def update(self, instance, validated_data):
if 'tax_transcript' in validated_data['user']['invitation']:
instance.user.invitation.tax_transcript = validated_data['user']['invitation']['tax_transcript']
instance.user.invitation.save()
tmp_filename = '/tmp/' + str(uuid.uuid4()) + '.pdf'
with open(tmp_filename, 'wb+') as f:
for chunk in validated_data['user']['invitation']['tax_transcript'].chunks():
f.write(chunk)
instance.regional_data['tax_transcript'] = instance.user.invitation.tax_transcript.url
instance.regional_data['tax_transcript_data'] = parse_tax_pdf(tmp_filename)
if 'social_security_statement' in validated_data['user']['invitation']:
instance.user.invitation.social_security_statement = validated_data['user']['invitation']['social_security_statement']
instance.user.invitation.save()
tmp_filename = '/tmp/' + str(uuid.uuid4()) + '.pdf'
with open(tmp_filename, 'wb+') as f:
for chunk in validated_data['user']['invitation']['social_security_statement'].chunks():
f.write(chunk)
instance.regional_data['social_security_statement'] = instance.user.invitation.social_security_statement.url
instance.regional_data['social_security_statement_data'] = parse_ss_pdf(tmp_filename)
if 'partner_social_security_statement' in validated_data['user']['invitation']:
instance.user.invitation.partner_social_security_statement = validated_data['user']['invitation']['partner_social_security_statement']
instance.user.invitation.save()
tmp_filename = '/tmp/' + str(uuid.uuid4()) + '.pdf'
with open(tmp_filename, 'wb+') as f:
for chunk in validated_data['user']['invitation']['partner_social_security_statement'].chunks():
f.write(chunk)
instance.regional_data['partner_social_security_statement'] = instance.user.invitation.partner_social_security_statement.url
instance.regional_data['partner_social_security_statement_data'] = parse_ss_pdf(tmp_filename)
instance.save()
return validated_data
def get_social_security_statement_data(self, obj):
if obj.social_security_statement:
tmp_filename = '/tmp/' + str(uuid.uuid4()) + '.pdf'
with open(tmp_filename, 'wb+') as f:
for chunk in obj.social_security_statement.chunks():
f.write(chunk)
obj.social_security_statement_data = parse_ss_pdf(tmp_filename)
return obj.social_security_statement_data
return None
def get_partner_social_security_statement_data(self, obj):
if obj.partner_social_security_statement:
tmp_filename = '/tmp/' + str(uuid.uuid4()) + '.pdf'
with open(tmp_filename, 'wb+') as f:
for chunk in obj.partner_social_security_statement.chunks():
f.write(chunk)
obj.client.regional_data['partner_social_security_statement_data'] = parse_ss_pdf(tmp_filename)
obj.client.save()
return obj.client.regional_data['partner_social_security_statement_data']
return None
def update(self, instance, validated_data):
"""
Override the default update because we have nested relations.
:param instance:
:param validated_data:
:return: The updated RetirementPlan
"""
if instance.agreed_on:
raise ValidationError(
"Unable to make changes to a plan that has been agreed on")
# Client civil_status check
if 'client' in validated_data:
if 'civil_status' in validated_data['client']:
instance.client.civil_status = validated_data['client'][
'civil_status']
if 'smoker' in validated_data['client']:
instance.client.smoker = validated_data['client']['smoker']
if 'drinks' in validated_data['client']:
instance.client.drinks = validated_data['client']['drinks']
if 'height' in validated_data['client']:
instance.client.height = validated_data['client']['height']
if 'weight' in validated_data['client']:
instance.client.weight = validated_data['client']['weight']
if 'daily_exercise' in validated_data['client']:
instance.client.daily_exercise = validated_data['client'][
'daily_exercise']
if 'home_value' in validated_data['client']:
instance.client.home_value = validated_data['client'][
'home_value']
if 'home_growth' in validated_data['client']:
instance.client.home_growth = validated_data['client'][
'home_growth']
if 'ss_fra_todays' in validated_data['client']:
instance.client.ss_fra_todays = validated_data['client'][
'ss_fra_todays']
if 'ss_fra_retirement' in validated_data['client']:
instance.client.ss_fra_retirement = validated_data['client'][
'ss_fra_retirement']
if 'state_tax_after_credits' in validated_data['client']:
instance.client.state_tax_after_credits = validated_data[
'client']['state_tax_after_credits']
if 'state_tax_effrate' in validated_data['client']:
instance.client.state_tax_effrate = validated_data['client'][
'state_tax_effrate']
if 'pension_name' in validated_data['client']:
instance.client.pension_name = validated_data['client'][
'pension_name']
if 'pension_amount' in validated_data['client']:
instance.client.pension_amount = validated_data['client'][
'pension_amount']
if 'pension_start_date' in validated_data['client']:
instance.client.pension_start_date = validated_data['client'][
'pension_start_date']
if 'employee_contributions_last_year' in validated_data['client']:
instance.client.employee_contributions_last_year = validated_data[
'client']['employee_contributions_last_year']
if 'employer_contributions_last_year' in validated_data['client']:
instance.client.employer_contributions_last_year = validated_data[
'client']['employer_contributions_last_year']
if 'total_contributions_last_year' in validated_data['client']:
instance.client.total_contributions_last_year = validated_data[
'client']['total_contributions_last_year']
if 'user' in validated_data['client']:
if 'tax_transcript' in validated_data['client']['user'][
'invitation']:
instance.client.user.invitation.tax_transcript = validated_data[
'client']['user']['invitation']['tax_transcript']
instance.client.user.invitation.save()
tmp_filename = '/tmp/' + str(uuid.uuid4()) + '.pdf'
with open(tmp_filename, 'wb+') as f:
for chunk in validated_data['client']['user'][
'invitation']['tax_transcript'].chunks():
f.write(chunk)
instance.client.regional_data[
'tax_transcript'] = instance.client.user.invitation.tax_transcript.url
instance.client.regional_data[
'tax_transcript_data'] = parse_tax_pdf(tmp_filename)
if 'social_security_statement' in validated_data['client'][
'user']['invitation']:
instance.client.user.invitation.social_security_statement = validated_data[
'client']['user']['invitation'][
'social_security_statement']
instance.client.user.invitation.save()
tmp_filename = '/tmp/' + str(uuid.uuid4()) + '.pdf'
with open(tmp_filename, 'wb+') as f:
for chunk in validated_data['client']['user'][
'invitation'][
'social_security_statement'].chunks():
f.write(chunk)
instance.client.regional_data[
'social_security_statement'] = instance.client.user.invitation.social_security_statement.url
instance.client.regional_data[
'social_security_statement_data'] = parse_ss_pdf(
tmp_filename)
if 'partner_social_security_statement' in validated_data[
'client']['user']['invitation']:
instance.client.user.invitation.partner_social_security_statement = validated_data[
'client']['user']['invitation'][
'partner_social_security_statement']
instance.client.user.invitation.save()
tmp_filename = '/tmp/' + str(uuid.uuid4()) + '.pdf'
with open(tmp_filename, 'wb+') as f:
for chunk in validated_data['client']['user'][
'invitation'][
'partner_social_security_statement'].chunks(
):
f.write(chunk)
instance.client.regional_data[
'partner_social_security_statement'] = instance.client.user.invitation.partner_social_security_statement.url
instance.client.regional_data[
'partner_social_security_statement_data'] = parse_ss_pdf(
tmp_filename)
instance.client.save()
for attr, value in validated_data.items():
if str(attr) != 'client':
# civil_status update is on client
setattr(instance, attr, value)
reverse_plan = getattr(instance, 'partner_plan_reverse', None)
if instance.partner_plan is not None and reverse_plan is not None and instance.partner_plan != reverse_plan:
emsg = "Partner plan relationship must be symmetric. " \
"I.e. Your selected partner plan must have you as it's partner"
raise ValidationError(emsg)
instance.save()
return instance
