def test_policy_change_billing_schedule(self):
self.policy.billing_schedule = "Quarterly"
pa = PolicyAccounting(self.policy.id)
invoices = Invoice.query.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[0].bill_date, amount=300))
self.assertEquals(len(invoices), 4)
self.assertEquals(pa.return_account_balance(invoices[0].due_date), 0)
self.assertEquals(pa.return_account_balance(invoices[-1].due_date), 900)
# Evaluate that there are not deleted invoices in this policy yet
self.assertEquals(len([invoice for invoice in invoices if invoice.deleted]), 0)
# Create new invoices with a monthly schedule on the same policy
pa.policy.billing_schedule = 'Monthly'
pa.make_invoices()
invoices = Invoice.query.filter_by(policy_id=self.policy.id) \
.order_by(Invoice.bill_date).all()
# The number of invoices should now be 16 (12 + 4)
self.assertEquals(len(invoices), 16)
# There should be 4 "deleted" invoices in the policy
self.assertEquals(len([invoice for invoice in invoices if invoice.deleted]), 4)
# The pending balance should still be 900 even when new invoices were created.
self.assertEquals(pa.return_account_balance(invoices[-1].due_date), 900)
def test_evaluate_cancellation_pending(self):
policy = Policy('Test Policy', date(2015, 1, 1), 1200)
policy.named_insured = self.test_insured.id
policy.agent = self.test_agent.id
self.policies.append(policy)
db.session.add(policy)
db.session.commit()
# Get the policy from the database
policy.billing_schedule = "Annual"
pa = PolicyAccounting(policy.id)
# Evaluate status on eff date
self.assertFalse(pa.evaluate_cancellation_pending_due_to_non_pay(date_cursor=date(2015, 1, 1)))
# Evaluate status on due date
self.assertFalse(pa.evaluate_cancellation_pending_due_to_non_pay(date_cursor=date(2015, 2, 1)))
# Evaluate status after due date and before cancel date
self.assertTrue(pa.evaluate_cancellation_pending_due_to_non_pay(date_cursor=date(2015, 2, 2)))
# Need to test this with a different billing schedule to ensure that overlapping invoices
# are not causing errors.
policy.billing_schedule = "Monthly"
pa.make_invoices()
# Make a payment
self.payments.append(pa.make_payment(date_cursor=date(2015, 01, 01), amount=100))
