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feat(crm): Prospecto — medio de contacto preferido + fix visualización de documentos (Fase C)

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- Prospecto (lead): se conserva "Origen" y se agrega "Medio de contacto preferido"
  (catálogo medio_contacto). Backend leads.preferred_contact_method + migración
  f0a1b2c3d4e5 reversible.
- Bug documentos: endpoint proxy GET /v1/crm/uploads/download transmite el archivo
  por el backend (valida aislamiento tenant/company) — evita la URL prefirmada al
  host interno minio:9000. RelatedManager.openDoc usa blob→objectURL.

Suite backend en verde (109). svelte-check sin errores nuevos.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Ernesto Herrera
2026-08-07 07:37:30 -06:00
parent 8c7aeef1a6
commit 8431132b10
8 changed files with 89 additions and 6 deletions
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3
backend/api/v1/modules/crm/leads/dto.py
View File

@@ -11,6 +11,7 @@ class LeadCreate(BaseModel):
phone: str | None = Field(None, max_length=40)
company_name: str | None = Field(None, max_length=255)
source: str | None = Field(None, max_length=60)
preferred_contact_method: str | None = Field(None, max_length=20)
status: str = Field("new", max_length=20)
estimated_value: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
owner_user_id: str | None = Field(None, max_length=64)
@@ -24,6 +25,7 @@ class LeadUpdate(BaseModel):
phone: str | None = Field(None, max_length=40)
company_name: str | None = Field(None, max_length=255)
source: str | None = Field(None, max_length=60)
preferred_contact_method: str | None = Field(None, max_length=20)
status: str | None = Field(None, max_length=20)
estimated_value: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
owner_user_id: str | None = Field(None, max_length=64)
@@ -50,6 +52,7 @@ class LeadResponse(BaseModel):
phone: str | None
company_name: str | None
source: str | None
preferred_contact_method: str | None = None
status: str
estimated_value: Decimal | None
owner_user_id: str | None

2
backend/api/v1/modules/crm/leads/models.py
View File

@@ -19,6 +19,8 @@ class Lead(Base, TenantScopedMixin, TimestampMixin):
company_name: Mapped[str | None] = mapped_column(String(255), nullable=True)
# Origen: web | referido | evento | llamada | email | otro
source: Mapped[str | None] = mapped_column(String(60), nullable=True)
# Medio de contacto preferido (catálogo medio_contacto): llamada|correo|whatsapp|…
preferred_contact_method: Mapped[str | None] = mapped_column(String(20), nullable=True)
# Estado: new | contacted | qualified | unqualified | converted
status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'new'"), index=True)
estimated_value: Mapped[float | None] = mapped_column(Numeric(14, 2), nullable=True)