def get_invoices(p_id): invoices = Invoice.query.filter_by(policy_id = p_id).all() payments = Payment.query.filter_by(policy_id = p_id).all() pa = PolicyAccounting(p_id) date_cursor = invoices[len(invoices)-1].cancel_date amt = pa.return_account_balance(date_cursor) return render_template('index.html', invoices=invoices, payments=payments, balance=amt)
def test_quarterly_on_last_installment_bill_date(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.assertEquals( pa.return_account_balance(date_cursor=invoices[3].bill_date), 1200)
def get_invoices(): if request.method == 'POST': #pull information from form submission policy_number = request.form['policy_number'] date_cursor = request.form['date'] #filter to policy number that was submitted policy = Policy.query.filter(Policy.policy_number == policy_number).first() if policy: pa = PolicyAccounting(policy.id) #filter invoices to policy that was submitted invoices = Invoice.query.filter(Invoice.policy_id == policy.id)\ .filter(Invoice.deleted != 1).all() #filter paid invoices payments = Payment.query.filter(Payment.policy_id == policy.id).all() paid = len(payments) account_balance = pa.return_account_balance(date_cursor) return render_template('index.html', display=True, balance=account_balance, date=date_cursor, policy=policy_number,invoices=invoices, paid=paid) else: error = "Sorry the policy you entered may not exist." return render_template('index.html', display=False, error=error) else: error = "Error: Please try again!" return render_template('index.html', error=error)
def test_quarterly_on_second_installment_bill_date_with_full_payment(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[1].bill_date, amount=600)) self.assertEquals(pa.return_account_balance(date_cursor=invoices[1].bill_date), 0)
def test_quarterly_on_second_installment_bill_date_with_full_payment(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[1].bill_date, amount=600)) self.assertEquals( pa.return_account_balance(date_cursor=invoices[1].bill_date), 0)
def test_quarterly_on_second_installment_bill_date_with_full_payment(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() payment = pa.make_payment(contact_id=self.policy.named_insured, date_cursor=invoices[1].bill_date, amount=600) if payment: self.payments.append(payment) # should be None, but keep track of it just in case # self.assertEquals(pa.return_account_balance(date_cursor=invoices[1].bill_date), 0) --original test, fails # new test, a better test that ensures the payment didn't go through self.assertEquals(pa.return_account_balance(date_cursor=invoices[1].bill_date), pa.policy.annual_premium/2)
def index(): # You will need to serve something up here. if request.method == 'POST': policy_num = request.form['policy_num'] date_cursor = request.form['date'] policy = Policy.query.filter(Policy.policy_number == policy_num).one() invoices = Invoice.query.filter_by(policy_id = policy.id)\ .filter(Invoice.bill_date <= date_cursor)\ .filter(Invoice.deleted == False)\ .all() payments = Payment.query.filter_by(policy_id = policy.id)\ .filter(Payment.transaction_date <= date_cursor)\ .all() pa = PolicyAccounting(policy.id) amt = pa.return_account_balance(date_cursor) return render_template('index.html', policy_number=policy_num, date_posted=date_cursor, invoices=invoices, payments=payments, balance=amt) else: return render_template('index.html', invoices = [], payments = [])
def test_quarterly_on_eff_date(self): self.policy.billing_schedule = "Quarterly" pa = PolicyAccounting(self.policy.id) self.assertEquals(pa.return_account_balance(date_cursor=self.policy.effective_date), 300)
def test_annual_on_eff_date(self): self.policy.billing_schedule = "Annual" pa = PolicyAccounting(self.policy.id) self.assertEquals(pa.return_account_balance(date_cursor=self.policy.effective_date), 1200)
def test_quarterly_on_last_installment_bill_date(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.assertEquals(pa.return_account_balance(date_cursor=invoices[3].bill_date), 1200)
def test_quarterly_on_eff_date(self): self.policy.billing_schedule = "Quarterly" pa = PolicyAccounting(self.policy.id) self.assertEquals( pa.return_account_balance(date_cursor=self.policy.effective_date), 300)
def test_annual_on_eff_date(self): self.policy.billing_schedule = "Annual" pa = PolicyAccounting(self.policy.id) self.assertEquals( pa.return_account_balance(date_cursor=self.policy.effective_date), 1200)