def onboard_client(self, role, user_id, user_details):
# Use user's role to determine where the details will be stored
if role == "IA":
# If it's an independent agency
new_independent_agency = IndependentAgent(
user_details["org_name"], user_details["org_phone"],
user_details["org_email"], user_id)
new_independent_agency.save()
elif role == "IC":
# if it's an insurance company
new_insurance_company = InsuranceCompany(
user_id, user_details['company_id'], user_details['org_phone'])
new_insurance_company.save()
elif role == "TA":
# If it's a tied agent
# You only need a user_id to create a Tied agent object.
new_tied_agent = TiedAgents(user_id)
new_tied_agent.save()
elif role == "BR":
# if it's a broker
new_broker = Broker(user_details["org_name"],
user_details["org_phone"],
user_details["org_email"], user_id)
new_broker.save()
else:
return
def post(self):
details = policy_parser.parse_args()
# get the current agency details
uid = get_jwt_identity()
# use the uid to get company through the company contact_id
company = InsuranceCompany.get_company_by_contact_person(uid)
"""
First add the extension to the extensions table, regardless of insurance company
"""
exisiting_extensions = Extension.get_all_extensions()
names = [extension['name'] for extension in exisiting_extensions]
extension_name = details['name']
# check whether the benefits to be added already exist
if extension_name not in names:
new_extension = Extension(extension_name)
new_extension.save()
"""
Store benefits offered by a particular company together with limit
"""
# get the extension_id
extension = Extension.get_extension_id_by_name(extension_name)
company_extension = ICExtensions(company.id, extension.id,
details['free_limit'],
details['max_limit'], details['rate'])
company_extension.save()
"""
Send success response
"""
response_msg = helper.make_rest_success_response(
"Extension added successfully")
return make_response(response_msg, 200)
def post(self):
# benefits handler
details = policy_parser.parse_args()
# get the current agency details
uid = get_jwt_identity()
# use the uid to get company through the company contact_id
company = InsuranceCompany.get_company_by_contact_person(uid)
# First add the benefit to the benefits table, regardless of insurance company
exisiting_benefits = Benefit.get_all_benefits()
names = [benefit['name'] for benefit in exisiting_benefits]
benefit_name = details['name']
# check whether the benefits to be added already exist
if benefit_name not in names:
new_benefit = Benefit(benefit_name)
new_benefit.save()
# Store benefits offered by a particular company together with limit
# get the benefit_id
benefit = Benefit.get_benefit_by_name(benefit_name)
company_benefit = ICBenefits(company.id, benefit.id,
details['free_limit'],
details['max_limit'], details['rate'])
company_benefit.save()
# Send success response
response_msg = helper.make_rest_success_response(
"Benefit added successfully")
return make_response(response_msg, 200)
def post(self):
details = policy_parser.parse_args()
# get the current agency details
uid = get_jwt_identity()
# use the uid to get company through the company contact_id
company = InsuranceCompany.get_company_by_contact_person(uid)
"""
First add the loading to the loadingss table, regardless of insurance company
"""
existing_loadings = Loadings.get_all_loadings()
names = [loading['name'] for loading in existing_loadings]
loading_name = details['name']
# check whether the benefits to be added already exist
if loading_name not in names:
new_loading = Loadings(loading_name)
new_loading.save()
"""
Store loadings offered by a particular company together with limit
"""
# get the loading_id
loading_id = Loadings.get_loading_id_by_name(loading_name)
company_loading = ICLoadings(company.id, loading_id, details['rate'])
company_loading.save()
"""
Send success response
"""
response_msg = helper.make_rest_success_response(
"Loading added successfully")
return make_response(response_msg, 200)
def create_master_policy(policy_number, customer_number, date_expiry,
insurance_company):
# Get insurance company given the company details
new_company = InsuranceCompany.get_by_associated_company(
insurance_company)
# create new master policy
master = MasterPolicy(policy_number, customer_number, date_expiry,
new_company.id)
master.save()
return master
def get(self, company_id):
# get the company linked to the associated company
company = InsuranceCompany.get_by_associated_company(company_id)
# get the benefits, loadings and extensions
benefits = ICBenefits.get_benefits_by_company_id(company.id)
loadings = ICLoadings.get_loadings_by_company_id(company.id)
extensions = ICExtensions.get_extensions_by_company_id(company.id)
data = {
"benefits": benefits,
"loadings": loadings,
"extensions": extensions,
"discount": company.ncd_rate,
"rate": company.rate
}
response_msg = helper.make_rest_success_response("Success", data)
return make_response(response_msg, 200)
def fetch_profile_data(self, role, user_id):
profile_data = {}
if role in ('IND', 'TA'):
profile_data = User.get_user_by_id(user_id).serialize()
elif role == 'BR':
profile_data = Broker.get_broker_by_contact_id(user_id).serialize()
elif role == 'IA':
profile_data = IndependentAgent.get_agency_by_contact_person(
user_id).serialize()
elif role == 'IC':
profile_data = InsuranceCompany.get_company_by_contact_person(
user_id).serialize()
elif role == 'ORG':
profile_data = OrganizationCustomer.get_customer_by_contact(
user_id).serialize()
else:
return
return profile_data
def get_agency_id(role, uid):
"""
Fetch the agent id depending the active user's role. Could be an independent agency, brokerage or tied agent
"""
if role == "BR":
# get brokerage by contact person
broker = Broker.get_broker_by_contact_id(uid)
return broker.broker_id
elif role == "IC":
insurance = InsuranceCompany.get_company_by_contact_person(uid)
return insurance
elif role == "TA":
# get tied agency
tied_agent = TiedAgents.get_tied_agent_by_user_id(uid)
return tied_agent.id
elif role == "IA":
# get Independent agency by contact person
ind_agent = IndependentAgent.get_agency_by_contact_person(uid)
return ind_agent.id