srs_specific

Functions and classes specific to Sears and my workflow

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mbrsPaidByChq

 mbrsPaidByChq ()

-> list[str]

Updates

• Class to store and further process UpdateData objects

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Updates

 Updates (notes_list:list[str],
          all_updates:list[srs_updates.update_data.UpdateData]=<factory>,
          date:str='2025-12-19', rel_pin_ids:list[str]=<factory>,
          query_df:pandas.core.frame.DataFrame|None=None,
          test_cml_fp:str|None=None)

Fields

notes_list: list[str]
all_updates: list[ud.UpdateData] = field(default_factory=_default_empty_list)
date: str = _init_ts()
rel_pin_ids: list[str] = field(default_factory=_default_empty_list)
query_df: pd.DataFrame = None

Methods

post-init

• methods that run after initializing the Updates object

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Updates.processNotesPrelim

 Updates.processNotesPrelim ()

*Preliminary processing and conversion of notes into UpdateData objects:

• convert notes into UpdateData objects
• add first name + suffix if there was a death
• create note for re-assigning death-related Harmony logs
• assigns list of UpdateData objects to self.all_updates*

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Updates.filterPinIDs

 Updates.filterPinIDs ()

Filter PIN IDs to speed up addAssociatedIDs method. Assigns filtered list to self.rel_pin_ids

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Updates.addAssociatedIDs

 Updates.addAssociatedIDs ()

For each UpdateData object, add all associated PIN IDs to ud.rel_pin_ids. E.g., S1234567, X1234567, T1234567, 1234567 would all be associated with a base ID of 1234567.

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Updates.determineIfSrv

 Updates.determineIfSrv ()

Check if SS in pay

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Updates.loadQueryDF

 Updates.loadQueryDF ()

Loads query tab from CML tracker and assigns to self query_df

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Updates.addKeyAndTktNum

 Updates.addKeyAndTktNum ()

For each UpdateData object, check self query_df for key and ticket number and assign to ud.key and ud.ticket_num

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Updates.processPartialAddresses

 Updates.processPartialAddresses ()

Handle cases where only partial address update is required. Use [partial] flag to indicate such cases.

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Updates.getPinGroup

 Updates.getPinGroup ()

Get payee/PIN group from curr_mbrs sheet for all associated PIN IDs. Append results to ud.pin_group field.

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Updates.cleanCurrStatus

 Updates.cleanCurrStatus ()

Clean current status / date of current status based on UpdateData srv field. Clear Current Status and Date of Current Status if only pre-deceased spouse death reported.

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Updates.fixPayeeStatus

 Updates.fixPayeeStatus ()

Remove payee status if it’s a spouse death but not SS in PIN.

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Updates.pinUpdateCheck

 Updates.pinUpdateCheck ()

Determine which updates s/b included in/excluded from maintenance file

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static methods

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Updates.finalPinUpdateChk

 Updates.finalPinUpdateChk (_ud:srs_updates.update_data.UpdateData)

Determine whether an update should be excluded from maintenance file. Reasons to exclude: specifically flagged to exclude, no related IDs in PIN, no updates where PIN also needs to be updated.

	Type	Details
_ud	UpdateData	ud.UpdateData
Returns	bool	False == exclude // True == include