/**
* Creates data provider instance with search query applied
*
* @param array $params
*
* @return ActiveDataProvider
*/
public function search($params)
{
$query = CollateralAccount::find();
$dataProvider = new ActiveDataProvider(['query' => $query]);
$this->load($params);
if (!$this->validate()) {
// uncomment the following line if you do not want to return any records when validation fails
// $query->where('0=1');
return $dataProvider;
}
$query->andFilterWhere(['id_collateral_account_pk' => $this->id_collateral_account_pk, 'data_date' => $this->data_date, 'line_type' => $this->line_type, 'id_line' => $this->id_line, 'id_collateral_account' => $this->id_collateral_account, 'is_matched' => $this->is_matched, 'is_ssn_matched' => $this->is_ssn_matched, 'holdings' => $this->holdings, 'included_holdings' => $this->included_holdings, 'included_exceptional_holdings' => $this->included_exceptional_holdings, 'exceptional_holdings' => $this->exceptional_holdings, 'original_value' => $this->original_value, 'caculated_value' => $this->caculated_value, 'delete' => $this->delete, 'created_at' => $this->created_at, 'updated_at' => $this->updated_at]);
$query->andFilterWhere(['like', 'master_account_id', $this->master_account_id])->andFilterWhere(['like', 'account_number', $this->account_number])->andFilterWhere(['like', 'account_name', $this->account_name])->andFilterWhere(['like', 'ssn', $this->ssn]);
return $dataProvider;
}
public function actionCollateralAccounts()
{
// 读取参数
$line_type = (int) Yii::$app->request->get('line_type');
$id_line = (int) Yii::$app->request->get('id_line');
$account_number = trim(Yii::$app->request->get('account_number'));
$data_date = Yii::$app->request->get('data_date');
$query = CollateralAccount::find()->andWhere(['line_type' => $line_type, 'id_line' => $id_line, 'data_date' => $data_date])->orderBy(['data_date' => SORT_DESC]);
if ($account_number != '') {
$query = CollateralAccount::find()->andWhere(['line_type' => $line_type, 'id_line' => $id_line, 'account_number' => $account_number])->orderBy(['id_collateral_account_pk' => SORT_DESC]);
}
$dataProvider = new ActiveDataProvider(['query' => $query]);
return $this->render('collateral_accounts', ['line_type' => $line_type, 'id_line' => $id_line, 'account_number' => $account_number, 'dataProvider' => $dataProvider]);
}
public function actionIndex($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) ? '' : $applicant]);
}
public function actionIndex($id_app_task)
{
$model = AppTask::findOne($id_app_task);
// loan
$loan = Loan::find()->where(['id_application' => $model->id_application])->one();
// application
$application = Application::findOne($model->id_application);
// applicants
$app_applicants = $application->appApplicants;
$applicants = [];
foreach ($app_applicants as $val) {
$applicants[] = $val->first_name;
}
// advisors
$advisors = [];
foreach ($model->application->advisors as $advisor) {
if (isset($advisor->user)) {
$advisors[] = $advisor->user->first_name;
}
}
// 读取所以检查项
$checkPointsData = AppTaskCheckpoint::find()->where(['id_app_task' => $id_app_task])->all();
$checkPoints = [];
$check_ctrl = true;
foreach ($checkPointsData as $val) {
$checkPoints[$val['id_app_task_checkpoint_type']] = $val;
}
if ($application->have_existing_loan) {
$check_ctrl = $checkPoints[4]->status && $checkPoints[5]->status ? true : false;
} else {
$check_ctrl = $checkPoints[4]->status ? true : false;
}
if (Yii::$app->request->post()) {
$loanModel = Loan::find()->andWhere(['id_application' => $model->id_application])->one();
$loanModel->status = 1;
$loanModel->save();
if (AppTask::taskFinish($id_app_task)) {
//active log.loan officer finished the task line set-up
Active::operationLog($model->id_application, [Yii::$app->user->getIdentity()->first_name, Yii::$app->user->getIdentity()->last_name, 'finished', DictTask::$taskType[DictTask::TYPE_LINE_SETUP]], DictActive::USER_FINISH_TASK, Yii::$app->user->getIdentity()->id);
}
// 拷贝 form/financial info/LOC Disbursement
$app_form = AppForm::find()->andWhere(['id_application' => $model->id_application])->one();
$LoanBankAcount = new LoanBankAcount();
$LoanBankAcount->account_type = 1;
$LoanBankAcount->id_loan = $loanModel->id_loan;
$LoanBankAcount->bank_name = $app_form->bank_name;
$LoanBankAcount->routing_number = $app_form->routing_number;
$LoanBankAcount->account_name = $app_form->account_name;
$LoanBankAcount->account_number = $app_form->account_number;
$LoanBankAcount->save();
// 拷贝 collateral_data 数据
LineAccount::copyData($model->id_application, $loanModel->id_loan);
CollateralAccount::copyData($model->id_application, $loanModel->id_loan);
//send loan approval email to client and cc to advisor(email($email_type,[$task_type,$id_app_task,$loan]))
$res = SendEmail::email(DictEmail::EMAIL_LETTER_ABOUT_LINE, [DictEmail::LETTER_TASK_LOAN_APPROVAL, $id_app_task, $loan]);
if ($res) {
//active log.system sent an email 'Your Line is Live' to client and advisor
//判断是否有两个client参与
$user = SendEmail::findUserByApplication($model->id_application);
if (is_null($user['co_applicant'])) {
Active::operationLog($model->id_application, [$user['applicant']->first_name, $user['applicant']->last_name, '', $user['advisor']->first_name, $user['advisor']->last_name], DictActive::SYSTEM_SEND_LINE_ALIVE_LETTER, 0);
} else {
Active::operationLog($model->id_application, [$user['applicant']->first_name, $user['applicant']->last_name, ',' . $user['co_applicant']->first_name . ' ' . $user['co_applicant']->last_name, $user['advisor']->first_name, $user['advisor']->last_name], DictActive::SYSTEM_SEND_LINE_ALIVE_LETTER, 0);
}
}
//active log.system closed the application
Active::operationLog($model->id_application, [], DictActive::SYSTEM_CLOSED_THE_APPLICATION, 0);
// collateral_data 拷贝 Line
$application = Application::findOne($model->id_application);
$application->id_application_status = DictApplication::STATUS_CLOSED;
$application->save(false);
return $this->redirect(['/application/view', 'id' => $model->id_application]);
}
return $this->render('index', ['model' => $model, 'application' => $application, 'loan' => $loan, 'applicants' => $applicants, 'advisors' => $advisors, 'checkPoints' => $checkPoints, 'check_ctrl' => $check_ctrl]);
}
public function getCollateralAccount()
{
return $this->hasOne(CollateralAccount::className(), ['id_collateral_account' => 'id_collateral_account']);
}