feat(crm): PDF de cotización (formato maestro) + marca por tenant + envío por correo
- Modelo crm.quote_settings (emisor, logo, color, prefijo, términos) por compañía
+ columna quotes.pdf_file_key + migración con down().
- Generador PDF (formato maestro: emisor+logo, cliente, carga/ruta, costos,
resumen, condiciones); logo incrustado como JPEG (Pillow).
- Endpoints: GET /quotes/{id}/pdf-url, POST /quotes/{id}/send-email (adjunta PDF),
GET/PUT /quote-settings, POST /quote-settings/logo.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
Ernesto Herrera
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"""crm quote_settings (marca por tenant) + quotes.pdf_file_key
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Revision ID: a0b1c2d3e4f5
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Revises: f8a9b0c1d2e3
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Create Date: 2026-07-29 00:00:00.000000
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PDF de cotización con formato maestro + branding por tenant + envío por correo.
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"""
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from typing import Sequence, Union
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import sqlalchemy as sa
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from alembic import op
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revision: str = "a0b1c2d3e4f5"
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down_revision: Union[str, None] = "f8a9b0c1d2e3"
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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SCHEMA = "crm"
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def upgrade() -> None:
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op.add_column("quotes", sa.Column("pdf_file_key", sa.String(length=512), nullable=True), schema=SCHEMA)
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op.create_table(
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"quote_settings",
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sa.Column("id", sa.Integer(), nullable=False),
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sa.Column("emitter_name", sa.String(length=255), nullable=True),
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sa.Column("emitter_rfc", sa.String(length=13), nullable=True),
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sa.Column("emitter_address", sa.Text(), nullable=True),
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sa.Column("emitter_phone", sa.String(length=60), nullable=True),
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sa.Column("emitter_email", sa.String(length=255), nullable=True),
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sa.Column("emitter_website", sa.String(length=255), nullable=True),
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sa.Column("logo_file_key", sa.String(length=512), nullable=True),
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sa.Column("accent_color", sa.String(length=9), nullable=True, server_default=sa.text("'#2f6bf0'")),
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sa.Column("quote_prefix", sa.String(length=12), nullable=True, server_default=sa.text("'COT'")),
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sa.Column("default_terms", sa.Text(), nullable=True),
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sa.Column("footer_note", sa.Text(), nullable=True),
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sa.Column("tenant_id", sa.Integer(), nullable=False),
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sa.Column("company_id", sa.Integer(), nullable=False),
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sa.Column("created_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
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sa.Column("updated_at", sa.DateTime(), nullable=False, server_default=sa.text("now()")),
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sa.Column("deleted_at", sa.DateTime(), nullable=True),
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sa.PrimaryKeyConstraint("id"),
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sa.ForeignKeyConstraint(["tenant_id"], ["core.tenants.id"]),
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schema=SCHEMA,
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)
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op.create_index("ix_crm_quote_settings_id", "quote_settings", ["id"], schema=SCHEMA)
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op.create_index("ix_crm_quote_settings_tenant_id", "quote_settings", ["tenant_id"], schema=SCHEMA)
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op.create_index("ix_crm_quote_settings_company_id", "quote_settings", ["company_id"], schema=SCHEMA)
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# Una configuración por compañía
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op.create_index(
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"uq_crm_quote_settings_company", "quote_settings", ["tenant_id", "company_id"],
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unique=True, schema=SCHEMA, postgresql_where=sa.text("deleted_at IS NULL"),
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)
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def downgrade() -> None:
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op.drop_table("quote_settings", schema=SCHEMA)
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op.drop_column("quotes", "pdf_file_key", schema=SCHEMA)
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@@ -86,6 +86,7 @@ class QuoteResponse(QuoteBase):
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status: str
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total_cost: Decimal
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total_sale: Decimal
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pdf_file_key: str | None = None
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sent_at: datetime | None = None
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accepted_at: datetime | None = None
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rejected_at: datetime | None = None
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@@ -100,3 +101,30 @@ class QuoteResponse(QuoteBase):
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@property
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def margin(self) -> Decimal:
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return (self.total_sale or Decimal(0)) - (self.total_cost or Decimal(0))
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# ----- Configuración de marca del formato de cotización -----
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class QuoteSettingsInput(BaseModel):
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emitter_name: str | None = Field(None, max_length=255)
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emitter_rfc: str | None = Field(None, max_length=13)
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emitter_address: str | None = None
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emitter_phone: str | None = Field(None, max_length=60)
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emitter_email: str | None = Field(None, max_length=255)
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emitter_website: str | None = Field(None, max_length=255)
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accent_color: str | None = Field(None, max_length=9)
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quote_prefix: str | None = Field(None, max_length=12)
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default_terms: str | None = None
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footer_note: str | None = None
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class QuoteSettingsResponse(QuoteSettingsInput):
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model_config = ConfigDict(from_attributes=True)
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id: int | None = None
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logo_file_key: str | None = None
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class SendQuoteEmailRequest(BaseModel):
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to: str | None = None
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subject: str | None = None
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message: str | None = None
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@@ -34,10 +34,35 @@ class Quote(Base, TenantScopedMixin, TimestampMixin):
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notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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terms: Mapped[str | None] = mapped_column(Text, nullable=True)
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owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
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# Clave del PDF generado en MinIO (para regenerar/enviar)
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pdf_file_key: Mapped[str | None] = mapped_column(String(512), nullable=True)
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created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
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updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
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class QuoteSettings(Base, TenantScopedMixin, TimestampMixin):
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"""Configuración de marca del formato de cotización, por compañía (tenant).
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Encabezado del emisor, logo y textos por defecto que se imprimen en el PDF.
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"""
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__tablename__ = "quote_settings"
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__table_args__ = {"schema": "crm"}
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id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
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emitter_name: Mapped[str | None] = mapped_column(String(255), nullable=True)
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emitter_rfc: Mapped[str | None] = mapped_column(String(13), nullable=True)
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emitter_address: Mapped[str | None] = mapped_column(Text, nullable=True)
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emitter_phone: Mapped[str | None] = mapped_column(String(60), nullable=True)
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emitter_email: Mapped[str | None] = mapped_column(String(255), nullable=True)
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emitter_website: Mapped[str | None] = mapped_column(String(255), nullable=True)
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logo_file_key: Mapped[str | None] = mapped_column(String(512), nullable=True)
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accent_color: Mapped[str | None] = mapped_column(String(9), nullable=True, server_default=text("'#2f6bf0'"))
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quote_prefix: Mapped[str | None] = mapped_column(String(12), nullable=True, server_default=text("'COT'"))
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default_terms: Mapped[str | None] = mapped_column(Text, nullable=True)
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footer_note: Mapped[str | None] = mapped_column(Text, nullable=True)
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class QuoteItem(Base, TenantScopedMixin, TimestampMixin):
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"""Concepto de una cotización (flete, transporte terrestre, despacho, gastos destino, otros)."""
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282
backend/api/v1/modules/crm/quotes/pdf.py
Normal file
282
backend/api/v1/modules/crm/quotes/pdf.py
Normal file
@@ -0,0 +1,282 @@
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"""Generador del PDF de Cotización (formato maestro) sin dependencias de sistema.
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Compone un PDF 1.4 válido byte a byte (fuente Helvetica) e incrusta el logo como
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imagen JPEG (XObject /DCTDecode) usando Pillow para normalizarlo. El branding del
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emisor (nombre, RFC, dirección, contacto, color) viene de la configuración por
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tenant.
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"""
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from __future__ import annotations
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import io
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from decimal import Decimal
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_PAGE_W = 612
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_PAGE_H = 792
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_MARGIN = 50
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CONCEPT_LABELS = {
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"flete_internacional": "Flete internacional",
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"transporte_terrestre": "Transporte terrestre",
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"despacho_aduanal": "Despacho aduanal",
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"gastos_destino": "Gastos en destino",
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"otros": "Otros cargos",
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}
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def _esc(text: str) -> str:
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out = (str(text) if text is not None else "").encode("latin-1", "replace").decode("latin-1")
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return out.replace("\\", r"\\").replace("(", r"\(").replace(")", r"\)")
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def _money(value, currency: str = "") -> str:
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d = Decimal(str(value or 0)).quantize(Decimal("0.01"))
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return (f"{currency} " if currency else "") + f"{d:,.2f}"
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def _wrap(text: str, width: int) -> list[str]:
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words = (text or "").split()
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if not words:
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return []
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lines, cur = [], ""
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for w in words:
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cand = f"{cur} {w}".strip()
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if len(cand) > width and cur:
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lines.append(cur)
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cur = w
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else:
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cur = cand
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if cur:
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lines.append(cur)
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return lines
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def _hex_rgb(hexs: str | None) -> tuple[float, float, float]:
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try:
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h = (hexs or "#2f6bf0").lstrip("#")
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return tuple(int(h[i : i + 2], 16) / 255 for i in (0, 2, 4)) # type: ignore[return-value]
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except Exception:
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return (0.184, 0.42, 0.94)
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def _prep_logo(logo_bytes: bytes | None):
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"""Normaliza el logo a JPEG RGB. Devuelve (jpeg_bytes, w, h) o None."""
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if not logo_bytes:
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return None
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try:
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from PIL import Image
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im = Image.open(io.BytesIO(logo_bytes)).convert("RGB")
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im.thumbnail((600, 300))
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buf = io.BytesIO()
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im.save(buf, format="JPEG", quality=85)
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return buf.getvalue(), im.width, im.height
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except Exception:
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return None
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def _kv_lines(pairs: list[tuple[str, str]]) -> list[tuple[str, int]]:
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out: list[tuple[str, int]] = []
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for k, v in pairs:
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if v not in (None, "", "None"):
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out.append((f"{k}: {v}", 10))
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return out
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def build_quote_pdf(
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*,
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emitter: dict,
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head: dict,
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client: dict,
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cargo: list[tuple[str, str]],
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route: list[tuple[str, str]],
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items: list[dict],
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currency: str,
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subtotal,
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terms: str | None,
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footer: str | None,
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logo_bytes: bytes | None = None,
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accent: str | None = "#2f6bf0",
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) -> bytes:
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accent_rgb = _hex_rgb(accent)
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logo = _prep_logo(logo_bytes)
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# ---- Cuerpo (debajo del encabezado) ----
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body: list[tuple[str, int]] = []
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def section(title: str):
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body.append(("", 6))
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body.append((title.upper(), 11))
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body.append(("_" * 92, 8))
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# Cliente
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section("Cliente")
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for line in _kv_lines([
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("Cliente", client.get("name")), ("RFC", client.get("rfc")),
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("Correo", client.get("email")), ("Teléfono", client.get("phone")),
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]):
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body.append(line)
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# Carga / Ruta
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if cargo:
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section("Información de la carga")
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for line in _kv_lines(cargo):
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body.append(line)
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if route:
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section("Ruta logística")
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for line in _kv_lines(route):
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body.append(line)
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# Costos
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section("Costos cotizados")
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body.append(("Concepto Cant. Tarifa Importe", 9))
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body.append(("-" * 92, 8))
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for it in items:
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code = str(it.get("concept") or "")
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label = CONCEPT_LABELS.get(code, code)
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desc = str(it.get("description") or "")
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if desc:
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label = f"{label} — {desc}"
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qty = Decimal(str(it.get("quantity") or 0))
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unit = Decimal(str(it.get("unit_sale") or 0))
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amount = (qty * unit).quantize(Decimal("0.01"))
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row = f"{label[:40].ljust(40)} {qty:>6.2f} {unit:>14,.2f} {amount:>14,.2f}"
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body.append((row, 9))
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body.append(("-" * 92, 8))
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body.append((f"Subtotal {currency}: {_money(subtotal)}", 11))
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body.append(("IVA: según aplique", 9))
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body.append((f"Total {currency}: {_money(subtotal)} + IVA", 12))
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# Condiciones
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if terms:
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section("Condiciones comerciales")
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for para in terms.splitlines():
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for line in _wrap(para, 105) or [""]:
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body.append((line, 9))
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# ---- Paginación (página 1 con encabezado; siguientes solo cuerpo) ----
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p1_top = _PAGE_H - 150 # y donde inicia el cuerpo en la página 1
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pN_top = _PAGE_H - _MARGIN
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line_h = 14
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pages: list[list[tuple[float, tuple[str, int]]]] = []
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cur: list[tuple[float, tuple[str, int]]] = []
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y = p1_top
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for item in body:
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if y < _MARGIN + 40:
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pages.append(cur)
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cur = []
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y = pN_top
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cur.append((y, item))
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y -= line_h
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pages.append(cur)
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# ---- Content streams ----
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streams: list[bytes] = []
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for pi, page in enumerate(pages):
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parts: list[str] = []
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if pi == 0:
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# barra de acento arriba
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r, g, b = accent_rgb
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parts.append(f"{r:.3f} {g:.3f} {b:.3f} rg")
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parts.append(f"0 {_PAGE_H - 8} {_PAGE_W} 8 re f")
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# logo
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logo_y = _PAGE_H - 30
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if logo:
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_, lw, lh = logo
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dw = 150.0
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dh = dw * lh / lw
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if dh > 60:
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dh = 60.0
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dw = dh * lw / lh
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parts.append(f"q {dw:.2f} 0 0 {dh:.2f} {_MARGIN} {logo_y - dh:.2f} cm /Im0 Do Q")
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# emisor (columna derecha)
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ex = 330
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ey = logo_y - 6
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parts.append("BT /F1 12 Tf 0.09 0.14 0.24 rg")
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parts.append(f"1 0 0 1 {ex} {ey} Tm ({_esc(emitter.get('name') or 'Emisor')}) Tj")
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parts.append("/F1 9 Tf 0.35 0.41 0.5 rg 13 TL")
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em_lines = []
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if emitter.get("rfc"):
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em_lines.append(f"RFC: {emitter['rfc']}")
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for a in (emitter.get("address") or "").splitlines():
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if a.strip():
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em_lines.append(a.strip())
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contact = " ".join([x for x in [emitter.get("phone"), emitter.get("email"), emitter.get("website")] if x])
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if contact:
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em_lines.append(contact)
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for ln in em_lines[:5]:
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parts.append(f"T* ({_esc(ln)}) Tj")
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parts.append("ET")
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# título
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parts.append("BT /F1 22 Tf 0.09 0.14 0.24 rg")
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parts.append(f"1 0 0 1 {_MARGIN} {_PAGE_H - 120} Tm (COTIZACION) Tj ET")
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# datos de cabecera (derecha del título)
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parts.append("BT /F1 9 Tf 0.2 0.25 0.35 rg 12 TL")
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parts.append(f"1 0 0 1 330 {_PAGE_H - 100} Tm ({_esc('No.: ' + str(head.get('reference') or '-'))}) Tj")
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for hl in [
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f"Fecha: {head.get('issue_date') or '-'}",
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f"Vigencia: {head.get('valid_until') or '-'}",
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f"Ejecutivo: {head.get('owner') or '-'} Estatus: {head.get('status') or '-'}",
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]:
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parts.append(f"T* ({_esc(hl)}) Tj")
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parts.append("ET")
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# cuerpo
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for yy, (text, size) in page:
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parts.append(f"BT /F1 {size} Tf 0 0 0 rg 1 0 0 1 {_MARGIN} {yy:.2f} Tm ({_esc(text)}) Tj ET")
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# pie
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if footer:
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parts.append(f"BT /F1 8 Tf 0.5 0.5 0.5 rg 1 0 0 1 {_MARGIN} {_MARGIN - 20} Tm ({_esc(footer[:110])}) Tj ET")
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streams.append("\n".join(parts).encode("latin-1", "replace"))
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# ---- Ensamblado de objetos ----
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objects: list[bytes] = []
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def add(obj: bytes) -> int:
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objects.append(obj)
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return len(objects)
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n_pages = len(pages)
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has_img = 1 if logo else 0
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font_num = 3
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img_num = 4 if has_img else None
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base = 5 if has_img else 4
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page_nums = list(range(base, base + n_pages))
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content_nums = list(range(base + n_pages, base + 2 * n_pages))
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kids = " ".join(f"{n} 0 R" for n in page_nums)
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add(b"<< /Type /Catalog /Pages 2 0 R >>")
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add(f"<< /Type /Pages /Kids [{kids}] /Count {n_pages} >>".encode("latin-1"))
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add(b"<< /Type /Font /Subtype /Type1 /BaseFont /Helvetica /Encoding /WinAnsiEncoding >>")
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if logo:
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jpeg, lw, lh = logo
|
||||
img_obj = (
|
||||
f"<< /Type /XObject /Subtype /Image /Width {lw} /Height {lh} "
|
||||
f"/ColorSpace /DeviceRGB /BitsPerComponent 8 /Filter /DCTDecode /Length {len(jpeg)} >>\n"
|
||||
).encode("latin-1") + b"stream\n" + jpeg + b"\nendstream"
|
||||
add(img_obj)
|
||||
for i in range(n_pages):
|
||||
res = f"/Font << /F1 {font_num} 0 R >>"
|
||||
if has_img and i == 0:
|
||||
res += f" /XObject << /Im0 {img_num} 0 R >>"
|
||||
page_dict = (
|
||||
f"<< /Type /Page /Parent 2 0 R /MediaBox [0 0 {_PAGE_W} {_PAGE_H}] "
|
||||
f"/Resources << {res} >> /Contents {content_nums[i]} 0 R >>"
|
||||
)
|
||||
add(page_dict.encode("latin-1"))
|
||||
for stream in streams:
|
||||
add(b"<< /Length " + str(len(stream)).encode() + b" >>\nstream\n" + stream + b"\nendstream")
|
||||
|
||||
out = bytearray()
|
||||
out += b"%PDF-1.4\n%\xe2\xe3\xcf\xd3\n"
|
||||
offsets: list[int] = []
|
||||
for i, obj in enumerate(objects, start=1):
|
||||
offsets.append(len(out))
|
||||
out += f"{i} 0 obj\n".encode("latin-1") + obj + b"\nendobj\n"
|
||||
xref_pos = len(out)
|
||||
total = len(objects) + 1
|
||||
out += f"xref\n0 {total}\n".encode("latin-1")
|
||||
out += b"0000000000 65535 f \n"
|
||||
for off in offsets:
|
||||
out += f"{off:010d} 00000 n \n".encode("latin-1")
|
||||
out += f"trailer\n<< /Size {total} /Root 1 0 R >>\nstartxref\n{xref_pos}\n%%EOF".encode("latin-1")
|
||||
return bytes(out)
|
||||
235
backend/api/v1/modules/crm/quotes/pdf_service.py
Normal file
235
backend/api/v1/modules/crm/quotes/pdf_service.py
Normal file
@@ -0,0 +1,235 @@
|
||||
"""PDF de cotización, configuración de marca por tenant y envío por correo."""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
import logging
|
||||
from datetime import datetime, timezone
|
||||
|
||||
from fastapi import HTTPException, status
|
||||
from sqlalchemy import text
|
||||
from sqlalchemy.orm import Session
|
||||
|
||||
from ..accounts.models import Account
|
||||
from ..service_requests.models import ServiceRequest
|
||||
from .models import Quote, QuoteItem, QuoteSettings
|
||||
from .pdf import build_quote_pdf
|
||||
from .service import get_quote
|
||||
|
||||
logger = logging.getLogger(__name__)
|
||||
|
||||
DEFAULT_TERMS = (
|
||||
"Tarifas sujetas a disponibilidad de espacio.\n"
|
||||
"Cualquier variación en peso o volumen generará ajuste tarifario.\n"
|
||||
"No incluye cargos extraordinarios, maniobras especiales o servicios no especificados.\n"
|
||||
"Tarifas sujetas a revisión por parte de la línea transportista y autoridades correspondientes."
|
||||
)
|
||||
|
||||
|
||||
# ---------------- Configuración de marca ----------------
|
||||
def get_settings(db: Session, tenant_id: int, company_id: int) -> QuoteSettings | None:
|
||||
return (
|
||||
db.query(QuoteSettings)
|
||||
.filter(QuoteSettings.tenant_id == tenant_id, QuoteSettings.company_id == company_id,
|
||||
QuoteSettings.deleted_at.is_(None))
|
||||
.first()
|
||||
)
|
||||
|
||||
|
||||
def upsert_settings(db: Session, tenant_id: int, company_id: int, data: dict) -> QuoteSettings:
|
||||
obj = get_settings(db, tenant_id, company_id)
|
||||
if obj is None:
|
||||
obj = QuoteSettings(tenant_id=tenant_id, company_id=company_id)
|
||||
db.add(obj)
|
||||
for field, value in data.items():
|
||||
if value is not None:
|
||||
setattr(obj, field, value)
|
||||
db.commit()
|
||||
db.refresh(obj)
|
||||
return obj
|
||||
|
||||
|
||||
def set_logo_key(db: Session, tenant_id: int, company_id: int, file_key: str) -> QuoteSettings:
|
||||
obj = get_settings(db, tenant_id, company_id)
|
||||
if obj is None:
|
||||
obj = QuoteSettings(tenant_id=tenant_id, company_id=company_id)
|
||||
db.add(obj)
|
||||
obj.logo_file_key = file_key
|
||||
db.commit()
|
||||
db.refresh(obj)
|
||||
return obj
|
||||
|
||||
|
||||
def _company_row(db: Session, company_id: int) -> dict:
|
||||
try:
|
||||
row = db.execute(
|
||||
text("SELECT name, rfc, logo FROM a76.company WHERE id = :c"), {"c": company_id}
|
||||
).first()
|
||||
if row:
|
||||
return {"name": row[0], "rfc": row[1], "logo": row[2]}
|
||||
except Exception:
|
||||
pass
|
||||
return {}
|
||||
|
||||
|
||||
# ---------------- Construcción del PDF ----------------
|
||||
def build_pdf_bytes(db: Session, quote: Quote, tenant_id: int, company_id: int) -> bytes:
|
||||
items = (
|
||||
db.query(QuoteItem)
|
||||
.filter(QuoteItem.quote_id == quote.id, QuoteItem.deleted_at.is_(None))
|
||||
.order_by(QuoteItem.id.asc())
|
||||
.all()
|
||||
)
|
||||
account = (
|
||||
db.query(Account).filter(Account.id == quote.account_id).first() if quote.account_id else None
|
||||
)
|
||||
sr = (
|
||||
db.query(ServiceRequest).filter(ServiceRequest.id == quote.service_request_id).first()
|
||||
if quote.service_request_id else None
|
||||
)
|
||||
settings = get_settings(db, tenant_id, company_id)
|
||||
company = _company_row(db, company_id)
|
||||
|
||||
# Emisor: config del tenant con respaldo en a76.company
|
||||
emitter = {
|
||||
"name": (settings.emitter_name if settings else None) or company.get("name") or "Emisor",
|
||||
"rfc": (settings.emitter_rfc if settings else None) or company.get("rfc"),
|
||||
"address": settings.emitter_address if settings else None,
|
||||
"phone": settings.emitter_phone if settings else None,
|
||||
"email": settings.emitter_email if settings else None,
|
||||
"website": settings.emitter_website if settings else None,
|
||||
}
|
||||
accent = (settings.accent_color if settings else None) or "#2f6bf0"
|
||||
prefix = (settings.quote_prefix if settings else None) or "COT"
|
||||
terms = quote.terms or (settings.default_terms if settings else None) or DEFAULT_TERMS
|
||||
footer = settings.footer_note if settings else None
|
||||
|
||||
# Logo (MinIO)
|
||||
logo_bytes = None
|
||||
logo_key = settings.logo_file_key if settings else None
|
||||
if logo_key:
|
||||
try:
|
||||
from core.storage_s3 import get_object_bytes
|
||||
logo_bytes = get_object_bytes(logo_key)
|
||||
except Exception as exc:
|
||||
logger.warning("No se pudo leer el logo del tarifario: %s", exc)
|
||||
|
||||
reference = quote.reference or f"{prefix}-{datetime.now().strftime('%Y%m%d')}-{quote.id:03d}"
|
||||
head = {
|
||||
"reference": reference,
|
||||
"issue_date": quote.issue_date.isoformat() if quote.issue_date else None,
|
||||
"valid_until": quote.valid_until.isoformat() if quote.valid_until else None,
|
||||
"owner": quote.owner_user_id or "-",
|
||||
"status": quote.status,
|
||||
}
|
||||
client = {
|
||||
"name": account.name if account else None,
|
||||
"rfc": account.rfc if account else None,
|
||||
"email": account.email if account else None,
|
||||
"phone": account.phone if account else None,
|
||||
}
|
||||
cargo = []
|
||||
route = []
|
||||
if sr:
|
||||
cargo = [
|
||||
("Tipo de mercancía", sr.cargo_type), ("Descripción", sr.commodity),
|
||||
("Peso", str(sr.weight) if sr.weight is not None else None),
|
||||
("Volumen", str(sr.volume) if sr.volume is not None else None),
|
||||
("Tipo de carga", sr.load_type), ("Equipo", sr.container_equipment),
|
||||
]
|
||||
route = [
|
||||
("Operación", sr.operation_type), ("Modo", sr.transport_mode),
|
||||
("Servicio", sr.service_type), ("Incoterm", sr.incoterm),
|
||||
("Origen", sr.origin), ("Destino", sr.destination),
|
||||
("Fecha requerida", sr.required_date.isoformat() if sr.required_date else None),
|
||||
]
|
||||
|
||||
return build_quote_pdf(
|
||||
emitter=emitter, head=head, client=client, cargo=cargo, route=route,
|
||||
items=[{"concept": i.concept, "description": i.description, "quantity": i.quantity, "unit_sale": i.unit_sale} for i in items],
|
||||
currency=quote.currency, subtotal=quote.total_sale, terms=terms, footer=footer,
|
||||
logo_bytes=logo_bytes, accent=accent,
|
||||
)
|
||||
|
||||
|
||||
def _store_pdf(db: Session, quote: Quote, tenant_id: int, company_id: int, pdf_bytes: bytes) -> str:
|
||||
from core.storage_s3 import put_object_bytes
|
||||
ref = (quote.reference or f"cot-{quote.id}").replace("/", "-")
|
||||
key = f"tenants/{tenant_id}/companies/{company_id}/crm-quotes/{quote.id}/cotizacion-{ref}.pdf"
|
||||
put_object_bytes(key, pdf_bytes, content_type="application/pdf")
|
||||
quote.pdf_file_key = key
|
||||
db.commit()
|
||||
return key
|
||||
|
||||
|
||||
def get_pdf_url(db: Session, quote_id: int, tenant_id: int, company_id: int) -> str:
|
||||
from core.storage_s3 import presigned_get_url
|
||||
quote = get_quote(db, quote_id, tenant_id, company_id)
|
||||
pdf_bytes = build_pdf_bytes(db, quote, tenant_id, company_id)
|
||||
key = _store_pdf(db, quote, tenant_id, company_id, pdf_bytes)
|
||||
return presigned_get_url(key)
|
||||
|
||||
|
||||
# ---------------- Envío por correo ----------------
|
||||
async def send_quote_email(
|
||||
db: Session, quote_id: int, tenant_id: int, company_id: int,
|
||||
to: str | None, subject: str | None, message: str | None,
|
||||
) -> dict:
|
||||
import ssl
|
||||
from email import encoders
|
||||
from email.mime.base import MIMEBase
|
||||
from email.mime.multipart import MIMEMultipart
|
||||
from email.mime.text import MIMEText
|
||||
|
||||
import aiosmtplib
|
||||
|
||||
from core.config import settings as cfg
|
||||
|
||||
quote = get_quote(db, quote_id, tenant_id, company_id)
|
||||
account = db.query(Account).filter(Account.id == quote.account_id).first() if quote.account_id else None
|
||||
recipient = to or (account.email if account else None)
|
||||
if not recipient:
|
||||
raise HTTPException(status_code=400, detail="No hay correo destino (captura uno o pon el correo del cliente).")
|
||||
|
||||
pdf_bytes = build_pdf_bytes(db, quote, tenant_id, company_id)
|
||||
_store_pdf(db, quote, tenant_id, company_id, pdf_bytes)
|
||||
ref = quote.reference or f"COT-{quote.id}"
|
||||
|
||||
msg = MIMEMultipart()
|
||||
msg["From"] = f"{cfg.SMTP_FROM_NAME} <{cfg.SMTP_USER}>"
|
||||
msg["To"] = recipient
|
||||
msg["Subject"] = subject or f"Cotización {ref}"
|
||||
html = (
|
||||
"<div style='font-family:Arial,sans-serif;color:#333;max-width:600px'>"
|
||||
f"<p>{(message or 'Adjunto la cotización solicitada. Quedamos atentos.').replace(chr(10), '<br>')}</p>"
|
||||
f"<p style='color:#6b7280;font-size:12px'>Cotización {ref}</p></div>"
|
||||
)
|
||||
msg.attach(MIMEText(html, "html"))
|
||||
part = MIMEBase("application", "pdf")
|
||||
part.set_payload(pdf_bytes)
|
||||
encoders.encode_base64(part)
|
||||
part.add_header("Content-Disposition", f'attachment; filename="cotizacion-{ref}.pdf"')
|
||||
msg.attach(part)
|
||||
|
||||
ctx = ssl.create_default_context()
|
||||
ctx.check_hostname = False
|
||||
ctx.verify_mode = ssl.CERT_NONE
|
||||
try:
|
||||
if cfg.SMTP_PORT == 465:
|
||||
async with aiosmtplib.SMTP(hostname=cfg.SMTP_HOST, port=cfg.SMTP_PORT, use_tls=True, tls_context=ctx) as smtp:
|
||||
await smtp.login(cfg.SMTP_USER, cfg.SMTP_PASSWORD)
|
||||
await smtp.send_message(msg)
|
||||
else:
|
||||
async with aiosmtplib.SMTP(hostname=cfg.SMTP_HOST, port=cfg.SMTP_PORT, tls_context=ctx) as smtp:
|
||||
await smtp.starttls(tls_context=ctx)
|
||||
await smtp.login(cfg.SMTP_USER, cfg.SMTP_PASSWORD)
|
||||
await smtp.send_message(msg)
|
||||
except Exception as exc:
|
||||
logger.error("Error enviando cotización %s: %s", quote_id, exc)
|
||||
raise HTTPException(status_code=502, detail=f"No se pudo enviar el correo: {exc}")
|
||||
|
||||
# Marca como enviada
|
||||
if quote.status == "borrador":
|
||||
quote.status = "enviada"
|
||||
quote.sent_at = datetime.now(timezone.utc)
|
||||
db.commit()
|
||||
return {"sent_to": recipient, "reference": ref}
|
||||
@@ -1,22 +1,76 @@
|
||||
from fastapi import APIRouter, Depends, Query, status
|
||||
from fastapi import APIRouter, Depends, File, Query, UploadFile, status
|
||||
from sqlalchemy.orm import Session
|
||||
|
||||
from core.database import get_core_db
|
||||
from core.security import get_current_user
|
||||
|
||||
from . import service
|
||||
from . import pdf_service, service
|
||||
from .dto import (
|
||||
QuoteCreate,
|
||||
QuoteItemCreate,
|
||||
QuoteItemResponse,
|
||||
QuoteItemUpdate,
|
||||
QuoteResponse,
|
||||
QuoteSettingsInput,
|
||||
QuoteSettingsResponse,
|
||||
QuoteUpdate,
|
||||
SendQuoteEmailRequest,
|
||||
)
|
||||
|
||||
router = APIRouter()
|
||||
|
||||
|
||||
# ----- Configuración de marca del formato de cotización -----
|
||||
|
||||
@router.get("/quote-settings", response_model=QuoteSettingsResponse)
|
||||
def get_quote_settings(
|
||||
company_id: int = Query(...),
|
||||
current_user: dict = Depends(get_current_user),
|
||||
db: Session = Depends(get_core_db),
|
||||
):
|
||||
obj = pdf_service.get_settings(db, current_user["tenant_id"], company_id)
|
||||
return obj or QuoteSettingsResponse()
|
||||
|
||||
|
||||
@router.put("/quote-settings", response_model=QuoteSettingsResponse)
|
||||
def save_quote_settings(
|
||||
payload: QuoteSettingsInput,
|
||||
company_id: int = Query(...),
|
||||
current_user: dict = Depends(get_current_user),
|
||||
db: Session = Depends(get_core_db),
|
||||
):
|
||||
return pdf_service.upsert_settings(db, current_user["tenant_id"], company_id, payload.model_dump(exclude_unset=True))
|
||||
|
||||
|
||||
@router.post("/quote-settings/logo", response_model=QuoteSettingsResponse)
|
||||
async def upload_quote_logo(
|
||||
company_id: int = Query(...),
|
||||
file: UploadFile = File(...),
|
||||
current_user: dict = Depends(get_current_user),
|
||||
db: Session = Depends(get_core_db),
|
||||
):
|
||||
from core.storage_s3 import put_object_bytes
|
||||
tenant_id = current_user["tenant_id"]
|
||||
content = await file.read()
|
||||
safe = (file.filename or "logo").replace("/", "-")
|
||||
key = f"tenants/{tenant_id}/companies/{company_id}/crm-quote-logo/{safe}"
|
||||
put_object_bytes(key, content, content_type=file.content_type or "image/png")
|
||||
return pdf_service.set_logo_key(db, tenant_id, company_id, key)
|
||||
|
||||
|
||||
@router.get("/quote-settings/logo-url")
|
||||
def get_logo_url(
|
||||
company_id: int = Query(...),
|
||||
current_user: dict = Depends(get_current_user),
|
||||
db: Session = Depends(get_core_db),
|
||||
):
|
||||
from core.storage_s3 import presigned_get_url
|
||||
obj = pdf_service.get_settings(db, current_user["tenant_id"], company_id)
|
||||
if not obj or not obj.logo_file_key:
|
||||
return {"url": None}
|
||||
return {"url": presigned_get_url(obj.logo_file_key)}
|
||||
|
||||
|
||||
def _user_id(current_user: dict) -> str | None:
|
||||
return current_user.get("sub") or current_user.get("id")
|
||||
|
||||
@@ -98,6 +152,32 @@ def reject_quote(
|
||||
return service.reject_quote(db, quote_id, current_user["tenant_id"], company_id)
|
||||
|
||||
|
||||
@router.get("/quotes/{quote_id}/pdf-url")
|
||||
def quote_pdf_url(
|
||||
quote_id: int,
|
||||
company_id: int = Query(..., description="Company ID"),
|
||||
current_user: dict = Depends(get_current_user),
|
||||
db: Session = Depends(get_core_db),
|
||||
):
|
||||
"""Genera el PDF de la cotización (formato maestro + marca) y devuelve una URL."""
|
||||
url = pdf_service.get_pdf_url(db, quote_id, current_user["tenant_id"], company_id)
|
||||
return {"url": url}
|
||||
|
||||
|
||||
@router.post("/quotes/{quote_id}/send-email")
|
||||
async def quote_send_email(
|
||||
quote_id: int,
|
||||
payload: SendQuoteEmailRequest,
|
||||
company_id: int = Query(..., description="Company ID"),
|
||||
current_user: dict = Depends(get_current_user),
|
||||
db: Session = Depends(get_core_db),
|
||||
):
|
||||
"""Genera el PDF y lo envía por correo (al cliente o al destinatario indicado)."""
|
||||
return await pdf_service.send_quote_email(
|
||||
db, quote_id, current_user["tenant_id"], company_id, payload.to, payload.subject, payload.message
|
||||
)
|
||||
|
||||
|
||||
@router.post("/quotes/{quote_id}/clone", response_model=QuoteResponse, status_code=status.HTTP_201_CREATED)
|
||||
def clone_quote(
|
||||
quote_id: int,
|
||||
|
||||
Reference in New Issue
Block a user