def using_add_fee_dialog(self):
clientdashboardpage = ClientDashboardPage(self.config)
clientdashboardpage.client_actions_menu() \
.hover_over_client_actions() \
.add_fee()
self.dialog = Fee._AddFeeDialog(clientdashboardpage, self)
return self.dialog
def using_upload_document_dialog(self):
ClientDashboardPage(self.config)\
.client_actions_menu()\
.hover_over_client_actions()\
.click_upload_document()
return UploadDocument._UploadDocumentDialog(
ClientDashboardPage(self.config), self)
def using_source_mortgage_dialog(self):
ClientDashboardPage(self.config) \
.client_actions_menu() \
.hover_over_client_actions() \
.add_source_mortgage()
self.dialog = SourceMortgage._SourceMortgageDialog(
ClientDashboardPage(self.config), self)
return self.dialog
def select_category(self, category):
client_dashboard_page = ClientDashboardPage(self.config)
categorieslist = client_dashboard_page.hover_over_generate(
).get_categories_list()
client_dashboard_page\
.hover_over_generate()\
.click_category(get_web_element_from_list_by_text(categorieslist, category))
return self.journey
def using_add_plan_wizard(self):
ClientDashboardPage(self.config).level3_menu().click_plans()
ClientListPlansPage(self.config).client_actions_menu()\
.hover_over_client_actions()\
.add_plan()
self.wizard = AddInvestmentPlan._PlanWizard(self)
return self.wizard
def navigate_to_manage_users(self):
ClientDashboardPage(self.config).level1_menu(
).hover_over_navigation_menu().click_administration()
AdministrationPage(self.config).level2_menu().click_manage_users()
assert UsersSearchPage(self.config).is_title_matches(
), "Title does not match the Users page"
return self
def using_add_plan_wizard(self):
ClientDashboardPage(self.config) \
.client_actions_menu() \
.hover_over_client_actions() \
.add_plan()
self.plan_wizard = AddRetirementPlan._PlanWizard(self)
return self.plan_wizard
def using_get_new_illustration_window(self):
ClientDashboardPage(self.config) \
.client_actions_menu() \
.hover_over_client_actions() \
.click_get_illustration()
utils.switch_to_window_by_name(self, "legacyPopup")
return self
def using_add_relationship_wizard(self):
ClientDashboardPage(self.config)\
.client_actions_menu() \
.hover_over_client_actions() \
.add_relationship()
self.wizard = AddRelationship._RelationshipWizard(self)
return self.wizard
def using_add_scheme_wizard(self):
ClientDashboardPage(self.config) \
.client_actions_menu() \
.hover_over_client_actions() \
.add_scheme()
self.wizard = CompleteSchemes._AddSchemeWizard(self)
return self.wizard
def search_for_client(self):
ClientDashboardPage(self.config).click_clients_tab()
ClientSearch(self.config)\
.select_search_option(utils.get_common_data(self.config)["test_data"]["client_search_data"]["full_search"])\
.click_clear_button() \
.fill_in_firstname(self.firstname) \
.fill_in_lastname(self.lastname)
Search(self.config).search_and_open_first_link()
return self
def navigate_to_needs_questions(self):
ClientDashboardPage(self.config).level1_menu(
).hover_over_navigation_menu().click_administration()
AdministrationPage(self.config).level2_menu().click_organisation()
BaseOrganisationPage(self.config).level3_menu().click_factfind()
BaseOrganisationFactFindPage(
self.config).level4_menu().click_needs_questions()
assert NeedsQuestionsPage(self.config).is_title_matches(
), "Title does not match the Needs Questions page"
self.needs_questions_journey = SetupNeedsAndPrioritiesQuestions._NeedsQuestionsJourney(
self)
return self.needs_questions_journey
def using_add_plan_wizard(self):
ClientDashboardPage(self.config).client_actions_menu(
).hover_over_client_actions().add_plan()
self.wizard = AddProtectionPlan._PlanWizard(self)
return self.wizard
def navigate_to_personal_tab(self):
ClientDashboardPage(self.config).level3_menu().click_details()
BaseDetailsPage(self.config).details_navigation_menu().click_personal_tab()
return self
def navigate_to_mi_report(self):
ClientDashboardPage(self.config).level1_menu().hover_over_navigation_menu().click_mi_reports()
return self
def verify_second_life_name(self):
assert ClientDashboardPage(self.config).get_client_bar_info() == self.config.second_life_firstname + " " + \
self.config.second_life_lastname, "Second life name not matching"
return self
def navigate_to_portfolio_report_page(self):
ClientDashboardPage(self.config).level3_menu().click_reports()
BaseReportsPage(self.config).click_run_protfolio_report()
return self
def navigate_to_plans_tab(self):
ClientDashboardPage(self.config).level3_menu().click_plans()
return self
def navigate_to_opportunity_page(self):
ClientDashboardPage(self.config).level3_menu().click_opportunities()
return self
def open_document_queue(self):
ClientDashboardPage(self.config).level3_menu().click_documents()
BaseDocumentsPage(self.config).click_document_queue()
return self
def verify_client_created(self):
assert ClientDashboardPage(
self.config).get_client_bar_info() == \
self.firstname + " " + self.lastname, "Client not successfully created"
return self
def using_document_generation_dialog(self):
return GenerateDocument._GenerateTemplateDialog(
ClientDashboardPage(self.config), self)
def click_export_client_data(self):
ClientDashboardPage(self.config).client_actions_menu(
).hover_over_client_actions().export_client_data()
return self
def navigate_to_factfind(self):
ClientDashboardPage(self.config).level3_menu().click_factfind()
return self
def navigate_to_quotes_apps_tab(self):
ClientDashboardPage(self.config).level3_menu().click_quotes_apps()
return self
def navigate_to_quotes_and_apps(self):
ClientDashboardPage(self.config).level3_menu().click_quotes_apps()
QuotesAppsPage(self.config).click_quotes_apps()
return GetClientQuote._QuotesAndApps(self)
def verify_first_life_name(self):
assert ClientDashboardPage(self.config).get_client_bar_info() == \
self.wizard.firstname + ' ' + self.wizard.lastname, "First life name not matching"
return self
def navigate_to_quotes_and_illustrations(self):
ClientDashboardPage(self.config).level3_menu().click_quotes_apps()
QuotesAppsPage(self.config).click_quotes_illustrations()
return self
def navigate_to_service_case_page(self):
ClientDashboardPage(self.config).level3_menu().click_service_case()
return self
def assert_lead_converted_to_client_exists(self):
lead = get_temp_data(self.config, "lead")
clientdashboard = ClientDashboardPage(self.config)
assert clientdashboard.is_title_matches(), "Title does not match the client dashboard"
assert clientdashboard.get_client_bar_info() == lead["person"]["firstName"] + ' ' + lead["person"]["lastName"]