protected function isShowAccountType(RiaCompanyInformation $riaCompanyInfo)
{
if ($riaCompanyInfo->getAccountManaged() == 1 && !$riaCompanyInfo->getIsAllowRetirementPlan()) {
return false;
}
return true;
}
/**
* Get advisor code
*
* @param RiaCompanyInformation $companyInformation
* @return string
*/
protected function getAdvisorCode(RiaCompanyInformation $companyInformation = null)
{
$code = '';
if (null !== $companyInformation) {
/** @var AdvisorCode $advisorCode */
foreach ($companyInformation->getAdvisorCodes() as $advisorCode) {
if ($advisorCode->getCustodian() == $companyInformation->getCustodian()) {
$code = $advisorCode->getName();
break;
}
}
}
return $code;
}
public function buildForm(FormBuilderInterface $builder, array $options)
{
/** @var \Wealthbot\RiaBundle\Entity\RiaCompanyInformation $info */
$info = $this->user->getRiaCompanyInformation();
if ($info) {
$name = $info->getName() ? $info->getName() : $this->user->getProfile()->getCompany();
$primaryFirstName = $info->getPrimaryFirstName() ? $info->getPrimaryFirstName() : $this->user->getProfile()->getFirstName();
$primaryLastName = $info->getPrimaryLastName() ? $info->getPrimaryLastName() : $this->user->getProfile()->getLastName();
$contactEmail = $info->getContactEmail() ? $info->getContactEmail() : $this->user->getEmail();
} else {
$name = $this->user->getProfile()->getCompany();
$primaryFirstName = $this->user->getProfile()->getFirstName();
$primaryLastName = $this->user->getProfile()->getLastName();
$contactEmail = $this->user->getEmail();
}
$builder->add('name', 'text', array('data' => $name, 'required' => false))->add('slug', 'text', array('required' => true))->add('primary_first_name', 'text', array('data' => $primaryFirstName, 'required' => false))->add('primary_last_name', 'text', array('data' => $primaryLastName, 'required' => false))->add('website', 'url', array('required' => false))->add('address', 'text', array('required' => false))->add('office', 'text', array('required' => false))->add('city', 'text', array('required' => false))->add('state', 'entity', array('class' => 'WealthbotAdminBundle:State', 'label' => 'State', 'empty_value' => 'Select a State', 'required' => false))->add('zipcode', 'text', array('required' => false))->add('phone_number', 'text', array('required' => false))->add('fax_number', 'text', array('required' => false))->add('contact_email', 'email', array('data' => $contactEmail, 'required' => false));
//Other information
$builder->add('min_asset_size', 'number', array('precision' => 2, 'grouping' => true, 'required' => false))->add('logo_file', 'file', array('required' => false));
//Proposal processing
$builder->add('portfolio_processing', 'choice', array('choices' => RiaCompanyInformation::getPortfolioProcessingChoices(), 'disabled' => true, 'required' => true, 'expanded' => true));
$this->addValidator($builder);
if (!$this->isPreSave) {
$this->addOnBindValidator($builder);
}
}
/**
* Get Trade Data for generate file
*
* @param RiaCompanyInformation $riaCompanyInformation
* @param array $clientValuesIds
* @return TradeData[]
*/
public function getTradeDataCollection(RiaCompanyInformation $riaCompanyInformation, array $clientValuesIds)
{
if ($riaCompanyInformation->isHouseholdManagedLevel()) {
$tradeDataArray = $this->repository->findTradeDataArrayForClientPortfolioValuesIds($clientValuesIds);
} else {
$tradeDataArray = $this->repository->findTradeDataArrayForClientAccountValuesIds($clientValuesIds);
}
$tradeDataCollection = array();
foreach ($tradeDataArray as $data) {
$tradeData = new TradeData();
$tradeData->loadFromArray($data);
if (RebalancerQueue::STATUS_SELL === $tradeData->getAction()) {
$vsps = $this->repository->findVSPForTradeData($tradeData);
$tradeData->setVsps($vsps);
}
$tradeDataCollection[] = $tradeData;
}
return $tradeDataCollection;
}
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);
}
protected function onSuccess(UserInterface $user, $confirmation)
{
if ($confirmation) {
$user->setEnabled(false);
if (null === $user->getConfirmationToken()) {
$user->setConfirmationToken($this->tokenGenerator->generateToken());
}
$this->mailer->sendConfirmationEmailMessage($user);
} else {
$user->setEnabled(true);
}
$user->setRoles(array('ROLE_RIA'));
$riaCompanyInformation = new RiaCompanyInformation();
$riaCompanyInformation->setName($user->getProfile()->getCompany());
$riaCompanyInformation->setRia($user);
$user->setRiaCompanyInformation($riaCompanyInformation);
$this->userManager->updateUser($user);
if ($riaCompanyInformation->getRelationshipType() === RiaCompanyInformation::RELATIONSHIP_TYPE_LICENSE_FEE) {
$this->feeManager->resetRiaFee($user);
}
}
private function createRiaCompanyInformation(ObjectManager $manager, User $riaUser)
{
$riaCompanyInfo = new RiaCompanyInformation();
$riaCompanyInfo->setRia($riaUser);
$riaCompanyInfo->setAccountManaged(1);
$riaCompanyInfo->setAddress('Ekvator');
$riaCompanyInfo->setCity('Nsk');
$riaCompanyInfo->setAdvCopy('none.pdf');
$riaCompanyInfo->setClientsTaxBracket(0.12);
$riaCompanyInfo->setContactEmail('contact_' . $riaUser->getEmail());
$riaCompanyInfo->setIsAllowRetirementPlan(true);
$riaCompanyInfo->setIsSearchableDb(true);
$riaCompanyInfo->setIsShowClientExpectedAssetClass(true);
$riaCompanyInfo->setMinAssetSize(10000);
$riaCompanyInfo->setMinimumBillingFee(10);
$riaCompanyInfo->setName('Wealthbot');
$riaCompanyInfo->setOffice('408');
$riaCompanyInfo->setState($this->getReference('state-Nevada'));
$riaCompanyInfo->setPhoneNumber('3333333333');
$riaCompanyInfo->setPortfolioModel(NULL);
$riaCompanyInfo->setPrimaryFirstName('RiaFirst');
$riaCompanyInfo->setPrimaryLastName('RiaLast');
$riaCompanyInfo->setRebalancedFrequency(1);
$riaCompanyInfo->setRebalancedMethod(1);
$riaCompanyInfo->setRiskAdjustment(1);
$riaCompanyInfo->setUseMunicipalBond(true);
$riaCompanyInfo->setWebsite('leningrad.com');
$riaCompanyInfo->setZipcode('12334');
$riaCompanyInfo->setAllowNonElectronicallySigning(true);
$riaCompanyInfo->setPortfolioModel($this->createRiaPortfolioModel($manager, $riaUser));
$riaCompanyInfo->setPortfolioProcessing(RiaCompanyInformation::PORTFOLIO_PROCESSING_COLLABORATIVE);
$riaCompanyInfo->setTaxLossHarvestingMinimumPercent(10);
/** @var Custodian $custodian */
$custodian = $this->getReference('custodian-td-ameritrade');
$riaCompanyInfo->setCustodian($custodian);
$manager->persist($riaCompanyInfo);
return $riaCompanyInfo;
}
private function createRiaCompanyInformation(User $riaUser)
{
$riaCompanyInfo = new RiaCompanyInformation();
$riaCompanyInfo->setRia($riaUser);
$riaCompanyInfo->setState($this->getReference('state-New York'));
$riaCompanyInfo->setName('Mortal Kombat Advisors');
$riaCompanyInfo->setPrimaryFirstName('Lord');
$riaCompanyInfo->setPrimaryLastName('Raiden');
$riaCompanyInfo->setWebsite('http://www.wealthbot.io');
$riaCompanyInfo->setAddress('1 Commercial St');
$riaCompanyInfo->setOffice('Suite 555');
$riaCompanyInfo->setCity('New York');
$riaCompanyInfo->setZipcode('12334');
$riaCompanyInfo->setPhoneNumber('5558588888');
$riaCompanyInfo->setContactEmail('*****@*****.**');
$riaCompanyInfo->setAccountManaged(3);
$riaCompanyInfo->setIsAllowRetirementPlan(true);
$riaCompanyInfo->setMinimumBillingFee(500);
$riaCompanyInfo->setIsShowClientExpectedAssetClass(true);
$riaCompanyInfo->setClientsTaxBracket(0.1);
$riaCompanyInfo->setUseMunicipalBond(true);
$riaCompanyInfo->setRebalancedMethod(1);
$riaCompanyInfo->setRebalancedFrequency(4);
$riaCompanyInfo->setIsSearchableDb(true);
$riaCompanyInfo->setMinAssetSize(50000);
$riaCompanyInfo->setActivated(true);
$riaCompanyInfo->setTransactionAmount(200);
$riaCompanyInfo->setIsTransactionFees(true);
$riaCompanyInfo->setIsTransactionMinimums(true);
$riaCompanyInfo->setIsTransactionRedemptionFees(true);
$riaCompanyInfo->setIsTaxLossHarvesting(true);
$riaCompanyInfo->setTaxLossHarvesting(50000);
$riaCompanyInfo->setTaxLossHarvestingPercent(0.1);
$riaCompanyInfo->setTaxLossHarvestingMinimum(100);
$riaCompanyInfo->setTaxLossHarvestingMinimumPercent(0.1);
$riaCompanyInfo->setIsUseQualifiedModels(false);
$riaCompanyInfo->setPortfolioProcessing(RiaCompanyInformation::PORTFOLIO_PROCESSING_COLLABORATIVE);
$riaCompanyInfo->setAllowNonElectronicallySigning(true);
$riaCompanyInfo->setStopTlhValue(4.2);
/** @var Custodian $custodian */
$custodian = $this->getReference('custodian-td-ameritrade');
$riaCompanyInfo->setCustodian($custodian);
return $riaCompanyInfo;
}
protected function buildRetirementForm(FormBuilderInterface $builder, RiaCompanyInformation $riaCompanyInfo, User $client)
{
$clientPortfolios = $client->getClientPortfolios();
if ($clientPortfolios->count() == 1) {
if ($clientPortfolios[0]->isProposed()) {
if ($riaCompanyInfo->isClientByClientManagedLevel()) {
$builder->add('client_account_managed', 'choice', array('choices' => Profile::$client_account_managed_choices, 'expanded' => false, 'constraints' => array(new NotBlank(array('message' => 'Choose a Asset Location.')))));
} else {
$builder->add('client_account_managed', 'hidden', array('data' => $riaCompanyInfo->getAccountManaged()));
}
} else {
$builder->add('client_account_managed', 'choice', array('choices' => Profile::$client_account_managed_choices, 'expanded' => false, 'constraints' => array(new NotBlank(array('message' => 'Choose a Asset Location.'))), 'attr' => array('disabled' => true)));
}
}
}
protected function addOnBindValidator(FormBuilderInterface $builder)
{
$em = $this->em;
$ria = $this->user;
$isModels = $this->isModels;
$builder->addEventListener(FormEvents::BIND, function (FormEvent $event) use($em, $ria, $isModels) {
/** @var $form */
$form = $event->getForm();
/** @var \Wealthbot\RiaBundle\Entity\RiaCompanyInformation $data */
$data = $event->getData();
/** @var $repo CeModelRepository */
$repo = $em->getRepository('WealthbotAdminBundle:CeModel');
/** @var $ceModelEntityRepo CeModelEntityRepository */
$ceModelEntityRepo = $em->getRepository('WealthbotAdminBundle:CeModelEntity');
if ($isModels) {
$modelType = $form->get('model_type')->getData();
if (!$modelType) {
$form->get('model_type')->addError(new FormError('Required.'));
} else {
switch ($modelType) {
case CeModel::TYPE_STRATEGY:
$strategyParentModelId = $form->get('strategy_model')->getData();
if (!$strategyParentModelId) {
$form->get('strategy_model')->addError(new FormError('Please specify the model.'));
} else {
/** @var $strategyParentModel CeModel */
$strategyParentModel = $repo->find($strategyParentModelId);
if (!$strategyParentModel) {
$form->get('strategy_model')->addError(new FormError('Model does not exist'));
}
}
break;
case CeModel::TYPE_CUSTOM:
break;
default:
$form->get('model_type')->addError(new FormError('Type does not exist.'));
}
}
}
if ($form->has('portfolio_processing')) {
$portfolioProcessing = $data->getPortfolioProcessing();
if (is_null($portfolioProcessing) || !array_key_exists($portfolioProcessing, RiaCompanyInformation::getPortfolioProcessingChoices())) {
$form->get('portfolio_processing')->addError(new FormError('Invalid.'));
}
}
if (!$data->getAccountManaged()) {
$form->get('account_managed')->addError(new FormError('Required.'));
} elseif ($data->isClientByClientManagedLevel() && $data->isStraightThroughProcessing()) {
$form->get('account_managed')->addError(new FormError('Must be Account or Household level for Straight Through portfolio processing.'));
}
if (!$data->getRebalancedMethod()) {
$form->get('rebalanced_method')->addError(new FormError('Required.'));
}
if (!$data->getRebalancedFrequency()) {
$form->get('rebalanced_frequency')->addError(new FormError('Required.'));
}
if ($data->getUseMunicipalBond() && !$data->getClientsTaxBracket()) {
$form->get('clients_tax_bracket')->addError(new FormError('Required.'));
}
// if (!is_numeric($data->getIsShowClientExpectedAssetClass())) {
// $form->get('is_show_client_expected_asset_class')->addError(new FormError('Required.'));
// }
if ($data->getIsTaxLossHarvesting() && !$data->getTaxLossHarvestingMinimumPercent()) {
$form->get('tax_loss_harvesting_minimum_percent')->addError(new FormError('Required.'));
}
if (is_null($data->getIsAllowRetirementPlan())) {
$form->get('is_allow_retirement_plan')->addError(new FormError('Required.'));
}
if (!$data->getUseMunicipalBond() && $ceModelEntityRepo->isMuniBondSecuritiesInRiaModels($ria->getId())) {
$form->get('use_municipal_bond')->addError(new FormError('You have "municipal substitution" securities in model.'));
}
// isTaxLossHarvestingSecuritiesInModels
if (!$data->getIsTaxLossHarvesting() && $ceModelEntityRepo->isTaxLossHarvestingSecuritiesInModels($ria->getId())) {
$form->get('is_tax_loss_harvesting')->addError(new FormError('You have "tax loss harvesting" securities in model.'));
}
});
}
/**
* Returns login url string with subdomain
*
* @param RiaCompanyInformation $companyInformation
* @param string $name
* @param array $parameters
* @return string
*/
public function generateSubDomainUrl(RiaCompanyInformation $companyInformation, $name, $parameters = array())
{
$slug = $companyInformation->getSlug();
$this->router->getContext()->setHost($slug . '.' . $this->getDomain());
return $this->router->generate($name, $parameters, true);
}