def generate_15g_report(for_member, for_user):
fds = FDs()
fds_for_member = fds.get_fds_with_first_name(first_name=for_member,
for_user=for_user)
bank_wise_details, total_interest_all_branches = calculate_bank_wise_interest(
fds_for_member)
return get_formatted_report(bank_wise_details, total_interest_all_branches)
def test_date_to_str(self):
self.assertEqual('20190101',
FDs.date_to_str(datetime.datetime(2019, 1, 1)))
self.assertEqual('20190102',
FDs.date_to_str(datetime.datetime(2019, 1, 2)))
self.assertEqual('20190131',
FDs.date_to_str(datetime.datetime(2019, 1, 31)))
def test_add_fd(self, mock_delete):
fds = FDs(TestConfig)
fds.delete_fd(fd_number='fd1',
bank_name='b1',
bank_branch='br1',
for_user='******')
mock_delete.assert_called_with(fd_number='fd1',
bank_name='b1',
bank_branch='br1',
for_user='******')
def delete_fd(fd_number, bank_name, bank_branch):
fds = FDs()
fds.delete_fd(fd_number=fd_number,
bank_name=bank_name,
bank_branch=bank_branch,
for_user=current_user.username)
flash(
f'Deleted fd( {fd_number} ) from bank( {bank_name} ), branch( {bank_branch} ) successfully !!'
)
return redirect(url_for('fd'))
def delete_member(member):
fds = FDs()
if fds.fds_exists_for_member(member=member,
for_user=current_user.username):
flash(
f'Member( {member} ) has first name / joint name in some FDs, first delete the FDs to delete this member.'
)
return redirect(url_for('allMembers'))
members = Members()
members.delete(member=member, for_user=current_user.username)
flash(f'Deleted member( {member} ) successfully !!')
return redirect(url_for('allMembers'))
def get_maturing_fds(for_user, till_date):
fds = []
for fd in FDs().get_all_fds_till_date(for_user=for_user, till_date=till_date):
fds.append({
'bank_name': fd['bank_name'],
'bank_branch': fd['bank_branch'],
'first_name': fd['first_name'],
'fd_number': fd['fd_number'],
'end_date': fd['end_date'],
})
return fds
def test_add_fd(self, mock_add):
fds = FDs(TestConfig)
fds.add(
{
'bank_name': 'bank1',
'bank_branch': 'branch1',
'first_name': 'FirstName',
'joint_name': '', # Optional
'mode': 'Ei/Sur',
'type': 'Quarterly',
'interest_account': 'accountNumber1', # Optional
'fd_number': 'FdNumber1',
'start_date': datetime.datetime(2019, 1, 1),
'end_date': datetime.datetime(2020, 1, 2),
'period': '1 year 1 day',
'roi': 8.25,
'principal_amount': 5000.0,
'maturity_amount': 5000.0,
},
for_user='******')
mock_add.assert_called_with(
new_fd={
'bank_name': 'bank1',
'bank_branch': 'branch1',
'first_name': 'FirstName',
'joint_name': '',
'mode': 'Ei/Sur',
'type': 'Quarterly',
'interest_account': 'accountNumber1',
'fd_number': 'FdNumber1',
'start_date': '20190101',
'end_date': '20200102',
'period': '1 year 1 day',
'roi': 8.25,
'principal_amount': 5000.0,
'maturity_amount': 5000.0,
'username': '******',
})
def fd():
fds = FDs()
banks = Banks()
members = Members()
bank_branches = banks.get_all_bank_branch_names(
for_user=current_user.username)
form = FDForm(
banks.get_all_bank_branch_names(for_user=current_user.username),
members.get_members_of_user(user=current_user.username))
if form.validate_on_submit():
fd = {
'bank_name': form.bank_name.data,
'bank_branch': form.bank_branch.data,
'first_name': form.first_name.data,
'joint_name': form.joint_name.data,
'mode': form.mode.data,
'type': form.type.data,
'interest_account': form.interest_account.data,
'fd_number': form.fd_number.data,
'start_date': form.start_date.data,
'end_date': form.end_date.data,
'period': form.period.data,
'roi': form.roi.data,
'principal_amount': form.principal_amount.data,
'maturity_amount': form.maturity_amount.data
}
fds.add(fd=fd, for_user=current_user.username)
flash('New FD added successfully !!')
return redirect(url_for('fd'))
all_fds = fds.get_all_fds(current_user.username)
append_serial_number(all_fds)
return render_template('fd/fd.html',
title='Fixed Deposits',
form=form,
fds=all_fds,
branches=bank_branches,
total_fds=len(all_fds))
def test_get_all_fds_till_date(self, mock_get_all_fds_till_date):
fds = FDs(TestConfig)
fd1 = {'bank_name': 'bank1', 'bank_branch': 'branch1', 'first_name': 'FirstName1',
'joint_name': '', 'mode': 'Ei/Sur', 'type': 'Quarterly',
'interest_account': 'accountNumber1', 'fd_number': 'FdNumber1',
'start_date': '20190101', 'end_date': '20190501', 'period': '1 year 1 day',
'roi': 8.25, 'principal_amount': 5000.0, 'maturity_amount': 5000.0, }
fd2 = {'bank_name': 'bank2', 'bank_branch': 'branch2', 'first_name': 'FirstName2',
'joint_name': '', 'mode': 'Ei/Sur', 'type': 'Quarterly',
'interest_account': 'accountNumber1', 'fd_number': 'FdNumber2',
'start_date': '20190101', 'end_date': '20190505', 'period': '1 year 1 day',
'roi': 8.25, 'principal_amount': 5000.0, 'maturity_amount': 5000.0, }
mock_get_all_fds_till_date.return_value = [fd1, fd2]
self.assertEqual([
{
'bank_name': 'bank1', 'bank_branch': 'branch1', 'first_name': 'FirstName1',
'fd_number': 'FdNumber1', 'end_date': '20190501',
},{
'bank_name': 'bank2', 'bank_branch': 'branch2', 'first_name': 'FirstName2',
'fd_number': 'FdNumber2', 'end_date': '20190505',
}
], get_maturing_fds(for_user='******', till_date='20190505'))
def test_get_all_fds(self, mock_get_all_fds):
fd1 = {
'bank_name': 'bank1',
'bank_branch': 'branch1',
'first_name': 'FirstName',
'joint_name': '',
'mode': 'Ei/Sur',
'type': 'Quarterly',
'interest_account': 'accountNumber1',
'fd_number': 'FdNumber1',
'start_date': '20190101',
'end_date': '20200102',
'period': '1 year 1 day',
'roi': 8.25,
'principal_amount': 5000.0,
'maturity_amount': 5000.0,
'username': '******',
}
fd2 = {
'bank_name': 'bank2',
'bank_branch': 'branch2',
'first_name': 'FirstName',
'joint_name': '',
'mode': 'Ei/Sur',
'type': 'Quarterly',
'interest_account': 'accountNumber2',
'fd_number': 'FdNumber2',
'start_date': '20190101',
'end_date': '20200102',
'period': '1 year 1 day',
'roi': 8.25,
'principal_amount': 5000.0,
'maturity_amount': 5000.0,
'username': '******',
}
fd3 = {
'bank_name': 'bank2',
'bank_branch': 'branch2',
'first_name': 'FirstName',
'joint_name': '',
'mode': 'Ei/Sur',
'type': 'Quarterly',
'interest_account': 'accountNumber2',
'fd_number': 'FdNumber3',
'start_date': '20190101',
'end_date': '20200102',
'period': '1 year 1 day',
'roi': 8.25,
'principal_amount': 5000.0,
'maturity_amount': 5000.0,
'username': '******',
}
fd1_without_username = {
'bank_name': 'bank1',
'bank_branch': 'branch1',
'first_name': 'FirstName',
'joint_name': '',
'mode': 'Ei/Sur',
'type': 'Quarterly',
'interest_account': 'accountNumber1',
'fd_number': 'FdNumber1',
'start_date': '20190101',
'end_date': '20200102',
'period': '1 year 1 day',
'roi': 8.25,
'principal_amount': 5000.0,
'maturity_amount': 5000.0,
}
fd2_without_username = {
'bank_name': 'bank2',
'bank_branch': 'branch2',
'first_name': 'FirstName',
'joint_name': '',
'mode': 'Ei/Sur',
'type': 'Quarterly',
'interest_account': 'accountNumber2',
'fd_number': 'FdNumber2',
'start_date': '20190101',
'end_date': '20200102',
'period': '1 year 1 day',
'roi': 8.25,
'principal_amount': 5000.0,
'maturity_amount': 5000.0,
}
fd3_without_username = {
'bank_name': 'bank2',
'bank_branch': 'branch2',
'first_name': 'FirstName',
'joint_name': '',
'mode': 'Ei/Sur',
'type': 'Quarterly',
'interest_account': 'accountNumber2',
'fd_number': 'FdNumber3',
'start_date': '20190101',
'end_date': '20200102',
'period': '1 year 1 day',
'roi': 8.25,
'principal_amount': 5000.0,
'maturity_amount': 5000.0,
}
fds = FDs(TestConfig)
mock_get_all_fds.return_value = [fd1, fd2, fd3]
self.assertEqual(
[fd1_without_username, fd2_without_username, fd3_without_username],
fds.get_all_fds(for_user='******'))
def test_fds_exists_for_member(self, mock_fds_exists_for_member):
fds = FDs(TestConfig)
fds.fds_exists_for_member(member='m1', for_user='******')
mock_fds_exists_for_member.assert_called_with(member='m1',
for_user='******')