Include eyb leads for investment projects in open search (#5840)

* Include EYB leads for investment projects in open search

Author: marijnkampf

datahub/investment_lead/test/factories.py

@@ -128,6 +128,9 @@ def eyb_lead_triage_record_faker(overrides: dict | None = None) -> dict:
         Sector.get_segments_from_sector_instance(sector)
     data = {
         'hashedUuid': generate_hashed_uuid(),
+        'triage_created': fake.date_time_between(
+            start_date='-1y', tzinfo=timezone.utc,
+        ),
         'created': fake.date_time_between(
             start_date='-1y', tzinfo=timezone.utc,
         ),

datahub/search/company_activity/apps.py

@@ -34,6 +34,7 @@ class CompanyActivitySearchApp(SearchApp):
         'eyb_lead',
     ).prefetch_related(
         'interaction__contacts',
+        'investment__eyb_leads',
         Prefetch(
             'interaction__dit_participants',
             queryset=InteractionDITParticipant.objects.select_related('adviser', 'team'),

datahub/search/company_activity/dict_utils.py

@@ -52,6 +52,7 @@ def activity_investment_dict(obj):
         'number_new_jobs': obj.number_new_jobs,
         'created_by': dict_utils.contact_or_adviser_dict(obj.created_by),
         'client_contacts': dict_utils.contact_job_list_of_dicts(obj.client_contacts),
+        'eyb_leads': dict_utils.eyb_lead_list(obj.eyb_leads) if obj.eyb_leads else None,
     }
 
 

datahub/search/company_activity/test/test_dict_utils.py

@@ -1,4 +1,5 @@
 import pytest
+import pytz
 
 from datahub.company_activity.tests.factories import GreatExportEnquiryFactory
 from datahub.company_referral.test.factories import CompanyReferralFactory
@@ -59,6 +60,46 @@ def test_activity_investment_dict():
     assert result['investment_type']['id'] == str(
         investment.investment_type_id)
     assert result['estimated_land_date'] == investment.estimated_land_date
+    assert result['eyb_leads'] == []
+
+
+def assert_eyb_lead_in_result_list(eyb_lead, result_list):
+    assert {
+        'id': str(eyb_lead.id),
+        'company_name': eyb_lead.company_name,
+        'created_on': eyb_lead.created_on,
+        'triage_created': eyb_lead.triage_created.replace(tzinfo=pytz.UTC),
+        'is_high_value': eyb_lead.is_high_value,
+    } in result_list
+
+
+def test_activity_investment_with_eyb_leads_dict():
+    obj = None
+    result = dict_utils.activity_investment_dict(obj)
+    assert result is None
+
+    investment = InvestmentProjectFactory()
+    eyb_leads_is_high_value = EYBLeadFactory(
+        investment_projects=[investment.id],
+        is_high_value=True,
+    )
+    eyb_leads_is_not_high_value = EYBLeadFactory(
+        investment_projects=[investment.id],
+        is_high_value=False,
+    )
+    eyb_leads_is_not_high_value = EYBLeadFactory(
+        investment_projects=[investment.id],
+        is_high_value=None,
+    )
+    result = dict_utils.activity_investment_dict(investment)
+
+    assert result['id'] == str(investment.id)
+    assert result['created_by']['id'] == str(investment.created_by_id)
+    assert result['investment_type']['id'] == str(
+        investment.investment_type_id)
+    assert result['estimated_land_date'] == investment.estimated_land_date
+    assert_eyb_lead_in_result_list(eyb_leads_is_high_value, result['eyb_leads'])
+    assert_eyb_lead_in_result_list(eyb_leads_is_not_high_value, result['eyb_leads'])
 
 
 def test_activity_order_dict():

datahub/search/company_activity/test/test_models.py

@@ -170,6 +170,7 @@ def test_company_activity_investment_to_dict():
                 'name': company_activity.investment.investment_type.name,
             },
             'estimated_land_date': company_activity.investment.estimated_land_date,
+            'eyb_leads': [],
             'total_investment': company_activity.investment.total_investment,
             'foreign_equity_investment': company_activity.investment.foreign_equity_investment,
             'gross_value_added': company_activity.investment.gross_value_added,

datahub/search/dict_utils.py

@@ -304,3 +304,16 @@ def dit_participant_list(dit_participant_manager):
         }
         for dit_participant in dit_participant_manager.all()
     ]
+
+
+def eyb_lead_list(eyb_lead_list):
+    return [
+        {
+            'id': str(eyb_lead.id),
+            'company_name': eyb_lead.company_name,
+            'created_on': eyb_lead.created_on,
+            'triage_created': eyb_lead.triage_created,
+            'is_high_value': eyb_lead.is_high_value,
+        }
+        for eyb_lead in eyb_lead_list.all()
+    ]