"""Seed de datos para el CRM en desarrollo. Idempotente: se puede correr varias veces sin duplicar. Puebla: 1. Tenant dev (core.tenants id=1) — requerido por la FK tenant_id de las tablas crm. 2. Embudo por defecto "Ventas" + 6 etapas (catálogo del pipeline). 3. Datos de ejemplo: cuentas, contactos, prospectos, oportunidades y actividades. Ejecutar dentro del contenedor backend: docker compose exec backend python seed_crm.py Los datos usan valores dummy (RFC XAXX010101000, etc.); no incluir datos reales. """ from datetime import datetime, timedelta, timezone from api.v1.modules.core.tenants.models import Tenant, TenantType from api.v1.modules.crm.accounts.models import Account from api.v1.modules.crm.activities.models import Activity from api.v1.modules.crm.addresses.models import Address from api.v1.modules.crm.contacts.models import Contact from api.v1.modules.crm.documents.models import Document from api.v1.modules.crm.leads.models import Lead from api.v1.modules.crm.opportunities.models import Opportunity from api.v1.modules.crm.pipelines.models import Pipeline, PipelineStage from api.v1.modules.crm.quotes.models import Quote, QuoteItem from api.v1.modules.crm.service_requests.models import ServiceRequest from api.v1.modules.crm.suppliers.models import Supplier from api.v1.modules.ops.shipments.models import Shipment, ShipmentDocument, ShipmentEvent from api.v1.modules.ops.shipments import service as shipments_service from api.v1.modules.ops.shipments.dto import ShipmentCloseInput, ShipmentEventDecisionInput from api.v1.modules.fin.invoices.models import Invoice from api.v1.modules.fin.invoices import service as invoices_service from api.v1.modules.fin.invoices.dto import PaymentCreate from api.v1.modules.core.permissions.models import CompanyRole, Permission, RolePermission from api.v1.modules.core.permissions.service import PermissionService # Efecto secundario: poblar el PermissionRegistry con los permisos de cada dominio import api.v1.modules.crm.permissions # noqa: F401 import api.v1.modules.ops.permissions # noqa: F401 import api.v1.modules.fin.permissions # noqa: F401 from core.database import CoreSessionLocal # Deben coincidir con DEV_LOCAL_AUTH_TENANT_ID / DEV_LOCAL_AUTH_COMPANY_ID TENANT_ID = 1 COMPANY_ID = 1 RFC_DUMMY = "XAXX010101000" # RFC genérico dummy (política de datos) STAGE_DEFS = [ # (nombre, probabilidad, is_won, is_lost) ("Prospecto", 10, False, False), ("Contactado", 25, False, False), ("Propuesta", 50, False, False), ("Negociación", 75, False, False), ("Ganada", 100, True, False), ("Perdida", 0, False, True), ] def ensure_tenant(db) -> Tenant: tenant = db.query(Tenant).filter(Tenant.id == TENANT_ID).first() if tenant: print(f"• Tenant id={TENANT_ID} ya existe ({tenant.name})") return tenant tenant = Tenant( id=TENANT_ID, name="Aduanasoft (dev)", slug="dev", keycloak_realm="master", type=TenantType.SHARED, is_active=True, ) db.add(tenant) db.commit() # Alinear la secuencia para que futuros inserts no colisionen con el id explícito db.execute( __import__("sqlalchemy").text( "SELECT setval('core.tenants_id_seq', (SELECT MAX(id) FROM core.tenants))" ) ) db.commit() print(f"✓ Tenant dev creado (id={TENANT_ID})") return tenant def ensure_pipeline(db): pipeline = ( db.query(Pipeline) .filter( Pipeline.tenant_id == TENANT_ID, Pipeline.company_id == COMPANY_ID, Pipeline.deleted_at.is_(None), ) .first() ) if pipeline: stages = ( db.query(PipelineStage) .filter( PipelineStage.pipeline_id == pipeline.id, PipelineStage.deleted_at.is_(None), ) .order_by(PipelineStage.position.asc()) .all() ) print(f"• Embudo '{pipeline.name}' ya existe ({len(stages)} etapas)") return pipeline, stages pipeline = Pipeline(name="Ventas", is_default=True, tenant_id=TENANT_ID, company_id=COMPANY_ID) db.add(pipeline) db.flush() stages = [] for position, (name, probability, is_won, is_lost) in enumerate(STAGE_DEFS): stage = PipelineStage( pipeline_id=pipeline.id, name=name, position=position, probability=probability, is_won=is_won, is_lost=is_lost, tenant_id=TENANT_ID, company_id=COMPANY_ID, ) db.add(stage) stages.append(stage) db.commit() for stage in stages: db.refresh(stage) print(f"✓ Embudo 'Ventas' + {len(stages)} etapas creados") return pipeline, stages def seed_sample_data(db, pipeline, stages) -> None: has_accounts = ( db.query(Account) .filter( Account.tenant_id == TENANT_ID, Account.company_id == COMPANY_ID, Account.deleted_at.is_(None), ) .first() ) if has_accounts: print("• Ya existen cuentas; se omiten los datos de ejemplo") return accounts_data = [ dict(name="Maquiladora del Norte SA de CV", trade_name="MaqNorte", rfc=RFC_DUMMY, account_type="immex", status="active", city="Tijuana", state="Baja California", email="contacto@ejemplo.mx", phone="6640000000"), dict(name="Importadora Pacífico SA de CV", trade_name="ImpPacífico", rfc=RFC_DUMMY, account_type="importador", status="active", city="Manzanillo", state="Colima"), dict(name="Agencia Aduanal López y Asociados", account_type="agencia_aduanal", patente_aduanal="0000", status="active", city="Nuevo Laredo", state="Tamaulipas"), dict(name="Transportes Frontera", account_type="transportista", status="prospect", city="Ciudad Juárez", state="Chihuahua"), ] accounts = [Account(**d, tenant_id=TENANT_ID, company_id=COMPANY_ID) for d in accounts_data] db.add_all(accounts) db.flush() contacts_data = [ dict(account=accounts[0], first_name="María", last_name="Pérez", job_title="Gerente de Comercio Exterior", email="maria@ejemplo.mx", phone="6640000001", is_primary=True), dict(account=accounts[1], first_name="Jorge", last_name="Ramírez", job_title="Director de Logística", email="jorge@ejemplo.mx", is_primary=True), dict(account=accounts[2], first_name="Luis", last_name="López", job_title="Agente Aduanal", email="luis@ejemplo.mx", is_primary=True), ] for d in contacts_data: account = d.pop("account") db.add(Contact(**d, account_id=account.id, tenant_id=TENANT_ID, company_id=COMPANY_ID)) leads_data = [ dict(name="Interés en módulo de pedimentos", company_name="Comercializadora Bajío", contact_name="Ana Torres", email="ana@ejemplo.mx", source="web", status="new", estimated_value=45000), dict(name="Demo solicitada Anexo 24", company_name="Ensambles del Golfo", contact_name="Pedro Gómez", source="evento", status="contacted", estimated_value=80000), ] for d in leads_data: db.add(Lead(**d, tenant_id=TENANT_ID, company_id=COMPANY_ID)) open_stages = [s for s in stages if not s.is_won and not s.is_lost] or stages opportunities_data = [ dict(name="Licencia Anexo 76 - MaqNorte", account=accounts[0], amount=150000, stage=open_stages[0]), dict(name="Suite completa - Importadora Pacífico", account=accounts[1], amount=320000, stage=open_stages[min(1, len(open_stages) - 1)]), dict(name="Módulo de saldos - López y Asociados", account=accounts[2], amount=90000, stage=open_stages[min(2, len(open_stages) - 1)]), dict(name="Renovación anual - MaqNorte", account=accounts[0], amount=60000, stage=open_stages[min(3, len(open_stages) - 1)]), ] for d in opportunities_data: account = d.pop("account") stage = d.pop("stage") db.add(Opportunity( **d, account_id=account.id, pipeline_id=pipeline.id, stage_id=stage.id, probability=stage.probability, currency="MXN", status="open", tenant_id=TENANT_ID, company_id=COMPANY_ID, )) now = datetime.now(timezone.utc) activities_data = [ dict(activity_type="call", subject="Llamada de seguimiento MaqNorte", status="pending", due_date=now + timedelta(days=1), account=accounts[0]), dict(activity_type="meeting", subject="Demo Importadora Pacífico", status="pending", due_date=now + timedelta(days=3), account=accounts[1]), dict(activity_type="task", subject="Enviar cotización a López y Asociados", status="completed", completed_at=now, account=accounts[2]), ] for d in activities_data: account = d.pop("account") db.add(Activity(**d, account_id=account.id, tenant_id=TENANT_ID, company_id=COMPANY_ID)) db.commit() print("✓ Datos de ejemplo: 4 cuentas, 3 contactos, 2 prospectos, 4 oportunidades, 3 actividades") def seed_suppliers_and_related(db) -> None: """Proveedores + direcciones/documentos/contactos (clientes y proveedores).""" if db.query(Supplier).filter(Supplier.tenant_id == TENANT_ID, Supplier.company_id == COMPANY_ID, Supplier.deleted_at.is_(None)).first(): print("• Ya existen proveedores; se omite el seed de catálogos") return suppliers_data = [ dict(name="Naviera del Golfo SA de CV", trade_name="NavGolfo", rfc=RFC_DUMMY, classifications=["naviera", "agente_carga"], coverage="internacional", countries=["MX", "US", "PA"], ports=["Veracruz", "Manzanillo"], quote_currency="USD", status="active"), dict(name="Agencia Aduanal Reyes y Asociados", rfc=RFC_DUMMY, classifications=["agente_aduanal"], coverage="nacional", customs=["Nuevo Laredo", "Colombia"], status="active"), ] suppliers = [Supplier(**d, tenant_id=TENANT_ID, company_id=COMPANY_ID) for d in suppliers_data] db.add_all(suppliers) db.flush() first_account = ( db.query(Account) .filter(Account.tenant_id == TENANT_ID, Account.company_id == COMPANY_ID, Account.deleted_at.is_(None)) .order_by(Account.id.asc()) .first() ) # Direcciones (múltiples): proveedor + cliente db.add(Address(supplier_id=suppliers[0].id, address_type="oficina", street="Malecón 100", neighborhood="Centro", postal_code="91700", city="Veracruz", state="Veracruz", is_primary=True, tenant_id=TENANT_ID, company_id=COMPANY_ID)) if first_account: db.add(Address(account_id=first_account.id, address_type="fiscal", street="Blvd. Industrial 500", neighborhood="Otay", postal_code="22000", city="Tijuana", state="Baja California", is_primary=True, tenant_id=TENANT_ID, company_id=COMPANY_ID)) db.add(Address(account_id=first_account.id, address_type="bodega", street="Camino a la Presa 12", city="Tijuana", state="Baja California", tenant_id=TENANT_ID, company_id=COMPANY_ID)) # Documentos db.add(Document(supplier_id=suppliers[0].id, doc_type="constancia_fiscal", name="Constancia de Situación Fiscal - NavGolfo", tenant_id=TENANT_ID, company_id=COMPANY_ID)) if first_account: db.add(Document(account_id=first_account.id, doc_type="acta_constitutiva", name="Acta Constitutiva - MaqNorte", tenant_id=TENANT_ID, company_id=COMPANY_ID)) # Contacto de proveedor (con área y flags) db.add(Contact(supplier_id=suppliers[0].id, first_name="Rosa", last_name="Díaz", area="Ventas", job_title="Ejecutiva de cuenta", email="rosa@ejemplo.mx", phone="2290000000", is_primary=True, receives_quotes=True, tenant_id=TENANT_ID, company_id=COMPANY_ID)) db.commit() print("✓ 2 proveedores, 3 direcciones, 2 documentos y 1 contacto de proveedor") def seed_commercial_and_ops(db) -> None: """Demo del flujo comercial: Solicitud → Cotización (aceptada) → Embarque liberado.""" if db.query(ServiceRequest).filter( ServiceRequest.tenant_id == TENANT_ID, ServiceRequest.company_id == COMPANY_ID, ServiceRequest.deleted_at.is_(None), ).first(): print("• Ya existe flujo comercial; se omite") return account = ( db.query(Account) .filter(Account.tenant_id == TENANT_ID, Account.company_id == COMPANY_ID, Account.deleted_at.is_(None)) .order_by(Account.id.asc()) .first() ) account_id = account.id if account else None # 1. Solicitud de servicio (RFQ) sr = ServiceRequest( reference="SOL-0001", account_id=account_id, operation_type="exportacion", transport_mode="maritimo", service_type="puerta_puerta", incoterm="FOB", origin="Manzanillo, MX", destination="Long Beach, US", cargo_type="Carga general", load_type="FCL", container_equipment="1x40'HC", status="cotizada", tenant_id=TENANT_ID, company_id=COMPANY_ID, ) db.add(sr) db.flush() # 2. Cotización aceptada con conceptos quote = Quote( reference="COT-0001", service_request_id=sr.id, account_id=account_id, currency="USD", status="aceptada", tenant_id=TENANT_ID, company_id=COMPANY_ID, ) db.add(quote) db.flush() items = [ ("flete_internacional", 1, 1800, 2200), ("transporte_terrestre", 1, 350, 500), ("despacho_aduanal", 1, 200, 320), ] total_cost = total_sale = 0 for concept, qty, cost, sale in items: db.add(QuoteItem(quote_id=quote.id, concept=concept, quantity=qty, unit_cost=cost, unit_sale=sale, currency="USD", tenant_id=TENANT_ID, company_id=COMPANY_ID)) total_cost += qty * cost total_sale += qty * sale quote.total_cost = total_cost quote.total_sale = total_sale sr.status = "liberada" # 3. Embarque liberado a Operaciones shipment = Shipment( reference="EMB-0001", quote_id=quote.id, service_request_id=sr.id, account_id=account_id, operation_type=sr.operation_type, transport_mode=sr.transport_mode, service_type=sr.service_type, incoterm=sr.incoterm, origin=sr.origin, destination=sr.destination, status="booking", booking_number="BKG-778812", tenant_id=TENANT_ID, company_id=COMPANY_ID, ) db.add(shipment) db.flush() db.add(ShipmentDocument(shipment_id=shipment.id, doc_kind="master", doc_type="MBL", number="MBLU12345678", tenant_id=TENANT_ID, company_id=COMPANY_ID)) db.commit() print("✓ Flujo comercial: 1 solicitud, 1 cotización aceptada (3 conceptos), 1 embarque + documento MBL") def seed_invoicing_and_events(db) -> None: """Factura desde el embarque (con pago parcial) + hitos de la bitácora.""" from decimal import Decimal if db.query(Invoice).filter( Invoice.tenant_id == TENANT_ID, Invoice.company_id == COMPANY_ID, Invoice.deleted_at.is_(None) ).first(): print("• Ya existe facturación; se omite") return shipment = ( db.query(Shipment) .filter(Shipment.tenant_id == TENANT_ID, Shipment.company_id == COMPANY_ID, Shipment.deleted_at.is_(None)) .order_by(Shipment.id.asc()) .first() ) if not shipment: print("• Sin embarque; se omite facturación") return # Bitácora de hitos (según tipo de operación, incluye puntos de decisión) events = shipments_service.seed_default_milestones(db, shipment.id, TENANT_ID, COMPANY_ID) # Resolver los puntos de decisión como autorizados y completar los hitos simples, # para poder cerrar operativamente el embarque. for ev in events: if ev.kind == "decision": shipments_service.decide_shipment_event( db, ev.id, ShipmentEventDecisionInput(outcome="autorizado"), TENANT_ID, COMPANY_ID ) else: shipments_service.complete_shipment_event(db, ev.id, TENANT_ID, COMPANY_ID) # Cierre operativo con costos finales (dispara la facturación — R-F-01/R-E-22) shipments_service.close_shipment( db, shipment.id, ShipmentCloseInput(actual_cost_total=Decimal("2350"), cost_currency="USD", notes="Cierre demo"), TENANT_ID, COMPANY_ID, ) # Factura generada desde el embarque cerrado (toma conceptos de la cotización) invoice = invoices_service.generate_from_shipment(db, shipment.id, TENANT_ID, COMPANY_ID) invoices_service.emit_invoice(db, invoice.id, TENANT_ID, COMPANY_ID) invoices_service.create_payment( db, PaymentCreate(invoice_id=invoice.id, amount=Decimal("1000"), method="transferencia", reference="SPEI-001"), TENANT_ID, COMPANY_ID, ) print("✓ Embarque cerrado, factura emitida con pago parcial + bitácora con decisiones resueltas") # Carriles del proceso (R-T-07): a qué módulos/acciones puede acceder cada rol. # clave = (code, nombre); valor = función que decide si un permiso pertenece al rol. def _carril_roles() -> dict: # cada función recibe el CÓDIGO del permiso (str) y decide si pertenece al carril return { ("ventas", "Ventas"): lambda c: c.startswith("crm.") or c in {"ops.access", "ops.shipment.view"}, ("operaciones", "Operaciones"): lambda c: c.startswith("ops.") or c in {"crm.access", "crm.account.view", "crm.quote.view", "crm.service_request.view", "fin.access", "fin.invoice.view"}, ("facturacion", "Facturación"): lambda c: c.startswith("fin.") or c in {"ops.access", "ops.shipment.view", "crm.access", "crm.account.view"}, ("consulta", "Consulta"): lambda c: c.endswith(".access") or c.endswith(".view"), } def ensure_company(db) -> None: """Garantiza la empresa dev (a76.company id=1), requerida por la FK company_id de los roles/permisos (core.company_roles → a76.company). La plantilla no la crea.""" from sqlalchemy import text exists = db.execute(text("SELECT 1 FROM a76.company WHERE id = :id"), {"id": COMPANY_ID}).first() if exists: print(f"• Empresa id={COMPANY_ID} ya existe (a76.company)") return db.execute( text("INSERT INTO a76.company (id, tenant_id) VALUES (:id, :tid)"), {"id": COMPANY_ID, "tid": TENANT_ID}, ) db.execute(text("SELECT setval('a76.company_id_seq', (SELECT MAX(id) FROM a76.company))")) db.commit() print(f"✓ Empresa demo id={COMPANY_ID} creada (a76.company)") def seed_carril_roles(db) -> None: """Crea los roles por carril del proceso con sus permisos (R-T-07). Idempotente.""" # Poblar el catálogo de permisos desde el registry de código PermissionService(db).sync_permissions() all_perms = db.query(Permission).filter(Permission.is_active == True).all() # noqa: E712 created = 0 for (code, name), belongs in _carril_roles().items(): role = ( db.query(CompanyRole) .filter(CompanyRole.company_id == COMPANY_ID, CompanyRole.tenant_id == TENANT_ID, CompanyRole.code == code) .first() ) if not role: role = CompanyRole( company_id=COMPANY_ID, tenant_id=TENANT_ID, name=name, code=code, description=f"Rol de carril: {name}", is_active=True, ) db.add(role) db.flush() created += 1 existing_perm_ids = { pid for (pid,) in db.query(RolePermission.permission_id).filter(RolePermission.company_role_id == role.id) } for perm in all_perms: if belongs(perm.code) and perm.id not in existing_perm_ids: db.add(RolePermission( company_role_id=role.id, permission_id=perm.id, tenant_id=TENANT_ID, company_id=COMPANY_ID, )) db.commit() print(f"✓ Roles por carril sembrados (nuevos: {created}) — Ventas, Operaciones, Facturación, Consulta") def main() -> None: db = CoreSessionLocal() try: ensure_tenant(db) pipeline, stages = ensure_pipeline(db) seed_sample_data(db, pipeline, stages) seed_suppliers_and_related(db) seed_commercial_and_ops(db) seed_invoicing_and_events(db) ensure_company(db) seed_carril_roles(db) print("\nSeed CRM completado.") finally: db.close() if __name__ == "__main__": main()