feat(crm): costo estimado por servicio adicional, folios visibles y sidebar por flujo

- Solicitud: al marcar un servicio adicional se habilita su costo estimado
  (columna JSON additional_service_costs). Al cotizar, cada servicio marcado se
  siembra como concepto de la cotización con ese costo de partida (costo=venta).
- Folios visibles: se muestran en la tarjeta de Oportunidad del kanban y se aclara
  en el formulario que el folio se asigna al guardar (las listas ya lo mostraban).
- Sidebar CRM reordenado por flujo comercial (captación → embudo → solicitud →
  cotización → catálogos de apoyo).
- Migración c2d3e4f5a6b7 aditiva y reversible. Suite backend en verde (102).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

backend/alembic/versions/c2d3e4f5a6b7_service_request_additional_service_costs.py

@@ -0,0 +1,33 @@
+"""Costo estimado por servicio adicional en la solicitud de servicio
+
+Revision ID: c2d3e4f5a6b7
+Revises: b1c2d3e4f5a6
+Create Date: 2026-08-04 00:00:00.000000
+
+Agrega crm.service_requests.additional_service_costs (JSON: {codigo_servicio: costo})
+para capturar el costo estimado de cada servicio adicional marcado; ese costo se
+usa como punto de partida al sembrar los conceptos de la cotización.
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "c2d3e4f5a6b7"
+down_revision: Union[str, None] = "b1c2d3e4f5a6"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+SCHEMA = "crm"
+
+
+def upgrade() -> None:
+    op.add_column(
+        "service_requests",
+        sa.Column("additional_service_costs", sa.JSON(), nullable=True),
+        schema=SCHEMA,
+    )
+
+
+def downgrade() -> None:
+    op.drop_column("service_requests", "additional_service_costs", schema=SCHEMA)

backend/api/v1/modules/crm/quotes/service.py

@@ -6,6 +6,7 @@ from sqlalchemy import func
 from sqlalchemy.orm import Session
 
 from ..accounts.models import Account
+from ..catalogs.models import CatalogItem
 from ..common.folios import next_folio
 from ..service_requests.models import RateRequest, ServiceRequest
 from ..suppliers.models import Supplier
@@ -150,6 +151,14 @@ def create_quotes_from_service_request(
         )
         .all()
     )
+    # Etiquetas legibles de los servicios adicionales (global + tenant) para los conceptos
+    service_labels = {
+        code: label
+        for code, label in db.query(CatalogItem.code, CatalogItem.label).filter(
+            CatalogItem.catalog == "servicio_adicional"
+        )
+    }
+    service_costs = sr.additional_service_costs or {}
 
     created: list[Quote] = []
     for variant in variants:
@@ -178,6 +187,15 @@ def create_quotes_from_service_request(
                 unit_cost=amount, unit_sale=amount, currency=rr.currency,
                 tenant_id=tenant_id, company_id=company_id,
             ))
+        # Servicios adicionales marcados en la solicitud → conceptos con su costo estimado
+        for code in (sr.additional_services or []):
+            amount = Decimal(str(service_costs.get(code) or 0))
+            db.add(QuoteItem(
+                quote_id=quote.id, concept=code[:60],
+                description=service_labels.get(code, "Servicio adicional"),
+                quantity=Decimal(1), unit_cost=amount, unit_sale=amount,
+                currency=sr.currency, tenant_id=tenant_id, company_id=company_id,
+            ))
         db.flush()
         _recompute_totals(db, quote)
         created.append(quote)

backend/api/v1/modules/crm/service_requests/dto.py

@@ -61,6 +61,7 @@ class ServiceRequestBase(BaseModel):
     volume_per_pallet: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
     # Servicios adicionales (códigos del catálogo servicio_adicional) y pago
     additional_services: list[str] | None = None
+    additional_service_costs: dict[str, float] | None = None  # {codigo: costo estimado}
     payment_method: str | None = Field(None, max_length=20)
     destination_agent_id: int | None = None
     requirements: str | None = None
@@ -146,6 +147,7 @@ class ServiceRequestUpdate(BaseModel):
     weight_per_pallet: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
     volume_per_pallet: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
     additional_services: list[str] | None = None
+    additional_service_costs: dict[str, float] | None = None
     payment_method: str | None = Field(None, max_length=20)
     destination_agent_id: int | None = None
     requirements: str | None = None

backend/api/v1/modules/crm/service_requests/models.py

@@ -101,6 +101,8 @@ class ServiceRequest(Base, TenantScopedMixin, TimestampMixin):
     volume_per_pallet: Mapped[float | None] = mapped_column(Numeric(14, 3), nullable=True)
     # Servicios adicionales (lista de códigos del catálogo servicio_adicional) y pago
     additional_services: Mapped[list | None] = mapped_column(JSON, nullable=True)
+    # Costo estimado por servicio adicional marcado: {codigo: costo}
+    additional_service_costs: Mapped[dict | None] = mapped_column(JSON, nullable=True)
     payment_method: Mapped[str | None] = mapped_column(String(20), nullable=True)
     # Notas
     client_notes: Mapped[str | None] = mapped_column(Text, nullable=True)

backend/tests/test_quotes.py

@@ -106,6 +106,25 @@ def test_quote_from_service_request_ambas_genera_dos(db):
         assert len(service.get_quote_items(db, q.id, T, C)) == 2
 
 
+def test_quote_from_service_request_seeds_additional_services(db):
+    sr = sr_service.create_service_request(
+        db,
+        ServiceRequestCreate(
+            operation_type="importacion", load_type="FCL", currency="USD",
+            additional_services=["seguro", "despacho_aduanal"],
+            additional_service_costs={"seguro": 500, "despacho_aduanal": 300},
+        ),
+        T, C,
+    )
+    quotes = service.create_quotes_from_service_request(db, sr.id, T, C)
+    items = service.get_quote_items(db, quotes[0].id, T, C)
+    costs = {i.concept: float(i.unit_cost) for i in items}
+    assert costs.get("seguro") == 500.0
+    assert costs.get("despacho_aduanal") == 300.0
+    # el costo estimado de la solicitud es el punto de partida (costo=venta)
+    assert float(quotes[0].total_sale) == 800.0
+
+
 def test_quote_from_service_request_sets_issue_date_today(db):
     sr = _sr_with_rates(db)
     quotes = service.create_quotes_from_service_request(db, sr.id, T, C)