fix(opportunity-flow): separate quote creation from quote sending

tests/domain/opportunity_flow/test_v4928_1_5_60_company_workflow_profiles.py

@@ -1,5 +1,6 @@
 from app.domain.opportunity_flow import build_opportunity_evidence, decide_opportunity_next_action, load_company_profile
 from app.domain.opportunity_flow.audit import audit_decisions
+from app.domain.opportunity_flow.evidence import OpportunityEvidence
 
 
 def _profile():
@@ -106,7 +107,7 @@ def test_fiscal_conflict_blocks_financial_actions():
     decision = decide_opportunity_next_action(evidence, _profile())
     assert decision.next_action.code == "REVIEW"
     blocked = {a.code for a in decision.blocked_actions}
-    assert {"CONFIRM_PAYMENT", "SEND_INVOICE", "CREATE_JASMIN_QUOTE"} <= blocked
+    assert {"CONFIRM_PAYMENT", "SEND_INVOICE", "CREATE_QUOTE"} <= blocked
 
 
 def test_after_delivery_invoice_without_payment_allows_prepare_odoo_before_payment():
@@ -123,3 +124,165 @@ def test_after_delivery_invoice_without_payment_allows_prepare_odoo_before_payme
     decision = decide_opportunity_next_action(evidence, _profile())
     assert decision.next_action.code == "PREPARE_ORDER"
     assert "sem pagamento prévio" in decision.reason or "sem exigir pagamento" in decision.next_action.description
+
+
+def test_new_lead_without_fiscal_customer_does_not_make_fiscal_validation_primary():
+    evidence = build_opportunity_evidence(
+        {
+            "id": "opp-new-no-fiscal",
+            "stage": "NEW_LEAD",
+            "metadata": {"payment_terms": "before_shipping"},
+        },
+        linked_customer=None,
+        linked_documents=[],
+        operation_snapshot={"links": [], "cards": []},
+        fiscal_data_complete=False,
+    )
+
+    decision = decide_opportunity_next_action(evidence, _profile())
+
+    assert decision.next_action.code != "VALIDATE_FISCAL_CUSTOMER"
+    assert decision.financial_state == "no_document"
+
+
+def test_payment_confirmed_without_fiscal_customer_requires_fiscal_validation():
+    evidence = build_opportunity_evidence(
+        {
+            "id": "opp-paid-no-fiscal",
+            "stage": "PAYMENT_CONFIRMED",
+            "metadata": {"payment_terms": "before_shipping"},
+        },
+        linked_customer=None,
+        linked_documents=[
+            {
+                "id": "q-paid",
+                "document_kind": "quotation",
+                "document_number": "ORC.TEST.1",
+            }
+        ],
+        operation_snapshot={
+            "links": [
+                {
+                    "system": "clientflow",
+                    "external_type": "payment",
+                    "status": "confirmed",
+                }
+            ],
+            "cards": [],
+        },
+        fiscal_data_complete=False,
+    )
+
+    decision = decide_opportunity_next_action(evidence, _profile())
+
+    assert decision.next_action.code == "VALIDATE_FISCAL_CUSTOMER"
+    assert decision.financial_state == "payment_confirmed"
+
+
+def _base_no_document_evidence(stage: str):
+    return build_opportunity_evidence(
+        {
+            "id": f"opp-{stage.lower()}",
+            "stage": stage,
+            "metadata": {"payment_terms": "before_shipping"},
+        },
+        linked_customer=None,
+        linked_documents=[],
+        operation_snapshot={"links": [], "cards": []},
+        fiscal_data_complete=False,
+    )
+
+
+def test_new_lead_without_document_is_not_promoted_to_quote_or_fiscal():
+    decision = decide_opportunity_next_action(
+        _base_no_document_evidence("NEW_LEAD"),
+        _profile(),
+    )
+
+    assert decision.next_action.code == "NO_ACTION"
+    assert decision.commercial_stage == "NEW_LEAD"
+
+
+def test_info_sent_without_document_is_not_promoted_to_quote():
+    decision = decide_opportunity_next_action(
+        _base_no_document_evidence("INFO_SENT"),
+        _profile(),
+    )
+
+    assert decision.next_action.code == "NO_ACTION"
+    assert decision.commercial_stage == "INFO_SENT"
+
+
+def test_quote_requested_without_document_creates_quote():
+    decision = decide_opportunity_next_action(
+        _base_no_document_evidence("QUOTE_REQUESTED"),
+        _profile(),
+    )
+
+    assert decision.next_action.code == "CREATE_QUOTE"
+
+
+def test_quote_sent_without_linked_document_and_with_send_evidence_reconciles():
+    evidence = build_opportunity_evidence(
+        {
+            "id": "opp-quote-sent",
+            "stage": "QUOTE_SENT",
+            "metadata": {"payment_terms": "before_shipping"},
+        },
+        linked_customer=None,
+        linked_documents=[],
+        tasks=[
+            {
+                "id": "task-send-quote",
+                "action_code": "SEND_QUOTE",
+                "status": "completed",
+            }
+        ],
+        operation_snapshot={
+            "links": [],
+            "cards": [],
+        },
+        fiscal_data_complete=False,
+    )
+
+    decision = decide_opportunity_next_action(evidence, _profile())
+
+    assert decision.next_action.code == "RECONCILE_DOCUMENTS"
+
+
+def test_created_quote_must_be_sent_before_payment_confirmation():
+    evidence = OpportunityEvidence(
+        opportunity_id="opp-created-quote",
+        stage="QUOTE_REQUESTED",
+        has_fiscal_customer=True,
+        fiscal_identity_validated=True,
+        fiscal_data_complete=True,
+        has_quote=True,
+        quote_sent=False,
+        payment_confirmed=False,
+        quote_id="quote-1",
+        quote_number="ORC.TEST.1",
+    )
+
+    decision = decide_opportunity_next_action(evidence, _profile())
+
+    assert decision.next_action.code == "SEND_QUOTE"
+
+
+def test_sent_quote_can_advance_beyond_send_quote():
+    evidence = OpportunityEvidence(
+        opportunity_id="opp-sent-quote",
+        stage="QUOTE_SENT",
+        has_fiscal_customer=True,
+        fiscal_identity_validated=True,
+        fiscal_data_complete=True,
+        has_quote=True,
+        quote_sent=True,
+        payment_confirmed=False,
+        quote_id="quote-2",
+        quote_number="ORC.TEST.2",
+    )
+
+    decision = decide_opportunity_next_action(evidence, _profile())
+
+    assert decision.next_action.code != "SEND_QUOTE"