[lmi-commits] [lmi] master 956fcca 071/156: Change the second narrative summary page to use a template too

[Greg Chicares]

branch: master
commit 956fccad09e6a26246c5903cee43ef18faebc065
Author: Vadim Zeitlin <address@hidden>
Commit: Vadim Zeitlin <address@hidden>

    Change the second narrative summary page to use a template too
    
    Define the page contents in the template instead of hard-coding it.
---
 ledger_pdf_generator_wx.cpp     | 301 +---------------------------------------
 narrative_summary_cont.mustache | 237 +++++++++++++++++++++++++++++++
 2 files changed, 238 insertions(+), 300 deletions(-)

diff --git a/ledger_pdf_generator_wx.cpp b/ledger_pdf_generator_wx.cpp
index cb5d95b..10dc903 100644
--- a/ledger_pdf_generator_wx.cpp
+++ b/ledger_pdf_generator_wx.cpp
@@ -1013,306 +1013,7 @@ class narrative_summary_cont_page : public numbered_page
     {
         numbered_page::render(ledger, writer, interpolate_html);
 
-        // Just a convenient helper performing a common operation.
-        auto const add_body_paragraph = [=](std::string const& s) -> text
-            {
-            return add_body_paragraph_html(interpolate_html(s));
-            };
-
-        text summary_html = tag::p[attr::align("center")]
-            (text::from("NARRATIVE SUMMARY (Continued)")
-            );
-
-        summary_html += tag::br;
-
-        if(interpolate_html.test_variable("HasSalesLoadRefund"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-Sales Load Refund: We will refund a portion of the sales load
-to you, as part of your {{CsvName}}
-Value, if you surrender your contract within the first two
-policy years. In policy year 1, we will refund
-{{SalesLoadRefundRate0}}
-of the first contract year sales load collected
-and in contract year 2, we will refund
-{{SalesLoadRefundRate1}}
-of the first contract year sales load collected.
-)"
-                );
-            }
-
-        if(interpolate_html.test_variable("NoLapse"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-{{NoLapseProvisionName}}:
-The contract will remain in force after the first premium
-has been paid, even if there is insufficient
-{{AvName}} Value
-to cover the monthly charges provided that the insured
-is not in a substandard rating class and the policy debt
-does not exceed {{AvName}} Value.
-)"
-                );
-            }
-
-        summary_html += add_body_paragraph("{{GuarMortalityFootnote}}");
-
-        summary_html += add_body_paragraph
-            (R"(
-This illustration assumes death of the insured at age {{EndtAge}}.
-)"
-            );
-
-        summary_html += add_body_paragraph
-            (R"(
- The loan interest rate is fixed at {{InitAnnLoanDueRate}} per year.
-)"
-            );
-
-        summary_html += add_body_paragraph
-            (R"(
-The state of issue is {{StatePostalAbbrev}}.
-)"
-            );
-
-        summary_html += add_body_paragraph
-            (R"(
-This illustration assumes an initial Selected Face Amount of
-${{InitBaseSpecAmt}}. Selected Face
-Amount reductions assumed in this illustration (if any) are shown
-in the Tabular Detail.
-)"
-            );
-
-        if(interpolate_html.test_variable("IsInforce"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-This illustration assumes a beginning account value of
-${{InforceUnloanedAV}} as of the date of this illustration.
-)"
-                );
-
-            summary_html += add_body_paragraph
-                (R"(
-This illustration assumes a beginning cost basis of
-${{InforceTaxBasis}} as
-of the date of this illustration; the actual cost basis
-may be higher or lower. Consult the Home Office for cost
-basis information.
-)"
-                );
-            }
-
-        if(interpolate_html.test_variable("Composite"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-Please see the attached census, listing the face amounts,
-underwriting classes and issue ages for individual participants.
-)"
-                );
-            }
-
-        if(interpolate_html.test_variable("StateIsCarolina"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-In the states of North Carolina and South Carolina,
-Guaranteed Issue Underwriting is referred
-to as "Limited Underwriting" and Simplified
-Issue Underwriting is referred to as "Simplified Underwriting".
-)"
-                );
-            }
-
-        if(interpolate_html.test_variable("StateIsMaryland"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-In the state of Maryland, Guaranteed Issue Underwriting
-is referred to as "Nonstandard Limited Underwriting"
-and Simplified Issue Underwriting is referred to as
-"Nonstandard Simplified Underwriting".
-)"
-                );
-            }
-
-        if(interpolate_html.test_variable("GroupExperienceRating"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-We may assess a Market Value Adjustment upon a surrender
-of the certificate when the surrender proceeds are intended
-to be applied to an insurance policy issued by an insurer
-unaffiliated with
-{{InsCoShortName}}
-with an intent to qualify the exchange as a tax free exchange
-under IRC section 1035.
-)"
-                );
-
-            if(!interpolate_html.test_variable("UseExperienceRating"))
-                {
-                summary_html += add_body_paragraph
-                    ("This illustration does not reflect experience rating."
-                    );
-                }
-
-            summary_html += add_body_paragraph
-                (R"(
-The guaranteed values reflect the maximum charges permitted
-by the contract, which may include an Experience Rating
-Risk Charge.
-)"
-                );
-
-            summary_html += add_body_paragraph
-                (R"(
-No Experience Rating Risk Charge or a distribution
-of an Experience Rating Reserve Credit is reflected
-in the current, non-guaranteed values. Actual charges
-and credits will be based on the actual experience of the group.
-)"
-                );
-            }
-
-        if(interpolate_html.test_variable("Has1035ExchCharge"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-{{^SinglePremium}}
-    Upon surrender of this policy, where the surrender
-    proceeds are intended to be applied to an insurance policy
-    or certificate issued in conjunction with an intent
-    to qualify the exchange as a tax free exchange
-    under Section 1035 of the Internal Revenue Code,
-    we may assess an Exchange Charge. The Exchange Charge
-    is the greater of the Market Value Adjustment Charge
-    and the Percentage of Premium Charge. In the states
-    of Florida or Indiana, the Exchange charge
-    (referred to as Assignment Charge in Florida)
-    will be the Percentage of Premium Charge only.
-    The Exchange Charge will potentially reduce
-    the surrender proceeds, but will never increase
-    the surrender proceeds. Please refer to your policy
-    for details.
-{{/SinglePremium}}
-{{#SinglePremium}}
-        Upon surrender of this policy, where the surrender proceeds
-        are intended to be applied to an insurance policy
-        or certificate issued in conjunction with an intent
-        to qualify the exchange as a tax free exchange
-        under Section 1035 of the Internal Revenue Code (1035
-        Exchange), we may assess an Exchange Charge. The Exchange
-        Charge will potentially reduce the surrender proceeds,
-        but will never increase the surrender proceeds.
-        Please refer to your policy for details.
-{{/SinglePremium}}
-)"
-                );
-            }
-
-        if(interpolate_html.test_variable("HasSpouseRider"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-The ${{SpouseRiderAmount}} Spouse
-rider provides term life insurance on the spouse
-(issue age {{SpouseIssueAge}})
-for a limited duration, for an extra charge.
-Please refer to your contract for specific provisions
-and a detailed schedule of charges.
-)"
-                );
-            }
-
-        if(interpolate_html.test_variable("HasChildRider"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-The ${{ChildRiderAmount}} Child
-rider provides term life insurance on the insured's children
-for a limited duration, for an extra charge. Please refer
-to your contract for specific provisions
-and a detailed schedule of charges.
-)"
-                );
-            }
-
-        summary_html += add_body_paragraph("{{SurrenderFootnote}}");
-
-        summary_html += add_body_paragraph("{{FundRateFootnote}}");
-
-        summary_html += add_body_paragraph("{{Space2}}{{FundRateFootnote0}}");
-
-        summary_html += add_body_paragraph("{{Space2}}{{FundRateFootnote1}}");
-
-        summary_html += tag::p[attr::align("center")]
-            (tag::b
-                (text::from("IMPORTANT TAX DISCLOSURE")
-                )
-            );
-
-        summary_html += add_body_paragraph
-            (R"(
-As illustrated, this contract
-{{#IsMec}}
-  becomes
-{{/IsMec}}
-{{^IsMec}}
-  would not become
-{{/IsMec}}
-a Modified Endowment Contract (MEC)
-under the Internal Revenue Code
-{{#IsMec}}
-{{MecYearPlus1}}
-{{/IsMec}}
-To the extent of gain in the contract, loans, distributions
-and withdrawals from a MEC are subject to income tax
-and may also trigger a penalty tax.
-)"
-            );
-
-        if
-            (   !interpolate_html.test_variable("SinglePremium")
-            &&  !interpolate_html.test_variable("IsInforce")
-            )
-            {
-            summary_html += add_body_paragraph
-                (R"(
-The initial 7-pay premium limit is ${{InitSevenPayPrem}}.
-)"
-                );
-            }
-
-        summary_html += tag::p
-            (tag::font[attr::size("-1")]
-                (tag::b
-                    (interpolate_html
-                        (R"(
-The information contained in this illustration is not written
-or intended as tax or legal advice, and may not be relied upon
-for purposes of avoiding any federal tax penalties.
-Neither {{InsCoShortName}} nor any
-of its employees or representatives are authorized to give tax
-or legal advice. For more information pertaining
-to the tax consequences of purchasing or owning this policy,
-consult with your own independent tax or legal counsel.
-)"
-                        )
-                    )
-                )
-            );
-
-        writer.output_html
-            (writer.get_horz_margin()
-            ,writer.get_vert_margin()
-            ,writer.get_page_width()
-            ,summary_html
-            );
+        render_page_template("narrative_summary_cont", writer, 
interpolate_html);
     }
 };
 
diff --git a/narrative_summary_cont.mustache b/narrative_summary_cont.mustache
new file mode 100644
index 0000000..3737024
--- /dev/null
+++ b/narrative_summary_cont.mustache
@@ -0,0 +1,237 @@
+<!-- No header for this page, just the logo -->
+<img src="company_logo.png"></img>
+
+<p align="center">NARRATIVE SUMMARY (Continued)</p>
+
+<br></br>
+
+<font size="-1">
+
+{{#HasSalesLoadRefund}}
+    <p>
+    Sales Load Refund: We will refund a portion of the sales load
+    to you, as part of your {{CsvName}}
+    Value, if you surrender your contract within the first two
+    policy years. In policy year 1, we will refund
+    {{SalesLoadRefundRate0}}
+    of the first contract year sales load collected
+    and in contract year 2, we will refund
+    {{SalesLoadRefundRate1}}
+    of the first contract year sales load collected.
+    </p>
+{{/HasSalesLoadRefund}}
+
+{{#NoLapse}}
+    <p>
+    {{NoLapseProvisionName}}:
+    The contract will remain in force after the first premium
+    has been paid, even if there is insufficient
+    {{AvName}} Value
+    to cover the monthly charges provided that the insured
+    is not in a substandard rating class and the policy debt
+    does not exceed {{AvName}} Value.
+    </p>
+{{/NoLapse}}
+
+<p>
+{{GuarMortalityFootnote}}
+</p>
+
+<p>
+This illustration assumes death of the insured at age {{EndtAge}}.
+</p>
+
+<p>
+The loan interest rate is fixed at {{InitAnnLoanDueRate}} per year.
+</p>
+
+<p>
+The state of issue is {{StatePostalAbbrev}}.
+</p>
+
+<p>
+This illustration assumes an initial Selected Face Amount of
+${{InitBaseSpecAmt}}. Selected Face
+Amount reductions assumed in this illustration (if any) are shown
+in the Tabular Detail.
+</p>
+
+{{#IsInforce}}
+    <p>
+    This illustration assumes a beginning account value of
+    ${{InforceUnloanedAV}} as of the date of this illustration.
+    </p>
+
+    <p>
+    This illustration assumes a beginning cost basis of
+    ${{InforceTaxBasis}} as
+    of the date of this illustration; the actual cost basis
+    may be higher or lower. Consult the Home Office for cost
+    basis information.
+    </p>
+{{/IsInforce}}
+
+{{#Composite}}
+    <p>
+    Please see the attached census, listing the face amounts,
+    underwriting classes and issue ages for individual participants.
+    </p>
+{{/Composite}}
+
+{{#StateIsCarolina}}
+    <p>
+    In the states of North Carolina and South Carolina,
+    Guaranteed Issue Underwriting is referred
+    to as "Limited Underwriting" and Simplified
+    Issue Underwriting is referred to as "Simplified Underwriting".
+    </p>
+{{/StateIsCarolina}}
+
+{{#StateIsMaryland}}
+    <p>
+    In the state of Maryland, Guaranteed Issue Underwriting
+    is referred to as "Nonstandard Limited Underwriting"
+    and Simplified Issue Underwriting is referred to as
+    "Nonstandard Simplified Underwriting".
+    </p>
+{{/StateIsMaryland}}
+
+{{#GroupExperienceRating}}
+    <p>
+    We may assess a Market Value Adjustment upon a surrender
+    of the certificate when the surrender proceeds are intended
+    to be applied to an insurance policy issued by an insurer
+    unaffiliated with
+    {{InsCoShortName}}
+    with an intent to qualify the exchange as a tax free exchange
+    under IRC section 1035.
+    </p>
+
+    {{^UseExperienceRating}}
+        <p>
+        This illustration does not reflect experience rating.
+        </p>
+    {{/UseExperienceRating}}
+
+    <p>
+    The guaranteed values reflect the maximum charges permitted
+    by the contract, which may include an Experience Rating
+    Risk Charge.
+    </p>
+
+    <p>
+    No Experience Rating Risk Charge or a distribution
+    of an Experience Rating Reserve Credit is reflected
+    in the current, non-guaranteed values. Actual charges
+    and credits will be based on the actual experience of the group.
+    </p>
+{{/GroupExperienceRating}}
+
+{{#Has1035ExchCharge}}
+    <p>
+    {{^SinglePremium}}
+        Upon surrender of this policy, where the surrender
+        proceeds are intended to be applied to an insurance policy
+        or certificate issued in conjunction with an intent
+        to qualify the exchange as a tax free exchange
+        under Section 1035 of the Internal Revenue Code,
+        we may assess an Exchange Charge. The Exchange Charge
+        is the greater of the Market Value Adjustment Charge
+        and the Percentage of Premium Charge. In the states
+        of Florida or Indiana, the Exchange charge
+        (referred to as Assignment Charge in Florida)
+        will be the Percentage of Premium Charge only.
+        The Exchange Charge will potentially reduce
+        the surrender proceeds, but will never increase
+        the surrender proceeds. Please refer to your policy
+        for details.
+    {{/SinglePremium}}
+    {{#SinglePremium}}
+        Upon surrender of this policy, where the surrender proceeds
+        are intended to be applied to an insurance policy
+        or certificate issued in conjunction with an intent
+        to qualify the exchange as a tax free exchange
+        under Section 1035 of the Internal Revenue Code (1035
+        Exchange), we may assess an Exchange Charge. The Exchange
+        Charge will potentially reduce the surrender proceeds,
+        but will never increase the surrender proceeds.
+        Please refer to your policy for details.
+    {{/SinglePremium}}
+    </p>
+{{/Has1035ExchCharge}}
+
+{{#HasSpouseRider}}
+    <p>
+    The ${{SpouseRiderAmount}} Spouse
+    rider provides term life insurance on the spouse
+    (issue age {{SpouseIssueAge}})
+    for a limited duration, for an extra charge.
+    Please refer to your contract for specific provisions
+    and a detailed schedule of charges.
+    </p>
+{{/HasSpouseRider}}
+
+{{#HasChildRider}}
+    <p>
+    The ${{ChildRiderAmount}} Child
+    rider provides term life insurance on the insured's children
+    for a limited duration, for an extra charge. Please refer
+    to your contract for specific provisions
+    and a detailed schedule of charges.
+    </p>
+{{/HasChildRider}}
+
+<p>{{SurrenderFootnote}}</p>
+
+<p>{{FundRateFootnote}}</p>
+
+<p>&nbsp;&nbsp;{{FundRateFootnote0}}</p>
+
+<p>&nbsp;&nbsp;{{FundRateFootnote1}}</p>
+
+</font>
+
+<p align="center">IMPORTANT TAX DISCLOSURE</p>
+
+<font size="-1">
+
+<p>
+As illustrated, this contract
+{{#IsMec}}
+  becomes
+{{/IsMec}}
+{{^IsMec}}
+  would not become
+{{/IsMec}}
+a Modified Endowment Contract (MEC)
+under the Internal Revenue Code
+{{#IsMec}}
+{{MecYearPlus1}}
+{{/IsMec}}
+To the extent of gain in the contract, loans, distributions
+and withdrawals from a MEC are subject to income tax
+and may also trigger a penalty tax.
+</p>
+
+{{^SinglePremium}}
+    {{^IsInforce}}
+        <p>
+        The initial 7-pay premium limit is ${{InitSevenPayPrem}}.
+        </p>
+    {{/IsInforce}}
+{{/SinglePremium}}
+
+<p>
+<b>
+The information contained in this illustration is not written
+or intended as tax or legal advice, and may not be relied upon
+for purposes of avoiding any federal tax penalties.
+Neither {{InsCoShortName}} nor any
+of its employees or representatives are authorized to give tax
+or legal advice. For more information pertaining
+to the tax consequences of purchasing or owning this policy,
+consult with your own independent tax or legal counsel.
+</b>
+</p>
+
+</font>