gistfile1.py

import os
from datetime import timedelta

from django.db import models
from django_extensions.db.fields.encrypted import EncryptedCharField
from django.contrib.localflavor.us.models import PhoneNumberField
from django.contrib.localflavor.us.us_states import STATE_CHOICES
from django.contrib.auth.models import User
from django.core.urlresolvers import reverse
from django.conf import settings

# Create your models here.
class Phone(models.Model):
    PHONE_TYPE = (
        ('Home', 'home',),
        ('Mobile', 'mobile',),
        ('Business', 'business',),
        ('Fax', 'fax',),
    )
    number = PhoneNumberField()
    type = models.CharField(max_length=8, choices=PHONE_TYPE)
    date_created = models.DateTimeField(auto_now_add=True,
        null=True, blank=True)
    created_by = models.ForeignKey(User, null=True, blank=True)

    def __unicode__(self):
        return '%s - %s' % (self.number, self.type,)

class Address(models.Model):
    street_address = models.CharField(max_length=256)
    street_address_2 = models.CharField(max_length=256,
        null=True, blank=True, default='')
    city = models.CharField(max_length=32)
    state = models.CharField(max_length=2,
        choices=STATE_CHOICES, default='TX')
    zip_code = models.CharField(max_length=10, blank=True, null=True)
    county = models.CharField(max_length=36)

    date_created = models.DateTimeField(auto_now_add=True,
        null=True, blank=True)
    created_by = models.ForeignKey(User, null=True, blank=True)

    def get_street_address(self):
        street = [self.street_address]
        if self.street_address_2:
            street.append(self.street_address_2)
        return ' '.join(street)

    def __unicode__(self):
        street = [self.street_address]
        if self.street_address_2:
            street.append(self.street_address_2)

        return '%s %s, %s %s %s' % (self.get_street_address(),
                                    self.city,
                                    self.state,
                                    self.zip_code,
                                    self.county)

class Client(models.Model):
    # going to pull the name, email from the `auth.User` 
    profile = models.ForeignKey(User, related_name='profile',
        null=True, blank=True)

    # information for registering and activating their account
    activation_key = models.CharField(max_length=40,
        null=True, blank=True)
    key_expires = models.DateTimeField(null=True, blank=True)

    home_address = models.ForeignKey(Address, related_name='home',
        null=True, blank=True)
    billing_address = models.ForeignKey(Address, related_name='business',
        null=True, blank=True)
    phone_numbers = models.ManyToManyField(Phone,
        null=True, blank=True)

    social = EncryptedCharField(max_length=256,
        null=True, blank=True)
    date_of_birth = models.CharField(max_length=10, help_text='Format: DD/MM/YYYY',
        null=True, blank=True)

    date_created = models.DateTimeField(auto_now_add=True,
        null=True, blank=True)

    def get_full_name(self):
        return '%s %s' % (self.profile.first_name, self.profile.last_name)

    def __unicode__(self):
        return '%s' % (self.profile.username)

class Beneficiary(models.Model):
    BENE_TYPES = (
        ('primary', 'Primary'),
        ('contingent', 'Contingent'),
    )

    first_name = models.CharField(max_length=30, null=True, blank=True)
    last_name = models.CharField(max_length=30, null=True, blank=True)

    street_address = models.CharField(max_length=256,
        null=True, blank=True)
    street_address_2 = models.CharField(max_length=256,
        null=True, blank=True, default='')
    city = models.CharField(max_length=32,
        null=True, blank=True)
    state = models.CharField(max_length=2,
        choices=STATE_CHOICES, default='TX')
    zip_code = models.CharField(max_length=10, blank=True, null=True)
    county = models.CharField(max_length=36,
        null=True, blank=True)

    social = EncryptedCharField(max_length=256,
        null=True, blank=True)
    date_of_birth = models.CharField(max_length=10, help_text='Format: DD/MM/YYYY',
        null=True, blank=True)

    relationship = models.CharField(max_length=256)
    bene_type = models.CharField(max_length=12, choices=BENE_TYPES,
        null=True, blank=True)
    percentage = models.CharField(max_length=5, default=100,
        null=True, blank=True)

    def get_street_address(self):
        street = [self.street_address]
        if self.street_address_2:
            street.append(self.street_address_2)
        return ' '.join(street)

class NameAddressBase(models.Model):
    name = models.CharField(max_length=256)
    address = models.ForeignKey(Address, null=True, blank=True)
    phone = models.ForeignKey(Phone, null=True, blank=True)

    date_created = models.DateTimeField(auto_now_add=True,
        null=True, blank=True)
    created_by = models.ForeignKey(User, null=True, blank=True)
    class Meta:
        abstract = True

class RegisteredAgent(NameAddressBase):
    pass

class LLCManager(NameAddressBase):
    pass

class Custodian(models.Model):
    CUSTODIAN_PLAN_TYPES = (
        ('previous', 'Previous 401(k), 403(b), 457 or Defined Benefit Plan from a past Employer'),
        ('traditional_ira', 'Traditional IRA'),
        ('roth_ira', 'Roth IRA'),
        ('sep_ira', 'SEP IRA'),
        ('inherited_ira', 'Inherited IRA'),
        ('simple_ira', 'Simple IRA'),
        ('new_ira', 'New IRA'),
    )
    LIQUIDATE_CHOICES = (
        ('all_assets', 'Liquidate all assets and transfer cash balance to IRA'),
        ('partial', 'This will be a Partial Transfer/Rollover'),
    )
    plan = models.CharField(max_length=48, choices=CUSTODIAN_PLAN_TYPES)
    account_number = models.CharField(max_length=32, null=True, blank=True)
    new_amount = models.CharField(max_length=36, null=True, blank=True)
    new_years = models.CharField(max_length=8, null=True, blank=True)

    liquidate = models.CharField(max_length=18, choices=LIQUIDATE_CHOICES)
    liquidate_cash = models.CharField(max_length=36, null=True, blank=True)

    name = models.CharField(max_length=64, null=True, blank=True)
    address = models.ForeignKey(Address, null=True, blank=True)

    phone = models.ForeignKey(Phone, null=True, blank=True)

    date_created = models.DateTimeField(auto_now_add=True,
        null=True, blank=True)
    created_by = models.ForeignKey(User, null=True, blank=True)

class Intake(models.Model):
    TRANSFER_MAP = (
        ('transfer', 'Transfer - I will transfer assets from another IRA'),
        ('rollover', 'Rollover - I will rollover cash from an existing IRA or qualified retirement plan - This will be a Rollover of a distribution from a prior IRA or of a lump sum distribution or plan termination distribution paid to me within one taxable year from a qualified employee benefit plan or annuity, either of which is contributed to this IRA within 60 days of receipt of such funds.'),
    )
    STATUS_MAP = (
        ('0', 'Client'),
        ('1', 'Beneficiaries'),
        ('2', 'Custodian Information'),
        ('3', 'IRA Formation,Reg Agent, LLC Manager'),
        ('4', 'Special Instructions'),
        ('5', 'Waiting for payment'),
        ('6', 'Paid'),
    )
    IRA_TYPE = (
        ('traditional_ira', 'Traditional IRA'),
        ('roth_ira', 'Roth IRA'),
        ('roth_conversion', 'Roth Conversion'),
        ('sep_ira', 'SEP IRA'),
        ('inherited_ira', 'Inherited IRA'),
    )
    client = models.ForeignKey(Client)
    beneficiaries = models.ManyToManyField(Beneficiary, related_name='client_beneficiaries', null=True, blank=True)

    ira_type = models.CharField(max_length=16, choices=IRA_TYPE,
        null=True, blank=True)
    custodians = models.ManyToManyField(Custodian,
        null=True, blank=True)

    proposed_name_one = models.CharField(max_length=64,
        null=True, blank=True)
    proposed_name_two = models.CharField(max_length=64,
        null=True, blank=True)
    proposed_name_three = models.CharField(max_length=64,
        null=True, blank=True)

    registered_agent = models.ForeignKey(RegisteredAgent,
        null=True, blank=True)
    llc_manager = models.ForeignKey(LLCManager,
        null=True, blank=True)

    duration = models.BooleanField(default=True,
        help_text="Leave checked for Perpetual (Recommended)")
    duration_other = models.CharField(max_length=64,
        null=True, blank=True)
    
    special_instructions = models.TextField(null=True, blank=True)
    transfer_method = models.CharField(max_length=24, choices=TRANSFER_MAP,
        null=True, blank=True)

    intital = models.CharField(max_length=2, help_text="Initials must match the First and Last name you entered earlier",
        null=True, blank=True)

    date_created = models.DateTimeField(auto_now_add=True)
    created_by = models.ForeignKey(User, related_name='created_by',
        null=True, blank=True)
    agent = models.ForeignKey(User, related_name='agent',
        null=True, blank=True)
    status = models.CharField(max_length=20, choices=STATUS_MAP,
        null=True, blank=True)

    def generate_forms(self):
        forms = {}
        documents = []
        # generate application
        from apps.pdfs.application import Application
        a = Application(self)
        application = Document().create_application(self, a.file_path)
        documents.append(application)

        # generate beneficiary
        from apps.pdfs.beneficiary import Beneficiary
        b = Beneficiary(self)
        for bc in range(0, len(b.file_path)):
            beneficiary = Document().create_beneficiary(self, b.file_path[bc])
            documents.append(beneficiary)

        return documents

    def get_documents(self):
        documents = []
        # create document sets
        doc_time_temp = None
        current_docset = None
        time_pad = timedelta(minutes=3)
        for document in self.document_set.all():
            if doc_time_temp is None:
                doc_time_temp = document.date_created
                documents.append([])
                current_docset = len(documents) - 1
                documents[current_docset].append(document)

            elif document.date_created <= (doc_time_temp + time_pad) and document.date_created >= (doc_time_temp - time_pad):

                documents[current_docset].append(document)
            else:
                doc_time_temp = document.date_created
                documents.append([])
                current_docset = len(documents) - 1
                documents[current_docset].append(document)
        return documents
        
    def __unicode__(self):
        return '%s - %s' % (self.ira_type, self.client)

    def get_absolute_url(self):
        if self.status == '0':
            return reverse('intake:intake_form')
        elif self.status == '1':
            return reverse('intake:intake_form_two')
        elif self.status == '2':
            return reverse('intake:intake_form_three')
        elif self.status == '3':
            return reverse('intake:intake_form_four')
        elif self.status == '4':
            return reverse('intake:intake_form_five')
        elif self.status == '5':
            return reverse('intake:intake_form_six')
        else:
            return reverse('intake:intake_form')

    def agent_absolute_url(self):
        if self.status == '0':
            return reverse('agent_intake:intake_form',
                kwargs={'client_id': self.client.id})
        elif self.status == '1':
            return reverse('agent_intake:intake_form_two',
                kwargs={'client_id': self.client.id})
        elif self.status == '2':
            return reverse('agent_intake:intake_form_three',
                kwargs={'client_id': self.client.id})
        elif self.status == '3':
            return reverse('agent_intake:intake_form_four',
                kwargs={'client_id': self.client.id})
        elif self.status == '4':
            return reverse('agent_intake:intake_form_five',
                kwargs={'client_id': self.client.id})
        elif self.status == '5':
            return reverse('agent_intake:intake_form_six',
                kwargs={'client_id': self.client.id})
        else:
            return reverse('agent_intake:intake_form',
                kwargs={'client_id': self.client.id})

class Document(models.Model):
    
    DOCUMENT_TYPES = (
        ('application', 'Application'),
        ('beneficiary', 'Beneficiary'),
    )

    intake = models.ForeignKey(Intake)
    document_type = models.CharField(max_length=18)
    file_path = models.FilePathField(
        path=os.path.join(settings.MEDIA_ROOT, 'forms'))

    date_created = models.DateTimeField(auto_now_add=True)

    def create_application(self, intake, path):
        d = self
        d.document_type = 'application'
        d.intake = intake
        d.file_path = path
        d.save()
        return d

    def create_beneficiary(self, intake, path):
        d = self
        d.document_type = 'beneficiary'
        d.intake = intake
        d.file_path = path
        d.save()
        return d

    def get_absolute_url(self):
        return '%sforms/%s' % (settings.MEDIA_URL, self.file_path)

    def __unicode__(self):
        return '%s - %s (%s-%s-%s)' % (
            self.intake.client.get_full_name(),
            self.document_type,
            self.date_created.month,
            self.date_created.day,
            self.date_created.year)