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

2026-08-20 18:54:58 -04:00
parent 8c0b435555
commit b692614857
25 changed files with 1717 additions and 159 deletions
@@ -8,9 +8,10 @@ from django.db.models import Sum, Count, F
 from django.utils import timezone
 from datetime import date
 from django.http import JsonResponse, HttpResponse
+import json

-from .models import Expense, Project, Category, SystemSetting, UserProfile, AuditLog, ApprovalStatusEnum, CurrencyEnum
-from .forms import ExpenseForm, ProjectForm, SystemSettingForm, ResponsableForm
+from .models import Expense, Project, Category, SystemSetting, UserProfile, AuditLog, ApprovalStatusEnum, CurrencyEnum, Vendor
+from .forms import ExpenseForm, ProjectForm, SystemSettingForm, ResponsableForm, CategoryForm, VendorForm
 from .decorators import role_required
 from django.contrib.auth.models import User, Group

@@ -58,6 +59,16 @@ def dashboard(request):
    global_budget = setting.global_budget
    remaining_budget = global_budget - total_all_clp

+    # Chart Data: Gastos por Categoría
+    cat_expenses = Expense.objects.values('category__name').annotate(total=Sum('amount_clp')).order_by('-total')
+    category_labels = [item['category__name'] or 'Sin Categoría' for item in cat_expenses]
+    category_data = [float(item['total'] or 0) for item in cat_expenses]
+
+    # Chart Data: Gastos por Proyecto
+    proj_expenses = Expense.objects.values('project__name').annotate(total=Sum('amount_clp')).order_by('-total')
+    project_labels = [item['project__name'] or 'Sin Proyecto' for item in proj_expenses]
+    project_data = [float(item['total'] or 0) for item in proj_expenses]
+
    context = {
        'total_month': total_month_clp,
        'total_all': total_all_clp,
@@ -66,6 +77,10 @@ def dashboard(request):
        'recent_expenses': recent_expenses,
        'global_budget': global_budget,
        'remaining_budget': remaining_budget,
+        'category_labels_json': json.dumps(category_labels),
+        'category_data_json': json.dumps(category_data),
+        'project_labels_json': json.dumps(project_labels),
+        'project_data_json': json.dumps(project_data),
    }
    return render(request, 'expenses/dashboard.html', context)

@@ -138,6 +153,10 @@ def expense_edit(request, pk):
        messages.error(request, 'No tienes permisos para editar este gasto.')
        return redirect('expense_list')

+    if expense.approval_status in [ApprovalStatusEnum.SOLICITADO_FINANZAS, ApprovalStatusEnum.LIBERADO_PAGADO]:
+        messages.error(request, 'Gasto bloqueado. No puedes editar un comprobante que ya está en finanzas o pagado.')
+        return redirect('expense_list')
+
    old_amount = expense.amount_clp

    if request.method == 'POST':
@@ -146,6 +165,11 @@ def expense_edit(request, pk):
            exp = form.save(commit=False)
            setting, _ = SystemSetting.objects.get_or_create(id=1)
            exp.amount_usd = exp.amount_clp / setting.usd_exchange_rate
+            
+            # Reset status if it was rejected
+            if exp.approval_status == ApprovalStatusEnum.OBSERVADO_RECHAZADO:
+                exp.approval_status = ApprovalStatusEnum.EN_REVISION
+            
            exp.save()
            
            receipt = request.FILES.get('receipt')
@@ -179,6 +203,10 @@ def expense_delete(request, pk):
        messages.error(request, 'Solo administradores pueden eliminar gastos.')
        return redirect('expense_list')

+    if expense.approval_status in [ApprovalStatusEnum.SOLICITADO_FINANZAS, ApprovalStatusEnum.LIBERADO_PAGADO]:
+        messages.error(request, 'Gasto bloqueado. No puedes eliminar un comprobante que ya está en finanzas o pagado.')
+        return redirect('expense_list')
+
    if request.method == 'POST':
        code = expense.expense_code
        expense.delete()
@@ -203,6 +231,10 @@ def approve_expense(request, pk, action):
    
    if action == 'solicitar':
        # Step 1 -> 2
+        if not is_admin and expense.project.manager != request.user:
+            messages.error(request, "Solo el Administrador o el Encargado del Proyecto pueden solicitar pago a finanzas.")
+            return redirect('expense_list')
+            
        expense.approval_status = ApprovalStatusEnum.SOLICITADO_FINANZAS
        expense.elevated_by = request.user
        expense.save()
@@ -228,7 +260,10 @@ def approve_expense(request, pk, action):
        
        # Update Project Cost
        proj = expense.project
-        proj.actual_cost_clp = proj.actual_cost_clp + expense.amount_clp
+        if expense.tax_type == TaxTypeEnum.IVA_19:
+            proj.actual_cost_clp = proj.actual_cost_clp + expense.amount_clp
+        else:
+            proj.actual_cost_clp = proj.actual_cost_clp + expense.total_amount_clp
        proj.save()
        
        AuditLog.objects.create(
@@ -311,13 +346,17 @@ def project_list(request):
@login_required
@role_required('Administrador')
 def gestion_panel(request):
-    projects = Project.objects.all().select_related('manager', 'created_by')
-    responsables = User.objects.all().select_related('profile').prefetch_related('groups')
+    projects = Project.objects.all().select_related('manager', 'created_by', 'parent', 'category')
+    categories = Category.objects.all().select_related('parent')
+    vendors = Vendor.objects.all()
+    responsables = User.objects.all().select_related('profile').prefetch_related('groups', 'profile__specialties')
    settings_obj, _ = SystemSetting.objects.get_or_create(id=1)
    logs = AuditLog.objects.all().select_related('user')[:100]

    context = {
        'projects': projects,
+        'categories': categories,
+        'vendors': vendors,
        'responsables': responsables,
        'settings': settings_obj,
        'logs': logs,
@@ -381,6 +420,84 @@ def project_delete(request, pk):
    return redirect('gestion_panel')


+@login_required
+@role_required('Administrador')
+def category_create(request):
+    if request.method == 'POST':
+        form = CategoryForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, 'Categoría creada exitosamente.')
+            return redirect('gestion_panel')
+    else:
+        form = CategoryForm()
+    return render(request, 'expenses/category_form.html', {'form': form})
+
+
+@login_required
+@role_required('Administrador')
+def category_edit(request, pk):
+    category = get_object_or_404(Category, pk=pk)
+    if request.method == 'POST':
+        form = CategoryForm(request.POST, instance=category)
+        if form.is_valid():
+            form.save()
+            messages.success(request, 'Categoría actualizada exitosamente.')
+            return redirect('gestion_panel')
+    else:
+        form = CategoryForm(instance=category)
+    return render(request, 'expenses/category_form.html', {'form': form})
+
+
+@login_required
+@role_required('Administrador')
+def category_delete(request, pk):
+    category = get_object_or_404(Category, pk=pk)
+    if request.method == 'POST':
+        category.delete()
+        messages.success(request, 'Categoría eliminada.')
+    return redirect('gestion_panel')
+
+
+@login_required
+@role_required('Administrador')
+def vendor_create(request):
+    if request.method == 'POST':
+        form = VendorForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, 'Proveedor creado exitosamente.')
+            return redirect('gestion_panel')
+    else:
+        form = VendorForm()
+    return render(request, 'expenses/vendor_form.html', {'form': form})
+
+
+@login_required
+@role_required('Administrador')
+def vendor_edit(request, pk):
+    vendor = get_object_or_404(Vendor, pk=pk)
+    if request.method == 'POST':
+        form = VendorForm(request.POST, instance=vendor)
+        if form.is_valid():
+            form.save()
+            messages.success(request, 'Proveedor actualizado exitosamente.')
+            return redirect('gestion_panel')
+    else:
+        form = VendorForm(instance=vendor)
+    return render(request, 'expenses/vendor_form.html', {'form': form})
+
+
+@login_required
+@role_required('Administrador')
+def vendor_delete(request, pk):
+    vendor = get_object_or_404(Vendor, pk=pk)
+    if request.method == 'POST':
+        vendor.delete()
+        messages.success(request, 'Proveedor eliminado.')
+    return redirect('gestion_panel')
+
+
@login_required
@role_required('Administrador')
 def responsable_create(request):
@@ -419,3 +536,59 @@ def responsable_delete(request, pk):
        messages.success(request, 'Responsable eliminado.')
    return redirect('gestion_panel')

+
+from django.db.models import Sum, Count
+
+@login_required
+def accounts_payable(request):
+    user_groups = request.user.groups.values_list('name', flat=True)
+    is_finanzas = 'Administrador Finanzas' in user_groups or request.user.is_superuser or 'Administrador' in user_groups
+    if not is_finanzas:
+        messages.error(request, 'No tienes permisos para ver Cuentas por Pagar.')
+        return redirect('dashboard')
+        
+    debts = Expense.objects.filter(approval_status=ApprovalStatusEnum.SOLICITADO_FINANZAS).exclude(vendor__isnull=True).values(
+        'vendor__id', 'vendor__rut', 'vendor__name', 'vendor__bank', 'vendor__account_type', 'vendor__account_number'
+    ).annotate(
+        total_clp=Sum('total_amount_clp'),
+        total_usd=Sum('amount_usd'),
+        expense_count=Count('id')
+    ).order_by('-total_clp')
+    
+    return render(request, 'expenses/accounts_payable.html', {'debts': debts})
+
+@login_required
+@role_required('Administrador')
+def category_create(request):
+    if request.method == 'POST':
+        form = CategoryForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, 'Categoría creada exitosamente.')
+            return redirect('gestion_panel')
+    else:
+        form = CategoryForm()
+    return render(request, 'expenses/category_form.html', {'form': form})
+
+@login_required
+@role_required('Administrador')
+def category_edit(request, pk):
+    category = get_object_or_404(Category, pk=pk)
+    if request.method == 'POST':
+        form = CategoryForm(request.POST, instance=category)
+        if form.is_valid():
+            form.save()
+            messages.success(request, 'Categoría actualizada exitosamente.')
+            return redirect('gestion_panel')
+    else:
+        form = CategoryForm(instance=category)
+    return render(request, 'expenses/category_form.html', {'form': form})
+
+@login_required
+@role_required('Administrador')
+def category_delete(request, pk):
+    category = get_object_or_404(Category, pk=pk)
+    if request.method == 'POST':
+        category.delete()
+        messages.success(request, 'Categoría eliminada.')
+    return redirect('gestion_panel')