def setUp(self):
active_client = ActiveClientFactory(
birthday=datetime.datetime(1967, 1, 1))
financial_planning = FinancialPlanningFactory(
cdi=0.1213, ipca=0.075, active_client=active_client)
self.protection_manager = ProtectionManagerFactory(
financial_planning=financial_planning)
self.protection_manager.private_pensions.all().update(
value=20000, annual_investment=2000)
for life_insurance in self.protection_manager.life_insurances.all():
life_insurance.delete()
for private_pension in self.protection_manager.private_pensions.all():
private_pension.delete()
life_insurances = [
{'value_to_pay_annual': 2000, 'has_year_end': False},
{'value_to_pay_annual': 2000, 'has_year_end': True,
'year_end': 2020, },
{'value_to_pay_annual': 1000, 'has_year_end': True,
'year_end': 2023, }]
for life_insurance in life_insurances:
LifeInsuranceFactory(**life_insurance,
protection_manager=self.protection_manager)
private_pensions = [
{'annual_investment': 5000}, {'annual_investment': 3000},
{'annual_investment': 2000}, {'annual_investment': 8000},
]
for private_pension in private_pensions:
PrivatePensionFactory(protection_manager=self.protection_manager,
**private_pension)
def setUp(self):
active_client = ActiveClientFactory(
birthday=datetime.datetime(1977, 1, 1))
financial_planning = FinancialPlanningFactory(
active_client=active_client)
self.goal_manager = financial_planning.goal_manager
goal_type1 = GoalTypeFactory(name='Imóvel')
goal_type2 = GoalTypeFactory(name='Vestuário')
self.goal_hasnt_end_date = GoalFactory(has_end_date=False,
goal_type=goal_type1,
init_year=2021,
periodicity=3,
value=50000,
goal_manager=self.goal_manager)
self.goal_has_end_date = GoalFactory(has_end_date=True,
goal_type=goal_type2,
init_year=2021,
periodicity=3,
value=50000,
end_year=2031,
goal_manager=self.goal_manager)
self.array_flow_without_date = [
0, 0, 0, 0, 50000, 0, 0, 50000, 0, 0, 50000, 0, 0, 50000, 0, 0,
50000, 0, 0, 50000
]
self.array_flow_with_date = [
0, 0, 0, 0, 50000, 0, 0, 50000, 0, 0, 50000, 0, 0, 50000, 0, 0, 0,
0, 0, 0
]
def setUp(self):
self.cost_manager = CostManagerFactory()
active_client = ActiveClientFactory(
birthday=datetime.datetime(1967, 1, 1))
self.patrimony = PatrimonyFactory()
self.patrimony.incomes.all().update(value_monthly=55000,
thirteenth=False,
vacation=False)
for active in self.patrimony.activemanager.actives.all():
active.delete()
data = [{
'value': 30000.00,
'rate': 1.1879
}, {
'value': 321200.00,
'rate': 0.7500
}, {
'value': 351200.00,
'rate': 0.7500
}]
for active in data:
ActiveFactory(**active,
active_manager=self.patrimony.activemanager)
ArrearageFactory(patrimony=self.patrimony, value=351200.00)
self.goal_manager = GoalManagerFactory()
GoalFactory.create_batch(4,
goal_manager=self.goal_manager,
init_year=2017,
end_year=2027,
value=2500,
periodicity=1)
self.financial_independence = FinancialIndependenceFactory(
duration_of_usufruct=35,
remain_patrimony=30000,
)
self.financial_planning = FinancialPlanningFactory(
active_client=active_client,
cost_manager=self.cost_manager,
patrimony=self.patrimony,
financial_independence=self.financial_independence,
goal_manager=self.goal_manager,
cdi=0.1213,
)
protection_manager = ProtectionManagerFactory(
financial_planning=self.financial_planning)
for private_pension in protection_manager.private_pensions.all():
private_pension.delete()
for life_insurance in protection_manager.life_insurances.all():
life_insurance.delete()
LifeInsuranceFactory(protection_manager=protection_manager,
value_to_pay_annual=2000,
has_year_end=False)
def setUp(self):
self.cost_manager = CostManagerFactory()
active_client = ActiveClientFactory(
birthday=datetime.datetime(1967, 1, 1))
self.financial_planning = FinancialPlanningFactory(
active_client=active_client,
cost_manager=self.cost_manager,
)
def setUp(self):
active_client = ActiveClientFactory(
birthday=datetime.datetime(1967, 1, 1))
self.financial_planning = FinancialPlanningFactory(
active_client=active_client,
target_profitability=1.10,
cdi=0.1213,
ipca=0.075)
def setUp(self):
self.financial_independence = FinancialIndependenceFactory(
duration_of_usufruct=35,
remain_patrimony=30000,
)
active_client = ActiveClientFactory(
birthday=datetime.datetime(1967, 1, 1))
self.financial_planning = FinancialPlanningFactory(
active_client=active_client,
financial_independence=self.financial_independence,
)
def setUp(self):
self.employee = EmployeeMainFactory()
self.financial_adviser = FinancialAdviserMainFactory()
self.active_client = ActiveClientFactory()
self.client_test = ClientTest()
jwt_payload_handler = api_settings.JWT_PAYLOAD_HANDLER
jwt_encode_handler = api_settings.JWT_ENCODE_HANDLER
payload = jwt_payload_handler(self.employee)
self.token = jwt_encode_handler(payload)
def test_get_related_many(self):
second_client = ActiveClientFactory()
self.financial_adviser.clients.add(self.active_client, second_client)
relationship = Relationship(self.financial_adviser,
related_name='clients')
related = relationship.get_related()
self.assertEqual(related, second_client)
def setUp(self):
active_client = ActiveClientFactory(
birthday=datetime.datetime(1967, 1, 1))
financial_planning = FinancialPlanningFactory(
active_client=active_client)
goal_manager = financial_planning.goal_manager
self.financial_independence = financial_planning.financial_independence
self.financial_independence.rate = 0.02
goals_type = [{
'name': 'Casa Extra'
}, {
'name': 'Compra De Cotas Societárias'
}, {
'name': 'Moradia'
}, {
'name': 'Reforma e Manutenção Da Casa'
}, {
'name': 'Viagens'
}]
data_goal_type = []
for goal_type in goals_type:
data_goal_type.append(GoalTypeFactory(**goal_type))
goals = [{
'value': 200000,
'init_year': 2018,
'end_year': 2018
}, {
'value': 500000,
'init_year': 2022,
'end_year': 2022
}, {
'value': 1000000,
'init_year': 2021,
'end_year': 2021
}, {
'value': 140000,
'init_year': 2025,
'end_year': 2025
}, {
'value': 50000,
'init_year': 2023,
'end_year': 2023
}]
self.data_goals = []
for goal_type, goal in zip(data_goal_type, goals):
self.data_goals.append(
GoalFactory(**goal,
goal_type=goal_type,
goal_manager=goal_manager))
def setUp(self):
active_client = ActiveClientFactory(
birthday=datetime.datetime(1967, 1, 1))
financial_planning = FinancialPlanningFactory(
active_client=active_client, ipca=0.075)
protection_manager = ProtectionManagerFactory(
financial_planning=financial_planning)
reserve_in_lack = _create_reserve_in_lack()
protection_manager = reserve_in_lack.protection_manager
protection_manager.financial_planning = financial_planning
for private_pension in protection_manager.private_pensions.all():
private_pension.delete()
for life_insurance in protection_manager.life_insurances.all():
life_insurance.delete()
private_pensions = [
{'value': 20000, 'annual_investment': 2000, 'rate': 0.1213},
{'value': 4000, 'annual_investment': 200, 'rate': 0.09},
{'value': 4000, 'annual_investment': 200, 'rate': 0.09},
]
self.private_pensions_array = []
for private_pension in private_pensions:
element = PrivatePensionFactory(
**private_pension, protection_manager=protection_manager)
self.private_pensions_array.append(element)
life_insurances = [
{'value_to_pay_annual': 2000, 'value_to_recive': 500000,
'actual': True},
{'value_to_pay_annual': 2000, 'value_to_recive': 200000,
'actual': False},
{'value_to_pay_annual': 1000, 'value_to_recive': 300000,
'actual': True},
{'value_to_pay_annual': 1000, 'value_to_recive': 300000,
'actual': True},
]
for life_insurance in life_insurances:
LifeInsuranceFactory(**life_insurance,
protection_manager=protection_manager)
self.future_patrimony_succession =\
protection_manager.future_patrimony_succession
self.future_patrimony_succession.itcmd_tax = 0.06
self.future_patrimony_succession.oab_tax = 0.05
self.future_patrimony_succession.other_taxes = 0.02
self.protection_manager = protection_manager
def test_get_related_many_wrong_pk(self):
second_client = ActiveClientFactory()
self.financial_adviser.clients.add(self.active_client, second_client)
wrong_pk = 12312312
relationship = Relationship(self.financial_adviser,
related_name='clients',
pk=wrong_pk)
with self.assertRaisesMessage(
ObjectDoesNotExist, "Was not possible to get the object"
" indicated by the information passed."
" 'pk' not found."):
relationship.get_related()
def test_not_save_active_client_with_repeated_cpf(self):
active_client = ActiveClientFactory()
active_client = ActiveClient.objects.last()
active_client2 = ActiveClientFactory()
active_client2 = ActiveClient.objects.last()
active_client2.cpf = active_client.cpf
with self.assertRaises(ValidationError):
active_client2.save()
def setUp(self):
active_client = ActiveClientFactory(
birthday=datetime.datetime(1967, 1, 1))
self.patrimony = PatrimonyFactory()
self.patrimony.incomes.all().update(value_monthly=1212.2)
FinancialPlanningFactory(active_client=active_client,
patrimony=self.patrimony)
self.common_income = IncomeFactory(value_monthly=1200,
thirteenth=False,
patrimony=self.patrimony,
vacation=False)
self.income_with_thirteenth = IncomeFactory(value_monthly=1200.00,
thirteenth=True,
patrimony=self.patrimony,
vacation=False)
self.income_with_vacation = IncomeFactory(value_monthly=1200,
thirteenth=False,
patrimony=self.patrimony,
vacation=True)
ArrearageFactory(patrimony=self.patrimony, value=351200.00, period=3)
RealEstateFactory(patrimony=self.patrimony, salable=True)
def setUp(self):
self.active_client = ActiveClientFactory()
self.user = User.objects.last()
def test_not_save_active_client_with_account_number_wrong(self):
self.active_client = ActiveClientFactory()
bank_account = BankAccount.objects.last()
bank_account.account = "1212-1"
with self.assertRaises(ValidationError):
bank_account.save()
def setUp(self):
self.active_client = ActiveClientFactory()
self.financial_planning = FinancialPlanningFactory()
self.financial_adviser = FinancialAdviserFactory()
self.patrimony = PatrimonyFactory()
def test_not_save_active_client_with_phone_number_wrong(self):
self.active_client = ActiveClientFactory()
active_client = ActiveClient.objects.last()
active_client.telephone = "9999-9999"
with self.assertRaises(ValidationError):
active_client.save()
def test_not_save_active_client_with_cpf_wrong(self):
self.active_client = ActiveClientFactory()
active_client = ActiveClient.objects.last()
active_client.cpf = "12345678901"
with self.assertRaises(ValidationError):
active_client.save()
def test_save_active_client_with_cpf_right(self):
self.active_client = ActiveClientFactory()
active_client = ActiveClient.objects.last()
active_client.cpf = "85726391012"
active_client.save()
self.assertEqual(ActiveClient.objects.last(), active_client)
def setUp(self):
self.active_client = ActiveClientFactory.build()
self.client = ClientFactory.build()
def test_save_active_client_with_phone_number_right(self):
self.active_client = ActiveClientFactory()
active_client = ActiveClient.objects.last()
active_client.telephone = "(61) 9999-9999"
active_client.save()
self.assertEqual(ActiveClient.objects.last(), active_client)
def test_save_active_client_with_account_number_right(self):
self.active_client = ActiveClientFactory()
bank_account = BankAccount.objects.last()
bank_account.account = "12121-1"
bank_account.save()
self.assertEqual(BankAccount.objects.last(), bank_account)