lambda-erp 0.1.21__tar.gz → 0.1.22__tar.gz

{lambda_erp-0.1.21 → lambda_erp-0.1.22}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: lambda-erp
-Version: 0.1.21
+Version: 0.1.22
 Summary: Core ERP logic - accounting, sales, purchasing, inventory
 Author: TORUS INVESTMENTS AG
 License-Expression: MIT

{lambda_erp-0.1.21 → lambda_erp-0.1.22}/api/chat.py

@@ -442,7 +442,7 @@ def api_rename_session(session_id: str, data: dict, user: dict = _Depends(get_cu
 # ---------------------------------------------------------------------------
 
 DOCUMENT_SLUGS = [
-    "quotation", "sales-order", "sales-invoice",
+    "quotation", "proposal", "sales-order", "sales-invoice",
     "purchase-order", "purchase-invoice",
     "payment-entry", "journal-entry", "stock-entry",
     "delivery-note", "purchase-receipt", "pos-invoice",
@@ -1542,7 +1542,7 @@ Lambda ERP has four roles:
 When a user asks you to do something they don't have permission for, explain what role is needed instead of attempting the action (the API will reject it anyway).
 
 ## Available Document Types (use the slug when calling tools)
-- **Selling:** quotation, sales-order, sales-invoice, pos-invoice
+- **Selling:** quotation, proposal, sales-order, sales-invoice, pos-invoice
 - **Buying:** purchase-order, purchase-invoice
 - **Accounting:** payment-entry, journal-entry, budget, subscription, bank-transaction
 - **Stock:** stock-entry, delivery-note, purchase-receipt
@@ -1560,6 +1560,15 @@ Shortcuts: Quotation can also convert directly to Sales Invoice or Delivery Note
 - **Sales Invoice:** Bills the customer. **Posts GL entries:** Debit Accounts Receivable, Credit Sales Revenue (+ Credit Tax Payable if taxes). Creates outstanding amount.
 - **Payment Entry (Receive):** Records customer payment. **Posts GL entries:** Debit Bank, Credit Accounts Receivable. Reduces invoice outstanding.
 
+### Proposal (Sammelofferte) — combine several offers into one PDF
+A **Proposal** bundles several EXISTING quotations into one branded, customer-facing PDF, each shown as a lettered position (A, B, C…). It is **print-only**: no financial or stock impact, it references the quotations without changing them, and it is **never submitted** — to deliver it you just generate its PDF.
+
+Shape (doctype slug `proposal`) — note it does NOT use `items`:
+- Parent fields: `title` (e.g. "Offerte"), `customer`, `company`, `proposal_date`, `partner_name`, `partner_email`, `cover_letter` (the intro/greeting letter text).
+- Child table `quotations[]` — one row per offer to include, in display order. Each row: `{"quotation": "<existing Quotation name>", "position_title": "...", "position_blurb": "...", "is_recommended": 0 or 1}`. Set `is_recommended: 1` on the offer you recommend (draws an "Empfehlung" badge). `position_title`/`position_blurb` are optional and default from the quotation.
+
+To build one: ensure each offer already exists as its own Quotation (create them first if needed), then `create_document(doctype="proposal", data={...})` referencing those quotations by name in `quotations[]`. Do NOT submit it; link the user to the PDF at `/api/documents/proposal/<name>/pdf` (and the editor at `/app/proposal/<name>`).
+
 ### Purchase Cycle
 Purchase Order → Purchase Receipt (receiving) / Purchase Invoice (billing) → Payment Entry
 

{lambda_erp-0.1.21 → lambda_erp-0.1.22}/lambda_erp/selling/proposal.py

@@ -18,6 +18,7 @@ cover letter and per-position copy aren't retyped), not to link the offers.
 
 from lambda_erp.model import Document
 from lambda_erp.database import get_db
+from lambda_erp.exceptions import DocumentStatusError
 
 
 class Proposal(Document):
@@ -39,6 +40,15 @@ class Proposal(Document):
         "quotations": {"quotation": "Quotation"},
     }
 
+    def submit(self):
+        # A Proposal is a print-only assembly — there is nothing to post. Guard
+        # against an accidental submit from the chat or API; you "deliver" it by
+        # generating its PDF, not by submitting.
+        raise DocumentStatusError(
+            "A Proposal (Sammelofferte) is print-only and is not submitted. "
+            "Generate its PDF instead."
+        )
+
     def before_save(self) -> None:
         # Denormalise the customer's display name so the list view has it without
         # a join. The PDF still looks the name up live at render time.

{lambda_erp-0.1.21 → lambda_erp-0.1.22}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "lambda-erp"
-version = "0.1.21"
+version = "0.1.22"
 description = "Core ERP logic - accounting, sales, purchasing, inventory"
 readme = "README.md"
 license = "MIT"