public function setUp()
{
$this->condition = new TransferInformationConsolidatorCondition();
$this->consolidatorMock = $this->getMock('Wealthbot\\ClientBundle\\Entity\\ClientAccount', null);
$this->accountMock = $this->getMock('Wealthbot\\ClientBundle\\Entity\\ClientAccount', null);
$this->transferInformationMock = $this->getMock('Wealthbot\\ClientBundle\\Entity\\TransferInformation', null);
$userMock = $this->getUserMock();
$this->accountMock->setClient($userMock);
$this->consolidatorMock->setClient($userMock);
$primaryOwner = new ClientAccountOwner();
$primaryOwner->setOwnerType(ClientAccountOwner::OWNER_TYPE_SELF);
$primaryOwner->setClient($userMock);
$secondaryOwner = new ClientAccountOwner();
$secondaryOwner->setOwnerType(ClientAccount::OWNER_SPOUSE);
$secondaryOwner->setContact($this->getAdditionalContactMock());
$this->consolidatorMock->addAccountOwner($primaryOwner)->addAccountOwner($secondaryOwner);
$this->accountMock->setConsolidator($this->consolidatorMock);
$this->transferInformationMock->setClientAccount($this->accountMock);
}
/**
* Set account_id for owners in $this->owners array
*
* @param ClientAccount $account
*/
protected function saveAccountOwners(ClientAccount $account)
{
if (empty($this->owners) && $account->getAccountOwners()->isEmpty()) {
$owner = new ClientAccountOwner();
$owner->setOwnerType(ClientAccountOwner::OWNER_TYPE_SELF);
$owner->setClient($account->getClient());
$owner->setAccount($account);
$account->addAccountOwner($owner);
$this->em->persist($owner);
} else {
$repo = $this->em->getRepository('WealthbotClientBundle:ClientAccountOwner');
foreach ($this->owners as $ownerItem) {
$owner = new ClientAccountOwner();
$owner->setOwnerType($ownerItem['owner_type']);
$owner->setAccount($account);
if ($ownerItem['owner_type'] === ClientAccountOwner::OWNER_TYPE_SELF) {
$client = $this->em->getRepository('WealthbotUserBundle:User')->find($ownerItem['owner_client_id']);
if ($client) {
$exist = $repo->findOneBy(array('owner_type' => $ownerItem['owner_type'], 'owner_client_id' => $client->getId(), 'account_id' => $account->getId()));
if (!$exist) {
$owner->setClient($client);
$this->em->persist($owner);
}
}
} else {
$contact = $this->em->getRepository('WealthbotClientBundle:ClientAdditionalContact')->find($ownerItem['owner_contact_id']);
if ($contact) {
$exist = $repo->findOneBy(array('owner_type' => $ownerItem['owner_type'], 'owner_contact_id' => $contact->getId(), 'account_id' => $account->getId()));
if (!$exist) {
$owner->setContact($contact);
$this->em->persist($owner);
}
}
}
$account->addAccountOwner($owner);
}
}
$this->em->persist($account);
$this->em->flush();
}
/**
* Create and save new client account owner
*
* @param ClientAccount $account
* @param $ownerType
* @return ClientAccountOwner
*/
private function createAccountOwnerByType(ClientAccount $account, $ownerType)
{
$owner = new ClientAccountOwner();
$owner->setOwnerType($ownerType);
$owner->setAccount($account);
switch ($ownerType) {
case ClientAccountOwner::OWNER_TYPE_SELF:
$owner->setClient($account->getClient());
break;
case ClientAccountOwner::OWNER_TYPE_SPOUSE:
$owner->setContact($account->getClient()->getSpouse());
break;
case ClientAccountOwner::OWNER_TYPE_OTHER:
$contactData = $this->getOtherContact();
$existContact = $this->em->getRepository('WealthbotClientBundle:ClientAdditionalContact')->findOneBy(array('client_id' => $account->getClientId(), 'first_name' => $contactData->getFirstName(), 'middle_name' => $contactData->getMiddleName(), 'last_name' => $contactData->getLastName(), 'relationship' => $contactData->getRelationship(), 'type' => ClientAccountOwner::OWNER_TYPE_OTHER));
if ($contactData->getId() && !$existContact) {
$contact = new ClientAdditionalContact();
$contact->setFirstName($contactData->getFirstName());
$contact->setMiddleName($contactData->getMiddleName());
$contact->setLastName($contactData->getLastName());
$contact->setRelationship($contactData->getRelationship());
$contact->setType(ClientAccountOwner::OWNER_TYPE_OTHER);
} elseif (!$contactData->getId() && $existContact) {
$contact = $existContact;
} else {
$contact = $contactData;
}
$contact->setClient($account->getClient());
$owner->setContact($contact);
$this->em->persist($contact);
$this->em->persist($owner);
break;
}
$account->addAccountOwner($owner);
$this->em->persist($owner);
$this->em->flush();
return $owner;
}
private function createClientAccounts(ObjectManager $manager, User $clientUser)
{
$lastAccount = null;
foreach ($this->accounts as $index => $item) {
/** @var AccountGroupType $groupType */
$groupType = $this->getReference('client-account-group-type-' . $item['group_key'] . '-' . $item['type_key']);
$account = new ClientAccount();
$account->setGroupType($groupType);
$account->setClient($clientUser);
$account->setFinancialInstitution($item['financial_institution']);
$account->setValue($item['value']);
$account->setMonthlyContributions($item['monthly_contributions']);
$account->setMonthlyDistributions($item['monthly_distributions']);
$account->setSasCash($item['sas_cash']);
$accountOwner = new ClientAccountOwner();
$accountOwner->setAccount($account);
$accountOwner->setClient($clientUser);
$accountOwner->setOwnerType(ClientAccountOwner::OWNER_TYPE_SELF);
if (isset($item['consolidator_key']) && null !== $item['consolidator_key']) {
/** @var ClientAccount $consolidator */
$consolidator = $this->getReference('user-client-account-' . $item['consolidator_key']);
$account->setConsolidator($consolidator);
}
if (isset($item['funds']) && $item['group_key'] === AccountGroup::GROUP_EMPLOYER_RETIREMENT) {
foreach ($item['funds'] as $fundItem) {
// ToDo: CE-402: check that code is not needed more
// $outsideFund = $manager->getRepository('WealthbotAdminBundle:Security')->findOneBySymbol($fundItem['symbol']);
// if (!$outsideFund) {
// /** @var SecurityType $securityType */
// $securityType = $this->getReference('security-type-' . $fundItem['type']);
//
// $outsideFund = new Security();
// $outsideFund->setName($fundItem['name']);
// $outsideFund->setSymbol($fundItem['symbol']);
// $outsideFund->setSecurityType($securityType);
// $outsideFund->setExpenseRatio($fundItem['exp_ratio']);
// }
// $securityAssignment = new SecurityAssignment();
// $securityAssignment->setSecurity($outsideFund);
// $securityAssignment->setRia($clientUser->getRia()); Deprecated
// $securityAssignment->setIsPreferred(false);
// $accountOutsideFund = new AccountOutsideFund();
// $accountOutsideFund->setAccount($account);
// $accountOutsideFund->setSecurityAssignment($securityAssignment);
// $accountOutsideFund->setIsPreferred(false);
// $account->addAccountOutsideFund($accountOutsideFund);
//
// $manager->persist($accountOutsideFund);
}
}
$manager->persist($account);
$manager->persist($accountOwner);
$this->addReference('user-client-account-' . ($index + 1), $account);
if (!$account->isRetirementType()) {
$lastAccount = $account;
}
}
if ($lastAccount) {
$systemAccount = new SystemAccount();
$systemAccount->setClient($clientUser);
$systemAccount->setClientAccount($lastAccount);
$systemAccount->setAccountNumber('916985328');
$systemAccount->setAccountDescription($lastAccount->getOwnersAsString() . ' ' . $lastAccount->getTypeName());
$systemAccount->setType($lastAccount->getSystemType());
$systemAccount->setSource(SystemAccount::SOURCE_SAMPLE);
$clientUser->addSystemAccount($systemAccount);
$this->addReference('system-account', $systemAccount);
$manager->persist($systemAccount);
}
}
/**
* @param ObjectManager $manager
* @param array $data
* @param User $clientUser
* @return ClientAccount
*/
private function createClientAccount(ObjectManager $manager, array $data, User $clientUser)
{
$securityRepository = $manager->getRepository('WealthbotAdminBundle:Security');
$account = new ClientAccount();
$account->setClient($clientUser);
$account->setGroupType($this->getReference('client-account-group-type-' . $data['group_type_key']));
$account->setFinancialInstitution($data['financial_institution']);
$account->setValue($data['value']);
$account->setMonthlyContributions($data['monthly_contributions']);
$account->setMonthlyDistributions($data['monthly_distributions']);
$account->setSasCash($data['sas_cash']);
$account->setProcessStep($data['process_step']);
$account->setStepAction($data['step_action']);
$account->setIsPreSaved($data['is_pre_saved']);
$account->setUnconsolidated($data['unconsolidated']);
if ($data['consolidator_index']) {
$consolidator = $clientUser->getClientAccounts()->get($data['consolidator_index'] - 1);
$account->setConsolidator($consolidator);
}
foreach ($data['owners'] as $ownerType) {
$accountOwner = new ClientAccountOwner();
if ($ownerType === ClientAccountOwner::OWNER_TYPE_SELF) {
$accountOwner->setClient($clientUser);
} else {
$accountOwner->setContact($clientUser->getAdditionalContacts()->first());
}
$accountOwner->setOwnerType($ownerType);
$accountOwner->setAccount($account);
$account->addAccountOwner($accountOwner);
}
$manager->persist($account);
$manager->flush();
$manager->refresh($account);
if (isset($data['account_contribution'])) {
$accountContribution = new AccountContribution();
$accountContribution->setAccount($account);
$accountContribution->setType($data['account_contribution']['type']);
$accountContribution->setTransactionFrequency($data['account_contribution']['transaction_frequency']);
$account->setAccountContribution($accountContribution);
$manager->persist($accountContribution);
}
if (isset($data['securities'])) {
foreach ($data['securities'] as $securityItem) {
//ToDo: CE-402. Check that code is not needed more.
// $security = $securityRepository->findOneBySymbol($securityItem['symbol']);
// if (!$security) {
// /** @var SecurityType $securityType */
// $securityType = $this->getReference('security-type-' . $securityItem['type']);
//
// $security = new Security();
// $security->setName($securityItem['name']);
// $security->setSymbol($securityItem['symbol']);
// $security->setSecurityType($securityType);
// $security->setExpenseRatio($securityItem['exp_ratio']);
// }
// $securityAssignment = new SecurityAssignment();
// $securityAssignment->setSecurity($security);
// $securityAssignment->setRia($clientUser->getRia()); Deprecated
// $accountOutsideFund = new AccountOutsideFund();
// $accountOutsideFund->setAccount($account);
// $accountOutsideFund->setSecurityAssignment($securityAssignment);
// $accountOutsideFund->setIsPreferred(false);
//
// $manager->persist($accountOutsideFund);
}
}
$manager->persist($account);
$manager->flush();
$this->addReference('client-account-' . $account->getId(), $account);
return $account;
}