def test_merge_allowed_when_source_company_has_export_countries(self):
"""Test that merging is allowed if the source company has export countries."""
source_company = CompanyFactory()
CompanyExportCountryFactory(company=source_company)
CompanyExportCountryHistoryFactory(company=source_company)
target_company = CompanyFactory()
user = AdviserFactory()
merge_time = datetime(2011, 2, 1, 14, 0, 10, tzinfo=utc)
with freeze_time(merge_time):
merge_companies(source_company, target_company, user)
source_company.refresh_from_db()
assert source_company.archived
assert source_company.archived_by == user
assert source_company.archived_on == merge_time
assert source_company.archived_reason == (
f'This record is no longer in use and its data has been transferred '
f'to {target_company} for the following reason: Duplicate record.'
)
assert source_company.modified_by == user
assert source_company.modified_on == merge_time
assert source_company.transfer_reason == Company.TransferReason.DUPLICATE
assert source_company.transferred_by == user
assert source_company.transferred_on == merge_time
assert source_company.transferred_to == target_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_get_export_wins_one_merged_company_success(
self,
requests_mock,
):
"""Test get wins for both source and target, when a company was merged."""
source_company = CompanyFactory()
target_company = CompanyFactory()
user = create_test_user(
permission_codenames=(
CompanyPermission.view_export_win,
),
)
merge_companies(source_company, target_company, user)
requests_mock.register_uri(
'POST',
'/api/v1/company/match/',
[
{'text': self._get_matching_service_response([1, 2]), 'status_code': 200},
],
)
export_wins_response = {
'count': 2,
'next': None,
'previous': None,
'results': [
{
'id': 'e3013078-7b3e-4359-83d9-cd003a515521',
'date': '2016-05-25',
'created': '2020-02-18T15:36:02.782000Z',
'country': 'CA',
},
{
'id': 'e3013078-7b3e-4359-83d9-cd003a515234',
'date': '2016-07-25',
'created': '2020-04-18T15:36:02.782000Z',
'country': 'US',
},
],
}
export_wins_dynamic_response = HawkMockJSONResponse(
api_id=settings.EXPORT_WINS_HAWK_ID,
api_key=settings.EXPORT_WINS_HAWK_KEY,
response=export_wins_response,
)
requests_mock.get(
'/wins/match?match_id=1,2',
status_code=200,
text=export_wins_dynamic_response,
)
api_client = self.create_api_client(user=user)
url = reverse('api-v4:company:export-win', kwargs={'pk': target_company.id})
response = api_client.get(url)
assert response.status_code == 200
assert response.json() == export_wins_response
def test_merge_fails_when_not_allowed(
self,
is_company_a_valid_merge_source_mock,
is_company_a_valid_merge_target_mock,
valid_source,
valid_target,
):
"""
Test that perform_merge() raises MergeNotAllowedError when the merge is not
allowed.
"""
is_company_a_valid_merge_source_mock.return_value = valid_source
is_company_a_valid_merge_target_mock.return_value = valid_target
source_company = CompanyFactory()
target_company = CompanyFactory()
user = AdviserFactory()
with pytest.raises(MergeNotAllowedError):
merge_companies(source_company, target_company, user)
def test_merge_when_both_companies_on_same_company_list(self):
"""
Test that if both the source and target company are on the same company list,
the merge is successful and the two list items are also merged.
"""
source_company = CompanyFactory()
target_company = CompanyFactory()
company_list = CompanyListFactory()
CompanyListItemFactory(list=company_list, company=source_company)
CompanyListItemFactory(list=company_list, company=target_company)
user = AdviserFactory()
merge_companies(source_company, target_company, user)
assert not CompanyListItem.objects.filter(
list=company_list,
company=source_company,
).exists()
assert CompanyListItem.objects.filter(list=company_list, company=target_company).exists()
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 _perform_merge(request, source_company, target_company, model_admin):
try:
merge_results = merge_companies(source_company, target_company,
request.user)
except MergeNotAllowedError:
failure_msg = MERGE_FAILURE_MSG.format(
source_company=source_company,
target_company=target_company,
)
model_admin.message_user(request, failure_msg, django_messages.ERROR)
return False
reversion.set_comment(REVERSION_REVISION_COMMENT)
success_msg = _build_success_msg(source_company, target_company,
merge_results)
model_admin.message_user(request, success_msg, django_messages.SUCCESS)
return True
def test_merge_investment_projects_succeeds(self, fields):
"""
Tests that perform_merge() moves investment projects to the target company and marks the
source company as archived and transferred.
"""
creation_time = datetime(2010, 12, 1, 15, 0, 10, tzinfo=utc)
with freeze_time(creation_time):
source_company = CompanyFactory()
investment_project = InvestmentProjectFactory(
**{field: source_company
for field in fields}, )
target_company = CompanyFactory()
user = AdviserFactory()
merge_time = datetime(2011, 2, 1, 14, 0, 10, tzinfo=utc)
with freeze_time(merge_time):
result = merge_companies(source_company, target_company, user)
other_fields = set(INVESTMENT_PROJECT_COMPANY_FIELDS) - set(fields)
assert result == {
# each interaction has a contact, that's why 4 contacts should be moved
CompanyListItem: {
'company': 0
},
Contact: {
'company': 0
},
Interaction: {
'company': 0
},
InvestmentProject: {
**{field: 1
for field in fields},
**{field: 0
for field in other_fields},
},
Order: {
'company': 0
},
}
investment_project.refresh_from_db()
assert all(
getattr(investment_project, field) == target_company
for field in fields)
assert all(
getattr(investment_project, field) != target_company
for field in other_fields)
assert all(
getattr(investment_project, field) != source_company
for field in other_fields)
assert investment_project.modified_on == creation_time
source_company.refresh_from_db()
assert source_company.archived
assert source_company.archived_by == user
assert source_company.archived_on == merge_time
assert source_company.archived_reason == (
f'This record is no longer in use and its data has been transferred '
f'to {target_company} for the following reason: Duplicate record.')
assert source_company.modified_by == user
assert source_company.modified_on == merge_time
assert source_company.transfer_reason == Company.TRANSFER_REASONS.duplicate
assert source_company.transferred_by == user
assert source_company.transferred_on == merge_time
assert source_company.transferred_to == target_company
def test_merge_interactions_contacts_succeeds(
self,
factory_relation_kwarg,
creates_contacts,
num_related_objects,
):
"""
Tests that perform_merge() moves contacts and interactions to the target company,
and marks the source company as archived and transferred.
"""
creation_time = datetime(2010, 12, 1, 15, 0, 10, tzinfo=utc)
with freeze_time(creation_time):
source_company = _company_factory(
**{factory_relation_kwarg: num_related_objects}, )
target_company = CompanyFactory()
user = AdviserFactory()
source_interactions = list(source_company.interactions.all())
source_contacts = list(source_company.contacts.all())
source_orders = list(source_company.orders.all())
source_company_list_items = list(
source_company.company_list_items.all())
# Each interaction and order has a contact, so actual number of contacts is
# source_num_interactions + source_num_contacts + source_num_orders
assert len(source_contacts) == (num_related_objects
if creates_contacts else 0)
merge_time = datetime(2011, 2, 1, 14, 0, 10, tzinfo=utc)
with freeze_time(merge_time):
result = merge_companies(source_company, target_company, user)
assert result == {
CompanyListItem: {
'company': len(source_company_list_items)
},
Contact: {
'company': len(source_contacts)
},
Interaction: {
'company': len(source_interactions)
},
InvestmentProject:
{field: 0
for field in INVESTMENT_PROJECT_COMPANY_FIELDS},
Order: {
'company': len(source_orders)
},
}
for obj in chain(source_interactions, source_contacts, source_orders):
obj.refresh_from_db()
assert all(obj.company == target_company
for obj in source_interactions)
assert all(obj.modified_on == creation_time
for obj in source_interactions)
assert all(obj.company == target_company for obj in source_contacts)
assert all(obj.modified_on == creation_time for obj in source_contacts)
assert all(obj.company == target_company for obj in source_orders)
assert all(obj.modified_on == creation_time for obj in source_orders)
source_company.refresh_from_db()
assert source_company.archived
assert source_company.archived_by == user
assert source_company.archived_on == merge_time
assert source_company.archived_reason == (
f'This record is no longer in use and its data has been transferred '
f'to {target_company} for the following reason: Duplicate record.')
assert source_company.modified_by == user
assert source_company.modified_on == merge_time
assert source_company.transfer_reason == Company.TRANSFER_REASONS.duplicate
assert source_company.transferred_by == user
assert source_company.transferred_on == merge_time
assert source_company.transferred_to == target_company
