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The Reports module provides comprehensive analytics and export capabilities for inventory data. All reports can be exported to CSV format for further analysis in spreadsheet applications.

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Report Types

The system offers five different report categories:

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1. Stock Actual (Current Stock)

Shows current inventory levels for all products.
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reportType
select
default:"stock"
Stock actual
Columns:
  • Rubro: Product name
  • Categoría: Product category
  • Stock: Current quantity with unit
  • Estado: Stock status badge (BAJO / MEDIO / OK)
Data source: 
SELECT product.*, category.category_name
FROM product
LEFT JOIN category ON product.id_category = category.id_category
ORDER BY stock DESC
Status badges:
  • BAJO (Red): stock < 10
  • MEDIO (Amber): stock >= 10 AND stock < 50
  • OK (Green): stock >= 50

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2. Entradas (Entry Guides)

Displays all inventory entries from approved guides within a date range.
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reportType
select
Entradas (guías)
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dateRange.desde
date
required
Start date filterDefault: First day of current month
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dateRange.hasta
date
required
End date filterDefault: Today
Columns:
  • Fecha: Entry date
  • Guía: SUNAGRO guide number
  • Rubro: Product name
  • Cantidad: Amount received with unit
Data source: 
SELECT input.*, product.product_name, product.unit_measure,
       guia_entrada.numero_guia_sunagro, guia_entrada.fecha
FROM input
JOIN product ON input.id_product = product.id_product
LEFT JOIN guia_entrada ON input.id_guia = guia_entrada.id_guia
WHERE input.fecha BETWEEN p_desde AND p_hasta
ORDER BY input.fecha DESC

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3. Salidas (Outputs/Consumption)

Shows all inventory deductions (typically from daily operations).
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reportType
select
Salidas (menús)
Date range: Same as Entradas Columns:
  • Fecha: Consumption date
  • Rubro: Product name
  • Cantidad: Amount consumed with unit
  • Motivo: Reason (e.g., “Almuerzo - 774 alumnos”)
Data source: 
SELECT output.*, product.product_name, product.unit_measure
FROM output
JOIN product ON output.id_product = product.id_product
WHERE output.fecha BETWEEN p_desde AND p_hasta
ORDER BY output.fecha DESC

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4. Lotes por Vencer (Expiring Batches)

Lists all batches approaching expiration within the next 365 days, sorted by expiration date.
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reportType
select
Lotes por vencer
No date filter: Fixed to next 365 days Columns:
  • Rubro: Product name
  • Cantidad Lote: Batch quantity
  • Stock Total: Total product stock
  • Vencimiento: Expiration date
  • Días restantes: Days until expiration with badge
Badge colors:
  • VENCIDO (Red): dias_restantes < 0
  • X días (Red badge): dias_restantes <= 7
  • X días (Amber badge): dias_restantes <= 30
  • X días (No badge): dias_restantes > 30
Data source: 
-- Uses RPC function
SELECT * FROM get_lotes_por_vencer(365)
ORDER BY fecha_vencimiento ASC
This function queries the lotes_detalle JSONB field in approved entry guides: 
SELECT
  p.product_name,
  (lote->>'cantidad')::NUMERIC AS cantidad_lote,
  p.stock,
  (lote->>'fecha_vencimiento')::DATE AS fecha_vencimiento,
  ((lote->>'fecha_vencimiento')::DATE - CURRENT_DATE) AS dias_restantes
FROM input i
JOIN guia_entrada g ON i.id_guia = g.id_guia
JOIN product p ON i.id_product = p.id_product
CROSS JOIN LATERAL jsonb_array_elements(i.lotes_detalle) AS lote
WHERE g.estado = 'Aprobada'
  AND (lote->>'fecha_vencimiento')::DATE <= CURRENT_DATE + 365

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5. Consumo por Rubro (Consumption by Product)

Aggregates total consumption per product within a date range.
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reportType
select
Consumo por rubro
Date range: Uses filter Columns:
  • Rubro: Product name
  • Total consumido: Sum of all consumption
  • Veces usado: Number of times the product was used
  • Promedio por uso: Average quantity per use
Data source: The report queries menu_diario and menu_detalle (legacy tables) and groups by product: 
SELECT 
  product.product_name,
  SUM(menu_detalle.cantidad_real_usada) AS total,
  COUNT(*) AS veces
FROM menu_diario
JOIN menu_detalle ON menu_diario.id_menu = menu_detalle.id_menu
JOIN product ON menu_detalle.id_product = product.id_product
WHERE menu_diario.fecha BETWEEN p_desde AND p_hasta
GROUP BY product.id_product, product.product_name
Note: This report currently uses legacy menu_diario/menu_detalle tables. For systems using the newer registro_diario workflow, consumption data comes from the output table instead.

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CSV Export

All reports can be exported to CSV format using the “Exportar a CSV” button.

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Export Features

UTF-8 BOM

Files include UTF-8 BOM (\uFEFF) for proper character encoding in Excel

Auto-filename

Format: reporte_{type}_{date}.csvExample: reporte_stock_2026-03-03.csv

Quoted Fields

Text fields are quoted to handle commas and special characters

Browser Download

Uses Blob API with auto-download link

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CSV Structure Examples

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Stock Report

Rubro,Categoría,Stock,Unidad
"Arroz","Carbohidratos",85.50,kg
"Aceite de girasol","Aceites y grasas",20.50,lt
"Pollo","Proteinas",12.30,kg

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Entradas Report

Fecha,Guía,Rubro,Cantidad,Unidad
2026-03-01,"91","Arroz",100.00,kg
2026-03-01,"91","Aceite de girasol",25.00,lt

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Vencimientos Report

Rubro,Cantidad Lote,Stock Total,Vencimiento,Días restantes
"Leche en polvo",15.00,15.00,2026-03-15,12
"Arroz",45.50,85.50,2026-09-15,196

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Report UI

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Filter Panel

The filter card shows: 
<Card>
  <FormGroup>
    <Label>Tipo de reporte</Label>
    <Select options={reportTypes} />
  </FormGroup>
  
  {/* Date filters for applicable reports */}
  {needsDateRange && (
    <>
      <FormGroup>
        <Label>Desde</Label>
        <DateInput />
      </FormGroup>
      <FormGroup>
        <Label>Hasta</Label>
        <DateInput />
      </FormGroup>
    </>
  )}
  
  <Button onClick={exportToCSV}>
    📥 Exportar a CSV
  </Button>
</Card>

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Data Table

Report data displays in a responsive table with:
  • Loading state: <GlobalLoader text="Generando reporte..." />
  • Empty state: “No hay datos para este reporte”
  • Overflow handling: overflow-x-auto wrapper for horizontal scroll

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Table Styling

  • Font weight: Product names shown in bold (font-semibold)
  • Text size: Secondary info in smaller font (text-sm)
  • Badges: Color-coded status indicators
  • Alignment: Numeric data right-aligned

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Use Cases

Inventory Audits

Export current stock for physical count verification and reconciliation

Procurement Planning

Analyze consumption patterns to forecast reorder quantities and timing

Waste Prevention

Monitor expiring batches to prioritize usage and minimize losses

Budget Reporting

Track entry guide data for budget compliance and government reporting

Consumption Analysis

Identify high-usage items and optimize portion recipes

Historical Trends

Compare consumption across date ranges to identify seasonal patterns

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Technical Details

File location: src/pages/Reportes.jsx:1-386

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Key Functions

  • loadReport(): Dispatcher that calls appropriate report loader based on reportType
  • loadStockReport(): Fetches current inventory with categories
  • loadEntradasReport(): Queries input table with date filter
  • loadSalidasReport(): Queries output table with date filter
  • loadVencimientosReport(): Calls get_lotes_por_vencer RPC
  • loadConsumoReport(): Aggregates menu_detalle data
  • exportToCSV(): Generates CSV file with UTF-8 BOM and triggers download

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State Management

const [reportType, setReportType] = useState('stock')
const [reportData, setReportData] = useState([])
const [dateRange, setDateRange] = useState({
  desde: getFirstDayOfMonth(),
  hasta: getLocalDate()
})

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Report Auto-reload

useEffect(() => {
  loadReport()
}, [reportType, dateRange])
Reports refresh automatically when:
  • Report type changes
  • Date range is modified

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Performance Considerations

Large datasets: The Vencimientos report scans all JSONB batch data. Consider pagination for systems with thousands of batches.
Date range limits: For Entradas and Salidas reports, use narrow date ranges (e.g., one month) for faster queries on large datasets.

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