9c46f5bf3c
Catálogos y selects:
- Incoterm como catálogo (nuevo catálogo global 'incoterm') en solicitud y modal
de conversión de oportunidad.
- Moneda como catálogo en Cotizaciones (nuevo/detalle) y Facturación.
- "Tipo de transporte" desde catálogo medio_transporte (antes lista fija).
- Cotizador: origen/destino como selects alineados a las rutas de los tarifarios
activos (endpoint /rate-locations), para que el costeo siempre encuentre ruta.
Bugs de la sesión:
- Direcciones no guardaban: DTO country String(2)→String(3) (ISO alfa-3); se
amplía accounts.country y se normaliza 'MX'→'MEX' (migración).
- Contacto de proveedor mal filtrado: contacts.ts ahora envía supplier_id.
- Selects ilegibles en modo oscuro: regla global select option en app.css.
- Formas de pago SAT a 2 dígitos (01/04/08) en catálogo y valores guardados.
- RelatedManager: editar direcciones/contactos/documentos (antes solo eliminar).
Oportunidades:
- Se quitan etapas Prospecto/Contactado del embudo semilla.
- Fechas separadas won_date/lost_date + motivo de pérdida, con modal al mover a
Ganada/Perdida (migración).
Facturación:
- Folio automático F{AAAA}-{MM}-{NNN} (next_folio entidad F, sin dirección).
- Moneda como catálogo.
UI:
- Giro "otro" habilita campo para especificar (accounts.industry_other, migración).
- Lista de contactos muestra a quién pertenece (cliente/prospecto/proveedor).
- Proveedores: países/puertos/aeropuertos/aduanas por catálogo (select + chips).
Migraciones reversibles (c2d3e4f5a6b7 ya existía; d3e4f5a6b7c8, e4f5a6b7c8d9).
Suite backend en verde (109). svelte-check sin errores nuevos.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
100 lines
4.2 KiB
Python
100 lines
4.2 KiB
Python
from datetime import datetime
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from decimal import Decimal
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from pydantic import BaseModel, ConfigDict, EmailStr, Field
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class AccountBase(BaseModel):
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# Datos generales
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name: str = Field(..., min_length=1, max_length=255)
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trade_name: str | None = Field(None, max_length=255)
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rfc: str | None = Field(None, max_length=13)
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curp: str | None = Field(None, max_length=18)
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record_type: str = Field("cliente", max_length=20) # cliente | prospecto
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person_type: str | None = Field(None, max_length=10) # fisica | moral
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industry: str | None = Field(None, max_length=120)
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industry_other: str | None = Field(None, max_length=120)
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account_type: str | None = Field(None, max_length=40)
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status: str = Field("active", max_length=20) # active | inactive
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# Comercial
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commercial_classification: str | None = Field(None, max_length=20)
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preferred_contact_method: str | None = Field(None, max_length=20)
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preferred_contact_other: str | None = Field(None, max_length=120)
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language: str | None = Field(None, max_length=40)
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email: EmailStr | None = None
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phone: str | None = Field(None, max_length=40)
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website: str | None = Field(None, max_length=255)
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commercial_observations: str | None = None # observaciones generales
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# Fiscal
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tax_regime: str | None = Field(None, max_length=120)
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cfdi_use: str | None = Field(None, max_length=60)
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payment_method: str | None = Field(None, max_length=60)
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payment_form: str | None = Field(None, max_length=60)
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currency: str | None = Field(None, max_length=3)
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credit_limit: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
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credit_days: int | None = Field(None, ge=0)
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commercial_terms: str | None = None
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# Aduanero / ubicación
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patente_aduanal: str | None = Field(None, max_length=20)
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address: str | None = None
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city: str | None = Field(None, max_length=120)
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state: str | None = Field(None, max_length=120)
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country: str | None = Field("MEX", max_length=3)
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# Observaciones
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notes: str | None = None
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internal_notes: str | None = None
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owner_user_id: str | None = Field(None, max_length=64)
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class AccountCreate(AccountBase):
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pass
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class AccountUpdate(BaseModel):
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name: str | None = Field(None, min_length=1, max_length=255)
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trade_name: str | None = Field(None, max_length=255)
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rfc: str | None = Field(None, max_length=13)
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curp: str | None = Field(None, max_length=18)
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record_type: str | None = Field(None, max_length=20)
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person_type: str | None = Field(None, max_length=10)
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industry: str | None = Field(None, max_length=120)
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industry_other: str | None = Field(None, max_length=120)
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account_type: str | None = Field(None, max_length=40)
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status: str | None = Field(None, max_length=20)
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commercial_classification: str | None = Field(None, max_length=20)
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preferred_contact_method: str | None = Field(None, max_length=20)
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preferred_contact_other: str | None = Field(None, max_length=120)
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language: str | None = Field(None, max_length=40)
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email: EmailStr | None = None
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phone: str | None = Field(None, max_length=40)
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website: str | None = Field(None, max_length=255)
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commercial_observations: str | None = None
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tax_regime: str | None = Field(None, max_length=120)
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cfdi_use: str | None = Field(None, max_length=60)
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payment_method: str | None = Field(None, max_length=60)
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payment_form: str | None = Field(None, max_length=60)
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currency: str | None = Field(None, max_length=3)
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credit_limit: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
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credit_days: int | None = Field(None, ge=0)
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commercial_terms: str | None = None
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patente_aduanal: str | None = Field(None, max_length=20)
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address: str | None = None
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city: str | None = Field(None, max_length=120)
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state: str | None = Field(None, max_length=120)
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country: str | None = Field(None, max_length=3)
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notes: str | None = None
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internal_notes: str | None = None
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owner_user_id: str | None = Field(None, max_length=64)
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class AccountResponse(AccountBase):
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model_config = ConfigDict(from_attributes=True)
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id: int
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tenant_id: int
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company_id: int
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created_by: str | None = None
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updated_by: str | None = None
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created_at: datetime
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updated_at: datetime
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