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>
114 lines
6.8 KiB
Python
114 lines
6.8 KiB
Python
from datetime import date, datetime
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from sqlalchemy import 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 Shipment(Base, TenantScopedMixin, TimestampMixin):
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"""Operación / Embarque (Diagrama 2). Se crea al liberar una cotización aceptada."""
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__tablename__ = "shipments"
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__table_args__ = {"schema": "ops"}
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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 de embarque
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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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quote_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("crm.quotes.id"), nullable=True, index=True
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)
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service_request_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("crm.service_requests.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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operation_type: Mapped[str | None] = mapped_column(String(20), nullable=True)
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transport_mode: Mapped[str | None] = mapped_column(String(20), nullable=True)
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service_type: Mapped[str | None] = mapped_column(String(20), nullable=True)
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incoterm: Mapped[str | None] = mapped_column(String(10), nullable=True)
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origin: Mapped[str | None] = mapped_column(String(160), nullable=True)
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destination: Mapped[str | None] = mapped_column(String(160), nullable=True)
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# abierta | booking | en_transito | arribado | entregada | cerrada | cancelada
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status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'abierta'"), index=True)
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booking_number: Mapped[str | None] = mapped_column(String(60), nullable=True)
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carrier_supplier_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("crm.suppliers.id"), nullable=True
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) # naviera / aerolínea / transportista principal
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ground_carrier_supplier_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("crm.suppliers.id"), nullable=True
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) # transporte terrestre / recolección (R-E-07)
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customs_agent_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("crm.suppliers.id"), nullable=True
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) # agente aduanal
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destination_agent_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("crm.suppliers.id"), nullable=True
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) # agente corresponsal en destino
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cutoff_date: Mapped[datetime | None] = mapped_column(DateTime, nullable=True) # Cut Off
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pickup_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True) # cita/ventana de recolección (R-E-07)
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etd: Mapped[date | None] = mapped_column(Date, nullable=True) # salida estimada
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previous_etd: Mapped[date | None] = mapped_column(Date, nullable=True) # salida previa tras reprogramación (R-E-06)
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eta: Mapped[date | None] = mapped_column(Date, nullable=True) # llegada estimada
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vessel_flight: Mapped[str | None] = mapped_column(String(120), nullable=True) # buque / vuelo
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container_number: Mapped[str | None] = mapped_column(String(60), nullable=True)
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notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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# ----- Cierre operativo (R-E-22 / disparador de facturación R-F-01) -----
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actual_cost_total: Mapped[float | None] = mapped_column(Numeric(14, 2), nullable=True) # costos finales reales
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cost_currency: Mapped[str | None] = mapped_column(String(3), nullable=True)
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closed_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True) # cierre operativo
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closed_by: Mapped[str | None] = mapped_column(String(64), 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 ShipmentEvent(Base, TenantScopedMixin, TimestampMixin):
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"""Hito / bitácora del embarque (Diagramas 2 y 3). Timeline de la operación."""
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__tablename__ = "shipment_events"
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__table_args__ = {"schema": "ops"}
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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shipment_id: Mapped[int] = mapped_column(
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Integer, ForeignKey("ops.shipments.id"), nullable=False, index=True
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)
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event_type: Mapped[str | None] = mapped_column(String(60), nullable=True) # clave del hito
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title: Mapped[str] = mapped_column(String(160), nullable=False)
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# hito | decision — un 'decision' es un punto de decisión del diagrama (rombo)
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kind: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'hito'"))
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# pendiente | completado | omitido | rechazado | en_correccion
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status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'pendiente'"))
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# Resultado de un punto de decisión: autorizado | rechazado (NULL mientras está pendiente)
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outcome: Mapped[str | None] = mapped_column(String(20), nullable=True)
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# Ciclo de corrección: el hito de re-trámite apunta a la decisión rechazada que lo originó
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parent_event_id: Mapped[int | None] = mapped_column(
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Integer, ForeignKey("ops.shipment_events.id"), nullable=True
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)
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attempt: Mapped[int] = mapped_column(Integer, nullable=False, server_default=text("1")) # número de intento
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position: Mapped[int] = mapped_column(Integer, nullable=False, server_default=text("0"))
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planned_date: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
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actual_date: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
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notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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class ShipmentDocument(Base, TenantScopedMixin, TimestampMixin):
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"""Documento de transporte del embarque (Master/House: MBL, HBL, MAWB, HAWB, CMR, etc.)."""
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__tablename__ = "shipment_documents"
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__table_args__ = {"schema": "ops"}
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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shipment_id: Mapped[int] = mapped_column(
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Integer, ForeignKey("ops.shipments.id"), nullable=False, index=True
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)
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doc_kind: Mapped[str] = mapped_column(String(10), nullable=False, server_default=text("'otro'")) # master|house|otro
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# MBL | HBL | MAWB | HAWB | CMR | factura_comercial | packing_list | carta_encomienda | carta_garantia | otro
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doc_type: Mapped[str] = mapped_column(String(30), nullable=False)
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number: Mapped[str | None] = mapped_column(String(80), nullable=True)
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issue_date: Mapped[date | None] = mapped_column(Date, nullable=True)
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file_url: Mapped[str | None] = mapped_column(String(1024), nullable=True)
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file_key: Mapped[str | None] = mapped_column(String(512), nullable=True)
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notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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