e26ab380fc
- Implement comprehensive tests for the ticket board provider to validate kanban and pipeline modes, including ticket movement and error handling. - Create tests for ticket status settable to ensure proper status selection logic. - Enhance web form model tests to cover ticket-specific fields and submission behavior. - Introduce CSV import sheet tests to verify file handling and error reporting. - Add deal aging badge tests to confirm correct display of aging statuses. - Implement tickets selection tests to ensure UI responsiveness and functionality at various screen sizes.
84 lines
2.8 KiB
Python
84 lines
2.8 KiB
Python
"""
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Opportunity workflow configuration.
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Rules about deal stages that do not depend on any one org's configuration.
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Which stages a pipeline has, what each is called and how long a deal may sit in
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it live on `DealStage`; this module holds the defaults a new pipeline is seeded
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with and the arithmetic every reader of those rows shares.
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"""
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import math
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from common.utils import STAGES
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# What a stage means, as opposed to what it is called. Won and lost are the
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# two closed kinds; every report, goal and dashboard figure reads the kind, so
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# renaming "Closed Won" to "Signed" changes a label and nothing else.
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OPEN = "open"
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WON = "won"
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LOST = "lost"
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STAGE_KINDS = ((OPEN, "Open"), (WON, "Won"), (LOST, "Lost"))
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CLOSED_KINDS = (WON, LOST)
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# Default probability for the seeded open stages (applied when a deal enters a
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# stage with probability 0/None). Won and lost are decided by kind instead, so
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# a custom-named won stage forecasts at 100 like the seeded one.
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STAGE_PROBABILITIES = {
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"PROSPECTING": 10,
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"QUALIFICATION": 25,
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"PROPOSAL": 50,
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"NEGOTIATION": 75,
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}
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def stage_probability(code, kind):
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"""The probability a deal takes on entering the stage `code` of `kind`."""
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if kind == WON:
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return 100
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if kind == LOST:
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return 0
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return STAGE_PROBABILITIES.get(code, 0)
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# Default expected days per seeded open stage for deal aging.
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DEFAULT_STAGE_EXPECTED_DAYS = {
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"PROSPECTING": 14,
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"QUALIFICATION": 14,
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"PROPOSAL": 10,
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"NEGOTIATION": 10,
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}
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# Red threshold multiplier: deal is "rotten" when days >= expected_days * ROTTEN_MULTIPLIER
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ROTTEN_MULTIPLIER = 1.5
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_SEEDED_KINDS = {"CLOSED_WON": WON, "CLOSED_LOST": LOST}
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DEFAULT_PIPELINE_NAME = "Sales"
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# (code, label, kind, expected_days) for every stage a new pipeline starts
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# with. The codes are the ones `Opportunity.stage` has always stored, so a
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# client that predates configurable pipelines keeps sending valid values.
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DEFAULT_STAGES = tuple(
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(
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code,
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label,
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_SEEDED_KINDS.get(code, OPEN),
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DEFAULT_STAGE_EXPECTED_DAYS.get(code),
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)
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for code, label in STAGES
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)
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def aging_thresholds(kind, expected_days, warning_days):
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"""`(yellow_days, red_days)` for a stage, or None when it never ages.
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A deal is yellow once it has sat `yellow_days` whole days in the stage and
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red (rotting) at `red_days`. Closed stages and stages with no expected
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duration never age. Whole days on both sides, so the per-row status
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(`Opportunity.get_aging_status`) and the queryset filters built from
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`stage_changed_at` cutoffs (`opportunity.stages.aging_q`) always agree.
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"""
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if kind != OPEN or not expected_days:
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return None
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yellow = min(warning_days, expected_days) if warning_days else expected_days
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return yellow, math.ceil(expected_days * ROTTEN_MULTIPLIER)
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