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
2026-07-14 09:32:05 -06:00
parent c3d0eedc8d
commit 088a8fc4df
47 changed files with 2647 additions and 0 deletions

View File

@@ -0,0 +1,98 @@
from datetime import datetime, timezone
from fastapi import HTTPException, status
from sqlalchemy.orm import Session
from ..accounts.models import Account
from .dto import ContactCreate, ContactUpdate
from .models import Contact
def _validate_account(db: Session, account_id: int | None, tenant_id: int, company_id: int) -> None:
"""Verifica que la cuenta referenciada exista dentro del tenant/company."""
if account_id is None:
return
exists = (
db.query(Account.id)
.filter(
Account.id == account_id,
Account.tenant_id == tenant_id,
Account.company_id == company_id,
Account.deleted_at.is_(None),
)
.first()
)
if not exists:
raise HTTPException(
status_code=status.HTTP_422_UNPROCESSABLE_ENTITY,
detail="La cuenta asociada no existe",
)
def get_contacts(
db: Session,
tenant_id: int,
company_id: int,
search: str | None = None,
account_id: int | None = None,
) -> list[Contact]:
query = db.query(Contact).filter(
Contact.tenant_id == tenant_id,
Contact.company_id == company_id,
Contact.deleted_at.is_(None),
)
if account_id is not None:
query = query.filter(Contact.account_id == account_id)
if search:
pattern = f"%{search}%"
query = query.filter(
Contact.first_name.ilike(pattern)
| Contact.last_name.ilike(pattern)
| Contact.email.ilike(pattern)
)
return query.order_by(Contact.first_name.asc()).all()
def get_contact(db: Session, contact_id: int, tenant_id: int, company_id: int) -> Contact:
contact = (
db.query(Contact)
.filter(
Contact.id == contact_id,
Contact.tenant_id == tenant_id,
Contact.company_id == company_id,
Contact.deleted_at.is_(None),
)
.first()
)
if not contact:
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Contacto no encontrado")
return contact
def create_contact(db: Session, payload: ContactCreate, tenant_id: int, company_id: int) -> Contact:
_validate_account(db, payload.account_id, tenant_id, company_id)
contact = Contact(**payload.model_dump(), tenant_id=tenant_id, company_id=company_id)
db.add(contact)
db.commit()
db.refresh(contact)
return contact
def update_contact(
db: Session, contact_id: int, payload: ContactUpdate, tenant_id: int, company_id: int
) -> Contact:
contact = get_contact(db, contact_id, tenant_id, company_id)
data = payload.model_dump(exclude_unset=True)
if "account_id" in data:
_validate_account(db, data["account_id"], tenant_id, company_id)
for field, value in data.items():
setattr(contact, field, value)
db.commit()
db.refresh(contact)
return contact
def delete_contact(db: Session, contact_id: int, tenant_id: int, company_id: int) -> None:
contact = get_contact(db, contact_id, tenant_id, company_id)
contact.deleted_at = datetime.now(timezone.utc)
db.commit()