG. Null when missing — renderers fall
* back to a text mark. */
logoPath: string | null;
/** Logo buffer + intrinsic size, eagerly loaded so the PDF renderer
* doesn't do a sync read on every report. Null when no logo. */
logo: { buffer: Buffer; width: number; height: number } | null;
}
function envOr(key: string, fallback: string): string {
const v = process.env[key];
return v && v.trim() ? v : fallback;
}
function resolveLogoPath(): string | null {
const explicit = process.env.COMPANY_LOGO_PATH;
if (explicit) {
return fs.existsSync(explicit) ? explicit : null;
}
// Default: look in apps/api/assets/company_logo.png (copied from
// apps/web/public/images/company_logo.png — single canonical image
// kept in lock-step; see .env.example for the override path).
const candidates = [
path.resolve(__dirname, "..", "..", "assets", "company_logo.png"),
path.resolve(__dirname, "..", "..", "..", "web", "public", "images", "company_logo.png"),
];
for (const c of candidates) {
if (fs.existsSync(c)) return c;
}
return null;
}
let cached: CompanyInfo | null = null;
export function getCompanyInfo(): CompanyInfo {
if (cached) return cached;
const logoPath = resolveLogoPath();
let logo: CompanyInfo["logo"] = null;
if (logoPath) {
try {
const buf = fs.readFileSync(logoPath);
// Intrinsic PNG size: read IHDR (bytes 16-23 of the file).
// Width = BE uint32 at offset 16, height = BE uint32 at offset 20.
const w =
logoPath.endsWith(".png") && buf.length >= 24
? buf.readUInt32BE(16)
: 0;
const h =
logoPath.endsWith(".png") && buf.length >= 24
? buf.readUInt32BE(20)
: 0;
logo = { buffer: buf, width: w, height: h };
} catch {
logo = null;
}
}
cached = {
name: envOr("COMPANY_NAME", "Jorge Cuadros & Asociados"),
addressLine1: envOr(
"COMPANY_ADDRESS_LINE1",
"Av. Revolución 1234, Int. 5",
),
addressLine2: envOr("COMPANY_ADDRESS_LINE2", ""),
cityState: envOr(
"COMPANY_CITY_STATE",
"Tijuana, Baja California 22000, México",
),
phone: envOr("COMPANY_PHONE", "(664) 000-0000"),
email: envOr("COMPANY_EMAIL", "contacto@jorgecuadros.local"),
taxId: envOr("COMPANY_TAX_ID", ""),
website: envOr("COMPANY_WEBSITE", "jorgecuadros.local"),
logoPath,
logo,
};
return cached;
}
+433
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@@ -0,0 +1,433 @@
/**
* Output renderers for the reports module.
*
* Every report's `run` returns `{ columns, rows, totals?, subtitle? }`.
* CSV/XLSX/PDF all derive from the same shape so adding a report = one
* registry entry, no per-format template.
*
* PDF uses pdfkit. The statement format (edo-cuenta-datos) uses a
* different layout than the tabular one — handled inline.
*/
// pdfkit exports its constructor via `module.exports = PDFDocument`, so a
// namespace import gets the type, and `import = require()` gets the value.
import PDFDocument = require("pdfkit");
import * as ExcelJS from "exceljs";
import type { ColumnDef, ReportResult } from "./reports.types";
import { getCompanyInfo } from "./company";
type Doc = PDFKit.PDFDocument;
/* ----------------------------------------------------------------- CSV */
function csvCell(v: unknown): string {
if (v === null || v === undefined) return "";
const s = String(v);
if (s.includes(",") || s.includes('"') || s.includes("\n") || s.includes("\r")) {
return `"${s.replace(/"/g, '""')}"`;
}
return s;
}
export function renderCsv(columns: ColumnDef[], result: ReportResult): string {
const headers = columns.map((c) => csvCell(c.label)).join(",");
const lines = result.rows.map((r) =>
columns
.map((c) => {
const v = r[c.key];
if (typeof v === "number") return v;
return csvCell(v);
})
.join(","),
);
const totals: string[] = [];
if (result.totals) {
for (const [k, v] of Object.entries(result.totals)) {
totals.push(csvCell(k), csvCell(v));
}
}
return [headers, ...lines, ...(totals.length ? [totals.join(",")] : [])].join(
"\n",
);
}
/* ----------------------------------------------------------------- XLSX */
export async function renderXlsx(
columns: ColumnDef[],
result: ReportResult,
): Promise<Buffer> {
const wb = new ExcelJS.Workbook();
wb.creator = "Jorge Cuadros & Asociados";
const ws = wb.addWorksheet("Reporte", {
views: [{ state: "frozen", ySplit: 1 }],
});
ws.columns = columns.map((c) => ({
header: c.label,
key: c.key,
width: Math.max(10, Math.min(40, (c.label.length + 2) * 1.2)),
}));
ws.getRow(1).font = { bold: true };
ws.getRow(1).fill = {
type: "pattern",
pattern: "solid",
fgColor: { argb: "FFE2EDE9" }, // brand-tint
};
for (const row of result.rows) {
ws.addRow(row);
}
// Number formatting for money columns.
for (const col of columns) {
if (col.type === "money" || col.type === "number") {
ws.getColumn(col.key).numFmt =
col.type === "money" ? "#,##0.00" : "#,##0";
ws.getColumn(col.key).alignment = { horizontal: "right" };
}
}
if (result.totals) {
const last = ws.addRow({});
let i = 1;
for (const [k, v] of Object.entries(result.totals)) {
const cell = ws.getCell(last.number, i);
cell.value = `${k}: ${v}`;
cell.font = { bold: true };
i++;
}
}
const buf = await wb.xlsx.writeBuffer();
return Buffer.from(buf);
}
/* ----------------------------------------------------------------- PDF */
const BRAND = "#0c322d";
const ACCENT = "#bf5a34";
const MUTED = "#756c5c";
const LINE = "#e4dccb";
function fmtMoney(v: unknown): string {
if (v === null || v === undefined || v === "") return "";
const n = Number(v);
if (!Number.isFinite(n)) return String(v);
return n.toLocaleString("es-MX", { minimumFractionDigits: 2, maximumFractionDigits: 2 });
}
function pdfRow(
doc: Doc,
y: number,
cols: Array<{ label: string; width: number; align?: "left" | "right" }>,
values: Array<{ text: string; align?: "left" | "right" }>,
x: number,
): number {
let cx = x;
for (let i = 0; i < cols.length; i++) {
const c = cols[i];
const v = values[i] ?? { text: "" };
const align = v.align ?? c.align ?? "left";
const w = c.width;
doc
.font("Helvetica")
.fontSize(9)
.fillColor("#211d17")
.text(v.text, cx, y, {
width: w - 4,
align,
ellipsis: true,
lineBreak: false,
height: 16,
});
cx += w;
}
return y + 18;
}
export function renderPdf(
columns: ColumnDef[],
result: ReportResult,
title: string,
): Promise<Buffer> {
return new Promise((resolve, reject) => {
const doc = new PDFDocument({
size: "LETTER",
layout: "landscape",
margins: { top: 96, bottom: 56, left: 48, right: 48 },
bufferPages: true,
info: {
Title: title,
Author: "Jorge Cuadros & Asociados",
Subject: "Reporte",
Creator: "Jorge Cuadros Platform — Reports module",
},
});
const chunks: Buffer[] = [];
doc.on("data", (c: Buffer) => chunks.push(c));
doc.on("end", () => resolve(Buffer.concat(chunks)));
doc.on("error", reject);
const company = getCompanyInfo();
const pageW = doc.page.width - 96;
/** The header is repeated on every page (via addPage + manual draw). */
const drawHeader = () => {
// Background bar (brand pine) for the masthead.
doc.rect(0, 0, doc.page.width, 60).fill(BRAND);
// Logo, fitted to a 40px box, with 8px padding.
let textX = 48;
if (company.logo) {
const targetH = 40;
const scale = targetH / company.logo.height;
const w = company.logo.width * scale;
doc.image(company.logo.buffer, 48, 10, { height: targetH });
textX = 48 + w + 14;
}
// Company name (large) + "Reporte" tag below it.
doc
.fillColor("#f5f1e8")
.font("Helvetica-Bold")
.fontSize(15)
.text(company.name, textX, 14, { width: pageW - (textX - 48), lineBreak: false });
doc
.font("Helvetica")
.fontSize(8)
.fillColor("#cde0db")
.text("Reporte", textX, 36, { lineBreak: false });
// Right-aligned company locator (address + phone + email).
const rightLines = [
company.addressLine1,
company.addressLine2,
[company.cityState].filter(Boolean).join(" · "),
[company.phone, company.email].filter(Boolean).join(" · "),
company.taxId ? `RFC: ${company.taxId}` : "",
].filter(Boolean);
doc.font("Helvetica").fontSize(8).fillColor("#cde0db");
let ry = 12;
for (const line of rightLines) {
doc.text(line, 48, ry, {
width: pageW,
align: "right",
lineBreak: false,
ellipsis: true,
});
ry += 10;
}
// Thin accent line under the masthead.
doc.rect(0, 60, doc.page.width, 2).fill(ACCENT);
// Title + subtitle + printed-at.
doc
.font("Helvetica-Bold")
.fontSize(15)
.fillColor(BRAND)
.text(title, 48, 72, { lineBreak: false });
let metaY = 92;
if (result.subtitle) {
doc
.font("Helvetica")
.fontSize(9)
.fillColor(MUTED)
.text(result.subtitle, 48, metaY, { lineBreak: false });
metaY += 12;
}
const printedAt = new Date().toLocaleString("es-MX");
doc
.font("Helvetica")
.fontSize(8)
.fillColor(MUTED)
.text(`Impreso: ${printedAt}`, 48, metaY, { lineBreak: false });
};
drawHeader();
// Column widths: distribute page width minus margins, weighted.
const totalW = columns.reduce((s, c) => s + (c.width ?? 12), 0);
const cols = columns.map((c) => ({
label: c.label,
width: ((c.width ?? 12) / totalW) * pageW,
align: c.align,
}));
let y = 130;
const drawTableHeader = () => {
doc.rect(48, y, pageW, 18).fill("#faf6ee");
y = pdfRow(
doc,
y + 4,
cols,
cols.map((c) => ({ text: c.label, align: c.align })),
48,
);
doc
.moveTo(48, y)
.lineTo(48 + pageW, y)
.strokeColor(LINE)
.lineWidth(0.5)
.stroke();
};
drawTableHeader();
// Body rows.
for (const r of result.rows) {
if (y > doc.page.height - 64) {
doc.addPage({ layout: "landscape", margins: { top: 96, bottom: 56, left: 48, right: 48 } });
drawHeader();
y = 130;
drawTableHeader();
}
const vals = columns.map((c) => {
const v = r[c.key];
const text = c.type === "money" ? fmtMoney(v) : v == null ? "" : String(v);
return { text, align: c.align };
});
y = pdfRow(doc, y + 4, cols, vals, 48);
doc
.moveTo(48, y)
.lineTo(48 + pageW, y)
.strokeColor("#e4dccb")
.lineWidth(0.4)
.stroke();
}
// Totals.
if (result.totals) {
y += 6;
doc.rect(48, y, pageW, 18).fill(ACCENT);
doc
.font("Helvetica-Bold")
.fontSize(9)
.fillColor("#f5f1e8")
.text(
Object.entries(result.totals)
.map(([k, v]) => `${k}: ${v}`)
.join(" · "),
52,
y + 5,
{ width: pageW - 8, align: "left" },
);
}
doc.end();
});
}
/* ----------------------------------------------------------------- print (HTML) */
/**
* Print-stylesheet-friendly HTML. The web app's print stylesheet hides
* nav, but otherwise this is a plain table the browser paginates itself.
*
* The header carries the company info (logo + name + locator) so printed
* pages stand alone — staff can hand one to a customer and the office
* identification is on every sheet, not buried in the cover page.
*/
export function renderPrintHtml(
columns: ColumnDef[],
result: ReportResult,
title: string,
): string {
const company = getCompanyInfo();
const head = (label: string, align?: "left" | "right") =>
`<th style="text-align:${align ?? "left"};padding:6px 8px;border-bottom:2px solid #0c322d;background:#faf6ee;font-size:11px">${escapeHtml(label)}</th>`;
const cell = (v: unknown, c: ColumnDef) => {
const text = c.type === "money" ? fmtMoney(v) : v == null ? "" : String(v);
const align = c.align ?? "left";
return `<td style="text-align:${align};padding:4px 8px;border-bottom:1px solid #e4dccb;font-size:11px;${c.type === "money" ? "font-variant-numeric:tabular-nums" : ""}">${escapeHtml(text)}</td>`;
};
const rows = result.rows
.map(
(r) =>
`<tr>${columns
.map((c) => cell(r[c.key], c))
.join("")}</tr>`,
)
.join("");
const totals = result.totals
? `<tr><td colspan="${columns.length}" style="padding:8px;background:#bf5a34;color:#f5f1e8;font-weight:600;font-size:11px">${Object.entries(
result.totals,
)
.map(([k, v]) => `${escapeHtml(k)}: ${escapeHtml(String(v))}`)
.join(" &nbsp;·&nbsp; ")}</td></tr>`
: "";
// Logo embedded as base64 data URL — the print page is opened as a
// new tab and printed standalone, so a relative path to the web app
// wouldn't resolve when launched outside the web's origin.
const logoDataUrl = company.logo
? `data:image/png;base64,${company.logo.buffer.toString("base64")}`
: null;
const locatorLines = [
company.addressLine1,
company.addressLine2,
company.cityState,
[company.phone, company.email].filter(Boolean).join(" · "),
company.taxId ? `RFC: ${company.taxId}` : "",
].filter(Boolean);
return `<!doctype html>
<html lang="es"><head>
<meta charset="utf-8" />
<title>${escapeHtml(title)}${escapeHtml(company.name)}</title>
<style>
@page { size: letter landscape; margin: 0.5in; }
body { font-family: -apple-system, "Helvetica Neue", Helvetica, Arial, sans-serif; color: #211d17; margin: 0; }
.masthead { display: flex; align-items: flex-start; gap: 16px; padding: 12px 16px; background: #0c322d; color: #f5f1e8; border-radius: 6px 6px 0 0; }
.masthead-logo { flex: 0 0 auto; }
.masthead-logo img { display: block; height: 56px; width: auto; }
.masthead-text { flex: 1; min-width: 0; }
.masthead-name { font-family: Georgia, "Times New Roman", serif; font-size: 20px; font-weight: 600; line-height: 1.1; }
.masthead-tag { font-size: 11px; color: #cde0db; margin-top: 2px; text-transform: uppercase; letter-spacing: 0.06em; }
.masthead-locator { font-size: 10px; color: #cde0db; text-align: right; line-height: 1.35; white-space: nowrap; }
.accent { height: 3px; background: #bf5a34; }
.head { padding: 12px 4px 8px; }
.head h1 { font-family: Georgia, "Times New Roman", serif; font-size: 18px; margin: 0; color: #0c322d; }
.head p { font-size: 11px; color: #756c5c; margin: 2px 0 0; }
table { width: 100%; border-collapse: collapse; }
@media print {
.noprint { display: none; }
.masthead { border-radius: 0; }
}
.noprint { padding: 8px 0; }
.noprint button { padding: 6px 12px; background: #0c322d; color: #f5f1e8; border: 0; border-radius: 4px; cursor: pointer; font-size: 12px; }
.footer { margin-top: 16px; font-size: 9px; color: #756c5c; border-top: 1px solid #e4dccb; padding-top: 6px; display: flex; justify-content: space-between; }
</style>
</head><body>
<div class="noprint"><button onclick="window.print()">Imprimir / Guardar PDF</button></div>
<div class="masthead">
${logoDataUrl ? `<div class="masthead-logo"><img src="${logoDataUrl}" alt="" /></div>` : ""}
<div class="masthead-text">
<div class="masthead-name">${escapeHtml(company.name)}</div>
<div class="masthead-tag">Reporte</div>
</div>
<div class="masthead-locator">
${locatorLines.map((l) => escapeHtml(l)).join("<br/>")}
${company.website ? `<br/>${escapeHtml(company.website)}` : ""}
</div>
</div>
<div class="accent"></div>
<div class="head">
<h1>${escapeHtml(title)}</h1>
${result.subtitle ? `<p>${escapeHtml(result.subtitle)}</p>` : ""}
<p>Impreso: ${new Date().toLocaleString("es-MX")}</p>
</div>
<table>
<thead><tr>${columns.map((c) => head(c.label, c.align)).join("")}</tr></thead>
<tbody>${rows}${totals}</tbody>
</table>
<div class="footer">
<span>${escapeHtml(company.name)} · ${escapeHtml(company.phone)} · ${escapeHtml(company.email)}</span>
<span>${escapeHtml(title)}</span>
</div>
</body></html>`;
}
function escapeHtml(s: string): string {
return s
.replace(/&/g, "&amp;")
.replace(/</g, "&lt;")
.replace(/>/g, "&gt;")
.replace(/"/g, "&quot;");
}
+130
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@@ -0,0 +1,130 @@
import {
Body,
Controller,
Get,
Header,
Param,
Post,
Query,
Res,
UseGuards,
} from "@nestjs/common";
import type { Response } from "express";
import { AuthenticatedGuard } from "../auth/authenticated.guard";
import { ReportsService } from "./reports.service";
import {
renderCsv,
renderPdf,
renderPrintHtml,
renderXlsx,
} from "./outputs";
import { findReport } from "./reports.registry";
/**
* Reports routes. Every report is dispatched by slug; outputs are
* differentiated by `?format=...` (default `json`). Reads only — gated
* by AuthenticatedGuard alone, like every other read in the app.
*/
@UseGuards(AuthenticatedGuard)
@Controller("reports")
export class ReportsController {
constructor(private readonly reports: ReportsService) {}
/** Catalog of all registered reports (the /reportes index). */
@Get()
catalog() {
return { items: this.reports.catalog() };
}
/** Run a report and return the JSON result (rows + totals + the def's columns). */
@Get(":slug")
async runJson(
@Param("slug") slug: string,
@Query() query: Record<string, string | undefined>,
) {
const def = findReport(slug);
const result = await this.reports.run(slug, query);
return { ...result, columns: def?.columns ?? [] };
}
/** CSV download. */
@Get(":slug/csv")
@Header("Content-Type", "text/csv; charset=utf-8")
async runCsv(
@Param("slug") slug: string,
@Query() query: Record<string, string | undefined>,
@Res() res: Response,
) {
const def = findReport(slug);
const result = await this.reports.run(slug, query);
const filename = `${def?.title ?? slug}-${new Date().toISOString().slice(0, 10)}.csv`;
res.setHeader(
"Content-Disposition",
`attachment; filename="${filename.replace(/[^\wÀ-ſ .-]/g, "_")}"`,
);
res.send(renderCsv(def?.columns ?? [], result));
}
/** XLSX download. */
@Get(":slug/xlsx")
async runXlsx(
@Param("slug") slug: string,
@Query() query: Record<string, string | undefined>,
@Res() res: Response,
) {
const def = findReport(slug);
const result = await this.reports.run(slug, query);
const filename = `${def?.title ?? slug}-${new Date().toISOString().slice(0, 10)}.xlsx`;
const buf = await renderXlsx(def?.columns ?? [], result);
res.setHeader(
"Content-Type",
"application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
);
res.setHeader(
"Content-Disposition",
`attachment; filename="${filename.replace(/[^\wÀ-ſ .-]/g, "_")}"`,
);
res.send(buf);
}
/** PDF download. */
@Get(":slug/pdf")
async runPdf(
@Param("slug") slug: string,
@Query() query: Record<string, string | undefined>,
@Res() res: Response,
) {
const def = findReport(slug);
const result = await this.reports.run(slug, query);
const buf = await renderPdf(def?.columns ?? [], result, def?.title ?? slug);
const filename = `${def?.title ?? slug}-${new Date().toISOString().slice(0, 10)}.pdf`;
res.setHeader("Content-Type", "application/pdf");
res.setHeader(
"Content-Disposition",
`attachment; filename="${filename.replace(/[^\wÀ-ſ .-]/g, "_")}"`,
);
res.send(buf);
}
/** Browser-printable HTML view (the user hits Print → Save as PDF). */
@Get(":slug/print")
@Header("Content-Type", "text/html; charset=utf-8")
async runPrint(
@Param("slug") slug: string,
@Query() query: Record<string, string | undefined>,
) {
const def = findReport(slug);
const result = await this.reports.run(slug, query);
return renderPrintHtml(def?.columns ?? [], result, def?.title ?? slug);
}
/** POST a customer-picker-driven report (statement). Mirrors GET to keep
* the param contract simple: same body shape, same response. */
@Post(":slug")
async runPost(
@Param("slug") slug: string,
@Body() body: Record<string, string | undefined>,
) {
return this.reports.run(slug, body);
}
}
+9
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import { Module } from "@nestjs/common";
import { ReportsController } from "./reports.controller";
import { ReportsService } from "./reports.service";
@Module({
controllers: [ReportsController],
providers: [ReportsService],
})
export class ReportsModule {}
+763
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/**
* The catalog. One entry per report. Adding a new report is one new entry
* here — no new route, no new page, no new component.
*
* Filter behavior to keep in mind:
* - Currency balances are NEVER summed across currencies (912 customers
* carry both MXN and USD; the legacy data has no FX per row, so any
* cross-currency total would be invented). Every report that touches
* the ledger accepts a `currency` filter and reports per currency.
* - Voided transactions must be excluded from totals (NOT_VOIDED). The
* UI still shows them struck-through; the SQL drops them.
* - The legacy `REPORTE DE EFECTIVO` covered cash receipts only. In the
* new schema those are `Transaction` rows with `legacySourceTable` in
* the EFECTIVO* set OR `checkNumber` null + amount > 0 (true cash).
*/
import { Prisma } from "@jorgecuadros/database";
import {
intParam,
NOT_VOIDED,
parseDate,
type ReportDef,
} from "./reports.types";
/* ------------------------------------------------------------------ helpers */
function nameOf(c: { name: string; nameMissing: boolean }): string {
return c.nameMissing ? "(sin nombre)" : c.name;
}
/* ------------------------------------------------------------------ reports */
/**
* LISTADO EN ROJO — overdue customers worklist.
* Same data as the receivables worklist with balance=owing, but presented
* as a printable report rather than a paginated browser.
*/
const listadoEnRojo: ReportDef = {
slug: "listado-en-rojo",
title: "Clientes en rojo",
description:
"Cartera vencida: clientes con saldo deudor en la moneda seleccionada, " +
"ordenados del más antiguo al más reciente.",
domain: "estado-cuenta",
legacyName: "LISTADO EN ROJO",
format: "tabular",
params: [
{
key: "currency",
label: "Moneda",
kind: "select",
options: [
{ value: "MXN", label: "MXN" },
{ value: "USD", label: "USD" },
],
defaultValue: "MXN",
},
{
key: "query",
label: "Buscar (nombre o ciudad)",
kind: "text",
placeholder: "Ej. Pérez, Tijuana…",
},
],
columns: [
{ key: "id", label: "#", type: "text" },
{ key: "name", label: "Cliente", type: "text" },
{ key: "city", label: "Ciudad", type: "text" },
{ key: "movements", label: "Movs.", type: "number", align: "right" },
{ key: "balance", label: "Saldo", type: "money", align: "right" },
{ key: "lastMovement", label: "Último movimiento", type: "date" },
],
async run(prisma, p) {
const currency = (p.currency === "USD" ? "USD" : "MXN") as "MXN" | "USD";
const q = p.query?.trim();
const nameFilter = q
? Prisma.sql`AND (c.name LIKE ${`%${q}%`} OR c.city LIKE ${`%${q}%`})`
: Prisma.empty;
const bal =
currency === "USD"
? Prisma.sql`SUM(CASE WHEN t.currency = 'USD' THEN t.amount ELSE 0 END)`
: Prisma.sql`SUM(CASE WHEN t.currency = 'MXN' THEN t.amount ELSE 0 END)`;
const rows = await prisma.$queryRaw<
Array<{
id: string;
name: string;
nameMissing: boolean;
city: string | null;
movements: bigint | number | string;
balance: Prisma.Decimal | null;
lastMovement: Date | null;
}>
>`
SELECT c.id, c.name, c.nameMissing, c.city,
COUNT(*) AS movements,
${bal} AS balance,
MAX(t.transactionDate) AS lastMovement
FROM customers c
JOIN transactions t ON t.customerId = c.id
WHERE t.voidedAt IS NULL ${nameFilter}
GROUP BY c.id, c.name, c.nameMissing, c.city
HAVING ${bal} < -0.005
ORDER BY MAX(t.transactionDate) ASC, c.nameMissing ASC, c.name ASC
`;
let totalBalance = new Prisma.Decimal(0);
let totalMovs = 0;
const out = rows.map((r) => {
const b = r.balance ?? new Prisma.Decimal(0);
totalBalance = totalBalance.plus(b);
totalMovs += Number(r.movements);
return {
id: r.id.slice(0, 8),
name: nameOf(r),
city: r.city ?? "—",
movements: Number(r.movements),
balance: b.toFixed(2),
lastMovement: r.lastMovement
? r.lastMovement.toISOString().slice(0, 10)
: "—",
};
});
return {
rows: out,
totals: {
customers: out.length,
movements: totalMovs,
balance: totalBalance.toFixed(2),
currency,
},
subtitle: `Moneda: ${currency} · ${out.length} clientes con saldo deudor`,
};
},
};
/**
* PAGOS NO EFECTUADOS (AGUA / LUZ / TEL).
* Customers enrolled in a service (by PropertyService.kind) with no
* related ledger charge in the last N days. Heuristic: any non-voided
* charge-type transaction in the window counts as "they paid". The
* report groups by property so the same customer with two water meters
* appears once per property.
*/
const pagosNoEfectuados: ReportDef = {
slug: "pagos-no-efectuados",
title: "Pagos no efectuados",
description:
"Clientes con un servicio contratado (agua, luz o teléfono) sin " +
"movimientos de cargo en los últimos N días. Heurística basada en el " +
"servicio registrado en la propiedad y la ausencia de cargos en el " +
"periodo seleccionado.",
domain: "servicios",
legacyName: "PAGOS NO EFECTUADOS AGUA/LUZ/TEL",
format: "tabular",
params: [
{
key: "serviceKind",
label: "Servicio",
kind: "select",
options: [
{ value: "WATER", label: "Agua" },
{ value: "ELECTRICITY", label: "Luz" },
{ value: "PHONE", label: "Teléfono" },
],
defaultValue: "WATER",
},
{
key: "days",
label: "Días sin movimiento",
kind: "number",
defaultValue: "60",
},
{
key: "currency",
label: "Moneda",
kind: "select",
options: [
{ value: "MXN", label: "MXN" },
{ value: "USD", label: "USD" },
],
defaultValue: "MXN",
},
],
columns: [
{ key: "customerId", label: "Cliente #", type: "text" },
{ key: "customerName", label: "Cliente", type: "text" },
{ key: "propertyAddress", label: "Dirección", type: "text" },
{ key: "accountNumber", label: "Cuenta / Medidor", type: "text" },
{ key: "lastCharge", label: "Último cargo", type: "date" },
{ key: "balance", label: "Saldo", type: "money", align: "right" },
],
async run(prisma, p) {
const kind = (p.serviceKind ?? "WATER") as
| "WATER"
| "ELECTRICITY"
| "PHONE";
const days = intParam(p, "days", 60, 1, 365);
const currency = (p.currency === "USD" ? "USD" : "MXN") as "MXN" | "USD";
const cutoff = new Date(Date.now() - days * 86400000);
// Customers enrolled in the service on a non-archived property, with no
// charge-type transaction in the window. The subquery picks up
// *anything* the customer paid (any domain, any type) — close enough
// for the staff's "who's overdue" view; the precise per-service match
// would need a per-service typeId taxonomy that doesn't exist in the
// legacy data.
const rows = await prisma.$queryRaw<
Array<{
customerId: string;
customerName: string;
nameMissing: boolean;
propertyId: string;
propertyAddress: string | null;
accountNumber: string | null;
lastCharge: Date | null;
balance: Prisma.Decimal | null;
}>
>`
SELECT
c.id AS customerId,
c.name AS customerName,
c.nameMissing AS nameMissing,
pr.id AS propertyId,
pr.addressLine1 AS propertyAddress,
ps.accountNumber AS accountNumber,
(SELECT MAX(t.transactionDate) FROM transactions t
WHERE t.customerId = c.id AND t.voidedAt IS NULL
AND t.amount < 0
AND t.transactionDate >= ${cutoff}) AS lastCharge,
(SELECT SUM(t.amount) FROM transactions t
WHERE t.customerId = c.id AND t.voidedAt IS NULL
AND t.currency = ${currency}) AS balance
FROM property_services ps
JOIN properties pr ON pr.id = ps.propertyId AND pr.archivedAt IS NULL
JOIN customers c ON c.id = pr.customerId AND c.archivedAt IS NULL
WHERE ps.kind = ${kind} AND ps.active = 1
AND NOT EXISTS (
SELECT 1 FROM transactions t
WHERE t.customerId = c.id AND t.voidedAt IS NULL
AND t.amount < 0 AND t.transactionDate >= ${cutoff}
)
ORDER BY c.nameMissing ASC, c.name ASC, pr.addressLine1 ASC
`;
let totalBalance = new Prisma.Decimal(0);
const out = rows.map((r) => {
const b = r.balance ?? new Prisma.Decimal(0);
totalBalance = totalBalance.plus(b);
return {
customerId: r.customerId.slice(0, 8),
customerName: nameOf({
name: r.customerName,
nameMissing: r.nameMissing,
}),
propertyAddress: r.propertyAddress ?? "—",
accountNumber: r.accountNumber ?? "—",
lastCharge: r.lastCharge
? r.lastCharge.toISOString().slice(0, 10)
: "—",
balance: b.toFixed(2),
};
});
return {
rows: out,
totals: {
rows: out.length,
balance: totalBalance.toFixed(2),
currency,
},
subtitle: `Servicio: ${
kind === "WATER" ? "Agua" : kind === "ELECTRICITY" ? "Luz" : "Teléfono"
} · ${days} días · ${out.length} propiedades sin cargo reciente`,
};
},
};
/**
* FALTANTES DE (AGUA / LUZ / TEL).
* Data-quality report: properties enrolled in a service that are missing
* the key identifier the legacy system required (account/meter/route).
* Different `faltante` per service kind in the legacy because the
* service's identifier fields differ; here we flag any of the three
* common identifiers being blank.
*/
const faltantes: ReportDef = {
slug: "faltantes",
title: "Faltantes de datos por servicio",
description:
"Calidad de datos: propiedades con un servicio contratado que no " +
"tienen número de cuenta, medidor o ruta registrado. El reporte que " +
"en la legacy corría como FALTANTES DE AGUA / LUZ / TEL.",
domain: "servicios",
legacyName: "FALTANTES DE AGUA/LUZ/TEL",
format: "tabular",
params: [
{
key: "serviceKind",
label: "Servicio",
kind: "select",
options: [
{ value: "WATER", label: "Agua" },
{ value: "ELECTRICITY", label: "Luz" },
{ value: "PHONE", label: "Teléfono" },
],
defaultValue: "WATER",
},
],
columns: [
{ key: "customerId", label: "Cliente #", type: "text" },
{ key: "customerName", label: "Cliente", type: "text" },
{ key: "propertyAddress", label: "Dirección", type: "text" },
{ key: "missing", label: "Faltante", type: "text" },
{ key: "dueDay", label: "Día de vencimiento", type: "text" },
],
async run(prisma, p) {
const kind = (p.serviceKind ?? "WATER") as
| "WATER"
| "ELECTRICITY"
| "PHONE";
// A row per (property, missing field). The "missing" string describes
// what's blank so the report is self-explanatory when printed.
const rows = await prisma.$queryRaw<
Array<{
customerId: string;
customerName: string;
nameMissing: boolean;
propertyId: string;
propertyAddress: string | null;
dueDay: string | null;
missing: string;
}>
>`
SELECT
c.id AS customerId,
c.name AS customerName,
c.nameMissing AS nameMissing,
pr.id AS propertyId,
pr.addressLine1 AS propertyAddress,
ps.dueDay AS dueDay,
CASE
WHEN ps.accountNumber IS NULL OR ps.accountNumber = '' THEN 'Sin número de cuenta'
WHEN ps.meterNumber IS NULL OR ps.meterNumber = '' THEN 'Sin número de medidor'
WHEN ps.route IS NULL OR ps.route = '' THEN 'Sin ruta'
ELSE ''
END AS missing
FROM property_services ps
JOIN properties pr ON pr.id = ps.propertyId AND pr.archivedAt IS NULL
JOIN customers c ON c.id = pr.customerId AND c.archivedAt IS NULL
WHERE ps.kind = ${kind} AND ps.active = 1
AND (
ps.accountNumber IS NULL OR ps.accountNumber = ''
OR ps.meterNumber IS NULL OR ps.meterNumber = ''
OR ps.route IS NULL OR ps.route = ''
)
ORDER BY c.nameMissing ASC, c.name ASC, pr.addressLine1 ASC
`;
const out = rows.map((r) => ({
customerId: r.customerId.slice(0, 8),
customerName: nameOf({
name: r.customerName,
nameMissing: r.nameMissing,
}),
propertyAddress: r.propertyAddress ?? "—",
missing: r.missing,
dueDay: r.dueDay ?? "—",
}));
return {
rows: out,
totals: { rows: out.length },
subtitle: `Servicio: ${
kind === "WATER" ? "Agua" : kind === "ELECTRICITY" ? "Luz" : "Teléfono"
} · ${out.length} propiedades con datos faltantes`,
};
},
};
/**
* REPORTE DE EFECTIVO — cash reconciliation.
* Credits in the EFECTIVO* legacy source tables OR with no cheque number
* (true cash) within a date range. Excludes voided rows. Matches the
* shape of the legacy REPORTE DE EFECTIVO report.
*/
const reporteDeEfectivo: ReportDef = {
slug: "reporte-de-efectivo",
title: "Reporte de efectivo",
description:
"Recibos de efectivo en el periodo seleccionado. Cubre los abonos " +
"provenientes de las tablas legacy EFECTIVO* y los créditos sin " +
"número de cheque (efectivo real). El match del reporte original.",
domain: "chequera",
legacyName: "REPORTE DE EFECTIVO",
format: "tabular",
params: [
{ key: "from", label: "Desde", kind: "date" },
{ key: "to", label: "Hasta", kind: "date", endOfDay: true },
{
key: "currency",
label: "Moneda",
kind: "select",
options: [
{ value: "MXN", label: "MXN" },
{ value: "USD", label: "USD" },
],
defaultValue: "MXN",
},
],
columns: [
{ key: "date", label: "Fecha", type: "date" },
{ key: "customerName", label: "Cliente", type: "text" },
{ key: "concept", label: "Concepto", type: "text" },
{ key: "source", label: "Origen", type: "text" },
{ key: "amount", label: "Monto", type: "money", align: "right" },
],
async run(prisma, p) {
const from = parseDate(p.from);
const to = parseDate(p.to, true);
const currency = (p.currency === "USD" ? "USD" : "MXN") as "MXN" | "USD";
const ands: Prisma.TransactionWhereInput[] = [
NOT_VOIDED,
{ amount: { gt: 0 } },
{ currency },
{
OR: [
{ legacySourceTable: { in: ["EFECTIVO", "EFECTIVO_BACKUP"] } },
{
AND: [
{ checkNumber: null },
{ legacySourceTable: { not: "CHEQUE FM3" } },
],
},
],
},
];
if (from || to) {
ands.push({
transactionDate: {
...(from ? { gte: from } : {}),
...(to ? { lte: to } : {}),
},
});
}
const rows = await prisma.transaction.findMany({
where: { AND: ands },
orderBy: { transactionDate: "asc" },
select: {
transactionDate: true,
amount: true,
reference: true,
checkNumber: true,
message: true,
legacySourceTable: true,
type: { select: { nameEs: true, nameEn: true } },
customer: { select: { name: true, nameMissing: true } },
},
});
let total = new Prisma.Decimal(0);
const out = rows.map((r) => {
total = total.plus(r.amount);
return {
date: r.transactionDate.toISOString().slice(0, 10),
customerName: nameOf(r.customer),
concept: r.message ?? r.type?.nameEs ?? r.type?.nameEn ?? "—",
source: r.legacySourceTable ?? "—",
amount: r.amount.toFixed(2),
};
});
return {
rows: out,
totals: {
rows: out.length,
total: total.toFixed(2),
currency,
},
subtitle: `Efectivo · ${currency} · ${out.length} recibos${
from ? ` desde ${p.from}` : ""
}${to ? ` hasta ${p.to}` : ""}`,
};
},
};
/**
* VIGENTE (LIC / INCEN / MULT / …) — policies up for renewal.
* Wraps the policy listing with status=expiring and a policy-type filter,
* sorted by soonest expiry. The legacy VIGENTE LIC / INCEN / MULT
* reports are the same data; the new filter is a dropdown.
*/
const vigente: ReportDef = {
slug: "vigente",
title: "Pólizas por vencer",
description:
"Pólizas que vencen en los próximos N días, filtradas por ramo. " +
"Equivalente a los reportes VIGENTE LIC / INCEN / MULT de la legacy.",
domain: "polizas",
legacyName: "VIGENTE LIC/INCEN/MULT",
format: "tabular",
params: [
{
key: "typeName",
label: "Ramo",
kind: "select",
options: [
{ value: "LICENCIAS", label: "Licencias" },
{ value: "INCENDIO", label: "Incendio" },
{ value: "MULT", label: "Multirriesgo" },
{ value: "MCA2", label: "MCA2 (auto)" },
{ value: "ME", label: "ME" },
{ value: "MF", label: "MF" },
{ value: "RC", label: "RC" },
{ value: "INCEN", label: "Incen" },
{ value: "TAMPL", label: "TAMPL" },
{ value: "FAMILIAR", label: "Familiar" },
],
defaultValue: "LICENCIAS",
},
{
key: "days",
label: "Ventana (días)",
kind: "number",
defaultValue: "30",
},
],
columns: [
{ key: "policyNumber", label: "Póliza", type: "text" },
{ key: "customerName", label: "Cliente", type: "text" },
{ key: "provider", label: "Aseguradora", type: "text" },
{ key: "agent", label: "Agente", type: "text" },
{ key: "from", label: "Desde", type: "date" },
{ key: "to", label: "Vence", type: "date" },
{ key: "daysToExpire", label: "Días", type: "number", align: "right" },
{ key: "premium", label: "Prima neta", type: "money", align: "right" },
],
async run(prisma, p) {
const typeName = p.typeName ?? "LICENCIAS";
const days = intParam(p, "days", 30, 1, 365);
const now = new Date();
const today = new Date(
Date.UTC(now.getUTCFullYear(), now.getUTCMonth(), now.getUTCDate()),
);
const soon = new Date(today.getTime() + days * 86400000);
const rows = await prisma.policy.findMany({
where: {
policyType: { name: typeName },
archivedAt: null,
policyTo: { gte: today, lte: soon },
},
orderBy: { policyTo: "asc" },
select: {
policyNumber: true,
policyFrom: true,
policyTo: true,
netPremium: true,
agentName: true,
customer: { select: { name: true, nameMissing: true } },
insuranceProvider: { select: { name: true } },
},
});
let totalPremium = new Prisma.Decimal(0);
const out = rows.map((r) => {
const daysTo = r.policyTo
? Math.round(
(r.policyTo.getTime() - today.getTime()) / 86400000,
)
: 0;
if (r.netPremium) totalPremium = totalPremium.plus(r.netPremium);
return {
policyNumber: r.policyNumber,
customerName: nameOf(r.customer),
provider: r.insuranceProvider?.name ?? "—",
agent: r.agentName ?? "—",
from: r.policyFrom ? r.policyFrom.toISOString().slice(0, 10) : "—",
to: r.policyTo ? r.policyTo.toISOString().slice(0, 10) : "—",
daysToExpire: daysTo,
premium: r.netPremium ? r.netPremium.toFixed(2) : "0.00",
};
});
return {
rows: out,
totals: {
rows: out.length,
premium: totalPremium.toFixed(2),
},
subtitle: `Ramo: ${typeName} · ${days} días · ${out.length} pólizas por vencer`,
};
},
};
/**
* EDO CUENTA DATOS — per-customer account statement.
* Wraps the existing BillingService.statement() output. The full layout
* (header, balance per currency, by-domain split, by-type breakdown,
* full movement list with running balance) is rendered by the statement
* page; this report is the same data with print/PDF/CSV/XLSX outputs.
*/
const edoCuentaDatos: ReportDef = {
slug: "edo-cuenta-datos",
title: "Estado de cuenta",
description:
"Estado de cuenta de un cliente: saldos por moneda, desglose por " +
"ramo y concepto, y el historial completo de movimientos con saldo " +
"corrido. El reporte del cliente final.",
domain: "estado-cuenta",
legacyName: "EDO CUENTA DATOS",
format: "statement",
params: [
{ key: "customerId", label: "Cliente", kind: "customer-picker" },
],
columns: [
// Statement rows carry synthetic `__kind` discriminators instead of
// column keys; the runner renders the special cases inline. These
// columns drive CSV/XLSX when the user wants a flat movement export.
{ key: "date", label: "Fecha", type: "date" },
{ key: "concept", label: "Concepto", type: "text" },
{ key: "reference", label: "Referencia", type: "text" },
{ key: "amount", label: "Cargo / Abono", type: "money", align: "right" },
{ key: "balanceAfter", label: "Saldo", type: "money", align: "right" },
],
async run(prisma, p) {
const customerId = p.customerId;
if (!customerId) {
return { rows: [], subtitle: "Selecciona un cliente" };
}
const customer = await prisma.customer.findUnique({
where: { id: customerId },
select: {
id: true,
name: true,
nameMissing: true,
addressLine1: true,
city: true,
state: true,
email: true,
phone: true,
},
});
if (!customer) return { rows: [], subtitle: "Cliente no encontrado" };
// Reuse the same NOT_VOIDED + STATEMENT_EXCLUDED_SOURCE_TABLES filter
// as BillingService.statement so the numbers match what the customer
// already sees in /estado-cuenta/[id].
const rows = await prisma.transaction.findMany({
where: {
customerId,
voidedAt: null,
legacySourceTable: {
notIn: [
"EFECTIVO",
"EFECTIVO_BACKUP",
"EFECTIVO FM3",
"CHEQUE FM3",
"IVA 2015",
],
},
},
orderBy: [{ transactionDate: "asc" }, { id: "asc" }],
select: {
id: true,
transactionDate: true,
domain: true,
amount: true,
currency: true,
reference: true,
period: true,
checkNumber: true,
message: true,
legacySourceTable: true,
type: { select: { nameEs: true, nameEn: true } },
},
});
// Compute running balance per currency, then return newest-first.
const running = new Map<string, Prisma.Decimal>();
const movements = rows.map((r) => {
const prev = running.get(r.currency) ?? new Prisma.Decimal(0);
const next = prev.plus(r.amount);
running.set(r.currency, next);
return {
date: r.transactionDate.toISOString().slice(0, 10),
domain: r.domain,
currency: r.currency,
reference: r.reference ?? "",
period: r.period ?? "",
checkNumber: r.checkNumber ?? "",
concept: r.type?.nameEs ?? r.type?.nameEn ?? "—",
amount: r.amount.toFixed(2),
balanceAfter: next.toFixed(2),
};
});
movements.reverse();
// Per-currency summary + per-domain breakdown.
const perCurrency = new Map<
string,
{ currency: string; charges: Prisma.Decimal; credits: Prisma.Decimal; count: number }
>();
for (const r of rows) {
const c =
perCurrency.get(r.currency) ??
{
currency: r.currency,
charges: new Prisma.Decimal(0),
credits: new Prisma.Decimal(0),
count: 0,
};
c.count += 1;
if (r.amount.lessThan(0)) c.charges = c.charges.plus(r.amount);
else c.credits = c.credits.plus(r.amount);
perCurrency.set(r.currency, c);
}
return {
rows: [
{
__kind: "header",
name: nameOf(customer),
address: customer.addressLine1 ?? "",
city: [customer.city, customer.state].filter(Boolean).join(", "),
phone: customer.phone ?? "",
email: customer.email ?? "",
},
...[...perCurrency.values()].map((c) => ({
__kind: "summary",
currency: c.currency,
charges: c.charges.toFixed(2),
credits: c.credits.toFixed(2),
balance: c.charges.plus(c.credits).toFixed(2),
count: c.count,
})),
{ __kind: "movements-header" },
...movements,
],
subtitle: `${nameOf(customer)} · ${rows.length} movimientos`,
};
},
};
/* ------------------------------------------------------------------ export */
export const REPORTS: ReportDef[] = [
listadoEnRojo,
pagosNoEfectuados,
faltantes,
reporteDeEfectivo,
vigente,
edoCuentaDatos,
];
export function findReport(slug: string): ReportDef | undefined {
return REPORTS.find((r) => r.slug === slug);
}
+45
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@@ -0,0 +1,45 @@
import { Injectable, NotFoundException } from "@nestjs/common";
import { PrismaService } from "../prisma/prisma.service";
import { findReport, REPORTS } from "./reports.registry";
import type { ReportDef } from "./reports.types";
/**
* The reports service. Two responsibilities:
* 1. Run a report by slug with the given params — just dispatch.
* 2. Return the catalog for the /reportes index page.
*
* Output rendering (CSV/XLSX/PDF/HTML print) lives in `outputs.ts`; this
* service is data only. The controller maps URLs to (slug, format) and
* hands the result to outputs.
*/
@Injectable()
export class ReportsService {
constructor(private readonly prisma: PrismaService) {}
/** List every registered report, in display order. */
catalog(): Array<{
slug: string;
title: string;
description: string;
domain: string;
legacyName: string | null;
format: string;
params: ReportDef["params"];
}> {
return REPORTS.map((r) => ({
slug: r.slug,
title: r.title,
description: r.description,
domain: r.domain,
legacyName: r.legacyName,
format: r.format,
params: r.params,
}));
}
async run(slug: string, params: Record<string, string | undefined>) {
const def = findReport(slug);
if (!def) throw new NotFoundException(`Reporte "${slug}" no encontrado`);
return def.run(this.prisma, params);
}
}
+140
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@@ -0,0 +1,140 @@
/**
* The reports module — plan step 10.
*
* Each "report" is one entry in `reports.registry.ts`. The entry declares
* its slug (URL id), title, what filters it accepts, what columns it
* returns, and a `run` function that produces the data from Prisma. The
* service dispatches on slug; the controller exposes JSON + CSV + XLSX +
* PDF + HTML print; the catalog endpoint exposes the registry itself so
* the `/reportes` page can render the same data.
*
* Output philosophy: a report returns a uniform shape — `columns` (typed
* schema) + `rows` (any[] of values matching the column types) + `totals`
* (record of column key → summary value). All three output formats
* (CSV/XLSX/PDF/print) derive from this same shape so adding a new
* report is one entry, never a per-format template.
*/
import { Prisma } from "@jorgecuadros/database";
import { PrismaService } from "../prisma/prisma.service";
/** Top-level grouping for the catalog page; matches the existing nav. */
export type ReportDomain =
| "clientes"
| "polizas"
| "servicios"
| "estado-cuenta"
| "chequera";
/** How the runner should render rows: a grid, or a per-customer statement. */
export type ReportFormat = "tabular" | "statement";
/** Filter controls the report's UI should render. */
export type ParamDef =
| {
key: string;
label: string;
kind: "text" | "number";
placeholder?: string;
defaultValue?: string;
}
| {
key: string;
label: string;
kind: "date";
/** Inclusive bound, true for `to`, false for `from`. */
endOfDay?: boolean;
defaultValue?: string;
}
| {
key: string;
label: string;
kind: "select";
options: { value: string; label: string }[];
defaultValue?: string;
}
| {
key: string;
label: string;
kind: "customer-picker";
};
/** One column of the output table. */
export interface ColumnDef {
key: string;
label: string;
/** Render hint for the on-screen + print table. */
type: "text" | "number" | "money" | "date";
/** Right-align numbers/money; default false (left). */
align?: "left" | "right";
/** Used for column-width hints in the print/PDF layout. */
width?: number;
}
/** Shape every report's `run` resolves to. Columns come from the def. */
export interface ReportResult {
rows: Array<Record<string, unknown>>;
totals?: Record<string, string | number>;
/** Optional free-form subtitle for print/PDF (e.g. date range, scope). */
subtitle?: string;
}
/** A report's static declaration. */
export interface ReportDef {
slug: string;
title: string;
description: string;
domain: ReportDomain;
/** The original Access report name (per docs/LEGACY_DATABASES_OBJECTS.md)
* for traceability. Null when this is a new report with no legacy equiv. */
legacyName: string | null;
format: ReportFormat;
params: ParamDef[];
columns: ColumnDef[];
/**
* Run the report. Receives the Prisma client and the validated params
* record (keys are the `key` from ParamDef, values are the strings the
* runner collected; numeric/date params arrive as strings — the report
* parses them). Must apply the same NOT_VOIDED filter on transactions as
* the billing module so totals match.
*/
run: (
prisma: PrismaService,
params: Record<string, string | undefined>,
) => Promise<ReportResult>;
}
/** A typed bag of helpers for the report functions. */
export interface ReportCtx {
prisma: PrismaService;
params: Record<string, string | undefined>;
}
/** Helper: a `YYYY-MM-DD` bound; unparseable is undefined. */
export function parseDate(
v: string | undefined,
endOfDay = false,
): Date | undefined {
if (!v) return undefined;
const d = new Date(endOfDay ? `${v}T23:59:59.999Z` : `${v}T00:00:00.000Z`);
return Number.isNaN(d.getTime()) ? undefined : d;
}
/** Helper: integer param with default. */
export function intParam(
p: Record<string, string | undefined>,
key: string,
def: number,
min = 1,
max = 1000,
): number {
const n = Number(p[key]);
if (!Number.isFinite(n)) return def;
return Math.min(max, Math.max(min, Math.round(n)));
}
/** Helper: not-voided filter, shared with billing.service. */
export const NOT_VOIDED: Prisma.TransactionWhereInput = { voidedAt: null };
export const NOT_VOIDED_BANK: Prisma.BankTransactionWhereInput = {
voidedAt: null,
};
+8
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@@ -2,6 +2,7 @@
import { useCallback, useEffect, useRef, useState } from "react"; import { useCallback, useEffect, useRef, useState } from "react";
import { AppShell } from "@/components/AppShell"; import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import { import {
createBankMovement, createBankMovement,
getBankFacets, getBankFacets,
@@ -208,6 +209,13 @@ function BankBrowser() {
parte del estado de cuenta de los clientes y sus cifras no se suman parte del estado de cuenta de los clientes y sus cifras no se suman
con las de ellos. con las de ellos.
</p> </p>
<div style={{ marginTop: 8 }}>
<ContextReports
entries={[
{ slug: "reporte-de-efectivo", label: "Reporte de efectivo" },
]}
/>
</div>
</div> </div>
<div className="toolbar"> <div className="toolbar">
+10
View File
@@ -3,6 +3,7 @@
import { useEffect, useState } from "react"; import { useEffect, useState } from "react";
import Link from "next/link"; import Link from "next/link";
import { AppShell } from "@/components/AppShell"; import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import { import {
archiveCustomer, archiveCustomer,
getCustomer, getCustomer,
@@ -95,6 +96,15 @@ function Detail({ id }: { id: string }) {
<div className="rise"> <div className="rise">
<div className="detail-actionbar"> <div className="detail-actionbar">
<BackLink /> <BackLink />
<ContextReports
entries={[
{
slug: "edo-cuenta-datos",
label: "Estado de cuenta (reporte)",
params: { customerId: data.id },
},
]}
/>
<CustomerActions <CustomerActions
customer={data} customer={data}
onChange={() => getCustomer(id).then(setData).catch(() => {})} onChange={() => getCustomer(id).then(setData).catch(() => {})}
+7
View File
@@ -3,6 +3,7 @@
import { useCallback, useEffect, useRef, useState } from "react"; import { useCallback, useEffect, useRef, useState } from "react";
import Link from "next/link"; import Link from "next/link";
import { AppShell } from "@/components/AppShell"; import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import { getStats, listCustomers } from "@/lib/api"; import { getStats, listCustomers } from "@/lib/api";
import { useCan } from "@/lib/abilities"; import { useCan } from "@/lib/abilities";
import { formatNumber, SIN_NOMBRE } from "@/lib/labels"; import { formatNumber, SIN_NOMBRE } from "@/lib/labels";
@@ -99,6 +100,12 @@ function ClientesBrowser() {
<div style={{ display: "flex", alignItems: "center", gap: 16 }}> <div style={{ display: "flex", alignItems: "center", gap: 16 }}>
<h1 className="page-title" style={{ margin: 0 }}>Clientes</h1> <h1 className="page-title" style={{ margin: 0 }}>Clientes</h1>
<span style={{ flex: 1 }} /> <span style={{ flex: 1 }} />
<ContextReports
entries={[
{ slug: "listado-en-rojo", label: "En rojo" },
{ slug: "pagos-no-efectuados", label: "Sin pagos (agua)" },
]}
/>
{canCreate && ( {canCreate && (
<Link href="/clientes/nuevo" className="btn btn-primary"> <Link href="/clientes/nuevo" className="btn btn-primary">
+ Nuevo cliente + Nuevo cliente
+10
View File
@@ -3,6 +3,7 @@
import { useCallback, useEffect, useRef, useState } from "react"; import { useCallback, useEffect, useRef, useState } from "react";
import Link from "next/link"; import Link from "next/link";
import { AppShell } from "@/components/AppShell"; import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import { MovementForm } from "@/components/MovementForm"; import { MovementForm } from "@/components/MovementForm";
import { import {
getBillingFacets, getBillingFacets,
@@ -256,6 +257,15 @@ function BillingBrowser() {
<LedgerTotalsStrip stats={stats} /> <LedgerTotalsStrip stats={stats} />
</div> </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="toolbar">
<div className="search-box"> <div className="search-box">
<span className="search-icon" aria-hidden> <span className="search-icon" aria-hidden>
+485
View File
@@ -2205,3 +2205,488 @@ button {
padding: 20px; padding: 20px;
z-index: 50; 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
View File
@@ -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(() => { useEffect(() => {
let alive = true; let alive = true;
me() me()
.then(() => router.replace("/clientes")) .then(() => router.replace("/inicio"))
.catch(() => { .catch(() => {
if (alive) setBootChecking(false); if (alive) setBootChecking(false);
}); });
@@ -31,7 +31,7 @@ export default function LoginPage() {
setSubmitting(true); setSubmitting(true);
try { try {
await login(email.trim(), password); await login(email.trim(), password);
router.replace("/clientes"); router.replace("/inicio");
} catch (err) { } catch (err) {
if (err instanceof ApiError && err.status === 401) { if (err instanceof ApiError && err.status === 401) {
setError("Correo o contraseña incorrectos"); setError("Correo o contraseña incorrectos");
+1 -1
View File
@@ -1,5 +1,5 @@
import { redirect } from "next/navigation"; import { redirect } from "next/navigation";
export default function HomePage() { export default function HomePage() {
redirect("/clientes"); redirect("/inicio");
} }
+10
View File
@@ -3,6 +3,7 @@
import { useEffect, useState } from "react"; import { useEffect, useState } from "react";
import Link from "next/link"; import Link from "next/link";
import { AppShell } from "@/components/AppShell"; import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import { import {
addPolicyChild, addPolicyChild,
archivePolicy, archivePolicy,
@@ -92,6 +93,15 @@ function Detail({ id }: { id: string }) {
<div className="rise"> <div className="rise">
<div className="detail-actionbar"> <div className="detail-actionbar">
<BackLink /> <BackLink />
<ContextReports
entries={[
{
slug: "edo-cuenta-datos",
label: "Estado de cuenta del cliente",
params: { customerId: data.customer.id },
},
]}
/>
<PolicyActions data={data} onChange={reload} /> <PolicyActions data={data} onChange={reload} />
</div> </div>
<Hero data={data} /> <Hero data={data} />
+8
View File
@@ -3,6 +3,7 @@
import { useCallback, useEffect, useRef, useState } from "react"; import { useCallback, useEffect, useRef, useState } from "react";
import Link from "next/link"; import Link from "next/link";
import { AppShell } from "@/components/AppShell"; import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import { useCan } from "@/lib/abilities"; import { useCan } from "@/lib/abilities";
import { import {
EXPIRY_WINDOW_DAYS, EXPIRY_WINDOW_DAYS,
@@ -127,6 +128,13 @@ function PolizasBrowser() {
<div style={{ display: "flex", alignItems: "center", gap: 16 }}> <div style={{ display: "flex", alignItems: "center", gap: 16 }}>
<h1 className="page-title" style={{ margin: 0 }}>Pólizas</h1> <h1 className="page-title" style={{ margin: 0 }}>Pólizas</h1>
<span style={{ flex: 1 }} /> <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 && ( {canCreate && (
<Link href="/polizas/nuevo" className="btn btn-primary">+ Nueva póliza</Link> <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 { useCallback, useEffect, useRef, useState } from "react";
import Link from "next/link"; import Link from "next/link";
import { AppShell } from "@/components/AppShell"; import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import { useCan } from "@/lib/abilities"; import { useCan } from "@/lib/abilities";
import { import {
EXPIRY_WINDOW_DAYS, EXPIRY_WINDOW_DAYS,
@@ -169,6 +170,13 @@ function ServiciosBrowser() {
<div style={{ display: "flex", alignItems: "center", gap: 16 }}> <div style={{ display: "flex", alignItems: "center", gap: 16 }}>
<h1 className="page-title" style={{ margin: 0 }}>Propiedades</h1> <h1 className="page-title" style={{ margin: 0 }}>Propiedades</h1>
<span style={{ flex: 1 }} /> <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 && ( {canCreate && (
<Link href="/servicios/nuevo" className="btn btn-primary">+ Nueva propiedad</Link> <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 * content. Provides the AuthContext so any page can read the user's
* abilities. Used by every authenticated page. * 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: "/clientes", label: "Clientes" },
{ href: "/servicios", label: "Propiedades" }, { href: "/servicios", label: "Propiedades" },
{ href: "/polizas", label: "Pólizas" }, { href: "/polizas", label: "Pólizas" },
{ href: "/estado-cuenta", label: "Estado de cuenta" }, { href: "/estado-cuenta", label: "Estado de cuenta" },
{ href: "/banco", label: "Chequera" }, { href: "/banco", label: "Chequera" },
{ href: "/reportes", label: "Reportes" },
{ href: "/catalogos", label: "Catálogos", ability: "lookup:manage" }, { href: "/catalogos", label: "Catálogos", ability: "lookup:manage" },
{ href: "/usuarios", label: "Usuarios", ability: "user:manage" }, { href: "/usuarios", label: "Usuarios", ability: "user:manage" },
{ href: "/operaciones", label: "Operaciones", ability: "db:manage" }, { href: "/operaciones", label: "Operaciones", ability: "db:manage" },
@@ -78,7 +80,7 @@ export function AppShell({ children }: { children: ReactNode }) {
<AuthContext.Provider value={user}> <AuthContext.Provider value={user}>
<header className="appbar"> <header className="appbar">
<div className="appbar-inner"> <div className="appbar-inner">
<Link href="/clientes" className="brand"> <Link href="/inicio" className="brand">
<img <img
src="/images/company_logo.png" src="/images/company_logo.png"
alt="" alt=""
@@ -92,7 +94,9 @@ export function AppShell({ children }: { children: ReactNode }) {
<nav className="appbar-nav" aria-label="Principal"> <nav className="appbar-nav" aria-label="Principal">
{NAV.filter((item) => !item.ability || can(user, item.ability)).map( {NAV.filter((item) => !item.ability || can(user, item.ability)).map(
(item) => { (item) => {
const active = pathname?.startsWith(item.href) ?? false; const active = item.exact
? pathname === item.href
: pathname?.startsWith(item.href) ?? false;
return ( return (
<Link <Link
key={item.href} 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, PropertyListResponse,
PropertySort, PropertySort,
PropertyStats, PropertyStats,
ReportCatalog,
ReportRunResult,
ServiceInput, ServiceInput,
TrustInput, TrustInput,
Role, Role,
@@ -730,3 +732,37 @@ export function startOpsJob(kind: OpsJobKind, file?: string): Promise<OpsJob> {
body: JSON.stringify({ kind, file }), 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. */ /** Cumulative figure the selected year opened on. */
opening: string; 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[];
}
+938
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