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>
This commit is contained in:
985
api/services/quote_service.py
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985
api/services/quote_service.py
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@@ -0,0 +1,985 @@
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"""
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Quote service layer for business logic and database operations.
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This module handles all database operations for quotes, providing a clean
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separation between the API routes and data access layer.
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"""
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import json
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import logging
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import secrets
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from datetime import datetime, timedelta
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from decimal import Decimal
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from typing import Optional
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from uuid import UUID
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from fastapi import HTTPException, status
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from sqlalchemy import func
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from sqlalchemy.exc import IntegrityError
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from sqlalchemy.orm import Session, joinedload
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from api.models.quote import (
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Quote,
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QuoteActivity,
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QuoteItem,
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QuoteNotification,
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QuoteStatus,
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BillingFrequency,
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)
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from api.schemas.quote import (
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QuoteCreate,
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QuoteUpdate,
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QuoteSubmit,
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QuoteItemCreate,
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QuoteAdminUpdate,
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QuoteListItem,
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QuoteStatsResponse,
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)
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from api.services.syncro_service import get_syncro_service
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logger = logging.getLogger(__name__)
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def generate_access_token() -> str:
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"""
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Generate a secure, URL-safe access token for quote access.
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Returns:
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str: A 43-character URL-safe token
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"""
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return secrets.token_urlsafe(32)
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def calculate_totals(items: list[QuoteItem]) -> tuple[Decimal, Decimal, Decimal]:
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"""
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Calculate monthly, setup, and annual totals from quote items.
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Args:
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items: List of QuoteItem objects
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Returns:
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tuple: (monthly_total, setup_total, annual_total)
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"""
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monthly_total = Decimal("0.00")
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setup_total = Decimal("0.00")
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for item in items:
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# Calculate line total
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line_total = item.unit_price * item.quantity
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# Add to appropriate total based on billing frequency
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if item.billing_frequency == BillingFrequency.MONTHLY.value:
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monthly_total += line_total
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elif item.billing_frequency == BillingFrequency.QUARTERLY.value:
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monthly_total += line_total / Decimal("3")
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elif item.billing_frequency == BillingFrequency.ANNUAL.value:
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monthly_total += line_total / Decimal("12")
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# one_time items don't add to monthly
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# Setup fees are always one-time
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setup_total += item.setup_fee
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# Annual total is monthly * 12 + setup
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annual_total = (monthly_total * Decimal("12")) + setup_total
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return monthly_total, setup_total, annual_total
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def log_activity(
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db: Session,
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quote_id: str,
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action: str,
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description: Optional[str] = None,
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actor: Optional[str] = None,
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ip_address: Optional[str] = None,
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metadata: Optional[dict] = None
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) -> QuoteActivity:
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"""
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Log an activity for a quote.
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Args:
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db: Database session
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quote_id: UUID of the quote
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action: Action being performed
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description: Detailed description
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actor: Who performed the action
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ip_address: IP address of the actor
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metadata: Additional metadata as dict
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Returns:
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QuoteActivity: The created activity record
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"""
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activity = QuoteActivity(
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quote_id=quote_id,
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action=action,
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description=description,
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actor=actor,
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ip_address=ip_address,
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metadata=json.dumps(metadata) if metadata else None
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)
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db.add(activity)
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db.flush()
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return activity
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def create_quote(
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db: Session,
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quote_data: QuoteCreate,
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ip_address: Optional[str] = None,
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user_agent: Optional[str] = None
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) -> Quote:
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"""
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Create a new quote draft with access token.
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Args:
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db: Database session
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quote_data: Quote creation data
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ip_address: IP address of the requester
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user_agent: Browser user agent
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Returns:
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Quote: The created quote object
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Example:
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```python
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quote_data = QuoteCreate(employee_count=25)
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quote = create_quote(db, quote_data, ip_address="192.168.1.1")
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print(f"Quote created: {quote.access_token}")
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```
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"""
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try:
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# Create quote with unique access token
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quote = Quote(
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access_token=generate_access_token(),
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status=QuoteStatus.DRAFT.value,
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employee_count=quote_data.employee_count,
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notes=quote_data.notes,
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ip_address=ip_address,
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user_agent=user_agent,
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# Set expiration to 30 days from now
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expires_at=datetime.utcnow() + timedelta(days=30)
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)
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db.add(quote)
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db.flush() # Get the quote ID
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# Add initial items if provided
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if quote_data.items:
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for idx, item_data in enumerate(quote_data.items):
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item = QuoteItem(
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quote_id=quote.id,
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service_name=item_data.service_name,
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service_description=item_data.service_description,
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category=item_data.category.value,
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billing_frequency=item_data.billing_frequency.value,
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unit_price=item_data.unit_price,
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quantity=item_data.quantity,
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setup_fee=item_data.setup_fee,
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is_required=item_data.is_required,
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sort_order=item_data.sort_order if item_data.sort_order else idx
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)
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db.add(item)
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db.flush()
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# Calculate and update totals
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monthly, setup, annual = calculate_totals(quote.items)
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quote.monthly_total = monthly
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quote.setup_total = setup
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quote.annual_total = annual
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# Log activity
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log_activity(
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db=db,
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quote_id=quote.id,
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action="created",
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description="Quote draft created",
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ip_address=ip_address,
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metadata={"employee_count": quote_data.employee_count}
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)
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db.commit()
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db.refresh(quote)
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return quote
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except IntegrityError as e:
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db.rollback()
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# If token collision (extremely rare), retry once
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if "access_token" in str(e.orig):
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return create_quote(db, quote_data, ip_address, user_agent)
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raise HTTPException(
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status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
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detail=f"Database error: {str(e)}"
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)
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except Exception as e:
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db.rollback()
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raise HTTPException(
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status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
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detail=f"Failed to create quote: {str(e)}"
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)
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def get_quote_by_token(db: Session, access_token: str) -> Quote:
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"""
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Retrieve a quote by its access token (public access).
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Args:
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db: Database session
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access_token: The quote's access token
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Returns:
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Quote: The quote object with items loaded
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Raises:
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HTTPException: 404 if quote not found
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"""
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quote = (
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db.query(Quote)
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.options(joinedload(Quote.items))
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.filter(Quote.access_token == access_token)
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.first()
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)
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if not quote:
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raise HTTPException(
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status_code=status.HTTP_404_NOT_FOUND,
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detail="Quote not found"
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)
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# Check if expired
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if quote.expires_at and quote.expires_at < datetime.utcnow():
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if quote.status == QuoteStatus.DRAFT.value:
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quote.status = QuoteStatus.EXPIRED.value
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db.commit()
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return quote
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def get_quote_by_id(db: Session, quote_id: UUID) -> Quote:
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"""
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Retrieve a quote by its ID (admin access).
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Args:
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db: Database session
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quote_id: UUID of the quote
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Returns:
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Quote: The quote object with all related data loaded
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Raises:
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HTTPException: 404 if quote not found
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"""
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quote = (
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db.query(Quote)
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.options(
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joinedload(Quote.items),
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joinedload(Quote.activities),
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joinedload(Quote.notifications)
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)
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.filter(Quote.id == str(quote_id))
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.first()
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)
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if not quote:
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raise HTTPException(
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status_code=status.HTTP_404_NOT_FOUND,
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detail=f"Quote with ID {quote_id} not found"
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)
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return quote
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def update_quote(
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db: Session,
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access_token: str,
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quote_data: QuoteUpdate,
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ip_address: Optional[str] = None
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) -> Quote:
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"""
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Update a quote (add/remove items, update details).
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Only drafts can be updated. Replaces all items if items are provided.
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Args:
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db: Database session
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access_token: The quote's access token
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quote_data: Update data
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ip_address: IP address of the requester
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Returns:
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Quote: The updated quote object
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Raises:
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HTTPException: 404 if not found, 400 if not a draft
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"""
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quote = get_quote_by_token(db, access_token)
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# Only drafts can be updated
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if quote.status != QuoteStatus.DRAFT.value:
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raise HTTPException(
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status_code=status.HTTP_400_BAD_REQUEST,
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detail=f"Cannot update quote with status '{quote.status}'. Only drafts can be modified."
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)
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try:
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# Update basic fields if provided
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update_data = quote_data.model_dump(exclude_unset=True, exclude={"items"})
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changes = []
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for field, value in update_data.items():
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old_value = getattr(quote, field)
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if old_value != value:
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setattr(quote, field, value)
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changes.append(f"{field}: {old_value} -> {value}")
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# Replace items if provided
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if quote_data.items is not None:
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# Remove existing items
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db.query(QuoteItem).filter(QuoteItem.quote_id == quote.id).delete()
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# Add new items
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for idx, item_data in enumerate(quote_data.items):
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item = QuoteItem(
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quote_id=quote.id,
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service_name=item_data.service_name,
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service_description=item_data.service_description,
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category=item_data.category.value,
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billing_frequency=item_data.billing_frequency.value,
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unit_price=item_data.unit_price,
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quantity=item_data.quantity,
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setup_fee=item_data.setup_fee,
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is_required=item_data.is_required,
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sort_order=item_data.sort_order if item_data.sort_order else idx
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)
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db.add(item)
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changes.append(f"items: replaced with {len(quote_data.items)} items")
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db.flush()
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# Recalculate totals
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db.refresh(quote)
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monthly, setup, annual = calculate_totals(quote.items)
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quote.monthly_total = monthly
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quote.setup_total = setup
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quote.annual_total = annual
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# Log activity
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if changes:
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log_activity(
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db=db,
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quote_id=quote.id,
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action="updated",
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description=f"Quote updated: {', '.join(changes)}",
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ip_address=ip_address
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)
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db.commit()
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db.refresh(quote)
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return quote
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except HTTPException:
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db.rollback()
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raise
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except Exception as e:
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db.rollback()
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raise HTTPException(
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status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
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detail=f"Failed to update quote: {str(e)}"
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)
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def submit_quote(
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db: Session,
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access_token: str,
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submit_data: QuoteSubmit,
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ip_address: Optional[str] = None
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) -> Quote:
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"""
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Submit a quote with contact information.
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Transitions quote from draft to submitted status.
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Args:
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db: Database session
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access_token: The quote's access token
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submit_data: Submission data with required contact info
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ip_address: IP address of the requester
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Returns:
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Quote: The submitted quote object
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Raises:
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HTTPException: 404 if not found, 400 if not a draft or no items
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"""
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quote = get_quote_by_token(db, access_token)
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# Only drafts can be submitted
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if quote.status != QuoteStatus.DRAFT.value:
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raise HTTPException(
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status_code=status.HTTP_400_BAD_REQUEST,
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detail=f"Cannot submit quote with status '{quote.status}'. Only drafts can be submitted."
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)
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# Must have at least one item
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if not quote.items:
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raise HTTPException(
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status_code=status.HTTP_400_BAD_REQUEST,
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detail="Cannot submit quote without any items. Please add at least one service."
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)
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try:
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# Update contact information
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quote.company_name = submit_data.company_name
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quote.contact_name = submit_data.contact_name
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quote.contact_email = submit_data.contact_email
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quote.contact_phone = submit_data.contact_phone
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if submit_data.notes:
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quote.notes = submit_data.notes
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# Update status and timestamp
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quote.status = QuoteStatus.SUBMITTED.value
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quote.submitted_at = datetime.utcnow()
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# Extend expiration to 90 days from submission
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quote.expires_at = datetime.utcnow() + timedelta(days=90)
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# Log activity
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log_activity(
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db=db,
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quote_id=quote.id,
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action="submitted",
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description=f"Quote submitted by {submit_data.contact_name} ({submit_data.contact_email})",
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actor=submit_data.contact_email,
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ip_address=ip_address,
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metadata={
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"company_name": submit_data.company_name,
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"contact_email": submit_data.contact_email,
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"monthly_total": str(quote.monthly_total),
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"setup_total": str(quote.setup_total)
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||||
}
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||||
)
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# Create admin notification record (actual sending would be handled elsewhere)
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notification = QuoteNotification(
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quote_id=quote.id,
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notification_type="admin_alert",
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recipient="admin@example.com", # Would come from config in production
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subject=f"New Quote Submission: {submit_data.company_name}",
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content=f"Quote submitted by {submit_data.contact_name}. Monthly: ${quote.monthly_total}",
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status="pending"
|
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)
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db.add(notification)
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db.commit()
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db.refresh(quote)
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return quote
|
||||
|
||||
except HTTPException:
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||||
db.rollback()
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raise
|
||||
except Exception as e:
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||||
db.rollback()
|
||||
raise HTTPException(
|
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status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
|
||||
detail=f"Failed to submit quote: {str(e)}"
|
||||
)
|
||||
|
||||
|
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async def sync_quote_to_syncro(db: Session, quote: Quote) -> dict:
|
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"""
|
||||
Sync a submitted quote to SyncroRMM.
|
||||
|
||||
Checks for existing customer and creates a lead in Syncro. Updates the
|
||||
quote with sync status and existing customer flag.
|
||||
|
||||
This function is designed to be called after submit_quote() completes,
|
||||
typically as a background task or in the API endpoint. It handles all
|
||||
Syncro API errors gracefully to avoid blocking the quote submission.
|
||||
|
||||
Args:
|
||||
db: Database session
|
||||
quote: The submitted quote object (must have contact_email)
|
||||
|
||||
Returns:
|
||||
dict: Sync result with keys:
|
||||
- synced: bool - Whether lead was created successfully
|
||||
- is_existing_customer: bool - Whether customer already exists
|
||||
- syncro_lead_id: str|None - Lead ID if created
|
||||
- error: str|None - Error message if sync failed
|
||||
|
||||
Example:
|
||||
```python
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||||
quote = submit_quote(db, access_token, submit_data, ip_address)
|
||||
sync_result = await sync_quote_to_syncro(db, quote)
|
||||
if sync_result["synced"]:
|
||||
print(f"Lead created: {sync_result['syncro_lead_id']}")
|
||||
```
|
||||
"""
|
||||
result = {
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||||
"synced": False,
|
||||
"is_existing_customer": False,
|
||||
"syncro_lead_id": None,
|
||||
"error": None
|
||||
}
|
||||
|
||||
if not quote.contact_email:
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||||
result["error"] = "Quote has no contact email"
|
||||
return result
|
||||
|
||||
try:
|
||||
syncro = get_syncro_service()
|
||||
|
||||
# Check for existing customer
|
||||
customer_check = await syncro.check_existing_customer(
|
||||
email=quote.contact_email,
|
||||
business_name=quote.company_name
|
||||
)
|
||||
|
||||
if customer_check.exists:
|
||||
quote.is_existing_customer = True
|
||||
result["is_existing_customer"] = True
|
||||
|
||||
logger.info(
|
||||
f"Quote {quote.id} is from existing customer: "
|
||||
f"{customer_check.customer_name} (ID: {customer_check.customer_id}, "
|
||||
f"match: {customer_check.match_type})"
|
||||
)
|
||||
|
||||
# Log activity for existing customer
|
||||
log_activity(
|
||||
db=db,
|
||||
quote_id=quote.id,
|
||||
action="syncro_customer_found",
|
||||
description=f"Existing Syncro customer found: {customer_check.customer_name}",
|
||||
metadata={
|
||||
"syncro_customer_id": customer_check.customer_id,
|
||||
"match_type": customer_check.match_type
|
||||
}
|
||||
)
|
||||
|
||||
# Create lead in Syncro
|
||||
lead_result = await syncro.create_lead(quote)
|
||||
|
||||
if lead_result.success:
|
||||
quote.syncro_lead_id = lead_result.lead_id
|
||||
quote.syncro_synced_at = datetime.utcnow()
|
||||
result["synced"] = True
|
||||
result["syncro_lead_id"] = lead_result.lead_id
|
||||
|
||||
# Log activity for successful sync
|
||||
log_activity(
|
||||
db=db,
|
||||
quote_id=quote.id,
|
||||
action="syncro_lead_created",
|
||||
description=f"Lead created in Syncro: {lead_result.lead_id}",
|
||||
metadata={
|
||||
"syncro_lead_id": lead_result.lead_id,
|
||||
"is_existing_customer": customer_check.exists
|
||||
}
|
||||
)
|
||||
else:
|
||||
result["error"] = lead_result.error
|
||||
logger.warning(
|
||||
f"Failed to create Syncro lead for quote {quote.id}: {lead_result.error}"
|
||||
)
|
||||
|
||||
# Log activity for failed sync
|
||||
log_activity(
|
||||
db=db,
|
||||
quote_id=quote.id,
|
||||
action="syncro_sync_failed",
|
||||
description=f"Failed to sync to Syncro: {lead_result.error}",
|
||||
metadata={"error": lead_result.error}
|
||||
)
|
||||
|
||||
# Commit the updates to quote
|
||||
db.commit()
|
||||
db.refresh(quote)
|
||||
|
||||
except Exception as e:
|
||||
# Log error but don't fail the overall operation
|
||||
error_msg = str(e)
|
||||
result["error"] = error_msg
|
||||
logger.error(
|
||||
f"Unexpected error syncing quote {quote.id} to Syncro: {error_msg}",
|
||||
exc_info=True
|
||||
)
|
||||
|
||||
try:
|
||||
log_activity(
|
||||
db=db,
|
||||
quote_id=quote.id,
|
||||
action="syncro_sync_error",
|
||||
description=f"Syncro sync error: {error_msg}",
|
||||
metadata={"error": error_msg}
|
||||
)
|
||||
db.commit()
|
||||
except Exception:
|
||||
db.rollback()
|
||||
|
||||
return result
|
||||
|
||||
|
||||
def list_quotes(
|
||||
db: Session,
|
||||
skip: int = 0,
|
||||
limit: int = 100,
|
||||
status_filter: Optional[str] = None,
|
||||
search: Optional[str] = None
|
||||
) -> tuple[list[Quote], int]:
|
||||
"""
|
||||
List quotes with pagination and optional filters (admin).
|
||||
|
||||
Args:
|
||||
db: Database session
|
||||
skip: Number of records to skip
|
||||
limit: Maximum number of records to return
|
||||
status_filter: Filter by status
|
||||
search: Search in company_name, contact_name, contact_email
|
||||
|
||||
Returns:
|
||||
tuple: (list of quotes, total count)
|
||||
"""
|
||||
query = db.query(Quote).options(joinedload(Quote.items))
|
||||
|
||||
# Apply filters
|
||||
if status_filter:
|
||||
query = query.filter(Quote.status == status_filter)
|
||||
|
||||
if search:
|
||||
search_term = f"%{search}%"
|
||||
query = query.filter(
|
||||
(Quote.company_name.ilike(search_term)) |
|
||||
(Quote.contact_name.ilike(search_term)) |
|
||||
(Quote.contact_email.ilike(search_term))
|
||||
)
|
||||
|
||||
# Get total count before pagination
|
||||
total = query.count()
|
||||
|
||||
# Apply pagination and ordering
|
||||
quotes = (
|
||||
query
|
||||
.order_by(Quote.created_at.desc())
|
||||
.offset(skip)
|
||||
.limit(limit)
|
||||
.all()
|
||||
)
|
||||
|
||||
return quotes, total
|
||||
|
||||
|
||||
def update_quote_status(
|
||||
db: Session,
|
||||
quote_id: UUID,
|
||||
update_data: QuoteAdminUpdate,
|
||||
admin_user: str
|
||||
) -> Quote:
|
||||
"""
|
||||
Update quote status and admin notes (admin).
|
||||
|
||||
Args:
|
||||
db: Database session
|
||||
quote_id: UUID of the quote
|
||||
update_data: Admin update data
|
||||
admin_user: Username of the admin making the change
|
||||
|
||||
Returns:
|
||||
Quote: The updated quote object
|
||||
"""
|
||||
quote = get_quote_by_id(db, quote_id)
|
||||
|
||||
try:
|
||||
changes = []
|
||||
|
||||
if update_data.status is not None and update_data.status.value != quote.status:
|
||||
old_status = quote.status
|
||||
quote.status = update_data.status.value
|
||||
changes.append(f"status: {old_status} -> {update_data.status.value}")
|
||||
|
||||
if update_data.admin_notes is not None:
|
||||
quote.admin_notes = update_data.admin_notes
|
||||
changes.append("admin_notes updated")
|
||||
|
||||
if update_data.expires_at is not None:
|
||||
quote.expires_at = update_data.expires_at
|
||||
changes.append(f"expires_at: {update_data.expires_at}")
|
||||
|
||||
# Log activity
|
||||
if changes:
|
||||
log_activity(
|
||||
db=db,
|
||||
quote_id=quote.id,
|
||||
action="admin_update",
|
||||
description=f"Admin update: {', '.join(changes)}",
|
||||
actor=admin_user
|
||||
)
|
||||
|
||||
db.commit()
|
||||
db.refresh(quote)
|
||||
|
||||
return quote
|
||||
|
||||
except Exception as e:
|
||||
db.rollback()
|
||||
raise HTTPException(
|
||||
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
|
||||
detail=f"Failed to update quote status: {str(e)}"
|
||||
)
|
||||
|
||||
|
||||
def get_quote_stats(db: Session) -> QuoteStatsResponse:
|
||||
"""
|
||||
Get dashboard statistics for quotes (admin).
|
||||
|
||||
Args:
|
||||
db: Database session
|
||||
|
||||
Returns:
|
||||
QuoteStatsResponse: Statistics about quotes
|
||||
"""
|
||||
# Total quotes
|
||||
total_quotes = db.query(Quote).count()
|
||||
|
||||
# Quotes by status
|
||||
status_counts = (
|
||||
db.query(Quote.status, func.count(Quote.id))
|
||||
.group_by(Quote.status)
|
||||
.all()
|
||||
)
|
||||
quotes_by_status = {status: count for status, count in status_counts}
|
||||
|
||||
# Total values for submitted quotes
|
||||
submitted_statuses = [
|
||||
QuoteStatus.SUBMITTED.value,
|
||||
QuoteStatus.REVIEWING.value,
|
||||
QuoteStatus.APPROVED.value
|
||||
]
|
||||
value_query = (
|
||||
db.query(
|
||||
func.sum(Quote.monthly_total),
|
||||
func.sum(Quote.setup_total)
|
||||
)
|
||||
.filter(Quote.status.in_(submitted_statuses))
|
||||
.first()
|
||||
)
|
||||
total_monthly_value = value_query[0] or Decimal("0.00")
|
||||
total_setup_value = value_query[1] or Decimal("0.00")
|
||||
|
||||
# Quotes this month
|
||||
month_start = datetime.utcnow().replace(day=1, hour=0, minute=0, second=0, microsecond=0)
|
||||
quotes_this_month = (
|
||||
db.query(Quote)
|
||||
.filter(Quote.created_at >= month_start)
|
||||
.count()
|
||||
)
|
||||
|
||||
# Quotes submitted this month
|
||||
quotes_submitted_this_month = (
|
||||
db.query(Quote)
|
||||
.filter(
|
||||
Quote.submitted_at >= month_start,
|
||||
Quote.submitted_at.isnot(None)
|
||||
)
|
||||
.count()
|
||||
)
|
||||
|
||||
# Calculate averages and conversion rate
|
||||
submitted_count = sum(
|
||||
quotes_by_status.get(s, 0)
|
||||
for s in submitted_statuses
|
||||
)
|
||||
|
||||
average_monthly_value = (
|
||||
total_monthly_value / submitted_count
|
||||
if submitted_count > 0
|
||||
else Decimal("0.00")
|
||||
)
|
||||
|
||||
draft_count = quotes_by_status.get(QuoteStatus.DRAFT.value, 0)
|
||||
total_started = draft_count + submitted_count
|
||||
conversion_rate = (
|
||||
(Decimal(submitted_count) / Decimal(total_started) * Decimal("100"))
|
||||
if total_started > 0
|
||||
else Decimal("0.00")
|
||||
)
|
||||
|
||||
return QuoteStatsResponse(
|
||||
total_quotes=total_quotes,
|
||||
quotes_by_status=quotes_by_status,
|
||||
total_monthly_value=total_monthly_value,
|
||||
total_setup_value=total_setup_value,
|
||||
quotes_this_month=quotes_this_month,
|
||||
quotes_submitted_this_month=quotes_submitted_this_month,
|
||||
average_monthly_value=round(average_monthly_value, 2),
|
||||
conversion_rate=round(conversion_rate, 2)
|
||||
)
|
||||
|
||||
|
||||
def add_item_to_quote(
|
||||
db: Session,
|
||||
access_token: str,
|
||||
item_data: QuoteItemCreate,
|
||||
ip_address: Optional[str] = None
|
||||
) -> Quote:
|
||||
"""
|
||||
Add a single item to a quote.
|
||||
|
||||
Args:
|
||||
db: Database session
|
||||
access_token: The quote's access token
|
||||
item_data: Item data to add
|
||||
ip_address: IP address of the requester
|
||||
|
||||
Returns:
|
||||
Quote: The updated quote object
|
||||
"""
|
||||
quote = get_quote_by_token(db, access_token)
|
||||
|
||||
if quote.status != QuoteStatus.DRAFT.value:
|
||||
raise HTTPException(
|
||||
status_code=status.HTTP_400_BAD_REQUEST,
|
||||
detail="Cannot add items to a non-draft quote"
|
||||
)
|
||||
|
||||
try:
|
||||
# Get next sort order
|
||||
max_order = (
|
||||
db.query(func.max(QuoteItem.sort_order))
|
||||
.filter(QuoteItem.quote_id == quote.id)
|
||||
.scalar()
|
||||
) or 0
|
||||
|
||||
item = QuoteItem(
|
||||
quote_id=quote.id,
|
||||
service_name=item_data.service_name,
|
||||
service_description=item_data.service_description,
|
||||
category=item_data.category.value,
|
||||
billing_frequency=item_data.billing_frequency.value,
|
||||
unit_price=item_data.unit_price,
|
||||
quantity=item_data.quantity,
|
||||
setup_fee=item_data.setup_fee,
|
||||
is_required=item_data.is_required,
|
||||
sort_order=item_data.sort_order if item_data.sort_order else max_order + 1
|
||||
)
|
||||
db.add(item)
|
||||
db.flush()
|
||||
|
||||
# Recalculate totals
|
||||
db.refresh(quote)
|
||||
monthly, setup, annual = calculate_totals(quote.items)
|
||||
quote.monthly_total = monthly
|
||||
quote.setup_total = setup
|
||||
quote.annual_total = annual
|
||||
|
||||
# Log activity
|
||||
log_activity(
|
||||
db=db,
|
||||
quote_id=quote.id,
|
||||
action="item_added",
|
||||
description=f"Added item: {item_data.service_name}",
|
||||
ip_address=ip_address
|
||||
)
|
||||
|
||||
db.commit()
|
||||
db.refresh(quote)
|
||||
|
||||
return quote
|
||||
|
||||
except HTTPException:
|
||||
db.rollback()
|
||||
raise
|
||||
except Exception as e:
|
||||
db.rollback()
|
||||
raise HTTPException(
|
||||
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
|
||||
detail=f"Failed to add item: {str(e)}"
|
||||
)
|
||||
|
||||
|
||||
def remove_item_from_quote(
|
||||
db: Session,
|
||||
access_token: str,
|
||||
item_id: UUID,
|
||||
ip_address: Optional[str] = None
|
||||
) -> Quote:
|
||||
"""
|
||||
Remove an item from a quote.
|
||||
|
||||
Args:
|
||||
db: Database session
|
||||
access_token: The quote's access token
|
||||
item_id: UUID of the item to remove
|
||||
ip_address: IP address of the requester
|
||||
|
||||
Returns:
|
||||
Quote: The updated quote object
|
||||
"""
|
||||
quote = get_quote_by_token(db, access_token)
|
||||
|
||||
if quote.status != QuoteStatus.DRAFT.value:
|
||||
raise HTTPException(
|
||||
status_code=status.HTTP_400_BAD_REQUEST,
|
||||
detail="Cannot remove items from a non-draft quote"
|
||||
)
|
||||
|
||||
# Find the item
|
||||
item = (
|
||||
db.query(QuoteItem)
|
||||
.filter(QuoteItem.id == str(item_id), QuoteItem.quote_id == quote.id)
|
||||
.first()
|
||||
)
|
||||
|
||||
if not item:
|
||||
raise HTTPException(
|
||||
status_code=status.HTTP_404_NOT_FOUND,
|
||||
detail=f"Item with ID {item_id} not found in this quote"
|
||||
)
|
||||
|
||||
if item.is_required:
|
||||
raise HTTPException(
|
||||
status_code=status.HTTP_400_BAD_REQUEST,
|
||||
detail="Cannot remove required items from the quote"
|
||||
)
|
||||
|
||||
try:
|
||||
item_name = item.service_name
|
||||
db.delete(item)
|
||||
db.flush()
|
||||
|
||||
# Recalculate totals
|
||||
db.refresh(quote)
|
||||
monthly, setup, annual = calculate_totals(quote.items)
|
||||
quote.monthly_total = monthly
|
||||
quote.setup_total = setup
|
||||
quote.annual_total = annual
|
||||
|
||||
# Log activity
|
||||
log_activity(
|
||||
db=db,
|
||||
quote_id=quote.id,
|
||||
action="item_removed",
|
||||
description=f"Removed item: {item_name}",
|
||||
ip_address=ip_address
|
||||
)
|
||||
|
||||
db.commit()
|
||||
db.refresh(quote)
|
||||
|
||||
return quote
|
||||
|
||||
except HTTPException:
|
||||
db.rollback()
|
||||
raise
|
||||
except Exception as e:
|
||||
db.rollback()
|
||||
raise HTTPException(
|
||||
status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
|
||||
detail=f"Failed to remove item: {str(e)}"
|
||||
)
|
||||
Reference in New Issue
Block a user