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

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from sqlalchemy import ForeignKey, Integer, Numeric, String, Text, text
from sqlalchemy.orm import Mapped, mapped_column
from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
from core.database import Base
class Lead(Base, TenantScopedMixin, TimestampMixin):
"""Prospecto sin calificar. Al calificarse se convierte en cuenta/contacto/oportunidad."""
__tablename__ = "leads"
__table_args__ = {"schema": "crm"}
id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
name: Mapped[str] = mapped_column(String(255), nullable=False)
contact_name: Mapped[str | None] = mapped_column(String(160), nullable=True)
email: Mapped[str | None] = mapped_column(String(255), nullable=True, index=True)
phone: Mapped[str | None] = mapped_column(String(40), nullable=True)
company_name: Mapped[str | None] = mapped_column(String(255), nullable=True)
# Origen: web | referido | evento | llamada | email | otro
source: Mapped[str | None] = mapped_column(String(60), nullable=True)
# Estado: new | contacted | qualified | unqualified | converted
status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'new'"), index=True)
estimated_value: Mapped[float | None] = mapped_column(Numeric(14, 2), nullable=True)
owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
converted_account_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("crm.accounts.id"), nullable=True
)
converted_contact_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("crm.contacts.id"), nullable=True
)
converted_opportunity_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("crm.opportunities.id"), nullable=True
)
notes: Mapped[str | None] = mapped_column(Text, nullable=True)