rckrdmrd
62cfcdb9c9
- Add database schemas and seeds directories - Add CONTEXT-MAP.yml and ENVIRONMENT-INVENTORY.yml - Add propagacion-fase8 directory - Update CONTEXTO-PROYECTO.md and DEPENDENCIAS-SHARED.yml 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
296 lines
7.1 KiB
Markdown
296 lines
7.1 KiB
Markdown
# FASE 6: Plan Refinado - ERP Clínicas
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**Proyecto:** erp-clinicas
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**Fecha:** 2026-01-04
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**Estado:** Completado
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**Base:** FASE-5-ANALISIS-DEPENDENCIAS.md
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---
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## 1. Estructura Final de Archivos
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### 1.1 DDL Schemas
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| # | Archivo | Líneas | Tablas | ENUMs |
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|---|---------|--------|--------|-------|
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| 1 | `04-financial-ext-schema-ddl.sql` | ~130 | 4 | 2 |
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| 2 | `05-hr-ext-fase8-schema-ddl.sql` | ~320 | 11 | 3 |
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| 3 | `06-inventory-ext-fase8-schema-ddl.sql` | ~160 | 5 | 0 |
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| 4 | `07-purchase-ext-fase8-schema-ddl.sql` | ~120 | 1 | 0 |
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| 5 | `08-clinica-ext-fase8-schema-ddl.sql` | ~80 | 2 | 0 |
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| **Total** | | **~810** | **23** | **5** |
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### 1.2 Seed Data
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| # | Archivo | Registros | Tipo |
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|---|---------|-----------|------|
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| 1 | `00-removal-strategies.sql` | 4 | Global |
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| 2 | `01-clinica-skills.sql` | ~40 | Tenant |
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| 3 | `02-clinica-catalogos.sql` | ~25 | Tenant |
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| **Total** | | **~69** | |
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---
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## 2. Contenido Detallado por Archivo
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### 2.1 04-financial-ext-schema-ddl.sql
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```
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Schemas: financial
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ENUMs:
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- payment_method_type (inbound, outbound)
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- reconcile_model_type (writeoff_button, writeoff_suggestion, invoice_matching)
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Tablas:
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1. payment_term_lines
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- id, tenant_id, payment_term_id, value_type, value, days
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- day_of_month, applies_to, sequence, created_at
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2. payment_methods
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- id, tenant_id, name, code, payment_type
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- aplica_seguro, requiere_factura, porcentaje_seguro
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- active, created_at
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3. reconcile_models
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- id, tenant_id, name, rule_type, auto_reconcile
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- match_partner, match_amount, tolerance
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- created_at
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4. reconcile_model_lines
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- id, tenant_id, model_id, sequence, account_id
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- amount_type, amount_value, label
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- created_at
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RLS: payment_methods, payment_term_lines, reconcile_models
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Índices: 6
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```
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### 2.2 05-hr-ext-fase8-schema-ddl.sql
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```
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Schemas: hr
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ENUMs:
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- expense_status (draft, submitted, approved, posted, paid, rejected)
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- resume_line_type (experience, education, certification, internal)
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- payslip_status (draft, verify, done, cancel)
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Tablas:
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1. work_locations (12 campos)
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2. skill_types (4 campos)
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3. skills (7 campos) + codigo_ssa, requiere_cedula
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4. skill_levels (6 campos)
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5. employee_skills (7 campos)
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6. expense_sheets (12 campos) + paciente_id, cita_id
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7. expenses (15 campos)
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8. employee_resume_lines (10 campos)
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9. payslip_structures (7 campos) + tipo_pago
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10. payslips (15 campos) + consultorio_id
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11. payslip_lines (10 campos)
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RLS: work_locations, skill_types, skills, skill_levels,
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expense_sheets, expenses, payslip_structures, payslips
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Índices: 18
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```
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### 2.3 06-inventory-ext-fase8-schema-ddl.sql
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```
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Schemas: inventory
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ENUMs: (ninguno)
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Tablas:
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1. package_types (10 campos)
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2. packages (12 campos) + lote, fecha_caducidad, laboratorio, registro_sanitario
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3. storage_categories (12 campos) + requiere_refrigeracion, temperatura, es_controlado
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4. putaway_rules (10 campos)
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5. removal_strategies (5 campos)
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RLS: package_types, packages, storage_categories, putaway_rules
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Índices: 8
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```
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### 2.4 07-purchase-ext-fase8-schema-ddl.sql
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```
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Schemas: purchase
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ENUMs: (ninguno)
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Tablas:
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1. product_supplierinfo (14 campos)
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- Extensiones: aplica_iva, requiere_receta, tiempo_entrega_dias
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Funciones:
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1. action_create_stock_moves(UUID)
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RLS: product_supplierinfo
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Índices: 4
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```
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### 2.5 08-clinica-ext-fase8-schema-ddl.sql
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```
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Schemas: clinica (extensión)
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ENUMs: (ninguno)
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Tablas:
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1. personal_clinica
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- id, tenant_id, employee_id, consultorio_id
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- rol, vigencia_desde, vigencia_hasta
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- es_titular, horario, created_at
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2. ratings
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- id, tenant_id, consultation_id, patient_id, doctor_id
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- rating, feedback, rated_at
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- created_at
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RLS: personal_clinica, ratings
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Índices: 5
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```
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---
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## 3. Seeds Detallados
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### 3.1 00-removal-strategies.sql
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```sql
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INSERT INTO inventory.removal_strategies (code, name, description)
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VALUES
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('fifo', 'First In First Out', 'Por fecha de entrada'),
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('lifo', 'Last In First Out', 'Por fecha más reciente'),
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('fefo', 'First Expired First Out', 'Por fecha de caducidad'),
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('closest', 'Closest Location', 'Por ubicación más cercana')
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ON CONFLICT (code) DO NOTHING;
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```
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### 3.2 01-clinica-skills.sql
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```sql
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-- Tipos de habilidad médica
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skill_types: Especialidad, Certificación, Subespecialidad, Curso, Idioma
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-- Niveles
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skill_levels: Residente, Especialista, Subespecialista, Fellow (4 x 5 tipos)
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-- Skills específicos por tipo
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Especialidad: Medicina General, Pediatría, Ginecología, Cardiología, etc.
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Certificación: COFEPRIS, SSA, Consejo de Especialidad
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```
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### 3.3 02-clinica-catalogos.sql
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```sql
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-- Categorías de almacén
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storage_categories: Farmacia General, Refrigerados, Controlados, Material Quirúrgico
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-- Tipos de paquete
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package_types: Caja Medicamentos, Blister, Frasco, Ampolleta, Bolsa Suero
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-- Métodos de pago
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payment_methods: Efectivo, Tarjeta, Transferencia, Seguro GMM, Seguro GMA
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-- Estructuras de nómina
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payslip_structures: Nómina Quincenal, Honorarios, Guardia
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```
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---
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## 4. Orden de Ejecución Refinado
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### 4.1 Script de Ejecución
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```bash
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#!/bin/bash
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# ejecutar-fase8-clinicas.sh
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DB_NAME="erp_clinicas"
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SCRIPTS_DIR="database/schemas"
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SEEDS_DIR="database/seeds/fase8"
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echo "=== FASE 8: ERP Clínicas ==="
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# DDL Schemas
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echo "1. Financial extensions..."
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psql -d $DB_NAME -f $SCRIPTS_DIR/04-financial-ext-schema-ddl.sql
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echo "2. HR extensions..."
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psql -d $DB_NAME -f $SCRIPTS_DIR/05-hr-ext-fase8-schema-ddl.sql
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echo "3. Inventory extensions..."
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psql -d $DB_NAME -f $SCRIPTS_DIR/06-inventory-ext-fase8-schema-ddl.sql
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echo "4. Purchase extensions..."
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psql -d $DB_NAME -f $SCRIPTS_DIR/07-purchase-ext-fase8-schema-ddl.sql
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echo "5. Clinica extensions..."
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psql -d $DB_NAME -f $SCRIPTS_DIR/08-clinica-ext-fase8-schema-ddl.sql
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# Seeds globales
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echo "6. Seeds globales..."
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psql -d $DB_NAME -f $SEEDS_DIR/00-removal-strategies.sql
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echo "=== Seeds por tenant (requiere tenant_id) ==="
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# SET app.current_tenant_id = 'UUID';
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# psql -d $DB_NAME -f $SEEDS_DIR/01-clinica-skills.sql
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# psql -d $DB_NAME -f $SEEDS_DIR/02-clinica-catalogos.sql
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echo "=== COMPLETADO ==="
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```
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---
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## 5. Validación Pre-Ejecución
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### 5.1 Checklist
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- [x] Schemas base existen
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- [x] Tablas core existen (opcional)
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- [x] Tablas clinica base existen
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- [x] Usuario tiene permisos DDL
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- [x] Conexión a base de datos
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- [x] Backups realizados
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### 5.2 Comandos de Verificación
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```sql
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-- Verificar schemas
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SELECT schema_name FROM information_schema.schemata
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WHERE schema_name IN ('financial', 'hr', 'inventory', 'purchase', 'clinica');
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-- Verificar tablas clinica existentes
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SELECT table_name FROM information_schema.tables
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WHERE table_schema = 'clinica';
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-- Verificar tenant_id
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SELECT current_setting('app.current_tenant_id', true);
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```
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---
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## 6. Métricas Finales
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| Métrica | Valor |
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| Archivos DDL | 5 |
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| Archivos seed | 3 |
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| Tablas nuevas | 23 |
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| ENUMs nuevos | 5 |
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| Funciones nuevas | 1 |
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| Índices nuevos | 41 |
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| RLS policies | 18 |
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| Líneas SQL totales | ~900 |
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---
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## 7. Próximos Pasos
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1. ✅ Plan refinado completado
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2. ⏳ FASE 7: Crear archivos DDL y seed
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3. ⏳ FASE 8: Validación final
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---
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**Estado:** FASE 6 COMPLETADA
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**Siguiente:** FASE 7 - Ejecución
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**Fecha:** 2026-01-04
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