def calculated_rating(issuer_type_id, rating_decision_obj):
"""Calculate the rating based on scores using pycreditrating."""
internal_score_obj = InternalScoreData.objects.filter(
rating_decision=rating_decision_obj
).all()
return PCRRating(generate_rating_dict(
int(issuer_type_id),
internal_score_obj,
'decided'),)
def update_long_term_rating(sender, instance, **kwargs):
"""Update the long term rating when a subscore is updated."""
rating_decision_obj = instance.rating_decision
issuer_type_id = rating_decision_obj.issuer.issuer_type.id
internal_score_obj = InternalScoreData.objects.filter(
rating_decision=rating_decision_obj).all()
try:
# Return indicative ratings based on score input
proposed_rating = PCRRating(
generate_rating_dict(issuer_type_id, internal_score_obj,
'proposed'))
rating_decision_obj.proposed_lt = RATING_LONG_TERM[
proposed_rating.issuer_assessment.upper()]
# Return decided ratings based on score input
decided_rating = PCRRating(
generate_rating_dict(issuer_type_id, internal_score_obj,
'decided'))
rating_decision_obj.decided_lt = RATING_LONG_TERM[
decided_rating.issuer_assessment.upper()]
rating_decision_obj.primary_analyst = \
instance.rating_decision.issuer.analyst.primary_analyst
rating_decision_obj.secondary_analyst = \
instance.rating_decision.issuer.analyst.secondary_analyst
rating_decision_obj.save()
except: # noqa E722
pass
except Exception as err:
traceback.print_tb(err.__traceback__)
# Set assessment per assessment job
for a in AssessmentJob.objects.all():
internal_score_obj = AssessmentSubscoreData.objects.filter(
assessment_id=a.id).all()
# Issuer type id is used to create the rating below
issuer_type_id = a.issuer.issuer_type.id
try:
# Return indicative ratings based on score input
rating_dict = generate_rating_dict(issuer_type_id,
internal_score_obj,
'decided',
version=2)
proposed_rating = PCRRating(rating_dict)
c_assessment = RATING_LONG_TERM[proposed_rating.issuer_rating.upper()]
except Exception as e:
print('{} due to {}'.format(a, e))
from pprint import pprint
pprint(rating_dict)
c_assessment = None
try:
def view_subscore_list(request, issuer_type_pk):
"""View a list of issuers, their latest rating decision and
respective subscores."""
output_list = []
issuers = Issuer.objects.filter(
rating_decision_issuer__is_current=True,
issuer_type_id=issuer_type_pk
).order_by(
'gics_sub_industry__industry__industry_group__sector',
'address__country').select_related(
'gics_sub_industry__industry__industry_group__sector').\
select_related('issuer_type').\
select_related('address__country')
for i in issuers:
issuer_data = {}
issuer_data['current_rating'] = {}
issuer_data['issuer'] = i
# Current rating decision
rating_decision_obj = RatingDecision.objects.select_related(
'rating_type').\
get(
is_current=True,
issuer=i, )
issuer_data['current_rating']['data'] = rating_decision_obj
# Get all subscores
score_data = InternalScoreData.objects.filter(
rating_decision__is_current=1,
rating_decision__issuer=i).select_related(
'subfactor')
# All scores
issuer_data['current_rating']['score_data'] = {}
for x in score_data:
issuer_data['current_rating']['score_data'][
x.subfactor.name] = {
'score_display':
x.get_decided_score_display(),
'score_value':
x.decided_score,
'weight':
x.weight,
'adjustment_value':
x.decided_notch_adjustment, }
# Calculated rating
decided_calculated_rating = PCRRating(
generate_rating_dict(
i.issuer_type.description,
score_data,
'decided'))
issuer_data['current_rating'][
'calculated_rating'] = decided_calculated_rating
output_list.append(issuer_data)
context = {
'issuer_list': output_list,
'issuer_type': issuer_type_pk,
}
return render(
request,
'sector/index.html',
context
)
def generate_rating_job_data(issuer_obj,
gui_controls,
current_rating_obj,
auth,
request,
rating_decision_id=None):
"""
Returns data for a specific rating job if rating_decision_id
is specified, else takes last one
:return: Dict content for rating_job
"""
try:
# Show an existing rating decision
if rating_decision_id:
rating_decision_obj = RatingDecision.objects. \
select_related('rating_type').select_related('chair'). \
get(pk=rating_decision_id)
else:
rating_decision_obj = RatingDecision.objects.filter(
issuer=issuer_obj,
date_time_deleted__isnull=True,
date_time_published__isnull=True).select_related(
'rating_type').select_related('chair')[0]
# We need to be able to amend the error list with some custom errors
error_messages = list(rating_decision_obj.error_messages)
no_committee_members = JobMember.objects.confirmed_members().filter(
rating_decision=rating_decision_obj).count()
if no_committee_members < 2:
error_messages.append('Add more voting members, or make '
'sure they confirm their attendance.')
# Gui controls
gui_controls['progress_bar'] = {}
gui_controls['progress_bar'].update({'enable': True})
gui_controls['progress_bar'].update({'ongoing_surveillance': False})
# Store the current step in a shorter variable
s = rating_decision_obj.get_process_step_display()
if s == 'pre_committee':
gui_controls['progress_bar'].update({'setup_done': True})
elif s == 'analytical_phase':
gui_controls['progress_bar'].update({'setup_done': True})
gui_controls['progress_bar'].update({'pre_committee_done': True})
elif s == 'post_committee':
gui_controls['progress_bar'].update({'setup_done': True})
gui_controls['progress_bar'].update({'pre_committee_done': True})
gui_controls['progress_bar'].update(
{'analytical_phase_done': True})
elif s == 'editor_phase':
gui_controls['progress_bar'].update({'setup_done': True})
gui_controls['progress_bar'].update({'pre_committee_done': True})
gui_controls['progress_bar'].update(
{'analytical_phase_done': True})
gui_controls['progress_bar'].update({'post_committee_done': True})
elif s == 'issuer_confirmation_phase':
gui_controls['progress_bar'].update({'setup_done': True})
gui_controls['progress_bar'].update({'pre_committee_done': True})
gui_controls['progress_bar'].update(
{'analytical_phase_done': True})
gui_controls['progress_bar'].update({'post_committee_done': True})
gui_controls['progress_bar'].update({'editing_done': True})
elif s == 'analyst_final_approval_phase':
gui_controls['progress_bar'].update({'setup_done': True})
gui_controls['progress_bar'].update({'pre_committee_done': True})
gui_controls['progress_bar'].update(
{'analytical_phase_done': True})
gui_controls['progress_bar'].update({'post_committee_done': True})
gui_controls['progress_bar'].update({'editing_done': True})
gui_controls['progress_bar'].update(
{'issuer_confirmation_done': True})
elif s == 'chair_final_approval_phase':
gui_controls['progress_bar'].update({'setup_done': True})
gui_controls['progress_bar'].update({'pre_committee_done': True})
gui_controls['progress_bar'].update(
{'analytical_phase_done': True})
gui_controls['progress_bar'].update({'post_committee_done': True})
gui_controls['progress_bar'].update({'editing_done': True})
gui_controls['progress_bar'].update(
{'issuer_confirmation_done': True})
gui_controls['progress_bar'].update(
{'analyst_final_approval_done': True})
elif s == 'publishing_phase' or s == 'publishing_phase_done':
gui_controls['progress_bar'].update({'setup_done': True})
gui_controls['progress_bar'].update({'pre_committee_done': True})
gui_controls['progress_bar'].update(
{'analytical_phase_done': True})
gui_controls['progress_bar'].update({'post_committee_done': True})
gui_controls['progress_bar'].update({'editing_done': True})
gui_controls['progress_bar'].update(
{'issuer_confirmation_done': True})
gui_controls['progress_bar'].update(
{'analyst_final_approval_done': True})
gui_controls['progress_bar'].update(
{'chair_final_approval_done': True})
# Override settings on some of the steps
if s == 'pre_committee' or s == 'chair_final_approval_phase':
# Only chair may edit here
if request.user == rating_decision_obj.chair:
auth['issuer']['rating_job']['edit'] = True
else:
auth['issuer']['rating_job']['edit'] = False
#####################################################
# Subscores
#####################################################
subscores = {}
internal_score_obj = InternalScoreData.objects.filter(
rating_decision=rating_decision_obj).all().order_by(
'subfactor__sort_order').select_related('subfactor__factor')
internal_score_obj_list = list(internal_score_obj)
if issuer_obj.issuer_type.description == 1 or \
issuer_obj.issuer_type.description == 3:
subscores['business_risk'] = list(
filter(lambda i: i.subfactor.factor.name == 'Business risk',
internal_score_obj_list))
subscores['financial_risk_assessment'] = list(
filter(lambda i: i.subfactor.factor.name == 'Financial risk',
internal_score_obj_list))
elif issuer_obj.issuer_type.description == 2:
subscores['operating_environment'] = list(
filter(
lambda i: i.subfactor.factor.name ==
'Operating environment', internal_score_obj_list))
subscores['risk_appetite'] = list(
filter(lambda i: i.subfactor.factor.name == 'Risk appetite',
internal_score_obj_list))
subscores['competitive_position'] = list(
filter(
lambda i: i.subfactor.factor.name ==
'Competitive position', internal_score_obj_list))
subscores['performance_indicators'] = list(
filter(
lambda i: i.subfactor.factor.name ==
'Performance indicators', internal_score_obj_list))
subscores['adjustment_factor'] = list(
filter(lambda i: i.subfactor.factor.name == 'Adjustment factors',
internal_score_obj_list))
subscores['support_factor'] = list(
filter(lambda i: i.subfactor.factor.name == 'Support factors',
internal_score_obj_list))
#####################################################
# Existing issue subscore data
#####################################################
# Issue
subscores['issue'] = RatingDecisionIssue.objects.filter(
rating_decision=rating_decision_obj).all()
#####################################################
# Committee members
#####################################################
try:
rating_committee_member_obj = JobMember.objects.filter(
rating_decision=rating_decision_obj,
group_id=1).select_related('member'). \
select_related('role'). \
select_related('group')
except: # noqa E722
rating_committee_member_obj = False
#####################################################
# Editor
#####################################################
try:
if rating_decision_obj:
editor_obj = JobMember.objects.get(
rating_decision=rating_decision_obj, group_id=2)
else:
editor_obj = False
except: # noqa E722
editor_obj = False
#####################################################
# Insiders linked to rating job
#####################################################
try:
rating_job_insiders_obj = \
RatingDecisionInsiderLink.objects.filter(
rating_decision=rating_decision_obj).select_related(
'insider')
except: # noqa E722
rating_job_insiders_obj = False
#####################################################
# Information about press release
#####################################################
try:
if rating_decision_obj:
press_release_obj = PressRelease.objects.get(
rating_decision=rating_decision_obj)
if not press_release_obj.is_valid and \
rating_decision_obj.get_process_step_display() == \
'analyst_final_approval_phase':
error_messages.append('Fill in all fields of the '
'press release.')
else:
press_release_obj = False
except: # noqa E722
press_release_obj = False
#####################################################
# Questions
#####################################################
question_obj = ControlQuestion.objects.filter(
rating_decision=rating_decision_obj).select_related(
'question').select_related('question__stage')
control_questions = {
'analyst_final_approval': question_obj.filter(question__stage=3),
'chair_final_approval': question_obj.filter(question__stage=4),
'publishing': question_obj.filter(question__stage=5)
}
#####################################################
# Information about the process steps
#####################################################
try:
if rating_decision_obj:
process_obj = Process.objects.get(
rating_decision=rating_decision_obj)
else:
process_obj = False
except: # noqa E722
process_obj = False
#####################################################
# Methodology
#####################################################
# Insert links between decision and methodology
if rating_decision_obj:
methodology_link_obj = RatingDecisionMethodologyLink.objects.\
filter(rating_decision=rating_decision_obj).select_related(
'methodology__category')
if not methodology_link_obj:
if issuer_obj.issuer_type.description == 1 or \
issuer_obj.issuer_type.description == 3:
# Corporate
# Always pick latest
methodology_id = 1
else:
# Financial
methodology_id = 2
try:
methodology_obj = Methodology.objects.order_by(
'category__name', '-date_decision').filter(
date_deleted__isnull=True,
category__id=methodology_id).distinct(
'category__name')[0]
RatingDecisionMethodologyLink.objects.create(
rating_decision=rating_decision_obj,
methodology=methodology_obj)
# Rating principles
methodology_rating_criteria_obj = Methodology.objects.\
order_by('category__name', '-date_decision').filter(
date_deleted__isnull=True,
category__id=3).distinct('category__name')[0]
RatingDecisionMethodologyLink.objects.create(
rating_decision=rating_decision_obj,
methodology=methodology_rating_criteria_obj)
methodology_link_obj = RatingDecisionMethodologyLink. \
objects.filter(rating_decision=rating_decision_obj)
except: # noqa E722
methodology_link_obj = []
else:
methodology_link_obj = []
#####################################################
# Calculated ratings
#####################################################
# Decided rating
try:
decided_calculated_rating = PCRRating(
generate_rating_dict(issuer_obj.issuer_type.description,
internal_score_obj_list, 'decided'))
except: # noqa E722
decided_calculated_rating = False
# Proposed rating
try:
proposed_calculated_rating = PCRRating(
generate_rating_dict(issuer_obj.issuer_type.description,
internal_score_obj_list, 'proposed'))
except: # noqa E722
proposed_calculated_rating = False
if rating_decision_obj.process_step >= 3:
if not proposed_calculated_rating.weight_check \
or not decided_calculated_rating.weight_check:
error_messages.append(
'The impact weights do not sum to 100%, but {:.1%}.'.
format(proposed_calculated_rating.weight))
else:
if proposed_calculated_rating.issuer_rating is None \
or decided_calculated_rating.issuer_rating is None:
error_messages.append('Not all sub scores are set.')
onboarding_obj = OnboardingProcess.objects.get(issuer=issuer_obj)
if onboarding_obj.instrument_rating:
if len(subscores['issue']) == 0:
error_messages.append('The issues has requested issue '
'ratings, add ratings for seniority '
'levels.')
if len(subscores['issue']) > 0 and \
rating_decision_obj.process_step >= 4:
_e_list = []
for issue in subscores['issue']:
if issue.decided_lt is None:
_e_list.append(1)
if sum(_e_list) > 0:
error_messages.append('Assign ratings for seniority '
'levels.')
#####################################################
# Existing rating decision score data
#####################################################
try:
show_existing_scores = rating_decision_obj.previous_rating
existing_scores = {}
if show_existing_scores:
internal_score_existing_obj = InternalScoreData.objects.filter(
rating_decision=show_existing_scores)
if internal_score_existing_obj:
internal_score_existing_obj_values = \
internal_score_existing_obj.\
values('subfactor_id',
'decided_notch_adjustment',
'decided_score')
for i in internal_score_existing_obj_values:
decided_score = i['decided_score']
decided_notch = i['decided_notch_adjustment']
try:
decided_score = RATING_INDICATIVE_REVERSE[
decided_score].lower() + \
' (' + str(decided_score) + ')'
except KeyError:
decided_score = None
existing_scores[i['subfactor_id']] = {
'decided_notch_adjustment': decided_notch,
'decided_score': decided_score
}
# Return existing rating
try:
if internal_score_existing_obj:
existing_calculated_rating = PCRRating(
generate_rating_dict(
issuer_obj.issuer_type.description,
list(internal_score_existing_obj), 'decided'))
else:
existing_calculated_rating = 'n/a'
except: # noqa E722
existing_calculated_rating = 'n/a'
except: # noqa E722
existing_calculated_rating = 'n/a'
existing_scores = False
#####################################################
# Previews of images
#####################################################
tmp_file_name_thumb = None
tmp_external_file_name_thumb = None
try:
if s == 'editor_phase' or s == 'chair_final_approval_phase' or \
s == 'publishing_phase':
# Define file paths
tmp_file_name = 'dl_{}.pdf'.format(uuid.uuid4())
fp = djangoSettings.BASE_DIR + '/tmp/'
target_file = fp + tmp_file_name
# Get ID# of report
if s == 'chair_final_approval_phase' or \
s == 'publishing_phase':
tmp_external_file_name_thumb = tmp_file_name + '_thumb.jpg'
# Display the report that will be published externally
document = get_public_external_report(rating_decision_obj)
target_file_tmp = fp + tmp_external_file_name_thumb
else:
tmp_file_name_thumb = tmp_file_name + '_thumb.jpg'
# Setup file names
target_file_tmp = fp + tmp_file_name_thumb
document = get_public_report(rating_decision_obj)
# Point to file location at AWS
filepath = AWS_ANALYTICAL_MEDIA_LOCATION + '/' + str(
document.upload)
# Download file from AWS S3
download_file(filepath, target_file)
# Use MagicImage to convert pdf to img
params = ['convert', target_file + '[0]', target_file_tmp]
subprocess.check_call(params)
# Delete the files in the future to avoid race condition
later = datetime.datetime.utcnow() + timedelta(minutes=3)
delete_files_task.apply_async([target_file_tmp, target_file],
eta=later)
except Exception as e:
logger.error(e)
except: # noqa E722
existing_calculated_rating = 'n/a'
existing_scores = False
tmp_file_name_thumb = None
tmp_external_file_name_thumb = None
proposed_calculated_rating = False
decided_calculated_rating = False
methodology_link_obj = []
process_obj = False
press_release_obj = False
rating_job_insiders_obj = False
rating_decision_obj = False
editor_obj = False
subscores = False
control_questions = False
show_existing_scores = False
rating_committee_member_obj = False
error_messages = []
context_data = {
'proposed_rating': proposed_calculated_rating,
'decided_rating': decided_calculated_rating,
'rating_job_insiders': rating_job_insiders_obj,
'process': process_obj,
'committee_members': rating_committee_member_obj,
'editors': editor_obj,
'methodologies': methodology_link_obj,
'subscores': subscores,
'rating_decision': rating_decision_obj,
'press_release': press_release_obj,
'control_questions': control_questions,
'preview': {
'internal_external_pdf': tmp_file_name_thumb,
'external_pdf': tmp_external_file_name_thumb,
},
'existing': {
'scores': existing_scores,
'calc_rating': existing_calculated_rating,
'decision': current_rating_obj,
},
}
return_dict = {
'rating_decision_obj': rating_decision_obj,
'show_existing_scores': show_existing_scores,
'context_data': context_data,
'error_messages': error_messages,
}
return return_dict
def form_valid(self, form):
"""Custom form_valid method."""
# Save the score immediately so it's available below
obj = form.save(commit=False)
obj.save()
subscore_data_list = []
for key, value in sorted(form.cleaned_data.items()):
try:
a = key.split('_')[0]
b = key.split('_')[1]
obj = AssessmentSubscoreData.objects.get(pk=b)
subscore_data_list.append(obj.assessment.id)
if a == 's':
# n/a is represented as empty value
if value == '':
value = None
obj.decided_score = value
elif a == 'n':
obj.decided_notch_adjustment = value
elif a == 'w':
# 0% is represented as empty value
if value == '':
value = None
obj.weight = value
obj.save()
except (IndexError, ValueError):
pass
# Loop through all subscores that were affected by the change
# and update the calculated rating for each
# Add the clicked issuer subscore to the list to loop through
subscore_data_list.append(form.instance.assessment.id)
for d in AssessmentJob.objects.filter(id__in=subscore_data_list):
# Store the current assessment level, as we need to get the
# relative value of each issue level
# Has to be initialized here, before the rating is updated
issue_assessment_dict = get_issues_relative_level(d)
internal_score_obj = AssessmentSubscoreData.objects.filter(
assessment_id=d.id
).all()
try:
# Issuer type id is used to create the rating below
issuer_type_id = d.issuer.issuer_type.id
# Return indicative ratings based on score input
proposed_rating = PCRRating(generate_rating_dict(
issuer_type_id,
internal_score_obj,
'decided',
version=2)
)
# Assign and save the assessment
d.assessment_lt = RATING_LONG_TERM[
proposed_rating.issuer_rating]
for key in issue_assessment_dict:
v = SeniorityLevelAssessment.objects.get(pk=key)
v.decided_lt = d.assessment_lt - issue_assessment_dict[key]
v.save()
except Exception:
d.assessment_lt = None
d.save()
messages.add_message(
self.request,
messages.INFO,
'Saved sub factor assessments.')
return super(EditSubfactorPeerView, self).form_valid(form)
def list_assessment(request, type):
"""View a list of issuers, their latest rating decision and
respective sub scores."""
output_list = []
if int(type) == 1:
include_types = [1, 3]
template = 'issuer/assessment/list_all_v2.html'
else:
include_types = [2]
template = 'issuer/assessment/list_all_v2.html'
issuers = Issuer.objects.list_all_assessment(
include_types
)
# Create a dict of all users to reduce db hits
user_dict = {}
users = User.objects.all()
for u in users:
user_dict[u.id] = {
'short_name': u.first_name[:1] + u.last_name[:1],
'name': u.first_name + ' ' + u.last_name
}
#####################################################
# Authentication
#####################################################
group_list = request.user.groups.all().values('name')
user_groups = []
for group in group_list:
user_groups.append(group['name'])
for i in issuers:
# Create dict to store data for this issuer
issuer_data = {}
# Version for the dict sent to pycreditrating
version = 2
# Store information about the issuer
issuer_data['issuer'] = i
issuer_data['user_data'] = {}
issuer_data['user_data'] = user_dict[i.initiated_by]
if i.rating_id:
score_data = InternalScoreData.objects.filter(
rating_decision_id=i.rating_id,
).select_related('subfactor')
elif i.progress_id:
score_data = AssessmentSubscoreData.objects.filter(
assessment_id=i.progress_id,
).select_related('subfactor').\
select_related('assessment__highestlowest')
else:
score_data = AssessmentSubscoreData.objects.filter(
assessment_id=i.current_id,
).select_related('subfactor').\
select_related('assessment__highestlowest')
# All scores
issuer_data['score_data'] = {}
for x in score_data:
# For backwards compatibility
if x.subfactor.id == 5:
version = 1
issuer_data['score_data'][
x.subfactor.name] = {
'score_display':
x.get_decided_score_display(),
'score_value':
x.decided_score,
'weight':
x.weight,
'adjustment_value':
x.decided_notch_adjustment,
'subfactor':
x.subfactor.name,
'id':
x.id, }
# Calculated rating
calculated_rating = PCRRating(
generate_rating_dict(
i.i_id,
score_data,
'decided',
version=version,
)
)
issuer_data['calculated_rating'] = calculated_rating
# Ratings per issuer seniority level
if i.rating_id:
seniority_level = RatingDecisionIssue.objects.filter(
rating_decision_id=i.rating_id,
).select_related('seniority')
elif i.progress_id:
seniority_level = SeniorityLevelAssessment.objects.filter(
assessment_id=i.progress_id,
).select_related('seniority')
else:
seniority_level = SeniorityLevelAssessment.objects.filter(
assessment_id=i.current_id,
).select_related('seniority')
issuer_data['seniority_level'] = {}
for x in seniority_level:
try:
relative_notch = RATING_LONG_TERM[
calculated_rating.issuer_rating] - \
x.decided_lt
except (TypeError, KeyError):
relative_notch = 'n/a'
issuer_data['seniority_level'][
x.seniority.name] = {
'relative_score':
relative_notch,
'score_display':
x.get_decided_lt_display()
}
# The user that created the assessment must not be allowed to
# edit the assessment
issuer_data['misc'] = {}
# If the assessment is in final approval phase, we want to make sure
# the approval is not made by the same user that initiated the
# assessment
if i.progress_process_step == 2:
if request.user.id == i.progress_initiated_by_id:
issuer_data['misc']['allow_edit'] = False
else:
issuer_data['misc']['allow_edit'] = True
else:
# There is no assessment in progress, while one was made
# in the past
if i.current_id and not i.progress_id:
issuer_data['misc']['allow_edit'] = False
else:
if i.rating_id:
issuer_data['misc']['allow_edit'] = False
else:
issuer_data['misc']['allow_edit'] = True
if 'Analyst' not in user_groups:
issuer_data['misc']['allow_edit'] = False
output_list.append(issuer_data)
context = {
'object_list': output_list,
'type': int(type),
}
return render(
request,
template,
context
)
def form_valid(self, form):
"""Custom form_valid method."""
d = form.save(commit=False)
issue_seniority_lvl = {}
for key, value in sorted(form.cleaned_data.items()):
try:
a = key.split('_')[0]
b = key.split('_')[1]
if a == 'i':
issue_seniority_lvl[int(b)] = int(value)
else:
obj = AssessmentSubscoreData.objects.get(pk=b)
if a == 's':
# n/a is represented as empty value
if value == '':
value = None
obj.decided_score = value
elif a == 'n':
obj.decided_notch_adjustment = value
elif a == 'w':
# 0% is represented as empty value
if value == '':
value = None
obj.weight = value
obj.save()
except (IndexError, ValueError):
pass
try:
internal_score_obj = AssessmentSubscoreData.objects.filter(
assessment_id=self.kwargs['assessment_pk']
).all()
# Issuer type id is used to create the rating below
issuer_type_id = d.issuer.issuer_type.id
# Return indicative ratings based on score input
proposed_rating = PCRRating(generate_rating_dict(
issuer_type_id,
internal_score_obj,
'decided',
version=2)
)
ass = RATING_LONG_TERM[proposed_rating.issuer_rating]
d.assessment_lt = ass
except Exception:
d.assessment_lt = None
try:
# Save issue level assessments
i_lvl = SeniorityLevelAssessment.objects.filter(
assessment_id=self.kwargs['assessment_pk'],
)
for i in i_lvl:
try:
# The assessments are stored relative to the issuer
# assessment
i.decided_lt = d.assessment_lt - issue_seniority_lvl[i.id]
i.save()
except ValueError:
pass
except Exception:
pass
if form.cleaned_data['ready_for_approval']:
# The user has marked the assessment as ready for approval,
# flag it as such
d.process_step = 2
d.initiated_by = self.request.user
messages.add_message(
self.request,
messages.INFO,
'The assessment has been flagged as ready for approval.')
elif form.cleaned_data['give_final_approval']:
# Mark all previous assessment for issuer as non-current
AssessmentJob.objects.filter(
issuer=d.issuer
).update(
is_current=False
)
# This makes the decision valid and official
d.is_current = True
# Finish the process
d.process_step = 10
# Committee timestamp is now
d.date_time_approval = timezone.now()
messages.add_message(
self.request,
messages.INFO,
'Assessment approved and saved to database.')
else:
messages.add_message(
self.request,
messages.INFO,
'Saved assessment.')
d.save()
return super(AssessmentUpdateView, self).form_valid(form)