afe659e56a
- Tabla crm.cases (expediente) con folio EXP2026-08-001 (next_folio entidad EXP,
sin dirección). Nace al crear la Oportunidad y se hereda vía case_id a
solicitud → cotización → operación → factura. advance_stage solo avanza.
- case_id (FK a crm.cases) en crm.opportunities/service_requests/quotes,
ops.shipments y fin.invoices; propagación en sus create_*. Migración
d4e5f6a7b8c9 reversible.
- Endpoints GET /v1/crm/cases, /cases/{id}, /cases/by-ref/{ref} con timeline
(historia completa para UI y otros sistemas).
- Frontend: casesAPI, ruta /dashboard/crm/expedientes (lista + timeline vertical),
chip "📁 Expediente" en solicitud/cotización, "Expedientes" en el sidebar.
- Consecutivo de folios sin tope (soporta >10,000,000/mes).
- 4 pruebas de expediente (minteo, propagación, timeline, no-retroceso). Suite en verde (113).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
135 lines
4.2 KiB
Python
135 lines
4.2 KiB
Python
from datetime import date, datetime
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from decimal import Decimal
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from pydantic import BaseModel, ConfigDict, Field, computed_field
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# ----- Quote items -----
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class QuoteItemBase(BaseModel):
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concept: str = Field(..., max_length=60)
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description: str | None = Field(None, max_length=255)
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supplier_id: int | None = None
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quantity: Decimal = Field(Decimal(1), ge=0, max_digits=12, decimal_places=2)
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unit_cost: Decimal = Field(Decimal(0), ge=0, max_digits=14, decimal_places=2)
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unit_sale: Decimal = Field(Decimal(0), ge=0, max_digits=14, decimal_places=2)
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currency: str | None = Field(None, max_length=3)
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class QuoteItemCreate(QuoteItemBase):
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quote_id: int
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class QuoteItemUpdate(BaseModel):
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concept: str | None = Field(None, max_length=60)
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description: str | None = Field(None, max_length=255)
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supplier_id: int | None = None
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quantity: Decimal | None = Field(None, ge=0, max_digits=12, decimal_places=2)
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unit_cost: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
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unit_sale: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
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currency: str | None = Field(None, max_length=3)
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class QuoteItemResponse(QuoteItemBase):
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model_config = ConfigDict(from_attributes=True)
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id: int
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quote_id: int
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tenant_id: int
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company_id: int
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@computed_field
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@property
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def line_cost(self) -> Decimal:
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return (self.quantity or Decimal(0)) * (self.unit_cost or Decimal(0))
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@computed_field
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@property
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def line_sale(self) -> Decimal:
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return (self.quantity or Decimal(0)) * (self.unit_sale or Decimal(0))
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# ----- Quotes -----
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class QuoteBase(BaseModel):
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reference: str | None = Field(None, max_length=40)
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service_request_id: int | None = None
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account_id: int | None = None
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currency: str = Field("USD", max_length=3)
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load_type: str | None = Field(None, max_length=10) # FCL | LCL (variante de la comparación "Ambas")
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issue_date: date | None = None
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valid_until: date | None = None
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notes: str | None = None
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terms: str | None = None
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owner_user_id: str | None = Field(None, max_length=64)
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class QuoteCreate(QuoteBase):
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pass
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class QuoteUpdate(BaseModel):
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reference: str | None = Field(None, max_length=40)
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service_request_id: int | None = None
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account_id: int | None = None
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currency: str | None = Field(None, max_length=3)
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load_type: str | None = Field(None, max_length=10)
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issue_date: date | None = None
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valid_until: date | None = None
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notes: str | None = None
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terms: str | None = None
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owner_user_id: str | None = Field(None, max_length=64)
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class QuoteResponse(QuoteBase):
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model_config = ConfigDict(from_attributes=True)
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id: int
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service_request_reference: str | None = None # folio de la solicitud referenciada
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case_id: int | None = None
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status: str
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total_cost: Decimal
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total_sale: Decimal
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pdf_file_key: str | None = None
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sent_at: datetime | None = None
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accepted_at: datetime | None = None
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rejected_at: datetime | None = None
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created_by: str | None = None
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updated_by: str | None = None
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tenant_id: int
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company_id: int
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created_at: datetime
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updated_at: datetime
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@computed_field
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@property
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def margin(self) -> Decimal:
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return (self.total_sale or Decimal(0)) - (self.total_cost or Decimal(0))
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# ----- Configuración de marca del formato de cotización -----
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class QuoteSettingsInput(BaseModel):
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emitter_name: str | None = Field(None, max_length=255)
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emitter_rfc: str | None = Field(None, max_length=13)
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emitter_address: str | None = None
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emitter_phone: str | None = Field(None, max_length=60)
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emitter_email: str | None = Field(None, max_length=255)
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emitter_website: str | None = Field(None, max_length=255)
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accent_color: str | None = Field(None, max_length=9)
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quote_prefix: str | None = Field(None, max_length=12)
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default_terms: str | None = None
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footer_note: str | None = None
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class QuoteSettingsResponse(QuoteSettingsInput):
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model_config = ConfigDict(from_attributes=True)
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id: int | None = None
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logo_file_key: str | None = None
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class SendQuoteEmailRequest(BaseModel):
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to: str | None = None
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subject: str | None = None
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message: str | None = None
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