Files
CRM_AGENTES_CARGA/backend/api/v1/modules/crm/accounts/service.py
Aduanasoft b12af1a561 feat(crm): catálogos Clientes/Prospectos (enriquecido) y Proveedores + direcciones/documentos
Alinea el dominio al spec de catálogos:
- accounts (Clientes/Prospectos): tipo registro/persona, CURP, clasificación
  comercial, bloque fiscal (régimen, CFDI, pago, crédito), auditoría, notas internas
- suppliers (Proveedores): clasificación múltiple, cobertura, países/puertos/
  aeropuertos/aduanas (JSON), fiscal
- addresses y documents: tablas compartidas con FK a cliente o proveedor
- contacts enriquecidos (extensión, whatsapp, área, flags "recibe…", supplier_id)
- migración a7b8c9d0e1f2 (ALTER + CREATE) con downgrade completo
- permisos supplier/address/document; seed de datos actualizado
- 39 tests pytest en verde

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-14 16:19:13 -06:00

91 lines
2.6 KiB
Python

from datetime import datetime, timezone
from fastapi import HTTPException, status
from sqlalchemy.orm import Session
from .dto import AccountCreate, AccountUpdate
from .models import Account
def get_accounts(
db: Session,
tenant_id: int,
company_id: int,
search: str | None = None,
account_status: str | None = None,
record_type: str | None = None,
) -> list[Account]:
query = db.query(Account).filter(
Account.tenant_id == tenant_id,
Account.company_id == company_id,
Account.deleted_at.is_(None),
)
if search:
pattern = f"%{search}%"
query = query.filter(
Account.name.ilike(pattern)
| Account.trade_name.ilike(pattern)
| Account.rfc.ilike(pattern)
)
if account_status:
query = query.filter(Account.status == account_status)
if record_type:
query = query.filter(Account.record_type == record_type)
return query.order_by(Account.name.asc()).all()
def get_account(db: Session, account_id: int, tenant_id: int, company_id: int) -> Account:
account = (
db.query(Account)
.filter(
Account.id == account_id,
Account.tenant_id == tenant_id,
Account.company_id == company_id,
Account.deleted_at.is_(None),
)
.first()
)
if not account:
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Cliente no encontrado")
return account
def create_account(
db: Session, payload: AccountCreate, tenant_id: int, company_id: int, user_id: str | None = None
) -> Account:
account = Account(
**payload.model_dump(),
tenant_id=tenant_id,
company_id=company_id,
created_by=user_id,
updated_by=user_id,
)
db.add(account)
db.commit()
db.refresh(account)
return account
def update_account(
db: Session,
account_id: int,
payload: AccountUpdate,
tenant_id: int,
company_id: int,
user_id: str | None = None,
) -> Account:
account = get_account(db, account_id, tenant_id, company_id)
for field, value in payload.model_dump(exclude_unset=True).items():
setattr(account, field, value)
account.updated_by = user_id
db.commit()
db.refresh(account)
return account
def delete_account(db: Session, account_id: int, tenant_id: int, company_id: int) -> None:
account = get_account(db, account_id, tenant_id, company_id)
# Soft delete: conserva el histórico comercial del cliente
account.deleted_at = datetime.now(timezone.utc)
db.commit()