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:
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backend/api/v1/modules/crm/activities/__init__.py
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backend/api/v1/modules/crm/activities/__init__.py
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backend/api/v1/modules/crm/activities/dto.py
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backend/api/v1/modules/crm/activities/dto.py
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from datetime import datetime
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from pydantic import BaseModel, ConfigDict, Field
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class ActivityCreate(BaseModel):
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activity_type: str = Field(..., max_length=20)
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subject: str = Field(..., min_length=1, max_length=255)
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description: str | None = None
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status: str = Field("pending", max_length=20)
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due_date: datetime | None = None
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account_id: int | None = None
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contact_id: int | None = None
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lead_id: int | None = None
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opportunity_id: int | None = None
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owner_user_id: str | None = Field(None, max_length=64)
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class ActivityUpdate(BaseModel):
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activity_type: str | None = Field(None, max_length=20)
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subject: str | None = Field(None, min_length=1, max_length=255)
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description: str | None = None
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status: str | None = Field(None, max_length=20)
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due_date: datetime | None = None
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completed_at: datetime | None = None
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account_id: int | None = None
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contact_id: int | None = None
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lead_id: int | None = None
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opportunity_id: int | None = None
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owner_user_id: str | None = Field(None, max_length=64)
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class ActivityResponse(BaseModel):
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model_config = ConfigDict(from_attributes=True)
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id: int
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activity_type: str
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subject: str
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description: str | None
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status: str
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due_date: datetime | None
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completed_at: datetime | None
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account_id: int | None
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contact_id: int | None
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lead_id: int | None
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opportunity_id: int | None
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owner_user_id: 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/activities/models.py
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backend/api/v1/modules/crm/activities/models.py
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from datetime import datetime
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from sqlalchemy import DateTime, ForeignKey, 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 Activity(Base, TenantScopedMixin, TimestampMixin):
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"""Actividad CRM: llamada, reunión, tarea, correo o nota.
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Puede enlazarse a cualquier entidad del CRM mediante las FK opcionales.
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"""
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__tablename__ = "activities"
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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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# Tipo: call | meeting | task | email | note
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activity_type: Mapped[str] = mapped_column(String(20), nullable=False)
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subject: Mapped[str] = mapped_column(String(255), nullable=False)
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description: Mapped[str | None] = mapped_column(Text, nullable=True)
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# Estado: pending | completed | canceled
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status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'pending'"), index=True)
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due_date: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
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completed_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
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account_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("crm.accounts.id"), nullable=True, index=True
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)
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contact_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("crm.contacts.id"), nullable=True, index=True
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)
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lead_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("crm.leads.id"), nullable=True, index=True
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)
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opportunity_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("crm.opportunities.id"), nullable=True, index=True
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)
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owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
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backend/api/v1/modules/crm/activities/routes.py
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backend/api/v1/modules/crm/activities/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 ActivityCreate, ActivityResponse, ActivityUpdate
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router = APIRouter()
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@router.get("/activities", response_model=list[ActivityResponse])
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def list_activities(
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company_id: int = Query(..., description="Company ID"),
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activity_type: str | None = Query(None, description="Filtrar por tipo"),
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activity_status: str | None = Query(None, alias="status", description="Filtrar por estado"),
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account_id: int | None = Query(None),
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contact_id: int | None = Query(None),
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lead_id: int | None = Query(None),
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opportunity_id: int | None = Query(None),
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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_activities(
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db, tenant_id, company_id, activity_type, activity_status,
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account_id, contact_id, lead_id, opportunity_id,
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)
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@router.get("/activities/{activity_id}", response_model=ActivityResponse)
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def get_activity(
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activity_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_activity(db, activity_id, tenant_id, company_id)
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@router.post("/activities", response_model=ActivityResponse, status_code=status.HTTP_201_CREATED)
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def create_activity(
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payload: ActivityCreate,
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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_activity(db, payload, tenant_id, company_id)
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@router.patch("/activities/{activity_id}", response_model=ActivityResponse)
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def update_activity(
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activity_id: int,
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payload: ActivityUpdate,
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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_activity(db, activity_id, payload, tenant_id, company_id)
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@router.patch("/activities/{activity_id}/complete", response_model=ActivityResponse)
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def complete_activity(
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activity_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.complete_activity(db, activity_id, tenant_id, company_id)
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@router.delete("/activities/{activity_id}", status_code=status.HTTP_204_NO_CONTENT)
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def delete_activity(
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activity_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_activity(db, activity_id, tenant_id, company_id)
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134
backend/api/v1/modules/crm/activities/service.py
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backend/api/v1/modules/crm/activities/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 ..accounts.models import Account
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from ..contacts.models import Contact
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from ..leads.models import Lead
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from ..opportunities.models import Opportunity
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from .dto import ActivityCreate, ActivityUpdate
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from .models import Activity
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_ALLOWED_TYPES = {"call", "meeting", "task", "email", "note"}
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def _validate_refs(db: Session, data: dict, tenant_id: int, company_id: int) -> None:
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"""Valida las entidades relacionadas opcionales dentro del tenant/company."""
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def scope(model, _id):
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return (
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db.query(model.id)
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.filter(
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model.id == _id,
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model.tenant_id == tenant_id,
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model.company_id == company_id,
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model.deleted_at.is_(None),
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)
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.first()
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)
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checks = [
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("account_id", Account, "La cuenta asociada no existe"),
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("contact_id", Contact, "El contacto asociado no existe"),
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("lead_id", Lead, "El prospecto asociado no existe"),
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("opportunity_id", Opportunity, "La oportunidad asociada no existe"),
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]
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for field, model, message in checks:
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value = data.get(field)
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if value is not None and not scope(model, value):
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raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail=message)
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def get_activities(
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db: Session,
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tenant_id: int,
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company_id: int,
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activity_type: str | None = None,
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activity_status: str | None = None,
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account_id: int | None = None,
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contact_id: int | None = None,
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lead_id: int | None = None,
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opportunity_id: int | None = None,
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) -> list[Activity]:
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query = db.query(Activity).filter(
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Activity.tenant_id == tenant_id,
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Activity.company_id == company_id,
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Activity.deleted_at.is_(None),
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)
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if activity_type:
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query = query.filter(Activity.activity_type == activity_type)
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if activity_status:
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query = query.filter(Activity.status == activity_status)
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if account_id is not None:
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query = query.filter(Activity.account_id == account_id)
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if contact_id is not None:
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query = query.filter(Activity.contact_id == contact_id)
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if lead_id is not None:
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query = query.filter(Activity.lead_id == lead_id)
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if opportunity_id is not None:
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query = query.filter(Activity.opportunity_id == opportunity_id)
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return query.order_by(Activity.due_date.asc().nullslast(), Activity.created_at.desc()).all()
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def get_activity(db: Session, activity_id: int, tenant_id: int, company_id: int) -> Activity:
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activity = (
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db.query(Activity)
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.filter(
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Activity.id == activity_id,
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Activity.tenant_id == tenant_id,
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Activity.company_id == company_id,
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Activity.deleted_at.is_(None),
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)
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.first()
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)
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if not activity:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Actividad no encontrada")
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return activity
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def create_activity(db: Session, payload: ActivityCreate, tenant_id: int, company_id: int) -> Activity:
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if payload.activity_type not in _ALLOWED_TYPES:
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raise HTTPException(
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status_code=status.HTTP_422_UNPROCESSABLE_ENTITY,
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detail="Tipo de actividad inválido",
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)
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data = payload.model_dump()
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_validate_refs(db, data, tenant_id, company_id)
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activity = Activity(**data, tenant_id=tenant_id, company_id=company_id)
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db.add(activity)
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db.commit()
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db.refresh(activity)
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return activity
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def update_activity(
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db: Session, activity_id: int, payload: ActivityUpdate, tenant_id: int, company_id: int
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) -> Activity:
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activity = get_activity(db, activity_id, tenant_id, company_id)
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data = payload.model_dump(exclude_unset=True)
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if data.get("activity_type") and data["activity_type"] not in _ALLOWED_TYPES:
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raise HTTPException(
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status_code=status.HTTP_422_UNPROCESSABLE_ENTITY,
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detail="Tipo de actividad inválido",
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)
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_validate_refs(db, data, tenant_id, company_id)
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for field, value in data.items():
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setattr(activity, field, value)
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db.commit()
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db.refresh(activity)
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return activity
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def complete_activity(db: Session, activity_id: int, tenant_id: int, company_id: int) -> Activity:
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activity = get_activity(db, activity_id, tenant_id, company_id)
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activity.status = "completed"
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activity.completed_at = datetime.now(timezone.utc)
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db.commit()
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db.refresh(activity)
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return activity
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def delete_activity(db: Session, activity_id: int, tenant_id: int, company_id: int) -> None:
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activity = get_activity(db, activity_id, tenant_id, company_id)
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activity.deleted_at = datetime.now(timezone.utc)
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db.commit()
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