Files
CRM_AGENTES_CARGA/backend/api/v1/modules/crm/quotes/routes.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

268 lines
9.4 KiB
Python

from fastapi import APIRouter, Depends, File, 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 pdf_service, service
from .dto import (
QuoteCreate,
QuoteItemCreate,
QuoteItemResponse,
QuoteItemUpdate,
QuoteResponse,
QuoteSettingsInput,
QuoteSettingsResponse,
QuoteUpdate,
SendQuoteEmailRequest,
)
router = APIRouter()
# ----- Configuración de marca del formato de cotización -----
@router.get("/quote-settings", response_model=QuoteSettingsResponse)
def get_quote_settings(
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
obj = pdf_service.get_settings(db, current_user["tenant_id"], company_id)
return obj or QuoteSettingsResponse()
@router.put("/quote-settings", response_model=QuoteSettingsResponse)
def save_quote_settings(
payload: QuoteSettingsInput,
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
return pdf_service.upsert_settings(db, current_user["tenant_id"], company_id, payload.model_dump(exclude_unset=True))
@router.post("/quote-settings/logo", response_model=QuoteSettingsResponse)
async def upload_quote_logo(
company_id: int = Query(...),
file: UploadFile = File(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
from core.storage_s3 import put_object_bytes
tenant_id = current_user["tenant_id"]
content = await file.read()
safe = (file.filename or "logo").replace("/", "-")
key = f"tenants/{tenant_id}/companies/{company_id}/crm-quote-logo/{safe}"
put_object_bytes(key, content, content_type=file.content_type or "image/png")
return pdf_service.set_logo_key(db, tenant_id, company_id, key)
@router.get("/quote-settings/logo-url")
def get_logo_url(
company_id: int = Query(...),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
from core.storage_s3 import presigned_get_url
obj = pdf_service.get_settings(db, current_user["tenant_id"], company_id)
if not obj or not obj.logo_file_key:
return {"url": None}
return {"url": presigned_get_url(obj.logo_file_key)}
def _user_id(current_user: dict) -> str | None:
return current_user.get("sub") or current_user.get("id")
@router.get("/quotes", response_model=list[QuoteResponse])
def list_quotes(
company_id: int = Query(..., description="Company ID"),
search: str | None = Query(None),
quote_status: str | None = Query(None, alias="status"),
account_id: int | None = Query(None),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id = current_user["tenant_id"]
return service.get_quotes(db, tenant_id, company_id, search, quote_status, account_id)
@router.get("/quotes/{quote_id}", response_model=QuoteResponse)
def get_quote(
quote_id: int,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id = current_user["tenant_id"]
return service.get_quote(db, quote_id, tenant_id, company_id)
@router.post("/quotes", response_model=QuoteResponse, status_code=status.HTTP_201_CREATED)
def create_quote(
payload: QuoteCreate,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id = current_user["tenant_id"]
return service.create_quote(db, payload, tenant_id, company_id, _user_id(current_user))
@router.post(
"/quotes/from-service-request",
response_model=list[QuoteResponse],
status_code=status.HTTP_201_CREATED,
)
def create_quotes_from_service_request(
service_request_id: int = Query(..., description="Solicitud de servicio a cotizar"),
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
"""Genera la(s) cotización(es) desde una solicitud. Si es 'Ambas' devuelve 2 (FCL/LCL)."""
tenant_id = current_user["tenant_id"]
return service.create_quotes_from_service_request(
db, service_request_id, tenant_id, company_id, _user_id(current_user)
)
@router.patch("/quotes/{quote_id}", response_model=QuoteResponse)
def update_quote(
quote_id: int,
payload: QuoteUpdate,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
tenant_id = current_user["tenant_id"]
return service.update_quote(db, quote_id, payload, tenant_id, company_id, _user_id(current_user))
@router.patch("/quotes/{quote_id}/send", response_model=QuoteResponse)
def send_quote(
quote_id: int,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
return service.send_quote(db, quote_id, current_user["tenant_id"], company_id)
@router.patch("/quotes/{quote_id}/accept", response_model=QuoteResponse)
def accept_quote(
quote_id: int,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
return service.accept_quote(db, quote_id, current_user["tenant_id"], company_id)
@router.patch("/quotes/{quote_id}/reject", response_model=QuoteResponse)
def reject_quote(
quote_id: int,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
return service.reject_quote(db, quote_id, current_user["tenant_id"], company_id)
@router.get("/quotes/{quote_id}/pdf")
def quote_pdf(
quote_id: int,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
"""Devuelve el PDF de la cotización directamente (vía backend, sin exponer MinIO)."""
tenant_id = current_user["tenant_id"]
quote = service.get_quote(db, quote_id, tenant_id, company_id)
pdf_bytes = pdf_service.build_pdf_bytes(db, quote, tenant_id, company_id)
ref = (quote.reference or f"cot-{quote.id}").replace("/", "-")
return Response(
content=pdf_bytes,
media_type="application/pdf",
headers={"Content-Disposition": f'inline; filename="cotizacion-{ref}.pdf"'},
)
@router.post("/quotes/{quote_id}/send-email")
async def quote_send_email(
quote_id: int,
payload: SendQuoteEmailRequest,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
"""Genera el PDF y lo envía por correo (al cliente o al destinatario indicado)."""
return await pdf_service.send_quote_email(
db, quote_id, current_user["tenant_id"], company_id, payload.to, payload.subject, payload.message
)
@router.post("/quotes/{quote_id}/clone", response_model=QuoteResponse, status_code=status.HTTP_201_CREATED)
def clone_quote(
quote_id: int,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
"""Clona la cotización como borrador para re-cotizar (R-C-12)."""
return service.clone_quote(db, quote_id, current_user["tenant_id"], company_id, _user_id(current_user))
@router.delete("/quotes/{quote_id}", status_code=status.HTTP_204_NO_CONTENT)
def delete_quote(
quote_id: int,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
service.delete_quote(db, quote_id, current_user["tenant_id"], company_id)
# ----- Conceptos de la cotización -----
@router.get("/quotes/{quote_id}/items", response_model=list[QuoteItemResponse])
def list_quote_items(
quote_id: int,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
return service.get_quote_items(db, quote_id, current_user["tenant_id"], company_id)
@router.post("/quote-items", response_model=QuoteItemResponse, status_code=status.HTTP_201_CREATED)
def create_quote_item(
payload: QuoteItemCreate,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
return service.create_quote_item(db, payload, current_user["tenant_id"], company_id)
@router.patch("/quote-items/{item_id}", response_model=QuoteItemResponse)
def update_quote_item(
item_id: int,
payload: QuoteItemUpdate,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
return service.update_quote_item(db, item_id, payload, current_user["tenant_id"], company_id)
@router.delete("/quote-items/{item_id}", status_code=status.HTTP_204_NO_CONTENT)
def delete_quote_item(
item_id: int,
company_id: int = Query(..., description="Company ID"),
current_user: dict = Depends(get_current_user),
db: Session = Depends(get_core_db),
):
service.delete_quote_item(db, item_id, current_user["tenant_id"], company_id)