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>
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@@ -34,6 +34,18 @@
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return [c.first_name, c.last_name].filter(Boolean).join(' ');
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}
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// Costo estimado por servicio adicional (se traspasa a la cotización)
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function serviceCost(code: string): number | undefined {
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return form.additional_service_costs?.[code];
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}
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function setServiceCost(code: string, value: string) {
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const map = { ...(form.additional_service_costs ?? {}) };
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const n = value === '' ? NaN : Number(value);
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if (Number.isNaN(n)) delete map[code];
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else map[code] = n;
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form.additional_service_costs = map;
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}
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onMount(() => {
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void crmCatalogs.preload([
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'pais', 'moneda', 'prioridad', 'tipo_mercancia', 'unidad_medida',
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@@ -41,12 +53,13 @@
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'puerto', 'aeropuerto'
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]);
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if (!form.additional_services) form.additional_services = [];
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if (!form.additional_service_costs) form.additional_service_costs = {};
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});
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</script>
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{#if tab === 'datos'}
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<div class="grid gap-4 sm:grid-cols-2">
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<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Folio</span><input class="{inputCls} bg-muted/40" bind:value={form.reference} readonly placeholder="Se genera automáticamente" /></label>
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<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Folio</span><input class="{inputCls} bg-muted/40" bind:value={form.reference} readonly placeholder="Se asigna automáticamente al guardar (ej. S2026-08-001-E)" /></label>
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<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Tipo de operación *</span><select class={inputCls} bind:value={form.operation_type}>{#each OPERATION_TYPES as o (o.value)}<option value={o.value}>{o.label}</option>{/each}</select></label>
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<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Cliente</span><select class={inputCls} bind:value={form.account_id}><option value={undefined}>—</option>{#each accounts as a (a.id)}<option value={a.id}>{a.name}</option>{/each}</select></label>
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<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Contacto</span><select class={inputCls} bind:value={form.contact_id}><option value={undefined}>—</option>{#each clientContacts as c (c.id)}<option value={c.id}>{contactName(c)}</option>{/each}</select></label>
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@@ -139,13 +152,23 @@
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</div>
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{/if}
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{:else if tab === 'servicios'}
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<p class="mb-2 text-sm font-medium">Servicios adicionales</p>
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<div class="grid grid-cols-2 gap-2 sm:grid-cols-3">
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<p class="mb-1 text-sm font-medium">Servicios adicionales</p>
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<p class="mb-3 text-xs text-muted-foreground">Marca los servicios requeridos e indica su costo estimado (opcional). Al cotizar, cada servicio marcado se agrega como concepto de la cotización con ese costo de partida.</p>
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<div class="space-y-2">
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{#each crmCatalogs.options('servicio_adicional') as s (s.value)}
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<label class="flex items-center gap-2 text-sm"><input type="checkbox" class="h-4 w-4 rounded border" value={s.value} bind:group={form.additional_services} /><span>{s.label}</span></label>
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{@const checked = (form.additional_services ?? []).includes(s.value)}
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<div class="flex flex-wrap items-center gap-3">
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<label class="flex w-60 items-center gap-2 text-sm"><input type="checkbox" class="h-4 w-4 rounded border" value={s.value} bind:group={form.additional_services} /><span>{s.label}</span></label>
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{#if checked}
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<div class="flex items-center gap-1">
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<input type="number" min="0" step="0.01" class="{inputCls} w-40" placeholder="Costo estimado" value={serviceCost(s.value) ?? ''} oninput={(e) => setServiceCost(s.value, e.currentTarget.value)} />
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<span class="text-xs text-muted-foreground">{form.currency ?? ''}</span>
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</div>
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{/if}
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</div>
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{/each}
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</div>
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<label class="mt-4 flex max-w-md flex-col gap-1 text-sm"><span class="font-medium">Forma de pago</span><select class={inputCls} bind:value={form.payment_method}><option value={undefined}>—</option>{#each crmCatalogs.options('forma_pago') as f (f.value)}<option value={f.value}>{f.value} — {f.label}</option>{/each}</select></label>
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<label class="mt-5 flex max-w-md flex-col gap-1 text-sm"><span class="font-medium">Forma de pago</span><select class={inputCls} bind:value={form.payment_method}><option value={undefined}>—</option>{#each crmCatalogs.options('forma_pago') as f (f.value)}<option value={f.value}>{f.value} — {f.label}</option>{/each}</select></label>
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{:else if tab === 'notas'}
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<div class="grid gap-4 sm:grid-cols-2">
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<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Notas del cliente</span><textarea rows="4" class={inputCls} bind:value={form.client_notes}></textarea></label>
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