rckrdmrd 4c4e27d9ba feat: Documentation and orchestration updates

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

2026-01-07 05:35:20 -06:00

15 KiB

Raw Permalink Blame History

FASE 5: Refinamiento del Plan de Correcciones

Fecha: 2026-01-04 Objetivo: Refinar plan con scripts de migracion, tests y rollback Estado: Completado Basado en: FASE-4 (Validacion de Dependencias)

1. Plan de Ejecucion Refinado

1.1 Batch 1: Foundation (Correcciones Independientes)

Orden	Correccion	Archivo	Tipo Cambio	Riesgo
1.1	COR-001	06-purchase.sql	ALTER TYPE	MEDIO
1.2	COR-002	05-inventory.sql	ALTER TYPE	MEDIO
1.3	COR-004	04-financial.sql	ALTER TABLE + TYPE	MEDIO
1.4	COR-005	04-financial.sql	CREATE TABLE	BAJO
1.5	COR-006	07-sales.sql	ALTER TABLE	BAJO
1.6	COR-007	05-inventory.sql	CREATE TABLE + ALTER	BAJO
1.7	COR-008	05-inventory.sql	CREATE TABLEs	BAJO
1.8	COR-010	07-sales.sql, 06-purchase.sql	ALTER TABLE	BAJO
1.9	COR-011	07-sales.sql, 06-purchase.sql	ALTER TABLE	BAJO

1.2 Batch 2: Dependencias Nivel 1

Orden	Correccion	Depende De	Archivo	Tipo Cambio
2.1	COR-003	COR-002	05-inventory.sql	CREATE TABLE
2.2	COR-009	COR-001	06-purchase.sql	CREATE FUNCTION
2.3	COR-012	COR-006	07-sales.sql	ALTER TABLE

1.3 Batch 3: Dependencias Nivel 2

Orden	Correccion	Depende De	Archivo	Tipo Cambio
3.1	COR-013	COR-004	04-financial.sql	CREATE TABLEs
3.2	COR-018	COR-002, COR-003	05-inventory.sql	CREATE FUNCTION

1.4 Batch 4: Features Avanzados

Orden	Correccion	Archivo	Tipo Cambio
4.1	COR-014	11-crm.sql	CREATE TABLE + ALTER
4.2	COR-015	03-analytics.sql	ALTER + CREATE
4.3	COR-016	08-projects.sql	ALTER + CREATE
4.4	COR-017	08-projects.sql	ALTER TABLE
4.5	COR-019	11-crm.sql	CREATE TABLE
4.6	COR-020	02-core.sql	CREATE TABLE + FUNCTION

2. Scripts de Migracion

2.1 Migration: COR-001 (PO States)

-- Migration: 20260104_001_po_to_approve_state.sql
-- Correccion: COR-001
-- Descripcion: Agregar estado 'to_approve' a purchase orders

BEGIN;

-- 1. Agregar nuevo valor al ENUM
ALTER TYPE purchase.order_status ADD VALUE IF NOT EXISTS 'to_approve' BEFORE 'confirmed';

-- 2. Renombrar 'confirmed' a 'purchase' (Odoo naming)
-- Nota: PostgreSQL no permite renombrar valores de ENUM directamente
-- Se debe crear nuevo tipo si se requiere renombrar

-- 3. Agregar campos de aprobacion
ALTER TABLE purchase.purchase_orders
ADD COLUMN IF NOT EXISTS approval_required BOOLEAN DEFAULT FALSE,
ADD COLUMN IF NOT EXISTS amount_approval_threshold DECIMAL(15, 2);

-- 4. Actualizar comentarios
COMMENT ON COLUMN purchase.purchase_orders.approval_required IS
'Indica si la PO requiere aprobacion segun threshold';

COMMIT;

2.2 Migration: COR-002 (Move States)

-- Migration: 20260104_002_move_states.sql
-- Correccion: COR-002
-- Descripcion: Agregar estados 'waiting' y 'partially_available' a stock moves

BEGIN;

-- 1. Agregar nuevos valores al ENUM
ALTER TYPE inventory.move_status ADD VALUE IF NOT EXISTS 'waiting' AFTER 'draft';
ALTER TYPE inventory.move_status ADD VALUE IF NOT EXISTS 'partially_available' AFTER 'confirmed';

-- 2. Actualizar comentarios
COMMENT ON TYPE inventory.move_status IS
'Estados de movimiento: draft -> waiting -> confirmed -> partially_available -> assigned -> done/cancelled';

COMMIT;

2.3 Migration: COR-003 (Move Lines)

-- Migration: 20260104_003_stock_move_lines.sql
-- Correccion: COR-003
-- Descripcion: Crear tabla stock_move_lines para granularidad lote/serie

BEGIN;

-- 1. Crear tabla stock_move_lines
CREATE TABLE IF NOT EXISTS inventory.stock_move_lines (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  tenant_id UUID NOT NULL REFERENCES auth.tenants(id) ON DELETE CASCADE,

  -- Relacion con move
  move_id UUID NOT NULL REFERENCES inventory.stock_moves(id) ON DELETE CASCADE,

  -- Producto
  product_id UUID NOT NULL REFERENCES inventory.products(id),
  product_uom_id UUID NOT NULL REFERENCES core.uom(id),

  -- Lote/Serie/Paquete
  lot_id UUID REFERENCES inventory.lots(id),
  package_id UUID, -- Futuro: packages table
  result_package_id UUID, -- Futuro: packages table
  owner_id UUID REFERENCES core.partners(id),

  -- Ubicaciones
  location_id UUID NOT NULL REFERENCES inventory.locations(id),
  location_dest_id UUID NOT NULL REFERENCES inventory.locations(id),

  -- Cantidades
  quantity DECIMAL(12, 4) NOT NULL,
  quantity_done DECIMAL(12, 4) DEFAULT 0,

  -- Estado
  state VARCHAR(20),

  -- Fechas
  date TIMESTAMP,

  -- Referencia
  reference VARCHAR(255),

  -- Auditoria
  created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
  created_by UUID REFERENCES auth.users(id),
  updated_at TIMESTAMP,

  CONSTRAINT chk_move_lines_qty CHECK (quantity > 0),
  CONSTRAINT chk_move_lines_qty_done CHECK (quantity_done >= 0 AND quantity_done <= quantity)
);

-- 2. Indices
CREATE INDEX idx_stock_move_lines_tenant_id ON inventory.stock_move_lines(tenant_id);
CREATE INDEX idx_stock_move_lines_move_id ON inventory.stock_move_lines(move_id);
CREATE INDEX idx_stock_move_lines_product_id ON inventory.stock_move_lines(product_id);
CREATE INDEX idx_stock_move_lines_lot_id ON inventory.stock_move_lines(lot_id);
CREATE INDEX idx_stock_move_lines_location ON inventory.stock_move_lines(location_id, location_dest_id);

-- 3. RLS
ALTER TABLE inventory.stock_move_lines ENABLE ROW LEVEL SECURITY;
CREATE POLICY tenant_isolation_stock_move_lines ON inventory.stock_move_lines
  USING (tenant_id = get_current_tenant_id());

-- 4. Comentarios
COMMENT ON TABLE inventory.stock_move_lines IS
'Lineas de movimiento de stock para granularidad a nivel lote/serie (equivalente a stock.move.line Odoo)';

COMMIT;

2.4 Migration: COR-004 (Payment State)

-- Migration: 20260104_004_invoice_payment_state.sql
-- Correccion: COR-004
-- Descripcion: Agregar payment_state a facturas

BEGIN;

-- 1. Crear ENUM para payment_state
CREATE TYPE financial.payment_state AS ENUM (
  'not_paid',
  'in_payment',
  'paid',
  'partial',
  'reversed'
);

-- 2. Agregar columna
ALTER TABLE financial.invoices
ADD COLUMN IF NOT EXISTS payment_state financial.payment_state DEFAULT 'not_paid';

-- 3. Migrar datos existentes
UPDATE financial.invoices
SET payment_state = CASE
  WHEN status = 'paid' THEN 'paid'::financial.payment_state
  WHEN amount_paid > 0 AND amount_paid < amount_total THEN 'partial'::financial.payment_state
  ELSE 'not_paid'::financial.payment_state
END
WHERE payment_state IS NULL;

-- 4. Comentarios
COMMENT ON COLUMN financial.invoices.payment_state IS
'Estado de pago: not_paid, in_payment, paid, partial, reversed (independiente del estado contable)';

COMMIT;

2.5 Migration: COR-005 (Tax Groups)

-- Migration: 20260104_005_tax_groups.sql
-- Correccion: COR-005
-- Descripcion: Implementar sistema de tax groups

BEGIN;

-- 1. Crear tabla tax_groups
CREATE TABLE IF NOT EXISTS financial.tax_groups (
  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  tenant_id UUID NOT NULL REFERENCES auth.tenants(id) ON DELETE CASCADE,

  name VARCHAR(100) NOT NULL,
  sequence INTEGER DEFAULT 10,
  country_id UUID, -- Futuro: countries table

  -- Auditoria
  created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
  created_by UUID REFERENCES auth.users(id),

  CONSTRAINT uq_tax_groups_name_tenant UNIQUE (tenant_id, name)
);

-- 2. Agregar campos a taxes
ALTER TABLE financial.taxes
ADD COLUMN IF NOT EXISTS tax_group_id UUID REFERENCES financial.tax_groups(id),
ADD COLUMN IF NOT EXISTS amount_type VARCHAR(20) DEFAULT 'percent', -- percent, fixed, group, division
ADD COLUMN IF NOT EXISTS include_base_amount BOOLEAN DEFAULT FALSE,
ADD COLUMN IF NOT EXISTS price_include BOOLEAN DEFAULT FALSE,
ADD COLUMN IF NOT EXISTS children_tax_ids UUID[] DEFAULT '{}';

-- 3. Indices y RLS
CREATE INDEX idx_tax_groups_tenant_id ON financial.tax_groups(tenant_id);

ALTER TABLE financial.tax_groups ENABLE ROW LEVEL SECURITY;
CREATE POLICY tenant_isolation_tax_groups ON financial.tax_groups
  USING (tenant_id = get_current_tenant_id());

-- 4. Constraint para amount_type
ALTER TABLE financial.taxes
ADD CONSTRAINT chk_taxes_amount_type
CHECK (amount_type IN ('percent', 'fixed', 'group', 'division'));

-- 5. Comentarios
COMMENT ON TABLE financial.tax_groups IS
'Grupos de impuestos para clasificacion y reporte (equivalente a account.tax.group Odoo)';
COMMENT ON COLUMN financial.taxes.amount_type IS
'Tipo de calculo: percent (%), fixed (monto fijo), group (suma de hijos), division (100*price/100+rate)';

COMMIT;

2.6 Migration: COR-006 (SO-Invoice Link)

-- Migration: 20260104_006_sales_invoice_link.sql
-- Correccion: COR-006
-- Descripcion: Vincular sales orders con invoices

BEGIN;

-- 1. Agregar campos a sales_orders
ALTER TABLE sales.sales_orders
ADD COLUMN IF NOT EXISTS invoice_ids UUID[] DEFAULT '{}';

-- 2. Agregar campo computed (simulado con trigger)
ALTER TABLE sales.sales_orders
ADD COLUMN IF NOT EXISTS invoice_count INTEGER DEFAULT 0;

-- 3. Funcion para actualizar invoice_count
CREATE OR REPLACE FUNCTION sales.update_invoice_count()
RETURNS TRIGGER AS $$
BEGIN
  NEW.invoice_count := COALESCE(array_length(NEW.invoice_ids, 1), 0);
  RETURN NEW;
END;
$$ LANGUAGE plpgsql;

-- 4. Trigger
CREATE TRIGGER trg_sales_orders_invoice_count
  BEFORE INSERT OR UPDATE OF invoice_ids ON sales.sales_orders
  FOR EACH ROW
  EXECUTE FUNCTION sales.update_invoice_count();

-- 5. Comentarios
COMMENT ON COLUMN sales.sales_orders.invoice_ids IS
'Array de UUIDs de facturas vinculadas a esta orden de venta';
COMMENT ON COLUMN sales.sales_orders.invoice_count IS
'Cantidad de facturas vinculadas (computed)';

COMMIT;

3. Scripts de Rollback

3.1 Rollback: COR-001

-- Rollback: 20260104_001_po_to_approve_state_rollback.sql
BEGIN;

-- Nota: PostgreSQL no permite eliminar valores de ENUM
-- Se deben migrar datos y recrear tipo si es necesario

ALTER TABLE purchase.purchase_orders
DROP COLUMN IF EXISTS approval_required,
DROP COLUMN IF EXISTS amount_approval_threshold;

COMMIT;

3.2 Rollback: COR-003

-- Rollback: 20260104_003_stock_move_lines_rollback.sql
BEGIN;

DROP TABLE IF EXISTS inventory.stock_move_lines CASCADE;

COMMIT;

3.3 Rollback: COR-004

-- Rollback: 20260104_004_invoice_payment_state_rollback.sql
BEGIN;

ALTER TABLE financial.invoices
DROP COLUMN IF EXISTS payment_state;

DROP TYPE IF EXISTS financial.payment_state;

COMMIT;

3.4 Rollback: COR-005

-- Rollback: 20260104_005_tax_groups_rollback.sql
BEGIN;

ALTER TABLE financial.taxes
DROP COLUMN IF EXISTS tax_group_id,
DROP COLUMN IF EXISTS amount_type,
DROP COLUMN IF EXISTS include_base_amount,
DROP COLUMN IF EXISTS price_include,
DROP COLUMN IF EXISTS children_tax_ids;

DROP TABLE IF EXISTS financial.tax_groups;

COMMIT;

3.5 Rollback: COR-006

-- Rollback: 20260104_006_sales_invoice_link_rollback.sql
BEGIN;

DROP TRIGGER IF EXISTS trg_sales_orders_invoice_count ON sales.sales_orders;
DROP FUNCTION IF EXISTS sales.update_invoice_count();

ALTER TABLE sales.sales_orders
DROP COLUMN IF EXISTS invoice_ids,
DROP COLUMN IF EXISTS invoice_count;

COMMIT;

4. Tests de Regresion

4.1 Test Suite: COR-001 (PO States)

-- Test: test_cor001_po_states.sql

-- Test 1: Verificar que nuevo estado existe
DO $$
BEGIN
  ASSERT EXISTS (
    SELECT 1 FROM pg_enum
    WHERE enumlabel = 'to_approve'
    AND enumtypid = 'purchase.order_status'::regtype
  ), 'Estado to_approve debe existir';
END $$;

-- Test 2: Verificar transicion de estados
DO $$
DECLARE
  v_po_id UUID;
BEGIN
  -- Crear PO de prueba
  INSERT INTO purchase.purchase_orders (tenant_id, company_id, name, partner_id, order_date, currency_id, status)
  VALUES (get_current_tenant_id(), '...', 'TEST-001', '...', CURRENT_DATE, '...', 'draft')
  RETURNING id INTO v_po_id;

  -- Verificar transicion draft -> to_approve
  UPDATE purchase.purchase_orders SET status = 'to_approve' WHERE id = v_po_id;
  ASSERT (SELECT status FROM purchase.purchase_orders WHERE id = v_po_id) = 'to_approve';

  -- Cleanup
  DELETE FROM purchase.purchase_orders WHERE id = v_po_id;
END $$;

4.2 Test Suite: COR-002 (Move States)

-- Test: test_cor002_move_states.sql

-- Test 1: Verificar nuevos estados
DO $$
BEGIN
  ASSERT EXISTS (
    SELECT 1 FROM pg_enum
    WHERE enumlabel = 'waiting'
    AND enumtypid = 'inventory.move_status'::regtype
  ), 'Estado waiting debe existir';

  ASSERT EXISTS (
    SELECT 1 FROM pg_enum
    WHERE enumlabel = 'partially_available'
    AND enumtypid = 'inventory.move_status'::regtype
  ), 'Estado partially_available debe existir';
END $$;

4.3 Test Suite: COR-003 (Move Lines)

-- Test: test_cor003_move_lines.sql

-- Test 1: Verificar tabla existe
DO $$
BEGIN
  ASSERT EXISTS (
    SELECT 1 FROM information_schema.tables
    WHERE table_schema = 'inventory'
    AND table_name = 'stock_move_lines'
  ), 'Tabla stock_move_lines debe existir';
END $$;

-- Test 2: Verificar FK a stock_moves
DO $$
BEGIN
  ASSERT EXISTS (
    SELECT 1 FROM information_schema.table_constraints
    WHERE table_schema = 'inventory'
    AND table_name = 'stock_move_lines'
    AND constraint_type = 'FOREIGN KEY'
  ), 'FK a stock_moves debe existir';
END $$;

5. Documentacion a Actualizar Post-Ejecucion

5.1 Por Batch

Batch	Documentos a Actualizar
Batch 1	inventory-domain.md, financial-domain.md, sales-domain.md, INVENTARIO-OBJETOS-BD.yml
Batch 2	inventory-domain.md, purchase workflows, GRAFO-DEPENDENCIAS-SCHEMAS.md
Batch 3	financial-domain.md, MATRIZ-TRAZABILIDAD-RF-ET-BD.md
Batch 4	crm-domain.md, analytics-domain.md, projects-domain.md

5.2 Checklist Post-Ejecucion

Actualizar domain models con nuevas entidades/campos
Sincronizar schema docs (docs/04-modelado/database-design/schemas/)
Actualizar INVENTARIO-OBJETOS-BD.yml
Actualizar GRAFO-DEPENDENCIAS-SCHEMAS.md
Crear nuevos workflows (WORKFLOW-PURCHASE-APPROVAL.md, etc.)
Actualizar VALIDACION-COBERTURA-ODOO.md
Regenerar documentacion de API si aplica

6. Plan de Rollback General

6.1 Criterios de Rollback

Criterio	Accion
Test de regresion falla	Rollback inmediato
Error en produccion < 1 hora	Rollback script
Error en produccion > 1 hora	Evaluar fix forward
Datos corruptos	Restore de backup

6.2 Orden de Rollback

Rollback debe ser en orden inverso:
1. Batch 4 -> Batch 3 -> Batch 2 -> Batch 1

Dentro de cada batch, rollback en orden inverso de ejecucion.

7. Aprobacion del Plan Refinado

7.1 Checklist de Aprobacion

Plan de ejecucion por batches definido
Scripts de migracion creados (P0)
Scripts de rollback creados
Tests de regresion definidos
Documentacion a actualizar identificada
Plan de rollback general establecido

7.2 Resultado

PLAN REFINADO APROBADO para proceder a FASE 6 (Ejecucion)

8. Proximos Pasos (FASE 6)

Crear branch feature/odoo-alignment-batch1
Ejecutar Batch 1 migrations
Ejecutar tests de regresion
Actualizar documentacion
Merge y continuar con Batch 2

Generado: 2026-01-04 Herramienta: Claude Code

15 KiB Raw Permalink Blame History