protected function updateTaxLossHarvesting(FormInterface $form, $subclassId, $withoutIds = array())
{
if ($this->user->hasRole('ROLE_RIA') && $this->user->getRiaCompanyInformation()->getIsTaxLossHarvesting() && (!$this->user->getRiaCompanyInformation()->getIsUseQualifiedModels() || $this->user->getRiaCompanyInformation()->getIsUseQualifiedModels() && !$this->isQualifiedModel)) {
/** @var $securityAssignmentRepo SecurityAssignmentRepository */
$securityAssignmentRepo = $this->em->getRepository('WealthbotAdminBundle:SecurityAssignment');
$securityQueryBuilder = $securityAssignmentRepo->getSecuritiesQBBySubclassIdAndWithoutSecuritiesIds($subclassId, $withoutIds);
$form->add($this->factory->createNamed('tax_loss_harvesting', 'entity', null, array('class' => 'WealthbotAdminBundle:SecurityAssignment', 'property' => 'security.name', 'empty_value' => 'Choose TLH Substitution', 'query_builder' => $securityQueryBuilder, 'attr' => empty($withoutIds) ? array('disabled' => 'disabled') : array(), 'required' => false)));
}
}
/**
* Create default Admin Spec for RIA
*
* @param User $ria
* @return BillingSpec
*/
public function initDefaultAdminSpec(User $ria)
{
$billingSpec = new BillingSpec();
$billingSpec->setType(BillingSpec::TYPE_TIER);
$billingSpec->setName('Admin spec for ' . $ria->getRiaCompanyInformation()->getName());
$billingSpec->addAppointedUser($ria);
$billingSpec->setMinimalFee(0.0);
return $billingSpec;
}
public function sendAdminsRiaActivatedEmail(User $ria)
{
$template = $this->parameters['template']['admin_ria_activated'];
$context = array('ria_name' => $ria->getRiaCompanyInformation()->getName());
$repository = $this->em->getRepository('WealthbotUserBundle:User');
$admins = $repository->getAllAdmins();
$toEmails = array();
/** @var User $admin */
foreach ($admins as $admin) {
$toEmails[] = $admin->getEmail();
}
$this->sendMessage($template, $this->parameters['from_email']['admin_ria_activated'], $toEmails, $context);
}
/**
* Save Client Subclasses
* This method is needed for save a snapshot of RIA subclasses.
*
* @param User $client
* @param User $ria
* @throws EntityNotFoundException
*/
public function saveClientSubclasses(User $client, User $ria)
{
$em = $this->getEntityManager();
$selectedModel = $ria->getRiaCompanyInformation()->getPortfolioModel();
//$riaSubClasses = $this->findDefaultsByModelId($selectedModel);
$riaSubClasses = $this->findRiaSubclasses($ria->getId());
if (!$riaSubClasses) {
$riaSubClasses = $this->findDefaultsByModelId($selectedModel);
}
// When subclasses for RIA are defined in system ?
if (!$riaSubClasses) {
throw new EntityNotFoundException("Ria doesn't have subclasses, logic error please check!");
}
foreach ($riaSubClasses as $riaSubClass) {
$clientSubClass = new Subclass();
$clientSubClass->setAssetClass($riaSubClass->getAssetClass());
$clientSubClass->setAccountType($riaSubClass->getAccountType());
$clientSubClass->setOwner($client);
$clientSubClass->setSource($riaSubClass);
$clientSubClass->setName($riaSubClass->getName());
$clientSubClass->setExpectedPerformance($riaSubClass->getExpectedPerformance());
/** @var Subclass $riaSubClass */
foreach ($riaSubClass->getSecurityAssignments() as $securityAssignment) {
$newSecurityAssignment = new SecurityAssignment();
$newSecurityAssignment->setIsPreferred($securityAssignment->getIsPreferred());
$newSecurityAssignment->setModel($clientSubClass->getAssetClass()->getModel());
$newSecurityAssignment->setMuniSubstitution($securityAssignment->getMuniSubstitution());
//$newSecurityAssignment->setRia($ria); Deprecated
$newSecurityAssignment->setSecurity($securityAssignment->getSecurity());
$newSecurityAssignment->setSecurityTransaction($securityAssignment->getSecurityTransaction());
$newSecurityAssignment->setSubclass($clientSubClass);
$em->persist($newSecurityAssignment);
}
$em->persist($clientSubClass);
}
$em->flush();
}
public function sendRiaActivatedEmailMessage($toEmail, User $ria)
{
$template = $this->parameters['template']['ria_activated'];
$context = array('company_information' => $ria->getRiaCompanyInformation());
$this->sendMessage($template, $context, $this->parameters['from_email']['ria_activated'], $toEmail);
}
protected function buildModelForm(FormBuilderInterface $builder, User $ria)
{
$builder->add('client', new ChooseClientPortfolioFormType($this->clientPortfolio), array('mapped' => false, 'data' => $this->clientPortfolio->getClient()));
if ($ria->getRiaCompanyInformation()->isCollaborativeProcessing()) {
$builder->add('groups', 'entity', array('multiple' => false, 'property' => 'name', 'property_path' => 'user.groups', 'label' => 'Groups:', 'class' => 'Wealthbot\\UserBundle\\Entity\\Group', 'query_builder' => function (EntityRepository $er) use($ria) {
return $er->createQueryBuilder('g')->andWhere('g.owner = :owner')->orWhere('g.owner is null')->setParameter('owner', $ria);
}));
}
}
