Files
CRM_AGENTES_CARGA/backend/tests/test_service_requests.py
Ernesto Herrera 915bdd19fe feat(crm): ampliar solicitud de servicio y encadenar el ciclo comercial
Solicitud de servicio:
- Campos del documento maestro de cotización (ruta estructurada por país,
  mercancía, dimensiones/bultos, FCL/LCL, servicios adicionales, notas).
- Origen/Destino seleccionables por catálogo de país (seed ya poblado).
- Validación de contacto asociado (422 si no existe).

Ciclo Oportunidad -> Solicitud -> Cotización -> Operación:
- Dirección impo/expo se captura en la Oportunidad y se hereda al ciclo.
- Conversión Oportunidad->Solicitud idempotente con back-link.
- Endpoint Solicitud->Cotización; "Ambas" genera 2 cotizaciones (FCL/LCL).
- Liberación a Operaciones confirma IMPO/EXPO (prefijado) y siembra los hitos.
- Fecha de la cotización (issue_date) por defecto hoy, editable y en el PDF.

Folios auto-generados {LETRA}{AAAA}-{MM}-{NNN}-{DIR} para Oportunidad (O),
Solicitud (S), Cotización (C) y Operación (OP); consecutivo mensual por
compañía y entidad (crm.folio_counters + helper next_folio con bloqueo de fila).

Catálogos: 9 nuevos (tipo_operacion, medio_transporte, tipo_servicio, prioridad,
tipo_mercancia, unidad_medida, tipo_embalaje, servicio_adicional, tipo_documento).

Migración b1c2d3e4f5a6 reversible (upgrade->downgrade->upgrade verificado en PG).
25 pruebas unitarias nuevas (folios, catálogos, solicitudes, cotizaciones,
embarques); suite completa en verde (101 pruebas).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-08-03 17:51:40 -06:00

157 lines
6.3 KiB
Python

import pytest
from fastapi import HTTPException
from api.v1.modules.crm.accounts import service as accounts_service
from api.v1.modules.crm.accounts.dto import AccountCreate
from api.v1.modules.crm.contacts import service as contacts_service
from api.v1.modules.crm.contacts.dto import ContactCreate
from api.v1.modules.crm.opportunities import service as opp_service
from api.v1.modules.crm.opportunities.dto import OpportunityCreate
from api.v1.modules.crm.service_requests import service
from api.v1.modules.crm.service_requests.dto import (
RateRequestCreate,
ServiceRequestCreate,
ServiceRequestFromOpportunityInput,
ServiceRequestUpdate,
)
T, C = 1, 1
def test_create_service_request(db):
acc = accounts_service.create_account(db, AccountCreate(name="Cliente"), T, C)
sr = service.create_service_request(
db,
ServiceRequestCreate(
account_id=acc.id, operation_type="exportacion", transport_mode="maritimo",
service_type="puerta_puerta", origin="Manzanillo", destination="Long Beach",
incoterm="FOB", load_type="FCL",
),
T, C, user_id="dev",
)
assert sr.id is not None
assert sr.status == "nueva"
assert sr.created_by == "dev"
def test_service_request_rejects_unknown_account(db):
with pytest.raises(HTTPException) as exc:
service.create_service_request(db, ServiceRequestCreate(account_id=999, operation_type="importacion"), T, C)
assert exc.value.status_code == 422
def test_filter_by_operation_and_status(db):
service.create_service_request(db, ServiceRequestCreate(operation_type="exportacion"), T, C)
service.create_service_request(db, ServiceRequestCreate(operation_type="importacion"), T, C)
exp = service.get_service_requests(db, T, C, operation_type="exportacion")
assert len(exp) == 1 and exp[0].operation_type == "exportacion"
def test_rate_request_requires_service_request(db):
with pytest.raises(HTTPException) as exc:
service.create_rate_request(
db, RateRequestCreate(service_request_id=999, concept="flete_internacional"), T, C
)
assert exc.value.status_code == 404
def test_rate_request_ok_and_listed(db):
sr = service.create_service_request(db, ServiceRequestCreate(operation_type="exportacion"), T, C)
service.create_rate_request(
db, RateRequestCreate(service_request_id=sr.id, concept="flete_internacional", rate_amount=1200, currency="USD"),
T, C,
)
rates = service.get_rate_requests(db, T, C, service_request_id=sr.id)
assert len(rates) == 1 and rates[0].concept == "flete_internacional"
def test_update_service_request_status(db):
sr = service.create_service_request(db, ServiceRequestCreate(operation_type="exportacion"), T, C)
upd = service.update_service_request(db, sr.id, ServiceRequestUpdate(status="en_analisis"), T, C)
assert upd.status == "en_analisis"
# ----- Campos del documento maestro de cotización -----
def test_create_service_request_new_fields(db):
sr = service.create_service_request(
db,
ServiceRequestCreate(
operation_type="importacion", load_type="LCL", priority="alta",
origin_country="CHN", origin_city="Shanghai",
destination_country="MEX", destination_city="Manzanillo",
cargo_value=15000, insurance_required=True, hazardous_imo=True,
pieces_count=12, net_weight=800, measurement_unit="kg",
additional_services=["seguro", "despacho_aduanal"],
payment_method="99", client_notes="Manejo con cuidado",
),
T, C,
)
assert sr.origin_country == "CHN"
assert sr.insurance_required is True
assert sr.hazardous_imo is True
assert sr.additional_services == ["seguro", "despacho_aduanal"]
assert sr.pieces_count == 12
def test_service_request_rejects_unknown_contact(db):
with pytest.raises(HTTPException) as exc:
service.create_service_request(
db, ServiceRequestCreate(operation_type="importacion", contact_id=999), T, C
)
assert exc.value.status_code == 422
def test_service_request_generates_folio(db):
sr = service.create_service_request(db, ServiceRequestCreate(operation_type="exportacion"), T, C)
assert sr.reference is not None
assert sr.reference.startswith("S")
assert sr.reference.endswith("-E")
def test_service_request_accepts_ambas(db):
sr = service.create_service_request(
db, ServiceRequestCreate(operation_type="exportacion", load_type="AMBAS"), T, C
)
assert sr.load_type == "AMBAS"
def test_from_opportunity_inherits_operation_type_and_backlink(db):
acc = accounts_service.create_account(db, AccountCreate(name="Cliente"), T, C)
contact = contacts_service.create_contact(
db, ContactCreate(account_id=acc.id, first_name="Ana"), T, C
)
opp = opp_service.create_opportunity(
db,
OpportunityCreate(name="Negocio", account_id=acc.id, contact_id=contact.id,
operation_type="importacion"),
T, C,
)
sr = service.create_from_opportunity(
db, opp.id, ServiceRequestFromOpportunityInput(transport_mode="aereo"), T, C, user_id="dev"
)
# Hereda dirección y contacto de la oportunidad
assert sr.operation_type == "importacion"
assert sr.contact_id == contact.id
assert sr.opportunity_id == opp.id
assert sr.reference.startswith("S") and sr.reference.endswith("-I")
# Back-link en la oportunidad
refreshed = opp_service.get_opportunity(db, opp.id, T, C)
assert refreshed.converted_service_request_id == sr.id
def test_from_opportunity_idempotent(db):
opp = opp_service.create_opportunity(
db, OpportunityCreate(name="Negocio", operation_type="exportacion"), T, C
)
first = service.create_from_opportunity(db, opp.id, ServiceRequestFromOpportunityInput(), T, C)
second = service.create_from_opportunity(db, opp.id, ServiceRequestFromOpportunityInput(), T, C)
assert first.id == second.id # no crea una segunda solicitud
def test_from_opportunity_without_direction_fails(db):
opp = opp_service.create_opportunity(db, OpportunityCreate(name="Sin dirección"), T, C)
with pytest.raises(HTTPException) as exc:
service.create_from_opportunity(db, opp.id, ServiceRequestFromOpportunityInput(), T, C)
assert exc.value.status_code == 422