public function gainslossesAction(Request $request)
{
$params = array();
$totalNetProceeds = 0;
$totalCost = 0;
$longTermGainLoss = 0;
$shortTermGainLoss = 0;
$totalGainLoss = 0;
$sort = $request->query->get('sort', 'securities.name');
$direction = $request->query->get('direction', 'ASC');
$client = $this->getUser();
/** @var EntityManager $em */
$em = $this->get('doctrine.orm.entity_manager');
$em->getConfiguration()->addCustomDatetimeFunction('YEAR', 'Wealthbot\\MailerBundle\\DQL\\DatetimeFunction\\Year');
$systemAccountManager = $this->get('wealthbot_client.system_account_manager');
/** @var \Wealthbot\ClientBundle\Repository\ClientSettings $repository */
$repository = $em->getRepository('WealthbotClientBundle:ClientSettings');
/** @var \Wealthbot\ClientBundle\Repository\PositionRepository $positionsRepo */
$positionsRepo = $em->getRepository('WealthbotClientBundle:Position');
/** @var \Wealthbot\ClientBundle\Repository\LotRepository $lotsRepo */
$lotsRepo = $em->getRepository('WealthbotClientBundle:Lot');
$isClientView = $this->isRiaClientView();
if ($isClientView) {
$client = $this->getUser();
$clientSettings = $repository->findOneBy(array('client' => $client));
if (!$clientSettings) {
$clientSettings = new ClientSettings();
$clientSettings->setClient($client);
}
$stopTLHValueForm = $this->createForm(new ClientStopTLHValueFormType(), $clientSettings);
$params = array('stop_tlh_form' => $stopTLHValueForm->createView());
if ($request->isMethod("post")) {
$stopTLHValueForm->bind($request);
if ($stopTLHValueForm->isValid()) {
$em->persist($clientSettings);
$em->flush();
return $this->getJsonResponse(array("status" => "success"));
} else {
$content = $this->renderView("WealthbotClientBundle:Dashboard:gainlosses_stop_tlh_form.html.twig", array("form" => $stopTLHValueForm->createView()));
return $this->getJsonResponse(array("status" => "error", "content" => $content));
}
}
}
if ($request->isMethod("get")) {
$isClientView = !$this->isRiaClientView();
$activeClientAccounts = $systemAccountManager->getAccountsForClient($client, $isClientView);
$accounts = $activeClientAccounts;
if ($accountId = $request->get('account_id')) {
if ($account = $em->getRepository('WealthbotClientBundle:ClientAccount')->findBy(array('id' => $accountId, 'client' => $client))) {
/** @var ClientAccount $account */
if ($systemAccount = $account->getSystemAccount()) {
$accounts = array($systemAccount);
}
}
}
$gainLossYears = $positionsRepo->getGainLossYears($accounts);
$year = $request->get('year');
if (empty($year)) {
if (isset($gainLossYears[0])) {
$year = $gainLossYears[0]['year'];
}
}
$lots = $lotsRepo->getRealizedLots($year, $accounts, $sort, $direction);
$paginator = $this->get('knp_paginator');
$pagination = $paginator->paginate($lots, $request->get('page', 1), 10);
foreach ($pagination as $gainLoss) {
$totalNetProceeds += $gainLoss->getAmount();
$totalCost += $gainLoss->getInitial()->getAmount();
$longTermGainLoss += $gainLoss->getLongTermGain();
$shortTermGainLoss += $gainLoss->getShortTermGain();
$totalGainLoss += $gainLoss->getRealizedGain();
}
$params = array_merge($params, array('pagination' => $pagination, 'gainLossYears' => $gainLossYears, 'lots' => $lots, 'totalNetProceeds' => $totalNetProceeds, 'totalCost' => $totalCost, 'longTermGainLoss' => $longTermGainLoss, 'shortTermGainLoss' => $shortTermGainLoss, 'totalGainLoss' => $totalGainLoss));
}
return $this->prepareResponse($request, 'gainslosses', 'Gains/Losses', $params);
}
