Files
CRM_AGENTES_CARGA/backend/api/v1/modules/crm/rates/routes.py
Ernesto Herrera 9c46f5bf3c feat(crm): ajustes de la sesión doc 2 (catálogos, bugs, oportunidades, facturación, UI)
Catálogos y selects:
- Incoterm como catálogo (nuevo catálogo global 'incoterm') en solicitud y modal
  de conversión de oportunidad.
- Moneda como catálogo en Cotizaciones (nuevo/detalle) y Facturación.
- "Tipo de transporte" desde catálogo medio_transporte (antes lista fija).
- Cotizador: origen/destino como selects alineados a las rutas de los tarifarios
  activos (endpoint /rate-locations), para que el costeo siempre encuentre ruta.

Bugs de la sesión:
- Direcciones no guardaban: DTO country String(2)→String(3) (ISO alfa-3); se
  amplía accounts.country y se normaliza 'MX'→'MEX' (migración).
- Contacto de proveedor mal filtrado: contacts.ts ahora envía supplier_id.
- Selects ilegibles en modo oscuro: regla global select option en app.css.
- Formas de pago SAT a 2 dígitos (01/04/08) en catálogo y valores guardados.
- RelatedManager: editar direcciones/contactos/documentos (antes solo eliminar).

Oportunidades:
- Se quitan etapas Prospecto/Contactado del embudo semilla.
- Fechas separadas won_date/lost_date + motivo de pérdida, con modal al mover a
  Ganada/Perdida (migración).

Facturación:
- Folio automático F{AAAA}-{MM}-{NNN} (next_folio entidad F, sin dirección).
- Moneda como catálogo.

UI:
- Giro "otro" habilita campo para especificar (accounts.industry_other, migración).
- Lista de contactos muestra a quién pertenece (cliente/prospecto/proveedor).
- Proveedores: países/puertos/aeropuertos/aduanas por catálogo (select + chips).

Migraciones reversibles (c2d3e4f5a6b7 ya existía; d3e4f5a6b7c8, e4f5a6b7c8d9).
Suite backend en verde (109). svelte-check sin errores nuevos.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-04 08:07:58 -06:00

270 lines
8.7 KiB
Python

"""Endpoints del módulo Tarifario."""
from datetime import date
from fastapi import APIRouter, Depends, File, Form, Query, Response, UploadFile, status
from sqlalchemy.orm import Session
from core.database import get_core_db
from core.security import get_current_user
from . import service
from .dto import (
CostRequest,
CostResult,
ImportPreview,
RateBreakDTO,
RateChargeCreate,
RateChargeResponse,
RateChargeUpdate,
RateLaneCreate,
RateLaneResponse,
RateSheetCreate,
RateSheetResponse,
RateSheetUpdate,
)
router = APIRouter(prefix="/rate-sheets", tags=["Tarifario"])
def _ctx(current_user: dict):
return current_user["tenant_id"], current_user.get("sub") or current_user.get("id")
def _sheet_out(db: Session, tenant_id: int, sheet) -> RateSheetResponse:
out = RateSheetResponse.model_validate(sheet)
out.lane_count = service.lane_count(db, tenant_id, sheet.id)
return out
def _lane_out(db: Session, lane) -> RateLaneResponse:
out = RateLaneResponse.model_validate(lane)
out.breaks = [RateBreakDTO.model_validate(b) for b in service.breaks_of(db, lane.id)]
return out
# ---------------- Tarifarios ----------------
@router.get("", response_model=list[RateSheetResponse])
def list_sheets(
company_id: int = Query(...),
mode: str | None = Query(None),
supplier_id: int | None = Query(None),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id, _ = _ctx(current_user)
sheets = service.list_sheets(db, tenant_id, company_id, mode=mode, supplier_id=supplier_id)
return [_sheet_out(db, tenant_id, s) for s in sheets]
@router.post("", response_model=RateSheetResponse, status_code=status.HTTP_201_CREATED)
def create_sheet(
data: RateSheetCreate,
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id, user_id = _ctx(current_user)
sheet = service.create_sheet(db, tenant_id, company_id, data, user_id)
return _sheet_out(db, tenant_id, sheet)
@router.get("/template")
def download_template(
mode: str = Query(..., description="aereo | maritimo_fcl | maritimo_lcl | terrestre"),
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
):
content = service.build_template(mode)
return Response(
content=content,
media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
headers={"Content-Disposition": f'attachment; filename="plantilla_tarifario_{mode}.xlsx"'},
)
@router.post("/import/preview", response_model=ImportPreview)
async def import_preview(
company_id: int = Query(...),
mode: str = Form(...),
file: UploadFile = File(...),
current_user: dict = Depends(get_current_user),
):
content = await file.read()
return service.parse_excel(mode, content)
@router.post("/import", response_model=RateSheetResponse, status_code=status.HTTP_201_CREATED)
async def import_sheet(
company_id: int = Query(...),
mode: str = Form(...),
name: str = Form(...),
supplier_id: int | None = Form(None),
currency: str = Form("USD"),
valid_from: date | None = Form(None),
valid_to: date | None = Form(None),
default_origin: str | None = Form(None),
file: UploadFile = File(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id, user_id = _ctx(current_user)
content = await file.read()
header = RateSheetCreate(
mode=mode, name=name, supplier_id=supplier_id, currency=currency,
valid_from=valid_from, valid_to=valid_to, default_origin=default_origin,
)
sheet = service.import_from_excel(db, tenant_id, company_id, mode, content, header, user_id)
return _sheet_out(db, tenant_id, sheet)
@router.get("/{sheet_id}", response_model=RateSheetResponse)
def get_sheet(
sheet_id: int,
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id, _ = _ctx(current_user)
return _sheet_out(db, tenant_id, service.get_sheet(db, tenant_id, company_id, sheet_id))
@router.patch("/{sheet_id}", response_model=RateSheetResponse)
def update_sheet(
sheet_id: int,
data: RateSheetUpdate,
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id, user_id = _ctx(current_user)
return _sheet_out(db, tenant_id, service.update_sheet(db, tenant_id, company_id, sheet_id, data, user_id))
@router.delete("/{sheet_id}", status_code=status.HTTP_204_NO_CONTENT)
def delete_sheet(
sheet_id: int,
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id, _ = _ctx(current_user)
service.delete_sheet(db, tenant_id, company_id, sheet_id)
# ---------------- Rutas (lanes) ----------------
@router.get("/{sheet_id}/lanes", response_model=list[RateLaneResponse])
def list_lanes(
sheet_id: int,
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id, _ = _ctx(current_user)
service.get_sheet(db, tenant_id, company_id, sheet_id)
return [_lane_out(db, lane) for lane in service.list_lanes(db, tenant_id, sheet_id)]
@router.post("/{sheet_id}/lanes", response_model=RateLaneResponse, status_code=status.HTTP_201_CREATED)
def create_lane(
sheet_id: int,
data: RateLaneCreate,
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id, _ = _ctx(current_user)
lane = service.create_lane(db, tenant_id, company_id, sheet_id, data)
return _lane_out(db, lane)
@router.delete("/{sheet_id}/lanes/{lane_id}", status_code=status.HTTP_204_NO_CONTENT)
def delete_lane(
sheet_id: int,
lane_id: int,
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id, _ = _ctx(current_user)
service.delete_lane(db, tenant_id, sheet_id, lane_id)
# ---------------- Cargos adicionales ----------------
@router.get("/{sheet_id}/charges", response_model=list[RateChargeResponse])
def list_charges(
sheet_id: int,
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id, _ = _ctx(current_user)
service.get_sheet(db, tenant_id, company_id, sheet_id)
return service.list_charges(db, tenant_id, sheet_id)
@router.post("/{sheet_id}/charges", response_model=RateChargeResponse, status_code=status.HTTP_201_CREATED)
def create_charge(
sheet_id: int,
data: RateChargeCreate,
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id, _ = _ctx(current_user)
return service.create_charge(db, tenant_id, company_id, sheet_id, data)
@router.patch("/{sheet_id}/charges/{charge_id}", response_model=RateChargeResponse)
def update_charge(
sheet_id: int,
charge_id: int,
data: RateChargeUpdate,
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id, _ = _ctx(current_user)
return service.update_charge(db, tenant_id, sheet_id, charge_id, data)
@router.delete("/{sheet_id}/charges/{charge_id}", status_code=status.HTTP_204_NO_CONTENT)
def delete_charge(
sheet_id: int,
charge_id: int,
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id, _ = _ctx(current_user)
service.delete_charge(db, tenant_id, sheet_id, charge_id)
# ---------------- Motor de costeo ----------------
cost_router = APIRouter(tags=["Tarifario"])
@cost_router.post("/rate-quote", response_model=CostResult)
def rate_quote(
req: CostRequest,
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
"""Calcula opciones de costo (por proveedor) para una ruta/carga."""
tenant_id, _ = _ctx(current_user)
options = service.quote_cost(db, tenant_id, company_id, req)
return CostResult(request=req, options=options)
@cost_router.get("/rate-locations")
def rate_locations(
mode: str = Query(...),
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
"""Orígenes/destinos cotizables (de los tarifarios activos) para alinear el cotizador."""
tenant_id, _ = _ctx(current_user)
return service.lane_locations(db, tenant_id, company_id, mode)