11550 - AmalgamaTING and TED Business Summary PDF (bcgov#2398)

* AmalTED pdf

* Amalgamating pdf

* remove Dissolution/Restoration Information section

* fix lint error

* lint with flake8

* lint

legal-api/report-templates/businessSummary.html

@@ -35,6 +35,7 @@
       [[business-summary/stateTransition.html]]
       [[business-summary/recordKeeper.html]]
       [[business-summary/amalgamations.html]]
+      [[business-summary/amalgamating.html]]
       [[common/addresses.html]]
       {% if business.legalType in ['GP', 'SP'] %}
          [[business-summary/parties.html]]

legal-api/report-templates/template-parts/business-summary/amalgamating.html

@@ -0,0 +1,24 @@
+{% if business.isAmalgamating %}
+<div class="no-page-break">
+    <div class="separator mt-4"></div>
+    <div class="section-title mt-4">Amalgamated Into</div>
+</div>
+
+<div class="mt-2">
+    <span class="section-sub-title">Name of Amalgamated Company: </span>
+    {% if business.amalgamatedInto is defined %}
+    <span class="section-data">{{business.amalgamatedInto.legalName}}</span>
+    {% else %}
+    <span class="section-data">Not Available</span>
+    {% endif %}
+</div>
+
+<div class="mt-2">
+    <span class="section-sub-title">Incorporation Number: </span>
+    {% if business.amalgamatedInto is defined %}
+    <span class="section-data">{{business.amalgamatedInto.identifier}}</span>
+    {% else %}
+    <span class="section-data">Not Available</span>
+    {% endif %}
+</div>
+{% endif %}

legal-api/report-templates/template-parts/business-summary/amalgamations.html

@@ -1,15 +1,15 @@
 {% if business.amalgamatedEntity %}
 <div class="no-page-break">
   <div class="separator mt-4"></div>
-  <div class="section-title mt-4">Amalgamating {{ entityShortDescription }}s Information</div>
+  <div class="section-title mt-4">Amalgamating Corporation(s) Information</div>
 </div>
 <table class="section-data amalgamation-table mt-4" role="presentation">
     <tr class="no-page-break">
         <td class="col-50">
-            <div class="section-sub-title">Name</div>
+            <div class="section-sub-title">Amalgamating Corporation</div>
         </td>
         <td class="col-50">
-           <div class="section-sub-title">Incorporation Number in B.C.</div>
+           <div class="section-sub-title">Incorporation Number</div>
         </td>
       </tr>
       {% for entity in amalgamatedEntities %}

legal-api/report-templates/template-parts/business-summary/stateTransition.html

@@ -1,4 +1,4 @@
-{% if stateFilings|length > 0 %}
+{% if stateFilings|length > 0 and not business.isAmalgamating %}
 <div class="no-page-break">
   <div class="separator mt-4"></div>
   <div class="section-title mt-4">

legal-api/src/legal_api/reports/business_document.py

@@ -22,6 +22,7 @@
 from flask import current_app, jsonify
 
 from legal_api.models import AlternateName, CorpType, Filing, LegalEntity
+from legal_api.models.amalgamation import Amalgamation
 from legal_api.reports.registrar_meta import RegistrarInfo
 from legal_api.resources.v2.business import get_addresses, get_directors
 from legal_api.resources.v2.business.business_parties import get_parties
@@ -83,6 +84,7 @@ def _substitute_template_parts(template_code):
         template_parts = [
             "business-summary/alterations",
             "business-summary/amalgamations",
+            "business-summary/amalgamating",
             "business-summary/businessDetails",
             "business-summary/liquidation",
             "business-summary/nameChanges",
@@ -133,6 +135,7 @@ def _get_template_data(self, get_json=False):
                 self._set_name_translations(business_json)
                 self._set_business_changes(business_json)
                 self._set_amalgamation_details(business_json)
+                self._set_amalgamating_details(business_json)
                 self._set_liquidation_details(business_json)
 
             if self._legal_entity.entity_type in ["SP", "GP"]:
@@ -326,6 +329,14 @@ def _set_business_state_changes(self, legal_entity: dict):
             ],
         ):
             state_filings.append(self._format_state_filing(filing))
+        # If it is amalgamating business
+        if ((legal_entity.get("business").get("state") == "HISTORICAL")
+                and (legal_entity.get("business").get("amalgamatedInto"))):
+            amalgamating_business_temp = LegalEntity.find_by_identifier(legal_entity.get("business").get("identifier"))
+            amalgamating_business = amalgamating_business_temp.amalgamating_businesses.one_or_none()
+            amalgamation = Amalgamation.find_by_id(amalgamating_business.amalgamation_id)
+            filing = Filing.find_by_id(amalgamation.filing_id)
+            state_filings.append(self._format_state_filing(filing))
         legal_entity["stateFilings"] = state_filings
 
     def _set_record_keepers(self, legal_entity: dict):
@@ -440,6 +451,8 @@ def _format_state_filing(self, filing: Filing) -> dict:
                 filing_meta["continuationOut"]["continuationOutDate"]
             )
             filing_info["continuationOutDate"] = continuation_out_date.strftime(OUTPUT_DATE_FORMAT)
+        elif filing.filing_type == "amalgamationApplication":
+            filing_info["filingName"] = "Amalgamation"
         else:
             filing_info["filingName"] = BusinessDocument._get_summary_display_name(filing.filing_type, None, None)
         return filing_info
@@ -450,10 +463,27 @@ def _set_amalgamation_details(self, legal_entity: dict):
         amalgamation_application = Filing.get_filings_by_types(self._legal_entity, ["amalgamationApplication"])
         if amalgamation_application:
             legal_entity["business"]["amalgamatedEntity"] = True
-            # else condition will have to be added when we do amalgamation in the new system
+            amalgamation_json = amalgamation_application[0].filing_json.get("filing", {})\
+                .get("amalgamationApplication", {})
+            # if it's future effective
             if self._epoch_filing_date and amalgamation_application[0].effective_date < self._epoch_filing_date:
                 amalgamated_businesses_info = {"legalName": NOT_AVAILABLE, "identifier": NOT_AVAILABLE}
                 amalgamated_businesses.append(amalgamated_businesses_info)
+            else:
+                amalgamating_businesses = amalgamation_json.get("amalgamatingBusinesses", {})
+                while amalgamating_businesses:
+                    if len(amalgamating_businesses[0].get("foreignJurisdiction", {})) == 0:
+                        identifier = amalgamating_businesses[0].get("identifier", {})
+                    else:
+                        identifier = amalgamating_businesses[0].get("corpNumber", {})
+                    amalgamating_business = legal_entity.find_by_identifier(identifier)
+                    business_legal_name = amalgamating_business.legal_name
+                    amalgamated_businesses_info = {
+                        "legalName": business_legal_name,
+                        "identifier": identifier
+                    }
+                    amalgamated_businesses.append(amalgamated_businesses_info)
+                    amalgamating_businesses.remove(amalgamating_businesses[0])
         legal_entity["amalgamatedEntities"] = amalgamated_businesses
 
     def _set_liquidation_details(self, legal_entity: dict):