def verify_uploaded_document(self):
assert utils.get_temp_data(self.config, "document")["category"] == LeadDocumentsPage(self.config).get_category_text(), \
"Incorrect document category name"
assert utils.get_temp_data(self.config, "document")['subcategory'] == LeadDocumentsPage(self.config).get_subcategory_text(), \
"Incorrect document subcategory name"
assert datetime.datetime.now().strftime("%d/%m/%Y") in LeadDocumentsPage(self.config).get_created_on_date(), \
"Incorrect created on date"
def create_fee_cash_receipt(self):
client = utils.get_temp_data(self.config, "client")
fee = utils.get_temp_data(self.config, "fee")
CashReceiptSearchPage(self.config).click_select_category()\
.select_fee_category()\
.fill_in_amount(fee["net"]["amount"])\
.fill_in_description(client["name"])\
.click_create()
return self
def verify_recommendation_status_for_clients(self):
client1_rec = self._get_recommendation_status_for_client(
utils.get_temp_data(self.config, 'client')["name"])
assert 'Accepted' in client1_rec and len(client1_rec) == 1, \
f"Expected status is Accepted. Observed status is {client1_rec}"
client2_rec = self._get_recommendation_status_for_client(
utils.get_temp_data(self.config, 'client', 1)["name"])
assert 'New' in client2_rec and len(client2_rec) == 1, \
f"Expected status is New. Observed status is {client2_rec}"
return self
def verify_uploaded_data_synced(self):
utils.update_temp_data(self.config, "lead", 0, "id",
LeadDetailsPage(self.config).get_lead_id())
assert LeadDetailsPage(
self.config).get_full_name_value() == utils.get_temp_data(
self.config,
"lead")["person"]["firstName"] + " " + utils.get_temp_data(
self.config,
"lead")["person"]["lastName"], "Lead not found"
return self
def upload_pdf_document(self):
utils.add_temp_data(self.config, "document", {"category": utils.get_common_data(
self.config)["test_data"]["document_data"]["document_category"]})
utils.update_temp_data(self.config, "document", 0, "subcategory", utils.get_common_data(
self.config)["test_data"]["document_data"]["document_subcategory"])
self.dialog \
.click_file_type() \
.select_document_category(utils.get_temp_data(self.config, "document")["category"]) \
.select_document_subcategory(utils.get_temp_data(self.config, "document")['subcategory']) \
.send_file_url() \
.click_upload_button()
return self.journey
def start_rebalance_communication(self):
rebalance_recommendation_commentary = "Rebalance Recommendation Commentary " + fakedata.rand_text(
)
model_update_recommendation_commentary = "Model Update Recommendation Commentary " + fakedata.rand_text(
)
no_action_recommendation_commentary = "No Action Recommendation Commentary " + fakedata.rand_text(
)
utils.add_temp_data(self.config, "rebalance_recommendation", {
"rebalance": {
"commentary": rebalance_recommendation_commentary
}
})
utils.add_temp_data(
self.config, "rebalance_recommendation", {
"rebalance": {
"commentary": model_update_recommendation_commentary
}
})
utils.add_temp_data(self.config, "rebalance_recommendation", {
"rebalance": {
"commentary": no_action_recommendation_commentary
}
})
self.dialog.fill_in_rebalance_recommendation_commentary(rebalance_recommendation_commentary)\
.fill_in_model_update_recommendation_commentary(model_update_recommendation_commentary)\
.fill_in_no_action_recommendation_commentary(no_action_recommendation_commentary)
utils.execute_click_for_all_webelements(
self.dialog.get_models_that_apply_checkbox_elements())
self.dialog.click_model_that_apply(utils.get_temp_data(self.config, "imps_model")["name"])\
.click_proceed()\
.close_io_dialog()
return self.journey
def assert_lead_exists(self):
leaddetails = LeadDetailsPage(self.config)
assert leaddetails.is_title_matches(
), "Title does not match the lead details page"
assert leaddetails.get_lead_bar_info() == \
utils.get_temp_data(self.config, "lead")["person"]["firstName"] + ' ' + utils.get_temp_data(self.config, "lead")["person"]["lastName"], "Lead name not matching"
return self
def verify_client_not_present_in_result(self):
client = get_temp_data(self.config, "client")
clientsearch = ClientSearch.ClientQuickSearchResult(self.config)
assert not is_string_present(clientsearch.get_client_search_result(), client["person"]["firstName"]), \
"User is present in the list."
assert not is_string_present(clientsearch.get_client_search_result(), client["person"]["lastName"]), \
"User is present in the list."
return self
def search_for_client(self):
client = get_temp_data(self.config, "client")
ClientSearch(self.config)\
.click_clear_button()\
.fill_in_firstname(client["person"]["firstName"])\
.fill_in_lastname(client["person"]["lastName"])\
.click_go_button()
return self
def add_mortgage_plan_details(self):
data = get_common_data(
self.config)["test_data"]["mortgage_plan_data"]
second_client = get_temp_data(self.config, "client", 1)
self.wizard.mortgage_plan_stage().select_second_owner(second_client["name"])\
.fill_in_price_valuation(data["price_valuation"])\
.fill_in_deposit_equity(data["deposit_equity"])
return self
def search_and_open_lead(self):
lead = utils.get_temp_data(self.config, "lead")
LeadSearchPage(self.config).clear_first_name()\
.clear_last_name()\
.fill_in_first_name(lead["person"]["firstName"])\
.fill_in_last_name(lead["person"]["lastName"])\
.select_lead_status_by_text("Initial")\
.click_search_button()\
.click_open()
return self
def add_switch_recommendation_details(self):
rec_name = fakedata.rand_intsuffix(
'Automation Test Recommendation ')
utils.add_temp_data(self.config, "recommendation",
{"name": rec_name})
self.dialog.wait_until_please_wait_spinner_present()\
.fill_in_recommendation_name(rec_name)\
.select_existing_plan(str(utils.get_temp_data(self.config, "plan")["id"]))\
.wait_until_please_wait_spinner_present()
return self
def match_fee(self):
fee = utils.get_temp_data(self.config, "fee")
self.dialog.click_clear()\
.fill_in_io_ref(fee["sequentialRef"])\
.click_search()\
.wait_search_results_appear()\
.select_first_search_result_record()\
.click_match()\
.close_io_dialog()
return self.journey
def using_planning_opportunities(self):
BaseClientPage(self.config)\
.level3_menu()\
.click_advice()
ViewPlanningOpportunitiesPage(self.config)\
.fill_in_sequential_ref(utils.get_temp_data(self.config, "opportunity")["reference"])\
.click_filter()\
.wait_until_please_wait_spinner_present()\
.click_first_enter_planning_button()\
.wait_until_please_wait_spinner_present()
return PlanningOpportunities._AdvicePlanning(self)
def add_basic_lead_details(self):
utils.add_temp_data(
self.config, "lead", {
"person": {
"firstName": fakedata.rand_firstname(
self, "first_name"),
"lastName": fakedata.rand_lastname(self, "last_name")
}
})
basic_details = self.wizard.basic_details_stage()
basic_details.goto_stage()
basic_details.page.fill_in_form(
utils.get_common_data(
self.config)["test_data"]["add_basic_lead_details"],
basic_details)
basic_details.fill_in_first_name_field(
utils.get_temp_data(self.config,
"lead")["person"]["firstName"])
basic_details.fill_in_last_name_field(
utils.get_temp_data(self.config, "lead")["person"]["lastName"])
return self
def verify_existing_and_new_funds_present(self):
current_fund_names_list = utils.get_str_list_from_list_of_webelements(
self.dialog.get_funds_names())
expected_fund_list = json.loads(
utils.get_api_test_data(
self.config, "create_basic_imps_model"))["funds"]
expected_fund_list.append(
utils.get_temp_data(self.config, "fund_holding")["fund"])
expected_fund_names_list = [
fund["name"] for fund in expected_fund_list
]
assert set(current_fund_names_list) == set(expected_fund_names_list), \
f"Expected funds are {expected_fund_names_list}. Observed funds are {current_fund_names_list}"
return self
def allocate_statement(self):
data =utils.get_common_data(self.config)["test_data"]["provider_statement_data"]
client = utils.get_temp_data(self.config, "client")
StatementSearchPage(self.config) \
.click_open() \
.select_fee_type(data["int_fee"]) \
.fill_in_client_name(client["name"]) \
.fill_in_fee_amount(data["amount"]) \
.click_create()\
.wait_until_please_wait_spinner_present()\
.click_save()\
.click_allocate()\
.click_clear()\
.fill_in_first_name(client["person"]["firstName"]) \
.click_search() \
.select_first_line_item() \
.click_allocate() \
.select_first_link_to_fee() \
.click_allocate_to_fee() \
.wait_until_please_wait_spinner_present()
StatementSearchPage(self.config).click_close()
return self
def add_current_employment_record(self):
utils.add_temp_data(
self.config, "client", {
"employment_data":
utils.get_common_data(
self.config)["test_data"]["gff_employment_data"]
})
data = utils.get_temp_data(self.config,
"client")["employment_data"]
data['occupation'] = data['occupation'] + fakedata.rand_text(5)
data['employer_name'] = data[
'employer_name'] + fakedata.rand_text(5)
self.wizard.click_add_current_employment_record()
title = self.wizard.employment_title_stage()
title.goto_stage()
title.select_job_title(data['status'])
occupation = self.wizard.occupation_stage()
occupation.goto_stage()
occupation.fill_in_occupation(data['occupation'])
employer = self.wizard.employer_stage()
employer.goto_stage()
employer.fill_in_employer_name(data['employer_name'])
start_date = self.wizard.date_stage()
start_date.goto_stage()
start_date.fill_in_start_date(data['start_date'].split('/')[0])\
.fill_in_start_month(data['start_date'].split('/')[1])\
.fill_in_start_year(data['start_date'].split('/')[2])
income = self.wizard.income_stage()
income.goto_stage()
overtime = self.wizard.overtime_stage()
overtime.goto_stage()
bonus = self.wizard.bonus_stage()
bonus.goto_stage()
self.wizard.click_next_button()
review = self.wizard.review_stage()
review.click_save_and_close_button()
return self
def verify_second_owner_name(self):
second_client = get_temp_data(self.config, "client", 1)
assert MortgagePlanSummaryPage(self.config).get_second_owner_name() == second_client["name"], \
"Incorrect Second owner name."
return self
def verify_message_present_in_sent_messages(self):
assert self.page.get_message_title() == get_temp_data(
self.config,
"secure_message")["subject"], "Subject does not match"
def open_opportunity(self):
self.page.click_open(utils.get_temp_data(self.config, "opportunity")["id"])
return ClientOpportunities._ClientOpportunity(self)
def verify_client_not_present_in_recent_clients(self):
client = get_temp_data(self.config, "client")
is_string_present(UserDashboardPage(self.config).get_recent_clients(), client["person"]["firstName"])
return self
def assert_lead_converted_to_client_exists(self):
lead = get_temp_data(self.config, "lead")
clientdashboard = ClientDashboardPage(self.config)
assert clientdashboard.is_title_matches(), "Title does not match the client dashboard"
assert clientdashboard.get_client_bar_info() == lead["person"]["firstName"] + ' ' + lead["person"]["lastName"]
def search_cash_receipt(self):
client = utils.get_temp_data(self.config, "client")
CashReceiptSearchPage(self.config).click_clear()\
.fill_in_description_search(client["name"])\
.click_search().wait_until_please_wait_spinner_present()
return self
