/**
* * Returns suggested portfolio
*
* @return null|\Wealthbot\AdminBundle\Entity\CeModel
*/
public function getSuggestedPortfolio()
{
$modelManager = new CeModelManager($this->em, '\\Wealthbot\\AdminBundle\\Entity\\CeModel');
$ria = $this->riskTolerance->getRia();
$parentModel = $ria->getRiaCompanyInformation()->getPortfolioModel();
return $this->riskTolerance->getSuggestedPortfolio($modelManager->getChildModels($parentModel));
}
public function testDeleteModel()
{
$models = $this->manager->getChildModelsByParentId(31);
$model = $models[0];
$this->manager->deleteModel($model);
$updatedModels = $this->manager->getChildModelsByParentId(31);
$this->assertCount(0, $updatedModels);
}
protected function success()
{
$modelManager = new CeModelManager($this->em, '\\Wealthbot\\AdminBundle\\Entity\\CeModel');
/** @var CeModel $parentModel */
$parentModel = $this->form->getData();
$parentModel->setIsAssumptionLocked(true);
$this->em->persist($parentModel);
/** @var CeModel $model */
foreach ($modelManager->getChildModels($parentModel) as $model) {
if ($model->getIsAssumptionLocked() || $model->getIsDeleted()) {
continue;
}
$model->setAssumption($parentModel->getAssumption());
$this->em->persist($model);
}
$this->em->flush();
}
private function createModel(ObjectManager $manager, User $riaUser)
{
$categories = $this->createCategories($riaUser);
$modelManager = new CeModelManager($manager, '\\Wealthbot\\AdminBundle\\Entity\\CeModel');
$model = $modelManager->createCustomModel($riaUser);
$model->setCommissionMin($this->strategy['commission_min']);
$model->setCommissionMax($this->strategy['commission_max']);
$model->setForecast($this->strategy['forecast_min']);
$model->setGenerousMarketReturn($this->strategy['generous_market_return']);
$model->setLowMarketReturn($this->strategy['low_market_return']);
$model->setIsAssumptionLocked($this->strategy['is_assumption_locked']);
$securityAssignments = array();
$isExistSecurityAssignment = function ($arr, $securityIndex) {
return isset($arr[$securityIndex]);
};
foreach ($this->strategy['models'] as $modelItem) {
$child = $modelManager->createChild($model);
$child->setName($modelItem['name']);
$child->setRiskRating($modelItem['risk_rating']);
$child->setIsAssumptionLocked($modelItem['is_assumption_locked']);
$model->addChildren($child);
foreach ($modelItem['entities'] as $entityItem) {
/** @var AssetClass $assetClass */
$assetClass = $categories[$entityItem['asset_class_index']];
$assetClass->setModel($model);
$subclass = $assetClass->getSubclasses()->get($entityItem['subclass_index']);
/** @var Security $security */
$security = $this->getReference('security-' . $entityItem['security']);
if ($isExistSecurityAssignment($securityAssignments, $entityItem['security'])) {
$securityAssignment = $securityAssignments[$entityItem['security']];
} else {
$securityAssignment = new SecurityAssignment();
$securityAssignment->setSecurity($security);
$securityAssignment->setSubclass($subclass);
$securityAssignment->setModel($model);
$securityAssignments[$entityItem['security']] = $securityAssignment;
$this->addReference('model-security-assignment-asset-index-' . $entityItem['asset_class_index'] . '-subclass-index-' . $entityItem['subclass_index'] . '-security-' . $entityItem['security'], $securityAssignment);
}
$entity = new CeModelEntity();
$entity->setModel($child);
$entity->setAssetClass($assetClass);
$entity->setSubclass($subclass);
$entity->setSecurityAssignment($securityAssignment);
$entity->setPercent($entityItem['percent']);
if ($entityItem['muni_substitution_security']) {
/** @var Security $muniSubstitutionSecurity */
$muniSubstitutionSecurity = $this->getReference('security-' . $entityItem['muni_substitution_security']);
if ($isExistSecurityAssignment($securityAssignments, $entityItem['muni_substitution_security'])) {
/** @var securityAssignment $muniSubstitutionAssignment */
$muniSubstitutionAssignment = $securityAssignments[$entityItem['muni_substitution_security']];
$muniSubstitutionAssignment->setMuniSubstitution(true);
} else {
$muniSubstitutionAssignment = new SecurityAssignment();
$muniSubstitutionAssignment->setSecurity($muniSubstitutionSecurity);
$muniSubstitutionAssignment->setSubclass($subclass);
$muniSubstitutionAssignment->setModel($model);
$securityAssignments[$entityItem['muni_substitution_security']] = $muniSubstitutionAssignment;
}
$entity->setMuniSubstitution($muniSubstitutionAssignment);
}
if ($entityItem['tax_loss_harvesting_security']) {
/** @var Security $taxLossHarvestingSecurity */
$taxLossHarvestingSecurity = $this->getReference('security-' . $entityItem['tax_loss_harvesting_security']);
if ($isExistSecurityAssignment($securityAssignments, $entityItem['tax_loss_harvesting_security'])) {
/** @var securityAssignment $taxLossHarvestingAssignment */
$taxLossHarvestingAssignment = $securityAssignments[$entityItem['tax_loss_harvesting_security']];
$taxLossHarvestingAssignment->setMuniSubstitution(true);
} else {
$taxLossHarvestingAssignment = new SecurityAssignment();
$taxLossHarvestingAssignment->setSecurity($taxLossHarvestingSecurity);
$taxLossHarvestingAssignment->setSubclass($subclass);
$taxLossHarvestingAssignment->setModel($model);
$securityAssignments[$entityItem['tax_loss_harvesting_security']] = $taxLossHarvestingAssignment;
}
$entity->setTaxLossHarvesting($taxLossHarvestingAssignment);
}
$child->addModelEntity($entity);
}
$this->addReference('cec-ria-model-' . $modelItem['index'], $child);
}
return $model;
}
private function createRiaPortfolioModel(ObjectManager $manager, User $riaUser)
{
/** @var CeModel $strategy */
$strategy = $this->getReference('strategy-1');
$modelManager = new CeModelManager($manager, '\\Wealthbot\\AdminBundle\\Entity\\CeModel');
$riaModel = $modelManager->copyForOwner($strategy, $riaUser);
$manager->persist($riaModel);
return $riaModel;
}
