docs: introduce Mercury Notebook Deliverable Pattern

studies/202607_CTM_GenesysCX/tests/test_migration_wfm.py

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+"""Migration + WFM (no-AI) scenario — hand-check acceptance numbers."""
+
+from __future__ import annotations
+
+import pytest
+
+from tokencalc import appendix4 as a4
+from tokencalc import migration_wfm as mw
+from tokencalc.defaults import CTM_DEFAULT_SITES
+
+SITES = list(CTM_DEFAULT_SITES)
+
+
+def _default_benefit_rollout():
+    _, _, benefit_rollout = a4.build_rollouts(SITES)
+    return benefit_rollout
+
+
+def test_wfm_scope_and_verbatim_total():
+    ben = mw.wfm_benefits_by_year(_default_benefit_rollout())
+    assert set(ben["capability"]) == {"WFM"}
+    assert set(ben["region"]) == set(mw.DEFAULT_WFM_REGIONS)
+    assert "EMEA" not in set(ben["region"]), "EMEA WFM is out of scope"
+    # NA $0 (migration) + ANZ $1.4M + ASIA $914K — verbatim, exact.
+    assert ben["benefit"].sum() == pytest.approx(2_314_000)
+
+
+def test_wfm_phasing_on_deck_schedule():
+    ben = mw.wfm_benefits_by_year(_default_benefit_rollout())
+    by_year = ben.groupby("year")["benefit"].sum()
+    assert by_year[2026] == 0.0
+    # ANZ realizes Dec 2027 (1 of 13 live months lands in 2027).
+    assert by_year[2027] == pytest.approx(1_400_000 / 13)
+    assert by_year[2028] == pytest.approx(2_314_000 - 1_400_000 / 13)
+
+
+def test_runrate_saving_annual():
+    # (7.3M − 4.3M) licence + 1.3M ANZ + 1.6M ASIA + 0 NA = 5.9M.
+    assert mw.wfm_annual_runrate() == pytest.approx(2_900_000)
+    assert mw.runrate_saving_annual() == pytest.approx(5_900_000)
+    assert mw.runrate_saving_annual(regions=["NA"]) == pytest.approx(3_000_000)
+    assert mw.runrate_saving_annual(licence_annual=4_800_000,
+                                    regions=[]) == pytest.approx(2_500_000)
+    # Contracted frame: managed services stay in the run-rate forever.
+    assert mw.runrate_saving_annual(
+        a4.tco("ccaas_annual"), managed_annual=a4.MANAGED_SERVICES_ANNUAL
+    ) == pytest.approx(6_589_081.60)
+
+
+def _default_wfm_benefits_by_year():
+    ben = mw.wfm_benefits_by_year(_default_benefit_rollout())
+    return {y: float(ben.loc[ben.year == y, "benefit"].sum()) for y in a4.YEARS}
+
+
+def test_breakeven_extrapolates_past_window():
+    # Deck frame: deck licence rate (6-month ramp), verbatim PS lump,
+    # no managed services.
+    cs = a4.current_state_inputs(SITES)
+    cur = a4.current_costs_by_year(cs)
+    lic = a4.licence_costs_by_year()
+    ps = a4.ps_costs_by_year()
+    total = {y: cur[y] + lic[y] + ps[y] for y in a4.YEARS}
+    inc, net = a4.case_flows(total, _default_wfm_benefits_by_year())
+    assert sum(net.values()) == pytest.approx(-3_703_000, abs=1_000)
+    label = mw.runrate_breakeven_label(net, mw.runrate_saving_annual())
+    assert label == "44 months (~Aug 2029, extrapolated)"
+
+
+def test_contracted_frame_with_sow_and_managed_services():
+    # Contracted frame: signed licence rate, SOW PS milestones, managed
+    # services from MCX go-live — the case the notebook leads with.
+    cs = a4.current_state_inputs(SITES)
+    cur = a4.current_costs_by_year(cs)
+    lic = a4.licence_costs_by_year(annual=a4.tco("ccaas_annual"))
+    ps = a4.ps_costs_by_year(contracted=True)
+    man = a4.managed_services_by_year()
+    total = {y: cur[y] + lic[y] + ps[y] + man[y] for y in a4.YEARS}
+    inc, net = a4.case_flows(total, _default_wfm_benefits_by_year())
+    assert sum(net.values()) == pytest.approx(-1_503_013, abs=1_000)
+    runrate = mw.runrate_saving_annual(
+        a4.tco("ccaas_annual"), managed_annual=a4.MANAGED_SERVICES_ANNUAL)
+    label = mw.runrate_breakeven_label(net, runrate)
+    assert label == "39 months (~Mar 2029, extrapolated)"
+
+
+def test_breakeven_defers_in_window_and_guards_zero_runrate():
+    positive = {2026: 1_000_000.0, 2027: 0.0, 2028: 0.0}
+    assert mw.runrate_breakeven_label(positive, 5_900_000) == \
+        a4.payback_label(positive)
+    negative = {2026: -1_000_000.0, 2027: 0.0, 2028: 0.0}
+    assert mw.runrate_breakeven_label(negative, 0.0) == \
+        "never at current run-rate"