public function indexAction()
{
//$role = Zend_Auth::getInstance()->getIdentity()->role;
$identity = Zend_Auth::getInstance()->getIdentity()->toArray();
$clientGateway = new Clients_Model_ClientGateway();
if ($identity['role'] === 'Root') {
$this->view->pendingList = Zend_Paginator::factory($clientGateway->fetchAllPendingClients());
$this->view->activeList = Zend_Paginator::factory($clientGateway->fetchAllActiveClients());
} else {
$this->view->pendingList = Zend_Paginator::factory($clientGateway->fetchPendingClientsByAgentId($identity['agent_id']));
$this->view->activeList = Zend_Paginator::factory($clientGateway->fetchActiveClientsByAgentId($identity['agent_id']));
}
$request = Zend_Controller_Front::getInstance()->getRequest();
$this->view->module = $request->getModuleName();
$this->view->controller = $request->getControllerName();
$this->view->pendingList->setCurrentPageNumber($this->_getParam('page'));
$this->view->activeList->setCurrentPageNumber($this->_getParam('page'));
}
/**
* Add Client Spouse Action
*/
public function processAddClientSpouseAction()
{
if (!$this->_request->isXmlHttpRequest() || !$this->_request->isPost()) {
$this->_redirect('/admin/clients/');
}
$return = array();
$clientGateway = new Clients_Model_ClientGateway();
$form = $clientGateway->getForm('CreateClientSpouse');
$validForm = $form->isValid($this->_request->getParams());
// Check the form for validity
if (!$validForm) {
$return['formErrors'] = $form->getMessages();
$return['formResult'] = FALSE;
} else {
//Since we are working with spouse data the spouse id
//actually refers to our client
$clientId = $this->_request->getParam('spouse_id');
$formData = $form->getValues();
$formData['client_dob'] = $this->_dateFormatter->saveDateFormat($formData['client_dob'], $formData['altDOB']);
unset($formData['altDOB']);
$client = $clientGateway->create($formData);
$client->save();
$flashMessenger = $this->_helper->getHelper('FlashMessenger');
$flashMessenger->setNamespace('notifications')->addMessage('Client Spouse Added');
if ($this->_request->getParam('close') == 1) {
$return['redirect']['location'] = '/admin/clients/';
} else {
$return['redirect']['location'] = '/admin/clients/modify/spouse/' . $clientId;
}
}
$this->_helper->json->sendJson($return);
}
/**
* Overview Index Action
*/
public function indexAction()
{
$financials = array();
if ($this->_request->getParam('id', null) === null) {
$this->_redirect('/admin/clients/');
}
$this->view->clientId = array('client_id' => $this->_request->id);
//Fetch Client & Spouse Details
$clientGateway = new Clients_Model_ClientGateway();
$clientContact = $clientGateway->fetchClient($this->_request->id);
if (is_object($clientContact)) {
$clientContact = $clientContact->toArray();
}
$clientContact['client_dob'] = $this->_dateFormatter->viewDateFormat($clientContact['client_dob']);
$clientSpouse = $clientGateway->fetchClientSpouse($this->_request->id);
if (is_object($clientSpouse)) {
$clientSpouse = $clientSpouse->toArray();
}
if ($clientSpouse) {
$clientSpouse['client_dob'] = $this->_dateFormatter->viewDateFormat($clientSpouse['client_dob']);
}
//Calculate Asset Totals
$clientAssetGateway = new Clients_Model_ClientAssetGateway();
$financials['assetsTotalEquity'] = $clientAssetGateway->calculateAssetsTotalEquity($this->_request->id);
$financials['assetsTotalEquity'] = number_format($financials['assetsTotalEquity'], 2);
//Calculate Investment Totals - Investments and Retirement Plans
$clientInvestmentGateway = new Clients_Model_ClientInvestmentGateway();
$financials['investmentsTotal'] = $clientInvestmentGateway->calculateInvestmentsTotal($this->_request->id);
$clientEmploymentGateway = new Clients_Model_ClientEmploymentGateway();
$financials['investmentsTotal'] += $clientEmploymentGateway->calculateRetirementPlanTotals($this->_request->id);
$financials['investmentsTotal'] = number_format($financials['investmentsTotal'], 2);
//Calculate Incomes Total
$clientIncomeGateway = new Clients_Model_ClientIncomeGateway();
$incomeTotal = $clientIncomeGateway->calculateIncomeTotals($this->_request->id);
$empIncomeTotal = $clientEmploymentGateway->calculateEmploymentIncomeTotal($this->_request->id);
$financials['incomeTotal'] = $incomeTotal + $empIncomeTotal;
$financials['incomeTotal'] = number_format($financials['incomeTotal'], 2);
//Calculate Total Monthly Expenses
$financials['mthlyExpenses'] = $clientEmploymentGateway->calculateRetirementMonthlyExpense($this->_request->id);
$clientInsuranceGateway = new Clients_Model_ClientInsuranceGateway();
$financials['mthlyExpenses'] += $clientInsuranceGateway->calculateMonthlyInsuranceExpense($this->_request->id);
$financials['mthlyExpenses'] += $clientAssetGateway->calculateAssetsTotalMonthlyExpense($this->_request->id);
$financials['mthlyExpenses'] += $clientInvestmentGateway->calculateInvestmentsMonthlyExpense($this->_request->id);
$clientExpenseGateway = new Clients_Model_ClientExpenseGateway();
$financials['mthlyExpenses'] += $clientExpenseGateway->calculateTotalMonthlyExpenses($this->_request->id);
$financials['mthlyExpenses'] = number_format($financials['mthlyExpenses'], 2);
//Calculate Total Accumulated Debt
$financials['debtTotal'] = $clientExpenseGateway->calculateTotalAccumulatedExpenses($this->_request->id);
$financials['debtTotal'] += $clientAssetGateway->calculateAssetsTotalDebt($this->_request->id);
$financials['debtTotal'] = number_format($financials['debtTotal'], 2);
//Calculate Emergency Funds
$financials['emergencyFunds'] = $clientAssetGateway->calculateAssetEmergencyFunds($this->_request->id);
$financials['emergencyFunds'] = $clientInvestmentGateway->calculateInvestmentEmergencyFunds($this->_request->id);
$financials['emergencyFunds'] = number_format($financials['emergencyFunds'], 2);
$request = Zend_Controller_Front::getInstance()->getRequest();
$this->view->module = $request->getModuleName();
$this->view->controller = $request->getControllerName();
$this->view->clientContact = $clientContact;
$this->view->clientSpouse = $clientSpouse;
$this->view->financials = $financials;
}
/**
* Get Employment Data for Client/Spouse
* @param Client $id
*/
public function getEmploymentData($id)
{
$employment = array();
$employment['client'] = array();
$employment['spouse'] = array();
//Check to see if this client has a spouse
$clientGateway = new Clients_Model_ClientGateway();
// retrieve spouse details
$spouseId = $clientGateway->fetchClientSpouseId($id);
$clientEmploymentGateway = new Clients_Model_ClientEmploymentGateway();
//Spouse confirmed
if ($spouseId) {
// retrieve spouse details
$clientEmployment = $clientEmploymentGateway->fetchClientAndSpouseEmployment($id);
if (count($clientEmployment) == '2') {
if ($clientEmployment['0']['client_id'] == $id) {
$employment['client'] = $clientEmployment['0'];
$employment['spouse'] = $clientEmployment['1'];
} else {
$employment['client'] = $clientEmployment['1'];
$employment['spouse'] = $clientEmployment['0'];
}
} elseif (count($clientEmployment) == '1') {
if ($clientEmployment['0']['client_id'] == $id) {
$employment['client'] = $clientEmployment['0'];
} else {
$employment['spouse'] = $clientEmployment['0'];
}
}
} else {
$clientEmployment = $clientEmploymentGateway->fetchClientEmployment($id);
if (is_object($clientEmployment)) {
$employment['client'] = $clientEmployment->toArray();
} else {
$employment['client'] = $clientEmployment;
}
}
return $employment;
}
/**
* Get the Clients Date of Birth then calculate
* the clients age based on todays date
* @param client $id
*/
public function getClientAge($id)
{
$this->checkAcl('read');
//Get Current Date
$currentDate = new DateTime();
//Get Client Retirement year from Employment data
$clientGateway = new Clients_Model_ClientGateway();
$clientDob = $clientGateway->fetchClientDOB($id);
if ($clientDob) {
$dobDate = new DateTime($clientDob['client_dob']);
} else {
return null;
}
$clientAge = $dobDate->diff($currentDate);
return $clientAge->y;
}