1471 lines
50 KiB
Python
1471 lines
50 KiB
Python
"""CRM 报价单 CRUD — 对照 CrmQuoteServiceImpl.java（P2 全量）"""
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from __future__ import annotations
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import math
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import secrets
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from collections import defaultdict
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from datetime import date, datetime, timedelta
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from decimal import Decimal, ROUND_HALF_UP
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from typing import Any, Dict, List, Optional, Tuple
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from sqlalchemy import exists, func, or_
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from sqlalchemy.orm import Query, Session, aliased
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from app.core.delete_guard import assert_row_deletable_by_creator
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from app.core.utils import generate_uuid
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from app.crud.crm.contact import get_contact
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from app.crud.crm.customer import get_customer
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from app.crud.crm.opportunity import get_opportunity
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from app.crud.crm.product import resolve_product_id_for_quote_item
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from app.services.crm_supplier_hazard import assert_products_allowed_for_supplier
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from app.crud.crm.quote_approval import (
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can_user_approve,
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create_approval_records,
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delete_pending_approvals,
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)
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from app.crud.crm.quote_product import (
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batch_insert_quote_products,
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delete_products_by_quote_id,
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list_products_by_quote_ids,
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list_quote_products,
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)
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from app.crud.crm.quote_share_log import record_visit
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from app.crud.crm.supplier_info import get_supplier_info
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from app.models.crm_models import CrmContract, CrmCustomer, CrmQuote, CrmQuoteApproval
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from app.models.models import SysUser
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from app.services.crm_quote_pdf import generate_quote_pdf
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from app.crud.crm.data_scope_helpers import apply_crm_owner_scope, ensure_crm_owner_row_in_scope
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_FMT = "%Y-%m-%d %H:%M:%S"
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_DATE_FMT = "%Y-%m-%d"
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def _ensure_quote_in_scope(db: Session, row: CrmQuote, user_info, tenant_no: str) -> None:
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ensure_crm_owner_row_in_scope(db, row, user_info, tenant_no, message="无权访问该报价单")
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def _get_quote_in_scope(
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db: Session,
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quote_id: str,
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*,
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tenant_no: str,
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user_info=None,
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) -> CrmQuote:
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obj = get_quote(db, quote_id, tenant_no=tenant_no)
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if not obj:
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raise ValueError("报价单不存在")
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_ensure_quote_in_scope(db, obj, user_info, tenant_no)
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return obj
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def total_pages(total: int, page_size: int) -> int:
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if page_size <= 0:
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return 0
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return math.ceil(total / page_size)
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def _decimal_value(value: Any, default: Decimal = Decimal("0")) -> Decimal:
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if value is None or value == "":
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return default
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if isinstance(value, Decimal):
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return value
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return Decimal(str(value))
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def _parse_optional_date(value: Any) -> Optional[date]:
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if value is None:
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return None
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if isinstance(value, date) and not isinstance(value, datetime):
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return value
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if isinstance(value, datetime):
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return value.date()
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text = str(value).strip()
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if not text:
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return None
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for fmt in (_DATE_FMT, _FMT):
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try:
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return datetime.strptime(text, fmt).date()
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except ValueError:
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continue
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raise ValueError(f"日期格式无效: {text}")
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def _parse_optional_datetime(value: Any) -> Optional[datetime]:
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if value is None:
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return None
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if isinstance(value, datetime):
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return value
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text = str(value).strip()
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if not text:
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return None
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for fmt in (_FMT, _DATE_FMT):
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try:
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return datetime.strptime(text, fmt)
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except ValueError:
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continue
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raise ValueError(f"日期时间格式无效: {text}")
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def _get_field(data: dict, *keys: str, default=None):
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for key in keys:
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if key in data and data[key] is not None:
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return data[key]
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return default
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def _resolve_user_display_name(db: Session, user_id: Optional[str]) -> str:
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uid = (user_id or "").strip()
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if not uid:
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return ""
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u = db.query(SysUser).filter(SysUser.id == uid, SysUser.del_flag == 0).first()
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if not u:
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return ""
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return (u.nick_name or u.user_no or "").strip()
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def _row_to_dict(row: CrmQuote) -> Dict[str, Any]:
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"""ORM → camelCase（单点真相）"""
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return {
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"id": row.id,
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"quoteNo": row.quote_no or "",
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"quoteTitle": row.quote_title or "",
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"quoteType": row.quote_type or "sales",
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"customerId": row.customer_id or "",
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"customerName": row.customer_name or "",
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"opportunityId": row.opportunity_id or "",
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"contactId": row.contact_id or "",
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"contactName": row.contact_name or "",
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"contactMobile": row.contact_mobile or "",
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"contactEmail": row.contact_email or "",
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"version": row.version or "V1.0",
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"parentId": row.parent_id or "0",
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"isLatest": row.is_latest if row.is_latest is not None else 1,
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"totalAmount": float(row.total_amount) if row.total_amount is not None else 0.0,
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"discountRate": float(row.discount_rate) if row.discount_rate is not None else 0.0,
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"discountAmount": float(row.discount_amount) if row.discount_amount is not None else 0.0,
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"finalAmount": float(row.final_amount) if row.final_amount is not None else 0.0,
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"validityDays": row.validity_days if row.validity_days is not None else 30,
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"quoteDate": row.quote_date.strftime(_DATE_FMT) if row.quote_date else "",
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"expireDate": row.expire_date.strftime(_DATE_FMT) if row.expire_date else "",
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"status": row.status or "draft",
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"rejectReason": row.reject_reason or "",
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"pdfUrl": row.pdf_url or "",
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"pdfGenerated": row.pdf_generated if row.pdf_generated is not None else 0,
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"shareLink": row.share_link or "",
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"shareCode": row.share_code or "",
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"sharePassword": row.share_password or "",
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"shareExpireTime": row.share_expire_time.strftime(_FMT) if row.share_expire_time else "",
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"viewCount": row.view_count if row.view_count is not None else 0,
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"lastViewTime": row.last_view_time.strftime(_FMT) if row.last_view_time else "",
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"ownerUserId": row.owner_user_id or "",
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"ownerUserName": row.owner_user_name or "",
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"supplierId": row.supplier_id or "",
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"supplierName": row.supplier_name or "",
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"contractId": row.contract_id or "",
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"paymentTerms": row.payment_terms or "",
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"deliveryTerms": row.delivery_terms or "",
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"freight": float(row.freight) if row.freight is not None else 0.0,
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"barrelDeposit": float(getattr(row, "barrel_deposit", None) or 0),
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"attachments": row.attachments or "",
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"templateContent": row.template_content or "",
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"createBy": row.create_by or "",
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"createTime": row.create_time.strftime(_FMT) if row.create_time else "",
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"updateTime": row.update_time.strftime(_FMT) if row.update_time else "",
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"remark": row.remark or "",
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}
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def quote_row_to_dict(row: CrmQuote) -> Dict[str, Any]:
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return _row_to_dict(row)
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def _build_quote_filters(
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db: Session,
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q: Query,
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filters: dict,
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*,
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tenant_no: str,
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) -> Query:
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"""Java: buildQueryWrapper"""
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q = q.filter(CrmQuote.tenant_no == tenant_no, CrmQuote.del_flag == 0)
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quote_no = (_get_field(filters, "quote_no", "quoteNo") or "").strip()
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if quote_no:
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q = q.filter(CrmQuote.quote_no.like(f"%{quote_no}%"))
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keyword = (_get_field(filters, "keyword") or "").strip()
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quote_title = (_get_field(filters, "quote_title", "quoteTitle") or "").strip()
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customer_name = (_get_field(filters, "customer_name", "customerName") or "").strip()
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if keyword:
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# 报价编号 / 报价主题 / 客户名称 / 客户名称拼音首字母
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like = f"%{keyword}%"
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pinyin_like = f"%{keyword.lower()}%"
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customer_pinyin_match = exists().where(
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CrmCustomer.id == CrmQuote.customer_id,
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CrmCustomer.del_flag == 0,
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CrmCustomer.tenant_no == tenant_no,
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func.lower(func.coalesce(CrmCustomer.name_pinyin_abbr, "")).like(pinyin_like),
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)
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q = q.filter(
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or_(
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CrmQuote.quote_no.like(like),
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CrmQuote.quote_title.like(like),
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CrmQuote.customer_name.like(like),
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customer_pinyin_match,
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)
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)
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elif quote_title and customer_name and quote_title == customer_name:
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q = q.filter(
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or_(
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CrmQuote.quote_title.like(f"%{quote_title}%"),
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CrmQuote.customer_name.like(f"%{customer_name}%"),
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)
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)
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else:
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if quote_title:
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q = q.filter(CrmQuote.quote_title.like(f"%{quote_title}%"))
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if customer_name:
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q = q.filter(CrmQuote.customer_name.like(f"%{customer_name}%"))
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customer_id = (_get_field(filters, "customer_id", "customerId") or "").strip()
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if customer_id:
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q = q.filter(CrmQuote.customer_id == customer_id)
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opportunity_id = (_get_field(filters, "opportunity_id", "opportunityId") or "").strip()
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if opportunity_id:
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q = q.filter(CrmQuote.opportunity_id == opportunity_id)
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status = (_get_field(filters, "status") or "").strip()
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if status:
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q = q.filter(CrmQuote.status == status)
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exclude_status = (_get_field(filters, "exclude_status", "excludeStatus") or "").strip()
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if exclude_status:
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q = q.filter(CrmQuote.status != exclude_status)
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quote_type = (_get_field(filters, "quote_type", "quoteType") or "").strip()
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if quote_type:
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q = q.filter(CrmQuote.quote_type == quote_type)
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owner_user_id = (_get_field(filters, "owner_user_id", "ownerUserId") or "").strip()
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if owner_user_id:
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q = q.filter(CrmQuote.owner_user_id == owner_user_id)
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is_latest = _get_field(filters, "is_latest", "isLatest")
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if is_latest is not None and is_latest != "":
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q = q.filter(CrmQuote.is_latest == int(is_latest))
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min_amount = _get_field(filters, "min_amount", "minAmount")
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if min_amount is not None and min_amount != "":
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q = q.filter(CrmQuote.final_amount >= _decimal_value(min_amount))
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max_amount = _get_field(filters, "max_amount", "maxAmount")
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if max_amount is not None and max_amount != "":
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q = q.filter(CrmQuote.final_amount <= _decimal_value(max_amount))
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quote_date_begin = _parse_optional_date(_get_field(filters, "quote_date_begin", "quoteDateBegin"))
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if quote_date_begin:
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q = q.filter(CrmQuote.quote_date >= quote_date_begin)
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quote_date_end = _parse_optional_date(_get_field(filters, "quote_date_end", "quoteDateEnd"))
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if quote_date_end:
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q = q.filter(CrmQuote.quote_date <= quote_date_end)
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begin_time = _parse_optional_datetime(_get_field(filters, "begin_time", "beginTime"))
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end_time = _parse_optional_datetime(_get_field(filters, "end_time", "endTime"))
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if begin_time and end_time:
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q = q.filter(CrmQuote.create_time >= begin_time, CrmQuote.create_time <= end_time)
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elif begin_time:
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q = q.filter(CrmQuote.create_time >= begin_time)
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elif end_time:
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q = q.filter(CrmQuote.create_time <= end_time)
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pending_approval_user_id = (
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_get_field(filters, "pending_approval_user_id", "pendingApprovalUserId") or ""
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).strip()
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if pending_approval_user_id:
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# 待审批 Tab：仅返回当前轮到该用户审批的报价单（顺序审批，前序步骤均已通过）
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q = q.filter(CrmQuote.status == "submitted")
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user_approval = aliased(CrmQuoteApproval)
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prior_approval = aliased(CrmQuoteApproval)
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q = q.filter(
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exists().where(
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user_approval.quote_id == CrmQuote.id,
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user_approval.approver_id == pending_approval_user_id,
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user_approval.approval_result == "pending",
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user_approval.del_flag == 0,
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~exists().where(
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prior_approval.quote_id == user_approval.quote_id,
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prior_approval.step < user_approval.step,
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prior_approval.approval_result != "approved",
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prior_approval.del_flag == 0,
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),
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)
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)
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approved_by_user_id = (_get_field(filters, "approved_by_user_id", "approvedByUserId") or "").strip()
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if approved_by_user_id:
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q = q.filter(
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CrmQuote.id.in_(
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db.query(CrmQuoteApproval.quote_id)
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.filter(
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CrmQuoteApproval.approver_id == approved_by_user_id,
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CrmQuoteApproval.approval_result.in_(("approved", "rejected")),
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CrmQuoteApproval.del_flag == 0,
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)
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.distinct()
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)
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)
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return q.order_by(CrmQuote.create_time.desc())
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def _fill_contract_linked_count(db: Session, rows: List[Dict[str, Any]]) -> None:
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"""Java: fillContractLinkedCount"""
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quote_ids = {str(d.get("id") or "").strip() for d in rows if d.get("id")}
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quote_ids.discard("")
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if not quote_ids:
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return
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contracts = (
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db.query(CrmContract.quote_id)
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.filter(
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CrmContract.quote_id.in_(quote_ids),
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CrmContract.del_flag == 0,
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)
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.all()
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)
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count_map: Dict[str, int] = defaultdict(int)
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for (qid,) in contracts:
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if qid:
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count_map[qid] += 1
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for d in rows:
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d["contractLinkedCount"] = count_map.get(str(d.get("id") or ""), 0)
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def calculate_quote_amount(
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entity: CrmQuote,
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products: List[dict],
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) -> None:
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"""Java: calculateAmount"""
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if not products:
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entity.total_amount = Decimal("0")
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entity.discount_amount = Decimal("0")
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entity.final_amount = Decimal("0")
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return
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total_amount = Decimal("0")
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for product in products:
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price = _decimal_value(_get_field(product, "price"))
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quantity = _decimal_value(_get_field(product, "quantity"))
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discount = _decimal_value(_get_field(product, "discount"), Decimal("0"))
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subtotal = price * quantity * (Decimal("1") - discount / Decimal("100"))
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total_amount += subtotal
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entity.total_amount = total_amount
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discount_rate = _decimal_value(entity.discount_rate, Decimal("0"))
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discount_amount = total_amount * discount_rate / Decimal("100")
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entity.discount_amount = discount_amount
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entity.final_amount = total_amount - discount_amount
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def _resolve_quote_product_ids(
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db: Session,
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*,
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tenant_no: str,
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products: List[dict],
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user_id: str = None,
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) -> None:
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"""Java: resolveQuoteProductIds"""
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if not products:
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return
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for product in products:
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pid = resolve_product_id_for_quote_item(
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db,
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tenant_no=tenant_no,
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product_data=product,
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user_id=user_id,
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)
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product["productId"] = pid
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product["product_id"] = pid
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def generate_quote_no(
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db: Session,
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tenant_no: str,
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*,
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supplier_id: str = None,
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quote_date: date = None,
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) -> str:
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"""Java: generateQuoteNo — {供方编码}DD-yyyyMMdd + 3位序号"""
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supplier_code = "SX"
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if supplier_id:
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supplier = get_supplier_info(db, supplier_id, tenant_no=tenant_no)
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if supplier and (supplier.supplier_code or "").strip():
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supplier_code = supplier.supplier_code.strip()
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date_to_use = quote_date or date.today()
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date_str = date_to_use.strftime("%Y%m%d")
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prefix = f"{supplier_code}DD-{date_str}"
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last = (
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db.query(CrmQuote)
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.filter(
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CrmQuote.tenant_no == tenant_no,
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CrmQuote.del_flag == 0,
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CrmQuote.quote_no.like(f"{prefix}%"),
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CrmQuote.quote_date == date_to_use,
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)
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.order_by(CrmQuote.quote_no.desc())
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.first()
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)
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sequence = 1
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if last and last.quote_no and len(last.quote_no) >= len(prefix) + 3:
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try:
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sequence = int(last.quote_no[len(prefix) :]) + 1
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except ValueError:
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sequence = 1
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for retry in range(10):
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candidate = f"{prefix}{sequence + retry:03d}"
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exists = (
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db.query(CrmQuote.id)
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.filter(CrmQuote.quote_no == candidate, CrmQuote.del_flag == 0)
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.first()
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)
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if not exists:
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return candidate
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raise ValueError("生成报价单编号失败，请稍后重试")
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def generate_quote_title(
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quote_no: str,
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quote_type: str,
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supplier_short_name: str,
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customer_short_name: str,
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) -> str:
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"""Java: 自动生成报价主题"""
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if quote_type == "purchase":
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return f"{customer_short_name}-{supplier_short_name}（{quote_no}）"
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return f"{supplier_short_name}-{customer_short_name}（{quote_no}）"
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|
||
|
||
def _get_supplier_short_name(db: Session, supplier_id: str, tenant_no: str) -> str:
|
||
if not supplier_id:
|
||
return "山峡"
|
||
supplier = get_supplier_info(db, supplier_id, tenant_no=tenant_no)
|
||
if not supplier:
|
||
return "山峡"
|
||
if (supplier.short_name or "").strip():
|
||
return supplier.short_name.strip()
|
||
if (supplier.supplier_name or "").strip():
|
||
return supplier.supplier_name.strip()
|
||
return "山峡"
|
||
|
||
|
||
def _enrich_contact_fields(db: Session, entity: CrmQuote) -> None:
|
||
if not entity.contact_id:
|
||
return
|
||
contact = get_contact(db, entity.contact_id)
|
||
if contact:
|
||
entity.contact_mobile = contact.mobile or entity.contact_mobile or ""
|
||
entity.contact_email = contact.email or entity.contact_email or ""
|
||
if not entity.contact_name:
|
||
entity.contact_name = contact.contact_name or ""
|
||
|
||
|
||
def _enrich_supplier_name(db: Session, entity: CrmQuote, tenant_no: str) -> None:
|
||
if not entity.supplier_id:
|
||
return
|
||
supplier = get_supplier_info(db, entity.supplier_id, tenant_no=tenant_no)
|
||
if supplier:
|
||
entity.supplier_name = supplier.supplier_name or ""
|
||
|
||
|
||
def get_quote(
|
||
db: Session,
|
||
quote_id: str,
|
||
*,
|
||
tenant_no: str = None,
|
||
) -> Optional[CrmQuote]:
|
||
q = db.query(CrmQuote).filter(CrmQuote.id == quote_id, CrmQuote.del_flag == 0)
|
||
if tenant_no:
|
||
q = q.filter(CrmQuote.tenant_no == tenant_no)
|
||
return q.first()
|
||
|
||
|
||
def get_quote_detail(
|
||
db: Session,
|
||
quote_id: str,
|
||
*,
|
||
tenant_no: str = None,
|
||
user_info=None,
|
||
) -> Dict[str, Any]:
|
||
"""Java: queryById"""
|
||
obj = get_quote(db, quote_id, tenant_no=tenant_no)
|
||
if not obj:
|
||
raise ValueError("报价单不存在")
|
||
_ensure_quote_in_scope(db, obj, user_info, tenant_no or obj.tenant_no)
|
||
|
||
detail = _row_to_dict(obj)
|
||
detail["productList"] = list_quote_products(db, quote_id, tenant_no=tenant_no or obj.tenant_no)
|
||
|
||
if obj.opportunity_id:
|
||
opp = get_opportunity(db, obj.opportunity_id, tenant_no=tenant_no or obj.tenant_no)
|
||
if opp:
|
||
detail["opportunityName"] = opp.get("opportunityName") or ""
|
||
|
||
if obj.contact_id and (not detail.get("contactMobile") or not detail.get("contactEmail")):
|
||
contact = get_contact(db, obj.contact_id)
|
||
if contact:
|
||
if not detail.get("contactMobile"):
|
||
detail["contactMobile"] = contact.mobile or ""
|
||
if not detail.get("contactEmail"):
|
||
detail["contactEmail"] = contact.email or ""
|
||
|
||
if obj.owner_user_id and not detail.get("ownerUserMobile"):
|
||
owner = db.query(SysUser).filter(SysUser.id == obj.owner_user_id, SysUser.del_flag == 0).first()
|
||
if owner and owner.phone_no:
|
||
detail["ownerUserMobile"] = owner.phone_no
|
||
|
||
if obj.supplier_id:
|
||
supplier = get_supplier_info(db, obj.supplier_id, tenant_no=tenant_no or obj.tenant_no)
|
||
if supplier:
|
||
if supplier.supplier_name:
|
||
detail["supplierName"] = supplier.supplier_name
|
||
detail["supplierCode"] = supplier.supplier_code or ""
|
||
detail["supplierShortName"] = supplier.short_name or ""
|
||
|
||
return detail
|
||
|
||
|
||
def list_quotes(
|
||
db: Session,
|
||
tenant_no: str,
|
||
*,
|
||
page: int = 1,
|
||
page_size: int = 10,
|
||
filters: dict = None,
|
||
current_user_id: str = None,
|
||
user_info=None,
|
||
) -> Tuple[List[Dict[str, Any]], int]:
|
||
"""Java: queryPageList"""
|
||
q = db.query(CrmQuote)
|
||
q = _build_quote_filters(db, q, filters or {}, tenant_no=tenant_no)
|
||
if user_info:
|
||
q = apply_crm_owner_scope(q, CrmQuote, user_info, db, tenant_no)
|
||
total = q.order_by(None).with_entities(func.count(CrmQuote.id)).scalar() or 0
|
||
page = max(1, page)
|
||
page_size = min(max(1, page_size), 100)
|
||
rows = q.offset((page - 1) * page_size).limit(page_size).all()
|
||
result = [_row_to_dict(r) for r in rows]
|
||
|
||
for item in result:
|
||
if item.get("status") == "submitted" and current_user_id:
|
||
item["canApprove"] = can_user_approve(db, item["id"], current_user_id)
|
||
else:
|
||
item["canApprove"] = False
|
||
|
||
if result:
|
||
quote_ids = [str(item["id"]) for item in result if item.get("id")]
|
||
products_map = list_products_by_quote_ids(db, quote_ids, tenant_no=tenant_no)
|
||
for item in result:
|
||
item["productList"] = products_map.get(str(item.get("id") or ""), [])
|
||
|
||
_fill_contract_linked_count(db, result)
|
||
return result, int(total)
|
||
|
||
|
||
def create_quote(
|
||
db: Session,
|
||
*,
|
||
tenant_no: str,
|
||
data: dict,
|
||
user_id: str = None,
|
||
dept_id: str = "",
|
||
) -> Dict[str, Any]:
|
||
"""Java: insertByBo"""
|
||
products = _get_field(data, "products", "productList") or []
|
||
if not isinstance(products, list):
|
||
raise ValueError("产品明细格式无效")
|
||
product_rows = [dict(p) for p in products]
|
||
|
||
customer_id = (_get_field(data, "customer_id", "customerId") or "").strip()
|
||
if not customer_id:
|
||
raise ValueError("客户ID不能为空")
|
||
|
||
customer = get_customer(db, customer_id)
|
||
if customer and tenant_no and customer.tenant_no != tenant_no:
|
||
raise ValueError("客户不存在")
|
||
|
||
supplier_id = (_get_field(data, "supplier_id", "supplierId") or "").strip() or None
|
||
supplier_short_name = _get_supplier_short_name(db, supplier_id or "", tenant_no)
|
||
|
||
assert_products_allowed_for_supplier(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
supplier_id=str(supplier_id) if supplier_id else None,
|
||
products=product_rows or [],
|
||
)
|
||
|
||
quote_date = _parse_optional_date(_get_field(data, "quote_date", "quoteDate")) or date.today()
|
||
quote_type = (_get_field(data, "quote_type", "quoteType") or "sales").strip() or "sales"
|
||
validity_days = int(_get_field(data, "validity_days", "validityDays") or 30)
|
||
|
||
quote_no = (_get_field(data, "quote_no", "quoteNo") or "").strip()
|
||
if not quote_no or "***" in quote_no:
|
||
quote_no = generate_quote_no(db, tenant_no, supplier_id=supplier_id, quote_date=quote_date)
|
||
|
||
customer_short_name = (customer.short_name or "") if customer else ""
|
||
customer_name = (customer.customer_name or "") if customer else (_get_field(data, "customer_name", "customerName") or "")
|
||
|
||
quote_title = (_get_field(data, "quote_title", "quoteTitle") or "").strip()
|
||
if not quote_title:
|
||
quote_title = generate_quote_title(quote_no, quote_type, supplier_short_name, customer_short_name)
|
||
|
||
owner_user_id = (_get_field(data, "owner_user_id", "ownerUserId") or user_id or "").strip()
|
||
owner_user_name = _resolve_user_display_name(db, owner_user_id) if owner_user_id else ""
|
||
|
||
now = datetime.now()
|
||
entity = CrmQuote(
|
||
id=generate_uuid(),
|
||
quote_no=quote_no,
|
||
quote_title=quote_title,
|
||
quote_type=quote_type,
|
||
customer_id=customer_id,
|
||
customer_name=customer_name,
|
||
opportunity_id=_get_field(data, "opportunity_id", "opportunityId") or None,
|
||
contact_id=_get_field(data, "contact_id", "contactId") or None,
|
||
contact_name=_get_field(data, "contact_name", "contactName") or "",
|
||
version=_get_field(data, "version") or "V1.0",
|
||
parent_id=_get_field(data, "parent_id", "parentId") or "0",
|
||
is_latest=int(_get_field(data, "is_latest", "isLatest") if _get_field(data, "is_latest", "isLatest") is not None else 1),
|
||
discount_rate=_decimal_value(_get_field(data, "discount_rate", "discountRate"), Decimal("0")),
|
||
validity_days=validity_days,
|
||
quote_date=quote_date,
|
||
expire_date=quote_date + timedelta(days=validity_days),
|
||
status=_get_field(data, "status") or "draft",
|
||
owner_user_id=owner_user_id or user_id or "",
|
||
owner_user_name=owner_user_name,
|
||
supplier_id=supplier_id,
|
||
supplier_name=_get_field(data, "supplier_name", "supplierName") or "",
|
||
payment_terms=_get_field(data, "payment_terms", "paymentTerms") or "",
|
||
delivery_terms=_get_field(data, "delivery_terms", "deliveryTerms") or "",
|
||
freight=_decimal_value(_get_field(data, "freight"), Decimal("0")),
|
||
barrel_deposit=_decimal_value(_get_field(data, "barrel_deposit", "barrelDeposit"), Decimal("0")),
|
||
attachments=_get_field(data, "attachments") or "",
|
||
tenant_no=tenant_no,
|
||
order_num=_get_field(data, "order_num", "orderNum"),
|
||
remark=_get_field(data, "remark") or "",
|
||
create_by=user_id,
|
||
create_dept_id=dept_id or "",
|
||
create_time=now,
|
||
update_by=user_id,
|
||
update_time=now,
|
||
del_flag=0,
|
||
)
|
||
|
||
_enrich_contact_fields(db, entity)
|
||
_enrich_supplier_name(db, entity, tenant_no)
|
||
_resolve_quote_product_ids(db, tenant_no=tenant_no, products=product_rows, user_id=user_id)
|
||
calculate_quote_amount(entity, product_rows)
|
||
|
||
db.add(entity)
|
||
db.flush()
|
||
|
||
if product_rows:
|
||
batch_insert_quote_products(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
quote_id=entity.id,
|
||
products=product_rows,
|
||
user_id=user_id,
|
||
dept_id=dept_id,
|
||
)
|
||
|
||
db.commit()
|
||
db.refresh(entity)
|
||
return get_quote_detail(db, entity.id, tenant_no=tenant_no)
|
||
|
||
|
||
# 允许编辑的报价单状态：草稿 / 已提交 / 审批通过 / 审批失败；保存后统一回草稿
|
||
QUOTE_EDITABLE_STATUSES = frozenset({"draft", "submitted", "accepted", "rejected"})
|
||
|
||
|
||
def assert_quote_editable_for_update(status: str) -> None:
|
||
s = (status or "").strip() or "draft"
|
||
if s not in QUOTE_EDITABLE_STATUSES:
|
||
raise ValueError("仅草稿、已提交、审批通过或审批失败的报价单才能修改")
|
||
|
||
|
||
def update_quote(
|
||
db: Session,
|
||
quote_id: str,
|
||
*,
|
||
tenant_no: str,
|
||
data: dict,
|
||
user_id: str = None,
|
||
dept_id: str = "",
|
||
user_info=None,
|
||
) -> Dict[str, Any]:
|
||
"""Java: updateByBo"""
|
||
old = _get_quote_in_scope(db, quote_id, tenant_no=tenant_no, user_info=user_info)
|
||
if not old:
|
||
raise ValueError("报价单不存在")
|
||
prev_status = (old.status or "").strip() or "draft"
|
||
assert_quote_editable_for_update(prev_status)
|
||
|
||
if prev_status == "submitted":
|
||
delete_pending_approvals(db, quote_id)
|
||
|
||
products = _get_field(data, "products", "productList")
|
||
product_rows = [dict(p) for p in products] if products is not None else None
|
||
|
||
quote_type = (_get_field(data, "quote_type", "quoteType") or old.quote_type or "sales").strip()
|
||
old.quote_type = quote_type
|
||
|
||
orig_customer_id = old.customer_id
|
||
orig_supplier_id = old.supplier_id
|
||
orig_quote_date = old.quote_date
|
||
|
||
for field_map in (
|
||
(("quote_title", "quoteTitle"), "quote_title"),
|
||
(("customer_id", "customerId"), "customer_id"),
|
||
(("customer_name", "customerName"), "customer_name"),
|
||
(("opportunity_id", "opportunityId"), "opportunity_id"),
|
||
(("contact_id", "contactId"), "contact_id"),
|
||
(("contact_name", "contactName"), "contact_name"),
|
||
(("supplier_name", "supplierName"), "supplier_name"),
|
||
(("payment_terms", "paymentTerms"), "payment_terms"),
|
||
(("delivery_terms", "deliveryTerms"), "delivery_terms"),
|
||
(("attachments",), "attachments"),
|
||
(("remark",), "remark"),
|
||
):
|
||
val = _get_field(data, *field_map[0])
|
||
if val is not None:
|
||
setattr(old, field_map[1], val)
|
||
|
||
if _get_field(data, "discount_rate", "discountRate") is not None:
|
||
old.discount_rate = _decimal_value(_get_field(data, "discount_rate", "discountRate"))
|
||
if _get_field(data, "validity_days", "validityDays") is not None:
|
||
old.validity_days = int(_get_field(data, "validity_days", "validityDays"))
|
||
if _get_field(data, "freight") is not None:
|
||
old.freight = _decimal_value(_get_field(data, "freight"))
|
||
if _get_field(data, "barrel_deposit", "barrelDeposit") is not None:
|
||
old.barrel_deposit = _decimal_value(_get_field(data, "barrel_deposit", "barrelDeposit"))
|
||
|
||
new_quote_date = _parse_optional_date(_get_field(data, "quote_date", "quoteDate"))
|
||
quote_date_changed = new_quote_date is not None and new_quote_date != orig_quote_date
|
||
if new_quote_date:
|
||
old.quote_date = new_quote_date
|
||
|
||
if _get_field(data, "supplier_id", "supplierId") is not None:
|
||
old.supplier_id = (_get_field(data, "supplier_id", "supplierId") or "").strip() or None
|
||
|
||
customer_changed = _get_field(data, "customer_id", "customerId") is not None and (
|
||
orig_customer_id != (_get_field(data, "customer_id", "customerId") or "").strip()
|
||
)
|
||
supplier_changed = _get_field(data, "supplier_id", "supplierId") is not None and (
|
||
orig_supplier_id != old.supplier_id
|
||
)
|
||
|
||
customer = get_customer(db, old.customer_id) if old.customer_id else None
|
||
supplier_short_name = _get_supplier_short_name(db, old.supplier_id or "", tenant_no)
|
||
|
||
if quote_date_changed and old.quote_date:
|
||
old.quote_no = generate_quote_no(
|
||
db, tenant_no, supplier_id=old.supplier_id, quote_date=old.quote_date
|
||
)
|
||
customer_short_name = (customer.short_name or "") if customer else (old.customer_name or "")
|
||
old.quote_title = generate_quote_title(old.quote_no, quote_type, supplier_short_name, customer_short_name)
|
||
elif customer_changed or supplier_changed:
|
||
quote_no = old.quote_no
|
||
if supplier_changed and quote_no and "DD-" in quote_no:
|
||
dd_index = quote_no.index("DD-")
|
||
date_and_seq = quote_no[dd_index:]
|
||
new_supplier_code = "SX"
|
||
if old.supplier_id:
|
||
supplier = get_supplier_info(db, old.supplier_id, tenant_no=tenant_no)
|
||
if supplier and (supplier.supplier_code or "").strip():
|
||
new_supplier_code = supplier.supplier_code.strip()
|
||
quote_no = f"{new_supplier_code}{date_and_seq}"
|
||
old.quote_no = quote_no
|
||
|
||
customer_short_name = (customer.short_name or "") if customer else ""
|
||
current_quote_no = old.quote_no or quote_no
|
||
old.quote_title = generate_quote_title(current_quote_no, quote_type, supplier_short_name, customer_short_name)
|
||
|
||
if old.validity_days and old.quote_date:
|
||
old.expire_date = old.quote_date + timedelta(days=int(old.validity_days))
|
||
|
||
_enrich_contact_fields(db, old)
|
||
_enrich_supplier_name(db, old, tenant_no)
|
||
|
||
if supplier_changed:
|
||
old.template_content = None
|
||
|
||
products_to_check = (
|
||
product_rows
|
||
if product_rows is not None
|
||
else list_quote_products(db, quote_id, tenant_no=tenant_no)
|
||
)
|
||
assert_products_allowed_for_supplier(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
supplier_id=str(old.supplier_id) if old.supplier_id else None,
|
||
products=products_to_check or [],
|
||
)
|
||
|
||
if product_rows is not None:
|
||
_resolve_quote_product_ids(db, tenant_no=tenant_no, products=product_rows, user_id=user_id)
|
||
calculate_quote_amount(old, product_rows)
|
||
else:
|
||
calculate_quote_amount(old, list_quote_products(db, quote_id, tenant_no=tenant_no))
|
||
|
||
# 编辑保存后统一回草稿（含已提交 / 审批通过 / 审批失败）
|
||
old.status = "draft"
|
||
if hasattr(old, "reject_reason"):
|
||
old.reject_reason = None
|
||
old.update_by = user_id
|
||
old.update_time = datetime.now()
|
||
db.flush()
|
||
|
||
if product_rows is not None:
|
||
delete_products_by_quote_id(db, quote_id)
|
||
if product_rows:
|
||
batch_insert_quote_products(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
quote_id=quote_id,
|
||
products=product_rows,
|
||
user_id=user_id,
|
||
dept_id=dept_id,
|
||
)
|
||
|
||
db.commit()
|
||
return get_quote_detail(db, quote_id, tenant_no=tenant_no)
|
||
|
||
|
||
def soft_delete_quotes(
|
||
db: Session,
|
||
quote_ids: List[str],
|
||
*,
|
||
tenant_no: str,
|
||
validate: bool = True,
|
||
user_info=None,
|
||
) -> int:
|
||
"""Java: deleteWithValidByIds"""
|
||
count = 0
|
||
for qid in quote_ids:
|
||
entity = _get_quote_in_scope(db, qid, tenant_no=tenant_no, user_info=user_info)
|
||
if not entity:
|
||
continue
|
||
if validate:
|
||
if entity.status != "draft":
|
||
raise ValueError("只能删除草稿状态的报价单")
|
||
if entity.contract_id:
|
||
raise ValueError("已转合同的报价单不能删除")
|
||
assert_row_deletable_by_creator(entity, user_info)
|
||
entity.del_flag = 1
|
||
entity.update_time = datetime.now()
|
||
count += 1
|
||
db.commit()
|
||
return count
|
||
|
||
|
||
def submit_quote(
|
||
db: Session,
|
||
quote_id: str,
|
||
*,
|
||
tenant_no: str,
|
||
approver_ids: List[str] = None,
|
||
remark: str = "",
|
||
user_id: str = None,
|
||
dept_id: str = "",
|
||
user_info=None,
|
||
) -> bool:
|
||
"""Java: submitQuote"""
|
||
entity = _get_quote_in_scope(db, quote_id, tenant_no=tenant_no, user_info=user_info)
|
||
if not entity:
|
||
raise ValueError("报价单不存在")
|
||
if entity.status != "draft":
|
||
raise ValueError("只有草稿状态的报价单才能提交")
|
||
|
||
entity.status = "submitted"
|
||
entity.update_time = datetime.now()
|
||
db.flush()
|
||
|
||
if approver_ids:
|
||
create_approval_records(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
quote_id=quote_id,
|
||
approver_ids=approver_ids,
|
||
user_id=user_id,
|
||
dept_id=dept_id,
|
||
)
|
||
|
||
try:
|
||
detail = get_quote_detail(db, quote_id, tenant_no=tenant_no)
|
||
pdf_url = generate_quote_pdf(detail, detail.get("productList") or [])
|
||
entity.pdf_url = pdf_url
|
||
entity.pdf_generated = 1
|
||
except Exception:
|
||
pass
|
||
|
||
db.commit()
|
||
return True
|
||
|
||
|
||
def save_template(
|
||
db: Session,
|
||
quote_id: str,
|
||
template_content: str,
|
||
*,
|
||
tenant_no: str,
|
||
user_info=None,
|
||
) -> bool:
|
||
"""Java: saveTemplate"""
|
||
entity = _get_quote_in_scope(db, quote_id, tenant_no=tenant_no, user_info=user_info)
|
||
if not entity:
|
||
raise ValueError("报价单不存在")
|
||
entity.template_content = template_content
|
||
entity.update_time = datetime.now()
|
||
db.commit()
|
||
return True
|
||
|
||
|
||
def get_template(
|
||
db: Session,
|
||
quote_id: str,
|
||
*,
|
||
tenant_no: str,
|
||
user_info=None,
|
||
) -> str:
|
||
"""Java: getTemplate"""
|
||
entity = _get_quote_in_scope(db, quote_id, tenant_no=tenant_no, user_info=user_info)
|
||
if not entity:
|
||
raise ValueError("报价单不存在")
|
||
return entity.template_content or ""
|
||
|
||
|
||
def generate_pdf(
|
||
db: Session,
|
||
quote_id: str,
|
||
*,
|
||
tenant_no: str,
|
||
user_info=None,
|
||
) -> str:
|
||
"""Java: generatePdf"""
|
||
entity = _get_quote_in_scope(db, quote_id, tenant_no=tenant_no, user_info=user_info)
|
||
if not entity:
|
||
raise ValueError("报价单不存在")
|
||
detail = get_quote_detail(db, quote_id, tenant_no=tenant_no)
|
||
pdf_url = generate_quote_pdf(detail, detail.get("productList") or [])
|
||
entity.pdf_url = pdf_url
|
||
entity.pdf_generated = 1
|
||
entity.update_time = datetime.now()
|
||
db.commit()
|
||
return pdf_url
|
||
|
||
|
||
def generate_share(
|
||
db: Session,
|
||
quote_id: str,
|
||
*,
|
||
tenant_no: str,
|
||
validity_days: int = None,
|
||
password: str = "",
|
||
user_info=None,
|
||
) -> str:
|
||
"""Java: generateShare"""
|
||
entity = _get_quote_in_scope(db, quote_id, tenant_no=tenant_no, user_info=user_info)
|
||
if not entity:
|
||
raise ValueError("报价单不存在")
|
||
|
||
share_code = secrets.token_hex(4)[:8]
|
||
share_expire_time = None
|
||
if validity_days and validity_days > 0:
|
||
share_expire_time = datetime.now() + timedelta(days=validity_days)
|
||
|
||
share_link = f"/share/{share_code}"
|
||
entity.share_code = share_code
|
||
entity.share_link = share_link
|
||
entity.share_password = password or None
|
||
entity.share_expire_time = share_expire_time
|
||
entity.update_time = datetime.now()
|
||
db.commit()
|
||
return share_link
|
||
|
||
|
||
def view_by_share_code(
|
||
db: Session,
|
||
share_code: str,
|
||
*,
|
||
password: str = "",
|
||
ip_address: str = "",
|
||
user_agent: str = "",
|
||
) -> Dict[str, Any]:
|
||
"""Java: viewByShareCode"""
|
||
entity = (
|
||
db.query(CrmQuote)
|
||
.filter(CrmQuote.share_code == share_code, CrmQuote.del_flag == 0)
|
||
.first()
|
||
)
|
||
if not entity:
|
||
raise ValueError("分享链接无效")
|
||
|
||
if entity.share_expire_time and datetime.now() > entity.share_expire_time:
|
||
raise ValueError("分享链接已过期")
|
||
|
||
if (entity.share_password or "").strip():
|
||
if not password or entity.share_password != password:
|
||
raise ValueError("分享密码错误")
|
||
|
||
if entity.expire_date and date.today() > entity.expire_date and entity.status != "expired":
|
||
entity.status = "expired"
|
||
|
||
entity.view_count = (entity.view_count or 0) + 1
|
||
entity.last_view_time = datetime.now()
|
||
if entity.status in ("submitted", "accepted"):
|
||
entity.status = "viewed"
|
||
entity.update_time = datetime.now()
|
||
db.flush()
|
||
|
||
try:
|
||
record_visit(
|
||
db,
|
||
tenant_no=entity.tenant_no,
|
||
quote_id=entity.id,
|
||
share_code=share_code,
|
||
ip_address=ip_address,
|
||
user_agent=user_agent,
|
||
)
|
||
except Exception:
|
||
pass
|
||
|
||
db.commit()
|
||
detail = _row_to_dict(entity)
|
||
detail["productList"] = list_quote_products(db, entity.id, tenant_no=entity.tenant_no)
|
||
return detail
|
||
|
||
|
||
def accept_quote(
|
||
db: Session,
|
||
quote_id: str,
|
||
*,
|
||
tenant_no: str,
|
||
remark: str = "",
|
||
user_info=None,
|
||
) -> bool:
|
||
"""Java: acceptQuote"""
|
||
entity = _get_quote_in_scope(db, quote_id, tenant_no=tenant_no, user_info=user_info)
|
||
if not entity:
|
||
raise ValueError("报价单不存在")
|
||
entity.status = "accepted"
|
||
if remark:
|
||
entity.remark = remark
|
||
entity.update_time = datetime.now()
|
||
db.commit()
|
||
return True
|
||
|
||
|
||
def reject_quote(
|
||
db: Session,
|
||
quote_id: str,
|
||
*,
|
||
tenant_no: str,
|
||
reject_reason: str = "",
|
||
remark: str = "",
|
||
user_info=None,
|
||
) -> bool:
|
||
"""Java: rejectQuote"""
|
||
entity = _get_quote_in_scope(db, quote_id, tenant_no=tenant_no, user_info=user_info)
|
||
if not entity:
|
||
raise ValueError("报价单不存在")
|
||
entity.status = "rejected"
|
||
entity.reject_reason = reject_reason or ""
|
||
if remark:
|
||
entity.remark = remark
|
||
entity.update_time = datetime.now()
|
||
db.commit()
|
||
return True
|
||
|
||
|
||
def to_contract(
|
||
db: Session,
|
||
quote_id: str,
|
||
*,
|
||
tenant_no: str,
|
||
contract_no: str = "",
|
||
contract_title: str = "",
|
||
sign_date: date = None,
|
||
start_date: date = None,
|
||
end_date: date = None,
|
||
user_id: str = None,
|
||
dept_id: str = "",
|
||
user_info=None,
|
||
) -> str:
|
||
"""Java: toContract — 返回 contractId"""
|
||
sign_date = _parse_optional_date(sign_date)
|
||
start_date = _parse_optional_date(start_date)
|
||
end_date = _parse_optional_date(end_date)
|
||
|
||
quote = get_quote(db, quote_id, tenant_no=tenant_no)
|
||
if not quote:
|
||
raise ValueError("报价单不存在")
|
||
if quote.status != "accepted":
|
||
raise ValueError("只有已接受的报价单才能转合同")
|
||
if quote.contract_id:
|
||
raise ValueError("该报价单已转为合同,不能重复转换")
|
||
|
||
products = list_quote_products(db, quote_id, tenant_no=tenant_no)
|
||
if not products:
|
||
raise ValueError("报价单没有产品明细,无法转合同")
|
||
|
||
from app.crud.crm.contract import create_from_quote
|
||
|
||
payload: Dict[str, Any] = {
|
||
"quoteId": quote_id,
|
||
"customerId": quote.customer_id,
|
||
"opportunityId": quote.opportunity_id,
|
||
"amount": float(quote.final_amount or quote.total_amount or 0),
|
||
"ownerUserId": quote.owner_user_id or user_id or "",
|
||
"supplierId": quote.supplier_id,
|
||
"paymentTerms": quote.payment_terms,
|
||
"deliveryTerms": quote.delivery_terms,
|
||
}
|
||
if contract_no:
|
||
payload["contractNo"] = contract_no
|
||
if contract_title:
|
||
payload["contractName"] = contract_title
|
||
if sign_date:
|
||
payload["signDate"] = sign_date.strftime(_DATE_FMT)
|
||
if start_date:
|
||
payload["startDate"] = start_date.strftime(_DATE_FMT)
|
||
if end_date:
|
||
payload["endDate"] = end_date.strftime(_DATE_FMT)
|
||
|
||
qtype = (quote.quote_type or "sales").strip()
|
||
payload["contractType"] = "purchase" if qtype == "purchase" else "sale"
|
||
|
||
return create_from_quote(
|
||
db,
|
||
quote_id,
|
||
tenant_no=tenant_no,
|
||
data=payload,
|
||
user_id=user_id,
|
||
dept_id=dept_id,
|
||
)
|
||
|
||
|
||
def create_new_version(
|
||
db: Session,
|
||
quote_id: str,
|
||
*,
|
||
tenant_no: str,
|
||
version: str,
|
||
remark: str = "",
|
||
user_id: str = None,
|
||
dept_id: str = "",
|
||
user_info=None,
|
||
) -> str:
|
||
"""Java: createNewVersion — 返回新报价单 id"""
|
||
old = _get_quote_in_scope(db, quote_id, tenant_no=tenant_no, user_info=user_info)
|
||
if not old:
|
||
raise ValueError("报价单不存在")
|
||
|
||
validity_days = old.validity_days or 30
|
||
quote_date = date.today()
|
||
now = datetime.now()
|
||
|
||
new_entity = CrmQuote(
|
||
id=generate_uuid(),
|
||
quote_no=old.quote_no,
|
||
quote_title=old.quote_title,
|
||
quote_type=old.quote_type or "sales",
|
||
customer_id=old.customer_id,
|
||
customer_name=old.customer_name,
|
||
opportunity_id=old.opportunity_id,
|
||
contact_id=old.contact_id,
|
||
contact_name=old.contact_name,
|
||
contact_mobile=old.contact_mobile,
|
||
contact_email=old.contact_email,
|
||
version=version,
|
||
parent_id=quote_id,
|
||
is_latest=1,
|
||
discount_rate=old.discount_rate,
|
||
validity_days=validity_days,
|
||
quote_date=quote_date,
|
||
expire_date=quote_date + timedelta(days=validity_days),
|
||
status="draft",
|
||
owner_user_id=old.owner_user_id,
|
||
owner_user_name=old.owner_user_name,
|
||
supplier_id=old.supplier_id,
|
||
supplier_name=old.supplier_name,
|
||
payment_terms=old.payment_terms,
|
||
delivery_terms=old.delivery_terms,
|
||
freight=old.freight,
|
||
barrel_deposit=getattr(old, "barrel_deposit", None) or Decimal("0"),
|
||
tenant_no=tenant_no,
|
||
remark=remark or old.remark,
|
||
create_by=user_id,
|
||
create_dept_id=dept_id or "",
|
||
create_time=now,
|
||
update_by=user_id,
|
||
update_time=now,
|
||
del_flag=0,
|
||
)
|
||
|
||
old.is_latest = 0
|
||
old.update_time = now
|
||
|
||
old_products = list_quote_products(db, quote_id, tenant_no=tenant_no)
|
||
calculate_quote_amount(new_entity, old_products)
|
||
|
||
db.add(new_entity)
|
||
db.flush()
|
||
|
||
if old_products:
|
||
batch_insert_quote_products(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
quote_id=new_entity.id,
|
||
products=old_products,
|
||
user_id=user_id,
|
||
dept_id=dept_id,
|
||
)
|
||
|
||
db.commit()
|
||
return new_entity.id
|
||
|
||
|
||
def query_versions(
|
||
db: Session,
|
||
quote_no: str,
|
||
*,
|
||
tenant_no: str,
|
||
user_info=None,
|
||
) -> List[Dict[str, Any]]:
|
||
"""Java: queryVersions"""
|
||
rows = (
|
||
db.query(CrmQuote)
|
||
.filter(
|
||
CrmQuote.quote_no == quote_no,
|
||
CrmQuote.tenant_no == tenant_no,
|
||
CrmQuote.del_flag == 0,
|
||
)
|
||
.order_by(CrmQuote.create_time.desc())
|
||
.all()
|
||
)
|
||
return [_row_to_dict(r) for r in rows]
|
||
|
||
|
||
def withdraw_quote_approval(
|
||
db: Session,
|
||
quote_id: str,
|
||
*,
|
||
tenant_no: str,
|
||
remark: str = "",
|
||
user_id: str = None,
|
||
user_info=None,
|
||
) -> bool:
|
||
"""Java: CrmQuoteServiceImpl.withdrawApproval（校验创建人）"""
|
||
entity = _get_quote_in_scope(db, quote_id, tenant_no=tenant_no, user_info=user_info)
|
||
if not entity:
|
||
raise ValueError("报价单不存在")
|
||
if entity.status != "submitted":
|
||
raise ValueError("只能撤回已提交的报价单")
|
||
if user_id and entity.create_by and entity.create_by != user_id:
|
||
raise ValueError("只有创建人才能撤回审批")
|
||
|
||
entity.status = "draft"
|
||
entity.update_time = datetime.now()
|
||
if remark:
|
||
entity.remark = remark
|
||
delete_pending_approvals(db, quote_id)
|
||
db.commit()
|
||
return True
|
||
|
||
|
||
def invalid_quote(
|
||
db: Session,
|
||
quote_id: str,
|
||
*,
|
||
tenant_no: str,
|
||
remark: str = "",
|
||
user_info=None,
|
||
) -> bool:
|
||
"""Java: invalidQuote"""
|
||
entity = _get_quote_in_scope(db, quote_id, tenant_no=tenant_no, user_info=user_info)
|
||
if not entity:
|
||
raise ValueError("报价单不存在")
|
||
if entity.status == "invalid":
|
||
raise ValueError("报价单已作废，不能重复作废")
|
||
|
||
entity.status = "invalid"
|
||
if remark:
|
||
current = entity.remark or ""
|
||
entity.remark = f"{current}\n【作废原因】{remark}".strip() if current else f"【作废原因】{remark}"
|
||
entity.update_time = datetime.now()
|
||
db.commit()
|
||
return True
|
||
|
||
|
||
def statistics_overview(
|
||
db: Session,
|
||
tenant_no: str,
|
||
*,
|
||
owner_user_id: str = None,
|
||
begin_time: str = None,
|
||
end_time: str = None,
|
||
user_info=None,
|
||
) -> Dict[str, Any]:
|
||
"""Java: statisticsOverview"""
|
||
q = db.query(CrmQuote).filter(CrmQuote.tenant_no == tenant_no, CrmQuote.del_flag == 0)
|
||
if owner_user_id:
|
||
q = q.filter(CrmQuote.owner_user_id == owner_user_id)
|
||
begin_dt = _parse_optional_datetime(begin_time)
|
||
end_dt = _parse_optional_datetime(end_time)
|
||
if begin_dt:
|
||
q = q.filter(CrmQuote.create_time >= begin_dt)
|
||
if end_dt:
|
||
q = q.filter(CrmQuote.create_time <= end_dt)
|
||
if user_info:
|
||
q = apply_crm_owner_scope(q, CrmQuote, user_info, db, tenant_no)
|
||
|
||
all_quotes = q.all()
|
||
total_count = len(all_quotes)
|
||
|
||
def _count_status(status: str) -> int:
|
||
return sum(1 for item in all_quotes if item.status == status)
|
||
|
||
draft_count = _count_status("draft")
|
||
submitted_count = _count_status("submitted")
|
||
accepted_count = _count_status("accepted")
|
||
rejected_count = _count_status("rejected")
|
||
expired_count = _count_status("expired")
|
||
|
||
total_amount = sum(_decimal_value(item.final_amount) for item in all_quotes)
|
||
accepted_amount = sum(
|
||
_decimal_value(item.final_amount) for item in all_quotes if item.status == "accepted"
|
||
)
|
||
accept_rate = (accepted_count * 100.0 / total_count) if total_count else 0.0
|
||
avg_amount = (
|
||
(total_amount / Decimal(total_count)).quantize(Decimal("0.01"), rounding=ROUND_HALF_UP)
|
||
if total_count
|
||
else Decimal("0")
|
||
)
|
||
|
||
return {
|
||
"totalCount": total_count,
|
||
"draftCount": draft_count,
|
||
"submittedCount": submitted_count,
|
||
"acceptedCount": accepted_count,
|
||
"rejectedCount": rejected_count,
|
||
"expiredCount": expired_count,
|
||
"totalAmount": float(total_amount),
|
||
"acceptedAmount": float(accepted_amount),
|
||
"acceptRate": f"{accept_rate:.2f}",
|
||
"avgAmount": float(avg_amount),
|
||
}
|
||
|
||
|
||
def statistics_status(
|
||
db: Session,
|
||
tenant_no: str,
|
||
user_info=None,
|
||
) -> List[Dict[str, Any]]:
|
||
"""Java: statisticsStatus"""
|
||
status_array = ("draft", "submitted", "accepted", "rejected", "expired", "contract")
|
||
status_names = ("草稿", "已提交", "已接受", "已拒绝", "已过期", "已转合同")
|
||
|
||
base_q = db.query(CrmQuote).filter(CrmQuote.tenant_no == tenant_no, CrmQuote.del_flag == 0)
|
||
if user_info:
|
||
base_q = apply_crm_owner_scope(base_q, CrmQuote, user_info, db, tenant_no)
|
||
total = base_q.count()
|
||
|
||
result = []
|
||
for status, status_name in zip(status_array, status_names):
|
||
q = base_q.filter(CrmQuote.status == status)
|
||
rows = q.all()
|
||
count = len(rows)
|
||
amount = sum(_decimal_value(r.final_amount) for r in rows)
|
||
percent = (count * 100.0 / total) if total else 0.0
|
||
result.append(
|
||
{
|
||
"status": status,
|
||
"statusName": status_name,
|
||
"count": count,
|
||
"amount": float(amount),
|
||
"percent": f"{percent:.2f}",
|
||
}
|
||
)
|
||
return result
|
||
|
||
|
||
def _period_key(dt: datetime, period_type: str) -> str:
|
||
if period_type.lower() == "year":
|
||
return dt.strftime("%Y年")
|
||
if period_type.lower() == "quarter":
|
||
quarter = (dt.month - 1) // 3 + 1
|
||
return f"{dt.year}年Q{quarter}"
|
||
return dt.strftime("%Y年%m月")
|
||
|
||
|
||
def statistics_trend(
|
||
db: Session,
|
||
tenant_no: str,
|
||
*,
|
||
period_type: str = "month",
|
||
begin_time: str = None,
|
||
end_time: str = None,
|
||
user_info=None,
|
||
) -> List[Dict[str, Any]]:
|
||
"""Java: statisticsTrend"""
|
||
q = db.query(CrmQuote).filter(CrmQuote.tenant_no == tenant_no, CrmQuote.del_flag == 0)
|
||
begin_dt = _parse_optional_datetime(begin_time)
|
||
end_dt = _parse_optional_datetime(end_time)
|
||
if begin_dt:
|
||
q = q.filter(CrmQuote.create_time >= begin_dt)
|
||
if end_dt:
|
||
q = q.filter(CrmQuote.create_time <= end_dt)
|
||
if user_info:
|
||
q = apply_crm_owner_scope(q, CrmQuote, user_info, db, tenant_no)
|
||
|
||
all_quotes = q.all()
|
||
if not all_quotes:
|
||
return []
|
||
|
||
grouped: Dict[str, List[CrmQuote]] = defaultdict(list)
|
||
for quote in all_quotes:
|
||
create_time = quote.create_time or datetime.now()
|
||
if quote.create_time is None and quote.quote_date:
|
||
create_time = datetime.combine(quote.quote_date, datetime.min.time())
|
||
grouped[_period_key(create_time, period_type)].append(quote)
|
||
|
||
result = []
|
||
for period, period_quotes in grouped.items():
|
||
accepted_count = sum(
|
||
1 for item in period_quotes if item.status in ("accepted", "contract")
|
||
)
|
||
total_amount = sum(_decimal_value(item.final_amount) for item in period_quotes)
|
||
accepted_amount = sum(
|
||
_decimal_value(item.final_amount)
|
||
for item in period_quotes
|
||
if item.status in ("accepted", "contract")
|
||
)
|
||
accept_rate = (accepted_count * 100.0 / len(period_quotes)) if period_quotes else 0.0
|
||
result.append(
|
||
{
|
||
"period": period,
|
||
"totalCount": len(period_quotes),
|
||
"acceptedCount": accepted_count,
|
||
"totalAmount": float(total_amount),
|
||
"acceptedAmount": float(accepted_amount),
|
||
"acceptRate": f"{accept_rate:.2f}",
|
||
}
|
||
)
|
||
return result
|