reporte concentrado estilo legacy: tabla detalle ventas x metodo x moneda + legacy_id en cita/venta + metodo saldo_favor + fix moneda USD en pagos del POS

This commit is contained in:
2026-10-10 09:24:57 +00:00
parent 85df17545f
commit 2523635716
11 changed files with 548 additions and 134 deletions

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@@ -1,94 +1,225 @@
import type { FC } from 'react';
import { useEffect, useState, useCallback } from 'react';
import { LayoutGrid } from 'lucide-react';
import { Card, Input, Badge, Skeleton, toast } from '../ui';
import type { FC, ReactNode } from 'react';
import { useEffect, useMemo, useRef, useState, useCallback } from 'react';
import { Printer, Search, Stethoscope, Tag, ClipboardList } from 'lucide-react';
import { Card, Button, EmptyState, Skeleton, toast } from '../ui';
import { ExportButton } from '../ui/ExportButton';
import { exportToExcel } from '../../lib/exporter';
import { odooApi, type ConcentradoReport as ConcentradoData } from '../../services/odoo';
import type { BadgeVariant } from '../ui/Badge';
import { odooApi, type ConcentradoDetalleReport, type Doctor, type Service } from '../../services/odoo';
import { useReportRange } from '../../lib/reportRange';
import { cn } from '../../lib/utils';
const formatCurrency = (value: number) =>
new Intl.NumberFormat('es-MX', { style: 'currency', currency: 'MXN', maximumFractionDigits: 0 }).format(value);
new Intl.NumberFormat('es-MX', { style: 'currency', currency: 'MXN', minimumFractionDigits: 2 }).format(value);
const citaStateLabels: Record<string, string> = {
pending: 'Pendiente', confirmed: 'Confirmada', arrived: 'Llegó',
in_progress: 'En curso', done: 'Completada', cancelled: 'Cancelada', no_show: 'No show',
};
const visitaStateLabels: Record<string, string> = {
en_curso: 'En curso', completada: 'Completada', cancelada: 'Cancelada',
};
const metodoLabels: Record<string, string> = {
cash: 'Efectivo', card: 'Tarjeta', transfer: 'Transferencia',
stripe: 'Stripe', mercadopago: 'MercadoPago',
};
const stateBadge = (state: string): BadgeVariant =>
state === 'done' || state === 'completada' ? 'success'
: state === 'cancelled' || state === 'no_show' || state === 'cancelada' ? 'danger'
: state === 'pending' || state === 'en_curso' ? 'warning' : 'info';
const fmtMoney = (v: number) =>
`$${(v || 0).toLocaleString('es-MX', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
// Desglose legacy: 5 métodos de pago x 2 monedas
const METODOS = [
{ key: 'efectivo', label: 'Efectivo' },
{ key: 'tarjeta', label: 'Tarjeta' },
{ key: 'transferencia', label: 'Transferencia' },
{ key: 'saldo_favor', label: 'Saldo a favor' },
{ key: 'monedero', label: 'Monedero' },
] as const;
const Kpi: FC<{ label: string; value: React.ReactNode; rose?: boolean }> = ({ label, value, rose }) => (
<Card className="p-4 bg-theme-bg border-0">
<p className="text-xs text-theme-muted">{label}</p>
<p className={`text-xl font-heading font-semibold ${rose ? 'text-rose-600' : 'text-theme-heading'}`}>{value}</p>
</Card>
);
const MONEY_COLUMNS = METODOS.flatMap((m) => [
{ key: `${m.key}_usd`, header: `${m.label} USD` },
{ key: `${m.key}_mxn`, header: `${m.label} M.N.` },
]);
const CATEGORIAS = [
{ value: 'consulta', label: 'Consulta' },
{ value: 'tratamiento', label: 'Tratamiento' },
{ value: 'procedimiento', label: 'Procedimiento' },
{ value: 'paquete', label: 'Paquete' },
];
// ---------------------------------------------------------------
// Multiselect compacto (mismo lenguaje visual que los Select):
// botón con el conteo + panel con buscador y checkboxes.
// ---------------------------------------------------------------
interface MultiSelectProps {
label: string;
icon?: ReactNode;
options: { value: string; label: string }[];
selected: string[];
onChange: (values: string[]) => void;
searchable?: boolean;
}
const MultiSelect: FC<MultiSelectProps> = ({ label, icon, options, selected, onChange, searchable }) => {
const [open, setOpen] = useState(false);
const [query, setQuery] = useState('');
const ref = useRef<HTMLDivElement>(null);
useEffect(() => {
if (!open) return;
const onClick = (e: MouseEvent) => {
if (ref.current && !ref.current.contains(e.target as Node)) setOpen(false);
};
document.addEventListener('mousedown', onClick);
return () => document.removeEventListener('mousedown', onClick);
}, [open]);
const visibles = query
? options.filter((o) => o.label.toLowerCase().includes(query.toLowerCase()))
: options;
const toggle = (value: string) => {
onChange(selected.includes(value) ? selected.filter((v) => v !== value) : [...selected, value]);
};
return (
<div ref={ref} className="relative">
<button
type="button"
onClick={() => setOpen((o) => !o)}
className={cn(
'w-full rounded-xl border bg-theme-surface px-3 py-2 text-left text-sm transition appearance-none',
'focus:outline-none focus:ring-2 focus:ring-theme-accent/30 focus:border-theme-accent',
selected.length > 0 ? 'border-theme-accent text-theme-heading' : 'border-theme-border-strong text-theme-heading'
)}
>
<span className="flex items-center gap-1.5">
{icon}
<span className="truncate">
{label}
{selected.length > 0 && <span className="text-theme-muted"> ({selected.length})</span>}
</span>
</span>
</button>
{open && (
<div className="absolute z-30 mt-1 w-64 max-w-[80vw] rounded-xl border border-theme-border bg-theme-surface shadow-lg p-2">
{searchable && (
<div className="relative mb-1.5">
<Search size={13} className="absolute left-2.5 top-1/2 -translate-y-1/2 text-theme-muted" />
<input
autoFocus
value={query}
onChange={(e) => setQuery(e.target.value)}
placeholder="Buscar..."
className="w-full rounded-lg border border-theme-border-strong bg-theme-bg pl-7 pr-2 py-1.5 text-xs text-theme-heading focus:outline-none focus:border-theme-accent"
/>
</div>
)}
<div className="max-h-56 overflow-auto">
{visibles.length === 0 && <p className="px-2 py-1.5 text-xs text-theme-muted">Sin opciones</p>}
{visibles.map((o) => (
<label key={o.value} className="flex items-center gap-2 px-2 py-1.5 rounded-lg hover:bg-theme-bg cursor-pointer text-sm text-theme-heading">
<input
type="checkbox"
checked={selected.includes(o.value)}
onChange={() => toggle(o.value)}
className="rounded border-theme-border-strong accent-[var(--accent)]"
/>
<span className="truncate">{o.label}</span>
</label>
))}
</div>
{selected.length > 0 && (
<button
type="button"
onClick={() => onChange([])}
className="mt-1 w-full text-center text-xs text-theme-muted hover:text-theme-heading py-1"
>
Limpiar selección
</button>
)}
</div>
)}
</div>
);
};
const ConcentradoReport: FC = () => {
// Rango global de Reportes; los campos Inicio/Fin fijan uno propio
const { start, end, setStart, setEnd } = useReportRange('concentrado');
const [data, setData] = useState<ConcentradoData | null>(null);
// Rango global de Reportes (sin selector propio de fechas)
const { start, end } = useReportRange('concentrado');
const [data, setData] = useState<ConcentradoDetalleReport | null>(null);
const [loading, setLoading] = useState(true);
// Catálogos para los filtros
const [doctors, setDoctors] = useState<Doctor[]>([]);
const [services, setServices] = useState<Service[]>([]);
// Filtros
const [selDoctores, setSelDoctores] = useState<string[]>([]);
const [selCategorias, setSelCategorias] = useState<string[]>([]);
const [selServicios, setSelServicios] = useState<string[]>([]);
const [vip, setVip] = useState(false);
useEffect(() => {
let alive = true;
Promise.all([odooApi.getDoctors(), odooApi.getServices({ page_size: 200 })])
.then(([d, s]) => {
if (!alive) return;
setDoctors(d.doctors || []);
setServices(s.services || []);
})
.catch((err) => console.error('Error al cargar filtros', err));
return () => { alive = false; };
}, []);
// Al cambiar las categorías, los servicios seleccionados que ya no aplican se sueltan
const serviciosFiltrados = useMemo(
() => (selCategorias.length ? services.filter((s) => selCategorias.includes(s.category)) : services),
[services, selCategorias]
);
useEffect(() => {
setSelServicios((prev) => prev.filter((id) => serviciosFiltrados.some((s) => String(s.id) === id)));
}, [serviciosFiltrados]);
const load = useCallback(async () => {
try {
setLoading(true);
const res = await odooApi.getConcentrado(start, end);
if (res.status === 'success') {
const { citas, ventas, pagos, devoluciones, pacientes_nuevos, visitas, start: s, end: e } = res;
setData({ citas, ventas, pagos, devoluciones, pacientes_nuevos, visitas, start: s, end: e });
}
const res = await odooApi.getConcentradoDetalle({
start,
end,
doctor_ids: selDoctores.join(',') || undefined,
categoria_ids: selCategorias.join(',') || undefined,
servicio_ids: selServicios.join(',') || undefined,
vip: vip || undefined,
});
if (res.status === 'success') setData(res);
} catch (err) {
toast.error('Error al cargar concentrado');
console.error(err);
} finally {
setLoading(false);
}
}, [start, end]);
}, [start, end, selDoctores, selCategorias, selServicios, vip]);
useEffect(() => { load(); }, [load]);
const rows = data?.rows ?? [];
const totals = data?.totals ?? {};
const [exporting, setExporting] = useState(false);
const exportar = async () => {
if (!data) return;
try {
setExporting(true);
const rows: Record<string, unknown>[] = [
{ seccion: 'Citas', concepto: 'Total', cantidad: data.citas.total, monto: null },
...Object.entries(data.citas.by_state).map(([k, v]) => ({ seccion: 'Citas', concepto: citaStateLabels[k] || k, cantidad: v, monto: null })),
{ seccion: 'Visitas', concepto: 'Total', cantidad: data.visitas.total, monto: null },
...Object.entries(data.visitas.by_state).map(([k, v]) => ({ seccion: 'Visitas', concepto: visitaStateLabels[k] || k, cantidad: v, monto: null })),
{ seccion: 'Ventas', concepto: 'Cantidad', cantidad: data.ventas.count, monto: null },
{ seccion: 'Ventas', concepto: 'Total vendido', cantidad: null, monto: data.ventas.total },
{ seccion: 'Ventas', concepto: 'Por cobrar', cantidad: null, monto: data.ventas.total_due },
{ seccion: 'Cobros', concepto: 'Total cobrado', cantidad: data.pagos.count, monto: data.pagos.total },
...Object.entries(data.pagos.by_method).map(([k, v]) => ({ seccion: 'Cobros', concepto: metodoLabels[k] || k, cantidad: null, monto: v })),
{ seccion: 'Devoluciones', concepto: 'Devuelto', cantidad: data.devoluciones.count, monto: data.devoluciones.total },
{ seccion: 'Pacientes', concepto: 'Nuevos en el periodo', cantidad: data.pacientes_nuevos, monto: null },
];
const money = { format: 'currency' as const };
await exportToExcel({
filename: `concentrado-${start}_${end}`,
sheetName: 'Concentrado',
title: 'Concentrado del periodo',
subtitle: `Del ${start} al ${end}`,
title: 'Concentrado de ventas',
subtitle: `Del ${start} al ${end} · Pacientes atendidos: ${data.pacientes_atendidos} · Ticket promedio: ${formatCurrency(data.ticket_promedio)}`,
columns: [
{ header: 'Sección', key: 'seccion' },
{ header: 'Folio', key: 'folio' },
{ header: 'Fecha', key: 'fecha' },
{ header: 'Paciente', key: 'paciente' },
{ header: 'Folio Dr', key: 'folio_dr' },
{ header: 'Atendido por', key: 'medico' },
{ header: 'Vendedor', key: 'vendedor' },
{ header: 'Concepto', key: 'concepto' },
{ header: 'Cantidad', key: 'cantidad', format: 'number' },
{ header: 'Monto', key: 'monto', format: 'currency' },
...MONEY_COLUMNS.map((c) => ({ header: c.header, key: c.key, ...money })),
],
rows,
rows: rows as unknown as Record<string, unknown>[],
totals: {
folio: 'Totales', fecha: '', paciente: '', folio_dr: '', medico: '', vendedor: '', concepto: '',
...totals,
},
});
toast.success('Excel descargado');
} catch (err) {
@@ -99,87 +230,136 @@ const ConcentradoReport: FC = () => {
}
};
const thBase = 'text-left px-3 py-2 font-medium';
const tdBase = 'px-3 py-2';
const moneyCell = (v: number | undefined) => (v ? fmtMoney(v) : '');
return (
<div className="space-y-4 sm:space-y-6">
<Card>
<Card.Body>
<div className="flex flex-col sm:flex-row gap-3 items-end">
<Input label="Inicio" type="date" value={start} onChange={(e) => setStart(e.target.value)} className="sm:max-w-[160px]" />
<Input label="Fin" type="date" value={end} onChange={(e) => setEnd(e.target.value)} className="sm:max-w-[160px]" />
<div className="sm:ml-auto">
<div className="flex flex-wrap items-end gap-3">
<div className="w-full sm:w-56">
<MultiSelect
label="Doctores"
icon={<Stethoscope size={14} className="text-theme-muted shrink-0" />}
options={doctors.map((d) => ({
value: String(d.id),
label: (d.staff_type ?? 'doctor') === 'cosmetologa' ? `${d.name} (Cosmetóloga)` : d.name,
}))}
selected={selDoctores}
onChange={setSelDoctores}
searchable
/>
</div>
<div className="w-full sm:w-52">
<MultiSelect
label="Categorías"
icon={<Tag size={14} className="text-theme-muted shrink-0" />}
options={CATEGORIAS}
selected={selCategorias}
onChange={setSelCategorias}
/>
</div>
<div className="w-full sm:w-64">
<MultiSelect
label="Servicios"
icon={<ClipboardList size={14} className="text-theme-muted shrink-0" />}
options={serviciosFiltrados.map((s) => ({ value: String(s.id), label: s.name }))}
selected={selServicios}
onChange={setSelServicios}
searchable
/>
</div>
<Button variant={vip ? 'primary' : 'outline'} size="sm" onClick={() => setVip((v) => !v)}>
VIP{vip ? ' ✓' : ''}
</Button>
<span className="text-xs text-theme-muted ml-auto">
{start} — {end} · {rows.length} venta{rows.length === 1 ? '' : 's'}
</span>
<div className="flex items-center gap-2">
<Button variant="outline" size="sm" onClick={() => window.print()}>
<Printer size={14} className="mr-1.5" />
Imprimir
</Button>
<ExportButton onClick={exportar} loading={exporting} />
</div>
</div>
</Card.Body>
</Card>
{loading ? (
<div className="grid grid-cols-2 md:grid-cols-4 gap-4">
{Array.from({ length: 8 }).map((_, i) => <Skeleton key={i} className="h-24 w-full" />)}
</div>
) : data ? (
<>
<div className="grid grid-cols-2 md:grid-cols-4 gap-4">
<Kpi label="Citas" value={data.citas.total} />
<Kpi label="Visitas clínicas" value={data.visitas.total} />
<Kpi label="Pacientes nuevos" value={data.pacientes_nuevos} />
<Kpi label="Ventas" value={data.ventas.count} />
<Kpi label="Total vendido" value={formatCurrency(data.ventas.total)} />
<Kpi label="Cobrado" value={formatCurrency(data.pagos.total)} />
<Kpi label="Por cobrar" value={formatCurrency(data.ventas.total_due)} rose={data.ventas.total_due > 0} />
<Kpi label="Devoluciones" value={`${data.devoluciones.count} · ${formatCurrency(data.devoluciones.total)}`} rose={data.devoluciones.total > 0} />
</div>
<div className="grid grid-cols-1 lg:grid-cols-3 gap-4 sm:gap-6">
<Card>
<Card.Body>
<h3 className="font-heading text-lg text-theme-heading mb-3 flex items-center">
<LayoutGrid size={18} className="mr-2" /> Citas por estado
</h3>
<div className="flex flex-wrap gap-2">
{Object.entries(data.citas.by_state).map(([state, count]) => (
<Badge key={state} variant={stateBadge(state)}>
{citaStateLabels[state] || state}: {count}
</Badge>
))}
{data.citas.total === 0 && <p className="text-sm text-theme-muted">Sin citas.</p>}
</div>
</Card.Body>
</Card>
<Card>
<Card.Body>
<h3 className="font-heading text-lg text-theme-heading mb-3">Cobros por método</h3>
{Object.keys(data.pagos.by_method).length === 0 ? (
<p className="text-sm text-theme-muted">Sin cobros.</p>
) : (
<div className="space-y-2">
{Object.entries(data.pagos.by_method).map(([method, amount]) => (
<div key={method} className="flex items-center justify-between p-2.5 bg-theme-bg rounded-lg text-sm">
<span className="text-theme-heading">{metodoLabels[method] || method}</span>
<span className="font-medium text-theme-heading">{formatCurrency(amount)}</span>
</div>
<Card className="print-concentrado">
<Card.Body>
{loading ? (
<Skeleton count={8} className="h-10 w-full" />
) : rows.length === 0 ? (
<EmptyState
title="Sin ventas en el periodo"
subtitle="No hay ventas que coincidan con los filtros seleccionados."
/>
) : (
<div className="overflow-auto max-h-[62vh] rounded-xl border border-theme-border">
<table className="w-full text-xs whitespace-nowrap">
<thead className="sticky top-0 z-10">
<tr className="bg-theme-bg text-theme-muted uppercase">
<th rowSpan={2} className={cn(thBase, 'sticky left-0 bg-theme-bg z-20')}>Folio</th>
<th rowSpan={2} className={thBase}>Fecha</th>
<th rowSpan={2} className={thBase}>Paciente</th>
<th rowSpan={2} className={thBase}>Folio Dr</th>
<th rowSpan={2} className={thBase}>Atendido por</th>
<th rowSpan={2} className={thBase}>Vendedor</th>
<th rowSpan={2} className={thBase}>Concepto</th>
{METODOS.map((m) => (
<th key={m.key} colSpan={2} className="text-center px-3 py-2 border-l border-theme-border font-medium">
{m.label}
</th>
))}
</div>
)}
</Card.Body>
</Card>
<Card>
<Card.Body>
<h3 className="font-heading text-lg text-theme-heading mb-3">Visitas por estado</h3>
<div className="flex flex-wrap gap-2">
{Object.entries(data.visitas.by_state).map(([state, count]) => (
<Badge key={state} variant={stateBadge(state)}>
{visitaStateLabels[state] || state}: {count}
</Badge>
</tr>
<tr className="bg-theme-bg text-theme-muted uppercase">
{METODOS.flatMap((m) => [
<th key={`${m.key}_usd`} className="text-right px-3 py-1.5 border-l border-theme-border font-medium">USD</th>,
<th key={`${m.key}_mxn`} className="text-right px-3 py-1.5 font-medium">M.N.</th>,
])}
</tr>
</thead>
<tbody className="divide-y divide-theme-border bg-theme-surface">
{rows.map((r) => (
<tr key={r.folio} className="hover:bg-theme-bg">
<td className={cn(tdBase, 'sticky left-0 bg-theme-surface hover:bg-theme-bg z-10 font-medium text-theme-heading')}>{r.folio}</td>
<td className={cn(tdBase, 'text-theme-muted')}>{r.fecha}</td>
<td className={cn(tdBase, 'text-theme-heading')}>{r.paciente}</td>
<td className={cn(tdBase, 'text-theme-muted')}>{r.folio_dr || '-'}</td>
<td className={cn(tdBase, 'text-theme-muted')}>{r.medico || '-'}</td>
<td className={cn(tdBase, 'text-theme-muted')}>{r.vendedor || '-'}</td>
<td className={cn(tdBase, 'text-theme-muted max-w-[280px] truncate')} title={r.concepto}>{r.concepto}</td>
{MONEY_COLUMNS.map((c, i) => (
<td key={c.key} className={cn(tdBase, 'text-right', i % 2 === 0 && 'border-l border-theme-border', r[c.key as keyof typeof r] ? 'text-theme-heading' : 'text-theme-muted/50')}>
{moneyCell(r[c.key as keyof typeof r] as number | undefined)}
</td>
))}
</tr>
))}
{data.visitas.total === 0 && <p className="text-sm text-theme-muted">Sin visitas.</p>}
</div>
</Card.Body>
</Card>
</div>
</>
) : null}
</tbody>
<tfoot className="sticky bottom-0 bg-theme-bg font-semibold text-theme-heading">
<tr>
<td colSpan={7} className={cn(tdBase, 'uppercase text-xs tracking-wide')}>Totales</td>
{MONEY_COLUMNS.map((c, i) => (
<td key={c.key} className={cn(tdBase, 'text-right', i % 2 === 0 && 'border-l border-theme-border')}>
{fmtMoney(totals[c.key])}
</td>
))}
</tr>
<tr className="font-normal">
<td colSpan={17} className={cn(tdBase, 'text-theme-muted')}>
Pacientes atendidos: {data?.pacientes_atendidos ?? 0} · Ticket promedio: {formatCurrency(data?.ticket_promedio ?? 0)}
</td>
</tr>
</tfoot>
</table>
</div>
)}
</Card.Body>
</Card>
</div>
);
};

View File

@@ -261,13 +261,16 @@ p {
.print-agenda,
.print-agenda *,
.print-recibo,
.print-recibo * {
.print-recibo *,
.print-concentrado,
.print-concentrado * {
visibility: visible;
}
.print-ticket,
.print-receta,
.print-agenda,
.print-recibo {
.print-recibo,
.print-concentrado {
position: absolute;
top: 0;
left: 0;
@@ -321,4 +324,30 @@ p {
.print-recibo {
position: static;
}
/* Concentrado de ventas: tabla ancha en hoja horizontal. Página con nombre
propia para no afectar la orientación de los demás documentos. */
.print-concentrado {
page: concentrado-landscape;
border: none;
border-radius: 0;
box-shadow: none;
}
.print-concentrado .overflow-auto {
max-height: none !important;
overflow: visible !important;
}
.print-concentrado table {
font-size: 7.5pt;
white-space: normal;
}
.print-concentrado thead,
.print-concentrado tfoot,
.print-concentrado th,
.print-concentrado td {
position: static !important;
}
}
@page concentrado-landscape {
size: A4 landscape;
margin: 8mm;
}

View File

@@ -33,6 +33,7 @@ const METODO_OPTIONS = [
{ value: 'transfer', label: 'Transferencia' },
{ value: 'stripe', label: 'Stripe' },
{ value: 'mercadopago', label: 'MercadoPago' },
{ value: 'saldo_favor', label: 'Saldo a favor' },
];
const metodoLabel = (m: string) => METODO_OPTIONS.find((o) => o.value === m)?.label || m;

View File

@@ -1205,6 +1205,38 @@ export interface ConcentradoReport {
visitas: { total: number; by_state: Record<string, number> };
}
export interface ConcentradoDetalleRow {
folio: string;
fecha: string;
paciente: string;
folio_dr: string | null;
medico: string;
vendedor: string;
concepto: string;
efectivo_usd: number;
efectivo_mxn: number;
tarjeta_usd: number;
tarjeta_mxn: number;
transferencia_usd: number;
transferencia_mxn: number;
saldo_favor_usd: number;
saldo_favor_mxn: number;
monedero_usd: number;
monedero_mxn: number;
}
export type ConcentradoDetalleTotals = Record<string, number>;
export interface ConcentradoDetalleReport {
status: string;
start: string;
end: string;
rows: ConcentradoDetalleRow[];
totals: ConcentradoDetalleTotals;
pacientes_atendidos: number;
ticket_promedio: number;
}
export interface RecomendacionRow {
recomendador: string;
pacientes: number;
@@ -2139,6 +2171,11 @@ export const odooApi = {
return data;
},
async getConcentradoDetalle(params: { start?: string; end?: string; doctor_ids?: string; categoria_ids?: string; servicio_ids?: string; vip?: boolean }): Promise<ConcentradoDetalleReport> {
const { data } = await axios.get(`${ODOO_BASE}/skeen/frontend/v1/reports/concentrado/detalle`, { params });
return data;
},
async getRecomendaciones(): Promise<{ status: string; recomendaciones: RecomendacionRow[]; total: number }> {
const { data } = await axios.get(`${ODOO_BASE}/skeen/frontend/v1/reports/recomendaciones`);
return data;