def using_add_client_wizard(self):
self.page = IOBasePage(self.config)
self.page.level1_menu().click_home()
self.page = UserDashboardPage(self.config)
self.page.click_add_client()
self.wizard = CreateClient._ClientWizard(self)
return self.wizard
def using_add_lead_wizard(self):
dashboard = UserDashboardPage(self.config)
dashboard.level1_menu().hover_over_navigation_menu(
).click_adviserworkplace()
adviserworkplace = AdviserWorkplacePage(self.config)
adviserworkplace.click_leads_tab()
leadspage = LeadSearchPage(self.config)
assert leadspage.is_title_matches(
), "Title does not match the lead search page"
leadspage.click_add_lead()
wizard = CreateLead._LeadWizard(self, AddLeadWizard(self.config))
self.wizard = wizard
return wizard
def navigate_to_pre_search(self):
UserDashboardPage(self.config).level1_menu().hover_over_navigation_menu() \
.click_compliance()
IOBasePage(self.config).level2_menu() \
.click_file_checking()
FileCheckingPage(self.config) \
.click_pre_search()
return self
def using_delegate_in_dialog(self):
UserDashboardPage(self.config).level1_menu(
).hover_over_user_navigation_menu().click_delegate_in()
self.dialog = SetUpUserDelegation._DelegateIntoAccount(
UserDashboardPage(self.config), self)
return self.dialog
def using_activity_dialog(self):
UserDashboardPage(self.config).click_individual_task_in_widget()
return UserTasks._ActivityDialog(UserDashboardPage(self.config), self)
def open_my_tasks_widget(self):
UserDashboardPage(self.config).click_my_tasks()
return self
def navigate_my_dashboard(self):
UserDashboardPage(self.config).level3_menu().click_my_dashboard()
return self
def using_quick_add_client_form(self):
UserDashboardPage(self.config).click_quick_add_client()
return self
def using_add_client_and_plan_wizard(self):
dashboard = UserDashboardPage(self.config)
dashboard.click_add_client_and_plan()
self.wizard = CreateClientAndPreExistingPlan._ClientAndPlanWizard(self)
return self.wizard
def assert_user_logged_in(self):
assert UserDashboardPage(self.config).is_title_matches(
), "Title does not match the user dashboard"
return self
def test_login_fail(config):
""" Test Description: Logging in and out of IO and asserting that the title is incorrect """
dashboard = UserDashboardPage(config)
assert not dashboard.is_title_matches(
), "Title does not match the user dashboard"
def navigate_to_lead_page(self):
UserDashboardPage(self.config).level1_menu()\
.hover_over_navigation_menu()\
.click_adviserworkplace()
AdviserWorkplacePage(self.config).click_leads_tab()
return self
class CreateClient(SearchClient):
def using_add_client_wizard(self):
self.page = IOBasePage(self.config)
self.page.level1_menu().click_home()
self.page = UserDashboardPage(self.config)
self.page.click_add_client()
self.wizard = CreateClient._ClientWizard(self)
return self.wizard
def navigate_to_home(self):
IOBasePage(self.config).level1_menu().click_home()
return self
def navigate_to_summary_tab(self):
ClientDashboardPage(self.config).level3_menu().click_details()
BaseDetailsPage(self.config).details_navigation_menu().click_summary_tab()
return self
def navigate_to_addresses_tab(self):
ClientDashboardPage(self.config).level3_menu().click_details()
BaseDetailsPage(self.config).details_navigation_menu().click_addresses_tab()
return self
def verify_address_and_contacts_added(self):
expected_address = list(utils.get_common_data(self.config)["basic_data"]["basic_address"].values())
expected_contact = list(utils.get_common_data(self.config)["basic_data"]["basic_contact"].values())
assert ViewSummaryPage(self.config).get_address_line_1() in expected_address, "Address Line 1 not matching"
assert ViewSummaryPage(self.config).get_address_line_2() in expected_address, "Address Line 2 not matching"
assert ViewSummaryPage(self.config).get_address_line_3() in expected_address, "Address Line 3 not matching"
assert ViewSummaryPage(self.config).get_address_line_4() in expected_address, "Address Line 4 not matching"
assert ViewSummaryPage(self.config).get_city_or_town_and_postcode() == expected_address[-2] + " " + expected_address[-1], "City/Postcode not matching"
assert ViewSummaryPage(self.config).get_mobile_number() in expected_contact, "Mobile number not matching"
assert ViewSummaryPage(self.config).get_fax_number() in expected_contact, "Fax Number not matching"
return self
def save_client_id(self):
client_id = BaseClientPage(self.config).get_client_id()
update_temp_data(self.config, "client", 0, "id", client_id)
return self
def save_corporate_client_id_and_name(self):
client_id = BaseClientPage(self.config).get_client_id()
client_name = BaseClientPage(self.config).get_client_bar_info()
add_temp_data(self.config, "client", {"id": client_id, "corporate": {"name": client_name}})
return self
class _ClientWizard:
def __init__(self, journey):
self.config = journey.config
self.journey = journey
self.wizard = AddClientWizard(self.config)
self.corporate_name = get_common_data(self.config)["test_data"]["add_basic_client_details"]["corporate_name"] + fakedata.rand_text()
assert self.wizard.is_title_matches(), "Title does not match the Add Client Wizard"
def add_basic_corporate_client(self):
self.select_client_type_corporate()\
.fill_in_corporate_basic_details_form()\
.select_adviser()\
.add_address()\
.add_contact()\
.add_notes()
return self
def select_client_type_corporate(self):
self.wizard.basic_details_stage().select_client_type(
get_common_data(self.config)["test_data"]["add_basic_client_details"]["client_type"])
return self
def add_basic_client_details(self):
self.fill_in_add_basic_client_form()
self.select_adviser()
return self
def fill_in_add_basic_client_form(self):
utils.add_temp_data(self.config, "client", {"person": {"firstName": rand_firstname(
self, "first_name"), "lastName": rand_lastname(self, "last_name")}})
basic_details = self.wizard.basic_details_stage()
basic_details.goto_stage()
data = get_common_data(self.config)["test_data"]["add_basic_client_details"]
basic_details.fill_in_form(data, basic_details)
basic_details.fill_in_firstname_field(utils.get_temp_data(self.config, "client")["person"]["firstName"])
basic_details.fill_in_lastname_field(utils.get_temp_data(self.config, "client")["person"]["lastName"])
assert basic_details.is_current_stage()
return self
def fill_in_corporate_basic_details_form(self):
basic_details = self.wizard.basic_details_stage()
basic_details.goto_stage()
basic_details.fill_in_corporate_name_field(self.corporate_name)
assert basic_details.is_current_stage()
return self
def select_adviser(self):
basic_details = self.wizard.basic_details_stage()
adviser_dialog = basic_details.open_adviser_dialog()
data = utils.get_common_data(self.config)["advisers"]
adviser_dialog.clear_adviser_firstname_field()
adviser_dialog.fill_in_adviser_firstname_field(data["default"]["firstname"])
adviser_dialog.click_search()
adviser_dialog.click_first_result()
adviser_dialog.close_io_dialog()
return self
def add_client_partner_details(self):
basic_details = self.wizard.basic_details_stage()
basic_details.select_joint_client_application()
self.secondlife_lastname = rand_firstname(self, "first_name")
self.secondlife_firstname = rand_lastname(self, "last_name")
basic_details.fill_in_second_life_firstname(self.secondlife_firstname)
basic_details.fill_in_second_life_lastname(self.secondlife_lastname)
return self
def add_address(self):
address = self.wizard.address_stage()
address.goto_stage()
assert address.is_current_stage()
data = utils.get_common_data(self.config)["basic_data"]
address.page.fill_in_form(data["basic_address"], address)
return self
def add_contact(self):
contact = self.wizard.contact_stage()
contact.goto_stage()
assert contact.is_current_stage()
data = utils.get_common_data(self.config)["basic_data"]
contact.page.fill_in_form(data["basic_contact"], contact)
return self
def add_dpa(self):
dpa = self.wizard.dpa_stage()
dpa.goto_stage()
assert dpa.is_current_stage()
return self
def add_marketing_preferences(self):
marketing = self.wizard.marketing_stage()
marketing.goto_stage()
assert marketing.is_current_stage()
return self
def add_opportunity(self):
opportunity = self.wizard.opportunity_stage()
opportunity.goto_stage()
assert opportunity.is_current_stage()
return self
def add_notes(self):
notes = self.wizard.notes_stage()
notes.goto_stage()
assert notes.is_current_stage()
return self
def finish(self):
self.wizard.click_finish_button(False)
CreateClient(self.config).save_client_id()
return self.journey
def finish_corporate(self):
self.wizard.click_finish_button(False)
self.journey.save_corporate_client_id_and_name()
return self.journey
def verify_client_not_present_in_recent_clients(self):
client = get_temp_data(self.config, "client")
is_string_present(UserDashboardPage(self.config).get_recent_clients(), client["person"]["firstName"])
return self
def __init__(self, config):
super().__init__(config)
self.dialog = {}
self.page = UserDashboardPage(self.config)