def create_party(business_id: int,
party_info: dict,
create: bool = True) -> Party:
"""Create a new party or get them if they already exist."""
party = None
if create:
party = PartyRole.find_party_by_name(
business_id=business_id,
first_name=party_info['officer'].get('firstName', '').upper(),
last_name=party_info['officer'].get('lastName', '').upper(),
middle_initial=party_info['officer'].get('middleInitial',
'').upper(),
org_name=party_info.get('orgName', '').upper())
if not party:
party = Party(
first_name=party_info['officer'].get('firstName', '').upper(),
last_name=party_info['officer'].get('lastName', '').upper(),
middle_initial=party_info['officer'].get('middleInitial',
'').upper(),
title=party_info.get('title', '').upper(),
organization_name=party_info.get('orgName', '').upper())
# add addresses to party
if party_info.get('deliveryAddress', None):
address = create_address(party_info['deliveryAddress'],
Address.DELIVERY)
party.delivery_address = address
if party_info.get('mailingAddress', None):
mailing_address = create_address(party_info['mailingAddress'],
Address.MAILING)
party.mailing_address = mailing_address
return party
def test_party_json(session):
"""Assert the json format of party member."""
person = Party(party_type=Party.PartyTypes.PERSON.value,
first_name='Michael',
last_name='Crane',
middle_initial='Joe',
title='VP')
person_json = {
'officer': {
'firstName': person.first_name,
'lastName': person.last_name,
'middleInitial': person.middle_initial
},
'title': person.title
}
organization = Party(party_type=Party.PartyTypes.ORGANIZATION.value,
organization_name='organization')
organization_json = {
'officer': {
'organizationName': organization.organization_name,
},
}
assert person.json == person_json
assert organization.json == organization_json
def add_business_directors(business, directors_json):
for director in directors_json['directors']:
delivery_address = create_delivery_address(director['deliveryAddress'])
# create person/organization get them if they already exist
party = Party.find_by_name(
first_name=director['officer'].get('firstName', '').upper(),
last_name=director['officer'].get('lastName', '').upper(),
organization_name=director.get('organization_name', '').upper())
if not party:
party = Party(
first_name=director['officer'].get('firstName', '').upper(),
last_name=director['officer'].get('lastName', '').upper(),
middle_initial=director['officer'].get('middleInitial',
'').upper(),
title=director.get('title', '').upper(),
organization_name=director.get('organization_name',
'').upper())
# add addresses to party
party.delivery_address = delivery_address
# create party role and link party to it
party_role = PartyRole(
role=PartyRole.RoleTypes.DIRECTOR.value,
appointment_date=director.get('appointmentDate'),
cessation_date=director.get('cessationDate'),
party=party)
business.party_roles.append(party_role)
def test_party_role_json(session):
"""Assert the json format of party role."""
identifier = 'CP1234567'
business = factory_business(identifier)
member = Party(
first_name='Michael',
last_name='Crane',
middle_initial='Joe',
title='VP',
)
member.save()
# sanity check
assert member.id
party_role = PartyRole(
role=PartyRole.RoleTypes.DIRECTOR.value,
appointment_date=datetime.datetime(2017, 5, 17),
cessation_date=None,
party_id=member.id,
business_id=business.id
)
party_role.save()
party_role_json = {
'appointmentDate': party_role.appointment_date.date().isoformat(),
'cessationDate': party_role.cessation_date,
'role': party_role.role,
'officer': {
'firstName': member.first_name,
'lastName': member.last_name,
'middleInitial': member.middle_initial
},
'title': member.title
}
assert party_role.json == party_role_json
def copy_over_dirs():
# add directors as party members
select_string = 'select * from directors'
directors = db.session.execute(select_string)
count = 0
for row in directors:
first_name = row[1]
middle_initial = row[2]
last_name = row[3]
title = row[4]
appointment_date = row[5]
cessation_date = row[6]
business_id = row[7]
address_id = row[8]
mailing_address_id = row[9]
try:
member = Party.find_by_name(
first_name=first_name.upper(),
last_name=last_name.upper(),
organization_name=None
)
if not member:
# initialize member
member = Party(
first_name=first_name,
middle_initial=middle_initial,
last_name=last_name,
title=title,
delivery_address_id=address_id,
mailing_address_id=mailing_address_id
)
# initialize member role
member_role = PartyRole(
role=PartyRole.RoleTypes.DIRECTOR.value,
appointment_date=appointment_date,
cessation_date=cessation_date,
business_id=business_id,
party=member
)
db.session.add(member_role)
db.session.commit()
except Exception as err:
print(f'Error: {err}')
print(f'director: {row}')
print(f'party: {member}')
count += 1
continue
print(f'failed to add {count}')
def test_party_save(session):
"""Assert that the party member saves correctly."""
member1 = Party(first_name='Michael',
last_name='Crane',
middle_initial='Joe',
title='VP')
member2 = Party(party_type=Party.PartyTypes.ORGANIZATION.value,
organization_name='organization')
member1.save()
member2.save()
assert member1.id
assert member2.id
def add_business_directors(business: Business, directors_json: dict):
"""Create directors and add them to business."""
for director in directors_json['directors']:
delivery_address = create_address(director['deliveryAddress'],
Address.DELIVERY)
mailing_address = create_address(director['mailingAddress'],
Address.MAILING)
# create person/organization or get them if they already exist for corp
party = PartyRole.find_party_by_name(
business_id=business.id,
first_name=director['officer'].get('firstName', '').upper(),
last_name=director['officer'].get('lastName', '').upper(),
middle_initial=director['officer'].get('middleInitial',
'').upper(),
org_name=director.get('organization_name', '').upper())
if not party:
party = Party(
first_name=director['officer'].get('firstName', '').upper(),
last_name=director['officer'].get('lastName', '').upper(),
middle_initial=director['officer'].get('middleInitial',
'').upper(),
title=director.get('title', '').upper(),
organization_name=director.get('organization_name',
'').upper())
# add addresses to party
party.delivery_address = delivery_address
party.mailing_address = mailing_address
# create party role and link party to it
party_role = PartyRole(
role=PartyRole.RoleTypes.DIRECTOR.value,
appointment_date=director.get('appointmentDate'),
cessation_date=director.get('cessationDate'),
party=party)
business.party_roles.append(party_role)
def test_invalid_org_party_type(session):
"""Assert the party model validates the party type correctly."""
member1 = Party(party_type=Party.PartyTypes.ORGANIZATION.value,
first_name='invalid',
last_name='name',
middle_initial='test',
title='INV')
member2 = Party(party_type=Party.PartyTypes.PERSON.value,
organization_name='organization')
with pytest.raises(BusinessException) as party_type_err1:
member1.save()
session.rollback()
with pytest.raises(BusinessException) as party_type_err2:
member2.save()
assert party_type_err1 and party_type_err2
assert party_type_err1.value.status_code == HTTPStatus.BAD_REQUEST
assert party_type_err2.value.status_code == HTTPStatus.BAD_REQUEST
def factory_party_role(delivery_address: Address, mailing_address: Address,
officer: dict, appointment_date: datetime,
cessation_date: datetime,
role_type: PartyRole.RoleTypes):
"""Create a role."""
party = Party(first_name=officer['firstName'],
last_name=officer['lastName'],
middle_initial=officer['middleInitial'])
party.delivery_address = delivery_address
party.mailing_address = mailing_address
party.save()
party_role = PartyRole(role=role_type.value,
appointment_date=appointment_date,
cessation_date=cessation_date,
party_id=party.id)
return party_role
def test_find_party_by_name(session):
"""Assert the find_party_by_name method works as expected."""
# setup
identifier = 'CP1234567'
business = factory_business(identifier)
person = Party(
first_name='Michael',
last_name='Crane',
middle_initial='Joe',
title='VP',
)
person.save()
no_middle_initial = Party(
first_name='Testing',
last_name='NoMiddleInitial',
middle_initial='',
)
no_middle_initial.save()
org = Party(
organization_name='testOrg',
party_type=Party.PartyTypes.ORGANIZATION.value
)
org.save()
# sanity check
assert person.id
assert org.id
director1 = PartyRole(
role=PartyRole.RoleTypes.DIRECTOR.value,
appointment_date=datetime.datetime(2017, 5, 17),
cessation_date=None,
party_id=person.id,
business_id=business.id
)
director1.save()
director2 = PartyRole(
role=PartyRole.RoleTypes.DIRECTOR.value,
appointment_date=datetime.datetime(2017, 5, 17),
cessation_date=None,
party_id=no_middle_initial.id,
business_id=business.id
)
director2.save()
completing_party = PartyRole(
role=PartyRole.RoleTypes.COMPLETING_PARTY.value,
appointment_date=datetime.datetime(2017, 5, 17),
cessation_date=None,
party_id=org.id,
business_id=business.id
)
completing_party.save()
# call method
should_be_none = PartyRole.find_party_by_name(
business_id=business.id,
first_name='Test',
last_name='Test',
middle_initial='',
org_name=''
)
should_not_find_michael = PartyRole.find_party_by_name(
business_id=business.id,
first_name='Michael',
last_name='Crane',
middle_initial='',
org_name=''
)
should_find_michael = PartyRole.find_party_by_name(
business_id=business.id,
first_name='Michael',
last_name='Crane',
middle_initial='Joe',
org_name=''
)
should_not_find_testing = PartyRole.find_party_by_name(
business_id=business.id,
first_name='Testing',
last_name='NoMiddleInitial',
middle_initial='T',
org_name=''
)
should_find_testing = PartyRole.find_party_by_name(
business_id=business.id,
first_name='Testing',
last_name='NoMiddleInitial',
middle_initial='',
org_name=''
)
should_find_testorg = PartyRole.find_party_by_name(
business_id=business.id,
first_name='',
last_name='',
middle_initial='',
org_name='testorg'
)
# check values
assert not should_be_none
assert not should_not_find_michael
assert not should_not_find_testing
assert should_find_michael.id == person.id
assert should_find_testing.id == no_middle_initial.id
assert should_find_testorg.id == org.id