Come check out the new client portal!
', isHtml: true};\n});\n\n'use strict';\n\napp.controller('LoginAsCtrl', function LoginAsCtrl($scope, $http, $modalInstance, currentUser) {\n //PRIVATE VARIABLES\n var tempToken = sessionStorage.oas_token;\n\n\n //PRIVATE METHODS\n function init() {\n getDifferentToken()\n .then(function (token) {\n tempToken = token;\n\n $http.get(\"/Authorization/Databases\", {tracker: 'main', trackerMsg: 'Loading databases', headers: {Authorization: \"Session \" + tempToken}})\n .then(function (response) {\n $scope.current.databases = response.data;\n });\n });\n }\n\n function getDifferentToken(extraHeaders) {\n var headers = angular.extend({Authorization: \"Switch \" + tempToken}, extraHeaders);\n\n return $http.get('/security/token', {headers: headers, tracker: 'main', trackerMsg: 'Requesting new token'})\n .then(function (response) {\n return response.data.access_token;\n });\n }\n\n\n //PUBLIC METHODS\n $scope.searchClients = function (searchText) {\n return $http.get(\"/Security/Profiles/Search/\" + encodeURIComponent(searchText) + \"?Entity=5\", {headers: {Authorization: \"Session \" + tempToken}})\n .then(function (response) {\n return response.data;\n });\n };\n\n $scope.clientFormatter = function (profile) {\n return !profile ? '' : (profile.entityId || profile.userId) + ': ' + profile.entityName + ' (' + profile.loginUserId + ')';\n };\n\n $scope.updateDbToken = function () {\n getDifferentToken({AlClientId: $scope.current.alClientId})\n .then(function (token) {\n $scope.current.selectedClient = null;\n tempToken = token;\n });\n };\n\n $scope.updateUserToken = function () {\n getDifferentToken({UserDetailId: $scope.current.selectedClient.userDetailId})\n .then(function (token) {\n $modalInstance.close();\n\n //just to allow the modal to close and not look so abrupt\n setTimeout(function () {\n sessionStorage.clear();\n sessionStorage.oas_token = token;\n window.location.reload();\n }, 750);\n });\n };\n\n $scope.cancel = function () {\n $modalInstance.dismiss();\n };\n\n\n //INITIALIZE\n $scope.current = {databases: null, alClientId: currentUser.authorization.alClientId, selectedClient: null, searchInProgress: false};\n init();\n});\n\n'use strict';\n\napp.controller('ManageLinkedAccountsCtrl', function ManageLinkedAccountsCtrl($scope, $http, $q, $modal, $modalInstance, $sce, APP_CONFIG, appSettings) {\n\n //PRIVATE METHODS\n function init() {\n getAkoya();\n $http.get('/Integrations/Akoya/Legacy/Institution', null)\n .then((response) => {\n response.data.forEach((item) => {\n if(item.icon == null)\n {\n item.icon = 'styles/img/add-institution.png';\n }\n if (item.id == 'byall') {\n angular.merge(item, { sort: 6, btnText: 'Add Other Institutions', icon: '/styles/img/add-institution.png', linkType: 'link', url: APP_CONFIG.baseApiUrl + '/Integrations/ByAllAccounts/SSO?balanceOnly=false&Authorization=' + sessionStorage.oas_token });\n }\n else {\n item.url += sessionStorage.oas_token;\n if(item.icon != 'styles/img/add-institution.png'){\n if(item.iconType == 'svg'){\n item.iconType = 'svg+xml';\n }\n item.icon = \"data:image/\" + item.iconType + \";base64, \" + item.icon;\n }\n }\n $scope.availableVendors.push(item);\n });\n\n if ($scope.availableVendors.length === 1) {\n $scope.goToVendor($scope.availableVendors[0]);\n }\n\n $scope.back = false;\n $scope.linkedbuttons = true;\n $scope.displayname = true;\n $scope.editname = false;\n $scope.editToken = false;\n });\n }\n\n function getAkoya() {\n $http.get('/Integrations/Akoya/GetAkoya', null)\n .then(\n function (response) {\n if (response.data) {\n $scope.tokens = response.data;\n }\n }\n );\n }\n\n //PUBLIC METHODS\n $scope.goToVendor = function (vendor) {\n if (vendor.linkType === 'link') {\n window.location.href = vendor.url + '&cpt=' + sessionStorage.oas_token;\n } else if (vendor.linkType === 'newtab') {\n window.open(vendor.url, \"_blank\");\n $modalInstance.close();\n } else if (vendor.linkType === 'script') {\n $scope[vendor.url]();\n } else {\n $scope.current.url = $sce.trustAsResourceUrl(vendor.url);\n }\n }\n\n $scope.unlinkVendor = function (event, token) {\n event.stopPropagation();\n\n switch (token.financialInstitution.toLowerCase()) {\n case \"transamerica\":\n case \"fidelity\":\n case \"mikomo\":\n $http.get('/Integrations/Akoya/Revoke/' + token.financialInstitution.toLowerCase() + '?akoyaTokenId=' + token.akoyaTokenId, null)\n .then(\n function (response) {\n getAkoya();\n }\n );\n break;\n\n default:\n // Technically, should never get here, which means it will get here.\n alert(`No Revoke available for ${token.tokenName}`);\n break;\n }\n }\n\n $scope.goback = function () {\n $scope.back = false;\n $scope.linkedbuttons = true;\n $scope.new = false;\n $scope.manage = false;\n $scope.editToken = false;\n }\n\n $scope.close = function () {\n $modalInstance.close();\n }\n\n $scope.togglelinkedaccounts = function (isNew) {\n if (isNew == true) {\n $scope.new = true;\n $scope.manage = false;\n } else {\n $scope.new = false;\n $scope.manage = true;\n }\n $scope.back = true;\n $scope.linkedbuttons = false;\n }\n\n $scope.NameToken = function (event, token) {\n $http.get('/Integrations/Akoya/EditToken?akoyaTokenId=' + token.akoyaTokenId + '&tokenname=' + token.tokenName, null)\n .then(\n function () {\n $scope.displayname = true;\n $scope.editToken = false;\n $scope.new = false;\n $scope.manage = true;\n getAkoya();\n }\n );\n }\n\n $scope.EditToken = function (token) {\n $scope.manage = false;\n $scope.editToken = true;\n $scope.selectedToken = token;\n }\n\n //INITIALIZE\n $scope.current = { url: null };\n $scope.availableVendors = [];\n\n init();\n});\n\n'use strict';\n\napp.controller('ManageCommentaryCtrl', function ManageCommentaryCtrl($scope, $modalInstance, commentaryData) {\n //PRIVATE METHODS\n function init() {\n commentaryData.getCommentaryForEdit()\n .then(function (data) {\n $scope.commentaryList = data;\n });\n }\n\n\n //PUBLIC METHODS\n $scope.editCommentary = function (commentary) {\n $scope.current.commentary = angular.copy(commentary);\n $scope.current.isEditMode = true;\n };\n\n $scope.newCommentary = function () {\n $scope.editCommentary({publishDate: Date.create('today')});\n };\n\n $scope.saveCommentary = function () {\n commentaryData.saveCommentary($scope.current.commentary)\n .then(function (data) {\n if ($scope.current.commentary.id) {\n angular.extend($scope.commentaryList.find({id: $scope.current.commentary.id}), data);\n } else {\n $scope.commentaryList.push(data);\n }\n\n $scope.current.isEditMode = false;\n });\n };\n\n $scope.deleteCommentary = function () {\n commentaryData.deleteCommentary($scope.current.commentary)\n .then(function () {\n $scope.commentaryList.remove({id: $scope.current.commentary.id});\n $scope.current.isEditMode = false;\n });\n };\n\n $scope.close = function () {\n $modalInstance.close();\n };\n\n\n //INITIALIZE\n $scope.current = {isEditMode: false, commentary: null};\n\n init();\n});\n\n'use strict';\n\napp.controller('ManageDownloadsCtrl', function ManageDownloadsCtrl($scope, $modalInstance, staticFilesData) {\n // PUBLIC METHODS\n $scope.close = function () {\n $modalInstance.close();\n };\n\n $scope.downloadFile = function (file) {\n staticFilesData.downloadFile(file);\n };\n\n $scope.deleteFile = function (file) {\n staticFilesData.deleteFile(file);\n };\n\n $scope.upload = function (files) {\n staticFilesData.uploadFile(files[0]);\n };\n\n\n //INITIALIZE\n $scope.downloads = staticFilesData.files;\n});\n\n'use strict';\n\napp.controller('SettingsCtrl', function SettingsCtrl($scope, $http, $state, $modal, $modalInstance, appSettings, currentUser, cloudStorageProviders, APP_CONFIG, settingsLevels, repSettingsLevels) {\n //PRIVATE VARIABLES\n let rawSettings, groupedSettings, originalSettings, completeSettings;\n const landingPage = {setting: null, optionList: []};\n\n //PRIVATE METHODS\n function init () {\n if (currentUser.profile.isAdmin || currentUser.profile.isAdvisor) {\n $scope.settingsLevels = settingsLevels;\n } else if (currentUser.profile.isRep || currentUser.profile.isBD) {\n $scope.settingsLevels = repSettingsLevels;\n $scope.current.level = null;\n }\n\n if (!appSettings.config.riaSettingsEnabled) {\n delete $scope.settingsLevels.ria;\n }\n\n const states = $state.get();\n states.forEach(function (state) {\n const nameParts = state.name.split('.');\n\n if (!state.tab || nameParts.length === 1) {\n return;\n }\n\n const parentState = states.find({name: nameParts[0]});\n\n if (parentState.tab.title !== 'Insight') {\n landingPage.optionList.push({\n url: parentState.url + state.url,\n name: parentState.tab.title + ' - ' + state.tab.title,\n enabled: state.tab.enabled === 'portfolio.showActivity' ? null : state.tab.enabled || parentState.tab.enabled\n });\n }\n });\n landingPage.optionList = landingPage.optionList.sortBy('name');\n\n loadSettings();\n\n $http.get('/Integrations/AdvisorCloudStorage/List', {headers: {Unmasquerade: 'true'}, tracker: 'main', trackerMsg: 'Loading cloud storage providers'})\n .then(function (response) {\n if (response.data.length > 0) {\n $scope.cloudProviders = [{name: response.data[0].provider, isLinked: true}];\n } else {\n fillCloudProviderList();\n }\n });\n }\n\n function fillCloudProviderList() {\n $scope.cloudProviders = cloudStorageProviders.reject('advisorShared').values().map(function (provider) {return {name: provider.name, isLinked: false};});\n }\n\n function loadSettings() {\n appSettings.getSettingsForEdit($scope.current.level, $scope.current.entity)\n .then(function (dataSets) {\n completeSettings = dataSets.complete;\n\n const data = dataSets.editable;\n\n landingPage.setting = null;\n\n if (APP_CONFIG.mode === 'settings-only') {\n data.remove({promptName: 'default-landing-page'});\n }\n\n data.forEach(function (setting) {\n if (setting.promptName === 'default-landing-page') {\n setting.options = landingPage.optionList;\n landingPage.setting = setting;\n }\n\n if (setting.allowedEntities) {\n const entities = [\n {name: \"Broker/Dealer\", isAllowed: false},\n {name: \"Representative\", isAllowed: false}\n ];\n\n setting.allowedEntities.forEach(function (entity) {\n entities.find({name: entity}).isAllowed = true;\n });\n\n setting.allowedEntities = entities;\n }\n });\n\n if (!appSettings.integration.experianDBEO) {\n data.remove({displayName: 'Experian'});\n }\n if (!appSettings.integration.hasFidelityPID) {\n data.remove({displayName: 'Fidelity Documents Enabled'});\n }\n if (!appSettings.integration.hasPershingPLINK) {\n data.remove({displayName: 'Pershing Documents Enabled'});\n }\n\n rawSettings = data;\n originalSettings = angular.copy(rawSettings); //create a copy so we update only settings that change\n\n groupedSettings = rawSettings.groupBy('category');\n\n const groups = [\n {name: 'Global', icon: 'fa-globe'},\n {name: 'Advisor', icon: 'fa-user'},\n {name: 'Portfolio', icon: 'fa-briefcase'},\n {name: 'Updates', icon: 'fa-envelope'},\n {name: 'Documents', icon: 'fa-folder-open'},\n {name: 'Trading', icon: 'fa-bell'},\n {name: 'Integration', icon: 'fa-cubes'}\n ];\n\n $scope.settingsGroups = [];\n\n groups.forEach(function (group) {\n const key = group.name.toLowerCase();\n\n if (groupedSettings[key]) {\n groupedSettings[key] = groupedSettings[key].sortBy('displayOrder');\n $scope.settingsGroups.push(group);\n\n const primaryColorSetting = groupedSettings[key].find(gs => gs.promptName.toLowerCase() === 'theme-primary-bg-color');\n if (primaryColorSetting) {\n $scope.colorKeyPressCheck(primaryColorSetting);\n }\n }\n });\n });\n\n $scope.current.siteUrl = `${APP_CONFIG.loginUrl}?g=${currentUser.authorization.alClientGuid}`;\n if ($scope.current.level === settingsLevels.rep.value || $scope.current.level === settingsLevels.bd.value) {\n $scope.current.siteUrl += `&e=${$scope.current.level}&i=${$scope.current.entity.id}`;\n } else if (currentUser.profile.isRep) {\n $scope.current.siteUrl += `&e=4&i=${currentUser.authorization.originalEntityId}`;\n } else if (currentUser.profile.isBD) {\n $scope.current.siteUrl += `&e=2&i=${currentUser.authorization.originalEntityId}`;\n }\n }\n\n function isEnabled(setting) {\n if (angular.isString(setting)) {\n const settingParts = setting.split('.');\n if (settingParts[1] === 'wealthAccess') {\n settingParts[1] = 'wealthAccessWidgets';\n }\n const foundSetting = completeSettings.find(function (x) {\n return x.category === settingParts[0] && x.promptName.camelize(false) === settingParts[1];\n });\n return foundSetting.value;\n } else if (angular.isArray(setting)) {\n return setting.any(isEnabled);\n }\n\n return true;\n }\n\n //PUBLIC VARIABLES\n $scope.isSettingValid = true;\n\n //PUBLIC METHODS\n $scope.isCurrentLevel = function (settingLevel) {\n const level = $scope.current.level;\n\n switch (settingLevel) {\n case 'Household':\n return level === settingsLevels.client.value;\n case 'Representative':\n return level === settingsLevels.rep.value || (currentUser.profile.isRep && level === null);\n case 'RIA Table':\n return level === settingsLevels.ria.value;\n case 'Broker/Dealer':\n return level === settingsLevels.bd.value || (currentUser.profile.isBD && level === null);\n case 'Advisor':\n return level === settingsLevels.advisor.value;\n default:\n return false;\n }\n };\n\n $scope.setSelectedGroup = function (name) {\n $scope.selectedGroup = groupedSettings[name.toLowerCase()];\n };\n\n $scope.resetEntity = function () {\n $scope.current.entity = null;\n\n if ($scope.current.level === settingsLevels.advisor.value || (currentUser.profile.isRep || currentUser.profile.isBD)) {\n loadSettings();\n }\n };\n\n $scope.save = function () {\n if (landingPage.setting) {\n const landingPageOption = landingPage.optionList.find({url: landingPage.setting.value});\n\n if (!isEnabled(landingPageOption.enabled)) {\n const errorMessage = {\n title: 'Invalid Setting Value',\n subTitle: `The default landing page cannot be set to ${landingPageOption.name} because that page is not enabled.`,\n hideResolution: true\n };\n\n $modal.open({templateUrl: 'app/modals/error-message.html', controller: 'ErrorMessageCtrl', resolve: {errorMessage: function() {return errorMessage;}}})\n .result\n .then(angular.noop, angular.noop);\n\n return;\n }\n }\n\n const modifiedSettings = angular.copy(rawSettings); //using a copy so user doesn't see JSON stringified values while save in progress\n\n originalSettings.forEach(function (setting) {\n modifiedSettings.remove({category: setting.category, promptName: setting.promptName, value: setting.value, optionLevel: setting.optionLevel, allowedEntities: setting.allowedEntities});\n });\n\n modifiedSettings.forEach(function (setting) {\n if (setting.type.startsWith('JSON')) {\n if (setting.type === 'JSONRichText') {\n setting.value.lastUpdated = Date.create();\n }\n setting.value = JSON.stringify(setting.value);\n } else if (setting.type === 'Date' && !setting.value) {\n setting.value = ''; //table does not allow nulls\n } else if (setting.type === 'CheckBox') {\n setting.value = setting.value.toString();\n }\n\n if (setting.allowedEntities) {\n setting.allowedEntities = setting.allowedEntities.remove({isAllowed: false}).map('name');\n }\n });\n\n const postSave = function () {\n if (APP_CONFIG.mode === 'settings-only') {\n const modifiedCount = modifiedSettings.length;\n\n const successMessage = {\n title: 'Save Successful',\n subTitle: modifiedCount > 1 ? `${modifiedCount} settings were updated.` : modifiedCount > 0 ? 'One setting was updated.' : 'No settings were updated.',\n icon: 'fa-check-circle-o text-success',\n hideResolution: true\n };\n\n $modal.open({templateUrl: 'app/modals/error-message.html', controller: 'ErrorMessageCtrl', resolve: {errorMessage: function() {return successMessage;}}})\n .result\n .then(angular.noop, loadSettings);\n } else {\n $modalInstance.close();\n setTimeout(function () {window.location.reload();}, 300);\n }\n };\n\n if (modifiedSettings.length) {\n appSettings.saveSettings(modifiedSettings, $scope.current.level, $scope.current.entity)\n .then(function () {\n postSave();\n });\n } else {\n postSave();\n }\n };\n\n $scope.cancel = function () {\n $modalInstance.dismiss();\n };\n\n $scope.resetValue = function (setting) {\n appSettings.resetSetting(setting, $scope.current.level, $scope.current.entity)\n .then(function () {\n const originalSetting = originalSettings.find({promptName: setting.promptName});\n angular.extend(originalSetting, setting);\n });\n };\n\n $scope.setImageValue = function (files, event, rejectedFiles, setting) {\n if (files.isEmpty() && rejectedFiles.isEmpty()) {\n return;\n }\n\n if (rejectedFiles.length) {\n setting.invalidFile = true;\n } else {\n setting.invalidFile = false;\n\n const reader = new FileReader();\n reader.onload = function (e) {\n $scope.$apply(function () {\n setting.value = e.target.result;\n });\n };\n reader.readAsDataURL(files[0]);\n }\n };\n\n $scope.toggleCloudProvider = function (provider) { \n if (provider.isLinked) {\n $http.delete('/Integrations/AdvisorCloudStorage/Credentials', {headers: {Unmasquerade: 'true'}, tracker: 'main', trackerMsg: `Removing link to ${provider.name}`})\n .then(function () {\n fillCloudProviderList();\n });\n } else {\n const props = {apiUrl: APP_CONFIG.baseApiUrl, provider: provider.name, protocol: window.location.protocol, host: window.location.host, token: sessionStorage.oas_token};\n //ShareFile does not provide a hash # = %23 when returning parameters\n props.hash = props.provider === cloudStorageProviders.shareFile.name ? \"%23\" : \"\";\n\n if (props.provider === cloudStorageProviders.egnyte.name) {\n const settings = {title: 'Egnyte', icon: 'fa-cloud', label: 'Enter Domain', message: '.egnyte.com'};\n $modal.open({templateUrl: 'app/modals/input-prompt.html', controller: 'InputPromptCtrl', resolve: {settings: function () {return settings;}}})\n .result\n .then(function (result) {\n if (!result) {\n return;\n } \n props.domain = result;\n props.hash = '%26';\n const egnyteUrl = '{apiUrl}/Integrations/AdvisorCloudStorage/{provider}/Redirect?url={protocol}//{host}/advisorcloudstorage-credentials.html?provider={provider}{hash}dm={domain}&domain={domain}&token={token}&Authorization={token}'.assign(props);\n openNewOAuthTab(egnyteUrl);\n }, angular.noop);\n } else if (props.provider === 'Dropbox') {\n const dropBoxUrl = '{apiUrl}/Integrations/AdvisorCloudStorage/{provider}/Redirect?url={protocol}//{host}/advisorcloudstorage-credentials.html?provider={provider}{hash}&token={token}&Authorization={token}'.assign(props);\n openNewOAuthTab(dropBoxUrl);\n } else if (props.provider === 'ShareFile') {\n const shareFileUrl = '{apiUrl}/Integrations/AdvisorCloudStorage/{provider}/Redirect?url={protocol}//{host}/advisorcloudstorage-credentials.html?provider={provider}{hash}&token={token}&Authorization={token}'.assign(props);\n openNewOAuthTab(shareFileUrl);\n } else if (props.provider === 'Box') {\n const boxUrl = '{apiUrl}/Integrations/AdvisorCloudStorage/{provider}/Redirect?url={protocol}//{host}/advisorcloudstorage-credentials.html?provider={provider}{hash}&token={token}&Authorization={token}'.assign(props);\n openNewOAuthTab(boxUrl);\n } else if (props.provider === 'NetDocuments') {\n const netDocumentsUrl = '{apiUrl}/Integrations/AdvisorCloudStorage/{provider}/Redirect?url={protocol}//{host}/advisorcloudstorage-credentials.html?provider={provider}{hash}&token={token}&Authorization={token}'.assign(props);\n openNewOAuthTab(netDocumentsUrl);\n } else {\n window.location.href = '{apiUrl}/Integrations/AdvisorCloudStorage/{provider}/Redirect?url={protocol}//{host}/advisorcloudstorage-credentials.html?provider={provider}{hash}&Authorization={token}'.assign(props);\n }\n }\n\n function openNewOAuthTab(url) {\n const oauthTab = window.open();\n oauthTab.opener = null;\n oauthTab.location = url;\n closeWindowAfterOAuth(oauthTab);\n }\n\n function closeWindowAfterOAuth(win) {\n const timer = setInterval(function () {\n if (win.closed) {\n clearInterval(timer);\n location.reload();\n }\n }, 2000);\n }\n };\n\n $scope.colorKeyPressCheck = function(setting) {\n if (setting && setting.promptName === 'theme-primary-bg-color') {\n const reg = /^#[0-9A-F]{6}$/i;\n $scope.isSettingValid = reg.test(setting.value);\n }\n };\n\n //INITIALIZE\n $scope.current = {level: settingsLevels.advisor.value, entity: null, siteUrl: null};\n init();\n\n\n //SCOPE WATCHERS\n $scope.$watch('current.entity', function (newValue, oldValue) {\n //couldn't get typeahead-on-select to work when wrapped in oas-search directive\n if (!newValue || newValue === oldValue) {\n return;\n }\n\n loadSettings();\n });\n});\n\n'use strict';\n\napp.controller('StartUpPromptCtrl', function StartUpPromptCtrl($scope, $modal, appInitMgr, startUpSettings) {\n //PUBLIC METHODS\n $scope.decline = function () {\n $modal.open({templateUrl: \"app/modals/confirm.html\", controller: \"ConfirmCtrl\", resolve: {content: function() {return {title:'Confirm Action', message: \"Without accepting, you will be logged out from the portal. Are you sure you want to decline?\"};}}})\n .result\n .then(function (result) {\n if (result === \"OK\") {\n appInitMgr.cleanLogout(false);\n }\n }, angular.noop);\n };\n\n\n //INITIALIZE\n $scope.settings = startUpSettings;\n});\n\napp.controller('StatementSettingsCtrl', function StatementSettingsCtrl($scope, $http, $modalInstance, currentUser) {\n //PRIVATE VARIABLES\n var userOriginal = null;\n\n\n //PRIVATE METHODS\n function init() {\n $http.get('/Portfolio/Clients/Verbose/' + currentUser.authorization.entityId, {tracker: 'main', trackerMsg: 'Loading user profile'})\n .then(function (response) {\n $scope.user = response.data;\n userOriginal = angular.copy($scope.user);\n\n if ($scope.user.portfolio.statementDeliveryMethodId === 2) {\n $scope.current.isEStatement = true;\n }\n });\n }\n\n function sendEmail(isMethodChange) {\n var data = {\n email: $scope.user.portfolio.email,\n subject: \"Profile information changed\",\n body: \"Profile information has been updated.\" + getChanges(isMethodChange),\n isMethodChange: isMethodChange\n };\n\n $http.post(\"/Reporting/PortalTask/EStatementEmail\", data, {tracker: 'main', trackerMsg: 'Sending Confirmation Email'});\n }\n\n function getChanges(isMethodChange) {\n var changes = \"\";\n\n if (isMethodChange) {\n changes += \"Statement delivery method change\" + \".\\r\\n\";\n }\n if ($scope.user.portfolio.email !== userOriginal.portfolio.email) {\n changes += \"Email changed from \" + userOriginal.portfolio.email + \" to \" + $scope.user.portfolio.email + \".\\r\\n\";\n }\n if ($scope.user.portfolio.address1 !== userOriginal.portfolio.address1) {\n changes += userOriginal.portfolio.address1 + \" changed to \" + $scope.user.portfolio.address1 + \".\\r\\n\";\n }\n if ($scope.user.portfolio.address2 !== userOriginal.portfolio.address2) {\n changes += userOriginal.portfolio.address2 + \" changed to \" + $scope.user.portfolio.address2 + \".\\r\\n\";\n }\n if ($scope.user.portfolio.city !== userOriginal.portfolio.city) {\n changes += userOriginal.portfolio.city + \" changed to \" + $scope.user.portfolio.city + \".\\r\\n\";\n }\n if ($scope.user.portfolio.state !== userOriginal.portfolio.state) {\n changes += userOriginal.portfolio.state + \" changed to \" + $scope.user.portfolio.state + \".\\r\\n\";\n }\n if ($scope.user.portfolio.zip !== userOriginal.portfolio.zip) {\n changes += userOriginal.portfolio.zip + \" changed to \" + $scope.user.portfolio.zip + \".\\r\\n\";\n }\n\n return changes;\n }\n\n\n //PUBLIC METHODS\n $scope.methodChange = function () {\n $scope.user.portfolio.statementDeliveryMethodId = $scope.current.isEStatement ? 2 : 1;\n\n $scope.markDirty();\n };\n\n $scope.markDirty = function () {\n if ($scope.user !== userOriginal) {\n $scope.current.isDirty = true;\n }\n };\n\n $scope.update = function () {\n var data = $scope.user;\n\n $http.put('/Portfolio/Clients/Verbose/' + currentUser.authorization.entityId, data, {tracker: 'main', trackerMsg: 'Saving user profile', headers: {Unmasquerade: \"false\"}})\n .then(function () {\n if (userOriginal.portfolio.statementDeliveryMethodId !== $scope.user.portfolio.statementDeliveryMethodId) {\n sendEmail(true);\n } else {\n sendEmail(false);\n }\n\n $modalInstance.close($scope.user);\n });\n };\n\n $scope.cancel = function () {\n $modalInstance.dismiss();\n };\n\n\n //INITIALIZE\n $scope.current = {isEStatement: false, isDirty: false};\n\n init();\n});\n\n'use strict';\n\napp.controller('UserProfileCtrl', function UserProfileCtrl($scope, $q, $http, $modal, $modalInstance, appSettings, appInitMgr, currentUser) {\n //PRIVATE VARIABLES\n var daysOfWeek = [\n {id: 1, name: \"Sunday\"},\n {id: 2, name: \"Monday\"},\n {id: 3, name: \"Tuesday\"},\n {id: 4, name: \"Wednesday\"},\n {id: 5, name: \"Thursday\"},\n {id: 6, name: \"Friday\"},\n {id: 7, name: \"Saturday\"}\n ];\n var lastVerifiedPhone;\n $scope.paymentForm = 'app/modals/paymentForm/payment-form.html';\n\n\n //PRIVATE METHODS\n function init() {\n $http.get('/Portfolio/Clients/' + currentUser.authorization.entityId, {tracker: 'main', trackerMsg: 'Loading user profile'})\n .then(function (response) {\n $scope.user = response.data;\n });\n\n $http.get(\"/Authorization/User/Verbose?expand=portfolio&expand=personal\", {tracker: 'main', trackerMsg: 'Loading authentication settings'})\n .then(function (response) {\n $scope.verboseUser = response.data;\n\n if (currentUser.twoFactor.required) {\n $scope.verboseUser.portfolio.twoFactor = true;\n }\n\n lastVerifiedPhone = $scope.verboseUser.personal.mobilePhone.isVerified ? $scope.verboseUser.personal.mobilePhone.number : \"NOT-VERIFIED\";\n });\n\n $http.get(\"/Reporting/Notifications/SubscriptionWithDestination/NotificationSubscriptions\", {tracker: 'main', trackerMsg: 'Loading notifications'})\n .then(function (response) {\n $scope.subscriptions = response.data;\n\n $scope.subscriptions.forEach(function (subscription) {\n if (subscription.type !== \"Advisor Blast\") {\n if (subscription.schedule.frequency === \"Weekly\" && subscription.destinations.any({enabled: true})) {\n subscription.schedule.dayOfWeek = daysOfWeek.find({name: Object.find(subscription.schedule.weekly, true).capitalize()}).id;\n }\n\n subscription.schedule.timeOfDayAsDate = Date.create(\"1900-01-01 \" + subscription.schedule.timeOfDay);\n\n setSubscriptionPhrase(subscription);\n }\n });\n });\n\n if ($scope.current.canEditBilling) {\n $http.get('/Settings/CustomSettings/bluepay_pay_methods')\n .then(function(response){\n var paymethod;\n if (response.data){\n paymethod = JSON.parse(response.data.value).id;\n switch(paymethod){\n case \"check\":\n $scope.current.ccPaymentMethod = 'check';\n break;\n case \"credit\":\n $scope.current.ccPaymentMethod = 'credit';\n break;\n case \"both\":\n default:\n $scope.current.ccPaymentMethod = 'both';\n break;\n }\n }\n });\n\n $http.get(\"/Portfolio/Clients/Verbose/\" + currentUser.authorization.entityId + \"?expand=creditCard\", {tracker: 'main', trackerMsg: 'Loading credit card information'})\n .then(function (response) {\n var creditCard = response.data.creditCard;\n\n if (creditCard.ccToken) {\n $scope.current.storedPaymentInfo = true;\n\n if (creditCard.ccType === \"ACH\") {\n var eCheckParts = creditCard.ccNum.unescapeURL().split(':');\n $scope.ccInfo.achAccountType = eCheckParts[0] === 'C' ? 'checking' : 'savings';\n $scope.ccInfo.achAccountNum = eCheckParts[2];\n $scope.current.ccPaymentType = 'check';\n $scope.current.ccPaymentMethod = 'check';\n } else {\n $scope.ccInfo.ccExpiration = null;\n $scope.ccInfo.ccNumber = creditCard.ccNum;\n $scope.ccInfo.ccType = creditCard.ccType.toLowerCase();\n $scope.ccInfo.cvv2 = $scope.ccInfo.ccType === 'amex' ? 'xxxx' : 'xxx';\n $scope.current.ccPaymentType = 'credit';\n $scope.current.ccPaymentMethod = 'credit';\n }\n }\n });\n }\n\n if (currentUser.twoFactor.required) {\n $http.get('/Settings/EntityOptions/Database/Code/69MESSAGER', {cache: true})\n .then(function (response) {\n $scope.current.twoFactorMsg = response.data.value;\n });\n }\n }\n\n function setSubscriptionPhrase(subscription) {\n var phrase;\n var enabledDestinations = subscription.destinations.findAll({enabled: true});\n\n if (enabledDestinations.length) {\n phrase = \"Send to \" + enabledDestinations.map(\"destinationName\").join(\" and \");\n\n switch (subscription.schedule.frequency) {\n case \"Monthly\":\n phrase += \" on the \" + subscription.schedule.dayOfMonth.ordinalize() + \" of the month\";\n break;\n case \"Weekly\":\n phrase += \" every \" + daysOfWeek.find({id: subscription.schedule.dayOfWeek}).name;\n break;\n case \"Daily\":\n phrase += \" every day\";\n break;\n }\n\n phrase += \" at \" + Date.create(subscription.schedule.timeOfDayAsDate).format(\"{h}:{mm} {tt}\");\n }\n\n subscription.phrase = phrase;\n }\n\n\n //PUBLIC METHODS\n $scope.togglePhoneVerification = function () {\n $scope.verboseUser.personal.mobilePhone.isVerified = $scope.verboseUser.personal.mobilePhone.number === lastVerifiedPhone;\n };\n\n $scope.verifyPhone = function () {\n $q.all([\n $http.get(\"/Settings/Apps/notifications/Options/TermsConditions\", {tracker: 'main', trackerMsg: \"Loading terms & conditions\"}),\n $http.post(\"/Utility/SMS/SendPIN?phoneNumber=\" + $scope.verboseUser.personal.mobilePhone.number, null, {tracker: 'main', trackerMsg: 'Sending verification text'})\n ])\n .then(function (responses) {\n var resolve = {\n termsAndConditions: function () {return responses[0].data.value;}\n };\n\n $modal.open({templateUrl: \"pin-verification.html\", controller: \"PinVerificationCtrl\", backdrop: 'static', resolve: resolve})\n .result\n .then(function (result) {\n if (result) {\n $scope.verboseUser.personal.mobilePhone.isVerified = true;\n lastVerifiedPhone = $scope.verboseUser.personal.mobilePhone.number;\n }\n }, angular.noop);\n });\n };\n\n $scope.editSubscription = function (subscription) {\n var resolve = {\n subscription: function () {return subscription;},\n daysOfWeek: function () {return daysOfWeek;}\n };\n\n $modal.open({templateUrl: \"edit-subscription.html\", controller: \"EditSubscriptionCtrl\", backdrop: 'static', resolve: resolve})\n .result\n .then(function (result) {\n if (result) {\n angular.extend(subscription, result);\n setSubscriptionPhrase(subscription);\n }\n }, angular.noop);\n };\n\n $scope.setAchImage = function (controlName) {\n $scope.current.achImageTop = !controlName ? 1 : controlName === 'account' ? -199 : -99;\n };\n\n $scope.removeCCInfoFromHousehold = function () {\n $modal.open({templateUrl: \"app/modals/confirm.html\", controller: \"ConfirmCtrl\", resolve: {content: function() {return {title:'Confirm Action', message: \"Are you sure you want to remove your payment information?\"};}}})\n .result\n .then(function (result) {\n if (result === \"OK\") {\n $http.delete('/Integrations/BluePay/' + currentUser.authorization.entityId, {tracker: 'main', trackerMsg: 'Removing payment information'})\n .then(function () {\n $scope.modifyCCInfo();\n });\n }\n }, angular.noop);\n };\n\n $scope.modifyCCInfo = function () {\n $scope.ccInfo = {};\n $scope.current.storedPaymentInfo = false;\n };\n\n $scope.unsubscribe = function (subscription) {\n subscription.destinations.forEach(function (destination) {\n destination.enabled = false;\n });\n setSubscriptionPhrase(subscription);\n };\n\n $scope.save = function (billingForm) {\n var validationErrors = [];\n if ($scope.verboseUser.portfolio.twoFactor && (!$scope.verboseUser.personal.email || !$scope.verboseUser.personal.mobilePhone.number)) {\n validationErrors.push(\"Email address and phone number are required for 2-factor authentication.\");\n }\n\n if (!$scope.verboseUser.personal.email && $scope.subscriptions.any(function (s) {return (s.destinations.find({destinationName: \"Email\"}) || {enabled: false}).enabled;})) {\n validationErrors.push(\"Email notifications require a valid email address.\");\n }\n\n if ((!$scope.verboseUser.personal.mobilePhone.number || !$scope.verboseUser.personal.mobilePhone.isVerified) && $scope.subscriptions.any(function (s) {return (s.destinations.find({destinationName: \"SMS Text\"}) || {enabled: false}).enabled;})) {\n validationErrors.push(\"SMS Text notifications require a verified phone number.\");\n }\n\n var saveBilling = false;\n\n if ($scope.current.canEditBilling && !$scope.current.storedPaymentInfo) {\n var requiredFields;\n if ($scope.current.ccPaymentType === 'check') {\n requiredFields = ['achRoutingNum', 'achAccountNum'];\n } else if ($scope.current.ccPaymentType === 'credit') {\n requiredFields = ['ccNumber', 'cvv2', 'ccExpiration'];\n }\n\n if (requiredFields) {\n saveBilling = true;\n requiredFields.add(['ccFirstNameOnCard', 'ccLastNameOnCard', 'ccAddress1', 'ccCity', 'ccState', 'ccZip', 'ccCountry', 'ccEmail', 'ccPhone']);\n\n requiredFields.forEach(function (field) {\n if (!$scope.ccInfo[field]) {\n validationErrors.push(field.replace('ach', '').replace('cc', '').titleize() + \" is a required field for saving billing information.\");\n }\n });\n }\n }\n\n if (validationErrors.length) {\n var errorMessage = {\n title: \"Validation Errors\",\n subTitle: \"Terms and Conditions
\\\n\\\n
Your use of this service means that you have accepted these terms in their entirety. If you do not agree with these terms in their entirety, please terminate the service immediately. These terms (hereinafter referred to as “Terms and Conditions”) apply to your use of any products and/or services (the “Services”) offered or provided by CSID (as hereinafter defined), Orion Advisor Technology, LLC (“Orion”), or their respective corporate affiliates.
\\\n \\\nUSE OF SERVICES:
\\\n\\\n
Adviser agrees that Adviser clients will use Services only for their benefit. Adviser will be responsible for all use of Adviser’s clients’ membership numbers and must notify Orion immediately of any unauthorized use of Adviser’s clients’ membership numbers, or the theft or misplacement of a membership number.
\\\n\\\n
Adviser understands that by enrolling for the Services, Adviser’s clients are providing \"written instructions\" in accordance with the federal Fair Credit Reporting Act, as amended (\"FCRA\"), for Orion and its service providers, which may include CSIdentity Corporation (“CSID”), to obtain information from Adviser’s clients’ personal credit profile from Experian, Equifax, and Transunion, the three major credit reporting agencies. Adviser authorizes Orion and its service providers to use an Adviser’s client’s social security number to access an Adviser’s client’s personal credit profile, to verify identity, and to provide credit monitoring, reporting and scoring products.
\\\n\\\n
DISPUTE RESOLUTION BY BINDING ARBITRATION:
\\\n \\\nPLEASE READ THIS CAREFULLY.
\\\n\\\n
IT AFFECTS YOUR RIGHTS.
\\\n\\\n
SUMMARY:
\\\n\\\n
MOST CUSTOMER CONCERNS CAN BE RESOLVED QUICKLY AND TO THE CUSTOMER\\'S SATISFACTION BY CALLING CUSTOMER SERVICE AT 877-899-1115. IN THE UNLIKELY EVENT THAT CUSTOMER SERVICE IS UNABLE TO RESOLVE A COMPLAINT YOU MAY HAVE WITH ORION OR ORION’S SERVICE PROVIDER(S) TO YOUR SATISFACTION (OR IF ORION AND/OR ORION’S SERVICE PROVIDER(S) HAVE NOT BEEN ABLE TO RESOLVE A DISPUTE WITH YOU AFTER ATTEMPTING TO DO SO INFORMALLY), YOU, ON THE ONE HAND, AND ORION AND/OR ORION’S SERVICE PROVIDER(S), ON THE OTHER, EACH AGREE TO RESOLVE THOSE DISPUTES THROUGH BINDING ARBITRATION OR SMALL CLAIMS COURT INSTEAD OF IN COURTS OF GENERAL JURISDICTION TO THE FULLEST EXTENT PERMITTED BY LAW.
\\\n\\\n
ARBITRATION IS MORE INFORMAL THAN A LAWSUIT IN COURT. ARBITRATION USES A NEUTRAL ARBITRATOR INSTEAD OF A JUDGE OR JURY, ALLOWS FOR MORE LIMITED DISCOVERY THAN IN COURT, AND IS SUBJECT TO VERY LIMITED REVIEW BY COURTS. ARBITRATORS CAN AWARD THE SAME DAMAGES AND RELIEF THAT A COURT CAN AWARD. ANY ARBITRATION UNDER THESE TERMS AND CONDITIONS WILL TAKE PLACE ON AN INDIVIDUAL BASIS; CLASS ARBITRATIONS AND CLASS ACTIONS ARE NOT PERMITTED. WE WILL PAY ALL COSTS OF ARBITRATION, NO MATTER WHO WINS, SO LONG AS YOUR CLAIM IS NOT FRIVOLOUS. HOWEVER, IN ARBITRATION, YOU, ON THE ONE HAND, AND ORION AND/OR ORION’S SERVICE PROVIDER(S), ON THE OTHER, WOULD BE ENTITLED TO RECOVER ATTORNEYS\\' FEES FROM EACH OTHER PARTY TO THE SAME EXTENT AS YOU AND THEY WOULD BE IN COURT.
\\\n\\\n
Arbitration Agreement:
\\\n(B) ARBITRATION - You, on the one hand, and Orion and/or Orion’s service provider(s), on the other, agree that any claim or dispute (\"Claim\") between us shall, at the election of any one of us, be resolved by binding arbitration administered by the American Arbitration Association (\"AAA\") under its rules for consumer arbitrations. It is the parties\\' intent that this arbitration provision be construed broadly, including that this arbitration provision includes any Claims by you against Orion or Orion’s service provider(s) as well as their respective corporate affiliates for claims arising out of these Terms and Conditions directly related to the services or product/service websites. However, any disputes or claims you may have which relate to your credit report, or any claims arising out of or relating to the Fair Credit Reporting Act (\"FCRA\") and/or the FCRA\\'s state law equivalent(s), are not subject to or governed by this agreement to arbitrate.
\\\n\\\n
You agree that, by entering into these Terms and Conditions, you, Orion and Orion’s service provider(s) are each waiving the right to a trial by jury or to participate in a class action. At your request, we will promptly reimburse you for your payment of your arbitration filing fee. (The filing fee enrollly is $200 for claims under $10,000 but is subject to change by the arbitration provider. If you are unable to pay this fee, we will pay it directly after receiving a written request). The arbitrator may award declaratory or injunctive relief only in favor of the individual party seeking relief and only to the extent necessary to provide relief warranted by that party\\'s individual Claim. YOU, ON ONE HAND, AND ORION AND/OR ORION’S SERVICE PROVIDER(S), ON THE OTHER, AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING.
\\\n\\\n
Further, unless you, on one hand, and Orion and/or Orion’s service provider(s), on the other, agree otherwise, the arbitrator may not consolidate more than one person\\'s Claims, and may not otherwise preside over any form of a representative or class proceeding. If this specific provision in the preceding sentence is found to be unenforceable, then the entirety of this arbitration provision in this section shall be null and void. Notwithstanding any of the foregoing provisions, any party may bring an individual action in small claims court. The parties to the Terms and Conditions acknowledge that this arbitration agreement is made pursuant to a transaction involving interstate commerce, and shall be governed by the Federal Arbitration Act, 9 U.S.C. § 1 et seq. (\"FAA\"). Judgment upon any arbitration award may be entered in any court having jurisdiction. The arbitrator shall follow substantive law to the extent consistent with the FAA and shall honor any claims or privileges recognized by law. The terms of this section shall survive any termination, cancellation or expiration of the Terms and Conditions.
\\\n\\\n
LIABILITY - NEITHER ORION, CSID, NOR ANY OF THEIR RESPECTIVE AFFILIATES SHALL HAVE ANY LIABILITY TO YOU AS AN AGENT IN OBTAINING COPIES OF: YOUR PERSONAL CREDIT REPORT, CREDIT ALERT REPORT, QUARTERLY UPDATE, OR CREDIT SCORE. NEITHER ORION, CSID, NOR ANY OF THEIR RESPECTIVE AFFILIATES OR CREDIT INFORMATION SUBCONTRACTORS MAKE ANY WARRANTY, EXPRESS OR IMPLIED, FOR THE ACCURACY OF THE INFORMATION CONTAINED IN OR PROVIDED IN CONJUNCTION WITH THE SERVICES. NEITHER ORION, CSID, NOR ANY OF THEIR RESPECTIVE AFFILIATES ASSUME ANY LIABILITY FOR DAMAGES, DIRECT OR INDIRECT, CONSEQUENTIAL OR INCIDENTAL, IN CONNECTION WITH THE PERFORMANCE OF THE SERVICES OR YOUR REQUEST, USE OR ATTEMPTED USE OF THE SERVICES. NEITHER ORION, NOR ANY OF THEIR RESPECTIVE AFFILIATES OR CREDIT INFORMATION SUBCONTRACTORS ARE RESPONSIBLE FOR NEGATIVE FACTUAL INFORMATION CONTAINED IN ANY REPORTS YOU RECEIVE AS PART OF THE SERVICE. THE AGGREGATE LIABILITY OF ALL SUCH PARTIES TO YOU IN ANY EVENT IS LIMITED TO THE AMOUNT WHICH YOU HAVE PAID ORION FOR YOUR MEMBERSHIP. THE SERVICES ARE NOT CREDIT COUNSELING SERVICES AND DO NOT PROMISE TO HELP YOU OBTAIN A LOAN OR IMPROVE YOUR CREDIT RECORD, HISTORY, OR RATING. THE TERMS OF THIS SECTION SHALL SURVIVE ANY TERMINATION, CANCELLATION, OR EXPIRATION OF THE TERMS AND CONDITIONS.
\\\n\\\n
VANTAGESCORE 3.0 CREDIT SCORE
\\\n\\\n
VantageScore 3.0, with scores ranging from 300 to 850, is a user-friendly credit score model developed by the three major nationwide credit reporting agencies, Experian®, TransUnion®, and Equifax®. VantageScore 3.0 is used by some but not all lenders. Higher scores represent a greater likelihood that you\\'ll pay back your debts so you are viewed as being a lower credit risk to lenders. A lower score indicates to lenders that you may be a higher credit risk.
\\\n\\\n
There are three different major credit reporting agencies, Experian, TransUnion, and Equifax that maintain a record of your credit history known as your credit file. Credit scores are based on the information in your credit file at the time it is requested. Your credit file information can vary from agency to agency because some lenders report your credit history to only one or two of the agencies. So your credit scores can vary if the information they have on file for you is different. Since the information in your file can change over time, your credit scores also may be different from day-to-day. Different credit scoring models can also give a different assessment of the credit risk (risk of default) for the same consumer and same credit file.
\\\n\\\n
There are different credit scoring models which may be used by lenders and insurers. Your lender may not use VantageScore 3.0, so don\\'t be surprised if your lender gives you a score that\\'s different from your VantageScore. (And your VantageScore 3.0 may differ from your score under other types of VantageScores). Just remember that your associated risk level is often the same even if the number is not. For some consumers, however, the risk assessment of VantageScore 3.0 could vary, sometimes substantially, from a lender’s score. If the lender\\'s score is lower than your VantageScore 3.0, it is possible that this difference can lead to higher interest rates and sometimes credit denial.
\\\n',\n subscriberNumber: null,\n memberid: null,\n questions: null,\n challengeId: null,\n answers: [],\n failedAttempt: false,\n requiredInfo: {\n name: null,\n DOB: null,\n SSN: null\n },\n ssn: null,\n member: resolvedata.member\n };\n $scope.memberTypes = [];\n\n function init() {\n if(resolvedata.member.subscriberNumber == \"\" || resolvedata.member.subscriberNumber == null){\n $scope.enroll.step = 1;\n }else{\n \n $scope.enroll.subscriberNumber = resolvedata.member.subscriberNumber;\n \n if(resolvedata.member.enrollment.needs_Verify === true){\n $scope.enroll.step = 2;\n }else{\n $scope.enroll.step = 3;\n }\n }\n }\n\n init();\n\n\n //SCOPE WATCHERS\n $scope.$watch(\"enroll.step\", function (newValue, oldValue) {\n if (!newValue || newValue === oldValue) return;\n switch (newValue) {\n case 3: {\n getQuestions();\n break;\n }\n\n }\n });\n\n});\n\n'use strict';\r\n\r\napp.service('pershingDocumentData', function pershingDocumentData($http, $q, currentUser, appSettings, onDemandDocumentService) {\r\n this.usePershingDocuments = function () {\r\n return $q(function (resolve) {\r\n $q.all([currentUser.isLoaded, appSettings.isLoaded]).then(function () {\r\n if (appSettings.documents.custodialStmtsEnabled && appSettings.documents.pershingDocumentsEnabled && appSettings.integration.hasPershingPLINK) {\r\n $http.get(`/Integrations/Custodian/Client/${currentUser.authorization.entityId}`, { ignoreExceptions: true })\r\n .then(function (response) {\r\n if (response.data.result.any(\"Pershing\")) {\r\n resolve(true);\r\n }\r\n resolve(false);\r\n });\r\n }\r\n else {\r\n resolve(false);\r\n }\r\n });\r\n });\r\n }\r\n this.getPershingDocuments = function (startDate, endDate) {\r\n return $q(function (resolve) {\r\n let baseUrl = `/Integrations/Custodian/Document/Custodian/Pershing/Client/${currentUser.authorization.entityId}`;\r\n let queryString = `?startDate=${onDemandDocumentService.getStartDateString(startDate)}&endDate=${onDemandDocumentService.getEndDateString(endDate)}`\r\n $http.get(`${baseUrl}${queryString}`, { ignoreExceptions: true, tracker: 'main', trackerMsg: 'Loading Pershing Documents' })\r\n .then(function (response) {\r\n let data = response.data;\r\n onDemandDocumentService.formatCustodianDocuments('Pershing', data)\r\n .then(function (list) {\r\n list.hasDateRange = true;\r\n resolve(list);\r\n });\r\n });\r\n });\r\n }\r\n});\n'use strict';\r\n\r\napp.service('fidelityDocumentData', function fidelityDocumentData($http, $q, currentUser, appSettings, onDemandDocumentService) {\r\n this.useFidelityDocuments = function () {\r\n return $q(function (resolve) {\r\n $q.all([currentUser.isLoaded, appSettings.isLoaded]).then(function () {\r\n if (appSettings.documents.custodialStmtsEnabled && appSettings.documents.fidelityDocumentsEnabled && appSettings.integration.hasFidelityPID) {\r\n $http.get(`/Integrations/Custodian/Client/${currentUser.authorization.entityId}`, { ignoreExceptions: true })\r\n .then(function (response) {\r\n if (response.data.result.any(\"Fidelity\")) {\r\n resolve(true);\r\n }\r\n resolve(false);\r\n });\r\n }\r\n else {\r\n resolve(false);\r\n }\r\n });\r\n });\r\n };\r\n this.getFidelityDocuments = function (fidelityToken, startDate, endDate) {\r\n return $q(function (resolve, reject) {\r\n let baseUrl = `/Integrations/Custodian/Document/Custodian/Fidelity/Client/${currentUser.authorization.entityId}`;\r\n let queryString = `?custodianToken=${fidelityToken}&startDate=${onDemandDocumentService.getStartDateString(startDate)}&endDate=${onDemandDocumentService.getEndDateString(endDate)}`;\r\n $http.get(`${baseUrl}${queryString}`, { ignoreExceptions: true, tracker: 'main', trackerMsg: 'Loading Fidelity Documents' })\r\n .then(function (documentData) {\r\n let data = documentData.data;\r\n onDemandDocumentService.formatCustodianDocuments('Fidelity', data)\r\n .then(function (list) {\r\n list.hasCustodianToken = true;\r\n list.hasDateRange = true;\r\n list.fidelityToken = fidelityToken;\r\n resolve(list);\r\n });\r\n }).catch(function (e) {\r\n reject(e);\r\n });;\r\n });\r\n };\r\n this.getToken = function () {\r\n $modal.open({ templateUrl: \"app/modals/statement-settings.html\", controller: \"StatementSettingsCtrl\", backdrop: \"static\" })\r\n .result\r\n .then(angular.noop, angular.noop);\r\n };\r\n this.getDefaultObject = function () {\r\n return { name: 'Fidelity Documents', firstLastName: \"\", items: [], groups: { list: [], selected: {} }, sortField: 'fileDate', label: 'Documents', hasAnyDocuments: false, hasDateRange: true };\r\n }\r\n});\n'use strict';\r\n\r\napp.service('onDemandDocumentService', function onDemandDocumentService($q) {\r\n this.formatCustodianDocuments = function (custodianName, data) {\r\n return $q(function (resolve, reject) {\r\n if (!angular.isString(custodianName)) {\r\n reject(\"custodianName is not set or is not a string.\")\r\n }\r\n let list = { name: `${custodianName} Documents`, items: [], groups: { list: [], selected: {} }, sortField: 'fileDate', label: 'Documents', hasAnyDocuments: false, hasDateRange: true };\r\n for (let documentType in data) {\r\n let group = { name: documentType.replace(new RegExp('_', 'g'), ' '), items: [] };\r\n data[documentType].forEach(function (document, index) {\r\n document.fileDate = new Date(document.documentDate);\r\n document.blobDesc = document.documentDescription;\r\n document.blobText = `${custodianName} ${document.documentType.replace(new RegExp('_', 'g'), ' ').toLowerCase()}`;\r\n document.onDemandDocument = true;\r\n document.icon = \"fa fa-file-pdf-o\";\r\n group.items.push(document);\r\n group.items = group.items.sortBy('fileDate', true);\r\n list.hasAnyDocuments = true;\r\n });\r\n list.groups.list.push(group);\r\n }\r\n if (list.hasAnyDocuments) {\r\n list.groups.selected = list.groups.list[0];\r\n } else {\r\n list.noDocuments = true;\r\n list.noDocumentsMessage = `You have no ${custodianName} Documents at this time.`;\r\n }\r\n resolve(list);\r\n });\r\n };\r\n this.getStartDate = function (startDate) {\r\n if (isDate(startDate)) {\r\n return startDate;\r\n }\r\n let today = new Date();\r\n today.setFullYear(today.getFullYear() - 1);\r\n return today;\r\n\r\n }\r\n this.getEndDate = function getEndDate(endDate) {\r\n if (isDate(endDate)) {\r\n return endDate;\r\n }\r\n return new Date();\r\n }\r\n this.getStartDateString = function (startDate) {\r\n startDate = this.getStartDate(startDate);\r\n return startDate.toLocaleDateString('en-US', { month: '2-digit', day: '2-digit', year: 'numeric' });\r\n }\r\n this.getEndDateString = function (endDate) {\r\n endDate = this.getEndDate(endDate);\r\n return endDate.toLocaleDateString('en-US', { month: '2-digit', day: '2-digit', year: 'numeric' });\r\n }\r\n\r\n this.validateDates = function (startDate, endDate) {\r\n if (!isDate(startDate) || !isDate(endDate)) {\r\n return false;\r\n }\r\n if (startDate > endDate) {\r\n return false;\r\n }\r\n if (((endDate.getMonth() - startDate.getMonth()) +\r\n ((endDate.getFullYear() - startDate.getFullYear()) * 12) > 24)) {\r\n return false;\r\n }\r\n return true;\r\n }\r\n let isDate = function (date) {\r\n if (Object.prototype.toString.call(date) === \"[object Date]\") {\r\n return true;\r\n }\r\n return false;\r\n };\r\n});"]}