@fayz-ai/plugin-financial 0.8.3 → 0.8.4

package/src/migrations/index.ts

@@ -1,4 +1,4 @@
-// AUTO-GENERATED from 000_plg_rename.sql, 001_financial_base.sql, 002_chart_of_accounts.sql, 003_card_brands.sql, 004_order_to_cash.sql, 005_seed_defaults.sql, 006_rls_policies.sql, 006b_extract_fee_amount.sql, 007_reconciliation.sql, 007b_movement_payment_method_type.sql, 008_split_payment_movements.sql, 009_agent_rpcs.sql, 010_invoice_internal.sql — regenerate with scripts/embed-migrations.mjs
+// AUTO-GENERATED from 000_plg_rename.sql, 001_financial_base.sql, 002_chart_of_accounts.sql, 003_card_brands.sql, 004_order_to_cash.sql, 005_seed_defaults.sql, 006_rls_policies.sql, 006b_extract_fee_amount.sql, 007_reconciliation.sql, 007b_movement_payment_method_type.sql, 008_split_payment_movements.sql, 009_agent_rpcs.sql, 010_invoice_internal.sql, 011_nfe.sql — regenerate with scripts/embed-migrations.mjs
 // SQL files are the source of truth; this inline copy lets the manifest declare
 // migrations as data. Do not edit by hand — run the embed script instead.
 
@@ -845,6 +845,66 @@ GRANT EXECUTE ON FUNCTION public.fn_invoice_from_order(uuid, date, text, int, te
 NOTIFY pgrst, 'reload schema';
 `
 
+export const MIGRATION_011_NFE = `-- 011_nfe.sql — Nota Fiscal Eletrônica (NF-e / NFC-e / NFS-e)
+-- ----------------------------------------------------------------------------
+-- Fiscal documents the merchant issues, tracked against orders. This migration
+-- ships the STRUCTURE only: the actual authorization with SEFAZ / the prefeitura
+-- is delegated to an external emissor (Focus NFe, NFe.io, PlugNotas…) wired
+-- later behind the provider's issueNota. Rows here carry the número/série,
+-- status, access key and the links to the authorized XML + DANFE once emitted.
+--
+-- Per-tenant RLS, canonical form (tenant_id IN user_tenant_ids()). Idempotent.
+
+CREATE TABLE IF NOT EXISTS public.plg_financial_nfe (
+  id            uuid PRIMARY KEY DEFAULT gen_random_uuid(),
+  tenant_id     uuid NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,
+  -- nfe (55, mercadoria) | nfce (65, consumidor) | nfse (serviço)
+  model         text NOT NULL DEFAULT 'nfe',
+  -- draft | processing | issued | cancelled | error
+  status        text NOT NULL DEFAULT 'draft',
+  number        text,
+  series        text,
+  order_id      uuid,
+  contact_id    uuid,
+  contact_name  text,
+  total_amount  numeric(14,2) NOT NULL DEFAULT 0,
+  issued_at     timestamptz,
+  access_key    text,
+  xml_url       text,
+  danfe_url     text,
+  emissor       text,
+  error_message text,
+  observations  text,
+  metadata      jsonb NOT NULL DEFAULT '{}',
+  created_at    timestamptz NOT NULL DEFAULT now(),
+  updated_at    timestamptz NOT NULL DEFAULT now()
+);
+
+CREATE INDEX IF NOT EXISTS idx_plg_financial_nfe_tenant ON public.plg_financial_nfe(tenant_id);
+CREATE INDEX IF NOT EXISTS idx_plg_financial_nfe_order  ON public.plg_financial_nfe(order_id);
+
+ALTER TABLE public.plg_financial_nfe ENABLE ROW LEVEL SECURITY;
+GRANT SELECT, INSERT, UPDATE, DELETE ON public.plg_financial_nfe TO authenticated;
+
+DO $$
+BEGIN
+  IF NOT EXISTS (SELECT 1 FROM pg_policies WHERE schemaname='public' AND tablename='plg_financial_nfe' AND policyname='plg_financial_nfe_select') THEN
+    CREATE POLICY plg_financial_nfe_select ON public.plg_financial_nfe FOR SELECT TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));
+  END IF;
+  IF NOT EXISTS (SELECT 1 FROM pg_policies WHERE schemaname='public' AND tablename='plg_financial_nfe' AND policyname='plg_financial_nfe_insert') THEN
+    CREATE POLICY plg_financial_nfe_insert ON public.plg_financial_nfe FOR INSERT TO authenticated WITH CHECK (tenant_id IN (SELECT public.user_tenant_ids()));
+  END IF;
+  IF NOT EXISTS (SELECT 1 FROM pg_policies WHERE schemaname='public' AND tablename='plg_financial_nfe' AND policyname='plg_financial_nfe_update') THEN
+    CREATE POLICY plg_financial_nfe_update ON public.plg_financial_nfe FOR UPDATE TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));
+  END IF;
+  IF NOT EXISTS (SELECT 1 FROM pg_policies WHERE schemaname='public' AND tablename='plg_financial_nfe' AND policyname='plg_financial_nfe_delete') THEN
+    CREATE POLICY plg_financial_nfe_delete ON public.plg_financial_nfe FOR DELETE TO authenticated USING (tenant_id IN (SELECT public.user_tenant_ids()));
+  END IF;
+END $$;
+
+NOTIFY pgrst, 'reload schema';
+`
+
 export const MIGRATIONS: Array<{ id: string; sql: string }> = [
   { id: "000_plg_rename", sql: MIGRATION_000_PLG_RENAME },
   { id: "001_financial_base", sql: MIGRATION_001_FINANCIAL_BASE },
@@ -859,4 +919,5 @@ export const MIGRATIONS: Array<{ id: string; sql: string }> = [
   { id: "008_split_payment_movements", sql: MIGRATION_008_SPLIT_PAYMENT_MOVEMENTS },
   { id: "009_agent_rpcs", sql: MIGRATION_009_AGENT_RPCS },
   { id: "010_invoice_internal", sql: MIGRATION_010_INVOICE_INTERNAL },
+  { id: "011_nfe", sql: MIGRATION_011_NFE },
 ]

package/src/types.ts

@@ -339,6 +339,8 @@ export interface MovementQuery {
   status?: MovementStatus | MovementStatus[]
   bankAccountId?: string
   cashSessionId?: string
+  /** Scope to a single invoice's movements (bills + payments). */
+  invoiceId?: string
   dateRange?: DateRange
   page?: number
   pageSize?: number
@@ -527,3 +529,64 @@ export interface ReconcileInput {
   /** Internal movement to link; omit to accept the line standalone */
   matchedMovementId?: string
 }
+
+// ============================================================
+// NOTA FISCAL ELETRÔNICA (NF-e / NFC-e / NFS-e)
+// ------------------------------------------------------------
+// Structure + UI live here now; actual authorization (SEFAZ / prefeitura) is
+// delegated to an external emissor (Focus NFe, NFe.io, PlugNotas…) behind the
+// provider's `issueNota`. Until an emissor is wired, `issueNota` assigns a
+// number/série locally and marks the nota `issued` — enough to track fiscal
+// documents against orders without the emission integration.
+// ============================================================
+
+/** 55 = NF-e (mercadoria), 65 = NFC-e (consumidor), nfse = serviço (prefeitura). */
+export type NotaFiscalModel = 'nfe' | 'nfce' | 'nfse'
+export type NotaFiscalStatus = 'draft' | 'processing' | 'issued' | 'cancelled' | 'error'
+
+export interface NotaFiscal {
+  id: string
+  tenantId: string
+  model: NotaFiscalModel
+  status: NotaFiscalStatus
+  /** Número da nota — null while draft (assigned on issue). */
+  number: string | null
+  series: string | null
+  /** Order this nota documents (plg_shop_orders / orders id), if any. */
+  orderId?: string
+  contactId?: string
+  contactName?: string
+  totalAmount: number
+  issuedAt?: string
+  /** Chave de acesso (44 dígitos), when authorized. */
+  accessKey?: string
+  /** Links to the authorized XML and the DANFE/DANFCE PDF. */
+  xmlUrl?: string
+  danfeUrl?: string
+  /** External emissor id (focusnfe | nfeio | plugnotas | manual). */
+  emissor?: string
+  errorMessage?: string
+  observations?: string
+  metadata?: Record<string, unknown>
+  createdAt: string
+  updatedAt: string
+}
+
+export interface CreateNotaFiscalInput {
+  model?: NotaFiscalModel
+  orderId?: string
+  contactId?: string
+  contactName?: string
+  totalAmount: number
+  series?: string
+  observations?: string
+}
+
+export interface NotaFiscalQuery {
+  status?: NotaFiscalStatus | NotaFiscalStatus[]
+  model?: NotaFiscalModel
+  orderId?: string
+  search?: string
+  page?: number
+  pageSize?: number
+}

package/src/views/InvoiceDetailView.tsx

@@ -60,7 +60,9 @@ export function InvoiceDetailView({ invoiceId, direction, onBack, onEdit, backLa
     const [inv, invItems, movResult] = await Promise.all([
       provider.getInvoiceById(invoiceId),
       provider.getInvoiceItems(invoiceId),
-      provider.getMovements({ direction }),
+      // Scope to THIS invoice (not the tenant-wide first-50 page) so every
+      // installment/payment loads regardless of how many movements exist.
+      provider.getMovements({ direction, invoiceId, pageSize: 500 }),
     ])
     setInvoice(inv)
     setItems(invItems)

package/src/views/NotasFiscaisView.tsx

@@ -0,0 +1,209 @@
+import React, { useCallback, useEffect, useState } from 'react'
+import { FileText, Plus, Send, Ban, ExternalLink, FileCheck2 } from 'lucide-react'
+import { SubpageHeader, Button, Input, Skeleton } from '@fayz-ai/ui'
+import { PermissionGate } from '@fayz-ai/saas'
+import { useFinancialProvider, useFinancialConfig, formatCurrency } from '../FinancialContext'
+import type { NotaFiscal, NotaFiscalModel, NotaFiscalStatus, CreateNotaFiscalInput } from '../types'
+
+// ---------------------------------------------------------------------------
+// Notas Fiscais — fiscal-document tracking (NF-e / NFC-e / NFS-e). Structure +
+// UI; issuing is delegated (provider.issueNota assigns número/série locally
+// until a SEFAZ emissor is wired). Draft → Emitir → Emitida, with cancel and
+// links to the authorized XML / DANFE once an emissor populates them.
+// ---------------------------------------------------------------------------
+
+const MODEL_LABEL: Record<NotaFiscalModel, string> = {
+  nfe: 'NF-e', nfce: 'NFC-e', nfse: 'NFS-e',
+}
+
+const STATUS_META: Record<NotaFiscalStatus, { label: string; className: string }> = {
+  draft:      { label: 'Rascunho',   className: 'bg-muted text-muted-foreground' },
+  processing: { label: 'Processando', className: 'bg-blue-100 text-blue-800' },
+  issued:     { label: 'Emitida',    className: 'bg-emerald-100 text-emerald-800' },
+  cancelled:  { label: 'Cancelada',  className: 'bg-red-100 text-red-700' },
+  error:      { label: 'Erro',       className: 'bg-orange-100 text-orange-700' },
+}
+
+export function NotasFiscaisView() {
+  const provider = useFinancialProvider()
+  const { currency } = useFinancialConfig()
+  const [notas, setNotas] = useState<NotaFiscal[]>([])
+  const [loading, setLoading] = useState(true)
+  const [creating, setCreating] = useState(false)
+  const [busy, setBusy] = useState<string | null>(null)
+
+  const supported = typeof provider.getNotas === 'function'
+
+  const reload = useCallback(async () => {
+    if (!provider.getNotas) { setLoading(false); return }
+    setLoading(true)
+    try {
+      const res = await provider.getNotas({ pageSize: 100 })
+      setNotas(res.data)
+    } finally {
+      setLoading(false)
+    }
+  }, [provider])
+
+  useEffect(() => { void reload() }, [reload])
+
+  const create = async (input: CreateNotaFiscalInput) => {
+    if (!provider.createNota) return
+    await provider.createNota(input)
+    setCreating(false)
+    await reload()
+  }
+
+  const issue = async (id: string) => {
+    if (!provider.issueNota) return
+    setBusy(id)
+    try { await provider.issueNota(id); await reload() } finally { setBusy(null) }
+  }
+
+  const cancel = async (id: string) => {
+    if (!provider.cancelNota) return
+    setBusy(id)
+    try { await provider.cancelNota(id); await reload() } finally { setBusy(null) }
+  }
+
+  if (!supported) {
+    return (
+      <div className="p-1">
+        <SubpageHeader title="Notas Fiscais" subtitle="Emissão e acompanhamento de NF-e / NFC-e / NFS-e" icon="FileText" />
+        <p className="mt-4 text-sm text-muted-foreground">Este provedor financeiro ainda não expõe notas fiscais.</p>
+      </div>
+    )
+  }
+
+  return (
+    <div className="p-1">
+      <SubpageHeader
+        title="Notas Fiscais"
+        subtitle="Emissão e acompanhamento de NF-e / NFC-e / NFS-e"
+        icon="FileText"
+        actions={
+          <PermissionGate feature="financial" action="create">
+            <Button size="sm" onClick={() => setCreating(true)}>
+              <Plus className="mr-1.5 h-4 w-4" /> Nova nota
+            </Button>
+          </PermissionGate>
+        }
+      />
+
+      <div className="mt-3 rounded-md border border-amber-300/50 bg-amber-50 px-3 py-2 text-xs text-amber-800 dark:bg-amber-950/30 dark:text-amber-300">
+        Emissão fiscal (SEFAZ) ainda não integrada — "Emitir" atribui número/série localmente para acompanhamento. A integração com o emissor entra sem mudar esta tela.
+      </div>
+
+      {creating && <CreateForm onCancel={() => setCreating(false)} onCreate={create} />}
+
+      {loading ? (
+        <div className="mt-4 space-y-2">
+          {Array.from({ length: 4 }).map((_, i) => (
+            <div key={i} className="flex items-center gap-3 rounded-card border border-border bg-card p-3">
+              <Skeleton className="h-9 w-9 shrink-0 rounded-full" />
+              <div className="min-w-0 flex-1 space-y-2">
+                <Skeleton className="h-3.5 w-40 rounded" />
+                <Skeleton className="h-3 w-56 rounded" />
+              </div>
+              <Skeleton className="h-8 w-20 shrink-0 rounded-md" />
+            </div>
+          ))}
+        </div>
+      ) : notas.length === 0 ? (
+        <div className="mt-4 rounded-card border border-dashed border-border p-8 text-center">
+          <FileText className="mx-auto h-8 w-8 text-muted-foreground" />
+          <p className="mt-2 text-sm font-medium text-foreground">Nenhuma nota fiscal ainda</p>
+          <p className="mt-1 text-xs text-muted-foreground">Crie uma nota a partir de um pedido ou manualmente.</p>
+        </div>
+      ) : (
+        <div className="mt-4 space-y-2">
+          {notas.map((n) => {
+            const meta = STATUS_META[n.status]
+            return (
+              <div key={n.id} className="flex items-center gap-3 rounded-card border border-border bg-card p-3">
+                <div className="flex h-9 w-9 shrink-0 items-center justify-center rounded-full bg-primary/10">
+                  <FileText className="h-4 w-4 text-primary" />
+                </div>
+                <div className="min-w-0 flex-1">
+                  <div className="flex items-center gap-2">
+                    <span className="text-sm font-medium text-foreground">
+                      {MODEL_LABEL[n.model]} {n.number ? `#${n.number}` : '(rascunho)'}
+                    </span>
+                    <span className={`rounded-full px-2 py-0.5 text-xs font-medium ${meta.className}`}>{meta.label}</span>
+                  </div>
+                  <p className="truncate text-xs text-muted-foreground">
+                    {n.contactName || 'Sem destinatário'} · {formatCurrency(n.totalAmount, currency)}
+                    {n.issuedAt ? ` · ${n.issuedAt.slice(0, 10)}` : ''}
+                  </p>
+                </div>
+                <div className="flex shrink-0 items-center gap-1">
+                  {n.danfeUrl && (
+                    <Button size="sm" variant="ghost" onClick={() => window.open(n.danfeUrl!, '_blank', 'noopener,noreferrer')} title="DANFE">
+                      <FileCheck2 className="h-4 w-4" />
+                    </Button>
+                  )}
+                  {n.xmlUrl && (
+                    <Button size="sm" variant="ghost" onClick={() => window.open(n.xmlUrl!, '_blank', 'noopener,noreferrer')} title="XML">
+                      <ExternalLink className="h-4 w-4" />
+                    </Button>
+                  )}
+                  {n.status === 'draft' && (
+                    <PermissionGate feature="financial" action="edit">
+                      <Button size="sm" disabled={busy === n.id} onClick={() => issue(n.id)}>
+                        <Send className="mr-1.5 h-3.5 w-3.5" /> Emitir
+                      </Button>
+                    </PermissionGate>
+                  )}
+                  {n.status === 'issued' && (
+                    <PermissionGate feature="financial" action="edit">
+                      <Button size="sm" variant="ghost" disabled={busy === n.id} onClick={() => cancel(n.id)} title="Cancelar">
+                        <Ban className="h-4 w-4 text-red-500" />
+                      </Button>
+                    </PermissionGate>
+                  )}
+                </div>
+              </div>
+            )
+          })}
+        </div>
+      )}
+    </div>
+  )
+}
+
+function CreateForm({ onCancel, onCreate }: { onCancel: () => void; onCreate: (input: CreateNotaFiscalInput) => void }) {
+  const [model, setModel] = useState<NotaFiscalModel>('nfe')
+  const [contactName, setContactName] = useState('')
+  const [total, setTotal] = useState('')
+  const [observations, setObservations] = useState('')
+
+  const models: NotaFiscalModel[] = ['nfe', 'nfce', 'nfse']
+
+  return (
+    <div className="mt-4 rounded-card border border-border bg-card p-4">
+      <p className="mb-3 text-sm font-semibold text-foreground">Nova nota fiscal</p>
+      <div className="mb-3 flex flex-wrap gap-2">
+        {models.map((m) => (
+          <button key={m} type="button" onClick={() => setModel(m)} className={`rounded-full px-3 py-1 text-xs font-medium ${m === model ? 'bg-primary text-primary-foreground' : 'bg-muted text-muted-foreground hover:text-foreground'}`}>
+            {MODEL_LABEL[m]}
+          </button>
+        ))}
+      </div>
+      <div className="flex flex-col gap-2 sm:flex-row">
+        <Input value={contactName} placeholder="Destinatário" onChange={(e) => setContactName(e.target.value)} className="flex-1" />
+        <Input value={total} placeholder="Valor total" inputMode="decimal" onChange={(e) => setTotal(e.target.value)} className="sm:w-40" />
+      </div>
+      <Input value={observations} placeholder="Observações (opcional)" onChange={(e) => setObservations(e.target.value)} className="mt-2" />
+      <div className="mt-3 flex gap-2">
+        <Button
+          size="sm"
+          disabled={!total || Number.isNaN(Number(total))}
+          onClick={() => onCreate({ model, contactName: contactName || undefined, totalAmount: Number(total) || 0, observations: observations || undefined })}
+        >
+          Criar rascunho
+        </Button>
+        <Button size="sm" variant="outline" onClick={onCancel}>Cancelar</Button>
+      </div>
+    </div>
+  )
+}