feat(crm,ops): proceso comercial (solicitudes/RFQ, tarifas, cotizaciones) + Operaciones (embarques)
Diagrama 1 (CRM comercial) y Diagrama 2 (Operaciones) del spec de agente de carga: - crm.service_requests (RFQ) + crm.rate_requests (solicitud de tarifas a proveedores) - crm.quotes + crm.quote_items: conceptos costo/venta/margen, totales automáticos, estados borrador→enviada→aceptada/rechazada - schema ops: ops.shipments (booking, Cut Off, ETD/ETA, naviera/agente aduanal/destino) y ops.shipment_documents (MBL/HBL, MAWB/HAWB, CMR…) - liberar-a-operaciones: crea el embarque desde la cotización aceptada - migración b3c4d5e6f7a8, routers/permisos, seed del flujo completo - 52 tests pytest en verde Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Aduanasoft
232
backend/alembic/versions/b3c4d5e6f7a8_crm_commercial_and_ops.py
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232
backend/alembic/versions/b3c4d5e6f7a8_crm_commercial_and_ops.py
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"""crm commercial (service_requests, rate_requests, quotes, quote_items) + ops (shipments, documents)
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Revision ID: b3c4d5e6f7a8
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Revises: a7b8c9d0e1f2
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Create Date: 2026-07-14 00:00:00.000000
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"""
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from typing import Sequence, Union
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import sqlalchemy as sa
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from alembic import op
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revision: str = "b3c4d5e6f7a8"
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down_revision: Union[str, None] = "a7b8c9d0e1f2"
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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def _scoped_columns() -> list[sa.Column]:
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return [
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sa.Column("tenant_id", sa.Integer(), nullable=False),
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sa.Column("company_id", sa.Integer(), nullable=False),
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sa.Column("created_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
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sa.Column("updated_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
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sa.Column("deleted_at", sa.DateTime(), nullable=True),
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]
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def _scoped_indexes(table: str, schema: str) -> None:
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op.create_index(f"ix_{schema}_{table}_id", table, ["id"], schema=schema)
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op.create_index(f"ix_{schema}_{table}_tenant_id", table, ["tenant_id"], schema=schema)
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op.create_index(f"ix_{schema}_{table}_company_id", table, ["company_id"], schema=schema)
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def upgrade() -> None:
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# ---------- crm.service_requests ----------
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op.create_table(
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"service_requests",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("reference", sa.String(length=40), nullable=True),
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sa.Column("account_id", sa.Integer(), nullable=True),
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sa.Column("operation_type", sa.String(length=20), nullable=False),
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sa.Column("transport_mode", sa.String(length=20), nullable=True),
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sa.Column("service_type", sa.String(length=20), nullable=True),
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sa.Column("incoterm", sa.String(length=10), nullable=True),
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sa.Column("origin", sa.String(length=160), nullable=True),
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sa.Column("destination", sa.String(length=160), nullable=True),
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sa.Column("cargo_type", sa.String(length=120), nullable=True),
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sa.Column("weight", sa.Numeric(precision=14, scale=3), nullable=True),
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sa.Column("volume", sa.Numeric(precision=14, scale=3), nullable=True),
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sa.Column("load_type", sa.String(length=10), nullable=True),
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sa.Column("container_equipment", sa.String(length=120), nullable=True),
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sa.Column("commodity", sa.Text(), nullable=True),
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sa.Column("required_date", sa.Date(), nullable=True),
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sa.Column("destination_agent_id", sa.Integer(), nullable=True),
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sa.Column("requirements", sa.Text(), nullable=True),
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sa.Column("status", sa.String(length=20), nullable=False, server_default=sa.text("'nueva'")),
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sa.Column("notes", sa.Text(), nullable=True),
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sa.Column("owner_user_id", sa.String(length=64), nullable=True),
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sa.Column("created_by", sa.String(length=64), nullable=True),
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sa.Column("updated_by", sa.String(length=64), nullable=True),
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*_scoped_columns(),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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sa.ForeignKeyConstraint(["account_id"], ["crm.accounts.id"]),
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sa.ForeignKeyConstraint(["destination_agent_id"], ["crm.suppliers.id"]),
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schema="crm",
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)
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_scoped_indexes("service_requests", "crm")
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op.create_index("ix_crm_service_requests_reference", "service_requests", ["reference"], schema="crm")
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op.create_index("ix_crm_service_requests_account_id", "service_requests", ["account_id"], schema="crm")
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op.create_index("ix_crm_service_requests_status", "service_requests", ["status"], schema="crm")
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op.create_index("ix_crm_service_requests_owner_user_id", "service_requests", ["owner_user_id"], schema="crm")
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# ---------- crm.rate_requests ----------
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op.create_table(
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"rate_requests",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("service_request_id", sa.Integer(), nullable=False),
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sa.Column("supplier_id", sa.Integer(), nullable=True),
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sa.Column("concept", sa.String(length=60), nullable=False),
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sa.Column("description", sa.String(length=255), nullable=True),
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sa.Column("status", sa.String(length=20), nullable=False, server_default=sa.text("'solicitada'")),
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sa.Column("rate_amount", sa.Numeric(precision=14, scale=2), nullable=True),
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sa.Column("currency", sa.String(length=3), nullable=True),
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sa.Column("valid_until", sa.Date(), nullable=True),
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sa.Column("notes", sa.Text(), nullable=True),
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*_scoped_columns(),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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sa.ForeignKeyConstraint(["service_request_id"], ["crm.service_requests.id"]),
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sa.ForeignKeyConstraint(["supplier_id"], ["crm.suppliers.id"]),
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schema="crm",
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)
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_scoped_indexes("rate_requests", "crm")
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op.create_index("ix_crm_rate_requests_service_request_id", "rate_requests", ["service_request_id"], schema="crm")
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op.create_index("ix_crm_rate_requests_supplier_id", "rate_requests", ["supplier_id"], schema="crm")
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# ---------- crm.quotes ----------
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op.create_table(
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"quotes",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("reference", sa.String(length=40), nullable=True),
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sa.Column("service_request_id", sa.Integer(), nullable=True),
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sa.Column("account_id", sa.Integer(), nullable=True),
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sa.Column("currency", sa.String(length=3), nullable=False, server_default=sa.text("'USD'")),
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sa.Column("status", sa.String(length=20), nullable=False, server_default=sa.text("'borrador'")),
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sa.Column("issue_date", sa.Date(), nullable=True),
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sa.Column("valid_until", sa.Date(), nullable=True),
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sa.Column("total_cost", sa.Numeric(precision=14, scale=2), nullable=False, server_default=sa.text("0")),
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sa.Column("total_sale", sa.Numeric(precision=14, scale=2), nullable=False, server_default=sa.text("0")),
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sa.Column("sent_at", sa.DateTime(), nullable=True),
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sa.Column("accepted_at", sa.DateTime(), nullable=True),
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sa.Column("rejected_at", sa.DateTime(), nullable=True),
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sa.Column("notes", sa.Text(), nullable=True),
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sa.Column("terms", sa.Text(), nullable=True),
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sa.Column("owner_user_id", sa.String(length=64), nullable=True),
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sa.Column("created_by", sa.String(length=64), nullable=True),
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sa.Column("updated_by", sa.String(length=64), nullable=True),
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*_scoped_columns(),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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sa.ForeignKeyConstraint(["service_request_id"], ["crm.service_requests.id"]),
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sa.ForeignKeyConstraint(["account_id"], ["crm.accounts.id"]),
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schema="crm",
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)
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_scoped_indexes("quotes", "crm")
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op.create_index("ix_crm_quotes_reference", "quotes", ["reference"], schema="crm")
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op.create_index("ix_crm_quotes_service_request_id", "quotes", ["service_request_id"], schema="crm")
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op.create_index("ix_crm_quotes_account_id", "quotes", ["account_id"], schema="crm")
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op.create_index("ix_crm_quotes_status", "quotes", ["status"], schema="crm")
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op.create_index("ix_crm_quotes_owner_user_id", "quotes", ["owner_user_id"], schema="crm")
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# ---------- crm.quote_items ----------
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op.create_table(
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"quote_items",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("quote_id", sa.Integer(), nullable=False),
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sa.Column("concept", sa.String(length=60), nullable=False),
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sa.Column("description", sa.String(length=255), nullable=True),
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sa.Column("supplier_id", sa.Integer(), nullable=True),
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sa.Column("quantity", sa.Numeric(precision=12, scale=2), nullable=False, server_default=sa.text("1")),
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sa.Column("unit_cost", sa.Numeric(precision=14, scale=2), nullable=False, server_default=sa.text("0")),
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sa.Column("unit_sale", sa.Numeric(precision=14, scale=2), nullable=False, server_default=sa.text("0")),
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sa.Column("currency", sa.String(length=3), nullable=True),
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*_scoped_columns(),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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sa.ForeignKeyConstraint(["quote_id"], ["crm.quotes.id"]),
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sa.ForeignKeyConstraint(["supplier_id"], ["crm.suppliers.id"]),
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schema="crm",
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)
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_scoped_indexes("quote_items", "crm")
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op.create_index("ix_crm_quote_items_quote_id", "quote_items", ["quote_id"], schema="crm")
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# ---------- schema ops ----------
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op.execute("CREATE SCHEMA IF NOT EXISTS ops")
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op.create_table(
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"shipments",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("reference", sa.String(length=40), nullable=True),
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sa.Column("quote_id", sa.Integer(), nullable=True),
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sa.Column("service_request_id", sa.Integer(), nullable=True),
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sa.Column("account_id", sa.Integer(), nullable=True),
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sa.Column("operation_type", sa.String(length=20), nullable=True),
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sa.Column("transport_mode", sa.String(length=20), nullable=True),
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sa.Column("service_type", sa.String(length=20), nullable=True),
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sa.Column("incoterm", sa.String(length=10), nullable=True),
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sa.Column("origin", sa.String(length=160), nullable=True),
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sa.Column("destination", sa.String(length=160), nullable=True),
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sa.Column("status", sa.String(length=20), nullable=False, server_default=sa.text("'abierta'")),
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sa.Column("booking_number", sa.String(length=60), nullable=True),
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sa.Column("carrier_supplier_id", sa.Integer(), nullable=True),
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sa.Column("customs_agent_id", sa.Integer(), nullable=True),
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sa.Column("destination_agent_id", sa.Integer(), nullable=True),
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sa.Column("cutoff_date", sa.DateTime(), nullable=True),
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sa.Column("etd", sa.Date(), nullable=True),
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sa.Column("eta", sa.Date(), nullable=True),
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sa.Column("vessel_flight", sa.String(length=120), nullable=True),
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sa.Column("container_number", sa.String(length=60), nullable=True),
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sa.Column("notes", sa.Text(), nullable=True),
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sa.Column("owner_user_id", sa.String(length=64), nullable=True),
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sa.Column("created_by", sa.String(length=64), nullable=True),
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sa.Column("updated_by", sa.String(length=64), nullable=True),
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*_scoped_columns(),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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sa.ForeignKeyConstraint(["quote_id"], ["crm.quotes.id"]),
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sa.ForeignKeyConstraint(["service_request_id"], ["crm.service_requests.id"]),
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sa.ForeignKeyConstraint(["account_id"], ["crm.accounts.id"]),
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sa.ForeignKeyConstraint(["carrier_supplier_id"], ["crm.suppliers.id"]),
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sa.ForeignKeyConstraint(["customs_agent_id"], ["crm.suppliers.id"]),
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sa.ForeignKeyConstraint(["destination_agent_id"], ["crm.suppliers.id"]),
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schema="ops",
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)
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_scoped_indexes("shipments", "ops")
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op.create_index("ix_ops_shipments_reference", "shipments", ["reference"], schema="ops")
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op.create_index("ix_ops_shipments_quote_id", "shipments", ["quote_id"], schema="ops")
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op.create_index("ix_ops_shipments_account_id", "shipments", ["account_id"], schema="ops")
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op.create_index("ix_ops_shipments_status", "shipments", ["status"], schema="ops")
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op.create_index("ix_ops_shipments_owner_user_id", "shipments", ["owner_user_id"], schema="ops")
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op.create_table(
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"shipment_documents",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("shipment_id", sa.Integer(), nullable=False),
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sa.Column("doc_kind", sa.String(length=10), nullable=False, server_default=sa.text("'otro'")),
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sa.Column("doc_type", sa.String(length=30), nullable=False),
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sa.Column("number", sa.String(length=80), nullable=True),
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sa.Column("issue_date", sa.Date(), nullable=True),
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sa.Column("file_url", sa.String(length=1024), nullable=True),
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sa.Column("file_key", sa.String(length=512), nullable=True),
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sa.Column("notes", sa.Text(), nullable=True),
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*_scoped_columns(),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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sa.ForeignKeyConstraint(["shipment_id"], ["ops.shipments.id"]),
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schema="ops",
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)
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_scoped_indexes("shipment_documents", "ops")
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op.create_index("ix_ops_shipment_documents_shipment_id", "shipment_documents", ["shipment_id"], schema="ops")
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def downgrade() -> None:
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op.drop_table("shipment_documents", schema="ops")
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op.drop_table("shipments", schema="ops")
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op.execute("DROP SCHEMA IF EXISTS ops")
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op.drop_table("quote_items", schema="crm")
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op.drop_table("quotes", schema="crm")
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op.drop_table("rate_requests", schema="crm")
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op.drop_table("service_requests", schema="crm")
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