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Overview

Proyecto provides comprehensive project management capabilities that allow you to organize work by creating projects, assigning team leaders, and managing team members. Each project tracks its lifecycle with automatic timestamps and soft-delete functionality for data integrity.
All projects are tracked with automatic registration dates and times, ensuring complete audit trails for your organization.

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Creating a New Project

When you create a project, you’ll define three key elements:

Project Name

A unique identifier for your project that describes the work

Project Leader

A single team member who leads and oversees the project

Team Members

Multiple team members (encargados) assigned to work on the project

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Project Creation Workflow

  1. Navigate to the Projects section (/Proyectos/)
  2. Click to add a new project
  3. Fill out the project form with:
    • Project Name (nombre_proyecto) - Must be unique across all projects
    • Leader (lider) - Select one team member to lead the project
    • Team Members (encargados) - Select multiple team members to assign
  4. Submit the form
Project names must be unique. If you try to create a project with a duplicate name, you’ll receive an error: “El nombre está repetido” (The name is repeated).

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Project Data Model

The Proyectos model in CTP/models.py defines the structure: 
class Proyectos(ModeloBase):
    nombre_proyecto = models.CharField(max_length=100)
    lider = models.ForeignKey(encargado, on_delete=models.CASCADE, related_name='proyectos_lider')
    encargados = models.ManyToManyField(encargado, related_name='proyectos_encargados')
    # Inherited from ModeloBase:
    # - fecha_registro (auto-generated registration date)
    # - hora_registro (auto-generated registration time)
    # - status (boolean for soft deletes)

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Understanding Project Relationships

Leader Assignment (ForeignKey) Each project has exactly one leader. This is a ForeignKey relationship to the encargado model, meaning:
  • One team member serves as the project leader
  • The leader has overall responsibility for the project
  • If the leader is deleted, the project is also deleted (CASCADE)
Team Member Assignment (ManyToMany) Projects can have multiple team members assigned. This is a ManyToManyField relationship:
  • Multiple team members can work on a single project
  • A team member can be assigned to multiple projects
  • Team assignments are managed through the encargados field
The leader can also be included in the team members list, or they can be separate. The system allows for flexible team structures.

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Editing Projects

You can modify existing projects at any time:
  1. From the project listing, click the edit action for a project
  2. The system loads the current project data using model_to_dict()
  3. Modify any field:
    • Change the project name
    • Reassign the project leader
    • Add or remove team members
  4. Save your changes
# From view_proyectos.py - Edit workflow
if action == 'editar':
    with transaction.atomic():
        id = request.POST['id']
        proyecto = Proyectos.objects.get(id=id)
        form = ProjectForm(request.POST, instance=proyecto)
        if form.is_valid():
            form.save()
            messages.success(request, 'Proyectos guardado exitosamente!')
All edit operations are wrapped in database transactions (transaction.atomic()) to ensure data consistency. If any part of the edit fails, all changes are rolled back.

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Viewing Project Listings

The project listing page displays all active projects with their details:
  • Project name - The unique project identifier
  • Leader name - Who is leading the project
  • Team members - All assigned team members (encargados)
  • Registration info - When the project was created
Projects are automatically sorted by project name and leader for easy navigation: 
# From view_proyectos.py - Listing query
proyectos = Proyectos.objects.filter(status=True).order_by('nombre_proyecto', 'lider')
Only active projects (where status=True) are displayed in the main listing. Deleted projects are hidden but preserved in the database.

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Soft Delete Functionality

Proyecto uses soft deletion to maintain data integrity and audit trails:

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How Soft Delete Works

  1. When you delete a project, it’s not removed from the database
  2. Instead, the status field is set to False
  3. The project is filtered out of all standard listings
  4. Historical data and relationships are preserved
# From view_proyectos.py - Soft delete implementation
if action == 'eliminar':
    with transaction.atomic():
        id = request.POST['id']
        proyectos = Proyectos.objects.get(id=id)
        proyectos.status = False
        proyectos.save()
        messages.success(request, 'Proyectos eliminado')

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Benefits of Soft Deletion

All project history is maintained even after deletion, allowing you to review past projects and decisions.
Related data like task assignments and team relationships remain intact in the database.
Combined with automatic timestamps, you have a complete record of when projects were created and deleted.
Deleted projects can potentially be recovered by changing the status back to True if needed.

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Generating PDF Reports

You can generate PDF reports for your projects in two formats:

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Individual Project Report

Generate a detailed report for a specific project by selecting the PDF action from the project listing.

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Complete Project Listing

Generate a comprehensive PDF report of all active projects: 
# From view_proyectos.py - PDF generation
if action == 'pdflistado':
    proyectos = Proyectos.objects.filter(status=True).order_by('nombre_proyecto', 'lider')
    data['listado'] = []
    for proyecto in proyectos:
        encargados = [e.nombres for e in proyecto.encargados.all()]
        data['listado'].append({
            'pk': proyecto.pk,
            'nombre_proyecto': proyecto.nombre_proyecto,
            'lider': proyecto.lider.nombres,
            'encargados': encargados
        })
    return render(request, 'pdf/Proyectos/listadoP.html', data)
The PDF report includes:
  • Project ID (primary key)
  • Project name
  • Leader name
  • Complete list of all team member names
  • Sorted alphabetically by project name and leader
PDF reports only include active projects (status=True). Deleted projects are excluded from all reports.

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User Interface Workflow

The project management interface follows a consistent pattern:

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Action-Based Navigation

All project operations use an action parameter in the URL:
  • ?action=agregar - Add a new project
  • ?action=editar&id=X - Edit an existing project
  • ?action=eliminar&id=X - Delete a project
  • ?action=pdflistado - Generate PDF report
  • ?action=consultar&id=X - View project details via AJAX

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Form Validation

The ProjectForm in forms.py provides validation and structure: 
class ProjectForm(forms.ModelForm):
    class Meta:
        model = Proyectos
        fields = ['nombre_proyecto', 'lider','encargados']
        widgets = {
            'nombre_proyecto': forms.TextInput(attrs={'class': 'form-control'}),
            'lider': forms.Select(attrs={'class': 'form-control'}),
            'encargados': forms.SelectMultiple(attrs={'class': 'form_control select2'}),
        }
The team members field uses Select2 for an enhanced multi-select experience, making it easy to assign multiple team members to a project.

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Security and Authentication

All project management operations require authentication: 
@login_required
def viewProyectos(request):
    # All project operations protected by login
You must be logged in to:
  • View the project listing
  • Create new projects
  • Edit existing projects
  • Delete projects
  • Generate PDF reports
Unauthorized users are redirected to the login page. All project data is protected behind authentication.

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