Files
CRM_AGENTES_CARGA/backend/api/v1/modules/crm/quotes/models.py
Ernesto Herrera 206ff450f8 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>
2026-07-29 13:18:07 -06:00

86 lines
4.7 KiB
Python

from datetime import date, datetime
from sqlalchemy import Date, DateTime, ForeignKey, Integer, Numeric, String, Text, text
from sqlalchemy.orm import Mapped, mapped_column
from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
from core.database import Base
class Quote(Base, TenantScopedMixin, TimestampMixin):
"""Cotización (Diagrama 1, pasos 7-9). Integra los conceptos de costo/venta."""
__tablename__ = "quotes"
__table_args__ = {"schema": "crm"}
id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
reference: Mapped[str | None] = mapped_column(String(40), nullable=True, index=True)
service_request_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("crm.service_requests.id"), nullable=True, index=True
)
account_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("crm.accounts.id"), nullable=True, index=True
)
currency: Mapped[str] = mapped_column(String(3), nullable=False, server_default=text("'USD'"))
# borrador | enviada | aceptada | rechazada
status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'borrador'"), index=True)
issue_date: Mapped[date | None] = mapped_column(Date, nullable=True)
valid_until: Mapped[date | None] = mapped_column(Date, nullable=True)
total_cost: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
total_sale: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
sent_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
accepted_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
rejected_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
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)."""
__tablename__ = "quote_items"
__table_args__ = {"schema": "crm"}
id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
quote_id: Mapped[int] = mapped_column(
Integer, ForeignKey("crm.quotes.id"), nullable=False, index=True
)
# flete_internacional | transporte_terrestre | despacho_aduanal | gastos_destino | otros
concept: Mapped[str] = mapped_column(String(60), nullable=False)
description: Mapped[str | None] = mapped_column(String(255), nullable=True)
supplier_id: Mapped[int | None] = mapped_column(
Integer, ForeignKey("crm.suppliers.id"), nullable=True
)
quantity: Mapped[float] = mapped_column(Numeric(12, 2), nullable=False, server_default=text("1"))
unit_cost: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
unit_sale: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
currency: Mapped[str | None] = mapped_column(String(3), nullable=True)