public function actionIndex()
{
// header('Location: http://www.supernovacompanies.com/lending/');
//return $this->render('index');
if (Yii::$app->user->getIsGuest()) {
return $this->redirect(Yii::$app->user->loginUrl);
}
$id_user_role = Yii::$app->user->getIdentity()->id_user_role;
$id_user = Yii::$app->user->getIdentity()->id_user;
$agree = Yii::$app->user->getIdentity()->agree;
$url = '/user/login';
if ($id_user_role == Dict::USER_ROLE_BETTERDEBT) {
$url = '/official/index';
} else {
if ($id_user_role == Dict::USER_ROLE_INSTITUTION) {
$url = '/institution/index';
} else {
if ($id_user_role == Dict::USER_ROLE_ADVISOR) {
//新增判断是否已读协议
if ($agree == Dict::USER_AGREE_NOT) {
$url = '/user/login';
} else {
$url = '/advisor/index';
}
} else {
if ($id_user_role == Dict::USER_ROLE_CLIENT) {
if ($agree == Dict::USER_AGREE_NOT) {
$url = '/user/login';
}
//根据用户id_user查出是否有无数据
$applicant = AppApplicant::find()->where(['id_user' => Yii::$app->user->getIdentity()->id_user])->orderBy(['id_app_applicant' => SORT_DESC])->one();
if (is_null($applicant)) {
$url = '/loan/application';
} else {
$loan = Loan::find()->where(['id_application' => $applicant->id_application]);
if (is_null($loan) && $loan->status == Dict::LOAN_STATUS_ACTIVE) {
$url = '/loan/index';
} else {
$url = '/loan/application';
}
}
} else {
if ($id_user_role == Dict::USER_ROLE_BANK) {
$url = '/bank/index';
}
}
}
}
}
return $this->redirect([$url]);
}
public function beforeAction($action)
{
parent::beforeAction($action);
if ($action->id == 'index' && Yii::$app->user->getIdentity()->id_user_role != Dict::USER_ROLE_CLIENT) {
throw new UnauthorizedHttpException("Sorry, you don't have permission to access this page.");
}
if ($action->id == 'view' && Yii::$app->user->getIdentity()->id_user_role == Dict::USER_ROLE_CLIENT) {
throw new UnauthorizedHttpException("Sorry, you don't have permission to access this page.");
}
if ($action->id == 'view' && Yii::$app->user->getIdentity()->id_user_role == Dict::USER_ROLE_ADVISOR) {
$advisor = Advisor::find()->andWhere(['id_user' => $this->user->id])->one();
//find related groups
$id_groups = AdvisorGroup::find()->andWhere(['id_advisor' => $advisor['id_advisor']])->all();
$ids = [];
foreach ($id_groups as $value) {
$ids[] = $value['id_group'];
}
$applications = Application::find()->andWhere(['in', 'id_group', $ids])->all();
$id_applications = [];
foreach ($applications as $value) {
$id_applications[] = $value['id_application'];
}
$result = Loan::find()->andWhere(['in', 'id_application', $id_applications])->all();
if (count($result) == 0) {
//没有与该advisor在同一个group中的line
throw new UnauthorizedHttpException("Sorry, you don't have permission to access this page.");
}
}
$id_application = 0;
//根据用户id查出是否有无数据
$applicant = AppApplicant::find()->where(['id_user' => $this->user->id])->orderBy(['id_app_applicant' => SORT_DESC])->one();
if (!is_null($applicant)) {
$this->application = Application::findOne($applicant->id_application);
$this->loan = Loan::find()->where(['id_application' => $applicant->id_application])->one();
}
return true;
}
public function actionIndex($id_app_task)
{
$model = AppTask::findOne($id_app_task);
$loanModel = Loan::find()->where(['id_application' => $model->id_application])->one();
// 如果 loan 不存在，则新建
if (is_null($loanModel)) {
$loanModel = new Loan();
$loanModel->loan_number = '';
$loanModel->id_application = $model->id_application;
$loanModel->status = 0;
$loanModel->loc = $model->application->loc;
$loanModel->balance = 0;
$loanModel->advance_rate = 50;
$loanModel->maintainance_rate = 70;
$loanModel->collateral_value = $model->application->collateral_value;
$loanModel->save(false);
}
// 读取所以检查项
$checkPointsData = AppTaskCheckpoint::find()->where(['id_app_task' => $id_app_task])->all();
$checkPoints = [];
$check_points_ctrl = true;
foreach ($checkPointsData as $val) {
$checkPoints[$val['id_app_task_checkpoint_type']] = $val;
if (!$val->status) {
$check_points_ctrl = false;
}
}
// 判断是否可以 approve
$loanModel->setScenario('review');
$loanCheck = clone $loanModel;
$loan_ctrl = $loanCheck->validate();
if (Yii::$app->request->post()) {
// 如果选择 wetsigned
$post = Yii::$app->request->post();
if ($post['type'] == 'wetsigned') {
//关闭sign agreements
$task_e_sign_box = AppTask::findOne(['id_application' => $model->id_application, 'id_app_task_type' => DictTask::TYPE_SIGN_AGREEMENTS_BOX]);
AppTask::close($task_e_sign_box->id_app_task);
}
// 确认 Application Review and Check 结束
$applicationModel = $model->application;
//g3
AppDocument::createPdfByApplication($applicationModel, DictDocument::TYPE_G3);
//control_agreement
AppDocument::createPdfByApplication($applicationModel, DictDocument::TYPE_CONTROL_AGREEMENT);
//line_agreements
AppDocument::createPdfByApplication($applicationModel, DictDocument::TYPE_LINE_AGREEMENT);
//w9
AppDocument::createPdfByApplication($applicationModel, DictDocument::TYPE_W9);
$loanModel->id_application = $applicationModel->id_application;
$id_application = $loanModel->id_application;
//active log.loan officer approved the application.
Active::operationLog($id_application, [Yii::$app->user->getIdentity()->first_name, Yii::$app->user->getIdentity()->last_name], DictActive::APPROVED_APPLICATION, Yii::$app->user->getIdentity()->id);
AppTask::taskFinish($id_app_task);
//find Control Agreement--type--schwab(control agreement->id_application->id_group->Coustidian)
$application = Application::find()->andWhere(['id_application' => $id_application])->one();
$group = Group::find()->andWhere(['id_group' => $application->id_group])->one();
//judge for id_custodian
//send application approval email to client and cc to advisor(email($email_type,[$task_type,$id_app_task,$loan,$group]))
$res = SendEmail::email(DictEmail::EMAIL_LETTER_ABOUT_LINE, [DictEmail::LETTER_APPLICATION_APPROVAL, $id_app_task, $loanModel, $group]);
if ($res) {
//判断是否有两个client参与
$user = SendEmail::findUserByApplication($id_application);
if (is_null($user['co_applicant'])) {
Active::operationLog($id_application, [$user['applicant']->first_name, $user['applicant']->last_name, '', $user['advisor']->first_name, $user['advisor']->last_name], DictActive::SYSTEM_SEND_APPROVAL_LETTER, 0);
} else {
Active::operationLog($id_application, [$user['applicant']->first_name, $user['applicant']->last_name, ',' . $user['co_applicant']->first_name . ' ' . $user['co_applicant']->last_name, $user['advisor']->first_name, $user['advisor']->last_name], DictActive::SYSTEM_SEND_APPROVAL_LETTER, 0);
}
}
//active.system geneerated all the line agreements
Active::operationLog($id_application, [], DictActive::SYSTEM_GENERATED_LINE_AGREEMENTS, 0);
//find user
$user = SendEmail::findUserByApplication($id_application);
//create a task line-agreement to loan officer
Active::operationLog($model->id_application, [DictTask::$taskType[DictTask::TYPE_LINE_AGREEMENTS], $user['supernova']->first_name, $user['supernova']->last_name], DictActive::SYSTEM_CREATE_TASK_TO_USER, 0);
//system created task line-agreements
//System send email new task "Line Agrrements Notification" to betterdebt($email_type,[$task_type,$id_application,$id_app_task])
SendEmail::email(DictEmail::EMAIL_TASK_NOTIFICATION, [DictTask::TYPE_LINE_AGREEMENTS, $id_application, $id_app_task + 2]);
if ($post['type'] != 'wetsigned') {
// docusign
$result_docusign = SendDocuSign::appReview($id_application);
}
//crate a task sign-line-agreement to client
Active::operationLog($model->id_application, [DictTask::$taskType[DictTask::TYPE_SIGN_AGREEMENTS], $user['applicant']->first_name, $user['applicant']->last_name], DictActive::SYSTEM_CREATE_TASK_TO_USER, 0);
//system created task line-agreements
Active::operationLog($model->id_application, [DictTask::$taskType[DictTask::TYPE_LINE_AGREEMENTS], $user['applicant']->first_name, $user['applicant']->last_name], DictActive::SYSTEM_SEND_DOCUSIGN_EMAIL, 0);
//system send sign agreement docusign email to client
return $this->redirect(['/application/view', 'id' => $model->id_application]);
}
$data = CollateralAccount::find()->andWhere(['line_type' => 1, 'id_line' => $model->id_application])->orderBy(['data_date' => SORT_DESC])->one();
if ($data) {
$account = CollateralAccount::find()->andWhere(['line_type' => 1, 'id_line' => $model->id_application, 'data_date' => $data['data_date']])->orderBy(['data_date' => SORT_DESC])->all();
$line_account = LineAccount::find()->andWhere(['line_type' => 1, 'id_line' => $model->id_application, 'data_date' => $data['data_date']])->orderBy(['data_date' => SORT_DESC])->one();
} else {
$account = '';
$line_account = '';
}
//credit score
$applicant = AppApplicant::find()->andWhere(['id_application' => $model->id_application])->all();
return $this->render('index', ['model' => $model, 'loanModel' => $loanModel, 'checkPoints' => $checkPoints, 'approve_ctrl' => $check_points_ctrl && $loan_ctrl, 'collateral_account' => $account, 'line_account' => $line_account, 'date' => empty($data) ? '' : $data['data_date'], 'applicant' => empty($applicant) ? '' : $applicant]);
}
public function getAppApplicants()
{
return $this->hasMany(AppApplicant::className(), ['id_application' => 'id_application']);
}
public function getPrimaryAdvisor()
{
$a = AppApplicant::find()->andWhere(['id_user' => Yii::$app->user->getId()])->one();
return AppUser::find()->joinwith('appApplicant')->joinwith('user')->andWhere(['app_applicant.id_user' => Yii::$app->user->getId(), 'app_applicant.id_application' => $a['id_application'], 'is_primary_contact' => 1, 'id_user_role' => Dict::USER_ROLE_ADVISOR]);
}
<?php
use yii\helpers\Url;
use yii\widgets\Breadcrumbs;
use common\models\Loan;
use common\models\AppApplicant;
use common\models\Application;
use common\models\Client;
$id_application = 0;
//根据用户id查出是否有无数据
$applicant = AppApplicant::find()->where(['id_user' => Yii::$app->user->getIdentity()->id])->orderBy(['id_app_applicant' => SORT_DESC])->one();
$application = null;
$loan = null;
if (!is_null($applicant)) {
$application = Application::findOne($applicant->id_application);
$loan = Loan::find()->where(['id_application' => $applicant->id_application])->one();
}
//根据id_user查找出client(用于profile方法的传值)$id_client
$client = Client::find()->andWhere(['id_user' => Yii::$app->user->getIdentity()->id_user])->one();
?>
<nav class="navbar navbar-default navbar-fixed-top nav-ma">
<div class="container">
<div class="navbar-header">
<button type="button" class="navbar-toggle collapsed" data-toggle="collapse" data-target="#navbar" aria-expanded="false" aria-controls="navbar">
<span class="sr-only">Toggle navigation</span>
<span class="icon-bar"></span>
<span class="icon-bar"></span>
<span class="icon-bar"></span>
</button>
<a class="navbar-brand h60" href="#"><img src="<?php
echo Url::to(['@web/images/BetterDebt_logo.svg']);
public function checkAppForm()
{
$form = $this->appForm;
$appModel = $this->primaryAppApplicant;
$coAppModel = $this->coAppApplicant;
$errorCount = 0;
$totalCount = 1;
$errorList = [];
$tmpModel = new AppForm(['scenario' => 'complate-rate-check', 'id_application' => $this->id_application]);
$tmpModel->validate();
$totalCount += count($tmpModel->getErrors());
$tmpModel = new AppApplicant(['scenario' => 'complate-rate-check']);
$tmpModel->validate();
$totalCount += count($tmpModel->getErrors());
if ($coAppModel) {
$tmpModel = new AppApplicant(['scenario' => 'co-complate-rate-check']);
$tmpModel->validate();
$totalCount += count($tmpModel->getErrors());
}
$form->setScenario('complate-rate-check');
$form->validate();
$errorCount += count($form->getErrors());
$errorList = array_merge($errorList, $form->getErrors());
$appModel->setScenario('complate-rate-check');
$appModel->validate();
$errorCount += count($appModel->getErrors());
$errorList = array_merge($errorList, $appModel->getErrors());
if ($coAppModel) {
$coAppModel->setScenario('co-complate-rate-check');
$coAppModel->validate();
$errorCount += count($coAppModel->getErrors());
$errorList = array_merge($errorList, $coAppModel->getErrors());
}
$collateralAccount = AppFormCollateralAccount::find()->andWhere(['id_application' => $this->id_application])->all();
if (!$collateralAccount) {
$errorCount += 1;
$errorList['collateral_account'] = ['need add one collateral account'];
}
return ['totalCount' => $totalCount, 'errorCount' => $errorCount, 'errorList' => $errorList];
}
/**
* Creates a new Application model.
* If creation is successful, the browser will be redirected to the 'view' page.
* @return mixed
*/
public function actionCreate()
{
$model = new Application();
$appModel = new AppApplicant(['scenario' => 'primary-create']);
$coAppModel = new AppApplicant(['scenario' => 'co-create']);
$appFormModel = new AppForm();
//加载数据并验证
if ($model->load(Yii::$app->request->post()) && $appModel->load(Yii::$app->request->post()) && $coAppModel->load(Yii::$app->request->post()) && $appFormModel->load(Yii::$app->request->post()) && $model->validate() && $appModel->validate() && ($model->is_joint_application == 1 ? $coAppModel->validate() : true) && ($model->is_joint_application == 1 ? $appModel->email_address != $coAppModel->email_address : true)) {
//开启事务
$transaction = Yii::$app->db->beginTransaction();
try {
if (!$appModel->id_user) {
$user = User::createUser(Dict::USER_ROLE_CLIENT, ['User' => ['first_name' => $appModel->first_name, 'last_name' => $appModel->last_name, 'mid_name' => $appModel->mid_name, 'email' => $appModel->email_address], 'Client' => ['id_group' => $model->id_group]]);
//设置applicant的id_user
$appModel->id_user = $user->id_user;
SendEmail::email(DictEmail::EMAIL_INVITE_USER, [$user]);
}
if ($model->is_joint_application && !$coAppModel->id_user) {
$user = User::createUser(Dict::USER_ROLE_CLIENT, ['User' => ['first_name' => $coAppModel->first_name, 'last_name' => $coAppModel->last_name, 'mid_name' => $coAppModel->mid_name, 'email' => $coAppModel->email_address], 'Client' => ['id_group' => $model->id_group]]);
//设置co-applicant的id_user
$coAppModel->id_user = $user->id_user;
SendEmail::email(DictEmail::EMAIL_INVITE_USER, [$user]);
}
$model->application_name = $appModel->first_name . ($model->is_joint_application ? ' and ' . $coAppModel->first_name : '') . "'s application";
$model->charge_fee = Advisor::findOne(['id_user' => Yii::$app->user->getId()])->will_charge_fee;
if (!$model->save()) {
$transaction->rollBack();
}
$user = Yii::$app->user->getIdentity();
Active::operationLog($model->id_application, [$user->first_name, $user->last_name], DictActive::CREATE_APPLICATION, $user->id);
$appModel->id_application = $model->id_application;
$appModel->id_app_applicant_type = 1;
if (!$appModel->save()) {
$transaction->rollBack();
}
if ($model->is_joint_application == 1) {
$coAppModel->id_application = $model->id_application;
$coAppModel->id_app_applicant_type = 2;
if (!$coAppModel->save()) {
$transaction->rollBack();
}
}
$appFormModel->id_application = $model->id_application;
if (!$appFormModel->save()) {
$transaction->rollBack();
}
//初始化任务
AppTask::initialize($model->id_application);
// 将AppTaskCheckpoint中的模板转换为实例
AppTaskCheckpoint::initialize($model->appTask);
//创建AppUser记录
AppUser::createByApplication($model);
//send email to notificate advisor create application success.method email([$task_type,$id_application,$id_app_owner_task],$notify_type)
SendEmail::email(DictEmail::EMAIL_TASK_NOTIFICATION, [DictTask::TYPE_APPLICATION_FORM, $model->id_application, 0]);
//id_app_owner_task_type:1(app-form);0:表示没有传递id_app_owner_task
$transaction->commit();
} catch (Exception $e) {
$transaction->rollBack();
}
return $this->redirect(['/app-form/basic-info', 'id_application' => $model->id_application]);
}
return $this->render('create', ['model' => $model, 'appModel' => $appModel, 'coAppModel' => $coAppModel, 'appFormModel' => $appFormModel]);
}
public function getClient()
{
return $this->hasOne(AppApplicant::className(), ['id_user' => 'id_user']);
}
public function actionLogin($email = '', $come = '')
{
$this->enableCsrfValidation = false;
$this->layout = '//home/yii';
$model = new LoginForm();
if ($model->load(Yii::$app->request->post()) && !$model->login($this->loginDuration)) {
$a = ['errors' => $model['errors'], 'code' => 0];
exit(json_encode($a));
}
if (Yii::$app->request->isAjax && $model->load(Yii::$app->request->post()) && $model->login($this->loginDuration)) {
$id_user_role = Yii::$app->user->getIdentity()->id_user_role;
$id_user = Yii::$app->user->getIdentity()->id_user;
$agree = Yii::$app->user->getIdentity()->agree;
$url = '';
if ($id_user_role == Dict::USER_ROLE_BETTERDEBT) {
$url = '/official/index';
} else {
if ($id_user_role == Dict::USER_ROLE_INSTITUTION) {
$url = '/institution/index';
} else {
if ($id_user_role == Dict::USER_ROLE_ADVISOR) {
//新增判断是否已读协议
if ($agree == Dict::USER_AGREE_NOT) {
exit($this->_agree($id_user, $id_user_role));
} else {
$url = '/advisor/index';
}
} else {
if ($id_user_role == Dict::USER_ROLE_CLIENT) {
if ($agree == Dict::USER_AGREE_NOT) {
exit($this->_agree($id_user, $id_user_role));
}
//根据用户id_user查出是否有无数据
$applicant = AppApplicant::find()->where(['id_user' => $id_user])->orderBy(['id_app_applicant' => SORT_DESC])->one();
if (is_null($applicant)) {
$url = '/loan/application';
} else {
$loan = Loan::find()->where(['id_application' => $applicant->id_application])->one();
if (isset($loan) && $loan->status == Dict::LOAN_STATUS_ACTIVE) {
$url = '/loan/index';
} else {
$url = '/loan/application';
}
}
} else {
if ($id_user_role == Dict::USER_ROLE_BANK) {
$url = '/bank/index';
}
}
}
}
}
if ($come) {
$return = ['code' => 2, 'url' => $come];
exit(json_encode($return));
//return $this->redirect([$come]);
} else {
$return = ['code' => 2, 'url' => $url];
exit(json_encode($return));
//return $this->redirect([$url]);
}
}
return $this->render('login', ['model' => $model, 'email' => $email]);
}
public function actionGetClientByIdGroup($selected = null)
{
if (isset($_POST['depdrop_all_params'])) {
$id = $_POST['depdrop_all_params']['application-id_group'];
$models = Client::find()->andWhere(['id_group' => $id])->all();
foreach ($models as $model) {
//验证client是否无active application与loan
$canAdd = true;
if (Yii::$app->params['uniqueSelectClient']) {
$applicants = AppApplicant::find()->andWhere(['id_user' => $model->id_user])->all();
foreach ($applicants as $applicant) {
if (isset($applicant->application) && $applicant->application->id_application_status == 1 || isset($applicant->application->loan) && $applicant->application->loan->status == 1) {
$canAdd = false;
}
}
}
if ($canAdd) {
$output[] = ['id' => $model->id_user, 'name' => $model->user->first_name . ' ' . $model->user->last_name];
}
}
if (isset($output)) {
echo json_encode(['output' => $output, 'selected' => $selected]);
} else {
echo json_encode(['output' => '', 'selected' => '']);
}
}
}
use kartik\widgets\DatePicker;
use common\models\AppFormStatus;
use common\models\Application;
use common\models\AppTask;
use common\models\AppApplicant;
use common\models\AppFormCollateralAccount;
use yii\base\Object;
$application = Application::findOne($model->id_application);
$identity = Yii::$app->user->getIdentity();
// 获取与application有关的client用户id_users
$id_users = $model->ownerUser;
foreach ($id_users as $val) {
$id_client[] = $val;
}
// 读取申请人身份信息
$applicants = AppApplicant::find()->andWhere(['id_application' => $model->id_application])->all();
// 生成 label 样式
$label_css = '';
switch ($model->status) {
case 1:
$label_css = 'label-default';
break;
case 2:
$label_css = 'label-warning';
break;
case 3:
$label_css = 'label-success';
break;
}
/* @var $this yii\web\View */
$this->title = Yii::t('app', 'Supplemental Materials');
