- 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>
175 lines
5.8 KiB
Python
175 lines
5.8 KiB
Python
from datetime import date, datetime
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from decimal import Decimal
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from typing import Literal
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from pydantic import BaseModel, ConfigDict, Field
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class ShipmentBase(BaseModel):
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reference: str | None = Field(None, max_length=40)
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quote_id: int | None = None
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service_request_id: int | None = None
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account_id: int | None = None
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operation_type: str | None = Field(None, max_length=20)
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transport_mode: str | None = Field(None, max_length=20)
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service_type: str | None = Field(None, max_length=20)
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incoterm: str | None = Field(None, max_length=10)
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origin: str | None = Field(None, max_length=160)
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destination: str | None = Field(None, max_length=160)
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status: str = Field("abierta", max_length=20)
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booking_number: str | None = Field(None, max_length=60)
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carrier_supplier_id: int | None = None
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ground_carrier_supplier_id: int | None = None
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customs_agent_id: int | None = None
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destination_agent_id: int | None = None
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cutoff_date: datetime | None = None
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pickup_at: datetime | None = None
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etd: date | None = None
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previous_etd: date | None = None
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eta: date | None = None
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vessel_flight: str | None = Field(None, max_length=120)
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container_number: str | None = Field(None, max_length=60)
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notes: str | None = None
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actual_cost_total: Decimal | None = None
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cost_currency: str | None = Field(None, max_length=3)
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owner_user_id: str | None = Field(None, max_length=64)
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class ShipmentCreate(ShipmentBase):
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pass
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class ShipmentUpdate(BaseModel):
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reference: str | None = Field(None, max_length=40)
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account_id: int | None = None
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operation_type: str | None = Field(None, max_length=20)
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transport_mode: str | None = Field(None, max_length=20)
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service_type: str | None = Field(None, max_length=20)
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incoterm: str | None = Field(None, max_length=10)
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origin: str | None = Field(None, max_length=160)
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destination: str | None = Field(None, max_length=160)
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status: str | None = Field(None, max_length=20)
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booking_number: str | None = Field(None, max_length=60)
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carrier_supplier_id: int | None = None
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ground_carrier_supplier_id: int | None = None
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customs_agent_id: int | None = None
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destination_agent_id: int | None = None
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cutoff_date: datetime | None = None
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pickup_at: datetime | None = None
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etd: date | None = None
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eta: date | None = None
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vessel_flight: str | None = Field(None, max_length=120)
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container_number: str | None = Field(None, max_length=60)
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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 ShipmentRescheduleInput(BaseModel):
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"""Reprogramación de salida cuando no se alcanza el Cut Off (R-E-06)."""
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etd: date | None = None
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cutoff_date: datetime | None = None
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reason: str | None = None
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class ShipmentCloseInput(BaseModel):
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"""Cierre operativo del embarque con costos finales (R-E-22)."""
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actual_cost_total: Decimal = Field(..., ge=0)
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cost_currency: str = Field("MXN", max_length=3)
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notes: str | None = None
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class ShipmentResponse(ShipmentBase):
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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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closed_at: datetime | None = None
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closed_by: 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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class ShipmentEventBase(BaseModel):
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shipment_id: int
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event_type: str | None = Field(None, max_length=60)
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title: str = Field(..., min_length=1, max_length=160)
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kind: str = Field("hito", max_length=20) # hito | decision
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status: str = Field("pendiente", max_length=20)
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outcome: str | None = Field(None, max_length=20) # autorizado | rechazado
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parent_event_id: int | None = None
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attempt: int = Field(1, ge=1)
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position: int = Field(0, ge=0)
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planned_date: datetime | None = None
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actual_date: datetime | None = None
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notes: str | None = None
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class ShipmentEventCreate(ShipmentEventBase):
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pass
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class ShipmentEventUpdate(BaseModel):
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event_type: str | None = Field(None, max_length=60)
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title: str | None = Field(None, min_length=1, max_length=160)
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kind: str | None = Field(None, max_length=20)
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status: str | None = Field(None, max_length=20)
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position: int | None = Field(None, ge=0)
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planned_date: datetime | None = None
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actual_date: datetime | None = None
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notes: str | None = None
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class ShipmentEventDecisionInput(BaseModel):
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"""Resultado de un punto de decisión del flujo (R-E-13, R-E-05, R-I-06)."""
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outcome: Literal["autorizado", "rechazado"]
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notes: str | None = None
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class ShipmentEventResponse(ShipmentEventBase):
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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_at: datetime
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updated_at: datetime
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class ShipmentDocumentBase(BaseModel):
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shipment_id: int
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doc_kind: str = Field("otro", max_length=10)
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doc_type: str = Field(..., max_length=30)
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number: str | None = Field(None, max_length=80)
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issue_date: date | None = None
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file_url: str | None = Field(None, max_length=1024)
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file_key: str | None = Field(None, max_length=512)
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notes: str | None = None
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class ShipmentDocumentCreate(ShipmentDocumentBase):
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pass
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class ShipmentDocumentUpdate(BaseModel):
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doc_kind: str | None = Field(None, max_length=10)
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doc_type: str | None = Field(None, max_length=30)
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number: str | None = Field(None, max_length=80)
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issue_date: date | None = None
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file_url: str | None = Field(None, max_length=1024)
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file_key: str | None = Field(None, max_length=512)
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notes: str | None = None
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class ShipmentDocumentResponse(ShipmentDocumentBase):
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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_at: datetime
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updated_at: datetime
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