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317 lines
13 KiB
Markdown
317 lines
13 KiB
Markdown
# FASE 4: Validación del Plan - ERP Construcción
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**Proyecto:** erp-construccion
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**Fecha:** 2026-01-04
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**Estado:** Completado
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**Base:** FASE-3-PLAN-IMPLEMENTACION.md
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---
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## 1. Checklist de Validación vs Análisis
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### 1.1 Correcciones FASE-8 vs Plan
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| ID | Elemento | En Análisis | En Plan | Estado |
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|----|----------|-------------|---------|--------|
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| COR-035 | payment_term_lines | FASE-2 §1.1 | 08-financial-ext | ✅ Cubierto |
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| COR-036 | incoterms | FASE-2 §1.1 | 08-financial-ext | ✅ Cubierto |
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| COR-037 | payment_methods | FASE-2 §1.1 | 08-financial-ext | ✅ Cubierto |
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| COR-038 | reconcile_models | FASE-2 §1.1 | 08-financial-ext | ✅ Cubierto |
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| COR-039 | journal_entries fields | FASE-2 §1.1 | 08-financial-ext | ✅ Cubierto |
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| COR-040 | packages | FASE-2 §1.2 | 06-inventory-ext | ✅ Cubierto |
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| COR-041 | putaway_rules | FASE-2 §1.2 | 06-inventory-ext | ✅ Cubierto |
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| COR-042 | storage_categories | FASE-2 §1.2 | 06-inventory-ext | ✅ Cubierto |
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| COR-043 | product fields | FASE-2 §1.2 | 06-inventory-ext | ✅ Cubierto |
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| COR-044 | removal_strategies | FASE-2 §1.2 | 06-inventory-ext | ✅ Cubierto |
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| COR-045 | product_supplierinfo | FASE-2 §1.3 | 07-purchase-ext | ✅ Cubierto |
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| COR-046 | PO fields | FASE-2 §1.3 | 07-purchase-ext | ✅ Cubierto |
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| COR-047 | action_create_stock_moves | FASE-2 §1.3 | 07-purchase-ext | ✅ Cubierto |
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| COR-056 | project_collaborators | FASE-2 §1.4 | 09-projects-ext | ✅ Cubierto |
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| COR-057 | project fields | FASE-2 §1.4 | 09-projects-ext | ✅ Cubierto |
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| COR-058 | task_count trigger | FASE-2 §1.4 | 09-projects-ext | ✅ Cubierto |
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| COR-059 | project_ratings | FASE-2 §1.4 | 09-projects-ext | ✅ Cubierto |
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| COR-060 | burndown_chart_data | FASE-2 §1.4 | 09-projects-ext | ✅ Cubierto |
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| COR-061 | employee fields | FASE-2 §1.5 | 02-hr-schema | ✅ Cubierto |
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| COR-062 | work_locations | FASE-2 §1.5 | 02-hr-schema | ✅ Cubierto |
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| COR-063 | skills system | FASE-2 §1.5 | 02-hr-schema | ✅ Cubierto |
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| COR-064 | expense system | FASE-2 §1.5 | 02-hr-schema | ✅ Cubierto |
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| COR-065 | resume_lines | FASE-2 §1.5 | 02-hr-schema | ✅ Cubierto |
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| COR-066 | payslip basics | FASE-2 §1.5 | 02-hr-schema | ✅ Cubierto |
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**Resultado:** 24/24 correcciones cubiertas (100%)
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---
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### 1.2 Correcciones No Aplicables (Confirmación)
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| ID | Elemento | Razón | Confirmado |
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|----|----------|-------|------------|
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| COR-048 | SO fields | No hay módulo de ventas en construcción | ✅ |
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| COR-049 | action_confirm | No aplica a construcción | ✅ |
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| COR-050 | get_pricelist_price | No hay listas de precio de venta | ✅ |
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| COR-051 | convert_lead_to_opportunity | No hay CRM de ventas | ✅ |
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| COR-052 | Lead/Opp fields | No aplica | ✅ |
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| COR-053 | action_set_lost | No aplica | ✅ |
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| COR-054 | action_set_won | No aplica | ✅ |
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| COR-055 | CRM tags | No aplica | ✅ |
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**Resultado:** 8 correcciones correctamente excluidas
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---
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## 2. Validación de Tablas
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### 2.1 Tablas Nuevas por Crear
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| Schema | Tabla | En FASE-2 | En FASE-3 | RLS | Índices |
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|--------|-------|-----------|-----------|-----|---------|
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| financial | payment_term_lines | ✅ | ✅ | ✅ | ✅ |
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| financial | incoterms | ✅ | ✅ | N/A | ✅ |
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| financial | payment_methods | ✅ | ✅ | ✅ | ✅ |
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| financial | reconcile_models | ✅ | ✅ | ✅ | ✅ |
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| financial | reconcile_model_lines | ✅ | ✅ | N/A | ✅ |
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| inventory | package_types | ✅ | ✅ | ✅ | N/A |
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| inventory | packages | ✅ | ✅ | ✅ | N/A |
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| inventory | storage_categories | ✅ | ✅ | ✅ | N/A |
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| inventory | putaway_rules | ✅ | ✅ | ✅ | N/A |
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| inventory | removal_strategies | ✅ | ✅ | N/A | N/A |
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| purchase | product_supplierinfo | ✅ | ✅ | ✅ | ✅ |
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| projects | collaborators | ✅ | ✅ | ✅ | ✅ |
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| projects | ratings | ✅ | ✅ | ✅ | ✅ |
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| construction | avance_programado | ✅ | ✅ | ✅ | ✅ |
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| construction | ubicaciones_obra | ✅ | ✅ | ✅ | N/A |
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| hr | work_locations | ✅ | ✅ | ✅ | N/A |
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| hr | skill_types | ✅ | ✅ | ✅ | N/A |
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| hr | skills | ✅ | ✅ | ✅ | N/A |
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| hr | skill_levels | ✅ | ✅ | ✅ | N/A |
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| hr | employee_skills | ✅ | ✅ | N/A | N/A |
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| hr | expense_sheets | ✅ | ✅ | ✅ | N/A |
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| hr | expenses | ✅ | ✅ | ✅ | N/A |
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| hr | employee_resume_lines | ✅ | ✅ | N/A | N/A |
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| hr | payslip_structures | ✅ | ✅ | ✅ | N/A |
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| hr | payslips | ✅ | ✅ | ✅ | N/A |
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| hr | payslip_lines | ✅ | ✅ | N/A | N/A |
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**Resultado:** 26 tablas planificadas (24 del análisis + 2 extensiones construcción)
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---
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### 2.2 Campos Adicionales en Tablas Existentes
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| Tabla | Campo | En FASE-2 | En FASE-3 |
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|-------|-------|-----------|-----------|
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| financial.journal_entries | payment_state | ✅ | ✅ |
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| financial.journal_entries | amount_residual | ✅ | ✅ |
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| financial.journal_entries | invoice_date_due | ✅ | ✅ |
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| financial.journal_entries | incoterm_id | ✅ | ✅ |
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| financial.payments | is_matched | ✅ | ✅ |
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| financial.payments | partner_bank_id | ✅ | ✅ |
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| inventory.products | tracking | ✅ | ✅ |
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| inventory.products | sale_ok | ✅ | ✅ |
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| inventory.products | purchase_ok | ✅ | ✅ |
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| inventory.products | volume | ✅ | ✅ |
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| inventory.products | weight | ✅ | ✅ |
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| inventory.products | hs_code | ✅ | ✅ |
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| inventory.products | origin_country_id | ✅ | ✅ |
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| inventory.products | removal_strategy_id | ✅ | ✅ |
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| purchase.orders | origin | ✅ | ✅ |
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| purchase.orders | partner_ref | ✅ | ✅ |
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| purchase.orders | date_approve | ✅ | ✅ |
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| purchase.orders | receipt_status | ✅ | ✅ |
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| purchase.orders | incoterm_id | ✅ | ✅ |
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| construction.proyectos | sequence | ✅ | ✅ |
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| construction.proyectos | is_favorite | ✅ | ✅ |
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| construction.proyectos | partida_count | ✅ | ✅ |
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| construction.proyectos | partida_pendiente_count | ✅ | ✅ |
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| construction.proyectos | partida_completada_count | ✅ | ✅ |
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| construction.proyectos | status_avance | ✅ | ✅ |
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| hr.employees | work_location_id | ✅ | ✅ |
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| hr.employees | badge_id | ✅ | ✅ |
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| hr.employees | pin | ✅ | ✅ |
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| hr.employees | barcode | ✅ | ✅ |
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| hr.employees | vehicle | ✅ | ✅ |
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| hr.employees | vehicle_license_plate | ✅ | ✅ |
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| hr.employees | certificate | ✅ | ✅ |
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**Resultado:** 32 campos adicionales cubiertos
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---
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## 3. Validación de Funciones
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| Función | En FASE-2 | En FASE-3 | Propósito |
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|---------|-----------|-----------|-----------|
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| construction.update_proyecto_partida_count() | ✅ | ✅ | Trigger conteo partidas |
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| construction.generate_avance_snapshot() | ✅ | ✅ | Burndown de obra |
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| purchase.action_create_stock_moves() | ✅ | ✅ | Crear recepciones desde OC |
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**Resultado:** 3/3 funciones cubiertas (la 4ta era opcional)
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---
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## 4. Validación de Seed Data
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| Seed | En FASE-2 | En FASE-3 | Registros |
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|------|-----------|-----------|-----------|
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| Incoterms | ✅ | ✅ | 11 |
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| Removal strategies | ✅ | ✅ | 4 |
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| Skill types (construcción) | ✅ | ✅ | 9 |
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| Skill levels | ✅ | ✅ | 4 x 9 = 36 |
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| Skills específicos | ✅ | ✅ | ~25 |
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| Storage categories | ✅ | ✅ | 5 |
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| Package types | ✅ | ✅ | 6 |
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| Payment methods | ✅ | ✅ | 7 |
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**Resultado:** 8/8 seeds planificados
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---
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## 5. Validación de Adaptaciones para Construcción
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### 5.1 Extensiones Específicas del Giro
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| Elemento | Extensión | Justificación |
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|----------|-----------|---------------|
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| payment_term_lines.applies_to | 'anticipo', 'estimacion', 'retencion', 'finiquito' | Términos de pago de obra |
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| collaborators.rol | 'supervisor', 'perito', 'representante', 'infonavit' | Roles de obra |
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| collaborators.vigencia_desde/hasta | DATE | Vigencia de supervisores |
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| ratings.proyecto_id | UUID | Calificación por proyecto |
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| ratings.tipo_trabajo | VARCHAR | Tipo de trabajo evaluado |
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| avance_programado | Nueva tabla | Burndown adaptado a obra |
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| ubicaciones_obra | Nueva tabla | Geocercas de frentes |
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| expense_sheets.proyecto_id | UUID | Gastos por proyecto |
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| expense_sheets.centro_costo | VARCHAR | Centro de costo |
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| product_supplierinfo.proyecto_id | UUID | Precio por proyecto |
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| product_supplierinfo.aplica_iva | BOOLEAN | Indicador IVA |
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| product_supplierinfo.flete_incluido | BOOLEAN | Indicador flete |
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| payslips.proyecto_id | UUID | Nómina por proyecto |
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| payslips.is_destajo | BOOLEAN | Pago a destajo |
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| payslip_structures.tipo_pago | 'quincenal', 'semanal', 'destajo' | Tipos de nómina |
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**Resultado:** 15 extensiones específicas para construcción
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---
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## 6. Validación de Arquitectura
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### 6.1 RLS (Row Level Security)
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| Criterio | Estado |
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|----------|--------|
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| Todas las tablas multi-tenant tienen RLS | ✅ |
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| Policy usa `current_setting('app.current_tenant_id')` | ✅ |
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| Tablas catálogo sin RLS (incoterms, removal_strategies) | ✅ Correcto |
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### 6.2 Foreign Keys
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| FK | Tabla Origen | Tabla Destino | Estado |
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|----|--------------|---------------|--------|
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| payment_term_lines.payment_term_id | payment_term_lines | financial.payment_terms | ⚠️ Verificar existencia |
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| reconcile_model_lines.account_id | reconcile_model_lines | financial.accounts | ⚠️ Verificar existencia |
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| collaborators.project_id | collaborators | projects.projects | ⚠️ Verificar existencia |
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| avance_programado.proyecto_id | avance_programado | construction.proyectos | ✅ Existe |
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| ubicaciones_obra.proyecto_id | ubicaciones_obra | construction.proyectos | ✅ Existe |
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| expense_sheets.employee_id | expense_sheets | hr.employees | ⚠️ Verificar existencia |
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| payslips.contract_id | payslips | hr.contracts | ⚠️ Verificar existencia |
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**Acción Requerida:** Validar existencia de tablas referenciadas en FASE-5
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### 6.3 ENUMs
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| ENUM | Schema | Valores |
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|------|--------|---------|
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| payment_method_type | financial | inbound, outbound |
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| reconcile_model_type | financial | writeoff_button, writeoff_suggestion, invoice_matching |
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| expense_status | hr | draft, submitted, approved, posted, paid, rejected |
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| resume_line_type | hr | experience, education, certification, internal |
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| payslip_status | hr | draft, verify, done, cancel |
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**Resultado:** 5 ENUMs definidos correctamente
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---
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## 7. Matriz de Cobertura Final
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| Categoría | Análisis | Plan | Cobertura |
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|-----------|----------|------|-----------|
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| Correcciones aplicables | 24 | 24 | 100% |
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| Tablas nuevas | 24 | 26 | 108% (+2 extensiones) |
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| Campos adicionales | 32 | 32 | 100% |
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| Funciones | 3 | 3 | 100% |
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| Seed data | 8 | 8 | 100% |
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| Extensiones construcción | 15 | 15 | 100% |
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---
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## 8. Revisión de Conflictos Potenciales
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### 8.1 Conflictos Identificados
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| Conflicto | Descripción | Mitigación |
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|-----------|-------------|------------|
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| Schema hr vs construction | Posible confusión de tablas | Prefijo claro en nombres |
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| FK a tablas core | payment_terms, accounts, projects.projects | Verificar en FASE-5 |
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| ENUM duplicados | payment_method_type existe en core? | Verificar en FASE-5 |
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| Trigger en partidas | Tabla puede tener estructura diferente | Usar IF EXISTS |
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### 8.2 Conflictos Resueltos
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| Conflicto | Solución |
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|-----------|----------|
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| Nombre task_count vs partida_count | Usar partida_count (más claro para construcción) |
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| Burndown genérico vs avance_programado | Crear avance_programado adaptado |
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| work_locations genérico | Crear ubicaciones_obra como extensión |
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---
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## 9. Sign-Off del Plan
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### 9.1 Checklist de Aprobación
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- [x] Todas las correcciones aplicables están cubiertas
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- [x] Todas las tablas tienen RLS donde corresponde
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- [x] Todas las FK están documentadas
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- [x] Seed data específico de construcción incluido
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- [x] Extensiones del giro justificadas
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- [x] ENUMs definidos correctamente
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- [x] Funciones tienen validaciones
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- [x] Orden de ejecución definido
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### 9.2 Riesgos Pendientes
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| Riesgo | Impacto | Acción |
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|--------|---------|--------|
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| Tablas referenciadas no existen | Alto | Validar en FASE-5 |
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| Conflicto con ENUMs existentes | Medio | Validar en FASE-5 |
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| Estructura de partidas diferente | Medio | Adaptar trigger |
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### 9.3 Aprobación
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```
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Estado: ✅ PLAN APROBADO CON OBSERVACIONES
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Observaciones: Requiere validación de dependencias (FASE-5)
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Fecha: 2026-01-04
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Revisor: Claude Code (Automatizado)
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```
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---
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## 10. Resumen Ejecutivo
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El plan de implementación para ERP Construcción cubre:
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- **24 correcciones** de ERP-Core FASE-8
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- **26 tablas nuevas** (24 + 2 extensiones)
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- **32 campos adicionales** en tablas existentes
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- **3 funciones** (trigger + snapshot + create_stock_moves)
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- **8 archivos seed** específicos de construcción
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- **15 extensiones** específicas del giro
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El plan está **APROBADO** para continuar a FASE-5 (Análisis de Dependencias).
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---
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**Estado:** FASE 4 COMPLETADA
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**Siguiente:** FASE 5 - Análisis de Dependencias
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**Fecha:** 2026-01-04
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