7d05081b4d
Add complete specifications for 5 advanced modules: - SAAS-018 Sales Foundation (21 SP) - Leads, opportunities, pipeline - SAAS-019 Portfolio (13 SP) - Product/service catalog - SAAS-020 Commissions (13 SP) - Commission system for salespeople - SAAS-021 MLM (21 SP) - Multi-level marketing networks - SAAS-022 Goals (13 SP) - Goals and objectives tracking Each specification includes: - Complete DDL with RLS policies - Full API endpoint documentation - Frontend pages and components - Dependencies and integration points - Story point estimates Total new SP: 81 (bringing total to 260 SP) Core modules: 14 (100% complete) Advanced modules: 5 (specified, ready for implementation) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
297 lines
7.9 KiB
Markdown
297 lines
7.9 KiB
Markdown
---
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id: "SAAS-019"
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title: "Portfolio"
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type: "Module"
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status: "Specified"
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priority: "P2"
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module: "portfolio"
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version: "1.0.0"
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created_date: "2026-01-24"
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updated_date: "2026-01-24"
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estimated_sp: 13
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---
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# SAAS-019: Portfolio
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## Metadata
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- **Codigo:** SAAS-019
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- **Modulo:** Portfolio
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- **Prioridad:** P2
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- **Estado:** Especificado
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- **Fase:** 6 - Advanced Features
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- **Story Points:** 13
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## Descripcion
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Catalogo de productos y servicios para plataformas SaaS. Permite definir ofertas, precios, categorias y variantes. Se integra con Sales para cotizaciones y con Billing para suscripciones basadas en productos.
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## Objetivos
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1. Catalogo de productos/servicios configurable
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2. Categorias y subcategorias jerarquicas
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3. Precios con multiples monedas
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4. Variantes de productos (tallas, colores, etc.)
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5. Integracion con Sales y Billing
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## Alcance
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### Incluido
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- CRUD de productos/servicios
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- Categorias jerarquicas
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- Precios por moneda
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- Variantes basicas
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- Imagenes de productos
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- Productos activos/inactivos
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- Busqueda y filtros
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- Exportacion catalogo
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### Excluido
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- Inventario (erp-core)
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- Ordenes de compra (erp-core)
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- Proveedores (erp-core)
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- Configurador de productos complejo
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## Modelo de Datos
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### Schema: portfolio
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```sql
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-- Categorias
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CREATE TABLE portfolio.categories (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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tenant_id UUID NOT NULL REFERENCES tenants.tenants(id),
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name VARCHAR(100) NOT NULL,
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slug VARCHAR(100) NOT NULL,
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description TEXT,
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parent_id UUID REFERENCES portfolio.categories(id),
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image_url VARCHAR(500),
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position INTEGER DEFAULT 0,
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is_active BOOLEAN DEFAULT true,
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created_at TIMESTAMPTZ DEFAULT NOW(),
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updated_at TIMESTAMPTZ DEFAULT NOW(),
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CONSTRAINT unique_category_slug UNIQUE (tenant_id, slug)
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);
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-- Productos
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CREATE TABLE portfolio.products (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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tenant_id UUID NOT NULL REFERENCES tenants.tenants(id),
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-- Info basica
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name VARCHAR(200) NOT NULL,
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slug VARCHAR(200) NOT NULL,
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description TEXT,
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short_description VARCHAR(500),
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-- Clasificacion
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type portfolio.product_type NOT NULL DEFAULT 'product',
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category_id UUID REFERENCES portfolio.categories(id),
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-- Codigo
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sku VARCHAR(100),
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barcode VARCHAR(100),
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-- Precios
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base_price DECIMAL(15,2) NOT NULL DEFAULT 0,
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currency VARCHAR(3) DEFAULT 'USD',
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tax_rate DECIMAL(5,2) DEFAULT 0,
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-- Estado
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status portfolio.product_status NOT NULL DEFAULT 'draft',
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is_featured BOOLEAN DEFAULT false,
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-- Media
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images JSONB DEFAULT '[]',
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thumbnail_url VARCHAR(500),
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-- Metadata
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tags JSONB DEFAULT '[]',
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attributes JSONB DEFAULT '{}',
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meta_title VARCHAR(200),
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meta_description VARCHAR(500),
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-- Audit
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created_at TIMESTAMPTZ DEFAULT NOW(),
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updated_at TIMESTAMPTZ DEFAULT NOW(),
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CONSTRAINT unique_product_slug UNIQUE (tenant_id, slug),
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CONSTRAINT unique_product_sku UNIQUE (tenant_id, sku)
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);
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-- Variantes
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CREATE TABLE portfolio.variants (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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product_id UUID NOT NULL REFERENCES portfolio.products(id) ON DELETE CASCADE,
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tenant_id UUID NOT NULL REFERENCES tenants.tenants(id),
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name VARCHAR(200) NOT NULL,
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sku VARCHAR(100),
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-- Precio diferencial
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price_adjustment DECIMAL(15,2) DEFAULT 0,
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price_type portfolio.price_type DEFAULT 'adjustment', -- 'adjustment' | 'fixed'
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-- Atributos (color, talla, etc.)
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attributes JSONB NOT NULL DEFAULT '{}',
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-- Estado
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is_active BOOLEAN DEFAULT true,
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created_at TIMESTAMPTZ DEFAULT NOW()
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);
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-- Precios por moneda
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CREATE TABLE portfolio.prices (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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product_id UUID NOT NULL REFERENCES portfolio.products(id) ON DELETE CASCADE,
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variant_id UUID REFERENCES portfolio.variants(id) ON DELETE CASCADE,
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currency VARCHAR(3) NOT NULL,
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amount DECIMAL(15,2) NOT NULL,
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-- Precios especiales
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compare_at_price DECIMAL(15,2), -- Precio tachado
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cost_price DECIMAL(15,2), -- Costo
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-- Vigencia
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starts_at TIMESTAMPTZ,
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ends_at TIMESTAMPTZ,
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created_at TIMESTAMPTZ DEFAULT NOW(),
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CONSTRAINT unique_price UNIQUE (product_id, variant_id, currency)
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);
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-- Enums
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CREATE TYPE portfolio.product_type AS ENUM (
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'product', 'service', 'digital', 'subscription'
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);
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CREATE TYPE portfolio.product_status AS ENUM (
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'draft', 'active', 'inactive', 'archived'
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);
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CREATE TYPE portfolio.price_type AS ENUM (
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'adjustment', 'fixed'
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);
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```
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### RLS Policies
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```sql
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ALTER TABLE portfolio.categories ENABLE ROW LEVEL SECURITY;
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ALTER TABLE portfolio.products ENABLE ROW LEVEL SECURITY;
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ALTER TABLE portfolio.variants ENABLE ROW LEVEL SECURITY;
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ALTER TABLE portfolio.prices ENABLE ROW LEVEL SECURITY;
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CREATE POLICY tenant_isolation ON portfolio.products
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USING (tenant_id = current_setting('app.current_tenant_id')::UUID);
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```
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## Endpoints API
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### Categories
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| Metodo | Endpoint | Descripcion |
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|--------|----------|-------------|
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| GET | /portfolio/categories | Listar categorias |
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| POST | /portfolio/categories | Crear categoria |
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| GET | /portfolio/categories/:id | Obtener categoria |
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| PATCH | /portfolio/categories/:id | Actualizar categoria |
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| DELETE | /portfolio/categories/:id | Eliminar categoria |
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| GET | /portfolio/categories/tree | Arbol jerarquico |
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### Products
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| Metodo | Endpoint | Descripcion |
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|--------|----------|-------------|
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| GET | /portfolio/products | Listar productos |
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| POST | /portfolio/products | Crear producto |
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| GET | /portfolio/products/:id | Obtener producto |
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| PATCH | /portfolio/products/:id | Actualizar producto |
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| DELETE | /portfolio/products/:id | Eliminar producto |
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| POST | /portfolio/products/:id/duplicate | Duplicar producto |
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| PATCH | /portfolio/products/:id/status | Cambiar estado |
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### Variants
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| Metodo | Endpoint | Descripcion |
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|--------|----------|-------------|
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| GET | /portfolio/products/:id/variants | Listar variantes |
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| POST | /portfolio/products/:id/variants | Crear variante |
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| PATCH | /portfolio/variants/:id | Actualizar variante |
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| DELETE | /portfolio/variants/:id | Eliminar variante |
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### Prices
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| Metodo | Endpoint | Descripcion |
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|--------|----------|-------------|
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| GET | /portfolio/products/:id/prices | Listar precios |
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| POST | /portfolio/products/:id/prices | Agregar precio |
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| PATCH | /portfolio/prices/:id | Actualizar precio |
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| DELETE | /portfolio/prices/:id | Eliminar precio |
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## Frontend
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### Paginas
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- `/portfolio` - Dashboard catalogo
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- `/portfolio/products` - Lista de productos
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- `/portfolio/products/new` - Crear producto
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- `/portfolio/products/:id` - Editar producto
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- `/portfolio/categories` - Gestion categorias
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### Componentes
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- `ProductsList` - Tabla/grid de productos
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- `ProductForm` - Formulario producto completo
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- `ProductCard` - Tarjeta preview
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- `VariantsManager` - Gestion variantes
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- `PricesManager` - Gestion precios multi-moneda
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- `CategoryTree` - Arbol de categorias
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- `CategoryForm` - Formulario categoria
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- `ImageUploader` - Subida de imagenes
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- `ProductSearch` - Busqueda avanzada
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### Hooks
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- `useProducts` - CRUD productos
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- `useCategories` - CRUD categorias
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- `useVariants` - CRUD variantes
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- `usePrices` - CRUD precios
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## Dependencias
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### Modulos Requeridos
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- SAAS-001 Auth
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- SAAS-002 Tenants
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- SAAS-011 Storage (imagenes)
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### Modulos Opcionales
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- SAAS-018 Sales (productos en oportunidades)
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- SAAS-004 Billing (suscripciones)
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## Criterios de Aceptacion
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1. [ ] CRUD productos con validaciones
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2. [ ] Categorias jerarquicas funcionales
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3. [ ] Variantes con atributos dinamicos
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4. [ ] Precios multi-moneda
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5. [ ] Subida de imagenes integrada
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6. [ ] Busqueda y filtros avanzados
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7. [ ] Tests unitarios (>70% coverage)
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## Estimacion
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| Componente | SP |
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|------------|-----|
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| DDL + Entities | 2 |
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| Backend Services | 3 |
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| Controllers + DTOs | 2 |
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| Frontend Pages | 3 |
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| Frontend Components | 2 |
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| Tests | 1 |
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| **Total** | **13** |
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---
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**Ultima actualizacion:** 2026-01-24
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**Autor:** Claude Opus 4.5
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