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jorgecuadros-platform/apps/web/src/lib/api.ts
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rmancinasandClaude Opus 5 93f817158e
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feat(statements): a year selector, reading each closed year from its archive
The statement has been pinned to the calendar year in progress since bc74905.
Now that prior years are imported, the year becomes a choice: the current one
still reads the live ledger, and any earlier one reads that year's archive.

A period is selected by its `datos2@YYYY` tag, not by a date range. That is how
legacy addressed it — one table per closed year, `SELECT ... FROM `2025`` — and
the distinction is load-bearing: the archives carry rows dated a day or two into
the following January, so a date window would file them under the wrong year in
one direction and drop them in the other.

Two things the archive branch must not inherit:

  - The balance floor. It exists to stop a later opening balance double-counting
    the history it summarizes; for a period view that history is precisely what
    is being asked for, so applying it would return nothing at all.
  - The cash-source exclusion. It reproduces legacy's DATOS2-only datosfreak,
    and an archive is DATOS2 rows already.

No fold into an opening balance either — the archive holds its own Jan-1 BALANCE
FORWARD row, which is the carry, listed exactly as legacy listed it.

The current period stays deliberately open-ended at the top. A period is a table
in legacy, not a date range, so whatever the office filed in it belongs to it,
including the future-dated rows the live ledger carries out to 2028. Bounding it
would hide them from every view.

`availableYears` reports the periods a customer actually has, so the picker never
offers a year that would render empty — "you had no activity in 2019" is a
different claim from "2019 was never imported", and only one of them is true.
The selector hides itself entirely for a customer with a single period, and a
year outside the list is a 404 rather than a silent fall back to the current one.

The same period rule lands on the printable twin (edo-cuenta-datos gains a
"Periodo (año)" parameter) and on the portal, where fetchLedgerRowsPlatform was
also filtering by date with no source exclusion at all — so period=2025 would
have returned the archive rows on top of that year's EFECTIVO receipts, counting
every prior-year payment twice. The portal's allowlist is now built per data
source and validated at the point of use: DreamHost holds the current year plus
one archive table, the platform holds however many were imported, and
fetchLedgerRowsLegacy interpolates the period as a table name, so a
platform-only year must not reach it — including on the fallback path when the
platform is unreachable.

Left alone: the /clientes/:id ledger card still shows the current year. It reads
transactionYear off the customers endpoint rather than the statement, it is a
summary that links to the full statement, and giving it its own year state would
duplicate the page it links to.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-19 15:48:25 -07:00

1537 lines
44 KiB
TypeScript

// Cross-origin API client. All requests send the session cookie (connect.sid)
// via credentials: "include". The API origin comes from NEXT_PUBLIC_API_ORIGIN.
import type {
AuthUser,
BalanceFilter,
BalanceListResponse,
BalanceSort,
BankAccount,
BankCleared,
BankDirection,
BankFacets,
BankInstitution,
BankListResponse,
BankSort,
BankStats,
BankSummary,
BatchCreateInput,
ConfirmBatchInput,
ConfirmBatchResult,
BatchCreateResponse,
BillingFacets,
BillingStats,
BusinessLine,
ByCheckResponse,
CreateBankAccountInput,
CreateBankInput,
CreateBankMovementInput,
CreateMovementInput,
DiscardBatchResult,
UpdateBankAccountInput,
ResolveOutstandingInput,
ReviewDocumentInput,
StatementBatch,
StatementBatchDetail,
StatementDocument,
StatementDocumentStatus,
CustomerDetail,
CustomerInput,
CustomerListResponse,
CustomerStats,
LedgerCurrency,
LedgerDirection,
MovementListResponse,
MovementSort,
PolicyDetail,
PolicyFacets,
PolicyInput,
PolicyListResponse,
PolicySort,
PolicyStats,
PolicyStatus,
PolicyOcrBatch,
PolicyOcrBatchDetail,
PolicyOcrDocument,
PolicyOcrReviewInput,
PolicyOcrConfirmInput,
PolicyOcrConfirmResult,
LookupsResponse,
OpsJob,
OpsJobKind,
ReplicationStatus,
VerifyResult,
IngestFile,
BackupFile,
PropertyDetail,
PropertyFacets,
PropertyInput,
PropertyListResponse,
PropertySort,
PropertyStats,
ReportCatalog,
ReportRunResult,
ServiceInput,
TrustInput,
Role,
ServiceKind,
Statement,
Transaction,
TransactionDomain,
TrustFilter,
UserRow,
} from "./types";
// Resolve the API origin at runtime, not build time — so one built image serves
// any deployment and the app follows the box when it moves (tailnet today,
// 192.168.1.x office LAN later) with no config change.
//
// In the browser, derive the origin from the page's own location, the way a PHP
// app would. An explicit API_ORIGIN (injected as window.__API_ORIGIN__ by the
// root layout) still wins when a deployment genuinely splits the two hosts.
// On the server (SSR) read process.env directly — a derived origin is
// browser-only, and "/api" is not fetchable server-side.
function resolveApiOrigin(): string {
if (typeof window !== "undefined") {
const injected = (window as { __API_ORIGIN__?: string }).__API_ORIGIN__;
if (injected) return injected;
const { protocol, hostname } = window.location;
// Over TLS the API must share the page's origin or the browser blocks the
// call as mixed active content. The reverse proxy maps /api to the API.
if (protocol === "https:") return "/api";
// Plain HTTP: same host, API port. 3001 is the port the API container
// publishes everywhere (deploy/galactus/jorgecuadros-app.compose.yml).
return `http://${hostname}:3001`;
}
return (
process.env.API_ORIGIN ??
process.env.NEXT_PUBLIC_API_ORIGIN ??
"http://localhost:3001"
);
}
export const API_ORIGIN = resolveApiOrigin();
export class ApiError extends Error {
status: number;
constructor(status: number, message: string) {
super(message);
this.status = status;
this.name = "ApiError";
}
}
export async function apiFetch<T>(
path: string,
init?: RequestInit,
): Promise<T> {
let res: Response;
try {
res = await fetch(`${API_ORIGIN}${path}`, {
credentials: "include",
headers: {
"Content-Type": "application/json",
...(init?.headers ?? {}),
},
...init,
});
} catch (e) {
throw new ApiError(
0,
"No se pudo conectar con el servidor. Verifica tu conexión.",
);
}
if (!res.ok) {
let message = `Error ${res.status}`;
try {
const body = await res.json();
if (body?.message) message = body.message;
} catch {
/* ignore non-JSON error bodies */
}
throw new ApiError(res.status, message);
}
if (res.status === 204) return undefined as T;
return (await res.json()) as T;
}
export function login(email: string, password: string): Promise<AuthUser> {
return apiFetch<AuthUser>("/auth/login", {
method: "POST",
body: JSON.stringify({ email, password }),
});
}
export function me(): Promise<AuthUser> {
return apiFetch<AuthUser>("/auth/me");
}
/** Persist the caller's own text-size preference on their account. */
export function updateUiScale(uiScale: number): Promise<AuthUser> {
return apiFetch<AuthUser>("/auth/preferences", {
method: "PATCH",
body: JSON.stringify({ uiScale }),
});
}
export function logout(): Promise<{ success: boolean }> {
return apiFetch<{ success: boolean }>("/auth/logout", { method: "POST" });
}
export interface ServiceVersion {
service: string;
version: string;
gitSha: string;
buildDate: string;
}
/** What the API container reports it is running. Unauthenticated by design. */
export function getApiVersion(): Promise<ServiceVersion> {
return apiFetch<ServiceVersion>("/version");
}
export function getStats(): Promise<CustomerStats> {
return apiFetch<CustomerStats>("/customers/stats");
}
export interface CustomerQuery {
query?: string;
page?: number;
pageSize?: number;
line?: BusinessLine;
}
export function listCustomers(
q: CustomerQuery,
): Promise<CustomerListResponse> {
const params = new URLSearchParams();
if (q.query) params.set("query", q.query);
if (q.page) params.set("page", String(q.page));
if (q.pageSize) params.set("pageSize", String(q.pageSize));
if (q.line) params.set("line", q.line);
const qs = params.toString();
return apiFetch<CustomerListResponse>(`/customers${qs ? `?${qs}` : ""}`);
}
export function getCustomer(id: string): Promise<CustomerDetail> {
return apiFetch<CustomerDetail>(`/customers/${id}`);
}
export function createCustomer(input: CustomerInput): Promise<CustomerDetail> {
return apiFetch<CustomerDetail>("/customers", {
method: "POST",
body: JSON.stringify(input),
});
}
export function updateCustomer(
id: string,
input: Partial<CustomerInput>,
): Promise<CustomerDetail> {
return apiFetch<CustomerDetail>(`/customers/${id}`, {
method: "PATCH",
body: JSON.stringify(input),
});
}
export function archiveCustomer(id: string): Promise<CustomerDetail> {
return apiFetch<CustomerDetail>(`/customers/${id}`, { method: "DELETE" });
}
export function restoreCustomer(id: string): Promise<CustomerDetail> {
return apiFetch<CustomerDetail>(`/customers/${id}/restore`, { method: "POST" });
}
export interface NumidAllocation {
numid: string;
/** "existing" when the customer already had one — the call is idempotent. */
origin: "existing" | "new" | "recycled";
previousCustomerId?: string;
}
/** Give a customer the portal NUMid they log in to my.jorgecuadros.com with. */
export function grantPortalAccess(id: string): Promise<NumidAllocation> {
return apiFetch<NumidAllocation>(`/customers/${id}/portal-access`, {
method: "POST",
});
}
/* ------------------------------------------------------ Policies module */
/** Renewal horizon in days, shared by the list, stats and detail calls so the
* "por vencer" bucket means the same thing everywhere. */
export const EXPIRY_WINDOW_DAYS = 30;
export interface PolicyQuery {
query?: string;
page?: number;
pageSize?: number;
status?: PolicyStatus;
days?: number;
typeId?: string;
providerId?: string;
liquidated?: boolean;
sort?: PolicySort;
}
export function listPolicies(q: PolicyQuery): Promise<PolicyListResponse> {
const params = new URLSearchParams();
if (q.query) params.set("query", q.query);
if (q.page) params.set("page", String(q.page));
if (q.pageSize) params.set("pageSize", String(q.pageSize));
if (q.status) params.set("status", q.status);
if (q.days) params.set("days", String(q.days));
if (q.typeId) params.set("typeId", q.typeId);
if (q.providerId) params.set("providerId", q.providerId);
if (q.liquidated !== undefined) params.set("liquidated", String(q.liquidated));
if (q.sort) params.set("sort", q.sort);
const qs = params.toString();
return apiFetch<PolicyListResponse>(`/policies${qs ? `?${qs}` : ""}`);
}
export function getPolicyStats(
days: number = EXPIRY_WINDOW_DAYS,
): Promise<PolicyStats> {
return apiFetch<PolicyStats>(`/policies/stats?days=${days}`);
}
export function getPolicyFacets(): Promise<PolicyFacets> {
return apiFetch<PolicyFacets>("/policies/facets");
}
export function getPolicy(
id: string,
days: number = EXPIRY_WINDOW_DAYS,
): Promise<PolicyDetail> {
return apiFetch<PolicyDetail>(`/policies/${id}?days=${days}`);
}
export function createPolicy(input: PolicyInput): Promise<PolicyDetail> {
return apiFetch<PolicyDetail>("/policies", {
method: "POST",
body: JSON.stringify(input),
});
}
export function updatePolicy(
id: string,
input: Partial<PolicyInput>,
): Promise<PolicyDetail> {
return apiFetch<PolicyDetail>(`/policies/${id}`, {
method: "PATCH",
body: JSON.stringify(input),
});
}
export function archivePolicy(id: string): Promise<PolicyDetail> {
return apiFetch<PolicyDetail>(`/policies/${id}`, { method: "DELETE" });
}
export function restorePolicy(id: string): Promise<PolicyDetail> {
return apiFetch<PolicyDetail>(`/policies/${id}/restore`, { method: "POST" });
}
// Generic policy-child CRUD. `kind` is the URL segment
// (installments|vehicles|drivers|beneficiaries|claims).
export function addPolicyChild<T>(
policyId: string,
kind: string,
input: T,
): Promise<unknown> {
return apiFetch(`/policies/${policyId}/${kind}`, {
method: "POST",
body: JSON.stringify(input),
});
}
export function updatePolicyChild<T>(
policyId: string,
kind: string,
childId: string,
input: T,
): Promise<unknown> {
return apiFetch(`/policies/${policyId}/${kind}/${childId}`, {
method: "PATCH",
body: JSON.stringify(input),
});
}
export function removePolicyChild(
policyId: string,
kind: string,
childId: string,
): Promise<unknown> {
return apiFetch(`/policies/${policyId}/${kind}/${childId}`, {
method: "DELETE",
});
}
/* ------------------------------------------------- Lookups (insurance ref) */
export function getLookups(): Promise<LookupsResponse> {
return apiFetch<LookupsResponse>("/lookups");
}
export function createLookup(kind: string, input: unknown): Promise<unknown> {
return apiFetch(`/lookups/${kind}`, { method: "POST", body: JSON.stringify(input) });
}
export function updateLookup(
kind: string,
id: string,
input: unknown,
): Promise<unknown> {
return apiFetch(`/lookups/${kind}/${id}`, {
method: "PATCH",
body: JSON.stringify(input),
});
}
export function removeLookup(kind: string, id: string): Promise<unknown> {
return apiFetch(`/lookups/${kind}/${id}`, { method: "DELETE" });
}
/* ----------------------------------------------------- Utilities module */
export interface PropertyQuery {
query?: string;
page?: number;
pageSize?: number;
serviceKind?: ServiceKind;
municipality?: string;
bank?: string;
trust?: TrustFilter;
hasServices?: boolean;
customerId?: string;
days?: number;
sort?: PropertySort;
}
export function listProperties(q: PropertyQuery): Promise<PropertyListResponse> {
const params = new URLSearchParams();
if (q.query) params.set("query", q.query);
if (q.page) params.set("page", String(q.page));
if (q.pageSize) params.set("pageSize", String(q.pageSize));
if (q.serviceKind) params.set("serviceKind", q.serviceKind);
if (q.municipality) params.set("municipality", q.municipality);
if (q.bank) params.set("bank", q.bank);
if (q.trust) params.set("trust", q.trust);
if (q.hasServices !== undefined)
params.set("hasServices", String(q.hasServices));
if (q.customerId) params.set("customerId", q.customerId);
if (q.days) params.set("days", String(q.days));
if (q.sort) params.set("sort", q.sort);
const qs = params.toString();
return apiFetch<PropertyListResponse>(`/properties${qs ? `?${qs}` : ""}`);
}
export function getPropertyStats(
days: number = EXPIRY_WINDOW_DAYS,
): Promise<PropertyStats> {
return apiFetch<PropertyStats>(`/properties/stats?days=${days}`);
}
export function getPropertyFacets(): Promise<PropertyFacets> {
return apiFetch<PropertyFacets>("/properties/facets");
}
export function getProperty(
id: string,
days: number = EXPIRY_WINDOW_DAYS,
): Promise<PropertyDetail> {
return apiFetch<PropertyDetail>(`/properties/${id}?days=${days}`);
}
export function createProperty(input: PropertyInput): Promise<PropertyDetail> {
return apiFetch<PropertyDetail>("/properties", {
method: "POST",
body: JSON.stringify(input),
});
}
export function updateProperty(
id: string,
input: Partial<PropertyInput>,
): Promise<PropertyDetail> {
return apiFetch<PropertyDetail>(`/properties/${id}`, {
method: "PATCH",
body: JSON.stringify(input),
});
}
export function archiveProperty(id: string): Promise<PropertyDetail> {
return apiFetch<PropertyDetail>(`/properties/${id}`, { method: "DELETE" });
}
export function restoreProperty(id: string): Promise<PropertyDetail> {
return apiFetch<PropertyDetail>(`/properties/${id}/restore`, { method: "POST" });
}
// Service child CRUD.
export function addService(propertyId: string, input: ServiceInput): Promise<unknown> {
return apiFetch(`/properties/${propertyId}/services`, {
method: "POST",
body: JSON.stringify(input),
});
}
export function updateService(
propertyId: string,
serviceId: string,
input: Partial<ServiceInput>,
): Promise<unknown> {
return apiFetch(`/properties/${propertyId}/services/${serviceId}`, {
method: "PATCH",
body: JSON.stringify(input),
});
}
export function removeService(propertyId: string, serviceId: string): Promise<unknown> {
return apiFetch(`/properties/${propertyId}/services/${serviceId}`, {
method: "DELETE",
});
}
// Trust account (1:1 upsert).
export function upsertTrust(propertyId: string, input: TrustInput): Promise<unknown> {
return apiFetch(`/properties/${propertyId}/trust`, {
method: "PUT",
body: JSON.stringify(input),
});
}
export function removeTrust(propertyId: string): Promise<unknown> {
return apiFetch(`/properties/${propertyId}/trust`, { method: "DELETE" });
}
export function removePropertyDocument(
propertyId: string,
documentId: string,
): Promise<unknown> {
return apiFetch(`/properties/${propertyId}/documents/${documentId}`, {
method: "DELETE",
});
}
export function propertyDocumentDownloadUrl(
propertyId: string,
documentId: string,
): string {
return `${API_ORIGIN}/properties/${propertyId}/documents/${documentId}/download`;
}
export function uploadPropertyDocument(
propertyId: string,
file: File,
type?: string,
): Promise<unknown> {
const q = type ? `?type=${encodeURIComponent(type)}` : "";
return uploadFile(`/properties/${propertyId}/documents${q}`, file);
}
export function removePolicyDocument(
policyId: string,
documentId: string,
): Promise<unknown> {
return apiFetch(`/policies/${policyId}/documents/${documentId}`, {
method: "DELETE",
});
}
export function policyDocumentDownloadUrl(
policyId: string,
documentId: string,
): string {
return `${API_ORIGIN}/policies/${policyId}/documents/${documentId}/download`;
}
export function uploadPolicyDocument(
policyId: string,
file: File,
type?: string,
): Promise<unknown> {
const q = type ? `?type=${encodeURIComponent(type)}` : "";
return uploadFile(`/policies/${policyId}/documents${q}`, file);
}
/* ------------------------------------------- Billing / statements module */
export interface MovementQuery {
query?: string;
page?: number;
pageSize?: number;
domain?: TransactionDomain;
currency?: LedgerCurrency;
direction?: LedgerDirection;
typeId?: string;
source?: string;
customerId?: string;
/** Restrict to captured-but-unpaid rows (the NOPAGO worklist). */
outstanding?: boolean;
/** Exact check number — the by-check reconciliation lookup. */
checkNumber?: string;
/** `YYYY-MM-DD`, inclusive on both ends. */
from?: string;
to?: string;
sort?: MovementSort;
}
export function listMovements(q: MovementQuery): Promise<MovementListResponse> {
const params = new URLSearchParams();
if (q.query) params.set("query", q.query);
if (q.page) params.set("page", String(q.page));
if (q.pageSize) params.set("pageSize", String(q.pageSize));
if (q.domain) params.set("domain", q.domain);
if (q.currency) params.set("currency", q.currency);
if (q.direction) params.set("direction", q.direction);
if (q.typeId) params.set("typeId", q.typeId);
if (q.source) params.set("source", q.source);
if (q.customerId) params.set("customerId", q.customerId);
if (q.outstanding !== undefined) params.set("outstanding", String(q.outstanding));
if (q.checkNumber) params.set("checkNumber", q.checkNumber);
if (q.from) params.set("from", q.from);
if (q.to) params.set("to", q.to);
if (q.sort) params.set("sort", q.sort);
const qs = params.toString();
return apiFetch<MovementListResponse>(`/billing${qs ? `?${qs}` : ""}`);
}
export interface BalanceQuery {
query?: string;
page?: number;
pageSize?: number;
currency?: LedgerCurrency;
balance?: BalanceFilter;
domain?: TransactionDomain;
sort?: BalanceSort;
}
export function listBalances(q: BalanceQuery): Promise<BalanceListResponse> {
const params = new URLSearchParams();
if (q.query) params.set("query", q.query);
if (q.page) params.set("page", String(q.page));
if (q.pageSize) params.set("pageSize", String(q.pageSize));
if (q.currency) params.set("currency", q.currency);
if (q.balance) params.set("balance", q.balance);
if (q.domain) params.set("domain", q.domain);
if (q.sort) params.set("sort", q.sort);
const qs = params.toString();
return apiFetch<BalanceListResponse>(`/billing/balances${qs ? `?${qs}` : ""}`);
}
export function getBillingStats(): Promise<BillingStats> {
return apiFetch<BillingStats>("/billing/stats");
}
export function getBillingFacets(): Promise<BillingFacets> {
return apiFetch<BillingFacets>("/billing/facets");
}
/** `year` omitted reads the current period; earlier years come from an archive. */
export function getStatement(
customerId: string,
year?: number,
): Promise<Statement> {
const q = year === undefined ? "" : `?year=${year}`;
return apiFetch<Statement>(`/billing/customers/${customerId}${q}`);
}
/** Append a new ledger movement. Booked movements are never edited — fix
* mistakes with voidMovement + a fresh capture. */
export function createMovement(
input: CreateMovementInput,
): Promise<Transaction> {
return apiFetch<Transaction>("/billing", {
method: "POST",
body: JSON.stringify(input),
});
}
/** Reverse a movement by marking it voided; totals drop it. 400 if already void. */
export function voidMovement(id: string): Promise<Transaction> {
return apiFetch<Transaction>(`/billing/${id}/void`, { method: "POST" });
}
/** Capture many customers' receipts against one check, in one transaction. The
* returned `items` are positionally parallel to `input.lines`. */
export function createMovementBatch(
input: BatchCreateInput,
): Promise<BatchCreateResponse> {
return apiFetch<BatchCreateResponse>("/billing/batch", {
method: "POST",
body: JSON.stringify(input),
});
}
/** Clear an outstanding (NOPAGO) row: stamps the check number + resolution date
* and starts counting it toward the balance. 400 if not outstanding or voided. */
export function resolveOutstanding(
id: string,
input: ResolveOutstandingInput,
): Promise<Transaction> {
return apiFetch<Transaction>(`/billing/${id}/resolve-outstanding`, {
method: "POST",
body: JSON.stringify(input),
});
}
/** Everything captured against one check, with its reconciliation total. */
export function getByCheck(checkNumber: string): Promise<ByCheckResponse> {
return apiFetch<ByCheckResponse>(
`/billing/by-check?checkNumber=${encodeURIComponent(checkNumber)}`,
);
}
/* ------------------------------------------------- Bank register (chequera) */
/**
* Every read below is scoped to one chequera. `bankAccountId` is required, not
* defaulted to "all accounts": the office's registers are in different
* currencies, and a combined total would be a figure that never existed.
*/
export interface BankQuery {
bankAccountId: string;
query?: string;
page?: number;
pageSize?: number;
direction?: BankDirection;
cleared?: BankCleared;
/** `YYYY-MM-DD`, inclusive on both ends. */
from?: string;
to?: string;
sort?: BankSort;
}
export function listBankMovements(q: BankQuery): Promise<BankListResponse> {
const params = new URLSearchParams({ bankAccountId: q.bankAccountId });
if (q.query) params.set("query", q.query);
if (q.page) params.set("page", String(q.page));
if (q.pageSize) params.set("pageSize", String(q.pageSize));
if (q.direction) params.set("direction", q.direction);
if (q.cleared) params.set("cleared", q.cleared);
if (q.from) params.set("from", q.from);
if (q.to) params.set("to", q.to);
if (q.sort) params.set("sort", q.sort);
return apiFetch<BankListResponse>(`/bank?${params.toString()}`);
}
export function getBankStats(bankAccountId: string): Promise<BankStats> {
return apiFetch<BankStats>(
`/bank/stats?bankAccountId=${encodeURIComponent(bankAccountId)}`,
);
}
export function getBankFacets(bankAccountId: string): Promise<BankFacets> {
return apiFetch<BankFacets>(
`/bank/facets?bankAccountId=${encodeURIComponent(bankAccountId)}`,
);
}
export function getBankSummary(
bankAccountId: string,
year?: number,
): Promise<BankSummary> {
const params = new URLSearchParams({ bankAccountId });
if (year) params.set("year", String(year));
return apiFetch<BankSummary>(`/bank/summary?${params.toString()}`);
}
/* --------------------------------------------- Chequera accounts (catalog) */
/** The account picker's source. Includes closed accounts, which stay readable. */
export function listBankAccounts(): Promise<BankAccount[]> {
return apiFetch<BankAccount[]>("/bank/accounts");
}
export function listBankInstitutions(): Promise<BankInstitution[]> {
return apiFetch<BankInstitution[]>("/bank/banks");
}
export function createBankInstitution(
input: CreateBankInput,
): Promise<BankInstitution> {
return apiFetch<BankInstitution>("/bank/banks", {
method: "POST",
body: JSON.stringify(input),
});
}
export function updateBankInstitution(
id: string,
input: Partial<CreateBankInput>,
): Promise<BankInstitution> {
return apiFetch<BankInstitution>(`/bank/banks/${id}`, {
method: "PATCH",
body: JSON.stringify(input),
});
}
export function createBankAccount(
input: CreateBankAccountInput,
): Promise<unknown> {
return apiFetch("/bank/accounts", {
method: "POST",
body: JSON.stringify(input),
});
}
/** No `currency` — an account's booked movements are denominated in it. */
export function updateBankAccount(
id: string,
input: UpdateBankAccountInput,
): Promise<unknown> {
return apiFetch(`/bank/accounts/${id}`, {
method: "PATCH",
body: JSON.stringify(input),
});
}
/** Append a new chequera movement. Booked rows are never edited — fix mistakes
* with voidBankMovement + a fresh capture. */
export function createBankMovement(
input: CreateBankMovementInput,
): Promise<unknown> {
return apiFetch("/bank", {
method: "POST",
body: JSON.stringify(input),
});
}
/** Reverse a chequera movement by marking it voided; totals drop it. */
export function voidBankMovement(id: string): Promise<unknown> {
return apiFetch(`/bank/${id}/void`, { method: "POST" });
}
/* ------------------------------------------------- Users / administration */
export function listUsers(): Promise<UserRow[]> {
return apiFetch<UserRow[]>("/users");
}
export interface CreateUserInput {
name: string;
email: string;
password: string;
role: Role;
active?: boolean;
}
export function createUser(input: CreateUserInput): Promise<UserRow> {
return apiFetch<UserRow>("/users", {
method: "POST",
body: JSON.stringify(input),
});
}
export interface UpdateUserInput {
name?: string;
email?: string;
role?: Role;
active?: boolean;
}
export function updateUser(id: string, input: UpdateUserInput): Promise<UserRow> {
return apiFetch<UserRow>(`/users/${id}`, {
method: "PATCH",
body: JSON.stringify(input),
});
}
export function resetUserPassword(id: string, password: string): Promise<UserRow> {
return apiFetch<UserRow>(`/users/${id}/reset-password`, {
method: "POST",
body: JSON.stringify({ password }),
});
}
export function deleteUser(id: string): Promise<void> {
return apiFetch<void>(`/users/${id}`, { method: "DELETE" });
}
/* ------------------------------------------- DB operations (admin only) */
export function listIngest(): Promise<IngestFile[]> {
return apiFetch<IngestFile[]>("/ops/ingest");
}
/** Live upload stats reported to `uploadFile`'s `onProgress` callback. */
export type UploadProgress = {
loaded: number;
/** 0 when the browser can't compute the request size. */
total: number;
/** 0..1, or null when `total` is unknown. */
fraction: number | null;
/** Smoothed transfer rate. */
bytesPerSecond: number;
/** null until a rate and a total are both known. */
secondsRemaining: number | null;
/** True once the bytes are sent and we're waiting on the server's reply. */
finishing: boolean;
};
/**
* Multipart upload — not JSON, so it bypasses apiFetch's Content-Type. `path`
* is API-relative (may include a query string); `filename` overrides the part
* name sent to the server. Uses XHR rather than fetch because fetch has no way
* to report request-body progress.
*/
export function uploadFile(
path: string,
file: File,
filename?: string,
onProgress?: (p: UploadProgress) => void,
): Promise<unknown> {
const body = new FormData();
body.append("file", file, filename ?? file.name);
return new Promise((resolve, reject) => {
const xhr = new XMLHttpRequest();
xhr.open("POST", `${API_ORIGIN}${path}`);
xhr.withCredentials = true;
if (onProgress) {
// Exponentially smoothed rate — raw per-chunk deltas jump around too
// much to read.
let lastAt = performance.now();
let lastLoaded = 0;
let rate = 0;
xhr.upload.onprogress = (e) => {
const now = performance.now();
const dt = (now - lastAt) / 1000;
if (dt >= 0.15) {
const sample = (e.loaded - lastLoaded) / dt;
rate = rate === 0 ? sample : rate * 0.7 + sample * 0.3;
lastAt = now;
lastLoaded = e.loaded;
}
const total = e.lengthComputable ? e.total : 0;
onProgress({
loaded: e.loaded,
total,
fraction: total ? e.loaded / total : null,
bytesPerSecond: rate,
secondsRemaining:
total && rate > 0 ? (total - e.loaded) / rate : null,
finishing: false,
});
};
// Bytes are out the door; the server still has to write the file.
xhr.upload.onload = () => {
onProgress({
loaded: file.size,
total: file.size,
fraction: 1,
bytesPerSecond: rate,
secondsRemaining: 0,
finishing: true,
});
};
}
xhr.onload = () => {
let parsed: unknown;
try {
parsed = xhr.responseText ? JSON.parse(xhr.responseText) : undefined;
} catch {
parsed = undefined;
}
if (xhr.status >= 200 && xhr.status < 300) {
resolve(parsed);
return;
}
const message =
(parsed as { message?: string } | undefined)?.message ??
`Error ${xhr.status}`;
reject(new ApiError(xhr.status, message));
};
xhr.onerror = () =>
reject(new ApiError(0, "Fallo de red durante la carga."));
xhr.onabort = () => reject(new ApiError(0, "Carga cancelada."));
xhr.ontimeout = () => reject(new ApiError(0, "Tiempo de carga agotado."));
xhr.send(body);
});
}
export function uploadIngest(
name: string,
file: File,
onProgress?: (p: UploadProgress) => void,
): Promise<unknown> {
return uploadFile(
`/ops/ingest/${encodeURIComponent(name)}`,
file,
name,
onProgress,
);
}
export function deleteIngest(name: string): Promise<unknown> {
return apiFetch(`/ops/ingest/${encodeURIComponent(name)}`, { method: "DELETE" });
}
export function listBackups(): Promise<BackupFile[]> {
return apiFetch<BackupFile[]>("/ops/backups");
}
export function backupDownloadUrl(name: string): string {
return `${API_ORIGIN}/ops/backups/${encodeURIComponent(name)}/download`;
}
export function deleteBackup(name: string): Promise<unknown> {
return apiFetch(`/ops/backups/${encodeURIComponent(name)}`, { method: "DELETE" });
}
/**
* Health of the read replica my.jorgecuadros.com serves customers from.
*
* A stopped replica does not error — it answers with stale balances — so this
* is the only place the failure is visible.
*/
export function getReplicationStatus(): Promise<ReplicationStatus> {
return apiFetch<ReplicationStatus>("/ops/replication");
}
/**
* Compare every customer-visible table against the master, row by row.
*
* Slow by nature — it is a full scan of both servers — so it is a button, not
* part of the poll. Answers the question replication status cannot: GTIDs prove
* the replica applied everything the master sent, not that nothing else changed
* the rows here.
*/
export function verifyReplication(): Promise<VerifyResult> {
return apiFetch<VerifyResult>("/ops/replication/verify", { method: "POST" });
}
export function listOpsJobs(): Promise<OpsJob[]> {
return apiFetch<OpsJob[]>("/ops/jobs");
}
export function getOpsJob(id: string): Promise<OpsJob> {
return apiFetch<OpsJob>(`/ops/jobs/${id}`);
}
/** Start a mutating op. `file` is required for RESTORE. 409 if one is running. */
/** `forceFull` applies to REIMPORT only: proceed even though the rebuild
* deletes rows that exist only in the platform. */
export function startOpsJob(
kind: OpsJobKind,
file?: string,
forceFull?: boolean,
): Promise<OpsJob> {
return apiFetch<OpsJob>("/ops/jobs", {
method: "POST",
body: JSON.stringify({ kind, file, forceFull }),
});
}
/* ----------------------------------------------------------- Reports module */
export function getReportCatalog(): Promise<ReportCatalog> {
return apiFetch<ReportCatalog>("/reports");
}
export function runReport(
slug: string,
params: Record<string, string | undefined>,
): Promise<ReportRunResult> {
const qs = new URLSearchParams();
for (const [k, v] of Object.entries(params)) {
if (v != null && v !== "") qs.set(k, v);
}
const tail = qs.toString();
return apiFetch<ReportRunResult>(`/reports/${slug}${tail ? `?${tail}` : ""}`);
}
/* ------------------------------------------------- Mass email notifications */
export type NotificationType =
| "OUTSTANDING_PAYMENT"
| "PAYMENT_CONFIRMATION"
| "ACCOUNT_STATUS"
| "TRUST_PAYMENT_CONFIRMATION"
| "RENEWAL_NOTICE";
export type NotificationServicio = "CUSTOMERS" | "TRUST" | "POLICIES";
/** Which servicios each /notificaciones tab reads out of the shared log. */
export const SERVICIOS_LOG_SCOPE: NotificationServicio[] = ["CUSTOMERS", "TRUST"];
export const POLIZAS_LOG_SCOPE: NotificationServicio[] = ["POLICIES"];
export type NotificationStatus =
| "SENT"
| "FAILED"
| "SKIPPED_NO_EMAIL"
| "SKIPPED_GATE";
export interface NotificationLogRow {
id: string;
sendDate: string;
notificationType: NotificationType;
level: number | null;
servicio: NotificationServicio;
customerId: string | null;
customerName: string;
customerEmail: string;
subject: string;
debug: boolean;
status: NotificationStatus;
providerMessageId: string | null;
error: string | null;
}
export interface NotificationLogPage {
items: NotificationLogRow[];
total: number;
page: number;
pageSize: number;
pageCount: number;
}
export interface NotificationStats {
byType: { notificationType: NotificationType; status: NotificationStatus; _count: { _all: number } }[];
byStatus: { status: NotificationStatus; _count: { _all: number } }[];
byServicio: { servicio: NotificationServicio; status: NotificationStatus; _count: { _all: number } }[];
lastRun: { sendDate: string; notificationType: NotificationType } | null;
transport: { available: boolean; devFallback: boolean };
}
export type NotificationFlags = {
debug?: boolean;
ignoreDayRestriction?: boolean;
useEmailLimit?: boolean;
};
/** Job 1 (Outstanding) response — legacy `result` field. */
export interface OutstandingResponse {
result: "success";
notificationType: "sendPaymentConfirmation";
reason: string;
statusCode: 200;
sent: number;
skipped: number;
failed: number;
debug: boolean;
type: "OUTSTANDING_PAYMENT";
}
/** Job 2 (Payment Confirmation) response. */
export interface PaymentConfirmResponse {
request: "success";
notificationType: "sendPaymentConfirmation";
confirmationSent: string;
statusCode: 200;
sent: number;
skipped: number;
failed: number;
debug: boolean;
type: "PAYMENT_CONFIRMATION";
}
/** Job 3 (Account Status) response. */
export interface AccountStatusResponse {
request: "success";
notificationType: "sendAccountStatus";
statusSent: string;
statusReport: string;
statusCode: 200;
red: number;
yellow: number;
total: number;
sent: number;
skipped: number;
failed: number;
debug: boolean;
type: "ACCOUNT_STATUS";
}
/** Job 4 (Trust Confirmation) response. */
export interface TrustConfirmResponse {
request: "success";
notificationType: "sendTrustPaymentConfirmation";
confirmationSent: string;
statusCode: 200;
sent: number;
skipped: number;
failed: number;
debug: boolean;
type: "TRUST_PAYMENT_CONFIRMATION";
}
export type NotificationJobResponse =
| OutstandingResponse
| PaymentConfirmResponse
| AccountStatusResponse
| TrustConfirmResponse;
export function runOutstandingPayments(
flags: NotificationFlags = {},
): Promise<OutstandingResponse> {
return apiFetch<OutstandingResponse>("/notifications/outstanding-payments", {
method: "POST",
body: JSON.stringify(flags),
});
}
export function runPaymentConfirmation(
flags: NotificationFlags = {},
): Promise<PaymentConfirmResponse> {
return apiFetch<PaymentConfirmResponse>("/notifications/payment-confirmation", {
method: "POST",
body: JSON.stringify(flags),
});
}
export function runAccountStatus(
flags: NotificationFlags = {},
): Promise<AccountStatusResponse> {
return apiFetch<AccountStatusResponse>("/notifications/account-status", {
method: "POST",
body: JSON.stringify(flags),
});
}
export function runTrustConfirmation(
flags: NotificationFlags = {},
): Promise<TrustConfirmResponse> {
return apiFetch<TrustConfirmResponse>("/notifications/trust-payment-confirmation", {
method: "POST",
body: JSON.stringify(flags),
});
}
export type NotificationJobKind = "outstanding" | "payment" | "account" | "trust";
export interface NotificationRunAllJobResult {
kind: NotificationJobKind;
ok: boolean;
result?: NotificationJobResponse;
error?: string;
}
/** Aggregate response of the "Ejecutar todos" sweep. */
export interface NotificationRunAllResponse {
request: "success";
notificationType: "runAllNotifications";
statusCode: 200;
debug: boolean;
sent: number;
skipped: number;
failed: number;
errors: number;
jobs: NotificationRunAllJobResult[];
type: "RUN_ALL";
}
export function runAllNotifications(
flags: NotificationFlags = {},
): Promise<NotificationRunAllResponse> {
return apiFetch<NotificationRunAllResponse>("/notifications/run-all", {
method: "POST",
body: JSON.stringify(flags),
});
}
export interface NotificationLogQuery {
page?: number;
pageSize?: number;
type?: NotificationType;
/** One or more servicios; omitted = the whole log. */
servicio?: NotificationServicio[];
status?: NotificationStatus;
view?: "sent" | "failed" | "skipped" | "all";
}
export function listNotificationLog(
q: NotificationLogQuery = {},
): Promise<NotificationLogPage> {
const qs = new URLSearchParams();
if (q.page) qs.set("page", String(q.page));
if (q.pageSize) qs.set("pageSize", String(q.pageSize));
if (q.type) qs.set("type", q.type);
if (q.servicio?.length) qs.set("servicio", q.servicio.join(","));
if (q.status) qs.set("status", q.status);
if (q.view) qs.set("view", q.view);
const tail = qs.toString();
return apiFetch<NotificationLogPage>(`/notifications/log${tail ? `?${tail}` : ""}`);
}
/** Where a setting's current value came from — shown so an operator can tell
* "nobody has set this, you are seeing the deploy's value" from "somebody
* set this on purpose". */
export type SettingSource = "db" | "env" | "default";
export interface NotificationAdminEmails {
value: string[];
source: SettingSource;
updatedAt: string | null;
updatedById: string | null;
}
export function getNotificationAdminEmails(): Promise<NotificationAdminEmails> {
return apiFetch<NotificationAdminEmails>("/notifications/settings/admin-emails");
}
export function setNotificationAdminEmails(
emails: string[],
): Promise<NotificationAdminEmails> {
return apiFetch<NotificationAdminEmails>("/notifications/settings/admin-emails", {
method: "PUT",
body: JSON.stringify({ emails }),
});
}
/* ----------------------------------------------------- envío scheduling */
/** The two automatic envíos, one per /notificaciones tab. */
export type ScheduleKind = "servicios" | "polizas";
export interface NotificationSchedule {
enabled: boolean;
/** Local hour/minute in America/Tijuana. */
hour: number;
minute: number;
/** 0 = domingo … 6 = sábado. Vacío = todos los días. */
weekdays: number[];
}
export interface ResolvedSchedule {
value: NotificationSchedule;
source: SettingSource;
updatedAt: string | null;
updatedById: string | null;
/** Expression the value compiles to, shown verbatim in the UI. */
cron: string;
nextRun: string | null;
}
export type NotificationSchedules = Record<ScheduleKind, ResolvedSchedule>;
export function getNotificationSchedules(): Promise<NotificationSchedules> {
return apiFetch<NotificationSchedules>("/notifications/settings/schedule");
}
export function setNotificationSchedule(
kind: ScheduleKind,
schedule: NotificationSchedule,
): Promise<ResolvedSchedule> {
return apiFetch<ResolvedSchedule>(`/notifications/settings/schedule/${kind}`, {
method: "PUT",
body: JSON.stringify(schedule),
});
}
export function getNotificationStats(
servicio?: NotificationServicio[],
): Promise<NotificationStats> {
const tail = servicio?.length
? `?servicio=${encodeURIComponent(servicio.join(","))}`
: "";
return apiFetch<NotificationStats>(`/notifications/stats${tail}`);
}
/** Build a download URL for a report's file output. The session cookie
* travels with the browser's same-origin navigation, so a plain `href`
* is enough — no fetch-with-credentials dance. */
export function reportDownloadUrl(
slug: string,
format: "csv" | "xlsx" | "pdf" | "print",
params: Record<string, string | undefined>,
): string {
const qs = new URLSearchParams();
for (const [k, v] of Object.entries(params)) {
if (v != null && v !== "") qs.set(k, v);
}
const tail = qs.toString();
return `${API_ORIGIN}/reports/${slug}/${format}${tail ? `?${tail}` : ""}`;
}
/* ------------------------------------- Statement OCR intake (recibos) */
/**
* Whether this deployment can ingest scans — automatic capture is hidden
* without it. OCR reads the page, object storage keeps it; both are required.
*/
export function getStatementStatus(): Promise<{
ocrAvailable: boolean;
storageAvailable: boolean;
}> {
return apiFetch("/statements/status");
}
export function listStatementBatches(
page = 1,
pageSize = 25,
): Promise<{
items: StatementBatch[];
total: number;
page: number;
pageSize: number;
pageCount: number;
}> {
return apiFetch(`/statements/batches?page=${page}&pageSize=${pageSize}`);
}
export function getStatementBatch(id: string): Promise<StatementBatchDetail> {
return apiFetch(`/statements/batches/${id}`);
}
export function listStatementDocuments(
batchId: string,
status?: StatementDocumentStatus,
): Promise<StatementDocument[]> {
const q = status ? `?status=${status}` : "";
return apiFetch(`/statements/batches/${batchId}/documents${q}`);
}
/** Multi-file upload — one batch is usually several multi-page scans. */
export async function uploadStatementBatch(
files: File[],
serviceKind: ServiceKind,
label?: string,
): Promise<StatementBatch> {
const body = new FormData();
for (const f of files) body.append("files", f, f.name);
const qs = new URLSearchParams({ serviceKind });
if (label) qs.set("label", label);
const res = await fetch(`${API_ORIGIN}/statements/batches?${qs}`, {
method: "POST",
credentials: "include",
body,
});
if (!res.ok) {
let message = `Error ${res.status}`;
try {
const b = await res.json();
if (b?.message) message = b.message;
} catch {
/* non-JSON error body */
}
throw new Error(message);
}
return res.json();
}
export function reviewStatementDocument(
id: string,
input: ReviewDocumentInput,
): Promise<StatementDocument> {
return apiFetch(`/statements/documents/${id}`, {
method: "PATCH",
body: JSON.stringify(input),
});
}
export function rejectStatementDocument(id: string): Promise<StatementDocument> {
return apiFetch(`/statements/documents/${id}/reject`, { method: "POST" });
}
export function confirmStatementBatch(
batchId: string,
input: ConfirmBatchInput,
): Promise<ConfirmBatchResult> {
return apiFetch(`/statements/batches/${batchId}/confirm`, {
method: "POST",
body: JSON.stringify(input),
});
}
/** Abandon a batch pending review; rejects every page that is not posted. */
export function discardStatementBatch(batchId: string): Promise<DiscardBatchResult> {
return apiFetch(`/statements/batches/${batchId}/discard`, { method: "POST" });
}
/** The rendered page image. A plain <img src> — the cookie rides along. */
export function statementPageUrl(documentId: string): string {
return `${API_ORIGIN}/statements/documents/${documentId}/page`;
}
/* ----------------------------------------------- Policy OCR (GMX / ANA) */
export function getPolicyOcrStatus(): Promise<{
ocrAvailable: boolean;
storageAvailable: boolean;
}> {
return apiFetch("/policy-ocr/status");
}
export function listPolicyOcrBatches(
page = 1,
pageSize = 25,
): Promise<{
items: PolicyOcrBatch[];
total: number;
page: number;
pageSize: number;
pageCount: number;
}> {
return apiFetch(`/policy-ocr/batches?page=${page}&pageSize=${pageSize}`);
}
export function getPolicyOcrBatch(id: string): Promise<PolicyOcrBatchDetail> {
return apiFetch(`/policy-ocr/batches/${id}`);
}
export function listPolicyOcrDocuments(batchId: string): Promise<PolicyOcrDocument[]> {
return apiFetch(`/policy-ocr/batches/${batchId}/documents`);
}
export async function uploadPolicyOcrBatch(
files: File[],
label?: string,
): Promise<PolicyOcrBatch> {
const body = new FormData();
for (const f of files) body.append("files", f, f.name);
const qs = new URLSearchParams();
if (label) qs.set("label", label);
const res = await fetch(
`${API_ORIGIN}/policy-ocr/batches${qs.toString() ? `?${qs}` : ""}`,
{
method: "POST",
credentials: "include",
body,
},
);
if (!res.ok) {
let message = `Error ${res.status}`;
try {
const b = await res.json();
if (b?.message) message = b.message;
} catch {
/* non-JSON error body */
}
throw new Error(message);
}
return res.json();
}
export function reviewPolicyOcrDocument(
id: string,
input: PolicyOcrReviewInput,
): Promise<PolicyOcrDocument> {
return apiFetch(`/policy-ocr/documents/${id}`, {
method: "PATCH",
body: JSON.stringify(input),
});
}
export function rejectPolicyOcrDocument(id: string): Promise<PolicyOcrDocument> {
return apiFetch(`/policy-ocr/documents/${id}/reject`, { method: "POST" });
}
export function confirmPolicyOcrBatch(
batchId: string,
input: PolicyOcrConfirmInput,
): Promise<PolicyOcrConfirmResult> {
return apiFetch(`/policy-ocr/batches/${batchId}/confirm`, {
method: "POST",
body: JSON.stringify(input),
});
}
/** Abandon a batch pending review; rejects every page that is not applied. */
export function discardPolicyOcrBatch(batchId: string): Promise<DiscardBatchResult> {
return apiFetch(`/policy-ocr/batches/${batchId}/discard`, { method: "POST" });
}
/**
* URL for the source PDF of a parsed policy document. The endpoint returns
* the original upload (one PDF = one parsed policy), not a rendered page
* image, so the review screen embeds it in an iframe.
*/
export function policyOcrDocumentUrl(documentId: string): string {
return `${API_ORIGIN}/policy-ocr/documents/${documentId}/page`;
}