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>
123 lines
3.5 KiB
Python
123 lines
3.5 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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class InvoiceClientReviewInput(BaseModel):
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"""Resultado de la revisión de la factura por el cliente (R-F-06)."""
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approved: bool
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notes: str | None = None
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class InvoiceItemBase(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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quantity: Decimal = Field(Decimal(1), ge=0, max_digits=12, decimal_places=2)
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unit_amount: Decimal = Field(Decimal(0), ge=0, max_digits=14, decimal_places=2)
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class InvoiceItemCreate(InvoiceItemBase):
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invoice_id: int
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class InvoiceItemUpdate(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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quantity: Decimal | None = Field(None, ge=0, max_digits=12, decimal_places=2)
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unit_amount: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
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class InvoiceItemResponse(InvoiceItemBase):
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model_config = ConfigDict(from_attributes=True)
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id: int
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invoice_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_total(self) -> Decimal:
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return (self.quantity or Decimal(0)) * (self.unit_amount or Decimal(0))
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class PaymentBase(BaseModel):
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amount: Decimal = Field(..., gt=0, max_digits=14, decimal_places=2)
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payment_date: date | None = None
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method: str | None = Field(None, max_length=40)
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reference: str | None = Field(None, max_length=120)
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notes: str | None = None
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class PaymentCreate(PaymentBase):
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invoice_id: int
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class PaymentResponse(PaymentBase):
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model_config = ConfigDict(from_attributes=True)
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id: int
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invoice_id: int
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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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class InvoiceBase(BaseModel):
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reference: str | None = Field(None, max_length=40)
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shipment_id: int | None = None
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quote_id: int | None = None
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account_id: int | None = None
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currency: str = Field("MXN", max_length=3)
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issue_date: date | None = None
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due_date: date | None = None
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tax_rate: Decimal = Field(Decimal(0), ge=0, le=100, max_digits=5, decimal_places=2)
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bank_info: str | None = None
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notes: str | None = None
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owner_user_id: str | None = Field(None, max_length=64)
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class InvoiceCreate(InvoiceBase):
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pass
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class InvoiceUpdate(BaseModel):
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reference: str | None = Field(None, max_length=40)
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shipment_id: int | None = None
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quote_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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issue_date: date | None = None
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due_date: date | None = None
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tax_rate: Decimal | None = Field(None, ge=0, le=100, max_digits=5, decimal_places=2)
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bank_info: str | None = None
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notes: str | None = None
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owner_user_id: str | None = Field(None, max_length=64)
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class InvoiceResponse(InvoiceBase):
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model_config = ConfigDict(from_attributes=True)
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id: int
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case_id: int | None = None
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status: str
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subtotal: Decimal
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tax_amount: Decimal
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total: Decimal
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paid_amount: Decimal
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balance: Decimal
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ops_cost_total: Decimal | None = None
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sent_at: datetime | None = None
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paid_at: datetime | None = None
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pdf_file_key: str | None = None
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client_reviewed_at: datetime | None = None
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client_approved: bool | None = None
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review_notes: str | 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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