def showAccountsTable(client):
total = ClientAccount.getTotalScoreByClient(client=client)
context = {
'client': client,
'total': total,
'show_action_btn': True,
}
return render_to_string('client/profile_accounts_list.html', context)
def showAccountsTable(request):
# Get the user object
client = request.user
if (client is None) or (not client.hasRole('ROLE_CLIENT')):
return JsonResponse({
'status': 'error',
'message': 'Client does not exist.',
})
total = ClientAccount.getTotalScoreByClient(client=client)
print(total)
context = {
'client': client,
'total': total,
'show_action_btn': True,
}
return render(request, 'client/profile_accounts_list.html', context)
def checkAccountsSum(request):
if (not request.is_ajax()):
raise Http404()
# Get the user object
client = request.user
ria = client.profile.ria_user
riaMinAssetSize = ria.riacompanyinformation.min_asset_size
total = ClientAccount.getTotalScoreByClient(client=client)
if riaMinAssetSize > total['value']:
message = 'You must invest at least $' + '{0:.2f}'.format(
riaMinAssetSize) + ' with us.'
return JsonResponse({
'status': 'error',
'message': message,
})
return JsonResponse({
'status': 'success',
})
def index(request):
print("-----http-----",request.__dict__)
clientPortfolioManager = ClientPortfolioManager()
# Get the user object
email = Email.objects.last().email
client = get_object_or_404(User, email=email)
ria = client.profile.ria_user
# Get client's portfolio
clientPortfolio = clientPortfolioManager.getCurrentPortfolio(client=client)
if clientPortfolio is None:
clientPortfolio = clientPortfolioManager.getActivePortfolio(client=client)
if clientPortfolio is None:
raise Http404()
companyInformation = ria.riacompanyinformation
portfolio = clientPortfolio.portfolio
isQualified = manageQualified(
session=request.session,
companyInformation=companyInformation,
isQualified=request.GET.get('is_qualified')
)
isFinal = False
# If client has final portfolio
if clientPortfolio.isAdvisorApproved():
isFinal = True
if client.profile.registration_step < 4:
profile = client.profile
profile.registration_step = 4
profile.save()
elif clientPortfolio.isProposed():
existWorkflow = None # Skip implementing workflow at this moment
portfolioInformationManager = PortfolioInformationManager()
clientAccounts = ClientAccount.objects.filter(client=client)
retirementAccounts = ClientAccount.objects.filter(client=client, groupType__group__name=AccountGroup.GROUP_EMPLOYER_RETIREMENT)
form = PortfolioForm()
# Skip document at this moment
documents = {
'ria_investment_management_agreement': '#',
}
portfolio_information = portfolioInformationManager.getPortfolioInformation(user=client, model=portfolio, isQualified=isQualified)
client.appointedBillingSpec.calcFeeTier()
data = {
'is_final': isFinal,
'client': client,
'client_accounts': clientAccounts,
'total': ClientAccount.getTotalScoreByClient(client=client),
'ria_company_information': companyInformation,
'has_retirement_account': True if retirementAccounts.exists() else False,
'portfolio_information': portfolio_information,
'show_sas_cash': containsSasCash(clientAccounts),
'is_use_qualified_models': companyInformation.is_use_qualified_models,
'form': form,
'signing_date': datetime.now(),
'documents': documents,
'action': 'client_portfolio',
}
return render(request, 'client/portfolio_index.html', data)
def suggestedPortfolio(request, client_id, client_view=0):
clientPortfolioManager = ClientPortfolioManager()
# Get the ria and client objects
ria = request.user
client = get_object_or_404(User, pk=client_id)
clientPortfolio = clientPortfolioManager.getActivePortfolio(client=client)
if clientPortfolio is None:
raise Http404("This client does not have suggested portfolio.")
# Skip implementing mailer at this moment
portfolio = clientPortfolio.portfolio
if request.method == 'POST':
settingsForm = SuggestedPortfolioForm(request.POST,
instance=client.profile,
clientPortfolio=clientPortfolio)
if settingsForm.is_valid():
portfolio = settingsForm.save(commit=False)
else:
settingsForm = SuggestedPortfolioForm(instance=client.profile,
clientPortfolio=clientPortfolio)
companyInformation = ria.riacompanyinformation
isUseQualified = companyInformation.isUseQualifiedModels()
isQualified = False
if isUseQualified:
# Skip implementing isQualified setting logic at this moment
pass
form = RiaClientAccountForm(client=client)
clientAccounts = ClientAccount.findConsolidatedAccountsByClient(
client=client)
portfolioInformationManager = PortfolioInformationManager()
portfolio_information = portfolioInformationManager.getPortfolioInformation(
user=client, model=portfolio, isQualified=isQualified)
client.appointedBillingSpec.calcFeeTier()
if bool(client_view):
parent_template = 'ria/clear_layout.html'
else:
parent_template = 'ria/dashboard_index.html'
context = {
'is_client_view': bool(client_view),
'user': ria,
'form': form,
'total': ClientAccount.getTotalScoreByClient(client=client),
'client': client,
'client_accounts': clientAccounts,
'settings_form': settingsForm,
'client_answers':
ClientQuestionnaireAnswer.objects.filter(client=client),
'has_retirement_account':
ClientAccount.hasRetirementAccount(client=client),
'ria_company_information': ria.riacompanyinformation,
'client_has_final_portfolio': clientPortfolio.isAdvisorApproved(),
'portfolio_information': portfolio_information,
'is_use_qualified_models': isUseQualified,
'action': 'ria_suggested_portfolio',
'billing_spec': client.appointedBillingSpec,
'parent_template': parent_template,
}
return render(request, 'ria/prospects_suggested_portfolio.html', context)