Files
CRM_AGENTES_CARGA/backend/api/v1/modules/crm/quotes/service.py
Aduanasoft a196c44fae feat(crm,ops): proceso comercial (solicitudes/RFQ, tarifas, cotizaciones) + Operaciones (embarques)
Diagrama 1 (CRM comercial) y Diagrama 2 (Operaciones) del spec de agente de carga:
- crm.service_requests (RFQ) + crm.rate_requests (solicitud de tarifas a proveedores)
- crm.quotes + crm.quote_items: conceptos costo/venta/margen, totales automáticos,
  estados borrador→enviada→aceptada/rechazada
- schema ops: ops.shipments (booking, Cut Off, ETD/ETA, naviera/agente aduanal/destino)
  y ops.shipment_documents (MBL/HBL, MAWB/HAWB, CMR…)
- liberar-a-operaciones: crea el embarque desde la cotización aceptada
- migración b3c4d5e6f7a8, routers/permisos, seed del flujo completo
- 52 tests pytest en verde

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-14 18:21:25 -06:00

232 lines
7.8 KiB
Python

from datetime import datetime, timezone
from decimal import Decimal
from fastapi import HTTPException, status
from sqlalchemy import func
from sqlalchemy.orm import Session
from ..accounts.models import Account
from ..service_requests.models import ServiceRequest
from ..suppliers.models import Supplier
from .dto import QuoteCreate, QuoteItemCreate, QuoteItemUpdate, QuoteUpdate
from .models import Quote, QuoteItem
def _exists(db: Session, model, _id: int | None, tenant_id: int, company_id: int) -> bool:
if _id is None:
return True
return (
db.query(model.id)
.filter(
model.id == _id,
model.tenant_id == tenant_id,
model.company_id == company_id,
model.deleted_at.is_(None),
)
.first()
is not None
)
def _validate_refs(db: Session, data: dict, tenant_id: int, company_id: int) -> None:
if not _exists(db, Account, data.get("account_id"), tenant_id, company_id):
raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="El cliente asociado no existe")
if not _exists(db, ServiceRequest, data.get("service_request_id"), tenant_id, company_id):
raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="La solicitud asociada no existe")
def _recompute_totals(db: Session, quote: Quote) -> None:
"""Recalcula total_cost/total_sale a partir de los conceptos vigentes."""
cost, sale = (
db.query(
func.coalesce(func.sum(QuoteItem.quantity * QuoteItem.unit_cost), 0),
func.coalesce(func.sum(QuoteItem.quantity * QuoteItem.unit_sale), 0),
)
.filter(QuoteItem.quote_id == quote.id, QuoteItem.deleted_at.is_(None))
.one()
)
quote.total_cost = Decimal(cost or 0)
quote.total_sale = Decimal(sale or 0)
# ----- Quotes -----
def get_quotes(
db: Session,
tenant_id: int,
company_id: int,
search: str | None = None,
quote_status: str | None = None,
account_id: int | None = None,
) -> list[Quote]:
query = db.query(Quote).filter(
Quote.tenant_id == tenant_id,
Quote.company_id == company_id,
Quote.deleted_at.is_(None),
)
if quote_status:
query = query.filter(Quote.status == quote_status)
if account_id is not None:
query = query.filter(Quote.account_id == account_id)
if search:
query = query.filter(Quote.reference.ilike(f"%{search}%"))
return query.order_by(Quote.created_at.desc()).all()
def get_quote(db: Session, quote_id: int, tenant_id: int, company_id: int) -> Quote:
obj = (
db.query(Quote)
.filter(
Quote.id == quote_id,
Quote.tenant_id == tenant_id,
Quote.company_id == company_id,
Quote.deleted_at.is_(None),
)
.first()
)
if not obj:
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Cotización no encontrada")
return obj
def create_quote(
db: Session, payload: QuoteCreate, tenant_id: int, company_id: int, user_id: str | None = None
) -> Quote:
data = payload.model_dump()
_validate_refs(db, data, tenant_id, company_id)
obj = Quote(**data, tenant_id=tenant_id, company_id=company_id, created_by=user_id, updated_by=user_id)
db.add(obj)
db.commit()
db.refresh(obj)
return obj
def update_quote(
db: Session, quote_id: int, payload: QuoteUpdate, tenant_id: int, company_id: int, user_id: str | None = None
) -> Quote:
obj = get_quote(db, quote_id, tenant_id, company_id)
data = payload.model_dump(exclude_unset=True)
_validate_refs(db, data, tenant_id, company_id)
for field, value in data.items():
setattr(obj, field, value)
obj.updated_by = user_id
db.commit()
db.refresh(obj)
return obj
def delete_quote(db: Session, quote_id: int, tenant_id: int, company_id: int) -> None:
obj = get_quote(db, quote_id, tenant_id, company_id)
obj.deleted_at = datetime.now(timezone.utc)
db.commit()
def _set_service_request_status(db: Session, quote: Quote, new_status: str) -> None:
if quote.service_request_id:
sr = db.query(ServiceRequest).filter(ServiceRequest.id == quote.service_request_id).first()
if sr:
sr.status = new_status
def send_quote(db: Session, quote_id: int, tenant_id: int, company_id: int) -> Quote:
quote = get_quote(db, quote_id, tenant_id, company_id)
quote.status = "enviada"
quote.sent_at = datetime.now(timezone.utc)
_set_service_request_status(db, quote, "cotizada")
db.commit()
db.refresh(quote)
return quote
def accept_quote(db: Session, quote_id: int, tenant_id: int, company_id: int) -> Quote:
quote = get_quote(db, quote_id, tenant_id, company_id)
quote.status = "aceptada"
quote.accepted_at = datetime.now(timezone.utc)
_set_service_request_status(db, quote, "aceptada")
db.commit()
db.refresh(quote)
return quote
def reject_quote(db: Session, quote_id: int, tenant_id: int, company_id: int) -> Quote:
quote = get_quote(db, quote_id, tenant_id, company_id)
quote.status = "rechazada"
quote.rejected_at = datetime.now(timezone.utc)
_set_service_request_status(db, quote, "rechazada")
db.commit()
db.refresh(quote)
return quote
# ----- Quote items -----
def get_quote_items(db: Session, quote_id: int, tenant_id: int, company_id: int) -> list[QuoteItem]:
get_quote(db, quote_id, tenant_id, company_id) # valida scope
return (
db.query(QuoteItem)
.filter(
QuoteItem.quote_id == quote_id,
QuoteItem.tenant_id == tenant_id,
QuoteItem.company_id == company_id,
QuoteItem.deleted_at.is_(None),
)
.order_by(QuoteItem.id.asc())
.all()
)
def _get_item(db: Session, item_id: int, tenant_id: int, company_id: int) -> QuoteItem:
item = (
db.query(QuoteItem)
.filter(
QuoteItem.id == item_id,
QuoteItem.tenant_id == tenant_id,
QuoteItem.company_id == company_id,
QuoteItem.deleted_at.is_(None),
)
.first()
)
if not item:
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Concepto no encontrado")
return item
def create_quote_item(db: Session, payload: QuoteItemCreate, tenant_id: int, company_id: int) -> QuoteItem:
quote = get_quote(db, payload.quote_id, tenant_id, company_id)
if not _exists(db, Supplier, payload.supplier_id, tenant_id, company_id):
raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="El proveedor no existe")
item = QuoteItem(**payload.model_dump(), tenant_id=tenant_id, company_id=company_id)
db.add(item)
db.flush()
_recompute_totals(db, quote)
db.commit()
db.refresh(item)
return item
def update_quote_item(
db: Session, item_id: int, payload: QuoteItemUpdate, tenant_id: int, company_id: int
) -> QuoteItem:
item = _get_item(db, item_id, tenant_id, company_id)
data = payload.model_dump(exclude_unset=True)
if "supplier_id" in data and not _exists(db, Supplier, data["supplier_id"], tenant_id, company_id):
raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail="El proveedor no existe")
for field, value in data.items():
setattr(item, field, value)
db.flush()
quote = get_quote(db, item.quote_id, tenant_id, company_id)
_recompute_totals(db, quote)
db.commit()
db.refresh(item)
return item
def delete_quote_item(db: Session, item_id: int, tenant_id: int, company_id: int) -> None:
item = _get_item(db, item_id, tenant_id, company_id)
quote_id = item.quote_id
item.deleted_at = datetime.now(timezone.utc)
db.flush()
quote = get_quote(db, quote_id, tenant_id, company_id)
_recompute_totals(db, quote)
db.commit()