coati-payroll 0.0.2__py3-none-any.whl

coati_payroll/vistas/carga_inicial_prestacion.py

@@ -0,0 +1,423 @@
+# Copyright 2025 BMO Soluciones, S.A.
+#
+# Licensed under the Apache License, Version 2.0 (the "License");
+# you may not use this file except in compliance with the License.
+# You may obtain a copy of the License at
+#
+#    http://www.apache.org/licenses/LICENSE-2.0
+#
+# Unless required by applicable law or agreed to in writing, software
+# distributed under the License is distributed on an "AS IS" BASIS,
+# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+# See the License for the specific language governing permissions and
+# limitations under the License.
+"""Initial benefit balance loading views."""
+
+from __future__ import annotations
+
+from decimal import Decimal
+from datetime import datetime
+
+from flask import Blueprint, flash, redirect, render_template, request, url_for, Response
+from flask_login import current_user
+from sqlalchemy import and_
+
+from coati_payroll.forms import CargaInicialPrestacionForm
+from coati_payroll.i18n import _
+from coati_payroll.model import (
+    CargaInicialPrestacion,
+    Empleado,
+    Moneda,
+    Prestacion,
+    PrestacionAcumulada,
+    db,
+)
+from coati_payroll.rbac import require_read_access, require_write_access
+from coati_payroll.vistas.constants import PER_PAGE
+
+carga_inicial_prestacion_bp = Blueprint("carga_inicial_prestacion", __name__, url_prefix="/carga-inicial-prestaciones")
+
+
+@carga_inicial_prestacion_bp.route("/")
+@require_read_access()
+def index():
+    """List all initial benefit balance loads."""
+    page = request.args.get("page", 1, type=int)
+    estado_filter = request.args.get("estado", "")
+
+    query = CargaInicialPrestacion.query
+
+    # Apply filters
+    if estado_filter:
+        query = query.filter(CargaInicialPrestacion.estado == estado_filter)
+
+    # Order by creation date descending
+    query = query.order_by(CargaInicialPrestacion.creado.desc())
+
+    # Paginate
+    pagination = query.paginate(page=page, per_page=PER_PAGE, error_out=False)
+    cargas = pagination.items
+
+    return render_template(
+        "modules/carga_inicial_prestacion/index.html",
+        cargas=cargas,
+        pagination=pagination,
+        estado_filter=estado_filter,
+    )
+
+
+@carga_inicial_prestacion_bp.route("/nueva", methods=["GET", "POST"])
+@require_write_access()
+def nueva():
+    """Create a new initial benefit balance load."""
+    form = CargaInicialPrestacionForm()
+
+    # Populate select field choices
+    form.empleado_id.choices = [("", _("-- Seleccionar --"))] + [
+        (emp.id, f"{emp.codigo_empleado} - {emp.primer_nombre} {emp.primer_apellido}")
+        for emp in Empleado.query.filter_by(activo=True).order_by(Empleado.codigo_empleado).all()
+    ]
+
+    form.prestacion_id.choices = [("", _("-- Seleccionar --"))] + [
+        (prest.id, f"{prest.codigo} - {prest.nombre}")
+        for prest in Prestacion.query.filter_by(activo=True).order_by(Prestacion.codigo).all()
+    ]
+
+    form.moneda_id.choices = [("", _("-- Seleccionar --"))] + [
+        (mon.id, f"{mon.codigo} - {mon.nombre}")
+        for mon in Moneda.query.filter_by(activo=True).order_by(Moneda.codigo).all()
+    ]
+
+    if form.validate_on_submit():
+        # Check for duplicate
+        existing = CargaInicialPrestacion.query.filter(
+            and_(
+                CargaInicialPrestacion.empleado_id == form.empleado_id.data,
+                CargaInicialPrestacion.prestacion_id == form.prestacion_id.data,
+                CargaInicialPrestacion.anio_corte == form.anio_corte.data,
+                CargaInicialPrestacion.mes_corte == form.mes_corte.data,
+            )
+        ).first()
+
+        if existing:
+            flash(
+                _("Ya existe una carga inicial para este empleado, prestación y periodo."),
+                "warning",
+            )
+            return render_template("modules/carga_inicial_prestacion/form.html", form=form)
+
+        carga = CargaInicialPrestacion(
+            empleado_id=form.empleado_id.data,
+            prestacion_id=form.prestacion_id.data,
+            anio_corte=form.anio_corte.data,
+            mes_corte=form.mes_corte.data,
+            moneda_id=form.moneda_id.data,
+            saldo_acumulado=form.saldo_acumulado.data if form.saldo_acumulado.data is not None else Decimal("0.00"),
+            tipo_cambio=form.tipo_cambio.data if form.tipo_cambio.data is not None else Decimal("1.0"),
+            saldo_convertido=form.saldo_convertido.data if form.saldo_convertido.data is not None else Decimal("0.00"),
+            observaciones=form.observaciones.data,
+            estado="borrador",
+            creado_por=current_user.usuario if current_user.is_authenticated else None,
+        )
+
+        db.session.add(carga)
+        db.session.commit()
+
+        flash(_("Carga inicial creada exitosamente en estado borrador."), "success")
+        return redirect(url_for("carga_inicial_prestacion.index"))
+
+    return render_template("modules/carga_inicial_prestacion/form.html", form=form)
+
+
+@carga_inicial_prestacion_bp.route("/<carga_id>/editar", methods=["GET", "POST"])
+@require_write_access()
+def editar(carga_id):
+    """Edit an initial benefit balance load (only if in draft status)."""
+    carga = CargaInicialPrestacion.query.get_or_404(carga_id)
+
+    if carga.estado == "aplicado":
+        flash(_("No se puede editar una carga inicial ya aplicada."), "warning")
+        return redirect(url_for("carga_inicial_prestacion.index"))
+
+    form = CargaInicialPrestacionForm(obj=carga)
+
+    # Populate select field choices
+    form.empleado_id.choices = [("", _("-- Seleccionar --"))] + [
+        (emp.id, f"{emp.codigo_empleado} - {emp.primer_nombre} {emp.primer_apellido}")
+        for emp in Empleado.query.filter_by(activo=True).order_by(Empleado.codigo_empleado).all()
+    ]
+
+    form.prestacion_id.choices = [("", _("-- Seleccionar --"))] + [
+        (prest.id, f"{prest.codigo} - {prest.nombre}")
+        for prest in Prestacion.query.filter_by(activo=True).order_by(Prestacion.codigo).all()
+    ]
+
+    form.moneda_id.choices = [("", _("-- Seleccionar --"))] + [
+        (mon.id, f"{mon.codigo} - {mon.nombre}")
+        for mon in Moneda.query.filter_by(activo=True).order_by(Moneda.codigo).all()
+    ]
+
+    if form.validate_on_submit():
+        carga.empleado_id = form.empleado_id.data
+        carga.prestacion_id = form.prestacion_id.data
+        carga.anio_corte = form.anio_corte.data
+        carga.mes_corte = form.mes_corte.data
+        carga.moneda_id = form.moneda_id.data
+        carga.saldo_acumulado = form.saldo_acumulado.data if form.saldo_acumulado.data is not None else Decimal("0.00")
+        carga.tipo_cambio = form.tipo_cambio.data if form.tipo_cambio.data is not None else Decimal("1.0")
+        carga.saldo_convertido = (
+            form.saldo_convertido.data if form.saldo_convertido.data is not None else Decimal("0.00")
+        )
+        carga.observaciones = form.observaciones.data
+        carga.modificado_por = current_user.usuario if current_user.is_authenticated else None
+
+        db.session.commit()
+
+        flash(_("Carga inicial actualizada exitosamente."), "success")
+        return redirect(url_for("carga_inicial_prestacion.index"))
+
+    return render_template("modules/carga_inicial_prestacion/form.html", form=form, carga=carga)
+
+
+@carga_inicial_prestacion_bp.route("/<carga_id>/aplicar", methods=["POST"])
+@require_write_access()
+def aplicar(carga_id):
+    """Apply an initial balance load - creates transaction in prestacion_acumulada."""
+    carga = CargaInicialPrestacion.query.get_or_404(carga_id)
+
+    if carga.estado == "aplicado":
+        flash(_("Esta carga inicial ya ha sido aplicada."), "warning")
+        return redirect(url_for("carga_inicial_prestacion.index"))
+
+    try:
+        # Create transaction in prestacion_acumulada
+        transaccion = PrestacionAcumulada(
+            empleado_id=carga.empleado_id,
+            prestacion_id=carga.prestacion_id,
+            fecha_transaccion=datetime.now().date(),
+            tipo_transaccion="saldo_inicial",
+            anio=carga.anio_corte,
+            mes=carga.mes_corte,
+            moneda_id=carga.moneda_id,
+            monto_transaccion=carga.saldo_convertido,
+            saldo_anterior=Decimal("0.00"),
+            saldo_nuevo=carga.saldo_convertido,
+            carga_inicial_id=carga.id,
+            observaciones=f"Carga inicial - {carga.observaciones or ''}",
+            procesado_por=current_user.usuario if current_user.is_authenticated else None,
+            creado_por=current_user.usuario if current_user.is_authenticated else None,
+        )
+
+        db.session.add(transaccion)
+
+        # Update carga status
+        carga.estado = "aplicado"
+        carga.fecha_aplicacion = datetime.now()
+        carga.aplicado_por = current_user.usuario if current_user.is_authenticated else None
+        carga.modificado_por = current_user.usuario if current_user.is_authenticated else None
+
+        db.session.commit()
+
+        flash(_("Carga inicial aplicada exitosamente."), "success")
+
+    except Exception as e:
+        db.session.rollback()
+        flash(_("Error al aplicar la carga inicial: %(error)s", error=str(e)), "danger")
+
+    return redirect(url_for("carga_inicial_prestacion.index"))
+
+
+@carga_inicial_prestacion_bp.route("/<carga_id>/eliminar", methods=["POST"])
+@require_write_access()
+def eliminar(carga_id):
+    """Delete an initial balance load (only if in draft status)."""
+    carga = CargaInicialPrestacion.query.get_or_404(carga_id)
+
+    if carga.estado == "aplicado":
+        flash(_("No se puede eliminar una carga inicial ya aplicada."), "warning")
+        return redirect(url_for("carga_inicial_prestacion.index"))
+
+    try:
+        db.session.delete(carga)
+        db.session.commit()
+        flash(_("Carga inicial eliminada exitosamente."), "success")
+    except Exception as e:
+        db.session.rollback()
+        flash(_("Error al eliminar la carga inicial: %(error)s", error=str(e)), "danger")
+
+    return redirect(url_for("carga_inicial_prestacion.index"))
+
+
+@carga_inicial_prestacion_bp.route("/reporte")
+@require_read_access()
+def reporte():
+    """Generate accumulated benefits report."""
+    # Get filter parameters
+    empleado_id = request.args.get("empleado_id")
+    prestacion_id = request.args.get("prestacion_id")
+    fecha_desde = request.args.get("fecha_desde")
+    fecha_hasta = request.args.get("fecha_hasta")
+
+    # Build query
+    query = PrestacionAcumulada.query
+
+    if empleado_id:
+        query = query.filter(PrestacionAcumulada.empleado_id == empleado_id)
+
+    if prestacion_id:
+        query = query.filter(PrestacionAcumulada.prestacion_id == prestacion_id)
+
+    if fecha_desde:
+        query = query.filter(PrestacionAcumulada.fecha_transaccion >= fecha_desde)
+
+    if fecha_hasta:
+        query = query.filter(PrestacionAcumulada.fecha_transaccion <= fecha_hasta)
+
+    # Order by date
+    transacciones = query.order_by(
+        PrestacionAcumulada.empleado_id, PrestacionAcumulada.prestacion_id, PrestacionAcumulada.fecha_transaccion
+    ).all()
+
+    # Get choices for filters
+    empleados = Empleado.query.filter_by(activo=True).order_by(Empleado.codigo_empleado).all()
+    prestaciones = Prestacion.query.filter_by(activo=True).order_by(Prestacion.codigo).all()
+
+    return render_template(
+        "modules/carga_inicial_prestacion/reporte.html",
+        transacciones=transacciones,
+        empleados=empleados,
+        prestaciones=prestaciones,
+        empleado_id=empleado_id,
+        prestacion_id=prestacion_id,
+        fecha_desde=fecha_desde,
+        fecha_hasta=fecha_hasta,
+    )
+
+
+@carga_inicial_prestacion_bp.route("/reporte/excel")
+@require_read_access()
+def reporte_excel():
+    """Export accumulated benefits report to Excel."""
+    import io
+
+    try:
+        from openpyxl import Workbook
+        from openpyxl.styles import Font, PatternFill
+    except ImportError:
+        flash(_("La librería openpyxl no está instalada. No se puede generar el reporte Excel."), "danger")
+        return redirect(url_for("carga_inicial_prestacion.reporte"))
+
+    # Get filter parameters (same as reporte)
+    empleado_id = request.args.get("empleado_id")
+    prestacion_id = request.args.get("prestacion_id")
+    fecha_desde = request.args.get("fecha_desde")
+    fecha_hasta = request.args.get("fecha_hasta")
+
+    # Build query
+    query = PrestacionAcumulada.query
+
+    if empleado_id:
+        query = query.filter(PrestacionAcumulada.empleado_id == empleado_id)
+
+    if prestacion_id:
+        query = query.filter(PrestacionAcumulada.prestacion_id == prestacion_id)
+
+    if fecha_desde:
+        query = query.filter(PrestacionAcumulada.fecha_transaccion >= fecha_desde)
+
+    if fecha_hasta:
+        query = query.filter(PrestacionAcumulada.fecha_transaccion <= fecha_hasta)
+
+    transacciones = query.order_by(
+        PrestacionAcumulada.empleado_id, PrestacionAcumulada.prestacion_id, PrestacionAcumulada.fecha_transaccion
+    ).all()
+
+    # Create Excel workbook
+    wb = Workbook()
+    ws = wb.active
+    ws.title = "Prestaciones Acumuladas"
+
+    # Header style
+    header_fill = PatternFill(start_color="366092", end_color="366092", fill_type="solid")
+    header_font = Font(color="FFFFFF", bold=True)
+
+    # Headers - Enhanced for audit purposes
+    headers = [
+        "ID Transacción",
+        "Fecha Transacción",
+        "Código Empleado",
+        "Empleado",
+        "Código Prestación",
+        "Prestación",
+        "Tipo Acumulación",
+        "Tipo Transacción",
+        "Año",
+        "Mes",
+        "Monto Transacción",
+        "Saldo Anterior",
+        "Saldo Nuevo",
+        "Moneda",
+        "Nómina ID",
+        "Carga Inicial ID",
+        "Procesado Por",
+        "Fecha Creación",
+        "Creado Por",
+        "Observaciones",
+    ]
+
+    for col_num, header in enumerate(headers, 1):
+        cell = ws.cell(row=1, column=col_num, value=header)
+        cell.fill = header_fill
+        cell.font = header_font
+
+    # Data rows - Enhanced with all audit fields
+    for row_num, trans in enumerate(transacciones, 2):
+        ws.cell(row=row_num, column=1, value=trans.id)
+        ws.cell(row=row_num, column=2, value=trans.fecha_transaccion.strftime("%Y-%m-%d"))
+        ws.cell(row=row_num, column=3, value=trans.empleado.codigo_empleado)
+        ws.cell(
+            row=row_num,
+            column=4,
+            value=f"{trans.empleado.primer_nombre} {trans.empleado.primer_apellido}",
+        )
+        ws.cell(row=row_num, column=5, value=trans.prestacion.codigo)
+        ws.cell(row=row_num, column=6, value=trans.prestacion.nombre)
+        ws.cell(row=row_num, column=7, value=trans.prestacion.tipo_acumulacion)
+        ws.cell(row=row_num, column=8, value=trans.tipo_transaccion)
+        ws.cell(row=row_num, column=9, value=trans.anio)
+        ws.cell(row=row_num, column=10, value=trans.mes)
+        ws.cell(row=row_num, column=11, value=float(trans.monto_transaccion))
+        ws.cell(row=row_num, column=12, value=float(trans.saldo_anterior))
+        ws.cell(row=row_num, column=13, value=float(trans.saldo_nuevo))
+        ws.cell(row=row_num, column=14, value=trans.moneda.codigo)
+        ws.cell(row=row_num, column=15, value=trans.nomina_id or "")
+        ws.cell(row=row_num, column=16, value=trans.carga_inicial_id or "")
+        ws.cell(row=row_num, column=17, value=trans.procesado_por or "")
+        ws.cell(row=row_num, column=18, value=trans.creado.strftime("%Y-%m-%d"))
+        ws.cell(row=row_num, column=19, value=trans.creado_por or "")
+        ws.cell(row=row_num, column=20, value=trans.observaciones or "")
+
+    # Auto-adjust column widths
+    for column in ws.columns:
+        max_length = 0
+        column_letter = column[0].column_letter
+        for cell in column:
+            try:
+                if cell.value is not None and len(str(cell.value)) > max_length:
+                    max_length = len(cell.value)
+            except (TypeError, AttributeError):
+                # Skip cells with values that can't be converted to string
+                pass
+        adjusted_width = min(max_length + 2, 50)
+        ws.column_dimensions[column_letter].width = adjusted_width
+
+    # Save to BytesIO
+    output = io.BytesIO()
+    wb.save(output)
+    output.seek(0)
+
+    return Response(
+        output.read(),
+        mimetype="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+        headers={"Content-Disposition": "attachment;filename=prestaciones_acumuladas.xlsx"},
+    )

coati_payroll/vistas/config_calculos.py

@@ -0,0 +1,72 @@
+# Copyright 2025 BMO Soluciones, S.A.
+#
+# Licensed under the Apache License, Version 2.0 (the "License");
+# you may not use this file except in compliance with the License.
+# You may obtain a copy of the License at
+#
+#    http://www.apache.org/licenses/LICENSE-2.0
+#
+# Unless required by applicable law or agreed to in writing, software
+# distributed under the License is distributed on an "AS IS" BASIS,
+# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+# See the License for the specific language governing permissions and
+# limitations under the License.
+
+"""Configuración de parámetros de cálculo."""
+
+from __future__ import annotations
+
+from flask import Blueprint, flash, redirect, render_template, url_for
+
+from coati_payroll.forms import ConfiguracionCalculosForm
+from coati_payroll.i18n import _
+from coati_payroll.model import ConfiguracionCalculos, db
+from coati_payroll.rbac import require_write_access
+
+
+config_calculos_bp = Blueprint("config_calculos", __name__, url_prefix="/config-calculos")
+
+
+def _get_or_create_global_config() -> ConfiguracionCalculos:
+    """Get or create the global (empresa=None, pais=None) calculation config."""
+    config = db.session.execute(
+        db.select(ConfiguracionCalculos).filter(
+            ConfiguracionCalculos.empresa_id.is_(None),
+            ConfiguracionCalculos.pais_id.is_(None),
+            ConfiguracionCalculos.activo.is_(True),
+        )
+    ).scalar_one_or_none()
+
+    if config:
+        return config
+
+    config = ConfiguracionCalculos(
+        empresa_id=None,
+        pais_id=None,
+        activo=True,
+    )
+    db.session.add(config)
+    db.session.commit()
+    return config
+
+
+@config_calculos_bp.route("/", methods=["GET", "POST"])
+@require_write_access()
+def index():
+    """Edit global calculation parameters."""
+    config = _get_or_create_global_config()
+    form = ConfiguracionCalculosForm(obj=config)
+
+    if form.validate_on_submit():
+        config.liquidacion_modo_dias = form.liquidacion_modo_dias.data
+        config.liquidacion_factor_calendario = form.liquidacion_factor_calendario.data
+        config.liquidacion_factor_laboral = form.liquidacion_factor_laboral.data
+        db.session.commit()
+        flash(_("Configuración de cálculos actualizada."), "success")
+        return redirect(url_for("config_calculos.index"))
+
+    return render_template(
+        "modules/config_calculos/index.html",
+        form=form,
+        config=config,
+    )

coati_payroll/vistas/configuracion.py

@@ -0,0 +1,87 @@
+# Copyright 2025 BMO Soluciones, S.A.
+#
+# Licensed under the Apache License, Version 2.0 (the "License");
+# you may not use this file except in compliance with the License.
+# You may obtain a copy of the License at
+#
+#    http://www.apache.org/licenses/LICENSE-2.0
+#
+# Unless required by applicable law or agreed to in writing, software
+# distributed under the License is distributed on an "AS IS" BASIS,
+# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+# See the License for the specific language governing permissions and
+# limitations under the License.
+"""Global configuration views."""
+
+from __future__ import annotations
+
+# <-------------------------------------------------------------------------> #
+# Standard library
+# <-------------------------------------------------------------------------> #
+
+# <-------------------------------------------------------------------------> #
+# Third party libraries
+# <-------------------------------------------------------------------------> #
+from flask import Blueprint, flash, redirect, render_template, request, url_for
+
+# <-------------------------------------------------------------------------> #
+# Local modules
+# <-------------------------------------------------------------------------> #
+from coati_payroll.i18n import _
+from coati_payroll.rbac import require_write_access
+from coati_payroll.locale_config import (
+    SUPPORTED_LANGUAGES,
+    get_language_from_db,
+    set_language_in_db,
+)
+
+configuracion_bp = Blueprint("configuracion", __name__, url_prefix="/configuracion")
+
+
+@configuracion_bp.route("/")
+@require_write_access()
+def index():
+    """Display global configuration page."""
+    current_language = get_language_from_db()
+
+    # Language names for display
+    language_names = {"en": "English", "es": "Español"}
+
+    return render_template(
+        "modules/configuracion/index.html",
+        current_language=current_language,
+        supported_languages=SUPPORTED_LANGUAGES,
+        language_names=language_names,
+    )
+
+
+@configuracion_bp.route("/idioma", methods=["POST"])
+@require_write_access()
+def cambiar_idioma():
+    """Change the application language."""
+    new_language = request.form.get("idioma", "").strip()
+
+    if not new_language:
+        flash(_("Por favor seleccione un idioma."), "warning")
+        return redirect(url_for("configuracion.index"))
+
+    if new_language not in SUPPORTED_LANGUAGES:
+        flash(_("Idioma no soportado."), "danger")
+        return redirect(url_for("configuracion.index"))
+
+    try:
+        set_language_in_db(new_language)
+
+        # Message will be shown in the new language after redirect
+        language_names = {"en": "English", "es": "Español"}
+        flash(
+            _(
+                "Idioma actualizado a %(language)s.",
+                language=language_names[new_language],
+            ),
+            "success",
+        )
+    except Exception as e:
+        flash(_("Error al actualizar el idioma: %(error)s", error=str(e)), "danger")
+
+    return redirect(url_for("configuracion.index"))

coati_payroll/vistas/constants.py

@@ -0,0 +1,17 @@
+# Copyright 2025 BMO Soluciones, S.A.
+#
+# Licensed under the Apache License, Version 2.0 (the "License");
+# you may not use this file except in compliance with the License.
+# You may obtain a copy of the License at
+#
+#    http://www.apache.org/licenses/LICENSE-2.0
+#
+# Unless required by applicable law or agreed to in writing, software
+# distributed under the License is distributed on an "AS IS" BASIS,
+# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+# See the License for the specific language governing permissions and
+# limitations under the License.
+"""Constants for the vistas module."""
+
+# Number of items per page for pagination
+PER_PAGE = 10