public function hasDeleteAccess(User $user, ClientActivitySummary $activitySummary)
{
if ($user->hasRole('ROLE_RIA') && $activitySummary->getClient()->getRia()->getId() == $user->getId()) {
return true;
}
return false;
}
/**
* Get All History for Ria Clients Query
*
* @param User $ria
* @return \Doctrine\ORM\QueryBuilder
*/
public function findHistoryForRiaClientsQuery(User $ria, $filters = array())
{
$qb = $this->createQueryBuilder('cpv')->leftJoin('cpv.clientPortfolio', 'cp')->leftJoin('cp.client', 'c')->leftJoin('c.profile', 'p')->leftJoin('c.groups', 'cg')->leftJoin('cp.portfolio', 'po')->leftJoin('p.ria', 'r')->leftJoin('r.riaCompanyInformation', 'rci')->where('p.ria_user_id = :riaId')->setParameter('riaId', $ria->getId());
if (!empty($filters)) {
if (isset($filters['client_id']) && $filters['client_id']) {
$qb->andWhere('c.id = :clientId')->setParameter('clientId', $filters['client_id']);
} elseif (isset($filters['client']) && $filters['client']) {
$name = explode(',', $filters['client']);
$lname = trim($name[0]);
$fname = isset($name[1]) && $name[1] ? trim($name[1]) : null;
if ($fname) {
$qb->andWhere('p.last_name = :lname AND p.first_name LIKE :fname')->setParameter('lname', $lname)->setParameter('fname', '%' . $fname . '%');
} else {
$qb->andWhere('p.last_name LIKE :searchStr OR p.first_name LIKE :searchStr')->setParameter('searchStr', '%' . $lname . '%');
}
}
if (isset($filters['date_from']) && $filters['date_from']) {
$date = \DateTime::createFromFormat('m-d-Y', $filters['date_from']);
$qb->andWhere('cpv.date >= :dateFrom')->setParameter('dateFrom', $date->format('Y-m-d'));
}
if (isset($filters['date_to']) && $filters['date_to']) {
$date = \DateTime::createFromFormat('m-d-Y', $filters['date_to']);
$qb->andWhere('cpv.date <= :dateTo')->setParameter('dateTo', $date->format('Y-m-d'));
}
if (isset($filters['set_id']) && $filters['set_id']) {
$qb->andWhere('cg.id = :group')->setParameter('group', $filters['set_id']);
}
}
return $qb;
}
private function getExistDocuments(User $user)
{
$documents = array();
foreach ($user->getUserDocuments() as $document) {
$documents[$document->getType()] = $document;
}
return $documents;
}
public function sendConfirmationEmailMessage(User $user)
{
$template = $this->parameters['template']['confirmation'];
$url = 'some url';
//$this->router->generate('fos_user_registration_confirm', array('token' => $user->getConfirmationToken()), true);
$context = array('user' => $user, 'confirmationUrl' => $url);
$this->sendMessage($template, $context, $this->parameters['from_email']['confirmation'], $user->getEmail());
}
private function getOriginalFees(User $ria)
{
$originalFees = array();
foreach ($ria->getFees() as $fee) {
$originalFees[] = $fee;
}
return $originalFees;
}
public function __construct(User $client, $group = AccountGroup::GROUP_EMPLOYER_RETIREMENT, $validateAdditionalFields = true)
{
$this->client = $client;
$this->group = $group;
$this->isAllowRetirementPlan = $client->getProfile()->getRia()->getRiaCompanyInformation()->getIsAllowRetirementPlan();
$this->validateAdditionalFields = $validateAdditionalFields;
$this->contributionTypes = array('contributions' => 'Contributions', 'distributions' => 'Distributions', 'neither' => 'Neither');
}
public function __construct(User $client, EntityManager $em, $validateAdditionalFields = true)
{
$this->client = $client;
$this->em = $em;
$this->validateAdditionalFields = $validateAdditionalFields;
$riaCompanyInformation = $client->getProfile()->getRia()->getRiaCompanyInformation();
$this->isAllowRetirementPlan = $riaCompanyInformation->getIsAllowRetirementPlan();
}
/**
* 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;
}
/**
* @param User $client
* @param bool $isClientView
* @return array
*/
public function getAccountsForClient(User $client, $isClientView = false)
{
if ($isClientView) {
$accounts = $this->em->getRepository('WealthbotClientBundle:SystemAccount')->findByClientIdAndNotStatus($client->getId(), SystemAccount::STATUS_CLOSED);
} else {
$accounts = $client->getSystemAccounts()->toArray();
}
return $accounts;
}
public function sendAdvCopyEmailMessage(User $client)
{
$ria = $client->getProfile()->getRia();
$companyInformation = $ria->getRiaCompanyInformation();
$template = $this->parameters['template']['adv_copy'];
$context = array('client' => $client->getUsername(), 'company' => $companyInformation->getName());
$extension = pathinfo($companyInformation->getAdvCopy(), PATHINFO_EXTENSION);
$attachments = array('ADV Copy.' . $extension => $companyInformation->getWebAdvCopy());
$this->sendMessage($template, $context, $this->parameters['from_email']['adv_copy'], $client->getEmail(), $attachments);
}
public function __construct(User $client, array $systemAccounts = null)
{
if (null === $systemAccounts) {
$systemAccounts = $client->getSystemAccounts();
}
/** @var SystemAccount $systemAccount */
foreach ($systemAccounts as $systemAccount) {
$clientAccount = $systemAccount->getClientAccount();
$this->clientAccounts[$clientAccount->getId()] = $clientAccount->getSasCash();
}
}
public function getCashOnDate(User $user, \DateTime $date)
{
/** @var ClientAccount[] $accounts */
$accounts = $user->getClientAccounts();
$sum = 0;
foreach ($accounts as $account) {
$systemAccount = $account->getSystemAccount();
if ($systemAccount) {
$sum += $this->em->getRepository('WealthbotClientBundle:ClientAccountValue')->getFreeCashBeforeDate($systemAccount, $date);
}
}
return $sum;
}
/**
* Returns ria if he has risk questions and admin otherwise
*
* @param User $user
* @return User
*/
public function getQuestionsOwner(User $user)
{
if ($user->hasRole('ROLE_CLIENT')) {
$ria = $user->getRia();
} else {
$ria = $user;
}
$existQuestion = $this->findOneBy(array('owner_id' => $ria->getId()));
if ($existQuestion) {
return $ria;
}
return $this->_em->getRepository('WealthbotUserBundle:User')->getAdmin();
}
protected function sendEmailMessages(User $owner, $documentType, MailerInterface $mailer)
{
$userRepo = $this->em->getRepository('WealthbotUserBundle:User');
$clients = array();
if ($owner->hasRole('ROLE_RIA')) {
$clients = $userRepo->findClientsByRiaId($owner->getId());
}
foreach ($clients as $client) {
foreach ($client->getSlaveClients() as $slaveClient) {
$mailer->sendClientUpdatedDocumentsEmail($slaveClient, $documentType);
}
$mailer->sendClientUpdatedDocumentsEmail($client, $documentType);
}
}
private function setClientDocument(User $client, Document $document, $isClientNotified)
{
if (!$client->getUserDocuments()->contains($document)) {
$client->addUserDocument($document);
if ($isClientNotified) {
$this->mailer->sendClientRiaUploadedDocument($client);
}
$clientActivitySummary = new ClientActivitySummary();
$clientActivitySummary->setClient($client);
$clientActivitySummary->setDescription('Document Uploaded');
$clientActivitySummary->setDocument($document);
$client->addClientActivitySummary($clientActivitySummary);
$this->em->persist($client);
}
}
public function buildForm(FormBuilderInterface $builder, array $options)
{
$this->factory = $builder->getFormFactory();
if ($billingSpec = $this->user->getAppointedBillingSpec()) {
$fees = $billingSpec->getFees();
} else {
$fees = new ArrayCollection();
}
if (!$fees->count()) {
$fee = new Fee();
$fees[] = $fee;
}
$builder->add('fees', 'collection', array('type' => new FeeFormType($this->user), 'allow_add' => true, 'allow_delete' => true, 'prototype' => true, 'prototype_name' => '__name__', 'by_reference' => false, 'property_path' => false, 'data' => $fees))->add('minimum_billing_fee', 'number', array('precision' => 2, 'grouping' => true, 'required' => false));
$builder->addEventListener(FormEvents::BIND, array($this, 'onBind'));
}
public function saveDefaultConfiguration(User $user)
{
$configuration = null;
if ($user->hasRole('ROLE_RIA')) {
$configuration = $this->createRiaDefaultConfiguration($user);
} elseif ($user->hasRole('ROLE_CLIENT')) {
//TODO: next step
$configuration = null;
}
if ($configuration) {
$this->objectManager->persist($configuration);
$this->objectManager->flush();
}
return $configuration;
}
private function createQuestionnaireAnswers(ObjectManager $manager, User $clientUser)
{
$clientProfile = $clientUser->getProfile();
$answers = array();
for ($i = 1; $i <= 4; $i++) {
$answers[] = array('question' => $this->getReference('ria-risk-question-' . $i), 'data' => $this->getReference('ria-risk-answer-' . $i . '-1'));
}
$riskToleranceManager = new RiskToleranceManager($clientUser, $manager, $answers);
$riskToleranceManager->saveUserAnswers();
$suggestedPortfolio = $riskToleranceManager->getSuggestedPortfolio();
//$clientProfile->setSuggestedPortfolio($suggestedPortfolio);
$clientPortfolioManager = $this->container->get('wealthbot_client.client_portfolio.manager');
$clientPortfolioManager->proposePortfolio($clientUser, $suggestedPortfolio);
$manager->persist($clientProfile);
}
/**
* Get ria
*
* @return User
*/
public function getRia()
{
if ($this->user->hasRole('ROLE_CLIENT')) {
return $this->user->getRia();
}
return $this->user;
}
public function buildForm(FormBuilderInterface $builder, array $options)
{
foreach ($this->questions as $question) {
if ($question->getIsWithdrawAgeInput()) {
$builder->add('client_birth_date', 'date', array('widget' => 'text', 'pattern' => '{{ month }}-{{ day }}-{{ year }}', 'required' => true))->add('answer_' . $question->getId(), 'text', array('label' => $question->getTitle(), 'property_path' => false, 'required' => true, 'data' => $this->user->getProfile()->getWithdrawAge()));
} else {
$userAnswer = $this->em->getRepository('WealthbotClientBundle:ClientQuestionnaireAnswer')->createQueryBuilder('ua')->where('ua.client_id = :client_id AND ua.question_id = :question_id')->setParameters(array('client_id' => $this->user->getId(), 'question_id' => $question->getId()))->setMaxResults(1)->getQuery()->getOneOrNullResult();
$userAnswer = $userAnswer ? $userAnswer->getAnswer() : $userAnswer;
$builder->add('answer_' . $question->getId(), 'entity', array('class' => 'WealthbotRiaBundle:RiskAnswer', 'query_builder' => function (EntityRepository $er) use($question) {
return $er->createQueryBuilder('a')->where('a.risk_question_id = :question_id')->setParameter('question_id', $question->getId());
}, 'empty_value' => $userAnswer ? false : 'Choose an Option', 'property' => 'title', 'property_path' => false, 'required' => true, 'label' => $question->getTitle(), 'preferred_choices' => $userAnswer ? array($userAnswer) : array()));
}
}
if (!$this->isPreSave) {
$this->addOnBindValidator($builder);
}
}
/**
* Submit form process
*
* @param User $client
* @return bool
* @throws NotValidException
*/
public function process(User $client)
{
if ($this->request->isMethod('post')) {
$this->form->bind($this->request);
$accountsIds = $this->form->get('accounts_ids')->getData();
if (!is_array($accountsIds) || empty($accountsIds)) {
throw new NotValidException('Select accounts which you want to close.');
} elseif (!$this->repo->isClientAccounts($client->getId(), $accountsIds)) {
throw new NotValidException('You can not close this accounts.');
}
if ($this->form->isValid()) {
$this->onSuccess($client);
return true;
}
}
return false;
}
protected function updateTaxLossHarvesting(FormInterface $form, $subclassId, $withoutIds = array())
{
if ($this->user->hasRole('ROLE_RIA') && $this->user->getRiaCompanyInformation()->getIsTaxLossHarvesting() && (!$this->user->getRiaCompanyInformation()->getIsUseQualifiedModels() || $this->user->getRiaCompanyInformation()->getIsUseQualifiedModels() && !$this->isQualifiedModel)) {
/** @var $securityAssignmentRepo SecurityAssignmentRepository */
$securityAssignmentRepo = $this->em->getRepository('WealthbotAdminBundle:SecurityAssignment');
$securityQueryBuilder = $securityAssignmentRepo->getSecuritiesQBBySubclassIdAndWithoutSecuritiesIds($subclassId, $withoutIds);
$form->add($this->factory->createNamed('tax_loss_harvesting', 'entity', null, array('class' => 'WealthbotAdminBundle:SecurityAssignment', 'property' => 'security.name', 'empty_value' => 'Choose TLH Substitution', 'query_builder' => $securityQueryBuilder, 'attr' => empty($withoutIds) ? array('disabled' => 'disabled') : array(), 'required' => false)));
}
}
public function getPortfolioInformation(User $user, CeModelInterface $model, $isQualified = false)
{
if ($user->hasRole('ROLE_CLIENT')) {
$ria = $user->getRia();
} else {
$ria = $user;
}
$portfolioInformation = new PortfolioInformation();
$portfolioInformation->setUser($user);
$portfolioInformation->setModel($model);
$portfolioInformation->setIsQualifiedModel($isQualified);
$portfolioInformation->setFees($this->feeManager->getClientFees($ria));
if ($model->getOwner()->hasRole('ROLE_RIA')) {
$transactionCommissionFees = $this->em->getRepository('WealthbotAdminBundle:SecurityAssignment')->findMinAndMaxTransactionFeeForModel($model->getParentId());
$portfolioInformation->setTransactionCommissionFees(array_values($transactionCommissionFees));
}
return $portfolioInformation;
}
public function setUp()
{
$questions = array();
for ($i = 0; $i < 4; $i++) {
$question = new RiskQuestion();
$question->setTitle('Question ' . ($i + 1));
for ($j = 0; $j < 4; $j++) {
$answer = new RiskAnswer();
$answer->setTitle('Answer ' . ($i + 1) . ' - ' . ($j + 1));
$answer->setQuestion($question);
$answer->setPoint($j);
$question->addAnswer($answer);
}
$questions[] = $question;
}
$userAnswers = array();
foreach ($questions as $key => $question) {
$userAnswer = new ClientQuestionnaireAnswer();
$userAnswer->setQuestion($question);
$questionAnswers = $question->getAnswers();
$userAnswer->setAnswer($questionAnswers[$key]);
$userAnswers[] = $userAnswer;
}
$portfolio = new CeModel();
for ($i = 0; $i < 4; $i++) {
$modelMock = $this->getMock('Wealthbot\\AdminBundle\\Entity\\CeModel', array('getId'));
$modelMock->expects($this->any())->method('getId')->will($this->returnValue($i + 1));
$modelMock->setName('Model ' . ($i + 1));
$modelMock->setRiskRating($i + 1);
$portfolio->addChildren($modelMock);
}
$riaCompanyInformation = new RiaCompanyInformation();
$riaCompanyInformation->setPortfolioModel($portfolio);
$ria = new User();
$ria->setRoles(array('ROLE_RIA'));
$ria->setRiaCompanyInformation($riaCompanyInformation);
$userProfile = new Profile();
$userProfile->setRia($ria);
$user = new User();
$user->setRoles(array('ROLE_CLIENT'));
$user->setProfile($userProfile);
$this->riskTolerance = new RiskTolerance($user, $userAnswers);
}
private function createUser()
{
$adminUser = new User();
$adminUser->setUsername('webo');
$adminUser->setEmail('*****@*****.**');
$adminUser->setPlainPassword('weboDemo32');
$adminUser->setEnabled(true);
$adminUser->setRoles(array('ROLE_SUPER_ADMIN'));
return $adminUser;
}
protected function getExistsRatings($exclude)
{
$query = $this->em->getRepository('WealthbotAdminBundle:ModelRiskRating')->createQueryBuilder('mrr')->leftJoin('mrr.model', 'pm')->leftJoin('pm.parent', 'p')->where('mrr.owner_id = :owner_id')->andWhere('p.id = :parent_id')->setParameter('owner_id', $this->user->getId())->setParameter('parent_id', $this->thirdParty->getId())->getQuery();
$riaRiskRatings = $query->getResult();
$existsRatings = array();
foreach ($riaRiskRatings as $object) {
if ($object->getRating() != $exclude) {
$existsRatings[] = $object->getRating();
}
}
return $existsRatings;
}
/**
* Get primary applicant of account
*
* @return AccountOwnerInterface|null
*/
public function getPrimaryApplicant()
{
$owners = $this->getOwners();
if (!$this->client->isMarried() && array_key_exists(ClientAccountOwner::OWNER_TYPE_SELF, $owners)) {
return $owners[ClientAccountOwner::OWNER_TYPE_SELF];
}
$primaryApplicant = null;
if (array_key_exists(ClientAccountOwner::OWNER_TYPE_SELF, $owners)) {
$primaryApplicant = $owners[ClientAccountOwner::OWNER_TYPE_SELF];
} elseif (array_key_exists(ClientAccountOwner::OWNER_TYPE_SPOUSE, $owners)) {
$primaryApplicant = $owners[ClientAccountOwner::OWNER_TYPE_SPOUSE];
}
return $primaryApplicant;
}
public function createBill(User $user, $dateStr, ObjectManager $manager)
{
$date = new \DateTime($dateStr);
$period = $this->periodManager->getPreviousQuarter($date);
$accounts = $user->getClientAccounts();
$bill = new Bill();
$bill->setCreatedAt(new \DateTime($dateStr));
$bill->setClient($user);
$bill->setYear($period['year']);
$bill->setQuarter($period['quarter']);
$manager->persist($bill);
foreach ($accounts as $account) {
$systemAccount = $account->getSystemAccount();
if ($systemAccount) {
$billItem = new BillItem();
$billItem->setSystemAccount($systemAccount);
$billItem->setBill($bill);
$billItem->setFeeBilled($this->feeManager->getRiaFee($account, $period['year'], $period['quarter']));
$billItem->setCreatedAt(new \DateTime($dateStr));
$manager->persist($billItem);
}
}
$manager->flush();
}
private function onSuccess(User $user, User $questionsOwner)
{
$questions = $this->em->getRepository('WealthbotRiaBundle:RiskQuestion')->getOrderedQuestionsByOwnerId($questionsOwner->getId());
$answers = array();
foreach ($questions as $question) {
$key = 'answer_' . $question->getId();
$data = $this->form->get($key)->getData();
$answer = array('question' => $question);
if ($question->getIsWithdrawAgeInput()) {
$withdrawAge = (int) $answer;
$age = $this->getClientAge($user);
$ageDiff = $withdrawAge - (int) $age;
$answer['data'] = $ageDiff;
} else {
$answer['data'] = $data;
}
$answers[] = $answer;
$this->saveTempQuestionnaireItem($user->getId(), $question->getId(), $data->getId());
}
$riskToleranceManager = new RiskToleranceManager($user, $this->em, $answers);
$suggestedPortfolio = $riskToleranceManager->getSuggestedPortfolio();
$this->saveTempPortfolio($user->getId(), $suggestedPortfolio->getId());
$this->dm->flush();
}
private function createUser()
{
$riaUser = new User();
$riaUser->setUsername('ria');
$riaUser->setEmail('*****@*****.**');
$riaUser->setPlainPassword('ria');
$riaUser->setEnabled(true);
$riaUser->setRoles(array('ROLE_RIA'));
$riaUserProfile = new Profile();
$riaUserProfile->setUser($riaUser);
$riaUserProfile->setCompany('Wealthbot');
$riaUserProfile->setFirstName('RiaFirst');
$riaUserProfile->setLastName('RiaLast');
$riaUserProfile->setRegistrationStep(5);
$riaUser->setProfile($riaUserProfile);
return $riaUser;
}