/**
* @return array
*/
private function getBeneficiariesInformationTabs()
{
$tabs = array();
$primary = 0;
$alternative = 0;
/** @var Beneficiary[] $accountBeneficiaries */
$accountBeneficiaries = $this->beneficiary->getAccount()->getBeneficiaries();
foreach ($accountBeneficiaries as $beneficiary) {
if ($beneficiary->isPrimary()) {
$primary++;
$prefix = 'beneficiary_' . $primary . '_';
} else {
$alternative++;
$prefix = 'alternative_beneficiary_' . $alternative . '_';
}
$nameTab = new TextTab();
$nameTab->setTabLabel($prefix . 'name')->setValue($beneficiary->getFullName());
$tabs[] = $nameTab;
$relationshipTab = new TextTab();
$relationshipTab->setTabLabel($prefix . 'relationship')->setValue($beneficiary->getRelationship());
$tabs[] = $relationshipTab;
$birthDateTab = new TextTab();
$birthDateTab->setTabLabel($prefix . 'birth_date')->setValue($beneficiary->getBirthDate()->format('m-d-Y'));
$tabs[] = $birthDateTab;
$ssnTab = new TextTab();
$ssnTab->setTabLabel($prefix . 'ssn')->setValue($beneficiary->getSsn());
$tabs[] = $ssnTab;
$shareTab = new TextTab();
$shareTab->setTabLabel($prefix . 'share')->setValue($beneficiary->getShare());
$tabs[] = $shareTab;
}
return $tabs;
}
private function createClientBeneficiary(array $data, ClientAccount $account)
{
$beneficiary = new Beneficiary();
$beneficiary->setAccount($account);
$beneficiary->setType($data['type']);
$beneficiary->setState($this->getReference('state-' . $data['state']));
$beneficiary->setFirstName($data['first_name']);
$beneficiary->setLastName($data['last_name']);
$beneficiary->setMiddleName($data['middle_name']);
$beneficiary->setSsn($data['ssn']);
$beneficiary->setBirthDate(new \DateTime($data['birth_date']));
$beneficiary->setStreet($data['street']);
$beneficiary->setCity($data['city']);
$beneficiary->setZip($data['zip']);
$beneficiary->setRelationship($data['relationship']);
$beneficiary->setShare($data['share']);
return $beneficiary;
}
private function buildBeneficiaryByClient(User $client)
{
$spouse = $client->getSpouse();
$profile = $client->getProfile();
$beneficiary = new Beneficiary();
$beneficiary->setFirstName($spouse->getFirstName());
$beneficiary->setMiddleName($spouse->getMiddleName());
$beneficiary->setLastName($spouse->getLastName());
$beneficiary->setBirthDate($spouse->getBirthDate());
$beneficiary->setStreet($profile->getStreet());
$beneficiary->setState($profile->getState());
$beneficiary->setCity($profile->getCity());
$beneficiary->setZip($profile->getZip());
$beneficiary->setRelationship('Spouse');
$beneficiary->setShare(100);
return $beneficiary;
}
public function validate(FormEvent $event)
{
/** @var $data Beneficiary */
$form = $event->getForm();
$data = $event->getData();
$type = $data->getType();
$firstName = $data->getFirstName();
$middleName = $data->getMiddleName();
$lastName = $data->getLastName();
$birthDate = $data->getBirthDate();
$city = $data->getCity();
$street = $data->getStreet();
$state = $data->getState();
$relationship = $data->getRelationship();
$share = $data->getShare();
if (!array_key_exists($type, Beneficiary::getTypeChoices())) {
$form->get('type')->addError(new FormError('Choose an option.'));
}
if (null === $firstName || !is_string($firstName)) {
$form->get('first_name')->addError(new FormError('Required.'));
}
if (!preg_match('/[A-Za-z]/', $middleName)) {
$form->get('middle_name')->addError(new FormError('Enter least 1 letter.'));
}
if (null === $lastName || !is_string($lastName)) {
$form->get('last_name')->addError(new FormError('Required.'));
}
if (!$birthDate instanceof \DateTime) {
$form->get('birth_date')->addError(new FormError('Enter correct date.'));
}
if (null === $city || !is_string($city)) {
$form->get('city')->addError(new FormError('Required.'));
}
if (null === $street || !is_string($street)) {
$form->get('street')->addError(new FormError('Required.'));
}
if (null === $state) {
$form->get('state')->addError(new FormError('Required.'));
}
if (null === $relationship || !is_string($relationship)) {
$form->get('relationship')->addError(new FormError('Required.'));
}
if (null == $share || !is_numeric($share)) {
$form->get('relationship')->addError(new FormError('Enter correct value.'));
}
if (round($share) < 0.01 || round($share) > 100) {
$form->get('relationship')->addError(new FormError('Value must be in range between 0.01 and 100'));
}
if ($form->has('zip')) {
$zipDigits = 5;
$zip = str_replace(array(' ', '-'), '', $data->getZip());
if (!is_numeric($zip)) {
$form->get('zip')->addError(new FormError("Enter correct zip code."));
} elseif (strlen($zip) != $zipDigits) {
$form->get('zip')->addError(new FormError("Zip code must be {$zipDigits} digits."));
} else {
$data->setZip($zip);
}
}
}
public function addBeneficiaryAction(Request $request)
{
/** @var $em EntityManager */
/** @var $repo SystemAccountRepository */
/** @var $beneficiaryRepo BeneficiaryRepository */
$em = $this->get('doctrine.orm.entity_manager');
$repo = $em->getRepository('WealthbotClientBundle:SystemAccount');
$beneficiaryRepo = $em->getRepository('WealthbotClientBundle:Beneficiary');
$signatureManager = $this->get('wealthbot_docusign.document_signature.manager');
$client = $this->getUser();
/** @var $account SystemAccount */
$account = $repo->find($request->get('account_id'));
if (!$account || $account->getClientId() != $client->getId()) {
return $this->getJsonResponse(array('status' => 'error', 'message' => sprintf('You have not account id: %s.', $account->getId())));
}
$clientAccount = $account->getClientAccount();
$beneficiary = new Beneficiary();
$beneficiary->setAccount($clientAccount);
$form = $this->createForm(new BeneficiaryFormType(false, true), $beneficiary);
if ($request->isMethod('post')) {
$form->bind($request);
if ($form->isValid()) {
/** @var Beneficiary $beneficiary */
$beneficiary = $form->getData();
$shareSum = $beneficiaryRepo->getBeneficiariesShareForAccount($clientAccount, $beneficiary->getType());
if (round($beneficiary->getShare()) + $shareSum > 100) {
$form->get('share')->addError(new FormError('Beneficiary share can not be more then 100%.'));
} else {
$em->persist($beneficiary);
$em->flush();
$this->get('wealthbot_docusign.document_signature.manager')->createSignature($beneficiary);
$event = new WorkflowEvent($client, $beneficiary, Workflow::TYPE_PAPERWORK);
$this->get('event_dispatcher')->dispatch(ClientEvents::CLIENT_WORKFLOW, $event);
$this->dispatchHistoryEvent($client, 'Created beneficiary');
return $this->getJsonResponse(array('status' => 'success', 'form' => $this->renderView('WealthbotClientBundle:Dashboard:_beneficiaries_sign.html.twig', array('signatures' => $signatureManager->findChangeBeneficiaryByClientAccount($clientAccount), 'account' => $account)), 'content' => $this->renderView('WealthbotClientBundle:Dashboard:_beneficiary_row.html.twig', array('account' => $account, 'beneficiary' => $beneficiary))));
}
}
return $this->getJsonResponse(array('status' => 'error', 'content' => $this->renderView('WealthbotClientBundle:Dashboard:_beneficiary_form.html.twig', array('form' => $form->createView(), 'account' => $account))));
}
return $this->getJsonResponse(array('status' => 'success', 'content' => $this->renderView('WealthbotClientBundle:Dashboard:_beneficiary_form.html.twig', array('form' => $form->createView(), 'account' => $account))));
}