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

--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;