claudetools/api/services/quote_service.py

"""
Quote service layer for business logic and database operations.

This module handles all database operations for quotes, providing a clean
separation between the API routes and data access layer.
"""

import json
import logging
import secrets
from datetime import datetime, timedelta
from decimal import Decimal
from typing import Optional
from uuid import UUID

from fastapi import HTTPException, status
from sqlalchemy import func
from sqlalchemy.exc import IntegrityError
from sqlalchemy.orm import Session, joinedload

from api.models.quote import (
    Quote,
    QuoteActivity,
    QuoteItem,
    QuoteNotification,
    QuoteStatus,
    BillingFrequency,
)
from api.schemas.quote import (
    QuoteCreate,
    QuoteUpdate,
    QuoteSubmit,
    QuoteItemCreate,
    QuoteAdminUpdate,
    QuoteListItem,
    QuoteStatsResponse,
)
from api.services.syncro_service import get_syncro_service

logger = logging.getLogger(__name__)


def generate_access_token() -> str:
    """
    Generate a secure, URL-safe access token for quote access.

    Returns:
        str: A 43-character URL-safe token
    """
    return secrets.token_urlsafe(32)


def calculate_totals(items: list[QuoteItem]) -> tuple[Decimal, Decimal, Decimal]:
    """
    Calculate monthly, setup, and annual totals from quote items.

    Args:
        items: List of QuoteItem objects

    Returns:
        tuple: (monthly_total, setup_total, annual_total)
    """
    monthly_total = Decimal("0.00")
    setup_total = Decimal("0.00")

    for item in items:
        # Calculate line total
        line_total = item.unit_price * item.quantity

        # Add to appropriate total based on billing frequency
        if item.billing_frequency == BillingFrequency.MONTHLY.value:
            monthly_total += line_total
        elif item.billing_frequency == BillingFrequency.QUARTERLY.value:
            monthly_total += line_total / Decimal("3")
        elif item.billing_frequency == BillingFrequency.ANNUAL.value:
            monthly_total += line_total / Decimal("12")
        # one_time items don't add to monthly

        # Setup fees are always one-time
        setup_total += item.setup_fee

    # Annual total is monthly * 12 + setup
    annual_total = (monthly_total * Decimal("12")) + setup_total

    return monthly_total, setup_total, annual_total


def log_activity(
    db: Session,
    quote_id: str,
    action: str,
    description: Optional[str] = None,
    actor: Optional[str] = None,
    ip_address: Optional[str] = None,
    metadata: Optional[dict] = None
) -> QuoteActivity:
    """
    Log an activity for a quote.

    Args:
        db: Database session
        quote_id: UUID of the quote
        action: Action being performed
        description: Detailed description
        actor: Who performed the action
        ip_address: IP address of the actor
        metadata: Additional metadata as dict

    Returns:
        QuoteActivity: The created activity record
    """
    activity = QuoteActivity(
        quote_id=quote_id,
        action=action,
        description=description,
        actor=actor,
        ip_address=ip_address,
        metadata=json.dumps(metadata) if metadata else None
    )

    db.add(activity)
    db.flush()

    return activity


def create_quote(
    db: Session,
    quote_data: QuoteCreate,
    ip_address: Optional[str] = None,
    user_agent: Optional[str] = None
) -> Quote:
    """
    Create a new quote draft with access token.

    Args:
        db: Database session
        quote_data: Quote creation data
        ip_address: IP address of the requester
        user_agent: Browser user agent

    Returns:
        Quote: The created quote object

    Example:
        ```python
        quote_data = QuoteCreate(employee_count=25)
        quote = create_quote(db, quote_data, ip_address="192.168.1.1")
        print(f"Quote created: {quote.access_token}")
        ```
    """
    try:
        # Create quote with unique access token
        quote = Quote(
            access_token=generate_access_token(),
            status=QuoteStatus.DRAFT.value,
            employee_count=quote_data.employee_count,
            notes=quote_data.notes,
            ip_address=ip_address,
            user_agent=user_agent,
            # Set expiration to 30 days from now
            expires_at=datetime.utcnow() + timedelta(days=30)
        )

        db.add(quote)
        db.flush()  # Get the quote ID

        # Add initial items if provided
        if quote_data.items:
            for idx, item_data in enumerate(quote_data.items):
                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 idx
                )
                db.add(item)

            db.flush()

            # Calculate and update totals
            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="created",
            description="Quote draft created",
            ip_address=ip_address,
            metadata={"employee_count": quote_data.employee_count}
        )

        db.commit()
        db.refresh(quote)

        return quote

    except IntegrityError as e:
        db.rollback()
        # If token collision (extremely rare), retry once
        if "access_token" in str(e.orig):
            return create_quote(db, quote_data, ip_address, user_agent)
        raise HTTPException(
            status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
            detail=f"Database error: {str(e)}"
        )
    except Exception as e:
        db.rollback()
        raise HTTPException(
            status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
            detail=f"Failed to create quote: {str(e)}"
        )


def get_quote_by_token(db: Session, access_token: str) -> Quote:
    """
    Retrieve a quote by its access token (public access).

    Args:
        db: Database session
        access_token: The quote's access token

    Returns:
        Quote: The quote object with items loaded

    Raises:
        HTTPException: 404 if quote not found
    """
    quote = (
        db.query(Quote)
        .options(joinedload(Quote.items))
        .filter(Quote.access_token == access_token)
        .first()
    )

    if not quote:
        raise HTTPException(
            status_code=status.HTTP_404_NOT_FOUND,
            detail="Quote not found"
        )

    # Check if expired
    if quote.expires_at and quote.expires_at < datetime.utcnow():
        if quote.status == QuoteStatus.DRAFT.value:
            quote.status = QuoteStatus.EXPIRED.value
            db.commit()

    return quote


def get_quote_by_id(db: Session, quote_id: UUID) -> Quote:
    """
    Retrieve a quote by its ID (admin access).

    Args:
        db: Database session
        quote_id: UUID of the quote

    Returns:
        Quote: The quote object with all related data loaded

    Raises:
        HTTPException: 404 if quote not found
    """
    quote = (
        db.query(Quote)
        .options(
            joinedload(Quote.items),
            joinedload(Quote.activities),
            joinedload(Quote.notifications)
        )
        .filter(Quote.id == str(quote_id))
        .first()
    )

    if not quote:
        raise HTTPException(
            status_code=status.HTTP_404_NOT_FOUND,
            detail=f"Quote with ID {quote_id} not found"
        )

    return quote


def update_quote(
    db: Session,
    access_token: str,
    quote_data: QuoteUpdate,
    ip_address: Optional[str] = None
) -> Quote:
    """
    Update a quote (add/remove items, update details).

    Only drafts can be updated. Replaces all items if items are provided.

    Args:
        db: Database session
        access_token: The quote's access token
        quote_data: Update data
        ip_address: IP address of the requester

    Returns:
        Quote: The updated quote object

    Raises:
        HTTPException: 404 if not found, 400 if not a draft
    """
    quote = get_quote_by_token(db, access_token)

    # Only drafts can be updated
    if quote.status != QuoteStatus.DRAFT.value:
        raise HTTPException(
            status_code=status.HTTP_400_BAD_REQUEST,
            detail=f"Cannot update quote with status '{quote.status}'. Only drafts can be modified."
        )

    try:
        # Update basic fields if provided
        update_data = quote_data.model_dump(exclude_unset=True, exclude={"items"})
        changes = []

        for field, value in update_data.items():
            old_value = getattr(quote, field)
            if old_value != value:
                setattr(quote, field, value)
                changes.append(f"{field}: {old_value} -> {value}")

        # Replace items if provided
        if quote_data.items is not None:
            # Remove existing items
            db.query(QuoteItem).filter(QuoteItem.quote_id == quote.id).delete()

            # Add new items
            for idx, item_data in enumerate(quote_data.items):
                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 idx
                )
                db.add(item)

            changes.append(f"items: replaced with {len(quote_data.items)} items")

        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
        if changes:
            log_activity(
                db=db,
                quote_id=quote.id,
                action="updated",
                description=f"Quote updated: {', '.join(changes)}",
                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 update quote: {str(e)}"
        )


def submit_quote(
    db: Session,
    access_token: str,
    submit_data: QuoteSubmit,
    ip_address: Optional[str] = None
) -> Quote:
    """
    Submit a quote with contact information.

    Transitions quote from draft to submitted status.

    Args:
        db: Database session
        access_token: The quote's access token
        submit_data: Submission data with required contact info
        ip_address: IP address of the requester

    Returns:
        Quote: The submitted quote object

    Raises:
        HTTPException: 404 if not found, 400 if not a draft or no items
    """
    quote = get_quote_by_token(db, access_token)

    # Only drafts can be submitted
    if quote.status != QuoteStatus.DRAFT.value:
        raise HTTPException(
            status_code=status.HTTP_400_BAD_REQUEST,
            detail=f"Cannot submit quote with status '{quote.status}'. Only drafts can be submitted."
        )

    # Must have at least one item
    if not quote.items:
        raise HTTPException(
            status_code=status.HTTP_400_BAD_REQUEST,
            detail="Cannot submit quote without any items. Please add at least one service."
        )

    try:
        # Update contact information
        quote.company_name = submit_data.company_name
        quote.contact_name = submit_data.contact_name
        quote.contact_email = submit_data.contact_email
        quote.contact_phone = submit_data.contact_phone
        if submit_data.notes:
            quote.notes = submit_data.notes

        # Update status and timestamp
        quote.status = QuoteStatus.SUBMITTED.value
        quote.submitted_at = datetime.utcnow()

        # Extend expiration to 90 days from submission
        quote.expires_at = datetime.utcnow() + timedelta(days=90)

        # Log activity
        log_activity(
            db=db,
            quote_id=quote.id,
            action="submitted",
            description=f"Quote submitted by {submit_data.contact_name} ({submit_data.contact_email})",
            actor=submit_data.contact_email,
            ip_address=ip_address,
            metadata={
                "company_name": submit_data.company_name,
                "contact_email": submit_data.contact_email,
                "monthly_total": str(quote.monthly_total),
                "setup_total": str(quote.setup_total)
            }
        )

        # Create admin notification record (actual sending would be handled elsewhere)
        notification = QuoteNotification(
            quote_id=quote.id,
            notification_type="admin_alert",
            recipient="admin@example.com",  # Would come from config in production
            subject=f"New Quote Submission: {submit_data.company_name}",
            content=f"Quote submitted by {submit_data.contact_name}. Monthly: ${quote.monthly_total}",
            status="pending"
        )
        db.add(notification)

        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 submit quote: {str(e)}"
        )


async def sync_quote_to_syncro(db: Session, quote: Quote) -> dict:
    """
    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
        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 = {
        "synced": False,
        "is_existing_customer": False,
        "syncro_lead_id": None,
        "error": None
    }

    if not quote.contact_email:
        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)}"
        )