feat: Fase 1-3 completas - precios proveedor, multi-sucursal, factura global

Fase 1: Lista de precios de proveedor
- Tabla supplier_catalog_prices en master DB
- Endpoints GET/POST/PUT/DELETE /supplier-catalog/prices
- Upload CSV/Excel de precios de proveedor
- Visualizacion de supplier_price en catalogo y POS

Fase 2: Multi-sucursal completo
- Migracion v4.0: inventory.branch_id=NULL, tabla inventory_stock
- Campos fiscales en branches (RFC, regimen, CP, serie CFDI, certificados)
- Trigger trg_update_inventory_stock para sincronizar stock por sucursal
- Backend config_bp.py con CRUD de sucursales fiscales
- Backend inventory_bp.py y pos_bp.py refactorizados para inventario compartido
- Backend invoicing_bp.py usa datos fiscales de la sucursal de la venta
- Frontend config.html/js con modal de sucursales expandido

Fase 3: Factura global mensual
- Migracion v4.1: tablas global_invoice_sales, sales.global_invoiced_at
- build_global_invoice_xml() con InformacionGlobal SAT-compliant
- Servicio global_invoice.py para agrupar ventas PUE <=000
- Endpoints POST/GET /global-invoice y /global-invoice/eligible-sales
- Frontend invoicing.html/js con boton y modal de factura global
This commit is contained in:
2026-06-11 08:59:56 +00:00
parent ea29cc31c0
commit 2b73c2c6db
23 changed files with 1665 additions and 230 deletions

View File

@@ -95,8 +95,8 @@ def _clean_model_name(name):
s = re.sub(r'\s*\([^)]*\)\s*', '', s)
# Remove Roman numeral generation suffixes: I, II, III, IV, V, VI, VII, VIII, IX, X
s = re.sub(r'\s+(?:VIII|VII|VI|IV|IX|III|II|V|X|I)(?:\s|$)', ' ', s)
# Remove body type suffixes
s = re.sub(r'\s+(?:Estate|Saloon|Hatchback|Van|Coupe|Coupé|Convertible|Wagon|Pickup|Cab|Sedan|SUV|MPV|Kombi|Kasten|Bus|Box|Platform|Chassis)\b', '', s, flags=re.IGNORECASE)
# Remove body type suffixes (keep Saloon/Hatchback/Sedan/Wagon as they distinguish variants)
s = re.sub(r'\s+(?:Estate|Van|Coupe|Coupé|Convertible|Pickup|Cab|SUV|MPV|Kombi|Kasten|Bus|Box|Platform|Chassis)\b', '', s, flags=re.IGNORECASE)
# Remove truck cab/bed suffixes: CREW, EXTENDED, STANDARD, HD, etc.
s = re.sub(r'\s+(?:CREW|EXTENDED|STANDARD|CUTAWAY|PASSENGER|CARGO)\b', '', s, flags=re.IGNORECASE)
# Remove "HD", "&" suffixes that create fake variants
@@ -285,13 +285,15 @@ def get_models(master_conn, brand_id, year_id=None, brand_name=None, mye_ids=Non
# Filter to North America models only, add clean display name, deduplicate
filtered = [r for r in rows if is_na_model(brand_name, r[1])]
# Group by clean name — keep all id_models but show one display name
seen = {} # display_name → first row
# Group by (display_name, raw name) so distinct body-style variants
# (e.g. AVEO vs AVEO SALOON) remain selectable.
seen = set()
results = []
for r in filtered:
display = _clean_model_name(r[1])
if display not in seen:
seen[display] = True
key = (display, r[1])
if key not in seen:
seen.add(key)
results.append({
'id_model': r[0],
'name_model': r[1],
@@ -508,7 +510,7 @@ _SPANISH_KEYWORDS = [
(("Steering & Suspension Parts", "Sway Bars, Stabilizer Bars, Strut Rods & Parts", "Suspension Stabilizer Bar Link"),
["bieleta", "estabilizador"]),
(("Steering & Suspension Parts", "Steering Linkages, Rods & Arms", "Steering Tie Rod End"),
["terminal", "rotula direccion", "rotula de direccion"]),
["terminal", "rotula direccion", "rotula de direccion", "espiga"]),
(("Steering & Suspension Parts", "Ball Joints & Control Arms", "Suspension Ball Joint"),
["rotula"]),
(("Steering & Suspension Parts", "Ball Joints & Control Arms", "Suspension Control Arm Bushing"),
@@ -617,7 +619,7 @@ def _spanish_name_to_nexpart(name, category=None):
"""
if not name:
return None
name_lower = name.lower().replace('_', ' ')
name_lower = name.lower().replace('_', ' ').replace('\n', ' ').replace('\r', '')
# 1. Keyword match (most specific first)
for triple, keywords in _SPANISH_KEYWORDS:
@@ -1134,7 +1136,7 @@ def _local_name_matches_part_type(name, part_type_slug):
def get_parts_for_nexpart_triple(master_conn, mye_id, group_slug, subgroup_slug,
part_type_slug, tenant_conn, branch_id,
page=1, per_page=30):
page=1, per_page=30, tenant_id=None):
"""Local mode: fetch parts (aftermarket-prioritized) for a Nexpart triple.
Steps:
@@ -1242,9 +1244,14 @@ def get_parts_for_nexpart_triple(master_conn, mye_id, group_slug, subgroup_slug,
WHERE id = ANY(%s)
ORDER BY name
""", (sc_id_values,))
for row in cur.fetchall():
sc_rows = cur.fetchall()
cur.close()
sc_prices = _get_supplier_prices(master_conn, tenant_id, sc_id_values)
for row in sc_rows:
sc_id, supplier, sku, name, category, desc, img = row
result['data'].append({
item = {
'id_part': f'sc:{sc_id}',
'id_aftermarket': None,
'oem_part_number': sku,
@@ -1262,8 +1269,12 @@ def get_parts_for_nexpart_triple(master_conn, mye_id, group_slug, subgroup_slug,
'in_stock_network': False,
'price_usd': None,
'source': 'supplier_catalog',
})
cur.close()
}
p = sc_prices.get(sc_id)
if p:
item['supplier_price'] = p['price']
item['supplier_currency'] = p['currency']
result['data'].append(item)
# Sort combined list and paginate in Python
all_items = result['data']
@@ -1299,11 +1310,13 @@ def get_nexpart_part_types_for_vehicle(master_conn, mye_id, group_slug, subgroup
if not subgroup_data:
return []
# Pull a sample image for each part type — single query, all part_ids at once
# Pull a sample image for each part type — single query, all OEM part_ids at once
# Only integer IDs exist in the TecDoc parts table; skip inv: and sc: prefixed IDs.
all_part_ids = [
pid
for pids in subgroup_data.values()
for pid in pids
if isinstance(pid, int)
]
image_map = {}
if all_part_ids:
@@ -1902,7 +1915,7 @@ def _search_meili_fallback(master_conn, q, limit):
return None
def smart_search(master_conn, q, tenant_conn, branch_id, limit=50, mye_id=None):
def smart_search(master_conn, q, tenant_conn, branch_id, limit=50, mye_id=None, tenant_id=None):
"""Search parts by part number or text. Enriches with local stock.
Strategy:
@@ -1945,8 +1958,8 @@ def smart_search(master_conn, q, tenant_conn, branch_id, limit=50, mye_id=None):
break
# ── Inject supplier catalog items ───────────────────────────────────────
if tenant_conn:
supplier_items = _search_supplier_catalog(tenant_conn, q, mye_id, limit)
if master_conn:
supplier_items = _search_supplier_catalog(master_conn, q, mye_id, limit, tenant_id=tenant_id)
for si in supplier_items:
if f"sc:{si['id']}" in seen_local_ids:
continue
@@ -1957,6 +1970,8 @@ def smart_search(master_conn, q, tenant_conn, branch_id, limit=50, mye_id=None):
'image_url': si['image_url'],
'local_stock': None,
'local_price': None,
'supplier_price': si.get('supplier_price'),
'supplier_currency': si.get('supplier_currency'),
'vehicle_info': si['category'] or '',
'source': 'supplier_catalog',
})
@@ -1967,14 +1982,36 @@ def smart_search(master_conn, q, tenant_conn, branch_id, limit=50, mye_id=None):
return results
def _search_supplier_catalog(tenant_conn, q, mye_id, limit):
def _get_supplier_prices(master_conn, tenant_id, catalog_ids):
"""Return a dict catalog_id -> {price, currency} for the current active price."""
if master_conn is None or not tenant_id or not catalog_ids:
return {}
cur = master_conn.cursor()
cur.execute("""
SELECT DISTINCT ON (catalog_id)
catalog_id, price, currency
FROM supplier_catalog_prices
WHERE tenant_id = %s AND catalog_id = ANY(%s) AND is_active = true
AND (effective_to IS NULL OR effective_to >= CURRENT_DATE)
ORDER BY catalog_id, effective_from DESC
""", (tenant_id, list(catalog_ids)))
prices = {}
for r in cur.fetchall():
prices[r[0]] = {'price': float(r[1]) if r[1] is not None else None,
'currency': r[2] or 'MXN'}
cur.close()
return prices
def _search_supplier_catalog(master_conn, q, mye_id, limit, tenant_id=None):
"""Search supplier catalog items by SKU or name.
If mye_id is provided, only returns items compatible with that vehicle.
Enriches each item with the tenant-specific supplier price when tenant_id is given.
"""
if tenant_conn is None:
if master_conn is None:
return []
cur = tenant_conn.cursor()
cur = master_conn.cursor()
clean_q = q.replace(' ', '').upper()
_SQL_UNACCENT = """
@@ -2016,10 +2053,19 @@ def _search_supplier_catalog(tenant_conn, q, mye_id, limit):
rows = cur.fetchall()
cur.close()
return [
{'id': r[0], 'sku': r[1], 'name': r[2], 'image_url': r[3], 'category': r[4]}
for r in rows
]
catalog_ids = [r[0] for r in rows]
prices = _get_supplier_prices(master_conn, tenant_id, catalog_ids)
results = []
for r in rows:
item = {'id': r[0], 'sku': r[1], 'name': r[2], 'image_url': r[3], 'category': r[4]}
p = prices.get(r[0])
if p:
item['supplier_price'] = p['price']
item['supplier_currency'] = p['currency']
results.append(item)
return results
def _search_local_inventory(tenant_conn, q, mye_id, branch_id, limit):

View File

@@ -464,3 +464,130 @@ def build_pago_xml(payment, tenant_config, customer, original_uuid):
return etree.tostring(root, xml_declaration=True, encoding='UTF-8',
pretty_print=True).decode('utf-8')
def build_global_invoice_xml(sales, tenant_config, year, month):
"""Build CFDI 4.0 XML for a monthly global invoice (Factura Global).
Groups multiple cash sales (PUE, <= $2,000 each, no individual CFDI)
into a single CFDI tipo Ingreso with InformacionGlobal.
Args:
sales: list of dicts with keys:
id, subtotal, discount_total, tax_total, total,
items: [{name, quantity, unit_price, discount_amount,
tax_rate, tax_amount, subtotal,
clave_prod_serv, clave_unidad}]
tenant_config: dict with keys:
rfc, razon_social, regimen_fiscal, cp, serie (optional)
year: int, e.g. 2026
month: int, e.g. 6
Returns:
str: XML string (unsigned, ready for Horux)
"""
nsmap = {
'cfdi': CFDI_NS,
'xsi': XSI_NS,
}
# Aggregate totals
total_subtotal = Decimal('0')
total_discount = Decimal('0')
total_tax = Decimal('0')
total_total = Decimal('0')
for sale in sales:
total_subtotal += _to_dec(sale.get('subtotal', 0))
total_discount += _to_dec(sale.get('discount_total', 0))
total_tax += _to_dec(sale.get('tax_total', 0))
total_total += _to_dec(sale.get('total', 0))
root = etree.Element(f'{{{CFDI_NS}}}Comprobante', nsmap=nsmap)
root.set(f'{{{XSI_NS}}}schemaLocation', CFDI_SCHEMA_LOCATION)
root.set('Version', '4.0')
root.set('Serie', tenant_config.get('serie', 'FG'))
root.set('Folio', f'{year}{month:02d}')
root.set('Fecha', datetime.now().strftime('%Y-%m-%dT%H:%M:%S'))
root.set('FormaPago', '01') # Efectivo (most common for global)
root.set('SubTotal', _format_amount(total_subtotal))
if total_discount > 0:
root.set('Descuento', _format_amount(total_discount))
root.set('Moneda', 'MXN')
root.set('Total', _format_amount(total_total))
root.set('TipoDeComprobante', 'I') # Ingreso
root.set('Exportacion', '01')
root.set('MetodoPago', 'PUE')
root.set('LugarExpedicion', tenant_config.get('cp', '00000'))
# InformacionGlobal (monthly global invoice)
info_global = _make_element(root, 'InformacionGlobal')
info_global.set('Periodicidad', '04') # Mensual
info_global.set('Meses', f'{month:02d}')
info_global.set('Anio', str(year))
# Emisor
emisor = _make_element(root, 'Emisor')
emisor.set('Rfc', tenant_config['rfc'])
emisor.set('Nombre', tenant_config['razon_social'])
emisor.set('RegimenFiscal', tenant_config.get('regimen_fiscal', '601'))
# Receptor: Publico en general
receptor = _make_element(root, 'Receptor')
receptor.set('Rfc', RFC_PUBLICO_GENERAL)
receptor.set('Nombre', 'PUBLICO EN GENERAL')
receptor.set('DomicilioFiscalReceptor', tenant_config.get('cp', '00000'))
receptor.set('RegimenFiscalReceptor', '616')
receptor.set('UsoCFDI', 'S01')
# Conceptos: one per sale item (simplified)
conceptos = _make_element(root, 'Conceptos')
for sale in sales:
for item in sale.get('items', []):
qty = int(item.get('quantity', 1))
unit_price = _to_dec(item.get('unit_price', 0))
discount_amount = _to_dec(item.get('discount_amount', 0))
tax_rate = _to_dec(item.get('tax_rate', '0.16'))
tax_amount = _to_dec(item.get('tax_amount', 0))
importe = (unit_price * qty).quantize(TWO, ROUND_HALF_UP)
base = (importe - discount_amount).quantize(TWO, ROUND_HALF_UP)
concepto = _make_element(conceptos, 'Concepto')
concepto.set('ClaveProdServ', item.get('clave_prod_serv') or '25174800')
concepto.set('NoIdentificacion', item.get('part_number') or str(sale['id']))
concepto.set('Cantidad', str(qty))
concepto.set('ClaveUnidad', item.get('clave_unidad') or 'H87')
concepto.set('Unidad', 'PZA')
concepto.set('Descripcion', item.get('name') or 'Autoparte')
concepto.set('ValorUnitario', _format_amount(unit_price))
concepto.set('Importe', _format_amount(importe))
concepto.set('ObjetoImp', '02')
if discount_amount > 0:
concepto.set('Descuento', _format_amount(discount_amount))
impuestos_concepto = _make_element(concepto, 'Impuestos')
traslados_concepto = _make_element(impuestos_concepto, 'Traslados')
traslado = _make_element(traslados_concepto, 'Traslado')
traslado.set('Base', _format_amount(base))
traslado.set('Impuesto', '002')
traslado.set('TipoFactor', 'Tasa')
traslado.set('TasaOCuota', _format_rate(tax_rate))
traslado.set('Importe', _format_amount(tax_amount))
# Impuestos totales
impuestos = _make_element(root, 'Impuestos')
impuestos.set('TotalImpuestosTrasladados', _format_amount(total_tax))
traslados = _make_element(impuestos, 'Traslados')
traslado_total = _make_element(traslados, 'Traslado')
traslado_total.set('Base', _format_amount(total_subtotal))
traslado_total.set('Impuesto', '002')
traslado_total.set('TipoFactor', 'Tasa')
traslado_total.set('TasaOCuota', '0.160000')
traslado_total.set('Importe', _format_amount(total_tax))
return etree.tostring(root, xml_declaration=True, encoding='UTF-8',
pretty_print=True).decode('utf-8')

View File

@@ -0,0 +1,210 @@
# /home/Autopartes/pos/services/global_invoice.py
"""Global invoice (Factura Global) service.
Groups cash sales (PUE, <= $2,000, no individual CFDI) into a single
monthly CFDI with InformacionGlobal per SAT requirements.
"""
from datetime import datetime
from decimal import Decimal
from services.cfdi_builder import build_global_invoice_xml
from services.cfdi_queue import enqueue_cfdi, _generate_provisional_folio
def get_eligible_sales(conn, year, month, branch_id=None, max_total=2000):
"""Find sales eligible for global invoicing.
Criteria:
- Payment method: PUE (paid in full)
- Total <= max_total
- No individual CFDI stamped
- Not already included in a global invoice
- Created in the given year/month
- Optionally filtered by branch_id
Returns:
list of sale dicts with items
"""
cur = conn.cursor()
# Find eligible sale IDs
sql = """
SELECT s.id
FROM sales s
WHERE s.metodo_pago_sat = 'PUE'
AND s.total <= %s
AND s.status = 'completed'
AND s.global_invoiced_at IS NULL
AND EXTRACT(YEAR FROM s.created_at) = %s
AND EXTRACT(MONTH FROM s.created_at) = %s
AND NOT EXISTS (
SELECT 1 FROM cfdi_queue c
WHERE c.sale_id = s.id AND c.status = 'stamped'
)
"""
params = [max_total, year, month]
if branch_id:
sql += " AND s.branch_id = %s"
params.append(branch_id)
sql += " ORDER BY s.created_at ASC"
cur.execute(sql, params)
sale_ids = [r[0] for r in cur.fetchall()]
if not sale_ids:
cur.close()
return []
# Load sale details with items
sales = []
for sale_id in sale_ids:
cur.execute("""
SELECT id, branch_id, customer_id, employee_id, sale_type,
payment_method, subtotal, discount_total, tax_total, total,
metodo_pago_sat, forma_pago_sat, status, created_at
FROM sales WHERE id = %s
""", (sale_id,))
row = cur.fetchone()
if not row:
continue
sale = {
'id': row[0], 'branch_id': row[1], 'customer_id': row[2],
'employee_id': row[3], 'sale_type': row[4],
'payment_method': row[5],
'subtotal': float(row[6]) if row[6] else 0,
'discount_total': float(row[7]) if row[7] else 0,
'tax_total': float(row[8]) if row[8] else 0,
'total': float(row[9]) if row[9] else 0,
'metodo_pago_sat': row[10] or 'PUE',
'forma_pago_sat': row[11] or '01',
'status': row[12],
'created_at': str(row[13]),
'items': [],
}
cur.execute("""
SELECT id, inventory_id, part_number, name, quantity, unit_price,
unit_cost, discount_pct, discount_amount, tax_rate, tax_amount,
subtotal, clave_prod_serv, clave_unidad
FROM sale_items WHERE sale_id = %s ORDER BY id
""", (sale_id,))
for r in cur.fetchall():
sale['items'].append({
'id': r[0], 'inventory_id': r[1], 'part_number': r[2],
'name': r[3], 'quantity': r[4],
'unit_price': float(r[5]) if r[5] else 0,
'unit_cost': float(r[6]) if r[6] else 0,
'discount_pct': float(r[7]) if r[7] else 0,
'discount_amount': float(r[8]) if r[8] else 0,
'tax_rate': float(r[9]) if r[9] else 0.16,
'tax_amount': float(r[10]) if r[10] else 0,
'subtotal': float(r[11]) if r[11] else 0,
'clave_prod_serv': r[12] or '25174800',
'clave_unidad': r[13] or 'H87',
})
sales.append(sale)
cur.close()
return sales
def generate_global_invoice(conn, tenant_config, year, month, branch_id=None,
max_total=2000, employee_id=None):
"""Generate a global invoice for the given month.
Args:
conn: psycopg2 connection
tenant_config: dict with rfc, razon_social, regimen_fiscal, cp, serie
year: int
month: int
branch_id: optional branch filter
max_total: max sale total to include (default $2,000)
employee_id: optional employee ID for audit
Returns:
dict: {id, status, sales_count, total, xml, provisional_folio}
or {error, message} if no eligible sales
"""
sales = get_eligible_sales(conn, year, month, branch_id, max_total)
if not sales:
return {'error': 'NO_ELIGIBLE_SALES',
'message': f'No hay ventas elegibles para factura global de {month:02d}/{year}'}
xml = build_global_invoice_xml(sales, tenant_config, year, month)
# Enqueue with sale_id=NULL (global invoice)
result = enqueue_cfdi(conn, None, 'ingreso', xml)
cfdi_id = result['id']
cur = conn.cursor()
# Link sales to global invoice
for sale in sales:
cur.execute("""
INSERT INTO global_invoice_sales (global_invoice_id, sale_id)
VALUES (%s, %s)
ON CONFLICT DO NOTHING
""", (cfdi_id, sale['id']))
# Mark sale as globally invoiced
cur.execute("""
UPDATE sales SET global_invoiced_at = NOW() WHERE id = %s
""", (sale['id'],))
conn.commit()
cur.close()
return {
'id': cfdi_id,
'status': 'pending',
'sales_count': len(sales),
'total': sum(s['total'] for s in sales),
'provisional_folio': result['provisional_folio'],
'xml': xml,
}
def get_global_invoice_status(conn, cfdi_id):
"""Get status of a global invoice including linked sales."""
cur = conn.cursor()
cur.execute("""
SELECT id, status, uuid_fiscal, provisional_folio, error_message,
created_at, stamped_at
FROM cfdi_queue WHERE id = %s
""", (cfdi_id,))
row = cur.fetchone()
if not row:
cur.close()
return None
result = {
'id': row[0], 'status': row[1], 'uuid_fiscal': row[2],
'provisional_folio': row[3], 'error_message': row[4],
'created_at': str(row[5]), 'stamped_at': str(row[6]) if row[6] else None,
'sales': [],
}
cur.execute("""
SELECT s.id, s.total, s.created_at
FROM global_invoice_sales gis
JOIN sales s ON s.id = gis.sale_id
WHERE gis.global_invoice_id = %s
ORDER BY s.created_at ASC
""", (cfdi_id,))
for r in cur.fetchall():
result['sales'].append({
'id': r[0], 'total': float(r[1]) if r[1] else 0,
'created_at': str(r[2]),
})
cur.close()
return result

View File

@@ -25,22 +25,23 @@ def _safe_g(attr, default=None):
def get_stock(conn, inventory_id, branch_id=None):
"""Get current stock for an inventory item. Optionally filter by branch.
Uses Redis cache first, then inventory_stock_summary, falls back to
PostgreSQL SUM query.
Uses Redis cache first, then inventory_stock (per-branch) or
inventory_stock_summary (total), falls back to PostgreSQL SUM query.
"""
# Try Redis first
cached = get_cached_stock(inventory_id, branch_id)
if cached is not None:
return cached
# Use inventory_stock_summary (O(1) lookup)
cur = conn.cursor()
if branch_id:
# Per-branch stock from inventory_stock
cur.execute(
"SELECT stock FROM inventory_stock_summary WHERE inventory_id = %s AND branch_id = %s",
"SELECT stock FROM inventory_stock WHERE inventory_id = %s AND branch_id = %s",
(inventory_id, branch_id)
)
else:
# Total stock from inventory_stock_summary
cur.execute(
"SELECT stock FROM inventory_stock_summary WHERE inventory_id = %s",
(inventory_id,)
@@ -73,13 +74,14 @@ def get_stock(conn, inventory_id, branch_id=None):
def get_stock_bulk(conn, branch_id=None):
"""Get stock for all items. Returns dict {inventory_id: stock_quantity}.
Uses inventory_stock_summary for O(1) bulk lookup.
Uses inventory_stock (per-branch) or inventory_stock_summary (total)
for O(1) bulk lookup.
"""
cur = conn.cursor()
if branch_id:
cur.execute("""
SELECT inventory_id, stock
FROM inventory_stock_summary WHERE branch_id = %s
FROM inventory_stock WHERE branch_id = %s
""", (branch_id,))
else:
cur.execute("""