mirror of
https://github.com/x1xhlol/system-prompts-and-models-of-ai-tools.git
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a329957a3b
Phase 1-6 implementation for Dealix AI Revenue OS: - AI Arabic Engine: NLP (arabic_nlp.py), lead scoring (lead_scoring.py) - PDPL Compliance: consent manager, data rights handler, consent model - Sequence Engine: multi-channel sequences with WhatsApp/Email/SMS - CPQ System: quote engine, AI proposal generator - Security Gate: pre-release checks, PDPL message validation - Tool Verification: agent action audit trail - Project Operating Files: AGENTS.md, CLAUDE.md - Project Memory: architecture, ADRs, provider routing, PDPL checklist - Design System: IBM Plex Sans Arabic tokens, RTL-safe components - Sequence/Consent models for database https://claude.ai/code/session_01LsnvBa7HwF5hs99VZbgLGj
322 lines
13 KiB
Python
322 lines
13 KiB
Python
"""
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Dealix CPQ Quote Engine — Configure, Price, Quote
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عروض أسعار احترافية مع ضريبة القيمة المضافة والعملات المتعددة
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"""
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import uuid
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import logging
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from datetime import datetime, timedelta, timezone
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from decimal import Decimal, ROUND_HALF_UP
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from enum import Enum
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from typing import Optional
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from pydantic import BaseModel, Field
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from sqlalchemy import select, func, update
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.models.proposal import Proposal
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logger = logging.getLogger("dealix.cpq.quote")
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SAR_VAT_RATE = Decimal("0.15")
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DEFAULT_VALIDITY_DAYS = 30
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USD_TO_SAR_RATE = Decimal("3.75")
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INDUSTRY_TEMPLATES = {
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"real_estate": {
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"header_ar": "عرض سعر عقاري",
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"footer_ar": "هذا العرض ساري لمدة {validity} يوم من تاريخه",
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"terms_ar": [
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"الأسعار شاملة ضريبة القيمة المضافة ما لم يُذكر خلاف ذلك",
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"يتم الدفع حسب خطة السداد المتفق عليها",
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"العرض قابل للتعديل حسب توفر الوحدات",
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],
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},
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"healthcare": {
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"header_ar": "عرض سعر طبي",
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"footer_ar": "العرض ساري لمدة {validity} يوم — صحتكم أولويتنا",
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"terms_ar": [
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"الأسعار شاملة ضريبة القيمة المضافة",
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"التأمين الطبي قد يغطي جزءاً من التكاليف",
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"يرجى إحضار بطاقة التأمين عند الزيارة",
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],
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},
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"services": {
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"header_ar": "عرض سعر خدمات",
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"footer_ar": "العرض ساري لمدة {validity} يوم من تاريخه",
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"terms_ar": [
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"الأسعار شاملة ضريبة القيمة المضافة 15%",
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"مدة التنفيذ تبدأ من تاريخ الموافقة على العرض",
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"الدفع: 50% مقدم و50% عند التسليم ما لم يُتفق على خلاف ذلك",
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],
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},
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"contracting": {
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"header_ar": "عرض سعر مقاولات",
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"footer_ar": "العرض ساري لمدة {validity} يوم — شاملاً المواد والعمالة",
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"terms_ar": [
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"الأسعار شاملة ضريبة القيمة المضافة 15%",
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"التسعير مبني على المعاينة الميدانية",
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"أي تغييرات في النطاق تستوجب ملحق عقد منفصل",
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"الضمان حسب بنود العقد",
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],
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},
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}
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class QuoteStatus(str, Enum):
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DRAFT = "draft"
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SENT = "sent"
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VIEWED = "viewed"
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ACCEPTED = "accepted"
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REJECTED = "rejected"
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EXPIRED = "expired"
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class LineItemInput(BaseModel):
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description_ar: str
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description_en: str = ""
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quantity: int = Field(ge=1, default=1)
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unit_price: Decimal = Field(ge=0)
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unit: str = "وحدة"
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class DiscountInput(BaseModel):
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type: str = Field(pattern=r"^(percentage|fixed)$")
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value: Decimal = Field(ge=0)
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reason_ar: str = ""
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class QuoteCreate(BaseModel):
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tenant_id: str
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deal_id: Optional[str] = None
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lead_id: Optional[str] = None
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title: str
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currency: str = "SAR"
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industry: str = "services"
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validity_days: int = DEFAULT_VALIDITY_DAYS
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vat_registration_number: Optional[str] = None
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client_name: str = ""
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client_company: str = ""
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notes_ar: str = ""
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class QuoteEngine:
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"""Full CPQ lifecycle: create, price, send, track."""
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def __init__(self, db: AsyncSession):
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self.db = db
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async def create_quote(self, data: QuoteCreate) -> dict:
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"""Create a new quote in draft status."""
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template = INDUSTRY_TEMPLATES.get(data.industry, INDUSTRY_TEMPLATES["services"])
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valid_until = datetime.now(timezone.utc) + timedelta(days=data.validity_days)
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content = {
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"line_items": [],
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"discounts": [],
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"subtotal": "0",
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"discount_total": "0",
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"vat_amount": "0",
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"total": "0",
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"currency": data.currency,
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"industry": data.industry,
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"header_ar": template["header_ar"],
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"footer_ar": template["footer_ar"].format(validity=data.validity_days),
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"terms_ar": template["terms_ar"],
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"vat_registration_number": data.vat_registration_number or "",
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"client_name": data.client_name,
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"client_company": data.client_company,
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"notes_ar": data.notes_ar,
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}
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proposal = Proposal(
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id=uuid.uuid4(),
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tenant_id=uuid.UUID(data.tenant_id),
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deal_id=uuid.UUID(data.deal_id) if data.deal_id else None,
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lead_id=uuid.UUID(data.lead_id) if data.lead_id else None,
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title=data.title,
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content=content,
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total_amount=Decimal("0"),
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currency=data.currency,
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status=QuoteStatus.DRAFT.value,
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valid_until=valid_until.date(),
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)
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self.db.add(proposal)
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await self.db.flush()
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logger.info("Quote %s created for tenant %s", proposal.id, data.tenant_id)
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return self._to_dict(proposal)
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async def add_line_item(self, tenant_id: str, quote_id: str, item: LineItemInput) -> dict:
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"""Add a line item and recalculate totals."""
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proposal = await self._get_quote(tenant_id, quote_id)
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if not proposal:
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raise ValueError("عرض السعر غير موجود")
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content: dict = dict(proposal.content)
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line_items: list = list(content.get("line_items", []))
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line_total = item.unit_price * item.quantity
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line_items.append({
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"id": str(uuid.uuid4())[:8],
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"description_ar": item.description_ar,
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"description_en": item.description_en,
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"quantity": item.quantity,
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"unit_price": str(item.unit_price),
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"unit": item.unit,
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"total": str(line_total),
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})
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content["line_items"] = line_items
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proposal.content = content
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await self._recalculate(proposal)
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await self.db.flush()
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return self._to_dict(proposal)
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async def apply_discount(self, tenant_id: str, quote_id: str, discount: DiscountInput) -> dict:
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"""Apply a percentage or fixed discount."""
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proposal = await self._get_quote(tenant_id, quote_id)
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if not proposal:
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raise ValueError("عرض السعر غير موجود")
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content: dict = dict(proposal.content)
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discounts: list = list(content.get("discounts", []))
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discounts.append({
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"type": discount.type,
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"value": str(discount.value),
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"reason_ar": discount.reason_ar,
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})
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content["discounts"] = discounts
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proposal.content = content
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await self._recalculate(proposal)
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await self.db.flush()
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return self._to_dict(proposal)
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async def calculate_totals(self, tenant_id: str, quote_id: str) -> dict:
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"""Force recalculation of quote totals."""
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proposal = await self._get_quote(tenant_id, quote_id)
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if not proposal:
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raise ValueError("عرض السعر غير موجود")
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await self._recalculate(proposal)
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await self.db.flush()
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return {
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"subtotal": proposal.content.get("subtotal", "0"),
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"discount_total": proposal.content.get("discount_total", "0"),
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"vat_amount": proposal.content.get("vat_amount", "0"),
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"total": str(proposal.total_amount),
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"currency": proposal.currency,
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}
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async def send_quote(
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self, tenant_id: str, quote_id: str, channel: str = "whatsapp", recipient: str = ""
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) -> dict:
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"""Mark quote as sent and dispatch via channel."""
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proposal = await self._get_quote(tenant_id, quote_id)
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if not proposal:
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raise ValueError("عرض السعر غير موجود")
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proposal.status = QuoteStatus.SENT.value
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proposal.sent_at = datetime.now(timezone.utc)
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await self.db.flush()
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dispatch_result = {"channel": channel, "recipient": recipient, "status": "queued"}
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if channel == "whatsapp":
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from app.services.whatsapp_service import WhatsAppService
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wa = WhatsAppService()
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msg = (
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f"مرحباً {proposal.content.get('client_name', '')}،\n"
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f"مرفق عرض السعر: {proposal.title}\n"
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f"الإجمالي: {proposal.total_amount} {proposal.currency}\n"
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f"ساري حتى: {proposal.valid_until}"
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)
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dispatch_result = await wa.send_message(recipient, msg)
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elif channel == "email":
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from app.services.email_service import EmailService
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es = EmailService()
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dispatch_result = await es.send_email(
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to=recipient,
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subject=f"عرض سعر — {proposal.title}",
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body=f"عرض سعر بمبلغ {proposal.total_amount} {proposal.currency}",
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)
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logger.info("Quote %s sent via %s to %s", quote_id, channel, recipient)
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return {"quote_id": str(proposal.id), "status": "sent", "dispatch": dispatch_result}
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async def get_quote_status(self, tenant_id: str, quote_id: str) -> dict:
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"""Return current quote status and lifecycle timestamps."""
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proposal = await self._get_quote(tenant_id, quote_id)
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if not proposal:
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raise ValueError("عرض السعر غير موجود")
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now = datetime.now(timezone.utc).date()
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is_expired = proposal.valid_until and proposal.valid_until < now
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if is_expired and proposal.status not in (QuoteStatus.ACCEPTED.value, QuoteStatus.REJECTED.value):
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proposal.status = QuoteStatus.EXPIRED.value
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await self.db.flush()
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return {
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"quote_id": str(proposal.id),
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"status": proposal.status,
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"sent_at": proposal.sent_at.isoformat() if proposal.sent_at else None,
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"viewed_at": proposal.viewed_at.isoformat() if proposal.viewed_at else None,
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"valid_until": proposal.valid_until.isoformat() if proposal.valid_until else None,
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"is_expired": is_expired,
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}
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# ── Internal helpers ─────────────────────────────
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async def _get_quote(self, tenant_id: str, quote_id: str) -> Optional[Proposal]:
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result = await self.db.execute(
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select(Proposal).where(
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Proposal.id == uuid.UUID(quote_id),
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Proposal.tenant_id == uuid.UUID(tenant_id),
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)
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)
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return result.scalar_one_or_none()
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async def _recalculate(self, proposal: Proposal) -> None:
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content: dict = dict(proposal.content)
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line_items = content.get("line_items", [])
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discounts = content.get("discounts", [])
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subtotal = sum(Decimal(li["total"]) for li in line_items)
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discount_total = Decimal("0")
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for d in discounts:
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if d["type"] == "percentage":
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discount_total += (subtotal * Decimal(d["value"]) / Decimal("100")).quantize(
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Decimal("0.01"), rounding=ROUND_HALF_UP
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)
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else:
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discount_total += Decimal(d["value"])
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after_discount = max(subtotal - discount_total, Decimal("0"))
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vat_amount = (after_discount * SAR_VAT_RATE).quantize(Decimal("0.01"), rounding=ROUND_HALF_UP)
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total = after_discount + vat_amount
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if content.get("currency") == "USD":
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content["total_sar"] = str((total * USD_TO_SAR_RATE).quantize(Decimal("0.01")))
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content["subtotal"] = str(subtotal)
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content["discount_total"] = str(discount_total)
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content["vat_amount"] = str(vat_amount)
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content["total"] = str(total)
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proposal.content = content
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proposal.total_amount = total
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@staticmethod
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def _to_dict(proposal: Proposal) -> dict:
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return {
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"id": str(proposal.id),
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"tenant_id": str(proposal.tenant_id),
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"deal_id": str(proposal.deal_id) if proposal.deal_id else None,
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"lead_id": str(proposal.lead_id) if proposal.lead_id else None,
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"title": proposal.title,
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"content": proposal.content,
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"total_amount": str(proposal.total_amount) if proposal.total_amount else "0",
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"currency": proposal.currency,
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"status": proposal.status,
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"valid_until": proposal.valid_until.isoformat() if proposal.valid_until else None,
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"sent_at": proposal.sent_at.isoformat() if proposal.sent_at else None,
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"viewed_at": proposal.viewed_at.isoformat() if proposal.viewed_at else None,
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"created_at": proposal.created_at.isoformat() if proposal.created_at else None,
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}
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