Files
CRM_AGENTES_CARGA/backend/api/v1/modules/crm/accounts/dto.py
Ernesto Herrera 8aef99df9c feat(crm): catálogos de referencia en BD (SAT/ISO + cliente) — T2026-07-081/082
- Modelo crm.catalog_items (global tenant_id NULL / por tenant) + migración con
  índices únicos parciales y down().
- Seed de 18 catálogos globales (485 opciones): tipo registro/persona, estatus,
  giro, clasificaciones, medio contacto, idioma, régimen, uso CFDI, forma/método
  de pago SAT, moneda/país ISO, estados MX, tipo domicilio, área, cobertura.
- Servicio + endpoints CRUD /v1/crm/catalogs (listar/insertar/editar/borrar),
  con global solo para hub_admin y catálogos del cliente por tenant.
- Columnas nuevas: accounts.commercial_observations, accounts.preferred_contact_other,
  suppliers.classification_other.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-22 10:15:52 -06:00

98 lines
4.1 KiB
Python

from datetime import datetime
from decimal import Decimal
from pydantic import BaseModel, ConfigDict, EmailStr, Field
class AccountBase(BaseModel):
# Datos generales
name: str = Field(..., min_length=1, max_length=255)
trade_name: str | None = Field(None, max_length=255)
rfc: str | None = Field(None, max_length=13)
curp: str | None = Field(None, max_length=18)
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)
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)
payment_method: str | None = Field(None, max_length=60)
payment_form: str | None = Field(None, max_length=60)
currency: str | None = Field(None, max_length=3)
credit_limit: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
credit_days: int | None = Field(None, ge=0)
commercial_terms: str | None = None
# Aduanero / ubicación
patente_aduanal: str | None = Field(None, max_length=20)
address: str | None = None
city: str | None = Field(None, max_length=120)
state: str | None = Field(None, max_length=120)
country: str | None = Field("MX", max_length=2)
# Observaciones
notes: str | None = None
internal_notes: str | None = None
owner_user_id: str | None = Field(None, max_length=64)
class AccountCreate(AccountBase):
pass
class AccountUpdate(BaseModel):
name: str | None = Field(None, min_length=1, max_length=255)
trade_name: str | None = Field(None, max_length=255)
rfc: str | None = Field(None, max_length=13)
curp: str | None = Field(None, max_length=18)
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)
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)
payment_form: str | None = Field(None, max_length=60)
currency: str | None = Field(None, max_length=3)
credit_limit: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
credit_days: int | None = Field(None, ge=0)
commercial_terms: str | None = None
patente_aduanal: str | None = Field(None, max_length=20)
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=2)
notes: str | None = None
internal_notes: str | None = None
owner_user_id: str | None = Field(None, max_length=64)
class AccountResponse(AccountBase):
model_config = ConfigDict(from_attributes=True)
id: int
tenant_id: int
company_id: int
created_by: str | None = None
updated_by: str | None = None
created_at: datetime
updated_at: datetime