reporte concentrado estilo legacy: tabla detalle ventas x metodo x moneda + legacy_id en cita/venta + metodo saldo_favor + fix moneda USD en pagos del POS

This commit is contained in:
2026-10-10 09:24:57 +00:00
parent 85df17545f
commit 2523635716
11 changed files with 548 additions and 134 deletions

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@@ -1,94 +1,225 @@
import type { FC } from 'react'; import type { FC, ReactNode } from 'react';
import { useEffect, useState, useCallback } from 'react'; import { useEffect, useMemo, useRef, useState, useCallback } from 'react';
import { LayoutGrid } from 'lucide-react'; import { Printer, Search, Stethoscope, Tag, ClipboardList } from 'lucide-react';
import { Card, Input, Badge, Skeleton, toast } from '../ui'; import { Card, Button, EmptyState, Skeleton, toast } from '../ui';
import { ExportButton } from '../ui/ExportButton'; import { ExportButton } from '../ui/ExportButton';
import { exportToExcel } from '../../lib/exporter'; import { exportToExcel } from '../../lib/exporter';
import { odooApi, type ConcentradoReport as ConcentradoData } from '../../services/odoo'; import { odooApi, type ConcentradoDetalleReport, type Doctor, type Service } from '../../services/odoo';
import type { BadgeVariant } from '../ui/Badge';
import { useReportRange } from '../../lib/reportRange'; import { useReportRange } from '../../lib/reportRange';
import { cn } from '../../lib/utils';
const formatCurrency = (value: number) => const formatCurrency = (value: number) =>
new Intl.NumberFormat('es-MX', { style: 'currency', currency: 'MXN', maximumFractionDigits: 0 }).format(value); new Intl.NumberFormat('es-MX', { style: 'currency', currency: 'MXN', minimumFractionDigits: 2 }).format(value);
const citaStateLabels: Record<string, string> = { const fmtMoney = (v: number) =>
pending: 'Pendiente', confirmed: 'Confirmada', arrived: 'Llegó', `$${(v || 0).toLocaleString('es-MX', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
in_progress: 'En curso', done: 'Completada', cancelled: 'Cancelada', no_show: 'No show',
};
const visitaStateLabels: Record<string, string> = {
en_curso: 'En curso', completada: 'Completada', cancelada: 'Cancelada',
};
const metodoLabels: Record<string, string> = {
cash: 'Efectivo', card: 'Tarjeta', transfer: 'Transferencia',
stripe: 'Stripe', mercadopago: 'MercadoPago',
};
const stateBadge = (state: string): BadgeVariant =>
state === 'done' || state === 'completada' ? 'success'
: state === 'cancelled' || state === 'no_show' || state === 'cancelada' ? 'danger'
: state === 'pending' || state === 'en_curso' ? 'warning' : 'info';
// Desglose legacy: 5 métodos de pago x 2 monedas
const METODOS = [
{ key: 'efectivo', label: 'Efectivo' },
{ key: 'tarjeta', label: 'Tarjeta' },
{ key: 'transferencia', label: 'Transferencia' },
{ key: 'saldo_favor', label: 'Saldo a favor' },
{ key: 'monedero', label: 'Monedero' },
] as const;
const Kpi: FC<{ label: string; value: React.ReactNode; rose?: boolean }> = ({ label, value, rose }) => ( const MONEY_COLUMNS = METODOS.flatMap((m) => [
<Card className="p-4 bg-theme-bg border-0"> { key: `${m.key}_usd`, header: `${m.label} USD` },
<p className="text-xs text-theme-muted">{label}</p> { key: `${m.key}_mxn`, header: `${m.label} M.N.` },
<p className={`text-xl font-heading font-semibold ${rose ? 'text-rose-600' : 'text-theme-heading'}`}>{value}</p> ]);
</Card>
const CATEGORIAS = [
{ value: 'consulta', label: 'Consulta' },
{ value: 'tratamiento', label: 'Tratamiento' },
{ value: 'procedimiento', label: 'Procedimiento' },
{ value: 'paquete', label: 'Paquete' },
];
// ---------------------------------------------------------------
// Multiselect compacto (mismo lenguaje visual que los Select):
// botón con el conteo + panel con buscador y checkboxes.
// ---------------------------------------------------------------
interface MultiSelectProps {
label: string;
icon?: ReactNode;
options: { value: string; label: string }[];
selected: string[];
onChange: (values: string[]) => void;
searchable?: boolean;
}
const MultiSelect: FC<MultiSelectProps> = ({ label, icon, options, selected, onChange, searchable }) => {
const [open, setOpen] = useState(false);
const [query, setQuery] = useState('');
const ref = useRef<HTMLDivElement>(null);
useEffect(() => {
if (!open) return;
const onClick = (e: MouseEvent) => {
if (ref.current && !ref.current.contains(e.target as Node)) setOpen(false);
};
document.addEventListener('mousedown', onClick);
return () => document.removeEventListener('mousedown', onClick);
}, [open]);
const visibles = query
? options.filter((o) => o.label.toLowerCase().includes(query.toLowerCase()))
: options;
const toggle = (value: string) => {
onChange(selected.includes(value) ? selected.filter((v) => v !== value) : [...selected, value]);
};
return (
<div ref={ref} className="relative">
<button
type="button"
onClick={() => setOpen((o) => !o)}
className={cn(
'w-full rounded-xl border bg-theme-surface px-3 py-2 text-left text-sm transition appearance-none',
'focus:outline-none focus:ring-2 focus:ring-theme-accent/30 focus:border-theme-accent',
selected.length > 0 ? 'border-theme-accent text-theme-heading' : 'border-theme-border-strong text-theme-heading'
)}
>
<span className="flex items-center gap-1.5">
{icon}
<span className="truncate">
{label}
{selected.length > 0 && <span className="text-theme-muted"> ({selected.length})</span>}
</span>
</span>
</button>
{open && (
<div className="absolute z-30 mt-1 w-64 max-w-[80vw] rounded-xl border border-theme-border bg-theme-surface shadow-lg p-2">
{searchable && (
<div className="relative mb-1.5">
<Search size={13} className="absolute left-2.5 top-1/2 -translate-y-1/2 text-theme-muted" />
<input
autoFocus
value={query}
onChange={(e) => setQuery(e.target.value)}
placeholder="Buscar..."
className="w-full rounded-lg border border-theme-border-strong bg-theme-bg pl-7 pr-2 py-1.5 text-xs text-theme-heading focus:outline-none focus:border-theme-accent"
/>
</div>
)}
<div className="max-h-56 overflow-auto">
{visibles.length === 0 && <p className="px-2 py-1.5 text-xs text-theme-muted">Sin opciones</p>}
{visibles.map((o) => (
<label key={o.value} className="flex items-center gap-2 px-2 py-1.5 rounded-lg hover:bg-theme-bg cursor-pointer text-sm text-theme-heading">
<input
type="checkbox"
checked={selected.includes(o.value)}
onChange={() => toggle(o.value)}
className="rounded border-theme-border-strong accent-[var(--accent)]"
/>
<span className="truncate">{o.label}</span>
</label>
))}
</div>
{selected.length > 0 && (
<button
type="button"
onClick={() => onChange([])}
className="mt-1 w-full text-center text-xs text-theme-muted hover:text-theme-heading py-1"
>
Limpiar selección
</button>
)}
</div>
)}
</div>
); );
};
const ConcentradoReport: FC = () => { const ConcentradoReport: FC = () => {
// Rango global de Reportes; los campos Inicio/Fin fijan uno propio // Rango global de Reportes (sin selector propio de fechas)
const { start, end, setStart, setEnd } = useReportRange('concentrado'); const { start, end } = useReportRange('concentrado');
const [data, setData] = useState<ConcentradoData | null>(null); const [data, setData] = useState<ConcentradoDetalleReport | null>(null);
const [loading, setLoading] = useState(true); const [loading, setLoading] = useState(true);
// Catálogos para los filtros
const [doctors, setDoctors] = useState<Doctor[]>([]);
const [services, setServices] = useState<Service[]>([]);
// Filtros
const [selDoctores, setSelDoctores] = useState<string[]>([]);
const [selCategorias, setSelCategorias] = useState<string[]>([]);
const [selServicios, setSelServicios] = useState<string[]>([]);
const [vip, setVip] = useState(false);
useEffect(() => {
let alive = true;
Promise.all([odooApi.getDoctors(), odooApi.getServices({ page_size: 200 })])
.then(([d, s]) => {
if (!alive) return;
setDoctors(d.doctors || []);
setServices(s.services || []);
})
.catch((err) => console.error('Error al cargar filtros', err));
return () => { alive = false; };
}, []);
// Al cambiar las categorías, los servicios seleccionados que ya no aplican se sueltan
const serviciosFiltrados = useMemo(
() => (selCategorias.length ? services.filter((s) => selCategorias.includes(s.category)) : services),
[services, selCategorias]
);
useEffect(() => {
setSelServicios((prev) => prev.filter((id) => serviciosFiltrados.some((s) => String(s.id) === id)));
}, [serviciosFiltrados]);
const load = useCallback(async () => { const load = useCallback(async () => {
try { try {
setLoading(true); setLoading(true);
const res = await odooApi.getConcentrado(start, end); const res = await odooApi.getConcentradoDetalle({
if (res.status === 'success') { start,
const { citas, ventas, pagos, devoluciones, pacientes_nuevos, visitas, start: s, end: e } = res; end,
setData({ citas, ventas, pagos, devoluciones, pacientes_nuevos, visitas, start: s, end: e }); doctor_ids: selDoctores.join(',') || undefined,
} categoria_ids: selCategorias.join(',') || undefined,
servicio_ids: selServicios.join(',') || undefined,
vip: vip || undefined,
});
if (res.status === 'success') setData(res);
} catch (err) { } catch (err) {
toast.error('Error al cargar concentrado'); toast.error('Error al cargar concentrado');
console.error(err); console.error(err);
} finally { } finally {
setLoading(false); setLoading(false);
} }
}, [start, end]); }, [start, end, selDoctores, selCategorias, selServicios, vip]);
useEffect(() => { load(); }, [load]); useEffect(() => { load(); }, [load]);
const rows = data?.rows ?? [];
const totals = data?.totals ?? {};
const [exporting, setExporting] = useState(false); const [exporting, setExporting] = useState(false);
const exportar = async () => { const exportar = async () => {
if (!data) return; if (!data) return;
try { try {
setExporting(true); setExporting(true);
const rows: Record<string, unknown>[] = [ const money = { format: 'currency' as const };
{ seccion: 'Citas', concepto: 'Total', cantidad: data.citas.total, monto: null },
...Object.entries(data.citas.by_state).map(([k, v]) => ({ seccion: 'Citas', concepto: citaStateLabels[k] || k, cantidad: v, monto: null })),
{ seccion: 'Visitas', concepto: 'Total', cantidad: data.visitas.total, monto: null },
...Object.entries(data.visitas.by_state).map(([k, v]) => ({ seccion: 'Visitas', concepto: visitaStateLabels[k] || k, cantidad: v, monto: null })),
{ seccion: 'Ventas', concepto: 'Cantidad', cantidad: data.ventas.count, monto: null },
{ seccion: 'Ventas', concepto: 'Total vendido', cantidad: null, monto: data.ventas.total },
{ seccion: 'Ventas', concepto: 'Por cobrar', cantidad: null, monto: data.ventas.total_due },
{ seccion: 'Cobros', concepto: 'Total cobrado', cantidad: data.pagos.count, monto: data.pagos.total },
...Object.entries(data.pagos.by_method).map(([k, v]) => ({ seccion: 'Cobros', concepto: metodoLabels[k] || k, cantidad: null, monto: v })),
{ seccion: 'Devoluciones', concepto: 'Devuelto', cantidad: data.devoluciones.count, monto: data.devoluciones.total },
{ seccion: 'Pacientes', concepto: 'Nuevos en el periodo', cantidad: data.pacientes_nuevos, monto: null },
];
await exportToExcel({ await exportToExcel({
filename: `concentrado-${start}_${end}`, filename: `concentrado-${start}_${end}`,
sheetName: 'Concentrado', sheetName: 'Concentrado',
title: 'Concentrado del periodo', title: 'Concentrado de ventas',
subtitle: `Del ${start} al ${end}`, subtitle: `Del ${start} al ${end} · Pacientes atendidos: ${data.pacientes_atendidos} · Ticket promedio: ${formatCurrency(data.ticket_promedio)}`,
columns: [ columns: [
{ header: 'Sección', key: 'seccion' }, { header: 'Folio', key: 'folio' },
{ header: 'Fecha', key: 'fecha' },
{ header: 'Paciente', key: 'paciente' },
{ header: 'Folio Dr', key: 'folio_dr' },
{ header: 'Atendido por', key: 'medico' },
{ header: 'Vendedor', key: 'vendedor' },
{ header: 'Concepto', key: 'concepto' }, { header: 'Concepto', key: 'concepto' },
{ header: 'Cantidad', key: 'cantidad', format: 'number' }, ...MONEY_COLUMNS.map((c) => ({ header: c.header, key: c.key, ...money })),
{ header: 'Monto', key: 'monto', format: 'currency' },
], ],
rows, rows: rows as unknown as Record<string, unknown>[],
totals: {
folio: 'Totales', fecha: '', paciente: '', folio_dr: '', medico: '', vendedor: '', concepto: '',
...totals,
},
}); });
toast.success('Excel descargado'); toast.success('Excel descargado');
} catch (err) { } catch (err) {
@@ -99,87 +230,136 @@ const ConcentradoReport: FC = () => {
} }
}; };
const thBase = 'text-left px-3 py-2 font-medium';
const tdBase = 'px-3 py-2';
const moneyCell = (v: number | undefined) => (v ? fmtMoney(v) : '');
return ( return (
<div className="space-y-4 sm:space-y-6"> <div className="space-y-4 sm:space-y-6">
<Card> <Card>
<Card.Body> <Card.Body>
<div className="flex flex-col sm:flex-row gap-3 items-end"> <div className="flex flex-wrap items-end gap-3">
<Input label="Inicio" type="date" value={start} onChange={(e) => setStart(e.target.value)} className="sm:max-w-[160px]" /> <div className="w-full sm:w-56">
<Input label="Fin" type="date" value={end} onChange={(e) => setEnd(e.target.value)} className="sm:max-w-[160px]" /> <MultiSelect
label="Doctores"
<div className="sm:ml-auto"> icon={<Stethoscope size={14} className="text-theme-muted shrink-0" />}
options={doctors.map((d) => ({
value: String(d.id),
label: (d.staff_type ?? 'doctor') === 'cosmetologa' ? `${d.name} (Cosmetóloga)` : d.name,
}))}
selected={selDoctores}
onChange={setSelDoctores}
searchable
/>
</div>
<div className="w-full sm:w-52">
<MultiSelect
label="Categorías"
icon={<Tag size={14} className="text-theme-muted shrink-0" />}
options={CATEGORIAS}
selected={selCategorias}
onChange={setSelCategorias}
/>
</div>
<div className="w-full sm:w-64">
<MultiSelect
label="Servicios"
icon={<ClipboardList size={14} className="text-theme-muted shrink-0" />}
options={serviciosFiltrados.map((s) => ({ value: String(s.id), label: s.name }))}
selected={selServicios}
onChange={setSelServicios}
searchable
/>
</div>
<Button variant={vip ? 'primary' : 'outline'} size="sm" onClick={() => setVip((v) => !v)}>
VIP{vip ? ' ✓' : ''}
</Button>
<span className="text-xs text-theme-muted ml-auto">
{start} — {end} · {rows.length} venta{rows.length === 1 ? '' : 's'}
</span>
<div className="flex items-center gap-2">
<Button variant="outline" size="sm" onClick={() => window.print()}>
<Printer size={14} className="mr-1.5" />
Imprimir
</Button>
<ExportButton onClick={exportar} loading={exporting} /> <ExportButton onClick={exportar} loading={exporting} />
</div> </div>
</div> </div>
</Card.Body> </Card.Body>
</Card> </Card>
<Card className="print-concentrado">
<Card.Body>
{loading ? ( {loading ? (
<div className="grid grid-cols-2 md:grid-cols-4 gap-4"> <Skeleton count={8} className="h-10 w-full" />
{Array.from({ length: 8 }).map((_, i) => <Skeleton key={i} className="h-24 w-full" />)} ) : rows.length === 0 ? (
</div> <EmptyState
) : data ? ( title="Sin ventas en el periodo"
<> subtitle="No hay ventas que coincidan con los filtros seleccionados."
<div className="grid grid-cols-2 md:grid-cols-4 gap-4"> />
<Kpi label="Citas" value={data.citas.total} />
<Kpi label="Visitas clínicas" value={data.visitas.total} />
<Kpi label="Pacientes nuevos" value={data.pacientes_nuevos} />
<Kpi label="Ventas" value={data.ventas.count} />
<Kpi label="Total vendido" value={formatCurrency(data.ventas.total)} />
<Kpi label="Cobrado" value={formatCurrency(data.pagos.total)} />
<Kpi label="Por cobrar" value={formatCurrency(data.ventas.total_due)} rose={data.ventas.total_due > 0} />
<Kpi label="Devoluciones" value={`${data.devoluciones.count} · ${formatCurrency(data.devoluciones.total)}`} rose={data.devoluciones.total > 0} />
</div>
<div className="grid grid-cols-1 lg:grid-cols-3 gap-4 sm:gap-6">
<Card>
<Card.Body>
<h3 className="font-heading text-lg text-theme-heading mb-3 flex items-center">
<LayoutGrid size={18} className="mr-2" /> Citas por estado
</h3>
<div className="flex flex-wrap gap-2">
{Object.entries(data.citas.by_state).map(([state, count]) => (
<Badge key={state} variant={stateBadge(state)}>
{citaStateLabels[state] || state}: {count}
</Badge>
))}
{data.citas.total === 0 && <p className="text-sm text-theme-muted">Sin citas.</p>}
</div>
</Card.Body>
</Card>
<Card>
<Card.Body>
<h3 className="font-heading text-lg text-theme-heading mb-3">Cobros por método</h3>
{Object.keys(data.pagos.by_method).length === 0 ? (
<p className="text-sm text-theme-muted">Sin cobros.</p>
) : ( ) : (
<div className="space-y-2"> <div className="overflow-auto max-h-[62vh] rounded-xl border border-theme-border">
{Object.entries(data.pagos.by_method).map(([method, amount]) => ( <table className="w-full text-xs whitespace-nowrap">
<div key={method} className="flex items-center justify-between p-2.5 bg-theme-bg rounded-lg text-sm"> <thead className="sticky top-0 z-10">
<span className="text-theme-heading">{metodoLabels[method] || method}</span> <tr className="bg-theme-bg text-theme-muted uppercase">
<span className="font-medium text-theme-heading">{formatCurrency(amount)}</span> <th rowSpan={2} className={cn(thBase, 'sticky left-0 bg-theme-bg z-20')}>Folio</th>
</div> <th rowSpan={2} className={thBase}>Fecha</th>
<th rowSpan={2} className={thBase}>Paciente</th>
<th rowSpan={2} className={thBase}>Folio Dr</th>
<th rowSpan={2} className={thBase}>Atendido por</th>
<th rowSpan={2} className={thBase}>Vendedor</th>
<th rowSpan={2} className={thBase}>Concepto</th>
{METODOS.map((m) => (
<th key={m.key} colSpan={2} className="text-center px-3 py-2 border-l border-theme-border font-medium">
{m.label}
</th>
))} ))}
</tr>
<tr className="bg-theme-bg text-theme-muted uppercase">
{METODOS.flatMap((m) => [
<th key={`${m.key}_usd`} className="text-right px-3 py-1.5 border-l border-theme-border font-medium">USD</th>,
<th key={`${m.key}_mxn`} className="text-right px-3 py-1.5 font-medium">M.N.</th>,
])}
</tr>
</thead>
<tbody className="divide-y divide-theme-border bg-theme-surface">
{rows.map((r) => (
<tr key={r.folio} className="hover:bg-theme-bg">
<td className={cn(tdBase, 'sticky left-0 bg-theme-surface hover:bg-theme-bg z-10 font-medium text-theme-heading')}>{r.folio}</td>
<td className={cn(tdBase, 'text-theme-muted')}>{r.fecha}</td>
<td className={cn(tdBase, 'text-theme-heading')}>{r.paciente}</td>
<td className={cn(tdBase, 'text-theme-muted')}>{r.folio_dr || '-'}</td>
<td className={cn(tdBase, 'text-theme-muted')}>{r.medico || '-'}</td>
<td className={cn(tdBase, 'text-theme-muted')}>{r.vendedor || '-'}</td>
<td className={cn(tdBase, 'text-theme-muted max-w-[280px] truncate')} title={r.concepto}>{r.concepto}</td>
{MONEY_COLUMNS.map((c, i) => (
<td key={c.key} className={cn(tdBase, 'text-right', i % 2 === 0 && 'border-l border-theme-border', r[c.key as keyof typeof r] ? 'text-theme-heading' : 'text-theme-muted/50')}>
{moneyCell(r[c.key as keyof typeof r] as number | undefined)}
</td>
))}
</tr>
))}
</tbody>
<tfoot className="sticky bottom-0 bg-theme-bg font-semibold text-theme-heading">
<tr>
<td colSpan={7} className={cn(tdBase, 'uppercase text-xs tracking-wide')}>Totales</td>
{MONEY_COLUMNS.map((c, i) => (
<td key={c.key} className={cn(tdBase, 'text-right', i % 2 === 0 && 'border-l border-theme-border')}>
{fmtMoney(totals[c.key])}
</td>
))}
</tr>
<tr className="font-normal">
<td colSpan={17} className={cn(tdBase, 'text-theme-muted')}>
Pacientes atendidos: {data?.pacientes_atendidos ?? 0} · Ticket promedio: {formatCurrency(data?.ticket_promedio ?? 0)}
</td>
</tr>
</tfoot>
</table>
</div> </div>
)} )}
</Card.Body> </Card.Body>
</Card> </Card>
<Card>
<Card.Body>
<h3 className="font-heading text-lg text-theme-heading mb-3">Visitas por estado</h3>
<div className="flex flex-wrap gap-2">
{Object.entries(data.visitas.by_state).map(([state, count]) => (
<Badge key={state} variant={stateBadge(state)}>
{visitaStateLabels[state] || state}: {count}
</Badge>
))}
{data.visitas.total === 0 && <p className="text-sm text-theme-muted">Sin visitas.</p>}
</div>
</Card.Body>
</Card>
</div>
</>
) : null}
</div> </div>
); );
}; };

View File

@@ -261,13 +261,16 @@ p {
.print-agenda, .print-agenda,
.print-agenda *, .print-agenda *,
.print-recibo, .print-recibo,
.print-recibo * { .print-recibo *,
.print-concentrado,
.print-concentrado * {
visibility: visible; visibility: visible;
} }
.print-ticket, .print-ticket,
.print-receta, .print-receta,
.print-agenda, .print-agenda,
.print-recibo { .print-recibo,
.print-concentrado {
position: absolute; position: absolute;
top: 0; top: 0;
left: 0; left: 0;
@@ -321,4 +324,30 @@ p {
.print-recibo { .print-recibo {
position: static; position: static;
} }
/* Concentrado de ventas: tabla ancha en hoja horizontal. Página con nombre
propia para no afectar la orientación de los demás documentos. */
.print-concentrado {
page: concentrado-landscape;
border: none;
border-radius: 0;
box-shadow: none;
}
.print-concentrado .overflow-auto {
max-height: none !important;
overflow: visible !important;
}
.print-concentrado table {
font-size: 7.5pt;
white-space: normal;
}
.print-concentrado thead,
.print-concentrado tfoot,
.print-concentrado th,
.print-concentrado td {
position: static !important;
}
}
@page concentrado-landscape {
size: A4 landscape;
margin: 8mm;
} }

View File

@@ -33,6 +33,7 @@ const METODO_OPTIONS = [
{ value: 'transfer', label: 'Transferencia' }, { value: 'transfer', label: 'Transferencia' },
{ value: 'stripe', label: 'Stripe' }, { value: 'stripe', label: 'Stripe' },
{ value: 'mercadopago', label: 'MercadoPago' }, { value: 'mercadopago', label: 'MercadoPago' },
{ value: 'saldo_favor', label: 'Saldo a favor' },
]; ];
const metodoLabel = (m: string) => METODO_OPTIONS.find((o) => o.value === m)?.label || m; const metodoLabel = (m: string) => METODO_OPTIONS.find((o) => o.value === m)?.label || m;

View File

@@ -1205,6 +1205,38 @@ export interface ConcentradoReport {
visitas: { total: number; by_state: Record<string, number> }; visitas: { total: number; by_state: Record<string, number> };
} }
export interface ConcentradoDetalleRow {
folio: string;
fecha: string;
paciente: string;
folio_dr: string | null;
medico: string;
vendedor: string;
concepto: string;
efectivo_usd: number;
efectivo_mxn: number;
tarjeta_usd: number;
tarjeta_mxn: number;
transferencia_usd: number;
transferencia_mxn: number;
saldo_favor_usd: number;
saldo_favor_mxn: number;
monedero_usd: number;
monedero_mxn: number;
}
export type ConcentradoDetalleTotals = Record<string, number>;
export interface ConcentradoDetalleReport {
status: string;
start: string;
end: string;
rows: ConcentradoDetalleRow[];
totals: ConcentradoDetalleTotals;
pacientes_atendidos: number;
ticket_promedio: number;
}
export interface RecomendacionRow { export interface RecomendacionRow {
recomendador: string; recomendador: string;
pacientes: number; pacientes: number;
@@ -2139,6 +2171,11 @@ export const odooApi = {
return data; return data;
}, },
async getConcentradoDetalle(params: { start?: string; end?: string; doctor_ids?: string; categoria_ids?: string; servicio_ids?: string; vip?: boolean }): Promise<ConcentradoDetalleReport> {
const { data } = await axios.get(`${ODOO_BASE}/skeen/frontend/v1/reports/concentrado/detalle`, { params });
return data;
},
async getRecomendaciones(): Promise<{ status: string; recomendaciones: RecomendacionRow[]; total: number }> { async getRecomendaciones(): Promise<{ status: string; recomendaciones: RecomendacionRow[]; total: number }> {
const { data } = await axios.get(`${ODOO_BASE}/skeen/frontend/v1/reports/recomendaciones`); const { data } = await axios.get(`${ODOO_BASE}/skeen/frontend/v1/reports/recomendaciones`);
return data; return data;

View File

@@ -1,7 +1,7 @@
# -*- coding: utf-8 -*- # -*- coding: utf-8 -*-
{ {
'name': 'SKEEN Citas', 'name': 'SKEEN Citas',
'version': '1.0.0', 'version': '1.0.1',
'category': 'Healthcare', 'category': 'Healthcare',
'summary': 'Agendamiento de citas para SKEEN Derma Experts', 'summary': 'Agendamiento de citas para SKEEN Derma Experts',
'description': """ 'description': """

View File

@@ -80,6 +80,10 @@ class SkeenCita(models.Model):
# Identificación # Identificación
name = fields.Char(string='Referencia', readonly=True, copy=False) name = fields.Char(string='Referencia', readonly=True, copy=False)
# ID en plataforma legacy (migración)
legacy_id = fields.Integer(string='ID Legacy', index=True, copy=False,
help='ID en plataforma legacy (migración)')
# Paciente # Paciente
partner_id = fields.Many2one('res.partner', string='Paciente', required=True, partner_id = fields.Many2one('res.partner', string='Paciente', required=True,
domain=[('is_patient', '=', True)]) domain=[('is_patient', '=', True)])

View File

@@ -1,7 +1,7 @@
# -*- coding: utf-8 -*- # -*- coding: utf-8 -*-
{ {
'name': 'SKEEN Pagos', 'name': 'SKEEN Pagos',
'version': '1.0.0', 'version': '1.0.1',
'category': 'Healthcare', 'category': 'Healthcare',
'summary': 'Integración de pagos Stripe y MercadoPago para SKEEN', 'summary': 'Integración de pagos Stripe y MercadoPago para SKEEN',
'description': """ 'description': """

View File

@@ -29,6 +29,7 @@ class SkeenPago(models.Model):
('cash', 'Efectivo'), ('cash', 'Efectivo'),
('card', 'Tarjeta'), ('card', 'Tarjeta'),
('transfer', 'Transferencia'), ('transfer', 'Transferencia'),
('saldo_favor', 'Saldo a favor'),
], string='Método de Pago', required=True) ], string='Método de Pago', required=True)
# Estado # Estado

View File

@@ -1,7 +1,7 @@
# -*- coding: utf-8 -*- # -*- coding: utf-8 -*-
{ {
'name': 'SKEEN Ventas y Cortes de Caja', 'name': 'SKEEN Ventas y Cortes de Caja',
'version': '1.0.0', 'version': '1.0.1',
'category': 'Healthcare', 'category': 'Healthcare',
'summary': 'Ventas, adeudos y cortes de caja para SKEEN Derma Experts', 'summary': 'Ventas, adeudos y cortes de caja para SKEEN Derma Experts',
'description': """ 'description': """

View File

@@ -25,6 +25,10 @@ class SkeenVenta(models.Model):
# Referencia # Referencia
name = fields.Char(string='Referencia', readonly=True, copy=False) name = fields.Char(string='Referencia', readonly=True, copy=False)
# ID en plataforma legacy (migración)
legacy_id = fields.Integer(string='ID Legacy', index=True, copy=False,
help='ID en plataforma legacy (migración)')
# Paciente # Paciente
partner_id = fields.Many2one('res.partner', string='Paciente', required=True, partner_id = fields.Many2one('res.partner', string='Paciente', required=True,
domain=[('is_patient', '=', True)]) domain=[('is_patient', '=', True)])
@@ -84,6 +88,7 @@ class SkeenVenta(models.Model):
('transfer', 'Transferencia'), ('transfer', 'Transferencia'),
('stripe', 'Stripe'), ('stripe', 'Stripe'),
('mercadopago', 'MercadoPago'), ('mercadopago', 'MercadoPago'),
('saldo_favor', 'Saldo a favor'),
('points', 'Puntos / saldo a favor'), ('points', 'Puntos / saldo a favor'),
('mixed', 'Mixto'), ('mixed', 'Mixto'),
('none', 'Sin pago'), ('none', 'Sin pago'),

View File

@@ -4809,7 +4809,7 @@ class SkeenFrontendController(http.Controller):
return json_response({'status': 'error', 'message': f'Puntos insuficientes (saldo {saldo} pts)'}, 400) return json_response({'status': 'error', 'message': f'Puntos insuficientes (saldo {saldo} pts)'}, 400)
method = data.get('payment_method', 'cash') method = data.get('payment_method', 'cash')
if method not in ('cash', 'card', 'transfer', 'stripe', 'mercadopago'): if method not in ('cash', 'card', 'transfer', 'stripe', 'mercadopago', 'saldo_favor'):
return json_response({'status': 'error', 'message': 'Método de pago inválido'}, 400) return json_response({'status': 'error', 'message': 'Método de pago inválido'}, 400)
cobrador = getattr(request.frontend_user, 'login', '') if hasattr(request, 'frontend_user') else '' cobrador = getattr(request.frontend_user, 'login', '') if hasattr(request, 'frontend_user') else ''
@@ -4890,7 +4890,7 @@ class SkeenFrontendController(http.Controller):
cambio = max(0.0, round(received - restante, 2)) if received > restante else 0.0 cambio = max(0.0, round(received - restante, 2)) if received > restante else 0.0
if rate_used: if rate_used:
cambio_usd = round(cambio / rate_used, 2) cambio_usd = round(cambio / rate_used, 2)
pago = request.env['skeen.pago'].sudo().create({ pago_vals = {
'partner_id': partner.id, 'partner_id': partner.id,
'venta_id': venta.id, 'venta_id': venta.id,
'amount': pay_amount, 'amount': pay_amount,
@@ -4898,7 +4898,14 @@ class SkeenFrontendController(http.Controller):
'state': 'completed', 'state': 'completed',
'payment_date': fields.Datetime.now(), 'payment_date': fields.Datetime.now(),
'provider_reference': reference, 'provider_reference': reference,
}) }
if currency == 'USD' and rate_used:
# Cobro en dólares: registrar el pago en su moneda real
# (USD). Los totales de la venta (amount_paid) siguen en
# MXN; el concentrado pivotea por moneda del pago.
pago_vals['amount'] = round(pay_amount / rate_used, 2)
pago_vals['currency_id'] = request.env.ref('base.USD').id
pago = request.env['skeen.pago'].sudo().create(pago_vals)
# 'card' = terminal física; stripe/mercadopago no cuentan como tarjeta aquí # 'card' = terminal física; stripe/mercadopago no cuentan como tarjeta aquí
vals = {'amount_paid': venta.amount_paid + pay_amount} vals = {'amount_paid': venta.amount_paid + pay_amount}
if method == 'card': if method == 'card':
@@ -5743,6 +5750,156 @@ class SkeenFrontendController(http.Controller):
except Exception as e: except Exception as e:
return json_response({'status': 'error', 'message': str(e)}, 500) return json_response({'status': 'error', 'message': str(e)}, 500)
@http.route('/skeen/frontend/v1/reports/concentrado/detalle', type='http', auth='none', methods=['GET', 'OPTIONS'], csrf=False)
@require_role('lectura')
def report_concentrado_detalle(self, **kw):
"""Concentrado estilo legacy: una fila por venta con desglose de pagos
por método (efectivo, tarjeta, transferencia, saldo a favor, monedero)
en cada moneda (USD / M.N.), más totales, pacientes atendidos y
ticket promedio en MXN.
Filtros opcionales: doctor_ids (líneas prescribed_by_id, o el médico
de la cita origen si la venta no trae recetado), categoria_ids
(category de skeen.servicio), servicio_ids y vip (etiqueta VIP del
paciente).
"""
try:
start = kw.get('start', (date.today().replace(day=1)).strftime('%Y-%m-%d'))
end = kw.get('end', date.today().strftime('%Y-%m-%d'))
def _parse_ints(raw):
out = []
for chunk in str(raw or '').split(','):
chunk = chunk.strip()
if chunk:
try:
out.append(int(chunk))
except ValueError:
pass
return out
doctor_ids = _parse_ints(kw.get('doctor_ids'))
categoria_ids = [c.strip() for c in str(kw.get('categoria_ids') or '').split(',') if c.strip()]
servicio_ids = _parse_ints(kw.get('servicio_ids'))
solo_vip = str(kw.get('vip') or '').lower() in ('1', 'true', 'yes')
ventas = request.env['skeen.venta'].sudo().search([
('state', '!=', 'cancelled'),
('date', '>=', start), ('date', '<=', end),
], order='date asc, id asc')
if doctor_ids:
ventas = ventas.filtered(lambda v: (
any(l.prescribed_by_id.id in doctor_ids for l in v.line_ids)
or (not any(l.prescribed_by_id for l in v.line_ids)
and v.cita_id and v.cita_id.doctor_id
and v.cita_id.doctor_id.id in doctor_ids)
))
if servicio_ids:
ventas = ventas.filtered(lambda v: any(
l.service_id and l.service_id.id in servicio_ids for l in v.line_ids))
if categoria_ids:
ventas = ventas.filtered(lambda v: any(
l.service_id and l.service_id.category in categoria_ids for l in v.line_ids))
if solo_vip:
ventas = ventas.filtered(lambda v: v.partner_id.is_vip)
# Pagos cobrados de las ventas (una venta puede tener varios: pago
# mixto). Se pivotea por método de pago y por moneda del pago.
pagos_by_venta = {}
if ventas:
pagos = request.env['skeen.pago'].sudo().search([
('venta_id', 'in', ventas.ids), ('state', '=', 'completed'),
])
for p in pagos:
pagos_by_venta.setdefault(p.venta_id.id, []).append(p)
METODOS = ('efectivo', 'tarjeta', 'transferencia', 'saldo_favor', 'monedero')
METODO_COL = {
'cash': 'efectivo',
'card': 'tarjeta', 'stripe': 'tarjeta', 'mercadopago': 'tarjeta',
'transfer': 'transferencia',
'saldo_favor': 'saldo_favor',
'points': 'monedero',
}
COLUMNAS = [f'{m}_{cur}' for m in METODOS for cur in ('usd', 'mxn')]
def _desglose(venta):
vals = {c: 0.0 for c in COLUMNAS}
for p in pagos_by_venta.get(venta.id, []):
col = METODO_COL.get(p.payment_method)
if not col:
continue
sufijo = 'usd' if p.currency_id and p.currency_id.name == 'USD' else 'mxn'
vals[f'{col}_{sufijo}'] += p.amount
return {c: round(v, 2) for c, v in vals.items()}
# Vendedor: user_login (los controladores auth='none' no dejan uid
# en create_uid) -> nombre completo del usuario del frontend.
logins = list({v.user_login for v in ventas if v.user_login})
nombres_vendedor = {}
if logins:
for u in request.env['skeen.frontend.user'].sudo().search([('login', 'in', logins)]):
nombres_vendedor[u.login] = u.name
# Tipo de cambio del día de cada venta (o el más reciente
# disponible) para expresar el ticket promedio en MXN.
TipoCambio = request.env['skeen.tipo.cambio'].sudo()
tc_por_fecha = {}
def _tc(fecha):
key = str(fecha)
if key not in tc_por_fecha:
tc = TipoCambio.search([('date', '<=', key)], order='date desc, id desc', limit=1)
if not tc:
tc = TipoCambio.search([], order='date desc, id desc', limit=1)
tc_por_fecha[key] = tc.rate if tc else 0.0
return tc_por_fecha[key]
rows = []
equiv_mxn = []
for v in ventas:
desglose = _desglose(v)
medico = next((l.prescribed_by_id.name for l in v.line_ids if l.prescribed_by_id), None)
if not medico and v.cita_id and v.cita_id.doctor_id:
medico = v.cita_id.doctor_id.name
concepto = ', '.join(
(l.service_id.name or l.description or '') if l.service_id
else (l.item_id.name or l.description or '')
for l in v.line_ids)
fecha = v.date.strftime('%Y-%m-%d') if v.date else ''
if fecha and v.create_date:
fecha = f"{fecha} {v.create_date.strftime('%H:%M')}"
rows.append({
'folio': v.name or '',
'fecha': fecha,
'paciente': v.partner_id.name or '',
'folio_dr': v.partner_id.patient_id or None,
'medico': medico or '',
'vendedor': nombres_vendedor.get(v.user_login, v.user_login or '') if v.user_login else '',
'concepto': concepto,
**desglose,
})
mxn = sum(desglose[f'{m}_mxn'] for m in METODOS)
usd = sum(desglose[f'{m}_usd'] for m in METODOS)
equiv_mxn.append(mxn + usd * _tc(v.date))
totals = {c: round(sum(r[c] for r in rows), 2) for c in COLUMNAS}
pacientes_atendidos = len({v.partner_id.id for v in ventas})
ticket_promedio = round(sum(equiv_mxn) / len(equiv_mxn), 2) if equiv_mxn else 0.0
return json_response({
'status': 'success',
'start': start,
'end': end,
'rows': rows,
'totals': totals,
'pacientes_atendidos': pacientes_atendidos,
'ticket_promedio': ticket_promedio,
})
except Exception as e:
return json_response({'status': 'error', 'message': str(e)}, 500)
@http.route('/skeen/frontend/v1/reports/recomendaciones', type='http', auth='none', methods=['GET', 'OPTIONS'], csrf=False) @http.route('/skeen/frontend/v1/reports/recomendaciones', type='http', auth='none', methods=['GET', 'OPTIONS'], csrf=False)
@require_role('lectura') @require_role('lectura')
def report_recomendaciones(self, **kw): def report_recomendaciones(self, **kw):