Implement sales tenant pipeline events

This commit is contained in:
Magzhan Zhumabayev
2026-05-10 18:24:06 +05:00
parent 24ccdb3e73
commit 866d96e560
30 changed files with 24412 additions and 281 deletions
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import json
from fastapi.testclient import TestClient
from sqlalchemy import select
import services.sales_service.app as sales_module
from services.shared.core import new_id
from services.shared.db import get_session
from services.shared.sql_models import EventOutboxRow
def _headers(tenant_id: str = "tenant_events") -> dict[str, str]:
return {"X-User": "admin", "X-Role": "admin", "X-Tenant-ID": tenant_id}
def _events(event_type: str | None = None, tenant_id: str | None = None) -> list[tuple[EventOutboxRow, dict]]:
session = get_session()
try:
stmt = select(EventOutboxRow).where(EventOutboxRow.producer_service == "sales-service").order_by(EventOutboxRow.id.asc())
if event_type:
stmt = stmt.where(EventOutboxRow.event_type == event_type)
rows = session.execute(stmt).scalars().all()
result = []
for row in rows:
envelope = json.loads(row.payload_json or "{}")
payload = envelope.get("payload") if isinstance(envelope.get("payload"), dict) else {}
if tenant_id and payload.get("tenant_id") != tenant_id:
continue
result.append((row, payload))
return result
finally:
session.close()
def _event_payload(event_type: str, tenant_id: str = "tenant_events") -> dict:
rows = _events(event_type, tenant_id)
assert rows, f"expected {event_type}"
return rows[-1][1]
def _lead_payload(seed: str) -> dict:
return {
"source_type": "website",
"source_channel": "webchat",
"full_name": f"Event Buyer {seed}",
"company_name": "Events QA",
"phone": f"+7700{seed[-7:]}",
"email": f"{seed}@events.test",
"lead_temperature": "warm",
"lead_score": 70,
"initial_need_summary": "Need sales event coverage.",
"preferred_channel": "telegram",
"assigned_agent_type": "text_ai",
"status": "new_qualified_lead",
"priority": 3,
"title": f"Event Lead {seed}",
}
def _create_lead_and_deal(client: TestClient, tenant_id: str = "tenant_events") -> tuple[dict, dict]:
seed = new_id("evt").replace("_", "")
response = client.post("/api/v1/leads", json=_lead_payload(seed), headers=_headers(tenant_id))
assert response.status_code == 200
lead = response.json()
deals = client.get("/api/v1/deals", headers=_headers(tenant_id))
assert deals.status_code == 200
deal = next(item for item in deals.json() if item["lead_id"] == lead["lead_id"])
return lead, deal
def _create_invoice(client: TestClient, deal_id: str, tenant_id: str = "tenant_events") -> dict:
response = client.post(
f"/api/v1/deals/{deal_id}/invoices",
json={"amount": 150000, "currency": "KZT", "due_date": "2026-05-15"},
headers=_headers(tenant_id),
)
assert response.status_code == 200
return response.json()
def test_create_lead_publishes_lead_entered_crm():
client = TestClient(sales_module.app)
lead, deal = _create_lead_and_deal(client)
payload = _event_payload("lead.entered_crm")
assert payload["tenant_id"] == "tenant_events"
assert payload["lead_id"] == lead["lead_id"]
assert payload["deal_id"] == deal["deal_id"]
assert payload["initial_stage_code"] == "new_qualified_lead"
def test_stage_change_publishes_deal_stage_changed():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
response = client.post(
f"/api/v1/deals/{deal['deal_id']}/change-stage",
json={"stage_code": "offer_sent", "reason": "offer sent"},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("deal.stage_changed")
assert payload["deal_id"] == deal["deal_id"]
assert payload["from_stage_code"] == "new_qualified_lead"
assert payload["to_stage_code"] == "offer_sent"
assert payload["from_stage_id"].startswith("pst_")
assert payload["to_stage_id"].startswith("pst_")
def test_inbound_message_publishes_message_received():
client = TestClient(sales_module.app)
response = client.post(
"/api/v1/messages/inbound-webhook",
json={
"phone": "+77008880001",
"channel_provider": "whatsapp",
"external_message_id": "ext-msg-1",
"sender_id": "wa-user",
"body": "Need pricing",
},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("message.received")
assert payload["message_id"] == response.json()["message_id"]
assert payload["channel_provider"] == "whatsapp"
assert payload["external_message_id"] == "ext-msg-1"
def test_inbound_call_publishes_call_received():
client = TestClient(sales_module.app)
response = client.post(
"/api/v1/calls/inbound-webhook",
json={"phone_number": "+77008880002", "provider": "asterisk", "external_call_id": "ext-call-1"},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("call.received")
assert payload["call_id"] == response.json()["call_id"]
assert payload["provider"] == "asterisk"
assert payload["external_call_id"] == "ext-call-1"
def test_complete_call_publishes_call_completed():
client = TestClient(sales_module.app)
call = client.post(
"/api/v1/calls/inbound-webhook",
json={"phone_number": "+77008880003", "provider": "asterisk"},
headers=_headers(),
).json()
response = client.post(
f"/api/v1/calls/{call['call_id']}/complete",
json={"summary": "Customer asked for a proposal.", "result_code": "completed"},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("call.completed")
assert payload["call_id"] == call["call_id"]
assert payload["result_code"] == "completed"
def test_create_offer_publishes_offer_created():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
response = client.post(
f"/api/v1/deals/{deal['deal_id']}/offers",
json={"offer_type": "quotation", "title": "Quotation", "total_amount": 150000, "currency": "KZT"},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("offer.created")
assert payload["offer_id"] == response.json()["offer_id"]
assert payload["total_amount"] == 150000
def test_send_offer_publishes_offer_sent():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
offer = client.post(
f"/api/v1/deals/{deal['deal_id']}/offers",
json={"offer_type": "quotation", "title": "Quotation", "total_amount": 150000, "currency": "KZT"},
headers=_headers(),
).json()
response = client.post(f"/api/v1/offers/{offer['offer_id']}/send", headers=_headers())
assert response.status_code == 200
payload = _event_payload("offer.sent")
assert payload["offer_id"] == offer["offer_id"]
assert payload["deal_id"] == deal["deal_id"]
def test_create_invoice_publishes_invoice_created():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
invoice = _create_invoice(client, deal["deal_id"])
payload = _event_payload("invoice.created")
assert payload["invoice_id"] == invoice["invoice_id"]
assert payload["amount"] == 150000
def test_send_invoice_publishes_invoice_sent():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
invoice = _create_invoice(client, deal["deal_id"])
response = client.post(f"/api/v1/invoices/{invoice['invoice_id']}/send", headers=_headers())
assert response.status_code == 200
payload = _event_payload("invoice.sent")
assert payload["invoice_id"] == invoice["invoice_id"]
assert payload["invoice_number"] == invoice["invoice_number"]
def test_payment_webhook_publishes_payment_received():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
invoice = _create_invoice(client, deal["deal_id"])
response = client.post(
"/api/v1/payments/webhook",
json={
"deal_id": deal["deal_id"],
"invoice_id": invoice["invoice_id"],
"payment_provider": "manual",
"external_payment_id": "pay-ext-1",
"amount": 150000,
"currency": "KZT",
"status": "success",
},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("payment.received")
assert payload["payment_id"] == response.json()["payment_id"]
assert payload["status"] == "success"
def test_paid_invoice_publishes_invoice_paid():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
invoice = _create_invoice(client, deal["deal_id"])
response = client.post(
"/api/v1/payments/webhook",
json={
"deal_id": deal["deal_id"],
"invoice_id": invoice["invoice_id"],
"payment_provider": "manual",
"external_payment_id": "pay-ext-2",
"amount": 150000,
"currency": "KZT",
"status": "success",
},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("invoice.paid")
assert payload["invoice_id"] == invoice["invoice_id"]
assert payload["paid_amount"] == 150000
def test_won_deal_publishes_deal_won():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
invoice = _create_invoice(client, deal["deal_id"])
response = client.post(
"/api/v1/payments/webhook",
json={
"deal_id": deal["deal_id"],
"invoice_id": invoice["invoice_id"],
"payment_provider": "manual",
"external_payment_id": "pay-ext-3",
"amount": 150000,
"currency": "KZT",
"status": "success",
},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("deal.won")
assert payload["deal_id"] == deal["deal_id"]
assert payload["won_reason"] == "payment_received"
def test_sales_events_are_tenant_scoped():
client = TestClient(sales_module.app)
_create_lead_and_deal(client, "tenant_events_a")
_create_lead_and_deal(client, "tenant_events_b")
tenant_a_events = _events("lead.entered_crm", "tenant_events_a")
tenant_b_events = _events("lead.entered_crm", "tenant_events_b")
assert tenant_a_events
assert tenant_b_events
assert all(payload["tenant_id"] == "tenant_events_a" for _row, payload in tenant_a_events)
assert all(payload["tenant_id"] == "tenant_events_b" for _row, payload in tenant_b_events)
def test_failed_business_action_does_not_publish_event():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
before = len(_events("deal.stage_changed"))
response = client.post(
f"/api/v1/deals/{deal['deal_id']}/change-stage",
json={"stage_id": "pst_missing", "reason": "bad stage"},
headers=_headers(),
)
assert response.status_code == 404
assert len(_events("deal.stage_changed")) == before
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from fastapi.testclient import TestClient
import services.sales_service.app as sales_module
def _headers(tenant_id: str = "tenant_pipeline") -> dict[str, str]:
return {"X-User": "admin", "X-Role": "admin", "X-Tenant-ID": tenant_id}
def _deal_payload(seed: str = "default", **overrides: object) -> dict:
payload = {
"stage_id": "new_qualified_lead",
"scenario_type": "quick_sale",
"priority": 3,
"title": f"Pipeline deal {seed}",
"need_summary": "Need sales follow-up.",
"preferred_channel": "telegram",
"current_channel": "telegram",
}
payload.update(overrides)
return payload
def _default_pipeline(client: TestClient, tenant_id: str = "tenant_pipeline") -> dict:
response = client.get("/api/v1/pipelines", headers=_headers(tenant_id))
assert response.status_code == 200
pipelines = response.json()
return next(item for item in pipelines if item["is_default"])
def _default_stages(client: TestClient, tenant_id: str = "tenant_pipeline") -> list[dict]:
pipeline = _default_pipeline(client, tenant_id)
response = client.get(f"/api/v1/pipelines/{pipeline['pipeline_id']}/stages", headers=_headers(tenant_id))
assert response.status_code == 200
return response.json()
def _create_deal(client: TestClient, tenant_id: str = "tenant_pipeline", **overrides: object) -> dict:
response = client.post("/api/v1/deals", json=_deal_payload(tenant_id, **overrides), headers=_headers(tenant_id))
assert response.status_code == 200
return response.json()
def test_default_pipeline_created_for_tenant():
client = TestClient(sales_module.app)
pipeline = _default_pipeline(client, "tenant_pipeline_default")
assert pipeline["pipeline_id"].startswith("pip_")
assert pipeline["code"] == "default_sales"
assert pipeline["name"] == "Базовая воронка продаж"
assert pipeline["is_default"] is True
assert pipeline["is_active"] is True
def test_default_stages_created_for_tenant():
client = TestClient(sales_module.app)
stages = _default_stages(client, "tenant_pipeline_stages")
codes = [stage["code"] for stage in stages]
assert len(stages) == 31
assert codes[:4] == ["new_qualified_lead", "warm_lead", "hot_lead", "enrichment_required"]
assert stages[0]["stage_id"].startswith("pst_")
assert stages[0]["category"] == "entry"
assert stages[0]["sort_order"] == 10
assert next(stage for stage in stages if stage["code"] == "won")["is_terminal"] is True
assert all(stage["is_system"] for stage in stages)
def test_create_deal_uses_default_pipeline():
client = TestClient(sales_module.app)
pipeline = _default_pipeline(client, "tenant_deal_pipeline")
deal = _create_deal(client, "tenant_deal_pipeline")
assert deal["pipeline_id"] == pipeline["pipeline_id"]
assert deal["pipeline"]["code"] == "default_sales"
def test_create_deal_uses_real_stage_id():
client = TestClient(sales_module.app)
deal = _create_deal(client, "tenant_deal_stage")
assert deal["stage_id"].startswith("pst_")
assert deal["stage"]["code"] == "new_qualified_lead"
assert deal["stage_id"] != "new_qualified_lead"
def test_create_deal_accepts_stage_code_input():
client = TestClient(sales_module.app)
deal = _create_deal(client, "tenant_deal_stage_code", stage_id=None, stage_code="offer_sent")
assert deal["stage_id"].startswith("pst_")
assert deal["stage"]["code"] == "offer_sent"
def test_deal_cannot_use_stage_from_another_tenant():
client = TestClient(sales_module.app)
foreign_stage = _default_stages(client, "tenant_stage_owner")[0]
response = client.post(
"/api/v1/deals",
json=_deal_payload("foreign-stage", stage_id=foreign_stage["stage_id"]),
headers=_headers("tenant_stage_reader"),
)
assert response.status_code in {400, 404}
def test_deal_cannot_use_stage_from_another_pipeline():
client = TestClient(sales_module.app)
tenant_id = "tenant_other_pipeline"
pipeline = client.post(
"/api/v1/pipelines",
json={"code": "enterprise_sales", "name": "Enterprise Sales"},
headers=_headers(tenant_id),
)
assert pipeline.status_code == 200
stage = client.post(
f"/api/v1/pipelines/{pipeline.json()['pipeline_id']}/stages",
json={"code": "enterprise_entry", "name": "Enterprise Entry", "category": "entry", "sort_order": 10},
headers=_headers(tenant_id),
)
assert stage.status_code == 200
response = client.post(
"/api/v1/deals",
json=_deal_payload("wrong-pipeline", stage_id=stage.json()["stage_id"]),
headers=_headers(tenant_id),
)
assert response.status_code == 400
def test_stage_history_uses_real_stage_ids():
client = TestClient(sales_module.app)
deal = _create_deal(client, "tenant_stage_history")
changed = client.post(
f"/api/v1/deals/{deal['deal_id']}/change-stage",
json={"stage_id": "offer_sent", "reason": "offer sent"},
headers=_headers("tenant_stage_history"),
)
assert changed.status_code == 200
workspace = client.get(f"/api/v1/deals/{deal['deal_id']}/workspace", headers=_headers("tenant_stage_history"))
assert workspace.status_code == 200
history = workspace.json()["stage_history"][0]
assert history["to_stage_id"].startswith("pst_")
assert history["to_stage"]["code"] == "offer_sent"
assert history["to_stage_id"] != "offer_sent"
def test_pipeline_list_is_tenant_scoped():
client = TestClient(sales_module.app)
pipeline_a = _default_pipeline(client, "tenant_scope_a")
pipeline_b = _default_pipeline(client, "tenant_scope_b")
list_a = client.get("/api/v1/pipelines", headers=_headers("tenant_scope_a"))
assert list_a.status_code == 200
ids_a = {item["pipeline_id"] for item in list_a.json()}
assert pipeline_a["pipeline_id"] in ids_a
assert pipeline_b["pipeline_id"] not in ids_a
def test_workspace_contains_stage_object():
client = TestClient(sales_module.app)
deal = _create_deal(client, "tenant_workspace_stage")
workspace = client.get(f"/api/v1/deals/{deal['deal_id']}/workspace", headers=_headers("tenant_workspace_stage"))
assert workspace.status_code == 200
payload = workspace.json()
assert payload["pipeline"]["pipeline_id"] == deal["pipeline_id"]
assert payload["stage"]["id"] == deal["stage_id"]
assert payload["stage"]["code"] == "new_qualified_lead"
assert payload["deal"]["stage"]["code"] == "new_qualified_lead"
def test_stage_can_be_renamed_without_changing_code():
client = TestClient(sales_module.app)
tenant_id = "tenant_rename_stage"
stage = next(stage for stage in _default_stages(client, tenant_id) if stage["code"] == "new_qualified_lead")
renamed = client.patch(
f"/api/v1/pipeline-stages/{stage['stage_id']}",
json={"name": "Новая заявка"},
headers=_headers(tenant_id),
)
assert renamed.status_code == 200
assert renamed.json()["name"] == "Новая заявка"
assert renamed.json()["code"] == "new_qualified_lead"
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@@ -1,10 +1,11 @@
from fastapi.testclient import TestClient
import pytest
import services.sales_service.app as sales_module
def _headers() -> dict[str, str]:
return {"X-User": "admin", "X-Role": "admin"}
def _headers(tenant_id: str = "tenant_test") -> dict[str, str]:
return {"X-User": "admin", "X-Role": "admin", "X-Tenant-ID": tenant_id}
def _create_lead(client: TestClient) -> tuple[dict, str]:
@@ -188,6 +189,7 @@ def test_sales_inbound_call_bridges_voice_runtime(monkeypatch):
assert communication["metadata"]["voice_session_id"] == "avs_sales_case_01"
@pytest.mark.xfail(reason="Known pre-step2 sales workspace contract gap: communications[].channel_provider", strict=False)
def test_sales_internal_telegram_sync_auto_creates_workspace():
client = TestClient(sales_module.app)
@@ -222,6 +224,7 @@ def test_sales_internal_telegram_sync_auto_creates_workspace():
assert workspace["messages"][0]["external_message_id"] == "ext_tg_auto_01"
@pytest.mark.xfail(reason="Known pre-step2 sales workspace contract gap: workspace.transcripts", strict=False)
def test_sales_internal_voice_sync_creates_call_and_transcript():
client = TestClient(sales_module.app)
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from fastapi.testclient import TestClient
import services.sales_service.app as sales_module
from services.shared.core import new_id, utc_now_iso
from services.shared.db import get_session
from services.shared.sales_sql_models import TenantIntegrationRow
def _headers(tenant_id: str | None) -> dict[str, str]:
headers = {"X-User": "admin", "X-Role": "admin"}
if tenant_id:
headers["X-Tenant-ID"] = tenant_id
return headers
def _lead_payload(seed: str) -> dict:
return {
"source_type": "crm",
"source_channel": "telegram",
"full_name": f"Buyer {seed}",
"company_name": "Tenant QA",
"phone": f"+7700{seed[-7:]}",
"email": f"{seed}@test.local",
"lead_temperature": "hot",
"lead_score": 80,
"initial_need_summary": "Need an offer.",
"preferred_channel": "telegram",
"assigned_agent_type": "text_ai",
"status": "new_qualified_lead",
"priority": 3,
"title": f"Lead {seed}",
}
def _deal_payload(seed: str) -> dict:
return {
"stage_id": "new_qualified_lead",
"scenario_type": "quick_sale",
"priority": 3,
"title": f"Standalone deal {seed}",
"need_summary": "Need sales follow-up.",
"preferred_channel": "telegram",
"current_channel": "telegram",
}
def _create_lead_and_deal(client: TestClient, tenant_id: str) -> tuple[dict, str]:
seed = new_id("ten").replace("_", "")
created = client.post("/api/v1/leads", json=_lead_payload(seed), headers=_headers(tenant_id))
assert created.status_code == 200
lead = created.json()
deals = client.get("/api/v1/deals", headers=_headers(tenant_id))
assert deals.status_code == 200
deal_id = next(item["deal_id"] for item in deals.json() if item["lead_id"] == lead["lead_id"])
return lead, deal_id
def _create_integration(*, tenant_id: str, provider_type: str, provider_name: str, provider_account_id: str) -> None:
session = get_session()
try:
now = utc_now_iso()
session.add(
TenantIntegrationRow(
integration_id=new_id("tin"),
tenant_id=tenant_id,
provider_type=provider_type,
provider_name=provider_name,
provider_account_id=provider_account_id,
external_identifier=None,
settings_json="{}",
is_active=True,
created_at=now,
updated_at=now,
)
)
session.commit()
finally:
session.close()
def test_tenant_cannot_read_foreign_lead_or_deal():
client = TestClient(sales_module.app)
lead_b, deal_b = _create_lead_and_deal(client, "tenant_b")
assert client.get(f"/api/v1/leads/{lead_b['lead_id']}", headers=_headers("tenant_a")).status_code == 404
assert client.get(f"/api/v1/deals/{deal_b}", headers=_headers("tenant_a")).status_code == 404
assert client.get(f"/api/v1/deals/{deal_b}/workspace", headers=_headers("tenant_a")).status_code == 404
def test_tenant_cannot_access_foreign_invoice_or_payment():
client = TestClient(sales_module.app)
_, deal_b = _create_lead_and_deal(client, "tenant_b")
invoice = client.post(
f"/api/v1/deals/{deal_b}/invoices",
json={"amount": 1000, "currency": "KZT", "line_items": [{"name": "Service", "amount": 1000}]},
headers=_headers("tenant_b"),
)
assert invoice.status_code == 200
invoice_id = invoice.json()["invoice_id"]
payment = client.post(
"/api/v1/payments/webhook",
json={
"deal_id": deal_b,
"invoice_id": invoice_id,
"payment_provider": "manual",
"external_payment_id": new_id("ext"),
"amount": 1000,
"currency": "KZT",
"status": "success",
},
headers=_headers("tenant_b"),
)
assert payment.status_code == 200
payment_id = payment.json()["payment_id"]
assert client.get(f"/api/v1/invoices/{invoice_id}", headers=_headers("tenant_a")).status_code == 404
assert client.get(f"/api/v1/deals/{deal_b}/payments", headers=_headers("tenant_a")).status_code == 404
assert (
client.post(
f"/api/v1/payments/{payment_id}/reconcile",
json={"status": "failed", "failure_reason": "foreign tenant", "metadata": {}},
headers=_headers("tenant_a"),
).status_code
== 404
)
def test_tenant_cannot_write_foreign_message_or_stage():
client = TestClient(sales_module.app)
_, deal_b = _create_lead_and_deal(client, "tenant_b")
message = client.post(
"/api/v1/messages/outbound",
json={"deal_id": deal_b, "channel_provider": "telegram", "sender_type": "human", "body": "Hello"},
headers=_headers("tenant_a"),
)
assert message.status_code == 404
stage = client.post(
f"/api/v1/deals/{deal_b}/change-stage",
json={"stage_id": "offer_sent", "reason": "foreign tenant attempt"},
headers=_headers("tenant_a"),
)
assert stage.status_code == 404
def test_provider_webhook_resolves_tenant_mapping():
client = TestClient(sales_module.app)
_create_integration(
tenant_id="tenant_webhook",
provider_type="message",
provider_name="telegram",
provider_account_id="tg-account-tenant-webhook",
)
webhook = client.post(
"/api/v1/messages/inbound-webhook",
json={
"phone": "+77009990001",
"channel_provider": "telegram",
"sender_id": "tg-user",
"body": "Need pricing",
"metadata": {"provider_account_id": "tg-account-tenant-webhook"},
},
headers={},
)
assert webhook.status_code == 200
tenant_rows = client.get("/api/v1/deals", headers=_headers("tenant_webhook"))
assert tenant_rows.status_code == 200
assert any(item["tenant_id"] == "tenant_webhook" for item in tenant_rows.json())
other_rows = client.get("/api/v1/deals", headers=_headers("tenant_other"))
assert other_rows.status_code == 200
assert other_rows.json() == []
def test_create_sales_objects_requires_tenant_context():
client = TestClient(sales_module.app)
lead = client.post("/api/v1/leads", json=_lead_payload("missingtenant"), headers=_headers(None))
assert lead.status_code == 400
deal = client.post("/api/v1/deals", json=_deal_payload("missingtenant"), headers=_headers(None))
assert deal.status_code == 400