3ea8d5f3ef
- Crea el módulo faltante permissions/seed_v2.py (register_core_permissions), que sync_permissions y bootstrap_super_admin importan; sin él ambos fallaban con ImportError y el auto-bootstrap dev quedaba inoperante. - seed: ensure_company (a76.company id=1, requerida por la FK de company_roles) y seed_carril_roles (Ventas, Operaciones, Facturación, Consulta) con sus permisos; pobla el PermissionRegistry importando los permisos de cada dominio. - Verificado end-to-end: con enforcement activo el usuario dev auto-bootstrapea a super_admin y crm/ops/fin responden 200 (no 403). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
471 lines
20 KiB
Python
471 lines
20 KiB
Python
"""Seed de datos para el CRM en desarrollo.
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Idempotente: se puede correr varias veces sin duplicar. Puebla:
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1. Tenant dev (core.tenants id=1) — requerido por la FK tenant_id de las tablas crm.
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2. Embudo por defecto "Ventas" + 6 etapas (catálogo del pipeline).
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3. Datos de ejemplo: cuentas, contactos, prospectos, oportunidades y actividades.
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Ejecutar dentro del contenedor backend:
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docker compose exec backend python seed_crm.py
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Los datos usan valores dummy (RFC XAXX010101000, etc.); no incluir datos reales.
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"""
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from datetime import datetime, timedelta, timezone
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from api.v1.modules.core.tenants.models import Tenant, TenantType
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from api.v1.modules.crm.accounts.models import Account
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from api.v1.modules.crm.activities.models import Activity
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from api.v1.modules.crm.addresses.models import Address
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from api.v1.modules.crm.contacts.models import Contact
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from api.v1.modules.crm.documents.models import Document
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from api.v1.modules.crm.leads.models import Lead
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from api.v1.modules.crm.opportunities.models import Opportunity
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from api.v1.modules.crm.pipelines.models import Pipeline, PipelineStage
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from api.v1.modules.crm.quotes.models import Quote, QuoteItem
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from api.v1.modules.crm.service_requests.models import ServiceRequest
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from api.v1.modules.crm.suppliers.models import Supplier
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from api.v1.modules.ops.shipments.models import Shipment, ShipmentDocument, ShipmentEvent
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from api.v1.modules.ops.shipments import service as shipments_service
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from api.v1.modules.ops.shipments.dto import ShipmentCloseInput, ShipmentEventDecisionInput
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from api.v1.modules.fin.invoices.models import Invoice
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from api.v1.modules.fin.invoices import service as invoices_service
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from api.v1.modules.fin.invoices.dto import PaymentCreate
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from api.v1.modules.core.permissions.models import CompanyRole, Permission, RolePermission
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from api.v1.modules.core.permissions.service import PermissionService
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# Efecto secundario: poblar el PermissionRegistry con los permisos de cada dominio
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import api.v1.modules.crm.permissions # noqa: F401
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import api.v1.modules.ops.permissions # noqa: F401
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import api.v1.modules.fin.permissions # noqa: F401
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from core.database import CoreSessionLocal
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# Deben coincidir con DEV_LOCAL_AUTH_TENANT_ID / DEV_LOCAL_AUTH_COMPANY_ID
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TENANT_ID = 1
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COMPANY_ID = 1
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RFC_DUMMY = "XAXX010101000" # RFC genérico dummy (política de datos)
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STAGE_DEFS = [
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# (nombre, probabilidad, is_won, is_lost)
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("Prospecto", 10, False, False),
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("Contactado", 25, False, False),
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("Propuesta", 50, False, False),
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("Negociación", 75, False, False),
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("Ganada", 100, True, False),
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("Perdida", 0, False, True),
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]
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def ensure_tenant(db) -> Tenant:
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tenant = db.query(Tenant).filter(Tenant.id == TENANT_ID).first()
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if tenant:
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print(f"• Tenant id={TENANT_ID} ya existe ({tenant.name})")
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return tenant
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tenant = Tenant(
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id=TENANT_ID,
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name="Aduanasoft (dev)",
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slug="dev",
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keycloak_realm="master",
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type=TenantType.SHARED,
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is_active=True,
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)
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db.add(tenant)
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db.commit()
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# Alinear la secuencia para que futuros inserts no colisionen con el id explícito
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db.execute(
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__import__("sqlalchemy").text(
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"SELECT setval('core.tenants_id_seq', (SELECT MAX(id) FROM core.tenants))"
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)
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)
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db.commit()
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print(f"✓ Tenant dev creado (id={TENANT_ID})")
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return tenant
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def ensure_pipeline(db):
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pipeline = (
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db.query(Pipeline)
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.filter(
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Pipeline.tenant_id == TENANT_ID,
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Pipeline.company_id == COMPANY_ID,
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Pipeline.deleted_at.is_(None),
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)
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.first()
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)
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if pipeline:
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stages = (
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db.query(PipelineStage)
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.filter(
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PipelineStage.pipeline_id == pipeline.id,
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PipelineStage.deleted_at.is_(None),
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)
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.order_by(PipelineStage.position.asc())
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.all()
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)
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print(f"• Embudo '{pipeline.name}' ya existe ({len(stages)} etapas)")
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return pipeline, stages
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pipeline = Pipeline(name="Ventas", is_default=True, tenant_id=TENANT_ID, company_id=COMPANY_ID)
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db.add(pipeline)
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db.flush()
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stages = []
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for position, (name, probability, is_won, is_lost) in enumerate(STAGE_DEFS):
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stage = PipelineStage(
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pipeline_id=pipeline.id,
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name=name,
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position=position,
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probability=probability,
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is_won=is_won,
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is_lost=is_lost,
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tenant_id=TENANT_ID,
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company_id=COMPANY_ID,
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)
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db.add(stage)
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stages.append(stage)
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db.commit()
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for stage in stages:
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db.refresh(stage)
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print(f"✓ Embudo 'Ventas' + {len(stages)} etapas creados")
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return pipeline, stages
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def seed_sample_data(db, pipeline, stages) -> None:
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has_accounts = (
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db.query(Account)
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.filter(
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Account.tenant_id == TENANT_ID,
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Account.company_id == COMPANY_ID,
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Account.deleted_at.is_(None),
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)
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.first()
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)
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if has_accounts:
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print("• Ya existen cuentas; se omiten los datos de ejemplo")
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return
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accounts_data = [
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dict(name="Maquiladora del Norte SA de CV", trade_name="MaqNorte", rfc=RFC_DUMMY,
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account_type="immex", status="active", city="Tijuana", state="Baja California",
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email="contacto@ejemplo.mx", phone="6640000000"),
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dict(name="Importadora Pacífico SA de CV", trade_name="ImpPacífico", rfc=RFC_DUMMY,
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account_type="importador", status="active", city="Manzanillo", state="Colima"),
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dict(name="Agencia Aduanal López y Asociados", account_type="agencia_aduanal",
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patente_aduanal="0000", status="active", city="Nuevo Laredo", state="Tamaulipas"),
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dict(name="Transportes Frontera", account_type="transportista", status="prospect",
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city="Ciudad Juárez", state="Chihuahua"),
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]
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accounts = [Account(**d, tenant_id=TENANT_ID, company_id=COMPANY_ID) for d in accounts_data]
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db.add_all(accounts)
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db.flush()
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contacts_data = [
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dict(account=accounts[0], first_name="María", last_name="Pérez",
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job_title="Gerente de Comercio Exterior", email="maria@ejemplo.mx",
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phone="6640000001", is_primary=True),
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dict(account=accounts[1], first_name="Jorge", last_name="Ramírez",
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job_title="Director de Logística", email="jorge@ejemplo.mx", is_primary=True),
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dict(account=accounts[2], first_name="Luis", last_name="López",
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job_title="Agente Aduanal", email="luis@ejemplo.mx", is_primary=True),
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]
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for d in contacts_data:
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account = d.pop("account")
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db.add(Contact(**d, account_id=account.id, tenant_id=TENANT_ID, company_id=COMPANY_ID))
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leads_data = [
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dict(name="Interés en módulo de pedimentos", company_name="Comercializadora Bajío",
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contact_name="Ana Torres", email="ana@ejemplo.mx", source="web", status="new",
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estimated_value=45000),
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dict(name="Demo solicitada Anexo 24", company_name="Ensambles del Golfo",
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contact_name="Pedro Gómez", source="evento", status="contacted",
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estimated_value=80000),
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]
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for d in leads_data:
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db.add(Lead(**d, tenant_id=TENANT_ID, company_id=COMPANY_ID))
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open_stages = [s for s in stages if not s.is_won and not s.is_lost] or stages
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opportunities_data = [
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dict(name="Licencia Anexo 76 - MaqNorte", account=accounts[0], amount=150000, stage=open_stages[0]),
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dict(name="Suite completa - Importadora Pacífico", account=accounts[1], amount=320000, stage=open_stages[min(1, len(open_stages) - 1)]),
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dict(name="Módulo de saldos - López y Asociados", account=accounts[2], amount=90000, stage=open_stages[min(2, len(open_stages) - 1)]),
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dict(name="Renovación anual - MaqNorte", account=accounts[0], amount=60000, stage=open_stages[min(3, len(open_stages) - 1)]),
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]
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for d in opportunities_data:
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account = d.pop("account")
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stage = d.pop("stage")
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db.add(Opportunity(
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**d, account_id=account.id, pipeline_id=pipeline.id, stage_id=stage.id,
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probability=stage.probability, currency="MXN", status="open",
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tenant_id=TENANT_ID, company_id=COMPANY_ID,
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))
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now = datetime.now(timezone.utc)
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activities_data = [
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dict(activity_type="call", subject="Llamada de seguimiento MaqNorte", status="pending",
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due_date=now + timedelta(days=1), account=accounts[0]),
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dict(activity_type="meeting", subject="Demo Importadora Pacífico", status="pending",
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due_date=now + timedelta(days=3), account=accounts[1]),
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dict(activity_type="task", subject="Enviar cotización a López y Asociados",
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status="completed", completed_at=now, account=accounts[2]),
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]
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for d in activities_data:
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account = d.pop("account")
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db.add(Activity(**d, account_id=account.id, tenant_id=TENANT_ID, company_id=COMPANY_ID))
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db.commit()
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print("✓ Datos de ejemplo: 4 cuentas, 3 contactos, 2 prospectos, 4 oportunidades, 3 actividades")
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def seed_suppliers_and_related(db) -> None:
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"""Proveedores + direcciones/documentos/contactos (clientes y proveedores)."""
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if db.query(Supplier).filter(Supplier.tenant_id == TENANT_ID, Supplier.company_id == COMPANY_ID, Supplier.deleted_at.is_(None)).first():
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print("• Ya existen proveedores; se omite el seed de catálogos")
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return
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suppliers_data = [
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dict(name="Naviera del Golfo SA de CV", trade_name="NavGolfo", rfc=RFC_DUMMY,
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classifications=["naviera", "agente_carga"], coverage="internacional",
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countries=["MX", "US", "PA"], ports=["Veracruz", "Manzanillo"],
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quote_currency="USD", status="active"),
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dict(name="Agencia Aduanal Reyes y Asociados", rfc=RFC_DUMMY,
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classifications=["agente_aduanal"], coverage="nacional",
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customs=["Nuevo Laredo", "Colombia"], status="active"),
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]
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suppliers = [Supplier(**d, tenant_id=TENANT_ID, company_id=COMPANY_ID) for d in suppliers_data]
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db.add_all(suppliers)
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db.flush()
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first_account = (
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db.query(Account)
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.filter(Account.tenant_id == TENANT_ID, Account.company_id == COMPANY_ID, Account.deleted_at.is_(None))
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.order_by(Account.id.asc())
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.first()
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)
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# Direcciones (múltiples): proveedor + cliente
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db.add(Address(supplier_id=suppliers[0].id, address_type="oficina", street="Malecón 100",
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neighborhood="Centro", postal_code="91700", city="Veracruz", state="Veracruz",
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is_primary=True, tenant_id=TENANT_ID, company_id=COMPANY_ID))
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if first_account:
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db.add(Address(account_id=first_account.id, address_type="fiscal", street="Blvd. Industrial 500",
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neighborhood="Otay", postal_code="22000", city="Tijuana", state="Baja California",
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is_primary=True, tenant_id=TENANT_ID, company_id=COMPANY_ID))
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db.add(Address(account_id=first_account.id, address_type="bodega", street="Camino a la Presa 12",
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city="Tijuana", state="Baja California", tenant_id=TENANT_ID, company_id=COMPANY_ID))
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# Documentos
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db.add(Document(supplier_id=suppliers[0].id, doc_type="constancia_fiscal",
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name="Constancia de Situación Fiscal - NavGolfo", tenant_id=TENANT_ID, company_id=COMPANY_ID))
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if first_account:
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db.add(Document(account_id=first_account.id, doc_type="acta_constitutiva",
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name="Acta Constitutiva - MaqNorte", tenant_id=TENANT_ID, company_id=COMPANY_ID))
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# Contacto de proveedor (con área y flags)
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db.add(Contact(supplier_id=suppliers[0].id, first_name="Rosa", last_name="Díaz", area="Ventas",
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job_title="Ejecutiva de cuenta", email="rosa@ejemplo.mx", phone="2290000000",
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is_primary=True, receives_quotes=True, tenant_id=TENANT_ID, company_id=COMPANY_ID))
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db.commit()
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print("✓ 2 proveedores, 3 direcciones, 2 documentos y 1 contacto de proveedor")
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def seed_commercial_and_ops(db) -> None:
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"""Demo del flujo comercial: Solicitud → Cotización (aceptada) → Embarque liberado."""
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if db.query(ServiceRequest).filter(
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ServiceRequest.tenant_id == TENANT_ID, ServiceRequest.company_id == COMPANY_ID,
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ServiceRequest.deleted_at.is_(None),
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).first():
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print("• Ya existe flujo comercial; se omite")
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return
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account = (
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db.query(Account)
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.filter(Account.tenant_id == TENANT_ID, Account.company_id == COMPANY_ID, Account.deleted_at.is_(None))
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.order_by(Account.id.asc())
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.first()
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)
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account_id = account.id if account else None
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# 1. Solicitud de servicio (RFQ)
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sr = ServiceRequest(
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reference="SOL-0001", account_id=account_id, operation_type="exportacion",
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transport_mode="maritimo", service_type="puerta_puerta", incoterm="FOB",
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origin="Manzanillo, MX", destination="Long Beach, US", cargo_type="Carga general",
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load_type="FCL", container_equipment="1x40'HC", status="cotizada",
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tenant_id=TENANT_ID, company_id=COMPANY_ID,
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)
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db.add(sr)
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db.flush()
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# 2. Cotización aceptada con conceptos
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quote = Quote(
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reference="COT-0001", service_request_id=sr.id, account_id=account_id, currency="USD",
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status="aceptada", tenant_id=TENANT_ID, company_id=COMPANY_ID,
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)
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db.add(quote)
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db.flush()
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items = [
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("flete_internacional", 1, 1800, 2200),
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("transporte_terrestre", 1, 350, 500),
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("despacho_aduanal", 1, 200, 320),
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]
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total_cost = total_sale = 0
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for concept, qty, cost, sale in items:
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db.add(QuoteItem(quote_id=quote.id, concept=concept, quantity=qty, unit_cost=cost,
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unit_sale=sale, currency="USD", tenant_id=TENANT_ID, company_id=COMPANY_ID))
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total_cost += qty * cost
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total_sale += qty * sale
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quote.total_cost = total_cost
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quote.total_sale = total_sale
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sr.status = "liberada"
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# 3. Embarque liberado a Operaciones
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shipment = Shipment(
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reference="EMB-0001", quote_id=quote.id, service_request_id=sr.id, account_id=account_id,
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operation_type=sr.operation_type, transport_mode=sr.transport_mode, service_type=sr.service_type,
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incoterm=sr.incoterm, origin=sr.origin, destination=sr.destination,
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status="booking", booking_number="BKG-778812", tenant_id=TENANT_ID, company_id=COMPANY_ID,
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)
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db.add(shipment)
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db.flush()
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db.add(ShipmentDocument(shipment_id=shipment.id, doc_kind="master", doc_type="MBL",
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number="MBLU12345678", tenant_id=TENANT_ID, company_id=COMPANY_ID))
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db.commit()
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print("✓ Flujo comercial: 1 solicitud, 1 cotización aceptada (3 conceptos), 1 embarque + documento MBL")
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def seed_invoicing_and_events(db) -> None:
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"""Factura desde el embarque (con pago parcial) + hitos de la bitácora."""
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from decimal import Decimal
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if db.query(Invoice).filter(
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Invoice.tenant_id == TENANT_ID, Invoice.company_id == COMPANY_ID, Invoice.deleted_at.is_(None)
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).first():
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print("• Ya existe facturación; se omite")
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return
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shipment = (
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db.query(Shipment)
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.filter(Shipment.tenant_id == TENANT_ID, Shipment.company_id == COMPANY_ID, Shipment.deleted_at.is_(None))
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.order_by(Shipment.id.asc())
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.first()
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)
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if not shipment:
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print("• Sin embarque; se omite facturación")
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return
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# Bitácora de hitos (según tipo de operación, incluye puntos de decisión)
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events = shipments_service.seed_default_milestones(db, shipment.id, TENANT_ID, COMPANY_ID)
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# Resolver los puntos de decisión como autorizados y completar los hitos simples,
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# para poder cerrar operativamente el embarque.
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for ev in events:
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if ev.kind == "decision":
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shipments_service.decide_shipment_event(
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db, ev.id, ShipmentEventDecisionInput(outcome="autorizado"), TENANT_ID, COMPANY_ID
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)
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else:
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shipments_service.complete_shipment_event(db, ev.id, TENANT_ID, COMPANY_ID)
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# Cierre operativo con costos finales (dispara la facturación — R-F-01/R-E-22)
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shipments_service.close_shipment(
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db, shipment.id,
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ShipmentCloseInput(actual_cost_total=Decimal("2350"), cost_currency="USD", notes="Cierre demo"),
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TENANT_ID, COMPANY_ID,
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)
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# Factura generada desde el embarque cerrado (toma conceptos de la cotización)
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invoice = invoices_service.generate_from_shipment(db, shipment.id, TENANT_ID, COMPANY_ID)
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invoices_service.emit_invoice(db, invoice.id, TENANT_ID, COMPANY_ID)
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invoices_service.create_payment(
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db, PaymentCreate(invoice_id=invoice.id, amount=Decimal("1000"), method="transferencia", reference="SPEI-001"),
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TENANT_ID, COMPANY_ID,
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|
)
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|
print("✓ Embarque cerrado, factura emitida con pago parcial + bitácora con decisiones resueltas")
|
|
|
|
|
|
# Carriles del proceso (R-T-07): a qué módulos/acciones puede acceder cada rol.
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|
# clave = (code, nombre); valor = función que decide si un permiso pertenece al rol.
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|
def _carril_roles() -> dict:
|
|
# cada función recibe el CÓDIGO del permiso (str) y decide si pertenece al carril
|
|
return {
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|
("ventas", "Ventas"): lambda c: c.startswith("crm.") or c in {"ops.access", "ops.shipment.view"},
|
|
("operaciones", "Operaciones"): lambda c: c.startswith("ops.")
|
|
or c in {"crm.access", "crm.account.view", "crm.quote.view", "crm.service_request.view", "fin.access", "fin.invoice.view"},
|
|
("facturacion", "Facturación"): lambda c: c.startswith("fin.")
|
|
or c in {"ops.access", "ops.shipment.view", "crm.access", "crm.account.view"},
|
|
("consulta", "Consulta"): lambda c: c.endswith(".access") or c.endswith(".view"),
|
|
}
|
|
|
|
|
|
def ensure_company(db) -> None:
|
|
"""Garantiza la empresa dev (a76.company id=1), requerida por la FK company_id de
|
|
los roles/permisos (core.company_roles → a76.company). La plantilla no la crea."""
|
|
from sqlalchemy import text
|
|
|
|
exists = db.execute(text("SELECT 1 FROM a76.company WHERE id = :id"), {"id": COMPANY_ID}).first()
|
|
if exists:
|
|
print(f"• Empresa id={COMPANY_ID} ya existe (a76.company)")
|
|
return
|
|
db.execute(
|
|
text("INSERT INTO a76.company (id, tenant_id) VALUES (:id, :tid)"),
|
|
{"id": COMPANY_ID, "tid": TENANT_ID},
|
|
)
|
|
db.execute(text("SELECT setval('a76.company_id_seq', (SELECT MAX(id) FROM a76.company))"))
|
|
db.commit()
|
|
print(f"✓ Empresa demo id={COMPANY_ID} creada (a76.company)")
|
|
|
|
|
|
def seed_carril_roles(db) -> None:
|
|
"""Crea los roles por carril del proceso con sus permisos (R-T-07). Idempotente."""
|
|
# Poblar el catálogo de permisos desde el registry de código
|
|
PermissionService(db).sync_permissions()
|
|
all_perms = db.query(Permission).filter(Permission.is_active == True).all() # noqa: E712
|
|
|
|
created = 0
|
|
for (code, name), belongs in _carril_roles().items():
|
|
role = (
|
|
db.query(CompanyRole)
|
|
.filter(CompanyRole.company_id == COMPANY_ID, CompanyRole.tenant_id == TENANT_ID, CompanyRole.code == code)
|
|
.first()
|
|
)
|
|
if not role:
|
|
role = CompanyRole(
|
|
company_id=COMPANY_ID, tenant_id=TENANT_ID, name=name, code=code,
|
|
description=f"Rol de carril: {name}", is_active=True,
|
|
)
|
|
db.add(role)
|
|
db.flush()
|
|
created += 1
|
|
existing_perm_ids = {
|
|
pid for (pid,) in db.query(RolePermission.permission_id).filter(RolePermission.company_role_id == role.id)
|
|
}
|
|
for perm in all_perms:
|
|
if belongs(perm.code) and perm.id not in existing_perm_ids:
|
|
db.add(RolePermission(
|
|
company_role_id=role.id, permission_id=perm.id,
|
|
tenant_id=TENANT_ID, company_id=COMPANY_ID,
|
|
))
|
|
db.commit()
|
|
print(f"✓ Roles por carril sembrados (nuevos: {created}) — Ventas, Operaciones, Facturación, Consulta")
|
|
|
|
|
|
def main() -> None:
|
|
db = CoreSessionLocal()
|
|
try:
|
|
ensure_tenant(db)
|
|
pipeline, stages = ensure_pipeline(db)
|
|
seed_sample_data(db, pipeline, stages)
|
|
seed_suppliers_and_related(db)
|
|
seed_commercial_and_ops(db)
|
|
seed_invoicing_and_events(db)
|
|
ensure_company(db)
|
|
seed_carril_roles(db)
|
|
print("\nSeed CRM completado.")
|
|
finally:
|
|
db.close()
|
|
|
|
|
|
if __name__ == "__main__":
|
|
main()
|