/** * @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; }
private function createClientAccounts(ObjectManager $manager, User $clientUser) { $lastAccount = null; foreach ($this->accounts as $index => $item) { /** @var AccountGroupType $groupType */ $groupType = $this->getReference('client-account-group-type-' . $item['group_key'] . '-' . $item['type_key']); $account = new ClientAccount(); $account->setGroupType($groupType); $account->setClient($clientUser); $account->setFinancialInstitution($item['financial_institution']); $account->setValue($item['value']); $account->setMonthlyContributions($item['monthly_contributions']); $account->setMonthlyDistributions($item['monthly_distributions']); $account->setSasCash($item['sas_cash']); $accountOwner = new ClientAccountOwner(); $accountOwner->setAccount($account); $accountOwner->setClient($clientUser); $accountOwner->setOwnerType(ClientAccountOwner::OWNER_TYPE_SELF); if (isset($item['consolidator_key']) && null !== $item['consolidator_key']) { /** @var ClientAccount $consolidator */ $consolidator = $this->getReference('user-client-account-' . $item['consolidator_key']); $account->setConsolidator($consolidator); } if (isset($item['funds']) && $item['group_key'] === AccountGroup::GROUP_EMPLOYER_RETIREMENT) { foreach ($item['funds'] as $fundItem) { // ToDo: CE-402: check that code is not needed more // $outsideFund = $manager->getRepository('WealthbotAdminBundle:Security')->findOneBySymbol($fundItem['symbol']); // if (!$outsideFund) { // /** @var SecurityType $securityType */ // $securityType = $this->getReference('security-type-' . $fundItem['type']); // // $outsideFund = new Security(); // $outsideFund->setName($fundItem['name']); // $outsideFund->setSymbol($fundItem['symbol']); // $outsideFund->setSecurityType($securityType); // $outsideFund->setExpenseRatio($fundItem['exp_ratio']); // } // $securityAssignment = new SecurityAssignment(); // $securityAssignment->setSecurity($outsideFund); // $securityAssignment->setRia($clientUser->getRia()); Deprecated // $securityAssignment->setIsPreferred(false); // $accountOutsideFund = new AccountOutsideFund(); // $accountOutsideFund->setAccount($account); // $accountOutsideFund->setSecurityAssignment($securityAssignment); // $accountOutsideFund->setIsPreferred(false); // $account->addAccountOutsideFund($accountOutsideFund); // // $manager->persist($accountOutsideFund); } } $manager->persist($account); $manager->persist($accountOwner); $this->addReference('user-client-account-' . ($index + 1), $account); if (!$account->isRetirementType()) { $lastAccount = $account; } } if ($lastAccount) { $systemAccount = new SystemAccount(); $systemAccount->setClient($clientUser); $systemAccount->setClientAccount($lastAccount); $systemAccount->setAccountNumber('916985328'); $systemAccount->setAccountDescription($lastAccount->getOwnersAsString() . ' ' . $lastAccount->getTypeName()); $systemAccount->setType($lastAccount->getSystemType()); $systemAccount->setSource(SystemAccount::SOURCE_SAMPLE); $clientUser->addSystemAccount($systemAccount); $this->addReference('system-account', $systemAccount); $manager->persist($systemAccount); } }
public function createAccountAction(Request $request) { if (!$request->isMethod("post") || !$request->isXmlHttpRequest()) { throw $this->createNotFoundException('Page not found.'); } $client = $this->getUser(); if (!$client || !$client->hasRole('ROLE_CLIENT')) { return $this->getJsonResponse(array('status' => 'error', 'message' => 'Client does not exist.')); } /** @var \Doctrine\ORM\EntityManager $em */ $em = $this->get('doctrine.orm.entity_manager'); $adm = $this->get('wealthbot_docusign.account_docusign.manager'); $group = $request->get('group'); $allowedGroups = AccountGroup::getGroupChoices(); if (!in_array($group, $allowedGroups)) { throw new HttpException(400, 'Invalid group type'); } $groupTypeId = null; $groupType = null; $clientAccount = new ClientAccount(); if ($group === AccountGroup::GROUP_DEPOSIT_MONEY || $group === AccountGroup::GROUP_FINANCIAL_INSTITUTION) { $groupType = $this->getAccountGroupType(); $clientAccount->setGroupType($groupType); } $form = $this->createForm(new TypedClientAccountFormType($em, $client, $groupType, $group), $clientAccount); $formHandler = new ClientAccountFormHandler($form, $request, $adm, $this->getAccountOwners(), $this->getIsConsolidateAccount()); $process = $formHandler->process(); if ($process) { $this->removeAccountGroup(); $this->removeAccountType(); $this->removeAccountGroupType(); $this->removeAccountOwners(); /** @var ClientAccount $clientAccount */ $clientAccount = $form->getData(); if ($group == 'employer_retirement') { $responseData = $this->processEmployerRetirementAccountForm($clientAccount); } else { $responseData = $this->processAccountForm(); $isType = $clientAccount->getGroupName() === AccountGroup::GROUP_DEPOSIT_MONEY; $systemAccounts = $em->getRepository('WealthbotClientBundle:SystemAccount')->findByClientIdAndType($client->getId(), $clientAccount->getSystemType()); $responseData['in_right_box'] = $isType || count($systemAccounts) < 1 ? false : true; $responseData['transfer_url'] = $this->generateUrl('rx_client_dashboard_select_system_account', array('account_id' => $clientAccount->getId())); } $this->removeIsConsolidateAccount(); $this->removeAccountStep(); return $this->getJsonResponse($responseData); } $message = $this->getTitleMessageForAccountForm($group, $groupType); return $this->getJsonResponse(array('status' => 'error', 'form' => $this->renderView('WealthbotClientBundle:Profile:_client_accounts_form.html.twig', array('form' => $form->createView(), 'group' => $group, 'hide_submit_button' => true, 'title_message' => $message)))); }