test(opportunity-flow): align legacy quote stages with CREATE_QUOTE

app/domain/opportunity_flow/evidence.py

@@ -249,7 +249,15 @@ def build_opportunity_evidence(
 
     quote = _find_doc(docs, QUOTE_KINDS)
     invoice = _find_doc(docs, INVOICE_KINDS)
-    quote_sent = bool(quote) or _completed_send_quote_task_evidence(tasks)
+    # A existência do documento comercial prova apenas que o orçamento foi
+    # criado/associado. O envio ao cliente exige evidência própria.
+    #
+    # Compatibilidade histórica: QUOTE_SENT é também uma afirmação canónica
+    # explícita de que o orçamento já foi enviado.
+    quote_sent = (
+        stage == "QUOTE_SENT"
+        or _completed_send_quote_task_evidence(tasks)
+    )
 
     pending_task = None
     invalid_payment_task = None

app/domain/opportunity_flow/rules.py

@@ -8,6 +8,7 @@ from .types import (
     ACTION_CLOSE_OPPORTUNITY,
     ACTION_CONFIRM_PAYMENT,
     ACTION_CREATE_QUOTE,
+    ACTION_SEND_QUOTE,
     ACTION_FOLLOW_UP,
     ACTION_FOLLOW_UP_PAYMENT,
     ACTION_NO_ACTION,
@@ -123,16 +124,26 @@ def decide_blif_next_action(e: OpportunityEvidence, profile: CompanyWorkflowProf
         return OpportunityDecision(next_action, "Conflito fiscal/NIF bloqueia ações financeiras.", blocked_actions=blocked_actions, warnings=warnings, commercial_stage=COMMERCIAL_STAGE_REVIEW, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
 
     if not e.has_fiscal_customer:
-        blocked_actions.extend(_blocked(profile, code, "cliente fiscal por associar") for code in SENSITIVE_DOCUMENT_ACTIONS)
+        # A ausência de cliente fiscal é prontidão operacional, não intenção
-        next_action = _action(profile, ACTION_VALIDATE_FISCAL_CUSTOMER, "Associar/validar cliente fiscal antes de documentos oficiais.", priority="alta", target_url=f"/opportunities/{e.opportunity_id}#cliente" if e.opportunity_id else None)
+        # comercial. Não deve substituir a próxima ação da oportunidade.
-        return OpportunityDecision(next_action, "Cliente fiscal ainda não associado.", blocked_actions=blocked_actions, warnings=warnings, commercial_stage=COMMERCIAL_STAGE_REVIEW, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
+        # O bloqueio fiscal é aplicado apenas mais abaixo quando uma transição
+        # concreta (por exemplo faturação após pagamento confirmado) exige
+        # efetivamente os dados fiscais.
+        warnings.append(
+            "Cliente fiscal ainda não associado; validar apenas quando uma "
+            "operação documental atual exigir dados fiscais."
+        )
 
     if e.has_reconciliation_candidate:
         next_action = _action(profile, ACTION_RECONCILE_DOCUMENTS, f"Confirmar evidência encontrada: {e.reconciliation_label or 'documento/candidato'}.", priority="alta", target_url="/reconciliation")
         return OpportunityDecision(next_action, "Há evidência de reconciliação por validar.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_REVIEW, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
 
     if not e.has_quote and not e.has_invoice:
-        if e.quote_sent:
+        # Não promover automaticamente qualquer oportunidade para orçamento.
+        # A criação/reconciliação de orçamento só é trabalho atual quando o
+        # estágio comercial demonstra que o cliente pediu ou já recebeu um
+        # orçamento.
+        if e.stage == "QUOTE_SENT" and e.quote_sent:
             next_action = _action(
                 profile,
                 ACTION_RECONCILE_DOCUMENTS,
@@ -151,9 +162,26 @@ def decide_blif_next_action(e: OpportunityEvidence, profile: CompanyWorkflowProf
                 profile_name=profile.name,
                 decision_version=profile.version,
             )
-        next_action = _action(profile, ACTION_CREATE_QUOTE, "Criar/enviar orçamento antes de pedir pagamento ou emitir fatura.", target_url=f"/opportunities/{e.opportunity_id}#documentos" if e.opportunity_id else None)
+
-        available_actions.append(next_action)
+        if e.stage == "QUOTE_REQUESTED":
-        return OpportunityDecision(next_action, "Ainda não há orçamento/fatura associado.", available_actions=available_actions, warnings=warnings, commercial_stage=COMMERCIAL_STAGE_REVIEW, financial_state="no_document", physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
+            next_action = _action(
+                profile,
+                ACTION_CREATE_QUOTE,
+                "Criar/enviar orçamento solicitado pelo cliente.",
+                target_url=f"/opportunities/{e.opportunity_id}#documentos" if e.opportunity_id else None,
+            )
+            available_actions.append(next_action)
+            return OpportunityDecision(
+                next_action,
+                "Existe pedido de orçamento e ainda não há documento comercial associado.",
+                available_actions=available_actions,
+                warnings=warnings,
+                commercial_stage=COMMERCIAL_STAGE_REVIEW,
+                financial_state="no_document",
+                physical_state=_physical_state(e),
+                profile_name=profile.name,
+                decision_version=profile.version,
+            )
 
     if e.payment_terms == PAYMENT_AFTER_DELIVERY:
         if e.stage == "SHIPMENT_CREATED" and not e.payment_confirmed:
@@ -226,7 +254,9 @@ def decide_blif_next_action(e: OpportunityEvidence, profile: CompanyWorkflowProf
             next_action = _action(profile, ACTION_PREPARE_ORDER, "Pagamento após entrega: criar/associar venda Odoo e avançar preparação sem exigir pagamento confirmado.", priority="alta", target_url=f"/opportunities/{e.opportunity_id}#odoo" if e.opportunity_id else None)
             return OpportunityDecision(next_action, "Condição pós-entrega permite avançar Odoo/preparação sem pagamento prévio.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_IN_EXECUTION, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
         if e.odoo_ready and not e.order_shipped:
-            if not e.has_invoice and e.has_fiscal_customer and not e.fiscal_data_complete:
+            if not e.has_invoice and (
+                not e.has_fiscal_customer or not e.fiscal_data_complete
+            ):
                 blocked_actions.append(_blocked(profile, ACTION_SEND_INVOICE, "dados fiscais incompletos"))
                 next_action = _action(
                     profile,
@@ -265,21 +295,76 @@ def decide_blif_next_action(e: OpportunityEvidence, profile: CompanyWorkflowProf
             next_action = _action(profile, ACTION_WAIT_PRODUCTION, "Pagamento após entrega: venda Odoo criada; aguardar WH/OUT ficar pronto/concluído antes de emitir fatura.", priority="normal", target_url=f"/opportunities/{e.opportunity_id}#odoo" if e.opportunity_id else None)
             return OpportunityDecision(next_action, "Aguardar estado da encomenda/WH-OUT no Odoo; ordens de fabrico são apenas detalhe técnico.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_IN_EXECUTION, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
 
-    # Default/BLIF normal sequence: budget document, payment, invoice, then preparation/shipping.
+    # Um orçamento criado/associado ainda não significa orçamento enviado.
-    if e.payment_terms in {PAYMENT_BEFORE_SHIPPING, "", "undefined", "agreement"} and e.has_quote and not e.payment_confirmed:
+    # O envio ao cliente é uma obrigação humana/documental própria e deve
+    # acontecer antes de qualquer etapa de pagamento.
+    if (
+        e.has_quote
+        and not e.quote_sent
+        and not e.has_invoice
+        and not e.payment_confirmed
+    ):
         next_action = _action(
             profile,
-            ACTION_CONFIRM_PAYMENT,
+            ACTION_SEND_QUOTE,
-            f"Orçamento {e.quote_number or ''} associado. Confirmar pagamento antes de emitir fatura.",
+            f"Orçamento {e.quote_number or ''} criado/associado. Enviar o documento ao cliente.",
             priority="alta",
-            target_url=f"/opportunities/{e.opportunity_id}#operacao" if e.opportunity_id else None,
+            target_url=(
+                f"/tasks/{e.pending_task_id}"
+                if e.pending_task_id and e.pending_task_action_code == ACTION_SEND_QUOTE
+                else f"/opportunities/{e.opportunity_id}#documentos"
+                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 existe, mas ainda não há evidência de que tenha sido enviado ao cliente.",
+            available_actions=available_actions,
+            warnings=warnings,
+            commercial_stage=COMMERCIAL_STAGE_REVIEW,
+            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 e.has_fiscal_customer and not e.fiscal_data_complete:
+    # 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 e.quote_sent
+        and not e.has_invoice
+        and not e.payment_confirmed
+    ):
+        next_action = _action(
+            profile,
+            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,
+        )
+        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
+    ):
         blocked_actions.append(_blocked(profile, ACTION_SEND_INVOICE, "dados fiscais incompletos"))
         next_action = _action(
             profile,
@@ -379,5 +464,38 @@ def decide_blif_next_action(e: OpportunityEvidence, profile: CompanyWorkflowProf
         next_action = _action(profile, ACTION_PREPARE_ORDER, f"Fatura {e.invoice_number or ''} e pagamento confirmados. Criar/validar venda Odoo e preparação.", priority="alta", target_url=f"/opportunities/{e.opportunity_id}#odoo" if e.opportunity_id else None)
         return OpportunityDecision(next_action, "Fatura e pagamento OK; falta validar execução/Odoo.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_IN_EXECUTION, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
 
-    next_action = _action(profile, ACTION_FOLLOW_UP, "Rever tarefas, documentos e próximos contactos.", priority="baixa", target_url=f"/opportunities/{e.opportunity_id}" if e.opportunity_id else None)
+    if e.stage in {"NEW_LEAD", "INFO_REQUESTED", "INFO_SENT"}:
-    return OpportunityDecision(next_action, "Sem regra específica aplicável; manter em acompanhamento.", warnings=warnings, commercial_stage=COMMERCIAL_STAGE_QUOTE_SENT, financial_state=_financial_state(e), physical_state=_physical_state(e), profile_name=profile.name, decision_version=profile.version)
+        next_action = _action(
+            profile,
+            ACTION_NO_ACTION,
+            "Sem transição documental atual. Manter o estágio comercial e aguardar a próxima obrigação operacional real.",
+            target_url=f"/opportunities/{e.opportunity_id}" if e.opportunity_id else None,
+        )
+        return OpportunityDecision(
+            next_action,
+            "O estágio comercial atual não exige orçamento, faturação ou follow-up imediato gerado pelo motor central.",
+            warnings=warnings,
+            commercial_stage=e.stage,
+            financial_state=_financial_state(e),
+            physical_state=_physical_state(e),
+            profile_name=profile.name,
+            decision_version=profile.version,
+        )
+
+    next_action = _action(
+        profile,
+        ACTION_FOLLOW_UP,
+        "Rever tarefas, documentos e próximos contactos.",
+        priority="baixa",
+        target_url=f"/opportunities/{e.opportunity_id}" if e.opportunity_id else None,
+    )
+    return OpportunityDecision(
+        next_action,
+        "Sem regra específica aplicável; manter em acompanhamento.",
+        warnings=warnings,
+        commercial_stage=e.stage or COMMERCIAL_STAGE_QUOTE_SENT,
+        financial_state=_financial_state(e),
+        physical_state=_physical_state(e),
+        profile_name=profile.name,
+        decision_version=profile.version,
+    )

app/domain/opportunity_flow/types.py

@@ -21,7 +21,8 @@ ACTION_NO_ACTION = "NO_ACTION"
 ACTION_OPEN_TASK = "OPEN_TASK"
 ACTION_VALIDATE_FISCAL_CUSTOMER = "VALIDATE_FISCAL_CUSTOMER"
 ACTION_RECONCILE_DOCUMENTS = "RECONCILE_DOCUMENTS"
-ACTION_CREATE_QUOTE = "CREATE_JASMIN_QUOTE"
+ACTION_CREATE_QUOTE = "CREATE_QUOTE"
+ACTION_SEND_QUOTE = "SEND_QUOTE"
 ACTION_CONFIRM_PAYMENT = "CONFIRM_PAYMENT"
 ACTION_SEND_INVOICE = "SEND_INVOICE"
 ACTION_CONFIRM_ORDER = "CONFIRM_ORDER"

app/jasmin_service.py

@@ -609,7 +609,36 @@ async def create_quotation_for_opportunity(opportunity_id: str) -> Dict[str, Any
     except Exception:
         # operation_links é compatibilidade visual; não deve falhar o fluxo principal.
         pass
-    set_opportunity_stage(opportunity_id, "QUOTE_SENT", note="Orçamento Jasmin criado via ClientFlow.", created_by="jasmin_service")
+    # Criar o documento no Jasmin não significa que foi enviado ao cliente.
+    # Mantemos o estágio de pedido até a ação SEND_QUOTE ser concluída.
+    set_opportunity_stage(
+        opportunity_id,
+        "QUOTE_REQUESTED",
+        note="Orçamento criado no Jasmin; falta enviar ao cliente.",
+        created_by="jasmin_service",
+    )
+
+    # Materializar a próxima obrigação humana usando o mecanismo central,
+    # preservando idempotência, route, prioridade e ligação à oportunidade.
+    try:
+        from app.opportunity_next_action_service import get_opportunity_next_action
+        from app.opportunity_action_task_materializer import ensure_pending_task_for_next_action
+
+        ensure_pending_task_for_next_action(
+            opportunity_id,
+            get_opportunity_next_action(opportunity_id),
+            source="jasmin_quotation_created",
+            actor="jasmin_service",
+        )
+    except Exception as exc:
+        # O orçamento Jasmin já foi criado com sucesso. Uma falha de
+        # materialização não pode duplicar/reverter a criação externa.
+        print(
+            f"ClientFlow SEND_QUOTE materialization failed for opportunity "
+            f"{opportunity_id}: {exc}",
+            flush=True,
+        )
+
     return {"customer": customer, "quotation": doc, "quotation_id": quotation_id, "payload": payload}
 
 

app/opportunity_action_task_materializer.py

@@ -24,7 +24,8 @@ from app.work_center_action_policy import (
 
 # v4928.1.5.96 marker: MATERIALIZED_ACTIONS = {"SEND_INVOICE"}
 # v4928.1.5.105 marker: MATERIALIZED_ACTIONS = {"SEND_INVOICE", "FOLLOW_UP_PAYMENT"}
-MATERIALIZED_ACTIONS = {"SEND_INVOICE", "FOLLOW_UP_PAYMENT", "PREPARE_ORDER"}
+# v4928.1.5.116 marker: MATERIALIZED_ACTIONS = {"SEND_INVOICE", "FOLLOW_UP_PAYMENT", "PREPARE_ORDER"}
+MATERIALIZED_ACTIONS = {"SEND_QUOTE", "SEND_INVOICE", "FOLLOW_UP_PAYMENT", "PREPARE_ORDER"}
 # v4928.1.5.129: central workflow emits SHIP_ORDER; operator tasks persist CREATE_SHIPMENT.
 MATERIALIZED_ACTIONS.add("CREATE_SHIPMENT")
 MATERIALIZED_ACTIONS.add("VALIDATE_PHYSICAL_ORDER")
@@ -109,6 +110,7 @@ def ensure_pending_task_for_next_action(
         # pre-insert branch referenced these values before assignment.
         config = get_action_config(action_code)
         default_routes = {
+            "SEND_QUOTE": "vendas",
             "SEND_INVOICE": "financeiro",
             "FOLLOW_UP_PAYMENT": "financeiro",
             "PREPARE_ORDER": "operacoes",
@@ -125,6 +127,7 @@ def ensure_pending_task_for_next_action(
             route = "rever"
 
         default_labels = {
+            "SEND_QUOTE": "Enviar orçamento ao cliente",
             "SEND_INVOICE": "Enviar fatura ao cliente",
             "FOLLOW_UP_PAYMENT": "Follow-up pagamento",
             "PREPARE_ORDER": "Preparar encomenda / Odoo",
@@ -133,6 +136,7 @@ def ensure_pending_task_for_next_action(
             "REVIEW_RECONSTRUCTED_PROCESS": "Validar processo reconstruído",
         }
         default_descriptions = {
+            "SEND_QUOTE": "Orçamento criado/associado. Enviar PDF/proposta ao cliente e registar evidência.",
             "SEND_INVOICE": "Fatura criada/associada. Enviar PDF ao cliente e registar evidência.",
             "FOLLOW_UP_PAYMENT": "Encomenda concluída no Odoo/WH-OUT e fatura enviada. Acompanhar pagamento pós-entrega.",
             "PREPARE_ORDER": "Fatura e pagamento confirmados. Criar/validar venda Odoo e preparação da encomenda.",

tests/domain/opportunity_flow/test_v4928_1_5_60_company_workflow_profiles.py

@@ -1,5 +1,6 @@
 from app.domain.opportunity_flow import build_opportunity_evidence, decide_opportunity_next_action, load_company_profile
 from app.domain.opportunity_flow.audit import audit_decisions
+from app.domain.opportunity_flow.evidence import OpportunityEvidence
 
 
 def _profile():
@@ -16,18 +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"},
+            "id": "opp-1",
-        linked_documents=[{"id": "q1", "document_kind": "quotation", "document_number": "ORC.ORC2026.177", "total_amount": 202.95}],
+            "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():
@@ -106,7 +128,7 @@ def test_fiscal_conflict_blocks_financial_actions():
     decision = decide_opportunity_next_action(evidence, _profile())
     assert decision.next_action.code == "REVIEW"
     blocked = {a.code for a in decision.blocked_actions}
-    assert {"CONFIRM_PAYMENT", "SEND_INVOICE", "CREATE_JASMIN_QUOTE"} <= blocked
+    assert {"CONFIRM_PAYMENT", "SEND_INVOICE", "CREATE_QUOTE"} <= blocked
 
 
 def test_after_delivery_invoice_without_payment_allows_prepare_odoo_before_payment():
@@ -123,3 +145,165 @@ def test_after_delivery_invoice_without_payment_allows_prepare_odoo_before_payme
     decision = decide_opportunity_next_action(evidence, _profile())
     assert decision.next_action.code == "PREPARE_ORDER"
     assert "sem pagamento prévio" in decision.reason or "sem exigir pagamento" in decision.next_action.description
+
+
+def test_new_lead_without_fiscal_customer_does_not_make_fiscal_validation_primary():
+    evidence = build_opportunity_evidence(
+        {
+            "id": "opp-new-no-fiscal",
+            "stage": "NEW_LEAD",
+            "metadata": {"payment_terms": "before_shipping"},
+        },
+        linked_customer=None,
+        linked_documents=[],
+        operation_snapshot={"links": [], "cards": []},
+        fiscal_data_complete=False,
+    )
+
+    decision = decide_opportunity_next_action(evidence, _profile())
+
+    assert decision.next_action.code != "VALIDATE_FISCAL_CUSTOMER"
+    assert decision.financial_state == "no_document"
+
+
+def test_payment_confirmed_without_fiscal_customer_requires_fiscal_validation():
+    evidence = build_opportunity_evidence(
+        {
+            "id": "opp-paid-no-fiscal",
+            "stage": "PAYMENT_CONFIRMED",
+            "metadata": {"payment_terms": "before_shipping"},
+        },
+        linked_customer=None,
+        linked_documents=[
+            {
+                "id": "q-paid",
+                "document_kind": "quotation",
+                "document_number": "ORC.TEST.1",
+            }
+        ],
+        operation_snapshot={
+            "links": [
+                {
+                    "system": "clientflow",
+                    "external_type": "payment",
+                    "status": "confirmed",
+                }
+            ],
+            "cards": [],
+        },
+        fiscal_data_complete=False,
+    )
+
+    decision = decide_opportunity_next_action(evidence, _profile())
+
+    assert decision.next_action.code == "VALIDATE_FISCAL_CUSTOMER"
+    assert decision.financial_state == "payment_confirmed"
+
+
+def _base_no_document_evidence(stage: str):
+    return build_opportunity_evidence(
+        {
+            "id": f"opp-{stage.lower()}",
+            "stage": stage,
+            "metadata": {"payment_terms": "before_shipping"},
+        },
+        linked_customer=None,
+        linked_documents=[],
+        operation_snapshot={"links": [], "cards": []},
+        fiscal_data_complete=False,
+    )
+
+
+def test_new_lead_without_document_is_not_promoted_to_quote_or_fiscal():
+    decision = decide_opportunity_next_action(
+        _base_no_document_evidence("NEW_LEAD"),
+        _profile(),
+    )
+
+    assert decision.next_action.code == "NO_ACTION"
+    assert decision.commercial_stage == "NEW_LEAD"
+
+
+def test_info_sent_without_document_is_not_promoted_to_quote():
+    decision = decide_opportunity_next_action(
+        _base_no_document_evidence("INFO_SENT"),
+        _profile(),
+    )
+
+    assert decision.next_action.code == "NO_ACTION"
+    assert decision.commercial_stage == "INFO_SENT"
+
+
+def test_quote_requested_without_document_creates_quote():
+    decision = decide_opportunity_next_action(
+        _base_no_document_evidence("QUOTE_REQUESTED"),
+        _profile(),
+    )
+
+    assert decision.next_action.code == "CREATE_QUOTE"
+
+
+def test_quote_sent_without_linked_document_and_with_send_evidence_reconciles():
+    evidence = build_opportunity_evidence(
+        {
+            "id": "opp-quote-sent",
+            "stage": "QUOTE_SENT",
+            "metadata": {"payment_terms": "before_shipping"},
+        },
+        linked_customer=None,
+        linked_documents=[],
+        tasks=[
+            {
+                "id": "task-send-quote",
+                "action_code": "SEND_QUOTE",
+                "status": "completed",
+            }
+        ],
+        operation_snapshot={
+            "links": [],
+            "cards": [],
+        },
+        fiscal_data_complete=False,
+    )
+
+    decision = decide_opportunity_next_action(evidence, _profile())
+
+    assert decision.next_action.code == "RECONCILE_DOCUMENTS"
+
+
+def test_created_quote_must_be_sent_before_payment_confirmation():
+    evidence = OpportunityEvidence(
+        opportunity_id="opp-created-quote",
+        stage="QUOTE_REQUESTED",
+        has_fiscal_customer=True,
+        fiscal_identity_validated=True,
+        fiscal_data_complete=True,
+        has_quote=True,
+        quote_sent=False,
+        payment_confirmed=False,
+        quote_id="quote-1",
+        quote_number="ORC.TEST.1",
+    )
+
+    decision = decide_opportunity_next_action(evidence, _profile())
+
+    assert decision.next_action.code == "SEND_QUOTE"
+
+
+def test_sent_quote_can_advance_beyond_send_quote():
+    evidence = OpportunityEvidence(
+        opportunity_id="opp-sent-quote",
+        stage="QUOTE_SENT",
+        has_fiscal_customer=True,
+        fiscal_identity_validated=True,
+        fiscal_data_complete=True,
+        has_quote=True,
+        quote_sent=True,
+        payment_confirmed=False,
+        quote_id="quote-2",
+        quote_number="ORC.TEST.2",
+    )
+
+    decision = decide_opportunity_next_action(evidence, _profile())
+
+    assert decision.next_action.code != "SEND_QUOTE"

tests/test_v4928_1_5_122_stabilization_forecast.py

@@ -33,6 +33,7 @@ def test_pending_send_quote_task_is_not_sent_evidence():
 def test_quote_sent_without_document_requires_reconciliation():
     evidence = OpportunityEvidence(
         opportunity_id="opp-1",
+        stage="QUOTE_SENT",
         has_fiscal_customer=True,
         fiscal_identity_validated=True,
         fiscal_data_complete=True,
@@ -48,12 +49,13 @@ def test_quote_sent_without_document_requires_reconciliation():
 def test_no_quote_evidence_still_creates_quote():
     evidence = OpportunityEvidence(
         opportunity_id="opp-2",
+        stage="QUOTE_REQUESTED",
         has_fiscal_customer=True,
         fiscal_identity_validated=True,
         fiscal_data_complete=True,
     )
     decision = decide_blif_next_action(evidence, load_company_profile("blif"))
-    assert decision.next_action.code == "CREATE_JASMIN_QUOTE"
+    assert decision.next_action.code == "CREATE_QUOTE"
 
 
 def test_send_proforma_policy_schedules_payment_followup():