[lmi-commits] [lmi] master 9665573 070/156: Change narrative summary page to use an external template

[Greg Chicares]

branch: master
commit 9665573f0edc51b48e46be7a092f950ae4bb92b4
Author: Vadim Zeitlin <address@hidden>
Commit: Vadim Zeitlin <address@hidden>

    Change narrative summary page to use an external template
    
    Define the page contents in the template instead of hard-coding it.
---
 ledger_pdf_generator_wx.cpp | 241 +-------------------------------------------
 narrative_summary.mustache  | 182 +++++++++++++++++++++++++++++++++
 2 files changed, 183 insertions(+), 240 deletions(-)

diff --git a/ledger_pdf_generator_wx.cpp b/ledger_pdf_generator_wx.cpp
index eb3b3fe..cb5d95b 100644
--- a/ledger_pdf_generator_wx.cpp
+++ b/ledger_pdf_generator_wx.cpp
@@ -998,246 +998,7 @@ class narrative_summary_page : public numbered_page
     {
         numbered_page::render(ledger, writer, interpolate_html);
 
-        text summary_html = get_header_html
-            (ledger.GetLedgerInvariant()
-            ,interpolate_html
-            );
-
-        summary_html += tag::p[attr::align("center")]
-            (text::from("NARRATIVE SUMMARY")
-            );
-
-        // 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));
-            };
-
-        std::string description;
-        if(!interpolate_html.test_variable("SinglePremium"))
-            {
-            description = R"(
-{{PolicyMktgName}} is a
-{{#GroupExperienceRating}}group{{/GroupExperienceRating}}
-{{#GroupCarveout}}group{{/GroupCarveout}}
-flexible premium adjustable life insurance contract.
-{{#GroupExperienceRating}}
-It is a no-load policy and is intended for large case sales.
-It is primarily marketed to financial institutions
-to fund certain corporate liabilities.
-{{/GroupExperienceRating}}
-It features accumulating account values, adjustable benefits,
-and flexible premiums.
-)";
-            }
-        else if(  interpolate_html.test_variable("ModifiedSinglePremium")
-               || interpolate_html.test_variable("ModifiedSinglePremium0")
-               )
-            {
-            description = R"(
-{{PolicyMktgName}}
-is a modified single premium adjustable life
-insurance contract. It features accumulating
-account values, adjustable benefits, and single premium.
-)";
-            }
-        else
-            {
-            description = R"(
-{{PolicyMktgName}}
-is a single premium adjustable life insurance contract.
-It features accumulating account values,
-adjustable benefits, and single premium.
-)";
-            }
-
-        summary_html += add_body_paragraph(description);
-
-        if(!interpolate_html.test_variable("IsInforce"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-Coverage may be available on a Guaranteed Standard Issue basis.
-All proposals are based on case characteristics and must
-be approved by the {{InsCoShortName}}
-Home Office. For details regarding underwriting
-and coverage limitations refer to your offer letter
-or contact your {{InsCoShortName}} representative.
-)"
-                );
-            }
-
-        summary_html += add_body_paragraph_html
-            ( interpolate_html("{{AvName}}")
-            + text::nbsp()
-            + interpolate_html("{{MonthlyChargesPaymentFootnote}}")
-            );
-
-        std::string premiums;
-        if(!interpolate_html.test_variable("SinglePremium"))
-            {
-            premiums = R"(
-Premiums are assumed to be paid on {{ErModeLCWithArticle}}
-basis and received at the beginning of the contract year.
-)";
-            }
-        else
-            {
-            premiums = R"(
-The single premium is assumed to be paid at the beginning
-of the contract year.
-)";
-            }
-
-        premiums += R"(
-{{AvName}} Values, {{CsvName}} Values,
-and death benefits are illustrated as of the end
-of the contract year. The method we use to allocate
-overhead expenses is the fully allocated expense method.
-)";
-
-        summary_html += add_body_paragraph(premiums);
-
-        if(!interpolate_html.test_variable("SinglePremium"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-In order to guarantee coverage to age
-{{EndtAge}}, {{ErModeLCWithArticle}} premium
-{{#HasGuarPrem}}
-of ${{GuarPrem}} must be paid.
-{{/HasGuarPrem}}
-{{^HasGuarPrem}}
-is defined.
-{{/HasGuarPrem}}
-This amount is based on the guaranteed monthly charges
-and the guaranteed interest crediting rate.
-{{#DefnLifeInsIsGPT}}
-This premium may be in excess of the maximum premium allowable
-in order to qualify this policy as life insurance.
-{{/DefnLifeInsIsGPT}}
-)"
-                );
-            }
-
-        summary_html += add_body_paragraph
-            (R"(
-Loaned amounts of the {{AvName}}
-Value will be credited a rate equal to the loan interest rate less
-a spread, guaranteed not to exceed
-{{#GroupCarveout}}
-1.25%.
-{{/GroupCarveout}}
-{{^GroupCarveout}}
-3.00%.
-{{/GroupCarveout}}
-)"
-            );
-
-        if(interpolate_html.test_variable("HasTerm"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-The term rider provides the option to purchase monthly
-term insurance on the life of the insured. The term rider
-selected face amount supplements the selected face amount
-of the contract. If the term rider is attached, the policy
-to which it is attached may have a lower annual cutoff premium
-and, as a result, the lower overall sales loads paid may be
-lower than a contract having the same total face amount,
-but with no term rider.
-{{#NoLapse}}
-  Also, the lapse protection feature of the contract's
-  {{NoLapseProvisionName}}
-  does not apply to the term rider's selected face amount.
-{{/NoLapse}}
-)"
-                );
-            }
-
-        if(interpolate_html.test_variable("HasWP"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-The Waiver of Monthly Charges Rider provides for waiver
-of monthly charges in the event of the disability
-of the insured that begins before attained age 65
-and continues for at least 6 months, as described in the rider.
-An additional charge is associated with this rider. Please refer
-to your contract for specific provisions and a detailed schedule
-of charges.
-)"
-                );
-            }
-
-        if(interpolate_html.test_variable("HasWP"))
-            {
-            summary_html += add_body_paragraph
-                (R"(
-The Accidental Death benefit provides an additional benefit
-if death is due to accident. An additional charge is associated
-with this rider. Please refer to your contract
-for specific provisions and a detailed schedule of charges.
-)"
-                );
-            }
-
-        summary_html += add_body_paragraph
-            (R"(
-The definition of life insurance for this contract is the
-{{#DefnLifeInsIsGPT}}
-    guideline premium test. The guideline single premium
-    is ${{InitGSP}}
-    and the guideline level premium
-    is ${{InitGLP}}
-{{/DefnLifeInsIsGPT}}
-{{^DefnLifeInsIsGPT}}
-    cash value accumulation test.
-{{/DefnLifeInsIsGPT}}
-)"
-            );
-
-        summary_html += add_body_paragraph
-            (R"(
-This is an illustration only. An illustration is not intended
-to predict actual performance. Interest rates
-and values set forth in the illustration are not guaranteed.
-)"
-            );
-
-        summary_html += add_body_paragraph
-            (R"(
-{{^StateIsTexas}}
-This illustration assumes that the currently illustrated
-non-guaranteed elements will continue unchanged
-for all years shown. This is not likely to occur
-and actual results may be more or less favorable than shown.
-The non-guaranteed benefits and values are not guaranteed
-and are based on assumptions such as interest credited
-and current monthly charges, which are subject to change by
-{{InsCoName}}.
-{{/StateIsTexas}}
-{{#StateIsTexas}}
-This illustration is based on both non-guaranteed
-and guaranteed assumptions. Non-guaranteed assumptions
-include interest rates and monthly charges.
-This illustration assumes that the currently illustrated
-non-guaranteed elements will continue unchanged
-for all years shown. This is not likely to occur
-and actual results may be more or less favorable than shown.
-Factors that may affect future policy performance include
-the company's expectations for future mortality, investments,
-persistency, profits and expenses.
-{{/StateIsTexas}}
-)"
-            );
-
-        writer.output_html
-            (writer.get_horz_margin()
-            ,writer.get_vert_margin()
-            ,writer.get_page_width()
-            ,summary_html
-            );
+        render_page_template("narrative_summary", writer, interpolate_html);
     }
 };
 
diff --git a/narrative_summary.mustache b/narrative_summary.mustache
new file mode 100644
index 0000000..5b2482c
--- /dev/null
+++ b/narrative_summary.mustache
@@ -0,0 +1,182 @@
+{{>header}}
+
+<p align="center">NARRATIVE SUMMARY</p>
+
+<font size="-1">
+
+<p>
+{{^SinglePremium}}
+    {{PolicyMktgName}} is a
+    {{#GroupExperienceRating}}group{{/GroupExperienceRating}}
+    {{#GroupCarveout}}group{{/GroupCarveout}}
+    flexible premium adjustable life insurance contract.
+    {{#GroupExperienceRating}}
+    It is a no-load policy and is intended for large case sales.
+    It is primarily marketed to financial institutions
+    to fund certain corporate liabilities.
+    {{/GroupExperienceRating}}
+    It features accumulating account values, adjustable benefits,
+    and flexible premiums.
+{{/SinglePremium}}
+{{#SinglePremium}}
+    {{#ModifiedSinglePremiumOrModifiedSinglePremium0}}
+        {{PolicyMktgName}}
+        is a modified single premium adjustable life
+        insurance contract. It features accumulating
+        account values, adjustable benefits, and single premium.
+    {{/ModifiedSinglePremiumOrModifiedSinglePremium0}}
+    {{^ModifiedSinglePremiumOrModifiedSinglePremium0}}
+        {{PolicyMktgName}}
+        is a single premium adjustable life insurance contract.
+        It features accumulating account values,
+        adjustable benefits, and single premium.
+    {{/ModifiedSinglePremiumOrModifiedSinglePremium0}}
+{{/SinglePremium}}
+</p>
+
+{{^IsInforce}}
+    <p>
+    Coverage may be available on a Guaranteed Standard Issue basis.
+    All proposals are based on case characteristics and must
+    be approved by the {{InsCoShortName}}
+    Home Office. For details regarding underwriting
+    and coverage limitations refer to your offer letter
+    or contact your {{InsCoShortName}} representative.
+    </p>
+{{/IsInforce}}
+
+<p>
+{{AvName}} &nbsp; {{MonthlyChargesPaymentFootnote}}
+</p>
+
+<p>
+{{^SinglePremium}}
+    Premiums are assumed to be paid on {{ErModeLCWithArticle}}
+    basis and received at the beginning of the contract year.
+{{/SinglePremium}}
+{{#SinglePremium}}
+    The single premium is assumed to be paid at the beginning
+    of the contract year.
+{{/SinglePremium}}
+
+{{AvName}} Values, {{CsvName}} Values,
+and death benefits are illustrated as of the end
+of the contract year. The method we use to allocate
+overhead expenses is the fully allocated expense method.
+</p>
+
+{{^SinglePremium}}
+    <p>
+    In order to guarantee coverage to age
+    {{EndtAge}}, {{ErModeLCWithArticle}} premium
+    {{#HasGuarPrem}}
+    of ${{GuarPrem}} must be paid.
+    {{/HasGuarPrem}}
+    {{^HasGuarPrem}}
+    is defined.
+    {{/HasGuarPrem}}
+    This amount is based on the guaranteed monthly charges
+    and the guaranteed interest crediting rate.
+    {{#DefnLifeInsIsGPT}}
+    This premium may be in excess of the maximum premium allowable
+    in order to qualify this policy as life insurance.
+    {{/DefnLifeInsIsGPT}}
+    </p>
+{{/SinglePremium}}
+
+<p>
+Loaned amounts of the {{AvName}}
+Value will be credited a rate equal to the loan interest rate less
+a spread, guaranteed not to exceed
+{{#GroupCarveout}}
+1.25%.
+{{/GroupCarveout}}
+{{^GroupCarveout}}
+3.00%.
+{{/GroupCarveout}}
+</p>
+
+{{#HasTerm}}
+    <p>
+    The term rider provides the option to purchase monthly
+    term insurance on the life of the insured. The term rider
+    selected face amount supplements the selected face amount
+    of the contract. If the term rider is attached, the policy
+    to which it is attached may have a lower annual cutoff premium
+    and, as a result, the lower overall sales loads paid may be
+    lower than a contract having the same total face amount,
+    but with no term rider.
+    {{#NoLapse}}
+      Also, the lapse protection feature of the contract's
+      {{NoLapseProvisionName}}
+      does not apply to the term rider's selected face amount.
+    {{/NoLapse}}
+    </p>
+{{/HasTerm}}
+
+{{#HasWP}}
+    <p>
+    The Waiver of Monthly Charges Rider provides for waiver
+    of monthly charges in the event of the disability
+    of the insured that begins before attained age 65
+    and continues for at least 6 months, as described in the rider.
+    An additional charge is associated with this rider. Please refer
+    to your contract for specific provisions and a detailed schedule
+    of charges.
+    </p>
+{{/HasWP}}
+
+{{#HasADD}}
+    <p>
+    The Accidental Death benefit provides an additional benefit
+    if death is due to accident. An additional charge is associated
+    with this rider. Please refer to your contract
+    for specific provisions and a detailed schedule of charges.
+    </p>
+{{/HasADD}}
+
+<p>
+The definition of life insurance for this contract is the
+{{#DefnLifeInsIsGPT}}
+    guideline premium test. The guideline single premium
+    is ${{InitGSP}}
+    and the guideline level premium
+    is ${{InitGLP}}
+{{/DefnLifeInsIsGPT}}
+{{^DefnLifeInsIsGPT}}
+    cash value accumulation test.
+{{/DefnLifeInsIsGPT}}
+</p>
+
+<p>
+This is an illustration only. An illustration is not intended
+to predict actual performance. Interest rates
+and values set forth in the illustration are not guaranteed.
+</p>
+
+<p>
+{{^StateIsTexas}}
+    This illustration assumes that the currently illustrated
+    non-guaranteed elements will continue unchanged
+    for all years shown. This is not likely to occur
+    and actual results may be more or less favorable than shown.
+    The non-guaranteed benefits and values are not guaranteed
+    and are based on assumptions such as interest credited
+    and current monthly charges, which are subject to change by
+    {{InsCoName}}.
+{{/StateIsTexas}}
+{{#StateIsTexas}}
+    This illustration is based on both non-guaranteed
+    and guaranteed assumptions. Non-guaranteed assumptions
+    include interest rates and monthly charges.
+    This illustration assumes that the currently illustrated
+    non-guaranteed elements will continue unchanged
+    for all years shown. This is not likely to occur
+    and actual results may be more or less favorable than shown.
+    Factors that may affect future policy performance include
+    the company's expectations for future mortality, investments,
+    persistency, profits and expenses.
+{{/StateIsTexas}}
+</p>
+
+</font>