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81e3673 | 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 | import asyncio
from datetime import datetime, timedelta, timezone
import logging
import os
import sys
import uuid
from sqlalchemy.orm import Session
# Add the current directory to sys.path
sys.path.append(os.getcwd())
from accounting.dashboard_service import AccountingDashboardService
from accounting.models import (
Account,
AccountType,
Bill,
BillStatus,
Entity,
EntityType,
EntryType,
Invoice,
InvoiceStatus,
JournalEntry,
Transaction,
)
from sales.dashboard_service import SalesDashboardService
from sales.models import Deal, DealStage, Lead
from core.database import SessionLocal, engine
from core.models import Workspace
logging.basicConfig(level=logging.INFO)
logger = logging.getLogger(__name__)
async def verify_dashboard_aggregation():
db = SessionLocal()
# Use a unique workspace for this run
unique_id = uuid.uuid4().hex[:8]
workspace_id = f"test-ws-{unique_id}"
try:
# 1. Setup / Seed Data
print(f"--- Phase 1: Seeding Dashboard Data (WS: {workspace_id}) ---")
ws = Workspace(id=workspace_id, name=f"Test Workspace {unique_id}")
db.add(ws)
db.commit()
# Seed Accounts
cash_acc = Account(workspace_id=workspace_id, name="Bank Account", type=AccountType.ASSET, code=f"1001-{unique_id}")
rev_acc = Account(workspace_id=workspace_id, name="Service Revenue", type=AccountType.REVENUE, code=f"4001-{unique_id}")
exp_acc = Account(workspace_id=workspace_id, name="Office Rent", type=AccountType.EXPENSE, code=f"6001-{unique_id}")
db.add_all([cash_acc, rev_acc, exp_acc])
db.commit()
# Refresh to get IDs
db.refresh(cash_acc)
db.refresh(rev_acc)
db.refresh(exp_acc)
# Seed Transactions
# $10k initial cash
tx1 = Transaction(workspace_id=workspace_id, transaction_date=datetime.now(timezone.utc) - timedelta(days=95), description="Opening Balance", amount=10000, source="manual")
db.add(tx1)
db.commit()
db.refresh(tx1)
db.add(JournalEntry(transaction_id=tx1.id, account_id=cash_acc.id, type=EntryType.DEBIT, amount=10000))
# $3k revenue last month
tx2 = Transaction(workspace_id=workspace_id, transaction_date=datetime.now(timezone.utc) - timedelta(days=30), description="Sale", amount=3000, source="manual")
db.add(tx2)
db.commit()
db.refresh(tx2)
db.add(JournalEntry(transaction_id=tx2.id, account_id=cash_acc.id, type=EntryType.DEBIT, amount=3000))
db.add(JournalEntry(transaction_id=tx2.id, account_id=rev_acc.id, type=EntryType.CREDIT, amount=3000))
# $6k expense (Burn) last month
tx3 = Transaction(workspace_id=workspace_id, transaction_date=datetime.now(timezone.utc) - timedelta(days=30), description="Rent", amount=6000, source="manual")
db.add(tx3)
db.commit()
db.refresh(tx3)
db.add(JournalEntry(transaction_id=tx3.id, account_id=exp_acc.id, type=EntryType.DEBIT, amount=6000))
db.add(JournalEntry(transaction_id=tx3.id, account_id=cash_acc.id, type=EntryType.CREDIT, amount=6000))
# Seed Entities
vendor = Entity(workspace_id=workspace_id, name="Vendor A", type=EntityType.VENDOR)
customer = Entity(workspace_id=workspace_id, name="Cust A", type=EntityType.CUSTOMER)
db.add_all([vendor, customer])
db.commit()
db.refresh(vendor)
db.refresh(customer)
# Seed Bills and Invoices
db.add(Bill(
workspace_id=workspace_id,
vendor_id=vendor.id,
amount=500,
status=BillStatus.OPEN,
issue_date=datetime.now(timezone.utc),
due_date=datetime.now(timezone.utc) + timedelta(days=10)
))
db.add(Invoice(
workspace_id=workspace_id,
customer_id=customer.id,
amount=1200,
status=InvoiceStatus.OPEN,
issue_date=datetime.now(timezone.utc),
due_date=datetime.now(timezone.utc) + timedelta(days=10)
))
# Seed Leads and Deals
db.add(Lead(workspace_id=workspace_id, first_name="Lead", last_name="A", email=f"l1_{unique_id}@ex.com", ai_score=85, is_converted=True))
db.add(Lead(workspace_id=workspace_id, first_name="Lead", last_name="B", email=f"l2_{unique_id}@ex.com", ai_score=40, is_converted=False))
db.add(Deal(workspace_id=workspace_id, name="Deal Large", value=10000, probability=0.8, stage=DealStage.DISCOVERY, health_score=90))
db.add(Deal(workspace_id=workspace_id, name="Deal Risky", value=5000, probability=0.2, stage=DealStage.NEGOTIATION, health_score=35))
db.commit()
# 2. Verify Accounting Summary
print("\n--- Phase 2: Verifying Accounting Summary ---")
acc_service = AccountingDashboardService(db)
fin_summary = acc_service.get_financial_summary(workspace_id)
print(f"Financial Summary: {fin_summary}")
assert fin_summary["total_cash"] == 7000
assert fin_summary["accounts_payable"] == 500
assert fin_summary["accounts_receivable"] == 1200
assert fin_summary["monthly_burn"] == 1000
assert fin_summary["runway_months"] == 7.0
print("✅ Accounting Summary Verified!")
# 3. Verify Sales Summary
print("\n--- Phase 3: Verifying Sales Summary ---")
sales_service = SalesDashboardService(db)
sales_summary = sales_service.get_sales_summary(workspace_id)
print(f"Sales Summary: {sales_summary}")
assert sales_summary["total_leads"] == 2
assert sales_summary["conversion_rate"] == 50.0
assert sales_summary["pipeline_value"] == 15000
assert sales_summary["weighted_forecast"] == 9000
assert sales_summary["high_risk_deals_count"] == 1
print("✅ Sales Summary Verified!")
except Exception as e:
logger.error(f"Verification failed: {e}")
import traceback
traceback.print_exc()
raise e
finally:
db.close()
if __name__ == "__main__":
asyncio.run(verify_dashboard_aggregation())
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