Jair Cedillo
f4ef6a037d
Cierra las decisiones pendientes 1 y 5. Agrega sat.cfdi_uses con su endpoint de solo lectura y amarra la ficha del cliente a los catálogos del SAT con crm.accounts.tax_regime_id y cfdi_use_id. Las columnas de texto libre tax_regime y cfdi_use se conservan intactas: la migración hace un backfill conservador que solo resuelve lo inequívoco (la clave del catálogo, o la descripción exacta sin distinguir mayúsculas ni espacios) y deja en NULL lo que no case, porque deducir el régimen de un receptor a partir de texto libre provoca CFDI rechazados. La UI muestra el texto anterior junto al selector para que el usuario elija la clave que corresponde. El selector de régimen se acota al tipo de persona de la cuenta, y el service valida ambas claves contra el catálogo. sync_catalogs ahora omite los catálogos cuya tabla todavía no existe: al correr el historial desde cero, la migración anterior la invoca antes de que se creen los catálogos agregados después. Las claves de c_UsoCFDI quedan pendientes de validación con el área Fiscal antes de producción, igual que el subset de c_ClaveProdServ; no se cargaron las banderas de persona física/moral ni la compatibilidad por régimen. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
109 lines
3.3 KiB
Python
109 lines
3.3 KiB
Python
from datetime import datetime, timezone
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from fastapi import HTTPException, status
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from sqlalchemy.orm import Session
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from api.v1.modules.fin.catalogs.models import CfdiUse, TaxRegime
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from .dto import AccountCreate, AccountUpdate
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from .models import Account
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def _validate_sat_refs(db: Session, data: dict) -> None:
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"""Verifica las claves del SAT del receptor antes de guardar la cuenta."""
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for field, model, msg in [
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("tax_regime_id", TaxRegime, "El régimen fiscal indicado no existe en el catálogo del SAT"),
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("cfdi_use_id", CfdiUse, "El uso de CFDI indicado no existe en el catálogo del SAT"),
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]:
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value = data.get(field)
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if field in data and value is not None:
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if db.query(model.id).filter(model.id == value).first() is None:
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raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail=msg)
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def get_accounts(
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db: Session,
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tenant_id: int,
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company_id: int,
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search: str | None = None,
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account_status: str | None = None,
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record_type: str | None = None,
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) -> list[Account]:
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query = db.query(Account).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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if search:
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pattern = f"%{search}%"
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query = query.filter(
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Account.name.ilike(pattern)
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| Account.trade_name.ilike(pattern)
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| Account.rfc.ilike(pattern)
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)
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if account_status:
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query = query.filter(Account.status == account_status)
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if record_type:
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query = query.filter(Account.record_type == record_type)
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return query.order_by(Account.name.asc()).all()
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def get_account(db: Session, account_id: int, tenant_id: int, company_id: int) -> Account:
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account = (
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db.query(Account)
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.filter(
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Account.id == account_id,
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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 not account:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Cliente no encontrado")
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return account
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def create_account(
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db: Session, payload: AccountCreate, tenant_id: int, company_id: int, user_id: str | None = None
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) -> Account:
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data = payload.model_dump()
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_validate_sat_refs(db, data)
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account = Account(
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**data,
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tenant_id=tenant_id,
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company_id=company_id,
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created_by=user_id,
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updated_by=user_id,
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)
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db.add(account)
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db.commit()
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db.refresh(account)
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return account
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def update_account(
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db: Session,
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account_id: int,
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payload: AccountUpdate,
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tenant_id: int,
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company_id: int,
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user_id: str | None = None,
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) -> Account:
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account = get_account(db, account_id, tenant_id, company_id)
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data = payload.model_dump(exclude_unset=True)
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_validate_sat_refs(db, data)
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for field, value in data.items():
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setattr(account, field, value)
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account.updated_by = user_id
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db.commit()
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db.refresh(account)
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return account
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def delete_account(db: Session, account_id: int, tenant_id: int, company_id: int) -> None:
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account = get_account(db, account_id, tenant_id, company_id)
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# Soft delete: conserva el histórico comercial del cliente
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account.deleted_at = datetime.now(timezone.utc)
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db.commit()
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