Files
CRM_AGENTES_CARGA/backend/seed_crm.py
Aduanasoft a196c44fae feat(crm,ops): proceso comercial (solicitudes/RFQ, tarifas, cotizaciones) + Operaciones (embarques)
Diagrama 1 (CRM comercial) y Diagrama 2 (Operaciones) del spec de agente de carga:
- crm.service_requests (RFQ) + crm.rate_requests (solicitud de tarifas a proveedores)
- crm.quotes + crm.quote_items: conceptos costo/venta/margen, totales automáticos,
  estados borrador→enviada→aceptada/rechazada
- schema ops: ops.shipments (booking, Cut Off, ETD/ETA, naviera/agente aduanal/destino)
  y ops.shipment_documents (MBL/HBL, MAWB/HAWB, CMR…)
- liberar-a-operaciones: crea el embarque desde la cotización aceptada
- migración b3c4d5e6f7a8, routers/permisos, seed del flujo completo
- 52 tests pytest en verde

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-14 18:21:25 -06:00

341 lines
14 KiB
Python

"""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
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 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)
print("\nSeed CRM completado.")
finally:
db.close()
if __name__ == "__main__":
main()