public function beneficiariesAction(Request $request)
{
/** @var $em EntityManager */
/** @var $repo ClientAccountRepository */
$em = $this->get('doctrine.orm.entity_manager');
$repo = $em->getRepository('WealthbotClientBundle:ClientAccount');
/** @var $client User */
$client = $this->getUser();
$profile = $client->getProfile();
/** @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);
$beneficiaries = $account->getBeneficiaries();
if (!$beneficiaries->count()) {
if ($profile->getMaritalStatus() == Profile::CLIENT_MARITAL_STATUS_MARRIED) {
$stepActionsKeys = array_flip(array_keys(ClientAccount::getStepActionChoices()));
if ($stepActionsKeys[$account->getStepAction()] < $stepActionsKeys[ClientAccount::STEP_ACTION_BENEFICIARIES]) {
$beneficiary = $this->buildBeneficiaryByClient($client);
}
}
if (!isset($beneficiary)) {
$beneficiary = new Beneficiary();
}
$beneficiary->setAccount($account);
$beneficiaries->add($beneficiary);
}
$isPreSaved = $request->isXmlHttpRequest();
$form = $this->createForm(new BeneficiariesCollectionFormType($isPreSaved));
$form->get('beneficiaries')->setData($beneficiaries);
$originalBeneficiaries = array();
foreach ($beneficiaries as $item) {
$originalBeneficiaries[] = $item;
}
if ($request->isMethod('post')) {
$form->bind($request);
if ($form->isValid()) {
$beneficiaries = $form['beneficiaries']->getData();
foreach ($beneficiaries as $beneficiary) {
$beneficiary->setAccount($account);
$em->persist($beneficiary);
foreach ($originalBeneficiaries as $key => $toDel) {
if ($beneficiary->getId() === $toDel->getId()) {
unset($originalBeneficiaries[$key]);
}
}
}
foreach ($originalBeneficiaries as $beneficiary) {
$account->removeBeneficiarie($beneficiary);
$em->remove($beneficiary);
}
$em->flush();
$em->clear();
$account->setStepAction(ClientAccount::STEP_ACTION_BENEFICIARIES);
$account->setIsPreSaved($isPreSaved);
$em->persist($account);
$em->flush();
$redirectUrl = $this->getRedirectUrl($account, ClientAccount::STEP_ACTION_BENEFICIARIES);
if ($isPreSaved) {
return $this->getJsonResponse(array('status' => 'success', 'redirect_url' => $redirectUrl));
}
return $this->redirect($redirectUrl);
} else {
if ($isPreSaved) {
return $this->getJsonResponse(array('status' => 'error'));
}
}
}
return $this->render($this->getTemplate('beneficiaries.html.twig'), array('client' => $client, 'account' => $account, 'form' => $form->createView()));
}
private function createClientBeneficiary(array $data, ClientAccount $account)
{
$beneficiary = new Beneficiary();
$beneficiary->setAccount($account);
$beneficiary->setType($data['type']);
$beneficiary->setState($this->getReference('state-' . $data['state']));
$beneficiary->setFirstName($data['first_name']);
$beneficiary->setLastName($data['last_name']);
$beneficiary->setMiddleName($data['middle_name']);
$beneficiary->setSsn($data['ssn']);
$beneficiary->setBirthDate(new \DateTime($data['birth_date']));
$beneficiary->setStreet($data['street']);
$beneficiary->setCity($data['city']);
$beneficiary->setZip($data['zip']);
$beneficiary->setRelationship($data['relationship']);
$beneficiary->setShare($data['share']);
return $beneficiary;
}
public function addBeneficiaryAction(Request $request)
{
/** @var $em EntityManager */
/** @var $repo SystemAccountRepository */
/** @var $beneficiaryRepo BeneficiaryRepository */
$em = $this->get('doctrine.orm.entity_manager');
$repo = $em->getRepository('WealthbotClientBundle:SystemAccount');
$beneficiaryRepo = $em->getRepository('WealthbotClientBundle:Beneficiary');
$signatureManager = $this->get('wealthbot_docusign.document_signature.manager');
$client = $this->getUser();
/** @var $account SystemAccount */
$account = $repo->find($request->get('account_id'));
if (!$account || $account->getClientId() != $client->getId()) {
return $this->getJsonResponse(array('status' => 'error', 'message' => sprintf('You have not account id: %s.', $account->getId())));
}
$clientAccount = $account->getClientAccount();
$beneficiary = new Beneficiary();
$beneficiary->setAccount($clientAccount);
$form = $this->createForm(new BeneficiaryFormType(false, true), $beneficiary);
if ($request->isMethod('post')) {
$form->bind($request);
if ($form->isValid()) {
/** @var Beneficiary $beneficiary */
$beneficiary = $form->getData();
$shareSum = $beneficiaryRepo->getBeneficiariesShareForAccount($clientAccount, $beneficiary->getType());
if (round($beneficiary->getShare()) + $shareSum > 100) {
$form->get('share')->addError(new FormError('Beneficiary share can not be more then 100%.'));
} else {
$em->persist($beneficiary);
$em->flush();
$this->get('wealthbot_docusign.document_signature.manager')->createSignature($beneficiary);
$event = new WorkflowEvent($client, $beneficiary, Workflow::TYPE_PAPERWORK);
$this->get('event_dispatcher')->dispatch(ClientEvents::CLIENT_WORKFLOW, $event);
$this->dispatchHistoryEvent($client, 'Created beneficiary');
return $this->getJsonResponse(array('status' => 'success', 'form' => $this->renderView('WealthbotClientBundle:Dashboard:_beneficiaries_sign.html.twig', array('signatures' => $signatureManager->findChangeBeneficiaryByClientAccount($clientAccount), 'account' => $account)), 'content' => $this->renderView('WealthbotClientBundle:Dashboard:_beneficiary_row.html.twig', array('account' => $account, 'beneficiary' => $beneficiary))));
}
}
return $this->getJsonResponse(array('status' => 'error', 'content' => $this->renderView('WealthbotClientBundle:Dashboard:_beneficiary_form.html.twig', array('form' => $form->createView(), 'account' => $account))));
}
return $this->getJsonResponse(array('status' => 'success', 'content' => $this->renderView('WealthbotClientBundle:Dashboard:_beneficiary_form.html.twig', array('form' => $form->createView(), 'account' => $account))));
}
