public function progressMenuAction(ClientAccount $account, $step)
{
if ($step == ClientAccount::STEP_ACTION_ADDITIONAL_BASIC) {
$step = ClientAccount::STEP_ACTION_BASIC;
} else {
if ($step == ClientAccount::STEP_ACTION_ADDITIONAL_PERSONAL) {
$step = ClientAccount::STEP_ACTION_PERSONAL;
}
}
$adm = $this->get('wealthbot_docusign.account_docusign.manager');
$group = $account->getGroupName();
$isRothOrIra = $account->isRothIraType();
if ($group != AccountGroup::GROUP_EMPLOYER_RETIREMENT) {
$items = array('names' => array('Basics', 'Personal'), 'steps' => array(ClientAccount::STEP_ACTION_BASIC, ClientAccount::STEP_ACTION_PERSONAL));
if ($account->hasGroup(AccountGroup::GROUP_OLD_EMPLOYER_RETIREMENT) || $isRothOrIra || $account->isTraditionalIraType()) {
$items['names'][] = 'Beneficiaries';
$items['steps'][] = ClientAccount::STEP_ACTION_BENEFICIARIES;
}
if ($account->hasGroup(AccountGroup::GROUP_FINANCIAL_INSTITUTION)) {
$items['names'][] = 'Transfer Screen';
$items['steps'][] = ClientAccount::STEP_ACTION_TRANSFER;
}
if ($account->hasGroup(AccountGroup::GROUP_OLD_EMPLOYER_RETIREMENT)) {
$items['names'][] = 'Your Rollover';
$items['steps'][] = ClientAccount::STEP_ACTION_ROLLOVER;
}
$hasFunding = $account->hasFunding();
$hasDistributing = $account->hasDistributing();
if ($hasFunding && $hasDistributing) {
$items['names'][] = 'Funding & Distributing';
$items['steps'][] = ClientAccount::STEP_ACTION_FUNDING_DISTRIBUTING;
} elseif ($hasFunding || $account->hasGroup(AccountGroup::GROUP_DEPOSIT_MONEY)) {
$items['names'][] = 'Funding';
$items['steps'][] = ClientAccount::STEP_ACTION_FUNDING_DISTRIBUTING;
} elseif ($hasDistributing) {
$items['names'][] = 'Distributing';
$items['steps'][] = ClientAccount::STEP_ACTION_FUNDING_DISTRIBUTING;
} elseif ($adm->hasElectronicallySignError($account)) {
$items['names'][] = 'Funding';
$items['steps'][] = ClientAccount::STEP_ACTION_FUNDING_DISTRIBUTING;
}
$items['names'][] = 'Review & Sign';
$items['steps'][] = ClientAccount::STEP_ACTION_REVIEW;
} else {
$items = array('names' => array('Need Credentials'), 'steps' => array(ClientAccount::STEP_ACTION_CREDENTIALS));
}
return $this->render($this->getTemplate('progress_menu.html.twig'), array('items' => $items, 'active' => array_search($step, $items['steps'])));
}
