coati-payroll 0.0.2__py3-none-any.whl

coati_payroll/vistas/prestacion.py

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+# 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.
+"""Prestacion (Benefits) module views.
+
+This module provides views for managing benefits including a dashboard
+and bulk loading capabilities similar to the vacation module.
+"""
+
+from __future__ import annotations
+
+from decimal import Decimal
+
+from flask import Blueprint, flash, redirect, render_template, request, url_for
+from flask_login import current_user, login_required
+from sqlalchemy import func
+
+from coati_payroll.enums import TipoUsuario
+from coati_payroll.i18n import _
+from coati_payroll.model import (
+    db,
+    Prestacion,
+    PrestacionAcumulada,
+    CargaInicialPrestacion,
+    Empleado,
+    Moneda,
+)
+from coati_payroll.rbac import require_role
+
+# Constants
+MAX_DISPLAYED_ERRORS = 10  # Maximum number of errors to display in bulk upload results
+
+prestacion_management_bp = Blueprint("prestacion_management", __name__, url_prefix="/prestacion-management")
+
+
+# ============================================================================
+# Prestacion Dashboard
+# ============================================================================
+
+
+@prestacion_management_bp.route("/")
+@login_required
+def dashboard():
+    """Prestacion management dashboard."""
+    # Statistics
+    total_prestaciones = (
+        db.session.execute(db.select(func.count(Prestacion.id)).filter(Prestacion.activo.is_(True))).scalar() or 0
+    )
+
+    # Count employees with benefit balances
+    total_accounts = (
+        db.session.execute(db.select(func.count(func.distinct(PrestacionAcumulada.empleado_id)))).scalar() or 0
+    )
+
+    # Count pending initial loads
+    pending_loads = (
+        db.session.execute(
+            db.select(func.count(CargaInicialPrestacion.id)).filter(CargaInicialPrestacion.estado == "borrador")
+        ).scalar()
+        or 0
+    )
+
+    # Recent activity - latest transactions
+    recent_transactions = (
+        db.session.execute(
+            db.select(PrestacionAcumulada)
+            .join(PrestacionAcumulada.empleado)
+            .order_by(PrestacionAcumulada.fecha_transaccion.desc())
+            .limit(10)
+        )
+        .scalars()
+        .all()
+    )
+
+    return render_template(
+        "modules/prestacion_management/dashboard.html",
+        total_prestaciones=total_prestaciones,
+        total_accounts=total_accounts,
+        pending_loads=pending_loads,
+        recent_transactions=recent_transactions,
+    )
+
+
+# ============================================================================
+# Initial Balance Loading (for System Implementation)
+# ============================================================================
+
+
+@prestacion_management_bp.route("/initial-balance/bulk", methods=["GET", "POST"])
+@require_role(TipoUsuario.ADMIN)
+def initial_balance_bulk():
+    """Bulk load initial prestacion balances from Excel.
+
+    Used during system implementation for companies with many employees.
+    Allows uploading an Excel file with initial prestacion balances for multiple
+    employees at once.
+
+    Expected Excel format (without headers, data starts on row 1):
+    - Column A: Código de Empleado
+    - Column B: Código de Prestación
+    - Column C: Año de Corte
+    - Column D: Mes de Corte
+    - Column E: Código de Moneda
+    - Column F: Saldo Acumulado
+    - Column G: Tipo de Cambio (opcional, default 1.0)
+    - Column H: Observaciones (opcional)
+    """
+    if request.method == "POST":
+        # Check if file was uploaded
+        if "file" not in request.files:
+            flash(_("No se seleccionó ningún archivo."), "warning")
+            return redirect(url_for("prestacion_management.initial_balance_bulk"))
+
+        file = request.files["file"]
+
+        if file.filename == "":
+            flash(_("No se seleccionó ningún archivo."), "warning")
+            return redirect(url_for("prestacion_management.initial_balance_bulk"))
+
+        if not file.filename.endswith((".xlsx", ".xls")):
+            flash(_("Por favor, suba un archivo Excel (.xlsx o .xls)."), "warning")
+            return redirect(url_for("prestacion_management.initial_balance_bulk"))
+
+        try:
+            import openpyxl
+
+            # Load Excel file
+            workbook = openpyxl.load_workbook(file, data_only=True)
+            sheet = workbook.active
+
+            success_count = 0
+            error_count = 0
+            errors = []
+
+            # Process each row (data starts at row 1, no headers expected)
+            for row_num, row in enumerate(sheet.iter_rows(min_row=1, values_only=True), start=1):
+                codigo_empleado = row[0]
+                codigo_prestacion = row[1]
+                anio_corte = row[2]
+                mes_corte = row[3]
+                codigo_moneda = row[4]
+                saldo_acumulado = row[5]
+                tipo_cambio = row[6] if len(row) > 6 and row[6] is not None else Decimal("1.0")
+                observaciones = row[7] if len(row) > 7 else "Carga masiva de saldo inicial"
+
+                # Validate required fields
+                if not all(
+                    [
+                        codigo_empleado,
+                        codigo_prestacion,
+                        anio_corte,
+                        mes_corte,
+                        codigo_moneda,
+                        saldo_acumulado is not None,
+                    ]
+                ):
+                    errors.append(f"Fila {row_num}: Faltan campos requeridos")
+                    error_count += 1
+                    continue
+
+                # Find employee
+                empleado = db.session.execute(
+                    db.select(Empleado).filter(Empleado.codigo_empleado == codigo_empleado, Empleado.activo.is_(True))
+                ).scalar_one_or_none()
+
+                if not empleado:
+                    errors.append(f"Fila {row_num}: Empleado {codigo_empleado} no encontrado")
+                    error_count += 1
+                    continue
+
+                # Find prestacion
+                prestacion = db.session.execute(
+                    db.select(Prestacion).filter(Prestacion.codigo == codigo_prestacion, Prestacion.activo.is_(True))
+                ).scalar_one_or_none()
+
+                if not prestacion:
+                    errors.append(f"Fila {row_num}: Prestación {codigo_prestacion} no encontrada")
+                    error_count += 1
+                    continue
+
+                # Find moneda
+                moneda = db.session.execute(
+                    db.select(Moneda).filter(Moneda.codigo == codigo_moneda, Moneda.activo.is_(True))
+                ).scalar_one_or_none()
+
+                if not moneda:
+                    errors.append(f"Fila {row_num}: Moneda {codigo_moneda} no encontrada")
+                    error_count += 1
+                    continue
+
+                # Check for duplicate
+                existing = db.session.execute(
+                    db.select(CargaInicialPrestacion).filter(
+                        CargaInicialPrestacion.empleado_id == empleado.id,
+                        CargaInicialPrestacion.prestacion_id == prestacion.id,
+                        CargaInicialPrestacion.anio_corte == anio_corte,
+                        CargaInicialPrestacion.mes_corte == mes_corte,
+                    )
+                ).scalar_one_or_none()
+
+                if existing:
+                    errors.append(
+                        f"Fila {row_num}: Duplicado {codigo_empleado}, {codigo_prestacion}, {mes_corte}/{anio_corte}"
+                    )
+                    error_count += 1
+                    continue
+
+                try:
+                    # Calculate saldo_convertido
+                    saldo_convertido = Decimal(str(saldo_acumulado)) * Decimal(str(tipo_cambio))
+
+                    # Create CargaInicialPrestacion
+                    carga = CargaInicialPrestacion(
+                        empleado_id=empleado.id,
+                        prestacion_id=prestacion.id,
+                        anio_corte=anio_corte,
+                        mes_corte=mes_corte,
+                        moneda_id=moneda.id,
+                        saldo_acumulado=Decimal(str(saldo_acumulado)),
+                        tipo_cambio=Decimal(str(tipo_cambio)),
+                        saldo_convertido=saldo_convertido,
+                        observaciones=str(observaciones) if observaciones else "Carga masiva de saldo inicial",
+                        estado="borrador",
+                        creado_por=current_user.usuario if current_user.is_authenticated else None,
+                    )
+
+                    db.session.add(carga)
+                    success_count += 1
+
+                except Exception as e:
+                    errors.append(f"Fila {row_num}: Error al procesar {codigo_empleado}: {str(e)}")
+                    error_count += 1
+                    continue
+
+            # Commit all changes
+            try:
+                db.session.commit()
+                flash(
+                    _("Carga completada: {} registros exitosos en estado borrador, {} errores.").format(
+                        success_count, error_count
+                    ),
+                    "success" if error_count == 0 else "warning",
+                )
+
+                if errors:
+                    error_details = "<br>".join(errors[:MAX_DISPLAYED_ERRORS])
+                    if len(errors) > MAX_DISPLAYED_ERRORS:
+                        error_details += f"<br>...y {len(errors) - MAX_DISPLAYED_ERRORS} errores más"
+                    flash(error_details, "warning")
+
+            except Exception as e:
+                db.session.rollback()
+                flash(_("Error al guardar los cambios: {}").format(str(e)), "danger")
+
+        except ImportError:
+            flash(_("Error: La librería openpyxl no está instalada. Contacte al administrador."), "danger")
+        except Exception as e:
+            flash(_("Error al procesar el archivo Excel: {}").format(str(e)), "danger")
+
+        return redirect(url_for("prestacion_management.initial_balance_bulk"))
+
+    return render_template("modules/prestacion_management/initial_balance_bulk.html")