/**
* Get client status as string
*
* @return int
* @throws \RuntimeException
*/
public function getClientStatusAsString()
{
if (!$this->hasRole("ROLE_CLIENT")) {
throw new \RuntimeException('User dose not have role: ROLE_CLIENT');
}
return $this->profile->getClientStatusAsString();
}
public function buildForm(FormBuilderInterface $builder, array $options)
{
$this->factory = $builder->getFormFactory();
$builder->add('firstName', 'text', array('attr' => array('class' => 'input-medium', 'placeholder' => 'First Name'), 'required' => false))->add('middleName', 'text', array('attr' => array('class' => 'input-small', 'placeholder' => 'Middle Name'), 'required' => false))->add('lastName', 'text', array('attr' => array('class' => 'input-medium', 'placeholder' => 'Last Name'), 'required' => false))->add('birthDate', 'date', array('attr' => array('class' => 'jq-ce-date input-small', 'placeholder' => 'MM-DD-YYYY'), 'format' => 'MM-dd-yyyy', 'label' => 'Birth Date', 'required' => false, 'widget' => 'single_text'))->add('citizenship', 'choice', array('choices' => array('1' => 'Yes', '0' => 'No'), 'data' => 1, 'expanded' => true, 'label' => 'U.S. citizen?', 'property_path' => false, 'constraints' => array(new True(array('message' => 'Spouse of your client should be U.S. citizen.')))));
$builder->add('employmentType', 'choice', array('choices' => Profile::getEmploymentTypeChoices(), 'expanded' => true, 'label' => 'Employment Status', 'multiple' => false, 'required' => true))->add('employerName', 'text', array('attr' => array('class' => 'input-medium'), 'label' => 'Employer Name', 'required' => false))->add('industry', 'text', array('attr' => array('class' => 'input-medium'), 'required' => false))->add('occupation', 'text', array('attr' => array('class' => 'input-medium'), 'required' => false))->add('businessType', 'text', array('attr' => array('class' => 'input-medium'), 'label' => 'Type of Business', 'required' => false))->add('employerAddress', 'text', array('attr' => array('class' => 'input-large'), 'label' => 'Employer Address', 'required' => false))->add('employmentCity', 'text', array('attr' => array('class' => 'input-medium'), 'label' => 'Employment City', 'required' => false))->add('employmentState', 'entity', array('attr' => array('class' => 'input-medium'), 'class' => 'WealthbotAdminBundle:State', 'label' => 'State', 'empty_value' => 'Select a State', 'required' => false))->add('employmentZip', 'text', array('attr' => array('class' => 'input-mini'), 'label' => 'Zip Code', 'required' => false));
$builder->addEventListener(FormEvents::PRE_SET_DATA, array($this, 'onPreSetData'));
$builder->addEventListener(FormEvents::BIND, array($this, 'onBindData'));
}
public function stepOneAction(Request $request)
{
/** @var \Doctrine\ORM\EntityManager $em */
$em = $this->get('doctrine.orm.entity_manager');
/** @var User $user */
$user = $this->getUser();
$profile = $user->getProfile();
if (!$profile) {
$profile = new Profile();
$profile->setUser($user);
}
$isPreSave = $request->isXmlHttpRequest() || $request->get('is_pre_save');
$form = $this->createForm(new ClientProfileFormType($isPreSave), $profile);
if ($request->isMethod("post")) {
$form->bind($request);
if ($form->isValid()) {
$profile = $form->getData();
$spouse = $user->getSpouse();
if ($profile->getMaritalStatus() === Profile::CLIENT_MARITAL_STATUS_MARRIED) {
$spouse->setClient($user);
} else {
$user->removeAdditionalContact($spouse);
$em->remove($spouse);
}
if (!$isPreSave) {
$profile->setRegistrationStep(1);
}
$em->persist($profile);
$em->persist($user);
$em->flush();
if ($isPreSave && $request->isXmlHttpRequest()) {
return $this->getJsonResponse(array('status' => 'success'));
}
if ($profile->getClientSource() == Profile::CLIENT_SOURCE_IN_HOUSE) {
$redirectUrl = $this->generateUrl("rx_client_portfolio");
} else {
$redirectUrl = $this->generateUrl("rx_client_profile_step_two");
}
return $this->redirect($redirectUrl);
} elseif ($isPreSave && $request->isXmlHttpRequest()) {
return $this->getJsonResponse(array('status' => 'error'));
}
}
return $this->render('WealthbotClientBundle:Profile:step_one.html.twig', array('form' => $form->createView(), 'ria_company_information' => $user->getProfile()->getRia()->getRiaCompanyInformation()));
}
public function setUp()
{
$questions = array();
for ($i = 0; $i < 4; $i++) {
$question = new RiskQuestion();
$question->setTitle('Question ' . ($i + 1));
for ($j = 0; $j < 4; $j++) {
$answer = new RiskAnswer();
$answer->setTitle('Answer ' . ($i + 1) . ' - ' . ($j + 1));
$answer->setQuestion($question);
$answer->setPoint($j);
$question->addAnswer($answer);
}
$questions[] = $question;
}
$userAnswers = array();
foreach ($questions as $key => $question) {
$userAnswer = new ClientQuestionnaireAnswer();
$userAnswer->setQuestion($question);
$questionAnswers = $question->getAnswers();
$userAnswer->setAnswer($questionAnswers[$key]);
$userAnswers[] = $userAnswer;
}
$portfolio = new CeModel();
for ($i = 0; $i < 4; $i++) {
$modelMock = $this->getMock('Wealthbot\\AdminBundle\\Entity\\CeModel', array('getId'));
$modelMock->expects($this->any())->method('getId')->will($this->returnValue($i + 1));
$modelMock->setName('Model ' . ($i + 1));
$modelMock->setRiskRating($i + 1);
$portfolio->addChildren($modelMock);
}
$riaCompanyInformation = new RiaCompanyInformation();
$riaCompanyInformation->setPortfolioModel($portfolio);
$ria = new User();
$ria->setRoles(array('ROLE_RIA'));
$ria->setRiaCompanyInformation($riaCompanyInformation);
$userProfile = new Profile();
$userProfile->setRia($ria);
$user = new User();
$user->setRoles(array('ROLE_CLIENT'));
$user->setProfile($userProfile);
$this->riskTolerance = new RiskTolerance($user, $userAnswers);
}
private function validateOwnerInformation(FormInterface $form, $data)
{
if ($form->has('first_name') && !$data->getFirstName()) {
$form->get('first_name')->addError(new FormError('Required.'));
}
if ($form->has('middle_name') && !preg_match('/[A-Za-z]/', $data->getMiddleName())) {
$form->get('middle_name')->addError(new FormError('Enter least 1 letter.'));
}
if ($form->has('last_name') && !$data->getLastName()) {
$form->get('last_name')->addError(new FormError('Required.'));
}
if ($form->has('street') && !$data->getStreet()) {
$form->get('street')->addError(new FormError('Required.'));
}
if ($form->has('city') && !$data->getCity()) {
$form->get('city')->addError(new FormError('Required.'));
}
if ($form->has('state') && !$data->getState()) {
$form->get('state')->addError(new FormError('Required.'));
}
if ($form->has('estimated_income_tax') && !$data->getEstimatedIncomeTax()) {
$form->get('estimated_income_tax')->addError(new FormError('Required.'));
}
// Choices validation
if ($form->has('marital_status') && !in_array($data->getMaritalStatus(), Profile::getMaritalStatusChoices())) {
$form->get('marital_status')->addError(new FormError('Required.'));
}
if ($form->has('annual_income') && !in_array($data->getAnnualIncome(), Profile::getAnnualIncomeChoices())) {
$form->get('annual_income')->addError(new FormError('Required.'));
}
if ($form->has('liquid_net_worth') && !in_array($data->getLiquidNetWorth(), array_keys(Profile::getLiquidNetWorthChoices()))) {
$form->get('liquid_net_worth')->addError(new FormError('Required.'));
}
if ($form->has('employment_type') && !in_array($data->getEmploymentType(), array_keys(Profile::getEmploymentTypeChoices()))) {
$form->get('employment_type')->addError(new FormError('Required.'));
}
if ($form->has('birth_date')) {
$birthDateData = $form->get('birth_date')->getData();
if ($birthDateData && $birthDateData instanceof \DateTime) {
$year = (int) $birthDateData->format('Y');
if ($year < 1900) {
$form->get('birth_date')->addError(new FormError('year must start with 19 or 20 e.g. 1980'));
}
} else {
$form->get('birth_date')->addError(new FormError('date format must be MM-DD-YYYY'));
}
}
}
private function createUser(User $riaUser)
{
$clientUser = new User();
$clientUser->setUsername('client');
$clientUser->setEmail('*****@*****.**');
$clientUser->setPlainPassword('client');
$clientUser->setEnabled(true);
$clientUser->setRoles(array('ROLE_CLIENT'));
$clientUserProfile = new Profile();
$clientUserProfile->setUser($clientUser);
$clientUserProfile->setFirstName('ClientFirst');
$clientUserProfile->setLastName('ClientLast');
$clientUserProfile->setMiddleName('C');
$clientUserProfile->setRegistrationStep(3);
$clientUserProfile->setRia($riaUser);
$clientUserProfile->setStatusProspect();
$clientUser->setProfile($clientUserProfile);
$clientSettings = new ClientSettings();
$clientUser->setClientSettings($clientSettings);
$clientSettings->setClient($clientUser);
return $clientUser;
}
private function createUser()
{
$riaUser = new User();
$riaUser->setUsername('ria');
$riaUser->setEmail('*****@*****.**');
$riaUser->setPlainPassword('ria');
$riaUser->setEnabled(true);
$riaUser->setRoles(array('ROLE_RIA'));
$riaUserProfile = new Profile();
$riaUserProfile->setUser($riaUser);
$riaUserProfile->setCompany('Wealthbot');
$riaUserProfile->setFirstName('RiaFirst');
$riaUserProfile->setLastName('RiaLast');
$riaUserProfile->setRegistrationStep(5);
$riaUser->setProfile($riaUserProfile);
return $riaUser;
}
public function buildForm(FormBuilderInterface $builder, array $options)
{
$client = $builder->getData();
$this->factory = $builder->getFormFactory();
/** @var \Wealthbot\UserBundle\Entity\User $ria */
$ria = $client->getRia();
$groups = array();
foreach ($ria->getOwnGroups() as $group) {
$groups[$group->getId()] = $group->getName();
}
$selectedGroupId = 0;
$selectedGroup = $client->getGroups()->first();
if ($selectedGroup) {
$selectedGroupId = $selectedGroup->getId();
}
$builder->add('rebalancingLevel', 'choice', array('attr' => array('class' => 'input-medium'), 'choices' => Profile::$client_account_managed_choices, 'label' => 'Rebalancing Level: ', 'property_path' => 'profile.clientAccountManaged'));
$builder->add('annualIncome', 'choice', array('attr' => array('class' => 'input-large'), 'choices' => Profile::getAnnualIncomeChoices(), 'empty_value' => 'Choose an Option', 'label' => 'Annual Income', 'property_path' => 'profile.annualIncome'))->add('estimatedIncomeTax', 'percent', array('attr' => array('class' => 'input-mini'), 'precision' => 0, 'required' => false, 'label' => 'Income tax bracket', 'property_path' => 'profile.estimatedIncomeTax'))->add('liquidNetWorth', 'choice', array('attr' => array('class' => 'input-large'), 'choices' => Profile::getLiquidNetWorthChoices(), 'empty_value' => 'Choose an Option', 'label' => 'Liquid Net Worth', 'property_path' => 'profile.liquidNetWorth'))->add('group', 'choice', array('attr' => array('class' => 'input-medium'), 'choices' => $groups, 'data' => $selectedGroupId, 'empty_value' => '', 'label' => 'Advisor Set: ', 'property_path' => false));
$builder->addEventListener(FormEvents::PRE_SET_DATA, array($this, 'onPresetData'));
$builder->addEventListener(FormEvents::BIND, array($this, 'onBindData'));
}
public function buildForm(FormBuilderInterface $builder, array $options)
{
parent::buildForm($builder, $options);
$data = $builder->getData();
$isExist = $data->getId();
$builder->remove('citezen')->remove('ssn_tin_1')->remove('ssn_tin_2')->remove('ssn_tin_3')->remove('is_senior_political_figure')->remove('senior_spf_name')->remove('senior_political_title')->remove('senior_account_owner_relationship')->remove('senior_country_office')->remove('is_publicly_traded_company')->remove('publicle_company_name')->remove('publicle_address')->remove('publicle_city')->remove('publicleState')->remove('is_broker_security_exchange_person')->remove('broker_security_exchange_company_name')->remove('compliance_letter_file')->add('email', 'email')->add('first_name', 'text', array('required' => false, 'disabled' => true))->add('middle_name', 'text', array('required' => false, 'disabled' => true))->add('last_name', 'text', array('required' => false, 'disabled' => true))->add('birth_date', 'date', array('widget' => 'single_text', 'format' => 'MM-dd-yyyy', 'required' => true, 'disabled' => true, 'attr' => array('class' => 'jq-date input-small')))->add('citizenship', 'choice', array('choices' => array(1 => 'Yes', 0 => 'No'), 'expanded' => true, 'multiple' => false, 'required' => false, 'property_path' => false, 'data' => $isExist ? 1 : null, 'label' => $data && $data->getMaritalStatus() == 'Married' ? 'Are you and your spouse both U.S. citizens?' : 'Are you a U.S. citizen?', 'disabled' => true))->add('marital_status', 'choice', array('choices' => Profile::getMaritalStatusChoices(), 'empty_value' => 'Choose an Option', 'required' => false))->add('phone_number', 'text', array('required' => false))->add('spouse', new ClientSpouseFormType())->add('annual_income', 'choice', array('choices' => Profile::getAnnualIncomeChoices(), 'empty_value' => 'Choose an Option', 'required' => false))->add('estimated_income_tax', 'percent', array('precision' => 0, 'required' => false, 'label' => 'What is your estimated income tax bracket?'))->add('liquid_net_worth', 'choice', array('choices' => Profile::getLiquidNetWorthChoices(), 'empty_value' => 'Choose an Option', 'required' => false));
$formFactory = $builder->getFormFactory();
$builder->addEventListener(FormEvents::PRE_BIND, function (FormEvent $event) use($formFactory) {
$form = $event->getForm();
$data = $event->getData();
if ($data === null) {
return;
}
if (isset($data['marital_status'])) {
$form->remove('citizenship');
$form->add($formFactory->createNamed('citizenship', 'choice', null, array('choices' => array(1 => 'Yes', 0 => 'No'), 'expanded' => true, 'multiple' => false, 'required' => false, 'property_path' => false, 'data' => isset($data['id']) ? 1 : null, 'label' => $data['marital_status'] == 'Married' ? 'Are you and your spouse both U.S. citizens?' : 'Are you a U.S. citizen?', 'disabled' => true)));
}
});
$builder->addEventListener(FormEvents::BIND, array($this, 'changeProfileValidate'));
}
private function createClientUser(array $data, User $riaUser)
{
$clientUser = new User();
$clientUser->setUsername($data['username']);
$clientUser->setEmail($data['username']);
$clientUser->setPlainPassword($data['password']);
$clientUser->setEnabled(true);
$clientUser->setRoles(array('ROLE_CLIENT'));
$clientUserProfile = new Profile();
$clientUserProfile->setUser($clientUser);
$clientUserProfile->setRia($riaUser);
$clientUserProfile->setFirstName($data['first_name']);
$clientUserProfile->setLastName($data['last_name']);
$clientUserProfile->setState($this->getReference('state-' . $data['state']));
$clientUserProfile->setStreet($data['street']);
$clientUserProfile->setCity($data['city']);
$clientUserProfile->setZip($data['zip']);
$clientUserProfile->setBirthDate(new \DateTime($data['birth_date']));
$clientUserProfile->setPhoneNumber($data['phone_number']);
$clientUserProfile->setMaritalStatus($data['marital_status']);
$clientUserProfile->setAnnualIncome($data['annual_income']);
$clientUserProfile->setEstimatedIncomeTax($data['estimated_income_tax']);
$clientUserProfile->setLiquidNetWorth($data['liquid_net_worth']);
$clientUserProfile->setEmploymentType($data['employment_type']);
$clientUserProfile->setClientAccountManaged($data['client_account_managed']);
$clientUserProfile->setRegistrationStep($data['registration_step']);
$clientSettings = new ClientSettings();
$clientSettings->setStopTlhValue($data['stop_tlh_value']);
$clientUser->setClientSettings($clientSettings);
$clientSettings->setClient($clientUser);
//$clientUserProfile->setSuggestedPortfolio($this->getReference('cec-ria-model-' . $data['suggested_portfolio_index']));
if (isset($data['client_status'])) {
$clientUserProfile->setClientStatus($data['client_status']);
}
$clientUser->setProfile($clientUserProfile);
if (isset($data['created'])) {
$createdAt = new \DateTime($data['created']);
$clientUser->setCreated($createdAt);
}
if (isset($data['paymentMethod'])) {
$clientUser->getProfile()->setPaymentMethod($data['paymentMethod']);
}
return $clientUser;
}
public function validate(FormEvent $event)
{
/** @var \Wealthbot\UserBundle\Entity\Profile $data */
$data = $event->getData();
$form = $event->getForm();
if ($form->has('first_name') && !$data->getFirstName()) {
$form->get('first_name')->addError(new FormError('Required.'));
}
if ($form->has('last_name') && !$data->getLastName()) {
$form->get('last_name')->addError(new FormError('Required.'));
}
if ($form->has('street') && !$data->getStreet()) {
$form->get('street')->addError(new FormError('Required.'));
}
if ($form->has('city') && !$data->getCity()) {
$form->get('city')->addError(new FormError('Required.'));
}
if ($form->has('state') && !$data->getState()) {
$form->get('state')->addError(new FormError('Required.'));
}
if ($form->has('estimated_income_tax') && !$data->getEstimatedIncomeTax()) {
$form->get('estimated_income_tax')->addError(new FormError('Required.'));
}
// Choices validation
if ($form->has('marital_status') && !in_array($data->getMaritalStatus(), Profile::getMaritalStatusChoices())) {
$form->get('marital_status')->addError(new FormError('Required.'));
}
if ($form->has('annual_income') && !in_array($data->getAnnualIncome(), Profile::getAnnualIncomeChoices())) {
$form->get('annual_income')->addError(new FormError('Required.'));
}
if ($form->has('liquid_net_worth') && !in_array($data->getLiquidNetWorth(), array_keys(Profile::getLiquidNetWorthChoices()))) {
$form->get('liquid_net_worth')->addError(new FormError('Required.'));
}
if ($form->has('employment_type') && !in_array($data->getEmploymentType(), array_keys(Profile::getEmploymentTypeChoices()))) {
$form->get('employment_type')->addError(new FormError('Required.'));
}
if ($form->has('birth_date')) {
$birthDateData = $form->get('birth_date')->getData();
if ($birthDateData && $birthDateData instanceof \DateTime) {
$year = (int) $birthDateData->format('Y');
if ($year < 1900) {
$form->get('birth_date')->addError(new FormError('year must start with 19 or 20 e.g. 1980'));
}
} else {
$form->get('birth_date')->addError(new FormError('date format must be MM-DD-YYYY'));
}
}
if ($form->has('spouse') && $data->getMaritalStatus() === Profile::CLIENT_MARITAL_STATUS_MARRIED) {
/** @var ClientAdditionalContact $spouse */
$spouse = $form->get('spouse')->getData();
$phoneNum = str_replace(array(' ', '-', '(', ')'), '', $data->getPhoneNumber());
$spouseValidator = new ClientSpouseFormValidator($form->get('spouse'), $data->getUser()->getSpouse());
$spouseValidator->validate();
$spouse->setSpouseFirstName($data->getFirstName());
$spouse->setSpouseMiddleName($data->getMiddleName());
$spouse->setSpouseLastName($data->getLastName());
$spouse->setSpouseBirthDate($data->getBirthDate());
$spouse->setState($data->getState());
$spouse->setCity($data->getCity());
$spouse->setStreet($data->getStreet());
$spouse->setZip($data->getZip());
$spouse->setPhoneNumber($phoneNum);
$spouse->setType(ClientAdditionalContact::TYPE_SPOUSE);
$spouse->setMaritalStatus(Profile::CLIENT_MARITAL_STATUS_MARRIED);
}
}
public function getPaymentMethod()
{
return $this->profile->getPaymentMethod();
}
/**
* @param $sheet
* @param $ria
* @param $clients
* @param $year
* @param $quarter
* @return mixed
*/
protected function billTable($sheet, $ria, $clients, $year, $quarter)
{
$index = 9;
// Set table head background
$sheet->getStyle("A{$index}:K{$index}")->getFill()->applyFromArray(array('type' => \PHPExcel_Style_Fill::FILL_SOLID, 'startcolor' => array('rgb' => '8EB4E3')));
$totals = "";
$totalCell = "K{$index}";
foreach ($clients as $client) {
// Get client accounts
$clientAccounts = $this->summaryInformationManager->getAccountsInformationByClient($client, $year, $quarter);
foreach ($clientAccounts as $account) {
$index++;
$clientAccount = $this->em->getRepository('WealthbotClientBundle:ClientAccount')->find($account['id']);
$billItem = $this->em->getRepository('WealthbotClientBundle:BillItem')->getByAccountAndPeriod($clientAccount, $year, $quarter);
$sheet->setCellValue("A{$index}", $client->getLastName());
$sheet->setCellValue("B{$index}", $client->getFirstName());
$sheet->setCellValue("C{$index}", SystemAccount::getTypeName($account['type']));
$sheet->setCellValue("D{$index}", $account['number']);
$sheet->setCellValue("E{$index}", $client->getFeeShedule());
$sheet->setCellValue("F{$index}", Profile::getPaymentMethodName($client->getPaymentMethod()));
$sheet->setCellValue("G{$index}", $account['averageAccountValue']);
$sheet->setCellValue("H{$index}", $account['daysInPortfolio']);
$sheet->setCellValue("I{$index}", empty($billItem) ? 0 : $billItem->getAdminFee());
$sheet->setCellValue("J{$index}", empty($billItem) ? 0 : $billItem->getRiaFee());
$sheet->setCellValue("K{$index}", "=SUM(I{$index}:J{$index})");
// Set currency USD format
$sheet->getStyle("G{$index}")->applyFromArray(array('numberformat' => array('code' => \PHPExcel_Style_NumberFormat::FORMAT_CURRENCY_USD)));
$sheet->getStyle("I{$index}:K{$index}")->applyFromArray(array('numberformat' => array('code' => \PHPExcel_Style_NumberFormat::FORMAT_CURRENCY_USD)));
$font = $sheet->getStyle("A{$index}:K{$index}")->getFont();
$font->setName('Arial')->setSize(10);
// Save total cell
$totals .= "K{$index},";
// Set table body background
$sheet->getStyle("A{$index}:K{$index}")->getFill()->applyFromArray(array('type' => \PHPExcel_Style_Fill::FILL_SOLID, 'startcolor' => array('rgb' => 'DCE6F2')));
}
}
// Calculate total
$sheet->setCellValue($totalCell, "=SUM(" . substr($totals, 0, -1) . ")");
$sheet->getStyle($totalCell)->getFont()->setBold(true);
$sheet->getStyle($totalCell)->applyFromArray(array('numberformat' => array('code' => \PHPExcel_Style_NumberFormat::FORMAT_CURRENCY_USD)));
return $sheet;
}
protected function validateMaritalStatus(FormInterface $form)
{
if ($form->has('marital_status')) {
$maritalStatus = $form->get('marital_status')->getData();
if (!in_array($maritalStatus, Profile::getMaritalStatusChoices())) {
$form->get('marital_status')->addError(new FormError('Required.'));
}
if ($maritalStatus == Profile::CLIENT_MARITAL_STATUS_MARRIED) {
if ($form->has('spouse_first_name')) {
$firstName = $form->get('spouse_first_name')->getData();
if (is_null($firstName) || !is_string($firstName)) {
$form->get('spouse_first_name')->addError(new FormError('Enter first name.'));
}
}
if ($form->has('spouse_last_name')) {
$firstName = $form->get('spouse_last_name')->getData();
if (is_null($firstName) || !is_string($firstName)) {
$form->get('spouse_last_name')->addError(new FormError('Enter last name.'));
}
}
if ($form->has('spouse_last_name')) {
$minYears = 18;
$birthDate = $form->get('spouse_birth_date')->getData();
if (!$birthDate) {
$form->get('spouse_birth_date')->addError(new FormError('Enter spouse date of birth.'));
} else {
$nowDate = new \DateTime('now');
$interval = $nowDate->diff($birthDate);
if ((int) $interval->format('%y%') < $minYears) {
$form->get('spouse_birth_date')->addError(new FormError("Your spouse must be at least {$minYears} years old."));
}
}
}
}
}
}
/**
* Submit client suggested portfolio
*
* @param Profile $profile
*/
private function submit(Profile $profile)
{
$proposedPortfolio = $this->form->get('client')->get('portfolio')->getData();
$client = $profile->getUser();
$riaCompanyInfo = $client->getRiaCompanyInformation();
//$client->submitFinalPortfolio();
$this->clientPortfolioManager->approveProposedPortfolio($client, $proposedPortfolio);
$profile->setRegistrationStep(4);
// If client account managed is null set ria account managed for client
if (null === $profile->getClientAccountManaged() && $riaCompanyInfo) {
$profile->setClientAccountManaged($riaCompanyInfo->getAccountManaged());
}
$this->em->persist($client);
$this->em->flush();
$mailer = $this->getOption('mailer');
if ($mailer instanceof MailerInterface) {
$mailer->sendClientPortfolioIsSubmittedEmail($client);
}
}
