def add_model_to_plan_fundproposal(config, client_id, plan_id, model_id): data = json.loads(utils.get_api_test_data(config, "add_imps_model_to_fund_proposal")) data["model"]["id"] = model_id result = config.put(f"/v2/clients/{client_id}/plans/{plan_id}/fundproposal", "portfolio", data=json.dumps(data)) assert result.status_code == 200, \ f"Expected response code is 200. Actual response code is {result.status_code} {result.text}" return result.json()
def change_workflow_status_to(config, workflow_id, status): config.get_access_token_using_internal_credentials() data = json.loads(utils.get_api_test_data(config, "change_workflow_status")) data["status"] = status result = config.patch(f"/v1/templates/{workflow_id}", "workflow", data=json.dumps(data)) assert result.status_code == 200, \ f"Expected response code is 200. Actual response code is {result.status_code} {result.text}"
def create_contribution(config, client_id, plan_id): data = json.loads(utils.get_api_test_data(config, "create_contribution")) data["startsOn"] = date.today().strftime("%Y-%m-%d") result = config.post(f"/v2/clients/{client_id}/plans/{plan_id}/contributions", "portfolio", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}." return result.json()
def create_secure_message(config): config.get_access_token_for_resource_owner_flow() data = json.loads(utils.get_api_test_data(config, "create_secure_message")) data["subject"] = fakedata.rand_text(5) result = config.post("/v1/messages", "securemessaging", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def create_workflow_category(config): config.get_access_token_using_internal_credentials() data = json.loads(utils.get_api_test_data(config, "create_workflow_category")) data["name"] = data["name"] + rand_text() result = config.post(f"/v1/templatecategories", "workflow", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def search_client(config, last_name): config.get_access_token_for_resource_owner_flow() data = json.loads(utils.get_api_test_data(config, "search_client")) data["filters"][0]["value"] = last_name result = config.post("/v1/clients/search", "crm", data=json.dumps(data)) assert result.status_code == 200, \ f"Expected response code is 200. Actual response code is {result.status_code} {result.text}" return result.json()
def create_valuation(config, client_id, plan_id, valuation="40000.0000"): data = json.loads(utils.get_api_test_data(config, "create_valuation")) data["value"]["amount"] = valuation result = config.post(f"/v2/clients/{client_id}/plans/{plan_id}/valuations", "portfolio", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def add_address_for_lead(config, lead_id): data = json.loads(utils.get_api_test_data(config, "create_address")) result = config.post(f"/v2/leads/{lead_id}/addresses", "crm", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def update_cff_client_personal_data(config, client_id): data = json.loads(utils.get_api_test_data(config, "reset_cff_client_data")) result = config.put(f"/v2/clients/{client_id}", "crm", data=json.dumps(data)) assert result.status_code == 200, \ f"Expected response code is 200. Actual response code is {result.status_code} {result.text}" return result.json()
def create_quote(config, client_id): data = json.loads(utils.get_api_test_data(config, "create_quote")) result = config.post(f"/v2/clients/{client_id}/quotes/", "quotation", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def create_task(config, client_id): config.get_access_token_using_internal_credentials() data = json.loads(utils.get_api_test_data(config, "create_task")) data["relatedPartyId"] = client_id result = config.post(f"/v1/tasks", "crm", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def create_client_goal(config, client_id): data = json.loads(utils.get_api_test_data(config, "create_goal")) data["startDate"] = datetime.now().strftime("%Y-%m-%d") target_date = datetime.now() + timedelta(days=3600) data["targetDate"] = target_date.strftime("%Y-%m-%d") result = config.post(f"/v1/clients/{client_id}/goals", "factfind", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def change_plan_status_to(config, client_id, plan_id, status): data = json.loads(utils.get_api_test_data(config, "change_plan_status")) data["status"] = status result = config.post(f"/v2/clients/{client_id}/plans/{plan_id}/statuses", "portfolio", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def create_corporate_client(config): data = json.loads( utils.get_api_test_data(config, "create_corporate_client")) data["corporate"]["name"] = data["corporate"]["name"] + fakedata.rand_text( ) result = config.post("/v2/clients", "crm", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def add_contact_for_client(config, client_id, contact_type): data = json.loads(utils.get_api_test_data(config, "create_client_contact")) data["type"] = contact_type result = config.post(f"/v2/clients/{client_id}/contactdetails", "crm", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def create_client_document(config, client_id): data = json.loads(utils.get_api_test_data(config, "create_document")) result = config.post(f"/v2/clients/{client_id}/documents", "storage", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" config.document_location = result.headers["x-iflo-object-location"] return result.json()
def create_fund_holding(config, client_id, plan_id): data = json.loads(utils.get_api_test_data(config, "create_fund")) data["units"]["numberUpdatedOn"] = date.today().strftime("%Y-%m-%d") data["units"]["priceUpdatedOn"] = date.today().strftime("%Y-%m-%d") result = config.post(f"/v2/clients/{client_id}/plans/{plan_id}/holdings", "portfolio", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def create_lead(config): data = json.loads(utils.get_api_test_data(config, "create_lead")) data["person"][ "firstName"] = data["person"]["firstName"] + fakedata.rand_text() data["person"][ "lastName"] = data["person"]["lastName"] + fakedata.rand_text() result = config.post("/v2/leads", "crm", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def create_quote_result(config, client_id, quote_id, *client_id_second_life): data = json.loads(utils.get_api_test_data(config, "create_quote_result")) data["applicants"][0]["id"] = client_id if client_id_second_life: data["applicants"].append({"id": f"{client_id_second_life[0]}"}) result = config.post(f"/v2/clients/{client_id}/quotes/{quote_id}/results", "quotation", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def verify_existing_and_new_funds_present(self): current_fund_names_list = utils.get_str_list_from_list_of_webelements( self.dialog.get_funds_names()) expected_fund_list = json.loads( utils.get_api_test_data( self.config, "create_basic_imps_model"))["funds"] expected_fund_list.append( utils.get_temp_data(self.config, "fund_holding")["fund"]) expected_fund_names_list = [ fund["name"] for fund in expected_fund_list ] assert set(current_fund_names_list) == set(expected_fund_names_list), \ f"Expected funds are {expected_fund_names_list}. Observed funds are {current_fund_names_list}" return self
def create_relationships_for_client(config, client_id_first_life, client_id_second_life, relationship_type=None): data = json.loads(utils.get_api_test_data(config, "create_relationships")) data["subject"]["id"] = client_id_first_life data["relation"]["id"] = client_id_second_life if relationship_type: data["relationshipType"]["name"] = relationship_type result = config.post(f"/v2/clients/{client_id_first_life}/relationships", "crm", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def create_model_portfolio(config): data = json.loads( utils.get_api_test_data(config, "create_basic_imps_model")) data["code"] = data["code"] + fakedata.rand_text() data[ "name"] = "Automation Rebalance Test iMPS Model " + fakedata.rand_text( ) config.access_token = config.get_app_tcc_token("imps_app") app_id = utils.get_app_by_type(config, "imps_app")["app_id"] result = config.post(f"/v2/apps/{app_id}/models", "imps", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" config.access_token = None return result.json()
def create_plan(config, client_id, plan_type, is_pre_existing=False, plan_details={}): data = json.loads(utils.get_api_test_data(config, "create_plan")) if is_pre_existing: data["Lifecycle"]["id"] = data["Lifecycle"]["id"]["is_pre_existing"] else: data["Lifecycle"]["id"] = data["Lifecycle"]["id"][plan_type] data["planType"]["name"] = data["planType"]["name"][plan_type] data["owners"][0]["id"] = client_id data.update(plan_details) result = config.post(f"/v2/clients/{client_id}/plans/", "portfolio", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()
def add_dependant(config, client_id): data = json.loads(utils.get_api_test_data(config, "add_dependant")) result = config.post(f"/v2/clients/{client_id}/dependants", "factfind", data=json.dumps(data)) assert result.status_code == 201, \ f"Expected response code is 201. Actual response code is {result.status_code} {result.text}" return result.json()