public function getBeneficiariesShareForAccount(ClientAccount $account, $type)
{
$dql = "SELECT SUM(b.share) as percent\n FROM WealthbotClientBundle:Beneficiary b\n WHERE b.account_id = :account_id AND b.type = :type GROUP BY b.account_id";
$query = $this->getEntityManager()->createQuery($dql);
$query->setMaxResults(1)->setParameters(array('account_id' => $account->getId(), 'type' => $type));
$result = $query->getOneOrNullResult(2);
return round($result['percent'], 2);
}
/**
* Get id
*
* @return integer
*/
public function getId()
{
return parent::getId();
}
/**
* Find account application workflow
*
* @param ClientAccount $account
* @return Workflow|null
*/
public function findAccountApplicationWorkflow(ClientAccount $account)
{
$messageCodes = array(Workflow::MESSAGE_CODE_PAPERWORK_NEW_ACCOUNT, Workflow::MESSAGE_CODE_PAPERWORK_TRANSFER, Workflow::MESSAGE_CODE_PAPERWORK_ROLLOVER);
$qb = $this->createQueryBuilder('w');
$qb->where('w.client = :client')->andWhere('w.object_id = :account_id')->andWhere($qb->expr()->in('w.message_code', $messageCodes))->setMaxResults(1)->setParameters(array('client' => $account->getClient(), 'account_id' => $account->getId()));
return $qb->getQuery()->getOneOrNullResult();
}
/**
* Returns true if transfer account cannot use electronically signing
* and ria does not allow non electronically signing
*
* @param ClientAccount $account
* @return bool
*/
public function hasElectronicallySignError(ClientAccount $account)
{
if ($account->hasGroup(AccountGroup::GROUP_FINANCIAL_INSTITUTION) && !$this->isUsedDocusign($account->getId())) {
$ria = $account->getClient()->getRia();
$riaCompanyInfo = $ria->getRiaCompanyInformation();
if ($riaCompanyInfo && !$riaCompanyInfo->getAllowNonElectronicallySigning()) {
return true;
}
}
return false;
}
/**
* Is account owner sign all document signatures for application
*
* @param AccountOwnerInterface $accountOwner
* @param ClientAccount $account
* @return bool
*/
public function isOwnerSignApplication(AccountOwnerInterface $accountOwner, ClientAccount $account)
{
$signatures = $this->findSignaturesByAccountConsolidatorId($account->getId());
foreach ($signatures as $signature) {
if (!$this->isOwnerSignatureCompleted($accountOwner, $signature)) {
return false;
}
}
return true;
}
/**
* Update account and account owners signatures
*
* @param ClientAccount $account
* @param string $type
* @return \Wealthbot\SignatureBundle\Entity\DocumentSignature
*/
public function updateAccountSignatureStatusByAccountAndType(ClientAccount $account, $type)
{
$signature = $this->signatureManager->findActiveDocumentSignatureBySourceIdAndType($account->getId(), $type);
if ($signature) {
$this->updateDocumentSignaturesStatusByEnvelopeId($signature->getDocusignEnvelopeId(), array($signature));
}
return $signature;
}
