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>
88 lines
4.9 KiB
Python
88 lines
4.9 KiB
Python
from datetime import date, datetime
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from sqlalchemy import Boolean, Date, DateTime, ForeignKey, Integer, Numeric, String, Text, text
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from sqlalchemy.orm import Mapped, mapped_column
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from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
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from core.database import Base
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class Invoice(Base, TenantScopedMixin, TimestampMixin):
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"""Factura (Diagrama 4). Integra los costos de la operación para cobro al cliente."""
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__tablename__ = "invoices"
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__table_args__ = {"schema": "fin"}
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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reference: Mapped[str | None] = mapped_column(String(40), nullable=True, index=True) # folio
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case_id: Mapped[int | None] = mapped_column(Integer, ForeignKey("crm.cases.id"), nullable=True, index=True) # expediente
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shipment_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("ops.shipments.id"), nullable=True, index=True
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)
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quote_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("crm.quotes.id"), nullable=True
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)
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account_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("crm.accounts.id"), nullable=True, index=True
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)
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currency: Mapped[str] = mapped_column(String(3), nullable=False, server_default=text("'MXN'"))
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# borrador | emitida | enviada | en_revision_cliente | pagada | cancelada
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status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'borrador'"), index=True)
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issue_date: Mapped[date | None] = mapped_column(Date, nullable=True)
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due_date: Mapped[date | None] = mapped_column(Date, nullable=True)
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subtotal: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
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tax_rate: Mapped[float] = mapped_column(Numeric(5, 2), nullable=False, server_default=text("0")) # % IVA
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tax_amount: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
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total: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
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paid_amount: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
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balance: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
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# Costos reales de la operación traídos de Operaciones al cierre (R-F-02)
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ops_cost_total: Mapped[float | None] = mapped_column(Numeric(14, 2), nullable=True)
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bank_info: Mapped[str | None] = mapped_column(Text, nullable=True) # datos bancarios
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notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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sent_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
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paid_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
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# ----- Envío al cliente (R-F-05): PDF almacenado en MinIO -----
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pdf_file_key: Mapped[str | None] = mapped_column(String(512), nullable=True)
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# ----- Revisión del cliente (R-F-06) -----
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client_reviewed_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
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client_approved: Mapped[bool | None] = mapped_column(Boolean, nullable=True)
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review_notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
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created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
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updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
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class InvoiceItem(Base, TenantScopedMixin, TimestampMixin):
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"""Concepto de una factura (transporte, flete, despacho, gastos en destino, otros)."""
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__tablename__ = "invoice_items"
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__table_args__ = {"schema": "fin"}
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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invoice_id: Mapped[int] = mapped_column(
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Integer, ForeignKey("fin.invoices.id"), nullable=False, index=True
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)
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concept: Mapped[str] = mapped_column(String(60), nullable=False)
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description: Mapped[str | None] = mapped_column(String(255), nullable=True)
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quantity: Mapped[float] = mapped_column(Numeric(12, 2), nullable=False, server_default=text("1"))
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unit_amount: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
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class Payment(Base, TenantScopedMixin, TimestampMixin):
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"""Pago (cobranza) aplicado a una factura."""
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__tablename__ = "payments"
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__table_args__ = {"schema": "fin"}
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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invoice_id: Mapped[int] = mapped_column(
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Integer, ForeignKey("fin.invoices.id"), nullable=False, index=True
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)
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amount: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False)
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payment_date: Mapped[date | None] = mapped_column(Date, nullable=True)
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# transferencia | efectivo | cheque | tarjeta | otro
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method: Mapped[str | None] = mapped_column(String(40), nullable=True)
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reference: Mapped[str | None] = mapped_column(String(120), nullable=True)
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notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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