class Policy(db.Model):
__tablename__ = 'policies'
__table_args__ = {}
#column definitions
id = db.Column(u'id', db.INTEGER(), primary_key=True, nullable=False)
policy_number = db.Column(u'policy_number',
db.VARCHAR(length=128),
nullable=False)
effective_date = db.Column(u'effective_date', db.DATE(), nullable=False)
status = db.Column(u'status',
db.Enum(u'Active', u'Canceled', u'Expired'),
default=u'Active',
nullable=False)
billing_schedule = db.Column(u'billing_schedule',
db.Enum(u'Annual', u'Two-Pay', u'Quarterly',
u'Monthly'),
default=u'Annual',
nullable=False)
annual_premium = db.Column(u'annual_premium', db.INTEGER(), nullable=False)
named_insured = db.Column(u'named_insured', db.INTEGER(),
db.ForeignKey('contacts.id'))
agent = db.Column(u'agent', db.INTEGER(), db.ForeignKey('contacts.id'))
policy_cancelation_description = db.Column(
u'policy_cancelation_description', db.TEXT())
cancelation_date = db.Column(u'cancelation_date', db.DATE())
def __init__(self, policy_number, effective_date, annual_premium):
self.policy_number = policy_number
self.effective_date = effective_date
self.annual_premium = annual_premium
invoices = db.relation('Invoice',
primaryjoin="Invoice.policy_id==Policy.id")
class Payment(db.Model):
__tablename__ = 'payments'
__table_args__ = {}
#column definitions
id = db.Column(u'id', db.INTEGER(), primary_key=True, nullable=False)
policy_id = db.Column(u'policy_id',
db.INTEGER(),
db.ForeignKey('policies.id'),
nullable=False)
contact_id = db.Column(u'contact_id',
db.INTEGER(),
db.ForeignKey('contacts.id'),
nullable=False)
amount_paid = db.Column(u'amount_paid', db.INTEGER(), nullable=False)
transaction_date = db.Column(u'transaction_date',
db.DATE(),
nullable=False)
def __init__(self, policy_id, contact_id, amount_paid, transaction_date):
self.policy_id = policy_id
self.contact_id = contact_id
self.amount_paid = amount_paid
self.transaction_date = transaction_date
class PolicyCancellation(db.Model):
__tablename__ = 'policy_cancellations'
__table_args__ = {}
# column definitions
policy_id = db.Column(u'policy_id',
db.ForeignKey('policies.id'),
primary_key=True)
# Why was this policy cancelled
reason = db.Column(u'reason',
db.Enum(u'Nonpayment', u'Underwriting', u'Client'),
nullable=False)
date = db.Column(u'date', db.DATE(), nullable=False)
notes = db.Column(u'notes',
db.VARCHAR(length=256),
nullable=False,
default='')
def __init__(self, policy_id, reason, date, notes=None):
self.policy_id = policy_id
self.reason = reason
self.date = date
if notes is not None:
self.notes = notes
class Contact(db.Model):
__tablename__ = 'contacts'
__table_args__ = {}
#column definitions
id = db.Column(u'id', db.INTEGER(), primary_key=True, nullable=False)
name = db.Column(u'name', db.VARCHAR(length=128), nullable=False)
role = db.Column(u'role', db.Enum(u'Named Insured', u'Agent'), nullable=False)
def __init__(self, name, role):
self.name = name
self.role = role
class Policy(db.Model):
__tablename__ = 'policies'
__table_args__ = {}
# column definitions
id = db.Column(u'id', db.INTEGER(), primary_key=True, nullable=False)
policy_number = db.Column(u'policy_number',
db.VARCHAR(length=128),
nullable=False)
effective_date = db.Column(u'effective_date', db.DATE(), nullable=False)
status = db.Column(u'status',
db.Enum(u'Active', u'Canceled', u'Expired'),
default=u'Active',
nullable=False)
billing_schedule = db.Column(u'billing_schedule',
db.Enum(u'Annual', u'Two-Pay', u'Quarterly',
u'Monthly'),
default=u'Annual',
nullable=False)
annual_premium = db.Column(u'annual_premium', db.INTEGER(), nullable=False)
named_insured = db.Column(u'named_insured', db.INTEGER(),
db.ForeignKey('contacts.id'))
agent = db.Column(u'agent', db.INTEGER(), db.ForeignKey('contacts.id'))
cancel_description = db.Column(u'cancel_description',
db.VARCHAR(length=128),
nullable=True)
cancel_date = db.Column(u'cancel_date', db.DATE(), nullable=True)
def __init__(self, policy_number, effective_date, annual_premium):
self.policy_number = policy_number
self.effective_date = effective_date
self.annual_premium = annual_premium
invoices = db.relation('Invoice',
primaryjoin="Invoice.policy_id==Policy.id")
@property
def invoices_dict(self):
invoices = Invoice.query.filter_by(policy_id=self.id) \
.order_by(Invoice.bill_date) \
.all()
invoices_dict = [
dict(amount_due=invoice.amount_due,
bill_date=str(invoice.bill_date),
due_date=str(invoice.due_date)) for invoice in invoices
]
print(invoices_dict)
return invoices_dict
class Contact(db.Model):
__tablename__ = "contacts"
__table_args__ = {}
# column definitions
id = db.Column(u"id", db.INTEGER(), primary_key=True, nullable=False)
name = db.Column(u"name", db.VARCHAR(length=128), nullable=False)
role = db.Column(u"role",
db.Enum(u"Named Insured", u"Agent"),
nullable=False)
def __init__(self, name, role):
self.name = name
self.role = role
class Cancelled_Policy(db.Model):
__tablename__ = 'cancelled_policies'
__table_args__ = {}
id = db.Column(u'id', db.INTEGER(), primary_key=True, nullable=False)
policy_id = db.Column(u'policy_id', db.INTEGER(), db.ForeignKey('policies.id'), nullable=False)
policy_number = db.Column(u'policy_number', db.VARCHAR(length=128), nullable=False)
cancellation_date = db.Column(u'cancellation_date', db.DATE(), nullable=False)
cancellation_reason = db.Column(u'cancellation_reason', db.VARCHAR(length=128), default=u'No payment received', nullable=False)
def __init__(self, policy_id, policy_number, cancellation_date, cancellation_reason):
self.policy_id = policy_id
self.policy_number = policy_number
self.cancellation_date = cancellation_date
self.cancellation_reason = cancellation_reason
class Invoice(db.Model):
__tablename__ = 'invoices'
__table_args__ = {}
#column definitions
id = db.Column(u'id', db.INTEGER(), primary_key=True, nullable=False)
policy_id = db.Column(u'policy_id',
db.INTEGER(),
db.ForeignKey('policies.id'),
nullable=False)
bill_date = db.Column(u'bill_date', db.DATE(), nullable=False)
due_date = db.Column(u'due_date', db.DATE(), nullable=False)
cancel_date = db.Column(u'cancel_date', db.DATE(), nullable=False)
amount_due = db.Column(u'amount_due', db.INTEGER(), nullable=False)
deleted = db.Column(u'deleted',
db.Boolean,
default=False,
server_default='0',
nullable=False)
def __init__(self, policy_id, bill_date, due_date, cancel_date,
amount_due):
self.policy_id = policy_id
self.bill_date = bill_date
self.due_date = due_date
self.cancel_date = cancel_date
self.amount_due = amount_due
class Invoice(db.Model):
__tablename__ = "invoices"
__table_args__ = {}
# column definitions
id = db.Column(u"id", db.INTEGER(), primary_key=True, nullable=False)
policy_id = db.Column(u"policy_id",
db.INTEGER(),
db.ForeignKey("policies.id"),
nullable=False)
bill_date = db.Column(u"bill_date", db.DATE(), nullable=False)
due_date = db.Column(u"due_date", db.DATE(), nullable=False)
cancel_date = db.Column(u"cancel_date", db.DATE(), nullable=False)
amount_due = db.Column(u"amount_due", db.INTEGER(), nullable=False)
deleted = db.Column(u"deleted",
db.Boolean,
default=False,
server_default="0",
nullable=False)
def __init__(self, policy_id, bill_date, due_date, cancel_date,
amount_due):
self.policy_id = policy_id
self.bill_date = bill_date
self.due_date = due_date
self.cancel_date = cancel_date
self.amount_due = amount_due
class Policy(db.Model, Serializable):
__tablename__ = 'policies'
__table_args__ = {}
serializable_cols = {
'id', 'policy_number', 'effective_date', 'status', 'billing_schedule',
'annual_premium', 'named_insured', 'agent'
}
#column definitions
id = db.Column(u'id', db.INTEGER(), primary_key=True, nullable=False)
policy_number = db.Column(u'policy_number',
db.VARCHAR(length=128),
nullable=False)
effective_date = db.Column(u'effective_date', db.DATE(), nullable=False)
status = db.Column(u'status',
db.Enum(u'Active', u'Canceled', u'Expired'),
default=u'Active',
nullable=False)
billing_schedule = db.Column(u'billing_schedule',
db.Enum(u'Annual', u'Two-Pay', u'Quarterly',
u'Monthly'),
default=u'Annual',
nullable=False)
annual_premium = db.Column(u'annual_premium', db.INTEGER(), nullable=False)
named_insured = db.Column(u'named_insured', db.INTEGER(),
db.ForeignKey('contacts.id'))
agent = db.Column(u'agent', db.INTEGER(), db.ForeignKey('contacts.id'))
def __init__(self, policy_number, effective_date, annual_premium):
self.policy_number = policy_number
self.effective_date = effective_date
self.annual_premium = annual_premium
@property
def cancelled(self):
return self.cancellation is not None
invoices = db.relation('Invoice',
primaryjoin="Invoice.policy_id==Policy.id")
cancellation = db.relation('PolicyCancellation',
backref="policy",
uselist=False)
agent_relation = db.relation('Contact',
primaryjoin="Contact.id == Policy.agent",
uselist=False)
named_insured_relation = db.relation(
'Contact',
primaryjoin="Contact.id == Policy.named_insured",
uselist=False)
class CancelPolicy(db.Model):
__tablename__ = "canceled"
__table_args__ = {}
# column definitions
id = db.Column(u'id', db.INTEGER(), primary_key=True, nullable=False)
policy_id = db.Column(u'policy_id',
db.INTEGER(),
db.ForeignKey('policies.id'),
nullable=False)
cancel_reason = db.Column(u' cancel_reason',
db.String(150),
nullable=False)
canceled_by = db.Column(u'cancel_by', db.String(50), nullable=False)
cancel_date = db.Column(u'cancel_date', db.DATE(), nullable=False)
def __init__(self, policy_id, cancel_reason, canceled_by, cancel_date):
self.policy_id = policy_id
self.cancel_reason = cancel_reason
self.canceled_by = canceled_by
self.cancel_date = cancel_date
class Policy(db.Model):
__tablename__ = "policies"
__table_args__ = {}
# column definitions
id = db.Column(u"id", db.INTEGER(), primary_key=True, nullable=False)
policy_number = db.Column(u"policy_number",
db.VARCHAR(length=128),
nullable=False)
effective_date = db.Column(u"effective_date", db.DATE(), nullable=False)
status = db.Column(
u"status",
db.Enum(u"Active", u"Canceled", u"Expired"),
default=u"Active",
nullable=False,
)
status_change_description = db.Column(u"status_change_description",
db.VARCHAR(length=128))
status_change_date = db.Column(u"status_change_date", db.DATE())
billing_schedule = db.Column(
u"billing_schedule",
db.Enum(u"Annual", u"Two-Pay", u"Quarterly", u"Monthly"),
default=u"Annual",
nullable=False,
)
annual_premium = db.Column(u"annual_premium", db.INTEGER(), nullable=False)
named_insured = db.Column(u"named_insured", db.INTEGER(),
db.ForeignKey("contacts.id"))
agent = db.Column(u"agent", db.INTEGER(), db.ForeignKey("contacts.id"))
def __init__(self, policy_number, effective_date, annual_premium):
self.policy_number = policy_number
self.effective_date = effective_date
self.annual_premium = annual_premium
invoices = db.relation("Invoice",
primaryjoin="Invoice.policy_id==Policy.id")
class Policy(db.Model):
__tablename__ = 'policies'
__table_args__ = {}
#column definitions
id = db.Column(u'id', db.INTEGER(), primary_key=True, nullable=False)
policy_number = db.Column(u'policy_number', db.VARCHAR(length=128), nullable=False)
effective_date = db.Column(u'effective_date', db.DATE(), nullable=False)
status = db.Column(u'status', db.Enum(u'Active', u'Canceled', u'Expired'), default=u'Active', nullable=False)
billing_schedule = db.Column(u'billing_schedule', db.Enum(u'Annual', u'Two-Pay', u'Quarterly', u'Monthly'), default=u'Annual', nullable=False)
annual_premium = db.Column(u'annual_premium', db.INTEGER(), nullable=False)
named_insured = db.Column(u'named_insured', db.INTEGER(), db.ForeignKey('contacts.id'), nullable=False)
agent = db.Column(u'agent', db.INTEGER(), db.ForeignKey('contacts.id'))
cancel_date = db.Column(u'cancel_date', db.DATE())
cancel_desc = db.Column(u'cancel_desc', db.VARCHAR(length=128))
def __init__(self, policy_number, effective_date, annual_premium):
self.policy_number = policy_number
self.effective_date = effective_date
self.annual_premium = annual_premium
def serialize(self):
return {
'id': self.id,
'policy_number': self.policy_number,
'effective_date': str(self.effective_date),
'status': self.status,
'cancel_date': str(self.cancel_date),
'cancel_desc': self.cancel_desc,
'billing_schedule': self.billing_schedule,
'annual_premium': self.annual_premium,
'named_insured': self.named_insured,
'agent': self.agent,
'invoices': [i.serialize() for i in self.invoices if not i.deleted]
}
invoices = db.relation('Invoice', primaryjoin="Invoice.policy_id==Policy.id")
class Cancelation(db.Model):
__tablename__ = 'cancelations'
__table_args__ = {}
id = db.Column(u'id', db.INTEGER(), primary_key=True, nullable=False)
policy_id = db.Column(u'policy_id',
db.INTEGER(),
db.ForeignKey('policies.id'),
nullable=False)
description = db.Column(u'description',
db.TEXT(),
default='',
nullable=False)
cancelation_date = db.Column(u'cancelation_date',
db.DATE(),
nullable=False)
def __init__(self, policy_id, description, cancelation_date=None):
if not cancelation_date:
cancelation_date = datetime.datetime.now().date()
self.cancelation_date = cancelation_date
self.policy_id = policy_id
self.description = description
class Invoice(db.Model):
__tablename__ = 'invoices'
__table_args__ = {}
#column definitions
id = db.Column(u'id', db.INTEGER(), primary_key=True, nullable=False)
policy_id = db.Column(u'policy_id',
db.INTEGER(),
db.ForeignKey('policies.id'),
nullable=False)
bill_date = db.Column(u'bill_date', db.DATE(), nullable=False)
due_date = db.Column(u'due_date', db.DATE(), nullable=False)
cancel_date = db.Column(u'cancel_date', db.DATE(), nullable=False)
amount_due = db.Column(u'amount_due', db.INTEGER(), nullable=False)
deleted = db.Column(u'deleted',
db.Boolean,
default=False,
server_default='0',
nullable=False)
def __init__(self, policy_id, bill_date, due_date, cancel_date,
amount_due):
self.policy_id = policy_id
self.bill_date = bill_date
self.due_date = due_date
self.cancel_date = cancel_date
self.amount_due = amount_due
def delete(self):
self.deleted = True
db.session.add(self)
db.session.commit()
@property
def serialize(self):
return {
'id': self.id,
'bill_date': str(self.bill_date),
'due_date': str(self.due_date),
'amount_due': self.amount_due
}