monica_site/site/contacts/tests_merge.py

from django.contrib.auth import get_user_model
from django.test import Client, TestCase
from django.urls import reverse

from contacts.models import Contact
from contacts.services import (
    addresses_match,
    find_matching_contact,
    phones_match,
    upsert_contact,
)
from leads.models import Lead


class ContactMatchHelpersTests(TestCase):
    def test_phones_match_ignores_formatting(self):
        self.assertTrue(phones_match("(630) 452-4443", "+1-630-452-4443"))
        self.assertFalse(phones_match("6304524443", "6304524444"))
        self.assertFalse(phones_match("4524443", "6304524443"))  # too short

    def test_addresses_match_by_line1_and_zip(self):
        a = Contact.make_postal_address(
            line1="123 Main St.",
            city="Naperville",
            state="IL",
            zip_code="60540-1234",
        )
        b = Contact.make_postal_address(
            line1="123 Main St",
            city="Elsewhere",
            state="IL",
            zip_code="60540",
        )
        self.assertTrue(addresses_match(a, b))

    def test_find_by_phone_then_address(self):
        existing = Contact.objects.create(
            email="one@example.com",
            phone="6305551212",
            first_name="Pat",
            postal_address=Contact.make_postal_address(
                line1="9 Oak Ave",
                city="Wheaton",
                state="IL",
                zip_code="60187",
            ),
        )
        by_phone, reason = find_matching_contact(
            email="other@example.com",
            phone="(630) 555-1212",
        )
        self.assertEqual(by_phone, existing)
        self.assertEqual(reason, "phone")

        by_addr, reason = find_matching_contact(
            email="third@example.com",
            phone="9995550000",
            postal_address=Contact.make_postal_address(
                line1="9 Oak Ave",
                city="Wheaton",
                state="IL",
                zip_code="60187",
            ),
        )
        self.assertEqual(by_addr, existing)
        self.assertEqual(reason, "address")


class UpsertContactMergeTests(TestCase):
    def test_merge_by_phone_keeps_one_contact(self):
        original = Contact.objects.create(
            email="ryan@example.com",
            phone="6305559999",
            first_name="Ryan",
        )
        contact, created, reason = upsert_contact(
            email="ryan.alt@example.com",
            first_name="Ryan",
            last_name="Westfall",
            phone="630-555-9999",
        )
        self.assertFalse(created)
        self.assertEqual(reason, "phone")
        self.assertEqual(contact.pk, original.pk)
        self.assertEqual(Contact.objects.count(), 1)
        contact.refresh_from_db()
        self.assertEqual(contact.email, "ryan@example.com")
        self.assertIn("ryan.alt@example.com", contact.notes)
        self.assertEqual(contact.last_name, "Westfall")

    def test_merge_by_address(self):
        original = Contact.objects.create(
            email="home@example.com",
            first_name="Sam",
            postal_address=Contact.make_postal_address(
                line1="100 Lake St",
                city="Naperville",
                state="IL",
                zip_code="60540",
            ),
        )
        contact, created, reason = upsert_contact(
            email="new@example.com",
            first_name="Sam",
            postal_address=Contact.make_postal_address(
                line1="100 Lake St",
                city="Naperville",
                state="IL",
                zip_code="60540",
            ),
        )
        self.assertFalse(created)
        self.assertEqual(reason, "address")
        self.assertEqual(contact.pk, original.pk)
        self.assertEqual(Contact.objects.count(), 1)


class ContactFormMergeTests(TestCase):
    def setUp(self):
        self.client = Client()
        self.existing = Contact.objects.create(
            email="primary@example.com",
            phone="6301112222",
            first_name="Alex",
            postal_address=Contact.make_postal_address(
                line1="55 River Rd",
                city="Aurora",
                state="IL",
                zip_code="60505",
            ),
        )

    def test_contact_form_merges_on_phone(self):
        url = reverse("public:contact")
        response = self.client.post(
            url,
            {
                "first_name": "Alex",
                "last_name": "Lee",
                "email": "alt@example.com",
                "phone": "(630) 111-2222",
                "address_line1": "55 River Rd",
                "address_city": "Aurora",
                "address_state": "IL",
                "address_zip": "60505",
                "interest": "buying",
                "message": "Looking to buy",
            },
        )
        self.assertEqual(response.status_code, 302)
        self.assertEqual(Contact.objects.count(), 1)
        lead = Lead.objects.get()
        self.assertEqual(lead.contact_id, self.existing.pk)
        self.assertIn("alt@example.com", lead.message)
        self.assertIn("merged by phone", lead.message)


class PortalCreateMatchPromptTests(TestCase):
    def setUp(self):
        User = get_user_model()
        self.user = User.objects.create_user(
            username="adder", password="test-pass-123"
        )
        self.client = Client()
        self.client.login(username="adder", password="test-pass-123")
        self.existing = Contact.objects.create(
            email="primary@example.com",
            phone="6301112222",
            first_name="Alex",
        )

    def test_phone_match_shows_prompt(self):
        url = reverse("contacts:create")
        response = self.client.post(
            url,
            {
                "first_name": "Alex",
                "email": "alt@example.com",
                "phone": "(630) 111-2222",
                "consent_email": "1",
            },
        )
        self.assertEqual(response.status_code, 200)
        self.assertContains(response, "Possible duplicate")
        self.assertContains(response, "Update existing")
        self.assertEqual(Contact.objects.count(), 1)

    def test_choose_create_new_keeps_both(self):
        url = reverse("contacts:create")
        response = self.client.post(
            url,
            {
                "first_name": "Alex",
                "email": "alt@example.com",
                "phone": "(630) 111-2222",
                "consent_email": "1",
                "resolve_match": "create",
                "match_id": str(self.existing.pk),
            },
        )
        self.assertEqual(response.status_code, 302)
        self.assertEqual(Contact.objects.count(), 2)

    def test_choose_update_merges(self):
        url = reverse("contacts:create")
        response = self.client.post(
            url,
            {
                "first_name": "Alexander",
                "email": "alt@example.com",
                "phone": "(630) 111-2222",
                "consent_email": "1",
                "resolve_match": "update",
                "match_id": str(self.existing.pk),
            },
        )
        self.assertEqual(response.status_code, 302)
        self.assertEqual(Contact.objects.count(), 1)
        self.existing.refresh_from_db()
        self.assertEqual(self.existing.first_name, "Alexander")
        self.assertIn("alt@example.com", self.existing.notes)