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feat: agregar reporte de ventas en formato Excel y ajustar lógica de descuentos en ventas

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This commit is contained in:
Juan Felipe Zapata Moreno 2026-01-30 14:18:24 -06:00
parent da92d0dc1a
commit c5d8e3c65b
6 changed files with 271 additions and 35 deletions
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21
app/Http/Controllers/App/ClientController.php
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@ -25,7 +25,7 @@ public function index(Request $request)
}
if ($request->has('client_number') && $request->client_number) {
$query->where('client_number', $request->client_number);
$query->where('client_number', 'like', "%{$request->client_number}%");
}
elseif ($request->has('q') && $request->q) {
@ -55,11 +55,16 @@ public function store(Request $request)
'email' => 'nullable|email|max:255',
'phone' => 'nullable|string|max:20',
'address' => 'nullable|string|max:500',
'rfc' => 'nullable|string|max:13',
'rfc' => 'required|string|max:13',
'razon_social' => 'nullable|string|max:255',
'regimen_fiscal' => 'nullable|string|max:100',
'cp_fiscal' => 'nullable|string|max:5',
'uso_cfdi' => 'nullable|string|max:100',
],[
'email.unique' => 'El correo electrónico ya está en uso por otro cliente.',
'phone.unique' => 'El teléfono ya está en uso por otro cliente.',
'rfc.unique' => 'El RFC ya está en uso por otro cliente.',
'rfc.required' => 'El RFC es obligatorio.',
]);
try{
@ -69,10 +74,14 @@ public function store(Request $request)
'phone',
'address',
'rfc',
'razon_social',
'regimen_fiscal',
'cp_fiscal',
'uso_cfdi',
]);
// Generar client_number automáticamente
$data['client_number'] = $this->clientTierService->generateClientNumber();
// Usar RFC como client_number
$data['client_number'] = $data['rfc'] ?? null;
$client = Client::create($data);
@ -113,6 +122,10 @@ public function update(Request $request, Client $client)
'phone',
'address',
'rfc',
'razon_social',
'regimen_fiscal',
'cp_fiscal',
'uso_cfdi',
]));
return ApiResponse::OK->response([

249
app/Http/Controllers/App/ExcelController.php
View File

@ -35,8 +35,7 @@ public function clientDiscountsReport(Request $request)
$clients = Client::whereNotNull('tier_id')
->with('tier:id,tier_name,discount_percentage')
->whereHas('sales', function($q) use ($fechaInicio, $fechaFin) {
$q->where('discount_amount', '>', 0)
->whereBetween('created_at', [$fechaInicio, $fechaFin]);
$q->whereBetween('created_at', [$fechaInicio, $fechaFin]);
})
->when($tierId, function($query) use ($tierId) {
$query->where('tier_id', $tierId);
@ -50,7 +49,6 @@ public function clientDiscountsReport(Request $request)
// 3. MAPEO DE DATOS
$data = $clients->map(function($client) use ($fechaInicio, $fechaFin) {
$sales = $client->sales()
->where('discount_amount', '>', 0)
->whereBetween('created_at', [$fechaInicio, $fechaFin])
->get();
@ -223,4 +221,249 @@ public function clientDiscountsReport(Request $request)
return response()->download($filePath, $fileName)->deleteFileAfterSend(true);
}
/**
* Generar reporte Excel de ventas
*/
public function salesReport(Request $request)
{
// 1. VALIDACIÓN
$request->validate([
'fecha_inicio' => 'required|date',
'fecha_fin' => 'required|date|after_or_equal:fecha_inicio',
'client_id' => 'nullable|exists:clients,id',
'user_id' => 'nullable|exists:users,id',
'status' => 'nullable|in:completed,cancelled',
]);
$fechaInicio = Carbon::parse($request->fecha_inicio)->startOfDay();
$fechaFin = Carbon::parse($request->fecha_fin)->endOfDay();
// 2. CONSULTA DE VENTAS
$sales = Sale::with(['client:id,name,client_number,rfc', 'user:id,name', 'details'])
->whereBetween('created_at', [$fechaInicio, $fechaFin])
->when($request->client_id, function($query) use ($request) {
$query->where('client_id', $request->client_id);
})
->when($request->user_id, function($query) use ($request) {
$query->where('user_id', $request->user_id);
})
->when($request->status, function($query) use ($request) {
$query->where('status', $request->status);
})
->orderBy('created_at', 'desc')
->get();
if ($sales->isEmpty()) {
return response()->json(['message' => 'No se encontraron ventas en el periodo especificado'], 404);
}
// 3. MAPEO DE DATOS
$data = $sales->map(function($sale) {
return [
'folio' => $sale->invoice_number,
'fecha' => $sale->created_at->format('d/m/Y H:i'),
'cliente' => $sale->client?->name ?? 'N/A',
'rfc_cliente' => $sale->client?->rfc ?? 'N/A',
'vendedor' => $sale->user?->name ?? 'N/A',
'subtotal' => (float) $sale->subtotal,
'iva' => (float) $sale->tax,
'descuento' => (float) ($sale->discount_amount ?? 0),
'total' => (float) $sale->total,
'metodo_pago' => $this->translatePaymentMethod($sale->payment_method),
'status' => $sale->status === 'completed' ? 'Completada' : 'Cancelada',
'productos' => $sale->details->count(),
];
});
// 4. CONFIGURACIÓN EXCEL
$fileName = 'Reporte_Ventas_' . $fechaInicio->format('Ymd') . '_' . $fechaFin->format('Ymd') . '.xlsx';
$filePath = storage_path('app/temp/' . $fileName);
if (!file_exists(dirname($filePath))) mkdir(dirname($filePath), 0755, true);
$spreadsheet = new Spreadsheet();
$sheet = $spreadsheet->getActiveSheet();
// Fuente Global
$sheet->getParent()->getDefaultStyle()->getFont()->setName('Arial');
$sheet->getParent()->getDefaultStyle()->getFont()->setSize(10);
// Estilos Comunes
$styleBox = [
'borders' => ['allBorders' => ['borderStyle' => Border::BORDER_THIN, 'color' => ['rgb' => '000000']]],
'alignment' => ['horizontal' => Alignment::HORIZONTAL_CENTER, 'vertical' => Alignment::VERTICAL_CENTER]
];
$styleLabel = [
'font' => ['size' => 12, 'bold' => true],
'alignment' => ['horizontal' => Alignment::HORIZONTAL_RIGHT, 'vertical' => Alignment::VERTICAL_CENTER]
];
$styleTableHeader = [
'font' => ['bold' => true, 'size' => 10, 'color' => ['rgb' => 'FFFFFF']],
'fill' => ['fillType' => Fill::FILL_SOLID, 'startColor' => ['rgb' => '2E75B6']],
'alignment' => ['horizontal' => Alignment::HORIZONTAL_CENTER, 'vertical' => Alignment::VERTICAL_CENTER, 'wrapText' => true],
'borders' => ['allBorders' => ['borderStyle' => Border::BORDER_THIN]]
];
// --- ESTRUCTURA DEL DOCUMENTO ---
$lastCol = 'L';
$sheet->getRowDimension(2)->setRowHeight(10);
$sheet->getRowDimension(3)->setRowHeight(25);
$sheet->getRowDimension(5)->setRowHeight(30);
// --- TÍTULO PRINCIPAL ---
$sheet->mergeCells("A3:{$lastCol}3");
$sheet->setCellValue('A3', 'REPORTE DE VENTAS');
$sheet->getStyle('A3')->applyFromArray([
'font' => ['bold' => true, 'size' => 16, 'color' => ['rgb' => '000000']],
'alignment' => ['horizontal' => Alignment::HORIZONTAL_CENTER, 'vertical' => Alignment::VERTICAL_CENTER],
]);
// --- INFORMACIÓN DEL PERIODO ---
Carbon::setLocale('es');
if ($fechaInicio->format('m/Y') === $fechaFin->format('m/Y')) {
$periodoTexto = 'del ' . $fechaInicio->format('d') . ' al ' . $fechaFin->format('d') . ' de ' . $fechaFin->translatedFormat('F \d\e Y');
} else {
$periodoTexto = 'del ' . $fechaInicio->format('d/m/Y') . ' al ' . $fechaFin->format('d/m/Y');
}
$sheet->mergeCells('A5:B5');
$sheet->setCellValue('A5', 'PERÍODO:');
$sheet->getStyle('A5')->applyFromArray($styleLabel);
$sheet->mergeCells("C5:{$lastCol}5");
$sheet->setCellValue('C5', $periodoTexto);
$sheet->getStyle("C5:{$lastCol}5")->applyFromArray($styleBox);
$sheet->getStyle('C5')->getFont()->setSize(12);
// --- RESUMEN DE TOTALES ---
$totalVentas = $data->count();
$totalSubtotal = $data->sum('subtotal');
$totalIva = $data->sum('iva');
$totalDescuentos = $data->sum('descuento');
$totalMonto = $data->sum('total');
$row = 7;
$sheet->setCellValue('A' . $row, 'TOTAL VENTAS:');
$sheet->setCellValue('B' . $row, $totalVentas);
$sheet->setCellValue('D' . $row, 'SUBTOTAL:');
$sheet->setCellValue('E' . $row, '$' . number_format($totalSubtotal, 2));
$sheet->setCellValue('G' . $row, 'IVA:');
$sheet->setCellValue('H' . $row, '$' . number_format($totalIva, 2));
$sheet->setCellValue('I' . $row, 'DESCUENTOS:');
$sheet->setCellValue('J' . $row, '$' . number_format($totalDescuentos, 2));
$sheet->setCellValue('K' . $row, 'TOTAL:');
$sheet->setCellValue('L' . $row, '$' . number_format($totalMonto, 2));
$sheet->getStyle("A{$row}:{$lastCol}{$row}")->getFont()->setBold(true);
$sheet->getStyle('B' . $row)->getFont()->setSize(12)->getColor()->setRGB('2E75B6');
$sheet->getStyle('E' . $row)->getFont()->setSize(12)->getColor()->setRGB('2E75B6');
$sheet->getStyle('H' . $row)->getFont()->setSize(12)->getColor()->setRGB('2E75B6');
$sheet->getStyle('J' . $row)->getFont()->setSize(12)->getColor()->setRGB('FF6600');
$sheet->getStyle('L' . $row)->getFont()->setSize(12)->getColor()->setRGB('008000');
// --- ENCABEZADOS DE TABLA ---
$h = 9;
$headers = [
'A' => 'No.',
'B' => 'FOLIO',
'C' => 'FECHA',
'D' => 'CLIENTE',
'E' => 'RFC',
'F' => 'VENDEDOR',
'G' => 'SUBTOTAL',
'H' => 'IVA',
'I' => 'DESCUENTO',
'J' => 'TOTAL',
'K' => "MÉTODO\nPAGO",
'L' => 'ESTADO',
];
foreach ($headers as $col => $text) {
$sheet->setCellValue("{$col}{$h}", $text);
}
$sheet->getStyle("A{$h}:{$lastCol}{$h}")->applyFromArray($styleTableHeader);
$sheet->getRowDimension($h)->setRowHeight(35);
// --- LLENADO DE DATOS ---
$row = 10;
$i = 1;
foreach ($data as $item) {
$sheet->setCellValue('A' . $row, $i);
$sheet->setCellValue('B' . $row, $item['folio']);
$sheet->setCellValue('C' . $row, $item['fecha']);
$sheet->setCellValue('D' . $row, $item['cliente']);
$sheet->setCellValue('E' . $row, $item['rfc_cliente']);
$sheet->setCellValue('F' . $row, $item['vendedor']);
$sheet->setCellValue('G' . $row, '$' . number_format($item['subtotal'], 2));
$sheet->setCellValue('H' . $row, '$' . number_format($item['iva'], 2));
$sheet->setCellValue('I' . $row, '$' . number_format($item['descuento'], 2));
$sheet->setCellValue('J' . $row, '$' . number_format($item['total'], 2));
$sheet->setCellValue('K' . $row, $item['metodo_pago']);
$sheet->setCellValue('L' . $row, $item['status']);
// Estilos de fila
$sheet->getStyle("A{$row}:{$lastCol}{$row}")->applyFromArray([
'borders' => ['allBorders' => ['borderStyle' => Border::BORDER_THIN]],
'alignment' => ['vertical' => Alignment::VERTICAL_CENTER],
'font' => ['size' => 10]
]);
// Centrados
$sheet->getStyle("A{$row}")->getAlignment()->setHorizontal(Alignment::HORIZONTAL_CENTER);
$sheet->getStyle("B{$row}")->getAlignment()->setHorizontal(Alignment::HORIZONTAL_CENTER);
$sheet->getStyle("C{$row}")->getAlignment()->setHorizontal(Alignment::HORIZONTAL_CENTER);
$sheet->getStyle("K{$row}")->getAlignment()->setHorizontal(Alignment::HORIZONTAL_CENTER);
$sheet->getStyle("L{$row}")->getAlignment()->setHorizontal(Alignment::HORIZONTAL_CENTER);
// Color de estado
if ($item['status'] === 'Cancelada') {
$sheet->getStyle("L{$row}")->getFont()->getColor()->setRGB('FF0000');
}
// Color alterno de filas
if ($i % 2 == 0) {
$sheet->getStyle("A{$row}:{$lastCol}{$row}")->getFill()
->setFillType(Fill::FILL_SOLID)
->getStartColor()->setRGB('F2F2F2');
}
$row++;
$i++;
}
// --- ANCHOS DE COLUMNA ---
$sheet->getColumnDimension('A')->setWidth(5);
$sheet->getColumnDimension('B')->setWidth(22);
$sheet->getColumnDimension('C')->setWidth(18);
$sheet->getColumnDimension('D')->setWidth(22);
$sheet->getColumnDimension('E')->setWidth(16);
$sheet->getColumnDimension('F')->setWidth(20);
$sheet->getColumnDimension('G')->setWidth(14);
$sheet->getColumnDimension('H')->setWidth(12);
$sheet->getColumnDimension('I')->setWidth(14);
$sheet->getColumnDimension('J')->setWidth(14);
$sheet->getColumnDimension('K')->setWidth(14);
$sheet->getColumnDimension('L')->setWidth(14);
$writer = new Xlsx($spreadsheet);
$writer->save($filePath);
return response()->download($filePath, $fileName)->deleteFileAfterSend(true);
}
/**
* Traducir método de pago
*/
private function translatePaymentMethod(?string $method): string
{
return match($method) {
'cash' => 'Efectivo',
'credit_card' => 'T. Crédito',
'debit_card' => 'T. Débito',
'transfer' => 'Transferencia',
default => $method ?? 'N/A',
};
}
}

12
app/Http/Controllers/App/FacturaDataController.php
View File

@ -30,17 +30,9 @@ public function show(string $invoiceNumber)
]);
}
// Si ya tiene datos de facturación
if ($sale->client_id) {
return ApiResponse::NO_CONTENT->response([
'message' => 'Esta venta ya tiene datos de facturación registrados',
'client' => $sale->client,
'sale' => $this->formatSaleData($sale)
]);
}
return ApiResponse::OK->response([
'sale' => $this->formatSaleData($sale)
'sale' => $this->formatSaleData($sale),
'client' => $sale->client,
]);
}

12
app/Services/ClientTierService.php
View File

@ -5,21 +5,9 @@
use App\Models\Client;
use App\Models\ClientTier;
use App\Models\ClientTierHistory;
use Illuminate\Support\Facades\DB;
class ClientTierService
{
/**
* Generar número de cliente único secuencial
*/
public function generateClientNumber(): string
{
$lastClient = Client::orderBy('id', 'desc')->first();
$nextNumber = $lastClient ? ((int) substr($lastClient->client_number, 4)) + 1 : 1;
return 'CLI-' . str_pad($nextNumber, 4, '0', STR_PAD_LEFT);
}
/**
* Calcular y actualizar el tier del cliente basado en sus compras totales
*/

11
app/Services/SaleService.php
View File

@ -40,12 +40,11 @@ public function createSale(array $data)
$discountPercentage = $this->clientTierService->getApplicableDiscount($client);
$clientTierName = $client->tier->tier_name;
// Calcular descuento sobre el subtotal + tax
$totalBeforeDiscount = $data['subtotal'] + $data['tax'];
$discountAmount = round($totalBeforeDiscount * ($discountPercentage / 100), 2);
// Calcular descuento solo sobre el subtotal (sin IVA)
$discountAmount = round($data['subtotal'] * ($discountPercentage / 100), 2);
// Recalcular total con descuento
$data['total'] = $totalBeforeDiscount - $discountAmount;
// Recalcular total: subtotal - descuento + IVA
$data['total'] = ($data['subtotal'] - $discountAmount) + $data['tax'];
}
// Calcular el cambio si es pago en efectivo
@ -60,7 +59,7 @@ public function createSale(array $data)
// 1. Crear la venta principal
$sale = Sale::create([
'user_id' => $data['user_id'],
'client_id' => $data['client_id'] ?? null,
'client_id' => $client?->id ?? $data['client_id'] ?? null,
'cash_register_id' => $data['cash_register_id'] ?? $this->getCurrentCashRegister($data['user_id']),
'invoice_number' => $data['invoice_number'] ?? $this->generateInvoiceNumber(),
'subtotal' => $data['subtotal'],

1
routes/api.php
View File

@ -75,6 +75,7 @@
Route::get('top-selling-product', [ReportController::class, 'topSellingProduct']);
Route::get('products-without-movement', [ReportController::class, 'productsWithoutMovement']);
Route::get('client-discounts/excel', [ExcelController::class, 'clientDiscountsReport']);
Route::get('sales/excel', [ExcelController::class, 'salesReport']);
});
//CLIENTES