def add_filing(cls, filing): # pylint: disable=too-many-locals,too-many-statements,too-many-branches;
"""Add new filing to COLIN tables.
:param filing: Filing dict.
:returns (int): the filing ID of the new filing.
"""
try:
corp_num = filing.get_corp_num()
# get db connection and start a session, in case we need to roll back
con = DB.connection
con.begin()
cursor = con.cursor()
# create new event record, return event ID
event_id = cls._get_event_id(cursor, corp_num, 'FILE')
# create new filing user
cls._create_filing_user(cursor, event_id, filing)
if filing.filing_type == 'annualReport':
ar_date = filing.body['annualReportDate']
agm_date = filing.body['annualGeneralMeetingDate']
filing_type_cd = 'OTANN'
# create new filing
cls._create_filing(cursor, event_id, corp_num, ar_date,
agm_date, filing_type_cd)
# update corporation record
Business.update_corporation(cursor, corp_num, agm_date)
# update corp_state TO ACT (active) if it is in good standing. From CRUD:
# - the current corp_state != 'ACT' and,
# - they just filed the last outstanding ARs
if filing.business.business['corpState'] != 'ACT':
agm_year = int(ar_date[:4])
last_year = datetime.datetime.now().year - 1
if agm_year >= last_year:
Business.update_corp_state(cursor,
event_id,
corp_num,
state='ACT')
elif filing.filing_type == 'changeOfAddress':
# set date to last ar date + 1
last_ar_date = filing.business.business['lastArDate']
day = int(last_ar_date[-2:]) + 1
try:
date = str(
datetime.datetime.strptime(
last_ar_date[:-2] + ('0' + str(day))[1:],
'%Y-%m-%d'))[:10]
except ValueError:
try:
day = '-01'
month = int(last_ar_date[5:7]) + 1
date = str(
datetime.datetime.strptime(
last_ar_date[:5] + ('0' + str(month))[1:] +
day, '%Y-%m-%d'))[:10]
except ValueError:
mm_dd = '-01-01'
yyyy = int(last_ar_date[:4]) + 1
date = str(
datetime.datetime.strptime(
str(yyyy) + mm_dd, '%Y-%m-%d'))[:10]
# create new filing
filing_type_cd = 'OTADD'
cls._create_filing(cursor, event_id, corp_num, date, None,
filing_type_cd)
# create new addresses for delivery + mailing, return address ids
delivery_addr_id = Address.create_new_address(
cursor, filing.body['deliveryAddress'])
mailing_addr_id = Address.create_new_address(
cursor, filing.body['mailingAddress'])
# update office table to include new addresses
Office.update_office(cursor, event_id, corp_num,
delivery_addr_id, mailing_addr_id, 'RG')
# create new ledger text for address change
cls._add_ledger_text(
cursor, event_id,
f'Change to the Registered Office, effective on {date}')
# update corporation record
Business.update_corporation(cursor, corp_num)
elif filing.filing_type == 'changeOfDirectors':
# create new filing
date = filing.business.business['lastArDate']
filing_type_cd = 'OTCDR'
cls._create_filing(cursor, event_id, corp_num, date, None,
filing_type_cd)
# create, cease, change directors
changed_dirs = []
for director in filing.body['directors']:
if 'appointed' in director['actions']:
Director.create_new_director(
cursor=cursor,
event_id=event_id,
director=director,
business=filing.business.as_dict())
if 'ceased' in director['actions'] and not any(
elem in ['nameChanged', 'addressChanged']
for elem in director['actions']):
Director.end_by_name(cursor=cursor,
director=director,
event_id=event_id,
corp_num=corp_num)
elif 'nameChanged' in director[
'actions'] or 'addressChanged' in director[
'actions']:
if 'appointed' in director['actions']:
current_app.logger.error(
f'Director appointed with name/address change: {director}'
)
changed_dirs.append(director)
# end tmp copy of director with no cessation date (will be recreated with changes and cessation
# date - otherwise end up with two copies of ended director)
tmp = director.copy()
tmp['cessationDate'] = ''
Director.end_by_name(cursor=cursor,
director=tmp,
event_id=event_id,
corp_num=corp_num)
# add back changed directors as new row - if ceased director with changes this will add them with
# cessation date + end event id filled
for director in changed_dirs:
Director.create_new_director(
cursor=cursor,
event_id=event_id,
director=director,
business=filing.business.as_dict())
# create new ledger text for address change
cls._add_ledger_text(cursor=cursor,
event_id=event_id,
text=f'Director change.')
# update corporation record
Business.update_corporation(cursor=cursor, corp_num=corp_num)
else:
raise InvalidFilingTypeException(
filing_type=filing.filing_type)
# success! commit the db changes
con.commit()
return event_id
except Exception as err:
# something went wrong, roll it all back
current_app.logger.error(err.with_traceback(None))
if con:
con.rollback()
raise err
def add_filing(cls, con, filing): # pylint: disable=too-many-locals,too-many-statements,too-many-branches;
"""Add new filing to COLIN tables.
:param con: DB connection
:param filing: Filing dict.
:returns (int): the filing ID of the new filing.
"""
try:
corp_num = filing.get_corp_num()
legal_type = corp_num[:2]
user_id = Filing.USERS[legal_type] if legal_type in (
'CP', 'BC') else None
cursor = con.cursor()
# create new event record, return event ID
event_id = cls._get_event_id(cursor, corp_num, 'FILE')
# create new filing user
cls._create_filing_user(cursor, event_id, filing, user_id)
if filing.filing_type == 'annualReport':
ar_date = filing.body['annualReportDate']
agm_date = filing.body['annualGeneralMeetingDate']
filing_type_cd = 'OTANN'
# create new filing
cls._create_filing(cursor, event_id, corp_num, ar_date,
agm_date, filing_type_cd)
# update corporation record
Business.update_corporation(cursor, corp_num, agm_date, True)
# update corp_state TO ACT (active) if it is in good standing. From CRUD:
# - the current corp_state != 'ACT' and,
# - they just filed the last outstanding ARs
agm_year = int(ar_date[:4])
if filing.business.business['corpState'] != 'ACT':
last_year = datetime.datetime.now().year - 1
if agm_year >= last_year:
Business.update_corp_state(cursor,
event_id,
corp_num,
state='ACT')
# create new ledger text for annual report
text = agm_date if agm_date else f'NO AGM HELD IN {agm_year}'
cls._add_ledger_text(cursor=cursor,
event_id=event_id,
text=f'ANNUAL REPORT - {text}',
user_id=user_id)
elif filing.filing_type == 'changeOfAddress':
# set date to last ar date + 1 -- Bob wants this to be set to null
# last_ar_date = filing.business.business['lastArDate']
# day = int(last_ar_date[-2:]) + 1
# try:
# date = str(datetime.datetime.strptime(last_ar_date[:-2] + ('0' + str(day))[1:], '%Y-%m-%d'))[:10]
# except ValueError:
# try:
# day = '-01'
# month = int(last_ar_date[5:7]) + 1
# date = str(datetime.datetime.strptime(last_ar_date[:5] + ('0' + str(month))[1:] + day,
# '%Y-%m-%d')
# )[:10]
# except ValueError:
# mm_dd = '-01-01'
# yyyy = int(last_ar_date[:4]) + 1
# date = str(datetime.datetime.strptime(str(yyyy) + mm_dd, '%Y-%m-%d'))[:10]
date = None
# create new filing
filing_type_cd = 'OTADD'
cls._create_filing(cursor, event_id, corp_num, date, None,
filing_type_cd)
# create new addresses for delivery + mailing, return address ids
cls._add_office_from_filing(cursor, event_id, corp_num,
user_id, filing)
# update corporation record
Business.update_corporation(cursor, corp_num)
elif filing.filing_type == 'changeOfDirectors':
# create new filing
# bob wants this to be null
# date = filing.business.business['lastArDate']
date = None
filing_type_cd = 'OTCDR'
cls._create_filing(cursor, event_id, corp_num, date, None,
filing_type_cd)
# create, cease, change directors
changed_dirs = []
for director in filing.body['directors']:
if 'appointed' in director['actions']:
Director.create_new_director(
cursor=cursor,
event_id=event_id,
director=director,
business=filing.business.as_dict())
if 'ceased' in director['actions'] and not any(
elem in ['nameChanged', 'addressChanged']
for elem in director['actions']):
Director.end_by_name(cursor=cursor,
director=director,
event_id=event_id,
corp_num=corp_num)
elif 'nameChanged' in director[
'actions'] or 'addressChanged' in director[
'actions']:
if 'appointed' in director['actions']:
current_app.logger.error(
f'Director appointed with name/address change: {director}'
)
changed_dirs.append(director)
# end tmp copy of director with no cessation date (will be recreated with changes and cessation
# date - otherwise end up with two copies of ended director)
tmp = director.copy()
tmp['cessationDate'] = ''
Director.end_by_name(cursor=cursor,
director=tmp,
event_id=event_id,
corp_num=corp_num)
# add back changed directors as new row - if ceased director with changes this will add them with
# cessation date + end event id filled
for director in changed_dirs:
Director.create_new_director(
cursor=cursor,
event_id=event_id,
director=director,
business=filing.business.as_dict())
# create new ledger text for address change
cls._add_ledger_text(cursor=cursor,
event_id=event_id,
text=f'Director change.',
user_id=user_id)
# update corporation record
Business.update_corporation(cursor=cursor, corp_num=corp_num)
elif filing.filing_type == 'incorporationApplication':
# Add business, update business info
# Add offices
date = None
filing_type_cd = 'OTINC'
cls._create_filing(cursor, event_id, corp_num, date, None,
filing_type_cd)
# Do incorporation here
Business.create_corp_name(cursor, corp_num, 'test name',
event_id)
Business.create_corp_state(cursor, corp_num, event_id)
cls._add_office_from_filing(cursor, event_id, corp_num,
user_id, filing)
else:
raise InvalidFilingTypeException(
filing_type=filing.filing_type)
return event_id
except Exception as err:
# something went wrong, roll it all back
current_app.logger.error(err.with_traceback(None))
raise err