/**
* @Deprecated
* Create new securityAssignment
*
* @param \Wealthbot\UserBundle\Entity\User $ria
* @param \Wealthbot\AdminBundle\Entity\Security $security
* @return SecurityAssignment
*/
protected function createSecurity(User $ria, Security $security)
{
$securityAssignment = new SecurityAssignment();
// $securityAssignment->setRia($ria); Deprecated
$securityAssignment->setSecurity($security);
$securityAssignment->setIsPreferred(false);
$this->em->persist($securityAssignment);
$this->em->flush();
return $securityAssignment;
}
/**
* Save Client Subclasses
* This method is needed for save a snapshot of RIA subclasses.
*
* @param User $client
* @param User $ria
* @throws EntityNotFoundException
*/
public function saveClientSubclasses(User $client, User $ria)
{
$em = $this->getEntityManager();
$selectedModel = $ria->getRiaCompanyInformation()->getPortfolioModel();
//$riaSubClasses = $this->findDefaultsByModelId($selectedModel);
$riaSubClasses = $this->findRiaSubclasses($ria->getId());
if (!$riaSubClasses) {
$riaSubClasses = $this->findDefaultsByModelId($selectedModel);
}
// When subclasses for RIA are defined in system ?
if (!$riaSubClasses) {
throw new EntityNotFoundException("Ria doesn't have subclasses, logic error please check!");
}
foreach ($riaSubClasses as $riaSubClass) {
$clientSubClass = new Subclass();
$clientSubClass->setAssetClass($riaSubClass->getAssetClass());
$clientSubClass->setAccountType($riaSubClass->getAccountType());
$clientSubClass->setOwner($client);
$clientSubClass->setSource($riaSubClass);
$clientSubClass->setName($riaSubClass->getName());
$clientSubClass->setExpectedPerformance($riaSubClass->getExpectedPerformance());
/** @var Subclass $riaSubClass */
foreach ($riaSubClass->getSecurityAssignments() as $securityAssignment) {
$newSecurityAssignment = new SecurityAssignment();
$newSecurityAssignment->setIsPreferred($securityAssignment->getIsPreferred());
$newSecurityAssignment->setModel($clientSubClass->getAssetClass()->getModel());
$newSecurityAssignment->setMuniSubstitution($securityAssignment->getMuniSubstitution());
//$newSecurityAssignment->setRia($ria); Deprecated
$newSecurityAssignment->setSecurity($securityAssignment->getSecurity());
$newSecurityAssignment->setSecurityTransaction($securityAssignment->getSecurityTransaction());
$newSecurityAssignment->setSubclass($clientSubClass);
$em->persist($newSecurityAssignment);
}
$em->persist($clientSubClass);
}
$em->flush();
}
/**
* Copy model with model entities, asset classes and subclasses
*
* @param CeModelInterface $model
* @param User $owner
* @param array $assetClasses
* @param array $subclasses
* @return CeModelInterface
*/
private function copyModelWithRelationsForOwner(CeModelInterface $model, User $owner, array &$assetClasses, array &$subclasses)
{
$clone = $model->getCopy();
$clone->setOwner($owner);
if ($owner->hasRole('ROLE_CLIENT')) {
$commissions = $this->objectManager->getRepository('WealthbotAdminBundle:SecurityAssignment')->findMinAndMaxTransactionFeeForModel($model->getParentId());
$commissions = array_filter($commissions);
$clone->setCommissionMin(isset($commissions['minimum']) ? $commissions['minimum'] : 0);
$clone->setCommissionMax(isset($commissions['maximum']) ? $commissions['maximum'] : 0);
}
/** @var $modelEntity CeModelEntityInterface */
foreach ($model->getModelEntities() as $modelEntity) {
/** @var $cloneModelEntity CeModelEntityInterface */
$cloneModelEntity = $modelEntity->getCopy();
$subclass = $modelEntity->getSubclass();
if (!isset($subclasses[$subclass->getId()])) {
$cloneSubclass = $subclass->getCopy();
$cloneSubclass->setOwner($owner);
$subclasses[$subclass->getId()] = $cloneSubclass;
$assetClass = $subclass->getAssetClass();
if (isset($assetClasses[$assetClass->getId()])) {
$cloneAssetClass = $assetClasses[$assetClass->getId()];
} else {
$cloneAssetClass = $assetClass->getCopy();
$assetClasses[$assetClass->getId()] = $cloneAssetClass;
}
$cloneAssetClass->addSubclasse($cloneSubclass);
$cloneSubclass->setAssetClass($cloneAssetClass);
} else {
$cloneSubclass = $subclasses[$subclass->getId()];
}
if ($securityAssignment = $modelEntity->getSecurityAssignment()) {
$found = null;
#Searching one SA that has needed subclass and security.
foreach ($this->clonedSecurityAssignments as $sa) {
if ($sa->getSubclass() == $cloneSubclass && $sa->getSecurity() == $securityAssignment->getSecurity()) {
$found = $sa;
break;
}
}
if (!$found) {
$found = $this->objectManager->getRepository('WealthbotAdminBundle:SecurityAssignment')->findOneBy(array('security' => $securityAssignment->getSecurity(), 'subclass' => $cloneSubclass));
}
if (!$found) {
$newSecurityAssignment = new SecurityAssignment();
//create SecurityAssignment
$newSecurityAssignment->setIsPreferred($securityAssignment->getIsPreferred());
$newSecurityAssignment->setModel($clone);
$newSecurityAssignment->setMuniSubstitution($securityAssignment->getMuniSubstitution());
$newSecurityAssignment->setSecurity($securityAssignment->getSecurity());
$newSecurityAssignment->setSecurityTransaction($securityAssignment->getSecurityTransaction());
$newSecurityAssignment->setSubclass($cloneSubclass);
$newSecurityAssignment->setModelId($clone->getId());
$newSecurityAssignment->setSecurityId($securityAssignment->getSecurity()->getId());
if ($cloneSubclass) {
$newSecurityAssignment->setSubclassId($cloneSubclass->getId());
}
if ($cloneSubclass) {
$cloneSubclass->addSecurityAssignment($newSecurityAssignment);
}
$this->clonedSecurityAssignments[] = $newSecurityAssignment;
$found = $newSecurityAssignment;
}
if ($found) {
$cloneModelEntity->setSecurityAssignment($found);
}
}
$cloneModelEntity->setModel($clone);
$cloneModelEntity->setSubclass($subclasses[$subclass->getId()]);
$clone->addModelEntity($cloneModelEntity);
}
return $clone;
}
