""" Options:
Date: 2025-12-06 06:54:19
Version: 8.80
Tip: To override a DTO option, remove "#" prefix before updating
BaseUrl: https://api.dev.dynamics.trendsic.com

#GlobalNamespace: 
#AddServiceStackTypes: True
#AddResponseStatus: False
#AddImplicitVersion: 
#AddDescriptionAsComments: True
IncludeTypes: FactFinderRequest.*
#ExcludeTypes: 
#DefaultImports: datetime,decimal,marshmallow.fields:*,servicestack:*,typing:*,dataclasses:dataclass/field,dataclasses_json:dataclass_json/LetterCase/Undefined/config,enum:Enum/IntEnum
#DataClass: 
#DataClassJson: 
"""

import datetime
import decimal
from marshmallow.fields import *
from servicestack import *
from typing import *
from dataclasses import dataclass, field
from dataclasses_json import dataclass_json, LetterCase, Undefined, config
from enum import Enum, IntEnum


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class Contact:
    contact_id: int = 0
    contact_type: int = 0
    first_name: Optional[str] = None
    last_name: Optional[str] = None
    name: Optional[str] = None
    role: Optional[str] = None
    title: Optional[str] = None
    email_work: Optional[str] = None
    email_personal: Optional[str] = None
    district: Optional[str] = None
    district_i_d: int = 0
    school: Optional[str] = None
    school_i_d: int = 0
    state: Optional[str] = None
    state_name: Optional[str] = None
    state_i_d: int = 0
    county_i_d: int = 0
    county: Optional[str] = None
    phone: Optional[str] = None
    department: Optional[str] = None
    flow: Optional[str] = None
    last_contact: datetime.datetime = datetime.datetime(1, 1, 1)
    do_not_contact: bool = False
    active: bool = False
    agent_id: int = 0
    phone_alt: Optional[str] = None
    pera_contact_id: int = 0
    room_number: Optional[str] = None
    source_type_id: int = 0
    source_type_desc: Optional[str] = None
    source_note: Optional[str] = None
    contact_status_id: int = 0
    contact_status_desc: Optional[str] = None
    ssn: Optional[str] = None
    date_of_birth: datetime.datetime = datetime.datetime(1, 1, 1)
    deleted: bool = False
    is_shared: bool = False
    address_line1: Optional[str] = None
    address_city: Optional[str] = None
    address_state: Optional[str] = None
    address_zip: Optional[str] = None
    deleted_by: Optional[str] = None
    deleted_date_time_utc: Optional[datetime.datetime] = None
    has_n_b_c: bool = False
    has_fact_finder_sheet: bool = False
    middle_initial: Optional[str] = None
    tags: Optional[str] = None
    date_created: datetime.datetime = datetime.datetime(1, 1, 1)
    phone_label: Optional[str] = None
    alt_phone_label: Optional[str] = None
    carriers: Optional[str] = None
    contact_image: Optional[str] = None
    company_affiliation: Optional[str] = None
    additional_information: Optional[str] = None
    has_gift_card: bool = False
    contact_category: int = 0
    writing_agent_id: int = 0
    writing_agent_name: Optional[str] = None
    marital_status: Optional[str] = None
    total_debt_amount: Decimal = decimal.Decimal(0)
    number_of_debt_accounts: int = 0
    fact_finder_code_id: int = 0
    business_name: Optional[str] = None
    dba: Optional[str] = None
    contact_g_u_i_d: Optional[str] = None
    project_end_date: datetime.datetime = datetime.datetime(1, 1, 1)
    rate: int = 0
    job_i_d: int = 0
    job_name: Optional[str] = None
    job_count: int = 0
    locked: bool = False
    locked_by_agent_id: int = 0
    locked_timestamp: datetime.datetime = datetime.datetime(1, 1, 1)
    initials: Optional[str] = None
    contact_category_name: Optional[str] = None
    sms_opt_in: bool = False


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderSheet:
    fact_finder_sheet_id: int = 0
    contact_id: int = 0
    employment_years: Optional[str] = None
    past_occupations: Optional[str] = None
    client_gross_mthly_income: Optional[Decimal] = None
    client_net_mthly_income: Optional[Decimal] = None
    household_gross_mthly_income: Optional[Decimal] = None
    household_net_mthly_income: Optional[Decimal] = None
    estimated_expenses: Optional[Decimal] = None
    discretionary_income: Optional[Decimal] = None
    desired_retirement_income: Optional[Decimal] = None
    retirement_goals: Optional[str] = None
    emergency_fund_mthly_contrib: Optional[Decimal] = None
    emergency_fund_balance: Optional[Decimal] = None
    emergency_fund_complete: Optional[bool] = None
    work_status: Optional[str] = None
    unused_sick_days: Optional[Decimal] = None
    unused_sick_hours: Optional[Decimal] = None
    contract_base_serv_per_yr_days: Optional[Decimal] = None
    contract_base_serv_per_yr_hours: Optional[Decimal] = None
    days_per_week: Optional[Decimal] = None
    hours_per_week: Optional[Decimal] = None
    months_per_year: Optional[Decimal] = None
    num_pre_tax_checks_per_yr: Optional[int] = None
    years_with_other_districts: Optional[Decimal] = None
    primary_life_insurance: Optional[bool] = None
    pli_carrier: Optional[str] = None
    pli_face_amount: Optional[Decimal] = None
    pli_issue_date: Optional[datetime.datetime] = None
    pli_premium: Optional[Decimal] = None
    pli_type: Optional[str] = None
    pli_type_of: Optional[str] = None
    pli_cash_value: Optional[Decimal] = None
    spouse_life_insurance: Optional[bool] = None
    sli_carrier: Optional[str] = None
    sli_face_amount: Optional[Decimal] = None
    sli_issue_date: Optional[datetime.datetime] = None
    sli_premium: Optional[Decimal] = None
    sli_type: Optional[str] = None
    sli_type_of: Optional[str] = None
    sli_cash_value: Optional[Decimal] = None
    primary_l_t_c_insurance: Optional[bool] = None
    pltc_premium: Optional[Decimal] = None
    primary_disability_insurance: Optional[bool] = None
    pdi_premium: Optional[Decimal] = None
    spouse_l_t_c_insurance: Optional[bool] = None
    sltc_premium: Optional[Decimal] = None
    spouse_disability_insurance: Optional[bool] = None
    sdi_premium: Optional[Decimal] = None
    has_retirement_savings: Optional[bool] = None
    has_prior_employment_retirement_savings: Optional[bool] = None
    has_distribution_plan: Optional[bool] = None


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContactSpouse:
    contact_spouse_id: int = 0
    contact_id: int = 0
    name: Optional[str] = None
    dob: Optional[datetime.datetime] = None
    cell: Optional[str] = None
    employer: Optional[str] = None
    years: Optional[Decimal] = None
    position: Optional[str] = None
    email: Optional[str] = None
    past_occupations: Optional[str] = None


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContactChild:
    contact_child_id: int = 0
    contact_id: int = 0
    name: Optional[str] = None
    dob: Optional[datetime.datetime] = None
    fund: Optional[str] = None
    contribution: Optional[Decimal] = None
    balance: Optional[Decimal] = None


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContactRetirementIncome:
    contact_retirement_income_id: int = 0
    contact_id: int = 0
    account_owner: Optional[str] = None
    account_type: Optional[str] = None
    carrier: Optional[str] = None
    total_value: Optional[Decimal] = None
    surr_value: Optional[Decimal] = None
    date_of_issue: Optional[datetime.datetime] = None
    fees: Optional[Decimal] = None
    policy_num: Optional[str] = None
    contrib: Optional[Decimal] = None
    emp_notes: Optional[str] = None
    tax_code: Optional[str] = None
    surr_charge: Optional[Decimal] = None
    third_prty_pprwrk_o_k: Optional[bool] = None
    addl_forms_reqd: Optional[bool] = None
    original_forms_reqd: Optional[bool] = None
    signature_guar_reqd: Optional[bool] = None
    fax_accepted: Optional[bool] = None
    fax_number: Optional[str] = None
    mailing_addr: Optional[str] = None
    mailing_city: Optional[str] = None
    mailing_state: Optional[str] = None
    mailing_zip: Optional[str] = None
    has_outstanding_loans: Optional[bool] = None


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContactExpense:
    contact_expense_id: int = 0
    contact_id: int = 0
    expense_type: Optional[str] = None
    description: Optional[str] = None
    balance: Optional[Decimal] = None
    interest_rate: Optional[Decimal] = None
    minimum_payment: Optional[Decimal] = None
    monthly_payment: Optional[Decimal] = None


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContactClientReferral:
    contact_client_referral_id: int = 0
    contact_id: int = 0
    name: Optional[str] = None
    campus: Optional[str] = None
    room: Optional[str] = None
    phone: Optional[str] = None


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContactLTAInfo:
    contact_l_t_a_info_id: int = 0
    contact_id: int = 0
    plan_type: Optional[str] = None
    company: Optional[str] = None
    contribution: Optional[Decimal] = None
    balance: Optional[Decimal] = None


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class ContactPension:
    contact_pension_id: int = 0
    contact_id: int = 0
    pension_system: Optional[str] = None
    pension_start_date: Optional[datetime.datetime] = None
    service_credit: Optional[Decimal] = None
    service_credit_as_of_date: Optional[datetime.datetime] = None
    desired_retirement_date: Optional[datetime.datetime] = None
    desired_retirement_age: int = 0
    spousal_benefit_desired: Optional[bool] = None
    formula_percent: Optional[Decimal] = None
    formula_at: Optional[Decimal] = None
    defined_benefit_balance: Optional[Decimal] = None
    defined_benefit_spouse_balance: Optional[Decimal] = None


@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderSheetExtended:
    contact: Optional[Contact] = None
    fact_finder_sheet: Optional[FactFinderSheet] = None
    spouse: Optional[ContactSpouse] = None
    children: List[ContactChild] = field(default_factory=list)
    income_sources: List[ContactRetirementIncome] = field(default_factory=list)
    additional_notes: Optional[str] = None
    expenses: List[ContactExpense] = field(default_factory=list)
    referrals: List[ContactClientReferral] = field(default_factory=list)
    lta_info: List[ContactLTAInfo] = field(default_factory=list)
    pensions: List[ContactPension] = field(default_factory=list)


# @Route("/v1/FactFinder", "POST,PUT,OPTIONS")
@dataclass_json(letter_case=LetterCase.CAMEL, undefined=Undefined.EXCLUDE)
@dataclass
class FactFinderRequest:
    fact_finder_sheet: Optional[FactFinderSheetExtended] = None
    data_entry: bool = False