def _set_dates(self, filing):
# Filing Date
filing_datetime = LegislationDatetime.as_legislation_timezone(self._filing.filing_date)
hour = filing_datetime.strftime('%I').lstrip('0')
filing['filing_date_time'] = filing_datetime.strftime(f'%B %-d, %Y at {hour}:%M %p Pacific Time')
# Effective Date
effective_date = filing_datetime if self._filing.effective_date is None \
else LegislationDatetime.as_legislation_timezone(self._filing.effective_date)
effective_hour = effective_date.strftime('%I').lstrip('0')
filing['effective_date_time'] = effective_date.strftime(f'%B %-d, %Y at {effective_hour}:%M %p Pacific Time')
filing['effective_date'] = effective_date.strftime('%B %-d, %Y')
# Recognition Date
if self._business:
recognition_datetime = LegislationDatetime.as_legislation_timezone(self._business.founding_date)
recognition_hour = recognition_datetime.strftime('%I').lstrip('0')
filing['recognition_date_time'] = \
recognition_datetime.strftime(f'%B %-d, %Y at {recognition_hour}:%M %p Pacific Time')
# For Annual Report - Set AGM date as the effective date
if self._filing.filing_type == 'annualReport':
agm_date_str = filing.get('annualReport', {}).get('annualGeneralMeetingDate', None)
if agm_date_str:
agm_date = datetime.fromisoformat(agm_date_str)
filing['agm_date'] = agm_date.strftime('%B %-d, %Y')
# for AR, the effective date is the AGM date
filing['effective_date'] = agm_date.strftime('%B %-d, %Y')
else:
filing['agm_date'] = 'No AGM'
if filing.get('correction'):
original_filing = Filing.find_by_id(filing.get('correction').get('correctedFilingId'))
original_filing_datetime = LegislationDatetime.as_legislation_timezone(original_filing.filing_date)
original_filing_hour = original_filing_datetime.strftime('%I').lstrip('0')
filing['original_filing_date_time'] = original_filing_datetime. \
strftime(f'%B %-d, %Y at {original_filing_hour}:%M %p Pacific Time')
def get_filing_info(filing_id: str) -> (Filing, dict, dict, str, str):
"""Get filing info for the email."""
filing = Filing.find_by_id(filing_id)
business = (filing.json)['filing']['business']
filing_date = datetime.fromisoformat(filing.filing_date.isoformat())
leg_tmz_filing_date = LegislationDatetime.as_legislation_timezone(filing_date)
hour = leg_tmz_filing_date.strftime('%I').lstrip('0')
leg_tmz_filing_date = leg_tmz_filing_date.strftime(f'%B %d, %Y {hour}:%M %p Pacific Time')
effective_date = datetime.fromisoformat(filing.effective_date.isoformat())
leg_tmz_effective_date = LegislationDatetime.as_legislation_timezone(effective_date)
hour = leg_tmz_effective_date.strftime('%I').lstrip('0')
leg_tmz_effective_date = leg_tmz_effective_date.strftime(f'%B %d, %Y {hour}:%M %p Pacific Time')
return filing, business, leg_tmz_filing_date, leg_tmz_effective_date
def validate_effective_date(business: Business, cod: Dict) -> List:
"""Return an error or warning message based on the effective date validation rules.
Rules: (text from the BA rules document)
- The effective date of change cannot be in the future.
- The effective date cannot be a date prior to their Incorporation Date.
- The effective date of change cannot be a date that is farther in the past
than a previous COD filing (standalone or AR).
- The effective date can be the same effective date as another COD filing
(standalone or AR). If this is the case:
- COD filing that was filed most recently is the most current director information.
"""
msg = []
# get effective datetime string from filing
try:
effective_datetime_str = cod['filing']['header']['effectiveDate']
except KeyError:
return {'error': babel('No effective date provided.')}
# convert string to datetime
try:
effective_datetime_utc = datetime.fromisoformat(effective_datetime_str)
except ValueError:
return {'error': babel('Invalid ISO format for effective date.')}
# check if effective datetime is in the future
if effective_datetime_utc > datetime.utcnow():
msg.append({'error': babel('Filing cannot have a future effective date.')})
# convert to legislation timezone and then get date only
effective_date_leg = LegislationDatetime.as_legislation_timezone(effective_datetime_utc).date()
# check if effective date is before their incorporation date
founding_date_leg = LegislationDatetime.as_legislation_timezone(business.founding_date).date()
if effective_date_leg < founding_date_leg:
msg.append({'error': babel('Effective date cannot be before businesses founding date.')})
# check if effective date is before their most recent COD or AR date
last_cod_filing = Filing.get_most_recent_legal_filing(business.id,
Filing.FILINGS['changeOfDirectors']['name'])
if last_cod_filing:
last_cod_date_leg = LegislationDatetime.as_legislation_timezone(last_cod_filing.effective_date).date()
if effective_date_leg < last_cod_date_leg:
msg.append({'error': babel('Effective date cannot be before another Change of Director filing.')})
return msg
def as_effective_date(date_time: datetime) -> datetime:
"""Convert date_time to an effective date with 0 time in the legislation timezone, same as the UI does."""
# 1. convert to legislation datetime
# 2. zero out the time
# 3. convert back to a UTC datetime
date_time = LegislationDatetime.as_legislation_timezone(date_time)
date_time = date_time.replace(hour=0, minute=0, second=0, microsecond=0)
return LegislationDatetime.as_utc_timezone(date_time)
def _populate_business_info_to_filing(filing: Filing, business: Business):
founding_datetime = LegislationDatetime.as_legislation_timezone(
business.founding_date)
hour = founding_datetime.strftime('%I')
business_json = business.json()
business_json['formatted_founding_date_time'] = \
founding_datetime.strftime(f'%B %-d, %Y at {hour}:%M %p Pacific Time')
business_json['formatted_founding_date'] = founding_datetime.strftime(
'%B %-d, %Y')
filing.filing_json['filing']['business'] = business_json
filing.filing_json['filing']['header']['filingId'] = filing.id
def _populate_business_info_to_filing(filing: Filing, business: Business):
founding_datetime = LegislationDatetime.as_legislation_timezone(business.founding_date)
hour = founding_datetime.strftime('%I')
if filing.transaction_id:
business_json = VersionedBusinessDetailsService.get_business_revision(filing.transaction_id, business)
else:
business_json = business.json()
business_json['formatted_founding_date_time'] = \
founding_datetime.strftime(f'%B %-d, %Y at {hour}:%M %p Pacific Time')
business_json['formatted_founding_date'] = founding_datetime.strftime('%B %-d, %Y')
filing.filing_json['filing']['business'] = business_json
filing.filing_json['filing']['header']['filingId'] = filing.id
def _get_receipt(business: Business, filing: Filing, token):
"""Get the receipt for the filing."""
if filing.status not in (
Filing.Status.PAID,
Filing.Status.COMPLETED,
Filing.Status.CORRECTED,
):
return {}, HTTPStatus.BAD_REQUEST
effective_date = None
if filing.storage.effective_date.date() != filing.storage.filing_date.date(
):
effective_date = (LegislationDatetime.as_legislation_timezone(
filing.storage.effective_date).strftime(OUTPUT_DATE_FORMAT))
headers = {'Authorization': 'Bearer ' + token}
url = f'{current_app.config.get("PAYMENT_SVC_URL")}/{filing.storage.payment_token}/receipts'
receipt = requests.post(
url,
json={
'corpName':
business.legal_name if business else filing.storage.temp_reg,
'filingDateTime': (LegislationDatetime.as_legislation_timezone(
filing.storage.filing_date).strftime(OUTPUT_DATE_FORMAT)),
'effectiveDateTime':
effective_date if effective_date else '',
'filingIdentifier':
str(filing.id),
'businessNumber':
business.tax_id if business and business.tax_id else ''
},
headers=headers)
if receipt.status_code != HTTPStatus.CREATED:
current_app.logger.error('Failed to get receipt pdf for filing: %s',
filing.id)
return receipt.content, receipt.status_code
def _format_incorporation_data(self, filing, report_type):
filing['header']['reportType'] = report_type
filing['header']['filingId'] = self._filing.id
filing_datetime = LegislationDatetime.as_legislation_timezone(
self._filing.filing_date)
effective_date_time = LegislationDatetime.as_legislation_timezone(
self._filing.effective_date)
effective_hour = effective_date_time.strftime('%I')
filing_hour = filing_datetime.strftime('%I')
filing['header']['effective_date_time'] = \
effective_date_time.strftime(f'%B %-d, %Y at {effective_hour}:%M %p Pacific Time')
filing['header']['filing_date_time'] = \
filing_datetime.strftime(f'%B %-d, %Y at {filing_hour}:%M %p Pacific Time')
filing['filing_date_time'] = filing_datetime.strftime(
f'%B %d, %Y {filing_hour}:%M %p Pacific Time')
self._format_address(filing['incorporationApplication']['offices']
['registeredOffice']['deliveryAddress'])
self._format_address(filing['incorporationApplication']['offices']
['registeredOffice']['mailingAddress'])
self._format_address(filing['incorporationApplication']['offices']
['recordsOffice']['deliveryAddress'])
self._format_address(filing['incorporationApplication']['offices']
['recordsOffice']['mailingAddress'])
self._format_directors(filing['incorporationApplication']['parties'])
def test_validate_cod_basic(session, test_name, now, delivery_region_1,
delivery_country_1, delivery_region_2,
delivery_country_2, expected_code, expected_msg): # pylint: disable=too-many-arguments
"""Assert that a basic COD can be validated."""
# setup
identifier = 'CP1234567'
founding_date = now - datedelta.YEAR
business = Business(identifier=identifier,
last_ledger_timestamp=founding_date,
founding_date=founding_date)
# convert 'now' to an effective date with 0 time in the legislation timezone, same as the UI does
effective_date = LegislationDatetime.as_legislation_timezone(now)
effective_date = effective_date.replace(hour=0,
minute=0,
second=0,
microsecond=0)
effective_date = LegislationDatetime.as_utc_timezone(effective_date)
f = copy.deepcopy(FILING_HEADER)
f['filing']['header']['date'] = now.date().isoformat()
f['filing']['header']['effectiveDate'] = effective_date.isoformat()
f['filing']['header']['name'] = 'changeOfDirectors'
f['filing']['business']['identifier'] = identifier
cod = copy.deepcopy(CHANGE_OF_DIRECTORS)
cod['directors'][0]['deliveryAddress'][
'addressCountry'] = delivery_country_1
cod['directors'][0]['deliveryAddress']['addressRegion'] = delivery_region_1
cod['directors'][1]['deliveryAddress'][
'addressCountry'] = delivery_country_2
cod['directors'][1]['deliveryAddress']['addressRegion'] = delivery_region_2
f['filing']['changeOfDirectors'] = cod
# perform test
with freeze_time(now):
err = validate(business, f)
if err:
print(err.msg)
# validate outcomes
if expected_code:
assert err.code == expected_code
assert lists_are_equal(err.msg, expected_msg)
else:
assert err is None
def _set_dates(self, filing):
filing_datetime = LegislationDatetime.as_legislation_timezone(
self._filing.filing_date)
hour = filing_datetime.strftime('%I').lstrip('0')
filing['filing_date_time'] = filing_datetime.strftime(
f'%B %d, %Y {hour}:%M %p Pacific Time')
# Get the effective date
effective_date = filing_datetime if self._filing.effective_date is None \
else self._filing.effective_date
# TODO: best: custom date/time filters in the report-api. Otherwise: a subclass for filing-specific data.
if self._filing.filing_type == 'annualReport':
agm_date_str = filing.get('annualReport',
{}).get('annualGeneralMeetingDate', None)
if agm_date_str:
agm_date = datetime.fromisoformat(agm_date_str)
filing['agm_date'] = agm_date.strftime('%B %d, %Y')
# for AR, the effective date is the AGM date
filing['effective_date'] = agm_date.strftime('%B %d, %Y')
else:
filing['agm_date'] = 'No AGM'
elif self._filing.filing_type in ('changeOfAddress',
'changeOfDirectors'):
# for standalone filings, the effective date comes from the filing data
filing['effective_date'] = effective_date.strftime('%B %d, %Y')
def _replace_file_with_certified_copy(_bytes, business, key):
open_pdf_file = io.BytesIO(_bytes)
pdf_reader = PyPDF2.PdfFileReader(open_pdf_file)
pdf_writer = PyPDF2.PdfFileWriter()
pdf_writer.appendPagesFromReader(pdf_reader)
output_original_pdf = io.BytesIO()
pdf_writer.write(output_original_pdf)
output_original_pdf.seek(0)
registrar_info = RegistrarInfo.get_registrar_info(business.founding_date)
registrars_signature = registrar_info['signatureAndText']
pdf_service = PdfService()
registrars_stamp = \
pdf_service.create_registrars_stamp(registrars_signature,
LegislationDatetime.as_legislation_timezone(business.founding_date),
business.identifier)
certified_copy = pdf_service.stamp_pdf(output_original_pdf,
registrars_stamp,
only_first_page=True)
MinioService.put_file(key, certified_copy,
certified_copy.getbuffer().nbytes)
return key
def json(self):
"""Return the Business as a json object.
None fields are not included.
"""
ar_min_date, ar_max_date = self.get_ar_dates((
self.last_ar_year if self.last_ar_year else self.founding_date.year
) + 1)
d = {
'arMinDate':
ar_min_date.isoformat(),
'arMaxDate':
ar_max_date.isoformat(),
'foundingDate':
self.founding_date.isoformat(),
'goodStanding':
self.good_standing,
'hasRestrictions':
self.restriction_ind,
'identifier':
self.identifier,
'lastAnnualGeneralMeetingDate':
datetime.date(self.last_agm_date).isoformat()
if self.last_agm_date else '',
'lastAnnualReportDate':
datetime.date(self.last_ar_date).isoformat()
if self.last_ar_date else '',
'lastLedgerTimestamp':
self.last_ledger_timestamp.isoformat(),
'lastAddressChangeDate':
'',
'lastDirectorChangeDate':
'',
'lastModified':
self.last_modified.isoformat(),
'legalName':
self.legal_name,
'legalType':
self.legal_type,
'nextAnnualReport':
LegislationDatetime.as_legislation_timezone_from_date(
self.next_anniversary).astimezone(timezone.utc).isoformat(),
}
if self.last_coa_date:
d['lastAddressChangeDate'] = datetime.date(
LegislationDatetime.as_legislation_timezone(
self.last_coa_date)).isoformat()
if self.last_cod_date:
d['lastDirectorChangeDate'] = datetime.date(
LegislationDatetime.as_legislation_timezone(
self.last_cod_date)).isoformat()
if self.dissolution_date:
d['dissolutionDate'] = datetime.date(
self.dissolution_date).isoformat()
if self.fiscal_year_end_date:
d['fiscalYearEndDate'] = datetime.date(
self.fiscal_year_end_date).isoformat()
if self.tax_id:
d['taxId'] = self.tax_id
return d