@asteby/metacore-runtime-react 49.2.0 → 49.3.0

package/CHANGELOG.md

@@ -1,5 +1,40 @@
 # @asteby/metacore-runtime-react
 
+## 49.3.0
+
+### Minor Changes
+
+- 12b6d10: DocumentEditor «Cargar desde…»: al precargar solo lo pendiente de un renglón, el descuento en importe (`discount_mode: amount`) se prorratea a esa cantidad (cotización de 6 piezas con $1,200 de descuento y 4 pendientes → $800), en vez de arrastrar el importe completo y chocar con «El descuento no puede superar el importe». Un descuento en porcentaje no cambia. Avisos de carga en español más claro («con lo que falta · ya completos (omitidos)», «Documento de origen»).
+
+### Patch Changes
+
+- 0a64839: DocumentEditor: los selects con opciones condicionadas (`options[].when`) solo ofrecen las que aplican y ajustan solos un valor que dejó de aplicar.
+
+  Con método de pago PPD, la forma de pago pasa sola a «99 · Por definir» (la única que aplica) y el alta de la factura lleva los dos valores; al volver a PUE regresa al default del campo. Vale igual si el cambio viene de la contraparte o de «Cargar desde…».
+
+- 0a64839: DocumentEditor: «Cargar desde» venta, OT o cotización deja el cliente elegido y los selectores muestran nombre o folio, no el UUID.
+
+  - La cabecera del origen (`sources[].header`, p. ej. `customer_id`, y `link_field`) se carga antes que los renglones, así que el cliente y su tarjeta llegan aunque los renglones del origen fallen.
+  - Los selectores que el editor llena por código (cliente, documento origen, «Factura a abonar» de la NC) se siembran con la etiqueta que ya conoce: el objeto hermano `{value,label}` que sirve el host, el nombre de la contraparte cargada o el folio del origen. El selector «Cargar desde…» también muestra el folio.
+  - La vista previa local muestra esas etiquetas, y un campo con `options` en objeto ya no rompe el resumen.
+
+## 49.2.2
+
+### Patch Changes
+
+- 4915386: `options[].when` también valida, no solo filtra el formulario genérico. El validador del cliente (`validateValues`) marca como `invalid_option` una opción que su `when` descarta con el valor actual del campo hermano (forma de pago «99» con método PUE, o PPD con una forma distinta de «99»), igual que el kernel al guardar. Las celdas de renglón se evalúan contra su renglón y el encabezado. `renderField` —el render compartido del DocumentEditor, del diálogo de document_forms y de los modales de acción— solo ofrece las opciones que aplican y marca en el acto un valor ya elegido que dejó de aplicar. `applyOptionWhen` y `getDependsOn` pasan a `option-when.ts` (se siguen exportando desde `dynamic-form-schema`).
+
+## 49.2.1
+
+### Patch Changes
+
+- c4a7056: «Nota de crédito» / crear-desde: navega con /m/$model + search (abre el editor con la factura, no solo la lista).
+- c4a7056: DocumentEditor: «Cargar desde» venta, OT o cotización deja el cliente elegido y los selectores muestran nombre o folio, no el UUID.
+
+  - La cabecera del origen (`sources[].header`, p. ej. `customer_id`, y `link_field`) se carga antes que los renglones, así que el cliente y su tarjeta llegan aunque los renglones del origen fallen.
+  - Los selectores que el editor llena por código (cliente, documento origen, «Factura a abonar» de la NC) se siembran con la etiqueta que ya conoce: el objeto hermano `{value,label}` que sirve el host, el nombre de la contraparte cargada o el folio del origen. El selector «Cargar desde…» también muestra el folio.
+  - La vista previa local muestra esas etiquetas, y un campo con `options` en objeto ya no rompe el resumen.
+
 ## 49.2.0
 
 ### Minor Changes

package/dist/action-modal-dispatcher.d.ts.map

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package/dist/action-modal-dispatcher.js

@@ -39,7 +39,7 @@ import { DynamicRelations } from './dynamic-relations';
 import { DynamicSelectField } from './dynamic-select-field';
 import { DynamicDateField } from './dynamic-date-field';
 import { UploadField } from './upload-field';
-import { isLineItemsField, resolveWidget, resolveDependsValue, getDependsOn, getFieldRef } from './dynamic-form-schema';
+import { isLineItemsField, resolveWidget, resolveDependsValue, getDependsOn, getFieldRef, applyOptionWhen } from './dynamic-form-schema';
 import { FieldGrid, FieldCell, FieldLabel } from './field-grid';
 import { useMetadataCache } from './metadata-cache';
 import { ViewValue, objectLabel, relationSiblingValue, isLineItemsField as isRecordLineItemsField, } from './dialogs/dynamic-record';
@@ -1194,8 +1194,17 @@ formValues, record, fieldErrors) {
     switch (widget) {
         case 'textarea':
             return _jsx(Textarea, { id: field.key, value: value || '', onChange: (e) => onChange(e.target.value), placeholder: field.placeholder, "aria-invalid": invalid || undefined, className: invalidCls || undefined });
-        case 'select':
-            return (_jsxs(Select, { value: value || '', onValueChange: onChange, children: [_jsx(SelectTrigger, { className: 'w-full' + (invalidCls ? ` ${invalidCls}` : ''), "aria-invalid": invalid || undefined, children: _jsx(SelectValue, { placeholder: field.placeholder || 'Seleccionar...' }) }), _jsx(SelectContent, { children: field.options?.map((opt) => _jsx(SelectItem, { value: opt.value, children: opt.label }, opt.value)) })] }));
+        case 'select': {
+            // Opciones condicionadas por un campo hermano (`options[].when`, p. ej.
+            // forma de pago «99» solo con método PPD): solo se ofrecen las que
+            // aplican, y un valor ya elegido que dejó de aplicar se marca en el
+            // acto (el validador y el kernel lo rechazan como invalid_option).
+            const options = formValues ? applyOptionWhen(field.options, formValues, getDependsOn(field)) : field.options ?? [];
+            const stale = !!value && !options.some((o) => String(o.value) === String(value));
+            const selectInvalid = invalid || stale;
+            const selectCls = selectInvalid ? 'border-destructive ring-1 ring-destructive/30 focus-visible:ring-destructive' : '';
+            return (_jsxs(Select, { value: stale ? '' : value || '', onValueChange: onChange, children: [_jsx(SelectTrigger, { className: 'w-full' + (selectCls ? ` ${selectCls}` : ''), "aria-invalid": selectInvalid || undefined, "data-stale-option": stale || undefined, children: _jsx(SelectValue, { placeholder: field.placeholder || 'Seleccionar...' }) }), _jsx(SelectContent, { children: options.map((opt) => _jsx(SelectItem, { value: opt.value, children: opt.label }, opt.value)) })] }));
+        }
         case 'switch':
             return _jsx(Switch, { id: field.key, checked: !!value, onCheckedChange: onChange });
         case 'number':

package/dist/business/document-editor-model.d.ts

@@ -44,6 +44,16 @@ export declare function splitEditorFields(fields: readonly ActionFieldDef[], opt
 export declare function friendlyOptionLabel(label: string): string;
 /** El mismo campo con sus opciones en formato «texto · código». */
 export declare function withFriendlyOptions(f: ActionFieldDef): ActionFieldDef;
+/** Opciones del select que aplican con los valores actuales (`options[].when`). */
+export declare function gatedOptions(f: ActionFieldDef, values: Record<string, unknown>): ActionFieldDef;
+/**
+ * Selects con opciones condicionadas (`options[].when`, p. ej. forma de pago
+ * «99» solo con método PPD): cuando el valor actual deja de aplicar —o está
+ * vacío y solo queda una opción— devuelve el que toca. Una sola opción
+ * permitida se elige sola; si hay varias, el default del campo si aplica; si
+ * no, vacío. Sin cambios devuelve `{}`, así que aplicarlo converge.
+ */
+export declare function gatedOptionFixes(fields: readonly ActionFieldDef[], values: Record<string, unknown>): Record<string, unknown>;
 /**
  * Defaults del encabezado que salen de la contraparte: los campos de extensión
  * con la MISMA clave en ambos modelos (p. ej. `fiscal_data.uso_cfdi` de Customer
@@ -80,7 +90,8 @@ export declare function creditStatus(party: Record<string, any> | null, cols: {
  *
  * Con `remaining_quantity` (lo sirve el host: cantidad − lo ya facturado o
  * devuelto) la cantidad sugerida y el tope son lo pendiente y los renglones ya
- * cubiertos se omiten. Cada línea guarda `source_line_id` para el vínculo.
+ * cubiertos se omiten; un descuento en importe se prorratea a lo pendiente (un
+ * porcentaje no cambia). Cada línea guarda `source_line_id` para el vínculo.
  */
 export declare function linesFromSource(rows: unknown, map?: Record<string, string>, opts?: {
     kind?: DocumentFormLines['kind'];
@@ -96,6 +107,27 @@ export declare function sourceLoadSummary(rows: unknown): {
 };
 /** Fuente que precarga desde lo pendiente servido por el host (no desde la relación cruda). */
 export declare function sourceTracksRemaining(src: Pick<DocumentFormSource, 'line_link_field' | 'remaining_qty_field' | 'remaining_endpoint'>): boolean;
+/** Opción ya resuelta de un selector de la cabecera que el editor llenó por código. */
+export interface SeedLabel {
+    value: string;
+    label: string;
+}
+/** Nombre visible de un registro: la columna declarada por el campo, luego folio/nombre. */
+export declare function recordLabel(rec: Record<string, any> | null | undefined, preferred?: string): string | undefined;
+/**
+ * Etiquetas de lo que «Cargar desde…» escribe en la cabecera, para que el
+ * selector muestre el nombre y no el UUID sin abrirse:
+ *  - `header` (`customer_id ← customer_id`): el objeto hermano `{value,label}`
+ *    que el host sirve junto a la FK (`customer`);
+ *  - `link_field`: el propio documento origen, con su folio.
+ */
+export declare function sourceHeaderSeeds(src: Pick<DocumentFormSource, 'header' | 'link_field'>, rec: Record<string, any>, id: string, fields?: readonly ActionFieldDef[]): Record<string, SeedLabel>;
+/**
+ * Registro para `renderField` con las etiquetas sembradas como objeto hermano
+ * (`customer_id` → `customer: {value,label}`), el mismo contrato que sirve el
+ * host en una fila. Conserva el registro desde el que se abrió.
+ */
+export declare function seedRecord(seeds: Record<string, SeedLabel>, record?: Record<string, any>): Record<string, any> | undefined;
 export interface EditorIssue {
     field?: string;
     severity: 'error' | 'warning';

package/dist/business/document-editor-model.d.ts.map

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package/dist/business/document-editor-model.js

@@ -6,6 +6,7 @@
 import { roundMoney, toAmount } from './format';
 import { computeTotals, makeLine } from './line-items';
 import { optionPassesRule, getOptionFilter } from '../option-filter';
+import { applyOptionWhen, getDependsOn } from '../dynamic-form-schema';
 export const EXTENSION_PREFIX = 'fiscal_data.';
 /** Secciones de campo que el editor pliega en «Opciones fiscales». */
 const ADVANCED_SECTIONS = new Set(['fiscal', 'advanced']);
@@ -93,6 +94,42 @@ export function withFriendlyOptions(f) {
         return f;
     return { ...f, options: f.options.map((o) => ({ ...o, label: friendlyOptionLabel(String(o.label ?? o.value)) })) };
 }
+/** Select estático con alguna opción condicionada por otro campo (`options[].when`). */
+function isGatedSelect(f) {
+    return Array.isArray(f.options) && f.options.some((o) => !!o?.when);
+}
+/** Opciones del select que aplican con los valores actuales (`options[].when`). */
+export function gatedOptions(f, values) {
+    if (!isGatedSelect(f))
+        return f;
+    return { ...f, options: applyOptionWhen(f.options, values, getDependsOn(f)) };
+}
+/**
+ * Selects con opciones condicionadas (`options[].when`, p. ej. forma de pago
+ * «99» solo con método PPD): cuando el valor actual deja de aplicar —o está
+ * vacío y solo queda una opción— devuelve el que toca. Una sola opción
+ * permitida se elige sola; si hay varias, el default del campo si aplica; si
+ * no, vacío. Sin cambios devuelve `{}`, así que aplicarlo converge.
+ */
+export function gatedOptionFixes(fields, values) {
+    const out = {};
+    for (const f of fields) {
+        if (!isGatedSelect(f))
+            continue;
+        const allowed = applyOptionWhen(f.options, values, getDependsOn(f));
+        const cur = values[f.key];
+        const ok = (v) => hasValue(v) && allowed.some((o) => String(o.value) === String(v));
+        if (ok(cur))
+            continue;
+        if (!hasValue(cur) && allowed.length !== 1)
+            continue;
+        const def = declaredDefault(f);
+        const next = allowed.length === 1 ? allowed[0].value : ok(def) ? def : '';
+        if (String(next ?? '') !== String(cur ?? ''))
+            out[f.key] = next;
+    }
+    return out;
+}
 /**
  * Defaults del encabezado que salen de la contraparte: los campos de extensión
  * con la MISMA clave en ambos modelos (p. ej. `fiscal_data.uso_cfdi` de Customer
@@ -159,7 +196,8 @@ export function creditStatus(party, cols, documentTotal) {
  *
  * Con `remaining_quantity` (lo sirve el host: cantidad − lo ya facturado o
  * devuelto) la cantidad sugerida y el tope son lo pendiente y los renglones ya
- * cubiertos se omiten. Cada línea guarda `source_line_id` para el vínculo.
+ * cubiertos se omiten; un descuento en importe se prorratea a lo pendiente (un
+ * porcentaje no cambia). Cada línea guarda `source_line_id` para el vínculo.
  */
 export function linesFromSource(rows, map = {}, opts = {}) {
     if (!Array.isArray(rows))
@@ -193,8 +231,16 @@ export function linesFromSource(rows, map = {}, opts = {}) {
         });
         // El descuento del origen se lee en la unidad del documento (importe en
         // modelos cuyo subtotal resta un monto).
-        if (opts.discountMode === 'amount')
+        if (opts.discountMode === 'amount') {
             line.discount_kind = 'amount';
+            // Un importe es de TODO el renglón de origen: al cargar solo lo
+            // pendiente se prorratea a esa cantidad (4 llantas con $400 de
+            // descuento, 1 pendiente → $100), si no superaría el importe.
+            const sourceQty = toAmount(r.source_quantity ?? get('quantity'));
+            if (pending != null && sourceQty > 0 && pending < sourceQty) {
+                line.discount = roundMoney((toAmount(line.discount) * pending) / sourceQty);
+            }
+        }
         if (pending != null)
             line.max_quantity = pending;
         else if (opts.kind === 'credit')
@@ -248,6 +294,62 @@ export function sourceLoadSummary(rows) {
 export function sourceTracksRemaining(src) {
     return !!(src.line_link_field || src.remaining_qty_field || src.remaining_endpoint);
 }
+/** Columnas con las que se nombra un documento (folio antes que nombre). */
+const DOCUMENT_LABEL_COLUMNS = ['number', 'folio', 'order_number', 'name', 'title', 'code'];
+function declaredOptionLabel(f) {
+    const opts = f?.options;
+    const l = opts && !Array.isArray(opts) && typeof opts === 'object' ? opts.label : undefined;
+    return typeof l === 'string' && l ? l : undefined;
+}
+/** Nombre visible de un registro: la columna declarada por el campo, luego folio/nombre. */
+export function recordLabel(rec, preferred) {
+    if (!rec)
+        return undefined;
+    for (const c of preferred ? [preferred, ...DOCUMENT_LABEL_COLUMNS] : DOCUMENT_LABEL_COLUMNS) {
+        const v = rec[c];
+        if ((typeof v === 'string' && v.trim()) || typeof v === 'number')
+            return String(v);
+    }
+    return undefined;
+}
+/**
+ * Etiquetas de lo que «Cargar desde…» escribe en la cabecera, para que el
+ * selector muestre el nombre y no el UUID sin abrirse:
+ *  - `header` (`customer_id ← customer_id`): el objeto hermano `{value,label}`
+ *    que el host sirve junto a la FK (`customer`);
+ *  - `link_field`: el propio documento origen, con su folio.
+ */
+export function sourceHeaderSeeds(src, rec, id, fields = []) {
+    const out = {};
+    for (const [to, from] of Object.entries(src.header ?? {})) {
+        if (!from.endsWith('_id'))
+            continue;
+        const v = refValue(rec[from]);
+        const label = refLabel(rec[from]) ?? refLabel(rec[from.slice(0, -3)]);
+        if (v && label)
+            out[to] = { value: v, label };
+    }
+    if (src.link_field) {
+        const label = recordLabel(rec, declaredOptionLabel(fields.find((f) => f.key === src.link_field)));
+        if (label)
+            out[src.link_field] = { value: id, label };
+    }
+    return out;
+}
+/**
+ * Registro para `renderField` con las etiquetas sembradas como objeto hermano
+ * (`customer_id` → `customer: {value,label}`), el mismo contrato que sirve el
+ * host en una fila. Conserva el registro desde el que se abrió.
+ */
+export function seedRecord(seeds, record) {
+    const keys = Object.keys(seeds).filter((k) => k.endsWith('_id'));
+    if (keys.length === 0)
+        return record;
+    const out = { ...(record ?? {}) };
+    for (const k of keys)
+        out[k.slice(0, -3)] = seeds[k];
+    return out;
+}
 /** Revisión local (instantánea) de los renglones. Sin ruido: solo lo que hay que mirar. */
 export function localIssues(lines, opts = {}) {
     const issues = [];
@@ -267,7 +369,7 @@ export function localIssues(lines, opts = {}) {
             issues.push({
                 field: `lines.${i}`,
                 severity: 'error',
-                message: `Renglón ${i + 1}: la cantidad excede lo pendiente del documento origen (${l.max_quantity}).`,
+                message: `Renglón ${i + 1}: la cantidad excede lo pendiente del documento origen (quedan ${l.max_quantity}).`,
             });
         }
         if (opts.requireTax && toAmount(l.tax_rate) === 0) {

package/dist/business/document-editor.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"document-editor.d.ts","sourceRoot":"","sources":["../../src/business/document-editor.tsx"],"names":[],"mappings":"AA4BA,OAAO,EAAqB,KAAK,sBAAsB,EAAwB,MAAM,qBAAqB,CAAA;AAkD1G,OAAO,KAAK,EAAsC,gBAAgB,EAAE,qBAAqB,EAAE,MAAM,UAAU,CAAA;AAE3G,MAAM,WAAW,mBAAmB;IAChC,KAAK,EAAE,MAAM,CAAA;IACb,+DAA+D;IAC/D,QAAQ,CAAC,EAAE,MAAM,CAAA;IACjB,KAAK,EAAE,qBAAqB,CAAA;IAC5B,IAAI,EAAE,gBAAgB,CAAA;IACtB,sFAAsF;IACtF,MAAM,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,GAAG,CAAC,CAAA;IAC5B,oEAAoE;IACpE,aAAa,CAAC,EAAE;QAAE,GAAG,EAAE,MAAM,CAAC;QAAC,EAAE,EAAE,MAAM,CAAA;KAAE,CAAA;IAC3C,OAAO,CAAC,EAAE,CAAC,MAAM,CAAC,EAAE,OAAO,KAAK,IAAI,CAAA;IACpC,QAAQ,EAAE,MAAM,IAAI,CAAA;IACpB,cAAc,CAAC,EAAE,sBAAsB,CAAC,QAAQ,CAAC,CAAA;IACjD,+EAA+E;IAC/E,YAAY,CAAC,EAAE,MAAM,CAAA;IACrB,cAAc,CAAC,EAAE,MAAM,CAAA;IACvB,QAAQ,CAAC,EAAE,MAAM,CAAA;IACjB,6DAA6D;IAC7D,KAAK,CAAC,EAAE,IAAI,CAAA;IACZ;;;;OAIG;IACH,UAAU,CAAC,EAAE,OAAO,CAAA;CACvB;AAID,wBAAgB,cAAc,CAAC,EAC3B,KAAK,EACL,QAAQ,EACR,KAAK,EACL,IAAI,EACJ,MAAM,EACN,aAAa,EACb,OAAO,EACP,QAAQ,EACR,cAAc,EACd,YAAY,EACZ,cAAc,EACd,QAAQ,EACR,KAAK,EACL,UAAkB,GACrB,EAAE,mBAAmB,+BAwuBrB"}

package/dist/business/document-editor.js

@@ -31,7 +31,7 @@ import { DocumentLinesGrid } from './line-items-editor';
 import { computeTotals, serializeLineItems, taxBreakdown } from './line-items';
 import { roundMoney, toAmount, useFormatter } from './format';
 import { createCatalogProductSearch } from './catalog-product-search';
-import { allocationAmountField, allocationIssueMessages, allocationPayload, creditStatus, editorLinesConfig, linesFromSource, localIssues, sourceLoadSummary, sourceTracksRemaining, partyDefaults, partySummaryRows, splitEditorFields, toOpenDocuments, friendlyOptionLabel, withFriendlyOptions, } from './document-editor-model';
+import { allocationAmountField, allocationIssueMessages, allocationPayload, creditStatus, editorLinesConfig, linesFromSource, localIssues, sourceLoadSummary, sourceTracksRemaining, partyDefaults, partySummaryRows, recordLabel, seedRecord, sourceHeaderSeeds, splitEditorFields, toOpenDocuments, friendlyOptionLabel, gatedOptionFixes, gatedOptions, withFriendlyOptions, } from './document-editor-model';
 import { CollapsibleSection, DraftPreview, EditorSection, PartyCard, PreviewPanel, TotalsPanel, ValidationChecklist, } from './document-editor-panels';
 import { PaymentAllocator } from './payment-allocator';
 import { actionErrorBannerMessage, buildFieldDefaults, prefillFromFieldRelationRequest, renderField } from '../action-modal-dispatcher';
@@ -65,6 +65,9 @@ export function DocumentEditor({ model, endpoint, forms, type, record, initialSo
     const [extFields, setExtFields] = useState([]);
     const [party, setParty] = useState(null);
     const [partyLabels, setPartyLabels] = useState({});
+    // Etiquetas de los selectores que el editor llena por código (contraparte y
+    // documento origen de «Cargar desde…»): sin ellas el selector cerrado pinta el UUID.
+    const [seeds, setSeeds] = useState({});
     const [openDocs, setOpenDocs] = useState([]);
     const [docsLoading, setDocsLoading] = useState(false);
     const [alloc, setAlloc] = useState({ strategy: 'oldest_due_first', manual: {} });
@@ -84,6 +87,7 @@ export function DocumentEditor({ model, endpoint, forms, type, record, initialSo
     // renglón para que el servidor descuente lo ya facturado/devuelto y valide.
     const [loadedSource, setLoadedSource] = useState(null);
     const [sourceNote, setSourceNote] = useState();
+    const [sourceSeed, setSourceSeed] = useState(null);
     const relCache = useRef(new Map());
     const taxRate = defaultTaxRate ?? orgTaxRate;
     const search = useMemo(() => searchProducts ?? createCatalogProductSearch(api, { model: productModel, defaultTaxRate: taxRate }), [searchProducts, api, productModel, taxRate]);
@@ -115,6 +119,15 @@ export function DocumentEditor({ model, endpoint, forms, type, record, initialSo
     const allFields = useMemo(() => [...(groups.party ? [groups.party] : []), ...groups.essential, ...groups.advanced, ...groups.notes], [groups]);
     const fieldKeys = useRef([]);
     fieldKeys.current = allFields.map((f) => f.key);
+    // Opciones condicionadas (`options[].when`): al cambiar el campo del que
+    // dependen —a mano, por la contraparte o por «Cargar desde…»— el valor que
+    // dejó de aplicar se ajusta solo (método PPD → forma de pago 99) y viaja así
+    // en el alta, no solo en el diálogo de timbrado.
+    useEffect(() => {
+        const fixes = gatedOptionFixes(allFields, header);
+        if (Object.keys(fixes).length > 0)
+            setHeader((h) => ({ ...h, ...gatedOptionFixes(allFields, h) }));
+    }, [allFields, header]);
     // Contraparte: tarjeta + defaults de las extensiones con la misma clave.
     const partyId = type.party ? header[type.party.field] : undefined;
     useEffect(() => {
@@ -132,6 +145,11 @@ export function DocumentEditor({ model, endpoint, forms, type, record, initialSo
                 return;
             setParty(rec);
             setHeader((h) => ({ ...h, ...partyDefaults(rec, fieldKeys.current, h) }));
+            const label = recordLabel(rec, 'name') ?? recordLabel(rec, 'legal_name');
+            if (label && type.party) {
+                const key = type.party.field;
+                setSeeds((s) => ({ ...s, [key]: { value: String(partyId), label } }));
+            }
         })
             .catch(() => !cancelled && setParty(null));
         return () => {
@@ -294,6 +312,28 @@ export function DocumentEditor({ model, endpoint, forms, type, record, initialSo
             return;
         setBusy('source');
         try {
+            // Cabecera primero (cliente, moneda, vínculo): llega aunque los
+            // renglones del origen fallen, y la tarjeta del cliente se carga.
+            if (src.header || src.link_field) {
+                const h = await api.get(`/data/${src.model}`, { params: { f_id: `eq:${id}`, per_page: 1 } });
+                const rec = ((h?.data?.data ?? [])[0] ?? {});
+                setHeader((prev) => {
+                    const next = { ...prev };
+                    for (const [to, from] of Object.entries(src.header ?? {})) {
+                        const v = rec[from];
+                        if (v == null || v === '')
+                            continue;
+                        next[to] = typeof v === 'object' && !Array.isArray(v) ? v.value ?? v.id ?? v : v;
+                    }
+                    if (src.link_field)
+                        next[src.link_field] = id;
+                    return next;
+                });
+                const seeded = sourceHeaderSeeds(src, rec, id, type.fields);
+                setSeeds((s) => ({ ...s, ...seeded }));
+                const label = src.link_field ? seeded[src.link_field]?.label : recordLabel(rec);
+                setSourceSeed(label ? { value: id, label } : null);
+            }
             if (!isAllocation) {
                 const rows = await fetchSourceRows(src, id);
                 const loaded = linesFromSource(rows, src.map, { kind, discountMode: lineCfg.discount_mode, defaultTaxRate: taxRate });
@@ -303,29 +343,16 @@ export function DocumentEditor({ model, endpoint, forms, type, record, initialSo
                 setLinesFromSourceDoc(kind === 'credit');
                 setSourceNote(loaded.length === 0 && covered > 0
                     ? t('documentEditor.source_all_covered', {
-                        defaultValue: 'Todo el documento ya está registrado en otros documentos; no queda nada pendiente.',
+                        defaultValue: 'Ese documento ya se registró completo; no queda nada pendiente.',
                     })
                     : covered > 0
                         ? t('documentEditor.source_loaded_partial', {
-                            defaultValue: '{{count}} renglones con lo pendiente · {{covered}} ya cubiertos se omitieron',
+                            defaultValue: '{{count}} renglones con lo que falta · {{covered}} ya completos (omitidos)',
                             count: loaded.length,
                             covered,
                         })
                         : t('documentEditor.source_loaded', { defaultValue: '{{count}} renglones cargados', count: loaded.length }));
             }
-            if (src.header || src.link_field) {
-                const h = await api.get(`/data/${src.model}`, { params: { f_id: `eq:${id}`, per_page: 1 } });
-                const rec = ((h?.data?.data ?? [])[0] ?? {});
-                setHeader((prev) => {
-                    const next = { ...prev };
-                    for (const [to, from] of Object.entries(src.header ?? {}))
-                        if (rec[from] != null)
-                            next[to] = rec[from];
-                    if (src.link_field)
-                        next[src.link_field] = id;
-                    return next;
-                });
-            }
             setServerIssues([]);
         }
         catch (err) {
@@ -336,7 +363,7 @@ export function DocumentEditor({ model, endpoint, forms, type, record, initialSo
         finally {
             setBusy(null);
         }
-    }, [api, lineCfg, isAllocation, kind, t, fetchSourceRows, taxRate]);
+    }, [api, lineCfg, isAllocation, kind, t, fetchSourceRows, taxRate, type.fields]);
     // Prefill al abrir desde un documento origen (acción de fila «Crear NC», «Facturar venta»…).
     const autoLoaded = useRef(false);
     useEffect(() => {
@@ -454,7 +481,8 @@ export function DocumentEditor({ model, endpoint, forms, type, record, initialSo
         setHeader((h) => ({ ...h, [key]: value }));
         setFieldErrors((prev) => clearFieldErrorTree(prev, key));
     };
-    const fieldCell = (field, fullWidth = false) => visible(field) ? (_jsxs(FieldCell, { fullWidth: fullWidth, children: [_jsx(FieldLabel, { htmlFor: field.key, required: field.required, children: tl(field.label) }), renderField(withFriendlyOptions(field), header[field.key], (v) => updateField(field.key, v), header, undefined, fieldErrors), fieldErrors[field.key] && _jsx("p", { className: "mt-1 text-xs text-destructive", children: fieldErrors[field.key] })] }, field.key)) : null;
+    const fieldRecord = useMemo(() => seedRecord(seeds, record), [seeds, record]);
+    const fieldCell = (field, fullWidth = false) => visible(field) ? (_jsxs(FieldCell, { fullWidth: fullWidth, children: [_jsx(FieldLabel, { htmlFor: field.key, required: field.required, children: tl(field.label) }), renderField(withFriendlyOptions(gatedOptions(field, header)), header[field.key], (v) => updateField(field.key, v), header, fieldRecord, fieldErrors), fieldErrors[field.key] && _jsx("p", { className: "mt-1 text-xs text-destructive", children: fieldErrors[field.key] })] }, field.key)) : null;
     const summaryRows = partySummaryRows(party, type.party?.summary, {
         ...Object.fromEntries(Object.entries(partyLabels).map(([k, v]) => [k, tl(v)])),
         ...Object.fromEntries(allFields.map((f) => [f.key, tl(f.label)])),
@@ -465,7 +493,7 @@ export function DocumentEditor({ model, endpoint, forms, type, record, initialSo
         const v = header[f.key];
         if (v == null || v === '')
             return null;
-        const opt = f.options?.find((o) => String(o.value) === String(v));
+        const opt = Array.isArray(f.options) ? f.options.find((o) => String(o.value) === String(v)) : undefined;
         return opt ? String(opt.value) : String(v);
     })
         .filter(Boolean)
@@ -498,10 +526,10 @@ export function DocumentEditor({ model, endpoint, forms, type, record, initialSo
     // la suya local (encabezado, renglones y totales): sin borrador ni red.
     const localPreview = !previewEnabled && !type.preview && !!lineCfg && !isAllocation && kind !== 'credit';
     const essentials = (_jsxs(EditorSection, { slot: "editor-essentials", children: [_jsxs(FieldGrid, { children: [groups.party && fieldCell(groups.party), groups.essential.map((f) => fieldCell(f))] }), party && (_jsx(PartyCard, { name: party.name ?? party.legal_name, rows: summaryRows, credit: credit, fmt: fmt, children: partyContribs.map(({ id, component: C }) => (_jsx(C, { ...contribProps }, id))) }))] }));
-    const loadFrom = sources.length > 0 && !isAllocation && (_jsx(EditorSection, { slot: "load-from-source", title: t('documentEditor.load_from', { defaultValue: 'Cargar desde…' }), hint: busy === 'source' ? t('documentEditor.loading_source', { defaultValue: 'Cargando…' }) : sourceNote, children: _jsxs("div", { className: "flex flex-wrap items-center gap-2", children: [sources.length > 1 && (_jsx("div", { role: "radiogroup", "aria-label": t('documentEditor.source_kind', { defaultValue: 'Tipo de documento origen' }), className: "inline-flex flex-wrap gap-1 rounded-md border p-1", children: sources.map((s) => (_jsx("button", { type: "button", role: "radio", "aria-checked": s.key === sourceKey, "data-source-kind": s.key, onClick: () => {
+    const loadFrom = sources.length > 0 && !isAllocation && (_jsx(EditorSection, { slot: "load-from-source", title: t('documentEditor.load_from', { defaultValue: 'Cargar desde…' }), hint: busy === 'source' ? t('documentEditor.loading_source', { defaultValue: 'Cargando…' }) : sourceNote, children: _jsxs("div", { className: "flex flex-wrap items-center gap-2", children: [sources.length > 1 && (_jsx("div", { role: "radiogroup", "aria-label": t('documentEditor.source_kind', { defaultValue: 'Documento de origen' }), className: "inline-flex flex-wrap gap-1 rounded-md border p-1", children: sources.map((s) => (_jsx("button", { type: "button", role: "radio", "aria-checked": s.key === sourceKey, "data-source-kind": s.key, onClick: () => {
                             setSourceKey(s.key);
                             setSourceId('');
-                        }, className: `rounded px-3 py-1.5 text-sm transition-colors focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring ${s.key === sourceKey ? 'bg-primary/10 font-medium text-primary' : 'text-muted-foreground hover:bg-accent'}`, children: tl(s.label) }, s.key))) })), activeSource && (_jsx(SourcePicker, { source: activeSource, value: sourceId, header: header, label: tl(activeSource.label), onPick: (id) => {
+                        }, className: `rounded px-3 py-1.5 text-sm transition-colors focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring ${s.key === sourceKey ? 'bg-primary/10 font-medium text-primary' : 'text-muted-foreground hover:bg-accent'}`, children: tl(s.label) }, s.key))) })), activeSource && (_jsx(SourcePicker, { source: activeSource, value: sourceId, seed: sourceSeed, header: header, label: tl(activeSource.label), onPick: (id) => {
                         setSourceKey(activeSource.key);
                         setSourceId(id);
                         if (id)
@@ -519,15 +547,16 @@ export function DocumentEditor({ model, endpoint, forms, type, record, initialSo
                 .filter(visible)
                 .map((f) => {
                 const v = header[f.key];
-                const opt = f.options?.find((o) => String(o.value) === String(v));
-                return { label: tl(f.label), value: v == null || v === '' ? '' : opt ? friendlyOptionLabel(tl(String(opt.label ?? v))) : String(v) };
+                const opt = Array.isArray(f.options) ? f.options.find((o) => String(o.value) === String(v)) : undefined;
+                const seeded = seeds[f.key] && String(seeds[f.key].value) === String(v) ? seeds[f.key].label : undefined;
+                return { label: tl(f.label), value: v == null || v === '' ? '' : opt ? friendlyOptionLabel(tl(String(opt.label ?? v))) : seeded ?? String(v) };
             })
                 .filter((r) => r.value), lines: lines, totals: totalsRows, fmt: fmt }) })) : null;
     const checklist = _jsx(ValidationChecklist, { issues: shownIssues, title: t('documentEditor.review', { defaultValue: 'Revisa antes de guardar' }) });
     return (_jsxs("div", { className: "flex min-h-0 flex-1 flex-col", "data-slot": "document-editor", "data-kind": kind, "data-layout": fullscreen ? 'fullscreen' : 'dialog', children: [fullscreen ? (_jsxs("div", { className: "-mx-1 min-h-0 flex-1 overflow-y-auto px-1 py-2 lg:grid lg:grid-cols-[minmax(0,1fr)_340px] lg:gap-8", children: [_jsxs("div", { className: "min-w-0 space-y-8", "data-slot": "editor-main", children: [_jsx(FormErrorBanner, { message: formError }), essentials, loadFrom, linesSection, advanced, contributedSections, notes] }), _jsxs("aside", { className: "mt-8 space-y-6 lg:sticky lg:top-0 lg:mt-0 lg:self-start", "data-slot": "editor-aside", children: [_jsx("div", { className: "rounded-lg border p-4", children: totalsPanel }), checklist, previewSection] })] })) : (_jsxs("div", { className: "-mx-1 min-h-0 flex-1 space-y-8 overflow-y-auto px-1 py-2", children: [_jsx(FormErrorBanner, { message: formError }), essentials, loadFrom, linesSection, advanced, contributedSections, notes, previewSection, checklist] })), _jsxs("footer", { className: "flex shrink-0 flex-wrap items-center justify-end gap-2 border-t pt-4", "data-slot": "editor-actions", children: [footerContribs.map(({ id, component: C }) => (_jsx(C, { ...contribProps }, id))), _jsx(Button, { type: "button", variant: "ghost", onClick: onCancel, disabled: busy === 'save', children: t('common.cancel', { defaultValue: 'Cancelar' }) }), _jsxs(Button, { type: "button", "data-primary": "true", onClick: () => void submit(), disabled: busy !== null, children: [busy === 'save' && _jsx(Loader2, { className: "mr-2 size-4 animate-spin", "aria-hidden": true }), type.submit_label ? tl(type.submit_label) : t('common.save', { defaultValue: 'Guardar' })] })] })] }));
 }
 /** Selector del documento origen (mismo widget de relación que el resto de formularios). */
-function SourcePicker({ source, value, header, label, onPick, }) {
+function SourcePicker({ source, value, seed, header, label, onPick, }) {
     const field = useMemo(() => ({
         key: `__source_${source.key}`,
         label,
@@ -535,5 +564,5 @@ function SourcePicker({ source, value, header, label, onPick, }) {
         ref: source.model,
         option_filter: source.option_filter,
     }), [source, label]);
-    return (_jsx("div", { className: "min-w-[240px] flex-1", "data-source": source.key, children: renderField(field, value, (v) => onPick(v == null || v === '' ? '' : String(v)), header) }));
+    return (_jsx("div", { className: "min-w-[240px] flex-1", "data-source": source.key, children: renderField(field, value, (v) => onPick(v == null || v === '' ? '' : String(v)), header, seed ? { id: seed.value, label: seed.label } : undefined) }));
 }

package/dist/dynamic-form-schema.d.ts

@@ -1,5 +1,7 @@
 import { z } from 'zod';
-import type { ActionFieldDef, FieldOptionsConfig, OptionDef, VisibleWhen } from './types';
+import type { ActionFieldDef, FieldOptionsConfig, VisibleWhen } from './types';
+import { applyOptionWhen, getDependsOn } from './option-when';
+export { applyOptionWhen, getDependsOn };
 /**
  * Apps register validator implementations by slug. The slug is the value
  * `OrgConfig.validators[<key>]` returns for a $org.<key> reference.
@@ -81,14 +83,6 @@ export declare function resolveWidget(field: ActionFieldDef): string;
 export declare function getFieldRef(field: ActionFieldDef): string | undefined;
 /** True when a field declares an FK target the SDK can resolve options against. */
 export declare function fieldHasRef(field: ActionFieldDef): boolean;
-/**
- * Resolves a field's cascade dependency — the key of another form field whose
- * current value scopes this picker's options (`filter_value`). Tolerates the
- * camelCase `dependsOn` (authored SDK shape) and the snake_case `depends_on`
- * the kernel manifest serves. Returns the trimmed field key, or `undefined`
- * when the field declares no dependency.
- */
-export declare function getDependsOn(field: ActionFieldDef): string | undefined;
 /**
  * Resolves the cascade `filter_value` for a field from the surrounding form
  * context. The depended-on key is matched against the current row first (a
@@ -98,23 +92,6 @@ export declare function getDependsOn(field: ActionFieldDef): string | undefined;
  * field has no dependency or the depended-on value is empty/unset.
  */
 export declare function resolveDependsValue(field: ActionFieldDef, formValues?: Record<string, any> | null, rowValues?: Record<string, any> | null): string;
-/**
- * Filters a STATIC enum's `options[]` by each option's `when` gate against the
- * current form values. Pure — no React, no side effects.
- *
- * Rule per option:
- * - No `when` → always included (retrocompat; existing enums untouched).
- * - With `when`: the gating field is `when.field ?? dependsOn`. If neither is
- *   present the option is included (nothing to gate on). Otherwise the form's
- *   value for that field is compared AS STRING: included when (no `in`, or
- *   value ∈ `in`) AND (no `not_in`, or value ∉ `not_in`). Tolerates the
- *   snake_case `not_in` the kernel serves alongside camelCase `notIn`.
- *
- * `formValues` is the flat map of the surrounding form/row values the gating
- * field is read from; `dependsOn` is the containing field's declared dependency
- * used as the default gating field.
- */
-export declare function applyOptionWhen(options: OptionDef[] | undefined, formValues: Record<string, any> | null | undefined, dependsOn?: string): OptionDef[];
 /**
  * Reads a field's `visible_when` predicate, tolerating the camelCase alias
  * (`visibleWhen`) an app may author and the snake_case (`visible_when`) the

package/dist/dynamic-form-schema.d.ts.map

@@ -1 +1 @@
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