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CRM_AGENTES_CARGA/backend/api/v1/modules/crm/quotes/pdf.py
Ernesto Herrera 87d23b3d23 feat(crm): rediseño profesional del PDF de cotización
Banda de encabezado, logo + emisor, título con regla, panel de datos, barras de
sección en color, tabla de costos con encabezado y filas alternadas, caja de
totales, y pie con banda. Fix: elipsis "…" -> "..." (evita "?" en latin-1);
oculta secciones sin datos; color por defecto navy.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-30 11:06:16 -06:00

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"""Generador del PDF de Cotización — diseño profesional, sin dependencias de sistema.
Compone un PDF 1.4 byte a byte (Helvetica / Helvetica-Bold) con barras de sección,
tabla de costos con bordes y filas alternadas, caja de totales y logo incrustado
(JPEG /DCTDecode vía Pillow). El branding (emisor, color) viene de la config por tenant.
"""
from __future__ import annotations
import io
from decimal import Decimal
_W = 612
_H = 792
_ML = 50 # margen izquierdo
_MR = 562 # margen derecho (x)
CONCEPT_LABELS = {
"flete_internacional": "Flete internacional",
"transporte_terrestre": "Transporte terrestre",
"despacho_aduanal": "Despacho aduanal",
"gastos_destino": "Gastos en destino",
"otros": "Otros cargos",
}
_TRANSLATE = str.maketrans({"": "-", "": "-", "": '"', "": '"', "": "'", "": "'", "": "-", "": "...", "\t": " "})
def _esc(text) -> str:
s = ("" if text is None else str(text)).translate(_TRANSLATE)
s = s.encode("latin-1", "replace").decode("latin-1")
return s.replace("\\", r"\\").replace("(", r"\(").replace(")", r"\)")
def _money(value) -> str:
return f"{Decimal(str(value or 0)).quantize(Decimal('0.01')):,.2f}"
def _num(value) -> str:
return f"{Decimal(str(value or 0)):,.2f}"
# Ancho aprox de una cadena en Helvetica (para alinear a la derecha / truncar)
def _text_w(s: str, size: float, bold: bool = False) -> float:
return len(s) * size * (0.56 if bold else 0.52)
def _fit(s: str, size: float, max_w: float) -> str:
s = s or ""
if _text_w(s, size) <= max_w:
return s
while s and _text_w(s + "", size) > max_w:
s = s[:-1]
return s + ""
def _wrap(text: str, width_chars: int) -> list[str]:
words = (text or "").split()
if not words:
return []
out, cur = [], ""
for w in words:
cand = f"{cur} {w}".strip()
if len(cand) > width_chars and cur:
out.append(cur)
cur = w
else:
cur = cand
if cur:
out.append(cur)
return out
def _hex_rgb(hexs: str | None) -> tuple[float, float, float]:
try:
h = (hexs or "#12294c").lstrip("#")
return tuple(int(h[i : i + 2], 16) / 255 for i in (0, 2, 4)) # type: ignore[return-value]
except Exception:
return (0.07, 0.16, 0.30)
def _prep_logo(logo_bytes: bytes | None):
if not logo_bytes:
return None
try:
from PIL import Image
im = Image.open(io.BytesIO(logo_bytes)).convert("RGB")
im.thumbnail((600, 300))
buf = io.BytesIO()
im.save(buf, format="JPEG", quality=88)
return buf.getvalue(), im.width, im.height
except Exception:
return None
class _Canvas:
"""Acumula operadores de contenido con paginación simple."""
def __init__(self):
self.pages: list[list[str]] = [[]]
self.y = _H
@property
def ops(self) -> list[str]:
return self.pages[-1]
def new_page(self):
self.pages.append([])
self.y = _H - 50
def ensure(self, needed: float):
if self.y - needed < 50:
self.new_page()
def rect(self, x, y, w, h, rgb):
r, g, b = rgb
self.ops.append(f"{r:.3f} {g:.3f} {b:.3f} rg {x:.1f} {y:.1f} {w:.1f} {h:.1f} re f")
def line(self, x1, y1, x2, y2, rgb, width=0.6):
r, g, b = rgb
self.ops.append(f"{width} w {r:.3f} {g:.3f} {b:.3f} RG {x1:.1f} {y1:.1f} m {x2:.1f} {y2:.1f} l S")
def text(self, x, y, s, size=10, rgb=(0, 0, 0), bold=False, right=False):
font = "F2" if bold else "F1"
r, g, b = rgb
tx = x - _text_w(str(s), size, bold) if right else x
self.ops.append(f"BT /{font} {size} Tf {r:.3f} {g:.3f} {b:.3f} rg 1 0 0 1 {tx:.1f} {y:.1f} Tm ({_esc(s)}) Tj ET")
def build_quote_pdf(
*,
emitter: dict,
head: dict,
client: dict,
cargo: list[tuple[str, str]],
route: list[tuple[str, str]],
items: list[dict],
currency: str,
subtotal,
terms: str | None,
footer: str | None,
logo_bytes: bytes | None = None,
accent: str | None = "#12294c",
) -> bytes:
ACC = _hex_rgb(accent)
INK = (0.10, 0.15, 0.24)
GRAY = (0.42, 0.47, 0.55)
LINE = (0.80, 0.84, 0.90)
ZEBRA = (0.955, 0.965, 0.980)
logo = _prep_logo(logo_bytes)
c = _Canvas()
# ---------------- Encabezado ----------------
c.rect(0, _H - 12, _W, 12, ACC) # banda superior
logo_bottom = _H - 95
if logo:
_, lw, lh = logo
dw, dh = 150.0, 150.0 * lh / lw
if dh > 55:
dh, dw = 55.0, 55.0 * lw / lh
c.ops.append(f"q {dw:.1f} 0 0 {dh:.1f} {_ML} {logo_bottom:.1f} cm /Im0 Do Q")
else:
c.text(_ML, _H - 55, emitter.get("name") or "Emisor", 16, INK, bold=True)
# Emisor (derecha)
ex, ey = 320, _H - 42
c.text(ex, ey, emitter.get("name") or "Emisor", 12, INK, bold=True)
ey -= 14
em_lines = []
if emitter.get("rfc"):
em_lines.append(f"RFC: {emitter['rfc']}")
for a in (emitter.get("address") or "").splitlines():
if a.strip():
em_lines.append(a.strip())
contact = " ".join([x for x in [emitter.get("phone"), emitter.get("email"), emitter.get("website")] if x])
if contact:
em_lines.append(contact)
for ln in em_lines[:5]:
c.text(ex, ey, _fit(ln, 8.5, _MR - ex), 8.5, GRAY)
ey -= 11
# Título + regla
c.text(_ML, _H - 150, "COTIZACIÓN", 26, INK, bold=True)
c.line(_ML, _H - 158, _ML + 190, _H - 158, ACC, 2)
# Panel de datos (derecha)
px, pw = 320, _MR - 320
py_top = _H - 128
ph = 74
c.rect(px, py_top - ph, pw, ph, ZEBRA)
c.line(px, py_top, px, py_top - ph, LINE)
hy = py_top - 15
info = [
("No.", head.get("reference") or "-"),
("Fecha", head.get("issue_date") or "-"),
("Vigencia", head.get("valid_until") or "-"),
("Ejecutivo", head.get("owner") or "-"),
("Estatus", str(head.get("status") or "-").capitalize()),
]
for k, v in info:
c.text(px + 10, hy, f"{k}:", 8.5, GRAY, bold=True)
c.text(px + 66, hy, _fit(str(v), 9, pw - 76), 9, INK)
hy -= 12.5
c.y = _H - 215
# ---------------- Helpers de sección ----------------
def section(title: str):
c.ensure(30)
c.rect(_ML, c.y - 18, _MR - _ML, 18, ACC)
c.text(_ML + 8, c.y - 13, title.upper(), 9.5, (1, 1, 1), bold=True)
c.y -= 26
def kv_block(pairs: list[tuple[str, str]]):
rows = [(k, v) for k, v in pairs if v not in (None, "", "None")]
if not rows:
return False
col_w = (_MR - _ML) / 2
i = 0
while i < len(rows):
c.ensure(16)
for col in range(2):
if i + col < len(rows):
k, v = rows[i + col]
x = _ML + 6 + col * col_w
c.text(x, c.y - 11, f"{k}:", 9, GRAY, bold=True)
c.text(x + _text_w(f"{k}: ", 9, True), c.y - 11, _fit(str(v), 9, col_w - 90), 9, INK)
c.y -= 16
i += 2
c.y -= 4
return True
# ---------------- Cliente ----------------
section("Cliente")
if not kv_block([
("Cliente", client.get("name")), ("RFC", client.get("rfc")),
("Correo", client.get("email")), ("Teléfono", client.get("phone")),
]):
c.text(_ML + 6, c.y - 11, "", 9, GRAY)
c.y -= 16
# ---------------- Carga / Ruta (solo si hay datos) ----------------
if [v for _, v in cargo if v not in (None, "", "None")]:
section("Información de la carga")
kv_block(cargo)
if [v for _, v in route if v not in (None, "", "None")]:
section("Ruta logística")
kv_block(route)
# ---------------- Costos ----------------
section("Costos cotizados")
x_con, x_cant, x_tar, x_imp = _ML, 372, 460, _MR - 6
row_h = 18
# encabezado de tabla
c.ensure(row_h)
c.rect(_ML, c.y - row_h, _MR - _ML, row_h, ACC)
c.text(x_con + 6, c.y - 13, "Concepto", 9, (1, 1, 1), bold=True)
c.text(x_cant, c.y - 13, "Cant.", 9, (1, 1, 1), bold=True, right=True)
c.text(x_tar, c.y - 13, "Tarifa", 9, (1, 1, 1), bold=True, right=True)
c.text(x_imp, c.y - 13, "Importe", 9, (1, 1, 1), bold=True, right=True)
c.y -= row_h
z = False
for it in items:
code = str(it.get("concept") or "")
label = CONCEPT_LABELS.get(code, code)
desc = str(it.get("description") or "")
if desc:
label = f"{label} - {desc}"
qty = Decimal(str(it.get("quantity") or 0))
unit = Decimal(str(it.get("unit_sale") or 0))
amount = (qty * unit).quantize(Decimal("0.01"))
c.ensure(row_h)
if z:
c.rect(_ML, c.y - row_h, _MR - _ML, row_h, ZEBRA)
c.text(x_con + 6, c.y - 13, _fit(label, 9, x_cant - x_con - 40), 9, INK)
c.text(x_cant, c.y - 13, _num(qty), 9, INK, right=True)
c.text(x_tar, c.y - 13, _money(unit), 9, INK, right=True)
c.text(x_imp, c.y - 13, _money(amount), 9, INK, right=True)
c.y -= row_h
z = not z
if not items:
c.text(_ML + 6, c.y - 13, "Sin conceptos.", 9, GRAY)
c.y -= row_h
# borde de la tabla
c.line(_ML, c.y, _MR, c.y, LINE)
c.y -= 12
# ---------------- Totales (caja derecha) ----------------
tb_x, tb_w = 360, _MR - 360
c.ensure(58)
c.rect(tb_x, c.y - 58, tb_w, 58, ZEBRA)
c.line(tb_x, c.y, tb_x, c.y - 58, LINE)
ty = c.y - 16
c.text(tb_x + 10, ty, "Subtotal", 9.5, GRAY, bold=True)
c.text(_MR - 8, ty, f"{currency} {_money(subtotal)}", 9.5, INK, right=True)
ty -= 15
c.text(tb_x + 10, ty, "IVA", 9.5, GRAY, bold=True)
c.text(_MR - 8, ty, "según aplique", 9, GRAY, right=True)
ty -= 6
c.rect(tb_x, ty - 20, tb_w, 20, ACC)
c.text(tb_x + 10, ty - 14, "TOTAL", 10, (1, 1, 1), bold=True)
c.text(_MR - 8, ty - 14, f"{currency} {_money(subtotal)} + IVA", 10, (1, 1, 1), bold=True, right=True)
c.y -= 70
# ---------------- Condiciones ----------------
if terms:
section("Condiciones comerciales")
for para in terms.splitlines():
for ln in (_wrap(para, 108) or [""]):
c.ensure(13)
c.text(_ML + 6, c.y - 10, ln, 8.8, GRAY)
c.y -= 12
c.y -= 4
# pie en todas las páginas
for ops in c.pages:
if footer:
r, g, b = GRAY
ops.append(f"BT /F1 8 Tf {r:.3f} {g:.3f} {b:.3f} rg 1 0 0 1 {_ML} 34 Tm ({_esc(_fit(footer, 8, _MR - _ML))}) Tj ET")
ops.append(f"{ACC[0]:.3f} {ACC[1]:.3f} {ACC[2]:.3f} rg 0 0 {_W} 6 re f")
# ---------------- Ensamblado ----------------
streams = ["\n".join(ops).encode("latin-1", "replace") for ops in c.pages]
objects: list[bytes] = []
def add(obj: bytes):
objects.append(obj)
n_pages = len(c.pages)
has_img = 1 if logo else 0
# numeración: 1 catalog, 2 pages, 3 F1, 4 F2, [5 img], luego páginas y streams
img_num = 5 if has_img else None
base = 6 if has_img else 5
page_nums = list(range(base, base + n_pages))
content_nums = list(range(base + n_pages, base + 2 * n_pages))
kids = " ".join(f"{n} 0 R" for n in page_nums)
add(b"<< /Type /Catalog /Pages 2 0 R >>")
add(f"<< /Type /Pages /Kids [{kids}] /Count {n_pages} >>".encode("latin-1"))
add(b"<< /Type /Font /Subtype /Type1 /BaseFont /Helvetica /Encoding /WinAnsiEncoding >>")
add(b"<< /Type /Font /Subtype /Type1 /BaseFont /Helvetica-Bold /Encoding /WinAnsiEncoding >>")
if logo:
jpeg, lw, lh = logo
add(
(
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"
)
for i in range(n_pages):
res = "/Font << /F1 3 0 R /F2 4 0 R >>"
if has_img and i == 0:
res += f" /XObject << /Im0 {img_num} 0 R >>"
add(
(
f"<< /Type /Page /Parent 2 0 R /MediaBox [0 0 {_W} {_H}] "
f"/Resources << {res} >> /Contents {content_nums[i]} 0 R >>"
).encode("latin-1")
)
for stream in streams:
add(b"<< /Length " + str(len(stream)).encode() + b" >>\nstream\n" + stream + b"\nendstream")
out = bytearray(b"%PDF-1.4\n%\xe2\xe3\xcf\xd3\n")
offsets = []
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") + 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)