def verify_relationship_added(self):
relationship_id = ViewRelationshipsPage(
self.config).get_first_relationship_id()
utils.add_temp_data(self.config, "lead_relationship",
{"id": relationship_id})
data = utils.get_common_data(self.config)["clients"]["default"]
assert data["firstname"] + " " + data[
"lastname"] == ViewRelationshipsPage(
self.config).get_first_relationship_name(
), "Incorrect relationship name"
assert utils.get_common_data(self.config)["test_data"]["add_relationship_data"]["spouse"] == \
ViewRelationshipsPage(self.config).get_first_relationship(), "Incorrect relationship"
def upload_pdf_document(self):
utils.add_temp_data(self.config, "document", {"category": utils.get_common_data(
self.config)["test_data"]["document_data"]["document_category"]})
utils.update_temp_data(self.config, "document", 0, "subcategory", utils.get_common_data(
self.config)["test_data"]["document_data"]["document_subcategory"])
self.dialog \
.click_file_type() \
.select_document_category(utils.get_temp_data(self.config, "document")["category"]) \
.select_document_subcategory(utils.get_temp_data(self.config, "document")['subcategory']) \
.send_file_url() \
.click_upload_button()
return self.journey
def verify_corporate_client_relationship(self):
relationship_id = ClientRelationshipsPage(
self.config).get_relationship_id()
utils.add_temp_data(self.config, "client_relationship",
{"id": relationship_id})
client = utils.get_common_data(self.config)["clients"]["default"]
assert ClientRelationshipsPage(self.config).get_first_employee_name() == client["firstname"] + " " + client["lastname"], \
"Incorrect Employee Name"
assert ClientRelationshipsPage(
self.config).get_first_employee_relationship(
) == utils.get_common_data(self.config)["test_data"][
"add_relationship_data"]["employee"], "Incorrect Relationship"
return self
def add_dependant(self):
data = utils.get_common_data(
self.config)["test_data"]["gff_client_data"]
relationship_name = fakedata.rand_firstname(self, "first_name") + \
"_" + fakedata.rand_lastname(self, "last_name")
utils.add_temp_data(self.config, "dependant_name",
relationship_name)
family_members = self.wizard.your_family_member_stage()
family_members.click_add_family_member()
relationship = self.wizard.relationship_type_stage()
relationship.click_relationship_type_option(
data["RELATIONSHIP_TYPE"])
name = self.wizard.name_stage()
name.goto_stage()
name.fill_in_name_field(
get_temp_data(self.config, "dependant_name"))
date_of_birth = self.wizard.date_of_birth_stage()
date_of_birth.goto_stage()
living_with_you = self.wizard.living_with_you_stage()
living_with_you.goto_stage()
self.wizard.click_next_button()
review = self.wizard.review_stage()
review.click_save_and_close_button()
family_members = self.wizard.your_family_member_stage()
family_members \
.click_yes_button() \
.click_save_and_close_button()
return self.journey
def add_basic_personal_details(self):
data = utils.get_common_data(
self.config)["test_data"]["gff_client_data"]
title_and_gender = self.wizard.title_and_gender_stage()
title_and_gender \
.click_title_option(data["Title"]) \
.click_gender_option(data["Gender"])
date_of_birth = self.wizard.date_of_birth_stage()
date_of_birth.goto_stage()
date_of_birth.fill_in_date_of_birth_fields()
place_of_birth = self.wizard.place_of_birth_stage()
place_of_birth.goto_stage()
place_of_birth.fill_in_place_of_birth(data["PLACE_OF_BIRTH"])
nationality = self.wizard.nationality_stage()
nationality.goto_stage()
nationality \
.delete_nationality() \
.fill_in_nationality_field(data["NATIONALITY"])
residence = self.wizard.residence_stage()
residence.goto_stage()
residence.click_residence_option(data["RESIDENCE"])
health = self.wizard.health_stage()
health.goto_stage()
health \
.click_are_in_good_health_option(data["HEALTH_STATUS"]) \
.click_have_you_smoked_option(data["SMOKE_STATUS"])
will = self.wizard.will_stage()
will.goto_stage()
will.click_will_status_option(data["WILL_STATUS"])
photo = self.wizard.photo_stage()
photo.goto_stage()
self.wizard.click_next_button()
review = self.wizard.review_stage()
review.click_save_and_close_button()
return FactFind._YouAndYourFamily(self.journey)
def add_employee_relationship(self):
client = utils.get_common_data(self.config)["clients"]["default"]
self.select_person_contact_type()\
.fill_in_client_name(client["firstname"], client["lastname"])\
.select_client()\
.select_relationship()
return self
def search_open_gff_client(self):
SearchClient(self.config).quick_search_client(
utils.get_common_data(
self.config)["test_data"]["gff_client_data"]["fullname"])
utils.update_temp_data(self.config, "client", 0, "id",
BaseClientPage(self.config).get_client_id())
return self
def convert_lead_to_client(self):
data = get_common_data(self.config)["test_data"]["lead_data"]
self.dialog.select_status(data["STATUS"])
self.dialog.wait_until_please_wait_spinner_present()
self.dialog.click_save_button()
self.dialog.close_io_dialog()
return self.journey
def update_date_of_birth(self):
data = utils.get_common_data(
self.config)["test_data"]["gff_client_data"]
ProfileStage.Personal(self.config).fill_in_date_of_birth\
('/'.join([data["UPDATED_DOB_DATE"], data["UPDATED_DOB_MONTH"], data["UPDATED_DOB_YEAR"]]))\
.click_save_button()
return self
def verify_dependants_data_syncronized(self):
data = utils.get_common_data(
self.config)["test_data"]["gff_client_data"]
relationship_fullname = get_temp_data(self.config, "dependant_name")
dependants = ProfileStage.Dependants(self.config)
assert dependants.get_full_name_value(
) == relationship_fullname, "Full Name was not saved successfully"
assert dependants.get_relationship_value() == data["RELATIONSHIP_TYPE"]
def verify_imported_statement_synced(self):
assert ElectronicImportsPage(self.config).get_import_amount_value() == \
utils.get_common_data(self.config)["test_data"]["provider_statement_data"][
"import_amount"], "Import not successfull"
assert ElectronicImportsPage(self.config).get_import_date_value() == datetime.datetime.today().strftime(
'%d/%m/%Y'), \
"Import not successfull"
return self
def add_mortgage_plan_details(self):
data = get_common_data(
self.config)["test_data"]["mortgage_plan_data"]
second_client = get_temp_data(self.config, "client", 1)
self.wizard.mortgage_plan_stage().select_second_owner(second_client["name"])\
.fill_in_price_valuation(data["price_valuation"])\
.fill_in_deposit_equity(data["deposit_equity"])
return self
def search_for_live_statement(self):
data = utils.get_common_data(self.config)["test_data"]["provider_statement_data"]
StatementSearchPage(self.config) \
.select_statement_search_type(data["provider_statement_advanced_search"]) \
.click_clear() \
.fill_in_low_state_amount(data["live_statement_amount"]) \
.click_search()
return self
def verify_lead_task_added(self):
data = get_common_data(self.config)["test_data"]["lead_data"]
assert LeadTasksPage(self.config).get_task_category(
) == data["task_category"], "Task Category not matching"
assert LeadTasksPage(self.config).get_task_type(
) == data["task_type"], "Task Type not matching"
assert LeadTasksPage(self.config).get_task_notes(
) == self.config.task_notes, "Task Notes not matching"
def fill_needs_question_form(self):
needs_questions = AddNeedsQuestionDialog(self.needs_questions)
data = utils.get_common_data(
self.config)["test_data"]["needs_questions_setup_details"]
needs_questions.page.fill_in_form(data, needs_questions)
needs_questions.click_group_in_profile_checkbox()
needs_questions.click_save_button()
return self.journey
def add_relationship_to_lead(self):
client = utils.get_common_data(self.config)["clients"]["default"]
self.wizard.select_type_stage() \
.select_radio_button_person()
self.wizard.search_contact_stage() \
.goto_stage() \
.fill_in_firstname(client["firstname"]) \
.fill_in_lastname(client["lastname"])
self.wizard.select_contact_stage() \
.goto_stage() \
.select_contact_radio_button()
self.wizard.finish_stage() \
.goto_stage() \
.select_relationship(utils.get_common_data(self.config)["test_data"]["add_relationship_data"]["spouse"])
self.wizard.finish_stage() \
.goto_stage() \
.click_complete_button()
return self.journey
def add_plan_and_plan_fee(self):
data = utils.get_common_data(self.config)["test_data"]["change_plan_status_data"]
SearchClient(self.config).open_client_by_url() \
.using_add_plan_wizard() \
.add_mortgage_plan_with_basic_details()\
.finish() \
.open_change_plan_status_dialog() \
.change_plan_status_to(data["submitted_to_provider"]) \
.open_change_plan_status_dialog() \
.change_plan_status_to(data["inforce"]) \
.open_add_fee_from_plan_action() \
.add_initial_fee_with_basic_details(
utils.get_common_data(self.config)["test_data"]["fee_data"]["payment_type_by_provider"])
BasePlanPage(self.config).click_open_first_plan_fee()
Fee(self.config).save_fee_details() \
.open_change_fee_status_dialog() \
.change_fee_status_to(data["due"])
return self
def add_lead_task(self):
data = get_common_data(self.config)["test_data"]["lead_data"]
self.config.task_notes = utils.fakedata.rand_text(5)
self.dialog.select_task_category(data["task_category"]) \
.wait_until_please_wait_spinner_present() \
.select_task_type(data["task_type"]) \
.fill_in_notes(self.config.task_notes) \
.click_save_task()
return self.journey
def search_statement(self):
data = utils.get_common_data(self.config)["test_data"]
StatementSearchPage(self.config) \
.select_statement_search_type(data["provider_statement_data"]["provider_statement_advanced_search"]) \
.click_clear() \
.fill_in_high_state_amount(data["fee_data"]["fee_amount"])\
.select_matched(data["provider_statement_data"]["not_matched"])\
.click_search()
return self
def fill_in_date_of_birth_fields(self):
data = utils.get_common_data(
self.config)["test_data"]["gff_client_data"]
self.page.clear_and_fill_in_field(self.Locators.DATE_FIELD,
data["DOB_DATE"])
self.page.clear_and_fill_in_field(self.Locators.MONTH_FIELD,
data["DOB_MONTH"])
self.page.clear_and_fill_in_field(self.Locators.YEAR_FIELD,
data["DOB_YEAR"])
return self
def match_fee_provider_statement(self):
data = utils.get_common_data(self.config)["test_data"]["provider_statement_data"]
self.dialog.select_provider_statement_match_search_type(data["provider_statement_match_search"])\
.fill_high_amount(data["amount"])\
.click_search() \
.wait_search_results_appear() \
.select_first_search_result_record() \
.click_match()\
.close_io_dialog()
return self.journey
def verify_personal_data_was_updated(self):
data = utils.get_common_data(
self.config)["test_data"]["gff_client_data"]
review = self.wizard.click_review_button()
assert review.get_middle_name_value(
) == data["MIDDLE_NAME"], "Middle Name was not updated"
assert review.get_marital_status_value(
) == data["MARITAL_STATUS"], "Marital status was not updated"
review.click_save_and_close_button()
return self
def search_for_user(self):
dialog = self.dialog.open_user_search_dialog()
data = utils.get_common_data(self.config)["advisers"]
usersearch = UserSearchDialog(self.dialog, dialog.FRAME,
"id_Party_Id").click_clear_button()
time.sleep(5)
usersearch.fill_in_user_firstname_field(data["delegation_user"]["first_name"])\
.fill_in_user_lastname_field(data["delegation_user"]["last_name"])\
.click_search()\
.click_first_result()
return self
def verify_employment_data_synchronized(self):
actual_employment_data = utils.get_str_list_from_list_of_webelements(
EmploymentStage(
self.config).get_employment_rows_string())[0].split(' ')
expected_employment_data = list(
utils.get_common_data(
self.config)["test_data"]["gff_employment_data"].values())
assert all(item in actual_employment_data
for item in expected_employment_data
), "Employment record not synced successfully"
return self
def add_provider_to_statement(self):
data = utils.get_common_data(self.config)["test_data"]["fee_data"]
ElectronicImportsPage(self.config) \
.click_edit_button()
StatementSearchPage(self.config) \
.open_provider_search_dialog() \
.select(data["plan_fee_provider"]) \
.click_ok()
ElectronicImportsPage(self.config).click_update_button() \
.wait_until_please_wait_spinner_present()
return self
def send_unique_file(self, file_name):
self.config.unique_file_url = utils.get_test_documents_file_url(
file_name)
os.renames(
utils.get_test_documents_file_url(
utils.get_common_data(self.config)["test_data"]
["provider_statement_data"][self.config.file_name]),
self.config.unique_file_url)
utils.send_file_to_element(self, self.Locators.BROWSE_BUTTON_INPUT_ID,
self.config.unique_file_url)
return self
def test_add_basic_initial_fee(config):
""" Test Description: Adding a fee to a client.
Verifying that the data is saved. """
test = (Fee(config)
.open_client_by_url()
.using_add_fee_dialog()
.add_initial_fee_with_basic_details(get_common_data(config)["test_data"]["fee_data"]["payment_type_cheque"])
.save_fee_details()
.verify_if_fee_details_opened()
.verify_fee_category()
.verify_fee_charging_type()
)
def create_statement(self):
data = utils.get_common_data(self.config)["test_data"]["fee_data"]
StatementSearchPage(self.config) \
.click_clear() \
.fill_in_amount(data["fee_amount"]) \
.open_provider_search_dialog() \
.select(data["plan_fee_provider"]) \
.click_ok()
StatementSearchPage(self.config) \
.click_create() \
.wait_until_please_wait_spinner_present()
return self
def get_assureweb_quote(self):
data = utils.get_common_data(
self.config)["test_data"]["assureweb_quote"]
GetQuoteForClientPage(self.config).click_next() \
.select_product_type(data["PRODUCT_TYPE"]) \
.fill_in_age_field(data["AGE"]) \
.fill_in_min_life_amount_field(data["MIN_COVER"]) \
.click_next() \
.click_next() \
.check_all_checkboxes() \
.click_next() \
.click_complete()
utils.switch_to_parent_window(self)
return self
def add_initial_fee_with_basic_details(self, payment_type):
data = utils.get_common_data(self.config)["advisers"]
self.dialog.open_adviser_search_dialog().clear_adviser_firstname_field() \
.fill_in_adviser_firstname_field(data["default"]["firstname"]) \
.click_search() \
.click_first_result() \
.close_io_dialog()
self.dialog.select_fee_type(self.data["fee_type"])\
.select_payment_type(payment_type)\
.select_fee_charging_type(self.data["fee_charging_type"])\
.select_net_amount()\
.select_advice_category(self.data["advice_category"])\
.fill_in_initial_period(self.data["initial_period"])\
.click_save()\
.close_io_dialog()
return self.journey
