45570baccc
feat: Implement Phase 3 & 4 - AI Reports & ERP Integrations
...
## Phase 3: DeepSeek AI Integration
### AI Services (apps/api/src/services/ai/)
- DeepSeek API client with streaming, rate limiting, retries
- AI service for financial analysis, executive summaries, recommendations
- Optimized prompts for Mexican CFO digital assistant
- Redis caching for AI responses
### Report Generation (apps/api/src/services/reports/)
- ReportGenerator: monthly, quarterly, annual, custom reports
- PDF generator with corporate branding (PDFKit)
- Report templates for PYME, Startup, Enterprise
- Spanish prompts for financial narratives
- MinIO storage for generated PDFs
### AI & Reports API Routes
- POST /api/ai/analyze - Financial metrics analysis
- POST /api/ai/chat - CFO digital chat with streaming
- POST /api/reports/generate - Async report generation
- GET /api/reports/:id/download - PDF download
- BullMQ jobs for background processing
### Frontend Pages
- /reportes - Report listing with filters
- /reportes/nuevo - 3-step wizard for report generation
- /reportes/[id] - Full report viewer with charts
- /asistente - CFO Digital chat interface
- Components: ChatInterface, ReportCard, AIInsightCard
## Phase 4: ERP Integrations
### CONTPAQi Connector (SQL Server)
- Contabilidad: catalog, polizas, balanza, estado de resultados
- Comercial: clientes, proveedores, facturas, inventario
- Nominas: empleados, nominas, percepciones/deducciones
### Aspel Connector (Firebird/SQL Server)
- COI: accounting, polizas, balanza, auxiliares
- SAE: sales, purchases, inventory, A/R, A/P
- NOI: payroll, employees, receipts
- BANCO: bank accounts, movements, reconciliation
- Latin1 to UTF-8 encoding handling
### Odoo Connector (XML-RPC)
- Accounting: chart of accounts, journal entries, reports
- Invoicing: customer/vendor invoices, payments
- Partners: customers, vendors, statements
- Inventory: products, stock levels, valuations
- Multi-company and version 14-17 support
### Alegra Connector (REST API)
- Invoices, credit/debit notes with CFDI support
- Contacts with Mexican fiscal fields (RFC, regimen)
- Payments and bank reconciliation
- Financial reports: trial balance, P&L, balance sheet
- Webhook support for real-time sync
### SAP Business One Connector (OData/Service Layer)
- Session management with auto-refresh
- Financials: chart of accounts, journal entries, reports
- Sales: invoices, credit notes, delivery notes, orders
- Purchasing: bills, POs, goods receipts
- Inventory: items, stock, transfers, valuation
- Banking: accounts, payments, cash flow
### Integration Manager
- Unified interface for all connectors
- BullMQ scheduler for automated sync
- Webhook handling for real-time updates
- Migration 003_integrations.sql with sync tables
- Frontend page /integraciones for configuration
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com >
2026-01-31 11:25:17 +00:00
a9b1994c48
feat: Implement Phase 1 & 2 - Full monorepo architecture
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## Backend API (apps/api)
- Express.js server with TypeScript
- JWT authentication with access/refresh tokens
- Multi-tenant middleware (schema per tenant)
- Complete CRUD routes: auth, cfdis, transactions, contacts, categories, metrics, alerts
- SAT integration: CFDI 4.0 XML parser, FIEL authentication
- Metrics engine: 50+ financial metrics (Core, Startup, Enterprise)
- Rate limiting, CORS, Helmet security
## Frontend Web (apps/web)
- Next.js 14 with App Router
- Authentication pages: login, register, forgot-password
- Dashboard layout with Sidebar and Header
- Dashboard pages: overview, cash-flow, revenue, expenses, metrics
- Zustand stores for auth and UI state
- Theme support with flash prevention
## Database Package (packages/database)
- PostgreSQL migrations with multi-tenant architecture
- Public schema: plans, tenants, users, sessions, subscriptions
- Tenant schema: sat_credentials, cfdis, transactions, contacts, accounts, alerts
- Tenant management functions
- Seed data for plans and super admin
## Shared Package (packages/shared)
- TypeScript types: auth, tenant, financial, metrics, reports
- Zod validation schemas for all entities
- Utility functions for formatting
## UI Package (packages/ui)
- Chart components: LineChart, BarChart, AreaChart, PieChart
- Data components: DataTable, MetricCard, KPICard, AlertBadge
- PeriodSelector and Skeleton components
## Infrastructure
- Docker Compose: PostgreSQL 15, Redis 7, MinIO, Mailhog
- Makefile with 25+ development commands
- Development scripts: dev-setup.sh, dev-down.sh
- Complete .env.example template
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com >
2026-01-31 11:05:24 +00:00
