def setUp(self):
super(AddEstimates, self).setUp()
self.login_as_member('new')
# use post training project to require estimates
membership = models.Membership.objects.get(
member_id=self.member_id, giving_project_id=self.post_id)
member = models.Member.objects.get(pk=self.member_id)
member.current = membership.pk
member.save()
# create donors without estimates
donor = models.Donor(firstname='Al',
lastname='Bautista',
membership=membership)
donor.save()
self.donor_id1 = donor.pk
donor = models.Donor(firstname='Velcro',
lastname='Cat',
membership=membership)
donor.save()
self.donor_id2 = donor.pk
# set up base form POST data given 2 donors we just created
self.base_form_data = {
'form-MAX_NUM_FORMS': 2,
'form-INITIAL_FORMS': 2,
'form-TOTAL_FORMS': 2,
'form-0-donor': unicode(self.donor_id1),
'form-0-amount': u'',
'form-0-likelihood': u'',
'form-1-donor': unicode(self.donor_id2),
'form-1-amount': u'',
'form-1-likelihood': u'',
}
def test_estimates_done(self):
""" Verify add estimates form is not shown if contacts have estimates """
# use post-training membership
membership = models.Membership.objects.get(pk=self.post_id)
member = membership.member
member.current = self.post_id
member.save()
# create contacts with amount & likelihood
contact = models.Donor(firstname='Anna',
membership=membership,
amount=0,
likelihood=0)
contact.save()
contact = models.Donor(firstname='Banana',
membership=membership,
amount=567,
likelihood=34)
contact.save()
response = self.client.get(self.url)
# verify estimates form is not shown
self.assertTemplateNotUsed('fund/forms/add_estimates.html')
self.assertEqual(response.context['request'].membership, membership)
def setUp(self):
super(OverdueEmails, self).setUp()
self.login_as_member('new')
# create 2 donors on new member's pre membership
donor = models.Donor(firstname='En', membership_id=self.pre_id)
donor.save()
self.donor1 = donor.pk
donor = models.Donor(firstname='Tva', membership_id=self.pre_id)
donor.save()
self.donor2 = donor.pk
# create another member, membership, donor
member = models.Member.objects.create_with_user(email='*****@*****.**',
first_name='Two',
last_name='Dos')
member.save()
gp = models.GivingProject.objects.get(title='Post training')
membership = models.Membership(giving_project=gp,
member=member,
approved=True)
membership.save()
donor = models.Donor(firstname='Tre', membership=membership)
donor.save()
self.donor3 = donor.pk
def test_merge_duplicates(self):
""" Verify that duplicate contacts are merged before form is displayed
Add duplicates in all 3 ways (last, phone, email).
"""
unique_donors = models.Donor.objects.filter(
membership__member_id=self.member_id).count()
self.assertEqual(unique_donors, 8)
expect_to_contain = []
# create copies of existing donors from fixtures
# match by first + last name, add notes
donor = models.Donor.objects.get(pk=1)
self.assertTrue(donor.lastname)
self.assertEqual(donor.notes, '')
copy = models.Donor(membership_id=self.ship_id,
firstname=donor.firstname,
lastname=donor.lastname,
notes='Beep.')
copy.save()
expect_to_contain += [donor.firstname, donor.lastname, copy.notes]
# match by first + email
donor = models.Donor.objects.get(pk=2)
self.assertTrue(donor.email)
copy = models.Donor(membership_id=self.ship_id,
firstname=donor.firstname,
email=donor.email)
copy.save()
expect_to_contain += [donor.firstname, donor.email]
# match by first + phone, add last name
donor = models.Donor.objects.get(pk=3)
self.assertEqual(donor.lastname, '')
self.assertTrue(donor.phone)
copy = models.Donor(membership_id=self.ship_id,
firstname=donor.firstname,
lastname='Surname',
phone=donor.phone)
copy.save()
expect_to_contain += [donor.firstname, copy.lastname, donor.phone]
res = self.client.get(self.get_url, follow=True)
self.assertEqual(res.status_code, 200)
self.assertTemplateUsed(res, self.template)
formset = res.context['formset']
self.assertEqual(formset.initial_form_count(), unique_donors)
for expected_string in expect_to_contain:
self.assertContains(res, expected_string, 1)
def test_gift_notifications(self):
# enter gift received from donor
test_donor = models.Donor.objects.get(pk=self.donor_id)
test_donor.received_this = 100
test_donor.save()
member = models.Member.objects.create_with_user(email='*****@*****.**',
password='******',
first_name='A',
last_name='B')
membership = models.Membership(member=member, giving_project_id=1)
membership.save()
donor = models.Donor(membership=membership,
firstname='Greta',
lastname='Polkis',
received_next=55)
donor.save()
# run cron task
response = self.client.get(self.cron_url, follow=True)
self.assertEqual(response.status_code, 200)
# verify notification shows
response = self.client.get(self.url, follow=True)
self.assertTemplateUsed(response, 'fund/home.html')
self.assertContains(response, 'gift or pledge received')
self.assertContains(response, unicode(test_donor))
# verify notification doesn't show on reload
response = self.client.get(self.url, follow=True)
self.assertTemplateUsed(response, 'fund/home.html')
self.assertNotContains(response, 'gift or pledge received')
# verify emails sent
self.assertEqual(len(mail.outbox), 2)
testacct_emailed = False
abcd_emailed = False
for email in mail.outbox:
self.assertIn('gift or pledge received', email.body)
if email.to == [member.user.username]:
self.assertFalse(abcd_emailed)
self.assertIn(unicode(donor), email.body)
self.assertNotIn(unicode(test_donor), email.body)
abcd_emailed = True
elif email.to == [self.email]:
self.assertFalse(testacct_emailed)
self.assertIn(unicode(test_donor), email.body)
self.assertNotIn(unicode(donor), email.body)
testacct_emailed = True
else:
self.fail(
'Unexpected gift notification email recipient: {}'.format(
email.to))
self.assertTrue(abcd_emailed)
self.assertTrue(testacct_emailed)
def test_contacts_without_est(self):
""" Going to home page with contacts that do not have estimates """
# using pre-training membership
membership = models.Membership.objects.get(pk=self.pre_id)
# create contacts without amount or likelihood
contact1 = models.Donor(firstname='Anna', membership=membership)
contact1.save()
contact2 = models.Donor(firstname='Banana', membership=membership)
contact2.save()
response = self.client.get(self.url)
# verify estimates form is not shown
self.assertEqual(response.context['request'].membership, membership)
self.assertTemplateNotUsed('fund/forms/add_estimates.html')
# using post-training membership
member = membership.member
member.current = self.post_id
member.save()
membership = models.Membership.objects.get(pk=self.post_id)
# move created contacts to current membership
contact1.membership = membership
contact1.save()
contact2.membership = membership
contact2.save()
response = self.client.get(self.url, follow=True)
# verify estimates form is shown
self.assertTemplateUsed('fund/forms/add_estimates.html')
self.assertEqual(response.context['request'].membership, membership)
def test_same_member(self):
""" overdue step in two memberships for same member """
donor = models.Donor(membership_id=self.post_id, firstname='Other')
donor.save()
step = models.Step(donor_id=self.donor1,
date=timezone.now() - timedelta(days=3))
step.save()
step = models.Step(donor=donor,
date=timezone.now() - timedelta(days=9))
step.save()
self.assertEqual(len(mail.outbox), 0)
response = self.client.get(self.url, follow=True)
self.assertEqual(response.status_code, 200)
self.assertEqual(len(mail.outbox), 2)
def setup_member(self, member):
self.member_id = member.pk
post_gp = models.GivingProject.objects.get(title="Post training")
post_ship = models.Membership(giving_project=post_gp,
member=member,
approved=True)
post_ship.save()
if member.first_name == 'current':
self.ship_id = post_ship.pk
member.current = post_ship.pk
member.save()
# create donor & step
donor = models.Donor(membership=post_ship,
firstname='Anna',
amount=500,
talked=True,
likelihood=50)
donor.save()
step = models.Step(donor=donor,
description='Talk to about project',
created=timezone.now(),
date='2013-04-06')
step.save()
self.donor_id = donor.pk
self.step_id = step.pk
elif member.first_name == 'new':
self.post_id = post_ship.pk
pre_gp = models.GivingProject.objects.get(title='Pre training')
pre_ship = models.Membership(giving_project=pre_gp,
member=member,
approved=True)
pre_ship.save()
self.pre_id = self.ship_id = pre_ship.pk
member.current = pre_ship.pk
member.save()
else:
raise Exception('setup_member got unexpected name: {}'.format(
member.first_name))
def test_basic(self):
# membership with a few donors, some progress
self.login_as_member('new')
ship_id = self.post_id
# first donor
donor = models.Donor(membership_id=ship_id,
firstname='Alice',
amount=240,
likelihood=75,
talked=True)
donor.save()
step = models.Step(donor=donor,
date='2015-04-01',
description='Talk',
completed='2015-04-01')
step.save()
step = models.Step(donor=donor, date='2015-5-25', description='Ask')
step.save()
# second donor
donor = models.Donor(membership_id=ship_id,
firstname='Bab',
talked=True,
amount=300,
likelihood=50,
asked=True,
promised=300,
received_this=100,
received_next=100)
donor.save()
step = models.Step(donor=donor,
date='2015-04-01',
description='Ask',
completed='2015-04-01',
asked=True)
step.save()
step = models.Step(donor=donor,
date='2015-04-08',
description='Follow upt',
completed='2015-04-08',
promised=300)
step.save()
step = models.Step(donor=donor, date='2015-5-25', description='Thank')
step.save()
donors = models.Donor.objects.filter(
membership_id=ship_id).prefetch_related('step_set')
progress, incomplete_steps = _compile_membership_progress(donors)
self.assertIsInstance(progress, dict)
self.assertEqual(progress['estimated'], 330)
self.assertEqual(progress['contacts'], 2)
self.assertEqual(progress['asked'], 1)
self.assertEqual(progress['talked'], 1)
self.assertEqual(progress['promised'], 100)
self.assertEqual(progress['received'], 200)
self.assertEqual(progress['contacts_remaining'], 0)
self.assertEqual(progress['togo'], 30)
self.assertEqual(len(incomplete_steps), 2)
for donor in donors:
self.assertIsInstance(donor.next_step, models.Step)
self.assertIs(type(donor.completed_steps), list)
self.assertTrue(len(donor.completed_steps) > 0)
def add_mult(request):
""" Add multiple contacts, with or without estimates
If a user enters duplicates (same first & last name), they'll get a
confirmation form before donors are saved
GET is via redirect from home, and should render top blocks as well as form
POST will be via AJAX and does not need block info
"""
membership = request.membership
est = membership.giving_project.require_estimates()
if est:
contact_formset = formset_factory(forms.MassDonor, extra=5)
else:
contact_formset = formset_factory(forms.MassDonorPre, extra=5)
empty_error = u''
if request.method == 'POST':
membership.last_activity = timezone.now()
membership.save()
formset = contact_formset(request.POST)
if formset.is_valid():
if formset.has_changed():
logger.info('AddMult valid formset')
# get list of existing donors to check for duplicates
donors = models.Donor.objects.filter(membership=membership)
donors = [unicode(donor) for donor in donors]
duplicates = []
for form in formset.cleaned_data:
if form: # ignore blank rows
confirm = form['confirm'] and form['confirm'] == '1'
if not confirm and (form['firstname'] + ' ' +
form['lastname'] in donors):
# this entry is a duplicate that has not yet been confirmed
initial = {
'firstname': form['firstname'],
'lastname': form['lastname'],
'confirm': u'1'
}
if est:
initial['amount'] = form['amount']
initial['likelihood'] = form['likelihood']
duplicates.append(initial)
else: # not a duplicate
if est:
contact = models.Donor(
membership=membership,
firstname=form['firstname'],
lastname=form['lastname'],
amount=form['amount'],
likelihood=form['likelihood'])
else:
contact = models.Donor(
membership=membership,
firstname=form['firstname'],
lastname=form['lastname'])
contact.save()
logger.info('contact created')
if duplicates:
logger.info('Showing confirmation page for duplicates: ' +
str(duplicates))
empty_error = (
u'<ul class="errorlist"><li>The contacts below have the '
'same name as contacts you have already entered. Press submit again '
'to confirm that you want to add them.</li></ul>')
if est:
contact_formset = formset_factory(forms.MassDonor)
else:
contact_formset = formset_factory(forms.MassDonorPre)
formset = contact_formset(initial=duplicates)
else: # saved successfully (no duplicates check needed)
return HttpResponse("success")
else: # empty formset
empty_error = u'<ul class="errorlist"><li>Please enter at least one contact.</li></ul>'
else: # invalid formset
logger.info(formset.errors)
return render(request, 'fund/forms/add_contacts.html', {
'formset': formset,
'empty_error': empty_error
})
else: # GET
formset = contact_formset()
steps, news, grants = _get_block_content(membership)
header = membership.giving_project.title
return render(
request, 'fund/forms/add_contacts.html', {
'1active': 'true',
'header': header,
'news': news,
'grants': grants,
'steps': steps,
'formset': formset
})
def copy_contacts(request):
# base formset
copy_formset = formset_factory(forms.CopyContacts, extra=0)
if request.method == 'POST':
logger.info(request.POST)
if 'skip' in request.POST:
logger.info('User skipping copy contacts')
request.membership.copied_contacts = True
request.membership.save()
return HttpResponse('success')
else:
formset = copy_formset(request.POST)
logger.info('Copy contracts submitted')
if formset.is_valid():
for form in formset.cleaned_data:
if form['select']:
contact = models.Donor(membership=request.membership,
firstname=form['firstname'],
lastname=form['lastname'],
phone=form['phone'],
email=form['email'],
notes=form['notes'])
contact.save()
logger.debug('Contact created')
request.membership.copied_contacts = True
request.membership.save()
return HttpResponse('success')
else: # invalid
logger.warning('Copy formset somehow invalid?! ' +
str(request.POST))
logger.warning(formset.errors)
else: # GET
all_donors = (models.Donor.objects.filter(
membership__member=request.membership.member).order_by(
'firstname', 'lastname', '-added'))
# extract name, contact info, notes. handle duplicates
initial_data = []
for donor in all_donors:
if (initial_data
and donor.firstname == initial_data[-1]['firstname'] and
(donor.lastname
and donor.lastname == initial_data[-1]['lastname']
or donor.phone and donor.phone == initial_data[-1]['phone']
or donor.email and donor.email == initial_data[-1]['email'])):
logger.info('Duplicate found! ' + str(donor))
initial_data[-1]['lastname'] = initial_data[-1][
'lastname'] or donor.lastname
initial_data[-1][
'phone'] = initial_data[-1]['phone'] or donor.phone
initial_data[-1][
'email'] = initial_data[-1]['email'] or donor.email
initial_data[-1]['notes'] += donor.notes
initial_data[-1]['notes'] = initial_data[-1][
'notes'][:253] # cap below field char limit
else: # not duplicate; add a row
initial_data.append({
'firstname': donor.firstname,
'lastname': donor.lastname,
'phone': donor.phone,
'email': donor.email,
'notes': donor.notes
})
logger.debug('Loading copy contacts formset')
logger.info('Initial data list of ' + str(len(initial_data)))
formset = copy_formset(initial=initial_data)
return render(request, 'fund/forms/copy_contacts.html',
{'formset': formset})