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>
89 lines
5.0 KiB
Python
89 lines
5.0 KiB
Python
from datetime import date, datetime
|
|
|
|
from sqlalchemy import Date, DateTime, ForeignKey, Integer, Numeric, String, Text, text
|
|
from sqlalchemy.orm import Mapped, mapped_column
|
|
|
|
from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
|
|
from core.database import Base
|
|
|
|
|
|
class Quote(Base, TenantScopedMixin, TimestampMixin):
|
|
"""Cotización (Diagrama 1, pasos 7-9). Integra los conceptos de costo/venta."""
|
|
|
|
__tablename__ = "quotes"
|
|
__table_args__ = {"schema": "crm"}
|
|
|
|
id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
|
|
reference: Mapped[str | None] = mapped_column(String(40), nullable=True, index=True)
|
|
case_id: Mapped[int | None] = mapped_column(Integer, ForeignKey("crm.cases.id"), nullable=True, index=True) # expediente
|
|
service_request_id: Mapped[int | None] = mapped_column(
|
|
Integer, ForeignKey("crm.service_requests.id"), nullable=True, index=True
|
|
)
|
|
account_id: Mapped[int | None] = mapped_column(
|
|
Integer, ForeignKey("crm.accounts.id"), nullable=True, index=True
|
|
)
|
|
currency: Mapped[str] = mapped_column(String(3), nullable=False, server_default=text("'USD'"))
|
|
# Variante de carga cuando la solicitud es "Ambas": FCL | LCL (NULL si no aplica)
|
|
load_type: Mapped[str | None] = mapped_column(String(10), nullable=True)
|
|
# borrador | enviada | aceptada | rechazada
|
|
status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'borrador'"), index=True)
|
|
issue_date: Mapped[date | None] = mapped_column(Date, nullable=True)
|
|
valid_until: Mapped[date | None] = mapped_column(Date, nullable=True)
|
|
total_cost: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
|
|
total_sale: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
|
|
sent_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
|
|
accepted_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
|
|
rejected_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
|
|
notes: Mapped[str | None] = mapped_column(Text, nullable=True)
|
|
terms: Mapped[str | None] = mapped_column(Text, nullable=True)
|
|
owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
|
|
# Clave del PDF generado en MinIO (para regenerar/enviar)
|
|
pdf_file_key: Mapped[str | None] = mapped_column(String(512), nullable=True)
|
|
created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
|
|
updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
|
|
|
|
|
|
class QuoteSettings(Base, TenantScopedMixin, TimestampMixin):
|
|
"""Configuración de marca del formato de cotización, por compañía (tenant).
|
|
|
|
Encabezado del emisor, logo y textos por defecto que se imprimen en el PDF.
|
|
"""
|
|
|
|
__tablename__ = "quote_settings"
|
|
__table_args__ = {"schema": "crm"}
|
|
|
|
id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
|
|
emitter_name: Mapped[str | None] = mapped_column(String(255), nullable=True)
|
|
emitter_rfc: Mapped[str | None] = mapped_column(String(13), nullable=True)
|
|
emitter_address: Mapped[str | None] = mapped_column(Text, nullable=True)
|
|
emitter_phone: Mapped[str | None] = mapped_column(String(60), nullable=True)
|
|
emitter_email: Mapped[str | None] = mapped_column(String(255), nullable=True)
|
|
emitter_website: Mapped[str | None] = mapped_column(String(255), nullable=True)
|
|
logo_file_key: Mapped[str | None] = mapped_column(String(512), nullable=True)
|
|
accent_color: Mapped[str | None] = mapped_column(String(9), nullable=True, server_default=text("'#2f6bf0'"))
|
|
quote_prefix: Mapped[str | None] = mapped_column(String(12), nullable=True, server_default=text("'COT'"))
|
|
default_terms: Mapped[str | None] = mapped_column(Text, nullable=True)
|
|
footer_note: Mapped[str | None] = mapped_column(Text, nullable=True)
|
|
|
|
|
|
class QuoteItem(Base, TenantScopedMixin, TimestampMixin):
|
|
"""Concepto de una cotización (flete, transporte terrestre, despacho, gastos destino, otros)."""
|
|
|
|
__tablename__ = "quote_items"
|
|
__table_args__ = {"schema": "crm"}
|
|
|
|
id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
|
|
quote_id: Mapped[int] = mapped_column(
|
|
Integer, ForeignKey("crm.quotes.id"), nullable=False, index=True
|
|
)
|
|
# flete_internacional | transporte_terrestre | despacho_aduanal | gastos_destino | otros
|
|
concept: Mapped[str] = mapped_column(String(60), nullable=False)
|
|
description: Mapped[str | None] = mapped_column(String(255), nullable=True)
|
|
supplier_id: Mapped[int | None] = mapped_column(
|
|
Integer, ForeignKey("crm.suppliers.id"), nullable=True
|
|
)
|
|
quantity: Mapped[float] = mapped_column(Numeric(12, 2), nullable=False, server_default=text("1"))
|
|
unit_cost: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
|
|
unit_sale: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
|
|
currency: Mapped[str | None] = mapped_column(String(3), nullable=True)
|