088a8fc4df
- Nuevo schema `crm` con 7 tablas multi-tenant (TenantScopedMixin + soft delete) - Módulos FastAPI por dominio: models/dto/service/routes (patrón example) - Métricas del dashboard (KPIs + embudo por etapa) - Conversión de prospecto → cuenta/contacto/oportunidad (idempotente) - Movimiento de oportunidad entre etapas (Kanban) con estado/probabilidad derivados - 25 permisos registrados en PermissionRegistry - Migración Alembic con upgrade/downgrade completos - 24 tests de servicios (pytest) en verde Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
99 lines
3.4 KiB
Python
99 lines
3.4 KiB
Python
from decimal import Decimal
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from sqlalchemy import and_, func
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from sqlalchemy.orm import Session
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from ..accounts.models import Account
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from ..activities.models import Activity
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from ..contacts.models import Contact
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from ..leads.models import Lead
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from ..opportunities.models import Opportunity
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from ..pipelines.models import PipelineStage
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def _count(db: Session, model, tenant_id: int, company_id: int, *extra) -> int:
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query = db.query(func.count(model.id)).filter(
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model.tenant_id == tenant_id,
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model.company_id == company_id,
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model.deleted_at.is_(None),
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*extra,
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)
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return int(query.scalar() or 0)
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def _sum_amount(db: Session, tenant_id: int, company_id: int, *extra) -> Decimal:
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total = (
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db.query(func.coalesce(func.sum(Opportunity.amount), 0))
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.filter(
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Opportunity.tenant_id == tenant_id,
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Opportunity.company_id == company_id,
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Opportunity.deleted_at.is_(None),
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*extra,
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)
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.scalar()
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)
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return Decimal(total or 0)
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def get_metrics(db: Session, tenant_id: int, company_id: int, pipeline_id: int | None = None) -> dict:
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"""KPIs y embudo por etapa para el dashboard del CRM."""
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open_opps = _count(db, Opportunity, tenant_id, company_id, Opportunity.status == "open")
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won_opps = _count(db, Opportunity, tenant_id, company_id, Opportunity.status == "won")
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# Embudo: oportunidades abiertas agrupadas por etapa
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stage_filters = [
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PipelineStage.tenant_id == tenant_id,
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PipelineStage.company_id == company_id,
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PipelineStage.deleted_at.is_(None),
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]
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if pipeline_id is not None:
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stage_filters.append(PipelineStage.pipeline_id == pipeline_id)
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rows = (
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db.query(
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PipelineStage.id,
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PipelineStage.name,
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PipelineStage.position,
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func.count(Opportunity.id),
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func.coalesce(func.sum(Opportunity.amount), 0),
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)
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.outerjoin(
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Opportunity,
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and_(
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Opportunity.stage_id == PipelineStage.id,
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Opportunity.status == "open",
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Opportunity.deleted_at.is_(None),
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Opportunity.tenant_id == tenant_id,
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Opportunity.company_id == company_id,
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),
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)
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.filter(*stage_filters)
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.group_by(PipelineStage.id, PipelineStage.name, PipelineStage.position)
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.order_by(PipelineStage.position.asc())
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.all()
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)
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by_stage = [
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{
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"stage_id": row[0],
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"stage_name": row[1],
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"position": row[2],
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"count": int(row[3] or 0),
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"value": Decimal(row[4] or 0),
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}
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for row in rows
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]
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return {
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"total_accounts": _count(db, Account, tenant_id, company_id),
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"total_contacts": _count(db, Contact, tenant_id, company_id),
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"total_leads": _count(db, Lead, tenant_id, company_id),
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"open_leads": _count(db, Lead, tenant_id, company_id, Lead.status != "converted"),
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"open_opportunities": open_opps,
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"open_pipeline_value": _sum_amount(db, tenant_id, company_id, Opportunity.status == "open"),
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"won_opportunities": won_opps,
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"won_value": _sum_amount(db, tenant_id, company_id, Opportunity.status == "won"),
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"pending_activities": _count(db, Activity, tenant_id, company_id, Activity.status == "pending"),
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"by_stage": by_stage,
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}
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