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fix(opportunity-flow): wait after sent quote until payment evidence

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This commit is contained in:
plx
2026-08-18 14:47:13 +00:00
parent 5f0c151feb
commit 7e521a377e
2 changed files with 49 additions and 12 deletions
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28
app/domain/opportunity_flow/rules.py
View File

@@ -333,18 +333,34 @@ def decide_blif_next_action(e: OpportunityEvidence, profile: CompanyWorkflowProf
)
# Default/BLIF normal sequence: budget document, payment, invoice, then preparation/shipping.
if e.payment_terms in {PAYMENT_BEFORE_SHIPPING, "", "undefined", "agreement"} and e.has_quote and not e.payment_confirmed:
if (
e.payment_terms in {PAYMENT_BEFORE_SHIPPING, "", "undefined", "agreement"}
and e.has_quote
and e.quote_sent
and not e.has_invoice
and not e.payment_confirmed
):
next_action = _action(
profile,
ACTION_CONFIRM_PAYMENT,
f"Orçamento {e.quote_number or ''} associado. Confirmar pagamento antes de emitir fatura.",
priority="alta",
ACTION_NO_ACTION,
f"Orçamento {e.quote_number or ''} enviado. Aguardar decisão do cliente ou evidência de pagamento.",
force_label="Aguardar cliente / pagamento",
target_url=f"/opportunities/{e.opportunity_id}#operacao" if e.opportunity_id else None,
document_id=e.quote_id,
document_number=e.quote_number,
)
available_actions.append(next_action)
return OpportunityDecision(next_action, "Fluxo normal BLIF exige pagamento confirmado depois do orçamento e antes da fatura.", available_actions=available_actions, warnings=warnings, commercial_stage=COMMERCIAL_STAGE_WAITING_PAYMENT, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
return OpportunityDecision(
next_action,
"O orçamento foi enviado e ainda não existe evidência de pagamento que exija validação. "
"Aguardar o cliente; o follow-up comercial assume quando ficar devido.",
warnings=warnings,
commercial_stage=COMMERCIAL_STAGE_WAITING_PAYMENT,
financial_state=_financial_state(e),
physical_state=_physical_state(e),
profile_name=profile.name,
decision_version=profile.version,
)
if e.payment_confirmed and not e.has_invoice and (
not e.has_fiscal_customer or not e.fiscal_data_complete

33
tests/domain/opportunity_flow/test_v4928_1_5_60_company_workflow_profiles.py
View File

@@ -17,18 +17,39 @@ def test_blif_profile_loads_defaults_and_labels():
assert profile.documents["invoice"]["label"] == "Fatura"
def test_quote_before_shipping_requires_confirm_payment_before_invoice():
def test_sent_quote_waits_for_customer_or_payment_evidence():
evidence = build_opportunity_evidence(
{"id": "opp-1", "stage": "QUOTE_SENT", "metadata": {"payment_terms": "before_shipping"}},
linked_customer={"id": "c1", "tax_id": "123", "billing_email": "a@b.pt", "address": "Rua", "postal_code": "1000", "city": "Lisboa"},
linked_documents=[{"id": "q1", "document_kind": "quotation", "document_number": "ORC.ORC2026.177", "total_amount": 202.95}],
{
"id": "opp-1",
"stage": "QUOTE_SENT",
"metadata": {"payment_terms": "before_shipping"},
},
linked_customer={
"id": "c1",
"tax_id": "123",
"billing_email": "a@b.pt",
"address": "Rua",
"postal_code": "1000",
"city": "Lisboa",
},
linked_documents=[
{
"id": "q1",
"document_kind": "quotation",
"document_number": "ORC.ORC2026.177",
"total_amount": 202.95,
}
],
operation_snapshot={"links": [], "cards": []},
fiscal_data_complete=True,
)
decision = decide_opportunity_next_action(evidence, _profile())
assert decision.next_action.code == "CONFIRM_PAYMENT"
assert decision.next_action.code == "NO_ACTION"
assert decision.commercial_stage == "WAITING_PAYMENT"
assert decision.next_action.document_number == "ORC.ORC2026.177"
assert "antes da fatura" in decision.next_action.description or "antes de emitir fatura" in decision.next_action.description
assert "Aguardar" in decision.next_action.description
def test_payment_confirmed_without_invoice_sends_invoice():