erp-core/orchestration/02-planeacion/PLAN-EJECUCION-COMPLETO-2026-01-10.md

PLAN DE EJECUCION COMPLETO - CIERRE DE GAPS

ID: PLAN-EXEC-COMPLETO-2026-01-10 Fecha: 2026-01-10 Version: 1.0 Sistema: SIMCO v3.5 + CAPVED Orquestador: Claude Code - Opus 4.5 Fase: P (Planeacion) - FASE 3

---

1. CONTEXTO

1.1 Vinculacion

Campo	Valor
Proyecto	erp-core
Documento Base	ANALISIS-COMPLETO-PROYECTO-2026-01-10.md
Epic	EPIC-CIERRE-GAPS-2026-01
Total GAPS	33
Story Points	220 SP

1.2 Principios SIMCO Aplicables

• @OP_BACKEND - Operaciones de backend
• @OP_FRONTEND - Operaciones de frontend
• @OP_DATABASE - Operaciones de base de datos
• @VALIDAR - Validacion obligatoria
• @DOC-PRIMERO - Documentacion primero
• @TAREA - Gestion de tareas

---

2. ESTRUCTURA DEL PLAN

2.1 Fases de Ejecucion

SPRINT 1 (GAPS CRITICOS)     -> 45 SP  -> Prioridad: CRITICA
SPRINT 2 (GAPS ALTOS)        -> 47 SP  -> Prioridad: ALTA
SPRINT 3 (GAPS MEDIOS - P1)  -> 45 SP  -> Prioridad: MEDIA
SPRINT 4 (GAPS MEDIOS - P2)  -> 40 SP  -> Prioridad: MEDIA
SPRINT 5 (GAPS BAJOS + E2E)  -> 43 SP  -> Prioridad: BAJA

2.2 Orden de Ejecucion por Sprint

Siempre: DATABASE -> BACKEND -> FRONTEND -> TESTS -> VALIDACION

---

3. SPRINT 1: GAPS CRITICOS (45 SP)

3.1 Objetivos

• Desbloquear funcionalidad core del ERP
• Seeds de datos maestros criticos
• Corregir calculo de impuestos
• Habilitar API services criticos en frontend

3.2 Tareas en Orden de Ejecucion

3.2.1 DATABASE - Seeds Criticos (24 SP)

ID	Tarea	Archivo	Dependencias	SP
S1-DB-01	Crear seed de secuencias	seeds/05-sequences.sql	04-users.sql	5
S1-DB-02	Crear seed de categorias producto	seeds/06-product-categories.sql	05-sequences.sql	3
S1-DB-03	Crear seed financiero (COA, journals, taxes)	seeds/07-financial-setup.sql	05-sequences.sql	8
S1-DB-04	Crear seed de inventario (warehouses, locations)	seeds/08-inventory-setup.sql	06-product-categories.sql	3
S1-DB-05	Crear seed de productos	seeds/09-products.sql	08-inventory-setup.sql	5

Detalle S1-DB-01: Secuencias

-- Archivo: seeds/05-sequences.sql
-- Contenido requerido:
INSERT INTO core.sequences (id, tenant_id, company_id, code, name, prefix, suffix, padding, next_number, step) VALUES
-- Ventas
('seq-so', 'tenant-1', 'company-1', 'SO', 'Sales Order', 'SO', '', 6, 1, 1),
('seq-qt', 'tenant-1', 'company-1', 'QT', 'Quotation', 'QT', '', 6, 1, 1),
-- Compras
('seq-po', 'tenant-1', 'company-1', 'PO', 'Purchase Order', 'PO', '', 6, 1, 1),
('seq-rfq', 'tenant-1', 'company-1', 'RFQ', 'Request for Quotation', 'RFQ', '', 6, 1, 1),
-- Financiero
('seq-inv', 'tenant-1', 'company-1', 'INV', 'Invoice', 'INV', '', 6, 1, 1),
('seq-bill', 'tenant-1', 'company-1', 'BILL', 'Vendor Bill', 'BILL', '', 6, 1, 1),
('seq-pay', 'tenant-1', 'company-1', 'PAY', 'Payment', 'PAY', '', 6, 1, 1),
('seq-je', 'tenant-1', 'company-1', 'JE', 'Journal Entry', 'JE', '', 6, 1, 1),
-- Inventario
('seq-pick', 'tenant-1', 'company-1', 'PICK', 'Picking', 'PICK', '', 6, 1, 1),
('seq-adj', 'tenant-1', 'company-1', 'ADJ', 'Stock Adjustment', 'ADJ', '', 6, 1, 1),
('seq-lot', 'tenant-1', 'company-1', 'LOT', 'Lot/Batch', 'LOT', '', 6, 1, 1),
-- Productos
('seq-prod', 'tenant-1', 'company-1', 'PROD', 'Product', 'PROD', '', 6, 1, 1),
-- Partners
('seq-cust', 'tenant-1', 'company-1', 'CUST', 'Customer', 'CUST', '', 6, 1, 1),
('seq-vend', 'tenant-1', 'company-1', 'VEND', 'Vendor', 'VEND', '', 6, 1, 1),
-- HR
('seq-emp', 'tenant-1', 'company-1', 'EMP', 'Employee', 'EMP', '', 6, 1, 1);

Detalle S1-DB-03: Financial Setup

-- Archivo: seeds/07-financial-setup.sql
-- Contenido requerido:

-- 1. Account Types (10 registros)
INSERT INTO financial.account_types (id, code, name, type, internal_group, balance_type) VALUES
('at-asset', 'ASSET', 'Activos', 'asset', 'asset', 'debit'),
('at-liability', 'LIABILITY', 'Pasivos', 'liability', 'liability', 'credit'),
('at-equity', 'EQUITY', 'Capital', 'equity', 'equity', 'credit'),
('at-revenue', 'REVENUE', 'Ingresos', 'revenue', 'income', 'credit'),
('at-expense', 'EXPENSE', 'Gastos', 'expense', 'expense', 'debit'),
('at-cogs', 'COGS', 'Costo de Ventas', 'expense', 'expense', 'debit'),
('at-bank', 'BANK', 'Bancos', 'asset', 'bank', 'debit'),
('at-cash', 'CASH', 'Efectivo', 'asset', 'cash', 'debit'),
('at-receivable', 'AR', 'Cuentas por Cobrar', 'asset', 'receivable', 'debit'),
('at-payable', 'AP', 'Cuentas por Pagar', 'liability', 'payable', 'credit');

-- 2. Chart of Accounts (50+ registros)
-- Ver detalle en archivo completo

-- 3. Journals (5 registros)
INSERT INTO financial.journals (id, tenant_id, company_id, code, name, type, default_account_id) VALUES
('jnl-sales', 'tenant-1', 'company-1', 'SAL', 'Ventas', 'sale', 'acc-sales'),
('jnl-purchase', 'tenant-1', 'company-1', 'PUR', 'Compras', 'purchase', 'acc-purchases'),
('jnl-bank', 'tenant-1', 'company-1', 'BNK', 'Banco', 'bank', 'acc-bank'),
('jnl-cash', 'tenant-1', 'company-1', 'CSH', 'Caja', 'cash', 'acc-cash'),
('jnl-misc', 'tenant-1', 'company-1', 'MISC', 'Miscelaneos', 'general', null);

-- 4. Fiscal Year (2 registros)
INSERT INTO financial.fiscal_years (id, tenant_id, company_id, name, date_from, date_to, state) VALUES
('fy-2025', 'tenant-1', 'company-1', 'Ejercicio 2025', '2025-01-01', '2025-12-31', 'open'),
('fy-2026', 'tenant-1', 'company-1', 'Ejercicio 2026', '2026-01-01', '2026-12-31', 'open');

-- 5. Fiscal Periods (24 registros - 2 anios x 12 meses)
-- Ver detalle en archivo completo

-- 6. Taxes (5 registros)
INSERT INTO financial.taxes (id, tenant_id, company_id, name, type_tax_use, amount_type, amount, tax_group_id, active) VALUES
('tax-iva-16', 'tenant-1', 'company-1', 'IVA 16%', 'sale', 'percent', 16.00, 'tg-iva', true),
('tax-iva-16-purchase', 'tenant-1', 'company-1', 'IVA 16% Compras', 'purchase', 'percent', 16.00, 'tg-iva', true),
('tax-iva-0', 'tenant-1', 'company-1', 'IVA 0%', 'sale', 'percent', 0.00, 'tg-iva', true),
('tax-isr-ret', 'tenant-1', 'company-1', 'Retencion ISR 10%', 'purchase', 'percent', -10.00, 'tg-isr', true),
('tax-iva-ret', 'tenant-1', 'company-1', 'Retencion IVA 2/3', 'purchase', 'percent', -10.67, 'tg-iva', true);

-- 7. Payment Terms (5 registros)
INSERT INTO financial.payment_terms (id, tenant_id, company_id, name, note, line_ids) VALUES
('pt-immediate', 'tenant-1', 'company-1', 'Pago Inmediato', 'Pago al contado', null),
('pt-15d', 'tenant-1', 'company-1', '15 Dias', 'Pago a 15 dias', null),
('pt-30d', 'tenant-1', 'company-1', '30 Dias', 'Pago a 30 dias', null),
('pt-60d', 'tenant-1', 'company-1', '60 Dias', 'Pago a 60 dias', null),
('pt-90d', 'tenant-1', 'company-1', '90 Dias', 'Pago a 90 dias', null);

-- 8. Payment Methods (5 registros)
INSERT INTO financial.payment_methods (id, tenant_id, company_id, name, code, payment_type) VALUES
('pm-cash', 'tenant-1', 'company-1', 'Efectivo', 'CASH', 'inbound'),
('pm-transfer', 'tenant-1', 'company-1', 'Transferencia', 'TRANSFER', 'inbound'),
('pm-check', 'tenant-1', 'company-1', 'Cheque', 'CHECK', 'inbound'),
('pm-card', 'tenant-1', 'company-1', 'Tarjeta', 'CARD', 'inbound'),
('pm-outbound', 'tenant-1', 'company-1', 'Pago a Proveedores', 'OUTBOUND', 'outbound');

3.2.2 BACKEND - Correccion de TODOs Criticos (8 SP)

ID	Tarea	Archivo	Linea	Descripcion	SP
S1-BE-01	Implementar calculo de impuestos	sales/quotations.service.ts	416	Calcular taxes con TaxesService	4
S1-BE-02	Implementar calculo de impuestos	sales/orders.service.ts	466	Calcular taxes con TaxesService	4

Detalle S1-BE-01: Implementacion de Calculo de Impuestos

// Archivo: backend/src/modules/sales/quotations.service.ts
// Linea 416 - Reemplazar:
// const amountTax = 0; // TODO: Calculate taxes

// Por:
private async calculateLineTaxes(line: QuotationLine, tenantId: string): Promise<number> {
  if (!line.taxIds || line.taxIds.length === 0) {
    return 0;
  }

  const taxes = await this.taxesService.findByIds(line.taxIds, tenantId);
  let taxAmount = 0;

  for (const tax of taxes) {
    if (tax.amountType === 'percent') {
      taxAmount += (line.priceSubtotal * tax.amount) / 100;
    } else if (tax.amountType === 'fixed') {
      taxAmount += tax.amount * line.productUomQty;
    }
  }

  return taxAmount;
}

// Y actualizar recalculateTotals:
async recalculateTotals(quotationId: string, tenantId: string): Promise<void> {
  const quotation = await this.findById(quotationId, tenantId);

  let amountUntaxed = 0;
  let amountTax = 0;

  for (const line of quotation.lines) {
    amountUntaxed += line.priceSubtotal;
    amountTax += await this.calculateLineTaxes(line, tenantId);
  }

  const amountTotal = amountUntaxed + amountTax;

  await this.quotationRepository.update(quotationId, {
    amountUntaxed,
    amountTax,
    amountTotal,
    updatedAt: new Date(),
  });
}

3.2.3 FRONTEND - API Services Criticos (13 SP)

ID	Tarea	Archivo	Endpoints	SP
S1-FE-01	Crear Products API service	features/products/api/products.api.ts	8	3
S1-FE-02	Crear Inventory API service	features/inventory/api/inventory.api.ts	25	5
S1-FE-03	Crear Sales API service	features/sales/api/sales.api.ts	20	5

Detalle S1-FE-01: Products API Service

// Archivo: frontend/src/features/products/api/products.api.ts
import { axiosInstance } from '@/services/api/axios-instance';
import { API_ENDPOINTS } from '@/shared/constants/api-endpoints';
import { Product, CreateProductDto, UpdateProductDto, PaginatedResponse } from '../types';

export const productsApi = {
  getAll: async (params?: Record<string, any>): Promise<PaginatedResponse<Product>> => {
    const response = await axiosInstance.get(API_ENDPOINTS.INVENTORY.PRODUCTS, { params });
    return response.data;
  },

  getById: async (id: string): Promise<Product> => {
    const response = await axiosInstance.get(`${API_ENDPOINTS.INVENTORY.PRODUCTS}/${id}`);
    return response.data;
  },

  getStock: async (id: string): Promise<any> => {
    const response = await axiosInstance.get(`${API_ENDPOINTS.INVENTORY.PRODUCTS}/${id}/stock`);
    return response.data;
  },

  create: async (data: CreateProductDto): Promise<Product> => {
    const response = await axiosInstance.post(API_ENDPOINTS.INVENTORY.PRODUCTS, data);
    return response.data;
  },

  update: async (id: string, data: UpdateProductDto): Promise<Product> => {
    const response = await axiosInstance.put(`${API_ENDPOINTS.INVENTORY.PRODUCTS}/${id}`, data);
    return response.data;
  },

  delete: async (id: string): Promise<void> => {
    await axiosInstance.delete(`${API_ENDPOINTS.INVENTORY.PRODUCTS}/${id}`);
  },

  getByCategory: async (categoryId: string): Promise<Product[]> => {
    const response = await axiosInstance.get(API_ENDPOINTS.INVENTORY.PRODUCTS, {
      params: { categoryId }
    });
    return response.data.data;
  },

  search: async (query: string): Promise<Product[]> => {
    const response = await axiosInstance.get(API_ENDPOINTS.INVENTORY.PRODUCTS, {
      params: { search: query }
    });
    return response.data.data;
  },
};

Detalle S1-FE-02: Inventory API Service

// Archivo: frontend/src/features/inventory/api/inventory.api.ts
import { axiosInstance } from '@/services/api/axios-instance';
import { API_ENDPOINTS } from '@/shared/constants/api-endpoints';

export const inventoryApi = {
  // Warehouses
  warehouses: {
    getAll: async (params?: Record<string, any>) => {
      const response = await axiosInstance.get(API_ENDPOINTS.INVENTORY.WAREHOUSES, { params });
      return response.data;
    },
    getById: async (id: string) => {
      const response = await axiosInstance.get(`${API_ENDPOINTS.INVENTORY.WAREHOUSES}/${id}`);
      return response.data;
    },
    getStock: async (id: string) => {
      const response = await axiosInstance.get(`${API_ENDPOINTS.INVENTORY.WAREHOUSES}/${id}/stock`);
      return response.data;
    },
    create: async (data: any) => {
      const response = await axiosInstance.post(API_ENDPOINTS.INVENTORY.WAREHOUSES, data);
      return response.data;
    },
    update: async (id: string, data: any) => {
      const response = await axiosInstance.put(`${API_ENDPOINTS.INVENTORY.WAREHOUSES}/${id}`, data);
      return response.data;
    },
    delete: async (id: string) => {
      await axiosInstance.delete(`${API_ENDPOINTS.INVENTORY.WAREHOUSES}/${id}`);
    },
  },

  // Locations
  locations: {
    getAll: async (params?: Record<string, any>) => {
      const response = await axiosInstance.get(API_ENDPOINTS.INVENTORY.LOCATIONS, { params });
      return response.data;
    },
    getById: async (id: string) => {
      const response = await axiosInstance.get(`${API_ENDPOINTS.INVENTORY.LOCATIONS}/${id}`);
      return response.data;
    },
    getStock: async (id: string) => {
      const response = await axiosInstance.get(`${API_ENDPOINTS.INVENTORY.LOCATIONS}/${id}/stock`);
      return response.data;
    },
    create: async (data: any) => {
      const response = await axiosInstance.post(API_ENDPOINTS.INVENTORY.LOCATIONS, data);
      return response.data;
    },
    update: async (id: string, data: any) => {
      const response = await axiosInstance.put(`${API_ENDPOINTS.INVENTORY.LOCATIONS}/${id}`, data);
      return response.data;
    },
  },

  // Stock Moves
  stockMoves: {
    getAll: async (params?: Record<string, any>) => {
      const response = await axiosInstance.get(API_ENDPOINTS.INVENTORY.STOCK_MOVES, { params });
      return response.data;
    },
    getById: async (id: string) => {
      const response = await axiosInstance.get(`${API_ENDPOINTS.INVENTORY.STOCK_MOVES}/${id}`);
      return response.data;
    },
  },

  // Pickings
  pickings: {
    getAll: async (params?: Record<string, any>) => {
      const response = await axiosInstance.get(API_ENDPOINTS.INVENTORY.PICKINGS, { params });
      return response.data;
    },
    getById: async (id: string) => {
      const response = await axiosInstance.get(`${API_ENDPOINTS.INVENTORY.PICKINGS}/${id}`);
      return response.data;
    },
    create: async (data: any) => {
      const response = await axiosInstance.post(API_ENDPOINTS.INVENTORY.PICKINGS, data);
      return response.data;
    },
    confirm: async (id: string) => {
      const response = await axiosInstance.post(`${API_ENDPOINTS.INVENTORY.PICKINGS}/${id}/confirm`);
      return response.data;
    },
    validate: async (id: string) => {
      const response = await axiosInstance.post(`${API_ENDPOINTS.INVENTORY.PICKINGS}/${id}/validate`);
      return response.data;
    },
    cancel: async (id: string) => {
      const response = await axiosInstance.post(`${API_ENDPOINTS.INVENTORY.PICKINGS}/${id}/cancel`);
      return response.data;
    },
  },

  // Lots
  lots: {
    getAll: async (params?: Record<string, any>) => {
      const response = await axiosInstance.get(API_ENDPOINTS.INVENTORY.LOTS, { params });
      return response.data;
    },
    getById: async (id: string) => {
      const response = await axiosInstance.get(`${API_ENDPOINTS.INVENTORY.LOTS}/${id}`);
      return response.data;
    },
    create: async (data: any) => {
      const response = await axiosInstance.post(API_ENDPOINTS.INVENTORY.LOTS, data);
      return response.data;
    },
    getMovements: async (id: string) => {
      const response = await axiosInstance.get(`${API_ENDPOINTS.INVENTORY.LOTS}/${id}/movements`);
      return response.data;
    },
  },

  // Adjustments
  adjustments: {
    getAll: async (params?: Record<string, any>) => {
      const response = await axiosInstance.get(API_ENDPOINTS.INVENTORY.ADJUSTMENTS, { params });
      return response.data;
    },
    getById: async (id: string) => {
      const response = await axiosInstance.get(`${API_ENDPOINTS.INVENTORY.ADJUSTMENTS}/${id}`);
      return response.data;
    },
    create: async (data: any) => {
      const response = await axiosInstance.post(API_ENDPOINTS.INVENTORY.ADJUSTMENTS, data);
      return response.data;
    },
    confirm: async (id: string) => {
      const response = await axiosInstance.post(`${API_ENDPOINTS.INVENTORY.ADJUSTMENTS}/${id}/confirm`);
      return response.data;
    },
    validate: async (id: string) => {
      const response = await axiosInstance.post(`${API_ENDPOINTS.INVENTORY.ADJUSTMENTS}/${id}/validate`);
      return response.data;
    },
    cancel: async (id: string) => {
      const response = await axiosInstance.post(`${API_ENDPOINTS.INVENTORY.ADJUSTMENTS}/${id}/cancel`);
      return response.data;
    },
  },
};

3.3 Validacion Sprint 1

Tipo	Comando	Criterio Exito
Seeds	./scripts/recreate-database.sh --force	0 errores
Build Backend	npm run build	0 errores
Lint Backend	npm run lint	0 errores
Tests Backend	npm test	PASS all
Build Frontend	npm run build	0 errores

---

4. SPRINT 2: GAPS ALTOS (47 SP)

4.1 Objetivos

• Implementar email service productivo
• Completar permission middleware
• Tests para Sales y Purchases
• Tests para Audit (compliance)
• Seeds de listas de precio

4.2 Tareas en Orden de Ejecucion

4.2.1 DATABASE - Seeds Adicionales (6 SP)

ID	Tarea	Archivo	SP
S2-DB-01	Crear seed de listas de precio	seeds/10-pricelists.sql	3
S2-DB-02	Actualizar seed de partners con direcciones	seeds/11-sample-partners.sql	3

4.2.2 BACKEND - Correccion de TODOs Altos (15 SP)

ID	Tarea	Archivo	Linea	SP
S2-BE-01	Implementar email service productivo	shared/services/email.service.ts	66	5
S2-BE-02	Implementar envio de email cotizacion	sales/quotations.service.ts	478	3
S2-BE-03	Completar permission middleware	shared/middleware/auth.middleware.ts	81	5
S2-BE-04	Integrar notifications con scheduler	reports/scheduler.service.ts	360	2

Detalle S2-BE-01: Email Service Productivo

// Archivo: backend/src/shared/services/email.service.ts
// Linea 66 - Implementar SendGrid/Nodemailer/AWS SES

import { Injectable } from '@nestjs/common';
import * as nodemailer from 'nodemailer';
import { ConfigService } from '@nestjs/config';

@Injectable()
export class EmailService {
  private transporter: nodemailer.Transporter;

  constructor(private configService: ConfigService) {
    const emailProvider = this.configService.get<string>('EMAIL_PROVIDER');

    if (emailProvider === 'smtp') {
      this.transporter = nodemailer.createTransport({
        host: this.configService.get<string>('SMTP_HOST'),
        port: this.configService.get<number>('SMTP_PORT'),
        secure: this.configService.get<boolean>('SMTP_SECURE'),
        auth: {
          user: this.configService.get<string>('SMTP_USER'),
          pass: this.configService.get<string>('SMTP_PASSWORD'),
        },
      });
    } else if (emailProvider === 'sendgrid') {
      // SendGrid implementation
      this.transporter = nodemailer.createTransport({
        service: 'SendGrid',
        auth: {
          user: 'apikey',
          pass: this.configService.get<string>('SENDGRID_API_KEY'),
        },
      });
    }
  }

  async sendEmail(options: {
    to: string;
    subject: string;
    html: string;
    attachments?: any[];
  }): Promise<void> {
    const from = this.configService.get<string>('EMAIL_FROM');

    if (this.configService.get<string>('NODE_ENV') === 'development') {
      console.log('[EMAIL-DEV] Would send:', { to: options.to, subject: options.subject });
      return;
    }

    await this.transporter.sendMail({
      from,
      to: options.to,
      subject: options.subject,
      html: options.html,
      attachments: options.attachments,
    });
  }

  async sendQuotationEmail(quotation: any, recipientEmail: string): Promise<void> {
    const html = this.generateQuotationHtml(quotation);
    await this.sendEmail({
      to: recipientEmail,
      subject: `Cotizacion ${quotation.name} - ${quotation.companyName}`,
      html,
    });
  }

  private generateQuotationHtml(quotation: any): string {
    return `
      <h1>Cotizacion ${quotation.name}</h1>
      <p>Estimado ${quotation.partnerName},</p>
      <p>Adjunto encontrara nuestra cotizacion por un monto de ${quotation.currencySymbol}${quotation.amountTotal.toFixed(2)}.</p>
      <p>Quedo a sus ordenes.</p>
    `;
  }
}

4.2.3 BACKEND - Tests Criticos (26 SP)

ID	Tarea	Archivo	Tests Estimados	SP
S2-BE-05	Tests orders.service	sales/__tests__/orders.service.spec.ts	35	5
S2-BE-06	Tests quotations.service	sales/__tests__/quotations.service.spec.ts	35	5
S2-BE-07	Tests pricelists.service	sales/__tests__/pricelists.service.spec.ts	20	3
S2-BE-08	Tests purchases.service	purchases/__tests__/purchases.service.spec.ts	30	5
S2-BE-09	Tests audit.service	audit/__tests__/audit.service.spec.ts	25	3
S2-BE-10	Tests access-logs.service	audit/__tests__/access-logs.service.spec.ts	20	3
S2-BE-11	Tests security-events.service	audit/__tests__/security-events.service.spec.ts	15	2

4.3 Validacion Sprint 2

Tipo	Comando	Criterio Exito
Seeds	./scripts/recreate-database.sh --force	0 errores
Tests Backend	npm test -- --coverage	>50% coverage
Email Test	Manual verification	Email received

---

5. SPRINT 3: GAPS MEDIOS - Parte 1 (45 SP)

5.1 Objetivos

• Tests para HR, Reports, Projects
• Frontend API services para Projects, CRM

5.2 Tareas

5.2.1 BACKEND - Tests (35 SP)

ID	Tarea	Archivo	Tests	SP
S3-BE-01	Tests employees.service	hr/__tests__/employees.service.spec.ts	30	5
S3-BE-02	Tests contracts.service	hr/__tests__/contracts.service.spec.ts	25	3
S3-BE-03	Tests leaves.service	hr/__tests__/leaves.service.spec.ts	25	3
S3-BE-04	Tests payslips.service	hr/__tests__/payslips.service.spec.ts	35	5
S3-BE-05	Tests departments.service	hr/__tests__/departments.service.spec.ts	15	2
S3-BE-06	Tests reports.service	reports/__tests__/reports.service.spec.ts	20	3
S3-BE-07	Tests dashboards.service	reports/__tests__/dashboards.service.spec.ts	20	3
S3-BE-08	Tests report-builder.service	reports/__tests__/report-builder.service.spec.ts	20	3
S3-BE-09	Tests projects.service	projects/__tests__/projects.service.spec.ts	25	3
S3-BE-10	Tests tasks.service	projects/__tests__/tasks.service.spec.ts	25	3
S3-BE-11	Tests timesheets.service	projects/__tests__/timesheets.service.spec.ts	20	2

5.2.2 FRONTEND - API Services (10 SP)

ID	Tarea	Archivo	SP
S3-FE-01	Crear Projects API service	features/projects/api/projects.api.ts	5
S3-FE-02	Crear CRM API service	features/crm/api/crm.api.ts	5

---

6. SPRINT 4: GAPS MEDIOS - Parte 2 (40 SP)

6.1 Objetivos

• Tests para Financial, Inventory, CRM
• Frontend API services para HR, Purchases

6.2 Tareas

6.2.1 BACKEND - Tests (30 SP)

ID	Tarea	Archivo	Tests	SP
S4-BE-01	Tests taxes.service	financial/__tests__/taxes.service.spec.ts	25	3
S4-BE-02	Tests journals.service	financial/__tests__/journals.service.spec.ts	20	3
S4-BE-03	Tests fiscalPeriods.service	financial/__tests__/fiscalPeriods.service.spec.ts	20	3
S4-BE-04	Tests reconcile-models.service	financial/__tests__/reconcile-models.service.spec.ts	25	5
S4-BE-05	Tests warehouses.service	inventory/__tests__/warehouses.service.spec.ts	20	3
S4-BE-06	Tests locations.service	inventory/__tests__/locations.service.spec.ts	20	3
S4-BE-07	Tests pickings.service	inventory/__tests__/pickings.service.spec.ts	30	5
S4-BE-08	Tests leads.service	crm/__tests__/leads.service.spec.ts	25	3
S4-BE-09	Tests opportunities.service	crm/__tests__/opportunities.service.spec.ts	25	2

6.2.2 FRONTEND - API Services (10 SP)

ID	Tarea	Archivo	SP
S4-FE-01	Crear HR API service	features/hr/api/hr.api.ts	5
S4-FE-02	Crear Purchases API service	features/purchases/api/purchases.api.ts	5

---

7. SPRINT 5: GAPS BAJOS + E2E (43 SP)

7.1 Objetivos

• Tests restantes (System, Shared, minor services)
• Tests E2E con Playwright
• Seeds opcionales (HR, CRM, Projects)

7.2 Tareas

7.2.1 BACKEND - Tests Restantes (14 SP)

ID	Tarea	Archivo	Tests	SP
S5-BE-01	Tests token.service	auth/__tests__/token.service.spec.ts	20	3
S5-BE-02	Tests base.service	shared/__tests__/base.service.spec.ts	15	2
S5-BE-03	Tests email.service	shared/__tests__/email.service.spec.ts	15	2
S5-BE-04	Tests cache.service	shared/__tests__/cache.service.spec.ts	15	2
S5-BE-05	Tests notifications.service	system/__tests__/notifications.service.spec.ts	15	2
S5-BE-06	Tests companies.service	companies/__tests__/companies.service.spec.ts	15	3

7.2.2 E2E TESTS (21 SP)

ID	Tarea	Archivo	Flujos	SP
S5-E2E-01	Setup Playwright	e2e/playwright.config.ts	-	3
S5-E2E-02	Auth E2E tests	e2e/tests/auth.spec.ts	Login, Register, MFA	5
S5-E2E-03	Sales E2E tests	e2e/tests/sales.spec.ts	Quote to Order	5
S5-E2E-04	Inventory E2E tests	e2e/tests/inventory.spec.ts	Stock movement	5
S5-E2E-05	Financial E2E tests	e2e/tests/financial.spec.ts	Invoice to Payment	3

7.2.3 DATABASE - Seeds Opcionales (8 SP)

ID	Tarea	Archivo	SP
S5-DB-01	Seeds HR demo	seeds/demo/hr-demo.sql	3
S5-DB-02	Seeds CRM demo	seeds/demo/crm-demo.sql	2
S5-DB-03	Seeds Projects demo	seeds/demo/projects-demo.sql	3

---

8. RESUMEN DEL PLAN

8.1 Por Sprint

Sprint	Foco	Story Points	Archivos
Sprint 1	GAPS Criticos	45 SP	11 archivos
Sprint 2	GAPS Altos	47 SP	13 archivos
Sprint 3	GAPS Medios P1	45 SP	13 archivos
Sprint 4	GAPS Medios P2	40 SP	11 archivos
Sprint 5	GAPS Bajos + E2E	43 SP	14 archivos
TOTAL	-	220 SP	62 archivos

8.2 Por Tipo de Trabajo

Tipo	Story Points	% Total
Database Seeds	38 SP	17%
Backend TODOs	23 SP	10%
Backend Tests	96 SP	44%
Frontend APIs	41 SP	19%
E2E Tests	21 SP	10%

8.3 Cobertura Final Esperada

Metrica	Actual	Esperado Post-Plan
Servicios con tests	39.5%	95%+
Tablas con seeds	14.1%	80%+
Frontend API coverage	60%	100%
E2E flows	0	4 flujos criticos

---

9. DEPENDENCIAS CRITICAS

9.1 Dependencias entre Tareas

S1-DB-01 (sequences)
    └── S1-DB-02 (categories)
    └── S1-DB-03 (financial)
         └── S1-BE-01 (tax calculation)
         └── S1-BE-02 (tax calculation)
    └── S1-DB-04 (inventory)
         └── S1-DB-05 (products)
              └── S1-FE-01 (products api)
              └── S1-FE-02 (inventory api)

S2-BE-01 (email service)
    └── S2-BE-02 (quotation email)

S2-BE-03 (permission middleware)
    └── Depends on: roles/permissions seeds (existentes)

9.2 Archivos con Multiples Dependencias

Archivo	Dependencias	Impacto si Falla
seeds/05-sequences.sql	Todos los documentos	CRITICO
seeds/07-financial-setup.sql	Invoices, Payments, Taxes	CRITICO
sales/quotations.service.ts	Taxes, Email, Partners	ALTO
shared/services/email.service.ts	Quotations, Reports, Notifications	ALTO

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10. CRITERIOS DE ACEPTACION POR SPRINT

Sprint 1

• Seeds ejecutan sin errores en recreate-database.sh
• COA tiene 50+ cuentas correctamente jerarquizadas
• Impuestos calculan correctamente en quotations y orders
• Frontend Products API consume endpoint correctamente
• Frontend Inventory API consume endpoints correctamente
• Frontend Sales API consume endpoints correctamente

Sprint 2

• Email service envia correos en produccion
• Permission middleware valida permisos desde DB
• Tests Sales tienen >80% coverage
• Tests Purchases tienen >80% coverage
• Tests Audit tienen >80% coverage

Sprint 3

• Tests HR tienen >80% coverage
• Tests Reports tienen >80% coverage
• Tests Projects tienen >80% coverage
• Frontend Projects API funcional
• Frontend CRM API funcional

Sprint 4

• Tests Financial adicionales >80% coverage
• Tests Inventory adicionales >80% coverage
• Tests CRM tienen >80% coverage
• Frontend HR API funcional
• Frontend Purchases API funcional

Sprint 5

• Cobertura total backend >90%
• E2E Auth flow pasa
• E2E Sales flow pasa
• E2E Inventory flow pasa
• E2E Financial flow pasa

---

11. RIESGOS Y MITIGACION

Riesgo	Probabilidad	Impacto	Mitigacion
Tax calculation compleja	MEDIA	ALTO	Usar TaxesService existente, solo integrar
Email provider config	BAJA	MEDIO	Usar nodemailer con SMTP generico
Tests E2E inestables	ALTA	MEDIO	Usar fixtures, evitar datos dinamicos
Seeds conflicto IDs	MEDIA	ALTO	Usar UUIDs generados, no hardcoded
Dependencias circulares	BAJA	ALTO	Revisar imports antes de implementar

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12. DOCUMENTACION REQUERIDA

Por Sprint

Sprint	Documentos a Actualizar
Sprint 1	MASTER_INVENTORY.yml, REPORTE-EJECUCION-S1.md
Sprint 2	MASTER_INVENTORY.yml, REPORTE-EJECUCION-S2.md
Sprint 3	MASTER_INVENTORY.yml, REPORTE-EJECUCION-S3.md
Sprint 4	MASTER_INVENTORY.yml, REPORTE-EJECUCION-S4.md
Sprint 5	MASTER_INVENTORY.yml, REPORTE-FINAL.md

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Documento generado por: ORQUESTADOR (Claude Code Opus 4.5) Sistema: SIMCO v3.5 + CAPVED Fase: P (Planeacion) - COMPLETADA Siguiente fase: V (Validacion de Plan)