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feat: implement exchange rate filtering and validation enhancements in invoice processing

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This commit is contained in:
AlexeerCT
2026-01-07 11:45:41 -06:00
parent 9fe07e78a6
commit 8cdcc369bb
12 changed files with 178 additions and 50 deletions
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17
frontend/src/lib/api/dashboard/a76/exchange-rate.ts
View File

@@ -26,20 +26,13 @@ export interface ExchangeRateListResponse {
*/
export async function getExchangeRateByDate(date: string, companyId: number): Promise<ExchangeRate | null> {
try {
// Get all exchange rates and filter by date on client side
const response = await api.get<ExchangeRateListResponse>(`/v1/a76/exchange-rate/?company_id=${companyId}`);
const dateOnly = date.split('T')[0]; // Ensure YYYY-MM-DD
// Filter by date on server side
const response = await api.get<ExchangeRateListResponse>(`/v1/a76/exchange-rate/?company_id=${companyId}&date=${dateOnly}`);
if (response.data && response.data.items && response.data.items.length > 0) {
// Filter by date and find USD exchange rate
const dateOnly = date.split('T')[0]; // Get YYYY-MM-DD part
const matchingRates = response.data.items.filter(rate => {
const rateDate = rate.date.split('T')[0];
const matches = rateDate === dateOnly && rate.foreign_currency === 'USD';
return matches;
});
return matchingRates.length > 0 ? matchingRates[0] : null;
// Find USD exchange rate (backend might return multiple currencies for same date if they exist)
return response.data.items[0];
}
return null;

31
frontend/src/lib/components/dashboard/invoices/edit/general-tab-form.svelte
View File

@@ -25,7 +25,8 @@
codePedimentoRegimens = [],
defaultOperationType = undefined,
defaultInvoiceType = undefined,
operationType = undefined
operationType = undefined,
exchangeRate = undefined
}: {
invoice: Invoice | null;
formData?: any;
@@ -44,7 +45,15 @@
defaultOperationType?: number | null;
defaultInvoiceType?: string | null;
operationType?: number | null;
} = $props();
exchangeRate?: number | null;
} = $props();
// Sync exchangeRate prop to formData
$effect(() => {
if (exchangeRate !== undefined && formData) {
formData.exchange_rate = exchangeRate;
}
});
if (!formData) {
if (invoice) {
@@ -62,8 +71,9 @@
// RIGHT fields
currency_type: invoice.financials?.currency_type || '',
currency: invoice.financials?.currency || 'foreign', // foreign, local, manual
weight_type: 'kgs',
currency: invoice.financials?.currency || 'foreign', // foreign, local, manual
exchange_rate: invoice.financials?.exchange_rate || null, // Added exchange_rate
weight_type: 'kgs',
iva_factor: invoice.financials?.iva_factor || null,
carrier_id: invoice.logistics?.[0]?.carrier_id || null,
transport_id: '',
@@ -72,8 +82,7 @@
transport_num: invoice.logistics?.[0]?.vehicle_num || '',
aduana: invoice.compliance_mx?.aduana || '',
document_type: invoice.document_type || '',
};
console.log('FormData cargado para edición:', formData);
};
} else {
// Creando una nueva factura
formData = {
@@ -90,6 +99,7 @@
// RIGHT fields
currency_type: '',
currency: 'foreign', // foreign, local, manual
exchange_rate: null, // Added exchange_rate
weight_type: 'kgs',
iva_factor: null,
carrier_id: null,
@@ -410,7 +420,14 @@
<div class="border rounded-md p-3 space-y-2">
<div class="flex justify-between">
<h4 class="text-xs font-semibold text-muted-foreground uppercase">Tipo de Moneda - Pesos Netos y Brutos</h4>
<h4 class="text-xs font-semibold text-muted-foreground uppercase">Tipo de cambio: </h4>
<h4 class="text-xs font-semibold text-muted-foreground uppercase">
Tipo de cambio:
<span class="text-primary ml-1">
{(exchangeRate !== undefined && exchangeRate !== null)
? (exchangeRate === 0 ? 'N/A' : Number(exchangeRate).toFixed(4))
: (formData.exchange_rate ? Number(formData.exchange_rate).toFixed(4) : 'N/A')}
</span>
</h4>
</div>
<!-- Radio buttons para tipo de moneda -->

4
frontend/src/lib/components/dashboard/invoices/edit/invoice-top-fields.svelte
View File

@@ -54,8 +54,8 @@
pedimento: invoice?.compliance_mx?.pedimento || '',
remesa: invoice?.compliance_mx?.remesa || '',
invoice_number: invoice?.invoice_number || '',
invoice_date: invoice?.invoice_date || '',
emission_date: '',
invoice_date: invoice?.invoice_date || new Date().toISOString().split('T')[0],
emission_date: new Date().toISOString().split('T')[0],
operation_type: operationType,
invoice_type: invoice?.invoice_type || (defaultInvoiceType ?? ''),
// Campos del pedimento (se llenarán al seleccionar un pedimento)

19
frontend/src/routes/dashboard/invoices/edit/[id]/+page.svelte
View File

@@ -31,6 +31,7 @@
import type { CustomsBroker } from '$lib/api/dashboard/a76/customs-brokers';
import type { ClientProvider } from '$lib/api/dashboard/a76/clients-providers';
import { saveInvoice } from '$lib/components/dashboard/invoices/edit/save-invoice';
import { getExchangeRateByDate } from '$lib/api/dashboard/a76/exchange-rate';
// Cargar companyStore solo en el cliente - no usamos sidebar en esta página
let companyStore: any = $state(undefined);
@@ -99,6 +100,23 @@
let othersExists = $state(false);
let continuationExists = $state(false);
let calculatedExchangeRate = $state<number | null>(data.invoice?.financials?.exchange_rate ?? null);
// Efecto para actualizar el tipo de cambio cuando cambia la fecha de factura
$effect(() => {
if (mounted && companyStore?.activeCompany?.id && InvoiceTopFieldsFormData?.invoice_date) {
getExchangeRateByDate(InvoiceTopFieldsFormData.invoice_date, companyStore.activeCompany.id)
.then(rate => {
if (rate) {
calculatedExchangeRate = rate.value;
} else {
calculatedExchangeRate = 0;
}
})
.catch(err => console.error('Error auto-updating exchange rate:', err));
}
});
function handleBack() {
goto('/dashboard/invoices');
}
@@ -223,6 +241,7 @@
defaultOperationType={data.filters?.operation_type ?? undefined}
defaultInvoiceType={data.filters?.invoice_type ?? undefined}
operationType={InvoiceTopFieldsFormData?.operation_type}
exchangeRate={calculatedExchangeRate}
/>
</Tabs.Content>