/**
* @param ObjectManager $manager
* @param array $data
* @param User $clientUser
* @return ClientAccount
*/
private function createClientAccount(ObjectManager $manager, array $data, User $clientUser)
{
$securityRepository = $manager->getRepository('WealthbotAdminBundle:Security');
$account = new ClientAccount();
$account->setClient($clientUser);
$account->setGroupType($this->getReference('client-account-group-type-' . $data['group_type_key']));
$account->setFinancialInstitution($data['financial_institution']);
$account->setValue($data['value']);
$account->setMonthlyContributions($data['monthly_contributions']);
$account->setMonthlyDistributions($data['monthly_distributions']);
$account->setSasCash($data['sas_cash']);
$account->setProcessStep($data['process_step']);
$account->setStepAction($data['step_action']);
$account->setIsPreSaved($data['is_pre_saved']);
$account->setUnconsolidated($data['unconsolidated']);
if ($data['consolidator_index']) {
$consolidator = $clientUser->getClientAccounts()->get($data['consolidator_index'] - 1);
$account->setConsolidator($consolidator);
}
foreach ($data['owners'] as $ownerType) {
$accountOwner = new ClientAccountOwner();
if ($ownerType === ClientAccountOwner::OWNER_TYPE_SELF) {
$accountOwner->setClient($clientUser);
} else {
$accountOwner->setContact($clientUser->getAdditionalContacts()->first());
}
$accountOwner->setOwnerType($ownerType);
$accountOwner->setAccount($account);
$account->addAccountOwner($accountOwner);
}
$manager->persist($account);
$manager->flush();
$manager->refresh($account);
if (isset($data['account_contribution'])) {
$accountContribution = new AccountContribution();
$accountContribution->setAccount($account);
$accountContribution->setType($data['account_contribution']['type']);
$accountContribution->setTransactionFrequency($data['account_contribution']['transaction_frequency']);
$account->setAccountContribution($accountContribution);
$manager->persist($accountContribution);
}
if (isset($data['securities'])) {
foreach ($data['securities'] as $securityItem) {
//ToDo: CE-402. Check that code is not needed more.
// $security = $securityRepository->findOneBySymbol($securityItem['symbol']);
// if (!$security) {
// /** @var SecurityType $securityType */
// $securityType = $this->getReference('security-type-' . $securityItem['type']);
//
// $security = new Security();
// $security->setName($securityItem['name']);
// $security->setSymbol($securityItem['symbol']);
// $security->setSecurityType($securityType);
// $security->setExpenseRatio($securityItem['exp_ratio']);
// }
// $securityAssignment = new SecurityAssignment();
// $securityAssignment->setSecurity($security);
// $securityAssignment->setRia($clientUser->getRia()); Deprecated
// $accountOutsideFund = new AccountOutsideFund();
// $accountOutsideFund->setAccount($account);
// $accountOutsideFund->setSecurityAssignment($securityAssignment);
// $accountOutsideFund->setIsPreferred(false);
//
// $manager->persist($accountOutsideFund);
}
}
$manager->persist($account);
$manager->flush();
$this->addReference('client-account-' . $account->getId(), $account);
return $account;
}
private function createClientAccounts(ObjectManager $manager, User $clientUser)
{
$lastAccount = null;
foreach ($this->accounts as $index => $item) {
/** @var AccountGroupType $groupType */
$groupType = $this->getReference('client-account-group-type-' . $item['group_key'] . '-' . $item['type_key']);
$account = new ClientAccount();
$account->setGroupType($groupType);
$account->setClient($clientUser);
$account->setFinancialInstitution($item['financial_institution']);
$account->setValue($item['value']);
$account->setMonthlyContributions($item['monthly_contributions']);
$account->setMonthlyDistributions($item['monthly_distributions']);
$account->setSasCash($item['sas_cash']);
$accountOwner = new ClientAccountOwner();
$accountOwner->setAccount($account);
$accountOwner->setClient($clientUser);
$accountOwner->setOwnerType(ClientAccountOwner::OWNER_TYPE_SELF);
if (isset($item['consolidator_key']) && null !== $item['consolidator_key']) {
/** @var ClientAccount $consolidator */
$consolidator = $this->getReference('user-client-account-' . $item['consolidator_key']);
$account->setConsolidator($consolidator);
}
if (isset($item['funds']) && $item['group_key'] === AccountGroup::GROUP_EMPLOYER_RETIREMENT) {
foreach ($item['funds'] as $fundItem) {
// ToDo: CE-402: check that code is not needed more
// $outsideFund = $manager->getRepository('WealthbotAdminBundle:Security')->findOneBySymbol($fundItem['symbol']);
// if (!$outsideFund) {
// /** @var SecurityType $securityType */
// $securityType = $this->getReference('security-type-' . $fundItem['type']);
//
// $outsideFund = new Security();
// $outsideFund->setName($fundItem['name']);
// $outsideFund->setSymbol($fundItem['symbol']);
// $outsideFund->setSecurityType($securityType);
// $outsideFund->setExpenseRatio($fundItem['exp_ratio']);
// }
// $securityAssignment = new SecurityAssignment();
// $securityAssignment->setSecurity($outsideFund);
// $securityAssignment->setRia($clientUser->getRia()); Deprecated
// $securityAssignment->setIsPreferred(false);
// $accountOutsideFund = new AccountOutsideFund();
// $accountOutsideFund->setAccount($account);
// $accountOutsideFund->setSecurityAssignment($securityAssignment);
// $accountOutsideFund->setIsPreferred(false);
// $account->addAccountOutsideFund($accountOutsideFund);
//
// $manager->persist($accountOutsideFund);
}
}
$manager->persist($account);
$manager->persist($accountOwner);
$this->addReference('user-client-account-' . ($index + 1), $account);
if (!$account->isRetirementType()) {
$lastAccount = $account;
}
}
if ($lastAccount) {
$systemAccount = new SystemAccount();
$systemAccount->setClient($clientUser);
$systemAccount->setClientAccount($lastAccount);
$systemAccount->setAccountNumber('916985328');
$systemAccount->setAccountDescription($lastAccount->getOwnersAsString() . ' ' . $lastAccount->getTypeName());
$systemAccount->setType($lastAccount->getSystemType());
$systemAccount->setSource(SystemAccount::SOURCE_SAMPLE);
$clientUser->addSystemAccount($systemAccount);
$this->addReference('system-account', $systemAccount);
$manager->persist($systemAccount);
}
}
/**
* Validate form data
*
* @param FormInterface $form
* @param ClientAccount $data
*/
private function validate(FormInterface $form, ClientAccount $data)
{
$group = $form->get('group')->getData();
if ($data) {
$data->setClient($this->client);
if ($group == AccountGroup::GROUP_EMPLOYER_RETIREMENT) {
$data->setMonthlyDistributions(null);
$data->setSasCash(null);
if (floatval($data->getValue()) < 50000) {
$form->get('value')->addError(new FormError('Minimum value must be $50,000 for retirement plans.'));
}
if ($form->get('plan_provider')->getData()) {
$financialInstitution = $data->getFinancialInstitution();
$data->setFinancialInstitution($form->get('plan_provider')->getData() . " (" . $financialInstitution . ")");
}
}
if ($this->validateAdditionalFields && $form->has('owners')) {
if ($data->getTypeName() == 'Joint Account') {
$ownerTypes = $form->get('owners')->get('owner_types')->getData();
if (!is_array($ownerTypes) || count($ownerTypes) !== 2) {
$form->get('owners')->get('owner_types')->addError(new FormError('You should select two owners of the account.'));
}
if ($form->get('owners')->has('other_contact')) {
/** @var ClientAdditionalContact $otherContact */
$otherContact = $form->get('owners')->get('other_contact')->getData();
if (!$otherContact->getFirstName() || trim($otherContact->getFirstName() == '')) {
$form->get('owners')->get('other_contact')->get('first_name')->addError(new FormError('Required.'));
}
if (!$otherContact->getMiddleName() || trim($otherContact->getMiddleName() == '')) {
$form->get('owners')->get('other_contact')->get('middle_name')->addError(new FormError('Required.'));
}
if (!$otherContact->getLastName() || trim($otherContact->getLastName() == '')) {
$form->get('owners')->get('other_contact')->get('last_name')->addError(new FormError('Required.'));
}
if (!$otherContact->getRelationship() || trim($otherContact->getRelationship() == '')) {
$form->get('owners')->get('other_contact')->get('relationship')->addError(new FormError('Required.'));
}
}
} elseif ($this->client->isMarried()) {
$ownerType = $form->get('owners')->get('owner_types')->getData();
$choices = ClientAccountOwner::getOwnerTypeChoices();
unset($choices[ClientAccountOwner::OWNER_TYPE_OTHER]);
if (!$ownerType || !in_array($ownerType, $choices)) {
$form->get('owners')->get('owner_types')->addError(new FormError('Select owner of the account.'));
}
}
}
}
}
