/**
* Get recipient role name
*
* @return string
*/
public function getRoleName()
{
if ($this->user->hasRole('ROLE_CLIENT')) {
return 'Client';
}
if ($this->user->hasRole('ROLE_RIA')) {
return 'Advisor';
}
return '';
}
public function hasDeleteAccess(User $user, ClientActivitySummary $activitySummary)
{
if ($user->hasRole('ROLE_RIA') && $activitySummary->getClient()->getRia()->getId() == $user->getId()) {
return true;
}
return false;
}
/**
* Get ria
*
* @return User
*/
public function getRia()
{
if ($this->user->hasRole('ROLE_CLIENT')) {
return $this->user->getRia();
}
return $this->user;
}
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)));
}
}
/**
* 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();
}
protected function sendEmailMessages(User $owner, $documentType, MailerInterface $mailer)
{
$userRepo = $this->em->getRepository('WealthbotUserBundle:User');
$clients = array();
if ($owner->hasRole('ROLE_RIA')) {
$clients = $userRepo->findClientsByRiaId($owner->getId());
}
foreach ($clients as $client) {
foreach ($client->getSlaveClients() as $slaveClient) {
$mailer->sendClientUpdatedDocumentsEmail($slaveClient, $documentType);
}
$mailer->sendClientUpdatedDocumentsEmail($client, $documentType);
}
}
public function saveDefaultConfiguration(User $user)
{
$configuration = null;
if ($user->hasRole('ROLE_RIA')) {
$configuration = $this->createRiaDefaultConfiguration($user);
} elseif ($user->hasRole('ROLE_CLIENT')) {
//TODO: next step
$configuration = null;
}
if ($configuration) {
$this->objectManager->persist($configuration);
$this->objectManager->flush();
}
return $configuration;
}
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 $portfolioInformation;
}
public function getAvailableSubclassesQuery($assetClassId, User $owner)
{
$qb = $this->createQueryBuilder('s')->where('s.asset_class_id = :assetClassId')->andWhere("s.name NOT IN ('Intermediate Muni', 'Short Muni')")->setParameters(array('assetClassId' => $assetClassId))->orderBy('s.id', 'ASC');
if ($owner->hasRole('ROLE_RIA') || $owner->hasRole('ROLE_CLIENT')) {
$qb->leftJoin('s.securityAssignments', 'sec')->andWhere('sec.model_id IS NOT NULL')->andWhere('s.owner_id = :owner_id')->setParameter('owner_id', $owner->getId());
} else {
$qb->andWhere('s.owner_id IS NULL AND s.source_id IS NULL');
}
return $qb;
}
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();
}
