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🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
268 lines
8.7 KiB
Markdown
268 lines
8.7 KiB
Markdown
# FASE 8: Reporte de Correcciones P2/P3
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**Fecha:** 2026-01-04
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**Objetivo:** Documentar las correcciones P2/P3 aplicadas a los archivos DDL
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**Estado:** Completado
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**Basado en:** FASE-7 (Validacion Final)
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---
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## 1. Resumen Ejecutivo
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Se implementaron 6 correcciones de prioridad P2/P3 que completan la alineacion con Odoo:
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| ID | Correccion | Archivo | Estado |
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|----|------------|---------|--------|
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| COR-014 | Predictive Lead Scoring | 11-crm.sql | APLICADO |
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| COR-015 | Multi-plan Analytics Hierarchy | 03-analytics.sql | APLICADO |
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| COR-016 | Recurring Tasks | 08-projects.sql | APLICADO |
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| COR-017 | Multi-user Assignment | 08-projects.sql | APLICADO |
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| COR-019 | Auto-assignment Rules | 11-crm.sql | APLICADO |
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| COR-020 | Duplicate Detection | 02-core.sql | APLICADO |
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**Total:** 6/6 correcciones P2/P3 aplicadas (100%)
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---
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## 2. Detalle por Correccion
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### 2.1 COR-014: Predictive Lead Scoring (CRM)
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**Archivo:** `database/ddl/11-crm.sql`
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**Nuevas Tablas:**
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- `crm.lead_scoring_rules` - Reglas de scoring configurables
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- `crm.lead_scoring_history` - Historial de cambios de score
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**Nuevos Campos en leads/opportunities:**
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- `automated_score INTEGER` - Score calculado automaticamente
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- `manual_score_adjustment INTEGER` - Ajuste manual
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- `total_score INTEGER` - Score total (GENERATED)
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- `score_calculated_at TIMESTAMP` - Ultima fecha de calculo
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- `score_tier VARCHAR` - Clasificacion (hot/warm/cold)
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**Nuevas Funciones:**
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- `crm.calculate_lead_score(UUID)` - Calcula score basado en reglas
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**Caracteristicas:**
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- Reglas basadas en JSONB para flexibilidad
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- Soporte para operadores: equals, not_equals, contains, greater_than, less_than
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- Scoring por field_value, activity, demographic, behavioral
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- Historial completo de cambios de score
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### 2.2 COR-015: Multi-plan Analytics Hierarchy
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**Archivo:** `database/ddl/03-analytics.sql`
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**Cambios en analytic_plans:**
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- `parent_id UUID` - Para jerarquia de planes
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- `full_path TEXT` - Path completo generado
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- `code VARCHAR(50)` - Codigo unico
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- `sequence INTEGER` - Orden de visualizacion
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- `applicability VARCHAR` - mandatory/optional/unavailable
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- `default_applicability VARCHAR` - Aplicabilidad por defecto
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- `color VARCHAR` - Color para UI
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**Nuevas Funciones:**
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- `analytics.update_analytic_plan_path()` - Actualiza full_path automaticamente
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**Nuevo Trigger:**
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- `trg_analytic_plans_update_path` - Trigger para mantener full_path
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### 2.3 COR-016: Recurring Tasks (Project)
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**Archivo:** `database/ddl/08-projects.sql`
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**Nuevo ENUM:**
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- `projects.recurrence_type` - daily, weekly, monthly, yearly, custom
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**Nuevos Campos en tasks:**
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- `is_recurring BOOLEAN` - Indica si es recurrente
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- `recurrence_type` - Tipo de recurrencia
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- `recurrence_interval INTEGER` - Intervalo (cada N dias/semanas/etc)
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- `recurrence_weekdays INTEGER[]` - Dias de la semana (0-6)
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- `recurrence_month_day INTEGER` - Dia del mes
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- `recurrence_end_type VARCHAR` - never/count/date
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- `recurrence_count INTEGER` - Numero de repeticiones
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- `recurrence_end_date DATE` - Fecha fin
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- `recurrence_parent_id UUID` - Tarea padre
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- `last_recurrence_date DATE` - Ultima generacion
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- `next_recurrence_date DATE` - Proxima generacion
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**Nuevas Funciones:**
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- `projects.create_next_recurring_task(UUID)` - Crea siguiente ocurrencia
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### 2.4 COR-017: Multi-user Assignment (Project)
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**Archivo:** `database/ddl/08-projects.sql`
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**Nueva Tabla:**
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- `projects.task_assignees` - Asignacion multiple de usuarios
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**Campos:**
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- `task_id UUID` - Tarea
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- `user_id UUID` - Usuario asignado
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- `role VARCHAR` - Rol (assignee/reviewer/observer)
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- `is_primary BOOLEAN` - Usuario principal
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**Caracteristicas:**
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- Mantiene compatibilidad con `assigned_to` en tasks
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- Soporta multiples roles por tarea
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- Se copia automaticamente en tareas recurrentes
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### 2.5 COR-019: Auto-assignment Rules (CRM)
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**Archivo:** `database/ddl/11-crm.sql`
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**Nueva Tabla:**
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- `crm.lead_assignment_rules` - Reglas de asignacion
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**Campos:**
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- `conditions JSONB` - Condiciones de matching
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- `assignment_type VARCHAR` - user/team/round_robin
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- `user_id UUID` - Usuario fijo
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- `sales_team_id UUID` - Equipo de ventas
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- `round_robin_users UUID[]` - Lista para round-robin
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- `last_assigned_user_id UUID` - Tracking de round-robin
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**Nuevas Funciones:**
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- `crm.auto_assign_lead(UUID)` - Asigna lead automaticamente
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**Caracteristicas:**
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- Soporte para asignacion fija a usuario
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- Soporte para asignacion a lider de equipo
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- Soporte para round-robin entre usuarios
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### 2.6 COR-020: Duplicate Detection (Partners)
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**Archivo:** `database/ddl/02-core.sql`
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**Nueva Tabla:**
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- `core.partner_duplicates` - Posibles duplicados detectados
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**Campos:**
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- `partner1_id, partner2_id UUID` - Partners comparados
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- `similarity_score INTEGER` - Puntuacion (0-100)
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- `matching_fields JSONB` - Campos que coinciden
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- `status VARCHAR` - pending/merged/ignored/false_positive
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**Nuevas Funciones:**
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- `core.calculate_partner_similarity(UUID, UUID)` - Calcula similitud
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- `core.find_partner_duplicates(UUID, INTEGER)` - Busca duplicados
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- `core.auto_detect_duplicates_on_create()` - Trigger function
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**Nuevo Trigger:**
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- `trg_partners_detect_duplicates` - Detecta duplicados al crear
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**Criterios de Scoring:**
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- Email exacto: 40 puntos
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- Telefono exacto: 20 puntos
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- Tax ID exacto: 30 puntos
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- Nombre exacto: 30 puntos
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- Nombre parcial: 15 puntos
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---
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## 3. Resumen de Cambios
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### 3.1 Nuevas Tablas (6)
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| Schema | Tabla | Campos | Descripcion |
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|--------|-------|--------|-------------|
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| crm | lead_scoring_rules | 11 | Reglas de scoring |
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| crm | lead_scoring_history | 9 | Historial de scoring |
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| crm | lead_assignment_rules | 12 | Reglas de asignacion |
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| projects | task_assignees | 6 | Asignacion multiple |
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| core | partner_duplicates | 10 | Duplicados detectados |
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### 3.2 Nuevos Campos (22)
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| Tabla | Campo | Tipo |
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|-------|-------|------|
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| crm.leads | automated_score | INTEGER |
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| crm.leads | manual_score_adjustment | INTEGER |
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| crm.leads | total_score | INTEGER (GENERATED) |
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| crm.leads | score_calculated_at | TIMESTAMP |
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| crm.leads | score_tier | VARCHAR |
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| crm.opportunities | automated_score | INTEGER |
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| crm.opportunities | manual_score_adjustment | INTEGER |
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| crm.opportunities | total_score | INTEGER (GENERATED) |
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| crm.opportunities | score_calculated_at | TIMESTAMP |
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| crm.opportunities | score_tier | VARCHAR |
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| analytics.analytic_plans | parent_id | UUID |
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| analytics.analytic_plans | full_path | TEXT |
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| analytics.analytic_plans | code | VARCHAR |
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| analytics.analytic_plans | sequence | INTEGER |
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| analytics.analytic_plans | applicability | VARCHAR |
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| analytics.analytic_plans | default_applicability | VARCHAR |
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| analytics.analytic_plans | color | VARCHAR |
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| projects.tasks | is_recurring | BOOLEAN |
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| projects.tasks | recurrence_type | ENUM |
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| projects.tasks | recurrence_interval | INTEGER |
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| projects.tasks | (+ 8 campos mas de recurrencia) | ... |
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### 3.3 Nuevas Funciones (6)
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| Schema | Funcion | Descripcion |
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|--------|---------|-------------|
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| crm | calculate_lead_score | Calcula score de lead |
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| crm | auto_assign_lead | Asigna lead automaticamente |
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| analytics | update_analytic_plan_path | Actualiza path de plan |
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| projects | create_next_recurring_task | Crea tarea recurrente |
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| core | calculate_partner_similarity | Calcula similitud |
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| core | find_partner_duplicates | Busca duplicados |
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### 3.4 Nuevos Triggers (2)
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| Schema | Trigger | Tabla | Descripcion |
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|--------|---------|-------|-------------|
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| analytics | trg_analytic_plans_update_path | analytic_plans | Actualiza path |
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| core | trg_partners_detect_duplicates | partners | Detecta duplicados |
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### 3.5 Nuevos ENUMs (1)
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| Schema | ENUM | Valores |
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|--------|------|---------|
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| projects | recurrence_type | daily, weekly, monthly, yearly, custom |
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---
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## 4. Archivos Modificados
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| Archivo | Lineas Agregadas | Correcciones |
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|---------|------------------|--------------|
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| 11-crm.sql | ~330 | COR-014, COR-019 |
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| 03-analytics.sql | ~30 | COR-015 |
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| 08-projects.sql | ~150 | COR-016, COR-017 |
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| 02-core.sql | ~220 | COR-020 |
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**Total:** ~730 lineas de codigo SQL agregadas
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---
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## 5. Metricas Consolidadas (P1 + P2/P3)
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| Metrica | P1 (FASE 6-7) | P2/P3 (FASE 8) | Total |
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|---------|---------------|----------------|-------|
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| Correcciones | 14 | 6 | 20 |
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| Tablas nuevas | 9 | 5 | 14 |
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| Campos nuevos | 25 | 22+ | 47+ |
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| Funciones nuevas | 2 | 6 | 8 |
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| ENUMs nuevos/modificados | 3 | 1 | 4 |
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| Triggers nuevos | 0 | 2 | 2 |
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---
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## 6. Proximos Pasos
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1. **Validacion de sintaxis**: Ejecutar validacion SQL en todos los archivos
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2. **Tests unitarios**: Crear tests para nuevas funciones
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3. **Documentacion API**: Actualizar documentacion de endpoints
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4. **Migracion**: Crear scripts de migracion para entornos existentes
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---
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**Generado:** 2026-01-04
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**Herramienta:** Claude Code
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**Estado Final:** TODAS LAS CORRECCIONES P2/P3 COMPLETADAS
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