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)

frontend/src/lib/api/crm/commercial.ts

@@ -59,6 +59,7 @@ export interface ServiceRequest {
 	weight_per_pallet: number | null;
 	volume_per_pallet: number | null;
 	additional_services: string[] | null;
+	additional_service_costs: Record<string, number> | null;
 	payment_method: string | null;
 	destination_agent_id: number | null;
 	requirements: string | null;

frontend/src/lib/components/crm/ServiceRequestFields.svelte

@@ -34,6 +34,18 @@
 		return [c.first_name, c.last_name].filter(Boolean).join(' ');
 	}
 
+	// Costo estimado por servicio adicional (se traspasa a la cotización)
+	function serviceCost(code: string): number | undefined {
+		return form.additional_service_costs?.[code];
+	}
+	function setServiceCost(code: string, value: string) {
+		const map = { ...(form.additional_service_costs ?? {}) };
+		const n = value === '' ? NaN : Number(value);
+		if (Number.isNaN(n)) delete map[code];
+		else map[code] = n;
+		form.additional_service_costs = map;
+	}
+
 	onMount(() => {
 		void crmCatalogs.preload([
 			'pais', 'moneda', 'prioridad', 'tipo_mercancia', 'unidad_medida',
@@ -41,12 +53,13 @@
 			'puerto', 'aeropuerto'
 		]);
 		if (!form.additional_services) form.additional_services = [];
+		if (!form.additional_service_costs) form.additional_service_costs = {};
 	});
 </script>
 
 {#if tab === 'datos'}
 	<div class="grid gap-4 sm:grid-cols-2">
-		<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>
+		<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>
 		<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>
 		<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>
 		<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>
@@ -139,13 +152,23 @@
 		</div>
 	{/if}
 {:else if tab === 'servicios'}
-	<p class="mb-2 text-sm font-medium">Servicios adicionales</p>
-	<div class="grid grid-cols-2 gap-2 sm:grid-cols-3">
+	<p class="mb-1 text-sm font-medium">Servicios adicionales</p>
+	<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>
+	<div class="space-y-2">
 		{#each crmCatalogs.options('servicio_adicional') as s (s.value)}
-			<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>
+			{@const checked = (form.additional_services ?? []).includes(s.value)}
+			<div class="flex flex-wrap items-center gap-3">
+				<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>
+				{#if checked}
+					<div class="flex items-center gap-1">
+						<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)} />
+						<span class="text-xs text-muted-foreground">{form.currency ?? ''}</span>
+					</div>
+				{/if}
+			</div>
 		{/each}
 	</div>
-	<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>
+	<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>
 {:else if tab === 'notas'}
 	<div class="grid gap-4 sm:grid-cols-2">
 		<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>

frontend/src/lib/components/sidebar/modules.ts

@@ -42,17 +42,18 @@ export function getNavMain(): NavMainItem[] {
 			title: 'CRM',
 			url: '/dashboard/crm',
 			icon: Briefcase,
+			// Orden por flujo comercial: captación → embudo → solicitud → cotización → apoyo
 			items: [
 				{ title: 'Panel', url: '/dashboard/crm' },
 				{ title: 'Clientes / Prospectos', url: '/dashboard/crm/cuentas' },
-				{ title: 'Proveedores', url: '/dashboard/crm/proveedores' },
 				{ title: 'Contactos', url: '/dashboard/crm/contactos' },
+				{ title: 'Prospectos (embudo)', url: '/dashboard/crm/prospectos' },
+				{ title: 'Oportunidades', url: '/dashboard/crm/oportunidades' },
 				{ title: 'Solicitudes', url: '/dashboard/crm/solicitudes' },
 				{ title: 'Cotizaciones', url: '/dashboard/crm/cotizaciones' },
 				{ title: 'Tarifarios', url: '/dashboard/crm/tarifarios' },
 				{ title: 'Cotizador', url: '/dashboard/crm/cotizador' },
-				{ title: 'Prospectos (embudo)', url: '/dashboard/crm/prospectos' },
-				{ title: 'Oportunidades', url: '/dashboard/crm/oportunidades' },
+				{ title: 'Proveedores', url: '/dashboard/crm/proveedores' },
 				{ title: 'Actividades', url: '/dashboard/crm/actividades' },
 				{ title: 'Catálogos', url: '/dashboard/crm/catalogos' },
 			],

frontend/src/routes/dashboard/crm/oportunidades/+page.svelte

@@ -276,6 +276,9 @@
 								ondragstart={(e) => onDragStart(e, opp.id)}
 							>
 								<p class="text-sm font-medium">{opp.name}</p>
+								{#if opp.reference}
+									<p class="font-mono text-[11px] text-muted-foreground">{opp.reference}</p>
+								{/if}
 								{#if accountName(opp.account_id)}
 									<p class="text-xs text-muted-foreground">{accountName(opp.account_id)}</p>
 								{/if}

frontend/src/routes/dashboard/crm/solicitudes/[id]/+page.svelte

@@ -54,7 +54,7 @@
 				contactsAPI.list(cid),
 				rateRequestsAPI.list(cid, id)
 			]);
-			form = { ...sr, additional_services: sr.additional_services ?? [] };
+			form = { ...sr, additional_services: sr.additional_services ?? [], additional_service_costs: sr.additional_service_costs ?? {} };
 		} catch (e) {
 			toast.error(e instanceof Error ? e.message : 'No se pudo cargar la solicitud');
 		} finally {
@@ -67,7 +67,7 @@
 		saving = true;
 		try {
 			sr = await serviceRequestsAPI.update(sr.id, form, companyId);
-			form = { ...sr, additional_services: sr.additional_services ?? [] };
+			form = { ...sr, additional_services: sr.additional_services ?? [], additional_service_costs: sr.additional_service_costs ?? {} };
 			toast.success('Cambios guardados');
 		} catch (e) {
 			toast.error(e instanceof Error ? e.message : 'No se pudo guardar');
@@ -82,7 +82,7 @@
 		busy = true;
 		try {
 			sr = await serviceRequestsAPI.registerContact(sr.id, companyId, notes);
-			form = { ...sr, additional_services: sr.additional_services ?? [] };
+			form = { ...sr, additional_services: sr.additional_services ?? [], additional_service_costs: sr.additional_service_costs ?? {} };
 			toast.success('Contacto registrado');
 		} catch (e) {
 			toast.error(e instanceof Error ? e.message : 'No se pudo registrar el contacto');
@@ -96,7 +96,7 @@
 		busy = true;
 		try {
 			sr = await serviceRequestsAPI.requote(sr.id, companyId);
-			form = { ...sr, additional_services: sr.additional_services ?? [] };
+			form = { ...sr, additional_services: sr.additional_services ?? [], additional_service_costs: sr.additional_service_costs ?? {} };
 			toast.success('Solicitud reabierta para re-cotizar');
 		} catch (e) {
 			toast.error(e instanceof Error ? e.message : 'No se pudo reabrir');

frontend/src/routes/dashboard/crm/solicitudes/nuevo/+page.svelte

@@ -9,7 +9,7 @@
 	import ServiceRequestFields from '$lib/components/crm/ServiceRequestFields.svelte';
 	import { toast } from 'svelte-sonner';
 
-	let form = $state<ServiceRequestInput>({ operation_type: 'exportacion', status: 'nueva', additional_services: [] });
+	let form = $state<ServiceRequestInput>({ operation_type: 'exportacion', status: 'nueva', additional_services: [], additional_service_costs: {} });
 	let accounts = $state<Account[]>([]);
 	let suppliers = $state<Supplier[]>([]);
 	let contacts = $state<Contact[]>([]);