/**
* Create account owner with type = 'other'
* and returns array
*
* @param ClientAdditionalContact $otherContact
* @return array
*/
private function createOtherAccountOwner(ClientAdditionalContact $otherContact)
{
/** @var ClientAdditionalContactRepository $repo */
$repo = $this->em->getRepository('WealthbotClientBundle:ClientAdditionalContact');
$exist = $repo->findOneBy(array('client_id' => $this->client->getId(), 'first_name' => $otherContact->getFirstName(), 'middle_name' => $otherContact->getMiddleName(), 'last_name' => $otherContact->getLastName(), 'relationship' => $otherContact->getRelationship(), 'type' => ClientAdditionalContact::TYPE_OTHER));
if ($exist) {
$otherContact = $exist;
}
$otherContact->setType(ClientAccountOwner::OWNER_TYPE_OTHER);
$otherContact->setClient($this->client);
$this->em->persist($otherContact);
$this->em->flush();
$owner = array('owner_type' => ClientAccountOwner::OWNER_TYPE_OTHER, 'owner_contact_id' => $otherContact->getId());
return $owner;
}
protected function onSuccess(ClientAccount $account, $withMaritalStatus)
{
/** @var AccountOwnerInterface $data */
$data = $this->form->getData();
$isPrimaryApplicant = $data instanceof UserAccountOwnerAdapter;
if (true === $withMaritalStatus && $isPrimaryApplicant) {
/** @var $profile Profile */
$profile = $account->getClient()->getProfile();
$spouse = $account->getClient()->getSpouse();
$maritalStatus = $this->form->get('marital_status')->getData();
if ($maritalStatus == Profile::CLIENT_MARITAL_STATUS_MARRIED) {
if (!$spouse) {
$spouse = new ClientAdditionalContact();
$spouse->setClient($account->getClient());
$spouse->setType(ClientAdditionalContact::TYPE_SPOUSE);
}
if ($this->form->has('spouse_first_name')) {
$spouse->setFirstName($this->form->get('spouse_first_name')->getData());
}
if ($this->form->has('spouse_middle_name')) {
$spouse->setMiddleName($this->form->get('spouse_middle_name')->getData());
}
if ($this->form->has('spouse_last_name')) {
$spouse->setLastName($this->form->get('spouse_last_name')->getData());
}
if ($this->form->has('spouse_birth_date')) {
$spouse->setBirthDate($this->form->get('spouse_birth_date')->getData());
}
}
$profile->setMaritalStatus($maritalStatus);
$this->em->persist($profile);
}
$account->setStepAction($isPrimaryApplicant ? ClientAccount::STEP_ACTION_PERSONAL : ClientAccount::STEP_ACTION_ADDITIONAL_PERSONAL);
$account->setIsPreSaved($this->request->isXmlHttpRequest());
$this->em->persist($data->getObjectToSave());
$this->em->persist($account);
$this->em->flush();
}
private function createClientAdditionalContact(array $data, User $clientUser)
{
$additionalContact = new ClientAdditionalContact();
$additionalContact->setClient($clientUser);
if ($data['state']) {
$additionalContact->setState($this->getReference('state-' . $data['state']));
}
$additionalContact->setFirstName($data['first_name']);
$additionalContact->setLastName($data['last_name']);
$additionalContact->setMiddleName($data['middle_name']);
$additionalContact->setStreet($data['street']);
$additionalContact->setCity($data['city']);
$additionalContact->setZip($data['zip']);
$additionalContact->setIsDifferentAddress($data['is_different_address']);
$additionalContact->setBirthDate(new \DateTime($data['birth_date']));
$additionalContact->setPhoneNumber($data['phone_number']);
$additionalContact->setSsnTin($data['ssn_tin']);
$additionalContact->setIncomeSource($data['income_source']);
$additionalContact->setIsSeniorPoliticalFigure($data['is_senior_political_figure']);
$additionalContact->setIsPubliclyTradedCompany($data['is_publicly_traded_company']);
$additionalContact->setIsBrokerSecurityExchangePerson($data['is_broker_security_exchange_person']);
$additionalContact->setEmail($data['email']);
$additionalContact->setType($data['type']);
$additionalContact->setEmploymentType($data['employment_type']);
return $additionalContact;
}
/**
* Create new spouse object for user
*
* @return ClientAdditionalContact
*/
public function createSpouseObject()
{
$spouse = new ClientAdditionalContact();
$spouse->setSpouseFirstName($this->getFirstName());
$spouse->setSpouseMiddleName($this->getMiddleName());
$spouse->setSpouseLastName($this->getLastName());
$spouse->setSpouseBirthDate($this->getBirthDate());
$spouse->setCity($this->getCity());
$spouse->setStreet($this->getStreet());
$spouse->setState($this->getState());
$spouse->setZip($this->getZip());
$spouse->setPhoneNumber($this->getPhoneNumber());
$spouse->setMaritalStatus(Profile::CLIENT_MARITAL_STATUS_MARRIED);
$spouse->setType(ClientAdditionalContact::TYPE_SPOUSE);
return $spouse;
}
public function setSpouse(\Wealthbot\ClientBundle\Entity\ClientAdditionalContact $spouse)
{
$spouse->setClient($this->user);
$this->user->setSpouse($spouse);
}
/**
* Create and save new client account owner
*
* @param ClientAccount $account
* @param $ownerType
* @return ClientAccountOwner
*/
private function createAccountOwnerByType(ClientAccount $account, $ownerType)
{
$owner = new ClientAccountOwner();
$owner->setOwnerType($ownerType);
$owner->setAccount($account);
switch ($ownerType) {
case ClientAccountOwner::OWNER_TYPE_SELF:
$owner->setClient($account->getClient());
break;
case ClientAccountOwner::OWNER_TYPE_SPOUSE:
$owner->setContact($account->getClient()->getSpouse());
break;
case ClientAccountOwner::OWNER_TYPE_OTHER:
$contactData = $this->getOtherContact();
$existContact = $this->em->getRepository('WealthbotClientBundle:ClientAdditionalContact')->findOneBy(array('client_id' => $account->getClientId(), 'first_name' => $contactData->getFirstName(), 'middle_name' => $contactData->getMiddleName(), 'last_name' => $contactData->getLastName(), 'relationship' => $contactData->getRelationship(), 'type' => ClientAccountOwner::OWNER_TYPE_OTHER));
if ($contactData->getId() && !$existContact) {
$contact = new ClientAdditionalContact();
$contact->setFirstName($contactData->getFirstName());
$contact->setMiddleName($contactData->getMiddleName());
$contact->setLastName($contactData->getLastName());
$contact->setRelationship($contactData->getRelationship());
$contact->setType(ClientAccountOwner::OWNER_TYPE_OTHER);
} elseif (!$contactData->getId() && $existContact) {
$contact = $existContact;
} else {
$contact = $contactData;
}
$contact->setClient($account->getClient());
$owner->setContact($contact);
$this->em->persist($contact);
$this->em->persist($owner);
break;
}
$account->addAccountOwner($owner);
$this->em->persist($owner);
$this->em->flush();
return $owner;
}
