--- /dev/null
+../Pman.Admin
\ No newline at end of file
--- /dev/null
+../Pman.BAdmin
\ No newline at end of file
--- /dev/null
+<?php
+
+require_once 'Pman.php';
+
+class Pman_Coba_ApplicationSummary extends Pman
+{
+
+ var $masterTemplate = "application-summary-master.html";
+ var $tempalte = "individual.html";
+ var $client_css;
+
+ var $summary;
+ var $declarations;
+ var $documents;
+
+ var $modx_user_id;
+ var $dependentRow;
+ var $report_date;
+ var $user_name;
+ var $name_advisor;
+ var $data_director;
+ var $data_individual_shareholder;
+ var $data_company_shareholder;
+ var $ref_code;
+
+ //schema buffer for matching the data with shareholder of shareholder
+ var $schema_data_individual;
+ var $schema_data_company;
+
+ function getAuth()
+ {
+ return true;
+ }
+
+ function get($userdata_id,$opts = Array())
+ {
+ // ------load data for template-------
+ //phpinfo();
+ require_once 'Pman/Coba/Schema.php';
+ //load ext_data
+ $temp = PDO_DataObject::factory('ext_data');
+ $temp->autoJoin();
+ $temp->get('userdata_id',$userdata_id);
+ $this->ext_data = $temp->toArray();
+ //var_dump($this->ext_data);exit;
+ $account_type = $this->ext_data['account_type'];
+ $x = new Pman_Coba_Schema();
+ $this->summary = $x->modifySummary($this->ext_data);
+ //print_r($this->ext_data);exit;
+ $this->name_advisor = $this->ext_data['investment_advisor_id_firstname']." ".$this->ext_data['investment_advisor_id_lastname'];
+ //var_dump($this->name_advisor);exit;
+ //switch template && init name for diff account type
+ switch ($account_type) {
+ case 'individual':
+ $account_type_for_declaration = 'I';
+ $this->user_name = $this->ext_data['in_firstname']." ".$this->ext_data['in_lastname'];
+ $this->template = "application-summary-{$this->ext_data['account_type']}.html";
+ break;
+ case 'joint':
+ $account_type_for_declaration = 'J';
+ $this->user_name = $this->ext_data['in_firstname']." ".$this->ext_data['in_lastname'];
+ $this->template = "application-summary-{$this->ext_data['account_type']}.html";
+ break;
+ case 'corporate':
+ $account_type_for_declaration = 'C';
+ $this->user_name = $this->ext_data['company_name'];
+ $this->template = "application-summary-{$this->ext_data['account_type']}.html";
+ $this->modx_user_id = $userdata_id;
+ break;
+ default:
+ $account_type_for_declaration = 'I';
+ $this->user_name = $this->ext_data['in_firstname']." ".$this->ext_data['in_lastname'];
+ $this->template = "application-summary-{$this->ext_data['account_type']}.html";
+ break;
+ }
+ //init ref code
+ $ff = HTML_FlexyFramework2::get();
+ $this->ref_code = $ff->Coba['default_fund']."-".$userdata_id;
+
+ //load declaration
+ $y = PDO_DataObject::factory('coba_declarations');
+ $t = PDO_DataObject::factory('coba_investor_declarations');
+ $t->set
+ (
+ [
+ 'user_id' => $userdata_id
+ ]
+ );
+ $y->joinAdd($t);
+ $y->set
+ (
+ [
+ 'dec_type' => 'declaration',
+ 'used_by' => $account_type_for_declaration
+ ]
+ );
+ $this->declarations = $y->fetchAll();
+ //var_dump($this->declarations);
+
+ //load document
+ $z = PDO_DataObject::factory('coba_declarations');
+ $z->set
+ (
+ [
+ 'user_id' => $userdata_id
+ ]
+ );
+ $u = PDO_DataObject::factory('coba_investor_declarations');
+ $z->joinAdd($u);
+ $z->set
+ (
+ [
+ 'dec_type' => 'checklist',
+ 'used_by' => $account_type_for_declaration
+ ]
+ );
+ $this->documents = $z->fetchAll();
+ $this->report_date = date('F j, Y, h:i A');
+
+
+
+ $ff = HTML_FlexyFramework2::get();
+ }
+
+ //check the field dependency
+ function checkDependency($row)
+ {
+ if ($row['being_dependent'] == 'Y') {
+ //buffering the data for dependency checking
+ $this->dependentRow[$row['Section']][$row['Data Table']][$row['column_name']]
+ = $row['data']; //dependentRow[section][data table][column_name] = data
+
+ //checking for check_box hide or show property when the box if checked
+ if ($row['if_checked'] == 'show') {
+ if (!$row['data']) {
+ return FALSE;
+ }
+ } else {
+ if($row['data']) {
+ return FALSE;
+ }
+ }
+ }
+
+ //checking the data with the corresponding dependent row in the buffer
+ if (!empty($row['dependent_column_name'])) {
+ if ($row['dependent_val']
+ == $this->dependentRow[$row['Section']][$row['dependent_table']][$row['dependent_column_name']]) {
+ return TRUE;
+ } else {
+ return FALSE;
+ }
+ } else {
+ return TRUE;
+ }
+ }
+
+ //------check specific section for corporate------
+ function is_director_section($sectionKey)
+ {
+ if ($sectionKey == "Directors") {
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+ $x->_join .= "
+ LEFT JOIN
+ coba_address
+ ON
+ coba_address.id = join_coba_person_id_id.coba_address_id
+ ";
+ $address = DB_DataObject::factory('coba_address');
+ $x->selectAs($address, 'coba_address_id_%s');
+
+ $x->set(array(
+ 'relation' => 'DIRECTOR',
+ 'modx_user_id' => $this->modx_user_id
+ ));
+
+ $this->data_director = $x->fetchAll();
+ return true;
+ } else {
+ return false;
+ }
+ }
+
+ function is_individual_shareholder($sectionKey)
+ {
+ if ($sectionKey == 'KYC: Shareholders: Individual') {
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+ $x->_join .= "
+ LEFT JOIN
+ coba_address
+ ON
+ coba_address.id = join_coba_person_id_id.coba_address_id
+ ";
+ $address = DB_DataObject::factory('coba_address');
+ $x->selectAs($address, 'coba_address_id_%s');
+
+ $x->set(array(
+ 'relation' => 'SHAREHOLDER',
+ 'modx_user_id' => $this->modx_user_id,
+ 'coba_company_id' => '0'
+ ));
+
+ $this->data_individual_shareholder = $x->fetchAll();
+
+ return true;
+ } else {
+ return false;
+ }
+ }
+
+ function is_company_shareholder($sectionKey)
+ {
+ if ($sectionKey == 'KYC: Shareholders: Company') {
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+ $x->_join .= "
+ LEFT JOIN
+ coba_address
+ ON
+ coba_address.id = join_coba_company_id_id.coba_address_id
+ ";
+
+ $address = DB_DataObject::factory('coba_address');
+ $x->selectAs($address, 'coba_address_id_%s');
+ $x->set(array(
+ 'relation' => 'SHAREHOLDER',
+ 'modx_user_id' => $this->modx_user_id,
+ 'coba_person_id' => '0',
+ 'parent_company_id' => '0'
+ ));
+ $this->data_company_shareholder = $x->fetchAll();
+ return true;
+ } else {
+ return false;
+ }
+ }
+
+ //------saving buffer for specific section------
+ function save_buffer_for_individual_shareholder($row)
+ {
+ if (!isset($this->schema_data_individual)) {
+ $this->schema_data_individual = $row;
+ }
+ }
+
+ function save_buffer_for_company_shareholder($row)
+ {
+ if (!isset($this->schema_data_company)) {
+ $this->schema_data_company = $row;
+ }
+ }
+
+ function print_label_and_data($client_data,$row,$tab_num)
+ {
+ $field_name = $row['Data Table']."_id_".$row['column_name'];
+ //var_dump($client_data);
+ $row['data'] = $client_data->$field_name;
+ if ($this->checkDependency($row)) {
+ echo "
+ <tr class='app-sum-body-indi-data-row'>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ {$this->tabbing($tab_num)}
+ {$row['Label']}
+ </td>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ ";
+ $this->outputQuestionByType($row);
+ echo "</td></tr>";
+ }
+ }
+
+ //output question from each section && switch the output for different questions' type
+ function outputQuestionByType($row)
+ {
+ switch ($row['type']) {
+ case 'checkbox':
+ if ($row['data']){
+ echo "<span class='glyphicon glyphicon-check app-sum-icon'></span>";
+ } else {
+ echo "<span class='glyphicon glyphicon-unchecked app-sum-icon'></span>";
+ }
+ break;
+ default:
+ echo $row['data'];
+ break;
+ }
+ }
+
+ function print_shareholder_of_shareholder($company_shareholder,$tab_num)
+ {
+ $tab_num ++;
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+
+ $x->_join .= "
+ LEFT JOIN
+ coba_address
+ ON
+ coba_address.id = join_coba_person_id_id.coba_address_id
+ ";
+
+ $address = DB_DataObject::factory('coba_address');
+ $x->selectAs($address, 'coba_address_id_%s');
+
+
+ $x->set(array(
+ 'relation' => 'SHAREHOLDER',
+ 'parent_company_id' => $company_shareholder->coba_company_id,
+ 'coba_company_id' => '0'
+ ));
+ $data_individual_shareholder = $x->fetchAll();
+
+ foreach ($data_individual_shareholder as $individual_shareholder_key
+ => $individual_shareholder) {
+ echo "
+ <table class='app-sum-body-indi-data-table'>
+ <tr class='app-sum-body-indi-data-row'>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ {$this->tabbing($tab_num)}
+ <span class='app-sum-body-corp-title'>
+ Individual Shareholder
+ {$this->modifyClientNumber($individual_shareholder_key)}
+ </span>
+ </td>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ </td>
+ </tr>
+ ";
+ foreach ($this->schema_data_individual as $individual_row) {
+ $this->print_label_and_data($individual_shareholder,$individual_row,$tab_num);
+ }
+ echo "</table>";
+ }
+
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+
+ $x->_join .= "
+ LEFT JOIN
+ coba_address
+ ON
+ coba_address.id = join_coba_company_id_id.coba_address_id
+ ";
+
+ $address = DB_DataObject::factory('coba_address');
+ $x->selectAs($address, 'coba_address_id_%s');
+
+ $x->set(array(
+ 'relation' => 'SHAREHOLDER',
+ 'parent_company_id' => $company_shareholder->coba_company_id,
+ 'coba_person_id' => '0',
+ ));
+ $data_company_shareholder = $x->fetchAll();
+
+
+ if (count($data_company_shareholder)) {
+ foreach ($data_company_shareholder as $company_shareholder_key
+ => $company_shareholder) {
+ echo "
+ <table class='app-sum-body-indi-data-table'>
+ <tr class='app-sum-body-indi-data-row'>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ {$this->tabbing($tab_num)}
+ <span class='app-sum-body-corp-title'>
+ Company Shareholder
+ {$this->modifyClientNumber($company_shareholder_key)}
+ </span>
+ </td>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ </td>
+ </tr>
+ ";
+ foreach ($this->schema_data_company as $company_row) {
+ $this->print_label_and_data($company_shareholder,$company_row,$tab_num);
+ }
+ echo "</table>";
+ $this->print_shareholder_of_shareholder($company_shareholder,$tab_num);
+ }
+ }
+ }
+
+ function tabbing($tab_num)
+ {
+ $n = 0;
+ $tabbing_class_string = "";
+ while ($n < $tab_num) {
+ $tabbing_class_string.="<span class='app-sum-body-tabbing'></span>";
+ $n++;
+ };
+ return $tabbing_class_string;
+ }
+
+ function modifyClientNumber($n)
+ {
+ return $n+1;
+ }
+
+ function PHP_var_dump($a)
+ {
+ var_dump($a);
+ exit;
+ }
+}
--- /dev/null
+{
+ "name" : "Coba.Tab.RiskPersonal.EstatePlanning",
+ "parent" : "Coba.Tab.RiskPersonal",
+ "title" : "",
+ "path" : "/home/johns/gitlive/web.coba/Pman/Coba/Coba.Tab.RiskPersonal.EstatePlanning.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "964b03e94a6edfea87737f699fed5e16" : "11. Estate Planning",
+ "8efb22767cae88d8b201f93d67317f62" : "Do you have any charitable causes or fundations you wish to discuss further?",
+ "39d5089caa3c9caaa10b6d1a13216596" : "Have you empowered someone else to look after you medically in the event of disability or illness? This is known as an \"Advance Health Directive\"",
+ "529d3b49eec19fe53051e19f8b285124" : "Have you empowered someone else to look after your finances in the event of disability or illness? This is known as an \"Enduring Power of Attorney\"",
+ "6512bd43d9caa6e02c990b0a82652dca" : "11",
+ "2dca51ee6dc27c6d61d11edc7c21ebf0" : "Do you have a will?",
+ "3e30ef4abf20f94f57539695c792e0d5" : "If you do have a will, when was it last updated?",
+ "7f4dc4b9041e1b0ea37cdb415a85961a" : "Do you have any special need requirements of any dependents?",
+ "bf7d6c2a60f55d4ca507729b47f0ca74" : "Do you have a testamentary trust?",
+ "26a710cd1671b5d262ccccf9a6998300" : "If yes please explain further."
+ },
+ "items" : [
+ {
+ "xtype" : "Content",
+ "String region" : "center",
+ "$ xns" : "Roo.bootstrap.panel",
+ "String title" : 11,
+ "items" : [
+ {
+ "String header" : "11. Estate Planning",
+ "xtype" : "Container",
+ "String panel" : "primary",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin:20px;",
+ "items" : [
+ {
+ "xtype" : "Form",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 4,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "FieldLabel",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Do you have a will?",
+ "String style" : "line-height: 43px; margin-left:14px;"
+ }
+ ]
+ },
+ {
+ "Number md" : 8,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "estate_is_will",
+ "xtype" : "Radio",
+ "String labelAlign" : "top",
+ "String boxLabel" : "Yes",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 1
+ }
+ ]
+ },
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "estate_is_will",
+ "xtype" : "Radio",
+ "String labelAlign" : "left",
+ "String boxLabel" : "No",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 0
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 6,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "estate_year_will",
+ "xtype" : "Input",
+ "String labelAlign" : "left",
+ "string fieldLabel" : "If you do have a will, when was it last updated?",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "line-height:40px;",
+ "Number labelWidth" : 8
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 4,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "FieldLabel",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Do you have a testamentary trust?",
+ "String style" : "line-height: 43px; margin-left:14px;"
+ }
+ ]
+ },
+ {
+ "Number md" : 8,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "estate_is_testamentary",
+ "xtype" : "Radio",
+ "String labelAlign" : "top",
+ "String boxLabel" : "Yes",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 1
+ }
+ ]
+ },
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "estate_is_testamentary",
+ "xtype" : "Radio",
+ "String labelAlign" : "left",
+ "String boxLabel" : "No",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 0
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 4,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "FieldLabel",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Have you empowered someone else to look after your finances in the event of disability or illness? This is known as an \"Enduring Power of Attorney\"",
+ "String style" : " margin-left:14px;"
+ }
+ ]
+ },
+ {
+ "Number md" : 8,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "estate_is_enduring_power",
+ "xtype" : "Radio",
+ "String labelAlign" : "top",
+ "String boxLabel" : "Yes",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 1
+ }
+ ]
+ },
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "estate_is_enduring_power",
+ "xtype" : "Radio",
+ "String labelAlign" : "left",
+ "String boxLabel" : "No",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 0
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 4,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "FieldLabel",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Have you empowered someone else to look after you medically in the event of disability or illness? This is known as an \"Advance Health Directive\"",
+ "String style" : "margin-left:14px;"
+ }
+ ]
+ },
+ {
+ "Number md" : 8,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "estate_is_health_directive",
+ "xtype" : "Radio",
+ "String labelAlign" : "top",
+ "String boxLabel" : "Yes",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 1
+ }
+ ]
+ },
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "estate_is_health_directive",
+ "xtype" : "Radio",
+ "String labelAlign" : "left",
+ "String boxLabel" : "No",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 0
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 4,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "FieldLabel",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Do you have any special need requirements of any dependents?",
+ "String style" : "margin-left:14px;"
+ }
+ ]
+ },
+ {
+ "Number md" : 8,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "estate_is_special_need",
+ "xtype" : "Radio",
+ "String labelAlign" : "top",
+ "String boxLabel" : "Yes",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 1
+ }
+ ]
+ },
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "estate_is_special_need",
+ "xtype" : "Radio",
+ "String labelAlign" : "left",
+ "String boxLabel" : "No",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 0
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
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+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_expense_funeral_family",
+ "xtype" : "Input",
+ "string fieldLabel" : "Funeral expenses:",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "line-height: 30px;",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_fund_emergency_family",
+ "xtype" : "Input",
+ "string fieldLabel" : "Emergency fund:",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "line-height: 30px;",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Input",
+ "string fieldLabel" : "Total:",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "line-height: 30px;",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "String header" : "Provide against Critical Illness or Major Trauma",
+ "String panel" : "info",
+ "xtype" : "Container",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_liability_critical",
+ "xtype" : "Input",
+ "string fieldLabel" : "Liabilities to be paid out (e.g. Mortgage, Loans):",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "line-height: 30px;",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_expense_critical",
+ "xtype" : "Input",
+ "string fieldLabel" : "Other Expenses (e.g. Medical, Home Improvements):",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "line-height: 30px;",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_income_replace_critical",
+ "xtype" : "Input",
+ "string fieldLabel" : "Income to be replaced:",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "line-height: 30px;",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_income_other_critical",
+ "xtype" : "Input",
+ "string fieldLabel" : "Other:",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "line-height: 30px;",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Input",
+ "string fieldLabel" : "Total:",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "line-height: 30px;",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "String header" : "Protect income against serious illness or injury",
+ "xtype" : "Container",
+ "String panel" : "info",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_income_cover_serious",
+ "xtype" : "Input",
+ "string fieldLabel" : "Amount of income to be covered:",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "line-height: 30px;",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_year_sustain_serious",
+ "xtype" : "Input",
+ "string fieldLabel" : "Waiting period (How long could you sustain lifestyle without earning income?)",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_year_benefit_serious",
+ "xtype" : "Input",
+ "string fieldLabel" : "Benefit period (If you needed to make claim, for how long would you like benefits paid?)",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_income_other_serious",
+ "xtype" : "Input",
+ "string fieldLabel" : "Other:",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "line-height: 30px;",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Input",
+ "String labelAlign" : "left",
+ "string fieldLabel" : "Total:",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "line-height: 30px;",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "String header" : "Business Insurance",
+ "String panel" : "info",
+ "xtype" : "Container",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_expense_share_business",
+ "xtype" : "Input",
+ "string fieldLabel" : "Need for share purchase, partnership insurance for buy/sell arrangement:",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_expense_guarantor_business",
+ "xtype" : "Input",
+ "string fieldLabel" : "Guarantor's insurance:",
+ "String labelAlign" : "left",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "line-height: 30px;",
+ "Number labelWidth" : 4
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin: 5px;",
+ "items" : [
+ {
+ "Number md" : 4,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "FieldLabel",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Do you require Key-person insurance?",
+ "String style" : "line-height: 45px; margin-left:14px;"
+ }
+ ]
+ },
+ {
+ "Number md" : 8,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_is_require_keyperson",
+ "xtype" : "Radio",
+ "String labelAlign" : "top",
+ "String boxLabel" : "Yes",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 1
+ }
+ ]
+ },
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "insurance_is_require_keyperson",
+ "xtype" : "Radio",
+ "String labelAlign" : "left",
+ "String boxLabel" : "No",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 0
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Coba.Tab.RiskPersonal');
+
+Coba.Tab.RiskPersonal.LifeInsurance = new Roo.XComponent({
+
+ _strings : {
+ '2895e3be29309616204afd096d1e6653' :"Liabilities to be paid out (e.g. Mortgage, Personal Loans):",
+ '74a2c78bffd362899c586b892448533e' :"Guarantor's insurance:",
+ '1f20f91fae0ff79efca4d8d02306ba3e' :"Protecion of family and/ or assets in the event of Death or Total and Permanent Disablement",
+ 'ab91c7fde7e3f470415e967fd72f9332' :"Provide against Critical Illness or Major Trauma",
+ 'e1678dfbd206408d8ef5bfb94228bea5' :"Business Insurance",
+ '4f81ff448f5008d6dfbe5b474d7521f2' :"Liabilities to be paid out (e.g. Mortgage, Loans):",
+ 'cbf07fc663c0d8d286520e88cef718d6' :"Amount of income to be covered:",
+ 'c262b5a5a8b218eaa0604f30bf75e7f6' :"For how long would you want your income replaced?",
+ 'd3d9446802a44259755d38e6d163e820' :"10",
+ 'b8fa154d2e9e40b9f339dba7dabde17c' :"Emergency fund:",
+ 'eedf4b0c45884f110a705535494c893f' :"Do you require Key-person insurance?",
+ 'dea938ebabb8ebbf5fe89506727bb247' :"Funeral expenses:",
+ '7fe2a2366ed2550f552a84a37c46af56' :"Protect income against serious illness or injury",
+ 'f7302683963f2a1c38d31d48aa2a17ef' :"Waiting period (How long could you sustain lifestyle without earning income?)",
+ '1447299d17e7910f74983c23e9d79d5b' :"Children's education expenses:",
+ '70e9e572ab6623d0d2420faaa2c67adf' :"Other Expenses (e.g. Medical, Home Improvements):",
+ '22dd14a1d6bbc507213d3502c364d721' :"Need for share purchase, partnership insurance for buy/sell arrangement:",
+ '00c1ad871e16f31bc35aaeba5c71d296' :"Income to be replaced:",
+ '176a8c52ebd1a2f21acceabb717334ec' :"Benefit period (If you needed to make claim, for how long would you like benefits paid?)",
+ 'ee629a7c963d602a41c6a4cdfd36673a' :"10. Life Insurance Objectives & Concerns",
+ '66c4c5112f455a19afde47829df363fa' :"Total:",
+ 'fc1858e766ad35ccd1e3aaa0766a7fea' :"Other:"
+ },
+
+ part : ["Coba", "LifeInsurance" ],
+ order : '001-Coba.Tab.RiskPersonal.LifeInsurance',
+ region : 'center',
+ parent : 'Coba.Tab.RiskPersonal',
+ name : "unnamed module",
+ disabled : false,
+ permname : '',
+ _tree : function(_data)
+ {
+ var _this = this;
+ var MODULE = this;
+ return {
+ xtype : 'Content',
+ region : 'center',
+ title : 10,
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ items : [
+ {
+ xtype : 'Container',
+ header : _this._strings['ee629a7c963d602a41c6a4cdfd36673a'] /* 10. Life Insurance Objectives & Concerns */,
+ panel : 'primary',
+ style : 'margin:20px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Form',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Container',
+ header : _this._strings['1f20f91fae0ff79efca4d8d02306ba3e'] /* Protecion of family and/ or assets in the event of Death or Total and Permanent Disablement */,
+ panel : 'info',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['2895e3be29309616204afd096d1e6653'] /* Liabilities to be paid out (e.g. Mortgage, Personal Loans): */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_liability_family',
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['1447299d17e7910f74983c23e9d79d5b'] /* Children's education expenses: */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_expense_edu_family',
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['00c1ad871e16f31bc35aaeba5c71d296'] /* Income to be replaced: */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_income_replace_family',
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['c262b5a5a8b218eaa0604f30bf75e7f6'] /* For how long would you want your income replaced? */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_year_replace_family',
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['dea938ebabb8ebbf5fe89506727bb247'] /* Funeral expenses: */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_expense_funeral_family',
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['b8fa154d2e9e40b9f339dba7dabde17c'] /* Emergency fund: */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_fund_emergency_family',
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['66c4c5112f455a19afde47829df363fa'] /* Total: */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Container',
+ header : _this._strings['ab91c7fde7e3f470415e967fd72f9332'] /* Provide against Critical Illness or Major Trauma */,
+ panel : 'info',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['4f81ff448f5008d6dfbe5b474d7521f2'] /* Liabilities to be paid out (e.g. Mortgage, Loans): */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_liability_critical',
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['70e9e572ab6623d0d2420faaa2c67adf'] /* Other Expenses (e.g. Medical, Home Improvements): */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_expense_critical',
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['00c1ad871e16f31bc35aaeba5c71d296'] /* Income to be replaced: */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_income_replace_critical',
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['fc1858e766ad35ccd1e3aaa0766a7fea'] /* Other: */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_income_other_critical',
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['66c4c5112f455a19afde47829df363fa'] /* Total: */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Container',
+ header : _this._strings['7fe2a2366ed2550f552a84a37c46af56'] /* Protect income against serious illness or injury */,
+ panel : 'info',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['cbf07fc663c0d8d286520e88cef718d6'] /* Amount of income to be covered: */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_income_cover_serious',
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['f7302683963f2a1c38d31d48aa2a17ef'] /* Waiting period (How long could you sustain lifestyle without earning income?) */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_year_sustain_serious',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['176a8c52ebd1a2f21acceabb717334ec'] /* Benefit period (If you needed to make claim, for how long would you like benefits paid?) */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_year_benefit_serious',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['fc1858e766ad35ccd1e3aaa0766a7fea'] /* Other: */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_income_other_serious',
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['66c4c5112f455a19afde47829df363fa'] /* Total: */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Container',
+ header : _this._strings['e1678dfbd206408d8ef5bfb94228bea5'] /* Business Insurance */,
+ panel : 'info',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['22dd14a1d6bbc507213d3502c364d721'] /* Need for share purchase, partnership insurance for buy/sell arrangement: */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_expense_share_business',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['74a2c78bffd362899c586b892448533e'] /* Guarantor's insurance: */,
+ labelAlign : 'left',
+ labelWidth : 4,
+ name : 'insurance_expense_guarantor_business',
+ style : 'line-height: 30px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin: 5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 4,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'FieldLabel',
+ html : _this._strings['eedf4b0c45884f110a705535494c893f'] /* Do you require Key-person insurance? */,
+ style : 'line-height: 45px; margin-left:14px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ },
+ {
+ xtype : 'Column',
+ md : 8,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 2,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Radio',
+ boxLabel : 'Yes',
+ inputValue : 1,
+ labelAlign : 'top',
+ name : 'insurance_is_require_keyperson',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ },
+ {
+ xtype : 'Column',
+ md : 2,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Radio',
+ boxLabel : 'No',
+ inputValue : 0,
+ labelAlign : 'left',
+ name : 'insurance_is_require_keyperson',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }; }
+});
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Coba_address extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'coba_address';
+
+ public $id;
+ public $country;
+ public $other_country;
+ public $state;
+ public $other_state;
+ public $city;
+ public $without_post_code;
+ public $post_code;
+ public $address_line_1;
+ public $address_line_2;
+
+
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Coba_application_signup extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'coba_application_signup';
+
+ function sendVerification($template, $roo)
+ {
+ $content = array(
+ 'template' => $template,
+ 'person' => $this,
+ 'serverName' => $_SERVER['SERVER_NAME'],
+ 'baseURL' => $roo->baseURL
+ );
+
+ $sent = DB_DataObject::factory('core_email')->send($content);
+
+ if(!is_object($sent)){
+ return true;
+ }
+
+ print_r($sent->getMessage());exit;
+ return false;
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Coba_company extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'coba_company';
+
+ public $id;
+ public $name;
+ public $domicile;
+ public $other_domicile;
+ public $registration_number;
+ public $date_of_incorporation;
+ public $not_domociled_usa;
+ public $giin_number;
+
+ function beforeDelete($dependants, $roo)
+ {
+ $coba_investor_relation = DB_DataObject::factory('coba_investor_relation');
+ $coba_investor_relation->setFrom(array(
+ 'parent_company_id' => $this->id
+ ));
+
+ foreach($coba_investor_relation->fetchAll() as $c){
+ $c->beforeDelete(array(), $roo);
+ $c->delete();
+ }
+
+ $coba_address = DB_DataObject::factory('coba_address');
+ $coba_address->get($this->coba_address_id);
+ $coba_address->delete();
+ }
+
+ function getShareholders()
+ {
+ $coba_investor_relation = DB_DataObject::factory('coba_investor_relation');
+ $coba_investor_relation->autoJoin();
+ $coba_investor_relation->setFrom(array(
+ 'relation' => 'SHAREHOLDER',
+ ));
+ $coba_investor_relation->whereAdd("coba_investor_relation.coba_company_id != 0");
+
+ return $coba_investor_relation->fetchAll();
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Coba_country extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'coba_country';
+
+ public $id;
+ public $name;
+ public $abbrv;
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Coba_declarations extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'coba_declarations';
+
+ public $id;
+ public $fund_id;
+ public $dec_type;
+ public $nickname;
+ public $title;
+ public $created_dt;
+ public $created_by;
+ public $is_active;
+ public $used_by;
+ public $seq_order;
+
+ var $account_type_mapping = array(
+ 'individual' => 'I',
+ 'joint' => 'J',
+ 'corporate' => 'C'
+ );
+
+ function applyFilters($q, $au)
+ {
+ if(!empty($q['_user_id'])){
+
+ $ext_data = DB_DataObject::factory('ext_data')->load('userdata_id', $q['_user_id']);
+
+ $used_by = $this->account_type_mapping[$ext_data->account_type];
+
+ if($ext_data->account_type == 'corporate' && $ext_data->is_listed_company == 'yes'){
+ $used_by = 'CL';
+ }
+
+ $this->whereAdd("coba_declarations.used_by = '{$used_by}'");
+
+ $this->whereAddUserFilter($ext_data);
+
+ }
+
+ }
+
+ function postListFilter($data, $au, $q)
+ {
+ if(!empty($q['_user_id'])){
+
+ foreach ($data as $k => $v){
+
+ $coba_investor_declarations = DB_DataObject::factory('coba_investor_declarations');
+ $coba_investor_declarations->setFrom(array(
+ 'user_id' => $q['_user_id'],
+ 'dec_id' => $v['id']
+ ));
+
+ if(!$coba_investor_declarations->find(true)){
+ $coba_investor_declarations->insert();
+ }
+
+ $data[$k]['coba_investor_declarations_id'] = $coba_investor_declarations->id;
+
+ $data[$k]['coba_investor_declarations_documents'] = $coba_investor_declarations->getDocuments();
+
+ }
+
+ if(!empty($q['_with_others'])){
+
+ $images = DB_DataObject::factory('Images');
+ $images->setFrom(array(
+ 'ontable' => 'modx_users',
+ 'onid' => $q['_user_id'],
+ 'imgtype' => 'other_documents'
+ ));
+
+ $data[] = array(
+ 'id' => -1,
+ 'title' => 'Others',
+ 'coba_investor_declarations_id' => $q['_user_id'],
+ 'coba_investor_declarations_documents' => $images->fetchAll(false, false, 'toArray')
+ );
+
+ }
+
+ }
+
+ return $data;
+
+ }
+
+ function whereAddUserFilter($ext_data)
+ {
+ if(empty($ext_data) || empty($ext_data->account_type)){
+ return;
+ }
+
+ if($ext_data->in_professional_investor != 'yes' && $ext_data->professional_investor_second_ap != 'yes'){
+ $this->whereAdd("coba_declarations.nickname != 'prof_inv'");
+ }
+
+ switch ($ext_data->account_type) {
+
+ case 'individual' :
+
+ /*
+ * FormList
+ */
+
+ if($ext_data->in_uscitizen == 'yes'){
+ $this->whereAdd("coba_declarations.nickname != 'w8ben'");
+ }
+
+ if($ext_data->in_uscitizen == 'no'){
+ $this->whereAdd("coba_declarations.nickname != 'w9'");
+ }
+
+ /*
+ * CheckList
+ */
+
+ if(!empty($ext_data->not_have_passport)){
+ $this->whereAdd("coba_declarations.nickname != 'passport_copy'");
+ }
+
+ if(!empty($ext_data->not_have_id_card)){
+ $this->whereAdd("coba_declarations.nickname != 'id_copy'");
+ }
+
+ if($ext_data->in_uscitizen == 'yes'){
+ $this->whereAdd("coba_declarations.nickname != 'w8ben'");
+ }
+
+ if($ext_data->in_uscitizen == 'no'){
+ $this->whereAdd("coba_declarations.nickname != 'w9'");
+ }
+
+ break;
+ case 'joint' :
+
+ /*
+ * FormList
+ */
+
+ if($ext_data->in_uscitizen == 'yes' && $ext_data->uscitizen_second_ap == 'yes'){
+ $this->whereAdd("coba_declarations.nickname != 'w8ben'");
+ }
+
+ if($ext_data->in_uscitizen == 'no' && $ext_data->uscitizen_second_ap == 'no'){
+ $this->whereAdd("coba_declarations.nickname != 'w9'");
+ }
+
+ /*
+ * CheckList
+ */
+
+ if(!empty($ext_data->not_have_passport) && !empty($ext_data->not_have_passport_ap2)){
+ $this->whereAdd("coba_declarations.nickname != 'passport_copy'");
+ }
+
+ if(!empty($ext_data->not_have_id_card) && !empty($ext_data->not_have_id_card_ap2)){
+ $this->whereAdd("coba_declarations.nickname != 'id_copy'");
+ }
+
+ if($ext_data->in_uscitizen == 'yes' && $ext_data->uscitizen_second_ap == 'yes'){
+ $this->whereAdd("coba_declarations.nickname != 'w8ben'");
+ }
+
+ if($ext_data->in_uscitizen == 'no' && $ext_data->uscitizen_second_ap == 'no'){
+ $this->whereAdd("coba_declarations.nickname != 'w9'");
+ }
+
+ break;
+ case 'corporate' :
+
+ /*
+ * FormList
+ */
+
+ if($ext_data->is_listed_company == 'yes' || $ext_data->in_uscitizen == 'yes'){
+ $this->whereAdd("coba_declarations.nickname != 'w8bene'");
+ }
+
+ /*
+ * CheckList
+ */
+
+ if($ext_data->is_listed_company == 'yes' || $ext_data->in_uscitizen == 'yes'){
+ $this->whereAdd("coba_declarations.nickname != 'w8bene'");
+ }
+
+ break;
+ }
+ }
+
+
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Coba_investor_declarations extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'coba_investor_declarations';
+
+ public $id;
+ public $user_id;
+ public $dec_id;
+ public $is_agreed;
+ public $agreed_dt;
+
+ function applyFilters($q, $au, $roo)
+ {
+
+ }
+
+ function getDocuments()
+ {
+ $images = DB_DataObject::factory('Images');
+ $images->setFrom(array(
+ 'ontable' => $this->tableName(),
+ 'onid' => $this->id
+ ));
+
+ return $images->fetchAll(false, false, 'toArray');
+ }
+
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Coba_investor_lexis_results extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'coba_investor_lexis_results';
+
+ public $id;
+ public $investor_id;
+ public $match_id;
+ public $updated_by;
+ public $updated_dt;
+ public $reason;
+ public $is_active;
+ public $status;
+
+ function onUpdate($old, $q, $roo)
+ {
+ $this->addActivityEvent($old, $roo);
+
+ $this->validateProcess($roo);
+ }
+
+ function addActivityEvent($old, $roo)
+ {
+ switch ($this->status) {
+ case 1 :
+ $action = 'LEXIS NEXIS ACCEPT';
+ $remarks = 'Lexis Nexis Accepted';
+ break;
+ case -1:
+ $action = 'LEXIS NEXIS REJECT';
+ $remarks = 'Lexis Nexis Rejected';
+ break;
+ default :
+
+ if($old->status == 1){
+ $action = 'LEXIS NEXIS UN-ACCEPT';
+ $remarks = 'Lexis Nexis Un-accepted';
+ break;
+ }
+
+ $action = 'LEXIS NEXIS UN-REJECT';
+ $remarks = 'Lexis Nexis Un-rejected';
+
+ break;
+ }
+
+ $e = $roo->addEvent($action, $this, $remarks);
+
+ $o = clone($e);
+ $e->modx_users_id = $this->investor_id;
+ $e->update($o);
+
+ }
+
+ function validateProcess($roo)
+ {
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+ $coba_investor_lexis_results->setFrom(array(
+ 'investor_id' => $this->investor_id,
+ 'is_active' => 1,
+ 'status' => 0
+ ));
+
+ if($coba_investor_lexis_results->count()){
+ return;
+ }
+
+ $modx_users = DB_DataObject::factory('modx_users');
+
+ if(empty($this->investor_id) || !$modx_users->get($this->investor_id)){
+ return;
+ }
+
+ $modx_users->sendLexisNexisComplianceEmail();
+
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Coba_investor_notes extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'coba_investor_notes';
+
+ public $id;
+ public $investor_id;
+ public $created_by;
+ public $created_dt;
+ public $notes;
+ public $note_type;
+
+ function onInsert($q, $roo)
+ {
+ if(!empty($this->note_type) && $this->note_type == 'COMPLIANCE REJECTED'){
+
+ $this->addComplianceLog($roo);
+
+ DB_DataObject::factory('modx_users')->load($this->investor_id)->sendComplianceRejectionEmail();
+ }
+ }
+
+ function addComplianceLog($roo)
+ {
+ $e = $roo->addEvent('COMPLIANCE REJECTED', $this, 'Compliance officer rejected');
+
+ $o = clone($e);
+ $e->modx_users_id = $this->investor_id;
+ $e->update($o);
+
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Coba_investor_relation extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'coba_investor_relation';
+
+ public $id;
+ public $modx_user_id;
+ public $coba_person_id;
+ public $relation;
+ public $parent_company_id;
+ public $coba_company_id;
+
+ function can_delete_by($au)
+ {
+ if(!empty($this->modx_user_id)){
+ return ($this->modx_user_id == $au->id) ? true : false;
+ }
+
+ if(empty($this->parent_company_id)){
+ return false;
+ }
+
+ $coba_investor_relation = DB_DataObject::factory('coba_investor_relation');
+ $coba_investor_relation->setFrom(array(
+ 'modx_user_id' => $au->id,
+ 'coba_company_id' => $this->parent_company_id
+ ));
+
+ return $coba_investor_relation->count() ? true : false;
+
+ }
+
+ function beforeDelete($dependants, $roo)
+ {
+ if(!empty($this->coba_person_id)){
+
+ $other = DB_DataObject::factory('coba_investor_relation');
+ $other->setFrom(array(
+ 'coba_person_id' => $this->coba_person_id
+ ));
+
+ $other->whereAdd("coba_investor_relation.id != {$this->id}");
+
+ if(!$other->count()){
+
+ $coba_person = DB_DataObject::factory('coba_person');
+
+ if($coba_person->get($this->coba_person_id)){
+ $coba_person->beforeDelete(array(), $roo);
+ $coba_person->delete();
+ }
+ }
+ }
+
+ if(!empty($this->coba_company_id)){
+
+ $other = DB_DataObject::factory('coba_investor_relation');
+
+ $other->setFrom(array(
+ 'coba_company_id' => $this->coba_company_id
+ ));
+
+ $other->whereAdd("coba_investor_relation.id != {$this->id}");
+
+ if(!$other->count()){
+
+ $coba_company = DB_DataObject::factory('coba_company');
+
+ if($coba_company->get($this->coba_company_id)){
+ $coba_company->beforeDelete(array(), $roo);
+ $coba_company->delete();
+ }
+
+ }
+ }
+ }
+
+ function autoJoinPersonAddr()
+ {
+ $this->_join .= "LEFT JOIN
+ coba_address AS coba_address_cir
+ ON
+ coba_address_cir.id = join_coba_person_id_id.coba_address_id";
+ }
+
+ function autoJoinComAddr()
+ {
+ $this->_join .= "LEFT JOIN
+ coba_address AS coba_address_cir
+ ON
+ coba_address_cir.id = join_coba_company_id_id.coba_address_id";
+ }
+
+ function selectAddCountryStates()
+ {
+ $this->selectAdd("
+ (SELECT coba_state.name FROM coba_state
+ WHERE coba_state.id = coba_address_cir.state)
+ AS state_name ,
+
+ (SELECT i18n_translate('c' , coba_address_cir.country, 'en'))
+ AS country_name ,
+
+ (SELECT i18n_translate('c' , join_coba_person_id_id.nationality, 'en'))
+ AS nationality_name ,
+
+ (SELECT i18n_translate('c' , join_coba_person_id_id.place_of_birth, 'en'))
+ AS place_of_birth_name,
+
+ (SELECT i18n_translate('c' ,join_coba_company_id_id.domicile, 'en'))
+ AS domicile_name,
+
+ coba_address_cir.country AS coba_address_id_country,
+
+ coba_address_cir.other_country AS coba_address_id_other_country,
+
+ coba_address_cir.state AS coba_address_id_state,
+
+ coba_address_cir.other_state AS coba_address_id_other_state,
+
+ coba_address_cir.city AS coba_address_id_city,
+
+ coba_address_cir.without_post_code AS coba_address_id_without_post_code,
+
+ coba_address_cir.post_code AS coba_address_id_post_code,
+
+ coba_address_cir.address_line_1 AS coba_address_id_address_line_1,
+
+ coba_address_cir.address_line_2 AS coba_address_id_address_line_2
+ ");
+ }
+}
\ No newline at end of file
--- /dev/null
+<?php
+
+require_once 'Pman/Core/DataObjects/Core_person.php';
+
+class Pman_Coba_DataObjects_Coba_person extends Pman_Core_DataObjects_Core_person
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'coba_person';
+
+ function beforeDelete($dependants, $roo)
+ {
+ $coba_address = DB_DataObject::factory('coba_address');
+ $coba_address->get($this->coba_address_id);
+ $coba_address->delete();
+
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Coba_person_investor_profile extends PDO_DataObject
+{
+ public $__table = 'coba_person_investor_profile';
+
+ function post()
+ {
+ /*
+ if(empty($_REQUEST['investor_id'])){
+ $this->insert($_REQUEST);
+ }
+
+ $this->update($_REQUEST);
+ */
+ }
+}
--- /dev/null
+<?php
+/**
+ * Table Definition for Coba_person_notes
+ *
+ * objects can implement relatedWhere(), which should return
+ * 'tablename' => array of ids
+ *
+ *
+ */
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Coba_person_notes extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'coba_person_notes'; // table name
+ public $id; // int(11) not_null primary_key auto_increment
+ public $coba_person_id; // int(11)
+ public $date_created; // date
+ public $notes; // longtext
+
+ /* the code above is auto generated do not remove the tag below */
+ ###END_AUTOCODE
+
+
+
+
+ // ------------ROO HOOKS------------------------------------
+ function applyFilters($q, $au ,$roo)
+ {
+ $tn = $this->tableName();
+ // if not empty on_table
+
+ if (!empty($q['query']['from'])) {
+ $dt = date('Y-m-d' , strtotime($q['query']['from']));
+ $this->whereAdd(" {$tn}.date_created >= '$dt' ");
+ }
+ if (!empty($q['query']['to'])) {
+ $dt = date('Y-m-d' , strtotime($q['query']['to']));
+ $this->whereAdd(" {$tn}.date_created <= '$dt' ");
+ }
+
+
+ if (!empty($q['coba_person_id'])) {
+ $coba_person_id = $this->escape($q['coba_person_id']);
+ //$dt = date('Y-m-d' , strtotime($q['query']['to']));
+ $this->whereAdd(" {$tn}.coba_person_id <= '$coba_person_id' ");
+ }
+
+ if (!empty($q['_order_by'])) {
+ $_order_by = $this->escape($q['_order_by']);
+ $this->orderBy($_order_by);
+ }
+
+
+
+ }
+
+
+
+ /**
+ * object :
+ * return the object that this relates to.
+ *
+ * @return {DB_DataObject} related object
+ */
+ function object()
+ {
+ $o = DB_DataObject::factory($this->on_table);
+ $o->get($this->on_id);
+ return $o;
+
+ }
+
+
+ function beforeInsert($request,$roo)
+ {
+ if(empty($this->date_created)){
+ $this->date_created = $this->sqlValue("NOW()");
+ }
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Coba_state extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'coba_state';
+
+ public $id;
+ public $country_id;
+ public $name;
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Ext_data extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'ext_data';
+
+ function applyFilters($q, $au, $roo)
+ {
+ $this->selectAdd("
+ CASE
+ WHEN in_middlename='' THEN
+ CONCAT_WS(' ', in_firstname,in_lastname)
+ ELSE
+ CONCAT_WS(' ', in_firstname,in_middlename,in_lastname)
+ END AS full_name
+ ");
+
+ if (!empty($q['_search_filter'])) {
+ $search_filter = str_replace(' ','%',trim($this->escape($q['_search_filter'])));
+ $this->whereAdd("(
+ in_email LIKE '%{$search_filter}%'
+ OR
+ concat(in_firstname, in_middlename, in_lastname) LIKE '%{$search_filter}%'
+ OR
+ concat(in_lastname, in_firstname, in_middlename) LIKE '%{$search_filter}%'
+ OR
+ company_name LIKE '%{$search_filter}%'
+ )");
+ }
+
+ if (!empty($q['_with_status'])) {
+ require_once 'Pman/Coba/Schema.php';
+ $x = new Pman_Coba_Schema(); // ctor -> load
+
+ $x->modifySelectAdd($this); //modifying the select add query for checking the completeness of the user profile
+
+ $this->selectAddIsMissingDocument();
+
+ }
+
+ if (!empty($q['_include_deleted'])) {
+ $this->whereAdd("ext_data.deleted_by>=0");
+ } else {
+ $this->whereAdd("ext_data.deleted_by=0");
+ }
+ }
+
+ function selectAddIsMissingDocument()
+ {
+ $this->selectAdd("
+ CASE WHEN
+ (
+ (
+ SELECT
+ COUNT(coba_investor_declarations.id)
+ FROM
+ coba_investor_declarations
+ WHERE
+ coba_investor_declarations.user_id = ext_data.userdata_id
+ AND
+ coba_investor_declarations.dec_id IN (
+
+ SELECT
+ coba_declarations.id
+ FROM
+ coba_declarations
+ WHERE
+ coba_declarations.dec_type = 'checklist'
+ AND
+ coba_declarations.is_active = 1
+ AND
+ (
+ CASE WHEN ext_data.account_type = 'individual' THEN
+ coba_declarations.used_by = 'I'
+ WHEN ext_data.account_type = 'joint' THEN
+ coba_declarations.used_by = 'J'
+ WHEN ext_data.account_type = 'corporate' AND ext_data.is_listed_company != 'yes' THEN
+ coba_declarations.used_by = 'C'
+ WHEN ext_data.account_type = 'corporate' AND ext_data.is_listed_company = 'yes' THEN
+ coba_declarations.used_by = 'CL'
+ END
+ )
+ AND
+ (
+ CASE WHEN
+ (ext_data.account_type = 'individual' AND ext_data.not_have_passport = 1) OR
+ (ext_data.account_type = 'joint' AND ext_data.not_have_passport = 1 AND ext_data.not_have_passport_ap2 = 1)
+ THEN
+ coba_declarations.nickname != 'passport_copy'
+ ELSE
+ TRUE
+ END
+ )
+ AND
+ (
+ CASE WHEN
+ (ext_data.account_type = 'individual' AND ext_data.not_have_id_card = 1) OR
+ (ext_data.account_type = 'joint' AND ext_data.not_have_id_card = 1 AND ext_data.not_have_id_card_ap2 = 1)
+ THEN
+ coba_declarations.nickname != 'id_copy'
+ ELSE
+ TRUE
+ END
+ )
+ AND
+ (
+ CASE WHEN
+ (ext_data.account_type = 'individual' AND ext_data.in_uscitizen = 'yes') OR
+ (ext_data.account_type = 'joint' AND ext_data.in_uscitizen = 'yes' AND ext_data.uscitizen_second_ap = 'yes')
+ THEN
+ coba_declarations.nickname != 'w8ben'
+ ELSE
+ TRUE
+ END
+ )
+ AND
+ (
+ CASE WHEN
+ (ext_data.account_type = 'individual' AND ext_data.in_uscitizen = 'no') OR
+ (ext_data.account_type = 'joint' AND ext_data.in_uscitizen = 'no' AND ext_data.uscitizen_second_ap = 'no')
+ THEN
+ coba_declarations.nickname != 'w9'
+ ELSE
+ TRUE
+ END
+ )
+ AND
+ (
+ CASE WHEN
+ (ext_data.account_type = 'corporate' AND ext_data.is_listed_company = 'yes') OR
+ (ext_data.account_type = 'corporate' AND ext_data.in_uscitizen = 'yes')
+ THEN
+ coba_declarations.nickname != 'w8bene'
+ ELSE
+ TRUE
+ END
+ )
+
+
+ )
+ AND
+ (
+ SELECT
+ COUNT(Images.id)
+ FROM
+ Images
+ WHERE
+ Images.ontable = 'coba_investor_declarations'
+ AND
+ Images.onid = coba_investor_declarations.id
+ ) > 0
+ )
+ =
+ (
+ SELECT
+ COUNT(coba_declarations.id)
+ FROM
+ coba_declarations
+ WHERE
+ coba_declarations.dec_type = 'checklist'
+ AND
+ coba_declarations.is_active = 1
+ AND
+ (
+ CASE WHEN ext_data.account_type = 'individual' THEN
+ coba_declarations.used_by = 'I'
+ WHEN ext_data.account_type = 'joint' THEN
+ coba_declarations.used_by = 'J'
+ WHEN ext_data.account_type = 'corporate' AND ext_data.is_listed_company != 'yes' THEN
+ coba_declarations.used_by = 'C'
+ WHEN ext_data.account_type = 'corporate' AND ext_data.is_listed_company = 'yes' THEN
+ coba_declarations.used_by = 'CL'
+ END
+ )
+ AND
+ (
+ CASE WHEN
+ (ext_data.account_type = 'individual' AND ext_data.not_have_passport = 1) OR
+ (ext_data.account_type = 'joint' AND ext_data.not_have_passport = 1 AND ext_data.not_have_passport_ap2 = 1)
+ THEN
+ coba_declarations.nickname != 'passport_copy'
+ ELSE
+ TRUE
+ END
+ )
+ AND
+ (
+ CASE WHEN
+ (ext_data.account_type = 'individual' AND ext_data.not_have_id_card = 1) OR
+ (ext_data.account_type = 'joint' AND ext_data.not_have_id_card = 1 AND ext_data.not_have_id_card_ap2 = 1)
+ THEN
+ coba_declarations.nickname != 'id_copy'
+ ELSE
+ TRUE
+ END
+ )
+ AND
+ (
+ CASE WHEN
+ (ext_data.account_type = 'individual' AND ext_data.in_uscitizen = 'yes') OR
+ (ext_data.account_type = 'joint' AND ext_data.in_uscitizen = 'yes' AND ext_data.uscitizen_second_ap = 'yes')
+ THEN
+ coba_declarations.nickname != 'w8ben'
+ ELSE
+ TRUE
+ END
+ )
+ AND
+ (
+ CASE WHEN
+ (ext_data.account_type = 'individual' AND ext_data.in_uscitizen = 'no') OR
+ (ext_data.account_type = 'joint' AND ext_data.in_uscitizen = 'no' AND ext_data.uscitizen_second_ap = 'no')
+ THEN
+ coba_declarations.nickname != 'w9'
+ ELSE
+ TRUE
+ END
+ )
+ AND
+ (
+ CASE WHEN
+ (ext_data.account_type = 'corporate' AND ext_data.is_listed_company = 'yes') OR
+ (ext_data.account_type = 'corporate' AND ext_data.in_uscitizen = 'yes')
+ THEN
+ coba_declarations.nickname != 'w8bene'
+ ELSE
+ TRUE
+ END
+ )
+
+ )
+ ) THEN
+ 0
+ ELSE
+ 1
+ END AS is_missing_document
+
+ ");
+
+ }
+
+ function toRooSingleArray($au, $q)
+ {
+ $ret = $this->toArray();
+
+ if(!empty($q['_with_lexis_nexis'])){
+
+ $ff = HTML_FlexyFramework::get();
+
+ if(!empty($ff->Coba) && !empty($ff->Coba['LexisNexis'])){
+
+ $file = "{$ff->Pman['storedir']}/soap/responses/{$ret['userdata_id']}.json";
+
+ $ret['is_lexis_nexis_search_completed'] = (file_exists($file)) ? 1 : 0;
+
+ $ret['total_lexis_nexis'] = 0;
+
+ if (!$ret['is_lexis_nexis_search_completed'] ) {
+ return $ret;
+ }
+
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+ $coba_investor_lexis_results->setFrom(array(
+ 'investor_id' => $ret['userdata_id'],
+ 'is_active' => 1
+ ));
+ $coba_investor_lexis_results->whereAdd("coba_investor_lexis_results.status != -1");
+
+ $ret['total_lexis_nexis'] = $coba_investor_lexis_results->count();
+
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+ $coba_investor_lexis_results->setFrom(array(
+ 'investor_id' => $ret['userdata_id'],
+ 'is_active' => 1,
+ 'status' => 0
+ ));
+
+ $ret['is_lexis_nexis_view_completed'] = ($coba_investor_lexis_results->count()) ? 0 : 1;
+
+ }
+ }
+
+ if(!empty($q['_with_compliance_status'])){
+
+ $ret['compliance_status'] = 'PENDING';
+ $ret['compliance_status_by'] = '';
+ $ret['compliance_coba_investor_notes'] = 0;
+
+ $coba_investor_notes = DB_DataObject::factory('coba_investor_notes');
+ $coba_investor_notes->setFrom(array(
+ 'investor_id' => $ret['userdata_id'],
+ 'note_type' => 'COMPLIANCE REJECTED'
+ ));
+
+ if($coba_investor_notes->find(true)){
+ $ret['compliance_status'] = 'REJECTED';
+ $ret['compliance_status_by'] = DB_DataObject::factory('core_person')->load($coba_investor_notes->created_by)->name;
+ $ret['compliance_coba_investor_notes'] = $coba_investor_notes->toArray();
+ } else {
+
+ $events = DB_DataObject::factory('Events');
+ $events->setFrom(array(
+ 'modx_users_id' => $ret['userdata_id'],
+ 'action' => 'COMPLIANCE APPROVED'
+ ));
+
+ if($events->find(true)){
+ $ret['compliance_status'] = 'APPROVED';
+ $ret['compliance_status_by'] = DB_DataObject::factory('core_person')->load($events->person_id)->name;
+ }
+
+ }
+ }
+
+ return $ret;
+ }
+
+ function beforeDelete($dependants, $roo)
+ {
+ $roo->jerr('ERROR', 'Record delete is not allowed');
+ }
+
+ function beforeUpdate($old, $q,$roo)
+ {
+ if(!empty($q['_is_delete'])){
+ $ff = HTML_FlexyFramework::get();
+ $pg = $ff->page;
+ $au = $pg->getAuthUser();
+ if ($au->id) {
+ $this->deleted_by = $au->id;
+ $this->deleted_dt = date('Y-m-d H:i:s');
+ }
+ }
+
+ if(!empty($q['_accept'])){
+
+ $e = $roo->addEvent('COMPLIANCE APPROVED', false, 'Compliance officer approved');
+
+ $o = clone($e);
+ $e->modx_users_id = $this->userdata_id;
+ $e->update($o);
+ $roo->jok('OK');
+ }
+
+ }
+
+ function getUserName()
+ {
+ if($this->in_middlename !='' ) {
+ return $this->in_firstname. " " . $this->in_middlename. " " .$this->in_lastname;
+ }
+ return $this->in_firstname. " " .$this->in_lastname;
+ }
+
+ function getUserNameSecAp()
+ {
+ if($this->middlename_second_ap !='' ) {
+ return $this->firstname_second_ap." " . $this->middlename_second_ap. " ".$this->lastname_second_ap;
+ }
+ return $this->firstname_second_ap." ".$this->lastname_second_ap;
+ }
+
+ function getFullName()
+ {
+ if($this->account_type == 'corporate'){
+ return $this->company_name;
+ }
+
+ $fullname = array();
+
+ foreach (array('in_firstname', 'in_middlename', 'in_lastname') as $k) {
+ if (empty($this->{$k})) {
+ continue;
+ }
+
+ $fullname[] = $this->{$k};
+ }
+
+ $fullname = implode(' ', $fullname);
+
+ return $fullname;
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'Pman/Core/DataObjects/I18n.php';
+
+class Pman_Coba_DataObjects_I18n extends Pman_Core_DataObjects_I18n
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+}
--- /dev/null
+<?php
+
+require_once 'Pman/Core/DataObjects/Images.php';
+
+class Pman_Coba_DataObjects_Images extends Pman_Core_DataObjects_Images
+{
+ function addEvent($ar, $roo)
+ {
+ parent::addEvent($ar, $roo);
+
+ $this->addExtraLog($ar, $roo);
+
+ }
+
+ function addExtraLog($q, $roo)
+ {
+ if(empty($q['_coba_document'])){
+ return;
+ }
+
+ if($this->ontable == 'coba_investor_declarations'){
+
+ $coba_investor_declarations = DB_DataObject::factory('coba_investor_declarations');
+ $coba_investor_declarations->get($this->onid);
+
+ $coba_declarations = DB_DataObject::factory('coba_declarations');
+ $coba_declarations->get($coba_investor_declarations->dec_id);
+
+ $ext_data = DB_DataObject::factory('ext_data');
+ $ext_data->get('userdata_id', $coba_investor_declarations->user_id);
+
+ $title = $coba_declarations->title;
+ }
+
+ if($this->ontable == 'modx_users'){
+
+ $ext_data = DB_DataObject::factory('ext_data');
+ $ext_data->get('userdata_id', $this->onid);
+
+ $title = 'Other Documents';
+ }
+
+ $remarks = "{$ext_data->getFullName()} has uploaded document for {$title}";
+
+ if($q['_coba_document'] == 'remove'){
+ $remarks = "{$ext_data->getFullName()} has removed document for {$title}";
+ }
+
+ $event = DB_DataObject::factory('Events');
+ $event->setFrom(array(
+ 'event_when' => date('Y-m-d H:i:s'),
+ 'action' => ($q['_coba_document'] == 'remove') ? 'REMOVE DOCUMENT' : 'UPLOAD DOCUMENT',
+ 'person_table' => 'modx_users',
+ 'modx_users_id' => $ext_data->userdata_id,
+ 'remarks' => $remarks
+ ));
+
+ $event->insert();
+
+ }
+
+ function onDelete($q, $roo)
+ {
+ $this->addExtraLog($q, $roo);
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Modx_accountmgmts extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'modx_accountmgmts';
+
+ function applyFilters($q, $au, $roo)
+ {
+
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Modx_accounts extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'modx_accounts';
+
+
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Modx_backend_notifications extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'modx_backend_notifications';
+
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Modx_country extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'modx_country';
+
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Modx_documents extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'modx_documents';
+
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Modx_frontend_notifications extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'modx_frontend_notifications';
+
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Modx_session extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'modx_session';
+
+
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Modx_site_content extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'modx_site_content';
+
+
+ var $route = array(
+ 1 => 'Coba',
+ 5 => 'Coba/TermsOfUse',
+ 7 => 'Coba/Disclaimer',
+ 8 => 'Coba/PrivacyPolicy',
+ 9 => 'Coba/ApplicationGuide',
+ 10 => 'Coba/TermsAndCondition',
+ 11 => 'Coba/Registration/FirstStep',
+ 14 => 'Coba/Registration/LandingPage',
+ 17 => 'Coba/Corporate/Declarations',
+ 24 => 'Coba/Corporate/Banking',
+ 25 => 'Coba/Corporate/Documents',
+ 29 => 'Coba/Corporate/Completion',
+ 30 => 'Coba/Corporate/Financial',
+ 32 => 'Coba/Corporate/Contact',
+ 38 => 'Coba/Corporate/SignForm',
+ 64 => 'Coba/Individual/Declarations',
+ 70 => 'Coba/Individual/SignForm',
+ 71 => 'Coba/Individual/Banking',
+ 73 => 'Coba/Individual/Documents',
+ 77 => 'Coba/Individual/Profile',
+ 78 => 'Coba/Individual/Completion',
+ 80 => 'Coba/Individual/Dashboard',
+ 81 => 'Coba/Individual/Contact',
+ 83 => 'Coba/Individual/Financial',
+ 110 => 'Coba/Joint/Declarations',
+ 115 => 'Coba/Joint/Financial',
+ 120 => 'Coba/Joint/Contact',
+ 122 => 'Coba/Joint/SignForm',
+ 124 => 'Coba/Joint/Banking',
+ 125 => 'Coba/Joint/Completion',
+ 130 => 'Coba/Joint/Documents',
+ 133 => 'Coba/LoginCheckSteps'
+ );
+
+ function getByMap($type, $class)
+ {
+ $map = implode('/', array_filter(array('Coba', $type, $class)));
+
+ $id = 1; // default to index...
+
+ $modx_site_content = DB_DataObject::factory('modx_site_content');
+
+ $pg = HTML_FlexyFramework2::get()->page;
+
+ if(array_search($map, $this->route) != false){
+ $id = array_search($map, $this->route);
+ } else {
+ $modx_site_content->alias = $pg->baseURL . '/'. $type .'/'. $class; // use the class url..
+ return $modx_site_content;
+ }
+
+ if (!$modx_site_content->get($id)) {
+ $modx_site_content->alias = $pg->baseURL . '/'. $type .'/'. $class; // use the class url..
+ return $modx_site_content;
+ }
+ $modx_site_content->alias = $pg->rootURL .'/'. $modx_site_content->alias ;
+ return $modx_site_content;
+ }
+
+ function redirect()
+ {
+ $ff = HTML_FlexyFramework::get();
+
+ if(empty($this->alias) || $this->alias == 'index'){
+ header("Location:{$ff->baseURL}");
+ exit;
+ }
+
+ header("Location:{$this->alias}.html");
+ exit;
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Modx_state extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'modx_state';
+
+
+}
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Modx_user_attributes extends PDO_DataObject
+{
+ public $__table = 'modx_user_attributes';
+
+
+}
\ No newline at end of file
--- /dev/null
+<?php
+
+require_once 'PDO/DataObject.php';
+
+class Pman_Coba_DataObjects_Modx_users extends PDO_DataObject
+{
+ ###START_AUTOCODE
+ /* the code below is auto generated do not remove the above tag */
+
+ public $__table = 'modx_users';
+
+ function beforeInsert($request,$roo) {
+
+ $u = DB_DataObject::Factory('modx_users');
+ $u->username = $request['username'];
+
+ if($u->find(true)) {
+ $roo->jerr("Username already exists");
+ }
+
+ $x = DB_DataObject::Factory('ext_data');
+ $x->in_email = $request['email'];
+
+ if($x->find(true)) {
+ $roo->jerr("Emaiil already exists");
+ }
+
+ //DB_DataObject::DebugLevel(1);
+ if ( empty($request['type'])
+ || empty($request['fund_name'])
+ || empty($request['email'])
+ || $request['pw_enter']!=$request['pw_reenter']
+ || !filter_var($request['email'], FILTER_VALIDATE_EMAIL)
+ ) {
+ $roo->jerr("Missing Data");
+ }
+
+ $this->hash_class = 'hashing.modMD5';
+ $this->password = md5($request['new_password']);
+
+ }
+
+ function beforeUpdate($old, $request,$roo)
+ {
+ if(!empty($request['new_password'])){
+ $this->hash_class = 'hashing.modMD5';
+ $this->password = md5($request['new_password']);
+ }
+ }
+
+ function onInsert($q,$roo)
+ {
+ /*
+ * Checking the modx_accountmgmts
+ */
+ $modx_accountmgmts = DB_DataObject::Factory('modx_accountmgmts');
+ $modx_accountmgmts->name = $q['fund_name'];
+
+ if(!$modx_accountmgmts->find(true)) {
+ $roo->jerr("invalid fund name '" . $q['fund_name'] ."'");
+ }
+
+ /*
+ * Create ext_data
+ */
+ $ext_data = PDO_DataObject::factory ('ext_data');
+
+ $ext_data->setFrom($q);
+
+ $ext_data->setFrom(array(
+ 'userdata_id' => $this->id,
+ 'isin_code' => $modx_accountmgmts->isin_code,
+ 'fund_name' => $modx_accountmgmts->name ,
+ 'in_email' => $q['email'] ,
+ 'account_type' => strtolower($q['type']),
+ 'in_firstname' => (empty($q['firstname'])) ? '' : $q['firstname'],
+ 'in_middlename' => (empty($q['middlename'])) ? '' : $q['middlename'],
+ 'in_lastname' => (empty($q['lastname'])) ? '' : $q['lastname'],
+ 'firstname_second_ap' => (empty($q['firstname_sec_ap'])) ? '' : $q['firstname_sec_ap'],
+ 'middlename_second_ap' => (empty($q['middlename_sec_ap'])) ? '' : $q['middlename_sec_ap'],
+ 'lastname_second_ap' => (empty($q['lastname_sec_ap'])) ? '' : $q['lastname_sec_ap'],
+ 'in_username' => (empty($q['username'])) ? '' : $q['username'],
+ 'investment_advisor_id' => (empty($q['investment_advisor_id'])) ? 0 : $q['investment_advisor_id']
+ ));
+
+ $ext_data->insert();
+
+ $fullname = array();
+
+ foreach(array('in_firstname', 'in_middlename', 'in_lastname') as $k) {
+ if (empty($ext_data->{$k})) {
+ continue;
+ }
+ $fullname[] = $ext_data->{$k};
+ }
+
+ $fullname = implode(' ', $fullname);
+
+ /*
+ * Create modx_account
+ */
+ $modx_accounts = PDO_DataObject::factory ('modx_accounts');
+
+ $modx_accounts->setFrom(array(
+ 'user_id' => $this->id,
+ 'isin_code' => $ext_data->isin_code,
+ 'isin_original_code' => $ext_data->isin_code,
+ 'name' => $ext_data->fund_name,
+ 'user_fullname' => $fullname,
+ 'user_account_type' => $ext_data->account_type
+ ));
+
+ $modx_accounts->insert();
+
+ /*
+ * Create modx_user_attributes
+ */
+ $modx_user_attributes = PDO_DataObject::factory ('modx_user_attributes');
+ $modx_user_attributes->setFrom(array(
+ 'internalKey' => $this->id,
+ 'fullname' => $fullname,
+ 'email' => $ext_data->in_email
+ ));
+
+ $modx_user_attributes->insert();
+
+ /*
+ * Create Event Log
+ */
+
+ $event = DB_DataObject::factory('Events');
+ $event->setFrom(array(
+ 'event_when' => date('Y-m-d H:i:s'),
+ 'action' => 'REGISTER',
+ 'person_table' => 'modx_users',
+ 'modx_users_id' => $this->id,
+ 'remarks' => "{$this->username} has been created"
+ ));
+
+ $event->insert();
+
+ }
+
+ function ext_data()
+ {
+ return PDO_DataObject::factory('ext_data')->load('userdata_id', $this->id);
+ }
+
+
+ function beforeDelete($dependants, $roo)
+ {
+ return $roo->jerr('ERROR', 'Record delete is not allowed');
+
+ //if(!empty($this->id)){
+ // $ext_data = PDO_DataObject::factory('ext_data');
+ // $ext_data->get('userdata_id',$this->id);
+ // $ext_data->delete();
+
+ // $cid = PDO_DataObject::factory('coba_investor_declarations');
+ // $cid->user_id = $this->id;
+ // foreach ($cid->fetchAll() as $c){
+ // $c->delete();
+ // }
+
+ // $cir = PDO_DataObject::factory('coba_investor_relation');
+ // $cir->modx_user_id = $this->id;
+ // foreach ($cir->fetchAll() as $c){
+ // $c->beforeDelete(array(), $roo);
+ // $c->delete();
+ // }
+
+ // $cp = PDO_DataObject::factory('coba_person');
+ // $cp->investor_id = $this->id;
+ // foreach ($cp->fetchAll() as $c){
+ // $c->delete();
+ // }
+
+ // $e = PDO_DataObject::Factory('Events');
+ // $e->whereAdd('person_id = ' . $this->id);
+ // $e->delete(true);
+
+
+ //}
+
+ }
+
+ function relatedEventsWhere($q, $roo)
+ {
+ if($q['_related_on_table'] == '' && $q['_related_on_id'] == '')
+ {
+ return;
+ }
+
+ return "(
+ on_table = '{$q['_related_on_table']}'
+ AND
+ on_id = {$q['_related_on_id']}
+ )
+ OR
+ (
+ on_table = 'coba_investor_relation'
+ AND
+ on_id in (SELECT id from coba_investor_relation where modx_user_id = {$q['_related_on_id']})
+ )
+ OR
+ (
+ on_table = 'coba_person'
+ AND
+ on_id in (SELECT id from coba_person where investor_id = {$q['_related_on_id']})
+ )
+ OR
+ (
+ on_table = 'ext_data'
+ AND
+ on_id in (SELECT id from ext_data where userdata_id = {$q['_related_on_id']})
+ )
+ OR
+ (
+ on_table = 'coba_investor_declarations'
+ AND
+ on_id in (SELECT id from coba_investor_declarations where user_id = {$q['_related_on_id']})
+ )
+ OR
+ (
+ on_table = 'coba_person_investor_profile'
+ AND
+ on_id in (SELECT id from coba_person_investor_profile where modx_user_id = {$q['_related_on_id']})
+ )
+ OR
+ (
+ on_table = 'coba_investor_lexis_results'
+ AND
+ on_id in (SELECT id from coba_investor_lexis_results where investor_id = {$q['_related_on_id']})
+ )
+ ";
+ }
+
+ function authUserName($name)
+ {
+ $this->whereAdd('LENGTH(password) > 1');
+ $this->username = $name;
+ }
+
+ function getFullName()
+ {
+ $ext_data = $this->ext_data();
+
+ return $ext_data->getFullName();
+
+ }
+
+ function getEmailFrom()
+ {
+ $name = $this->getFullName();
+
+ if (empty($name)) {
+ return $this->in_email;
+ }
+ return '"' . addslashes($name) . '" <' . $this->in_email . '>';
+ }
+
+ function active()
+ {
+ return $this->active;
+ }
+
+ function checkPassword($val)
+ {
+ return md5($val) == $this->password;
+ }
+
+ function genPassKey ($t)
+ {
+ return md5($this->username . $t . $this->password);
+ }
+
+ function setPassword($value)
+ {
+ $this->password = md5($value);
+ }
+
+ function login()
+ {
+ @session_start();
+
+ if (empty($this->id)) {
+ return false;
+ }
+
+ $ext_data = $this->ext_data();
+
+ if (empty($ext_data->id)) {
+ return false;
+ }
+
+ $modx_token_array = array(
+ 'modx.user.0.resourceGroups' => array(
+ 'web' => array()
+ ),
+ 'modx.user.0.attributes' => array(
+ 'web' => array(
+ 'modAccessContext' => array(
+ 'web' => array(
+ '0' => array(
+ 'principal' => 0,
+ 'authority' => 0,
+ 'policy' => array(
+ 'load' => 1
+ )
+ )
+ )
+ ),
+ 'modAccessResourceGroup' => array(),
+ 'modAccessCategory' => array(),
+ 'sources.modAccessResourceGroup' => array(),
+ 'modAccessNamespace' => array()
+ )
+ ),
+ 'modx.user.contextTokens' => array(
+ 'web' => $this->id
+ ),
+ 'modx.web.user.token' => array('modx56c40ae4272610.40167821_107659a4dff3c93758.93495480'),
+ 'modx.web.session.cookie.lifetime' => array(0),
+ 'modx.web.user.config' => array(),
+ 'modx.user.' . $this->id . '.resourceGroups' => array(
+ 'web' => array()
+ ),
+ 'modx.user.' . $this->id . '.attributes' => array(
+ 'web' => array(
+ 'modAccessContext' => array(),
+ 'modAccessResourceGroup' => array(),
+ 'modAccessCategory' => array(),
+ 'sources.modAccessResourceGroup' => array(),
+ 'modAccessNamespace' => array()
+ )
+ ),
+ 'modx.mgr.user.token' => array('modx56c40ae4272610.40167821_159794824ebf884.45346569'),
+ 'modx.mgr.session.cookie.lifetime' => array(0),
+ 'modx.mgr.user.config' => array(),
+ 'newResourceTokens' => array()
+ );
+
+ foreach ($modx_token_array as $key => $value) {
+ $_SESSION[$key] = $value;
+ }
+
+ return true;
+
+ }
+
+ function sendPasswordResetEmail()
+ {
+ $ff = HTML_FlexyFramework::get();
+
+ $templateDir = $this->clientFilePath('/mail/investor_password_reset_request.txt', true);
+
+ if(empty($templateDir)){
+ return false;
+ }
+
+ $ts = time();
+
+ $ext_data = $this->ext_data();
+
+ $contents = array(
+ 'subject' => "[Coba] {$ext_data->getFullName()} as requested password reset",
+ 'fromEmail' => 'admin@capital-company.coba-kyc.com',
+ 'person' => $this,
+ 'authFrom' => $ts,
+ 'authKey' => $this->genPassKey($ts)
+ );
+
+ $cfg = array(
+ 'template'=> 'investor_password_reset_request',
+ 'templateDir' => $templateDir,
+ 'page' => $ff,
+ 'contents' => $contents,
+ 'css_embed' => true
+ );
+
+ require_once 'Pman/Core/Mailer.php';
+
+ $r = new Pman_Core_Mailer($cfg);
+
+ return $r->send();
+ }
+
+ function sendLexisNexisComplianceEmail()
+ {
+ $event = DB_DataObject::factory('Events');
+ $event->setFrom(array(
+ 'action' => 'LEXIS NEXIS COMPLIANCE EMAIL',
+ 'person_table' => 'modx_users',
+ 'modx_users_id' => $this->id
+ ));
+
+ if($event->find(true)){
+ return true;
+ }
+
+ $ff = HTML_FlexyFramework::get();
+
+ if(empty($ff->Coba['client_dir'])) {
+ return false;
+ }
+
+ require_once 'Pman/Core/Mailer.php';
+
+ $templateDir = $this->clientFilePath('/mail/lexis_nexis_notice_compliance_officers.txt', true);
+
+ if(empty($templateDir)){
+ return false;
+ }
+
+ $rcpts = DB_DataObject::factory('core_group')->lookupMembers('Compliance Officers','email');
+
+ if (empty($rcpts)) {
+ return false;
+ }
+
+ $contents = array(
+ 'subject' => "[Coba] Application needs review",
+ 'fromEmail' => 'admin@capital-company.coba-kyc.com',
+ 'rcpts' => implode(',', $rcpts),
+ 'investor' => $this
+ );
+
+ $cfg = array(
+ 'template'=> 'lexis_nexis_notice_compliance_officers',
+ 'templateDir' => $templateDir,
+ 'page' => $ff,
+ 'contents' => $contents,
+ 'css_embed' => true
+ );
+
+ $r = new Pman_Core_Mailer($cfg);
+
+ $sent = $r->send();
+
+ $event = DB_DataObject::factory('Events');
+ $event->setFrom(array(
+ 'event_when' => date('Y-m-d H:i:s'),
+ 'action' => 'LEXIS NEXIS COMPLIANCE EMAIL',
+ 'person_table' => 'modx_users',
+ 'modx_users_id' => $this->id,
+ 'remarks' => 'Send Lexis Nexis Compliance Officers Email'
+ ));
+
+ $event->insert();
+
+ return $sent;
+
+ }
+
+ function sendComplianceRejectionEmail()
+ {
+ $ff = HTML_FlexyFramework::get();
+
+ $ext_data = $this->ext_data();
+
+ $core_person = DB_DataObject::factory('core_person');
+
+ if(
+ empty($ff->Coba['client_dir']) ||
+ empty($ext_data->investment_advisor_id) ||
+ !$core_person->get($ext_data->investment_advisor_id) ||
+ empty($core_person->email)
+ ) {
+ return false;
+ }
+
+ require_once 'Pman/Core/Mailer.php';
+
+ $templateDir = $this->clientFilePath('/mail/investor_compliance_rejection.txt', true);
+
+ if(empty($templateDir)){
+ return false;
+ }
+
+ $contents = array(
+ 'subject' => "[Coba] Compliance office rejection",
+ 'fromEmail' => 'admin@capital-company.coba-kyc.com',
+ 'person' => $core_person,
+ 'investor' => $ext_data
+ );
+
+ $cfg = array(
+ 'template'=> 'investor_compliance_rejection',
+ 'templateDir' => $templateDir,
+ 'page' => $ff,
+ 'contents' => $contents,
+ 'css_embed' => true
+ );
+
+ $r = new Pman_Core_Mailer($cfg);
+
+ return $r->send();
+
+ }
+
+ function sendCompletionEmail($checklist)
+ {
+ $ff = HTML_FlexyFramework::get();
+
+ $ext_data = $this->ext_data();
+
+ $core_person = DB_DataObject::factory('core_person');
+
+ if(
+ empty($ff->Coba['client_dir']) ||
+ empty($ext_data->investment_advisor_id) ||
+ !$core_person->get($ext_data->investment_advisor_id) ||
+ empty($core_person->email)
+ ) {
+ return false;
+ }
+
+ require_once 'Pman/Core/Mailer.php';
+
+ $templateDir = $this->clientFilePath('/mail/investor_submitted.txt', true);
+
+ if(empty($templateDir)){
+ return false;
+ }
+
+ $contents = array(
+ 'subject' => "[Coba] {$ext_data->getFullName()} as submitted the Coba application",
+ 'fromEmail' => 'admin@capital-company.coba-kyc.com',
+ 'person' => $core_person,
+ 'investor' => $ext_data,
+ 'CheckList' => $checklist
+ );
+
+ $cfg = array(
+ 'template'=> 'investor_submitted',
+ 'templateDir' => $templateDir,
+ 'page' => $ff,
+ 'contents' => $contents,
+ 'css_embed' => true
+ );
+
+ $r = new Pman_Core_Mailer($cfg);
+
+ return $r->send();
+ }
+
+ static function clientFilePath($file, $isDir = false)
+ {
+ $ff = HTML_FlexyFramework::get();
+
+ if(empty($ff->Coba['client_dir'])){
+ return false;
+ }
+
+ $defaultDir = $ff->rootDir . "/Coba/Clients/default";
+ $specificDir = $ff->rootDir . "/Coba/Clients/{$ff->Coba['client_dir']}";
+
+ $defaultFile = $ff->rootDir . "/Coba/Clients/default/{$file}";
+ $specificFile = $ff->rootDir . "/Coba/Clients/{$ff->Coba['client_dir']}/{$file}";
+
+ if(file_exists($specificFile)) {
+ return (empty($isDir)) ? $specificFile : $specificDir;
+ }
+
+ if (file_exists($defaultFile)) {
+ return (empty($isDir)) ? $defaultFile : $defaultDir;
+ }
+
+ return false;
+
+ }
+
+ function getLexisNexisStoreName()
+ {
+ $opts = HTML_FlexyFramework::get()->Pman;
+
+ return implode( '/', array(
+ $opts['storedir'], 'soap', 'responses', $this->id . '.json'
+ ));
+ }
+
+ function cleanLexisNexisResults()
+ {
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+
+ $coba_investor_lexis_results->setFrom(array(
+ 'investor_id' => $this->id,
+ 'status' => 0
+ ));
+
+ foreach ($coba_investor_lexis_results->fetchAll() as $c){
+ $c->delete();
+ }
+
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+
+ $coba_investor_lexis_results->setFrom(array(
+ 'investor_id' => $this->id
+ ));
+
+ foreach ($coba_investor_lexis_results->fetchAll() as $c){
+ $o = clone ($c);
+ $c->is_active = 0;
+ $c->update($o);
+ }
+
+ $fn = $this->getLexisNexisStoreName();
+
+ $dest = dirname($fn);
+
+ if (!file_exists($dest)) {
+ $oldumask = umask(0);
+ mkdir($dest, 0775, true);
+ umask($oldumask);
+ }
+
+ if(!file_exists($fn)){
+ return;
+ }
+
+ unlink($fn);
+
+ }
+
+ static $entityID = array();
+
+ function syncLexisNexisResult($data)
+ {
+ if(empty($data->EntityUniqueID) || in_array($data->EntityUniqueID, self::$entityID)){
+ return;
+ }
+
+ self::$entityID[] = $data->EntityUniqueID;
+
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+
+ $coba_investor_lexis_results->setFrom(array(
+ 'investor_id' => $this->id,
+ 'match_id' => $data->EntityUniqueID
+ ));
+
+ if($coba_investor_lexis_results->find(true)){
+
+ $o = clone ($coba_investor_lexis_results);
+
+ $coba_investor_lexis_results->setFrom(array(
+ 'json_detail' => json_encode($data),
+ 'updated_dt' => date('Y-m-d'),
+ 'is_active' => 1
+ ));
+
+ $coba_investor_lexis_results->update($o);
+
+ return;
+ }
+
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+
+ $coba_investor_lexis_results->setFrom(array(
+ 'json_detail' => json_encode($data),
+ 'investor_id' => $this->id,
+ 'match_id' => $data->EntityUniqueID,
+ 'updated_by' => 0,
+ 'updated_dt' => date('Y-m-d'),
+ 'reason' => '',
+ 'is_active' => 1,
+ 'status' => 0
+ ));
+
+ $coba_investor_lexis_results->insert();
+
+ }
+
+ function toLexisNexisParams($roo)
+ {
+ $params = array();
+
+ $clientReference = md5("{$this->id}-" . date('Y-m-d H:i:s'));
+
+ $ff = HTML_FlexyFramework::get();
+
+ if(empty($ff->Coba) || empty($ff->Coba['LexisNexis'])){
+ $roo->jerr('Missing Coba[LexisNexis] Settings');
+ }
+
+ $ret = array(
+ 'context' => array(
+ 'ClientID' => 'VeridateHK',
+ 'ClientReference' => $clientReference,
+ 'Password' => $ff->Coba['LexisNexis']['password'],
+ 'UserID' => $ff->Coba['LexisNexis']['username']
+ ),
+ 'config' => array(
+ 'AssignResultTo' => array(
+ 'EmailNotification' => true,
+ 'RolesOrUsers' => array(
+ 'string' => 'Administrator'
+ ),
+ 'Type' => 'Role'
+ ),
+ 'PredefinedSearchName' => 'List Screening',
+ 'WriteResultsToDatabase' => true
+ ),
+ 'input' => array(
+ 'Records' => array(
+ 'InputRecord' => array(
+ 'Entity' => array()
+ )
+ )
+ )
+ );
+
+ $this->ext_data = $this->ext_data();
+
+ switch ($this->ext_data->account_type) {
+
+ case 'individual' :
+
+ $ret['input']['Records']['InputRecord']['Entity'] = $this->toPersonalLexisNexisEntiry(false, $roo);
+
+ $params[] = $ret;
+
+ break;
+ case 'joint' :
+
+ $clientReference = md5("{$this->id}-Joint-First-Applicant-" . date('Y-m-d H:i:s'));
+
+ $ret['context']['ClientReference'] = $clientReference;
+
+ $ret['input']['Records']['InputRecord']['Entity'] = $this->toPersonalLexisNexisEntiry(false, $roo);
+
+ $params[] = $ret;
+
+ $clientReference = md5("{$this->id}-Joint-Second-Applicant" . date('Y-m-d H:i:s'));
+
+ $ret['context']['ClientReference'] = $clientReference;
+
+ $ret['input']['Records']['InputRecord']['Entity'] = $this->toPersonalLexisNexisEntiry(true, $roo);
+
+ $params[] = $ret;
+
+ break;
+ case 'corporate' :
+ break;
+ default :
+ break;
+ }
+
+ return $params;
+ }
+
+ function toPersonalLexisNexisEntiry($is_second, $roo)
+ {
+ $entity = array(
+ 'EntityType' => 'Individual'
+ );
+
+ $in_title = (empty($is_second)) ? $this->ext_data->in_title : $this->ext_data->title_second_ap;
+
+ if(!empty($in_title)){
+ $entity['Gender'] = ($in_title == 'Mr') ? 'Male' : 'Female';
+ }
+
+ $name = array();
+
+ $in_firstname = (empty($is_second)) ? $this->ext_data->in_firstname : $this->ext_data->firstname_second_ap;
+
+ if(!empty($in_firstname)){
+ $name['First'] = $in_firstname;
+ }
+
+ $in_lastname = (empty($is_second)) ? $this->ext_data->in_lastname : $this->ext_data->lastname_second_ap;
+
+ if(!empty($in_lastname)){
+ $name['Last'] = $in_lastname;
+ }
+
+ $in_middlename = (empty($is_second)) ? $this->ext_data->in_middlename : $this->ext_data->middlename_second_ap;
+
+ if(!empty($in_middlename)){
+ $name['Middle'] = $in_middlename;
+ }
+
+ if(!empty($name)){
+ $entity['Name'] = $name;
+ }
+
+ $InputAdditionalInfo = array();
+
+ $in_dob = (empty($is_second)) ? $this->ext_data->in_dob : $this->ext_data->sec_dob;
+
+ if(!empty($in_dob) && $in_dob != '0000-00-00') {
+ $day = date('j', strtotime($in_dob));
+ $month = date('n', strtotime($in_dob));
+ $year = date('Y', strtotime($in_dob));
+
+ if(checkdate($month, $day, $year)){
+ $InputAdditionalInfo[] = array(
+ 'Date' => array(
+ 'Day' => $day,
+ 'Month' => $month,
+ 'Year' => $year
+ ),
+ 'Type' => 'DOB'
+ );
+ }
+ }
+
+ $in_nationality = (empty($is_second)) ? $this->ext_data->in_nationality : $this->ext_data->nationality_second_ap;
+ $in_other_nationality = (empty($is_second)) ? $this->ext_data->in_other_nationality : $this->ext_data->other_nationality_second_ap;
+
+ if(!empty($in_nationality) || !empty($in_other_nationality)){
+
+ $InputAdditionalInfo[] = array(
+ 'Type' => 'Nationality',
+ 'Value' => empty($in_nationality) ? $in_other_nationality : $in_nationality
+ );
+
+ $InputAdditionalInfo[] = array(
+ 'Type' => 'Citizenship',
+ 'Value' => empty($in_nationality) ? $in_other_nationality : $in_nationality
+ );
+
+ }
+
+ if(!empty($InputAdditionalInfo)){
+ $entity['AdditionalInfo'] = array(
+ 'InputAdditionalInfo' => $InputAdditionalInfo
+ );
+ }
+
+ $InputID = array();
+
+ $not_have_passport = (empty($is_second)) ? $this->ext_data->not_have_passport : $this->ext_data->not_have_passport_ap2;
+ $in_id_passport_number = (empty($is_second)) ? $this->ext_data->in_id_passport_number : $this->ext_data->id_passport_number_second_ap;
+
+ if(empty($not_have_passport) && !empty($in_id_passport_number)){
+
+ $passport = array(
+ 'Number' => $in_id_passport_number,
+ 'Type' => 'Passport'
+ );
+
+ $date_of_issue = (empty($is_second)) ? $this->ext_data->date_of_issue : $this->ext_data->date_of_issue_partner;
+
+ if(!empty($date_of_issue) && $date_of_issue != '0000-00-00') {
+ $day = date('j', strtotime($date_of_issue));
+ $month = date('n', strtotime($date_of_issue));
+ $year = date('Y', strtotime($date_of_issue));
+
+ if(checkdate($month, $day, $year)){
+ $passport['DateIssued'] = array(
+ 'Day' => $day,
+ 'Month' => $month,
+ 'Year' => $year
+ );
+ }
+ }
+
+ $date_of_expiry = (empty($is_second)) ? $this->ext_data->date_of_expiry : $this->ext_data->date_of_expiry_partner;
+
+ if(!empty($date_of_expiry) && $date_of_expiry != '0000-00-00') {
+ $day = date('j', strtotime($date_of_expiry));
+ $month = date('n', strtotime($date_of_expiry));
+ $year = date('Y', strtotime($date_of_expiry));
+
+ if(checkdate($month, $day, $year)){
+ $passport['DateExpires'] = array(
+ 'Day' => $day,
+ 'Month' => $month,
+ 'Year' => $year
+ );
+ }
+ }
+
+ $InputID[] = $passport;
+
+ }
+
+ $not_have_id_card = (empty($is_second)) ? $this->ext_data->not_have_id_card : $this->ext_data->not_have_id_card_ap2;
+ $id_card_number = (empty($is_second)) ? $this->ext_data->id_card_number : $this->ext_data->id_card_number_ap2;
+
+ if(empty($not_have_id_card) && !empty($id_card_number)){
+
+ $id_card = array(
+ 'Number' => $id_card_number,
+ 'Type' => 'ProprietaryUID'
+ );
+
+ $id_card_date_of_issue = (empty($is_second)) ? $this->ext_data->id_card_date_of_issue : $this->ext_data->id_card_date_of_issue_ap2;
+
+ $day = date('j', strtotime($id_card_date_of_issue));
+ $month = date('n', strtotime($id_card_date_of_issue));
+ $year = date('Y', strtotime($id_card_date_of_issue));
+
+ if(checkdate($month, $day, $year)){
+ $id_card['DateIssued'] = array(
+ 'Day' => $day,
+ 'Month' => $month,
+ 'Year' => $year
+ );
+ }
+
+ $InputID[] = $id_card;
+
+ }
+
+ if(!empty($InputID)){
+ $entity['IDs'] = array(
+ 'InputID' => $InputID
+ );
+ }
+
+ $address = array();
+
+ $in_city = (empty($is_second)) ? $this->ext_data->in_city : $this->ext_data->city_second_ap;
+
+ if(!empty($in_city)){
+ $address['City'] = $in_city;
+ }
+
+ $in_country = (empty($is_second)) ? $this->ext_data->in_country : $this->ext_data->country_second_ap;
+ $in_country_lkey = false;
+
+ if(!empty($in_country)){
+ $i18n = DB_DataObject::factory('i18n');
+ $i18n->setFrom(array(
+ 'ltype' => 'c',
+ 'inlang' => 'en',
+ 'lval' => $in_country,
+ 'is_active' => 1
+ ));
+
+ if($i18n->find(true)){
+ $in_country_lkey = $i18n->lkey;
+ }
+ }
+
+ if(!empty($in_country_lkey)){
+ $address['Country'] = $in_country_lkey;
+ }
+
+ $in_postalcode = (empty($is_second)) ? $this->ext_data->in_postalcode : $this->ext_data->postalcode_second_ap;
+
+ if(!empty($in_postalcode)){
+ $address['PostalCode'] = $in_postalcode;
+ }
+
+ $in_addressline1 = (empty($is_second)) ? $this->ext_data->in_addressline1 : $this->ext_data->address_line1_second_ap;
+
+ if(!empty($in_addressline1)){
+ $address['Street1'] = $in_addressline1;
+ }
+
+ $in_addressline2 = (empty($is_second)) ? $this->ext_data->in_addressline2 : $this->ext_data->address_line2_second_ap;
+
+ if(!empty($in_addressline2)){
+ $address['Street2'] = $in_addressline2;
+ }
+
+ if(!empty($address)){
+ $address['Type'] = 'Current';
+
+ $entity['Addresses'] = array(
+ 'InputAddress' => $address
+ );
+ }
+
+ return $entity;
+ }
+
+
+}
--- /dev/null
+test placeholder
\ No newline at end of file
--- /dev/null
+
+[coba_investor_relation]
+modx_user_id = modx_users:id
+coba_person_id = coba_person:id
+parent_company_id = coba_company:id
+coba_company_id = coba_company:id
+
+[coba_person]
+office_id = core_office:id
+company_id = core_company:id
+project_id = core_project:id
+owner_id = coba_person:id
+investor_id = modx_users:id
+coba_address_id = coba_address:id
+
+[modx_users]
+
+
+[ext_data]
+userdata_id = modx_users:id
+investment_advisor_id = core_person:id
+risk_profile_invest_profile_id = core_enum:id
+
+[coba_state]
+country_id = coba_country:id
+
+[coba_company]
+coba_address_id = coba_address:id
+
+[coba_address]
+state = coba_state:id
+
+[coba_person_risk]
+
+
+[coba_person_risk_child]
+coba_person_risk_id = coba_person_risk:id
+
+[coba_person_risk_advisor]
+coba_person_risk_id = coba_person_risk:id
+
+[coba_person_risk_insurance]
+coba_person_risk_id = coba_person_risk:id
+
+[coba_person_risk_pension]
+coba_person_risk_id = coba_person_risk:id
+
+[coba_person_risk_liability]
+coba_person_risk_id = coba_person_risk:id
+
+[coba_person_risk_asset]
+coba_person_risk_id = coba_person_risk:id
+
+[coba_declarations]
+fund_id = modx_accountmgmts:id
+created_by = modx_users:id
+
+[coba_investor_declarations]
+user_id = modx_users:id
+dec_id = coba_declarations:id
+
+[coba_person_investor_profile]
+modx_user_id = ext_data:userdata_id
+info_year_invest_id = core_enum:id
+info_income_require_id = core_enum:id
+info_to_do_id = core_enum:id
+info_regular_invest_id = core_enum:id
+info_rate_id = core_enum:id
+exp_type_id = core_enum:id
+risk_fluctuate_id = core_enum:id
+risk_more_risk_id = core_enum:id
+risk_willing_id = core_enum:id
+risk_risk_taker_id = core_enum:id
+risk_familiar_id = core_enum:id
+risk_security_id = core_enum:id
+risk_suit_id = core_enum:id
+risk_year_income_id = core_enum:id
+risk_goal_id = core_enum:id
+risk_expect_normal_id = core_enum:id
+risk_expect_poor_id = core_enum:id
+risk_attitude_year_id = core_enum:id
+risk_attitude_month_id = core_enum:id
+
+[Events]
+modx_users_id = modx_users:id
+modx_users_id = ext_data:userdata_id
+
+[coba_investor_lexis_results]
+investor_id = modx_users:id
+updated_by = core_person:id
+
+[coba_investor_notes]
+investor_id = modx_users:id
+created_by = core_person:id
+
--- /dev/null
+<?php
+
+require_once 'Pman.php';
+
+//require_once 'assets/components/accounts/phpexcel/Classes/PHPExcel/IOFactory.php';
+
+
+class Pman_Coba_Import_Investors extends Pman
+{
+
+ /**
+ * get .. same as roo...
+ *
+ */
+ var $column_map = array(
+ 'NAME' => 'name',
+ 'LAST NAME' => 'last_name',
+ 'FIRST NAME' => 'first_name',
+ 'MIDDLE NAME' => 'middle_name',
+ 'SPOUSE NAME' => 'spouse_name',
+ 'ADVISOR' => 'advisor',
+ 'CONTRACT SIGNED DATE' => 'contract_sign_date',
+ 'CLIENT SUPPORT' => 'client_support',
+ 'E-MAIL' => 'email',
+ 'ADDRESS 1' => 'address_1',
+ 'ADDRESS 2' => 'address_2',
+ 'CITY' => 'city',
+ 'STATE/PROVINCE' => 'province',
+ 'ZIP/POSTAL CODE' => 'zip',
+ 'COUNTRY/REGION' => 'country',
+ 'CLIENT TYPE' => 'client_type'
+ );
+ var $import_duplicate = false;
+ var $row_array = array();
+
+ function getAuth()
+ {
+ if (HTML_FlexyFramework::get()->cli) {
+ return true;
+ }
+
+ return parent::getAuth();
+ }
+
+ function get()
+ {
+ $this->jerr('Invalid URL');
+ }
+
+ function post()
+ {
+ if (isset($_POST['import_duplicate']) && $_POST['import_duplicate']) {
+ $this->import_duplicate = true;
+ }
+
+ $img = DB_DataObject::Factory('images');
+ $img->setFrom(array(
+ 'onid' => 0,
+ 'ontable' => 'investor'
+ ));
+
+ $img->onUpload(false);
+
+ require_once 'File/Convert.php';
+ $fc = new File_Convert($img->getStoreName(), $img->mimetype);
+
+ $csv = $fc->convert('text/csv');
+
+ if (!$csv) {
+ $this->jerr("Error", "File Convert Error");
+ }
+
+ $this->validateCsv($csv);
+
+ $this->importCsv($csv);
+ }
+
+ function validateCsv($csv)
+ {
+
+ ini_set("auto_detect_line_endings", true);
+
+ $fh = fopen($csv, 'r');
+
+ if (!$fh) {
+ $this->jerr("Error", "invalid file");
+ }
+
+ $bom = "\xEF\xBB\xBF";
+ for ($i = 0; $i < 3; $i++) {
+ if ($bom[$i] != fgetc($fh)) {
+ fseek($fh, 0);
+ break;
+ }
+ }
+
+ // we need to break this into cols..
+ $cols = false;
+
+ $count = 1;
+ $error_msg = '';
+ while (false !== ($n = fgetcsv($fh, 10000, ',', '"'))) {
+
+ if (!$cols) {
+
+ $cols = array();
+ foreach ($n as $k) {
+ $cols[] = strtoupper(trim($k));
+ }
+
+ continue;
+ }
+ $row = array();
+ $row['row_no'] = $count + 1;
+ //print_r($cols);
+ foreach ($cols as $i => $k) {
+ //$row[$k] = $n[$i];
+ $row[$this->column_map[$k]] = trim($n[$i]);
+ }
+ //print_r($row);
+ $this->validateRow($row);
+
+ if (!$this->import_duplicate) {
+ if (in_array($row['email'], $this->row_array)) {
+ $error_msg .= 'Row ' . $row['row_no'] . ' : ' . $row['email'] . '<br>';
+ } else {
+ $this->row_array[] = $row['email'];
+ }
+ }
+
+ $count++;
+ }
+
+ fclose($fh);
+ if (strlen($error_msg) > 0) {
+ $this->jerr('duplicate', 'Duplicated email in file<br>' . $error_msg);
+ }
+ }
+
+ function advisor($name)
+ {
+ static $cache = array();
+ if (isset($cache[$name])) {
+ return $cache[$name]->id;
+ }
+ $p = PDO_DataObject::factory('core_person')->
+ set([ 'name' => $name, 'active' => 1]);
+ if ($p->count() > 1) {
+ $this->jerr("Error", "more than one entry for '$name'");
+ }
+ try {
+ $p = PDO_DataObject::factory('core_person')->load('name', $name);
+ $cache[$name] = $p;
+ return $p->id;
+ } catch (PDO_DataObject_Exception_NoData $e) {
+ return 0;
+ }
+ }
+
+ function importCsv($csv)
+ {
+ ini_set("auto_detect_line_endings", true);
+
+ $fh = fopen($csv, 'r');
+ if (!$fh) {
+ $this->jerr("Error", "invalid file");
+ }
+ $bom = "\xEF\xBB\xBF";
+ for ($i = 0; $i < 3; $i++) {
+ if ($bom[$i] != fgetc($fh)) {
+ fseek($fh, 0);
+ break;
+ }
+ }
+
+ // we need to break this into cols..
+ $cols = false;
+ $count = 1;
+ $error_msg = '';
+ while (false !== ($n = fgetcsv($fh, 10000, ',', '"'))) {
+
+ if (!$cols) {
+
+ $cols = array();
+ foreach ($n as $k) {
+ $cols[] = strtoupper(trim($k));
+ }
+
+ continue;
+ }
+ $row = array();
+ $row['row_no'] = $count + 1;
+
+ foreach ($cols as $i => $k) {
+ //$row[$k] = $n[$i];
+ $row[$this->column_map[$k]] = trim($n[$i]);
+ }
+
+ $error_msg .= $this->importRow($row);
+ $count++;
+ }
+
+ fclose($fh);
+
+ if (strlen($error_msg) > 0) {
+ $this->jerr('duplicate record', 'Records already exist in System<br>' . $error_msg);
+ }
+ $this->jok("DONE");
+ }
+
+ function validateRow($row)
+ {
+ $error_msg = '';
+
+ //if(trim($row['name']) =='') {
+ // $error_msg.= ' Missing Name, ';
+ //}
+ if ($row['first_name'] == '') {
+ $error_msg .= ' Missing First Name, ';
+ }
+
+ if ($row['last_name'] == '') {
+ $error_msg .= ' Missing Last Name, ';
+ }
+
+ if ($row['email'] == '') {
+ $error_msg .= ' Missing Email, ';
+ }
+ if ($row['client_type'] == '') {
+ $error_msg .= ' Missing Type, ';
+ }
+ if (strtolower($row['client_type']) == 'joint' && $row['spouse_name'] == '') {
+ $error_msg .= ' Missing Spouse, ';
+ }
+ if (strtolower($row['client_type']) == 'corporate' && $row['name'] == '') {
+ $error_msg .= ' Missing Company Name, ';
+ }
+ if ($row['spouse_name'] != '') {
+ $second_user_name_array = explode(" ", $row['spouse_name']);
+ if (count($second_user_name_array) == 1) {
+ $error_msg .= ' Incorrect Spouse Firstname or Lastname, ';
+ }
+ }
+
+ if (!$this->advisor($row['advisor'])) {
+ $error_msg .= ' Missing Advisor - not registered : ' . $row['advisor'];
+ }
+
+ if (strlen($error_msg) > 0) {
+ $this->jerr("invalid data", 'Row ' . $row['row_no'] . ' : ' . $error_msg);
+ }
+ }
+
+ function importRow($row)
+ {
+ $ff = HTML_FlexyFramework::get();
+ if (empty($ff->Coba['default_fund'])) {
+ $this->jerr("Error", "No default fund");
+ }
+
+ $accmgt = DB_DataObject::Factory('modx_accountmgmts');
+ $accmgt->isin_code = trim($ff->Coba['default_fund']);
+
+ if ($accmgt->find(true)) {
+ $isin_code = $accmgt->isin_code;
+ }
+
+ if (empty($isin_code)) {
+ $this->jerr("Error", "Invalid fund name");
+ }
+
+ $u = DB_DataObject::Factory('modx_users');
+ $u->username = trim($row['email']);
+
+ if ($u->find(true)) {
+ return 'Row ' . $row['row_no'] . ' : ' . $row['email'] . '<br>';
+ //$this->jerr("Error","Users already exists : " . $row['email'] );
+ }
+
+ $u->setFrom(array(
+ 'username' => trim($row['email']),
+ 'investment_advisor' => trim($row['advisor'])
+ ));
+
+
+ $u->insert();
+
+ // create modx_accounts
+ $o = PDO_DataObject::factory('modx_accounts');
+
+ $o->setFrom(array(
+ 'user_id' => $u->id,
+ 'isin_code' => $isin_code,
+ 'isin_original_code' => $isin_code,
+ 'name' => $ff->Coba['default_fund'],
+ 'user_account_type' => strtolower($row['client_type'])
+ ));
+ $o->insert();
+
+ // create ext_data
+ $e = PDO_DataObject::factory('ext_data');
+
+ $spouse_firstname = '';
+ $spouse_lastname = '';
+ $company_name = '';
+
+ if (trim($row['spouse_name']) != '') {
+ $second_user_name_array = explode(" ", $row['spouse_name']);
+ if (count($second_user_name_array) > 1) {
+ $spouse_firstname = trim($second_user_name_array[0]);
+ $spouse_lastname = trim($second_user_name_array[1]);
+ }
+ }
+
+ if (trim(strtolower($row['client_type'])) == 'corporate') {
+ $company_name = $row['name'];
+ }
+
+
+ $e->setFrom(array(
+ 'userdata_id' => $u->id,
+ 'isin_code' => $isin_code,
+ 'fund_name' => $ff->Coba['default_fund'],
+ 'in_email' => $row['email'],
+ 'account_type' => strtolower($row['client_type']),
+ 'company_name' => $company_name,
+ 'firstname_second_ap' => $spouse_firstname,
+ 'lastname_second_ap' => $spouse_lastname,
+ 'in_firstname' => $row['first_name'],
+ 'in_lastname' => $row['last_name'],
+ 'in_middlename' => $row['middle_name'],
+ 'in_addressline1' => $row['address_1'],
+ 'in_addressline2' => $row['address_2'],
+ 'in_city' => $row['city'],
+ 'in_country' => $row['country'],
+ 'in_postalcode' => $row['zip'],
+ 'province' => $row['province'],
+ 'investment_advisor_id' => $this->advisor($row['advisor'])
+ ));
+ $e->insert();
+
+ $fullname = array();
+
+ foreach (array('in_firstname', 'in_middlename', 'in_lastname') as $k) {
+ if (empty($e->{$k})) {
+ continue;
+ }
+ $fullname[] = $e->{$k};
+ }
+
+ $fullname = implode(' ', $fullname);
+
+ $modx_user_attributes = PDO_DataObject::factory('modx_user_attributes');
+ $modx_user_attributes->setFrom(array(
+ 'internalKey' => $u->id,
+ 'fullname' => $fullname,
+ 'email' => $e->in_email
+ ));
+
+ $modx_user_attributes->insert();
+
+ /*
+ * Create Event Log
+ */
+
+ $name = ($e->account_type == 'corporate') ? $company_name : $fullname;
+
+ $event = DB_DataObject::factory('Events');
+ $event->setFrom(array(
+ 'event_when' => date('Y-m-d H:i:s'),
+ 'action' => 'REGISTER',
+ 'person_table' => 'modx_users',
+ 'modx_users_id' => $u->id,
+ 'remarks' => "{$name} has been imported"
+ ));
+
+ $event->insert();
+
+ return;
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'Pman.php';
+
+class Pman_Coba_LexisNexis_Base extends Pman
+{
+ var $soapClient = false;
+
+ var $settings = array();
+
+ var $wsdl = false;
+
+ var $storeDir = false;
+
+ var $responseDir = false;
+
+ function getAuth()
+ {
+ if(!extension_loaded('soap')) {
+ $this->jerr('Please install php-soap');
+ }
+
+ $ff = HTML_FlexyFramework::get();
+
+ if(empty($ff->Coba) || empty($ff->Coba['LexisNexis'])){
+ $this->jerr('Missing Coba[LexisNexis] Settings');
+ }
+
+ $this->settings = $ff->Coba['LexisNexis'];
+
+ $this->storeDir = "{$ff->Pman['storedir']}/soap";
+
+ if(!file_exists("{$ff->Pman['storedir']}/soap")){
+
+ $oldumask = umask(0);
+ mkdir($this->storeDir, 0775, true);
+ umask($oldumask);
+ }
+
+ $this->wsdl = "{$ff->Pman['storedir']}/soap/LexisNexis.xml";
+
+ if(!file_exists($this->wsdl)){
+ file_put_contents($this->wsdl, file_get_contents($this->settings['wsdl']));
+ }
+
+ $this->responseDir = "{$this->storeDir}/responses";
+
+ if (!file_exists($this->responseDir)) {
+ $oldumask = umask(0);
+ mkdir($this->responseDir, 0775, true);
+ umask($oldumask);
+ }
+
+ try{
+
+ $this->soapClient = new SoapClient($this->wsdl, array("trace"=>1));
+
+ } catch(SoapFault $e) {
+ $this->jerr($e->getMessage());
+ }
+
+ return true;
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'Pman/Coba/LexisNexis/Base.php';
+
+class Pman_Coba_LexisNexis_Search extends Pman_Coba_LexisNexis_Base
+{
+ var $modx_user = false;
+
+ var $ext_data = false;
+
+ function get($id, $opt = array())
+ {
+ $this->modx_user = DB_DataObject::factory('modx_users');
+
+ if(empty($id) || !$this->modx_user->get($id)){
+ $this->jerr('Invalid URL');
+ }
+
+ $this->modx_user->cleanLexisNexisResults();
+
+ $params = $this->modx_user->toLexisNexisParams($this);
+
+ $results = array();
+
+ foreach ($params as $p){
+
+ try{
+
+ $response = $this->soapClient->Search($p);
+
+ if(
+ empty($response) ||
+ empty($response->SearchResult) ||
+ empty($response->SearchResult->ClientReference) ||
+ $response->SearchResult->ClientReference != $p['context']['ClientReference']
+ ) {
+ continue;
+ }
+
+ $results[$response->SearchResult->ClientReference] = $response;
+
+ if(
+ empty($response->SearchResult->Records) ||
+ empty($response->SearchResult->Records->ResultRecord) ||
+ empty($response->SearchResult->Records->ResultRecord->Watchlist) ||
+ empty($response->SearchResult->Records->ResultRecord->Watchlist->Matches) ||
+ empty($response->SearchResult->Records->ResultRecord->Watchlist->Matches->WLMatch)
+ ) {
+ continue;
+ }
+
+ $matches = $response->SearchResult->Records->ResultRecord->Watchlist->Matches->WLMatch;
+ $matches = is_array($matches) ? $matches : array($matches);
+
+ foreach ($matches as $m){
+ $this->modx_user->syncLexisNexisResult($m);
+ }
+
+
+ } catch(SoapFault $e) {
+
+ $this->jerr($e->getMessage());
+ }
+
+ }
+
+ print_R($results);exit;
+
+ $fn = $this->modx_user->getLexisNexisStoreName();
+
+ file_put_contents($fn, json_encode($results));
+
+ exit;
+
+ try{
+
+ $response = $this->soapClient->Search($params);
+
+ file_put_contents("{$this->responseDir}/{$this->modx_user->id}.json", json_encode($response));
+
+ if(
+ !empty($response->SearchResult) &&
+ !empty($response->SearchResult->Records) &&
+ !empty($response->SearchResult->Records->ResultRecord) &&
+ !empty($response->SearchResult->Records->ResultRecord->Watchlist) &&
+ !empty($response->SearchResult->Records->ResultRecord->Watchlist->Matches) &&
+ !empty($response->SearchResult->Records->ResultRecord->Watchlist->Matches->WLMatch)
+ ) {
+ $results = $response->SearchResult->Records->ResultRecord->Watchlist->Matches->WLMatch;
+ $results = is_array($results ) ? $results : array($results);
+ }
+
+ if(empty($results)){
+ $this->modx_user->sendLexisNexisComplianceEmail();
+ }
+
+ } catch(SoapFault $e) {
+
+ $this->jerr($e->getMessage());
+ }
+
+ $this->addActivityLog();
+
+ $this->syncResults($results);
+
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+
+ $coba_investor_lexis_results->setFrom(array(
+ 'investor_id' => $this->modx_user->id,
+ 'is_active' => 1
+ ));
+
+ $total = $coba_investor_lexis_results->count();
+
+ $this->jdata(array(
+ 'total' => $total
+ ));
+ }
+
+ function addActivityLog()
+ {
+ $e = $this->addEvent('LEXIS NEXIS SEARCH', false, 'Lexis Nexis Fetched');
+
+ $o = clone($e);
+ $e->modx_users_id = $this->ext_data->userdata_id;
+ $e->update($o);
+ }
+
+ function syncResults($results)
+ {
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+
+ $coba_investor_lexis_results->setFrom(array(
+ 'investor_id' => $this->modx_user->id,
+ 'status' => 0
+ ));
+
+ foreach ($coba_investor_lexis_results->fetchAll() as $c){
+ $c->delete();
+ }
+
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+
+ $coba_investor_lexis_results->setFrom(array(
+ 'investor_id' => $this->modx_user->id
+ ));
+
+ foreach ($coba_investor_lexis_results->fetchAll() as $c){
+ $o = clone ($c);
+ $c->is_active = 0;
+ $c->update($o);
+ }
+
+ if(empty($results)){
+ return;
+ }
+
+ $processed = array();
+
+ foreach ($results as $r){
+
+ if(empty($r->EntityUniqueID) || in_array($r->EntityUniqueID, $processed)){
+ continue;
+ }
+
+ $processed[] = $r->EntityUniqueID;
+
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+
+ $coba_investor_lexis_results->setFrom(array(
+ 'investor_id' => $this->modx_user->id,
+ 'match_id' => $r->EntityUniqueID
+ ));
+
+ if($coba_investor_lexis_results->find(true)){
+
+ $o = clone ($coba_investor_lexis_results);
+
+ $coba_investor_lexis_results->is_active = 1;
+ $coba_investor_lexis_results->update($o);
+
+ continue;
+ }
+
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+
+ $coba_investor_lexis_results->setFrom(array(
+ 'investor_id' => $this->modx_user->id,
+ 'match_id' => $r->EntityUniqueID,
+ 'updated_by' => 0,
+ 'updated_dt' => date('Y-m-d'),
+ 'reason' => '',
+ 'is_active' => 1,
+ 'status' => 0
+ ));
+
+ $coba_investor_lexis_results->insert();
+
+ }
+
+ }
+
+
+}
--- /dev/null
+<?php
+
+require_once 'Pman.php';
+require_once 'Coba.php';
+
+class Pman_Coba_ModxSession extends Pman
+{
+
+ function getAuth()
+ {
+ //parent::getAuth(); // load company!
+ $au = $this->getAuthUser();
+
+ if (!$au || !$au->pid()) {
+
+ $this->jerr("authenticated Users only");
+ }
+
+
+ $this->authUser = $au;
+ return true;
+ }
+
+
+ function get()
+ {
+ if(empty($_GET['investor_id']) || empty($_GET['account_type'])) {
+ $this->jerror('ERROR','Missing user_id or account_type', $errors=array(), $content_type = false);
+ return;
+ }
+ // investor ID
+ $user_id = trim($_GET['investor_id']);
+ $account_type = trim($_GET['account_type']);
+ // creating the session data array
+
+ $modx_token_array = array( 'modx.user.0.resourceGroups' => array('web'=>array()),
+ 'modx.user.0.attributes'=> array(
+ 'web'=> array(
+ 'modAccessContext' => array(
+ 'web'=> array(
+ '0'=> array(
+ 'principal' => 0,
+ 'authority' => 0,
+ 'policy' => array(
+ 'load' => 1
+ )
+ )
+ )
+ ),
+ 'modAccessResourceGroup' => array(),
+ 'modAccessCategory' => array(),
+ 'sources.modAccessResourceGroup' => array(),
+ 'modAccessNamespace' => array()
+ )
+ ),
+
+ 'modx.user.contextTokens' => array(
+ 'web'=>$user_id
+ ),
+ 'modx.web.user.token' => array( 'modx56c40ae4272610.40167821_107659a4dff3c93758.93495480'),
+ 'modx.web.session.cookie.lifetime' => array(0),
+ 'modx.web.user.config' => array(),
+
+ 'modx.user.'.$user_id.'.resourceGroups' => array(
+ 'web'=>array()
+ ),
+ 'modx.user.'.$user_id.'.attributes' => array(
+ 'web'=> array(
+ 'modAccessContext' => array(),
+ 'modAccessResourceGroup' => array(),
+ 'modAccessCategory' => array(),
+ 'sources.modAccessResourceGroup' => array(),
+ 'modAccessNamespace' => array()
+ )
+ ),
+ 'modx.mgr.user.token' =>array('modx56c40ae4272610.40167821_159794824ebf884.45346569'),
+ 'modx.mgr.session.cookie.lifetime' => array(0),
+ 'modx.mgr.user.config' => array(),
+ 'newResourceTokens' => array()
+ );
+ $modx_token_str ='';
+ foreach($modx_token_array as $key => $value) {
+ $_SESSION[$key] = $value;
+ }
+
+ $modx_site_content = DB_DataObject::factory('modx_site_content')->getByMap(ucfirst($account_type), 'Contact');
+
+ $url = "{$modx_site_content->alias}.html";
+
+ $this->jok($url);
+
+ }
+
+
+}
--- /dev/null
+<?php
+require_once 'Pman.php';
+
+class Pman_Coba_Passport_Dump extends Pman
+{
+ function getAuth()
+ {
+ return true;
+ }
+
+ function get($userdata_id)
+ {
+ $x = PDO_DataObject::factory('ext_data');
+ $x->autoJoin();
+ $x->get('userdata_id',$userdata_id);
+ $ext_data = $x->toArray();
+
+ $y = PDO_DataObject::factory('coba_person_investor_profile');
+ $y->autoJoin();
+ $y->setFrom(array(
+ 'modx_user_id' => $userdata_id,
+ ));
+ $inv_prof = $y->fetchAll(false, false, 'toArray');
+
+ $data = array_merge($ext_data, $inv_prof);
+
+ $json_data = json_encode($data, JSON_PRETTY_PRINT);
+
+ print_r($json_data);exit;
+
+ $uid = isset($ext_data['id_card_number']) ?
+ $ext_data['in_dob']."-".$ext_data['id_card_number'] :
+ $ext_data['in_dob']."-".$ext_data['in_id_passport_number'];
+
+ $storedir = $this->bootLoader->Pman['storedir'];
+ $json_file_dir = "{$storedir}/{$uid}.json";
+ $zip_file_dir = "{$storedir}/{$uid}.zip";
+
+ if(!file_exists($json_file_dir)) {
+ $json_file = fopen($json_file_dir, "w") or die("cannot create/open the JSON file\n");
+ if (isset($json_file)) {
+ chmod($json_file_dir, 0777);
+ fwrite($json_file, $json_data);
+ fclose($json_file);
+ }
+ }
+
+ if (!file_exists($zip_file_dir)) {
+ $zip = new ZipArchive;
+ if (!$zip->open($zip_file_dir, ZipArchive::CREATE)) {
+ echo "cannot open the zip file\n";
+ }
+ $zip->addFile($json_file_dir,"{$uid}.json");
+ $zip->close();
+ echo "ZipArchive::done\n";
+ }
+
+ /*
+ //encrypting the zip file
+ $data = file_get_contents($zip_file_dir);
+
+ echo $data;
+ putenv('GNUPGHOME=/home/sender/.gnupg');
+ $gpg = new gnupg();
+ $gpg->seterrormode(gnupg::ERROR_EXCEPTION);
+
+ try {
+ $keys = $gpg->keyinfo('testing');
+ } catch(Exception $e) {
+ echo 'ERROR: '.$e->getMessage();
+ }
+
+ var_dump($keys);exit;
+ */
+
+
+ /*
+ // set path to keyring directory
+ putenv('GNUPGHOME={$storedir}');
+
+ // create new GnuPG object
+ $gpg = new gnupg();
+
+ // throw exception if error occurs
+ $gpg->seterrormode(gnupg::ERROR_EXCEPTION);
+
+ // get list of keys containing string 'example'
+ try {
+ $info = $gpg->keyinfo("example");
+ print_r($info);
+ } catch (Exception $e) {
+ echo 'ERROR: ' . $e->getMessage();
+ }
+ */
+
+
+
+
+ /*
+ putenv("GNUPGHOME=/tmp");
+ $pubkey = "-----BEGIN PGP PUBLIC KEY BLOCK-----
+ Version: GnuPG v1.2.6 (GNU/Linux)
+
+ mQGiBEe68W8RBACVuFuv4d+roDSCdRO1SuO8dQwds4VTjVOqgVKQtq6+8Fe95RY8
+ BAf1IyLj4bxvWPhr0wZdVwTosD/sFoPtdCyhVcF932nP0GLHsTEeVwSz9mid22HI
+ O4Kmwj2kE+I+C9QdzAg0zaWQnVaF9UC7pIdMR6tEnADI8nkVDdZ+zb2ziwCg6Yqu
+ tk3KAzKRT1SNUzTE/n9y2PED/1tIWiXfGBGzseX0W/e1G+MjuolWOXv4BXeiFGmn
+ 8wnHsQ4Z4Tzk+ag0k+6pZZXjcL6Le486wpZ9MAe6LM31XDpQDVtyCL8t63nvQpB8
+ TUimbseBZMb3TytCubNLGFe5FnNLGDciElcD09d2xC6Xv6zE2jj4GtBW1bXqYWtl
+ jm0PA/4u6av6o6pIgLRfAawspr8kaeZ8+FU4NbIiS6xZmBUEQ/o7q95VKGgFVKBi
+ ugDOlnbgSzBIwSlsRVT2ivu/XVWnhQaRCotSm3AzOc2XecqrJ6F1gqk0n+yP/1h1
+ yeTvvfS5zgqNTG2UmovjVsKFzaDqmsYZ+sYfwc209z9PY+6FuLQnQXBhY2hlVGVz
+ dCAoVGVzdGluZykgPGFwYWNoZUBsb2NhbGhvc3Q+iF4EExECAB4FAke68W8CGwMG
+ CwkIBwMCAxUCAwMWAgECHgECF4AACgkQJE9COu2PFIEGDwCglArzAza13xjbdR04
+ DQ1U9FWQhMYAnRrWQeGTRm+BYm6SghNpDOKcmMqruQENBEe68XAQBADPIO+JFe5t
+ BQmI4l60bNMNSUqsL0TtIP8G6Bpd8q2xBOemHCLfGT9Y5DN6k0nneBQxajSfWBQ5
+ ZdKFwV5ezICz9fnGisEf9LPSwctfUIcvumbcPPsrUOUZX7BuCHrcfy1nebS3myO/
+ ScTKpW8Wz8AjpKTBG55DMkXSvnx+hS+PEwADBQP/dNnVlKYdNKA70B4QTEzfvF+E
+ 5lyiauyT41SQoheTMhrs/3RIqUy7WWn3B20aTutHWWYXdYV+E85/CarhUmLNZGA2
+ tml1Mgl6F2myQ/+MiKi/aj9NVhcuz38OK/IAze7kNJJqK+UEWblB2Wfa31/9nNzv
+ ewVHa1xHtUyVDaewAACISQQYEQIACQUCR7rxcAIbDAAKCRAkT0I67Y8UgRwEAKDT
+ L6DwyEZGLTpAqy2OLUH7SFKm2ACgr3tnPuPFlBtHx0OqY4gGiNMJHXE=
+ =jHPH
+ -----END PGP PUBLIC KEY BLOCK-----";
+
+ $enc = (null);
+ $res = gnupg_init();
+ echo "gnupg_init RTV = <br/><pre>\n";
+ var_dump($res);
+ echo "</pre>\n";
+ $rtv = gnupg_import($res, $pubkey);
+ echo "gnupg_import RTV = <br/><pre>\n";
+ var_dump($rtv);
+ echo "</pre>\n";
+ $rtv = gnupg_addencryptkey($res, "C25F29936D9046D73A77DCF8244F423AED8F1481");
+ echo "gnupg_addencryptkey RTV = <br /><pre>\n";
+ var_dump($rtv);
+ echo "</pre>\n";
+ $enc = gnupg_encrypt($res, $data);
+ echo "Encrypted Data: " . $enc . "<br/>";
+ */
+
+ /*
+ $config = array(
+ "digest_alg" => "sha512",
+ "private_key_bits" => 4096,
+ "private_key_type" => OPENSSL_KEYTYPE_RSA,
+ );
+
+ $res = openssl_pkey_new($config);
+ openssl_pkey_export($res, $privKey);
+
+ $pubKey = openssl_pkey_get_details($res);
+ $pubKey = $pubKey["key"];
+
+ $zip_file = fopen($zip_file_dir, "r") or die("cannot read the zip file\n ");
+ $data = fread($zip_file,filesize($zip_file_dir));
+
+ echo strlen("data length: {$data} \n");
+
+ if (openssl_public_encrypt($data, $encrypted, $pubKey)) {
+ print_r($encrypted);
+ } else {
+ echo "cannot encrypt the zip file\n";
+ }
+ */
+ }
+
+}
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaFundManagerEdit",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/johns/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaFundManagerEdit.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "ec211f7c20af43e742bf2570c3cb84f9" : "Add",
+ "2b15fbffc15a21f95838d3338de6798f" : "Add Fund",
+ "ea4788705e6873b424c65e91c2846b19" : "Cancel",
+ "4d3d769b812b6faa6b76e1a8abaece2d" : "Active",
+ "422918621aa6642c26d5ee9222765ddf" : "Fund Name",
+ "2efbd104fbdac27979de616938992e78" : "Fund Code",
+ "d41d8cd98f00b204e9800998ecf8427e" : " "
+ },
+ "items" : [
+ {
+ "xtype" : "Modal",
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "Add Fund",
+ "items" : [
+ {
+ "xtype" : "Container",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "width: 100%",
+ "items" : [
+ {
+ "listeners" : {
+ "actionfailed" : "function (_self, action)\n{\n if (action.type == 'submit') {\n \n Roo.log('faul');\n \n }\n}",
+ "actioncomplete" : "function (_self, action)\n{\n if(action.type == 'submit') {\n \n Roo.log('teststestset');\n \n }\n}",
+ "render" : "function (_self)\n{\n _this.form = this;\n}"
+ },
+ "xtype" : "Form",
+ "$ xns" : "Roo.bootstrap",
+ "String method" : "GET",
+ "$ String url" : "baseURL + '/Roo/Modx_accountmgmts'",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "isin_code",
+ "xtype" : "Input",
+ "string fieldLabel" : "Fund Code",
+ "String labelAlign" : "top",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "name",
+ "xtype" : "Input",
+ "String labelAlign" : "top",
+ "string fieldLabel" : "Fund Name",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String target" : "is_active",
+ "xtype" : "FieldLabel",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Active",
+ "String style" : "line-height: 40px;"
+ }
+ ]
+ },
+ {
+ "Number md" : 3,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String name" : "is_active",
+ "Boolean checked" : false,
+ "xtype" : "CheckBox",
+ "String valueOff" : 0,
+ "string fieldLabel" : " ",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 1
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Number md" : 12,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "String weight" : "danger",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Cancel",
+ "String style" : "margin: 10px; float:right"
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.form.doAction('submit');\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Add",
+ "String style" : "margin: 10px; float:right"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaFundManagerEdit= function() {}
+Roo.apply(Pman.Dialog.CobaFundManagerEdit.prototype, {
+
+ _strings : {
+ 'ec211f7c20af43e742bf2570c3cb84f9' :"Add",
+ '2b15fbffc15a21f95838d3338de6798f' :"Add Fund",
+ 'ea4788705e6873b424c65e91c2846b19' :"Cancel",
+ '4d3d769b812b6faa6b76e1a8abaece2d' :"Active",
+ '422918621aa6642c26d5ee9222765ddf' :"Fund Name",
+ '2efbd104fbdac27979de616938992e78' :"Fund Code",
+ 'd41d8cd98f00b204e9800998ecf8427e' :" "
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ title : _this._strings['2b15fbffc15a21f95838d3338de6798f'] /* Add Fund */,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Container',
+ style : 'width: 100%',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Form',
+ method : 'GET',
+ url : baseURL + '/Roo/Modx_accountmgmts',
+ listeners : {
+ actioncomplete : function (_self, action)
+ {
+ if(action.type == 'submit') {
+
+ Roo.log('teststestset');
+
+ }
+ },
+ actionfailed : function (_self, action)
+ {
+ if (action.type == 'submit') {
+
+ Roo.log('faul');
+
+ }
+ },
+ render : function (_self)
+ {
+ _this.form = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['2efbd104fbdac27979de616938992e78'] /* Fund Code */,
+ labelAlign : 'top',
+ name : 'isin_code',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ fieldLabel : _this._strings['422918621aa6642c26d5ee9222765ddf'] /* Fund Name */,
+ labelAlign : 'top',
+ name : 'name',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 2,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'FieldLabel',
+ html : _this._strings['4d3d769b812b6faa6b76e1a8abaece2d'] /* Active */,
+ style : 'line-height: 40px;',
+ target : 'is_active',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ },
+ {
+ xtype : 'Column',
+ md : 3,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'CheckBox',
+ checked : false,
+ fieldLabel : _this._strings['d41d8cd98f00b204e9800998ecf8427e'] /* */,
+ inputValue : 1,
+ name : 'is_active',
+ valueOff : 0,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Button',
+ html : _this._strings['ea4788705e6873b424c65e91c2846b19'] /* Cancel */,
+ style : 'margin: 10px; float:right',
+ weight : 'danger',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['ec211f7c20af43e742bf2570c3cb84f9'] /* Add */,
+ style : 'margin: 10px; float:right',
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.form.doAction('submit');
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ } );
+ }
+});
+Roo.apply(Pman.Dialog.CobaFundManagerEdit, Pman.Dialog.CobaFundManagerEdit.prototype);
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaInvestorChangeAdvisor",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/edward/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaInvestorChangeAdvisor.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "5cfee765454e9ab499d547c20476f696" : "Change Advisor",
+ "ea4788705e6873b424c65e91c2846b19" : "Cancel",
+ "c9cc8cce247e49bae79f15173ce97354" : "Save",
+ "76f6e3fca8e568586bf04d22f80c5628" : "Please select an advisor"
+ },
+ "items" : [
+ {
+ "String cls" : "enable-overflow",
+ "xtype" : "Modal",
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "Change Advisor",
+ "items" : [
+ {
+ "listeners" : {
+ "actionfailed" : "function (_self, action)\n{\n Roo.log(action);\n \n var err = 'Please fill in all the request fields';\n \n if (typeof(action) != 'undefined' && (action.failureType == 'server' || action.failureType == 'load')) { \n err = action.result.errorMsg;\n }\n \n Roo.bootstrap.MessageBox.alert('Error', err);\n\n}",
+ "actioncomplete" : "function (_self, action)\n{\n if(action.type == 'setdata'){\n \n if(_this.data.id * 1 > 0) {\n this.doAction('load',{ method: 'GET', params: { '_id' : _this.data.id }});\n }\n \n return;\n }\n \n if (action.type == 'load') {\n \n _this.data = action.result.data;\n \n return;\n }\n \n \n if (action.type == 'submit') {\n \n _this.dialog.hide();\n \n if (_this.callback) {\n _this.callback.call(this, action.result.data);\n }\n \n return; \n }\n}",
+ "render" : "function (_self)\n{\n _this.form = _self;\n}"
+ },
+ "$ url" : "baseURL + '/Roo/Ext_data'",
+ "xtype" : "Form",
+ "String labelAlign" : "top",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Number pageSize" : 25,
+ "Boolean allowBlank" : false,
+ "Number minChars" : 2,
+ "String name" : "investment_advisor_id_name",
+ "String valueField" : "id",
+ "String queryParam" : "query[name_starts]",
+ "Boolean typeAhead" : true,
+ "xtype" : "ComboBox",
+ "String triggerAction" : "all",
+ "Boolean editable" : false,
+ "Boolean alwaysQuery" : true,
+ "string placeholder" : "Please select an advisor",
+ "$ xns" : "Roo.bootstrap",
+ "String/Roo.Template tpl" : "<div class=\"roo-select2-result\"><b>{name}</b></div>",
+ "String hiddenName" : "investment_advisor_id",
+ "String displayField" : "name",
+ "items" : [
+ {
+ "listeners" : {
+ "beforeload" : "function (_self, o)\n{\n o.params = o.params || {};\n \n o.params.active = 1;\n \n o.params.in_group_name = 'Adviser';\n}"
+ },
+ "xtype" : "Store",
+ "boolean remoteSort" : true,
+ "$ xns" : "Roo.data",
+ "$ sortInfo" : "{field:\"name\",direction:\"ASC\"}",
+ "* prop" : "store",
+ "items" : [
+ {
+ "xtype" : "HttpProxy",
+ "$ xns" : "Roo.data",
+ "String method" : "GET",
+ "* prop" : "proxy",
+ "$ String url" : "baseURL+'/Roo/Core_person'"
+ },
+ {
+ "xtype" : "JsonReader",
+ "$ xns" : "Roo.data",
+ "$ fields" : "[\n {\n 'name': 'id',\n 'type': 'int'\n },\n {\n 'name': 'name',\n 'type': 'string'\n }\n]",
+ "* prop" : "reader"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "String name" : "id",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.dialog.hide(); \n}"
+ },
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Cancel",
+ "* prop" : "buttons[]"
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.form.doAction(\"submit\");\n\n return;\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Save",
+ "* prop" : "buttons[]"
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaInvestorChangeAdvisor= function() {}
+Roo.apply(Pman.Dialog.CobaInvestorChangeAdvisor.prototype, {
+
+ _strings : {
+ '5cfee765454e9ab499d547c20476f696' :"Change Advisor",
+ 'ea4788705e6873b424c65e91c2846b19' :"Cancel",
+ 'c9cc8cce247e49bae79f15173ce97354' :"Save",
+ '76f6e3fca8e568586bf04d22f80c5628' :"Please select an advisor"
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ cls : 'enable-overflow',
+ title : _this._strings['5cfee765454e9ab499d547c20476f696'] /* Change Advisor */,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ buttons : [
+ {
+ xtype : 'Button',
+ html : _this._strings['ea4788705e6873b424c65e91c2846b19'] /* Cancel */,
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.dialog.hide();
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['c9cc8cce247e49bae79f15173ce97354'] /* Save */,
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.form.doAction("submit");
+
+ return;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ],
+ items : [
+ {
+ xtype : 'Form',
+ labelAlign : 'top',
+ url : baseURL + '/Roo/Ext_data',
+ listeners : {
+ actioncomplete : function (_self, action)
+ {
+ if(action.type == 'setdata'){
+
+ if(_this.data.id * 1 > 0) {
+ this.doAction('load',{ method: 'GET', params: { '_id' : _this.data.id }});
+ }
+
+ return;
+ }
+
+ if (action.type == 'load') {
+
+ _this.data = action.result.data;
+
+ return;
+ }
+
+
+ if (action.type == 'submit') {
+
+ _this.dialog.hide();
+
+ if (_this.callback) {
+ _this.callback.call(this, action.result.data);
+ }
+
+ return;
+ }
+ },
+ actionfailed : function (_self, action)
+ {
+ Roo.log(action);
+
+ var err = 'Please fill in all the request fields';
+
+ if (typeof(action) != 'undefined' && (action.failureType == 'server' || action.failureType == 'load')) {
+ err = action.result.errorMsg;
+ }
+
+ Roo.bootstrap.MessageBox.alert('Error', err);
+
+ },
+ render : function (_self)
+ {
+ _this.form = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'ComboBox',
+ allowBlank : false,
+ alwaysQuery : true,
+ displayField : 'name',
+ editable : false,
+ hiddenName : 'investment_advisor_id',
+ minChars : 2,
+ name : 'investment_advisor_id_name',
+ pageSize : 25,
+ placeholder : _this._strings['76f6e3fca8e568586bf04d22f80c5628'] /* Please select an advisor */,
+ queryParam : 'query[name_starts]',
+ tpl : '<div class=\"roo-select2-result\"><b>{name}</b></div>',
+ triggerAction : 'all',
+ typeAhead : true,
+ valueField : 'id',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ store : {
+ xtype : 'Store',
+ remoteSort : true,
+ sortInfo : {field:"name",direction:"ASC"},
+ listeners : {
+ beforeload : function (_self, o)
+ {
+ o.params = o.params || {};
+
+ o.params.active = 1;
+
+ o.params.in_group_name = 'Adviser';
+ }
+ },
+ xns : Roo.data,
+ '|xns' : 'Roo.data',
+ proxy : {
+ xtype : 'HttpProxy',
+ method : 'GET',
+ url : baseURL+'/Roo/Core_person',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ },
+ reader : {
+ xtype : 'JsonReader',
+ fields : [
+ {
+ 'name': 'id',
+ 'type': 'int'
+ },
+ {
+ 'name': 'name',
+ 'type': 'string'
+ }
+ ],
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ }
+ }
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'id',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ } );
+ }
+});
+Roo.apply(Pman.Dialog.CobaInvestorChangeAdvisor, Pman.Dialog.CobaInvestorChangeAdvisor.prototype);
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaInvestorChangePassword",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/khlau/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaInvestorChangePassword.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "150526edf0f88e7bfd828dc679d4daeb" : "Retype Password",
+ "8f1e77e0d2be21da93cd4d9a939148f7" : "Change Password",
+ "ea4788705e6873b424c65e91c2846b19" : "Cancel",
+ "ae3bb2a1ac61750150b606298091d38a" : "New Password",
+ "51eea3dc60ae3a0b1bb8188bc6337dc2" : "enter password",
+ "32ab89ebb0ab2b1b4062993bff92cc41" : "retype password",
+ "e0aa021e21dddbd6d8cecec71e9cf564" : "OK"
+ },
+ "items" : [
+ {
+ "listeners" : {
+ "show" : "function (_self)\n{\n// _this.form.clearInvalid();\n}"
+ },
+ "String cls" : "enable-overflow",
+ "xtype" : "Modal",
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "Change Password",
+ "items" : [
+ {
+ "listeners" : {
+ "actionfailed" : "function (_self, action)\n{\n _this.submit_button.enable();\n _this.submit_button.setText('OK');\n \n switch(action.failureType) {\n case Roo.form.Action.SERVER_INVALID: \n Roo.bootstrap.MessageBox.alert(\"Server Error\", action.result.errorMsg);\n break;\n case Roo.form.Action.CLIENT_INVALID: //for validation\n Roo.bootstrap.MessageBox.alert(\"Client Error\", action.result.errorMsg);\n break;\n case Roo.form.Action.CONNECT_FAILURE:\n Roo.bootstrap.MessageBox.alert(\"Connect Error\", action.result.errorMsg);\n break;\n default: \n Roo.bootstrap.MessageBox.alert(\"Error\", action.result.errorMsg);\n break;\n \n }\n}",
+ "actioncomplete" : "function (_self, action)\n{\n if(action.type == 'setdata'){\n if(_this.data.id * 1 > 0) {\n _this.userdata_id.setValue(_this.data.id);\n _this.form.clearInvalid();\n }\n return;\n }\n\n\n if (action.type =='submit') {\n Roo.log('test submit');\n \n if (_this.callback) {\n _this.callback.call(_this, action.result);\n }\n _this.form.reset();\n \n _this.submit_button.enable();\n _this.submit_button.setText('OK');\n _this.dialog.hide({});\n return;\n }\n\n}",
+ "render" : "function (_self)\n{\n _this.form = _self;\n}"
+ },
+ "$ url" : "baseURL+'/Roo/Modx_users'",
+ "xtype" : "Form",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin:15px;",
+ "String method" : "POST",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.pw_enter = this; \n}",
+ "change" : "function (_self, newValue, oldValue)\n{\n _this.pw_reenter.markInvalid('unmatch2');\n}"
+ },
+ "Boolean allowBlank" : false,
+ "String name" : "new_password",
+ "xtype" : "Input",
+ "string placeholder" : "enter password",
+ "String labelAlign" : "top",
+ "string fieldLabel" : "New Password",
+ "String inputType" : "password",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "listeners" : {
+ "valid" : "function (_self)\n{\n if (_this.pw_enter.getValue() != _this.pw_reenter.getValue()){\n _this.pw_reenter.markInvalid('unmatch2');\n }\n}",
+ "render" : "function (_self)\n{\n _this.pw_reenter = this;\n}"
+ },
+ "Boolean allowBlank" : false,
+ "String name" : "retype_password",
+ "xtype" : "Input",
+ "string placeholder" : "retype password",
+ "String labelAlign" : "top",
+ "string fieldLabel" : "Retype Password",
+ "String inputType" : "password",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.userdata_id = _self;\n}"
+ },
+ "Boolean allowBlank" : false,
+ "String name" : "id",
+ "xtype" : "Input",
+ "string placeholder" : "enter password",
+ "String labelAlign" : "top",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n\n}",
+ "click" : "function (_self, e)\n{\n _this.dialog.hide({});\n}"
+ },
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Cancel",
+ "* prop" : "buttons[]"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.submit_button = this;\n}",
+ "click" : "function (_self, e)\n{\n if(!_this.form.isValid()){\n Roo.bootstrap.MessageBox.alert('Error', 'Please Correct all the errors in red');\n return;\n }\n \n if (_this.form.findField('new_password')) {\n \n var p1 = _this.form.findField('new_password').getValue();\n var p2 = _this.form.findField('retype_password').getValue();\n\n if (p1.length || p2.length) {\n if (p1 != p2) {\n Roo.bootstrap.MessageBox.alert(\"Error\", \"Passwords do not match\");\n return;\n }\n }\n \n \n }\n _this.form.doAction('submit');\n _this.submit_button.disable();\n _this.submit_button.setText('sending...');\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "OK",
+ "* prop" : "buttons[]"
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaInvestorChangePassword= function() {}
+Roo.apply(Pman.Dialog.CobaInvestorChangePassword.prototype, {
+
+ _strings : {
+ '150526edf0f88e7bfd828dc679d4daeb' :"Retype Password",
+ '8f1e77e0d2be21da93cd4d9a939148f7' :"Change Password",
+ 'ea4788705e6873b424c65e91c2846b19' :"Cancel",
+ 'ae3bb2a1ac61750150b606298091d38a' :"New Password",
+ '51eea3dc60ae3a0b1bb8188bc6337dc2' :"enter password",
+ '32ab89ebb0ab2b1b4062993bff92cc41' :"retype password",
+ 'e0aa021e21dddbd6d8cecec71e9cf564' :"OK"
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ cls : 'enable-overflow',
+ title : _this._strings['8f1e77e0d2be21da93cd4d9a939148f7'] /* Change Password */,
+ listeners : {
+ show : function (_self)
+ {
+ // _this.form.clearInvalid();
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ buttons : [
+ {
+ xtype : 'Button',
+ html : _this._strings['ea4788705e6873b424c65e91c2846b19'] /* Cancel */,
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.dialog.hide({});
+ },
+ render : function (_self)
+ {
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['e0aa021e21dddbd6d8cecec71e9cf564'] /* OK */,
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(!_this.form.isValid()){
+ Roo.bootstrap.MessageBox.alert('Error', 'Please Correct all the errors in red');
+ return;
+ }
+
+ if (_this.form.findField('new_password')) {
+
+ var p1 = _this.form.findField('new_password').getValue();
+ var p2 = _this.form.findField('retype_password').getValue();
+
+ if (p1.length || p2.length) {
+ if (p1 != p2) {
+ Roo.bootstrap.MessageBox.alert("Error", "Passwords do not match");
+ return;
+ }
+ }
+
+
+ }
+ _this.form.doAction('submit');
+ _this.submit_button.disable();
+ _this.submit_button.setText('sending...');
+ },
+ render : function (_self)
+ {
+ _this.submit_button = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ],
+ items : [
+ {
+ xtype : 'Form',
+ method : 'POST',
+ style : 'margin:15px;',
+ url : baseURL+'/Roo/Modx_users',
+ listeners : {
+ actioncomplete : function (_self, action)
+ {
+ if(action.type == 'setdata'){
+ if(_this.data.id * 1 > 0) {
+ _this.userdata_id.setValue(_this.data.id);
+ _this.form.clearInvalid();
+ }
+ return;
+ }
+
+
+ if (action.type =='submit') {
+ Roo.log('test submit');
+
+ if (_this.callback) {
+ _this.callback.call(_this, action.result);
+ }
+ _this.form.reset();
+
+ _this.submit_button.enable();
+ _this.submit_button.setText('OK');
+ _this.dialog.hide({});
+ return;
+ }
+
+ },
+ actionfailed : function (_self, action)
+ {
+ _this.submit_button.enable();
+ _this.submit_button.setText('OK');
+
+ switch(action.failureType) {
+ case Roo.form.Action.SERVER_INVALID:
+ Roo.bootstrap.MessageBox.alert("Server Error", action.result.errorMsg);
+ break;
+ case Roo.form.Action.CLIENT_INVALID: //for validation
+ Roo.bootstrap.MessageBox.alert("Client Error", action.result.errorMsg);
+ break;
+ case Roo.form.Action.CONNECT_FAILURE:
+ Roo.bootstrap.MessageBox.alert("Connect Error", action.result.errorMsg);
+ break;
+ default:
+ Roo.bootstrap.MessageBox.alert("Error", action.result.errorMsg);
+ break;
+
+ }
+ },
+ render : function (_self)
+ {
+ _this.form = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ allowBlank : false,
+ fieldLabel : _this._strings['ae3bb2a1ac61750150b606298091d38a'] /* New Password */,
+ inputType : 'password',
+ labelAlign : 'top',
+ name : 'new_password',
+ placeholder : _this._strings['51eea3dc60ae3a0b1bb8188bc6337dc2'] /* enter password */,
+ listeners : {
+ change : function (_self, newValue, oldValue)
+ {
+ _this.pw_reenter.markInvalid('unmatch2');
+ },
+ render : function (_self)
+ {
+ _this.pw_enter = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Input',
+ allowBlank : false,
+ fieldLabel : _this._strings['150526edf0f88e7bfd828dc679d4daeb'] /* Retype Password */,
+ inputType : 'password',
+ labelAlign : 'top',
+ name : 'retype_password',
+ placeholder : _this._strings['32ab89ebb0ab2b1b4062993bff92cc41'] /* retype password */,
+ listeners : {
+ render : function (_self)
+ {
+ _this.pw_reenter = this;
+ },
+ valid : function (_self)
+ {
+ if (_this.pw_enter.getValue() != _this.pw_reenter.getValue()){
+ _this.pw_reenter.markInvalid('unmatch2');
+ }
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Input',
+ allowBlank : false,
+ inputType : 'hidden',
+ labelAlign : 'top',
+ name : 'id',
+ placeholder : _this._strings['51eea3dc60ae3a0b1bb8188bc6337dc2'] /* enter password */,
+ listeners : {
+ render : function (_self)
+ {
+ _this.userdata_id = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ } );
+ }
+});
+Roo.apply(Pman.Dialog.CobaInvestorChangePassword, Pman.Dialog.CobaInvestorChangePassword.prototype);
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaInvestorComplianceReject",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/edward/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaInvestorComplianceReject.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "c3829f941b2eb369a4eb1788396c5556" : "explain why you reject this investor",
+ "babca5bf265170c851ad830547a20f02" : "Please explain why reject this investor",
+ "ea4788705e6873b424c65e91c2846b19" : "Cancel",
+ "e0aa021e21dddbd6d8cecec71e9cf564" : "OK",
+ "539d24367a77a2a7b50a66bf7c4e6cf0" : "COMPLIANCE REJECTED"
+ },
+ "items" : [
+ {
+ "String cls" : "enable-overflow",
+ "xtype" : "Modal",
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "Please explain why reject this investor",
+ "items" : [
+ {
+ "listeners" : {
+ "actionfailed" : "function (_self, action)\n{\n Roo.log(action);\n \n var err = 'Please Correct all the errors in red';\n \n if (\n typeof(action) != 'undefined' && \n (\n action.failureType == 'server' ||\n action.failureType == 'load'\n )\n ) {\n err = action.result.errorMsg;\n }\n \n Roo.bootstrap.MessageBox.alert('Error', err);\n return;\n \n}",
+ "actioncomplete" : "function (_self, action)\n{\n if(action.type == 'setdata'){\n \n return;\n }\n\n\n if (action.type =='submit') {\n \n _this.dialog.hide();\n \n if (_this.callback) {\n _this.callback.call(_this, action.result);\n }\n \n _this.form.reset();\n \n return;\n }\n\n}",
+ "render" : "function (_self)\n{\n _this.form = _self;\n}"
+ },
+ "$ url" : "baseURL+'/Roo/coba_investor_notes'",
+ "xtype" : "Form",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin:15px;",
+ "String method" : "POST",
+ "Boolean loadMask" : false,
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Boolean allowBlank" : false,
+ "String name" : "notes",
+ "xtype" : "TextArea",
+ "string placeholder" : "explain why you reject this investor",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "String name" : "id",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "String name" : "investor_id",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "String name" : "note_type",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap",
+ "string value" : "COMPLIANCE REJECTED"
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.dialog.hide();\n}"
+ },
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Cancel",
+ "* prop" : "buttons[]"
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.form.doAction('submit');\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "OK",
+ "* prop" : "buttons[]"
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaInvestorComplianceReject= function() {}
+Roo.apply(Pman.Dialog.CobaInvestorComplianceReject.prototype, {
+
+ _strings : {
+ 'c3829f941b2eb369a4eb1788396c5556' :"explain why you reject this investor",
+ 'babca5bf265170c851ad830547a20f02' :"Please explain why reject this investor",
+ 'ea4788705e6873b424c65e91c2846b19' :"Cancel",
+ 'e0aa021e21dddbd6d8cecec71e9cf564' :"OK",
+ '539d24367a77a2a7b50a66bf7c4e6cf0' :"COMPLIANCE REJECTED"
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ cls : 'enable-overflow',
+ title : _this._strings['babca5bf265170c851ad830547a20f02'] /* Please explain why reject this investor */,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ buttons : [
+ {
+ xtype : 'Button',
+ html : _this._strings['ea4788705e6873b424c65e91c2846b19'] /* Cancel */,
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.dialog.hide();
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['e0aa021e21dddbd6d8cecec71e9cf564'] /* OK */,
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.form.doAction('submit');
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ],
+ items : [
+ {
+ xtype : 'Form',
+ loadMask : false,
+ method : 'POST',
+ style : 'margin:15px;',
+ url : baseURL+'/Roo/coba_investor_notes',
+ listeners : {
+ actioncomplete : function (_self, action)
+ {
+ if(action.type == 'setdata'){
+
+ return;
+ }
+
+
+ if (action.type =='submit') {
+
+ _this.dialog.hide();
+
+ if (_this.callback) {
+ _this.callback.call(_this, action.result);
+ }
+
+ _this.form.reset();
+
+ return;
+ }
+
+ },
+ actionfailed : function (_self, action)
+ {
+ Roo.log(action);
+
+ var err = 'Please Correct all the errors in red';
+
+ if (
+ typeof(action) != 'undefined' &&
+ (
+ action.failureType == 'server' ||
+ action.failureType == 'load'
+ )
+ ) {
+ err = action.result.errorMsg;
+ }
+
+ Roo.bootstrap.MessageBox.alert('Error', err);
+ return;
+
+ },
+ render : function (_self)
+ {
+ _this.form = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'TextArea',
+ allowBlank : false,
+ name : 'notes',
+ placeholder : _this._strings['c3829f941b2eb369a4eb1788396c5556'] /* explain why you reject this investor */,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'id',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'investor_id',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'note_type',
+ value : _this._strings['539d24367a77a2a7b50a66bf7c4e6cf0'] /* COMPLIANCE REJECTED */,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ } );
+ }
+});
+Roo.apply(Pman.Dialog.CobaInvestorComplianceReject, Pman.Dialog.CobaInvestorComplianceReject.prototype);
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaInvestorComplianceReview",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/edward/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaInvestorComplianceReview.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "d98ac12774fca5c3cbaffe276840c55f" : "Reject",
+ "c4408d335012a56ff58937d78050efad" : "Accept",
+ "57d3c3623b963750443582d79de27efc" : "Please review the Compliance Report"
+ },
+ "items" : [
+ {
+ "listeners" : {
+ "show" : "function (_self)\n{\n _this.acceptBtn.disableIt();\n _this.rejectBtn.disableIt();\n \n var url = 'about:blank';\n \n if(_this.data.userdata_id * 1 > 0){\n url = baseURL + '/Coba/Reports/ComplianceReport/' + _this.data.userdata_id;\n }\n \n window.addEventListener(\"resize\", _this.compliance_report_frame.resize);\n \n _this.compliance_report_frame.el.dom.onload = function(){\n \n _this.compliance_report_frame.resize();\n \n var frame = _this.compliance_report_frame.el.dom.contentDocument || _this.compliance_report_frame.el.dom.contentWindow.document;\n \n var frameBody = Roo.get(frame.body);\n \n frameBody.scrollTo('top');\n \n frame.addEventListener('scroll', function(e) {\n _this.compliance_report_frame.onScroll();\n }, false);\n \n };\n \n _this.compliance_report_frame.el.dom.src = url;\n \n \n}"
+ },
+ "String cls" : "enable-overflow",
+ "xtype" : "Modal",
+ "Boolean fitwindow" : true,
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "Please review the Compliance Report",
+ "items" : [
+ {
+ "listeners" : {
+ "actionfailed" : "function (_self, action)\n{\n Roo.log(action);\n \n var err = 'Please Correct all the errors in red';\n \n if (\n typeof(action) != 'undefined' && \n (\n action.failureType == 'server' ||\n action.failureType == 'load'\n )\n ) {\n err = action.result.errorMsg;\n }\n \n Roo.bootstrap.MessageBox.alert('Error', err);\n return;\n \n}",
+ "actioncomplete" : "function (_self, action)\n{\n if(action.type == 'setdata'){\n \n return;\n }\n\n\n if (action.type =='submit') {\n \n _this.dialog.hide();\n \n if (_this.callback) {\n _this.callback.call(_this, action.result);\n }\n \n _this.form.reset();\n \n return;\n }\n\n}",
+ "render" : "function (_self)\n{\n _this.form = _self;\n}"
+ },
+ "$ url" : "baseURL+'/Roo/Coba_investor_lexis_results'",
+ "xtype" : "Form",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin:15px;",
+ "String method" : "POST",
+ "Boolean loadMask" : false,
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin-top: 15px;",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.compliance_report_frame = this;\n \n}"
+ },
+ "String tag" : "iframe",
+ "| function resize" : "function() \n{ \n var height = _this.dialog.bodyEl.getHeight(true);\n \n _this.compliance_report_frame.el.setHeight(height);\n}",
+ "| function onScroll" : "function() \n{ \n var frame = _this.compliance_report_frame.el.dom.contentDocument || _this.compliance_report_frame.el.dom.contentWindow.document;\n \n var frameBody = Roo.get(frame.body);\n \n var scrollHeight = frameBody.dom.scrollHeight;\n \n var viewHeight = _this.compliance_report_frame.el.getHeight();\n \n var scrollTop = frame.documentElement.scrollTop || frame.body.scrollTop;\n \n if(scrollHeight - viewHeight > scrollTop){\n return;\n }\n \n _this.acceptBtn.enableIt();\n _this.rejectBtn.enableIt();\n \n}",
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "width:100%;border:none;"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "String name" : "id",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "String name" : "status",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.acceptBtn = this;\n}",
+ "click" : "function (_self, e)\n{\n if(_this.data.id * 1 < 1){\n Roo.bootstrap.MessageBox.alert('Error', 'Invalid User ID');\n return;\n }\n \n new Pman.Request({\n url: baseURL + '/Roo/Ext_data.php',\n method : 'POST',\n params : {\n id : _this.data.id,\n _accept : 1\n }, \n success : function(res) {\n \n _this.dialog.hide();\n \n if(_this.callback){\n _this.callback.call(_this);\n }\n \n }\n });\n \n}"
+ },
+ "| function disableIt" : "function() \n{ \n this.setText('Scroll to end before accept');\n this.disable();\n}",
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Accept",
+ "* prop" : "buttons[]",
+ "| function enableIt" : "function() \n{ \n this.setText('Accept');\n \n this.enable();\n}"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.rejectBtn = this;\n}",
+ "click" : "function (_self, e)\n{\n if(_this.data.userdata_id * 1 < 1){\n Roo.bootstrap.MessageBox.alert('Error', 'Invalid User ID');\n return;\n }\n \n Pman.Dialog.CobaInvestorComplianceReject.show({\n id : 0,\n investor_id : _this.data.userdata_id\n }, function(res){\n \n _this.dialog.hide();\n \n if(_this.callback){\n _this.callback.call(_this);\n }\n \n });\n \n}"
+ },
+ "| function disableIt" : "function() \n{ \n this.setText('Scroll to end before reject');\n this.disable();\n}",
+ "String weight" : "danger",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Reject",
+ "* prop" : "buttons[]",
+ "| function enableIt" : "function() \n{ \n this.setText('Reject');\n \n this.enable();\n}"
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaInvestorComplianceReview= function() {}
+Roo.apply(Pman.Dialog.CobaInvestorComplianceReview.prototype, {
+
+ _strings : {
+ 'd98ac12774fca5c3cbaffe276840c55f' :"Reject",
+ 'c4408d335012a56ff58937d78050efad' :"Accept",
+ '57d3c3623b963750443582d79de27efc' :"Please review the Compliance Report"
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ cls : 'enable-overflow',
+ fitwindow : true,
+ title : _this._strings['57d3c3623b963750443582d79de27efc'] /* Please review the Compliance Report */,
+ listeners : {
+ show : function (_self)
+ {
+ _this.acceptBtn.disableIt();
+ _this.rejectBtn.disableIt();
+
+ var url = 'about:blank';
+
+ if(_this.data.userdata_id * 1 > 0){
+ url = baseURL + '/Coba/Reports/ComplianceReport/' + _this.data.userdata_id;
+ }
+
+ window.addEventListener("resize", _this.compliance_report_frame.resize);
+
+ _this.compliance_report_frame.el.dom.onload = function(){
+
+ _this.compliance_report_frame.resize();
+
+ var frame = _this.compliance_report_frame.el.dom.contentDocument || _this.compliance_report_frame.el.dom.contentWindow.document;
+
+ var frameBody = Roo.get(frame.body);
+
+ frameBody.scrollTo('top');
+
+ frame.addEventListener('scroll', function(e) {
+ _this.compliance_report_frame.onScroll();
+ }, false);
+
+ };
+
+ _this.compliance_report_frame.el.dom.src = url;
+
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ buttons : [
+ {
+ xtype : 'Button',
+ disableIt : function()
+ {
+ this.setText('Scroll to end before accept');
+ this.disable();
+ },
+ enableIt : function()
+ {
+ this.setText('Accept');
+
+ this.enable();
+ },
+ html : _this._strings['c4408d335012a56ff58937d78050efad'] /* Accept */,
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(_this.data.id * 1 < 1){
+ Roo.bootstrap.MessageBox.alert('Error', 'Invalid User ID');
+ return;
+ }
+
+ new Pman.Request({
+ url: baseURL + '/Roo/Ext_data.php',
+ method : 'POST',
+ params : {
+ id : _this.data.id,
+ _accept : 1
+ },
+ success : function(res) {
+
+ _this.dialog.hide();
+
+ if(_this.callback){
+ _this.callback.call(_this);
+ }
+
+ }
+ });
+
+ },
+ render : function (_self)
+ {
+ _this.acceptBtn = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ disableIt : function()
+ {
+ this.setText('Scroll to end before reject');
+ this.disable();
+ },
+ enableIt : function()
+ {
+ this.setText('Reject');
+
+ this.enable();
+ },
+ html : _this._strings['d98ac12774fca5c3cbaffe276840c55f'] /* Reject */,
+ weight : 'danger',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(_this.data.userdata_id * 1 < 1){
+ Roo.bootstrap.MessageBox.alert('Error', 'Invalid User ID');
+ return;
+ }
+
+ Pman.Dialog.CobaInvestorComplianceReject.show({
+ id : 0,
+ investor_id : _this.data.userdata_id
+ }, function(res){
+
+ _this.dialog.hide();
+
+ if(_this.callback){
+ _this.callback.call(_this);
+ }
+
+ });
+
+ },
+ render : function (_self)
+ {
+ _this.rejectBtn = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ],
+ items : [
+ {
+ xtype : 'Form',
+ loadMask : false,
+ method : 'POST',
+ style : 'margin:15px;',
+ url : baseURL+'/Roo/Coba_investor_lexis_results',
+ listeners : {
+ actioncomplete : function (_self, action)
+ {
+ if(action.type == 'setdata'){
+
+ return;
+ }
+
+
+ if (action.type =='submit') {
+
+ _this.dialog.hide();
+
+ if (_this.callback) {
+ _this.callback.call(_this, action.result);
+ }
+
+ _this.form.reset();
+
+ return;
+ }
+
+ },
+ actionfailed : function (_self, action)
+ {
+ Roo.log(action);
+
+ var err = 'Please Correct all the errors in red';
+
+ if (
+ typeof(action) != 'undefined' &&
+ (
+ action.failureType == 'server' ||
+ action.failureType == 'load'
+ )
+ ) {
+ err = action.result.errorMsg;
+ }
+
+ Roo.bootstrap.MessageBox.alert('Error', err);
+ return;
+
+ },
+ render : function (_self)
+ {
+ _this.form = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ style : 'margin-top: 15px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Element',
+ onScroll : function()
+ {
+ var frame = _this.compliance_report_frame.el.dom.contentDocument || _this.compliance_report_frame.el.dom.contentWindow.document;
+
+ var frameBody = Roo.get(frame.body);
+
+ var scrollHeight = frameBody.dom.scrollHeight;
+
+ var viewHeight = _this.compliance_report_frame.el.getHeight();
+
+ var scrollTop = frame.documentElement.scrollTop || frame.body.scrollTop;
+
+ if(scrollHeight - viewHeight > scrollTop){
+ return;
+ }
+
+ _this.acceptBtn.enableIt();
+ _this.rejectBtn.enableIt();
+
+ },
+ resize : function()
+ {
+ var height = _this.dialog.bodyEl.getHeight(true);
+
+ _this.compliance_report_frame.el.setHeight(height);
+ },
+ style : 'width:100%;border:none;',
+ tag : 'iframe',
+ listeners : {
+ render : function (_self)
+ {
+ _this.compliance_report_frame = this;
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'id',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'status',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ } );
+ }
+});
+Roo.apply(Pman.Dialog.CobaInvestorComplianceReview, Pman.Dialog.CobaInvestorComplianceReview.prototype);
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaInvestorCreate",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/khlau/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaInvestorCreate.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "c55bb3f1897a02f7c3be32fc933b0e0c" : "Create Investor",
+ "5a679c50cadfca1ff5cdbd31939af3fc" : "Generated password",
+ "b60a6cfe4d8391ec9c29e11ab13216cd" : "Select Investment Advisor",
+ "e5676ba19f12f141c9d199c36ee5fde6" : "please select the fund related to the investor",
+ "c83804c010b690de6f340363e374b777" : "please enter the email of the investor",
+ "52c649c38236206862e79e77f735902d" : "Investment Advisor",
+ "e09596c4d5ca0043bbe539924e37adf9" : "please enter the username of the investor",
+ "ea4788705e6873b424c65e91c2846b19" : "Cancel",
+ "ae9e6ac49d4f451b1ebf440619f595b5" : "please select the type of the investor",
+ "f6039d44b29456b20f8f373155ae4973" : "Username",
+ "51eea3dc60ae3a0b1bb8188bc6337dc2" : "enter password",
+ "c1098dd48f0fb20eeea79235055d02ca" : "Fund",
+ "a1fa27779242b4902f7ae3bdd5c6d508" : "Type",
+ "e0aa021e21dddbd6d8cecec71e9cf564" : "OK",
+ "e456949630edb405fba2217ddeef7f3c" : "Primary contact email",
+ "27f4aa512a351222967865d05016314c" : "enter password again to confirm"
+ },
+ "items" : [
+ {
+ "listeners" : {
+ "show" : "function (_self)\n{\n Roo.get(document.body).mask('Loading');\n new Pman.Request({\n url : baseURL + '/Roo/Modx_accountmgmts' ,\n method : 'GET',\n params : {\n }, \n success : function(res) { \n if(res.data){\n _this.fund_name.store.proxy.data = res;\n }\n new Pman.Request({\n url : baseURL + '/Roo/core_person' ,\n method : 'GET',\n params : {\n in_group_name : 'Adviser'\n }, \n success : function(res) { \n if(res.data){\n _this.advisor.store.proxy.data = res;\n }\n Roo.get(document.body).unmask();\n },\n failure : function(res) {\n Roo.get(document.body).unmask();\n }\n });\n },\n failure : function(res) {\n Roo.get(document.body).unmask();\n }\n });\n}",
+ "render" : "function (_self)\n{\n _this._confirm_dialog = Pman.Dialog.CobaInvestorCreateConfirm;\n}"
+ },
+ "String cls" : "enable-overflow",
+ "xtype" : "Modal",
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "Create Investor",
+ "items" : [
+ {
+ "listeners" : {
+ "actionfailed" : "function (_self, action)\n{ \n _this.submit_button.enable();\n _this.submit_button.setText('OK');\n Roo.log('action call: '+action);\n Roo.log(\"action failed\");\n Roo.log(\"action type:\"+action.failureType);\n \n \n if(action.result.errorMsg.length >= 200) {\n Roo.bootstrap.MessageBox.alert(\"Error\", action.result.errorMsg.substring(0,199) + '...');\n \n } else {\n Roo.bootstrap.MessageBox.alert(\"Error\", action.result.errorMsg);\n }\n}",
+ "actioncomplete" : "function (_self, action) {\n\n if (action.type == 'setdata') {\n _this.check_set_pw_true.setValue('0');\n //this.url = baseURL+'/Roo/Modx_accountmgmts'\n //this.doAction('load', { method: 'GET', params: action.data });\n return;\n }\n if (action.type == 'load') {\n return;\n }\n if (action.type =='submit') {\n Roo.log('test submit');\n \n if (_this.callback) {\n _this.callback.call(_this, action.result);\n }\n \n \n \n _this.submit_button.enable();\n _this.submit_button.setText('OK');\n _this.dialog.hide();\n if(_this._confirm_dialog) {\n _this._confirm_dialog.show({'investor_id':action.result.data.id, 'account_type': _this.investor_type.getValue()}); \n }\n \n _this.form.reset();\n return;\n }\n\n}",
+ "show" : "function (_self)\n{\n //if(_this.fund_name) {\n // _this.fund_name.store.load({});\n //}\n}",
+ "render" : "function (_self,e)\n{\n _this.form = _self;\n \n}"
+ },
+ "xtype" : "Form",
+ "$ xns" : "Roo.bootstrap",
+ "String method" : "POST",
+ "$ String url" : "baseURL+'/Roo/Modx_users'",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.investor_type = _self;\n}"
+ },
+ "Boolean allowBlank" : false,
+ "String name" : "type",
+ "xtype" : "ComboBox",
+ "String triggerAction" : "all",
+ "Boolean editable" : false,
+ "String labelAlign" : "top",
+ "string fieldLabel" : "Type",
+ "string placeholder" : "please select the type of the investor",
+ "$ xns" : "Roo.bootstrap",
+ "String displayField" : "value",
+ "items" : [
+ {
+ "| data" : "[\n ['individual', 'Individual'],\n ['corporate', 'Corporate'],\n ['joint', 'Joint']\n]",
+ "xtype" : "SimpleStore",
+ "$ xns" : "Roo.data",
+ "$ fields" : "[ 'code', 'value' ]",
+ "* prop" : "store"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.fund_name = _self;\n}"
+ },
+ "Boolean allowBlank" : false,
+ "String name" : "fund_name",
+ "String triggerAction" : "all",
+ "xtype" : "ComboBox",
+ "Boolean editable" : false,
+ "String labelAlign" : "top",
+ "string fieldLabel" : "Fund",
+ "string placeholder" : "please select the fund related to the investor",
+ "Boolean alwaysQuery" : false,
+ "$ xns" : "Roo.bootstrap",
+ "String/Roo.Template tpl" : "<div class=\"roo-select2-result\"><b>{name}</b></div>",
+ "String displayField" : "name",
+ "items" : [
+ {
+ "listeners" : {
+ "beforeload" : "function (_self, options)\n{\n\n}"
+ },
+ "$ Object sortInfo" : "{field:\"name\",direction:\"ASC\"}",
+ "xtype" : "Store",
+ "boolean remoteSort" : false,
+ "$ xns" : "Roo.data",
+ "* prop" : "store",
+ "items" : [
+ {
+ "$ Array fields" : "[{'name':'name','type':'string'},{'name':'id',type:'string'}]",
+ "xtype" : "JsonReader",
+ "$ xns" : "Roo.data",
+ "* prop" : "reader"
+ },
+ {
+ "xtype" : "MemoryProxy",
+ "$ xns" : "Roo.data",
+ "* prop" : "proxy"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.advisor = _self;\n}"
+ },
+ "Boolean allowBlank" : false,
+ "Number minChars" : 2,
+ "String name" : "investment_advisor_id_name",
+ "String valueField" : "id",
+ "String queryParam" : "query[name]",
+ "Boolean typeAhead" : true,
+ "xtype" : "ComboBox",
+ "String triggerAction" : "all",
+ "Boolean editable" : false,
+ "Boolean alwaysQuery" : false,
+ "String labelAlign" : "top",
+ "string placeholder" : "Select Investment Advisor",
+ "$ xns" : "Roo.bootstrap",
+ "String/Roo.Template tpl" : "<div class=\"roo-select2-result\"><b>{name}</b></div>",
+ "String fieldLabel" : "Investment Advisor",
+ "String hiddenName" : "investment_advisor_id",
+ "String displayField" : "name",
+ "Boolean forceSelection" : true,
+ "String indicatorpos" : "right",
+ "items" : [
+ {
+ "listeners" : {
+ "beforeload" : "function (_self, o)\n{\n\n}"
+ },
+ "xtype" : "Store",
+ "boolean remoteSort" : false,
+ "$ xns" : "Roo.data",
+ "$ sortInfo" : "{field:\"name\",direction:\"ASC\"}",
+ "* prop" : "store",
+ "items" : [
+ {
+ "xtype" : "JsonReader",
+ "$ fields" : "[\n {\n 'name': 'id',\n 'type': 'int'\n },\n {\n 'name': 'name',\n 'type': 'string'\n }\n]",
+ "$ xns" : "Roo.data",
+ "* prop" : "reader"
+ },
+ {
+ "xtype" : "MemoryProxy",
+ "$ xns" : "Roo.data",
+ "* prop" : "proxy"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "valid" : "function (_self)\n{\n var re = /^(([^<>()\\[\\]\\.,;:\\s@\\\"]+(\\.[^<>()\\[\\]\\.,;:\\s@\\\"]+)*)|(\\\".+\\\"))@(([^<>()[\\]\\.,;:\\s@\\\"]+\\.)+[^<>()[\\]\\.,;:\\s@\\\"]{2,})$/;\n if (!re.test(_this.email.getValue())){\n _this.email.markInvalid('testing');\n }\n}",
+ "keyup" : "function (_self, e)\n{\n// console.debug('text box value: ' + _this.form.findField('email').getValue());\n var email = _this.form.findField('email').getValue();\n if(email.length>0) {\n var res = email.split('@');\n if(res.length>0) {\n _this.form.findField('username').setValue(res[0]);\n } else {\n _this.form.findField('username').setValue(email);\n }\n }\n}",
+ "render" : "function (_self)\n{\n _this.email = this;\n}"
+ },
+ "Boolean allowBlank" : false,
+ "String name" : "email",
+ "xtype" : "Input",
+ "string fieldLabel" : "Primary contact email",
+ "String labelAlign" : "top",
+ "string placeholder" : "please enter the email of the investor",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "width: inherit;"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n\n}"
+ },
+ "Boolean allowBlank" : false,
+ "String name" : "username",
+ "xtype" : "Input",
+ "string fieldLabel" : "Username",
+ "String labelAlign" : "top",
+ "string placeholder" : "please enter the username of the investor",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "width: inherit;"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 6,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.check_set_pw_false = this;\n}",
+ "check" : "function (_self, checked)\n{\n\n if (checked){\n \n \n _this.check_gen_pw_row.el.hide('TRUE');\n _this.pw_enter_row.el.hide('TRUE');\n _this.pw_gen_row.el.hide('TRUE');\n \n _this.pw_gen.setValue('');\n _this.pw_enter.setValue('please enter your password');\n _this.pw_reenter.setValue('please enter your password');\n //_this.check_gen_pw_true.setValue('0');\n }\n \n \n}"
+ },
+ "String name" : "check_set_pw",
+ "xtype" : "Radio",
+ "String valueOff" : 0,
+ "String boxLabel" : "No password",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 0,
+ "String style" : "float: left; width: 200px;"
+ }
+ ]
+ },
+ {
+ "xtype" : "Column",
+ "Number xs" : 6,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.check_set_pw_true = this;\n}",
+ "check" : "function (_self, checked)\n{\n if (checked){\n Roo.log('return check_set_pw_true: '+checked);\n _this.check_gen_pw_row.el.show('TRUE');\n _this.pw_enter_row.el.hide('TURE');\n _this.check_gen_pw_true.setValue('1');\n _this.pw_enter.setValue('please enter your password');\n _this.pw_reenter.setValue('please enter your password');\n\n }\n}\n\n"
+ },
+ "String name" : "check_set_pw",
+ "xtype" : "Radio",
+ "String valueOff" : 0,
+ "String boxLabel" : "Set password",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 1
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.check_gen_pw_row = this;\n this.el.setVisibilityMode(Roo.Element.DISPLAY);\n}"
+ },
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 6,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "check" : "function (_self, checked)\n{\n\n _this.pw_gen_row.el.hide('TRUE');\n _this.pw_gen.setValue('');\n \n _this.pw_enter_row.el.show('TRUE');\n _this.pw_enter.setValue('');\n _this.pw_reenter.setValue('');\n}"
+ },
+ "String name" : "check_gen_pw",
+ "xtype" : "Radio",
+ "String boxLabel" : "Enter Password",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 0,
+ "String style" : "float: left; width: 200px;"
+ }
+ ]
+ },
+ {
+ "xtype" : "Column",
+ "Number xs" : 6,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.check_gen_pw_true = this;\n}",
+ "check" : "function (_self, checked)\n{\n\n _this.pw_gen_row.el.show('TRUE');\n var randomPw = Math.random().toString(36).slice(-8);\n _this.pw_gen.setValue(randomPw);\n \n _this.pw_enter_row.el.hide('TRUE');\n\n _this.pw_enter.setValue('please enter your password');\n _this.pw_reenter.setValue('please enter your password');\n \n \n}"
+ },
+ "String name" : "check_gen_pw",
+ "xtype" : "Radio",
+ "String boxLabel" : "Generate password",
+ "$ xns" : "Roo.bootstrap",
+ "String inputValue" : 1
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.pw_enter_row = this;\n this.el.setVisibilityMode(Roo.Element.DISPLAY);\n \n}"
+ },
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.pw_enter = this;\n}",
+ "change" : "function (_self, newValue, oldValue)\n{\n _this.pw_reenter.markInvalid('unmatch2');\n}"
+ },
+ "Boolean allowBlank" : false,
+ "String name" : "pw_enter",
+ "xtype" : "Input",
+ "String labelAlign" : "top",
+ "string placeholder" : "enter password",
+ "String inputType" : "password",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "listeners" : {
+ "valid" : "function (_self)\n{\n\n if (_this.pw_enter.getValue() != _this.pw_reenter.getValue()){\n\n _this.pw_reenter.markInvalid('unmatch2');\n\n }\n\n}",
+ "render" : "function (_self)\n{\n _this.pw_reenter = this;\n}"
+ },
+ "Boolean allowBlank" : false,
+ "String name" : "pw_reenter",
+ "xtype" : "Input",
+ "String labelAlign" : "top",
+ "string placeholder" : "enter password again to confirm",
+ "String inputType" : "password",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.pw_gen_row = this;\n this.el.setVisibilityMode(Roo.Element.DISPLAY);\n}"
+ },
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.pw_gen = this;\n}"
+ },
+ "Boolean allowBlank" : true,
+ "String name" : "pw_gen",
+ "xtype" : "Input",
+ "String labelAlign" : "top",
+ "string fieldLabel" : "Generated password",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.password = this;\n}"
+ },
+ "String name" : "new_password",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.submit_button = this;\n}",
+ "click" : "function (_self, e)\n{\n if(!_this.form.isValid()){\n Roo.bootstrap.MessageBox.alert('Error','Invalid Input');\n return;\n }\n \n if(_this.check_set_pw_true.getValue() == '0'){\n _this.password.setValue('');\n }\n else{\n if(_this.check_gen_pw_true.getValue() == '0'){\n _this.password.setValue(_this.pw_reenter.getValue());\n }\n else {\n _this.password.setValue(_this.pw_gen.getValue());\n }\n }\n \n _this.form.doAction('submit');\n _this.submit_button.disable();\n _this.submit_button.setText('sending...');\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "OK",
+ "String style" : "float: right; margin: 10px; width:70px;",
+ "* prop" : "buttons[]"
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.dialog.hide();\n}"
+ },
+ "String weight" : "danger",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Cancel",
+ "String style" : "float: right; margin: 10px;",
+ "* prop" : "buttons[]"
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaInvestorCreate= function() {}
+Roo.apply(Pman.Dialog.CobaInvestorCreate.prototype, {
+
+ _strings : {
+ 'c55bb3f1897a02f7c3be32fc933b0e0c' :"Create Investor",
+ '5a679c50cadfca1ff5cdbd31939af3fc' :"Generated password",
+ 'b60a6cfe4d8391ec9c29e11ab13216cd' :"Select Investment Advisor",
+ 'e5676ba19f12f141c9d199c36ee5fde6' :"please select the fund related to the investor",
+ 'c83804c010b690de6f340363e374b777' :"please enter the email of the investor",
+ '52c649c38236206862e79e77f735902d' :"Investment Advisor",
+ 'e09596c4d5ca0043bbe539924e37adf9' :"please enter the username of the investor",
+ 'ea4788705e6873b424c65e91c2846b19' :"Cancel",
+ 'ae9e6ac49d4f451b1ebf440619f595b5' :"please select the type of the investor",
+ 'f6039d44b29456b20f8f373155ae4973' :"Username",
+ '51eea3dc60ae3a0b1bb8188bc6337dc2' :"enter password",
+ 'c1098dd48f0fb20eeea79235055d02ca' :"Fund",
+ 'a1fa27779242b4902f7ae3bdd5c6d508' :"Type",
+ 'e0aa021e21dddbd6d8cecec71e9cf564' :"OK",
+ 'e456949630edb405fba2217ddeef7f3c' :"Primary contact email",
+ '27f4aa512a351222967865d05016314c' :"enter password again to confirm"
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ cls : 'enable-overflow',
+ title : _this._strings['c55bb3f1897a02f7c3be32fc933b0e0c'] /* Create Investor */,
+ listeners : {
+ render : function (_self)
+ {
+ _this._confirm_dialog = Pman.Dialog.CobaInvestorCreateConfirm;
+ },
+ show : function (_self)
+ {
+ Roo.get(document.body).mask('Loading');
+ new Pman.Request({
+ url : baseURL + '/Roo/Modx_accountmgmts' ,
+ method : 'GET',
+ params : {
+ },
+ success : function(res) {
+ if(res.data){
+ _this.fund_name.store.proxy.data = res;
+ }
+ new Pman.Request({
+ url : baseURL + '/Roo/core_person' ,
+ method : 'GET',
+ params : {
+ in_group_name : 'Adviser'
+ },
+ success : function(res) {
+ if(res.data){
+ _this.advisor.store.proxy.data = res;
+ }
+ Roo.get(document.body).unmask();
+ },
+ failure : function(res) {
+ Roo.get(document.body).unmask();
+ }
+ });
+ },
+ failure : function(res) {
+ Roo.get(document.body).unmask();
+ }
+ });
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ buttons : [
+ {
+ xtype : 'Button',
+ html : _this._strings['e0aa021e21dddbd6d8cecec71e9cf564'] /* OK */,
+ style : 'float: right; margin: 10px; width:70px;',
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(!_this.form.isValid()){
+ Roo.bootstrap.MessageBox.alert('Error','Invalid Input');
+ return;
+ }
+
+ if(_this.check_set_pw_true.getValue() == '0'){
+ _this.password.setValue('');
+ }
+ else{
+ if(_this.check_gen_pw_true.getValue() == '0'){
+ _this.password.setValue(_this.pw_reenter.getValue());
+ }
+ else {
+ _this.password.setValue(_this.pw_gen.getValue());
+ }
+ }
+
+ _this.form.doAction('submit');
+ _this.submit_button.disable();
+ _this.submit_button.setText('sending...');
+ },
+ render : function (_self)
+ {
+ _this.submit_button = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['ea4788705e6873b424c65e91c2846b19'] /* Cancel */,
+ style : 'float: right; margin: 10px;',
+ weight : 'danger',
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.dialog.hide();
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ],
+ items : [
+ {
+ xtype : 'Form',
+ method : 'POST',
+ url : baseURL+'/Roo/Modx_users',
+ listeners : {
+ actioncomplete : function (_self, action) {
+
+ if (action.type == 'setdata') {
+ _this.check_set_pw_true.setValue('0');
+ //this.url = baseURL+'/Roo/Modx_accountmgmts'
+ //this.doAction('load', { method: 'GET', params: action.data });
+ return;
+ }
+ if (action.type == 'load') {
+ return;
+ }
+ if (action.type =='submit') {
+ Roo.log('test submit');
+
+ if (_this.callback) {
+ _this.callback.call(_this, action.result);
+ }
+
+
+
+ _this.submit_button.enable();
+ _this.submit_button.setText('OK');
+ _this.dialog.hide();
+ if(_this._confirm_dialog) {
+ _this._confirm_dialog.show({'investor_id':action.result.data.id, 'account_type': _this.investor_type.getValue()});
+ }
+
+ _this.form.reset();
+ return;
+ }
+
+ },
+ actionfailed : function (_self, action)
+ {
+ _this.submit_button.enable();
+ _this.submit_button.setText('OK');
+ Roo.log('action call: '+action);
+ Roo.log("action failed");
+ Roo.log("action type:"+action.failureType);
+
+
+ if(action.result.errorMsg.length >= 200) {
+ Roo.bootstrap.MessageBox.alert("Error", action.result.errorMsg.substring(0,199) + '...');
+
+ } else {
+ Roo.bootstrap.MessageBox.alert("Error", action.result.errorMsg);
+ }
+ },
+ render : function (_self,e)
+ {
+ _this.form = _self;
+
+ },
+ show : function (_self)
+ {
+ //if(_this.fund_name) {
+ // _this.fund_name.store.load({});
+ //}
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'ComboBox',
+ allowBlank : false,
+ displayField : 'value',
+ editable : false,
+ fieldLabel : _this._strings['a1fa27779242b4902f7ae3bdd5c6d508'] /* Type */,
+ labelAlign : 'top',
+ name : 'type',
+ placeholder : _this._strings['ae9e6ac49d4f451b1ebf440619f595b5'] /* please select the type of the investor */,
+ triggerAction : 'all',
+ listeners : {
+ render : function (_self)
+ {
+ _this.investor_type = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ store : {
+ xtype : 'SimpleStore',
+ data : [
+ ['individual', 'Individual'],
+ ['corporate', 'Corporate'],
+ ['joint', 'Joint']
+ ],
+ fields : [ 'code', 'value' ],
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ }
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'ComboBox',
+ allowBlank : false,
+ alwaysQuery : false,
+ displayField : 'name',
+ editable : false,
+ fieldLabel : _this._strings['c1098dd48f0fb20eeea79235055d02ca'] /* Fund */,
+ labelAlign : 'top',
+ name : 'fund_name',
+ placeholder : _this._strings['e5676ba19f12f141c9d199c36ee5fde6'] /* please select the fund related to the investor */,
+ tpl : '<div class=\"roo-select2-result\"><b>{name}</b></div>',
+ triggerAction : 'all',
+ listeners : {
+ render : function (_self)
+ {
+ _this.fund_name = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ store : {
+ xtype : 'Store',
+ remoteSort : false,
+ sortInfo : {field:"name",direction:"ASC"},
+ listeners : {
+ beforeload : function (_self, options)
+ {
+
+ }
+ },
+ xns : Roo.data,
+ '|xns' : 'Roo.data',
+ proxy : {
+ xtype : 'MemoryProxy',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ },
+ reader : {
+ xtype : 'JsonReader',
+ fields : [{'name':'name','type':'string'},{'name':'id',type:'string'}],
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ }
+ }
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'ComboBox',
+ allowBlank : false,
+ alwaysQuery : false,
+ displayField : 'name',
+ editable : false,
+ fieldLabel : _this._strings['52c649c38236206862e79e77f735902d'] /* Investment Advisor */,
+ forceSelection : true,
+ hiddenName : 'investment_advisor_id',
+ indicatorpos : 'right',
+ labelAlign : 'top',
+ minChars : 2,
+ name : 'investment_advisor_id_name',
+ placeholder : _this._strings['b60a6cfe4d8391ec9c29e11ab13216cd'] /* Select Investment Advisor */,
+ queryParam : 'query[name]',
+ tpl : '<div class=\"roo-select2-result\"><b>{name}</b></div>',
+ triggerAction : 'all',
+ typeAhead : true,
+ valueField : 'id',
+ listeners : {
+ render : function (_self)
+ {
+ _this.advisor = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ store : {
+ xtype : 'Store',
+ remoteSort : false,
+ sortInfo : {field:"name",direction:"ASC"},
+ listeners : {
+ beforeload : function (_self, o)
+ {
+
+ }
+ },
+ xns : Roo.data,
+ '|xns' : 'Roo.data',
+ proxy : {
+ xtype : 'MemoryProxy',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ },
+ reader : {
+ xtype : 'JsonReader',
+ fields : [
+ {
+ 'name': 'id',
+ 'type': 'int'
+ },
+ {
+ 'name': 'name',
+ 'type': 'string'
+ }
+ ],
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ }
+ }
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ allowBlank : false,
+ fieldLabel : _this._strings['e456949630edb405fba2217ddeef7f3c'] /* Primary contact email */,
+ labelAlign : 'top',
+ name : 'email',
+ placeholder : _this._strings['c83804c010b690de6f340363e374b777'] /* please enter the email of the investor */,
+ style : 'width: inherit;',
+ listeners : {
+ keyup : function (_self, e)
+ {
+ // console.debug('text box value: ' + _this.form.findField('email').getValue());
+ var email = _this.form.findField('email').getValue();
+ if(email.length>0) {
+ var res = email.split('@');
+ if(res.length>0) {
+ _this.form.findField('username').setValue(res[0]);
+ } else {
+ _this.form.findField('username').setValue(email);
+ }
+ }
+ },
+ render : function (_self)
+ {
+ _this.email = this;
+ },
+ valid : function (_self)
+ {
+ var re = /^(([^<>()\[\]\.,;:\s@\"]+(\.[^<>()\[\]\.,;:\s@\"]+)*)|(\".+\"))@(([^<>()[\]\.,;:\s@\"]+\.)+[^<>()[\]\.,;:\s@\"]{2,})$/;
+ if (!re.test(_this.email.getValue())){
+ _this.email.markInvalid('testing');
+ }
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ allowBlank : false,
+ fieldLabel : _this._strings['f6039d44b29456b20f8f373155ae4973'] /* Username */,
+ labelAlign : 'top',
+ name : 'username',
+ placeholder : _this._strings['e09596c4d5ca0043bbe539924e37adf9'] /* please enter the username of the investor */,
+ style : 'width: inherit;',
+ listeners : {
+ render : function (_self)
+ {
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 6,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Radio',
+ boxLabel : 'No password',
+ inputValue : 0,
+ name : 'check_set_pw',
+ style : 'float: left; width: 200px;',
+ valueOff : 0,
+ listeners : {
+ check : function (_self, checked)
+ {
+
+ if (checked){
+
+
+ _this.check_gen_pw_row.el.hide('TRUE');
+ _this.pw_enter_row.el.hide('TRUE');
+ _this.pw_gen_row.el.hide('TRUE');
+
+ _this.pw_gen.setValue('');
+ _this.pw_enter.setValue('please enter your password');
+ _this.pw_reenter.setValue('please enter your password');
+ //_this.check_gen_pw_true.setValue('0');
+ }
+
+
+ },
+ render : function (_self)
+ {
+ _this.check_set_pw_false = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ },
+ {
+ xtype : 'Column',
+ xs : 6,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Radio',
+ boxLabel : 'Set password',
+ inputValue : 1,
+ name : 'check_set_pw',
+ valueOff : 0,
+ listeners : {
+ check : function (_self, checked)
+ {
+ if (checked){
+ Roo.log('return check_set_pw_true: '+checked);
+ _this.check_gen_pw_row.el.show('TRUE');
+ _this.pw_enter_row.el.hide('TURE');
+ _this.check_gen_pw_true.setValue('1');
+ _this.pw_enter.setValue('please enter your password');
+ _this.pw_reenter.setValue('please enter your password');
+
+ }
+ },
+ render : function (_self)
+ {
+ _this.check_set_pw_true = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ listeners : {
+ render : function (_self)
+ {
+ _this.check_gen_pw_row = this;
+ this.el.setVisibilityMode(Roo.Element.DISPLAY);
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 6,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Radio',
+ boxLabel : 'Enter Password',
+ inputValue : 0,
+ name : 'check_gen_pw',
+ style : 'float: left; width: 200px;',
+ listeners : {
+ check : function (_self, checked)
+ {
+
+ _this.pw_gen_row.el.hide('TRUE');
+ _this.pw_gen.setValue('');
+
+ _this.pw_enter_row.el.show('TRUE');
+ _this.pw_enter.setValue('');
+ _this.pw_reenter.setValue('');
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ },
+ {
+ xtype : 'Column',
+ xs : 6,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Radio',
+ boxLabel : 'Generate password',
+ inputValue : 1,
+ name : 'check_gen_pw',
+ listeners : {
+ check : function (_self, checked)
+ {
+
+ _this.pw_gen_row.el.show('TRUE');
+ var randomPw = Math.random().toString(36).slice(-8);
+ _this.pw_gen.setValue(randomPw);
+
+ _this.pw_enter_row.el.hide('TRUE');
+
+ _this.pw_enter.setValue('please enter your password');
+ _this.pw_reenter.setValue('please enter your password');
+
+
+ },
+ render : function (_self)
+ {
+ _this.check_gen_pw_true = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ listeners : {
+ render : function (_self)
+ {
+ _this.pw_enter_row = this;
+ this.el.setVisibilityMode(Roo.Element.DISPLAY);
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ allowBlank : false,
+ inputType : 'password',
+ labelAlign : 'top',
+ name : 'pw_enter',
+ placeholder : _this._strings['51eea3dc60ae3a0b1bb8188bc6337dc2'] /* enter password */,
+ listeners : {
+ change : function (_self, newValue, oldValue)
+ {
+ _this.pw_reenter.markInvalid('unmatch2');
+ },
+ render : function (_self)
+ {
+ _this.pw_enter = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Input',
+ allowBlank : false,
+ inputType : 'password',
+ labelAlign : 'top',
+ name : 'pw_reenter',
+ placeholder : _this._strings['27f4aa512a351222967865d05016314c'] /* enter password again to confirm */,
+ listeners : {
+ render : function (_self)
+ {
+ _this.pw_reenter = this;
+ },
+ valid : function (_self)
+ {
+
+ if (_this.pw_enter.getValue() != _this.pw_reenter.getValue()){
+
+ _this.pw_reenter.markInvalid('unmatch2');
+
+ }
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ listeners : {
+ render : function (_self)
+ {
+ _this.pw_gen_row = this;
+ this.el.setVisibilityMode(Roo.Element.DISPLAY);
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ allowBlank : true,
+ fieldLabel : _this._strings['5a679c50cadfca1ff5cdbd31939af3fc'] /* Generated password */,
+ labelAlign : 'top',
+ name : 'pw_gen',
+ listeners : {
+ render : function (_self)
+ {
+ _this.pw_gen = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'new_password',
+ listeners : {
+ render : function (_self)
+ {
+ _this.password = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ } );
+ }
+});
+Roo.apply(Pman.Dialog.CobaInvestorCreate, Pman.Dialog.CobaInvestorCreate.prototype);
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaInvestorCreateConfirm",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/khlau/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaInvestorCreateConfirm.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "230a38ecd64762d2d7dac46233a7b148" : "Investor has been Created",
+ "8d9fd121bd6d00163322d9902fe5ce98" : "Create another",
+ "62e680151024df75579daae4662e0724" : "Start entering Accreditation",
+ "f92965e2c8a7afb3c1b9a5c09a263636" : "Done"
+ },
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.modal = _self;\n}"
+ },
+ "xtype" : "Modal",
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "Investor has been Created",
+ "String style" : "align-items: center;",
+ "items" : [
+ {
+ "xtype" : "Container",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "width: inherit; margin:10px; text-align:center;",
+ "items" : [
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n Pman.Dialog.CobaInvestorCreate.show({});\n _this.dialog.hide();\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Create another",
+ "String style" : "width:300px;"
+ }
+ ]
+ },
+ {
+ "xtype" : "Container",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "width: inherit; margin:10px; text-align:center",
+ "items" : [
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.modal.el.mask('Sending'); \n var investor_id = _this.investor_id.getValue();\n var account_type = _this.account_type.getValue();\n new Pman.Request({\n url: baseURL + '/Coba/ModxSession',\n method: 'GET',\n params: {\n investor_id: investor_id,\n account_type: account_type\n },\n success: function(res) { // check successfull...\n if (res.success) { // error!\n window.onbeforeunload =null;\n window.onunload = function () {_this.modal.el.unmask()};\n if(res.data) {\n var win = window.open(res.data, '_self'); \n }\n }\n },\n failure : function(res)\n {\n _this.modal.el.unmask(); \n Roo.bootstrap.MessageBox.alert(\"Error\", res.errorMsg);\n }\n });\n}\n\n\n"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Start entering Accreditation",
+ "String style" : "width:300px;"
+ },
+ {
+ "listeners" : {
+ "actioncomplete" : "function (_self, action)\n{\n if (action.type == 'setdata') {\n if(action.data)\n {\n _this.investor_id.setValue(action.data.investor_id);\n _this.account_type.setValue(action.data.account_type.toLowerCase());\n }\n return;\n }\n}",
+ "render" : "function (_self)\n{\n _this.form = _self;\n}"
+ },
+ "xtype" : "Form",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.investor_id = _self;\n}"
+ },
+ "String name" : "investor_id",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n_this.account_type = _self;\n}"
+ },
+ "String name" : "account_type",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.dialog.hide();\n Pman.Dialog.CobaInvestorCreate.dialog.hide(); \n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "float: right; margin:10px; width:150px",
+ "String html" : "Done",
+ "* prop" : "buttons[]"
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaInvestorCreateConfirm= function() {}
+Roo.apply(Pman.Dialog.CobaInvestorCreateConfirm.prototype, {
+
+ _strings : {
+ '230a38ecd64762d2d7dac46233a7b148' :"Investor has been Created",
+ '8d9fd121bd6d00163322d9902fe5ce98' :"Create another",
+ '62e680151024df75579daae4662e0724' :"Start entering Accreditation",
+ 'f92965e2c8a7afb3c1b9a5c09a263636' :"Done"
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ style : 'align-items: center;',
+ title : _this._strings['230a38ecd64762d2d7dac46233a7b148'] /* Investor has been Created */,
+ listeners : {
+ render : function (_self)
+ {
+ _this.modal = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ buttons : [
+ {
+ xtype : 'Button',
+ html : _this._strings['f92965e2c8a7afb3c1b9a5c09a263636'] /* Done */,
+ style : 'float: right; margin:10px; width:150px',
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.dialog.hide();
+ Pman.Dialog.CobaInvestorCreate.dialog.hide();
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ],
+ items : [
+ {
+ xtype : 'Container',
+ style : 'width: inherit; margin:10px; text-align:center;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Button',
+ html : _this._strings['8d9fd121bd6d00163322d9902fe5ce98'] /* Create another */,
+ style : 'width:300px;',
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ Pman.Dialog.CobaInvestorCreate.show({});
+ _this.dialog.hide();
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ },
+ {
+ xtype : 'Container',
+ style : 'width: inherit; margin:10px; text-align:center',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Button',
+ html : _this._strings['62e680151024df75579daae4662e0724'] /* Start entering Accreditation */,
+ style : 'width:300px;',
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.modal.el.mask('Sending');
+ var investor_id = _this.investor_id.getValue();
+ var account_type = _this.account_type.getValue();
+ new Pman.Request({
+ url: baseURL + '/Coba/ModxSession',
+ method: 'GET',
+ params: {
+ investor_id: investor_id,
+ account_type: account_type
+ },
+ success: function(res) { // check successfull...
+ if (res.success) { // error!
+ window.onbeforeunload =null;
+ window.onunload = function () {_this.modal.el.unmask()};
+ if(res.data) {
+ var win = window.open(res.data, '_self');
+ }
+ }
+ },
+ failure : function(res)
+ {
+ _this.modal.el.unmask();
+ Roo.bootstrap.MessageBox.alert("Error", res.errorMsg);
+ }
+ });
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Form',
+ listeners : {
+ actioncomplete : function (_self, action)
+ {
+ if (action.type == 'setdata') {
+ if(action.data)
+ {
+ _this.investor_id.setValue(action.data.investor_id);
+ _this.account_type.setValue(action.data.account_type.toLowerCase());
+ }
+ return;
+ }
+ },
+ render : function (_self)
+ {
+ _this.form = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'investor_id',
+ listeners : {
+ render : function (_self)
+ {
+ _this.investor_id = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'account_type',
+ listeners : {
+ render : function (_self)
+ {
+ _this.account_type = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ } );
+ }
+});
+Roo.apply(Pman.Dialog.CobaInvestorCreateConfirm, Pman.Dialog.CobaInvestorCreateConfirm.prototype);
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaInvestorDocumentTitle",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/edward/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaInvestorDocumentTitle.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "cc50e67baddb78229bf62a269e95b3fe" : "Enter Document Title",
+ "e0aa021e21dddbd6d8cecec71e9cf564" : "OK",
+ "e647ea78eaa03bc9426685b054758bb9" : "Please enter the document title"
+ },
+ "items" : [
+ {
+ "listeners" : {
+ "show" : "function (_self)\n{\n this.setTitle(\"Enter Document Title For \" + _this.data.name)\n}"
+ },
+ "String cls" : "enable-overflow",
+ "Boolean animate" : false,
+ "Boolean allow_close" : false,
+ "xtype" : "Modal",
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "Enter Document Title",
+ "items" : [
+ {
+ "listeners" : {
+ "actioncomplete" : "function (_self, action)\n{\n if(action.type == 'setdata'){\n return;\n }\n\n if (action.type =='submit') {\n return;\n }\n\n}",
+ "render" : "function (_self)\n{\n _this.form = _self;\n}"
+ },
+ "$ url" : "baseURL + '/Roo/Invalid'",
+ "xtype" : "Form",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin:15px;",
+ "String method" : "POST",
+ "Boolean loadMask" : false,
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Boolean allowBlank" : false,
+ "String name" : "title",
+ "xtype" : "Input",
+ "string placeholder" : "Please enter the document title",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n if(!_this.form.isValid()){\n Roo.bootstrap.MessageBox.alert('Error', 'Please fill in all the require field');\n return;\n }\n \n _this.dialog.hide();\n \n if (_this.callback) {\n _this.callback.call(_this, _this.form.getValues());\n }\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "OK",
+ "* prop" : "buttons[]"
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaInvestorDocumentTitle= function() {}
+Roo.apply(Pman.Dialog.CobaInvestorDocumentTitle.prototype, {
+
+ _strings : {
+ 'cc50e67baddb78229bf62a269e95b3fe' :"Enter Document Title",
+ 'e0aa021e21dddbd6d8cecec71e9cf564' :"OK",
+ 'e647ea78eaa03bc9426685b054758bb9' :"Please enter the document title"
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ allow_close : false,
+ animate : false,
+ cls : 'enable-overflow',
+ title : _this._strings['cc50e67baddb78229bf62a269e95b3fe'] /* Enter Document Title */,
+ listeners : {
+ show : function (_self)
+ {
+ this.setTitle("Enter Document Title For " + _this.data.name)
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ buttons : [
+ {
+ xtype : 'Button',
+ html : _this._strings['e0aa021e21dddbd6d8cecec71e9cf564'] /* OK */,
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(!_this.form.isValid()){
+ Roo.bootstrap.MessageBox.alert('Error', 'Please fill in all the require field');
+ return;
+ }
+
+ _this.dialog.hide();
+
+ if (_this.callback) {
+ _this.callback.call(_this, _this.form.getValues());
+ }
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ],
+ items : [
+ {
+ xtype : 'Form',
+ loadMask : false,
+ method : 'POST',
+ style : 'margin:15px;',
+ url : baseURL + '/Roo/Invalid',
+ listeners : {
+ actioncomplete : function (_self, action)
+ {
+ if(action.type == 'setdata'){
+ return;
+ }
+
+ if (action.type =='submit') {
+ return;
+ }
+
+ },
+ render : function (_self)
+ {
+ _this.form = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ allowBlank : false,
+ name : 'title',
+ placeholder : _this._strings['e647ea78eaa03bc9426685b054758bb9'] /* Please enter the document title */,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ } );
+ }
+});
+Roo.apply(Pman.Dialog.CobaInvestorDocumentTitle, Pman.Dialog.CobaInvestorDocumentTitle.prototype);
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaInvestorImport",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/edward/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaInvestorImport.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "1aa14e9f377b528b5537d70fbd35c6a2" : "Select File",
+ "ea4788705e6873b424c65e91c2846b19" : "Cancel",
+ "913ddd7613d305b4879b376adf3f798c" : "Import Investor",
+ "e0aa021e21dddbd6d8cecec71e9cf564" : "OK"
+ },
+ "items" : [
+ {
+ "listeners" : {
+ "show" : "function (_self)\n{\n _this.submit_button.enable();\n _this.submit_button.setText('OK');\n}"
+ },
+ "String cls" : "enable-overflow",
+ "xtype" : "Modal",
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "Import Investor",
+ "items" : [
+ {
+ "listeners" : {
+ "actionfailed" : "function (_self, action)\n{\n _this.submit_button.enable();\n _this.submit_button.setText('OK');\n Roo.log('action call: ');\n Roo.log(action);\n Roo.log(\"action failed\");\n Roo.log(\"action type:\"+action.failureType);\n \n switch(action.failureType) {\n case Roo.form.Action.SERVER_INVALID: \n if(action.result.errorMsg==\"duplicate\") {\n Roo.bootstrap.MessageBox.confirm(\n \"Duplicate Entries where found, do you wish to import anyway\", \n action.result.errors.toString(), \n function(res) {\n if(res == 'no') {\n return;\n }\n _this.form.findField('import_duplicate').setValue('1'); \n _this.form.doAction('submit');\n _this.submit_button.disable();\n _this.submit_button.setText('sending...');\n }\n );\n \n } else {\n Roo.bootstrap.MessageBox.alert(\"Server Error\", action.result.errors.toString());\n }\n break;\n case Roo.form.Action.CLIENT_INVALID: //for validation\n Roo.bootstrap.MessageBox.alert(\"Client Error\", action.result.errorMsg);\n break;\n case Roo.form.Action.CONNECT_FAILURE:\n Roo.bootstrap.MessageBox.alert(\"Connect Error\", action.result.errorMsg);\n break;\n default: \n Roo.bootstrap.MessageBox.alert(\"Error\", action.result.errorMsg);\n break; \n }\n}",
+ "actioncomplete" : "function (_self, action)\n{\n if(action.type == 'setdata'){\n _self.reset(); \n if(_this.data.id * 1 > 0) {\n// _this.onid.setValue(_this.data.id);\n// _this.ontable.setValue('coba_declarations');\n } \n return;\n }\n \n if (action.type == 'submit') { // only submitted here if we are \n _this.dialog.hide();\n if (_this.callback) {\n _this.callback.call(_this, action.result);\n }\n \n _this.submit_button.enable();\n _this.submit_button.setText('OK');\n return;\n }\n}",
+ "render" : "function (_self)\n{\n _this.form = _self;\n}"
+ },
+ "$ url" : "baseURL + '/Coba/Import/Investors'",
+ "xtype" : "Form",
+ "Boolean fileUpload" : true,
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin:15px;",
+ "String method" : "POST",
+ "items" : [
+ {
+ "String cls" : "col-md-12",
+ "xtype" : "Container",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Boolean allowBlank" : false,
+ "String name" : "imageUpload",
+ "xtype" : "Input",
+ "string fieldLabel" : "Select File",
+ "String labelAlign" : "top",
+ "String inputType" : "file",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "String name" : "post_max_filesize",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap",
+ "String vtype" : "32M"
+ },
+ {
+ "String name" : "upload_max_filesize",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap",
+ "String vtype" : "32M"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.import_duplicate = _self;\n}"
+ },
+ "String name" : "import_duplicate",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.dialog.hide({});\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "float: right; margin: 10px; width: 70px;",
+ "String html" : "Cancel",
+ "* prop" : "buttons[]"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.submit_button = _self;\n}",
+ "click" : "function (_self, e)\n{\n if(!_this.form.isValid()){\n Roo.bootstrap.MessageBox.alert('Error', 'Please Correct all the errors in red');\n return;\n }\n _this.form.findField('import_duplicate').setValue(''); \n _this.form.doAction('submit');\n _this.submit_button.disable();\n _this.submit_button.setText('sending...');\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "float: right; margin: 10px; width: 70px;",
+ "String html" : "OK",
+ "* prop" : "buttons[]"
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaInvestorImport= function() {}
+Roo.apply(Pman.Dialog.CobaInvestorImport.prototype, {
+
+ _strings : {
+ '1aa14e9f377b528b5537d70fbd35c6a2' :"Select File",
+ 'ea4788705e6873b424c65e91c2846b19' :"Cancel",
+ '913ddd7613d305b4879b376adf3f798c' :"Import Investor",
+ 'e0aa021e21dddbd6d8cecec71e9cf564' :"OK"
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ cls : 'enable-overflow',
+ title : _this._strings['913ddd7613d305b4879b376adf3f798c'] /* Import Investor */,
+ listeners : {
+ show : function (_self)
+ {
+ _this.submit_button.enable();
+ _this.submit_button.setText('OK');
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ buttons : [
+ {
+ xtype : 'Button',
+ html : _this._strings['ea4788705e6873b424c65e91c2846b19'] /* Cancel */,
+ style : 'float: right; margin: 10px; width: 70px;',
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.dialog.hide({});
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['e0aa021e21dddbd6d8cecec71e9cf564'] /* OK */,
+ style : 'float: right; margin: 10px; width: 70px;',
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(!_this.form.isValid()){
+ Roo.bootstrap.MessageBox.alert('Error', 'Please Correct all the errors in red');
+ return;
+ }
+ _this.form.findField('import_duplicate').setValue('');
+ _this.form.doAction('submit');
+ _this.submit_button.disable();
+ _this.submit_button.setText('sending...');
+ },
+ render : function (_self)
+ {
+ _this.submit_button = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ],
+ items : [
+ {
+ xtype : 'Form',
+ fileUpload : true,
+ method : 'POST',
+ style : 'margin:15px;',
+ url : baseURL + '/Coba/Import/Investors',
+ listeners : {
+ actioncomplete : function (_self, action)
+ {
+ if(action.type == 'setdata'){
+ _self.reset();
+ if(_this.data.id * 1 > 0) {
+ // _this.onid.setValue(_this.data.id);
+ // _this.ontable.setValue('coba_declarations');
+ }
+ return;
+ }
+
+ if (action.type == 'submit') { // only submitted here if we are
+ _this.dialog.hide();
+ if (_this.callback) {
+ _this.callback.call(_this, action.result);
+ }
+
+ _this.submit_button.enable();
+ _this.submit_button.setText('OK');
+ return;
+ }
+ },
+ actionfailed : function (_self, action)
+ {
+ _this.submit_button.enable();
+ _this.submit_button.setText('OK');
+ Roo.log('action call: ');
+ Roo.log(action);
+ Roo.log("action failed");
+ Roo.log("action type:"+action.failureType);
+
+ switch(action.failureType) {
+ case Roo.form.Action.SERVER_INVALID:
+ if(action.result.errorMsg=="duplicate") {
+ Roo.bootstrap.MessageBox.confirm(
+ "Duplicate Entries where found, do you wish to import anyway",
+ action.result.errors.toString(),
+ function(res) {
+ if(res == 'no') {
+ return;
+ }
+ _this.form.findField('import_duplicate').setValue('1');
+ _this.form.doAction('submit');
+ _this.submit_button.disable();
+ _this.submit_button.setText('sending...');
+ }
+ );
+
+ } else {
+ Roo.bootstrap.MessageBox.alert("Server Error", action.result.errors.toString());
+ }
+ break;
+ case Roo.form.Action.CLIENT_INVALID: //for validation
+ Roo.bootstrap.MessageBox.alert("Client Error", action.result.errorMsg);
+ break;
+ case Roo.form.Action.CONNECT_FAILURE:
+ Roo.bootstrap.MessageBox.alert("Connect Error", action.result.errorMsg);
+ break;
+ default:
+ Roo.bootstrap.MessageBox.alert("Error", action.result.errorMsg);
+ break;
+ }
+ },
+ render : function (_self)
+ {
+ _this.form = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Container',
+ cls : 'col-md-12',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ allowBlank : false,
+ fieldLabel : _this._strings['1aa14e9f377b528b5537d70fbd35c6a2'] /* Select File */,
+ inputType : 'file',
+ labelAlign : 'top',
+ name : 'imageUpload',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'post_max_filesize',
+ vtype : '32M',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'upload_max_filesize',
+ vtype : '32M',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'import_duplicate',
+ listeners : {
+ render : function (_self)
+ {
+ _this.import_duplicate = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ } );
+ }
+});
+Roo.apply(Pman.Dialog.CobaInvestorImport, Pman.Dialog.CobaInvestorImport.prototype);
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaInvestorModify",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/johns/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaInvestorModify.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "44749712dbec183e983dcd78a7736c41" : "Date",
+ "4e97aeeaa8b15ca1180fcd1f3ac478d1" : "When",
+ "e1d496d505f34ae1866fc7ad0e59e7ac" : "Compliance Review",
+ "f28128b38efbc6134dc40751ee21fd29" : "Documents",
+ "d41d8cd98f00b204e9800998ecf8427e" : "",
+ "3e4901127828df59e44a55af7659e508" : "<i class=\"fa fa-times-circle\"></i> not complete",
+ "457dd55184faedb7885afd4009d70163" : "Review",
+ "231bc72756b5e6de492aaaa1577f61b1" : "Remarks",
+ "b80bb7740288fda1f201890375a60c8f" : "id",
+ "09677be3a36334e7fcad710832364b77" : "Add a Note",
+ "418c5509e2171d55b0aee5c2ea4442b5" : "action",
+ "31e41095bfaa14799239e8d9ba7ad438" : "Application Details",
+ "13348442cc6a27032d2b4aa28b75a5d3" : "Search",
+ "93b6fe26d96a3a9812a34cb6ba9b3567" : "Historical Notes",
+ "5cfee765454e9ab499d547c20476f696" : "Change Advisor",
+ "1eb39f9b4c58313ca684e44d590b1d82" : "Lexis Nexis",
+ "2b16564e6e838ce86608620b70beb570" : "Activity Log",
+ "3e4696aa5313272da1baa6497c82a9b5" : "Notes about User",
+ "4b1b4dc8cf38b3c64b1d657da8f5ac8c" : "Report",
+ "0945359809dad1fbf3dea1c95a0da951" : "Document",
+ "b46df2f1d2e702b38d83cc22954263c6" : "Un-submit",
+ "f018a137eb54d99d29a9b41fb6b061b5" : "Add Note",
+ "269d037052d86346356a8077aee32baf" : "View Reason",
+ "0e883c2b722f8a57275b249bef7c94db" : "Lexis Nexis Search",
+ "4ee972120bcda675f75222c87cb9d356" : "Who",
+ "292659c2de7f3de1a9ab2abfef6839a4" : "Uploaded Documents",
+ "801ab24683a4a8c433c6eb40c48bcd9d" : "Download",
+ "405e3e5c89b4b29dcb052614626788bb" : "View / Status",
+ "cce99c598cfdb9773ab041d54c3d973a" : "Profile",
+ "3b878279a04dc47d60932cb294d96259" : "Overview",
+ "8f2ec0b04f61587a0e83068e5ef842bd" : "<i class=\"fa fa-times-circle\" aria-hidden=\"true\"></i> not complete",
+ "a14739916eebbb7689b495e07b15fe2a" : "Edit Accreditation",
+ "66e77e7bfdc713de218e85cf6655b9d1" : "Modify / View Investor",
+ "f4c6f851b00d5518bf888815de279aba" : "Notes",
+ "e3a96404a82d284db5e77ec5a0d9d6cb" : "Change User's Password",
+ "d3d2e617335f08df83599665eef8a418" : "Close"
+ },
+ "items" : [
+ {
+ "listeners" : {
+ "show" : "function (_self)\n{\n _this.dialog.items[0].getRegion('center').showPanel(0); \n \n new Pman.Request({\n url: baseURL + '/Roo/Core_group.php',\n method : 'GET',\n params : {\n _count_member_by_name : 'Compliance Officers'\n }, \n success : function(res) {\n\n if(res.data * 1 > 0){\n return;\n }\n \n Roo.bootstrap.MessageBox.alert('Warning', \"There is no any memeber in 'Compliance Officers' group\");\n \n }\n });\n}",
+ "hide" : "function (_self)\n{\n if (_this.callback) {\n _this.callback.call(_self, _this.data);\n } \n}"
+ },
+ "xtype" : "Modal",
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "Modify / View Investor",
+ "bool fitwindow" : true,
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.layout = _self;\n}"
+ },
+ "xtype" : "Border",
+ "$ xns" : "Roo.bootstrap.layout",
+ "items" : [
+ {
+ "String tabPosition" : "top",
+ "xtype" : "Region",
+ "$ xns" : "Roo.bootstrap.layout",
+ "Boolean alwaysShowTabs" : true,
+ "* prop" : "center"
+ },
+ {
+ "Boolean fitContainer" : true,
+ "xtype" : "Nest",
+ "Boolean fitToFrame" : true,
+ "$ xns" : "Roo.bootstrap.panel",
+ "String region" : "center",
+ "String title" : "Overview",
+ "Boolean autoScroll" : false,
+ "items" : [
+ {
+ "xtype" : "Border",
+ "$ xns" : "Roo.bootstrap.layout",
+ "* prop" : "layout",
+ "items" : [
+ {
+ "xtype" : "Region",
+ "Boolean hideTabs" : true,
+ "Number height" : 280,
+ "$ xns" : "Roo.bootstrap.layout",
+ "* prop" : "north",
+ "Boolean split" : true
+ },
+ {
+ "xtype" : "Region",
+ "Boolean hideTabs" : true,
+ "$ xns" : "Roo.bootstrap.layout",
+ "* prop" : "center"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.overview_tab = _self;\n}"
+ },
+ "Boolean fitContainer" : true,
+ "xtype" : "Content",
+ "Boolean fitToFrame" : true,
+ "$ xns" : "Roo.bootstrap.panel",
+ "String region" : "north",
+ "String title" : "Overview",
+ "Boolean autoScroll" : true,
+ "items" : [
+ {
+ "listeners" : {
+ "actioncomplete" : "function (_self, action)\n{\n if(action.type == 'setdata'){\n\n _this.form.reset();\n\n if(_this.data.id * 1 > 0) {\n \n _this.form.reloadData();\n \n }\n \n return;\n }\n \n if(action.type == 'load') {\n \n _this.data = action.result.data;\n \n _this.dialog.el.unmask();\n \n _this.dialog.setTitle('Manage Investor - ' + String.format('{0}', _this.data.full_name));\n \n _this.profile_indicator.update();\n \n _this.documents_indicator.update();\n \n _this.lexis_nexis_indicator.update();\n \n _this.compliance_indicator.update();\n \n _this.account_type_notice.update();\n \n _this.fund_name_notice.update();\n \n _this.advisor_notice.update();\n \n _this.lexis_nexis_panel.update();\n \n _this.reportGrid.store.load({});\n\n return;\n }\n \n if(action.type == 'submit') {\n\n return;\n }\n}",
+ "render" : "function (_self)\n{\n _this.form = _self; \n}"
+ },
+ "$ url" : "baseURL + '/Roo/Ext_data'",
+ "xtype" : "Form",
+ "| function reloadData" : "function() \n{\n _this.dialog.el.mask('Loading...');\n \n _this.form.doAction('load', { method: 'GET', params: { \n '_id' : _this.data.id, \n _with_status : 1, \n _with_lexis_nexis : 1,\n _with_compliance_status : 1\n }});\n}",
+ "$ xns" : "Roo.bootstrap",
+ "Boolean loadMask" : false,
+ "items" : [
+ {
+ "xtype" : "Container",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin-top:5px;",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin-top: 10px; margin-bottom: 10px;",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.account_type_notice = this;\n}"
+ },
+ "String cls" : "text-center",
+ "| function update" : "function() \n{ \n this.el.dom.innerHTML = String.format('<b>Type:</b> {0}', _this.data.account_type);\n}",
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "Number sm" : 4
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.fund_name_notice = this;\n}"
+ },
+ "String cls" : "text-center",
+ "| function update" : "function() \n{ \n this.el.dom.innerHTML = String.format('<b>Fund Name:</b> {0}', _this.data.fund_name);\n}",
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "Number sm" : 4
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.advisor_notice = this;\n}"
+ },
+ "String cls" : "text-center",
+ "| function update" : "function() \n{ \n this.el.dom.innerHTML = String.format('<b>Advisor:</b> {0}', _this.data.investment_advisor_id_name);\n}",
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "Number sm" : 4
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.profile_indicator = this;\n}"
+ },
+ "| function update" : "function() \n{ \n var icon = 'fa-times-circle';\n var msg = 'Not Submitted';\n var color = '#941B0C';\n \n _this.unSubmitBtn.el.hide();\n \n if(_this.data.is_submit * 1) {\n \n icon = 'fa-check';\n msg = 'Submitted';\n color = 'green';\n \n _this.unSubmitBtn.el.show();\n }\n \n _this.profile_icon.el.setStyle('color', color);\n \n _this.profile_message.el.dom.innerHTML = String.format('<i style=\"color:{0}\" class=\"fa {1}\"></i> {2}', color, icon, msg);\n \n}",
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "text-align:center",
+ "Number sm" : 3,
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.profile_icon = this;\n}"
+ },
+ "String cls" : "fa-5x",
+ "string fa" : "user",
+ "xtype" : "Container",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Profile"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.profile_message = this;\n \n}"
+ },
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "<i class=\"fa fa-times-circle\"></i> not complete"
+ },
+ {
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.unSubmitBtn = this;\n \n this.el.setVisibilityMode(Roo.Element.DISPLAY);\n \n this.el.hide();\n}",
+ "click" : "function (_self, e)\n{\n if(!_this.data.id* 1) {\n return;\n }\n\n Roo.bootstrap.MessageBox.confirm(\"Confirm\", \"Are sure you want to Un-submit?\", function (v){\n if (v != 'yes') {\n return;\n }\n\n new Pman.Request({\n url : baseURL + '/Roo/Ext_data',\n method: 'POST',\n mask : 'Loading',\n params : {\n id : _this.data.id* 1,\n is_submit: 0\n },\n success : function(res)\n {\n _this.form.reloadData();\n }\n });\n });\n \n}"
+ },
+ "String weight" : "info",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Un-submit",
+ "String style" : "margin-left: auto; margin-right: auto; margin-bottom: 10px; width: 150px; text-align: center;"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.documents_indicator = this;\n \n}"
+ },
+ "| function update" : "function() \n{ \n var icon = 'fa-times-circle';\n var msg = 'Not Complete';\n var color = '#941B0C';\n \n if(_this.data.is_missing_document * 1 == 0) {\n icon = 'fa-check';\n msg = 'Complete';\n color = 'green';\n }\n \n _this.check_document_icon.el.setStyle('color', color);\n \n _this.documents_message.el.dom.innerHTML = String.format('<i style=\"color:{0}\" class=\"fa {1}\"></i> {2}', color, icon, msg);\n}",
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "text-align:center",
+ "Number sm" : 3,
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.check_document_icon = _self;\n}"
+ },
+ "String cls" : "fa-5x",
+ "string fa" : "file-text",
+ "xtype" : "Container",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Documents"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.documents_message = this;\n \n}"
+ },
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "<i class=\"fa fa-times-circle\" aria-hidden=\"true\"></i> not complete"
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.lexis_nexis_indicator = this;\n}"
+ },
+ "| function update" : "function() \n{ \n var textIcon = '';\n var msg = 'Status : Search not done';\n var textColor = '#941B0C';\n var color = '#941B0C';\n \n if(_this.data.is_lexis_nexis_search_completed * 1 == 1) {\n msg = String.format('Status : {0} Matches Found', (_this.data.total_lexis_nexis * 1 > 0) ? _this.data.total_lexis_nexis: 'No');\n textColor = 'green';\n color = 'green';\n }\n \n if(_this.data.is_missing_document * 1 == 1) {\n textIcon = 'fa-times-circle';\n msg = 'Document Not Upload';\n textColor = '#941B0C';\n color = '#999';\n }\n \n if(_this.data.is_submit * 1 == 0) {\n textIcon = 'fa-times-circle';\n msg = 'Application Not complete';\n textColor = '#941B0C';\n color = '#999';\n }\n \n \n _this.lexis_nexis_icon.el.setStyle('color', color);\n \n _this.lexis_nexis_message.el.dom.innerHTML = String.format(\n '<span style=\"color:{0}\">{1}</span>', \n textColor, \n msg\n );\n \n if(textIcon.length){\n _this.lexis_nexis_message.el.dom.innerHTML = String.format(\n '<i style=\"color:{0}\" class=\"fa {1}\"></i> <span style=\"color:{0}\">{2}</span>', \n textColor, \n textIcon, \n msg\n );\n }\n \n _this.lexis_nexis_btn.disable();\n \n if(_this.data.is_submit * 1 == 1 && _this.data.is_missing_document * 1 == 0){\n _this.lexis_nexis_btn.enable();\n }\n \n}\n",
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "text-align:center",
+ "Number sm" : 3,
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.lexis_nexis_icon = this;\n}"
+ },
+ "String cls" : "fa-5x",
+ "string fa" : "search",
+ "xtype" : "Container",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Lexis Nexis"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.lexis_nexis_message = this;\n}"
+ },
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : " "
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.lexis_nexis_btn = this;\n}",
+ "click" : "function (_self, e)\n{\n if(_this.data.userdata_id * 1 < 1){\n return;\n }\n \n new Pman.Request({\n url: baseURL + '/Coba/LexisNexis/Search/' + _this.data.userdata_id,\n method: 'GET',\n mask: 'Processing...',\n success : function(res) {\n var total = res.data.total;\n \n var msg = 'No Matching Records where found';\n \n if(res.data.total * 1 > 0){\n msg = String.format('{0} Matching Records where found - please review them on the Lexis Nexis Tab.', res.data.total);\n }\n \n var m = new Roo.bootstrap.Modal({ \n html : msg, \n title:'Lexis Nexis Search Succeed', \n buttons : [\n {\n name : 'ok',\n html : 'OK',\n weight : 'primary'\n }\n ],\n listeners : { \n btnclick : function(name, e) { \n \n this.hide();\n \n _this.form.reloadData();\n \n if(res.data.total * 1 == 0){\n return;\n }\n \n _this.dialog.items[0].getRegion('center').showPanel(3); \n \n }\n }\n });\n \n m.show();\n \n }\n });\n \n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "Boolean disabled" : false,
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Lexis Nexis Search"
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.compliance_indicator = this;\n}"
+ },
+ "| function update" : "function() \n{\n var msg = 'Pending Approval';\n var textColor = '#337ab7';\n var color = '#337ab7';\n var icon = 'fa-user';\n \n var isComplianceOfficer = (Pman.Login.authUser.groups.indexOf('Compliance Officers') == -1) ? false : true;\n var isAdministrator = (Pman.Login.authUser.groups.indexOf('Administrators') == -1) ? false : true;\n \n _this.compliance_review_btn.el.hide();\n _this.compliance_view_reason_btn.el.hide();\n \n if(isComplianceOfficer){\n _this.compliance_review_btn.el.show();\n }\n \n switch (_this.data.compliance_status) {\n case 'APPROVED' : \n msg = String.format('Approved by {0}', _this.data.compliance_status_by);\n textColor = 'green';\n color = 'green';\n icon = 'fa-check';\n \n _this.compliance_review_btn.el.hide();\n _this.compliance_view_reason_btn.el.hide();\n \n break;\n case 'REJECTED' : \n msg = String.format('Reject by {0}', _this.data.compliance_status_by);\n textColor = '#941B0C';\n color = '#941B0C';\n icon = 'fa-times';\n \n _this.compliance_review_btn.el.hide();\n \n if(isComplianceOfficer || isAdministrator){\n _this.compliance_view_reason_btn.el.show();\n }\n \n break;\n default :\n break;\n }\n \n if(_this.data.is_lexis_nexis_view_completed * 1 == 0){\n msg = 'Nexis Lexis needs reviewing';\n color = '#999';\n textColor = '#941B0C';\n _this.compliance_review_btn.el.hide();\n _this.compliance_view_reason_btn.el.hide();\n }\n \n if(_this.data.is_lexis_nexis_search_completed * 1 == 0) {\n msg = 'Nexis Lexis not run';\n color = '#999';\n textColor = '#941B0C';\n _this.compliance_review_btn.el.hide();\n _this.compliance_view_reason_btn.el.hide();\n }\n \n _this.compliance_icon.el.setStyle('color', color);\n \n _this.compliance_icon.el.select('i', true).first().removeClass(['fa-user', 'fa-check']).addClass(icon);\n \n _this.compliance_message.el.dom.innerHTML = String.format('<span style=\"color:{0}\">{1}</span>', textColor, msg);\n \n}",
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "text-align:center",
+ "Number sm" : 3,
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.compliance_icon = this;\n}"
+ },
+ "String cls" : "fa-5x",
+ "string fa" : "user",
+ "xtype" : "Container",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Compliance Review"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.compliance_message = this;\n \n}"
+ },
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : ""
+ },
+ {
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.compliance_review_btn = this;\n \n this.el.setVisibilityMode(Roo.Element.DISPLAY);\n \n this.el.hide();\n}",
+ "click" : "function (_self, e)\n{\n if(_this.data.id * 1 < 1) {\n return;\n }\n \n Pman.Dialog.CobaInvestorComplianceReview.show({\n id : _this.data.id,\n userdata_id : _this.data.userdata_id\n }, function(){\n _this.form.reloadData();\n });\n \n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Review",
+ "String style" : "width: 150px; text-align: center;"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.compliance_view_reason_btn = this;\n \n this.el.setVisibilityMode(Roo.Element.DISPLAY);\n \n this.el.hide();\n}",
+ "click" : "function (_self, e)\n{\n if(!_this.data.compliance_coba_investor_notes || _this.data.compliance_coba_investor_notes.id * 1 < 1) {\n return;\n }\n \n Roo.bootstrap.MessageBox.alert('Reason', _this.data.compliance_coba_investor_notes.notes);\n \n}"
+ },
+ "String weight" : "danger",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "View Reason",
+ "String style" : "width: 150px; text-align: center;"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "String name" : "id",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "Boolean fitContainer" : true,
+ "xtype" : "Grid",
+ "Boolean fitToFrame" : true,
+ "String region" : "center",
+ "$ xns" : "Roo.bootstrap.panel",
+ "Boolean autoScroll" : true,
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.reportGrid = this;\n}"
+ },
+ "Boolean footerShow" : false,
+ "xtype" : "Table",
+ "$ xns" : "Roo.bootstrap",
+ "* prop" : "grid",
+ "items" : [
+ {
+ "$ Array data" : " [[ \"Client Summary Report\", \"ClientSummary\" ],\n [ \"Compliance Report\", \"ComplianceReport\" ],\n [ \"Investor Risk Profile\", \"InvestorRiskProfile\" ]\n ]",
+ "boolean isLocal" : true,
+ "$ Array fields" : "[ 'name', 'url' ]",
+ "xtype" : "SimpleStore",
+ "$ xns" : "Roo.data",
+ "* prop" : "store"
+ },
+ {
+ "String header" : "Report",
+ "String dataIndex" : "name",
+ "xtype" : "ColumnModel",
+ "Number xs" : 6,
+ "$ xns" : "Roo.grid",
+ "$ renderer" : "function(v,x,r) { \n return v;\n}",
+ "* prop" : "cm[]"
+ },
+ {
+ "String header" : "Download",
+ "String dataIndex" : "url",
+ "$ Function renderer" : "function(v,x,r) {\n return String.format( '<a href=\"{0}/Coba/Reports/'+ r.data.url.trim() +'/{1}\" target=\"_new\">Download</a>', \n baseURL, _this.data.userdata_id\n );\n}",
+ "xtype" : "ColumnModel",
+ "Number xs" : 6,
+ "$ xns" : "Roo.grid",
+ "* prop" : "cm[]"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "activate" : "function (_self)\n{\n var url = 'about:blank';\n \n if(_this.data.userdata_id * 1 > 0){\n url = baseURL + '/Coba/Reports/ApplicationSummary/' + _this.data.userdata_id;\n }\n \n _this.app_summary_frame.el.dom.src = url;\n}",
+ "render" : "function (_self)\n{\n _this.detail_tab = _self;\n}"
+ },
+ "Boolean fitContainer" : true,
+ "xtype" : "Content",
+ "Boolean fitToFrame" : true,
+ "$ xns" : "Roo.bootstrap.panel",
+ "String region" : "center",
+ "String title" : "Application Details",
+ "Boolean autoScroll" : false,
+ "Boolean background" : true,
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.app_summary_frame = this; \n}"
+ },
+ "xtype" : "Element",
+ "tag" : "iframe",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "width:100%;height:100%;border:none;"
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "activate" : "function (_self)\n{\n if(_this.documentGrid){\n _this.documentGrid.store.load({});\n }\n}"
+ },
+ "xtype" : "Grid",
+ "String region" : "center",
+ "$ xns" : "Roo.bootstrap.panel",
+ "String title" : "Uploaded Documents",
+ "Boolean background" : false,
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.documentGrid = this;\n}"
+ },
+ "Boolean footerShow" : false,
+ "String cls" : "coba-document-table",
+ "xtype" : "Table",
+ "$ xns" : "Roo.bootstrap",
+ "* prop" : "grid",
+ "boolean condensed" : true,
+ "items" : [
+ {
+ "listeners" : {
+ "beforeload" : "function (_self, options)\n{ \n options.params = options.params || {};\n \n if(typeof(_this.data.userdata_id) == 'undefined' || _this.data.userdata_id * 1 < 1){\n this.removeAll();\n return false;\n }\n \n options.params.is_active = 1;\n options.params.dec_type = 'checklist';\n \n options.params._user_id = _this.data.userdata_id;\n \n options.params._with_others = 1;\n}"
+ },
+ "$ Object sortInfo" : "{ direction : 'ASC', field: 'seq_order' } ",
+ "xtype" : "Store",
+ "boolean remoteSort" : true,
+ "$ xns" : "Roo.data",
+ "* prop" : "store",
+ "items" : [
+ {
+ "$ url" : "baseURL + '/Roo/coba_declarations'",
+ "xtype" : "HttpProxy",
+ "$ xns" : "Roo.data",
+ "String method" : "GET",
+ "* prop" : "proxy"
+ },
+ {
+ "xtype" : "JsonReader",
+ "String root" : "data",
+ "$ xns" : "Roo.data",
+ "String id" : "id",
+ "* prop" : "reader"
+ }
+ ]
+ },
+ {
+ "String header" : "Document",
+ "String dataIndex" : "title",
+ "xtype" : "ColumnModel",
+ "Number xs" : 4,
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : true,
+ "* prop" : "cm[]"
+ },
+ {
+ "String header" : "View / Status",
+ "String dataIndex" : "images_ids",
+ "xtype" : "ColumnModel",
+ "Number xs" : 8,
+ "$ xns" : "Roo.grid",
+ "$ renderer" : "function(v,x,r) {\n\n var types = [\n 'image/png',\n 'image/jpeg',\n 'application/pdf',\n 'application/msword',\n 'application/mswordapplication',\n 'application/vnd.oasis.opendocument.text',\n 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',\n 'application/x-abiword'\n ];\n \n var manager = new Roo.bootstrap.DocumentManager({\n url : baseURL + '/Roo/Images',\n editable: false,\n toolTipName: 'title',\n listeners : {\n render : function (_self) {\n \n },\n beforeselectfile : function(_self){\n \n if(typeof(window.FileReader) == 'undefined' || !window.FileReader) {\n Roo.bootstrap.MessageBox.alert('Sorry', 'Your browser is not support to upload file, Please upgrade it.');\n return false;\n }\n \n return true;\n },\n initial : function (_self) {\n \n this.files = r.data.coba_investor_declarations_documents;\n this.queue();\n },\n process : function (_self, file) {\n \n if(types.indexOf(file.type) == -1){\n this.progressDialog.hide();\n Roo.bootstrap.MessageBox.alert('Sorry', 'Invalid File Format');\n return false;\n }\n \n if(file.size > 8388608){\n this.progressDialog.hide();\n Roo.bootstrap.MessageBox.alert('Sorry', 'Maximum size is 8MB');\n return false;\n }\n },\n prepare : function (_self, formData, options) {\n \n if(r.data.id * 1 == -1){\n \n options.manually = true;\n \n Pman.Dialog.CobaInvestorDocumentTitle.show({name : options.file.name}, function(res){\n formData.append('_coba_document', 'upload');\n formData.append('title', res.title);\n formData.append('ontable', 'modx_users');\n formData.append('onid', r.data.coba_investor_declarations_id);\n formData.append('imgtype', 'other_documents');\n \n _self.xhr.send(formData);\n \n return;\n });\n \n return;\n }\n \n formData.append('_coba_document', 'upload');\n formData.append('ontable', 'coba_investor_declarations');\n formData.append('onid', r.data.coba_investor_declarations_id);\n },\n remove : function (_self, file) {\n \n if(typeof(file) == 'undefined' || file.id * 1 < 1){\n return;\n }\n \n var m = new Roo.bootstrap.Modal({ \n html : 'Are you sure want to remove this document', \n title:'Confirm',\n buttons : [\n {\n name : 'yes',\n html : 'Yes'\n },\n {\n name : 'no',\n html : 'No',\n weight : 'primary'\n }\n ],\n listeners : { \n btnclick : function(name, e) {\n \n this.hide();\n \n if(name == 'no'){\n return;\n }\n \n file.target.mask();\n \n new Pman.Request({\n url: baseURL + '/Roo/Images',\n method: 'POST',\n params: {\n _coba_document : 'remove',\n _delete : file.id\n },\n success: function(res){\n _self.remove(file);\n _this.form.reloadData();\n return;\n },\n failure : function(ret) {\n (function(){Roo.bootstrap.MessageBox.alert('Error', ret.errorMsg);}).defer(100);\n return;\n }\n });\n \n return;\n }\n }\n });\n \n m.show();\n \n },\n afterupload : function(_self, xhr)\n {\n _this.form.reloadData();\n },\n click : function (_self, file) \n {\n Pman.Dialog.CobaInvestorViewDocument.show({\n file : file\n }, function(ret){\n \n if(typeof(ret) != 'string'){\n return;\n }\n \n if(ret == 'trash'){\n _self.fireEvent('remove', _self, file);\n return;\n }\n \n });\n \n return;\n }\n }\n \n });\n \n return manager;\n \n }\n ",
+ "Boolean sortable" : false,
+ "* prop" : "cm[]"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "activate" : "function (_self)\n{\n var url = 'about:blank';\n \n if(_this.data.userdata_id * 1 > 0){\n url = baseURL + '/Coba/Reports/LexisNexis/' + _this.data.userdata_id;\n }\n \n var updateMatchStatus = function(frame, id, status) {\n new Pman.Request({\n url: baseURL + '/Roo/Coba_investor_lexis_results.php',\n method : 'POST',\n params : {\n id : id,\n status : status,\n reason : ''\n }, \n success : function(res) {\n _this.form.reloadData();\n _this.lexis_nexis_frame.el.dom.src = url;\n scrollTop = frame.documentElement.scrollTop || frame.body.scrollTop;\n }\n });\n };\n \n var scrollTop = 0;\n \n _this.lexis_nexis_frame.el.dom.onload = function(){\n \n var frame = _this.lexis_nexis_frame.el.dom.contentDocument || _this.lexis_nexis_frame.el.dom.contentWindow.document;\n \n var scrollTarget = (typeof(frame.documentElement.scrollTop) != 'undefined') ? frame.documentElement : frame.body;\n \n frame.documentElement.scrollTop = scrollTop;\n frame.body.scrollTop = scrollTop;\n \n Roo.each(Roo.get(frame.body).select('button.reject-match', true).elements, function(button){\n \n var id = button.attr('data-id');\n \n button.on('click', function(e){\n \n e.preventDefault();\n \n Pman.Dialog.CobaLexisNexisReject.show({ id : id }, function(){\n _this.form.reloadData();\n _this.lexis_nexis_frame.el.dom.src = url;\n scrollTop = Roo.get(frame.body).getScroll().top;\n });\n \n });\n \n });\n \n Roo.each(Roo.get(frame.body).select('button.accept-match', true).elements, function(button){\n \n var id = button.attr('data-id');\n \n button.on('click', function(e){\n \n e.preventDefault();\n \n updateMatchStatus(frame, id, 1);\n \n });\n });\n \n Roo.each(Roo.get(frame.body).select('button.un-accept-match', true).elements, function(button){\n \n var id = button.attr('data-id');\n \n button.on('click', function(e){\n \n e.preventDefault();\n \n updateMatchStatus(frame, id, 0);\n \n });\n });\n \n Roo.each(Roo.get(frame.body).select('button.un-reject-match', true).elements, function(button){\n \n var id = button.attr('data-id');\n \n button.on('click', function(e){\n \n e.preventDefault();\n \n updateMatchStatus(frame, id, 0);\n \n });\n });\n \n };\n \n _this.lexis_nexis_frame.el.dom.src = url;\n \n _this.lexis_nexis_search.update();\n}",
+ "render" : "function (_self)\n{\n _this.lexis_nexis_panel = this;\n}"
+ },
+ "| function update" : "function() \n{ \n var badges = this.tabItem.el.select('span.badge', true).first();\n \n var icon = this.tabItem.el.select('span.icon', true).first();\n \n if(!badges || !icon){\n return;\n }\n \n badges.setVisibilityMode(Roo.Element.DISPLAY).hide();\n icon.setVisibilityMode(Roo.Element.DISPLAY).hide();\n \n if(_this.data.is_lexis_nexis_search_completed * 1 != 1){\n icon.show();\n return;\n }\n \n badges.removeClass(['badge-success', 'badge-error']).addClass('badge-error');\n \n if(_this.data.is_lexis_nexis_view_completed * 1 == 1){\n badges.removeClass(['badge-success', 'badge-error']).addClass('badge-success');\n }\n \n badges.show();\n \n badges.dom.innerHTML = _this.data.total_lexis_nexis;\n \n}",
+ "Boolean fitContainer" : true,
+ "xtype" : "Content",
+ "Boolean fitToFrame" : true,
+ "$ xns" : "Roo.bootstrap.panel",
+ "String region" : "center",
+ "String title" : "Lexis Nexis",
+ "Boolean background" : true,
+ "string tpl" : "<a href=\"#\"><span unselectable=\"on\" title=\"{text}\">{text}</span> <span class=\"badge\">{badge}</span><span class=\"icon\"><i class=\"fa fa-cog\"></i></span></a>",
+ "items" : [
+ {
+ "xtype" : "NavSimplebar",
+ "$ xns" : "Roo.bootstrap",
+ "* prop" : "toolbar",
+ "items" : [
+ {
+ "xtype" : "NavGroup",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "NavItem",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "float: left",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.lexis_nexis_search = this;\n}",
+ "click" : "function (_self, e)\n{\n if(_this.data.userdata_id * 1 < 1){\n return;\n }\n \n new Pman.Request({\n url: baseURL + '/Coba/LexisNexis/Search/' + _this.data.userdata_id,\n method: 'GET',\n mask: 'Processing...',\n success : function(res) {\n var total = res.data.total;\n \n var msg = 'No Matching Records where found';\n \n if(res.data.total * 1 > 0){\n msg = String.format('{0} Matching Records where found - please review them on the Lexis Nexis Tab.', res.data.total);\n }\n \n Roo.bootstrap.MessageBox.alert('Lexis Nexis Search Succeed', msg);\n \n _this.form.reloadData();\n \n var url = 'about:blank';\n \n if(_this.data.userdata_id * 1 > 0){\n url = baseURL + '/Coba/Reports/LexisNexis/' + _this.data.userdata_id;\n }\n \n _this.lexis_nexis_frame.el.dom.src = url;\n }\n });\n \n}"
+ },
+ "String weight" : "primary",
+ "| function update" : "function() \n{ \n _this.lexis_nexis_search.disable();\n \n if(_this.data.is_submit * 1 == 1 && _this.data.is_missing_document * 1 == 0){\n _this.lexis_nexis_search.enable();\n }\n \n}",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Search",
+ "String style" : "margin:5px;"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.lexis_nexis_frame = this;\n \n}"
+ },
+ "String tag" : "iframe",
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "width:100%;height:100%;border:none;"
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "activate" : "function (_self)\n{\n if(_this.activityGrid ) {\n _this.activityGrid.footer.onClick('first');\n }\n}"
+ },
+ "xtype" : "Grid",
+ "$ xns" : "Roo.bootstrap.panel",
+ "String region" : "center",
+ "String title" : "Activity Log",
+ "Boolean background" : false,
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.activityGrid = _self;;\n}"
+ },
+ "String cls" : "coba-activity-table",
+ "xtype" : "Table",
+ "$ xns" : "Roo.bootstrap",
+ "Boolean loadMask" : true,
+ "* prop" : "grid",
+ "boolean condensed" : false,
+ "items" : [
+ {
+ "listeners" : {
+ "beforeload" : "function (_self, options)\n{ \n options.params = options.params || {};\n \n if(typeof(_this.data.userdata_id) == 'undefined' || _this.data.userdata_id * 1 < 1){\n this.removeAll();\n return false;\n }\n options.params._with_dupe_count = 1;\n\n\n options.params.modx_users_id = _this.data.userdata_id; \n\n\n \n}\n"
+ },
+ "$ Object sortInfo" : "{ direction : 'DESC', field: 'event_when' } ",
+ "xtype" : "Store",
+ "boolean remoteSort" : true,
+ "$ xns" : "Roo.data",
+ "* prop" : "store",
+ "items" : [
+ {
+ "$ url" : "baseURL + '/Roo/Events.php'",
+ "xtype" : "HttpProxy",
+ "$ xns" : "Roo.data",
+ "String method" : "GET",
+ "* prop" : "proxy"
+ },
+ {
+ "xtype" : "JsonReader",
+ "String root" : "data",
+ "$ xns" : "Roo.data",
+ "String id" : "id",
+ "* prop" : "reader"
+ }
+ ]
+ },
+ {
+ "String header" : "When",
+ "String dataIndex" : "event_when",
+ "xtype" : "ColumnModel",
+ "Number xs" : 3,
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : true,
+ "$ string renderer" : "function(v) \n{ \n return v ? v.dateFormat('d/M/Y H:i') : ''; \n}",
+ "* prop" : "cm[]"
+ },
+ {
+ "String header" : "action",
+ "String dataIndex" : "action",
+ "xtype" : "ColumnModel",
+ "Number xs" : 3,
+ "$ xns" : "Roo.grid",
+ "$ renderer" : "function(v) \n{ \n return String.format('{0}', v ? v : '');\n}",
+ "Boolean sortable" : true,
+ "* prop" : "cm[]"
+ },
+ {
+ "String header" : "Who",
+ "xtype" : "ColumnModel",
+ "Number xs" : 3,
+ "$ xns" : "Roo.grid",
+ "$ renderer" : "function(v,x,r) {\n if(r.data.person_id* 1 > 0) {\n return String.format('{0}', r.data.person_id_name );\n }\n if(r.data.modx_users_id_in_middlename !='')\n {\n return String.format('{0} {1} {2}', r.data.modx_users_id_in_firstname, r.data.modx_users_id_in_middlename, r.data.modx_users_id_in_lastname );\n }\n return String.format('{0} {1}', r.data.modx_users_id_in_firstname, r.data.modx_users_id_in_lastname );\n\n}",
+ "Boolean sortable" : true,
+ "* prop" : "cm[]"
+ },
+ {
+ "String header" : "Remarks",
+ "String dataIndex" : "remarks",
+ "xtype" : "ColumnModel",
+ "Number xs" : 3,
+ "$ xns" : "Roo.grid",
+ "$ renderer" : "function(v,x,r) {\n if(r.data.dupe_count*1 > 1) {\n return String.format('{0} ({1})', v ? v : '', r.data.dupe_count);\n }\n return String.format('{0}', v ? v : ''); \n}",
+ "Boolean sortable" : false,
+ "* prop" : "cm[]"
+ },
+ {
+ "Number pageSize" : 10,
+ "xtype" : "PagingToolbar",
+ "$ xns" : "Roo.bootstrap",
+ "* prop" : "footer"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "activate" : "function (_self)\n{\n if(_this.notes_table ) {\n _this.notes_table.footer.onClick('first');\n }\n \n _this.coba_person_id.setValue(_this.data.userdata_id);\n \n}",
+ "render" : "function (_self)\n{\n _this.notes_tab = _self;\n}"
+ },
+ "Boolean fitContainer" : true,
+ "xtype" : "Nest",
+ "Boolean fitToFrame" : true,
+ "$ xns" : "Roo.bootstrap.panel",
+ "String region" : "center",
+ "String title" : "Notes about User",
+ "Boolean autoScroll" : true,
+ "Boolean background" : true,
+ "items" : [
+ {
+ "xtype" : "Border",
+ "$ xns" : "Roo.bootstrap.layout",
+ "* prop" : "layout",
+ "items" : [
+ {
+ "xtype" : "Region",
+ "Boolean hideTabs" : true,
+ "Number height" : 280,
+ "$ xns" : "Roo.bootstrap.layout",
+ "* prop" : "north",
+ "Boolean split" : true
+ },
+ {
+ "xtype" : "Region",
+ "Boolean hideTabs" : true,
+ "$ xns" : "Roo.bootstrap.layout",
+ "* prop" : "center"
+ },
+ {
+ "Boolean fitContainer" : true,
+ "xtype" : "Content",
+ "Boolean fitToFrame" : true,
+ "String region" : "north",
+ "$ xns" : "Roo.bootstrap.panel",
+ "Boolean autoScroll" : true,
+ "String title" : "Add a Note",
+ "items" : [
+ {
+ "listeners" : {
+ "actionfailed" : "function (_self, action)\n{\n Roo.bootstrap.MessageBox.alert(action.result.errorMsg);\n}",
+ "actioncomplete" : "function (_self, action)\n{\n if (action.type == 'submit') { // only submitted here if we are \n _this.add_notes_button.enable();\n _this.add_notes_button.setText('Add Note');\n\n \n if (_this.callback) {\n _this.callback.call(this, action.result.data);\n }\n _this.notes_textarea.setValue('');\n if(_this.notes_table ) {\n _this.notes_table.footer.onClick('first');\n }\n return; \n }\n}",
+ "render" : "function (_self)\n{\n _this.notes_form = _self; \n}"
+ },
+ "$ url" : "baseURL + '/Roo/Coba_person_notes'",
+ "xtype" : "Form",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin:15px;",
+ "String method" : "POST",
+ "Boolean loadMask" : true,
+ "items" : [
+ {
+ "String header" : "Add a Note",
+ "String panel" : "primary",
+ "xtype" : "Container",
+ "$ xns" : "Roo.bootstrap",
+ "Boolean expandable" : false,
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "Number sm" : 12,
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.notes_textarea = _self;\n}"
+ },
+ "Boolean allowBlank" : false,
+ "String name" : "notes",
+ "xtype" : "TextArea",
+ "Number rows" : 5,
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.coba_person_id = this;\n}"
+ },
+ "String name" : "coba_person_id",
+ "xtype" : "Input",
+ "String inputType" : "input",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "display: none;"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.add_notes_button = _self;\n}",
+ "click" : "function (_self, e)\n{\n if(!_this.notes_form.isValid()){\n Roo.bootstrap.MessageBox.alert('Error', 'Please enter note');\n return;\n }\n \n _this.notes_form.doAction('submit');\n _this.add_notes_button.disable();\n _this.add_notes_button.setText('sending...');\n\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Add Note",
+ "String style" : "float: right; margin: 10px; width: 100px; "
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "Boolean fitContainer" : true,
+ "xtype" : "Grid",
+ "Boolean fitToFrame" : true,
+ "String region" : "center",
+ "$ xns" : "Roo.bootstrap.panel",
+ "String title" : "Historical Notes",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.notes_table = _self;\n}"
+ },
+ "Boolean cellSelection" : true,
+ "boolean responsive" : true,
+ "xtype" : "Table",
+ "$ xns" : "Roo.bootstrap",
+ "Boolean loadMask" : true,
+ "* prop" : "grid",
+ "items" : [
+ {
+ "listeners" : {
+ "beforeload" : "function (_self, options)\n{\n options.params = options.params || {};\n // set more here\n options.params.coba_person_id = _this.data.userdata_id; \n options.params.limit = _this.notes_table.footer.pageSize *1; \n options.params._order_by = 'date_created desc, id desc'; \n}"
+ },
+ "Object sortInfo" : "{ direction : 'ASC', field: 'id' } ",
+ "xtype" : "Store",
+ "boolean remoteSort" : true,
+ "$ xns" : "Roo.data",
+ "* prop" : "store",
+ "items" : [
+ {
+ "$ url" : "baseURL + '/Roo/Coba_person_notes' ",
+ "xtype" : "HttpProxy",
+ "$ xns" : "Roo.data",
+ "String method" : "GET",
+ "* prop" : "proxy"
+ },
+ {
+ "xtype" : "JsonReader",
+ "String root" : "data",
+ "$ xns" : "Roo.data",
+ "String id" : "id",
+ "* prop" : "reader"
+ }
+ ]
+ },
+ {
+ "String header" : "Date",
+ "String dataIndex" : "date_created",
+ "xtype" : "ColumnModel",
+ "Number xs" : 3,
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : false,
+ "$ string renderer" : "function(v) { return v ? v.dateFormat('d/m/Y') : ''; }",
+ "* prop" : "cm[]",
+ "Boolean hidden" : false
+ },
+ {
+ "String header" : "id",
+ "String dataIndex" : "id",
+ "xtype" : "ColumnModel",
+ "Number xs" : 2,
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : true,
+ "* prop" : "cm[]",
+ "Boolean hidden" : true
+ },
+ {
+ "String header" : "Notes",
+ "String dataIndex" : "notes",
+ "xtype" : "ColumnModel",
+ "Number xs" : 9,
+ "$ xns" : "Roo.grid",
+ "$ renderer" : "function(v) { \n\n //if(v.length > 200) {\n // return v.substring(0,199) + '...';\n //}\n \n return v;\n}",
+ "Boolean sortable" : false,
+ "* prop" : "cm[]",
+ "Boolean hidden" : false
+ },
+ {
+ "Number pageSize" : 5,
+ "xtype" : "PagingToolbar",
+ "$ xns" : "Roo.bootstrap",
+ "* prop" : "footer"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n if(_this.data.is_submit * 1 == 1){\n Roo.bootstrap.MessageBox.alert('Application has been submittted', \"You should 'un-submit' the application if you wish to edit it.\");\n return;\n }\n \n _this.dialog.el.mask('Sending');\n \n new Pman.Request({\n url: baseURL + '/Coba/ModxSession',\n method: 'GET',\n params: {\n investor_id: _this.data.userdata_id,\n account_type: _this.data.account_type\n },\n success: function(res) {\n if (res.success && res.data) {\n window.onbeforeunload =null;\n window.onunload = function () {\n _this.dialog.el.unmask()\n };\n var win = window.open(res.data, '_self');\n }\n },\n failure : function(res)\n {\n _this.dialog.el.unmask();\n Roo.bootstrap.MessageBox.alert(\"Error\", res.errorMsg);\n }\n });\n \n}"
+ },
+ "String weight" : "warning",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Edit Accreditation",
+ "* prop" : "buttons[]"
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{ \n Pman.Dialog.CobaInvestorChangeAdvisor.show({id: _this.data.id}, function(){\n _this.form.fireEvent('actioncomplete', _this.form, { type: 'setdata', data: { id : _this.data.id }});\n });\n \n}"
+ },
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Change Advisor",
+ "* prop" : "buttons[]"
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n Pman.Dialog.CobaInvestorChangePassword.show({id: _this.data.userdata_id})\n \n\n}"
+ },
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Change User's Password",
+ "* prop" : "buttons[]"
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.dialog.hide();\n// if (_this.callback) {\n// _this.callback.call(this, _this.data);\n// }\n}"
+ },
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Close",
+ "* prop" : "buttons[]"
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaInvestorModify= function() {}
+Roo.apply(Pman.Dialog.CobaInvestorModify.prototype, {
+
+ _strings : {
+ '44749712dbec183e983dcd78a7736c41' :"Date",
+ '4e97aeeaa8b15ca1180fcd1f3ac478d1' :"When",
+ 'e1d496d505f34ae1866fc7ad0e59e7ac' :"Compliance Review",
+ 'f28128b38efbc6134dc40751ee21fd29' :"Documents",
+ 'd41d8cd98f00b204e9800998ecf8427e' :" ",
+ '3e4901127828df59e44a55af7659e508' :"<i class=\"fa fa-times-circle\"></i> not complete",
+ '457dd55184faedb7885afd4009d70163' :"Review",
+ '231bc72756b5e6de492aaaa1577f61b1' :"Remarks",
+ 'b80bb7740288fda1f201890375a60c8f' :"id",
+ '09677be3a36334e7fcad710832364b77' :"Add a Note",
+ '418c5509e2171d55b0aee5c2ea4442b5' :"action",
+ '31e41095bfaa14799239e8d9ba7ad438' :"Application Details",
+ 'd41d8cd98f00b204e9800998ecf8427e' :"",
+ '13348442cc6a27032d2b4aa28b75a5d3' :"Search",
+ '93b6fe26d96a3a9812a34cb6ba9b3567' :"Historical Notes",
+ '5cfee765454e9ab499d547c20476f696' :"Change Advisor",
+ '1eb39f9b4c58313ca684e44d590b1d82' :"Lexis Nexis",
+ '2b16564e6e838ce86608620b70beb570' :"Activity Log",
+ '3e4696aa5313272da1baa6497c82a9b5' :"Notes about User",
+ '4b1b4dc8cf38b3c64b1d657da8f5ac8c' :"Report",
+ '0945359809dad1fbf3dea1c95a0da951' :"Document",
+ 'b46df2f1d2e702b38d83cc22954263c6' :"Un-submit",
+ 'f018a137eb54d99d29a9b41fb6b061b5' :"Add Note",
+ '269d037052d86346356a8077aee32baf' :"View Reason",
+ '0e883c2b722f8a57275b249bef7c94db' :"Lexis Nexis Search",
+ '4ee972120bcda675f75222c87cb9d356' :"Who",
+ '292659c2de7f3de1a9ab2abfef6839a4' :"Uploaded Documents",
+ '801ab24683a4a8c433c6eb40c48bcd9d' :"Download",
+ '405e3e5c89b4b29dcb052614626788bb' :"View / Status",
+ 'cce99c598cfdb9773ab041d54c3d973a' :"Profile",
+ '3b878279a04dc47d60932cb294d96259' :"Overview",
+ '8f2ec0b04f61587a0e83068e5ef842bd' :"<i class=\"fa fa-times-circle\" aria-hidden=\"true\"></i> not complete",
+ 'a14739916eebbb7689b495e07b15fe2a' :"Edit Accreditation",
+ '66e77e7bfdc713de218e85cf6655b9d1' :"Modify / View Investor",
+ 'f4c6f851b00d5518bf888815de279aba' :"Notes",
+ 'e3a96404a82d284db5e77ec5a0d9d6cb' :"Change User's Password",
+ 'd3d2e617335f08df83599665eef8a418' :"Close"
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ fitwindow : true,
+ title : _this._strings['66e77e7bfdc713de218e85cf6655b9d1'] /* Modify / View Investor */,
+ listeners : {
+ hide : function (_self)
+ {
+ if (_this.callback) {
+ _this.callback.call(_self, _this.data);
+ }
+ },
+ show : function (_self)
+ {
+ _this.dialog.items[0].getRegion('center').showPanel(0);
+
+ new Pman.Request({
+ url: baseURL + '/Roo/Core_group.php',
+ method : 'GET',
+ params : {
+ _count_member_by_name : 'Compliance Officers'
+ },
+ success : function(res) {
+
+ if(res.data * 1 > 0){
+ return;
+ }
+
+ Roo.bootstrap.MessageBox.alert('Warning', "There is no any memeber in 'Compliance Officers' group");
+
+ }
+ });
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ buttons : [
+ {
+ xtype : 'Button',
+ html : _this._strings['a14739916eebbb7689b495e07b15fe2a'] /* Edit Accreditation */,
+ weight : 'warning',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(_this.data.is_submit * 1 == 1){
+ Roo.bootstrap.MessageBox.alert('Application has been submittted', "You should 'un-submit' the application if you wish to edit it.");
+ return;
+ }
+
+ _this.dialog.el.mask('Sending');
+
+ new Pman.Request({
+ url: baseURL + '/Coba/ModxSession',
+ method: 'GET',
+ params: {
+ investor_id: _this.data.userdata_id,
+ account_type: _this.data.account_type
+ },
+ success: function(res) {
+ if (res.success && res.data) {
+ window.onbeforeunload =null;
+ window.onunload = function () {
+ _this.dialog.el.unmask()
+ };
+ var win = window.open(res.data, '_self');
+ }
+ },
+ failure : function(res)
+ {
+ _this.dialog.el.unmask();
+ Roo.bootstrap.MessageBox.alert("Error", res.errorMsg);
+ }
+ });
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['5cfee765454e9ab499d547c20476f696'] /* Change Advisor */,
+ listeners : {
+ click : function (_self, e)
+ {
+ Pman.Dialog.CobaInvestorChangeAdvisor.show({id: _this.data.id}, function(){
+ _this.form.fireEvent('actioncomplete', _this.form, { type: 'setdata', data: { id : _this.data.id }});
+ });
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['e3a96404a82d284db5e77ec5a0d9d6cb'] /* Change User's Password */,
+ listeners : {
+ click : function (_self, e)
+ {
+ Pman.Dialog.CobaInvestorChangePassword.show({id: _this.data.userdata_id})
+
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['d3d2e617335f08df83599665eef8a418'] /* Close */,
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.dialog.hide();
+ // if (_this.callback) {
+ // _this.callback.call(this, _this.data);
+ // }
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ],
+ items : [
+ {
+ xtype : 'Border',
+ listeners : {
+ render : function (_self)
+ {
+ _this.layout = _self;
+ }
+ },
+ xns : Roo.bootstrap.layout,
+ '|xns' : 'Roo.bootstrap.layout',
+ center : {
+ xtype : 'Region',
+ alwaysShowTabs : true,
+ tabPosition : 'top',
+ xns : Roo.bootstrap.layout,
+ '|xns' : 'Roo.bootstrap.layout'
+ },
+ items : [
+ {
+ xtype : 'Nest',
+ autoScroll : false,
+ fitContainer : true,
+ fitToFrame : true,
+ region : 'center',
+ title : _this._strings['3b878279a04dc47d60932cb294d96259'] /* Overview */,
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ layout : {
+ xtype : 'Border',
+ xns : Roo.bootstrap.layout,
+ '|xns' : 'Roo.bootstrap.layout',
+ center : {
+ xtype : 'Region',
+ hideTabs : true,
+ xns : Roo.bootstrap.layout,
+ '|xns' : 'Roo.bootstrap.layout'
+ },
+ north : {
+ xtype : 'Region',
+ height : 280,
+ hideTabs : true,
+ split : true,
+ xns : Roo.bootstrap.layout,
+ '|xns' : 'Roo.bootstrap.layout'
+ },
+ items : [
+ {
+ xtype : 'Content',
+ autoScroll : true,
+ fitContainer : true,
+ fitToFrame : true,
+ region : 'north',
+ title : _this._strings['3b878279a04dc47d60932cb294d96259'] /* Overview */,
+ listeners : {
+ render : function (_self)
+ {
+ _this.overview_tab = _self;
+ }
+ },
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ items : [
+ {
+ xtype : 'Form',
+ loadMask : false,
+ reloadData : function()
+ {
+ _this.dialog.el.mask('Loading...');
+
+ _this.form.doAction('load', { method: 'GET', params: {
+ '_id' : _this.data.id,
+ _with_status : 1,
+ _with_lexis_nexis : 1,
+ _with_compliance_status : 1
+ }});
+ },
+ url : baseURL + '/Roo/Ext_data',
+ listeners : {
+ actioncomplete : function (_self, action)
+ {
+ if(action.type == 'setdata'){
+
+ _this.form.reset();
+
+ if(_this.data.id * 1 > 0) {
+
+ _this.form.reloadData();
+
+ }
+
+ return;
+ }
+
+ if(action.type == 'load') {
+
+ _this.data = action.result.data;
+
+ _this.dialog.el.unmask();
+
+ _this.dialog.setTitle('Manage Investor - ' + String.format('{0}', _this.data.full_name));
+
+ _this.profile_indicator.update();
+
+ _this.documents_indicator.update();
+
+ _this.lexis_nexis_indicator.update();
+
+ _this.compliance_indicator.update();
+
+ _this.account_type_notice.update();
+
+ _this.fund_name_notice.update();
+
+ _this.advisor_notice.update();
+
+ _this.lexis_nexis_panel.update();
+
+ _this.reportGrid.store.load({});
+
+ return;
+ }
+
+ if(action.type == 'submit') {
+
+ return;
+ }
+ },
+ render : function (_self)
+ {
+ _this.form = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Container',
+ style : 'margin-top:5px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ style : 'margin-top: 10px; margin-bottom: 10px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ cls : 'text-center',
+ sm : 4,
+ update : function()
+ {
+ this.el.dom.innerHTML = String.format('<b>Type:</b> {0}', _this.data.account_type);
+ },
+ listeners : {
+ render : function (_self)
+ {
+ _this.account_type_notice = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Column',
+ cls : 'text-center',
+ sm : 4,
+ update : function()
+ {
+ this.el.dom.innerHTML = String.format('<b>Fund Name:</b> {0}', _this.data.fund_name);
+ },
+ listeners : {
+ render : function (_self)
+ {
+ _this.fund_name_notice = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Column',
+ cls : 'text-center',
+ sm : 4,
+ update : function()
+ {
+ this.el.dom.innerHTML = String.format('<b>Advisor:</b> {0}', _this.data.investment_advisor_id_name);
+ },
+ listeners : {
+ render : function (_self)
+ {
+ _this.advisor_notice = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ sm : 3,
+ style : 'text-align:center',
+ update : function()
+ {
+ var icon = 'fa-times-circle';
+ var msg = 'Not Submitted';
+ var color = '#941B0C';
+
+ _this.unSubmitBtn.el.hide();
+
+ if(_this.data.is_submit * 1) {
+
+ icon = 'fa-check';
+ msg = 'Submitted';
+ color = 'green';
+
+ _this.unSubmitBtn.el.show();
+ }
+
+ _this.profile_icon.el.setStyle('color', color);
+
+ _this.profile_message.el.dom.innerHTML = String.format('<i style="color:{0}" class="fa {1}"></i> {2}', color, icon, msg);
+
+ },
+ listeners : {
+ render : function (_self)
+ {
+ _this.profile_indicator = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Container',
+ cls : 'fa-5x',
+ fa : 'user',
+ listeners : {
+ render : function (_self)
+ {
+ _this.profile_icon = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Element',
+ html : _this._strings['cce99c598cfdb9773ab041d54c3d973a'] /* Profile */,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Element',
+ html : _this._strings['3e4901127828df59e44a55af7659e508'] /* <i class="fa fa-times-circle"></i> not complete */,
+ listeners : {
+ render : function (_self)
+ {
+ _this.profile_message = this;
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Element',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Button',
+ html : _this._strings['b46df2f1d2e702b38d83cc22954263c6'] /* Un-submit */,
+ style : 'margin-left: auto; margin-right: auto; margin-bottom: 10px; width: 150px; text-align: center;',
+ weight : 'info',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(!_this.data.id* 1) {
+ return;
+ }
+
+ Roo.bootstrap.MessageBox.confirm("Confirm", "Are sure you want to Un-submit?", function (v){
+ if (v != 'yes') {
+ return;
+ }
+
+ new Pman.Request({
+ url : baseURL + '/Roo/Ext_data',
+ method: 'POST',
+ mask : 'Loading',
+ params : {
+ id : _this.data.id* 1,
+ is_submit: 0
+ },
+ success : function(res)
+ {
+ _this.form.reloadData();
+ }
+ });
+ });
+
+ },
+ render : function (_self)
+ {
+ _this.unSubmitBtn = this;
+
+ this.el.setVisibilityMode(Roo.Element.DISPLAY);
+
+ this.el.hide();
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Column',
+ sm : 3,
+ style : 'text-align:center',
+ update : function()
+ {
+ var icon = 'fa-times-circle';
+ var msg = 'Not Complete';
+ var color = '#941B0C';
+
+ if(_this.data.is_missing_document * 1 == 0) {
+ icon = 'fa-check';
+ msg = 'Complete';
+ color = 'green';
+ }
+
+ _this.check_document_icon.el.setStyle('color', color);
+
+ _this.documents_message.el.dom.innerHTML = String.format('<i style="color:{0}" class="fa {1}"></i> {2}', color, icon, msg);
+ },
+ listeners : {
+ render : function (_self)
+ {
+ _this.documents_indicator = this;
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Container',
+ cls : 'fa-5x',
+ fa : 'file-text',
+ listeners : {
+ render : function (_self)
+ {
+ _this.check_document_icon = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Element',
+ html : _this._strings['f28128b38efbc6134dc40751ee21fd29'] /* Documents */,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Element',
+ html : _this._strings['8f2ec0b04f61587a0e83068e5ef842bd'] /* <i class="fa fa-times-circle" aria-hidden="true"></i> not complete */,
+ listeners : {
+ render : function (_self)
+ {
+ _this.documents_message = this;
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ },
+ {
+ xtype : 'Column',
+ sm : 3,
+ style : 'text-align:center',
+ update : function()
+ {
+ var textIcon = '';
+ var msg = 'Status : Search not done';
+ var textColor = '#941B0C';
+ var color = '#941B0C';
+
+ if(_this.data.is_lexis_nexis_search_completed * 1 == 1) {
+ msg = String.format('Status : {0} Matches Found', (_this.data.total_lexis_nexis * 1 > 0) ? _this.data.total_lexis_nexis: 'No');
+ textColor = 'green';
+ color = 'green';
+ }
+
+ if(_this.data.is_missing_document * 1 == 1) {
+ textIcon = 'fa-times-circle';
+ msg = 'Document Not Upload';
+ textColor = '#941B0C';
+ color = '#999';
+ }
+
+ if(_this.data.is_submit * 1 == 0) {
+ textIcon = 'fa-times-circle';
+ msg = 'Application Not complete';
+ textColor = '#941B0C';
+ color = '#999';
+ }
+
+
+ _this.lexis_nexis_icon.el.setStyle('color', color);
+
+ _this.lexis_nexis_message.el.dom.innerHTML = String.format(
+ '<span style="color:{0}">{1}</span>',
+ textColor,
+ msg
+ );
+
+ if(textIcon.length){
+ _this.lexis_nexis_message.el.dom.innerHTML = String.format(
+ '<i style="color:{0}" class="fa {1}"></i> <span style="color:{0}">{2}</span>',
+ textColor,
+ textIcon,
+ msg
+ );
+ }
+
+ _this.lexis_nexis_btn.disable();
+
+ if(_this.data.is_submit * 1 == 1 && _this.data.is_missing_document * 1 == 0){
+ _this.lexis_nexis_btn.enable();
+ }
+
+ },
+ listeners : {
+ render : function (_self)
+ {
+ _this.lexis_nexis_indicator = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Container',
+ cls : 'fa-5x',
+ fa : 'search',
+ listeners : {
+ render : function (_self)
+ {
+ _this.lexis_nexis_icon = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Element',
+ html : _this._strings['1eb39f9b4c58313ca684e44d590b1d82'] /* Lexis Nexis */,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Element',
+ html : _this._strings['d41d8cd98f00b204e9800998ecf8427e'] /* */,
+ listeners : {
+ render : function (_self)
+ {
+ _this.lexis_nexis_message = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ disabled : false,
+ html : _this._strings['0e883c2b722f8a57275b249bef7c94db'] /* Lexis Nexis Search */,
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(_this.data.userdata_id * 1 < 1){
+ return;
+ }
+
+ new Pman.Request({
+ url: baseURL + '/Coba/LexisNexis/Search/' + _this.data.userdata_id,
+ method: 'GET',
+ mask: 'Processing...',
+ success : function(res) {
+ var total = res.data.total;
+
+ var msg = 'No Matching Records where found';
+
+ if(res.data.total * 1 > 0){
+ msg = String.format('{0} Matching Records where found - please review them on the Lexis Nexis Tab.', res.data.total);
+ }
+
+ var m = new Roo.bootstrap.Modal({
+ html : msg,
+ title:'Lexis Nexis Search Succeed',
+ buttons : [
+ {
+ name : 'ok',
+ html : 'OK',
+ weight : 'primary'
+ }
+ ],
+ listeners : {
+ btnclick : function(name, e) {
+
+ this.hide();
+
+ _this.form.reloadData();
+
+ if(res.data.total * 1 == 0){
+ return;
+ }
+
+ _this.dialog.items[0].getRegion('center').showPanel(3);
+
+ }
+ }
+ });
+
+ m.show();
+
+ }
+ });
+
+ },
+ render : function (_self)
+ {
+ _this.lexis_nexis_btn = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ },
+ {
+ xtype : 'Column',
+ sm : 3,
+ style : 'text-align:center',
+ update : function()
+ {
+ var msg = 'Pending Approval';
+ var textColor = '#337ab7';
+ var color = '#337ab7';
+ var icon = 'fa-user';
+
+ var isComplianceOfficer = (Pman.Login.authUser.groups.indexOf('Compliance Officers') == -1) ? false : true;
+ var isAdministrator = (Pman.Login.authUser.groups.indexOf('Administrators') == -1) ? false : true;
+
+ _this.compliance_review_btn.el.hide();
+ _this.compliance_view_reason_btn.el.hide();
+
+ if(isComplianceOfficer){
+ _this.compliance_review_btn.el.show();
+ }
+
+ switch (_this.data.compliance_status) {
+ case 'APPROVED' :
+ msg = String.format('Approved by {0}', _this.data.compliance_status_by);
+ textColor = 'green';
+ color = 'green';
+ icon = 'fa-check';
+
+ _this.compliance_review_btn.el.hide();
+ _this.compliance_view_reason_btn.el.hide();
+
+ break;
+ case 'REJECTED' :
+ msg = String.format('Reject by {0}', _this.data.compliance_status_by);
+ textColor = '#941B0C';
+ color = '#941B0C';
+ icon = 'fa-times';
+
+ _this.compliance_review_btn.el.hide();
+
+ if(isComplianceOfficer || isAdministrator){
+ _this.compliance_view_reason_btn.el.show();
+ }
+
+ break;
+ default :
+ break;
+ }
+
+ if(_this.data.is_lexis_nexis_view_completed * 1 == 0){
+ msg = 'Nexis Lexis needs reviewing';
+ color = '#999';
+ textColor = '#941B0C';
+ _this.compliance_review_btn.el.hide();
+ _this.compliance_view_reason_btn.el.hide();
+ }
+
+ if(_this.data.is_lexis_nexis_search_completed * 1 == 0) {
+ msg = 'Nexis Lexis not run';
+ color = '#999';
+ textColor = '#941B0C';
+ _this.compliance_review_btn.el.hide();
+ _this.compliance_view_reason_btn.el.hide();
+ }
+
+ _this.compliance_icon.el.setStyle('color', color);
+
+ _this.compliance_icon.el.select('i', true).first().removeClass(['fa-user', 'fa-check']).addClass(icon);
+
+ _this.compliance_message.el.dom.innerHTML = String.format('<span style="color:{0}">{1}</span>', textColor, msg);
+
+ },
+ listeners : {
+ render : function (_self)
+ {
+ _this.compliance_indicator = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Container',
+ cls : 'fa-5x',
+ fa : 'user',
+ listeners : {
+ render : function (_self)
+ {
+ _this.compliance_icon = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Element',
+ html : _this._strings['e1d496d505f34ae1866fc7ad0e59e7ac'] /* Compliance Review */,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Element',
+ html : _this._strings['d41d8cd98f00b204e9800998ecf8427e'] /* */,
+ listeners : {
+ render : function (_self)
+ {
+ _this.compliance_message = this;
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Element',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Button',
+ html : _this._strings['457dd55184faedb7885afd4009d70163'] /* Review */,
+ style : 'width: 150px; text-align: center;',
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(_this.data.id * 1 < 1) {
+ return;
+ }
+
+ Pman.Dialog.CobaInvestorComplianceReview.show({
+ id : _this.data.id,
+ userdata_id : _this.data.userdata_id
+ }, function(){
+ _this.form.reloadData();
+ });
+
+ },
+ render : function (_self)
+ {
+ _this.compliance_review_btn = this;
+
+ this.el.setVisibilityMode(Roo.Element.DISPLAY);
+
+ this.el.hide();
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['269d037052d86346356a8077aee32baf'] /* View Reason */,
+ style : 'width: 150px; text-align: center;',
+ weight : 'danger',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(!_this.data.compliance_coba_investor_notes || _this.data.compliance_coba_investor_notes.id * 1 < 1) {
+ return;
+ }
+
+ Roo.bootstrap.MessageBox.alert('Reason', _this.data.compliance_coba_investor_notes.notes);
+
+ },
+ render : function (_self)
+ {
+ _this.compliance_view_reason_btn = this;
+
+ this.el.setVisibilityMode(Roo.Element.DISPLAY);
+
+ this.el.hide();
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'id',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Grid',
+ autoScroll : true,
+ fitContainer : true,
+ fitToFrame : true,
+ region : 'center',
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ grid : {
+ xtype : 'Table',
+ footerShow : false,
+ listeners : {
+ render : function (_self)
+ {
+ _this.reportGrid = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ store : {
+ xtype : 'SimpleStore',
+ data : [[ "Client Summary Report", "ClientSummary" ],
+ [ "Compliance Report", "ComplianceReport" ],
+ [ "Investor Risk Profile", "InvestorRiskProfile" ]
+ ],
+ fields : [ 'name', 'url' ],
+ isLocal : true,
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ },
+ cm : [
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'name',
+ header : _this._strings['4b1b4dc8cf38b3c64b1d657da8f5ac8c'] /* Report */,
+ renderer : function(v,x,r) {
+ return v;
+ },
+ xs : 6,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'url',
+ header : _this._strings['801ab24683a4a8c433c6eb40c48bcd9d'] /* Download */,
+ renderer : function(v,x,r) {
+ return String.format( '<a href="{0}/Coba/Reports/'+ r.data.url.trim() +'/{1}" target="_new">Download</a>',
+ baseURL, _this.data.userdata_id
+ );
+ },
+ xs : 6,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ }
+ ]
+ }
+ }
+ ]
+ }
+ },
+ {
+ xtype : 'Content',
+ autoScroll : false,
+ background : true,
+ fitContainer : true,
+ fitToFrame : true,
+ region : 'center',
+ title : _this._strings['31e41095bfaa14799239e8d9ba7ad438'] /* Application Details */,
+ listeners : {
+ activate : function (_self)
+ {
+ var url = 'about:blank';
+
+ if(_this.data.userdata_id * 1 > 0){
+ url = baseURL + '/Coba/Reports/ApplicationSummary/' + _this.data.userdata_id;
+ }
+
+ _this.app_summary_frame.el.dom.src = url;
+ },
+ render : function (_self)
+ {
+ _this.detail_tab = _self;
+ }
+ },
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ items : [
+ {
+ xtype : 'Element',
+ style : 'width:100%;height:100%;border:none;',
+ tag : 'iframe',
+ listeners : {
+ render : function (_self)
+ {
+ _this.app_summary_frame = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ },
+ {
+ xtype : 'Grid',
+ background : false,
+ region : 'center',
+ title : _this._strings['292659c2de7f3de1a9ab2abfef6839a4'] /* Uploaded Documents */,
+ listeners : {
+ activate : function (_self)
+ {
+ if(_this.documentGrid){
+ _this.documentGrid.store.load({});
+ }
+ }
+ },
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ grid : {
+ xtype : 'Table',
+ cls : 'coba-document-table',
+ condensed : true,
+ footerShow : false,
+ listeners : {
+ render : function (_self)
+ {
+ _this.documentGrid = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ store : {
+ xtype : 'Store',
+ remoteSort : true,
+ sortInfo : { direction : 'ASC', field: 'seq_order' },
+ listeners : {
+ beforeload : function (_self, options)
+ {
+ options.params = options.params || {};
+
+ if(typeof(_this.data.userdata_id) == 'undefined' || _this.data.userdata_id * 1 < 1){
+ this.removeAll();
+ return false;
+ }
+
+ options.params.is_active = 1;
+ options.params.dec_type = 'checklist';
+
+ options.params._user_id = _this.data.userdata_id;
+
+ options.params._with_others = 1;
+ }
+ },
+ xns : Roo.data,
+ '|xns' : 'Roo.data',
+ proxy : {
+ xtype : 'HttpProxy',
+ method : 'GET',
+ url : baseURL + '/Roo/coba_declarations',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ },
+ reader : {
+ xtype : 'JsonReader',
+ id : 'id',
+ root : 'data',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ }
+ },
+ cm : [
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'title',
+ header : _this._strings['0945359809dad1fbf3dea1c95a0da951'] /* Document */,
+ sortable : true,
+ xs : 4,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'images_ids',
+ header : _this._strings['405e3e5c89b4b29dcb052614626788bb'] /* View / Status */,
+ renderer : function(v,x,r) {
+
+ var types = [
+ 'image/png',
+ 'image/jpeg',
+ 'application/pdf',
+ 'application/msword',
+ 'application/mswordapplication',
+ 'application/vnd.oasis.opendocument.text',
+ 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
+ 'application/x-abiword'
+ ];
+
+ var manager = new Roo.bootstrap.DocumentManager({
+ url : baseURL + '/Roo/Images',
+ editable: false,
+ toolTipName: 'title',
+ listeners : {
+ render : function (_self) {
+
+ },
+ beforeselectfile : function(_self){
+
+ if(typeof(window.FileReader) == 'undefined' || !window.FileReader) {
+ Roo.bootstrap.MessageBox.alert('Sorry', 'Your browser is not support to upload file, Please upgrade it.');
+ return false;
+ }
+
+ return true;
+ },
+ initial : function (_self) {
+
+ this.files = r.data.coba_investor_declarations_documents;
+ this.queue();
+ },
+ process : function (_self, file) {
+
+ if(types.indexOf(file.type) == -1){
+ this.progressDialog.hide();
+ Roo.bootstrap.MessageBox.alert('Sorry', 'Invalid File Format');
+ return false;
+ }
+
+ if(file.size > 8388608){
+ this.progressDialog.hide();
+ Roo.bootstrap.MessageBox.alert('Sorry', 'Maximum size is 8MB');
+ return false;
+ }
+ },
+ prepare : function (_self, formData, options) {
+
+ if(r.data.id * 1 == -1){
+
+ options.manually = true;
+
+ Pman.Dialog.CobaInvestorDocumentTitle.show({name : options.file.name}, function(res){
+ formData.append('_coba_document', 'upload');
+ formData.append('title', res.title);
+ formData.append('ontable', 'modx_users');
+ formData.append('onid', r.data.coba_investor_declarations_id);
+ formData.append('imgtype', 'other_documents');
+
+ _self.xhr.send(formData);
+
+ return;
+ });
+
+ return;
+ }
+
+ formData.append('_coba_document', 'upload');
+ formData.append('ontable', 'coba_investor_declarations');
+ formData.append('onid', r.data.coba_investor_declarations_id);
+ },
+ remove : function (_self, file) {
+
+ if(typeof(file) == 'undefined' || file.id * 1 < 1){
+ return;
+ }
+
+ var m = new Roo.bootstrap.Modal({
+ html : 'Are you sure want to remove this document',
+ title:'Confirm',
+ buttons : [
+ {
+ name : 'yes',
+ html : 'Yes'
+ },
+ {
+ name : 'no',
+ html : 'No',
+ weight : 'primary'
+ }
+ ],
+ listeners : {
+ btnclick : function(name, e) {
+
+ this.hide();
+
+ if(name == 'no'){
+ return;
+ }
+
+ file.target.mask();
+
+ new Pman.Request({
+ url: baseURL + '/Roo/Images',
+ method: 'POST',
+ params: {
+ _coba_document : 'remove',
+ _delete : file.id
+ },
+ success: function(res){
+ _self.remove(file);
+ _this.form.reloadData();
+ return;
+ },
+ failure : function(ret) {
+ (function(){Roo.bootstrap.MessageBox.alert('Error', ret.errorMsg);}).defer(100);
+ return;
+ }
+ });
+
+ return;
+ }
+ }
+ });
+
+ m.show();
+
+ },
+ afterupload : function(_self, xhr)
+ {
+ _this.form.reloadData();
+ },
+ click : function (_self, file)
+ {
+ Pman.Dialog.CobaInvestorViewDocument.show({
+ file : file
+ }, function(ret){
+
+ if(typeof(ret) != 'string'){
+ return;
+ }
+
+ if(ret == 'trash'){
+ _self.fireEvent('remove', _self, file);
+ return;
+ }
+
+ });
+
+ return;
+ }
+ }
+
+ });
+
+ return manager;
+
+ },
+ sortable : false,
+ xs : 8,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ }
+ ]
+ }
+ },
+ {
+ xtype : 'Content',
+ background : true,
+ fitContainer : true,
+ fitToFrame : true,
+ region : 'center',
+ title : _this._strings['1eb39f9b4c58313ca684e44d590b1d82'] /* Lexis Nexis */,
+ tpl : '<a href=\"#\"><span unselectable=\"on\" title=\"{text}\">{text}</span> <span class=\"badge\">{badge}</span><span class=\"icon\"><i class=\"fa fa-cog\"></i></span></a>',
+ update : function()
+ {
+ var badges = this.tabItem.el.select('span.badge', true).first();
+
+ var icon = this.tabItem.el.select('span.icon', true).first();
+
+ if(!badges || !icon){
+ return;
+ }
+
+ badges.setVisibilityMode(Roo.Element.DISPLAY).hide();
+ icon.setVisibilityMode(Roo.Element.DISPLAY).hide();
+
+ if(_this.data.is_lexis_nexis_search_completed * 1 != 1){
+ icon.show();
+ return;
+ }
+
+ badges.removeClass(['badge-success', 'badge-error']).addClass('badge-error');
+
+ if(_this.data.is_lexis_nexis_view_completed * 1 == 1){
+ badges.removeClass(['badge-success', 'badge-error']).addClass('badge-success');
+ }
+
+ badges.show();
+
+ badges.dom.innerHTML = _this.data.total_lexis_nexis;
+
+ },
+ listeners : {
+ activate : function (_self)
+ {
+ var url = 'about:blank';
+
+ if(_this.data.userdata_id * 1 > 0){
+ url = baseURL + '/Coba/Reports/LexisNexis/' + _this.data.userdata_id;
+ }
+
+ var updateMatchStatus = function(frame, id, status) {
+ new Pman.Request({
+ url: baseURL + '/Roo/Coba_investor_lexis_results.php',
+ method : 'POST',
+ params : {
+ id : id,
+ status : status,
+ reason : ''
+ },
+ success : function(res) {
+ _this.form.reloadData();
+ _this.lexis_nexis_frame.el.dom.src = url;
+ scrollTop = frame.documentElement.scrollTop || frame.body.scrollTop;
+ }
+ });
+ };
+
+ var scrollTop = 0;
+
+ _this.lexis_nexis_frame.el.dom.onload = function(){
+
+ var frame = _this.lexis_nexis_frame.el.dom.contentDocument || _this.lexis_nexis_frame.el.dom.contentWindow.document;
+
+ var scrollTarget = (typeof(frame.documentElement.scrollTop) != 'undefined') ? frame.documentElement : frame.body;
+
+ frame.documentElement.scrollTop = scrollTop;
+ frame.body.scrollTop = scrollTop;
+
+ Roo.each(Roo.get(frame.body).select('button.reject-match', true).elements, function(button){
+
+ var id = button.attr('data-id');
+
+ button.on('click', function(e){
+
+ e.preventDefault();
+
+ Pman.Dialog.CobaLexisNexisReject.show({ id : id }, function(){
+ _this.form.reloadData();
+ _this.lexis_nexis_frame.el.dom.src = url;
+ scrollTop = Roo.get(frame.body).getScroll().top;
+ });
+
+ });
+
+ });
+
+ Roo.each(Roo.get(frame.body).select('button.accept-match', true).elements, function(button){
+
+ var id = button.attr('data-id');
+
+ button.on('click', function(e){
+
+ e.preventDefault();
+
+ updateMatchStatus(frame, id, 1);
+
+ });
+ });
+
+ Roo.each(Roo.get(frame.body).select('button.un-accept-match', true).elements, function(button){
+
+ var id = button.attr('data-id');
+
+ button.on('click', function(e){
+
+ e.preventDefault();
+
+ updateMatchStatus(frame, id, 0);
+
+ });
+ });
+
+ Roo.each(Roo.get(frame.body).select('button.un-reject-match', true).elements, function(button){
+
+ var id = button.attr('data-id');
+
+ button.on('click', function(e){
+
+ e.preventDefault();
+
+ updateMatchStatus(frame, id, 0);
+
+ });
+ });
+
+ };
+
+ _this.lexis_nexis_frame.el.dom.src = url;
+
+ _this.lexis_nexis_search.update();
+ },
+ render : function (_self)
+ {
+ _this.lexis_nexis_panel = this;
+ }
+ },
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ toolbar : {
+ xtype : 'NavSimplebar',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'NavGroup',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'NavItem',
+ style : 'float: left',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Button',
+ html : _this._strings['13348442cc6a27032d2b4aa28b75a5d3'] /* Search */,
+ style : 'margin:5px;',
+ update : function()
+ {
+ _this.lexis_nexis_search.disable();
+
+ if(_this.data.is_submit * 1 == 1 && _this.data.is_missing_document * 1 == 0){
+ _this.lexis_nexis_search.enable();
+ }
+
+ },
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(_this.data.userdata_id * 1 < 1){
+ return;
+ }
+
+ new Pman.Request({
+ url: baseURL + '/Coba/LexisNexis/Search/' + _this.data.userdata_id,
+ method: 'GET',
+ mask: 'Processing...',
+ success : function(res) {
+ var total = res.data.total;
+
+ var msg = 'No Matching Records where found';
+
+ if(res.data.total * 1 > 0){
+ msg = String.format('{0} Matching Records where found - please review them on the Lexis Nexis Tab.', res.data.total);
+ }
+
+ Roo.bootstrap.MessageBox.alert('Lexis Nexis Search Succeed', msg);
+
+ _this.form.reloadData();
+
+ var url = 'about:blank';
+
+ if(_this.data.userdata_id * 1 > 0){
+ url = baseURL + '/Coba/Reports/LexisNexis/' + _this.data.userdata_id;
+ }
+
+ _this.lexis_nexis_frame.el.dom.src = url;
+ }
+ });
+
+ },
+ render : function (_self)
+ {
+ _this.lexis_nexis_search = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ items : [
+ {
+ xtype : 'Element',
+ style : 'width:100%;height:100%;border:none;',
+ tag : 'iframe',
+ listeners : {
+ render : function (_self)
+ {
+ _this.lexis_nexis_frame = this;
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ },
+ {
+ xtype : 'Grid',
+ background : false,
+ region : 'center',
+ title : _this._strings['2b16564e6e838ce86608620b70beb570'] /* Activity Log */,
+ listeners : {
+ activate : function (_self)
+ {
+ if(_this.activityGrid ) {
+ _this.activityGrid.footer.onClick('first');
+ }
+ }
+ },
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ grid : {
+ xtype : 'Table',
+ cls : 'coba-activity-table',
+ condensed : false,
+ loadMask : true,
+ listeners : {
+ render : function (_self)
+ {
+ _this.activityGrid = _self;;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ footer : {
+ xtype : 'PagingToolbar',
+ pageSize : 10,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ store : {
+ xtype : 'Store',
+ remoteSort : true,
+ sortInfo : { direction : 'DESC', field: 'event_when' },
+ listeners : {
+ beforeload : function (_self, options)
+ {
+ options.params = options.params || {};
+
+ if(typeof(_this.data.userdata_id) == 'undefined' || _this.data.userdata_id * 1 < 1){
+ this.removeAll();
+ return false;
+ }
+ options.params._with_dupe_count = 1;
+
+
+ options.params.modx_users_id = _this.data.userdata_id;
+
+
+
+ }
+ },
+ xns : Roo.data,
+ '|xns' : 'Roo.data',
+ proxy : {
+ xtype : 'HttpProxy',
+ method : 'GET',
+ url : baseURL + '/Roo/Events.php',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ },
+ reader : {
+ xtype : 'JsonReader',
+ id : 'id',
+ root : 'data',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ }
+ },
+ cm : [
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'event_when',
+ header : _this._strings['4e97aeeaa8b15ca1180fcd1f3ac478d1'] /* When */,
+ renderer : function(v)
+ {
+ return v ? v.dateFormat('d/M/Y H:i') : '';
+ },
+ sortable : true,
+ xs : 3,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'action',
+ header : _this._strings['418c5509e2171d55b0aee5c2ea4442b5'] /* action */,
+ renderer : function(v)
+ {
+ return String.format('{0}', v ? v : '');
+ },
+ sortable : true,
+ xs : 3,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ header : _this._strings['4ee972120bcda675f75222c87cb9d356'] /* Who */,
+ renderer : function(v,x,r) {
+ if(r.data.person_id* 1 > 0) {
+ return String.format('{0}', r.data.person_id_name );
+ }
+ if(r.data.modx_users_id_in_middlename !='')
+ {
+ return String.format('{0} {1} {2}', r.data.modx_users_id_in_firstname, r.data.modx_users_id_in_middlename, r.data.modx_users_id_in_lastname );
+ }
+ return String.format('{0} {1}', r.data.modx_users_id_in_firstname, r.data.modx_users_id_in_lastname );
+
+ },
+ sortable : true,
+ xs : 3,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'remarks',
+ header : _this._strings['231bc72756b5e6de492aaaa1577f61b1'] /* Remarks */,
+ renderer : function(v,x,r) {
+ if(r.data.dupe_count*1 > 1) {
+ return String.format('{0} ({1})', v ? v : '', r.data.dupe_count);
+ }
+ return String.format('{0}', v ? v : '');
+ },
+ sortable : false,
+ xs : 3,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ }
+ ]
+ }
+ },
+ {
+ xtype : 'Nest',
+ autoScroll : true,
+ background : true,
+ fitContainer : true,
+ fitToFrame : true,
+ region : 'center',
+ title : _this._strings['3e4696aa5313272da1baa6497c82a9b5'] /* Notes about User */,
+ listeners : {
+ activate : function (_self)
+ {
+ if(_this.notes_table ) {
+ _this.notes_table.footer.onClick('first');
+ }
+
+ _this.coba_person_id.setValue(_this.data.userdata_id);
+
+ },
+ render : function (_self)
+ {
+ _this.notes_tab = _self;
+ }
+ },
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ layout : {
+ xtype : 'Border',
+ xns : Roo.bootstrap.layout,
+ '|xns' : 'Roo.bootstrap.layout',
+ center : {
+ xtype : 'Region',
+ hideTabs : true,
+ xns : Roo.bootstrap.layout,
+ '|xns' : 'Roo.bootstrap.layout'
+ },
+ north : {
+ xtype : 'Region',
+ height : 280,
+ hideTabs : true,
+ split : true,
+ xns : Roo.bootstrap.layout,
+ '|xns' : 'Roo.bootstrap.layout'
+ },
+ items : [
+ {
+ xtype : 'Content',
+ autoScroll : true,
+ fitContainer : true,
+ fitToFrame : true,
+ region : 'north',
+ title : _this._strings['09677be3a36334e7fcad710832364b77'] /* Add a Note */,
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ items : [
+ {
+ xtype : 'Form',
+ loadMask : true,
+ method : 'POST',
+ style : 'margin:15px;',
+ url : baseURL + '/Roo/Coba_person_notes',
+ listeners : {
+ actioncomplete : function (_self, action)
+ {
+ if (action.type == 'submit') { // only submitted here if we are
+ _this.add_notes_button.enable();
+ _this.add_notes_button.setText('Add Note');
+
+
+ if (_this.callback) {
+ _this.callback.call(this, action.result.data);
+ }
+ _this.notes_textarea.setValue('');
+ if(_this.notes_table ) {
+ _this.notes_table.footer.onClick('first');
+ }
+ return;
+ }
+ },
+ actionfailed : function (_self, action)
+ {
+ Roo.bootstrap.MessageBox.alert(action.result.errorMsg);
+ },
+ render : function (_self)
+ {
+ _this.notes_form = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Container',
+ expandable : false,
+ header : _this._strings['09677be3a36334e7fcad710832364b77'] /* Add a Note */,
+ panel : 'primary',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ sm : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'TextArea',
+ allowBlank : false,
+ name : 'notes',
+ rows : 5,
+ listeners : {
+ render : function (_self)
+ {
+ _this.notes_textarea = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Input',
+ inputType : 'input',
+ name : 'coba_person_id',
+ style : 'display: none;',
+ listeners : {
+ render : function (_self)
+ {
+ _this.coba_person_id = this;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['f018a137eb54d99d29a9b41fb6b061b5'] /* Add Note */,
+ style : 'float: right; margin: 10px; width: 100px; ',
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(!_this.notes_form.isValid()){
+ Roo.bootstrap.MessageBox.alert('Error', 'Please enter note');
+ return;
+ }
+
+ _this.notes_form.doAction('submit');
+ _this.add_notes_button.disable();
+ _this.add_notes_button.setText('sending...');
+
+ },
+ render : function (_self)
+ {
+ _this.add_notes_button = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Grid',
+ fitContainer : true,
+ fitToFrame : true,
+ region : 'center',
+ title : _this._strings['93b6fe26d96a3a9812a34cb6ba9b3567'] /* Historical Notes */,
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ grid : {
+ xtype : 'Table',
+ cellSelection : true,
+ loadMask : true,
+ responsive : true,
+ listeners : {
+ render : function (_self)
+ {
+ _this.notes_table = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ footer : {
+ xtype : 'PagingToolbar',
+ pageSize : 5,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ store : {
+ xtype : 'Store',
+ remoteSort : true,
+ sortInfo : '{ direction : \'ASC\', field: \'id\' } ',
+ listeners : {
+ beforeload : function (_self, options)
+ {
+ options.params = options.params || {};
+ // set more here
+ options.params.coba_person_id = _this.data.userdata_id;
+ options.params.limit = _this.notes_table.footer.pageSize *1;
+ options.params._order_by = 'date_created desc, id desc';
+ }
+ },
+ xns : Roo.data,
+ '|xns' : 'Roo.data',
+ proxy : {
+ xtype : 'HttpProxy',
+ method : 'GET',
+ url : baseURL + '/Roo/Coba_person_notes',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ },
+ reader : {
+ xtype : 'JsonReader',
+ id : 'id',
+ root : 'data',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ }
+ },
+ cm : [
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'date_created',
+ header : _this._strings['44749712dbec183e983dcd78a7736c41'] /* Date */,
+ hidden : false,
+ renderer : function(v) { return v ? v.dateFormat('d/m/Y') : ''; },
+ sortable : false,
+ xs : 3,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'id',
+ header : _this._strings['b80bb7740288fda1f201890375a60c8f'] /* id */,
+ hidden : true,
+ sortable : true,
+ xs : 2,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'notes',
+ header : _this._strings['f4c6f851b00d5518bf888815de279aba'] /* Notes */,
+ hidden : false,
+ renderer : function(v) {
+
+ //if(v.length > 200) {
+ // return v.substring(0,199) + '...';
+ //}
+
+ return v;
+ },
+ sortable : false,
+ xs : 9,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ }
+ ]
+ }
+ }
+ ]
+ }
+ }
+ ]
+ }
+ ]
+ } );
+ }
+});
+Roo.apply(Pman.Dialog.CobaInvestorModify, Pman.Dialog.CobaInvestorModify.prototype);
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaInvestorModifyViewProfile",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/johns/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaInvestorModifyViewProfile.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "c428704e24d1e6c1b7a914c2a6ba9695" : "Investor Profile"
+ },
+ "items" : [
+ {
+ "xtype" : "Modal",
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "Investor Profile"
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaInvestorModifyViewProfile = {
+
+ _strings : {
+ 'c428704e24d1e6c1b7a914c2a6ba9695' :"Investor Profile"
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ title : _this._strings['c428704e24d1e6c1b7a914c2a6ba9695'] /* Investor Profile */,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ } );
+ }
+};
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaInvestorSearch",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/khlau/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaInvestorSearch.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "77587239bf4c54ea493c7033e1dbf636" : "Last Name",
+ "13348442cc6a27032d2b4aa28b75a5d3" : "Search",
+ "e5676ba19f12f141c9d199c36ee5fde6" : "please select the fund related to the investor",
+ "bcc254b55c4a1babdf1dcb82c207506b" : "Phone",
+ "0715d4a63b8542504b1b1b2af082240e" : "Search Investor",
+ "ea4788705e6873b424c65e91c2846b19" : "Cancel",
+ "ae9e6ac49d4f451b1ebf440619f595b5" : "please select the type of the investor",
+ "c1098dd48f0fb20eeea79235055d02ca" : "Fund",
+ "a1fa27779242b4902f7ae3bdd5c6d508" : "Type",
+ "bc910f8bdf70f29374f496f05be0330c" : "First Name",
+ "e456949630edb405fba2217ddeef7f3c" : "Primary contact email"
+ },
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.option = {};\n _this.option.params = {};\n}"
+ },
+ "String cls" : "enable-overflow",
+ "xtype" : "Modal",
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "Search Investor",
+ "items" : [
+ {
+ "listeners" : {
+ "show" : "function (_self)\n{\n if(_this.fund_name) {\n _this.fund_name.store.load({});\n }\n}",
+ "render" : "function (_self)\n{\n _this.form = _self;\n}"
+ },
+ "xtype" : "Form",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Boolean allowBlank" : true,
+ "String name" : "type",
+ "xtype" : "ComboBox",
+ "Boolean editable" : false,
+ "String triggerAction" : "all",
+ "string fieldLabel" : "Type",
+ "string placeholder" : "please select the type of the investor",
+ "String labelAlign" : "top",
+ "$ xns" : "Roo.bootstrap",
+ "String displayField" : "value",
+ "items" : [
+ {
+ "xtype" : "SimpleStore",
+ "$ data" : "[\n ['individual', 'Individual'],\n ['corporate', 'Corporate'],\n ['joint', 'Joint']\n]",
+ "$ xns" : "Roo.data",
+ "$ fields" : "[ 'code', 'value' ]",
+ "* prop" : "store"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.fund_name = _self;\n}"
+ },
+ "Boolean allowBlank" : true,
+ "String name" : "fund_name",
+ "xtype" : "ComboBox",
+ "Boolean editable" : false,
+ "String triggerAction" : "all",
+ "string fieldLabel" : "Fund",
+ "string placeholder" : "please select the fund related to the investor",
+ "String labelAlign" : "top",
+ "$ xns" : "Roo.bootstrap",
+ "String displayField" : "name",
+ "items" : [
+ {
+ "xtype" : "Store",
+ "$ xns" : "Roo.data",
+ "* prop" : "store",
+ "items" : [
+ {
+ "$ url" : "baseURL + '/Roo/Modx_accountmgmts' ",
+ "xtype" : "HttpProxy",
+ "$ xns" : "Roo.data",
+ "String method" : "GET",
+ "* prop" : "proxy"
+ },
+ {
+ "xtype" : "JsonReader",
+ "$ xns" : "Roo.data",
+ "$ fields" : "[{'name':'name','type':'string'},{'name':'id',type:'string'}]",
+ "* prop" : "reader"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Boolean allowBlank" : true,
+ "String name" : "email",
+ "xtype" : "Input",
+ "string fieldLabel" : "Primary contact email",
+ "String labelAlign" : "top",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Boolean allowBlank" : true,
+ "String name" : "firstname",
+ "xtype" : "Input",
+ "string fieldLabel" : "First Name",
+ "String labelAlign" : "top",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Boolean allowBlank" : true,
+ "String name" : "lastname",
+ "xtype" : "Input",
+ "string fieldLabel" : "Last Name",
+ "String labelAlign" : "top",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Boolean allowBlank" : true,
+ "String name" : "phone",
+ "xtype" : "Input",
+ "string fieldLabel" : "Phone",
+ "String labelAlign" : "top",
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.dialog.hide();\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Cancel",
+ "String style" : "float: right; margin: 10px;",
+ "* prop" : "buttons[]"
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.option = {};\n _this.option.params = {};\n \n var fund_name = _this.form.findField('fund_name').getValue();\n var email = _this.form.findField('email').getValue();\n var account_type = _this.form.findField('type').getValue(); \n var firstname = _this.form.findField('firstname').getValue(); \n var lastname = _this.form.findField('lastname').getValue(); \n var phone = _this.form.findField('phone').getValue(); \n \n if(fund_name!=''){\n _this.option.params.fund_name = fund_name;\n }\n\n if(email!=''){\n _this.option.params.email = email;\n }\n\n if(account_type!=''){\n _this.option.params.account_type = account_type;\n }\n\n if(phone!=''){\n _this.option.params.phone = phone;\n }\n\n if(firstname!=''){\n _this.option.params.firstname = firstname;\n }\n\n\n if(lastname!=''){\n _this.option.params.lastname = lastname;\n }\n\n\n\n if (_this.callback) {\n _this.callback.call(this, _this.option); \n console.log(_this.option);\n }\n \n _this.dialog.hide({});\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Search",
+ "String style" : "float: right; margin: 10px;",
+ "* prop" : "buttons[]"
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaInvestorSearch= function() {}
+Roo.apply(Pman.Dialog.CobaInvestorSearch.prototype, {
+
+ _strings : {
+ '77587239bf4c54ea493c7033e1dbf636' :"Last Name",
+ '13348442cc6a27032d2b4aa28b75a5d3' :"Search",
+ 'e5676ba19f12f141c9d199c36ee5fde6' :"please select the fund related to the investor",
+ 'bcc254b55c4a1babdf1dcb82c207506b' :"Phone",
+ '0715d4a63b8542504b1b1b2af082240e' :"Search Investor",
+ 'ea4788705e6873b424c65e91c2846b19' :"Cancel",
+ 'ae9e6ac49d4f451b1ebf440619f595b5' :"please select the type of the investor",
+ 'c1098dd48f0fb20eeea79235055d02ca' :"Fund",
+ 'a1fa27779242b4902f7ae3bdd5c6d508' :"Type",
+ 'bc910f8bdf70f29374f496f05be0330c' :"First Name",
+ 'e456949630edb405fba2217ddeef7f3c' :"Primary contact email"
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ cls : 'enable-overflow',
+ title : _this._strings['0715d4a63b8542504b1b1b2af082240e'] /* Search Investor */,
+ listeners : {
+ render : function (_self)
+ {
+ _this.option = {};
+ _this.option.params = {};
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ buttons : [
+ {
+ xtype : 'Button',
+ html : _this._strings['ea4788705e6873b424c65e91c2846b19'] /* Cancel */,
+ style : 'float: right; margin: 10px;',
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.dialog.hide();
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['13348442cc6a27032d2b4aa28b75a5d3'] /* Search */,
+ style : 'float: right; margin: 10px;',
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.option = {};
+ _this.option.params = {};
+
+ var fund_name = _this.form.findField('fund_name').getValue();
+ var email = _this.form.findField('email').getValue();
+ var account_type = _this.form.findField('type').getValue();
+ var firstname = _this.form.findField('firstname').getValue();
+ var lastname = _this.form.findField('lastname').getValue();
+ var phone = _this.form.findField('phone').getValue();
+
+ if(fund_name!=''){
+ _this.option.params.fund_name = fund_name;
+ }
+
+ if(email!=''){
+ _this.option.params.email = email;
+ }
+
+ if(account_type!=''){
+ _this.option.params.account_type = account_type;
+ }
+
+ if(phone!=''){
+ _this.option.params.phone = phone;
+ }
+
+ if(firstname!=''){
+ _this.option.params.firstname = firstname;
+ }
+
+
+ if(lastname!=''){
+ _this.option.params.lastname = lastname;
+ }
+
+
+
+ if (_this.callback) {
+ _this.callback.call(this, _this.option);
+ console.log(_this.option);
+ }
+
+ _this.dialog.hide({});
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ],
+ items : [
+ {
+ xtype : 'Form',
+ listeners : {
+ render : function (_self)
+ {
+ _this.form = _self;
+ },
+ show : function (_self)
+ {
+ if(_this.fund_name) {
+ _this.fund_name.store.load({});
+ }
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'ComboBox',
+ allowBlank : true,
+ displayField : 'value',
+ editable : false,
+ fieldLabel : _this._strings['a1fa27779242b4902f7ae3bdd5c6d508'] /* Type */,
+ labelAlign : 'top',
+ name : 'type',
+ placeholder : _this._strings['ae9e6ac49d4f451b1ebf440619f595b5'] /* please select the type of the investor */,
+ triggerAction : 'all',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ store : {
+ xtype : 'SimpleStore',
+ data : [
+ ['individual', 'Individual'],
+ ['corporate', 'Corporate'],
+ ['joint', 'Joint']
+ ],
+ fields : [ 'code', 'value' ],
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ }
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'ComboBox',
+ allowBlank : true,
+ displayField : 'name',
+ editable : false,
+ fieldLabel : _this._strings['c1098dd48f0fb20eeea79235055d02ca'] /* Fund */,
+ labelAlign : 'top',
+ name : 'fund_name',
+ placeholder : _this._strings['e5676ba19f12f141c9d199c36ee5fde6'] /* please select the fund related to the investor */,
+ triggerAction : 'all',
+ listeners : {
+ render : function (_self)
+ {
+ _this.fund_name = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ store : {
+ xtype : 'Store',
+ xns : Roo.data,
+ '|xns' : 'Roo.data',
+ proxy : {
+ xtype : 'HttpProxy',
+ method : 'GET',
+ url : baseURL + '/Roo/Modx_accountmgmts',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ },
+ reader : {
+ xtype : 'JsonReader',
+ fields : [{'name':'name','type':'string'},{'name':'id',type:'string'}],
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ }
+ }
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ allowBlank : true,
+ fieldLabel : _this._strings['e456949630edb405fba2217ddeef7f3c'] /* Primary contact email */,
+ labelAlign : 'top',
+ name : 'email',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ allowBlank : true,
+ fieldLabel : _this._strings['bc910f8bdf70f29374f496f05be0330c'] /* First Name */,
+ labelAlign : 'top',
+ name : 'firstname',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ allowBlank : true,
+ fieldLabel : _this._strings['77587239bf4c54ea493c7033e1dbf636'] /* Last Name */,
+ labelAlign : 'top',
+ name : 'lastname',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ allowBlank : true,
+ fieldLabel : _this._strings['bcc254b55c4a1babdf1dcb82c207506b'] /* Phone */,
+ labelAlign : 'top',
+ name : 'phone',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ } );
+ }
+});
+Roo.apply(Pman.Dialog.CobaInvestorSearch, Pman.Dialog.CobaInvestorSearch.prototype);
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaInvestorViewDocument",
+ "parent" : "",
+ "title" : "View",
+ "path" : "/home/edward/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaInvestorViewDocument.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "d3d2e617335f08df83599665eef8a418" : "Close",
+ "e8e7ffc6c93c719011760eefa8b92621" : "Download Original",
+ "91fe4cf4aa01a04fe3cc52827c526097" : "View Document"
+ },
+ "items" : [
+ {
+ "listeners" : {
+ "show" : "function (_self)\n{\n if(typeof(_this.data.file) == 'undefined' || _this.data.file.id * 1 < 1){\n _this.dialog.hide();\n return;\n }\n \n var width = _this.viewer.thumbEl.getWidth();\n \n var files = [\n baseURL +'/Images/Thumb/' + width + '/' + _this.data.file.id + '/' + _this.data.file.filename\n ];\n \n if(_this.data.file.no_of_pages * 1 > 1){\n \n files = [];\n \n for ( var i = 1; i <= _this.data.file.no_of_pages * 1; i++){\n files.push(baseURL +'/Images/Thumb/' + width + '/' + _this.data.file.id + '/' + _this.data.file.filename + '?page=' + i);\n }\n \n }\n \n window.addEventListener(\"resize\", _this.viewer.resize);\n \n _this.viewer.files = files;\n \n _this.viewer.initial();\n \n _this.viewer.resize();\n \n}"
+ },
+ "String cls" : "enable-overflow document-slider-dialog",
+ "Boolean allow_close" : false,
+ "xtype" : "Modal",
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "View Document",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "Number xs" : 12,
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.viewer = this;\n \n this.el.setVisibilityMode(Roo.Element.DISPLAY);\n \n}"
+ },
+ "| function resize" : "function() \n{ \n var view_height = Roo.lib.Dom.getViewHeight();\n \n var dialog_margins = _this.dialog.dialogEl.getMargins();\n \n var dialog_header = _this.dialog.headerEl.getHeight();\n\n var dialog_footer = _this.dialog.footerEl.getHeight();\n \n var dialog_usage = dialog_margins.top + dialog_margins.bottom + dialog_header + dialog_footer;\n\n var available_height = view_height - dialog_usage - _this.viewer.headerEl.getHeight();;\n \n _this.viewer.bodyEl.setHeight(available_height);\n \n}",
+ "xtype" : "DocumentSlider",
+ "$ xns" : "Roo.bootstrap",
+ "bool showTrash" : false
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n if(typeof(_this.data.file) == 'undefined' || _this.data.file.id * 1 < 1){\n return;\n }\n \n new Pman.Download({\n url: baseURL + '/Images/Download/' + _this.data.file.id\n });\n \n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Download Original",
+ "* prop" : "buttons[]"
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.dialog.hide();\n}"
+ },
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Close",
+ "* prop" : "buttons[]"
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaInvestorViewDocument= function() {}
+Roo.apply(Pman.Dialog.CobaInvestorViewDocument.prototype, {
+
+ _strings : {
+ 'd3d2e617335f08df83599665eef8a418' :"Close",
+ 'e8e7ffc6c93c719011760eefa8b92621' :"Download Original",
+ '91fe4cf4aa01a04fe3cc52827c526097' :"View Document"
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ allow_close : false,
+ cls : 'enable-overflow document-slider-dialog',
+ title : _this._strings['91fe4cf4aa01a04fe3cc52827c526097'] /* View Document */,
+ listeners : {
+ show : function (_self)
+ {
+ if(typeof(_this.data.file) == 'undefined' || _this.data.file.id * 1 < 1){
+ _this.dialog.hide();
+ return;
+ }
+
+ var width = _this.viewer.thumbEl.getWidth();
+
+ var files = [
+ baseURL +'/Images/Thumb/' + width + '/' + _this.data.file.id + '/' + _this.data.file.filename
+ ];
+
+ if(_this.data.file.no_of_pages * 1 > 1){
+
+ files = [];
+
+ for ( var i = 1; i <= _this.data.file.no_of_pages * 1; i++){
+ files.push(baseURL +'/Images/Thumb/' + width + '/' + _this.data.file.id + '/' + _this.data.file.filename + '?page=' + i);
+ }
+
+ }
+
+ window.addEventListener("resize", _this.viewer.resize);
+
+ _this.viewer.files = files;
+
+ _this.viewer.initial();
+
+ _this.viewer.resize();
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ buttons : [
+ {
+ xtype : 'Button',
+ html : _this._strings['e8e7ffc6c93c719011760eefa8b92621'] /* Download Original */,
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ if(typeof(_this.data.file) == 'undefined' || _this.data.file.id * 1 < 1){
+ return;
+ }
+
+ new Pman.Download({
+ url: baseURL + '/Images/Download/' + _this.data.file.id
+ });
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['d3d2e617335f08df83599665eef8a418'] /* Close */,
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.dialog.hide();
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ],
+ items : [
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xs : 12,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'DocumentSlider',
+ resize : function()
+ {
+ var view_height = Roo.lib.Dom.getViewHeight();
+
+ var dialog_margins = _this.dialog.dialogEl.getMargins();
+
+ var dialog_header = _this.dialog.headerEl.getHeight();
+
+ var dialog_footer = _this.dialog.footerEl.getHeight();
+
+ var dialog_usage = dialog_margins.top + dialog_margins.bottom + dialog_header + dialog_footer;
+
+ var available_height = view_height - dialog_usage - _this.viewer.headerEl.getHeight();;
+
+ _this.viewer.bodyEl.setHeight(available_height);
+
+ },
+ showTrash : false,
+ listeners : {
+ render : function (_self)
+ {
+ _this.viewer = this;
+
+ this.el.setVisibilityMode(Roo.Element.DISPLAY);
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ } );
+ }
+});
+Roo.apply(Pman.Dialog.CobaInvestorViewDocument, Pman.Dialog.CobaInvestorViewDocument.prototype);
--- /dev/null
+{
+ "name" : "Pman.Dialog.CobaLexisNexisReject",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/edward/gitlive/web.coba/Pman/Coba/Pman.Dialog.CobaLexisNexisReject.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "faaa46e5416608c7bd60089125d8ad37" : "explain why you do not think this match is relivant - please quote from the text if necessary.",
+ "6bb61e3b7bce0931da574d19d1d82c88" : "-1",
+ "ea4788705e6873b424c65e91c2846b19" : "Cancel",
+ "1556cbebad269b3687e8b7265acd8530" : "Please explain why this match is not relivant",
+ "e0aa021e21dddbd6d8cecec71e9cf564" : "OK"
+ },
+ "items" : [
+ {
+ "listeners" : {
+ "show" : "function (_self)\n{\n window.addEventListener(\"resize\", _this.lexis_nexis_frame.resize);\n \n _this.lexis_nexis_frame.resize();\n \n var url = 'about:blank';\n \n if(_this.data.id * 1 > 0){\n url = baseURL + '/Coba/Reports/LexisNexisDetail/' + _this.data.id;\n }\n \n _this.lexis_nexis_frame.el.dom.src = url;\n}"
+ },
+ "String cls" : "enable-overflow",
+ "xtype" : "Modal",
+ "Boolean fitwindow" : true,
+ "$ xns" : "Roo.bootstrap",
+ "String title" : "Please explain why this match is not relivant",
+ "items" : [
+ {
+ "listeners" : {
+ "actionfailed" : "function (_self, action)\n{\n Roo.log(action);\n \n var err = 'Please Correct all the errors in red';\n \n if (\n typeof(action) != 'undefined' && \n (\n action.failureType == 'server' ||\n action.failureType == 'load'\n )\n ) {\n err = action.result.errorMsg;\n }\n \n Roo.bootstrap.MessageBox.alert('Error', err);\n return;\n \n}",
+ "actioncomplete" : "function (_self, action)\n{\n if(action.type == 'setdata'){\n \n return;\n }\n\n\n if (action.type =='submit') {\n \n _this.dialog.hide();\n \n if (_this.callback) {\n _this.callback.call(_this, action.result);\n }\n \n _this.form.reset();\n \n return;\n }\n\n}",
+ "render" : "function (_self)\n{\n _this.form = _self;\n}"
+ },
+ "$ url" : "baseURL+'/Roo/Coba_investor_lexis_results'",
+ "xtype" : "Form",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin:15px;",
+ "String method" : "POST",
+ "Boolean loadMask" : false,
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "Boolean allowBlank" : false,
+ "String name" : "reason",
+ "xtype" : "TextArea",
+ "string placeholder" : "explain why you do not think this match is relivant - please quote from the text if necessary.",
+ "Number rows" : 2,
+ "$ xns" : "Roo.bootstrap"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin-top: 15px;",
+ "items" : [
+ {
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.lexis_nexis_frame = this;\n \n}"
+ },
+ "String tag" : "iframe",
+ "| function resize" : "function() \n{ \n var height = _this.dialog.bodyEl.getHeight(true);\n \n var reason_height = _this.form.findField('reason').el.getHeight();\n \n _this.lexis_nexis_frame.el.setHeight(height - reason_height);\n \n}",
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "width:100%;border:none;"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "String name" : "id",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "String name" : "status",
+ "xtype" : "Input",
+ "String inputType" : "hidden",
+ "$ xns" : "Roo.bootstrap",
+ "string value" : "-1"
+ }
+ ]
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.dialog.hide();\n}"
+ },
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Cancel",
+ "* prop" : "buttons[]"
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n _this.form.doAction('submit');\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "OK",
+ "* prop" : "buttons[]"
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Dialog');
+
+Pman.Dialog.CobaLexisNexisReject= function() {}
+Roo.apply(Pman.Dialog.CobaLexisNexisReject.prototype, {
+
+ _strings : {
+ 'faaa46e5416608c7bd60089125d8ad37' :"explain why you do not think this match is relivant - please quote from the text if necessary.",
+ '6bb61e3b7bce0931da574d19d1d82c88' :"-1",
+ 'ea4788705e6873b424c65e91c2846b19' :"Cancel",
+ '1556cbebad269b3687e8b7265acd8530' :"Please explain why this match is not relivant",
+ 'e0aa021e21dddbd6d8cecec71e9cf564' :"OK"
+ },
+
+ dialog : false,
+ callback: false,
+
+ show : function(data, cb)
+ {
+ if (!this.dialog) {
+ this.create();
+ }
+
+ this.callback = cb;
+ this.data = data;
+ this.dialog.show(this.data._el);
+ if (this.form) {
+ this.form.reset();
+ this.form.setValues(data);
+ this.form.fireEvent('actioncomplete', this.form, { type: 'setdata', data: data });
+ }
+
+ },
+
+ create : function()
+ {
+ var _this = this;
+ this.dialog = Roo.factory({
+ xtype : 'Modal',
+ cls : 'enable-overflow',
+ fitwindow : true,
+ title : _this._strings['1556cbebad269b3687e8b7265acd8530'] /* Please explain why this match is not relivant */,
+ listeners : {
+ show : function (_self)
+ {
+ window.addEventListener("resize", _this.lexis_nexis_frame.resize);
+
+ _this.lexis_nexis_frame.resize();
+
+ var url = 'about:blank';
+
+ if(_this.data.id * 1 > 0){
+ url = baseURL + '/Coba/Reports/LexisNexisDetail/' + _this.data.id;
+ }
+
+ _this.lexis_nexis_frame.el.dom.src = url;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ buttons : [
+ {
+ xtype : 'Button',
+ html : _this._strings['ea4788705e6873b424c65e91c2846b19'] /* Cancel */,
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.dialog.hide();
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['e0aa021e21dddbd6d8cecec71e9cf564'] /* OK */,
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+ _this.form.doAction('submit');
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ],
+ items : [
+ {
+ xtype : 'Form',
+ loadMask : false,
+ method : 'POST',
+ style : 'margin:15px;',
+ url : baseURL+'/Roo/Coba_investor_lexis_results',
+ listeners : {
+ actioncomplete : function (_self, action)
+ {
+ if(action.type == 'setdata'){
+
+ return;
+ }
+
+
+ if (action.type =='submit') {
+
+ _this.dialog.hide();
+
+ if (_this.callback) {
+ _this.callback.call(_this, action.result);
+ }
+
+ _this.form.reset();
+
+ return;
+ }
+
+ },
+ actionfailed : function (_self, action)
+ {
+ Roo.log(action);
+
+ var err = 'Please Correct all the errors in red';
+
+ if (
+ typeof(action) != 'undefined' &&
+ (
+ action.failureType == 'server' ||
+ action.failureType == 'load'
+ )
+ ) {
+ err = action.result.errorMsg;
+ }
+
+ Roo.bootstrap.MessageBox.alert('Error', err);
+ return;
+
+ },
+ render : function (_self)
+ {
+ _this.form = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'TextArea',
+ allowBlank : false,
+ name : 'reason',
+ placeholder : _this._strings['faaa46e5416608c7bd60089125d8ad37'] /* explain why you do not think this match is relivant - please quote from the text if necessary. */,
+ rows : 2,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Row',
+ style : 'margin-top: 15px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Element',
+ resize : function()
+ {
+ var height = _this.dialog.bodyEl.getHeight(true);
+
+ var reason_height = _this.form.findField('reason').el.getHeight();
+
+ _this.lexis_nexis_frame.el.setHeight(height - reason_height);
+
+ },
+ style : 'width:100%;border:none;',
+ tag : 'iframe',
+ listeners : {
+ render : function (_self)
+ {
+ _this.lexis_nexis_frame = this;
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'id',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Input',
+ inputType : 'hidden',
+ name : 'status',
+ value : _this._strings['6bb61e3b7bce0931da574d19d1d82c88'] /* -1 */,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ } );
+ }
+});
+Roo.apply(Pman.Dialog.CobaLexisNexisReject, Pman.Dialog.CobaLexisNexisReject.prototype);
--- /dev/null
+{
+ "name" : "Pman.Dialog.FundManagerEdit",
+ "parent" : "",
+ "title" : "",
+ "path" : "/home/johns/gitlive/web.coba/Pman/Coba/Pman.Dialog.FundManagerEdit.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "items" : [
+ ]
+}
\ No newline at end of file
--- /dev/null
+{
+ "name" : "Pman.Tab.Coba",
+ "parent" : "Pman.Tab",
+ "title" : "",
+ "path" : "/home/khlau/gitlive/web.coba/Pman/Coba/Pman.Tab.Coba.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "c86da96c0a7fe822201f7847c7ad09f2" : "Coba"
+ },
+ "items" : [
+ {
+ "xtype" : "Nest",
+ "String region" : "center",
+ "$ xns" : "Roo.bootstrap.panel",
+ "String title" : "Coba",
+ "items" : [
+ {
+ "xtype" : "Border",
+ "$ xns" : "Roo.bootstrap.layout",
+ "* prop" : "layout",
+ "items" : [
+ {
+ "String tabPosition" : "top",
+ "xtype" : "Region",
+ "$ xns" : "Roo.bootstrap.layout",
+ "* prop" : "center"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Tab');
+
+Pman.Tab.Coba = new Roo.XComponent({
+
+ _strings : {
+ 'c86da96c0a7fe822201f7847c7ad09f2' :"Coba"
+ },
+
+ part : ["Coba", "Coba" ],
+ order : '001-Pman.Tab.Coba',
+ region : 'center',
+ parent : 'Pman.Tab',
+ name : "unnamed module",
+ disabled : false,
+ permname : '',
+ _tree : function(_data)
+ {
+ var _this = this;
+ var MODULE = this;
+ return {
+ xtype : 'Nest',
+ region : 'center',
+ title : _this._strings['c86da96c0a7fe822201f7847c7ad09f2'] /* Coba */,
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ layout : {
+ xtype : 'Border',
+ xns : Roo.bootstrap.layout,
+ '|xns' : 'Roo.bootstrap.layout',
+ center : {
+ xtype : 'Region',
+ tabPosition : 'top',
+ xns : Roo.bootstrap.layout,
+ '|xns' : 'Roo.bootstrap.layout'
+ }
+ }
+ }; }
+});
--- /dev/null
+{
+ "name" : "Pman.Tab.CobaFundManager",
+ "parent" : "Pman.Tab.Coba",
+ "title" : "",
+ "path" : "/home/johns/gitlive/web.coba/Pman/Coba/Pman.Tab.CobaFundManager.bjs",
+ "permname" : "",
+ "modOrder" : "002",
+ "strings" : {
+ "cdb6b6bab1fd18b9dbfe3fb84a5d34ae" : "<i class=\"fa fa-search\"></i>",
+ "b718adec73e04ce3ec720dd11a06a308" : "ID",
+ "f9a6fb555aa3dd3b3fa8fa13420075a2" : "Fund Manager",
+ "fd5293a712d172f5c556a83c62d44bd6" : "<i class=\"fa fa-plus\"></i> Add",
+ "4d3d769b812b6faa6b76e1a8abaece2d" : "Active",
+ "2efbd104fbdac27979de616938992e78" : "Fund Code",
+ "422918621aa6642c26d5ee9222765ddf" : "Fund Name"
+ },
+ "items" : [
+ {
+ "listeners" : {
+ "activate" : "function (_self)\n{\n if(_this.table) {\n \n _this.table.footer.onClick('first');\n \n }\n \n /*\n if(_this.delete_btn) {\n if(Pman.Login.authUser.groups.indexOf(\"Administrators\") >=0) {\n _this.delete_btn.show();\n } else {\n _this.delete_btn.hide();\n }\n }\n */\n} "
+ },
+ "xtype" : "Grid",
+ "Boolean fitToFrame" : true,
+ "string fitContainer" : true,
+ "$ xns" : "Roo.bootstrap.panel",
+ "String region" : "center",
+ "String title" : "Fund Manager",
+ "Boolean autoScroll" : true,
+ "Boolean background" : false,
+ "Boolean closable" : false,
+ "items" : [
+ {
+ "listeners" : {
+ "rowdblclick" : "function (_self, el, rowIndex, e)\n{\n /*\n if (!Pman.Dialog.CobaInvestorModify) {\n return;\n }\n \n var row = _this.table.store.getAt(rowIndex);\n \n Pman.Dialog.CobaInvestorModify.show( {id : row.data.id}, function() {\n _this.table.footer.onClick('refresh');\n });\n */\n\n}",
+ "render" : "function (_self)\n{\n _this.table = this;\n}"
+ },
+ "Boolean footerShow" : true,
+ "String cls" : "table-fixed",
+ "boolean hover" : true,
+ "xtype" : "Table",
+ "boolean responsive" : true,
+ "Boolean rowSelection" : true,
+ "$ xns" : "Roo.bootstrap",
+ "Boolean loadMask" : true,
+ "* prop" : "grid",
+ "items" : [
+ {
+ "listeners" : {
+ "beforeload" : "function (_self, o)\n{\n o.params = o.params || {};\n \n \n /*\n o.params._with_status= 1;\n o.params.deleted_by = 0;\n // o.params.limit = _this.table.footer.pageSize *1; \n \n var filter = _this.form.findField('search_filter').getValue(); \n if(filter !='') {\n o.params._search_filter = filter;\n }\n */\n\n}"
+ },
+ "$ Object sortInfo" : "{field: 'name', direction: 'ASC'}",
+ "xtype" : "Store",
+ "boolean remoteSort" : true,
+ "$ xns" : "Roo.data",
+ "* prop" : "store",
+ "items" : [
+ {
+ "xtype" : "HttpProxy",
+ "$ xns" : "Roo.data",
+ "String method" : "GET",
+ "* prop" : "proxy",
+ "$ String url" : "baseURL + '/Roo/Modx_accountmgmts'"
+ },
+ {
+ "$ Array fields" : "[\n {\n 'name': 'id',\n 'type': 'int'\n },\n {\n 'name': 'isin_code',\n 'type': 'string'\n },\n {\n 'name': 'name',\n 'type': 'string'\n },\n {\n 'name': 'is_active',\n 'type': 'int'\n }\n]\n",
+ "xtype" : "JsonReader",
+ "$ xns" : "Roo.data",
+ "String id" : "id",
+ "* prop" : "reader",
+ "String totalProperty" : "total"
+ }
+ ]
+ },
+ {
+ "String header" : "ID",
+ "String dataIndex" : "id",
+ "Number md" : 3,
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : true,
+ "* prop" : "cm[]"
+ },
+ {
+ "String header" : "Fund Code",
+ "String dataIndex" : "isin_code",
+ "Number md" : 3,
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : true,
+ "* prop" : "cm[]"
+ },
+ {
+ "String header" : "Fund Name",
+ "String dataIndex" : "name",
+ "Number md" : 3,
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : true,
+ "* prop" : "cm[]"
+ },
+ {
+ "String header" : "Active",
+ "String dataIndex" : "is_active",
+ "Number md" : 3,
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : true,
+ "* prop" : "cm[]"
+ },
+ {
+ "Number pageSize" : 15,
+ "xtype" : "PagingToolbar",
+ "$ xns" : "Roo.bootstrap",
+ "* prop" : "footer"
+ }
+ ]
+ },
+ {
+ "xtype" : "NavSimplebar",
+ "$ xns" : "Roo.bootstrap",
+ "* prop" : "toolbar",
+ "items" : [
+ {
+ "xtype" : "NavGroup",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "width: 100%",
+ "items" : [
+ {
+ "xtype" : "NavItem",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "width: 100%;",
+ "items" : [
+ {
+ "xtype" : "Container",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "width: 100%;",
+ "items" : [
+ {
+ "xtype" : "Row",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "padding: 10px;",
+ "items" : [
+ {
+ "Number md" : 2,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Input",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "<i class=\"fa fa-search\"></i>",
+ "* prop" : "after"
+ }
+ ]
+ }
+ ]
+ },
+ {
+ "Number md" : 7,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap"
+ },
+ {
+ "Number md" : 3,
+ "xtype" : "Column",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "ButtonGroup",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "float: right",
+ "items" : [
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n Pman.Dialog.CobaFundManagerEdit.show({});\n}"
+ },
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "<i class=\"fa fa-plus\"></i> Add"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Tab');
+
+Pman.Tab.CobaFundManager = new Roo.XComponent({
+
+ _strings : {
+ 'cdb6b6bab1fd18b9dbfe3fb84a5d34ae' :"<i class=\"fa fa-search\"></i>",
+ 'b718adec73e04ce3ec720dd11a06a308' :"ID",
+ 'f9a6fb555aa3dd3b3fa8fa13420075a2' :"Fund Manager",
+ 'fd5293a712d172f5c556a83c62d44bd6' :"<i class=\"fa fa-plus\"></i> Add",
+ '4d3d769b812b6faa6b76e1a8abaece2d' :"Active",
+ '2efbd104fbdac27979de616938992e78' :"Fund Code",
+ '422918621aa6642c26d5ee9222765ddf' :"Fund Name"
+ },
+
+ part : ["Coba", "FundManager" ],
+ order : '002-Pman.Tab.CobaFundManager',
+ region : 'center',
+ parent : 'Pman.Tab.Coba',
+ name : "unnamed module",
+ disabled : false,
+ permname : '',
+ _tree : function(_data)
+ {
+ var _this = this;
+ var MODULE = this;
+ return {
+ xtype : 'Grid',
+ autoScroll : true,
+ background : false,
+ closable : false,
+ fitContainer : true,
+ fitToFrame : true,
+ region : 'center',
+ title : _this._strings['f9a6fb555aa3dd3b3fa8fa13420075a2'] /* Fund Manager */,
+ listeners : {
+ activate : function (_self)
+ {
+ if(_this.table) {
+
+ _this.table.footer.onClick('first');
+
+ }
+
+ /*
+ if(_this.delete_btn) {
+ if(Pman.Login.authUser.groups.indexOf("Administrators") >=0) {
+ _this.delete_btn.show();
+ } else {
+ _this.delete_btn.hide();
+ }
+ }
+ */
+ }
+ },
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ toolbar : {
+ xtype : 'NavSimplebar',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'NavGroup',
+ style : 'width: 100%',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'NavItem',
+ style : 'width: 100%;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Container',
+ style : 'width: 100%;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Row',
+ style : 'padding: 10px;',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Column',
+ md : 2,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ after : {
+ xtype : 'Button',
+ html : _this._strings['cdb6b6bab1fd18b9dbfe3fb84a5d34ae'] /* <i class="fa fa-search"></i> */,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ }
+ ]
+ },
+ {
+ xtype : 'Column',
+ md : 7,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Column',
+ md : 3,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'ButtonGroup',
+ style : 'float: right',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Button',
+ html : _this._strings['fd5293a712d172f5c556a83c62d44bd6'] /* <i class="fa fa-plus"></i> Add */,
+ listeners : {
+ click : function (_self, e)
+ {
+ Pman.Dialog.CobaFundManagerEdit.show({});
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ grid : {
+ xtype : 'Table',
+ cls : 'table-fixed',
+ footerShow : true,
+ hover : true,
+ loadMask : true,
+ responsive : true,
+ rowSelection : true,
+ listeners : {
+ render : function (_self)
+ {
+ _this.table = this;
+ },
+ rowdblclick : function (_self, el, rowIndex, e)
+ {
+ /*
+ if (!Pman.Dialog.CobaInvestorModify) {
+ return;
+ }
+
+ var row = _this.table.store.getAt(rowIndex);
+
+ Pman.Dialog.CobaInvestorModify.show( {id : row.data.id}, function() {
+ _this.table.footer.onClick('refresh');
+ });
+ */
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ footer : {
+ xtype : 'PagingToolbar',
+ pageSize : 15,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ store : {
+ xtype : 'Store',
+ remoteSort : true,
+ sortInfo : {field: 'name', direction: 'ASC'},
+ listeners : {
+ beforeload : function (_self, o)
+ {
+ o.params = o.params || {};
+
+
+ /*
+ o.params._with_status= 1;
+ o.params.deleted_by = 0;
+ // o.params.limit = _this.table.footer.pageSize *1;
+
+ var filter = _this.form.findField('search_filter').getValue();
+ if(filter !='') {
+ o.params._search_filter = filter;
+ }
+ */
+
+ }
+ },
+ xns : Roo.data,
+ '|xns' : 'Roo.data',
+ proxy : {
+ xtype : 'HttpProxy',
+ method : 'GET',
+ url : baseURL + '/Roo/Modx_accountmgmts',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ },
+ reader : {
+ xtype : 'JsonReader',
+ fields : [
+ {
+ 'name': 'id',
+ 'type': 'int'
+ },
+ {
+ 'name': 'isin_code',
+ 'type': 'string'
+ },
+ {
+ 'name': 'name',
+ 'type': 'string'
+ },
+ {
+ 'name': 'is_active',
+ 'type': 'int'
+ }
+ ],
+ id : 'id',
+ totalProperty : 'total',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ }
+ },
+ cm : [
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'id',
+ header : _this._strings['b718adec73e04ce3ec720dd11a06a308'] /* ID */,
+ md : 3,
+ sortable : true,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'isin_code',
+ header : _this._strings['2efbd104fbdac27979de616938992e78'] /* Fund Code */,
+ md : 3,
+ sortable : true,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'name',
+ header : _this._strings['422918621aa6642c26d5ee9222765ddf'] /* Fund Name */,
+ md : 3,
+ sortable : true,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'is_active',
+ header : _this._strings['4d3d769b812b6faa6b76e1a8abaece2d'] /* Active */,
+ md : 3,
+ sortable : true,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ }
+ ]
+ }
+ }; }
+});
--- /dev/null
+{
+ "name" : "Pman.Tab.CobaInvestorModifyOverview",
+ "parent" : "Pman.Dialog.CobaInvestorModify",
+ "title" : "",
+ "path" : "/home/johns/gitlive/web.coba/Pman/Coba/Pman.Tab.CobaInvestorModifyOverview.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "items" : [
+ {
+ "xtype" : "Body",
+ "$ xns" : "Roo.bootstrap",
+ "string name" : "tabtab",
+ "$ string region" : "center"
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Tab');
+
+Pman.Tab.CobaInvestorModifyOverview = new Roo.XComponent({
+
+
+
+ part : ["Coba", "InvestorModifyOverview" ],
+ order : '001-Pman.Tab.CobaInvestorModifyOverview',
+ region : 'center',
+ parent : 'Pman.Dialog.CobaInvestorModify',
+ name : "unnamed module",
+ disabled : false,
+ permname : '',
+ _tree : function(_data)
+ {
+ var _this = this;
+ var MODULE = this;
+ return {
+ xtype : 'Body',
+ name : 'tabtab',
+ region : center,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }; }
+});
--- /dev/null
+{
+ "name" : "Pman.Tab.CobaInvestors",
+ "parent" : "Pman.Tab.Coba",
+ "title" : "",
+ "path" : "/home/edward/gitlive/web.coba/Pman/Coba/Pman.Tab.CobaInvestors.bjs",
+ "permname" : "",
+ "modOrder" : "001",
+ "strings" : {
+ "ce8ae9da5b7cd6c3df2929543a9af92d" : "Email",
+ "c55bb3f1897a02f7c3be32fc933b0e0c" : "Create Investor",
+ "801d0ba359252756108ad71d7032a67e" : "Investors",
+ "ec53a8c4f07baed5d8825072c89799be" : "Status",
+ "b718adec73e04ce3ec720dd11a06a308" : "ID",
+ "52c649c38236206862e79e77f735902d" : "Investment Advisor",
+ "bcc254b55c4a1babdf1dcb82c207506b" : "Phone",
+ "58c98266099a5f6f52e211870dd620d6" : "Delete Investor",
+ "679b01485de24a379e37b7023bd36116" : "Search for investor",
+ "e7b47c58815acf1d3afa59a84b5db7fb" : "Company Name",
+ "913ddd7613d305b4879b376adf3f798c" : "Import Investor",
+ "49ee3087348e8d44e1feda1917443987" : "Name",
+ "a1fa27779242b4902f7ae3bdd5c6d508" : "Type"
+ },
+ "items" : [
+ {
+ "listeners" : {
+ "activate" : "function (_self)\n{\n if(_this.table) {\n _this.table.footer.onClick('first');\n }\n \n if(_this.delete_btn) {\n if(Pman.Login.authUser.groups.indexOf(\"Administrators\") >=0) {\n _this.delete_btn.show();\n } else {\n _this.delete_btn.hide();\n }\n }\n \n} "
+ },
+ "xtype" : "Grid",
+ "Boolean fitToFrame" : true,
+ "$ xns" : "Roo.bootstrap.panel",
+ "String region" : "center",
+ "String title" : "Investors",
+ "Boolean autoScroll" : true,
+ "Boolean closable" : false,
+ "items" : [
+ {
+ "listeners" : {
+ "rowdblclick" : "function (_self, el, rowIndex, e)\n{\n if (!Pman.Dialog.CobaInvestorModify) {\n return;\n }\n \n var row = _this.table.store.getAt(rowIndex);\n \n Pman.Dialog.CobaInvestorModify.show( {id : row.data.id}, function() {\n _this.table.footer.onClick('refresh');\n });\n \n\n}",
+ "render" : "function (_self)\n{\n _this.table = this;\n}"
+ },
+ "Boolean footerShow" : true,
+ "String cls" : "table-fixed",
+ "boolean hover" : true,
+ "boolean striped" : false,
+ "xtype" : "Table",
+ "boolean responsive" : true,
+ "Boolean rowSelection" : true,
+ "$ xns" : "Roo.bootstrap",
+ "Boolean loadMask" : true,
+ "* prop" : "grid",
+ "items" : [
+ {
+ "listeners" : {
+ "beforeload" : "function (_self, o)\n{\n o.params = o.params || {};\n o.params._with_status= 1;\n o.params.deleted_by = 0;\n // o.params.limit = _this.table.footer.pageSize *1; \n \n var filter = _this.form.findField('search_filter').getValue(); \n if(filter !='') {\n o.params._search_filter = filter;\n }\n\n}"
+ },
+ "$ Object sortInfo" : "{field: 'full_name', direction: 'ASC'}",
+ "xtype" : "Store",
+ "boolean remoteSort" : true,
+ "$ xns" : "Roo.data",
+ "* prop" : "store",
+ "items" : [
+ {
+ "xtype" : "HttpProxy",
+ "$ xns" : "Roo.data",
+ "String method" : "GET",
+ "* prop" : "proxy",
+ "$ String url" : "baseURL + '/Roo/Ext_data'"
+ },
+ {
+ "$ Array fields" : "[\n {\n 'name': 'id',\n 'type': 'int'\n },\n {\n 'name': 'userdata_id',\n 'type': 'int'\n },\n {\n 'name': 'full_name',\n 'type': 'string'\n },\n {\n 'name': 'company_name',\n 'type': 'string'\n },\n {\n 'name': 'account_type',\n 'type': 'string'\n },\n {\n 'name': 'in_email',\n 'type': 'string'\n },\n {\n 'name': 'in_contact_number',\n 'type': 'string'\n },\n {\n 'name': 'investment_advisor_id_name',\n 'type': 'string'\n },\n {\n 'name': 'fund_name',\n 'type': 'string'\n },\n {\n 'name': 'is_submit',\n 'type': 'int'\n },\n {\n 'name': 'check_complete',\n 'type': 'string'\n },\n {\n 'name': 'is_missing_document',\n 'type': 'int'\n }\n]\n",
+ "xtype" : "JsonReader",
+ "$ xns" : "Roo.data",
+ "String id" : "id",
+ "* prop" : "reader",
+ "String totalProperty" : "total"
+ }
+ ]
+ },
+ {
+ "String header" : "ID",
+ "String dataIndex" : "userdata_id",
+ "Number width" : 50,
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : false,
+ "* prop" : "cm[]",
+ "Boolean hidden" : false
+ },
+ {
+ "String header" : "Name",
+ "String dataIndex" : "full_name",
+ "Number width" : 300,
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : false,
+ "* prop" : "cm[]",
+ "Boolean locked" : false
+ },
+ {
+ "String header" : "Company Name",
+ "String dataIndex" : "company_name",
+ "Number width" : 300,
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : false,
+ "* prop" : "cm[]",
+ "Boolean hidden" : true,
+ "Boolean locked" : false
+ },
+ {
+ "String header" : "Type",
+ "String dataIndex" : "account_type",
+ "Number width" : 100,
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : false,
+ "* prop" : "cm[]",
+ "Boolean locked" : false
+ },
+ {
+ "String header" : "Email",
+ "String dataIndex" : "in_email",
+ "Number width" : 300,
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "$ renderer" : "function (v) {\n return (v.length && v.indexOf('@') > 0 ) ? \n String.format('<a href=\"mailto:{0}\">{0}</a>',v) : v;\n \n }",
+ "Boolean sortable" : false,
+ "* prop" : "cm[]"
+ },
+ {
+ "String header" : "Phone",
+ "String dataIndex" : "in_contact_number",
+ "Number width" : 150,
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : false,
+ "* prop" : "cm[]"
+ },
+ {
+ "String header" : "Investment Advisor",
+ "String dataIndex" : "investment_advisor_id_name",
+ "Number width" : 150,
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : false,
+ "* prop" : "cm[]"
+ },
+ {
+ "String dataIndex" : "account_type",
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : false,
+ "* prop" : "cm[]",
+ "Boolean hidden" : true
+ },
+ {
+ "String dataIndex" : "fund_name",
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "Boolean sortable" : false,
+ "* prop" : "cm[]",
+ "Boolean hidden" : true
+ },
+ {
+ "String header" : "Status",
+ "String dataIndex" : "is_submit",
+ "Number width" : 300,
+ "xtype" : "ColumnModel",
+ "$ xns" : "Roo.grid",
+ "$ renderer" : "function(v,x,r) { \n\n if(v * 1 > 0) {\n \n /*\n * Submitted but missing the documents...\n */\n \n if(r.data.is_missing_document * 1 == 1){\n return String.format(\n '<i style=\"color:green;\" class=\"fa fa-check\"></i> <span style=\"color:green;\">Submitted</span>' +\n ' <i style=\"color:#941B0C;\" class=\"fa fa-times\"></i> Missing : Document'\n );\n }\n \n /*\n * Submitted and all documents have been upload...\n */\n \n return String.format(\n '<i style=\"color:green;\" class=\"fa fa-check\"></i> <span style=color:green;\">Submitted</span>'\n );\n }\n \n var fmt = '<i style=\"color:#941B0C;\" class=\"fa fa-times\"></i> Missing : {0}';\n \n if(!r.data.check_complete.length){\n fmt = 'Form Completed, but not Submitted';\n }\n \n return String.format(\n fmt, \n r.data.check_complete.split(',').join(', ')\n );\n }",
+ "Boolean sortable" : false,
+ "* prop" : "cm[]",
+ "Boolean locked" : false
+ },
+ {
+ "Number pageSize" : 15,
+ "xtype" : "PagingToolbar",
+ "$ xns" : "Roo.bootstrap",
+ "* prop" : "footer"
+ }
+ ]
+ },
+ {
+ "xtype" : "NavSimplebar",
+ "$ xns" : "Roo.bootstrap",
+ "* prop" : "toolbar",
+ "items" : [
+ {
+ "xtype" : "NavGroup",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "xtype" : "NavItem",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "float: left",
+ "items" : [
+ {
+ "listeners" : {
+ "click" : "function ()\n{\n if(Pman.Dialog.CobaInvestorCreate) {\n Pman.Dialog.CobaInvestorCreate.show({}, function() {\n if(_this.table){\n _this.table.footer.onClick('first');\n }\n });\n } \n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Create Investor",
+ "String style" : "margin:10px;"
+ },
+ {
+ "listeners" : {
+ "click" : "function (_self, e)\n{\n\n if(Pman.Dialog.CobaInvestorImport) {\n Pman.Dialog.CobaInvestorImport.show({}, function() {\n if(_this.table){\n _this.table.footer.onClick('last');\n }\n });\n } \n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Import Investor",
+ "String style" : "margin:10px;"
+ },
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.delete_btn=_self;\n}",
+ "click" : "function (_self, e)\n{\n\n var s = _this.table.selModel.getSelections();\n if (!s.length || (s.length > 1)) {\n Roo.bootstrap.MessageBox.alert(\"Error\", s.length ? \"Select only one Row\" : \"Select a Row\");\n return;\n }\n \n var sel = _this.table.getSelectionModel().getSelected();\n \n if(!sel){\n Roo.bootstrap.MessageBox.alert('Error', 'Please select a Investor');\n return;\n }\n \n if(sel.data.userdata_id * 1 < 1){\n Roo.bootstrap.MessageBox.alert('Error', 'The selected Investor is not editable');\n return;\n }\n \n var deleteIt = function()\n { \n new Pman.Request({\n url: baseURL + '/Roo/Ext_data',\n method: 'POST',\n params: {\n id : sel.data.id ,\n _is_delete:1\n },\n success: function(res){\n _this.table.footer.onClick('first'); \n return;\n }\n });\n }\n \n Roo.bootstrap.MessageBox.confirm('Confirm', 'Are you sure to delete the Investor?',function(ret) {\n //console.log(sel.data);\n if(ret == 'no'){\n return;\n }\n \n deleteIt();\n \n }, this);\n}"
+ },
+ "String weight" : "primary",
+ "xtype" : "Button",
+ "$ xns" : "Roo.bootstrap",
+ "String html" : "Delete Investor",
+ "String style" : "margin:10px;"
+ }
+ ]
+ },
+ {
+ "xtype" : "NavItem",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "float: right; width: 250px",
+ "items" : [
+ {
+ "xtype" : "Element",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "render" : "function (_self)\n{\n _this.form = _self;\n}"
+ },
+ "xtype" : "Form",
+ "$ xns" : "Roo.bootstrap",
+ "items" : [
+ {
+ "listeners" : {
+ "keyup" : "function (_self, e)\n{\n if(_self.keyCode == _self.ENTER) {\n /*\n options = {}\n options.params = {};\n options.params._with_status= 1;\n\n var filter = _this.search_filter.getValue(); \n if(filter !='') {\n options.params._search_filter = filter;\n }\n */\n \n if (_this.table) {\n //_this.table.store.load(options);\n _this.table.footer.onClick('first'); \n }\n \n }\n}",
+ "render" : "function (_self)\n{\n\n}"
+ },
+ "String name" : "search_filter",
+ "xtype" : "Input",
+ "string placeholder" : "Search for investor",
+ "String inputType" : "input",
+ "$ xns" : "Roo.bootstrap",
+ "String style" : "margin:10px;",
+ "string after" : "<i class=\"fa fa-search\" arian-hidden=\"true\"></i>"
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+}
\ No newline at end of file
--- /dev/null
+//<script type="text/javascript">
+
+// Auto generated file - created by app.Builder.js- do not edit directly (at present!)
+
+Roo.namespace('Pman.Tab');
+
+Pman.Tab.CobaInvestors = new Roo.XComponent({
+
+ _strings : {
+ 'ce8ae9da5b7cd6c3df2929543a9af92d' :"Email",
+ 'c55bb3f1897a02f7c3be32fc933b0e0c' :"Create Investor",
+ '801d0ba359252756108ad71d7032a67e' :"Investors",
+ 'ec53a8c4f07baed5d8825072c89799be' :"Status",
+ 'b718adec73e04ce3ec720dd11a06a308' :"ID",
+ '52c649c38236206862e79e77f735902d' :"Investment Advisor",
+ 'bcc254b55c4a1babdf1dcb82c207506b' :"Phone",
+ '58c98266099a5f6f52e211870dd620d6' :"Delete Investor",
+ '679b01485de24a379e37b7023bd36116' :"Search for investor",
+ 'e7b47c58815acf1d3afa59a84b5db7fb' :"Company Name",
+ '913ddd7613d305b4879b376adf3f798c' :"Import Investor",
+ '49ee3087348e8d44e1feda1917443987' :"Name",
+ 'a1fa27779242b4902f7ae3bdd5c6d508' :"Type"
+ },
+
+ part : ["Coba", "Investors" ],
+ order : '001-Pman.Tab.CobaInvestors',
+ region : 'center',
+ parent : 'Pman.Tab.Coba',
+ name : "unnamed module",
+ disabled : false,
+ permname : '',
+ _tree : function(_data)
+ {
+ var _this = this;
+ var MODULE = this;
+ return {
+ xtype : 'Grid',
+ autoScroll : true,
+ closable : false,
+ fitToFrame : true,
+ region : 'center',
+ title : _this._strings['801d0ba359252756108ad71d7032a67e'] /* Investors */,
+ listeners : {
+ activate : function (_self)
+ {
+ if(_this.table) {
+ _this.table.footer.onClick('first');
+ }
+
+ if(_this.delete_btn) {
+ if(Pman.Login.authUser.groups.indexOf("Administrators") >=0) {
+ _this.delete_btn.show();
+ } else {
+ _this.delete_btn.hide();
+ }
+ }
+
+ }
+ },
+ xns : Roo.bootstrap.panel,
+ '|xns' : 'Roo.bootstrap.panel',
+ toolbar : {
+ xtype : 'NavSimplebar',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'NavGroup',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'NavItem',
+ style : 'float: left',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Button',
+ html : _this._strings['c55bb3f1897a02f7c3be32fc933b0e0c'] /* Create Investor */,
+ style : 'margin:10px;',
+ weight : 'primary',
+ listeners : {
+ click : function ()
+ {
+ if(Pman.Dialog.CobaInvestorCreate) {
+ Pman.Dialog.CobaInvestorCreate.show({}, function() {
+ if(_this.table){
+ _this.table.footer.onClick('first');
+ }
+ });
+ }
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['913ddd7613d305b4879b376adf3f798c'] /* Import Investor */,
+ style : 'margin:10px;',
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+
+ if(Pman.Dialog.CobaInvestorImport) {
+ Pman.Dialog.CobaInvestorImport.show({}, function() {
+ if(_this.table){
+ _this.table.footer.onClick('last');
+ }
+ });
+ }
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ {
+ xtype : 'Button',
+ html : _this._strings['58c98266099a5f6f52e211870dd620d6'] /* Delete Investor */,
+ style : 'margin:10px;',
+ weight : 'primary',
+ listeners : {
+ click : function (_self, e)
+ {
+
+ var s = _this.table.selModel.getSelections();
+ if (!s.length || (s.length > 1)) {
+ Roo.bootstrap.MessageBox.alert("Error", s.length ? "Select only one Row" : "Select a Row");
+ return;
+ }
+
+ var sel = _this.table.getSelectionModel().getSelected();
+
+ if(!sel){
+ Roo.bootstrap.MessageBox.alert('Error', 'Please select a Investor');
+ return;
+ }
+
+ if(sel.data.userdata_id * 1 < 1){
+ Roo.bootstrap.MessageBox.alert('Error', 'The selected Investor is not editable');
+ return;
+ }
+
+ var deleteIt = function()
+ {
+ new Pman.Request({
+ url: baseURL + '/Roo/Ext_data',
+ method: 'POST',
+ params: {
+ id : sel.data.id ,
+ _is_delete:1
+ },
+ success: function(res){
+ _this.table.footer.onClick('first');
+ return;
+ }
+ });
+ }
+
+ Roo.bootstrap.MessageBox.confirm('Confirm', 'Are you sure to delete the Investor?',function(ret) {
+ //console.log(sel.data);
+ if(ret == 'no'){
+ return;
+ }
+
+ deleteIt();
+
+ }, this);
+ },
+ render : function (_self)
+ {
+ _this.delete_btn=_self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ },
+ {
+ xtype : 'NavItem',
+ style : 'float: right; width: 250px',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Element',
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Form',
+ listeners : {
+ render : function (_self)
+ {
+ _this.form = _self;
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ items : [
+ {
+ xtype : 'Input',
+ after : '<i class=\"fa fa-search\" arian-hidden=\"true\"></i>',
+ inputType : 'input',
+ name : 'search_filter',
+ placeholder : _this._strings['679b01485de24a379e37b7023bd36116'] /* Search for investor */,
+ style : 'margin:10px;',
+ listeners : {
+ keyup : function (_self, e)
+ {
+ if(_self.keyCode == _self.ENTER) {
+ /*
+ options = {}
+ options.params = {};
+ options.params._with_status= 1;
+
+ var filter = _this.search_filter.getValue();
+ if(filter !='') {
+ options.params._search_filter = filter;
+ }
+ */
+
+ if (_this.table) {
+ //_this.table.store.load(options);
+ _this.table.footer.onClick('first');
+ }
+
+ }
+ },
+ render : function (_self)
+ {
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ }
+ ]
+ },
+ grid : {
+ xtype : 'Table',
+ cls : 'table-fixed',
+ footerShow : true,
+ hover : true,
+ loadMask : true,
+ responsive : true,
+ rowSelection : true,
+ striped : false,
+ listeners : {
+ render : function (_self)
+ {
+ _this.table = this;
+ },
+ rowdblclick : function (_self, el, rowIndex, e)
+ {
+ if (!Pman.Dialog.CobaInvestorModify) {
+ return;
+ }
+
+ var row = _this.table.store.getAt(rowIndex);
+
+ Pman.Dialog.CobaInvestorModify.show( {id : row.data.id}, function() {
+ _this.table.footer.onClick('refresh');
+ });
+
+
+ }
+ },
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap',
+ footer : {
+ xtype : 'PagingToolbar',
+ pageSize : 15,
+ xns : Roo.bootstrap,
+ '|xns' : 'Roo.bootstrap'
+ },
+ store : {
+ xtype : 'Store',
+ remoteSort : true,
+ sortInfo : {field: 'full_name', direction: 'ASC'},
+ listeners : {
+ beforeload : function (_self, o)
+ {
+ o.params = o.params || {};
+ o.params._with_status= 1;
+ o.params.deleted_by = 0;
+ // o.params.limit = _this.table.footer.pageSize *1;
+
+ var filter = _this.form.findField('search_filter').getValue();
+ if(filter !='') {
+ o.params._search_filter = filter;
+ }
+
+ }
+ },
+ xns : Roo.data,
+ '|xns' : 'Roo.data',
+ proxy : {
+ xtype : 'HttpProxy',
+ method : 'GET',
+ url : baseURL + '/Roo/Ext_data',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ },
+ reader : {
+ xtype : 'JsonReader',
+ fields : [
+ {
+ 'name': 'id',
+ 'type': 'int'
+ },
+ {
+ 'name': 'userdata_id',
+ 'type': 'int'
+ },
+ {
+ 'name': 'full_name',
+ 'type': 'string'
+ },
+ {
+ 'name': 'company_name',
+ 'type': 'string'
+ },
+ {
+ 'name': 'account_type',
+ 'type': 'string'
+ },
+ {
+ 'name': 'in_email',
+ 'type': 'string'
+ },
+ {
+ 'name': 'in_contact_number',
+ 'type': 'string'
+ },
+ {
+ 'name': 'investment_advisor_id_name',
+ 'type': 'string'
+ },
+ {
+ 'name': 'fund_name',
+ 'type': 'string'
+ },
+ {
+ 'name': 'is_submit',
+ 'type': 'int'
+ },
+ {
+ 'name': 'check_complete',
+ 'type': 'string'
+ },
+ {
+ 'name': 'is_missing_document',
+ 'type': 'int'
+ }
+ ],
+ id : 'id',
+ totalProperty : 'total',
+ xns : Roo.data,
+ '|xns' : 'Roo.data'
+ }
+ },
+ cm : [
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'userdata_id',
+ header : _this._strings['b718adec73e04ce3ec720dd11a06a308'] /* ID */,
+ hidden : false,
+ sortable : false,
+ width : 50,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'full_name',
+ header : _this._strings['49ee3087348e8d44e1feda1917443987'] /* Name */,
+ locked : false,
+ sortable : false,
+ width : 300,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'company_name',
+ header : _this._strings['e7b47c58815acf1d3afa59a84b5db7fb'] /* Company Name */,
+ hidden : true,
+ locked : false,
+ sortable : false,
+ width : 300,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'account_type',
+ header : _this._strings['a1fa27779242b4902f7ae3bdd5c6d508'] /* Type */,
+ locked : false,
+ sortable : false,
+ width : 100,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'in_email',
+ header : _this._strings['ce8ae9da5b7cd6c3df2929543a9af92d'] /* Email */,
+ renderer : function (v) {
+ return (v.length && v.indexOf('@') > 0 ) ?
+ String.format('<a href="mailto:{0}">{0}</a>',v) : v;
+
+ },
+ sortable : false,
+ width : 300,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'in_contact_number',
+ header : _this._strings['bcc254b55c4a1babdf1dcb82c207506b'] /* Phone */,
+ sortable : false,
+ width : 150,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'investment_advisor_id_name',
+ header : _this._strings['52c649c38236206862e79e77f735902d'] /* Investment Advisor */,
+ sortable : false,
+ width : 150,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'account_type',
+ hidden : true,
+ sortable : false,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'fund_name',
+ hidden : true,
+ sortable : false,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ },
+ {
+ xtype : 'ColumnModel',
+ dataIndex : 'is_submit',
+ header : _this._strings['ec53a8c4f07baed5d8825072c89799be'] /* Status */,
+ locked : false,
+ renderer : function(v,x,r) {
+
+ if(v * 1 > 0) {
+
+ /*
+ * Submitted but missing the documents...
+ */
+
+ if(r.data.is_missing_document * 1 == 1){
+ return String.format(
+ '<i style="color:green;" class="fa fa-check"></i> <span style="color:green;">Submitted</span>' +
+ ' <i style="color:#941B0C;" class="fa fa-times"></i> Missing : Document'
+ );
+ }
+
+ /*
+ * Submitted and all documents have been upload...
+ */
+
+ return String.format(
+ '<i style="color:green;" class="fa fa-check"></i> <span style=color:green;">Submitted</span>'
+ );
+ }
+
+ var fmt = '<i style="color:#941B0C;" class="fa fa-times"></i> Missing : {0}';
+
+ if(!r.data.check_complete.length){
+ fmt = 'Form Completed, but not Submitted';
+ }
+
+ return String.format(
+ fmt,
+ r.data.check_complete.split(',').join(', ')
+ );
+ },
+ sortable : false,
+ width : 300,
+ xns : Roo.grid,
+ '|xns' : 'Roo.grid'
+ }
+ ]
+ }
+ }; }
+});
--- /dev/null
+<?php
+
+require_once 'ReportShare.php';
+
+class Pman_Coba_Reports_ApplicationSummary extends Pman_Coba_ReportShare
+{
+ var $masterTemplate = "application-summary-master-simple.html";
+ var $tempalte_prefix = "compliance-report-";
+
+ function getAuth()
+ {
+ return true;
+ }
+
+ function get($userdata_id,$opts = Array())
+ {
+ parent::get($userdata_id,$opts);
+ }
+
+
+
+}
--- /dev/null
+<?php
+
+require_once 'ReportShare.php';
+
+class Pman_Coba_Reports_ClientSummary extends Pman_Coba_ReportShare
+{
+ var $masterTemplate = "application-summary-master-simple.html";
+ var $tempalte_prefix = "client-summary-";
+
+ function getAuth()
+ {
+ return true;
+ }
+
+ function get($userdata_id,$opts = Array())
+ {
+ parent::get($userdata_id,$opts);
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'ReportShare.php';
+
+class Pman_Coba_Reports_ComplianceReport extends Pman_Coba_ReportShare
+{
+ var $masterTemplate = "application-summary-master.html";
+ var $tempalte_prefix = "compliance-report-";
+
+ function getAuth()
+ {
+ return true;
+ }
+
+ function get($userdata_id,$opts = Array())
+ {
+ parent::get($userdata_id,$opts);
+ }
+
+
+
+}
--- /dev/null
+<?php
+
+require_once 'Pman.php';
+require_once 'Pman/Coba/Schema.php';
+
+class Pman_Coba_Reports_InvestorRiskProfile extends Pman
+{
+
+ var $masterTemplate = "application-summary-master.html";
+ var $tempalte = "individual.html";
+ var $client_css;
+
+ var $summary;
+ var $declarations;
+ var $documents;
+
+ var $modx_user_id;
+ var $dependentRow;
+ var $report_date;
+ var $user_name;
+ var $name_advisor1;
+ var $name_advisor2;
+
+ //schema buffer for matching the data with shareholder of shareholder
+
+ var $totalScore;
+ var $questions;
+ //var $investor_profile = 'Enum_Schema_InvestorProfile.csv';
+ var $risk_profile = 'InvestorRiskProfileQuestions.csv';
+ var $profile_comment = 'InvestorRiskProfileComment.csv';
+
+ var $sections;
+ var $layout_map;
+ var $comments;
+
+ var $ret;
+ var $risk_profile_mapping;
+ var $show_profile_html = true;
+
+ var $comment_mapping = array ();
+
+ function getAuth()
+ {
+ return true;
+ }
+
+ function get($userdata_id,$opts = Array())
+ {
+ // load profile
+ $p = DB_DataObject::factory('coba_person_investor_profile');
+ $p->autojoin();
+ $p->modx_user_id = $userdata_id;
+
+ //print_r(sizeof($p));
+ foreach ($p->fetchAll() as $c){
+ $this->ret[] = $c->toArray();
+ }
+ //print_r($this->ret);
+ if(sizeof($this->ret) ==0){
+ die('No Record found');
+ }
+
+ $this->ext_data = PDO_DataObject::factory('ext_data')->load('userdata_id',$this->ret[0]['modx_user_id'])->toArray();
+ //print_r($this->ext_data);
+ $account_type = $this->ext_data['account_type'];
+ $x = new Pman_Coba_Schema();
+ $this->summary = $x->modifySummary($this->ext_data);
+
+ $this->template = "investor-risk-profile-{$this->ext_data['account_type']}.html";
+ $this->user_name = $this->ext_data['in_firstname']." ".$this->ext_data['in_lastname'];
+
+ switch ($account_type) {
+ case 'individual':
+ $account_type_for_declaration = 'I';
+ break;
+
+ case 'joint':
+ $account_type_for_declaration = 'J';
+ if($this->ret[0]['is_second_ap']==1) {
+ $this->user_name = $this->ext_data['firstname_second_ap']." ".$this->ext_data['lastname_second_ap'];
+ } else {
+ $this->user_name = $this->ext_data['in_firstname']." ".$this->ext_data['in_lastname'];
+ }
+ break;
+
+ case 'corporate':
+ $account_type_for_declaration = 'C';
+ $this->user_name = $this->ext_data['company_name'];
+ //$this->modx_user_id = $userdata_id;
+ break;
+
+ default:
+ $account_type_for_declaration = 'I';
+ break;
+ }
+
+ $this->report_date = date('F j, Y, h:i A');
+
+ $commentCSV = $this->readCSV($this->profile_comment);
+ $this->comment_mapping = $this->modifyCommentArray($commentCSV);
+
+ $rowsCSV = $this->readCSV($this->risk_profile);
+ $questions = $this->modifyMappingArray($rowsCSV);
+
+ foreach($this->ret as $investor => $inv_value) {
+ $this->totalScore[$investor] = 0;
+ foreach($questions as $stepKey => $step ) {
+ foreach($step as $secKey => $sec) {
+ foreach($sec as $q) {
+
+
+ $score=0;
+ if($q['show_score']){
+ $score = $this->ret[$investor][$q['column_name'] . '_seqid'];
+ $this->totalScore[$investor] += $score;
+ }
+
+ if($q['type']=='checkbox' || $q['type']=='text'){
+ $answer = $this->ret[$investor][$q['column_name']];
+ } else {
+ $answer = $this->ret[$investor][$q['column_name'] . '_display_name'];
+ }
+
+ if(!isset($this->layout_map[$stepKey][$secKey]['show_score']))
+ {
+ $this->layout_map[$stepKey][$secKey]['show_score'] =$q['show_score'];
+ }
+
+ if(!isset($this->layout_map[$stepKey][$secKey]['show_template']))
+ {
+ $this->layout_map[$stepKey][$secKey]['show_template'] =$q['show_template'];
+ }
+
+ if(!isset($this->layout_map[$stepKey][$secKey]['template_name']))
+ {
+ $this->layout_map[$stepKey][$secKey]['template_name'] =$q['template_name'];
+ }
+
+ if(!isset($this->layout_map[$stepKey][$secKey]['heading']))
+ {
+ $this->layout_map[$stepKey][$secKey]['heading'] =$q['Section'];
+ }
+
+ if(!isset($this->layout_map[$stepKey][$secKey]['show_info']))
+ {
+ $this->layout_map[$stepKey][$secKey]['show_info'] =$q['show_info'];
+ }
+
+ if(!isset($this->layout_map[$stepKey][$secKey]['layout_dependent_column_name']))
+ {
+ $this->layout_map[$stepKey][$secKey]['layout_dependent_column_name'] =$q['layout_dependent_column_name'];
+ }
+
+ if(!isset($this->layout_map[$stepKey][$secKey]['layout_dependent_val']))
+ {
+ $this->layout_map[$stepKey][$secKey]['layout_dependent_val'] =$q['layout_dependent_val'];
+ }
+
+ if(!isset($this->layout_map[$stepKey]['column_group']))
+ {
+ $this->layout_map[$stepKey]['column_group'] =$q['column_group'];
+ }
+
+ if($this->layout_map[$stepKey]['column_group'] =='Y') {
+ $this->sections[$stepKey][$investor][$secKey][$q['column_name']] = array(
+ 'display_name' => $q['Label'],
+ 'answer' => $answer,
+ 'score' => $score,
+ 'type' => $q['type'],
+ 'row' => $q
+ );
+
+ } else {
+ $this->sections[$stepKey][$secKey][$investor][$q['column_name']] = array(
+ 'display_name' => $q['Label'],
+ 'answer' => $answer,
+ 'score' => $score,
+ 'type' => $q['type'],
+ 'row' => $q
+ );
+
+ }
+ }
+
+ }
+ }
+ $this->comments[$investor] = $this->findInRange($this->totalScore[$investor],$this->comment_mapping);
+
+ }
+
+ //print_r($this->sections);
+
+ $profileCSV = $this->readCSV($this->risk_profile);
+ $this->risk_profile_mapping = $this->modifyMappingArray($profileCSV);
+
+ $ff = HTML_FlexyFramework2::get();
+ //$this->ref_code = $this->ret[0]['modx_user_id'];
+ $this->ref_code = $ff->Coba['default_fund']."-".$this->ret[0]['modx_user_id'];
+
+ $this->client_dir = $ff->Coba['client_dir'];
+ }
+
+ function findInRange($number, $array)
+ {
+ foreach ($array as $key => $value) {
+ list($min, $max) = explode('-', $key);
+ if ($number >= $min && $number <= $max) {
+ return $value;
+ }
+ }
+
+ return null;
+ }
+
+ function getTotalScore($investor)
+ {
+ $result = 0;
+ foreach ( $this->sections['section_3'][$investor] as $key => $value) {
+ $result += $value['score'];
+ }
+ return $result;
+ }
+
+ function readCSV($filename)
+ {
+ $ff = HTML_FlexyFramework2::get();
+ $file = __DIR__ . "/../../../Coba/Clients/{$ff->Coba['client_dir']}/{$filename}";
+ $fp = fopen($file,"r");
+
+ $header = null;
+ while ($row = fgetcsv($fp)) {
+ if ($header === null) {
+ $header = $row;
+ continue;
+ }
+ $rowsCSV[] = array_combine($header, $row);
+ }
+
+ fclose($fp);
+ return $rowsCSV;
+ }
+
+ function modifyEnumArray($rowsCSV) {
+
+ foreach ($rowsCSV as $rowCSV) {
+ $key = str_replace("coba.","",$rowCSV['etype']);
+ if(!isset($etypes[$key])){
+ $etypes[$key] = array(
+ 'name' => $key,
+ 'display_name' => $rowCSV['question']
+ );
+
+ }
+
+ }
+ return array_values($etypes);
+ //return $etypes;
+
+ }
+
+ function modifyMappingArray($rowsCSV) {
+
+ foreach ($rowsCSV as $rowCSV) {
+ if(!isset($etypes[$rowCSV['Step']][$rowCSV['Section']][$rowCSV['column_name']])){
+ $etypes[$rowCSV['Step']][$rowCSV['Section']][$rowCSV['column_name']] = $rowCSV;
+ }
+ }
+ return $etypes;
+ }
+
+ function modifyCommentArray($rowsCSV) {
+
+ foreach ($rowsCSV as $rowCSV) {
+ if(!isset($r[$rowCSV['range']])){
+ $r[$rowCSV['range']] = $rowCSV;
+ }
+ }
+ return $r;
+ }
+
+ //output question from each section && switch the output for different questions' type
+ function outputQuestionByType($row,$investor)
+ {
+ $checked = 'check';
+ $str ='';
+ switch ($row['type']) {
+ case 'checkbox':
+ if ($this->ret[$investor][$row['column_name']]){
+ $checked ='unchecked';
+ }
+ $str = "<span class='glyphicon glyphicon-{$checked} text-primary'></span>";
+ break;
+
+ default:
+ $str = $this->ret[$investor][$row['column_name']];
+ break;
+ }
+ return $str;
+ }
+
+ function outputField($row)
+ {
+ $checked = 'check';
+ $str ='';
+ switch ($row['type']) {
+ case 'checkbox':
+ if ($row['answer'] ==0){
+ $checked ='unchecked';
+ }
+ $str = "<span class='glyphicon glyphicon-{$checked} text-primary'></span>";
+ break;
+
+ default:
+ $str = $row['answer'];
+ break;
+ }
+ return $str;
+ }
+
+ //check the field dependency
+ function checkDependency($row,$investor)
+ {
+ if (empty($row['row']['dependent_column_name'])) {
+ return true;
+ }
+
+ if ($row['row']['dependent_val'] == $this->ret[$investor][$row['row']['dependent_column_name']]) {
+ return true;
+
+ }
+ }
+
+ function decodeEnum($value) {
+ $arr = explode(",", $value);
+ $result = "";
+ foreach($arr as $str){
+ $temp = PDO_DataObject::factory('core_enum');
+ $temp->get('id',$str);
+ $result .= $temp->display_name . ", ";
+ }
+
+ return substr($result, 0, -2) ;
+ }
+
+ function getApplicationKey($value) {
+ return $value + 1;
+ }
+
+ function get_inv_info($investor){
+ if($this->ret[$investor]['is_second_ap']){
+ return $this->renderRow('Title',$this->ext_data['title_second_ap']) .
+ $this->renderRow('First Name',$this->ext_data['firstname_second_ap']) .
+ $this->renderRow('Middle Name',$this->ext_data['middlename_second_ap']) .
+ $this->renderRow('Last Name',$this->ext_data['lastname_second_ap']);
+ } else {
+ return $this->renderRow('Title',$this->ext_data['in_title']) .
+ $this->renderRow('First Name',$this->ext_data['in_firstname']) .
+ $this->renderRow('Middle Name',$this->ext_data['in_middlename']) .
+ $this->renderRow('Last Name',$this->ext_data['in_lastname']);
+ }
+ }
+
+ function display_score($investor)
+ {
+ return $this->totalScore[$investor];
+ }
+
+ function display_comments($investor,$key)
+ {
+ return $this->comments[$investor][$key];
+ }
+
+ function renderRow($key,$value){
+ return "<tr class='app-sum-body-indi-data-row'>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ {$key}
+ </td>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ {$value}
+ </td>
+ </tr>";
+ }
+
+ function renderField($str){
+ return htmlspecialchars($str);
+ }
+
+ function is_show_score($stepKey,$secKey) {
+ return $this->layout_map[$stepKey][$secKey]['show_score'];
+ }
+
+ function is_show_info($stepKey,$secKey) {
+ if ($this->ext_data['account_type'] != 'joint') {
+ return false;
+ }
+ return $this->layout_map[$stepKey][$secKey]['show_info'];
+ }
+
+ function get_template_name($stepKey,$secKey) {
+ //print_r($this->layout_map[$stepKey][$secKey]['template_name']);
+ $this->html_template = $this->layout_map[$stepKey][$secKey]['template_name'];
+ }
+
+ function get_heading($stepKey,$secKey,$investor) {
+ if($this->layout_map[$stepKey][$secKey]['layout_dependent_column_name'] !='')
+ {
+ if ($this->layout_map[$stepKey][$secKey]['layout_dependent_val'] !=
+ $this->ret[$investor][$this->layout_map[$stepKey][$secKey]['layout_dependent_column_name']]) {
+ return ;
+ }
+ }
+
+ if($this->layout_map[$stepKey][$secKey]['heading'] !='N/A') {
+ return $this->layout_map[$stepKey][$secKey]['heading'];
+ }
+ }
+
+ function is_show_section($stepKey,$secKey,$investor) {
+ if($this->layout_map[$stepKey][$secKey]['layout_dependent_column_name'] =='')
+ {
+ return true;
+ }
+ if ($this->layout_map[$stepKey][$secKey]['layout_dependent_val'] ==
+ $this->ret[$investor][$this->layout_map[$stepKey][$secKey]['layout_dependent_column_name']]) {
+ return true;
+ }
+ }
+
+ function is_show_template($stepKey,$secKey) {
+ return $this->layout_map[$stepKey][$secKey]['show_template'];
+
+ }
+
+ function is_column_group($stepKey) {
+ if($this->layout_map[$stepKey]['column_group']=='Y') {
+ return true;
+ }
+
+ }
+}
--- /dev/null
+<?php
+
+require_once 'Pman.php';
+
+class Pman_Coba_Reports_LexisNexis extends Pman
+{
+ var $masterTemplate = "lexis-nexis-master.html";
+
+ var $template = "lexis-nexis.html";
+
+ function getAuth()
+ {
+ return true;
+ }
+
+ function get($id, $opts = array())
+ {
+ $this->modx_user = DB_DataObject::factory('modx_users');
+
+ $this->completed = false;
+
+ if(empty($id) || !$this->modx_user->get($id)){
+ return;
+ }
+
+ $ff = HTML_FlexyFramework::get();
+
+ if(empty($ff->Coba) || empty($ff->Coba['LexisNexis'])){
+ return;
+ }
+
+ $file = "{$ff->Pman['storedir']}/soap/responses/{$this->modx_user->id}.json";
+
+ if(!file_exists($file)){
+ return;
+ }
+
+ $this->reportDate = date('F j, Y, h:i A', filemtime($file));
+
+ $this->completed = true;
+
+ $response = json_decode(file_get_contents($file));
+
+ if(
+ empty($response->SearchResult) ||
+ empty($response->SearchResult->Records) ||
+ empty($response->SearchResult->Records->ResultRecord) ||
+ empty($response->SearchResult->Records->ResultRecord->Watchlist) ||
+ empty($response->SearchResult->Records->ResultRecord->Watchlist->Matches) ||
+ empty($response->SearchResult->Records->ResultRecord->Watchlist->Matches->WLMatch)
+ ) {
+ return;
+ }
+
+ $matches = $response->SearchResult->Records->ResultRecord->Watchlist->Matches->WLMatch;
+ $matches = is_array($matches) ? $matches : array($matches);
+
+ $total = count($matches);
+
+ $this->matches = array();
+
+ if($total < 1){
+ return;
+ }
+
+ $processed = array();
+
+ foreach ($matches as $k => $v){
+
+ if(in_array($v->EntityUniqueID, $processed)){
+ continue;
+ }
+
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+ $coba_investor_lexis_results->autoJoin();
+ $coba_investor_lexis_results->setFrom(array(
+ 'investor_id' => $this->modx_user->id,
+ 'match_id' => $v->EntityUniqueID,
+ 'is_active' => 1
+ ));
+
+ if(!$coba_investor_lexis_results->find(true)){
+ continue;
+ }
+
+ $processed[] = $v->EntityUniqueID;
+
+ $v->coba_investor_lexis_result = clone ($coba_investor_lexis_results);
+
+ $this->matches[] = $v;
+
+ }
+
+ }
+
+ function formatDate($date, $format = 'Y-m-d')
+ {
+ return date($format, strtotime($date));
+ }
+
+ function comments($comments)
+ {
+ $c = array_map('trim', explode("\n", $comments));
+
+ $c = implode("<br/>", array_filter($c));
+
+ $c = array_map('trim', explode('||', $c));
+
+ $c = implode("<br/>", array_filter($c));
+
+ $c = array_map('trim', explode('|', $c));
+
+ $c = array_map(function($str){
+ $reg_exUrl = "/(http|https|ftp|ftps)\:\/\/[a-zA-Z0-9\-\.]+\.[a-zA-Z]{2,3}(\/\S*)?/";
+
+ if(preg_match($reg_exUrl, $str, $url)) {
+
+ if(parse_url($str, PHP_URL_HOST) == 'members.worldcompliance.com'){
+ return '';
+ }
+
+ return preg_replace($reg_exUrl, '<a href="'.$url[0].'" target="_blank">'. wordwrap($url[0], 40, ' ', true).'</a>', $str);
+ }
+
+ return $str;
+ }, $c);
+
+ $c = implode("<br/>", array_filter($c));
+
+ $c = array_map('trim', explode(';', $c));
+
+ $c = implode("<br/>", array_filter($c));
+
+ return $c;
+
+ }
+
+ function infoKey($info)
+ {
+ $key = $info->Type;
+
+ if($info->Type == 'DOB'){
+ $key = 'Date of Birth';
+ }
+
+ if($info->Type == 'Other'){
+ $key = 'Other Information';
+ }
+
+ if($info->Type == 'PlaceOfBirth'){
+ $key = 'Place of Birth';
+ }
+
+ return $key;
+
+ }
+
+ function is_pending($status)
+ {
+ return ($status == 0) ? true : false;
+ }
+
+ function is_accepted($status)
+ {
+ return ($status == 1) ? true : false;
+ }
+
+ function is_rejected($status)
+ {
+ return ($status == -1) ? true : false;
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'Pman/Coba/Reports/LexisNexis.php';
+
+class Pman_Coba_Reports_LexisNexisDetail extends Pman_Coba_Reports_LexisNexis
+{
+ var $template = "lexis-nexis-detail.html";
+
+ function getAuth()
+ {
+ return true;
+ }
+
+ function get($id, $opts = array())
+ {
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+
+ if(empty($id) || !$coba_investor_lexis_results->get($id)){
+ return;
+ }
+
+ $this->modx_user = DB_DataObject::factory('modx_users');
+
+ if(!$this->modx_user->get($coba_investor_lexis_results->investor_id)){
+ return;
+ }
+
+ $ff = HTML_FlexyFramework::get();
+
+ if(empty($ff->Coba) || empty($ff->Coba['LexisNexis'])){
+ return;
+ }
+
+ $file = "{$ff->Pman['storedir']}/soap/responses/{$this->modx_user->id}.json";
+
+ if(!file_exists($file)){
+ return;
+ }
+
+ $response = json_decode(file_get_contents($file));
+
+ if(
+ empty($response->SearchResult) ||
+ empty($response->SearchResult->Records) ||
+ empty($response->SearchResult->Records->ResultRecord) ||
+ empty($response->SearchResult->Records->ResultRecord->Watchlist) ||
+ empty($response->SearchResult->Records->ResultRecord->Watchlist->Matches) ||
+ empty($response->SearchResult->Records->ResultRecord->Watchlist->Matches->WLMatch)
+ ) {
+ return;
+ }
+
+ $matches = $response->SearchResult->Records->ResultRecord->Watchlist->Matches->WLMatch;
+ $matches = is_array($matches) ? $matches : array($matches);
+
+ $this->detail = array();
+
+ foreach ($matches as $k => $v){
+
+ if(empty($v->EntityUniqueID) || $v->EntityUniqueID != $coba_investor_lexis_results->match_id){
+ continue;
+ }
+
+ $this->detail = $v;
+
+ }
+
+ }
+}
--- /dev/null
+<?php
+
+require_once 'Pman.php';
+require_once 'Pman/Coba/Schema.php';
+
+class Pman_Coba_ReportShare extends Pman
+{
+
+ var $masterTemplate = '';
+ var $tempalte = "individual.html";
+ //var $tempalte_prefix = "compliance-report-";
+ var $tempalte_prefix = '';
+ var $client_css;
+
+ var $summary;
+ var $declarations;
+ var $documents;
+
+ var $modx_user_id;
+ var $dependentRow;
+ var $report_date;
+ var $user_name;
+ var $name_advisor1;
+ var $name_advisor2;
+
+ //schema buffer for matching the data with shareholder of shareholder
+ var $schema_data_individual;
+ var $schema_data_company;
+
+ var $check_completed_declaration;
+ var $check_completed_document;
+ var $account_type;
+ var $field_def ;
+
+ var $report_schema = 'accreditationSchema.csv';
+ var $section_layout = 'summaryReportLayout.csv';
+ var $field_dependency = 'summaryReportFieldDepend.csv';
+
+ var $section_map = array();
+
+ var $country_map = array();
+
+ var $depend_map = array();
+
+ var $state_map = array();
+
+ function getAuth()
+ {
+ return true;
+ }
+
+ function get($userdata_id,$opts = Array())
+ {
+ $this->ext_data = PDO_DataObject::factory('ext_data');
+ $this->ext_data->autoJoin();
+ $this->ext_data->get('userdata_id',$userdata_id);
+
+ //split the string value and lookup
+ $this->ext_data->anti_money_laundering = $this->decodeEnum($this->ext_data->anti_money_laundering);
+ $this->ext_data->anti_money_laundering_second_ap = $this->decodeEnum($this->ext_data->anti_money_laundering_second_ap);
+
+ $x = new Pman_Coba_Schema();
+ $this->summary = $x->modifySummary($this->ext_data->toArray());
+
+ $this->name_advisor = $this->ext_data->investment_advisor_id_name;
+ $this->user_name = $this->ext_data->in_firstname." ".$this->ext_data->in_lastname;
+
+ $this->template = "{$this->tempalte_prefix}{$this->ext_data->account_type}.html";
+
+ switch ($this->ext_data->account_type) {
+ case 'individual':
+ $this->used_by = 'I';
+ break;
+
+ case 'joint':
+ $this->used_by = 'J';
+ break;
+
+ case 'corporate':
+ $this->used_by = 'C';
+ if($this->ext_data->is_listed_company == 'yes'){
+ $this->used_by = 'CL';
+ }
+ $this->user_name = $this->ext_data->company_name;
+ $this->modx_user_id = $userdata_id;
+ break;
+
+ default:
+ $this->used_by = 'I';
+ break;
+ }
+
+
+
+ //init ref code
+ $ff = HTML_FlexyFramework2::get();
+ $this->ref_code = $ff->Coba['default_fund']."-".$userdata_id;
+ //$this->ref_code = $userdata_id;
+
+ $this->client_dir = $ff->Coba['client_dir'];
+
+
+ //load declaration
+ $this->declarations = $this->load_inv_declaration('declaration');
+ //print_r($this->declarations);
+
+ //load document
+ $this->documents = $this->load_inv_declaration('checklist');
+ //print_r($this->documents);
+
+ $this->report_date = date('F j, Y, h:i A');
+
+ $rowsCSV = $this->readCSV($this->report_schema);
+ $this->field_def = $this-> modifyEnumArray($rowsCSV);
+
+
+ $rowsLayout = $this->readCSV($this->section_layout);
+ $this->section_map = $this->modifyLayoutArray($rowsLayout);
+
+ $rowsDepend = $this->readCSV($this->field_dependency);
+ $this->depend_map = $this->modifyDependArray($rowsDepend);
+ //print_r($this->ext_data);
+ $this->load_com_shareholder();
+ $this->load_ind_shareholder();
+ $this->load_director();
+
+ $this->load_LexisNexis();
+
+ }
+
+ function is_show_section($sectionKey){
+ // no varible set, display section
+
+ if(!isset($this->section_map[$sectionKey])){
+ return true;
+ }
+
+ if(strtolower($this->section_map[$sectionKey][$this->ext_data->account_type]) !='y'){
+ return true;
+ }
+
+ // check for joint account
+ if($this->ext_data->account_type =='joint')
+ {
+ if($this->ext_data->{$this->section_map[$sectionKey]['dependent_column_name']} == $this->section_map[$sectionKey]['dependent_val'] &&
+ $this->ext_data->{$this->section_map[$sectionKey]['dependent_column_name_sec_ap']} == $this->section_map[$sectionKey]['dependent_val_sec_ap']
+ )
+ {
+ if($this->section_map[$sectionKey]['dependent_action'] == 'show'){
+ return true;
+ }
+
+ }
+ return true;
+ }
+ if(strtolower($this->section_map[$sectionKey]['condition']) =='count'){
+ if($this->section_map[$sectionKey]['dependent_column_name'] =='com_shareholder')
+ {
+ if(sizeof($this->data_company_shareholder) == $this->section_map[$sectionKey]['dependent_val'] &&
+ $this->section_map[$sectionKey]['dependent_action'] == 'hide'
+ )
+ {
+ return false;
+ }
+ return true;
+ }
+ }
+
+ if($this->ext_data->{$this->section_map[$sectionKey]['dependent_column_name']} == $this->section_map[$sectionKey]['dependent_val']){
+
+ if($this->section_map[$sectionKey]['dependent_action'] == 'show'){
+ return true;
+ }
+
+ }
+
+ }
+ //check the field dependency
+ function checkDependency($row)
+ {
+ return $this->checkDependencyData($row,null);
+ }
+
+ function checkDependencyData($row,$obj)
+ {
+ if ($row['being_dependent'] == 'Y') {
+ //buffering the data for dependency checking
+ $this->dependentRow[$row['Section']][$row['Data Table']][$row['column_name']] = $row['data'];
+ if ($row['if_checked'] == 'show') {
+ if (!$row['data']) {
+ return false;
+ }
+ } else {
+ if($row['data']) {
+ return false;
+ }
+ }
+ }
+
+ if (empty($row['dependent_column_name'])) {
+ return true;
+ }
+ // check for denepdency not covered in schema
+ if(isset($this->depend_map[$row['column_name']]))
+ {
+ if(strtolower($this->depend_map[$row['column_name']][$this->ext_data->account_type]) !='y'){
+ return true;
+ }
+ if(strtolower($this->depend_map[$row['column_name']]['condition']) =='equal'){
+ if($obj){
+ if($row['dependent_table']!='ext_data') {
+ if($obj->{$row['dependent_table'] . '_id_' . $row['dependent_column_name']} == $this->depend_map[$row['column_name']]['dependent_val']){
+ if($this->depend_map[$row['column_name']]['dependent_action'] == 'show'){
+ return true;
+ }
+ return false;
+ }
+ }
+ }
+
+ if($this->ext_data->{$this->depend_map[$row['column_name']]['dependent_column_name']} == $this->depend_map[$row['column_name']]['dependent_val']){
+ if($this->depend_map[$row['column_name']]['dependent_action'] == 'show'){
+ return true;
+ }
+ return false;
+ }
+ }
+
+ if(strtolower($this->depend_map[$row['column_name']]['condition']) =='contain'){
+ //print_r($this->depend_map[$row['column_name']]);
+ $pos = strpos($this->ext_data->{$this->depend_map[$row['column_name']]['dependent_column_name']}, $this->depend_map[$row['column_name']]['dependent_val']);
+ if ($pos !== false) {
+ if($this->depend_map[$row['column_name']]['dependent_action'] == 'show'){
+ return true;
+ }
+ return false;
+ }
+
+ }
+
+ if(strtolower($this->depend_map[$row['column_name']]['condition']) =='and'){
+ if($this->ext_data->{$this->depend_map[$row['column_name']]['dependent_column_name']} == $this->depend_map[$row['column_name']]['dependent_val'] &&
+ $this->ext_data->{$this->depend_map[$row['column_name']]['dependent_column_name_sec']} == $this->depend_map[$row['column_name']]['dependent_val_sec']
+ )
+ {
+ if($this->depend_map[$row['column_name']]['dependent_action'] == 'show'){
+ return true;
+ }
+ return false;
+ }
+ return false;
+ }
+
+ if(strtolower($this->depend_map[$row['column_name']]['condition']) =='or'){
+ if($this->ext_data->{$this->depend_map[$row['column_name']]['dependent_column_name']} == $this->depend_map[$row['column_name']]['dependent_val'] ||
+ $this->ext_data->{$this->depend_map[$row['column_name']]['dependent_column_name_sec']} == $this->depend_map[$row['column_name']]['dependent_val_sec']
+ )
+ {
+ if($this->depend_map[$row['column_name']]['dependent_action'] == 'show'){
+ return true;
+
+ }
+ return false;
+ }
+ }
+
+
+ }
+
+ if ($row['dependent_val'] == $this->dependentRow[$row['Section']][$row['dependent_table']][$row['dependent_column_name']]) {
+ return true;
+ } else {
+ if($this->field_def[$row['dependent_column_name']][$this->account_type] == 'M') {
+ return true;
+ }
+ }
+ }
+
+ //------check specific section for corporate------
+ function is_director_section($sectionKey)
+ {
+ if ($sectionKey == "Directors") {
+ return true;
+ }
+ }
+
+ function is_individual_shareholder($sectionKey)
+ {
+ if ($sectionKey == 'KYC: Shareholders: Individual') {
+ return true;
+ }
+ }
+
+ function is_company_shareholder($sectionKey)
+ {
+ if ($sectionKey == 'KYC: Shareholders: Company') {
+ return true;
+ }
+ }
+
+ //------saving buffer for specific section------
+ function save_buffer_for_individual_shareholder($row)
+ {
+ if (!isset($this->schema_data_individual)) {
+ $this->schema_data_individual = $row;
+ }
+ }
+
+ function save_buffer_for_company_shareholder($row)
+ {
+ if (!isset($this->schema_data_company)) {
+ $this->schema_data_company = $row;
+ }
+ }
+
+ function print_label_and_data($client_data,$row,$tab_num)
+ {
+ $field_name = $row['Data Table']."_id_".$row['column_name'];
+
+ //var_dump($client_data);
+ $row['data'] = $client_data->$field_name;
+
+ if ($this->checkDependencyData($row,$client_data)) {
+ //$str = $this->renderTblRow($this->tabbing($tab_num) . $row['Label'] ,$this->renderOutputQuestion($row));
+ $str = $this->renderTblRowTab($this->tabbing($tab_num), $row ,$this->renderOutputQuestion($row));
+ echo $str;
+ }
+ }
+
+
+ function print_com_label_and_data($client_data,$row,$tab_num)
+ {
+ $field_name = $row['Data Table']."_id_".$row['column_name'];
+ $display_row=true;
+ $row['data'] = $client_data->$field_name;
+ if($client_data->coba_company_id_is_listed_company){
+ if($field_name != 'coba_company_id_is_listed_company' &&
+ $field_name != 'coba_company_id_exchange_traded_on' &&
+ $field_name != 'coba_company_id_stock_symbol' )
+ {
+ $display_row=false;
+ }
+ }
+
+
+ if ($this->checkDependencyData($row,$client_data) && $display_row) {
+ //$str = $this->renderTblRow($this->tabbing($tab_num) . $row['Label'] ,$this->renderOutputQuestion($row));
+ $str = $this->renderTblRowTab($this->tabbing($tab_num), $row ,$this->renderOutputQuestion($row));
+ echo $str;
+ }
+ }
+ //output question from each section && switch the output for different questions' type
+ function outputQuestionByType($row)
+ {
+ $checked = 'check';
+ $str ='';
+ switch ($row['type']) {
+ case 'checkbox':
+ if (!$row['data']){
+ $checked ='unchecked';
+ }
+ $str = "<span class='glyphicon glyphicon-{$checked} text-primary'></span>";
+ break;
+ case 'radio':
+ $str = ucfirst($row['data']);
+ break;
+ default:
+ $str = $this->renderField($row);
+ //$str = $row['data'];
+ break;
+ }
+ return $str;
+ }
+
+ function print_shareholder_of_shareholder($com_shareholder,$tab_num)
+ {
+ $tab_num ++;
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+ $x->autoJoinPersonAddr();
+
+ $x->selectAddCountryStates();
+ $x->relation = 'SHAREHOLDER';
+ $x->parent_company_id = $com_shareholder->coba_company_id;
+ $x->coba_company_id = '0';
+
+ $data_ind_shareholder = $x->fetchAll();
+
+ foreach ($data_ind_shareholder as $ind_shareholder_key
+ => $ind_shareholder) {
+ //print_r($ind_shareholder);
+ $this->setMapping($ind_shareholder);
+ $str = $this->renderTblHeading($this->tabbing($tab_num),
+ 'Shareholder : Individual ' .
+ $this->modifyClientNumber($ind_shareholder_key));
+ echo $str;
+
+ foreach ($this->schema_data_individual as $ind_row) {
+ $this->print_label_and_data($ind_shareholder,$ind_row,$tab_num);
+ }
+
+ echo "</table>";
+ }
+
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+ $x->autoJoinComAddr();
+ $x->selectAddCountryStates();
+
+ $x->relation = 'SHAREHOLDER';
+ $x->parent_company_id = $com_shareholder->coba_company_id;
+ $x->coba_person_id = '0';
+
+ $data_com_shareholder = $x->fetchAll();
+
+ if (count($data_com_shareholder)) {
+ foreach ($data_com_shareholder as $com_shareholder_key
+ => $com_shareholder) {
+ //print_r($com_shareholder);
+ $this->setMapping($com_shareholder);
+ $str = $this->renderTblHeading($this->tabbing($tab_num),
+ 'Shareholder : Company ' .
+ $this->modifyClientNumber($com_shareholder_key));
+ echo $str;
+
+ foreach ($this->schema_data_company as $com_row) {
+ $this->print_com_label_and_data ($com_shareholder,$com_row,$tab_num);
+ }
+
+ echo "</table>";
+ $this->print_shareholder_of_shareholder($com_shareholder,$tab_num);
+ }
+ }
+ }
+
+ function tabbing($tab_num)
+ {
+ $n = 0;
+ $tabbing_class_string = "";
+ while ($n < $tab_num) {
+ $tabbing_class_string.="<span class='app-sum-body-tabbing'></span>";
+ $n++;
+ };
+ return $tabbing_class_string;
+ }
+
+ function modifyClientNumber($n)
+ {
+ return $n+1;
+ }
+
+ function readCSV($filename)
+ {
+ $ff = HTML_FlexyFramework2::get();
+ $file = __DIR__ . "/../../../Coba/Clients/{$ff->Coba['client_dir']}/{$filename}";
+ $fp = fopen($file,"r");
+
+ $header = null;
+ while ($row = fgetcsv($fp)) {
+ if ($header === null) {
+ $header = $row;
+ continue;
+ }
+ $rowsCSV[] = array_combine($header, $row);
+ }
+
+ fclose($fp);
+ return $rowsCSV;
+ }
+
+ function modifyEnumArray($rowsCSV) {
+
+ foreach ($rowsCSV as $rowCSV) {
+ if(strtolower($rowCSV['being_dependent'])=='y') {
+ if(!isset($etypes[$rowCSV['column_name']])){
+ $etypes[$rowCSV['column_name']] = array(
+ 'Individual' => $rowCSV['Individual'],
+ 'Corporate' => $rowCSV['Corporate'],
+ 'Joint' => $rowCSV['Joint'],
+ 'dependent_val' => $rowCSV['dependent_val']
+ );
+ }
+ }
+
+ }
+
+ return $etypes;
+ }
+
+ function modifyLayoutArray($rowsCSV) {
+
+ foreach ($rowsCSV as $rowCSV) {
+ if(!isset($r[$rowCSV['Section']])){
+ $r[$rowCSV['Section']] = $rowCSV;
+ }
+ }
+ return $r;
+ }
+
+ function modifyDependArray($rowsCSV) {
+
+ foreach ($rowsCSV as $rowCSV) {
+ if(!isset($r[$rowCSV['column_name']])){
+ $r[$rowCSV['column_name']] = $rowCSV;
+ }
+ }
+ return $r;
+ }
+
+ function formatDate($date, $format = 'Y-m-d')
+ {
+ return date($format, strtotime($date));
+ }
+
+ function load_LexisNexis()
+ {
+ $ff = HTML_FlexyFramework::get();
+
+ if(empty($ff->Coba) || empty($ff->Coba['LexisNexis'])){
+ return;
+ }
+
+ $this->nexisCompleted = false;
+
+ $file = "{$ff->Pman['storedir']}/soap/responses/{$this->ext_data->userdata_id}.json";
+
+ if(!file_exists($file)){
+ return;
+ }
+
+ $this->nexisReportDate = date('F j, Y, h:i A', filemtime($file));
+
+ $this->nexisCompleted = true;
+
+ $response = json_decode(file_get_contents($file));
+
+ if(
+ empty($response->SearchResult) ||
+ empty($response->SearchResult->Records) ||
+ empty($response->SearchResult->Records->ResultRecord) ||
+ empty($response->SearchResult->Records->ResultRecord->Watchlist) ||
+ empty($response->SearchResult->Records->ResultRecord->Watchlist->Matches) ||
+ empty($response->SearchResult->Records->ResultRecord->Watchlist->Matches->WLMatch)
+ ) {
+ return;
+ }
+
+ $matches = $response->SearchResult->Records->ResultRecord->Watchlist->Matches->WLMatch;
+ $matches = is_array($matches) ? $matches : array($matches);
+ $total = count($matches);
+
+ $this->nexis_has_matches = false;
+
+ if($total < 1){
+ return;
+ }
+
+
+ $this->nexis_has_matches = true;
+
+ $this->nexisMatches = array();
+
+ $this->nexisRejected = array();
+
+ $processed = array();
+
+ foreach ($matches as $k => $v){
+
+ if(in_array($v->EntityUniqueID, $processed)){
+ continue;
+ }
+
+ $coba_investor_lexis_results = DB_DataObject::factory('coba_investor_lexis_results');
+ $coba_investor_lexis_results->autoJoin();
+ $coba_investor_lexis_results->setFrom(array(
+ 'investor_id' => $this->ext_data->userdata_id,
+ 'match_id' => $v->EntityUniqueID,
+ 'is_active' => 1
+ ));
+
+ if(!$coba_investor_lexis_results->find(true)){
+ continue;
+ }
+
+ $processed[] = $v->EntityUniqueID;
+
+ $v->coba_investor_lexis_result = clone ($coba_investor_lexis_results);
+
+ if($coba_investor_lexis_results->status == -1){
+ $this->nexisRejected[] = $v;
+ continue;
+ }
+
+ $this->nexisMatches[] = $v;
+
+ }
+
+ }
+
+ function nexis_comments($comments)
+ {
+ $c = array_map('trim', explode("\n", $comments));
+
+ $c = implode("<br/>", array_filter($c));
+
+ $c = array_map('trim', explode('||', $c));
+
+ $c = implode("<br/>", array_filter($c));
+
+ $c = array_map('trim', explode('|', $c));
+
+ $c = array_map(function($str){
+ $reg_exUrl = "/(http|https|ftp|ftps)\:\/\/[a-zA-Z0-9\-\.]+\.[a-zA-Z]{2,3}(\/\S*)?/";
+
+ if(preg_match($reg_exUrl, $str, $url)) {
+
+ if(parse_url($str, PHP_URL_HOST) == 'members.worldcompliance.com'){
+ return '';
+ }
+
+ return preg_replace($reg_exUrl, '<a href="'.$url[0].'" target="_blank">'. wordwrap($url[0], 40, ' ', true).'</a>', $str);
+ }
+
+ if(preg_match($reg_exUrl, $str, $url)) {
+ return preg_replace($reg_exUrl, '<a href="'.$url[0].'" target="_blank">'. wordwrap($url[0], 40, ' ', true).'</a>', $str);
+ }
+
+ return $str;
+ }, $c);
+
+ $c = implode("<br/>", array_filter($c));
+
+ $c = array_map('trim', explode(';', $c));
+
+ $c = implode("<br/>", array_filter($c));
+
+ return $c;
+
+ }
+
+ function nexis_infoKey($info)
+ {
+ $key = $info->Type;
+
+ if($info->Type == 'DOB'){
+ $key = 'Date of Birth';
+ }
+
+ if($info->Type == 'Other'){
+ $key = 'Other Information';
+ }
+
+ if($info->Type == 'PlaceOfBirth'){
+ $key = 'Place of Birth';
+ }
+
+ return $key;
+
+ }
+
+ function load_director()
+ {
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+ $x->autoJoinPersonAddr();
+
+ $x->selectAddCountryStates();
+ $x->relation = 'DIRECTOR';
+ $x->modx_user_id = $this->modx_user_id;
+
+ $this->data_director = $x->fetchAll();
+
+ foreach($this->data_director as $director){
+ //print_r($director);
+ $this->setMapping($director);
+ }
+ }
+
+ function load_ind_shareholder()
+ {
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+ $x->autoJoinPersonAddr();
+
+ $x->selectAddCountryStates();
+ $x->relation = 'SHAREHOLDER';
+ $x->modx_user_id = $this->modx_user_id;
+ $x->coba_company_id = 0;
+
+ $this->data_individual_shareholder = $x->fetchAll();
+ foreach($this->data_individual_shareholder as $shareholder){
+ //print_r($shareholder);
+ $this->setMapping($shareholder);
+ }
+ }
+
+ function load_com_shareholder()
+ {
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+ $x->autoJoinComAddr();
+
+ $x->selectAddCountryStates();
+ $x->relation = 'SHAREHOLDER';
+ $x->modx_user_id = $this->modx_user_id;
+ $x->coba_person_id = 0;
+ $x->parent_company_id = 0;
+
+ $this->data_company_shareholder = $x->fetchAll();
+ //$this->com_shareholder_count=0;
+ foreach($this->data_company_shareholder as $shareholder){
+ //$this->com_shareholder_count ++;
+ $this->setMapping($shareholder);
+
+ }
+
+ }
+
+ function renderTblHeading($col_1, $col_2){
+ return "<table class='app-sum-body-indi-data-table'>
+ <tr class='app-sum-body-indi-data-row'>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ {$col_1}
+ <span class='app-sum-body-corp-title'>
+ {$col_2}
+ </span>
+ </td>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ </td>
+ </tr>";
+ }
+
+ function renderTblRowTab($tab,$row,$col_2){
+ return "<tr class='app-sum-body-indi-data-row'>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ {$tab}{$this->renderRowLabel($row)}
+ </td>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ {$col_2}
+ </td>
+ </tr>";
+ }
+
+ function renderRowLabel($row){
+ if($this->ext_data->account_type=='corporate' && $row['column_name']=='in_correspondence_address' ) {
+ return 'Registered Address is correspondence Address';
+ }
+ return htmlspecialchars($row['Label']);
+ }
+
+ function renderOutputQuestion($row)
+ {
+ $checked = 'check';
+ $str ='';
+ //print_r($row);
+ switch ($row['type']) {
+ case 'checkbox':
+ if (!$row['data']){
+ $checked ='unchecked';
+ }
+ $str = "<span class='glyphicon glyph icon-{$checked} text-primary'></span>";
+ break;
+ case 'radio':
+ $str = ucfirst($row['data']);
+ break;
+ default:
+ $str = $this->renderField($row);
+ break;
+ }
+
+ return $str;
+ }
+
+ function renderSectionKey($key){
+
+ if($this->ext_data->account_type=='corporate' && strtolower($key)=='residential address' ) {
+ return 'Registered Address';
+ }
+ return htmlspecialchars($key);
+ }
+
+ function renderField($row) {
+ $str ='';
+ //$other_val='ot';
+ switch ($row['column_name']) {
+ case 'nationality':
+ case 'country':
+ case 'place_of_birth':
+ case 'domicile':
+ //case 'companies_domicile':
+ if($row['data'] == 'ot'|| $row['data'] == '**' || $row['data'] == 'Others' ) {
+ $str='<b>Others</b>';
+ } else {
+ $str = $this->country_map[strtolower($row['data'])];
+ }
+ break;
+
+ case 'in_nationality':
+ case 'nationality_second_ap':
+ case 'in_country':
+ case 'in_correspondence_country':
+ case 'correspondence_country_second_ap':
+ case 'country_second_ap':
+ case 'companies_domicile':
+ if($row['data'] == 'ot'|| $row['data'] == '**' || $row['data'] == 'Others' ) {
+ $str='<b>Others</b>';
+ } else {
+ $str = htmlspecialchars($row['data']);
+ }
+ break;
+
+ case 'countries_of_tax_residence':
+ case 'countries_of_tax_residence_second':
+ $pos = strpos($row['data'], 'Others');
+ if($pos !== false){
+ $str='<b>' . htmlspecialchars($row['data']). '</b>';
+ } else {
+ $str = htmlspecialchars($row['data']);
+ }
+ break;
+
+ case 'other_country':
+ case 'in_other_country':
+ case 'other_country_second_ap':
+ case 'in_other_corrcountry':
+ case 'other_corr_country_second_ap':
+ case 'other_companies_domicile':
+ case 'other_domicile':
+ case 'in_other_nationality':
+ case 'other_nationality_second_ap':
+ case 'other_nationality':
+ case 'countries_of_tax_residence_second_other':
+ case 'countries_of_tax_residence_other':
+ $str = "<b>" . htmlspecialchars($row['data']). "</b>";
+ break;
+
+ case 'state':
+ $str = $this->state_map[strtolower($row['data'])];
+ break;
+ default:
+ $str = htmlspecialchars($row['data']);
+ break;
+ }
+ return $str;
+ }
+
+ function setMapping($row)
+ {
+ if(isset($row->coba_person_id_place_of_birth) &&
+ isset($row->place_of_birth_name)) {
+
+ if (!in_array(strtolower($row->coba_person_id_place_of_birth), $this->country_map)) {
+ $this->country_map[strtolower($row->coba_person_id_place_of_birth)] = $row->place_of_birth_name;
+ }
+ }
+
+ if(isset($row->coba_person_id_nationality) &&
+ isset($row->nationality_name)) {
+
+ if (!in_array(strtolower($row->coba_person_id_nationality), $this->country_map)) {
+ $this->country_map[strtolower($row->coba_person_id_nationality)] = $row->nationality_name;
+ }
+ }
+
+ if(isset($row->coba_address_id_country) &&
+ isset($row->country_name)) {
+
+ if (!in_array(strtolower($row->coba_address_id_country), $this->country_map)) {
+ $this->country_map[strtolower($row->coba_address_id_country)] = $row->country_name;
+ }
+ }
+
+ if(isset($row->coba_company_id_domicile) &&
+ isset($row->domicile_name)) {
+
+ if (!in_array(strtolower($row->coba_company_id_domicile), $this->country_map)) {
+ $this->country_map[strtolower($row->coba_company_id_domicile)] = $row->domicile_name;
+ }
+ }
+
+ if(isset($row->coba_address_id_state) &&
+ isset($row->state_name)) {
+
+ if (!in_array(strtolower($row->coba_address_id_state), $this->state_map)) {
+ $this->state_map[strtolower($row->coba_address_id_state)] = $row->state_name;
+ }
+ }
+
+
+ }
+
+ function decodeEnum($value) {
+ $arr = explode(",", $value);
+ $result = "";
+ foreach($arr as $str){
+ $temp = PDO_DataObject::factory('core_enum');
+ $temp->get('id',$str);
+ $result .= $temp->display_name . ", ";
+ }
+
+ return substr($result, 0, -2) ;
+ }
+
+ function load_inv_declaration($type){
+ $z = PDO_DataObject::factory('coba_investor_declarations');
+ $z->user_id = $this->ext_data->userdata_id;
+
+ $u = PDO_DataObject::factory('coba_declarations');
+
+ if($type=='checklist'){
+ $u->whereAddUserFilter($this->ext_data);
+ }
+ $z->joinAdd($u, 'LEFT');
+ $z->whereAdd("
+ ({$u->tableName()}.dec_type = '{$type}')
+ AND
+ ({$u->tableName()}.used_by = '{$this->used_by}')
+ AND
+ ({$u->tableName()}.is_active = 1)
+ ");
+
+ if($type=='checklist'){
+ $z->selectAdd("(SELECT GROUP_CONCAT(id) FROM Images WHERE Images.onid = {$z->tableName()}.id) AS images_ids");
+ }
+
+ return $z->fetchAll();
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'Pman.php';
+
+class Pman_Coba_Reports_Summary extends Pman
+{
+
+ var $masterTemplate = "application-summary-master.html";
+ var $tempalte = "individual.html";
+ var $client_css;
+
+ var $summary;
+ var $declarations;
+ var $documents;
+
+ var $modx_user_id;
+ var $dependentRow;
+ var $report_date;
+ var $user_name;
+ var $name_advisor1;
+ var $name_advisor2;
+ var $data_director;
+ var $data_individual_shareholder;
+ var $data_company_shareholder;
+
+ //schema buffer for matching the data with shareholder of shareholder
+ var $schema_data_individual;
+ var $schema_data_company;
+
+ var $check_completed_declaration;
+ var $check_completed_document;
+
+ function getAuth()
+ {
+ return true;
+ }
+
+ function get($userdata_id,$opts = Array())
+ {
+ // ------load data for template-------
+ //phpinfo();
+ require_once 'Pman/Coba/Schema.php';
+
+ //load ext_data
+ $this->ext_data = PDO_DataObject::factory('ext_data')
+ ->load('userdata_id',$userdata_id)->toArray();
+
+ $account_type = $this->ext_data['account_type'];
+ $x = new Pman_Coba_Schema();
+ $this->summary = $x->modifySummary($this->ext_data);
+
+ $this->name_advisor1 = $this->ext_data['investment_advisor'];
+
+ //switch template && init name for diff account type
+ switch ($account_type) {
+ case 'individual':
+ $account_type_for_declaration = 'I';
+ $this->user_name = $this->ext_data['in_firstname']." ".$this->ext_data['in_lastname'];
+ $this->template = "application-summary-{$this->ext_data['account_type']}.html";
+ break;
+ case 'joint':
+ $account_type_for_declaration = 'J';
+ $this->user_name = $this->ext_data['in_firstname']." ".$this->ext_data['in_lastname'];
+ $this->template = "application-summary-{$this->ext_data['account_type']}.html";
+ $this->name_advisor2 = $this->ext_data['investment_advisor_second_ap'];
+ break;
+ case 'corporate':
+ $account_type_for_declaration = 'C';
+ $this->user_name = $this->ext_data['company_name'];
+ $this->template = "application-summary-{$this->ext_data['account_type']}.html";
+ $this->modx_user_id = $userdata_id;
+ break;
+ default:
+ $account_type_for_declaration = 'I';
+ $this->user_name = $this->ext_data['in_firstname']." ".$this->ext_data['in_lastname'];
+ $this->template = "application-summary-{$this->ext_data['account_type']}.html";
+ break;
+ }
+
+ //load declaration
+ $y = PDO_DataObject::factory('coba_declarations');
+ $t = PDO_DataObject::factory('coba_investor_declarations');
+ $y->joinAdd($t);
+ $y->set
+ (
+ [
+ 'dec_type' => 'declaration',
+ 'user_id' => $userdata_id,
+ 'used_by' => $account_type_for_declaration
+ ]
+ );
+ $this->declarations = $y->fetchAll();
+ $this->check_completed_declaration = $this->checkCompleteness($this->declarations);
+
+ //load document
+ $z = PDO_DataObject::factory('coba_declarations');
+ $u = PDO_DataObject::factory('coba_investor_declarations');
+ $z->joinAdd($u);
+ $z->set
+ (
+ [
+ 'dec_type' => 'checklist',
+ 'user_id' => $userdata_id,
+ 'used_by' => $account_type_for_declaration
+ ]
+ );
+ $this->documents = $z->fetchAll();
+ $this->check_completed_document = $this->checkCompleteness($this->documents);
+
+ $this->report_date = date('F j, Y, h:i A');
+
+
+
+ $ff = HTML_FlexyFramework2::get();
+ }
+
+ //check the field dependency
+ function checkDependency($row)
+ {
+ if ($row['being_dependent'] == 'Y') {
+ //buffering the data for dependency checking
+ $this->dependentRow[$row['Section']][$row['Data Table']][$row['column_name']]
+ = $row['data']; //dependentRow[section][data table][column_name] = data
+
+ //checking for check_box hide or show property when the box if checked
+ if ($row['if_checked'] == 'show') {
+ if (!$row['data']) {
+ return FALSE;
+ }
+ } else {
+ if($row['data']) {
+ return FALSE;
+ }
+ }
+ }
+
+ //checking the data with the corresponding dependent row in the buffer
+ if (!empty($row['dependent_column_name'])) {
+ if ($row['dependent_val']
+ == $this->dependentRow[$row['Section']][$row['dependent_table']][$row['dependent_column_name']]) {
+ return TRUE;
+ } else {
+ return FALSE;
+ }
+ } else {
+ return TRUE;
+ }
+ }
+
+ //------check specific section for corporate------
+ function is_director_section($sectionKey)
+ {
+ if ($sectionKey == "Directors") {
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+ $x->_join .= "
+ LEFT JOIN
+ coba_address
+ ON
+ coba_address.id = join_coba_person_id_id.coba_address_id
+ ";
+ $address = DB_DataObject::factory('coba_address');
+ $x->selectAs($address, 'coba_address_id_%s');
+
+ $x->set(array(
+ 'relation' => 'DIRECTOR',
+ 'modx_user_id' => $this->modx_user_id
+ ));
+
+ $this->data_director = $x->fetchAll();
+ return true;
+ } else {
+ return false;
+ }
+ }
+
+ function is_individual_shareholder($sectionKey)
+ {
+ if ($sectionKey == 'KYC: Shareholders: Individual') {
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+ $x->_join .= "
+ LEFT JOIN
+ coba_address
+ ON
+ coba_address.id = join_coba_person_id_id.coba_address_id
+ ";
+ $address = DB_DataObject::factory('coba_address');
+ $x->selectAs($address, 'coba_address_id_%s');
+
+ $x->set(array(
+ 'relation' => 'SHAREHOLDER',
+ 'modx_user_id' => $this->modx_user_id,
+ 'coba_company_id' => '0'
+ ));
+
+ $this->data_individual_shareholder = $x->fetchAll();
+
+ return true;
+ } else {
+ return false;
+ }
+ }
+
+ function is_company_shareholder($sectionKey)
+ {
+ if ($sectionKey == 'KYC: Shareholders: Company') {
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+ $x->_join .= "
+ LEFT JOIN
+ coba_address
+ ON
+ coba_address.id = join_coba_company_id_id.coba_address_id
+ ";
+
+ $address = DB_DataObject::factory('coba_address');
+ $x->selectAs($address, 'coba_address_id_%s');
+ $x->set(array(
+ 'relation' => 'SHAREHOLDER',
+ 'modx_user_id' => $this->modx_user_id,
+ 'coba_person_id' => '0',
+ 'parent_company_id' => '0'
+ ));
+ $this->data_company_shareholder = $x->fetchAll();
+ return true;
+ } else {
+ return false;
+ }
+ }
+
+ //------saving buffer for specific section------
+ function save_buffer_for_individual_shareholder($row)
+ {
+ if (!isset($this->schema_data_individual)) {
+ $this->schema_data_individual = $row;
+ }
+ }
+
+ function save_buffer_for_company_shareholder($row)
+ {
+ if (!isset($this->schema_data_company)) {
+ $this->schema_data_company = $row;
+ }
+ }
+
+ function print_label_and_data($client_data,$row,$tab_num)
+ {
+ $field_name = $row['Data Table']."_id_".$row['column_name'];
+ //var_dump($client_data);
+ $row['data'] = $client_data->$field_name;
+ if ($this->checkDependency($row)) {
+ echo "
+ <tr class='app-sum-body-indi-data-row'>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ {$this->tabbing($tab_num)}
+ {$row['Label']}
+ </td>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ ";
+ $this->outputQuestionByType($row);
+ echo "</td></tr>";
+ }
+ }
+
+ //output question from each section && switch the output for different questions' type
+ function outputQuestionByType($row)
+ {
+ switch ($row['type']) {
+ case 'checkbox':
+ if ($row['data']){
+ echo "<span class='glyphicon glyphicon-check app-sum-icon'></span>";
+ } else {
+ echo "<span class='glyphicon glyphicon-unchecked app-sum-icon'></span>";
+ }
+ break;
+ default:
+ echo $row['data'];
+ break;
+ }
+ }
+
+ function print_shareholder_of_shareholder($company_shareholder,$tab_num)
+ {
+ $tab_num ++;
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+
+ $x->_join .= "
+ LEFT JOIN
+ coba_address
+ ON
+ coba_address.id = join_coba_person_id_id.coba_address_id
+ ";
+
+ $address = DB_DataObject::factory('coba_address');
+ $x->selectAs($address, 'coba_address_id_%s');
+
+
+ $x->set(array(
+ 'relation' => 'SHAREHOLDER',
+ 'parent_company_id' => $company_shareholder->coba_company_id,
+ 'coba_company_id' => '0'
+ ));
+ $data_individual_shareholder = $x->fetchAll();
+
+ foreach ($data_individual_shareholder as $individual_shareholder_key
+ => $individual_shareholder) {
+ echo "
+ <table class='app-sum-body-indi-data-table'>
+ <tr class='app-sum-body-indi-data-row'>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ {$this->tabbing($tab_num)}
+ <span class='app-sum-body-corp-title'>
+ Individual Shareholder
+ {$this->modifyClientNumber($individual_shareholder_key)}
+ </span>
+ </td>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ </td>
+ </tr>
+ ";
+ foreach ($this->schema_data_individual as $individual_row) {
+ $this->print_label_and_data($individual_shareholder,$individual_row,$tab_num);
+ }
+ echo "</table>";
+ }
+
+ $x = PDO_DataObject::factory('coba_investor_relation');
+ $x->autoJoin();
+
+ $x->_join .= "
+ LEFT JOIN
+ coba_address
+ ON
+ coba_address.id = join_coba_company_id_id.coba_address_id
+ ";
+
+ $address = DB_DataObject::factory('coba_address');
+ $x->selectAs($address, 'coba_address_id_%s');
+
+ $x->set(array(
+ 'relation' => 'SHAREHOLDER',
+ 'parent_company_id' => $company_shareholder->coba_company_id,
+ 'coba_person_id' => '0',
+ ));
+ $data_company_shareholder = $x->fetchAll();
+
+
+ if (count($data_company_shareholder)) {
+ foreach ($data_company_shareholder as $company_shareholder_key
+ => $company_shareholder) {
+ echo "
+ <table class='app-sum-body-indi-data-table'>
+ <tr class='app-sum-body-indi-data-row'>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ {$this->tabbing($tab_num)}
+ <span class='app-sum-body-corp-title'>
+ Company Shareholder
+ {$this->modifyClientNumber($company_shareholder_key)}
+ </span>
+ </td>
+ <td class='col-md-6 app-sum-body-indi-data'>
+ </td>
+ </tr>
+ ";
+ foreach ($this->schema_data_company as $company_row) {
+ $this->print_label_and_data($company_shareholder,$company_row,$tab_num);
+ }
+ echo "</table>";
+ $this->print_shareholder_of_shareholder($company_shareholder,$tab_num);
+ }
+ }
+ }
+
+ function tabbing($tab_num)
+ {
+ $n = 0;
+ $tabbing_class_string = "";
+ while ($n < $tab_num) {
+ $tabbing_class_string.="<span class='app-sum-body-tabbing'></span>";
+ $n++;
+ };
+ return $tabbing_class_string;
+ }
+
+ function modifyClientNumber($n)
+ {
+ return $n+1;
+ }
+
+ function checkCompleteness($doc)
+ {
+ foreach ($doc as $item) {
+ if ($item->is_agreed) {
+ continue;
+ }
+ else {
+ return false;
+ }
+ }
+ return true;
+ }
+}
--- /dev/null
+<?php
+
+require_once 'Pman.php';
+
+class Pman_Coba_Schema extends Pman
+{
+ var $form_doc_data;
+
+ var $config = array();
+
+ var $related = array();
+
+ var $binary_mapping = array(
+ 'Contact' => 1,
+ 'KYC' => 2,
+ 'Declarations' => 4
+ );
+
+ var $table = '';
+
+ var $ignore = array(
+ 'Individual' => array(
+ 'in_prohibited_activities',
+ 'in_capital_summary',
+ 'social_security_number',
+ 'in_other_corrcountry',
+ 'in_correspondence_country',
+ 'in_correspondence_postalcode',
+ 'countries_of_tax_residence_other'
+ ),
+ 'Joint' => array(
+ 'in_prohibited_activities',
+ 'prohibited_activities_second_ap',
+ 'in_capital_summary',
+ 'capital_summary_second_ap',
+ 'social_security_number',
+ 'social_security_number_second_ap',
+ 'in_other_corrcountry',
+ 'in_correspondence_country',
+ 'in_correspondence_postalcode',
+ 'correspondence_postalcode_second_ap',
+ 'countries_of_tax_residence_other',
+ 'countries_of_tax_residence_second_other'
+ ),
+ 'Corporate' => array(
+ 'in_uscitizen',
+ 'in_usa_tin_number',
+ 'countries_of_tax_residence',
+ 'in_prohibited_activities',
+
+ 'in_addressline1',
+ 'in_addressline2',
+ 'in_district',
+ 'in_country',
+ 'in_other_country',
+ 'in_postalcode',
+ 'in_correspondence_addressline1',
+ 'in_correspondence_addressline2',
+ 'in_correspondence_district',
+ 'in_correspondence_country',
+ 'in_other_corrcountry',
+ 'in_correspondence_postalcode',
+ 'countries_of_tax_residence_other'
+
+ ),
+ 'coba_person' => array(
+ 'other_country',
+ 'other_nationality'
+ ),
+ 'coba_company' => array(
+ 'is_listed_company',
+ 'not_domociled_usa',
+ 'giin_number'
+ ),
+ 'coba_address' => array(
+ 'state'
+ )
+ );
+
+ function loadFormsDoc($user)
+ {
+ // $user == a PDO dataojbect of modx_users
+ // Call $user->ext_data() to return the related ext_data dataobject..
+ // load the forsm_docs_checklist.csv
+ // only store data in form_doc_data related to users fund / investor_type.
+ }
+
+ function formSection($user, $section)
+ {
+ if (empty($this->form_doc_data)) {
+ $this->loadFormsDoc($user);
+ }
+ return $this->form_doc_data[$section];
+ }
+
+ //check the completeness of the accreditation by selectAdd
+ function modifySelectAdd($do)
+ {
+ $this->table = $do->tableName();
+
+ $rowsCSV = $this->readCSV('all'); //read all mandatory CSV rows
+
+ $this->buildConfig();
+
+ $query = $this->buildQuery();
+
+ $do->selectAdd($query);
+
+ }
+
+ //modify the summary according to different account type
+ function modifySummary($data)
+ {
+ $rowsCSV = $this->readCSV($data['account_type']); //read mandatory CSV row by account type
+ $summary = array();
+ $req_field = array('Label', 'type', 'Data Table', 'column_name', 'dependent_column_name', 'dependent_val', 'dependent_table', 'being_dependent', 'if_checked');
+ foreach ($rowsCSV as $rowNum => $rowCSV) {
+ foreach ($req_field as $field) {
+ $summary[$rowCSV['Step']][$rowCSV['Section']][$rowCSV['Applicant']][$rowNum][$field] = isset($rowCSV[$field]) ? $rowCSV[$field] : null;
+ }
+ //assign data from ext_data to the schema var
+ $summary[$rowCSV['Step']][$rowCSV['Section']][$rowCSV['Applicant']][$rowNum]['data'] = isset($data[$rowCSV['column_name']]) ? $data[$rowCSV['column_name']] : null;
+ }
+ return $summary;
+ //$summary[step][section][Applicant][question number][Label/data/type...] <---5D array
+ }
+
+ //open CSV file & get mandatory rows for different account types - $t
+ //$t can be 'all', 'individual', 'joint', 'company'
+ function readCSV($t)
+ {
+ $ff = HTML_FlexyFramework2::get();
+
+ $file = __DIR__ . "/../../Coba/Clients/{$ff->Coba['client_dir']}/accreditationSchema.csv";
+
+ if(!file_exists($file)){
+ die("{$file} not exist?!\n");
+ }
+
+ $fp = fopen($file, "r");
+
+ $header = null;
+ //TODO change to switch
+ if ($t == "all") {
+ while ($row = fgetcsv($fp)) {
+ if ($header === null) {
+ $header = $row;
+ continue;
+ }
+ $rowsCSV[] = array_combine($header, $row);
+ }
+ } else {
+ $t = ucfirst($t);
+ while ($row = fgetcsv($fp)) {
+ if ($header === null) {
+ $header = $row;
+ continue;
+ } else {
+ $tempRow = array_combine($header, $row);
+ if (!empty($tempRow[$t])) {
+ $rowsCSV[] = array_combine($header, $row);
+ }
+ }
+ }
+ }
+
+ fclose($fp);
+ return $rowsCSV;
+ }
+
+ function buildConfig()
+ {
+ $data = $this->readCSV('all');
+
+ $this->config = array();
+
+ $types = array(
+ 'Individual',
+ 'Corporate',
+ 'Joint'
+ );
+
+ foreach ($data as $d){
+
+ foreach ($types as $t){
+
+ if(!isset($this->config[$t])){
+ $this->config[$t] = array();
+ }
+
+ if(
+ empty($d[$t]) ||
+ $d[$t] != 'M' ||
+ empty($d['Data Table'])
+ ){
+ continue;
+ }
+
+ if(!isset($this->config[$t][$d['Step']])){
+ $this->config[$t][$d['Step']] = array();
+ }
+
+ $cfg = array(
+ 'table' => $d['Data Table'],
+ 'column' => $d['column_name'],
+ 'type' => strtolower($d['Data Type']),
+ 'represent' => strtolower($d['type']),
+ 'dependent' => array()
+ );
+
+ if(!empty($d['dependent_column_name'])){
+ $cfg['dependent'] = array(
+ 'table' => $d['dependent_table'],
+ 'column' => $d['dependent_column_name'],
+ 'value' => $d['dependent_val']
+ );
+ }
+
+ if($d['Data Table'] != $this->table){
+
+ if(!isset($this->related[$d['Data Table']])){
+ $this->related[$d['Data Table']] = array();
+ }
+
+ if(isset($this->related[$d['Data Table']][$d['column_name']])){
+ continue;
+ }
+
+ $this->related[$d['Data Table']][$d['column_name']] = $cfg;
+ continue;
+
+ }
+
+ $this->config[$t][$d['Step']][] = $cfg;
+
+ }
+
+ }
+
+ return;
+
+ }
+
+ function buildQuery()
+ {
+ $query = array();
+ $query[] = "CASE";
+
+ foreach (array_keys($this->config) as $type){
+
+ $account_type = strtolower($type);
+
+ $query[] = "WHEN {$this->table}.account_type = '{$account_type}' THEN";
+
+ $data = $this->buildQueryData($type);
+ $data['Declarations'] = $this->buildDeclarationQuery();
+
+ $subquery = array();
+
+ foreach ($data as $k => $v){
+ foreach ($v as $vv){
+ $subquery[] = "(CASE WHEN {$vv} THEN {$this->binary_mapping[$k]} ELSE 0 END)";
+ }
+ }
+
+ $query[] = "CASE (" . implode(" | ", $subquery) . ")";
+
+ $query[] = "
+ WHEN 1 THEN
+ 'Contact'
+ WHEN 2 THEN
+ 'KYC'
+ WHEN 3 THEN
+ 'Contact,KYC'
+ WHEN 4 THEN
+ 'Declarations'
+ WHEN 5 THEN
+ 'Contact,Declarations'
+ WHEN 6 THEN
+ 'KYC,Declarations'
+ WHEN 7 THEN
+ 'Contact,KYC,Declarations'
+ ELSE
+ ''
+ END
+ ";
+ }
+
+ $query[] = "END AS check_complete";
+
+ return implode(' ', $query);
+
+ }
+
+ function buildQueryData($type)
+ {
+ if(empty($this->config) || empty($this->config[$type])){
+ return;
+ }
+
+ $query = array();
+
+ foreach ($this->config[$type] as $step => $fields){
+
+ if(!isset($query[$step])){
+ $query[$step] = array();
+ }
+
+ $extraMethod = "build{$type}{$step}Extra";
+
+ if(method_exists($this, $extraMethod)){
+
+ $query[$step] = array_merge($query[$step], $this->{$extraMethod}());
+ }
+
+ foreach ($fields as $k => $v){
+
+ if(in_array($v['column'], $this->ignore[$type])){
+ continue;
+ }
+
+ if($v['table'] != $this->table){
+ continue;
+ }
+
+ $equation = $this->data_type_equation($v['type']);
+
+ if(!empty($v['represent']) && $v['represent'] == 'checkbox'){
+ $equation = array("IS NULL", "= ''");
+ }
+
+ $q = array();
+
+ foreach ($equation as $e){
+ $q[] = "{$v['table']}.{$v['column']} {$e}";
+ }
+
+ if(empty($v['dependent'])){
+ $query[$step][] = '(' . implode(' OR ', $q) . ')';
+ continue;
+ }
+
+ $q = array(
+ '(' . implode(' OR ', $q) . ')'
+ );
+
+ $q[] = "{$v['dependent']['table']}.{$v['dependent']['column']} = '{$v['dependent']['value']}'";
+
+ $query[$step][] = '(' . implode(' AND ', $q) . ')';
+
+ }
+
+ }
+
+ return $query;
+
+ }
+
+ function buildIndividualContactExtra()
+ {
+ $extra = array();
+
+ $tn = $this->table;
+
+ $extra[] = "
+ (
+ {$tn}.not_have_passport = 1
+ AND
+ {$tn}.not_have_id_card = 1
+ )
+ ";
+ $extra[] = "
+ (
+ {$tn}.in_nationality = 'Others'
+ AND
+ {$tn}.in_other_nationality = ''
+ )
+ ";
+ $extra[] = "
+ (
+ {$tn}.in_correspondence_address = 'no'
+ AND
+ {$tn}.in_correspondence_country = 'Others'
+ AND
+ {$tn}.in_other_corrcountry = ''
+ )
+ ";
+ $extra[] = "
+ (
+ {$tn}.in_correspondence_address = 'no'
+ AND
+ {$tn}.post_code_na_corr = '0'
+ AND
+ {$tn}.in_correspondence_postalcode = ''
+ )";
+
+ return $extra;
+ }
+
+ function buildIndividualKYCExtra()
+ {
+ $extra = array();
+
+ $tn = $this->table;
+
+ $extra[] = "
+ (
+ (
+ {$tn}.in_uscitizen = 'yes'
+ OR
+ {$tn}.in_have_us_tax_id = 'yes'
+ )
+ AND
+ {$tn}.social_security_number = ''
+ )
+ OR
+ (
+ {$tn}.in_uscitizen = 'no'
+ AND
+ {$tn}.countries_of_tax_residence != ''
+ AND
+ INSTR({$tn}.countries_of_tax_residence, 'Others') != 0
+ AND
+ {$tn}.countries_of_tax_residence_other = ''
+ )
+ ";
+ $extra[] = "({$tn}.in_prohibited_activities != 1)";
+ $extra[] = "
+ (
+ INSTR(
+ {$tn}.anti_money_laundering,
+ (SELECT core_enum.id FROM core_enum WHERE core_enum.etype = 'Coba-Laundering' AND name = 'OTHER' )
+ ) != 0
+ AND
+ {$tn}.in_capital_summary = ''
+ )
+ ";
+
+ return $extra;
+ }
+
+ function buildJointContactExtra()
+ {
+ $extra = array();
+
+ $tn = $this->table;
+
+ $extra[] = "
+ (
+ {$tn}.not_have_passport = 1
+ AND
+ {$tn}.not_have_id_card = 1
+ )
+ OR
+ (
+ {$tn}.in_nationality = 'Others'
+ AND
+ {$tn}.in_other_nationality = ''
+ )
+ OR
+ (
+ {$tn}.in_correspondence_address = 'no'
+ AND
+ (
+ (
+ {$tn}.in_correspondence_country = 'Others'
+ AND
+ {$tn}.in_other_corrcountry = ''
+ )
+ OR
+ (
+ {$tn}.post_code_na_corr = '0'
+ AND
+ {$tn}.in_correspondence_postalcode = ''
+ )
+ )
+ )
+ OR
+ (
+ {$tn}.not_have_passport_ap2 = 1
+ AND
+ {$tn}.not_have_id_card_ap2 = 1
+ )
+ OR
+ (
+ {$tn}.nationality_second_ap = 'Others'
+ AND
+ {$tn}.other_nationality_second_ap = ''
+ )
+ OR
+ (
+ {$tn}.is_same_as_ap1 = 'no'
+ AND
+ {$tn}.country_second_ap = 'Others'
+ AND
+ {$tn}.other_country_second_ap = ''
+ )
+ OR
+ (
+ {$tn}.correspondence_address_second_ap = 'no'
+ AND
+ (
+ (
+ {$tn}.correspondence_country_second_ap = 'Others'
+ AND
+ {$tn}.other_corr_country_second_ap = ''
+ )
+ OR
+ (
+ {$tn}.post_code_na_corr_ap2 = '0'
+ AND
+ {$tn}.correspondence_postalcode_second_ap = ''
+ )
+ )
+ )
+
+ ";
+
+ return $extra;
+ }
+
+ function buildJointKYCExtra()
+ {
+ $extra = array();
+
+ $tn = $this->table;
+
+ $extra[] = "
+ (
+ (
+ {$tn}.in_uscitizen = 'yes'
+ OR
+ {$tn}.in_have_us_tax_id = 'yes'
+ )
+ AND
+ {$tn}.social_security_number = ''
+ )
+ OR
+ (
+ (
+ {$tn}.uscitizen_second_ap = 'yes'
+ OR
+ {$tn}.in_have_us_tax_id_second = 'yes'
+ )
+ AND
+ {$tn}.social_security_number_second_ap = ''
+ )
+ OR
+ (
+ {$tn}.in_uscitizen = 'no'
+ AND
+ {$tn}.countries_of_tax_residence != ''
+ AND
+ INSTR({$tn}.countries_of_tax_residence, 'Others') != 0
+ AND
+ {$tn}.countries_of_tax_residence_other = ''
+ )
+ OR
+ (
+ {$tn}.uscitizen_second_ap = 'no'
+ AND
+ {$tn}.countries_of_tax_residence_second != ''
+ AND
+ INSTR({$tn}.countries_of_tax_residence_second, 'Others') != 0
+ AND
+ {$tn}.countries_of_tax_residence_second_other = ''
+ )
+ OR
+ (
+ {$tn}.in_prohibited_activities != 1
+ )
+ OR
+ (
+ {$tn}.prohibited_activities_second_ap != 1
+ )
+ ";
+
+ $extra[] = "
+ (
+ INSTR(
+ {$tn}.anti_money_laundering,
+ (SELECT core_enum.id FROM core_enum WHERE core_enum.etype = 'Coba-Laundering' AND name = 'OTHER' )
+ ) != 0
+ AND
+ {$tn}.in_capital_summary = ''
+ )
+ ";
+ $extra[] = "
+ (
+ INSTR(
+ {$tn}.anti_money_laundering_second_ap,
+ (SELECT core_enum.id FROM core_enum WHERE core_enum.etype = 'Coba-Laundering' AND name = 'OTHER' )
+ ) != 0
+ AND
+ {$tn}.capital_summary_second_ap = ''
+ )
+ ";
+
+ return $extra;
+ }
+
+ function buildCorporateContactExtra()
+ {
+ $extra = array();
+
+ $tn = $this->table;
+
+ $extra[] = "
+ (
+ {$tn}.is_listed_company = 'no'
+ AND
+ (
+ {$tn}.in_addressline1 = ''
+ OR
+ {$tn}.in_addressline2 = ''
+ OR
+ {$tn}.in_district = ''
+ OR
+ {$tn}.in_country = ''
+ OR
+ (
+ {$tn}.in_correspondence_address = 'no'
+ AND
+ (
+ {$tn}.in_correspondence_addressline1 = ''
+ OR
+ {$tn}.in_correspondence_addressline2 = ''
+ OR
+ {$tn}.in_correspondence_district = ''
+ OR
+ {$tn}.in_correspondence_country = ''
+ OR
+ (
+ {$tn}.in_correspondence_country = 'Others'
+ AND
+ {$tn}.in_other_corrcountry = ''
+ )
+ OR
+ (
+ {$tn}.post_code_na_corr = '0'
+ AND
+ {$tn}.in_correspondence_postalcode = ''
+ )
+ )
+ )
+ OR
+ (
+ {$tn}.companies_domicile = 'Others'
+ AND
+ {$tn}.in_other_nationality = ''
+ )
+ OR
+ (
+ {$tn}.in_country = 'Others'
+ AND
+ {$tn}.in_other_country = ''
+ )
+ OR
+ (
+ {$tn}.post_code_na = '0'
+ AND
+ {$tn}.in_postalcode = ''
+ )
+ )
+ )
+ ";
+
+ $extra[] = "
+ (
+ {$tn}.is_listed_company = 'no'
+ AND
+ (
+ SELECT
+ COUNT(coba_investor_relation.id)
+ FROM
+ coba_investor_relation
+ WHERE
+ coba_investor_relation.modx_user_id = ext_data.userdata_id
+ AND
+ coba_investor_relation.relation = 'DIRECTOR'
+ ) < 1
+ )
+ ";
+
+ $related = $this->buildRelatedQuery();
+
+ $where = array_merge($related['coba_person'], $related['coba_address']);
+
+ $where = '(' . implode(" \nOR\n ", $where) . ')';
+
+ $extra[] = "
+ (
+ {$tn}.is_listed_company = 'no'
+ AND
+ (
+ SELECT
+ COUNT(coba_person.id)
+ FROM
+ coba_person
+ LEFT JOIN
+ coba_address
+ ON
+ coba_address.id = coba_person.coba_address_id
+ WHERE
+ $where
+ AND
+ coba_person.id IN (
+ SELECT
+ coba_investor_relation.coba_person_id
+ FROM
+ coba_investor_relation
+ WHERE
+ coba_investor_relation.modx_user_id = ext_data.userdata_id
+ AND
+ coba_investor_relation.relation = 'DIRECTOR'
+
+ )
+ ) > 0
+ )
+ ";
+
+ return $extra;
+ }
+
+ function buildCorporateKYCExtra()
+ {
+ $extra = array();
+
+ $tn = $this->table;
+
+ $extra[] = "
+ (
+ {$tn}.is_listed_company = 'no'
+ AND
+ (
+ {$tn}.in_uscitizen = ''
+ OR
+ (
+ {$tn}.in_uscitizen = 'yes'
+ AND
+ {$tn}.in_usa_tin_number = ''
+ )
+ OR
+ (
+ {$tn}.in_uscitizen = 'no'
+ AND
+ {$tn}.countries_of_tax_residence = ''
+ )
+ OR
+ (
+ {$tn}.in_uscitizen = 'no'
+ AND
+ {$tn}.countries_of_tax_residence != ''
+ AND
+ INSTR({$tn}.countries_of_tax_residence, 'Others') != 0
+ AND
+ {$tn}.countries_of_tax_residence_other = ''
+ )
+ )
+ )
+ ";
+ $extra[] = "
+ (
+ {$tn}.is_listed_company = 'yes'
+ AND
+ (
+ {$tn}.countries_of_tax_residence = ''
+ OR
+ (
+ {$tn}.in_uscitizen = 'no'
+ AND
+ {$tn}.countries_of_tax_residence != ''
+ AND
+ INSTR({$tn}.countries_of_tax_residence, 'Others') != 0
+ AND
+ {$tn}.countries_of_tax_residence_other = ''
+ )
+ )
+ )
+ ";
+ $extra[] = "({$tn}.in_prohibited_activities != 1)";
+
+ $extra[] = "
+ (
+ {$tn}.is_listed_company = 'no'
+ AND
+ (
+ SELECT
+ COUNT(coba_investor_relation.id)
+ FROM
+ coba_investor_relation
+ WHERE
+ coba_investor_relation.modx_user_id = ext_data.userdata_id
+ AND
+ coba_investor_relation.relation = 'SHAREHOLDER'
+ ) < 1
+ )
+ ";
+
+ $related = $this->buildRelatedQuery();
+
+ $where = array_merge($related['coba_person'], $related['coba_address']);
+
+ $where = '(' . implode(" \nOR\n ", $where) . ')';
+
+ $extra[] = "
+ (
+ {$tn}.is_listed_company = 'no'
+ AND
+ (
+ SELECT
+ COUNT(coba_person.id)
+ FROM
+ coba_person
+ LEFT JOIN
+ coba_address
+ ON
+ coba_address.id = coba_person.coba_address_id
+ WHERE
+ $where
+ AND
+ coba_person.id IN (
+ SELECT
+ coba_investor_relation.coba_person_id
+ FROM
+ coba_investor_relation
+ WHERE
+ coba_investor_relation.modx_user_id = ext_data.userdata_id
+ AND
+ coba_investor_relation.relation = 'SHAREHOLDER'
+
+ )
+ ) > 0
+ )
+ ";
+
+ $coba_company = '(' . implode(" \nOR\n ", $related['coba_company']) . ')';
+ $coba_address = '(' . implode(" \nOR\n ", $related['coba_address']) . ')';
+
+ $extra[] = "
+ (
+ {$tn}.is_listed_company = 'no'
+ AND
+ (
+ SELECT
+ COUNT(coba_company.id)
+ FROM
+ coba_company
+ LEFT JOIN
+ coba_address
+ ON
+ coba_address.id = coba_company.coba_address_id
+ WHERE
+ (
+ $coba_company
+ OR
+ CASE WHEN coba_company.is_listed_company = '0' THEN
+ $coba_address
+ ELSE
+ FALSE
+ END
+ )
+ AND
+ coba_company.id IN (
+ SELECT
+ coba_investor_relation.coba_company_id
+ FROM
+ coba_investor_relation
+ WHERE
+ coba_investor_relation.modx_user_id = ext_data.userdata_id
+ AND
+ coba_investor_relation.relation = 'SHAREHOLDER'
+
+ )
+ ) > 0
+ )
+ ";
+
+ return $extra;
+ }
+
+ function buildRelatedQuery()
+ {
+ $query = array();
+
+ foreach ($this->related as $k => $v){
+
+ if(!isset($query[$k])){
+ $query[$k] = array();
+ }
+
+ foreach ($v as $vv){
+
+ if(!empty($this->ignore[$k]) && in_array($vv['column'], $this->ignore[$k])){
+ continue;
+ }
+
+ $equation = $this->data_type_equation($vv['type']);
+
+ if(!empty($vv['represent']) && $vv['represent'] == 'checkbox'){
+ $equation = array("IS NULL", "= ''");
+ }
+
+ $q = array();
+
+ foreach ($equation as $e){
+ $q[] = "{$vv['table']}.{$vv['column']} {$e}";
+ }
+
+ if(empty($vv['dependent'])){
+ $query[$k][] = '(' . implode(' OR ', $q) . ')';
+ continue;
+ }
+
+ $q = array(
+ '(' . implode(' OR ', $q) . ')'
+ );
+
+ $q[] = "{$vv['dependent']['table']}.{$vv['dependent']['column']} = '{$vv['dependent']['value']}'";
+
+ $query[$k][] = '(' . implode(' AND ', $q) . ')';
+ }
+
+ if($k == 'coba_person'){
+ $query[$k][] = "
+ (
+ coba_person.not_have_passport = 1
+ AND
+ coba_person.not_have_id_card = 1
+ )
+ ";
+ $query[$k][] = "
+ (
+ coba_person.nationality = 'ot'
+ AND
+ coba_person.other_nationality = ''
+ )
+ ";
+ $query[$k][] = "(coba_person.coba_address_id = '0')";
+ }
+
+ if($k == 'coba_company'){
+ $query[$k][] = "(coba_company.is_listed_company = '-1')";
+ $query[$k][] = "
+ (
+ coba_company.is_listed_company = '0'
+ AND
+ (
+ coba_company.not_domociled_usa IS NULL
+ OR
+ coba_company.not_domociled_usa = ''
+ OR
+ (
+ coba_company.not_domociled_usa = '0'
+ AND
+ coba_company.giin_number = ''
+ )
+ OR
+ coba_company.coba_address_id = '0'
+ )
+ )
+ ";
+ }
+
+ if($k == 'coba_address'){
+ $query[$k][] = "
+ (
+ coba_address.country != 'ot'
+ AND
+ coba_address.state = '0'
+ )
+ ";
+ $query[$k][] = "
+ (
+ coba_address.country = 'ot'
+ AND
+ (
+ coba_address.other_country = ''
+ OR
+ coba_address.other_state = ''
+ )
+ )
+ ";
+ }
+
+ }
+
+ return $query;
+
+ }
+
+ function buildDeclarationQuery()
+ {
+ $query = array();
+
+ $query[] = "
+ (
+ SELECT
+ COUNT(coba_investor_declarations.id)
+ FROM
+ coba_investor_declarations
+ WHERE
+ coba_investor_declarations.user_id = ext_data.userdata_id
+ AND
+ coba_investor_declarations.is_agreed = 0
+ AND
+ coba_investor_declarations.dec_id IN (
+ SELECT
+ id
+ FROM
+ coba_declarations
+ WHERE
+ coba_declarations.dec_type = 'declaration'
+ AND
+ coba_declarations.is_active = 1
+ AND
+ (
+ CASE WHEN ext_data.account_type = 'individual' THEN
+ coba_declarations.used_by = 'I'
+ WHEN ext_data.account_type = 'joint' THEN
+ coba_declarations.used_by = 'J'
+ WHEN ext_data.account_type = 'corporate' AND ext_data.is_listed_company != 'yes' THEN
+ coba_declarations.used_by = 'C'
+ WHEN ext_data.account_type = 'corporate' AND ext_data.is_listed_company = 'yes' THEN
+ coba_declarations.used_by = 'CL'
+ END
+ )
+ )
+ ) > 0
+
+ ";
+
+ return $query;
+
+ }
+
+ function data_type_equation($type)
+ {
+ $type = strtolower(preg_replace('/\(.*\)/', '', $type));
+
+ $equation = array();
+
+ switch ($type) {
+ case 'varchar' :
+ case 'enum' :
+ case 'mediumtext' :
+ case 'text' :
+ $equation[] = "= ''";
+ break;
+ case 'date' :
+ $equation[] = "= ''";
+ $equation[] = "= '0000-00-00'";
+ break;
+ case 'int' :
+ case 'tinyint' :
+ $equation[] = "= 0";
+ break;
+ default :
+ $equation[] = 'IS NULL';
+ break;
+
+ }
+
+ return $equation;
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'Pman/Core/UpdateDatabase.php';
+
+class Pman_Coba_UpdateDatabase extends Pman_Core_UpdateDatabase
+{
+
+ static $cli_desc = "Update SQL - Beta";
+
+ static $cli_opts = array(
+
+ );
+
+ var $cli = false;
+
+ var $opts;
+
+ var $country_mapping = array();
+
+ var $client_path = '';
+
+ var $imageURI = '';
+
+ function getAuth()
+ {
+ $ff = HTML_FlexyFramework::get();
+ if (!empty($ff->cli)) {
+ $this->cli = true;
+ return true;
+ }
+
+ parent::getAuth(); // load company!
+ $au = $this->getAuthUser();
+ if (!$au || $au->company()->comptype != 'OWNER') {
+ $this->jerr("Not authenticated", array('authFailure' => true));
+ }
+ $this->authUser = $au;
+ return true;
+ }
+
+ function get($tbl, $opts = Array())
+ {
+ $this->updateData();
+ }
+
+ function updateData()
+ {
+ $ff = HTML_FlexyFramework2::get();
+
+ if(!isset($ff->Pman) || !isset($ff->Pman['local_base_url'])){
+ die("Please setup local_base_url");
+ }
+
+ $this->local_base_url = $ff->Pman['local_base_url'];
+
+ if(!empty($ff->Coba['client_dir'])){
+ $this->client_path = __DIR__ . "/../../Coba/Clients/{$ff->Coba['client_dir']}";
+ }
+ // reqired / prefered binaries..
+ $this->checkSystem(array('pdftk'), array());
+
+ $this->imageURI = "http://localhost{$this->local_base_url}/Roo/Images";
+
+ $this->updateImagesNoOfPage();
+
+ $this->initFund();
+
+ $this->initCountry();
+
+ $this->initState();
+
+ $this->initCoreCompany();
+
+ $this->initEnums();
+
+ $this->initGroups();
+
+ $this->initDeclarations();
+
+ $this->initUserDeclarations();
+
+ $this->initAdviserStaff();
+
+ $this->validateUserProfile();
+
+ $this->i18nSetPrefer();
+
+ }
+
+ function initFund()
+ {
+ $ff = HTML_FlexyFramework2::get();
+
+ if(empty($ff->Coba['default_fund'])){
+ die('Please setup default fund');
+ }
+
+ $fund = $ff->Coba['default_fund'];
+
+ $modx_accountmgmts = DB_DataObject::factory('modx_accountmgmts');
+
+ if($modx_accountmgmts->get('isin_code', $fund)){
+ return;
+ }
+
+ $modx_accountmgmts->setFrom(array(
+ 'isin_code' => $fund,
+ 'name' => $fund
+ ));
+
+ $modx_accountmgmts->insert();
+ }
+
+ function initCountry()
+ {
+ $modx_country = DB_DataObject::factory('modx_country');
+
+ foreach ($modx_country->fetchAll() as $mc){
+
+ $coba_country = DB_DataObject::factory('coba_country');
+ $coba_country->setFrom(array(
+ 'abbrv' => $mc->country_abbrv
+ ));
+
+ if($coba_country->find(true)){
+ $this->country_mapping[$mc->id] = $coba_country->id;
+ continue;
+ }
+
+ $coba_country->setFrom(array(
+ 'name' => $mc->country
+ ));
+
+ $coba_country->insert();
+
+ $this->country_mapping[$mc->id] = $coba_country->id;
+
+ }
+
+ }
+
+ function initState()
+ {
+ $modx_state = DB_DataObject::factory('modx_state');
+
+ foreach ($modx_state->fetchAll() as $ms){
+
+ if(empty($this->country_mapping[$ms->country_id])){
+ continue;
+ }
+
+ $coba_state = DB_DataObject::factory('coba_state');
+ $coba_state->setFrom(array(
+ 'name' => $ms->state,
+ 'country_id' => $this->country_mapping[$ms->country_id]
+ ));
+
+ if($coba_state->find(true)){
+ continue;
+ }
+
+ $coba_state->insert();
+
+ }
+
+ }
+
+ function initCoreCompany()
+ {
+ if(empty($this->client_path)){
+ return;
+ }
+
+ $file = "{$this->client_path}/configuration.json";
+
+ if(!file_exists($file)){
+ $this->jerr("Missing configuration file");
+ }
+
+ $cfg = json_decode(file_get_contents($file), true);
+
+ /*
+ * Make sure the necessary files have been set...
+ */
+
+ if(
+ empty($cfg['code']) ||
+ empty($cfg['name']) ||
+ empty($cfg['country'])
+ ) {
+ $this->jerr("Invalid configuration file");
+ }
+
+ $owner = DB_DataObject::factory('core_enum');
+
+ $owner->setFrom(array(
+ 'etype' => 'COMPTYPE',
+ 'name' => 'OWNER',
+ 'active' => 1
+ ));
+
+ if(!$owner->find(true)){
+ $this->jerr("Missing COMPTYPE configuration");
+ }
+
+ $core_company = DB_DataObject::factory('core_company');
+
+ if($core_company->get('code', $cfg['code'])){
+ return;
+ }
+
+ $core_company->setFrom($cfg);
+
+ $core_company->setFrom(array(
+ 'created_dt' => date('Y-m-d H:i:s'),
+ 'comptype_id' => $owner->id
+ ));
+
+ $core_company->insert();
+
+ }
+
+ var $declaration_types = array(
+ 'declaration',
+ 'forms',
+ 'checklist',
+ 'popup'
+ );
+
+ var $declaration_seq = array();
+
+ function initDeclarations()
+ {
+ if(empty($this->client_path)){
+ return;
+ }
+
+ $csv = $this->clientFilename('forms_docs_checklist.csv',$this);
+
+// $csv = '/home/edward/Downloads/forms_docs_checklist.csv';
+//
+// if(!file_exists($csv)){
+// $this->jerr("Missing Declarations configuration file");
+// }
+
+ ini_set("auto_detect_line_endings", true);
+
+ $fh = fopen($csv, 'r');
+
+ if (!$fh) {
+ $this->jerr("invalid file");
+ }
+
+ $req = array('FUND','SECTION', 'DATABASE_COL', 'TITLE', 'INDIVIDUAL', 'JOINT', 'COMPANY', 'COMPANY LISTED');
+
+ $cols = false;
+ $rows = array();
+
+ while(false !== ($n = fgetcsv($fh,10000, ',', '"'))) {
+
+ if(!array_filter($n)){ // empty row
+ continue;
+ }
+
+ if (!$cols) {
+
+ $cols = array();
+
+ foreach($n as $k) {
+ $cols[] = strtoupper(trim($k));
+ }
+
+ if (empty($cols)) {
+ continue;
+ }
+
+ foreach($req as $r) {
+
+ if (!in_array($r,$cols)) {
+ $cols = false;
+ break;
+ }
+ }
+
+ continue;
+ }
+
+ foreach($cols as $i => $k) {
+ $row[$k] = trim($n[$i]);
+ }
+
+ $rows[] = $row;
+ }
+
+ if (empty($cols)) {
+ $this->jerr("could not find a row with " . implode(' / ', $req));
+ }
+
+ fclose($fh);
+
+ $coba_declarations = DB_DataObject::factory('coba_declarations');
+ $coba_declarations->setFrom(array(
+ 'is_active' => 1
+ ));
+
+ $this->coba_declarations = array();
+
+ foreach ($coba_declarations->fetchAll() as $c){
+ $target = "{$c->dec_type}-{$c->nickname}-{$c->used_by}";
+
+ if(array_key_exists($target, $this->coba_declarations)){
+ continue;
+ }
+
+ $this->coba_declarations[$target] = clone ($c);
+ }
+
+ $coba_declarations = DB_DataObject::factory('coba_declarations');
+ $coba_declarations->setFrom(array(
+ 'is_active' => 1
+ ));
+
+ $coba_declarations->selectAdd();
+ $coba_declarations->selectAdd("
+ coba_declarations.dec_type AS dec_type,
+ MAX(coba_declarations.seq_order) AS max_seq
+ ");
+
+ $coba_declarations->groupBy('coba_declarations.dec_type');
+
+ $this->declaration_seq = $coba_declarations->fetchAll('dec_type', 'max_seq');
+
+ foreach ($rows as $r){
+
+ if(
+ empty($r['SECTION']) ||
+ empty($r['TITLE']) ||
+ $r['SECTION'] == 'Passcode' // not handle this at present...
+ ){
+ continue;
+ }
+
+ $fund_id = 0;
+
+ if(!empty($row['FUND']) && $row['FUND'] != '*'){
+
+ $modx_accountmgmts = DB_DataObject::factory('modx_accountmgmts');
+
+ if(!$modx_accountmgmts->get('isin_code', $row['FUND'])){
+ echo "Invalid Fund : {$r['FUND']} \n";
+ continue;
+ }
+
+ $fund_id = $modx_accountmgmts->id;
+ }
+
+ $dec_type = strtolower($r['SECTION']);
+
+ if(empty($dec_type) || !in_array($dec_type, $this->declaration_types)){
+ echo "Invalid Declaration Type : {$r['SECTION']} \n";
+ continue;
+ }
+
+ $method = "process_{$dec_type}";
+
+ if(!method_exists($this, $method)){
+ echo "Invalid method : {$method} \n";
+ continue;
+ }
+
+ $this->{$method}($fund_id, $dec_type, $r);
+
+ }
+
+ foreach ($this->coba_declarations as $c){
+ $o = clone ($c);
+ $c->is_active = 0;
+ $c->update($o);
+ }
+
+ }
+
+ var $field_mapping = array(
+ 'INDIVIDUAL' => 'I',
+ 'JOINT' => 'J',
+ 'COMPANY' => 'C',
+ 'COMPANY LISTED' => 'CL'
+ );
+
+ function process_declaration($fund_id, $dec_type, $row)
+ {
+ if(!isset($this->declaration_seq[$dec_type])){
+ $this->declaration_seq[$dec_type] = 0;
+ }
+
+ $this->declaration_seq[$dec_type] = $this->declaration_seq[$dec_type] + 1;
+
+ foreach ($this->field_mapping as $k => $v){
+
+ $target = "{$dec_type}-{$row['DATABASE_COL']}-{$v}";
+
+ if(array_key_exists($target, $this->coba_declarations)){
+ unset($this->coba_declarations[$target]);
+ }
+
+
+
+ $file = self::clientFilename($row[$k], $this);
+
+ echo "Declaration ({$k}) : {$file}\n";
+
+ $coba_declarations = DB_DataObject::factory('coba_declarations');
+ $coba_declarations->setFrom(array(
+ 'fund_id' => $fund_id,
+ 'dec_type' => $dec_type,
+ 'nickname' => empty($row['DATABASE_COL']) ? '' : $row['DATABASE_COL'],
+ 'is_active' => 1,
+ 'used_by' => $v
+ ));
+
+ $o = false;
+
+ if($coba_declarations->find(true)){
+ $o = clone ($coba_declarations);
+ }
+
+ if(empty($row[$k]) || !file_exists($file)){
+
+ if(!empty($o)){
+ $coba_declarations->is_active = 0;
+ $coba_declarations->update($o);
+ }
+
+ echo "Ignore : File not found\n";
+
+ continue;
+ }
+
+ $coba_declarations->setFrom(array(
+ 'title' => (empty($row['TITLE'])) ? '' : $row['TITLE'],
+ 'seq_order' => $this->declaration_seq[$dec_type]
+ ));
+
+ if(empty($o)){
+ $coba_declarations->setFrom(array(
+ 'created_dt' => date('Y-m-d')
+ ));
+ }
+
+ (empty($o)) ? $coba_declarations->insert() : $coba_declarations->update($o);
+
+ $images = DB_DataObject::factory('Images');
+ $images->setFrom(array(
+ 'onid' => $coba_declarations->id,
+ 'ontable' => $coba_declarations->tableName()
+ ));
+
+ $images->find(true);
+
+ if($this->verifyDeclarationFile($images, $file)){
+ $this->uploadDeclarationFile($coba_declarations, $file);
+ }
+
+ }
+
+ }
+
+ function process_forms($fund_id, $dec_type, $row)
+ {
+ if(!isset($this->declaration_seq[$dec_type])){
+ $this->declaration_seq[$dec_type] = 0;
+ }
+
+ $this->declaration_seq[$dec_type] = $this->declaration_seq[$dec_type] + 1;
+
+ foreach ($this->field_mapping as $k => $v){
+
+ $target = "{$dec_type}-{$row['DATABASE_COL']}-{$v}";
+
+ if(array_key_exists($target, $this->coba_declarations)){
+ unset($this->coba_declarations[$target]);
+ }
+
+ $file = self::clientFilename($row[$k], $this);
+
+ echo "Form ({$k}) : {$file}\n";
+
+ $coba_declarations = DB_DataObject::factory('coba_declarations');
+ $coba_declarations->setFrom(array(
+ 'fund_id' => $fund_id,
+ 'dec_type' => $dec_type,
+ 'nickname' => empty($row['DATABASE_COL']) ? '' : $row['DATABASE_COL'],
+ 'is_active' => 1,
+ 'used_by' => $v
+ ));
+
+ $o = false;
+
+ if($coba_declarations->find(true)){
+ $o = clone ($coba_declarations);
+ }
+
+ if(empty($row[$k]) || !file_exists($file)){
+
+ if(!empty($o)){
+ $coba_declarations->is_active = 0;
+ $coba_declarations->update($o);
+ }
+
+ echo "Ignore : File not found\n";
+
+ continue;
+ }
+
+ $coba_declarations->setFrom(array(
+ 'title' => (empty($row['TITLE'])) ? '' : $row['TITLE'],
+ 'seq_order' => $this->declaration_seq[$dec_type]
+ ));
+
+ if(empty($o)){
+ $coba_declarations->setFrom(array(
+ 'created_dt' => date('Y-m-d')
+ ));
+ }
+
+ (empty($o)) ? $coba_declarations->insert() : $coba_declarations->update($o);
+
+ $images = DB_DataObject::factory('Images');
+ $images->setFrom(array(
+ 'onid' => $coba_declarations->id,
+ 'ontable' => $coba_declarations->tableName(),
+ 'imgtype' => ''
+ ));
+
+ $images->find(true);
+
+ if($this->verifyDeclarationFile($images, $file)){
+ $this->uploadDeclarationFile($coba_declarations, $file);
+ }
+
+ $ext = pathinfo($file);
+
+ $dn = dirname($file);
+
+ $instructions = "{$dn}/{$ext['filename']}.instructions.{$ext['extension']}";
+
+ echo "Form Instructions : {$instructions}\n";
+
+ $images = DB_DataObject::factory('Images');
+ $images->setFrom(array(
+ 'onid' => $coba_declarations->id,
+ 'ontable' => $coba_declarations->tableName(),
+ 'imgtype' => 'instructions'
+ ));
+
+ $images->find(true);
+
+ if($this->verifyDeclarationFile($images, $instructions)){
+ $this->uploadDeclarationFile($coba_declarations, $instructions, 'instructions');
+ }
+
+
+ }
+
+ }
+
+ function process_checklist($fund_id, $dec_type, $row)
+ {
+ if(!isset($this->declaration_seq[$dec_type])){
+ $this->declaration_seq[$dec_type] = 0;
+ }
+
+ $this->declaration_seq[$dec_type] = $this->declaration_seq[$dec_type] + 1;
+
+ foreach ($this->field_mapping as $k => $v){
+
+ $target = "{$dec_type}-{$row['DATABASE_COL']}-{$v}";
+
+ if(array_key_exists($target, $this->coba_declarations)){
+ unset($this->coba_declarations[$target]);
+ }
+
+ $coba_declarations = DB_DataObject::factory('coba_declarations');
+ $coba_declarations->setFrom(array(
+ 'fund_id' => $fund_id,
+ 'dec_type' => $dec_type,
+ 'nickname' => empty($row['DATABASE_COL']) ? '' : $row['DATABASE_COL'],
+ 'is_active' => 1,
+ 'used_by' => $v
+ ));
+
+ $o = false;
+
+ if($coba_declarations->find(true)){
+ $o = clone ($coba_declarations);
+ }
+
+ if(empty($row[$k]) || $row[$k] != 'y'){
+
+ if(!empty($o)){
+ $coba_declarations->is_active = 0;
+ $coba_declarations->update($o);
+ }
+
+ continue;
+ }
+
+ $coba_declarations->setFrom(array(
+ 'title' => (empty($row['TITLE'])) ? '' : $row['TITLE'],
+ 'seq_order' => $this->declaration_seq[$dec_type]
+ ));
+
+ if(empty($o)){
+ $coba_declarations->setFrom(array(
+ 'created_dt' => date('Y-m-d')
+ ));
+ }
+
+ (empty($o)) ? $coba_declarations->insert() : $coba_declarations->update($o);
+
+ }
+
+ }
+
+ function process_popup($fund_id, $dec_type, $row)
+ {
+ if(!isset($this->declaration_seq[$dec_type])){
+ $this->declaration_seq[$dec_type] = 0;
+ }
+
+ $this->declaration_seq[$dec_type] = $this->declaration_seq[$dec_type] + 1;
+
+ foreach ($this->field_mapping as $k => $v){
+
+ $target = "{$dec_type}-{$row['DATABASE_COL']}-{$v}";
+
+ if(array_key_exists($target, $this->coba_declarations)){
+ unset($this->coba_declarations[$target]);
+ }
+
+ $file = self::clientFilename($row[$k], $this);
+
+ echo "Popup ({$k}) : {$file}\n";
+
+ $coba_declarations = DB_DataObject::factory('coba_declarations');
+ $coba_declarations->setFrom(array(
+ 'fund_id' => $fund_id,
+ 'dec_type' => $dec_type,
+ 'nickname' => empty($row['DATABASE_COL']) ? '' : $row['DATABASE_COL'],
+ 'is_active' => 1,
+ 'used_by' => $v
+ ));
+
+ $o = false;
+
+ if($coba_declarations->find(true)){
+ $o = clone ($coba_declarations);
+ }
+
+ if(empty($row[$k]) || !file_exists($file)){
+
+ if(!empty($o)){
+ $coba_declarations->is_active = 0;
+ $coba_declarations->update($o);
+ }
+
+ echo "Ignore : File not found\n";
+
+ continue;
+ }
+
+ $coba_declarations->setFrom(array(
+ 'title' => (empty($row['TITLE'])) ? '' : $row['TITLE'],
+ 'seq_order' => $this->declaration_seq[$dec_type]
+ ));
+
+ if(empty($o)){
+ $coba_declarations->setFrom(array(
+ 'created_dt' => date('Y-m-d')
+ ));
+ }
+
+ (empty($o)) ? $coba_declarations->insert() : $coba_declarations->update($o);
+
+ $images = DB_DataObject::factory('Images');
+ $images->setFrom(array(
+ 'onid' => $coba_declarations->id,
+ 'ontable' => $coba_declarations->tableName()
+ ));
+
+ $images->find(true);
+
+ if($this->verifyDeclarationFile($images, $file)){
+ $this->uploadDeclarationFile($coba_declarations, $file);
+ }
+
+ }
+ }
+
+ function verifyDeclarationFile($image, $file)
+ {
+ if(empty($image->id)){
+ return true;
+ }
+
+ $ofile = $image->getStoreName();
+
+ /*
+ * File is already up to date
+ */
+ if(file_exists($file) && file_exists($ofile) && md5(file_get_contents($ofile)) == md5(file_get_contents($file))){
+ echo "Ignore : Already up-to-date\n";
+ return false;
+ }
+
+ echo "Deleting : {$ofile}\n";
+
+ /*
+ * Otherwise, delete it...
+ */
+
+ $ff = HTML_FlexyFramework2::get();
+
+ if(empty($ff->Pman['local_autoauth'])){
+ $ff->page->jerr('Please set up local_autoauth');
+ }
+
+ $res = $this->curl($this->imageURI, array(
+ '_delete' => $image->id
+ ), 'POST');
+
+ $response = str_replace('<HTML><HEAD></HEAD><BODY>', '', $res);
+ $response = str_replace('</BODY></HTML>', '', $response);
+ $response = json_decode($response, true);
+
+ if(!is_array($response) || empty($response['success'])){
+ echo "Error occur on deleting image => {$this->imageURI}\n";
+ print_R($res);
+ print_r($image);
+ print_R($response);
+ exit;
+ }
+
+ return true;
+ }
+
+ function uploadDeclarationFile($coba_declarations, $file, $imgtype = '')
+ {
+ if(!file_exists($file)){
+ echo "Ignore : file not found\n";
+ return;
+ }
+
+ echo "Uploading : {$file}\n";
+
+ if (function_exists('curl_file_create')) {
+ $cFile = curl_file_create(realpath($file));
+ } else {
+ $cFile = '@' . realpath($file);
+ }
+
+ $ff = HTML_FlexyFramework2::get();
+
+ if(empty($ff->Pman['local_autoauth'])){
+ $ff->page->jerr('Please set up local_autoauth');
+ }
+
+ $res = $this->curl($this->imageURI, array(
+ 'onid' => $coba_declarations->id,
+ 'ontable' => $coba_declarations->tableName(),
+ 'imgtype' => $imgtype,
+ 'imageUpload' => $cFile
+ ), 'POST');
+
+ $response = str_replace('<HTML><HEAD></HEAD><BODY>', '', $res);
+ $response = str_replace('</BODY></HTML>', '', $response);
+ $response = json_decode($response, true);
+
+ if(!is_array($response) || empty($response['success'])){
+ echo "Error occur on uploading file => {$this->imageURI}\n";
+ echo "{$file}\n";
+ print_r($res);
+ print_r($coba_declarations);
+ print_R($response);
+ exit;
+ }
+ }
+
+ function initUserDeclarations()
+ {
+ $users = array();
+
+ $ext_data = DB_DataObject::factory('ext_data');
+ $ext_data->autoJoin();
+
+ $ext_data->whereAdd("
+ join_userdata_id_id.active = 1
+ ");
+
+ foreach ($ext_data->fetchAll() as $e){
+
+ if(!isset($users[$e->account_type])){
+ $users[$e->account_type] = array();
+ }
+
+ $users[$e->account_type][] = clone ($e);
+
+ }
+
+ $coba_declarations = DB_DataObject::factory('coba_declarations');
+ $coba_declarations->setFrom(array(
+ 'dec_type' => 'declaration',
+ 'is_active' => 1
+ ));
+
+ $account_type_mapping = array(
+ 'I' => 'individual',
+ 'J' => 'joint',
+ 'C' => 'corporate',
+ 'CL' => 'corporate'
+ );
+
+ foreach ($coba_declarations->fetchAll() as $c){
+
+ if(empty($account_type_mapping[$c->used_by]) || empty($users[$account_type_mapping[$c->used_by]])){
+ continue;
+ }
+
+ foreach ($users[$account_type_mapping[$c->used_by]] as $u){
+
+ $coba_investor_declarations = DB_DataObject::factory('coba_investor_declarations');
+ $coba_investor_declarations->setFrom(array(
+ 'user_id' => $u->userdata_id,
+ 'dec_id' => $c->id
+ ));
+
+ if($coba_investor_declarations->find(true)){
+ continue;
+ }
+
+ $coba_investor_declarations->setFrom(array(
+ 'is_agreed' => 0
+ ));
+
+ $coba_investor_declarations->insert();
+
+ }
+
+ }
+
+ }
+
+ function initEnums()
+ {
+ $enum = DB_DataObject::factory('core_enum');
+
+ $enum->initEnums(
+ array(
+ array(
+ 'etype' => '',
+ 'name' => 'Coba-Laundering',
+ 'display_name' => 'Coba Anti-Money Laundering',
+ 'cn' => array(
+ array(
+ 'name' => 'SALARY',
+ 'display_name' => 'Salary/Employment Income',
+ 'seqid' => 1
+ ),
+ array(
+ 'name' => 'INHERITANCE',
+ 'display_name' => 'Inheritance',
+ 'seqid' => 2
+ ),
+ array(
+ 'name' => 'GIFTS',
+ 'display_name' => 'Gifts',
+ 'seqid' => 3
+ ),
+ array(
+ 'name' => 'SALEOFASSETS',
+ 'display_name' => 'Sale of assets',
+ 'seqid' => 4
+ ),
+ array(
+ 'name' => 'OTHER',
+ 'display_name' => 'Other',
+ 'seqid' => 5
+ )
+ )
+ ),
+ )
+ );
+
+ $data_enum_investor_profile = $this->readCSV();
+ $data_enum_investor_profile = $this->modifyEnumArray($data_enum_investor_profile);
+ foreach ($data_enum_investor_profile as $questionKey => $question) {
+ $enum->initEnums(array($question));
+ }
+
+ }
+
+ function readCSV()
+ {
+ $ff = HTML_FlexyFramework2::get();
+ $filename =
+ $fp = fopen($this->clientFilename("Enum_Schema_InvestorProfile.csv",$this),"r");
+ $header = null;
+ while ($row = fgetcsv($fp)) {
+ if ($header === null) {
+ $header = $row;
+ continue;
+ }
+ $rowsCSV[] = array_combine($header, $row);
+ }
+ fclose($fp);
+ return $rowsCSV;
+ }
+
+ function modifyEnumArray($rowsCSV)
+ {
+ foreach ($rowsCSV as $rowCSV) {
+ if(!isset($etypes[$rowCSV['etype']])){
+ $etypes[$rowCSV['etype']] = array(
+ 'etype' => '',
+ 'name' => $rowCSV['etype'],
+ 'display_name' => $rowCSV['question'],
+ 'cn' => []
+ );
+ }
+
+ $etypes[$rowCSV['etype']]['cn'][] = array(
+ 'name' => $rowCSV['name'],
+ 'display_name' => $rowCSV['display_name'],
+ 'seqid' => $rowCSV['seqid']
+ );
+ }
+ return array_values($etypes);
+ }
+
+
+ static function clientFilename($doc, $pman)
+ {
+ $csv = "{$pman->client_path}/{$doc}";
+ $csv_default = __DIR__ . "/../../Coba/Clients/default/{$doc}";
+
+ if(file_exists($csv)) {
+ return $csv;
+ }
+
+ if (file_exists($csv_default)) {
+ return $csv_default;
+ }
+ if ($pman == false) {
+ return false;
+ }
+
+ $pman->jerr("Missing client File: $doc");
+
+ }
+
+ function initAdviserStaff()
+ {
+ if(empty($this->client_path)){
+ return;
+ }
+
+ $csv = $this->clientFilename('staff.csv', $this);
+
+ ini_set("auto_detect_line_endings", true);
+
+ $fh = fopen($csv, 'r');
+
+ if (!$fh) {
+ $this->jerr("invalid file");
+ }
+
+ $req = array('NAME', 'EMAIL', 'ROLE');
+
+ $cols = false;
+ $rows = array();
+
+ while(false !== ($n = fgetcsv($fh,10000, ',', '"'))) {
+
+ if(!array_filter($n)){ // empty row
+ continue;
+ }
+
+ if (!$cols) {
+
+ $cols = array();
+
+ foreach($n as $k) {
+ $cols[] = strtoupper(trim($k));
+ }
+
+ if (empty($cols)) {
+ continue;
+ }
+
+ foreach($req as $r) {
+
+ if (!in_array($r,$cols)) {
+ $cols = false;
+ break;
+ }
+ }
+
+ continue;
+ }
+
+ foreach($cols as $i => $k) {
+ $row[$k] = trim($n[$i]);
+ }
+
+ $rows[] = $row;
+ }
+
+ if (empty($cols)) {
+ $this->jerr("could not find a row with " . implode(' / ', $req));
+ }
+
+ fclose($fh);
+
+ $this->adviserGroup = $this->lookupAdviserGroup();
+
+ $this->adviserCompany = $this->lookupAdviserCompany();
+
+ foreach ($rows as $row){
+
+ if(
+ empty($row['NAME']) ||
+ empty($row['EMAIL']) ||
+ !filter_var($row['EMAIL'], FILTER_VALIDATE_EMAIL)
+ ){
+ echo "Invalid Data : \n";
+ print_r($row);
+ continue;
+ }
+
+ $this->process_adviser($row);
+
+ }
+
+ }
+
+ function lookupAdviserGroup()
+ {
+ $core_group = DB_DataObject::factory('core_group');
+ $core_group->setFrom(array(
+ 'name' => 'Adviser'
+ ));
+
+ if(!$core_group->find(true)){
+ $core_group->insert();
+ }
+
+ return $core_group;
+ }
+
+ function lookupAdviserCompany()
+ {
+ $core_company = DB_DataObject::factory('core_company');
+ $core_company->setFrom(array(
+ 'comptype' => 'OWNER'
+ ));
+
+ if(!$core_company->find(true)){
+ $this->jerr('Error occur on lookup adviser company?!');
+ }
+
+ return $core_company;
+ }
+
+ function process_adviser($row)
+ {
+ $core_person = DB_DataObject::factory('core_person');
+ $core_person->setFrom(array(
+ 'email' => $row['EMAIL']
+ ));
+
+ if(!$core_person->find(true)){
+
+ $name = $core_person->escape($row['NAME']);
+
+ $core_person->setFrom(array(
+ 'name' => $name,
+ 'company_id' => $this->adviserCompany->id,
+ 'role' => empty($row['ROLE']) ? '' : $row['ROLE'],
+ 'active' => 1
+ ));
+
+ $core_person->insert();
+
+ }
+
+ if (empty($row['ROLE']) || $row['ROLE'] != 'Adviser') {
+ $this->adviserGroup->removeMember($core_person);
+ return;
+ }
+
+ $this->adviserGroup->addMember($core_person);
+
+ }
+
+ function validateUserProfile()
+ {
+ $ext_data = DB_DataObject::factory('ext_data');
+
+ foreach ($ext_data->fetchAll() as $d){
+
+ $modx_user_attributes = DB_DataObject::factory('modx_user_attributes');
+
+ if($modx_user_attributes->get('internalKey', $d->userdata_id)){
+ continue;
+ }
+
+ $fullname = array();
+
+ foreach (array('in_firstname', 'in_middlename', 'in_lastname') as $k) {
+ if (empty($d->{$k})) {
+ continue;
+ }
+ $fullname[] = $d->{$k};
+ }
+
+ $fullname = implode(' ', $fullname);
+
+ echo "Creating modx_user_attributes for {$fullname}...\n";
+
+ $modx_user_attributes = PDO_DataObject::factory('modx_user_attributes');
+ $modx_user_attributes->setFrom(array(
+ 'internalKey' => $d->userdata_id,
+ 'fullname' => $fullname,
+ 'email' => $d->in_email
+ ));
+
+ $modx_user_attributes->insert();
+
+ }
+ }
+
+ function i18nSetPrefer()
+ {
+ $a = [
+ 'USD',
+ 'HKD',
+ 'GBP',
+ 'AUD',
+ 'EUR',
+ 'CNY',
+ 'CHF',
+ 'NZD',
+ 'INR',
+ 'SGD',
+ 'JPY'
+ ];
+
+ $x = DB_DataObject::factory('i18n');
+ $x->ltype = 'm';
+ $x->is_prefer = 1;
+ if ($x->count() >0) {
+ return;
+ }
+ foreach ($a as $i => $cur) {
+ $y = DB_DataObject::factory('i18n');
+ $y->is_active = 1;
+ $y->inlang = 'en';
+ $y->ltype = 'm';
+ if (!$y->get("lkey",$cur)) {
+ $this->jerr("could not find currency $cur in i18n");
+ }
+ $yy = clone($y);
+ $y->is_prefer = 1;
+ if (!$y->update($yy)) {
+
+ $this->jerr("update is_prefer failed");
+ }
+ }
+
+
+ }
+
+ function initGroups()
+ {
+ $groups = array(
+ array(
+ 'name' => 'Adviser'
+ ),
+ array(
+ 'name' => 'Advisor - not public'
+ )
+ );
+
+ $core_group = DB_DataObject::factory('core_group');
+
+ $core_group->initDatabase($this, $groups);
+ }
+
+ function updateImagesNoOfPage()
+ {
+ $images = DB_DataObject::factory('Images');
+ $images->setFrom(array(
+ 'mimetype' => 'application/pdf',
+ 'no_of_pages' => 0
+ ));
+
+ foreach ($images->fetchAll() as $i){
+
+ $file = $i->getStoreName();
+
+ if(!file_exists($file)){
+ continue;
+ }
+
+ $o = clone($i);
+
+ $i->no_of_pages = $i->getPdfPages($file);
+
+ $i->update($o);
+
+ }
+ }
+
+}
--- /dev/null
+<?php
+
+require_once 'Pman.php';
+
+class Pman_Coba_UploadDocument extends Pman
+{
+
+ /**
+ * get .. same as roo...
+ *
+ */
+
+ function getAuth()
+ {
+ if (HTML_FlexyFramework::get()->cli) {
+ return true;
+ }
+ return parent::getAuth();
+ }
+
+
+ function get()
+ {
+ // fixme...
+ //PEAR::setErrorHandling(PEAR_ERROR_CALLBACK, array($this, 'onPearError'));
+
+ //DB_DataObject::DebugLevel(1);
+ require_once 'File/Convert.php';
+ $fc = new File_Convert('/tmp/clients.xls', 'application/vnd.ms-excel');
+ //var_Dump($img->getStoreName());
+ $csv = $fc->convert('text/csv');
+ $this->importCsv($csv);
+ }
+
+
+ function post( )
+ {
+ //PEAR::setErrorHandling(PEAR_ERROR_CALLBACK, array($this, 'onPearError'));
+
+
+ $img = DB_DataObject::Factory('images');
+ //$img->setFrom(array(
+ // 'onid' => 0,
+ // 'ontable' => 'ipshead'
+ //));
+ $img->filename = $_FILES['filename']['name'];
+ $img->mime_type = $_FILES['filename']['type'];
+ $img->filesize = $_FILES['filename']['size'];
+ $img->ontable = 'coba_declarations';
+ $img->created = date('Y-m-d H:i:s');
+ $img->onUpload(false);
+ $img->insert();
+
+ //require_once 'File/Convert.php';
+ //$fc = new File_Convert($img->getStoreName(), $img->mimetype );
+ var_Dump($img->getStoreName());
+ print_r($_FILES);
+ //$csv = $fc->convert('text/csv');
+ //if (empty($_REQUEST['as'])) {
+ // $this->jerr("missing target type");
+ //}
+ //if (empty($_REQUEST['Content-Type'])) {
+ // $this->jerr("missing content-type");
+ //}
+ //if (empty($_REQUEST['data'])) {
+ // $this->jerr("missing data");
+ //}
+
+
+ $this->jok($img->id);
+
+
+ //$img->as_mimetype = $_REQUEST['as'];
+ //$img->mimetype = $_REQUEST['mimetype'];
+ //require_once 'File/MimeType.php';
+ //$y = new File_MimeType();
+ //$src_ext = $y->toExt( $this->mimetype );
+
+
+ //$tmp = $img->tempName($src_ext);
+ //file_put_contents($tmp, $_REQUEST['data']);
+
+
+
+ //print_R($fc);exit;
+ //var_dump($csv);exit;
+ //$this->importCsv($csv);
+ }
+ function importCsv($csv)
+ {
+
+ $co = DB_DataObject::Factory('I18n');
+ $co->buildDB();
+
+ ini_set("auto_detect_line_endings", true);
+
+
+
+ $fh = fopen($csv, 'r');
+ if (!$fh) {
+ $this->jerr("invalid file");
+ }
+ $bom = "\xEF\xBB\xBF";
+ for ($i = 0; $i< 3;$i++) {
+ if ($bom[$i] != fgetc($fh)) {
+ fseek($fh,0);
+ break;
+ }
+
+ }
+
+
+
+ // we need to break this into cols..
+ $cols = false;
+ $rows = array();
+ while(false !== ($n = fgetcsv($fh,10000, ',', '"'))) {
+
+ if (!$cols) {
+
+ $cols = array();
+ foreach($n as $k) {
+ $cols[] = strtoupper(trim($k));
+ }
+ /*
+ foreach($req as $r) {
+ if (!in_array($r,$cols)) {
+ $this->jerr('missing ' . $r . ' : ' . implode(' , ' , $cols));
+ }
+ }
+ */
+ continue;
+ }
+ foreach($cols as $i=>$k) {
+ $row[$k] = $n[$i];
+ }
+ $rows[] = $row;
+ }
+
+ fclose($fh);
+ //
+
+
+
+ foreach($rows as $i => $row) {
+
+ $this->importRow($row);
+
+ }
+ $this->jok( "DONE " . count($rows));
+
+
+
+ }
+
+ function importRow($row)
+ {
+ // echo '<PRE>';print_R($row);
+ //DB_DataObject::DebugLevel(1);
+ $t = DB_DataObject::Factory('core_person');
+ $map = array(
+
+ // 'TYPE OF CLIENT'
+ // company
+ 'NAME' => 'name',
+ 'SURNAME' => 'lastname',
+ 'TITLE' => 'role',
+ 'EMAIL' => 'email',
+ 'PHONE1--- DIRECT LINE' => 'phone',
+ 'MOBILE' => 'phone_mobile',
+ 'GENERAL LINE' => 'phone_direct',
+ // 'ADDRESS1' => 'address',
+ // 'ADDRESS2' => 'address',
+ // 'ADDRESS3' => 'address',
+ // 'COUNTRY' => 'address',
+ // 'WEBSITE' => 'url',
+ 'COMMENTS' => 'remarks'
+
+ );
+
+ if (empty($row['EMAIL'])) {
+ return;
+ }
+ if ($t->get('email', $row['EMAIL'])) {
+ if ($t->company()->comptype == 'OWNER') {
+ return;
+ }
+ }
+ foreach($map as $k=>$v) {
+ $t->{$v} = $row[$k];
+ }
+ $t->id ? $t->update() : $t->insert();
+
+
+
+ $tt = DB_DataObject::Factory('core_person');
+ $tt->get($t->id);
+ // next company..
+ if (empty($row['COMPANY'])) {
+ return;
+ }
+ if ($row['TYPE OF CLIENT'] == 'OWNER') {
+ return;
+ }
+ $c = DB_DAtaObject::Factory('Companies');
+ if ($c->get('name', $row['COMPANY']) && $c->comptype == 'OWNER') {
+ return;
+ }
+ $map = array(
+ 'COMPANY' => 'name',
+ 'ADDRESS1' => 'address1',
+ 'ADDRESS2' => 'address2',
+ 'ADDRESS3' => 'address3',
+ 'TYPE OF CLIENT' => 'comptype',
+ //'COUNTRY' => 'country',
+ 'WEBSITE' => 'url',
+ );
+ $ce = DB_DataObject::Factory('core_enum');
+ $ce->lookupObject('COMPTYPE', $row['TYPE OF CLIENT'] , true);
+
+ $co = DB_DataObject::Factory('I18n');
+ $co->ltype = 'c';
+ $co->lval = $row['COUNTRY'];
+ $co->inlang = 'en';
+ if ($co->find(true)) {
+
+ $c->country = $co->lkey;
+ }
+
+ foreach($map as $k=>$v) {
+ $c->{$v} = $row[$k];
+ }
+ $c->id ? $c->update() : $c->insert();
+
+
+ $t =clone($tt);
+ $t->company_id = $c->id;
+ $t->update($tt);
+ //var_dump($t->company_id);exit;
+
+ // create the crm record for this user..
+ $crm = DB_DataObject::Factory('crm_person_relation');
+ $crm->person_id = $t->id;
+ $crm->staff_id = $this->authUser->id;
+ if (!$crm->count()) {
+ $crm->insert();
+ }
+
+
+
+
+ }
+
+
+}
+
--- /dev/null
+
+.roo-document-manager-uploader, .roo-document-manager-loading, .roo-document-manager-preview {
+ margin-top: 0px;
+}
+
+.coba-document-table thead th:first-child,
+.coba-document-table tbody td:first-child {
+ padding-left: 15px;
+}
+
+.enable-overflow {
+ overflow : auto;
+}
\ No newline at end of file
--- /dev/null
+<?php
+
+require_once 'Pman.php';
+require_once 'Coba.php';
+
+class Pman_Coba_investorLoginCheck extends Pman
+{
+ function get()
+ {
+ $p = DB_DataObject::factory('core_person');
+ if($p->isAuth())
+ {
+ $this->jok('Logged in');
+ }
+ $this->jerr('Not Logged in');
+
+ }
+
+
+}
--- /dev/null
+yes
\ No newline at end of file
--- /dev/null
+Database Overview for coba.
+
+
+api_result: - Probably related to api queries.. '
+see: core/components/extendeduser/processors/mgr/custom/checkapi.php
+
+
+Applications
+-----------------------------
+ext_data:
+Currently where the 'user' data is stored.
+userdata_id -> points to modx_user.
+
+** will be replaced eventually by coba_person
+(a dual account will involve 2 'coba_person')
+?? coba_company ?? = for the company ones?
+
+coba_application ?? core holder of application ?
+??? big rethink here...
+
+modx_accounts:
+-- appears to be the upload of user documents related to finds
+-- also appears to map the fund???
+
+?? modx_documents ?? not sure where it's used..
+
+Access control / User managmenet
+----------------------------
+modx_access_* - can be removed..
+modx_member_groups (membership of groups)
+modx_membergroups_names (groups and their names)
+modx_user_attributes - includes email / session id / login count...
+modx_user_group_rules = groups?
+modx_users - passwords + username
+
+
+Fund Descriptions
+--------------------------------
+modx_accountmgmts => rename to coba_fund_types + core_images ???
+-->
+ Describes the account name / documents / terms_text
+
+---------------------------
+
+Notifications / Messages
+----------------------------------
+modx_backend_notifications
+-> appears to notifications to admin generally?
+modx_frontned_notifications
+-> appears to be notifications targeted at specific users?
+modx_loginfos
+-> a generic log of events?
+modx_manager_log
+-> log of management operations , eg. update XXx/ login ...
+modx_user_messages ?
+-> user to user messaging?
+
+
+
+Old content mangement
+--------------------------
+categories - the nav tree...
+modx_media_* - relates to how resources are found on file system etc.
+modx_menus - backend menu tree..
+modx_site_*
\ No newline at end of file
--- /dev/null
+
+CREATE TABLE coba_address (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+) ;
+
+ALTER TABLE coba_address ADD COLUMN country VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_address ADD COLUMN other_country VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_address ADD COLUMN state INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_address ADD COLUMN other_state VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_address ADD COLUMN city VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_address ADD COLUMN without_post_code INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_address ADD COLUMN post_code VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_address ADD COLUMN address_line_1 TEXT NOT NULL DEFAULT '';
+ALTER TABLE coba_address ADD COLUMN address_line_2 TEXT NOT NULL DEFAULT '';
--- /dev/null
+
+CREATE TABLE coba_application_signup (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+) ;
+
+ALTER TABLE coba_application_signup ADD COLUMN firstname varchar(128) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_application_signup ADD COLUMN middlename varchar(128) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_application_signup ADD COLUMN lastname varchar(128) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_application_signup ADD COLUMN firstname_sec_ap varchar(128) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_application_signup ADD COLUMN middlename_sec_ap varchar(128) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_application_signup ADD COLUMN lastname_sec_ap varchar(128) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_application_signup ADD COLUMN email varchar(256) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_application_signup ADD COLUMN adviser_id int(11) NOT NULL default 0;
+
+ALTER TABLE coba_application_signup ADD COLUMN fund_id int(11) NOT NULL default 0;
+ALTER TABLE coba_application_signup CHANGE COLUMN fund_id fund_code varchar(128) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_application_signup ADD COLUMN account_type varchar(32) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_application_signup ADD COLUMN verify_key varchar(256) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_application_signup ADD COLUMN created_dt DATETIME NOT NULL;
--- /dev/null
+
+CREATE TABLE coba_company (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+) ;
+
+ALTER TABLE coba_company ADD COLUMN name VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_company ADD COLUMN domicile VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_company ADD COLUMN registration_number VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_company ADD COLUMN date_of_incorporation DATE NOT NULL DEFAULT '0000-00-00';
+ALTER TABLE coba_company ADD COLUMN not_domociled_usa INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_company ADD COLUMN giin_number VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_company ADD COLUMN other_domicile VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_company ADD COLUMN coba_address_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_company ADD COLUMN exchange_traded_on VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_company ADD COLUMN stock_symbol VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_company ADD COLUMN is_listed_company INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_company CHANGE COLUMN not_domociled_usa not_domociled_usa INT(2) NOT NULL DEFAULT -1;
+ALTER TABLE coba_company CHANGE COLUMN is_listed_company is_listed_company INT(2) NOT NULL DEFAULT -1;
+
+
+
+-- DROP TRIGGER IF EXISTS coba_company_before_insert;
+--
+-- DELIMITER $$
+-- CREATE TRIGGER coba_company_before_insert
+-- BEFORE INSERT ON coba_company
+-- FOR EACH ROW
+-- BEGIN
+--
+-- DECLARE user_id INT(11);
+-- DECLARE mid INT(1);
+--
+-- SELECT modx_user_id INTO user_id FROM coba_investor_relation WHERE coba_company_id = NEW.id LIMIT 1;
+-- SELECT is_submit INTO mid FROM ext_data WHERE userdata_id = NEW.modx_user_id LIMIT 1;
+--
+-- IF mid > 0 THEN
+-- UPDATE `Fail: INSERT referenced ext_data:is_submit` SET x = 1;
+-- END IF;
+--
+-- END$$
+-- DELIMITER ;
+
+
+DROP TRIGGER IF EXISTS coba_company_before_update;
+
+DELIMITER $$
+CREATE TRIGGER coba_company_before_update
+ BEFORE UPDATE ON coba_company
+FOR EACH ROW
+BEGIN
+
+ DECLARE user_id INT(11);
+ DECLARE mid INT(1);
+
+ SELECT modx_user_id INTO user_id FROM coba_investor_relation WHERE coba_company_id = NEW.id LIMIT 1;
+ SELECT is_submit INTO mid FROM ext_data WHERE userdata_id = user_id LIMIT 1;
+
+ IF mid > 0 THEN
+ UPDATE `Fail: UPDATE referenced ext_data:is_submit` SET x = 1;
+ END IF;
+
+END$$
+DELIMITER ;
+
+DROP TRIGGER IF EXISTS coba_company_before_delete;
+
+DELIMITER $$
+CREATE TRIGGER coba_company_before_delete
+ BEFORE DELETE ON coba_company
+FOR EACH ROW
+BEGIN
+
+ DECLARE user_id INT(11);
+ DECLARE mid INT(1);
+
+ SELECT modx_user_id INTO user_id FROM coba_investor_relation WHERE coba_company_id = OLD.id LIMIT 1;
+ SELECT is_submit INTO mid FROM ext_data WHERE userdata_id = user_id LIMIT 1;
+
+ IF mid > 0 THEN
+ UPDATE `Fail: DELETE referenced ext_data:is_submit` SET x = 1;
+ END IF;
+
+END$$
+DELIMITER ;
--- /dev/null
+
+CREATE TABLE coba_country (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+) ;
+
+ALTER TABLE coba_country ADD COLUMN name VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_country ADD COLUMN abbrv VARCHAR(254) NOT NULL DEFAULT '';
+
--- /dev/null
+
+CREATE TABLE coba_declarations (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+) ;
+
+ALTER TABLE coba_declarations ADD COLUMN fund_id INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_declarations ADD COLUMN dec_type VARCHAR(128) NOT NULL DEFAULT '';
+ALTER TABLE coba_declarations ADD COLUMN nickname VARCHAR(128) NOT NULL DEFAULT '';
+ALTER TABLE coba_declarations ADD COLUMN title TEXT NOT NULL DEFAULT '';
+ALTER TABLE coba_declarations ADD COLUMN created_dt DATE NOT NULL DEFAULT '0000-00-00';
+ALTER TABLE coba_declarations ADD COLUMN created_by INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_declarations ADD COLUMN is_active INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_declarations ADD COLUMN used_by VARCHAR(128) NOT NULL DEFAULT '';
+ALTER TABLE coba_declarations ADD COLUMN seq_order INT(11) NOT NULL DEFAULT 0;
+
--- /dev/null
+
+CREATE TABLE coba_investor_lexis_results (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+);
+
+ALTER TABLE coba_investor_lexis_results ADD COLUMN investor_id INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_investor_lexis_results ADD COLUMN match_id BIGINT(20) NOT NULL DEFAULT 0;
+ALTER TABLE coba_investor_lexis_results ADD COLUMN updated_by INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_investor_lexis_results ADD COLUMN updated_dt DATE NOT NULL DEFAULT '0000-00-00';
+ALTER TABLE coba_investor_lexis_results ADD COLUMN reason TEXT NOT NULL DEFAULT '';
+ALTER TABLE coba_investor_lexis_results ADD COLUMN is_active INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_investor_lexis_results ADD COLUMN status INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_investor_lexis_results CHANGE COLUMN person_id updated_by INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_investor_lexis_results CHANGE COLUMN when_dt updated_dt DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE coba_investor_lexis_results CHANGE COLUMN match_id match_id VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_investor_lexis_results ADD COLUMN json_detail TEXT NOT NULL DEFAULT '';
--- /dev/null
+
+CREATE TABLE coba_investor_notes (
+ id INT(11) NOT NULL AUTO_INCREMENT,
+ PRIMARY KEY (id)
+);
+
+ALTER TABLE coba_investor_notes ADD COLUMN investor_id INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_investor_notes ADD COLUMN created_by INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_investor_notes ADD COLUMN created_dt DATE NOT NULL DEFAULT '0000-00-00';
+ALTER TABLE coba_investor_notes ADD COLUMN notes LONGTEXT NOT NULL DEFAULT '';
+ALTER TABLE coba_investor_notes ADD COLUMN note_type VARCHAR(254) NOT NULL DEFAULT '';
+
--- /dev/null
+
+CREATE TABLE coba_investor_relation (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+) ;
+
+ALTER TABLE coba_investor_relation ADD COLUMN modx_user_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_investor_relation CHANGE COLUMN primary_id modx_user_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_investor_relation ADD COLUMN coba_person_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_investor_relation ADD COLUMN relation VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_investor_relation ADD COLUMN parent_company_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_investor_relation CHANGE COLUMN primary_company_id parent_company_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_investor_relation ADD COLUMN coba_company_id INT(11) NOT NULL DEFAULT 0;
+
+
+DROP TRIGGER IF EXISTS coba_investor_relation_before_insert;
+
+DELIMITER $$
+CREATE TRIGGER coba_investor_relation_before_insert
+ BEFORE INSERT ON coba_investor_relation
+FOR EACH ROW
+BEGIN
+
+ DECLARE mid INT(1);
+
+ SELECT is_submit INTO mid FROM ext_data WHERE userdata_id = NEW.modx_user_id LIMIT 1;
+
+ IF mid > 0 THEN
+ UPDATE `Fail: INSERT referenced ext_data:is_submit` SET x = 1;
+ END IF;
+
+END$$
+DELIMITER ;
+
+
+DROP TRIGGER IF EXISTS coba_investor_relation_before_update;
+
+DELIMITER $$
+CREATE TRIGGER coba_investor_relation_before_update
+ BEFORE UPDATE ON coba_investor_relation
+FOR EACH ROW
+BEGIN
+
+ DECLARE mid INT(1);
+
+ SELECT is_submit INTO mid FROM ext_data WHERE userdata_id = NEW.modx_user_id LIMIT 1;
+
+ IF mid > 0 THEN
+ UPDATE `Fail: UPDATE referenced ext_data:is_submit` SET x = 1;
+ END IF;
+
+END$$
+DELIMITER ;
+
+DROP TRIGGER IF EXISTS coba_investor_relation_before_delete;
+
+DELIMITER $$
+CREATE TRIGGER coba_investor_relation_before_delete
+ BEFORE DELETE ON coba_investor_relation
+FOR EACH ROW
+BEGIN
+
+ DECLARE mid INT(1);
+
+ SELECT is_submit INTO mid FROM ext_data WHERE userdata_id = OLD.modx_user_id LIMIT 1;
+
+ IF mid > 0 THEN
+ UPDATE `Fail: DELETE referenced ext_data:is_submit` SET x = 1;
+ END IF;
+
+END$$
+DELIMITER ;
--- /dev/null
+
+CREATE TABLE coba_person (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+) ;
+
+ALTER TABLE coba_person ADD COLUMN name VARCHAR(128) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN honor VARCHAR(32) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN firstname VARCHAR(128) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN middlename VARCHAR(128) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN lastname VARCHAR(128) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN firstname_alt VARCHAR(128) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN lastname_alt VARCHAR(128) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN chosen_title TEXT NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN role VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN remarks TEXT NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN lang VARCHAR(8) DEFAULT 'en';
+ALTER TABLE coba_person ADD COLUMN country VARCHAR(8) DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN birth_date DATE NOT NULL DEFAULT '0000-00-00';
+ALTER TABLE coba_person ADD COLUMN email VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN phone VARCHAR(32) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN phone_mobile VARCHAR(32) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN phone_direct VARCHAR(32) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN fax VARCHAR(32) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN alt_email VARCHAR(254) NULL DEFAULT '' ;
+ALTER TABLE coba_person ADD COLUMN office_id INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person ADD COLUMN company_id INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person ADD COLUMN owner_id INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person ADD COLUMN active INT(11) NOT NULL DEFAULT 1;
+ALTER TABLE coba_person ADD COLUMN project_id INT(11) DEFAULT 0;
+ALTER TABLE coba_person ADD COLUMN passwd VARCHAR(64) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN no_reset_sent int(11) DEFAULT 0;
+ALTER TABLE coba_person ADD COLUMN deleted_by INT(11) NOT NULL default 0 ;
+ALTER TABLE coba_person ADD COLUMN deleted_dt DATETIME NOT NULL DEFAULT '0000-00-00 00-00-00';
+ALTER TABLE coba_person ADD COLUMN name_facebook VARCHAR(128) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN url_blog VARCHAR(254) NOT NULL DEFAULT '' ;
+ALTER TABLE coba_person ADD COLUMN url_twitter VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN linkedin_id VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN url_linkedin VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN url_google_plus TEXT NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN url_blog2 TEXT NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN url_blog3 TEXT NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN countries VARCHAR(128) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN action_type VARCHAR(32) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN point_score INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person ADD COLUMN authorize_md5 VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN post_code VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN passport_number VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN passport_date_of_issue DATE NOT NULL DEFAULT '0000-00-00';
+ALTER TABLE coba_person ADD COLUMN passport_date_of_expiry DATE NOT NULL DEFAULT '0000-00-00';
+ALTER TABLE coba_person ADD COLUMN nationality VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE coba_person ADD COLUMN place_of_birth VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person ADD COLUMN investor_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person ADD COLUMN other_nationality VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person ADD COLUMN credentials_type VARCHAR(128) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person ADD COLUMN coba_address_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person ADD COLUMN id_card_number VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person ADD COLUMN id_card_date_of_issue DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE coba_person ADD COLUMN not_have_passport INT(1) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person ADD COLUMN not_have_id_card INT(1) NOT NULL DEFAULT 0;
+
+
+ALTER TABLE coba_person ADD INDEX lookup_authorize_md5_active(authorize_md5, active);
+ALTER TABLE coba_person ADD INDEX lookup_a(email, active);
+ALTER TABLE coba_person ADD INDEX lookup_b(email, active, company_id);
+ALTER TABLE coba_person ADD INDEX lookup_owner(owner_id);
+
+
+DROP TRIGGER IF EXISTS coba_person_before_insert;
+
+DELIMITER $$
+CREATE TRIGGER coba_person_before_insert
+ BEFORE INSERT ON coba_person
+FOR EACH ROW
+BEGIN
+
+ DECLARE mid INT(1);
+
+ SELECT is_submit INTO mid FROM ext_data WHERE userdata_id = NEW.investor_id LIMIT 1;
+
+ IF mid > 0 THEN
+ UPDATE `Fail: INSERT referenced ext_data:is_submit` SET x = 1;
+ END IF;
+
+END$$
+DELIMITER ;
+
+
+DROP TRIGGER IF EXISTS coba_person_before_update;
+
+DELIMITER $$
+CREATE TRIGGER coba_person_before_update
+ BEFORE UPDATE ON coba_person
+FOR EACH ROW
+BEGIN
+
+ DECLARE mid INT(1);
+
+ SELECT is_submit INTO mid FROM ext_data WHERE userdata_id = NEW.investor_id LIMIT 1;
+
+ IF mid > 0 THEN
+ UPDATE `Fail: UPDATE referenced ext_data:is_submit` SET x = 1;
+ END IF;
+
+END$$
+DELIMITER ;
+
+DROP TRIGGER IF EXISTS coba_person_before_delete;
+
+DELIMITER $$
+CREATE TRIGGER coba_person_before_delete
+ BEFORE DELETE ON coba_person
+FOR EACH ROW
+BEGIN
+
+ DECLARE mid INT(1);
+
+ SELECT is_submit INTO mid FROM ext_data WHERE userdata_id = OLD.investor_id LIMIT 1;
+
+ IF mid > 0 THEN
+ UPDATE `Fail: DELETE referenced ext_data:is_submit` SET x = 1;
+ END IF;
+
+END$$
+DELIMITER ;
\ No newline at end of file
--- /dev/null
+CREATE TABLE coba_person_investor_profile (
+ id INT(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+);
+
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN investor_id id INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN id id INT(11) NOT NULL auto_increment;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN coba_person_id INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN coba_person_id modx_user_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN is_completed INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN completed_dt DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN started_dt DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN dependent_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN info_year_invest_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN info_is_leveraged INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN info_is_leveraged info_is_leveraged INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN info_income_require_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN info_to_do_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN info_regular_invest_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN info_rate_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN exp_type_id INT(11) NOT NULL DEFAULT 0;
+
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN exp_currency_primary_id INT(11) NOT NULL DEFAULT '';
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN exp_currency_primary VARCHAR(8) NOT NULL DEFAULT '';
+UPDATE coba_person_investor_profile SET exp_currency_primary = (SELECT name FROM core_enum WHERE id = exp_currency_primary_id ) WHERE exp_currency_primary_id > 0;
+ALTER TABLE coba_person_investor_profile DROP COLUMN exp_currency_primary_id;
+
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN exp_currency_second_id INT(11) NOT NULL DEFAULT '';
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN exp_currency_second VARCHAR(8) NOT NULL DEFAULT '';
+UPDATE coba_person_investor_profile SET exp_currency_second = (SELECT name FROM core_enum WHERE id = exp_currency_second_id ) WHERE exp_currency_second_id > 0;
+ALTER TABLE coba_person_investor_profile DROP COLUMN exp_currency_second_id;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN exp_household_currency VARCHAR(128) NOT NULL DEFAULT '';
+UPDATE coba_person_investor_profile SET exp_household_currency = CONCAT(exp_currency_primary,IF(exp_currency_second!='' AND exp_currency_primary!='',',',''),IF(exp_currency_second!='',exp_currency_second,''));
+ALTER TABLE coba_person_investor_profile DROP COLUMN exp_currency_primary;
+ALTER TABLE coba_person_investor_profile DROP COLUMN exp_currency_second;
+ALTER TABLE coba_person_investor_profile ADD COLUMN exp_pri_cur VARCHAR(128) NOT NULL DEFAULT '';
+ALTER TABLE coba_person_investor_profile ADD COLUMN exp_sec_cur VARCHAR(128) NOT NULL DEFAULT '';
+
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN risk_fluctuate_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN risk_more_risk_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN risk_willing_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN risk_risk_taker_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN risk_familiar_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN risk_security_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN risk_suit_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN risk_year_income_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN risk_goal_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN risk_expect_normal_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN risk_expect_poor_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN risk_attitude_year_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN risk_attitude_month_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_is_derivative INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_is_derivative know_is_derivative INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_training INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_training know_training INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_exp INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_exp know_exp INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_work_exp INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_work_exp know_work_exp INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_acquire_is_qualified INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_acquire_is_qualified know_acquire_is_qualified INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_acquire_hksi INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_acquire_hksi know_acquire_hksi INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_acquire_iiqe INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_acquire_iiqe know_acquire_iiqe INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_acquire_frme INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_acquire_frme know_acquire_frme INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_acquire_cfae INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_acquire_cfae know_acquire_cfae INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_from_caiae INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_from_caiae know_from_caiae INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_from_cert_planner INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_from_cert_planner know_from_cert_planner INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_from_master_degree INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_from_master_degree know_from_master_degree INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_from_degree INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_from_degree know_from_degree INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_acquire_diploma INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_acquire_diploma know_acquire_diploma INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_acquire_qualified_other TEXT NOT NULL DEFAULT '';
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_acquire_qualified_other know_acquire_qualified_other VARCHAR(64) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_exp_equity_linked INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_exp_equity_linked know_exp_equity_linked INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_exp_credit_linked INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_exp_credit_linked know_exp_credit_linked INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_exp_structured_deposit INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_exp_structured_deposit know_exp_structured_deposit INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_exp_currency_link INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_exp_currency_link know_exp_currency_link INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_exp_currency_forward INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_exp_currency_forward know_exp_currency_forward INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_exp_warrant INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_exp_warrant know_exp_warrant INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_exp_stock_option INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_exp_stock_option know_exp_stock_option INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_exp_index_future INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_exp_index_future know_exp_index_future INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_exp_non_auth INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_exp_non_auth know_exp_non_auth INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_exp_auth INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_exp_auth know_exp_auth INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_exp_auth_with_know INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_exp_auth_with_know know_exp_auth_with_know INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_is_licensed INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_is_licensed know_is_licensed INT(2) NOT NULL DEFAULT -1;
+
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN know_is_read_disclosure INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN know_is_read_disclosure know_is_read_disclosure INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE coba_person_investor_profile ADD COLUMN is_second_ap INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_person_investor_profile CHANGE COLUMN is_second_ap is_second_ap INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_investor_profile ADD UNIQUE unique_index (modx_user_id, is_second_ap);
+
+-- moved to ext_data
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_is_invest_irp INT(2) NOT NULL DEFAULT 0;
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_is_joint_invest INT(2) NOT NULL DEFAULT 0;
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_joint_invest_profile VARCHAR(254) NOT NULL DEFAULT '';
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_is_invest_diff INT(2) NOT NULL DEFAULT 0;
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_invest_diff_profile VARCHAR(254) NOT NULL DEFAULT '';
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_is_invest_more INT(2) NOT NULL DEFAULT 0;
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_invest_more_profile VARCHAR(254) NOT NULL DEFAULT '';
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_is_satellite INT(2) NOT NULL DEFAULT 0;
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_is_impose INT(2) NOT NULL DEFAULT 0;
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_impose MEDIUMTEXT NOT NULL DEFAULT '';
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_license MEDIUMTEXT NOT NULL DEFAULT '';
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_recommend VARCHAR(254) NOT NULL DEFAULT '';
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_recommend_currency_id INT(11) NOT NULL DEFAULT 0;
+-- ALTER TABLE coba_person_investor_profile ADD COLUMN sum_agreed_currency_id TEXT NOT NULL DEFAULT "";
+
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_is_invest_irp;
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_is_joint_invest;
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_joint_invest_profile;
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_is_invest_diff;
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_invest_diff_profile;
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_is_invest_more;
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_invest_more_profile;
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_is_satellite;
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_is_impose;
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_impose;
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_license;
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_recommend;
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_recommend_currency_id;
+ALTER TABLE coba_person_investor_profile DROP COLUMN sum_agreed_currency_id;
--- /dev/null
+
+CREATE TABLE coba_person_notes (
+ `id` INT(11) NOT NULL AUTO_INCREMENT,
+ PRIMARY KEY (`id`)
+);
+
+ALTER TABLE coba_person_notes ADD COLUMN `coba_person_id` INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_notes ADD COLUMN `date_created` DATE NOT NULL DEFAULT '0000-00-00' ;
+
+ALTER TABLE coba_person_notes ADD COLUMN `notes` LONGTEXT CHARACTER SET 'utf8' NOT NULL ;
--- /dev/null
+
+CREATE TABLE coba_person_risk (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+);
+
+ALTER TABLE coba_person_risk ADD COLUMN coba_person_risk_dependent_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN modx_user_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN info_year_lived_asia INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN info_year_to_live_asia INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN info_marital ENUM('single','married','divorced','widowed', '') NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN info_level_edu ENUM('elementary school','high school','tertiary education','post-graduate','') NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN info_is_smoker INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN info_phone_business VARCHAR(32) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN info_phone_fax VARCHAR(32) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN info_status_employ ENUM('employee','self-employed','unemployed','') NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN info_occupation MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN info_name_employer VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN health_age_retire INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN health_status MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN health_is_aware_underwrite INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN health_aware_underwrite VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN health_is_aware INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN health_aware VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN health_name_insurance ENUM('none','standard health','decline or defer','loading','exclusion','') NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN health_is_private_patient INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN tax_name_company MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN tax_name_trust MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN tax_name_fund MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN tax_name_business MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN tax_note MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN income_salary NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN income_house_allowance NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN income_bonus NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN income_investment NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN income_rental NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN income_other NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN income_expense NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN income_surplus NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN income_currency VARCHAR(8) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN income_note MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN property_note MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN future_reason_advice MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN future_reason_short_term MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN future_reason_medium_term MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN future_reason_longterm MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN future_age_retire INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN future_place_retire VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN future_income_retire NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN future_intend_retire ENUM('yes','full-time','part-time','no','') NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN future_expense_retire MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN future_reserve_retire NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN future_note MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_liability_family NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_expense_edu_family NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_income_replace_family NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_year_replace_family INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_expense_funeral_family NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_fund_emergency_family NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_liability_critical NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_expense_critical NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_income_replace_critical NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_income_other_critical NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_income_cover_serious NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_year_sustain_serious INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_year_benefit_serious INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_income_other_serious NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_expense_share_business NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_expense_guarantor_business NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN insurance_is_require_keyperson INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN estate_is_will INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN estate_year_will INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN estate_is_testamentary INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN estate_is_enduring_power INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN estate_is_health_directive INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN estate_is_special_need INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN estate_reason_special_need MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN estate_is_charitable INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN client_best_investment MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN client_worst_investment MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN client_areas_help MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN client_plan MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN client_sell_property MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN client_happy_about MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN client_things_to_do MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN client_expect_advisor MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk ADD COLUMN acknowledge_is_accurate INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN acknowledge_is_not_proceed INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN acknowledge_is_receive_copy INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN acknowledge_is_full_financial_info INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN acknowledge_is_limited_financial_info INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN acknowledge_is_limited_advise INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk ADD COLUMN notes_note MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk CHANGE health_age_retire info_age_retire INT(11) NOT NULL DEFAULT 0;
--- /dev/null
+
+CREATE TABLE coba_person_risk_advisor (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+);
+
+ALTER TABLE coba_person_risk_advisor ADD COLUMN profession VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_advisor ADD COLUMN name_advisor VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_advisor ADD COLUMN name_company VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_advisor ADD COLUMN address VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_advisor ADD COLUMN phone VARCHAR(32) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_advisor ADD COLUMN coba_person_risk_id INT(11) NOT NULL DEFAULT 0;
--- /dev/null
+
+CREATE TABLE coba_person_risk_asset (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+);
+
+ALTER TABLE coba_person_risk_asset ADD COLUMN name_asset VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_asset ADD COLUMN name_owner VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_asset ADD COLUMN currency VARCHAR(8) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_asset ADD COLUMN country VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_asset ADD COLUMN amount_usd NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_asset ADD COLUMN coba_person_risk_id INT(11) NOT NULL DEFAULT 0;
--- /dev/null
+
+CREATE TABLE coba_person_risk_child (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+);
+
+ALTER TABLE coba_person_risk_child ADD COLUMN firstname VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_child ADD COLUMN lastname VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_child ADD COLUMN relationship VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_child ADD COLUMN gender ENUM('male','female','') NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_child ADD COLUMN level_edu ENUM('elementary school','high school','tertiary education','post-graduate','') NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_child ADD COLUMN dob DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE coba_person_risk_child ADD COLUMN is_dependent INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_child ADD COLUMN requirement MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_child ADD COLUMN amount_sponsor NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_child ADD COLUMN age_to INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_child ADD COLUMN expense_current NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_child ADD COLUMN expense_future NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_child ADD COLUMN saving NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_child ADD COLUMN rate_inflat_protect NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_child ADD COLUMN coba_person_risk_id INT(11) NOT NULL DEFAULT 0;
--- /dev/null
+
+CREATE TABLE coba_person_risk_insurance (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+);
+
+ALTER TABLE coba_person_risk_insurance ADD COLUMN name_company VARCHAR(254) NOT NULL DEFAULT "";
+
+ALTER TABLE coba_person_risk_insurance ADD COLUMN policy_no INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_insurance ADD COLUMN type_policy VARCHAR(254) NOT NULL DEFAULT "";
+
+ALTER TABLE coba_person_risk_insurance ADD COLUMN name_owner VARCHAR(254) NOT NULL DEFAULT "";
+
+ALTER TABLE coba_person_risk_insurance ADD COLUMN insure_life INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_insurance ADD COLUMN insure_sum NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_insurance ADD COLUMN premium_annual NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_insurance ADD COLUMN coba_person_risk_id INT(11) NOT NULL DEFAULT 0;
--- /dev/null
+
+CREATE TABLE coba_person_risk_liability (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+);
+
+ALTER TABLE coba_person_risk_liability ADD COLUMN name_liability VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_liability ADD COLUMN amount NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_liability ADD COLUMN name_bank VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_liability ADD COLUMN coba_person_risk_id INT(11) NOT NULL DEFAULT 0;
--- /dev/null
+
+CREATE TABLE coba_person_risk_pension (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+);
+
+ALTER TABLE coba_person_risk_pension ADD COLUMN name_client VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_pension ADD COLUMN is_employer INT(2) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_pension ADD COLUMN name_company VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_pension ADD COLUMN policy_no INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_pension ADD COLUMN value NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_pension ADD COLUMN amount_contribute NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_pension ADD COLUMN coba_person_risk_id INT(11) NOT NULL DEFAULT 0;
--- /dev/null
+
+CREATE TABLE coba_person_risk_property (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+);
+
+ALTER TABLE coba_person_risk_property ADD COLUMN name_property VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_property ADD COLUMN address VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_property ADD COLUMN amount NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_property ADD COLUMN price_purchase NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_property ADD COLUMN date_acquire DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE coba_person_risk_property ADD COLUMN name_owner VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_property ADD COLUMN income_rental NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_property ADD COLUMN amount_loan NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_property ADD COLUMN rate_loan_to_value NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_property ADD COLUMN month_loan INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_property ADD COLUMN rate_current_interest NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_property ADD COLUMN name_bank VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_property ADD COLUMN date_started DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE coba_person_risk_property ADD COLUMN date_sale DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE coba_person_risk_property ADD COLUMN rate_growth NUMERIC NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_property ADD COLUMN renovation MEDIUMTEXT NOT NULL DEFAULT '';
+
+ALTER TABLE coba_person_risk_property ADD COLUMN break_even INT NOT NULL DEFAULT 0;
+
+ALTER TABLE coba_person_risk_property ADD COLUMN coba_person_risk_id INT(11) NOT NULL DEFAULT 0;
--- /dev/null
+
+CREATE TABLE coba_state (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+) ;
+
+ALTER TABLE coba_state ADD COLUMN country_id INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_state ADD COLUMN name VARCHAR(254) NOT NULL DEFAULT '';
+
--- /dev/null
+
+RENAME TABLE coba_user_declarations TO coba_investor_declarations;
+
+CREATE TABLE coba_investor_declarations (
+ id int(11) NOT NULL auto_increment,
+ PRIMARY KEY (id)
+) ;
+
+ALTER TABLE coba_investor_declarations ADD COLUMN user_id INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_investor_declarations ADD COLUMN dec_id INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE coba_investor_declarations ADD COLUMN is_agreed INT(2) NOT NULL DEFAULT 0;
+ALTER TABLE coba_investor_declarations ADD COLUMN agreed_dt DATE NOT NULL DEFAULT '0000-00-00';
+
--- /dev/null
+
+-- ALTER TABLE Events ADD COLUMN coba_investor_id int(11) NOT NULL;
+
+ALTER TABLE Events DROP COLUMN coba_investor_id;
+
+ALTER TABLE Events ADD COLUMN modx_users_id int(11) NOT NULL;
+
--- /dev/null
+-- schema modifications for ext_data ... since modx does not appear to have a 'update database' method..
+
+ALTER TABLE ext_data ADD COLUMN date_of_issue DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE ext_data ADD COLUMN date_of_issue_partner DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE ext_data ADD COLUMN in_lived_in_us enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data CHANGE COLUMN in_lived_in_us in_lived_in_us enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN in_owner_of_us_business enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data CHANGE COLUMN in_owner_of_us_business in_owner_of_us_business enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN in_filing_us_tax_return enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data CHANGE COLUMN in_filing_us_tax_return in_filing_us_tax_return enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN in_have_us_tax_id enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data CHANGE COLUMN in_have_us_tax_id in_have_us_tax_id enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN in_lived_in_us_second enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data CHANGE COLUMN in_lived_in_us_second in_lived_in_us_second enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN in_owner_of_us_business_second enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data CHANGE COLUMN in_owner_of_us_business in_owner_of_us_business enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN in_filing_us_tax_return_second enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data CHANGE COLUMN in_filing_us_tax_return_second in_filing_us_tax_return_second enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN in_have_us_tax_id_second enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data CHANGE COLUMN in_have_us_tax_id_second in_have_us_tax_id_second enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN companies_domicile VARCHAR(100) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN companies_registration_number VARCHAR(100) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN date_of_incorporation DATE NOT NULL;
+
+ALTER TABLE ext_data ADD COLUMN exchange_traded_on VARCHAR(100) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN stock_symbol VARCHAR(100) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN is_listed_company enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data CHANGE COLUMN is_listed_company is_listed_company enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN other_companies_domicile VARCHAR(100) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN countries_of_tax_residence TEXT NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN countries_of_tax_residence_second TEXT NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN countries_of_tax_residence_other TEXT NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN countries_of_tax_residence_second_other TEXT NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data CHANGE COLUMN date_of_expiry date_of_expiry DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE ext_data CHANGE COLUMN date_of_expiry_partner date_of_expiry_partner DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE ext_data CHANGE COLUMN name_of_director name_of_director TEXT NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN kyc_industry TEXT NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN kyc_product_services TEXT NOT NULL DEFAULT '';
+
+-- ALTER TABLE ext_data ADD COLUMN investment_advisor TEXT NOT NULL DEFAULT '';
+--
+-- ALTER TABLE ext_data ADD COLUMN investment_advisor_second_ap TEXT NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN social_security_number VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN social_security_number_second_ap VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN id_card_number VARCHAR(100) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN id_card_date_of_issue DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE ext_data ADD COLUMN not_have_passport INT(1) NOT NULL DEFAULT 0;
+
+ALTER TABLE ext_data ADD COLUMN not_have_id_card INT(1) NOT NULL DEFAULT 0;
+
+ALTER TABLE ext_data ADD COLUMN id_card_number_ap2 VARCHAR(100) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN id_card_date_of_issue_ap2 DATE NOT NULL DEFAULT '0000-00-00';
+
+ALTER TABLE ext_data ADD COLUMN not_have_passport_ap2 INT(1) NOT NULL DEFAULT 0;
+
+ALTER TABLE ext_data ADD COLUMN not_have_id_card_ap2 INT(1) NOT NULL DEFAULT 0;
+
+ALTER TABLE ext_data ADD COLUMN current_occupation VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN employers_name VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN current_occupation_ap2 VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN employers_name_ap2 VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN anti_money_laundering VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN anti_money_laundering_second_ap VARCHAR(254) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN is_third_party_account enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN is_third_party_account_second_ap enum('yes','no', '') NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN third_party_account_explanation TEXT NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN third_party_account_explanation_second_ap TEXT NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data DROP COLUMN stepfour;
+ALTER TABLE ext_data DROP COLUMN stepfive;
+ALTER TABLE ext_data DROP COLUMN stepsix;
+ALTER TABLE ext_data DROP COLUMN stepseven;
+
+ALTER TABLE ext_data ADD COLUMN is_submit INT(1) NOT NULL DEFAULT 0;
+
+ALTER TABLE ext_data ADD COLUMN submit_dt DATE NOT NULL DEFAULT '0000-00-00';
+
+
+ALTER TABLE ext_data CHANGE COLUMN in_username in_username VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_middlename in_middlename VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN company_name company_name VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_other_nationality in_other_nationality VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_district in_district VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_other_country in_other_country VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_correspondence_addressline1 in_correspondence_addressline1 VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_correspondence_addressline2 in_correspondence_addressline2 VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_correspondence_district in_correspondence_district VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_correspondence_city in_correspondence_city VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_correspondence_country in_correspondence_country VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_other_corrcountry in_other_corrcountry VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_correspondence_postalcode in_correspondence_postalcode VARCHAR(25) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_usa_tin_number in_usa_tin_number VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_professional_investor_file in_professional_investor_file VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_pro_investor_original_file in_pro_investor_original_file VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_hk_sfc_file in_hk_sfc_file VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_hk_sfc_original_file in_hk_sfc_original_file VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_capital_summary in_capital_summary TEXT NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_bank_swift_code in_bank_swift_code VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_bank_iba in_bank_iba VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_bank_iban in_bank_iban VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_bank_district in_bank_district VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN in_bank_othercountry in_bank_othercountry VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN middlename_second_ap middlename_second_ap VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN other_nationality_second_ap other_nationality_second_ap VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN district_second_ap district_second_ap VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN other_country_second_ap other_country_second_ap VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN other_corr_country_second_ap other_corr_country_second_ap VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN usa_tnumber_second_ap usa_tnumber_second_ap VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN pofessional_investor_file_second_ap pofessional_investor_file_second_ap VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN pro_investor_original_file_second_ap pro_investor_original_file_second_ap VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN hk_sfc_file_second_ap hk_sfc_file_second_ap VARCHAR(254) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN hk_sfc_original_file_second_ap hk_sfc_original_file_second_ap VARCHAR(100) NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN capital_summary_second_ap capital_summary_second_ap TEXT NOT NULL DEFAULT '';
+
+
+ALTER TABLE ext_data DROP COLUMN investment_advisor;
+ALTER TABLE ext_data DROP COLUMN investment_advisor_second_ap;
+ALTER TABLE ext_data DROP COLUMN investment_advisor_second_id;
+
+ALTER TABLE ext_data ADD COLUMN investment_advisor_id INT(11) NOT NULL DEFAULT 0;
+
+
+
+ALTER TABLE ext_data ADD COLUMN risk_profile_is_invest_acc_to_score INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE ext_data ADD COLUMN risk_profile_is_invest_to_diff_profile INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE ext_data ADD COLUMN risk_profile_invest_profile_id INT(11) NOT NULL DEFAULT 0;
+
+ALTER TABLE ext_data ADD COLUMN risk_profile_is_consider_satellite INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE ext_data ADD COLUMN risk_profile_is_impose_restriction INT(2) NOT NULL DEFAULT -1;
+
+ALTER TABLE ext_data ADD COLUMN risk_profile_restriction TEXT NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN risk_profile_restriction risk_profile_restriction VARCHAR(64) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN risk_profile_agreed_currency_id TEXT NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN risk_profile_agreed_currency_id risk_profile_agreed_currency_ids VARCHAR(64) NOT NULL DEFAULT '';
+
+ALTER TABLE ext_data ADD COLUMN risk_profile_agreed_portfolio TEXT NOT NULL DEFAULT '';
+ALTER TABLE ext_data CHANGE COLUMN risk_profile_agreed_portfolio risk_profile_agreed_portfolio VARCHAR(64) NOT NULL DEFAULT '';
+
+-- old version..
+ALTER TABLE ext_data DROP COLUMN mark_deleted_by;
+ALTER TABLE ext_data DROP COLUMN mark_deleted_date;
+
+ALTER TABLE ext_data ADD COLUMN deleted_by INT(11) NOT NULL DEFAULT 0;
+ALTER TABLE ext_data ADD COLUMN deleted_dt DATETIME NOT NULL DEFAULT '0000-00-00';
+
--- /dev/null
+ALTER TABLE modx_accountmgmts
+ DROP COLUMN fund_term_ten_display,
+ DROP COLUMN fund_term_ten_desc,
+ DROP COLUMN fund_term_ten_title,
+ DROP COLUMN fund_term_nine_display,
+ DROP COLUMN fund_term_nine_desc,
+ DROP COLUMN fund_term_nine_title,
+ DROP COLUMN fund_term_eight_display,
+ DROP COLUMN fund_term_eight_desc,
+ DROP COLUMN fund_term_eight_title,
+ DROP COLUMN fund_term_seven_display,
+ DROP COLUMN fund_term_seven_desc,
+ DROP COLUMN fund_term_seven_title,
+ DROP COLUMN fund_term_six_display,
+ DROP COLUMN fund_term_six_desc,
+ DROP COLUMN fund_term_six_title,
+ DROP COLUMN fund_term_five_display,
+ DROP COLUMN fund_term_five_desc,
+ DROP COLUMN fund_term_five_title,
+ DROP COLUMN fund_term_four_display,
+ DROP COLUMN fund_term_four_desc,
+ DROP COLUMN fund_term_four_title,
+ DROP COLUMN fund_term_three_display,
+ DROP COLUMN fund_term_three_desc,
+ DROP COLUMN fund_term_three_title,
+ DROP COLUMN fund_term_two_display,
+ DROP COLUMN fund_term_two_desc,
+ DROP COLUMN fund_term_two_title,
+ DROP COLUMN fund_term_one_display,
+ DROP COLUMN fund_term_one_desc,
+ DROP COLUMN fund_term_one_title,
+ DROP COLUMN isin_original_code,
+ DROP COLUMN isin_document_ten_type,
+ DROP COLUMN isin_document_ten_title,
+ DROP COLUMN isin_document_ten_original_name,
+ DROP COLUMN isin_document_ten_name,
+ DROP COLUMN isin_document_nine_type,
+ DROP COLUMN isin_document_nine_title,
+ DROP COLUMN isin_document_nine_original_name,
+ DROP COLUMN isin_document_nine_name,
+ DROP COLUMN isin_document_eight_type,
+ DROP COLUMN isin_document_eight_title,
+ DROP COLUMN isin_document_eight_original_name,
+ DROP COLUMN isin_document_eight_name,
+ DROP COLUMN isin_document_seven_type,
+ DROP COLUMN isin_document_seven_title,
+ DROP COLUMN isin_document_seven_original_name,
+ DROP COLUMN isin_document_seven_name,
+ DROP COLUMN isin_document_six_type,
+ DROP COLUMN isin_document_six_title,
+ DROP COLUMN isin_document_six_original_name,
+ DROP COLUMN isin_document_six_name,
+ DROP COLUMN isin_document_five_type,
+ DROP COLUMN isin_document_five_title,
+ DROP COLUMN isin_document_five_original_name,
+ DROP COLUMN isin_document_five_name,
+ DROP COLUMN isin_document_four_type,
+ DROP COLUMN isin_document_four_title,
+ DROP COLUMN isin_document_four_original_name,
+ DROP COLUMN isin_document_four_name,
+ DROP COLUMN isin_document_three_type,
+ DROP COLUMN isin_document_three_title,
+ DROP COLUMN isin_document_three_original_name,
+ DROP COLUMN isin_document_three_name,
+ DROP COLUMN isin_document_two_type,
+ DROP COLUMN isin_document_two_title,
+ DROP COLUMN isin_document_two_original_name,
+ DROP COLUMN isin_document_two_name,
+ DROP COLUMN isin_document_one_type,
+ DROP COLUMN isin_document_one_title,
+ DROP COLUMN isin_document_one_original_name,
+ DROP COLUMN isin_document_one_name;
+
+ALTER TABLE modx_accountmgmts ADD COLUMN is_active INT(2) NOT NULL DEFAULT 0;
\ No newline at end of file
--- /dev/null
+
+-- full text indexes not supported...
+alter table modx_site_content drop index content_ft_idx;
--- /dev/null
+-- schema modifications for modx_users
+
+-- ALTER TABLE modx_users ADD COLUMN investment_advisor TEXT DEFAULT '';
+ALTER TABLE modx_users DROP COLUMN investment_advisor;
--- /dev/null
+
+
+
+
+
+
+ <DIV class=" roo-layout-region roo-layout-panel roo-layout-panel-center" xbuilderid="roo-gen6" style="left: 0px; top: 0px; width: 1465px; height: 569px;">
+ <DIV unselectable="on" class="roo-unselectable roo-layout-panel-hd breadcrumb roo-layout-title-center" xbuilderid="roo-gen7" style="display: none;">
+ <SPAN class="roo-unselectable roo-layout-panel-hd-text" unselectable="on">Coba</SPAN>
+ <DIV class="roo-unselectable roo-layout-panel-hd-tools" unselectable="on" xbuilderid="roo-gen8"></DIV>
+ </DIV>
+ <DIV class="roo-layout-panel-body tab-content roo-tabs-top" xbuilderid="roo-gen9" style="overflow: hidden; height: 569px;">
+ <NAV class="navbar navbar-default" xbuilderid="roo-gen17">
+ <UL class="nav nav-tabs" role="tablist" xbuilderid="roo-gen18">
+ <LI xbuilderid="roo-gen22" class=" active">
+ <A href="#" xbuilderid="roo-gen20">
+ <SPAN unselectable="on" title="" xbuilderid="roo-gen21">Coba</SPAN>
+ </A>
+ </LI>
+ </UL>
+ </NAV>
+ <DIV id="tab-body19" class=" tab-content roo-layout-tabs-body" style="position: relative; height: 516px;">
+ <DIV xbuilderid="roo-gen10" class=" roo-layout-container roo-layout-nested-layout roo-layout-active-content tab-pane " xtype="Roo.bootstrap.panel.Nest" style="position: relative; display: block; zoom: 1; visibility: visible; width: 1465px; height: 516px;">
+ <DIV class=" roo-layout-region roo-layout-panel roo-layout-panel-center" xbuilderid="roo-gen13" style="left: 0px; top: 0px; width: 1465px; height: 516px;">
+ <DIV unselectable="on" class="roo-unselectable roo-layout-panel-hd breadcrumb roo-layout-title-center" xbuilderid="roo-gen14" style="display: none;">
+ <SPAN class="roo-unselectable roo-layout-panel-hd-text" unselectable="on"> </SPAN>
+ <DIV class="roo-unselectable roo-layout-panel-hd-tools" unselectable="on" xbuilderid="roo-gen15"></DIV>
+ </DIV>
+ <DIV class="roo-layout-panel-body tab-content" xbuilderid="roo-gen16" style="overflow: hidden; height: 516px;"></DIV>
+ </DIV>
+ </DIV>
+ </DIV>
+ </DIV>
+ </DIV>
--- /dev/null
+
+
+
+
+
+
+ <DIV class=" roo-layout-region roo-layout-panel roo-layout-panel-center" xbuilderid="roo-gen6" style="left: 0px; top: 0px; width: 1465px; height: 503px;">
+ <DIV unselectable="on" class="roo-unselectable roo-layout-panel-hd breadcrumb roo-layout-title-center" xbuilderid="roo-gen7" style="display: none;">
+ <SPAN class="roo-unselectable roo-layout-panel-hd-text" unselectable="on">Fund Manager</SPAN>
+ <DIV class="roo-unselectable roo-layout-panel-hd-tools" unselectable="on" xbuilderid="roo-gen8"></DIV>
+ </DIV>
+ <DIV class="roo-layout-panel-body tab-content roo-tabs-top" xbuilderid="roo-gen9" style="overflow: hidden; height: 503px;">
+ <NAV class="navbar navbar-default" xbuilderid="roo-gen61">
+ <UL class="nav nav-tabs" role="tablist" xbuilderid="roo-gen62">
+ <LI xbuilderid="roo-gen66" class=" active">
+ <A href="#" xbuilderid="roo-gen64">
+ <SPAN unselectable="on" title="" xbuilderid="roo-gen65">Fund Manager</SPAN>
+ </A>
+ </LI>
+ </UL>
+ </NAV>
+ <DIV id="tab-body63" class=" tab-content roo-layout-tabs-body" style="position: relative; height: 450px;">
+ <DIV class="roo-layout-grid-wrapper roo-layout-active-content tab-pane" xbuilderid="roo-gen10" xtype="Roo.bootstrap.panel.Grid" style="overflow: auto; position: relative; display: block; zoom: 1; visibility: visible;">
+ <DIV xbuilderid="roo-gen11">
+ <DIV class="navbar" xbuilderid="roo-comp-1002" style="width: 1463px;">
+ <UL class="nav navbar-nav"></UL>
+ <DIV class="x-dlg-mask" xbuilderid="roo-gen12" style="width: 3px; height: 50px; display: none;"></DIV>
+ <UL class="nav navbar-nav" xbuilderid="roo-comp-1004" style="width: 100%">
+ <LI class="nav-item" xbuilderid="roo-comp-1006" style="width: 100%;">
+ <DIV class="container" xbuilderid="roo-comp-1008" style="width: 100%;">
+ <DIV class="row clearfix" xbuilderid="roo-comp-1010" style="padding: 10px;">
+ <DIV class="column col-md-2" xbuilderid="roo-comp-1012">
+ <DIV class="form-group" xbuilderid="roo-comp-1014">
+ <DIV class="input-group">
+ <INPUT xbuilderid="roo-gen13" type="text" value="" class="form-control" placeholder="" autocomplete="new-password"></INPUT>
+ <SPAN class="roo-input-after input-group-btn" xbuilderid="roo-gen20">
+ <BUTTON class="btn roo-button btn-default" xbuilderid="roo-comp-1015">
+ <SPAN class="roo-button-text">
+ <I class="fa fa-search"></I>
+ </SPAN>
+ </BUTTON>
+ </SPAN>
+ </DIV>
+ </DIV>
+ </DIV>
+ <DIV class="column col-md-7" xbuilderid="roo-comp-1017"></DIV>
+ <DIV class="column col-md-3" xbuilderid="roo-comp-1019">
+ <DIV class="btn-group" xbuilderid="roo-comp-1021" style="float: right">
+ <BUTTON class="btn roo-button btn-default" xbuilderid="roo-comp-1023">
+ <SPAN class="roo-button-text">
+ <I class="fa fa-plus"></I> Add
+ </SPAN>
+ </BUTTON>
+ </DIV>
+ </DIV>
+ </DIV>
+ </DIV>
+ </LI>
+ </UL>
+ </DIV>
+ </DIV>
+ <DIV xbuilderid="roo-comp-1025" class="table-fixed roo-layout-component-panel " style="width: 1465px; height: 379px;">
+ <TABLE class="table table-body-fixed table-hover table-responsive table-fixed">
+ <THEAD xbuilderid="roo-gen30">
+ <TR xbuilderid="roo-gen72" style="width: 1465px;">
+ <TH style="" class="sortable col-md-3" sort="id" xbuilderid="roo-gen31">
+ <I class="glyphicon"></I>ID
+ </TH>
+ <TH style="" class="sortable col-md-3" sort="isin_code" xbuilderid="roo-gen32">
+ <I class="glyphicon"></I>Fund Code
+ </TH>
+ <TH style="" class="sortable col-md-3" sort="name" xbuilderid="roo-gen33">
+ <I class="glyphicon"></I>Fund Name
+ </TH>
+ <TH style="" class="sortable col-md-3" sort="is_active" xbuilderid="roo-gen34">
+ <I class="glyphicon"></I>Active
+ </TH>
+ </TR>
+ </THEAD>
+ <TBODY xbuilderid="roo-gen29" style="width: 1465px; height: 276px;">
+ <TR xbuilderid="roo-gen73" style="width: 1465px;">
+ <TD colspan="4"></TD>
+ </TR>
+ </TBODY>
+ <TFOOT xbuilderid="roo-gen71">
+ <TR xbuilderid="roo-gen74" style="width: 1465px;">
+ <TD colspan="4">
+ <DIV class="navbar" xbuilderid="roo-comp-1026">
+ <UL class="nav navbar-nav"></UL>
+ <DIV class="x-dlg-mask" xbuilderid="roo-gen41" style="width: 4066px; height: 50px; display: none;"></DIV>
+ <UL class="nav navbar-nav pagination" xbuilderid="roo-comp-1027">
+ <LI class="nav-item disabled prev" xbuilderid="roo-comp-1028">
+ <A href="#" xbuilderid="roo-gen42" tooltip="First Page">
+ <I class="fa fa-backward"></I>
+ <SPAN></SPAN>
+ </A>
+ </LI>
+ <LI class="nav-item disabled prev" xbuilderid="roo-comp-1029">
+ <A href="#" xbuilderid="roo-gen44" tooltip="Previous Page">
+ <I class="fa fa-step-backward"></I>
+ <SPAN></SPAN>
+ </A>
+ </LI>
+ <LI class="nav-item x-paging-position" xbuilderid="roo-comp-1030">
+ <SPAN href="#" xbuilderid="roo-gen46">Page
+ <INPUT type="text" size="3" value="1" class="x-grid-page-number" xbuilderid="roo-gen50"></INPUT>
+ <SPAN class="x-paging-after" xbuilderid="roo-gen47">of 1</SPAN>
+ </SPAN>
+ </LI>
+ <LI class="nav-item disabled next" xbuilderid="roo-comp-1031">
+ <A href="#" xbuilderid="roo-gen53" tooltip="Next Page">
+ <I class="fa fa-step-forward"></I>
+ </A>
+ </LI>
+ <LI class="nav-item disabled next" xbuilderid="roo-comp-1032">
+ <A href="#" xbuilderid="roo-gen55" tooltip="Last Page">
+ <I class="fa fa-forward"></I>
+ <SPAN></SPAN>
+ </A>
+ </LI>
+ <LI class="nav-item" xbuilderid="roo-comp-1033">
+ <A href="#" xbuilderid="roo-gen57" tooltip="Refresh">
+ <I class="fa fa-refresh"></I>
+ <SPAN></SPAN>
+ </A>
+ </LI>
+ </UL>
+ </DIV>
+ </TD>
+ </TR>
+ </TFOOT>
+ </TABLE>
+ <DIV class="roo-el-mask" xbuilderid="roo-gen69" style="z-index: 100; display: none;"></DIV>
+ <DIV class="roo-el-mask-msg roo-el-mask-msg" xbuilderid="roo-gen70" style="left: -15px; top: 69px; z-index: 102; display: none;">
+ <DIV>Loading...</DIV>
+ </DIV>
+ </DIV>
+ </DIV>
+ </DIV>
+ </DIV>
+ </DIV>
--- /dev/null
+
+
+
+
+
+
+ <DIV class=" roo-layout-region roo-layout-panel roo-layout-panel-center" xbuilderid="roo-gen6" style="left: 0px; top: 0px; width: 1462px; height: 512px;">
+ <DIV unselectable="on" class="roo-unselectable roo-layout-panel-hd breadcrumb roo-layout-title-center" xbuilderid="roo-gen7" style="display: none;">
+ <SPAN class="roo-unselectable roo-layout-panel-hd-text" unselectable="on">Investors</SPAN>
+ <DIV class="roo-unselectable roo-layout-panel-hd-tools" unselectable="on" xbuilderid="roo-gen8"></DIV>
+ </DIV>
+ <DIV class="roo-layout-panel-body tab-content roo-tabs-top" xbuilderid="roo-gen9" style="overflow: hidden; height: 512px;">
+ <NAV class="navbar navbar-default" xbuilderid="roo-gen60">
+ <UL class="nav nav-tabs" role="tablist" xbuilderid="roo-gen61">
+ <LI xbuilderid="roo-gen65" class=" active">
+ <A href="#" xbuilderid="roo-gen63">
+ <SPAN unselectable="on" title="" xbuilderid="roo-gen64">Investors</SPAN>
+ </A>
+ </LI>
+ </UL>
+ </NAV>
+ <DIV id="tab-body62" class=" tab-content roo-layout-tabs-body" style="position: relative; height: 459px;">
+ <DIV class="roo-layout-grid-wrapper roo-layout-active-content tab-pane" xbuilderid="roo-gen10" xtype="Roo.bootstrap.panel.Grid" style="overflow: auto; position: relative; display: block; zoom: 1; visibility: visible;">
+ <DIV xbuilderid="roo-gen11">
+ <DIV class="navbar" xbuilderid="roo-comp-1002" style="width: 1460px;">
+ <UL class="nav navbar-nav"></UL>
+ <DIV class="x-dlg-mask" xbuilderid="roo-gen12" style="width: 3px; height: 50px; display: none;"></DIV>
+ <UL class="nav navbar-nav" xbuilderid="roo-comp-1004">
+ <LI class="nav-item" xbuilderid="roo-comp-1006" style="float: left">
+ <BUTTON class="btn roo-button btn-primary" xbuilderid="roo-comp-1008" style="margin:10px;">
+ <SPAN class="roo-button-text">Create Investor</SPAN>
+ </BUTTON>
+ <BUTTON class="btn roo-button btn-primary" xbuilderid="roo-comp-1010" style="margin:10px;">
+ <SPAN class="roo-button-text">Import Investor</SPAN>
+ </BUTTON>
+ </LI>
+ <LI class="nav-item" xbuilderid="roo-comp-1012" style="float: right; width: 250px">
+ <DIV class="" xbuilderid="roo-comp-1014">
+ <FORM method="POST" xbuilderid="roo-comp-1016" class="">
+ <DIV class="form-group" xbuilderid="roo-comp-1018" style="margin:10px;" name="search_filter">
+ <DIV class="input-group">
+ <INPUT xbuilderid="roo-gen17" type="input" value="" class="form-control" placeholder="Search for investor" autocomplete="new-password" name="search_filter"></INPUT>
+ <SPAN class="roo-input-after input-group-addon">
+ <I class="fa fa-search" arian-hidden="true"></I>
+ </SPAN>
+ </DIV>
+ </DIV>
+ </FORM>
+ </DIV>
+ </LI>
+ </UL>
+ </DIV>
+ </DIV>
+ <DIV xbuilderid="roo-comp-1020" class="table-fixed roo-layout-component-panel " style="width: 1462px; height: 403px;">
+ <TABLE class="table table-body-fixed table-hover table-responsive table-fixed">
+ <THEAD xbuilderid="roo-gen37">
+ <TR xbuilderid="roo-gen71" style="width: 1850px;">
+ <TH style=" width:50px;" sort="userdata_id">ID</TH>
+ <TH style=" width:300px;" sort="full_name">Name</TH>
+ <TH style=" display:none; width:300px;" sort="company_name">Company Name</TH>
+ <TH style=" width:100px;" sort="account_type">Type</TH>
+ <TH style=" width:300px;" sort="in_email">Email</TH>
+ <TH style=" width:150px;" sort="in_contact_number">Phone</TH>
+ <TH style=" width:150px;" sort="investment_advisor_id_name">Investment Advisor</TH>
+ <TH style=" display:none;" sort="account_type"></TH>
+ <TH style=" display:none;" sort="fund_name"></TH>
+ <TH style=" width:300px;" sort="is_submit">Status</TH>
+ </TR>
+ </THEAD>
+ <TBODY xbuilderid="roo-gen36" style="width: 1462px; height: 300px;">
+ <TR xbuilderid="roo-gen72" style="width: 1850px;">
+ <TD colspan="10"></TD>
+ </TR>
+ </TBODY>
+ <TFOOT xbuilderid="roo-gen70">
+ <TR xbuilderid="roo-gen73" style="width: 1850px;">
+ <TD colspan="10">
+ <DIV class="navbar" xbuilderid="roo-comp-1021">
+ <UL class="nav navbar-nav"></UL>
+ <DIV class="x-dlg-mask" xbuilderid="roo-gen40" style="width: 1334px; height: 50px; display: none;"></DIV>
+ <UL class="nav navbar-nav pagination" xbuilderid="roo-comp-1022">
+ <LI class="nav-item disabled prev" xbuilderid="roo-comp-1023">
+ <A href="#" xbuilderid="roo-gen41" tooltip="First Page">
+ <I class="fa fa-backward"></I>
+ <SPAN></SPAN>
+ </A>
+ </LI>
+ <LI class="nav-item disabled prev" xbuilderid="roo-comp-1024">
+ <A href="#" xbuilderid="roo-gen43" tooltip="Previous Page">
+ <I class="fa fa-step-backward"></I>
+ <SPAN></SPAN>
+ </A>
+ </LI>
+ <LI class="nav-item x-paging-position" xbuilderid="roo-comp-1025">
+ <SPAN href="#" xbuilderid="roo-gen45">Page
+ <INPUT type="text" size="3" value="1" class="x-grid-page-number" xbuilderid="roo-gen49"></INPUT>
+ <SPAN class="x-paging-after" xbuilderid="roo-gen46">of 1</SPAN>
+ </SPAN>
+ </LI>
+ <LI class="nav-item disabled next" xbuilderid="roo-comp-1026">
+ <A href="#" xbuilderid="roo-gen52" tooltip="Next Page">
+ <I class="fa fa-step-forward"></I>
+ </A>
+ </LI>
+ <LI class="nav-item disabled next" xbuilderid="roo-comp-1027">
+ <A href="#" xbuilderid="roo-gen54" tooltip="Last Page">
+ <I class="fa fa-forward"></I>
+ <SPAN></SPAN>
+ </A>
+ </LI>
+ <LI class="nav-item" xbuilderid="roo-comp-1028">
+ <A href="#" xbuilderid="roo-gen56" tooltip="Refresh">
+ <I class="fa fa-refresh"></I>
+ <SPAN></SPAN>
+ </A>
+ </LI>
+ </UL>
+ </DIV>
+ </TD>
+ </TR>
+ </TFOOT>
+ </TABLE>
+ <DIV class="roo-el-mask" xbuilderid="roo-gen68" style="z-index: 100; display: none;"></DIV>
+ <DIV class="roo-el-mask-msg roo-el-mask-msg" xbuilderid="roo-gen69" style="left: -15px; top: 69px; z-index: 102; display: none;">
+ <DIV>Loading...</DIV>
+ </DIV>
+ </DIV>
+ </DIV>
+ </DIV>
+ </DIV>
+ </DIV>
--- /dev/null
+<div class="container app-sum-body-container">
+ <div class="row">
+ <div class="col-md-12 app-sum-body-user-name-container">
+ <span class="app-sum-body-user-name">
+ {user_name}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="app-sum-body-ref">
+ Investment Advisor: {name_advisor}
+ </span>
+ <br />
+ <span class="app-sum-body-ref">
+ Reference Code: {ref_code}
+ </span>
+ </div>
+ </div>
+
+ {foreach:summary,stepKey,steps}
+ {foreach:steps,sectionKey,sections}
+ <div class="row">
+ <div class="col-md-12 app-sum-body-section-container">
+ <span class="app-sum-body-section">
+ {sectionKey}
+ </span>
+ </div>
+ </div>
+
+ {foreach:sections,applicants}
+ <!-- switching for specific sections -->
+
+ <!-- director section -->
+ {if:is_director_section(sectionKey)}
+ {foreach:data_director,directorKey,director}
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ <span class="app-sum-body-corp-title">
+ Director {modifyClientNumber(directorKey)}
+ </span>
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ </tr>
+ {foreach:applicants,row}
+ {print_label_and_data(director,row,0)}
+ {end:}
+ </table>
+ {end:}
+
+ <!-- individual shareholder section -->
+ {else:}
+ {if:is_individual_shareholder(sectionKey)}
+ {save_buffer_for_individual_shareholder(applicants)}
+ {foreach:data_individual_shareholder,individual_shareholder_key,individual_shareholder}
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ <span class="app-sum-body-corp-title">Individual Shareholder {modifyClientNumber(individual_shareholder_key)}</span>
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ </tr>
+ {foreach:applicants,row}
+ {print_label_and_data(individual_shareholder,row,0)}
+ {end:}
+ </table>
+ {end:}
+
+ <!-- corporate shareholder section -->
+ {else:}
+ {if:is_company_shareholder(sectionKey)}
+ {save_buffer_for_company_shareholder(applicants)}
+ {foreach:data_company_shareholder,company_shareholder_key,company_shareholder}
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ <span class="app-sum-body-corp-title">Company Shareholder {modifyClientNumber(company_shareholder_key)}</span>
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ </tr>
+ {foreach:applicants,row}
+ {print_label_and_data(company_shareholder,row,0)}
+ {end:}
+ </table>
+ {print_shareholder_of_shareholder(company_shareholder,0)}
+ {end:}
+
+ <!-- default section -->
+ {else:}
+ <table class="app-sum-body-indi-data-table">
+ {foreach:applicants,row}
+ {if:checkDependency(row)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {row[Label]}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputQuestionByType(row)}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+
+ </table>
+ {end:}
+ {end:}
+ {end:}
+ <!-- swiching end -->
+ {end:}
+
+ {end:}
+ {end:}
+
+ <!--declaration section-->
+ <div class="row">
+ <div class="col-md-12 app-sum-body-section-container">
+ <span class="app-sum-body-section">
+ Declaration
+ </span>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:declarations,declaration}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {declaration.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:declaration.is_agreed}
+ <span class='glyphicon glyphicon-check app-sum-icon'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked app-sum-icon'></span>
+ {end:}
+ </td>
+ </tr>
+ {end:}
+ </table>
+
+ <!--document section-->
+ <div class="row">
+ <div class="col-md-12 app-sum-body-section-container">
+ <span class="app-sum-body-section">
+ Documents
+ </span>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:documents,document}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {document.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:document.images_ids}
+ <span class='glyphicon glyphicon-check app-sum-icon'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked app-sum-icon'></span>
+ {end:}
+ </td>
+ </tr>
+ {end:}
+ </table>
+
+
+ </div>
--- /dev/null
+<div class="container app-sum-body-container">
+ <div class="row">
+ <div class="col-md-12 app-sum-body-user-name-container">
+ <span class="app-sum-body-user-name">
+ {user_name}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="app-sum-body-ref">
+ Investment Advisor: {name_advisor}
+ </span>
+ <br />
+ <span class="app-sum-body-ref">
+ Reference Code: {ref_code}
+ </span>
+ </div>
+ </div>
+
+
+ {foreach:summary,stepKey,steps}
+ {foreach:steps,sectionKey,sections}
+ <div class="row">
+ <div class="col-md-12 app-sum-body-section-container">
+ <span class="app-sum-body-section">
+ {sectionKey}
+ </span>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:sections,applicants}
+ {foreach:applicants,row}
+ {if:checkDependency(row)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {row[Label]}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputQuestionByType(row)}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+ {end:}
+ </table>
+{end:}
+{end:}
+
+<!--declaration section-->
+<div class="row">
+ <div class="col-md-12 app-sum-body-section-container">
+ <span class="app-sum-body-section">
+ Declaration
+ </span>
+ </div>
+</div>
+<table class="app-sum-body-indi-data-table">
+{foreach:declarations,declaration}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {declaration.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:declaration.is_agreed}
+ <span class='glyphicon glyphicon-check app-sum-icon'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked app-sum-icon'></span>
+ {end:}
+ </td>
+ </tr>
+{end:}
+</table>
+
+<!--document section-->
+<div class="row">
+ <div class="col-md-12 app-sum-body-section-container">
+ <span class="app-sum-body-section">
+ Documents
+ </span>
+ </div>
+</div>
+<table class="app-sum-body-indi-data-table">
+{foreach:documents,document}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {document.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:document.images_ids}
+ <span class='glyphicon glyphicon-check app-sum-icon'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked app-sum-icon'></span>
+ {end:}
+ </td>
+ </tr>
+{end:}
+</table>
+
+
+</div>
--- /dev/null
+<div class="container app-sum-body-container">
+ <div class="row">
+ <div class="col-md-12 app-sum-body-user-name-container">
+ <span class="app-sum-body-user-name">
+ {user_name}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="app-sum-body-ref">
+ Investment Advisor: {name_advisor}
+ </span>
+ <br />
+ <span class="app-sum-body-ref">
+ Reference Code: {ref_code}
+ </span>
+ </div>
+ </div>
+ {foreach:summary,stepKey,steps}
+ {foreach:steps,sectionKey,sections}
+ <div class="row">
+ <div class="col-md-12 app-sum-body-section-container">
+ <span class="app-sum-body-section">
+ {sectionKey}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ {foreach:sections,applicantNum,applicants}
+ <div class="col-md-6">
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ Client {applicantNum}
+ </td>
+ </tr>
+ {foreach:applicants,row}
+ {if:checkDependency(row)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {row[Label]}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputQuestionByType(row)}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+ </table>
+ </div>
+ {end:}
+ </div>
+ {end:}
+ {end:}
+
+ <!--declaration section-->
+ <div class="row">
+ <div class="col-md-12 app-sum-body-section-container">
+ <span class="app-sum-body-section">
+ Declaration
+ </span>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:declarations,declaration}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {declaration.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:declaration.is_agreed}
+ <span class='glyphicon glyphicon-check app-sum-icon'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked app-sum-icon'></span>
+ {end:}
+ </td>
+ </tr>
+ {end:}
+ </table>
+
+ <!--document section-->
+ <div class="row">
+ <div class="col-md-12 app-sum-body-section-container">
+ <span class="app-sum-body-section">
+ Documents
+ </span>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:documents,document}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {document.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:document.images_ids}
+ <span class='glyphicon glyphicon-check app-sum-icon'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked app-sum-icon'></span>
+ {end:}
+ </td>
+ </tr>
+ {end:}
+ </table>
+
+
+ </div>
--- /dev/null
+
+<head>
+ <title>Application Summary</title>
+ <meta name="viewport" content="width=device-width, initial-scale=1, maximum-scale=1, user-scalable=no">
+ <link href='{rootURL}/Coba/Clients/{client_dir}/css/custom.css' rel='stylesheet' />
+ <link href='{rootURL}/Coba/Clients/{client_dir}/css/theme.css' rel='stylesheet' />
+ <link href='{rootURL}/roojs1/css-bootstrap/bootstrap.min.css' rel='stylesheet'>
+ <link href='{rootURL}/Pman/Coba/templates/css/lexis-nexis.css' rel='stylesheet'>
+ <link href='{rootURL}/Pman/Coba/templates/css/report.css' rel='stylesheet'>
+</head>
--- /dev/null
+<!DOCTYPE html>
+<html xmlns="http://www.w3.org/1999/xhtml"
+ xmlns:html="http://www.w3.org/1999/xhtml" xmlns:svg="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink">
+
+ <flexy:include src="application-summary-master-head.html"></flexy:include>
+
+ <body class="ytheme-gray app-sum-body" xtype="Roo.bootstrap.Body">
+
+
+ <!--header end-->
+
+ <!--body for different account_types-->
+ {outputBody()}
+ <!--body end-->
+
+ <!--footer start-->
+
+ <!--footer end-->
+ </body>
+
+ <flexy:include src="application-summary-master-footer.html"></flexy:include>
+
+</html>
--- /dev/null
+<!DOCTYPE html>
+<html xmlns="http://www.w3.org/1999/xhtml"
+ xmlns:html="http://www.w3.org/1999/xhtml" xmlns:svg="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink">
+
+ <flexy:include src="application-summary-master-head.html"></flexy:include>
+
+ <body class="ytheme-gray app-sum-body" xtype="Roo.bootstrap.Body">
+
+ <!--header start-->
+ <div class="container">
+ <div class="row">
+ <div class="col-md-12 app-sum-header-logo-container">
+ <div class="col-md-12 app-logo">
+ </div>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-header-address-container">
+ <span class="client-company-name"></span> <span class="client-parent-company-name"></span><br />
+ <span class="client-address"></span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-header-note-container">
+ <strong>Note: </strong>
+ <span class="client-company-name"></span> are committed to ensuring that any personal data received is safeguarded against unauthorized disclosure.
+ The data provided herein is subject to the provisions of the Personal Data (Privacy) Ordinance (Cap. 486, Laws of Hong Kong).
+ This means that we will not disclose any personal data unless we have given written authorization to do so, or unless the disclosure is
+ otherwise permitted under the provisions of the Personal Data (Privacy) Ordinance.<br />
+ The information collected in this report has been submitted on a voluntary basis. In no event, will <span class="client-company-name"></span>,
+ its related entities, or the partners or employees thereof be liable to the recipient or anyone else for any decision made or action taken in
+ reliance on the information supplied below.
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 text-primary text-uppercase">
+ <span class="app-sum-header-date">REPORT DATE: {report_date}</span>
+ </div>
+ </div>
+ <br>
+ </div>
+ <!--header end-->
+
+ <!--body for different account_types-->
+ {outputBody()}
+ <!--body end-->
+
+ <!--footer start-->
+ <flexy:include src="{client_dir}/report-footer.html"></flexy:include>
+ <!--footer end-->
+ </body>
+
+ <flexy:include src="application-summary-master-footer.html"></flexy:include>
+
+</html>
--- /dev/null
+<html>
+
+<div class = "container summary-container">
+ <!--header-->
+ <div class = "row summary-header">
+ <div class = "col-md-12">
+ <img src="{rootURL}/assets/themes/img/logo.png" width='200px'>
+ </div>
+ </div>
+ <!--body-->
+ {outputSection(summary)}
+ <!--footer-->
+ <div class = "row summary-footer">
+ <div class = "col-md-4 summary-footer-address">
+ <h5>1001-2 Wilson House,</h5>
+ <h5>19 Wyndham Street,</h5>
+ <h5>Central, Hong Kong</h5>
+ </div>
+ <div class = "col-md-4 summary-footer-email">
+ <h5>E: info@veridate.asia</h5>
+ </div>
+ <div class = "col-md-4 summary-footer-web">
+ <h5>www.veridate.asia</h5>
+ </div>
+ </div>
+</div>
--- /dev/null
+ <div class="container">
+ <div class="row app-sum-footer-container">
+ <div class="col-md-12">
+ <table>
+ <tr>
+ <td class="col-md-2 app-sum-footer-cib-container">
+ <img class="app-sum-footer-cib" src="{rootURL}/Coba/Clients/capital_company/cib.png" />
+ </td>
+ <td class="col-md-10 app-sum-footer-text">
+ <span class="app-sum-footer-capcomp"><span class="client-company-name"></span></span>.
+ Licensed by the Hong Kong Securities and Futures Commission. CE. No BIH 055
+ <br />
+ <span class="app-sum-footer-procomp">The Protection Company Hong Kong Limited</span>. Member of the Hong Kong Confederation of Insurance Brokers. Reg. 0442
+ </td>
+ </tr>
+ </table>
+ </div>
+ </div>
+ </div>
\ No newline at end of file
--- /dev/null
+<div class="row">
+ <div class="col-md-12 app-sum-header-address-container">
+ <span class="client-company-name"></span> <span class="client-parent-company-name"></span><br />
+ <span class="client-address"></span>
+ </div>
+</div>
+<div class="row">
+ <div class="col-md-12 app-sum-header-note-container">
+ <strong>Note: </strong>
+ <span class="client-company-name"></span> are committed to ensuring that any personal data received is safeguarded against unauthorized disclosure.
+ The data provided herein is subject to the provisions of the Personal Data (Privacy) Ordinance (Cap. 486, Laws of Hong Kong).
+ This means that we will not disclose any personal data unless we have given written authorization to do so, or unless the disclosure is
+ otherwise permitted under the provisions of the Personal Data (Privacy) Ordinance.<br />
+ The information collected in this report has been submitted on a voluntary basis. In no event, will <span class="client-company-name"></span>,
+ its related entities, or the partners or employees thereof be liable to the recipient or anyone else for any decision made or action taken in
+ reliance on the information supplied below.
+ </div>
+</div>
--- /dev/null
+<div class="container app-sum-body-container">
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase" style="font-size: 40px;">
+ {user_name}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="text-primary text-uppercase">
+ Investment Advisor: {name_advisor}
+ </span>
+ <br />
+ <span class="text-primary text-uppercase">
+ Reference Code: {ref_code}
+ </span>
+ </div>
+ </div>
+
+ {foreach:summary,stepKey,steps}
+ {foreach:steps,sectionKey,sections}
+ {if:is_show_section(sectionKey)}
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ {renderSectionKey(sectionKey):h}
+ </span>
+ </div>
+ </div>
+ </div>
+ {end:}
+
+ {foreach:sections,applicants}
+
+ {if:is_show_section(sectionKey)}
+ <!-- switching for specific sections -->
+ <!-- director section -->
+ {if:is_director_section(sectionKey)}
+ {foreach:data_director,directorKey,director}
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ <span class="app-sum-body-corp-title">
+ Director {modifyClientNumber(directorKey)}
+ </span>
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ </tr>
+ {foreach:applicants,row}
+ {print_label_and_data(director,row,0)}
+ {end:}
+ </table>
+ {end:}
+
+ <!-- individual shareholder section -->
+ {else:}
+ {if:is_individual_shareholder(sectionKey)}
+ {save_buffer_for_individual_shareholder(applicants)}
+ {foreach:data_individual_shareholder,individual_shareholder_key,individual_shareholder}
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ <span class="app-sum-body-corp-title">Shareholder : Individual {modifyClientNumber(individual_shareholder_key)}</span>
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ </tr>
+ {foreach:applicants,row}
+ {print_label_and_data(individual_shareholder,row,0)}
+ {end:}
+ </table>
+ {end:}
+
+ <!-- corporate shareholder section -->
+ {else:}
+ {if:is_company_shareholder(sectionKey)}
+ {save_buffer_for_company_shareholder(applicants)}
+ {foreach:data_company_shareholder,company_shareholder_key,company_shareholder}
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ <span class="app-sum-body-corp-title">Shareholder : Company {modifyClientNumber(company_shareholder_key)}</span>
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ </tr>
+ {foreach:applicants,row}
+ {print_com_label_and_data(company_shareholder,row,0)}
+ {end:}
+ </table>
+ {print_shareholder_of_shareholder(company_shareholder,0)}
+ {end:}
+
+ <!-- default section -->
+ {else:}
+ <table class="app-sum-body-indi-data-table">
+ {foreach:applicants,row}
+ {if:checkDependency(row)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {renderRowLabel(row):h}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputQuestionByType(row):h}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+
+ </table>
+ {end:}
+ {end:}
+ {end:}
+ <!-- swiching end -->
+
+ <!-- section check end -->
+ {end:}
+
+ {end:}
+
+ {end:}
+ {end:}
+
+ <!--declaration section-->
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Declaration
+ </span>
+ </div>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:declarations,declaration}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {declaration.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:declaration.is_agreed}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ {end:}
+ </table>
+
+
+
+
+
+ </div>
--- /dev/null
+<div class="container app-sum-body-container">
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase" style="font-size: 40px;">
+ {user_name}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase">
+ Investment Advisor: {name_advisor}
+ </span>
+ <br />
+ <span class="text-primary text-uppercase">
+ Reference Code: {ref_code}
+ </span>
+ </div>
+ </div>
+
+
+ {foreach:summary,stepKey,steps}
+ {foreach:steps,sectionKey,sections}
+ {if:is_show_section(sectionKey)}
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ {sectionKey}
+ </span>
+ </div>
+ </div>
+ </div>
+
+
+ <table class="app-sum-body-indi-data-table">
+ {foreach:sections,applicants}
+ {foreach:applicants,row}
+ {if:checkDependency(row)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {renderRowLabel(row):h}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputQuestionByType(row):h}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+ {end:}
+
+ {end:}
+ <!-- section check end -->
+ </table>
+{end:}
+{end:}
+
+<!--declaration section-->
+<div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Declaration
+ </span>
+ </div>
+ </div>
+</div>
+
+<table class="app-sum-body-indi-data-table">
+{foreach:declarations,declaration}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {declaration.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:declaration.is_agreed}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+{end:}
+</table>
+
+
+
+
+
+</div>
--- /dev/null
+<div class="container app-sum-body-container">
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase" style="font-size: 40px;">
+ {user_name}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="text-primary text-uppercase">
+ Investment Advisor: {name_advisor}
+ </span>
+ <br />
+ <span class="app-sum-body-ref">
+ Reference Code: {ref_code}
+ </span>
+ </div>
+ </div>
+ {foreach:summary,stepKey,steps}
+ {foreach:steps,sectionKey,sections}
+ {if:is_show_section(sectionKey)}
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ {sectionKey}
+ </span>
+ </div>
+ </div>
+ </div>
+
+
+ <div class="row">
+ {foreach:sections,applicantNum,applicants}
+ <div class="col-md-6">
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ Client {applicantNum}
+ </td>
+ </tr>
+ {foreach:applicants,row}
+ {if:checkDependency(row)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {renderRowLabel(row):h}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputQuestionByType(row):h}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+ </table>
+ </div>
+ {end:}
+ </div>
+ <!-- section check end -->
+ {end:}
+
+
+ {end:}
+ {end:}
+
+ <!--declaration section-->
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Declaration
+ </span>
+ </div>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:declarations,declaration}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {declaration.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:declaration.is_agreed}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ {end:}
+ </table>
+
+
+
+
+ </div>
--- /dev/null
+<div class="container app-sum-body-container">
+ <div class="row">
+ <div class="col-md-12 app-sum-body-user-name-container">
+ <span class="app-sum-body-user-name">
+ {user_name}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="app-sum-body-ref">
+ Investment Advisor: {name_advisor}
+ </span>
+ <br />
+ <span class="app-sum-body-ref">
+ Reference Code: {ref_code}
+ </span>
+ </div>
+ </div>
+
+
+ {foreach:summary,stepKey,steps}
+ {foreach:steps,sectionKey,sections}
+ <div class="row">
+ <div class="col-md-12 app-sum-body-section-container">
+ <span class="app-sum-body-section">
+ {sectionKey}
+ </span>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:sections,applicants}
+ {foreach:applicants,row}
+ {if:checkDependency(row)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {renderRowLabel(row):h}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputQuestionByType(row):h}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+ {end:}
+ </table>
+{end:}
+{end:}
+
+<!--declaration section-->
+<div class="row">
+ <div class="col-md-12 app-sum-body-section-container">
+ <span class="app-sum-body-section">
+ Declaration
+ </span>
+ </div>
+</div>
+<table class="app-sum-body-indi-data-table">
+{foreach:declarations,declaration}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {declaration.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:declaration.is_agreed}
+ <span class='glyphicon glyphicon-check app-sum-icon'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked app-sum-icon'></span>
+ {end:}
+ </td>
+ </tr>
+{end:}
+</table>
+
+
+
+
+
+</div>
--- /dev/null
+<div class="container app-sum-body-container">
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase" style="font-size: 40px;">
+ {user_name}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="text-primary text-uppercase">
+ Investment Advisor: {name_advisor}
+ </span>
+ <br />
+ <span class="text-primary text-uppercase">
+ Reference Code: {ref_code}
+ </span>
+ </div>
+ </div>
+
+ {foreach:summary,stepKey,steps}
+ {foreach:steps,sectionKey,sections}
+ {if:is_show_section(sectionKey)}
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ {renderSectionKey(sectionKey):h}
+ </span>
+ </div>
+ </div>
+ </div>
+ {end:}
+
+ {foreach:sections,applicants}
+ <!-- switching for specific sections -->
+
+ {if:is_show_section(sectionKey)}
+ <!-- director section -->
+ {if:is_director_section(sectionKey)}
+ {foreach:data_director,directorKey,director}
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ <span class="app-sum-body-corp-title">
+ Director {modifyClientNumber(directorKey)}
+ </span>
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ </tr>
+ {foreach:applicants,row}
+ {print_label_and_data(director,row,0)}
+ {end:}
+ </table>
+ {end:}
+
+ <!-- individual shareholder section -->
+ {else:}
+ {if:is_individual_shareholder(sectionKey)}
+ {save_buffer_for_individual_shareholder(applicants)}
+ {foreach:data_individual_shareholder,individual_shareholder_key,individual_shareholder}
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ <span class="app-sum-body-corp-title">Shareholder : Individual {modifyClientNumber(individual_shareholder_key)}</span>
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ </tr>
+ {foreach:applicants,row}
+ {print_label_and_data(individual_shareholder,row,0)}
+ {end:}
+ </table>
+ {end:}
+
+ <!-- corporate shareholder section -->
+ {else:}
+ {if:is_company_shareholder(sectionKey)}
+ {save_buffer_for_company_shareholder(applicants)}
+ {foreach:data_company_shareholder,company_shareholder_key,company_shareholder}
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ <span class="app-sum-body-corp-title">Shareholder : Company {modifyClientNumber(company_shareholder_key)}</span>
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ </tr>
+ {foreach:applicants,row}
+ {print_com_label_and_data(company_shareholder,row,0)}
+ {end:}
+ </table>
+ {print_shareholder_of_shareholder(company_shareholder,0)}
+ {end:}
+
+ <!-- default section -->
+ {else:}
+ <table class="app-sum-body-indi-data-table">
+ {foreach:applicants,row}
+ {if:checkDependency(row)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {renderRowLabel(row):h}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputQuestionByType(row):h}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+
+ </table>
+ {end:}
+ {end:}
+ {end:}
+ <!-- swiching end -->
+
+ <!-- section check end -->
+ {end:}
+ {end:}
+
+ {end:}
+ {end:}
+
+ <!--declaration section-->
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Declaration
+ </span>
+ </div>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:declarations,declaration}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {declaration.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:declaration.is_agreed}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ {end:}
+ </table>
+
+ <!--document section-->
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Documents
+ </span>
+ </div>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:documents,document}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {document.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:document.images_ids}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ {end:}
+
+ </table>
+
+ <!--3rd party compliance check section with page break-->
+ <p style="page-break-after: always;"> </p>
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase" style="font-size: 40px;">
+ 3<SUP>RD</SUP> PARTY COMPLIANCE CHECK
+ </span>
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase">
+ <br>
+ Information Provider: LexisNexis Risk Solutions
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="app-sum-body-ref">
+ {if:t.nexisCompleted}
+ REPORT DATE: {t.nexisReportDate}
+ {end:}
+ </span>
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-md-12 app-sum-header-note-container">
+ <br>
+ <strong>Disclaimer: </strong>
+ The information contained in the profile is derived from public sources. As certain content may be summarized,
+ all information should be considered within the full content available in the third-party sources to which source links are provided.
+ LexisNexis® is not responsible for content of third party sources. Relationships and categories are based on
+ information provided by third party sources and users should not draw negative conclusions from the display of relationships or categories.
+ </div>
+ </div>
+
+
+ <!--document section-->
+ {if:!t.nexisCompleted}
+ <div class="container">
+ <div class="row">
+ <div class="col-xs-12">
+ <div class="alert alert-danger"><i class="glyphicon glyphicon-warning-sign"></i> Lexis Nexis has not been run yet</div>
+ </div>
+ </div>
+ </div>
+ {else:}
+ {if:!t.nexis_has_matches}
+ <div class="container well">
+ <div class="row">
+ <div class="col-sm-12">
+ No matches where found in the Database
+ </div>
+ </div>
+ </div>
+ {else:}
+
+ <div flexy:if="nexisMatches">
+
+ <div class="container well" flexy:foreach="nexisMatches,m">
+ <div class="row">
+ <div class="col-sm-3">
+ Source Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.ResultDate,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Type:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.EntityType}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Gender:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.Gender}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.EntityDetails.DateListed,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Number:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ListReferenceNumber}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Reason Listed:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ReasonListed}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.comments(m.EntityDetails.Comments):h}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ IDs
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {m.EntityDetails.IDs.EntityID.Type}:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.IDs.EntityID.Number}
+ </div>
+ </div>
+
+ <div class="row" style="margin-top: 15px;">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Addresses
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold">
+ Address:
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Country:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.Addresses.EntityAddress.Country}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Additional Information
+ </div>
+ </div>
+
+ <div flexy:foreach="m.EntityDetails.AdditionalInfo.EntityAdditionalInfo,info">
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {t.nexis_infoKey(info)}
+ </div>
+ <div class="col-sm-9">
+ {info.Value}
+ </div>
+ </div>
+
+ <div class="row" flexy:if='info.Comments'>
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.nexis_comments(info.Comments):h}
+ </div>
+ </div>
+
+ </div>
+
+
+ </div>
+ </div>
+
+ <div flexy:if="nexisRejected">
+
+ <div flexy:foreach="nexisRejected,m">
+
+ <div class="container well">
+ <div class="row">
+ <div class="col-sm-12">
+ <span>Result {m.EntityUniqueID} was flagged as not a match by {m.coba_investor_lexis_result.updated_by_name}</span>
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12">
+ {m.coba_investor_lexis_result.reason:h}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12" style="background-color: #fff; color: #666666; margin-top: 10px;">
+
+ <div class="row">
+ <div class="col-sm-3">
+ Source Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.ResultDate,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Type:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.EntityType}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Gender:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.Gender}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.EntityDetails.DateListed,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Number:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ListReferenceNumber}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Reason Listed:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ReasonListed}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.comments(m.EntityDetails.Comments):h}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ IDs
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {m.EntityDetails.IDs.EntityID.Type}:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.IDs.EntityID.Number}
+ </div>
+ </div>
+
+ <div class="row" style="margin-top: 15px;">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Addresses
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold">
+ Address:
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Country:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.Addresses.EntityAddress.Country}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Additional Information
+ </div>
+ </div>
+
+ <div flexy:foreach="m.EntityDetails.AdditionalInfo.EntityAdditionalInfo,info">
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {t.nexis_infoKey(info)}
+ </div>
+ <div class="col-sm-9">
+ {info.Value}
+ </div>
+ </div>
+
+ <div class="row" flexy:if='info.Comments'>
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.nexis_comments(info.Comments):h}
+ </div>
+ </div>
+
+ </div>
+
+ </div>
+
+ </div>
+ </div>
+
+ </div>
+
+ </div>
+
+
+ {end:}
+
+ {end:}
+
+</div>
--- /dev/null
+<div class="container app-sum-body-container">
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase" style="font-size: 40px;">
+ {user_name}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="text-primary text-uppercase">
+ Investment Advisor: {name_advisor}
+ </span>
+ <br />
+ <span class="text-primary text-uppercase">
+ Reference Code: {ref_code}
+ </span>
+ </div>
+ </div>
+
+
+ {foreach:summary,stepKey,steps}
+ {foreach:steps,sectionKey,sections}
+ {if:is_show_section(sectionKey)}
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ {sectionKey}
+ </span>
+ </div>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:sections,applicants}
+ {foreach:applicants,row}
+ {if:checkDependency(row)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {renderRowLabel(row):h}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputQuestionByType(row):h}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+ {end:}
+
+ {end:}
+ <!-- section check end -->
+ </table>
+{end:}
+{end:}
+
+<!--declaration section-->
+<div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Declaration
+ </span>
+ </div>
+ </div>
+</div>
+<table class="app-sum-body-indi-data-table">
+{foreach:declarations,declaration}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {declaration.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:declaration.is_agreed}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+{end:}
+</table>
+
+ <!--document section-->
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Documents
+ </span>
+ </div>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:documents,document}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {document.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:document.images_ids}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ {end:}
+ </table>
+
+ <!--3rd party compliance check section with page break-->
+ <p style="page-break-after: always;"> </p>
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase" style="font-size: 40px;">
+ 3<SUP>RD</SUP> PARTY COMPLIANCE CHECK
+ </span>
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase">
+ <br>
+ Information Provider: LexisNexis Risk Solutions
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="app-sum-body-ref">
+ {if:t.nexisCompleted}
+ REPORT DATE: {t.nexisReportDate}
+ {end:}
+ </span>
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-md-12 app-sum-header-note-container">
+ <br>
+ <strong>Disclaimer: </strong>
+ The information contained in the profile is derived from public sources. As certain content may be summarized,
+ all information should be considered within the full content available in the third-party sources to which source links are provided.
+ LexisNexis® is not responsible for content of third party sources. Relationships and categories are based on
+ information provided by third party sources and users should not draw negative conclusions from the display of relationships or categories.
+ </div>
+ </div>
+
+
+ <!--document section-->
+ {if:!t.nexisCompleted}
+ <div class="container">
+ <div class="row">
+ <div class="col-xs-12">
+ <div class="alert alert-danger"><i class="glyphicon glyphicon-warning-sign"></i> Lexis Nexis has not been run yet</div>
+ </div>
+ </div>
+ </div>
+ {else:}
+ {if:!t.nexis_has_matches}
+ <div class="container well">
+ <div class="row">
+ <div class="col-sm-12">
+ No matches where found in the Database
+ </div>
+ </div>
+ </div>
+ {else:}
+
+ <div flexy:if="nexisMatches">
+
+ <div class="container well" flexy:foreach="nexisMatches,m">
+ <div class="row">
+ <div class="col-sm-3">
+ Source Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.ResultDate,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Type:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.EntityType}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Gender:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.Gender}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.EntityDetails.DateListed,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Number:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ListReferenceNumber}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Reason Listed:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ReasonListed}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.comments(m.EntityDetails.Comments):h}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ IDs
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {m.EntityDetails.IDs.EntityID.Type}:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.IDs.EntityID.Number}
+ </div>
+ </div>
+
+ <div class="row" style="margin-top: 15px;">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Addresses
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold">
+ Address:
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Country:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.Addresses.EntityAddress.Country}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Additional Information
+ </div>
+ </div>
+
+ <div flexy:foreach="m.EntityDetails.AdditionalInfo.EntityAdditionalInfo,info">
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {t.nexis_infoKey(info)}
+ </div>
+ <div class="col-sm-9">
+ {info.Value}
+ </div>
+ </div>
+
+ <div class="row" flexy:if='info.Comments'>
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.nexis_comments(info.Comments):h}
+ </div>
+ </div>
+
+ </div>
+
+
+ </div>
+ </div>
+
+ <div flexy:if="nexisRejected">
+
+ <div flexy:foreach="nexisRejected,m">
+
+ <div class="container well">
+ <div class="row">
+ <div class="col-sm-12">
+ <span>Result {m.EntityUniqueID} was flagged as not a match by {m.coba_investor_lexis_result.updated_by_name}</span>
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12">
+ {m.coba_investor_lexis_result.reason:h}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12" style="background-color: #fff; color: #666666; margin-top: 10px;">
+
+ <div class="row">
+ <div class="col-sm-3">
+ Source Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.ResultDate,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Type:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.EntityType}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Gender:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.Gender}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.EntityDetails.DateListed,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Number:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ListReferenceNumber}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Reason Listed:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ReasonListed}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.comments(m.EntityDetails.Comments):h}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ IDs
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {m.EntityDetails.IDs.EntityID.Type}:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.IDs.EntityID.Number}
+ </div>
+ </div>
+
+ <div class="row" style="margin-top: 15px;">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Addresses
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold">
+ Address:
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Country:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.Addresses.EntityAddress.Country}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Additional Information
+ </div>
+ </div>
+
+ <div flexy:foreach="m.EntityDetails.AdditionalInfo.EntityAdditionalInfo,info">
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {t.nexis_infoKey(info)}
+ </div>
+ <div class="col-sm-9">
+ {info.Value}
+ </div>
+ </div>
+
+ <div class="row" flexy:if='info.Comments'>
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.nexis_comments(info.Comments):h}
+ </div>
+ </div>
+
+ </div>
+
+ </div>
+
+ </div>
+ </div>
+
+ </div>
+
+ </div>
+
+
+ {end:}
+
+ {end:}
+
+</div>
--- /dev/null
+<div class="container app-sum-body-container">
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase" style="font-size: 40px;">
+ {user_name}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="text-primary text-uppercase">
+ Investment Advisor: {name_advisor}
+ </span>
+ <br />
+ <span class="text-primary text-uppercase">
+ Reference Code: {ref_code}
+ </span>
+ </div>
+ </div>
+ {foreach:summary,stepKey,steps}
+ {foreach:steps,sectionKey,sections}
+ {if:is_show_section(sectionKey)}
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ {sectionKey}
+ </span>
+ </div>
+ </div>
+ </div>
+ <div class="row">
+ {foreach:sections,applicantNum,applicants}
+ <div class="col-md-6">
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ Client {applicantNum}
+ </td>
+ </tr>
+ {foreach:applicants,row}
+ {if:checkDependency(row)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {renderRowLabel(row):h}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputQuestionByType(row):h}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+ </table>
+ </div>
+ {end:}
+ </div>
+ <!-- section check end -->
+ {end:}
+
+ {end:}
+ {end:}
+
+ <!--declaration section-->
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Declaration
+ </span>
+ </div>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:declarations,declaration}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {declaration.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:declaration.is_agreed}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ {end:}
+ </table>
+
+ <!--document section-->
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Documents
+ </span>
+ </div>
+ </div>
+ </div>
+ <table class="app-sum-body-indi-data-table">
+ {foreach:documents,document}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {document.title}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {if:document.images_ids}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ {end:}
+ </table>
+
+ <!--3rd party compliance check section with page break-->
+ <p style="page-break-after: always;"> </p>
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase" style="font-size: 40px;">
+ 3<SUP>RD</SUP> PARTY COMPLIANCE CHECK
+ </span>
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase">
+ <br>
+ Information Provider: LexisNexis Risk Solutions
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="app-sum-body-ref">
+ {if:t.nexisCompleted}
+ REPORT DATE: {t.nexisReportDate}
+ {end:}
+ </span>
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-md-12 app-sum-header-note-container">
+ <br>
+ <strong>Disclaimer: </strong>
+ The information contained in the profile is derived from public sources. As certain content may be summarized,
+ all information should be considered within the full content available in the third-party sources to which source links are provided.
+ LexisNexis® is not responsible for content of third party sources. Relationships and categories are based on
+ information provided by third party sources and users should not draw negative conclusions from the display of relationships or categories.
+ </div>
+ </div>
+
+
+ <!--document section-->
+ {if:!t.nexisCompleted}
+ <div class="container">
+ <div class="row">
+ <div class="col-xs-12">
+ <div class="alert alert-danger"><i class="glyphicon glyphicon-warning-sign"></i> Lexis Nexis has not been run yet</div>
+ </div>
+ </div>
+ </div>
+ {else:}
+ {if:!t.nexis_has_matches}
+ <div class="container well">
+ <div class="row">
+ <div class="col-sm-12">
+ No matches where found in the Database
+ </div>
+ </div>
+ </div>
+ {else:}
+
+ <div flexy:if="nexisMatches">
+
+ <div class="container well" flexy:foreach="nexisMatches,m">
+ <div class="row">
+ <div class="col-sm-3">
+ Source Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.ResultDate,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Type:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.EntityType}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Gender:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.Gender}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.EntityDetails.DateListed,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Number:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ListReferenceNumber}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Reason Listed:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ReasonListed}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.comments(m.EntityDetails.Comments):h}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ IDs
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {m.EntityDetails.IDs.EntityID.Type}:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.IDs.EntityID.Number}
+ </div>
+ </div>
+
+ <div class="row" style="margin-top: 15px;">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Addresses
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold">
+ Address:
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Country:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.Addresses.EntityAddress.Country}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Additional Information
+ </div>
+ </div>
+
+ <div flexy:foreach="m.EntityDetails.AdditionalInfo.EntityAdditionalInfo,info">
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {t.nexis_infoKey(info)}
+ </div>
+ <div class="col-sm-9">
+ {info.Value}
+ </div>
+ </div>
+
+ <div class="row" flexy:if='info.Comments'>
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.nexis_comments(info.Comments):h}
+ </div>
+ </div>
+
+ </div>
+
+
+ </div>
+ </div>
+
+ <div flexy:if="nexisRejected">
+
+ <div flexy:foreach="nexisRejected,m">
+
+ <div class="container well">
+ <div class="row">
+ <div class="col-sm-12">
+ <span>Result {m.EntityUniqueID} was flagged as not a match by {m.coba_investor_lexis_result.updated_by_name}</span>
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12">
+ {m.coba_investor_lexis_result.reason:h}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12" style="background-color: #fff; color: #666666; margin-top: 10px;">
+
+ <div class="row">
+ <div class="col-sm-3">
+ Source Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.ResultDate,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Type:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.EntityType}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Gender:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.Gender}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.EntityDetails.DateListed,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Number:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ListReferenceNumber}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Reason Listed:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ReasonListed}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.comments(m.EntityDetails.Comments):h}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ IDs
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {m.EntityDetails.IDs.EntityID.Type}:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.IDs.EntityID.Number}
+ </div>
+ </div>
+
+ <div class="row" style="margin-top: 15px;">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Addresses
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold">
+ Address:
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Country:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.Addresses.EntityAddress.Country}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Additional Information
+ </div>
+ </div>
+
+ <div flexy:foreach="m.EntityDetails.AdditionalInfo.EntityAdditionalInfo,info">
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {t.nexis_infoKey(info)}
+ </div>
+ <div class="col-sm-9">
+ {info.Value}
+ </div>
+ </div>
+
+ <div class="row" flexy:if='info.Comments'>
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.nexis_comments(info.Comments):h}
+ </div>
+ </div>
+
+ </div>
+
+ </div>
+
+ </div>
+ </div>
+
+ </div>
+
+ </div>
+
+
+ {end:}
+
+ {end:}
+
+</div>
--- /dev/null
+
+.text-bold {
+ font-weight: bold;
+}
+
+.bottom-dotted {
+ border-bottom: 1px dotted #ccc;
+}
+
+.rejected .trigger {
+ cursor: pointer;
+}
+
+.rejected .trigger:before {
+ content: "\f067";
+}
+
+.rejected .details {
+ display: none;
+}
+
+.rejected.expanded .details {
+ display: block;
+}
+
+.rejected.expanded .trigger:before {
+ content: "\f068";
+}
\ No newline at end of file
--- /dev/null
+
+.report_heading {
+ margin: 20px 0px 20px 0px;
+}
--- /dev/null
+<div class="container app-sum-body-container">
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase" style="font-size: 40px;">
+ {user_name}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase">
+ Reference Code: {ref_code}
+ </span>
+ </div>
+ </div>
+ <!--display content-->
+ {foreach:sections,sectionKey,steps}
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ {sectionKey}
+ </span>
+ </div>
+ </div>
+ </div>
+ {foreach:steps,subSecKey,subSec}
+ {if:is_show_template(sectionKey,subSecKey)}
+ {get_template_name(sectionKey,subSecKey)}
+ <flexy:include src="{html_template}"></flexy:include>
+ {end:}
+
+
+ {foreach:subSec,applicantKey,applicant}
+ {if:is_show_score(sectionKey,subSecKey)}
+ <!--table with score-->
+
+
+ <div class="col-md-12">
+ {foreach:applicant,question}
+
+ {question[display_name]}
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data" style="width:80%;">
+
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ Score
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data">
+ {question[answer]}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {question[score]}
+ </td>
+ </tr>
+ </table>
+ <br>
+
+ {end:}
+ <!-- total score -->
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data" style="width:80%;">
+ Add up totals for each question and write the total for each client or for joint as appropriate
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ TOTAL SCORE
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data">
+
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {display_score(applicantKey)}
+ </td>
+ </tr>
+ </table>
+ <!-- end total score -->
+ <!-- comment -->
+ <span class="app-sum-header-note-container">See below the scores for each “Risk Profile” and tick that you agree
+ to your corresponding score:</span>
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data" style="text-align:center; width:10%;">
+ SCORE
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:30%;">
+ RISK PROFILE
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ TIME HORIZON
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ FOCUS
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ DEFENSIVE INVESTMENTS
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data" style="text-align:center; width:10%;">
+ {display_comments(applicantKey,#score#)}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:30%;">
+ <span class="app-sum-body-ref"><strong>{display_comments(applicantKey,#profile_key#)}</strong></span><br>
+ {display_comments(applicantKey,#profile#)}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {display_comments(applicantKey,#time#)}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {display_comments(applicantKey,#focus#)}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {display_comments(applicantKey,#def_inv#)}
+ </td>
+ </tr>
+ </table>
+ <!-- end comment -->
+ </div>
+
+
+
+ {else:}
+ <!--table without score-->
+ {if:is_show_section(sectionKey,subSecKey,applicantKey)}
+ <div class="col-md-12">
+ {get_heading(sectionKey,subSecKey,applicantKey)}
+ <table class="app-sum-body-indi-data-table">
+ {if:is_show_info(sectionKey,subSecKey)}
+ {get_inv_info(applicantKey):h}
+ {end:}
+ {foreach:applicant,question}
+ {if:checkDependency(question,applicantKey)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {question[display_name]}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputField(question):h}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+ </table>
+ </div>
+ {end:}
+ {end:}
+ {end:}
+
+ {end:}
+ {end:}
+
+
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Summary of your risk profile and your ideal portfolio
+ </span>
+ </div>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12">
+ <span class="col-md-6">
+ Please tick which statement applies to you:
+ </span>
+ </div>
+ </div>
+ <br>
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ I wish to invest according to my investor risk profile score
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {if:ext_data[risk_profile_is_invest_acc_to_score]}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ {if:!ext_data[risk_profile_is_invest_acc_to_score]}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ I wish to be invested according to a different risk profile.
+ For this investment please invest according to the following risk profile
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {decodeEnum(ext_data[risk_profile_invest_profile_id])}
+ </td>
+ </tr>
+ {end:}
+ <tr class="app-sum-body-indi-data-row">
+
+ <td class="col-md-8 app-sum-body-indi-data">
+ I wish to consider satellite positions in addition to my core portfolios
+ and understand these positions may be higher risk and show higher volatility
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {if:ext_data[risk_profile_is_consider_satellite]}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ I wish to impose additional restrictions on my investment portfolio and
+ investment recommendations (see details below)
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {if:ext_data[risk_profile_is_impose_restriction]}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ {if:ext_data[risk_profile_is_impose_restriction]}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ Additional restrictions:
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {renderField(ext_data[risk_profile_restriction])}
+ </td>
+ </tr>
+ {end:}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ Client and Adviser agreed the following Portfolio(s):
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {renderField(ext_data[risk_profile_agreed_portfolio])}
+ </td>
+ </tr>
+ </table>
+
+ <div class="row">
+ <div class="col-md-12">
+ <span class="col-md-6">
+ Client and Adviser agreed the following currency for the portfolio
+ </span>
+ </div>
+ </div>
+ <br>
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ Portfolio Recommended
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {decodeEnum(ext_data[risk_profile_agreed_currency_ids])}
+ </td>
+ </tr>
+ </table>
+
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Client acknowledgement
+ </span>
+ </div>
+ </div>
+ </div>
+</div>
--- /dev/null
+<div class="container app-sum-body-container">
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase" style="font-size: 40px;">
+ {user_name}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase">
+ Reference Code: {ref_code}
+ </span>
+ </div>
+ </div>
+ <!--display content-->
+ {foreach:sections,sectionKey,steps}
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ {sectionKey}
+ </span>
+ </div>
+ </div>
+ </div>
+ {foreach:steps,subSecKey,subSec}
+ {if:is_show_template(sectionKey,subSecKey)}
+ {get_template_name(sectionKey,subSecKey)}
+ <flexy:include src="{html_template}"></flexy:include>
+ {end:}
+
+
+ {foreach:subSec,applicantKey,applicant}
+ {if:is_show_score(sectionKey,subSecKey)}
+ <!--table with score-->
+
+
+ <div class="col-md-12">
+ {foreach:applicant,question}
+
+ {question[display_name]}
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data" style="width:80%;">
+
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ Score
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data">
+ {question[answer]}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {question[score]}
+ </td>
+ </tr>
+ </table>
+ <br>
+
+ {end:}
+ <!-- total score -->
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data" style="width:80%;">
+ Add up totals for each question and write the total for each client or for joint as appropriate
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ TOTAL SCORE
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data">
+
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {display_score(applicantKey)}
+ </td>
+ </tr>
+ </table>
+ <!-- end total score -->
+ <!-- comment -->
+ <span class="app-sum-header-note-container">See below the scores for each “Risk Profile” and tick that you agree
+ to your corresponding score:</span>
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data" style="text-align:center; width:10%;">
+ SCORE
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:30%;">
+ RISK PROFILE
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ TIME HORIZON
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ FOCUS
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ DEFENSIVE INVESTMENTS
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data" style="text-align:center; width:10%;">
+ {display_comments(applicantKey,#score#)}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:30%;">
+ <span class="app-sum-body-ref"><strong>{display_comments(applicantKey,#profile_key#)}</strong></span><br>
+ {display_comments(applicantKey,#profile#)}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {display_comments(applicantKey,#time#)}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {display_comments(applicantKey,#focus#)}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {display_comments(applicantKey,#def_inv#)}
+ </td>
+ </tr>
+ </table>
+ <!-- end comment -->
+ </div>
+
+
+
+ {else:}
+ <!--table without score-->
+ {if:is_show_section(sectionKey,subSecKey,applicantKey)}
+ <div class="col-md-12">
+ {get_heading(sectionKey,subSecKey,applicantKey)}
+ <table class="app-sum-body-indi-data-table">
+ {if:is_show_info(sectionKey,subSecKey)}
+ {get_inv_info(applicantKey):h}
+ {end:}
+ {foreach:applicant,question}
+ {if:checkDependency(question,applicantKey)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {question[display_name]}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputField(question):h}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+ </table>
+ </div>
+ {end:}
+ {end:}
+ {end:}
+
+ {end:}
+ {end:}
+
+
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Summary of your risk profile and your ideal portfolio
+ </span>
+ </div>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12">
+ <span class="col-md-6">
+ Please tick which statement applies to you:
+ </span>
+ </div>
+ </div>
+ <br>
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ I wish to invest according to my investor risk profile score
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {if:ext_data[risk_profile_is_invest_acc_to_score]}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ {if:!ext_data[risk_profile_is_invest_acc_to_score]}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ I wish to be invested according to a different risk profile.
+ For this investment please invest according to the following risk profile
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {decodeEnum(ext_data[risk_profile_invest_profile_id])}
+ </td>
+ </tr>
+ {end:}
+ <tr class="app-sum-body-indi-data-row">
+
+ <td class="col-md-8 app-sum-body-indi-data">
+ I wish to consider satellite positions in addition to my core portfolios
+ and understand these positions may be higher risk and show higher volatility
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {if:ext_data[risk_profile_is_consider_satellite]}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ I wish to impose additional restrictions on my investment portfolio and
+ investment recommendations (see details below)
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {if:ext_data[risk_profile_is_impose_restriction]}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ {if:ext_data[risk_profile_is_impose_restriction]}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ Additional restrictions:
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {renderField(ext_data[risk_profile_restriction])}
+ </td>
+ </tr>
+ {end:}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ Client and Adviser agreed the following Portfolio(s):
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {renderField(ext_data[risk_profile_agreed_portfolio])}
+ </td>
+ </tr>
+ </table>
+
+ <div class="row">
+ <div class="col-md-12">
+ <span class="col-md-6">
+ Client and Adviser agreed the following currency for the portfolio
+ </span>
+ </div>
+ </div>
+ <br>
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ Portfolio Recommended
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {decodeEnum(ext_data[risk_profile_agreed_currency_ids])}
+ </td>
+ </tr>
+ </table>
+
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Client acknowledgement
+ </span>
+ </div>
+ </div>
+ </div>
+</div>
--- /dev/null
+<div class="container app-sum-body-container">
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase" style="font-size: 40px;">
+ {user_name}
+ </span>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12">
+ <span class="text-primary text-uppercase">
+ Reference Code: {ref_code}
+ </span>
+ </div>
+ </div>
+ <!--display content-->
+ {foreach:sections,sectionKey,steps}
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ {sectionKey}
+ </span>
+ </div>
+ </div>
+ </div>
+ {if:!is_column_group(sectionKey)}
+
+ {foreach:steps,subSecKey,subSec}
+
+ {if:is_show_template(sectionKey,subSecKey)}
+ {get_template_name(sectionKey,subSecKey)}
+ <flexy:include src="{html_template}"></flexy:include>
+ {end:}
+
+ {foreach:subSec,applicantKey,applicant}
+ {if:is_show_score(sectionKey,subSecKey)}
+ <!--table with score-->
+
+
+ <div class="col-md-6">
+ {foreach:applicant,question}
+
+ {question[display_name]}
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data" style="text-align:center; width:20%;">
+ Client {getApplicationKey(applicantKey)}
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data" style="width:80%;">
+
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ Score
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data">
+ {question[answer]}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {question[score]}
+ </td>
+ </tr>
+ </table>
+ <br>
+
+ {end:}
+ <!-- total score -->
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data" style="text-align:center; width:20%;">
+ Client {getApplicationKey(applicantKey)}
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data" style="width:80%;">
+ Add up totals for each question and write the total for each client or for joint as appropriate
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ TOTAL SCORE
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data">
+
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {display_score(applicantKey)}
+ </td>
+ </tr>
+ </table>
+ <!-- end total score -->
+ <!-- comment -->
+ <span class="app-sum-header-note-container">See below the scores for each “Risk Profile” and tick that you agree
+ to your corresponding score:</span>
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row" >
+ <td class="col-md-8 app-sum-body-indi-data" colspan="4">
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data" style="text-align:center; width:20%;">
+ Client {getApplicationKey(applicantKey)}
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data" style="text-align:center; width:10%;">
+ SCORE
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:30%;">
+ RISK PROFILE
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ TIME HORIZON
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ FOCUS
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ DEFENSIVE INVESTMENTS
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="app-sum-body-indi-data" style="text-align:center; width:10%;">
+ {display_comments(applicantKey,#score#)}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:30%;">
+ <span class="app-sum-body-ref"><strong>{display_comments(applicantKey,#profile_key#)}</strong></span><br>
+ {display_comments(applicantKey,#profile#)}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {display_comments(applicantKey,#time#)}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {display_comments(applicantKey,#focus#)}
+ </td>
+ <td class="app-sum-body-indi-data" style="text-align:center; width:20%;">
+ {display_comments(applicantKey,#def_inv#)}
+ </td>
+ </tr>
+ </table>
+ <!-- end comment -->
+ </div>
+
+ {else:}
+ <!--table without score-->
+ {if:is_show_section(sectionKey,subSecKey,applicantKey)}
+ <div class="col-md-6">
+ {get_heading(sectionKey,subSecKey,applicantKey)}
+ <table class="app-sum-body-indi-data-table" >
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ Client {getApplicationKey(applicantKey)}
+ </td>
+ </tr>
+ {if:is_show_info(sectionKey,subSecKey)}
+ {get_inv_info(applicantKey):h}
+ {end:}
+
+ {foreach:applicant,question}
+ {if:checkDependency(question,applicantKey)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {question[display_name]}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputField(question):h}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+ </table>
+ </div>
+ {else:}
+ <div class="col-md-6">
+ </div>
+ {end:}
+ {end:} <!--end show score check-->
+ {end:} <!--end foreach-->
+ {end:} <!--end foreach-->
+
+
+ {else:}
+ <!-- column group start-->
+ {foreach:steps,applicantKey,applicant}
+
+ <div class="col-md-6">
+ {foreach:applicant,subSecKey,subSec}
+
+ {if:is_show_section(sectionKey,subSecKey,applicantKey)}
+ {get_heading(sectionKey,subSecKey,applicantKey)}
+ <table class="app-sum-body-indi-data-table" >
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ Client {getApplicationKey(applicantKey)}
+ </td>
+ </tr>
+ {if:is_show_info(sectionKey,subSecKey)}
+ {get_inv_info(applicantKey):h}
+ {end:}
+ {foreach:subSec,question}
+ {if:checkDependency(question,applicantKey)}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-6 app-sum-body-indi-data">
+ {question[display_name]}
+ </td>
+ <td class="col-md-6 app-sum-body-indi-data">
+ {outputField(question):h}
+ </td>
+ </tr>
+ {end:}
+ {end:}
+ </table>
+ {end:}
+
+ {end:}
+ </div>
+ {end:}
+
+
+
+ <!-- column group end-->
+ {end:}
+
+
+ {end:}
+
+
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Summary of your risk profile and your ideal portfolio
+ </span>
+ </div>
+ </div>
+ </div>
+ <div class="row">
+ <div class="col-md-12">
+ <span class="col-md-6">
+ Please tick which statement applies to you:
+ </span>
+ </div>
+ </div>
+ <br>
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ We wish to invest according to my investor risk profile score
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {if:ext_data[risk_profile_is_invest_acc_to_score]}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ {if:!ext_data[risk_profile_is_invest_acc_to_score]}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ We wish to be invested according to a different risk profile.
+ For this investment please invest according to the following risk profile
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {decodeEnum(ext_data[risk_profile_invest_profile_id])}
+ </td>
+ </tr>
+ {end:}
+ <tr class="app-sum-body-indi-data-row">
+
+ <td class="col-md-8 app-sum-body-indi-data">
+ We wish to consider satellite positions in addition to my core portfolios
+ and understand these positions may be higher risk and show higher volatility
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {if:ext_data[risk_profile_is_consider_satellite]}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ We wish to impose additional restrictions on my investment portfolio and
+ investment recommendations (see details below)
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {if:ext_data[risk_profile_is_impose_restriction]}
+ <span class='glyphicon glyphicon-check text-primary'></span>
+ {else:}
+ <span class='glyphicon glyphicon-unchecked text-primary'></span>
+ {end:}
+ </td>
+ </tr>
+ {if:ext_data[risk_profile_is_impose_restriction]}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ Additional restrictions:
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {renderField(ext_data[risk_profile_restriction])}
+ </td>
+ </tr>
+ {end:}
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ Client and Adviser agreed the following Portfolio(s):
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {renderField(ext_data[risk_profile_agreed_portfolio])}
+ </td>
+ </tr>
+ </table>
+
+ <div class="row">
+ <div class="col-md-12">
+ <span class="col-md-6">
+ Client and Adviser agreed the following currency for the portfolio
+ </span>
+ </div>
+ </div>
+ <br>
+ <table class="app-sum-body-indi-data-table">
+ <tr class="app-sum-body-indi-data-row">
+ <td class="col-md-8 app-sum-body-indi-data">
+ Portfolio Recommended
+ </td>
+ <td class="col-md-4 app-sum-body-indi-data">
+ {decodeEnum(ext_data[risk_profile_agreed_currency_ids])}
+ </td>
+ </tr>
+ </table>
+
+ <div class="row">
+ <div class="col-md-12 panel-primary report_heading text-uppercase">
+ <div class="panel-heading">
+ <span>
+ Client acknowledgement
+ </span>
+ </div>
+ </div>
+ </div>
+</div>
--- /dev/null
+<div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="app-sum-header-note-container">
+ Your attitude to risk is probably the most important factor to consider before investing.
+ To achieve higher returns, you will have to be prepared to accept a higher risk of capital loss.
+ This is because the assets that offer high returns are generally more volatile than those producing lower returns.
+ It is what we call ‘risk/return trade off’.
+ </span>
+ <br>
+ <br>
+ <span class="app-sum-header-note-container">
+ We will recommend investment strategies to match your investments to your risk profile.
+ Investing across the various investment sectors according to your risk profile is called diversification.
+ For example, instead of investing only in property, or only in shares, you might invest a proportion in both,
+ or even include cash or fixed interest to create a balanced portfolio.
+ </span>
+ <br>
+ <br>
+ <span class="app-sum-header-note-container">
+ To determine the most appropriate mix of assets for you to invest in, we need to ask you more detailed
+ questions about investment goals and the exact timeframe in which you want to achieve them.
+ </span>
+ <br>
+ <br>
+ <span class="app-sum-header-note-container">
+ By answering the questions below, you will have a good idea about your attitude to risk and what investment
+ sectors are best suited to you. Write your score number in each question so you can more easily calculate
+ your total score at the end.
+ </span>
+ </div>
+ </div>
+ <br>
\ No newline at end of file
--- /dev/null
+ <div class="row">
+ <div class="col-md-12 app-sum-body-ref-container">
+ <span class="app-sum-body-ref">
+ Inexperienced Investor
+ </span>
+ <br>
+ <span class="app-sum-header-note-container">
+ You have invested in a limited range of assets classes for a period of less than four years and/or
+ have stated that your investment knowledge is low.
+ However, you do understand that prices of securities may go up as well as down.
+ </span>
+ <br>
+ <br>
+ <span class="app-sum-body-ref">
+ Experienced Investor
+ </span>
+ <br>
+ <span class="app-sum-header-note-container">
+ You have invested in various classes for a period of more than four years and have experienced volatility.
+ You have stated that your investment knowledge is good or higher and acknowledge investment risk.
+ </span>
+ <br>
+ <br>
+ <span class="app-sum-body-ref">
+ Professional Investor
+ </span>
+ <br>
+ <span class="app-sum-header-note-container">
+ You frequently trade various asset classes each year for more than four years. As an individual,
+ you have in excess of US$1.1 million of “investible” assets and have extensive investment knowledge.
+ </span>
+ <br>
+ <br>
+ <br>
+ <span class="app-sum-body-ref">
+ NOTE:
+ </span>
+ <span class="app-sum-header-note-container">
+ Pursuant to change to the PI framework, effective 25 March 2016, the Company elects to treat all investors
+ as non-professional investors. No PI assessment is conducted as no wealth management client will be treated
+ as Professional Investors, with the exception of Corporate Professional Investors “CPI”.
+ </span>
+ </div>
+ </div>
+ <br>
\ No newline at end of file
--- /dev/null
+
+Roo.onReady(function(){
+
+ Roo.each(Roo.select('i.trigger', true).elements, function(t){
+
+ t.on('click', function(e){
+
+ e.preventDefault();
+
+ var parent = t.findParent('div.rejected', false, true);
+
+ parent.toggleClass('expanded');
+ });
+
+ });
+
+});
\ No newline at end of file
--- /dev/null
+
+<div class="container well matches">
+ <div class="row">
+ <div class="col-sm-3">
+ Source Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(detail.ResultDate,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Type:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {detail.EntityDetails.EntityType}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Gender:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {detail.EntityDetails.Gender}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(detail.EntityDetails.DateListed,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Number:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {detail.EntityDetails.ListReferenceNumber}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Reason Listed:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {detail.EntityDetails.ReasonListed}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.comments(detail.EntityDetails.Comments):h}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ IDs
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {detail.EntityDetails.IDs.EntityID.Type}:
+ </div>
+ <div class="col-sm-9">
+ {detail.EntityDetails.IDs.EntityID.Number}
+ </div>
+ </div>
+
+ <div class="row" style="margin-top: 15px;">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Addresses
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold">
+ Address:
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Country:
+ </div>
+ <div class="col-sm-9">
+ {detail.EntityDetails.Addresses.EntityAddress.Country}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Additional Information
+ </div>
+ </div>
+
+ <div flexy:foreach="detail.EntityDetails.AdditionalInfo.EntityAdditionalInfo,info">
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {t.infoKey(info)}
+ </div>
+ <div class="col-sm-9">
+ {info.Value}
+ </div>
+ </div>
+
+ <div class="row" flexy:if='info.Comments'>
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.comments(info.Comments):h}
+ </div>
+ </div>
+
+ </div>
+
+
+</div>
\ No newline at end of file
--- /dev/null
+<!DOCTYPE html>
+<html xmlns="http://www.w3.org/1999/xhtml"
+ xmlns:html="http://www.w3.org/1999/xhtml" xmlns:svg="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink">
+
+ <head>
+ <title>Lexis Nexis Result</title>
+ <meta name="viewport" content="width=device-width, initial-scale=1, maximum-scale=1, user-scalable=no">
+
+ <meta name="google" value="notranslate">
+
+ <link href="{rootURL}/roojs1/css-bootstrap/bootstrap.min.css" rel="stylesheet">
+ <link href="{rootURL}/roojs1/css-bootstrap/font-awesome.css" rel="stylesheet" type="text/css" />
+ <link href="{rootURL}/Pman/Coba/templates/css/lexis-nexis.css" rel="stylesheet">
+
+ </head>
+
+ <body class="ytheme-gray" xtype="Roo.bootstrap.Body">
+
+ {outputBody()}
+
+ </body>
+
+ <script type="text/javascript" src="{rootURL}/roojs1/roojs-core-debug.js"></script>
+ <script type="text/javascript" src="{rootURL}/roojs1/roojs-bootstrap-debug.js"></script>
+
+
+ <flexy:toJSON
+ baseURL="baseURL"
+ rootURL="rootURL"
+ ></flexy:toJSON>
+
+ <script src="{rootURL}/Pman/Coba/templates/js/lexis-nexis.js" type="text/javascript"></script>
+
+</html>
--- /dev/null
+{if:!t.completed}
+ <div class="container">
+ <div class="row">
+ <div class="col-xs-12">
+ <div class="alert alert-danger"><i class="glyphicon glyphicon-warning-sign"></i> Lexis Nexis has not been run yet</div>
+ </div>
+ </div>
+ </div>
+{else:}
+
+ <div class="container well">
+ <div class="row">
+ <div class="col-xs-12">
+ Search Date: {t.reportDate}
+ </div>
+ </div>
+ </div>
+
+ <div class="container well" flexy:if="!matches">
+ <div class="row">
+ <div class="col-sm-12">
+ No matches where found in the Database
+ </div>
+ </div>
+ </div>
+
+ <div flexy:if="matches">
+
+ <div class="container well matches" flexy:foreach="matches,m">
+
+ {if:is_rejected(m.coba_investor_lexis_result.status)}
+ <div class="rejected">
+
+ <div class="row">
+ <div class="col-sm-6">
+ <i class="trigger fa fa-plus"></i>
+ <span>Result {m.EntityUniqueID} was flagged as not a match by {m.coba_investor_lexis_result.person_id_name}</span>
+ </div>
+ <div class="col-sm-6 text-right">
+ <button type="button" data-id="{m.coba_investor_lexis_result.id}" class="btn btn-default un-reject-match">
+ <i class="fa fa-times"></i> Undo Reject
+ </button>
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12">
+ {m.coba_investor_lexis_result.reason:h}
+ </div>
+ </div>
+
+ <div class="details">
+
+ <hr/>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Source Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.ResultDate,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Type:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.EntityType}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Gender:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.Gender}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.EntityDetails.DateListed,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Number:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ListReferenceNumber}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Reason Listed:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ReasonListed}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.comments(m.EntityDetails.Comments):h}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ IDs
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {m.EntityDetails.IDs.EntityID.Type}:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.IDs.EntityID.Number}
+ </div>
+ </div>
+
+ <div class="row" style="margin-top: 15px;">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Addresses
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold">
+ Address:
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Country:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.Addresses.EntityAddress.Country}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Additional Information
+ </div>
+ </div>
+
+ <div flexy:foreach="m.EntityDetails.AdditionalInfo.EntityAdditionalInfo,info">
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {t.infoKey(info)}
+ </div>
+ <div class="col-sm-9">
+ {info.Value}
+ </div>
+ </div>
+
+ <div class="row" flexy:if='info.Comments'>
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.comments(info.Comments):h}
+ </div>
+ </div>
+
+ </div>
+
+ </div>
+ </div>
+ {else:}
+
+ <div class="row">
+
+ <div class="col-sm-12 text-right" flexy:if="is_pending(m.coba_investor_lexis_result.status)">
+ <button type="button" data-id="{m.coba_investor_lexis_result.id}" class="btn btn-success accept-match">
+ <i class="fa fa-check"></i> Accept this match
+ </button>
+ <button type="button" data-id="{m.coba_investor_lexis_result.id}" class="btn btn-danger reject-match">
+ <i class="fa fa-times"></i> Reject this match
+ </button>
+ </div>
+
+ <div class="col-sm-12 text-right" flexy:if="is_accepted(m.coba_investor_lexis_result.status)">
+ <button type="button" data-id="{m.coba_investor_lexis_result.id}" class="btn btn-default un-accept-match">
+ <i class="fa fa-check"></i> Undo Accept
+ </button>
+ </div>
+
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Source Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.ResultDate,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Type:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.EntityType}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Gender:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.Gender}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Entity Date:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {t.formatDate(m.EntityDetails.DateListed,#m/d/Y#)}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Number:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ListReferenceNumber}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Reason Listed:
+ </div>
+ <div class="col-sm-9 text-bold">
+ {m.EntityDetails.ReasonListed}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.comments(m.EntityDetails.Comments):h}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ IDs
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {m.EntityDetails.IDs.EntityID.Type}:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.IDs.EntityID.Number}
+ </div>
+ </div>
+
+ <div class="row" style="margin-top: 15px;">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Addresses
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold">
+ Address:
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Country:
+ </div>
+ <div class="col-sm-9">
+ {m.EntityDetails.Addresses.EntityAddress.Country}
+ </div>
+ </div>
+
+ <div class="row">
+ <div class="col-sm-12 text-bold bottom-dotted">
+ Additional Information
+ </div>
+ </div>
+
+ <div flexy:foreach="m.EntityDetails.AdditionalInfo.EntityAdditionalInfo,info">
+ <div class="row">
+ <div class="col-sm-3 text-bold">
+ {t.infoKey(info)}
+ </div>
+ <div class="col-sm-9">
+ {info.Value}
+ </div>
+ </div>
+
+ <div class="row" flexy:if='info.Comments'>
+ <div class="col-sm-3" style="padding-left: 30px;">
+ Comments:
+ </div>
+ <div class="col-sm-9">
+ {t.comments(info.Comments):h}
+ </div>
+ </div>
+
+ </div>
+
+ {end:}
+
+ </div>
+
+ </div>
+
+{end:}
--- /dev/null
+ <div class="container">
+ <div class="row app-sum-footer-container">
+ <div class="col-md-12">
+ <table>
+ <tr>
+ <td class="col-md-2 app-sum-footer-cib-container">
+ </td>
+ <td class="col-md-10 app-sum-footer-text">
+ <span class="app-sum-footer-capcomp"><span class="client-company-name"></span></span>.
+ </td>
+ </tr>
+ </table>
+ </div>
+ </div>
+ </div>
\ No newline at end of file
--- /dev/null
+<div class="row">
+ <div class="col-md-12 app-sum-header-address-container">
+ <span class="client-company-name"></span> <span class="client-parent-company-name"></span><br />
+ <span class="client-address"></span>
+ </div>
+</div>
+<div class="row">
+ <div class="col-md-12 app-sum-header-note-container">
+ <strong>Note: </strong>
+ <span class="client-company-name"></span> are committed to ensuring that any personal data received is safeguarded against unauthorized disclosure.
+ The data provided herein is subject to the provisions of the Personal Data (Privacy) Ordinance (Cap. 486, Laws of Hong Kong).
+ This means that we will not disclose any personal data unless we have given written authorization to do so, or unless the disclosure is
+ otherwise permitted under the provisions of the Personal Data (Privacy) Ordinance.<br />
+ The information collected in this report has been submitted on a voluntary basis. In no event, will <span class="client-company-name"></span>,
+ its related entities, or the partners or employees thereof be liable to the recipient or anyone else for any decision made or action taken in
+ reliance on the information supplied below.
+ </div>
+</div>
--- /dev/null
+../Pman.Core
\ No newline at end of file
--- /dev/null
+../Pman.Base/Pman/GnumericToExcel.php
\ No newline at end of file
--- /dev/null
+../Pman.Base/Pman/I18n.php
\ No newline at end of file
--- /dev/null
+../Pman.Base/Pman/Images.php
\ No newline at end of file
--- /dev/null
+../Pman.Base/Pman/Login.php
\ No newline at end of file
--- /dev/null
+../Pman.Base/Pman/Roo.php
\ No newline at end of file
projects / Pman.Admin / commitdiff