/**
* @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;
}
/**
*
* @SecureParam(name="account", permissions="CHANGE_CONSOLIDATOR")
* @ParamConverter("account", class="WealthbotClientBundle:ClientAccount")
*
* @param ClientAccount $account
* @param Request $request
* @return \Symfony\Component\HttpFoundation\JsonResponse
*/
public function updateAccountsPaysForAction(ClientAccount $account, Request $request)
{
$number = $request->get('paysFor');
$em = $this->getDoctrine()->getManager();
if ($number == '') {
$account->setConsolidator(null);
} else {
$consolidateAccount = $em->getRepository('WealthbotClientBundle:ClientAccount')->getByAccountNumber($number);
$ria = $this->getUser();
if ($consolidateAccount->getClient()->getRia() !== $ria) {
throw new AccessDeniedException('Consolidate account do not belongs to Your RIA');
}
if ($consolidateAccount->getClient() !== $account->getClient()) {
throw new AccessDeniedException('Consolidate account do not belongs to client');
}
$account->setConsolidator($consolidateAccount);
}
$em->flush();
return new JsonResponse(array());
}
