/**
* Add Client Income Process
*/
public function processAddClientIncomeAction()
{
if (!$this->_request->isXmlHttpRequest() || !$this->_request->isPost()) {
$this->_redirector->gotoRoute(array('controller' => 'index', 'module' => 'clients'), 'admin');
}
$return = array();
$clientIncomeGateway = new Clients_Model_ClientIncomeGateway();
$form = $clientIncomeGateway->getForm('CreateClientIncome');
$validForm = $form->isValid($this->_request->getParams());
// Check the form for validity
if (!$validForm) {
$return['formErrors'] = $form->getMessages();
} else {
$formData = $form->getValues();
//set correct date format for Income Start Date
$formData['client_income_startdate'] = $this->_dateFormatter->saveDateFormat($formData['client_income_startdate'], $formData['altStartDate']);
//set correct date format for Income End Date
$formData['client_income_enddate'] = $this->_dateFormatter->saveDateFormat($formData['client_income_enddate'], $formData['altEndDate']);
unset($formData['altStartDate']);
unset($formData['altEndDate']);
$clientIncome = $clientIncomeGateway->create($formData);
$clientIncomeId = $clientIncome->save();
$clientIncome = $clientIncomeGateway->fetchClientIncome($clientIncomeId);
if (is_object($clientIncome)) {
$clientIncome = $clientIncome->toArray();
}
$clientIncome['client_income_startdate'] = $this->_dateFormatter->viewDateFormat($clientIncome['client_income_startdate']);
$clientIncome['client_income_enddate'] = $this->_dateFormatter->viewDateFormat($clientIncome['client_income_enddate']);
$flashMessenger = $this->_helper->getHelper('FlashMessenger');
$flashMessenger->setNamespace('notifications')->addMessage('Client Income Added');
$return = array('append' => array('target' => '#clientIncome', 'content' => $this->view->partial('partials/_clientIncomeRow.phtml', 'clients', $clientIncome)), 'refresh' => true);
$return['callback'] = '$("#add-income-dialog").dialog("close");';
}
$this->_helper->json->sendJson($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;
}