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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Aduanasoft
155
backend/api/v1/modules/crm/leads/service.py
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155
backend/api/v1/modules/crm/leads/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 ..opportunities.models import Opportunity
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from .dto import LeadConvert, LeadCreate, LeadUpdate
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from .models import Lead
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def get_leads(
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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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lead_status: str | None = None,
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) -> list[Lead]:
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query = db.query(Lead).filter(
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Lead.tenant_id == tenant_id,
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Lead.company_id == company_id,
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Lead.deleted_at.is_(None),
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)
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if lead_status:
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query = query.filter(Lead.status == lead_status)
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if search:
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pattern = f"%{search}%"
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query = query.filter(
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Lead.name.ilike(pattern)
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| Lead.company_name.ilike(pattern)
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| Lead.email.ilike(pattern)
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)
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return query.order_by(Lead.created_at.desc()).all()
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def get_lead(db: Session, lead_id: int, tenant_id: int, company_id: int) -> Lead:
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lead = (
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db.query(Lead)
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.filter(
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Lead.id == lead_id,
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Lead.tenant_id == tenant_id,
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Lead.company_id == company_id,
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Lead.deleted_at.is_(None),
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)
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.first()
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)
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if not lead:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Prospecto no encontrado")
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return lead
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def create_lead(db: Session, payload: LeadCreate, tenant_id: int, company_id: int) -> Lead:
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lead = Lead(**payload.model_dump(), tenant_id=tenant_id, company_id=company_id)
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db.add(lead)
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db.commit()
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db.refresh(lead)
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return lead
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def update_lead(db: Session, lead_id: int, payload: LeadUpdate, tenant_id: int, company_id: int) -> Lead:
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lead = get_lead(db, lead_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(lead, field, value)
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db.commit()
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db.refresh(lead)
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return lead
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def delete_lead(db: Session, lead_id: int, tenant_id: int, company_id: int) -> None:
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lead = get_lead(db, lead_id, tenant_id, company_id)
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lead.deleted_at = datetime.now(timezone.utc)
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db.commit()
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def convert_lead(
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db: Session, lead_id: int, payload: LeadConvert, tenant_id: int, company_id: int
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) -> dict:
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"""Convierte un prospecto en cuenta (+ contacto y oportunidad opcionales).
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Es idempotente: si el prospecto ya fue convertido, retorna las referencias existentes.
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"""
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lead = get_lead(db, lead_id, tenant_id, company_id)
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if lead.status == "converted" and lead.converted_account_id:
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return {
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"lead": lead,
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"account_id": lead.converted_account_id,
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"contact_id": lead.converted_contact_id,
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"opportunity_id": lead.converted_opportunity_id,
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}
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# 1. Cuenta a partir de la empresa (o nombre) del prospecto
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account = Account(
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name=lead.company_name or lead.name,
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email=lead.email,
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phone=lead.phone,
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status="active",
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owner_user_id=lead.owner_user_id,
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tenant_id=tenant_id,
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company_id=company_id,
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)
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db.add(account)
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db.flush() # necesitamos el id de la cuenta para enlazar contacto/oportunidad
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# 2. Contacto (si el prospecto trae nombre de contacto)
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contact = None
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if lead.contact_name:
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parts = lead.contact_name.split(" ", 1)
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contact = Contact(
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account_id=account.id,
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first_name=parts[0],
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last_name=parts[1] if len(parts) > 1 else None,
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email=lead.email,
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phone=lead.phone,
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is_primary=True,
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owner_user_id=lead.owner_user_id,
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tenant_id=tenant_id,
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company_id=company_id,
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)
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db.add(contact)
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db.flush()
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# 3. Oportunidad (opcional)
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opportunity = None
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if payload.create_opportunity:
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opportunity = Opportunity(
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name=payload.opportunity_name or lead.name,
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account_id=account.id,
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contact_id=contact.id if contact else None,
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pipeline_id=payload.pipeline_id,
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stage_id=payload.stage_id,
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amount=payload.amount if payload.amount is not None else lead.estimated_value,
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source=lead.source,
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status="open",
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owner_user_id=lead.owner_user_id,
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tenant_id=tenant_id,
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company_id=company_id,
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)
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db.add(opportunity)
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db.flush()
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# 4. Marcar el prospecto como convertido y enlazar
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lead.status = "converted"
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lead.converted_account_id = account.id
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lead.converted_contact_id = contact.id if contact else None
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lead.converted_opportunity_id = opportunity.id if opportunity else None
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db.commit()
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db.refresh(lead)
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return {
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"lead": lead,
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"account_id": account.id,
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"contact_id": contact.id if contact else None,
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"opportunity_id": opportunity.id if opportunity else None,
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}
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