Example #1
0
    def test_spi_fields_are_serialised(self, data_flow_api_client,
                                       ist_adviser):
        """Test that SPI fields are serialised."""
        pm_assigned_by = AdviserFactory()
        pm_assigned_on = now()
        investment_project = VerifyWinInvestmentProjectFactory(
            project_manager=ist_adviser,
            project_manager_first_assigned_on=pm_assigned_on,
            project_manager_first_assigned_by=pm_assigned_by,
        )
        spi1 = InvestmentProjectInteractionFactory(
            investment_project=investment_project,
            service_id=ServiceConstant.
            investment_enquiry_requested_more_information.value.id,
        )
        spi2 = InvestmentProjectInteractionFactory(
            investment_project=investment_project,
            service_id=ServiceConstant.investment_enquiry_assigned_to_ist_cmc.
            value.id,
        )
        with freeze_time('2017-01-01'):
            investment_project.stage_id = InvestmentProjectStageConstant.won.value.id
            investment_project.save()

        spi5 = InvestmentProjectInteractionFactory(
            investment_project=investment_project,
            service_id=ServiceConstant.investment_ist_aftercare_offered.value.
            id,
        )

        response = data_flow_api_client.get(self.view_url)
        assert response.status_code == status.HTTP_200_OK

        response_results = response.json()['results']
        assert response_results == [
            {
                'enquiry_processed': spi1.created_on.isoformat(),
                'enquiry_type': spi1.service.name,
                'enquiry_processed_by_id': str(spi1.created_by.id),
                'assigned_to_ist': spi2.created_on.isoformat(),
                'project_manager_assigned': pm_assigned_on.isoformat(),
                'project_manager_assigned_by_id': str(pm_assigned_by.id),
                'investment_project_id': str(investment_project.id),
                'project_moved_to_won': '2017-01-01T00:00:00+00:00',
                'aftercare_offered_on': spi5.created_on.isoformat(),
                'propositions': [],
            },
        ]
def test_can_get_spi5_start_and_end(spi_report, ist_adviser):
    """Tests if we can see spi5 start and end dates."""
    investment_project = VerifyWinInvestmentProjectFactory(
        project_manager=ist_adviser, )

    with freeze_time('2017-01-01'):
        investment_project.stage_id = InvestmentProjectStage.won.value.id
        investment_project.save()

    with freeze_time('2017-01-15'):
        InvestmentProjectInteractionFactory(
            service_id=Service.investment_ist_aftercare_offered.value.id,
            investment_project=investment_project,
        )

    rows = list(spi_report.rows())
    assert len(rows) == 1
    assert rows[0]['Project moved to won'] == '2017-01-01T00:00:00+00:00'
    assert rows[0]['Aftercare offered on'] == '2017-01-15T00:00:00+00:00'
def test_cannot_get_spi5_start_and_end_for_non_new_investor(
    spi_report,
    ist_adviser,
):
    """Tests if we are not going to see spi5 start and end dates if investor is not new."""
    investment_project = VerifyWinInvestmentProjectFactory(
        project_manager=ist_adviser,
        investor_type_id=InvestorType.existing_investor.value.id,
    )

    with freeze_time('2017-01-01'):
        investment_project.stage_id = InvestmentProjectStage.won.value.id
        investment_project.save()

    with freeze_time('2017-01-15'):
        InvestmentProjectInteractionFactory(
            service_id=Service.investment_ist_aftercare_offered.value.id,
            investment_project=investment_project,
        )

    rows = list(spi_report.rows())
    assert len(rows) == 1
    assert 'Project moved to won' not in rows[0]
    assert 'Aftercare offered on' not in rows[0]
Example #4
0
def test_write_report(ist_adviser):
    """Test that SPI report CSV is generated correctly."""
    pm_assigned_by = AdviserFactory()
    pm_assigned_on = now()
    investment_project = VerifyWinInvestmentProjectFactory(
        project_manager=ist_adviser,
        project_manager_first_assigned_on=pm_assigned_on,
        project_manager_first_assigned_by=pm_assigned_by,
    )
    spi1 = InvestmentProjectInteractionFactory(
        investment_project=investment_project,
        service_id=ServiceConstant.investment_enquiry_requested_more_information.value.id,
    )
    spi2 = InvestmentProjectInteractionFactory(
        investment_project=investment_project,
        service_id=ServiceConstant.investment_enquiry_assigned_to_ist_cmc.value.id,
    )

    proposition = PropositionFactory(
        deadline='2017-01-05',
        status='ongoing',
        adviser=pm_assigned_by,
        investment_project=investment_project,
        created_by=ist_adviser,
    )

    investment_project.stage_id = InvestmentProjectStageConstant.won.value.id
    investment_project.save()

    spi5 = InvestmentProjectInteractionFactory(
        investment_project=investment_project,
        service_id=ServiceConstant.investment_ist_aftercare_offered.value.id,
    )

    lines = []
    file = Mock()
    file.write = lambda line: lines.append(line.decode('utf8'))
    write_report(file)

    headers = ','.join(SPIReport.field_titles.keys())
    assert lines[1] == f'{headers}\r\n'

    row = [
        str(investment_project.pk),
        investment_project.project_code,
        investment_project.name,
        investment_project.created_on.isoformat(),
        spi1.created_on.isoformat(),
        spi1.service.name,
        spi1.created_by.name,
        spi2.created_on.isoformat(),
        investment_project.project_manager_first_assigned_on.isoformat(),
        investment_project.project_manager_first_assigned_by.name,
        investment_project.stage_log.get(
            stage_id=InvestmentProjectStageConstant.won.value.id,
        ).created_on.isoformat(),
        spi5.created_on.isoformat(),
        f'{proposition.deadline};{proposition.status};;{proposition.adviser.name}',
    ]
    expected_line = ','.join(row)
    assert lines[2] == f'{expected_line}\r\n'