feat: complete session — catalog, marketplace, WhatsApp, peer-to-peer, install scripts
Major features: - Pixel-Perfect glassmorphism design (landing + POS + public catalog) - OEM/Local catalog toggle with Nexpart taxonomy (14 groups, 108 subgroups, 558 part types) - Marketplace B2B Phase 1 (bodegas, POs, status machine, WA+email notifications) - Peer-to-peer inventory (multi-instance, LAN discovery) - WhatsApp: photo→Vision AI, voice→Whisper, conversational quotations - Smart unified search (VIN/plate/part_number/keyword auto-detect) - Shop Supplies tab (vehicle-independent parts) - Chatbot AI fallback chain (5 models) + response cache - CSV inventory import tool + setup_instance.sh installer - Tablet-responsive CSS + sidebar toggle - Filters, export CSV, employee edit, business data save - Quotation system (WA→POS) with auto-print on confirmation - Live stats on landing page Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
284
pos/services/wa_quotation.py
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284
pos/services/wa_quotation.py
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"""
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WhatsApp Quotation Service — conversational quote builder.
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Tracks per-phone "open quotations" so a customer can ask about multiple
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parts over several messages and receive a single formatted quotation at
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the end.
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Flow:
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1. Customer asks about a part → bot shows local inventory match
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2. Customer says "cotizar" / "agregar" → last-shown part added to quote
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3. Repeat for more parts
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4. Customer says "enviar cotización" / "listo" → formatted quote sent
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5. Customer says "limpiar" / "nueva cotización" → quote cleared
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The quotation is stored in the tenant's existing `quotations` +
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`quotation_items` tables so it also appears in the POS quotation list.
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"""
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import re
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from datetime import date, timedelta
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# ─── Intent detection ────────────────────────────────────────────────
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# Commands the customer can type (case-insensitive, accent-insensitive)
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# NOTE: "si" is NOT here — it's handled as 'confirm' to avoid ambiguity
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# with "si" after a quotation was sent (which means "confirm order").
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_ADD_PATTERNS = re.compile(
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r'^(cotizar|agregar|agregalo|agrega|añadir|quiero ese|ese mero|'
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r'dame ese|lo quiero|me lo apartas|si.?cotiza)$',
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re.IGNORECASE
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)
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_SEND_PATTERNS = re.compile(
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r'^(enviar cotizaci[oó]n|listo|enviar|mandar cotizaci[oó]n|ya es todo|'
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r'eso es todo|mandame la cotizaci[oó]n|terminé|termine|ver cotizaci[oó]n|'
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r'mi cotizaci[oó]n|total|cuanto es)$',
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re.IGNORECASE
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)
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_CLEAR_PATTERNS = re.compile(
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r'^(limpiar|nueva cotizaci[oó]n|borrar cotizaci[oó]n|empezar de nuevo|cancelar cotizaci[oó]n)$',
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re.IGNORECASE
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)
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# "si", "va", "confirmo" — confirm the quotation (close it as accepted)
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_CONFIRM_PATTERNS = re.compile(
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r'^(si|sí|va|confirmo|confirmar|acepto|de acuerdo|ok|okay|dale)$',
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re.IGNORECASE
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)
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_QTY_PATTERN = re.compile(
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r'^(cotizar|agregar|dame|quiero)\s+(\d+)$',
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re.IGNORECASE
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)
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def detect_quote_intent(text, has_open_quote=False):
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"""Detect if the message is a quotation command.
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Args:
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text: the user's message
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has_open_quote: True if this phone has an active quotation
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Returns:
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('add', quantity) — add last part to quote
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('send', None) — send the full quotation
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('clear', None) — clear the quotation
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('confirm', None) — confirm/accept the quotation
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(None, None) — not a quote command, pass to AI
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"""
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if not text:
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return None, None
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t = text.strip()
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# Check for quantity: "cotizar 3", "agregar 5"
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qty_match = _QTY_PATTERN.match(t)
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if qty_match:
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return 'add', int(qty_match.group(2))
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if _ADD_PATTERNS.match(t):
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return 'add', 1
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if _SEND_PATTERNS.match(t):
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return 'send', None
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if _CLEAR_PATTERNS.match(t):
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return 'clear', None
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# "si" / "va" / "confirmo" — only counts as 'confirm' when there's
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# an open quote. Otherwise pass to the AI as normal conversation.
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if has_open_quote and _CONFIRM_PATTERNS.match(t):
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return 'confirm', None
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return None, None
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def confirm_quotation(tenant_conn, phone):
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"""Mark the open quotation as confirmed/accepted."""
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qid = get_open_quotation(tenant_conn, phone)
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if not qid:
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return None
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cur = tenant_conn.cursor()
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cur.execute("UPDATE quotations SET status = 'converted' WHERE id = %s", (qid,))
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tenant_conn.commit()
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cur.close()
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clear_last_shown(phone)
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return qid
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# ─── In-memory last-shown-part per phone ─────────────────────────────
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# Tracks what part the bot last showed so "cotizar" knows what to add.
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# Key: phone (clean, no @lid). Value: dict with inventory item info.
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_last_shown = {}
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def set_last_shown_part(phone, part_info):
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"""Store the last part shown to this phone number.
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part_info: dict with keys inventory_id, part_number, name, brand,
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price, stock, unit
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"""
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_last_shown[phone] = part_info
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def get_last_shown_part(phone):
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return _last_shown.get(phone)
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def clear_last_shown(phone):
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_last_shown.pop(phone, None)
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# ─── Quotation CRUD ─────────────────────────────────────────────────
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def get_open_quotation(tenant_conn, phone):
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"""Find an active quotation for this phone, or None."""
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cur = tenant_conn.cursor()
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cur.execute("""
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SELECT id FROM quotations
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WHERE notes LIKE %s AND status = 'active'
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ORDER BY created_at DESC LIMIT 1
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""", (f'%WA:{phone}%',))
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row = cur.fetchone()
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cur.close()
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return row[0] if row else None
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def create_quotation(tenant_conn, phone):
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"""Create a new quotation tagged with this phone number."""
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cur = tenant_conn.cursor()
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cur.execute("""
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INSERT INTO quotations (subtotal, tax_total, total, status, notes, valid_until)
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VALUES (0, 0, 0, 'active', %s, %s)
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RETURNING id
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""", (f'WA:{phone}', date.today() + timedelta(days=7)))
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qid = cur.fetchone()[0]
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tenant_conn.commit()
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cur.close()
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return qid
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def add_item_to_quotation(tenant_conn, quote_id, part_info, quantity=1):
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"""Add a part to an existing quotation and recalculate totals."""
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price = float(part_info.get('price') or 0)
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tax_rate = float(part_info.get('tax_rate') or 0.16)
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subtotal = round(price * quantity, 2)
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cur = tenant_conn.cursor()
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cur.execute("""
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INSERT INTO quotation_items
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(quotation_id, inventory_id, part_number, name, quantity, unit_price, tax_rate, subtotal)
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VALUES (%s, %s, %s, %s, %s, %s, %s, %s)
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""", (
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quote_id,
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part_info.get('inventory_id'),
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part_info.get('part_number', ''),
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part_info.get('name', ''),
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quantity,
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price,
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tax_rate,
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subtotal,
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))
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# Recalculate totals
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cur.execute("""
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SELECT COALESCE(SUM(subtotal), 0),
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COALESCE(SUM(subtotal * tax_rate), 0)
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FROM quotation_items WHERE quotation_id = %s
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""", (quote_id,))
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sub, tax = cur.fetchone()
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cur.execute("""
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UPDATE quotations SET subtotal = %s, tax_total = %s, total = %s
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WHERE id = %s
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""", (sub, tax, round(sub + tax, 2), quote_id))
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tenant_conn.commit()
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cur.close()
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return subtotal
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def get_quotation_detail(tenant_conn, quote_id):
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"""Return full quotation with items."""
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cur = tenant_conn.cursor()
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cur.execute("""
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SELECT id, subtotal, tax_total, total, status, valid_until, created_at
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FROM quotations WHERE id = %s
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""", (quote_id,))
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q = cur.fetchone()
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if not q:
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cur.close()
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return None
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cur.execute("""
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SELECT part_number, name, quantity, unit_price, tax_rate, subtotal
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FROM quotation_items WHERE quotation_id = %s ORDER BY id
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""", (quote_id,))
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items = cur.fetchall()
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cur.close()
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return {
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'id': q[0],
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'subtotal': float(q[1]),
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'tax_total': float(q[2]),
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'total': float(q[3]),
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'status': q[4],
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'valid_until': str(q[5]) if q[5] else None,
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'created_at': str(q[6]) if q[6] else None,
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'items': [{
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'part_number': it[0],
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'name': it[1],
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'quantity': it[2],
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'unit_price': float(it[3]),
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'tax_rate': float(it[4]),
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'subtotal': float(it[5]),
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} for it in items],
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}
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def clear_quotation(tenant_conn, phone):
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"""Cancel the open quotation for this phone."""
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qid = get_open_quotation(tenant_conn, phone)
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if qid:
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cur = tenant_conn.cursor()
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cur.execute("UPDATE quotations SET status = 'cancelled' WHERE id = %s", (qid,))
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tenant_conn.commit()
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cur.close()
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clear_last_shown(phone)
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return qid
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# ─── Format quotation for WhatsApp ──────────────────────────────────
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def format_quotation_wa(detail):
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"""Format a quotation as a WhatsApp-friendly text message."""
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if not detail or not detail.get('items'):
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return None
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lines = [
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f'📄 *COTIZACIÓN #{detail["id"]}*',
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f'Fecha: {detail["created_at"][:10] if detail.get("created_at") else "hoy"}',
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f'Vigencia: {detail.get("valid_until") or "7 días"}',
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'',
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'─────────────────────',
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]
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for i, item in enumerate(detail['items'], 1):
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qty = item['quantity']
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price = item['unit_price']
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sub = item['subtotal']
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lines.append(f'{i}. {item["name"]}')
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lines.append(f' #{item["part_number"]} × {qty} = ${sub:,.2f}')
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lines.append('─────────────────────')
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lines.append(f' Subtotal: ${detail["subtotal"]:,.2f}')
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lines.append(f' IVA: ${detail["tax_total"]:,.2f}')
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lines.append(f' *TOTAL: ${detail["total"]:,.2f}*')
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lines.append('')
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lines.append('_Responde "si" para confirmar el pedido._')
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lines.append('_Responde "limpiar" para empezar de nuevo._')
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return '\n'.join(lines)
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