/**
* Get ria
*
* @return User
*/
public function getRia()
{
if ($this->user->hasRole('ROLE_CLIENT')) {
return $this->user->getRia();
}
return $this->user;
}
/**
* Returns ria if he has risk questions and admin otherwise
*
* @param User $user
* @return User
*/
public function getQuestionsOwner(User $user)
{
if ($user->hasRole('ROLE_CLIENT')) {
$ria = $user->getRia();
} else {
$ria = $user;
}
$existQuestion = $this->findOneBy(array('owner_id' => $ria->getId()));
if ($existQuestion) {
return $ria;
}
return $this->_em->getRepository('WealthbotUserBundle:User')->getAdmin();
}
public function getPortfolioInformation(User $user, CeModelInterface $model, $isQualified = false)
{
if ($user->hasRole('ROLE_CLIENT')) {
$ria = $user->getRia();
} else {
$ria = $user;
}
$portfolioInformation = new PortfolioInformation();
$portfolioInformation->setUser($user);
$portfolioInformation->setModel($model);
$portfolioInformation->setIsQualifiedModel($isQualified);
$portfolioInformation->setFees($this->feeManager->getClientFees($ria));
if ($model->getOwner()->hasRole('ROLE_RIA')) {
$transactionCommissionFees = $this->em->getRepository('WealthbotAdminBundle:SecurityAssignment')->findMinAndMaxTransactionFeeForModel($model->getParentId());
$portfolioInformation->setTransactionCommissionFees(array_values($transactionCommissionFees));
}
return $portfolioInformation;
}
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 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();
}
/**
* @param FormBuilderInterface $builder
* @param User $client
*/
protected function buildBillingSpecForm(FormBuilderInterface $builder, $client)
{
$builder->add('billingSpec', 'entity', array('class' => 'WealthbotAdminBundle:BillingSpec', 'property' => 'name', 'property_path' => 'user.appointedBillingSpec', 'multiple' => false, 'query_builder' => function (EntityRepository $er) use($client) {
return $er->createQueryBuilder('b')->where('b.owner = :ria')->setParameter('ria', $client->getRia());
}));
}
public function sendClientRiaUploadedDocument(User $client)
{
$ria = $client->getRia();
$template = $this->parameters['template']['client_ria_uploaded_document'];
$fromEmail = $this->parameters['from_email']['client_ria_uploaded_document'];
$context = array('client' => $client, 'ria' => $ria, 'logo' => $this->getRiaLogo($ria->getId()));
$this->sendMessage($template, $fromEmail, $client->getEmail(), $context);
}
