/**
* Get All History for Ria Clients Query
*
* @param User $ria
* @return \Doctrine\ORM\QueryBuilder
*/
public function findHistoryForRiaClientsQuery(User $ria, $filters = array())
{
$qb = $this->createQueryBuilder('cpv')->leftJoin('cpv.clientPortfolio', 'cp')->leftJoin('cp.client', 'c')->leftJoin('c.profile', 'p')->leftJoin('c.groups', 'cg')->leftJoin('cp.portfolio', 'po')->leftJoin('p.ria', 'r')->leftJoin('r.riaCompanyInformation', 'rci')->where('p.ria_user_id = :riaId')->setParameter('riaId', $ria->getId());
if (!empty($filters)) {
if (isset($filters['client_id']) && $filters['client_id']) {
$qb->andWhere('c.id = :clientId')->setParameter('clientId', $filters['client_id']);
} elseif (isset($filters['client']) && $filters['client']) {
$name = explode(',', $filters['client']);
$lname = trim($name[0]);
$fname = isset($name[1]) && $name[1] ? trim($name[1]) : null;
if ($fname) {
$qb->andWhere('p.last_name = :lname AND p.first_name LIKE :fname')->setParameter('lname', $lname)->setParameter('fname', '%' . $fname . '%');
} else {
$qb->andWhere('p.last_name LIKE :searchStr OR p.first_name LIKE :searchStr')->setParameter('searchStr', '%' . $lname . '%');
}
}
if (isset($filters['date_from']) && $filters['date_from']) {
$date = \DateTime::createFromFormat('m-d-Y', $filters['date_from']);
$qb->andWhere('cpv.date >= :dateFrom')->setParameter('dateFrom', $date->format('Y-m-d'));
}
if (isset($filters['date_to']) && $filters['date_to']) {
$date = \DateTime::createFromFormat('m-d-Y', $filters['date_to']);
$qb->andWhere('cpv.date <= :dateTo')->setParameter('dateTo', $date->format('Y-m-d'));
}
if (isset($filters['set_id']) && $filters['set_id']) {
$qb->andWhere('cg.id = :group')->setParameter('group', $filters['set_id']);
}
}
return $qb;
}
public function hasDeleteAccess(User $user, ClientActivitySummary $activitySummary)
{
if ($user->hasRole('ROLE_RIA') && $activitySummary->getClient()->getRia()->getId() == $user->getId()) {
return true;
}
return false;
}
protected function success(User $user, User $questionsOwner)
{
$em = $this->em;
$questions = $em->getRepository('WealthbotRiaBundle:RiskQuestion')->getOrderedQuestionsByOwnerId($questionsOwner->getId());
$withdrawAge = 0;
$answers = array();
foreach ($questions as $question) {
$key = 'answer_' . $question->getId();
$data = $this->form->get($key)->getData();
$answer = array('question' => $question);
if ($question->getIsWithdrawAgeInput()) {
$withdrawAge = (int) $answer;
$age = $this->getClientAge($user);
$ageDiff = $withdrawAge - (int) $age;
$answer['data'] = $ageDiff;
} else {
$answer['data'] = $data;
}
$answers[] = $answer;
}
$riskToleranceManager = new RiskToleranceManager($user, $this->em, $answers);
$riskToleranceManager->saveUserAnswers();
if (!$this->request->isXmlHttpRequest()) {
$suggestedModel = $riskToleranceManager->getSuggestedPortfolio();
$this->processSuggestedPortfolio($user, $suggestedModel, $withdrawAge);
}
}
public function buildForm(FormBuilderInterface $builder, array $options)
{
foreach ($this->questions as $question) {
if ($question->getIsWithdrawAgeInput()) {
$builder->add('client_birth_date', 'date', array('widget' => 'text', 'pattern' => '{{ month }}-{{ day }}-{{ year }}', 'required' => true))->add('answer_' . $question->getId(), 'text', array('label' => $question->getTitle(), 'property_path' => false, 'required' => true, 'data' => $this->user->getProfile()->getWithdrawAge()));
} else {
$userAnswer = $this->em->getRepository('WealthbotClientBundle:ClientQuestionnaireAnswer')->createQueryBuilder('ua')->where('ua.client_id = :client_id AND ua.question_id = :question_id')->setParameters(array('client_id' => $this->user->getId(), 'question_id' => $question->getId()))->setMaxResults(1)->getQuery()->getOneOrNullResult();
$userAnswer = $userAnswer ? $userAnswer->getAnswer() : $userAnswer;
$builder->add('answer_' . $question->getId(), 'entity', array('class' => 'WealthbotRiaBundle:RiskAnswer', 'query_builder' => function (EntityRepository $er) use($question) {
return $er->createQueryBuilder('a')->where('a.risk_question_id = :question_id')->setParameter('question_id', $question->getId());
}, 'empty_value' => $userAnswer ? false : 'Choose an Option', 'property' => 'title', 'property_path' => false, 'required' => true, 'label' => $question->getTitle(), 'preferred_choices' => $userAnswer ? array($userAnswer) : array()));
}
}
if (!$this->isPreSave) {
$this->addOnBindValidator($builder);
}
}
/**
* @param User $client
* @param bool $isClientView
* @return array
*/
public function getAccountsForClient(User $client, $isClientView = false)
{
if ($isClientView) {
$accounts = $this->em->getRepository('WealthbotClientBundle:SystemAccount')->findByClientIdAndNotStatus($client->getId(), SystemAccount::STATUS_CLOSED);
} else {
$accounts = $client->getSystemAccounts()->toArray();
}
return $accounts;
}
protected function getExistsRatings($exclude)
{
$query = $this->em->getRepository('WealthbotAdminBundle:ModelRiskRating')->createQueryBuilder('mrr')->leftJoin('mrr.model', 'pm')->leftJoin('pm.parent', 'p')->where('mrr.owner_id = :owner_id')->andWhere('p.id = :parent_id')->setParameter('owner_id', $this->user->getId())->setParameter('parent_id', $this->thirdParty->getId())->getQuery();
$riaRiskRatings = $query->getResult();
$existsRatings = array();
foreach ($riaRiskRatings as $object) {
if ($object->getRating() != $exclude) {
$existsRatings[] = $object->getRating();
}
}
return $existsRatings;
}
protected function sendEmailMessages(User $owner, $documentType, MailerInterface $mailer)
{
$userRepo = $this->em->getRepository('WealthbotUserBundle:User');
$clients = array();
if ($owner->hasRole('ROLE_RIA')) {
$clients = $userRepo->findClientsByRiaId($owner->getId());
}
foreach ($clients as $client) {
foreach ($client->getSlaveClients() as $slaveClient) {
$mailer->sendClientUpdatedDocumentsEmail($slaveClient, $documentType);
}
$mailer->sendClientUpdatedDocumentsEmail($client, $documentType);
}
}
/**
* Submit form process
*
* @param User $client
* @return bool
* @throws NotValidException
*/
public function process(User $client)
{
if ($this->request->isMethod('post')) {
$this->form->bind($this->request);
$accountsIds = $this->form->get('accounts_ids')->getData();
if (!is_array($accountsIds) || empty($accountsIds)) {
throw new NotValidException('Select accounts which you want to close.');
} elseif (!$this->repo->isClientAccounts($client->getId(), $accountsIds)) {
throw new NotValidException('You can not close this accounts.');
}
if ($this->form->isValid()) {
$this->onSuccess($client);
return true;
}
}
return false;
}
private function onSuccess(User $user, User $questionsOwner)
{
$questions = $this->em->getRepository('WealthbotRiaBundle:RiskQuestion')->getOrderedQuestionsByOwnerId($questionsOwner->getId());
$answers = array();
foreach ($questions as $question) {
$key = 'answer_' . $question->getId();
$data = $this->form->get($key)->getData();
$answer = array('question' => $question);
if ($question->getIsWithdrawAgeInput()) {
$withdrawAge = (int) $answer;
$age = $this->getClientAge($user);
$ageDiff = $withdrawAge - (int) $age;
$answer['data'] = $ageDiff;
} else {
$answer['data'] = $data;
}
$answers[] = $answer;
$this->saveTempQuestionnaireItem($user->getId(), $question->getId(), $data->getId());
}
$riskToleranceManager = new RiskToleranceManager($user, $this->em, $answers);
$suggestedPortfolio = $riskToleranceManager->getSuggestedPortfolio();
$this->saveTempPortfolio($user->getId(), $suggestedPortfolio->getId());
$this->dm->flush();
}
public function findClientsByRia(User $ria)
{
$qb = $this->createQueryBuilder('c')->leftJoin('c.profile', 'p')->leftJoin('c.groups', 'ug')->where('p.ria_user_id = :ria_id')->andWhere('c.roles LIKE :role')->andWhere('p.client_status = :client_status')->groupBy('c.id')->setParameter('role', '%ROLE_CLIENT%')->setParameter('client_status', Profile::CLIENT_STATUS_CLIENT);
if (($ria->hasRole('ROLE_RIA_ADMIN') || $ria->hasRole('RIA_USER')) && !$ria->hasGroup('All')) {
$groupIds = array();
foreach ($ria->getGroups() as $group) {
$groupIds[] = $group->getId();
}
$qb->andWhere($qb->expr()->in('ug.id', $groupIds))->setParameter('ria_id', $ria->getRia()->getId());
} else {
$qb->setParameter('ria_id', $ria->getId());
}
return $qb->getQuery()->getResult();
}
private function createActivity(User $client, $message, $amount)
{
$activity = new Activity();
$activity->setClientUserId($client->getId());
$activity->setClientStatus($client->getProfile()->getClientStatus());
$activity->setFirstName($client->getFirstName());
$activity->setLastName($client->getLastName());
$activity->setRiaUserId($client->getRia()->getId());
$activity->setAmount($amount);
$activity->setMessage($message);
$activity->setCreatedAt(new \DateTime());
return $activity;
}
public function prepareClientPortfolioValuesInformation(User $client)
{
$clientPortfolioValuesCollection = $this->repo->findOrderedByDateForClient($client->getId());
$clientPortfolioValuesInformation = new ClientPortfolioValuesInformation($clientPortfolioValuesCollection);
return $clientPortfolioValuesInformation;
}
protected function validateClientAssetClasses(EntityManager $em, User $client)
{
$ria = $client->getProfile()->getRia();
$q = "\n SELECT aof.account_id, aof.is_preferred, s.*\n FROM client_accounts ca\n LEFT JOIN account_outside_funds aof ON (ca.id = aof.account_id)\n LEFT JOIN outside_funds fund ON (fund.id = aof.outside_fund_id)\n LEFT JOIN outside_fund_associations ofa ON (ofa.outside_fund_id = fund.id)\n LEFT JOIN ria_subclasses rs ON (rs.id = ofa.ria_subclass_id)\n LEFT JOIN subclasses s ON (rs.subclass_id = s.id)\n WHERE ca.client_id = :client_id AND ofa.ria_user_id = :ria_id AND aof.is_preferred = :is_preferred\n GROUP BY s.asset_class_id\n ";
$stmt = $em->getConnection()->prepare($q);
$stmt->bindValue('ria_id', $ria->getId());
$stmt->bindValue('client_id', $client->getId());
$stmt->bindValue('is_preferred', 0);
$stmt->execute();
$results = $stmt->fetchAll();
$unPreferred = array();
foreach ($results as $result) {
$unPreferred[$result['account_id']][] = $result['asset_class_id'];
}
$stmt = $em->getConnection()->prepare($q);
$stmt->bindValue('ria_id', $ria->getId());
$stmt->bindValue('client_id', $client->getId());
$stmt->bindValue('is_preferred', 1);
$stmt->execute();
$results = $stmt->fetchAll();
$preferred = array();
foreach ($results as $result) {
$preferred[$result['account_id']][] = $result['asset_class_id'];
}
$badAsset = array();
//echo "<pre>";
foreach ($unPreferred as $account => $assetClasses) {
//var_dump($account, $assetClasses);
if (isset($preferred[$account])) {
//var_dump($assetClasses, $preferred[$account]);
//echo "----";
// Search asset classes that's doesn't have preferred subclass
$diff = array_diff($assetClasses, $preferred[$account]);
// If exists than add to array with not valid asset classes
if ($diff) {
$badAsset[$account] = $diff;
}
//var_dump($badAsset);
//echo "<br/>";
} else {
// All asset classes doesn't have preferred subclass
$badAsset[$account] = $assetClasses;
}
//var_dump($badAsset);
//echo "<br/>------------------------------------------------------------<br/>";
}
$data['error'] = false;
if (count($badAsset) > 0) {
$data['error'] = true;
$data['bad_asset_classes'] = $badAsset;
}
//die;
return $data;
}
public function findHistoryForRiaClientsQuery(User $ria, $filters = array())
{
$qb = $this->createQueryBuilder('cav')->leftJoin('cav.clientPortfolio', 'cp')->leftJoin('cp.client', 'c')->leftJoin('c.profile', 'p')->leftJoin('c.groups', 'cg')->leftJoin('cp.portfolio', 'po')->leftJoin('p.ria', 'r')->leftJoin('r.riaCompanyInformation', 'rci')->leftJoin('cav.systemClientAccount', 'sca')->leftJoin('sca.clientAccount', 'ca')->leftJoin('ca.groupType', 'gt')->leftJoin('gt.type', 't')->where('p.ria_user_id = :riaId')->setParameter('riaId', $ria->getId());
$this->addHistoryFilterQueryPart($qb, $filters);
return $qb;
}
public function findByRiaQuery(User $ria, $limit = null)
{
$qb = $this->repository->createQueryBuilder()->field('riaUserId')->equals($ria->getId())->field('isShowRia')->equals(true)->limit($limit)->sort('createdAt', 'desc');
return $qb->getQuery();
}
public function hasRetirementAccount(User $client)
{
$retirementAccounts = $this->getRetirementAccountsByClientId($client->getId());
return count($retirementAccounts) ? true : false;
}
public function getClientInformation(User $client, $year, $quarter)
{
$period = $this->periodManager->getPeriod($year, $quarter);
$data = array('id' => $client->getId(), 'createdAt' => $client->getCreated(), 'cash' => $this->cashManager->getCashOnDate($client, $period['endDate']), 'clientStatus' => $this->getClientStatus($client), 'billCreatedAt' => $this->getClientBillDate($client, $year, $quarter), 'billingSpecName' => $client->getFeeShedule(), 'name' => $client->getName(), 'paymentMethod' => $client->getPaymentMethod(), 'portfolioValue' => $this->getPortfolioValue($client, $period['endDate']), 'status' => $this->getClientBillStatusText($client, $year, $quarter), 'statusNumber' => $this->getClientBillStatus($client, $year, $quarter));
return $data;
}
public function getAvailableSubclassesQuery($assetClassId, User $owner)
{
$qb = $this->createQueryBuilder('s')->where('s.asset_class_id = :assetClassId')->andWhere("s.name NOT IN ('Intermediate Muni', 'Short Muni')")->setParameters(array('assetClassId' => $assetClassId))->orderBy('s.id', 'ASC');
if ($owner->hasRole('ROLE_RIA') || $owner->hasRole('ROLE_CLIENT')) {
$qb->leftJoin('s.securityAssignments', 'sec')->andWhere('sec.model_id IS NOT NULL')->andWhere('s.owner_id = :owner_id')->setParameter('owner_id', $owner->getId());
} else {
$qb->andWhere('s.owner_id IS NULL AND s.source_id IS NULL');
}
return $qb;
}
/**
* Get recipient client user id
*
* @return int
*/
public function getClientUserId()
{
return 'primary_' . $this->user->getId();
}
public function sendCustodianWorkflowDocuments(User $ria, Workflow $workflow)
{
$documents = array();
if ($workflow->canHaveDocuments()) {
/** @var DocumentSignature $signature */
foreach ($workflow->getDocumentSignatures() as $signature) {
$document = $signature->getDocument();
$documents[$document->getOriginalName()] = $this->router->generate('rx_download_document', array('filename' => $document->getFilename(), 'originalName' => $document->getOriginalName()), true);
}
}
if (count($documents)) {
$template = $this->parameters['template']['docusign_custodian_workflow_documents'];
$fromEmail = $this->parameters['from_email']['docusign_custodian_workflow_documents'];
$custodian = $ria->getCustodian();
$context = array('custodian' => $custodian, 'ria' => $ria, 'logo' => $this->getRiaLogo($ria->getId()));
return $this->sendMessage($template, $fromEmail, $custodian->getEmail(), $context, $documents);
}
return 0;
}
