feat(crm): dominio backend (cuentas, contactos, prospectos, embudos, oportunidades, actividades)
- Nuevo schema `crm` con 7 tablas multi-tenant (TenantScopedMixin + soft delete) - Módulos FastAPI por dominio: models/dto/service/routes (patrón example) - Métricas del dashboard (KPIs + embudo por etapa) - Conversión de prospecto → cuenta/contacto/oportunidad (idempotente) - Movimiento de oportunidad entre etapas (Kanban) con estado/probabilidad derivados - 25 permisos registrados en PermissionRegistry - Migración Alembic con upgrade/downgrade completos - 24 tests de servicios (pytest) en verde Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Aduanasoft
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backend/alembic/versions/f1a2b3c4d5e6_crm_schema.py
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backend/alembic/versions/f1a2b3c4d5e6_crm_schema.py
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"""crm schema (accounts, contacts, leads, pipelines, opportunities, activities)
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Revision ID: f1a2b3c4d5e6
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Revises: g2h3i4j5k6l7
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Create Date: 2026-07-14 00:00:00.000000
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"""
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from typing import Sequence, Union
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import sqlalchemy as sa
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from alembic import op
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revision: str = "f1a2b3c4d5e6"
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down_revision: Union[str, None] = "g2h3i4j5k6l7"
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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SCHEMA = "crm"
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def _scoped_columns() -> list[sa.Column]:
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"""Columnas comunes de TenantScopedMixin + TimestampMixin."""
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return [
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sa.Column("tenant_id", sa.Integer(), nullable=False),
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sa.Column("company_id", sa.Integer(), nullable=False),
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sa.Column("created_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
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sa.Column("updated_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
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sa.Column("deleted_at", sa.DateTime(), nullable=True),
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]
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def _scoped_indexes(table: str) -> None:
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op.create_index(f"ix_{SCHEMA}_{table}_id", table, ["id"], schema=SCHEMA)
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op.create_index(f"ix_{SCHEMA}_{table}_tenant_id", table, ["tenant_id"], schema=SCHEMA)
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op.create_index(f"ix_{SCHEMA}_{table}_company_id", table, ["company_id"], schema=SCHEMA)
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def upgrade() -> None:
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op.execute(f"CREATE SCHEMA IF NOT EXISTS {SCHEMA}")
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# ----- pipelines -----
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op.create_table(
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"pipelines",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("name", sa.String(length=120), nullable=False),
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sa.Column("is_default", sa.Boolean(), nullable=False, server_default=sa.text("false")),
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*_scoped_columns(),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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schema=SCHEMA,
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)
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_scoped_indexes("pipelines")
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# ----- pipeline_stages -----
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op.create_table(
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"pipeline_stages",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("pipeline_id", sa.Integer(), nullable=False),
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sa.Column("name", sa.String(length=120), nullable=False),
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sa.Column("position", sa.Integer(), nullable=False, server_default=sa.text("0")),
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sa.Column("probability", sa.Integer(), nullable=False, server_default=sa.text("0")),
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sa.Column("is_won", sa.Boolean(), nullable=False, server_default=sa.text("false")),
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sa.Column("is_lost", sa.Boolean(), nullable=False, server_default=sa.text("false")),
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*_scoped_columns(),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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sa.ForeignKeyConstraint(["pipeline_id"], [f"{SCHEMA}.pipelines.id"]),
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schema=SCHEMA,
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)
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_scoped_indexes("pipeline_stages")
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op.create_index("ix_crm_pipeline_stages_pipeline_id", "pipeline_stages", ["pipeline_id"], schema=SCHEMA)
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# ----- accounts -----
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op.create_table(
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"accounts",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("name", sa.String(length=255), nullable=False),
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sa.Column("trade_name", sa.String(length=255), nullable=True),
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sa.Column("rfc", sa.String(length=13), nullable=True),
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sa.Column("account_type", sa.String(length=40), nullable=True),
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sa.Column("industry", sa.String(length=120), nullable=True),
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sa.Column("email", sa.String(length=255), nullable=True),
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sa.Column("phone", sa.String(length=40), nullable=True),
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sa.Column("website", sa.String(length=255), nullable=True),
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sa.Column("address", sa.Text(), nullable=True),
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sa.Column("city", sa.String(length=120), nullable=True),
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sa.Column("state", sa.String(length=120), nullable=True),
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sa.Column("country", sa.String(length=2), nullable=True, server_default=sa.text("'MX'")),
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sa.Column("patente_aduanal", sa.String(length=20), nullable=True),
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sa.Column("status", sa.String(length=20), nullable=False, server_default=sa.text("'active'")),
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sa.Column("owner_user_id", sa.String(length=64), nullable=True),
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sa.Column("notes", sa.Text(), nullable=True),
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*_scoped_columns(),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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schema=SCHEMA,
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)
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_scoped_indexes("accounts")
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op.create_index("ix_crm_accounts_rfc", "accounts", ["rfc"], schema=SCHEMA)
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op.create_index("ix_crm_accounts_owner_user_id", "accounts", ["owner_user_id"], schema=SCHEMA)
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# ----- contacts -----
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op.create_table(
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"contacts",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("account_id", sa.Integer(), nullable=True),
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sa.Column("first_name", sa.String(length=120), nullable=False),
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sa.Column("last_name", sa.String(length=120), nullable=True),
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sa.Column("email", sa.String(length=255), nullable=True),
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sa.Column("phone", sa.String(length=40), nullable=True),
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sa.Column("mobile", sa.String(length=40), nullable=True),
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sa.Column("job_title", sa.String(length=120), nullable=True),
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sa.Column("department", sa.String(length=120), nullable=True),
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sa.Column("is_primary", sa.Boolean(), nullable=False, server_default=sa.text("false")),
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sa.Column("owner_user_id", sa.String(length=64), nullable=True),
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sa.Column("notes", sa.Text(), nullable=True),
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*_scoped_columns(),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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sa.ForeignKeyConstraint(["account_id"], [f"{SCHEMA}.accounts.id"]),
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schema=SCHEMA,
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)
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_scoped_indexes("contacts")
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op.create_index("ix_crm_contacts_account_id", "contacts", ["account_id"], schema=SCHEMA)
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op.create_index("ix_crm_contacts_email", "contacts", ["email"], schema=SCHEMA)
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op.create_index("ix_crm_contacts_owner_user_id", "contacts", ["owner_user_id"], schema=SCHEMA)
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# ----- opportunities -----
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op.create_table(
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"opportunities",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("name", sa.String(length=255), nullable=False),
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sa.Column("account_id", sa.Integer(), nullable=True),
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sa.Column("contact_id", sa.Integer(), nullable=True),
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sa.Column("pipeline_id", sa.Integer(), nullable=True),
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sa.Column("stage_id", sa.Integer(), nullable=True),
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sa.Column("amount", sa.Numeric(precision=14, scale=2), nullable=True),
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sa.Column("currency", sa.String(length=3), nullable=False, server_default=sa.text("'MXN'")),
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sa.Column("probability", sa.Integer(), nullable=True),
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sa.Column("status", sa.String(length=20), nullable=False, server_default=sa.text("'open'")),
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sa.Column("expected_close_date", sa.Date(), nullable=True),
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sa.Column("closed_at", sa.DateTime(), nullable=True),
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sa.Column("lost_reason", sa.String(length=255), nullable=True),
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sa.Column("source", sa.String(length=60), nullable=True),
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sa.Column("owner_user_id", sa.String(length=64), nullable=True),
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sa.Column("notes", sa.Text(), nullable=True),
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*_scoped_columns(),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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sa.ForeignKeyConstraint(["account_id"], [f"{SCHEMA}.accounts.id"]),
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sa.ForeignKeyConstraint(["contact_id"], [f"{SCHEMA}.contacts.id"]),
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sa.ForeignKeyConstraint(["pipeline_id"], [f"{SCHEMA}.pipelines.id"]),
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sa.ForeignKeyConstraint(["stage_id"], [f"{SCHEMA}.pipeline_stages.id"]),
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schema=SCHEMA,
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)
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_scoped_indexes("opportunities")
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op.create_index("ix_crm_opportunities_account_id", "opportunities", ["account_id"], schema=SCHEMA)
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op.create_index("ix_crm_opportunities_contact_id", "opportunities", ["contact_id"], schema=SCHEMA)
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op.create_index("ix_crm_opportunities_pipeline_id", "opportunities", ["pipeline_id"], schema=SCHEMA)
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op.create_index("ix_crm_opportunities_stage_id", "opportunities", ["stage_id"], schema=SCHEMA)
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op.create_index("ix_crm_opportunities_status", "opportunities", ["status"], schema=SCHEMA)
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op.create_index("ix_crm_opportunities_owner_user_id", "opportunities", ["owner_user_id"], schema=SCHEMA)
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# ----- leads -----
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op.create_table(
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"leads",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("name", sa.String(length=255), nullable=False),
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sa.Column("contact_name", sa.String(length=160), nullable=True),
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sa.Column("email", sa.String(length=255), nullable=True),
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sa.Column("phone", sa.String(length=40), nullable=True),
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sa.Column("company_name", sa.String(length=255), nullable=True),
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sa.Column("source", sa.String(length=60), nullable=True),
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sa.Column("status", sa.String(length=20), nullable=False, server_default=sa.text("'new'")),
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sa.Column("estimated_value", sa.Numeric(precision=14, scale=2), nullable=True),
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sa.Column("owner_user_id", sa.String(length=64), nullable=True),
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sa.Column("converted_account_id", sa.Integer(), nullable=True),
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sa.Column("converted_contact_id", sa.Integer(), nullable=True),
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sa.Column("converted_opportunity_id", sa.Integer(), nullable=True),
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sa.Column("notes", sa.Text(), nullable=True),
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*_scoped_columns(),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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sa.ForeignKeyConstraint(["converted_account_id"], [f"{SCHEMA}.accounts.id"]),
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sa.ForeignKeyConstraint(["converted_contact_id"], [f"{SCHEMA}.contacts.id"]),
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sa.ForeignKeyConstraint(["converted_opportunity_id"], [f"{SCHEMA}.opportunities.id"]),
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schema=SCHEMA,
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)
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_scoped_indexes("leads")
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op.create_index("ix_crm_leads_email", "leads", ["email"], schema=SCHEMA)
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op.create_index("ix_crm_leads_status", "leads", ["status"], schema=SCHEMA)
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op.create_index("ix_crm_leads_owner_user_id", "leads", ["owner_user_id"], schema=SCHEMA)
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# ----- activities -----
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op.create_table(
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"activities",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("activity_type", sa.String(length=20), nullable=False),
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sa.Column("subject", sa.String(length=255), nullable=False),
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sa.Column("description", sa.Text(), nullable=True),
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sa.Column("status", sa.String(length=20), nullable=False, server_default=sa.text("'pending'")),
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sa.Column("due_date", sa.DateTime(), nullable=True),
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sa.Column("completed_at", sa.DateTime(), nullable=True),
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sa.Column("account_id", sa.Integer(), nullable=True),
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sa.Column("contact_id", sa.Integer(), nullable=True),
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sa.Column("lead_id", sa.Integer(), nullable=True),
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sa.Column("opportunity_id", sa.Integer(), nullable=True),
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sa.Column("owner_user_id", sa.String(length=64), nullable=True),
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*_scoped_columns(),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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sa.ForeignKeyConstraint(["account_id"], [f"{SCHEMA}.accounts.id"]),
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sa.ForeignKeyConstraint(["contact_id"], [f"{SCHEMA}.contacts.id"]),
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sa.ForeignKeyConstraint(["lead_id"], [f"{SCHEMA}.leads.id"]),
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sa.ForeignKeyConstraint(["opportunity_id"], [f"{SCHEMA}.opportunities.id"]),
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schema=SCHEMA,
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)
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_scoped_indexes("activities")
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op.create_index("ix_crm_activities_status", "activities", ["status"], schema=SCHEMA)
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op.create_index("ix_crm_activities_account_id", "activities", ["account_id"], schema=SCHEMA)
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op.create_index("ix_crm_activities_contact_id", "activities", ["contact_id"], schema=SCHEMA)
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op.create_index("ix_crm_activities_lead_id", "activities", ["lead_id"], schema=SCHEMA)
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op.create_index("ix_crm_activities_opportunity_id", "activities", ["opportunity_id"], schema=SCHEMA)
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op.create_index("ix_crm_activities_owner_user_id", "activities", ["owner_user_id"], schema=SCHEMA)
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def downgrade() -> None:
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# Orden inverso al de creación para respetar las FK.
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# DROP TABLE elimina automáticamente los índices asociados en PostgreSQL.
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op.drop_table("activities", schema=SCHEMA)
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op.drop_table("leads", schema=SCHEMA)
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op.drop_table("opportunities", schema=SCHEMA)
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op.drop_table("contacts", schema=SCHEMA)
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op.drop_table("accounts", schema=SCHEMA)
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op.drop_table("pipeline_stages", schema=SCHEMA)
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op.drop_table("pipelines", schema=SCHEMA)
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op.execute(f"DROP SCHEMA IF EXISTS {SCHEMA}")
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