84 lines
3.0 KiB
Python
84 lines
3.0 KiB
Python
from odoo import fields
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from odoo.tests.common import TransactionCase
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class TestCeoDashboardV2(TransactionCase):
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@classmethod
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def setUpClass(cls):
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super().setUpClass()
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cls.partner = cls.env["res.partner"].create(
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{"name": "V2 Test Client", "mcs_is_client_account": True}
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)
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cls.project = cls.env["project.project"].create(
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{
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"name": "V2 Test Client - SEO",
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"partner_id": cls.partner.id,
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"allow_timesheets": True,
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"mcs_delivery_type": "recurring",
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"mcs_initiative_type": "client",
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"mcs_monthly_revenue_target": 100000,
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"mcs_contracted_revenue": 80000,
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"mcs_next_action": "Ship next milestone",
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"mcs_revenue_impact_score": 5,
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"mcs_client_importance_score": 4,
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"mcs_urgency_score": 3,
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"mcs_completion_leverage_score": 2,
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"mcs_resource_cost_score": 1,
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}
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)
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def test_project_commercial_priority_score(self):
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self.assertEqual(self.project.mcs_commercial_priority_score, 13)
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def test_client_account_rollup(self):
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self.partner.invalidate_recordset()
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self.assertEqual(self.partner.mcs_monthly_revenue, 100000)
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self.assertEqual(self.partner.mcs_contracted_value, 80000)
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def test_ceo_action_workflow(self):
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action = self.env["mcs.ceo.action"].create(
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{
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"title": "Approve V2 Test Proposal",
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"category": "approval",
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"priority": "critical",
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"date_due": fields.Date.context_today(self.env.user),
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}
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)
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self.assertEqual(action.priority_rank, 0)
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action.action_completed()
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self.assertEqual(action.state, "completed")
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self.assertTrue(action.date_completed)
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def test_dashboard_payload_contains_v2_sections(self):
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data = self.env["mcs.operating.dashboard"].get_ceo_dashboard_v2_data()
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for key in [
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"company_pulse",
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"revenue",
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"portfolio",
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"project_health",
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"capacity",
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"time_distribution",
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"allocation_guardrail",
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"ceo_actions",
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"internal_bets",
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"actions",
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]:
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self.assertIn(key, data)
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self.assertIn("revenue_coverage", data["company_pulse"])
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self.assertIn("pipeline_coverage", data["revenue"])
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def test_crm_followup_automation_is_idempotent(self):
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lead = self.env["crm.lead"].create(
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{
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"name": "V2 Test Opportunity",
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"type": "opportunity",
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"partner_id": self.partner.id,
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"user_id": self.env.user.id,
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"expected_revenue": 25000,
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"mcs_next_action": "Follow up",
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}
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)
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lead.action_mcs_schedule_followup()
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lead.action_mcs_schedule_followup()
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self.assertEqual(len(lead.activity_ids), 1)
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