admin / Apex
publicBid Management and Orchestration Tool with AI Capability
Apex / Synapse-Apexv2 / backend / app / routers / commercial.py
14504 B · main
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 | from datetime import datetime, timezone from decimal import Decimal from fastapi import APIRouter, Depends, HTTPException from sqlalchemy import select from sqlalchemy.orm import Session from app.ai import load_prompt from app.core.database import get_db from app.core.deps import audit, get_current_user, require_roles from app.models import ( ROLE_ADMIN, ROLE_APPROVER, ROLE_BID_MANAGER, ROLE_FINANCE, Bid, BidRequirement, BidResponse, CostLine, CostSheet, EffortRule, LicenceCost, Package, PricingScenario, ResourceType, User, ) from app.schemas import ( CostInputs, CostLineOut, CostLineUpdate, PricingIn, PricingOut, ) from app.services import ai from app.schemas import NonPeopleCostIn from app.services.costing import ( compute_effort_lines, compute_licence_lines, compute_non_people_lines, price_scenario, sheet_totals, ) router = APIRouter(prefix="/api/bids", tags=["commercial"]) finance = require_roles(ROLE_ADMIN, ROLE_FINANCE, ROLE_BID_MANAGER) # --- Module 3: cost sheet --- @router.post("/{bid_id}/cost/build") def build_cost(bid_id: int, body: CostInputs, db: Session = Depends(get_db), actor: User = Depends(finance)): bid = db.get(Bid, bid_id) if not bid: raise HTTPException(404, "Not found") rules = db.execute(select(EffortRule).where(EffortRule.active == True)).scalars().all() # noqa: E712 rt_map = {rt.id: rt for rt in db.execute(select(ResourceType)).scalars().all()} rule_dicts = [] for r in rules: rt = rt_map.get(r.resource_type_id) rule_dicts.append({ "name": r.name, "trigger": r.trigger, "endpoint_type": r.endpoint_type, "per_qty": r.per_qty, "resource_type_id": r.resource_type_id, "resource_name": rt.name if rt else "Resource", "hourly_cost_rate": rt.hourly_cost_rate if rt else Decimal("0"), "hours_recurring": r.hours_recurring, "hours_oneoff": r.hours_oneoff, }) licences = [{"name": l.name, "unit": l.unit, "unit_cost": l.unit_cost, "billing": l.billing} for l in db.execute(select(LicenceCost).where(LicenceCost.active == True)).scalars().all()] # noqa: E712 inputs = body.model_dump() inputs = _jsonable(inputs) # preserve any previously entered non-people costs unless the caller supplies them existing = db.query(CostSheet).filter(CostSheet.bid_id == bid_id).first() if not inputs.get("non_people") and existing: inputs["non_people"] = existing.inputs.get("non_people", []) lines = ( compute_effort_lines(rule_dicts, inputs) + compute_licence_lines(licences, inputs) + compute_non_people_lines(inputs) ) sheet = existing if sheet: for l in list(sheet.lines): db.delete(l) sheet.inputs = inputs else: sheet = CostSheet(bid_id=bid_id, inputs=inputs) db.add(sheet) db.flush() for ln in lines: db.add(CostLine( sheet_id=sheet.id, group=ln["group"], description=ln["description"], resource_type_id=ln.get("resource_type_id"), qty=ln["qty"], hours=ln["hours"], rate_snapshot=ln["rate_snapshot"], monthly=ln["monthly"], oneoff=ln["oneoff"], engine_value=ln["monthly"] + ln["oneoff"], overridden=False, )) db.commit() audit(db, actor, "cost_sheet_built", "bid", bid_id, bid_id=bid_id) return get_cost(bid_id, db) # type: ignore @router.post("/{bid_id}/cost/non-people") def add_non_people(bid_id: int, body: NonPeopleCostIn, db: Session = Depends(get_db), actor: User = Depends(finance)): sheet = db.query(CostSheet).filter(CostSheet.bid_id == bid_id).first() if not sheet: sheet = CostSheet(bid_id=bid_id, inputs={"endpoints": {}, "term_months": 12, "non_people": []}) db.add(sheet) db.flush() inputs = dict(sheet.inputs) items = list(inputs.get("non_people", [])) items.append({"description": body.description, "monthly": str(body.monthly), "oneoff": str(body.oneoff)}) inputs["non_people"] = items sheet.inputs = inputs _rebuild(db, bid_id, sheet, inputs) db.commit() audit(db, actor, "non_people_cost_added", "bid", bid_id, {"description": body.description}, bid_id=bid_id) return get_cost(bid_id, db) # type: ignore @router.delete("/{bid_id}/cost/non-people/{index}") def delete_non_people(bid_id: int, index: int, db: Session = Depends(get_db), actor: User = Depends(finance)): sheet = db.query(CostSheet).filter(CostSheet.bid_id == bid_id).first() if not sheet: raise HTTPException(404, "No cost sheet") inputs = dict(sheet.inputs) items = list(inputs.get("non_people", [])) if 0 <= index < len(items): items.pop(index) inputs["non_people"] = items sheet.inputs = inputs _rebuild(db, bid_id, sheet, inputs) db.commit() audit(db, actor, "non_people_cost_removed", "bid", bid_id, bid_id=bid_id) return get_cost(bid_id, db) # type: ignore def _rebuild(db: Session, bid_id: int, sheet, inputs: dict) -> None: """Recompute all engine lines from inputs (keeps non-people costs in sync).""" rules = db.execute(select(EffortRule).where(EffortRule.active == True)).scalars().all() # noqa: E712 rt_map = {rt.id: rt for rt in db.execute(select(ResourceType)).scalars().all()} rule_dicts = [] for r in rules: rt = rt_map.get(r.resource_type_id) rule_dicts.append({ "name": r.name, "trigger": r.trigger, "endpoint_type": r.endpoint_type, "per_qty": r.per_qty, "resource_type_id": r.resource_type_id, "resource_name": rt.name if rt else "Resource", "hourly_cost_rate": rt.hourly_cost_rate if rt else Decimal("0"), "hours_recurring": r.hours_recurring, "hours_oneoff": r.hours_oneoff, }) licences = [{"name": l.name, "unit": l.unit, "unit_cost": l.unit_cost, "billing": l.billing} for l in db.execute(select(LicenceCost).where(LicenceCost.active == True)).scalars().all()] # noqa: E712 lines = ( compute_effort_lines(rule_dicts, inputs) + compute_licence_lines(licences, inputs) + compute_non_people_lines(inputs) ) for l in list(sheet.lines): db.delete(l) db.flush() for ln in lines: db.add(CostLine( sheet_id=sheet.id, group=ln["group"], description=ln["description"], resource_type_id=ln.get("resource_type_id"), qty=ln["qty"], hours=ln["hours"], rate_snapshot=ln["rate_snapshot"], monthly=ln["monthly"], oneoff=ln["oneoff"], engine_value=ln["monthly"] + ln["oneoff"], overridden=False, )) @router.get("/{bid_id}/cost") def get_cost(bid_id: int, db: Session = Depends(get_db), _: User = Depends(get_current_user)): sheet = db.query(CostSheet).filter(CostSheet.bid_id == bid_id).first() if not sheet: return {"inputs": {}, "lines": [], "totals": None} lines = db.query(CostLine).filter(CostLine.sheet_id == sheet.id).all() term = int(sheet.inputs.get("term_months", 12)) line_dicts = [{"monthly": l.monthly, "oneoff": l.oneoff} for l in lines] return { "sheet_id": sheet.id, "inputs": sheet.inputs, "lines": [CostLineOut.model_validate(l).model_dump() for l in lines], "totals": sheet_totals(line_dicts, term), } @router.patch("/cost/lines/{line_id}") def update_line(line_id: int, body: CostLineUpdate, db: Session = Depends(get_db), actor: User = Depends(finance)): line = db.get(CostLine, line_id) if not line: raise HTTPException(404, "Not found") for k, v in body.model_dump(exclude_none=True).items(): setattr(line, k, v) line.overridden = True db.commit() audit(db, actor, "cost_line_overridden", "cost_line", line.id) return CostLineOut.model_validate(line).model_dump() # --- Module 4: pricing --- def _base_cost(db: Session, bid_id: int) -> tuple[Decimal, int]: sheet = db.query(CostSheet).filter(CostSheet.bid_id == bid_id).first() if not sheet: return Decimal("0"), 12 term = int(sheet.inputs.get("term_months", 12)) lines = db.query(CostLine).filter(CostLine.sheet_id == sheet.id).all() totals = sheet_totals([{"monthly": l.monthly, "oneoff": l.oneoff} for l in lines], term) return Decimal(str(totals["total_contract"])), term @router.get("/{bid_id}/pricing", response_model=list[PricingOut]) def list_pricing(bid_id: int, db: Session = Depends(get_db), _: User = Depends(get_current_user)): return db.query(PricingScenario).filter(PricingScenario.bid_id == bid_id).all() @router.post("/{bid_id}/pricing", response_model=PricingOut, status_code=201) def create_pricing(bid_id: int, body: PricingIn, db: Session = Depends(get_db), actor: User = Depends(finance)): base, term = _base_cost(db, bid_id) try: computed = price_scenario(base, body.risk_pct, body.mgmt_pct, body.margin_pct, term) except ValueError as e: raise HTTPException(400, str(e)) scenario = PricingScenario( bid_id=bid_id, name=body.name, risk_pct=body.risk_pct, mgmt_pct=body.mgmt_pct, margin_pct=body.margin_pct, computed=_jsonable(computed), ) # first scenario becomes selected if not db.query(PricingScenario).filter(PricingScenario.bid_id == bid_id).count(): scenario.selected = True db.add(scenario) db.commit() db.refresh(scenario) audit(db, actor, "pricing_scenario_created", "bid", bid_id, {"name": body.name}, bid_id=bid_id) return scenario @router.post("/pricing/{scenario_id}/justify") def justify(scenario_id: int, db: Session = Depends(get_db), actor: User = Depends(finance)): sc = db.get(PricingScenario, scenario_id) if not sc: raise HTTPException(404, "Not found") bid = db.get(Bid, sc.bid_id) system = load_prompt("pricing_justification") prompt = ( f"PRICING WATERFALL: {sc.computed}\n" f"RISK %: {sc.risk_pct} MGMT %: {sc.mgmt_pct} MARGIN %: {sc.margin_pct}\n" f"WIN THEMES: {bid.win_themes if bid else ''}" ) text, meta = ai.generate_text(system, prompt, max_tokens=2000) sc.justification_text = text db.commit() return {"justification": text, "meta": meta} @router.post("/pricing/{scenario_id}/select") def select_scenario(scenario_id: int, db: Session = Depends(get_db), actor: User = Depends(finance)): sc = db.get(PricingScenario, scenario_id) if not sc: raise HTTPException(404, "Not found") for other in db.query(PricingScenario).filter(PricingScenario.bid_id == sc.bid_id).all(): other.selected = (other.id == scenario_id) db.commit() return {"ok": True} # --- Module 6: package assembly --- @router.post("/{bid_id}/package/assemble") def assemble(bid_id: int, db: Session = Depends(get_db), actor: User = Depends(finance)): bid = db.get(Bid, bid_id) if not bid: raise HTTPException(404, "Not found") reqs = db.query(BidRequirement).filter(BidRequirement.bid_id == bid_id).all() sections = [] unanswered = 0 for r in reqs: resp = db.query(BidResponse).filter(BidResponse.requirement_id == r.id).first() text = (resp.final_text or resp.draft_text) if resp else "" approved = bool(resp and resp.status == "approved") if not approved: unanswered += 1 sections.append({"ref": r.ref, "question": r.question_text, "response": text, "approved": approved}) scenario = db.query(PricingScenario).filter( PricingScenario.bid_id == bid_id, PricingScenario.selected == True # noqa: E712 ).first() snapshot = { "bid": {"ref": bid.ref, "title": bid.title, "client": bid.client}, "sections": sections, "pricing": scenario.computed if scenario else None, "justification": scenario.justification_text if scenario else "", "unanswered": unanswered, } version = db.query(Package).filter(Package.bid_id == bid_id).count() + 1 pkg = Package(bid_id=bid_id, version=version, snapshot=snapshot, status="assembled" if unanswered == 0 else "incomplete") db.add(pkg) db.commit() db.refresh(pkg) audit(db, actor, "package_assembled", "bid", bid_id, {"version": version, "unanswered": unanswered}, bid_id=bid_id) return {"package_id": pkg.id, "version": version, "unanswered": unanswered, "snapshot": snapshot} @router.post("/package/{pkg_id}/approve") def approve_package(pkg_id: int, db: Session = Depends(get_db), actor: User = Depends(require_roles(ROLE_ADMIN, ROLE_APPROVER))): pkg = db.get(Package, pkg_id) if not pkg: raise HTTPException(404, "Not found") if pkg.snapshot.get("unanswered", 0) > 0: raise HTTPException(400, "Cannot approve: unanswered/unapproved requirements remain") pkg.status = "approved" pkg.approved_by = actor.id pkg.approved_at = datetime.now(timezone.utc) bid = db.get(Bid, pkg.bid_id) if bid and bid.state == "in_review": bid.state = "approved" db.commit() audit(db, actor, "package_approved", "package", pkg.id, {"version": pkg.version}, bid_id=pkg.bid_id) return {"ok": True, "status": pkg.status} @router.post("/package/{pkg_id}/request-changes") def request_changes(pkg_id: int, payload: dict, db: Session = Depends(get_db), actor: User = Depends(require_roles(ROLE_ADMIN, ROLE_APPROVER))): if not payload.get("comment"): raise HTTPException(400, "A comment is required") pkg = db.get(Package, pkg_id) if not pkg: raise HTTPException(404, "Not found") pkg.status = "changes_requested" bid = db.get(Bid, pkg.bid_id) if bid and bid.state in ("in_review", "approved"): bid.state = "in_progress" db.commit() audit(db, actor, "package_changes_requested", "package", pkg.id, {"comment": payload["comment"]}, bid_id=pkg.bid_id) return {"ok": True} @router.get("/{bid_id}/package") def get_package(bid_id: int, db: Session = Depends(get_db), _: User = Depends(get_current_user)): pkg = db.query(Package).filter(Package.bid_id == bid_id).order_by(Package.version.desc()).first() if not pkg: return None return {"package_id": pkg.id, "version": pkg.version, "status": pkg.status, "snapshot": pkg.snapshot} def _jsonable(d: dict) -> dict: import json return json.loads(json.dumps(d, default=str)) |