feat(crm): catálogos Clientes/Prospectos (enriquecido) y Proveedores + direcciones/documentos
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:
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backend/api/v1/modules/crm/suppliers/__init__.py
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backend/api/v1/modules/crm/suppliers/__init__.py
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backend/api/v1/modules/crm/suppliers/dto.py
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backend/api/v1/modules/crm/suppliers/dto.py
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from datetime import datetime
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from decimal import Decimal
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from pydantic import BaseModel, ConfigDict, EmailStr, Field
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class SupplierBase(BaseModel):
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# Datos generales
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name: str = Field(..., min_length=1, max_length=255)
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trade_name: str | None = Field(None, max_length=255)
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rfc: str | None = Field(None, max_length=13)
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curp: str | None = Field(None, max_length=18)
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person_type: str | None = Field(None, max_length=10)
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status: str = Field("active", max_length=20)
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classifications: list[str] = Field(default_factory=list)
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# Comercial
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services_offered: str | None = None
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coverage: str | None = Field(None, max_length=20)
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countries: list[str] = Field(default_factory=list)
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ports: list[str] = Field(default_factory=list)
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airports: list[str] = Field(default_factory=list)
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customs: list[str] = Field(default_factory=list)
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business_hours: str | None = Field(None, max_length=255)
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quote_currency: str | None = Field(None, max_length=3)
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avg_response_time: str | None = Field(None, max_length=120)
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commercial_notes: str | None = None
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email: EmailStr | None = None
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phone: str | None = Field(None, max_length=40)
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website: str | None = Field(None, max_length=255)
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# Fiscal
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tax_regime: str | None = Field(None, max_length=120)
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payment_method: str | None = Field(None, max_length=60)
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payment_form: str | None = Field(None, max_length=60)
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credit_limit: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
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credit_days: int | None = Field(None, ge=0)
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commercial_terms: str | None = None
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# Observaciones
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notes: str | None = None
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internal_notes: str | None = None
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owner_user_id: str | None = Field(None, max_length=64)
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class SupplierCreate(SupplierBase):
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pass
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class SupplierUpdate(BaseModel):
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name: str | None = Field(None, min_length=1, max_length=255)
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trade_name: str | None = Field(None, max_length=255)
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rfc: str | None = Field(None, max_length=13)
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curp: str | None = Field(None, max_length=18)
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person_type: str | None = Field(None, max_length=10)
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status: str | None = Field(None, max_length=20)
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classifications: list[str] | None = None
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services_offered: str | None = None
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coverage: str | None = Field(None, max_length=20)
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countries: list[str] | None = None
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ports: list[str] | None = None
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airports: list[str] | None = None
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customs: list[str] | None = None
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business_hours: str | None = Field(None, max_length=255)
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quote_currency: str | None = Field(None, max_length=3)
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avg_response_time: str | None = Field(None, max_length=120)
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commercial_notes: str | None = None
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email: EmailStr | None = None
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phone: str | None = Field(None, max_length=40)
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website: str | None = Field(None, max_length=255)
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tax_regime: str | None = Field(None, max_length=120)
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payment_method: str | None = Field(None, max_length=60)
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payment_form: str | None = Field(None, max_length=60)
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credit_limit: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
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credit_days: int | None = Field(None, ge=0)
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commercial_terms: str | None = None
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notes: str | None = None
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internal_notes: str | None = None
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owner_user_id: str | None = Field(None, max_length=64)
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class SupplierResponse(SupplierBase):
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model_config = ConfigDict(from_attributes=True)
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id: int
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tenant_id: int
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company_id: int
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created_by: str | None = None
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updated_by: str | None = None
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created_at: datetime
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updated_at: datetime
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backend/api/v1/modules/crm/suppliers/models.py
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backend/api/v1/modules/crm/suppliers/models.py
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from decimal import Decimal
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from sqlalchemy import JSON, Integer, Numeric, String, Text, text
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from sqlalchemy.orm import Mapped, mapped_column
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from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
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from core.database import Base
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class Supplier(Base, TenantScopedMixin, TimestampMixin):
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"""Catálogo de Proveedores (navieras, aerolíneas, transportistas, agentes, etc.).
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Los campos multi-valor (clasificaciones, cobertura por país/puerto/aduana) se
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guardan como listas JSON. Direcciones, contactos y documentos viven en tablas
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relacionadas (crm.addresses, crm.contacts, crm.documents).
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"""
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__tablename__ = "suppliers"
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__table_args__ = {"schema": "crm"}
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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# ----- Datos generales -----
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name: Mapped[str] = mapped_column(String(255), nullable=False) # razón social
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trade_name: Mapped[str | None] = mapped_column(String(255), nullable=True)
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rfc: Mapped[str | None] = mapped_column(String(13), nullable=True, index=True)
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curp: Mapped[str | None] = mapped_column(String(18), nullable=True)
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person_type: Mapped[str | None] = mapped_column(String(10), nullable=True) # fisica | moral
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status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'active'"))
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# Clasificación (múltiple): naviera, aerolinea, transportista_terrestre, ferrocarril,
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# agente_aduanal, agente_carga, agente_corresponsal, almacen, aseguradora, paqueteria, otro
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classifications: Mapped[list | None] = mapped_column(JSON, nullable=True, default=list)
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# ----- Información comercial -----
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services_offered: Mapped[str | None] = mapped_column(Text, nullable=True)
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coverage: Mapped[str | None] = mapped_column(String(20), nullable=True) # nacional | internacional | ambos
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countries: Mapped[list | None] = mapped_column(JSON, nullable=True, default=list)
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ports: Mapped[list | None] = mapped_column(JSON, nullable=True, default=list)
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airports: Mapped[list | None] = mapped_column(JSON, nullable=True, default=list)
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customs: Mapped[list | None] = mapped_column(JSON, nullable=True, default=list) # aduanas
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business_hours: Mapped[str | None] = mapped_column(String(255), nullable=True)
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quote_currency: Mapped[str | None] = mapped_column(String(3), nullable=True)
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avg_response_time: Mapped[str | None] = mapped_column(String(120), nullable=True)
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commercial_notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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email: Mapped[str | None] = mapped_column(String(255), nullable=True)
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phone: Mapped[str | None] = mapped_column(String(40), nullable=True)
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website: Mapped[str | None] = mapped_column(String(255), nullable=True)
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# ----- Información fiscal -----
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tax_regime: Mapped[str | None] = mapped_column(String(120), nullable=True)
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payment_method: Mapped[str | None] = mapped_column(String(60), nullable=True)
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payment_form: Mapped[str | None] = mapped_column(String(60), nullable=True)
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credit_limit: Mapped[Decimal | None] = mapped_column(Numeric(14, 2), nullable=True)
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credit_days: Mapped[int | None] = mapped_column(Integer, nullable=True)
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commercial_terms: Mapped[str | None] = mapped_column(Text, nullable=True)
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# ----- Observaciones y auditoría -----
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notes: Mapped[str | None] = mapped_column(Text, nullable=True) # comentarios generales
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internal_notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
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created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
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updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
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backend/api/v1/modules/crm/suppliers/routes.py
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backend/api/v1/modules/crm/suppliers/routes.py
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from fastapi import APIRouter, Depends, Query, status
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from sqlalchemy.orm import Session
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from core.database import get_core_db
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from core.security import get_current_user
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from . import service
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from .dto import SupplierCreate, SupplierResponse, SupplierUpdate
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router = APIRouter()
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def _user_id(current_user: dict) -> str | None:
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return current_user.get("sub") or current_user.get("id")
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@router.get("/suppliers", response_model=list[SupplierResponse])
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def list_suppliers(
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company_id: int = Query(..., description="Company ID"),
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search: str | None = Query(None, description="Búsqueda por nombre o RFC"),
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supplier_status: str | None = Query(None, alias="status", description="Filtrar por estatus"),
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current_user: dict = Depends(get_current_user),
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db: Session = Depends(get_core_db),
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):
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tenant_id = current_user["tenant_id"]
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return service.get_suppliers(db, tenant_id, company_id, search, supplier_status)
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@router.get("/suppliers/{supplier_id}", response_model=SupplierResponse)
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def get_supplier(
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supplier_id: int,
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company_id: int = Query(..., description="Company ID"),
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current_user: dict = Depends(get_current_user),
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db: Session = Depends(get_core_db),
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):
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tenant_id = current_user["tenant_id"]
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return service.get_supplier(db, supplier_id, tenant_id, company_id)
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@router.post("/suppliers", response_model=SupplierResponse, status_code=status.HTTP_201_CREATED)
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def create_supplier(
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payload: SupplierCreate,
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company_id: int = Query(..., description="Company ID"),
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current_user: dict = Depends(get_current_user),
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db: Session = Depends(get_core_db),
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):
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tenant_id = current_user["tenant_id"]
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return service.create_supplier(db, payload, tenant_id, company_id, _user_id(current_user))
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@router.patch("/suppliers/{supplier_id}", response_model=SupplierResponse)
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def update_supplier(
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supplier_id: int,
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payload: SupplierUpdate,
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company_id: int = Query(..., description="Company ID"),
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current_user: dict = Depends(get_current_user),
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db: Session = Depends(get_core_db),
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):
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tenant_id = current_user["tenant_id"]
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return service.update_supplier(db, supplier_id, payload, tenant_id, company_id, _user_id(current_user))
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@router.delete("/suppliers/{supplier_id}", status_code=status.HTTP_204_NO_CONTENT)
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def delete_supplier(
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supplier_id: int,
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company_id: int = Query(..., description="Company ID"),
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current_user: dict = Depends(get_current_user),
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db: Session = Depends(get_core_db),
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):
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tenant_id = current_user["tenant_id"]
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service.delete_supplier(db, supplier_id, tenant_id, company_id)
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backend/api/v1/modules/crm/suppliers/service.py
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backend/api/v1/modules/crm/suppliers/service.py
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from datetime import datetime, timezone
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from fastapi import HTTPException, status
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from sqlalchemy.orm import Session
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from .dto import SupplierCreate, SupplierUpdate
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from .models import Supplier
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def get_suppliers(
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db: Session,
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tenant_id: int,
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company_id: int,
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search: str | None = None,
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supplier_status: str | None = None,
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) -> list[Supplier]:
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query = db.query(Supplier).filter(
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Supplier.tenant_id == tenant_id,
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Supplier.company_id == company_id,
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Supplier.deleted_at.is_(None),
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)
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if search:
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pattern = f"%{search}%"
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query = query.filter(
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Supplier.name.ilike(pattern)
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| Supplier.trade_name.ilike(pattern)
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| Supplier.rfc.ilike(pattern)
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)
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if supplier_status:
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query = query.filter(Supplier.status == supplier_status)
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return query.order_by(Supplier.name.asc()).all()
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def get_supplier(db: Session, supplier_id: int, tenant_id: int, company_id: int) -> Supplier:
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supplier = (
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db.query(Supplier)
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.filter(
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Supplier.id == supplier_id,
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Supplier.tenant_id == tenant_id,
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Supplier.company_id == company_id,
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Supplier.deleted_at.is_(None),
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)
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.first()
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)
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if not supplier:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Proveedor no encontrado")
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return supplier
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def create_supplier(
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db: Session, payload: SupplierCreate, tenant_id: int, company_id: int, user_id: str | None = None
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) -> Supplier:
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supplier = Supplier(
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**payload.model_dump(),
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tenant_id=tenant_id,
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company_id=company_id,
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created_by=user_id,
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updated_by=user_id,
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)
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db.add(supplier)
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db.commit()
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db.refresh(supplier)
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return supplier
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def update_supplier(
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db: Session,
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supplier_id: int,
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payload: SupplierUpdate,
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tenant_id: int,
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company_id: int,
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user_id: str | None = None,
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) -> Supplier:
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supplier = get_supplier(db, supplier_id, tenant_id, company_id)
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for field, value in payload.model_dump(exclude_unset=True).items():
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setattr(supplier, field, value)
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supplier.updated_by = user_id
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db.commit()
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db.refresh(supplier)
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return supplier
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def delete_supplier(db: Session, supplier_id: int, tenant_id: int, company_id: int) -> None:
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supplier = get_supplier(db, supplier_id, tenant_id, company_id)
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supplier.deleted_at = datetime.now(timezone.utc)
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db.commit()
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