def save_new_policy_benefits(self, *args, **kwargs):
product_id = kwargs.get('product_id')
td = TypeDict()
#Product Benefit
product_benefits = ProductBenefit.by_attr_all(
'product_id',
product_id,
)
for benefit in product_benefits:
policy_benefit_id = self.write_new_policy_benefit({
'policy_id':
policy_id,
'product_benefit_id':
benefit.id,
'claims_left':
benefit.number_of_claims
})
#Product Benefit Cover
self.save_new_policy_benefit_cover(
policy_benefit_id, benefit.product_benefit_cover_link_id)
#Product Benefit exclusions
self.save_new_policy_benefit_exclusions(policy_benefit_id,
benefit.id)
return 'true'
def get_policy_list_html_tbl(self, *args, **kwargs):
usernow = request.identity['user']
dbase_query = self.get_active_policy_list(*args, **kwargs)
outputlist = []
td = TypeDict()
for item in dbase_query:
print('Placeholder: get person name here.')
print('Placeholder: for fake data stuff removal.')
member_holder = Member.by_id(item.policy_holder_id)
policy_holder = 'Soap, Josephine'
member_owner = Member.by_id(item.policy_owner_id)
policy_owner = 'Sizpack, Frederick'
#product = Product.by_id(item.product_id)
#product_name = product.name
product_name = 'ACME Product Name'
#policy_state = td.get_pretty_name('policy_state_type', policy.policy_state_type_id)
policy_state = td.get_pretty_name(
'policy_state_type',
td.get_id_of_name('policy_state_type', 'proposal'))
outputlist.append({
'policy_number':
"<div class='edit entity_edit' policy_id='{1}'>{0}</div>".
format(item.policy_number, item.id),
'policy_holder':
policy_holder,
'policy_owner':
policy_owner,
'product':
product_name,
'state':
policy_state,
})
theadlist = [
'Policy Number', 'Policy Holder', 'Policy Owner', 'Product',
'State'
]
dbcolumnlist = [
'policy_number',
'policy_holder',
'policy_owner',
'product',
'state',
]
tdclasslist = [
'action_link',
'text-left',
'text-left',
'text-left',
'text-left',
]
return build_html_table(outputlist, dbcolumnlist, theadlist,
"policy_table", tdclasslist)
def save_new_policy(self, *args, **kwargs):
product_id = kwargs.get('product_id')
td = TypeDict()
individual = td.get_id_of_name('policy_type', 'individual')
proposal_date = td.get_id_of_name('policy_date_type', 'proposal')
proposal_state = td.get_id_of_name('policy_state_type', 'proposal')
product = Product.by_id(product_id)
policy_number = self.generate_new_policy_number(product_id)
product_frequency_type_id = kwargs.get('product_frequency_type_id')
#Save Policy
policy_id = self.write_new_policy({
'policy_number':
policy_number,
'policy_type_id':
individual,
'product_id':
policy_id,
'policy_owner_id':
kwargs.get('member_id'),
'policy_holder_id':
kwargs.get('member_id'),
'application_form_serial_no':
kwargs.get('application_form_serial_no'),
'intermediary_id':
kwargs.get('intermediary_id'),
})
policy_state_id = self.write_new_policy_state(
**{
'policy_id': policy_id,
'policy_state_type_id': proposal_state
})
self.write_new_policy_date({
'policy_id': policy_id,
'policy_date_type_id': proposal_date,
'date': now.today(),
})
return str(policy_id)
def get_new_policy_html(self, *args, **kwargs):
product_id = kwargs.get('product_id', None)
product = Product.by_id(product_id)
td = TypeDict()
print('Placehodler: Fake date hereunder for removal')
if product: # Initial protective code. Testing only.
product_type_id = product.product_type_id
else:
product_type_id = td.get_id_of_name('product_type', 'voucher')
if product_type_id == td.get_id_of_name('product_type', 'voucher'):
#Then do Voucher stuff
return self.get_new_voucher_policy_html(*args, **kwargs)
if product_type_id == td.get_id_of_name('product_type', 'traditional'):
#Then do Traditional stuff
return self.get_new_traditional_policy_html(*args, **kwargs)
if product_type_id == td.get_id_of_name('product_type', 'term_life'):
#Then do Term Life stuff
return self.get_new_term_life_policy_html(*args, **kwargs)
if product_type_id == td.get_id_of_name('product_type', 'credit_life'):
#Then do Credit Life stuff
return self.get_new_credit_life_policy_html(*args, **kwargs)
return ''
def bootstrap(command, conf, vars):
##################################################################################################################
# AUTHENTICATION
##################################################################################################################
timestart = datetime.now()
try:
u, u1 = None, None
FIRST = 'Developer'
devexists = model.DBSession.query(model.User). \
filter(model.User.username==FIRST). \
first()
if not devexists:
u = model.User()
u.username = FIRST
u.name = FIRST
u.email = '*****@*****.**'
u.password = '******'
u.expires = datetime.now()
u.added_by = 1
model.DBSession.add(u)
print(f'Adding USER: {FIRST}')
else:
u = devexists
SECOND = 'User'
userexists = model.DBSession.query(model.User). \
filter(model.User.username==SECOND). \
first()
if not userexists:
u1 = model.User()
u1.username = SECOND
u1.name = SECOND
u1.email = '*****@*****.**'
u1.password = '******'
u1.expires = datetime.now()
u1.added_by = 1
model.DBSession.add(u1)
print(f'Adding USER: {SECOND}')
else:
u1 = userexists
model.DBSession.flush()
transaction.commit()
devrolexists = model.DBSession.query(model.Role). \
filter(model.Role.name==FIRST). \
first()
if not devrolexists:
dev_g = model.Role()
dev_g.name = FIRST
dev_g.users.append(u)
model.DBSession.add(dev_g)
print(f'Adding ROLES: {FIRST}')
dev_p = model.Permission()
dev_p.name = FIRST
dev_p.description = f'Permission for {FIRST} Access'
dev_p.roles.append(dev_g)
model.DBSession.add(dev_p)
model.DBSession.flush()
transaction.commit()
except IntegrityError:
print(
'Warning, there was a problem adding your auth data, it may have already been added: '
)
print(traceback.format_exc())
transaction.abort()
print('Continuing with bootstrapping...')
timeend = datetime.now()
##################################################################################################################
# ROLES
##################################################################################################################
timestart_roles = datetime.now()
role_list = [
'Sales',
'Administrator',
'Business Process',
'Catalog Maintenance',
'Claims Approval',
'Claims Management',
'Claims Registration',
'Contact Centre',
'Financial Reports',
'Membership',
'Product Setup',
'Statistical Reports',
'Users And Access',
]
try:
for new_role in role_list:
exists = model.DBSession.query(model.Role). \
filter(model.Role.name==new_role). \
first()
if not exists:
print('Adding ROLES: {0}'.format(new_role))
role = model.Role()
role.name = new_role
role.users.append(u)
role.users.append(u1)
model.DBSession.add(role)
perm = model.Permission()
perm.name = new_role
perm.description = 'Permission for {0} Access'.format(
new_role.capitalize())
perm.roles.append(role)
model.DBSession.add(perm)
model.DBSession.flush()
transaction.commit()
except IntegrityError:
print(
"Warning, there was a problem adding LIST OF ROLES, it may have already been added: "
)
print(traceback.format_exc())
transaction.abort()
print('Continuing with bootstrapping...')
dotxml_userlist = [
{
'username': '******',
'name': 'Deon Bezuidenhout',
'email': '*****@*****.**'
},
{
'username': '******',
'name': 'Lucas Greyling',
'email': '*****@*****.**'
},
{
'username': '******',
'name': 'JP Bezuidenhout',
'email': '*****@*****.**'
},
{
'username': '******',
'name': 'Trevor Joubert',
'email': '*****@*****.**'
},
{
'username': '******',
'name': 'Tjaart Swanepoel',
'email': '*****@*****.**'
},
{
'username': '******',
'name': 'Hannes Toerien',
'email': '*****@*****.**'
},
{
'username': '******',
'name': 'Camilla Buys',
'email': '*****@*****.**'
},
]
timeend_roles = datetime.now()
##################################################################################################################
# TEXT MERGE
##################################################################################################################
mergelist = [
{
'code': 'policy_number',
'name': 'Policy Number'
},
{
'code': 'customer_name',
'name': 'Customer Name'
},
{
'code': 'cover_type',
'name': 'Cover Type'
},
{
'code': 'life_assured_type',
'name': 'Life Assured Type'
},
{
'code': 'description',
'name': 'Product Description'
},
{
'code': 'price',
'name': 'Product Price'
},
{
'code': 'sum_assured',
'name': 'Sum Assured'
},
{
'code': 'currency',
'name': 'Currency'
},
{
'code': 'start_date',
'name': 'Start Date'
},
{
'code': 'waiting_period',
'name': 'Waiting Period'
},
{
'code': 'active_period',
'name': 'Active Period'
},
{
'code': 'end_date',
'name': 'End Date'
},
{
'code': 'benefits',
'name': 'Benefits'
},
]
try:
for merge in mergelist:
name = merge.get('name')
code = merge.get('code')
exists = model.DBSession.query(model.MailMerge). \
filter(model.MailMerge.name == name). \
first()
if not exists:
merge = model.MailMerge()
merge.name = name
merge.code = code
merge.added_by = 1
model.DBSession.add(merge)
model.DBSession.flush()
transaction.commit()
except IntegrityError:
print(
"Warning, there was a problem adding LIST OF MailMerge, it may have already been added:"
)
import traceback
print(traceback.format_exc())
transaction.abort()
print('Continuing with bootstrapping...')
##################################################################################################################
# TYPES
##################################################################################################################
from rocket.lib.type_utils import create_type_tables
timestart_types = datetime.now()
dict_of_types = RawTypeDictionary().raw_dictionary_of_types
create_type_tables(DBSession=model.DBSession, dict_of_types=dict_of_types)
from rocket.lib.type_utils import TypeDictionary as TypeDict
from rocket.lib.type_utils import create_cover_link_tables
coverlist = TypeDict().get_dict_of_types('cover_and_exclusion_type')
create_cover_link_tables(DBSession=model.DBSession, dictlist=coverlist)
#import rocket.public.csv.test_member_import
timeend_types = datetime.now()
##################################################################################################################
# ISO Utils
##################################################################################################################
timestart_iso = datetime.now()
from rocket.lib.iso_utils import create_currencies, create_languages, create_countries
create_currencies(model.DBSession)
create_languages(model.DBSession)
create_countries(model.DBSession)
timeend_iso = datetime.now()
##################################################################################################################
# Output
##################################################################################################################
print(f"Total Time Normal Bootstraps: {timeend-timestart}")
print(f"Total Time Roles: {timeend_roles-timestart_roles}")
print(f"Total Time Types: {timeend_types-timestart_types}")
print(f"Total Time ISO: {timeend_iso-timestart_iso}")
print(f"Total Time All Bootstrap: {timeend_iso-timestart}")
def save_new_policy_dates(self, *args, **kwargs):
product_id = kwargs.get('product_id')
td = TypeDict()
print('Placeholder: for fake data removal.')
#product_frequency_type_id = kwargs.get('product_frequency_type_id')
product_frequency_type_id = td.get_id_of_name('product_frequency_type',
'monthly')
#Save Policy Dates
wait_period = 0
wait_period_type_id = None
cover_period = 0
cover_period_type_id = None
cover_from_date = date.today()
cover_to_date = None
outputlist = ProductPeriod.by_attr_all('product_id', product_id)
for item in outputlist:
#Period Effect
if item.product_period_effect_type_id == td.get_id_of_name(
'product_period_effect_type', 'active'):
#Cover period can get set here..
cover_period = item.time_period
cover_period_type_id = item.product_period_type_id
elif item.product_period_effect_type_id == td.get_id_of_name(
'product_period_effect_type', 'waiting'):
#Set Wait period here
wait_period = item.time_period
wait_period_type_id = item.product_period_type_id
#Evaluate the periods
cover_from_date = self.set_cover_from_date(cover_from_date,
wait_period,
wait_period_type_id)
cover_to_date = self.set_cover_to_date(cover_from_date, cover_period)
#Default vaules
accepted_date = date.today()
policy_date = date.today()
valid_from_date = cover_from_date
valid_to_date = cover_to_date
maturatity_date = None
member_age = kwargs.get("memberage", None)
# Maturity
if product.maturity_age and member_age:
#Then we can set the maturity date by obtaining the difference between the mmebers current age and the maturity age
maturatity_date = add_months_to_date(
date.today(), ((product.maturity_age - member_age) + 1))
#Save away the various dates as needed.
if accepted_date:
policy_date_id = self.write_new_policy_date({
'policy_id':
policy_id,
'policy_date_type_id':
td.get_id_of_name('policy_date_type', 'accepted'),
'date':
accepted_date,
})
if policy_date:
policy_date_id = self.write_new_policy_date({
'policy_id':
policy_id,
'policy_date_type_id':
td.get_id_of_name('policy_date_type', 'policy'),
'date':
policy_date,
})
if valid_from_date:
policy_date_id = self.write_new_policy_date({
'policy_id':
policy_id,
'policy_date_type_id':
td.get_id_of_name('policy_date_type', 'valid_from'),
'date':
valid_from_date,
})
if valid_to_date:
policy_date_id = self.write_new_policy_date({
'policy_id':
policy_id,
'policy_date_type_id':
td.get_id_of_name('policy_date_type', 'valid_to'),
'date':
valid_to_date,
})
if maturatity_date:
policy_date_id = self.write_new_policy_date({
'policy_id':
policy_id,
'policy_date_type_id':
td.get_id_of_name('policy_date_type', 'maturatity'),
'date':
maturatity_date,
})
return 'true'
def get_policy_card_header_html(self, policy_id=None, *args, **kwargs):
print('Placeholder: remove comment next line')
#if not policy_id: return ''
policy = Policy.by_id(policy_id)
print('Placeholder: remove comment next line')
#if not policy: return ''
member = Member.by_id(policy.policy_owner_id) if policy else None
print('Placeholder: remove comment next line')
#if not member: return ''
product = Product.by_id(policy.product_id) if policy else None
print('Placeholder: remove comment next line')
#if not product: return ''
#Get the person from Vault
print('Placeholder: for vault.')
print('Placeholder: left typedict here for sequenc.')
td = TypeDict()
print('Placeholder: for fake data removal.')
person = 'Placeholder for vault'
identity_number = '1234567890123'
name = 'Joe'
surname = 'Soap'
this_person = surname + ', ' + name + ' (' + identity_number + ')'
print('Placeholder: for fake data removel.')
if product: # Initial protective code. Testing only.
product_type_id = product.product_type_id
product_code = product.code
product_name = product.name
product_owner_id = product.product_owner_id
product_insurer_id = product.insurer_id
product_life_assured_type_id = product.product_life_assured_type_id
currency_id = product.currency_id
else:
product_type_id = td.get_id_of_name('product_type', 'voucher')
product_code = 'TEST001'
product_name = 'Test Product Number 001'
product_owner_id = 1
product_insurer_id = 2
product_life_assured_type_id = td.get_id_of_name(
'product_life_assured_type', 'member_and_family')
product_currency_id = 1
traditional = td.get_id_of_name('product_type', 'traditional')
fixed_price = td.get_id_of_name('product_price_initial_setup_type',
'fixed_price')
product_type = td.get_pretty_name('product_type', product_type_id)
life_assured_type = td.get_pretty_name('product_life_assured_type',
product_life_assured_type_id)
html = f"""
<div class="row">
<div class="col-md-12">
<div class="card">
<div class="card-header">
<div class="row d-flex">
<div class="col-md-9">
<h4 class="card-title">Create new Policy for: </h4>
<h3 class="card-title">{this_person}</h3>
</div>
<div class="col-md-3 text-right">
<button id="return_to_policy_list" class="btn btn-primary ml-auto">Return to Policy List</button>
</div>
</div>
<hr>
<div class="card-body">
<div class="row">
<div class="col-md-7">
<div class="form-group row">
<label class="col-md-3 col-form-label">{product_code} - </label>
<label class="col-md-3 col-form-label">{product_name}</label>
</div>
<div class="form-group row">
<label class="col-md-3 col-form-label">{_('Life(s) Assured: ')}</label>
<label class="col-md-3 col-form-label">{life_assured_type}</label>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
"""
return html
def get_new_voucher_policy_html(self, *args, **kwargs):
policy_id = kwargs.get('policy_id', None)
if not policy_id: return 'false'
policy = Policy.by_id(policy_id)
member = Member.by_id(policy.policy_holder_id) if policy else None
product = Product.by_id(policy.product_id) if policy else None
td = TypeDict()
#product_type_id = product.product_type_id
product_type_id = td.get_id_of_name('product_type', 'voucher')
product_type = td.get_pretty_name('product_type', product_type_id)
# HEADER
card_header = self.get_policy_card_header_html(policy_id)
# TAB 1
card_premium_and_dates = self.get_show_policy_premium_dates_html(
policy_id)
# TAB 2
card_beneficiary = self.get_show_policy_beneficiary_html(policy_id)
# TAB 3
card_loaders = self.get_show_policy_loaders_html(policy_id)
# TAB 4
card_policy_summary = self.get_show_policy_summary_html(policy_id)
# TAB 5
card_policy_accept = self.get_show_policy_accept_html(policy_id)
form_show_tab1 = f"""
<form id='form_edit_voucher_product'>
{card_premium_and_dates}
</form>
"""
form_show_tab2 = f"""
<form id='form_edit_voucher_product'>
{card_beneficiary}
</form>
"""
form_show_tab3 = f"""
<form id='form_edit_voucher_product'>
{card_loaders}
</form>
"""
form_show_tab4 = f"""
<form id='form_edit_voucher_product'>
{card_policy_summary}
</form>
"""
form_show_tab5 = f"""
<form id='form_edit_voucher_product'>
{card_policy_accept}
</form>
"""
html = f"""
{card_header}
<div class="row">
<div class="col-md-12 ml-auto mr-auto">
<div class="col-md-12 ml-auto mr-auto">
<ul class="nav nav-pills nav-pills-primary justify-content-center" role="tablist">
<li class="nav-item">
<a class="nav-link active" data-toggle="tab" href="#tab1" role="tablist">
Premium and Dates
</a>
</li>
<li class="nav-item">
<a class="nav-link" data-toggle="tab" href="#tab2" role="tablist">
Beneficiaries
</a>
</li>
<li class="nav-item">
<a class="nav-link" data-toggle="tab" href="#tab3" role="tablist">
Loaders
</a>
</li>
<li class="nav-item">
<a class="nav-link" data-toggle="tab" href="#tab4" role="tablist">
Summary
</a>
</li>
<li class="nav-item">
<a class="nav-link" data-toggle="tab" href="#tab5" role="tablist">
Acceptance
</a>
</li>
</ul>
</div>
<div class="tab-content tab-space tab-subcategories">
<div class="tab-pane active" id="tab1">
{form_show_tab1}
</div>
<div class="tab-pane" id="tab2">
{form_show_tab2}
</div>
<div class="tab-pane" id="tab3">
{form_show_tab3}
</div>
<div class="tab-pane" id="tab4">
{form_show_tab4}
</div>
<div class="tab-pane" id="tab5">
{form_show_tab5}
</div>
</div>
</div>
</div>
"""
return html