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Author SHA1 Message Date
rmancinasandClaude Opus 5.5 031b13f8c8 fix(reports): balances the statement agrees with, NUMid on every report
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From the 2026-10-08 meeting.

- Clientes en rojo summed every row a customer ever had, so the opening
  balance's history counted twice, cash receipts twice and the 2025
  archive on top: 195 customers in the red against 22 real ones. It now
  takes the balance scope balances() uses (extracted as balanceScopeSql),
  sorts by most recent real movement, and filters by ramo, date, minimum
  owed and inactive customers (status = 0, the internal accounts).
- Pagos no efectuados asked "no charge of any kind in N days"; legacy asks
  "no row of THAT service's concept in the period". Rewritten to legacy's
  question, per customer, defaulting to one billing cycle back. It also
  passed ELECTRICITY/PHONE, which are not ServiceKind values, so Luz and
  Telefono never returned a row. Sin fondos rows show as their own status.
- Faltantes demanded account, meter AND route of every kind; water and
  phone have no route. Now the legacy fields per kind.
- Reporte de efectivo counted every credit BALANCE FORWARD as cash
  (958 of 1093 rows on dev).
- Every report carries the legacy NUMid; policy reports add the
  insurance file number. The statement header shows it too.
- Printed headers showed placeholder company details: prod sets no
  COMPANY_* variables. Defaults are now the office's real locator, plus a
  US mailing address line.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-11 23:20:44 -07:00
rmancinas 8802f08d4f 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.
2026-07-23 23:20:41 -07:00