def _company_factory(
num_interactions=0,
num_contacts=0,
num_investment_projects=0,
num_orders=0,
num_referrals=0,
num_company_list_items=0,
num_pipeline_items=0,
):
"""
Factory for a company that has companies, interactions, investment projects and OMIS orders.
"""
company = CompanyFactory()
ContactFactory.create_batch(num_contacts, company=company)
CompanyInteractionFactory.create_batch(num_interactions, company=company)
CompanyReferralFactory.create_batch(num_referrals,
company=company,
contact=None)
OrderFactory.create_batch(num_orders, company=company)
CompanyListItemFactory.create_batch(num_company_list_items,
company=company)
PipelineItemFactory.create_batch(num_pipeline_items, company=company)
fields_iter = cycle(INVESTMENT_PROJECT_COMPANY_FIELDS)
fields = islice(fields_iter, 0, num_investment_projects)
InvestmentProjectFactory.create_batch(
num_investment_projects,
**{field: company
for field in fields},
)
return company
def test_merge_when_both_companies_are_on_pipeline_for_same_adviser(
self,
source_status,
target_status,
):
"""
Test that both source and target company are on pipeline for the same adviser
and same status. And the merge is successful.
"""
adviser = AdviserFactory()
source_company = CompanyFactory()
target_company = CompanyFactory()
PipelineItemFactory(
adviser=adviser,
company=source_company,
status=source_status,
)
PipelineItemFactory(
adviser=adviser,
company=target_company,
status=target_status,
)
user = AdviserFactory()
merge_companies(source_company, target_company, user)
assert not PipelineItem.objects.filter(
adviser=adviser,
company=source_company,
).exists()
assert PipelineItem.objects.filter(
adviser=adviser,
company=target_company,
).exists()
def test_no_change(s3_stubber, caplog):
"""Test that the command ignores records that haven't changed
or records with incorrect current values.
"""
caplog.set_level('WARNING')
old_sectors = SectorFactory.create_batch(
3,
segment=factory.Iterator(
['sector_1_old', 'sector_2_old', 'sector_3_old']),
)
pipeline_items = PipelineItemFactory.create_batch(
3,
sector_id=factory.Iterator([sector.pk for sector in old_sectors]),
)
new_sectors = SectorFactory.create_batch(
3,
segment=factory.Iterator(
['sector_1_new', 'sector_2_new', 'sector_3_new']),
)
bucket = 'test_bucket'
object_key = 'test_key'
csv_content = f"""id,old_sector_id,new_sector_id
{pipeline_items[0].pk},{old_sectors[0].pk},{new_sectors[0].pk}
{pipeline_items[1].pk},{old_sectors[1].pk},{old_sectors[1].pk}
{pipeline_items[2].pk},00000000-0000-0000-0000-000000000000,{new_sectors[2].pk}
"""
s3_stubber.add_response(
'get_object',
{
'Body': BytesIO(csv_content.encode(encoding='utf-8')),
},
expected_params={
'Bucket': bucket,
'Key': object_key,
},
)
call_command('update_pipeline_item_sector', bucket, object_key)
for pipeline_item in pipeline_items:
pipeline_item.refresh_from_db()
assert (
f'Not updating PipelineItem {pipeline_items[1]} as its sector has not changed'
) in caplog.text
assert (
f'Not updating PipelineItem {pipeline_items[2]} as its sector has not changed'
) in caplog.text
assert len(caplog.records) == 2
assert [pipeline_item.sector for pipeline_item in pipeline_items] == [
new_sectors[0],
old_sectors[1],
old_sectors[2],
]
def test_with_multiple_records(self, data_flow_api_client):
"""Test that endpoint returns correct number of records"""
with freeze_time('2019-01-01 12:30:00'):
item1 = PipelineItemFactory()
with freeze_time('2019-01-03 12:00:00'):
item2 = PipelineItemFactory()
with freeze_time('2019-01-01 12:00:00'):
item3 = PipelineItemFactory()
item4 = ArchivedPipelineItemFactory()
response = data_flow_api_client.get(self.view_url)
assert response.status_code == status.HTTP_200_OK
response_results = response.json()['results']
assert len(response_results) == 4
expected_list = sorted([item3, item4],
key=lambda x: x.pk) + [item1, item2]
for index, item in enumerate(expected_list):
assert str(item.id) == response_results[index]['id']
def _company_factory(
num_interactions=0,
num_contacts=0,
num_orders=0,
num_referrals=0,
num_company_list_items=0,
num_pipeline_items=0,
):
"""Factory for a company that has companies, interactions and OMIS orders."""
company = CompanyFactory()
ContactFactory.create_batch(num_contacts, company=company)
CompanyInteractionFactory.create_batch(num_interactions, company=company)
CompanyReferralFactory.create_batch(num_referrals,
company=company,
contact=None)
OrderFactory.create_batch(num_orders, company=company)
CompanyListItemFactory.create_batch(num_company_list_items,
company=company)
PipelineItemFactory.create_batch(num_pipeline_items, company=company)
return company
def test_non_existent_pipeline_item(s3_stubber, caplog):
"""Test that the command logs an error when the pipeline item PK does not exist."""
caplog.set_level('ERROR')
old_sectors = SectorFactory.create_batch(
3,
segment=factory.Iterator(
['sector_1_old', 'sector_2_old', 'sector_3_old']),
)
pipeline_items = PipelineItemFactory.create_batch(
3,
sector_id=factory.Iterator([sector.pk for sector in old_sectors]),
)
new_sectors = SectorFactory.create_batch(
3,
segment=factory.Iterator(
['sector_1_new', 'sector_2_new', 'sector_3_new']),
)
bucket = 'test_bucket'
object_key = 'test_key'
csv_content = f"""id,old_sector_id,new_sector_id
{pipeline_items[0].pk},{old_sectors[0].pk},{new_sectors[0].pk}
{pipeline_items[1].pk},{old_sectors[1].pk},{new_sectors[1].pk}
00000000-0000-0000-0000-000000000000,{old_sectors[2].pk},{new_sectors[2].pk}
"""
s3_stubber.add_response(
'get_object',
{
'Body': BytesIO(csv_content.encode(encoding='utf-8')),
},
expected_params={
'Bucket': bucket,
'Key': object_key,
},
)
call_command('update_pipeline_item_sector', bucket, object_key)
for pipeline_item in pipeline_items:
pipeline_item.refresh_from_db()
assert 'PipelineItem matching query does not exist' in caplog.text
assert len(caplog.records) == 1
assert [pipeline_item.sector for pipeline_item in pipeline_items] == [
new_sectors[0],
new_sectors[1],
old_sectors[2],
]
def test_audit_log(s3_stubber):
"""Test that reversion revisions are created."""
sectors = SectorFactory.create_batch(
3,
segment=factory.Iterator(['sector_1', 'sector_2', 'sector_3']),
)
pipeline_item_without_change = PipelineItemFactory(
sector_id=sectors[0].pk, )
pipeline_item_with_change = PipelineItemFactory(sector_id=sectors[1].pk, )
bucket = 'test_bucket'
object_key = 'test_key'
csv_content = f"""id,old_sector_id,new_sector_id
{pipeline_item_without_change.pk},{sectors[0].pk},{sectors[0].pk}
{pipeline_item_with_change.pk},{sectors[1].pk},{sectors[2].pk}
"""
s3_stubber.add_response(
'get_object',
{
'Body': BytesIO(csv_content.encode(encoding='utf-8')),
},
expected_params={
'Bucket': bucket,
'Key': object_key,
},
)
call_command('update_pipeline_item_sector', bucket, object_key)
versions = Version.objects.get_for_object(pipeline_item_without_change)
assert versions.count() == 0
versions = Version.objects.get_for_object(pipeline_item_with_change)
assert versions.count() == 1
assert versions[0].revision.get_comment(
) == 'PipelineItem sector correction.'
def test_merge_when_both_companies_are_on_pipeline_diff_adviser(self):
"""
Test that both source and target company are on pipeline with different advisers.
Merge is successful and both items are migrated to the target company.
"""
adviser_1 = AdviserFactory()
adviser_2 = AdviserFactory()
source_company = CompanyFactory()
target_company = CompanyFactory()
PipelineItemFactory(
adviser=adviser_1,
company=source_company,
status=PipelineItem.Status.LEADS,
)
PipelineItemFactory(
adviser=adviser_2,
company=target_company,
status=PipelineItem.Status.IN_PROGRESS,
)
user = AdviserFactory()
merge_companies(source_company, target_company, user)
assert not PipelineItem.objects.filter(
adviser=adviser_1,
company=source_company,
).exists()
assert PipelineItem.objects.filter(
adviser=adviser_1,
company=target_company,
).exists()
assert PipelineItem.objects.filter(
adviser=adviser_2,
company=target_company,
).exists()
def test_simulate(s3_stubber):
"""Test that the command simulates updates if --simulate is passed in."""
old_sectors = SectorFactory.create_batch(
3,
segment=factory.Iterator(
['sector_1_old', 'sector_2_old', 'sector_3_old']),
)
pipeline_items = PipelineItemFactory.create_batch(
3,
sector_id=factory.Iterator([sector.pk for sector in old_sectors]),
)
new_sectors = SectorFactory.create_batch(
3,
segment=factory.Iterator(
['sector_1_new', 'sector_2_new', 'sector_3_new']),
)
bucket = 'test_bucket'
object_key = 'test_key'
csv_content = f"""id,old_sector_id,new_sector_id
{pipeline_items[0].pk},{old_sectors[0].pk},{new_sectors[0].pk}
{pipeline_items[1].pk},{old_sectors[1].pk},{new_sectors[1].pk}
{pipeline_items[2].pk},{old_sectors[2].pk},{new_sectors[2].pk}
"""
s3_stubber.add_response(
'get_object',
{
'Body': BytesIO(csv_content.encode(encoding='utf-8')),
},
expected_params={
'Bucket': bucket,
'Key': object_key,
},
)
call_command('update_pipeline_item_sector',
bucket,
object_key,
simulate=True)
for pipeline_item in pipeline_items:
pipeline_item.refresh_from_db()
assert [pipeline_item.sector
for pipeline_item in pipeline_items] == old_sectors
def test_str(self):
"""Test the human friendly string representation of the object."""
pipeline_item = PipelineItemFactory()
status = f'{pipeline_item.company} - {pipeline_item.name} - {pipeline_item.status}'
assert str(pipeline_item) == status
def company_with_pipeline_items_factory():
"""Factory for a company that is on users' personal pipeline."""
company = CompanyFactory()
PipelineItemFactory.create_batch(3, company=company)
return company