public static function changePrimarySupernova($id_oldSupernova, $id_newSupernova, $id_application)
{
$tasks = Application::find()->andWhere(['id_application' => $id_application, 'primary_supernova' => $id_oldSupernova])->all();
foreach ($tasks as $val) {
$val->primary_supernova = $id_newSupernova;
$val->save();
}
}
public function actionIndex($id_app_task)
{
$model = AppTask::findOne($id_app_task);
$loanModel = Loan::find()->where(['id_application' => $model->id_application])->one();
// 如果 loan 不存在，则新建
if (is_null($loanModel)) {
$loanModel = new Loan();
$loanModel->loan_number = '';
$loanModel->id_application = $model->id_application;
$loanModel->status = 0;
$loanModel->loc = $model->application->loc;
$loanModel->balance = 0;
$loanModel->advance_rate = 50;
$loanModel->maintainance_rate = 70;
$loanModel->collateral_value = $model->application->collateral_value;
$loanModel->save(false);
}
// 读取所以检查项
$checkPointsData = AppTaskCheckpoint::find()->where(['id_app_task' => $id_app_task])->all();
$checkPoints = [];
$check_points_ctrl = true;
foreach ($checkPointsData as $val) {
$checkPoints[$val['id_app_task_checkpoint_type']] = $val;
if (!$val->status) {
$check_points_ctrl = false;
}
}
// 判断是否可以 approve
$loanModel->setScenario('review');
$loanCheck = clone $loanModel;
$loan_ctrl = $loanCheck->validate();
if (Yii::$app->request->post()) {
// 如果选择 wetsigned
$post = Yii::$app->request->post();
if ($post['type'] == 'wetsigned') {
//关闭sign agreements
$task_e_sign_box = AppTask::findOne(['id_application' => $model->id_application, 'id_app_task_type' => DictTask::TYPE_SIGN_AGREEMENTS_BOX]);
AppTask::close($task_e_sign_box->id_app_task);
}
// 确认 Application Review and Check 结束
$applicationModel = $model->application;
//g3
AppDocument::createPdfByApplication($applicationModel, DictDocument::TYPE_G3);
//control_agreement
AppDocument::createPdfByApplication($applicationModel, DictDocument::TYPE_CONTROL_AGREEMENT);
//line_agreements
AppDocument::createPdfByApplication($applicationModel, DictDocument::TYPE_LINE_AGREEMENT);
//w9
AppDocument::createPdfByApplication($applicationModel, DictDocument::TYPE_W9);
$loanModel->id_application = $applicationModel->id_application;
$id_application = $loanModel->id_application;
//active log.loan officer approved the application.
Active::operationLog($id_application, [Yii::$app->user->getIdentity()->first_name, Yii::$app->user->getIdentity()->last_name], DictActive::APPROVED_APPLICATION, Yii::$app->user->getIdentity()->id);
AppTask::taskFinish($id_app_task);
//find Control Agreement--type--schwab(control agreement->id_application->id_group->Coustidian)
$application = Application::find()->andWhere(['id_application' => $id_application])->one();
$group = Group::find()->andWhere(['id_group' => $application->id_group])->one();
//judge for id_custodian
//send application approval email to client and cc to advisor(email($email_type,[$task_type,$id_app_task,$loan,$group]))
$res = SendEmail::email(DictEmail::EMAIL_LETTER_ABOUT_LINE, [DictEmail::LETTER_APPLICATION_APPROVAL, $id_app_task, $loanModel, $group]);
if ($res) {
//判断是否有两个client参与
$user = SendEmail::findUserByApplication($id_application);
if (is_null($user['co_applicant'])) {
Active::operationLog($id_application, [$user['applicant']->first_name, $user['applicant']->last_name, '', $user['advisor']->first_name, $user['advisor']->last_name], DictActive::SYSTEM_SEND_APPROVAL_LETTER, 0);
} else {
Active::operationLog($id_application, [$user['applicant']->first_name, $user['applicant']->last_name, ',' . $user['co_applicant']->first_name . ' ' . $user['co_applicant']->last_name, $user['advisor']->first_name, $user['advisor']->last_name], DictActive::SYSTEM_SEND_APPROVAL_LETTER, 0);
}
}
//active.system geneerated all the line agreements
Active::operationLog($id_application, [], DictActive::SYSTEM_GENERATED_LINE_AGREEMENTS, 0);
//find user
$user = SendEmail::findUserByApplication($id_application);
//create a task line-agreement to loan officer
Active::operationLog($model->id_application, [DictTask::$taskType[DictTask::TYPE_LINE_AGREEMENTS], $user['supernova']->first_name, $user['supernova']->last_name], DictActive::SYSTEM_CREATE_TASK_TO_USER, 0);
//system created task line-agreements
//System send email new task "Line Agrrements Notification" to betterdebt($email_type,[$task_type,$id_application,$id_app_task])
SendEmail::email(DictEmail::EMAIL_TASK_NOTIFICATION, [DictTask::TYPE_LINE_AGREEMENTS, $id_application, $id_app_task + 2]);
if ($post['type'] != 'wetsigned') {
// docusign
$result_docusign = SendDocuSign::appReview($id_application);
}
//crate a task sign-line-agreement to client
Active::operationLog($model->id_application, [DictTask::$taskType[DictTask::TYPE_SIGN_AGREEMENTS], $user['applicant']->first_name, $user['applicant']->last_name], DictActive::SYSTEM_CREATE_TASK_TO_USER, 0);
//system created task line-agreements
Active::operationLog($model->id_application, [DictTask::$taskType[DictTask::TYPE_LINE_AGREEMENTS], $user['applicant']->first_name, $user['applicant']->last_name], DictActive::SYSTEM_SEND_DOCUSIGN_EMAIL, 0);
//system send sign agreement docusign email to client
return $this->redirect(['/application/view', 'id' => $model->id_application]);
}
$data = CollateralAccount::find()->andWhere(['line_type' => 1, 'id_line' => $model->id_application])->orderBy(['data_date' => SORT_DESC])->one();
if ($data) {
$account = CollateralAccount::find()->andWhere(['line_type' => 1, 'id_line' => $model->id_application, 'data_date' => $data['data_date']])->orderBy(['data_date' => SORT_DESC])->all();
$line_account = LineAccount::find()->andWhere(['line_type' => 1, 'id_line' => $model->id_application, 'data_date' => $data['data_date']])->orderBy(['data_date' => SORT_DESC])->one();
} else {
$account = '';
$line_account = '';
}
//credit score
$applicant = AppApplicant::find()->andWhere(['id_application' => $model->id_application])->all();
return $this->render('index', ['model' => $model, 'loanModel' => $loanModel, 'checkPoints' => $checkPoints, 'approve_ctrl' => $check_points_ctrl && $loan_ctrl, 'collateral_account' => $account, 'line_account' => $line_account, 'date' => empty($data) ? '' : $data['data_date'], 'applicant' => empty($applicant) ? '' : $applicant]);
}
/**
* Lists all Application models.
* @return mixed
*/
public function actionIndex()
{
$searchModel = new ApplicationSearch();
if ($this->user->id_user_role == Dict::USER_ROLE_ADVISOR) {
$advisor = Advisor::find()->andWhere(['id_user' => $this->user->id])->one();
//find related groups
$id_groups = AdvisorGroup::find()->andWhere(['id_advisor' => $advisor['id_advisor']])->all();
$ids = [];
foreach ($id_groups as $value) {
$ids[] = $value['id_group'];
}
$query = Application::find()->andWhere(['in', 'id_group', $ids]);
//->orderBy(['id_application' => SORT_DESC]);
$dataProvider = $searchModel->search(Yii::$app->request->get(), $query);
} else {
if ($this->user->id_user_role == Dict::USER_ROLE_BETTERDEBT) {
$query = Application::find();
$dataProvider = $searchModel->search(Yii::$app->request->get(), $query);
}
}
return $this->render('index', ['searchModel' => $searchModel, 'dataProvider' => $dataProvider]);
}
/**
* Lists all Application models.
* @return mixed
*/
public function actionIndex()
{
$dataProvider = new ActiveDataProvider(['query' => Application::find()->orderBy(['id' => SORT_DESC])]);
return $this->render('index', ['dataProvider' => $dataProvider]);
}
echo Url::to(['/task-supplemental-information/remove', 'id' => $value['id_app_document'], 'id_app_task' => $model->id_app_task]);
?>
" class="btn btn-default bordere-red" data-confirm="Are you sure to remove?">Remove</a></span>
<?php
}
?>
</li>
</ul>
<?php
}
?>
</div>
</div>
<?php
$list = Application::find()->andWhere(['id_application' => $model->id_application])->one();
if ($list->have_existing_loan == 1) {
?>
<div class="account-form2 pb20">
<div class="layout frame">
<div class="layout-your-list por">
<h2>LOAN STATEMENTS</h2>
<p class="color-ba" style="padding-right: 135px">If paying off an existing securities-based line of credit/loan, please upload a copy of the loan statement.</p>
<?php
if ($this->context->AUTH == Dict::AUTH_OPERATE) {
?>
<i class="form-add-document but-user-mod"><a href="#" data-toggle="modal" data-target="#myModal1" class="btn btn-default pl15" data-whatever="3">Add Document</a></i>
<?php
}
?>
</div>
public function actionCheck($id_app_task)
{
$model = AppTask::findOne($id_app_task);
//find by document type
$loanStatements = AppDocument::find()->andWhere(['id_document_type' => DictDocument::TYPE_LOAN_STATEMENT, 'id_application' => $model->id_application])->orderBy(['id_app_document' => SORT_DESC])->all();
//display loan statement?
$application = Application::find()->andWhere(['id_application' => $model->id_application])->one();
if ($application->have_existing_loan == 1) {
$loanStatements_display = 'list-item';
//method of display
}
$accountStatements = AppDocument::find()->andWhere(['id_document_type' => DictDocument::TYPE_ACCOUNT_STATEMENT, 'id_application' => $model->id_application])->orderBy(['id_app_document' => SORT_DESC])->all();
$photos = AppDocument::find()->andWhere(['id_document_type' => DictDocument::TYPE_PHOTO_ID, 'id_application' => $model->id_application])->orderBy(['id_app_document' => SORT_DESC])->all();
$certification = AppDocument::find()->andWhere(['id_document_type' => DictDocument::TYPE_TRUSTEE_CERTIFICATION, 'id_application' => $model->id_application])->orderBy(['id_app_document' => SORT_DESC])->all();
$account = AppFormCollateralAccount::find()->andWhere(['id_application' => $model->id_application])->one();
if ($account->is_trust_account == 1) {
$certification_display = 'list-item';
//method of display
}
return $this->renderAjax('check', ['model' => $model, 'loanStatements' => $loanStatements, 'accountStatements' => $accountStatements, 'photos' => $photos, 'certification' => $certification, 'loanStatements_display' => isset($loanStatements_display) ? $loanStatements_display : 'none', 'certification_display' => isset($certification_display) ? $certification_display : 'none']);
}
public function safeUp()
{
$tableOptions = null;
if ($this->db->driverName === 'mysql') {
// http://stackoverflow.com/questions/766809/whats-the-difference-between-utf8-general-ci-and-utf8-unicode-ci
$tableOptions = 'CHARACTER SET utf8 COLLATE utf8_unicode_ci ENGINE=InnoDB';
}
// 读取 application
$application_list = Application::find()->all();
// application添加的2个字段primaty_advisor和primary_supernova补充完整
foreach ($application_list as $application) {
$id_application = $application->id_application;
// 读取advisor
$user_advisor = AppUser::find()->andWhere(['id_application' => $id_application, 'is_primary_contact' => 1])->joinWith('user')->andWhere(['id_user_role' => Dict::USER_ROLE_ADVISOR])->one();
// 读取 supernova
$user_supernova = AppUser::find()->andWhere(['id_application' => $id_application, 'is_primary_contact' => 1])->joinWith('user')->andWhere(['id_user_role' => Dict::USER_ROLE_BETTERDEBT])->one();
$application->primary_advisor = $user_advisor->id_user;
$application->primary_supernova = $user_supernova->id_user;
$application->save();
// 读取application初始化新的app_task和app_task_checkpoint
AppTask::initialize($id_application);
$app_task_list = AppTask::find()->andWhere(['id_application' => $id_application])->all();
AppTaskCheckpoint::initialize($app_task_list);
//读取app_owner_task_back和app_owner_task_checkpoint_back
$app_owner_task_list = Yii::$app->db->createCommand("SELECT O.* FROM app_task_back AS T, app_owner_task_back as O where T.id_app_task = O.id_app_task and T.id_application = {$id_application}")->queryAll();
$app_owner_task_checkpoint_list = Yii::$app->db->createCommand("SELECT B.* FROM app_task_back AS T, app_owner_task_checkpoint_back as B, app_owner_task_back as O where B.id_app_owner_task = O.id_app_owner_task and T.id_app_task = O.id_app_task and T.id_application = {$id_application}")->queryAll();
// app_owner_task_back
foreach ($app_owner_task_list as $app_owner_task_key => $app_owner_task) {
$back_to_now = ['1' => DictTask::TYPE_APPLICATION_FORM, '2' => DictTask::TYPE_SIGN_APPLICATION_FORM, '3' => DictTask::TYPE_UPLOAD_WETSIGNED_FORM, '4' => DictTask::TYPE_SUPPLEMENTAL_MATERIALS, '5' => DictTask::TYPE_APPLICATION_REVIEW, '6' => DictTask::TYPE_LINE_AGREEMENTS, '7' => DictTask::TYPE_SIGN_AGREEMENTS, '8' => DictTask::TYPE_LINE_SETUP];
// 读取对应的 app_task
$app_task_where = ['id_application' => $id_application, 'id_app_task_type' => $back_to_now[$app_owner_task['id_app_owner_task_type']]];
if (in_array($app_owner_task['id_app_owner_task_type'], array('2', '7'))) {
$app_task_where['id_user'] = $app_owner_task['id_user'];
}
$app_task = AppTask::findOne($app_task_where);
// 逻辑修正
if ($app_owner_task['id_app_owner_task_type'] == 6 && $app_owner_task_list[$app_owner_task_key + 1]['delete'] == Dict::DELETE_NOT && $app_owner_task_list[$app_owner_task_key + 1]['id_app_owner_task_status'] != DictTask::STATUS_NOT_ACTIVE) {
AppTask::close($app_task->id_app_task);
} else {
// 变更完成状态
switch ($app_owner_task['id_app_owner_task_status']) {
case DictTask::STATUS_ACTIVE:
$app_task->nextStart($app_task->id_app_task);
break;
case DictTask::STATUS_FINISH:
if ($app_task->active == DictTask::INACTIVE) {
$app_task->active = DictTask::ACTIVE;
$app_task->save();
}
$app_task->taskFinish($app_task->id_app_task);
break;
}
}
// 变更结束状态
if ($app_owner_task['delete'] == Dict::DELETE_YES) {
AppTask::close($app_task->id_app_task);
}
// 变更任务所属人角色
if ($app_task['id_app_task_type'] != DictTask::TYPE_SIGN_APPLICATION_FORM) {
if ($app_task['id_app_task_type'] != DictTask::TYPE_SIGN_AGREEMENTS) {
$id_user = $app_owner_task['id_user'];
$user = User::findOne(['id_user' => $id_user]);
$app_task->owner_type = DictTask::$userRoleToOwner[$user->id_user_role];
$app_task->save();
}
}
// 判断是否是签名任务
if (in_array($app_owner_task['id_app_owner_task_type'], array('2', '7'))) {
// 找到对应的签名记录
$docusign_recipient = DocusignRecipient::find(false)->andWhere(['id_application' => $id_application, 'id_app_task' => $app_owner_task['id_app_owner_task']])->one();
if (isset($docusign_recipient)) {
// 找到新的 id_app_task
$app_task_new = AppTask::findOne(['id_application' => $id_application, 'id_user' => $app_owner_task['id_user'], 'id_app_task_type' => $back_to_now[$app_owner_task['id_app_owner_task_type']]]);
// 变更 id_app_task
$docusign_recipient->id_app_task = $app_task_new->id_app_task;
$docusign_recipient->save();
}
}
}
// 变更app_task_checkpoint里面的status
foreach ($app_owner_task_checkpoint_list as $app_owner_task_checkpoint) {
$app_task_checkpoint = AppTaskCheckpoint::findOne(['id_application' => $id_application, 'id_app_task_checkpoint_type' => $app_owner_task_checkpoint['id_app_owner_task_checkpoint_type']]);
$app_task_checkpoint->status = $app_owner_task_checkpoint['status'];
$app_task_checkpoint->save();
}
}
}
