def create_next_year_std_missions(current,
target,
dryrun=True,
start_date=None,
end_date=None):
"""Create default set of mission for next year based on current holidays and nonprod missions
@current: current suffix
@target: target suffix
@dryrun: save new mission or just print its
@start_date: mission start boundary
@end_date: mission end boundary"""
for m in Mission.objects.exclude(nature="PROD").filter(active=True):
if not m.description or current not in m.description:
continue
new_mission = Mission(description=m.description.replace(
current, target),
subsidiary=m.subsidiary,
nature=m.nature,
billing_mode="TIME_SPENT",
probability=100,
probability_auto=False,
analytic_code=m.analytic_code,
start_date=start_date,
end_date=end_date)
print("Creating new mission %s" % new_mission)
if not dryrun:
new_mission.save()
def test_mission_timesheet(self):
self.client.login(username=TEST_USERNAME, password=TEST_PASSWORD)
current_month = date.today().replace(day=1)
next_month = nextMonth(current_month)
previous_month = previousMonth(current_month)
lead = Lead.objects.get(id=1)
c1 = Consultant.objects.get(id=1)
c2 = Consultant.objects.get(id=2)
mission = Mission(lead=lead, subsidiary_id=1, billing_mode="TIME_SPENT", nature="PROD", probability=100)
mission.save()
response = self.client.get(urlresolvers.reverse("staffing.views.mission_timesheet", args=[mission.id,]), follow=True, HTTP_X_REQUESTED_WITH="XMLHttpRequest")
self.assertEqual(response.status_code, 200)
self.assertEqual(response.context["margin"], 0)
self.assertEqual(response.context["objective_margin_total"], 0)
self.assertEqual(response.context["forecasted_unused"], 0)
self.assertEqual(response.context["current_unused"], 0)
self.assertEqual(response.context["avg_daily_rate"], 0)
# Add some forecast
Staffing(mission=mission, staffing_date=current_month, consultant=c1, charge=15).save()
Staffing(mission=mission, staffing_date=current_month, consultant=c2, charge=10).save()
Staffing(mission=mission, staffing_date=next_month, consultant=c1, charge=8).save()
Staffing(mission=mission, staffing_date=next_month, consultant=c2, charge=6).save()
# Add some timesheet - we fake with all charge on the first day
Timesheet(mission=mission, working_date=previous_month, consultant=c1, charge=8).save()
Timesheet(mission=mission, working_date=previous_month, consultant=c2, charge=5).save()
Timesheet(mission=mission, working_date=current_month, consultant=c1, charge=11).save()
Timesheet(mission=mission, working_date=current_month, consultant=c2, charge=9).save()
# Define objective rates for consultants
RateObjective(consultant=c1, start_date=previous_month, daily_rate=700).save()
RateObjective(consultant=c2, start_date=previous_month, daily_rate=1050).save()
# Add financial conditions for this mission
FinancialCondition(consultant=c1, mission=mission, daily_rate=800).save()
FinancialCondition(consultant=c2, mission=mission, daily_rate=1100).save()
# Define mission price
mission.price = 50
mission.save()
# Let's test if computation are rights
response = self.client.get(urlresolvers.reverse("staffing.views.mission_timesheet", args=[mission.id,]), follow=True, HTTP_X_REQUESTED_WITH="XMLHttpRequest")
self.assertEqual(response.status_code, 200)
self.assertEqual(response.context["margin"], 0) # That's because we are in fixed price
self.assertEqual(response.context["objective_margin_total"], 2600)
self.assertEqual(response.context["forecasted_unused"], 2.1)
self.assertEqual(response.context["current_unused"], 19.4)
# Switch to fixed price mission
mission.billing_mode = "FIXED_PRICE"
mission.save()
response = self.client.get(urlresolvers.reverse("staffing.views.mission_timesheet", args=[mission.id,]), follow=True, HTTP_X_REQUESTED_WITH="XMLHttpRequest")
self.assertEqual(response.status_code, 200)
self.assertEqual(response.context["margin"], 2.1)
self.assertEqual(response.context["objective_margin_total"], 2600)
self.assertEqual(response.context["forecasted_unused"], 0) # Unused is margin in fixes price :-)
self.assertEqual(response.context["current_unused"], 0) # idem
# Check mission data main table
data = response.context["mission_data"]
self.assertListEqual(data[0], [c2, [5, 9, 14, 15.4], [1, 6, 7, 7.7], [21, 23.1]])
self.assertListEqual(data[1], [c1, [8, 11, 19, 15.2], [4, 8, 12, 9.6], [31, 24.8]])
self.assertListEqual(data[2], [None, [13, 20, 33, 30.6], [5, 14, 19, 17.3], [52, 47.9],
[11.9, 18.7], [4.3, 13],
[915.4, 935, 927.3], [860, 928.6, 910.5]])
def create_default_mission(lead):
mission = Mission(lead=lead)
mission.price = lead.sales # Initialise with lead price
mission.subsidiary = lead.subsidiary
mission.responsible = lead.responsible
try:
mission.probability = lead.stateproba_set.get(state="WON").score
except StateProba.DoesNotExist:
# No state proba, leave mission proba default
pass
mission.save()
# Create default staffing
mission.create_default_staffing()
return mission
def create_next_year_std_missions(current, target, dryrun=True):
"""Create default set of mission for next year based on current holidays and nonprod missions
@current: current suffix
@target: target suffix
@dryrun: save new mission or just print its"""
for m in Mission.objects.exclude(nature="PROD").filter(active=True):
if not current in m.description:
continue
new_mission = Mission(description = m.description.replace(current, target),
subsidiary = m.subsidiary,
nature = m.nature,
billing_mode = "TIME_SPENT",
probability = 100,
probability_auto = False)
print("Creating new mission %s" % new_mission)
if not dryrun:
new_mission.save()
def create_default_mission(lead):
mission = Mission(lead=lead)
mission.price = lead.sales # Initialise with lead price
mission.subsidiary = lead.subsidiary
mission.responsible = lead.responsible
try:
mission.probability = lead.stateproba_set.get(state="WON").score
except StateProba.DoesNotExist:
# No state proba, leave mission proba default
pass
mission.save()
# Create default staffing
mission.create_default_staffing()
return mission
def test_mission_timesheet(self):
self.client.force_login(self.test_user)
current_month = date.today().replace(day=1)
next_month = nextMonth(current_month)
previous_month = previousMonth(current_month)
lead = Lead.objects.get(id=1)
c1 = Consultant.objects.get(id=1)
c2 = Consultant.objects.get(id=2)
mission = Mission(lead=lead, subsidiary_id=1, billing_mode="TIME_SPENT", nature="PROD", probability=100)
mission.save()
cache.clear() # avoid bad computation due to rates cache with previous values
response = self.client.get(urlresolvers.reverse("staffing:mission_timesheet", args=[mission.id,]), follow=True, HTTP_X_REQUESTED_WITH="XMLHttpRequest")
self.assertEqual(response.status_code, 200)
self.assertEqual(response.context["margin"], 0)
self.assertEqual(response.context["objective_margin_total"], 0)
self.assertEqual(response.context["forecasted_unused"], 0)
self.assertEqual(response.context["current_unused"], 0)
self.assertEqual(response.context["avg_daily_rate"], 0)
# Add some forecast
Staffing(mission=mission, staffing_date=current_month, consultant=c1, charge=15).save()
Staffing(mission=mission, staffing_date=current_month, consultant=c2, charge=10).save()
Staffing(mission=mission, staffing_date=next_month, consultant=c1, charge=8).save()
Staffing(mission=mission, staffing_date=next_month, consultant=c2, charge=6).save()
# Add some timesheet - we fake with all charge on the first day
Timesheet(mission=mission, working_date=previous_month, consultant=c1, charge=8).save()
Timesheet(mission=mission, working_date=previous_month, consultant=c2, charge=5).save()
Timesheet(mission=mission, working_date=current_month, consultant=c1, charge=11).save()
Timesheet(mission=mission, working_date=current_month, consultant=c2, charge=9).save()
# Define objective rates for consultants
RateObjective(consultant=c1, start_date=previous_month, rate=700, rate_type="DAILY_RATE").save()
RateObjective(consultant=c2, start_date=previous_month, rate=1050, rate_type="DAILY_RATE").save()
# Add financial conditions for this mission
FinancialCondition(consultant=c1, mission=mission, daily_rate=800).save()
FinancialCondition(consultant=c2, mission=mission, daily_rate=1100).save()
# Define mission price
mission.price = 50
mission.save()
# Let's test if computation are rights
cache.clear() # avoid bad computation due to rates cache with previous values
response = self.client.get(urlresolvers.reverse("staffing:mission_timesheet", args=[mission.id,]), follow=True, HTTP_X_REQUESTED_WITH="XMLHttpRequest")
self.assertEqual(response.status_code, 200)
self.assertEqual(response.context["margin"], 0) # That's because we are in fixed price
self.assertEqual(response.context["objective_margin_total"], 2600)
self.assertEqual(response.context["forecasted_unused"], 2.1)
self.assertEqual(response.context["current_unused"], 19.4)
# Switch to fixed price mission
mission.billing_mode = "FIXED_PRICE"
mission.save()
response = self.client.get(urlresolvers.reverse("staffing:mission_timesheet", args=[mission.id,]), follow=True, HTTP_X_REQUESTED_WITH="XMLHttpRequest")
self.assertEqual(response.status_code, 200)
self.assertEqual(response.context["margin"], 2.1)
self.assertEqual(response.context["objective_margin_total"], 2600)
self.assertEqual(response.context["forecasted_unused"], 0) # Unused is margin in fixes price :-)
self.assertEqual(response.context["current_unused"], 0) # idem
# Check mission data main table
data = list(response.context["mission_data"])
self.assertListEqual(data[0], [c2, [5, 9, 14, 15.4], [1, 6, 7, 7.7], [21, 23.1], None, None, None, None])
self.assertListEqual(data[1], [c1, [8, 11, 19, 15.2], [4, 8, 12, 9.6], [31, 24.8], None, None, None, None])
self.assertListEqual(data[2], [None, [13, 20, 33, 30.6], [5, 14, 19, 17.3], [52, 47.9],
[11.9, 18.7], [4.3, 13],
[915.4, 935, 927.3], [860, 928.6, 910.5]])
def test_turnover(self):
current_month = date.today().replace(day=1)
next_month = nextMonth(current_month)
previous_month = previousMonth(current_month)
lead = Lead.objects.get(id=1)
c1 = Consultant.objects.get(id=1)
c2 = Consultant.objects.get(id=2)
mission = Mission(lead=lead, subsidiary_id=1, billing_mode="TIME_SPENT", nature="PROD", probability=100)
mission.save()
cache.clear() # avoid bad computation due to rates cache with previous values
# Add some timesheet - we fake with all charge on the first day
Timesheet(mission=mission, working_date=previous_month, consultant=c1, charge=10).save()
Timesheet(mission=mission, working_date=previous_month, consultant=c2, charge=5).save()
Timesheet(mission=mission, working_date=current_month, consultant=c1, charge=10).save()
Timesheet(mission=mission, working_date=current_month, consultant=c2, charge=5).save()
# Add financial conditions for this mission
FinancialCondition(consultant=c1, mission=mission, daily_rate=2000).save()
FinancialCondition(consultant=c2, mission=mission, daily_rate=1000).save()
done_work = (10 + 10) * 2000 + (5 + 5) * 1000
# Define mission price
mission.price = 40
mission.billing_mode = "TIME_SPENT"
mission.save()
# In time spent, turnover is what we did
self.assertEqual(c1.get_turnover(end_date=next_month), 20 * 2000)
mission.billing_mode = "FIXED_PRICE"
mission.save()
# In fixed price, turnover is limited by price in proportion of all work
self.assertEqual(c1.get_turnover(end_date=next_month), 20 * 2000 * mission.price * 1000 / done_work)
self.assertEqual(c1.get_turnover(end_date=next_month) + c2.get_turnover(end_date=next_month), mission.price * 1000)
# Let add some margin by changing mission price.
mission.price = 60
mission.save()
self.assertEqual(c1.get_turnover(end_date=next_month), 20 * 2000) # like in time spent
self.assertEqual(c1.get_turnover(end_date=next_month) + c2.get_turnover(end_date=next_month), done_work)
# Let archive mission to validate margin
mission.active = False
mission.save()
self.assertEqual(c1.get_turnover(end_date=next_month), 20 * 2000 * mission.price * 1000 / done_work) # like in time spent
self.assertEqual(c1.get_turnover(end_date=next_month) + c2.get_turnover(end_date=next_month), mission.price * 1000)
send_lead_mail(lead,
request,
fromAddr=fromAddr,
fromName="%s %s" %
(request.user.first_name, request.user.last_name))
messages.add_message(
request, messages.INFO,
ugettext("Lead sent to business mailing list"))
except Exception, e:
messages.add_message(request, messages.ERROR,
ugettext("Failed to send mail: %s") % e)
# Create or update mission if needed
if lead.mission_set.count() == 0:
if lead.state in ("OFFER_SENT", "NEGOTIATION", "WON"):
mission = Mission(lead=lead)
mission.price = lead.sales # Initialise with lead price
mission.subsidiary = lead.subsidiary
mission.responsible = lead.responsible
mission.save()
# Create default staffing
mission.create_default_staffing()
messages.add_message(
request, messages.INFO,
ugettext("A mission has been initialized for this lead."))
for mission in lead.mission_set.all():
if mission.subsidiary != lead.subsidiary:
mission.subsidiary = lead.subsidiary
mission.save()
if lead.state == "WON":
change_message = ", ".join(updated_fields),
)
if mail:
try:
fromAddr = request.user.email or "*****@*****.**"
send_lead_mail(lead, request, fromAddr=fromAddr,
fromName="%s %s" % (request.user.first_name, request.user.last_name))
messages.add_message(request, messages.INFO, ugettext("Lead sent to business mailing list"))
except Exception, e:
messages.add_message(request, messages.ERROR, ugettext("Failed to send mail: %s") % e)
# Create or update mission if needed
if lead.mission_set.count() == 0:
if lead.state in ("OFFER_SENT", "NEGOTIATION", "WON"):
mission = Mission(lead=lead)
mission.price = lead.sales # Initialise with lead price
mission.subsidiary = lead.subsidiary
mission.responsible = lead.responsible
mission.save()
# Create default staffing
mission.create_default_staffing()
messages.add_message(request, messages.INFO, ugettext("A mission has been initialized for this lead."))
for mission in lead.mission_set.all():
if mission.subsidiary != lead.subsidiary:
mission.subsidiary = lead.subsidiary
mission.save()
if lead.state == "WON":
mission.probability = 100
mission.active = True
