def setUp(self):
self.support_group = GroupFactory(name=GROUP_SUPPORT_STAFF)
self.personal_account_type = AccountType.objects.create(
id=ACCOUNT_TYPE_PERSONAL)
self.r401k_account_type = AccountType.objects.create(
id=ACCOUNT_TYPE_ROTH401K)
self.bonds_type = InvestmentType.Standard.BONDS.get()
self.stocks_type = InvestmentType.Standard.STOCKS.get()
self.bonds_asset_class = AssetClassFactory.create(
investment_type=self.bonds_type)
self.stocks_asset_class = AssetClassFactory.create(
investment_type=self.stocks_type)
self.portfolio_set = PortfolioSetFactory.create()
self.portfolio_set.asset_classes.add(self.bonds_asset_class,
self.stocks_asset_class)
self.risk_score_metric = {
"type": GoalMetric.METRIC_TYPE_RISK_SCORE,
"comparison": GoalMetric.METRIC_COMPARISON_EXACTLY,
"configured_val": 0.4,
"rebalance_type": GoalMetric.REBALANCE_TYPE_RELATIVE,
"rebalance_thr": 0.1
}
self.bonds_index = MarketIndexFactory.create()
self.stocks_index = MarketIndexFactory.create()
self.bonds_ticker = TickerFactory.create(
asset_class=self.bonds_asset_class, benchmark=self.bonds_index)
self.stocks_ticker = TickerFactory.create(
asset_class=self.stocks_asset_class, benchmark=self.stocks_index)
def setUp(self):
self.support_group = GroupFactory(name=GROUP_SUPPORT_STAFF)
self.plan = RetirementPlanFactory.create()
self.plan2 = RetirementPlanFactory.create(client=self.plan.client)
self.plan3 = RetirementPlanFactory.create()
# self.advice_url = reverse('api:v1:client-retirement-advice', args=[self.plan.client.id, self.plan.id])
self.plan_url = '/api/v1/clients/{}/retirement-plans/{}'.format(
self.plan.client.id, self.plan.id)
self.advice_url = '/api/v1/clients/{}/retirement-plans/{}/advice-feed'.format(
self.plan.client.id, self.plan.id)
self.advice_url2 = '/api/v1/clients/{}/retirement-plans/{}/advice-feed'.format(
self.plan2.client.id, self.plan2.id)
self.client_url = '/api/v1/clients/{}'.format(self.plan.client.id)
self.invite = EmailInviteFactory.create(
user=self.plan.client.user, status=EmailInvite.STATUS_ACCEPTED)
self.bonds_type = InvestmentType.Standard.BONDS.get()
self.stocks_type = InvestmentType.Standard.STOCKS.get()
self.bonds_asset_class = AssetClassFactory.create(
investment_type=self.bonds_type)
self.stocks_asset_class = AssetClassFactory.create(
investment_type=self.stocks_type)
self.portfolio_set = PortfolioSetFactory.create()
self.portfolio_set.asset_classes.add(self.bonds_asset_class,
self.stocks_asset_class)
def setUp(self):
self.message_count = 10
self.from_user = UserFactory.create()
self.to_user = UserFactory.create()
self.to_group = GroupFactory.create(name="to2_g")
self.to_group.user_set.add(self.to_user)
for i in range(self.message_count):
notify.send(self.from_user, recipient=self.to_user, verb='commented', action_object=self.from_user)
# Send notification to group
notify.send(self.from_user, recipient=self.to_group, verb='commented', action_object=self.from_user)
self.message_count += 1
def setUp(self):
super(FirmAnalyticsMixinTests, self).setUp()
self.support_group = GroupFactory(name=GROUP_SUPPORT_STAFF)
self.bonds_type = InvestmentType.Standard.BONDS.get()
self.stocks_type = InvestmentType.Standard.STOCKS.get()
self.view = self.DummyView()
self.today = today = timezone.now().date()
# Populate the AccountType -> RiskProfileGroup mapping
for atid, _ in constants.ACCOUNT_TYPES:
AccountTypeRiskProfileGroupFactory.create(account_type=atid)
# first client
self.betasmartz_client = ClientFactory.create()
self.client_account = ClientAccountFactory.create(
primary_owner=self.betasmartz_client,
account_type=constants.ACCOUNT_TYPE_PERSONAL)
self.firm = self.betasmartz_client.advisor.firm
self.external_asset1 = ExternalAssetFactory.create(
owner=self.betasmartz_client)
self.external_asset2 = ExternalAssetFactory.create(
owner=self.betasmartz_client)
self.goal = GoalFactory.create(account=self.client_account)
self.goal2 = GoalFactory.create(account=self.client_account)
self.transaction = TransactionFactory.create(
to_goal=self.goal,
from_goal=self.goal2,
amount=self.goal.cash_balance,
status=Transaction.STATUS_EXECUTED,
reason=Transaction.REASON_TRANSFER,
executed=self.today)
# second client
self.betasmartz_client2 = ClientFactory.create(
advisor=self.betasmartz_client.advisor)
self.client_account2 = ClientAccountFactory.create(
primary_owner=self.betasmartz_client2,
account_type=constants.ACCOUNT_TYPE_PERSONAL)
self.external_asset1 = ExternalAssetFactory.create(
owner=self.betasmartz_client2)
self.external_asset2 = ExternalAssetFactory.create(
owner=self.betasmartz_client2)
self.goal3 = GoalFactory.create(account=self.client_account2)
self.goal4 = GoalFactory.create(account=self.client_account2)
self.transaction2 = TransactionFactory.create(
to_goal=self.goal3,
from_goal=self.goal4,
amount=self.goal3.cash_balance,
status=Transaction.STATUS_EXECUTED,
reason=Transaction.REASON_TRANSFER,
executed=self.today)
def setUp(self):
self.support_group = GroupFactory(name=GROUP_SUPPORT_STAFF)
self.account = ClientAccountFactory.create()
self.advisor = self.account.primary_owner.advisor
self.firm = self.advisor.firm
self.advisor2 = AdvisorFactory.create(firm=self.firm)
self.betasmartz_client2 = ClientFactory.create(advisor=self.advisor2)
self.account2 = ClientAccountFactory.create(
primary_owner=self.betasmartz_client2)
self.account_group = AccountGroupFactory.create(advisor=self.advisor)
self.account_group2 = AccountGroupFactory.create(advisor=self.advisor2)
self.account.account_group = self.account_group
self.account.save()
self.account2.account_group = self.account_group2
self.account2.save()
self.rep = AuthorisedRepresentativeFactory.create(firm=self.firm)
def setUp(self):
self.support_group = GroupFactory(name=GROUP_SUPPORT_STAFF)
# client with some personal assets, cash balance and goals
self.region = RegionFactory.create()
self.betasmartz_client_address = AddressFactory(region=self.region)
self.risk_group = RiskProfileGroupFactory.create(name='Personal Risk Profile Group')
self.personal_account_type = AccountTypeRiskProfileGroupFactory.create(account_type=0,
risk_profile_group=self.risk_group)
self.user = UserFactory.create()
self.betasmartz_client = ClientFactory.create(user=self.user)
self.betasmartz_client_account = ClientAccountFactory(primary_owner=self.betasmartz_client, account_type=ACCOUNT_TYPE_PERSONAL)
self.external_asset1 = ExternalAssetFactory.create(owner=self.betasmartz_client)
self.external_asset2 = ExternalAssetFactory.create(owner=self.betasmartz_client)
self.goal1 = GoalFactory.create(account=self.betasmartz_client_account)
self.goal2 = GoalFactory.create(account=self.betasmartz_client_account)
self.betasmartz_client2 = ClientFactory.create()
def setUp(self):
self.support_group = GroupFactory(name=GROUP_SUPPORT_STAFF)
# Populate the AccountType -> RiskProfileGroup mapping
for atid, _ in constants.ACCOUNT_TYPES:
AccountTypeRiskProfileGroupFactory.create(account_type=atid)