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/tests/conftest.py

@@ -33,9 +33,12 @@ import api.v1.modules.crm.documents.models  # noqa: E402,F401
 import api.v1.modules.crm.leads.models  # noqa: E402,F401
 import api.v1.modules.crm.opportunities.models  # noqa: E402,F401
 import api.v1.modules.crm.pipelines.models  # noqa: E402,F401
+import api.v1.modules.crm.quotes.models  # noqa: E402,F401
+import api.v1.modules.crm.service_requests.models  # noqa: E402,F401
 import api.v1.modules.crm.suppliers.models  # noqa: E402,F401
+import api.v1.modules.ops.shipments.models  # noqa: E402,F401
 
-_SCHEMA_MAP = {"crm": None, "core": None}
+_SCHEMA_MAP = {"crm": None, "core": None, "ops": None}
 
 # Tabla mínima core.tenants para resolver la FK tenant_id de las tablas crm.
 # En CI (PostgreSQL) la tabla real la crea la migración inicial del core.

backend/tests/test_quotes.py

@@ -0,0 +1,46 @@
+from decimal import Decimal
+
+from api.v1.modules.crm.quotes import service
+from api.v1.modules.crm.quotes.dto import QuoteCreate, QuoteItemCreate, QuoteItemUpdate
+from api.v1.modules.crm.service_requests import service as sr_service
+from api.v1.modules.crm.service_requests.dto import ServiceRequestCreate
+
+T, C = 1, 1
+
+
+def test_quote_totals_recompute_on_items(db):
+    q = service.create_quote(db, QuoteCreate(reference="COT-001", currency="USD"), T, C)
+    service.create_quote_item(
+        db, QuoteItemCreate(quote_id=q.id, concept="flete_internacional", quantity=2, unit_cost=100, unit_sale=150), T, C
+    )
+    service.create_quote_item(
+        db, QuoteItemCreate(quote_id=q.id, concept="despacho_aduanal", quantity=1, unit_cost=50, unit_sale=90), T, C
+    )
+    q = service.get_quote(db, q.id, T, C)
+    assert float(q.total_cost) == 250.0  # 2*100 + 1*50
+    assert float(q.total_sale) == 390.0  # 2*150 + 1*90
+
+
+def test_quote_totals_update_and_delete_item(db):
+    q = service.create_quote(db, QuoteCreate(reference="COT-002"), T, C)
+    item = service.create_quote_item(
+        db, QuoteItemCreate(quote_id=q.id, concept="otros", quantity=1, unit_cost=100, unit_sale=200), T, C
+    )
+    service.update_quote_item(db, item.id, QuoteItemUpdate(unit_sale=Decimal("300")), T, C)
+    q = service.get_quote(db, q.id, T, C)
+    assert float(q.total_sale) == 300.0
+    service.delete_quote_item(db, item.id, T, C)
+    q = service.get_quote(db, q.id, T, C)
+    assert float(q.total_sale) == 0.0
+
+
+def test_accept_quote_updates_service_request(db):
+    sr = sr_service.create_service_request(db, ServiceRequestCreate(operation_type="exportacion"), T, C)
+    q = service.create_quote(db, QuoteCreate(reference="COT-003", service_request_id=sr.id), T, C)
+    service.send_quote(db, q.id, T, C)
+    accepted = service.accept_quote(db, q.id, T, C)
+    assert accepted.status == "aceptada"
+    assert accepted.accepted_at is not None
+    # la solicitud asociada queda aceptada
+    sr = sr_service.get_service_request(db, sr.id, T, C)
+    assert sr.status == "aceptada"

backend/tests/test_service_requests.py

@@ -0,0 +1,66 @@
+import pytest
+from fastapi import HTTPException
+
+from api.v1.modules.crm.accounts import service as accounts_service
+from api.v1.modules.crm.accounts.dto import AccountCreate
+from api.v1.modules.crm.service_requests import service
+from api.v1.modules.crm.service_requests.dto import (
+    RateRequestCreate,
+    ServiceRequestCreate,
+    ServiceRequestUpdate,
+)
+
+T, C = 1, 1
+
+
+def test_create_service_request(db):
+    acc = accounts_service.create_account(db, AccountCreate(name="Cliente"), T, C)
+    sr = service.create_service_request(
+        db,
+        ServiceRequestCreate(
+            account_id=acc.id, operation_type="exportacion", transport_mode="maritimo",
+            service_type="puerta_puerta", origin="Manzanillo", destination="Long Beach",
+            incoterm="FOB", load_type="FCL",
+        ),
+        T, C, user_id="dev",
+    )
+    assert sr.id is not None
+    assert sr.status == "nueva"
+    assert sr.created_by == "dev"
+
+
+def test_service_request_rejects_unknown_account(db):
+    with pytest.raises(HTTPException) as exc:
+        service.create_service_request(db, ServiceRequestCreate(account_id=999, operation_type="importacion"), T, C)
+    assert exc.value.status_code == 422
+
+
+def test_filter_by_operation_and_status(db):
+    service.create_service_request(db, ServiceRequestCreate(operation_type="exportacion"), T, C)
+    service.create_service_request(db, ServiceRequestCreate(operation_type="importacion"), T, C)
+    exp = service.get_service_requests(db, T, C, operation_type="exportacion")
+    assert len(exp) == 1 and exp[0].operation_type == "exportacion"
+
+
+def test_rate_request_requires_service_request(db):
+    with pytest.raises(HTTPException) as exc:
+        service.create_rate_request(
+            db, RateRequestCreate(service_request_id=999, concept="flete_internacional"), T, C
+        )
+    assert exc.value.status_code == 404
+
+
+def test_rate_request_ok_and_listed(db):
+    sr = service.create_service_request(db, ServiceRequestCreate(operation_type="exportacion"), T, C)
+    service.create_rate_request(
+        db, RateRequestCreate(service_request_id=sr.id, concept="flete_internacional", rate_amount=1200, currency="USD"),
+        T, C,
+    )
+    rates = service.get_rate_requests(db, T, C, service_request_id=sr.id)
+    assert len(rates) == 1 and rates[0].concept == "flete_internacional"
+
+
+def test_update_service_request_status(db):
+    sr = service.create_service_request(db, ServiceRequestCreate(operation_type="exportacion"), T, C)
+    upd = service.update_service_request(db, sr.id, ServiceRequestUpdate(status="en_analisis"), T, C)
+    assert upd.status == "en_analisis"

backend/tests/test_shipments.py

@@ -0,0 +1,60 @@
+import pytest
+from fastapi import HTTPException
+
+from api.v1.modules.crm.accounts import service as accounts_service
+from api.v1.modules.crm.accounts.dto import AccountCreate
+from api.v1.modules.crm.quotes import service as quotes_service
+from api.v1.modules.crm.quotes.dto import QuoteCreate
+from api.v1.modules.crm.service_requests import service as sr_service
+from api.v1.modules.crm.service_requests.dto import ServiceRequestCreate
+from api.v1.modules.ops.shipments import service
+from api.v1.modules.ops.shipments.dto import ShipmentCreate, ShipmentDocumentCreate
+
+T, C = 1, 1
+
+
+def test_release_requires_accepted_quote(db):
+    q = quotes_service.create_quote(db, QuoteCreate(reference="COT-A"), T, C)
+    with pytest.raises(HTTPException) as exc:
+        service.create_shipment_from_quote(db, q.id, T, C)
+    assert exc.value.status_code == 422  # aún no aceptada
+
+
+def test_release_from_accepted_quote_copies_data(db):
+    acc = accounts_service.create_account(db, AccountCreate(name="Cliente"), T, C)
+    sr = sr_service.create_service_request(
+        db,
+        ServiceRequestCreate(account_id=acc.id, operation_type="exportacion", transport_mode="maritimo",
+                             origin="Veracruz", destination="Rotterdam"),
+        T, C,
+    )
+    q = quotes_service.create_quote(db, QuoteCreate(reference="COT-B", service_request_id=sr.id, account_id=acc.id), T, C)
+    quotes_service.accept_quote(db, q.id, T, C)
+
+    shipment = service.create_shipment_from_quote(db, q.id, T, C, user_id="dev")
+    assert shipment.quote_id == q.id
+    assert shipment.account_id == acc.id
+    assert shipment.operation_type == "exportacion"
+    assert shipment.transport_mode == "maritimo"
+    assert shipment.origin == "Veracruz"
+    assert shipment.status == "abierta"
+    # la solicitud queda liberada
+    sr = sr_service.get_service_request(db, sr.id, T, C)
+    assert sr.status == "liberada"
+
+
+def test_shipment_crud_and_documents(db):
+    shipment = service.create_shipment(db, ShipmentCreate(reference="EMB-001", status="abierta", origin="MX"), T, C)
+    assert shipment.id is not None
+    doc = service.create_shipment_document(
+        db, ShipmentDocumentCreate(shipment_id=shipment.id, doc_kind="master", doc_type="MBL", number="MBL123"), T, C
+    )
+    assert doc.doc_type == "MBL"
+    docs = service.get_shipment_documents(db, T, C, shipment_id=shipment.id)
+    assert len(docs) == 1
+
+
+def test_shipment_rejects_unknown_quote(db):
+    with pytest.raises(HTTPException) as exc:
+        service.create_shipment(db, ShipmentCreate(quote_id=999), T, C)
+    assert exc.value.status_code == 422