feat(recibos): split a receipt, sin fondos per receipt, keep a batch open
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Three asks from the 2026-10-08 meeting, all on the OCR receipt queue.

- Split: one receipt paid by several customers (411 + 523 sharing water
  3014057) posts one charge per part. statement_document_splits holds free
  amounts that must sum to the receipt in cents, checked on save and again
  at confirm; "partes iguales" fills them in. Each part's row carries
  captureRef <docId>#<n>, so the double-post guard still holds.
- Sin fondos per receipt: StatementDocument.outstanding, toggled in review.
  At confirm a line is outstanding if its receipt or the whole check is.
- Open batch: POST /statements/batches/:id/files appends scans, numbered
  after the existing pages; a COMPLETED batch reopens. The confirm card
  prefills the check the batch was last posted against.

Verified on dev against a real batch: 1,892.00 split 946/946 across two
customers, a sibling receipt posted outstanding, second confirm refused.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
rmancinasandClaude Opus 5.5 committed 2026-10-12 19:20:20 -07:00
1 parent f655fcbb82
commit fd5df240bc
9 files changed
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@@ -6,18 +6,21 @@ import { AppShell } from "@/components/AppShell";
import { CustomerPicker } from "@/components/CustomerPicker";
import { DiscardBatchCard } from "@/components/DiscardBatchCard";
import {
addStatementFiles,
confirmStatementBatch,
discardStatementBatch,
getStatementBatch,
listStatementDocuments,
rejectStatementDocument,
reviewStatementDocument,
setStatementSplits,
statementPageUrl,
} from "@/lib/api";
import { useCan } from "@/lib/abilities";
import { formatDate, formatMoney, serviceKindLabel } from "@/lib/labels";
import type {
ConfirmBatchInput,
SplitPartInput,
StatementBatchDetail,
StatementDocument,
StatementDocumentStatus,
@@ -64,6 +67,7 @@ export default function RecibosBatchPage({ params }: { params: { id: string } })
function BatchReview({ id }: { id: string }) {
const canReview = useCan("statement:review");
const canIngest = useCan("statement:ingest");
const [batch, setBatch] = useState<StatementBatchDetail | null>(null);
const [docs, setDocs] = useState<StatementDocument[]>([]);
const [error, setError] = useState<string | null>(null);
@@ -108,7 +112,7 @@ function BatchReview({ id }: { id: string }) {
);
const readyCount = docs.filter(
(d) => d.status === "MATCHED" && d.matchedCustomer,
(d) => d.status === "MATCHED" && (d.matchedCustomer || d.splits.length > 0),
).length;
async function discard() {
@@ -162,9 +166,14 @@ function BatchReview({ id }: { id: string }) {
<SummaryCard batch={batch} readyCount={readyCount} />
{canIngest && !processing && batch.status !== "DISCARDED" && (
<AddFilesCard batchId={id} onDone={load} setError={setError} />
)}
{canReview && readyCount > 0 && (
<ConfirmCard
batchId={id}
lastCheckNumber={batch.lastCheckNumber}
readyCount={readyCount}
onDone={load}
setError={setError}
@@ -291,16 +300,19 @@ function SummaryCard({
*/
function ConfirmCard({
batchId,
lastCheckNumber,
readyCount,
onDone,
setError,
}: {
batchId: string;
lastCheckNumber: string | null;
readyCount: number;
onDone: () => void;
setError: (m: string | null) => void;
}) {
const [checkNumber, setCheckNumber] = useState("");
// A batch kept open for one check is posted in rounds against that check.
const [checkNumber, setCheckNumber] = useState(lastCheckNumber ?? "");
const [transactionDate, setTransactionDate] = useState(
new Date().toISOString().slice(0, 10),
);
@@ -322,9 +334,9 @@ function ConfirmCard({
};
const r = await confirmStatementBatch(batchId, input);
setResult(
`Se registraron ${r.posted} movimiento(s) por ${formatMoney(r.total, "MXN")} con el cheque ${r.checkNumber}.`,
`Se registraron ${r.posted} movimiento(s) por ${formatMoney(r.total, "MXN")} con el cheque ${r.checkNumber}` +
(r.outstanding ? `; ${r.outstanding} sin fondos.` : "."),
);
setCheckNumber("");
onDone();
} catch (e) {
setError((e as Error)?.message ?? "No se pudo registrar el lote.");
@@ -363,7 +375,7 @@ function ConfirmCard({
checked={outstanding}
onChange={(e) => setOutstanding(e.target.checked)}
/>{" "}
Sin fondos (queda pendiente)
Todo el cheque sin fondos
</label>
<label className="check">
<input
@@ -389,12 +401,65 @@ function ConfirmCard({
)}
<p className="page-sub" style={{ marginTop: 12 }}>
Se registran como cargos del cliente, por la misma vía que la captura
manual. Un lote registrado dos veces no duplica cobros.
manual. Un lote registrado dos veces no duplica cobros. Para dejar
pendiente un solo recibo, márcalo «Sin fondos» en el recibo.
</p>
</section>
);
}
/** More scans for this batch — it stays open while receipts keep arriving. */
function AddFilesCard({
batchId,
onDone,
setError,
}: {
batchId: string;
onDone: () => void;
setError: (m: string | null) => void;
}) {
const [files, setFiles] = useState<File[]>([]);
const [busy, setBusy] = useState(false);
async function upload() {
setBusy(true);
setError(null);
try {
await addStatementFiles(batchId, files);
setFiles([]);
onDone();
} catch (e) {
setError((e as Error)?.message ?? "No se pudieron agregar los archivos.");
} finally {
setBusy(false);
}
}
return (
<section className="card" style={{ padding: 16 }}>
<div className="inline-form" style={{ flexWrap: "wrap", gap: 12 }}>
<label>
<span className="page-sub">Agregar recibos a este lote</span>
<input
type="file"
accept="application/pdf"
multiple
onChange={(e) => setFiles(Array.from(e.target.files ?? []))}
/>
</label>
<button
type="button"
className="btn btn-outline"
disabled={!files.length || busy}
onClick={upload}
>
{busy ? "Subiendo…" : `Agregar ${files.length || ""} archivo(s)`}
</button>
</div>
</section>
);
}
function DocumentRow({
doc,
canReview,
@@ -411,6 +476,7 @@ function DocumentRow({
const [accountRef, setAccountRef] = useState(doc.extractedAccountRef ?? "");
const [customerId, setCustomerId] = useState(doc.matchedCustomer?.id ?? "");
const [customerName, setCustomerName] = useState(doc.matchedCustomer?.name ?? "");
const [outstanding, setOutstanding] = useState(doc.outstanding);
const [busy, setBusy] = useState(false);
const [err, setErr] = useState<string | null>(null);
@@ -424,6 +490,7 @@ function DocumentRow({
accountRef: accountRef.trim() || undefined,
amount: amount ? Number(amount) : undefined,
matchedCustomerId: customerId || undefined,
outstanding,
status,
});
onChange();
@@ -456,9 +523,21 @@ function DocumentRow({
<div>
<strong>Página {doc.pageNumber}</strong>{" "}
<span className="tag">{STATUS_LABEL[doc.status] ?? doc.status}</span>{" "}
{doc.outstanding && <span className="tag">Sin fondos</span>}{" "}
{doc.provider && <span className="page-sub">{doc.provider}</span>}
<div className="page-sub" style={{ marginTop: 4 }}>
{doc.matchedCustomer ? (
{doc.splits.length > 0 ? (
<>
Dividido:{" "}
{doc.splits.map((s, i) => (
<span key={s.id}>
{i > 0 && " + "}
<Link href={`/clientes/${s.customer.id}`}>{s.customer.name}</Link>{" "}
{formatMoney(s.amount, "MXN")}
</span>
))}
</>
) : doc.matchedCustomer ? (
<Link href={`/clientes/${doc.matchedCustomer.id}`}>
{doc.matchedCustomer.name}
</Link>
@@ -533,10 +612,18 @@ function DocumentRow({
}}
/>
</div>
<label className="check">
<input
type="checkbox"
checked={outstanding}
onChange={(e) => setOutstanding(e.target.checked)}
/>{" "}
Sin fondos
</label>
<button
type="button"
className="btn btn-primary"
disabled={busy || !customerId}
disabled={busy || (!customerId && doc.splits.length === 0)}
onClick={() => save("MATCHED")}
>
Guardar
@@ -552,9 +639,164 @@ function DocumentRow({
</div>
)}
{canReview && !settled && (
<SplitEditor doc={doc} onChange={onChange} />
)}
{err && <div className="state-box state-error">{err}</div>}
</div>
)}
</div>
);
}
type Part = { customerId: string; customerName: string; amount: string };
/** Equal parts in cents; the odd cents go to the first parts. */
function equalParts(total: number, n: number): string[] {
const cents = Math.round(total * 100);
const base = Math.floor(cents / n);
return Array.from({ length: n }, (_, i) =>
((base + (i < cents - base * n ? 1 : 0)) / 100).toFixed(2),
);
}
/**
* One receipt paid by several customers — a water bill two neighbours share.
* Amounts are free (the office splits unevenly as often as not) but must add
* up to the receipt; "partes iguales" fills them in.
*/
function SplitEditor({ doc, onChange }: { doc: StatementDocument; onChange: () => void }) {
const total = Number(doc.extractedAmount ?? 0);
const [parts, setParts] = useState<Part[]>(() =>
doc.splits.map((s) => ({
customerId: s.customer.id,
customerName: s.customer.name,
amount: Number(s.amount).toFixed(2),
})),
);
const [busy, setBusy] = useState(false);
const [err, setErr] = useState<string | null>(null);
const sum = parts.reduce((s, p) => s + Math.round(Number(p.amount || 0) * 100), 0) / 100;
const balanced = Math.round(sum * 100) === Math.round(total * 100);
const complete = parts.length >= 2 && parts.every((p) => p.customerId && Number(p.amount) > 0);
function setPart(i: number, patch: Partial<Part>) {
setParts((prev) => prev.map((p, j) => (j === i ? { ...p, ...patch } : p)));
}
function start() {
const first = {
customerId: doc.matchedCustomer?.id ?? "",
customerName: doc.matchedCustomer?.name ?? "",
};
const [a, b] = equalParts(total, 2);
setParts([
{ ...first, amount: a },
{ customerId: "", customerName: "", amount: b },
]);
}
function evenly() {
const amounts = equalParts(total, parts.length);
setParts((prev) => prev.map((p, i) => ({ ...p, amount: amounts[i] })));
}
async function save(next: SplitPartInput[]) {
setBusy(true);
setErr(null);
try {
await setStatementSplits(doc.id, next);
onChange();
} catch (e) {
setErr((e as Error)?.message ?? "No se pudo guardar la división.");
} finally {
setBusy(false);
}
}
if (!parts.length) {
return (
<div>
<button
type="button"
className="btn btn-ghost"
disabled={!doc.extractedAmount}
title={doc.extractedAmount ? undefined : "Captura el importe primero"}
onClick={start}
>
Dividir entre varios clientes
</button>
</div>
);
}
return (
<div className="stack" style={{ gap: 8 }}>
<strong>División del recibo ({formatMoney(total, "MXN")})</strong>
{parts.map((p, i) => (
<div key={i} className="inline-form" style={{ flexWrap: "wrap", gap: 12 }}>
<div style={{ minWidth: 260 }}>
<CustomerPicker
value={p.customerId}
valueName={p.customerName}
onPick={(cid, name) => setPart(i, { customerId: cid, customerName: name })}
/>
</div>
<input
className="input"
inputMode="decimal"
style={{ width: 120 }}
value={p.amount}
onChange={(e) => setPart(i, { amount: e.target.value })}
/>
{parts.length > 2 && (
<button
type="button"
className="btn btn-ghost"
onClick={() => setParts((prev) => prev.filter((_, j) => j !== i))}
>
Quitar
</button>
)}
</div>
))}
<div className="inline-form" style={{ flexWrap: "wrap", gap: 12 }}>
<button
type="button"
className="btn btn-ghost"
onClick={() => setParts((prev) => [...prev, { customerId: "", customerName: "", amount: "" }])}
>
Agregar cliente
</button>
<button type="button" className="btn btn-ghost" onClick={evenly}>
Partes iguales
</button>
<span className={balanced ? "page-sub" : "state-error"}>
Suma {formatMoney(sum, "MXN")}
{!balanced && ` — diferencia ${formatMoney(total - sum, "MXN")}`}
</span>
<button
type="button"
className="btn btn-primary"
disabled={busy || !balanced || !complete}
onClick={() =>
save(parts.map((p) => ({ customerId: p.customerId, amount: Number(p.amount) })))
}
>
Guardar división
</button>
<button
type="button"
className="btn btn-outline"
disabled={busy}
onClick={() => (doc.splits.length ? save([]) : setParts([]))}
>
Quitar división
</button>
</div>
{err && <div className="state-box state-error">{err}</div>}
</div>
);
}