Pre-computed merge for change #15

Si un gasto se guardó sin clasificar, ahora se edita desde la lista (clic o Reclasificar) y se le asigna o cambia el concepto del presupuesto.

Co-authored-by: alberto.martinez <alberto.martinez@mrdev.mx>

db/core/changelog-master.xml

@@ -39,5 +39,6 @@
   <include file="changesets/030-rpc-work-program.sql" relativeToChangelogFile="true"/>
   <include file="changesets/031-project-doc-types-technical.sql" relativeToChangelogFile="true"/>
   <include file="changesets/033-catalog-suppliers-units.sql" relativeToChangelogFile="true"/>
+  <include file="changesets/034-fn-expense-update-reclassify.sql" relativeToChangelogFile="true"/>
 
 </databaseChangeLog>

db/core/changesets/034-fn-expense-update-reclassify.sql

@@ -0,0 +1,111 @@
+--liquibase formatted sql
+-- PANELS · core · reclasificar gasto (concepto, proveedor, obra)
+
+--changeset panel:core-034a-fn-expense-update-reclassify splitStatements:false
+CREATE OR REPLACE FUNCTION core.fn_expense_update(payload jsonb)
+RETURNS jsonb
+LANGUAGE plpgsql
+SECURITY INVOKER
+SET search_path = core
+AS $$
+DECLARE
+  v_id bigint := NULLIF(payload->>'id', '')::bigint;
+  v_tid integer := core._cost_tenant_id(payload);
+  v_cur expense_entries%ROWTYPE;
+  v_warning jsonb;
+  v_row jsonb;
+  v_subtotal numeric; v_iva_amount numeric; v_total numeric;
+  v_line numeric;
+  v_supplier_id bigint;
+  v_supplier_name text;
+  v_supplier_rfc text;
+  v_budget_item_id bigint;
+  v_chapter_id bigint;
+BEGIN
+  IF v_id IS NULL THEN
+    RETURN core.rpc_err('VALIDATION', 'fn_expense_update: id es obligatorio',
+      jsonb_build_object('fn', 'fn_expense_update', 'field', 'id'));
+  END IF;
+  SELECT * INTO v_cur FROM expense_entries WHERE id = v_id;
+  IF NOT FOUND THEN
+    RETURN core.rpc_err('NOT_FOUND', format('fn_expense_update: gasto id=%s no encontrado', v_id),
+      jsonb_build_object('fn', 'fn_expense_update', 'id', v_id));
+  END IF;
+  IF v_cur.is_locked OR v_cur.source <> 'manual' THEN
+    RETURN core.rpc_err('VALIDATION', 'fn_expense_update: solo se editan gastos manuales no bloqueados',
+      jsonb_build_object('fn', 'fn_expense_update', 'id', v_id, 'source', v_cur.source));
+  END IF;
+
+  IF payload ? 'supplier_id' THEN
+    v_supplier_id := NULLIF(payload->>'supplier_id', '')::bigint;
+    IF v_supplier_id IS NOT NULL THEN
+      SELECT name, rfc INTO v_supplier_name, v_supplier_rfc
+        FROM suppliers
+       WHERE id = v_supplier_id AND tenant_id = v_tid AND status = 'activo';
+      IF NOT FOUND THEN
+        RETURN core.rpc_err('NOT_FOUND', format('fn_expense_update: proveedor id=%s no encontrado', v_supplier_id),
+          jsonb_build_object('fn', 'fn_expense_update', 'supplier_id', v_supplier_id));
+      END IF;
+    ELSE
+      v_supplier_name := '';
+      v_supplier_rfc := '';
+    END IF;
+  END IF;
+
+  IF payload ? 'budget_item_id' THEN
+    v_budget_item_id := NULLIF(payload->>'budget_item_id', '')::bigint;
+    IF v_budget_item_id IS NOT NULL THEN
+      SELECT chapter_id INTO v_chapter_id FROM budget_items WHERE id = v_budget_item_id;
+    END IF;
+  END IF;
+
+  UPDATE expense_entries SET
+    expense_date = COALESCE(NULLIF(payload->>'expense_date', '')::date, expense_date),
+    description = COALESCE(nullif(btrim(payload->>'description'), ''), description),
+    project_id = CASE WHEN payload ? 'project_id' THEN NULLIF(payload->>'project_id', '')::bigint ELSE project_id END,
+    supplier_id = CASE WHEN payload ? 'supplier_id' THEN v_supplier_id ELSE supplier_id END,
+    supplier_name = CASE
+      WHEN payload ? 'supplier_id' THEN coalesce(v_supplier_name, '')
+      WHEN payload ? 'supplier_name' THEN coalesce(nullif(btrim(payload->>'supplier_name'), ''), '')
+      ELSE supplier_name END,
+    supplier_rfc = CASE
+      WHEN payload ? 'supplier_id' THEN coalesce(v_supplier_rfc, '')
+      WHEN payload ? 'supplier_rfc' THEN upper(coalesce(nullif(btrim(payload->>'supplier_rfc'), ''), ''))
+      ELSE supplier_rfc END,
+    budget_item_id = CASE WHEN payload ? 'budget_item_id' THEN v_budget_item_id ELSE budget_item_id END,
+    budget_chapter_id = CASE WHEN payload ? 'budget_item_id' THEN v_chapter_id ELSE budget_chapter_id END,
+    quantity = CASE WHEN payload ? 'quantity' THEN COALESCE((payload->>'quantity')::numeric, 0) ELSE quantity END,
+    unit = CASE WHEN payload ? 'unit' THEN coalesce(nullif(btrim(payload->>'unit'), ''), '') ELSE unit END,
+    unit_price = CASE WHEN payload ? 'unit_price' THEN COALESCE((payload->>'unit_price')::numeric, 0) ELSE unit_price END,
+    tax_included = CASE WHEN payload ? 'tax_included' THEN COALESCE((payload->>'tax_included')::boolean, false) ELSE tax_included END,
+    notes = CASE WHEN payload ? 'notes' THEN coalesce(nullif(btrim(payload->>'notes'), ''), '') ELSE notes END
+  WHERE id = v_id;
+  SELECT * INTO v_cur FROM expense_entries WHERE id = v_id;
+  v_line := CASE
+    WHEN v_cur.quantity > 0 AND v_cur.unit_price > 0 THEN round(v_cur.quantity * v_cur.unit_price, 2)
+    ELSE v_cur.subtotal
+  END;
+  SELECT c.subtotal, c.iva_amount, c.total INTO v_subtotal, v_iva_amount, v_total
+    FROM core._cost_calc_amounts(
+      v_line,
+      v_cur.iva_rate,
+      v_cur.tax_included,
+      CASE WHEN v_cur.tax_included THEN v_line ELSE NULL END
+    ) c;
+  UPDATE expense_entries SET subtotal = v_subtotal, iva_amount = v_iva_amount, total = v_total WHERE id = v_id;
+  IF v_cur.counts_toward_budget AND v_cur.budget_item_id IS NOT NULL THEN
+    v_warning := core._cost_budget_warning(v_tid, v_cur.budget_item_id, 0, 0);
+  END IF;
+  SELECT to_jsonb(e) INTO v_row FROM expense_entries e WHERE id = v_id;
+  RETURN core.rpc_ok(
+    jsonb_build_object('expense', v_row, 'budget_warning', v_warning),
+    format('Gasto id=%s actualizado', v_id),
+    jsonb_build_object('fn', 'fn_expense_update', 'id', v_id, 'budget_item_id', v_cur.budget_item_id)
+  );
+EXCEPTION WHEN OTHERS THEN
+  RETURN core.rpc_from_exception('fn_expense_update', SQLSTATE, SQLERRM);
+END;
+$$;
+
+--changeset panel:core-034b-fn-expense-update-grant endDelimiter:; splitStatements:true
+GRANT EXECUTE ON FUNCTION core.fn_expense_update(jsonb) TO panels_core_app;

web-panel/assets/css/desktop-v2.css

@@ -2286,7 +2286,8 @@ html.dark .p-dialog .p-dialog-header-icon {
   line-height: 1.35;
   overflow-wrap: anywhere;
 }
-html.dark .budget-item-option-desc {
+html.dark .budget-item-option-desc,
+html.dark .budget-item-picker .budget-item-value-desc {
   color: #94a3b8;
 }
 

web-panel/pages/gastos.vue

@@ -3,7 +3,9 @@
     <DeskTableBar v-model="tableQ" placeholder="Buscar descripción, proveedor o concepto">
       <Chip :label="projectLabel" icon="pi pi-building" />
       <Chip :label="`${listed.length} gastos`" icon="pi pi-list" />
+      <Chip :label="`${unclassifiedCount} sin clasificar`" icon="pi pi-question-circle" />
       <Chip :label="money(totalSubtotal)" icon="pi pi-wallet" />
+      <SelectButton v-model="listFilter" :options="listFilterOpts" option-label="label" option-value="value" :allow-empty="false" />
     </DeskTableBar>
 
     <Message v-if="budgetWarning" :severity="budgetWarning.level === 'critical' ? 'error' : 'warn'" :closable="true" class="mb-3">
@@ -11,20 +13,28 @@
     </Message>
 
     <DataTable
+      v-model:selection="selected"
       :value="listed"
       data-key="id"
       paginator
       :rows="25"
       empty-message="No hay gastos en el periodo seleccionado."
+      selection-mode="single"
+      meta-key-selection="false"
       scrollable
       scroll-height="flex"
       table-style="min-width: 56rem"
+      @row-click="onRow"
+      @row-dblclick="(e: { data: Expense }) => openEdit(e.data)"
     >
       <Column field="expense_date" header="Fecha" sortable style="width: 7rem" />
       <Column field="description" header="Descripción" sortable />
       <Column field="supplier_name" header="Proveedor" sortable style="width: 10rem" />
-      <Column field="budget_item_code" header="Concepto" style="width: 8rem">
+      <Column field="budget_item_code" header="Concepto" style="width: 10rem">
-        <template #body="{ data }"><span class="identifier">{{ data.budget_item_code || "—" }}</span></template>
+        <template #body="{ data }">
+          <Tag v-if="!data.budget_item_id" value="Sin clasificar" severity="warn" />
+          <span v-else class="identifier">{{ data.budget_item_code || "—" }}</span>
+        </template>
       </Column>
       <Column field="subtotal" header="Subtotal" sortable style="width: 9rem">
         <template #body="{ data }">{{ money(data.subtotal) }}</template>
@@ -38,7 +48,7 @@
       <Column field="source" header="Origen" style="width: 7rem" />
     </DataTable>
 
-    <Dialog v-model:visible="showForm" header="Nuevo gasto" modal :style="{ width: '720px' }">
+    <Dialog v-model:visible="showForm" :header="editingId ? 'Editar gasto' : 'Nuevo gasto'" modal :style="{ width: '720px' }">
       <div class="form-grid form-grid-compact">
         <FormField label="Empresa" required>
           <Select v-model="form.company_id" :options="companies" option-label="name" option-value="id" class="w-full" />
@@ -128,7 +138,7 @@
       <Message v-if="formError" severity="error" class="mt-3" :closable="false">{{ formError }}</Message>
       <template #footer>
         <Button label="Cancelar" text @click="showForm = false" />
-        <Button label="Guardar" icon="pi pi-check" @click="save" />
+        <Button :label="editingId ? 'Guardar cambios' : 'Guardar'" icon="pi pi-check" @click="save" />
       </template>
     </Dialog>
 
@@ -164,7 +174,15 @@ type Expense = {
   expense_date: string;
   description: string;
   supplier_name: string;
+  supplier_id?: number | null;
+  budget_item_id?: number | null;
   budget_item_code?: string;
+  company_id?: number | null;
+  quantity?: number;
+  unit?: string;
+  unit_price?: number;
+  tax_included?: boolean;
+  is_locked?: boolean;
   subtotal: number;
   iva_amount: number;
   total: number;
@@ -192,7 +210,15 @@ const unitError = ref("");
 const budgetWarning = ref<{ level: string; message: string } | null>(null);
 const receiptFile = ref<File | null>(null);
 const ivaRate = ref(0.16);
+const editingId = ref<number | null>(null);
+const selected = ref<Expense | null>(null);
+const listFilter = ref<"all" | "unclassified">("all");
+const listFilterOpts = [
+  { label: "Todos", value: "all" },
+  { label: "Sin clasificar", value: "unclassified" },
+];
 const canCreateExpense = computed(() => perms.can("expenses.create"));
+const canUpdateExpense = computed(() => perms.can("expenses.update"));
 
 const form = reactive({
   company_id: null as number | null,
@@ -238,11 +264,16 @@ const projectLabel = computed(() => {
 });
 const listed = computed(() => {
   const q = tableQ.value.toLowerCase();
-  return expenses.value.filter((e) =>
+  return expenses.value.filter((e) => {
-    !q || [e.description, e.supplier_name, e.budget_item_code].join(" ").toLowerCase().includes(q),
+    if (listFilter.value === "unclassified" && e.budget_item_id) return false;
-  );
+    return !q || [e.description, e.supplier_name, e.budget_item_code].join(" ").toLowerCase().includes(q);
+  });
 });
+const unclassifiedCount = computed(() => expenses.value.filter((e) => !e.budget_item_id).length);
 const totalSubtotal = computed(() => listed.value.reduce((s, e) => s + Number(e.subtotal || 0), 0));
+const canEditSelected = computed(() =>
+  Boolean(selected.value && canUpdateExpense.value && isEditable(selected.value)),
+);
 
 function money(v: number) {
   return new Intl.NumberFormat("es-MX", { style: "currency", currency: "MXN" }).format(Number(v || 0));
@@ -278,6 +309,10 @@ function onSupplierSaved(supplier: Supplier) {
   form.supplier_id = supplier.id;
 }
 
+function isEditable(row: Expense) {
+  return row.source === "manual" && !row.is_locked;
+}
+
 function resetForm() {
   form.company_id = companies.value[0]?.id ?? null;
   form.project_id = projectId.value;
@@ -294,10 +329,53 @@ function resetForm() {
 }
 
 function openNew() {
+  editingId.value = null;
   resetForm();
   showForm.value = true;
 }
 
+function onRow(e: { data: Expense }) {
+  selected.value = e.data;
+}
+
+async function openEdit(row: Expense) {
+  selected.value = row;
+  if (!canUpdateExpense.value) return;
+  if (!isEditable(row)) {
+    toast.add({
+      severity: "info",
+      summary: "Este gasto no se edita aquí",
+      detail: row.source === "manual" ? "Está bloqueado" : "Viene de nómina o destajo",
+      life: 3000,
+    });
+    return;
+  }
+  formError.value = "";
+  try {
+    const r = await api<{ expense?: Expense; data?: { expense?: Expense } }>(`/v1/expenses/${row.id}`);
+    const e = r.expense ?? r.data?.expense ?? row;
+    editingId.value = e.id;
+    form.company_id = e.company_id ?? row.company_id ?? companies.value[0]?.id ?? null;
+    form.project_id = e.project_id ?? null;
+    form.expense_date = String(e.expense_date || "").slice(0, 10);
+    form.budget_item_id = e.budget_item_id ?? null;
+    form.description = e.description || "";
+    form.supplier_id = e.supplier_id ?? null;
+    form.quantity = Number(e.quantity || 0);
+    form.unit = e.unit || "";
+    form.unit_price = Number(e.unit_price || 0);
+    form.tax_included = Boolean(e.tax_included);
+    receiptFile.value = null;
+    showForm.value = true;
+  } catch (err) {
+    toast.add({
+      severity: "error",
+      summary: displayErrorMessage((err as { data?: unknown }).data ?? err),
+      life: 4000,
+    });
+  }
+}
+
 function syncChrome() {
   desk.configure({
     tab: "Gastos",
@@ -321,6 +399,16 @@ function syncChrome() {
             disabled: !canCreateExpense.value,
             command: openNew,
           },
+          {
+            key: "edit",
+            label: "Reclasificar",
+            icon: "pi pi-pencil",
+            disabled: !canEditSelected.value,
+            title: canEditSelected.value
+              ? "Cambiar concepto u otros datos del gasto"
+              : "Seleccione un gasto manual sin clasificar o para cambiar de partida",
+            command: () => selected.value && openEdit(selected.value),
+          },
         ],
       },
       {
@@ -397,8 +485,22 @@ async function saveUnit() {
 async function loadExpenses() {
   const qs = new URLSearchParams();
   if (projectId.value) qs.set("project_id", String(projectId.value));
-  const r = await api<{ data?: { expenses?: Expense[] }; message?: string }>(`/v1/expenses?${qs}`);
+  const r = await api<{ expenses?: Expense[]; data?: { expenses?: Expense[] }; message?: string }>(`/v1/expenses?${qs}`);
-  expenses.value = (r.data?.expenses ?? []) as Expense[];
+  const keep = selected.value?.id;
+  expenses.value = (r.expenses ?? r.data?.expenses ?? []) as Expense[];
+  selected.value = keep ? expenses.value.find((e) => e.id === keep) ?? null : null;
+}
+
+function payload() {
+  return {
+    ...form,
+    project_id: form.project_id || null,
+    budget_item_id: form.budget_item_id || null,
+    supplier_id: form.supplier_id || null,
+    subtotal: computedAmounts.value.subtotal,
+    total: computedAmounts.value.total,
+    iva_rate: ivaRate.value,
+  };
 }
 
 async function save() {
@@ -408,28 +510,29 @@ async function save() {
     return;
   }
   try {
-    const r = await api<{ data?: { expense?: { id: number }; budget_warning?: { level: string; message: string } }; message?: string }>(
+    const r = editingId.value
-      "/v1/expenses",
+      ? await api<{ data?: { expense?: { id: number }; budget_warning?: { level: string; message: string } }; message?: string }>(
-      {
+        `/v1/expenses/${editingId.value}`,
-        method: "POST",
+        { method: "PATCH", json: payload() },
-        json: {
+      )
-          ...form,
+      : await api<{ data?: { expense?: { id: number }; budget_warning?: { level: string; message: string } }; message?: string }>(
-          project_id: form.project_id || null,
+        "/v1/expenses",
-          subtotal: computedAmounts.value.subtotal,
+        { method: "POST", json: payload() },
-          total: computedAmounts.value.total,
+      );
-          iva_rate: ivaRate.value,
+    const expenseId = r.data?.expense?.id ?? editingId.value;
-        },
-      },
-    );
-    const expenseId = r.data?.expense?.id;
     if (expenseId && receiptFile.value) {
       const fd = new FormData();
       fd.append("file", receiptFile.value);
       await fetch(`/v1/expenses/${expenseId}/attachments`, { method: "POST", body: fd, credentials: "include" });
     }
     budgetWarning.value = r.data?.budget_warning ?? null;
-    toast.add({ severity: "success", summary: r.message || "Gasto registrado", life: 2500 });
+    toast.add({
+      severity: "success",
+      summary: r.message || (editingId.value ? "Gasto actualizado" : "Gasto registrado"),
+      life: 2500,
+    });
     showForm.value = false;
+    editingId.value = null;
     await loadExpenses();
     if (route.query.nuevo || route.query.budget_item_id) {
       const qs = new URLSearchParams();
@@ -453,6 +556,8 @@ watch(projectId, () => {
   syncChrome();
 });
 
+watch(selected, syncChrome);
+
 watch(
   () => String(route.query.nuevo || ""),
   (nuevo) => {