/** * Deletes an existing Application model. * If deletion is successful, the browser will be redirected to the 'index' page. * @param integer $id * @return mixed */ public function actionCheckPoint($id_app_task_checkpoint) { $model = AppTaskCheckpoint::findOne($id_app_task_checkpoint); if (Yii::$app->request->post()) { $model->status = true; $model->save(false); if ($model->save(false)) { if ($model->id_app_task_checkpoint_type == DictTask::LINE_IS_SET_UP) { //对line-setup的checkout操作 //active log.checkout line-setup Active::operationLog($model->appTask->id_application, [Yii::$app->user->getIdentity()->first_name, Yii::$app->user->getIdentity()->last_name, DictTask::$taskType[DictTask::TYPE_LINE_SETUP], ''], DictActive::USER_UPDATE_TASK, Yii::$app->user->getIdentity()->id); } else { //其余三个都是application-review的checkout foreach (DictTask::$checkPointType as $key => $val) { switch ($model->id_app_task_checkpoint_type) { //active log.checkout application-review case $key: Active::operationLog($model->appTask->id_application, [Yii::$app->user->getIdentity()->first_name, Yii::$app->user->getIdentity()->last_name, DictTask::$checkPointType[$model->id_app_task_checkpoint_type], DictTask::$taskType[DictTask::TYPE_APPLICATION_REVIEW]], DictActive::USER_REVIEWD_CHECK_POINT, Yii::$app->user->getIdentity()->id); } } } } return $this->redirect(AppTask::getSectionsUrl($model->appTask)); } return $this->renderAjax('check_point', ['model' => $model]); }
function actionIndex($id_application) { //$id_app_owner_task actually is $id_application //$model = AppOwnerTask::findOne($id_app_owner_task); $UploadModel = new AppDocument(); if (Yii::$app->request->isPost) { $type = intval(Yii::$app->request->post()['AppDocument']['id_document_type']); //$result = Upload::getFileUpload($id_application, $id_application, $type); $result = Upload::uploadFileByApplication($id_application, $_FILES['AppDocument']['tmp_name']['path'], $_FILES['AppDocument']['name']['path'], $type); //$model->appTask->id_application if (!empty($result)) { //delete the same file before upload a new one /* $app_document = AppDocument::find()->andWhere(['id_application' => $id_application,'name' => $result['file_name'],'id_document_type' => $type])->one(); if (!empty($app_document)) { $app_document->delete = 1; $app_document->save(); } $UploadModel->id_application = $id_application; $UploadModel->path = $result['url']; $UploadModel->name = $result['file_name']; $UploadModel->id_document_type = $type; $UploadModel->save(); */ //if ($UploadModel->save()) { //$id_app_owner_task actually is $id_application //active log (betterdebt upload documents file) foreach (DictDocument::$documentType as $key => $val) { switch ($type) { case $key: Active::operationLog($id_application, [Yii::$app->user->getIdentity()->first_name, Yii::$app->user->getIdentity()->last_name, DictDocument::$documentType[$type]], DictActive::USER_UPLOAD_FILE, Yii::$app->user->getIdentity()->id); break; } } echo "<script text='javascript'>alert('Upload Success!');history.go(-1) </script>"; } else { echo "<script text='javascript'>alert('Failed,Please try again!');history.go(-1) </script>"; } //} } }
public function actionIndex($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) ? '' : $applicant]); }
public static function taskAssignTo($type, $id_application, $id_app_task, $owner_type, $app_task_type) { $user = static::findUserByApplication($id_application); switch ($owner_type) { case DictTask::OWNER_CLIENT: $to_user = $user['applicant']; break; case DictTask::OWNER_ADVISOR: $to_user = $user['advisor']; break; case DictTask::OWNER_SUPERNOVA: $to_user = $user['supernova']; break; } $template = 'taskNotification'; $subject = DictEmail::$emailType[$type]; //active before send email $old_user = Yii::$app->user->getIdentity(); Active::operationLog($id_application, [$old_user->first_name, $old_user->last_name, DictTask::$taskType[$app_task_type], $to_user->first_name, $to_user->last_name], DictActive::USER_ASIGN_TASK_TO, $old_user->id); return ['user' => $to_user, 'subject' => $subject, 'template' => $template, 'id_application' => $id_application, 'id_app_task' => $id_app_task, 'app_task_type' => $app_task_type]; }
public function actionSubmitEsign($id_app_task) { $model = AppTask::findOne($id_app_task); $application = $model->application; $appFormModel = $application->appForm; $appFormModel->load(Yii::$app->request->get()); $appFormModel->save(false); $appFormModel->setScenario('disclosures'); $status = $appFormModel->validate(true); AppFormStatus::changeStatus($application->id_application, 4, $status); //检查AppForm所有项是否正确填写 $result = $application->checkAppForm(); if (Yii::$app->request->post()) { // docusign $result_docusign = SendDocuSign::appForm($application->id_application); // Finish Task AppTask::taskFinish($id_app_task); //active log. client submit app-form Active::operationLog($application->id_application, [Yii::$app->user->getIdentity()->first_name, Yii::$app->user->getIdentity()->last_name, 'submitted', DictTask::$taskType[DictTask::TYPE_APPLICATION_FORM]], DictActive::USER_FINISH_TASK, Yii::$app->user->getIdentity()->id); //find user $res = SendEmail::findUserByApplication($application->id_application); //active log. system create task sing-app-form and assign to client/advisor Active::operationLog($application->id_application, [DictTask::$taskType[DictTask::TYPE_SIGN_APPLICATION_FORM], $res['advisor']->first_name, $res['advisor']->last_name], DictActive::SYSTEM_CREATE_TASK_TO_USER, 0); //system assign to advisor Active::operationLog($application->id_application, [DictTask::$taskType[DictTask::TYPE_SIGN_APPLICATION_FORM], $res['applicant']->first_name, $res['applicant']->last_name], DictActive::SYSTEM_CREATE_TASK_TO_USER, 0); //system assign to client if (!is_null($res['co_applicant'])) { Active::operationLog($application->id_application, [DictTask::$taskType[DictTask::TYPE_SIGN_APPLICATION_FORM], $res['co_applicant']->first_name, $res['co_applicant']->last_name], DictActive::SYSTEM_CREATE_TASK_TO_USER, 0); //system assign to co_client } //active log. system send docusign task email to user Active::operationLog($application->id_application, [DictTask::$taskType[DictTask::TYPE_APPLICATION_FORM], $res['advisor']->first_name, $res['advisor']->last_name], DictActive::SYSTEM_SEND_DOCUSIGN_EMAIL, 0); //system send docusign email to advisor Active::operationLog($application->id_application, [DictTask::$taskType[DictTask::TYPE_APPLICATION_FORM], $res['applicant']->first_name, $res['applicant']->last_name], DictActive::SYSTEM_SEND_DOCUSIGN_EMAIL, 0); //system send docusign email to client //active log. system create task supplemental-materials and assign to advisor Active::operationLog($application->id_application, [DictTask::$taskType[DictTask::TYPE_SUPPLEMENTAL_MATERIALS], $res['advisor']->first_name, $res['advisor']->last_name], DictActive::SYSTEM_CREATE_TASK_TO_USER, 0); //System send email new task “Supplemental materials Notification” to client SendEmail::email(DictEmail::EMAIL_TASK_NOTIFICATION, [DictTask::TYPE_SUPPLEMENTAL_MATERIALS, $application->id_application, $id_app_task + 2]); //id_app_task_type:1(app-form);0:表示没有传递id_app_task if ($this->user->id_user_role == Dict::USER_ROLE_CLIENT) { return $this->redirect(['/loan/application']); } else { return $this->redirect(['/application/view', 'id' => $application->id_application]); } } return $this->renderAjax('submit_esign', ['model' => $model, 'result' => $result]); }
public function actionIndex($id_app_task) { $model = AppTask::findOne($id_app_task); // loan $loan = Loan::find()->where(['id_application' => $model->id_application])->one(); // application $application = Application::findOne($model->id_application); // applicants $app_applicants = $application->appApplicants; $applicants = []; foreach ($app_applicants as $val) { $applicants[] = $val->first_name; } // advisors $advisors = []; foreach ($model->application->advisors as $advisor) { if (isset($advisor->user)) { $advisors[] = $advisor->user->first_name; } } // 读取所以检查项 $checkPointsData = AppTaskCheckpoint::find()->where(['id_app_task' => $id_app_task])->all(); $checkPoints = []; $check_ctrl = true; foreach ($checkPointsData as $val) { $checkPoints[$val['id_app_task_checkpoint_type']] = $val; } if ($application->have_existing_loan) { $check_ctrl = $checkPoints[4]->status && $checkPoints[5]->status ? true : false; } else { $check_ctrl = $checkPoints[4]->status ? true : false; } if (Yii::$app->request->post()) { $loanModel = Loan::find()->andWhere(['id_application' => $model->id_application])->one(); $loanModel->status = 1; $loanModel->save(); if (AppTask::taskFinish($id_app_task)) { //active log.loan officer finished the task line set-up Active::operationLog($model->id_application, [Yii::$app->user->getIdentity()->first_name, Yii::$app->user->getIdentity()->last_name, 'finished', DictTask::$taskType[DictTask::TYPE_LINE_SETUP]], DictActive::USER_FINISH_TASK, Yii::$app->user->getIdentity()->id); } // 拷贝 form/financial info/LOC Disbursement $app_form = AppForm::find()->andWhere(['id_application' => $model->id_application])->one(); $LoanBankAcount = new LoanBankAcount(); $LoanBankAcount->account_type = 1; $LoanBankAcount->id_loan = $loanModel->id_loan; $LoanBankAcount->bank_name = $app_form->bank_name; $LoanBankAcount->routing_number = $app_form->routing_number; $LoanBankAcount->account_name = $app_form->account_name; $LoanBankAcount->account_number = $app_form->account_number; $LoanBankAcount->save(); // 拷贝 collateral_data 数据 LineAccount::copyData($model->id_application, $loanModel->id_loan); CollateralAccount::copyData($model->id_application, $loanModel->id_loan); //send loan approval email to client and cc to advisor(email($email_type,[$task_type,$id_app_task,$loan])) $res = SendEmail::email(DictEmail::EMAIL_LETTER_ABOUT_LINE, [DictEmail::LETTER_TASK_LOAN_APPROVAL, $id_app_task, $loan]); if ($res) { //active log.system sent an email 'Your Line is Live' to client and advisor //判断是否有两个client参与 $user = SendEmail::findUserByApplication($model->id_application); if (is_null($user['co_applicant'])) { Active::operationLog($model->id_application, [$user['applicant']->first_name, $user['applicant']->last_name, '', $user['advisor']->first_name, $user['advisor']->last_name], DictActive::SYSTEM_SEND_LINE_ALIVE_LETTER, 0); } else { Active::operationLog($model->id_application, [$user['applicant']->first_name, $user['applicant']->last_name, ',' . $user['co_applicant']->first_name . ' ' . $user['co_applicant']->last_name, $user['advisor']->first_name, $user['advisor']->last_name], DictActive::SYSTEM_SEND_LINE_ALIVE_LETTER, 0); } } //active log.system closed the application Active::operationLog($model->id_application, [], DictActive::SYSTEM_CLOSED_THE_APPLICATION, 0); // collateral_data 拷贝 Line $application = Application::findOne($model->id_application); $application->id_application_status = DictApplication::STATUS_CLOSED; $application->save(false); return $this->redirect(['/application/view', 'id' => $model->id_application]); } return $this->render('index', ['model' => $model, 'application' => $application, 'loan' => $loan, 'applicants' => $applicants, 'advisors' => $advisors, 'checkPoints' => $checkPoints, 'check_ctrl' => $check_ctrl]); }
/** * Deletes an existing Application model. * If deletion is successful, the browser will be redirected to the 'index' page. * @param integer $id * @return mixed */ public function actionIndex() { $documents_type = ['app_form.pdf' => DictDocument::TYPE_APPLICATION_FORM, 'loan_agreements.pdf' => DictDocument::TYPE_LINE_AGREEMENT, 'g3.pdf' => DictDocument::TYPE_G3, 'w9.pdf' => DictDocument::TYPE_W9]; // log Yii::getLogger()->log(date("Y-m-d h:i:s", time()) . ' - 开始一次定时任务', Logger::LEVEL_ERROR); $dir = Yii::$app->params['outpdfPath']; $envelopes_data = DocusignRecipient::find()->andWhere(['status' => 0])->all(); $envelopes = []; foreach ($envelopes_data as $val) { $envelopes[] = $val->id_envelope; } $envelopes = array_unique($envelopes); if (count($envelopes) > 0) { // DocuSign $client = new DocuSign_Client(); $service = new DocuSign_StatusService($client); // Status foreach ($envelopes as $id_envelope) { $response = $service->status->getRecipientsStatus($id_envelope); $signers = $response->signers; foreach ($signers as $val) { if ($val->status == 'completed') { // DocusignRecipient $recipient = DocusignRecipient::find()->andWhere(['email' => $val->email, 'id_envelope' => $id_envelope])->one(); $user = User::findOne($recipient->id_user); if (isset($recipient) && isset($user) && $recipient->status == 0) { // 获取在线文件 $task = AppTask::findOne($recipient->id_app_task); //active log after E-signed documents switch ($task->id_app_task_type) { case DictTask::TYPE_SIGN_APPLICATION_FORM: Active::operationLog($recipient->id_application, [$user->first_name, $user->last_name, DictTask::$taskType[DictTask::TYPE_APPLICATION_FORM]], DictActive::USER_DOCSIGNED_TASK, $user->id_user); break; case DictTask::TYPE_SIGN_AGREEMENTS: Active::operationLog($recipient->id_application, [$user->first_name, $user->last_name, DictTask::$taskType[DictTask::TYPE_LINE_AGREEMENTS]], DictActive::USER_DOCSIGNED_TASK, $user->id_user); break; } $service_document = new DocuSign_EnvelopeService($client); $document_all = $service_document->envelope->getEnvelopeDocuments($id_envelope); foreach ($document_all->envelopeDocuments as $document) { if ($document->type == 'content') { Yii::getLogger()->log(date("Y-m-d h:i:s", time()) . ' - 将' . $user->first_name . '.' . $user->last_name . '(id_user:'******')' . '-的签名改为已完成-' . $id_envelope, Logger::LEVEL_ERROR); $file = $dir . $recipient->id_application . '_' . $document->name; // 删除旧文件 if (file_exists($file)) { unlink($file); } // 读取 Docusign 新文件 $content = $service_document->envelope->getEnvelopeDocuments($id_envelope, $document->documentId); // 写入文件 $fp = @fopen($file, 'a'); fwrite($fp, $content); fclose($fp); // 上传 document $id_document_type = $documents_type[$document->name]; $result = Upload::uploadFileByApplication($recipient->id_application, $file, $document->name, $id_document_type); if ($result) { //delete local file $outpdf_file = $dir . $recipient->id_application . '_' . $document->name; if (file_exists($outpdf_file)) { unlink($outpdf_file); } //active log (0:present send by System) foreach (DictDocument::$documentType as $key => $val) { switch ($id_document_type) { case $key: Active::operationLog($recipient->id_application, [$val], DictActive::SYSTEM_UPDATED_TASK_WITH_SIGNATURE, 0); break; } } } } } // 变更 DocusignRecipient Status $recipient->status = 1; $recipient->save(false); // 变更 Task Status Yii::getLogger()->log(date("Y-m-d h:i:s", time()) . ' - 变更 task status (id_app_task:' . $recipient->id_app_task . ')', Logger::LEVEL_ERROR); if (AppTask::taskFinish($recipient->id_app_task)) { //再次查询task (finish之后的appTask,每次子task完成之后会相应的改变父类task的status) $after_task = AppTask::findOne($recipient->id_app_task); $parent_status = $after_task->parent->status; if ($parent_status == DictTask::STATUS_FINISH) { //find user $user = SendEmail::findUserByApplication($recipient->id_application); if ($after_task->parent->id_app_task_type == DictTask::TYPE_SIGN_APPLICATION_FORM_BOX) { //system created a task 'Review Application' to loan officer Active::operationLog($recipient->id_application, [DictTask::$taskType[DictTask::TYPE_APPLICATION_REVIEW], $user['supernova']->first_name, $user['supernova']->last_name], DictActive::SYSTEM_CREATE_TASK_TO_USER, 0); //send email to supernova start task Application Review SendEmail::email(DictEmail::EMAIL_TASK_NOTIFICATION, [DictTask::TYPE_APPLICATION_REVIEW, $recipient->id_application, $after_task->parent->id_app_task, DictTask::DOCUSIGN_NOTIFICATION]); } elseif ($after_task->parent->id_app_task_type == DictTask::TYPE_SIGN_AGREEMENTS_BOX) { //active log.system closed the task 'line Agreement' Active::operationLog($recipient->id_application, [DictTask::$taskType[DictTask::TYPE_LINE_AGREEMENTS]], DictActive::SYSTEM_CLOSED_TASK, 0); //active log. system create task line set-up and assign to client/advisor Active::operationLog($recipient->id_application, [DictTask::$taskType[DictTask::TYPE_LINE_SETUP], $user['supernova']->first_name, $user['supernova']->last_name], DictActive::SYSTEM_CREATE_TASK_TO_USER, 0); //system created task line-setup //send email to supernova start task Line Setup SendEmail::email(DictEmail::EMAIL_TASK_NOTIFICATION, [DictTask::TYPE_LINE_SETUP, $recipient->id_application, $after_task->parent->id_app_task, DictTask::DOCUSIGN_NOTIFICATION]); } } } } } } } } Yii::getLogger()->log(date("Y-m-d h:i:s", time()) . ' - 完成 ---------------------', Logger::LEVEL_ERROR); }
public function getActives() { return $this->hasMany(Active::className(), ['id_application' => 'id_application']); }
public function actionChange($id_application, $id_user, $id_user_role) { $model = Application::findOne($id_application); $users = $model->users; $roles = [Dict::USER_ROLE_BETTERDEBT => 'Loan Officer', Dict::USER_ROLE_ADVISOR => 'Advisor', Dict::USER_ROLE_CLIENT => 'Client']; $user = User::find()->where(['id_user' => $id_user])->one(); $userName = $user['first_name'] . " " . $user['last_name']; $userRole = $roles[$user->id_user_role]; if (Yii::$app->request->post()) { $oldPrimaryAdvisor = $model->primaryAdvisor; $id_oldAdvisor = $oldPrimaryAdvisor['id_user']; $oldPrimarySupernova = $model->primarySupernova; $id_oldSupernova = $oldPrimarySupernova['id_user']; if ($id_user_role == Dict::USER_ROLE_ADVISOR) { $id_newAdvisor = $id_user; $id_newSupernova = $id_oldSupernova; //active. Active::operationLog($id_application, [Yii::$app->user->getIdentity()->first_name, Yii::$app->user->getIdentity()->last_name, 'advisor', $oldPrimaryAdvisor['first_name'], $oldPrimaryAdvisor['last_name'], $user['first_name'], $user['last_name']], DictActive::CHANGE_PRIMARY_USER, Yii::$app->user->getIdentity()->id_user); } elseif ($id_user_role == Dict::USER_ROLE_BETTERDEBT) { $id_newAdvisor = $id_oldAdvisor; $id_newSupernova = $id_user; Active::operationLog($id_application, [Yii::$app->user->getIdentity()->first_name, Yii::$app->user->getIdentity()->last_name, 'loan officer', $oldPrimarySupernova['first_name'], $oldPrimarySupernova['last_name'], $user['first_name'], $user['last_name']], DictActive::CHANGE_PRIMARY_USER, Yii::$app->user->getIdentity()->id_user); } $model->changePrimaryAdvisor($id_oldAdvisor, $id_newAdvisor, $id_application); $model->changePrimarySupernova($id_oldSupernova, $id_newSupernova, $id_application); return $this->redirect(['application/view', 'id' => $id_application]); } return $this->renderAjax('change_primary', ['id_application' => $id_application, 'id_user' => $id_user, 'id_user_role' => $id_user_role, 'model' => $model, 'userName' => $userName, 'userRole' => $userRole]); }
public static function operationLog($id_application, $params = [], $type, $id_user) { $model = new Active(); $model->id_application = $id_application; $model->id_user = $id_user; switch ($type) { case DictActive::CREATE_APPLICATION: $str = "%s %s created an application"; //user created an application(%s %s firstname lastname) break; case DictActive::SYSTEM_CREATE_TASK_TO_USER: $str = "System created a task '%s' to %s %s"; break; case DictActive::SYSTEM_ASIGN_TO: $str = "System assigned the task '%s' to %s %s"; break; case DictActive::SYSTEM_SEND_DOCUSIGN_EMAIL: //system sent a docusign 'Application Form' email to advisor $str = "System sent a Docusign '%s' email to %s %s"; break; case DictActive::USER_ASIGN_TASK_TO: $str = "%s %s assigned the task '%s' to %s %s"; break; case DictActive::USER_UPDATE_TASK: $str = "%s %s updated the task '%s' %s"; //user updated task taskname %s(on Basic Info) break; case DictActive::USER_FINISH_TASK: $str = "%s %s %s the task '%s'"; //user finished/submitted the task name break; case DictActive::SYSTEM_SEND_NOTIFICATION_EMAIL: $str = "System send a new task '%s' notification email to %s %s"; break; case DictActive::USER_DOCSIGNED_TASK: //user docusigned Application Form $str = "%s %s Docusigned the '%s'"; break; case DictActive::USER_UPLOAD_FILE: $str = "%s %s uploaded 1 file under '%s'"; break; case DictActive::USER_REMOVE_UPLOAD_FILE: $str = "%s %s removed 1 file %s from document '%s'"; break; case DictActive::USER_REVIEWD_CHECK_POINT: //loan officer reviewed Documents in the task 'Application Review' $str = "%s %s reviewed %s in the task '%s'"; break; case DictActive::APPROVED_APPLICATION: $str = "%s %s approved the application"; break; case DictActive::SYSTEM_SEND_APPROVAL_LETTER: $str = "System sent an email 'Application Approval Letter' to %s %s %s and %s %s"; //(%s(applicant_firstname), %s(applicant_lastname), %s (,co_applicant_firstname.co_applicant_firstname)) break; case DictActive::SYSTEM_GENERATED_LINE_AGREEMENTS: $str = "System generated all the Line Agreements"; break; case DictActive::SYSTEM_UPDATED_TASK_WITH_SIGNATURE: //about docusign $str = "System updated the %s with signature"; break; case DictActive::SYSTEM_CLOSED_TASK: $str = "System closed the task '%s'"; break; case DictActive::USER_UPLOADED_WET_SIGNED_FILE: //client uploaded wetsigned app-form $str = "%s %s uploaded wetsigned %s"; break; case DictActive::SYSTEM_SEND_LINE_ALIVE_LETTER: $str = "System sent an email 'Your BriteLine is Live' to %s %s %s and %s %s"; break; case DictActive::SYSTEM_CLOSED_THE_APPLICATION: $str = "System closed the application"; break; case DictActive::CHANGE_PRIMARY_USER: //advisor1 changed the primary supernova/advisor from advisor1 to advisor2 $str = "%s %s changed the primary %s from %s %s to %s %s"; break; } eval('$str = sprintf($str,\'' . implode('\',\'', $params) . '\');'); $model->description = $str; return $model->save(false); }
public function actionClose($id_application, $id_app_task_type_close, $id_app_task_type_open) { if (Yii::$app->request->isPost) { $app_tasks = AppTask::getTaskByType($id_application, $id_app_task_type_close); foreach ($app_tasks as $task) { // 关闭签名信封 $result = DocusignRecipient::find()->where(['id_app_task' => $task->id_app_task])->one(); $result->delete = Dict::DELETE_YES; $result->save(false); //active log .close task Active::operationLog($id_application, [DictTask::$taskType[DictTask::TYPE_APPLICATION_FORM]], DictActive::SYSTEM_CLOSED_TASK, 0); //delete local file $outpdf_file = Yii::$app->params['outpdfPath'] . $id_application . '_app_form.pdf'; if (file_exists($outpdf_file)) { unlink($outpdf_file); } } $id_app_task_type_close_box = 0; if (DictTask::TYPE_SIGN_APPLICATION_FORM == $id_app_task_type_close) { $id_app_task_type_close_box = DictTask::TYPE_SIGN_APPLICATION_FORM_BOX; } else { if (DictTask::TYPE_SIGN_AGREEMENTS == $id_app_task_type_close) { $id_app_task_type_close_box = DictTask::TYPE_SIGN_AGREEMENTS_BOX; } } $task_e_sign_box = AppTask::find(false)->andWhere(['id_application' => $id_application, 'id_app_task_type' => $id_app_task_type_close_box])->one(); AppTask::close($task_e_sign_box->id_app_task); $task_wet_sign = AppTask::find(false)->andWhere(['id_application' => $id_application, 'id_app_task_type' => $id_app_task_type_open])->one(); $task_wet_sign->active = DictTask::ACTIVE; $task_wet_sign->delete = Dict::DELETE_NOT; $task_wet_sign->save(); $task_wet_sign->nextStart($task_wet_sign->id_app_task); //id_app_task_type:1(app-form);0:表示没有传递id_app_task SendEmail::email(DictEmail::EMAIL_TASK_NOTIFICATION, [$id_app_task_type_open, $id_application, 0]); return $this->redirect(['application/view', 'id' => $id_application]); } return $this->renderAjax('close', ['id_application' => $id_application, 'id_app_task_type_close' => $id_app_task_type_close, 'id_app_task_type_open' => $id_app_task_type_open]); }
public function actionRemove($id, $id_app_task) { $model = AppTask::findOne($id_app_task); $UploadModel = AppDocument::findOne($id); $UploadModel->delete = 1; if ($UploadModel->save()) { //active log6 (client remove file from supplementalinformation) $type = $UploadModel->id_document_type; foreach (DictDocument::$documentType as $key => $val) { switch ($type) { case $key: Active::operationLog($model->id_application, [Yii::$app->user->getIdentity()->first_name, Yii::$app->user->getIdentity()->last_name, $UploadModel->name, DictDocument::$documentType[$type]], DictActive::USER_REMOVE_UPLOAD_FILE, Yii::$app->user->getIdentity()->id); break; } } } //delete from s3 // Upload::removeFile($UploadModel->name,$this->user->id,$UploadModel->id_document_type); //delete form local $type = $UploadModel->id_document_type; foreach (DictDocument::$documentPath as $key => $value) { switch ($type) { case $key: $fileName = $value; break; } } $file = Yii::getAlias('@frontend') . '/web/uploads/' . $fileName . $this->user->id . '/' . $UploadModel->name; if (file_exists($file)) { unlink($file); } return $this->redirect(['task-supplemental-information/index', 'id_app_task' => $id_app_task]); }
public function actionUploadWebSigned($id_app_task) { $model = AppTask::findOne($id_app_task); $UploadModel = new AppDocument(); if (Yii::$app->request->post()) { //upload signed file // $type = intval(Yii::$app->request->get('type')); $type = intval(Yii::$app->request->post()['AppDocument']['id_document_type']); //$result = Upload::getFileUpload($id_app_task, $model->id_application, $type); $result = Upload::uploadFileByApplication($model->id_application, $_FILES['AppDocument']['tmp_name']['path'], $_FILES['AppDocument']['name']['path'], $type, 1); if (!empty($result)) { //delete local file(in file outpdf) switch ($type) { case 5: $outpdf_file = Yii::getAlias('@frontend') . "/web/outpdf/" . $model->id_application . '_loan_agreements.pdf'; if (file_exists($outpdf_file)) { unlink($outpdf_file); } break; case 6: $outpdf_file = Yii::getAlias('@frontend') . "/web/outpdf/" . $model->id_application . '_g3.pdf'; if (file_exists($outpdf_file)) { unlink($outpdf_file); } break; case 7: $outpdf_file = Yii::getAlias('@frontend') . "/web/outpdf/" . $model->id_application . '_w9.pdf'; if (file_exists($outpdf_file)) { unlink($outpdf_file); } break; } //delete control file $collateral_account = AppFormCollateralAccount::find()->andWhere(['id_application' => $model->id_application])->one(); $outpdf_file = Yii::getAlias('@frontend') . "/web/outpdf/" . $model->id_application . '_control_agreement_schwab_' . $collateral_account['account_number'] . '.pdf'; if (file_exists($outpdf_file)) { unlink($outpdf_file); } //active log (supernova upload line-agreements file) foreach (DictDocument::$documentType as $key => $val) { switch ($type) { case $key: Active::operationLog($model->id_application, [Yii::$app->user->getIdentity()->first_name, Yii::$app->user->getIdentity()->last_name, DictDocument::$documentType[$type]], DictActive::USER_UPLOADED_WET_SIGNED_FILE, Yii::$app->user->getIdentity()->id); break; } } //render to index(exit submit) return $this->redirect(['task-agreements/index', 'id_app_task' => $id_app_task]); //delete the same file before upload a new one /* $app_document = AppDocument::find()->andWhere(['id_application' => $model->id_application,'name' => $result['file_name'],'id_document_type' => $type])->one(); if (!empty($app_document)) { $app_document->delete = Dict::DELETE_YES; $app_document->save(); } $UploadModel->id_application = $model->id_application; $UploadModel->path = $result['url']; $UploadModel->name = $result['file_name']; $UploadModel->id_document_type = $type; $UploadModel->source = 1; $UploadModel->save(); */ } //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); } //find the latest one by document type and id_application $loanAgreements = AppDocument::find()->andWhere(['id_document_type' => DictDocument::TYPE_LINE_AGREEMENT, 'id_application' => $model->id_application])->orderBy(['id_app_document' => SORT_DESC])->one(); $g3 = AppDocument::find()->andWhere(['id_document_type' => DictDocument::TYPE_G3, 'id_application' => $model->id_application])->orderBy(['id_app_document' => SORT_DESC])->one(); $w9 = AppDocument::find()->andWhere(['id_document_type' => DictDocument::TYPE_W9, 'id_application' => $model->id_application])->orderBy(['id_app_document' => SORT_DESC])->one(); // check $finished_ctrl = true; if ($loanAgreements->source == 1 && $g3->source == 1 && $w9->source == 1) { $finished_ctrl = true; } else { $finished_ctrl = false; } return $this->render('index', ['model' => $model, 'UploadModel' => $UploadModel, 'loanAgreements' => $loanAgreements, 'g3' => $g3, 'w9' => $w9, 'finished_ctrl' => $finished_ctrl]); }