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add new agreement role relationships, fix subclassing
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@genedan
genedan committed Jul 1, 2020
1 parent 14cd9d8 commit ddaa7a3
Showing 1 changed file with 142 additions and 58 deletions.
200 changes: 142 additions & 58 deletions pcdm/account.py
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Original file line number Diff line number Diff line change
Expand Up @@ -186,7 +186,61 @@ class Provider(Base):

financial_service = relationship(
'FinancialService',
primaryjoin='Provider.party_role_code == FinancialService.party_role_code',
primaryjoin='Provider.provider_id == FinancialService.provider_id',
back_populates='financial_service'
)

agreement_role = relationship(
'AgreementRole',
primaryjoin='Provider.provider_id == AgreementRole.provider_id',
back_populates='agreement_role'
)

account_role = relationship(
'account_role',
primaryjoin='Provider.provider_id == AccountRole.provider_id',
back_populates='agreement_role'
)

buyer = relationship(
'Buyer',
primaryjoin='Provider.provider_id == Buyer.provider_id',
back_populates='provider'
)

health_care_provider = relationship(
'HealthCareProvider',
primaryjoin='Provider.provider_id == HealthCareProvider.provider_id',
back_populates='provider'
)

third_party_administrator = relationship(
'ThirdPartyAdministrator',
primaryjoin='Provider.provider_id == ThirdPartyAdministrator.provider_id',
back_populates='provider'
)

mutual_fund_provider = relationship(
'MutualFundProvider',
primaryjoin='Provider.provider_id == MutualFundProvider.provider_id',
back_populates='provider'
)

legal_adviser = relationship(
'LegalAdviser',
primaryjoin='Provider.provider_id == LegalAdviser.provider_id',
back_populates='provider'
)

contractor = relationship(
'Contractor',
primaryjoin='Provider.provider_id == Contractor.provider_id',
back_populates='provider'
)

auditor = relationship(
'Auditor',
primaryjoin='Provider.provider_id == Auditor.provider_id',
back_populates='provider'
)

Expand All @@ -206,20 +260,20 @@ class AccountRole(Base):
primary_key=True
)

party_role_code = Column(
provider_id = Column(
String,
ForeignKey('party_role.party_role_code')
ForeignKey('provider.provider_id')
)

party_role = relationship(
'PartyRole',
primaryjoin='AccountRole.party_role_code == PartyRole.party_role_code',
provider = relationship(
'Provider',
primaryjoin='AccountRole.provider_id == Provider.provider_id',
back_populates='account_role'
)

prospect = relationship(
'Prospect',
primaryjoin='AccountRole.party_role_code == Prospect.party_role_code',
primaryjoin='AccountRole.account_role_id == Prospect.account_role_id',
back_populates='account_role'
)

Expand All @@ -231,9 +285,9 @@ class AccountRole(Base):

def __repr__(self):
return "<AccountRole(" \
"party_role_code='%s'" \
"provider_id='%s'" \
")>" % (
self.party_role_code
self.provider_id
)


Expand All @@ -245,22 +299,52 @@ class AgreementRole(Base):
primary_key=True
)

party_role_code = Column(
String,
ForeignKey('party_role.party_role_code')
provider_id = Column(
Integer,
ForeignKey('provider.provider_id')
)

party_role = relationship(
'PartyRole',
primaryjoin='AgreementRole.party_role_code == PartyRole.party_role_code',
provider = relationship(
'Provider',
primaryjoin='AgreementRole.provider_id == Provider.provider_id',
back_populates='agreement_role'
)

producer = relationship(
'Producer',
primaryjoin='AgreementRole.agreement_role_id == Producer.agreement_role_id',
back_populates='agreement_role'
)

supplier = relationship(
'Supplier',
primaryjoin='AgreementRole.agreement_role_id == Supplier.agreement_role_id',
back_populates='agreement_role'
)

channel_role = relationship(
'ChannelRole',
primaryjoin='AgreementRole.agreement_role_id == ChannelRole.agreement_role_id',
back_populates='agreement_role'
)

service_provider = relationship(
'ServiceProvider',
primaryjoin='AgreementRole.agreement_role_id == ServiceProvider.agreement_role_id',
back_populates='agreement_role'
)

financial_interest_role = relationship(
'FinancialInterestRole',
primaryjoin='AgreementRole.agreement_role_id == FinancialInterestRole.agreement_role_id',
back_populates='agreement_role'
)

def __repr__(self):
return "<AgreementRole(" \
"party_role_code='%s'" \
"provider_id='%s'" \
")>" % (
self.party_role_code
self.provider_id
)


Expand All @@ -272,67 +356,67 @@ class FinancialService(Base):
primary_key=True
)

party_role_code = Column(
String,
ForeignKey('provider.party_role_code')
provider_id = Column(
Integer,
ForeignKey('provider.provider_id')
)

provider = relationship(
'Provider',
primaryjoin='FinancialService.party_role_code == Provider.party_role_code',
primaryjoin='FinancialService.provider_id == Provider.provider_id',
back_populates='financial_service'
)

financial_adviser = relationship(
'FinancialAdviser',
primaryjoin='FinancialService.party_role_code == FinancialAdviser.party_role_code',
primaryjoin='FinancialService.financial_service_id == FinancialAdviser.financial_service_id',
back_populates='financial_service'
)

financial_analyst = relationship(
'FinancialAnalyst',
primaryjoin='FinancialService.party_role_code == FinancialAnalyst.party_role_code',
primaryjoin='FinancialService.financial_service_id == FinancialAnalyst.financial_service_id',
back_populates='financial_service'
)

account_provider = relationship(
'AccountProvider',
primaryjoin='FinancialService.party_role_code == AccountProvider.party_role_code',
primaryjoin='FinancialService.financial_service_id == AccountProvider.financial_service_id',
back_populates='financial_service'
)

def __repr__(self):
return "<FinancialService(" \
"party_role_code='%s'" \
"provider_id='%s'" \
")>" % (
self.party_role_code
self.provider_id
)


class FinancialAdviser(Base):
__tablename__ = 'financial_adviser'

financial_service_id = Column(
financial_adviser_id = Column(
Integer,
primary_key=True
)

party_role_code = Column(
String,
ForeignKey('financial_service.party_role_code')
financial_service_id = Column(
Integer,
ForeignKey('financial_service.financial_service_id')
)

financial_service = relationship(
'Provider',
primaryjoin='FinancialAdviser.party_role_code == FinancialService.party_role_code',
'Financial_service',
primaryjoin='FinancialAdviser.financial_service_id == FinancialService.financial_service_id',
back_populates='financial_adviser'
)

def __repr__(self):
return "<FinancialAdviser(" \
"party_role_code='%s'" \
"financial_service_id='%s'" \
")>" % (
self.party_role_code
self.financial_service_id
)


Expand All @@ -344,22 +428,22 @@ class FinancialAnalyst(Base):
primary_key=True
)

party_role_code = Column(
String,
ForeignKey('financial_service.party_role_code')
financial_service_id = Column(
Integer,
ForeignKey('financial_service.financial_service_id')
)

financial_service = relationship(
'Provider',
primaryjoin='FinancialAnalyst.party_role_code == FinancialService.party_role_code',
'FinancialService',
primaryjoin='FinancialAnalyst.financial_service_id == FinancialService.financial_service_id',
back_populates='financial_analyst'
)

def __repr__(self):
return "<FinancialAnalyst(" \
"party_role_code='%s'" \
"financial_service_id='%s'" \
")>" % (
self.party_role_code
self.financial_service_id
)


Expand All @@ -371,22 +455,22 @@ class AccountProvider(Base):
primary_key=True
)

party_role_code = Column(
String,
ForeignKey('financial_service.party_role_code')
financial_service_id = Column(
Integer,
ForeignKey('financial_service.financial_service_id')
)

financial_service = relationship(
'Provider',
primaryjoin='AccountProvider.party_role_code == FinancialService.party_role_code',
'FinancialService',
primaryjoin='AccountProvider.financial_service_id == FinancialService.financial_service_id',
back_populates='account_provider'
)

def __repr__(self):
return "<AccountProvider(" \
"party_role_code='%s'" \
"financial_service_id='%s'" \
")>" % (
self.party_role_code
self.financial_service_id
)


Expand All @@ -398,22 +482,22 @@ class Prospect(Base):
primary_key=True
)

party_role_code = Column(
String,
ForeignKey('account_role.party_role_code')
account_role_id = Column(
Integer,
ForeignKey('account_role.account_role_id')
)

account_role = relationship(
'AccountRole',
primaryjoin='Prospect.party_role_code == AccountRole.party_role_code',
primaryjoin='Prospect.account_role_id == AccountRole.account_role_id',
back_populates='prospect'
)

def __repr__(self):
return "<Prospect(" \
"party_role_code='%s'" \
"account_role_id='%s'" \
")>" % (
self.party_role_code
self.account_role_id
)


Expand All @@ -425,14 +509,14 @@ class Customer(Base):
primary_key=True
)

party_role_code = Column(
String,
ForeignKey('account_role.party_role_code')
account_role_id = Column(
Integer,
ForeignKey('account_role.account_role_id')
)

account_role = relationship(
'AccountRole',
primaryjoin='Customer.party_role_code == AccountRole.party_role_code',
primaryjoin='Customer.account_role_id == AccountRole.account_role_id',
back_populates='customer'
)

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