def add_model_to_plan_fundproposal(config, client_id, plan_id, model_id):
data = json.loads(utils.get_api_test_data(config, "add_imps_model_to_fund_proposal"))
data["model"]["id"] = model_id
result = config.put(f"/v2/clients/{client_id}/plans/{plan_id}/fundproposal", "portfolio", data=json.dumps(data))
assert result.status_code == 200, \
f"Expected response code is 200. Actual response code is {result.status_code} {result.text}"
return result.json()
def change_workflow_status_to(config, workflow_id, status):
config.get_access_token_using_internal_credentials()
data = json.loads(utils.get_api_test_data(config, "change_workflow_status"))
data["status"] = status
result = config.patch(f"/v1/templates/{workflow_id}", "workflow", data=json.dumps(data))
assert result.status_code == 200, \
f"Expected response code is 200. Actual response code is {result.status_code} {result.text}"
def create_contribution(config, client_id, plan_id):
data = json.loads(utils.get_api_test_data(config, "create_contribution"))
data["startsOn"] = date.today().strftime("%Y-%m-%d")
result = config.post(f"/v2/clients/{client_id}/plans/{plan_id}/contributions", "portfolio",
data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}."
return result.json()
def create_secure_message(config):
config.get_access_token_for_resource_owner_flow()
data = json.loads(utils.get_api_test_data(config, "create_secure_message"))
data["subject"] = fakedata.rand_text(5)
result = config.post("/v1/messages", "securemessaging", data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def create_workflow_category(config):
config.get_access_token_using_internal_credentials()
data = json.loads(utils.get_api_test_data(config, "create_workflow_category"))
data["name"] = data["name"] + rand_text()
result = config.post(f"/v1/templatecategories", "workflow", data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def search_client(config, last_name):
config.get_access_token_for_resource_owner_flow()
data = json.loads(utils.get_api_test_data(config, "search_client"))
data["filters"][0]["value"] = last_name
result = config.post("/v1/clients/search", "crm", data=json.dumps(data))
assert result.status_code == 200, \
f"Expected response code is 200. Actual response code is {result.status_code} {result.text}"
return result.json()
def create_valuation(config, client_id, plan_id, valuation="40000.0000"):
data = json.loads(utils.get_api_test_data(config, "create_valuation"))
data["value"]["amount"] = valuation
result = config.post(f"/v2/clients/{client_id}/plans/{plan_id}/valuations", "portfolio",
data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def add_address_for_lead(config, lead_id):
data = json.loads(utils.get_api_test_data(config, "create_address"))
result = config.post(f"/v2/leads/{lead_id}/addresses",
"crm",
data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def update_cff_client_personal_data(config, client_id):
data = json.loads(utils.get_api_test_data(config, "reset_cff_client_data"))
result = config.put(f"/v2/clients/{client_id}",
"crm",
data=json.dumps(data))
assert result.status_code == 200, \
f"Expected response code is 200. Actual response code is {result.status_code} {result.text}"
return result.json()
def create_quote(config, client_id):
data = json.loads(utils.get_api_test_data(config, "create_quote"))
result = config.post(f"/v2/clients/{client_id}/quotes/",
"quotation",
data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def create_task(config, client_id):
config.get_access_token_using_internal_credentials()
data = json.loads(utils.get_api_test_data(config, "create_task"))
data["relatedPartyId"] = client_id
result = config.post(f"/v1/tasks", "crm", data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def create_client_goal(config, client_id):
data = json.loads(utils.get_api_test_data(config, "create_goal"))
data["startDate"] = datetime.now().strftime("%Y-%m-%d")
target_date = datetime.now() + timedelta(days=3600)
data["targetDate"] = target_date.strftime("%Y-%m-%d")
result = config.post(f"/v1/clients/{client_id}/goals", "factfind", data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def change_plan_status_to(config, client_id, plan_id, status):
data = json.loads(utils.get_api_test_data(config, "change_plan_status"))
data["status"] = status
result = config.post(f"/v2/clients/{client_id}/plans/{plan_id}/statuses",
"portfolio",
data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def create_corporate_client(config):
data = json.loads(
utils.get_api_test_data(config, "create_corporate_client"))
data["corporate"]["name"] = data["corporate"]["name"] + fakedata.rand_text(
)
result = config.post("/v2/clients", "crm", data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def add_contact_for_client(config, client_id, contact_type):
data = json.loads(utils.get_api_test_data(config, "create_client_contact"))
data["type"] = contact_type
result = config.post(f"/v2/clients/{client_id}/contactdetails",
"crm",
data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def create_client_document(config, client_id):
data = json.loads(utils.get_api_test_data(config, "create_document"))
result = config.post(f"/v2/clients/{client_id}/documents",
"storage",
data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
config.document_location = result.headers["x-iflo-object-location"]
return result.json()
def create_fund_holding(config, client_id, plan_id):
data = json.loads(utils.get_api_test_data(config, "create_fund"))
data["units"]["numberUpdatedOn"] = date.today().strftime("%Y-%m-%d")
data["units"]["priceUpdatedOn"] = date.today().strftime("%Y-%m-%d")
result = config.post(f"/v2/clients/{client_id}/plans/{plan_id}/holdings", "portfolio",
data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def create_lead(config):
data = json.loads(utils.get_api_test_data(config, "create_lead"))
data["person"][
"firstName"] = data["person"]["firstName"] + fakedata.rand_text()
data["person"][
"lastName"] = data["person"]["lastName"] + fakedata.rand_text()
result = config.post("/v2/leads", "crm", data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def create_quote_result(config, client_id, quote_id, *client_id_second_life):
data = json.loads(utils.get_api_test_data(config, "create_quote_result"))
data["applicants"][0]["id"] = client_id
if client_id_second_life:
data["applicants"].append({"id": f"{client_id_second_life[0]}"})
result = config.post(f"/v2/clients/{client_id}/quotes/{quote_id}/results",
"quotation",
data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def verify_existing_and_new_funds_present(self):
current_fund_names_list = utils.get_str_list_from_list_of_webelements(
self.dialog.get_funds_names())
expected_fund_list = json.loads(
utils.get_api_test_data(
self.config, "create_basic_imps_model"))["funds"]
expected_fund_list.append(
utils.get_temp_data(self.config, "fund_holding")["fund"])
expected_fund_names_list = [
fund["name"] for fund in expected_fund_list
]
assert set(current_fund_names_list) == set(expected_fund_names_list), \
f"Expected funds are {expected_fund_names_list}. Observed funds are {current_fund_names_list}"
return self
def create_relationships_for_client(config,
client_id_first_life,
client_id_second_life,
relationship_type=None):
data = json.loads(utils.get_api_test_data(config, "create_relationships"))
data["subject"]["id"] = client_id_first_life
data["relation"]["id"] = client_id_second_life
if relationship_type:
data["relationshipType"]["name"] = relationship_type
result = config.post(f"/v2/clients/{client_id_first_life}/relationships",
"crm",
data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def create_model_portfolio(config):
data = json.loads(
utils.get_api_test_data(config, "create_basic_imps_model"))
data["code"] = data["code"] + fakedata.rand_text()
data[
"name"] = "Automation Rebalance Test iMPS Model " + fakedata.rand_text(
)
config.access_token = config.get_app_tcc_token("imps_app")
app_id = utils.get_app_by_type(config, "imps_app")["app_id"]
result = config.post(f"/v2/apps/{app_id}/models",
"imps",
data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
config.access_token = None
return result.json()
def create_plan(config,
client_id,
plan_type,
is_pre_existing=False,
plan_details={}):
data = json.loads(utils.get_api_test_data(config, "create_plan"))
if is_pre_existing:
data["Lifecycle"]["id"] = data["Lifecycle"]["id"]["is_pre_existing"]
else:
data["Lifecycle"]["id"] = data["Lifecycle"]["id"][plan_type]
data["planType"]["name"] = data["planType"]["name"][plan_type]
data["owners"][0]["id"] = client_id
data.update(plan_details)
result = config.post(f"/v2/clients/{client_id}/plans/",
"portfolio",
data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
def add_dependant(config, client_id):
data = json.loads(utils.get_api_test_data(config, "add_dependant"))
result = config.post(f"/v2/clients/{client_id}/dependants", "factfind", data=json.dumps(data))
assert result.status_code == 201, \
f"Expected response code is 201. Actual response code is {result.status_code} {result.text}"
return result.json()
