Files
jorgecuadros-platform/apps/web/src/app/clientes/[id]/page.tsx
T
rmancinasandClaude Opus 4.8 1b79b43a54
Build and Push Images / Build jorgecuadros-web (push) Successful in 1m37s
Build and Push Images / Build jorgecuadros-api (push) Successful in 2m9s
fix(migration): make Phase B additive sync actually work + verify end-to-end
The --sync path had never been run and was broken in several ways. Fixed and
verified against the dev DB (two consecutive syncs, both exit 0, 32/32
assertions: stable PKs, manual-row preservation, changed-row updates,
legacy-delete, no child duplication, zero FK orphans; idempotent).

- policies/properties: reuse each legacy row's existing id (by provenance)
  BEFORE building child rows, so children no longer point at a discarded fresh
  uuid; rebuild legacy-owned children via scoped delete + reinsert.
- customers: replace zip(customers, refs) (mispaired almost every row) with a
  ref-grouped id remap; names now restore and no spurious customers appear.
- drop the invalid Vehicle @@unique(legacySourceTable, legacyId) — one legacy
  policy row carries up to 3 vehicles sharing a legacyId; handle via delete+reinsert.
- upsert lookup tables (policy_types, insurance_providers, type_transactions,
  adjusters) by natural name and remap child FKs instead of inserting fresh
  uuids that nothing points at.
- transactions: drop updatedAt=NOW() (no such column); guard report formatting
  on NULL legacySourceTable (manual rows). Same report guard in bank.
- add manual-safe prune (prune_empty_customers.py --sync, in SYNC_STEPS): prune
  only legacy-owned empties, never manually-added customers.

web: customer-detail mini tx list now strikes voided rows with an "(anulado)"
tag (was the last void-UI rendering gap; /estado-cuenta already handled it).

docs: RESUME.md updated — Phase B sync marked verified end-to-end, void-UI
browser pass recorded.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-24 13:37:22 -07:00

916 lines
25 KiB
TypeScript
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
"use client";
import { useEffect, useState } from "react";
import Link from "next/link";
import { AppShell } from "@/components/AppShell";
import { ContextReports } from "@/components/ContextReports";
import {
archiveCustomer,
getCustomer,
policyDocumentDownloadUrl,
propertyDocumentDownloadUrl,
restoreCustomer,
} from "@/lib/api";
import { useCan } from "@/lib/abilities";
import {
domainLabel,
formatDate,
formatMoney,
premiumHeadline,
serviceKindGlyph,
serviceKindLabel,
SIN_NOMBRE,
sourceSystemLabel,
} from "@/lib/labels";
import type {
CustomerDetail,
Installment,
Policy,
Property,
Transaction,
TransactionSummaryRow,
} from "@/lib/types";
export default function ClienteDetailPage({
params,
}: {
params: { id: string };
}) {
const { id } = params;
return (
<AppShell>
<Detail id={id} />
</AppShell>
);
}
function Detail({ id }: { id: string }) {
const [data, setData] = useState<CustomerDetail | null>(null);
const [loading, setLoading] = useState(true);
const [error, setError] = useState<string | null>(null);
useEffect(() => {
let alive = true;
setLoading(true);
setError(null);
getCustomer(id)
.then((d) => {
if (alive) {
setData(d);
setLoading(false);
}
})
.catch((e) => {
if (alive) {
setError(
e?.status === 404
? "No encontramos este cliente."
: e?.message ?? "No se pudo cargar el cliente.",
);
setLoading(false);
}
});
return () => {
alive = false;
};
}, [id]);
if (loading) return <DetailSkeleton />;
if (error)
return (
<>
<BackLink />
<div className="state-error" role="alert">
{error}
</div>
</>
);
if (!data) return null;
const hasUtilities = data.properties.length > 0;
const hasInsurance = data.policies.length > 0;
return (
<div className="rise">
<div className="detail-actionbar">
<BackLink />
<ContextReports
entries={[
{
slug: "edo-cuenta-datos",
label: "Estado de cuenta (reporte)",
params: { customerId: data.id },
},
]}
/>
<CustomerActions
customer={data}
onChange={() => getCustomer(id).then(setData).catch(() => {})}
/>
</div>
<Hero data={data} hasUtilities={hasUtilities} hasInsurance={hasInsurance} />
<DatosSection data={data} />
<PropiedadesSection
properties={data.properties}
customerId={data.id}
customerName={data.name}
/>
<PolizasSection
policies={data.policies}
customerId={data.id}
customerName={data.name}
/>
<EstadoCuentaSection
customerId={data.id}
summary={data.transactionSummary}
transactions={data.transactions}
/>
<DocumentosSection data={data} />
</div>
);
}
function BackLink() {
return (
<Link href="/clientes" className="back-link">
Volver a Clientes
</Link>
);
}
/** Edit / archive controls, each gated by the matching ability. */
function CustomerActions({
customer,
onChange,
}: {
customer: CustomerDetail;
onChange: () => void;
}) {
const canEdit = useCan("customer:update");
const canDelete = useCan("customer:delete");
const [busy, setBusy] = useState(false);
const archived = customer.archivedAt != null;
async function toggleArchive() {
const verb = archived ? "restaurar" : "archivar";
if (!window.confirm(`¿Seguro que desea ${verb} este cliente?`)) return;
setBusy(true);
try {
if (archived) await restoreCustomer(customer.id);
else await archiveCustomer(customer.id);
onChange();
} catch (e) {
window.alert((e as Error)?.message ?? "No se pudo completar la acción.");
} finally {
setBusy(false);
}
}
if (!canEdit && !canDelete) return null;
return (
<div className="row-actions">
{archived && <span className="badge badge-negative">Archivado</span>}
{canEdit && (
<Link href={`/clientes/${customer.id}/editar`} className="btn btn-outline">
Editar
</Link>
)}
{canDelete && (
<button
type="button"
className="btn btn-ghost"
onClick={toggleArchive}
disabled={busy}
>
{archived ? "Restaurar" : "Archivar"}
</button>
)}
</div>
);
}
/* ------------------------------------------------------------------ Hero */
function Hero({
data,
hasUtilities,
hasInsurance,
}: {
data: CustomerDetail;
hasUtilities: boolean;
hasInsurance: boolean;
}) {
const provenance = data.legacyRefs
.map((r) => `${sourceSystemLabel(r.sourceSystem)} #${r.legacyId}`)
.join(" · ");
const facts: { label: string; value: string }[] = [
{ label: "Cliente desde", value: formatDate(data.customerSince) },
{
label: "Cuota",
value:
data.feeAmount != null && data.feeAmount !== ""
? formatMoney(data.feeAmount, data.preferredCurrency)
: "—",
},
{ label: "Propiedades", value: String(data.properties.length) },
{ label: "Pólizas", value: String(data.policies.length) },
{ label: "Moneda", value: data.preferredCurrency ?? "—" },
];
return (
<div className="detail-hero">
<div className="hero-top">
<div>
<h1
className={`hero-name${
data.name === SIN_NOMBRE ? " hero-name-missing" : ""
}`}
>
{data.name}
</h1>
{data.nameSource && (
<div className="hero-provenance">
Nombre recuperado de {data.nameSource} el registro original no
tenía nombre.
</div>
)}
{provenance && (
<div className="hero-provenance">Origen: {provenance}</div>
)}
</div>
<div className="hero-badges">
{hasUtilities && (
<span className="badge badge-servicios">
<span className="dot" /> Servicios
</span>
)}
{hasInsurance && (
<span className="badge badge-seguros">
<span className="dot" /> Seguros
</span>
)}
<span
className={`badge ${
data.status ? "badge-on-dark" : "badge-negative"
}`}
>
{data.status ? "Activo" : "Inactivo"}
</span>
</div>
</div>
<div className="hero-facts">
{facts.map((f) => (
<div key={f.label}>
<div className="hero-fact-label">{f.label}</div>
<div className="hero-fact-value">{f.value}</div>
</div>
))}
</div>
</div>
);
}
/* ------------------------------------------------------- Datos del cliente */
function DatosSection({ data }: { data: CustomerDetail }) {
const mxAddress = [data.addressLine1, data.addressLine2]
.filter(Boolean)
.join(", ");
const cityLine = [
data.city?.replace(/,\s*$/, ""),
data.state,
data.zipCode,
data.country,
]
.filter(Boolean)
.join(", ");
const idLine =
data.identificationNumber || data.identificationType
? [
data.identificationType,
data.identificationNumber,
data.identificationExpiration
? `vence ${formatDate(data.identificationExpiration)}`
: null,
]
.filter(Boolean)
.join(" · ")
: null;
return (
<section className="section">
<SectionHead rule="datos" title="Datos del cliente" />
<div className="card">
<div className="kv-grid">
<KV label="Teléfono" value={data.phone} mono />
<KV label="Móvil" value={data.mobile} mono />
<KV label="Fax" value={data.fax} mono />
<KV label="Correo electrónico" value={data.email} />
<KV label="Documento de identidad" value={idLine} />
<KV
label="Estado"
value={data.status ? "Activo" : "Inactivo"}
/>
{(mxAddress || cityLine) && (
<div className="kv-block">
<div className="kv-label">Domicilio</div>
<div className="kv-value">
{mxAddress && <div>{mxAddress}</div>}
{cityLine && <div>{cityLine}</div>}
{!mxAddress && !cityLine && "—"}
</div>
</div>
)}
{data.notes && (
<div className="kv-block">
<div className="kv-label">Notas</div>
<div className="kv-value">{data.notes}</div>
</div>
)}
</div>
</div>
</section>
);
}
function KV({
label,
value,
mono,
}: {
label: string;
value: string | null | undefined;
mono?: boolean;
}) {
return (
<div>
<div className="kv-label">{label}</div>
<div className={`kv-value${mono && value ? " mono" : ""}`}>
{value || "—"}
</div>
</div>
);
}
/* ----------------------------------------------- Propiedades y servicios */
function PropiedadesSection({
properties,
customerId,
customerName,
}: {
properties: Property[];
customerId: string;
customerName: string;
}) {
const canCreate = useCan("property:create");
return (
<section className="section">
<div className="detail-actionbar">
<SectionHead
rule="servicios"
title="Propiedades y servicios"
count={properties.length}
/>
{canCreate && (
<Link
href={`/servicios/nuevo?customerId=${customerId}&customerName=${encodeURIComponent(customerName)}`}
className="btn btn-outline"
>
+ Nueva propiedad
</Link>
)}
</div>
<div className="card">
{properties.length === 0 ? (
<div className="empty-inline">
Este cliente no tiene propiedades registradas.
</div>
) : (
properties.map((p) => <PropertyCard key={p.id} p={p} />)
)}
</div>
</section>
);
}
function PropertyCard({ p }: { p: Property }) {
const addr = [p.addressLine1, p.addressLine2].filter(Boolean).join(", ");
const phones = [p.phone1, p.phone2, p.phone3].filter(Boolean);
return (
<div className="prop-card">
<div className="prop-addr">
<Link href={`/servicios/${p.id}`} className="policy-num-link">
{addr || "Propiedad"}
</Link>
</div>
<div className="prop-meta">
{p.zone && <span>Zona: {p.zone}</span>}
{phones.length > 0 && (
<span className="mono">{phones.join(" · ")}</span>
)}
</div>
{p.services.length > 0 && (
<div className="svc-grid">
{p.services.map((s) => (
<div
key={s.id}
className={`svc-item${s.active ? "" : " inactive"}`}
>
<div className="svc-head">
<span className="svc-kind">
<span className="svc-glyph" aria-hidden>
{serviceKindGlyph(s.kind)}
</span>
{serviceKindLabel(s.kind)}
</span>
{!s.active && (
<span className="badge badge-neutral">Inactivo</span>
)}
</div>
<div className="svc-detail">
{s.accountNumber && (
<span>
Cuenta: <span className="mono">{s.accountNumber}</span>
</span>
)}
{s.meterNumber && (
<span>
Medidor: <span className="mono">{s.meterNumber}</span>
</span>
)}
{s.route && (
<span>
Ruta: <span className="mono">{s.route}</span>
</span>
)}
{s.dueDay && <span>Día de pago: {s.dueDay}</span>}
{s.notes && <span>{s.notes}</span>}
</div>
</div>
))}
</div>
)}
{p.trustAccount && (
<div className="trust-box">
<div className="trust-title">Fideicomiso</div>
<div className="trust-facts">
{p.trustAccount.bankName && (
<span>
<strong>Banco:</strong> {p.trustAccount.bankName}
</span>
)}
{p.trustAccount.trustNumber && (
<span>
<strong>No.:</strong>{" "}
<span className="mono">{p.trustAccount.trustNumber}</span>
</span>
)}
{p.trustAccount.bankFee && (
<span>
<strong>Comisión:</strong>{" "}
{formatMoney(p.trustAccount.bankFee, "MXN")}
</span>
)}
{p.trustAccount.dueDate1 && (
<span>
<strong>Vigencia:</strong>{" "}
{formatDate(p.trustAccount.dueDate1)}
{p.trustAccount.dueDate2
? ` ${formatDate(p.trustAccount.dueDate2)}`
: ""}
</span>
)}
</div>
</div>
)}
</div>
);
}
/* ------------------------------------------------------ Pólizas de seguro */
function PolizasSection({
policies,
customerId,
customerName,
}: {
policies: Policy[];
customerId: string;
customerName: string;
}) {
const canCreate = useCan("policy:create");
return (
<section className="section">
<div className="detail-actionbar">
<SectionHead
rule="seguros"
title="Pólizas de seguro"
count={policies.length}
/>
{canCreate && (
<Link
href={`/polizas/nuevo?customerId=${customerId}&customerName=${encodeURIComponent(customerName)}`}
className="btn btn-outline"
>
+ Nueva póliza
</Link>
)}
</div>
<div className="card">
{policies.length === 0 ? (
<div className="empty-inline">
Este cliente no tiene pólizas registradas.
</div>
) : (
policies.map((p) => <PolicyCard key={p.id} p={p} />)
)}
</div>
</section>
);
}
function PolicyCard({ p }: { p: Policy }) {
const { value: headline, label: headlineLabel } = premiumHeadline(p);
return (
<div className="policy-card">
<div className="policy-head">
<div>
<Link href={`/polizas/${p.id}`} className="policy-num policy-num-link">
{p.policyNumber || "—"}
</Link>
<div className="policy-type-row">
{p.policyType?.name && (
<span className="badge badge-seguros">
<span className="dot" /> {p.policyType.name}
</span>
)}
{p.insuranceProvider?.name && (
<span>{p.insuranceProvider.name}</span>
)}
{p.agentName && (
<>
<span className="sep">·</span>
<span>Agente: {p.agentName}</span>
</>
)}
<span
className={`badge ${
p.liquidated ? "badge-positive" : "badge-neutral"
}`}
>
{p.liquidated ? "Liquidada" : "Pendiente"}
</span>
</div>
<div className="policy-type-row">
<span className="kv-label" style={{ margin: 0 }}>
Vigencia:
</span>
<span className="mono">
{formatDate(p.policyFrom)} {formatDate(p.policyTo)}
</span>
</div>
</div>
<div className="policy-figures">
<div className="policy-total">
{formatMoney(headline, p.currency)}
</div>
<div className="policy-total-label">{headlineLabel}</div>
</div>
</div>
<div className="policy-body">
{p.installments.length > 0 && (
<div className="subpanel">
<div className="subpanel-title">
<span>Pagos</span>
<span>{p.installments.length}</span>
</div>
{p.installments.map((inst) => (
<InstallmentRow key={inst.id} inst={inst} />
))}
</div>
)}
{p.vehicles.length > 0 && (
<div className="subpanel">
<div className="subpanel-title">
<span>Vehículos</span>
<span>{p.vehicles.length}</span>
</div>
<div className="mini-list">
{p.vehicles.map((v) => (
<div key={v.id}>
{[v.make, v.model, v.modelYear].filter(Boolean).join(" ") ||
"Vehículo"}
<div className="mini-sub">
{[
v.bodyType,
v.licensePlate ? `Placa ${v.licensePlate}` : null,
]
.filter(Boolean)
.join(" · ")}
</div>
</div>
))}
</div>
</div>
)}
{p.insuredDrivers.length > 0 && (
<div className="subpanel">
<div className="subpanel-title">
<span>Asegurados</span>
<span>{p.insuredDrivers.length}</span>
</div>
<div className="mini-list">
{p.insuredDrivers.map((d) => (
<div key={d.id}>
{d.fullName || "—"}
{d.licenseNumber && (
<div className="mini-sub mono">Lic. {d.licenseNumber}</div>
)}
</div>
))}
</div>
</div>
)}
{p.beneficiaries.length > 0 && (
<div className="subpanel">
<div className="subpanel-title">
<span>Beneficiarios</span>
<span>{p.beneficiaries.length}</span>
</div>
<div className="mini-list">
{p.beneficiaries.map((b) => (
<div key={b.id}>
{b.name || "—"}
{(b.phone || b.email) && (
<div className="mini-sub">
{[b.phone, b.email].filter(Boolean).join(" · ")}
</div>
)}
</div>
))}
</div>
</div>
)}
</div>
</div>
);
}
function InstallmentRow({ inst }: { inst: Installment }) {
const method = inst.isCash
? "Efectivo"
: inst.checkNumber
? `Ref. ${inst.checkNumber}`
: null;
return (
<div className="pay-row">
<span style={{ display: "flex", alignItems: "center", gap: 9 }}>
<span className="pay-seq">{inst.sequence}</span>
<span>
{inst.paidDate ? formatDate(inst.paidDate) : "Sin pagar"}
{method && (
<span className="muted" style={{ fontSize: 11 }}>
{" "}
· {method}
</span>
)}
</span>
</span>
<span className="mono" style={{ fontWeight: 600 }}>
{formatMoney(inst.amount, inst.currency)}
</span>
</div>
);
}
/* ------------------------------------------------------- Estado de cuenta */
function EstadoCuentaSection({
customerId,
summary,
transactions,
}: {
customerId: string;
summary: TransactionSummaryRow[];
transactions: Transaction[];
}) {
return (
<section className="section">
<SectionHead
rule="cuenta"
title="Estado de cuenta"
count={transactions.length}
countSuffix="movimientos"
/>
{summary.length > 0 && (
<div className="summary-grid">
{summary.map((row, i) => (
<div className={`summary-card ${row.domain}`} key={i}>
<div className="summary-domain">
<span className={`tx-dot ${row.domain}`} />
{domainLabel(row.domain)} · {row.currency}
</div>
<div className="summary-total">
{formatMoney(row.total, row.currency)}
</div>
<div className="summary-count">
{row.count}{" "}
{row.count === 1 ? "movimiento" : "movimientos"}
</div>
</div>
))}
</div>
)}
<div className="card">
{transactions.length === 0 ? (
<div className="empty-inline">Sin movimientos registrados.</div>
) : (
<div className="tx-scroll">
<table className="tx-table">
<thead>
<tr>
<th>Fecha</th>
<th>Línea</th>
<th>Tipo</th>
<th>Referencia</th>
<th>Concepto</th>
<th className="num">Monto</th>
</tr>
</thead>
<tbody>
{transactions.map((t) => (
<TxRow key={t.id} t={t} />
))}
</tbody>
</table>
</div>
)}
{transactions.length >= 100 && (
<div className="section-note" style={{ padding: "0 16px 14px" }}>
Mostrando los 100 movimientos más recientes.
</div>
)}
</div>
{transactions.length > 0 && (
<p className="section-note">
<Link href={`/estado-cuenta/${customerId}`} className="inline-link">
Ver estado de cuenta completo
</Link>{" "}
con saldo, saldo corrido y desglose por línea de negocio.
</p>
)}
</section>
);
}
function TxRow({ t }: { t: Transaction }) {
const num = t.amount != null ? Number(t.amount) : NaN;
const sign = !Number.isNaN(num) && num < 0 ? "neg" : "pos";
const tipo =
t.type?.nameEs || t.type?.nameEn || "—";
const concept = t.message || t.period || "—";
const voided = !!t.voidedAt;
return (
<tr style={voided ? { textDecoration: "line-through", opacity: 0.55 } : undefined}>
<td className="mono" style={{ whiteSpace: "nowrap" }}>
{formatDate(t.transactionDate)}
</td>
<td className="tx-domain-cell">
<span className={`tx-dot ${t.domain}`} />
{domainLabel(t.domain)}
</td>
<td>{tipo}</td>
<td className="tx-ref">{t.reference || "—"}</td>
<td className="tx-concept">
{concept}
{voided && (
<span className="tx-cur" style={{ marginLeft: 6, textDecoration: "none" }}>
(anulado)
</span>
)}
</td>
<td className="num">
<span className={`tx-amount ${sign}`}>
{formatMoney(t.amount, t.currency)}
</span>{" "}
<span className="tx-cur">{t.currency}</span>
</td>
</tr>
);
}
/* ----------------------------------------------------------- Documentos */
function DocumentosSection({ data }: { data: CustomerDetail }) {
type Doc = { type: string; scope: string; href: string | null };
const docs: Doc[] = [];
data.properties.forEach((p) => {
const label = [p.addressLine1].filter(Boolean).join("") || "Propiedad";
p.documents.forEach((d) =>
docs.push({
type: d.documentType || "Documento",
scope: label,
href: d.id ? propertyDocumentDownloadUrl(p.id, d.id) : null,
}),
);
});
data.policies.forEach((p) => {
p.documents.forEach((d) =>
docs.push({
type: d.documentType || "Documento",
scope: `Póliza ${p.policyNumber ?? ""}`.trim(),
href: d.id ? policyDocumentDownloadUrl(p.id, d.id) : null,
}),
);
});
return (
<section className="section">
<SectionHead rule="docs" title="Documentos" count={docs.length} />
<div className="card">
{docs.length === 0 ? (
<div className="empty-inline">
No hay documentos registrados para este cliente.
</div>
) : (
<div className="doc-list">
{docs.map((d, i) => (
<div className="doc-item" key={i}>
<span className="doc-icon" aria-hidden>
</span>
<div style={{ minWidth: 0, flex: 1 }}>
<div className="doc-type">{d.type}</div>
<div className="doc-key">{d.scope}</div>
</div>
{d.href && (
<a className="btn btn-ghost" href={d.href}>
Descargar
</a>
)}
</div>
))}
</div>
)}
</div>
</section>
);
}
/* -------------------------------------------------------------- helpers */
function SectionHead({
rule,
title,
count,
countSuffix,
}: {
rule: string;
title: string;
count?: number;
countSuffix?: string;
}) {
return (
<div className="section-head">
<span className={`section-rule ${rule}`} aria-hidden />
<h2 className="section-title">{title}</h2>
{count != null && (
<span className="section-count">
{count} {countSuffix ?? ""}
</span>
)}
</div>
);
}
function DetailSkeleton() {
return (
<div>
<div
className="skeleton"
style={{ height: 16, width: 140, marginBottom: 18 }}
/>
<div className="skeleton" style={{ height: 180, borderRadius: 16 }} />
<div
className="skeleton"
style={{ height: 200, borderRadius: 16, marginTop: 34 }}
/>
<div
className="skeleton"
style={{ height: 260, borderRadius: 16, marginTop: 34 }}
/>
</div>
);
}