/** * Add Client Expense Process */ public function processAddClientExpenseAction() { if (!$this->_request->isXmlHttpRequest() || !$this->_request->isPost()) { $this->_redirector->gotoRoute(array('controller' => 'index', 'module' => 'clients'), 'admin'); } $return = array(); $clientExpenseGateway = new Clients_Model_ClientExpenseGateway(); $form = $clientExpenseGateway->getForm('CreateClientExpense'); $validForm = $form->isValid($this->_request->getParams()); // Check the form for validity if (!$validForm) { $return['formErrors'] = $form->getMessages(); } else { $formData = $form->getValues(); $formData['client_expense_payoffdate'] = $this->_dateFormatter->saveDateFormat($formData['client_expense_payoffdate'], $formData['altPayOffDate']); unset($formData['altPayOffDate']); $clientExpense = $clientExpenseGateway->create($formData); $clientExpenseId = $clientExpense->save(); $clientExpense = $clientExpenseGateway->fetchClientExpense($clientExpenseId); if (is_object($clientExpense)) { $clientExpense = $clientExpense->toArray(); } $clientExpense['client_expense_payoffdate'] = $this->_dateFormatter->viewDateFormat($clientExpense['client_expense_payoffdate']); $flashMessenger = $this->_helper->getHelper('FlashMessenger'); $flashMessenger->setNamespace('notifications')->addMessage('Client Expense Added'); $return = array('append' => array('target' => '#clientExpense', 'content' => $this->view->partial('partials/_clientExpenseRow.phtml', 'clients', $clientExpense)), 'refresh' => true); $return['callback'] = '$("#add-expense-dialog").dialog("close");'; } $this->_helper->json->sendJson($return); }
/** * Overview Index Action */ public function indexAction() { $financials = array(); if ($this->_request->getParam('id', null) === null) { $this->_redirect('/admin/clients/'); } $this->view->clientId = array('client_id' => $this->_request->id); //Fetch Client & Spouse Details $clientGateway = new Clients_Model_ClientGateway(); $clientContact = $clientGateway->fetchClient($this->_request->id); if (is_object($clientContact)) { $clientContact = $clientContact->toArray(); } $clientContact['client_dob'] = $this->_dateFormatter->viewDateFormat($clientContact['client_dob']); $clientSpouse = $clientGateway->fetchClientSpouse($this->_request->id); if (is_object($clientSpouse)) { $clientSpouse = $clientSpouse->toArray(); } if ($clientSpouse) { $clientSpouse['client_dob'] = $this->_dateFormatter->viewDateFormat($clientSpouse['client_dob']); } //Calculate Asset Totals $clientAssetGateway = new Clients_Model_ClientAssetGateway(); $financials['assetsTotalEquity'] = $clientAssetGateway->calculateAssetsTotalEquity($this->_request->id); $financials['assetsTotalEquity'] = number_format($financials['assetsTotalEquity'], 2); //Calculate Investment Totals - Investments and Retirement Plans $clientInvestmentGateway = new Clients_Model_ClientInvestmentGateway(); $financials['investmentsTotal'] = $clientInvestmentGateway->calculateInvestmentsTotal($this->_request->id); $clientEmploymentGateway = new Clients_Model_ClientEmploymentGateway(); $financials['investmentsTotal'] += $clientEmploymentGateway->calculateRetirementPlanTotals($this->_request->id); $financials['investmentsTotal'] = number_format($financials['investmentsTotal'], 2); //Calculate Incomes Total $clientIncomeGateway = new Clients_Model_ClientIncomeGateway(); $incomeTotal = $clientIncomeGateway->calculateIncomeTotals($this->_request->id); $empIncomeTotal = $clientEmploymentGateway->calculateEmploymentIncomeTotal($this->_request->id); $financials['incomeTotal'] = $incomeTotal + $empIncomeTotal; $financials['incomeTotal'] = number_format($financials['incomeTotal'], 2); //Calculate Total Monthly Expenses $financials['mthlyExpenses'] = $clientEmploymentGateway->calculateRetirementMonthlyExpense($this->_request->id); $clientInsuranceGateway = new Clients_Model_ClientInsuranceGateway(); $financials['mthlyExpenses'] += $clientInsuranceGateway->calculateMonthlyInsuranceExpense($this->_request->id); $financials['mthlyExpenses'] += $clientAssetGateway->calculateAssetsTotalMonthlyExpense($this->_request->id); $financials['mthlyExpenses'] += $clientInvestmentGateway->calculateInvestmentsMonthlyExpense($this->_request->id); $clientExpenseGateway = new Clients_Model_ClientExpenseGateway(); $financials['mthlyExpenses'] += $clientExpenseGateway->calculateTotalMonthlyExpenses($this->_request->id); $financials['mthlyExpenses'] = number_format($financials['mthlyExpenses'], 2); //Calculate Total Accumulated Debt $financials['debtTotal'] = $clientExpenseGateway->calculateTotalAccumulatedExpenses($this->_request->id); $financials['debtTotal'] += $clientAssetGateway->calculateAssetsTotalDebt($this->_request->id); $financials['debtTotal'] = number_format($financials['debtTotal'], 2); //Calculate Emergency Funds $financials['emergencyFunds'] = $clientAssetGateway->calculateAssetEmergencyFunds($this->_request->id); $financials['emergencyFunds'] = $clientInvestmentGateway->calculateInvestmentEmergencyFunds($this->_request->id); $financials['emergencyFunds'] = number_format($financials['emergencyFunds'], 2); $request = Zend_Controller_Front::getInstance()->getRequest(); $this->view->module = $request->getModuleName(); $this->view->controller = $request->getControllerName(); $this->view->clientContact = $clientContact; $this->view->clientSpouse = $clientSpouse; $this->view->financials = $financials; }