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>

backend/api/v1/modules/crm/permissions.py

@@ -16,6 +16,9 @@ _ENTITIES = [
     ("contact", "contactos"),
     ("address", "direcciones"),
     ("document", "documentos"),
+    ("service_request", "solicitudes de servicio"),
+    ("rate_request", "solicitudes de tarifa"),
+    ("quote", "cotizaciones"),
     ("lead", "prospectos"),
     ("opportunity", "oportunidades"),
     ("pipeline", "embudos"),

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

@@ -0,0 +1,102 @@
+from datetime import date, datetime
+from decimal import Decimal
+
+from pydantic import BaseModel, ConfigDict, Field, computed_field
+
+
+# ----- Quote items -----
+
+class QuoteItemBase(BaseModel):
+    concept: str = Field(..., max_length=60)
+    description: str | None = Field(None, max_length=255)
+    supplier_id: int | None = None
+    quantity: Decimal = Field(Decimal(1), ge=0, max_digits=12, decimal_places=2)
+    unit_cost: Decimal = Field(Decimal(0), ge=0, max_digits=14, decimal_places=2)
+    unit_sale: Decimal = Field(Decimal(0), ge=0, max_digits=14, decimal_places=2)
+    currency: str | None = Field(None, max_length=3)
+
+
+class QuoteItemCreate(QuoteItemBase):
+    quote_id: int
+
+
+class QuoteItemUpdate(BaseModel):
+    concept: str | None = Field(None, max_length=60)
+    description: str | None = Field(None, max_length=255)
+    supplier_id: int | None = None
+    quantity: Decimal | None = Field(None, ge=0, max_digits=12, decimal_places=2)
+    unit_cost: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
+    unit_sale: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
+    currency: str | None = Field(None, max_length=3)
+
+
+class QuoteItemResponse(QuoteItemBase):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    quote_id: int
+    tenant_id: int
+    company_id: int
+
+    @computed_field
+    @property
+    def line_cost(self) -> Decimal:
+        return (self.quantity or Decimal(0)) * (self.unit_cost or Decimal(0))
+
+    @computed_field
+    @property
+    def line_sale(self) -> Decimal:
+        return (self.quantity or Decimal(0)) * (self.unit_sale or Decimal(0))
+
+
+# ----- Quotes -----
+
+class QuoteBase(BaseModel):
+    reference: str | None = Field(None, max_length=40)
+    service_request_id: int | None = None
+    account_id: int | None = None
+    currency: str = Field("USD", max_length=3)
+    issue_date: date | None = None
+    valid_until: date | None = None
+    notes: str | None = None
+    terms: str | None = None
+    owner_user_id: str | None = Field(None, max_length=64)
+
+
+class QuoteCreate(QuoteBase):
+    pass
+
+
+class QuoteUpdate(BaseModel):
+    reference: str | None = Field(None, max_length=40)
+    service_request_id: int | None = None
+    account_id: int | None = None
+    currency: str | None = Field(None, max_length=3)
+    issue_date: date | None = None
+    valid_until: date | None = None
+    notes: str | None = None
+    terms: str | None = None
+    owner_user_id: str | None = Field(None, max_length=64)
+
+
+class QuoteResponse(QuoteBase):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    status: str
+    total_cost: Decimal
+    total_sale: Decimal
+    sent_at: datetime | None = None
+    accepted_at: datetime | None = None
+    rejected_at: datetime | None = None
+    created_by: str | None = None
+    updated_by: str | None = None
+    tenant_id: int
+    company_id: int
+    created_at: datetime
+    updated_at: datetime
+
+    @computed_field
+    @property
+    def margin(self) -> Decimal:
+        return (self.total_sale or Decimal(0)) - (self.total_cost or Decimal(0))

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

@@ -0,0 +1,60 @@
+from datetime import date, datetime
+
+from sqlalchemy import Date, DateTime, ForeignKey, Integer, Numeric, String, Text, text
+from sqlalchemy.orm import Mapped, mapped_column
+
+from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
+from core.database import Base
+
+
+class Quote(Base, TenantScopedMixin, TimestampMixin):
+    """Cotización (Diagrama 1, pasos 7-9). Integra los conceptos de costo/venta."""
+
+    __tablename__ = "quotes"
+    __table_args__ = {"schema": "crm"}
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+    reference: Mapped[str | None] = mapped_column(String(40), nullable=True, index=True)
+    service_request_id: Mapped[int | None] = mapped_column(
+        Integer, ForeignKey("crm.service_requests.id"), nullable=True, index=True
+    )
+    account_id: Mapped[int | None] = mapped_column(
+        Integer, ForeignKey("crm.accounts.id"), nullable=True, index=True
+    )
+    currency: Mapped[str] = mapped_column(String(3), nullable=False, server_default=text("'USD'"))
+    # borrador | enviada | aceptada | rechazada
+    status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'borrador'"), index=True)
+    issue_date: Mapped[date | None] = mapped_column(Date, nullable=True)
+    valid_until: Mapped[date | None] = mapped_column(Date, nullable=True)
+    total_cost: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
+    total_sale: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
+    sent_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
+    accepted_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
+    rejected_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
+    notes: Mapped[str | None] = mapped_column(Text, nullable=True)
+    terms: Mapped[str | None] = mapped_column(Text, nullable=True)
+    owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
+    created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
+    updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
+
+
+class QuoteItem(Base, TenantScopedMixin, TimestampMixin):
+    """Concepto de una cotización (flete, transporte terrestre, despacho, gastos destino, otros)."""
+
+    __tablename__ = "quote_items"
+    __table_args__ = {"schema": "crm"}
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+    quote_id: Mapped[int] = mapped_column(
+        Integer, ForeignKey("crm.quotes.id"), nullable=False, index=True
+    )
+    # flete_internacional | transporte_terrestre | despacho_aduanal | gastos_destino | otros
+    concept: Mapped[str] = mapped_column(String(60), nullable=False)
+    description: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    supplier_id: Mapped[int | None] = mapped_column(
+        Integer, ForeignKey("crm.suppliers.id"), nullable=True
+    )
+    quantity: Mapped[float] = mapped_column(Numeric(12, 2), nullable=False, server_default=text("1"))
+    unit_cost: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
+    unit_sale: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
+    currency: Mapped[str | None] = mapped_column(String(3), nullable=True)

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

@@ -0,0 +1,151 @@
+from fastapi import APIRouter, Depends, Query, status
+from sqlalchemy.orm import Session
+
+from core.database import get_core_db
+from core.security import get_current_user
+
+from . import service
+from .dto import (
+    QuoteCreate,
+    QuoteItemCreate,
+    QuoteItemResponse,
+    QuoteItemUpdate,
+    QuoteResponse,
+    QuoteUpdate,
+)
+
+router = APIRouter()
+
+
+def _user_id(current_user: dict) -> str | None:
+    return current_user.get("sub") or current_user.get("id")
+
+
+@router.get("/quotes", response_model=list[QuoteResponse])
+def list_quotes(
+    company_id: int = Query(..., description="Company ID"),
+    search: str | None = Query(None),
+    quote_status: str | None = Query(None, alias="status"),
+    account_id: int | None = Query(None),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id = current_user["tenant_id"]
+    return service.get_quotes(db, tenant_id, company_id, search, quote_status, account_id)
+
+
+@router.get("/quotes/{quote_id}", response_model=QuoteResponse)
+def get_quote(
+    quote_id: int,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id = current_user["tenant_id"]
+    return service.get_quote(db, quote_id, tenant_id, company_id)
+
+
+@router.post("/quotes", response_model=QuoteResponse, status_code=status.HTTP_201_CREATED)
+def create_quote(
+    payload: QuoteCreate,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id = current_user["tenant_id"]
+    return service.create_quote(db, payload, tenant_id, company_id, _user_id(current_user))
+
+
+@router.patch("/quotes/{quote_id}", response_model=QuoteResponse)
+def update_quote(
+    quote_id: int,
+    payload: QuoteUpdate,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id = current_user["tenant_id"]
+    return service.update_quote(db, quote_id, payload, tenant_id, company_id, _user_id(current_user))
+
+
+@router.patch("/quotes/{quote_id}/send", response_model=QuoteResponse)
+def send_quote(
+    quote_id: int,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    return service.send_quote(db, quote_id, current_user["tenant_id"], company_id)
+
+
+@router.patch("/quotes/{quote_id}/accept", response_model=QuoteResponse)
+def accept_quote(
+    quote_id: int,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    return service.accept_quote(db, quote_id, current_user["tenant_id"], company_id)
+
+
+@router.patch("/quotes/{quote_id}/reject", response_model=QuoteResponse)
+def reject_quote(
+    quote_id: int,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    return service.reject_quote(db, quote_id, current_user["tenant_id"], company_id)
+
+
+@router.delete("/quotes/{quote_id}", status_code=status.HTTP_204_NO_CONTENT)
+def delete_quote(
+    quote_id: int,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    service.delete_quote(db, quote_id, current_user["tenant_id"], company_id)
+
+
+# ----- Conceptos de la cotización -----
+
+@router.get("/quotes/{quote_id}/items", response_model=list[QuoteItemResponse])
+def list_quote_items(
+    quote_id: int,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    return service.get_quote_items(db, quote_id, current_user["tenant_id"], company_id)
+
+
+@router.post("/quote-items", response_model=QuoteItemResponse, status_code=status.HTTP_201_CREATED)
+def create_quote_item(
+    payload: QuoteItemCreate,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    return service.create_quote_item(db, payload, current_user["tenant_id"], company_id)
+
+
+@router.patch("/quote-items/{item_id}", response_model=QuoteItemResponse)
+def update_quote_item(
+    item_id: int,
+    payload: QuoteItemUpdate,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    return service.update_quote_item(db, item_id, payload, current_user["tenant_id"], company_id)
+
+
+@router.delete("/quote-items/{item_id}", status_code=status.HTTP_204_NO_CONTENT)
+def delete_quote_item(
+    item_id: int,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    service.delete_quote_item(db, item_id, current_user["tenant_id"], company_id)

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

@@ -0,0 +1,231 @@
+from datetime import datetime, timezone
+from decimal import Decimal
+
+from fastapi import HTTPException, status
+from sqlalchemy import func
+from sqlalchemy.orm import Session
+
+from ..accounts.models import Account
+from ..service_requests.models import ServiceRequest
+from ..suppliers.models import Supplier
+from .dto import QuoteCreate, QuoteItemCreate, QuoteItemUpdate, QuoteUpdate
+from .models import Quote, QuoteItem
+
+
+def _exists(db: Session, model, _id: int | None, tenant_id: int, company_id: int) -> bool:
+    if _id is None:
+        return True
+    return (
+        db.query(model.id)
+        .filter(
+            model.id == _id,
+            model.tenant_id == tenant_id,
+            model.company_id == company_id,
+            model.deleted_at.is_(None),
+        )
+        .first()
+        is not None
+    )
+
+
+def _validate_refs(db: Session, data: dict, tenant_id: int, company_id: int) -> None:
+    if not _exists(db, Account, data.get("account_id"), tenant_id, company_id):
+        raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="El cliente asociado no existe")
+    if not _exists(db, ServiceRequest, data.get("service_request_id"), tenant_id, company_id):
+        raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="La solicitud asociada no existe")
+
+
+def _recompute_totals(db: Session, quote: Quote) -> None:
+    """Recalcula total_cost/total_sale a partir de los conceptos vigentes."""
+    cost, sale = (
+        db.query(
+            func.coalesce(func.sum(QuoteItem.quantity * QuoteItem.unit_cost), 0),
+            func.coalesce(func.sum(QuoteItem.quantity * QuoteItem.unit_sale), 0),
+        )
+        .filter(QuoteItem.quote_id == quote.id, QuoteItem.deleted_at.is_(None))
+        .one()
+    )
+    quote.total_cost = Decimal(cost or 0)
+    quote.total_sale = Decimal(sale or 0)
+
+
+# ----- Quotes -----
+
+def get_quotes(
+    db: Session,
+    tenant_id: int,
+    company_id: int,
+    search: str | None = None,
+    quote_status: str | None = None,
+    account_id: int | None = None,
+) -> list[Quote]:
+    query = db.query(Quote).filter(
+        Quote.tenant_id == tenant_id,
+        Quote.company_id == company_id,
+        Quote.deleted_at.is_(None),
+    )
+    if quote_status:
+        query = query.filter(Quote.status == quote_status)
+    if account_id is not None:
+        query = query.filter(Quote.account_id == account_id)
+    if search:
+        query = query.filter(Quote.reference.ilike(f"%{search}%"))
+    return query.order_by(Quote.created_at.desc()).all()
+
+
+def get_quote(db: Session, quote_id: int, tenant_id: int, company_id: int) -> Quote:
+    obj = (
+        db.query(Quote)
+        .filter(
+            Quote.id == quote_id,
+            Quote.tenant_id == tenant_id,
+            Quote.company_id == company_id,
+            Quote.deleted_at.is_(None),
+        )
+        .first()
+    )
+    if not obj:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Cotización no encontrada")
+    return obj
+
+
+def create_quote(
+    db: Session, payload: QuoteCreate, tenant_id: int, company_id: int, user_id: str | None = None
+) -> Quote:
+    data = payload.model_dump()
+    _validate_refs(db, data, tenant_id, company_id)
+    obj = Quote(**data, tenant_id=tenant_id, company_id=company_id, created_by=user_id, updated_by=user_id)
+    db.add(obj)
+    db.commit()
+    db.refresh(obj)
+    return obj
+
+
+def update_quote(
+    db: Session, quote_id: int, payload: QuoteUpdate, tenant_id: int, company_id: int, user_id: str | None = None
+) -> Quote:
+    obj = get_quote(db, quote_id, tenant_id, company_id)
+    data = payload.model_dump(exclude_unset=True)
+    _validate_refs(db, data, tenant_id, company_id)
+    for field, value in data.items():
+        setattr(obj, field, value)
+    obj.updated_by = user_id
+    db.commit()
+    db.refresh(obj)
+    return obj
+
+
+def delete_quote(db: Session, quote_id: int, tenant_id: int, company_id: int) -> None:
+    obj = get_quote(db, quote_id, tenant_id, company_id)
+    obj.deleted_at = datetime.now(timezone.utc)
+    db.commit()
+
+
+def _set_service_request_status(db: Session, quote: Quote, new_status: str) -> None:
+    if quote.service_request_id:
+        sr = db.query(ServiceRequest).filter(ServiceRequest.id == quote.service_request_id).first()
+        if sr:
+            sr.status = new_status
+
+
+def send_quote(db: Session, quote_id: int, tenant_id: int, company_id: int) -> Quote:
+    quote = get_quote(db, quote_id, tenant_id, company_id)
+    quote.status = "enviada"
+    quote.sent_at = datetime.now(timezone.utc)
+    _set_service_request_status(db, quote, "cotizada")
+    db.commit()
+    db.refresh(quote)
+    return quote
+
+
+def accept_quote(db: Session, quote_id: int, tenant_id: int, company_id: int) -> Quote:
+    quote = get_quote(db, quote_id, tenant_id, company_id)
+    quote.status = "aceptada"
+    quote.accepted_at = datetime.now(timezone.utc)
+    _set_service_request_status(db, quote, "aceptada")
+    db.commit()
+    db.refresh(quote)
+    return quote
+
+
+def reject_quote(db: Session, quote_id: int, tenant_id: int, company_id: int) -> Quote:
+    quote = get_quote(db, quote_id, tenant_id, company_id)
+    quote.status = "rechazada"
+    quote.rejected_at = datetime.now(timezone.utc)
+    _set_service_request_status(db, quote, "rechazada")
+    db.commit()
+    db.refresh(quote)
+    return quote
+
+
+# ----- Quote items -----
+
+def get_quote_items(db: Session, quote_id: int, tenant_id: int, company_id: int) -> list[QuoteItem]:
+    get_quote(db, quote_id, tenant_id, company_id)  # valida scope
+    return (
+        db.query(QuoteItem)
+        .filter(
+            QuoteItem.quote_id == quote_id,
+            QuoteItem.tenant_id == tenant_id,
+            QuoteItem.company_id == company_id,
+            QuoteItem.deleted_at.is_(None),
+        )
+        .order_by(QuoteItem.id.asc())
+        .all()
+    )
+
+
+def _get_item(db: Session, item_id: int, tenant_id: int, company_id: int) -> QuoteItem:
+    item = (
+        db.query(QuoteItem)
+        .filter(
+            QuoteItem.id == item_id,
+            QuoteItem.tenant_id == tenant_id,
+            QuoteItem.company_id == company_id,
+            QuoteItem.deleted_at.is_(None),
+        )
+        .first()
+    )
+    if not item:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Concepto no encontrado")
+    return item
+
+
+def create_quote_item(db: Session, payload: QuoteItemCreate, tenant_id: int, company_id: int) -> QuoteItem:
+    quote = get_quote(db, payload.quote_id, tenant_id, company_id)
+    if not _exists(db, Supplier, payload.supplier_id, tenant_id, company_id):
+        raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="El proveedor no existe")
+    item = QuoteItem(**payload.model_dump(), tenant_id=tenant_id, company_id=company_id)
+    db.add(item)
+    db.flush()
+    _recompute_totals(db, quote)
+    db.commit()
+    db.refresh(item)
+    return item
+
+
+def update_quote_item(
+    db: Session, item_id: int, payload: QuoteItemUpdate, tenant_id: int, company_id: int
+) -> QuoteItem:
+    item = _get_item(db, item_id, tenant_id, company_id)
+    data = payload.model_dump(exclude_unset=True)
+    if "supplier_id" in data and not _exists(db, Supplier, data["supplier_id"], tenant_id, company_id):
+        raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="El proveedor no existe")
+    for field, value in data.items():
+        setattr(item, field, value)
+    db.flush()
+    quote = get_quote(db, item.quote_id, tenant_id, company_id)
+    _recompute_totals(db, quote)
+    db.commit()
+    db.refresh(item)
+    return item
+
+
+def delete_quote_item(db: Session, item_id: int, tenant_id: int, company_id: int) -> None:
+    item = _get_item(db, item_id, tenant_id, company_id)
+    quote_id = item.quote_id
+    item.deleted_at = datetime.now(timezone.utc)
+    db.flush()
+    quote = get_quote(db, quote_id, tenant_id, company_id)
+    _recompute_totals(db, quote)
+    db.commit()

backend/api/v1/modules/crm/router.py

@@ -17,6 +17,8 @@ from .leads.routes import router as leads_router
 from .metrics.routes import router as metrics_router
 from .opportunities.routes import router as opportunities_router
 from .pipelines.routes import router as pipelines_router
+from .quotes.routes import router as quotes_router
+from .service_requests.routes import router as service_requests_router
 from .suppliers.routes import router as suppliers_router
 
 router = APIRouter()
@@ -26,6 +28,8 @@ router.include_router(suppliers_router)
 router.include_router(contacts_router)
 router.include_router(addresses_router)
 router.include_router(documents_router)
+router.include_router(service_requests_router)
+router.include_router(quotes_router)
 router.include_router(leads_router)
 router.include_router(pipelines_router)
 router.include_router(opportunities_router)

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

@@ -0,0 +1,103 @@
+from datetime import date, datetime
+from decimal import Decimal
+
+from pydantic import BaseModel, ConfigDict, Field
+
+
+class ServiceRequestBase(BaseModel):
+    reference: str | None = Field(None, max_length=40)
+    account_id: int | None = None
+    operation_type: str = Field(..., max_length=20)  # importacion | exportacion
+    transport_mode: str | None = Field(None, max_length=20)
+    service_type: str | None = Field(None, max_length=20)
+    incoterm: str | None = Field(None, max_length=10)
+    origin: str | None = Field(None, max_length=160)
+    destination: str | None = Field(None, max_length=160)
+    cargo_type: str | None = Field(None, max_length=120)
+    weight: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
+    volume: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
+    load_type: str | None = Field(None, max_length=10)
+    container_equipment: str | None = Field(None, max_length=120)
+    commodity: str | None = None
+    required_date: date | None = None
+    destination_agent_id: int | None = None
+    requirements: str | None = None
+    status: str = Field("nueva", max_length=20)
+    notes: str | None = None
+    owner_user_id: str | None = Field(None, max_length=64)
+
+
+class ServiceRequestCreate(ServiceRequestBase):
+    pass
+
+
+class ServiceRequestUpdate(BaseModel):
+    reference: str | None = Field(None, max_length=40)
+    account_id: int | None = None
+    operation_type: str | None = Field(None, max_length=20)
+    transport_mode: str | None = Field(None, max_length=20)
+    service_type: str | None = Field(None, max_length=20)
+    incoterm: str | None = Field(None, max_length=10)
+    origin: str | None = Field(None, max_length=160)
+    destination: str | None = Field(None, max_length=160)
+    cargo_type: str | None = Field(None, max_length=120)
+    weight: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
+    volume: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
+    load_type: str | None = Field(None, max_length=10)
+    container_equipment: str | None = Field(None, max_length=120)
+    commodity: str | None = None
+    required_date: date | None = None
+    destination_agent_id: int | None = None
+    requirements: str | None = None
+    status: str | None = Field(None, max_length=20)
+    notes: str | None = None
+    owner_user_id: str | None = Field(None, max_length=64)
+
+
+class ServiceRequestResponse(ServiceRequestBase):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    tenant_id: int
+    company_id: int
+    created_by: str | None = None
+    updated_by: str | None = None
+    created_at: datetime
+    updated_at: datetime
+
+
+class RateRequestBase(BaseModel):
+    service_request_id: int
+    supplier_id: int | None = None
+    concept: str = Field(..., max_length=60)
+    description: str | None = Field(None, max_length=255)
+    status: str = Field("solicitada", max_length=20)
+    rate_amount: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
+    currency: str | None = Field(None, max_length=3)
+    valid_until: date | None = None
+    notes: str | None = None
+
+
+class RateRequestCreate(RateRequestBase):
+    pass
+
+
+class RateRequestUpdate(BaseModel):
+    supplier_id: int | None = None
+    concept: str | None = Field(None, max_length=60)
+    description: str | None = Field(None, max_length=255)
+    status: str | None = Field(None, max_length=20)
+    rate_amount: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
+    currency: str | None = Field(None, max_length=3)
+    valid_until: date | None = None
+    notes: str | None = None
+
+
+class RateRequestResponse(RateRequestBase):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    tenant_id: int
+    company_id: int
+    created_at: datetime
+    updated_at: datetime

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

@@ -0,0 +1,75 @@
+from datetime import date
+
+from sqlalchemy import Date, ForeignKey, Integer, Numeric, String, Text, text
+from sqlalchemy.orm import Mapped, mapped_column
+
+from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
+from core.database import Base
+
+
+class ServiceRequest(Base, TenantScopedMixin, TimestampMixin):
+    """Solicitud de cotización / levantamiento de requerimientos (Diagrama 1, pasos 3-5).
+
+    Captura los requerimientos logísticos de la operación que el cliente solicita
+    cotizar (tipo de operación, medio de transporte, ruta, carga, Incoterm, etc.).
+    """
+
+    __tablename__ = "service_requests"
+    __table_args__ = {"schema": "crm"}
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+    reference: Mapped[str | None] = mapped_column(String(40), nullable=True, index=True)  # folio
+    account_id: Mapped[int | None] = mapped_column(
+        Integer, ForeignKey("crm.accounts.id"), nullable=True, index=True
+    )
+    # importacion | exportacion
+    operation_type: Mapped[str] = mapped_column(String(20), nullable=False)
+    # maritimo | aereo | terrestre | ferroviario | multimodal
+    transport_mode: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    # puerto_puerto | puerto_puerta | puerta_puerto | puerta_puerta
+    service_type: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    incoterm: Mapped[str | None] = mapped_column(String(10), nullable=True)
+    origin: Mapped[str | None] = mapped_column(String(160), nullable=True)
+    destination: Mapped[str | None] = mapped_column(String(160), nullable=True)
+    cargo_type: Mapped[str | None] = mapped_column(String(120), nullable=True)
+    weight: Mapped[float | None] = mapped_column(Numeric(14, 3), nullable=True)
+    volume: Mapped[float | None] = mapped_column(Numeric(14, 3), nullable=True)
+    load_type: Mapped[str | None] = mapped_column(String(10), nullable=True)  # FCL | LCL
+    container_equipment: Mapped[str | None] = mapped_column(String(120), nullable=True)
+    commodity: Mapped[str | None] = mapped_column(Text, nullable=True)  # mercancía
+    required_date: Mapped[date | None] = mapped_column(Date, nullable=True)
+    # Agente en destino / contraparte (proveedor)
+    destination_agent_id: Mapped[int | None] = mapped_column(
+        Integer, ForeignKey("crm.suppliers.id"), nullable=True
+    )
+    requirements: Mapped[str | None] = mapped_column(Text, nullable=True)  # otros requerimientos
+    # nueva | en_analisis | cotizada | aceptada | rechazada | liberada
+    status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'nueva'"), index=True)
+    notes: Mapped[str | None] = mapped_column(Text, nullable=True)
+    owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
+    created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
+    updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
+
+
+class RateRequest(Base, TenantScopedMixin, TimestampMixin):
+    """Solicitud de tarifa a un proveedor para una solicitud de servicio (Diagrama 1, paso 6)."""
+
+    __tablename__ = "rate_requests"
+    __table_args__ = {"schema": "crm"}
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+    service_request_id: Mapped[int] = mapped_column(
+        Integer, ForeignKey("crm.service_requests.id"), nullable=False, index=True
+    )
+    supplier_id: Mapped[int | None] = mapped_column(
+        Integer, ForeignKey("crm.suppliers.id"), nullable=True, index=True
+    )
+    # flete_internacional | transporte_terrestre | despacho_aduanal | gastos_destino | otros
+    concept: Mapped[str] = mapped_column(String(60), nullable=False)
+    description: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    # solicitada | recibida | declinada
+    status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'solicitada'"))
+    rate_amount: Mapped[float | None] = mapped_column(Numeric(14, 2), nullable=True)
+    currency: Mapped[str | None] = mapped_column(String(3), nullable=True)
+    valid_until: Mapped[date | None] = mapped_column(Date, nullable=True)
+    notes: Mapped[str | None] = mapped_column(Text, nullable=True)

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

@@ -0,0 +1,129 @@
+from fastapi import APIRouter, Depends, Query, status
+from sqlalchemy.orm import Session
+
+from core.database import get_core_db
+from core.security import get_current_user
+
+from . import service
+from .dto import (
+    RateRequestCreate,
+    RateRequestResponse,
+    RateRequestUpdate,
+    ServiceRequestCreate,
+    ServiceRequestResponse,
+    ServiceRequestUpdate,
+)
+
+router = APIRouter()
+
+
+def _user_id(current_user: dict) -> str | None:
+    return current_user.get("sub") or current_user.get("id")
+
+
+# ----- Solicitudes de servicio (RFQ) -----
+
+@router.get("/service-requests", response_model=list[ServiceRequestResponse])
+def list_service_requests(
+    company_id: int = Query(..., description="Company ID"),
+    search: str | None = Query(None),
+    req_status: str | None = Query(None, alias="status"),
+    operation_type: str | None = Query(None),
+    account_id: int | None = Query(None),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id = current_user["tenant_id"]
+    return service.get_service_requests(db, tenant_id, company_id, search, req_status, operation_type, account_id)
+
+
+@router.get("/service-requests/{request_id}", response_model=ServiceRequestResponse)
+def get_service_request(
+    request_id: int,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id = current_user["tenant_id"]
+    return service.get_service_request(db, request_id, tenant_id, company_id)
+
+
+@router.post("/service-requests", response_model=ServiceRequestResponse, status_code=status.HTTP_201_CREATED)
+def create_service_request(
+    payload: ServiceRequestCreate,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id = current_user["tenant_id"]
+    return service.create_service_request(db, payload, tenant_id, company_id, _user_id(current_user))
+
+
+@router.patch("/service-requests/{request_id}", response_model=ServiceRequestResponse)
+def update_service_request(
+    request_id: int,
+    payload: ServiceRequestUpdate,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id = current_user["tenant_id"]
+    return service.update_service_request(db, request_id, payload, tenant_id, company_id, _user_id(current_user))
+
+
+@router.delete("/service-requests/{request_id}", status_code=status.HTTP_204_NO_CONTENT)
+def delete_service_request(
+    request_id: int,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id = current_user["tenant_id"]
+    service.delete_service_request(db, request_id, tenant_id, company_id)
+
+
+# ----- Solicitudes de tarifa -----
+
+@router.get("/rate-requests", response_model=list[RateRequestResponse])
+def list_rate_requests(
+    company_id: int = Query(..., description="Company ID"),
+    service_request_id: int | None = Query(None),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id = current_user["tenant_id"]
+    return service.get_rate_requests(db, tenant_id, company_id, service_request_id)
+
+
+@router.post("/rate-requests", response_model=RateRequestResponse, status_code=status.HTTP_201_CREATED)
+def create_rate_request(
+    payload: RateRequestCreate,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id = current_user["tenant_id"]
+    return service.create_rate_request(db, payload, tenant_id, company_id)
+
+
+@router.patch("/rate-requests/{rate_id}", response_model=RateRequestResponse)
+def update_rate_request(
+    rate_id: int,
+    payload: RateRequestUpdate,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id = current_user["tenant_id"]
+    return service.update_rate_request(db, rate_id, payload, tenant_id, company_id)
+
+
+@router.delete("/rate-requests/{rate_id}", status_code=status.HTTP_204_NO_CONTENT)
+def delete_rate_request(
+    rate_id: int,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id = current_user["tenant_id"]
+    service.delete_rate_request(db, rate_id, tenant_id, company_id)

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

@@ -0,0 +1,176 @@
+from datetime import datetime, timezone
+
+from fastapi import HTTPException, status
+from sqlalchemy.orm import Session
+
+from ..accounts.models import Account
+from ..suppliers.models import Supplier
+from .dto import RateRequestCreate, RateRequestUpdate, ServiceRequestCreate, ServiceRequestUpdate
+from .models import RateRequest, ServiceRequest
+
+
+def _exists(db: Session, model, _id: int | None, tenant_id: int, company_id: int) -> bool:
+    if _id is None:
+        return True
+    return (
+        db.query(model.id)
+        .filter(
+            model.id == _id,
+            model.tenant_id == tenant_id,
+            model.company_id == company_id,
+            model.deleted_at.is_(None),
+        )
+        .first()
+        is not None
+    )
+
+
+def _validate_request_refs(db: Session, data: dict, tenant_id: int, company_id: int) -> None:
+    if not _exists(db, Account, data.get("account_id"), tenant_id, company_id):
+        raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="El cliente asociado no existe")
+    if not _exists(db, Supplier, data.get("destination_agent_id"), tenant_id, company_id):
+        raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="El agente en destino no existe")
+
+
+# ----- Service requests (RFQ) -----
+
+def get_service_requests(
+    db: Session,
+    tenant_id: int,
+    company_id: int,
+    search: str | None = None,
+    req_status: str | None = None,
+    operation_type: str | None = None,
+    account_id: int | None = None,
+) -> list[ServiceRequest]:
+    query = db.query(ServiceRequest).filter(
+        ServiceRequest.tenant_id == tenant_id,
+        ServiceRequest.company_id == company_id,
+        ServiceRequest.deleted_at.is_(None),
+    )
+    if req_status:
+        query = query.filter(ServiceRequest.status == req_status)
+    if operation_type:
+        query = query.filter(ServiceRequest.operation_type == operation_type)
+    if account_id is not None:
+        query = query.filter(ServiceRequest.account_id == account_id)
+    if search:
+        pattern = f"%{search}%"
+        query = query.filter(
+            ServiceRequest.reference.ilike(pattern)
+            | ServiceRequest.origin.ilike(pattern)
+            | ServiceRequest.destination.ilike(pattern)
+        )
+    return query.order_by(ServiceRequest.created_at.desc()).all()
+
+
+def get_service_request(db: Session, request_id: int, tenant_id: int, company_id: int) -> ServiceRequest:
+    obj = (
+        db.query(ServiceRequest)
+        .filter(
+            ServiceRequest.id == request_id,
+            ServiceRequest.tenant_id == tenant_id,
+            ServiceRequest.company_id == company_id,
+            ServiceRequest.deleted_at.is_(None),
+        )
+        .first()
+    )
+    if not obj:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Solicitud no encontrada")
+    return obj
+
+
+def create_service_request(
+    db: Session, payload: ServiceRequestCreate, tenant_id: int, company_id: int, user_id: str | None = None
+) -> ServiceRequest:
+    data = payload.model_dump()
+    _validate_request_refs(db, data, tenant_id, company_id)
+    obj = ServiceRequest(**data, tenant_id=tenant_id, company_id=company_id, created_by=user_id, updated_by=user_id)
+    db.add(obj)
+    db.commit()
+    db.refresh(obj)
+    return obj
+
+
+def update_service_request(
+    db: Session, request_id: int, payload: ServiceRequestUpdate, tenant_id: int, company_id: int, user_id: str | None = None
+) -> ServiceRequest:
+    obj = get_service_request(db, request_id, tenant_id, company_id)
+    data = payload.model_dump(exclude_unset=True)
+    _validate_request_refs(db, data, tenant_id, company_id)
+    for field, value in data.items():
+        setattr(obj, field, value)
+    obj.updated_by = user_id
+    db.commit()
+    db.refresh(obj)
+    return obj
+
+
+def delete_service_request(db: Session, request_id: int, tenant_id: int, company_id: int) -> None:
+    obj = get_service_request(db, request_id, tenant_id, company_id)
+    obj.deleted_at = datetime.now(timezone.utc)
+    db.commit()
+
+
+# ----- Rate requests -----
+
+def get_rate_requests(
+    db: Session, tenant_id: int, company_id: int, service_request_id: int | None = None
+) -> list[RateRequest]:
+    query = db.query(RateRequest).filter(
+        RateRequest.tenant_id == tenant_id,
+        RateRequest.company_id == company_id,
+        RateRequest.deleted_at.is_(None),
+    )
+    if service_request_id is not None:
+        query = query.filter(RateRequest.service_request_id == service_request_id)
+    return query.order_by(RateRequest.id.asc()).all()
+
+
+def get_rate_request(db: Session, rate_id: int, tenant_id: int, company_id: int) -> RateRequest:
+    obj = (
+        db.query(RateRequest)
+        .filter(
+            RateRequest.id == rate_id,
+            RateRequest.tenant_id == tenant_id,
+            RateRequest.company_id == company_id,
+            RateRequest.deleted_at.is_(None),
+        )
+        .first()
+    )
+    if not obj:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Solicitud de tarifa no encontrada")
+    return obj
+
+
+def create_rate_request(db: Session, payload: RateRequestCreate, tenant_id: int, company_id: int) -> RateRequest:
+    data = payload.model_dump()
+    # La solicitud de servicio debe existir en el tenant/company
+    get_service_request(db, data["service_request_id"], tenant_id, company_id)
+    if not _exists(db, Supplier, data.get("supplier_id"), tenant_id, company_id):
+        raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="El proveedor no existe")
+    obj = RateRequest(**data, tenant_id=tenant_id, company_id=company_id)
+    db.add(obj)
+    db.commit()
+    db.refresh(obj)
+    return obj
+
+
+def update_rate_request(
+    db: Session, rate_id: int, payload: RateRequestUpdate, tenant_id: int, company_id: int
+) -> RateRequest:
+    obj = get_rate_request(db, rate_id, tenant_id, company_id)
+    data = payload.model_dump(exclude_unset=True)
+    if "supplier_id" in data and not _exists(db, Supplier, data["supplier_id"], tenant_id, company_id):
+        raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="El proveedor no existe")
+    for field, value in data.items():
+        setattr(obj, field, value)
+    db.commit()
+    db.refresh(obj)
+    return obj
+
+
+def delete_rate_request(db: Session, rate_id: int, tenant_id: int, company_id: int) -> None:
+    obj = get_rate_request(db, rate_id, tenant_id, company_id)
+    obj.deleted_at = datetime.now(timezone.utc)
+    db.commit()