/**
* @return Response
*/
public function createAction()
{
/** @var User $ria */
$ria = $this->getUser();
$em = $this->container->get('doctrine.orm.entity_manager');
$riaCompanyInfo = $em->getRepository('WealthbotRiaBundle:RiaCompanyInformation')->findOneBy(array('ria_user_id' => $ria->getId()));
if ($riaCompanyInfo->getPortfolioProcessing() == RiaCompanyInformation::PORTFOLIO_PROCESSING_STRAIGHT_THROUGH && $ria->getBillingSpecs()->count() > 0) {
return new Response(array('error' => 'can\'t add more than one for straight portfolio processing'), 400);
}
$billingSpec = new BillingSpec();
//Need to separate fields in subform
$formType = new BillingSpecFormType();
$data = $this->getRequest()->get($formType->getName());
$billingSpec->setType($data['type']);
$form = $this->createForm($formType, $billingSpec);
$form->bind($this->getRequest());
if ($form->isValid()) {
if ($riaCompanyInfo->getPortfolioProcessing() == RiaCompanyInformation::PORTFOLIO_PROCESSING_STRAIGHT_THROUGH) {
$billingSpec->setMaster(true);
}
$em = $this->getDoctrine()->getManager();
$billingSpec->setOwner($this->getUser());
$em->persist($billingSpec);
$em->flush();
return new Response();
} else {
$errors = new FormErrorBag($form);
return new Response($errors->toJson(), 400);
}
}
protected function getRiaUser()
{
$ria = new User();
$adminBillingSpec = new BillingSpec();
$adminBillingSpec->setName('Admin Billing Spec for RIA TEST');
$adminBillingSpec->addAppointedUser($ria);
$adminBillingSpec->setFees($this->returnAdminFees());
$adminBillingSpec->setMaster(true);
$adminBillingSpec->setType(BillingSpec::TYPE_TIER);
$adminBillingSpec->setMinimalFee(0);
$ria->setAppointedBillingSpec($adminBillingSpec);
return $ria;
}
protected function createAdminBillingSpec($name)
{
$fee = new Fee();
$fee->setFeeWithoutRetirement(500);
$spec = new BillingSpec();
$spec->setMaster(true);
$spec->setMinimalFee(300);
$spec->setName($name);
$spec->setOwner(null);
$spec->setType(BillingSpec::TYPE_FLAT);
$spec->setFees(array($fee));
$fee->setBillingSpec($spec);
$this->em->persist($spec);
$this->em->persist($fee);
return $spec;
}
function load(ObjectManager $manager)
{
/** @var User $riaUser */
$riaUser = $this->getReference('user-ria');
$billingSpec = new BillingSpec();
$billingSpec->setMaster(1);
$billingSpec->setName('Flat spec');
$billingSpec->setOwner($riaUser);
$billingSpec->setType(BillingSpec::TYPE_FLAT);
$billingSpec->setMinimalFee(35);
$manager->persist($billingSpec);
$this->setReference('ria-flat-spec', $billingSpec);
$billingSpec = new BillingSpec();
$billingSpec->setMaster(0);
$billingSpec->setName('Tier spec');
$billingSpec->setType(BillingSpec::TYPE_TIER);
$billingSpec->setOwner($riaUser);
$billingSpec->setMinimalFee(20);
$manager->persist($billingSpec);
$this->setReference('ria-tier-spec', $billingSpec);
$weboUserRia = $this->getReference('user-wealthbot-io-ria');
$billingSpec = new BillingSpec();
$billingSpec->setMaster(false);
$billingSpec->setName('Webo Flat Spec');
$billingSpec->setType(BillingSpec::TYPE_FLAT);
$billingSpec->setOwner($weboUserRia);
$billingSpec->setMinimalFee(10);
$manager->persist($billingSpec);
$this->setReference('wealthbot-ria-flat-spec', $billingSpec);
$billingSpec = new BillingSpec();
$billingSpec->setMaster(true);
$billingSpec->setName('Webo Tier Spec');
$billingSpec->setType(BillingSpec::TYPE_TIER);
$billingSpec->setOwner($weboUserRia);
$billingSpec->setMinimalFee(20);
$manager->persist($billingSpec);
$this->setReference('wealthbot-ria-tier-spec', $billingSpec);
$manager->flush();
/** @var User $client */
$client = $this->getReference('clientN1');
$client->setAppointedBillingSpec($billingSpec);
/** @var User $client */
$client = $this->getReference('clientN2');
$client->setAppointedBillingSpec($this->getReference('wealthbot-ria-flat-spec'));
/** @var User $client */
$client = $this->getReference('clientN3');
$client->setAppointedBillingSpec($this->getReference('wealthbot-ria-tier-spec'));
/** @var User $client */
$client = $this->getReference('clientN4');
$client->setAppointedBillingSpec($this->getReference('wealthbot-ria-tier-spec'));
$manager->flush();
}
/**
* Create default Admin Spec for RIA
*
* @param User $ria
* @return BillingSpec
*/
public function initDefaultAdminSpec(User $ria)
{
$billingSpec = new BillingSpec();
$billingSpec->setType(BillingSpec::TYPE_TIER);
$billingSpec->setName('Admin spec for ' . $ria->getRiaCompanyInformation()->getName());
$billingSpec->addAppointedUser($ria);
$billingSpec->setMinimalFee(0.0);
return $billingSpec;
}
private function createAdminFees(ObjectManager $manager, User $adminUser)
{
$fees = array(array('fee_with_retirement' => 0.004, 'fee_without_retirement' => 0.0025, 'tier_top' => Fee::INFINITY));
$adminBillingSpec = new BillingSpec();
$adminBillingSpec->setName('Admin Billing Spec for new RIA');
$adminBillingSpec->setMinimalFee(0);
$adminBillingSpec->setType(BillingSpec::TYPE_TIER);
$adminBillingSpec->setMaster(true);
$adminBillingSpec->setOwner(null);
foreach ($fees as $feeRow) {
$fee = new Fee();
$fee->setFeeWithRetirement($feeRow['fee_with_retirement']);
$fee->setFeeWithoutRetirement($feeRow['fee_without_retirement']);
$fee->setTierTop($feeRow['tier_top']);
$adminBillingSpec->addFee($fee);
}
$manager->persist($adminBillingSpec);
}
