class IndividualUserEnrolmentView(BaseEnrolmentWizardView):
google_analytics_page_id = 'IndividualEnrolment'
steps_list_labels = [
constants.PROGRESS_STEP_LABEL_BUSINESS_TYPE,
constants.PROGRESS_STEP_LABEL_INDIVIDUAL_USER_ACCOUNT,
constants.PROGRESS_STEP_LABEL_VERIFICATION,
constants.PROGRESS_STEP_LABEL_PERSONAL_INFO
]
progress_conf = helpers.ProgressIndicatorConf(
step_counter_user={constants.PERSONAL_INFO: 3},
step_counter_anon={
constants.USER_ACCOUNT: 2,
constants.VERIFICATION: 3,
constants.PERSONAL_INFO: 4
},
)
form_list = (
(constants.USER_ACCOUNT, forms.UserAccount),
(constants.VERIFICATION, forms.UserAccountVerification),
(constants.PERSONAL_INFO, forms.IndividualPersonalDetails),
)
templates = {
constants.USER_ACCOUNT: 'enrolment/individual-user-account.html',
constants.VERIFICATION: 'enrolment/user-account-verification.html',
constants.PERSONAL_INFO: 'enrolment/individual-personal-details.html',
constants.FINISHED: 'enrolment/individual-success.html',
}
@property
def verification_link_url(self):
url = reverse('enrolment-individual',
kwargs={'step': constants.VERIFICATION})
return self.request.build_absolute_uri(url)
def get(self, *args, **kwargs):
# at this point all the steps will be hidden as the user is logged
# in and has a user profile, so the normal `get` method fails with
# IndexError, meaning `done` will not be hit. Working around this:
if self.kwargs['step'] == constants.FINISHED:
return self.done()
return super().get(*args, **kwargs)
def get_template_names(self):
return [self.templates[self.steps.current]]
def done(self, *args, **kwargs):
return TemplateResponse(self.request,
self.templates[constants.FINISHED],
self.get_finished_context_data())
class NonCompaniesHouseEnrolmentView(mixins.CreateBusinessProfileMixin,
BaseEnrolmentWizardView):
google_analytics_page_id = 'NonCompaniesHouseEnrolment'
steps_list_labels = [
constants.PROGRESS_STEP_LABEL_BUSINESS_TYPE,
constants.PROGRESS_STEP_LABEL_USER_ACCOUNT,
constants.PROGRESS_STEP_LABEL_VERIFICATION,
constants.PROGRESS_STEP_LABEL_BUSINESS_DETAILS,
constants.PROGRESS_STEP_LABEL_PERSONAL_INFO,
]
progress_conf = helpers.ProgressIndicatorConf(
step_counter_user={
constants.ADDRESS_SEARCH: 2,
constants.PERSONAL_INFO: 3,
},
step_counter_anon={
constants.USER_ACCOUNT: 2,
constants.VERIFICATION: 3,
constants.ADDRESS_SEARCH: 4,
constants.PERSONAL_INFO: 5,
},
)
form_list = (
(constants.USER_ACCOUNT, forms.UserAccount),
(constants.VERIFICATION, forms.UserAccountVerification),
(constants.ADDRESS_SEARCH, forms.NonCompaniesHouseSearch),
(constants.PERSONAL_INFO, core.forms.PersonalDetails),
)
templates = {
constants.USER_ACCOUNT: 'enrolment/user-account.html',
constants.VERIFICATION: 'enrolment/user-account-verification.html',
constants.ADDRESS_SEARCH: 'enrolment/address-search.html',
constants.PERSONAL_INFO:
'enrolment/non-companies-house-personal-details.html',
constants.FINISHED: 'enrolment/non-companies-house-success.html',
}
@property
def verification_link_url(self):
url = reverse('enrolment-sole-trader',
kwargs={'step': constants.VERIFICATION})
return self.request.build_absolute_uri(url)
def get_context_data(self, **kwargs):
context = super().get_context_data(**kwargs)
if self.steps.current == constants.PERSONAL_INFO:
context['company'] = self.get_cleaned_data_for_step(
constants.ADDRESS_SEARCH)
return context
class TestView(views.ProgressIndicatorMixin, NamedUrlSessionWizardView):
def get_template_names(self):
return ['enrolment/user-account-resend-verification.html']
form_list = (
(views.USER_ACCOUNT, forms.UserAccount),
(views.COMPANY_SEARCH, forms.UserAccount),
)
progress_conf = helpers.ProgressIndicatorConf(
step_counter_user={views.USER_ACCOUNT: 2},
step_counter_anon={views.USER_ACCOUNT: 2},
first_step=views.USER_ACCOUNT,
)
class ResendVerificationCodeView(mixins.RedirectLoggedInMixin,
mixins.RestartOnStepSkipped,
mixins.ProgressIndicatorMixin,
mixins.StepsListMixin,
mixins.CreateUserAccountMixin,
mixins.GA360Mixin, NamedUrlSessionWizardView):
google_analytics_page_id = 'ResendVerificationCode'
form_list = (
(constants.RESEND_VERIFICATION, forms.ResendVerificationCode),
(constants.VERIFICATION, forms.UserAccountVerification),
)
templates = {
constants.RESEND_VERIFICATION:
'enrolment/user-account-resend-verification.html',
constants.VERIFICATION: 'enrolment/user-account-verification.html',
constants.FINISHED: 'enrolment/start.html',
}
progress_conf = helpers.ProgressIndicatorConf(
step_counter_anon={
constants.RESEND_VERIFICATION: 1,
constants.VERIFICATION: 2
},
# logged in users should not get here
step_counter_user={},
)
steps_list_labels = [
constants.PROGRESS_STEP_LABEL_RESEND_VERIFICATION,
constants.PROGRESS_STEP_LABEL_VERIFICATION,
]
@property
def verification_link_url(self):
url = reverse('resend-verification',
kwargs={'step': constants.VERIFICATION})
return self.request.build_absolute_uri(url)
def get_template_names(self):
return [self.templates[self.steps.current]]
def render_done(self, form, **kwargs):
choice = self.request.session.get(constants.SESSION_KEY_COMPANY_CHOICE)
if choice == constants.COMPANIES_HOUSE_COMPANY:
url = URL_COMPANIES_HOUSE_ENROLMENT
elif choice == constants.NON_COMPANIES_HOUSE_COMPANY:
url = URL_NON_COMPANIES_HOUSE_ENROLMENT
elif choice == constants.NOT_COMPANY:
url = URL_INDIVIDUAL_ENROLMENT
else:
url = reverse('enrolment-business-type')
response = self.validate_code(form=form, response=redirect(url))
return response
def process_step(self, form):
if form.prefix == constants.RESEND_VERIFICATION:
email = form.cleaned_data['email']
verification_code = helpers.regenerate_verification_code(email)
if verification_code:
helpers.send_verification_code_email(
email=email,
verification_code=verification_code,
form_url=self.request.path,
verification_link=self.verification_link_url,
)
return super().process_step(form)
def get_context_data(self, *args, **kwargs):
return super().get_context_data(
verification_missing_url=urls.domestic.CONTACT_US /
'triage/great-account/verification-missing/',
contact_url=urls.domestic.CONTACT_US / 'domestic/',
*args,
**kwargs)
def get_form_initial(self, step):
form_initial = super().get_form_initial(step)
if step == constants.VERIFICATION:
data = self.get_cleaned_data_for_step(
constants.RESEND_VERIFICATION)
if data:
form_initial['email'] = data['email']
return form_initial
class PreVerifiedEnrolmentView(BaseEnrolmentWizardView):
google_analytics_page_id = 'PreVerifiedEnrolment'
# Needed by CreateUserAccountMixin, not applicable here
verification_link_url = ''
steps_list_labels = [
constants.PROGRESS_STEP_LABEL_USER_ACCOUNT,
constants.PROGRESS_STEP_LABEL_VERIFICATION,
constants.PROGRESS_STEP_LABEL_PERSONAL_INFO,
]
progress_conf = helpers.ProgressIndicatorConf(
step_counter_user={constants.PERSONAL_INFO: 1},
step_counter_anon={
constants.USER_ACCOUNT: 1,
constants.VERIFICATION: 2,
constants.PERSONAL_INFO: 3,
},
)
form_list = (
(constants.USER_ACCOUNT, forms.UserAccount),
(constants.VERIFICATION, forms.UserAccountVerification),
(constants.PERSONAL_INFO, core.forms.PersonalDetails),
)
templates = {
constants.USER_ACCOUNT: 'enrolment/user-account.html',
constants.VERIFICATION: 'enrolment/user-account-verification.html',
constants.PERSONAL_INFO: 'enrolment/preverified-personal-details.html',
constants.FAILURE: 'enrolment/failure-pre-verified.html',
}
def get(self, *args, **kwargs):
key = self.request.GET.get('key')
if key:
data = helpers.retrieve_preverified_company(key)
if data:
self.request.session[constants.SESSION_KEY_COMPANY_DATA] = data
self.request.session[constants.SESSION_KEY_ENROL_KEY] = key
self.request.session.save()
else:
return redirect(reverse('enrolment-start'))
if self.steps.current == constants.PERSONAL_INFO:
if not self.request.session.get(
constants.SESSION_KEY_COMPANY_DATA):
return redirect(reverse('enrolment-start'))
return super().get(*args, **kwargs)
def get_context_data(self, *args, **kwargs):
context = super().get_context_data(*args, **kwargs)
if self.steps.current == constants.PERSONAL_INFO:
context['company'] = self.request.session[
constants.SESSION_KEY_COMPANY_DATA]
return context
def done(self, form_list, **kwargs):
try:
self.claim_company(self.serialize_form_list(form_list))
except HTTPError:
return TemplateResponse(self.request,
self.templates[constants.FAILURE])
else:
messages.success(self.request, 'Business profile created')
return redirect('business-profile')
def claim_company(self, data):
helpers.claim_company(
enrolment_key=self.request.session[
constants.SESSION_KEY_ENROL_KEY],
personal_name=f'{data["given_name"]} {data["family_name"]}',
sso_session_id=self.request.user.session_id,
)
def serialize_form_list(self, form_list):
data = {}
for form in form_list:
data.update(form.cleaned_data)
return data
class CollaboratorEnrolmentView(BaseEnrolmentWizardView):
google_analytics_page_id = 'CollaboratorEnrolment'
steps_list_labels = [
constants.PROGRESS_STEP_LABEL_INDIVIDUAL_USER_ACCOUNT,
constants.PROGRESS_STEP_LABEL_VERIFICATION,
constants.PROGRESS_STEP_LABEL_PERSONAL_INFO
]
progress_conf = helpers.ProgressIndicatorConf(
step_counter_user={constants.PERSONAL_INFO: 2},
step_counter_anon={
constants.USER_ACCOUNT: 1,
constants.VERIFICATION: 2,
constants.PERSONAL_INFO: 3
},
)
form_list = (
(constants.USER_ACCOUNT, forms.UserAccountCollaboration),
(constants.VERIFICATION, forms.UserAccountVerification),
(constants.PERSONAL_INFO, forms.IndividualPersonalDetails),
)
templates = {
constants.USER_ACCOUNT:
'enrolment/individual-user-account.html',
constants.VERIFICATION:
'enrolment/user-account-verification.html',
constants.PERSONAL_INFO:
'enrolment/collaborator-personal-details.html',
constants.FINISHED:
'enrolment/individual-success.html',
constants.INVITE_EXPIRED:
'enrolment/individual-collaborator-invite-expired.html'
}
@property
def verification_link_url(self):
url = reverse('enrolment-collaboration',
kwargs={'step': constants.VERIFICATION})
return self.request.build_absolute_uri(url)
def get(self, *args, **kwargs):
if 'invite_key' in self.request.GET:
self.request.session[
constants.
SESSION_KEY_INVITE_KEY] = self.request.GET['invite_key']
if not self.collaborator_invition:
contact_url = urls.domestic.CONTACT_US / 'domestic/enquiries/'
context = {
'contact_url':
contact_url,
'description':
('This invitation has expired, please contact your business profile administrator to request a '
f'new invitation or <a href="{contact_url}"">contact us.</a>'
)
}
return TemplateResponse(
request=self.request,
template=self.templates[constants.INVITE_EXPIRED],
context=context,
)
# at this point all the steps will be hidden as the user is logged
# in and has a user profile, so the normal `get` method fails with
# IndexError, meaning `done` will not be hit. Working around this:
if self.steps.count == 0:
return self.render_done(form=None, step=constants.FINISHED)
return super().get(*args, **kwargs)
def get_template_names(self):
return [self.templates[self.steps.current]]
def create_company_profile(self):
helpers.collaborator_invite_accept(
sso_session_id=self.request.user.session_id,
invite_key=self.request.session[constants.SESSION_KEY_INVITE_KEY],
)
@cached_property
def collaborator_invition(self):
return helpers.collaborator_invite_retrieve(
self.request.session[constants.SESSION_KEY_INVITE_KEY])
def get_context_data(self, **kwargs):
return super().get_context_data(
collaborator_invition=self.collaborator_invition,
**kwargs,
)
def get_form_initial(self, step):
form_initial = super().get_form_initial(step)
if step == constants.USER_ACCOUNT:
form_initial['email'] = self.collaborator_invition[
'collaborator_email']
return form_initial
def done(self, *args, **kwargs):
self.create_company_profile()
messages.success(self.request, 'Account created')
return redirect('business-profile')
class CompaniesHouseEnrolmentView(mixins.CreateBusinessProfileMixin,
BaseEnrolmentWizardView):
google_analytics_page_id = 'CompaniesHouseEnrolment'
progress_conf = helpers.ProgressIndicatorConf(
step_counter_user={
constants.COMPANY_SEARCH: 2,
constants.ADDRESS_SEARCH: 2,
constants.BUSINESS_INFO: 2,
constants.PERSONAL_INFO: 3,
},
step_counter_anon={
constants.USER_ACCOUNT: 2,
constants.VERIFICATION: 3,
constants.COMPANY_SEARCH: 4,
constants.ADDRESS_SEARCH: 4,
constants.BUSINESS_INFO: 4,
constants.PERSONAL_INFO: 5,
},
)
steps_list_labels = [
constants.PROGRESS_STEP_LABEL_BUSINESS_TYPE,
constants.PROGRESS_STEP_LABEL_USER_ACCOUNT,
constants.PROGRESS_STEP_LABEL_VERIFICATION,
constants.PROGRESS_STEP_LABEL_BUSINESS_DETAILS,
constants.PROGRESS_STEP_LABEL_PERSONAL_INFO,
]
form_list = (
(constants.USER_ACCOUNT, forms.UserAccount),
(constants.VERIFICATION, forms.UserAccountVerification),
(constants.COMPANY_SEARCH, forms.CompaniesHouseCompanySearch),
(constants.ADDRESS_SEARCH, forms.CompaniesHouseAddressSearch),
(constants.BUSINESS_INFO, forms.CompaniesHouseBusinessDetails),
(constants.PERSONAL_INFO, core.forms.PersonalDetails),
)
templates = {
constants.USER_ACCOUNT: 'enrolment/user-account.html',
constants.VERIFICATION: 'enrolment/user-account-verification.html',
constants.COMPANY_SEARCH:
'enrolment/companies-house-company-search.html',
constants.ADDRESS_SEARCH: 'enrolment/address-search.html',
constants.BUSINESS_INFO:
'enrolment/companies-house-business-details.html',
constants.PERSONAL_INFO:
'enrolment/companies-house-personal-details.html',
constants.FINISHED: 'enrolment/companies-house-success.html',
}
@property
def verification_link_url(self):
url = reverse('enrolment-companies-house',
kwargs={'step': constants.VERIFICATION})
return self.request.build_absolute_uri(url)
def address_search_condition(self):
company = self.get_cleaned_data_for_step(constants.COMPANY_SEARCH)
if not company:
return True
return helpers.is_companies_house_details_incomplete(
company['company_number'])
condition_dict = {
constants.ADDRESS_SEARCH: address_search_condition,
**mixins.CreateUserAccountMixin.condition_dict
}
def get_form_kwargs(self, step=None):
form_kwargs = super().get_form_kwargs(step=step)
if step == constants.BUSINESS_INFO:
previous_data = self.get_cleaned_data_for_step(
constants.COMPANY_SEARCH)
if previous_data:
form_kwargs['is_enrolled'] = helpers.get_is_enrolled(
previous_data['company_number'])
return form_kwargs
def get_form_initial(self, step):
form_initial = super().get_form_initial(step)
if step == constants.ADDRESS_SEARCH:
company = self.get_cleaned_data_for_step(
constants.COMPANY_SEARCH) or {}
form_initial['company_name'] = company.get('company_name')
elif step == constants.BUSINESS_INFO:
company_search_step_data = self.get_cleaned_data_for_step(
constants.COMPANY_SEARCH)
company_data = helpers.get_companies_house_profile(
company_search_step_data['company_number'])
company = helpers.CompanyParser(company_data)
form_initial['company_name'] = company.name
form_initial['company_number'] = company.number
form_initial['sic'] = company.nature_of_business
form_initial['date_of_creation'] = company.date_of_creation
if self.address_search_condition():
address_step_data = self.get_cleaned_data_for_step(
constants.ADDRESS_SEARCH) or {}
form_initial['address'] = address_step_data.get('address')
form_initial['postal_code'] = address_step_data.get(
'postal_code')
else:
form_initial['address'] = company.address
form_initial['postal_code'] = company.postcode
return form_initial
def get_context_data(self, *args, **kwargs):
context = super().get_context_data(*args, **kwargs)
if self.steps.current == constants.ADDRESS_SEARCH:
context['is_in_companies_house'] = True
return context
def serialize_form_list(self, form_list):
return {
**super().serialize_form_list(form_list),
'company_type':
'COMPANIES_HOUSE',
}
def done(self, form_list, form_dict, **kwargs):
data = self.serialize_form_list(form_list)
is_enrolled = helpers.get_is_enrolled(data['company_number'])
if is_enrolled:
helpers.create_company_member(
sso_session_id=self.request.user.session_id,
data={
'company': data['company_number'],
'sso_id': self.request.user.id,
'company_email': self.request.user.email,
'name': self.request.user.full_name,
'mobile_number': data.get('phone_number', ''),
})
helpers.notify_company_admins_member_joined(
sso_session_id=self.request.user.session_id,
email_data={
'company_name':
data['company_name'],
'name':
self.request.user.full_name,
'email':
self.request.user.email,
'profile_remove_member_url':
self.request.build_absolute_uri(
reverse('business-profile-admin-tools')),
'report_abuse_url':
urls.domestic.FEEDBACK
},
form_url=self.request.path)
if self.request.user.role == user_roles.MEMBER:
messages.add_message(self.request, messages.SUCCESS,
'You are now linked to the profile.')
return redirect(
reverse('business-profile') + '?member_user_linked=true')
else:
return super().done(form_list, form_dict=form_dict, **kwargs)
class ResendVerificationCodeView(NotFoundOnDisabledFeature,
RedirectLoggedInMixin, RestartOnStepSkipped,
ProgressIndicatorMixin, StepsListMixin,
NamedUrlSessionWizardView):
form_list = (
(RESEND_VERIFICATION, forms.ResendVerificationCode),
(VERIFICATION, forms.UserAccountVerification),
)
templates = {
RESEND_VERIFICATION: 'enrolment/user-account-resend-verification.html',
VERIFICATION: 'enrolment/user-account-verification.html',
FINISHED: 'enrolment/start.html',
}
progress_conf = helpers.ProgressIndicatorConf(
step_counter_anon={
RESEND_VERIFICATION: 1,
VERIFICATION: 2
},
first_step=RESEND_VERIFICATION,
# logged in users should not get here
step_counter_user={},
)
steps_list_conf = helpers.StepsListConf(
form_labels_anon=[
'Resend verification',
PROGRESS_STEP_LABEL_VERIFICATION,
],
# logged in users should not get here
form_labels_user=[],
)
def get_template_names(self):
return [self.templates[self.steps.current]]
def done(self, form_list, **kwargs):
cookies = self.get_cleaned_data_for_step(VERIFICATION)['cookies']
choice = self.request.session.get('company_choice')
if choice == constants.COMPANIES_HOUSE_COMPANY:
url = URL_COMPANIES_HOUSE_ENROLMENT
elif choice == constants.SOLE_TRADER:
url = URL_SOLE_TRADER_ENROLMENT
else:
url = reverse('enrolment-business-type')
response = redirect(url)
response.cookies.update(cookies)
return response
def render_next_step(self, form, **kwargs):
response = super().render_next_step(form, **kwargs)
if form.prefix == RESEND_VERIFICATION:
email = form.cleaned_data['email']
verification_code = helpers.regenerate_verification_code(email)
if verification_code:
helpers.send_verification_code_email(
email=email,
verification_code=verification_code,
form_url=self.request.path,
)
return response
def get_context_data(self, *args, **kwargs):
return super().get_context_data(
verification_missing_url=urls.build_great_url(
'contact/triage/great-account/verification-missing/'),
contact_url=urls.build_great_url('contact/domestic/'),
*args,
**kwargs)
def get_form_initial(self, step):
form_initial = super().get_form_initial(step)
if step == VERIFICATION:
data = self.get_cleaned_data_for_step(RESEND_VERIFICATION)
if data:
form_initial['email'] = data['email']
return form_initial
class PreVerifiedEnrolmentView(BaseEnrolmentWizardView):
steps_list_conf = helpers.StepsListConf(
form_labels_user=[PROGRESS_STEP_LABEL_PERSONAL_INFO],
form_labels_anon=[
PROGRESS_STEP_LABEL_USER_ACCOUNT,
PROGRESS_STEP_LABEL_VERIFICATION,
PROGRESS_STEP_LABEL_PERSONAL_INFO,
],
)
progress_conf = helpers.ProgressIndicatorConf(
step_counter_user={PERSONAL_INFO: 1},
step_counter_anon={
USER_ACCOUNT: 1,
VERIFICATION: 2,
PERSONAL_INFO: 3,
},
first_step=USER_ACCOUNT,
)
form_list = (
(USER_ACCOUNT, forms.UserAccount),
(VERIFICATION, forms.UserAccountVerification),
(PERSONAL_INFO, forms.PersonalDetails),
)
templates = {
USER_ACCOUNT: 'enrolment/user-account.html',
VERIFICATION: 'enrolment/user-account-verification.html',
PERSONAL_INFO: 'enrolment/preverified-personal-details.html',
FINISHED: 'enrolment/success-pre-verified.html',
FAILURE: 'enrolment/failure-pre-verified.html',
}
def get(self, *args, **kwargs):
key = self.request.GET.get('key')
if key:
data = helpers.retrieve_preverified_company(key)
if data:
self.request.session[SESSION_KEY_COMPANY_DATA] = data
self.request.session[SESSION_KEY_ENROL_KEY] = key
self.request.session.save()
else:
return redirect(reverse('enrolment-start'))
if self.steps.current == PERSONAL_INFO:
if not self.request.session.get(SESSION_KEY_COMPANY_DATA):
return redirect(reverse('enrolment-start'))
return super().get(*args, **kwargs)
def get_context_data(self, *args, **kwargs):
context = super().get_context_data(*args, **kwargs)
if self.steps.current == PERSONAL_INFO:
context['company'] = (
self.request.session[SESSION_KEY_COMPANY_DATA])
return context
def done(self, form_list, **kwargs):
try:
self.claim_company(self.serialize_form_list(form_list))
except HTTPError:
template_name = self.templates[FAILURE]
else:
template_name = self.templates[FINISHED]
return TemplateResponse(self.request, template_name)
def claim_company(self, data):
helpers.claim_company(
enrolment_key=self.request.session[SESSION_KEY_ENROL_KEY],
personal_name=f'{data["given_name"]} {data["family_name"]}',
sso_session_id=self.request.sso_user.session_id,
)
def serialize_form_list(self, form_list):
data = {}
for form in form_list:
data.update(form.cleaned_data)
return data
class SoleTraderEnrolmentView(CreateCompanyProfileMixin,
BaseEnrolmentWizardView):
steps_list_conf = helpers.StepsListConf(
form_labels_user=[
PROGRESS_STEP_LABEL_BUSINESS_TYPE,
PROGRESS_STEP_LABEL_BUSINESS_DETAILS,
PROGRESS_STEP_LABEL_PERSONAL_INFO,
],
form_labels_anon=[
PROGRESS_STEP_LABEL_BUSINESS_TYPE,
PROGRESS_STEP_LABEL_USER_ACCOUNT,
PROGRESS_STEP_LABEL_VERIFICATION,
PROGRESS_STEP_LABEL_BUSINESS_DETAILS,
PROGRESS_STEP_LABEL_PERSONAL_INFO,
],
)
progress_conf = helpers.ProgressIndicatorConf(
step_counter_user={
COMPANY_SEARCH: 2,
BUSINESS_INFO: 3,
PERSONAL_INFO: 4,
},
step_counter_anon={
USER_ACCOUNT: 2,
VERIFICATION: 3,
COMPANY_SEARCH: 4,
BUSINESS_INFO: 4,
PERSONAL_INFO: 5,
},
first_step=USER_ACCOUNT,
)
form_list = (
(USER_ACCOUNT, forms.UserAccount),
(VERIFICATION, forms.UserAccountVerification),
(COMPANY_SEARCH, forms.SoleTraderSearch),
(BUSINESS_INFO, forms.SoleTraderBusinessDetails),
(PERSONAL_INFO, forms.PersonalDetails),
)
templates = {
USER_ACCOUNT: 'enrolment/user-account.html',
VERIFICATION: 'enrolment/user-account-verification.html',
COMPANY_SEARCH: 'enrolment/sole-trader-search.html',
BUSINESS_INFO: 'enrolment/sole-trader-business-details.html',
PERSONAL_INFO: 'enrolment/sole-trader-personal-details.html',
FINISHED: 'enrolment/success-sole-trader.html',
}
def get_form_initial(self, step):
form_initial = super().get_form_initial(step)
if step == BUSINESS_INFO:
data = self.get_cleaned_data_for_step(COMPANY_SEARCH)
if data:
form_initial['address'] = data['address'].replace(', ', '\n')
form_initial['postal_code'] = data['postal_code']
form_initial['company_name'] = data['company_name']
return form_initial
def done(self, form_list, **kwargs):
data = self.serialize_form_list(form_list)
self.create_company_profile(data)
return TemplateResponse(self.request, self.templates[FINISHED])
def serialize_form_list(self, form_list):
return {
'company_type': 'SOLE_TRADER',
**super().serialize_form_list(form_list)
}
class CompaniesHouseEnrolmentView(CreateCompanyProfileMixin,
BaseEnrolmentWizardView):
progress_conf = helpers.ProgressIndicatorConf(
step_counter_user={
COMPANY_SEARCH: 2,
BUSINESS_INFO: 2,
PERSONAL_INFO: 3,
},
step_counter_anon={
USER_ACCOUNT: 2,
VERIFICATION: 3,
COMPANY_SEARCH: 4,
BUSINESS_INFO: 4,
PERSONAL_INFO: 5,
},
first_step=USER_ACCOUNT,
)
steps_list_conf = helpers.StepsListConf(
form_labels_user=[
PROGRESS_STEP_LABEL_BUSINESS_TYPE,
PROGRESS_STEP_LABEL_BUSINESS_DETAILS,
PROGRESS_STEP_LABEL_PERSONAL_INFO,
],
form_labels_anon=[
PROGRESS_STEP_LABEL_BUSINESS_TYPE,
PROGRESS_STEP_LABEL_USER_ACCOUNT,
PROGRESS_STEP_LABEL_VERIFICATION,
PROGRESS_STEP_LABEL_BUSINESS_DETAILS,
PROGRESS_STEP_LABEL_PERSONAL_INFO,
],
)
form_list = (
(USER_ACCOUNT, forms.UserAccount),
(VERIFICATION, forms.UserAccountVerification),
(COMPANY_SEARCH, forms.CompaniesHouseSearch),
(BUSINESS_INFO, forms.CompaniesHouseBusinessDetails),
(PERSONAL_INFO, forms.PersonalDetails),
)
templates = {
USER_ACCOUNT: 'enrolment/user-account.html',
VERIFICATION: 'enrolment/user-account-verification.html',
COMPANY_SEARCH: 'enrolment/companies-house-search.html',
BUSINESS_INFO: 'enrolment/companies-house-business-details.html',
PERSONAL_INFO: 'enrolment/companies-house-personal-details.html',
FINISHED: 'enrolment/success-companies-house.html',
}
def get_form_kwargs(self, step=None):
form_kwargs = super().get_form_kwargs(step=step)
if step == BUSINESS_INFO:
previous_data = self.get_cleaned_data_for_step(COMPANY_SEARCH)
if previous_data:
form_kwargs['company_data'] = helpers.get_company_profile(
number=previous_data['company_number'],
session=self.request.session,
)
form_kwargs['is_enrolled'] = helpers.get_is_enrolled(
company_number=previous_data['company_number'],
session=self.request.session,
)
elif step == COMPANY_SEARCH:
form_kwargs['session'] = self.request.session
return form_kwargs
def get_context_data(self, *args, **kwargs):
context = super().get_context_data(*args, **kwargs)
if self.steps.current == COMPANY_SEARCH:
context['company_not_found_url'] = urls.build_great_url(
'contact/triage/great-account/company-not-found/')
return context
def serialize_form_list(self, form_list):
return {
'company_type': 'COMPANIES_HOUSE',
**super().serialize_form_list(form_list)
}
def done(self, form_list, **kwargs):
data = self.serialize_form_list(form_list)
is_enrolled = helpers.get_is_enrolled(
company_number=data['company_number'],
session=self.request.session,
)
if is_enrolled:
helpers.request_collaboration(
company_number=data['company_number'],
email=self.request.sso_user.email,
name=f"{data['given_name']} {data['family_name']}",
form_url=self.request.path,
)
else:
self.create_company_profile(data)
return TemplateResponse(self.request, self.templates[FINISHED])