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Rol medico: pagina Mis ventas con KPIs y comision estimada, menu restringido y bloqueo de endpoints de dinero global

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Consultoría Alcaraz Salazar
2026-08-31 03:56:48 +00:00
parent 009f84ce4a
commit 57efc3d9d3
10 changed files with 366 additions and 5 deletions
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2
frontend/src/App.tsx
View File

@@ -23,6 +23,7 @@ import Inventario from './pages/Inventario';
import WacrmMessages from './pages/WacrmMessages';
import WacrmLeads from './pages/WacrmLeads';
import Chat from './pages/Chat';
import MisVentas from './pages/MisVentas';
import Login from './pages/Login';
import './App.css';
@@ -64,6 +65,7 @@ const App: FC = () => {
<Route path="/login" element={<LoginRoute />} />
<Route path="/" element={<RequireAuth href="/"><HomeRoute /></RequireAuth>} />
<Route path="/agenda" element={<RequireAuth href="/agenda"><Agenda /></RequireAuth>} />
<Route path="/mis-ventas" element={<RequireAuth href="/mis-ventas"><MisVentas /></RequireAuth>} />
<Route path="/pacientes" element={<RequireAuth href="/pacientes"><Pacientes /></RequireAuth>} />
<Route path="/pos" element={<RequireAuth href="/pos"><Pos /></RequireAuth>} />
<Route path="/visitas" element={<RequireAuth href="/visitas"><Visitas /></RequireAuth>} />

2
frontend/src/components/ClasicoLayout.tsx
View File

@@ -28,6 +28,7 @@ import {
ChevronUp,
ChevronDown,
DollarSign,
CircleDollarSign,
} from 'lucide-react';
import { Button, Modal, Input } from './ui';
import QuickLinksDock, { QuickLinksModePicker } from './QuickLinksDock';
@@ -133,6 +134,7 @@ const menuTree: MenuEntry[] = [
{ label: 'Ventas del día', icon: ShoppingCart, href: '/ventas' },
{ label: 'Punto de Venta', icon: Store, href: '/pos' },
{ label: 'Clientes', icon: Users, href: '/pacientes' },
{ label: 'Mis ventas', icon: CircleDollarSign, href: '/mis-ventas' },
];
// Hojas planas (para accesos rápidos y dock)

2
frontend/src/components/HomeNestLayout.tsx
View File

@@ -32,6 +32,7 @@ import {
Pencil,
ChevronUp,
MessageCircle,
CircleDollarSign,
} from 'lucide-react';
import { Button, Modal, Input } from './ui';
import QuickLinksDock, { QuickLinksModePicker } from './QuickLinksDock';
@@ -66,6 +67,7 @@ const menuSections = [
{ label: 'Visitas', icon: ClipboardList, href: '/visitas' },
{ label: 'Consultas', icon: ClipboardPlus, href: '/consultas' },
{ label: 'Expedientes', icon: FolderClock, href: '/expedientes' },
{ label: 'Mis ventas', icon: CircleDollarSign, href: '/mis-ventas' },
{ label: 'Médicos', icon: Stethoscope, href: '/medicos' },
{ label: 'Servicios', icon: Briefcase, href: '/servicios' },
],

2
frontend/src/components/SkeenLayout.tsx
View File

@@ -32,6 +32,7 @@ import {
ChevronUp,
ChevronDown,
MessageCircle,
CircleDollarSign,
} from 'lucide-react';
import { Button, Modal, Input } from './ui';
import QuickLinksDock, { QuickLinksModePicker } from './QuickLinksDock';
@@ -66,6 +67,7 @@ const menuGroups = [
{ label: 'Visitas', icon: ClipboardList, href: '/visitas' },
{ label: 'Consultas', icon: ClipboardPlus, href: '/consultas' },
{ label: 'Expedientes', icon: FolderClock, href: '/expedientes' },
{ label: 'Mis ventas', icon: CircleDollarSign, href: '/mis-ventas' },
{ label: 'Médicos', icon: Stethoscope, href: '/medicos' },
{ label: 'Servicios', icon: Briefcase, href: '/servicios' },
],

1
frontend/src/lib/auth.tsx
View File

@@ -23,6 +23,7 @@ const ROLE_RANK: Record<FrontendRole, number> = {
const MENU_ROLES: Record<string, FrontendRole[]> = {
'/': ['admin', 'recepcion', 'medico', 'lectura'],
'/agenda': ['admin', 'recepcion', 'medico'],
'/mis-ventas': ['medico'],
'/pacientes': ['admin', 'recepcion', 'medico', 'lectura'],
'/pos': ['admin', 'recepcion'],
'/visitas': ['admin', 'recepcion', 'medico'],

179
frontend/src/pages/MisVentas.tsx Normal file
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@@ -0,0 +1,179 @@
import type { FC } from 'react';
import { useEffect, useState, useCallback } from 'react';
import { CircleDollarSign, CreditCard, ShoppingCart, Percent, DollarSign } from 'lucide-react';
import Layout from '../components/Layout';
import {
Card,
Select,
EmptyState,
PageHeader,
Skeleton,
toast,
} from '../components/ui';
import { odooApi, type MySalesResponse } from '../services/odoo';
const rangeOptions = [
{ value: '30d', label: 'Últimos 30 días' },
{ value: 'month', label: 'Este mes' },
{ value: 'last_month', label: 'Mes pasado' },
];
const mxn = (n: number) =>
`$${n.toLocaleString('es-MX', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
const MisVentas: FC = () => {
const [range, setRange] = useState<'30d' | 'month' | 'last_month'>('30d');
const [data, setData] = useState<MySalesResponse | null>(null);
const [loading, setLoading] = useState(true);
const [error, setError] = useState<string | null>(null);
const load = useCallback(async () => {
try {
setLoading(true);
setError(null);
const res = await odooApi.getMySales(range);
if (res.status === 'success') setData(res);
} catch (err) {
setError('Error al cargar tus ventas');
toast.error('Error al cargar tus ventas');
console.error(err);
} finally {
setLoading(false);
}
}, [range]);
useEffect(() => {
load();
}, [load]);
const kpis = data?.kpis;
return (
<Layout title="Mis ventas" subtitle="Tus ventas y comisiones">
<PageHeader title="Mis ventas" subtitle="Ventas atribuidas a ti (líneas recetadas)">
<Select
options={rangeOptions}
value={range}
onChange={(e) => setRange(e.target.value as '30d' | 'month' | 'last_month')}
className="sm:max-w-[200px]"
/>
</PageHeader>
{error && <p className="text-rose-600 text-sm mb-4">{error}</p>}
{loading || !data ? (
<Skeleton count={5} className="h-12 w-full" />
) : data.medico_sin_employee ? (
<Card>
<Card.Body>
<p className="text-sm text-amber-700 bg-amber-50 border border-amber-200 rounded-xl px-3 py-2 inline-block">
Tu usuario no está vinculado a un médico (hr.employee). Pide a un administrador que vincule tu usuario.
</p>
</Card.Body>
</Card>
) : (
<>
{/* KPIs del período */}
<div className="grid grid-cols-2 lg:grid-cols-4 gap-3 mb-4">
<Card>
<Card.Body className="flex items-center gap-3">
<ShoppingCart size={20} className="text-theme-muted shrink-0" />
<div>
<p className="text-xs text-theme-muted">Ventas</p>
<p className="text-lg font-semibold text-theme-heading">{kpis?.ventas ?? 0}</p>
</div>
</Card.Body>
</Card>
<Card>
<Card.Body className="flex items-center gap-3">
<CircleDollarSign size={20} className="text-theme-muted shrink-0" />
<div>
<p className="text-xs text-theme-muted">Total MXN</p>
<p className="text-lg font-semibold text-theme-heading">{mxn(kpis?.total_mxn ?? 0)}</p>
</div>
</Card.Body>
</Card>
<Card>
<Card.Body className="flex items-center gap-3">
<DollarSign size={20} className="text-theme-muted shrink-0" />
<div>
<p className="text-xs text-theme-muted">Total USD</p>
<p className="text-lg font-semibold text-theme-heading">
{kpis?.total_usd != null ? `$${kpis.total_usd.toLocaleString('en-US', { minimumFractionDigits: 2 })}` : 'Sin TC'}
</p>
</div>
</Card.Body>
</Card>
<Card>
<Card.Body className="flex items-center gap-3">
<CreditCard size={20} className="text-theme-muted shrink-0" />
<div>
<p className="text-xs text-theme-muted">Con tarjeta</p>
<p className="text-lg font-semibold text-theme-heading">{mxn(kpis?.total_card ?? 0)}</p>
</div>
</Card.Body>
</Card>
</div>
{/* Comisión estimada */}
<Card className="mb-4">
<Card.Body className="flex flex-wrap items-center gap-3">
<Percent size={20} className="text-theme-muted shrink-0" />
<div className="flex-1 min-w-[200px]">
<p className="text-sm font-semibold text-theme-heading">
Comisión estimada: {mxn(data.commission_estimate)}
</p>
<p className="text-xs text-theme-muted">
{data.commission_pct}% {data.commission_source === 'empleado' ? '(tu porcentaje asignado)' : '(porcentaje global)'}
{' '}sobre {mxn(kpis?.total_mxn ?? 0)} del período
{data.date_from && data.date_to ? ` · ${data.date_from} a ${data.date_to}` : ''}
</p>
</div>
</Card.Body>
</Card>
{/* Tabla de ventas */}
<Card>
<Card.Body>
{data.sales.length === 0 ? (
<EmptyState
title="Sin ventas en el período"
subtitle="Las ventas se atribuyen por las líneas recetadas a tu nombre al cobrar."
/>
) : (
<div className="overflow-x-auto">
<table className="w-full">
<thead className="bg-theme-bg">
<tr>
<th className="text-left p-3 text-xs font-medium text-theme-muted uppercase">Fecha</th>
<th className="text-left p-3 text-xs font-medium text-theme-muted uppercase">Venta</th>
<th className="text-left p-3 text-xs font-medium text-theme-muted uppercase">Paciente</th>
<th className="text-left p-3 text-xs font-medium text-theme-muted uppercase hidden md:table-cell">Servicio / artículo</th>
<th className="text-right p-3 text-xs font-medium text-theme-muted uppercase">Monto</th>
<th className="text-left p-3 text-xs font-medium text-theme-muted uppercase hidden sm:table-cell">Método de pago</th>
</tr>
</thead>
<tbody className="divide-y">
{data.sales.map((s) => (
<tr key={s.id} className="hover:bg-theme-bg">
<td className="p-3 text-sm text-theme-heading whitespace-nowrap">{s.date}</td>
<td className="p-3 text-sm text-theme-muted">{s.name}</td>
<td className="p-3 text-sm font-medium text-theme-heading">{s.patient}</td>
<td className="p-3 text-sm text-theme-muted hidden md:table-cell">{s.items.filter(Boolean).join(', ')}</td>
<td className="p-3 text-sm text-theme-heading text-right whitespace-nowrap">{mxn(s.amount)}</td>
<td className="p-3 text-sm text-theme-muted hidden sm:table-cell">{s.payment_method}</td>
</tr>
))}
</tbody>
</table>
</div>
)}
</Card.Body>
</Card>
</>
)}
</Layout>
);
};
export default MisVentas;

31
frontend/src/services/odoo.ts
View File

@@ -379,6 +379,31 @@ export interface Sale {
refunded_at?: string | null;
}
export interface MySaleItem {
id: number;
name: string;
date: string;
patient: string;
items: string[];
amount: number;
payment_method: string;
state: string;
}
export interface MySalesResponse {
status: string;
medico_sin_employee?: boolean;
doctor?: { id: number; name: string };
range?: string;
date_from?: string;
date_to?: string;
kpis: { ventas: number; total_mxn: number; total_usd: number | null; total_card: number };
sales: MySaleItem[];
commission_pct: number;
commission_source?: string;
commission_estimate: number;
}
export interface CashClosing {
id: number;
name: string;
@@ -1247,6 +1272,12 @@ export const odooApi = {
return data;
},
// "Mis ventas" (rol medico): el servidor filtra por el employee del token
async getMySales(range: '30d' | 'month' | 'last_month' = '30d'): Promise<MySalesResponse> {
const { data } = await axios.get(`${ODOO_BASE}/skeen/frontend/v1/my/sales`, { params: { range } });
return data;
},
async createSale(sale: Omit<Partial<Sale>, 'lines'> & { lines: Omit<SaleLine, 'subtotal'>[] }): Promise<{ status: string; sale: Sale }> {
const { data } = await axios.post(`${ODOO_BASE}/skeen/frontend/v1/sales`, sale);
return data;

15
odoo-addons/skeen_whatsapp/controllers/auth.py
View File

@@ -22,6 +22,19 @@ SECRET_KEY = 'skeen.frontend.secret'
RANK = ROLE_RANKS
# Módulos de dinero globales vetados para el rol 'medico' por API: su menú ya
# los oculta (MENU_ROLES) y aquí se cierra la vía directa con token. Su propio
# reporte (/my/sales) no pasa por esta lista.
MEDICO_BLOCKED_PREFIXES = (
'/skeen/frontend/v1/reports/',
'/skeen/frontend/v1/sales',
'/skeen/frontend/v1/payments',
'/skeen/frontend/v1/wallets',
'/skeen/frontend/v1/pos/',
'/skeen/frontend/v1/cash_closings',
'/skeen/frontend/v1/doctors/',
)
def _cors_headers():
return {
@@ -118,6 +131,8 @@ def require_role(min_role='lectura'):
return _json({'status': 'error', 'message': 'No autenticado'}, 401)
if user.role_rank() < required:
return _json({'status': 'error', 'message': 'Sin permiso'}, 403)
if user.role == 'medico' and request.httprequest.path.startswith(MEDICO_BLOCKED_PREFIXES):
return _json({'status': 'error', 'message': 'Sin permiso'}, 403)
request.frontend_user = user
return func(self, *args, **kw)
return wrapper

136
odoo-addons/skeen_whatsapp/controllers/frontend.py
View File

@@ -1843,6 +1843,10 @@ class SkeenFrontendController(http.Controller):
venta, solo a la cita). Stripe/MercadoPago no cuentan como tarjeta.
"""
try:
# Rol medico: la agenda necesita la lista de doctores, pero los KPIs
# de dinero por médico son del módulo Médicos (admin/recepción).
fu = current_user(request.env)
hide_money = bool(fu and fu.role == 'medico')
doctors = request.env['hr.employee'].sudo().search([('active', '=', True)], limit=100)
# Pacientes asignados por médico (primary_doctor_id)
counts = {}
@@ -1904,13 +1908,13 @@ class SkeenFrontendController(http.Controller):
'job_title': d.job_title or '',
'work_phone': d.work_phone or '',
'work_email': d.work_email or '',
'commission_pct': d.commission_pct or 0.0,
'commission_pct': 0.0 if hide_money else (d.commission_pct or 0.0),
'patient_count': counts.get(d.id, 0),
'recomendaciones_30d': recomendaciones.get(d.id, 0),
'ventas_30d': len(stats.get(d.id, {}).get('ventas', set())),
'total_30d': round(stats.get(d.id, {}).get('total', 0.0), 2),
'total_30d_usd': round(stats.get(d.id, {}).get('total', 0.0) / rate, 2) if rate else None,
'card_30d': round(sum(card_by_venta.get(vid, 0.0) for vid in stats.get(d.id, {}).get('ventas', set())), 2),
'ventas_30d': 0 if hide_money else len(stats.get(d.id, {}).get('ventas', set())),
'total_30d': 0.0 if hide_money else round(stats.get(d.id, {}).get('total', 0.0), 2),
'total_30d_usd': None if hide_money else (round(stats.get(d.id, {}).get('total', 0.0) / rate, 2) if rate else None),
'card_30d': 0.0 if hide_money else round(sum(card_by_venta.get(vid, 0.0) for vid in stats.get(d.id, {}).get('ventas', set())), 2),
} for d in doctors],
})
except Exception as e:
@@ -2006,6 +2010,128 @@ class SkeenFrontendController(http.Controller):
except Exception as e:
return json_response({'status': 'error', 'message': str(e)}, 500)
@http.route('/skeen/frontend/v1/my/sales', type='http', auth='none', methods=['GET', 'OPTIONS'], csrf=False)
@require_role('medico')
def my_sales(self, **kw):
""""Mis ventas": ventas y comisión del médico autenticado.
Atribución: líneas de venta recetadas por su hr.employee
(prescribed_by_id), misma métrica que el módulo Médicos y el reporte
de comisiones. NUNCA acepta un doctor_id externo: siempre usa el
usuario del token, así un médico no puede ver ventas de otro.
range: 30d (default) | month (este mes) | last_month (mes pasado).
Comisión: hr.employee.commission_pct si > 0; si no, el parámetro
global ir.config_parameter 'skeen.commission_pct' (default 0).
"""
try:
user = request.frontend_user
if not user or user.role != 'medico':
return json_response({'status': 'error', 'message': 'Solo disponible para rol médico'}, 403)
emp = self._linked_employee(user)
if not emp:
return json_response({'status': 'success', 'medico_sin_employee': True,
'sales': [], 'kpis': {'ventas': 0, 'total_mxn': 0.0, 'total_usd': None, 'total_card': 0.0},
'commission_pct': 0.0, 'commission_estimate': 0.0})
today = date.today()
range_ = kw.get('range', '30d')
if range_ == 'month':
date_from, date_to = today.replace(day=1), today
elif range_ == 'last_month':
date_to = today.replace(day=1) - timedelta(days=1)
date_from = date_to.replace(day=1)
else:
range_ = '30d'
date_from, date_to = today - timedelta(days=30), today
Lineas = request.env['skeen.venta.line'].sudo()
rows = Lineas.search_read([
('prescribed_by_id', '=', emp.id),
('venta_id.state', '!=', 'cancelled'),
('venta_id.date', '>=', date_from.strftime('%Y-%m-%d')),
('venta_id.date', '<=', date_to.strftime('%Y-%m-%d')),
], ['venta_id', 'subtotal', 'description', 'quantity'])
venta_ids = list({r['venta_id'][0] for r in rows})
ventas = request.env['skeen.venta'].sudo().browse(venta_ids)
# Tarjeta: exacto (card_amount) + aprox histórica por cita (misma
# lógica que list_doctors)
card_by_venta = {v.id: v.card_amount or 0.0 for v in ventas}
citas = ventas.mapped('cita_id')
if citas:
pgroup = request.env['skeen.pago'].sudo().read_group(
[('cita_id', 'in', citas.ids), ('payment_method', '=', 'card'),
('state', '=', 'completed')],
['cita_id', 'amount:sum'], ['cita_id'])
card_by_cita = {g['cita_id'][0]: g['amount'] for g in pgroup}
for v in ventas:
if v.cita_id:
aprox = min(card_by_cita.get(v.cita_id.id, 0.0), v.amount_paid or 0.0)
card_by_venta[v.id] = max(v.card_amount or 0.0, aprox)
lines_by_venta = {}
total_mxn = 0.0
for r in rows:
vid = r['venta_id'][0]
total_mxn += r['subtotal'] or 0.0
lines_by_venta.setdefault(vid, []).append(r)
def metodo_pago(v):
paid = v.amount_paid or 0.0
card = card_by_venta.get(v.id, 0.0)
if paid <= 0:
return 'Sin pagar'
if card >= paid:
return 'Tarjeta'
if card > 0:
return 'Mixto'
return 'Efectivo/Otro'
sales = sorted(({
'id': v.id,
'name': v.name,
'date': v.date.strftime('%Y-%m-%d') if v.date else None,
'patient': v.partner_id.name,
'items': [l['description'] or '' for l in lines_by_venta.get(v.id, [])],
'amount': round(sum(l['subtotal'] or 0.0 for l in lines_by_venta.get(v.id, [])), 2),
'payment_method': metodo_pago(v),
'state': v.state,
} for v in ventas), key=lambda s: (s['date'] or '', s['id']), reverse=True)
# TC vigente (equivalente USD)
tc = request.env['skeen.tipo.cambio'].sudo().search([], order='date desc, id desc', limit=1)
rate = tc.rate if tc else None
# % de comisión: por empleado; fallback al parámetro global
ICP = request.env['ir.config_parameter'].sudo()
global_pct = float(ICP.get_param('skeen.commission_pct', 0) or 0)
if emp.commission_pct:
pct, pct_source = emp.commission_pct, 'empleado'
else:
pct, pct_source = global_pct, 'global'
return json_response({
'status': 'success',
'doctor': {'id': emp.id, 'name': emp.name},
'range': range_,
'date_from': date_from.strftime('%Y-%m-%d'),
'date_to': date_to.strftime('%Y-%m-%d'),
'kpis': {
'ventas': len(venta_ids),
'total_mxn': round(total_mxn, 2),
'total_usd': round(total_mxn / rate, 2) if rate else None,
'total_card': round(sum(card_by_venta.values()), 2),
},
'sales': sales,
'commission_pct': pct,
'commission_source': pct_source,
'commission_estimate': round(total_mxn * pct / 100.0, 2),
})
except Exception as e:
return json_response({'status': 'error', 'message': str(e)}, 500)
# ============================================================
# Productos (plantilla de producto de Odoo)
# ============================================================

1
odoo-addons/skeen_whatsapp/roles.py
View File

@@ -46,6 +46,7 @@ MENU_ROLES_KEY = 'skeen.menu_roles'
DEFAULT_MENU_ROLES = {
'/': ['admin', 'recepcion', 'medico', 'lectura'],
'/agenda': ['admin', 'recepcion', 'medico'],
'/mis-ventas': ['medico'],
'/pacientes': ['admin', 'recepcion', 'medico', 'lectura'],
'/pos': ['admin', 'recepcion'],
'/visitas': ['admin', 'recepcion', 'medico'],