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>
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Aduanasoft
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backend/seed_crm.py
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270
backend/seed_crm.py
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"""Seed de datos para el CRM en desarrollo.
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Idempotente: se puede correr varias veces sin duplicar. Puebla:
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1. Tenant dev (core.tenants id=1) — requerido por la FK tenant_id de las tablas crm.
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2. Embudo por defecto "Ventas" + 6 etapas (catálogo del pipeline).
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3. Datos de ejemplo: cuentas, contactos, prospectos, oportunidades y actividades.
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Ejecutar dentro del contenedor backend:
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docker compose exec backend python seed_crm.py
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Los datos usan valores dummy (RFC XAXX010101000, etc.); no incluir datos reales.
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"""
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from datetime import datetime, timedelta, timezone
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from api.v1.modules.core.tenants.models import Tenant, TenantType
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from api.v1.modules.crm.accounts.models import Account
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from api.v1.modules.crm.activities.models import Activity
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from api.v1.modules.crm.addresses.models import Address
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from api.v1.modules.crm.contacts.models import Contact
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from api.v1.modules.crm.documents.models import Document
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from api.v1.modules.crm.leads.models import Lead
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from api.v1.modules.crm.opportunities.models import Opportunity
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from api.v1.modules.crm.pipelines.models import Pipeline, PipelineStage
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from api.v1.modules.crm.suppliers.models import Supplier
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from core.database import CoreSessionLocal
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# Deben coincidir con DEV_LOCAL_AUTH_TENANT_ID / DEV_LOCAL_AUTH_COMPANY_ID
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TENANT_ID = 1
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COMPANY_ID = 1
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RFC_DUMMY = "XAXX010101000" # RFC genérico dummy (política de datos)
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STAGE_DEFS = [
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# (nombre, probabilidad, is_won, is_lost)
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("Prospecto", 10, False, False),
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("Contactado", 25, False, False),
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("Propuesta", 50, False, False),
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("Negociación", 75, False, False),
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("Ganada", 100, True, False),
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("Perdida", 0, False, True),
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]
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def ensure_tenant(db) -> Tenant:
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tenant = db.query(Tenant).filter(Tenant.id == TENANT_ID).first()
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if tenant:
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print(f"• Tenant id={TENANT_ID} ya existe ({tenant.name})")
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return tenant
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tenant = Tenant(
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id=TENANT_ID,
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name="Aduanasoft (dev)",
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slug="dev",
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keycloak_realm="master",
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type=TenantType.SHARED,
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is_active=True,
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)
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db.add(tenant)
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db.commit()
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# Alinear la secuencia para que futuros inserts no colisionen con el id explícito
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db.execute(
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__import__("sqlalchemy").text(
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"SELECT setval('core.tenants_id_seq', (SELECT MAX(id) FROM core.tenants))"
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)
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)
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db.commit()
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print(f"✓ Tenant dev creado (id={TENANT_ID})")
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return tenant
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def ensure_pipeline(db):
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pipeline = (
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db.query(Pipeline)
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.filter(
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Pipeline.tenant_id == TENANT_ID,
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Pipeline.company_id == COMPANY_ID,
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Pipeline.deleted_at.is_(None),
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)
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.first()
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)
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if pipeline:
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stages = (
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db.query(PipelineStage)
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.filter(
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PipelineStage.pipeline_id == pipeline.id,
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PipelineStage.deleted_at.is_(None),
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)
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.order_by(PipelineStage.position.asc())
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.all()
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)
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print(f"• Embudo '{pipeline.name}' ya existe ({len(stages)} etapas)")
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return pipeline, stages
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pipeline = Pipeline(name="Ventas", is_default=True, tenant_id=TENANT_ID, company_id=COMPANY_ID)
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db.add(pipeline)
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db.flush()
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stages = []
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for position, (name, probability, is_won, is_lost) in enumerate(STAGE_DEFS):
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stage = PipelineStage(
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pipeline_id=pipeline.id,
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name=name,
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position=position,
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probability=probability,
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is_won=is_won,
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is_lost=is_lost,
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tenant_id=TENANT_ID,
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company_id=COMPANY_ID,
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)
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db.add(stage)
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stages.append(stage)
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db.commit()
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for stage in stages:
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db.refresh(stage)
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print(f"✓ Embudo 'Ventas' + {len(stages)} etapas creados")
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return pipeline, stages
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def seed_sample_data(db, pipeline, stages) -> None:
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has_accounts = (
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db.query(Account)
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.filter(
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Account.tenant_id == TENANT_ID,
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Account.company_id == COMPANY_ID,
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Account.deleted_at.is_(None),
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)
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.first()
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)
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if has_accounts:
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print("• Ya existen cuentas; se omiten los datos de ejemplo")
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return
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accounts_data = [
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dict(name="Maquiladora del Norte SA de CV", trade_name="MaqNorte", rfc=RFC_DUMMY,
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account_type="immex", status="active", city="Tijuana", state="Baja California",
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email="contacto@ejemplo.mx", phone="6640000000"),
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dict(name="Importadora Pacífico SA de CV", trade_name="ImpPacífico", rfc=RFC_DUMMY,
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account_type="importador", status="active", city="Manzanillo", state="Colima"),
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dict(name="Agencia Aduanal López y Asociados", account_type="agencia_aduanal",
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patente_aduanal="0000", status="active", city="Nuevo Laredo", state="Tamaulipas"),
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dict(name="Transportes Frontera", account_type="transportista", status="prospect",
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city="Ciudad Juárez", state="Chihuahua"),
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]
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accounts = [Account(**d, tenant_id=TENANT_ID, company_id=COMPANY_ID) for d in accounts_data]
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db.add_all(accounts)
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db.flush()
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contacts_data = [
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dict(account=accounts[0], first_name="María", last_name="Pérez",
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job_title="Gerente de Comercio Exterior", email="maria@ejemplo.mx",
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phone="6640000001", is_primary=True),
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dict(account=accounts[1], first_name="Jorge", last_name="Ramírez",
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job_title="Director de Logística", email="jorge@ejemplo.mx", is_primary=True),
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dict(account=accounts[2], first_name="Luis", last_name="López",
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job_title="Agente Aduanal", email="luis@ejemplo.mx", is_primary=True),
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]
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for d in contacts_data:
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account = d.pop("account")
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db.add(Contact(**d, account_id=account.id, tenant_id=TENANT_ID, company_id=COMPANY_ID))
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leads_data = [
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dict(name="Interés en módulo de pedimentos", company_name="Comercializadora Bajío",
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contact_name="Ana Torres", email="ana@ejemplo.mx", source="web", status="new",
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estimated_value=45000),
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dict(name="Demo solicitada Anexo 24", company_name="Ensambles del Golfo",
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contact_name="Pedro Gómez", source="evento", status="contacted",
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estimated_value=80000),
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]
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for d in leads_data:
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db.add(Lead(**d, tenant_id=TENANT_ID, company_id=COMPANY_ID))
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open_stages = [s for s in stages if not s.is_won and not s.is_lost] or stages
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opportunities_data = [
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dict(name="Licencia Anexo 76 - MaqNorte", account=accounts[0], amount=150000, stage=open_stages[0]),
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dict(name="Suite completa - Importadora Pacífico", account=accounts[1], amount=320000, stage=open_stages[min(1, len(open_stages) - 1)]),
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dict(name="Módulo de saldos - López y Asociados", account=accounts[2], amount=90000, stage=open_stages[min(2, len(open_stages) - 1)]),
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dict(name="Renovación anual - MaqNorte", account=accounts[0], amount=60000, stage=open_stages[min(3, len(open_stages) - 1)]),
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]
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for d in opportunities_data:
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account = d.pop("account")
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stage = d.pop("stage")
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db.add(Opportunity(
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**d, account_id=account.id, pipeline_id=pipeline.id, stage_id=stage.id,
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probability=stage.probability, currency="MXN", status="open",
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tenant_id=TENANT_ID, company_id=COMPANY_ID,
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))
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now = datetime.now(timezone.utc)
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activities_data = [
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dict(activity_type="call", subject="Llamada de seguimiento MaqNorte", status="pending",
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due_date=now + timedelta(days=1), account=accounts[0]),
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dict(activity_type="meeting", subject="Demo Importadora Pacífico", status="pending",
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due_date=now + timedelta(days=3), account=accounts[1]),
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dict(activity_type="task", subject="Enviar cotización a López y Asociados",
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status="completed", completed_at=now, account=accounts[2]),
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]
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for d in activities_data:
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account = d.pop("account")
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db.add(Activity(**d, account_id=account.id, tenant_id=TENANT_ID, company_id=COMPANY_ID))
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db.commit()
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print("✓ Datos de ejemplo: 4 cuentas, 3 contactos, 2 prospectos, 4 oportunidades, 3 actividades")
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def seed_suppliers_and_related(db) -> None:
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"""Proveedores + direcciones/documentos/contactos (clientes y proveedores)."""
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if db.query(Supplier).filter(Supplier.tenant_id == TENANT_ID, Supplier.company_id == COMPANY_ID, Supplier.deleted_at.is_(None)).first():
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print("• Ya existen proveedores; se omite el seed de catálogos")
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return
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suppliers_data = [
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dict(name="Naviera del Golfo SA de CV", trade_name="NavGolfo", rfc=RFC_DUMMY,
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classifications=["naviera", "agente_carga"], coverage="internacional",
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countries=["MX", "US", "PA"], ports=["Veracruz", "Manzanillo"],
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quote_currency="USD", status="active"),
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dict(name="Agencia Aduanal Reyes y Asociados", rfc=RFC_DUMMY,
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classifications=["agente_aduanal"], coverage="nacional",
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customs=["Nuevo Laredo", "Colombia"], status="active"),
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]
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suppliers = [Supplier(**d, tenant_id=TENANT_ID, company_id=COMPANY_ID) for d in suppliers_data]
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db.add_all(suppliers)
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db.flush()
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first_account = (
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db.query(Account)
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.filter(Account.tenant_id == TENANT_ID, Account.company_id == COMPANY_ID, Account.deleted_at.is_(None))
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.order_by(Account.id.asc())
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.first()
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)
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# Direcciones (múltiples): proveedor + cliente
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db.add(Address(supplier_id=suppliers[0].id, address_type="oficina", street="Malecón 100",
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neighborhood="Centro", postal_code="91700", city="Veracruz", state="Veracruz",
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is_primary=True, tenant_id=TENANT_ID, company_id=COMPANY_ID))
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if first_account:
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db.add(Address(account_id=first_account.id, address_type="fiscal", street="Blvd. Industrial 500",
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neighborhood="Otay", postal_code="22000", city="Tijuana", state="Baja California",
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is_primary=True, tenant_id=TENANT_ID, company_id=COMPANY_ID))
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db.add(Address(account_id=first_account.id, address_type="bodega", street="Camino a la Presa 12",
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city="Tijuana", state="Baja California", tenant_id=TENANT_ID, company_id=COMPANY_ID))
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# Documentos
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db.add(Document(supplier_id=suppliers[0].id, doc_type="constancia_fiscal",
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name="Constancia de Situación Fiscal - NavGolfo", tenant_id=TENANT_ID, company_id=COMPANY_ID))
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if first_account:
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db.add(Document(account_id=first_account.id, doc_type="acta_constitutiva",
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name="Acta Constitutiva - MaqNorte", tenant_id=TENANT_ID, company_id=COMPANY_ID))
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# Contacto de proveedor (con área y flags)
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db.add(Contact(supplier_id=suppliers[0].id, first_name="Rosa", last_name="Díaz", area="Ventas",
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job_title="Ejecutiva de cuenta", email="rosa@ejemplo.mx", phone="2290000000",
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is_primary=True, receives_quotes=True, tenant_id=TENANT_ID, company_id=COMPANY_ID))
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db.commit()
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print("✓ 2 proveedores, 3 direcciones, 2 documentos y 1 contacto de proveedor")
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def main() -> None:
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db = CoreSessionLocal()
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try:
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ensure_tenant(db)
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pipeline, stages = ensure_pipeline(db)
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seed_sample_data(db, pipeline, stages)
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seed_suppliers_and_related(db)
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print("\nSeed CRM completado.")
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finally:
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db.close()
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if __name__ == "__main__":
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main()
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