/**
* Get recipient client user id
*
* @return int
*/
public function getClientUserId()
{
/*$prefix = $this->isPrimary ? 'primary_' : 'secondary_';
return $prefix . $this->owner->getId();*/
return $this->isPrimary ? $this->owner->getId() : null;
}
/**
* Is client account owner has complete signature
*
* @param AccountOwnerInterface $accountOwner
* @param DocumentSignature $signature
* @return bool
* @throws \RuntimeException
*/
public function isOwnerSignatureCompleted(AccountOwnerInterface $accountOwner, DocumentSignature $signature)
{
$criteria = array('documentSignature' => $signature);
$owner = $accountOwner->getObjectToSave();
if ($accountOwner->getType() === ClientAccountOwner::OWNER_TYPE_SELF) {
$criteria['clientOwner'] = $owner;
} else {
$criteria['contactOwner'] = $owner;
}
$ownerSignature = $this->ownerSignatureRepository->findOneBy($criteria);
if (!$ownerSignature) {
throw new \RuntimeException('Owner document signature does not exist.');
}
return $ownerSignature->isCompleted();
}
private function getOwnerInformationTabs(AccountOwnerInterface $owner, $isJoint = false)
{
$prefix = '';
if ($isJoint) {
$prefix = 'joint_';
}
$tabs = array();
$fullName = new TextTab();
$fullName->setTabLabel($prefix . 'full_name')->setValue($owner->getFullName());
$tabs[] = $fullName;
$ssn = new TextTab();
$ssn->setTabLabel($prefix . 'ssn')->setValue($owner->getSsnTin());
$tabs[] = $ssn;
$dob = new TextTab();
$dob->setTabLabel($prefix . 'dob')->setValue($owner->getBirthDate()->format('m-d-Y'));
$tabs[] = $dob;
$homeStreet = new TextTab();
$homeStreet->setTabLabel($prefix . 'home_address_street')->setValue($owner->getStreet());
$tabs[] = $homeStreet;
$homeCity = new TextTab();
$homeCity->setTabLabel($prefix . 'home_address_city')->setValue($owner->getCity());
$tabs[] = $homeCity;
$homeState = new TextTab();
$homeState->setTabLabel($prefix . 'home_address_state')->setValue($owner->getState() ? $owner->getState()->getName() : '');
$tabs[] = $homeState;
$homeZip = new TextTab();
$homeZip->setTabLabel($prefix . 'home_address_zip')->setValue($owner->getZip());
$tabs[] = $homeZip;
$primaryPhone = new TextTab();
$primaryPhone->setTabLabel($prefix . 'primary_phone_number')->setValue($owner->getPhoneNumber());
$tabs[] = $primaryPhone;
$emailAddress = new TextTab();
$emailAddress->setTabLabel($prefix . 'email_address')->setValue($owner->getEmail());
$tabs[] = $emailAddress;
// If is different mailing address
if ($owner->getIsDifferentAddress()) {
$mailingStreet = new TextTab();
$mailingStreet->setTabLabel($prefix . 'mailing_address_street')->setValue($owner->getMailingStreet());
$tabs[] = $mailingStreet;
$mailingCity = new TextTab();
$mailingCity->setTabLabel($prefix . 'mailing_address_city')->setValue($owner->getMailingCity());
$tabs[] = $mailingCity;
$mailingState = new TextTab();
$mailingState->setTabLabel($prefix . 'mailing_address_state')->setValue($owner->getMailingState() ? $owner->getMailingState()->getName() : '');
$tabs[] = $mailingState;
$mailingZip = new TextTab();
$mailingZip->setTabLabel($prefix . 'mailing_address_zip')->setValue($owner->getMailingZip());
$tabs[] = $mailingZip;
}
// Check employment type
$employmentType = $owner->getEmploymentType();
if ($employmentType === Profile::CLIENT_EMPLOYMENT_TYPE_RETIRED || $employmentType === Profile::CLIENT_EMPLOYMENT_TYPE_UNEMPLOYED) {
$employmentStatus = new RadioGroupTab();
$employmentStatus->setGroupName($prefix . 'employment_status')->setValue(strtolower($employmentType))->setSelected(true);
$tabs[] = $employmentStatus;
$incomeSource = new TextTab();
$incomeSource->setTabLabel($prefix . 'source_of_income')->setValue($owner->getIncomeSource());
$tabs[] = $incomeSource;
} elseif ($employmentType === Profile::CLIENT_EMPLOYMENT_TYPE_EMPLOYED || $employmentType === Profile::CLIENT_EMPLOYMENT_TYPE_SELF_EMPLOYED) {
$employerName = new TextTab();
$employerName->setTabLabel($prefix . 'employer_name')->setValue($owner->getEmployerName());
$tabs[] = $employerName;
$occupation = new TextTab();
$occupation->setTabLabel($prefix . 'occupation')->setValue($owner->getOccupation());
$tabs[] = $occupation;
$businessType = new TextTab();
$businessType->setTabLabel($prefix . 'type_of_business')->setValue($owner->getBusinessType());
$tabs[] = $businessType;
$employerStreet = new TextTab();
$employerStreet->setTabLabel($prefix . 'employer_address_street')->setValue($owner->getEmployerAddress());
$tabs[] = $employerStreet;
$employerCity = new TextTab();
$employerCity->setTabLabel($prefix . 'employer_address_city')->setValue($owner->getEmploymentCity());
$tabs[] = $employerCity;
$employerState = new TextTab();
$employerState->setTabLabel($prefix . 'employer_address_state')->setValue($owner->getEmploymentState() ? $owner->getEmploymentState()->getName() : '');
$tabs[] = $employerState;
$employerZip = new TextTab();
$employerZip->setTabLabel($prefix . 'employer_address_zip')->setValue($owner->getEmploymentZip());
$tabs[] = $employerZip;
}
$isUsCitizen = new RadioGroupTab();
$isUsCitizen->setGroupName($prefix . 'is_us_citizen')->setValue('yes')->setSelected(true);
$tabs[] = $isUsCitizen;
if ($owner->getIsSeniorPoliticalFigure()) {
$isSeniorPoliticalFigure = new CheckboxTab();
$isSeniorPoliticalFigure->setTabLabel($prefix . 'is_senior_political_figure')->setSelected(true);
$fields = $owner->getSeniorSpfName() . ', ' . $owner->getSeniorPoliticalTitle() . ', ' . $owner->getSeniorAccountOwnerRelationship() . ', ' . $owner->getSeniorCountryOffice();
$spfFields = new TextTab();
$spfFields->setTabLabel($prefix . 'spf_fields')->setValue($fields);
$tabs[] = $isSeniorPoliticalFigure;
$tabs[] = $spfFields;
}
return $tabs;
}
public function sendDocusignJointAccountOwnerEmail(AccountOwnerInterface $jointOwner, User $ria)
{
$template = $this->parameters['template']['docusign_joint_account_owner'];
$fromEmail = $this->parameters['from_email']['docusign_joint_account_owner'];
$context = array('joint_owner' => $jointOwner, 'ria' => $ria, 'logo' => $this->getRiaLogo($ria->getId()));
$this->sendMessage($template, $fromEmail, $jointOwner->getEmail(), $context);
}