/** * Get ria * * @return User */ public function getRia() { if ($this->user->hasRole('ROLE_CLIENT')) { return $this->user->getRia(); } return $this->user; }
/** * 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(); }
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; }
private function createActivity(User $client, $message, $amount) { $activity = new Activity(); $activity->setClientUserId($client->getId()); $activity->setClientStatus($client->getProfile()->getClientStatus()); $activity->setFirstName($client->getFirstName()); $activity->setLastName($client->getLastName()); $activity->setRiaUserId($client->getRia()->getId()); $activity->setAmount($amount); $activity->setMessage($message); $activity->setCreatedAt(new \DateTime()); return $activity; }
public function findClientsByRia(User $ria) { $qb = $this->createQueryBuilder('c')->leftJoin('c.profile', 'p')->leftJoin('c.groups', 'ug')->where('p.ria_user_id = :ria_id')->andWhere('c.roles LIKE :role')->andWhere('p.client_status = :client_status')->groupBy('c.id')->setParameter('role', '%ROLE_CLIENT%')->setParameter('client_status', Profile::CLIENT_STATUS_CLIENT); if (($ria->hasRole('ROLE_RIA_ADMIN') || $ria->hasRole('RIA_USER')) && !$ria->hasGroup('All')) { $groupIds = array(); foreach ($ria->getGroups() as $group) { $groupIds[] = $group->getId(); } $qb->andWhere($qb->expr()->in('ug.id', $groupIds))->setParameter('ria_id', $ria->getRia()->getId()); } else { $qb->setParameter('ria_id', $ria->getId()); } return $qb->getQuery()->getResult(); }
/** * @param FormBuilderInterface $builder * @param User $client */ protected function buildBillingSpecForm(FormBuilderInterface $builder, $client) { $builder->add('billingSpec', 'entity', array('class' => 'WealthbotAdminBundle:BillingSpec', 'property' => 'name', 'property_path' => 'user.appointedBillingSpec', 'multiple' => false, 'query_builder' => function (EntityRepository $er) use($client) { return $er->createQueryBuilder('b')->where('b.owner = :ria')->setParameter('ria', $client->getRia()); })); }
public function sendClientRiaUploadedDocument(User $client) { $ria = $client->getRia(); $template = $this->parameters['template']['client_ria_uploaded_document']; $fromEmail = $this->parameters['from_email']['client_ria_uploaded_document']; $context = array('client' => $client, 'ria' => $ria, 'logo' => $this->getRiaLogo($ria->getId())); $this->sendMessage($template, $fromEmail, $client->getEmail(), $context); }