def test_quarterly_on_last_installment_bill_date(self):
self.policy.billing_schedule = "Quarterly"
pa = PolicyAccounting(self.policy.id)
invoices = (DBSession.query(Invoice).filter_by(
policy_id=self.policy.id).order_by(Invoice.bill_date).all())
self.assertEquals(
pa.return_account_balance(date_cursor=invoices[3].bill_date), 1200)
def policies():
invoices_dict = []
policies_dict = []
policy = None
date = None
account_balance = 0
if request.data:
data = json.loads(request.data)
if ('date' in data):
date = data['date']
print(data)
if ('policy_number' in data):
if data['policy_number']:
try:
policy = Policy.query.filter_by(policy_number=data['policy_number']).one()
# Find Policy Accouning object & return account balance based on the provided date.
pa = PolicyAccounting(policy.id)
account_balance = pa.return_account_balance(date)
except:
return jsonify(status=404, message=['Policy not found. \n Please try a different policy number.'])
if policy:
policies_dict = [dict(policy_number=policy.policy_number, effective_date=str(policy.effective_date))]
invoices_dict = policy.invoices_dict
return jsonify(status=200, message=['Policy found'], policies=policies_dict, invoices=invoices_dict,
account_balances=[{'account_balance': 'Account balance: {}'.format(
locale.currency(account_balance, grouping=True))}])
else:
return jsonify(status=404, message=['Policy not found. \n Please try a different policy number.'])
def getPolicyByIdAndDate(id, date):
try:
# Validate date format
dateTime = datetime.strptime(date, "%Y-%m-%d")
except ValueError as error:
return Response("Please enter a valid date format mm/dd/yyyy", status=404)
try:
id = int(id)
except ValueError:
return Response("Policy Id must be an int")
try:
# Get policy
policy = Policy.query.filter_by(id=id).one()
except sqlalchemy.orm.exc.NoResultFound as error:
# Print not found
return Response(None)
try:
# Get insured name
insured = Contact.query.filter_by(id=policy.named_insured).one()
except sqlalchemy.orm.exc.NoResultFound as error:
return Response("Insured not found!", status=404)
# Get agent name
try:
agent = Contact.query.filter_by(id=policy.agent).one()
except sqlalchemy.orm.exc.NoResultFound as error:
return Response("Agent not found!", status=404)
# Serialize policy
response = policy.serialize()
# get policy accounting object and account balance
pa = PolicyAccounting(policy.id)
balance = pa.return_account_balance(dateTime)
response['balance'] = balance
# Add agent and insured names to response.
response['agent_name'] = agent.name
response['insured'] = insured.name
# Get all payments for policy
payments = Payment.query.filter_by(policy_id=policy.id).all()
# Add payments
all_payments = []
for payment in payments:
# Serialize payment and add to payments
payment_response = payment.serialize()
all_payments.append(payment_response)
# Add payments to response.
response['payments'] = all_payments
return jsonify(response)
def test_quarterly_on_second_installment_bill_date_with_full_payment(self):
self.policy.billing_schedule = "Quarterly"
pa = PolicyAccounting(self.policy.id)
invoices = (DBSession.query(Invoice).filter_by(
policy_id=self.policy.id).order_by(Invoice.bill_date).all())
self.payments.append(
pa.make_payment(
contact_id=self.policy.named_insured,
date_cursor=invoices[1].bill_date,
amount=600,
))
self.assertEquals(
pa.return_account_balance(date_cursor=invoices[1].bill_date), 0)
def test_annual_billing_schedule(self):
self.policy.billing_schedule = "Annual"
# No invoices currently exist
self.assertFalse(self.policy.invoices)
# Invoices should be made when the class is initiated
pa = PolicyAccounting(self.policy.id)
self.assertEquals(len(self.policy.invoices), 1)
self.assertEquals(self.policy.invoices[0].amount_due,
self.policy.annual_premium)
def get_tasks():
policy_number = request.args.get("policy_number", None)
try:
date_cursor = datetime.strptime(request.args.get("date_cursor", None),
"%Y-%m-%d")
except ValueError:
raise InvalidUsage("Bad date format", status_code=400)
try:
policy = (DBSession.query(Policy).filter(
Policy.policy_number == policy_number).one())
except NoResultFound:
raise InvalidUsage("Policy Not Found", status_code=404)
invoices = policy.invoices
pa = PolicyAccounting(policy.id)
balance = pa.return_account_balance(date_cursor=date_cursor)
data = {
"balance": str(balance),
"invoices": [i.serialize() for i in invoices]
}
return jsonify(data)
def setUp(self):
pa = PolicyAccounting(self.policy.id)
def test_quarterly_on_eff_date(self):
self.policy.billing_schedule = "Quarterly"
pa = PolicyAccounting(self.policy.id)
self.assertEquals(
pa.return_account_balance(date_cursor=self.policy.effective_date),
300)
def test_annual_on_eff_date(self):
self.policy.billing_schedule = "Annual"
pa = PolicyAccounting(self.policy.id)
self.assertEquals(
pa.return_account_balance(date_cursor=self.policy.effective_date),
1200)