public function buildForm(FormBuilderInterface $builder, array $options)
{
/** @var \Wealthbot\RiaBundle\Entity\RiaCompanyInformation $info */
$info = $this->user->getRiaCompanyInformation();
if ($info) {
$name = $info->getName() ? $info->getName() : $this->user->getProfile()->getCompany();
$primaryFirstName = $info->getPrimaryFirstName() ? $info->getPrimaryFirstName() : $this->user->getProfile()->getFirstName();
$primaryLastName = $info->getPrimaryLastName() ? $info->getPrimaryLastName() : $this->user->getProfile()->getLastName();
$contactEmail = $info->getContactEmail() ? $info->getContactEmail() : $this->user->getEmail();
} else {
$name = $this->user->getProfile()->getCompany();
$primaryFirstName = $this->user->getProfile()->getFirstName();
$primaryLastName = $this->user->getProfile()->getLastName();
$contactEmail = $this->user->getEmail();
}
$builder->add('name', 'text', array('data' => $name, 'required' => false))->add('slug', 'text', array('required' => true))->add('primary_first_name', 'text', array('data' => $primaryFirstName, 'required' => false))->add('primary_last_name', 'text', array('data' => $primaryLastName, 'required' => false))->add('website', 'url', array('required' => false))->add('address', 'text', array('required' => false))->add('office', 'text', array('required' => false))->add('city', 'text', array('required' => false))->add('state', 'entity', array('class' => 'WealthbotAdminBundle:State', 'label' => 'State', 'empty_value' => 'Select a State', 'required' => false))->add('zipcode', 'text', array('required' => false))->add('phone_number', 'text', array('required' => false))->add('fax_number', 'text', array('required' => false))->add('contact_email', 'email', array('data' => $contactEmail, 'required' => false));
//Other information
$builder->add('min_asset_size', 'number', array('precision' => 2, 'grouping' => true, 'required' => false))->add('logo_file', 'file', array('required' => false));
//Proposal processing
$builder->add('portfolio_processing', 'choice', array('choices' => RiaCompanyInformation::getPortfolioProcessingChoices(), 'disabled' => true, 'required' => true, 'expanded' => true));
$this->addValidator($builder);
if (!$this->isPreSave) {
$this->addOnBindValidator($builder);
}
}
protected function addOnBindValidator(FormBuilderInterface $builder)
{
$em = $this->em;
$ria = $this->user;
$isModels = $this->isModels;
$builder->addEventListener(FormEvents::BIND, function (FormEvent $event) use($em, $ria, $isModels) {
/** @var $form */
$form = $event->getForm();
/** @var \Wealthbot\RiaBundle\Entity\RiaCompanyInformation $data */
$data = $event->getData();
/** @var $repo CeModelRepository */
$repo = $em->getRepository('WealthbotAdminBundle:CeModel');
/** @var $ceModelEntityRepo CeModelEntityRepository */
$ceModelEntityRepo = $em->getRepository('WealthbotAdminBundle:CeModelEntity');
if ($isModels) {
$modelType = $form->get('model_type')->getData();
if (!$modelType) {
$form->get('model_type')->addError(new FormError('Required.'));
} else {
switch ($modelType) {
case CeModel::TYPE_STRATEGY:
$strategyParentModelId = $form->get('strategy_model')->getData();
if (!$strategyParentModelId) {
$form->get('strategy_model')->addError(new FormError('Please specify the model.'));
} else {
/** @var $strategyParentModel CeModel */
$strategyParentModel = $repo->find($strategyParentModelId);
if (!$strategyParentModel) {
$form->get('strategy_model')->addError(new FormError('Model does not exist'));
}
}
break;
case CeModel::TYPE_CUSTOM:
break;
default:
$form->get('model_type')->addError(new FormError('Type does not exist.'));
}
}
}
if ($form->has('portfolio_processing')) {
$portfolioProcessing = $data->getPortfolioProcessing();
if (is_null($portfolioProcessing) || !array_key_exists($portfolioProcessing, RiaCompanyInformation::getPortfolioProcessingChoices())) {
$form->get('portfolio_processing')->addError(new FormError('Invalid.'));
}
}
if (!$data->getAccountManaged()) {
$form->get('account_managed')->addError(new FormError('Required.'));
} elseif ($data->isClientByClientManagedLevel() && $data->isStraightThroughProcessing()) {
$form->get('account_managed')->addError(new FormError('Must be Account or Household level for Straight Through portfolio processing.'));
}
if (!$data->getRebalancedMethod()) {
$form->get('rebalanced_method')->addError(new FormError('Required.'));
}
if (!$data->getRebalancedFrequency()) {
$form->get('rebalanced_frequency')->addError(new FormError('Required.'));
}
if ($data->getUseMunicipalBond() && !$data->getClientsTaxBracket()) {
$form->get('clients_tax_bracket')->addError(new FormError('Required.'));
}
// if (!is_numeric($data->getIsShowClientExpectedAssetClass())) {
// $form->get('is_show_client_expected_asset_class')->addError(new FormError('Required.'));
// }
if ($data->getIsTaxLossHarvesting() && !$data->getTaxLossHarvestingMinimumPercent()) {
$form->get('tax_loss_harvesting_minimum_percent')->addError(new FormError('Required.'));
}
if (is_null($data->getIsAllowRetirementPlan())) {
$form->get('is_allow_retirement_plan')->addError(new FormError('Required.'));
}
if (!$data->getUseMunicipalBond() && $ceModelEntityRepo->isMuniBondSecuritiesInRiaModels($ria->getId())) {
$form->get('use_municipal_bond')->addError(new FormError('You have "municipal substitution" securities in model.'));
}
// isTaxLossHarvestingSecuritiesInModels
if (!$data->getIsTaxLossHarvesting() && $ceModelEntityRepo->isTaxLossHarvestingSecuritiesInModels($ria->getId())) {
$form->get('is_tax_loss_harvesting')->addError(new FormError('You have "tax loss harvesting" securities in model.'));
}
});
}
