ADUANASOFT/CRM_AGENTES_CARGA
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feat(crm): catálogos Clientes/Prospectos (enriquecido) y Proveedores + direcciones/documentos

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Alinea el dominio al spec de catálogos:
- accounts (Clientes/Prospectos): tipo registro/persona, CURP, clasificación
  comercial, bloque fiscal (régimen, CFDI, pago, crédito), auditoría, notas internas
- suppliers (Proveedores): clasificación múltiple, cobertura, países/puertos/
  aeropuertos/aduanas (JSON), fiscal
- addresses y documents: tablas compartidas con FK a cliente o proveedor
- contacts enriquecidos (extensión, whatsapp, área, flags "recibe…", supplier_id)
- migración a7b8c9d0e1f2 (ALTER + CREATE) con downgrade completo
- permisos supplier/address/document; seed de datos actualizado
- 39 tests pytest en verde

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
Aduanasoft
2026-07-14 16:19:13 -06:00
parent 2ed6247f1e
commit b12af1a561
31 changed files with 1599 additions and 101 deletions
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21
backend/api/v1/modules/crm/contacts/models.py
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@@ -6,7 +6,7 @@ from core.database import Base
class Contact(Base, TenantScopedMixin, TimestampMixin):
"""Contacto CRM: persona asociada (opcionalmente) a una cuenta."""
"""Contacto CRM asociado a un cliente (``account_id``) o proveedor (``supplier_id``)."""
__tablename__ = "contacts"
__table_args__ = {"schema": "crm"}
@@ -15,13 +15,26 @@ class Contact(Base, TenantScopedMixin, TimestampMixin):
account_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("crm.accounts.id"), nullable=True, index=True
)
supplier_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("crm.suppliers.id"), nullable=True, index=True
)
# Información personal
first_name: Mapped[str] = mapped_column(String(120), nullable=False)
last_name: Mapped[str | None] = mapped_column(String(120), nullable=True)
job_title: Mapped[str | None] = mapped_column(String(120), nullable=True) # puesto
department: Mapped[str | None] = mapped_column(String(120), nullable=True) # departamento
area: Mapped[str | None] = mapped_column(String(120), nullable=True) # ventas, operaciones, cobranza...
# Información de contacto
email: Mapped[str | None] = mapped_column(String(255), nullable=True, index=True)
phone: Mapped[str | None] = mapped_column(String(40), nullable=True)
mobile: Mapped[str | None] = mapped_column(String(40), nullable=True)
job_title: Mapped[str | None] = mapped_column(String(120), nullable=True)
department: Mapped[str | None] = mapped_column(String(120), nullable=True)
extension: Mapped[str | None] = mapped_column(String(20), nullable=True)
mobile: Mapped[str | None] = mapped_column(String(40), nullable=True) # celular
whatsapp: Mapped[str | None] = mapped_column(String(40), nullable=True)
# Configuración
is_primary: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))
receives_quotes: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))
receives_invoices: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))
receives_commercial_info: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))
status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'active'"))
owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
notes: Mapped[str | None] = mapped_column(Text, nullable=True)