FEAT: re-integracion de tax-api y simulador F29

docker-compose.local.yml

@@ -1,5 +1,4 @@
-version: "3.8"
+version: '3.8'
-
 services:
   web:
     build:
@@ -7,37 +6,40 @@ services:
       dockerfile: Dockerfile
     command: python manage.py runserver 0.0.0.0:8000
     volumes:
-      - .:/app
+    - .:/app
-      - local_media:/app/media
+    - local_media:/app/media
     ports:
-      - "8000:8000"
+    - 8000:8000
     environment:
-      - DEBUG=1
+    - DEBUG=1
-      - USE_S3=False
+    - USE_S3=False
-      - REDIS_URL=redis://redis:6379/0
+    - REDIS_URL=redis://redis:6379/0
-      # Forzamos SQLite local para que ignore el .env de producción si existe
+    - DATABASE_URL=sqlite:////app/db.sqlite3
-      - DATABASE_URL=sqlite:////app/db.sqlite3
     depends_on:
-      - redis
+    - redis
-
   celery:
     build:
       context: .
       dockerfile: Dockerfile
     command: celery -A config worker -l info
     volumes:
-      - .:/app
+    - .:/app
     environment:
-      - DEBUG=1
+    - DEBUG=1
-      - USE_S3=False
+    - USE_S3=False
-      - REDIS_URL=redis://redis:6379/0
+    - REDIS_URL=redis://redis:6379/0
     depends_on:
-      - redis
+    - redis
-
   redis:
     image: redis:7-alpine
     ports:
-      - "6379:6379"
+    - 6379:6379
-
+  tax-api:
+    build:
+      context: ./tax_api
+      dockerfile: Dockerfile
+    ports:
+    - 8001:8000
+    mem_limit: 256m
 volumes:
-  local_media:
+  local_media: null

docker-compose.yml

@@ -1,43 +1,41 @@
-version: "3.8"
+version: '3.8'
-
 services:
   web:
     build:
       context: .
       dockerfile: Dockerfile
-    command: gunicorn config.asgi:application -k uvicorn.workers.UvicornWorker --bind 0.0.0.0:8000 --workers 3
+    command: gunicorn config.asgi:application -k uvicorn.workers.UvicornWorker --bind
+      0.0.0.0:8000 --workers 3
     restart: unless-stopped
     environment:
       REDIS_URL: redis://redis:6379/0
-      CSRF_TRUSTED_ORIGINS: "https://${APP_DOMAIN}"
+      CSRF_TRUSTED_ORIGINS: https://${APP_DOMAIN}
     volumes:
-      - erp_media:/app/media
+    - erp_media:/app/media
-      - erp_static:/app/static
+    - erp_static:/app/static
     networks:
-      - controlmc_proxy
+    - controlmc_proxy
-      - internal
+    - internal
     labels:
-      - "controlmc.public=true"
+    - controlmc.public=true
-      - "traefik.enable=true"
+    - traefik.enable=true
-      - "traefik.docker.network=controlmc_proxy"
+    - traefik.docker.network=controlmc_proxy
-      - "traefik.http.routers.${ROUTER_NAME}.rule=Host(`${APP_DOMAIN}`)"
+    - traefik.http.routers.${ROUTER_NAME}.rule=Host(`${APP_DOMAIN}`)
-      - "traefik.http.routers.${ROUTER_NAME}.entrypoints=websecure"
+    - traefik.http.routers.${ROUTER_NAME}.entrypoints=websecure
-      - "traefik.http.routers.${ROUTER_NAME}.tls=true"
+    - traefik.http.routers.${ROUTER_NAME}.tls=true
-      - "traefik.http.routers.${ROUTER_NAME}.tls.certresolver=le"
+    - traefik.http.routers.${ROUTER_NAME}.tls.certresolver=le
-      - "traefik.http.services.${ROUTER_NAME}.loadbalancer.server.port=8000"
+    - traefik.http.services.${ROUTER_NAME}.loadbalancer.server.port=8000
     depends_on:
-      - redis
+    - redis
     mem_limit: 1g
-
   redis:
     image: redis:7-alpine
     restart: unless-stopped
     volumes:
-      - erp_redis_data:/data
+    - erp_redis_data:/data
     networks:
-      - internal
+    - internal
     mem_limit: 512m
-
   celery:
     build:
       context: .
@@ -47,17 +45,24 @@ services:
     environment:
       REDIS_URL: redis://redis:6379/0
     networks:
-      - internal
+    - internal
     depends_on:
-      - redis
+    - redis
     mem_limit: 512m
-
+  tax-api:
+    build:
+      context: ./tax_api
+      dockerfile: Dockerfile
+    restart: unless-stopped
+    networks:
+    - controlmc_proxy
+    - internal
+    mem_limit: 256m
 networks:
   controlmc_proxy:
     external: true
-  internal:
+  internal: null
-
 volumes:
-  erp_media:
+  erp_media: null
-  erp_static:
+  erp_static: null
-  erp_redis_data:
+  erp_redis_data: null

expenses/services/sii.py

@@ -205,12 +205,44 @@ class SIIService:
             return {
                 'tax_type': 'EXENTO',
                 'net_amount': net_amount_clp,
-                'tax_rate_percent': Decimal('0.0'),
+                'tax_rate_percent': Decimal('0'),
                 'tax_amount': Decimal('0'),
                 'total_amount': net_amount_clp,
-                'description': 'Exento / No Afecto a Impuestos'
+                'description': 'Exento de Impuestos'
             }
 
+    @classmethod
+    def simulate_f29(cls, f29_data: dict) -> dict:
+        """
+        Llama al endpoint /api/f29/simular del tax-api.
+        f29_data debe contener: ventas_netas, compras_netas, etc.
+        """
+        api_res = cls._call_api("/api/f29/simular", f29_data)
+        if api_res:
+            return api_res
+        
+        # Fallback local simplificado si la API no está disponible
+        ventas_netas = Decimal(str(f29_data.get('ventas_netas', 0)))
+        compras_netas = Decimal(str(f29_data.get('compras_netas', 0)))
+        retenciones = Decimal(str(f29_data.get('retenciones_honorarios', 0)))
+        tasa_ppm = Decimal(str(f29_data.get('tasa_ppm', 0.01)))
+        
+        debito = ventas_netas * Decimal('0.19')
+        credito = compras_netas * Decimal('0.19')
+        ppm = ventas_netas * tasa_ppm
+        iva_pagar = max(Decimal('0'), debito - credito)
+        
+        return {
+            "iva_debito": float(debito),
+            "iva_credito": float(credito),
+            "iva_a_pagar": float(iva_pagar),
+            "ppm_a_pagar": float(ppm),
+            "total_retenciones_honorarios": float(retenciones),
+            "total_a_pagar": float(iva_pagar + ppm + retenciones),
+            "remanente_siguiente_mes": float(max(Decimal('0'), credito - debito)),
+            "nota": "Simulación local de respaldo. API no disponible."
+        }
+
     @staticmethod
     def check_duplicate_expense(
         expense_model,

expenses/urls.py

@@ -26,6 +26,7 @@ urlpatterns = [
     path('gastos/exportar/csv/', views.export_expenses_csv, name='export_csv'),
     path('gastos/exportar/transferencias/', views.export_bank_transfer_csv, name='export_bank_transfer_csv'),
     
+    path('f29/simulador/', views.f29_simulator, name='f29_simulator'),
     path('proyectos/', views.project_list, name='project_list'),
     path('proyectos/<int:pk>/', views.project_detail, name='project_detail'),
     path('proyectos/<int:pk>/fase/nueva/', views.project_add_phase, name='project_add_phase'),

expenses/views.py

@@ -1014,3 +1014,77 @@ def api_sii_calculate_taxes(request):
         'description': res['description']
     })
 
+
+from datetime import datetime, date
+import calendar
+from django.db.models import Sum
+from procurement.models import PurchaseOrder
+
+@login_required
+def f29_simulator(request):
+    year = request.GET.get('year', date.today().year)
+    month = request.GET.get('month', date.today().month)
+    ventas_netas = request.GET.get('ventas_netas', 0)
+    ventas_exentas = request.GET.get('ventas_exentas', 0)
+    tasa_ppm = request.GET.get('tasa_ppm', 0.01)
+    
+    try:
+        year, month = int(year), int(month)
+        ventas_netas = float(ventas_netas)
+        ventas_exentas = float(ventas_exentas)
+        tasa_ppm = float(tasa_ppm)
+    except ValueError:
+        year, month = date.today().year, date.today().month
+        ventas_netas, ventas_exentas, tasa_ppm = 0, 0, 0.01
+        
+    _, last_day = calendar.monthrange(year, month)
+    start_date = date(year, month, 1)
+    end_date = date(year, month, last_day)
+    
+    # 1. Compras Netas (Facturas con IVA 19%)
+    compras_expenses = Expense.objects.filter(
+        date__range=(start_date, end_date),
+        tax_type='IVA_19',
+        approval_status='LIBERADO_PAGADO'
+    ).aggregate(total=Sum('amount_clp'))['total'] or 0
+    
+    compras_po = PurchaseOrder.objects.filter(
+        order_date__range=(start_date, end_date),
+        status='LIBERADA_PAGADA'
+    ).aggregate(total=Sum('net_amount_clp'))['total'] or 0
+    
+    compras_netas = float(compras_expenses) + float(compras_po)
+    
+    # 2. Honorarios
+    honorarios_expenses = Expense.objects.filter(
+        date__range=(start_date, end_date),
+        tax_type='HONORARIOS_13_75',
+        approval_status='LIBERADO_PAGADO'
+    ).aggregate(total=Sum('tax_amount_clp'))['total'] or 0
+    retenciones_honorarios = float(honorarios_expenses)
+    
+    f29_data = {
+        'ventas_netas': ventas_netas,
+        'compras_netas': compras_netas,
+        'ventas_exentas': ventas_exentas,
+        'compras_activo_fijo': 0,
+        'remanente_anterior': 0,
+        'tasa_ppm': tasa_ppm,
+        'retenciones_honorarios': retenciones_honorarios
+    }
+    
+    simulation = SIIService.simulate_f29(f29_data)
+    
+    context = {
+        'year': year,
+        'month': month,
+        'months': range(1, 13),
+        'years': range(date.today().year - 2, date.today().year + 2),
+        'ventas_netas': ventas_netas,
+        'ventas_exentas': ventas_exentas,
+        'tasa_ppm': tasa_ppm,
+        'simulation': simulation,
+        'compras_netas': compras_netas,
+        'retenciones_honorarios': retenciones_honorarios
+    }
+    return render(request, 'expenses/f29_simulator.html', context)

fix_base.py

@@ -0,0 +1,24 @@
+with open('templates/base.html', 'r') as f:
+    lines = f.readlines()
+
+new_lines = []
+skip = False
+for i, line in enumerate(lines):
+    if 'url \'accounts_payable\'' in line:
+        new_lines.append(line)
+        new_lines.append('      <i data-lucide="dollar-sign" style="width:16px;"></i> Cuentas por Pagar (CXP)\n    </a>\n')
+        new_lines.append('    <a href="{% url \'f29_simulator\' %}" class="nav-tab {% if request.resolver_match.url_name == \'f29_simulator\' %}active{% endif %}">\n      <i data-lucide="calculator"></i> Simulador F29\n    </a>\n')
+        skip = True
+        continue
+    
+    if skip:
+        if 'Cuentas por Pagar (CXP)' in line:
+            pass
+        elif '</a>' in line:
+            skip = False
+        continue
+        
+    new_lines.append(line)
+
+with open('templates/base.html', 'w') as f:
+    f.writelines(new_lines)

patch_compose.py

@@ -0,0 +1,32 @@
+import yaml
+
+with open('docker-compose.yml', 'r') as f:
+    data = yaml.safe_load(f)
+
+data['services']['tax-api'] = {
+    'build': {
+        'context': './tax_api',
+        'dockerfile': 'Dockerfile'
+    },
+    'restart': 'unless-stopped',
+    'networks': ['controlmc_proxy', 'internal'],
+    'mem_limit': '256m'
+}
+
+with open('docker-compose.yml', 'w') as f:
+    yaml.dump(data, f, sort_keys=False, default_flow_style=False)
+
+with open('docker-compose.local.yml', 'r') as f:
+    data_local = yaml.safe_load(f)
+
+data_local['services']['tax-api'] = {
+    'build': {
+        'context': './tax_api',
+        'dockerfile': 'Dockerfile'
+    },
+    'ports': ['8001:8000'],
+    'mem_limit': '256m'
+}
+
+with open('docker-compose.local.yml', 'w') as f:
+    yaml.dump(data_local, f, sort_keys=False, default_flow_style=False)

templates/base.html

@@ -69,6 +69,9 @@
       <i data-lucide="award" style="width:16px;"></i> Cartera Talento
     </a>
     {% if 'Administrador Finanzas' in request.user.groups.all.0.name or 'Administrador' in request.user.groups.all.0.name or request.user.is_superuser %}
+    <a href="{% url 'f29_simulator' %}" class="nav-tab {% if request.resolver_match.url_name == 'f29_simulator' %}active{% endif %}">
+      <i data-lucide="calculator"></i> Simulador F29
+    </a>
     <a href="{% url 'accounts_payable' %}" class="nav-tab {% if request.resolver_match.url_name == 'accounts_payable' %}active{% endif %}">
       <i data-lucide="calculator" style="width:16px;"></i> Cuentas por Pagar (CXP)
     </a>

templates/expenses/f29_simulator.html

@@ -0,0 +1,99 @@
+{% extends 'base.html' %}
+{% load humanize %}
+
+{% block content %}
+<section class="page-view active">
+    <div class="view-header" style="margin-bottom: 2rem;">
+        <div class="view-title">
+            <h2 style="margin:0; color:var(--efintel-petroleum); display:flex; align-items:center; gap:0.5rem;"><i data-lucide="calculator" style="color:var(--efintel-blue);"></i> Simulador F29 (IVA y Retenciones)</h2>
+            <p style="margin-top:0.25rem; font-size:0.9rem; color:var(--efintel-gray);">Calcula la declaración mensual conectándose a la Tax API, utilizando gastos y compras pagadas del mes.</p>
+        </div>
+    </div>
+
+    <div class="data-card" style="margin-bottom: 2rem;">
+        <form method="get" id="f29-form" style="display: flex; gap: 1rem; align-items: flex-end; flex-wrap: wrap;">
+            <div class="form-group" style="margin-bottom: 0;">
+                <label style="font-size: 0.8rem; font-weight: 600;">Mes</label>
+                <select name="month" class="form-control" onchange="this.form.submit()">
+                    {% for m in months %}
+                        <option value="{{ m }}" {% if m == month %}selected{% endif %}>{{ m }}</option>
+                    {% endfor %}
+                </select>
+            </div>
+            <div class="form-group" style="margin-bottom: 0;">
+                <label style="font-size: 0.8rem; font-weight: 600;">Año</label>
+                <select name="year" class="form-control" onchange="this.form.submit()">
+                    {% for y in years %}
+                        <option value="{{ y }}" {% if y == year %}selected{% endif %}>{{ y }}</option>
+                    {% endfor %}
+                </select>
+            </div>
+            <div class="form-group" style="margin-bottom: 0;">
+                <label style="font-size: 0.8rem; font-weight: 600;">Ventas Netas Proyectadas (CLP)</label>
+                <input type="number" name="ventas_netas" class="form-control" value="{{ ventas_netas|stringformat:"i" }}" style="width: 200px;">
+            </div>
+            <div class="form-group" style="margin-bottom: 0;">
+                <label style="font-size: 0.8rem; font-weight: 600;">Ventas Exentas (CLP)</label>
+                <input type="number" name="ventas_exentas" class="form-control" value="{{ ventas_exentas|stringformat:"i" }}" style="width: 150px;">
+            </div>
+            <div class="form-group" style="margin-bottom: 0;">
+                <label style="font-size: 0.8rem; font-weight: 600;">Tasa PPM (ej: 0.01 = 1%)</label>
+                <input type="number" step="0.001" name="tasa_ppm" class="form-control" value="{{ tasa_ppm }}" style="width: 100px;">
+            </div>
+            <button type="submit" class="btn-primary" style="height: 42px;"><i data-lucide="refresh-cw" style="width:16px;"></i> Simular</button>
+        </form>
+    </div>
+
+    <div style="display: grid; grid-template-columns: 1fr 1fr; gap: 2rem;">
+        <div class="data-card">
+            <h3 style="margin-top:0; color:var(--efintel-petroleum); font-size:1.1rem; border-bottom: 1px solid var(--efintel-border); padding-bottom: 0.5rem;"><i data-lucide="database"></i> Datos Obtenidos del ERP</h3>
+            <ul style="list-style: none; padding: 0; margin-top: 1rem;">
+                <li style="display:flex; justify-content:space-between; padding: 0.5rem 0; border-bottom: 1px dashed var(--efintel-border);">
+                    <span style="color:var(--efintel-gray);">Total Compras Netas (Pagadas):</span>
+                    <strong style="font-family:var(--font-mono);">${{ compras_netas|floatformat:"0"|intcomma }}</strong>
+                </li>
+                <li style="display:flex; justify-content:space-between; padding: 0.5rem 0; border-bottom: 1px dashed var(--efintel-border);">
+                    <span style="color:var(--efintel-gray);">Total Retenciones Boletas (Pagadas):</span>
+                    <strong style="font-family:var(--font-mono);">${{ retenciones_honorarios|floatformat:"0"|intcomma }}</strong>
+                </li>
+            </ul>
+            <div style="margin-top: 1rem; font-size: 0.8rem; color:var(--efintel-gray); background: #f8fafc; padding: 0.8rem; border-radius: 4px;">
+                <i data-lucide="info" style="width:14px; vertical-align:middle;"></i> Sólo se incluyen Órdenes de Compra y Erogaciones en estado <strong>LIBERADO_PAGADO</strong>.
+            </div>
+        </div>
+
+        <div class="data-card" style="background: #f0fdf4; border: 1px solid #bbf7d0;">
+            <h3 style="margin-top:0; color:var(--efintel-success); font-size:1.1rem; border-bottom: 1px solid #bbf7d0; padding-bottom: 0.5rem;"><i data-lucide="file-check-2"></i> Resultado Simulación F29</h3>
+            <ul style="list-style: none; padding: 0; margin-top: 1rem;">
+                <li style="display:flex; justify-content:space-between; padding: 0.5rem 0; border-bottom: 1px dashed #bbf7d0;">
+                    <span>Débito Fiscal (IVA Ventas):</span>
+                    <strong style="font-family:var(--font-mono);">${{ simulation.iva_debito|floatformat:"0"|intcomma }}</strong>
+                </li>
+                <li style="display:flex; justify-content:space-between; padding: 0.5rem 0; border-bottom: 1px dashed #bbf7d0;">
+                    <span>Crédito Fiscal (IVA Compras):</span>
+                    <strong style="font-family:var(--font-mono);">${{ simulation.iva_credito|floatformat:"0"|intcomma }}</strong>
+                </li>
+                <li style="display:flex; justify-content:space-between; padding: 0.5rem 0; border-bottom: 1px dashed #bbf7d0;">
+                    <span style="color:var(--efintel-petroleum);">PPM a Pagar:</span>
+                    <strong style="font-family:var(--font-mono);">${{ simulation.ppm_a_pagar|floatformat:"0"|intcomma }}</strong>
+                </li>
+                <li style="display:flex; justify-content:space-between; padding: 0.5rem 0; border-bottom: 1px dashed #bbf7d0;">
+                    <span style="color:var(--efintel-petroleum);">Retenciones a Pagar:</span>
+                    <strong style="font-family:var(--font-mono);">${{ simulation.total_retenciones_honorarios|floatformat:"0"|intcomma }}</strong>
+                </li>
+                <li style="display:flex; justify-content:space-between; padding: 0.5rem 0; border-bottom: 1px dashed #bbf7d0;">
+                    <span style="color:var(--efintel-gray);">Remanente Siguiente Mes:</span>
+                    <strong style="font-family:var(--font-mono);">${{ simulation.remanente_siguiente_mes|floatformat:"0"|intcomma }}</strong>
+                </li>
+                <li style="display:flex; justify-content:space-between; padding: 1rem 0 0 0; margin-top: 0.5rem; font-size: 1.2rem;">
+                    <strong style="color:var(--efintel-petroleum);">Total A Pagar F29:</strong>
+                    <strong style="font-family:var(--font-mono); color:var(--efintel-success);">${{ simulation.total_a_pagar|floatformat:"0"|intcomma }}</strong>
+                </li>
+            </ul>
+            <div style="margin-top: 1rem; font-size: 0.75rem; color:var(--efintel-gray);">
+                <i data-lucide="check-circle" style="width:12px; vertical-align:middle;"></i> {{ simulation.nota|default:"Cálculo validado correctamente." }}
+            </div>
+        </div>
+    </div>
+</section>
+{% endblock %}