erp-clinicas/orchestration/propagacion-fase8/FASE-2-ANALISIS-DETALLADO.md

# FASE 2: Análisis Detallado - ERP Clínicas

**Proyecto:** erp-clinicas
**Fecha:** 2026-01-04
**Estado:** Completado
**Base:** FASE-1-ANALISIS-INICIAL.md

---

## 1. Análisis de Dependencias

### 1.1 Dependencias de ERP-Core

| Schema | Tabla | Requerida | Uso |
|--------|-------|-----------|-----|
| core | tenants | ✅ | Multi-tenant |
| core | partners | ✅ | Pacientes/proveedores |
| core | users | ✅ | Usuarios sistema |
| hr | employees | ✅ | Personal médico |
| hr | departments | ✅ | Áreas de clínica |
| financial | accounts | ⚠️ | Contabilidad |
| financial | journals | ⚠️ | Diarios contables |
| financial | payment_terms | ✅ | Términos de pago |
| inventory | products | ⚠️ | Medicamentos/insumos |
| inventory | warehouses | ⚠️ | Farmacia/bodega |

### 1.2 Dependencias Internas

```
clinica.specialties
    └── clinica.doctors (specialty_id)
        └── clinica.appointment_slots (doctor_id)
            └── clinica.appointments (slot_id)

clinica.patients
    ├── clinica.patient_contacts (patient_id)
    ├── clinica.patient_insurance (patient_id)
    ├── clinica.appointments (patient_id)
    └── clinica.medical_records (patient_id)
        └── clinica.consultations (record_id)
            ├── clinica.vital_signs (consultation_id)
            ├── clinica.diagnoses (consultation_id)
            └── clinica.prescriptions (consultation_id)
                └── clinica.prescription_items (prescription_id)
```

---

## 2. Detalle de Correcciones por Módulo

### 2.1 Financial - Extensiones

#### COR-035: payment_term_lines

```sql
CREATE TABLE financial.payment_term_lines (
    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
    tenant_id UUID NOT NULL,
    payment_term_id UUID REFERENCES financial.payment_terms(id),
    value_type VARCHAR(20) NOT NULL, -- 'percent', 'balance', 'fixed'
    value NUMERIC(10,2) DEFAULT 0,
    days INTEGER DEFAULT 0,
    day_of_month INTEGER,
    applies_to VARCHAR(50), -- 'consulta', 'procedimiento', 'laboratorio'
    sequence INTEGER DEFAULT 10,
    created_at TIMESTAMPTZ DEFAULT NOW()
);
```

#### COR-037: payment_methods

```sql
CREATE TABLE financial.payment_methods (
    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
    tenant_id UUID NOT NULL,
    name VARCHAR(100) NOT NULL,
    code VARCHAR(20) NOT NULL,
    payment_type financial.payment_method_type NOT NULL,
    -- Extensiones clínica
    aplica_seguro BOOLEAN DEFAULT false,
    requiere_factura BOOLEAN DEFAULT false,
    porcentaje_seguro NUMERIC(5,2) DEFAULT 0,
    active BOOLEAN DEFAULT true,
    created_at TIMESTAMPTZ DEFAULT NOW(),
    UNIQUE(tenant_id, code)
);
```

### 2.2 Inventory - Extensiones

#### COR-042: storage_categories (Clínica)

```sql
CREATE TABLE inventory.storage_categories (
    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
    tenant_id UUID NOT NULL,
    name VARCHAR(100) NOT NULL,
    max_weight NUMERIC(10,2),
    allow_new_product VARCHAR(20) DEFAULT 'mixed',
    -- Extensiones clínica
    requiere_refrigeracion BOOLEAN DEFAULT false,
    temperatura_min NUMERIC(5,2),
    temperatura_max NUMERIC(5,2),
    es_controlado BOOLEAN DEFAULT false,
    requiere_receta BOOLEAN DEFAULT false,
    created_at TIMESTAMPTZ DEFAULT NOW()
);
```

#### COR-040: packages (Medicamentos)

```sql
CREATE TABLE inventory.packages (
    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
    tenant_id UUID NOT NULL,
    package_type_id UUID REFERENCES inventory.package_types(id),
    name VARCHAR(100),
    -- Extensiones clínica
    lote VARCHAR(50),
    fecha_fabricacion DATE,
    fecha_caducidad DATE,
    laboratorio VARCHAR(100),
    registro_sanitario VARCHAR(50),
    created_at TIMESTAMPTZ DEFAULT NOW()
);
```

### 2.3 HR - Extensiones

#### COR-062: work_locations (Consultorios)

```sql
CREATE TABLE hr.work_locations (
    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
    tenant_id UUID NOT NULL,
    name VARCHAR(100) NOT NULL,
    address_id UUID,
    -- Extensiones clínica
    tipo_consultorio VARCHAR(50), -- 'general', 'especialidad', 'urgencias', 'quirofano'
    capacidad INTEGER DEFAULT 1,
    equipamiento TEXT[],
    horario_apertura TIME,
    horario_cierre TIME,
    active BOOLEAN DEFAULT true,
    created_at TIMESTAMPTZ DEFAULT NOW()
);
```

#### COR-063: skills (Especialidades Médicas)

```sql
-- Tipos de habilidad para clínicas
CREATE TABLE hr.skill_types (
    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
    tenant_id UUID NOT NULL,
    name VARCHAR(100) NOT NULL, -- 'Especialidad', 'Certificación', 'Curso', 'Idioma'
    created_at TIMESTAMPTZ DEFAULT NOW()
);

-- Skills específicos
CREATE TABLE hr.skills (
    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
    tenant_id UUID NOT NULL,
    skill_type_id UUID REFERENCES hr.skill_types(id),
    name VARCHAR(100) NOT NULL,
    -- Extensiones clínica
    codigo_ssa VARCHAR(20), -- Código SSA de especialidad
    requiere_cedula BOOLEAN DEFAULT false,
    created_at TIMESTAMPTZ DEFAULT NOW()
);
```

### 2.4 Projects - Adaptaciones

#### COR-056: collaborators → personal_clinica

```sql
CREATE TABLE clinica.personal_clinica (
    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
    tenant_id UUID NOT NULL,
    employee_id UUID NOT NULL,
    consultorio_id UUID REFERENCES hr.work_locations(id),
    rol VARCHAR(50) NOT NULL, -- 'medico', 'enfermera', 'recepcion', 'auxiliar'
    vigencia_desde DATE,
    vigencia_hasta DATE,
    es_titular BOOLEAN DEFAULT false,
    horario JSONB,
    created_at TIMESTAMPTZ DEFAULT NOW()
);
```

#### COR-059: ratings (Satisfacción)

```sql
CREATE TABLE clinica.ratings (
    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
    tenant_id UUID NOT NULL,
    consultation_id UUID REFERENCES clinica.consultations(id),
    patient_id UUID REFERENCES clinica.patients(id),
    doctor_id UUID REFERENCES clinica.doctors(id),
    rating INTEGER CHECK (rating BETWEEN 1 AND 5),
    feedback TEXT,
    rated_at TIMESTAMPTZ DEFAULT NOW(),
    created_at TIMESTAMPTZ DEFAULT NOW()
);
```

---

## 3. ENUMs Requeridos

### 3.1 Nuevos ENUMs

```sql
-- Financial
CREATE TYPE financial.payment_method_type AS ENUM ('inbound', 'outbound');
CREATE TYPE financial.reconcile_model_type AS ENUM ('writeoff_button', 'writeoff_suggestion', 'invoice_matching');

-- HR
CREATE TYPE hr.expense_status AS ENUM ('draft', 'submitted', 'approved', 'posted', 'paid', 'rejected');
CREATE TYPE hr.resume_line_type AS ENUM ('experience', 'education', 'certification', 'internal');
CREATE TYPE hr.payslip_status AS ENUM ('draft', 'verify', 'done', 'cancel');

-- Clínica (existentes)
-- appointment_status, patient_gender, blood_type, consultation_status
```

---

## 4. Tablas a Crear

### 4.1 Resumen por Schema

| Schema | Tablas Nuevas | Extensiones |
|--------|---------------|-------------|
| financial | 4 | 0 |
| inventory | 5 | 2 campos |
| purchase | 1 | 0 |
| hr | 11 | 2 campos |
| clinica | 2 | 0 |
| **Total** | **23** | **4 campos** |

### 4.2 Lista de Tablas

**Financial (4):**
1. payment_term_lines
2. payment_methods
3. reconcile_models
4. reconcile_model_lines

**Inventory (5):**
1. package_types
2. packages
3. storage_categories
4. putaway_rules
5. removal_strategies

**Purchase (1):**
1. product_supplierinfo

**HR (11):**
1. work_locations
2. skill_types
3. skills
4. skill_levels
5. employee_skills
6. expense_sheets
7. expenses
8. employee_resume_lines
9. payslip_structures
10. payslips
11. payslip_lines

**Clínica (2):**
1. personal_clinica
2. ratings

---

## 5. Índices Requeridos

### 5.1 Por Tabla Principal

| Tabla | Índices |
|-------|---------|
| payment_methods | tenant_id, code |
| storage_categories | tenant_id, es_controlado |
| packages | tenant_id, lote, fecha_caducidad |
| work_locations | tenant_id, tipo_consultorio |
| skills | tenant_id, skill_type_id, codigo_ssa |
| expenses | tenant_id, employee_id, status |
| personal_clinica | tenant_id, employee_id, consultorio_id |
| ratings | tenant_id, consultation_id, doctor_id |

---

## 6. Validaciones NOM-024-SSA3-2012

### 6.1 Requisitos de Expediente Clínico Electrónico

| Requisito | Implementación |
|-----------|----------------|
| Identificación única | patient.id (UUID) |
| Datos de identificación | patients tabla |
| Historial clínico | medical_records |
| Notas médicas | consultations |
| Signos vitales | vital_signs |
| Diagnósticos CIE-10 | diagnoses.cie10_code |
| Prescripciones | prescriptions |
| Trazabilidad | created_at, updated_at |
| Firma electrónica | Por implementar |
| Confidencialidad | RLS + encriptación |

---

## 7. Próximos Pasos

1. ✅ Análisis detallado completado
2. ⏳ FASE 3: Plan de implementación
3. ⏳ FASE 4: Validación del plan
4. ⏳ FASE 5-8: Implementación

---

**Estado:** FASE 2 COMPLETADA
**Siguiente:** FASE 3 - Plan de Implementación
**Fecha:** 2026-01-04