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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98
backend/api/v1/modules/crm/contacts/service.py
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98
backend/api/v1/modules/crm/contacts/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 .dto import ContactCreate, ContactUpdate
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from .models import Contact
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def _validate_account(db: Session, account_id: int | None, tenant_id: int, company_id: int) -> None:
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"""Verifica que la cuenta referenciada exista dentro del tenant/company."""
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if account_id is None:
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return
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exists = (
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db.query(Account.id)
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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 exists:
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raise HTTPException(
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status_code=status.HTTP_422_UNPROCESSABLE_ENTITY,
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detail="La cuenta asociada no existe",
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)
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def get_contacts(
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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_id: int | None = None,
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) -> list[Contact]:
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query = db.query(Contact).filter(
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Contact.tenant_id == tenant_id,
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Contact.company_id == company_id,
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Contact.deleted_at.is_(None),
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)
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if account_id is not None:
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query = query.filter(Contact.account_id == account_id)
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if search:
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pattern = f"%{search}%"
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query = query.filter(
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Contact.first_name.ilike(pattern)
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| Contact.last_name.ilike(pattern)
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| Contact.email.ilike(pattern)
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)
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return query.order_by(Contact.first_name.asc()).all()
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def get_contact(db: Session, contact_id: int, tenant_id: int, company_id: int) -> Contact:
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contact = (
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db.query(Contact)
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.filter(
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Contact.id == contact_id,
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Contact.tenant_id == tenant_id,
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Contact.company_id == company_id,
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Contact.deleted_at.is_(None),
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)
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.first()
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)
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if not contact:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Contacto no encontrado")
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return contact
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def create_contact(db: Session, payload: ContactCreate, tenant_id: int, company_id: int) -> Contact:
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_validate_account(db, payload.account_id, tenant_id, company_id)
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contact = Contact(**payload.model_dump(), tenant_id=tenant_id, company_id=company_id)
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db.add(contact)
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db.commit()
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db.refresh(contact)
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return contact
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def update_contact(
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db: Session, contact_id: int, payload: ContactUpdate, tenant_id: int, company_id: int
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) -> Contact:
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contact = get_contact(db, contact_id, tenant_id, company_id)
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data = payload.model_dump(exclude_unset=True)
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if "account_id" in data:
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_validate_account(db, data["account_id"], tenant_id, company_id)
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for field, value in data.items():
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setattr(contact, field, value)
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db.commit()
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db.refresh(contact)
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return contact
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def delete_contact(db: Session, contact_id: int, tenant_id: int, company_id: int) -> None:
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contact = get_contact(db, contact_id, tenant_id, company_id)
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contact.deleted_at = datetime.now(timezone.utc)
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db.commit()
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