protected function onSuccess(ClientAccount $account, $withMaritalStatus)
{
/** @var AccountOwnerInterface $data */
$data = $this->form->getData();
$isPrimaryApplicant = $data instanceof UserAccountOwnerAdapter;
if (true === $withMaritalStatus && $isPrimaryApplicant) {
/** @var $profile Profile */
$profile = $account->getClient()->getProfile();
$spouse = $account->getClient()->getSpouse();
$maritalStatus = $this->form->get('marital_status')->getData();
if ($maritalStatus == Profile::CLIENT_MARITAL_STATUS_MARRIED) {
if (!$spouse) {
$spouse = new ClientAdditionalContact();
$spouse->setClient($account->getClient());
$spouse->setType(ClientAdditionalContact::TYPE_SPOUSE);
}
if ($this->form->has('spouse_first_name')) {
$spouse->setFirstName($this->form->get('spouse_first_name')->getData());
}
if ($this->form->has('spouse_middle_name')) {
$spouse->setMiddleName($this->form->get('spouse_middle_name')->getData());
}
if ($this->form->has('spouse_last_name')) {
$spouse->setLastName($this->form->get('spouse_last_name')->getData());
}
if ($this->form->has('spouse_birth_date')) {
$spouse->setBirthDate($this->form->get('spouse_birth_date')->getData());
}
}
$profile->setMaritalStatus($maritalStatus);
$this->em->persist($profile);
}
$account->setStepAction($isPrimaryApplicant ? ClientAccount::STEP_ACTION_PERSONAL : ClientAccount::STEP_ACTION_ADDITIONAL_PERSONAL);
$account->setIsPreSaved($this->request->isXmlHttpRequest());
$this->em->persist($data->getObjectToSave());
$this->em->persist($account);
$this->em->flush();
}
/**
* @param TokenInterface $token
* @param ClientAccount $object
* @param array $attributes
* @return int
*/
public function vote(TokenInterface $token, $object, array $attributes)
{
if (!$object instanceof ClientAccount) {
return VoterInterface::ACCESS_ABSTAIN;
}
$user = $token->getUser();
if (!$user instanceof User) {
return VoterInterface::ACCESS_ABSTAIN;
}
if ($user->isAdmin()) {
return VoterInterface::ACCESS_GRANTED;
}
if (in_array($attributes[0], array(static::PERMISSION_CHANGE_CONSOLIDATOR, static::PERMISSION_APPROVE_BILL, static::PERMISSION_EDIT))) {
if ($user == $object->getClient()->getRia()) {
return VoterInterface::ACCESS_GRANTED;
}
}
return VoterInterface::ACCESS_ABSTAIN;
}
/**
* Set account_id for owners in $this->owners array
*
* @param ClientAccount $account
*/
protected function saveAccountOwners(ClientAccount $account)
{
$ownerTypes = $this->getOwnerTypes();
if (empty($ownerTypes) && $account->getAccountOwners()->isEmpty()) {
$owner = new ClientAccountOwner();
$owner->setOwnerType(ClientAccountOwner::OWNER_TYPE_SELF);
$owner->setClient($account->getClient());
$owner->setAccount($account);
$this->em->persist($owner);
$this->em->flush();
} else {
foreach ($account->getAccountOwners() as $accountOwner) {
$this->em->remove($accountOwner);
}
foreach ($ownerTypes as $type) {
$this->createAccountOwnerByType($account, $type);
}
$this->em->persist($account);
$this->em->flush();
}
}
/**
* Set account_id for owners in $this->owners array
*
* @param ClientAccount $account
*/
protected function saveAccountOwners(ClientAccount $account)
{
if (empty($this->owners) && $account->getAccountOwners()->isEmpty()) {
$owner = new ClientAccountOwner();
$owner->setOwnerType(ClientAccountOwner::OWNER_TYPE_SELF);
$owner->setClient($account->getClient());
$owner->setAccount($account);
$account->addAccountOwner($owner);
$this->em->persist($owner);
} else {
$repo = $this->em->getRepository('WealthbotClientBundle:ClientAccountOwner');
foreach ($this->owners as $ownerItem) {
$owner = new ClientAccountOwner();
$owner->setOwnerType($ownerItem['owner_type']);
$owner->setAccount($account);
if ($ownerItem['owner_type'] === ClientAccountOwner::OWNER_TYPE_SELF) {
$client = $this->em->getRepository('WealthbotUserBundle:User')->find($ownerItem['owner_client_id']);
if ($client) {
$exist = $repo->findOneBy(array('owner_type' => $ownerItem['owner_type'], 'owner_client_id' => $client->getId(), 'account_id' => $account->getId()));
if (!$exist) {
$owner->setClient($client);
$this->em->persist($owner);
}
}
} else {
$contact = $this->em->getRepository('WealthbotClientBundle:ClientAdditionalContact')->find($ownerItem['owner_contact_id']);
if ($contact) {
$exist = $repo->findOneBy(array('owner_type' => $ownerItem['owner_type'], 'owner_contact_id' => $contact->getId(), 'account_id' => $account->getId()));
if (!$exist) {
$owner->setContact($contact);
$this->em->persist($owner);
}
}
}
$account->addAccountOwner($owner);
}
}
$this->em->persist($account);
$this->em->flush();
}
/**
*
* @SecureParam(name="account", permissions="CHANGE_CONSOLIDATOR")
* @ParamConverter("account", class="WealthbotClientBundle:ClientAccount")
*
* @param ClientAccount $account
* @param Request $request
* @return \Symfony\Component\HttpFoundation\JsonResponse
*/
public function updateAccountsPaysForAction(ClientAccount $account, Request $request)
{
$number = $request->get('paysFor');
$em = $this->getDoctrine()->getManager();
if ($number == '') {
$account->setConsolidator(null);
} else {
$consolidateAccount = $em->getRepository('WealthbotClientBundle:ClientAccount')->getByAccountNumber($number);
$ria = $this->getUser();
if ($consolidateAccount->getClient()->getRia() !== $ria) {
throw new AccessDeniedException('Consolidate account do not belongs to Your RIA');
}
if ($consolidateAccount->getClient() !== $account->getClient()) {
throw new AccessDeniedException('Consolidate account do not belongs to client');
}
$account->setConsolidator($consolidateAccount);
}
$em->flush();
return new JsonResponse(array());
}
/**
* Find new consolidator for accounts by old consolidator account object
*
* @param ClientAccount $oldConsolidator
* @return null|ClientAccount
*/
public function findNewConsolidatorForAccounts(ClientAccount $oldConsolidator)
{
$clientId = $oldConsolidator->getClientId() ? $oldConsolidator->getClientId() : $oldConsolidator->getClient()->getId();
return $this->findNewConsolidatorByClientIdAndSystemTypeAndOwner($clientId, $oldConsolidator->getSystemType(), $oldConsolidator->getOwner(), $oldConsolidator->getId());
}
/**
* Get wealthbot.io fee
*
* @param ClientAccount $clientAccount
* @param integer $year
* @param integer $quarter
* @return float
*/
public function getCEFee(ClientAccount $clientAccount, $year, $quarter)
{
$ria = $clientAccount->getClient()->getRia();
$fees = $this->getAdminFee($ria);
$period = $this->periodManager->getPeriod($year, $quarter);
$value = $this->cashManager->getAccountValueOnDate($clientAccount, $period['endDate']);
return $this->calculateFee($value, $fees);
}
/**
* Return new system account with client, client account, account number and account description
*
* @param ClientAccount $clientAccount
* @return SystemAccount
*/
private function createAccount(ClientAccount $clientAccount)
{
// If system account is exist then update it
$systemAccount = $clientAccount->getSystemAccount();
if (!$systemAccount) {
$systemAccount = new SystemAccount();
}
$systemAccount->setClient($clientAccount->getClient());
$systemAccount->setClientAccount($clientAccount);
$systemAccount->setType($clientAccount->getSystemType());
$systemAccount->setAccountNumber('CE-000-' . rand(100000000, 999999999));
$systemAccount->setAccountDescription($clientAccount->getOwnersAsString() . ' ' . $clientAccount->getTypeName());
return $systemAccount;
}
/**
* @param ClientAccount $account
* @param $year
* @param $quarter
* @param bool $flush
* @throws \Exception
*/
public function approveAccount(ClientAccount $account, $year, $quarter, $flush = false)
{
$client = $account->getClient();
/** @var Bill $bill */
if (!($bill = $this->em->getRepository('WealthbotClientBundle:Bill')->findByClientAndPeriod($client, $year, $quarter))) {
throw new \Exception('Bill was not generated');
//todo: make custom exception
}
$bill->setApprovedAt(new \DateTime());
if ($billItem = $this->em->getRepository('WealthbotClientBundle:BillItem')->getByAccountAndPeriod($account, $year, $quarter)) {
$billItem->getStatus() == BillItem::STATUS_BILL_GENERATED && $billItem->setStatus(BillItem::STATUS_BILL_APPROVED);
} else {
return false;
}
$flush && $this->em->flush();
return true;
}
public function sendClientRolloverInstruction401Email(ClientAccount $account, $rolloverMessage)
{
$template = $this->parameters['template']['client_rollover_instruction_401'];
$client = $account->getClient();
$ria = $client->getRia();
$context = array('account' => $account, 'ria' => $ria, 'rollover_message' => $rolloverMessage, 'logo' => $this->getRiaLogo($ria->getId()));
$this->sendMessage($template, $this->parameters['from_email']['client_rollover_instruction_401'], $client->getEmail(), $context);
}
