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urieljareth
2026-06-10 02:04:37 -06:00
parent 1ba3d8dea4
commit 31cdce03a0
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api/app/services/excel_generator.py
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"""Excel Generator for Cotizador E3 — port of export/excel/route.ts using openpyxl."""
from __future__ import annotations
import io
import re
from datetime import datetime
from typing import Any
from openpyxl import Workbook
from openpyxl.styles import Alignment, Border, Font, PatternFill, Side
from openpyxl.utils import get_column_letter
from app.services.calculators import FASES_SHORT, bucefalo_precio
FASES_MAP = {0: "FASE 0", 1: "FASE 1", 2: "FASE 2", 3: "FASE 3"}
def _hex_to_fill(hex_color: str) -> PatternFill:
h = hex_color.lstrip("#")
return PatternFill(start_color=f"FF{h.upper()}", end_color=f"FF{h.upper()}", fill_type="solid")
def _argb(hex_color: str, alpha: str = "FF") -> str:
h = hex_color.lstrip("#")
if len(h) > 6:
h = h[:6]
return f"{alpha}{h.upper()}"
def _thin_border(color: str = "FFD1D5DB") -> Border:
side = Side(style="thin", color=color)
return Border(top=side, left=side, bottom=side, right=side)
def _sanitize_sheet_name(name: str) -> str:
name = name[:31]
return re.sub(r"[/\\*?\[\]:]", "", name)
def _set_col_widths(ws, widths: list[tuple[str, float]]):
for col_letter, width in widths:
ws.column_dimensions[col_letter].width = width
def generate_cotizacion_excel(data: dict[str, Any], saved: bool = False) -> bytes:
"""Generate a multi-sheet Excel workbook for a quotation.
Args:
data: dict with quotation data (same as PDF generator)
saved: if True, uses real quotation number instead of "BORRADOR"
"""
config_color = data.get("colorPrimario", "#2563eb")
PRIMARY = _argb(config_color)
PRIMARY_LIGHT = _argb(config_color, alpha="18")
SECONDARY = _argb(data.get("colorSecundario", "#1e293b"))
WHITE = "FFFFFFFF"
LIGHT_BG = "FFF8FAFC"
MUTED = "FF64748B"
BORDER_COLOR = "FFE2E8F0"
header_font = Font(bold=True, size=10, name="Calibri", color=WHITE)
label_font = Font(bold=True, size=10, name="Calibri", color=MUTED)
value_font = Font(size=10, name="Calibri")
bold_font = Font(bold=True, size=10, name="Calibri")
total_font = Font(bold=True, size=11, name="Calibri")
small_font = Font(italic=True, size=9, name="Calibri", color=MUTED)
fase_font = Font(bold=True, size=11, name="Calibri", color=PRIMARY)
primary_fill = PatternFill(start_color=PRIMARY, end_color=PRIMARY, fill_type="solid")
primary_light_fill = PatternFill(start_color=PRIMARY_LIGHT, end_color=PRIMARY_LIGHT, fill_type="solid")
secondary_fill = PatternFill(start_color=SECONDARY, end_color=SECONDARY, fill_type="solid")
light_fill = PatternFill(start_color=LIGHT_BG, end_color=LIGHT_BG, fill_type="solid")
white_fill = PatternFill(start_color=WHITE, end_color=WHITE, fill_type="solid")
razon_social = data.get("razonSocial", "Cotizador E3")
cliente_nombre = data.get("clienteNombre", "")
cliente_empresa = data.get("clienteEmpresa", "")
asesor_nombre = data.get("asesorNombre", "")
fecha = data.get("fecha", datetime.now())
vigencia = data.get("vigencia", datetime.now())
moneda = data.get("moneda", "MXN")
tipo_cambio = data.get("tipoCambio", "NA")
proyecto = data.get("proyecto", "MKT Digital")
esquema = data.get("esquemaPago", "Pago Unico/Mensual")
servicios = data.get("servicios", [])
plan_nivel = data.get("planBucefaloNivel")
numero_label = data.get("numero", "BORRADOR") if saved else "BORRADOR"
empresa = cliente_empresa or cliente_nombre
wb = Workbook()
wb.properties.creator = "Cotizador E3"
# ── HOJA RESUMEN ──────────────────────────────
ws = wb.active
ws.title = "HOJA RESUMEN"
ws.sheet_view.showGridLines = False
_set_col_widths(ws, [
("A", 3), ("B", 22), ("C", 22), ("D", 16),
("E", 38), ("F", 5), ("G", 20), ("H", 5),
("I", 20), ("J", 5), ("K", 18),
])
# Header banner
ws.merge_cells("B2:K2")
cell = ws["B2"]
cell.value = razon_social
cell.font = Font(bold=True, size=16, name="Calibri", color=WHITE)
cell.alignment = Alignment(vertical="center")
for col in range(1, 12):
ws.cell(row=2, column=col).fill = primary_fill
ws.merge_cells("B3:K3")
cell = ws["B3"]
cell.value = numero_label
cell.font = Font(bold=True, size=11, name="Calibri", color=WHITE)
cell.alignment = Alignment(vertical="center")
for col in range(1, 12):
ws.cell(row=3, column=col).fill = secondary_fill
# Info section
info_start = 5
info_rows = [
[("B", "En atencion a:"), ("C", cliente_nombre), ("E", "Empresa:"), ("F", cliente_empresa or "\u2014")],
[("B", "Proyecto:"), ("C", proyecto), ("E", "Moneda:"), ("F", moneda)],
[("B", "Asesor:"), ("C", asesor_nombre), ("E", "Tipo de Cambio:"), ("F", tipo_cambio)],
[("B", "Fecha:"), ("C", fecha), ("E", "Esquema de Pago:"), ("F", esquema)],
]
for i, row_data in enumerate(info_rows):
r = info_start + i
for col_letter, label, is_value in [
(row_data[0][0], row_data[0][1], False),
(row_data[1][0], row_data[1][1], True),
(row_data[2][0], row_data[2][1], False),
(row_data[3][0], row_data[3][1], True),
]:
cell = ws[f"{col_letter}{r}"]
cell.value = label
cell.font = value_font if is_value else label_font
# Vigencia
vigencia_row = info_start + 4
ws[f"B{vigencia_row}"].value = "Vigencia:"
ws[f"B{vigencia_row}"].font = label_font
ws[f"C{vigencia_row}"].value = vigencia
ws[f"C{vigencia_row}"].number_format = "DD/MM/YYYY"
ws[f"C{vigencia_row}"].font = value_font
# Services table
table_start = info_start + 6
cols = ["B", "C", "D", "K"]
headers = ["Fase", "Tipo de Pago", "Servicio", "Precio"]
ws.merge_cells(f"D{table_start}:J{table_start}")
for i, col_letter in enumerate(cols):
cell = ws[f"{col_letter}{table_start}"]
cell.value = headers[i]
cell.font = header_font
cell.fill = primary_fill
cell.alignment = Alignment(
horizontal="right" if i == len(cols) - 1 else "left",
vertical="center",
)
cell.border = _thin_border(PRIMARY)
ws.row_dimensions[table_start].height = 24
servicios_unicos = [s for s in servicios if s.get("tipoPago") == "unico"]
servicios_mensuales = [s for s in servicios if s.get("tipoPago") == "mensual"]
row = table_start + 1
current_fase = -1
for serv in servicios_unicos + servicios_mensuales:
fase = serv.get("fase", 0)
if fase != current_fase:
current_fase = fase
ws.merge_cells(f"B{row}:K{row}")
ws[f"B{row}"].value = FASES_MAP.get(fase, f"FASE {fase}")
ws[f"B{row}"].font = fase_font
for col in range(2, 12):
ws.cell(row=row, column=col).fill = primary_light_fill
row += 1
row_bg = light_fill if row % 2 == 0 else white_fill
ws[f"B{row}"].value = ""
ws[f"C{row}"].value = "Unico" if serv.get("tipoPago") == "unico" else "Mensual"
ws[f"C{row}"].font = value_font
ws.merge_cells(f"D{row}:J{row}")
ws[f"D{row}"].value = serv.get("nombre", "")
ws[f"D{row}"].font = value_font
ws[f"K{row}"].value = serv.get("precio", 0)
ws[f"K{row}"].number_format = "$#,##0.00"
ws[f"K{row}"].font = value_font
ws[f"K{row}"].alignment = Alignment(horizontal="right")
for col_letter in cols:
ws[f"{col_letter}{row}"].fill = row_bg
ws[f"{col_letter}{row}"].border = _thin_border(BORDER_COLOR)
row += 1
row += 1
total_unico = sum(s.get("precio", 0) for s in servicios_unicos)
ws.merge_cells(f"B{row}:J{row}")
ws[f"B{row}"].value = "Total Pago Unico"
ws[f"B{row}"].font = total_font
ws[f"K{row}"].value = total_unico
ws[f"K{row}"].number_format = "$#,##0.00"
ws[f"K{row}"].font = total_font
ws[f"K{row}"].alignment = Alignment(horizontal="right")
for col_letter in cols:
ws[f"{col_letter}{row}"].border = _thin_border(PRIMARY)
ws[f"{col_letter}{row}"].fill = primary_light_fill
row += 1
ws.merge_cells(f"B{row}:J{row}")
ws[f"B{row}"].value = "(+ IVA)"
ws[f"B{row}"].font = Font(italic=False, size=9, name="Calibri", color=MUTED)
row += 1
total_mensual = sum(s.get("precio", 0) for s in servicios_mensuales)
ws.merge_cells(f"B{row}:J{row}")
ws[f"B{row}"].value = "Total Pago Mensual"
ws[f"B{row}"].font = total_font
ws[f"K{row}"].value = total_mensual
ws[f"K{row}"].number_format = "$#,##0.00"
ws[f"K{row}"].font = total_font
ws[f"K{row}"].alignment = Alignment(horizontal="right")
for col_letter in cols:
ws[f"{col_letter}{row}"].border = _thin_border(PRIMARY)
ws[f"{col_letter}{row}"].fill = primary_light_fill
row += 1
ws.merge_cells(f"B{row}:J{row}")
ws[f"B{row}"].value = "(+ IVA)"
ws[f"B{row}"].font = Font(italic=False, size=9, name="Calibri", color=MUTED)
row += 2
if plan_nivel:
ws.merge_cells(f"B{row}:J{row}")
ws[f"B{row}"].value = f"CRM Bucefalo - {plan_nivel.capitalize()}"
ws[f"B{row}"].font = bold_font
ws[f"K{row}"].value = bucefalo_precio(plan_nivel)
ws[f"K{row}"].number_format = "$#,##0.00"
ws[f"K{row}"].font = bold_font
ws[f"K{row}"].alignment = Alignment(horizontal="right")
for col_letter in cols:
ws[f"{col_letter}{row}"].border = _thin_border(PRIMARY)
ws[f"{col_letter}{row}"].fill = primary_light_fill
row += 2
ws.merge_cells(f"B{row}:K{row}")
ws[f"B{row}"].value = "Todos los precios son en Moneda Nacional (MX), los precios no incluyen IVA. Vigencia de 15 dias habiles."
ws[f"B{row}"].font = small_font
# ── DETAIL SHEETS ──────────────────────────────
for serv in servicios:
safe_name = _sanitize_sheet_name(serv.get("nombre", "Servicio"))
dw = wb.create_sheet(title=safe_name)
dw.sheet_view.showGridLines = False
_set_col_widths(dw, [
("A", 3), ("B", 35), ("C", 5), ("D", 15), ("E", 5),
("F", 35), ("G", 5), ("H", 15), ("I", 5), ("J", 18),
])
fase = serv.get("fase", 0)
dw.merge_cells("B1:J1")
dw["B1"].value = f"{FASES_MAP.get(fase, f'FASE {fase}')} \u2014 {serv.get('nombre', '')}"
dw["B1"].font = Font(bold=True, size=14, name="Calibri", color=WHITE)
dw["B1"].alignment = Alignment(vertical="center")
for col in range(1, 11):
dw.cell(row=1, column=col).fill = primary_fill
dw.row_dimensions[1].height = 30
r = 3
dw[f"B{r}"].value = "Cliente:"
dw[f"B{r}"].font = label_font
dw[f"C{r}"].value = cliente_empresa or cliente_nombre
dw[f"C{r}"].font = bold_font
dw[f"F{r}"].value = "No. Cotizacion:"
dw[f"F{r}"].font = label_font
dw[f"G{r}"].value = numero_label
dw[f"G{r}"].font = bold_font
r += 2
dw[f"B{r}"].value = "Servicio:"
dw[f"B{r}"].font = label_font
dw[f"C{r}"].value = serv.get("nombre", "")
dw[f"C{r}"].font = Font(bold=True, size=12, name="Calibri", color=PRIMARY)
dw[f"F{r}"].value = "Tiempo de Entrega:"
dw[f"F{r}"].font = label_font
dw[f"G{r}"].value = serv.get("tiempoEntrega", "")
dw[f"G{r}"].font = value_font
r += 2
# Entregables header
for col_letter in ["B", "I"]:
dw[f"{col_letter}{r}"].fill = primary_fill
dw[f"{col_letter}{r}"].font = header_font
dw[f"B{r}"].value = "Entregable"
r += 1
entregables = serv.get("entregables", [])
for i, ent in enumerate(entregables):
bg = light_fill if i % 2 == 1 else white_fill
dw[f"B{i + r}"].value = f"{i + 1}. {ent}"
dw[f"B{i + r}"].font = value_font
dw[f"B{i + r}"].fill = bg
dw[f"B{i + r}"].border = _thin_border(BORDER_COLOR)
r += len(entregables) + 1
# Total
for col_letter in ["B", "I"]:
dw[f"{col_letter}{r}"].fill = primary_light_fill
dw[f"{col_letter}{r}"].border = _thin_border(PRIMARY)
tipo_label = "Unico" if serv.get("tipoPago") == "unico" else "Mensual"
dw[f"B{r}"].value = f"Total Pago {tipo_label}"
dw[f"B{r}"].font = total_font
dw[f"I{r}"].value = serv.get("precio", 0)
dw[f"I{r}"].number_format = "$#,##0.00"
dw[f"I{r}"].font = total_font
dw[f"I{r}"].alignment = Alignment(horizontal="right")
r += 1
dw[f"B{r}"].value = "(+ IVA)"
dw[f"B{r}"].font = Font(italic=False, size=9, name="Calibri", color=MUTED)
r += 2
dw.merge_cells(f"B{r}:J{r}")
dw[f"B{r}"].value = "Esta cotizacion tiene una vigencia de 15 dias habiles. Todos los precios en MXN, precios + IVA."
dw[f"B{r}"].font = small_font
r += 2
dw[f"B{r}"].value = razon_social
dw[f"B{r}"].font = Font(bold=True, size=10, name="Calibri", color=PRIMARY)
output = io.BytesIO()
wb.save(output)
return output.getvalue()