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();
}
public function load(ObjectManager $manager)
{
foreach ($this->subclasses as $index => $item) {
$assetClass = $this->getReference('asset-class-' . $item['asset_class_index']);
$accountType = $this->getReference('subclass-account-type-' . $item['account_type_index']);
$subclass = new Subclass();
$subclass->setName($item['name']);
$subclass->setExpectedPerformance($item['expected_performance']);
$subclass->setAssetClass($assetClass);
$subclass->setAccountType($accountType);
$manager->persist($subclass);
$this->addReference('subclass-' . ($index + 1), $subclass);
}
$manager->flush();
}
private function createCategories(User $riaUser)
{
$categories = array();
foreach ($this->categories as $category) {
$asset = new AssetClass();
$asset->setName($category['name']);
$asset->setType($category['type']);
foreach ($category['subclasses'] as $item) {
$subclass = new Subclass();
$subclass->setOwner($riaUser);
$subclass->setAssetClass($asset);
$subclass->setName($item['name']);
$subclass->setExpectedPerformance($item['expected_performance']);
$subclass->setAccountType($this->getReference('subclass-account-type-' . $item['account_type_index']));
$subclass->setPriority($item['priority']);
$subclass->setToleranceBand($item['tolerance_band']);
$asset->addSubclasse($subclass);
}
$categories[] = $asset;
}
return $categories;
}
/**
* 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();
}
