public function buildForm(FormBuilderInterface $builder, array $options)
{
$builder->add('distribution_method', 'choice', array('choices' => AccountContribution::getDistributionMethodChoices(), 'expanded' => true, 'multiple' => false, 'required' => false))->add('has_federal_withholding', 'choice', array('choices' => array(1 => 'Yes', 0 => 'No'), 'expanded' => true, 'multiple' => false, 'required' => false))->add('percent_tax_rate', 'text', array('required' => false))->add('money_tax_rate', 'text', array('required' => false));
if (!$this->isPreSaved) {
$builder->addEventListener(FormEvents::BIND, array($this, 'onBind'));
}
}
public function preSetData(FormEvent $event)
{
/** @var $data AccountContribution */
$data = $event->getData();
$form = $event->getForm();
$frequencyChoices = array_reverse(array_slice(AccountContribution::getTransactionFrequencyChoices(), 1, 3, true), true);
if ($data && $data->getId()) {
$frequency = $data->getTransactionFrequency() ? $data->getTransactionFrequency() : null;
} else {
$frequency = null;
}
$form->add($this->factory->createNamed('transaction_frequency', 'choice', null, array('choices' => $frequencyChoices, 'expanded' => true, 'multiple' => false, 'data' => $frequency, 'required' => false)));
$data->setType(AccountContribution::TYPE_FUNDING_BANK);
parent::preSetData($event);
}
/**
* @param ObjectManager $manager
* @param array $data
* @param User $clientUser
* @return ClientAccount
*/
private function createClientAccount(ObjectManager $manager, array $data, User $clientUser)
{
$securityRepository = $manager->getRepository('WealthbotAdminBundle:Security');
$account = new ClientAccount();
$account->setClient($clientUser);
$account->setGroupType($this->getReference('client-account-group-type-' . $data['group_type_key']));
$account->setFinancialInstitution($data['financial_institution']);
$account->setValue($data['value']);
$account->setMonthlyContributions($data['monthly_contributions']);
$account->setMonthlyDistributions($data['monthly_distributions']);
$account->setSasCash($data['sas_cash']);
$account->setProcessStep($data['process_step']);
$account->setStepAction($data['step_action']);
$account->setIsPreSaved($data['is_pre_saved']);
$account->setUnconsolidated($data['unconsolidated']);
if ($data['consolidator_index']) {
$consolidator = $clientUser->getClientAccounts()->get($data['consolidator_index'] - 1);
$account->setConsolidator($consolidator);
}
foreach ($data['owners'] as $ownerType) {
$accountOwner = new ClientAccountOwner();
if ($ownerType === ClientAccountOwner::OWNER_TYPE_SELF) {
$accountOwner->setClient($clientUser);
} else {
$accountOwner->setContact($clientUser->getAdditionalContacts()->first());
}
$accountOwner->setOwnerType($ownerType);
$accountOwner->setAccount($account);
$account->addAccountOwner($accountOwner);
}
$manager->persist($account);
$manager->flush();
$manager->refresh($account);
if (isset($data['account_contribution'])) {
$accountContribution = new AccountContribution();
$accountContribution->setAccount($account);
$accountContribution->setType($data['account_contribution']['type']);
$accountContribution->setTransactionFrequency($data['account_contribution']['transaction_frequency']);
$account->setAccountContribution($accountContribution);
$manager->persist($accountContribution);
}
if (isset($data['securities'])) {
foreach ($data['securities'] as $securityItem) {
//ToDo: CE-402. Check that code is not needed more.
// $security = $securityRepository->findOneBySymbol($securityItem['symbol']);
// if (!$security) {
// /** @var SecurityType $securityType */
// $securityType = $this->getReference('security-type-' . $securityItem['type']);
//
// $security = new Security();
// $security->setName($securityItem['name']);
// $security->setSymbol($securityItem['symbol']);
// $security->setSecurityType($securityType);
// $security->setExpenseRatio($securityItem['exp_ratio']);
// }
// $securityAssignment = new SecurityAssignment();
// $securityAssignment->setSecurity($security);
// $securityAssignment->setRia($clientUser->getRia()); Deprecated
// $accountOutsideFund = new AccountOutsideFund();
// $accountOutsideFund->setAccount($account);
// $accountOutsideFund->setSecurityAssignment($securityAssignment);
// $accountOutsideFund->setIsPreferred(false);
//
// $manager->persist($accountOutsideFund);
}
}
$manager->persist($account);
$manager->flush();
$this->addReference('client-account-' . $account->getId(), $account);
return $account;
}
/**
* Build data for contribution form with create action
*
* @param AccountContribution $existContribution
* @return AccountContribution
* @throws \Exception
*/
private function buildUpdateContributionData(AccountContribution $existContribution = null)
{
if (!$existContribution || $existContribution->isOneTimeContribution()) {
throw new \Exception('No object with auto-invest instructions for update.');
}
return $existContribution;
}
protected function getChoicesForTransactionFrequency()
{
$transactionFrequencyChoices = AccountContribution::getTransactionFrequencyChoices();
return $transactionFrequencyChoices;
}
public function fundingDistributingAction(Request $request)
{
$em = $this->get('doctrine.orm.entity_manager');
$adm = $this->get('wealthbot_docusign.account_docusign.manager');
$documentSignatureManager = $this->get('wealthbot_docusign.document_signature.manager');
$repo = $em->getRepository('WealthbotClientBundle:ClientAccount');
$custodianMessagesRepo = $em->getRepository('WealthbotAdminBundle:CustodianMessage');
/** @var User $client */
$client = $this->getUser();
$riaCompanyInformation = $client->getRiaCompanyInformation();
/** @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);
$transferFunding = $account->getAccountContribution();
if (!$transferFunding) {
$transferFunding = new AccountContribution();
$transferFunding->setAccount($account);
}
$isPreSaved = $request->isXmlHttpRequest();
$formData = array('funding' => $transferFunding);
$form = $this->createForm(new TransferFundingDistributingFormType($em, $account, $isPreSaved), $formData);
$bankInfoForm = $this->createForm(new BankInformationFormType());
if ($request->isMethod('post')) {
$form->bind($request);
if ($form->isValid()) {
if ($account->hasFunding() || $account->hasGroup(AccountGroup::GROUP_DEPOSIT_MONEY) || $adm->hasElectronicallySignError($account)) {
$transferFunding = $form->get('funding')->getData();
$em->persist($transferFunding);
$em->flush($transferFunding);
} else {
$em->remove($transferFunding);
}
$account->setStepAction(ClientAccount::STEP_ACTION_FUNDING_DISTRIBUTING);
$account->setIsPreSaved($isPreSaved);
$em->persist($account);
$em->flush();
$em->refresh($account);
$consolidatedAccounts = $account->getConsolidatedAccountsCollection();
$bankTransferAccounts = $consolidatedAccounts->getBankTransferredAccounts();
if ($bankTransferAccounts->count()) {
$accountContribution = $account->getAccountContribution();
if (!$documentSignatureManager->isDocumentSignatureForObjectExist($accountContribution)) {
$documentSignatureManager->createSignature($accountContribution);
}
}
$redirectUrl = $this->getRedirectUrl($account, ClientAccount::STEP_ACTION_FUNDING_DISTRIBUTING);
if ($isPreSaved) {
return $this->getJsonResponse(array('status' => 'success', 'redirect_url' => $redirectUrl));
}
return $this->redirect($redirectUrl);
} else {
if ($isPreSaved) {
return $this->getJsonResponse(array('status' => 'error'));
}
}
}
$hasDocusignError = false;
if ($account->getTransferInformation()) {
$adm = $this->get('wealthbot_docusign.account_docusign.manager');
$isAllowedNonElectronicallyTransfer = $riaCompanyInformation->getAllowNonElectronicallySigning();
$hasDocusignError = !$isAllowedNonElectronicallyTransfer && !$adm->isUsedDocusign($account->getId());
}
return $this->render($this->getTemplate('funding_distributing.html.twig'), array('client' => $client, 'account' => $account, 'transfer_funding' => $transferFunding, 'form' => $form->createView(), 'bank_info_form' => $this->renderView($this->getTemplate('_create_bank_account_form.html.twig'), array('form' => $bankInfoForm->createView(), 'account_id' => $account->getId())), 'messages' => $custodianMessagesRepo->getAssocByCustodianId($riaCompanyInformation->getCustodianId()), 'has_docusign_error' => $hasDocusignError));
}
