def change_billing_schedule(self, new_billing_schedule, date_cursor=None):
"""
Changes existing billing schedule, marks old invoices as deleted, and creates invoices for new billing schedule.
"""
billing_schedules = {
'Annual': None,
'Two-Pay': 2,
'Quarterly': 4,
'Monthly': 12
}
if not date_cursor:
date_cursor = datetime.now().date()
#updates new payment plan
new_premium = self.total_remaining_premium(date_cursor)
list_of_new_invoices = []
#redefine billing schedule
self.policy.billing_schedule = new_billing_schedule
if self.policy.billing_schedule == 'Annual':
invoice = Invoice(
self.policy.id,
self.policy.effective_date, #bill_date
self.policy.effective_date + relativedelta(months=1), #due
self.policy.effective_date +
relativedelta(months=1, days=14), #cancel
new_premium) #amount owed
list_of_new_invoices.append(invoice)
elif self.policy.billing_schedule == 'Two-Pay':
for i in range(1, billing_schedules.get('Two-Pay') + 1):
months_after_eff_date = i * 6
bill_date = self.policy.effective_date + relativedelta(
months=months_after_eff_date)
invoice = Invoice(
self.policy.id,
bill_date, #bill_date
bill_date + relativedelta(months=1), #due
bill_date + relativedelta(months=1, days=14), #cancel
new_premium /
billing_schedules.get('Two-Pay')) #amount owed
list_of_new_invoices.append(invoice)
elif self.policy.billing_schedule == 'Quarterly':
for i in range(1, billing_schedules.get('Quarterly') + 1):
months_after_eff_date = i * 3
bill_date = self.policy.effective_date + relativedelta(
months=months_after_eff_date)
invoice = Invoice(
self.policy.id,
bill_date, #bill_date
bill_date + relativedelta(months=1), #due
bill_date + relativedelta(months=1, days=14), #cancel
new_premium /
billing_schedules.get('Quarterly')) #amount owed
list_of_new_invoices.append(invoice)
elif self.policy.billing_schedule == 'Monthly':
for i in range(1, billing_schedules.get('Monthly') + 1):
months_after_eff_date = i
bill_date = self.policy.effective_date + relativedelta(
months=months_after_eff_date)
invoice = Invoice(
self.policy.id,
bill_date, #bill_date
bill_date + relativedelta(months=1), #due
bill_date + relativedelta(months=1, days=14), #cancel
new_premium /
billing_schedules.get('Monthly')) #amount owed
list_of_new_invoices.append(invoice)
#marks old policies as deleted
for invoice in self.policy.invoices:
invoice.deleted = True
#adds new policies to the db
for invoice in list_of_new_invoices:
db.session.add(invoice)
#update the policies billing_schedule
db.session.query(Policy).filter_by(
policy_number=self.policy.policy_number).update(
{"billing_schedule": new_billing_schedule})
db.session.commit()
