"""PRD §5.1 FRFA-AA026 — auto-flag "Ready for Close-Out". Coverage: - ``evaluate_award_ready_for_closeout`` / ``check_and_flag_ready_for_closeout`` require all three conditions: all milestones met, all tranches disbursed, disbursed total == award amount. - The flag fires live via both the AwardTranche-disbursed signal and the Milestone-accepted signal (rims_projects app). - Downstream verification (FRFA-CO001): once READY_FOR_CLOSEOUT, opening the close-out workbench still auto-generates the close-out record and dispatches the initiation notifications. """ from __future__ import annotations from datetime import date, timedelta from decimal import Decimal import pytest from django.utils import timezone from apps.core.notifications.models import Notification from apps.rims.grants.closeout_helpers import ( check_and_flag_ready_for_closeout, evaluate_award_ready_for_closeout, get_or_create_closeout_record, ) from apps.rims.grants.models import ( Application, Award, AwardTranche, FundingRecord, GrantCall, ) from apps.rims.grants.services import award_application, shortlist_application, submit_application from apps.rims.projects.models import Milestone, Project def _funded_award(applicant_user, institution, grants_manager_user, *, suffix, amount=Decimal("1000")): fr = FundingRecord.objects.create( title=f"FR AA026 {suffix}", amount=Decimal("10000"), start_date=date.today() - timedelta(days=10), end_date=date.today() + timedelta(days=365), grant_manager=grants_manager_user, ) call = GrantCall.objects.create( title=f"Call AA026 {suffix}", slug=f"aa026-{suffix}", opens_at=timezone.now() - timedelta(days=1), closes_at=timezone.now() + timedelta(days=14), status=GrantCall.Status.PUBLISHED, funding_record=fr, ) app = Application.objects.create(call=call, applicant=applicant_user, institution=institution) submit_application(app) app = Application.objects.get(pk=app.pk) shortlist_application(app) award_application(app, amount, date.today() + timedelta(days=180)) return Application.objects.get(pk=app.pk).award @pytest.mark.django_db def test_no_tranches_never_flags_ready(applicant_user, grants_manager_user, institution): award = _funded_award(applicant_user, institution, grants_manager_user, suffix="notranche") assert evaluate_award_ready_for_closeout(award) is False assert check_and_flag_ready_for_closeout(award) is False award = Award.objects.get(pk=award.pk) assert award.status == Award.Status.ACTIVE @pytest.mark.django_db def test_partial_disbursement_does_not_flag_ready(applicant_user, grants_manager_user, institution): award = _funded_award(applicant_user, institution, grants_manager_user, suffix="partial", amount=Decimal("1000")) AwardTranche.objects.create(award=award, label="T1", amount=Decimal("400"), status=AwardTranche.Status.DISBURSED) AwardTranche.objects.create(award=award, label="T2", amount=Decimal("600"), status=AwardTranche.Status.PLANNED) assert check_and_flag_ready_for_closeout(award) is False award = Award.objects.get(pk=award.pk) assert award.status == Award.Status.ACTIVE @pytest.mark.django_db def test_pending_milestone_blocks_ready_flag(applicant_user, grants_manager_user, institution): award = _funded_award(applicant_user, institution, grants_manager_user, suffix="milestone", amount=Decimal("1000")) project = Project.objects.create( award=award, title="AA026 project", summary="", start_date=date.today(), end_date=date.today() + timedelta(days=120), status=Project.Status.ACTIVE, ) Milestone.objects.create( project=project, name="M1", due_date=date.today() + timedelta(days=10), report_due=True, status=Milestone.Status.SUBMITTED, ) AwardTranche.objects.create(award=award, label="T1", amount=Decimal("1000"), status=AwardTranche.Status.DISBURSED) assert check_and_flag_ready_for_closeout(award) is False @pytest.mark.django_db def test_all_conditions_met_flags_ready_and_notifies_gm(applicant_user, grants_manager_user, institution): award = _funded_award(applicant_user, institution, grants_manager_user, suffix="full", amount=Decimal("1000")) t1 = AwardTranche.objects.create(award=award, label="T1", amount=Decimal("400"), status=AwardTranche.Status.PLANNED) t2 = AwardTranche.objects.create(award=award, label="T2", amount=Decimal("600"), status=AwardTranche.Status.PLANNED) Notification.objects.all().delete() # Bypass the live post_save signal so this test exercises the direct # function call in isolation — .update() does not fire post_save, unlike # .save()/.create() with status=DISBURSED (which the signal test below # covers, and which would otherwise flip the award here too, since # AwardTranche.award=award caches the *same* Python object passed in). AwardTranche.objects.filter(pk__in=[t1.pk, t2.pk]).update(status=AwardTranche.Status.DISBURSED) assert check_and_flag_ready_for_closeout(award) is True award = Award.objects.get(pk=award.pk) assert award.status == Award.Status.READY_FOR_CLOSEOUT assert award.closeout_ready_at is not None assert Notification.objects.filter( recipient=grants_manager_user, message__icontains="initiate grant close-out" ).exists() # Idempotent — re-running the check on an already-flagged award is a no-op. assert check_and_flag_ready_for_closeout(award) is False @pytest.mark.django_db def test_ready_flag_fires_via_tranche_disbursed_signal(applicant_user, grants_manager_user, institution): """The AwardTranche post_save signal (not a direct call) triggers the flag.""" award = _funded_award(applicant_user, institution, grants_manager_user, suffix="tranchesignal", amount=Decimal("500")) tranche = AwardTranche.objects.create(award=award, label="T1", amount=Decimal("500"), status=AwardTranche.Status.PLANNED) tranche.status = AwardTranche.Status.DISBURSED tranche.save(update_fields=["status"]) award = Award.objects.get(pk=award.pk) assert award.status == Award.Status.READY_FOR_CLOSEOUT @pytest.mark.django_db def test_ready_flag_fires_via_milestone_accepted_signal(applicant_user, grants_manager_user, institution): """The Milestone post_save signal (rims_projects app) triggers the flag once it is the last unmet condition.""" award = _funded_award(applicant_user, institution, grants_manager_user, suffix="milestonesignal", amount=Decimal("1000")) project = Project.objects.create( award=award, title="AA026 project 2", summary="", start_date=date.today(), end_date=date.today() + timedelta(days=120), status=Project.Status.ACTIVE, ) milestone = Milestone.objects.create( project=project, name="M1", due_date=date.today() + timedelta(days=10), report_due=True, status=Milestone.Status.SUBMITTED, ) AwardTranche.objects.create(award=award, label="T1", amount=Decimal("1000"), status=AwardTranche.Status.DISBURSED) award = Award.objects.get(pk=award.pk) assert award.status == Award.Status.ACTIVE # tranche alone is insufficient milestone.status = Milestone.Status.ACCEPTED milestone.save(update_fields=["status"]) award = Award.objects.get(pk=award.pk) assert award.status == Award.Status.READY_FOR_CLOSEOUT @pytest.mark.django_db def test_ready_for_closeout_downstream_still_initiates_closeout(applicant_user, grants_manager_user, institution): """PRD §5.1 FRFA-CO001 — once AA026 flags READY_FOR_CLOSEOUT, the existing close-out-record auto-generation + notification path (confirmed correct by the prior audit) still fires once triggered.""" award = _funded_award(applicant_user, institution, grants_manager_user, suffix="downstream", amount=Decimal("1000")) AwardTranche.objects.create(award=award, label="T1", amount=Decimal("1000"), status=AwardTranche.Status.DISBURSED) award = Award.objects.get(pk=award.pk) assert award.status == Award.Status.READY_FOR_CLOSEOUT Notification.objects.all().delete() rec = get_or_create_closeout_record(award) assert rec.checklist assert Notification.objects.filter( recipient=grants_manager_user, message__icontains="close-out has been initiated" ).exists() assert Notification.objects.filter( recipient=applicant_user, message__icontains="close-out has been initiated" ).exists()