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
0
backend/api/v1/modules/crm/pipelines/__init__.py
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0
backend/api/v1/modules/crm/pipelines/__init__.py
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58
backend/api/v1/modules/crm/pipelines/dto.py
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backend/api/v1/modules/crm/pipelines/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 PipelineCreate(BaseModel):
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name: str = Field(..., min_length=1, max_length=120)
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is_default: bool = False
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class PipelineUpdate(BaseModel):
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name: str | None = Field(None, min_length=1, max_length=120)
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is_default: bool | None = None
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class PipelineResponse(BaseModel):
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model_config = ConfigDict(from_attributes=True)
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id: int
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name: str
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is_default: bool
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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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class StageCreate(BaseModel):
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pipeline_id: int
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name: str = Field(..., min_length=1, max_length=120)
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position: int = Field(0, ge=0)
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probability: int = Field(0, ge=0, le=100)
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is_won: bool = False
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is_lost: bool = False
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class StageUpdate(BaseModel):
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name: str | None = Field(None, min_length=1, max_length=120)
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position: int | None = Field(None, ge=0)
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probability: int | None = Field(None, ge=0, le=100)
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is_won: bool | None = None
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is_lost: bool | None = None
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class StageResponse(BaseModel):
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model_config = ConfigDict(from_attributes=True)
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id: int
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pipeline_id: int
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name: str
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position: int
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probability: int
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is_won: bool
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is_lost: bool
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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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36
backend/api/v1/modules/crm/pipelines/models.py
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backend/api/v1/modules/crm/pipelines/models.py
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from sqlalchemy import Boolean, ForeignKey, Integer, String, 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 Pipeline(Base, TenantScopedMixin, TimestampMixin):
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"""Embudo de ventas. Cada company puede tener varios embudos."""
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__tablename__ = "pipelines"
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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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name: Mapped[str] = mapped_column(String(120), nullable=False)
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is_default: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))
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class PipelineStage(Base, TenantScopedMixin, TimestampMixin):
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"""Etapa de un embudo (columna del Kanban)."""
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__tablename__ = "pipeline_stages"
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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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pipeline_id: Mapped[int] = mapped_column(
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Integer, ForeignKey("crm.pipelines.id"), nullable=False, index=True
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)
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name: Mapped[str] = mapped_column(String(120), nullable=False)
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# Posición de la columna en el Kanban (0..n)
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position: Mapped[int] = mapped_column(Integer, nullable=False, server_default=text("0"))
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# Probabilidad de cierre asociada a la etapa (0-100)
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probability: Mapped[int] = mapped_column(Integer, nullable=False, server_default=text("0"))
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# Etapas terminales: ganada / perdida
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is_won: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))
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is_lost: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))
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110
backend/api/v1/modules/crm/pipelines/routes.py
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backend/api/v1/modules/crm/pipelines/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 (
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PipelineCreate,
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PipelineResponse,
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PipelineUpdate,
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StageCreate,
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StageResponse,
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StageUpdate,
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)
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router = APIRouter()
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# ----- Pipelines -----
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@router.get("/pipelines", response_model=list[PipelineResponse])
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def list_pipelines(
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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_pipelines(db, tenant_id, company_id)
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@router.post("/pipelines", response_model=PipelineResponse, status_code=status.HTTP_201_CREATED)
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def create_pipeline(
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payload: PipelineCreate,
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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_pipeline(db, payload, tenant_id, company_id)
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@router.patch("/pipelines/{pipeline_id}", response_model=PipelineResponse)
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def update_pipeline(
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pipeline_id: int,
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payload: PipelineUpdate,
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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_pipeline(db, pipeline_id, payload, tenant_id, company_id)
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@router.delete("/pipelines/{pipeline_id}", status_code=status.HTTP_204_NO_CONTENT)
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def delete_pipeline(
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pipeline_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_pipeline(db, pipeline_id, tenant_id, company_id)
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# ----- Stages -----
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@router.get("/stages", response_model=list[StageResponse])
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def list_stages(
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company_id: int = Query(..., description="Company ID"),
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pipeline_id: int | None = Query(None, description="Filtrar por embudo"),
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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_stages(db, tenant_id, company_id, pipeline_id)
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@router.post("/stages", response_model=StageResponse, status_code=status.HTTP_201_CREATED)
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def create_stage(
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payload: StageCreate,
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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_stage(db, payload, tenant_id, company_id)
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@router.patch("/stages/{stage_id}", response_model=StageResponse)
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def update_stage(
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stage_id: int,
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payload: StageUpdate,
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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_stage(db, stage_id, payload, tenant_id, company_id)
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@router.delete("/stages/{stage_id}", status_code=status.HTTP_204_NO_CONTENT)
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def delete_stage(
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stage_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_stage(db, stage_id, tenant_id, company_id)
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133
backend/api/v1/modules/crm/pipelines/service.py
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backend/api/v1/modules/crm/pipelines/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 .dto import PipelineCreate, PipelineUpdate, StageCreate, StageUpdate
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from .models import Pipeline, PipelineStage
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# ----- Pipelines -----
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def get_pipelines(db: Session, tenant_id: int, company_id: int) -> list[Pipeline]:
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return (
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db.query(Pipeline)
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.filter(
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Pipeline.tenant_id == tenant_id,
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Pipeline.company_id == company_id,
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Pipeline.deleted_at.is_(None),
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)
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.order_by(Pipeline.is_default.desc(), Pipeline.name.asc())
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.all()
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)
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def get_pipeline(db: Session, pipeline_id: int, tenant_id: int, company_id: int) -> Pipeline:
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pipeline = (
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db.query(Pipeline)
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.filter(
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Pipeline.id == pipeline_id,
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Pipeline.tenant_id == tenant_id,
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Pipeline.company_id == company_id,
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Pipeline.deleted_at.is_(None),
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)
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.first()
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)
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if not pipeline:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Embudo no encontrado")
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return pipeline
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def _clear_default(db: Session, tenant_id: int, company_id: int) -> None:
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"""Solo un embudo puede ser el predeterminado por company."""
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db.query(Pipeline).filter(
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Pipeline.tenant_id == tenant_id,
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Pipeline.company_id == company_id,
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Pipeline.is_default.is_(True),
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).update({Pipeline.is_default: False})
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def create_pipeline(db: Session, payload: PipelineCreate, tenant_id: int, company_id: int) -> Pipeline:
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if payload.is_default:
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_clear_default(db, tenant_id, company_id)
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pipeline = Pipeline(**payload.model_dump(), tenant_id=tenant_id, company_id=company_id)
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db.add(pipeline)
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db.commit()
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db.refresh(pipeline)
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return pipeline
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def update_pipeline(
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db: Session, pipeline_id: int, payload: PipelineUpdate, tenant_id: int, company_id: int
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) -> Pipeline:
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pipeline = get_pipeline(db, pipeline_id, tenant_id, company_id)
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data = payload.model_dump(exclude_unset=True)
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if data.get("is_default"):
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_clear_default(db, tenant_id, company_id)
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for field, value in data.items():
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setattr(pipeline, field, value)
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db.commit()
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db.refresh(pipeline)
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return pipeline
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def delete_pipeline(db: Session, pipeline_id: int, tenant_id: int, company_id: int) -> None:
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pipeline = get_pipeline(db, pipeline_id, tenant_id, company_id)
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pipeline.deleted_at = datetime.now(timezone.utc)
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db.commit()
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# ----- Stages -----
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def get_stages(db: Session, tenant_id: int, company_id: int, pipeline_id: int | None = None) -> list[PipelineStage]:
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query = db.query(PipelineStage).filter(
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PipelineStage.tenant_id == tenant_id,
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PipelineStage.company_id == company_id,
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PipelineStage.deleted_at.is_(None),
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)
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if pipeline_id is not None:
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query = query.filter(PipelineStage.pipeline_id == pipeline_id)
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return query.order_by(PipelineStage.position.asc()).all()
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def get_stage(db: Session, stage_id: int, tenant_id: int, company_id: int) -> PipelineStage:
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stage = (
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db.query(PipelineStage)
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.filter(
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PipelineStage.id == stage_id,
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PipelineStage.tenant_id == tenant_id,
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PipelineStage.company_id == company_id,
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PipelineStage.deleted_at.is_(None),
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)
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.first()
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)
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if not stage:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Etapa no encontrada")
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return stage
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def create_stage(db: Session, payload: StageCreate, tenant_id: int, company_id: int) -> PipelineStage:
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# La etapa debe pertenecer a un embudo del mismo tenant/company
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get_pipeline(db, payload.pipeline_id, tenant_id, company_id)
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stage = PipelineStage(**payload.model_dump(), tenant_id=tenant_id, company_id=company_id)
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db.add(stage)
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db.commit()
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db.refresh(stage)
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return stage
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def update_stage(
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db: Session, stage_id: int, payload: StageUpdate, tenant_id: int, company_id: int
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) -> PipelineStage:
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stage = get_stage(db, stage_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(stage, field, value)
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db.commit()
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db.refresh(stage)
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return stage
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def delete_stage(db: Session, stage_id: int, tenant_id: int, company_id: int) -> None:
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stage = get_stage(db, stage_id, tenant_id, company_id)
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stage.deleted_at = datetime.now(timezone.utc)
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db.commit()
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