def using_add_fee_dialog(self): clientdashboardpage = ClientDashboardPage(self.config) clientdashboardpage.client_actions_menu() \ .hover_over_client_actions() \ .add_fee() self.dialog = Fee._AddFeeDialog(clientdashboardpage, self) return self.dialog
def using_upload_document_dialog(self): ClientDashboardPage(self.config)\ .client_actions_menu()\ .hover_over_client_actions()\ .click_upload_document() return UploadDocument._UploadDocumentDialog( ClientDashboardPage(self.config), self)
def using_source_mortgage_dialog(self): ClientDashboardPage(self.config) \ .client_actions_menu() \ .hover_over_client_actions() \ .add_source_mortgage() self.dialog = SourceMortgage._SourceMortgageDialog( ClientDashboardPage(self.config), self) return self.dialog
def select_category(self, category): client_dashboard_page = ClientDashboardPage(self.config) categorieslist = client_dashboard_page.hover_over_generate( ).get_categories_list() client_dashboard_page\ .hover_over_generate()\ .click_category(get_web_element_from_list_by_text(categorieslist, category)) return self.journey
def using_add_plan_wizard(self): ClientDashboardPage(self.config).level3_menu().click_plans() ClientListPlansPage(self.config).client_actions_menu()\ .hover_over_client_actions()\ .add_plan() self.wizard = AddInvestmentPlan._PlanWizard(self) return self.wizard
def navigate_to_manage_users(self): ClientDashboardPage(self.config).level1_menu( ).hover_over_navigation_menu().click_administration() AdministrationPage(self.config).level2_menu().click_manage_users() assert UsersSearchPage(self.config).is_title_matches( ), "Title does not match the Users page" return self
def using_add_plan_wizard(self): ClientDashboardPage(self.config) \ .client_actions_menu() \ .hover_over_client_actions() \ .add_plan() self.plan_wizard = AddRetirementPlan._PlanWizard(self) return self.plan_wizard
def using_get_new_illustration_window(self): ClientDashboardPage(self.config) \ .client_actions_menu() \ .hover_over_client_actions() \ .click_get_illustration() utils.switch_to_window_by_name(self, "legacyPopup") return self
def using_add_relationship_wizard(self): ClientDashboardPage(self.config)\ .client_actions_menu() \ .hover_over_client_actions() \ .add_relationship() self.wizard = AddRelationship._RelationshipWizard(self) return self.wizard
def using_add_scheme_wizard(self): ClientDashboardPage(self.config) \ .client_actions_menu() \ .hover_over_client_actions() \ .add_scheme() self.wizard = CompleteSchemes._AddSchemeWizard(self) return self.wizard
def search_for_client(self): ClientDashboardPage(self.config).click_clients_tab() ClientSearch(self.config)\ .select_search_option(utils.get_common_data(self.config)["test_data"]["client_search_data"]["full_search"])\ .click_clear_button() \ .fill_in_firstname(self.firstname) \ .fill_in_lastname(self.lastname) Search(self.config).search_and_open_first_link() return self
def navigate_to_needs_questions(self): ClientDashboardPage(self.config).level1_menu( ).hover_over_navigation_menu().click_administration() AdministrationPage(self.config).level2_menu().click_organisation() BaseOrganisationPage(self.config).level3_menu().click_factfind() BaseOrganisationFactFindPage( self.config).level4_menu().click_needs_questions() assert NeedsQuestionsPage(self.config).is_title_matches( ), "Title does not match the Needs Questions page" self.needs_questions_journey = SetupNeedsAndPrioritiesQuestions._NeedsQuestionsJourney( self) return self.needs_questions_journey
def using_add_plan_wizard(self): ClientDashboardPage(self.config).client_actions_menu( ).hover_over_client_actions().add_plan() self.wizard = AddProtectionPlan._PlanWizard(self) return self.wizard
def navigate_to_personal_tab(self): ClientDashboardPage(self.config).level3_menu().click_details() BaseDetailsPage(self.config).details_navigation_menu().click_personal_tab() return self
def navigate_to_mi_report(self): ClientDashboardPage(self.config).level1_menu().hover_over_navigation_menu().click_mi_reports() return self
def verify_second_life_name(self): assert ClientDashboardPage(self.config).get_client_bar_info() == self.config.second_life_firstname + " " + \ self.config.second_life_lastname, "Second life name not matching" return self
def navigate_to_portfolio_report_page(self): ClientDashboardPage(self.config).level3_menu().click_reports() BaseReportsPage(self.config).click_run_protfolio_report() return self
def navigate_to_plans_tab(self): ClientDashboardPage(self.config).level3_menu().click_plans() return self
def navigate_to_opportunity_page(self): ClientDashboardPage(self.config).level3_menu().click_opportunities() return self
def open_document_queue(self): ClientDashboardPage(self.config).level3_menu().click_documents() BaseDocumentsPage(self.config).click_document_queue() return self
def verify_client_created(self): assert ClientDashboardPage( self.config).get_client_bar_info() == \ self.firstname + " " + self.lastname, "Client not successfully created" return self
def using_document_generation_dialog(self): return GenerateDocument._GenerateTemplateDialog( ClientDashboardPage(self.config), self)
def click_export_client_data(self): ClientDashboardPage(self.config).client_actions_menu( ).hover_over_client_actions().export_client_data() return self
def navigate_to_factfind(self): ClientDashboardPage(self.config).level3_menu().click_factfind() return self
def navigate_to_quotes_apps_tab(self): ClientDashboardPage(self.config).level3_menu().click_quotes_apps() return self
def navigate_to_quotes_and_apps(self): ClientDashboardPage(self.config).level3_menu().click_quotes_apps() QuotesAppsPage(self.config).click_quotes_apps() return GetClientQuote._QuotesAndApps(self)
def verify_first_life_name(self): assert ClientDashboardPage(self.config).get_client_bar_info() == \ self.wizard.firstname + ' ' + self.wizard.lastname, "First life name not matching" return self
def navigate_to_quotes_and_illustrations(self): ClientDashboardPage(self.config).level3_menu().click_quotes_apps() QuotesAppsPage(self.config).click_quotes_illustrations() return self
def navigate_to_service_case_page(self): ClientDashboardPage(self.config).level3_menu().click_service_case() 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"]