/**
* Process suggested portfolio
*
* @param User $user
* @param CeModel $suggestedModel
* @param $withdrawAge
* @throws \InvalidArgumentException
*/
protected function processSuggestedPortfolio(User $user, CeModel $suggestedModel, $withdrawAge)
{
$session = $this->getOption('session');
if (!$session instanceof Session) {
throw new \InvalidArgumentException('Option session must be instance of Session.');
}
$session->set('ria.risk_profiling.suggested_portfolio', $suggestedModel->getId());
}
public function onBind(FormEvent $event)
{
$form = $event->getForm();
/** @var CeModelEntity $data */
$data = $event->getData();
$stock = 0;
$bond = 0;
/** @var \Wealthbot\AdminBundle\Repository\CeModelEntityRepository $modelRepo */
$modelRepo = $this->em->getRepository('WealthbotAdminBundle:CeModel');
$modelEntities = $this->em->getRepository('WealthbotAdminBundle:CeModelEntity')->findBy(array('modelId' => $this->portfolioModel->getId()));
foreach ($modelEntities as $entity) {
if (!$data->getId() || $data->getId() != $entity->getId()) {
if ($entity->getAssetClass()->getType() == 'Stocks') {
$stock += $entity->getPercent();
}
if ($entity->getAssetClass()->getType() == 'Bonds') {
$bond += $entity->getPercent();
}
}
}
$overAll = $stock + $bond + $data->getPercent();
if ($this->portfolioModel->isStrategy()) {
$percentage = BaselinePortfolio::$modelPercentage[$this->portfolioModel->getParent()->getSlug()];
$overAllStock = $data->getPercent() + $stock;
$overAllBond = $data->getPercent() + $bond;
if ($data->getAssetClass()->getType() == 'Stocks') {
if ($overAllStock > $percentage['stock']) {
$form->get('percent')->addError(new \Symfony\Component\Form\FormError('Sum of the stocks percents must be equal :value.', array(':value' => $percentage['stock'])));
}
}
if ($data->getAssetClass()->getType() == 'Bonds') {
if ($overAllBond > $percentage['bond']) {
$form->get('percent')->addError(new \Symfony\Component\Form\FormError('Sum of the bonds percents must be equal :value.', array(':value' => $percentage['bond'])));
}
}
}
if ($overAll > 100) {
$form->get('percent')->addError(new \Symfony\Component\Form\FormError('Sum of the percents must be equal 100.'));
}
}
public function bind(FormEvent $event)
{
/** @var $data CeModelEntity */
$data = $event->getData();
if ($data === null) {
return;
}
$em = $this->em;
$form = $event->getForm();
/** @var $ceModelEntityRepo CeModelEntityRepository */
$ceModelEntityRepo = $em->getRepository('WealthbotAdminBundle:CeModelEntity');
if ($data->getSubclass()) {
$exist = $ceModelEntityRepo->isExistSameSubclassesForModel($this->ceModel->getId(), $data->getSubclass()->getId(), $this->isQualifiedModel, $data->getId());
if ($exist) {
if ($data->getId()) {
if ($exist->getId() != $data->getId()) {
$form->get('subclass')->addError(new FormError('You already hold this subclass in the model.'));
}
} else {
$form->get('subclass')->addError(new FormError('You already hold this subclass in the model.'));
}
}
}
//TODO: Andrey
$stock = 0;
$bond = 0;
$modelEntities = $ceModelEntityRepo->findBy(array('modelId' => $this->ceModel->getId(), 'isQualified' => $this->isQualifiedModel));
foreach ($modelEntities as $entity) {
if (!$data->getId() || $data->getId() != $entity->getId()) {
if ($entity->getAssetClass()->getType() == 'Stocks') {
$stock += $entity->getPercent();
}
if ($entity->getAssetClass()->getType() == 'Bonds') {
$bond += $entity->getPercent();
}
}
}
$overAll = $stock + $bond + $data->getPercent();
if ($overAll > 100) {
$form->get('percent')->addError(new FormError('Sum of the percents must be equal 100.'));
}
}
public function bind(FormEvent $event)
{
$form = $event->getForm();
$data = $event->getData();
$em = $this->em;
if ($data === null) {
return;
}
if ($data->getSubclass() && $data->getSecurityAssignment()) {
$exist = $em->getRepository('WealthbotAdminBundle:CeModelEntity')->findOneBy(array('modelId' => $this->portfolioModel->getId(), 'assetClassId' => $data->getAssetClass()->getId(), 'subclassId' => $data->getSubclass()->getId(), 'securityAssignmentId' => $data->getSecurityAssignemnt()->getId(), 'isQualified' => $this->isQualifiedModel));
if ($exist) {
if ($data->getId()) {
if ($exist->getId() != $data->getId()) {
$form->get('subclass')->addError(new FormError('You already hold this subclass in the model.'));
}
} else {
$form->get('subclass')->addError(new FormError('You already hold this subclass in the model.'));
}
}
}
}
public function hasMuniSubstitution(CeModel $parentModel, Subclass $subclass, User $user)
{
$qb = $this->createQueryBuilder("s");
/*if($user->hasRole('ROLE_RIA') || $user->hasRole('ROLE_SUPER_ADMIN')){
$qb->where("s.ria_user_id IS NULL");
}else{
$qb->where("s.ria_user_id = :ria_user_id")->setParameter("ria_user_id", $user->getId());
}*/
$qb->andWhere("s.model_id = :model_id")->andWhere("s.subclass_id = :subclass_id")->andWhere("s.muni_substitution = 1")->setParameter("model_id", $parentModel->getId())->setParameter("subclass_id", $subclass->getId())->setMaxResults(1);
return $qb->getQuery()->getOneOrNullResult();
}