erp-core-frontend-v2/src/pages/financial/AccountsPage.tsx
rckrdmrd 3a461cb184 [TASK-2026-01-20-005] feat: Resolve P2 gaps - Actions, Settings, Kanban
EPIC-P2-001: Frontend Actions Implementation
- Replace 31 console.log placeholders with navigate() calls
- 16 pages updated with proper routing

EPIC-P2-002: Settings Subpages Creation
- Add CompanySettingsPage.tsx
- Add ProfileSettingsPage.tsx
- Add SecuritySettingsPage.tsx
- Add SystemSettingsPage.tsx
- Update router with new routes

EPIC-P2-003: Bug Fix ValuationReportsPage
- Fix recursive getToday() function

EPIC-P2-006: CRM Pipeline Kanban
- Add PipelineKanbanPage.tsx
- Add KanbanColumn.tsx component
- Add KanbanCard.tsx component
- Add CRM routes to router

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-20 04:32:20 -06:00

412 lines
14 KiB
TypeScript

import { useState } from 'react';
import { useNavigate } from 'react-router-dom';
import {
BookOpen,
Plus,
MoreVertical,
Eye,
Edit,
Trash2,
RefreshCw,
Search,
FolderTree,
CheckCircle,
XCircle,
} from 'lucide-react';
import { Button } from '@components/atoms/Button';
import { Card, CardHeader, CardTitle, CardContent } from '@components/molecules/Card';
import { DataTable, type Column } from '@components/organisms/DataTable';
import { Dropdown, type DropdownItem } from '@components/organisms/Dropdown';
import { Breadcrumbs } from '@components/organisms/Breadcrumbs';
import { ConfirmModal } from '@components/organisms/Modal';
import { NoDataEmptyState, ErrorEmptyState } from '@components/templates/EmptyState';
import { useAccounts, useAccountTypes } from '@features/financial/hooks';
import type { Account, AccountTypeEnum } from '@features/financial/types';
import { formatNumber } from '@utils/formatters';
const accountTypeLabels: Record<AccountTypeEnum, string> = {
asset: 'Activo',
liability: 'Pasivo',
equity: 'Capital',
income: 'Ingreso',
expense: 'Gasto',
};
const accountTypeColors: Record<AccountTypeEnum, string> = {
asset: 'bg-blue-100 text-blue-700',
liability: 'bg-red-100 text-red-700',
equity: 'bg-purple-100 text-purple-700',
income: 'bg-green-100 text-green-700',
expense: 'bg-amber-100 text-amber-700',
};
// Helper function to format currency with 2 decimals
const formatCurrency = (value: number): string => {
return formatNumber(value, 'es-MX', { minimumFractionDigits: 2, maximumFractionDigits: 2 });
};
export function AccountsPage() {
const navigate = useNavigate();
const [selectedType, setSelectedType] = useState<AccountTypeEnum | ''>('');
const [searchTerm, setSearchTerm] = useState('');
const [showDeprecated, setShowDeprecated] = useState(false);
const [accountToDelete, setAccountToDelete] = useState<Account | null>(null);
const { accountTypes } = useAccountTypes();
const {
accounts,
total,
page,
totalPages,
isLoading,
error,
setPage,
refresh,
deleteAccount,
} = useAccounts({
search: searchTerm || undefined,
isDeprecated: showDeprecated ? undefined : false,
limit: 20,
});
// Filter accounts by type if selected
const filteredAccounts = selectedType
? accounts.filter(a => {
const accountType = accountTypes.find(t => t.id === a.accountTypeId);
return accountType?.accountType === selectedType;
})
: accounts;
const getActionsMenu = (account: Account): DropdownItem[] => {
return [
{
key: 'view',
label: 'Ver detalle',
icon: <Eye className="h-4 w-4" />,
onClick: () => navigate(`/financial/accounts/${account.id}`),
},
{
key: 'edit',
label: 'Editar',
icon: <Edit className="h-4 w-4" />,
onClick: () => navigate(`/financial/accounts/${account.id}/edit`),
},
{
key: 'children',
label: 'Ver subcuentas',
icon: <FolderTree className="h-4 w-4" />,
onClick: () => navigate(`/financial/accounts?parentId=${account.id}`),
},
{
key: 'delete',
label: 'Eliminar',
icon: <Trash2 className="h-4 w-4" />,
danger: true,
onClick: () => setAccountToDelete(account),
},
];
};
const columns: Column<Account>[] = [
{
key: 'code',
header: 'Cuenta',
render: (account) => (
<div className="flex items-center gap-3">
<div className="flex h-10 w-10 items-center justify-center rounded-lg bg-blue-50">
<BookOpen className="h-5 w-5 text-blue-600" />
</div>
<div>
<div className="font-medium text-gray-900">{account.code}</div>
<div className="text-sm text-gray-500">{account.name}</div>
</div>
</div>
),
},
{
key: 'accountType',
header: 'Tipo',
render: (account) => {
const accountType = accountTypes.find(t => t.id === account.accountTypeId);
const typeKey = accountType?.accountType as AccountTypeEnum;
return (
<span className={`inline-flex rounded-full px-2 py-1 text-xs font-medium ${accountTypeColors[typeKey] || 'bg-gray-100 text-gray-700'}`}>
{accountTypeLabels[typeKey] || accountType?.name || 'Desconocido'}
</span>
);
},
},
{
key: 'parent',
header: 'Cuenta Padre',
render: (account) => (
<span className="text-sm text-gray-600">
{account.parentName || '-'}
</span>
),
},
{
key: 'balance',
header: 'Saldo',
sortable: true,
render: (account) => (
<div className="text-right">
<span className="font-medium text-gray-900">
${formatCurrency(account.balance || 0)}
</span>
</div>
),
},
{
key: 'reconcilable',
header: 'Conciliable',
render: (account) => (
account.isReconcilable ? (
<CheckCircle className="h-5 w-5 text-green-500" />
) : (
<XCircle className="h-5 w-5 text-gray-300" />
)
),
},
{
key: 'status',
header: 'Estado',
render: (account) => (
<span className={`inline-flex rounded-full px-2 py-1 text-xs font-medium ${account.isDeprecated ? 'bg-gray-100 text-gray-500' : 'bg-green-100 text-green-700'}`}>
{account.isDeprecated ? 'Obsoleta' : 'Activa'}
</span>
),
},
{
key: 'actions',
header: '',
render: (account) => (
<Dropdown
trigger={
<button className="rounded p-1 hover:bg-gray-100">
<MoreVertical className="h-4 w-4 text-gray-500" />
</button>
}
items={getActionsMenu(account)}
align="right"
/>
),
},
];
const handleDelete = async () => {
if (accountToDelete) {
await deleteAccount(accountToDelete.id);
setAccountToDelete(null);
}
};
// Calculate summary stats
const assetAccounts = accounts.filter(a => {
const type = accountTypes.find(t => t.id === a.accountTypeId);
return type?.accountType === 'asset';
}).length;
const liabilityAccounts = accounts.filter(a => {
const type = accountTypes.find(t => t.id === a.accountTypeId);
return type?.accountType === 'liability';
}).length;
const incomeAccounts = accounts.filter(a => {
const type = accountTypes.find(t => t.id === a.accountTypeId);
return type?.accountType === 'income';
}).length;
const expenseAccounts = accounts.filter(a => {
const type = accountTypes.find(t => t.id === a.accountTypeId);
return type?.accountType === 'expense';
}).length;
if (error) {
return (
<div className="p-6">
<ErrorEmptyState onRetry={refresh} />
</div>
);
}
return (
<div className="space-y-6 p-6">
<Breadcrumbs items={[
{ label: 'Contabilidad', href: '/financial' },
{ label: 'Plan de Cuentas' },
]} />
<div className="flex items-center justify-between">
<div>
<h1 className="text-2xl font-bold text-gray-900">Plan de Cuentas</h1>
<p className="text-sm text-gray-500">
Gestiona el catalogo de cuentas contables
</p>
</div>
<div className="flex gap-2">
<Button variant="outline" onClick={refresh} disabled={isLoading}>
<RefreshCw className={`mr-2 h-4 w-4 ${isLoading ? 'animate-spin' : ''}`} />
Actualizar
</Button>
<Button>
<Plus className="mr-2 h-4 w-4" />
Nueva cuenta
</Button>
</div>
</div>
{/* Summary Stats */}
<div className="grid grid-cols-1 gap-4 sm:grid-cols-4">
<Card className="cursor-pointer hover:shadow-md transition-shadow" onClick={() => setSelectedType('asset')}>
<CardContent className="p-4">
<div className="flex items-center gap-3">
<div className="flex h-10 w-10 items-center justify-center rounded-lg bg-blue-100">
<BookOpen className="h-5 w-5 text-blue-600" />
</div>
<div>
<div className="text-sm text-gray-500">Activos</div>
<div className="text-xl font-bold text-blue-600">{assetAccounts}</div>
</div>
</div>
</CardContent>
</Card>
<Card className="cursor-pointer hover:shadow-md transition-shadow" onClick={() => setSelectedType('liability')}>
<CardContent className="p-4">
<div className="flex items-center gap-3">
<div className="flex h-10 w-10 items-center justify-center rounded-lg bg-red-100">
<BookOpen className="h-5 w-5 text-red-600" />
</div>
<div>
<div className="text-sm text-gray-500">Pasivos</div>
<div className="text-xl font-bold text-red-600">{liabilityAccounts}</div>
</div>
</div>
</CardContent>
</Card>
<Card className="cursor-pointer hover:shadow-md transition-shadow" onClick={() => setSelectedType('income')}>
<CardContent className="p-4">
<div className="flex items-center gap-3">
<div className="flex h-10 w-10 items-center justify-center rounded-lg bg-green-100">
<BookOpen className="h-5 w-5 text-green-600" />
</div>
<div>
<div className="text-sm text-gray-500">Ingresos</div>
<div className="text-xl font-bold text-green-600">{incomeAccounts}</div>
</div>
</div>
</CardContent>
</Card>
<Card className="cursor-pointer hover:shadow-md transition-shadow" onClick={() => setSelectedType('expense')}>
<CardContent className="p-4">
<div className="flex items-center gap-3">
<div className="flex h-10 w-10 items-center justify-center rounded-lg bg-amber-100">
<BookOpen className="h-5 w-5 text-amber-600" />
</div>
<div>
<div className="text-sm text-gray-500">Gastos</div>
<div className="text-xl font-bold text-amber-600">{expenseAccounts}</div>
</div>
</div>
</CardContent>
</Card>
</div>
<Card>
<CardHeader>
<CardTitle>Lista de Cuentas</CardTitle>
</CardHeader>
<CardContent>
<div className="space-y-4">
{/* Filters */}
<div className="flex flex-wrap items-center gap-4">
<div className="relative flex-1 min-w-[200px]">
<Search className="absolute left-3 top-1/2 h-4 w-4 -translate-y-1/2 text-gray-400" />
<input
type="text"
placeholder="Buscar cuentas..."
value={searchTerm}
onChange={(e) => setSearchTerm(e.target.value)}
className="w-full rounded-md border border-gray-300 py-2 pl-10 pr-4 focus:border-blue-500 focus:outline-none focus:ring-1 focus:ring-blue-500"
/>
</div>
<select
value={selectedType}
onChange={(e) => setSelectedType(e.target.value as AccountTypeEnum | '')}
className="rounded-md border border-gray-300 px-3 py-2 focus:border-blue-500 focus:outline-none focus:ring-1 focus:ring-blue-500"
>
<option value="">Todos los tipos</option>
{Object.entries(accountTypeLabels).map(([value, label]) => (
<option key={value} value={value}>{label}</option>
))}
</select>
<label className="flex items-center gap-2">
<input
type="checkbox"
checked={showDeprecated}
onChange={(e) => setShowDeprecated(e.target.checked)}
className="rounded border-gray-300 text-blue-600 focus:ring-blue-500"
/>
<span className="text-sm text-gray-600">Mostrar obsoletas</span>
</label>
{(selectedType || searchTerm || showDeprecated) && (
<Button
variant="ghost"
size="sm"
onClick={() => {
setSelectedType('');
setSearchTerm('');
setShowDeprecated(false);
}}
>
Limpiar filtros
</Button>
)}
</div>
{/* Table */}
{filteredAccounts.length === 0 && !isLoading ? (
<NoDataEmptyState
entityName="cuentas contables"
/>
) : (
<DataTable
data={filteredAccounts}
columns={columns}
isLoading={isLoading}
pagination={{
page,
totalPages,
total,
limit: 20,
onPageChange: setPage,
}}
/>
)}
</div>
</CardContent>
</Card>
{/* Delete Account Modal */}
<ConfirmModal
isOpen={!!accountToDelete}
onClose={() => setAccountToDelete(null)}
onConfirm={handleDelete}
title="Eliminar cuenta"
message={`¿Eliminar la cuenta ${accountToDelete?.code} - ${accountToDelete?.name}? Esta accion no se puede deshacer.`}
variant="danger"
confirmText="Eliminar"
/>
</div>
);
}
export default AccountsPage;