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 ''
SEARCHKEY_ALLOCATION_GROUP = 'Allocation_Group_SearchKeyword'
SEARCHKEY_ALLOCATION_FROM = 'Allocation_FromDate_SearchKeyword'
SEARCHKEY_ALLOCATION_PRODUCT = 'Allocation_Product_SearchKeyword'
SEARCHKEY_ALLOCATION_PRODUCT_CLASS = 'Allocation_ProductClass_SearchKeyword'
SEARCHKEY_GLEXTRACT_TO = 'GLExtract_ToDate_SearchKeyword'
SEARCHKEY_GLEXTRACT_GROUP = 'GLExtract_Group_SearchKeyword'
SEARCHKEY_GLEXTRACT_FROM = 'GLExtract_FromDate_SearchKeyword'
SEARCHKEY_GLEXTRACT_PRODUCT_CLASS = 'GLExtract_ProductClass_SearchKeyword'
SEARCHKEY_GLEXTRACT_ALLOCATION_TYPE = 'GLExtract_Allocation_Type_SearchKeyword'
SEARCHKEY_GLEXTRACT_CLAIM_VOUCHER_TYPE = 'GLExtract_Claim_Policy_Type_SearchKeyword'
DEFAULT_TO_DATE = datetime.date(datetime.now() - timedelta(days=1))
DEFAULT_FROM_DATE = DEFAULT_TO_DATE - timedelta(days=30)
TYPEUTIL = TypeDictionary()
class ReportController(BaseController):
def __init__(self, *args, **kwargs):
pass
@require(predicates.not_anonymous())
@expose('rocket.templates.generic')
def policy_sales(self, *args, **kwargs):
html = self.get_active_policy_sales_html(*args, **kwargs)
javascript = self.get_javascript_policy_sales_onload()
title = _("Policy Sales")
return dict(title=title, html=html, javascript=javascript)
@expose()
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