/**
* Create tab configuration object
*
* @return TabsConfigurationInterface
* @throws \InvalidArgumentException
*/
public function create()
{
$type = $this->signableObject->getDocumentSignatureType();
$account = $this->signableObject->getClientAccount();
$accountType = $account->getSystemType();
switch ($type) {
case DocumentSignature::TYPE_OPEN_OR_TRANSFER_ACCOUNT:
if ($accountType === SystemAccount::TYPE_ROTH_IRA || $accountType === SystemAccount::TYPE_TRADITIONAL_IRA) {
$configuration = new IraAccountApplication($account);
} else {
$configuration = new PersonalAccountApplication($account);
}
break;
case DocumentSignature::TYPE_TRANSFER_INFORMATION:
$configuration = new AccountTransferForm($account);
break;
case DocumentSignature::TYPE_AUTO_INVEST_CONTRIBUTION:
case DocumentSignature::TYPE_ONE_TIME_CONTRIBUTION:
$configuration = new ElectronicFundsTransferForm($this->signableObject);
break;
case DocumentSignature::TYPE_AUTO_DISTRIBUTION:
if ($accountType === SystemAccount::TYPE_ROTH_IRA || $accountType === SystemAccount::TYPE_TRADITIONAL_IRA) {
$configuration = new IraDistributionForm($this->signableObject);
} else {
$configuration = new ElectronicFundsTransferForm($this->signableObject);
}
break;
case DocumentSignature::TYPE_CHANGE_BENEFICIARY:
if (!$this->signableObject instanceof Beneficiary) {
throw new \InvalidArgumentException(sprintf('Object must be instance of Beneficiary.'));
}
$configuration = new BeneficiaryDesignationForm($this->signableObject);
break;
case DocumentSignature::TYPE_ONE_TIME_DISTRIBUTION:
if ($accountType === SystemAccount::TYPE_ROTH_IRA || $accountType === SystemAccount::TYPE_TRADITIONAL_IRA) {
$configuration = new IraDistributionForm($this->signableObject);
} else {
if (!$this->signableObject instanceof Distribution || !$this->signableObject->isOneTime()) {
throw new \InvalidArgumentException(sprintf('Object must be one-time distribution.'));
}
if (Distribution::TRANSFER_METHOD_RECEIVE_CHECK === $this->signableObject->getTransferMethod()) {
$configuration = new CheckRequest($this->signableObject);
} elseif (Distribution::TRANSFER_METHOD_WIRE_TRANSFER == $this->signableObject->getTransferMethod()) {
$configuration = new WireInstructions($this->signableObject);
} else {
$configuration = new ElectronicFundsTransferForm($this->signableObject);
}
}
break;
default:
throw new \InvalidArgumentException(sprintf('Invalid type: %s for signable document.', $type));
break;
}
return $configuration;
}
public function isDocumentSignatureForObjectExist(SignableInterface $object)
{
$signature = $this->findOneDocumentSignatureBySourceIdAndType($object->getSourceObjectId(), $object->getDocumentSignatureType());
return $signature ? true : false;
}
/**
* Get docusign template for signable object
*
* @param SignableInterface $object
* @return string
* @throws \InvalidArgumentException
* @throws \Symfony\Component\Config\Definition\Exception\InvalidConfigurationException
*/
private function getTemplateForSignableObject(SignableInterface $object)
{
$type = $object->getDocumentSignatureType();
$accountType = $object->getClientAccount()->getSystemType();
switch ($type) {
case DocumentSignature::TYPE_OPEN_OR_TRANSFER_ACCOUNT:
if ($accountType === SystemAccount::TYPE_PERSONAL_INVESTMENT || $accountType === SystemAccount::TYPE_JOINT_INVESTMENT) {
$key = 'personal_account';
} elseif ($accountType === SystemAccount::TYPE_ROTH_IRA || $accountType === SystemAccount::TYPE_TRADITIONAL_IRA) {
$key = 'ira_account';
} else {
throw new \InvalidArgumentException(sprintf('Invalid account type: %s', $accountType));
}
break;
case DocumentSignature::TYPE_TRANSFER_INFORMATION:
$key = 'account_transfer_form';
break;
case DocumentSignature::TYPE_AUTO_INVEST_CONTRIBUTION:
case DocumentSignature::TYPE_ONE_TIME_CONTRIBUTION:
$key = 'electronic_funds_transfer_form';
break;
case DocumentSignature::TYPE_CHANGE_BENEFICIARY:
$key = 'beneficiary_designation_form';
break;
case DocumentSignature::TYPE_AUTO_DISTRIBUTION:
if ($accountType === SystemAccount::TYPE_PERSONAL_INVESTMENT || $accountType === SystemAccount::TYPE_JOINT_INVESTMENT) {
$key = 'electronic_funds_transfer_form';
} elseif ($accountType === SystemAccount::TYPE_ROTH_IRA || $accountType === SystemAccount::TYPE_TRADITIONAL_IRA) {
$key = 'ira_distribution_form';
} else {
throw new \InvalidArgumentException(sprintf('Invalid account type: %s', $accountType));
}
break;
case DocumentSignature::TYPE_ONE_TIME_DISTRIBUTION:
if ($accountType === SystemAccount::TYPE_PERSONAL_INVESTMENT || $accountType === SystemAccount::TYPE_JOINT_INVESTMENT) {
if (!$object instanceof Distribution || !$object->isOneTime()) {
throw new \InvalidArgumentException(sprintf('Object must be one-time distribution.'));
}
if (Distribution::TRANSFER_METHOD_RECEIVE_CHECK === $object->getTransferMethod()) {
$key = 'check_request';
} elseif (Distribution::TRANSFER_METHOD_WIRE_TRANSFER == $object->getTransferMethod()) {
$key = 'wire_instructions';
} else {
$key = 'electronic_funds_transfer_form';
}
} elseif ($accountType === SystemAccount::TYPE_ROTH_IRA || $accountType === SystemAccount::TYPE_TRADITIONAL_IRA) {
$key = 'ira_distribution_form';
} else {
throw new \InvalidArgumentException(sprintf('Invalid account type: %s', $accountType));
}
break;
default:
throw new \InvalidArgumentException(sprintf('Invalid document signature type: %s', $type));
break;
}
if (!$this->hasTemplate($key)) {
throw new InvalidConfigurationException('Template with key: %s does not exist. Check configuration.', $key);
}
return $this->getTemplate($key);
}
