feat(crm): frontend del CRM (clientes API, navegación, dashboard + Kanban) y rebrand

- Clientes API tipados por entidad en src/lib/api/crm
- Navegación CRM en el sidebar
- Páginas: panel (KPIs + embudo), cuentas, contactos, prospectos, actividades
- Kanban de oportunidades con drag & drop (mueve entre etapas) y siembra de embudo
- Rebrand plantilla → CRM (.env, docker-compose name, package.json, README)
- Fix: CORE_DB_HOST=postgres (coincide con el servicio del compose)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

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

@@ -0,0 +1,42 @@
+/**
+ * Cliente API — Cuentas CRM
+ */
+import { api } from '$lib/api';
+import type { Account, AccountInput } from './types';
+
+export const accountsAPI = {
+	async list(
+		companyId: number,
+		params?: { search?: string; status?: string }
+	): Promise<Account[]> {
+		const qs = new URLSearchParams({ company_id: String(companyId) });
+		if (params?.search) qs.set('search', params.search);
+		if (params?.status) qs.set('status', params.status);
+		const res = await api.get<Account[]>(`/v1/crm/accounts?${qs}`);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async get(id: number, companyId: number): Promise<Account> {
+		const res = await api.get<Account>(`/v1/crm/accounts/${id}?company_id=${companyId}`);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async create(data: AccountInput, companyId: number): Promise<Account> {
+		const res = await api.post<Account>(`/v1/crm/accounts?company_id=${companyId}`, data);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async update(id: number, data: Partial<AccountInput>, companyId: number): Promise<Account> {
+		const res = await api.patch<Account>(`/v1/crm/accounts/${id}?company_id=${companyId}`, data);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async remove(id: number, companyId: number): Promise<void> {
+		const res = await api.delete(`/v1/crm/accounts/${id}?company_id=${companyId}`);
+		if (res.error) throw new Error(res.error);
+	}
+};

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

@@ -0,0 +1,62 @@
+/**
+ * Cliente API — Actividades CRM
+ */
+import { api } from '$lib/api';
+import type { Activity, ActivityInput } from './types';
+
+export const activitiesAPI = {
+	async list(
+		companyId: number,
+		params?: {
+			activity_type?: string;
+			status?: string;
+			account_id?: number;
+			contact_id?: number;
+			lead_id?: number;
+			opportunity_id?: number;
+		}
+	): Promise<Activity[]> {
+		const qs = new URLSearchParams({ company_id: String(companyId) });
+		if (params?.activity_type) qs.set('activity_type', params.activity_type);
+		if (params?.status) qs.set('status', params.status);
+		if (params?.account_id) qs.set('account_id', String(params.account_id));
+		if (params?.contact_id) qs.set('contact_id', String(params.contact_id));
+		if (params?.lead_id) qs.set('lead_id', String(params.lead_id));
+		if (params?.opportunity_id) qs.set('opportunity_id', String(params.opportunity_id));
+		const res = await api.get<Activity[]>(`/v1/crm/activities?${qs}`);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async get(id: number, companyId: number): Promise<Activity> {
+		const res = await api.get<Activity>(`/v1/crm/activities/${id}?company_id=${companyId}`);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async create(data: ActivityInput, companyId: number): Promise<Activity> {
+		const res = await api.post<Activity>(`/v1/crm/activities?company_id=${companyId}`, data);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async update(id: number, data: Partial<ActivityInput>, companyId: number): Promise<Activity> {
+		const res = await api.patch<Activity>(`/v1/crm/activities/${id}?company_id=${companyId}`, data);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async complete(id: number, companyId: number): Promise<Activity> {
+		const res = await api.patch<Activity>(
+			`/v1/crm/activities/${id}/complete?company_id=${companyId}`,
+			{}
+		);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async remove(id: number, companyId: number): Promise<void> {
+		const res = await api.delete(`/v1/crm/activities/${id}?company_id=${companyId}`);
+		if (res.error) throw new Error(res.error);
+	}
+};

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

@@ -0,0 +1,42 @@
+/**
+ * Cliente API — Contactos CRM
+ */
+import { api } from '$lib/api';
+import type { Contact, ContactInput } from './types';
+
+export const contactsAPI = {
+	async list(
+		companyId: number,
+		params?: { search?: string; account_id?: number }
+	): Promise<Contact[]> {
+		const qs = new URLSearchParams({ company_id: String(companyId) });
+		if (params?.search) qs.set('search', params.search);
+		if (params?.account_id) qs.set('account_id', String(params.account_id));
+		const res = await api.get<Contact[]>(`/v1/crm/contacts?${qs}`);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async get(id: number, companyId: number): Promise<Contact> {
+		const res = await api.get<Contact>(`/v1/crm/contacts/${id}?company_id=${companyId}`);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async create(data: ContactInput, companyId: number): Promise<Contact> {
+		const res = await api.post<Contact>(`/v1/crm/contacts?company_id=${companyId}`, data);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async update(id: number, data: Partial<ContactInput>, companyId: number): Promise<Contact> {
+		const res = await api.patch<Contact>(`/v1/crm/contacts/${id}?company_id=${companyId}`, data);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async remove(id: number, companyId: number): Promise<void> {
+		const res = await api.delete(`/v1/crm/contacts/${id}?company_id=${companyId}`);
+		if (res.error) throw new Error(res.error);
+	}
+};

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

@@ -0,0 +1,11 @@
+/**
+ * Punto de entrada del cliente API del CRM.
+ */
+export * from './types';
+export { accountsAPI } from './accounts';
+export { contactsAPI } from './contacts';
+export { leadsAPI } from './leads';
+export { pipelinesAPI, stagesAPI, type StageInput } from './pipelines';
+export { opportunitiesAPI } from './opportunities';
+export { activitiesAPI } from './activities';
+export { metricsAPI } from './metrics';

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

@@ -0,0 +1,48 @@
+/**
+ * Cliente API — Prospectos CRM
+ */
+import { api } from '$lib/api';
+import type { Lead, LeadConvertInput, LeadConvertResult, LeadInput } from './types';
+
+export const leadsAPI = {
+	async list(companyId: number, params?: { search?: string; status?: string }): Promise<Lead[]> {
+		const qs = new URLSearchParams({ company_id: String(companyId) });
+		if (params?.search) qs.set('search', params.search);
+		if (params?.status) qs.set('status', params.status);
+		const res = await api.get<Lead[]>(`/v1/crm/leads?${qs}`);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async get(id: number, companyId: number): Promise<Lead> {
+		const res = await api.get<Lead>(`/v1/crm/leads/${id}?company_id=${companyId}`);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async create(data: LeadInput, companyId: number): Promise<Lead> {
+		const res = await api.post<Lead>(`/v1/crm/leads?company_id=${companyId}`, data);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async update(id: number, data: Partial<LeadInput>, companyId: number): Promise<Lead> {
+		const res = await api.patch<Lead>(`/v1/crm/leads/${id}?company_id=${companyId}`, data);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async convert(id: number, data: LeadConvertInput, companyId: number): Promise<LeadConvertResult> {
+		const res = await api.post<LeadConvertResult>(
+			`/v1/crm/leads/${id}/convert?company_id=${companyId}`,
+			data
+		);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async remove(id: number, companyId: number): Promise<void> {
+		const res = await api.delete(`/v1/crm/leads/${id}?company_id=${companyId}`);
+		if (res.error) throw new Error(res.error);
+	}
+};

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

@@ -0,0 +1,15 @@
+/**
+ * Cliente API — Métricas CRM (dashboard)
+ */
+import { api } from '$lib/api';
+import type { CrmMetrics } from './types';
+
+export const metricsAPI = {
+	async get(companyId: number, pipelineId?: number): Promise<CrmMetrics> {
+		const qs = new URLSearchParams({ company_id: String(companyId) });
+		if (pipelineId) qs.set('pipeline_id', String(pipelineId));
+		const res = await api.get<CrmMetrics>(`/v1/crm/metrics?${qs}`);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	}
+};

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

@@ -0,0 +1,57 @@
+/**
+ * Cliente API — Oportunidades CRM
+ */
+import { api } from '$lib/api';
+import type { Opportunity, OpportunityInput } from './types';
+
+export const opportunitiesAPI = {
+	async list(
+		companyId: number,
+		params?: { pipeline_id?: number; stage_id?: number; status?: string; search?: string }
+	): Promise<Opportunity[]> {
+		const qs = new URLSearchParams({ company_id: String(companyId) });
+		if (params?.pipeline_id) qs.set('pipeline_id', String(params.pipeline_id));
+		if (params?.stage_id) qs.set('stage_id', String(params.stage_id));
+		if (params?.status) qs.set('status', params.status);
+		if (params?.search) qs.set('search', params.search);
+		const res = await api.get<Opportunity[]>(`/v1/crm/opportunities?${qs}`);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async get(id: number, companyId: number): Promise<Opportunity> {
+		const res = await api.get<Opportunity>(`/v1/crm/opportunities/${id}?company_id=${companyId}`);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async create(data: OpportunityInput, companyId: number): Promise<Opportunity> {
+		const res = await api.post<Opportunity>(`/v1/crm/opportunities?company_id=${companyId}`, data);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async update(id: number, data: Partial<OpportunityInput>, companyId: number): Promise<Opportunity> {
+		const res = await api.patch<Opportunity>(
+			`/v1/crm/opportunities/${id}?company_id=${companyId}`,
+			data
+		);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	/** Mueve la oportunidad a otra etapa (drag & drop del Kanban). */
+	async move(id: number, stageId: number, companyId: number): Promise<Opportunity> {
+		const res = await api.patch<Opportunity>(
+			`/v1/crm/opportunities/${id}/move?company_id=${companyId}`,
+			{ stage_id: stageId }
+		);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async remove(id: number, companyId: number): Promise<void> {
+		const res = await api.delete(`/v1/crm/opportunities/${id}?company_id=${companyId}`);
+		if (res.error) throw new Error(res.error);
+	}
+};

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

@@ -0,0 +1,70 @@
+/**
+ * Cliente API — Embudos y etapas CRM
+ */
+import { api } from '$lib/api';
+import type { Pipeline, Stage } from './types';
+
+export const pipelinesAPI = {
+	async list(companyId: number): Promise<Pipeline[]> {
+		const res = await api.get<Pipeline[]>(`/v1/crm/pipelines?company_id=${companyId}`);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async create(data: { name: string; is_default?: boolean }, companyId: number): Promise<Pipeline> {
+		const res = await api.post<Pipeline>(`/v1/crm/pipelines?company_id=${companyId}`, data);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async update(
+		id: number,
+		data: { name?: string; is_default?: boolean },
+		companyId: number
+	): Promise<Pipeline> {
+		const res = await api.patch<Pipeline>(`/v1/crm/pipelines/${id}?company_id=${companyId}`, data);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async remove(id: number, companyId: number): Promise<void> {
+		const res = await api.delete(`/v1/crm/pipelines/${id}?company_id=${companyId}`);
+		if (res.error) throw new Error(res.error);
+	}
+};
+
+export interface StageInput {
+	pipeline_id: number;
+	name: string;
+	position?: number;
+	probability?: number;
+	is_won?: boolean;
+	is_lost?: boolean;
+}
+
+export const stagesAPI = {
+	async list(companyId: number, pipelineId?: number): Promise<Stage[]> {
+		const qs = new URLSearchParams({ company_id: String(companyId) });
+		if (pipelineId) qs.set('pipeline_id', String(pipelineId));
+		const res = await api.get<Stage[]>(`/v1/crm/stages?${qs}`);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async create(data: StageInput, companyId: number): Promise<Stage> {
+		const res = await api.post<Stage>(`/v1/crm/stages?company_id=${companyId}`, data);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async update(id: number, data: Partial<StageInput>, companyId: number): Promise<Stage> {
+		const res = await api.patch<Stage>(`/v1/crm/stages/${id}?company_id=${companyId}`, data);
+		if (res.error) throw new Error(res.error);
+		return res.data!;
+	},
+
+	async remove(id: number, companyId: number): Promise<void> {
+		const res = await api.delete(`/v1/crm/stages/${id}?company_id=${companyId}`);
+		if (res.error) throw new Error(res.error);
+	}
+};

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

@@ -0,0 +1,196 @@
+/**
+ * Tipos del módulo CRM — reflejan los DTOs del backend (api/v1/modules/crm).
+ */
+
+export type AccountStatus = 'active' | 'inactive' | 'prospect';
+export type LeadStatus = 'new' | 'contacted' | 'qualified' | 'unqualified' | 'converted';
+export type OpportunityStatus = 'open' | 'won' | 'lost';
+export type ActivityType = 'call' | 'meeting' | 'task' | 'email' | 'note';
+export type ActivityStatus = 'pending' | 'completed' | 'canceled';
+
+export interface Account {
+	id: number;
+	name: string;
+	trade_name: string | null;
+	rfc: string | null;
+	account_type: string | null;
+	industry: string | null;
+	email: string | null;
+	phone: string | null;
+	website: string | null;
+	address: string | null;
+	city: string | null;
+	state: string | null;
+	country: string | null;
+	patente_aduanal: string | null;
+	status: AccountStatus;
+	owner_user_id: string | null;
+	notes: string | null;
+	tenant_id: number;
+	company_id: number;
+	created_at: string;
+	updated_at: string;
+}
+
+export type AccountInput = Partial<Omit<Account, 'id' | 'tenant_id' | 'company_id' | 'created_at' | 'updated_at'>> & {
+	name: string;
+};
+
+export interface Contact {
+	id: number;
+	account_id: number | null;
+	first_name: string;
+	last_name: string | null;
+	email: string | null;
+	phone: string | null;
+	mobile: string | null;
+	job_title: string | null;
+	department: string | null;
+	is_primary: boolean;
+	owner_user_id: string | null;
+	notes: string | null;
+	tenant_id: number;
+	company_id: number;
+	created_at: string;
+	updated_at: string;
+}
+
+export type ContactInput = Partial<Omit<Contact, 'id' | 'tenant_id' | 'company_id' | 'created_at' | 'updated_at'>> & {
+	first_name: string;
+};
+
+export interface Lead {
+	id: number;
+	name: string;
+	contact_name: string | null;
+	email: string | null;
+	phone: string | null;
+	company_name: string | null;
+	source: string | null;
+	status: LeadStatus;
+	estimated_value: number | null;
+	owner_user_id: string | null;
+	converted_account_id: number | null;
+	converted_contact_id: number | null;
+	converted_opportunity_id: number | null;
+	notes: string | null;
+	tenant_id: number;
+	company_id: number;
+	created_at: string;
+	updated_at: string;
+}
+
+export type LeadInput = Partial<Omit<Lead, 'id' | 'tenant_id' | 'company_id' | 'created_at' | 'updated_at' | 'converted_account_id' | 'converted_contact_id' | 'converted_opportunity_id'>> & {
+	name: string;
+};
+
+export interface LeadConvertInput {
+	create_opportunity?: boolean;
+	opportunity_name?: string | null;
+	pipeline_id?: number | null;
+	stage_id?: number | null;
+	amount?: number | null;
+}
+
+export interface LeadConvertResult {
+	lead: Lead;
+	account_id: number;
+	contact_id: number | null;
+	opportunity_id: number | null;
+}
+
+export interface Pipeline {
+	id: number;
+	name: string;
+	is_default: boolean;
+	tenant_id: number;
+	company_id: number;
+	created_at: string;
+	updated_at: string;
+}
+
+export interface Stage {
+	id: number;
+	pipeline_id: number;
+	name: string;
+	position: number;
+	probability: number;
+	is_won: boolean;
+	is_lost: boolean;
+	tenant_id: number;
+	company_id: number;
+	created_at: string;
+	updated_at: string;
+}
+
+export interface Opportunity {
+	id: number;
+	name: string;
+	account_id: number | null;
+	contact_id: number | null;
+	pipeline_id: number | null;
+	stage_id: number | null;
+	amount: number | null;
+	currency: string;
+	probability: number | null;
+	status: OpportunityStatus;
+	expected_close_date: string | null;
+	closed_at: string | null;
+	lost_reason: string | null;
+	source: string | null;
+	owner_user_id: string | null;
+	notes: string | null;
+	tenant_id: number;
+	company_id: number;
+	created_at: string;
+	updated_at: string;
+}
+
+export type OpportunityInput = Partial<Omit<Opportunity, 'id' | 'tenant_id' | 'company_id' | 'created_at' | 'updated_at' | 'closed_at'>> & {
+	name: string;
+};
+
+export interface Activity {
+	id: number;
+	activity_type: ActivityType;
+	subject: string;
+	description: string | null;
+	status: ActivityStatus;
+	due_date: string | null;
+	completed_at: string | null;
+	account_id: number | null;
+	contact_id: number | null;
+	lead_id: number | null;
+	opportunity_id: number | null;
+	owner_user_id: string | null;
+	tenant_id: number;
+	company_id: number;
+	created_at: string;
+	updated_at: string;
+}
+
+export type ActivityInput = Partial<Omit<Activity, 'id' | 'tenant_id' | 'company_id' | 'created_at' | 'updated_at' | 'completed_at'>> & {
+	activity_type: ActivityType;
+	subject: string;
+};
+
+export interface StageMetric {
+	stage_id: number;
+	stage_name: string;
+	position: number;
+	count: number;
+	value: number;
+}
+
+export interface CrmMetrics {
+	total_accounts: number;
+	total_contacts: number;
+	total_leads: number;
+	open_leads: number;
+	open_opportunities: number;
+	open_pipeline_value: number;
+	won_opportunities: number;
+	won_value: number;
+	pending_activities: number;
+	by_stage: StageMetric[];
+}

frontend/src/lib/components/crm/format.ts

@@ -0,0 +1,66 @@
+/**
+ * Utilidades de formato y etiquetas legibles para el CRM.
+ */
+
+export function formatMoney(value: number | null | undefined, currency = 'MXN'): string {
+	if (value === null || value === undefined) return '—';
+	return new Intl.NumberFormat('es-MX', { style: 'currency', currency }).format(Number(value));
+}
+
+export function formatDate(value: string | null | undefined): string {
+	if (!value) return '—';
+	const d = new Date(value);
+	if (Number.isNaN(d.getTime())) return '—';
+	return d.toLocaleDateString('es-MX', { year: 'numeric', month: 'short', day: 'numeric' });
+}
+
+export const ACCOUNT_TYPES: { value: string; label: string }[] = [
+	{ value: 'importador', label: 'Importador' },
+	{ value: 'exportador', label: 'Exportador' },
+	{ value: 'immex', label: 'IMMEX / Maquila' },
+	{ value: 'agencia_aduanal', label: 'Agencia aduanal' },
+	{ value: 'transportista', label: 'Transportista' },
+	{ value: 'otro', label: 'Otro' }
+];
+
+export const ACCOUNT_STATUS: { value: string; label: string }[] = [
+	{ value: 'active', label: 'Activa' },
+	{ value: 'prospect', label: 'Prospecto' },
+	{ value: 'inactive', label: 'Inactiva' }
+];
+
+export const LEAD_SOURCES: { value: string; label: string }[] = [
+	{ value: 'web', label: 'Web' },
+	{ value: 'referido', label: 'Referido' },
+	{ value: 'evento', label: 'Evento' },
+	{ value: 'llamada', label: 'Llamada' },
+	{ value: 'email', label: 'Email' },
+	{ value: 'otro', label: 'Otro' }
+];
+
+export const LEAD_STATUS: { value: string; label: string }[] = [
+	{ value: 'new', label: 'Nuevo' },
+	{ value: 'contacted', label: 'Contactado' },
+	{ value: 'qualified', label: 'Calificado' },
+	{ value: 'unqualified', label: 'No calificado' },
+	{ value: 'converted', label: 'Convertido' }
+];
+
+export const ACTIVITY_TYPES: { value: string; label: string }[] = [
+	{ value: 'call', label: 'Llamada' },
+	{ value: 'meeting', label: 'Reunión' },
+	{ value: 'task', label: 'Tarea' },
+	{ value: 'email', label: 'Correo' },
+	{ value: 'note', label: 'Nota' }
+];
+
+export const ACTIVITY_STATUS: { value: string; label: string }[] = [
+	{ value: 'pending', label: 'Pendiente' },
+	{ value: 'completed', label: 'Completada' },
+	{ value: 'canceled', label: 'Cancelada' }
+];
+
+export function labelOf(list: { value: string; label: string }[], value: string | null): string {
+	if (!value) return '—';
+	return list.find((x) => x.value === value)?.label ?? value;
+}

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

@@ -3,6 +3,7 @@ import {
 	Settings2,
 	Users,
 	Shield,
+	Briefcase,
 } from '@lucide/svelte';
 
 export type SystemContext = 'fixed_asset' | 'inventory';
@@ -34,6 +35,19 @@ export function getNavMain(): NavMainItem[] {
 			url: '/dashboard',
 			icon: LayoutDashboard,
 		},
+		{
+			title: 'CRM',
+			url: '/dashboard/crm',
+			icon: Briefcase,
+			items: [
+				{ title: 'Panel', url: '/dashboard/crm' },
+				{ title: 'Cuentas', url: '/dashboard/crm/cuentas' },
+				{ title: 'Contactos', url: '/dashboard/crm/contactos' },
+				{ title: 'Prospectos', url: '/dashboard/crm/prospectos' },
+				{ title: 'Oportunidades', url: '/dashboard/crm/oportunidades' },
+				{ title: 'Actividades', url: '/dashboard/crm/actividades' },
+			],
+		},
 		{
 			title: 'Usuarios',
 			url: '/dashboard/users',

frontend/src/lib/components/sidebar/nav-main.svelte

@@ -174,7 +174,7 @@
 
 <Sidebar.Group>
 	<Sidebar.GroupLabel class="flex items-center gap-2">
-		<span>Anexo-76</span>
+		<span>CRM</span>
 		{#if $permissionsRefreshing}
 			<span
 				class="size-1.5 shrink-0 animate-pulse rounded-full bg-primary"