def test_get_all_activity(self):
# First add some transactions, balances and eventlogs, and make sure the ActivityLogs are set
Fixture1.settings_event1()
Fixture1.transaction_event1()
Fixture1.populate_balance1() # 2 Activity lines
ActivityLogEvent.get(Event.APPROVE_SELECTED_SETTINGS)
ActivityLogEvent.get(Event.GOAL_BALANCE_CALCULATED)
ActivityLogEvent.get(Event.GOAL_DEPOSIT_EXECUTED)
url = '/api/v1/clients/{}/activity'.format(
Fixture1.personal_account1().primary_owner.id)
self.client.force_authenticate(
user=Fixture1.personal_account1().primary_owner.user)
response = self.client.get(url)
self.assertEqual(len(response.data), 4)
self.assertEqual(
response.data[3], {
'goal':
1,
'account':
1,
'time':
946684800,
'type':
ActivityLogEvent.get(
Event.APPROVE_SELECTED_SETTINGS).activity_log.id
}) # Setting change
self.assertEqual(
response.data[2], {
'balance':
0.0,
'time':
978220800,
'type':
ActivityLogEvent.get(
Event.GOAL_BALANCE_CALCULATED).activity_log.id
}) # Balance
self.assertEqual(
response.data[1], {
'balance':
3000.0,
'time':
978307200,
'type':
ActivityLogEvent.get(
Event.GOAL_BALANCE_CALCULATED).activity_log.id
}) # Balance
self.assertEqual(
response.data[0], {
'data': [3000.0],
'goal':
1,
'account':
1,
'time':
978307200,
'type':
ActivityLogEvent.get(
Event.GOAL_DEPOSIT_EXECUTED).activity_log.id
}) # Deposit
def test_get_all_activity(self):
# First add some transactions, balances and eventlogs, and make sure the ActivityLogs are set.
Fixture1.settings_event1()
Fixture1.transaction_event1()
Fixture1.populate_balance1() # 2 Activity lines
# We also need to activate the activity logging for the desired event types.
ActivityLogEvent.get(Event.APPROVE_SELECTED_SETTINGS)
ActivityLogEvent.get(Event.GOAL_BALANCE_CALCULATED)
ActivityLogEvent.get(Event.GOAL_DEPOSIT_EXECUTED)
url = '/api/v1/goals/{}/activity'.format(Fixture1.goal1().id)
self.client.force_authenticate(user=Fixture1.client1().user)
response = self.client.get(url)
self.assertEqual(response.status_code, status.HTTP_200_OK)
self.assertEqual(len(response.data), 4)
# Note the Goal not included in response as it is in request.
self.assertEqual(response.data[0], {'time': 946684800,
'type': ActivityLogEvent.get(Event.APPROVE_SELECTED_SETTINGS).activity_log.id}) # Setting change approval
self.assertEqual(response.data[1], {'balance': 0.0,
'time': 978220800,
'type': ActivityLogEvent.get(Event.GOAL_BALANCE_CALCULATED).activity_log.id}) # Balance
# Deposit. Note inclusion of amount, as we're looking at it from the goal perspective.
self.assertEqual(response.data[2], {'amount': 3000.0,
'data': [3000.0],
'time': 978307200,
'type': ActivityLogEvent.get(Event.GOAL_DEPOSIT_EXECUTED).activity_log.id})
self.assertEqual(response.data[3], {'balance': 3000.0,
'time': 978307200,
'type': ActivityLogEvent.get(Event.GOAL_BALANCE_CALCULATED).activity_log.id}) # Balance
def test_get_activity_types(self):
# Populate some activity type items
ActivityLog.objects.all().delete()
ActivityLogEvent.objects.all().delete()
ActivityLogEvent.get(Event.APPROVE_SELECTED_SETTINGS)
ActivityLogEvent.get(Event.GOAL_WITHDRAWAL_EXECUTED)
url = '/api/v1/settings/activity-types'
self.client.force_authenticate(user=Fixture1.client1().user)
response = self.client.get(url)
self.assertEqual(len(response.data), 2)
def test_event_memo(self):
'''
Tests event memos and assigning multiple events to one activity log item.
:return:
'''
# Add a public settings event with a memo
se = Fixture1.settings_event1()
EventMemo.objects.create(event=se,
comment='A memo for e1',
staff=False)
# Add a staff settings event with a memo
se2 = Fixture1.settings_event2()
EventMemo.objects.create(event=se2,
comment='A memo for e2',
staff=True)
# Add a transaction event without a memo
Fixture1.transaction_event1()
# We also need to activate the activity logging for the desired event types.
# We add selected and update to the same une to test that too
al = ActivityLog.objects.create(name="Settings Funk",
format_str='Settings messed with')
ActivityLogEvent.objects.create(
id=Event.APPROVE_SELECTED_SETTINGS.value, activity_log=al)
ActivityLogEvent.objects.create(
id=Event.UPDATE_SELECTED_SETTINGS.value, activity_log=al)
ActivityLogEvent.get(Event.GOAL_DEPOSIT_EXECUTED)
url = '/api/v1/goals/{}/activity'.format(Fixture1.goal1().id)
# Log in as a client and make sure I see the public settings event, and the transaction, not the staff entry.
self.client.force_authenticate(user=Fixture1.client1().user)
response = self.client.get(url)
self.assertEqual(response.status_code, status.HTTP_200_OK)
self.assertEqual(len(response.data), 3)
self.assertEqual(response.data[2]['memos'], ['A memo for e1'])
self.assertFalse('memos' in response.data[0])
self.assertFalse('memos' in response.data[1])
# Log in as the advisor and make sure I see all three events.
self.client.force_authenticate(user=Fixture1.advisor1().user)
response = self.client.get(url)
self.assertEqual(response.status_code, status.HTTP_200_OK)
self.assertEqual(len(response.data), 3)
self.assertEqual(response.data[2]['memos'], ['A memo for e1'])
self.assertEqual(response.data[1]['memos'], ['A memo for e2'])
self.assertFalse('memos' in response.data[0])
def get(request, obj):
if isinstance(obj, Goal):
goal = obj
goal_ids = [goal.id]
gct = ContentType.objects.get_for_model(Goal)
el_filter = (Q(content_type=gct, object_id__in=goal_ids))
elif isinstance(obj, ClientAccount):
goal = None
goal_ids = obj.goals.values_list('id', flat=True)
# Filter for only the events where the object is account or goal
ctm = ContentType.objects.get_for_models(ClientAccount, Goal)
el_filter = (Q(content_type=ctm[ClientAccount], object_id=obj.id)
| Q(content_type=ctm[Goal], object_id__in=goal_ids))
else:
raise Exception("object type: {} not supported.".format(type(obj)))
query_params = ActivityQueryParamSerializer.parse(request.query_params)
sd = query_params.get('sd', None)
ed = query_params.get('ed', None)
# Get the eventlog activity items
date_constraint = Q()
if sd is not None:
date_constraint &= Q(date__gte=sd)
if ed is not None:
date_constraint &= Q(date__lte=ed)
events = Log.objects.filter(el_filter
& date_constraint).prefetch_related('memos')
# Get all the transactions for the period
transactions = get_transactions(sd, ed, goal_ids)
items = parse_event_logs(request, events, transactions, goal)
# Get the balances
tp = ActivityLogEvent.get(Event.GOAL_BALANCE_CALCULATED).activity_log.id
qs = HistoricalBalance.objects.filter(
date_constraint,
goal__in=goal_ids).values('date').annotate(sum=Sum('balance'))
# Join the two lists to one sorted on date
items.extend([{
'type':
tp,
'time':
int((datetime.combine(bal['date'], time()) -
EPOCH_TM).total_seconds()),
'balance':
Decimal.from_float(bal['sum']).quantize(DEC_2PL)
} for bal in qs])
return Response(sorted(items, key=operator.itemgetter("time")))