Add new changes to client profile and related files

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2026-02-05 14:03:56 -07:00
parent 896c99d586
commit ea682d8cd9
11 changed files with 2761 additions and 243 deletions

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"""
Client Profile Schemas - ServiceManagerWeb
Esquemas de validación para el perfil empresarial de clientes
"""
from pydantic import BaseModel, Field, validator, EmailStr
from typing import Optional
from decimal import Decimal
from datetime import datetime
import uuid
class ClientProfileBase(BaseModel):
"""Schema base para ClientProfile."""
# === INFORMACIÓN GENERAL ===
business_name: Optional[str] = Field(None, max_length=255, description="Razón social")
commercial_name: Optional[str] = Field(None, max_length=255, description="Nombre comercial")
client_code: Optional[str] = Field(None, max_length=50, description="Clave de cliente")
client_type: Optional[str] = Field(None, max_length=50, description="Tipo de cliente")
rfc: Optional[str] = Field(None, max_length=13, description="RFC (México)")
tax_id: Optional[str] = Field(None, max_length=50, description="ID fiscal general")
# === UBICACIÓN ===
country: Optional[str] = Field(None, max_length=100, description="País")
state: Optional[str] = Field(None, max_length=100, description="Estado/Provincia")
city: Optional[str] = Field(None, max_length=100, description="Ciudad")
address: Optional[str] = Field(None, description="Dirección completa")
external_number: Optional[str] = Field(None, max_length=20, description="Número exterior")
internal_number: Optional[str] = Field(None, max_length=20, description="Número interior")
postal_code: Optional[str] = Field(None, max_length=10, description="Código postal")
neighborhood: Optional[str] = Field(None, max_length=100, description="Colonia")
# === CONTACTO ===
main_phone: Optional[str] = Field(None, max_length=20, description="Teléfono principal")
secondary_phone: Optional[str] = Field(None, max_length=20, description="Teléfono secundario")
direct_phone: Optional[str] = Field(None, max_length=20, description="Teléfono directo")
phone_extension: Optional[str] = Field(None, max_length=10, description="Extensión")
fax: Optional[str] = Field(None, max_length=20, description="Fax")
# === INFORMACIÓN ADICIONAL ===
business_hours: Optional[str] = Field(None, max_length=255, description="Horario de atención")
website: Optional[str] = Field(None, max_length=255, description="Página web")
main_email: Optional[EmailStr] = Field(None, description="Email principal")
billing_email: Optional[EmailStr] = Field(None, description="Email de facturación")
# === MARKETING ===
advertising_medium: Optional[str] = Field(None, max_length=255, description="Medio de publicidad")
nationality: Optional[str] = Field(None, max_length=100, description="Nacionalidad")
# === CONFIGURACIÓN EMPRESARIAL ===
logo_url: Optional[str] = Field(None, max_length=500, description="URL del logo")
company_representative: Optional[str] = Field(None, max_length=255, description="Representante de empresa")
legal_representative: Optional[str] = Field(None, max_length=255, description="Representante legal")
# === FINANZAS/FACTURACIÓN ===
credit_limit: Optional[Decimal] = Field(None, description="Límite de crédito")
payment_terms: Optional[str] = Field(None, max_length=100, description="Términos de pago")
preferred_currency: str = Field("MXN", max_length=3, description="Moneda preferida")
# === METADATOS ===
send_to_billing: bool = Field(False, description="Enviar a facturación")
is_active_client: bool = Field(True, description="Cliente activo")
is_prospect: bool = Field(False, description="Es prospecto")
notes: Optional[str] = Field(None, description="Notas adicionales")
@validator('rfc')
def validate_rfc(cls, v):
"""Validar formato de RFC mexicano."""
if v is None:
return v
v = v.strip().upper()
if len(v) < 10 or len(v) > 13:
raise ValueError('RFC debe tener entre 10 y 13 caracteres')
# Validación básica de formato RFC
import re
rfc_pattern = r'^[A-ZÑ&]{3,4}[0-9]{6}[A-Z0-9]{3}$'
if not re.match(rfc_pattern, v):
raise ValueError('Formato de RFC inválido')
return v
@validator('postal_code')
def validate_postal_code(cls, v):
"""Validar código postal."""
if v is None:
return v
v = v.strip()
if not v.isdigit() or len(v) != 5:
raise ValueError('Código postal debe tener 5 dígitos')
return v
@validator('website')
def validate_website(cls, v):
"""Validar formato de sitio web."""
if v is None:
return v
v = v.strip()
if not v.startswith(('http://', 'https://')):
v = f"https://{v}"
import re
url_pattern = r'^https?://.+\..+'
if not re.match(url_pattern, v):
raise ValueError('Formato de sitio web inválido')
return v
@validator('preferred_currency')
def validate_currency(cls, v):
"""Validar código de moneda."""
valid_currencies = ['MXN', 'USD', 'EUR', 'GBP', 'CAD']
if v not in valid_currencies:
raise ValueError(f'Moneda debe ser una de: {", ".join(valid_currencies)}')
return v
class ClientProfileCreate(ClientProfileBase):
"""Schema para crear un perfil de cliente."""
pass
class ClientProfileUpdate(ClientProfileBase):
"""Schema para actualizar un perfil de cliente."""
pass
class ClientProfileResponse(ClientProfileBase):
"""Schema de respuesta para ClientProfile."""
id: uuid.UUID
tenant_id: uuid.UUID
created_at: datetime
updated_at: datetime
class Config:
from_attributes = True
@property
def full_address(self) -> str:
"""Dirección completa formateada."""
address_parts = []
if self.address:
address_parts.append(self.address)
if self.external_number:
if self.internal_number:
address_parts.append(f"#{self.external_number}-{self.internal_number}")
else:
address_parts.append(f"#{self.external_number}")
if self.neighborhood:
address_parts.append(f"Col. {self.neighborhood}")
if self.city and self.state:
address_parts.append(f"{self.city}, {self.state}")
if self.postal_code:
address_parts.append(f"C.P. {self.postal_code}")
if self.country:
address_parts.append(self.country)
return ", ".join(address_parts)
@property
def display_name(self) -> str:
"""Nombre para mostrar."""
return self.commercial_name or self.business_name or "Sin nombre"
class ClientProfileSummary(BaseModel):
"""Schema resumido para listados."""
id: uuid.UUID
tenant_id: uuid.UUID
business_name: Optional[str]
commercial_name: Optional[str]
rfc: Optional[str]
client_code: Optional[str]
city: Optional[str]
state: Optional[str]
main_phone: Optional[str]
main_email: Optional[str]
is_active_client: bool
is_prospect: bool
created_at: datetime
updated_at: datetime
class Config:
from_attributes = True
@property
def display_name(self) -> str:
"""Nombre para mostrar."""
return self.commercial_name or self.business_name or "Sin nombre"