public static function createAppFormPdfByApplication($application)
{
$appForm = $application->appForm;
$primaryAppApplicant = $application->primaryAppApplicant;
$dataJson = json_decode(file_get_contents('../../common/pdf-template/data/data_app_form.json'), true);
$dataJson['a.full_name'] = $primaryAppApplicant->first_name . ($primaryAppApplicant->mid_name ? ' ' . $primaryAppApplicant->mid_name : '') . ' ' . $primaryAppApplicant->last_name;
$dataJson['a.street'] = $primaryAppApplicant->address_street;
$dataJson['a.city_state_zip'] = $primaryAppApplicant->getFullAddress();
$dataJson['a.home_phone'] = $primaryAppApplicant->home_phone;
$dataJson['a.work_phone'] = $primaryAppApplicant->work_phone;
$dataJson['a.cell_phone'] = $primaryAppApplicant->cell_phone;
$dataJson['a.email'] = $primaryAppApplicant->email_address;
$dataJson['a.ssn'] = $primaryAppApplicant->social_security_number;
$dataJson['a.dob'] = $primaryAppApplicant->date_of_birth ? date('m/d/Y', $primaryAppApplicant->date_of_birth) : '';
if ($primaryAppApplicant->is_united_states_citizen === DictApplicant::AMERICAN_CITIZEN_NOT) {
$dataJson['a.us_n'] = 'checked';
} elseif ($primaryAppApplicant->is_united_states_citizen === DictApplicant::AMERICAN_CITIZEN_YES) {
$dataJson['a.us_y'] = 'checked';
}
switch ($primaryAppApplicant->identification_type) {
case DictApplicant::IDENTIFICATION_DRIVERS_LICENSE:
$dataJson['a.id_dl'] = 'checked';
break;
case DictApplicant::IDENTIFICATION_PASSPORT:
$dataJson['a.id_pp'] = 'checked';
break;
case DictApplicant::IDENTIFICATION_PHOTO_ID:
$dataJson['a.id_gid'] = 'checked';
break;
}
$dataJson['a.id_no'] = $primaryAppApplicant->identification_number;
$dataJson['a.id_state'] = $primaryAppApplicant->identification_state;
$dataJson['a.id_ed'] = $primaryAppApplicant->identification_expiration_date ? date('m/d/Y', $primaryAppApplicant->identification_expiration_date) : '';
$dataJson['a.occupation'] = $primaryAppApplicant->occupation;
$dataJson['a.employer'] = $primaryAppApplicant->employer;
switch ($primaryAppApplicant->total_annual_income) {
case DictApplicant::TOTAL_ANNUAL_INCOME_1:
$dataJson['a.income_less'] = 'checked';
break;
case DictApplicant::TOTAL_ANNUAL_INCOME_2:
$dataJson['a.income_5010'] = 'checked';
break;
case DictApplicant::TOTAL_ANNUAL_INCOME_3:
$dataJson['a.income_1025'] = 'checked';
break;
case DictApplicant::TOTAL_ANNUAL_INCOME_4:
$dataJson['a.income_2550'] = 'checked';
break;
case DictApplicant::TOTAL_ANNUAL_INCOME_5:
$dataJson['a.income_500100'] = 'checked';
break;
case DictApplicant::TOTAL_ANNUAL_INCOME_6:
$dataJson['a.income_1000'] = 'checked';
break;
}
switch ($primaryAppApplicant->marital_status) {
case DictApplicant::MARITAL_MARRIED:
$dataJson['a.marital_m'] = 'checked';
break;
case DictApplicant::MARITAL_SEPARATED:
$dataJson['a.marital_s'] = 'checked';
break;
case DictApplicant::MARITAL_UNMARRIED:
$dataJson['a.marital_u'] = 'checked';
break;
}
if ($coAppApplicant = $application->coAppApplicant) {
$dataJson['co.full_name'] = $coAppApplicant->first_name . ($coAppApplicant->mid_name ? ' ' . $coAppApplicant->mid_name : '') . ' ' . $coAppApplicant->last_name;
$dataJson['co.street'] = $coAppApplicant->address_street;
$dataJson['co.city_state_zip'] = $coAppApplicant->getFullAddress();
$dataJson['co.home_phone'] = $coAppApplicant->home_phone;
$dataJson['co.work_phone'] = $coAppApplicant->work_phone;
$dataJson['co.cell_phone'] = $coAppApplicant->cell_phone;
$dataJson['co.email'] = $coAppApplicant->email_address;
$dataJson['co.ssn'] = $coAppApplicant->social_security_number;
$dataJson['co.dob'] = $coAppApplicant->date_of_birth ? date('m/d/Y', $coAppApplicant->date_of_birth) : '';
if ($coAppApplicant->is_united_states_citizen === DictApplicant::AMERICAN_CITIZEN_NOT) {
$dataJson['co.us_n'] = 'checked';
} elseif ($coAppApplicant->is_united_states_citizen === DictApplicant::AMERICAN_CITIZEN_YES) {
$dataJson['co.us_y'] = 'checked';
}
switch ($coAppApplicant->identification_type) {
case DictApplicant::IDENTIFICATION_DRIVERS_LICENSE:
$dataJson['co.id_dl'] = 'checked';
break;
case DictApplicant::IDENTIFICATION_PASSPORT:
$dataJson['co.id_pp'] = 'checked';
break;
case DictApplicant::IDENTIFICATION_PHOTO_ID:
$dataJson['co.id_gid'] = 'checked';
break;
}
$dataJson['co.id_no'] = $coAppApplicant->identification_number;
$dataJson['co.id_state'] = $coAppApplicant->identification_state;
$dataJson['co.id_ed'] = $coAppApplicant->identification_expiration_date ? date('m/d/Y', $coAppApplicant->identification_expiration_date) : '';
$dataJson['co.occupation'] = $coAppApplicant->occupation;
$dataJson['co.employer'] = $coAppApplicant->employer;
switch ($coAppApplicant->total_annual_income) {
case DictApplicant::TOTAL_ANNUAL_INCOME_1:
$dataJson['co.income_less'] = 'checked';
break;
case DictApplicant::TOTAL_ANNUAL_INCOME_2:
$dataJson['co.income_5010'] = 'checked';
break;
case DictApplicant::TOTAL_ANNUAL_INCOME_3:
$dataJson['co.income_1025'] = 'checked';
break;
case DictApplicant::TOTAL_ANNUAL_INCOME_4:
$dataJson['co.income_2550'] = 'checked';
break;
case DictApplicant::TOTAL_ANNUAL_INCOME_5:
$dataJson['co.income_500100'] = 'checked';
break;
case DictApplicant::TOTAL_ANNUAL_INCOME_6:
$dataJson['co.income_1000'] = 'checked';
break;
}
switch ($coAppApplicant->marital_status) {
case DictApplicant::MARITAL_MARRIED:
$dataJson['co.marital_m'] = 'checked';
break;
case DictApplicant::MARITAL_SEPARATED:
$dataJson['co.marital_s'] = 'checked';
break;
case DictApplicant::MARITAL_UNMARRIED:
$dataJson['co.marital_u'] = 'checked';
break;
}
}
switch ($primaryAppApplicant->years_with_advisor) {
case DictApplicant::YEARS_WITH_ADVISOR_1:
$dataJson['with_advisor_1'] = 'checked';
break;
case DictApplicant::YEARS_WITH_ADVISOR_2:
$dataJson['with_advisor_14'] = 'checked';
break;
case DictApplicant::YEARS_WITH_ADVISOR_3:
$dataJson['with_advisor_59'] = 'checked';
break;
case DictApplicant::YEARS_WITH_ADVISOR_4:
$dataJson['with_advisor_10'] = 'checked';
break;
}
switch ($primaryAppApplicant->net_worth) {
case DictApplicant::NET_WORTH_1:
$dataJson['net_worth_10'] = 'checked';
break;
case DictApplicant::NET_WORTH_2:
$dataJson['net_worth_1025'] = 'checked';
break;
case DictApplicant::NET_WORTH_3:
$dataJson['net_worth_2550'] = 'checked';
break;
case DictApplicant::NET_WORTH_4:
$dataJson['net_worth_50100'] = 'checked';
break;
case DictApplicant::NET_WORTH_5:
$dataJson['net_worth_100500'] = 'checked';
break;
case DictApplicant::NET_WORTH_6:
$dataJson['net_worth_500'] = 'checked';
break;
}
$dataJson['value_account'] = number_format($primaryAppApplicant->total_value_with_advisor ?: 0);
$dataJson['loc_amount'] = number_format($application->loc ?: 0);
$dataJson['loc_max'] = $application->loc_max ? 'checked' : '';
$application->have_existing_loan ? $dataJson['exsting_loan_y'] = 'checked' : ($dataJson['exsting_loan_n'] = 'checked');
$dataJson['payoff_amount'] = number_format($application->existing_loan_amount ?: 0);
$dataJson['lender_name'] = $application->name_of_lender;
$dataJson['exsting_loan_number'] = $application->loan_number;
switch ($appForm->primary_purpose) {
case DictApplication::PRIMARY_PURPOSE_TAX_PAYMENTS:
$dataJson['purpose_tax'] = 'checked';
break;
case DictApplication::PRIMARY_PURPOSE_PERSONAL_PURCHASE:
$dataJson['purpose_luxury'] = 'checked';
break;
case DictApplication::PRIMARY_PURPOSE_REAL_ESTATE:
$dataJson['purpose_real_estate'] = 'checked';
break;
case DictApplication::PRIMARY_PURPOSE_GENERAL_LIQUIDITY_PURPOSES:
$dataJson['purpos_general'] = 'checked';
break;
}
if ($collateralAccounts = $application->collateralAccounts) {
$dataJson['accounts'] = [];
foreach ($collateralAccounts as $collateralAccount) {
$account = [];
$account['account_namer'] = $collateralAccount->account_name_title;
$account['registration'] = $collateralAccount->registration;
$account['custodian'] = $collateralAccount->custodian;
$account['account_number'] = $collateralAccount->account_number;
$collateralAccount->has_regular_distribution ? $account['distribution_y'] = 'checked' : ($account['distribution_n'] = 'checked');
$account['distribution_amount'] = number_format($collateralAccount->regular_distribution_amount ?: 0);
$account['distribution_payee'] = $collateralAccount->payee;
$account['revocable_trust'] = $collateralAccount->is_trust_account ? 'checked' : '';
$account['trust_name'] = $collateralAccount->trust_name;
$account['grantor_name'] = $collateralAccount->names_of_grantors;
$account['trustee_name'] = $collateralAccount->names_of_trustees;
$account['tax_id'] = $collateralAccount->tax_id;
$account['address_street'] = $collateralAccount->address_street;
$account['address_state'] = $collateralAccount->address_state_where_organized;
$account['address_city_state_zip'] = $collateralAccount->getFullAddress();
$account['trustee_phone'] = $collateralAccount->trustee_phone_number;
$dataJson['accounts'][] = $account;
}
}
$dataJson['bank_name'] = $appForm->bank_name;
$dataJson['routing'] = $appForm->routing_number;
$dataJson['account_name'] = $appForm->account_name;
$dataJson['account_number'] = $appForm->account_number;
if ((string) $appForm->applicant_has_a_freeze === '0') {
$dataJson['a_freeze_n'] = 'checked';
} elseif ((string) $appForm->applicant_has_a_freeze === '1') {
$dataJson['a_freeze_y'] = 'checked';
}
if ($application->coAppApplicant) {
if ((string) $appForm->co_applicant_has_a_freeze === '0') {
$dataJson['co_freeze_n'] = 'checked';
} elseif ((string) $appForm->co_applicant_has_a_freeze === '1') {
$dataJson['co_freeze_y'] = 'checked';
}
}
$advisor = Advisor::findOne(['id_user' => $application->primaryAdvisor->id_user]);
$dataJson['advisor_firm_name'] = $advisor->institution->institution_name;
$dataJson['print_name'] = $advisor->user->first_name . ' ' . $advisor->user->last_name;
$dataJson['advisor_name'] = $advisor->user->first_name . ' ' . $advisor->user->last_name;
$dataJson['firm_name'] = $advisor->institution->institution_name;
$dataJson['firm_phone'] = $advisor->institution->phone;
$dataJson['firm_address'] = $advisor->office->address;
$dataJson['firm_city'] = $advisor->office->city;
$dataJson['firm_state'] = $advisor->office->state;
$dataJson['firm_zip'] = $advisor->office->zip;
$dataJson['advisor_email'] = $advisor->user->email;
if (file_exists(Yii::$app->params['outpdfPath'] . $application->id_application . '_app_form.pdf')) {
unlink(Yii::$app->params['outpdfPath'] . $application->id_application . '_app_form.pdf');
}
if (file_exists(Yii::$app->params['outpdfPath'] . $application->id_application . '_signaure_spec_app_form.json')) {
unlink(Yii::$app->params['outpdfPath'] . $application->id_application . '_signaure_spec_app_form.json');
}
if ($application->charge_fee) {
$document = new Document("../../common/pdf-template/config/config_app_form.json", $dataJson, "../../common/pdf-template/", Yii::$app->params['outpdfPath'] . $application->id_application . "_app_form.pdf", Yii::$app->params['outpdfPath'] . $application->id_application . "_signaure_spec_app_form.json");
} else {
$document = new Document("../../common/pdf-template/config/config_app_form.json", $dataJson, "../../common/pdf-template/nofee/", Yii::$app->params['outpdfPath'] . $application->id_application . "_app_form.pdf", Yii::$app->params['outpdfPath'] . $application->id_application . "_signaure_spec_app_form.json");
}
$document->render();
return $result = Upload::uploadFileByApplication($application->id_application, Yii::$app->params['outpdfPath'] . $application->id_application . '_app_form.pdf', 'app_form.pdf', DictDocument::TYPE_APPLICATION_FORM);
}
public function afterSave($insert, $changeAttributes)
{
if ($insert) {
$applicationModel = $this->application;
$primaryAppApplicant = $applicationModel->primaryAppApplicant;
$coAppApplicant = $applicationModel->coAppApplicant;
$loanBorrowerModel = new LoanBorrower();
$loanBorrowerModel->id_loan = $this->id_loan;
$loanBorrowerModel->id_user = $primaryAppApplicant->id_user;
$loanBorrowerModel->type = 1;
$loanBorrowerModel->save();
if ($applicationModel->coAppApplicant) {
$loanBorrowerModel = new LoanBorrower();
$loanBorrowerModel->id_loan = $this->id_loan;
$loanBorrowerModel->id_user = $coAppApplicant->id_user;
$loanBorrowerModel->type = 0;
$loanBorrowerModel->save();
}
$loanPaymentPreferenceModel = new LoanPaymentPreference();
$loanPaymentPreferenceModel->id_loan = $this->id_loan;
$loanPaymentPreferenceModel->type = 2;
$loanPaymentPreferenceModel->ach_max_debtied_amount = 0;
$loanPaymentPreferenceModel->ach_id_loan_bank_acount = 0;
$loanPaymentPreferenceModel->save();
$loanCollateralAccountModel = new LoanCollateralAccount();
$loanCollateralAccountModel->id_loan = $this->id_loan;
$loanCollateralAccountModel->id_institution = Advisor::findOne(['id_user' => $applicationModel->primaryAdvisor->id_user])->id_institution;
$loanCollateralAccountModel->id_group = $applicationModel->id_group;
$appFormCollateralAccountModels = AppFormCollateralAccount::find()->andWhere(['id_application' => $this->id_application])->all();
foreach ($appFormCollateralAccountModels as $appFormCollateralAccountModel) {
$newLoanCollateralAccountModel = clone $loanCollateralAccountModel;
$newLoanCollateralAccountModel->load([$newLoanCollateralAccountModel->formName() => $appFormCollateralAccountModel->getAttributes()]);
$newLoanCollateralAccountModel->save();
}
}
}
/**
* Creates a new Application model.
* If creation is successful, the browser will be redirected to the 'view' page.
* @return mixed
*/
public function actionCreate()
{
$model = new Application();
$appModel = new AppApplicant(['scenario' => 'primary-create']);
$coAppModel = new AppApplicant(['scenario' => 'co-create']);
$appFormModel = new AppForm();
//加载数据并验证
if ($model->load(Yii::$app->request->post()) && $appModel->load(Yii::$app->request->post()) && $coAppModel->load(Yii::$app->request->post()) && $appFormModel->load(Yii::$app->request->post()) && $model->validate() && $appModel->validate() && ($model->is_joint_application == 1 ? $coAppModel->validate() : true) && ($model->is_joint_application == 1 ? $appModel->email_address != $coAppModel->email_address : true)) {
//开启事务
$transaction = Yii::$app->db->beginTransaction();
try {
if (!$appModel->id_user) {
$user = User::createUser(Dict::USER_ROLE_CLIENT, ['User' => ['first_name' => $appModel->first_name, 'last_name' => $appModel->last_name, 'mid_name' => $appModel->mid_name, 'email' => $appModel->email_address], 'Client' => ['id_group' => $model->id_group]]);
//设置applicant的id_user
$appModel->id_user = $user->id_user;
SendEmail::email(DictEmail::EMAIL_INVITE_USER, [$user]);
}
if ($model->is_joint_application && !$coAppModel->id_user) {
$user = User::createUser(Dict::USER_ROLE_CLIENT, ['User' => ['first_name' => $coAppModel->first_name, 'last_name' => $coAppModel->last_name, 'mid_name' => $coAppModel->mid_name, 'email' => $coAppModel->email_address], 'Client' => ['id_group' => $model->id_group]]);
//设置co-applicant的id_user
$coAppModel->id_user = $user->id_user;
SendEmail::email(DictEmail::EMAIL_INVITE_USER, [$user]);
}
$model->application_name = $appModel->first_name . ($model->is_joint_application ? ' and ' . $coAppModel->first_name : '') . "'s application";
$model->charge_fee = Advisor::findOne(['id_user' => Yii::$app->user->getId()])->will_charge_fee;
if (!$model->save()) {
$transaction->rollBack();
}
$user = Yii::$app->user->getIdentity();
Active::operationLog($model->id_application, [$user->first_name, $user->last_name], DictActive::CREATE_APPLICATION, $user->id);
$appModel->id_application = $model->id_application;
$appModel->id_app_applicant_type = 1;
if (!$appModel->save()) {
$transaction->rollBack();
}
if ($model->is_joint_application == 1) {
$coAppModel->id_application = $model->id_application;
$coAppModel->id_app_applicant_type = 2;
if (!$coAppModel->save()) {
$transaction->rollBack();
}
}
$appFormModel->id_application = $model->id_application;
if (!$appFormModel->save()) {
$transaction->rollBack();
}
//初始化任务
AppTask::initialize($model->id_application);
// 将AppTaskCheckpoint中的模板转换为实例
AppTaskCheckpoint::initialize($model->appTask);
//创建AppUser记录
AppUser::createByApplication($model);
//send email to notificate advisor create application success.method email([$task_type,$id_application,$id_app_owner_task],$notify_type)
SendEmail::email(DictEmail::EMAIL_TASK_NOTIFICATION, [DictTask::TYPE_APPLICATION_FORM, $model->id_application, 0]);
//id_app_owner_task_type:1(app-form);0:表示没有传递id_app_owner_task
$transaction->commit();
} catch (Exception $e) {
$transaction->rollBack();
}
return $this->redirect(['/app-form/basic-info', 'id_application' => $model->id_application]);
}
return $this->render('create', ['model' => $model, 'appModel' => $appModel, 'coAppModel' => $coAppModel, 'appFormModel' => $appFormModel]);
}
use yii\helpers\Html;
use yii\widgets\ActiveForm;
use yii\helpers\Url;
use common\models\Client;
use common\models\Group;
use kartik\widgets\DepDrop;
use yii\helpers\ArrayHelper;
use kartik\date\DatePicker;
use common\models\Advisor;
use common\models\AppApplicant;
use yii\widgets\MaskedInput;
use common\models\State;
use kartik\widgets\Select2;
use common\models\Betterdebt;
if ($model->getIsNewRecord()) {
$advisor = Advisor::findOne(['id_user' => Yii::$app->user->getId()]);
$group = ArrayHelper::map($advisor->groups, 'id_group', 'group_id');
}
$betterdebt = Betterdebt::find()->andWhere(['id_user' => Yii::$app->user->getId()])->one();
if (Yii::$app->user->getIdentity()->id_user_role == Dict::USER_ROLE_ADVISOR && !$model->isNewRecord && !$model->isNewRecord || Yii::$app->user->getIdentity()->id_user_role == Dict::USER_ROLE_CLIENT || Yii::$app->user->getIdentity()->id_user_role == Dict::USER_ROLE_BETTERDEBT) {
// $readonly = true;
//判断不属于service team的supernova只能有读的权限
if (Yii::$app->user->getIdentity()->id_user_role == Dict::USER_ROLE_BETTERDEBT) {
if ($betterdebt->is_in_service_team == Dict::BD_SERVICE_TEAM_YES) {
$readonly = false;
} else {
$readonly = true;
}
} else {
$readonly = true;
}
public function actionUpdate($id)
{
$model = $this->findModel($id);
$userModel = User::find()->andWhere(['id_user' => $model->id_user])->one();
if ($this->user->id_user_role == Dict::USER_ROLE_CLIENT) {
if ($model->id_user != $this->user->id) {
throw new UnauthorizedHttpException("Sorry, you don't have permission to access this page.");
}
} else {
if ($this->user->id_user_role == dict::USER_ROLE_ADVISOR) {
$advisor = Advisor::findOne(['id_user' => $this->user->id_user]);
$groups = AdvisorGroup::find()->andWhere(['id_advisor' => $advisor->id_advisor])->all();
$id_groups = [];
foreach ($groups as $val) {
$id_groups[] = $val->id_group;
}
// check
if (!in_array($model->id_group, $id_groups)) {
throw new UnauthorizedHttpException("Sorry, you don't have permission to access this page.");
}
}
}
//validate email
if (Yii::$app->request->isAjax && $userModel->load(Yii::$app->request->post())) {
Yii::$app->response->format = Response::FORMAT_JSON;
return ActiveForm::validate($userModel);
}
if ($model->load(Yii::$app->request->post()) && $userModel->load(Yii::$app->request->post())) {
$arr = ['User' => $_POST['User'], 'Client' => $_POST['Client']];
$result = $userModel->UserUpdate($this->_roleId, $arr, $id);
if ($result) {
return $this->redirect(['index']);
} else {
return $this->render('update', ['model' => $model, 'userModel' => $userModel]);
}
} else {
return $this->render('update', ['model' => $model, 'userModel' => $userModel]);
}
}
/**
* Finds the Advisor model based on its primary key value.
* If the model is not found, a 404 HTTP exception will be thrown.
* @param integer $id
* @return Advisor the loaded model
* @throws NotFoundHttpException if the model cannot be found
*/
protected function findModel($id)
{
if (($model = Advisor::findOne($id)) !== null) {
return $model;
} else {
throw new NotFoundHttpException('The requested page does not exist.');
}
}
