/**
* Get transfer screen steps configuration object by client account
*
* @param ClientAccount $account
* @return TransferStepsConfigurationInterface
* @throws \InvalidArgumentException
*/
private function getStepsConfiguration(ClientAccount $account)
{
$type = $account->getSystemType();
switch ($type) {
case SystemAccount::TYPE_PERSONAL_INVESTMENT:
$stepsConfiguration = new PersonalAccountConfiguration($this->adm, $account);
break;
case SystemAccount::TYPE_JOINT_INVESTMENT:
$stepsConfiguration = new JointAccountConfiguration($this->adm, $account);
break;
case SystemAccount::TYPE_TRADITIONAL_IRA:
$stepsConfiguration = new TraditionalIraAccountConfiguration($this->adm, $account);
break;
case SystemAccount::TYPE_ROTH_IRA:
$stepsConfiguration = new RothIraAccountConfiguration($this->adm, $account);
break;
case SystemAccount::TYPE_RETIREMENT:
$stepsConfiguration = new RetirementAccountConfiguration($this->adm, $account);
break;
default:
throw new \InvalidArgumentException(sprintf('Invalid value of account system_type: $s.', $type));
break;
}
return $stepsConfiguration;
}
public function getBeneficiariesShareForAccount(ClientAccount $account, $type)
{
$dql = "SELECT SUM(b.share) as percent\n FROM WealthbotClientBundle:Beneficiary b\n WHERE b.account_id = :account_id AND b.type = :type GROUP BY b.account_id";
$query = $this->getEntityManager()->createQuery($dql);
$query->setMaxResults(1)->setParameters(array('account_id' => $account->getId(), 'type' => $type));
$result = $query->getOneOrNullResult(2);
return round($result['percent'], 2);
}
/**
* Get previous transfer screen step by current step
*
* @param string $currentStep
* @return string
* @throws \InvalidArgumentException
*/
public function getPreviousStep($currentStep)
{
switch ($currentStep) {
case ClientAccount::STEP_ACTION_CREDENTIALS:
$prevStep = '';
break;
case ClientAccount::STEP_ACTION_FINISHED:
$prevStep = ClientAccount::STEP_ACTION_CREDENTIALS;
break;
default:
throw new \InvalidArgumentException(sprintf('Invalid value of step: "%s" for account with system_type: "%s"', $this->account->getSystemTypeAsString(), $currentStep));
break;
}
return $prevStep;
}
/**
* Is account has funding section
*
* @return bool
*/
private function hasFundingSection()
{
if ($this->account->hasFunding() || $this->account->hasDistributing() || $this->account->hasGroup(AccountGroup::GROUP_DEPOSIT_MONEY) || $this->adm->hasElectronicallySignError($this->account)) {
return true;
}
return false;
}
private function getAccountTypeTabValue()
{
$systemType = $this->account->getSystemType();
$type = $this->account->getTypeName();
$result = '';
switch ($systemType) {
case SystemAccount::TYPE_PERSONAL_INVESTMENT:
$result = 'individual';
break;
case SystemAccount::TYPE_JOINT_INVESTMENT:
$result = 'joint';
break;
case SystemAccount::TYPE_ROTH_IRA:
$result = 'roth_ira';
break;
case SystemAccount::TYPE_TRADITIONAL_IRA:
if ($type == 'SEP IRA') {
$result = 'sep_ira';
} elseif ($type == 'SIMPLE IRA') {
$result = 'simple_ira';
} else {
$result = 'traditional_or_rollover_ira';
}
break;
case SystemAccount::TYPE_RETIREMENT:
$result = 'qualified_retirement_plan';
break;
}
return $result;
}
/**
* Generate collection of tabs
*
* @return TabCollection
*/
public function generate()
{
$client = $this->account->getClient();
$ria = $client->getRia();
$companyInfo = $ria->getRiaCompanyInformation();
$primaryApplicant = $this->account->getPrimaryApplicant();
$tabs = array();
$advisorCode = new TextTab();
$advisorCode->setTabLabel('advisor#')->setValue($this->getAdvisorCode($companyInfo));
$tabs[] = $advisorCode;
$accountNumber = new TextTab();
$accountNumber->setTabLabel('account#')->setValue($this->account->getAccountNumber());
$tabs[] = $accountNumber;
$firmName = new TextTab();
$firmName->setTabLabel('firm_name')->setValue($companyInfo->getName());
$tabs[] = $firmName;
$primaryContact = new TextTab();
$primaryContact->setTabLabel('primary_contact')->setValue($companyInfo->getPrimaryFirstName() . ' ' . $companyInfo->getPrimaryLastName());
$tabs[] = $primaryContact;
$accountTypeTab = new RadioGroupTab();
$accountTypeTab->setGroupName('account_type')->setValue('cash')->setSelected(true);
$tabs[] = $accountTypeTab;
$ownerTabs = $this->getOwnerInformationTabs($primaryApplicant);
$type = new RadioGroupTab();
$type->setGroupName('type')->setSelected(true);
if ($this->account->isJointType()) {
$type->setValue('joint');
} else {
$type->setValue('individual');
}
$tabs[] = $type;
$tabs = array_merge($tabs, $ownerTabs);
if ($this->account->isJointType()) {
$jointOwnerTabs = $this->getOwnerInformationTabs($this->account->getSecondaryApplicant(), true);
$tabs = array_merge($tabs, $jointOwnerTabs);
}
$cashSweepTab = new RadioGroupTab();
$cashSweepTab->setGroupName('cash_sweep_vehicle')->setValue('td_ameritrade_fdic')->setSelected(true);
$tabs[] = $cashSweepTab;
return new TabCollection($tabs);
}
/**
* Get type of account tab value
*
* @param ClientAccount $account
* @return string
*/
private function getAccountTypeTabValue(ClientAccount $account)
{
$systemType = $account->getSystemType();
$type = $account->getTypeName();
switch ($systemType) {
case SystemAccount::TYPE_ROTH_IRA:
$result = 'roth_ira';
break;
case SystemAccount::TYPE_TRADITIONAL_IRA:
if ($type == 'SEP IRA') {
$result = 'sep_ira';
} elseif ($type == 'SIMPLE IRA') {
$result = 'simple_ira';
} else {
$result = 'traditional_ira';
}
break;
default:
$result = '';
break;
}
return $result;
}
/**
* Get accountOwners
*
* @return \Doctrine\Common\Collections\Collection
*/
public function getAccountOwners()
{
return parent::getAccountOwners();
}
/**
* Find account application workflow
*
* @param ClientAccount $account
* @return Workflow|null
*/
public function findAccountApplicationWorkflow(ClientAccount $account)
{
$messageCodes = array(Workflow::MESSAGE_CODE_PAPERWORK_NEW_ACCOUNT, Workflow::MESSAGE_CODE_PAPERWORK_TRANSFER, Workflow::MESSAGE_CODE_PAPERWORK_ROLLOVER);
$qb = $this->createQueryBuilder('w');
$qb->where('w.client = :client')->andWhere('w.object_id = :account_id')->andWhere($qb->expr()->in('w.message_code', $messageCodes))->setMaxResults(1)->setParameters(array('client' => $account->getClient(), 'account_id' => $account->getId()));
return $qb->getQuery()->getOneOrNullResult();
}
/**
* Returns true if transfer account cannot use electronically signing
* and ria does not allow non electronically signing
*
* @param ClientAccount $account
* @return bool
*/
public function hasElectronicallySignError(ClientAccount $account)
{
if ($account->hasGroup(AccountGroup::GROUP_FINANCIAL_INSTITUTION) && !$this->isUsedDocusign($account->getId())) {
$ria = $account->getClient()->getRia();
$riaCompanyInfo = $ria->getRiaCompanyInformation();
if ($riaCompanyInfo && !$riaCompanyInfo->getAllowNonElectronicallySigning()) {
return true;
}
}
return false;
}
/**
* Is account owner sign all document signatures for application
*
* @param AccountOwnerInterface $accountOwner
* @param ClientAccount $account
* @return bool
*/
public function isOwnerSignApplication(AccountOwnerInterface $accountOwner, ClientAccount $account)
{
$signatures = $this->findSignaturesByAccountConsolidatorId($account->getId());
foreach ($signatures as $signature) {
if (!$this->isOwnerSignatureCompleted($accountOwner, $signature)) {
return false;
}
}
return true;
}
/**
* Update account and account owners signatures
*
* @param ClientAccount $account
* @param string $type
* @return \Wealthbot\SignatureBundle\Entity\DocumentSignature
*/
public function updateAccountSignatureStatusByAccountAndType(ClientAccount $account, $type)
{
$signature = $this->signatureManager->findActiveDocumentSignatureBySourceIdAndType($account->getId(), $type);
if ($signature) {
$this->updateDocumentSignaturesStatusByEnvelopeId($signature->getDocusignEnvelopeId(), array($signature));
}
return $signature;
}
