Files
CRM_AGENTES_CARGA/backend/tests/test_quotes.py
Ernesto Herrera 36e98ee976 feat(crm): costo estimado por servicio adicional, folios visibles y sidebar por flujo
- Solicitud: al marcar un servicio adicional se habilita su costo estimado
  (columna JSON additional_service_costs). Al cotizar, cada servicio marcado se
  siembra como concepto de la cotización con ese costo de partida (costo=venta).
- Folios visibles: se muestran en la tarjeta de Oportunidad del kanban y se aclara
  en el formulario que el folio se asigna al guardar (las listas ya lo mostraban).
- Sidebar CRM reordenado por flujo comercial (captación → embudo → solicitud →
  cotización → catálogos de apoyo).
- Migración c2d3e4f5a6b7 aditiva y reversible. Suite backend en verde (102).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-04 07:00:42 -06:00

137 lines
5.4 KiB
Python

from datetime import date
from decimal import Decimal
import pytest
from fastapi import HTTPException
from api.v1.modules.crm.quotes import service
from api.v1.modules.crm.quotes.dto import QuoteCreate, QuoteItemCreate, QuoteItemUpdate
from api.v1.modules.crm.service_requests import service as sr_service
from api.v1.modules.crm.service_requests.dto import RateRequestCreate, ServiceRequestCreate
T, C = 1, 1
def test_quote_totals_recompute_on_items(db):
q = service.create_quote(db, QuoteCreate(reference="COT-001", currency="USD"), T, C)
service.create_quote_item(
db, QuoteItemCreate(quote_id=q.id, concept="flete_internacional", quantity=2, unit_cost=100, unit_sale=150), T, C
)
service.create_quote_item(
db, QuoteItemCreate(quote_id=q.id, concept="despacho_aduanal", quantity=1, unit_cost=50, unit_sale=90), T, C
)
q = service.get_quote(db, q.id, T, C)
assert float(q.total_cost) == 250.0 # 2*100 + 1*50
assert float(q.total_sale) == 390.0 # 2*150 + 1*90
def test_quote_totals_update_and_delete_item(db):
q = service.create_quote(db, QuoteCreate(reference="COT-002"), T, C)
item = service.create_quote_item(
db, QuoteItemCreate(quote_id=q.id, concept="otros", quantity=1, unit_cost=100, unit_sale=200), T, C
)
service.update_quote_item(db, item.id, QuoteItemUpdate(unit_sale=Decimal("300")), T, C)
q = service.get_quote(db, q.id, T, C)
assert float(q.total_sale) == 300.0
service.delete_quote_item(db, item.id, T, C)
q = service.get_quote(db, q.id, T, C)
assert float(q.total_sale) == 0.0
def test_accept_quote_updates_service_request(db):
sr = sr_service.create_service_request(db, ServiceRequestCreate(operation_type="exportacion"), T, C)
q = service.create_quote(db, QuoteCreate(reference="COT-003", service_request_id=sr.id), T, C)
service.send_quote(db, q.id, T, C)
accepted = service.accept_quote(db, q.id, T, C)
assert accepted.status == "aceptada"
assert accepted.accepted_at is not None
# la solicitud asociada queda aceptada
sr = sr_service.get_service_request(db, sr.id, T, C)
assert sr.status == "aceptada"
# ----- Solicitud → Cotización -----
def _sr_with_rates(db, load_type="FCL"):
sr = sr_service.create_service_request(
db, ServiceRequestCreate(operation_type="importacion", load_type=load_type, currency="USD"), T, C
)
sr_service.create_rate_request(
db, RateRequestCreate(service_request_id=sr.id, concept="flete_internacional",
rate_amount=1200, currency="USD"), T, C
)
sr_service.create_rate_request(
db, RateRequestCreate(service_request_id=sr.id, concept="despacho_aduanal",
rate_amount=300, currency="USD"), T, C
)
return sr
def test_quote_from_service_request_seeds_items(db):
sr = _sr_with_rates(db)
quotes = service.create_quotes_from_service_request(db, sr.id, T, C, user_id="dev")
assert len(quotes) == 1
q = quotes[0]
assert q.service_request_id == sr.id
assert q.reference.startswith("C") and q.reference.endswith("-I")
items = service.get_quote_items(db, q.id, T, C)
assert len(items) == 2
assert float(q.total_sale) == 1500.0 # 1200 + 300
def test_quote_from_service_request_without_rates(db):
sr = sr_service.create_service_request(
db, ServiceRequestCreate(operation_type="exportacion", load_type="FCL"), T, C
)
quotes = service.create_quotes_from_service_request(db, sr.id, T, C)
assert len(quotes) == 1
assert service.get_quote_items(db, quotes[0].id, T, C) == []
def test_quote_from_service_request_not_found(db):
with pytest.raises(HTTPException) as exc:
service.create_quotes_from_service_request(db, 999, T, C)
assert exc.value.status_code == 404
def test_quote_from_service_request_ambas_genera_dos(db):
sr = _sr_with_rates(db, load_type="AMBAS")
quotes = service.create_quotes_from_service_request(db, sr.id, T, C)
assert len(quotes) == 2
variants = {q.load_type for q in quotes}
assert variants == {"FCL", "LCL"}
# cada variante siembra sus propios conceptos y toma su propio folio
assert quotes[0].reference != quotes[1].reference
for q in quotes:
assert len(service.get_quote_items(db, q.id, T, C)) == 2
def test_quote_from_service_request_seeds_additional_services(db):
sr = sr_service.create_service_request(
db,
ServiceRequestCreate(
operation_type="importacion", load_type="FCL", currency="USD",
additional_services=["seguro", "despacho_aduanal"],
additional_service_costs={"seguro": 500, "despacho_aduanal": 300},
),
T, C,
)
quotes = service.create_quotes_from_service_request(db, sr.id, T, C)
items = service.get_quote_items(db, quotes[0].id, T, C)
costs = {i.concept: float(i.unit_cost) for i in items}
assert costs.get("seguro") == 500.0
assert costs.get("despacho_aduanal") == 300.0
# el costo estimado de la solicitud es el punto de partida (costo=venta)
assert float(quotes[0].total_sale) == 800.0
def test_quote_from_service_request_sets_issue_date_today(db):
sr = _sr_with_rates(db)
quotes = service.create_quotes_from_service_request(db, sr.id, T, C)
assert quotes[0].issue_date == date.today()
def test_create_quote_sets_issue_date_today(db):
q = service.create_quote(db, QuoteCreate(reference="COT-DATE"), T, C)
assert q.issue_date == date.today()