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feat: bulk XML upload, period selector, and session persistence

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- Add bulk XML CFDI upload support (up to 300MB)
- Add period selector component for month/year navigation
- Fix session persistence on page refresh (Zustand hydration)
- Fix income/expense classification based on tenant RFC
- Fix IVA calculation from XML (correct Impuestos element)
- Add error handling to reportes page
- Support multiple CORS origins
- Update reportes service with proper Decimal/BigInt handling
- Add RFC to tenant view store for proper CFDI classification
- Update README with changelog and new features

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Consultoria AS
2026-01-22 06:51:53 +00:00
parent 0c10c887d2
commit c3ce7199af
37 changed files with 1680 additions and 216 deletions
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89
apps/api/src/services/reportes.service.ts
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@@ -1,48 +1,61 @@
import { prisma } from '../config/database.js';
import type { EstadoResultados, FlujoEfectivo, ComparativoPeriodos, ConcentradoRfc } from '@horux/shared';
// Helper to convert Prisma Decimal/BigInt to number
function toNumber(value: unknown): number {
if (value === null || value === undefined) return 0;
if (typeof value === 'number') return value;
if (typeof value === 'bigint') return Number(value);
if (typeof value === 'string') return parseFloat(value) || 0;
if (typeof value === 'object' && value !== null && 'toNumber' in value) {
return (value as { toNumber: () => number }).toNumber();
}
return Number(value) || 0;
}
export async function getEstadoResultados(
schema: string,
fechaInicio: string,
fechaFin: string
): Promise<EstadoResultados> {
const ingresos = await prisma.$queryRawUnsafe<{ rfc: string; nombre: string; total: number }[]>(`
const ingresos = await prisma.$queryRawUnsafe<{ rfc: string; nombre: string; total: unknown }[]>(`
SELECT rfc_receptor as rfc, nombre_receptor as nombre, SUM(subtotal) as total
FROM "${schema}".cfdis
WHERE tipo = 'ingreso' AND estado = 'vigente'
AND fecha_emision BETWEEN $1 AND $2
AND fecha_emision BETWEEN $1::date AND $2::date
GROUP BY rfc_receptor, nombre_receptor
ORDER BY total DESC LIMIT 10
`, fechaInicio, fechaFin);
const egresos = await prisma.$queryRawUnsafe<{ rfc: string; nombre: string; total: number }[]>(`
const egresos = await prisma.$queryRawUnsafe<{ rfc: string; nombre: string; total: unknown }[]>(`
SELECT rfc_emisor as rfc, nombre_emisor as nombre, SUM(subtotal) as total
FROM "${schema}".cfdis
WHERE tipo = 'egreso' AND estado = 'vigente'
AND fecha_emision BETWEEN $1 AND $2
AND fecha_emision BETWEEN $1::date AND $2::date
GROUP BY rfc_emisor, nombre_emisor
ORDER BY total DESC LIMIT 10
`, fechaInicio, fechaFin);
const [totales] = await prisma.$queryRawUnsafe<[{ ingresos: number; egresos: number; iva: number }]>(`
const totalesResult = await prisma.$queryRawUnsafe<{ ingresos: unknown; egresos: unknown; iva: unknown }[]>(`
SELECT
COALESCE(SUM(CASE WHEN tipo = 'ingreso' THEN subtotal ELSE 0 END), 0) as ingresos,
COALESCE(SUM(CASE WHEN tipo = 'egreso' THEN subtotal ELSE 0 END), 0) as egresos,
COALESCE(SUM(CASE WHEN tipo = 'ingreso' THEN iva ELSE 0 END), 0) -
COALESCE(SUM(CASE WHEN tipo = 'egreso' THEN iva ELSE 0 END), 0) as iva
FROM "${schema}".cfdis
WHERE estado = 'vigente' AND fecha_emision BETWEEN $1 AND $2
WHERE estado = 'vigente' AND fecha_emision BETWEEN $1::date AND $2::date
`, fechaInicio, fechaFin);
const totalIngresos = Number(totales?.ingresos || 0);
const totalEgresos = Number(totales?.egresos || 0);
const totales = totalesResult[0];
const totalIngresos = toNumber(totales?.ingresos);
const totalEgresos = toNumber(totales?.egresos);
const utilidadBruta = totalIngresos - totalEgresos;
const impuestos = Number(totales?.iva || 0);
const impuestos = toNumber(totales?.iva);
return {
periodo: { inicio: fechaInicio, fin: fechaFin },
ingresos: ingresos.map(i => ({ concepto: i.nombre, monto: Number(i.total) })),
egresos: egresos.map(e => ({ concepto: e.nombre, monto: Number(e.total) })),
ingresos: ingresos.map(i => ({ concepto: i.nombre, monto: toNumber(i.total) })),
egresos: egresos.map(e => ({ concepto: e.nombre, monto: toNumber(e.total) })),
totalIngresos,
totalEgresos,
utilidadBruta,
@@ -56,32 +69,32 @@ export async function getFlujoEfectivo(
fechaInicio: string,
fechaFin: string
): Promise<FlujoEfectivo> {
const entradas = await prisma.$queryRawUnsafe<{ mes: string; total: number }[]>(`
const entradas = await prisma.$queryRawUnsafe<{ mes: string; total: unknown }[]>(`
SELECT TO_CHAR(fecha_emision, 'YYYY-MM') as mes, SUM(total) as total
FROM "${schema}".cfdis
WHERE tipo = 'ingreso' AND estado = 'vigente'
AND fecha_emision BETWEEN $1 AND $2
AND fecha_emision BETWEEN $1::date AND $2::date
GROUP BY TO_CHAR(fecha_emision, 'YYYY-MM')
ORDER BY mes
`, fechaInicio, fechaFin);
const salidas = await prisma.$queryRawUnsafe<{ mes: string; total: number }[]>(`
const salidas = await prisma.$queryRawUnsafe<{ mes: string; total: unknown }[]>(`
SELECT TO_CHAR(fecha_emision, 'YYYY-MM') as mes, SUM(total) as total
FROM "${schema}".cfdis
WHERE tipo = 'egreso' AND estado = 'vigente'
AND fecha_emision BETWEEN $1 AND $2
AND fecha_emision BETWEEN $1::date AND $2::date
GROUP BY TO_CHAR(fecha_emision, 'YYYY-MM')
ORDER BY mes
`, fechaInicio, fechaFin);
const totalEntradas = entradas.reduce((sum, e) => sum + Number(e.total), 0);
const totalSalidas = salidas.reduce((sum, s) => sum + Number(s.total), 0);
const totalEntradas = entradas.reduce((sum, e) => sum + toNumber(e.total), 0);
const totalSalidas = salidas.reduce((sum, s) => sum + toNumber(s.total), 0);
return {
periodo: { inicio: fechaInicio, fin: fechaFin },
saldoInicial: 0,
entradas: entradas.map(e => ({ concepto: e.mes, monto: Number(e.total) })),
salidas: salidas.map(s => ({ concepto: s.mes, monto: Number(s.total) })),
entradas: entradas.map(e => ({ concepto: e.mes, monto: toNumber(e.total) })),
salidas: salidas.map(s => ({ concepto: s.mes, monto: toNumber(s.total) })),
totalEntradas,
totalSalidas,
flujoNeto: totalEntradas - totalSalidas,
@@ -93,7 +106,7 @@ export async function getComparativo(
schema: string,
año: number
): Promise<ComparativoPeriodos> {
const actual = await prisma.$queryRawUnsafe<{ mes: number; ingresos: number; egresos: number }[]>(`
const actual = await prisma.$queryRawUnsafe<{ mes: number; ingresos: unknown; egresos: unknown }[]>(`
SELECT EXTRACT(MONTH FROM fecha_emision)::int as mes,
COALESCE(SUM(CASE WHEN tipo = 'ingreso' THEN total ELSE 0 END), 0) as ingresos,
COALESCE(SUM(CASE WHEN tipo = 'egreso' THEN total ELSE 0 END), 0) as egresos
@@ -102,7 +115,7 @@ export async function getComparativo(
GROUP BY mes ORDER BY mes
`, año);
const anterior = await prisma.$queryRawUnsafe<{ mes: number; ingresos: number; egresos: number }[]>(`
const anterior = await prisma.$queryRawUnsafe<{ mes: number; ingresos: unknown; egresos: unknown }[]>(`
SELECT EXTRACT(MONTH FROM fecha_emision)::int as mes,
COALESCE(SUM(CASE WHEN tipo = 'ingreso' THEN total ELSE 0 END), 0) as ingresos,
COALESCE(SUM(CASE WHEN tipo = 'egreso' THEN total ELSE 0 END), 0) as egresos
@@ -112,14 +125,14 @@ export async function getComparativo(
`, año - 1);
const meses = ['Ene', 'Feb', 'Mar', 'Abr', 'May', 'Jun', 'Jul', 'Ago', 'Sep', 'Oct', 'Nov', 'Dic'];
const ingresos = meses.map((_, i) => Number(actual.find(a => a.mes === i + 1)?.ingresos || 0));
const egresos = meses.map((_, i) => Number(actual.find(a => a.mes === i + 1)?.egresos || 0));
const ingresos = meses.map((_, i) => toNumber(actual.find(a => a.mes === i + 1)?.ingresos));
const egresos = meses.map((_, i) => toNumber(actual.find(a => a.mes === i + 1)?.egresos));
const utilidad = ingresos.map((ing, i) => ing - egresos[i]);
const totalActualIng = ingresos.reduce((a, b) => a + b, 0);
const totalAnteriorIng = anterior.reduce((a, b) => a + Number(b.ingresos), 0);
const totalAnteriorIng = anterior.reduce((a, b) => a + toNumber(b.ingresos), 0);
const totalActualEgr = egresos.reduce((a, b) => a + b, 0);
const totalAnteriorEgr = anterior.reduce((a, b) => a + Number(b.egresos), 0);
const totalAnteriorEgr = anterior.reduce((a, b) => a + toNumber(b.egresos), 0);
return {
periodos: meses,
@@ -139,7 +152,7 @@ export async function getConcentradoRfc(
tipo: 'cliente' | 'proveedor'
): Promise<ConcentradoRfc[]> {
if (tipo === 'cliente') {
const data = await prisma.$queryRawUnsafe<ConcentradoRfc[]>(`
const data = await prisma.$queryRawUnsafe<{ rfc: string; nombre: string; tipo: string; totalFacturado: unknown; totalIva: unknown; cantidadCfdis: number }[]>(`
SELECT rfc_receptor as rfc, nombre_receptor as nombre,
'cliente' as tipo,
SUM(total) as "totalFacturado",
@@ -147,13 +160,20 @@ export async function getConcentradoRfc(
COUNT(*)::int as "cantidadCfdis"
FROM "${schema}".cfdis
WHERE tipo = 'ingreso' AND estado = 'vigente'
AND fecha_emision BETWEEN $1 AND $2
AND fecha_emision BETWEEN $1::date AND $2::date
GROUP BY rfc_receptor, nombre_receptor
ORDER BY "totalFacturado" DESC
`, fechaInicio, fechaFin);
return data.map(d => ({ ...d, totalFacturado: Number(d.totalFacturado), totalIva: Number(d.totalIva) }));
return data.map(d => ({
rfc: d.rfc,
nombre: d.nombre,
tipo: 'cliente' as const,
totalFacturado: toNumber(d.totalFacturado),
totalIva: toNumber(d.totalIva),
cantidadCfdis: d.cantidadCfdis
}));
} else {
const data = await prisma.$queryRawUnsafe<ConcentradoRfc[]>(`
const data = await prisma.$queryRawUnsafe<{ rfc: string; nombre: string; tipo: string; totalFacturado: unknown; totalIva: unknown; cantidadCfdis: number }[]>(`
SELECT rfc_emisor as rfc, nombre_emisor as nombre,
'proveedor' as tipo,
SUM(total) as "totalFacturado",
@@ -161,10 +181,17 @@ export async function getConcentradoRfc(
COUNT(*)::int as "cantidadCfdis"
FROM "${schema}".cfdis
WHERE tipo = 'egreso' AND estado = 'vigente'
AND fecha_emision BETWEEN $1 AND $2
AND fecha_emision BETWEEN $1::date AND $2::date
GROUP BY rfc_emisor, nombre_emisor
ORDER BY "totalFacturado" DESC
`, fechaInicio, fechaFin);
return data.map(d => ({ ...d, totalFacturado: Number(d.totalFacturado), totalIva: Number(d.totalIva) }));
return data.map(d => ({
rfc: d.rfc,
nombre: d.nombre,
tipo: 'proveedor' as const,
totalFacturado: toNumber(d.totalFacturado),
totalIva: toNumber(d.totalIva),
cantidadCfdis: d.cantidadCfdis
}));
}
}