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>
230 lines
6.9 KiB
Markdown
230 lines
6.9 KiB
Markdown
# FASE 7: Reporte de Ejecución - 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-6-PLAN-REFINADO.md
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---
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## 1. Archivos Creados
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### 1.1 DDL Schemas
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| # | Archivo | Líneas | Estado |
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|---|---------|--------|--------|
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| 1 | `04-financial-ext-schema-ddl.sql` | 127 | Creado |
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| 2 | `05-hr-ext-fase8-schema-ddl.sql` | 298 | Creado |
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| 3 | `06-inventory-ext-fase8-schema-ddl.sql` | 157 | Creado |
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| 4 | `07-purchase-ext-fase8-schema-ddl.sql` | 117 | Creado |
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| 5 | `08-clinica-ext-fase8-schema-ddl.sql` | 121 | Creado |
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| **Total** | | **~820** | |
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### 1.2 Seed Data
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| # | Archivo | Registros | Estado |
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|---|---------|-----------|--------|
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| 1 | `seeds/fase8/00-removal-strategies.sql` | 4 | Creado |
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| 2 | `seeds/fase8/01-clinica-skills.sql` | ~40 | Creado |
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| 3 | `seeds/fase8/02-clinica-catalogos.sql` | ~30 | Creado |
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---
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## 2. Resumen de Objetos Creados
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### 2.1 Por Schema
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| Schema | Tablas | ENUMs | Funciones | Índices |
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|--------|--------|-------|-----------|---------|
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| financial | 4 | 2 | 0 | 6 |
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| hr | 11 | 3 | 0 | 18 |
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| inventory | 5 | 0 | 0 | 8 |
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| purchase | 1 | 0 | 1 | 4 |
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| clinica | 2 | 0 | 0 | 8 |
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| **Total** | **23** | **5** | **1** | **44** |
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### 2.2 Tablas Creadas por Módulo
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**Financial (4 tablas):**
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1. `financial.payment_term_lines`
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2. `financial.payment_methods`
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3. `financial.reconcile_models`
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4. `financial.reconcile_model_lines`
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**HR (11 tablas):**
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1. `hr.work_locations`
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2. `hr.skill_types`
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3. `hr.skills`
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4. `hr.skill_levels`
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5. `hr.employee_skills`
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6. `hr.expense_sheets`
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7. `hr.expenses`
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8. `hr.employee_resume_lines`
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9. `hr.payslip_structures`
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10. `hr.payslips`
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11. `hr.payslip_lines`
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**Inventory (5 tablas):**
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1. `inventory.package_types`
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2. `inventory.packages`
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3. `inventory.storage_categories`
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4. `inventory.putaway_rules`
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5. `inventory.removal_strategies`
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**Purchase (1 tabla):**
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1. `purchase.product_supplierinfo`
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**Clínica (2 tablas):**
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1. `clinica.personal_clinica`
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2. `clinica.ratings`
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### 2.3 ENUMs Creados
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1. `financial.payment_method_type` (inbound, outbound)
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2. `financial.reconcile_model_type` (writeoff_button, writeoff_suggestion, invoice_matching)
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3. `hr.expense_status` (draft, submitted, approved, posted, paid, rejected)
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4. `hr.resume_line_type` (experience, education, certification, internal)
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5. `hr.payslip_status` (draft, verify, done, cancel)
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### 2.4 Funciones Creadas
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1. `purchase.action_create_stock_moves(UUID)` - Crea movimientos de stock
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### 2.5 Extensiones Clínica
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| Tabla | Campos Adicionales |
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|-------|-------------------|
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| payment_methods | aplica_seguro, requiere_factura, porcentaje_seguro |
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| storage_categories | requiere_refrigeracion, temperatura_min/max, es_controlado, requiere_receta |
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| packages | lote, fecha_fabricacion, fecha_caducidad, laboratorio, registro_sanitario |
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| skills | codigo_ssa, requiere_cedula |
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| employee_skills | cedula_profesional, fecha_certificacion, fecha_vencimiento |
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| expense_sheets | paciente_id, cita_id, centro_costo |
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| work_locations | tipo_consultorio, capacidad, equipamiento, horarios |
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| payslips | consultorio_id |
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| personal_clinica | rol, vigencia, es_titular, horario |
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| ratings | puntualidad, atencion, instalaciones, is_anonymous |
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---
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## 3. RLS Policies Creadas
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| Tabla | Policy |
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|-------|--------|
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| financial.payment_term_lines | tenant_isolation_payment_term_lines |
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| financial.payment_methods | tenant_isolation_payment_methods |
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| financial.reconcile_models | tenant_isolation_reconcile_models |
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| hr.work_locations | tenant_isolation_work_locations |
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| hr.skill_types | tenant_isolation_skill_types |
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| hr.skills | tenant_isolation_skills |
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| hr.skill_levels | tenant_isolation_skill_levels |
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| hr.expense_sheets | tenant_isolation_expense_sheets |
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| hr.expenses | tenant_isolation_expenses |
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| hr.payslip_structures | tenant_isolation_payslip_structures |
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| hr.payslips | tenant_isolation_payslips |
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| inventory.package_types | tenant_isolation_package_types |
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| inventory.packages | tenant_isolation_packages |
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| inventory.storage_categories | tenant_isolation_storage_categories |
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| inventory.putaway_rules | tenant_isolation_putaway_rules |
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| purchase.product_supplierinfo | tenant_isolation_supplierinfo |
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| clinica.personal_clinica | tenant_isolation_personal_clinica |
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| clinica.ratings | tenant_isolation_ratings |
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**Total:** 18 políticas RLS
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---
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## 4. Orden de Ejecución
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### 4.1 Secuencia Recomendada
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```bash
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# 1. Extensiones Financial
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psql -f database/schemas/04-financial-ext-schema-ddl.sql
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# 2. Extensiones HR
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psql -f database/schemas/05-hr-ext-fase8-schema-ddl.sql
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# 3. Extensiones Inventory
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psql -f database/schemas/06-inventory-ext-fase8-schema-ddl.sql
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# 4. Extensiones Purchase
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psql -f database/schemas/07-purchase-ext-fase8-schema-ddl.sql
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# 5. Extensiones Clínica
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psql -f database/schemas/08-clinica-ext-fase8-schema-ddl.sql
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# 6. Seed Data (catálogos globales)
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psql -f database/seeds/fase8/00-removal-strategies.sql
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# 7. Seed Data (requiere tenant_id)
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# SET app.current_tenant_id = 'UUID';
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psql -f database/seeds/fase8/01-clinica-skills.sql
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psql -f database/seeds/fase8/02-clinica-catalogos.sql
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```
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---
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## 5. Adaptaciones Realizadas
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### 5.1 Cambios vs ERP-Core Original
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| Elemento | Original | Clínica |
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|----------|----------|---------|
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| collaborators | Genérico | personal_clinica con roles médicos |
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| work_locations | Genérico | Consultorios con tipo y equipamiento |
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| storage_categories | Genérico | Con refrigeración y controlados |
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| packages | Genérico | Con lote, caducidad, registro sanitario |
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| skills | Genérico | Especialidades con código SSA |
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| ratings | Por proyecto | Por consulta y doctor |
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### 5.2 Cumplimiento Normativo
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| Normativa | Implementación |
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|-----------|----------------|
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| NOM-024-SSA3-2012 | Trazabilidad, confidencialidad via RLS |
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| COFEPRIS | Campos para registro sanitario |
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| Medicamentos controlados | Flag es_controlado en storage_categories |
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---
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## 6. Métricas de Ejecución
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| Métrica | Valor |
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|---------|-------|
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| Archivos DDL creados | 5 |
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| Archivos seed creados | 3 |
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| Total líneas SQL | ~920 |
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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 | 44 |
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| RLS policies | 18 |
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---
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## 7. Notas de Implementación
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### 7.1 Consideraciones
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1. Todos los archivos usan `IF NOT EXISTS` para idempotencia
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2. Las políticas RLS usan `DROP IF EXISTS` antes de crear
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3. Los ENUMs usan bloque de excepción para evitar errores
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4. Los campos adicionales verifican existencia con DO blocks
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5. FKs opcionales para independencia de módulos
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### 7.2 Diferencias con erp-construccion
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| Aspecto | erp-construccion | erp-clinicas |
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|---------|------------------|--------------|
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| Dominio | Fraccionamientos | Consultas/Pacientes |
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| Personal | Colaboradores obra | Personal clínica |
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| Productos | Materiales construcción | Medicamentos/Insumos |
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| Almacén | Área techada/descubierta | Refrigerados/Controlados |
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---
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**Estado:** FASE 7 COMPLETADA
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**Siguiente:** FASE 8 - Validación Final
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**Fecha:** 2026-01-04
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