@asteby/metacore-runtime-react 47.1.0 → 48.0.0

package/src/business/document-lines.ts

@@ -31,17 +31,21 @@ export function applyProductToLine(
     const list = variant?.price ?? product.price
     const cost = variant?.cost ?? product.cost
     const catalog = source === 'cost' ? (cost ?? list) : list
+    // Nunca cantidad 0: un renglón vacío (o con la celda borrada) entra con 1.
+    const qty = opts.quantity ?? toAmount(line.quantity)
     return {
         ...line,
         kind: 'item',
         product_id: variant?.id ?? product.id,
         sku: variant?.sku ?? product.sku,
         description: variant ? `${product.name} · ${variant.label}` : product.name,
-        quantity: opts.quantity ?? (toAmount(line.quantity) || 1),
+        quantity: qty !== 0 ? qty : 1,
         unit_price: priceFromProduct(product, variant, source),
         catalog_price: catalog,
         cost,
         tax_rate: product.tax_rate ?? line.tax_rate ?? 0,
+        unit: product.unit ?? line.unit,
+        extensions: product.extensions ? { ...(line.extensions ?? {}), ...product.extensions } : line.extensions,
         available: availableStock(src, opts.warehouseId) ?? availableStock(product, opts.warehouseId),
     }
 }

package/src/business/index.ts

@@ -19,3 +19,8 @@ export * from './inspection-checklist'
 export * from './vehicle-picker'
 export * from './relate-documents'
 export * from './print-send-dialog'
+export * from './catalog-product-search'
+export * from './document-editor-model'
+export * from './document-editor-panels'
+export * from './payment-allocator'
+export * from './document-editor'

package/src/business/line-items.ts

@@ -37,6 +37,13 @@ export interface LineItem {
     dot?: string
     /** Existencia disponible conocida (para la política de sobreventa). */
     available?: number
+    /**
+     * Campos de extensión del renglón que aportan OTROS addons (p. ej.
+     * fiscal_mexico: `mx_clave_prod_serv`, `mx_clave_unidad`), copiados del
+     * producto al elegirlo. Viajan en `fiscal_data` (la bolsa de ModelExtension
+     * del host) — el SDK no conoce sus claves.
+     */
+    extensions?: Record<string, string>
 }
 
 /** Qué hacer si `quantity > available`. */
@@ -214,6 +221,7 @@ export function serializeLineItems(lines: LineItem[]): Array<Record<string, unkn
                 const v = l[k]
                 if (typeof v === 'string' && v.trim()) out[k] = v.trim()
             }
+            if (l.extensions && Object.keys(l.extensions).length > 0) out.fiscal_data = { ...l.extensions }
         }
         return out
     })
@@ -231,7 +239,7 @@ export function parseLineItems(rows: unknown): LineItem[] {
             product_id: str(o.product_id),
             sku: str(o.sku),
             description: typeof o.description === 'string' ? o.description : '',
-            quantity: o.quantity == null ? 1 : toAmount(o.quantity),
+            quantity: o.quantity == null || o.quantity === '' ? 1 : toAmount(o.quantity),
             unit_price: toAmount(o.unit_price),
             discount: toAmount(o.discount),
             discount_kind: o.discount_kind === 'amount' ? 'amount' : undefined,
@@ -243,6 +251,12 @@ export function parseLineItems(rows: unknown): LineItem[] {
             technician_id: str(o.technician_id),
             lot: str(o.lot),
             dot: str(o.dot),
+            extensions:
+                o.fiscal_data && typeof o.fiscal_data === 'object'
+                    ? (Object.fromEntries(
+                          Object.entries(o.fiscal_data as Record<string, unknown>).filter(([, v]) => typeof v === 'string'),
+                      ) as Record<string, string>)
+                    : undefined,
         })
     })
 }

package/src/business/payment-allocator.tsx

@@ -0,0 +1,110 @@
+// PaymentAllocator — UI del reparto de un pago entre los documentos abiertos de
+// la contraparte (cobro multi-factura / REP, CxP «Aplicar pago»). Las reglas
+// son las de primitives/allocation (allocatePayment / validateAllocation); aquí
+// solo se pintan y se editan. Por defecto reparte solo, del más vencido al más
+// reciente; al teclear un monto pasa a manual sin perder lo ya repartido.
+import { useTranslation } from 'react-i18next'
+import { Badge, Button } from '@asteby/metacore-ui/primitives'
+import { Input } from '@asteby/metacore-ui'
+import type { AllocationResult, AllocationStrategy, OpenDocument } from '../primitives/allocation'
+import { manualFromAllocations, overdueDays } from './document-editor-model'
+import { useFormatter } from './format'
+
+export interface PaymentAllocatorValue {
+    strategy: AllocationStrategy
+    manual: Record<string, number>
+}
+
+export interface PaymentAllocatorProps {
+    documents: OpenDocument[]
+    /** Resultado de `allocatePayment(amount, documents, value.strategy, value.manual)`. */
+    result: AllocationResult
+    value: PaymentAllocatorValue
+    onChange: (next: PaymentAllocatorValue) => void
+    currency?: string
+    loading?: boolean
+    readOnly?: boolean
+    /** Hoy (para los días de atraso; inyectable en tests). */
+    today?: Date
+}
+
+const num = (s: string): number => (s.trim() === '' ? 0 : Number(s.replace(',', '.')) || 0)
+
+export function PaymentAllocator({ documents, result, value, onChange, currency, loading, readOnly, today }: PaymentAllocatorProps) {
+    const { t } = useTranslation()
+    const fmt = useFormatter({ currency })
+    const byDoc = new Map(result.allocations.map((a) => [a.document_id, a]))
+
+    if (loading) {
+        return <p className="text-sm text-muted-foreground">{t('paymentAllocator.loading', { defaultValue: 'Buscando documentos con saldo…' })}</p>
+    }
+    if (documents.length === 0) {
+        return (
+            <p className="text-sm text-muted-foreground" data-slot="payment-allocator-empty">
+                {t('paymentAllocator.empty', { defaultValue: 'No hay documentos con saldo pendiente.' })}
+            </p>
+        )
+    }
+
+    const setAmount = (id: string, amount: number) =>
+        onChange({ strategy: 'manual', manual: { ...manualFromAllocations(result.allocations), [id]: amount } })
+
+    return (
+        <div className="space-y-2" data-slot="payment-allocator">
+            <div className="flex items-center justify-between gap-3 text-xs text-muted-foreground">
+                <span>
+                    {value.strategy === 'manual'
+                        ? t('paymentAllocator.manual', { defaultValue: 'Reparto manual' })
+                        : t('paymentAllocator.auto', { defaultValue: 'Se aplica primero a lo más vencido' })}
+                </span>
+                {!readOnly && value.strategy === 'manual' && (
+                    <Button type="button" variant="ghost" size="sm" onClick={() => onChange({ strategy: 'oldest_due_first', manual: {} })}>
+                        {t('paymentAllocator.autoapply', { defaultValue: 'Autoaplicar' })}
+                    </Button>
+                )}
+            </div>
+            <ul className="divide-y rounded-md border">
+                {documents.map((d) => {
+                    const a = byDoc.get(d.id)
+                    const late = overdueDays(d, today)
+                    return (
+                        <li key={d.id} className="flex flex-wrap items-center gap-3 px-3 py-2 text-sm" data-document={d.id}>
+                            <div className="min-w-0 flex-1">
+                                <div className="flex items-center gap-2">
+                                    <span className="font-medium">{d.number}</span>
+                                    {late > 0 && (
+                                        <Badge variant="secondary">{t('paymentAllocator.overdue', { defaultValue: 'Vencida · {{days}} d', days: late })}</Badge>
+                                    )}
+                                    {d.payment_method && <span className="text-xs text-muted-foreground">{d.payment_method}</span>}
+                                </div>
+                                <div className="text-xs text-muted-foreground">
+                                    {t('paymentAllocator.balance', { defaultValue: 'Saldo' })} {fmt.money(d.balance, d.currency)}
+                                    {a && a.balance_after > 0 && (
+                                        <>
+                                            {' · '}
+                                            {t('paymentAllocator.installment', { defaultValue: 'Parcialidad {{n}}', n: a.installment })}
+                                            {' · '}
+                                            {t('paymentAllocator.remaining', { defaultValue: 'Queda' })} {fmt.money(a.balance_after, d.currency)}
+                                        </>
+                                    )}
+                                </div>
+                            </div>
+                            <Input
+                                type="number"
+                                inputMode="decimal"
+                                min={0}
+                                step="0.01"
+                                aria-label={t('paymentAllocator.apply_to', { defaultValue: 'Aplicar a {{number}}', number: d.number })}
+                                className="h-9 w-32 text-right tabular-nums"
+                                value={a ? String(a.amount) : ''}
+                                placeholder="0.00"
+                                disabled={readOnly}
+                                onChange={(e) => setAmount(d.id, num(e.target.value))}
+                            />
+                        </li>
+                    )
+                })}
+            </ul>
+        </div>
+    )
+}

package/src/business/product-search.ts

@@ -80,6 +80,10 @@ export interface ProductResult {
     stock?: StockByWarehouse[]
     /** Paquetes automáticos: ids/nombres que se sugieren junto al producto. */
     bundle_items?: Array<{ product_id: string; name: string; quantity: number }>
+    /** Unidad de venta del catálogo (pza, juego, kg…). */
+    unit?: string
+    /** Campos de extensión del producto (fiscal_data.*) que se copian al renglón. */
+    extensions?: Record<string, string>
 }
 
 /** Existencia disponible: de la variante o del producto, en un almacén o en total. */

package/src/dialogs/dynamic-record.tsx

@@ -10,7 +10,7 @@
 // the image-url resolver and the org IANA timezone — are passed as props so the
 // SDK stays transport- and host-agnostic.
 import { emitRecordMutation } from '../record-mutation-events'
-import { createContext, useCallback, useContext, useEffect, useId, useRef, useState } from 'react'
+import { createContext, useCallback, useContext, useEffect, useId, useMemo, useRef, useState } from 'react'
 import { useTranslation } from 'react-i18next'
 import type { ModelSchema } from './types'
 
@@ -69,13 +69,14 @@ import type { VisibleWhen } from '../types'
 import { groupFieldsBySection, type FormLayout } from '../form-layout'
 import { FieldSection, WizardProgress } from '../form-layout-ui'
 import { AssistInterview } from '../assist-interview'
+import { RecordPrefillBar } from '../record-prefill-bar'
 import { FieldCell } from '../field-grid'
 import { isNilUuid, normalizeNilUuid } from '../nil-uuid'
 import { normalizeRefFieldsForSubmit } from './normalize-submit'
 import { validateValues, bagHasErrors, exemptUnchangedRuleIssues } from '../validator'
 import { DynamicIcon, isLucideIconName } from '../dynamic-icon'
 import { IconPickerField } from '../icon-picker-field'
-import { humanizeToken } from '../dynamic-columns-helpers'
+import { humanizeToken, localizeFieldLabel } from '../dynamic-columns-helpers'
 import { formatDateCell } from '../dynamic-columns'
 import {
     ImageStack,
@@ -667,6 +668,17 @@ export function DynamicRecordDialog({
     const isCreate = mode === 'create'
     const isView = mode === 'view'
     const isEditable = mode === 'create' || mode === 'edit'
+    // Claves que un ayudante de captura (RecordPrefillBar) puede escribir: sólo
+    // los campos que este formulario declara (incluye fiscal_data.* de las
+    // ModelExtension). Readonly fuera: un prefill no salta un candado.
+    const prefillAllowedKeys = useMemo(
+        () => new Set<string>((modalMeta?.fields ?? []).filter((f: any) => !f.readonly).map((f: any) => f.key)),
+        [modalMeta],
+    )
+    const applyPrefill = useCallback(
+        (patch: Record<string, any>) => setFormValues(prev => ({ ...prev, ...patch })),
+        [],
+    )
     const config = MODE_CONFIG[mode]
 
     // ── Fetch metadata + record when dialog opens ──────────────────────────
@@ -851,7 +863,7 @@ export function DynamicRecordDialog({
     // with no matching form field).
     const labelForKey = (key: string): string => {
         const f = (modalMeta?.fields ?? []).find(x => x.key === key)
-        if (f?.label) return f.label
+        if (f?.label) return localizeFieldLabel(f.label, t)
         return key.replace(/[._-]+/g, ' ').replace(/\b\w/g, c => c.toUpperCase())
     }
 
@@ -903,7 +915,7 @@ export function DynamicRecordDialog({
             }
             if (bagHasErrors(bag)) {
                 const labels: Record<string, string> = {}
-                for (const f of visible) labels[f.key] = f.label
+                for (const f of visible) labels[f.key] = localizeFieldLabel(f.label, t)
                 const next = localizeFieldErrorMap(bag, t, { labels })
                 setFieldErrors(next)
                 const description = Object.entries(next)
@@ -1077,7 +1089,7 @@ export function DynamicRecordDialog({
         const bag = validateValues(stepFields as ActionFieldDef[], formValues)
         if (bagHasErrors(bag)) {
             const labels: Record<string, string> = {}
-            for (const f of stepFields) labels[f.key] = f.label
+            for (const f of stepFields) labels[f.key] = localizeFieldLabel(f.label, t)
             setFieldErrors(localizeFieldErrorMap(bag, t, { labels }))
             toast.error(t('dynamic.validation_failed', { defaultValue: 'Revisa los campos marcados' }))
             return
@@ -1111,6 +1123,16 @@ export function DynamicRecordDialog({
                                 two-column grid, unchanged. FieldCell gives each
                                 cell `min-w-0` so a long select/input value can't
                                 blow the two columns past the dialog width. */}
+                            {isEditable && (
+                                <RecordPrefillBar
+                                    model={model}
+                                    mode={isCreate ? 'create' : 'edit'}
+                                    recordId={recordId}
+                                    values={formValues}
+                                    allowedKeys={prefillAllowedKeys}
+                                    onApply={applyPrefill}
+                                />
+                            )}
                             <form
                                 id={formId}
                                 // Stable Aby / guidance contract: unique id={formId}
@@ -1313,11 +1335,12 @@ function FieldRow({ field, record, value, mode, onChange, error, locked }: Field
     // the rich read-only renderer. `locked` forces the same disabled rendering on
     // CREATE for a caller-specified field (see `lockedFields`).
     const isEditReadonly = (mode === 'edit' && !!field.readonly) || !!locked
+    const { t } = useTranslation()
 
     return (
         <div className="flex flex-col gap-1.5" data-aby-field={field.key}>
             <Label className="text-xs font-medium text-muted-foreground uppercase tracking-wide">
-                {field.label}
+                {localizeFieldLabel(field.label, t)}
                 {field.required && mode !== 'view' && !isEditReadonly && (
                     <span className="text-destructive ml-0.5">*</span>
                 )}

package/src/document-form-dialog.tsx

@@ -23,6 +23,7 @@ import {
 import { Loader2 } from 'lucide-react'
 import { toast } from 'sonner'
 import { useApi } from './api-context'
+import { useOrgTaxRate } from './org-runtime-context'
 import { DynamicIcon } from './dynamic-icon'
 import { FieldCell, FieldGrid, FieldLabel } from './field-grid'
 import { FormErrorBanner } from './business/feedback'
@@ -41,12 +42,13 @@ import { extractFieldErrors, localizeFieldErrorMap } from './server-error'
 import { validateValues, bagHasErrors } from './validator'
 import { clearFieldErrorTree } from './field-validation-ui'
 import { emitRecordMutation } from './record-mutation-events'
-import { isLineItemsField, resolveWidget } from './dynamic-form-schema'
+import { isLineItemsField, resolveWidget, scopeValueFromFilterToken } from './dynamic-form-schema'
+import { createCatalogProductSearch } from './business/catalog-product-search'
+import { DocumentEditor } from './business/document-editor'
+import { editorLinesConfig, isEditorLayout } from './business/document-editor-model'
 import type {
     ActionFieldDef,
-    DocumentFormLines,
     DocumentFormsManifest,
-    DocumentFormType,
     TableMetadata,
 } from './types'
 
@@ -62,10 +64,24 @@ export interface DocumentFormDialogProps {
     initialType?: string
     /** Se llama con el registro creado. */
     onSaved?: (record?: unknown) => void
-    /** Buscador de productos para el editor de renglones (mismo contrato que ProductPicker). */
+    /**
+     * Buscador de productos para el editor de renglones (mismo contrato que
+     * ProductPicker). Sin él se busca en el catálogo (`productModel`) vía /data.
+     */
     searchProducts?: DocumentLinesGridProps['search']
+    /** Modelo de catálogo del buscador por defecto. Default `products.Product`. */
+    productModel?: string
+    /** Tasa de impuesto (0.16) si el producto no trae la suya. Default: la de la org (OrgRuntimeProvider). */
+    defaultTaxRate?: number
     /** Moneda ISO para el editor de renglones (default: la de la org). */
     currency?: string
+    /**
+     * Registro desde el que se abre (acción de fila «Crear NC», «Registrar
+     * cobro»…): siembra los campos con `default_from_record`.
+     */
+    record?: Record<string, any>
+    /** Documento origen a precargar en el DocumentEditor (`sources[].key` + id). */
+    initialSource?: { key: string; id: string }
 }
 
 /** Manifest efectivo: la prop gana sobre el metadata; sin tipos devuelve undefined. */
@@ -77,10 +93,25 @@ export function resolveDocumentForms(
     return m && Array.isArray(m.types) && m.types.length > 0 ? m : undefined
 }
 
-function linesConfig(type: DocumentFormType, forms: DocumentFormsManifest): (DocumentFormLines & { field: string }) | undefined {
-    if (!type.lines) return undefined
-    const cfg: DocumentFormLines = type.lines === true ? {} : type.lines
-    return { ...cfg, field: cfg.field ?? forms.lines_field ?? 'lines' }
+/**
+ * Acota el alta guiada a la vista filtrada. Un nav que filtra por la columna
+ * discriminadora (`type_field`) lista UN tipo de documento: «Crear» debe abrir
+ * ese tipo directo y, si el manifest no trae formulario para él, no ofrecerse
+ * (retest r3: «Documentos fiscales → Facturas → Crear» abría el REP, el único
+ * tipo declarado). Sin manifest, sin `type_field` o sin filtro sobre él, todo
+ * queda igual.
+ */
+export function scopeDocumentFormsToFilter(
+    forms: DocumentFormsManifest | undefined,
+    filter?: Record<string, unknown> | null,
+): { forms: DocumentFormsManifest | undefined; hideCreate: boolean } {
+    const field = forms?.type_field
+    if (!forms || !field || !filter || !(field in filter)) return { forms, hideCreate: false }
+    const want = scopeValueFromFilterToken(filter[field]).trim().toLowerCase()
+    if (want === '') return { forms, hideCreate: false }
+    const types = forms.types.filter((x) => String(x.value ?? x.key).trim().toLowerCase() === want)
+    if (types.length === 0) return { forms: undefined, hideCreate: true }
+    return { forms: types.length === forms.types.length ? forms : { ...forms, types }, hideCreate: false }
 }
 
 type Step = 'type' | 'fields' | 'lines'
@@ -94,10 +125,15 @@ export function DocumentFormDialog({
     initialType,
     onSaved,
     searchProducts,
+    productModel,
+    defaultTaxRate,
     currency,
+    record,
+    initialSource,
 }: DocumentFormDialogProps) {
     const { t, i18n } = useTranslation()
     const api = useApi()
+    const orgTaxRate = useOrgTaxRate()
     const types = forms.types
     const single = types.length === 1 ? types[0] : undefined
 
@@ -111,7 +147,15 @@ export function DocumentFormDialog({
     const [saving, setSaving] = useState(false)
 
     const type = useMemo(() => types.find((x) => x.key === typeKey) ?? null, [types, typeKey])
-    const lineCfg = type ? linesConfig(type, forms) : undefined
+    // Sin buscador inyectado, el paso de renglones solo ofrecía «Renglón libre»
+    // y la línea entraba sin precio (DynamicCRUDPage no pasa searchProducts).
+    // Default: el catálogo de productos de la org.
+    const taxRate = defaultTaxRate ?? orgTaxRate
+    const lineSearch = useMemo(
+        () => searchProducts ?? createCatalogProductSearch(api, { model: productModel, defaultTaxRate: taxRate }),
+        [searchProducts, api, productModel, taxRate],
+    )
+    const lineCfg = type ? editorLinesConfig(type, forms) : undefined
 
     // Reset every time the dialog (re)opens.
     useEffect(() => {
@@ -128,10 +172,10 @@ export function DocumentFormDialog({
     // Seed field defaults for the chosen type.
     useEffect(() => {
         if (!type) return
-        setFormData({ ...buildFieldDefaults(type.fields, undefined), ...(type.defaults ?? {}) })
+        setFormData({ ...buildFieldDefaults(type.fields, record), ...(type.defaults ?? {}) })
         setFieldErrors({})
         setFormError(undefined)
-    }, [type])
+    }, [type, record])
 
     const updateField = (key: string, value: any) => {
         setFormData((prev) => ({ ...prev, [key]: value }))
@@ -232,6 +276,41 @@ export function DocumentFormDialog({
               ? t('documentForm.step_data', { defaultValue: 'Datos' })
               : tl(lineCfg?.title ?? 'Renglones')
 
+    // layout "editor": una sola pantalla por secciones (DocumentEditor). Sin él
+    // sigue el wizard de siempre (retrocompatible).
+    if (open && type && step !== 'type' && isEditorLayout(type)) {
+        return (
+            <Dialog open={open} onOpenChange={onOpenChange}>
+                <DialogContent
+                    className="flex max-h-[92dvh] flex-col overflow-hidden"
+                    style={{ maxHeight: '92dvh', maxWidth: '960px', width: '95vw' }}
+                    data-slot="document-editor-dialog"
+                >
+                    <DialogHeader className="shrink-0">
+                        <DialogTitle>{tl(type.label)}</DialogTitle>
+                        {type.description && <DialogDescription>{tl(type.description)}</DialogDescription>}
+                    </DialogHeader>
+                    <DocumentEditor
+                        key={type.key}
+                        model={model}
+                        endpoint={endpoint}
+                        forms={forms}
+                        type={type}
+                        record={record}
+                        initialSource={initialSource}
+                        searchProducts={lineSearch}
+                        currency={currency}
+                        onCancel={() => (canGoBackToTypes ? setStep('type') : onOpenChange(false))}
+                        onSaved={(rec) => {
+                            onSaved?.(rec)
+                            onOpenChange(false)
+                        }}
+                    />
+                </DialogContent>
+            </Dialog>
+        )
+    }
+
     return (
         <Dialog open={open} onOpenChange={onOpenChange}>
             <DialogContent
@@ -311,8 +390,9 @@ export function DocumentFormDialog({
                             }}
                             columns={(lineCfg.columns as LineItemsColumn[] | undefined) ?? ['discount', 'tax']}
                             priceSource={lineCfg.price_source ?? 'sale'}
+                            discountMode={lineCfg.discount_mode}
                             serverErrors={serverLineErrors}
-                            search={searchProducts}
+                            search={lineSearch}
                             currency={currency}
                         />
                     )}

package/src/dynamic-columns-helpers.ts

@@ -78,3 +78,25 @@ export function translateMetadataLabel(
     const translated = translate(value, { defaultValue: fallback })
     return translated && translated !== value ? translated : fallback
 }
+
+// A catalog key as addons write them: lowercase dotted segments
+// ("fiscal_mexico.ext.customer.rfc_receptor"). Human labels have spaces,
+// capitals or accents and never match.
+const CATALOG_KEY_RE = /^[a-z0-9_]+(\.[a-z0-9_]+)+$/
+
+/**
+ * Form-field label as the user should read it. The host usually serves labels
+ * already localized; when it could not (an extension field whose addon catalog
+ * the server did not resolve), the label arrives as the raw catalog key and the
+ * form printed `FISCAL_MEXICO.EXT.CUSTOMER.RFC_RECEPTOR`. Such a key is resolved
+ * with the client catalog and, failing that, humanized. Any other label is
+ * returned untouched.
+ */
+export function localizeFieldLabel(
+    label: string | undefined,
+    translate?: MetadataTranslator,
+): string {
+    if (!label) return ''
+    if (!CATALOG_KEY_RE.test(label)) return label
+    return translateMetadataLabel(label, translate)
+}

package/src/dynamic-columns.tsx

@@ -243,7 +243,16 @@ export function RowActionMenuItem({
  * …) and fall back to `state` (purchases, inventory transfers, …). Empty string
  * is treated as missing so a blank `status` does not hide a populated `state`.
  */
-const rowLifecycleState = (row: any): unknown => {
+const rowLifecycleState = (row: any, stageField?: string): unknown => {
+    // A model with a stage machine gates its actions on the stage column, the
+    // same field the kernel's checkRequiresState reads (dynamic/action.go).
+    // Without this, WorkOrder actions declared with stage keys
+    // (requiresState: ['reception', …]) were compared to `status` ('open') and
+    // hidden in every row, so an OT could never be advanced from the UI.
+    if (stageField) {
+        const stage = row?.[stageField]
+        if (stage !== undefined && stage !== null && stage !== '') return stage
+    }
     const status = row?.status
     if (status !== undefined && status !== null && status !== '') return status
     const state = row?.state
@@ -264,10 +273,10 @@ const rowLifecycleState = (row: any): unknown => {
  *   - action without requiresState (or empty array)  → always shown.
  *   - row with neither `status` nor `state`          → all actions shown.
  */
-export const isActionAllowedForRowState = (action: any, row: any): boolean => {
+export const isActionAllowedForRowState = (action: any, row: any, stageField?: string): boolean => {
     const requires: unknown = action?.requiresState ?? action?.requires_state
     if (!Array.isArray(requires) || requires.length === 0) return true
-    const status = rowLifecycleState(row)
+    const status = rowLifecycleState(row, stageField)
     if (status === undefined) return true
     return requires.map(String).includes(String(status))
 }
@@ -341,8 +350,16 @@ export const isActionConditionMet = (action: any, row: any): boolean => {
  * (`requiresState`) AND the declarative `condition` must pass. Shared by the
  * table's action column and the kanban card menu so they hide/show identically.
  */
-export const isRowActionVisible = (action: any, row: any): boolean =>
-    isActionAllowedForRowState(action, row) && isActionConditionMet(action, row)
+export const isRowActionVisible = (action: any, row: any, stageField?: string): boolean =>
+    isActionAllowedForRowState(action, row, stageField) && isActionConditionMet(action, row)
+
+/**
+ * The column a model's `requiresState` gates read: the served `stage_field`
+ * (or, for hosts that predate it, the `group_by` of a model with stages).
+ * Undefined → the historical `status` / `state` lookup.
+ */
+export const lifecycleStageField = (metadata: any): string | undefined =>
+    metadata?.stage_field ?? metadata?.stageField ?? (metadata?.stages?.length ? metadata?.group_by : undefined)
 
 const lowerFirst = (value?: string) => {
     if (!value) return value
@@ -1564,7 +1581,7 @@ export function makeDefaultGetDynamicColumns(
                             </DropdownMenuTrigger>
                             <DropdownMenuContent align="end">
                                 {resolvedActions
-                                    .filter((action) => isRowActionVisible(action, row.original))
+                                    .filter((action) => isRowActionVisible(action, row.original, lifecycleStageField(metadata)))
                                     .map((action) => (
                                         <RowActionMenuItem
                                             key={action.key}

package/src/dynamic-crud-page.tsx

@@ -33,7 +33,7 @@ import { useApi } from './api-context'
 import { useMetadataCache } from './metadata-cache'
 import { DynamicTable } from './dynamic-table'
 import { DynamicRecordDialog } from './dialogs/dynamic-record'
-import { DocumentFormDialog, resolveDocumentForms } from './document-form-dialog'
+import { DocumentFormDialog, resolveDocumentForms, scopeDocumentFormsToFilter } from './document-form-dialog'
 import { ExportDialog } from './dialogs/export'
 import { ImportDialog } from './dialogs/import'
 import { getModelExtension } from './model-extension-registry'
@@ -96,6 +96,12 @@ export interface DynamicCRUDPageProps {
      * with neither, the generic record dialog is used as before.
      */
     documentForms?: DocumentFormsManifest
+    /**
+     * Filtro fijo de la vista (el `filter` del nav). Si va sobre el `type_field`
+     * del alta guiada, «Crear» abre ese tipo directo o se oculta cuando no hay
+     * formulario para él.
+     */
+    filter?: Record<string, string>
 }
 
 /**
@@ -119,6 +125,7 @@ export function DynamicCRUDPage(props: DynamicCRUDPageProps) {
         classes,
         onChange,
         documentForms,
+        filter,
     } = props
 
     const strings = { ...defaultStrings, ...(i18n ?? {}) }
@@ -189,11 +196,22 @@ export function DynamicCRUDPage(props: DynamicCRUDPageProps) {
     // (useCan defaults to always-true), in which case create/export/import
     // require `lowercase(model).create|export|import`.
     const can = useCan()
-    const showCreate = primary.showGenericCreate && can(modelCapability(model, 'create'))
+    const scoped = scopeDocumentFormsToFilter(resolveDocumentForms(metadata, documentForms), filter)
+    const guidedForms = scoped.forms
+    const showCreate = primary.showGenericCreate && !scoped.hideCreate && can(modelCapability(model, 'create'))
     const showImport = enableCRUD && !effectiveHideImport && can(modelCapability(model, 'import'))
     const showExport = !effectiveHideExport && can(modelCapability(model, 'export'))
     const showRefresh = !effectiveHideRefresh
-    const guidedForms = resolveDocumentForms(metadata, documentForms)
+
+    // El mismo filtro acota la tabla (forma `eq:<valor>` que espera DynamicTable).
+    const filterKey = filter ? JSON.stringify(filter) : ''
+    const tableFilters = useMemo(() => {
+        if (!filter || Object.keys(filter).length === 0) return undefined
+        return Object.fromEntries(
+            Object.entries(filter).map(([k, v]) => [k, String(v).includes(':') ? String(v) : `eq:${v}`]),
+        )
+        // eslint-disable-next-line react-hooks/exhaustive-deps
+    }, [filterKey])
 
     const handleRefresh = useCallback(() => {
         setRefreshKey((k) => k + 1)
@@ -278,6 +296,7 @@ export function DynamicCRUDPage(props: DynamicCRUDPageProps) {
                         model={model}
                         endpoint={dataEndpoint}
                         refreshTrigger={refreshKey}
+                        defaultFilters={tableFilters}
                     />
                 </div>
             </div>

package/src/dynamic-form-schema.ts

@@ -107,12 +107,25 @@ export function computeLineItemTotals(
     field: ActionFieldDef,
     rows: any[] | undefined,
 ): Record<string, number> {
-    const cols = getItemFields(field).filter((c) => c.total)
+    const itemFields = getItemFields(field)
+    const cols = itemFields.filter((c) => c.total)
+    // A `total` UNIT PRICE column on a grid with a quantity and no line amount
+    // column sums the line amounts (qty × price − discount): adding unit prices
+    // is meaningless once a quantity exists (2 × 750 footed 750, not 1500).
+    const qtyKey = firstKey(itemFields, LINE_QTY_KEYS)
+    const lineValued = !!qtyKey && !firstKey(itemFields, LINE_AMOUNT_KEYS)
+    const discountKey = firstKey(itemFields, LINE_DISCOUNT_KEYS)
     const totals: Record<string, number> = {}
     for (const c of cols) totals[c.key] = 0
     if (Array.isArray(rows)) {
         for (const row of rows) {
-            for (const c of cols) totals[c.key] += toNumber(row?.[c.key])
+            for (const c of cols) {
+                const v = toNumber(row?.[c.key])
+                totals[c.key] +=
+                    lineValued && LINE_PRICE_KEYS.has(c.key)
+                        ? toNumber(row?.[qtyKey!]) * v - (discountKey ? toNumber(row?.[discountKey]) : 0)
+                        : v
+            }
         }
     }
     for (const k of Object.keys(totals)) totals[k] = Math.round(totals[k] * 100) / 100