class Insurance(BaseModel): class Meta: abstract = True application = models.OneToOneField('sales.Application', on_delete=models.CASCADE, null=True)
class CompanyDetails(BaseModel): company = models.OneToOneField('product.Company', on_delete=models.CASCADE) fact_file = models.TextField(null=True, blank=True) joint_venture = models.TextField(null=True, blank=True) formation_year = models.CharField(max_length=4, null=True, blank=True) market_share = models.TextField(null=True, blank=True) additional_info = models.TextField(null=True, blank=True)
class Policy(BaseModel): application = models.OneToOneField('sales.Application', on_delete=models.CASCADE) policy_number = models.CharField(max_length=64, blank=True, null=True) policy_data = JSONField(default=dict) policy_file = models.FileField(upload_to=Constants.POLICY_UPLOAD_PATH, null=True, blank=True)
class AccountDetail(BaseModel): account = models.OneToOneField('users.Account', on_delete=models.CASCADE) agent_code = models.CharField(max_length=16, null=True, blank=True) branch_code = models.CharField(max_length=16, null=True, blank=True) designation = models.CharField(max_length=16, null=True, blank=True) channel = models.CharField(max_length=16, null=True, blank=True) status = models.CharField(max_length=32, null=True, blank=True) languages = ArrayField( models.CharField(max_length=16), default=list, blank=True, null=True) certifications = ArrayField( models.CharField(max_length=64), default=list, blank=True, null=True) qualifications = ArrayField( models.CharField(max_length=128), default=list, blank=True, null=True) short_description = models.TextField(null=True, blank=True) long_description = models.TextField(null=True, blank=True)
class BankAccount(BaseModel): user = models.ForeignKey('users.User', on_delete=models.CASCADE) branch = models.OneToOneField( 'content.BankBranch', on_delete=models.CASCADE) account_no = models.CharField(max_length=32) default = models.BooleanField(default=False) is_active = models.BooleanField(default=True) def save(self, *args, **kwargs): try: if self.default and BankAccount.objects.filter( default=True).exists(): self.default = False except self.__class__.DoesNotExist: self.__class__.objects.all().update(default=False) self.default = True super(BankAccount, self).save(*args, **kwargs)
class Application(BaseModel): _host = 'https://wallnut.in/%s' reference_app = models.OneToOneField('sales.application', on_delete=models.PROTECT) section = models.CharField(max_length=16) company_name = models.CharField(max_length=64, null=True) suminsured = models.CharField(max_length=16) premium = models.FloatField(default=0.0) insurance_type = models.CharField(max_length=16) quote_id = models.CharField(max_length=128, null=True) customer_code = models.CharField(max_length=64, null=True, blank=True) product_code = models.CharField(max_length=64, null=True, blank=True) producer_code = models.CharField(max_length=64, null=True, blank=True) city_code = models.CharField(max_length=16, null=True) state_code = models.CharField(max_length=16, null=True) dealstage = models.CharField(max_length=32, null=True) user_id = models.CharField(max_length=16, null=True) proposal_id = models.CharField(max_length=32, null=True) proposal_id2 = models.CharField(max_length=32, null=True) customer_id = models.CharField(max_length=32, null=True) city = models.CharField(max_length=16, null=True) state = models.CharField(max_length=16, null=True) pincode = models.CharField(max_length=16, null=True) payment_ready = models.BooleanField(default=False) regenerate_payment_link = models.BooleanField(default=True) payment_captured = models.BooleanField(default=False) raw_quote = JSONField(default=dict) insurer_product = None def __init__(self, *args, **kwargs): super(self.__class__, self).__init__(*args, **kwargs) if self.company_name: self.insurer_product = evaluateClassName(self.company_name, self.insurance_type)(self) def save(self, *args, **kwargs): try: self.__class__.objects.get(pk=self.id) except self.__class__.DoesNotExist: self.handle_creation() super(self.__class__, self).save(*args, **kwargs) def get_payment_link(self): return self.insurer_product.get_payment_link() def send_payment_link(self): from users.tasks import send_sms message = Constant.PAYMENT_MESSAGE % ( self.proposer.get_full_name(), self.reference_app.reference_no, self.premium, self.reference_app.quote.premium.product_variant.__str__(), self.get_payment_link()) send_sms.delay(self.reference_app.proposer.phone_no, message) def handle_creation(self): self.section = Constant.SECTION.get( self.reference_app.application_type) self.suminsured = int(self.reference_app.suminsured) self.premium = self.reference_app.premium self.pincode = self.reference_app.quote.opportunity.lead.pincode self.dealstage = 'productshortlisted' self.get_state_city() self.generate_quote_id() self.get_quote_data() def get_state_city(self): url = 'https://wallnut.in/health/proposal_aditya_birla/get_state_city?Pincode=%s' % ( # noqa self.reference_app.quote.opportunity.lead.pincode) request_log = ApplicationRequestLog.objects.create( application_id=self.reference_app.id, url=url, request_type='GET') response = requests.get(url).json() request_log.response = response request_log.save() self.city = response['city'] self.state = response['state'] def get_premium(self): url = self._host % 'mediclaim/get_premium' data = dict( health_pay_mode=self.pay_mode, health_pay_type=self.health_pay_type, health_pay_type_text=self.health_pay_type_text, health_sum_insured=self.suminsured, health_pay_mode_text=self.pay_mode_text, health_me=self.health_me, gender_age=self.gender_ages, pincode=self.pincode, health_insu_id=self.insurer_code, health_sum_insured_range=[self.suminsured, self.suminsured], health_city_id=self.city_code or '', health_state_id=self.state_code or '') request_log = ApplicationRequestLog.objects.create( application_id=self.reference_app.id, url=url, request_type='POST', payload=data) response = requests.post(url, data=data) request_log.response = response request_log.save() def generate_quote_id(self): url = self._host % 'save_quote_data' import json data = dict(section=self.section, quote_data=json.dumps( dict(health_pay_mode=self.pay_mode, health_pay_mode_text=self.pay_mode_text, health_me=self.health_me, health_pay_type=self.health_pay_type, health_pay_type_text=self.health_pay_type_text, health_sum_insured=self.suminsured, pincode=self.pincode, gender_age=self.gender_ages, health_sum_insured_range=[ self.suminsured, self.suminsured ], spouse='', child='', child_data=list())), quote='') request_log = ApplicationRequestLog.objects.create( application_id=self.reference_app.id, url=url, request_type='POST', payload=data) response = requests.post(url, data=data).json() request_log.response = response request_log.save() self.quote_id = response['quote'] def get_products(self): url = (self._host % 'mediclaim/get_products/%s') % self.quote_id data = dict(quote=self.quote_id) ApplicationRequestLog.objects.create( application_id=self.reference_app.id, url=url, request_type='POST', payload=data) response = requests.post(url, data=data) return response def get_quote_data(self): self.get_products() import requests url = (self._host % 'get_quote_data/%s') % self.quote_id log = ApplicationRequestLog.objects.create( application_id=self.reference_app.id, url=url, request_type='GET', ) response = requests.get(url).json() log.response = response log.save() self.city_code = response['data']['health_city_id'] self.state_code = response['data']['health_state_id'] self.fetch_quote_details() def fetch_quote_details(self): url = (self._host % 'mediclaim/fetch_quote/%s') % self.quote_id log = ApplicationRequestLog.objects.create( application_id=self.reference_app.id, url=url, request_type='GET') response = requests.get(url).json() log.response = response log.save() self.raw_quote = self.get_live_quote(response['quote_data']) self.company_name = re.sub('[ .]', '', self.raw_quote['company_name']) reference_app = self.reference_app reference_app.premium = self.raw_quote['total_premium'] reference_app.save() def get_live_quote(self, quote_data): data = filter( lambda product: product['company_name'] == Constant.COMPANY_NAME. get(self.reference_app.quote.premium.product_variant. company_category.company.name # noqa ), quote_data) quote = next(data) premium = int(self.reference_app.premium) product = self.reference_app.quote.premium.product_variant if product.parent and product.company_category.company.short_name == 'Aditya Birla': # noqa return quote while int(quote['total_premium']) not in range(premium - 100, premium + 100): quote = next(data) self.premium = quote['total_premium'] return quote def get_user_id(self): if self.user_id: return self.user_id url = self._host % 'save_user_info' app = self.reference_app data = dict( first_name=app.proposer.first_name, dob=app.proposer.dob.strftime('%d-%M-%Y'), last_name=app.proposer.last_name, email=app.proposer.email, gender=Constant.GENDER.get(app.proposer.gender, 'M'), mobile_no=app.proposer.phone_no, alternate_mobile='', occupation=Constant.OCCUPATION_CODE[app.proposer.occupation], pincode=self.pincode, city=self.city, state=self.state, address=app.proposer.address.full_address, user_id='', dealstage=self.dealstage, insu_id=self.insurer_code, insurance_type=self.section.title() + ' Insurance', amount=self.premium) log = ApplicationRequestLog.objects.create( application_id=self.reference_app.id, url=url, request_type='POST', payload=data) response = requests.post(url, data=data).json() log.response = response log.save() return response['user_id'] def insurer_operation(self): self.user_id = self.get_user_id() self.save() self.insurer_product.perform_creation() # self.send_payment_link() return True @cached_property def health_me(self): gender_ages = list() for member in self.reference_app.active_members.exclude( relation='self'): gender_ages.append([('M' if member.gender == 'male' else 'F'), str(member.age)]) return gender_ages @cached_property def proposer(self): self.self_insured = False proposers = self.reference_app.active_members if proposers.filter(relation='self').exists(): self.self_insured = True proposer = proposers.get(relation='self') elif proposers.filter(relation='spouse').exists(): proposer = proposers.get(relation='spouse') else: proposer = proposers.first() proposer.marital_status = Constant.get_marital_status( proposer.relation ) or self.reference_app.proposer.marital_status.title() # noqa return proposer @cached_property def health_pay_type(self): if self.reference_app.active_members.count() == 1: return '' return '%sA%sC' % (self.reference_app.adults, self.reference_app.childrens) @cached_property def health_pay_type_text(self): pay_type_text = '' if self.reference_app.active_members.count() == 1: return pay_type_text if self.reference_app.active_members.filter(relation='self').exists(): pay_type_text += 'ME ' if self.reference_app.active_members.filter( relation='spouse').exists(): # noqa pay_type_text += 'Spouse ' if self.reference_app.active_members.filter( relation__in=['son', 'daughter']).exists(): # noqa pay_type_text += '%sChild' % self.reference_app.childrens return pay_type_text.strip() @cached_property def pay_mode(self): return 'I' if len(self.reference_app.active_members) == 1 else 'F' @cached_property def pay_mode_text(self): return 'Individual' if len( self.reference_app.active_members) == 1 else 'Family' @cached_property def gender_ages(self): return [[Constant.GENDER[self.proposer.gender], self.proposer.age]] @cached_property def all_premiums(self): return self.raw_quote['all_premium'].split(',') @cached_property def insurer_code(self): return self.raw_quote['insurance_code'] def __str__(self): return '%s | %s' % (self.quote_id, self.reference_app.__str__())
class Application(BaseModel): app_client = models.ForeignKey('crm.Lead', on_delete=models.PROTECT, null=True, blank=True) reference_no = models.CharField(max_length=10, unique=True, db_index=True) premium = models.FloatField(default=0.0) suminsured = models.FloatField(default=0.0) proposer = models.ForeignKey('crm.Contact', null=True, on_delete=models.PROTECT) application_type = models.CharField(max_length=32, choices=get_choices( Constants.APPLICATION_TYPES)) quote = models.OneToOneField('sales.Quote', on_delete=models.CASCADE) status = models.CharField(max_length=32, choices=Constants.APPLICATION_STATUS, default='fresh') stage = models.CharField(max_length=32, default='proposer_details', choices=get_choices(Constants.APPLICATION_STAGES)) previous_policy = models.BooleanField(default=False) name_of_insurer = models.CharField(blank=True, max_length=128) proposer_verified = models.BooleanField(default=False) payment_failed = models.BooleanField(null=True, blank=True) payment_mode = models.CharField(max_length=64, default='offline') aggregator_error = models.CharField(max_length=256, null=True, blank=True) terms_and_conditions = models.BooleanField(null=True) def save(self, *args, **kwargs): try: current = self.__class__.objects.get(pk=self.id) if self.status != current.status: self.handle_status_change(current) if (current.payment_failed != self.payment_failed and self.payment_failed) or self.status == 'completed': # noqa self.send_slack_notification() if self.status == 'payment_due' and self.aggregator_error != current.aggregator_error: self.send_slack_notification() except self.__class__.DoesNotExist: self.generate_reference_no() self.application_type = self.company_category.category.name.lower( ).replace(' ', '') super(Application, self).save(*args, **kwargs) def handle_status_change(self, current): if self.status == 'submitted' and self.stage == 'completed': self.create_client() self.create_policy() self.create_commission(current) if current.status == 'fresh' and self.status == 'submitted': self.send_slack_notification() def send_slack_notification(self): event = None if self.quote.opportunity.lead.user.user_type == 'subscriber': event = 'Application created and payment process done' elif self.payment_mode == 'offline': event = 'Application created and payment process done' elif self.payment_failed: event = Constants.PAYMENT_ERROR elif self.aggregator_error: event = Constants.BROKER_ERROR else: event = Constants.PAYMENT_SUCCESS if event: self.send_slack_request(event) def aggregator_operation(self): premium = self.quote.premium if not premium.product_variant.online_process or not premium.online_process: # noqa return False self.status = 'payment_due' from aggregator.wallnut.models import Application as Aggregator if not hasattr(self, 'application'): Aggregator.objects.create(reference_app_id=self.id, insurance_type=self.application_type) self.payment_mode = 'Aggregated payment mode' self.save() return self.payment_mode != 'offline' def update_fields(self, **kw): updated = False for field in kw.keys(): setattr(self, field, kw[field]) if not updated: updated = True if updated: self.save() def generate_reference_no(self): self.reference_no = genrate_random_string(10) if self.__class__.objects.filter( reference_no=self.reference_no).exists(): while self.__class__.objects.filter( reference_no=self.reference_no).exists(): self.reference_no = genrate_random_string(10) def add_default_members(self): category_opportunity = self.quote.opportunity.category_opportunity today = now() members = list() def get_member_instance(gender, relation, dob=None): instance = Member(application_id=self.id, dob=dob, relation=relation, gender=gender) if relation == 'self': responses = Response.objects.filter( question__category_id=self.company_category.category.id, opportunity_id=category_opportunity.opportunity_id) occupation_res = responses.filter(question__title='Occupation') if occupation_res.exists(): instance.occupation = responses.latest( 'created').answer.answer.replace(' ', '_').lower() # noqa return instance for member, age in category_opportunity.family.items(): member = member.split('_')[0] gender = category_opportunity.gender if member == 'self' else 'male' # noqa if member == 'spouse': gender = 'male' if category_opportunity.gender == 'female' else 'female' # noqa elif member == 'mother': gender = 'female' elif member in ['son', 'daughter']: while age > 0: members.append( get_member_instance( ('male' if member == 'son' else 'female'), member)) age -= 1 continue instance = get_member_instance( gender, member, '%s-%s-%s' % (today.year - int(age), today.month, today.day)) members.append(instance) Member.objects.bulk_create(members) def verify_proposer(self, otp): from django.core.cache import cache response = otp == cache.get('APP-%s:' % self.reference_no) cache.delete('APP-%s:' % self.reference_no) return response def send_propser_otp(self): from users.models import Account Account.send_otp('APP-%s:' % self.reference_no, self.proposer.phone_no) def create_policy(self): return Policy.objects.get_or_create(application_id=self.id) def invalidate_cache(self): from django.core.cache import cache cache.delete('USER_CART:%s' % self.quote.opportunity.lead.user_id) cache.delete('USER_CONTACTS:%s' % self.quote.opportunity.lead.user_id) cache.delete('USER_EARNINGS:%s' % self.quote.opportunity.lead.user_id) def create_client(self, save=False): lead = self.quote.opportunity.lead if not lead.is_client: lead.is_client = True lead.save() self.app_client_id = lead.id def create_commission(self, current): from earnings.models import Commission cc = self.quote.premium.product_variant.company_category amount = self.quote.premium.commission + cc.company.commission + cc.category.commission + self.quote.opportunity.lead.user.enterprise.commission # noqa if not hasattr(self, 'commission'): commission = Commission(application_id=self.id, amount=self.premium * amount) if current.payment_failed != self.payment_failed and self.payment_failed is False: # noqa commission.status = 'application_submitted' commission.save() commission.updated = True commission.save() commission.earning.user.account.send_sms( commission.earning.get_earning_message(self)) def send_slack_request(self, event, mode_type='success'): import requests client = self.quote.opportunity.lead endpoint = 'https://hooks.slack.com/services/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' # noqa link = '%s://admin.%s/sales/application/%s/change/' % ( 'http' if ENV == 'localhost:8000' else 'https', ENV, self.id) text = event mode = self.payment_mode if self.aggregator_error: text += '\nError: %s' % (self.aggregator_error) mode = 'Broker Error' mode_type = 'error' data = dict(attachments=[ dict(fallback='Required plain-text summary of the attachment.', color={ 'success': '#36a64f', 'warning': '#ff9966', 'error': '#cc3300' }[mode_type], pretext=event, author_name=mode, title='Open Application', title_link=link, text=text, fields=[ dict(type='mrkdwn', value="*Application id:*\n%s" % self.reference_no), dict(type='mrkdwn', value="*Advisor Name:*\n%s" % client.user.get_full_name()), dict(type='mrkdwn', value="*Advisor phone:*\n%s" % client.user.account.phone_no) ], thumb_url='https://onecover.in/favicon.png', footer='Post application flow', footer_icon='https://onecover.in/favicon.png', ts=now().timestamp()) ]) return requests.post(endpoint, json=data) @property def adults(self): return self.active_members.filter(dob__year__lte=(now().year - 18)).count() @property def childrens(self): return self.active_members.count() - self.adults @cached_property def active_members(self): return self.member_set.filter(ignore=False) @cached_property def inactive_members(self): return self.member_set.exclude(ignore=False) @cached_property def company_category(self): return self.quote.premium.product_variant.company_category @cached_property def people_listed(self): return self.active_members.count() @cached_property def client(self): return self.app_client def __str__(self): return '%s - %s - %s' % (self.reference_no, self.application_type, self.company_category.company.name) class Meta: ordering = ('-created', )
class Referral(BaseModel): code = models.CharField(max_length=8, blank=True) reference_code = models.CharField(max_length=6, null=True, blank=True) user = models.OneToOneField( 'users.User', null=True, blank=True, on_delete=models.CASCADE)