/** * Get Employment Data for Client/Spouse * @param Client $id */ public function getEmploymentData($id) { $employment = array(); $employment['client'] = array(); $employment['spouse'] = array(); //Check to see if this client has a spouse $clientGateway = new Clients_Model_ClientGateway(); // retrieve spouse details $spouseId = $clientGateway->fetchClientSpouseId($id); $clientEmploymentGateway = new Clients_Model_ClientEmploymentGateway(); //Spouse confirmed if ($spouseId) { // retrieve spouse details $clientEmployment = $clientEmploymentGateway->fetchClientAndSpouseEmployment($id); if (count($clientEmployment) == '2') { if ($clientEmployment['0']['client_id'] == $id) { $employment['client'] = $clientEmployment['0']; $employment['spouse'] = $clientEmployment['1']; } else { $employment['client'] = $clientEmployment['1']; $employment['spouse'] = $clientEmployment['0']; } } elseif (count($clientEmployment) == '1') { if ($clientEmployment['0']['client_id'] == $id) { $employment['client'] = $clientEmployment['0']; } else { $employment['spouse'] = $clientEmployment['0']; } } } else { $clientEmployment = $clientEmploymentGateway->fetchClientEmployment($id); if (is_object($clientEmployment)) { $employment['client'] = $clientEmployment->toArray(); } else { $employment['client'] = $clientEmployment; } } return $employment; }
/** * Overview Index Action */ public function indexAction() { $financials = array(); if ($this->_request->getParam('id', null) === null) { $this->_redirect('/admin/clients/'); } $this->view->clientId = array('client_id' => $this->_request->id); //Fetch Client & Spouse Details $clientGateway = new Clients_Model_ClientGateway(); $clientContact = $clientGateway->fetchClient($this->_request->id); if (is_object($clientContact)) { $clientContact = $clientContact->toArray(); } $clientContact['client_dob'] = $this->_dateFormatter->viewDateFormat($clientContact['client_dob']); $clientSpouse = $clientGateway->fetchClientSpouse($this->_request->id); if (is_object($clientSpouse)) { $clientSpouse = $clientSpouse->toArray(); } if ($clientSpouse) { $clientSpouse['client_dob'] = $this->_dateFormatter->viewDateFormat($clientSpouse['client_dob']); } //Calculate Asset Totals $clientAssetGateway = new Clients_Model_ClientAssetGateway(); $financials['assetsTotalEquity'] = $clientAssetGateway->calculateAssetsTotalEquity($this->_request->id); $financials['assetsTotalEquity'] = number_format($financials['assetsTotalEquity'], 2); //Calculate Investment Totals - Investments and Retirement Plans $clientInvestmentGateway = new Clients_Model_ClientInvestmentGateway(); $financials['investmentsTotal'] = $clientInvestmentGateway->calculateInvestmentsTotal($this->_request->id); $clientEmploymentGateway = new Clients_Model_ClientEmploymentGateway(); $financials['investmentsTotal'] += $clientEmploymentGateway->calculateRetirementPlanTotals($this->_request->id); $financials['investmentsTotal'] = number_format($financials['investmentsTotal'], 2); //Calculate Incomes Total $clientIncomeGateway = new Clients_Model_ClientIncomeGateway(); $incomeTotal = $clientIncomeGateway->calculateIncomeTotals($this->_request->id); $empIncomeTotal = $clientEmploymentGateway->calculateEmploymentIncomeTotal($this->_request->id); $financials['incomeTotal'] = $incomeTotal + $empIncomeTotal; $financials['incomeTotal'] = number_format($financials['incomeTotal'], 2); //Calculate Total Monthly Expenses $financials['mthlyExpenses'] = $clientEmploymentGateway->calculateRetirementMonthlyExpense($this->_request->id); $clientInsuranceGateway = new Clients_Model_ClientInsuranceGateway(); $financials['mthlyExpenses'] += $clientInsuranceGateway->calculateMonthlyInsuranceExpense($this->_request->id); $financials['mthlyExpenses'] += $clientAssetGateway->calculateAssetsTotalMonthlyExpense($this->_request->id); $financials['mthlyExpenses'] += $clientInvestmentGateway->calculateInvestmentsMonthlyExpense($this->_request->id); $clientExpenseGateway = new Clients_Model_ClientExpenseGateway(); $financials['mthlyExpenses'] += $clientExpenseGateway->calculateTotalMonthlyExpenses($this->_request->id); $financials['mthlyExpenses'] = number_format($financials['mthlyExpenses'], 2); //Calculate Total Accumulated Debt $financials['debtTotal'] = $clientExpenseGateway->calculateTotalAccumulatedExpenses($this->_request->id); $financials['debtTotal'] += $clientAssetGateway->calculateAssetsTotalDebt($this->_request->id); $financials['debtTotal'] = number_format($financials['debtTotal'], 2); //Calculate Emergency Funds $financials['emergencyFunds'] = $clientAssetGateway->calculateAssetEmergencyFunds($this->_request->id); $financials['emergencyFunds'] = $clientInvestmentGateway->calculateInvestmentEmergencyFunds($this->_request->id); $financials['emergencyFunds'] = number_format($financials['emergencyFunds'], 2); $request = Zend_Controller_Front::getInstance()->getRequest(); $this->view->module = $request->getModuleName(); $this->view->controller = $request->getControllerName(); $this->view->clientContact = $clientContact; $this->view->clientSpouse = $clientSpouse; $this->view->financials = $financials; }
/** * Calculate the number of Years till Retirment * @param client $id */ public function getYearsTilRetirment($id) { $this->checkAcl('read'); //Get Current Year $currentYear = null; $date = new DateTime(); $currentYear = $date->format('Y'); //Get Client Retirement year from Employment data $clientEmploymentGateway = new Clients_Model_ClientEmploymentGateway(); $retiementYear = $clientEmploymentGateway->fetchClientRetirementYear($id); $retYear = DateTime::createFromFormat('Y', $retiementYear['client_employment_retirementyear']); if ($retYear >= $currentYear) { $yearsTilRet = $date->diff($retYear); return $yearsTilRet->y; } else { return null; } }