diff --git a/apps/web/src/app/features/documents/document-copy.ts b/apps/web/src/app/features/documents/document-copy.ts
index ca0707a..33d867e 100644
--- a/apps/web/src/app/features/documents/document-copy.ts
+++ b/apps/web/src/app/features/documents/document-copy.ts
@@ -152,6 +152,11 @@ export function copyTransferFromDocument(source: DocRecord, sourcePath: string,
}
return {
header: {
+ CardCode: source['CardCode'] ?? '',
+ ContactPerson: source['ContactPerson'] ?? '',
+ ShipToCode: source['ShipToCode'] ?? '',
+ PriceList: source['PriceList'] ?? '',
+ SalesPersonCode: source['SalesPersonCode'] ?? '',
FromWarehouse: source['FromWarehouse'] ?? '',
ToWarehouse: source['ToWarehouse'] ?? '',
Project: source['Project'] ?? '',
diff --git a/apps/web/src/app/features/documents/document-folio.spec.ts b/apps/web/src/app/features/documents/document-folio.spec.ts
index abf0f8d..de31090 100644
--- a/apps/web/src/app/features/documents/document-folio.spec.ts
+++ b/apps/web/src/app/features/documents/document-folio.spec.ts
@@ -63,12 +63,13 @@ describe('folio y RUT en los formularios', () => {
beforeEach(() => TestBed.resetTestingModule());
- it('lo llevan facturas, boletas, notas de crédito, entregas y recepciones (ventas y compras)', () => {
+ it('lo llevan facturas, boletas, notas de crédito, entregas y recepciones (ventas y compras) y las transferencias de stock', () => {
const withFolio = DOCUMENT_SCREENS.filter((s) => hasFolio(s.layout)).map((s) => s.path);
expect(withFolio.sort()).toEqual(
[
'/ventas/facturas', '/ventas/boletas', '/ventas/facturas-reserva', '/ventas/boletas-reserva', '/ventas/notas-credito', '/ventas/entrega',
'/compras/facturas', '/compras/notas-credito', '/compras/recepcion',
+ '/inventario/transferencias', '/inventario/solicitudes-traslado',
].sort(),
);
});
diff --git a/apps/web/src/app/features/documents/document-form.page.html b/apps/web/src/app/features/documents/document-form.page.html
index 1f99709..47adff2 100644
--- a/apps/web/src/app/features/documents/document-form.page.html
+++ b/apps/web/src/app/features/documents/document-form.page.html
@@ -131,7 +131,7 @@
[required]="!!f.required"
[readonly]="readOnly() || locked(f)"
[value]="str(header()[f.key])"
- (valueChange)="setHeader(f.key, $event)"
+ (valueChange)="setHeader(f.key, typedLookup(f, $event))"
[lookup]="f.lookup"
resolveOnLeave
/>
@@ -248,6 +248,27 @@
}
}
+ @case ('contact') {
+
+ }
+ @case ('address') {
+
+
+ }
@case ('currency') {
({ ...h, ...copied.header }));
this.partnerName.set(text(doc['CardName']));
this.partnerTaxId.set(text(doc['FederalTaxID']));
+ this.partnerKey.set(text(copied.header['CardCode']));
}
this.lines.update((ls) => [...ls.filter((l) => !isBlankLine(l, this.serviceMode())), ...copied.lines]);
this.message.set({
@@ -423,9 +424,10 @@ export class DocumentFormPage {
columns: this.layout.lookups?.warehouse ?? WAREHOUSE_LOOKUP.columns,
};
protected readonly partnerLookup: VhLookup = {
- title: this.partner?.type === 'cSupplier' ? 'Proveedores' : 'Clientes',
+ title: !this.partner ? 'Socios de negocio' : this.partner.type === 'cSupplier' ? 'Proveedores' : 'Clientes',
resource: 'BusinessPartners',
- baseFilter: `CardType eq '${this.partner?.type ?? 'cCustomer'}'`,
+ // un documento con socio de un solo tipo lo filtra; los demás (transferencias de stock) admiten cualquiera
+ ...(this.partner ? { baseFilter: `CardType eq '${this.partner.type}'` } : {}),
orderby: 'CardCode',
columns: this.layout.lookups?.partner ?? PARTNER_COLUMNS,
extraFields: ['FederalTaxID', 'Currency'],
@@ -473,6 +475,20 @@ export class DocumentFormPage {
constructor() {
if (this.copyOrigin) void this.loadCopy(this.copyOrigin);
+ // al cargarse los datos del socio de un documento nuevo, sus direcciones por defecto
+ effect(() => {
+ const data = this.partnerData();
+ if (!data || !this.isNew()) return;
+ untracked(() => {
+ const ship = text(data['ShipToDefault']);
+ const bill = text(data['BilltoDefault']);
+ this.header.update((h) => ({
+ ...h,
+ ...('ShipToCode' in h && text(h['ShipToCode']) === '' && ship ? { ShipToCode: ship } : {}),
+ ...('PayToCode' in h && text(h['PayToCode']) === '' && bill ? { PayToCode: bill } : {}),
+ }));
+ });
+ });
}
protected setHeader(key: string, value: unknown): void {
@@ -486,6 +502,45 @@ export class DocumentFormPage {
/** Tipo al que se quiere cambiar y que espera confirmación porque hay líneas escritas que se descartarían. */
protected readonly pendingType = signal(null);
+ // --- datos del socio: personas de contacto y direcciones ---------------------------------------
+
+ private readonly hasPartnerData = hasPartnerData(this.layout);
+ /** Código del socio cuyos datos se cargan: el del documento abierto o el que se acaba de elegir. */
+ protected readonly partnerKey = linkedSignal(() => text(this.doc()?.['CardCode']));
+ private readonly partnerDetail = httpResource(() => {
+ const key = this.partnerKey();
+ return key && this.hasPartnerData
+ ? { url: `${API_URL}/sl/BusinessPartners/${encodeURIComponent(key)}`, params: { $select: 'CardCode,BPAddresses,ContactEmployees,ShipToDefault,BilltoDefault' } }
+ : undefined;
+ });
+ private readonly partnerData = computed(() => (this.partnerDetail.hasValue() ? this.partnerDetail.value() : undefined));
+ private readonly addresses = computed(() => (this.partnerData()?.['BPAddresses'] as DocRecord[] | undefined) ?? []);
+
+ protected readonly contactOptions = computed(() =>
+ ((this.partnerData()?.['ContactEmployees'] as DocRecord[] | undefined) ?? []).map((c) => ({ value: Number(c['InternalCode']), label: text(c['Name']) })),
+ );
+ /** Direcciones del socio de ese lado (envío o facturación), por su nombre. */
+ protected readonly addressOptions = (side: 'ship' | 'bill') => {
+ const type = side === 'ship' ? 'bo_ShipTo' : 'bo_BillTo';
+ return this.addresses().filter((a) => a['AddressType'] === type).map((a) => ({ value: text(a['AddressName']), label: text(a['AddressName']) }));
+ };
+ protected readonly shipOptions = computed(() => this.addressOptions('ship'));
+ protected readonly billOptions = computed(() => this.addressOptions('bill'));
+
+ /** El texto de la dirección elegida: el que SAP guardó en el documento o, al elegir otra, el armado con los datos de la dirección del socio. */
+ protected addressText(f: { key: string; side: 'ship' | 'bill' }): string {
+ const code = text(this.header()[f.key]);
+ const found = this.addresses().find((a) => text(a['AddressName']) === code && a['AddressType'] === (f.side === 'ship' ? 'bo_ShipTo' : 'bo_BillTo'));
+ if (found) return [found['Street'], found['Block'], found['ZipCode'], found['City'], found['County'], found['State']].map(text).filter((p) => p !== '').join(', ');
+ const saved = this.doc()?.[f.side === 'ship' ? 'Address' : 'Address2'];
+ return code === text(this.doc()?.[f.key]) ? text(saved).replace(/\r/g, '\n') : '';
+ }
+
+ /** Un código numérico de SAP (lista de precios, empleado) que se escribe o elige como texto se guarda como número. */
+ protected typedLookup(f: { lookup: { valueType?: string } }, value: string): string | number {
+ return f.lookup.valueType === 'number' && /^-?\d+$/.test(value.trim()) ? Number(value) : value;
+ }
+
/** La celda de un grupo de campos (el indicador) cuya lista de valores está abierta. */
protected readonly groupCell = signal(null);
@@ -524,6 +579,9 @@ export class DocumentFormPage {
this.setHeader('CardCode', code);
this.partnerName.set('');
this.partnerTaxId.set('');
+ this.partnerKey.set('');
+ // la persona de contacto y las direcciones eran del socio anterior
+ this.header.update((h) => ({ ...h, ContactPerson: '', ShipToCode: '', PayToCode: '' }));
}
protected notify(textMessage: string): void {
@@ -531,6 +589,7 @@ export class DocumentFormPage {
}
protected onPartner(row: Record): void {
+ this.partnerKey.set(text(row['CardCode']));
this.partnerName.set(text(row['CardName']));
this.partnerTaxId.set(text(row['FederalTaxID']));
// el documento toma la moneda del socio (si es una sola y no es la local), como en SAP
diff --git a/apps/web/src/app/features/documents/document-layouts.ts b/apps/web/src/app/features/documents/document-layouts.ts
index 84a8b27..fdce1bd 100644
--- a/apps/web/src/app/features/documents/document-layouts.ts
+++ b/apps/web/src/app/features/documents/document-layouts.ts
@@ -62,6 +62,13 @@ export type HeaderField =
| { type: 'rounding'; label: string }
/** Moneda del documento (`DocCurrency`) y su tipo de cambio (`DocRate`): el de la fecha del documento si no es la local. */
| { type: 'currency'; label: string }
+ /** Persona de contacto del socio (`ContactPerson`): se elige de las del socio de negocio. */
+ | { type: 'contact'; key: string; label: string }
+ /**
+ * Dirección de envío (`ShipToCode`) o de facturación (`PayToCode`) del socio: se elige de sus direcciones y debajo se
+ * muestra su texto. `side` dice cuáles direcciones de la lista de direcciones del socio se ofrecen.
+ */
+ | { type: 'address'; key: string; label: string; side: 'ship' | 'bill' }
| { type: 'computed'; label: string; source: ComputedSource };
/** Las listas de valores (ventanas modales) de un formulario. */
@@ -122,7 +129,40 @@ export const today = (): string => todayIso();
// --- catálogo de campos ---------------------------------------------------------------------
/** Catálogo de campos: cada pantalla elige cuáles lleva. */
+/** Lista de precios de un documento (`PriceList`): las números de SAP y, en negativo, los costos (-2 último precio de compra). */
+export const PRICE_LIST_LOOKUP: VhLookup = {
+ title: 'Listas de precios',
+ resource: 'PriceLists',
+ orderby: 'PriceListNo',
+ valueType: 'number',
+ columns: [
+ { key: 'PriceListNo', title: 'Código', width: '90px', mono: true },
+ { key: 'PriceListName', title: 'Nombre' },
+ ],
+};
+
+/** Empleado de ventas o compras del documento (`SalesPersonCode`). */
+export const SALES_PERSON_LOOKUP: VhLookup = {
+ title: 'Empleados de ventas',
+ resource: 'SalesPersons',
+ orderby: 'SalesEmployeeCode',
+ valueType: 'number',
+ baseFilter: `Active eq 'tYES'`,
+ columns: [
+ { key: 'SalesEmployeeCode', title: 'Código', width: '90px', mono: true },
+ { key: 'SalesEmployeeName', title: 'Nombre' },
+ ],
+};
+
export const FIELDS = {
+ /** Persona de contacto del socio. */
+ contact: { type: 'contact', key: 'ContactPerson', label: 'Persona de contacto' },
+ /** Dirección de destino (envío) del socio. */
+ shipTo: { type: 'address', key: 'ShipToCode', label: 'Destino', side: 'ship' },
+ /** Dirección de facturación del socio. */
+ payTo: { type: 'address', key: 'PayToCode', label: 'Dirección de facturación', side: 'bill' },
+ priceList: { type: 'lookup', key: 'PriceList', label: 'Lista de precios', lookup: PRICE_LIST_LOOKUP },
+ salesPerson: { type: 'lookup', key: 'SalesPersonCode', label: 'Empleado del departamento', lookup: SALES_PERSON_LOOKUP },
/** Tipo del documento: de artículos o de servicio (las líneas cambian). */
docType: {
type: 'select',
@@ -371,6 +411,8 @@ export const hasSeries = (layout: DocumentLayout): boolean => allFields(layout).
export const hasExpenses = (layout: DocumentLayout): boolean => allFields(layout).some((f) => f.type === 'expenses');
+export const hasPartnerData = (layout: DocumentLayout): boolean => allFields(layout).some((f) => f.type === 'contact' || f.type === 'address');
+
export const hasCurrency = (layout: DocumentLayout): boolean => allFields(layout).some((f) => f.type === 'currency');
export const hasFolio = (layout: DocumentLayout): boolean => allFields(layout).some((f) => f.type === 'folio' || (f.type === 'group' && f.cells.some((c) => c.key === 'FolioNumber')));
diff --git a/apps/web/src/app/features/documents/inventario/inventario.layouts.ts b/apps/web/src/app/features/documents/inventario/inventario.layouts.ts
index 0832f77..03d2523 100644
--- a/apps/web/src/app/features/documents/inventario/inventario.layouts.ts
+++ b/apps/web/src/app/features/documents/inventario/inventario.layouts.ts
@@ -55,11 +55,21 @@ const transfer = (immutable: boolean): DocumentLayout => {
lines: { key: 'StockTransferLines', fields: [...lineFieldsOf(columns), 'UoMEntry', ...(immutable ? DETAIL_KEYS : [])], base: true },
// Las transferencias de stock indican lotes y series; la solicitud de traslado no.
...(immutable ? { details: LINE_DETAILS } : {}),
+ // Como la ventana de SAP: socio de negocio con su persona de contacto, destino y lista de precios a la izquierda;
+ // número, fechas, folio y almacenes a la derecha.
header: {
- left: [FIELDS.fromWarehouse, FIELDS.toWarehouse, FIELDS.indicator, FIELDS.project],
- right: [FIELDS.docNumber, FIELDS.docDate, FIELDS.taxDate, FIELDS.dueDate, FIELDS.reference2, FIELDS.journalMemo],
+ left: [
+ { type: 'partner', key: 'CardCode', label: 'Socio de negocios' },
+ { type: 'computed', label: 'Nombre', source: 'partnerName' },
+ FIELDS.contact,
+ FIELDS.shipTo,
+ FIELDS.priceList,
+ FIELDS.indicator,
+ FIELDS.project,
+ ],
+ right: [FIELDS.docNumber, FIELDS.docDate, FIELDS.taxDate, FIELDS.dueDate, FIELDS.reference2, FIELDS.folio, FIELDS.fromWarehouse, FIELDS.toWarehouse],
},
- footer: commentsOnly,
+ footer: { left: [FIELDS.salesPerson, FIELDS.comments], right: [FIELDS.journalMemo] },
columns,
newHeader: () => ({ DocDate: today() }),
newLine: (header) => ({
diff --git a/tools/finanzas.png b/tools/finanzas.png
new file mode 100644
index 0000000..f561b9d
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diff --git a/tools/logistica.png b/tools/logistica.png
new file mode 100644
index 0000000..3da6ac4
Binary files /dev/null and b/tools/logistica.png differ
diff --git a/tools/solicitud de compra.png b/tools/solicitud de compra.png
new file mode 100644
index 0000000..c03ad77
Binary files /dev/null and b/tools/solicitud de compra.png differ
diff --git a/tools/transferencia stock.png b/tools/transferencia stock.png
new file mode 100644
index 0000000..0ffdaa6
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