feat(crm): Expediente — referencia única de trazabilidad del trámite (Fase D)

- Tabla crm.cases (expediente) con folio EXP2026-08-001 (next_folio entidad EXP,
  sin dirección). Nace al crear la Oportunidad y se hereda vía case_id a
  solicitud → cotización → operación → factura. advance_stage solo avanza.
- case_id (FK a crm.cases) en crm.opportunities/service_requests/quotes,
  ops.shipments y fin.invoices; propagación en sus create_*. Migración
  d4e5f6a7b8c9 reversible.
- Endpoints GET /v1/crm/cases, /cases/{id}, /cases/by-ref/{ref} con timeline
  (historia completa para UI y otros sistemas).
- Frontend: casesAPI, ruta /dashboard/crm/expedientes (lista + timeline vertical),
  chip "📁 Expediente" en solicitud/cotización, "Expedientes" en el sidebar.
- Consecutivo de folios sin tope (soporta >10,000,000/mes).
- 4 pruebas de expediente (minteo, propagación, timeline, no-retroceso). Suite en verde (113).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

backend/alembic/versions/a0b1c2d3e4f5_quote_settings_and_pdf.py

@@ -0,0 +1,60 @@
+"""crm quote_settings (marca por tenant) + quotes.pdf_file_key
+
+Revision ID: a0b1c2d3e4f5
+Revises: f8a9b0c1d2e3
+Create Date: 2026-07-29 00:00:00.000000
+
+PDF de cotización con formato maestro + branding por tenant + envío por correo.
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "a0b1c2d3e4f5"
+down_revision: Union[str, None] = "f8a9b0c1d2e3"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+SCHEMA = "crm"
+
+
+def upgrade() -> None:
+    op.add_column("quotes", sa.Column("pdf_file_key", sa.String(length=512), nullable=True), schema=SCHEMA)
+
+    op.create_table(
+        "quote_settings",
+        sa.Column("id", sa.Integer(), nullable=False),
+        sa.Column("emitter_name", sa.String(length=255), nullable=True),
+        sa.Column("emitter_rfc", sa.String(length=13), nullable=True),
+        sa.Column("emitter_address", sa.Text(), nullable=True),
+        sa.Column("emitter_phone", sa.String(length=60), nullable=True),
+        sa.Column("emitter_email", sa.String(length=255), nullable=True),
+        sa.Column("emitter_website", sa.String(length=255), nullable=True),
+        sa.Column("logo_file_key", sa.String(length=512), nullable=True),
+        sa.Column("accent_color", sa.String(length=9), nullable=True, server_default=sa.text("'#2f6bf0'")),
+        sa.Column("quote_prefix", sa.String(length=12), nullable=True, server_default=sa.text("'COT'")),
+        sa.Column("default_terms", sa.Text(), nullable=True),
+        sa.Column("footer_note", sa.Text(), nullable=True),
+        sa.Column("tenant_id", sa.Integer(), nullable=False),
+        sa.Column("company_id", sa.Integer(), nullable=False),
+        sa.Column("created_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
+        sa.Column("updated_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
+        sa.Column("deleted_at", sa.DateTime(), nullable=True),
+        sa.PrimaryKeyConstraint("id"),
+        sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
+        schema=SCHEMA,
+    )
+    op.create_index("ix_crm_quote_settings_id", "quote_settings", ["id"], schema=SCHEMA)
+    op.create_index("ix_crm_quote_settings_tenant_id", "quote_settings", ["tenant_id"], schema=SCHEMA)
+    op.create_index("ix_crm_quote_settings_company_id", "quote_settings", ["company_id"], schema=SCHEMA)
+    # Una configuración por compañía
+    op.create_index(
+        "uq_crm_quote_settings_company", "quote_settings", ["tenant_id", "company_id"],
+        unique=True, schema=SCHEMA, postgresql_where=sa.text("deleted_at IS NULL"),
+    )
+
+
+def downgrade() -> None:
+    op.drop_table("quote_settings", schema=SCHEMA)
+    op.drop_column("quotes", "pdf_file_key", schema=SCHEMA)

backend/alembic/versions/b1c2d3e4f5a6_service_request_quote_fields.py

@@ -0,0 +1,158 @@
+"""Campos del documento maestro de cotización en la solicitud + folios del ciclo comercial
+
+Revision ID: b1c2d3e4f5a6
+Revises: a0b1c2d3e4f5
+Create Date: 2026-08-03 00:00:00.000000
+
+Amplía crm.service_requests con los campos que exige el documento maestro de
+cotización, agrega los back-links y la dirección impo/expo del ciclo
+Oportunidad→Solicitud→Cotización→Operación, y crea crm.folio_counters para los
+folios auto-generados ({LETRA}{AAAA}-{MM}-{NNN}-{DIR}).
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "b1c2d3e4f5a6"
+down_revision: Union[str, None] = "a0b1c2d3e4f5"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+SCHEMA = "crm"
+
+# Columnas nuevas de crm.service_requests (nombre, tipo, kwargs).
+_SR_COLUMNS = [
+    ("contact_id", sa.Integer(), {}),
+    ("request_date", sa.Date(), {}),
+    ("currency", sa.String(length=3), {}),
+    ("priority", sa.String(length=20), {}),
+    ("origin_country", sa.String(length=3), {}),
+    ("origin_city", sa.String(length=120), {}),
+    ("origin_port", sa.String(length=20), {}),
+    ("destination_country", sa.String(length=3), {}),
+    ("destination_city", sa.String(length=120), {}),
+    ("destination_port", sa.String(length=20), {}),
+    ("pickup_location", sa.String(length=255), {}),
+    ("delivery_location", sa.String(length=255), {}),
+    ("estimated_shipment_date", sa.Date(), {}),
+    ("cargo_value", sa.Numeric(14, 2), {}),
+    ("insurance_required", sa.Boolean(), {"server_default": sa.text("false")}),
+    ("hs_code", sa.String(length=20), {}),
+    ("goods_origin_country", sa.String(length=3), {}),
+    ("hazardous_imo", sa.Boolean(), {"server_default": sa.text("false")}),
+    ("refrigerated", sa.Boolean(), {"server_default": sa.text("false")}),
+    ("stackable", sa.Boolean(), {"server_default": sa.text("false")}),
+    ("pieces_count", sa.Integer(), {}),
+    ("boxes_count", sa.Integer(), {}),
+    ("pallets_count", sa.Integer(), {}),
+    ("net_weight", sa.Numeric(14, 3), {}),
+    ("length_cm", sa.Numeric(10, 2), {}),
+    ("width_cm", sa.Numeric(10, 2), {}),
+    ("height_cm", sa.Numeric(10, 2), {}),
+    ("measurement_unit", sa.String(length=20), {}),
+    ("container_count", sa.Integer(), {}),
+    ("packaging_type", sa.String(length=20), {}),
+    ("oversized", sa.Boolean(), {"server_default": sa.text("false")}),
+    ("weight_per_pallet", sa.Numeric(14, 3), {}),
+    ("volume_per_pallet", sa.Numeric(14, 3), {}),
+    ("additional_services", sa.JSON(), {}),
+    ("payment_method", sa.String(length=20), {}),
+    ("client_notes", sa.Text(), {}),
+    ("internal_notes", sa.Text(), {}),
+]
+
+
+def upgrade() -> None:
+    # ----- crm.service_requests: campos del documento maestro de cotización -----
+    for name, col_type, kwargs in _SR_COLUMNS:
+        nullable = "server_default" not in kwargs  # los boolean quedan NOT NULL con default false
+        op.add_column(
+            "service_requests",
+            sa.Column(name, col_type, nullable=nullable, **kwargs),
+            schema=SCHEMA,
+        )
+    op.create_foreign_key(
+        "fk_crm_service_requests_contact_id", "service_requests", "contacts",
+        ["contact_id"], ["id"], source_schema=SCHEMA, referent_schema=SCHEMA,
+    )
+    op.create_index(
+        "ix_crm_service_requests_contact_id", "service_requests", ["contact_id"], schema=SCHEMA
+    )
+
+    # ----- crm.documents: adjuntos de una solicitud -----
+    op.add_column(
+        "documents", sa.Column("service_request_id", sa.Integer(), nullable=True), schema=SCHEMA
+    )
+    op.create_foreign_key(
+        "fk_crm_documents_service_request_id", "documents", "service_requests",
+        ["service_request_id"], ["id"], source_schema=SCHEMA, referent_schema=SCHEMA,
+    )
+    op.create_index(
+        "ix_crm_documents_service_request_id", "documents", ["service_request_id"], schema=SCHEMA
+    )
+
+    # ----- crm.opportunities: dirección impo/expo + folio + back-link a la solicitud -----
+    op.add_column("opportunities", sa.Column("operation_type", sa.String(length=20), nullable=True), schema=SCHEMA)
+    op.add_column("opportunities", sa.Column("reference", sa.String(length=40), nullable=True), schema=SCHEMA)
+    op.add_column(
+        "opportunities",
+        sa.Column("converted_service_request_id", sa.Integer(), nullable=True),
+        schema=SCHEMA,
+    )
+    op.create_foreign_key(
+        "fk_crm_opportunities_converted_sr", "opportunities", "service_requests",
+        ["converted_service_request_id"], ["id"], source_schema=SCHEMA, referent_schema=SCHEMA,
+    )
+    op.create_index(
+        "ix_crm_opportunities_reference", "opportunities", ["reference"], schema=SCHEMA
+    )
+
+    # ----- crm.quotes: variante FCL/LCL para la comparación "Ambas" -----
+    op.add_column("quotes", sa.Column("load_type", sa.String(length=10), nullable=True), schema=SCHEMA)
+
+    # ----- crm.folio_counters: consecutivo mensual por compañía y entidad -----
+    op.create_table(
+        "folio_counters",
+        sa.Column("id", sa.Integer(), nullable=False),
+        sa.Column("entity", sa.String(length=4), nullable=False),
+        sa.Column("period", sa.String(length=7), nullable=False),
+        sa.Column("last_number", sa.Integer(), nullable=False, server_default=sa.text("0")),
+        sa.Column("tenant_id", sa.Integer(), nullable=False),
+        sa.Column("company_id", sa.Integer(), nullable=False),
+        sa.Column("created_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
+        sa.Column("updated_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
+        sa.PrimaryKeyConstraint("id"),
+        sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
+        sa.UniqueConstraint(
+            "tenant_id", "company_id", "entity", "period", name="uq_crm_folio_counters_scope"
+        ),
+        schema=SCHEMA,
+    )
+    op.create_index("ix_crm_folio_counters_id", "folio_counters", ["id"], schema=SCHEMA)
+    op.create_index("ix_crm_folio_counters_tenant_id", "folio_counters", ["tenant_id"], schema=SCHEMA)
+    op.create_index("ix_crm_folio_counters_company_id", "folio_counters", ["company_id"], schema=SCHEMA)
+
+
+def downgrade() -> None:
+    op.drop_index("ix_crm_folio_counters_company_id", table_name="folio_counters", schema=SCHEMA)
+    op.drop_index("ix_crm_folio_counters_tenant_id", table_name="folio_counters", schema=SCHEMA)
+    op.drop_index("ix_crm_folio_counters_id", table_name="folio_counters", schema=SCHEMA)
+    op.drop_table("folio_counters", schema=SCHEMA)
+
+    op.drop_column("quotes", "load_type", schema=SCHEMA)
+
+    op.drop_index("ix_crm_opportunities_reference", table_name="opportunities", schema=SCHEMA)
+    op.drop_constraint("fk_crm_opportunities_converted_sr", "opportunities", schema=SCHEMA, type_="foreignkey")
+    op.drop_column("opportunities", "converted_service_request_id", schema=SCHEMA)
+    op.drop_column("opportunities", "reference", schema=SCHEMA)
+    op.drop_column("opportunities", "operation_type", schema=SCHEMA)
+
+    op.drop_index("ix_crm_documents_service_request_id", table_name="documents", schema=SCHEMA)
+    op.drop_constraint("fk_crm_documents_service_request_id", "documents", schema=SCHEMA, type_="foreignkey")
+    op.drop_column("documents", "service_request_id", schema=SCHEMA)
+
+    op.drop_index("ix_crm_service_requests_contact_id", table_name="service_requests", schema=SCHEMA)
+    op.drop_constraint("fk_crm_service_requests_contact_id", "service_requests", schema=SCHEMA, type_="foreignkey")
+    for name, _col_type, _kwargs in reversed(_SR_COLUMNS):
+        op.drop_column("service_requests", name, schema=SCHEMA)

backend/alembic/versions/c2d3e4f5a6b7_service_request_additional_service_costs.py

@@ -0,0 +1,33 @@
+"""Costo estimado por servicio adicional en la solicitud de servicio
+
+Revision ID: c2d3e4f5a6b7
+Revises: b1c2d3e4f5a6
+Create Date: 2026-08-04 00:00:00.000000
+
+Agrega crm.service_requests.additional_service_costs (JSON: {codigo_servicio: costo})
+para capturar el costo estimado de cada servicio adicional marcado; ese costo se
+usa como punto de partida al sembrar los conceptos de la cotización.
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "c2d3e4f5a6b7"
+down_revision: Union[str, None] = "b1c2d3e4f5a6"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+SCHEMA = "crm"
+
+
+def upgrade() -> None:
+    op.add_column(
+        "service_requests",
+        sa.Column("additional_service_costs", sa.JSON(), nullable=True),
+        schema=SCHEMA,
+    )
+
+
+def downgrade() -> None:
+    op.drop_column("service_requests", "additional_service_costs", schema=SCHEMA)

backend/alembic/versions/d3e4f5a6b7c8_session_fixes_accounts_forma_pago.py

@@ -0,0 +1,56 @@
+"""Ajustes de sesión: país ISO-3 en accounts, giro "otro" y formas de pago SAT a 2 dígitos
+
+Revision ID: d3e4f5a6b7c8
+Revises: c2d3e4f5a6b7
+Create Date: 2026-08-04 01:00:00.000000
+
+- crm.accounts.country String(2)→String(3) (ISO alfa-3, alineado a catálogo pais).
+- crm.accounts.industry_other (especificar cuando el giro es "otro").
+- Normaliza formas de pago SAT de 1 dígito a 2 (01, 02, …) en el catálogo y en
+  los valores guardados en accounts/suppliers; y país 'MX'→'MEX'.
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "d3e4f5a6b7c8"
+down_revision: Union[str, None] = "c2d3e4f5a6b7"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+SCHEMA = "crm"
+
+
+def upgrade() -> None:
+    # País a ISO alfa-3 en accounts (addresses ya es String(3)).
+    # Primero se amplía la columna; luego se normaliza el dato (evita truncamiento).
+    op.alter_column(
+        "accounts", "country", schema=SCHEMA,
+        existing_type=sa.String(length=2), type_=sa.String(length=3),
+        existing_nullable=True, server_default=sa.text("'MEX'"),
+    )
+    op.execute("UPDATE crm.accounts SET country = 'MEX' WHERE country = 'MX'")
+    op.execute("UPDATE crm.addresses SET country = 'MEX' WHERE country = 'MX'")
+    # Giro "otro" — campo para especificar
+    op.add_column("accounts", sa.Column("industry_other", sa.String(length=120), nullable=True), schema=SCHEMA)
+
+    # Formas de pago SAT: 1 dígito → 2 dígitos (catálogo + valores guardados)
+    op.execute(
+        "UPDATE crm.catalog_items SET code = lpad(code, 2, '0') "
+        "WHERE catalog = 'forma_pago' AND char_length(code) = 1"
+    )
+    op.execute("UPDATE crm.accounts SET payment_form = lpad(payment_form, 2, '0') WHERE char_length(payment_form) = 1")
+    op.execute("UPDATE crm.suppliers SET payment_form = lpad(payment_form, 2, '0') WHERE char_length(payment_form) = 1")
+
+
+def downgrade() -> None:
+    op.drop_column("accounts", "industry_other", schema=SCHEMA)
+    # Regresar país a String(2) sin truncar filas existentes
+    op.execute("UPDATE crm.accounts SET country = 'MX' WHERE country = 'MEX'")
+    op.alter_column(
+        "accounts", "country", schema=SCHEMA,
+        existing_type=sa.String(length=3), type_=sa.String(length=2),
+        existing_nullable=True, server_default=sa.text("'MX'"),
+    )
+    # La normalización de formas de pago no se revierte (evita romper códigos multi-dígito).

backend/alembic/versions/d4e5f6a7b8c9_case_expediente.py

@@ -0,0 +1,75 @@
+"""Expediente (crm.cases) + case_id en el ciclo comercial
+
+Revision ID: d4e5f6a7b8c9
+Revises: f0a1b2c3d4e5
+Create Date: 2026-08-07 02:00:00.000000
+
+Crea crm.cases (expediente, hilo maestro con folio EXP...) y agrega case_id a
+crm.opportunities/service_requests/quotes, ops.shipments y fin.invoices.
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "d4e5f6a7b8c9"
+down_revision: Union[str, None] = "f0a1b2c3d4e5"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+# (schema, tabla) donde se agrega case_id
+_CASE_FK_TABLES = [
+    ("crm", "opportunities"),
+    ("crm", "service_requests"),
+    ("crm", "quotes"),
+    ("ops", "shipments"),
+    ("fin", "invoices"),
+]
+
+
+def upgrade() -> None:
+    op.create_table(
+        "cases",
+        sa.Column("id", sa.Integer(), nullable=False),
+        sa.Column("reference", sa.String(length=40), nullable=True),
+        sa.Column("account_id", sa.Integer(), nullable=True),
+        sa.Column("title", sa.String(length=255), nullable=True),
+        sa.Column("stage", sa.String(length=20), nullable=False, server_default=sa.text("'oportunidad'")),
+        sa.Column("status", sa.String(length=20), nullable=False, server_default=sa.text("'abierto'")),
+        sa.Column("created_by", sa.String(length=64), nullable=True),
+        sa.Column("updated_by", sa.String(length=64), nullable=True),
+        sa.Column("tenant_id", sa.Integer(), nullable=False),
+        sa.Column("company_id", sa.Integer(), nullable=False),
+        sa.Column("created_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
+        sa.Column("updated_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
+        sa.Column("deleted_at", sa.DateTime(), nullable=True),
+        sa.PrimaryKeyConstraint("id"),
+        sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
+        sa.ForeignKeyConstraint(["account_id"], ["crm.accounts.id"]),
+        schema="crm",
+    )
+    op.create_index("ix_crm_cases_id", "cases", ["id"], schema="crm")
+    op.create_index("ix_crm_cases_reference", "cases", ["reference"], schema="crm")
+    op.create_index("ix_crm_cases_tenant_id", "cases", ["tenant_id"], schema="crm")
+    op.create_index("ix_crm_cases_company_id", "cases", ["company_id"], schema="crm")
+    op.create_index("ix_crm_cases_account_id", "cases", ["account_id"], schema="crm")
+    op.create_index("ix_crm_cases_status", "cases", ["status"], schema="crm")
+
+    for schema, table in _CASE_FK_TABLES:
+        op.add_column(table, sa.Column("case_id", sa.Integer(), nullable=True), schema=schema)
+        op.create_index(f"ix_{schema}_{table}_case_id", table, ["case_id"], schema=schema)
+        op.create_foreign_key(
+            f"fk_{schema}_{table}_case_id", table, "cases",
+            ["case_id"], ["id"], source_schema=schema, referent_schema="crm",
+        )
+
+
+def downgrade() -> None:
+    for schema, table in _CASE_FK_TABLES:
+        op.drop_constraint(f"fk_{schema}_{table}_case_id", table, schema=schema, type_="foreignkey")
+        op.drop_index(f"ix_{schema}_{table}_case_id", table_name=table, schema=schema)
+        op.drop_column(table, "case_id", schema=schema)
+
+    for idx in ("status", "account_id", "company_id", "tenant_id", "reference", "id"):
+        op.drop_index(f"ix_crm_cases_{idx}", table_name="cases", schema="crm")
+    op.drop_table("cases", schema="crm")

backend/alembic/versions/e4f5a6b7c8d9_opportunity_won_lost_dates.py

@@ -0,0 +1,30 @@
+"""Fechas separadas de ganada/perdida en la oportunidad
+
+Revision ID: e4f5a6b7c8d9
+Revises: d3e4f5a6b7c8
+Create Date: 2026-08-04 02:00:00.000000
+
+Agrega crm.opportunities.won_date y lost_date (fechas de cierre separadas,
+editables) además de closed_at y lost_reason ya existentes.
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "e4f5a6b7c8d9"
+down_revision: Union[str, None] = "d3e4f5a6b7c8"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+SCHEMA = "crm"
+
+
+def upgrade() -> None:
+    op.add_column("opportunities", sa.Column("won_date", sa.Date(), nullable=True), schema=SCHEMA)
+    op.add_column("opportunities", sa.Column("lost_date", sa.Date(), nullable=True), schema=SCHEMA)
+
+
+def downgrade() -> None:
+    op.drop_column("opportunities", "lost_date", schema=SCHEMA)
+    op.drop_column("opportunities", "won_date", schema=SCHEMA)

backend/alembic/versions/e6f7a8b9c0d1_crm_catalog_items.py

@@ -0,0 +1,90 @@
+"""crm catalog_items (catálogos de referencia) + columnas nuevas accounts/suppliers
+
+Revision ID: e6f7a8b9c0d1
+Revises: d5e6f7a8b9c0
+Create Date: 2026-07-22 00:00:00.000000
+
+Soporta T2026-07-081 (Clientes/Prospectos) y T2026-07-082 (Proveedores):
+catálogos de referencia SAT/ISO + propios del cliente, y campos faltantes
+(observaciones comerciales, "otro" de medio de contacto y de clasificación).
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "e6f7a8b9c0d1"
+down_revision: Union[str, None] = "d5e6f7a8b9c0"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+SCHEMA = "crm"
+
+
+def upgrade() -> None:
+    # ----- crm.catalog_items -----
+    op.create_table(
+        "catalog_items",
+        sa.Column("id", sa.Integer(), nullable=False),
+        sa.Column("catalog", sa.String(length=60), nullable=False),
+        sa.Column("code", sa.String(length=64), nullable=False),
+        sa.Column("label", sa.String(length=255), nullable=False),
+        sa.Column("parent_catalog", sa.String(length=60), nullable=True),
+        sa.Column("parent_code", sa.String(length=64), nullable=True),
+        # NULL = catálogo global (Aduanasoft); con valor = catálogo del tenant.
+        sa.Column("tenant_id", sa.Integer(), nullable=True),
+        sa.Column("sort_order", sa.Integer(), nullable=False, server_default=sa.text("0")),
+        sa.Column("is_active", sa.Boolean(), nullable=False, server_default=sa.text("true")),
+        sa.Column("is_system", sa.Boolean(), nullable=False, server_default=sa.text("false")),
+        sa.Column("extra", sa.JSON(), nullable=True),
+        sa.Column("created_by", sa.String(length=64), nullable=True),
+        sa.Column("updated_by", sa.String(length=64), nullable=True),
+        sa.Column("created_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
+        sa.Column("updated_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
+        sa.PrimaryKeyConstraint("id"),
+        schema=SCHEMA,
+    )
+    op.create_index("ix_crm_catalog_items_id", "catalog_items", ["id"], schema=SCHEMA)
+    op.create_index("ix_crm_catalog_items_catalog", "catalog_items", ["catalog"], schema=SCHEMA)
+    op.create_index("ix_crm_catalog_items_tenant_id", "catalog_items", ["tenant_id"], schema=SCHEMA)
+    op.create_index(
+        "ix_crm_catalog_items_lookup", "catalog_items", ["catalog", "tenant_id", "is_active"], schema=SCHEMA
+    )
+    # Unicidad de clave por catálogo: global (tenant NULL) y por tenant, separadas.
+    op.create_index(
+        "uq_crm_catalog_items_global",
+        "catalog_items",
+        ["catalog", "code"],
+        unique=True,
+        schema=SCHEMA,
+        postgresql_where=sa.text("tenant_id IS NULL"),
+    )
+    op.create_index(
+        "uq_crm_catalog_items_tenant",
+        "catalog_items",
+        ["catalog", "code", "tenant_id"],
+        unique=True,
+        schema=SCHEMA,
+        postgresql_where=sa.text("tenant_id IS NOT NULL"),
+    )
+
+    # ----- columnas nuevas -----
+    # Clientes/Prospectos: observaciones comerciales + "otro" del medio de contacto.
+    op.add_column("accounts", sa.Column("commercial_observations", sa.Text(), nullable=True), schema=SCHEMA)
+    op.add_column("accounts", sa.Column("preferred_contact_other", sa.String(length=120), nullable=True), schema=SCHEMA)
+    # Proveedores: "otro" de la clasificación múltiple.
+    op.add_column("suppliers", sa.Column("classification_other", sa.String(length=120), nullable=True), schema=SCHEMA)
+
+
+def downgrade() -> None:
+    op.drop_column("suppliers", "classification_other", schema=SCHEMA)
+    op.drop_column("accounts", "preferred_contact_other", schema=SCHEMA)
+    op.drop_column("accounts", "commercial_observations", schema=SCHEMA)
+
+    op.drop_index("uq_crm_catalog_items_tenant", table_name="catalog_items", schema=SCHEMA)
+    op.drop_index("uq_crm_catalog_items_global", table_name="catalog_items", schema=SCHEMA)
+    op.drop_index("ix_crm_catalog_items_lookup", table_name="catalog_items", schema=SCHEMA)
+    op.drop_index("ix_crm_catalog_items_tenant_id", table_name="catalog_items", schema=SCHEMA)
+    op.drop_index("ix_crm_catalog_items_catalog", table_name="catalog_items", schema=SCHEMA)
+    op.drop_index("ix_crm_catalog_items_id", table_name="catalog_items", schema=SCHEMA)
+    op.drop_table("catalog_items", schema=SCHEMA)

backend/alembic/versions/e7f8a9b0c1d2_widen_address_country.py

@@ -0,0 +1,44 @@
+"""ampliar crm.addresses.country a 3 (país ISO alfa-3 del catálogo)
+
+Revision ID: e7f8a9b0c1d2
+Revises: e6f7a8b9c0d1
+Create Date: 2026-07-22 00:30:00.000000
+
+El catálogo de País usa códigos ISO 3166 alfa-3 (MEX, USA, …). La columna
+addresses.country era String(2); se amplía a String(3) para almacenarlos.
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "e7f8a9b0c1d2"
+down_revision: Union[str, None] = "e6f7a8b9c0d1"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+SCHEMA = "crm"
+
+
+def upgrade() -> None:
+    op.alter_column(
+        "addresses", "country",
+        type_=sa.String(length=3),
+        existing_type=sa.String(length=2),
+        existing_nullable=True,
+        server_default=sa.text("'MEX'"),
+        schema=SCHEMA,
+    )
+
+
+def downgrade() -> None:
+    # Trunca a 2 chars por si hay códigos alfa-3 guardados (rollback de dev).
+    op.execute("UPDATE crm.addresses SET country = left(country, 2) WHERE length(country) > 2")
+    op.alter_column(
+        "addresses", "country",
+        type_=sa.String(length=2),
+        existing_type=sa.String(length=3),
+        existing_nullable=True,
+        server_default=sa.text("'MX'"),
+        schema=SCHEMA,
+    )

backend/alembic/versions/f0a1b2c3d4e5_lead_preferred_contact_method.py

@@ -0,0 +1,25 @@
+"""Medio de contacto preferido en el prospecto (lead)
+
+Revision ID: f0a1b2c3d4e5
+Revises: e4f5a6b7c8d9
+Create Date: 2026-08-07 01:00:00.000000
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "f0a1b2c3d4e5"
+down_revision: Union[str, None] = "e4f5a6b7c8d9"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+SCHEMA = "crm"
+
+
+def upgrade() -> None:
+    op.add_column("leads", sa.Column("preferred_contact_method", sa.String(length=20), nullable=True), schema=SCHEMA)
+
+
+def downgrade() -> None:
+    op.drop_column("leads", "preferred_contact_method", schema=SCHEMA)

backend/alembic/versions/f8a9b0c1d2e3_crm_rates.py

@@ -0,0 +1,131 @@
+"""crm rates: tarifarios (rate_sheets/lanes/breaks/charges)
+
+Revision ID: f8a9b0c1d2e3
+Revises: e7f8a9b0c1d2
+Create Date: 2026-07-27 00:00:00.000000
+
+Módulo Tarifario: base de costos para Cotizaciones (import por Excel + motor de costeo).
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+revision: str = "f8a9b0c1d2e3"
+down_revision: Union[str, None] = "e7f8a9b0c1d2"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+SCHEMA = "crm"
+
+
+def _scoped() -> list[sa.Column]:
+    return [
+        sa.Column("tenant_id", sa.Integer(), nullable=False),
+        sa.Column("company_id", sa.Integer(), nullable=False),
+        sa.Column("created_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
+        sa.Column("updated_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
+        sa.Column("deleted_at", sa.DateTime(), nullable=True),
+    ]
+
+
+def _idx(table: str) -> None:
+    op.create_index(f"ix_{SCHEMA}_{table}_id", table, ["id"], schema=SCHEMA)
+    op.create_index(f"ix_{SCHEMA}_{table}_tenant_id", table, ["tenant_id"], schema=SCHEMA)
+    op.create_index(f"ix_{SCHEMA}_{table}_company_id", table, ["company_id"], schema=SCHEMA)
+
+
+def upgrade() -> None:
+    # ----- rate_sheets -----
+    op.create_table(
+        "rate_sheets",
+        sa.Column("id", sa.Integer(), nullable=False),
+        sa.Column("supplier_id", sa.Integer(), nullable=True),
+        sa.Column("mode", sa.String(length=20), nullable=False),
+        sa.Column("name", sa.String(length=255), nullable=False),
+        sa.Column("currency", sa.String(length=3), nullable=True, server_default=sa.text("'USD'")),
+        sa.Column("valid_from", sa.Date(), nullable=True),
+        sa.Column("valid_to", sa.Date(), nullable=True),
+        sa.Column("default_origin", sa.String(length=20), nullable=True),
+        sa.Column("status", sa.String(length=20), nullable=False, server_default=sa.text("'borrador'")),
+        sa.Column("source_file", sa.String(length=512), nullable=True),
+        sa.Column("source_url", sa.String(length=1024), nullable=True),
+        sa.Column("notes", sa.Text(), nullable=True),
+        sa.Column("created_by", sa.String(length=64), nullable=True),
+        sa.Column("updated_by", sa.String(length=64), nullable=True),
+        *_scoped(),
+        sa.PrimaryKeyConstraint("id"),
+        sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
+        sa.ForeignKeyConstraint(["supplier_id"], [f"{SCHEMA}.suppliers.id"]),
+        schema=SCHEMA,
+    )
+    _idx("rate_sheets")
+    op.create_index("ix_crm_rate_sheets_mode", "rate_sheets", ["mode"], schema=SCHEMA)
+    op.create_index("ix_crm_rate_sheets_supplier_id", "rate_sheets", ["supplier_id"], schema=SCHEMA)
+
+    # ----- rate_lanes -----
+    op.create_table(
+        "rate_lanes",
+        sa.Column("id", sa.Integer(), nullable=False),
+        sa.Column("rate_sheet_id", sa.Integer(), nullable=False),
+        sa.Column("origin", sa.String(length=20), nullable=True),
+        sa.Column("destination", sa.String(length=20), nullable=True),
+        sa.Column("region", sa.String(length=60), nullable=True),
+        sa.Column("equipment_type", sa.String(length=20), nullable=True),
+        sa.Column("rate_unit", sa.String(length=20), nullable=True),
+        sa.Column("min_charge", sa.Numeric(precision=14, scale=4), nullable=True),
+        sa.Column("flat_rate", sa.Numeric(precision=14, scale=4), nullable=True),
+        sa.Column("transit_days", sa.Integer(), nullable=True),
+        sa.Column("notes", sa.Text(), nullable=True),
+        *_scoped(),
+        sa.PrimaryKeyConstraint("id"),
+        sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
+        sa.ForeignKeyConstraint(["rate_sheet_id"], [f"{SCHEMA}.rate_sheets.id"]),
+        schema=SCHEMA,
+    )
+    _idx("rate_lanes")
+    op.create_index("ix_crm_rate_lanes_rate_sheet_id", "rate_lanes", ["rate_sheet_id"], schema=SCHEMA)
+    op.create_index("ix_crm_rate_lanes_origin", "rate_lanes", ["origin"], schema=SCHEMA)
+    op.create_index("ix_crm_rate_lanes_destination", "rate_lanes", ["destination"], schema=SCHEMA)
+
+    # ----- rate_breaks -----
+    op.create_table(
+        "rate_breaks",
+        sa.Column("id", sa.Integer(), nullable=False),
+        sa.Column("rate_lane_id", sa.Integer(), nullable=False),
+        sa.Column("from_qty", sa.Numeric(precision=12, scale=3), nullable=False, server_default=sa.text("0")),
+        sa.Column("rate", sa.Numeric(precision=14, scale=4), nullable=False, server_default=sa.text("0")),
+        *_scoped(),
+        sa.PrimaryKeyConstraint("id"),
+        sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
+        sa.ForeignKeyConstraint(["rate_lane_id"], [f"{SCHEMA}.rate_lanes.id"]),
+        schema=SCHEMA,
+    )
+    _idx("rate_breaks")
+    op.create_index("ix_crm_rate_breaks_rate_lane_id", "rate_breaks", ["rate_lane_id"], schema=SCHEMA)
+
+    # ----- rate_charges -----
+    op.create_table(
+        "rate_charges",
+        sa.Column("id", sa.Integer(), nullable=False),
+        sa.Column("rate_sheet_id", sa.Integer(), nullable=True),
+        sa.Column("rate_lane_id", sa.Integer(), nullable=True),
+        sa.Column("concept", sa.String(length=60), nullable=False),
+        sa.Column("charge_type", sa.String(length=20), nullable=False, server_default=sa.text("'fijo'")),
+        sa.Column("value", sa.Numeric(precision=14, scale=4), nullable=True),
+        sa.Column("condition", sa.Text(), nullable=True),
+        *_scoped(),
+        sa.PrimaryKeyConstraint("id"),
+        sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
+        sa.ForeignKeyConstraint(["rate_sheet_id"], [f"{SCHEMA}.rate_sheets.id"]),
+        sa.ForeignKeyConstraint(["rate_lane_id"], [f"{SCHEMA}.rate_lanes.id"]),
+        schema=SCHEMA,
+    )
+    _idx("rate_charges")
+
+
+def downgrade() -> None:
+    op.drop_table("rate_charges", schema=SCHEMA)
+    op.drop_table("rate_breaks", schema=SCHEMA)
+    op.drop_table("rate_lanes", schema=SCHEMA)
+    op.drop_table("rate_sheets", schema=SCHEMA)

backend/api/v1/modules/core/auth/dto.py

@@ -36,6 +36,12 @@ class TokenResponseDTO(BaseModel):
     tenant: Optional["TenantInfoDTO"] = None
     tenant_id: Optional[int] = None
     tenant_slug: Optional[str] = None
+    # Sesión local del CRM (patrón SIWEB) — presente solo con SESSION_STORE_ENABLED.
+    # Es un JWT propio (HS256) que la app usa como bearer para el backend del CRM y
+    # que sobrevive aunque el refresh del token KC contra el Hub falle. El access_token
+    # de arriba sigue siendo el de Keycloak (para llamadas al Hub).
+    session_token: Optional[str] = None
+    session_id: Optional[str] = None
 
     class Config:
         json_schema_extra = {
@@ -52,6 +58,12 @@ class RefreshTokenRequestDTO(BaseModel):
     """DTO para solicitud de refresh token"""
 
     refresh_token: str = Field(..., description="Refresh token")
+    # Sesión local actual del CRM (patrón SIWEB). Si se envía, el backend preserva el
+    # inicio de sesión (cap absoluto) y puede re-emitirla como fallback cuando el
+    # refresh del token KC contra el Hub falla ("Token is not active" del relay).
+    session_token: Optional[str] = Field(None, description="Sesión local actual del CRM (opcional)")
+    # session_id opaco de la sesión en valkey (guarda los tokens KC fuera del browser).
+    session_id: Optional[str] = Field(None, description="ID de sesión en valkey (opcional)")
 
 
 class UserInfoResponseDTO(BaseModel):

backend/api/v1/modules/core/auth/routes.py

@@ -24,6 +24,12 @@ from .dto import (
 )
 from .service import AuthService
 
+import logging
+from typing import Optional
+from pydantic import BaseModel
+
+logger = logging.getLogger(__name__)
+
 router = APIRouter(prefix="/auth", tags=["Authentication"])
 security = HTTPBearer()
 
@@ -402,10 +408,16 @@ async def dev_login():
 @router.get("/my-companies")
 async def get_my_companies(
     current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
 ):
     """
     Retorna las compañías accesibles para el usuario actual.
-    STUB: implementa con tu modelo de compañías.
+
+    Modelo del CRM: una compañía por tenant (1:1) — el ``company_id`` coincide con
+    el ``tenant_id``. Cada agente de carga (tenant) opera como una empresa. Se
+    garantiza el vínculo usuario↔tenant↔company; los permisos de la empresa se
+    resuelven en ``/permissions/me`` (bootstrap de super_admin al primer usuario).
+
     En dev-local retorna una compañía ficticia para que el dashboard funcione.
     """
     from core.config import settings
@@ -415,8 +427,239 @@ async def get_my_companies(
             "id": settings.DEV_LOCAL_AUTH_COMPANY_ID,
             "name": "Empresa Dev Local",
             "tenant_id": settings.DEV_LOCAL_AUTH_TENANT_ID,
+            "rfc": None,
+            "logo": None,
             "is_active": True,
         }]
 
-    # Implementa aquí la consulta real a tu tabla de compañías.
+    from core.security import (
+        resolve_effective_tenant_id_from_user,
+        _ensure_user_tenant_for_company,
+    )
+    from api.v1.modules.core.tenants.models import Tenant
+    from sqlalchemy import text
+
+    user_id = current_user.get("sub") or current_user.get("id")
+    tenant_id = resolve_effective_tenant_id_from_user(current_user)
+
+    # 1) Usuario CON tenant en el token (flujo normal): autocrea una compañía por
+    #    defecto en el primer acceso y AUTO-LIGA al usuario a TODAS las compañías de
+    #    su tenant. Así cualquier usuario del mismo tenant (misma organización del
+    #    Workspace) entra y ve la(s) compañía(s) sin gestión manual. El ROL no se
+    #    asigna aquí: es solo membresía; los permisos se otorgan aparte (un admin
+    #    asigna el rol; el primer usuario recibe super_admin vía /permissions/me).
+    if tenant_id:
+        tenant_id = int(tenant_id)
+        company_ids = [
+            int(r[0])
+            for r in db.execute(
+                text("SELECT id FROM a76.company WHERE tenant_id = :tid ORDER BY id"),
+                {"tid": tenant_id},
+            ).fetchall()
+        ]
+        if not company_ids:
+            tenant = db.query(Tenant).filter(Tenant.id == tenant_id).first()
+            default_name = (
+                (tenant.name if tenant else None)
+                or current_user.get("tenant_slug")
+                or "Mi empresa"
+            )
+            created = db.execute(
+                text("INSERT INTO a76.company (tenant_id, name) VALUES (:tid, :name) RETURNING id"),
+                {"tid": tenant_id, "name": default_name},
+            ).fetchone()
+            db.execute(text("SELECT setval('a76.company_id_seq', (SELECT MAX(id) FROM a76.company))"))
+            db.commit()
+            company_ids = [int(created[0])]
+            logger.info("Compañía por defecto creada para tenant=%s: id=%s", tenant_id, created[0])
+
+        # Auto-ligado por tenant (solo membresía, sin rol).
+        if user_id:
+            for cid in company_ids:
+                try:
+                    _ensure_user_tenant_for_company(db, str(user_id), tenant_id, cid)
+                except Exception as exc:
+                    logger.warning("auto-ligado de compañía %s falló (no bloquea): %s", cid, exc)
+
+    # 2) Compañías por MEMBRESÍA (user_tenants ∪ user_company_roles) → funciona
+    #    también para hub_admin sin tenant en el token: verá las compañías que creó
+    #    o a las que fue asignado. La membresía la determina el CRM, no el Hub.
+    if not user_id:
+        return []
+    rows = db.execute(
+        text(
+            """
+            SELECT c.id, c.name, c.rfc, c.logo, c.tenant_id, t.name, t.slug
+            FROM a76.company c
+            LEFT JOIN core.tenants t ON t.id = c.tenant_id
+            WHERE c.id IN (
+                SELECT company_id FROM core.user_tenants
+                    WHERE keycloak_user_id = :uid AND is_active AND company_id IS NOT NULL
+                UNION
+                SELECT company_id FROM core.user_company_roles
+                    WHERE user_id = :uid AND is_active
+            )
+            ORDER BY c.id
+            """
+        ),
+        {"uid": str(user_id)},
+    ).fetchall()
+
+    return [
+        {
+            "id": int(r[0]),
+            "name": r[1] or "Empresa",
+            "tenant_id": int(r[4]),
+            "tenant_name": r[5],
+            "tenant_slug": r[6],
+            "rfc": r[2],
+            "logo": r[3],
+            "is_active": True,
+        }
+        for r in rows
+    ]
+
+
+class _CreateCompanyDTO(BaseModel):
+    name: str
+    tenant_id: int
+    rfc: Optional[str] = None
+
+
+async def _sync_tenants_from_hub(request: Request, db: Session) -> None:
+    """
+    Auto-sync Workspace→CRM: trae los tenants del Workspace (Hub GET /hub/tenants) y
+    los da de alta/actualiza en core.tenants con su MISMO ID del Workspace. Así los
+    tenants creados en el Workspace aparecen solos en el CRM para asignarles compañías.
+    Best-effort: usa el token KC de la sesión (valkey); si no está fresco o el Hub no
+    responde, no bloquea (se devuelven los tenants ya sincronizados).
+    """
+    import httpx
+    from sqlalchemy import text as _text
+    from core.config import settings
+    from core import session_store
+    from api.v1.modules.core.tenants.models import Tenant, TenantType
+
+    sid = request.cookies.get("crm_sid") if request else None
+    kc_token = None
+    if sid:
+        sess = session_store.get_session(sid)
+        kc_token = (sess or {}).get("access_token")
+    if not kc_token:
+        return
+
+    try:
+        async with httpx.AsyncClient(timeout=8.0) as client:
+            r = await client.get(
+                f"{settings.HUB_URL}api/v1/hub/tenants",
+                headers={"Authorization": f"Bearer {kc_token}"},
+            )
+        if r.status_code != 200:
+            logger.info("sync-tenants: Hub devolvió %s — sin sincronizar", r.status_code)
+            return
+        payload = r.json()
+        items = payload.get("tenants", []) if isinstance(payload, dict) else (payload or [])
+        for t in items:
+            tid = t.get("id")
+            if tid is None:
+                continue
+            name = t.get("name") or t.get("display_name") or t.get("slug")
+            slug = t.get("slug") or f"tenant-{tid}"
+            existing = db.query(Tenant).filter(Tenant.id == int(tid)).first()
+            if existing:
+                if name and existing.name != name:
+                    existing.name = name
+            else:
+                db.add(Tenant(
+                    id=int(tid), name=name or slug, slug=slug,
+                    keycloak_realm=slug, type=TenantType.SHARED, is_active=True,
+                ))
+        db.commit()
+        db.execute(_text("SELECT setval('core.tenants_id_seq', (SELECT MAX(id) FROM core.tenants))"))
+        db.commit()
+    except Exception as exc:
+        logger.warning("sync-tenants desde Hub falló (no bloquea): %s", exc)
+        try:
+            db.rollback()
+        except Exception:
+            pass
+
+
+@router.get("/assignable-tenants")
+async def assignable_tenants(
+    request: Request,
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    """
+    Tenants disponibles para asignar una compañía. El tenant lo crea el Workspace;
+    aquí solo se elige. hub_admin ve TODOS (auto-sincronizados del Hub); un usuario
+    con tenant ve el suyo.
+    """
+    from api.v1.modules.core.tenants.models import Tenant
+    from core.security import resolve_effective_tenant_id_from_user, is_hub_admin
+
+    if is_hub_admin(current_user):
+        # Sincroniza automáticamente los tenants del Workspace antes de listar.
+        await _sync_tenants_from_hub(request, db)
+        rows = db.query(Tenant).filter(Tenant.is_active == True).order_by(Tenant.id).all()  # noqa: E712
+        return [{"id": t.id, "name": t.name, "slug": t.slug} for t in rows]
+
+    tid = resolve_effective_tenant_id_from_user(current_user)
+    if tid:
+        t = db.query(Tenant).filter(Tenant.id == int(tid), Tenant.is_active == True).first()  # noqa: E712
+        return [{"id": t.id, "name": t.name, "slug": t.slug}] if t else []
     return []
+
+
+@router.post("/companies", status_code=201)
+async def create_company(
+    data: _CreateCompanyDTO,
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    """
+    Da de alta una compañía (a76.company) bajo un tenant del Workspace y asigna al
+    usuario como miembro. hub_admin puede crear en cualquier tenant; un usuario con
+    tenant solo en el suyo. El rol super_admin se otorga al seleccionarla (/permissions/me).
+    """
+    from sqlalchemy import text as _text
+    from api.v1.modules.core.tenants.models import Tenant
+    from core.security import (
+        resolve_effective_tenant_id_from_user,
+        is_hub_admin,
+        _ensure_user_tenant_for_company,
+    )
+
+    name = (data.name or "").strip()
+    if len(name) < 2:
+        raise HTTPException(status_code=422, detail="El nombre de la compañía es obligatorio.")
+
+    tid = int(data.tenant_id)
+    tenant = db.query(Tenant).filter(Tenant.id == tid, Tenant.is_active == True).first()  # noqa: E712
+    if not tenant:
+        raise HTTPException(status_code=404, detail="Tenant no encontrado.")
+
+    # Autorización: hub_admin (atestado por el Hub) puede crear en cualquier tenant;
+    # un usuario ligado a un tenant, solo en el suyo.
+    if not is_hub_admin(current_user):
+        own = resolve_effective_tenant_id_from_user(current_user)
+        if own is None or int(own) != tid:
+            raise HTTPException(status_code=403, detail="No puedes crear compañías en ese tenant.")
+
+    created = db.execute(
+        _text("INSERT INTO a76.company (tenant_id, name, rfc) VALUES (:t, :n, :r) RETURNING id"),
+        {"t": tid, "n": name, "r": (data.rfc or None)},
+    ).fetchone()
+    db.execute(_text("SELECT setval('a76.company_id_seq', (SELECT MAX(id) FROM a76.company))"))
+    db.commit()
+    cid = int(created[0])
+
+    user_id = current_user.get("sub") or current_user.get("id")
+    if user_id:
+        try:
+            _ensure_user_tenant_for_company(db, str(user_id), tid, cid)
+        except Exception as exc:
+            logger.warning("create_company: no se pudo asegurar membresía (no bloquea): %s", exc)
+
+    return {"id": cid, "name": name, "tenant_id": tid, "rfc": data.rfc, "logo": None, "is_active": True}

backend/api/v1/modules/core/auth/service.py

@@ -213,55 +213,160 @@ class AuthService:
             logger.error(f"Unexpected login error: {str(e)}")
             raise HTTPException(status_code=500, detail="Authentication error")
 
+    def _decode_local_session(self, session_token: Optional[str]) -> Optional[Dict[str, Any]]:
+        """
+        Decodifica una sesión local del CRM (HS256) verificando la firma pero
+        SIN exigir exp — para poder re-emitirla en el refresh. Retorna los claims
+        o None si la firma no valida o no es una sesión local del CRM.
+        """
+        if not session_token:
+            return None
+        try:
+            claims = jwt.decode(
+                session_token,
+                settings.SECRET_KEY,
+                algorithms=["HS256"],
+                options={"verify_exp": False},
+            )
+        except JWTError:
+            return None
+        if not claims.get("crm_session") or claims.get("source") != "local":
+            return None
+        return claims
+
+    def _session_claims_from_kc(self, data: Dict[str, Any]) -> Dict[str, Any]:
+        """Construye los claims de la sesión local a partir del token KC (decode)."""
+        kc_claims = self._decode_kc_user_from_token(data.get("access_token", ""))
+        claims: Dict[str, Any] = dict(kc_claims)
+        # tenant_id/tenant_slug explícitos del Hub tienen precedencia sobre el token
+        if data.get("tenant_id") is not None:
+            claims["tenant_id"] = data.get("tenant_id")
+        if data.get("tenant_slug") is not None:
+            claims["tenant_slug"] = data.get("tenant_slug")
+        return claims
+
+    async def _session_claims(self, data: Dict[str, Any]) -> Dict[str, Any]:
+        """
+        Claims AUTORITATIVOS para la sesión local: se prefiere /auth/me del Hub (trae
+        is_hub_admin, roles, etc. que el token KC crudo no incluye). Si el Hub no
+        responde, se cae al decode del token KC. Así la sesión local sabe si el
+        usuario es hub_admin sin volver a consultar al Hub en cada request.
+        """
+        from core.security import verify_token
+
+        claims: Dict[str, Any] = {}
+        try:
+            info = await verify_token(data.get("access_token", ""))
+            if isinstance(info, dict):
+                claims = dict(info)
+        except Exception as exc:
+            logger.warning("session_claims: /auth/me no disponible, uso decode KC: %s", exc)
+
+        if not claims:
+            return self._session_claims_from_kc(data)
+
+        # tenant_id/tenant_slug explícitos del Hub tienen precedencia.
+        if data.get("tenant_id") is not None:
+            claims["tenant_id"] = data.get("tenant_id")
+        if data.get("tenant_slug") is not None:
+            claims["tenant_slug"] = data.get("tenant_slug")
+        return claims
+
     async def refresh_token(self, refresh_data: RefreshTokenRequestDTO) -> TokenResponseDTO:
         """
-        Refresca el access token usando el Hub
+        Refresca la sesión.
+
+        - Intenta el refresh del token KC contra el Hub (comportamiento histórico).
+        - Con SESSION_STORE_ENABLED, además emite/actualiza la sesión local del CRM
+          (patrón SIWEB) que la app usa como bearer y que dura por inactividad, de
+          modo que el refresh KC solo se intenta al expirar esa sesión (no cada ~60s).
+        - Si el Hub RECHAZA el refresh se devuelve 401 y la sesión termina: se
+          RESPETA la revocación central de Keycloak (sin re-emisión de fallback).
         """
+        from datetime import datetime, timezone
+
+        session_enabled = bool(getattr(settings, "SESSION_STORE_ENABLED", False))
+        prev_claims = self._decode_local_session(refresh_data.session_token) if session_enabled else None
+        prev_sst = prev_claims.get("sst") if prev_claims else None
+        prev_session_id = refresh_data.session_id if session_enabled else None
+
+        # Fuente del refresh KC: valkey (sesión) tiene precedencia sobre lo que
+        # mande el cliente (puede estar desactualizado). Fail-silent.
+        kc_refresh = refresh_data.refresh_token
+        if session_enabled and prev_session_id:
+            from core import session_store
+
+            sess = session_store.get_session(prev_session_id)
+            if sess and sess.get("refresh_token"):
+                kc_refresh = sess["refresh_token"]
+
+        # ── Intento de refresh del token KC contra el Hub ────────────────────────
+        kc_ok = False
+        data: Optional[Dict[str, Any]] = None
         try:
             async with httpx.AsyncClient(timeout=10.0) as client:
                 response = await client.post(
                     f"{settings.HUB_URL}api/v1/auth/refresh",
-                    json=refresh_data.model_dump()
+                    json={"refresh_token": kc_refresh},
                 )
-
-            if response.status_code == 200:
+            kc_ok = response.status_code == 200
+            if kc_ok:
                 data = response.json()
-                from core.workspace_profile_sync import sync_workspace_profile_for_user
-                from core.workspace_profile_client import WorkspaceProfileClient
+            else:
+                logger.warning("Hub rechazó el refresh (status %s)", response.status_code)
+        except Exception as exc:
+            logger.warning("Hub inalcanzable en refresh: %s", exc)
+            kc_ok = False
 
-                workspace_profile = None
-                try:
-                    workspace_profile = await WorkspaceProfileClient().get_me(
-                        data.get("access_token", "")
-                    )
-                except Exception as exc:
-                    logger.warning(
-                        "workspace_profile_sync_failed",
-                        extra={
-                            "event": "workspace_profile_sync_failed",
-                            "phase": "refresh",
-                            "error": str(exc),
-                        },
-                    )
-                    workspace_profile = None
+        # ── Camino feliz: el Hub renovó el token KC ──────────────────────────────
+        if kc_ok and data is not None:
+            from core.workspace_profile_sync import sync_workspace_profile_for_user
+            from core.workspace_profile_client import WorkspaceProfileClient
 
-                await sync_workspace_profile_for_user(
-                    self.db,
-                    access_token=data.get("access_token"),
-                    keycloak_user_id=(workspace_profile or {}).get("sub")
-                    or data.get("sub")
-                    or data.get("user_id"),
-                    tenant_id=data.get("tenant_id"),
-                    workspace_profile=workspace_profile,
-                    force=True,
+            workspace_profile = None
+            try:
+                workspace_profile = await WorkspaceProfileClient().get_me(data.get("access_token", ""))
+            except Exception as exc:
+                logger.warning(
+                    "workspace_profile_sync_failed",
+                    extra={"event": "workspace_profile_sync_failed", "phase": "refresh", "error": str(exc)},
                 )
-                return TokenResponseDTO(**data)
-            
-            raise HTTPException(status_code=401, detail="Invalid or expired refresh token")
+                workspace_profile = None
 
-        except Exception as e:
-            logger.error(f"Token refresh error: {str(e)}")
-            raise HTTPException(status_code=500, detail="Token refresh error")
+            await sync_workspace_profile_for_user(
+                self.db,
+                access_token=data.get("access_token"),
+                keycloak_user_id=(workspace_profile or {}).get("sub") or data.get("sub") or data.get("user_id"),
+                tenant_id=data.get("tenant_id"),
+                workspace_profile=workspace_profile,
+                force=True,
+            )
+
+            resp = TokenResponseDTO(**data)
+
+            if session_enabled:
+                from core import local_session, session_store
+
+                start = int(prev_sst) if prev_sst else int(datetime.now(timezone.utc).timestamp())
+                claims = await self._session_claims(data)
+                new_access = data.get("access_token", "")
+                new_refresh = data.get("refresh_token", "")
+                # Reutiliza la sesión de valkey si ya existía; si no, la crea.
+                if prev_session_id and session_store.get_session(prev_session_id):
+                    session_store.update_session_tokens(prev_session_id, new_access, new_refresh)
+                    resp.session_id = prev_session_id
+                else:
+                    resp.session_id = session_store.create_session(new_access, new_refresh, start)
+                resp.session_token = local_session.mint_session_token(claims, session_start=start)
+
+            return resp
+
+        # El Hub rechazó el refresh: la sesión termina y se RESPETA la revocación
+        # central de Keycloak (no hay re-emisión local de fallback). El usuario
+        # re-entra por el App Launcher. La sesión local de larga duración evita el
+        # bucle: el refresh solo se intenta al expirar la sesión local por
+        # inactividad (idle), no cada ~60s como con el token KC crudo.
+        raise HTTPException(status_code=401, detail="Invalid or expired refresh token")
 
     async def get_user_info(self, access_token: str) -> UserInfoResponseDTO:
         """

backend/api/v1/modules/core/invites/routes.py

@@ -37,13 +37,33 @@ async def create_invite(
         required_permissions=["user.create"],
     )
 
+    # tenant_slug: del token si viene; si el usuario es hub_admin (sin tenant en el
+    # token), se resuelve desde la compañía destino (a76.company → core.tenants).
     tenant_slug: str = current_user.get("tenant_slug") or ""
+    if not tenant_slug:
+        from sqlalchemy import text as _text
+        row = db.execute(
+            _text(
+                "SELECT t.slug FROM a76.company c "
+                "JOIN core.tenants t ON t.id = c.tenant_id WHERE c.id = :c"
+            ),
+            {"c": data.company_id},
+        ).first()
+        if row and row[0]:
+            tenant_slug = row[0]
+
     created_by: str = current_user.get("sub") or ""
 
+    # El invite se crea en el Hub: se necesita el token KC (la sesión local no la
+    # acepta el Hub). Se toma de la sesión (valkey) y se refresca si hace falta.
+    from core.hub_token import get_hub_access_token
+
+    kc_token = await get_hub_access_token(request)
+
     service = InviteService(db)
     return await service.create_invite(
         data=data,
         created_by=created_by,
         tenant_slug=tenant_slug,
-        user_access_token=credentials.credentials,
+        user_access_token=kc_token or credentials.credentials,
     )

backend/api/v1/modules/core/users/routes.py

@@ -53,12 +53,17 @@ async def get_user_statistics(
     """
     tenant_id = validate_access_to_resource(db, company_id, current_user, required_permissions=["user.view"])
     service = UserService(db, tenant_id, company_id, is_hub_admin=is_hub_admin(current_user))
+    from core.hub_token import get_hub_access_token
+
     auth_header = request.headers.get("Authorization") or ""
     token = (
         auth_header[7:].strip()
         if auth_header.lower().startswith("bearer ")
         else auth_header.strip()
     )
+    kc_token = await get_hub_access_token(request)
+    if kc_token:
+        token = kc_token
     hub_tid = resolve_hub_tenant_id_for_api(
         tenant_id, request.headers.get("X-Tenant-Override")
     )
@@ -84,12 +89,19 @@ async def list_users(
     """
     tenant_id = validate_access_to_resource(db, company_id, current_user, required_permissions=["user.view"])
     service = UserService(db, tenant_id, company_id, is_hub_admin=is_hub_admin(current_user))
+    # El Bearer de la app puede ser la sesión local (SIWEB), que el Hub no acepta.
+    # Para listar usuarios del tenant se usa el token KC de la sesión (valkey), refrescado.
+    from core.hub_token import get_hub_access_token
+
     auth_header = request.headers.get("Authorization") or ""
     token = (
         auth_header[7:].strip()
         if auth_header.lower().startswith("bearer ")
         else auth_header.strip()
     )
+    kc_token = await get_hub_access_token(request)
+    if kc_token:
+        token = kc_token
     hub_tid = resolve_hub_tenant_id_for_api(
         tenant_id, request.headers.get("X-Tenant-Override")
     )

backend/api/v1/modules/crm/accounts/dto.py

@@ -13,15 +13,18 @@ class AccountBase(BaseModel):
     record_type: str = Field("cliente", max_length=20)  # cliente | prospecto
     person_type: str | None = Field(None, max_length=10)  # fisica | moral
     industry: str | None = Field(None, max_length=120)
+    industry_other: str | None = Field(None, max_length=120)
     account_type: str | None = Field(None, max_length=40)
     status: str = Field("active", max_length=20)  # active | inactive
     # Comercial
     commercial_classification: str | None = Field(None, max_length=20)
     preferred_contact_method: str | None = Field(None, max_length=20)
+    preferred_contact_other: str | None = Field(None, max_length=120)
     language: str | None = Field(None, max_length=40)
     email: EmailStr | None = None
     phone: str | None = Field(None, max_length=40)
     website: str | None = Field(None, max_length=255)
+    commercial_observations: str | None = None  # observaciones generales
     # Fiscal
     tax_regime: str | None = Field(None, max_length=120)
     cfdi_use: str | None = Field(None, max_length=60)
@@ -36,7 +39,7 @@ class AccountBase(BaseModel):
     address: str | None = None
     city: str | None = Field(None, max_length=120)
     state: str | None = Field(None, max_length=120)
-    country: str | None = Field("MX", max_length=2)
+    country: str | None = Field("MEX", max_length=3)
     # Observaciones
     notes: str | None = None
     internal_notes: str | None = None
@@ -55,14 +58,17 @@ class AccountUpdate(BaseModel):
     record_type: str | None = Field(None, max_length=20)
     person_type: str | None = Field(None, max_length=10)
     industry: str | None = Field(None, max_length=120)
+    industry_other: str | None = Field(None, max_length=120)
     account_type: str | None = Field(None, max_length=40)
     status: str | None = Field(None, max_length=20)
     commercial_classification: str | None = Field(None, max_length=20)
     preferred_contact_method: str | None = Field(None, max_length=20)
+    preferred_contact_other: str | None = Field(None, max_length=120)
     language: str | None = Field(None, max_length=40)
     email: EmailStr | None = None
     phone: str | None = Field(None, max_length=40)
     website: str | None = Field(None, max_length=255)
+    commercial_observations: str | None = None
     tax_regime: str | None = Field(None, max_length=120)
     cfdi_use: str | None = Field(None, max_length=60)
     payment_method: str | None = Field(None, max_length=60)
@@ -75,7 +81,7 @@ class AccountUpdate(BaseModel):
     address: str | None = None
     city: str | None = Field(None, max_length=120)
     state: str | None = Field(None, max_length=120)
-    country: str | None = Field(None, max_length=2)
+    country: str | None = Field(None, max_length=3)
     notes: str | None = None
     internal_notes: str | None = None
     owner_user_id: str | None = Field(None, max_length=64)

backend/api/v1/modules/crm/accounts/models.py

@@ -31,6 +31,7 @@ class Account(Base, TenantScopedMixin, TimestampMixin):
     # Tipo de persona: fisica | moral
     person_type: Mapped[str | None] = mapped_column(String(10), nullable=True)
     industry: Mapped[str | None] = mapped_column(String(120), nullable=True)  # giro / industria
+    industry_other: Mapped[str | None] = mapped_column(String(120), nullable=True)  # especificar cuando giro = "otro"
     # Tipo operativo (immex | agencia_aduanal | importador | exportador | transportista | otro)
     account_type: Mapped[str | None] = mapped_column(String(40), nullable=True)
     # Estatus: active | inactive
@@ -39,12 +40,15 @@ class Account(Base, TenantScopedMixin, TimestampMixin):
     # ----- Información comercial -----
     # Clasificación: importador | exportador | ambos
     commercial_classification: Mapped[str | None] = mapped_column(String(20), nullable=True)
-    # Medio de contacto preferido: llamada | correo | videollamada | whatsapp | otro
+    # Medio de contacto preferido: llamada | correo | videoconferencia | whatsapp | otro
     preferred_contact_method: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    # Texto libre cuando el medio de contacto es "otro"
+    preferred_contact_other: Mapped[str | None] = mapped_column(String(120), nullable=True)
     language: Mapped[str | None] = mapped_column(String(40), nullable=True)
     email: Mapped[str | None] = mapped_column(String(255), nullable=True)
     phone: Mapped[str | None] = mapped_column(String(40), nullable=True)
     website: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    commercial_observations: Mapped[str | None] = mapped_column(Text, nullable=True)  # observaciones generales
 
     # ----- Información fiscal -----
     tax_regime: Mapped[str | None] = mapped_column(String(120), nullable=True)  # régimen fiscal
@@ -62,7 +66,7 @@ class Account(Base, TenantScopedMixin, TimestampMixin):
     address: Mapped[str | None] = mapped_column(Text, nullable=True)
     city: Mapped[str | None] = mapped_column(String(120), nullable=True)
     state: Mapped[str | None] = mapped_column(String(120), nullable=True)
-    country: Mapped[str | None] = mapped_column(String(2), nullable=True, server_default=text("'MX'"))
+    country: Mapped[str | None] = mapped_column(String(3), nullable=True, server_default=text("'MEX'"))
 
     # ----- Observaciones y auditoría -----
     notes: Mapped[str | None] = mapped_column(Text, nullable=True)  # comentarios generales

backend/api/v1/modules/crm/addresses/dto.py

@@ -14,7 +14,7 @@ class AddressBase(BaseModel):
     postal_code: str | None = Field(None, max_length=10)
     city: str | None = Field(None, max_length=120)
     state: str | None = Field(None, max_length=120)
-    country: str | None = Field("MX", max_length=2)
+    country: str | None = Field("MEX", max_length=3)  # ISO 3166-1 alfa-3 (alineado a catálogo pais)
     reference_notes: str | None = None
     is_primary: bool = False
 
@@ -32,7 +32,7 @@ class AddressUpdate(BaseModel):
     postal_code: str | None = Field(None, max_length=10)
     city: str | None = Field(None, max_length=120)
     state: str | None = Field(None, max_length=120)
-    country: str | None = Field(None, max_length=2)
+    country: str | None = Field(None, max_length=3)
     reference_notes: str | None = None
     is_primary: bool | None = None
 

backend/api/v1/modules/crm/addresses/models.py

@@ -29,7 +29,8 @@ class Address(Base, TenantScopedMixin, TimestampMixin):
     neighborhood: Mapped[str | None] = mapped_column(String(120), nullable=True)  # colonia
     postal_code: Mapped[str | None] = mapped_column(String(10), nullable=True)  # código postal
     city: Mapped[str | None] = mapped_column(String(120), nullable=True)  # municipio
-    state: Mapped[str | None] = mapped_column(String(120), nullable=True)  # estado
-    country: Mapped[str | None] = mapped_column(String(2), nullable=True, server_default=text("'MX'"))
+    state: Mapped[str | None] = mapped_column(String(120), nullable=True)  # estado (código catálogo)
+    # País como código ISO 3166 alfa-3 del catálogo (p. ej. MEX). Ampliado de 2→3.
+    country: Mapped[str | None] = mapped_column(String(3), nullable=True, server_default=text("'MEX'"))
     reference_notes: Mapped[str | None] = mapped_column(Text, nullable=True)  # referencias
     is_primary: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))

backend/api/v1/modules/crm/cases/dto.py

@@ -0,0 +1,31 @@
+from datetime import datetime
+
+from pydantic import BaseModel, ConfigDict
+
+
+class CaseResponse(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    reference: str | None
+    account_id: int | None
+    title: str | None
+    stage: str
+    status: str
+    tenant_id: int
+    company_id: int
+    created_at: datetime
+    updated_at: datetime
+
+
+class CaseTimelineEvent(BaseModel):
+    kind: str            # oportunidad | solicitud | cotizacion | operacion | factura
+    id: int
+    reference: str | None = None
+    status: str | None = None
+    created_at: datetime
+    url: str
+
+
+class CaseWithTimeline(CaseResponse):
+    timeline: list[CaseTimelineEvent] = []

backend/api/v1/modules/crm/cases/models.py

@@ -0,0 +1,28 @@
+from sqlalchemy import ForeignKey, Integer, String, text
+from sqlalchemy.orm import Mapped, mapped_column
+
+from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
+from core.database import Base
+
+
+class Case(Base, TenantScopedMixin, TimestampMixin):
+    """Expediente: hilo maestro de un trámite (Oportunidad → Solicitud → Cotización →
+    Operación → Factura). Una sola referencia (``EXP…``) que agrupa toda la historia.
+    Nace al crear la Oportunidad y se hereda a las entidades siguientes vía ``case_id``.
+    """
+
+    __tablename__ = "cases"
+    __table_args__ = {"schema": "crm"}
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+    reference: Mapped[str | None] = mapped_column(String(40), nullable=True, index=True)  # folio EXP...
+    account_id: Mapped[int | None] = mapped_column(
+        Integer, ForeignKey("crm.accounts.id"), nullable=True, index=True
+    )
+    title: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    # Etapa más avanzada alcanzada: oportunidad|solicitud|cotizacion|operacion|facturacion|cerrado
+    stage: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'oportunidad'"))
+    # abierto | cerrado
+    status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'abierto'"), index=True)
+    created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
+    updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)

backend/api/v1/modules/crm/cases/routes.py

@@ -0,0 +1,51 @@
+from fastapi import APIRouter, Depends, Query
+from sqlalchemy.orm import Session
+
+from core.database import get_core_db
+from core.security import get_current_user
+
+from . import service
+from .dto import CaseResponse, CaseWithTimeline
+
+router = APIRouter()
+
+
+def _with_timeline(db, case) -> CaseWithTimeline:
+    data = CaseWithTimeline.model_validate(case)
+    data.timeline = service.build_timeline(db, case)  # type: ignore[assignment]
+    return data
+
+
+@router.get("/cases", response_model=list[CaseResponse])
+def list_cases(
+    company_id: int = Query(..., description="Company ID"),
+    search: str | None = Query(None),
+    account_id: int | None = Query(None),
+    stage: str | None = Query(None),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    return service.get_cases(db, current_user["tenant_id"], company_id, search, account_id, stage)
+
+
+@router.get("/cases/by-ref/{reference}", response_model=CaseWithTimeline)
+def get_case_by_ref(
+    reference: str,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    """Expediente + historia completa por su referencia (para UI y otros sistemas)."""
+    case = service.get_case_by_reference(db, reference, current_user["tenant_id"], company_id)
+    return _with_timeline(db, case)
+
+
+@router.get("/cases/{case_id}", response_model=CaseWithTimeline)
+def get_case(
+    case_id: int,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    case = service.get_case(db, case_id, current_user["tenant_id"], company_id)
+    return _with_timeline(db, case)

backend/api/v1/modules/crm/cases/service.py

@@ -0,0 +1,109 @@
+"""Lógica del Expediente: minteo del folio, avance de etapa y armado del timeline."""
+
+from fastapi import HTTPException, status
+from sqlalchemy.orm import Session
+
+from ..common.folios import next_folio
+from .models import Case
+
+# Orden de etapas (solo se avanza, nunca retrocede)
+STAGE_ORDER = ["oportunidad", "solicitud", "cotizacion", "operacion", "facturacion", "cerrado"]
+
+
+def create_case(
+    db: Session, tenant_id: int, company_id: int, *, account_id: int | None = None,
+    title: str | None = None, stage: str = "oportunidad", user_id: str | None = None,
+) -> Case:
+    """Mintea un expediente con folio EXP... (sin commit; lo confirma quien lo invoca)."""
+    case = Case(
+        reference=next_folio(db, tenant_id, company_id, "EXP", None, with_direction=False),
+        account_id=account_id, title=title, stage=stage, status="abierto",
+        tenant_id=tenant_id, company_id=company_id, created_by=user_id, updated_by=user_id,
+    )
+    db.add(case)
+    db.flush()
+    return case
+
+
+def advance_stage(db: Session, case_id: int | None, stage: str) -> None:
+    """Avanza la etapa del expediente si la nueva es posterior a la actual."""
+    if not case_id or stage not in STAGE_ORDER:
+        return
+    case = db.query(Case).filter(Case.id == case_id).first()
+    if not case:
+        return
+    current = case.stage if case.stage in STAGE_ORDER else "oportunidad"
+    if STAGE_ORDER.index(stage) > STAGE_ORDER.index(current):
+        case.stage = stage
+
+
+def get_cases(
+    db: Session, tenant_id: int, company_id: int, search: str | None = None,
+    account_id: int | None = None, stage: str | None = None,
+) -> list[Case]:
+    q = db.query(Case).filter(
+        Case.tenant_id == tenant_id, Case.company_id == company_id, Case.deleted_at.is_(None),
+    )
+    if account_id is not None:
+        q = q.filter(Case.account_id == account_id)
+    if stage:
+        q = q.filter(Case.stage == stage)
+    if search:
+        q = q.filter(Case.reference.ilike(f"%{search}%"))
+    return q.order_by(Case.created_at.desc()).all()
+
+
+def get_case(db: Session, case_id: int, tenant_id: int, company_id: int) -> Case:
+    obj = (
+        db.query(Case)
+        .filter(Case.id == case_id, Case.tenant_id == tenant_id, Case.company_id == company_id, Case.deleted_at.is_(None))
+        .first()
+    )
+    if not obj:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Expediente no encontrado")
+    return obj
+
+
+def get_case_by_reference(db: Session, reference: str, tenant_id: int, company_id: int) -> Case:
+    obj = (
+        db.query(Case)
+        .filter(Case.reference == reference, Case.tenant_id == tenant_id, Case.company_id == company_id,
+                Case.deleted_at.is_(None))
+        .first()
+    )
+    if not obj:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Expediente no encontrado")
+    return obj
+
+
+def build_timeline(db: Session, case: Case) -> list[dict]:
+    """Devuelve la historia del expediente: todas las entidades ligadas por case_id,
+    en orden cronológico. Un único lookup para la UI y para otros sistemas."""
+    # Import local para evitar ciclos de importación entre módulos.
+    from ..opportunities.models import Opportunity
+    from ..quotes.models import Quote
+    from ..service_requests.models import ServiceRequest
+    from api.v1.modules.fin.invoices.models import Invoice
+    from api.v1.modules.ops.shipments.models import Shipment
+
+    events: list[dict] = []
+    specs = [
+        ("oportunidad", Opportunity, "/dashboard/crm/oportunidades"),
+        ("solicitud", ServiceRequest, "/dashboard/crm/solicitudes"),
+        ("cotizacion", Quote, "/dashboard/crm/cotizaciones"),
+        ("operacion", Shipment, "/dashboard/ops/embarques"),
+        ("factura", Invoice, "/dashboard/fin/facturas"),
+    ]
+    for kind, model, base_url in specs:
+        rows = db.query(model).filter(model.case_id == case.id, model.deleted_at.is_(None)).all()
+        for r in rows:
+            events.append({
+                "kind": kind,
+                "id": r.id,
+                "reference": getattr(r, "reference", None),
+                "status": getattr(r, "status", None),
+                "created_at": r.created_at,
+                "url": f"{base_url}/{r.id}",
+            })
+    events.sort(key=lambda e: e["created_at"])
+    return events

backend/api/v1/modules/crm/catalogs/dto.py

@@ -0,0 +1,46 @@
+"""Schemas (DTOs) de los catálogos de referencia del CRM."""
+
+from pydantic import BaseModel, ConfigDict, Field
+
+
+class CatalogItemBase(BaseModel):
+    code: str = Field(..., max_length=64)
+    label: str = Field(..., max_length=255)
+    parent_catalog: str | None = Field(None, max_length=60)
+    parent_code: str | None = Field(None, max_length=64)
+    sort_order: int = 0
+    is_active: bool = True
+
+
+class CatalogItemCreate(CatalogItemBase):
+    pass
+
+
+class CatalogItemUpdate(BaseModel):
+    """PATCH: todos los campos opcionales."""
+
+    code: str | None = Field(None, max_length=64)
+    label: str | None = Field(None, max_length=255)
+    parent_code: str | None = Field(None, max_length=64)
+    sort_order: int | None = None
+    is_active: bool | None = None
+
+
+class CatalogItemResponse(CatalogItemBase):
+    model_config = ConfigDict(from_attributes=True)
+
+    id: int
+    catalog: str
+    tenant_id: int | None
+    is_system: bool
+    extra: dict | None = None  # metadata (ej. dimensiones de un tipo de equipo)
+
+
+class CatalogMeta(BaseModel):
+    """Metadata de un catálogo para la pantalla de administración."""
+
+    catalog: str
+    label: str
+    scope: str  # 'global' | 'tenant'
+    is_system: bool
+    count: int

backend/api/v1/modules/crm/catalogs/models.py

@@ -0,0 +1,54 @@
+"""Modelo de catálogos de referencia del CRM (T2026-07-081/082).
+
+Un único modelo genérico ``CatalogItem`` respalda todos los catálogos
+(SAT/ISO y los propios del cliente). Cada fila pertenece a un catálogo
+(``catalog``) e identifica una opción por ``code`` (clave) + ``label``
+(descripción que se visualiza).
+
+Alcance:
+- ``tenant_id IS NULL`` → catálogo GLOBAL (Aduanasoft), compartido por todos.
+- ``tenant_id`` con valor → catálogo del CLIENTE (ese tenant lo administra).
+
+Los catálogos dependientes (p. ej. Estado depende de País) usan
+``parent_catalog`` + ``parent_code`` para filtrarse.
+"""
+
+from datetime import datetime
+
+from sqlalchemy import JSON, Boolean, DateTime, Integer, String, text
+from sqlalchemy.orm import Mapped, mapped_column
+from sqlalchemy.sql import func
+
+from core.database import Base
+
+
+class CatalogItem(Base):
+    __tablename__ = "catalog_items"
+    __table_args__ = {"schema": "crm"}
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+
+    catalog: Mapped[str] = mapped_column(String(60), nullable=False, index=True)
+    code: Mapped[str] = mapped_column(String(64), nullable=False)
+    label: Mapped[str] = mapped_column(String(255), nullable=False)
+
+    # Dependencia (Estado→País, Municipio→Estado, …)
+    parent_catalog: Mapped[str | None] = mapped_column(String(60), nullable=True)
+    parent_code: Mapped[str | None] = mapped_column(String(64), nullable=True)
+
+    # NULL = global (Aduanasoft); con valor = catálogo propio del tenant (cliente).
+    tenant_id: Mapped[int | None] = mapped_column(Integer, nullable=True, index=True)
+
+    sort_order: Mapped[int] = mapped_column(Integer, nullable=False, server_default=text("0"))
+    is_active: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("true"))
+    # Catálogos base SAT/ISO: no se pueden borrar (solo activar/desactivar).
+    is_system: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))
+
+    extra: Mapped[dict | None] = mapped_column(JSON, nullable=True)
+
+    created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
+    updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
+    created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False, server_default=func.now())
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime, nullable=False, server_default=func.now(), onupdate=func.now()
+    )

backend/api/v1/modules/crm/catalogs/routes.py

@@ -1,6 +1,10 @@
-"""Endpoints de catálogos de referencia y participantes del proceso (R-T-01, R-T-10)."""
+"""Endpoints de catálogos de referencia y participantes del proceso (R-T-01, R-T-10).
 
-from fastapi import APIRouter, Depends, Query
+Incluye el CRUD de catálogos de referencia (T2026-07-081/082): SAT/ISO globales
+(Aduanasoft) y catálogos propios de cada cliente (tenant).
+"""
+
+from fastapi import APIRouter, Depends, Query, status
 from sqlalchemy.orm import Session
 
 from core.database import get_core_db
@@ -8,7 +12,9 @@ from core.security import get_current_user
 
 from ..accounts.models import Account
 from ..suppliers.models import Supplier
+from . import service as catalog_service
 from .data import INCOTERMS, PARTICIPANT_ROLES
+from .dto import CatalogItemCreate, CatalogItemResponse, CatalogItemUpdate, CatalogMeta
 
 router = APIRouter()
 
@@ -31,6 +37,76 @@ def list_participant_roles(
     return PARTICIPANT_ROLES
 
 
+# ----------------------------------------------------------------------------
+# Catálogos de referencia (CRUD) — T2026-07-081/082
+# ----------------------------------------------------------------------------
+
+
+@router.get("/catalogs", response_model=list[CatalogMeta])
+def list_catalog_meta(
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    """Lista los catálogos disponibles (global + del tenant) con su conteo."""
+    return catalog_service.list_meta(db, current_user["tenant_id"])
+
+
+@router.get("/catalogs/{catalog}", response_model=list[CatalogItemResponse])
+def list_catalog_items(
+    catalog: str,
+    company_id: int = Query(..., description="Company ID"),
+    parent_code: str | None = Query(None, description="Filtra dependientes (ej. Estado por País)"),
+    include_inactive: bool = Query(False),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    """Opciones de un catálogo (global + del tenant), activas y ordenadas."""
+    return catalog_service.list_items(
+        db, catalog, current_user["tenant_id"], parent_code=parent_code, include_inactive=include_inactive
+    )
+
+
+@router.post(
+    "/catalogs/{catalog}", response_model=CatalogItemResponse, status_code=status.HTTP_201_CREATED
+)
+def create_catalog_item(
+    catalog: str,
+    data: CatalogItemCreate,
+    company_id: int = Query(..., description="Company ID"),
+    scope: str | None = Query("tenant", description="'tenant' (cliente) o 'global' (Aduanasoft, hub_admin)"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    """Inserta una opción en un catálogo."""
+    return catalog_service.create_item(db, catalog, data, current_user, scope=scope)
+
+
+@router.patch("/catalogs/{catalog}/{item_id}", response_model=CatalogItemResponse)
+def update_catalog_item(
+    catalog: str,
+    item_id: int,
+    data: CatalogItemUpdate,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    """Edita una opción de catálogo."""
+    return catalog_service.update_item(db, catalog, item_id, data, current_user)
+
+
+@router.delete("/catalogs/{catalog}/{item_id}", status_code=status.HTTP_204_NO_CONTENT)
+def delete_catalog_item(
+    catalog: str,
+    item_id: int,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    """Borra una opción de catálogo (los catálogos base del sistema no se borran)."""
+    catalog_service.delete_item(db, catalog, item_id, current_user)
+
+
 @router.get("/participants")
 def list_participants(
     company_id: int = Query(..., description="Company ID"),

backend/api/v1/modules/crm/catalogs/seed.py

@@ -0,0 +1,69 @@
+"""Siembra de catálogos globales (Aduanasoft) del CRM.
+
+Idempotente: inserta solo las claves que aún no existen (tenant_id NULL). Se
+puede correr múltiples veces sin duplicar. Para ejecutarlo en un entorno:
+
+    docker compose exec backend python -m api.v1.modules.crm.catalogs.seed
+"""
+
+import logging
+
+from sqlalchemy.orm import Session
+
+from .models import CatalogItem
+from .seed_data import GLOBAL_CATALOGS
+
+logger = logging.getLogger(__name__)
+
+
+def seed_global_catalogs(db: Session) -> dict:
+    """Inserta los catálogos globales que falten. Devuelve un resumen {catalog: nuevos}."""
+    summary: dict[str, int] = {}
+    for catalog, meta in GLOBAL_CATALOGS.items():
+        is_system = bool(meta.get("is_system", False))
+        existing = {
+            row.code
+            for row in db.query(CatalogItem.code).filter(
+                CatalogItem.catalog == catalog, CatalogItem.tenant_id.is_(None)
+            )
+        }
+        added = 0
+        for order, item in enumerate(meta["items"]):
+            if item["code"] in existing:
+                continue
+            db.add(
+                CatalogItem(
+                    catalog=catalog,
+                    code=item["code"],
+                    label=item["label"],
+                    parent_catalog=item.get("parent_catalog"),
+                    parent_code=item.get("parent_code"),
+                    extra=item.get("extra"),
+                    tenant_id=None,
+                    sort_order=order,
+                    is_active=True,
+                    is_system=is_system,
+                )
+            )
+            added += 1
+        if added:
+            summary[catalog] = added
+    db.commit()
+    total = sum(summary.values())
+    logger.info("seed_global_catalogs: %s nuevas filas en %s catálogos", total, len(summary))
+    return summary
+
+
+def _run() -> None:
+    from core.database import CoreSessionLocal
+
+    db = CoreSessionLocal()
+    try:
+        result = seed_global_catalogs(db)
+        print("Catálogos sembrados (nuevos):", result or "0 (ya estaban todos)")
+    finally:
+        db.close()
+
+
+if __name__ == "__main__":
+    _run()

backend/api/v1/modules/crm/catalogs/seed_data.py

@@ -0,0 +1,874 @@
+"""Datos semilla de los catálogos de referencia del CRM.
+
+SAT/ISO + estándar + Medidas de Equipos (tipo_equipo con dimensiones en extra)
++ catálogos del módulo Tarifario. Globales con tenant_id NULL.
+"""
+
+GLOBAL_CATALOGS = {'tipo_registro': {'label': 'Tipo de registro',
+                   'is_system': True,
+                   'items': [{'code': 'cliente', 'label': 'Cliente'}, {'code': 'prospecto', 'label': 'Prospecto'}]},
+ 'tipo_persona': {'label': 'Tipo de persona',
+                  'is_system': True,
+                  'items': [{'code': 'fisica', 'label': 'Persona física'},
+                            {'code': 'moral', 'label': 'Persona moral'}]},
+ 'estatus': {'label': 'Estatus',
+             'is_system': True,
+             'items': [{'code': 'active', 'label': 'Activo'}, {'code': 'inactive', 'label': 'Inactivo'}]},
+ 'giro': {'label': 'Giro o industria',
+          'is_system': False,
+          'items': [{'code': 'importadora', 'label': 'Importadora'},
+                    {'code': 'exportadora', 'label': 'Exportadora'},
+                    {'code': 'manufactura', 'label': 'Manufactura'},
+                    {'code': 'comercializadora', 'label': 'Comercializadora'},
+                    {'code': 'logistica', 'label': 'Logística y transporte'},
+                    {'code': 'agencia_aduanal', 'label': 'Agencia aduanal'},
+                    {'code': 'maquiladora', 'label': 'Maquiladora / IMMEX'},
+                    {'code': 'servicios', 'label': 'Servicios'},
+                    {'code': 'otro', 'label': 'Otro'}]},
+ 'clasificacion_cliente': {'label': 'Clasificación del cliente',
+                           'is_system': False,
+                           'items': [{'code': 'importador', 'label': 'Importador'},
+                                     {'code': 'exportador', 'label': 'Exportador'},
+                                     {'code': 'importador_exportador', 'label': 'Importador/Exportador'}]},
+ 'medio_contacto': {'label': 'Medio de contacto preferido',
+                    'is_system': False,
+                    'items': [{'code': 'llamada', 'label': 'Llamada telefónica'},
+                              {'code': 'correo', 'label': 'Correo electrónico'},
+                              {'code': 'videoconferencia', 'label': 'Videoconferencia'},
+                              {'code': 'whatsapp', 'label': 'WhatsApp'},
+                              {'code': 'otro', 'label': 'Otro'}]},
+ 'idioma': {'label': 'Idioma',
+            'is_system': False,
+            'items': [{'code': 'es', 'label': 'Español'},
+                      {'code': 'en', 'label': 'Inglés'},
+                      {'code': 'zh', 'label': 'Chino (mandarín)'},
+                      {'code': 'pt', 'label': 'Portugués'},
+                      {'code': 'fr', 'label': 'Francés'},
+                      {'code': 'de', 'label': 'Alemán'},
+                      {'code': 'ja', 'label': 'Japonés'},
+                      {'code': 'ko', 'label': 'Coreano'},
+                      {'code': 'it', 'label': 'Italiano'},
+                      {'code': 'otro', 'label': 'Otro'}]},
+ 'regimen_fiscal': {'label': 'Régimen fiscal',
+                    'is_system': False,
+                    'items': [{'code': 'fisica', 'label': 'Persona física'},
+                              {'code': 'moral', 'label': 'Persona moral'}]},
+ 'uso_cfdi': {'label': 'Uso de CFDI (SAT)',
+              'is_system': True,
+              'items': [{'code': 'G01', 'label': 'Adquisición de mercancías'},
+                        {'code': 'G02', 'label': 'Devoluciones, descuentos o bonificaciones'},
+                        {'code': 'G03', 'label': 'Gastos en general'},
+                        {'code': 'I01', 'label': 'Construcciones'},
+                        {'code': 'I02', 'label': 'Mobiliario y equipo de oficina por inversiones'},
+                        {'code': 'I03', 'label': 'Equipo de transporte'},
+                        {'code': 'I04', 'label': 'Equipo de cómputo y accesorios'},
+                        {'code': 'I05', 'label': 'Dados, troqueles, moldes, matrices y herramental'},
+                        {'code': 'I06', 'label': 'Comunicaciones telefónicas'},
+                        {'code': 'I07', 'label': 'Comunicaciones satelitales'},
+                        {'code': 'I08', 'label': 'Otra maquinaria y equipo'},
+                        {'code': 'D01', 'label': 'Honorarios médicos, dentales y gastos hospitalarios'},
+                        {'code': 'D02', 'label': 'Gastos médicos por incapacidad o discapacidad'},
+                        {'code': 'D03', 'label': 'Gastos funerales'},
+                        {'code': 'D04', 'label': 'Donativos'},
+                        {'code': 'D05', 'label': 'Intereses por créditos hipotecarios'},
+                        {'code': 'D06', 'label': 'Aportaciones voluntarias al SAR'},
+                        {'code': 'D07', 'label': 'Primas por seguros de gastos médicos'},
+                        {'code': 'D08', 'label': 'Gastos de transportación escolar obligatoria'},
+                        {'code': 'D09', 'label': 'Depósitos en cuentas para el ahorro'},
+                        {'code': 'D10', 'label': 'Pagos por servicios educativos (colegiaturas)'},
+                        {'code': 'S01', 'label': 'Sin efectos fiscales'},
+                        {'code': 'CP01', 'label': 'Pagos'},
+                        {'code': 'CN01', 'label': 'Nómina'},
+                        {'code': 'P01', 'label': 'Por definir'}]},
+ 'forma_pago': {'label': 'Forma de pago (SAT)',
+                'is_system': True,
+                'items': [{'code': '1', 'label': 'Efectivo'},
+                          {'code': '2', 'label': 'Cheque nominativo'},
+                          {'code': '3', 'label': 'Transferencia electrónica de fondos'},
+                          {'code': '4', 'label': 'Tarjeta de crédito'},
+                          {'code': '5', 'label': 'Monedero electrónico'},
+                          {'code': '6', 'label': 'Dinero electrónico'},
+                          {'code': '8', 'label': 'Vales de despensa'},
+                          {'code': '12', 'label': 'Dación en pago'},
+                          {'code': '13', 'label': 'Pago por subrogación'},
+                          {'code': '14', 'label': 'Pago por consignación'},
+                          {'code': '15', 'label': 'Condonación'},
+                          {'code': '17', 'label': 'Compensación'},
+                          {'code': '23', 'label': 'Novación'},
+                          {'code': '24', 'label': 'Confusión'},
+                          {'code': '25', 'label': 'Remisión de deuda'},
+                          {'code': '26', 'label': 'Prescripción o caducidad'},
+                          {'code': '27', 'label': 'A satisfacción del acreedor'},
+                          {'code': '28', 'label': 'Tarjeta de débito'},
+                          {'code': '29', 'label': 'Tarjeta de servicios'},
+                          {'code': '30', 'label': 'Aplicación de anticipos'},
+                          {'code': '31', 'label': 'Intermediario pagos'},
+                          {'code': '99', 'label': 'Por definir'}]},
+ 'metodo_pago': {'label': 'Método de pago (SAT)',
+                 'is_system': True,
+                 'items': [{'code': 'PPD', 'label': 'Pago en parcialidades o diferido'},
+                           {'code': 'PUE', 'label': 'Pago en una sola exhibición'}]},
+ 'moneda': {'label': 'Moneda (ISO 4217)',
+            'is_system': True,
+            'items': [{'code': 'CRC', 'label': 'Colón costarricense'},
+                      {'code': 'CUC', 'label': 'Peso Convertible'},
+                      {'code': 'CUP', 'label': 'Peso Cubano'},
+                      {'code': 'CVE', 'label': 'Cabo Verde Escudo'},
+                      {'code': 'CZK', 'label': 'Corona checa'},
+                      {'code': 'DJF', 'label': 'Franco de Djibouti'},
+                      {'code': 'DKK', 'label': 'Corona danesa'},
+                      {'code': 'DOP', 'label': 'Peso Dominicano'},
+                      {'code': 'DZD', 'label': 'Dinar argelino'},
+                      {'code': 'EGP', 'label': 'Libra egipcia'},
+                      {'code': 'ERN', 'label': 'Nakfa'},
+                      {'code': 'ETB', 'label': 'Birr etíope'},
+                      {'code': 'EUR', 'label': 'Euro'},
+                      {'code': 'FJD', 'label': 'Dólar de Fiji'},
+                      {'code': 'FKP', 'label': 'Libra malvinense'},
+                      {'code': 'GBP', 'label': 'Libra Esterlina'},
+                      {'code': 'GEL', 'label': 'Lari'},
+                      {'code': 'GHS', 'label': 'Cedi de Ghana'},
+                      {'code': 'GIP', 'label': 'Libra de Gibraltar'},
+                      {'code': 'GMD', 'label': 'Dalasi'},
+                      {'code': 'GNF', 'label': 'Franco guineano'},
+                      {'code': 'GTQ', 'label': 'Quetzal'},
+                      {'code': 'GYD', 'label': 'Dólar guyanés'},
+                      {'code': 'HKD', 'label': 'Dolar De Hong Kong'},
+                      {'code': 'HNL', 'label': 'Lempira'},
+                      {'code': 'HRK', 'label': 'Kuna'},
+                      {'code': 'HTG', 'label': 'Gourde'},
+                      {'code': 'HUF', 'label': 'Florín'},
+                      {'code': 'IDR', 'label': 'Rupia'},
+                      {'code': 'ILS', 'label': 'Nuevo Shekel Israelí'},
+                      {'code': 'INR', 'label': 'Rupia india'},
+                      {'code': 'IQD', 'label': 'Dinar iraquí'},
+                      {'code': 'IRR', 'label': 'Rial iraní'},
+                      {'code': 'ISK', 'label': 'Corona islandesa'},
+                      {'code': 'JMD', 'label': 'Dólar Jamaiquino'},
+                      {'code': 'JOD', 'label': 'Dinar jordano'},
+                      {'code': 'JPY', 'label': 'Yen'},
+                      {'code': 'KES', 'label': 'Chelín keniano'},
+                      {'code': 'KGS', 'label': 'Som'},
+                      {'code': 'KHR', 'label': 'Riel'},
+                      {'code': 'KMF', 'label': 'Franco Comoro'},
+                      {'code': 'KPW', 'label': 'Corea del Norte ganó'},
+                      {'code': 'KRW', 'label': 'Won'},
+                      {'code': 'KWD', 'label': 'Dinar kuwaití'},
+                      {'code': 'KYD', 'label': 'Dólar de las Islas Caimán'},
+                      {'code': 'KZT', 'label': 'Tenge'},
+                      {'code': 'LAK', 'label': 'Kip'},
+                      {'code': 'LBP', 'label': 'Libra libanesa'},
+                      {'code': 'LKR', 'label': 'Rupia de Sri Lanka'},
+                      {'code': 'LRD', 'label': 'Dólar liberiano'},
+                      {'code': 'LSL', 'label': 'Loti'},
+                      {'code': 'LYD', 'label': 'Dinar libio'},
+                      {'code': 'MAD', 'label': 'Dirham marroquí'},
+                      {'code': 'MDL', 'label': 'Leu moldavo'},
+                      {'code': 'MGA', 'label': 'Ariary malgache'},
+                      {'code': 'MKD', 'label': 'Denar'},
+                      {'code': 'MMK', 'label': 'Kyat'},
+                      {'code': 'MNT', 'label': 'Tugrik'},
+                      {'code': 'MOP', 'label': 'Pataca'},
+                      {'code': 'MRO', 'label': 'Ouguiya'},
+                      {'code': 'MUR', 'label': 'Rupia de Mauricio'},
+                      {'code': 'MVR', 'label': 'Rupia'},
+                      {'code': 'MWK', 'label': 'Kwacha'},
+                      {'code': 'MXN', 'label': 'Peso Mexicano'},
+                      {'code': 'MXV', 'label': 'México Unidad de Inversión (UDI)'},
+                      {'code': 'MYR', 'label': 'Ringgit malayo'},
+                      {'code': 'MZN', 'label': 'Mozambique Metical'},
+                      {'code': 'NAD', 'label': 'Dólar de Namibia'},
+                      {'code': 'NGN', 'label': 'Naira'},
+                      {'code': 'NIO', 'label': 'Córdoba Oro'},
+                      {'code': 'NOK', 'label': 'Corona noruega'},
+                      {'code': 'NPR', 'label': 'Rupia nepalí'},
+                      {'code': 'NZD', 'label': 'Dólar de Nueva Zelanda'},
+                      {'code': 'OMR', 'label': 'Rial omaní'},
+                      {'code': 'PAB', 'label': 'Balboa'},
+                      {'code': 'PEN', 'label': 'Nuevo Sol'},
+                      {'code': 'PGK', 'label': 'Kina'},
+                      {'code': 'PHP', 'label': 'Peso filipino'},
+                      {'code': 'PKR', 'label': 'Rupia de Pakistán'},
+                      {'code': 'PLN', 'label': 'Zloty'},
+                      {'code': 'PYG', 'label': 'Guaraní'},
+                      {'code': 'QAR', 'label': 'Qatar Rial'},
+                      {'code': 'RON', 'label': 'Leu rumano'},
+                      {'code': 'RSD', 'label': 'Dinar serbio'},
+                      {'code': 'RUB', 'label': 'Rublo ruso'},
+                      {'code': 'RWF', 'label': 'Franco ruandés'},
+                      {'code': 'SAR', 'label': 'Riyal saudí'},
+                      {'code': 'SBD', 'label': 'Dólar de las Islas Salomón'},
+                      {'code': 'SCR', 'label': 'Rupia de Seychelles'},
+                      {'code': 'SDG', 'label': 'Libra sudanesa'},
+                      {'code': 'SEK', 'label': 'Corona sueca'},
+                      {'code': 'SGD', 'label': 'Dolar De Singapur'},
+                      {'code': 'SHP', 'label': 'Libra de Santa Helena'},
+                      {'code': 'SLL', 'label': 'Leona'},
+                      {'code': 'SOS', 'label': 'Chelín somalí'},
+                      {'code': 'SRD', 'label': 'Dólar de Suriname'},
+                      {'code': 'SSP', 'label': 'Libra sudanesa Sur'},
+                      {'code': 'STD', 'label': 'Dobra'},
+                      {'code': 'SVC', 'label': 'Colon El Salvador'},
+                      {'code': 'SYP', 'label': 'Libra Siria'},
+                      {'code': 'SZL', 'label': 'Lilangeni'},
+                      {'code': 'THB', 'label': 'Baht'},
+                      {'code': 'TJS', 'label': 'Somoni'},
+                      {'code': 'TMT', 'label': 'Turkmenistán nuevo manat'},
+                      {'code': 'TND', 'label': 'Dinar tunecino'},
+                      {'code': 'TOP', 'label': "Pa'anga"},
+                      {'code': 'TRY', 'label': 'Lira turca'},
+                      {'code': 'TTD', 'label': 'Dólar de Trinidad y Tobago'},
+                      {'code': 'TWD', 'label': 'Nuevo dólar de Taiwán'},
+                      {'code': 'TZS', 'label': 'Shilling tanzano'},
+                      {'code': 'UAH', 'label': 'Hryvnia'},
+                      {'code': 'UGX', 'label': 'Shilling de Uganda'},
+                      {'code': 'USD', 'label': 'Dolar americano'},
+                      {'code': 'USN', 'label': 'Dólar estadounidense (día siguiente)'},
+                      {'code': 'UYI', 'label': 'Peso Uruguay en Unidades Indexadas (URUIURUI)'},
+                      {'code': 'UYU', 'label': 'Peso Uruguayo'},
+                      {'code': 'UZS', 'label': 'Uzbekistán Sum'},
+                      {'code': 'VEF', 'label': 'Bolívar'},
+                      {'code': 'VND', 'label': 'Dong'},
+                      {'code': 'VUV', 'label': 'Vatu'},
+                      {'code': 'WST', 'label': 'Tala'},
+                      {'code': 'XAF', 'label': 'Franco CFA BEAC'},
+                      {'code': 'XAG', 'label': 'Plata'},
+                      {'code': 'XAU', 'label': 'Oro'},
+                      {'code': 'XBA', 'label': 'Unidad de Mercados de Bonos Unidad Europea Composite (EURCO)'},
+                      {'code': 'XBB', 'label': 'Unidad Monetaria de Bonos de Mercados Unidad Europea (UEM-6)'},
+                      {'code': 'XBC', 'label': 'Mercados de Bonos Unidad Europea unidad de cuenta a 9 (UCE-9)'},
+                      {'code': 'XBD', 'label': 'Mercados de Bonos Unidad Europea unidad de cuenta a 17 (UCE-17)'},
+                      {'code': 'XCD', 'label': 'Dólar del Caribe Oriental'},
+                      {'code': 'XDR', 'label': 'DEG (Derechos Especiales de Giro)'},
+                      {'code': 'XOF', 'label': 'Franco CFA BCEAO'},
+                      {'code': 'XPD', 'label': 'Paladio'},
+                      {'code': 'XPF', 'label': 'Franco CFP'},
+                      {'code': 'XPT', 'label': 'Platino'},
+                      {'code': 'XSU', 'label': 'Sucre'},
+                      {'code': 'XTS', 'label': 'Códigos reservados específicamente para propósitos de prueba'},
+                      {'code': 'XUA', 'label': 'Unidad ADB de Cuenta'},
+                      {'code': 'XXX',
+                       'label': 'Los códigos asignados para las transacciones en que intervenga ninguna moneda'},
+                      {'code': 'YER', 'label': 'Rial yemení'},
+                      {'code': 'ZAR', 'label': 'Rand'},
+                      {'code': 'ZMW', 'label': 'Kwacha zambiano'},
+                      {'code': 'ZWL', 'label': 'Zimbabwe Dólar'},
+                      {'code': 'NULL', 'label': 'NULL'}]},
+ 'pais': {'label': 'País (ISO 3166)',
+          'is_system': True,
+          'items': [{'code': 'ABW', 'label': 'Aruba'},
+                    {'code': 'AFG', 'label': 'Afganistán'},
+                    {'code': 'AGO', 'label': 'Angola'},
+                    {'code': 'AIA', 'label': 'Anguila'},
+                    {'code': 'ALA', 'label': 'Islas Åland'},
+                    {'code': 'ALB', 'label': 'Albania'},
+                    {'code': 'AND', 'label': 'Andorra'},
+                    {'code': 'ARE', 'label': 'Emiratos Árabes Unidos (Los)'},
+                    {'code': 'ARG', 'label': 'Argentina'},
+                    {'code': 'ARM', 'label': 'Armenia'},
+                    {'code': 'ASM', 'label': 'Samoa Americana'},
+                    {'code': 'ATA', 'label': 'Antártida'},
+                    {'code': 'ATF', 'label': 'Territorios Australes Franceses (los)'},
+                    {'code': 'ATG', 'label': 'Antigua y Barbuda'},
+                    {'code': 'AUS', 'label': 'Australia'},
+                    {'code': 'AUT', 'label': 'Austria'},
+                    {'code': 'AZE', 'label': 'Azerbaiyán'},
+                    {'code': 'BDI', 'label': 'Burundi'},
+                    {'code': 'BEL', 'label': 'Bélgica'},
+                    {'code': 'BEN', 'label': 'Benín'},
+                    {'code': 'BES', 'label': 'Bonaire, San Eustaquio y Saba'},
+                    {'code': 'BFA', 'label': 'Burkina Faso'},
+                    {'code': 'BGD', 'label': 'Bangladés'},
+                    {'code': 'BGR', 'label': 'Bulgaria'},
+                    {'code': 'BHR', 'label': 'Baréin'},
+                    {'code': 'BHS', 'label': 'Bahamas (las)'},
+                    {'code': 'BIH', 'label': 'Bosnia y Herzegovina'},
+                    {'code': 'BLM', 'label': 'San Bartolomé'},
+                    {'code': 'BLR', 'label': 'Bielorrusia'},
+                    {'code': 'BLZ', 'label': 'Belice'},
+                    {'code': 'BMU', 'label': 'Bermudas'},
+                    {'code': 'BOL', 'label': 'Bolivia, Estado Plurinacional de'},
+                    {'code': 'BRA', 'label': 'Brasil'},
+                    {'code': 'BRB', 'label': 'Barbados'},
+                    {'code': 'BRN', 'label': 'Brunéi Darussalam'},
+                    {'code': 'BTN', 'label': 'Bután'},
+                    {'code': 'BVT', 'label': 'Isla Bouvet'},
+                    {'code': 'BWA', 'label': 'Botsuana'},
+                    {'code': 'CAF', 'label': 'República Centroafricana (la)'},
+                    {'code': 'CAN', 'label': 'Canadá'},
+                    {'code': 'CCK', 'label': 'Islas Cocos (Keeling)'},
+                    {'code': 'CHE', 'label': 'Suiza'},
+                    {'code': 'CHL', 'label': 'Chile'},
+                    {'code': 'CHN', 'label': 'China'},
+                    {'code': 'CIV', 'label': "Côte d'Ivoire"},
+                    {'code': 'CMR', 'label': 'Camerún'},
+                    {'code': 'COD', 'label': 'Congo (la República Democrática del)'},
+                    {'code': 'COG', 'label': 'Congo'},
+                    {'code': 'COK', 'label': 'Islas Cook (las)'},
+                    {'code': 'COL', 'label': 'Colombia'},
+                    {'code': 'COM', 'label': 'Comoras'},
+                    {'code': 'CPV', 'label': 'Cabo Verde'},
+                    {'code': 'CRI', 'label': 'Costa Rica'},
+                    {'code': 'CUB', 'label': 'Cuba'},
+                    {'code': 'CUW', 'label': 'Curaçao'},
+                    {'code': 'CXR', 'label': 'Isla de Navidad'},
+                    {'code': 'CYM', 'label': 'Islas Caimán (las)'},
+                    {'code': 'CYP', 'label': 'Chipre'},
+                    {'code': 'CZE', 'label': 'República Checa (la)'},
+                    {'code': 'DEU', 'label': 'Alemania'},
+                    {'code': 'DJI', 'label': 'Yibuti'},
+                    {'code': 'DMA', 'label': 'Dominica'},
+                    {'code': 'DNK', 'label': 'Dinamarca'},
+                    {'code': 'DOM', 'label': 'República Dominicana (la)'},
+                    {'code': 'DZA', 'label': 'Argelia'},
+                    {'code': 'ECU', 'label': 'Ecuador'},
+                    {'code': 'EGY', 'label': 'Egipto'},
+                    {'code': 'ERI', 'label': 'Eritrea'},
+                    {'code': 'ESH', 'label': 'Sahara Occidental'},
+                    {'code': 'ESP', 'label': 'España'},
+                    {'code': 'EST', 'label': 'Estonia'},
+                    {'code': 'ETH', 'label': 'Etiopía'},
+                    {'code': 'FIN', 'label': 'Finlandia'},
+                    {'code': 'FJI', 'label': 'Fiyi'},
+                    {'code': 'FLK', 'label': 'Islas Malvinas [Falkland] (las)'},
+                    {'code': 'FRA', 'label': 'Francia'},
+                    {'code': 'FRO', 'label': 'Islas Feroe (las)'},
+                    {'code': 'FSM', 'label': 'Micronesia (los Estados Federados de)'},
+                    {'code': 'GAB', 'label': 'Gabón'},
+                    {'code': 'GBR', 'label': 'Reino Unido (el)'},
+                    {'code': 'GEO', 'label': 'Georgia'},
+                    {'code': 'GGY', 'label': 'Guernsey'},
+                    {'code': 'GHA', 'label': 'Ghana'},
+                    {'code': 'GIB', 'label': 'Gibraltar'},
+                    {'code': 'GIN', 'label': 'Guinea'},
+                    {'code': 'GLP', 'label': 'Guadalupe'},
+                    {'code': 'GMB', 'label': 'Gambia (La)'},
+                    {'code': 'GNB', 'label': 'Guinea-Bisáu'},
+                    {'code': 'GNQ', 'label': 'Guinea Ecuatorial'},
+                    {'code': 'GRC', 'label': 'Grecia'},
+                    {'code': 'GRD', 'label': 'Granada'},
+                    {'code': 'GRL', 'label': 'Groenlandia'},
+                    {'code': 'GTM', 'label': 'Guatemala'},
+                    {'code': 'GUF', 'label': 'Guayana Francesa'},
+                    {'code': 'GUM', 'label': 'Guam'},
+                    {'code': 'GUY', 'label': 'Guyana'},
+                    {'code': 'HKG', 'label': 'Hong Kong'},
+                    {'code': 'HMD', 'label': 'Isla Heard e Islas McDonald'},
+                    {'code': 'HND', 'label': 'Honduras'},
+                    {'code': 'HRV', 'label': 'Croacia'},
+                    {'code': 'HTI', 'label': 'Haití'},
+                    {'code': 'HUN', 'label': 'Hungría'},
+                    {'code': 'IDN', 'label': 'Indonesia'},
+                    {'code': 'IMN', 'label': 'Isla de Man'},
+                    {'code': 'IND', 'label': 'India'},
+                    {'code': 'IOT', 'label': 'Territorio Británico del Océano Índico (el)'},
+                    {'code': 'IRL', 'label': 'Irlanda'},
+                    {'code': 'IRN', 'label': 'Irán (la República Islámica de)'},
+                    {'code': 'IRQ', 'label': 'Irak'},
+                    {'code': 'ISL', 'label': 'Islandia'},
+                    {'code': 'ISR', 'label': 'Israel'},
+                    {'code': 'ITA', 'label': 'Italia'},
+                    {'code': 'JAM', 'label': 'Jamaica'},
+                    {'code': 'JEY', 'label': 'Jersey'},
+                    {'code': 'JOR', 'label': 'Jordania'},
+                    {'code': 'JPN', 'label': 'Japón'},
+                    {'code': 'KAZ', 'label': 'Kazajistán'},
+                    {'code': 'KEN', 'label': 'Kenia'},
+                    {'code': 'KGZ', 'label': 'Kirguistán'},
+                    {'code': 'KHM', 'label': 'Camboya'},
+                    {'code': 'KIR', 'label': 'Kiribati'},
+                    {'code': 'KNA', 'label': 'San Cristóbal y Nieves'},
+                    {'code': 'KOR', 'label': 'Corea (la República de)'},
+                    {'code': 'KWT', 'label': 'Kuwait'},
+                    {'code': 'LAO', 'label': 'Lao, (la) República Democrática Popular'},
+                    {'code': 'LBN', 'label': 'Líbano'},
+                    {'code': 'LBR', 'label': 'Liberia'},
+                    {'code': 'LBY', 'label': 'Libia'},
+                    {'code': 'LCA', 'label': 'Santa Lucía'},
+                    {'code': 'LIE', 'label': 'Liechtenstein'},
+                    {'code': 'LKA', 'label': 'Sri Lanka'},
+                    {'code': 'LSO', 'label': 'Lesoto'},
+                    {'code': 'LTU', 'label': 'Lituania'},
+                    {'code': 'LUX', 'label': 'Luxemburgo'},
+                    {'code': 'LVA', 'label': 'Letonia'},
+                    {'code': 'MAC', 'label': 'Macao'},
+                    {'code': 'MAF', 'label': 'San Martín (parte francesa)'},
+                    {'code': 'MAR', 'label': 'Marruecos'},
+                    {'code': 'MCO', 'label': 'Mónaco'},
+                    {'code': 'MDA', 'label': 'Moldavia (la República de)'},
+                    {'code': 'MDG', 'label': 'Madagascar'},
+                    {'code': 'MDV', 'label': 'Maldivas'},
+                    {'code': 'MEX', 'label': 'México'},
+                    {'code': 'MHL', 'label': 'Islas Marshall (las)'},
+                    {'code': 'MKD', 'label': 'Macedonia (la antigua República Yugoslava de)'},
+                    {'code': 'MLI', 'label': 'Malí'},
+                    {'code': 'MLT', 'label': 'Malta'},
+                    {'code': 'MMR', 'label': 'Myanmar'},
+                    {'code': 'MNE', 'label': 'Montenegro'},
+                    {'code': 'MNG', 'label': 'Mongolia'},
+                    {'code': 'MNP', 'label': 'Islas Marianas del Norte (las)'},
+                    {'code': 'MOZ', 'label': 'Mozambique'},
+                    {'code': 'MRT', 'label': 'Mauritania'},
+                    {'code': 'MSR', 'label': 'Montserrat'},
+                    {'code': 'MTQ', 'label': 'Martinica'},
+                    {'code': 'MUS', 'label': 'Mauricio'},
+                    {'code': 'MWI', 'label': 'Malaui'},
+                    {'code': 'MYS', 'label': 'Malasia'},
+                    {'code': 'MYT', 'label': 'Mayotte'},
+                    {'code': 'NAM', 'label': 'Namibia'},
+                    {'code': 'NCL', 'label': 'Nueva Caledonia'},
+                    {'code': 'NER', 'label': 'Níger (el)'},
+                    {'code': 'NFK', 'label': 'Isla Norfolk'},
+                    {'code': 'NGA', 'label': 'Nigeria'},
+                    {'code': 'NIC', 'label': 'Nicaragua'},
+                    {'code': 'NIU', 'label': 'Niue'},
+                    {'code': 'NLD', 'label': 'Países Bajos (los)'},
+                    {'code': 'NOR', 'label': 'Noruega'},
+                    {'code': 'NPL', 'label': 'Nepal'},
+                    {'code': 'NRU', 'label': 'Nauru'},
+                    {'code': 'NZL', 'label': 'Nueva Zelanda'},
+                    {'code': 'OMN', 'label': 'Omán'},
+                    {'code': 'PAK', 'label': 'Pakistán'},
+                    {'code': 'PAN', 'label': 'Panamá'},
+                    {'code': 'PCN', 'label': 'Pitcairn'},
+                    {'code': 'PER', 'label': 'Perú'},
+                    {'code': 'PHL', 'label': 'Filipinas (las)'},
+                    {'code': 'PLW', 'label': 'Palaos'},
+                    {'code': 'PNG', 'label': 'Papúa Nueva Guinea'},
+                    {'code': 'POL', 'label': 'Polonia'},
+                    {'code': 'PRI', 'label': 'Puerto Rico'},
+                    {'code': 'PRK', 'label': 'Corea (la República Democrática Popular de)'},
+                    {'code': 'PRT', 'label': 'Portugal'},
+                    {'code': 'PRY', 'label': 'Paraguay'},
+                    {'code': 'PSE', 'label': 'Palestina, Estado de'},
+                    {'code': 'PYF', 'label': 'Polinesia Francesa'},
+                    {'code': 'QAT', 'label': 'Catar'},
+                    {'code': 'REU', 'label': 'Reunión'},
+                    {'code': 'ROU', 'label': 'Rumania'},
+                    {'code': 'RUS', 'label': 'Rusia, (la) Federación de'},
+                    {'code': 'RWA', 'label': 'Ruanda'},
+                    {'code': 'SAU', 'label': 'Arabia Saudita'},
+                    {'code': 'SDN', 'label': 'Sudán (el)'},
+                    {'code': 'SEN', 'label': 'Senegal'},
+                    {'code': 'SGP', 'label': 'Singapur'},
+                    {'code': 'SGS', 'label': 'Georgia del sur y las islas sandwich del sur'},
+                    {'code': 'SHN', 'label': 'Santa Helena, Ascensión y Tristán de Acuña'},
+                    {'code': 'SJM', 'label': 'Svalbard y Jan Mayen'},
+                    {'code': 'SLB', 'label': 'Islas Salomón (las)'},
+                    {'code': 'SLE', 'label': 'Sierra leona'},
+                    {'code': 'NULL', 'label': 'NULL'}]},
+ 'estado': {'label': 'Estado / Provincia',
+            'is_system': True,
+            'items': [{'code': 'AGU', 'label': 'Aguascalientes', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'BCN', 'label': 'Baja California', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'BCS', 'label': 'Baja California Sur', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'CAM', 'label': 'Campeche', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'CHP', 'label': 'Chiapas', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'CHH', 'label': 'Chihuahua', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'CMX', 'label': 'Ciudad de México', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'COA', 'label': 'Coahuila', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'COL', 'label': 'Colima', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'DUR', 'label': 'Durango', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'GUA', 'label': 'Guanajuato', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'GRO', 'label': 'Guerrero', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'HID', 'label': 'Hidalgo', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'JAL', 'label': 'Jalisco', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'MEX', 'label': 'Estado de México', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'MIC', 'label': 'Michoacán', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'MOR', 'label': 'Morelos', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'NAY', 'label': 'Nayarit', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'NLE', 'label': 'Nuevo León', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'OAX', 'label': 'Oaxaca', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'PUE', 'label': 'Puebla', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'QUE', 'label': 'Querétaro', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'ROO', 'label': 'Quintana Roo', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'SLP', 'label': 'San Luis Potosí', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'SIN', 'label': 'Sinaloa', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'SON', 'label': 'Sonora', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'TAB', 'label': 'Tabasco', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'TAM', 'label': 'Tamaulipas', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'TLA', 'label': 'Tlaxcala', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'VER', 'label': 'Veracruz', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'YUC', 'label': 'Yucatán', 'parent_catalog': 'pais', 'parent_code': 'MEX'},
+                      {'code': 'ZAC', 'label': 'Zacatecas', 'parent_catalog': 'pais', 'parent_code': 'MEX'}]},
+ 'tipo_domicilio': {'label': 'Tipo de domicilio',
+                    'is_system': False,
+                    'items': [{'code': 'fiscal', 'label': 'Fiscal'},
+                              {'code': 'oficina', 'label': 'Oficina'},
+                              {'code': 'sucursal', 'label': 'Sucursal'},
+                              {'code': 'bodega', 'label': 'Bodega'},
+                              {'code': 'patio', 'label': 'Patio'},
+                              {'code': 'terminal', 'label': 'Terminal'},
+                              {'code': 'almacen', 'label': 'Almacén'}]},
+ 'area': {'label': 'Área / Departamento',
+          'is_system': False,
+          'items': [{'code': 'ventas', 'label': 'Ventas'},
+                    {'code': 'operaciones', 'label': 'Operaciones'},
+                    {'code': 'facturacion', 'label': 'Facturación'},
+                    {'code': 'cobranza', 'label': 'Cobranza'},
+                    {'code': 'servicio_cliente', 'label': 'Servicio al cliente'}]},
+ 'cobertura': {'label': 'Cobertura',
+               'is_system': True,
+               'items': [{'code': 'nacional', 'label': 'Nacional'},
+                         {'code': 'internacional', 'label': 'Internacional'}]},
+ 'clasificacion_proveedor': {'label': 'Clasificación del proveedor',
+                             'is_system': False,
+                             'items': [{'code': 'naviera', 'label': 'Naviera'},
+                                       {'code': 'aerolinea', 'label': 'Aerolínea'},
+                                       {'code': 'transportista_terrestre', 'label': 'Transportista Terrestre'},
+                                       {'code': 'ferrocarril', 'label': 'Ferrocarril'},
+                                       {'code': 'agente_aduanal', 'label': 'Agente Aduanal'},
+                                       {'code': 'agente_carga', 'label': 'Agente de Carga'},
+                                       {'code': 'agente_corresponsal', 'label': 'Agente Corresponsal'},
+                                       {'code': 'almacen', 'label': 'Almacén'},
+                                       {'code': 'aseguradora', 'label': 'Aseguradora'},
+                                       {'code': 'paqueteria', 'label': 'Paquetería'},
+                                       {'code': 'otro', 'label': 'Otro'}]},
+ 'tipo_equipo': {'label': 'Tipo de equipo / contenedor',
+                 'is_system': True,
+                 'items': [{'code': '40DC',
+                            'label': "40' Standard",
+                            'extra': {'modo': 'maritimo',
+                                      'largo_m': 12.035,
+                                      'ancho_m': 2.35,
+                                      'alto_m': 2.392,
+                                      'capacidad_m3': 67.7,
+                                      'tara_kg': 3700,
+                                      'carga_max_kg': 26790}},
+                           {'code': '20DC',
+                            'label': "20' Standard",
+                            'extra': {'modo': 'maritimo',
+                                      'largo_m': 5.9,
+                                      'ancho_m': 2.35,
+                                      'alto_m': 2.392,
+                                      'capacidad_m3': 33.2,
+                                      'tara_kg': 2230,
+                                      'carga_max_kg': 21770}},
+                           {'code': '20OT',
+                            'label': "20' Open Top",
+                            'extra': {'modo': 'maritimo',
+                                      'largo_m': 5.894,
+                                      'ancho_m': 2.311,
+                                      'alto_m': 2.354,
+                                      'capacidad_m3': 32.23,
+                                      'tara_kg': 2400,
+                                      'carga_max_kg': 30490}},
+                           {'code': '20FR',
+                            'label': "20' Flat Rack",
+                            'extra': {'modo': 'maritimo',
+                                      'largo_m': 5.62,
+                                      'ancho_m': 2.23,
+                                      'alto_m': 2.233,
+                                      'tara_kg': 2530,
+                                      'carga_max_kg': 21470}},
+                           {'code': '40HC',
+                            'label': "40' High Cube",
+                            'extra': {'modo': 'maritimo',
+                                      'largo_m': 12.036,
+                                      'ancho_m': 2.35,
+                                      'alto_m': 2.697,
+                                      'capacidad_m3': 76.3,
+                                      'tara_kg': 3970,
+                                      'carga_max_kg': 26510}},
+                           {'code': '20PL',
+                            'label': "20' Platform",
+                            'extra': {'modo': 'maritimo',
+                                      'largo_m': 6.058,
+                                      'ancho_m': 2.438,
+                                      'alto_m': 0.37,
+                                      'tara_kg': 2520,
+                                      'carga_max_kg': 27960}},
+                           {'code': '20FRC',
+                            'label': "20' Flat Rack Collapsible",
+                            'extra': {'modo': 'maritimo',
+                                      'largo_m': 5.618,
+                                      'ancho_m': 2.206,
+                                      'alto_m': 2.233,
+                                      'tara_kg': 2750,
+                                      'carga_max_kg': 27730}},
+                           {'code': '20BK',
+                            'label': "20' Bulk",
+                            'extra': {'modo': 'maritimo',
+                                      'largo_m': 5.93,
+                                      'ancho_m': 2.35,
+                                      'alto_m': 2.34,
+                                      'capacidad_m3': 32.0,
+                                      'tara_kg': 2450,
+                                      'carga_max_kg': 21350}},
+                           {'code': '20TK',
+                            'label': "20' Tank",
+                            'extra': {'modo': 'maritimo',
+                                      'largo_m': 6.058,
+                                      'ancho_m': 2.438,
+                                      'alto_m': 2.438,
+                                      'tara_kg': 4100,
+                                      'carga_max_kg': 26200}},
+                           {'code': 'LD2',
+                            'label': 'LD2',
+                            'extra': {'modo': 'aereo',
+                                      'capacidad_m3': 3.5,
+                                      'tara_kg': 30,
+                                      'carga_max_kg': 1225,
+                                      'nota': 'Aviones 767'}},
+                           {'code': 'LD3',
+                            'label': 'LD3',
+                            'extra': {'modo': 'aereo',
+                                      'capacidad_m3': 4.2,
+                                      'tara_kg': 80,
+                                      'carga_max_kg': 1587,
+                                      'nota': 'B747/B777/DC10/MD-11/A310/A330/A340'}},
+                           {'code': 'LBD',
+                            'label': 'LBD (Flex Door)',
+                            'extra': {'modo': 'aereo',
+                                      'capacidad_m3': 7.0,
+                                      'tara_kg': 123,
+                                      'carga_max_kg': 2449,
+                                      'nota': 'Aviones 767'}},
+                           {'code': 'LD6',
+                            'label': 'LD6',
+                            'extra': {'modo': 'aereo',
+                                      'capacidad_m3': 8.9,
+                                      'tara_kg': 175,
+                                      'carga_max_kg': 3175,
+                                      'nota': 'B747/B777/DC10/MD-11/A310/A330/A340'}},
+                           {'code': 'PAG',
+                            'label': 'PAP / PIP / PAG',
+                            'extra': {'modo': 'aereo',
+                                      'capacidad_m3': 10.0,
+                                      'tara_kg': 120,
+                                      'carga_max_kg': 6033,
+                                      'nota': 'Boeing 747/767/777/DC10'}},
+                           {'code': 'LD9',
+                            'label': 'LD9 AAP',
+                            'extra': {'modo': 'aereo',
+                                      'capacidad_m3': 10.0,
+                                      'tara_kg': 85,
+                                      'carga_max_kg': 1588,
+                                      'nota': 'Boeing 747/777/DC10'}},
+                           {'code': 'XAW',
+                            'label': 'XAW',
+                            'extra': {'modo': 'aereo',
+                                      'capacidad_m3': 14.0,
+                                      'tara_kg': 170,
+                                      'carga_max_kg': 5000,
+                                      'nota': 'Boeing 747/777/DC10'}},
+                           {'code': 'PMC',
+                            'label': 'PMC',
+                            'extra': {'modo': 'aereo',
+                                      'capacidad_m3': 12.7,
+                                      'tara_kg': 130,
+                                      'carga_max_kg': 6804,
+                                      'nota': 'Boeing 747/767/777'}},
+                           {'code': 'LD8',
+                            'label': 'LD8',
+                            'extra': {'modo': 'aereo', 'capacidad_m3': 7.2, 'tara_kg': 120, 'carga_max_kg': 2450}},
+                           {'code': 'DV48',
+                            'label': "Dry Van 48'",
+                            'extra': {'modo': 'terrestre',
+                                      'largo_m': 14.63,
+                                      'ancho_m': 2.59,
+                                      'alto_m': 2.3,
+                                      'capacidad_m3': 98.0,
+                                      'carga_max_kg': 20412,
+                                      'pallets': 22}},
+                           {'code': 'SD',
+                            'label': 'Legal Step Deck (Single Drop)',
+                            'extra': {'modo': 'terrestre',
+                                      'largo_m': 11.58,
+                                      'ancho_m': 2.59,
+                                      'alto_m': 3.05,
+                                      'carga_max_kg': 20865}},
+                           {'code': 'TANK',
+                            'label': 'Tanker',
+                            'extra': {'modo': 'terrestre',
+                                      'largo_m': 16.15,
+                                      'ancho_m': 2.59,
+                                      'alto_m': 2.3,
+                                      'capacidad_l': 22712}},
+                           {'code': 'DV53',
+                            'label': "Dry Van 53'",
+                            'extra': {'modo': 'terrestre',
+                                      'largo_m': 16.15,
+                                      'ancho_m': 2.59,
+                                      'alto_m': 2.3,
+                                      'capacidad_m3': 99.11,
+                                      'carga_max_kg': 20412,
+                                      'pallets': 26}},
+                           {'code': 'DD',
+                            'label': 'Double Drop (Low Boy)',
+                            'extra': {'modo': 'terrestre',
+                                      'largo_m': 8.53,
+                                      'ancho_m': 2.59,
+                                      'alto_m': 3.51,
+                                      'carga_max_kg': 18144}},
+                           {'code': 'RF48',
+                            'label': "48' Reefer Trailer",
+                            'extra': {'modo': 'terrestre',
+                                      'largo_m': 14.63,
+                                      'ancho_m': 2.4,
+                                      'alto_m': 2.3,
+                                      'capacidad_m3': 90.0,
+                                      'carga_max_kg': 19958,
+                                      'pallets': 20}},
+                           {'code': 'FB48',
+                            'label': "48' Legal Flatbed",
+                            'extra': {'modo': 'terrestre',
+                                      'largo_m': 14.63,
+                                      'ancho_m': 2.59,
+                                      'alto_m': 2.59,
+                                      'carga_max_kg': 21772}},
+                           {'code': 'PUP28',
+                            'label': "Pup Trailer 28'",
+                            'extra': {'modo': 'terrestre',
+                                      'largo_m': 8.53,
+                                      'ancho_m': 2.59,
+                                      'alto_m': 2.3,
+                                      'capacidad_m3': 57.45,
+                                      'carga_max_kg': 9979,
+                                      'pallets': 14}},
+                           {'code': 'IM53',
+                            'label': "Intermodal 53' Container",
+                            'extra': {'modo': 'terrestre',
+                                      'largo_m': 16.15,
+                                      'ancho_m': 2.59,
+                                      'alto_m': 2.3,
+                                      'capacidad_m3': 99.11,
+                                      'carga_max_kg': 19958,
+                                      'pallets': 24}}]},
+ 'modo_tarifario': {'label': 'Modo de tarifario',
+                    'is_system': True,
+                    'items': [{'code': 'aereo', 'label': 'Aéreo'},
+                              {'code': 'maritimo_fcl', 'label': 'Marítimo FCL'},
+                              {'code': 'maritimo_lcl', 'label': 'Marítimo LCL'},
+                              {'code': 'terrestre', 'label': 'Terrestre'}]},
+ 'unidad_tarifa': {'label': 'Unidad de tarifa',
+                   'is_system': True,
+                   'items': [{'code': 'per_kg', 'label': 'Por kg'},
+                             {'code': 'per_wm', 'label': 'Por peso/medida (W/M)'},
+                             {'code': 'per_container', 'label': 'Por contenedor'},
+                             {'code': 'flat', 'label': 'Tarifa plana'}]},
+ 'concepto_cargo': {'label': 'Concepto de cargo',
+                    'is_system': False,
+                    'items': [{'code': 'combustible', 'label': 'Combustible (BAF/FSC)'},
+                              {'code': 'dgr', 'label': 'Mercancía peligrosa (DGR)'},
+                              {'code': 'moc', 'label': 'MOC (mínimo origen)'},
+                              {'code': 'afs', 'label': 'AFS'},
+                              {'code': 'thc', 'label': 'THC (manejo en terminal)'},
+                              {'code': 'maniobras', 'label': 'Maniobras'},
+                              {'code': 'almacenaje', 'label': 'Almacenaje'},
+                              {'code': 'seguro', 'label': 'Seguro'},
+                              {'code': 'despacho', 'label': 'Despacho aduanal'},
+                              {'code': 'documentacion', 'label': 'Documentación'},
+                              {'code': 'custodia', 'label': 'Custodia'},
+                              {'code': 'otro', 'label': 'Otro'}]}}
+
+TENANT_CATALOG_LABELS = {'servicio': 'Servicios que ofrece',
+ 'puerto': 'Puertos donde opera',
+ 'aeropuerto': 'Aeropuertos donde opera',
+ 'aduana': 'Aduanas donde opera'}
+
+# ---------------------------------------------------------------------------
+# Catálogos del proceso comercial (Solicitud de servicio → Cotización).
+# Alimentan los selects de la solicitud y del ciclo Oportunidad→Cotización.
+# is_system = catálogos base que el cliente no puede borrar (sólo activar/desactivar).
+# ---------------------------------------------------------------------------
+GLOBAL_CATALOGS.update({
+    'tipo_operacion': {'label': 'Tipo de operación',
+                       'is_system': True,
+                       'items': [{'code': 'importacion', 'label': 'Importación'},
+                                 {'code': 'exportacion', 'label': 'Exportación'}]},
+    'medio_transporte': {'label': 'Medio de transporte',
+                         'is_system': True,
+                         'items': [{'code': 'maritimo', 'label': 'Marítimo'},
+                                   {'code': 'aereo', 'label': 'Aéreo'},
+                                   {'code': 'terrestre', 'label': 'Terrestre'},
+                                   {'code': 'ferroviario', 'label': 'Ferroviario'},
+                                   {'code': 'multimodal', 'label': 'Multimodal'}]},
+    'tipo_servicio': {'label': 'Tipo de servicio',
+                      'is_system': True,
+                      'items': [{'code': 'puerto_puerto', 'label': 'Puerto a puerto'},
+                                {'code': 'puerto_puerta', 'label': 'Puerto a puerta'},
+                                {'code': 'puerta_puerto', 'label': 'Puerta a puerto'},
+                                {'code': 'puerta_puerta', 'label': 'Puerta a puerta'}]},
+    'prioridad': {'label': 'Prioridad',
+                  'is_system': False,
+                  'items': [{'code': 'baja', 'label': 'Baja'},
+                            {'code': 'normal', 'label': 'Normal'},
+                            {'code': 'alta', 'label': 'Alta'},
+                            {'code': 'urgente', 'label': 'Urgente'}]},
+    'tipo_mercancia': {'label': 'Tipo de mercancía',
+                       'is_system': False,
+                       'items': [{'code': 'general', 'label': 'Carga general'},
+                                 {'code': 'perecedera', 'label': 'Perecedera'},
+                                 {'code': 'peligrosa', 'label': 'Peligrosa (IMO)'},
+                                 {'code': 'refrigerada', 'label': 'Refrigerada'},
+                                 {'code': 'granel', 'label': 'Granel'},
+                                 {'code': 'sobredimensionada', 'label': 'Sobredimensionada'},
+                                 {'code': 'valiosa', 'label': 'Valiosa'},
+                                 {'code': 'otro', 'label': 'Otro'}]},
+    'unidad_medida': {'label': 'Unidad de medida',
+                      'is_system': False,
+                      'items': [{'code': 'cm', 'label': 'Centímetros (cm)'},
+                                {'code': 'm', 'label': 'Metros (m)'},
+                                {'code': 'in', 'label': 'Pulgadas (in)'},
+                                {'code': 'ft', 'label': 'Pies (ft)'},
+                                {'code': 'kg', 'label': 'Kilogramos (kg)'},
+                                {'code': 'lb', 'label': 'Libras (lb)'},
+                                {'code': 'm3', 'label': 'Metros cúbicos (m³)'}]},
+    'tipo_embalaje': {'label': 'Tipo de embalaje',
+                      'is_system': False,
+                      'items': [{'code': 'caja', 'label': 'Caja'},
+                                {'code': 'pallet', 'label': 'Pallet'},
+                                {'code': 'tarima', 'label': 'Tarima'},
+                                {'code': 'huacal', 'label': 'Huacal'},
+                                {'code': 'saco', 'label': 'Saco'},
+                                {'code': 'tambor', 'label': 'Tambor'},
+                                {'code': 'rollo', 'label': 'Rollo'},
+                                {'code': 'atado', 'label': 'Atado'},
+                                {'code': 'granel', 'label': 'Granel'},
+                                {'code': 'otro', 'label': 'Otro'}]},
+    'servicio_adicional': {'label': 'Servicios adicionales',
+                           'is_system': False,
+                           'items': [{'code': 'seguro', 'label': 'Seguro de la mercancía'},
+                                     {'code': 'despacho_aduanal', 'label': 'Despacho aduanal'},
+                                     {'code': 'transporte_terrestre', 'label': 'Transporte terrestre'},
+                                     {'code': 'almacenaje', 'label': 'Almacenaje'},
+                                     {'code': 'maniobras', 'label': 'Maniobras'},
+                                     {'code': 'custodia', 'label': 'Custodia'},
+                                     {'code': 'revalidacion', 'label': 'Revalidación'},
+                                     {'code': 'inspeccion', 'label': 'Inspección'},
+                                     {'code': 'otro', 'label': 'Otro'}]},
+    'tipo_documento': {'label': 'Tipo de documento',
+                       'is_system': False,
+                       'items': [{'code': 'factura_comercial', 'label': 'Factura comercial'},
+                                 {'code': 'packing_list', 'label': 'Packing list'},
+                                 {'code': 'certificado_origen', 'label': 'Certificado de origen'},
+                                 {'code': 'hoja_seguridad_msds', 'label': 'Hoja de seguridad (MSDS)'},
+                                 {'code': 'ficha_tecnica', 'label': 'Ficha técnica'},
+                                 {'code': 'carta_instrucciones', 'label': 'Carta de instrucciones'},
+                                 {'code': 'otro', 'label': 'Otro'}]},
+    'incoterm': {'label': 'Incoterm (2020)',
+                 'is_system': True,
+                 'items': [{'code': 'EXW', 'label': 'EXW — Ex Works (en fábrica)'},
+                           {'code': 'FCA', 'label': 'FCA — Free Carrier (franco transportista)'},
+                           {'code': 'FAS', 'label': 'FAS — Free Alongside Ship (franco al costado del buque)'},
+                           {'code': 'FOB', 'label': 'FOB — Free On Board (franco a bordo)'},
+                           {'code': 'CFR', 'label': 'CFR — Cost and Freight (costo y flete)'},
+                           {'code': 'CIF', 'label': 'CIF — Cost, Insurance and Freight (costo, seguro y flete)'},
+                           {'code': 'CPT', 'label': 'CPT — Carriage Paid To (transporte pagado hasta)'},
+                           {'code': 'CIP', 'label': 'CIP — Carriage and Insurance Paid To (transporte y seguro pagados hasta)'},
+                           {'code': 'DAP', 'label': 'DAP — Delivered At Place (entregado en lugar)'},
+                           {'code': 'DPU', 'label': 'DPU — Delivered At Place Unloaded (entregado en lugar descargado)'},
+                           {'code': 'DDP', 'label': 'DDP — Delivered Duty Paid (entregado con derechos pagados)'}]},
+})
+
+# Formas de pago SAT de un dígito → dos dígitos (01, 02, 03, 04, 05, 06, 08).
+# El SAT exige dos posiciones; se corrige el catálogo base.
+for _fp in GLOBAL_CATALOGS.get('forma_pago', {}).get('items', []):
+    if len(_fp['code']) == 1:
+        _fp['code'] = _fp['code'].zfill(2)
+
+# Ubicaciones por país (ciudad/puerto/aeropuerto), dependientes de `pais`.
+from .seed_locations import LOCATION_CATALOGS  # noqa: E402
+
+GLOBAL_CATALOGS.update(LOCATION_CATALOGS)

backend/api/v1/modules/crm/catalogs/seed_locations.py

@@ -0,0 +1,79 @@
+"""Catálogos de ubicaciones por país: ciudad, puerto (UN/LOCODE), aeropuerto (IATA).
+
+Dependientes de `pais` (`parent_catalog='pais'`, `parent_code=<ISO3>`). Curado a las
+rutas de comercio más usadas (extensible: agregar países/nodos según tarifarios).
+Los códigos de puerto/aeropuerto se alinean con los que usan las lanes del tarifario
+para que el Cotizador encuentre ruta.
+"""
+
+# (ISO3, ciudades[(code,label)], puertos[(code,label)], aeropuertos[(code,label)])
+_LOC = [
+    ("MEX",
+     [("MX-CDMX", "Ciudad de México"), ("MX-GDL", "Guadalajara"), ("MX-MTY", "Monterrey"),
+      ("MX-QRO", "Querétaro"), ("MX-TIJ", "Tijuana"), ("MX-VER", "Veracruz")],
+     [("MXZLO", "Manzanillo"), ("MXVER", "Veracruz"), ("MXATM", "Altamira"),
+      ("MXLZC", "Lázaro Cárdenas"), ("MXPGO", "Progreso"), ("MXESE", "Ensenada")],
+     [("MEX", "AICM Ciudad de México"), ("NLU", "AIFA Santa Lucía"), ("GDL", "Guadalajara"),
+      ("MTY", "Monterrey"), ("TIJ", "Tijuana"), ("CUN", "Cancún")]),
+    ("USA",
+     [("US-LAX", "Los Ángeles"), ("US-NYC", "Nueva York"), ("US-HOU", "Houston"),
+      ("US-CHI", "Chicago"), ("US-MIA", "Miami"), ("US-LRD", "Laredo")],
+     [("USLAX", "Los Angeles"), ("USLGB", "Long Beach"), ("USNYC", "Nueva York/NJ"),
+      ("USHOU", "Houston"), ("USSAV", "Savannah"), ("USSEA", "Seattle"), ("USOAK", "Oakland")],
+     [("LAX", "Los Ángeles"), ("JFK", "Nueva York JFK"), ("ORD", "Chicago O'Hare"),
+      ("MIA", "Miami"), ("DFW", "Dallas Fort Worth"), ("ATL", "Atlanta")]),
+    ("CHN",
+     [("CN-SHA", "Shanghái"), ("CN-SZX", "Shenzhen"), ("CN-CAN", "Guangzhou"),
+      ("CN-NGB", "Ningbo"), ("CN-TAO", "Qingdao"), ("CN-PEK", "Pekín")],
+     [("CNSHA", "Shanghái"), ("CNNGB", "Ningbo"), ("CNSZX", "Shenzhen"),
+      ("CNTAO", "Qingdao"), ("CNCAN", "Guangzhou"), ("CNXMN", "Xiamen"), ("CNTXG", "Tianjin")],
+     [("PVG", "Shanghái Pudong"), ("PEK", "Pekín Capital"), ("CAN", "Guangzhou"),
+      ("SZX", "Shenzhen"), ("HKG", "Hong Kong")]),
+    ("DEU",
+     [("DE-HAM", "Hamburgo"), ("DE-FRA", "Fráncfort"), ("DE-MUC", "Múnich"), ("DE-BER", "Berlín")],
+     [("DEHAM", "Hamburgo"), ("DEBRV", "Bremerhaven")],
+     [("FRA", "Fráncfort"), ("MUC", "Múnich"), ("HAM", "Hamburgo")]),
+    ("ESP",
+     [("ES-MAD", "Madrid"), ("ES-BCN", "Barcelona"), ("ES-VLC", "Valencia")],
+     [("ESVLC", "Valencia"), ("ESBCN", "Barcelona"), ("ESALG", "Algeciras")],
+     [("MAD", "Madrid Barajas"), ("BCN", "Barcelona")]),
+    ("NLD",
+     [("NL-RTM", "Róterdam"), ("NL-AMS", "Ámsterdam")],
+     [("NLRTM", "Róterdam")],
+     [("AMS", "Ámsterdam Schiphol")]),
+    ("BRA",
+     [("BR-SAO", "São Paulo"), ("BR-SSZ", "Santos"), ("BR-RIO", "Río de Janeiro")],
+     [("BRSSZ", "Santos"), ("BRPNG", "Paranaguá"), ("BRRIG", "Rio Grande")],
+     [("GRU", "São Paulo Guarulhos"), ("GIG", "Río de Janeiro")]),
+    ("CAN",
+     [("CA-YVR", "Vancouver"), ("CA-YYZ", "Toronto"), ("CA-YMQ", "Montreal")],
+     [("CAVAN", "Vancouver"), ("CAMTR", "Montreal"), ("CAHAL", "Halifax")],
+     [("YVR", "Vancouver"), ("YYZ", "Toronto Pearson")]),
+    ("JPN",
+     [("JP-TYO", "Tokio"), ("JP-OSA", "Osaka"), ("JP-YOK", "Yokohama")],
+     [("JPYOK", "Yokohama"), ("JPTYO", "Tokio"), ("JPNGO", "Nagoya"), ("JPKOB", "Kobe")],
+     [("NRT", "Tokio Narita"), ("HND", "Tokio Haneda"), ("KIX", "Osaka Kansai")]),
+    ("KOR",
+     [("KR-SEL", "Seúl"), ("KR-PUS", "Busan")],
+     [("KRPUS", "Busan"), ("KRINC", "Incheon")],
+     [("ICN", "Seúl Incheon")]),
+]
+
+
+def _build() -> dict:
+    ciudad, puerto, aeropuerto = [], [], []
+    for iso3, cities, ports, airports in _LOC:
+        for code, label in cities:
+            ciudad.append({"code": code, "label": label, "parent_catalog": "pais", "parent_code": iso3})
+        for code, label in ports:
+            puerto.append({"code": code, "label": f"{label} ({code})", "parent_catalog": "pais", "parent_code": iso3})
+        for code, label in airports:
+            aeropuerto.append({"code": code, "label": f"{label} ({code})", "parent_catalog": "pais", "parent_code": iso3})
+    return {
+        "ciudad": {"label": "Ciudad", "is_system": True, "items": ciudad},
+        "puerto": {"label": "Puerto", "is_system": True, "items": puerto},
+        "aeropuerto": {"label": "Aeropuerto", "is_system": True, "items": aeropuerto},
+    }
+
+
+LOCATION_CATALOGS = _build()

backend/api/v1/modules/crm/catalogs/service.py

@@ -0,0 +1,168 @@
+"""Lógica de negocio de los catálogos de referencia del CRM."""
+
+from typing import Any
+
+from fastapi import HTTPException, status
+from sqlalchemy import and_, or_
+from sqlalchemy.orm import Session
+
+from core.security import is_hub_admin
+
+from .dto import CatalogItemCreate, CatalogItemUpdate, CatalogMeta
+from .models import CatalogItem
+from .seed_data import GLOBAL_CATALOGS, TENANT_CATALOG_LABELS
+
+# Metadata de catálogos (labels y si el cliente puede llenarlos).
+CATALOG_LABELS: dict[str, str] = {k: v["label"] for k, v in GLOBAL_CATALOGS.items()}
+CATALOG_LABELS.update(TENANT_CATALOG_LABELS)
+# Catálogos que administra el cliente (tenant). El resto son globales (Aduanasoft).
+TENANT_CATALOG_KEYS = set(TENANT_CATALOG_LABELS.keys())
+KNOWN_CATALOGS = set(CATALOG_LABELS.keys())
+
+
+def _require_known(catalog: str) -> None:
+    if catalog not in KNOWN_CATALOGS:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail=f"Catálogo '{catalog}' no existe")
+
+
+def list_meta(db: Session, tenant_id: int) -> list[CatalogMeta]:
+    """Lista todos los catálogos disponibles con su conteo (global + del tenant)."""
+    out: list[CatalogMeta] = []
+    for key, label in CATALOG_LABELS.items():
+        is_tenant = key in TENANT_CATALOG_KEYS
+        count = (
+            db.query(CatalogItem)
+            .filter(
+                CatalogItem.catalog == key,
+                or_(CatalogItem.tenant_id.is_(None), CatalogItem.tenant_id == tenant_id),
+            )
+            .count()
+        )
+        out.append(
+            CatalogMeta(
+                catalog=key,
+                label=label,
+                scope="tenant" if is_tenant else "global",
+                is_system=bool(GLOBAL_CATALOGS.get(key, {}).get("is_system", False)),
+                count=count,
+            )
+        )
+    return out
+
+
+def list_items(
+    db: Session,
+    catalog: str,
+    tenant_id: int,
+    parent_code: str | None = None,
+    include_inactive: bool = False,
+) -> list[CatalogItem]:
+    _require_known(catalog)
+    q = db.query(CatalogItem).filter(
+        CatalogItem.catalog == catalog,
+        or_(CatalogItem.tenant_id.is_(None), CatalogItem.tenant_id == tenant_id),
+    )
+    if not include_inactive:
+        q = q.filter(CatalogItem.is_active.is_(True))
+    if parent_code:
+        q = q.filter(CatalogItem.parent_code == parent_code)
+    return q.order_by(CatalogItem.sort_order, CatalogItem.label).all()
+
+
+def _resolve_write_scope(catalog: str, scope: str | None, current_user: dict) -> int | None:
+    """Devuelve el tenant_id a usar al escribir (None = global) y valida permisos.
+
+    - scope 'global' → solo hub_admin puede tocar catálogos globales (Aduanasoft).
+    - scope 'tenant' (default) → se guarda en el tenant del usuario.
+    """
+    wants_global = scope == "global"
+    if wants_global:
+        if not is_hub_admin(current_user):
+            raise HTTPException(
+                status_code=status.HTTP_403_FORBIDDEN,
+                detail="Solo un administrador de Aduanasoft puede editar catálogos globales.",
+            )
+        return None
+    return int(current_user["tenant_id"])
+
+
+def create_item(
+    db: Session, catalog: str, data: CatalogItemCreate, current_user: dict, scope: str | None = None
+) -> CatalogItem:
+    _require_known(catalog)
+    target_tenant = _resolve_write_scope(catalog, scope, current_user)
+
+    # No duplicar por (catalog, code, tenant_id)
+    exists = (
+        db.query(CatalogItem)
+        .filter(
+            CatalogItem.catalog == catalog,
+            CatalogItem.code == data.code,
+            CatalogItem.tenant_id.is_(None) if target_tenant is None else CatalogItem.tenant_id == target_tenant,
+        )
+        .first()
+    )
+    if exists:
+        raise HTTPException(
+            status_code=status.HTTP_409_CONFLICT,
+            detail=f"Ya existe la clave '{data.code}' en el catálogo '{catalog}'.",
+        )
+
+    item = CatalogItem(
+        catalog=catalog,
+        code=data.code,
+        label=data.label,
+        parent_catalog=data.parent_catalog,
+        parent_code=data.parent_code,
+        tenant_id=target_tenant,
+        sort_order=data.sort_order,
+        is_active=data.is_active,
+        is_system=False,
+        created_by=current_user.get("sub"),
+        updated_by=current_user.get("sub"),
+    )
+    db.add(item)
+    db.commit()
+    db.refresh(item)
+    return item
+
+
+def _get_writable(db: Session, catalog: str, item_id: int, current_user: dict) -> CatalogItem:
+    _require_known(catalog)
+    item = db.query(CatalogItem).filter(CatalogItem.id == item_id, CatalogItem.catalog == catalog).first()
+    if not item:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Elemento no encontrado")
+    if item.tenant_id is None:
+        # Global (Aduanasoft): solo hub_admin.
+        if not is_hub_admin(current_user):
+            raise HTTPException(
+                status_code=status.HTTP_403_FORBIDDEN,
+                detail="Solo un administrador de Aduanasoft puede editar este catálogo global.",
+            )
+    elif item.tenant_id != int(current_user["tenant_id"]):
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Elemento no encontrado")
+    return item
+
+
+def update_item(
+    db: Session, catalog: str, item_id: int, data: CatalogItemUpdate, current_user: dict
+) -> CatalogItem:
+    item = _get_writable(db, catalog, item_id, current_user)
+    payload: dict[str, Any] = data.model_dump(exclude_unset=True)
+    for field, value in payload.items():
+        setattr(item, field, value)
+    item.updated_by = current_user.get("sub")
+    db.commit()
+    db.refresh(item)
+    return item
+
+
+def delete_item(db: Session, catalog: str, item_id: int, current_user: dict) -> None:
+    item = _get_writable(db, catalog, item_id, current_user)
+    if item.is_system:
+        raise HTTPException(
+            status_code=status.HTTP_400_BAD_REQUEST,
+            detail="Un catálogo base del sistema no se puede borrar; puedes desactivarlo.",
+        )
+    db.delete(item)
+    db.commit()

backend/api/v1/modules/crm/common/folios.py

@@ -0,0 +1,96 @@
+"""Folios auto-generados del ciclo comercial (Oportunidad → Solicitud → Cotización → Operación).
+
+Formato: ``{LETRA}{AAAA}-{MM}-{NNN}-{DIR}`` (ej. ``O2025-08-001-E``):
+- LETRA: entidad — ``O`` Oportunidad, ``S`` Solicitud, ``C`` Cotización, ``OP`` Operación/Embarque.
+- ``AAAA-MM``: año-mes de creación.
+- ``NNN``: consecutivo **mensual** por compañía y por entidad (reinicia cada mes).
+- ``DIR``: ``I`` importación / ``E`` exportación (``X`` si aún no se define la dirección).
+
+El consecutivo se toma de ``crm.folio_counters`` con bloqueo de fila para evitar
+duplicados por concurrencia. En SQLite (pruebas) el ``FOR UPDATE`` se ignora sin error;
+la unicidad la garantiza el índice único (tenant, company, entity, period).
+"""
+
+from __future__ import annotations
+
+from datetime import date
+
+from sqlalchemy import Integer, String, UniqueConstraint, text
+from sqlalchemy.orm import Mapped, mapped_column
+
+from api.v1.common.base_models import BaseTimestampMixin, TenantScopedMixin
+from core.database import Base
+
+# Entidades válidas y su letra de folio (F = factura, EXP = expediente; sin dirección).
+ENTITIES = ("O", "S", "C", "OP", "F", "EXP")
+# Mapa dirección de operación → sufijo del folio.
+_DIRECTION_SUFFIX = {"importacion": "I", "exportacion": "E"}
+
+
+class FolioCounter(Base, TenantScopedMixin, BaseTimestampMixin):
+    """Consecutivo mensual por compañía y entidad para armar los folios del ciclo."""
+
+    __tablename__ = "folio_counters"
+    __table_args__ = (
+        UniqueConstraint(
+            "tenant_id", "company_id", "entity", "period", name="uq_crm_folio_counters_scope"
+        ),
+        {"schema": "crm"},
+    )
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+    entity: Mapped[str] = mapped_column(String(4), nullable=False)  # O | S | C | OP
+    period: Mapped[str] = mapped_column(String(7), nullable=False)  # 'AAAA-MM'
+    last_number: Mapped[int] = mapped_column(Integer, nullable=False, server_default=text("0"))
+
+
+def direction_suffix(direction: str | None) -> str:
+    """Devuelve la letra de dirección del folio (I/E) o 'X' si no está definida."""
+    return _DIRECTION_SUFFIX.get(direction or "", "X")
+
+
+def next_folio(
+    db,
+    tenant_id: int,
+    company_id: int,
+    entity: str,
+    direction: str | None,
+    on_date: date | None = None,
+    with_direction: bool = True,
+) -> str:
+    """Genera el siguiente folio de una entidad, incrementando su consecutivo mensual.
+
+    Reserva el número dentro de la transacción activa (no hace commit): el ``create_*``
+    que lo invoca es quien confirma junto con la fila recién creada. ``with_direction=False``
+    omite el sufijo I/E (p. ej. facturas → ``F2026-08-001``).
+    """
+    if entity not in ENTITIES:
+        raise ValueError(f"Entidad de folio inválida: {entity!r}")
+    on_date = on_date or date.today()
+    period = on_date.strftime("%Y-%m")
+
+    counter = (
+        db.query(FolioCounter)
+        .filter(
+            FolioCounter.tenant_id == tenant_id,
+            FolioCounter.company_id == company_id,
+            FolioCounter.entity == entity,
+            FolioCounter.period == period,
+        )
+        .with_for_update()
+        .first()
+    )
+    if counter is None:
+        counter = FolioCounter(
+            tenant_id=tenant_id, company_id=company_id, entity=entity, period=period, last_number=0
+        )
+        db.add(counter)
+        db.flush()
+
+    counter.last_number = (counter.last_number or 0) + 1
+    db.flush()
+
+    sequence = f"{counter.last_number:03d}"
+    if not with_direction:
+        return f"{entity}{period}-{sequence}"
+    return f"{entity}{period}-{sequence}-{direction_suffix(direction)}"

backend/api/v1/modules/crm/common/pricing.py

@@ -0,0 +1,37 @@
+"""Cálculos de precio compartidos del proceso comercial.
+
+Peso volumétrico / a cobrar de carga aérea (doc maestro de cotización):
+    P/Vol = (Largo_cm × Ancho_cm × Alto_cm × cantidad) / 6000
+El peso a cobrar es el mayor entre el peso bruto y el P/Vol (estándar aéreo).
+6000 cm³/kg es el factor internacional (equivale a ~167 kg/m³).
+"""
+
+from __future__ import annotations
+
+from decimal import Decimal
+
+# Factor internacional de peso volumétrico aéreo (cm³ por kg).
+AIR_VOLUMETRIC_DIVISOR = Decimal("6000")
+
+
+def _d(value) -> Decimal:
+    if value is None:
+        return Decimal(0)
+    return value if isinstance(value, Decimal) else Decimal(str(value))
+
+
+def air_volumetric_kg(length_cm, width_cm, height_cm, qty=1) -> Decimal:
+    """Peso volumétrico aéreo a partir de dimensiones (cm) y cantidad de bultos.
+
+    Devuelve 0 si falta alguna dimensión (no se puede calcular).
+    """
+    length, width, height = _d(length_cm), _d(width_cm), _d(height_cm)
+    if length <= 0 or width <= 0 or height <= 0:
+        return Decimal(0)
+    quantity = _d(qty) if _d(qty) > 0 else Decimal(1)
+    return (length * width * height * quantity) / AIR_VOLUMETRIC_DIVISOR
+
+
+def air_chargeable_kg(gross_kg, length_cm, width_cm, height_cm, qty=1) -> Decimal:
+    """Peso a cobrar aéreo: max(peso bruto, peso volumétrico por dimensiones)."""
+    return max(_d(gross_kg), air_volumetric_kg(length_cm, width_cm, height_cm, qty))

backend/api/v1/modules/crm/documents/models.py

@@ -22,6 +22,10 @@ class Document(Base, TenantScopedMixin, TimestampMixin):
     supplier_id: Mapped[int | None] = mapped_column(
         Integer, ForeignKey("crm.suppliers.id"), nullable=True, index=True
     )
+    # Documento adjunto a una solicitud de servicio (factura, packing list, MSDS, etc.)
+    service_request_id: Mapped[int | None] = mapped_column(
+        Integer, ForeignKey("crm.service_requests.id"), nullable=True, index=True
+    )
     # constancia_fiscal | acta_constitutiva | identificacion | comprobante_domicilio |
     # contrato | presentacion | certificacion | licencia | convenio | tarifario | otro
     doc_type: Mapped[str] = mapped_column(String(60), nullable=False)

backend/api/v1/modules/crm/leads/dto.py

@@ -11,6 +11,7 @@ class LeadCreate(BaseModel):
     phone: str | None = Field(None, max_length=40)
     company_name: str | None = Field(None, max_length=255)
     source: str | None = Field(None, max_length=60)
+    preferred_contact_method: str | None = Field(None, max_length=20)
     status: str = Field("new", max_length=20)
     estimated_value: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
     owner_user_id: str | None = Field(None, max_length=64)
@@ -24,6 +25,7 @@ class LeadUpdate(BaseModel):
     phone: str | None = Field(None, max_length=40)
     company_name: str | None = Field(None, max_length=255)
     source: str | None = Field(None, max_length=60)
+    preferred_contact_method: str | None = Field(None, max_length=20)
     status: str | None = Field(None, max_length=20)
     estimated_value: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
     owner_user_id: str | None = Field(None, max_length=64)
@@ -50,6 +52,7 @@ class LeadResponse(BaseModel):
     phone: str | None
     company_name: str | None
     source: str | None
+    preferred_contact_method: str | None = None
     status: str
     estimated_value: Decimal | None
     owner_user_id: str | None

backend/api/v1/modules/crm/leads/models.py

@@ -19,6 +19,8 @@ class Lead(Base, TenantScopedMixin, TimestampMixin):
     company_name: Mapped[str | None] = mapped_column(String(255), nullable=True)
     # Origen: web | referido | evento | llamada | email | otro
     source: Mapped[str | None] = mapped_column(String(60), nullable=True)
+    # Medio de contacto preferido (catálogo medio_contacto): llamada|correo|whatsapp|…
+    preferred_contact_method: Mapped[str | None] = mapped_column(String(20), nullable=True)
     # Estado: new | contacted | qualified | unqualified | converted
     status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'new'"), index=True)
     estimated_value: Mapped[float | None] = mapped_column(Numeric(14, 2), nullable=True)

backend/api/v1/modules/crm/opportunities/dto.py

@@ -17,6 +17,7 @@ class OpportunityCreate(BaseModel):
     source: str | None = Field(None, max_length=60)
     owner_user_id: str | None = Field(None, max_length=64)
     notes: str | None = None
+    operation_type: str | None = Field(None, max_length=20)  # importacion | exportacion
 
 
 class OpportunityUpdate(BaseModel):
@@ -30,10 +31,13 @@ class OpportunityUpdate(BaseModel):
     probability: int | None = Field(None, ge=0, le=100)
     status: str | None = Field(None, max_length=20)
     expected_close_date: date | None = None
+    won_date: date | None = None
+    lost_date: date | None = None
     lost_reason: str | None = Field(None, max_length=255)
     source: str | None = Field(None, max_length=60)
     owner_user_id: str | None = Field(None, max_length=64)
     notes: str | None = None
+    operation_type: str | None = Field(None, max_length=20)
 
 
 class OpportunityMove(BaseModel):
@@ -57,10 +61,16 @@ class OpportunityResponse(BaseModel):
     status: str
     expected_close_date: date | None
     closed_at: datetime | None
+    won_date: date | None = None
+    lost_date: date | None = None
     lost_reason: str | None
     source: str | None
     owner_user_id: str | None
     notes: str | None
+    operation_type: str | None = None
+    reference: str | None = None
+    case_id: int | None = None
+    converted_service_request_id: int | None = None
     tenant_id: int
     company_id: int
     created_at: datetime

backend/api/v1/modules/crm/opportunities/models.py

@@ -34,7 +34,18 @@ class Opportunity(Base, TenantScopedMixin, TimestampMixin):
     status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'open'"), index=True)
     expected_close_date: Mapped[date | None] = mapped_column(Date, nullable=True)
     closed_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
+    won_date: Mapped[date | None] = mapped_column(Date, nullable=True)   # fecha en que se ganó
+    lost_date: Mapped[date | None] = mapped_column(Date, nullable=True)  # fecha en que se perdió
     lost_reason: Mapped[str | None] = mapped_column(String(255), nullable=True)
     source: Mapped[str | None] = mapped_column(String(60), nullable=True)
     owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
     notes: Mapped[str | None] = mapped_column(Text, nullable=True)
+    # Dirección de la operación (importacion|exportacion): se hereda a Solicitud→Cotización→Embarque
+    operation_type: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    reference: Mapped[str | None] = mapped_column(String(40), nullable=True, index=True)  # folio O...
+    # Expediente (hilo maestro del trámite); nace aquí y se hereda hacia abajo
+    case_id: Mapped[int | None] = mapped_column(Integer, ForeignKey("crm.cases.id"), nullable=True, index=True)
+    # Solicitud generada al convertir la oportunidad (back-link idempotente)
+    converted_service_request_id: Mapped[int | None] = mapped_column(
+        Integer, ForeignKey("crm.service_requests.id"), nullable=True
+    )

backend/api/v1/modules/crm/opportunities/service.py

@@ -1,9 +1,11 @@
-from datetime import datetime, timezone
+from datetime import date, datetime, timezone
 
 from fastapi import HTTPException, status
 from sqlalchemy.orm import Session
 
 from ..accounts.models import Account
+from ..cases import service as cases_service
+from ..common.folios import next_folio
 from ..contacts.models import Contact
 from ..pipelines.models import Pipeline, PipelineStage
 from .dto import OpportunityCreate, OpportunityUpdate
@@ -46,14 +48,20 @@ def _apply_stage_state(opportunity: Opportunity, stage: PipelineStage) -> None:
         opportunity.status = "won"
         opportunity.probability = 100
         opportunity.closed_at = datetime.now(timezone.utc)
+        opportunity.won_date = opportunity.won_date or date.today()
+        opportunity.lost_date = None
     elif stage.is_lost:
         opportunity.status = "lost"
         opportunity.probability = 0
         opportunity.closed_at = datetime.now(timezone.utc)
+        opportunity.lost_date = opportunity.lost_date or date.today()
+        opportunity.won_date = None
     else:
         opportunity.status = "open"
         opportunity.probability = stage.probability
         opportunity.closed_at = None
+        opportunity.won_date = None
+        opportunity.lost_date = None
 
 
 def _validate_refs(db: Session, data: dict, tenant_id: int, company_id: int) -> None:
@@ -149,6 +157,15 @@ def create_opportunity(
     if opportunity.stage_id is not None:
         stage = _get_scoped_stage(db, opportunity.stage_id, tenant_id, company_id)
         _apply_stage_state(opportunity, stage)
+    # Folio O... auto-generado (mensual). La dirección impo/expo se hereda al ciclo.
+    if not opportunity.reference:
+        opportunity.reference = next_folio(db, tenant_id, company_id, "O", opportunity.operation_type)
+    # Expediente: nace con la oportunidad y se hereda a solicitud/cotización/operación/factura
+    if not opportunity.case_id:
+        case = cases_service.create_case(
+            db, tenant_id, company_id, account_id=opportunity.account_id, title=opportunity.name, stage="oportunidad",
+        )
+        opportunity.case_id = case.id
     db.add(opportunity)
     db.commit()
     db.refresh(opportunity)

backend/api/v1/modules/crm/quotes/dto.py

@@ -56,6 +56,7 @@ class QuoteBase(BaseModel):
     service_request_id: int | None = None
     account_id: int | None = None
     currency: str = Field("USD", max_length=3)
+    load_type: str | None = Field(None, max_length=10)  # FCL | LCL (variante de la comparación "Ambas")
     issue_date: date | None = None
     valid_until: date | None = None
     notes: str | None = None
@@ -72,6 +73,7 @@ class QuoteUpdate(BaseModel):
     service_request_id: int | None = None
     account_id: int | None = None
     currency: str | None = Field(None, max_length=3)
+    load_type: str | None = Field(None, max_length=10)
     issue_date: date | None = None
     valid_until: date | None = None
     notes: str | None = None
@@ -83,9 +85,12 @@ class QuoteResponse(QuoteBase):
     model_config = ConfigDict(from_attributes=True)
 
     id: int
+    service_request_reference: str | None = None  # folio de la solicitud referenciada
+    case_id: int | None = None
     status: str
     total_cost: Decimal
     total_sale: Decimal
+    pdf_file_key: str | None = None
     sent_at: datetime | None = None
     accepted_at: datetime | None = None
     rejected_at: datetime | None = None
@@ -100,3 +105,30 @@ class QuoteResponse(QuoteBase):
     @property
     def margin(self) -> Decimal:
         return (self.total_sale or Decimal(0)) - (self.total_cost or Decimal(0))
+
+
+# ----- Configuración de marca del formato de cotización -----
+
+class QuoteSettingsInput(BaseModel):
+    emitter_name: str | None = Field(None, max_length=255)
+    emitter_rfc: str | None = Field(None, max_length=13)
+    emitter_address: str | None = None
+    emitter_phone: str | None = Field(None, max_length=60)
+    emitter_email: str | None = Field(None, max_length=255)
+    emitter_website: str | None = Field(None, max_length=255)
+    accent_color: str | None = Field(None, max_length=9)
+    quote_prefix: str | None = Field(None, max_length=12)
+    default_terms: str | None = None
+    footer_note: str | None = None
+
+
+class QuoteSettingsResponse(QuoteSettingsInput):
+    model_config = ConfigDict(from_attributes=True)
+    id: int | None = None
+    logo_file_key: str | None = None
+
+
+class SendQuoteEmailRequest(BaseModel):
+    to: str | None = None
+    subject: str | None = None
+    message: str | None = None

backend/api/v1/modules/crm/quotes/models.py

@@ -15,6 +15,7 @@ class Quote(Base, TenantScopedMixin, TimestampMixin):
 
     id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
     reference: Mapped[str | None] = mapped_column(String(40), nullable=True, index=True)
+    case_id: Mapped[int | None] = mapped_column(Integer, ForeignKey("crm.cases.id"), nullable=True, index=True)  # expediente
     service_request_id: Mapped[int | None] = mapped_column(
         Integer, ForeignKey("crm.service_requests.id"), nullable=True, index=True
     )
@@ -22,6 +23,8 @@ class Quote(Base, TenantScopedMixin, TimestampMixin):
         Integer, ForeignKey("crm.accounts.id"), nullable=True, index=True
     )
     currency: Mapped[str] = mapped_column(String(3), nullable=False, server_default=text("'USD'"))
+    # Variante de carga cuando la solicitud es "Ambas": FCL | LCL (NULL si no aplica)
+    load_type: Mapped[str | None] = mapped_column(String(10), nullable=True)
     # borrador | enviada | aceptada | rechazada
     status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'borrador'"), index=True)
     issue_date: Mapped[date | None] = mapped_column(Date, nullable=True)
@@ -34,10 +37,35 @@ class Quote(Base, TenantScopedMixin, TimestampMixin):
     notes: Mapped[str | None] = mapped_column(Text, nullable=True)
     terms: Mapped[str | None] = mapped_column(Text, nullable=True)
     owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
+    # Clave del PDF generado en MinIO (para regenerar/enviar)
+    pdf_file_key: Mapped[str | None] = mapped_column(String(512), nullable=True)
     created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
     updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
 
 
+class QuoteSettings(Base, TenantScopedMixin, TimestampMixin):
+    """Configuración de marca del formato de cotización, por compañía (tenant).
+
+    Encabezado del emisor, logo y textos por defecto que se imprimen en el PDF.
+    """
+
+    __tablename__ = "quote_settings"
+    __table_args__ = {"schema": "crm"}
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+    emitter_name: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    emitter_rfc: Mapped[str | None] = mapped_column(String(13), nullable=True)
+    emitter_address: Mapped[str | None] = mapped_column(Text, nullable=True)
+    emitter_phone: Mapped[str | None] = mapped_column(String(60), nullable=True)
+    emitter_email: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    emitter_website: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    logo_file_key: Mapped[str | None] = mapped_column(String(512), nullable=True)
+    accent_color: Mapped[str | None] = mapped_column(String(9), nullable=True, server_default=text("'#2f6bf0'"))
+    quote_prefix: Mapped[str | None] = mapped_column(String(12), nullable=True, server_default=text("'COT'"))
+    default_terms: Mapped[str | None] = mapped_column(Text, nullable=True)
+    footer_note: Mapped[str | None] = mapped_column(Text, nullable=True)
+
+
 class QuoteItem(Base, TenantScopedMixin, TimestampMixin):
     """Concepto de una cotización (flete, transporte terrestre, despacho, gastos destino, otros)."""
 

backend/api/v1/modules/crm/quotes/pdf.py

@@ -0,0 +1,376 @@
+"""Generador del PDF de Cotización — diseño profesional, sin dependencias de sistema.
+
+Compone un PDF 1.4 byte a byte (Helvetica / Helvetica-Bold) con barras de sección,
+tabla de costos con bordes y filas alternadas, caja de totales y logo incrustado
+(JPEG /DCTDecode vía Pillow). El branding (emisor, color) viene de la config por tenant.
+"""
+
+from __future__ import annotations
+
+import io
+from decimal import Decimal
+
+_W = 612
+_H = 792
+_ML = 50           # margen izquierdo
+_MR = 562          # margen derecho (x)
+
+CONCEPT_LABELS = {
+    "flete_internacional": "Flete internacional",
+    "transporte_terrestre": "Transporte terrestre",
+    "despacho_aduanal": "Despacho aduanal",
+    "gastos_destino": "Gastos en destino",
+    "otros": "Otros cargos",
+}
+
+_TRANSLATE = str.maketrans({"—": "-", "–": "-", "“": '"', "”": '"', "‘": "'", "’": "'", "•": "-", "…": "...", "\t": " "})
+
+
+def _esc(text) -> str:
+    s = ("" if text is None else str(text)).translate(_TRANSLATE)
+    s = s.encode("latin-1", "replace").decode("latin-1")
+    return s.replace("\\", r"\\").replace("(", r"\(").replace(")", r"\)")
+
+
+def _money(value) -> str:
+    return f"{Decimal(str(value or 0)).quantize(Decimal('0.01')):,.2f}"
+
+
+def _num(value) -> str:
+    return f"{Decimal(str(value or 0)):,.2f}"
+
+
+# Ancho aprox de una cadena en Helvetica (para alinear a la derecha / truncar)
+def _text_w(s: str, size: float, bold: bool = False) -> float:
+    return len(s) * size * (0.56 if bold else 0.52)
+
+
+def _fit(s: str, size: float, max_w: float) -> str:
+    s = s or ""
+    if _text_w(s, size) <= max_w:
+        return s
+    while s and _text_w(s + "…", size) > max_w:
+        s = s[:-1]
+    return s + "…"
+
+
+def _wrap(text: str, width_chars: int) -> list[str]:
+    words = (text or "").split()
+    if not words:
+        return []
+    out, cur = [], ""
+    for w in words:
+        cand = f"{cur} {w}".strip()
+        if len(cand) > width_chars and cur:
+            out.append(cur)
+            cur = w
+        else:
+            cur = cand
+    if cur:
+        out.append(cur)
+    return out
+
+
+def _hex_rgb(hexs: str | None) -> tuple[float, float, float]:
+    try:
+        h = (hexs or "#12294c").lstrip("#")
+        return tuple(int(h[i : i + 2], 16) / 255 for i in (0, 2, 4))  # type: ignore[return-value]
+    except Exception:
+        return (0.07, 0.16, 0.30)
+
+
+def _prep_logo(logo_bytes: bytes | None):
+    if not logo_bytes:
+        return None
+    try:
+        from PIL import Image
+
+        im = Image.open(io.BytesIO(logo_bytes)).convert("RGB")
+        im.thumbnail((600, 300))
+        buf = io.BytesIO()
+        im.save(buf, format="JPEG", quality=88)
+        return buf.getvalue(), im.width, im.height
+    except Exception:
+        return None
+
+
+class _Canvas:
+    """Acumula operadores de contenido con paginación simple."""
+
+    def __init__(self):
+        self.pages: list[list[str]] = [[]]
+        self.y = _H
+
+    @property
+    def ops(self) -> list[str]:
+        return self.pages[-1]
+
+    def new_page(self):
+        self.pages.append([])
+        self.y = _H - 50
+
+    def ensure(self, needed: float):
+        if self.y - needed < 50:
+            self.new_page()
+
+    def rect(self, x, y, w, h, rgb):
+        r, g, b = rgb
+        self.ops.append(f"{r:.3f} {g:.3f} {b:.3f} rg {x:.1f} {y:.1f} {w:.1f} {h:.1f} re f")
+
+    def line(self, x1, y1, x2, y2, rgb, width=0.6):
+        r, g, b = rgb
+        self.ops.append(f"{width} w {r:.3f} {g:.3f} {b:.3f} RG {x1:.1f} {y1:.1f} m {x2:.1f} {y2:.1f} l S")
+
+    def text(self, x, y, s, size=10, rgb=(0, 0, 0), bold=False, right=False):
+        font = "F2" if bold else "F1"
+        r, g, b = rgb
+        tx = x - _text_w(str(s), size, bold) if right else x
+        self.ops.append(f"BT /{font} {size} Tf {r:.3f} {g:.3f} {b:.3f} rg 1 0 0 1 {tx:.1f} {y:.1f} Tm ({_esc(s)}) Tj ET")
+
+
+def build_quote_pdf(
+    *,
+    emitter: dict,
+    head: dict,
+    client: dict,
+    cargo: list[tuple[str, str]],
+    route: list[tuple[str, str]],
+    items: list[dict],
+    currency: str,
+    subtotal,
+    terms: str | None,
+    footer: str | None,
+    logo_bytes: bytes | None = None,
+    accent: str | None = "#12294c",
+) -> bytes:
+    ACC = _hex_rgb(accent)
+    INK = (0.10, 0.15, 0.24)
+    GRAY = (0.42, 0.47, 0.55)
+    LINE = (0.80, 0.84, 0.90)
+    ZEBRA = (0.955, 0.965, 0.980)
+    logo = _prep_logo(logo_bytes)
+
+    c = _Canvas()
+
+    # ---------------- Encabezado ----------------
+    c.rect(0, _H - 12, _W, 12, ACC)  # banda superior
+    logo_bottom = _H - 95
+    if logo:
+        _, lw, lh = logo
+        dw, dh = 150.0, 150.0 * lh / lw
+        if dh > 55:
+            dh, dw = 55.0, 55.0 * lw / lh
+        c.ops.append(f"q {dw:.1f} 0 0 {dh:.1f} {_ML} {logo_bottom:.1f} cm /Im0 Do Q")
+    else:
+        c.text(_ML, _H - 55, emitter.get("name") or "Emisor", 16, INK, bold=True)
+
+    # Emisor (derecha)
+    ex, ey = 320, _H - 42
+    c.text(ex, ey, emitter.get("name") or "Emisor", 12, INK, bold=True)
+    ey -= 14
+    em_lines = []
+    if emitter.get("rfc"):
+        em_lines.append(f"RFC: {emitter['rfc']}")
+    for a in (emitter.get("address") or "").splitlines():
+        if a.strip():
+            em_lines.append(a.strip())
+    contact = "   ".join([x for x in [emitter.get("phone"), emitter.get("email"), emitter.get("website")] if x])
+    if contact:
+        em_lines.append(contact)
+    for ln in em_lines[:5]:
+        c.text(ex, ey, _fit(ln, 8.5, _MR - ex), 8.5, GRAY)
+        ey -= 11
+
+    # Título + regla
+    c.text(_ML, _H - 150, "COTIZACIÓN", 26, INK, bold=True)
+    c.line(_ML, _H - 158, _ML + 190, _H - 158, ACC, 2)
+
+    # Panel de datos (derecha)
+    px, pw = 320, _MR - 320
+    py_top = _H - 128
+    ph = 74
+    c.rect(px, py_top - ph, pw, ph, ZEBRA)
+    c.line(px, py_top, px, py_top - ph, LINE)
+    hy = py_top - 15
+    info = [
+        ("No.", head.get("reference") or "-"),
+        ("Fecha", head.get("issue_date") or "-"),
+        ("Vigencia", head.get("valid_until") or "-"),
+        ("Ejecutivo", head.get("owner") or "-"),
+        ("Estatus", str(head.get("status") or "-").capitalize()),
+    ]
+    for k, v in info:
+        c.text(px + 10, hy, f"{k}:", 8.5, GRAY, bold=True)
+        c.text(px + 66, hy, _fit(str(v), 9, pw - 76), 9, INK)
+        hy -= 12.5
+
+    c.y = _H - 215
+
+    # ---------------- Helpers de sección ----------------
+    def section(title: str):
+        c.ensure(30)
+        c.rect(_ML, c.y - 18, _MR - _ML, 18, ACC)
+        c.text(_ML + 8, c.y - 13, title.upper(), 9.5, (1, 1, 1), bold=True)
+        c.y -= 26
+
+    def kv_block(pairs: list[tuple[str, str]]):
+        rows = [(k, v) for k, v in pairs if v not in (None, "", "None")]
+        if not rows:
+            return False
+        col_w = (_MR - _ML) / 2
+        i = 0
+        while i < len(rows):
+            c.ensure(16)
+            for col in range(2):
+                if i + col < len(rows):
+                    k, v = rows[i + col]
+                    x = _ML + 6 + col * col_w
+                    c.text(x, c.y - 11, f"{k}:", 9, GRAY, bold=True)
+                    c.text(x + _text_w(f"{k}: ", 9, True), c.y - 11, _fit(str(v), 9, col_w - 90), 9, INK)
+            c.y -= 16
+            i += 2
+        c.y -= 4
+        return True
+
+    # ---------------- Cliente ----------------
+    section("Cliente")
+    if not kv_block([
+        ("Cliente", client.get("name")), ("RFC", client.get("rfc")),
+        ("Correo", client.get("email")), ("Teléfono", client.get("phone")),
+    ]):
+        c.text(_ML + 6, c.y - 11, "—", 9, GRAY)
+        c.y -= 16
+
+    # ---------------- Carga / Ruta (solo si hay datos) ----------------
+    if [v for _, v in cargo if v not in (None, "", "None")]:
+        section("Información de la carga")
+        kv_block(cargo)
+    if [v for _, v in route if v not in (None, "", "None")]:
+        section("Ruta logística")
+        kv_block(route)
+
+    # ---------------- Costos ----------------
+    section("Costos cotizados")
+    x_con, x_cant, x_tar, x_imp = _ML, 372, 460, _MR - 6
+    row_h = 18
+    # encabezado de tabla
+    c.ensure(row_h)
+    c.rect(_ML, c.y - row_h, _MR - _ML, row_h, ACC)
+    c.text(x_con + 6, c.y - 13, "Concepto", 9, (1, 1, 1), bold=True)
+    c.text(x_cant, c.y - 13, "Cant.", 9, (1, 1, 1), bold=True, right=True)
+    c.text(x_tar, c.y - 13, "Tarifa", 9, (1, 1, 1), bold=True, right=True)
+    c.text(x_imp, c.y - 13, "Importe", 9, (1, 1, 1), bold=True, right=True)
+    c.y -= row_h
+    z = False
+    for it in items:
+        code = str(it.get("concept") or "")
+        label = CONCEPT_LABELS.get(code, code)
+        desc = str(it.get("description") or "")
+        if desc:
+            label = f"{label} - {desc}"
+        qty = Decimal(str(it.get("quantity") or 0))
+        unit = Decimal(str(it.get("unit_sale") or 0))
+        amount = (qty * unit).quantize(Decimal("0.01"))
+        c.ensure(row_h)
+        if z:
+            c.rect(_ML, c.y - row_h, _MR - _ML, row_h, ZEBRA)
+        c.text(x_con + 6, c.y - 13, _fit(label, 9, x_cant - x_con - 40), 9, INK)
+        c.text(x_cant, c.y - 13, _num(qty), 9, INK, right=True)
+        c.text(x_tar, c.y - 13, _money(unit), 9, INK, right=True)
+        c.text(x_imp, c.y - 13, _money(amount), 9, INK, right=True)
+        c.y -= row_h
+        z = not z
+    if not items:
+        c.text(_ML + 6, c.y - 13, "Sin conceptos.", 9, GRAY)
+        c.y -= row_h
+    # borde de la tabla
+    c.line(_ML, c.y, _MR, c.y, LINE)
+    c.y -= 12
+
+    # ---------------- Totales (caja derecha) ----------------
+    tb_x, tb_w = 360, _MR - 360
+    c.ensure(58)
+    c.rect(tb_x, c.y - 58, tb_w, 58, ZEBRA)
+    c.line(tb_x, c.y, tb_x, c.y - 58, LINE)
+    ty = c.y - 16
+    c.text(tb_x + 10, ty, "Subtotal", 9.5, GRAY, bold=True)
+    c.text(_MR - 8, ty, f"{currency} {_money(subtotal)}", 9.5, INK, right=True)
+    ty -= 15
+    c.text(tb_x + 10, ty, "IVA", 9.5, GRAY, bold=True)
+    c.text(_MR - 8, ty, "según aplique", 9, GRAY, right=True)
+    ty -= 6
+    c.rect(tb_x, ty - 20, tb_w, 20, ACC)
+    c.text(tb_x + 10, ty - 14, "TOTAL", 10, (1, 1, 1), bold=True)
+    c.text(_MR - 8, ty - 14, f"{currency} {_money(subtotal)} + IVA", 10, (1, 1, 1), bold=True, right=True)
+    c.y -= 70
+
+    # ---------------- Condiciones ----------------
+    if terms:
+        section("Condiciones comerciales")
+        for para in terms.splitlines():
+            for ln in (_wrap(para, 108) or [""]):
+                c.ensure(13)
+                c.text(_ML + 6, c.y - 10, ln, 8.8, GRAY)
+                c.y -= 12
+        c.y -= 4
+
+    # pie en todas las páginas
+    for ops in c.pages:
+        if footer:
+            r, g, b = GRAY
+            ops.append(f"BT /F1 8 Tf {r:.3f} {g:.3f} {b:.3f} rg 1 0 0 1 {_ML} 34 Tm ({_esc(_fit(footer, 8, _MR - _ML))}) Tj ET")
+        ops.append(f"{ACC[0]:.3f} {ACC[1]:.3f} {ACC[2]:.3f} rg 0 0 {_W} 6 re f")
+
+    # ---------------- Ensamblado ----------------
+    streams = ["\n".join(ops).encode("latin-1", "replace") for ops in c.pages]
+    objects: list[bytes] = []
+
+    def add(obj: bytes):
+        objects.append(obj)
+
+    n_pages = len(c.pages)
+    has_img = 1 if logo else 0
+    # numeración: 1 catalog, 2 pages, 3 F1, 4 F2, [5 img], luego páginas y streams
+    img_num = 5 if has_img else None
+    base = 6 if has_img else 5
+    page_nums = list(range(base, base + n_pages))
+    content_nums = list(range(base + n_pages, base + 2 * n_pages))
+
+    kids = " ".join(f"{n} 0 R" for n in page_nums)
+    add(b"<< /Type /Catalog /Pages 2 0 R >>")
+    add(f"<< /Type /Pages /Kids [{kids}] /Count {n_pages} >>".encode("latin-1"))
+    add(b"<< /Type /Font /Subtype /Type1 /BaseFont /Helvetica /Encoding /WinAnsiEncoding >>")
+    add(b"<< /Type /Font /Subtype /Type1 /BaseFont /Helvetica-Bold /Encoding /WinAnsiEncoding >>")
+    if logo:
+        jpeg, lw, lh = logo
+        add(
+            (
+                f"<< /Type /XObject /Subtype /Image /Width {lw} /Height {lh} "
+                f"/ColorSpace /DeviceRGB /BitsPerComponent 8 /Filter /DCTDecode /Length {len(jpeg)} >>\n"
+            ).encode("latin-1") + b"stream\n" + jpeg + b"\nendstream"
+        )
+    for i in range(n_pages):
+        res = "/Font << /F1 3 0 R /F2 4 0 R >>"
+        if has_img and i == 0:
+            res += f" /XObject << /Im0 {img_num} 0 R >>"
+        add(
+            (
+                f"<< /Type /Page /Parent 2 0 R /MediaBox [0 0 {_W} {_H}] "
+                f"/Resources << {res} >> /Contents {content_nums[i]} 0 R >>"
+            ).encode("latin-1")
+        )
+    for stream in streams:
+        add(b"<< /Length " + str(len(stream)).encode() + b" >>\nstream\n" + stream + b"\nendstream")
+
+    out = bytearray(b"%PDF-1.4\n%\xe2\xe3\xcf\xd3\n")
+    offsets = []
+    for i, obj in enumerate(objects, start=1):
+        offsets.append(len(out))
+        out += f"{i} 0 obj\n".encode("latin-1") + obj + b"\nendobj\n"
+    xref_pos = len(out)
+    total = len(objects) + 1
+    out += f"xref\n0 {total}\n".encode("latin-1") + b"0000000000 65535 f \n"
+    for off in offsets:
+        out += f"{off:010d} 00000 n \n".encode("latin-1")
+    out += f"trailer\n<< /Size {total} /Root 1 0 R >>\nstartxref\n{xref_pos}\n%%EOF".encode("latin-1")
+    return bytes(out)

backend/api/v1/modules/crm/quotes/pdf_service.py

@@ -0,0 +1,250 @@
+"""PDF de cotización, configuración de marca por tenant y envío por correo."""
+
+from __future__ import annotations
+
+import logging
+from datetime import datetime, timezone
+
+from fastapi import HTTPException, status
+from sqlalchemy import text
+from sqlalchemy.orm import Session
+
+from ..accounts.models import Account
+from ..service_requests.models import ServiceRequest
+from .models import Quote, QuoteItem, QuoteSettings
+from .pdf import build_quote_pdf
+from .service import get_quote
+
+logger = logging.getLogger(__name__)
+
+DEFAULT_TERMS = (
+    "Tarifas sujetas a disponibilidad de espacio.\n"
+    "Cualquier variación en peso o volumen generará ajuste tarifario.\n"
+    "No incluye cargos extraordinarios, maniobras especiales o servicios no especificados.\n"
+    "Tarifas sujetas a revisión por parte de la línea transportista y autoridades correspondientes."
+)
+
+
+# ---------------- Configuración de marca ----------------
+def get_settings(db: Session, tenant_id: int, company_id: int) -> QuoteSettings | None:
+    return (
+        db.query(QuoteSettings)
+        .filter(QuoteSettings.tenant_id == tenant_id, QuoteSettings.company_id == company_id,
+                QuoteSettings.deleted_at.is_(None))
+        .first()
+    )
+
+
+def upsert_settings(db: Session, tenant_id: int, company_id: int, data: dict) -> QuoteSettings:
+    obj = get_settings(db, tenant_id, company_id)
+    if obj is None:
+        obj = QuoteSettings(tenant_id=tenant_id, company_id=company_id)
+        db.add(obj)
+    for field, value in data.items():
+        if value is not None:
+            setattr(obj, field, value)
+    db.commit()
+    db.refresh(obj)
+    return obj
+
+
+def set_logo_key(db: Session, tenant_id: int, company_id: int, file_key: str) -> QuoteSettings:
+    obj = get_settings(db, tenant_id, company_id)
+    if obj is None:
+        obj = QuoteSettings(tenant_id=tenant_id, company_id=company_id)
+        db.add(obj)
+    obj.logo_file_key = file_key
+    db.commit()
+    db.refresh(obj)
+    return obj
+
+
+def _compose_place(city: str | None, country: str | None, port: str | None) -> str | None:
+    """Arma 'Ciudad, PAÍS (Puerto)' con las partes que existan (ruta estructurada)."""
+    head = ", ".join(p for p in (city, country) if p)
+    if port:
+        head = f"{head} ({port})" if head else port
+    return head or None
+
+
+def _company_row(db: Session, company_id: int) -> dict:
+    try:
+        row = db.execute(
+            text("SELECT name, rfc, logo FROM a76.company WHERE id = :c"), {"c": company_id}
+        ).first()
+        if row:
+            return {"name": row[0], "rfc": row[1], "logo": row[2]}
+    except Exception:
+        pass
+    return {}
+
+
+# ---------------- Construcción del PDF ----------------
+def build_pdf_bytes(db: Session, quote: Quote, tenant_id: int, company_id: int) -> bytes:
+    items = (
+        db.query(QuoteItem)
+        .filter(QuoteItem.quote_id == quote.id, QuoteItem.deleted_at.is_(None))
+        .order_by(QuoteItem.id.asc())
+        .all()
+    )
+    account = (
+        db.query(Account).filter(Account.id == quote.account_id).first() if quote.account_id else None
+    )
+    sr = (
+        db.query(ServiceRequest).filter(ServiceRequest.id == quote.service_request_id).first()
+        if quote.service_request_id else None
+    )
+    settings = get_settings(db, tenant_id, company_id)
+    company = _company_row(db, company_id)
+
+    # Emisor: config del tenant con respaldo en a76.company
+    emitter = {
+        "name": (settings.emitter_name if settings else None) or company.get("name") or "Emisor",
+        "rfc": (settings.emitter_rfc if settings else None) or company.get("rfc"),
+        "address": settings.emitter_address if settings else None,
+        "phone": settings.emitter_phone if settings else None,
+        "email": settings.emitter_email if settings else None,
+        "website": settings.emitter_website if settings else None,
+    }
+    accent = (settings.accent_color if settings else None) or "#12294c"
+    prefix = (settings.quote_prefix if settings else None) or "COT"
+    terms = quote.terms or (settings.default_terms if settings else None) or DEFAULT_TERMS
+    footer = settings.footer_note if settings else None
+
+    # Logo (MinIO)
+    logo_bytes = None
+    logo_key = settings.logo_file_key if settings else None
+    if logo_key:
+        try:
+            from core.storage_s3 import get_object_bytes
+            logo_bytes = get_object_bytes(logo_key)
+        except Exception as exc:
+            logger.warning("No se pudo leer el logo del tarifario: %s", exc)
+
+    reference = quote.reference or f"{prefix}-{datetime.now().strftime('%Y%m%d')}-{quote.id:03d}"
+    head = {
+        "reference": reference,
+        "issue_date": quote.issue_date.isoformat() if quote.issue_date else None,
+        "valid_until": quote.valid_until.isoformat() if quote.valid_until else None,
+        "owner": quote.owner_user_id or "-",
+        "status": quote.status,
+    }
+    client = {
+        "name": account.name if account else None,
+        "rfc": account.rfc if account else None,
+        "email": account.email if account else None,
+        "phone": account.phone if account else None,
+    }
+    cargo = []
+    route = []
+    if sr:
+        cargo = [
+            ("Tipo de mercancía", sr.cargo_type), ("Descripción", sr.commodity),
+            ("Peso", str(sr.weight) if sr.weight is not None else None),
+            ("Volumen", str(sr.volume) if sr.volume is not None else None),
+            ("Tipo de carga", sr.load_type), ("Equipo", sr.container_equipment),
+        ]
+        route = [
+            ("Operación", sr.operation_type), ("Modo", sr.transport_mode),
+            ("Servicio", sr.service_type), ("Incoterm", sr.incoterm),
+            ("Origen", sr.origin or _compose_place(sr.origin_city, sr.origin_country, sr.origin_port)),
+            ("Destino", sr.destination or _compose_place(sr.destination_city, sr.destination_country, sr.destination_port)),
+            ("Fecha requerida", sr.required_date.isoformat() if sr.required_date else None),
+        ]
+
+    return build_quote_pdf(
+        emitter=emitter, head=head, client=client, cargo=cargo, route=route,
+        items=[{"concept": i.concept, "description": i.description, "quantity": i.quantity, "unit_sale": i.unit_sale} for i in items],
+        currency=quote.currency, subtotal=quote.total_sale, terms=terms, footer=footer,
+        logo_bytes=logo_bytes, accent=accent,
+    )
+
+
+def _store_pdf(db: Session, quote: Quote, tenant_id: int, company_id: int, pdf_bytes: bytes) -> str:
+    from core.storage_s3 import put_object_bytes
+    ref = (quote.reference or f"cot-{quote.id}").replace("/", "-")
+    key = f"tenants/{tenant_id}/companies/{company_id}/crm-quotes/{quote.id}/cotizacion-{ref}.pdf"
+    put_object_bytes(key, pdf_bytes, content_type="application/pdf")
+    quote.pdf_file_key = key
+    db.commit()
+    return key
+
+
+def get_pdf_url(db: Session, quote_id: int, tenant_id: int, company_id: int) -> str:
+    from core.storage_s3 import presigned_get_url
+    quote = get_quote(db, quote_id, tenant_id, company_id)
+    pdf_bytes = build_pdf_bytes(db, quote, tenant_id, company_id)
+    key = _store_pdf(db, quote, tenant_id, company_id, pdf_bytes)
+    return presigned_get_url(key)
+
+
+# ---------------- Envío por correo ----------------
+async def send_quote_email(
+    db: Session, quote_id: int, tenant_id: int, company_id: int,
+    to: str | None, subject: str | None, message: str | None,
+) -> dict:
+    import ssl
+    from email import encoders
+    from email.mime.base import MIMEBase
+    from email.mime.multipart import MIMEMultipart
+    from email.mime.text import MIMEText
+
+    import aiosmtplib
+
+    from core.config import settings as cfg
+
+    quote = get_quote(db, quote_id, tenant_id, company_id)
+    account = db.query(Account).filter(Account.id == quote.account_id).first() if quote.account_id else None
+    recipient = to or (account.email if account else None)
+    if not recipient:
+        raise HTTPException(status_code=400, detail="No hay correo destino (captura uno o pon el correo del cliente).")
+
+    pdf_bytes = build_pdf_bytes(db, quote, tenant_id, company_id)
+    _store_pdf(db, quote, tenant_id, company_id, pdf_bytes)
+    ref = quote.reference or f"COT-{quote.id}"
+
+    msg = MIMEMultipart()
+    msg["From"] = f"{cfg.SMTP_FROM_NAME} <{cfg.SMTP_USER}>"
+    msg["To"] = recipient
+    msg["Subject"] = subject or f"Cotización {ref}"
+    html = (
+        "<div style='font-family:Arial,sans-serif;color:#333;max-width:600px'>"
+        f"<p>{(message or 'Adjunto la cotización solicitada. Quedamos atentos.').replace(chr(10), '<br>')}</p>"
+        f"<p style='color:#6b7280;font-size:12px'>Cotización {ref}</p></div>"
+    )
+    msg.attach(MIMEText(html, "html"))
+    part = MIMEBase("application", "pdf")
+    part.set_payload(pdf_bytes)
+    encoders.encode_base64(part)
+    part.add_header("Content-Disposition", f'attachment; filename="cotizacion-{ref}.pdf"')
+    msg.attach(part)
+
+    if not (cfg.SMTP_USER and cfg.SMTP_PASSWORD):
+        raise HTTPException(status_code=503, detail="El correo saliente (SMTP) no está configurado en el servidor.")
+    ctx = ssl.create_default_context()
+    ctx.check_hostname = False
+    ctx.verify_mode = ssl.CERT_NONE
+    try:
+        # Puerto 465 = SSL implícito; los demás (587/2525/…) = STARTTLS.
+        await aiosmtplib.send(
+            msg,
+            hostname=cfg.SMTP_HOST,
+            port=cfg.SMTP_PORT,
+            username=cfg.SMTP_USER,
+            password=cfg.SMTP_PASSWORD,
+            use_tls=(cfg.SMTP_PORT == 465),
+            start_tls=(cfg.SMTP_PORT != 465),
+            tls_context=ctx,
+            validate_certs=False,
+            timeout=30,
+        )
+    except Exception as exc:
+        logger.error("Error enviando cotización %s: %s", quote_id, exc)
+        raise HTTPException(status_code=502, detail=f"No se pudo enviar el correo: {exc}")
+
+    # Marca como enviada
+    if quote.status == "borrador":
+        quote.status = "enviada"
+    quote.sent_at = datetime.now(timezone.utc)
+    db.commit()
+    return {"sent_to": recipient, "reference": ref}

backend/api/v1/modules/crm/quotes/routes.py

@@ -1,22 +1,76 @@
-from fastapi import APIRouter, Depends, Query, status
+from fastapi import APIRouter, Depends, File, Query, Response, UploadFile, status
 from sqlalchemy.orm import Session
 
 from core.database import get_core_db
 from core.security import get_current_user
 
-from . import service
+from . import pdf_service, service
 from .dto import (
     QuoteCreate,
     QuoteItemCreate,
     QuoteItemResponse,
     QuoteItemUpdate,
     QuoteResponse,
+    QuoteSettingsInput,
+    QuoteSettingsResponse,
     QuoteUpdate,
+    SendQuoteEmailRequest,
 )
 
 router = APIRouter()
 
 
+# ----- Configuración de marca del formato de cotización -----
+
+@router.get("/quote-settings", response_model=QuoteSettingsResponse)
+def get_quote_settings(
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    obj = pdf_service.get_settings(db, current_user["tenant_id"], company_id)
+    return obj or QuoteSettingsResponse()
+
+
+@router.put("/quote-settings", response_model=QuoteSettingsResponse)
+def save_quote_settings(
+    payload: QuoteSettingsInput,
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    return pdf_service.upsert_settings(db, current_user["tenant_id"], company_id, payload.model_dump(exclude_unset=True))
+
+
+@router.post("/quote-settings/logo", response_model=QuoteSettingsResponse)
+async def upload_quote_logo(
+    company_id: int = Query(...),
+    file: UploadFile = File(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    from core.storage_s3 import put_object_bytes
+    tenant_id = current_user["tenant_id"]
+    content = await file.read()
+    safe = (file.filename or "logo").replace("/", "-")
+    key = f"tenants/{tenant_id}/companies/{company_id}/crm-quote-logo/{safe}"
+    put_object_bytes(key, content, content_type=file.content_type or "image/png")
+    return pdf_service.set_logo_key(db, tenant_id, company_id, key)
+
+
+@router.get("/quote-settings/logo-url")
+def get_logo_url(
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    from core.storage_s3 import presigned_get_url
+    obj = pdf_service.get_settings(db, current_user["tenant_id"], company_id)
+    if not obj or not obj.logo_file_key:
+        return {"url": None}
+    return {"url": presigned_get_url(obj.logo_file_key)}
+
+
 def _user_id(current_user: dict) -> str | None:
     return current_user.get("sub") or current_user.get("id")
 
@@ -56,6 +110,24 @@ def create_quote(
     return service.create_quote(db, payload, tenant_id, company_id, _user_id(current_user))
 
 
+@router.post(
+    "/quotes/from-service-request",
+    response_model=list[QuoteResponse],
+    status_code=status.HTTP_201_CREATED,
+)
+def create_quotes_from_service_request(
+    service_request_id: int = Query(..., description="Solicitud de servicio a cotizar"),
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    """Genera la(s) cotización(es) desde una solicitud. Si es 'Ambas' devuelve 2 (FCL/LCL)."""
+    tenant_id = current_user["tenant_id"]
+    return service.create_quotes_from_service_request(
+        db, service_request_id, tenant_id, company_id, _user_id(current_user)
+    )
+
+
 @router.patch("/quotes/{quote_id}", response_model=QuoteResponse)
 def update_quote(
     quote_id: int,
@@ -98,6 +170,39 @@ def reject_quote(
     return service.reject_quote(db, quote_id, current_user["tenant_id"], company_id)
 
 
+@router.get("/quotes/{quote_id}/pdf")
+def quote_pdf(
+    quote_id: int,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    """Devuelve el PDF de la cotización directamente (vía backend, sin exponer MinIO)."""
+    tenant_id = current_user["tenant_id"]
+    quote = service.get_quote(db, quote_id, tenant_id, company_id)
+    pdf_bytes = pdf_service.build_pdf_bytes(db, quote, tenant_id, company_id)
+    ref = (quote.reference or f"cot-{quote.id}").replace("/", "-")
+    return Response(
+        content=pdf_bytes,
+        media_type="application/pdf",
+        headers={"Content-Disposition": f'inline; filename="cotizacion-{ref}.pdf"'},
+    )
+
+
+@router.post("/quotes/{quote_id}/send-email")
+async def quote_send_email(
+    quote_id: int,
+    payload: SendQuoteEmailRequest,
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    """Genera el PDF y lo envía por correo (al cliente o al destinatario indicado)."""
+    return await pdf_service.send_quote_email(
+        db, quote_id, current_user["tenant_id"], company_id, payload.to, payload.subject, payload.message
+    )
+
+
 @router.post("/quotes/{quote_id}/clone", response_model=QuoteResponse, status_code=status.HTTP_201_CREATED)
 def clone_quote(
     quote_id: int,

backend/api/v1/modules/crm/quotes/service.py

@@ -1,4 +1,4 @@
-from datetime import datetime, timezone
+from datetime import date, datetime, timezone
 from decimal import Decimal
 
 from fastapi import HTTPException, status
@@ -6,7 +6,11 @@ from sqlalchemy import func
 from sqlalchemy.orm import Session
 
 from ..accounts.models import Account
-from ..service_requests.models import ServiceRequest
+from ..cases import service as cases_service
+from ..catalogs.models import CatalogItem
+from ..common.folios import next_folio
+from ..common.pricing import air_chargeable_kg
+from ..service_requests.models import RateRequest, ServiceRequest
 from ..suppliers.models import Supplier
 from .dto import QuoteCreate, QuoteItemCreate, QuoteItemUpdate, QuoteUpdate
 from .models import Quote, QuoteItem
@@ -70,7 +74,18 @@ def get_quotes(
         query = query.filter(Quote.account_id == account_id)
     if search:
         query = query.filter(Quote.reference.ilike(f"%{search}%"))
-    return query.order_by(Quote.created_at.desc()).all()
+    quotes = query.order_by(Quote.created_at.desc()).all()
+    # Enriquecer con el folio de la solicitud referenciada (para verlo en la lista)
+    sr_ids = {q.service_request_id for q in quotes if q.service_request_id}
+    if sr_ids:
+        refs = dict(
+            db.query(ServiceRequest.id, ServiceRequest.reference)
+            .filter(ServiceRequest.id.in_(sr_ids))
+            .all()
+        )
+        for q in quotes:
+            q.service_request_reference = refs.get(q.service_request_id)
+    return quotes
 
 
 def get_quote(db: Session, quote_id: int, tenant_id: int, company_id: int) -> Quote:
@@ -89,18 +104,142 @@ def get_quote(db: Session, quote_id: int, tenant_id: int, company_id: int) -> Qu
     return obj
 
 
+def _sr_direction(db: Session, service_request_id: int | None) -> str | None:
+    """Dirección impo/expo heredada de la solicitud asociada (para el folio)."""
+    if not service_request_id:
+        return None
+    sr = db.query(ServiceRequest).filter(ServiceRequest.id == service_request_id).first()
+    return sr.operation_type if sr else None
+
+
 def create_quote(
     db: Session, payload: QuoteCreate, tenant_id: int, company_id: int, user_id: str | None = None
 ) -> Quote:
     data = payload.model_dump()
     _validate_refs(db, data, tenant_id, company_id)
     obj = Quote(**data, tenant_id=tenant_id, company_id=company_id, created_by=user_id, updated_by=user_id)
+    # Fecha de la cotización: por defecto hoy si no se capturó
+    if obj.issue_date is None:
+        obj.issue_date = date.today()
+    # Folio C... auto-generado (mensual), con la dirección heredada de la solicitud
+    if not obj.reference:
+        obj.reference = next_folio(db, tenant_id, company_id, "C", _sr_direction(db, obj.service_request_id))
+    # Expediente heredado de la solicitud
+    if obj.service_request_id and not obj.case_id:
+        sr = db.query(ServiceRequest).filter(ServiceRequest.id == obj.service_request_id).first()
+        if sr:
+            obj.case_id = sr.case_id
+    cases_service.advance_stage(db, obj.case_id, "cotizacion")
     db.add(obj)
     db.commit()
     db.refresh(obj)
     return obj
 
 
+def create_quotes_from_service_request(
+    db: Session, service_request_id: int, tenant_id: int, company_id: int, user_id: str | None = None
+) -> list[Quote]:
+    """Genera cotización(es) a partir de una solicitud de servicio.
+
+    Si la solicitud es "Ambas" (FCL y LCL), genera **dos** cotizaciones (una por
+    variante) para comparar. Cada cotización toma su propio folio C... y hereda la
+    dirección impo/expo de la solicitud. Los conceptos se siembran desde las
+    solicitudes de tarifa (RateRequest) capturadas en la solicitud.
+    """
+    sr = (
+        db.query(ServiceRequest)
+        .filter(
+            ServiceRequest.id == service_request_id,
+            ServiceRequest.tenant_id == tenant_id,
+            ServiceRequest.company_id == company_id,
+            ServiceRequest.deleted_at.is_(None),
+        )
+        .first()
+    )
+    if not sr:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Solicitud no encontrada")
+
+    variants = ["FCL", "LCL"] if (sr.load_type or "").upper() == "AMBAS" else [sr.load_type or None]
+    rate_requests = (
+        db.query(RateRequest)
+        .filter(
+            RateRequest.service_request_id == sr.id,
+            RateRequest.tenant_id == tenant_id,
+            RateRequest.company_id == company_id,
+            RateRequest.deleted_at.is_(None),
+        )
+        .all()
+    )
+    # Etiquetas legibles de los servicios adicionales (global + tenant) para los conceptos
+    service_labels = {
+        code: label
+        for code, label in db.query(CatalogItem.code, CatalogItem.label).filter(
+            CatalogItem.catalog == "servicio_adicional"
+        )
+    }
+    service_costs = sr.additional_service_costs or {}
+
+    created: list[Quote] = []
+    for variant in variants:
+        quote = Quote(
+            account_id=sr.account_id,
+            service_request_id=sr.id,
+            currency=sr.currency or "USD",
+            load_type=variant,
+            status="borrador",
+            issue_date=date.today(),
+            notes=sr.client_notes or sr.notes,
+            owner_user_id=sr.owner_user_id,
+            reference=next_folio(db, tenant_id, company_id, "C", sr.operation_type),
+            case_id=sr.case_id,
+            tenant_id=tenant_id,
+            company_id=company_id,
+            created_by=user_id,
+            updated_by=user_id,
+        )
+        db.add(quote)
+        db.flush()
+        for rr in rate_requests:
+            amount = rr.rate_amount if rr.rate_amount is not None else Decimal(0)
+            db.add(QuoteItem(
+                quote_id=quote.id, concept=rr.concept, description=rr.description,
+                supplier_id=rr.supplier_id, quantity=Decimal(1),
+                unit_cost=amount, unit_sale=amount, currency=rr.currency,
+                tenant_id=tenant_id, company_id=company_id,
+            ))
+        # Servicios adicionales marcados en la solicitud → conceptos con su costo estimado
+        for code in (sr.additional_services or []):
+            amount = Decimal(str(service_costs.get(code) or 0))
+            db.add(QuoteItem(
+                quote_id=quote.id, concept=code[:60],
+                description=service_labels.get(code, "Servicio adicional"),
+                quantity=Decimal(1), unit_cost=amount, unit_sale=amount,
+                currency=sr.currency, tenant_id=tenant_id, company_id=company_id,
+            ))
+        # Carga aérea: concepto de flete con el peso a cobrar (P/Vol) como cantidad,
+        # para que el ejecutivo capture la tarifa por kg.
+        if (variant or "").upper() == "AEREO":
+            chargeable = air_chargeable_kg(
+                sr.weight, sr.length_cm, sr.width_cm, sr.height_cm,
+                sr.pallets_count or sr.pieces_count or 1,
+            )
+            db.add(QuoteItem(
+                quote_id=quote.id, concept="flete_internacional",
+                description=f"Flete aéreo — peso a cobrar {chargeable.quantize(Decimal('0.01'))} kg (P/Vol)",
+                quantity=chargeable, unit_cost=Decimal(0), unit_sale=Decimal(0),
+                currency=sr.currency, tenant_id=tenant_id, company_id=company_id,
+            ))
+        db.flush()
+        _recompute_totals(db, quote)
+        created.append(quote)
+
+    cases_service.advance_stage(db, sr.case_id, "cotizacion")
+    db.commit()
+    for quote in created:
+        db.refresh(quote)
+    return created
+
+
 def update_quote(
     db: Session, quote_id: int, payload: QuoteUpdate, tenant_id: int, company_id: int, user_id: str | None = None
 ) -> Quote:

backend/api/v1/modules/crm/rates/dto.py

@@ -0,0 +1,178 @@
+"""Schemas del módulo Tarifario."""
+
+from datetime import date, datetime
+from decimal import Decimal
+
+from pydantic import BaseModel, ConfigDict, Field
+
+
+# ---------- Quiebres y cargos ----------
+class RateBreakDTO(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+    from_qty: Decimal = Field(0)
+    rate: Decimal = Field(0)
+
+
+class RateChargeDTO(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+    concept: str = Field(..., max_length=60)
+    charge_type: str = Field("fijo", max_length=20)
+    value: Decimal | None = None
+    condition: str | None = None
+
+
+class RateChargeCreate(BaseModel):
+    concept: str = Field(..., max_length=60)
+    charge_type: str = Field("fijo", max_length=20)
+    value: Decimal | None = None
+    condition: str | None = None
+    rate_lane_id: int | None = None
+
+
+class RateChargeUpdate(BaseModel):
+    concept: str | None = Field(None, max_length=60)
+    charge_type: str | None = Field(None, max_length=20)
+    value: Decimal | None = None
+    condition: str | None = None
+
+
+class RateChargeResponse(BaseModel):
+    model_config = ConfigDict(from_attributes=True)
+    id: int
+    rate_sheet_id: int | None
+    rate_lane_id: int | None
+    concept: str
+    charge_type: str
+    value: Decimal | None
+    condition: str | None
+
+
+# ---------- Rutas ----------
+class RateLaneBase(BaseModel):
+    origin: str | None = Field(None, max_length=20)
+    destination: str | None = Field(None, max_length=20)
+    region: str | None = Field(None, max_length=60)
+    equipment_type: str | None = Field(None, max_length=20)
+    rate_unit: str | None = Field(None, max_length=20)
+    min_charge: Decimal | None = None
+    flat_rate: Decimal | None = None
+    transit_days: int | None = None
+    notes: str | None = None
+
+
+class RateLaneCreate(RateLaneBase):
+    breaks: list[RateBreakDTO] = Field(default_factory=list)
+
+
+class RateLaneUpdate(RateLaneBase):
+    breaks: list[RateBreakDTO] | None = None
+
+
+class RateLaneResponse(RateLaneBase):
+    model_config = ConfigDict(from_attributes=True)
+    id: int
+    rate_sheet_id: int
+    breaks: list[RateBreakDTO] = Field(default_factory=list)
+
+
+# ---------- Tarifario (cabecera) ----------
+class RateSheetBase(BaseModel):
+    supplier_id: int | None = None
+    mode: str = Field(..., max_length=20)
+    name: str = Field(..., min_length=1, max_length=255)
+    currency: str | None = Field("USD", max_length=3)
+    valid_from: date | None = None
+    valid_to: date | None = None
+    default_origin: str | None = Field(None, max_length=20)
+    status: str = Field("borrador", max_length=20)
+    notes: str | None = None
+
+
+class RateSheetCreate(RateSheetBase):
+    pass
+
+
+class RateSheetUpdate(BaseModel):
+    supplier_id: int | None = None
+    mode: str | None = Field(None, max_length=20)
+    name: str | None = Field(None, max_length=255)
+    currency: str | None = Field(None, max_length=3)
+    valid_from: date | None = None
+    valid_to: date | None = None
+    default_origin: str | None = Field(None, max_length=20)
+    status: str | None = Field(None, max_length=20)
+    notes: str | None = None
+
+
+class RateSheetResponse(RateSheetBase):
+    model_config = ConfigDict(from_attributes=True)
+    id: int
+    tenant_id: int
+    company_id: int
+    source_file: str | None = None
+    created_by: str | None = None
+    updated_by: str | None = None
+    created_at: datetime
+    updated_at: datetime
+    lane_count: int | None = None
+
+
+# ---------- Importación ----------
+class ImportPreviewRow(BaseModel):
+    row: int
+    data: dict
+    ok: bool
+    warnings: list[str] = Field(default_factory=list)
+    errors: list[str] = Field(default_factory=list)
+
+
+class ImportPreview(BaseModel):
+    mode: str
+    total: int
+    valid: int
+    rows: list[ImportPreviewRow]
+    columns: list[str]
+
+
+class ImportConfirm(RateSheetCreate):
+    lanes: list[RateLaneCreate]
+
+
+# ---------- Costeo ----------
+class CostRequest(BaseModel):
+    mode: str
+    origin: str | None = None
+    destination: str | None = None
+    on_date: date | None = None
+    gross_weight_kg: Decimal | None = None
+    volume_m3: Decimal | None = None
+    # Dimensiones (cm) para el peso volumétrico aéreo (P/Vol = L×A×H×cant / 6000)
+    length_cm: Decimal | None = None
+    width_cm: Decimal | None = None
+    height_cm: Decimal | None = None
+    equipment_type: str | None = None
+    quantity: int = 1
+    dangerous: bool = False
+
+
+class CostChargeLine(BaseModel):
+    concept: str
+    amount: Decimal
+
+
+class CostOption(BaseModel):
+    rate_sheet_id: int
+    rate_sheet_name: str
+    supplier_id: int | None
+    currency: str | None
+    chargeable: Decimal | None = None  # peso/wm facturable usado
+    base_cost: Decimal
+    charges: list[CostChargeLine] = Field(default_factory=list)
+    total_cost: Decimal
+    transit_days: int | None = None
+    detail: str | None = None
+
+
+class CostResult(BaseModel):
+    request: CostRequest
+    options: list[CostOption]

backend/api/v1/modules/crm/rates/models.py

@@ -0,0 +1,93 @@
+"""Modelos del módulo Tarifario (base de costos para Cotizaciones).
+
+Un ``RateSheet`` (tarifario) pertenece a un proveedor y agrupa muchas
+``RateLane`` (rutas origen→destino). Cada ruta tiene, según el modo:
+- Aéreo / LCL: varios ``RateBreak`` (quiebres de peso/volumen con su tarifa).
+- FCL / terrestre: una tarifa plana por contenedor/unidad (``flat_rate``).
+Los ``RateCharge`` son cargos adicionales a nivel tarifario o ruta.
+"""
+
+from datetime import date
+from decimal import Decimal
+
+from sqlalchemy import Date, ForeignKey, Integer, Numeric, String, Text, text
+from sqlalchemy.orm import Mapped, mapped_column
+
+from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
+from core.database import Base
+
+
+class RateSheet(Base, TenantScopedMixin, TimestampMixin):
+    __tablename__ = "rate_sheets"
+    __table_args__ = {"schema": "crm"}
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+    supplier_id: Mapped[int | None] = mapped_column(
+        Integer, ForeignKey("crm.suppliers.id"), nullable=True, index=True
+    )
+    # aereo | maritimo_fcl | maritimo_lcl | terrestre
+    mode: Mapped[str] = mapped_column(String(20), nullable=False, index=True)
+    name: Mapped[str] = mapped_column(String(255), nullable=False)
+    currency: Mapped[str | None] = mapped_column(String(3), nullable=True, server_default=text("'USD'"))
+    valid_from: Mapped[date | None] = mapped_column(Date, nullable=True)
+    valid_to: Mapped[date | None] = mapped_column(Date, nullable=True)
+    default_origin: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    # borrador | activo | vencido | reemplazado
+    status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'borrador'"))
+    source_file: Mapped[str | None] = mapped_column(String(512), nullable=True)
+    source_url: Mapped[str | None] = mapped_column(String(1024), nullable=True)
+    notes: Mapped[str | None] = mapped_column(Text, nullable=True)
+    created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
+    updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
+
+
+class RateLane(Base, TenantScopedMixin, TimestampMixin):
+    __tablename__ = "rate_lanes"
+    __table_args__ = {"schema": "crm"}
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+    rate_sheet_id: Mapped[int] = mapped_column(
+        Integer, ForeignKey("crm.rate_sheets.id"), nullable=False, index=True
+    )
+    origin: Mapped[str | None] = mapped_column(String(20), nullable=True, index=True)
+    destination: Mapped[str | None] = mapped_column(String(20), nullable=True, index=True)
+    region: Mapped[str | None] = mapped_column(String(60), nullable=True)
+    # Solo FCL/terrestre (código del catálogo tipo_equipo). Nulo en aéreo/LCL.
+    equipment_type: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    # per_kg | per_wm | per_container | flat
+    rate_unit: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    min_charge: Mapped[Decimal | None] = mapped_column(Numeric(14, 4), nullable=True)
+    flat_rate: Mapped[Decimal | None] = mapped_column(Numeric(14, 4), nullable=True)
+    transit_days: Mapped[int | None] = mapped_column(Integer, nullable=True)
+    notes: Mapped[str | None] = mapped_column(Text, nullable=True)
+
+
+class RateBreak(Base, TenantScopedMixin, TimestampMixin):
+    __tablename__ = "rate_breaks"
+    __table_args__ = {"schema": "crm"}
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+    rate_lane_id: Mapped[int] = mapped_column(
+        Integer, ForeignKey("crm.rate_lanes.id"), nullable=False, index=True
+    )
+    # Umbral del quiebre (kg en aéreo; W/M en LCL)
+    from_qty: Mapped[Decimal] = mapped_column(Numeric(12, 3), nullable=False, server_default=text("0"))
+    rate: Mapped[Decimal] = mapped_column(Numeric(14, 4), nullable=False, server_default=text("0"))
+
+
+class RateCharge(Base, TenantScopedMixin, TimestampMixin):
+    __tablename__ = "rate_charges"
+    __table_args__ = {"schema": "crm"}
+
+    id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
+    rate_sheet_id: Mapped[int | None] = mapped_column(
+        Integer, ForeignKey("crm.rate_sheets.id"), nullable=True, index=True
+    )
+    rate_lane_id: Mapped[int | None] = mapped_column(
+        Integer, ForeignKey("crm.rate_lanes.id"), nullable=True, index=True
+    )
+    concept: Mapped[str] = mapped_column(String(60), nullable=False)
+    # fijo | por_kg | por_guia | por_contenedor | porcentaje
+    charge_type: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'fijo'"))
+    value: Mapped[Decimal | None] = mapped_column(Numeric(14, 4), nullable=True)
+    condition: Mapped[str | None] = mapped_column(Text, nullable=True)

backend/api/v1/modules/crm/rates/routes.py

@@ -0,0 +1,269 @@
+"""Endpoints del módulo Tarifario."""
+
+from datetime import date
+
+from fastapi import APIRouter, Depends, File, Form, Query, Response, UploadFile, status
+from sqlalchemy.orm import Session
+
+from core.database import get_core_db
+from core.security import get_current_user
+
+from . import service
+from .dto import (
+    CostRequest,
+    CostResult,
+    ImportPreview,
+    RateBreakDTO,
+    RateChargeCreate,
+    RateChargeResponse,
+    RateChargeUpdate,
+    RateLaneCreate,
+    RateLaneResponse,
+    RateSheetCreate,
+    RateSheetResponse,
+    RateSheetUpdate,
+)
+
+router = APIRouter(prefix="/rate-sheets", tags=["Tarifario"])
+
+
+def _ctx(current_user: dict):
+    return current_user["tenant_id"], current_user.get("sub") or current_user.get("id")
+
+
+def _sheet_out(db: Session, tenant_id: int, sheet) -> RateSheetResponse:
+    out = RateSheetResponse.model_validate(sheet)
+    out.lane_count = service.lane_count(db, tenant_id, sheet.id)
+    return out
+
+
+def _lane_out(db: Session, lane) -> RateLaneResponse:
+    out = RateLaneResponse.model_validate(lane)
+    out.breaks = [RateBreakDTO.model_validate(b) for b in service.breaks_of(db, lane.id)]
+    return out
+
+
+# ---------------- Tarifarios ----------------
+@router.get("", response_model=list[RateSheetResponse])
+def list_sheets(
+    company_id: int = Query(...),
+    mode: str | None = Query(None),
+    supplier_id: int | None = Query(None),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id, _ = _ctx(current_user)
+    sheets = service.list_sheets(db, tenant_id, company_id, mode=mode, supplier_id=supplier_id)
+    return [_sheet_out(db, tenant_id, s) for s in sheets]
+
+
+@router.post("", response_model=RateSheetResponse, status_code=status.HTTP_201_CREATED)
+def create_sheet(
+    data: RateSheetCreate,
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id, user_id = _ctx(current_user)
+    sheet = service.create_sheet(db, tenant_id, company_id, data, user_id)
+    return _sheet_out(db, tenant_id, sheet)
+
+
+@router.get("/template")
+def download_template(
+    mode: str = Query(..., description="aereo | maritimo_fcl | maritimo_lcl | terrestre"),
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+):
+    content = service.build_template(mode)
+    return Response(
+        content=content,
+        media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+        headers={"Content-Disposition": f'attachment; filename="plantilla_tarifario_{mode}.xlsx"'},
+    )
+
+
+@router.post("/import/preview", response_model=ImportPreview)
+async def import_preview(
+    company_id: int = Query(...),
+    mode: str = Form(...),
+    file: UploadFile = File(...),
+    current_user: dict = Depends(get_current_user),
+):
+    content = await file.read()
+    return service.parse_excel(mode, content)
+
+
+@router.post("/import", response_model=RateSheetResponse, status_code=status.HTTP_201_CREATED)
+async def import_sheet(
+    company_id: int = Query(...),
+    mode: str = Form(...),
+    name: str = Form(...),
+    supplier_id: int | None = Form(None),
+    currency: str = Form("USD"),
+    valid_from: date | None = Form(None),
+    valid_to: date | None = Form(None),
+    default_origin: str | None = Form(None),
+    file: UploadFile = File(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id, user_id = _ctx(current_user)
+    content = await file.read()
+    header = RateSheetCreate(
+        mode=mode, name=name, supplier_id=supplier_id, currency=currency,
+        valid_from=valid_from, valid_to=valid_to, default_origin=default_origin,
+    )
+    sheet = service.import_from_excel(db, tenant_id, company_id, mode, content, header, user_id)
+    return _sheet_out(db, tenant_id, sheet)
+
+
+@router.get("/{sheet_id}", response_model=RateSheetResponse)
+def get_sheet(
+    sheet_id: int,
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id, _ = _ctx(current_user)
+    return _sheet_out(db, tenant_id, service.get_sheet(db, tenant_id, company_id, sheet_id))
+
+
+@router.patch("/{sheet_id}", response_model=RateSheetResponse)
+def update_sheet(
+    sheet_id: int,
+    data: RateSheetUpdate,
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id, user_id = _ctx(current_user)
+    return _sheet_out(db, tenant_id, service.update_sheet(db, tenant_id, company_id, sheet_id, data, user_id))
+
+
+@router.delete("/{sheet_id}", status_code=status.HTTP_204_NO_CONTENT)
+def delete_sheet(
+    sheet_id: int,
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id, _ = _ctx(current_user)
+    service.delete_sheet(db, tenant_id, company_id, sheet_id)
+
+
+# ---------------- Rutas (lanes) ----------------
+@router.get("/{sheet_id}/lanes", response_model=list[RateLaneResponse])
+def list_lanes(
+    sheet_id: int,
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id, _ = _ctx(current_user)
+    service.get_sheet(db, tenant_id, company_id, sheet_id)
+    return [_lane_out(db, lane) for lane in service.list_lanes(db, tenant_id, sheet_id)]
+
+
+@router.post("/{sheet_id}/lanes", response_model=RateLaneResponse, status_code=status.HTTP_201_CREATED)
+def create_lane(
+    sheet_id: int,
+    data: RateLaneCreate,
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id, _ = _ctx(current_user)
+    lane = service.create_lane(db, tenant_id, company_id, sheet_id, data)
+    return _lane_out(db, lane)
+
+
+@router.delete("/{sheet_id}/lanes/{lane_id}", status_code=status.HTTP_204_NO_CONTENT)
+def delete_lane(
+    sheet_id: int,
+    lane_id: int,
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id, _ = _ctx(current_user)
+    service.delete_lane(db, tenant_id, sheet_id, lane_id)
+
+
+# ---------------- Cargos adicionales ----------------
+@router.get("/{sheet_id}/charges", response_model=list[RateChargeResponse])
+def list_charges(
+    sheet_id: int,
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id, _ = _ctx(current_user)
+    service.get_sheet(db, tenant_id, company_id, sheet_id)
+    return service.list_charges(db, tenant_id, sheet_id)
+
+
+@router.post("/{sheet_id}/charges", response_model=RateChargeResponse, status_code=status.HTTP_201_CREATED)
+def create_charge(
+    sheet_id: int,
+    data: RateChargeCreate,
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id, _ = _ctx(current_user)
+    return service.create_charge(db, tenant_id, company_id, sheet_id, data)
+
+
+@router.patch("/{sheet_id}/charges/{charge_id}", response_model=RateChargeResponse)
+def update_charge(
+    sheet_id: int,
+    charge_id: int,
+    data: RateChargeUpdate,
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id, _ = _ctx(current_user)
+    return service.update_charge(db, tenant_id, sheet_id, charge_id, data)
+
+
+@router.delete("/{sheet_id}/charges/{charge_id}", status_code=status.HTTP_204_NO_CONTENT)
+def delete_charge(
+    sheet_id: int,
+    charge_id: int,
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    tenant_id, _ = _ctx(current_user)
+    service.delete_charge(db, tenant_id, sheet_id, charge_id)
+
+
+# ---------------- Motor de costeo ----------------
+cost_router = APIRouter(tags=["Tarifario"])
+
+
+@cost_router.post("/rate-quote", response_model=CostResult)
+def rate_quote(
+    req: CostRequest,
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    """Calcula opciones de costo (por proveedor) para una ruta/carga."""
+    tenant_id, _ = _ctx(current_user)
+    options = service.quote_cost(db, tenant_id, company_id, req)
+    return CostResult(request=req, options=options)
+
+
+@cost_router.get("/rate-locations")
+def rate_locations(
+    mode: str = Query(...),
+    company_id: int = Query(...),
+    current_user: dict = Depends(get_current_user),
+    db: Session = Depends(get_core_db),
+):
+    """Orígenes/destinos cotizables (de los tarifarios activos) para alinear el cotizador."""
+    tenant_id, _ = _ctx(current_user)
+    return service.lane_locations(db, tenant_id, company_id, mode)

backend/api/v1/modules/crm/rates/service.py

@@ -0,0 +1,565 @@
+"""Lógica del módulo Tarifario: CRUD, importación por Excel y motor de costeo."""
+
+import io
+from datetime import date
+from decimal import Decimal
+from typing import Any
+
+from fastapi import HTTPException, status
+from sqlalchemy import and_, or_
+from sqlalchemy.orm import Session
+
+from .dto import (
+    CostChargeLine,
+    CostOption,
+    CostRequest,
+    ImportConfirm,
+    ImportPreview,
+    ImportPreviewRow,
+    RateLaneCreate,
+    RateSheetCreate,
+    RateSheetUpdate,
+)
+from ..common.pricing import air_volumetric_kg
+from .models import RateBreak, RateCharge, RateLane, RateSheet
+
+# Factor volumétrico aéreo: 1 m³ = 167 kg (equivale a 6000 cm³/kg).
+# Respaldo cuando solo se conoce el volumen en m³ (sin dimensiones cm).
+AIR_VOLUMETRIC_FACTOR = Decimal("167")
+
+
+# ============================================================ CRUD tarifarios
+def _sheet_query(db: Session, tenant_id: int, company_id: int):
+    return db.query(RateSheet).filter(
+        RateSheet.tenant_id == tenant_id,
+        RateSheet.company_id == company_id,
+        RateSheet.deleted_at.is_(None),
+    )
+
+
+def list_sheets(db: Session, tenant_id: int, company_id: int, mode: str | None = None,
+                supplier_id: int | None = None) -> list[RateSheet]:
+    q = _sheet_query(db, tenant_id, company_id)
+    if mode:
+        q = q.filter(RateSheet.mode == mode)
+    if supplier_id:
+        q = q.filter(RateSheet.supplier_id == supplier_id)
+    return q.order_by(RateSheet.created_at.desc()).all()
+
+
+def lane_count(db: Session, tenant_id: int, sheet_id: int) -> int:
+    return (
+        db.query(RateLane)
+        .filter(RateLane.rate_sheet_id == sheet_id, RateLane.tenant_id == tenant_id,
+                RateLane.deleted_at.is_(None))
+        .count()
+    )
+
+
+def get_sheet(db: Session, tenant_id: int, company_id: int, sheet_id: int) -> RateSheet:
+    sheet = _sheet_query(db, tenant_id, company_id).filter(RateSheet.id == sheet_id).first()
+    if not sheet:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Tarifario no encontrado")
+    return sheet
+
+
+def create_sheet(db: Session, tenant_id: int, company_id: int, data: RateSheetCreate,
+                 user_id: str | None) -> RateSheet:
+    sheet = RateSheet(
+        tenant_id=tenant_id, company_id=company_id,
+        **data.model_dump(),
+        created_by=user_id, updated_by=user_id,
+    )
+    db.add(sheet)
+    db.commit()
+    db.refresh(sheet)
+    return sheet
+
+
+def update_sheet(db: Session, tenant_id: int, company_id: int, sheet_id: int,
+                 data: RateSheetUpdate, user_id: str | None) -> RateSheet:
+    sheet = get_sheet(db, tenant_id, company_id, sheet_id)
+    for field, value in data.model_dump(exclude_unset=True).items():
+        setattr(sheet, field, value)
+    sheet.updated_by = user_id
+    db.commit()
+    db.refresh(sheet)
+    return sheet
+
+
+def delete_sheet(db: Session, tenant_id: int, company_id: int, sheet_id: int) -> None:
+    from sqlalchemy import func
+    sheet = get_sheet(db, tenant_id, company_id, sheet_id)
+    sheet.deleted_at = func.now()
+    db.commit()
+
+
+# ============================================================ Rutas (lanes)
+def list_lanes(db: Session, tenant_id: int, sheet_id: int) -> list[RateLane]:
+    return (
+        db.query(RateLane)
+        .filter(RateLane.rate_sheet_id == sheet_id, RateLane.tenant_id == tenant_id,
+                RateLane.deleted_at.is_(None))
+        .order_by(RateLane.region, RateLane.destination)
+        .all()
+    )
+
+
+def breaks_of(db: Session, lane_id: int) -> list[RateBreak]:
+    return (
+        db.query(RateBreak)
+        .filter(RateBreak.rate_lane_id == lane_id, RateBreak.deleted_at.is_(None))
+        .order_by(RateBreak.from_qty)
+        .all()
+    )
+
+
+def _add_lane(db: Session, tenant_id: int, company_id: int, sheet_id: int,
+              lane_data: RateLaneCreate) -> RateLane:
+    payload = lane_data.model_dump(exclude={"breaks"})
+    lane = RateLane(tenant_id=tenant_id, company_id=company_id, rate_sheet_id=sheet_id, **payload)
+    db.add(lane)
+    db.flush()  # id
+    for br in lane_data.breaks:
+        db.add(RateBreak(
+            tenant_id=tenant_id, company_id=company_id, rate_lane_id=lane.id,
+            from_qty=br.from_qty, rate=br.rate,
+        ))
+    return lane
+
+
+def create_lane(db: Session, tenant_id: int, company_id: int, sheet_id: int,
+                lane_data: RateLaneCreate) -> RateLane:
+    get_sheet(db, tenant_id, company_id, sheet_id)  # valida pertenencia
+    lane = _add_lane(db, tenant_id, company_id, sheet_id, lane_data)
+    db.commit()
+    db.refresh(lane)
+    return lane
+
+
+def delete_lane(db: Session, tenant_id: int, sheet_id: int, lane_id: int) -> None:
+    from sqlalchemy import func
+    lane = (
+        db.query(RateLane)
+        .filter(RateLane.id == lane_id, RateLane.rate_sheet_id == sheet_id,
+                RateLane.tenant_id == tenant_id)
+        .first()
+    )
+    if not lane:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Ruta no encontrada")
+    lane.deleted_at = func.now()
+    db.commit()
+
+
+# ============================================================ Cargos adicionales
+def list_charges(db: Session, tenant_id: int, sheet_id: int) -> list[RateCharge]:
+    return (
+        db.query(RateCharge)
+        .filter(RateCharge.rate_sheet_id == sheet_id, RateCharge.tenant_id == tenant_id,
+                RateCharge.deleted_at.is_(None))
+        .order_by(RateCharge.concept)
+        .all()
+    )
+
+
+def create_charge(db: Session, tenant_id: int, company_id: int, sheet_id: int, data) -> RateCharge:
+    get_sheet(db, tenant_id, company_id, sheet_id)
+    ch = RateCharge(
+        tenant_id=tenant_id, company_id=company_id, rate_sheet_id=sheet_id,
+        rate_lane_id=data.rate_lane_id, concept=data.concept, charge_type=data.charge_type,
+        value=data.value, condition=data.condition,
+    )
+    db.add(ch)
+    db.commit()
+    db.refresh(ch)
+    return ch
+
+
+def update_charge(db: Session, tenant_id: int, sheet_id: int, charge_id: int, data) -> RateCharge:
+    ch = (
+        db.query(RateCharge)
+        .filter(RateCharge.id == charge_id, RateCharge.rate_sheet_id == sheet_id,
+                RateCharge.tenant_id == tenant_id)
+        .first()
+    )
+    if not ch:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Cargo no encontrado")
+    for field, value in data.model_dump(exclude_unset=True).items():
+        setattr(ch, field, value)
+    db.commit()
+    db.refresh(ch)
+    return ch
+
+
+def delete_charge(db: Session, tenant_id: int, sheet_id: int, charge_id: int) -> None:
+    from sqlalchemy import func
+    ch = (
+        db.query(RateCharge)
+        .filter(RateCharge.id == charge_id, RateCharge.rate_sheet_id == sheet_id,
+                RateCharge.tenant_id == tenant_id)
+        .first()
+    )
+    if not ch:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Cargo no encontrado")
+    ch.deleted_at = func.now()
+    db.commit()
+
+
+# ============================================================ Importación Excel
+# Plantillas por modo: encabezados esperados (orden libre, se detectan por nombre).
+TEMPLATES: dict[str, list[str]] = {
+    "aereo": ["Region", "Origen", "Destino", "IATA", "Min", "100", "300", "500", "1000"],
+    "maritimo_fcl": ["Origen", "Destino", "Tipo contenedor", "Tarifa", "Transito", "Notas"],
+    "maritimo_lcl": ["Origen", "Destino", "Tarifa W/M", "Minimo", "Notas"],
+    "terrestre": ["Origen", "Destino", "Tarifa", "Transito", "Notas"],
+}
+
+
+def build_template(mode: str) -> bytes:
+    """Genera un .xlsx con los encabezados del modo + una fila de ejemplo."""
+    import openpyxl
+
+    if mode not in TEMPLATES:
+        raise HTTPException(status_code=400, detail=f"Modo '{mode}' no válido")
+    wb = openpyxl.Workbook()
+    ws = wb.active
+    ws.title = mode
+    headers = TEMPLATES[mode]
+    ws.append(headers)
+    examples = {
+        "aereo": ["EUROPA", "NLU", "Frankfurt", "FRA", 190, 1.00, 1.00, 0.95, 0.90],
+        "maritimo_fcl": ["MXZLO", "CNSHA", "40HC", 2500, 28, "THC no incluido"],
+        "maritimo_lcl": ["MXZLO", "USLAX", 45, 80, "1 W/M = 1 ton o 1 m3"],
+        "terrestre": ["Monterrey", "Laredo", 850, 1, ""],
+    }
+    ws.append(examples[mode])
+    buf = io.BytesIO()
+    wb.save(buf)
+    return buf.getvalue()
+
+
+def _num(v: Any) -> Decimal | None:
+    if v is None or v == "":
+        return None
+    try:
+        return Decimal(str(v).replace("$", "").replace(",", "").strip())
+    except Exception:
+        return None
+
+
+def parse_excel(mode: str, content: bytes) -> ImportPreview:
+    """Lee el Excel y devuelve una vista previa con validaciones (no persiste)."""
+    import openpyxl
+
+    if mode not in TEMPLATES:
+        raise HTTPException(status_code=400, detail=f"Modo '{mode}' no válido")
+    try:
+        wb = openpyxl.load_workbook(io.BytesIO(content), data_only=True, read_only=True)
+    except Exception:
+        raise HTTPException(status_code=400, detail="No se pudo leer el archivo Excel")
+    ws = wb.active
+    rows_iter = ws.iter_rows(values_only=True)
+    header = next(rows_iter, None)
+    if not header:
+        raise HTTPException(status_code=400, detail="El archivo está vacío")
+    cols = [str(c).strip() if c is not None else "" for c in header]
+    idx = {name.lower(): i for i, name in enumerate(cols)}
+
+    def cell(row, name):
+        i = idx.get(name.lower())
+        return row[i] if i is not None and i < len(row) else None
+
+    preview_rows: list[ImportPreviewRow] = []
+    valid = 0
+    for n, row in enumerate(rows_iter, start=2):
+        if row is None or all(c is None or str(c).strip() == "" for c in row):
+            continue
+        errors: list[str] = []
+        warnings: list[str] = []
+        data: dict = {}
+        if mode == "aereo":
+            data = {
+                "region": cell(row, "Region"),
+                "origin": cell(row, "Origen"),
+                "destination": cell(row, "Destino") or cell(row, "IATA"),
+                "iata": cell(row, "IATA"),
+                "min_charge": _num(cell(row, "Min")),
+                "breaks": {b: _num(cell(row, b)) for b in ("100", "300", "500", "1000")},
+            }
+            if not data["destination"]:
+                errors.append("Falta destino/IATA")
+            if not any(v is not None for v in data["breaks"].values()):
+                errors.append("Sin tarifas por quiebre")
+        elif mode == "maritimo_fcl":
+            data = {
+                "origin": cell(row, "Origen"),
+                "destination": cell(row, "Destino"),
+                "equipment_type": cell(row, "Tipo contenedor"),
+                "flat_rate": _num(cell(row, "Tarifa")),
+                "transit_days": _num(cell(row, "Transito")),
+                "notes": cell(row, "Notas"),
+            }
+            if data["flat_rate"] is None:
+                errors.append("Falta la tarifa")
+            if not data["equipment_type"]:
+                warnings.append("Sin tipo de contenedor")
+        elif mode == "maritimo_lcl":
+            data = {
+                "origin": cell(row, "Origen"),
+                "destination": cell(row, "Destino"),
+                "wm_rate": _num(cell(row, "Tarifa W/M")),
+                "min_charge": _num(cell(row, "Minimo")),
+                "notes": cell(row, "Notas"),
+            }
+            if data["wm_rate"] is None:
+                errors.append("Falta la tarifa W/M")
+        else:  # terrestre
+            data = {
+                "origin": cell(row, "Origen"),
+                "destination": cell(row, "Destino"),
+                "flat_rate": _num(cell(row, "Tarifa")),
+                "transit_days": _num(cell(row, "Transito")),
+                "notes": cell(row, "Notas"),
+            }
+            if data["flat_rate"] is None:
+                errors.append("Falta la tarifa")
+        if not data.get("destination"):
+            errors.append("Falta destino")
+        ok = not errors
+        if ok:
+            valid += 1
+        preview_rows.append(ImportPreviewRow(row=n, data=_jsonable(data), ok=ok,
+                                             warnings=warnings, errors=errors))
+    return ImportPreview(mode=mode, total=len(preview_rows), valid=valid,
+                         rows=preview_rows, columns=cols)
+
+
+def _jsonable(d: dict) -> dict:
+    out = {}
+    for k, v in d.items():
+        if isinstance(v, Decimal):
+            out[k] = float(v)
+        elif isinstance(v, dict):
+            out[k] = {kk: (float(vv) if isinstance(vv, Decimal) else vv) for kk, vv in v.items()}
+        else:
+            out[k] = v
+    return out
+
+
+def _rows_to_lanes(mode: str, rows: list[ImportPreviewRow], default_origin: str | None) -> list[RateLaneCreate]:
+    lanes: list[RateLaneCreate] = []
+    for r in rows:
+        if not r.ok:
+            continue
+        d = r.data
+        origin = d.get("origin") or default_origin
+        if mode == "aereo":
+            breaks = [
+                {"from_qty": Decimal(b), "rate": Decimal(str(v))}
+                for b, v in (d.get("breaks") or {}).items() if v is not None
+            ]
+            lanes.append(RateLaneCreate(
+                origin=str(origin) if origin else None,
+                destination=str(d.get("destination")),
+                region=d.get("region"), rate_unit="per_kg",
+                min_charge=_num(d.get("min_charge")),
+                breaks=breaks,  # type: ignore[arg-type]
+            ))
+        elif mode == "maritimo_fcl":
+            lanes.append(RateLaneCreate(
+                origin=str(origin) if origin else None, destination=str(d.get("destination")),
+                equipment_type=d.get("equipment_type"), rate_unit="per_container",
+                flat_rate=_num(d.get("flat_rate")),
+                transit_days=int(d["transit_days"]) if d.get("transit_days") else None,
+                notes=d.get("notes"),
+            ))
+        elif mode == "maritimo_lcl":
+            lanes.append(RateLaneCreate(
+                origin=str(origin) if origin else None, destination=str(d.get("destination")),
+                rate_unit="per_wm", min_charge=_num(d.get("min_charge")),
+                breaks=[{"from_qty": Decimal(0), "rate": Decimal(str(d["wm_rate"]))}],  # type: ignore[arg-type]
+                notes=d.get("notes"),
+            ))
+        else:
+            lanes.append(RateLaneCreate(
+                origin=str(origin) if origin else None, destination=str(d.get("destination")),
+                rate_unit="flat", flat_rate=_num(d.get("flat_rate")),
+                transit_days=int(d["transit_days"]) if d.get("transit_days") else None,
+                notes=d.get("notes"),
+            ))
+    return lanes
+
+
+def confirm_import(db: Session, tenant_id: int, company_id: int, data: ImportConfirm,
+                   user_id: str | None) -> RateSheet:
+    """Crea el tarifario + rutas a partir de la vista previa confirmada."""
+    sheet = RateSheet(
+        tenant_id=tenant_id, company_id=company_id,
+        supplier_id=data.supplier_id, mode=data.mode, name=data.name,
+        currency=data.currency, valid_from=data.valid_from, valid_to=data.valid_to,
+        default_origin=data.default_origin, status=data.status or "borrador",
+        notes=data.notes, created_by=user_id, updated_by=user_id,
+    )
+    db.add(sheet)
+    db.flush()
+    for lane in data.lanes:
+        _add_lane(db, tenant_id, company_id, sheet.id, lane)
+    db.commit()
+    db.refresh(sheet)
+    return sheet
+
+
+def import_from_excel(db: Session, tenant_id: int, company_id: int, mode: str,
+                      content: bytes, header: RateSheetCreate, user_id: str | None) -> RateSheet:
+    """Atajo: parsea el Excel y crea el tarifario en un solo paso."""
+    preview = parse_excel(mode, content)
+    lanes = _rows_to_lanes(mode, preview.rows, header.default_origin)
+    return confirm_import(
+        db, tenant_id, company_id,
+        ImportConfirm(**header.model_dump(), lanes=lanes), user_id,
+    )
+
+
+# ============================================================ Motor de costeo
+def _volumetric_kg(volume_m3: Decimal | None) -> Decimal:
+    return (volume_m3 or Decimal(0)) * AIR_VOLUMETRIC_FACTOR
+
+
+def _rate_for(breaks: list[RateBreak], qty: Decimal) -> Decimal | None:
+    """Tarifa aplicable al peso/wm 'qty' (mayor quiebre cuyo umbral <= qty)."""
+    if not breaks:
+        return None
+    applicable = None
+    for b in breaks:
+        if b.from_qty <= qty:
+            applicable = b.rate
+    if applicable is None:
+        applicable = breaks[0].rate  # por debajo del primer quiebre → tarifa base (gobierna el mínimo)
+    return applicable
+
+
+def _best_break_cost(breaks: list[RateBreak], qty: Decimal) -> Decimal:
+    """Costo base con optimización de quiebre (declarar peso mayor si conviene)."""
+    base_rate = _rate_for(breaks, qty)
+    base = (qty * base_rate) if base_rate is not None else Decimal(0)
+    for b in breaks:
+        if b.from_qty > qty:
+            candidate = b.from_qty * b.rate
+            if candidate < base:
+                base = candidate
+    return base
+
+
+def _apply_charges(db: Session, sheet: RateSheet, lane: RateLane, base: Decimal,
+                   chargeable: Decimal, quantity: int, dangerous: bool) -> list[CostChargeLine]:
+    charges = (
+        db.query(RateCharge)
+        .filter(
+            RateCharge.deleted_at.is_(None),
+            or_(RateCharge.rate_sheet_id == sheet.id, RateCharge.rate_lane_id == lane.id),
+        )
+        .all()
+    )
+    lines: list[CostChargeLine] = []
+    for c in charges:
+        if c.concept == "dgr" and not dangerous:
+            continue
+        v = c.value or Decimal(0)
+        if c.charge_type == "fijo" or c.charge_type == "por_guia":
+            amt = v
+        elif c.charge_type == "por_kg":
+            amt = v * chargeable
+        elif c.charge_type == "por_contenedor":
+            amt = v * quantity
+        elif c.charge_type == "porcentaje":
+            amt = base * v / Decimal(100)
+        else:
+            amt = v
+        lines.append(CostChargeLine(concept=c.concept, amount=amt))
+    return lines
+
+
+def lane_locations(db: Session, tenant_id: int, company_id: int, mode: str) -> dict[str, list[str]]:
+    """Orígenes/destinos existentes en los tarifarios activos de un modo.
+
+    Alinea el cotizador con las rutas realmente cotizables (los códigos provienen
+    de las lanes, por lo que el costeo siempre encontrará ruta).
+    """
+    sheets = _sheet_query(db, tenant_id, company_id).filter(
+        RateSheet.mode == mode, RateSheet.status == "activo",
+    ).all()
+    origins: set[str] = set()
+    destinations: set[str] = set()
+    for sheet in sheets:
+        lanes = db.query(RateLane).filter(
+            RateLane.rate_sheet_id == sheet.id, RateLane.deleted_at.is_(None),
+        ).all()
+        for lane in lanes:
+            origin = lane.origin or sheet.default_origin
+            if origin:
+                origins.add(origin)
+            if lane.destination:
+                destinations.add(lane.destination)
+    return {"origins": sorted(origins), "destinations": sorted(destinations)}
+
+
+def quote_cost(db: Session, tenant_id: int, company_id: int, req: CostRequest) -> list[CostOption]:
+    on_date = req.on_date or date.today()
+    sheets = _sheet_query(db, tenant_id, company_id).filter(
+        RateSheet.mode == req.mode,
+        RateSheet.status == "activo",
+        or_(RateSheet.valid_from.is_(None), RateSheet.valid_from <= on_date),
+        or_(RateSheet.valid_to.is_(None), RateSheet.valid_to >= on_date),
+    ).all()
+
+    gross = req.gross_weight_kg or Decimal(0)
+    options: list[CostOption] = []
+    for sheet in sheets:
+        lanes_q = db.query(RateLane).filter(
+            RateLane.rate_sheet_id == sheet.id, RateLane.deleted_at.is_(None),
+        )
+        if req.destination:
+            lanes_q = lanes_q.filter(RateLane.destination == req.destination)
+        for lane in lanes_q.all():
+            # Origen: match exacto o el default del tarifario.
+            lane_origin = lane.origin or sheet.default_origin
+            if req.origin and lane_origin and lane_origin != req.origin:
+                continue
+            if req.mode == "maritimo_fcl":
+                if req.equipment_type and lane.equipment_type and lane.equipment_type != req.equipment_type:
+                    continue
+                chargeable = Decimal(req.quantity)
+                base = (lane.flat_rate or Decimal(0)) * req.quantity
+                detail = f"{req.quantity} x {lane.equipment_type or 'contenedor'}"
+            elif req.mode == "terrestre":
+                chargeable = Decimal(req.quantity)
+                base = (lane.flat_rate or Decimal(0)) * req.quantity
+                detail = "tarifa por ruta"
+            elif req.mode == "maritimo_lcl":
+                tons = gross / Decimal(1000)
+                wm = max(tons, req.volume_m3 or Decimal(0))
+                brks = breaks_of(db, lane.id)
+                base = _best_break_cost(brks, wm) if brks else Decimal(0)
+                chargeable = wm
+                base = max(base, lane.min_charge or Decimal(0))
+                detail = f"W/M {wm.quantize(Decimal('0.01'))}"
+            else:  # aereo
+                # P/Vol por dimensiones (L×A×H×cant / 6000); si no hay dimensiones,
+                # respaldo con el volumen en m³ × 167.
+                vol_by_dims = air_volumetric_kg(req.length_cm, req.width_cm, req.height_cm, req.quantity)
+                volumetric = vol_by_dims if vol_by_dims > 0 else _volumetric_kg(req.volume_m3)
+                chargeable = max(gross, volumetric)
+                brks = breaks_of(db, lane.id)
+                base = _best_break_cost(brks, chargeable)
+                base = max(base, lane.min_charge or Decimal(0))
+                detail = f"facturable {chargeable.quantize(Decimal('0.01'))} kg (P/Vol)"
+
+            charge_lines = _apply_charges(db, sheet, lane, base, chargeable, req.quantity, req.dangerous)
+            total = base + sum((c.amount for c in charge_lines), Decimal(0))
+            options.append(CostOption(
+                rate_sheet_id=sheet.id, rate_sheet_name=sheet.name, supplier_id=sheet.supplier_id,
+                currency=sheet.currency, chargeable=chargeable, base_cost=base,
+                charges=charge_lines, total_cost=total, transit_days=lane.transit_days, detail=detail,
+            ))
+    options.sort(key=lambda o: o.total_cost)
+    return options

backend/api/v1/modules/crm/router.py

@@ -13,6 +13,7 @@ from . import permissions  # noqa: F401  (side-effect: registra permisos del CRM
 from .accounts.routes import router as accounts_router
 from .activities.routes import router as activities_router
 from .addresses.routes import router as addresses_router
+from .cases.routes import router as cases_router
 from .catalogs.routes import router as catalogs_router
 from .contacts.routes import router as contacts_router
 from .documents.routes import router as documents_router
@@ -21,6 +22,8 @@ from .metrics.routes import router as metrics_router
 from .opportunities.routes import router as opportunities_router
 from .pipelines.routes import router as pipelines_router
 from .quotes.routes import router as quotes_router
+from .rates.routes import cost_router as rates_cost_router
+from .rates.routes import router as rates_router
 from .service_requests.routes import router as service_requests_router
 from .suppliers.routes import router as suppliers_router
 from .uploads.routes import router as uploads_router
@@ -41,6 +44,9 @@ router.include_router(leads_router)
 router.include_router(pipelines_router)
 router.include_router(opportunities_router)
 router.include_router(activities_router)
+router.include_router(cases_router)
 router.include_router(metrics_router)
 router.include_router(catalogs_router)
 router.include_router(uploads_router)
+router.include_router(rates_router)
+router.include_router(rates_cost_router)

backend/api/v1/modules/crm/service_requests/dto.py

@@ -7,22 +7,66 @@ from pydantic import BaseModel, ConfigDict, Field
 class ServiceRequestBase(BaseModel):
     reference: str | None = Field(None, max_length=40)
     account_id: int | None = None
+    contact_id: int | None = None
     opportunity_id: int | None = None
     operation_type: str = Field(..., max_length=20)  # importacion | exportacion
     transport_mode: str | None = Field(None, max_length=20)
     service_type: str | None = Field(None, max_length=20)
     incoterm: str | None = Field(None, max_length=10)
+    # Ruta legada (texto libre) — se conserva por compatibilidad
     origin: str | None = Field(None, max_length=160)
     destination: str | None = Field(None, max_length=160)
+    # Ruta estructurada (país por catálogo ISO; ciudad/puerto por catálogo o texto)
+    origin_country: str | None = Field(None, max_length=3)
+    origin_city: str | None = Field(None, max_length=120)
+    origin_port: str | None = Field(None, max_length=20)
+    destination_country: str | None = Field(None, max_length=3)
+    destination_city: str | None = Field(None, max_length=120)
+    destination_port: str | None = Field(None, max_length=20)
+    pickup_location: str | None = Field(None, max_length=255)
+    delivery_location: str | None = Field(None, max_length=255)
     cargo_type: str | None = Field(None, max_length=120)
-    weight: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
+    weight: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)  # peso bruto
     volume: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
-    load_type: str | None = Field(None, max_length=10)
+    load_type: str | None = Field(None, max_length=10)  # FCL | LCL | AMBAS
     container_equipment: str | None = Field(None, max_length=120)
+    container_count: int | None = Field(None, ge=0)
     commodity: str | None = None
     required_date: date | None = None
+    request_date: date | None = None
+    estimated_shipment_date: date | None = None
+    currency: str | None = Field(None, max_length=3)
+    priority: str | None = Field(None, max_length=20)
+    # Mercancía
+    cargo_value: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
+    insurance_required: bool = False
+    hs_code: str | None = Field(None, max_length=20)
+    goods_origin_country: str | None = Field(None, max_length=3)
+    hazardous_imo: bool = False
+    refrigerated: bool = False
+    stackable: bool = False
+    # Dimensiones y bultos
+    pieces_count: int | None = Field(None, ge=0)
+    boxes_count: int | None = Field(None, ge=0)
+    pallets_count: int | None = Field(None, ge=0)
+    net_weight: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
+    length_cm: Decimal | None = Field(None, ge=0, max_digits=10, decimal_places=2)
+    width_cm: Decimal | None = Field(None, ge=0, max_digits=10, decimal_places=2)
+    height_cm: Decimal | None = Field(None, ge=0, max_digits=10, decimal_places=2)
+    measurement_unit: str | None = Field(None, max_length=20)
+    # LCL
+    packaging_type: str | None = Field(None, max_length=20)
+    oversized: bool = False
+    weight_per_pallet: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
+    volume_per_pallet: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
+    # Servicios adicionales (códigos del catálogo servicio_adicional) y pago
+    additional_services: list[str] | None = None
+    additional_service_costs: dict[str, float] | None = None  # {codigo: costo estimado}
+    payment_method: str | None = Field(None, max_length=20)
     destination_agent_id: int | None = None
     requirements: str | None = None
+    client_notes: str | None = None
+    internal_notes: str | None = None
     status: str = Field("nueva", max_length=20)
     notes: str | None = None
     owner_user_id: str | None = Field(None, max_length=64)
@@ -38,8 +82,12 @@ class ServiceRequestContactInput(BaseModel):
 
 
 class ServiceRequestFromOpportunityInput(BaseModel):
-    """Datos para convertir una oportunidad del embudo en solicitud/RFQ (R-C-02)."""
-    operation_type: str = Field(..., max_length=20)  # importacion | exportacion
+    """Datos para convertir una oportunidad del embudo en solicitud/RFQ (R-C-02).
+
+    La dirección impo/expo se hereda de la oportunidad; ``operation_type`` aquí es
+    solo un respaldo para oportunidades antiguas que no la tengan capturada.
+    """
+    operation_type: str | None = Field(None, max_length=20)  # importacion | exportacion
     transport_mode: str | None = Field(None, max_length=20)
     service_type: str | None = Field(None, max_length=20)
     incoterm: str | None = Field(None, max_length=10)
@@ -51,6 +99,7 @@ class ServiceRequestFromOpportunityInput(BaseModel):
 class ServiceRequestUpdate(BaseModel):
     reference: str | None = Field(None, max_length=40)
     account_id: int | None = None
+    contact_id: int | None = None
     opportunity_id: int | None = None
     operation_type: str | None = Field(None, max_length=20)
     transport_mode: str | None = Field(None, max_length=20)
@@ -58,15 +107,52 @@ class ServiceRequestUpdate(BaseModel):
     incoterm: str | None = Field(None, max_length=10)
     origin: str | None = Field(None, max_length=160)
     destination: str | None = Field(None, max_length=160)
+    origin_country: str | None = Field(None, max_length=3)
+    origin_city: str | None = Field(None, max_length=120)
+    origin_port: str | None = Field(None, max_length=20)
+    destination_country: str | None = Field(None, max_length=3)
+    destination_city: str | None = Field(None, max_length=120)
+    destination_port: str | None = Field(None, max_length=20)
+    pickup_location: str | None = Field(None, max_length=255)
+    delivery_location: str | None = Field(None, max_length=255)
     cargo_type: str | None = Field(None, max_length=120)
     weight: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
     volume: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
     load_type: str | None = Field(None, max_length=10)
     container_equipment: str | None = Field(None, max_length=120)
+    container_count: int | None = Field(None, ge=0)
     commodity: str | None = None
     required_date: date | None = None
+    request_date: date | None = None
+    estimated_shipment_date: date | None = None
+    currency: str | None = Field(None, max_length=3)
+    priority: str | None = Field(None, max_length=20)
+    cargo_value: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
+    insurance_required: bool | None = None
+    hs_code: str | None = Field(None, max_length=20)
+    goods_origin_country: str | None = Field(None, max_length=3)
+    hazardous_imo: bool | None = None
+    refrigerated: bool | None = None
+    stackable: bool | None = None
+    pieces_count: int | None = Field(None, ge=0)
+    boxes_count: int | None = Field(None, ge=0)
+    pallets_count: int | None = Field(None, ge=0)
+    net_weight: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
+    length_cm: Decimal | None = Field(None, ge=0, max_digits=10, decimal_places=2)
+    width_cm: Decimal | None = Field(None, ge=0, max_digits=10, decimal_places=2)
+    height_cm: Decimal | None = Field(None, ge=0, max_digits=10, decimal_places=2)
+    measurement_unit: str | None = Field(None, max_length=20)
+    packaging_type: str | None = Field(None, max_length=20)
+    oversized: bool | None = None
+    weight_per_pallet: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
+    volume_per_pallet: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=3)
+    additional_services: list[str] | None = None
+    additional_service_costs: dict[str, float] | None = None
+    payment_method: str | None = Field(None, max_length=20)
     destination_agent_id: int | None = None
     requirements: str | None = None
+    client_notes: str | None = None
+    internal_notes: str | None = None
     status: str | None = Field(None, max_length=20)
     notes: str | None = None
     owner_user_id: str | None = Field(None, max_length=64)
@@ -76,6 +162,7 @@ class ServiceRequestResponse(ServiceRequestBase):
     model_config = ConfigDict(from_attributes=True)
 
     id: int
+    case_id: int | None = None
     first_contact_at: datetime | None = None
     first_contact_notes: str | None = None
     tenant_id: int

backend/api/v1/modules/crm/service_requests/models.py

@@ -1,6 +1,6 @@
 from datetime import date, datetime
 
-from sqlalchemy import Date, DateTime, ForeignKey, Integer, Numeric, String, Text, text
+from sqlalchemy import JSON, Boolean, Date, DateTime, ForeignKey, Integer, Numeric, String, Text, text
 from sqlalchemy.orm import Mapped, mapped_column
 
 from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
@@ -19,6 +19,7 @@ class ServiceRequest(Base, TenantScopedMixin, TimestampMixin):
 
     id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
     reference: Mapped[str | None] = mapped_column(String(40), nullable=True, index=True)  # folio
+    case_id: Mapped[int | None] = mapped_column(Integer, ForeignKey("crm.cases.id"), nullable=True, index=True)  # expediente
     account_id: Mapped[int | None] = mapped_column(
         Integer, ForeignKey("crm.accounts.id"), nullable=True, index=True
     )
@@ -57,6 +58,57 @@ class ServiceRequest(Base, TenantScopedMixin, TimestampMixin):
     created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
     updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
 
+    # ----- Campos del documento maestro de cotización (T2026-08) -----
+    # Datos generales
+    contact_id: Mapped[int | None] = mapped_column(
+        Integer, ForeignKey("crm.contacts.id"), nullable=True, index=True
+    )
+    request_date: Mapped[date | None] = mapped_column(Date, nullable=True)  # fecha de la solicitud
+    currency: Mapped[str | None] = mapped_column(String(3), nullable=True)
+    priority: Mapped[str | None] = mapped_column(String(20), nullable=True)  # baja|normal|alta|urgente
+    # Ruta (país por catálogo ISO; ciudad/puerto por catálogo o texto libre)
+    origin_country: Mapped[str | None] = mapped_column(String(3), nullable=True)
+    origin_city: Mapped[str | None] = mapped_column(String(120), nullable=True)
+    origin_port: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    destination_country: Mapped[str | None] = mapped_column(String(3), nullable=True)
+    destination_city: Mapped[str | None] = mapped_column(String(120), nullable=True)
+    destination_port: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    pickup_location: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    delivery_location: Mapped[str | None] = mapped_column(String(255), nullable=True)
+    estimated_shipment_date: Mapped[date | None] = mapped_column(Date, nullable=True)
+    # Mercancía
+    cargo_value: Mapped[float | None] = mapped_column(Numeric(14, 2), nullable=True)
+    insurance_required: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))
+    hs_code: Mapped[str | None] = mapped_column(String(20), nullable=True)  # fracción arancelaria
+    goods_origin_country: Mapped[str | None] = mapped_column(String(3), nullable=True)  # país de origen de la mercancía
+    hazardous_imo: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))
+    refrigerated: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))
+    stackable: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))
+    # Dimensiones y bultos
+    pieces_count: Mapped[int | None] = mapped_column(Integer, nullable=True)
+    boxes_count: Mapped[int | None] = mapped_column(Integer, nullable=True)
+    pallets_count: Mapped[int | None] = mapped_column(Integer, nullable=True)
+    net_weight: Mapped[float | None] = mapped_column(Numeric(14, 3), nullable=True)  # peso neto (weight = bruto)
+    length_cm: Mapped[float | None] = mapped_column(Numeric(10, 2), nullable=True)
+    width_cm: Mapped[float | None] = mapped_column(Numeric(10, 2), nullable=True)
+    height_cm: Mapped[float | None] = mapped_column(Numeric(10, 2), nullable=True)
+    measurement_unit: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    # FCL
+    container_count: Mapped[int | None] = mapped_column(Integer, nullable=True)
+    # LCL
+    packaging_type: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    oversized: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))
+    weight_per_pallet: Mapped[float | None] = mapped_column(Numeric(14, 3), nullable=True)
+    volume_per_pallet: Mapped[float | None] = mapped_column(Numeric(14, 3), nullable=True)
+    # Servicios adicionales (lista de códigos del catálogo servicio_adicional) y pago
+    additional_services: Mapped[list | None] = mapped_column(JSON, nullable=True)
+    # Costo estimado por servicio adicional marcado: {codigo: costo}
+    additional_service_costs: Mapped[dict | None] = mapped_column(JSON, nullable=True)
+    payment_method: Mapped[str | None] = mapped_column(String(20), nullable=True)
+    # Notas
+    client_notes: Mapped[str | None] = mapped_column(Text, nullable=True)
+    internal_notes: Mapped[str | None] = mapped_column(Text, nullable=True)
+
 
 class RateRequest(Base, TenantScopedMixin, TimestampMixin):
     """Solicitud de tarifa a un proveedor para una solicitud de servicio (Diagrama 1, paso 6)."""

backend/api/v1/modules/crm/service_requests/service.py

@@ -4,7 +4,10 @@ from fastapi import HTTPException, status
 from sqlalchemy.orm import Session
 
 from ..accounts.models import Account
+from ..cases import service as cases_service
 from ..catalogs.data import INCOTERM_CODES
+from ..common.folios import next_folio
+from ..contacts.models import Contact
 from ..opportunities.models import Opportunity
 from ..suppliers.models import Supplier
 from .dto import (
@@ -37,6 +40,8 @@ def _exists(db: Session, model, _id: int | None, tenant_id: int, company_id: int
 def _validate_request_refs(db: Session, data: dict, tenant_id: int, company_id: int) -> None:
     if not _exists(db, Account, data.get("account_id"), tenant_id, company_id):
         raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="El cliente asociado no existe")
+    if not _exists(db, Contact, data.get("contact_id"), tenant_id, company_id):
+        raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="El contacto asociado no existe")
     if not _exists(db, Supplier, data.get("destination_agent_id"), tenant_id, company_id):
         raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="El agente en destino no existe")
     if not _exists(db, Opportunity, data.get("opportunity_id"), tenant_id, company_id):
@@ -103,6 +108,15 @@ def create_service_request(
     data = payload.model_dump()
     _validate_request_refs(db, data, tenant_id, company_id)
     obj = ServiceRequest(**data, tenant_id=tenant_id, company_id=company_id, created_by=user_id, updated_by=user_id)
+    # Folio S... auto-generado (mensual) si no viene uno explícito
+    if not obj.reference:
+        obj.reference = next_folio(db, tenant_id, company_id, "S", obj.operation_type)
+    # Expediente: normalmente nace en la oportunidad; si la solicitud es directa, se mintea aquí
+    if not obj.case_id:
+        case = cases_service.create_case(
+            db, tenant_id, company_id, account_id=obj.account_id, title=obj.reference, stage="solicitud", user_id=user_id,
+        )
+        obj.case_id = case.id
     db.add(obj)
     db.commit()
     db.refresh(obj)
@@ -166,10 +180,24 @@ def create_from_opportunity(
     )
     if not opp:
         raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Oportunidad no encontrada")
+
+    # Idempotente: si la oportunidad ya se convirtió, devuelve la misma solicitud
+    if opp.converted_service_request_id:
+        existing = get_service_request(db, opp.converted_service_request_id, tenant_id, company_id)
+        return existing
+
+    # La dirección impo/expo se hereda de la oportunidad (respaldo: el payload)
+    operation_type = opp.operation_type or payload.operation_type
+    if not operation_type:
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_ENTITY,
+            detail="Define la dirección (importación/exportación) en la oportunidad para convertirla",
+        )
     obj = ServiceRequest(
         account_id=opp.account_id,
+        contact_id=opp.contact_id,
         opportunity_id=opp.id,
-        operation_type=payload.operation_type,
+        operation_type=operation_type,
         transport_mode=payload.transport_mode,
         service_type=payload.service_type,
         incoterm=payload.incoterm,
@@ -178,12 +206,24 @@ def create_from_opportunity(
         status="nueva",
         notes=payload.notes,
         owner_user_id=opp.owner_user_id,
+        reference=next_folio(db, tenant_id, company_id, "S", operation_type),
+        case_id=opp.case_id,
         tenant_id=tenant_id,
         company_id=company_id,
         created_by=user_id,
         updated_by=user_id,
     )
     db.add(obj)
+    db.flush()
+    # Expediente heredado de la oportunidad (fallback si la oportunidad es antigua sin expediente)
+    if not obj.case_id:
+        obj.case_id = cases_service.create_case(
+            db, tenant_id, company_id, account_id=opp.account_id, title=obj.reference, stage="solicitud", user_id=user_id,
+        ).id
+        opp.case_id = obj.case_id
+    cases_service.advance_stage(db, obj.case_id, "solicitud")
+    # Back-link para cerrar el ciclo Oportunidad→Solicitud (y garantizar idempotencia)
+    opp.converted_service_request_id = obj.id
     db.commit()
     db.refresh(obj)
     return obj

backend/api/v1/modules/crm/suppliers/dto.py

@@ -13,6 +13,7 @@ class SupplierBase(BaseModel):
     person_type: str | None = Field(None, max_length=10)
     status: str = Field("active", max_length=20)
     classifications: list[str] = Field(default_factory=list)
+    classification_other: str | None = Field(None, max_length=120)
     # Comercial
     services_offered: str | None = None
     coverage: str | None = Field(None, max_length=20)
@@ -52,6 +53,7 @@ class SupplierUpdate(BaseModel):
     person_type: str | None = Field(None, max_length=10)
     status: str | None = Field(None, max_length=20)
     classifications: list[str] | None = None
+    classification_other: str | None = Field(None, max_length=120)
     services_offered: str | None = None
     coverage: str | None = Field(None, max_length=20)
     countries: list[str] | None = None

backend/api/v1/modules/crm/suppliers/models.py

@@ -30,6 +30,8 @@ class Supplier(Base, TenantScopedMixin, TimestampMixin):
     # Clasificación (múltiple): naviera, aerolinea, transportista_terrestre, ferrocarril,
     # agente_aduanal, agente_carga, agente_corresponsal, almacen, aseguradora, paqueteria, otro
     classifications: Mapped[list | None] = mapped_column(JSON, nullable=True, default=list)
+    # Texto libre cuando la clasificación incluye "otro"
+    classification_other: Mapped[str | None] = mapped_column(String(120), nullable=True)
 
     # ----- Información comercial -----
     services_offered: Mapped[str | None] = mapped_column(Text, nullable=True)

backend/api/v1/modules/crm/uploads/routes.py

@@ -7,10 +7,10 @@ pide una URL firmada fresca en ``/uploads/url`` (las presignadas expiran).
 import re
 import uuid
 
-from fastapi import APIRouter, Depends, File, HTTPException, Query, UploadFile, status
+from fastapi import APIRouter, Depends, File, HTTPException, Query, Response, UploadFile, status
 
 from core.security import get_current_user
-from core.storage_s3 import presigned_get_url, put_object_bytes
+from core.storage_s3 import get_object_bytes, presigned_get_url, put_object_bytes
 
 router = APIRouter()
 
@@ -61,3 +61,29 @@ def get_upload_url(
     if not key.startswith(prefix):
         raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail="Archivo fuera de tu alcance")
     return {"url": presigned_get_url(key)}
+
+
+@router.get("/uploads/download")
+def download_file(
+    key: str = Query(..., description="Object key del archivo en el almacén"),
+    company_id: int = Query(..., description="Company ID"),
+    current_user: dict = Depends(get_current_user),
+):
+    """Transmite el archivo por el backend (sin exponer MinIO al navegador).
+
+    Evita el bug de la URL prefirmada que apunta al host interno ``minio:9000``.
+    """
+    tenant_id = current_user["tenant_id"]
+    prefix = f"tenants/{tenant_id}/companies/{company_id}/"
+    if not key.startswith(prefix):
+        raise HTTPException(status_code=status.HTTP_403_FORBIDDEN, detail="Archivo fuera de tu alcance")
+    try:
+        data = get_object_bytes(key)
+    except Exception:
+        raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Archivo no encontrado")
+    filename = key.rsplit("/", 1)[-1]
+    return Response(
+        content=data,
+        media_type="application/octet-stream",
+        headers={"Content-Disposition": f'inline; filename="{filename}"'},
+    )

backend/api/v1/modules/fin/invoices/dto.py

@@ -100,6 +100,7 @@ class InvoiceResponse(InvoiceBase):
     model_config = ConfigDict(from_attributes=True)
 
     id: int
+    case_id: int | None = None
     status: str
     subtotal: Decimal
     tax_amount: Decimal

backend/api/v1/modules/fin/invoices/models.py

@@ -15,6 +15,7 @@ class Invoice(Base, TenantScopedMixin, TimestampMixin):
 
     id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
     reference: Mapped[str | None] = mapped_column(String(40), nullable=True, index=True)  # folio
+    case_id: Mapped[int | None] = mapped_column(Integer, ForeignKey("crm.cases.id"), nullable=True, index=True)  # expediente
     shipment_id: Mapped[int | None] = mapped_column(
         Integer, ForeignKey("ops.shipments.id"), nullable=True, index=True
     )

backend/api/v1/modules/fin/invoices/service.py

@@ -6,6 +6,8 @@ from sqlalchemy import func
 from sqlalchemy.orm import Session
 
 from api.v1.modules.crm.accounts.models import Account
+from api.v1.modules.crm.cases import service as cases_service
+from api.v1.modules.crm.common.folios import next_folio
 from api.v1.modules.crm.quotes.models import Quote, QuoteItem
 from api.v1.modules.ops.shipments.models import Shipment
 
@@ -95,6 +97,15 @@ def create_invoice(db, payload: InvoiceCreate, tenant_id, company_id, user_id=No
     data = payload.model_dump()
     _validate_refs(db, data, tenant_id, company_id)
     obj = Invoice(**data, tenant_id=tenant_id, company_id=company_id, created_by=user_id, updated_by=user_id)
+    # Folio F... auto-generado (mensual) si no viene uno explícito
+    if not obj.reference:
+        obj.reference = next_folio(db, tenant_id, company_id, "F", None, with_direction=False)
+    # Expediente heredado del embarque (si la factura se genera de uno)
+    if obj.shipment_id and not obj.case_id:
+        sh = db.query(Shipment).filter(Shipment.id == obj.shipment_id).first()
+        if sh:
+            obj.case_id = sh.case_id
+    cases_service.advance_stage(db, obj.case_id, "facturacion")
     db.add(obj)
     db.flush()
     _recompute(db, obj)
@@ -281,6 +292,7 @@ def generate_from_shipment(db, shipment_id, tenant_id, company_id, user_id=None)
 
     invoice = Invoice(
         reference=shipment.reference,
+        case_id=shipment.case_id,
         shipment_id=shipment.id,
         quote_id=shipment.quote_id,
         account_id=shipment.account_id,
@@ -294,6 +306,7 @@ def generate_from_shipment(db, shipment_id, tenant_id, company_id, user_id=None)
     )
     db.add(invoice)
     db.flush()
+    cases_service.advance_stage(db, shipment.case_id, "facturacion")
 
     if quote:
         q_items = db.query(QuoteItem).filter(QuoteItem.quote_id == quote.id, QuoteItem.deleted_at.is_(None)).all()

backend/api/v1/modules/ops/shipments/dto.py

@@ -82,6 +82,7 @@ class ShipmentResponse(ShipmentBase):
     model_config = ConfigDict(from_attributes=True)
 
     id: int
+    case_id: int | None = None
     closed_at: datetime | None = None
     closed_by: str | None = None
     created_by: str | None = None

backend/api/v1/modules/ops/shipments/models.py

@@ -15,6 +15,7 @@ class Shipment(Base, TenantScopedMixin, TimestampMixin):
 
     id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
     reference: Mapped[str | None] = mapped_column(String(40), nullable=True, index=True)  # folio de embarque
+    case_id: Mapped[int | None] = mapped_column(Integer, ForeignKey("crm.cases.id"), nullable=True, index=True)  # expediente
     quote_id: Mapped[int | None] = mapped_column(
         Integer, ForeignKey("crm.quotes.id"), nullable=True, index=True
     )

backend/api/v1/modules/ops/shipments/routes.py

@@ -65,11 +65,14 @@ def create_shipment(
 def create_shipment_from_quote(
     quote_id: int = Query(..., description="Cotización aceptada a liberar"),
     company_id: int = Query(..., description="Company ID"),
+    operation_type: str | None = Query(None, description="Confirma la dirección: importacion | exportacion"),
     current_user: dict = Depends(get_current_user),
     db: Session = Depends(get_core_db),
 ):
     tenant_id = current_user["tenant_id"]
-    return service.create_shipment_from_quote(db, quote_id, tenant_id, company_id, _user_id(current_user))
+    return service.create_shipment_from_quote(
+        db, quote_id, tenant_id, company_id, _user_id(current_user), operation_type=operation_type
+    )
 
 
 @router.post("/shipments/{shipment_id}/reschedule", response_model=ShipmentResponse)

backend/api/v1/modules/ops/shipments/service.py

@@ -5,10 +5,15 @@ from sqlalchemy import func
 from sqlalchemy.orm import Session
 
 from api.v1.modules.crm.accounts.models import Account
+from api.v1.modules.crm.cases import service as cases_service
+from api.v1.modules.crm.common.folios import next_folio
 from api.v1.modules.crm.quotes.models import Quote
 from api.v1.modules.crm.service_requests.models import ServiceRequest
 from api.v1.modules.crm.suppliers.models import Supplier
 
+# Direcciones válidas de la operación (para validar y sembrar hitos).
+_OPERATION_TYPES = ("importacion", "exportacion")
+
 from .dto import (
     ShipmentCloseInput,
     ShipmentCreate,
@@ -173,9 +178,20 @@ def delete_shipment(db: Session, shipment_id: int, tenant_id: int, company_id: i
 
 
 def create_shipment_from_quote(
-    db: Session, quote_id: int, tenant_id: int, company_id: int, user_id: str | None = None
+    db: Session, quote_id: int, tenant_id: int, company_id: int, user_id: str | None = None,
+    operation_type: str | None = None,
 ) -> Shipment:
-    """Liberar a Operaciones: crea el embarque a partir de una cotización aceptada."""
+    """Liberar a Operaciones: crea el embarque a partir de una cotización aceptada.
+
+    La dirección impo/expo se confirma al liberar (``operation_type``) y, si no se
+    envía, se hereda de la solicitud. Con la dirección resuelta se genera el folio
+    ``OP...`` y se siembran automáticamente los hitos del proceso (Diagramas 2 y 3).
+    """
+    if operation_type is not None and operation_type not in _OPERATION_TYPES:
+        raise HTTPException(
+            status_code=status.HTTP_422_UNPROCESSABLE_ENTITY,
+            detail="Tipo de operación inválido: usa 'importacion' o 'exportacion'",
+        )
     quote = (
         db.query(Quote)
         .filter(
@@ -198,12 +214,16 @@ def create_shipment_from_quote(
     if quote.service_request_id:
         sr = db.query(ServiceRequest).filter(ServiceRequest.id == quote.service_request_id).first()
 
+    # La dirección enviada al liberar manda; si no viene, se hereda de la solicitud
+    resolved = operation_type or (sr.operation_type if sr else None)
+
     shipment = Shipment(
-        reference=quote.reference,
+        reference=next_folio(db, tenant_id, company_id, "OP", resolved),
+        case_id=quote.case_id,
         quote_id=quote.id,
         service_request_id=quote.service_request_id,
         account_id=quote.account_id,
-        operation_type=sr.operation_type if sr else None,
+        operation_type=resolved,
         transport_mode=sr.transport_mode if sr else None,
         service_type=sr.service_type if sr else None,
         incoterm=sr.incoterm if sr else None,
@@ -220,6 +240,14 @@ def create_shipment_from_quote(
     db.add(shipment)
     if sr:
         sr.status = "liberada"
+    cases_service.advance_stage(db, quote.case_id, "operacion")
+    db.flush()
+    # Siembra automática de hitos si ya se conoce la dirección de la operación
+    for position, (event_type, title, kind) in enumerate(_DEFAULT_MILESTONES.get(resolved or "", [])):
+        db.add(ShipmentEvent(
+            shipment_id=shipment.id, event_type=event_type, title=title, kind=kind,
+            status="pendiente", position=position, tenant_id=tenant_id, company_id=company_id,
+        ))
     db.commit()
     db.refresh(shipment)
     return shipment

backend/core/config.py

@@ -42,6 +42,19 @@ class Settings(BaseSettings):
     PERMISSION_CACHE_ENABLED: bool = True
     PERMISSION_CACHE_TTL_SECONDS: int = 300
 
+    # Sesión local del CRM (patrón SIWEB) — desacopla la sesión de la app del
+    # token KC de 60s. Tras SSO/login se guardan los tokens KC en valkey y se emite
+    # una sesión local firmada (HS256) con vida por inactividad (idle) y cap
+    # absoluto. Así el refresh del token KC contra el Hub solo se intenta al expirar
+    # la sesión local (no cada ~60s), lo que elimina el bucle de login.
+    #
+    # SE RESPETA la revocación central de Keycloak: si el Hub rechaza el refresh, la
+    # sesión termina (no hay re-emisión local de fallback). Flag-gated para rollback:
+    # con SESSION_STORE_ENABLED=False el comportamiento no cambia.
+    SESSION_STORE_ENABLED: bool = False
+    SESSION_IDLE_MINUTES: int = 30
+    SESSION_MAX_HOURS: int = 10
+
     # Synchronization
     SYNC_SECRET_TOKEN: str = "change-this-sync-token-in-production"
     CENTRAL_SERVER_URL: str = "http://localhost:8000/api/v1/core/help-center/sync/"

backend/core/hub_token.py

@@ -0,0 +1,67 @@
+"""
+Obtención de un access token de Keycloak VÁLIDO para llamar a la API del Hub.
+
+Con el patrón de sesión local (SIWEB) el Bearer de la app es un JWT propio (HS256)
+que el Hub NO entiende. Para las llamadas server→Hub se usa el token KC guardado en
+la sesión (valkey, vía cookie crm_sid), refrescándolo si está por expirar.
+"""
+
+import logging
+import time
+from typing import Optional
+
+import httpx
+from jose import jwt
+
+from core.config import settings
+from core import session_store
+
+logger = logging.getLogger(__name__)
+
+
+def _kc_exp_ok(token: str, leeway_seconds: int = 30) -> bool:
+    """True si el token KC no está expirado (con margen)."""
+    try:
+        claims = jwt.get_unverified_claims(token)
+        exp = claims.get("exp")
+        return isinstance(exp, (int, float)) and (int(exp) - int(time.time())) > leeway_seconds
+    except Exception:
+        return False
+
+
+async def get_hub_access_token(request) -> Optional[str]:
+    """
+    Devuelve un access token KC válido tomado de la sesión (valkey vía crm_sid),
+    refrescándolo contra el Hub si está por expirar. None si no hay sesión.
+    Best-effort: si el refresh falla, devuelve el token guardado (puede estar vencido).
+    """
+    sid = request.cookies.get("crm_sid") if request is not None else None
+    if not sid:
+        return None
+    sess = session_store.get_session(sid)
+    if not sess:
+        return None
+
+    access = sess.get("access_token")
+    refresh = sess.get("refresh_token")
+
+    if access and _kc_exp_ok(access):
+        return access
+
+    if refresh:
+        try:
+            async with httpx.AsyncClient(timeout=8.0) as client:
+                r = await client.post(
+                    f"{settings.HUB_URL}api/v1/auth/refresh",
+                    json={"refresh_token": refresh},
+                )
+            if r.status_code == 200:
+                data = r.json()
+                new_access = data.get("access_token") or access
+                session_store.update_session_tokens(sid, new_access, data.get("refresh_token") or refresh)
+                return new_access
+            logger.info("get_hub_access_token: Hub refresh devolvió %s", r.status_code)
+        except Exception as exc:
+            logger.warning("get_hub_access_token: refresh falló: %s", exc)
+
+    return access

backend/core/local_session.py

@@ -0,0 +1,94 @@
+"""
+Sesión local del CRM (patrón SIWEB).
+
+Emite y valida un JWT de sesión propio (HS256, firmado con SECRET_KEY) que
+transporta la identidad YA verificada por Keycloak/Hub. Desacopla la sesión de la
+app del token KC de 60s: la app valida esta sesión local (sin ir al Hub) durante
+su ventana de inactividad, de modo que el refresh del token KC solo se intenta al
+expirar la sesión local — no cada ~60s. Esto elimina el bucle de login.
+
+Se RESPETA la revocación central: si el Hub rechaza el refresh, la sesión termina
+(no hay re-emisión de fallback).
+
+Marcadores del token:
+  - source: "local" + crm_session: True  → distingue de tokens KC (RS256) y del
+    token dev-local (dev_local: True).
+  - sst (session start time, epoch seg)   → fija la vida ABSOLUTA máxima (cap).
+  - exp                                    → sliding por inactividad (idle); se
+    re-emite en cada refresh mientras no se supere el cap.
+
+Seguridad: es un desacople CONSCIENTE de la revocación central de KC (OWASP A07).
+Se acota con idle corto (= ssoSessionIdleTimeout) y cap absoluto
+(= ssoSessionMaxLifespan); el logout elimina la sesión de valkey.
+"""
+
+from datetime import datetime, timezone
+from typing import Any, Dict, Optional
+
+from jose import JWTError, jwt
+
+from core.config import settings
+
+# Claims de identidad que se propagan del token KC a la sesión local.
+_IDENTITY_CLAIMS = (
+    "sub", "email", "preferred_username", "username", "name",
+    "given_name", "family_name", "first_name", "last_name",
+    "tenant_id", "tenant_slug", "roles", "permissions",
+    "is_hub_admin", "avatar_url",
+)
+
+
+def _now_epoch() -> int:
+    return int(datetime.now(timezone.utc).timestamp())
+
+
+def mint_session_token(claims: Dict[str, Any], session_start: Optional[int] = None) -> str:
+    """
+    Emite un JWT de sesión local a partir de los claims (verificados) del usuario.
+    `session_start` (epoch seg) fija el inicio de sesión para el cap absoluto; si
+    no se provee, se usa el momento actual (sesión nueva).
+    """
+    now = _now_epoch()
+    sst = int(session_start) if session_start else now
+
+    payload: Dict[str, Any] = {
+        k: claims[k] for k in _IDENTITY_CLAIMS if claims.get(k) is not None
+    }
+    payload.update({
+        "source": "local",
+        "crm_session": True,
+        "sst": sst,
+        "iat": now,
+        "exp": now + settings.SESSION_IDLE_MINUTES * 60,
+    })
+    return jwt.encode(payload, settings.SECRET_KEY, algorithm="HS256")
+
+
+def verify_session_token(token: str) -> Optional[Dict[str, Any]]:
+    """
+    Valida un JWT de sesión local. Retorna los claims si es válido, no expiró por
+    inactividad y no superó el cap absoluto de vida; None en cualquier otro caso.
+    Nunca lanza (para poder encadenar con la validación contra el Hub).
+    """
+    try:
+        payload = jwt.decode(token, settings.SECRET_KEY, algorithms=["HS256"])
+    except JWTError:
+        return None
+
+    # Solo aceptamos tokens de sesión local del CRM (no KC, no dev-local).
+    if not payload.get("crm_session") or payload.get("source") != "local":
+        return None
+
+    # Cap absoluto de vida de sesión (independiente del sliding por idle).
+    sst = payload.get("sst")
+    if isinstance(sst, (int, float)):
+        if _now_epoch() - int(sst) > settings.SESSION_MAX_HOURS * 3600:
+            return None
+
+    return payload
+
+
+def session_start_of(payload: Dict[str, Any]) -> Optional[int]:
+    """Extrae el epoch de inicio de sesión (sst) de un payload de sesión local."""
+    sst = payload.get("sst")
+    return int(sst) if isinstance(sst, (int, float)) else None

backend/core/middleware.py

@@ -3,6 +3,7 @@ import time
 import httpx
 from datetime import datetime, timezone
 from typing import Callable, Optional
+from cachetools import TTLCache
 from fastapi import Request, Response
 from fastapi.responses import JSONResponse
 from starlette.middleware.base import BaseHTTPMiddleware
@@ -12,6 +13,11 @@ from .security import get_tenant_from_token, verify_token, get_active_system
 
 logger = logging.getLogger(__name__)
 
+# Caché de validación de licencia por tenant (patrón SIWEB): evita consultar al
+# Hub en cada request. Valor: "valid" o "invalid:<mensaje>". TTL corto para que
+# los cambios de licencia se propaguen en minutos.
+_license_cache: TTLCache = TTLCache(maxsize=1000, ttl=600)
+
 
 def _normalize_text(value: str | None) -> str:
     if not value:
@@ -145,6 +151,18 @@ class LicenseValidationMiddleware(BaseHTTPMiddleware):
         
         token = auth_header.split(" ")[1]
 
+        # Sesión local del CRM (patrón SIWEB): el Bearer es un JWT HS256 propio que
+        # el Hub NO entiende. No se le reenvía: la licencia se valida con el token KC
+        # guardado en valkey y se cachea por tenant.
+        if getattr(settings, "SESSION_STORE_ENABLED", False):
+            try:
+                from core.local_session import verify_session_token
+                local_claims = verify_session_token(token)
+            except Exception:
+                local_claims = None
+            if local_claims is not None:
+                return await self._handle_local_session_license(request, call_next, local_claims)
+
         tenant_override = request.headers.get("X-Tenant-Override")
         if not tenant_override:
             # Fallback para flujos SSO cuando el override no viaja en header.
@@ -307,6 +325,136 @@ class LicenseValidationMiddleware(BaseHTTPMiddleware):
             }
         )
 
+    async def _handle_local_session_license(self, request: Request, call_next: Callable, local_claims: dict):
+        """
+        Valida licencia para una sesión local del CRM (patrón SIWEB).
+
+        El Hub no valida el JWT HS256 local, así que se usa el token KC guardado en
+        valkey (refrescándolo si está vencido) para consultar verify-license, con
+        caché por tenant. Si el Hub no es concluyente (p. ej. su refresh falla), se
+        permite el paso: la sesión local se emitió tras un login válido (el App
+        Launcher solo ofrece apps licenciadas), evitando bloquear por un problema
+        transitorio del Hub. Los resultados concluyentes (válido/ inválido) sí se cachean.
+        """
+        from core import session_store
+
+        tenant_key = str(local_claims.get("tenant_id") or "")
+
+        cached = _license_cache.get(tenant_key) if tenant_key else None
+        if cached == "valid":
+            return await call_next(request)
+        if isinstance(cached, str) and cached.startswith("invalid:"):
+            return JSONResponse(
+                status_code=402,
+                content={"error": "LICENSE_ERROR", "message": cached[len("invalid:"):], "status_code": 402},
+            )
+
+        tenant_override = (
+            tenant_key
+            or request.cookies.get("sso_tenant_id")
+            or request.cookies.get("sso_tenant_pub")
+            or ""
+        )
+
+        sid = request.cookies.get("crm_sid")
+        sess = session_store.get_session(sid) if sid else None
+        kc_token = (sess or {}).get("access_token") or ""
+        kc_refresh = (sess or {}).get("refresh_token") or ""
+
+        async def _verify(tok: str):
+            if not tok:
+                return None
+            headers = {"Authorization": f"Bearer {tok}"}
+            if tenant_override:
+                headers["X-Tenant-Override"] = str(tenant_override)
+            try:
+                async with httpx.AsyncClient(timeout=5.0) as client:
+                    return await client.get(
+                        f"{settings.HUB_URL}api/v1/auth/verify-license", headers=headers
+                    )
+            except Exception as exc:
+                logger.warning("[license] verify-license (sesión local) error de red: %s", exc)
+                return None
+
+        resp = await _verify(kc_token)
+
+        # ¿El KC token guardado está vencido? Refrescar una vez y reintentar.
+        needs_refresh = resp is None or resp.status_code == 401
+        if not needs_refresh and resp.status_code == 200:
+            try:
+                _d = resp.json()
+            except Exception:
+                _d = {}
+            if not _d.get("valid", False) and _is_token_issue_message(
+                _d.get("message"), _d.get("detail"), _d.get("reason")
+            ):
+                needs_refresh = True
+
+        if needs_refresh and kc_refresh:
+            try:
+                async with httpx.AsyncClient(timeout=8.0) as client:
+                    rr = await client.post(
+                        f"{settings.HUB_URL}api/v1/auth/refresh",
+                        json={"refresh_token": kc_refresh},
+                    )
+                if rr.status_code == 200:
+                    nt = rr.json()
+                    kc_token = nt.get("access_token") or kc_token
+                    if sid:
+                        session_store.update_session_tokens(
+                            sid, kc_token, nt.get("refresh_token") or kc_refresh
+                        )
+                    resp = await _verify(kc_token)
+                else:
+                    logger.warning("[license] refresh KC para verify-license devolvió %s", rr.status_code)
+            except Exception as exc:
+                logger.warning("[license] refresh KC para verify-license falló: %s", exc)
+
+        if resp is not None and resp.status_code == 200:
+            try:
+                data = resp.json()
+            except Exception:
+                data = {}
+            if data.get("valid", False):
+                expires_at_str = data.get("expires_at")
+                if expires_at_str:
+                    try:
+                        expires_at = datetime.fromisoformat(expires_at_str.replace("Z", "+00:00"))
+                        if expires_at.tzinfo is None:
+                            expires_at = expires_at.replace(tzinfo=timezone.utc)
+                        if expires_at < datetime.now(timezone.utc):
+                            msg = f"La licencia venció el {expires_at.strftime('%d/%m/%Y')}. Renueva tu suscripción."
+                            if tenant_key:
+                                _license_cache[tenant_key] = f"invalid:{msg}"
+                            return JSONResponse(
+                                status_code=402,
+                                content={"error": "LICENSE_EXPIRED", "message": msg, "status_code": 402},
+                            )
+                    except (ValueError, TypeError):
+                        pass
+                if tenant_key:
+                    _license_cache[tenant_key] = "valid"
+                request.state.license_info = data
+                return await call_next(request)
+
+            message = data.get("message", "Sin licencia asignada para este tenant")
+            if not _is_token_issue_message(data.get("message"), data.get("detail"), data.get("reason")):
+                if tenant_key:
+                    _license_cache[tenant_key] = f"invalid:{message}"
+                return JSONResponse(
+                    status_code=402,
+                    content={"error": "LICENSE_ERROR", "message": message, "status_code": 402},
+                )
+
+        # No concluyente (Hub no dio 200, o el problema de token persiste porque su
+        # refresh falla): la sesión local es válida → permitir sin cachear. Evita el
+        # bucle de 401 por el bug de refresh del Hub.
+        logger.warning(
+            "[license] verify-license no concluyente para sesión local (tenant=%s) — se permite",
+            tenant_key,
+        )
+        return await call_next(request)
+
 
 class RequestLoggingMiddleware(BaseHTTPMiddleware):
     """

backend/core/security.py

@@ -47,6 +47,19 @@ async def verify_token(token: str, tenant_id_override: str = None) -> Dict[str,
     if cache_key in token_cache:
         return token_cache[cache_key]
 
+    # Sesión local del CRM (patrón SIWEB): si el token es una sesión local firmada
+    # (HS256, crm_session), validarla sin ir al Hub en cada request. Así el refresh
+    # del token KC solo se intenta al expirar la sesión local (no cada ~60s), lo que
+    # elimina el bucle de login. verify_session_token retorna None para tokens KC
+    # (RS256), así que no interfiere con el flujo normal.
+    if settings.SESSION_STORE_ENABLED:
+        from core.local_session import verify_session_token
+
+        local_claims = verify_session_token(token)
+        if local_claims is not None:
+            token_cache[cache_key] = local_claims
+            return local_claims
+
     # Shortcut para tokens de desarrollo local
     if settings.DEV_LOCAL_AUTH:
         try:
@@ -653,6 +666,20 @@ def validate_access_to_resource(
 
     tenant_id = resolve_effective_tenant_id_from_user(current_user)
 
+    # Si el usuario no trae tenant en el token (p. ej. hub_admin del workspace),
+    # resolverlo desde la compañía activa (a76.company.tenant_id). Permite operar
+    # por compañía seleccionada cuando el token no está ligado a un tenant.
+    if tenant_id is None and company_id:
+        try:
+            from sqlalchemy import text as _text
+            row = db.execute(
+                _text("SELECT tenant_id FROM a76.company WHERE id = :c"), {"c": company_id}
+            ).first()
+            if row and row[0] is not None:
+                tenant_id = int(row[0])
+        except Exception as exc:
+            logger.warning("no se pudo resolver tenant desde company_id=%s: %s", company_id, exc)
+
     # Bypass de checks de permisos: hub_admin (atestado por el Hub en /auth/me)
     # o rol local "super_admin" en la compañía (fuente de verdad: BD de a76).
     # Se reemplazó el antiguo "admin" in realm_access.roles para que la

backend/core/session_store.py

@@ -0,0 +1,111 @@
+"""
+Store de sesión en Valkey/Redis (patrón SIWEB).
+
+Guarda los tokens de Keycloak (access + refresh) FUERA del browser, indexados por
+un session_id opaco. La app usa la sesión local firmada (ver core.local_session)
+para su propia auth; los tokens KC de aquí solo se usan para llamadas al Hub
+(provisioning, my-apps, my-tenants), refrescándolos best-effort.
+
+Fail-silent: si Valkey no está disponible, las operaciones degradan a None/no-op
+y la sesión local firmada sigue sosteniendo la app.
+"""
+
+import json
+import logging
+import uuid
+from typing import Optional
+
+from core.config import settings
+
+try:
+    import redis  # type: ignore
+except Exception:  # pragma: no cover - redis es opcional en algunos entornos
+    redis = None  # type: ignore
+
+logger = logging.getLogger(__name__)
+
+_KEY_PREFIX = "crm:session:"
+_client = None
+
+
+def _get_client():
+    """Cliente Redis/Valkey compartido (perezoso). None si no está disponible."""
+    global _client
+    if redis is None:
+        return None
+    if _client is None:
+        try:
+            _client = redis.Redis.from_url(settings.VALKEY_URL, decode_responses=True)
+        except Exception as exc:
+            logger.warning("session_store_init_failed: %s", exc)
+            return None
+    return _client
+
+
+def _ttl_seconds() -> int:
+    # La sesión en valkey vive como máximo lo que la vida absoluta de la sesión.
+    return settings.SESSION_MAX_HOURS * 3600
+
+
+def create_session(access_token: str, refresh_token: str, session_start: int) -> Optional[str]:
+    """Crea una sesión con los tokens KC y devuelve el session_id (o None si Valkey no está)."""
+    client = _get_client()
+    if client is None:
+        return None
+    session_id = str(uuid.uuid4())
+    data = json.dumps({
+        "access_token": access_token,
+        "refresh_token": refresh_token or "",
+        "sst": int(session_start),
+    })
+    try:
+        client.setex(f"{_KEY_PREFIX}{session_id}", _ttl_seconds(), data)
+        return session_id
+    except Exception as exc:
+        logger.warning("session_store_create_failed: %s", exc)
+        return None
+
+
+def get_session(session_id: str) -> Optional[dict]:
+    """Devuelve {access_token, refresh_token, sst} de la sesión, o None."""
+    client = _get_client()
+    if client is None or not session_id:
+        return None
+    try:
+        raw = client.get(f"{_KEY_PREFIX}{session_id}")
+        return json.loads(raw) if raw else None
+    except Exception as exc:
+        logger.warning("session_store_get_failed: %s", exc)
+        return None
+
+
+def update_session_tokens(session_id: str, access_token: str, refresh_token: str) -> None:
+    """Actualiza los tokens KC de una sesión existente conservando su TTL y su sst."""
+    client = _get_client()
+    if client is None or not session_id:
+        return
+    try:
+        key = f"{_KEY_PREFIX}{session_id}"
+        ttl = client.ttl(key)
+        if ttl and ttl > 0:
+            existing = client.get(key)
+            sst = json.loads(existing).get("sst") if existing else None
+            data = json.dumps({
+                "access_token": access_token,
+                "refresh_token": refresh_token or "",
+                "sst": sst,
+            })
+            client.setex(key, ttl, data)
+    except Exception as exc:
+        logger.warning("session_store_update_failed: %s", exc)
+
+
+def delete_session(session_id: str) -> None:
+    """Elimina la sesión (logout). Fail-silent."""
+    client = _get_client()
+    if client is None or not session_id:
+        return
+    try:
+        client.delete(f"{_KEY_PREFIX}{session_id}")
+    except Exception as exc:
+        logger.warning("session_store_delete_failed: %s", exc)

backend/tests/conftest.py

@@ -28,6 +28,9 @@ from core.database import Base  # noqa: E402
 import api.v1.modules.crm.accounts.models  # noqa: E402,F401
 import api.v1.modules.crm.activities.models  # noqa: E402,F401
 import api.v1.modules.crm.addresses.models  # noqa: E402,F401
+import api.v1.modules.crm.cases.models  # noqa: E402,F401
+import api.v1.modules.crm.catalogs.models  # noqa: E402,F401
+import api.v1.modules.crm.common.folios  # noqa: E402,F401
 import api.v1.modules.crm.contacts.models  # noqa: E402,F401
 import api.v1.modules.crm.documents.models  # noqa: E402,F401
 import api.v1.modules.crm.leads.models  # noqa: E402,F401

backend/tests/test_accounts.py

@@ -15,7 +15,7 @@ def test_create_and_get_account(db):
     )
     assert acc.id is not None
     assert acc.status == "active"
-    assert acc.country == "MX"
+    assert acc.country == "MEX"  # ISO 3166-1 alfa-3 (alineado al catálogo pais)
     got = service.get_account(db, acc.id, T, C)
     assert got.name == "Importadora Demo"
     assert got.rfc == "XAXX010101000"

backend/tests/test_cases.py

@@ -0,0 +1,48 @@
+"""Pruebas del Expediente (crm.cases): minteo, propagación y timeline."""
+
+from api.v1.modules.crm.cases import service as cases_service
+from api.v1.modules.crm.opportunities import service as opp_service
+from api.v1.modules.crm.opportunities.dto import OpportunityCreate
+from api.v1.modules.crm.quotes import service as q_service
+from api.v1.modules.crm.service_requests import service as sr_service
+from api.v1.modules.crm.service_requests.dto import ServiceRequestCreate, ServiceRequestFromOpportunityInput
+
+T, C = 1, 1
+
+
+def test_opportunity_mints_expediente(db):
+    opp = opp_service.create_opportunity(db, OpportunityCreate(name="Negocio", operation_type="exportacion"), T, C)
+    assert opp.case_id is not None
+    case = cases_service.get_case(db, opp.case_id, T, C)
+    assert (case.reference or "").startswith("EXP")
+    assert case.stage == "oportunidad"
+
+
+def test_case_propagates_and_advances(db):
+    opp = opp_service.create_opportunity(db, OpportunityCreate(name="Negocio", operation_type="importacion"), T, C)
+    sr = sr_service.create_from_opportunity(db, opp.id, ServiceRequestFromOpportunityInput(), T, C)
+    assert sr.case_id == opp.case_id
+    assert cases_service.get_case(db, opp.case_id, T, C).stage == "solicitud"
+
+    quotes = q_service.create_quotes_from_service_request(db, sr.id, T, C)
+    assert quotes[0].case_id == opp.case_id
+    case = cases_service.get_case(db, opp.case_id, T, C)
+    assert case.stage == "cotizacion"
+
+    # El timeline reúne toda la historia ligada al expediente
+    kinds = {e["kind"] for e in cases_service.build_timeline(db, case)}
+    assert {"oportunidad", "solicitud", "cotizacion"} <= kinds
+
+
+def test_direct_service_request_mints_expediente(db):
+    # Solicitud directa (sin oportunidad) también obtiene expediente (fallback)
+    sr = sr_service.create_service_request(db, ServiceRequestCreate(operation_type="exportacion"), T, C)
+    assert sr.case_id is not None
+    assert cases_service.get_case(db, sr.case_id, T, C).stage == "solicitud"
+
+
+def test_advance_stage_never_regresses(db):
+    opp = opp_service.create_opportunity(db, OpportunityCreate(name="N", operation_type="exportacion"), T, C)
+    cases_service.advance_stage(db, opp.case_id, "facturacion")
+    cases_service.advance_stage(db, opp.case_id, "solicitud")  # no debe retroceder
+    assert cases_service.get_case(db, opp.case_id, T, C).stage == "facturacion"

backend/tests/test_catalogs_seed.py

@@ -0,0 +1,49 @@
+"""Pruebas de la siembra idempotente de catálogos globales del CRM."""
+
+from api.v1.modules.crm.catalogs.models import CatalogItem
+from api.v1.modules.crm.catalogs.seed import seed_global_catalogs
+
+# Catálogos nuevos del proceso comercial y una clave base que debe existir en cada uno.
+NEW_CATALOGS = {
+    "tipo_operacion": "importacion",
+    "medio_transporte": "maritimo",
+    "tipo_servicio": "puerto_puerto",
+    "prioridad": "urgente",
+    "tipo_mercancia": "peligrosa",
+    "unidad_medida": "kg",
+    "tipo_embalaje": "pallet",
+    "servicio_adicional": "seguro",
+    "tipo_documento": "factura_comercial",
+}
+
+
+def _codes(db, catalog: str) -> set[str]:
+    return {
+        row.code
+        for row in db.query(CatalogItem.code).filter(
+            CatalogItem.catalog == catalog, CatalogItem.tenant_id.is_(None)
+        )
+    }
+
+
+def test_seed_creates_new_catalogs(db):
+    seed_global_catalogs(db)
+    for catalog, base_code in NEW_CATALOGS.items():
+        codes = _codes(db, catalog)
+        assert codes, f"El catálogo {catalog} quedó vacío"
+        assert base_code in codes, f"Falta la clave base {base_code} en {catalog}"
+
+
+def test_seed_is_idempotent(db):
+    first = seed_global_catalogs(db)
+    assert first, "La primera corrida debió sembrar filas"
+    second = seed_global_catalogs(db)
+    assert second == {}, "La segunda corrida no debe agregar filas nuevas"
+
+
+def test_pais_catalog_populated(db):
+    """El catálogo pais alimenta Origen/Destino de la solicitud (decisión 6)."""
+    seed_global_catalogs(db)
+    codes = _codes(db, "pais")
+    assert len(codes) > 100
+    assert "MEX" in codes

backend/tests/test_folios.py

@@ -0,0 +1,49 @@
+"""Pruebas del generador de folios del ciclo comercial (next_folio)."""
+
+from datetime import date
+
+from api.v1.modules.crm.common.folios import next_folio
+
+T, C = 1, 1
+
+
+def test_folio_format_and_direction(db):
+    folio = next_folio(db, T, C, "O", "exportacion", on_date=date(2025, 8, 15))
+    assert folio == "O2025-08-001-E"
+    imp = next_folio(db, T, C, "S", "importacion", on_date=date(2025, 8, 15))
+    assert imp == "S2025-08-001-I"
+    sin_dir = next_folio(db, T, C, "C", None, on_date=date(2025, 8, 15))
+    assert sin_dir == "C2025-08-001-X"
+
+
+def test_folio_monthly_consecutive_per_entity(db):
+    a = next_folio(db, T, C, "O", "exportacion", on_date=date(2025, 8, 1))
+    b = next_folio(db, T, C, "O", "exportacion", on_date=date(2025, 8, 20))
+    assert a == "O2025-08-001-E"
+    assert b == "O2025-08-002-E"  # mismo mes, mismo entity → +1
+
+
+def test_folio_resets_on_month_change(db):
+    next_folio(db, T, C, "O", "exportacion", on_date=date(2025, 8, 20))
+    sep = next_folio(db, T, C, "O", "exportacion", on_date=date(2025, 9, 1))
+    assert sep == "O2025-09-001-E"  # nuevo mes → reinicia consecutivo
+
+
+def test_folio_entities_do_not_share_counter(db):
+    o = next_folio(db, T, C, "O", "exportacion", on_date=date(2025, 8, 20))
+    s = next_folio(db, T, C, "S", "exportacion", on_date=date(2025, 8, 20))
+    op = next_folio(db, T, C, "OP", "importacion", on_date=date(2025, 8, 20))
+    assert o == "O2025-08-001-E"
+    assert s == "S2025-08-001-E"   # entity distinto → su propio consecutivo
+    assert op == "OP2025-08-001-I"
+
+
+def test_folio_invoice_without_direction(db):
+    # Facturas: entidad F sin sufijo de dirección (F2025-08-001)
+    folio = next_folio(db, T, C, "F", None, on_date=date(2025, 8, 3), with_direction=False)
+    assert folio == "F2025-08-001"
+
+
+def test_folio_unique_across_many(db):
+    folios = {next_folio(db, T, C, "C", "importacion", on_date=date(2025, 8, 10)) for _ in range(25)}
+    assert len(folios) == 25  # sin duplicados

backend/tests/test_local_session.py

@@ -0,0 +1,74 @@
+"""
+Pruebas de la sesión local del CRM (patrón SIWEB) — core.local_session.
+
+Lógica pura (firma HS256 + claims); no requiere BD ni valkey.
+"""
+
+from datetime import datetime, timezone
+
+from jose import jwt
+
+from core.config import settings
+from core.local_session import mint_session_token, verify_session_token, session_start_of
+
+
+def _now() -> int:
+    return int(datetime.now(timezone.utc).timestamp())
+
+
+def test_round_trip_conserva_identidad():
+    claims = {
+        "sub": "kc-user-123",
+        "email": "user@example.com",
+        "tenant_id": 11,
+        "tenant_slug": "aduanasoft",
+        "is_hub_admin": True,
+    }
+    token = mint_session_token(claims)
+    out = verify_session_token(token)
+
+    assert out is not None
+    assert out["sub"] == "kc-user-123"
+    assert out["tenant_id"] == 11
+    assert out["tenant_slug"] == "aduanasoft"
+    assert out["is_hub_admin"] is True
+    assert out["source"] == "local"
+    assert out["crm_session"] is True
+    assert isinstance(out["sst"], int)
+
+
+def test_cap_absoluto_rechaza_sesion_vieja():
+    # session_start más allá del cap absoluto → verify debe rechazar aunque no expiró por idle.
+    old_start = _now() - (settings.SESSION_MAX_HOURS * 3600 + 120)
+    token = mint_session_token({"sub": "x"}, session_start=old_start)
+    assert verify_session_token(token) is None
+
+
+def test_preserva_session_start():
+    start = _now() - 60
+    token = mint_session_token({"sub": "x"}, session_start=start)
+    out = verify_session_token(token)
+    assert out is not None
+    assert session_start_of(out) == start
+
+
+def test_firma_alterada_se_rechaza():
+    token = mint_session_token({"sub": "x"})
+    # Alterar el último carácter de la firma invalida el token.
+    tampered = token[:-1] + ("A" if token[-1] != "A" else "B")
+    assert verify_session_token(tampered) is None
+
+
+def test_token_no_crm_se_rechaza():
+    # Un HS256 válido pero SIN los marcadores de sesión local no debe aceptarse.
+    other = jwt.encode(
+        {"sub": "x", "exp": _now() + 600},
+        settings.SECRET_KEY,
+        algorithm="HS256",
+    )
+    assert verify_session_token(other) is None
+
+
+def test_token_basura_se_rechaza():
+    assert verify_session_token("no-es-un-jwt") is None
+    assert verify_session_token("") is None

backend/tests/test_opportunities.py

@@ -41,6 +41,8 @@ def test_move_to_won_closes_and_sets_probability(db):
     assert moved.status == "won"
     assert moved.probability == 100
     assert moved.closed_at is not None
+    assert moved.won_date is not None  # fecha de ganada
+    assert moved.lost_date is None
     assert moved.stage_id == s_won.id
 
 
@@ -51,6 +53,8 @@ def test_move_to_lost(db):
     assert moved.status == "lost"
     assert moved.probability == 0
     assert moved.closed_at is not None
+    assert moved.lost_date is not None  # fecha de perdida
+    assert moved.won_date is None
 
 
 def test_move_back_to_open_reopens(db):

backend/tests/test_pricing.py

@@ -0,0 +1,29 @@
+"""Pruebas del cálculo de peso/volumen (P/Vol) aéreo."""
+
+from decimal import Decimal
+
+from api.v1.modules.crm.common.pricing import air_chargeable_kg, air_volumetric_kg
+
+
+def test_air_volumetric_doc_example():
+    # 3 pallets 120×120×100 cm → (120*120*100*3)/6000 = 720 (ejemplo del documento)
+    assert air_volumetric_kg(120, 120, 100, 3) == Decimal(720)
+
+
+def test_air_volumetric_zero_without_dimensions():
+    assert air_volumetric_kg(None, 120, 100, 3) == Decimal(0)
+    assert air_volumetric_kg(0, 120, 100, 3) == Decimal(0)
+
+
+def test_air_qty_defaults_to_one():
+    assert air_volumetric_kg(100, 100, 100, 0) == air_volumetric_kg(100, 100, 100, 1)
+
+
+def test_air_chargeable_takes_gross_when_larger():
+    # bruto 800 > volumétrico 720 → se cobra 800
+    assert air_chargeable_kg(800, 120, 120, 100, 3) == Decimal(800)
+
+
+def test_air_chargeable_takes_volumetric_when_larger():
+    # bruto 200 < volumétrico 720 → se cobra 720
+    assert air_chargeable_kg(200, 120, 120, 100, 3) == Decimal(720)

backend/tests/test_quotes.py

@@ -1,9 +1,13 @@
+from datetime import date
 from decimal import Decimal
 
+import pytest
+from fastapi import HTTPException
+
 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
+from api.v1.modules.crm.service_requests.dto import RateRequestCreate, ServiceRequestCreate
 
 T, C = 1, 1
 
@@ -44,3 +48,107 @@ def test_accept_quote_updates_service_request(db):
     # la solicitud asociada queda aceptada
     sr = sr_service.get_service_request(db, sr.id, T, C)
     assert sr.status == "aceptada"
+
+
+# ----- Solicitud → Cotización -----
+
+def _sr_with_rates(db, load_type="FCL"):
+    sr = sr_service.create_service_request(
+        db, ServiceRequestCreate(operation_type="importacion", load_type=load_type, currency="USD"), T, C
+    )
+    sr_service.create_rate_request(
+        db, RateRequestCreate(service_request_id=sr.id, concept="flete_internacional",
+                              rate_amount=1200, currency="USD"), T, C
+    )
+    sr_service.create_rate_request(
+        db, RateRequestCreate(service_request_id=sr.id, concept="despacho_aduanal",
+                              rate_amount=300, currency="USD"), T, C
+    )
+    return sr
+
+
+def test_quote_from_service_request_seeds_items(db):
+    sr = _sr_with_rates(db)
+    quotes = service.create_quotes_from_service_request(db, sr.id, T, C, user_id="dev")
+    assert len(quotes) == 1
+    q = quotes[0]
+    assert q.service_request_id == sr.id
+    assert q.reference.startswith("C") and q.reference.endswith("-I")
+    items = service.get_quote_items(db, q.id, T, C)
+    assert len(items) == 2
+    assert float(q.total_sale) == 1500.0  # 1200 + 300
+
+
+def test_quote_from_service_request_without_rates(db):
+    sr = sr_service.create_service_request(
+        db, ServiceRequestCreate(operation_type="exportacion", load_type="FCL"), T, C
+    )
+    quotes = service.create_quotes_from_service_request(db, sr.id, T, C)
+    assert len(quotes) == 1
+    assert service.get_quote_items(db, quotes[0].id, T, C) == []
+
+
+def test_quote_from_service_request_not_found(db):
+    with pytest.raises(HTTPException) as exc:
+        service.create_quotes_from_service_request(db, 999, T, C)
+    assert exc.value.status_code == 404
+
+
+def test_quote_from_service_request_ambas_genera_dos(db):
+    sr = _sr_with_rates(db, load_type="AMBAS")
+    quotes = service.create_quotes_from_service_request(db, sr.id, T, C)
+    assert len(quotes) == 2
+    variants = {q.load_type for q in quotes}
+    assert variants == {"FCL", "LCL"}
+    # cada variante siembra sus propios conceptos y toma su propio folio
+    assert quotes[0].reference != quotes[1].reference
+    for q in quotes:
+        assert len(service.get_quote_items(db, q.id, T, C)) == 2
+
+
+def test_quote_from_service_request_seeds_additional_services(db):
+    sr = sr_service.create_service_request(
+        db,
+        ServiceRequestCreate(
+            operation_type="importacion", load_type="FCL", currency="USD",
+            additional_services=["seguro", "despacho_aduanal"],
+            additional_service_costs={"seguro": 500, "despacho_aduanal": 300},
+        ),
+        T, C,
+    )
+    quotes = service.create_quotes_from_service_request(db, sr.id, T, C)
+    items = service.get_quote_items(db, quotes[0].id, T, C)
+    costs = {i.concept: float(i.unit_cost) for i in items}
+    assert costs.get("seguro") == 500.0
+    assert costs.get("despacho_aduanal") == 300.0
+    # el costo estimado de la solicitud es el punto de partida (costo=venta)
+    assert float(quotes[0].total_sale) == 800.0
+
+
+def test_quote_from_service_request_aereo_seeds_pvol_concept(db):
+    sr = sr_service.create_service_request(
+        db,
+        ServiceRequestCreate(
+            operation_type="exportacion", load_type="AEREO", currency="USD",
+            weight=200, length_cm=120, width_cm=120, height_cm=100, pallets_count=3,
+        ),
+        T, C,
+    )
+    quotes = service.create_quotes_from_service_request(db, sr.id, T, C)
+    assert len(quotes) == 1
+    assert quotes[0].load_type == "AEREO"
+    flete = [i for i in service.get_quote_items(db, quotes[0].id, T, C) if i.concept == "flete_internacional"]
+    assert len(flete) == 1
+    # cantidad del flete = peso a cobrar (P/Vol 720 > bruto 200)
+    assert float(flete[0].quantity) == 720.0
+
+
+def test_quote_from_service_request_sets_issue_date_today(db):
+    sr = _sr_with_rates(db)
+    quotes = service.create_quotes_from_service_request(db, sr.id, T, C)
+    assert quotes[0].issue_date == date.today()
+
+
+def test_create_quote_sets_issue_date_today(db):
+    q = service.create_quote(db, QuoteCreate(reference="COT-DATE"), T, C)
+    assert q.issue_date == date.today()

backend/tests/test_service_requests.py

@@ -3,10 +3,15 @@ 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.contacts import service as contacts_service
+from api.v1.modules.crm.contacts.dto import ContactCreate
+from api.v1.modules.crm.opportunities import service as opp_service
+from api.v1.modules.crm.opportunities.dto import OpportunityCreate
 from api.v1.modules.crm.service_requests import service
 from api.v1.modules.crm.service_requests.dto import (
     RateRequestCreate,
     ServiceRequestCreate,
+    ServiceRequestFromOpportunityInput,
     ServiceRequestUpdate,
 )
 
@@ -64,3 +69,88 @@ 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"
+
+
+# ----- Campos del documento maestro de cotización -----
+
+def test_create_service_request_new_fields(db):
+    sr = service.create_service_request(
+        db,
+        ServiceRequestCreate(
+            operation_type="importacion", load_type="LCL", priority="alta",
+            origin_country="CHN", origin_city="Shanghai",
+            destination_country="MEX", destination_city="Manzanillo",
+            cargo_value=15000, insurance_required=True, hazardous_imo=True,
+            pieces_count=12, net_weight=800, measurement_unit="kg",
+            additional_services=["seguro", "despacho_aduanal"],
+            payment_method="99", client_notes="Manejo con cuidado",
+        ),
+        T, C,
+    )
+    assert sr.origin_country == "CHN"
+    assert sr.insurance_required is True
+    assert sr.hazardous_imo is True
+    assert sr.additional_services == ["seguro", "despacho_aduanal"]
+    assert sr.pieces_count == 12
+
+
+def test_service_request_rejects_unknown_contact(db):
+    with pytest.raises(HTTPException) as exc:
+        service.create_service_request(
+            db, ServiceRequestCreate(operation_type="importacion", contact_id=999), T, C
+        )
+    assert exc.value.status_code == 422
+
+
+def test_service_request_generates_folio(db):
+    sr = service.create_service_request(db, ServiceRequestCreate(operation_type="exportacion"), T, C)
+    assert sr.reference is not None
+    assert sr.reference.startswith("S")
+    assert sr.reference.endswith("-E")
+
+
+def test_service_request_accepts_ambas(db):
+    sr = service.create_service_request(
+        db, ServiceRequestCreate(operation_type="exportacion", load_type="AMBAS"), T, C
+    )
+    assert sr.load_type == "AMBAS"
+
+
+def test_from_opportunity_inherits_operation_type_and_backlink(db):
+    acc = accounts_service.create_account(db, AccountCreate(name="Cliente"), T, C)
+    contact = contacts_service.create_contact(
+        db, ContactCreate(account_id=acc.id, first_name="Ana"), T, C
+    )
+    opp = opp_service.create_opportunity(
+        db,
+        OpportunityCreate(name="Negocio", account_id=acc.id, contact_id=contact.id,
+                          operation_type="importacion"),
+        T, C,
+    )
+    sr = service.create_from_opportunity(
+        db, opp.id, ServiceRequestFromOpportunityInput(transport_mode="aereo"), T, C, user_id="dev"
+    )
+    # Hereda dirección y contacto de la oportunidad
+    assert sr.operation_type == "importacion"
+    assert sr.contact_id == contact.id
+    assert sr.opportunity_id == opp.id
+    assert sr.reference.startswith("S") and sr.reference.endswith("-I")
+    # Back-link en la oportunidad
+    refreshed = opp_service.get_opportunity(db, opp.id, T, C)
+    assert refreshed.converted_service_request_id == sr.id
+
+
+def test_from_opportunity_idempotent(db):
+    opp = opp_service.create_opportunity(
+        db, OpportunityCreate(name="Negocio", operation_type="exportacion"), T, C
+    )
+    first = service.create_from_opportunity(db, opp.id, ServiceRequestFromOpportunityInput(), T, C)
+    second = service.create_from_opportunity(db, opp.id, ServiceRequestFromOpportunityInput(), T, C)
+    assert first.id == second.id  # no crea una segunda solicitud
+
+
+def test_from_opportunity_without_direction_fails(db):
+    opp = opp_service.create_opportunity(db, OpportunityCreate(name="Sin dirección"), T, C)
+    with pytest.raises(HTTPException) as exc:
+        service.create_from_opportunity(db, opp.id, ServiceRequestFromOpportunityInput(), T, C)
+    assert exc.value.status_code == 422

backend/tests/test_shipments.py

@@ -58,3 +58,47 @@ 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
+
+
+# ----- Cotización → Operación: dirección IMPO/EXPO + auto-hitos + folio OP -----
+
+def _accepted_quote(db, sr=None):
+    kwargs = {"reference": "COT-Z"}
+    if sr is not None:
+        kwargs["service_request_id"] = sr.id
+    q = quotes_service.create_quote(db, QuoteCreate(**kwargs), T, C)
+    quotes_service.accept_quote(db, q.id, T, C)
+    return q
+
+
+def test_from_quote_explicit_operation_type_generates_milestones(db):
+    q = _accepted_quote(db)
+    shipment = service.create_shipment_from_quote(db, q.id, T, C, operation_type="importacion")
+    assert shipment.operation_type == "importacion"
+    assert shipment.reference.startswith("OP") and shipment.reference.endswith("-I")
+    events = service.get_shipment_events(db, T, C, shipment.id)
+    assert len(events) == 11  # hitos de importación (Diagrama 3)
+
+
+def test_from_quote_inherits_sr_operation_type(db):
+    sr = sr_service.create_service_request(db, ServiceRequestCreate(operation_type="exportacion"), T, C)
+    q = _accepted_quote(db, sr=sr)
+    shipment = service.create_shipment_from_quote(db, q.id, T, C)  # sin operation_type explícito
+    assert shipment.operation_type == "exportacion"
+    events = service.get_shipment_events(db, T, C, shipment.id)
+    assert len(events) == 19  # hitos de exportación (Diagrama 2)
+
+
+def test_from_quote_no_operation_type_no_milestones(db):
+    q = _accepted_quote(db)  # sin solicitud → sin dirección
+    shipment = service.create_shipment_from_quote(db, q.id, T, C)
+    assert shipment.operation_type is None
+    assert service.get_shipment_events(db, T, C, shipment.id) == []  # sin hitos, sin excepción
+    assert shipment.reference.endswith("-X")
+
+
+def test_from_quote_invalid_operation_type(db):
+    q = _accepted_quote(db)
+    with pytest.raises(HTTPException) as exc:
+        service.create_shipment_from_quote(db, q.id, T, C, operation_type="foo")
+    assert exc.value.status_code == 422

deploy/RUNBOOK-produccion.md

@@ -0,0 +1,162 @@
+# Runbook — Despliegue a PRODUCCIÓN · CRM Agente de Carga
+
+> **Quién ejecuta:** un operador con acceso al servidor de producción y a la base de
+> datos de prod. **Este runbook no lo ejecuta ningún agente automático.**
+> **Prerrequisito de proceso:** el PR de `feature/crm-workspace-altas-org-usuario`
+> debe estar **revisado y mergeado** a la rama que corresponda antes de desplegar.
+>
+> **Antes de empezar: respaldo.** Toma un backup de la base `crm_core` de prod
+> (`pg_dump`) y del `.env` actual. Sin respaldo verificado, no continúes.
+
+Este cambio es grande (auth/RBAC): login 100% vía Workspace/Hub, **sesión local
+(patrón SIWEB)**, gestión de compañías/usuarios/roles y provisión vía Hub. Léelo
+completo antes de tocar prod.
+
+---
+
+## 0. Alcance del cambio
+
+- **Auth:** el login deja de hablar directo con Keycloak; todo pasa por el Hub
+  (App Launcher → `/auth/sso?relay=<uuid>` → `POST {HUB_URL}/api/v1/auth/sso-exchange`).
+- **Sesión local:** cookie de sesión propia (HS256) + token KC guardado en **valkey**
+  por `crm_sid`. Requiere valkey arriba. Se controla con `SESSION_STORE_ENABLED`.
+- **RBAC/Compañías:** compañías en `a76.company` por tenant; roles por carril
+  (Ventas, Operaciones, Facturación, Consulta); permisos por módulo.
+
+**Migraciones de esquema:** este set **no** agrega tablas nuevas (usa `core.*`,
+`a76.company` y valkey). Aun así, **verifica migraciones pendientes** en prod antes
+de desplegar (paso 5). No corras migraciones a ciegas.
+
+---
+
+## 1. Prerrequisitos de infraestructura
+
+- [ ] DNS de prod (p. ej. `crm.aduanasoft.com`) apuntando al server de prod.
+- [ ] Docker + Docker Compose en el server.
+- [ ] Servicios del stack: `backend`, `frontend`, `postgres`, `valkey`, `minio`,
+      `celery_worker`, `celery_beat`.
+- [ ] **valkey** operativo (lo usan la sesión local y `hub_token`).
+- [ ] nginx + TLS (certbot) para servir app + API en el **mismo origen**.
+- [ ] Acceso al **Hub de producción** (no el de testing) y al client/realm correctos.
+
+---
+
+## 2. Variables de entorno (`.env` en el server de prod)
+
+Basado en `deploy/env.testing.example`, pero con **hosts, dominio y secretos de
+producción**. Nunca subas el `.env` con secretos al repo.
+
+```env
+# --- Seguridad ---
+ENVIRONMENT=production
+DEV_LOCAL_AUTH=false
+SECRET_KEY=<openssl rand -hex 32>
+
+# --- Sesión local (patrón SIWEB) ---
+SESSION_STORE_ENABLED=true
+SESSION_IDLE_MINUTES=30
+SESSION_MAX_HOURS=10
+VALKEY_URL=redis://valkey:6379/0
+
+# --- Workspace / Hub de PRODUCCIÓN (mismo Hub que genera el relay) ---
+WORKSPACE_URL=https://<hub-produccion>
+HUB_URL=https://<hub-produccion>
+INTERNAL_HUB_URL=https://<hub-produccion>
+VITE_HUB_URL=https://<hub-produccion>
+
+# --- Keycloak (single-realm / single-client) ---
+KEYCLOAK_URL=https://<keycloak-produccion>/kcauth
+VITE_KEYCLOAK_URL=https://<keycloak-produccion>/kcauth
+KEYCLOAK_REALM=master
+KEYCLOAK_CLIENT_ID=aduanasoft
+KEYCLOAK_CLIENT_SECRET=<secret del producto provisionado en prod>
+
+# --- Dominio del CRM (mismo origen app + API vía nginx) ---
+ORIGIN=https://<dominio-crm-produccion>
+APP_PUBLIC_URL=https://<dominio-crm-produccion>
+VITE_API_URL=https://<dominio-crm-produccion>/api/
+INTERNAL_API_URL=http://backend:8000/api/
+CORS_ORIGINS=https://<dominio-crm-produccion>
+
+# --- PostgreSQL ---
+CORE_DB_HOST=postgres
+CORE_DB_PORT=5432
+CORE_DB_NAME=crm_core
+CORE_DB_USER=<usuario>
+POSTGRES_APP_PASSWORD=<password fuerte>
+
+# --- MinIO / S3 ---
+S3_ENDPOINT_URL=http://minio:9000
+S3_ACCESS_KEY=<access>
+S3_SECRET_KEY=<secret>
+S3_BUCKET=crm
+S3_REGION=us-east-1
+S3_USE_SSL=false
+```
+
+> **Importante:** `ENVIRONMENT=production` hace que el bootstrap de permisos solo dé
+> `super_admin` al **primer** usuario (no a todos). Es el comportamiento deseado en prod.
+
+---
+
+## 3. Build del frontend — **en CI, no en el server**
+
+La VM de prod no debe compilar el frontend (el build satura RAM). Compila la imagen
+en **Jenkins/CI** y publícala al registry, o compílala en una máquina de build:
+
+```bash
+docker compose -f docker-compose.yml -f docker-compose.prod.yml build frontend
+# push al registry interno si aplica
+```
+
+El backend usa la imagen/código directamente (uvicorn sin --reload).
+
+---
+
+## 4. Despliegue
+
+```bash
+# En el server de prod, en el directorio del proyecto:
+docker compose -f docker-compose.yml -f docker-compose.prod.yml pull        # si usas registry
+docker compose -f docker-compose.yml -f docker-compose.prod.yml up -d
+docker compose ps            # verifica que todos queden healthy
+```
+
+---
+
+## 5. Post-despliegue (datos) — **operador humano, con respaldo hecho**
+
+1. **Verificar migraciones pendientes** (si el proyecto usa Alembic u otro):
+   revisar y aplicar **solo** las que correspondan, con backup previo.
+2. **Seed base** (compañía por tenant + carriles), equivalente a `seed_crm.py`
+   (`ensure_company` + roles Ventas/Operaciones/Facturación/Consulta).
+3. **Sync de permisos** (registra el catálogo por módulo):
+
+```bash
+docker compose exec backend python -c "from api.v1.modules.core.permissions.service import PermissionService; from core.database import CoreSessionLocal; PermissionService(CoreSessionLocal()).sync_permissions()"
+```
+
+---
+
+## 6. Verificación / smoke test
+
+```bash
+curl -fsS https://<dominio-crm-produccion>/api/health && echo OK
+```
+
+- [ ] Login vía **App Launcher del Workspace** entra sin bucle.
+- [ ] El dashboard carga compañías del tenant (switcher con el tenant correcto).
+- [ ] **Usuarios**: lista carga tras refrescar; alta por invitación crea enlace.
+- [ ] **Roles y permisos**: catálogo por módulo carga; marcar un permiso lo guarda
+      (toast) y persiste al refrescar.
+- [ ] Licencia válida (sin bucle 401 / "sesión expirada").
+
+---
+
+## 7. Rollback
+
+1. `docker compose ... up -d` con la **imagen/tag anterior** del frontend/backend.
+2. Restaurar `.env` anterior si se cambió.
+3. Restaurar el backup de `crm_core` **solo** si hubo cambios de datos irreversibles.
+4. `SESSION_STORE_ENABLED=false` revierte al comportamiento previo de sesión sin
+   redeploy de código (feature-flag), como mitigación rápida.

deploy/docker-compose.testing.yml

@@ -5,11 +5,26 @@
 #   docker compose -f docker-compose.yml -f deploy/docker-compose.testing.yml up -d --build
 services:
   backend:
+    # DNS por-contenedor: el resolver del host no es alcanzable desde los contenedores;
+    # el backend debe resolver workspace.aduanasoft.com (Hub) en runtime.
+    dns:
+      - "8.8.8.8"
+      - "1.1.1.1"
     ports: !override
       - "127.0.0.1:8000:8000"
+    # Sesión local del CRM (patrón SIWEB). El backend toma su config de esta lista
+    # (no lee el .env dentro del contenedor), así que los flags van aquí. Valores
+    # desde el .env por sustitución. SESSION_STORE_ENABLED=false revierte al comportamiento previo.
+    environment:
+      - SESSION_STORE_ENABLED=${SESSION_STORE_ENABLED:-true}
+      - SESSION_IDLE_MINUTES=${SESSION_IDLE_MINUTES:-30}
+      - SESSION_MAX_HOURS=${SESSION_MAX_HOURS:-10}
     command: ["uvicorn", "main:app", "--host", "0.0.0.0", "--port", "8000", "--log-level", "info"]
 
   frontend:
+    dns:
+      - "8.8.8.8"
+      - "1.1.1.1"
     build:
       context: ./frontend
       dockerfile: Dockerfile.prod
@@ -21,8 +36,11 @@ services:
         VITE_KEYCLOAK_CLIENT_ID: ${KEYCLOAK_CLIENT_ID:-aduanasoft}
     environment:
       - NODE_ENV=production
+      # El callback OIDC (/auth/callback) intercambia el código por tokens con el
+      # secret del client confidencial 'aduanasoft'. El compose base no lo pasa al frontend.
+      - KEYCLOAK_CLIENT_SECRET=${KEYCLOAK_CLIENT_SECRET:-}
     volumes: !override []
-    command: !override ["pnpm", "start"]
+    command: !override ["node", "build/index.js"]
     ports: !override
       - "127.0.0.1:5173:5173"
 
@@ -31,3 +49,10 @@ services:
 
   minio:
     ports: !override []
+
+# En el server no existe el Hub local: app-hub deja de ser red externa y se crea local.
+# El CRM alcanza el Hub por su URL pública (workspace.aduanasoft.com), no por esta red.
+networks:
+  app-hub:
+    external: false
+    driver: bridge

deploy/nginx/testing.crm.aduanasoft.com.conf

@@ -29,9 +29,8 @@ server {
 
 # ---- HTTPS ----
 server {
-    listen 443 ssl;
-    listen [::]:443 ssl;
-    http2 on;
+    listen 443 ssl http2;
+    listen [::]:443 ssl http2;
     server_name testing.crm.aduanasoft.com;
 
     ssl_certificate     /etc/letsencrypt/live/testing.crm.aduanasoft.com/fullchain.pem;
@@ -50,6 +49,13 @@ server {
     # Subida de documentos (máx. 25 MB en la app) + margen
     client_max_body_size 30m;
 
+    # Buffers grandes para headers de respuesta: /auth/sso setea el JWT (fragmentado
+    # si supera ~4KB) + refresh/id_token/tenant como cookies → el header excede el
+    # buffer default de nginx (evita "upstream sent too big header" → 502).
+    proxy_buffer_size 32k;
+    proxy_buffers 16 32k;
+    proxy_busy_buffers_size 64k;
+
     gzip on;
     gzip_types text/plain text/css application/javascript application/json image/svg+xml;
     gzip_min_length 1024;

frontend/Dockerfile.prod

@@ -38,6 +38,9 @@ ENV INTERNAL_API_URL=${INTERNAL_API_URL}
 # Copiar el resto del código
 COPY . .
 
+# Subir el límite de heap de Node para el build (VM chico → evita OOM en vite build)
+ENV NODE_OPTIONS="--max-old-space-size=3072"
+
 # Construir el proyecto
 RUN pnpm run build
 
@@ -49,10 +52,8 @@ FROM node:22-alpine AS runtime
 
 WORKDIR /app
 
-RUN apk add --no-cache wget
-
-RUN npm config set strict-ssl false && \
-    npm install -g pnpm
+# Runtime SIN dependencias de red (redes restringidas): busybox ya trae wget y
+# se arranca con node directo (sin pnpm), así el runtime no toca apk/npm.
 
 # Crear usuario no-root para seguridad antes de copiar con --chown
 RUN addgroup -g 1001 -S nodejs
@@ -85,5 +86,5 @@ ENV INTERNAL_API_URL=http://backend:8000/api/
 
 ENTRYPOINT ["/entrypoint.sh"]
 
-# Ejecutar aplicación con Node.js
-CMD ["pnpm", "start"]
+# Ejecutar aplicación con Node.js (adapter-node, sin pnpm)
+CMD ["node", "build/index.js"]

frontend/src/app.css

@@ -143,6 +143,14 @@
 		filter: invert(1) brightness(1.15);
 		opacity: 0.9;
 	}
+
+	/* Las opciones de los <select> (catálogos) deben ser legibles en modo oscuro:
+	   el control es transparente y el popup nativo hereda colores del sistema. */
+	select option,
+	select optgroup {
+		background-color: var(--color-popover);
+		color: var(--color-popover-foreground);
+	}
 }
 
 @layer components {

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

@@ -0,0 +1,50 @@
+/**
+ * Cliente API — Expedientes (referencia única de trazabilidad del trámite).
+ */
+import { api } from '$lib/api';
+
+export interface Case {
+	id: number;
+	reference: string | null;
+	account_id: number | null;
+	title: string | null;
+	stage: string;
+	status: string;
+	tenant_id: number;
+	company_id: number;
+	created_at: string;
+	updated_at: string;
+}
+
+export interface CaseTimelineEvent {
+	kind: string; // oportunidad | solicitud | cotizacion | operacion | factura
+	id: number;
+	reference: string | null;
+	status: string | null;
+	created_at: string;
+	url: string;
+}
+
+export interface CaseWithTimeline extends Case {
+	timeline: CaseTimelineEvent[];
+}
+
+function qp(companyId: number, extra?: Record<string, string | number | undefined>) {
+	const qs = new URLSearchParams({ company_id: String(companyId) });
+	for (const [k, v] of Object.entries(extra ?? {})) if (v !== undefined && v !== '') qs.set(k, String(v));
+	return qs.toString();
+}
+async function unwrap<T>(p: Promise<{ data?: T; error?: string }>): Promise<T> {
+	const res = await p;
+	if (res.error) throw new Error(res.error);
+	return res.data as T;
+}
+
+export const casesAPI = {
+	list: (companyId: number, params?: { search?: string; account_id?: number; stage?: string }) =>
+		unwrap<Case[]>(api.get(`/v1/crm/cases?${qp(companyId, params)}`)),
+	get: (id: number, companyId: number) =>
+		unwrap<CaseWithTimeline>(api.get(`/v1/crm/cases/${id}?${qp(companyId)}`)),
+	byRef: (reference: string, companyId: number) =>
+		unwrap<CaseWithTimeline>(api.get(`/v1/crm/cases/by-ref/${encodeURIComponent(reference)}?${qp(companyId)}`))
+};

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

@@ -0,0 +1,64 @@
+/**
+ * Cliente API — Catálogos de referencia del CRM (SAT/ISO + del cliente).
+ * T2026-07-081/082.
+ */
+import { api, type ApiResponse } from '$lib/api';
+
+export interface CatalogItem {
+	id: number;
+	catalog: string;
+	code: string;
+	label: string;
+	parent_catalog?: string | null;
+	parent_code?: string | null;
+	tenant_id: number | null;
+	sort_order: number;
+	is_active: boolean;
+	is_system: boolean;
+	extra?: Record<string, unknown> | null;
+}
+
+export interface CatalogMeta {
+	catalog: string;
+	label: string;
+	scope: 'global' | 'tenant';
+	is_system: boolean;
+	count: number;
+}
+
+export interface CatalogItemInput {
+	code: string;
+	label: string;
+	parent_catalog?: string | null;
+	parent_code?: string | null;
+	sort_order?: number;
+	is_active?: boolean;
+}
+
+function qp(companyId: number, extra?: Record<string, string | number | boolean | undefined>) {
+	const qs = new URLSearchParams({ company_id: String(companyId) });
+	for (const [k, v] of Object.entries(extra ?? {})) if (v !== undefined && v !== '') qs.set(k, String(v));
+	return qs.toString();
+}
+async function unwrap<T>(p: Promise<{ data?: T; error?: string }>): Promise<T> {
+	const res = await p;
+	if (res.error) throw new Error(res.error);
+	return res.data as T;
+}
+
+export const referenceCatalogsAPI = {
+	/** Metadata de todos los catálogos (para la pantalla de administración). */
+	meta: (companyId: number) => unwrap<CatalogMeta[]>(api.get(`/v1/crm/catalogs?${qp(companyId)}`)),
+	/** Opciones activas de un catálogo (global + del tenant), con dependiente opcional. */
+	list: (catalog: string, companyId: number, parentCode?: string) =>
+		unwrap<CatalogItem[]>(api.get(`/v1/crm/catalogs/${catalog}?${qp(companyId, { parent_code: parentCode })}`)),
+	/** Todas las opciones incluyendo inactivas (administración). */
+	listAll: (catalog: string, companyId: number) =>
+		unwrap<CatalogItem[]>(api.get(`/v1/crm/catalogs/${catalog}?${qp(companyId, { include_inactive: true })}`)),
+	create: (catalog: string, companyId: number, data: CatalogItemInput, scope: 'tenant' | 'global' = 'tenant') =>
+		api.post(`/v1/crm/catalogs/${catalog}?${qp(companyId, { scope })}`, data) as Promise<ApiResponse<CatalogItem>>,
+	update: (catalog: string, id: number, companyId: number, data: Partial<CatalogItemInput>) =>
+		api.patch(`/v1/crm/catalogs/${catalog}/${id}?${qp(companyId)}`, data) as Promise<ApiResponse<CatalogItem>>,
+	remove: (catalog: string, id: number, companyId: number) =>
+		api.delete(`/v1/crm/catalogs/${catalog}/${id}?${qp(companyId)}`) as Promise<ApiResponse<void>>
+};

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

@@ -10,7 +10,9 @@ export type QuoteStatus = 'borrador' | 'enviada' | 'aceptada' | 'rechazada';
 export interface ServiceRequest {
 	id: number;
 	reference: string | null;
+	case_id: number | null;
 	account_id: number | null;
+	contact_id: number | null;
 	opportunity_id: number | null;
 	operation_type: string;
 	transport_mode: string | null;
@@ -18,15 +20,52 @@ export interface ServiceRequest {
 	incoterm: string | null;
 	origin: string | null;
 	destination: string | null;
+	origin_country: string | null;
+	origin_city: string | null;
+	origin_port: string | null;
+	destination_country: string | null;
+	destination_city: string | null;
+	destination_port: string | null;
+	pickup_location: string | null;
+	delivery_location: string | null;
 	cargo_type: string | null;
 	weight: number | null;
 	volume: number | null;
 	load_type: string | null;
 	container_equipment: string | null;
+	container_count: number | null;
 	commodity: string | null;
 	required_date: string | null;
+	request_date: string | null;
+	estimated_shipment_date: string | null;
+	currency: string | null;
+	priority: string | null;
+	cargo_value: number | null;
+	insurance_required: boolean;
+	hs_code: string | null;
+	goods_origin_country: string | null;
+	hazardous_imo: boolean;
+	refrigerated: boolean;
+	stackable: boolean;
+	pieces_count: number | null;
+	boxes_count: number | null;
+	pallets_count: number | null;
+	net_weight: number | null;
+	length_cm: number | null;
+	width_cm: number | null;
+	height_cm: number | null;
+	measurement_unit: string | null;
+	packaging_type: string | null;
+	oversized: boolean;
+	weight_per_pallet: number | null;
+	volume_per_pallet: number | null;
+	additional_services: string[] | null;
+	additional_service_costs: Record<string, number> | null;
+	payment_method: string | null;
 	destination_agent_id: number | null;
 	requirements: string | null;
+	client_notes: string | null;
+	internal_notes: string | null;
 	first_contact_at: string | null;
 	first_contact_notes: string | null;
 	status: ServiceRequestStatus;
@@ -68,8 +107,11 @@ export interface Quote {
 	id: number;
 	reference: string | null;
 	service_request_id: number | null;
+	service_request_reference: string | null;
+	case_id: number | null;
 	account_id: number | null;
 	currency: string;
+	load_type: string | null;
 	status: QuoteStatus;
 	issue_date: string | null;
 	valid_until: string | null;
@@ -133,7 +175,7 @@ export const serviceRequestsAPI = {
 		unwrap<ServiceRequest>(api.post(`/v1/crm/service-requests/${id}/contact?${qp(companyId)}`, { notes })),
 	requote: (id: number, companyId: number) =>
 		unwrap<ServiceRequest>(api.post(`/v1/crm/service-requests/${id}/requote?${qp(companyId)}`, {})),
-	fromOpportunity: (opportunityId: number, data: { operation_type: string; transport_mode?: string; service_type?: string; incoterm?: string; origin?: string; destination?: string; notes?: string | null }, companyId: number) =>
+	fromOpportunity: (opportunityId: number, data: { operation_type?: string; transport_mode?: string; service_type?: string; incoterm?: string; origin?: string; destination?: string; notes?: string | null }, companyId: number) =>
 		unwrap<ServiceRequest>(api.post(`/v1/crm/service-requests/from-opportunity?${qp(companyId, { opportunity_id: opportunityId })}`, data)),
 	remove: (id: number, companyId: number) => unwrap(api.delete(`/v1/crm/service-requests/${id}?${qp(companyId)}`))
 };
@@ -156,8 +198,35 @@ export const quotesAPI = {
 	accept: (id: number, companyId: number) => unwrap<Quote>(api.patch(`/v1/crm/quotes/${id}/accept?${qp(companyId)}`, {})),
 	reject: (id: number, companyId: number) => unwrap<Quote>(api.patch(`/v1/crm/quotes/${id}/reject?${qp(companyId)}`, {})),
 	clone: (id: number, companyId: number) => unwrap<Quote>(api.post(`/v1/crm/quotes/${id}/clone?${qp(companyId)}`, {})),
+	fromServiceRequest: (serviceRequestId: number, companyId: number) =>
+		unwrap<Quote[]>(api.post(`/v1/crm/quotes/from-service-request?${qp(companyId, { service_request_id: serviceRequestId })}`, {})),
 	remove: (id: number, companyId: number) => unwrap(api.delete(`/v1/crm/quotes/${id}?${qp(companyId)}`)),
-	items: (quoteId: number, companyId: number) => unwrap<QuoteItem[]>(api.get(`/v1/crm/quotes/${quoteId}/items?${qp(companyId)}`))
+	items: (quoteId: number, companyId: number) => unwrap<QuoteItem[]>(api.get(`/v1/crm/quotes/${quoteId}/items?${qp(companyId)}`)),
+	pdfBlob: (id: number, companyId: number) => (api as any).getBlob(`/v1/crm/quotes/${id}/pdf?${qp(companyId)}`) as Promise<Blob>,
+	sendEmail: (id: number, companyId: number, body: { to?: string | null; subject?: string | null; message?: string | null }) =>
+		unwrap<{ sent_to: string; reference: string }>(api.post(`/v1/crm/quotes/${id}/send-email?${qp(companyId)}`, body))
+};
+
+// ---------- Configuración de marca del formato de cotización ----------
+export interface QuoteSettings {
+	id?: number | null;
+	emitter_name?: string | null; emitter_rfc?: string | null; emitter_address?: string | null;
+	emitter_phone?: string | null; emitter_email?: string | null; emitter_website?: string | null;
+	logo_file_key?: string | null; accent_color?: string | null; quote_prefix?: string | null;
+	default_terms?: string | null; footer_note?: string | null;
+}
+
+export const quoteSettingsAPI = {
+	get: (companyId: number) => unwrap<QuoteSettings>(api.get(`/v1/crm/quote-settings?${qp(companyId)}`)),
+	save: (companyId: number, data: QuoteSettings) => unwrap<QuoteSettings>(api.put(`/v1/crm/quote-settings?${qp(companyId)}`, data)),
+	logoUrl: (companyId: number) => unwrap<{ url: string | null }>(api.get(`/v1/crm/quote-settings/logo-url?${qp(companyId)}`)),
+	async uploadLogo(companyId: number, file: File): Promise<QuoteSettings> {
+		const fd = new FormData();
+		fd.append('file', file);
+		const res = await (api as any).request(`/v1/crm/quote-settings/logo?${qp(companyId)}`, { method: 'POST', body: fd });
+		if (res.error) throw new Error(res.error);
+		return res.data as QuoteSettings;
+	}
 };
 
 // ---------- Catálogos de referencia (Incoterms, participantes) ----------

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

@@ -7,11 +7,12 @@ import type { Contact, ContactInput } from './types';
 export const contactsAPI = {
 	async list(
 		companyId: number,
-		params?: { search?: string; account_id?: number }
+		params?: { search?: string; account_id?: number; supplier_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));
+		if (params?.supplier_id) qs.set('supplier_id', String(params.supplier_id));
 		const res = await api.get<Contact[]>(`/v1/crm/contacts?${qs}`);
 		if (res.error) throw new Error(res.error);
 		return res.data!;

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

@@ -13,3 +13,4 @@ export { opportunitiesAPI } from './opportunities';
 export { activitiesAPI } from './activities';
 export { metricsAPI } from './metrics';
 export * from './commercial';
+export * from './cases';

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

@@ -0,0 +1,112 @@
+/**
+ * Cliente API — Módulo Tarifario (tarifarios, rutas, import Excel, costeo).
+ */
+import { api } from '$lib/api';
+
+export type RateMode = 'aereo' | 'maritimo_fcl' | 'maritimo_lcl' | 'terrestre';
+
+export interface RateBreak { from_qty: number; rate: number; }
+export interface RateLane {
+	id: number; rate_sheet_id: number;
+	origin: string | null; destination: string | null; region: string | null;
+	equipment_type: string | null; rate_unit: string | null;
+	min_charge: number | null; flat_rate: number | null; transit_days: number | null; notes: string | null;
+	breaks: RateBreak[];
+}
+export interface RateSheet {
+	id: number; supplier_id: number | null; mode: RateMode; name: string;
+	currency: string | null; valid_from: string | null; valid_to: string | null;
+	default_origin: string | null; status: string; notes: string | null;
+	source_file: string | null; created_by: string | null; updated_by: string | null;
+	created_at: string; updated_at: string; lane_count: number | null;
+}
+export type RateSheetInput = Partial<Omit<RateSheet, 'id' | 'created_at' | 'updated_at' | 'lane_count' | 'source_file' | 'created_by' | 'updated_by'>> & {
+	mode: RateMode; name: string;
+};
+
+export interface RateCharge {
+	id: number; rate_sheet_id: number | null; rate_lane_id: number | null;
+	concept: string; charge_type: string; value: number | null; condition: string | null;
+}
+export interface RateChargeInput { concept: string; charge_type: string; value?: number | null; condition?: string | null; rate_lane_id?: number | null; }
+
+export interface ImportPreviewRow { row: number; data: Record<string, unknown>; ok: boolean; warnings: string[]; errors: string[]; }
+export interface ImportPreview { mode: RateMode; total: number; valid: number; rows: ImportPreviewRow[]; columns: string[]; }
+
+export interface CostRequest {
+	mode: RateMode; origin?: string | null; destination?: string | null; on_date?: string | null;
+	gross_weight_kg?: number | null; volume_m3?: number | null;
+	length_cm?: number | null; width_cm?: number | null; height_cm?: number | null;
+	equipment_type?: string | null; quantity?: number; dangerous?: boolean;
+}
+export interface CostChargeLine { concept: string; amount: number; }
+export interface CostOption {
+	rate_sheet_id: number; rate_sheet_name: string; supplier_id: number | null; currency: string | null;
+	chargeable: number | null; base_cost: number; charges: CostChargeLine[]; total_cost: number;
+	transit_days: number | null; detail: string | null;
+}
+export interface CostResult { request: CostRequest; options: CostOption[]; }
+
+function qp(companyId: number, extra?: Record<string, string | number | undefined>) {
+	const qs = new URLSearchParams({ company_id: String(companyId) });
+	for (const [k, v] of Object.entries(extra ?? {})) if (v !== undefined && v !== '') qs.set(k, String(v));
+	return qs.toString();
+}
+async function unwrap<T>(p: Promise<{ data?: T; error?: string }>): Promise<T> {
+	const res = await p;
+	if (res.error) throw new Error(res.error);
+	return res.data as T;
+}
+
+export const rateSheetsAPI = {
+	list: (companyId: number, params?: { mode?: string; supplier_id?: number }) =>
+		unwrap<RateSheet[]>(api.get(`/v1/crm/rate-sheets?${qp(companyId, params)}`)),
+	get: (id: number, companyId: number) => unwrap<RateSheet>(api.get(`/v1/crm/rate-sheets/${id}?${qp(companyId)}`)),
+	create: (data: RateSheetInput, companyId: number) => unwrap<RateSheet>(api.post(`/v1/crm/rate-sheets?${qp(companyId)}`, data)),
+	update: (id: number, data: Partial<RateSheetInput>, companyId: number) => unwrap<RateSheet>(api.patch(`/v1/crm/rate-sheets/${id}?${qp(companyId)}`, data)),
+	remove: (id: number, companyId: number) => unwrap(api.delete(`/v1/crm/rate-sheets/${id}?${qp(companyId)}`)),
+	lanes: (id: number, companyId: number) => unwrap<RateLane[]>(api.get(`/v1/crm/rate-sheets/${id}/lanes?${qp(companyId)}`)),
+	addLane: (id: number, data: Partial<RateLane>, companyId: number) => unwrap<RateLane>(api.post(`/v1/crm/rate-sheets/${id}/lanes?${qp(companyId)}`, data)),
+	removeLane: (id: number, laneId: number, companyId: number) => unwrap(api.delete(`/v1/crm/rate-sheets/${id}/lanes/${laneId}?${qp(companyId)}`)),
+	charges: (id: number, companyId: number) => unwrap<RateCharge[]>(api.get(`/v1/crm/rate-sheets/${id}/charges?${qp(companyId)}`)),
+	addCharge: (id: number, data: RateChargeInput, companyId: number) => unwrap<RateCharge>(api.post(`/v1/crm/rate-sheets/${id}/charges?${qp(companyId)}`, data)),
+	removeCharge: (id: number, chargeId: number, companyId: number) => unwrap(api.delete(`/v1/crm/rate-sheets/${id}/charges/${chargeId}?${qp(companyId)}`)),
+
+	/** Descarga la plantilla Excel del modo. */
+	async downloadTemplate(mode: RateMode, companyId: number): Promise<void> {
+		const blob = await api.getBlob(`/v1/crm/rate-sheets/template?${qp(companyId, { mode })}`);
+		const url = URL.createObjectURL(blob);
+		const a = document.createElement('a');
+		a.href = url; a.download = `plantilla_tarifario_${mode}.xlsx`;
+		document.body.appendChild(a); a.click(); a.remove();
+		URL.revokeObjectURL(url);
+	},
+
+	async importPreview(mode: RateMode, file: File, companyId: number): Promise<ImportPreview> {
+		const fd = new FormData();
+		fd.append('mode', mode); fd.append('file', file);
+		const res = await (api as any).request(`/v1/crm/rate-sheets/import/preview?${qp(companyId)}`, { method: 'POST', body: fd });
+		if (res.error) throw new Error(res.error);
+		return res.data as ImportPreview;
+	},
+
+	async importSheet(companyId: number, header: { mode: RateMode; name: string; supplier_id?: number | null; currency?: string; valid_from?: string | null; valid_to?: string | null; default_origin?: string | null }, file: File): Promise<RateSheet> {
+		const fd = new FormData();
+		fd.append('mode', header.mode); fd.append('name', header.name);
+		if (header.supplier_id != null) fd.append('supplier_id', String(header.supplier_id));
+		if (header.currency) fd.append('currency', header.currency);
+		if (header.valid_from) fd.append('valid_from', header.valid_from);
+		if (header.valid_to) fd.append('valid_to', header.valid_to);
+		if (header.default_origin) fd.append('default_origin', header.default_origin);
+		fd.append('file', file);
+		const res = await (api as any).request(`/v1/crm/rate-sheets/import?${qp(companyId)}`, { method: 'POST', body: fd });
+		if (res.error) throw new Error(res.error);
+		return res.data as RateSheet;
+	},
+
+	quote: (req: CostRequest, companyId: number) => unwrap<CostResult>(api.post(`/v1/crm/rate-quote?${qp(companyId)}`, req)),
+
+	/** Orígenes/destinos que existen en los tarifarios activos (para alinear el cotizador con las rutas cotizables). */
+	locations: (companyId: number, mode: RateMode) =>
+		unwrap<{ origins: string[]; destinations: string[] }>(api.get(`/v1/crm/rate-locations?${qp(companyId, { mode })}`))
+};

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

@@ -20,14 +20,17 @@ export interface Account {
 	record_type: RecordType;
 	person_type: string | null;
 	industry: string | null;
+	industry_other: string | null;
 	account_type: string | null;
 	status: AccountStatus;
 	commercial_classification: string | null;
 	preferred_contact_method: string | null;
+	preferred_contact_other: string | null;
 	language: string | null;
 	email: string | null;
 	phone: string | null;
 	website: string | null;
+	commercial_observations: string | null;
 	tax_regime: string | null;
 	cfdi_use: string | null;
 	payment_method: string | null;
@@ -66,6 +69,7 @@ export interface Supplier {
 	person_type: string | null;
 	status: AccountStatus;
 	classifications: string[];
+	classification_other: string | null;
 	services_offered: string | null;
 	coverage: string | null;
 	countries: string[];
@@ -188,6 +192,7 @@ export interface Lead {
 	phone: string | null;
 	company_name: string | null;
 	source: string | null;
+	preferred_contact_method: string | null;
 	status: LeadStatus;
 	estimated_value: number | null;
 	owner_user_id: string | null;
@@ -258,10 +263,15 @@ export interface Opportunity {
 	status: OpportunityStatus;
 	expected_close_date: string | null;
 	closed_at: string | null;
+	won_date: string | null;
+	lost_date: string | null;
 	lost_reason: string | null;
 	source: string | null;
 	owner_user_id: string | null;
 	notes: string | null;
+	operation_type: string | null;
+	reference: string | null;
+	converted_service_request_id: number | null;
 	tenant_id: number;
 	company_id: number;
 	created_at: string;

frontend/src/lib/api/dashboard/admin/permissions.ts

@@ -57,7 +57,9 @@ export const permissionsAPI = {
 		if (params?.action) queryParams.set('action', params.action);
 		if (params?.search) queryParams.set('search', params.search);
 		const query = queryParams.toString();
-		const response = await api.get(`/v1/core/permissions/${query ? '?' + query : ''}`);
+		// Sin slash final: la ruta backend es @router.get("") = /v1/core/permissions.
+		// Con slash FastAPI responde 307 y el cliente server-side no lo sigue.
+		const response = await api.get(`/v1/core/permissions${query ? '?' + query : ''}`);
 		return response.data;
 	},
 
@@ -65,7 +67,7 @@ export const permissionsAPI = {
 	 * Obtener un permiso por ID
 	 */
 	async getById(id: number): Promise<Permission> {
-		const response = await api.get(`/v1/core/permissions/${id}/`);
+		const response = await api.get(`/v1/core/permissions/${id}`);
 		return response.data;
 	},
 
@@ -73,7 +75,7 @@ export const permissionsAPI = {
 	 * Crear un nuevo permiso
 	 */
 	async create(data: CreatePermissionData): Promise<Permission> {
-		const response = await api.post('/v1/core/permissions/', data);
+		const response = await api.post('/v1/core/permissions', data);
 		return response.data;
 	},
 
@@ -81,7 +83,7 @@ export const permissionsAPI = {
 	 * Actualizar un permiso
 	 */
 	async update(id: number, data: UpdatePermissionData): Promise<Permission> {
-		const response = await api.put(`/v1/core/permissions/${id}/`, data);
+		const response = await api.put(`/v1/core/permissions/${id}`, data);
 		return response.data;
 	},
 
@@ -89,14 +91,14 @@ export const permissionsAPI = {
 	 * Eliminar un permiso
 	 */
 	async delete(id: number): Promise<void> {
-		await api.delete(`/v1/core/permissions/${id}/`);
+		await api.delete(`/v1/core/permissions/${id}`);
 	},
 
 	/**
 	 * Obtener módulos únicos
 	 */
 	async getModules(): Promise<string[]> {
-		const response = await api.get('/v1/core/permissions/modules/');
+		const response = await api.get('/v1/core/permissions/modules');
 		return response.data;
 	},
 
@@ -104,7 +106,7 @@ export const permissionsAPI = {
 	 * Obtener acciones únicas
 	 */
 	async getActions(): Promise<string[]> {
-		const response = await api.get('/v1/core/permissions/actions/');
+		const response = await api.get('/v1/core/permissions/actions');
 		return response.data;
 	}
 };

frontend/src/lib/api/dashboard/admin/role-permissions.ts

@@ -48,7 +48,11 @@ export const rolePermissionsAPI = {
 		companyId: number,
 		data: AssignPermissionData
 	): Promise<RolePermission> {
-		const response = await api.post(`/v1/core/permissions/roles/${roleId}/permissions?company_id=${companyId}`, data);
+		// El backend recibe permission_id como query param (no en el body).
+		const response = await api.post(
+			`/v1/core/permissions/roles/${roleId}/permissions?permission_id=${data.permission_id}&company_id=${companyId}`,
+			{}
+		);
 		return response.data;
 	},
 

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

@@ -106,8 +106,8 @@ export const shipmentsAPI = {
 		unwrap<Shipment[]>(api.get(`/v1/ops/shipments?${qp(companyId, params)}`)),
 	get: (id: number, companyId: number) => unwrap<Shipment>(api.get(`/v1/ops/shipments/${id}?${qp(companyId)}`)),
 	create: (data: ShipmentInput, companyId: number) => unwrap<Shipment>(api.post(`/v1/ops/shipments?${qp(companyId)}`, data)),
-	createFromQuote: (quoteId: number, companyId: number) =>
-		unwrap<Shipment>(api.post(`/v1/ops/shipments/from-quote?${qp(companyId, { quote_id: quoteId })}`, {})),
+	createFromQuote: (quoteId: number, companyId: number, operationType?: string) =>
+		unwrap<Shipment>(api.post(`/v1/ops/shipments/from-quote?${qp(companyId, { quote_id: quoteId, operation_type: operationType })}`, {})),
 	update: (id: number, data: Partial<ShipmentInput>, companyId: number) => unwrap<Shipment>(api.patch(`/v1/ops/shipments/${id}?${qp(companyId)}`, data)),
 	reschedule: (id: number, data: { etd?: string | null; cutoff_date?: string | null; reason?: string | null }, companyId: number) =>
 		unwrap<Shipment>(api.post(`/v1/ops/shipments/${id}/reschedule?${qp(companyId)}`, data)),

frontend/src/lib/api/uploads.ts

@@ -31,3 +31,10 @@ export async function uploadUrl(fileKey: string, companyId: number): Promise<str
 	if (res.error) throw new Error(res.error);
 	return res.data!.url;
 }
+
+/** Descarga el archivo por el backend (sin exponer MinIO) y devuelve un blob. */
+export async function downloadBlob(fileKey: string, companyId: number): Promise<Blob> {
+	return (api as any).getBlob(
+		`/v1/crm/uploads/download?key=${encodeURIComponent(fileKey)}&company_id=${companyId}`
+	) as Promise<Blob>;
+}

frontend/src/lib/auth.ts

@@ -407,10 +407,12 @@ export const initAuth = async (): Promise<boolean> => {
 			return true;
 		}
 
-		// Sin token local, intentar Keycloak JS (flujo SSO)
-		const authenticated = await initKeycloak();
+		// Sin token local: no hay sesión en el cliente. El login entra SIEMPRE por
+		// el App Launcher del Workspace (relay → /auth/sso → Hub /sso-exchange);
+		// el CRM NO inicializa Keycloak en el browser. Si no hay token, el layout
+		// del servidor reenvía al Workspace.
 		authStore.setLoading(false);
-		return authenticated;
+		return false;
 	} catch (err) {
 		console.error('[auth] Error en initAuth:', err);
 		authStore.setLoading(false);

frontend/src/lib/components/crm/AccountFields.svelte

@@ -1,15 +1,23 @@
 <script lang="ts">
+	import { onMount } from 'svelte';
 	import type { AccountInput } from '$lib/api/crm';
-	import {
-		ACCOUNT_TYPES, ACCOUNT_STATUS, RECORD_TYPES, PERSON_TYPES,
-		COMMERCIAL_CLASSIFICATION, CONTACT_METHODS
-	} from '$lib/components/crm/format';
+	import { ACCOUNT_TYPES } from '$lib/components/crm/format';
+	import { crmCatalogs } from '$lib/stores/crm-catalogs.svelte';
 
 	// `form` es un objeto reactivo del padre; se mutan sus propiedades vía bind:value.
 	let { form = $bindable(), tab }: { form: AccountInput; tab: string } = $props();
 
 	const inputCls =
 		'rounded-md border bg-transparent px-3 py-2 text-sm outline-none focus-visible:ring-2 focus-visible:ring-ring';
+
+	// Catálogos que usa este formulario (se precargan; los selects se llenan solos).
+	onMount(() => {
+		void crmCatalogs.preload([
+			'tipo_registro', 'tipo_persona', 'estatus', 'giro', 'clasificacion_cliente',
+			'medio_contacto', 'idioma', 'regimen_fiscal', 'uso_cfdi', 'metodo_pago',
+			'forma_pago', 'moneda'
+		]);
+	});
 </script>
 
 {#if tab === 'generales'}
@@ -18,28 +26,35 @@
 		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Nombre comercial</span><input class={inputCls} bind:value={form.trade_name} /></label>
 		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">RFC</span><input class="font-mono {inputCls}" maxlength="13" bind:value={form.rfc} /></label>
 		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">CURP</span><input class="font-mono {inputCls}" maxlength="18" bind:value={form.curp} /></label>
-		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Tipo de registro</span><select class={inputCls} bind:value={form.record_type}>{#each RECORD_TYPES as r (r.value)}<option value={r.value}>{r.label}</option>{/each}</select></label>
-		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Tipo de persona</span><select class={inputCls} bind:value={form.person_type}><option value={undefined}>—</option>{#each PERSON_TYPES as p (p.value)}<option value={p.value}>{p.label}</option>{/each}</select></label>
-		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Giro / Industria</span><input class={inputCls} bind:value={form.industry} /></label>
+		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Tipo de registro</span><select class={inputCls} bind:value={form.record_type}>{#each crmCatalogs.options('tipo_registro') as r (r.value)}<option value={r.value}>{r.label}</option>{/each}</select></label>
+		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Tipo de persona</span><select class={inputCls} bind:value={form.person_type}><option value={undefined}>—</option>{#each crmCatalogs.options('tipo_persona') as p (p.value)}<option value={p.value}>{p.label}</option>{/each}</select></label>
+		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Giro / Industria</span><select class={inputCls} bind:value={form.industry}><option value={undefined}>—</option>{#each crmCatalogs.options('giro') as g (g.value)}<option value={g.value}>{g.label}</option>{/each}</select></label>
+		{#if form.industry === 'otro'}
+			<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Especifica el giro</span><input class={inputCls} bind:value={form.industry_other} placeholder="Indica cuál" /></label>
+		{/if}
 		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Tipo operativo</span><select class={inputCls} bind:value={form.account_type}><option value={undefined}>—</option>{#each ACCOUNT_TYPES as t (t.value)}<option value={t.value}>{t.label}</option>{/each}</select></label>
-		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Estatus</span><select class={inputCls} bind:value={form.status}>{#each ACCOUNT_STATUS as s (s.value)}<option value={s.value}>{s.label}</option>{/each}</select></label>
+		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Estatus</span><select class={inputCls} bind:value={form.status}>{#each crmCatalogs.options('estatus') as s (s.value)}<option value={s.value}>{s.label}</option>{/each}</select></label>
 	</div>
 {:else if tab === 'comercial'}
 	<div class="grid gap-4 sm:grid-cols-2">
-		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Clasificación</span><select class={inputCls} bind:value={form.commercial_classification}><option value={undefined}>—</option>{#each COMMERCIAL_CLASSIFICATION as c (c.value)}<option value={c.value}>{c.label}</option>{/each}</select></label>
-		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Medio de contacto preferido</span><select class={inputCls} bind:value={form.preferred_contact_method}><option value={undefined}>—</option>{#each CONTACT_METHODS as m (m.value)}<option value={m.value}>{m.label}</option>{/each}</select></label>
-		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Idioma</span><input class={inputCls} bind:value={form.language} /></label>
+		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Clasificación del cliente</span><select class={inputCls} bind:value={form.commercial_classification}><option value={undefined}>—</option>{#each crmCatalogs.options('clasificacion_cliente') as c (c.value)}<option value={c.value}>{c.label}</option>{/each}</select></label>
+		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Medio de contacto preferido</span><select class={inputCls} bind:value={form.preferred_contact_method}><option value={undefined}>—</option>{#each crmCatalogs.options('medio_contacto') as m (m.value)}<option value={m.value}>{m.label}</option>{/each}</select></label>
+		{#if form.preferred_contact_method === 'otro'}
+			<label class="flex flex-col gap-1 text-sm sm:col-span-2"><span class="font-medium">Especifica el medio de contacto</span><input class={inputCls} bind:value={form.preferred_contact_other} placeholder="Indica cuál" /></label>
+		{/if}
+		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Idioma</span><select class={inputCls} bind:value={form.language}><option value={undefined}>—</option>{#each crmCatalogs.options('idioma') as i (i.value)}<option value={i.value}>{i.label}</option>{/each}</select></label>
 		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Email</span><input type="email" class={inputCls} bind:value={form.email} /></label>
 		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Teléfono</span><input class={inputCls} bind:value={form.phone} /></label>
 		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Sitio web</span><input class={inputCls} bind:value={form.website} /></label>
+		<label class="flex flex-col gap-1 text-sm sm:col-span-2"><span class="font-medium">Observaciones generales</span><textarea rows="3" class={inputCls} bind:value={form.commercial_observations}></textarea></label>
 	</div>
 {:else if tab === 'fiscal'}
 	<div class="grid gap-4 sm:grid-cols-2">
-		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Régimen fiscal</span><input class={inputCls} bind:value={form.tax_regime} /></label>
-		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Uso de CFDI</span><input class={inputCls} bind:value={form.cfdi_use} /></label>
-		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Método de pago</span><input class={inputCls} bind:value={form.payment_method} /></label>
-		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Forma de pago</span><input class={inputCls} bind:value={form.payment_form} /></label>
-		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Moneda</span><input class={inputCls} maxlength="3" bind:value={form.currency} /></label>
+		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Régimen fiscal</span><select class={inputCls} bind:value={form.tax_regime}><option value={undefined}>—</option>{#each crmCatalogs.options('regimen_fiscal') as r (r.value)}<option value={r.value}>{r.label}</option>{/each}</select></label>
+		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Uso de CFDI</span><select class={inputCls} bind:value={form.cfdi_use}><option value={undefined}>—</option>{#each crmCatalogs.options('uso_cfdi') as u (u.value)}<option value={u.value}>{u.value} — {u.label}</option>{/each}</select></label>
+		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Método de pago</span><select class={inputCls} bind:value={form.payment_method}><option value={undefined}>—</option>{#each crmCatalogs.options('metodo_pago') as m (m.value)}<option value={m.value}>{m.value} — {m.label}</option>{/each}</select></label>
+		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Forma de pago</span><select class={inputCls} bind:value={form.payment_form}><option value={undefined}>—</option>{#each crmCatalogs.options('forma_pago') as f (f.value)}<option value={f.value}>{f.value} — {f.label}</option>{/each}</select></label>
+		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Moneda</span><select class={inputCls} bind:value={form.currency}><option value={undefined}>—</option>{#each crmCatalogs.options('moneda') as c (c.value)}<option value={c.value}>{c.value} — {c.label}</option>{/each}</select></label>
 		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Límite de crédito</span><input type="number" min="0" step="0.01" class={inputCls} bind:value={form.credit_limit} /></label>
 		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Días de crédito</span><input type="number" min="0" class={inputCls} bind:value={form.credit_days} /></label>
 		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Patente aduanal</span><input class={inputCls} maxlength="20" bind:value={form.patente_aduanal} /></label>
@@ -47,7 +62,7 @@
 	</div>
 {:else if tab === 'observaciones'}
 	<div class="grid gap-4 sm:grid-cols-2">
-		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Comentarios</span><textarea rows="4" class={inputCls} bind:value={form.notes}></textarea></label>
+		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Comentarios generales</span><textarea rows="4" class={inputCls} bind:value={form.notes}></textarea></label>
 		<label class="flex flex-col gap-1 text-sm"><span class="font-medium">Notas internas</span><textarea rows="4" class={inputCls} bind:value={form.internal_notes}></textarea></label>
 	</div>
 {/if}