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feat(crm): PDF de cotización (formato maestro) + marca por tenant + envío por correo

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- 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
2026-07-29 13:18:07 -06:00
parent ef7e69ed57
commit 206ff450f8
6 changed files with 712 additions and 2 deletions
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25
backend/api/v1/modules/crm/quotes/models.py
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@@ -34,10 +34,35 @@ class Quote(Base, TenantScopedMixin, TimestampMixin):
notes: Mapped[str | None] = mapped_column(Text, nullable=True)
terms: Mapped[str | None] = mapped_column(Text, nullable=True)
owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
# Clave del PDF generado en MinIO (para regenerar/enviar)
pdf_file_key: Mapped[str | None] = mapped_column(String(512), nullable=True)
created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
class QuoteSettings(Base, TenantScopedMixin, TimestampMixin):
"""Configuración de marca del formato de cotización, por compañía (tenant).
Encabezado del emisor, logo y textos por defecto que se imprimen en el PDF.
"""
__tablename__ = "quote_settings"
__table_args__ = {"schema": "crm"}
id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
emitter_name: Mapped[str | None] = mapped_column(String(255), nullable=True)
emitter_rfc: Mapped[str | None] = mapped_column(String(13), nullable=True)
emitter_address: Mapped[str | None] = mapped_column(Text, nullable=True)
emitter_phone: Mapped[str | None] = mapped_column(String(60), nullable=True)
emitter_email: Mapped[str | None] = mapped_column(String(255), nullable=True)
emitter_website: Mapped[str | None] = mapped_column(String(255), nullable=True)
logo_file_key: Mapped[str | None] = mapped_column(String(512), nullable=True)
accent_color: Mapped[str | None] = mapped_column(String(9), nullable=True, server_default=text("'#2f6bf0'"))
quote_prefix: Mapped[str | None] = mapped_column(String(12), nullable=True, server_default=text("'COT'"))
default_terms: Mapped[str | None] = mapped_column(Text, nullable=True)
footer_note: Mapped[str | None] = mapped_column(Text, nullable=True)
class QuoteItem(Base, TenantScopedMixin, TimestampMixin):
"""Concepto de una cotización (flete, transporte terrestre, despacho, gastos destino, otros)."""