def insert_data():
#Contacts
contacts = []
john_doe_agent = Contact('John Doe', 'Agent')
contacts.append(john_doe_agent)
john_doe_insured = Contact('John Doe', 'Named Insured')
contacts.append(john_doe_insured)
bob_smith = Contact('Bob Smith', 'Agent')
contacts.append(bob_smith)
anna_white = Contact('Anna White', 'Named Insured')
contacts.append(anna_white)
joe_lee = Contact('Joe Lee', 'Agent')
contacts.append(joe_lee)
ryan_bucket = Contact('Ryan Bucket', 'Named Insured')
contacts.append(ryan_bucket)
for contact in contacts:
db.session.add(contact)
db.session.commit()
policies = []
p1 = Policy('Policy One', date(2015, 1, 1), 365)
p1.billing_schedule = 'Annual'
p1.named_insured = john_doe_insured.id # newly added for problem 6
p1.agent = bob_smith.id
policies.append(p1)
p2 = Policy('Policy Two', date(2015, 2, 1), 1600)
p2.billing_schedule = 'Quarterly'
p2.named_insured = anna_white.id
p2.agent = joe_lee.id
policies.append(p2)
p3 = Policy('Policy Three', date(2015, 1, 1), 1200)
p3.billing_schedule = 'Monthly'
p3.named_insured = ryan_bucket.id
p3.agent = john_doe_agent.id
policies.append(p3)
# newly added for problem 5
p4 = Policy( 'Policy Four', date( 2015, 2, 1 ), 500 )
p4.billing_schedule = 'Two-Pay'
p4.named_insured = ryan_bucket.id
p4.agent = john_doe_agent.id
policies.append(p4)
for policy in policies:
db.session.add(policy)
db.session.commit()
for policy in policies:
PolicyAccounting(policy.id)
payment_for_p2 = Payment(p2.id, anna_white.id, 400, date(2015, 2, 1))
db.session.add(payment_for_p2)
db.session.commit()
def make_policy():
schedules = ["Annual", "Two-Pay", "Quarterly", "Monthly"]
i_contacts = Contact.query.filter(Contact.role == "Named Insured").all()
a_contacts = Contact.query.filter(Contact.role == "Agent").all()
if request.method == "POST":
#try:
p_num = request.form['policy_num']
eff_date = request.form['date']
bill_schedule = request.form['bill_schedule']
premium = request.form['premium']
policy = Policy(p_num, eff_date, premium)
policy.billing_schedule = bill_schedule
insured = request.form['insured']
if insured > 0: # If a 'Named Insured' was selected, tie to policy
policy.named_insured = insured
agent = request.form['agent']
policy.agent = agent
db.session.add(policy)
db.session.commit()
# make PolicyAccounting object to initialize invoices
pa = PolicyAccounting(policy.id)
return redirect(url_for('getinvoices', p_id=policy.id))
# except:
# return render_template('create.html', schedules=schedules, insured_list=i_contacts, agent_list=a_contacts)
else:
return render_template('create.html', schedules=schedules, insured_list=i_contacts, agent_list=a_contacts)
def new_policy(policy_number,
effective_date,
annual_premium,
billing_schedule,
agent=None,
named_insured=None):
try:
# makes a new policy object
new_policy = Policy(policy_number, effective_date, annual_premium)
new_policy.billing_schedule = billing_schedule
# check if a named_insured was passed, if it was passed get the reference object from the db
if named_insured:
named_insured_ = Contact.query.filter_by(
name=named_insured, role="Named Insured").first()
# if there is not a contact with this name a new one is created
if not named_insured_:
contact = Contact(named_insured, 'Named Insured')
named_insured_ = contact
db.session.add(contact)
db.session.commit()
named_insured = named_insured_.id
# check if a agent was passed, if it was passed get the reference object from the db
if agent:
agent_ = Contact.query.filter_by(name=agent, role="Agent").first()
# if there is not a contact with this name a new one is created
if not agent_:
contact = Contact(agent, 'Agent')
agent_ = contact
db.session.add(contact)
db.session.commit()
agent = agent_.id
new_policy.named_insured = named_insured
new_policy.agent = agent
db.session.add(new_policy)
db.session.commit()
except Exception as error:
logging.error(error)
def create_policy_four():
# get contact whose name and Role are John Doe and role respectively
john_doe_agent = Contact.query.filter_by(name="John Doe",
role="Agent").one()
# get contact whose name and Role are Ryan Bucket and Name Insured respectively
ryan_bucket = Contact.query.filter_by(name="Ryan Bucket",
role="Named Insured").one()
# create a policy instance for Policy Four with annual amount of $500
p4 = Policy('Policy Four', date(2015, 2, 1), 500)
p4.billing_schedule = 'Two-Pay' # billing schedule
p4.agent = john_doe_agent.id # agent
p4.named_insured = ryan_bucket.id # named insured
# save Policy Four to database
db.session.add(p4)
db.session.commit()
# Use PolicyAccounting to create invoice(s) for Policy Four
PolicyAccounting(p4.id)
print "Policy Four Created and invoices are generated for it"
def create_policy():
data = request.json
try:
curr_date = datetime.strptime(data['date'], "%Y-%m-%d")
policy_name = data['policy_name']
existing_insured = data['existingInsured']
existing_agent = data['existingAgent']
insured = data['insured']
agent = data['agent']
billing_schedule = data['schedule']
premium = int(data['premium'])
except:
abort(400)
if not existing_insured:
new_insured = Contact(insured, 'Named Insured')
db.session.add(new_insured)
db.session.commit()
insured = new_insured.id
else:
insured = insured['id']
if not existing_agent:
new_agent = Contact(agent, 'Agent')
db.session.add(new_agent)
db.session.commit()
agent = new_agent.id
else:
agent = agent['id']
new_policy = Policy(policy_name, curr_date, premium)
new_policy.billing_schedule = billing_schedule
new_policy.named_insured = insured
new_policy.agent = agent
db.session.add(new_policy)
db.session.commit()
return "All good"
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))
def insert_data():
#Contacts
contacts = [] #Contact list to insert into db
john_doe_agent = Contact('John Doe', 'Agent')
contacts.append(john_doe_agent)
john_doe_insured = Contact('John Doe', 'Named Insured')
contacts.append(john_doe_insured)
bob_smith = Contact('Bob Smith', 'Agent')
contacts.append(bob_smith)
anna_white = Contact('Anna White', 'Named Insured')
contacts.append(anna_white)
joe_lee = Contact('Joe Lee', 'Agent')
contacts.append(joe_lee)
ryan_bucket = Contact('Ryan Bucket', 'Named Insured')
contacts.append(ryan_bucket)
for contact in contacts:
db.session.add(contact)
db.session.commit()
policies = [] #Policy list to insert into db
p1 = Policy('Policy One', date(2015, 1, 1), 365)
p1.billing_schedule = 'Annual'
p1.agent = bob_smith.id
policies.append(p1)
p2 = Policy('Policy Three', date(2015, 2, 1), 1200)
p2.billing_schedule = 'Monthly'
p2.named_insured = anna_white.id
p2.agent = joe_lee.id
policies.append(p2)
p3 = Policy('Policy Three', date(2015, 1, 1), 1200)
p3.billing_schedule = 'Monthly'
p3.named_insured = ryan_bucket.id
p3.agent = john_doe_agent.id
policies.append(p3)
p4 = Policy('Policy Four', date(2015, 2, 1), 500) #creating policy 4 with given information
p4.billing_schedule = 'Two-Pay'
p4.name_insured = ryan_bucket.id
p4.agent = john_doe_agent.id
policies.append(p4)
p5 = Policy('Policy Four', date(2015, 2, 1), 500) #Created another policy 4 for Bob Smith's client
p5.bill_schedule = 'Two-Pay'
p5.name_insured = john_doe_insured.id
p5.agent = bob_smith.id
policies.append(p5)
for policy in policies:
db.session.add(policy)
db.session.commit()
for policy in policies:
PolicyAccounting(policy.id)
payment_for_p2 = Payment(p2.id, anna_white.id, 400, date(2015, 2, 1))
db.session.add(payment_for_p2)
db.session.delete(invoice[0]) #Delete old Quarterly invoice
db.session.commit()
