sync: Auto-sync from Mikes-MacBook-Air.local at 2026-03-09 08:14:13

Synced files: - Session logs updated - Latest context and credentials - Command/directive updates Machine: Mikes-MacBook-Air.local Timestamp: 2026-03-09 08:14:13 Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-03-09 08:14:13 -07:00
parent f81872784b
commit a1a19f8c00
59 changed files with 14435 additions and 1 deletions
--- a/api/models/init.py
+++ b/api/models/init.py
@@ -31,6 +31,7 @@ from api.models.operation_failure import OperationFailure
 from api.models.pending_task import PendingTask
 from api.models.problem_solution import ProblemSolution
 from api.models.project import Project
+from api.models.quote import Quote, QuoteActivity, QuoteItem, QuoteNotification
 from api.models.schema_migration import SchemaMigration
 from api.models.security_incident import SecurityIncident
 from api.models.service import Service
@@ -72,6 +73,10 @@ __all__ = [
    "PendingTask",
    "ProblemSolution",
    "Project",
+    "Quote",
+    "QuoteActivity",
+    "QuoteItem",
+    "QuoteNotification",
    "SchemaMigration",
    "SecurityIncident",
    "Service",
--- a/api/models/quote.py
+++ b/api/models/quote.py
@@ -0,0 +1,564 @@
+"""
+Quote models for MSP Quote Wizard.
+
+Models for managing quotes, quote items, activity tracking, and notifications
+for the public-facing MSP service quote wizard.
+"""
+
+import secrets
+from datetime import datetime
+from decimal import Decimal
+from enum import Enum as PyEnum
+from typing import TYPE_CHECKING, Optional
+
+from sqlalchemy import (
+    CHAR,
+    Boolean,
+    CheckConstraint,
+    DateTime,
+    ForeignKey,
+    Index,
+    Integer,
+    Numeric,
+    String,
+    Text,
+)
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+
+from .base import Base, TimestampMixin, UUIDMixin
+
+
+class QuoteStatus(str, PyEnum):
+    """Status options for quotes."""
+    DRAFT = "draft"
+    SUBMITTED = "submitted"
+    REVIEWING = "reviewing"
+    APPROVED = "approved"
+    REJECTED = "rejected"
+    EXPIRED = "expired"
+
+
+class ServiceCategory(str, PyEnum):
+    """Service category options for quote items."""
+    MANAGED_SERVICES = "managed_services"
+    SECURITY = "security"
+    BACKUP = "backup"
+    CLOUD = "cloud"
+    HARDWARE = "hardware"
+    SOFTWARE = "software"
+    CONSULTING = "consulting"
+    SUPPORT = "support"
+
+
+class BillingFrequency(str, PyEnum):
+    """Billing frequency options for quote items."""
+    MONTHLY = "monthly"
+    QUARTERLY = "quarterly"
+    ANNUAL = "annual"
+    ONE_TIME = "one_time"
+
+
+class NotificationType(str, PyEnum):
+    """Notification types for quote events."""
+    EMAIL_SENT = "email_sent"
+    SMS_SENT = "sms_sent"
+    ADMIN_ALERT = "admin_alert"
+    REMINDER_SENT = "reminder_sent"
+
+
+class Quote(Base, UUIDMixin, TimestampMixin):
+    """
+    Quote model representing a service quote request.
+
+    Stores quote details including contact information, selections,
+    and calculated totals. Uses an access token for public URL access.
+
+    Attributes:
+        access_token: Unique token for public access (URL-safe, 43 chars)
+        status: Current quote status (draft, submitted, reviewing, etc.)
+        company_name: Prospect company name
+        contact_name: Primary contact name
+        contact_email: Contact email address
+        contact_phone: Contact phone number
+        employee_count: Number of employees/users
+        notes: Customer notes or special requirements
+        admin_notes: Internal admin notes (not visible to customer)
+        monthly_total: Calculated monthly recurring total
+        setup_total: Calculated one-time setup total
+        annual_total: Calculated annual total
+        expires_at: Quote expiration date
+        submitted_at: Timestamp when quote was submitted
+        ip_address: IP address of the requester
+        user_agent: Browser user agent string
+    """
+
+    __tablename__ = "quotes"
+
+    # Access control
+    access_token: Mapped[str] = mapped_column(
+        String(64),
+        unique=True,
+        nullable=False,
+        default=lambda: secrets.token_urlsafe(32),
+        doc="Unique access token for public URL (URL-safe, 43 chars)"
+    )
+
+    # Status
+    status: Mapped[str] = mapped_column(
+        String(20),
+        nullable=False,
+        default=QuoteStatus.DRAFT.value,
+        server_default=QuoteStatus.DRAFT.value,
+        doc="Quote status: draft, submitted, reviewing, approved, rejected, expired"
+    )
+
+    # Contact information (optional until submission)
+    company_name: Mapped[Optional[str]] = mapped_column(
+        String(255),
+        doc="Prospect company name"
+    )
+
+    contact_name: Mapped[Optional[str]] = mapped_column(
+        String(255),
+        doc="Primary contact name"
+    )
+
+    contact_email: Mapped[Optional[str]] = mapped_column(
+        String(255),
+        doc="Contact email address"
+    )
+
+    contact_phone: Mapped[Optional[str]] = mapped_column(
+        String(50),
+        doc="Contact phone number"
+    )
+
+    # Business information
+    employee_count: Mapped[Optional[int]] = mapped_column(
+        Integer,
+        doc="Number of employees/users"
+    )
+
+    # Notes
+    notes: Mapped[Optional[str]] = mapped_column(
+        Text,
+        doc="Customer notes or special requirements"
+    )
+
+    admin_notes: Mapped[Optional[str]] = mapped_column(
+        Text,
+        doc="Internal admin notes (not visible to customer)"
+    )
+
+    # Calculated totals
+    monthly_total: Mapped[Decimal] = mapped_column(
+        Numeric(10, 2),
+        nullable=False,
+        default=Decimal("0.00"),
+        server_default="0.00",
+        doc="Calculated monthly recurring total"
+    )
+
+    setup_total: Mapped[Decimal] = mapped_column(
+        Numeric(10, 2),
+        nullable=False,
+        default=Decimal("0.00"),
+        server_default="0.00",
+        doc="Calculated one-time setup total"
+    )
+
+    annual_total: Mapped[Decimal] = mapped_column(
+        Numeric(10, 2),
+        nullable=False,
+        default=Decimal("0.00"),
+        server_default="0.00",
+        doc="Calculated annual total"
+    )
+
+    # Timestamps
+    expires_at: Mapped[Optional[datetime]] = mapped_column(
+        DateTime,
+        doc="Quote expiration date"
+    )
+
+    submitted_at: Mapped[Optional[datetime]] = mapped_column(
+        DateTime,
+        doc="Timestamp when quote was submitted"
+    )
+
+    # Tracking
+    ip_address: Mapped[Optional[str]] = mapped_column(
+        String(45),
+        doc="IP address of the requester (IPv4 or IPv6)"
+    )
+
+    user_agent: Mapped[Optional[str]] = mapped_column(
+        String(500),
+        doc="Browser user agent string"
+    )
+
+    # Syncro RMM Integration
+    syncro_lead_id: Mapped[Optional[str]] = mapped_column(
+        String(100),
+        doc="Lead ID in SyncroRMM if synced"
+    )
+
+    syncro_synced_at: Mapped[Optional[datetime]] = mapped_column(
+        DateTime,
+        doc="Timestamp when quote was synced to Syncro"
+    )
+
+    is_existing_customer: Mapped[bool] = mapped_column(
+        Boolean,
+        nullable=False,
+        default=False,
+        server_default="0",
+        doc="Whether this is an existing Syncro customer"
+    )
+
+    # Relationships
+    items: Mapped[list["QuoteItem"]] = relationship(
+        "QuoteItem",
+        back_populates="quote",
+        cascade="all, delete-orphan",
+        doc="Line items in this quote"
+    )
+
+    activities: Mapped[list["QuoteActivity"]] = relationship(
+        "QuoteActivity",
+        back_populates="quote",
+        cascade="all, delete-orphan",
+        order_by="QuoteActivity.created_at.desc()",
+        doc="Activity log for this quote"
+    )
+
+    notifications: Mapped[list["QuoteNotification"]] = relationship(
+        "QuoteNotification",
+        back_populates="quote",
+        cascade="all, delete-orphan",
+        doc="Notifications sent for this quote"
+    )
+
+    # Constraints and indexes
+    __table_args__ = (
+        CheckConstraint(
+            "status IN ('draft', 'submitted', 'reviewing', 'approved', 'rejected', 'expired')",
+            name="ck_quotes_status"
+        ),
+        Index("idx_quotes_access_token", "access_token"),
+        Index("idx_quotes_status", "status"),
+        Index("idx_quotes_contact_email", "contact_email"),
+        Index("idx_quotes_created_at", "created_at"),
+    )
+
+    def __repr__(self) -> str:
+        """String representation of the quote."""
+        return f"<Quote(id='{self.id}', status='{self.status}', company='{self.company_name}')>"
+
+
+class QuoteItem(Base, UUIDMixin, TimestampMixin):
+    """
+    Quote item model representing a single line item in a quote.
+
+    Stores service details, pricing, and quantity information.
+
+    Attributes:
+        quote_id: Reference to the parent quote
+        service_name: Name of the service
+        service_description: Detailed description of the service
+        category: Service category (managed_services, security, etc.)
+        billing_frequency: Billing frequency (monthly, annual, one_time)
+        unit_price: Price per unit
+        quantity: Number of units
+        setup_fee: One-time setup fee
+        is_required: Whether this item is required (cannot be removed)
+        sort_order: Display order within the quote
+    """
+
+    __tablename__ = "quote_items"
+
+    # Foreign keys
+    quote_id: Mapped[str] = mapped_column(
+        CHAR(36),
+        ForeignKey("quotes.id", ondelete="CASCADE"),
+        nullable=False,
+        doc="Reference to the parent quote"
+    )
+
+    # Service identification
+    service_name: Mapped[str] = mapped_column(
+        String(255),
+        nullable=False,
+        doc="Name of the service"
+    )
+
+    service_description: Mapped[Optional[str]] = mapped_column(
+        Text,
+        doc="Detailed description of the service"
+    )
+
+    # Category
+    category: Mapped[str] = mapped_column(
+        String(50),
+        nullable=False,
+        default=ServiceCategory.MANAGED_SERVICES.value,
+        doc="Service category: managed_services, security, backup, cloud, etc."
+    )
+
+    # Billing
+    billing_frequency: Mapped[str] = mapped_column(
+        String(20),
+        nullable=False,
+        default=BillingFrequency.MONTHLY.value,
+        doc="Billing frequency: monthly, quarterly, annual, one_time"
+    )
+
+    # Pricing
+    unit_price: Mapped[Decimal] = mapped_column(
+        Numeric(10, 2),
+        nullable=False,
+        default=Decimal("0.00"),
+        doc="Price per unit"
+    )
+
+    quantity: Mapped[int] = mapped_column(
+        Integer,
+        nullable=False,
+        default=1,
+        doc="Number of units"
+    )
+
+    setup_fee: Mapped[Decimal] = mapped_column(
+        Numeric(10, 2),
+        nullable=False,
+        default=Decimal("0.00"),
+        server_default="0.00",
+        doc="One-time setup fee"
+    )
+
+    # Configuration
+    is_required: Mapped[bool] = mapped_column(
+        Boolean,
+        nullable=False,
+        default=False,
+        server_default="0",
+        doc="Whether this item is required (cannot be removed)"
+    )
+
+    sort_order: Mapped[int] = mapped_column(
+        Integer,
+        nullable=False,
+        default=0,
+        server_default="0",
+        doc="Display order within the quote"
+    )
+
+    # Relationships
+    quote: Mapped["Quote"] = relationship(
+        "Quote",
+        back_populates="items"
+    )
+
+    # Constraints and indexes
+    __table_args__ = (
+        CheckConstraint(
+            "category IN ('managed_services', 'security', 'backup', 'cloud', 'hardware', 'software', 'consulting', 'support')",
+            name="ck_quote_items_category"
+        ),
+        CheckConstraint(
+            "billing_frequency IN ('monthly', 'quarterly', 'annual', 'one_time')",
+            name="ck_quote_items_billing_frequency"
+        ),
+        CheckConstraint(
+            "quantity >= 1",
+            name="ck_quote_items_quantity_positive"
+        ),
+        Index("idx_quote_items_quote_id", "quote_id"),
+        Index("idx_quote_items_category", "category"),
+    )
+
+    def __repr__(self) -> str:
+        """String representation of the quote item."""
+        return f"<QuoteItem(service='{self.service_name}', qty={self.quantity}, price={self.unit_price})>"
+
+    @property
+    def line_total(self) -> Decimal:
+        """Calculate the line total (unit_price * quantity)."""
+        return self.unit_price * self.quantity
+
+    @property
+    def monthly_amount(self) -> Decimal:
+        """Calculate the monthly amount based on billing frequency."""
+        if self.billing_frequency == BillingFrequency.MONTHLY.value:
+            return self.line_total
+        elif self.billing_frequency == BillingFrequency.QUARTERLY.value:
+            return self.line_total / Decimal("3")
+        elif self.billing_frequency == BillingFrequency.ANNUAL.value:
+            return self.line_total / Decimal("12")
+        else:  # one_time
+            return Decimal("0.00")
+
+
+class QuoteActivity(Base, UUIDMixin, TimestampMixin):
+    """
+    Quote activity model for tracking quote history and changes.
+
+    Logs all actions taken on a quote for audit and tracking purposes.
+
+    Attributes:
+        quote_id: Reference to the parent quote
+        action: Action performed (created, updated, submitted, etc.)
+        description: Detailed description of the action
+        actor: Who performed the action (email, 'system', 'admin')
+        ip_address: IP address of the actor
+        metadata: JSON metadata about the action
+    """
+
+    __tablename__ = "quote_activities"
+
+    # Foreign keys
+    quote_id: Mapped[str] = mapped_column(
+        CHAR(36),
+        ForeignKey("quotes.id", ondelete="CASCADE"),
+        nullable=False,
+        doc="Reference to the parent quote"
+    )
+
+    # Activity details
+    action: Mapped[str] = mapped_column(
+        String(50),
+        nullable=False,
+        doc="Action performed: created, updated, item_added, item_removed, submitted, status_changed, etc."
+    )
+
+    description: Mapped[Optional[str]] = mapped_column(
+        Text,
+        doc="Detailed description of the action"
+    )
+
+    actor: Mapped[Optional[str]] = mapped_column(
+        String(255),
+        doc="Who performed the action (email, 'system', 'admin')"
+    )
+
+    ip_address: Mapped[Optional[str]] = mapped_column(
+        String(45),
+        doc="IP address of the actor"
+    )
+
+    metadata: Mapped[Optional[str]] = mapped_column(
+        Text,
+        doc="JSON metadata about the action"
+    )
+
+    # Relationships
+    quote: Mapped["Quote"] = relationship(
+        "Quote",
+        back_populates="activities"
+    )
+
+    # Indexes
+    __table_args__ = (
+        Index("idx_quote_activities_quote_id", "quote_id"),
+        Index("idx_quote_activities_action", "action"),
+        Index("idx_quote_activities_created_at", "created_at"),
+    )
+
+    def __repr__(self) -> str:
+        """String representation of the quote activity."""
+        return f"<QuoteActivity(quote_id='{self.quote_id}', action='{self.action}')>"
+
+
+class QuoteNotification(Base, UUIDMixin, TimestampMixin):
+    """
+    Quote notification model for tracking notifications sent.
+
+    Records all notifications (emails, SMS, alerts) sent for a quote.
+
+    Attributes:
+        quote_id: Reference to the parent quote
+        notification_type: Type of notification (email_sent, sms_sent, etc.)
+        recipient: Notification recipient (email, phone, etc.)
+        subject: Notification subject
+        content: Notification content/body
+        status: Delivery status (pending, sent, delivered, failed)
+        sent_at: Timestamp when notification was sent
+        error_message: Error message if delivery failed
+    """
+
+    __tablename__ = "quote_notifications"
+
+    # Foreign keys
+    quote_id: Mapped[str] = mapped_column(
+        CHAR(36),
+        ForeignKey("quotes.id", ondelete="CASCADE"),
+        nullable=False,
+        doc="Reference to the parent quote"
+    )
+
+    # Notification details
+    notification_type: Mapped[str] = mapped_column(
+        String(30),
+        nullable=False,
+        doc="Type of notification: email_sent, sms_sent, admin_alert, reminder_sent"
+    )
+
+    recipient: Mapped[str] = mapped_column(
+        String(255),
+        nullable=False,
+        doc="Notification recipient (email, phone, etc.)"
+    )
+
+    subject: Mapped[Optional[str]] = mapped_column(
+        String(500),
+        doc="Notification subject"
+    )
+
+    content: Mapped[Optional[str]] = mapped_column(
+        Text,
+        doc="Notification content/body"
+    )
+
+    # Status tracking
+    status: Mapped[str] = mapped_column(
+        String(20),
+        nullable=False,
+        default="pending",
+        server_default="pending",
+        doc="Delivery status: pending, sent, delivered, failed"
+    )
+
+    sent_at: Mapped[Optional[datetime]] = mapped_column(
+        DateTime,
+        doc="Timestamp when notification was sent"
+    )
+
+    error_message: Mapped[Optional[str]] = mapped_column(
+        Text,
+        doc="Error message if delivery failed"
+    )
+
+    # Relationships
+    quote: Mapped["Quote"] = relationship(
+        "Quote",
+        back_populates="notifications"
+    )
+
+    # Constraints and indexes
+    __table_args__ = (
+        CheckConstraint(
+            "notification_type IN ('email_sent', 'sms_sent', 'admin_alert', 'reminder_sent')",
+            name="ck_quote_notifications_type"
+        ),
+        CheckConstraint(
+            "status IN ('pending', 'sent', 'delivered', 'failed')",
+            name="ck_quote_notifications_status"
+        ),
+        Index("idx_quote_notifications_quote_id", "quote_id"),
+        Index("idx_quote_notifications_type", "notification_type"),
+        Index("idx_quote_notifications_status", "status"),
+    )
+
+    def __repr__(self) -> str:
+        """String representation of the quote notification."""
+        return f"<QuoteNotification(type='{self.notification_type}', recipient='{self.recipient}', status='{self.status}')>"