Saisie unifiée + 4 vues dashboard (mensuel, déclarations URSSAF/TVA)

compta/views.py

@@ -8,26 +8,40 @@ from django.shortcuts import render, get_object_or_404
 from .models import Entreprise
 from . import services
 
+MOIS = services.MOIS_FR
 
-def _entreprise_courante(request):
+
+def _entreprise(request):
     eid = request.GET.get("entreprise")
-    qs = Entreprise.objects.all()
     if eid:
         return get_object_or_404(Entreprise, pk=eid)
-    return qs.first()
+    return Entreprise.objects.first()
+
+
+def _annee(request):
+    return int(request.GET.get("annee", date.today().year))
+
+
+def _base_ctx(entreprise, annee, vue):
+    return {
+        "entreprise": entreprise,
+        "entreprises": Entreprise.objects.all(),
+        "annee": annee,
+        "annees": services.annees_disponibles(entreprise) or [annee],
+        "vue": vue,
+        "mois_liste": list(enumerate(MOIS, start=1)),
+    }
 
 
 @login_required
 def dashboard(request):
-    entreprise = _entreprise_courante(request)
+    entreprise = _entreprise(request)
     if entreprise is None:
         return render(request, "compta/dashboard.html", {"entreprise": None})
-
-    annee = int(request.GET.get("annee", date.today().year))
+    annee = _annee(request)
     ctx = services.synthese(entreprise, annee)
+    ctx.update(_base_ctx(entreprise, annee, "global"))
     ctx.update({
-        "entreprises": Entreprise.objects.all(),
-        "annees": services.annees_disponibles(entreprise) or [annee],
         "mois_labels": ["Jan", "Fév", "Mar", "Avr", "Mai", "Juin",
                         "Juil", "Août", "Sep", "Oct", "Nov", "Déc"],
         "ca_mensuel_json": [float(v) for v in ctx["ca_mensuel"]],
@@ -35,18 +49,59 @@ def dashboard(request):
     return render(request, "compta/dashboard.html", ctx)
 
 
-def _csv_response(filename):
+@login_required
+def vue_mensuelle(request):
+    entreprise = _entreprise(request)
+    if entreprise is None:
+        return render(request, "compta/mensuel.html", {"entreprise": None})
+    annee = _annee(request)
+    ctx = _base_ctx(entreprise, annee, "mensuel")
+    ctx["rows"] = services.tableau_mensuel(entreprise, annee)
+    return render(request, "compta/mensuel.html", ctx)
+
+
+@login_required
+def declaration_urssaf(request):
+    entreprise = _entreprise(request)
+    if entreprise is None:
+        return render(request, "compta/decl_urssaf.html", {"entreprise": None})
+    annee = _annee(request)
+    mois = int(request.GET.get("mois", date.today().month))
+    ctx = _base_ctx(entreprise, annee, "urssaf")
+    ctx["mois_sel"] = mois
+    ctx["decl"] = services.declaration_urssaf(entreprise, annee, mois)
+    return render(request, "compta/decl_urssaf.html", ctx)
+
+
+@login_required
+def declaration_tva(request):
+    entreprise = _entreprise(request)
+    if entreprise is None:
+        return render(request, "compta/decl_tva.html", {"entreprise": None})
+    annee = _annee(request)
+    mois = int(request.GET.get("mois", date.today().month))
+    mode = request.GET.get("mode") or entreprise.vue_tva
+    ctx = _base_ctx(entreprise, annee, "tva")
+    ctx["mois_sel"] = mois
+    ctx["mode"] = mode
+    ctx["decl"] = services.declaration_tva(entreprise, annee, mois)
+    return render(request, "compta/decl_tva.html", ctx)
+
+
+# ---- Exports CSV --------------------------------------------------------
+
+def _csv(filename):
     resp = HttpResponse(content_type="text/csv; charset=utf-8")
     resp["Content-Disposition"] = f'attachment; filename="{filename}"'
-    resp.write("")  # BOM pour Excel
+    resp.write("")
     return resp
 
 
 @login_required
 def export_ventes(request):
-    entreprise = _entreprise_courante(request)
-    annee = int(request.GET.get("annee", date.today().year))
-    resp = _csv_response(f"ventes_{annee}.csv")
+    entreprise = _entreprise(request)
+    annee = _annee(request)
+    resp = _csv(f"ventes_{annee}.csv")
     w = csv.writer(resp, delimiter=";")
     w.writerow(["Numero", "Client", "Activite", "Date emission",
                 "Date encaissement", "Statut", "HT", "TVA", "TTC"])
@@ -59,13 +114,13 @@ def export_ventes(request):
 
 @login_required
 def export_tva(request):
-    entreprise = _entreprise_courante(request)
-    annee = int(request.GET.get("annee", date.today().year))
+    entreprise = _entreprise(request)
+    annee = _annee(request)
     s = services.synthese(entreprise, annee)
-    resp = _csv_response(f"tva_{annee}.csv")
+    resp = _csv(f"tva_{annee}.csv")
     w = csv.writer(resp, delimiter=";")
-    w.writerow(["Annee", "TVA sur ventes", "TVA autoliquidee (UE/import)",
-                "TVA collectee totale", "TVA deductible", "TVA a reverser"])
+    w.writerow(["Annee", "TVA sur ventes", "TVA autoliquidee", "TVA collectee",
+                "TVA deductible", "TVA a reverser"])
     w.writerow([annee, s["tva_sur_ventes"], s["tva_autoliquidee"],
                 s["tva_collectee"], s["tva_deductible"], s["tva_a_reverser"]])
     return resp
@@ -73,18 +128,17 @@ def export_tva(request):
 
 @login_required
 def export_urssaf(request):
-    entreprise = _entreprise_courante(request)
-    annee = int(request.GET.get("annee", date.today().year))
+    entreprise = _entreprise(request)
+    annee = _annee(request)
     s = services.synthese(entreprise, annee)
-    resp = _csv_response(f"urssaf_{annee}.csv")
+    resp = _csv(f"urssaf_{annee}.csv")
     w = csv.writer(resp, delimiter=";")
     w.writerow(["Annee", "Activite", "CA HT", "Taux URSSAF", "Cotisations",
-                "Taux VL", "Versement liberatoire", "Abattement",
-                "Revenu imposable"])
+                "Taux VL", "Versement liberatoire", "Abattement", "Revenu imposable"])
     for l in s["lignes_activite"]:
-        w.writerow([annee, l["label"], l["ca_ht"], l["taux_urssaf"],
-                    l["cotisations"], l["taux_vl"], l["versement_liberatoire"],
-                    l["abattement_fiscal"], l["revenu_imposable"]])
-    w.writerow([annee, "TOTAL", s["ca_ht"], "", s["cotisations_urssaf"],
-                "", s["versement_liberatoire"], "", s["revenu_imposable"]])
+        w.writerow([annee, l["label"], l["ca_ht"], l["taux_urssaf"], l["cotisations"],
+                    l["taux_vl"], l["versement_liberatoire"], l["abattement_fiscal"],
+                    l["revenu_imposable"]])
+    w.writerow([annee, "TOTAL", s["ca_ht"], "", s["cotisations_urssaf"], "",
+                s["versement_liberatoire"], "", s["revenu_imposable"]])
     return resp