Jair Cedillo
21ea958f33
# Conflicts: # frontend/src/lib/api/crm/types.ts # frontend/src/lib/components/crm/AccountFields.svelte # frontend/src/lib/components/sidebar/modules.ts
87 lines
5.2 KiB
Python
87 lines
5.2 KiB
Python
from decimal import Decimal
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from sqlalchemy import ForeignKey, Integer, Numeric, String, Text, text
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from sqlalchemy.orm import Mapped, mapped_column
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from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
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from api.v1.modules.fin.catalogs.models import CfdiUse, TaxRegime # noqa: F401 (resuelve las FK)
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from core.database import Base
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class Account(Base, TenantScopedMixin, TimestampMixin):
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"""Catálogo de Clientes / Prospectos.
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Un mismo registro puede ser Cliente o Prospecto (``record_type``). Concentra
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datos generales, comerciales y fiscales; las direcciones, contactos y
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documentos viven en tablas relacionadas (crm.addresses, crm.contacts,
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crm.documents).
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"""
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__tablename__ = "accounts"
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__table_args__ = {"schema": "crm"}
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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# ----- Datos generales -----
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name: Mapped[str] = mapped_column(String(255), nullable=False) # razón social
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trade_name: Mapped[str | None] = mapped_column(String(255), nullable=True) # nombre comercial
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rfc: Mapped[str | None] = mapped_column(String(13), nullable=True, index=True)
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curp: Mapped[str | None] = mapped_column(String(18), nullable=True) # persona física
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# Tipo de registro: cliente | prospecto
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record_type: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'cliente'"), index=True)
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# Tipo de persona: fisica | moral
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person_type: Mapped[str | None] = mapped_column(String(10), nullable=True)
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industry: Mapped[str | None] = mapped_column(String(120), nullable=True) # giro / industria
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industry_other: Mapped[str | None] = mapped_column(String(120), nullable=True) # especificar cuando giro = "otro"
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# Tipo operativo (immex | agencia_aduanal | importador | exportador | transportista | otro)
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account_type: Mapped[str | None] = mapped_column(String(40), nullable=True)
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# Estatus: active | inactive
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status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'active'"))
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# ----- Información comercial -----
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# Clasificación: importador | exportador | ambos
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commercial_classification: Mapped[str | None] = mapped_column(String(20), nullable=True)
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# Medio de contacto preferido: llamada | correo | videoconferencia | whatsapp | otro
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preferred_contact_method: Mapped[str | None] = mapped_column(String(20), nullable=True)
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# Texto libre cuando el medio de contacto es "otro"
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preferred_contact_other: Mapped[str | None] = mapped_column(String(120), nullable=True)
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language: Mapped[str | None] = mapped_column(String(40), nullable=True)
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email: Mapped[str | None] = mapped_column(String(255), nullable=True)
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phone: Mapped[str | None] = mapped_column(String(40), nullable=True)
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website: Mapped[str | None] = mapped_column(String(255), nullable=True)
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commercial_observations: Mapped[str | None] = mapped_column(Text, nullable=True) # observaciones generales
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# ----- Información fiscal -----
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# Régimen fiscal y uso de CFDI en texto libre: se conservan como capturó el usuario
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# para no perder lo ya registrado, pero lo que vale al timbrar son las FK de abajo.
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tax_regime: Mapped[str | None] = mapped_column(String(120), nullable=True) # régimen fiscal
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cfdi_use: Mapped[str | None] = mapped_column(String(60), nullable=True) # uso de CFDI
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# Claves del receptor contra los catálogos del SAT (c_RegimenFiscal y c_UsoCFDI).
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tax_regime_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("sat.tax_regimes.id"), nullable=True
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)
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cfdi_use_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("sat.cfdi_uses.id"), nullable=True
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)
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payment_method: Mapped[str | None] = mapped_column(String(60), nullable=True) # método de pago
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payment_form: Mapped[str | None] = mapped_column(String(60), nullable=True) # forma de pago
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currency: Mapped[str | None] = mapped_column(String(3), nullable=True) # moneda
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credit_limit: Mapped[Decimal | None] = mapped_column(Numeric(14, 2), nullable=True)
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credit_days: Mapped[int | None] = mapped_column(Integer, nullable=True)
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commercial_terms: Mapped[str | None] = mapped_column(Text, nullable=True) # condiciones comerciales
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# ----- Datos aduaneros / ubicación rápida -----
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patente_aduanal: Mapped[str | None] = mapped_column(String(20), nullable=True)
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# Ubicación de referencia (el detalle vive en crm.addresses)
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address: Mapped[str | None] = mapped_column(Text, nullable=True)
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city: Mapped[str | None] = mapped_column(String(120), nullable=True)
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state: Mapped[str | None] = mapped_column(String(120), nullable=True)
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country: Mapped[str | None] = mapped_column(String(3), nullable=True, server_default=text("'MEX'"))
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# ----- Observaciones y auditoría -----
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notes: Mapped[str | None] = mapped_column(Text, nullable=True) # comentarios generales
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internal_notes: Mapped[str | None] = mapped_column(Text, nullable=True) # notas internas
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owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True) # vendedor
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created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
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updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
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