def add_renewal_health_policy():
if not session.get('logged_in'):
return json.dumps({'result': False, 'msg': 'Login required.'})
result = {}
result['result'] = False
result['msg'] = 'Something went wrong.'
policy_id = ObjectId(request.form.get('policy_id'))
remark = request.form.get('remark')
policy = models.Policy_health(policy_id)
expiry_date = request.form.get('expiry_date')
policy_owner = policy.policy_owner
policy_number = request.form.get('policy_number')
policy_type = request.form.get('policy_type')
company = request.form.get('company')
idv = request.form.get('idv')
ncb = request.form.get('ncb')
premium = request.form.get('premium')
own_business = True if 'own_business' in request.form else False
insert_new_policy = models.Person(policy.person_id).add_health_policy(
expiry_date, policy_owner, policy_number, policy_type, company, idv,
ncb, premium, own_business)
if insert_new_policy['result']:
result['result'] = True
result['new_id'] = insert_new_policy['new_id']
# add new policy id & policy status in old policy data
db.health_policy_collection.update_one(
{'_id': policy._id}, {'$set': {
'renewal_id': result['new_id']
}})
# add followup
remark = 'Policy renewed!\n' + str.strip(remark)
models.Policy_health(policy_id).post_policy_followup(remark, 'renewed')
return dumps(result)
def update_health_policy():
if not session.get('logged_in'):
return json.dumps({'result': False, 'msg': 'Login required.'})
policy_id = ObjectId(request.form.get('policy_id'))
policy = models.Policy_health(policy_id)
expiry_date = request.form.get('expiry_date')
policy_owner = request.form.get('policy_owner')
policy_number = request.form.get('policy_number')
policy_type = request.form.get('policy_type')
company = request.form.get('company')
idv = request.form.get('idv')
ncb = request.form.get('ncb')
premium = request.form.get('premium')
claim_status = request.form.get('claim_status')
own_business = True if 'own_business' in request.form else False
result = policy.update_health_policy(expiry_date,
policy_owner,
policy_number,
policy_type,
company,
idv,
ncb,
premium,
own_business,
claim_status=claim_status)
return dumps(result)
def get_health_renewal_list():
if not session.get('logged_in'):
return json.dumps({'result': False, 'msg': 'Login required.'})
result = {'result': False}
month = request.form.get('month')
year = request.form.get('year')
result['data'] = models.Policy_health().get_renewal_list(month, year)
result['result'] = True
print(result)
return dumps(result)
def view_health_policy_api(policy_id):
if not session.get('logged_in'):
return json.dumps({'result': False, 'msg': 'Login required.'})
result = {'result': False}
policy_id = ObjectId(policy_id)
policy = models.Policy_health(policy_id)
if policy.db_data != None:
result['result'] = True
result['data'] = policy.db_data
return dumps(result)
def admin_index_page():
if 'logged_in' in session:
if session['logged_in'] == True:
user_id = ObjectId(session['user']['_id'])
if session['user']['type'] == 'admin':
today = datetime.today()
day = today.day
month = today.month
year = today.year
motor_renewal_list = models.Policy_motor().get_renewal_list(
month, year)
policy_list_expiry_today = []
for policy in motor_renewal_list:
if policy['day'] == day:
policy['type'] = 'motor'
policy_list_expiry_today.append(policy)
motor_renewal_count = {
'total': 0,
'not_touch': 0,
'followup': 0,
'won': 0,
'lost': 0
}
for policy in motor_renewal_list:
motor_renewal_count['total'] += 1
if 'policy_status' in policy:
motor_renewal_count[policy['policy_status']] += 1
else:
motor_renewal_count['not_touch'] += 1
health_renewal_list = models.Policy_health().get_renewal_list(
month, year)
for policy in health_renewal_list:
if policy['day'] == day:
policy['type'] = 'health'
policy_list_expiry_today.append(policy)
health_renewal_count = {
'total': 0,
'not_touch': 0,
'followup': 0,
'won': 0,
'lost': 0
}
for policy in health_renewal_list:
health_renewal_count['total'] += 1
if 'policy_status' in policy:
health_renewal_count[policy['policy_status']] += 1
else:
health_renewal_count['not_touch'] += 1
return render_template(
'admin/index.html',
motor_renewal_count=motor_renewal_count,
health_renewal_count=health_renewal_count,
policy_list_expiry_today=policy_list_expiry_today)
return render_template('login.html')
def api_update_claim_status():
result = {'result': False, 'msg': 'Something went wrong.'}
policy_type = request.form.get('policy_type')
_id = ObjectId(request.form.get('_id'))
claim_status = request.form.get('claim_status')
if policy_type == 'motor':
result = models.Policy_motor(_id).update_motor_policy(
claim_status=claim_status)
elif policy_type == 'health':
result = models.Policy_health(_id).update_health_policy(
claim_status=claim_status)
return dumps(result)
def post_policy_followup():
if not session.get('logged_in'):
return json.dumps({'result': False, 'msg': 'Login required.'})
policy_id = ObjectId(request.form.get('policy_id'))
remark = request.form.get('remark')
type = request.form.get('type')
if str.strip(remark) == '':
return dumps({'result': False, 'msg': 'Remark cannot be empty.'})
policy = None
if type == 'motor':
policy = models.Policy_motor(policy_id)
elif type == 'health':
policy = models.Policy_health(policy_id)
return dumps(policy.post_policy_followup(remark))
def get_followup_list_api():
if not session.get('logged_in'):
return json.dumps({'result': False, 'msg': 'Login required.'})
result = {}
result['result'] = False
result['msg'] = 'Something went wrong.'
policy_id = ObjectId(request.form.get('policy_id'))
type = request.form.get('type')
policy = None
if type == 'motor':
policy = models.Policy_motor(policy_id)
elif type == 'health':
policy = models.Policy_health(policy_id)
result['followup_list'] = []
for followup in policy.get_followup_list():
result['followup_list'].append(followup)
result['result'] = True
return dumps(result)
def view_health_renewal(_id):
if not session.get('logged_in'):
return json.dumps({'result': False, 'msg': 'Login required.'})
result = {}
result['result'] = False
policy = models.Policy_health(ObjectId(_id))
if policy.person == None:
result['msg'] = 'Person ID not found.'
return result
data = {}
data['policy'] = policy.db_data
data['person'] = policy.person.db_data
data['renewal_policy'] = policy.renewal_policy.db_data
data['old_policy'] = policy.old_policy
data['followup_list'] = policy.get_followup_list()
result['data'] = data
result['result'] = True
return dumps(result)
def delete_health_policy_api():
if not session.get('logged_in'):
return json.dumps({'result': False, 'msg': 'Login required.'})
policy_id = ObjectId(request.form['policy_id'])
return dumps(models.Policy_health(policy_id).delete_policy())