Feat: dashboard con gráficos, estructura CBS/Portafolios, semáforo de proyectos y cartera de especialistas

expenses/forms.py

@@ -1,6 +1,6 @@
 from django import forms
 from django.contrib.auth.models import User, Group
-from .models import Expense, Project, Category, SystemSetting, UserProfile, Document, CurrencyEnum, ExpenseTypeEnum
+from .models import Expense, Project, Category, SystemSetting, UserProfile, Document, CurrencyEnum, ExpenseTypeEnum, Vendor
 
 
 class ExpenseForm(forms.ModelForm):
@@ -21,10 +21,22 @@ class ExpenseForm(forms.ModelForm):
         widget=forms.FileInput(attrs={'accept': 'image/*,.pdf'})
     )
 
+    tax_amount_clp = forms.DecimalField(
+        label='Monto Impuesto (CLP)',
+        required=False,
+        widget=forms.NumberInput(attrs={'readonly': 'readonly'})
+    )
+    
+    total_amount_clp = forms.DecimalField(
+        label='Monto Total (CLP)',
+        required=False,
+        widget=forms.NumberInput(attrs={'readonly': 'readonly'})
+    )
+
     class Meta:
         model = Expense
         fields = [
-            'project', 'category', 'amount_clp', 'currency', 'date', 
+            'project', 'category', 'amount_clp', 'tax_type', 'tax_amount_clp', 'total_amount_clp', 'currency', 'date', 
             'description', 'vendor', 'region', 'comuna', 'vehicle_ownership'
         ]
         widgets = {
@@ -35,12 +47,27 @@ class ExpenseForm(forms.ModelForm):
 class ProjectForm(forms.ModelForm):
     class Meta:
         model = Project
-        fields = ['code', 'name', 'type', 'description', 'manager', 'assigned_budget_clp']
+        fields = ['code', 'name', 'parent', 'category', 'status', 'type', 'description', 'manager', 'assigned_budget_clp']
         widgets = {
             'description': forms.Textarea(attrs={'rows': 3}),
         }
 
 
+class CategoryForm(forms.ModelForm):
+    class Meta:
+        model = Category
+        fields = ['code', 'name', 'parent', 'description']
+        widgets = {
+            'description': forms.Textarea(attrs={'rows': 3}),
+        }
+
+
+class VendorForm(forms.ModelForm):
+    class Meta:
+        model = Vendor
+        fields = ['rut', 'name', 'business_line', 'bank', 'account_type', 'account_number', 'email', 'payment_terms']
+
+
 class SystemSettingForm(forms.ModelForm):
     class Meta:
         model = SystemSetting
@@ -57,6 +84,12 @@ class ResponsableForm(forms.Form):
     rut = forms.CharField(max_length=20, label="RUT", required=False)
     job_title = forms.CharField(max_length=150, label="Cargo", required=False)
     description = forms.CharField(widget=forms.Textarea(attrs={'rows': 3}), label="Descripción / Bio", required=False)
+    specialties = forms.ModelMultipleChoiceField(
+        queryset=Category.objects.all(),
+        required=False,
+        widget=forms.CheckboxSelectMultiple(),
+        label="Especialidades Técnicas (Categorías)"
+    )
 
     def __init__(self, *args, **kwargs):
         self.instance = kwargs.pop('instance', None)
@@ -73,6 +106,7 @@ class ResponsableForm(forms.Form):
                 self.fields['description'].initial = self.instance.profile.description
                 self.fields['rut'].initial = self.instance.profile.rut
                 self.fields['job_title'].initial = self.instance.profile.job_title
+                self.fields['specialties'].initial = self.instance.profile.specialties.all()
             except Exception:
                 pass
             # Password is optional for edit
@@ -124,6 +158,11 @@ class ResponsableForm(forms.Form):
         profile.job_title = job_title
         profile.save()
 
+        # Save specialties
+        specialties = self.cleaned_data.get('specialties')
+        if specialties is not None:
+            profile.specialties.set(specialties)
+
         return user