public function buildForm(FormBuilderInterface $builder, array $options)
{
$client = $builder->getData();
if (!$client instanceof User || $client instanceof User && !$client->hasRole('ROLE_CLIENT')) {
throw new Exception('Client is required');
}
/** @var User $ria */
$ria = $client->getRia();
$builder->add('portfolio', 'entity', array('class' => 'WealthbotAdminBundle:CeModel', 'property' => 'name', 'query_builder' => function (EntityRepository $er) use($ria) {
return $er->createQueryBuilder('p')->where('p.parent IS NOT NULL')->andWhere('p.ownerId = :owner_id')->setParameters(array('owner_id' => $ria->getId()));
}, 'property_path' => false, 'data' => $this->proposedPortfolio ? $this->proposedPortfolio->getPortfolio() : null));
}
protected function buildModelForm(FormBuilderInterface $builder, User $ria)
{
$builder->add('client', new ChooseClientPortfolioFormType($this->clientPortfolio), array('mapped' => false, 'data' => $this->clientPortfolio->getClient()));
if ($ria->getRiaCompanyInformation()->isCollaborativeProcessing()) {
$builder->add('groups', 'entity', array('multiple' => false, 'property' => 'name', 'property_path' => 'user.groups', 'label' => 'Groups:', 'class' => 'Wealthbot\\UserBundle\\Entity\\Group', 'query_builder' => function (EntityRepository $er) use($ria) {
return $er->createQueryBuilder('g')->andWhere('g.owner = :owner')->orWhere('g.owner is null')->setParameter('owner', $ria);
}));
}
}
public function getLatestValuesForPortfolio(ClientPortfolio $clientPortfolio)
{
return $this->repo->getLastValueByClient($clientPortfolio->getClient());
}
/**
* Update client status by client portfolio object
*
* @param Workflow $workflow
* @param ClientPortfolio $clientPortfolio
*/
public function updateClientStatusByClientPortfolio(Workflow $workflow, ClientPortfolio $clientPortfolio)
{
if ($clientPortfolio->isProposed()) {
$workflow->setClientStatus(Workflow::CLIENT_STATUS_PORTFOLIO_PROPOSED);
} elseif ($clientPortfolio->isClientAccepted()) {
$workflow->setClientStatus(Workflow::CLIENT_STATUS_PORTFOLIO_CLIENT_ACCEPTED);
$workflow->setIsArchived(true);
}
}
/**
* Approve proposed portfolio
*
* @param User $client
* @param CeModelInterface $proposedModel
* @return ClientPortfolio
* @throws \RuntimeException
*/
public function approveProposedPortfolio(User $client, CeModelInterface $proposedModel = null)
{
$approvedPortfolio = $this->getApprovedClientPortfolio($client);
if ($approvedPortfolio) {
if (null !== $proposedModel) {
$approvedPortfolio->setPortfolio($proposedModel);
}
} elseif (!$approvedPortfolio) {
$approvedPortfolio = $this->getProposedClientPortfolio($client);
if (!$approvedPortfolio && null !== $proposedModel) {
$approvedPortfolio = new ClientPortfolio();
$approvedPortfolio->setClient($client);
$approvedPortfolio->setPortfolio($proposedModel);
}
if (!$approvedPortfolio) {
throw new \RuntimeException(sprintf('Client with id: %s does not have proposed portfolio', $client->getId()));
}
}
$approvedPortfolio->setStatusAdvisorApproved();
$this->om->persist($approvedPortfolio);
$this->om->flush();
return $approvedPortfolio;
}
