1 Commits

Author SHA1 Message Date
59fb371f5d docs(crm): abre el changelog del repo y versiona el plan de T2026-08-046
El CRM no tenia CHANGELOG.md. Se crea con el formato del de EFC para que un ticket
que cruza los dos productos se lea igual de los dos lados, y se abre con la entrada
de T2026-08-046 (fases 5-7).

Va en un PR aparte del codigo a proposito: el changelog es el unico archivo
garantizado en colision entre tickets, y metido en cada PR de codigo convierte cada
merge en una resolucion de conflictos en vez de una revision.

La entrada dice tambien lo que NO esta: el lado de EFC del carril todavia no aterriza,
las variables de entorno de produccion quedaron sin tocar y el contrato entre repos
esta afirmado solo desde el CRM. Un changelog que afirma un entregable completo cuando
esta a medias es peor que ninguno.

Se versiona ademas el documento Prompt del ticket en docs/planes/, siguiendo la
convencion de EFC, para que las decisiones del codigo tengan su porque a la vista sin
depender de una carpeta de corrida. Un dato se sustituyo al versionar: un caso de
prueba traia un token con forma de llave de pedimento real y aqui va como dummy; el
caso prueba que esa FORMA se rechace, asi que el numero concreto no aportaba nada.

Refs: T2026-08-046
2026-08-10 07:50:41 -06:00
153 changed files with 2218 additions and 10439 deletions

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# Changelog — CRM Agentes de Carga
Historial de cambios por ticket (más reciente arriba). Cada entrada: fecha, ticket, tipo, repos
afectados, qué se hizo y por qué. El formato es el mismo que el de `EFC/backend/CHANGELOG.md`, para
que un ticket que cruza los dos productos se lea igual de los dos lados.
Este archivo lo abre la corrida SUNRISE del 2026-08-07: el repo no tenía changelog. Las entradas
llegan en un PR de documentación aparte, nunca dentro del PR de código — el `CHANGELOG.md` es el
único archivo garantizado en colisión entre tickets, y metido en cada PR convierte cada merge en una
resolución de conflictos.
---
## T2026-08-046 (feature, fases 5-7) — Expediente electrónico del CRM y entrega de documentos a EFC
- **Fecha:** 2026-08-07
- **En corto:** Cada solicitud de servicio nace ya con su expediente y su folio propio, que el usuario
ve en cuanto guarda. Los documentos de un embarque se adjuntan en un solo paso y viajan solos al
expediente electrónico; si ese sistema no responde, el documento **no se pierde**: se queda guardado
aquí, la pantalla lo muestra como pendiente de enviar, y se entrega solo cuando el otro lado vuelve.
Quien lo necesite puede abrirlo desde el CRM aunque el archivo ya viva del otro lado.
- **Tipo:** feature
- **Repos:** CRM (backend + frontend). **Las fases 1-4, del lado de EFC, son de otra corrida y todavía
no están** — ver «Lo que falta» al final de la entrada.
- **Branch:** `feature/T2026-08-046` · **PR:** (pendiente de abrir a mano)
- **Inicio:** 2026-08-07T17:40:46 · **Fin:** 2026-08-10T08:00 (la corrida estuvo tres días en pausa
entre medias; el detalle está en `SUNRISE/2026-08-07/Diario-2026-08-07.md`)
- **Con dos migraciones, generadas y SIN aplicar:** `e6f7a8b9c0d1_crm_expedientes.py` y
`f7a8b9c0d1e2` (el outbox del carril). `alembic heads` devuelve **una sola hoja** después de las
dos; el `down_revision` se verificó con `alembic heads`, no se supuso.
- **Contexto:** el CRM guardaba los documentos de sus embarques en su propio almacén y ahí se
quedaban. El expediente electrónico —donde de verdad se consultan— vive en EFC, así que había que
volver a subir cada documento a mano del otro lado, o no subirlo. Y el enlace entre un expediente
del CRM y un pedimento de EFC no podía colgarse de una columna nueva en la tabla de pedimentos: el
expediente del CRM nace **antes** de que exista pedimento alguno.
- **Qué se hizo:**
- **El expediente y su folio.** Una solicitud de servicio crea su expediente en la misma
transacción del alta: si algo falla, no queda ni la solicitud ni un folio quemado. El consecutivo
lo lleva un contador con bloqueo por `(cliente, empresa, mes)` que **reinicia cada mes**, en una
sola sentencia atómica —sin leer-modificar-escribir— para que dos altas simultáneas no puedan
sacar el mismo número. La restricción de unicidad del folio lo garantiza aunque el contador
fallara.
- **El carril de entrega hacia EFC.** Clon del carril que ya usa Anexo22, con sus tres capas de
reintento: el cliente HTTP reintenta lo transitorio y **corta en seco** ante un error del
llamador, la fila pendiente se reintenta con límite de intentos, y un barrido periódico recoge lo
que se quedó atrás. Cuatro capas de idempotencia impiden que un reintento duplique un documento
del otro lado. **La llamada a EFC nunca ocurre dentro de la petición del usuario**: se encola y se
despacha.
- **La subida de un paso y el proxy de descarga.** Adjuntar un documento guarda, registra y encola
en una sola operación, y responde **aunque EFC esté apagado**. Para abrirlo, el CRM hace de proxy
con streaming: el otro sistema nunca entrega una dirección de descarga reutilizable, y reescribir
una dirección ya firmada la invalida.
- **La pantalla.** La ficha del embarque muestra cada documento con su estado —«Pendiente de
enviar», «En expediente», «No se pudo enviar»— y un botón para reintentar el envío cuando algo
falló, sin que nadie tenga que entrar a la base.
- **Tres defectos preexistentes corregidos de paso**, todos en la subida de archivos y todos
autorizados por el ticket: un archivo se leía **entero en memoria** antes de comprobar si excedía el
tamaño máximo (un archivo de 2 GB se bufferizaba solo para rechazarlo); no había lista de
extensiones permitidas, a diferencia del avatar y del centro de ayuda, que sí la tienen; y firmar
una dirección de descarga solo comprobaba el prefijo de la empresa, lo que permitía alcanzar
**cualquier** objeto de esa empresa —facturas, certificados, importaciones— con el permiso más
básico del CRM.
- **Un defecto propio, encontrado y corregido antes de mergear:** el proxy de descarga comprobaba la
respuesta de EFC **demasiado tarde**, ya dentro del envío del archivo. Para entonces la respuesta
del CRM ya había salido como «correcta», así que un documento que EFC no encontraba llegaba al
usuario como un archivo vacío en vez de como un error. Ahora la comprobación ocurre antes de
empezar a responder. Lo destapó una prueba que el ticket pedía y que la fase original no dejó
escrita.
- **Verificación:** `pytest tests/ -q`**215 pasan, 1 se salta**, contra las 70 del punto de
partida; ningún rojo nuevo. En el frontend, la revisión de tipos y las pruebas unitarias quedan
**exactamente** en los mismos números rojos que ya tenían antes de este trabajo (38 y 2, ambos
heredados y ajenos al ticket). Cada verde se vio fallar primero: seis roturas deliberadas,
comprobando que la prueba se pusiera roja nombrando lo que faltaba, y restauradas.
- **Lo que falta, y hay que saberlo antes de mergear:**
- **El lado de EFC (fases 1-4) no está.** Sin él, el carril entrega a un endpoint que todavía no
existe: los documentos se guardan en el CRM y quedan «pendientes de enviar» hasta que aterrice.
Eso es degradar limpio, no romper — pero nadie debería mergear esto creyendo que el circuito está
cerrado de los dos lados.
- **Las variables de entorno de producción no se tocaron.** El worker y el proceso periódico de
producción no ven la dirección de EFC, así que allá el carril queda **apagado** hasta que alguien
las agregue a mano. Está en la lista de pasos manuales del reporte de la corrida.
- **El contrato entre los dos repos está afirmado solo de este lado.** El archivo que lo describe
vive en el CRM y la suite del CRM lo comprueba; EFC debe afirmar su mitad contra una copia
idéntica cuando lleguen sus fases.

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"""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)

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"""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)

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"""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)

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"""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).

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"""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")

View File

@@ -1,30 +0,0 @@
"""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)

View File

@@ -1,90 +0,0 @@
"""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)

View File

@@ -1,44 +0,0 @@
"""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,
)

View File

@@ -1,25 +0,0 @@
"""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)

View File

@@ -1,131 +0,0 @@
"""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)

View File

@@ -36,12 +36,6 @@ 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 = {
@@ -58,12 +52,6 @@ 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):

View File

@@ -24,12 +24,6 @@ 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()
@@ -408,16 +402,10 @@ 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.
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).
STUB: implementa con tu modelo de compañías.
En dev-local retorna una compañía ficticia para que el dashboard funcione.
"""
from core.config import settings
@@ -427,239 +415,8 @@ 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,
}]
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 []
# Implementa aquí la consulta real a tu tabla de compañías.
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}

View File

@@ -213,160 +213,55 @@ 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 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).
Refresca el access token usando el Hub
"""
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_token": kc_refresh},
json=refresh_data.model_dump()
)
kc_ok = response.status_code == 200
if kc_ok:
if response.status_code == 200:
data = response.json()
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
from core.workspace_profile_sync import sync_workspace_profile_for_user
from core.workspace_profile_client import WorkspaceProfileClient
# ── 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
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
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
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,
)
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,
)
return TokenResponseDTO(**data)
raise HTTPException(status_code=401, detail="Invalid or expired refresh token")
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")
except Exception as e:
logger.error(f"Token refresh error: {str(e)}")
raise HTTPException(status_code=500, detail="Token refresh error")
async def get_user_info(self, access_token: str) -> UserInfoResponseDTO:
"""

View File

@@ -37,33 +37,13 @@ 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=kc_token or credentials.credentials,
user_access_token=credentials.credentials,
)

View File

@@ -53,17 +53,12 @@ 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")
)
@@ -89,19 +84,12 @@ 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")
)

View File

@@ -13,18 +13,15 @@ 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)
@@ -39,7 +36,7 @@ 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("MEX", max_length=3)
country: str | None = Field("MX", max_length=2)
# Observaciones
notes: str | None = None
internal_notes: str | None = None
@@ -58,17 +55,14 @@ 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)
@@ -81,7 +75,7 @@ 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=3)
country: str | None = Field(None, max_length=2)
notes: str | None = None
internal_notes: str | None = None
owner_user_id: str | None = Field(None, max_length=64)

View File

@@ -31,7 +31,6 @@ 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
@@ -40,15 +39,12 @@ 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 | videoconferencia | whatsapp | otro
# Medio de contacto preferido: llamada | correo | videollamada | 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
@@ -66,7 +62,7 @@ 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(3), nullable=True, server_default=text("'MEX'"))
country: Mapped[str | None] = mapped_column(String(2), nullable=True, server_default=text("'MX'"))
# ----- Observaciones y auditoría -----
notes: Mapped[str | None] = mapped_column(Text, nullable=True) # comentarios generales

View File

@@ -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("MEX", max_length=3) # ISO 3166-1 alfa-3 (alineado a catálogo pais)
country: str | None = Field("MX", max_length=2)
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=3)
country: str | None = Field(None, max_length=2)
reference_notes: str | None = None
is_primary: bool | None = None

View File

@@ -29,8 +29,7 @@ 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 (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'"))
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'"))
reference_notes: Mapped[str | None] = mapped_column(Text, nullable=True) # referencias
is_primary: Mapped[bool] = mapped_column(Boolean, nullable=False, server_default=text("false"))

View File

@@ -1,31 +0,0 @@
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] = []

View File

@@ -1,28 +0,0 @@
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)

View File

@@ -1,51 +0,0 @@
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)

View File

@@ -1,109 +0,0 @@
"""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

View File

@@ -1,46 +0,0 @@
"""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

View File

@@ -1,54 +0,0 @@
"""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()
)

View File

@@ -1,10 +1,6 @@
"""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)."""
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 fastapi import APIRouter, Depends, Query
from sqlalchemy.orm import Session
from core.database import get_core_db
@@ -12,9 +8,7 @@ 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()
@@ -37,76 +31,6 @@ 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"),

View File

@@ -1,69 +0,0 @@
"""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()

View File

@@ -1,874 +0,0 @@
"""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)

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@@ -1,79 +0,0 @@
"""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()

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@@ -1,168 +0,0 @@
"""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()

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@@ -1,96 +0,0 @@
"""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)}"

View File

@@ -1,37 +0,0 @@
"""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))

View File

@@ -22,10 +22,6 @@ 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)

View File

@@ -11,7 +11,6 @@ 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)
@@ -25,7 +24,6 @@ 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)
@@ -52,7 +50,6 @@ 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

View File

@@ -19,8 +19,6 @@ 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)

View File

@@ -17,7 +17,6 @@ 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):
@@ -31,13 +30,10 @@ 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):
@@ -61,16 +57,10 @@ 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

View File

@@ -34,18 +34,7 @@ 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
)

View File

@@ -1,11 +1,9 @@
from datetime import date, datetime, timezone
from datetime import 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
@@ -48,20 +46,14 @@ 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:
@@ -157,15 +149,6 @@ 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)

View File

@@ -56,7 +56,6 @@ 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
@@ -73,7 +72,6 @@ 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
@@ -85,12 +83,9 @@ 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
@@ -105,30 +100,3 @@ 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

View File

@@ -15,7 +15,6 @@ 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
)
@@ -23,8 +22,6 @@ 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)
@@ -37,35 +34,10 @@ 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)."""

View File

@@ -1,376 +0,0 @@
"""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)

View File

@@ -1,250 +0,0 @@
"""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}

View File

@@ -1,76 +1,22 @@
from fastapi import APIRouter, Depends, File, Query, Response, UploadFile, status
from fastapi import APIRouter, Depends, Query, status
from sqlalchemy.orm import Session
from core.database import get_core_db
from core.security import get_current_user
from . import pdf_service, service
from . import 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")
@@ -110,24 +56,6 @@ 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,
@@ -170,39 +98,6 @@ 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,

View File

@@ -1,4 +1,4 @@
from datetime import date, datetime, timezone
from datetime import datetime, timezone
from decimal import Decimal
from fastapi import HTTPException, status
@@ -6,11 +6,7 @@ from sqlalchemy import func
from sqlalchemy.orm import Session
from ..accounts.models import Account
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 ..service_requests.models import ServiceRequest
from ..suppliers.models import Supplier
from .dto import QuoteCreate, QuoteItemCreate, QuoteItemUpdate, QuoteUpdate
from .models import Quote, QuoteItem
@@ -74,18 +70,7 @@ def get_quotes(
query = query.filter(Quote.account_id == account_id)
if search:
query = query.filter(Quote.reference.ilike(f"%{search}%"))
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
return query.order_by(Quote.created_at.desc()).all()
def get_quote(db: Session, quote_id: int, tenant_id: int, company_id: int) -> Quote:
@@ -104,142 +89,18 @@ 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:

View File

@@ -1,178 +0,0 @@
"""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]

View File

@@ -1,93 +0,0 @@
"""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)

View File

@@ -1,269 +0,0 @@
"""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)

View File

@@ -1,565 +0,0 @@
"""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

View File

@@ -13,7 +13,6 @@ 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
@@ -22,8 +21,6 @@ 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
@@ -44,9 +41,6 @@ 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)

View File

@@ -7,66 +7,22 @@ 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) # peso bruto
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) # FCL | LCL | AMBAS
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)
# 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)
@@ -82,12 +38,8 @@ class ServiceRequestContactInput(BaseModel):
class ServiceRequestFromOpportunityInput(BaseModel):
"""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
"""Datos para convertir una oportunidad del embudo en solicitud/RFQ (R-C-02)."""
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)
@@ -99,7 +51,6 @@ 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)
@@ -107,52 +58,15 @@ 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)
@@ -162,7 +76,6 @@ 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

View File

@@ -1,6 +1,6 @@
from datetime import date, datetime
from sqlalchemy import JSON, Boolean, Date, DateTime, ForeignKey, Integer, Numeric, String, Text, text
from sqlalchemy import Date, DateTime, ForeignKey, Integer, Numeric, String, Text, text
from sqlalchemy.orm import Mapped, mapped_column
from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
@@ -19,7 +19,6 @@ 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
)
@@ -58,57 +57,6 @@ 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)."""

View File

@@ -4,10 +4,7 @@ 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 (
@@ -40,8 +37,6 @@ 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):
@@ -108,15 +103,6 @@ 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)
@@ -180,24 +166,10 @@ 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=operation_type,
operation_type=payload.operation_type,
transport_mode=payload.transport_mode,
service_type=payload.service_type,
incoterm=payload.incoterm,
@@ -206,24 +178,12 @@ 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

View File

@@ -13,7 +13,6 @@ 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)
@@ -53,7 +52,6 @@ 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

View File

@@ -30,8 +30,6 @@ 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)

View File

@@ -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, Response, UploadFile, status
from fastapi import APIRouter, Depends, File, HTTPException, Query, UploadFile, status
from core.security import get_current_user
from core.storage_s3 import get_object_bytes, presigned_get_url, put_object_bytes
from core.storage_s3 import presigned_get_url, put_object_bytes
router = APIRouter()
@@ -61,29 +61,3 @@ 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}"'},
)

View File

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

View File

@@ -15,7 +15,6 @@ 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
)

View File

@@ -6,8 +6,6 @@ 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
@@ -97,15 +95,6 @@ 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)
@@ -292,7 +281,6 @@ 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,
@@ -306,7 +294,6 @@ 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()

View File

@@ -82,7 +82,6 @@ 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

View File

@@ -15,7 +15,6 @@ 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
)

View File

@@ -65,14 +65,11 @@ 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), operation_type=operation_type
)
return service.create_shipment_from_quote(db, quote_id, tenant_id, company_id, _user_id(current_user))
@router.post("/shipments/{shipment_id}/reschedule", response_model=ShipmentResponse)

View File

@@ -5,15 +5,10 @@ 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,
@@ -178,20 +173,9 @@ 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,
operation_type: str | None = None,
db: Session, quote_id: int, tenant_id: int, company_id: int, user_id: str | None = None
) -> Shipment:
"""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'",
)
"""Liberar a Operaciones: crea el embarque a partir de una cotización aceptada."""
quote = (
db.query(Quote)
.filter(
@@ -214,16 +198,12 @@ 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=next_folio(db, tenant_id, company_id, "OP", resolved),
case_id=quote.case_id,
reference=quote.reference,
quote_id=quote.id,
service_request_id=quote.service_request_id,
account_id=quote.account_id,
operation_type=resolved,
operation_type=sr.operation_type if sr else None,
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,
@@ -240,14 +220,6 @@ 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

View File

@@ -42,19 +42,6 @@ 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/"

View File

@@ -1,67 +0,0 @@
"""
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

View File

@@ -1,94 +0,0 @@
"""
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

View File

@@ -3,7 +3,6 @@ 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
@@ -13,11 +12,6 @@ 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:
@@ -151,18 +145,6 @@ 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.
@@ -325,136 +307,6 @@ 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):
"""

View File

@@ -47,19 +47,6 @@ 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:
@@ -666,20 +653,6 @@ 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

View File

@@ -1,111 +0,0 @@
"""
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)

View File

@@ -28,9 +28,6 @@ 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

View File

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

View File

@@ -1,48 +0,0 @@
"""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"

View File

@@ -1,49 +0,0 @@
"""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

View File

@@ -1,49 +0,0 @@
"""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

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@@ -1,74 +0,0 @@
"""
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

View File

@@ -41,8 +41,6 @@ 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
@@ -53,8 +51,6 @@ 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):

View File

@@ -1,29 +0,0 @@
"""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)

View File

@@ -1,13 +1,9 @@
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 RateRequestCreate, ServiceRequestCreate
from api.v1.modules.crm.service_requests.dto import ServiceRequestCreate
T, C = 1, 1
@@ -48,107 +44,3 @@ 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()

View File

@@ -3,15 +3,10 @@ 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,
)
@@ -69,88 +64,3 @@ 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

View File

@@ -58,47 +58,3 @@ 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

View File

@@ -1,162 +0,0 @@
# 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.

View File

@@ -5,26 +5,11 @@
# 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
@@ -36,11 +21,8 @@ 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 ["node", "build/index.js"]
command: !override ["pnpm", "start"]
ports: !override
- "127.0.0.1:5173:5173"
@@ -49,10 +31,3 @@ 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

View File

@@ -29,8 +29,9 @@ server {
# ---- HTTPS ----
server {
listen 443 ssl http2;
listen [::]:443 ssl http2;
listen 443 ssl;
listen [::]:443 ssl;
http2 on;
server_name testing.crm.aduanasoft.com;
ssl_certificate /etc/letsencrypt/live/testing.crm.aduanasoft.com/fullchain.pem;
@@ -49,13 +50,6 @@ 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;

File diff suppressed because it is too large Load Diff

View File

@@ -38,9 +38,6 @@ 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
@@ -52,8 +49,10 @@ FROM node:22-alpine AS runtime
WORKDIR /app
# 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.
RUN apk add --no-cache wget
RUN npm config set strict-ssl false && \
npm install -g pnpm
# Crear usuario no-root para seguridad antes de copiar con --chown
RUN addgroup -g 1001 -S nodejs
@@ -86,5 +85,5 @@ ENV INTERNAL_API_URL=http://backend:8000/api/
ENTRYPOINT ["/entrypoint.sh"]
# Ejecutar aplicación con Node.js (adapter-node, sin pnpm)
CMD ["node", "build/index.js"]
# Ejecutar aplicación con Node.js
CMD ["pnpm", "start"]

View File

@@ -143,14 +143,6 @@
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 {

View File

@@ -1,50 +0,0 @@
/**
* 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)}`))
};

View File

@@ -1,64 +0,0 @@
/**
* 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>>
};

View File

@@ -10,9 +10,7 @@ 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;
@@ -20,52 +18,15 @@ 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;
@@ -107,11 +68,8 @@ 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;
@@ -175,7 +133,7 @@ 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}?${qp(companyId)}`))
};
@@ -198,35 +156,8 @@ export const quotesAPI = {
accept: (id: number, companyId: number) => unwrap<Quote>(api.patch(`/v1/crm/quotes/${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)}`)),
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;
}
items: (quoteId: number, companyId: number) => unwrap<QuoteItem[]>(api.get(`/v1/crm/quotes/${quoteId}/items?${qp(companyId)}`))
};
// ---------- Catálogos de referencia (Incoterms, participantes) ----------

View File

@@ -7,12 +7,11 @@ import type { Contact, ContactInput } from './types';
export const contactsAPI = {
async list(
companyId: number,
params?: { search?: string; account_id?: number; supplier_id?: number }
params?: { search?: string; account_id?: number }
): Promise<Contact[]> {
const qs = new URLSearchParams({ company_id: String(companyId) });
if (params?.search) qs.set('search', params.search);
if (params?.account_id) qs.set('account_id', String(params.account_id));
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!;

View File

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

View File

@@ -1,112 +0,0 @@
/**
* 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 })}`))
};

View File

@@ -20,17 +20,14 @@ 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;
@@ -69,7 +66,6 @@ export interface Supplier {
person_type: string | null;
status: AccountStatus;
classifications: string[];
classification_other: string | null;
services_offered: string | null;
coverage: string | null;
countries: string[];
@@ -192,7 +188,6 @@ 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;
@@ -263,15 +258,10 @@ 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;

View File

@@ -57,9 +57,7 @@ export const permissionsAPI = {
if (params?.action) queryParams.set('action', params.action);
if (params?.search) queryParams.set('search', params.search);
const query = queryParams.toString();
// 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${query ? '?' + query : ''}`);
const response = await api.get(`/v1/core/permissions/${query ? '?' + query : ''}`);
return response.data;
},
@@ -67,7 +65,7 @@ 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;
},
@@ -75,7 +73,7 @@ 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;
},
@@ -83,7 +81,7 @@ 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;
},
@@ -91,14 +89,14 @@ 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;
},
@@ -106,7 +104,7 @@ 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;
}
};

View File

@@ -48,11 +48,7 @@ export const rolePermissionsAPI = {
companyId: number,
data: AssignPermissionData
): Promise<RolePermission> {
// 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=${companyId}`,
{}
);
const response = await api.post(`/v1/core/permissions/roles/${roleId}/permissions?company_id=${companyId}`, data);
return response.data;
},

View File

@@ -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, operationType?: string) =>
unwrap<Shipment>(api.post(`/v1/ops/shipments/from-quote?${qp(companyId, { quote_id: quoteId, operation_type: operationType })}`, {})),
createFromQuote: (quoteId: number, companyId: number) =>
unwrap<Shipment>(api.post(`/v1/ops/shipments/from-quote?${qp(companyId, { quote_id: quoteId })}`, {})),
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)),

View File

@@ -31,10 +31,3 @@ 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>;
}

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