public function historyAction(Request $request)
{
$clientAccountValuesManager = $this->get('wealthbot_client.client_account_values.manager');
$em = $this->get('doctrine.orm.entity_manager');
$paginator = $this->get('knp_paginator');
$session = $this->get('session');
$filters = $session->get('rebalance_history_filter', array());
$historyFilterForm = $this->createForm(new RebalanceHistoryFilterFormType(), $filters);
if ($request->get('is_filter')) {
$historyFilterFormHandler = new RebalanceHistoryFilterFormHandler($historyFilterForm, $request, $em, array('session' => $session));
if ($historyFilterFormHandler->process()) {
$filters = $session->get('rebalance_history_filter', array());
} else {
$this->getJsonResponse(array('status' => 'error', 'content' => $this->renderView('WealthbotRiaBundle:Rebalancer:_history_filter_form.html.twig', array('history_filter_form' => $historyFilterForm))));
}
}
$historyClientValuesQuery = $clientAccountValuesManager->getHistoryForAdminQuery($filters);
$historyClientValuesPagination = $paginator->paginate($historyClientValuesQuery, $request->get('page', 1), 20);
$historyClientValuesPagination->setUsedRoute('rx_admin_rebalancer_history');
$responseData = array('client_values_pagination' => $historyClientValuesPagination, 'is_history' => true, 'history_filter_form' => $historyFilterForm->createView());
if ($request->isXmlHttpRequest()) {
return $this->getJsonResponse(array('status' => 'success', 'content' => $this->renderView('WealthbotAdminBundle:Rebalancer:_rebalance_table.html.twig', $responseData)));
}
return $this->render('WealthbotAdminBundle:Rebalancer:history.html.twig', $responseData);
}
public function historyAction(Request $request)
{
$clientPortfolioValuesManager = $this->get('wealthbot_client.client_portfolio_values.manager');
$clientAccountValuesManager = $this->get('wealthbot_client.client_account_values.manager');
/** @var EntityManager $em */
$em = $this->get('doctrine.orm.entity_manager');
/* @var \Wealthbot\ClientBundle\Repository\LotRepository $lotRepo */
$lotRepo = $em->getRepository('WealthbotClientBundle:Lot');
$paginator = $this->get('knp_paginator');
$session = $this->get('session');
$ria = $this->getUser();
$isHouseholdLevel = $ria->getRiaCompanyInformation()->isHouseholdManagedLevel();
$filters = $session->get('rebalance_history_filter', array());
$historyFilterForm = $this->createForm(new RebalanceHistoryFilterFormType($ria), $filters);
if ($request->get('is_filter')) {
$historyFilterFormHandler = new RebalanceHistoryFilterFormHandler($historyFilterForm, $request, $em, array('session' => $session));
if ($historyFilterFormHandler->process()) {
$filters = $session->get('rebalance_history_filter', array());
} else {
$this->getJsonResponse(array('status' => 'error', 'content' => $this->renderView('WealthbotRiaBundle:Rebalancer:_history_filter_form.html.twig', array('history_filter_form' => $historyFilterForm))));
}
}
if ($isHouseholdLevel) {
$historyClientValuesQuery = $clientPortfolioValuesManager->getHistoryForRiaClientsQuery($ria, $filters);
} else {
$historyClientValuesQuery = $clientAccountValuesManager->getHistoryForRiaClientsQuery($ria, $filters);
}
$historyClientValuesPagination = $paginator->paginate($historyClientValuesQuery, $request->get('page', 1), 20);
$historyClientValuesPagination->setUsedRoute('rx_ria_rebalancing_history');
if ($isHouseholdLevel) {
foreach ($historyClientValuesPagination as $historyClientValue) {
$historyClientValue->setReconciled($lotRepo->isReconciled($historyClientValue->getDate()));
}
} else {
foreach ($historyClientValuesPagination as $historyClientValue) {
$historyClientValue->setReconciled($lotRepo->isReconciled($historyClientValue->getDate(), $historyClientValue->getSystemClientAccount()));
}
}
$responseData = array('client_values_pagination' => $historyClientValuesPagination, 'ria' => $ria, 'is_history' => true, 'history_filter_form' => $historyFilterForm->createView());
if ($request->isXmlHttpRequest()) {
return $this->getJsonResponse(array('status' => 'success', 'content' => $this->renderView('WealthbotRiaBundle:Rebalancer:_rebalance_table.html.twig', $responseData)));
}
return $this->render('WealthbotRiaBundle:Rebalancer:history.html.twig', $responseData);
}
