public function sendCloseAccountsMessage(User $client, $systemAccounts, array $closeMessages)
{
$template = $this->parameters['template']['close_accounts'];
$context = array('client' => $client, 'accounts' => $systemAccounts, 'close_messages' => $closeMessages);
$ria = $client->getProfile()->getRia();
$this->sendMessage($template, $context, $this->parameters['from_email']['close_accounts'], $ria->getEmail());
}
public function __construct(User $client, EntityManager $em, $validateAdditionalFields = true)
{
$this->client = $client;
$this->em = $em;
$this->validateAdditionalFields = $validateAdditionalFields;
$riaCompanyInformation = $client->getProfile()->getRia()->getRiaCompanyInformation();
$this->isAllowRetirementPlan = $riaCompanyInformation->getIsAllowRetirementPlan();
}
public function __construct(User $client, $group = AccountGroup::GROUP_EMPLOYER_RETIREMENT, $validateAdditionalFields = true)
{
$this->client = $client;
$this->group = $group;
$this->isAllowRetirementPlan = $client->getProfile()->getRia()->getRiaCompanyInformation()->getIsAllowRetirementPlan();
$this->validateAdditionalFields = $validateAdditionalFields;
$this->contributionTypes = array('contributions' => 'Contributions', 'distributions' => 'Distributions', 'neither' => 'Neither');
}
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);
}
}
public function sendAdvCopyEmailMessage(User $client)
{
$ria = $client->getProfile()->getRia();
$companyInformation = $ria->getRiaCompanyInformation();
$template = $this->parameters['template']['adv_copy'];
$context = array('client' => $client->getUsername(), 'company' => $companyInformation->getName());
$extension = pathinfo($companyInformation->getAdvCopy(), PATHINFO_EXTENSION);
$attachments = array('ADV Copy.' . $extension => $companyInformation->getWebAdvCopy());
$this->sendMessage($template, $context, $this->parameters['from_email']['adv_copy'], $client->getEmail(), $attachments);
}
/**
* Get route for client user
*
* @param User $user
* @return string
*/
protected function getRouteForClient(User $user)
{
$redirectUrl = $this->getSessionRedirectUrl();
if ($redirectUrl) {
$this->removeSessionRedirectUrl();
return $redirectUrl;
}
if (is_object($user->getProfile())) {
$registrationStep = $user->getProfile()->getRegistrationStep();
switch ($registrationStep) {
case 0:
return $this->generateUrl('rx_client_profile_step_one');
break;
case 1:
return $this->generateUrl('rx_client_profile_step_two');
break;
case 2:
return $this->generateUrl('rx_client_profile_step_three');
break;
case 3:
return $this->generateUrl('rx_client_portfolio');
break;
case 4:
return $this->generateUrl('rx_client_portfolio');
break;
case 5:
return $this->generateUrl('rx_client_transfer');
break;
case 6:
return $this->generateUrl('rx_client_transfer');
break;
case 7:
return $this->generateUrl('rx_client_dashboard');
break;
default:
return $this->generateUrl('rx_user_homepage');
break;
}
}
return $this->generateUrl('rx_client_profile_step_one');
}
private function createQuestionnaireAnswers(ObjectManager $manager, User $clientUser)
{
$clientProfile = $clientUser->getProfile();
$answers = array();
for ($i = 1; $i <= 4; $i++) {
$answers[] = array('question' => $this->getReference('ria-risk-question-' . $i), 'data' => $this->getReference('ria-risk-answer-' . $i . '-1'));
}
$riskToleranceManager = new RiskToleranceManager($clientUser, $manager, $answers);
$riskToleranceManager->saveUserAnswers();
$suggestedPortfolio = $riskToleranceManager->getSuggestedPortfolio();
//$clientProfile->setSuggestedPortfolio($suggestedPortfolio);
$clientPortfolioManager = $this->container->get('wealthbot_client.client_portfolio.manager');
$clientPortfolioManager->proposePortfolio($clientUser, $suggestedPortfolio);
$manager->persist($clientProfile);
}
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;
}
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;
}
private function buildBeneficiaryByClient(User $client)
{
$spouse = $client->getSpouse();
$profile = $client->getProfile();
$beneficiary = new Beneficiary();
$beneficiary->setFirstName($spouse->getFirstName());
$beneficiary->setMiddleName($spouse->getMiddleName());
$beneficiary->setLastName($spouse->getLastName());
$beneficiary->setBirthDate($spouse->getBirthDate());
$beneficiary->setStreet($profile->getStreet());
$beneficiary->setState($profile->getState());
$beneficiary->setCity($profile->getCity());
$beneficiary->setZip($profile->getZip());
$beneficiary->setRelationship('Spouse');
$beneficiary->setShare(100);
return $beneficiary;
}
/**
* @SecureParam(name="riaClient", permissions="EDIT")
* @ParamConverter("riaClient", class="WealthbotUserBundle:User", options={"id" = "client_id"})
*/
public function householdSettingsContactAction(User $riaClient, Request $request)
{
$form = $this->createForm(new HouseholdContactSettingsFormType(), $riaClient->getProfile());
if ($request->isMethod('POST')) {
$form->bind($request);
if ($form->isValid()) {
$formData = $form->getData();
/** @var EntityManager $em */
$em = $this->get('doctrine.orm.entity_manager');
$em->persist($formData);
$em->flush();
}
}
return $this->render('WealthbotRiaBundle:Dashboard:household_settings_contact.html.twig', array('form' => $form->createView()));
}
/**
* Get age of the client
*
* @param \Wealthbot\UserBundle\Entity\User $user
* @return int
*/
protected function getClientAge(User $user)
{
$age = $user->getProfile()->getBirthDate()->diff(new \DateTime('now'))->y;
return $age;
}
public function sendClientAdvCopyEmailMessage(User $client)
{
$ria = $client->getProfile()->getRia();
$companyInformation = $ria->getRiaCompanyInformation();
$template = $this->parameters['template']['client_adv_copy'];
$fromEmail = $this->parameters['from_email']['client_adv_copy'];
$context = array('client' => $client, 'ria' => $ria, 'company' => $companyInformation, 'logo' => $this->getRiaLogo($ria->getId()));
$adv = $companyInformation->getAdvDocument();
$extension = pathinfo($adv->getFilename(), PATHINFO_EXTENSION);
$attachments = array('ADV Copy.' . $extension => $adv->getAbsolutePath());
$this->sendMessage($template, $fromEmail, $client->getEmail(), $context, $attachments);
}
