def test_isEntitled_is_not_entitled(self):
spousal_insurance_benefit = SpousalInsuranceBenefit.objects.get(
start_date__lte=date(2016, 1, 1), end_date__gte=date(2016, 12, 31))
primary_insurance_amount = Money(amount=1000)
spousal_primary_insurance_amount = Money(amount=1829)
self.assertFalse(
spousal_insurance_benefit.isEntitled(
primary_insurance_amount, spousal_primary_insurance_amount))
def test_calculate_is_not_entitled(self):
spousal_insurance_benefit = SpousalInsuranceBenefit.objects.get(
start_date__lte=date(2016, 1, 1), end_date__gte=date(2016, 12, 31))
self.assertAlmostEqual(
0,
spousal_insurance_benefit.calculate(
primary_insurance_amount=Money(amount=411),
spousal_primary_insurance_amount=Money(amount=1829),
government_pension_offset=Money(amount=1064)))
def test_calculate(self):
years_of_non_covered_earnings = 25
wep = WindfallEliminationProvision.objects.get(
start_date__lte=date(2016, 1, 1), end_date__gte=date(2016, 12, 31))
self.assertAlmostEqual(
427.80,
wep.calculate(primary_insurance_amount=Money(amount=839),
wep_primary_insurance_amount=Money(amount=411.20),
monthly_non_covered_pension=Money(amount=1595.24)))
def test_calculate_without_max_survivor_benefit_reduction(self):
survivor_insurance_benefit = SurvivorInsuranceBenefit.objects.get(
Q(start_date__lte=date(2016, 1, 1))
& Q(end_date__gte=date(2016, 12, 31)))
self.assertAlmostEqual(
354.00,
survivor_insurance_benefit.calculate(
primary_insurance_amount=Money(amount=411),
deceased_spousal_primary_insurance_amount=Money(amount=1829),
survivor_early_retirement_reduction_factor=0,
spousal_delay_retirement_factor=0,
government_pension_offset=Money(amount=1064)))
def test_stepByStep_is_not_entitled(self):
spousal_insurance_benefit = SpousalInsuranceBenefit.objects.get(
start_date__lte=date(2016, 1, 1), end_date__gte=date(2016, 12, 31))
expected_task = Task.objects.create()
instruction = expected_task.instruction_set.create(
description='Get spousal\' primary insurance amount', order=1)
instruction.expression_set.create(
description='spousal\'s primary insurance amount = $1,829.00',
order=1)
instruction = expected_task.instruction_set.create(
description=
'Calculate the maximum entitlement to spousal insurance benefit',
order=2)
instruction.expression_set.create(
description=
'maximum benefit entitlement = spousal\'s primary insurance amount x maximum benefit entitlement factor',
order=1)
instruction.expression_set.create(
description='maximum benefit entitlement = $1,829.00 x 1/2',
order=2)
instruction.expression_set.create(
description='maximum benefit entitlement = $914.50', order=3)
instruction = expected_task.instruction_set.create(
description='Get primary insurance amount', order=3)
instruction.expression_set.create(
description='primary insurance amount = $1,000.00', order=1)
instruction = expected_task.instruction_set.create(
description=
'Determine if person is entitled to spousal insurance benefit',
order=4)
instruction.expression_set.create(
description=
'primary insurance amount < maximum benefit entitlement?',
order=1)
instruction.expression_set.create(description='$1,000.00 < $914.50?',
order=2)
instruction.expression_set.create(description='False', order=3)
instruction = expected_task.instruction_set.create(
description='Set spousal insurance benefit to zero', order=5)
instruction.expression_set.create(
description='spousal insurance benefit = $0.00', order=1)
self.assertEqual(
expected_task,
spousal_insurance_benefit.stepByStep(
primary_insurance_amount=Money(amount=1000),
spousal_primary_insurance_amount=Money(amount=1829),
government_pension_offset=Money(amount=213)))
def test_stepByStep(self):
years_of_non_covered_earnings = 25
wep = WindfallEliminationProvision.objects.get(
start_date__lte=date(2016, 1, 1), end_date__gte=date(2016, 12, 31))
expected_task = Task.objects.create()
instruction = expected_task.instruction_set.create(
description="Get WEP's primary insurance amount", order=1)
instruction.expression_set.create(
description=
"WEP's primary insurance amount = primary insurance amount",
order=1)
instruction.expression_set.create(
description="WEP's primary insurance amount = $411.20", order=2)
instruction = expected_task.instruction_set.create(
description="Get monthly non covered pension", order=2)
instruction.expression_set.create(
description="monthly non covered pension = $1,595.24", order=1)
instruction = expected_task.instruction_set.create(
description="Get primary insurance amount", order=3)
instruction.expression_set.create(
description="primary insurance amount = $839.00", order=1)
instruction = expected_task.instruction_set.create(
description='Find Windfall Elimination Provision reduction',
order=4)
instruction.expression_set.create(
description=
'WEP reduction = min(monthly non covered pension x 1/2, max(primary insurance amount - WEP\'s primary insurance amount, 0))',
order=1)
instruction.expression_set.create(
description=
'WEP reduction = min($1,595.24 x 1/2, max($839.00 - $411.20, 0))',
order=2)
instruction.expression_set.create(
description='WEP reduction = min($797.62, max($427.80, 0)',
order=3)
instruction.expression_set.create(
description='WEP reduction = min($797.62, $427.80)', order=4)
instruction.expression_set.create(
description='WEP reduction = $427.80', order=5)
self.assertEqual(
expected_task,
wep.stepByStep(primary_insurance_amount=Money(amount=839),
wep_primary_insurance_amount=Money(amount=411.20),
monthly_non_covered_pension=Money(amount=1595.24)))
def test_stepByStep(self):
gpo = GovernmentPensionOffset.objects.get(
start_date__lte=date(2016, 1, 1), end_date__gte=date(2016, 12, 31))
expected_task = Task.objects.create()
instruction = expected_task.instruction_set.create(
description='Get monthly non covered pension', order=1)
instruction.expression_set.create(
description='monthly non covered pension = $600.00', order=1)
instruction = expected_task.instruction_set.create(
description='Get offset', order=2)
instruction.expression_set.create(description='offset = 2/3', order=1)
instruction = expected_task.instruction_set.create(
description=
'Multiply the monthly non covered pension with the offset',
order=3)
instruction.expression_set.create(
description=
'government pension offset = monthly non covered pension x offset',
order=1)
instruction.expression_set.create(
description='government pension offset = $600.00 x 2/3', order=2)
instruction.expression_set.create(
description='government pension offset = $400.00', order=3)
self.assertEqual(
expected_task,
gpo.stepByStep(monthly_non_covered_pension=Money(amount=600)))
def test_maxEntitlement(self):
spousal_insurance_benefit = SpousalInsuranceBenefit.objects.get(
start_date__lte=date(2016, 1, 1), end_date__gte=date(2016, 12, 31))
spousal_primary_insurance_amount = Money(amount=1829)
self.assertAlmostEqual(
914.5,
spousal_insurance_benefit.maxEntitlement(
spousal_primary_insurance_amount))
def stepByStep(self, request, pk=None): serializer = MoneySerializer(data=request.data) if serializer.is_valid(): monthly_non_covered_pension = Money(**serializer.validated_data) gpo_rule = self.get_object() gpo_task = gpo_rule.stepByStep(monthly_non_covered_pension=monthly_non_covered_pension) gpo_serializer = TaskSerializer(gpo_task) return Response(gpo_serializer.data, content_type='application/json;charset=utf-8')
def calculate(self, request, pk=None): serializer = MoneySerializer(data=request.data) if serializer.is_valid(): monthly_non_covered_pension = Money(**serializer.validated_data) gpo_rule = self.get_object() gpo = gpo_rule.calculate(monthly_non_covered_pension=monthly_non_covered_pension) gpo_serializer = MoneySerializer(gpo) return Response(gpo_serializer.data, content_type='application/json;charset=utf-8') else: return Response(serializer.errors, status=status.HTTP_400_BAD_REQUEST)
def test_stepByStep(self): pia = PrimaryInsuranceAmount.objects.get( start_date__lte=date(2016, 1, 1), end_date__gte=date(2016, 12, 31), type_of_primary_insurance_formula=PrimaryInsuranceAmount.BASIC ) first_pia_factor = max(0, 0 + 0.9 * ( min(1071, 856) - 0 )) second_pia_factor = max(0, 0.32 * ( min(1071, 5157) - 856 )) third_pia_factor = max(0, 0.15 * ( min(1071, 0) - 5157 )) expected_task = Task.objects.create() instruction = expected_task.instruction_set.create(description='Get average indexed monthly earning', order=1) instruction.expression_set.create(description='average indexed monthly earning = $1,071.00', order=1) instruction = expected_task.instruction_set.create(description='Initalize total primary insurance amount to 0', order=2) instruction.expression_set.create(description='primary insurance amount = $0.00', order=1) instruction = expected_task.instruction_set.create(description='Add 90.0 percent his/her average indexed monthly ' \ 'earning up to $856.00 to total primary insurance amount', order=3) instruction.expression_set.create(description='primary insurance amount = primary insurance amount + ' \ 'max($0.00, factor x ( min(average indexed monthly earning, minimum dollar amount threshold) - maximum dollar amount threshold ))', order=1) instruction.expression_set.create(description='primary insurance amount = max($0.00, $0.00 + 0.9 x ( min($1,071.00, $856.00) - $0.00 ))', order=2) instruction.expression_set.create(description='primary insurance amount = $770.40', order=3), instruction = expected_task.instruction_set.create(description='Add 32.0 percent his/her average indexed monthly ' \ 'earning between $856.00 and $5,157.00 to total primary insurance amount', order=4) instruction.expression_set.create(description='primary insurance amount = primary insurance amount + ' \ 'max($0.00, factor x ( min(average indexed monthly earning, minimum dollar amount threshold) - maximum dollar amount threshold ))', order=1) instruction.expression_set.create(description='primary insurance amount = max($0.00, $770.40 + 0.32 x ' \ '( min($1,071.00, $5,157.00) - $856.00 ))', order=2) instruction.expression_set.create(description='primary insurance amount = $839.20', order=3), instruction = expected_task.instruction_set.create(description='Add 15.0 percent his/her average indexed monthly ' \ 'earning above $5,157.00 to total primary insurance amount', order=5) instruction.expression_set.create(description='primary insurance amount = primary insurance amount + ' \ 'max($0.00, factor x ( min(average indexed monthly earning, minimum dollar amount threshold) - maximum dollar amount threshold ))', order=1) instruction.expression_set.create(description='primary insurance amount = max($0.00, $839.20 + ' \ '0.15 x ( min($1,071.00, $0.00) - $5,157.00 ))', order=2) instruction.expression_set.create(description='primary insurance amount = $839.20', order=3), instruction = expected_task.instruction_set.create(description='Round total primary insurance amount to the next lower multiple of $0.10 ' \ 'if it is not already a multiple of $0.10', order=6) instruction.expression_set.create(description='primary insurance amount = floor(primary insurance amount * 10) / 10', order=1) instruction.expression_set.create(description='primary insurance amount = floor($839.20 * 10) / 10', order=2) instruction.expression_set.create(description='primary insurance amount = $839.20', order=3) primary_insurance_amount_task = pia.stepByStep(average_indexed_monthly_earning=Money(amount=1071), year_of_coverage=0) for expected_instruction in expected_task.instruction_set.all(): pia_instruction = primary_insurance_amount_task.instruction_set.get(order=expected_instruction.order) self.assertEqual(pia_instruction, expected_instruction) for expected_expression in expected_instruction.expression_set.all(): pia_expression = pia_instruction.expression_set.get(order=expected_expression.order) self.assertEqual(pia_expression, expected_expression)
def test_calculate(self):
gpo = GovernmentPensionOffset.objects.get(
start_date__lte=date(2016, 1, 1), end_date__gte=date(2016, 12, 31))
monthly_non_covered_pension = Money(amount=600)
client = APIClient()
url = reverse('benefit-rule:government-pension-offset-calculate',
args=[gpo.id])
serializer = MoneySerializer(monthly_non_covered_pension)
response = client.post(
url, {'monthly_non_covered_pension': {
'amount': 600.00
}},
format='json')
# gpo_rule_calculate_view = GovernmentPensionOffsetViewSet.as_view({'post': 'calculate'})
# response = gpo_rule_calculate_view(request)
print(response.data)
serializer = MoneySerializer(response.data)
# print(serializer.data)
# print(gpo.calculate(monthly_non_covered_pension=monthly_non_covered_pension))
# self.assertEqual(serializer.data, gpo.calculate(monthly_non_covered_pension=monthly_non_covered_pension))
def annual_non_covered_earnings(self):
return [
Money(amount=self.annual_non_covered_earning.amount)
for earning in range(self.years_of_non_covered_earnings)
]
def test_calculate(self):
gpo = GovernmentPensionOffset.objects.get(
start_date__lte=date(2016, 1, 1), end_date__gte=date(2016, 12, 31))
self.assertAlmostEqual(
600 * 2 / 3,
gpo.calculate(monthly_non_covered_pension=Money(amount=600)))
def test_stepByStep_is_entitled(self):
spousal_insurance_benefit = SpousalInsuranceBenefit.objects.get(
start_date__lte=date(2016, 1, 1), end_date__gte=date(2016, 12, 31))
expected_task = Task.objects.create()
instruction = expected_task.instruction_set.create(
description='Get spousal\' primary insurance amount', order=1)
instruction.expression_set.create(
description='spousal\'s primary insurance amount = $1,829.00',
order=1)
instruction = expected_task.instruction_set.create(
description=
'Calculate the maximum entitlement to spousal insurance benefit',
order=2)
instruction.expression_set.create(
description=
'maximum benefit entitlement = spousal\'s primary insurance amount x maximum benefit entitlement factor',
order=1)
instruction.expression_set.create(
description='maximum benefit entitlement = $1,829.00 x 1/2',
order=2)
instruction.expression_set.create(
description='maximum benefit entitlement = $914.50', order=3)
instruction = expected_task.instruction_set.create(
description='Get primary insurance amount', order=3)
instruction.expression_set.create(
description='primary insurance amount = $679.00', order=1)
instruction = expected_task.instruction_set.create(
description=
'Determine if person is entitled to spousal insurance benefit',
order=4)
instruction.expression_set.create(
description=
'primary insurance amount < maximum benefit entitlement?',
order=1)
instruction.expression_set.create(description='$679.00 < $914.50?',
order=2)
instruction.expression_set.create(description='True', order=3)
instruction = expected_task.instruction_set.create(
description=
'Set spousal insurance benefit to maximum benefit entitlement',
order=5)
instruction.expression_set.create(
description=
'spousal insurance benefit = maximum benefit entitlement',
order=1)
instruction.expression_set.create(
description='spousal insurance benefit = $914.50', order=2)
instruction = expected_task.instruction_set.create(
description=
'Subtract the primary insurance amount from spousal insurance benefit',
order=6)
instruction.expression_set.create(
description=
'spousal insurance benefit = spousal insurance benefit - primary insurance amount',
order=1)
instruction.expression_set.create(
description=f'spousal insurance benefit = $914.50 - $679.00',
order=2)
instruction.expression_set.create(
description=f'spousal insurance benefit = $235.50', order=3)
instruction = expected_task.instruction_set.create(
description='Get government pension offset', order=7)
instruction.expression_set.create(
description=f'government pension offset = $213.00', order=1)
instruction = expected_task.instruction_set.create(
description=
'Subtract the government pension offset from spousal insurance benefit',
order=8)
instruction.expression_set.create(
description=
'spousal insurance benefit = spousal insurance benefit - government pension offset',
order=1)
instruction.expression_set.create(
description=f'spousal insurance benefit = $235.50 - $213.00',
order=2)
instruction.expression_set.create(
description=f'spousal insurance benefit = $22.50', order=3)
instruction = expected_task.instruction_set.create(
description='Cap spousal insurance benefit', order=9)
instruction.expression_set.create(
description=
'spousal insurance benefit = max($0.00, spousal insurance benefit)',
order=1)
instruction.expression_set.create(
description='spousal insurance benefit = max($0.00, $22.50)',
order=2)
instruction.expression_set.create(
description='spousal insurance benefit = $22.50', order=3)
self.assertEqual(
expected_task,
spousal_insurance_benefit.stepByStep(
primary_insurance_amount=Money(amount=679),
spousal_primary_insurance_amount=Money(amount=1829),
government_pension_offset=Money(amount=213)))
