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[lmi-commits] [lmi] master d2b2cae 038/156: Change column_headings page

From: Greg Chicares
Subject: [lmi-commits] [lmi] master d2b2cae 038/156: Change column_headings page to use external template
Date: Tue, 30 Jan 2018 17:22:05 -0500 (EST) 
branch: master
commit d2b2caeca29ede44fe5d87916e24ac348fc8edb9
Author: Vadim Zeitlin <address@hidden>
Commit: Vadim Zeitlin <address@hidden>

    Change column_headings page to use external template
    
    Replace C++ code with just the expansion of an externally defined
    template.
---
 column_headings.mustache    | 182 ++++++++++++++++++++++++++++++++
 ledger_pdf_generator_wx.cpp | 252 ++------------------------------------------
 2 files changed, 189 insertions(+), 245 deletions(-)

diff --git a/column_headings.mustache b/column_headings.mustache
new file mode 100644
index 0000000..4ea154d
--- /dev/null
+++ b/column_headings.mustache
@@ -0,0 +1,182 @@
+<html>
+<body>
+<p align="center">
+Column Headings and Key Terms Used in This Illustration
+</p>
+<font size="-1">
+<p>
+<b>{{AvName}} Value:</b>
+The accumulation at interest of the net premiums paid,
+{{#SinglePremium}}
+less any withdrawals,
+{{/SinglePremium}}
+less any monthly charges deducted.
+</p>
+<p>
+<b>{{CsvName}} Value:</b>
+{{AvName}} Value less policy debt.
+{{#Has1035ExchCharge}}
+{{CashSurrValueFootnote}}
+{{/Has1035ExchCharge}}
+</p>
+{{^IsInforce}}
+<p>
+<b>Current Illustrated Crediting Rate:</b>
+{{CreditingRateFootnote}}
+</p>
+{{/IsInforce}}
+<p>
+<b>Current Values:</b>
+Values assuming current interest crediting rates
+and current monthly charges. These values are not guaranteed
+and are based on the assumption that premium is paid
+as illustrated.
+</p>
+<p>
+<b>Death Benefit:</b>
+The amount of benefit provided by the Death Benefit Option
+in effect on the date of death, prior to adjustments
+for policy debt and monthly charges payable to the date of death.
+<!--
+Presumably the description of death benefit options should be moved into
+'ProductDescription' (as has already been done in other '.xsl' files).
+-->
+</p>
+<p>
+<b>Death Benefit Option 1:</b>
+Option in which the death benefit is equal to the selected
+face amount of the contract on the date of death of the insured,
+or if greater the {{AvName}} Value
+{{#HasSalesLoadRefund}}
+plus the refund of sales loads (if applicable)
+{{/HasSalesLoadRefund}}
+on the insured's date of death multiplied by the minimum face
+amount percentage for the insured's attained age at death
+(minimum face amount). Please refer to the contract
+for a detailed schedule of death benefit factors.
+</p>
+<!-- Group Experience Rating Logic -->
+{{^GroupExperienceRating}}
+<p>
+<b>Death Benefit Option 2:</b>
+Option in which the death benefit is equal to the selected
+face amount of the contract
+plus the {{AvName}} Value
+on the date of death of the insured, or if greater,
+the {{AvName}} Value
+{{#HasSalesLoadRefund}}
+plus the refund of sales loads (if applicable)
+{{/HasSalesLoadRefund}}
+on the insured's date of death multiplied
+by the death benefit factor for the insured's attained age
+at death (minimum face amount). Please refer to the contract
+for a detailed schedule of death benefit factors.
+{{/GroupExperienceRating}}
+<!-- Group Experience Rating Logic -->
+{{#GroupExperienceRating}}
+</p>
+<p>
+<b>Experience Rating Risk Charge:</b>
+Applies only to certain experience rated groups.
+This charge is based on the cost of insurance charges
+assessed during the certificate year. It may be assessed against
+the account value once per certificate anniversary date
+and upon surrender of the group policy.
+</p>
+{{/GroupExperienceRating}}
+<!-- Group Experience Rating Logic -->
+{{^GroupExperienceRating}}
+{{#Has1035ExchCharge}}
+<p>
+<b>Exchange Charge:</b>
+{{ExchangeChargeFootnote1}}
+</p>
+{{/Has1035ExchCharge}}
+{{/GroupExperienceRating}}
+
+<!-- Single Premium Logic -->
+{{^SinglePremium}}
+<p>
+<b>Flexible Premiums:</b>
+Premiums that may be increased, reduced, or not paid,
+if the account value is sufficient to cover the monthly charges.
+{{/SinglePremium}}
+</p>
+<p>
+<b>Guaranteed Values:</b>
+Values assuming the guaranteed crediting rate
+and the guaranteed maximum monthly charges. These values
+are based on the assumption that premium is paid as illustrated.
+</p>
+<p>
+<b>MEC:</b>
+Modified Endowment Contract - this classification is given
+to a contract in violation of TAMRA
+(Technical and Miscellaneous Revenue Act), which limits
+the amount of premium that can be paid into a life
+insurance contract. 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 tax penalty.
+</p>
+{{^IsInforce}}
+<p>
+<b>Midpoint Values:</b>
+Values assuming interest rates that are the average
+of the illustrated current crediting rates
+and the guaranteed minimum interest rate, and monthly charges
+that are the average of the current monthly charges
+and the guaranteed monthly charges.
+These values are not guaranteed and are based on the assumption
+that premium is paid as illustrated.
+</p>
+{{/IsInforce}}
+<!-- Single Premium Logic -->
+{{#ModifiedSinglePremiumOrModifiedSinglePremium0}}
+<p>
+<b>Modified Single Premium:</b>
+After the single premium is paid, additional payment
+under this policy will only be accepted for repayment
+of policy debt, payment required to keep the policy
+from lapsing, or payment required to reinstate the policy.
+</p>
+{{/ModifiedSinglePremiumOrModifiedSinglePremium0}}
+<p>
+<b>Monthly Charges:</b>
+The monthly charges for the following month which include:
+cost of insurance, plus face amount charges (if applicable),
+plus the administrative charge shown
+on the contract schedule page.
+</p>
+<p>
+<b>Premium Outlay:</b>
+The amount of premium assumed to be paid by the contract owner
+or other premium payor.
+</p>
+<p>
+<b>Selected Face Amount:</b>
+The Selected Face Amount may be decreased upon written application
+satisfactory to {{InsCoName}}. A
+requested decrease is allowed only once per Policy Year, and the
+resulting Selected Face Amount after decrease must meet the
+minimum defined in your policy.
+</p>
+<!-- Single Premium Logic -->
+{{#SinglePremium}}
+{{#ModifiedSinglePremiumOrModifiedSinglePremium0}}
+<p>
+<b>Single Premium:</b>
+After the single premium is paid, additional payment
+under this policy will only be accepted for repayment
+of policy debt, payment required to keep the policy
+from lapsing, or payment required to reinstate the policy.
+</p>
+{{/ModifiedSinglePremiumOrModifiedSinglePremium0}}
+<!-- Single Premium Logic -->
+<p>
+<b>Ultimate Illustrated Crediting Rate:</b>
+{{UltCreditingRateFootnote}}
+{{/SinglePremium}}
+</p>
+</font>
+</body>
+</html>
diff --git a/ledger_pdf_generator_wx.cpp b/ledger_pdf_generator_wx.cpp
index bb4ce0d..779e5f1 100644
--- a/ledger_pdf_generator_wx.cpp
+++ b/ledger_pdf_generator_wx.cpp
@@ -1470,255 +1470,11 @@ class columns_headings_page : public numbered_page
     {
         numbered_page::render(ledger, writer, dc, interpolate_html);
 
-        text page_html = tag::p[attr::align("center")]
-            (text::from("Column Headings and Key Terms Used in This 
Illustration")
-            );
-
-        auto const add_term_paragraph = [=]
-            (std::string const& term
-            ,std::string const& definition
-            ) -> text
-            {
-                return tag::p
-                    (tag::b
-                        (interpolate_html(term)
-                        )
-                    )
-                    (interpolate_html(definition)
-                    )
-                    ;
-            };
-
-        text terms_html;
-        terms_html += add_term_paragraph
-            ("{{AvName}} Value:"
-            ,R"(
-The accumulation at interest of the net premiums paid,
-{{^SinglePremium}}
-less any withdrawals,
-{{/SinglePremium}}
-less any monthly charges deducted.
-)"
-            );
-
-        terms_html += add_term_paragraph
-            ("{{CsvName}} Value:"
-            ,R"(
-{{AvName}} Value less policy debt.
-{{#Has1035ExchCharge}}
-{{CashSurrValueFootnote}}
-{{/Has1035ExchCharge}}
-)"
-            );
-
-        if(!interpolate_html.test_variable("IsInforce"))
-            {
-            terms_html += add_term_paragraph
-                ("Current Illustrated Crediting Rate:"
-                ,"{{CreditingRateFootnote}}"
-                );
-            }
-
-        terms_html += add_term_paragraph
-            ("Current Values:"
-            ,R"(
-Values assuming current interest crediting rates
-and current monthly charges. These values are not guaranteed
-and are based on the assumption that premium is paid
-as illustrated.
-)"
-            );
-
-        terms_html += add_term_paragraph
-            ("Death Benefit:"
-            ,R"(
-The amount of benefit provided by the Death Benefit Option
-in effect on the date of death, prior to adjustments
-for policy debt and monthly charges payable to the date of death.
-)"
-            );
-
-        terms_html += add_term_paragraph
-            ("Death Benefit Option 1:"
-            ,R"(
-Option in which the death benefit is equal to the selected
-face amount of the contract on the date of death of the insured,
-or if greater the {{AvName}} Value
-{{#HasSalesLoadRefund}}
-  plus the refund of sales loads (if applicable)
-{{/HasSalesLoadRefund}}
-on the insured's date of death multiplied by the minimum face
-amount percentage for the insured's attained age at death
-(minimum face amount). Please refer to the contract
-for a detailed schedule of death benefit factors.
-)"
-            );
-
-            if(!interpolate_html.test_variable("GroupExperienceRating"))
-                {
-                terms_html += add_term_paragraph
-                    ("Death Benefit Option 2:"
-                    ,R"(
-Option in which the death benefit is equal to the selected
-face amount of the contract
-plus the {{AvName}} Value
-on the date of death of the insured, or if greater,
-the {{AvName}} Value
-{{#HasSalesLoadRefund}}
-  plus the refund of sales loads (if applicable)
-{{/HasSalesLoadRefund}}
-on the insured's date of death multiplied
-by the death benefit factor for the insured's attained age
-at death (minimum face amount). Please refer to the contract
-for a detailed schedule of death benefit factors.
-)"
-                    );
-
-                if(interpolate_html.test_variable("Has1035ExchCharge"))
-                    {
-                    terms_html += add_term_paragraph
-                        ("Exchange Charge:"
-                        ,"{{ExchangeChargeFootnote1}}"
-                        );
-                    }
-                }
-                else
-                {
-                terms_html += add_term_paragraph
-                    ("Experience Rating Risk Charge:"
-                    ,R"(
-Applies only to certain experience rated groups.
-This charge is based on the cost of insurance charges
-assessed during the certificate year. It may be assessed against
-the account value once per certificate anniversary date
-and upon surrender of the group policy.
-)"
-                    );
-                }
-
-        if(!interpolate_html.test_variable("SinglePremium"))
-            {
-            terms_html += add_term_paragraph
-                ("Flexible Premiums:"
-                ,R"(
-Premiums that may be increased, reduced, or not paid,
-if the account value is sufficient to cover the monthly charges.
-)"
-                );
-            }
-
-        terms_html += add_term_paragraph
-            ("Guaranteed Values:"
-            ,R"(
-              Values assuming the guaranteed crediting rate
-              and the guaranteed maximum monthly charges. These values
-              are based on the assumption that premium is paid as illustrated.
-)"
-            );
-
-        terms_html += add_term_paragraph
-            ("MEC:"
-            ,R"(
-Modified Endowment Contract - this classification is given
-to a contract in violation of TAMRA
-(Technical and Miscellaneous Revenue Act), which limits
-the amount of premium that can be paid into a life
-insurance contract. 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 tax penalty.
-)"
-            );
-
-        if(!interpolate_html.test_variable("IsInforce"))
-            {
-            terms_html += add_term_paragraph
-                ("Midpoint Values:"
-                ,R"(
-Values assuming interest rates that are the average
-of the illustrated current crediting rates
-and the guaranteed minimum interest rate, and monthly charges
-that are the average of the current monthly charges
-and the guaranteed monthly charges.
-These values are not guaranteed and are based on the assumption
-that premium is paid as illustrated.
-)"
-                );
-            }
-
-        if(  interpolate_html.test_variable("ModifiedSinglePremium")
-          || interpolate_html.test_variable("ModifiedSinglePremium0")
-          )
-            {
-            terms_html += add_term_paragraph
-                ("Modified Single Premium:"
-                ,R"(
-After the single premium is paid, additional payment
-under this policy will only be accepted for repayment
-of policy debt, payment required to keep the policy
-from lapsing, or payment required to reinstate the policy.
-)"
-                );
-            }
-
-        terms_html += add_term_paragraph
-            ("Monthly Charges:"
-             ,R"(
-The monthly charges for the following month which include:
-cost of insurance, plus face amount charges (if applicable),
-plus the administrative charge shown
-on the contract schedule page.
-)"
-            );
-
-        terms_html += add_term_paragraph
-            ("Premium Outlay:"
-            ,R"(
-The amount of premium assumed to be paid by the contract owner
-or other premium payor.
-)"
-            );
-
-        terms_html += add_term_paragraph
-            ("Selected Face Amount:"
-            ,R"(
-The Selected Face Amount may be decreased upon written application
-satisfactory to {{InsCoName}}. A
-requested decrease is allowed only once per Policy Year, and the
-resulting Selected Face Amount after decrease must meet the
-minimum defined in your policy.
-)"
-            );
-
-        if(interpolate_html.test_variable("SinglePremium"))
-            {
-            if(  interpolate_html.test_variable("ModifiedSinglePremium")
-              || interpolate_html.test_variable("ModifiedSinglePremium0")
-              )
-                {
-                terms_html += add_term_paragraph
-                    ("Single Premium:"
-                    ,R"(
-After the single premium is paid, additional payment
-under this policy will only be accepted for repayment
-of policy debt, payment required to keep the policy
-from lapsing, or payment required to reinstate the policy.
-)"
-                    );
-                }
-
-            terms_html += add_term_paragraph
-                ("Ultimate Illustrated Crediting Rate:"
-                ,"{{UltCreditingRateFootnote}}"
-                );
-            }
-
-        page_html += tag::font[attr::size("-1")](terms_html);
-
         writer.output_html
             (writer.get_horz_margin()
             ,writer.get_vert_margin()
             ,writer.get_page_width()
-            ,page_html
+            ,interpolate_html("{{>column_headings}}")
             );
     }
 };
@@ -1769,6 +1525,12 @@ class pdf_illustration_regular : public pdf_illustration
             );
 
         add_variable
+            ("ModifiedSinglePremiumOrModifiedSinglePremium0"
+            , test_variable("ModifiedSinglePremium")
+            ||test_variable("ModifiedSinglePremium0")
+            );
+
+        add_variable
             ("SinglePremium"
             ,starts_with(policy_name, "Single") || starts_with(policy_name, 
"Modified")
             );
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