public function testDocusignAllowed()
{
$transferInformation = new TransferInformation();
$transferCustodian = new TransferCustodian();
$transferInformation->setTransferCustodian($transferCustodian);
$this->assertEquals(true, $this->condition->check($transferInformation));
}
protected function checkObject(TransferInformation $object)
{
if (!is_object($object->getTransferCustodian())) {
return false;
}
return true;
}
protected function checkObject(TransferInformation $object)
{
if (!$object->getIsIncludePolicy()) {
return true;
}
return false;
}
protected function checkObject(TransferInformation $object)
{
/** @var TransferCustodianQuestionAnswer $questionnaireAnswer */
foreach ($object->getQuestionnaireAnswers() as $questionnaireAnswer) {
$question = $questionnaireAnswer->getQuestion();
$value = (bool) $questionnaireAnswer->getValue();
if ($value !== $question->getDocusignEligibleAnswer()) {
return false;
}
}
return true;
}
public function testDocusignNotAllowed()
{
$transferInformation = new TransferInformation();
$questionMock1 = $this->getQuestionMock();
$questionMock1->setDocusignEligibleAnswer(true);
$questionMock2 = $this->getQuestionMock();
$questionMock2->setDocusignEligibleAnswer(true);
$answerMock1 = $this->getAnswerMock();
$answerMock1->setQuestion($questionMock1);
$answerMock1->setValue(true);
$answerMock2 = $this->getAnswerMock();
$answerMock2->setQuestion($questionMock1);
$answerMock2->setValue(false);
$transferInformation->addQuestionnaireAnswer($answerMock1);
$transferInformation->addQuestionnaireAnswer($answerMock2);
$this->assertEquals(false, $this->condition->check($transferInformation));
}
protected function checkObject(TransferInformation $object)
{
$account = $object->getClientAccount();
$consolidator = $account->getConsolidator();
if ($consolidator) {
$primaryApplicant = $consolidator->getPrimaryApplicant();
$accountTitle = $primaryApplicant->getFirstName() . ' ' . $primaryApplicant->getMiddleName() . ' ' . $primaryApplicant->getLastName();
if ($accountTitle !== $object->getAccountTitle()) {
return false;
}
if ($consolidator->isJointType()) {
$secondaryApplicant = $consolidator->getSecondaryApplicant();
$jointAccountTitle = $secondaryApplicant->getFirstName() . ' ' . $secondaryApplicant->getMiddleName() . ' ' . $secondaryApplicant->getLastName();
if ($jointAccountTitle !== $object->getAccountJointTitle()) {
return false;
}
}
}
return true;
}
protected function validateStatementDocument(FormInterface $form, TransferInformation $data)
{
if (!$data->getStatementDocument()) {
$form->get('statementDocument')->addError(new FormError('Upload a file.'));
}
}
public function testDocusignAllowed()
{
$transferInformation = new TransferInformation();
$transferInformation->setIsIncludePolicy(true);
$this->assertEquals(false, $this->condition->check($transferInformation));
}
public function transferAction(Request $request)
{
/** @var $em EntityManager */
/** @var $repo ClientAccountRepository */
$em = $this->get('doctrine.orm.entity_manager');
$repo = $em->getRepository('WealthbotClientBundle:ClientAccount');
$adm = $this->get('wealthbot_docusign.account_docusign.manager');
$documentSignatureManager = $this->get('wealthbot_docusign.document_signature.manager');
$client = $this->getUser();
/** @var $account ClientAccount */
$account = $repo->findOneBy(array('id' => $request->get('account_id'), 'client_id' => $client->getId()));
if (!$account) {
$this->createNotFoundException('You have not account with id: ' . $request->get('account_id') . '.');
}
$this->denyAccessForCurrentRetirementAccount($account);
if (!$account->hasGroup(AccountGroup::GROUP_FINANCIAL_INSTITUTION)) {
throw new AccessDeniedHttpException('Current account has not this step.');
}
$accountIndex = $request->get('account_index', 1);
$consolidatedAccounts = $account->getConsolidatedAccountsCollection();
$consolidatedAccounts->first();
$transferAccounts = $consolidatedAccounts->getTransferAccounts();
if ($transferAccounts->isEmpty()) {
$this->createNotFoundException('You have not transfer accounts.');
}
if (!$transferAccounts->containsKey($accountIndex)) {
throw $this->createNotFoundException('Page not found.');
}
$currentAccount = $transferAccounts->get($accountIndex);
/** @var $information TransferInformation */
$information = $currentAccount->getTransferInformation();
if (!$information) {
$information = new TransferInformation();
$information->setClientAccount($currentAccount);
$information->setFinancialInstitution($currentAccount->getFinancialInstitution());
}
$isPreSaved = $request->isXmlHttpRequest();
$form = $this->createForm(new TransferInformationFormType($adm, $isPreSaved), $information);
$formHandler = new TransferInformationFormHandler($form, $request, $em, array('client' => $client));
if ($request->isMethod('post')) {
if ($formHandler->process()) {
/** @var TransferInformation $information */
$information = $form->getData();
$account->setStepAction(ClientAccount::STEP_ACTION_TRANSFER);
$account->setIsPreSaved($isPreSaved);
$isDocusignAllowed = $adm->isDocusignAllowed($information, array(new TransferInformationCustodianCondition(), new TransferInformationPolicyCondition(), new TransferInformationQuestionnaireCondition(), new TransferInformationConsolidatorCondition()));
$adm->setIsUsedDocusign($account, $isDocusignAllowed);
if (!$documentSignatureManager->isDocumentSignatureForObjectExist($information)) {
$documentSignatureManager->createSignature($information);
}
$redirectUrl = $this->getRedirectUrl($account, ClientAccount::STEP_ACTION_TRANSFER);
if ($isPreSaved) {
return $this->getJsonResponse(array('status' => 'success', 'redirect_url' => $redirectUrl));
}
// If account has next consolidated transfer account than redirect to it
// else redirect to another step
if ($transferAccounts->containsNextKey($accountIndex)) {
return $this->redirect($this->generateUrl($this->getRoutePrefix() . 'transfer_transfer_account', array('account_id' => $account->getId(), 'account_index' => $accountIndex + 1)));
} else {
return $this->redirect($redirectUrl);
}
} else {
if ($isPreSaved) {
return $this->getJsonResponse(array('status' => 'error', 'form' => $this->renderView($this->getTemplate('_transfer_form.html.twig'), array('account' => $account, 'current_account' => $currentAccount, 'account_index' => $accountIndex, 'form' => $form->createView()))));
}
}
}
return $this->render($this->getTemplate('transfer.html.twig'), array('client' => $client, 'account' => $account, 'transfer_accounts' => $transferAccounts, 'current_account' => $currentAccount, 'account_index' => $accountIndex, 'information' => $information, 'form' => $form->createView()));
}
public function updateTransferFormAction(Request $request)
{
$em = $this->get('doctrine.orm.entity_manager');
$adm = $this->get('wealthbot_docusign.account_docusign.manager');
$account = $em->getRepository('WealthbotClientBundle:ClientAccount')->find($request->get('account_id'));
if (!$account || $account->getClient() != $this->getUser()) {
return $this->getJsonResponse(array('status' => 'error', 'message' => 'Account does not exist.'));
}
$accountIndex = $request->get('account_index', 1);
$consolidatedAccounts = $account->getConsolidatedAccountsCollection();
$transferAccounts = $consolidatedAccounts->getTransferAccounts();
if ($transferAccounts->isEmpty()) {
$this->createNotFoundException('You have not transfer accounts.');
}
if (!$transferAccounts->containsKey($accountIndex)) {
throw $this->createNotFoundException('Page not found.');
}
$currentAccount = $transferAccounts->get($accountIndex);
$transferInfo = $currentAccount->getTransferInformation();
if (!$transferInfo) {
$transferInfo = new TransferInformation();
$transferInfo->setClientAccount($currentAccount);
}
if ($request->isMethod('post')) {
$form = $this->createForm(new TransferInformationFormType($adm, true), $transferInfo);
$form->bind($request);
/** @var TransferInformation $transferInfo */
$transferInfo = $form->getData();
$transferInfo->setStatementDocument(null);
// Remove answer if it value is null
/** @var TransferCustodianQuestionAnswer $answer */
foreach ($transferInfo->getQuestionnaireAnswers() as $answer) {
if (null === $answer->getValue()) {
$transferInfo->removeQuestionnaireAnswer($answer);
}
}
$isDocusignAllowed = $adm->isDocusignAllowed($transferInfo, array(new TransferInformationCustodianCondition(), new TransferInformationPolicyCondition(), new TransferInformationQuestionnaireCondition(), new TransferInformationConsolidatorCondition()));
$adm->setIsUsedDocusign($currentAccount, $isDocusignAllowed);
$form = $this->createForm(new TransferInformationFormType($adm, true), $transferInfo);
$formView = $form->createView();
return $this->getJsonResponse(array('status' => 'success', 'custodian_questions_fields' => $this->renderView('WealthbotClientBundle:Transfer:_transfer_form_custodian_questions_fields.html.twig', array('form' => $formView)), 'account_discrepancies_fields' => $this->renderView('WealthbotClientBundle:Transfer:_transfer_form_account_discrepancies_fields.html.twig', array('form' => $formView))));
}
return $this->getJsonResponse(array('status' => 'error', 'message' => 'The operation failed due to some errors.'));
}