eminuxandCursor
8f73105dfe
Il funnel mostra stage attuale e cumulato, i KPI escludono Da contattare e le liste usano il totale reale invece del tetto a 20. Co-authored-by: Cursor <cursoragent@cursor.com>
115 lines
3.3 KiB
Ruby
115 lines
3.3 KiB
Ruby
require "test_helper"
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class DashboardMetricsTest < ActiveSupport::TestCase
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setup do
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@project = projects(:matchlivetv)
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Current.user = users(:marco)
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Current.project = @project
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@opps = []
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end
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teardown do
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Current.user = nil
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Current.project = nil
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end
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test "computes stage counts and pipeline value" do
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metrics = Dashboard::Metrics.new
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assert metrics.stage_counts.key?("interested")
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assert metrics.stage_counts.key?("to_contact")
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assert_kind_of Numeric, metrics.open_pipeline_value
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assert_kind_of Array, metrics.funnel_steps
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end
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test "funnel shows current snapshot and reached-or-beyond without skipping stages" do
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add_opp("to_contact")
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2.times { add_opp("contacted") }
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add_opp("replied")
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add_opp("interested")
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2.times { add_opp("proposal", estimated_value: 100) }
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add_opp("lost", lost_reason: "price")
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steps = metrics.funnel_steps.index_by { |step| step[:stage] }
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assert_equal Dashboard::Metrics::FUNNEL_STAGES, metrics.funnel_steps.map { |step| step[:stage] }
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assert_equal 2, steps["contacted"][:current]
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assert_equal 6, steps["contacted"][:reached]
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assert_equal 0, steps["first_use"][:current]
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assert_equal 2, steps["first_use"][:reached]
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assert_equal 2, steps["proposal"][:current]
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assert_equal 2, steps["proposal"][:reached]
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assert_equal 0, steps["won"][:current]
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refute steps.key?("lost")
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contacted_step = steps["replied"]
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assert_equal "4 su 6 hanno superato Contattato", contacted_step[:conversion_label]
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assert_equal 67, contacted_step[:rate]
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end
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test "next action KPI excludes da contattare and attention remainder uses real total" do
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2.times { add_opp("to_contact", send_status: "to_send") }
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10.times { add_opp("contacted") }
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interested = add_opp("interested")
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Task.create!(
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title: "Richiama",
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organization: interested.organization,
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opportunity: interested,
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assigned_user: users(:marco),
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due_at: 1.day.from_now,
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priority: "normal",
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task_type: "call",
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status: "pending"
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)
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assert_equal 10, metrics.opportunities_without_next_action
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preview = metrics.attention_items[:opportunities_without_next_action]
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assert_equal 10, preview[:total]
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assert_equal 8, preview[:items].size
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end
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test "demo and first use conversions are blank when those stages were never used" do
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add_opp("proposal")
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assert_nil metrics.demo_to_won_conversion
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assert_nil metrics.first_use_to_won_conversion
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end
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test "demo conversion is zero when someone is in demo and nobody won" do
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add_opp("demo_trial")
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assert_equal 0, metrics.demo_to_won_conversion
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end
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test "goal progress" do
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goal = sales_goals(:september)
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assert_equal 0, goal.current_value
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assert_equal 0, goal.progress_percentage
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end
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private
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def metrics
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Dashboard::Metrics.new(scope: Opportunity.where(id: @opps.map(&:id)), project: @project)
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end
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def add_opp(stage, **attrs)
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org = Organization.create!(
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name: "Soc #{stage} #{SecureRandom.hex(3)}",
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status: "prospect",
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organization_type: "societa_sportiva"
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)
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opp = Opportunity.create!(
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{
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organization: org,
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project: @project,
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name: "Deal #{stage}",
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pipeline_stage: stage
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}.merge(attrs)
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)
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@opps << opp
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opp
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end
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end
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