class Lead(BaseModel):
user = models.ForeignKey('users.user', on_delete=models.CASCADE)
contact = models.ForeignKey(
'crm.Contact', null=True, blank=True, on_delete=models.CASCADE)
campaign = models.ForeignKey(
'users.Campaign', null=True, blank=True, on_delete=models.CASCADE)
pincode = models.CharField(max_length=6, null=True)
bookmark = models.BooleanField(default=False)
is_client = models.BooleanField(default=False)
ignore = models.BooleanField(default=False)
class Meta:
ordering = ('-bookmark',)
def create_opportunity(self, validated_data):
instance = Opportunity.objects.create(
lead_id=self.id, category_id=validated_data['category_id'])
instance.update_category_opportunity(validated_data)
return instance
def get_quotes(self):
from sales.models import Quote
return Quote.objects.filter(
opportunity__lead_id=self.id,
ignore=False).exclude(status='rejected')
def __str__(self):
return "%s - Contact: %s" % (
self.user.get_full_name(),
self.contact.first_name if self.contact else 'Pending')
class Note(BaseModel):
lead = models.ForeignKey('crm.Lead', on_delete=models.PROTECT)
title = models.CharField(max_length=128)
text = models.TextField()
read = models.BooleanField(default=False)
ignore = models.BooleanField(default=False)
def __str__(self):
return self.title
class ProductVariant(BaseModel):
company_category = models.ForeignKey('product.CompanyCategory',
null=True,
blank=True,
on_delete=models.CASCADE)
parent = models.ForeignKey('self',
null=True,
blank=True,
on_delete=models.CASCADE)
name = models.CharField(max_length=256,
default="",
verbose_name="Product Name")
parent_product = models.CharField(max_length=128,
null=True,
blank=True,
default='GoPlannr')
feature_variant = models.CharField(max_length=256, default='base')
short_description = models.CharField(max_length=128, null=True, blank=True)
long_description = models.TextField(null=True, blank=True)
online_process = models.BooleanField(default=False)
is_active = models.BooleanField(default=True)
chronic = models.BooleanField(default=True)
def get_product_details(self):
return {
'name': self.product_short_name,
'company': self.company_category.company.name,
'logo': self.logo,
'variant_name': self.product_short_name
}
@cached_property
def logo(self):
from goplannr.settings import DEBUG
return (Constants.DEBUG_HOST
if DEBUG else '') + self.company_category.company.logo.url
@cached_property
def product_short_name(self):
return self.name
def get_basic_details(self):
return dict(toll_free_number=', '.join(
self.company_category.company.toll_free_number),
brochure=self.get_help_file('sales_brochure'),
claim_form=self.get_help_file('claim_form'))
def get_help_file(self, file_type):
from content.models import HelpFile
helpfile = HelpFile.objects.filter(product_variant_id=self.id,
file_type=file_type).first()
return helpfile.file.url if helpfile else '-'
def __str__(self):
return self.product_short_name
class IPAddress(BaseModel):
account = models.ForeignKey(
'users.Account', on_delete=models.PROTECT, null=True, blank=True)
ip_address = models.CharField(max_length=16)
company_name = models.CharField(max_length=128)
authentication_required = models.BooleanField(default=True)
blocked = models.BooleanField(default=False)
@classmethod
def _get_whitelisted_networks(cls):
return cls.objects.filter(
blocked=False).values_list('ip_address', flat=True)
class Member(BaseModel):
application = models.ForeignKey('sales.Application',
on_delete=models.CASCADE)
relation = models.CharField(max_length=128,
choices=get_choices(
Constants.RELATION_CHOICES),
db_index=True)
first_name = models.CharField(max_length=128, blank=True)
last_name = models.CharField(max_length=128, blank=True)
dob = models.DateField(null=True)
gender = models.CharField(choices=get_choices(Constants.GENDER),
max_length=16,
null=True)
occupation = models.CharField(choices=get_choices(
Constants.OCCUPATION_CHOICES),
max_length=32,
null=True,
blank=True)
height = models.FloatField(default=0.0)
weight = models.FloatField(default=0.0)
ignore = models.BooleanField(default=None, db_index=True, null=True)
def save(self, *ar, **kw):
try:
self.__class__.objects.get(pk=self.id)
except self.__class__.DoesNotExist:
if self.relation not in [
'son', 'daughter'
] and self.__class__.objects.filter(
relation=self.relation,
application_id=self.application_id).exists():
raise IntegrityError('%s relation already exists.' %
self.relation)
super(Member, self).save(*ar, **kw)
def update_fields(self, **kw):
for field in kw.keys():
setattr(self, field, kw[field])
self.save()
def get_full_name(self):
name = '%s %s' % (self.first_name, self.last_name)
return name.strip()
@property
def age(self):
if self.dob:
return int((now().today().date() - self.dob).days / 365.2425)
@property
def height_foot(self):
return int(self.height / 30.48)
@property
def height_inches(self):
return round((self.height - self.height_foot * 30.48) / 2.54, 2)
def __str__(self):
return '%s | %s' % (self.relation.title(), self.application.__str__())
class BankAccount(BaseModel):
user = models.ForeignKey('users.User', on_delete=models.CASCADE)
branch = models.OneToOneField(
'content.BankBranch', on_delete=models.CASCADE)
account_no = models.CharField(max_length=32)
default = models.BooleanField(default=False)
is_active = models.BooleanField(default=True)
def save(self, *args, **kwargs):
try:
if self.default and BankAccount.objects.filter(
default=True).exists():
self.default = False
except self.__class__.DoesNotExist:
self.__class__.objects.all().update(default=False)
self.default = True
super(BankAccount, self).save(*args, **kwargs)
class HealthPremium(BaseModel):
product_variant = models.ForeignKey('product.ProductVariant',
null=True,
blank=True,
on_delete=models.CASCADE)
deductible = models.ForeignKey('product.DeductibleMaster',
null=True,
blank=True,
on_delete=models.CASCADE)
sum_insured = models.IntegerField(default=0.0)
suminsured_range = IntegerRangeField(db_index=True)
age_range = IntegerRangeField(db_index=True)
adults = models.IntegerField(null=True, blank=True, db_index=True)
childrens = models.IntegerField(null=True, blank=True, db_index=True)
citytier = models.CharField(max_length=256, null=True, blank=True)
base_premium = models.FloatField(default=Constants.DEFAULT_BASE_PREMIUM)
gst = models.FloatField(default=Constants.DEFAULT_GST)
commission = models.FloatField(default=0.0)
premium = GenericRelation('sales.quote',
related_query_name='healthinsurance',
object_id_field='premium_id')
online_process = models.BooleanField(default=True)
is_active = models.BooleanField(default=True)
ignore = models.BooleanField(default=False)
def get_details(self):
return dict(sum_insured=self.sum_insured,
amount=self.amount,
commision=self.commission_amount)
@cached_property
def commission_amount(self):
company = self.product_variant.company_category.company
category = self.product_variant.company_category.category
return self.amount * (self.commission + company.commission +
category.commission)
@cached_property
def amount(self):
return round((self.gst * self.base_premium) + self.base_premium, 2)
def __str__(self):
return '%s | %s | %s' % (self.sum_insured, self.product_variant.name,
self.age_range)
class CompanyCategory(BaseModel):
category = models.ForeignKey('product.Category', on_delete=models.CASCADE)
company = models.ForeignKey('product.Company', on_delete=models.CASCADE)
claim_settlement = models.CharField(max_length=128, null=True, blank=True)
offer_flag = models.BooleanField(default=False)
class Meta:
unique_together = ('category', 'company')
def __str__(self):
return '%s - %s' % (self.company.short_name, self.category.name)
class Category(BaseModel):
name = models.CharField(max_length=128, db_index=True)
description = models.TextField(null=True, blank=True)
logo = models.ImageField(upload_to=Constants.CATEGORY_UPLOAD_PATH,
default=Constants.DEFAULT_LOGO)
hexa_code = models.CharField(max_length=8,
default=Constants.DEFAULT_HEXA_CODE)
is_active = models.BooleanField(default=False)
commission = models.FloatField(default=Constants.DEFAULT_COMMISSION)
def __str__(self):
return self.name
class Answer(BaseModel):
question = models.ForeignKey('questionnaire.Question',
on_delete=models.CASCADE)
answer = models.CharField(max_length=128)
order = models.IntegerField(default=0)
ignore = models.BooleanField(default=False)
score = models.IntegerField(default=0)
class Meta:
ordering = ('order', )
def __str__(self):
return self.answer
class Question(BaseModel):
category = models.ForeignKey('product.Category', on_delete=models.CASCADE)
title = models.CharField(max_length=32)
question_type = models.CharField(max_length=10,
choices=get_choices(
constants.QUESTION_COICES),
default="single")
question = models.TextField()
order = models.IntegerField(default=0)
ignore = models.BooleanField(default=False)
class Meta:
ordering = ('order', )
def __str__(self):
return self.title
class KYCDocument(BaseModel):
account = models.ForeignKey('users.Account', on_delete=models.CASCADE)
document_type = models.CharField(
choices=get_choices(Constants.KYC_DOC_TYPES), max_length=16)
document_number = models.CharField(max_length=64, null=True, blank=True)
file = models.FileField(upload_to=get_kyc_upload_path)
ignore = models.BooleanField(default=False)
def save(self, *args, **kwargs):
previous = self.__class__.objects.filter(
document_type=self.document_type, account_id=self.id)
if previous.exists():
previous.update(ignore=True)
super(self.__class__, self).save(*args, **kwargs)
def __str__(self):
return self.document_type
class ProposerDocument(BaseModel):
contact = models.ForeignKey('crm.Contact', on_delete=models.CASCADE)
document_number = models.CharField(max_length=64, null=True, blank=True)
document_type = models.CharField(choices=get_choices(
Constants.KYC_DOC_TYPES),
max_length=16)
file = models.FileField(upload_to=get_proposer_upload_path,
null=True,
blank=True)
ignore = models.BooleanField(default=False)
def save(self, *args, **kwargs):
previous = self.__class__.objects.filter(
document_type=self.document_type, contact_id=self.contact_id)
if previous.exists():
previous.update(ignore=True)
super(self.__class__, self).save(*args, **kwargs)
class Nominee(BaseModel):
application = models.ForeignKey('sales.Application',
on_delete=models.CASCADE)
relation = models.CharField(max_length=128,
choices=get_choices(
Constants.RELATION_CHOICES),
db_index=True)
first_name = models.CharField(max_length=128)
last_name = models.CharField(max_length=128)
phone_no = models.CharField(max_length=10)
ignore = models.BooleanField(default=False)
def save(self, *ar, **kw):
if not self.__class__.objects.filter(pk=self.id):
existing_nominee = self.__class__.objects.filter(
application_id=self.application.id)
if existing_nominee.exists():
existing_nominee.update(ignore=True)
super(Nominee, self).save(*ar, **kw)
def get_full_name(self):
name = '%s %s' % (self.first_name, self.last_name)
return name.strip()
class Company(BaseModel):
name = models.CharField(max_length=128,
db_index=True,
verbose_name="Company Name")
short_name = models.CharField(max_length=128)
categories = models.ManyToManyField('product.Category')
logo = models.ImageField(upload_to=Constants.COMPANY_UPLOAD_PATH,
default=Constants.DEFAULT_LOGO)
hexa_code = models.CharField(max_length=8,
default=Constants.DEFAULT_HEXA_CODE)
website = models.URLField(null=True, blank=True)
spoc = models.TextField(null=True, blank=True)
toll_free_number = ArrayField(models.CharField(max_length=32),
default=list,
blank=True,
null=True)
long_description = models.TextField(null=True, blank=True)
small_description = models.TextField(null=True, blank=True)
commission = models.FloatField(default=0.0)
is_active = models.BooleanField(default=False)
def __str__(self):
return self.name
class HealthInsurance(Insurance):
gastrointestinal_disease = JSONField(
default=list, help_text=Constants.GASTROINTESTINAL_DISEASE)
neuronal_diseases = JSONField(default=list,
help_text=Constants.NEURONAL_DISEASES)
oncology_disease = JSONField(default=list,
help_text=Constants.ONCOLOGY_DISEASE)
respiratory_diseases = JSONField(default=list,
help_text=Constants.RESPIRATORY_DISEASES)
cardiovascular_disease = JSONField(
default=list, help_text=Constants.CARDIOVASCULAR_DISEASE)
ent_diseases = JSONField(default=list, help_text=Constants.ENT_DISEASE)
blood_diseases = JSONField(default=list, help_text=Constants.BLOOD_DISODER)
alcohol_consumption = models.IntegerField(
default=0.0,
help_text=Constants.ALCOHOL_CONSUMPTION,
null=True,
blank=True)
tobacco_consumption = models.IntegerField(
default=0.0,
help_text=Constants.TABBACO_CONSUMPTION,
null=True,
blank=True)
cigarette_consumption = models.IntegerField(
default=0.0,
help_text=Constants.CIGARETTE_CONSUMPTION,
null=True,
blank=True)
previous_claim = models.BooleanField(default=False,
help_text=Constants.PREVIOUS_CLAIM,
null=True,
blank=True)
proposal_terms = models.BooleanField(default=False,
help_text=Constants.PROPOSAL_TERMS,
null=True,
blank=True)
def __init__(self, *args, **kwargs):
super(self.__class__, self).__init__(*args, **kwargs)
def update_default_fields(self, kw):
for field in Constants.HEALTHINSURANCE_FIELDS:
setattr(self, field, kw)
self.save()
def switch_premium(self, adults, childrens):
opportunity = self.application.quote.opportunity
data = dict(
effective_age=(now().year -
self.application.active_members.aggregate(
s=models.Min('dob'))['s'].year),
adults=adults,
product_variant_id=self.application.quote.premium.
product_variant_id, # noqa
childrens=childrens)
for member in Constants.RELATION_CHOICES:
members = self.application.active_members.filter(relation=member)
if members.exists() and member not in ['son', 'daughter']:
data['%s_age' % (member)] = members.get().age
data[
'customer_segment_id'] = opportunity.category_opportunity.get_customer_segment(
**data).id # noqa
opportunity.refresh_quote_data(**data)
quote = opportunity.get_quotes().first()
if not quote:
raise RecommendationException('No quote found for this creteria')
previous_quote = self.application.quote
if quote.id != previous_quote.id:
previous_quote.status = 'rejected'
previous_quote.save()
quote.status = 'accepted'
quote.save()
self.application.quote_id = quote.id
self.application.premium = quote.premium.amount
self.application.suminsured = quote.premium.sum_insured
self.application.save()
def get_summary(self):
response = dict()
for field in self._meta.fields:
if field.name in Constants.INSURANCE_EXCLUDE_FIELDS:
continue
field_value = getattr(self, field.name)
if isinstance(field_value, list):
values = list()
for row in field_value:
if row['value']:
values.append(
Member.objects.get(id=row['id']).relation)
field_value = None
if values:
field_value = ", ".join(values)
if not field_value:
continue
response[field.name] = field_value
return response
def get_insurance_fields(self):
field_data = list()
from sales.serializers import (MemberSerializer,
GetInsuranceFieldsSerializer)
members = self.application.active_members or Member.objects.filter(
application_id=self.application_id)
for field in self._meta.fields:
if field.name in Constants.INSURANCE_EXCLUDE_FIELDS:
continue
if field.__class__.__name__ not in [
'BooleanField', 'IntegerField'
]:
members_data = list()
for member in getattr(self, field.name):
row = MemberSerializer(members.get(id=member['id'])).data
row['value'] = member['value']
members_data.append(row)
if field.__class__.__name__ == 'BooleanField':
data = dict(text=field.help_text,
field_name=field.name,
field_requirements=[{
'relation':
'None',
'value':
getattr(self, field.name)
}])
elif field.__class__.__name__ == 'IntegerField':
data = dict(text=field.help_text,
field_name=field.name,
field_requirements=[{
'relation':
'None',
'consumption':
getattr(self, field.name)
}])
else:
data = dict(text=field.help_text,
field_name=field.name,
field_requirements=members_data)
serializer = GetInsuranceFieldsSerializer(data=data)
serializer.is_valid(raise_exception=True)
field_data.append(serializer.data)
return field_data
class Bank(models.Model):
name = models.CharField(max_length=256, db_index=True)
is_active = models.BooleanField(default=False)
def __str__(self):
return self.name
class Quote(BaseModel):
opportunity = models.ForeignKey('crm.Opportunity',
on_delete=models.CASCADE,
null=True,
blank=True)
status = models.CharField(max_length=16,
choices=Constants.STATUS_CHOICES,
default='pending')
limit = models.Q(app_label='product', model='healthpremium')
content_type = models.ForeignKey(ContentType,
on_delete=models.CASCADE,
limit_choices_to=limit)
premium_id = models.PositiveIntegerField()
premium = GenericForeignKey('content_type', 'premium_id')
recommendation_score = models.FloatField(default=0.0)
ignore = models.BooleanField(default=False)
def save(self, *args, **kwargs):
self.__class__.objects.filter(
opportunity_id=self.opportunity_id,
premium_id=self.premium_id,
ignore=False).exclude(status='accepted').update(ignore=True)
super(Quote, self).save(*args, **kwargs)
def __str__(self):
return '%s - %s' % (self.premium.amount, self.premium.product_variant.
company_category.company.name)
class Meta:
ordering = [
'-recommendation_score',
]
def get_feature_details(self):
variant = self.premium.product_variant
features = variant.feature_set.all()
if variant.parent:
features = features | variant.parent.feature_set.exclude(
feature_master__name__in=features.values_list(
'feature_master__name', flat=True))
return features.order_by('feature_master__order').values(
'feature_master__name', 'short_description',
'feature_master__long_description')
def get_faq(self):
company_category = self.premium.product_variant.company_category
return [
dict(question='Claim settlement ratio',
answer=company_category.claim_settlement),
dict(question='Company details',
answer='Name: %s\nWebsite: %s' %
(company_category.company.name,
company_category.company.website or '-'))
]
@cached_property
def health_checkup(self):
return 1500 * self.opportunity.category_opportunity.adults
@cached_property
def wellness_reward(self):
return round(self.opportunity.category_opportunity.wellness_reward *
self.premium.amount, 2) # noqa
@cached_property
def tax_saving(self):
return round(self.opportunity.category_opportunity.tax_saving *
self.premium.amount, 2) # noqa
@cached_property
def effective_premium(self):
return round(self.premium.amount -
(self.health_checkup + self.wellness_reward +
self.tax_saving))
class NewsletterSubscriber(BaseModel):
email = models.EmailField()
unsubscribe = models.BooleanField(default=False)
class Application(BaseModel):
app_client = models.ForeignKey('crm.Lead',
on_delete=models.PROTECT,
null=True,
blank=True)
reference_no = models.CharField(max_length=10, unique=True, db_index=True)
premium = models.FloatField(default=0.0)
suminsured = models.FloatField(default=0.0)
proposer = models.ForeignKey('crm.Contact',
null=True,
on_delete=models.PROTECT)
application_type = models.CharField(max_length=32,
choices=get_choices(
Constants.APPLICATION_TYPES))
quote = models.OneToOneField('sales.Quote', on_delete=models.CASCADE)
status = models.CharField(max_length=32,
choices=Constants.APPLICATION_STATUS,
default='fresh')
stage = models.CharField(max_length=32,
default='proposer_details',
choices=get_choices(Constants.APPLICATION_STAGES))
previous_policy = models.BooleanField(default=False)
name_of_insurer = models.CharField(blank=True, max_length=128)
proposer_verified = models.BooleanField(default=False)
payment_failed = models.BooleanField(null=True, blank=True)
payment_mode = models.CharField(max_length=64, default='offline')
aggregator_error = models.CharField(max_length=256, null=True, blank=True)
terms_and_conditions = models.BooleanField(null=True)
def save(self, *args, **kwargs):
try:
current = self.__class__.objects.get(pk=self.id)
if self.status != current.status:
self.handle_status_change(current)
if (current.payment_failed != self.payment_failed and
self.payment_failed) or self.status == 'completed': # noqa
self.send_slack_notification()
if self.status == 'payment_due' and self.aggregator_error != current.aggregator_error:
self.send_slack_notification()
except self.__class__.DoesNotExist:
self.generate_reference_no()
self.application_type = self.company_category.category.name.lower(
).replace(' ', '')
super(Application, self).save(*args, **kwargs)
def handle_status_change(self, current):
if self.status == 'submitted' and self.stage == 'completed':
self.create_client()
self.create_policy()
self.create_commission(current)
if current.status == 'fresh' and self.status == 'submitted':
self.send_slack_notification()
def send_slack_notification(self):
event = None
if self.quote.opportunity.lead.user.user_type == 'subscriber':
event = 'Application created and payment process done'
elif self.payment_mode == 'offline':
event = 'Application created and payment process done'
elif self.payment_failed:
event = Constants.PAYMENT_ERROR
elif self.aggregator_error:
event = Constants.BROKER_ERROR
else:
event = Constants.PAYMENT_SUCCESS
if event:
self.send_slack_request(event)
def aggregator_operation(self):
premium = self.quote.premium
if not premium.product_variant.online_process or not premium.online_process: # noqa
return False
self.status = 'payment_due'
from aggregator.wallnut.models import Application as Aggregator
if not hasattr(self, 'application'):
Aggregator.objects.create(reference_app_id=self.id,
insurance_type=self.application_type)
self.payment_mode = 'Aggregated payment mode'
self.save()
return self.payment_mode != 'offline'
def update_fields(self, **kw):
updated = False
for field in kw.keys():
setattr(self, field, kw[field])
if not updated:
updated = True
if updated:
self.save()
def generate_reference_no(self):
self.reference_no = genrate_random_string(10)
if self.__class__.objects.filter(
reference_no=self.reference_no).exists():
while self.__class__.objects.filter(
reference_no=self.reference_no).exists():
self.reference_no = genrate_random_string(10)
def add_default_members(self):
category_opportunity = self.quote.opportunity.category_opportunity
today = now()
members = list()
def get_member_instance(gender, relation, dob=None):
instance = Member(application_id=self.id,
dob=dob,
relation=relation,
gender=gender)
if relation == 'self':
responses = Response.objects.filter(
question__category_id=self.company_category.category.id,
opportunity_id=category_opportunity.opportunity_id)
occupation_res = responses.filter(question__title='Occupation')
if occupation_res.exists():
instance.occupation = responses.latest(
'created').answer.answer.replace(' ',
'_').lower() # noqa
return instance
for member, age in category_opportunity.family.items():
member = member.split('_')[0]
gender = category_opportunity.gender if member == 'self' else 'male' # noqa
if member == 'spouse':
gender = 'male' if category_opportunity.gender == 'female' else 'female' # noqa
elif member == 'mother':
gender = 'female'
elif member in ['son', 'daughter']:
while age > 0:
members.append(
get_member_instance(
('male' if member == 'son' else 'female'), member))
age -= 1
continue
instance = get_member_instance(
gender, member,
'%s-%s-%s' % (today.year - int(age), today.month, today.day))
members.append(instance)
Member.objects.bulk_create(members)
def verify_proposer(self, otp):
from django.core.cache import cache
response = otp == cache.get('APP-%s:' % self.reference_no)
cache.delete('APP-%s:' % self.reference_no)
return response
def send_propser_otp(self):
from users.models import Account
Account.send_otp('APP-%s:' % self.reference_no, self.proposer.phone_no)
def create_policy(self):
return Policy.objects.get_or_create(application_id=self.id)
def invalidate_cache(self):
from django.core.cache import cache
cache.delete('USER_CART:%s' % self.quote.opportunity.lead.user_id)
cache.delete('USER_CONTACTS:%s' % self.quote.opportunity.lead.user_id)
cache.delete('USER_EARNINGS:%s' % self.quote.opportunity.lead.user_id)
def create_client(self, save=False):
lead = self.quote.opportunity.lead
if not lead.is_client:
lead.is_client = True
lead.save()
self.app_client_id = lead.id
def create_commission(self, current):
from earnings.models import Commission
cc = self.quote.premium.product_variant.company_category
amount = self.quote.premium.commission + cc.company.commission + cc.category.commission + self.quote.opportunity.lead.user.enterprise.commission # noqa
if not hasattr(self, 'commission'):
commission = Commission(application_id=self.id,
amount=self.premium * amount)
if current.payment_failed != self.payment_failed and self.payment_failed is False: # noqa
commission.status = 'application_submitted'
commission.save()
commission.updated = True
commission.save()
commission.earning.user.account.send_sms(
commission.earning.get_earning_message(self))
def send_slack_request(self, event, mode_type='success'):
import requests
client = self.quote.opportunity.lead
endpoint = 'https://hooks.slack.com/services/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' # noqa
link = '%s://admin.%s/sales/application/%s/change/' % (
'http' if ENV == 'localhost:8000' else 'https', ENV, self.id)
text = event
mode = self.payment_mode
if self.aggregator_error:
text += '\nError: %s' % (self.aggregator_error)
mode = 'Broker Error'
mode_type = 'error'
data = dict(attachments=[
dict(fallback='Required plain-text summary of the attachment.',
color={
'success': '#36a64f',
'warning': '#ff9966',
'error': '#cc3300'
}[mode_type],
pretext=event,
author_name=mode,
title='Open Application',
title_link=link,
text=text,
fields=[
dict(type='mrkdwn',
value="*Application id:*\n%s" % self.reference_no),
dict(type='mrkdwn',
value="*Advisor Name:*\n%s" %
client.user.get_full_name()),
dict(type='mrkdwn',
value="*Advisor phone:*\n%s" %
client.user.account.phone_no)
],
thumb_url='https://onecover.in/favicon.png',
footer='Post application flow',
footer_icon='https://onecover.in/favicon.png',
ts=now().timestamp())
])
return requests.post(endpoint, json=data)
@property
def adults(self):
return self.active_members.filter(dob__year__lte=(now().year -
18)).count()
@property
def childrens(self):
return self.active_members.count() - self.adults
@cached_property
def active_members(self):
return self.member_set.filter(ignore=False)
@cached_property
def inactive_members(self):
return self.member_set.exclude(ignore=False)
@cached_property
def company_category(self):
return self.quote.premium.product_variant.company_category
@cached_property
def people_listed(self):
return self.active_members.count()
@cached_property
def client(self):
return self.app_client
def __str__(self):
return '%s - %s - %s' % (self.reference_no, self.application_type,
self.company_category.company.name)
class Meta:
ordering = ('-created', )
class Application(BaseModel):
_host = 'https://wallnut.in/%s'
reference_app = models.OneToOneField('sales.application',
on_delete=models.PROTECT)
section = models.CharField(max_length=16)
company_name = models.CharField(max_length=64, null=True)
suminsured = models.CharField(max_length=16)
premium = models.FloatField(default=0.0)
insurance_type = models.CharField(max_length=16)
quote_id = models.CharField(max_length=128, null=True)
customer_code = models.CharField(max_length=64, null=True, blank=True)
product_code = models.CharField(max_length=64, null=True, blank=True)
producer_code = models.CharField(max_length=64, null=True, blank=True)
city_code = models.CharField(max_length=16, null=True)
state_code = models.CharField(max_length=16, null=True)
dealstage = models.CharField(max_length=32, null=True)
user_id = models.CharField(max_length=16, null=True)
proposal_id = models.CharField(max_length=32, null=True)
proposal_id2 = models.CharField(max_length=32, null=True)
customer_id = models.CharField(max_length=32, null=True)
city = models.CharField(max_length=16, null=True)
state = models.CharField(max_length=16, null=True)
pincode = models.CharField(max_length=16, null=True)
payment_ready = models.BooleanField(default=False)
regenerate_payment_link = models.BooleanField(default=True)
payment_captured = models.BooleanField(default=False)
raw_quote = JSONField(default=dict)
insurer_product = None
def __init__(self, *args, **kwargs):
super(self.__class__, self).__init__(*args, **kwargs)
if self.company_name:
self.insurer_product = evaluateClassName(self.company_name,
self.insurance_type)(self)
def save(self, *args, **kwargs):
try:
self.__class__.objects.get(pk=self.id)
except self.__class__.DoesNotExist:
self.handle_creation()
super(self.__class__, self).save(*args, **kwargs)
def get_payment_link(self):
return self.insurer_product.get_payment_link()
def send_payment_link(self):
from users.tasks import send_sms
message = Constant.PAYMENT_MESSAGE % (
self.proposer.get_full_name(), self.reference_app.reference_no,
self.premium,
self.reference_app.quote.premium.product_variant.__str__(),
self.get_payment_link())
send_sms.delay(self.reference_app.proposer.phone_no, message)
def handle_creation(self):
self.section = Constant.SECTION.get(
self.reference_app.application_type)
self.suminsured = int(self.reference_app.suminsured)
self.premium = self.reference_app.premium
self.pincode = self.reference_app.quote.opportunity.lead.pincode
self.dealstage = 'productshortlisted'
self.get_state_city()
self.generate_quote_id()
self.get_quote_data()
def get_state_city(self):
url = 'https://wallnut.in/health/proposal_aditya_birla/get_state_city?Pincode=%s' % ( # noqa
self.reference_app.quote.opportunity.lead.pincode)
request_log = ApplicationRequestLog.objects.create(
application_id=self.reference_app.id, url=url, request_type='GET')
response = requests.get(url).json()
request_log.response = response
request_log.save()
self.city = response['city']
self.state = response['state']
def get_premium(self):
url = self._host % 'mediclaim/get_premium'
data = dict(
health_pay_mode=self.pay_mode,
health_pay_type=self.health_pay_type,
health_pay_type_text=self.health_pay_type_text,
health_sum_insured=self.suminsured,
health_pay_mode_text=self.pay_mode_text,
health_me=self.health_me,
gender_age=self.gender_ages,
pincode=self.pincode,
health_insu_id=self.insurer_code,
health_sum_insured_range=[self.suminsured, self.suminsured],
health_city_id=self.city_code or '',
health_state_id=self.state_code or '')
request_log = ApplicationRequestLog.objects.create(
application_id=self.reference_app.id,
url=url,
request_type='POST',
payload=data)
response = requests.post(url, data=data)
request_log.response = response
request_log.save()
def generate_quote_id(self):
url = self._host % 'save_quote_data'
import json
data = dict(section=self.section,
quote_data=json.dumps(
dict(health_pay_mode=self.pay_mode,
health_pay_mode_text=self.pay_mode_text,
health_me=self.health_me,
health_pay_type=self.health_pay_type,
health_pay_type_text=self.health_pay_type_text,
health_sum_insured=self.suminsured,
pincode=self.pincode,
gender_age=self.gender_ages,
health_sum_insured_range=[
self.suminsured, self.suminsured
],
spouse='',
child='',
child_data=list())),
quote='')
request_log = ApplicationRequestLog.objects.create(
application_id=self.reference_app.id,
url=url,
request_type='POST',
payload=data)
response = requests.post(url, data=data).json()
request_log.response = response
request_log.save()
self.quote_id = response['quote']
def get_products(self):
url = (self._host % 'mediclaim/get_products/%s') % self.quote_id
data = dict(quote=self.quote_id)
ApplicationRequestLog.objects.create(
application_id=self.reference_app.id,
url=url,
request_type='POST',
payload=data)
response = requests.post(url, data=data)
return response
def get_quote_data(self):
self.get_products()
import requests
url = (self._host % 'get_quote_data/%s') % self.quote_id
log = ApplicationRequestLog.objects.create(
application_id=self.reference_app.id,
url=url,
request_type='GET',
)
response = requests.get(url).json()
log.response = response
log.save()
self.city_code = response['data']['health_city_id']
self.state_code = response['data']['health_state_id']
self.fetch_quote_details()
def fetch_quote_details(self):
url = (self._host % 'mediclaim/fetch_quote/%s') % self.quote_id
log = ApplicationRequestLog.objects.create(
application_id=self.reference_app.id, url=url, request_type='GET')
response = requests.get(url).json()
log.response = response
log.save()
self.raw_quote = self.get_live_quote(response['quote_data'])
self.company_name = re.sub('[ .]', '', self.raw_quote['company_name'])
reference_app = self.reference_app
reference_app.premium = self.raw_quote['total_premium']
reference_app.save()
def get_live_quote(self, quote_data):
data = filter(
lambda product: product['company_name'] == Constant.COMPANY_NAME.
get(self.reference_app.quote.premium.product_variant.
company_category.company.name # noqa
),
quote_data)
quote = next(data)
premium = int(self.reference_app.premium)
product = self.reference_app.quote.premium.product_variant
if product.parent and product.company_category.company.short_name == 'Aditya Birla': # noqa
return quote
while int(quote['total_premium']) not in range(premium - 100,
premium + 100):
quote = next(data)
self.premium = quote['total_premium']
return quote
def get_user_id(self):
if self.user_id:
return self.user_id
url = self._host % 'save_user_info'
app = self.reference_app
data = dict(
first_name=app.proposer.first_name,
dob=app.proposer.dob.strftime('%d-%M-%Y'),
last_name=app.proposer.last_name,
email=app.proposer.email,
gender=Constant.GENDER.get(app.proposer.gender, 'M'),
mobile_no=app.proposer.phone_no,
alternate_mobile='',
occupation=Constant.OCCUPATION_CODE[app.proposer.occupation],
pincode=self.pincode,
city=self.city,
state=self.state,
address=app.proposer.address.full_address,
user_id='',
dealstage=self.dealstage,
insu_id=self.insurer_code,
insurance_type=self.section.title() + ' Insurance',
amount=self.premium)
log = ApplicationRequestLog.objects.create(
application_id=self.reference_app.id,
url=url,
request_type='POST',
payload=data)
response = requests.post(url, data=data).json()
log.response = response
log.save()
return response['user_id']
def insurer_operation(self):
self.user_id = self.get_user_id()
self.save()
self.insurer_product.perform_creation()
# self.send_payment_link()
return True
@cached_property
def health_me(self):
gender_ages = list()
for member in self.reference_app.active_members.exclude(
relation='self'):
gender_ages.append([('M' if member.gender == 'male' else 'F'),
str(member.age)])
return gender_ages
@cached_property
def proposer(self):
self.self_insured = False
proposers = self.reference_app.active_members
if proposers.filter(relation='self').exists():
self.self_insured = True
proposer = proposers.get(relation='self')
elif proposers.filter(relation='spouse').exists():
proposer = proposers.get(relation='spouse')
else:
proposer = proposers.first()
proposer.marital_status = Constant.get_marital_status(
proposer.relation
) or self.reference_app.proposer.marital_status.title() # noqa
return proposer
@cached_property
def health_pay_type(self):
if self.reference_app.active_members.count() == 1:
return ''
return '%sA%sC' % (self.reference_app.adults,
self.reference_app.childrens)
@cached_property
def health_pay_type_text(self):
pay_type_text = ''
if self.reference_app.active_members.count() == 1:
return pay_type_text
if self.reference_app.active_members.filter(relation='self').exists():
pay_type_text += 'ME '
if self.reference_app.active_members.filter(
relation='spouse').exists(): # noqa
pay_type_text += 'Spouse '
if self.reference_app.active_members.filter(
relation__in=['son', 'daughter']).exists(): # noqa
pay_type_text += '%sChild' % self.reference_app.childrens
return pay_type_text.strip()
@cached_property
def pay_mode(self):
return 'I' if len(self.reference_app.active_members) == 1 else 'F'
@cached_property
def pay_mode_text(self):
return 'Individual' if len(
self.reference_app.active_members) == 1 else 'Family'
@cached_property
def gender_ages(self):
return [[Constant.GENDER[self.proposer.gender], self.proposer.age]]
@cached_property
def all_premiums(self):
return self.raw_quote['all_premium'].split(',')
@cached_property
def insurer_code(self):
return self.raw_quote['insurance_code']
def __str__(self):
return '%s | %s' % (self.quote_id, self.reference_app.__str__())
class User(BaseModel):
account = models.ForeignKey('users.Account', on_delete=models.CASCADE)
user_type = models.CharField(
choices=get_choices(Constants.USER_TYPE), max_length=16,
default=Constants.DEFAULT_USER_TYPE)
campaign = models.ForeignKey(
'users.Campaign', null=True, blank=True, on_delete=models.CASCADE)
rating = models.IntegerField(default=5)
enterprise = models.ForeignKey(
'users.Enterprise', on_delete=models.PROTECT)
flag = JSONField(default=Constants.USER_FLAG)
is_active = models.BooleanField(default=False)
manager_id = models.CharField(max_length=48, null=True, blank=True)
def save(self, *args, **kwargs):
cache.delete('USER_DETAIL:%s' % self.id)
super(self.__class__, self).save(*args, **kwargs)
class Meta:
unique_together = ('user_type', 'account')
def __str__(self):
return self.account.get_full_name()
def get_authorization_key(self):
return jwt.encode(
{'user_id': str(self.id)},
JWT_SECRET, algorithm='HS256')
def get_full_name(self):
return self.account.get_full_name()
@classmethod
def get_authenticated_user(cls, token):
try:
payload = jwt.decode(token, JWT_SECRET)
return cls.objects.get(id=payload.get('user_id'))
except Exception:
pass
return None
def get_accounts(self):
return self.bankaccount_set.filter(is_active=True)
def generate_referral(self, referral_reference=None):
import random
code = ('%s%s' % (
self.account.first_name.lower()[:3], self.account.phone_no[-5:])
).upper()
if Referral.objects.filter(code=code).exists():
while Referral.objects.filter(code=code).exists():
code = ('%s%s' % (
self.account.first_name.lower()[:3],
random.randint(11111, 99999))).upper()
return Referral.objects.create(
code=code, reference_code=referral_reference,
user_id=self.id)
def get_categories(self):
categories = list()
from product.models import Category
for category in Category.objects.only(
'name', 'id', 'hexa_code', 'logo', 'is_active'):
is_active = False
categorys = self.enterprise.categories.filter(id=category.id)
if categorys.exists():
is_active = categorys.get().is_active
categories.append(dict(
id=category.id, hexa_code=category.hexa_code,
name=category.name.split(' ')[0], is_active=is_active,
logo=(
Constants.DEBUG_HOST if DEBUG else '') + category.logo.url
))
categories = sorted(
categories, key=lambda category: Constants.CATEGORY_ORDER.get(
category['name'], 1))
return categories
def get_companies(self):
return self.enterprise.companies.filter(is_active=True)
def get_applications(self, status=None):
from sales.models import Application
query = dict(quote__opportunity__lead__user_id=self.id)
if status and isinstance(status, list):
query['status__in'] = status
elif status:
query['status'] = status
return Application.objects.filter(**query)
def get_policies(self):
from sales.models import Policy
return Policy.objects.filter(
application__quote__opportunity__lead__user_id=self.id)
def get_earnings(self, earning_type=None):
from earnings.models import Earning
return Earning.get_user_earnings(self.id, earning_type)
def get_rules(self):
rules = dict.fromkeys(Constants.PROMO_RULES_KEYS, False)
rules['button_text'] = dict(
recommendation='View plan details', product_detail='Save Plan')
promo_code = self.enterprise.promocode.code.split('-')[1:]
for rule_code in promo_code:
if not rule_code.isdigit():
rule_code = 1
rules.update(Constants.PROMO_RULES[int(rule_code)])
if self.enterprise.enterprise_type != 'subscriber':
rules['kyc_allowed'] = True
rules['button_text']['recommendation'] = 'Buy Now'
rules['button_text']['product_detail'] = 'Buy Now'
return rules
def get_collaterals(self):
from content.models import Collateral
return Collateral.objects.filter(
promocode_id=self.enterprise.promocode_id)
@staticmethod
def validate_referral_code(code):
return Referral.objects.filter(code=code).exists()
@staticmethod
def validate_promo_code(code):
return PromoCode.objects.filter(code=code).exists()
@staticmethod
def get_referral_details(code):
# To Dos: Remove this
referrals = Referral.objects.filter(code=code)
if not referrals.exists():
return {
'user_type': Constants.DEFAULT_USER_TYPE,
'enterprise_id': SubcriberEnterprise.objects.get(
name=Constants.DEFAULT_ENTERPRISE).id
}
referral = referrals.get()
from earnings.models import Earning
Earning.objects.create(
user_id=referral.user.id, earning_type='referral', amount=100)
return dict(
enterprise_id=(
referral.enterprise or SubcriberEnterprise.objects.get(
name=Constants.DEFAULT_ENTERPRISE)).id)
@staticmethod
def get_promo_code_details(code, name):
promo_code = PromoCode.objects.get(code=code)
enterprises = Enterprise.objects.filter(
promocode=promo_code, enterprise_type='enterprise')
if enterprises.exists():
return dict(
user_type='enterprise', enterprise_id=enterprises.get().id)
enterprise = Enterprise.objects.create(name=name, promocode=promo_code)
from product.models import Category, Company
for category_id in Category.objects.values_list('id', flat=True):
enterprise.categories.add(category_id)
for company_id in Company.objects.values_list('id', flat=True):
enterprise.companies.add(company_id)
enterprise.save()
return dict(
user_type=enterprise.enterprise_type,
enterprise_id=enterprise.id)
@property
def account_no(self):
return self.bankaccount_set.get(default=True).account_no
@property
def ifsc(self):
return self.bankaccount_set.get(default=True).branch.ifsc
@property
def bank_name(self):
return self.bankaccount_set.get(default=True).branch.bank.name
