def setUp(self):
super(FirmAnalyticsMixinTests, self).setUp()
self.support_group = GroupFactory(name=GROUP_SUPPORT_STAFF)
self.bonds_type = InvestmentType.Standard.BONDS.get()
self.stocks_type = InvestmentType.Standard.STOCKS.get()
self.view = self.DummyView()
self.today = today = timezone.now().date()
# Populate the AccountType -> RiskProfileGroup mapping
for atid, _ in constants.ACCOUNT_TYPES:
AccountTypeRiskProfileGroupFactory.create(account_type=atid)
# first client
self.betasmartz_client = ClientFactory.create()
self.client_account = ClientAccountFactory.create(
primary_owner=self.betasmartz_client,
account_type=constants.ACCOUNT_TYPE_PERSONAL)
self.firm = self.betasmartz_client.advisor.firm
self.external_asset1 = ExternalAssetFactory.create(
owner=self.betasmartz_client)
self.external_asset2 = ExternalAssetFactory.create(
owner=self.betasmartz_client)
self.goal = GoalFactory.create(account=self.client_account)
self.goal2 = GoalFactory.create(account=self.client_account)
self.transaction = TransactionFactory.create(
to_goal=self.goal,
from_goal=self.goal2,
amount=self.goal.cash_balance,
status=Transaction.STATUS_EXECUTED,
reason=Transaction.REASON_TRANSFER,
executed=self.today)
# second client
self.betasmartz_client2 = ClientFactory.create(
advisor=self.betasmartz_client.advisor)
self.client_account2 = ClientAccountFactory.create(
primary_owner=self.betasmartz_client2,
account_type=constants.ACCOUNT_TYPE_PERSONAL)
self.external_asset1 = ExternalAssetFactory.create(
owner=self.betasmartz_client2)
self.external_asset2 = ExternalAssetFactory.create(
owner=self.betasmartz_client2)
self.goal3 = GoalFactory.create(account=self.client_account2)
self.goal4 = GoalFactory.create(account=self.client_account2)
self.transaction2 = TransactionFactory.create(
to_goal=self.goal3,
from_goal=self.goal4,
amount=self.goal3.cash_balance,
status=Transaction.STATUS_EXECUTED,
reason=Transaction.REASON_TRANSFER,
executed=self.today)
def setUp(self):
for atid, _ in constants.ACCOUNT_TYPES:
AccountTypeRiskProfileGroupFactory.create(account_type=atid)
self.today = today = date(2016, 5, 1)
self.older_fiscal_year = FiscalYearFactory.create()
self.older_fiscal_year2 = FiscalYearFactory.create()
self.current_fiscal_year = FiscalYearFactory.create(
year=today.year,
begin_date=datetime(year=today.year, month=1, day=1),
end_date=datetime(year=today.year, month=12, day=31))
self.firm = FirmFactory.create()
self.firm.fiscal_years.add(self.older_fiscal_year)
self.firm.fiscal_years.add(self.older_fiscal_year2)
self.firm.fiscal_years.add(self.current_fiscal_year)
# add an advisor for the firm
self.advisor = AdvisorFactory.create(firm=self.firm)
# add a client account for the firm
self.betasmartz_client = ClientFactory.create(advisor=self.advisor)
self.client_account = ClientAccountFactory.create(
primary_owner=self.betasmartz_client)
# add some goals
self.goal1 = GoalFactory.create(account=self.client_account)
self.goal2 = GoalFactory.create(account=self.client_account)
# add some transaction fees associated with the goals
# there are two fees here, one for the from_goal1, and one for the to_goal2
self.fee1 = TransactionFactory.create(
reason=Transaction.REASON_FEE,
status=Transaction.STATUS_EXECUTED,
from_goal=self.goal1,
to_goal=self.goal2,
amount=500,
executed=today - relativedelta(months=1))
# add new advisor to firm
# add new clientacounts for advisor and fees
self.advisor2 = AdvisorFactory.create(firm=self.firm)
self.betasmartz_client2 = ClientFactory.create(advisor=self.advisor2)
self.client_account2 = ClientAccountFactory.create(
primary_owner=self.betasmartz_client2)
self.goal3 = GoalFactory.create(account=self.client_account2)
# add some more fees
self.fee2 = TransactionFactory.create(
reason=Transaction.REASON_FEE,
status=Transaction.STATUS_EXECUTED,
to_goal=self.goal3,
amount=800,
executed=self.older_fiscal_year.begin_date +
relativedelta(months=1))
def setUp(self):
self.client = ClientFactory.create(user=UserFactory.create())
self.pricing_plan = self.client.advisor.firm.pricing_plan
self.pricing_plan.bps = 100
self.pricing_plan.fixed = 50
self.pricing_plan.system_fee = 10, 5
self.pricing_plan.save()
def setUp(self):
self.support_group = GroupFactory(name=GROUP_SUPPORT_STAFF)
# client with some personal assets, cash balance and goals
self.region = RegionFactory.create()
self.betasmartz_client_address = AddressFactory(region=self.region)
self.risk_group = RiskProfileGroupFactory.create(name='Personal Risk Profile Group')
self.personal_account_type = AccountTypeRiskProfileGroupFactory.create(account_type=0,
risk_profile_group=self.risk_group)
self.user = UserFactory.create()
self.betasmartz_client = ClientFactory.create(user=self.user)
self.betasmartz_client_account = ClientAccountFactory(primary_owner=self.betasmartz_client, account_type=ACCOUNT_TYPE_PERSONAL)
self.external_asset1 = ExternalAssetFactory.create(owner=self.betasmartz_client)
self.external_asset2 = ExternalAssetFactory.create(owner=self.betasmartz_client)
self.goal1 = GoalFactory.create(account=self.betasmartz_client_account)
self.goal2 = GoalFactory.create(account=self.betasmartz_client_account)
self.betasmartz_client2 = ClientFactory.create()
def test_get_firm_analytics_worth_and_risk_filter(self):
# /firm/analytics?worth=affluent&risk=0&risk=20&advisor=&client=
url = reverse('firm:analytics') + '?worth=affluent&risk=0&risk=20&advisor=&client='
rep = AuthorisedRepresentativeFactory.create(firm=self.firm)
advisor = AdvisorFactory.create(firm=self.firm)
aclient = ClientFactory.create(advisor=advisor)
aaccount = ClientAccountFactory.create(primary_owner=aclient)
goal = GoalFactory.create(account=aaccount)
self.client.login(username=rep.user.email, password='******')
response = self.client.get(url)
self.assertEqual(response.status_code, status.HTTP_200_OK)
def setUp(self):
self.support_group = GroupFactory(name=GROUP_SUPPORT_STAFF)
self.account = ClientAccountFactory.create()
self.advisor = self.account.primary_owner.advisor
self.firm = self.advisor.firm
self.advisor2 = AdvisorFactory.create(firm=self.firm)
self.betasmartz_client2 = ClientFactory.create(advisor=self.advisor2)
self.account2 = ClientAccountFactory.create(
primary_owner=self.betasmartz_client2)
self.account_group = AccountGroupFactory.create(advisor=self.advisor)
self.account_group2 = AccountGroupFactory.create(advisor=self.advisor2)
self.account.account_group = self.account_group
self.account.save()
self.account2.account_group = self.account_group2
self.account2.save()
self.rep = AuthorisedRepresentativeFactory.create(firm=self.firm)
def setUp(self):
# employed, client over 50 years old
self.betasmartz_client = ClientFactory.create(
employment_status=constants.EMPLOYMENT_STATUS_EMMPLOYED,
date_of_birth=datetime.now().date() - relativedelta(years=60))
self.betasmartz_client.regional_data['tax_transcript_data'] = {
'sections': [{
'name': 'Introduction',
'fields': {
'SPOUSE NAME': 'SPOUSE M LAST',
'SPOUSE SSN': '222-22-2222',
'ADDRESS': '999 AVENUE RD CITY, ST 10.000-90.00-800',
'NAME': 'FIRST M',
'SSN': '111-11-1111',
'FILING STATUS': 'Single'
}
}, {
'name': 'Income',
'fields': {
'TOTAL INCOME': '$0.00'
}
}]
}
self.betasmartz_client.save()
# personal account
self.account = ClientAccountFactory.create(
primary_owner=self.betasmartz_client)
self.plan = RetirementPlanFactory.create(client=self.betasmartz_client)
self.plan_account = RetirementPlanAccountFactory.create(
plan=self.plan, account=self.account)
# 401k
self.account2 = ClientAccountFactory.create(
primary_owner=self.betasmartz_client,
account_type=constants.ACCOUNT_TYPE_401K)
self.plan2 = RetirementPlanFactory.create(
client=self.betasmartz_client,
income=100000,
max_employer_match_percent=.05)
self.plan_account2 = RetirementPlanAccountFactory.create(
plan=self.plan2, account=self.account2)
# roth IRA
self.account5 = ClientAccountFactory.create(
primary_owner=self.betasmartz_client,
account_type=constants.ACCOUNT_TYPE_ROTHIRA)
self.plan5 = RetirementPlanFactory.create(
client=self.betasmartz_client,
income=100000,
max_employer_match_percent=.05)
self.plan_account5 = RetirementPlanAccountFactory.create(
plan=self.plan5, account=self.account5)
# unemployed, client 40 years old
self.unemployed_client = ClientFactory.create(
employment_status=constants.EMPLOYMENT_STATUS_UNEMPLOYED,
date_of_birth=datetime.now().date() - relativedelta(years=40))
self.unemployed_client.regional_data['tax_transcript_data'] = {
'sections': [{
'name': 'Introduction',
'fields': {
'SPOUSE NAME': 'SPOUSE M LAST',
'SPOUSE SSN': '222-22-2222',
'ADDRESS': '999 AVENUE RD CITY, ST 10.000-90.00-800',
'NAME': 'FIRST M',
'SSN': '111-11-1111',
'FILING STATUS': 'Single'
}
}, {
'name': 'Income',
'fields': {
'TOTAL INCOME': '$0.00'
}
}]
}
self.unemployed_client.save()
# personal account
self.account3 = ClientAccountFactory.create(
primary_owner=self.unemployed_client)
self.plan3 = RetirementPlanFactory.create(
client=self.unemployed_client)
self.plan_account3 = RetirementPlanAccountFactory.create(
plan=self.plan3, account=self.account3)
# employed, client over 50 years old, 150k+ income
self.betasmartz_client2 = ClientFactory.create(
employment_status=constants.EMPLOYMENT_STATUS_EMMPLOYED,
date_of_birth=datetime.now().date() - relativedelta(years=60))
self.betasmartz_client2.regional_data['tax_transcript_data'] = {
'sections': [{
'name': 'Introduction',
'fields': {
'SPOUSE NAME': 'SPOUSE M LAST',
'SPOUSE SSN': '222-22-2222',
'ADDRESS': '999 AVENUE RD CITY, ST 10.000-90.00-800',
'NAME': 'FIRST M',
'SSN': '111-11-1111',
'FILING STATUS': 'Single'
}
}, {
'name': 'Income',
'fields': {
'TOTAL INCOME': '$0.00'
}
}]
}
self.betasmartz_client2.save()
# personal account
self.account6 = ClientAccountFactory.create(
primary_owner=self.betasmartz_client2)
self.plan6 = RetirementPlanFactory.create(
client=self.betasmartz_client2, income=150000)
self.plan_account6 = RetirementPlanAccountFactory.create(
plan=self.plan6, account=self.account6)
# 401k
self.account7 = ClientAccountFactory.create(
primary_owner=self.betasmartz_client2,
account_type=constants.ACCOUNT_TYPE_401K)
self.plan7 = RetirementPlanFactory.create(
client=self.betasmartz_client2,
income=150000,
max_employer_match_percent=.05)
self.plan_account7 = RetirementPlanAccountFactory.create(
plan=self.plan7, account=self.account7)
# roth IRA
self.account8 = ClientAccountFactory.create(
primary_owner=self.betasmartz_client2,
account_type=constants.ACCOUNT_TYPE_ROTHIRA)
self.plan8 = RetirementPlanFactory.create(
client=self.betasmartz_client2,
income=150000,
max_employer_match_percent=.05)
self.plan_account8 = RetirementPlanAccountFactory.create(
plan=self.plan8, account=self.account8)
# unemployed, client 40 years old 150k+ income
self.unemployed_client2 = ClientFactory.create(
employment_status=constants.EMPLOYMENT_STATUS_UNEMPLOYED,
date_of_birth=datetime.now().date() - relativedelta(years=40))
self.unemployed_client2.regional_data['tax_transcript_data'] = {
'sections': [{
'name': 'Introduction',
'fields': {
'SPOUSE NAME': 'SPOUSE M LAST',
'SPOUSE SSN': '222-22-2222',
'ADDRESS': '999 AVENUE RD CITY, ST 10.000-90.00-800',
'NAME': 'FIRST M',
'SSN': '111-11-1111',
'FILING STATUS': 'Single'
}
}, {
'name': 'Income',
'fields': {
'TOTAL INCOME': '$0.00'
}
}]
}
self.unemployed_client2.save()
# personal account
self.account9 = ClientAccountFactory.create(
primary_owner=self.unemployed_client2)
self.plan9 = RetirementPlanFactory.create(
client=self.unemployed_client2, income=150000)
self.plan_account9 = RetirementPlanAccountFactory.create(
plan=self.plan9, account=self.account9)