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>
This commit is contained in:
Aduanasoft
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backend/api/v1/modules/crm/accounts/__init__.py
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backend/api/v1/modules/crm/accounts/__init__.py
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backend/api/v1/modules/crm/accounts/dto.py
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backend/api/v1/modules/crm/accounts/dto.py
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from datetime import datetime
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from pydantic import BaseModel, ConfigDict, EmailStr, Field
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class AccountCreate(BaseModel):
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name: str = Field(..., min_length=1, max_length=255)
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trade_name: str | None = Field(None, max_length=255)
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rfc: str | None = Field(None, max_length=13)
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account_type: str | None = Field(None, max_length=40)
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industry: str | None = Field(None, max_length=120)
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email: EmailStr | None = None
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phone: str | None = Field(None, max_length=40)
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website: str | None = Field(None, max_length=255)
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address: str | None = None
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city: str | None = Field(None, max_length=120)
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state: str | None = Field(None, max_length=120)
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country: str | None = Field(None, max_length=2)
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patente_aduanal: str | None = Field(None, max_length=20)
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status: str = Field("active", max_length=20)
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owner_user_id: str | None = Field(None, max_length=64)
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notes: str | None = None
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class AccountUpdate(BaseModel):
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name: str | None = Field(None, min_length=1, max_length=255)
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trade_name: str | None = Field(None, max_length=255)
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rfc: str | None = Field(None, max_length=13)
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account_type: str | None = Field(None, max_length=40)
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industry: str | None = Field(None, max_length=120)
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email: EmailStr | None = None
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phone: str | None = Field(None, max_length=40)
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website: str | None = Field(None, max_length=255)
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address: str | None = None
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city: str | None = Field(None, max_length=120)
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state: str | None = Field(None, max_length=120)
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country: str | None = Field(None, max_length=2)
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patente_aduanal: str | None = Field(None, max_length=20)
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status: str | None = Field(None, max_length=20)
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owner_user_id: str | None = Field(None, max_length=64)
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notes: str | None = None
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class AccountResponse(BaseModel):
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model_config = ConfigDict(from_attributes=True)
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id: int
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name: str
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trade_name: str | None
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rfc: str | None
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account_type: str | None
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industry: str | None
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email: str | None
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phone: str | None
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website: str | None
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address: str | None
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city: str | None
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state: str | None
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country: str | None
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patente_aduanal: str | None
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status: str
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owner_user_id: str | None
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notes: str | None
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tenant_id: int
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company_id: int
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created_at: datetime
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updated_at: datetime
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backend/api/v1/modules/crm/accounts/models.py
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backend/api/v1/modules/crm/accounts/models.py
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from sqlalchemy import Integer, String, Text, text
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from sqlalchemy.orm import Mapped, mapped_column
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from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
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from core.database import Base
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class Account(Base, TenantScopedMixin, TimestampMixin):
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"""Cuenta CRM: empresa cliente o prospecto.
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Modela importadores, IMMEX, agencias aduanales, transportistas, etc.
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Los campos aduaneros (RFC, patente) son opcionales para no forzar datos
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en prospectos que aún no comparten información fiscal.
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"""
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__tablename__ = "accounts"
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__table_args__ = {"schema": "crm"}
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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# Razón social (nombre legal) y nombre comercial
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name: Mapped[str] = mapped_column(String(255), nullable=False)
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trade_name: Mapped[str | None] = mapped_column(String(255), nullable=True)
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rfc: Mapped[str | None] = mapped_column(String(13), nullable=True, index=True)
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# Tipo de cuenta: immex | agencia_aduanal | importador | exportador | transportista | otro
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account_type: Mapped[str | None] = mapped_column(String(40), nullable=True)
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industry: Mapped[str | None] = mapped_column(String(120), nullable=True)
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email: Mapped[str | None] = mapped_column(String(255), nullable=True)
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phone: Mapped[str | None] = mapped_column(String(40), nullable=True)
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website: Mapped[str | None] = mapped_column(String(255), nullable=True)
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address: Mapped[str | None] = mapped_column(Text, nullable=True)
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city: Mapped[str | None] = mapped_column(String(120), nullable=True)
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state: Mapped[str | None] = mapped_column(String(120), nullable=True)
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country: Mapped[str | None] = mapped_column(String(2), nullable=True, server_default=text("'MX'"))
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# Patente del agente aduanal (dato aduanero, no se traduce)
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patente_aduanal: Mapped[str | None] = mapped_column(String(20), nullable=True)
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# Estado comercial: active | inactive | prospect
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status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'active'"))
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# Vendedor responsable (id de usuario Keycloak / sub)
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owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
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notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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backend/api/v1/modules/crm/accounts/routes.py
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backend/api/v1/modules/crm/accounts/routes.py
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from fastapi import APIRouter, Depends, Query, status
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from sqlalchemy.orm import Session
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from core.database import get_core_db
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from core.security import get_current_user
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from . import service
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from .dto import AccountCreate, AccountResponse, AccountUpdate
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router = APIRouter()
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@router.get("/accounts", response_model=list[AccountResponse])
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def list_accounts(
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company_id: int = Query(..., description="Company ID"),
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search: str | None = Query(None, description="Búsqueda por nombre, nombre comercial o RFC"),
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account_status: str | None = Query(None, alias="status", description="Filtrar por estado"),
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current_user: dict = Depends(get_current_user),
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db: Session = Depends(get_core_db),
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):
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tenant_id = current_user["tenant_id"]
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return service.get_accounts(db, tenant_id, company_id, search, account_status)
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@router.get("/accounts/{account_id}", response_model=AccountResponse)
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def get_account(
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account_id: int,
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company_id: int = Query(..., description="Company ID"),
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current_user: dict = Depends(get_current_user),
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db: Session = Depends(get_core_db),
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):
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tenant_id = current_user["tenant_id"]
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return service.get_account(db, account_id, tenant_id, company_id)
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@router.post("/accounts", response_model=AccountResponse, status_code=status.HTTP_201_CREATED)
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def create_account(
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payload: AccountCreate,
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company_id: int = Query(..., description="Company ID"),
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current_user: dict = Depends(get_current_user),
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db: Session = Depends(get_core_db),
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):
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tenant_id = current_user["tenant_id"]
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return service.create_account(db, payload, tenant_id, company_id)
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@router.patch("/accounts/{account_id}", response_model=AccountResponse)
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def update_account(
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account_id: int,
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payload: AccountUpdate,
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company_id: int = Query(..., description="Company ID"),
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current_user: dict = Depends(get_current_user),
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db: Session = Depends(get_core_db),
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):
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tenant_id = current_user["tenant_id"]
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return service.update_account(db, account_id, payload, tenant_id, company_id)
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@router.delete("/accounts/{account_id}", status_code=status.HTTP_204_NO_CONTENT)
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def delete_account(
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account_id: int,
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company_id: int = Query(..., description="Company ID"),
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current_user: dict = Depends(get_current_user),
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db: Session = Depends(get_core_db),
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):
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tenant_id = current_user["tenant_id"]
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service.delete_account(db, account_id, tenant_id, company_id)
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backend/api/v1/modules/crm/accounts/service.py
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backend/api/v1/modules/crm/accounts/service.py
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from datetime import datetime, timezone
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from fastapi import HTTPException, status
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from sqlalchemy.orm import Session
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from .dto import AccountCreate, AccountUpdate
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from .models import Account
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def get_accounts(
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db: Session,
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tenant_id: int,
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company_id: int,
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search: str | None = None,
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account_status: str | None = None,
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) -> list[Account]:
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query = db.query(Account).filter(
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Account.tenant_id == tenant_id,
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Account.company_id == company_id,
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Account.deleted_at.is_(None),
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)
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if search:
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pattern = f"%{search}%"
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query = query.filter(
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Account.name.ilike(pattern)
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| Account.trade_name.ilike(pattern)
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| Account.rfc.ilike(pattern)
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)
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if account_status:
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query = query.filter(Account.status == account_status)
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return query.order_by(Account.name.asc()).all()
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def get_account(db: Session, account_id: int, tenant_id: int, company_id: int) -> Account:
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account = (
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db.query(Account)
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.filter(
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Account.id == account_id,
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Account.tenant_id == tenant_id,
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Account.company_id == company_id,
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Account.deleted_at.is_(None),
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)
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.first()
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)
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if not account:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Cuenta no encontrada")
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return account
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def create_account(db: Session, payload: AccountCreate, tenant_id: int, company_id: int) -> Account:
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account = Account(**payload.model_dump(), tenant_id=tenant_id, company_id=company_id)
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db.add(account)
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db.commit()
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db.refresh(account)
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return account
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def update_account(
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db: Session, account_id: int, payload: AccountUpdate, tenant_id: int, company_id: int
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) -> Account:
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account = get_account(db, account_id, tenant_id, company_id)
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for field, value in payload.model_dump(exclude_unset=True).items():
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setattr(account, field, value)
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db.commit()
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db.refresh(account)
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return account
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def delete_account(db: Session, account_id: int, tenant_id: int, company_id: int) -> None:
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account = get_account(db, account_id, tenant_id, company_id)
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# Soft delete: conserva el histórico comercial de la cuenta
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account.deleted_at = datetime.now(timezone.utc)
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db.commit()
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