/**
* Generate collection of tabs
*
* @return TabCollection
* @throws \RuntimeException
* @throws \InvalidArgumentException
*/
public function generate()
{
if (!$this->signableObject instanceof Distribution || !$this->signableObject->isOneTime()) {
throw new \InvalidArgumentException('Signable object must be one-time distribution.');
}
if ($this->signableObject->getTransferMethod() !== Distribution::TRANSFER_METHOD_WIRE_TRANSFER) {
throw new \RuntimeException('Invalid transfer method for one-time distribution.');
}
$bankInformation = $this->signableObject->getBankInformation();
$clientAccount = $this->signableObject->getClientAccount();
$client = $clientAccount ? $clientAccount->getClient() : null;
$companyInformation = $client ? $client->getRiaCompanyInformation() : null;
$tabs = array();
$advisorCode = new TextTab();
$advisorCode->setTabLabel('advisor#')->setValue($this->getAdvisorCode($companyInformation));
$tabs[] = $advisorCode;
$accountNumber = new TextTab();
$accountNumber->setTabLabel('account#')->setValue($clientAccount ? $clientAccount->getAccountNumber() : '');
$tabs[] = $accountNumber;
$bankNameTab = new TextTab();
$bankNameTab->setTabLabel('bank_name')->setValue($bankInformation->getName());
$tabs[] = $bankNameTab;
$bankPhoneTab = new TextTab();
$bankPhoneTab->setTabLabel('bank_phone_number')->setValue($bankInformation->getPhoneNumber());
$tabs[] = $bankPhoneTab;
return new TabCollection($tabs);
}
/**
* Generate delivery details section tabs
*
* @return array
*/
public function deliveryDetailsSection()
{
$clientAccount = $this->signableObject->getClientAccount();
$owner = $clientAccount->getPrimaryApplicant();
$tabs = array();
$deliveryDetailsTab = new RadioGroupTab();
$deliveryDetailsTab->setGroupName('delivery_details')->setValue('account_owner')->setSelected(true);
$tabs[] = $deliveryDetailsTab;
$payeeNameTab = new TextTab();
$payeeNameTab->setTabLabel('delivery_payee_name')->setValue($owner->getFullName());
$tabs[] = $payeeNameTab;
$addressTab = new TextTab();
$addressTab->setTabLabel('delivery_address')->setValue($owner->getStreet());
$tabs[] = $addressTab;
$cityTab = new TextTab();
$cityTab->setTabLabel('delivery_city')->setValue($owner->getCity());
$tabs[] = $cityTab;
$stateTab = new TextTab();
$stateTab->setTabLabel('delivery_state')->setValue($owner->getState()->getName());
$tabs[] = $stateTab;
$zipTab = new TextTab();
$zipTab->setTabLabel('delivery_zip_code')->setValue($owner->getZip());
$tabs[] = $zipTab;
return $tabs;
}
/**
* 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;
}
/**
* Generate payment method section tabs
*
* @return array
*/
protected function paymentMethodSection()
{
$clientAccount = $this->signableObject->getClientAccount();
$owner = $clientAccount->getPrimaryApplicant();
$paymentMethod = '';
$transferMethod = $this->signableObject->getTransferMethod();
if ($transferMethod === Distribution::TRANSFER_METHOD_RECEIVE_CHECK) {
$paymentMethod = 'send_check';
$sendCheckMethodTab = new RadioGroupTab();
$sendCheckMethodTab->setGroupName('send_check_method')->setValue('us_first_class_mail')->setSelected(true);
$tabs[] = $sendCheckMethodTab;
$sendCheckTypeTab = new RadioGroupTab();
$sendCheckTypeTab->setGroupName('send_check_type')->setValue('address_of_record')->setSelected(true);
$tabs[] = $sendCheckTypeTab;
$nameTab = new TextTab();
$nameTab->setTabLabel('send_check_payee_name')->setValue($owner->getFullName());
$tabs[] = $nameTab;
$addressTab = new TextTab();
$addressTab->setTabLabel('send_check_address')->setValue($owner->getStreet());
$tabs[] = $addressTab;
$cityTab = new TextTab();
$cityTab->setTabLabel('send_check_city')->setValue($owner->getCity());
$tabs[] = $cityTab;
$stateTab = new TextTab();
$stateTab->setTabLabel('send_check_state')->setValue($owner->getState()->getName());
$tabs[] = $stateTab;
$zipTab = new TextTab();
$zipTab->setTabLabel('send_check_zip')->setValue($owner->getZip());
$tabs[] = $zipTab;
} elseif ($transferMethod !== Distribution::TRANSFER_METHOD_NOT_FUNDING) {
$paymentMethod = 'electronic';
$electronicType = $transferMethod === Distribution::TRANSFER_METHOD_WIRE_TRANSFER ? 'wire_transfer' : 'bank_transfer';
$electronicTypeTab = new RadioGroupTab();
$electronicTypeTab->setGroupName('electronic_type')->setValue($electronicType)->setSelected(true);
$tabs[] = $electronicTypeTab;
/** @var BankInformation $bankInformation */
$bankInformation = $this->signableObject->getBankInformation();
if ($bankInformation) {
$isCheckingAccountType = $bankInformation->getAccountType() == BankInformation::ACCOUNT_TYPE_CHECK;
$bankAccountTypeTab = new RadioGroupTab();
$bankAccountTypeTab->setGroupName('electronic_account_type')->setValue($isCheckingAccountType ? 'check' : 'saving')->setSelected(true);
$tabs[] = $bankAccountTypeTab;
$bankAccountTitleTab = new TextTab();
$bankAccountTitleTab->setTabLabel('electronic_bank_account_title')->setValue($bankInformation->getAccountTitle());
$tabs[] = $bankAccountTitleTab;
$bankAccountNumberTab = new TextTab();
$bankAccountNumberTab->setTabLabel('electronic_bank_account_number')->setValue($bankInformation->getAccountNumber());
$tabs[] = $bankAccountNumberTab;
$bankRoutingNumberTab = new TextTab();
$bankRoutingNumberTab->setTabLabel('electronic_bank_routing_number')->setValue($bankInformation->getRoutingNumber());
$tabs[] = $bankRoutingNumberTab;
$bankNameTab = new TextTab();
$bankNameTab->setTabLabel('electronic_bank_name')->setValue($bankInformation->getName());
$tabs[] = $bankNameTab;
}
}
$paymentMethodTab = new RadioGroupTab();
$paymentMethodTab->setGroupName('payment_method')->setValue($paymentMethod)->setSelected(true);
$tabs[] = $paymentMethodTab;
return $tabs;
}
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);
}
/**
* Generate collection of tabs
*
* @return TabCollection
* @throws \InvalidArgumentException
*/
public function generate()
{
$account = $this->signableObject->getClientAccount();
$transferInformation = $this->signableObject;
if ($transferInformation instanceof Distribution) {
$transferDirection = 'distribution';
} elseif ($transferInformation instanceof BaseContribution) {
$transferDirection = 'contribution';
} else {
throw new \InvalidArgumentException('Signable object must be instance of Distribution or BaseContribution');
}
$client = $account->getClient();
$companyInformation = $client->getRiaCompanyInformation();
$tabs = array();
$advisorCode = new TextTab();
$advisorCode->setTabLabel('advisor#')->setValue($this->getAdvisorCode($companyInformation));
$tabs[] = $advisorCode;
$accountNumber = new TextTab();
$accountNumber->setTabLabel('account#')->setValue($account->getAccountNumber());
$tabs[] = $accountNumber;
if ($account->hasSystemAccount()) {
$transferInstructionsValue = 'update';
} else {
$transferInstructionsValue = 'new';
}
$transferInstructionsTab = new RadioGroupTab();
$transferInstructionsTab->setGroupName('transfer_instructions')->setValue($transferInstructionsValue)->setSelected(true);
$tabs[] = $transferInstructionsTab;
$direction = new RadioGroupTab();
$direction->setGroupName('transfer_direction')->setValue($transferDirection)->setSelected(true);
$tabs[] = $direction;
$bankInformation = $transferInformation->getBankInformation();
if ($bankInformation) {
$accountOwnerName = new TextTab();
$accountOwnerName->setTabLabel('account_owner_full_name')->setValue($bankInformation->getAccountOwnerFullName());
$tabs[] = $accountOwnerName;
if (trim($bankInformation->getJointAccountOwnerFullName()) != '') {
$jointAccountOwner = new TextTab();
$jointAccountOwner->setTabLabel('joint_account_owner_full_name')->setValue($bankInformation->getJointAccountOwnerFullName());
$tabs[] = $jointAccountOwner;
}
$bankAccountType = new RadioGroupTab();
$bankAccountTypeValue = $bankInformation->getAccountType() == BankInformation::ACCOUNT_TYPE_CHECK ? 'checking' : 'savings';
$bankAccountType->setGroupName('bank_account_type')->setValue($bankAccountTypeValue)->setSelected(true);
$tabs[] = $bankAccountType;
$bankAccountNumber = new TextTab();
$bankAccountNumber->setTabLabel('bank_account_number')->setValue($bankInformation->getAccountNumber());
$tabs[] = $bankAccountNumber;
$bankRoutingNumber = new TextTab();
$bankRoutingNumber->setTabLabel('bank_routing_number')->setValue($bankInformation->getRoutingNumber());
$tabs[] = $bankRoutingNumber;
$bankName = new TextTab();
$bankName->setTabLabel('bank_name')->setValue($bankInformation->getName());
$tabs[] = $bankName;
$bankAccountTitle = new TextTab();
$bankAccountTitle->setTabLabel('bank_account_title')->setValue($bankInformation->getAccountTitle());
$tabs[] = $bankAccountTitle;
$bankPhoneNumber = new TextTab();
$bankPhoneNumber->setTabLabel('bank_phone_number')->setValue($bankInformation->getPhoneNumber());
$tabs[] = $bankPhoneNumber;
}
if ($transferInformation instanceof BaseContribution) {
$startDateValue = $transferInformation->getStartTransferDate();
$frequency = $transferInformation->getTransactionFrequency();
switch ($frequency) {
case BaseContribution::TRANSACTION_FREQUENCY_ONE_TIME:
$frequencyValue = 'one_time';
break;
case BaseContribution::TRANSACTION_FREQUENCY_EVERY_OTHER_WEEK:
$frequencyValue = 'every_other_week';
break;
case BaseContribution::TRANSACTION_FREQUENCY_MONTHLY:
$frequencyValue = 'monthly';
break;
case BaseContribution::TRANSACTION_FREQUENCY_QUARTERLY:
$frequencyValue = 'quarterly';
break;
default:
$frequencyValue = null;
break;
}
} elseif ($transferInformation instanceof Distribution) {
$startDateValue = $transferInformation->getTransferDate();
$frequency = $transferInformation->getFrequency();
if ($transferInformation->isOneTime()) {
$frequencyValue = 'one_time';
} else {
switch ($frequency) {
case Distribution::FREQUENCY_EVERY_OTHER_WEEK:
$frequencyValue = 'every_other_week';
break;
case Distribution::FREQUENCY_MONTHLY:
$frequencyValue = 'monthly';
break;
case Distribution::FREQUENCY_QUARTERLY:
$frequencyValue = 'quarterly';
break;
default:
$frequencyValue = null;
break;
}
}
} else {
$frequencyValue = null;
$startDateValue = null;
}
if ($frequencyValue) {
$frequencyTab = new RadioGroupTab();
$frequencyTab->setGroupName('transaction_frequency')->setValue($frequencyValue)->setSelected(true);
$tabs[] = $frequencyTab;
}
$amountTab = new TextTab();
$amountTab->setTabLabel('transaction_amount')->setValue($transferInformation->getAmount());
$tabs[] = $amountTab;
if ($startDateValue) {
$startDateTab = new TextTab();
$startDateTab->setTabLabel('transfer_start_date')->setValue($startDateValue->format('m/d'));
$tabs[] = $startDateTab;
}
return new TabCollection($tabs);
}