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[SIMCO-V38] feat: Actualizar a SIMCO v3.8.0 + cambios backend 
- HERENCIA-SIMCO.md actualizado con directivas v3.7 y v3.8
- Actualizaciones en modulos CRM y OpenAPI

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-10 08:53:05 -06:00

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PLAN REFINADO COMPLETO - CIERRE DE GAPS

ID: PLAN-REFINADO-2026-01-10 Fecha: 2026-01-10 Version: 2.0 (Refinado) Sistema: SIMCO v3.5 + CAPVED Orquestador: Claude Code - Opus 4.5 Fase: R (Refinamiento) - FASE 5

1. RESUMEN DE CAMBIOS VS PLAN ORIGINAL

1.1 Items Agregados

Categoria Items Agregados SP Adicionales
Tests Backend 21 tests faltantes 42 SP
Frontend API System API service 3 SP
Frontend Fix CategoryDetailPage productCount 1 SP
TOTAL AGREGADO 23 items 46 SP

1.2 Story Points Finales

Sprint SP Original SP Agregados SP Final
Sprint 1 45 0 45
Sprint 2 47 12 59
Sprint 3 45 12 57
Sprint 4 40 13 53
Sprint 5 43 9 52
TOTAL 220 46 266

2. SPRINT 1: GAPS CRITICOS (45 SP) - SIN CAMBIOS

2.1 DATABASE - Seeds Criticos (24 SP)

ID Tarea Archivo SP
S1-DB-01 Seed de secuencias seeds/05-sequences.sql 5
S1-DB-02 Seed de categorias producto seeds/06-product-categories.sql 3
S1-DB-03 Seed financiero completo seeds/07-financial-setup.sql 8
S1-DB-04 Seed de inventario seeds/08-inventory-setup.sql 3
S1-DB-05 Seed de productos seeds/09-products.sql 5

2.2 BACKEND - Correccion TODOs Criticos (8 SP)

ID Tarea Archivo SP
S1-BE-01 Implementar calculo impuestos quotations sales/quotations.service.ts 4
S1-BE-02 Implementar calculo impuestos orders sales/orders.service.ts 4

2.3 FRONTEND - API Services Criticos (13 SP)

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

3. SPRINT 2: GAPS ALTOS (59 SP) - +12 SP

3.1 DATABASE - Seeds Adicionales (6 SP)

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

3.2 BACKEND - Correccion TODOs Altos (15 SP)

ID Tarea Archivo SP
S2-BE-01 Email service productivo shared/services/email.service.ts 5
S2-BE-02 Envio email cotizacion sales/quotations.service.ts 3
S2-BE-03 Permission middleware shared/middleware/auth.middleware.ts 5
S2-BE-04 Notifications scheduler reports/scheduler.service.ts 2

3.3 BACKEND - Tests Sales/Purchases/Audit (26 SP - Original)

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

3.4 BACKEND - Tests AGREGADOS Sprint 2 (12 SP) - NUEVO

ID Tarea Archivo SP
S2-BE-12 Tests apiKeys.service auth/__tests__/apiKeys.service.spec.ts 3
S2-BE-13 Tests email-verification.service auth/__tests__/email-verification.service.spec.ts 2
S2-BE-14 Tests customer-groups.service sales/__tests__/customer-groups.service.spec.ts 2
S2-BE-15 Tests sales-teams.service sales/__tests__/sales-teams.service.spec.ts 2
S2-BE-16 Tests rfqs.service purchases/__tests__/rfqs.service.spec.ts 3

4. SPRINT 3: GAPS MEDIOS P1 (57 SP) - +12 SP

4.1 BACKEND - Tests HR/Reports/Projects Original (35 SP)

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

4.2 BACKEND - Tests AGREGADOS Sprint 3 (12 SP) - NUEVO

ID Tarea Archivo SP
S3-BE-12 Tests product-categories.service core/__tests__/product-categories.service.spec.ts 3
S3-BE-13 Tests sequences.service core/__tests__/sequences.service.spec.ts 3
S3-BE-14 Tests export.service reports/__tests__/export.service.spec.ts 2
S3-BE-15 Tests scheduler.service reports/__tests__/scheduler.service.spec.ts 3
S3-BE-16 Tests oauth.service auth/__tests__/oauth.service.spec.ts 1

4.3 FRONTEND - API Services (10 SP)

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

5. SPRINT 4: GAPS MEDIOS P2 (53 SP) - +13 SP

5.1 BACKEND - Tests Financial/Inventory/CRM Original (30 SP)

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

5.2 BACKEND - Tests AGREGADOS Sprint 4 (13 SP) - NUEVO

ID Tarea Archivo SP
S4-BE-10 Tests incoterms.service financial/__tests__/incoterms.service.spec.ts 1
S4-BE-11 Tests payment-methods.service financial/__tests__/payment-methods.service.spec.ts 2
S4-BE-12 Tests payment-terms.service financial/__tests__/payment-terms.service.spec.ts 2
S4-BE-13 Tests adjustments.service inventory/__tests__/adjustments.service.spec.ts 3
S4-BE-14 Tests lots.service inventory/__tests__/lots.service.spec.ts 2
S4-BE-15 Tests stages.service crm/__tests__/stages.service.spec.ts 1
S4-BE-16 Tests tags.service crm/__tests__/tags.service.spec.ts 1
S4-BE-17 Tests token.service auth/__tests__/token.service.spec.ts 1

5.3 FRONTEND - API Services (10 SP)

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

6. SPRINT 5: GAPS BAJOS + E2E (52 SP) - +9 SP

6.1 BACKEND - Tests Restantes Original (14 SP)

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

6.2 BACKEND - Tests AGREGADOS Sprint 5 (9 SP) - NUEVO

ID Tarea Archivo SP
S5-BE-06 Tests package-types.service inventory/__tests__/package-types.service.spec.ts 1
S5-BE-07 Tests pdf.service reports/__tests__/pdf.service.spec.ts 1
S5-BE-08 Tests ranking.service partners/__tests__/ranking.service.spec.ts 1
S5-BE-09 Tests activities.service system/__tests__/activities.service.spec.ts 2
S5-BE-10 Tests messages.service system/__tests__/messages.service.spec.ts 2

6.3 FRONTEND - Items AGREGADOS (4 SP) - NUEVO

ID Tarea Archivo SP
S5-FE-01 System API service features/system/api/system.api.ts 3
S5-FE-02 Fix CategoryDetailPage productCount pages/catalogs/categories/CategoryDetailPage.tsx 1

6.4 E2E TESTS (21 SP)

ID Tarea Archivo SP
S5-E2E-01 Setup Playwright e2e/playwright.config.ts 3
S5-E2E-02 Auth E2E tests e2e/tests/auth.spec.ts 5
S5-E2E-03 Sales E2E tests e2e/tests/sales.spec.ts 5
S5-E2E-04 Inventory E2E tests e2e/tests/inventory.spec.ts 5
S5-E2E-05 Financial E2E tests e2e/tests/financial.spec.ts 3

6.5 DATABASE - Seeds Demo (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

7. RESUMEN TOTAL DE ARCHIVOS

7.1 Seeds (12 archivos)

Archivo Sprint Descripcion
seeds/05-sequences.sql 1 15 secuencias de numeracion
seeds/06-product-categories.sql 1 Categorias de producto
seeds/07-financial-setup.sql 1 COA, journals, taxes, terms
seeds/08-inventory-setup.sql 1 Warehouses, locations
seeds/09-products.sql 1 20 productos sample
seeds/10-pricelists.sql 2 Listas de precio
seeds/11-sample-partners.sql 2 Partners con direcciones
seeds/demo/hr-demo.sql 5 Empleados, contratos demo
seeds/demo/crm-demo.sql 5 Leads, oportunidades demo
seeds/demo/projects-demo.sql 5 Proyectos, tareas demo

7.2 Backend Modificaciones (5 archivos)

Archivo Sprint Modificacion
sales/quotations.service.ts 1, 2 Tax calc, email
sales/orders.service.ts 1 Tax calculation
shared/middleware/auth.middleware.ts 2 Permission check
shared/services/email.service.ts 2 Production email
reports/scheduler.service.ts 2 Notifications

7.3 Backend Tests (51 archivos)

Modulo Tests Sprint
auth 5 2, 3, 4
core 2 3
financial 7 4
inventory 6 4, 5
sales 5 2
purchases 2 2
hr 5 3
audit 3 2
reports 6 3, 5
projects 3 3
crm 4 4
companies 1 5
partners 1 5
system 3 5
shared 3 5
TOTAL 51 -

7.4 Frontend API Services (9 archivos)

Archivo Sprint
features/products/api/products.api.ts 1
features/inventory/api/inventory.api.ts 1
features/sales/api/sales.api.ts 1
features/projects/api/projects.api.ts 3
features/crm/api/crm.api.ts 3
features/hr/api/hr.api.ts 4
features/purchases/api/purchases.api.ts 4
features/system/api/system.api.ts 5
pages/catalogs/categories/CategoryDetailPage.tsx 5

7.5 E2E Tests (5 archivos)

Archivo Sprint
e2e/playwright.config.ts 5
e2e/tests/auth.spec.ts 5
e2e/tests/sales.spec.ts 5
e2e/tests/inventory.spec.ts 5
e2e/tests/financial.spec.ts 5

8. COBERTURA FINAL ESPERADA

8.1 Tests por Modulo

Modulo Servicios Tests Planeados Cobertura
Auth 8 8 100%
Core 7 7 100%
Financial 11 11 100%
Inventory 9 9 100%
Sales 5 5 100%
Purchases 2 2 100%
HR 7 7 100%
Audit 3 3 100%
Reports 6 6 100%
Projects 3 3 100%
CRM 4 4 100%
Roles 2 2 (existentes) 100%
Users 1 1 (existente) 100%
Tenants 1 1 (existente) 100%
Companies 1 1 100%
Partners 2 2 100%
System 4 4 100%
Shared 3 3 100%
TOTAL 76 76 100%

8.2 Frontend API Coverage

Modulo API Service Estado
Auth Existente 100%
Financial Existente 100%
Catalogs Existente 100%
Users Existente 100%
Partners Existente 100%
Companies Existente 100%
Audit Existente 100%
Notifications Existente 100%
Dashboards Existente 100%
Report Builder Existente 100%
Scheduled Reports Existente 100%
Tenants Existente 100%
Products Planeado S1 100%
Inventory Planeado S1 100%
Sales Planeado S1 100%
Projects Planeado S3 100%
CRM Planeado S3 100%
HR Planeado S4 100%
Purchases Planeado S4 100%
System Planeado S5 100%
TOTAL 20/20 100%

8.3 Seeds Coverage

Schema Tablas Seeds %
auth 33 7 21%
core 16 8 50%
financial 21 15 71%
inventory 33 10 30%
sales 12 4 33%
purchase 9 1 11%
hr 19 3 (demo) 16%
crm 12 3 (demo) 25%
projects 15 3 (demo) 20%
system 11 2 18%
TOTAL 177 ~56 ~32%

Nota: Seeds cubren tablas criticas de configuracion, no todas las tablas operacionales

9. VALIDACION DEL PLAN REFINADO

9.1 Checklist de Completitud

  • Todos los GAPS criticos cubiertos (10/10)
  • Todos los GAPS altos cubiertos (8/8)
  • Todos los GAPS medios cubiertos (9/9)
  • GAPS bajos cubiertos (6/6)
  • 100% servicios backend con tests planeados
  • 100% frontend APIs planeados
  • E2E tests planeados (4 flujos)
  • Seeds de datos maestros planeados
  • Dependencias correctamente ordenadas

9.2 Gate de Aprobacion

╔════════════════════════════════════════════════════════════╗
║                                                            ║
║   PLAN REFINADO: APROBADO                                  ║
║                                                            ║
║   Total Story Points: 266 SP                               ║
║   Sprints: 5                                               ║
║   Archivos a crear: 77                                     ║
║   Archivos a modificar: 5                                  ║
║   Cobertura tests esperada: 100%                           ║
║   Cobertura frontend APIs: 100%                            ║
║                                                            ║
║   LISTO PARA EJECUCION                                     ║
║                                                            ║
╚════════════════════════════════════════════════════════════╝

10. ORDEN DE EJECUCION SPRINT 1

Para iniciar la ejecucion, el orden de tareas en Sprint 1 es:

1. S1-DB-01: seeds/05-sequences.sql
2. S1-DB-02: seeds/06-product-categories.sql
3. S1-DB-03: seeds/07-financial-setup.sql
4. S1-DB-04: seeds/08-inventory-setup.sql
5. S1-DB-05: seeds/09-products.sql
6. Ejecutar: ./scripts/recreate-database.sh --force
7. S1-BE-01: sales/quotations.service.ts (tax calc)
8. S1-BE-02: sales/orders.service.ts (tax calc)
9. Ejecutar: npm run build && npm test
10. S1-FE-01: features/products/api/products.api.ts
11. S1-FE-02: features/inventory/api/inventory.api.ts
12. S1-FE-03: features/sales/api/sales.api.ts
13. Ejecutar: npm run build (frontend)

Documento generado por: ORQUESTADOR (Claude Code Opus 4.5) Sistema: SIMCO v3.5 + CAPVED Fase: R (Refinamiento) - COMPLETADA Estado: PLAN APROBADO Siguiente fase: FASE 6 - Ejecucion