Пример #1
0
 /**
  * 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);
 }
 /**
  * @return array
  */
 private function getBeneficiariesInformationTabs()
 {
     $tabs = array();
     $primary = 0;
     $alternative = 0;
     /** @var Beneficiary[] $accountBeneficiaries */
     $accountBeneficiaries = $this->beneficiary->getAccount()->getBeneficiaries();
     foreach ($accountBeneficiaries as $beneficiary) {
         if ($beneficiary->isPrimary()) {
             $primary++;
             $prefix = 'beneficiary_' . $primary . '_';
         } else {
             $alternative++;
             $prefix = 'alternative_beneficiary_' . $alternative . '_';
         }
         $nameTab = new TextTab();
         $nameTab->setTabLabel($prefix . 'name')->setValue($beneficiary->getFullName());
         $tabs[] = $nameTab;
         $relationshipTab = new TextTab();
         $relationshipTab->setTabLabel($prefix . 'relationship')->setValue($beneficiary->getRelationship());
         $tabs[] = $relationshipTab;
         $birthDateTab = new TextTab();
         $birthDateTab->setTabLabel($prefix . 'birth_date')->setValue($beneficiary->getBirthDate()->format('m-d-Y'));
         $tabs[] = $birthDateTab;
         $ssnTab = new TextTab();
         $ssnTab->setTabLabel($prefix . 'ssn')->setValue($beneficiary->getSsn());
         $tabs[] = $ssnTab;
         $shareTab = new TextTab();
         $shareTab->setTabLabel($prefix . 'share')->setValue($beneficiary->getShare());
         $tabs[] = $shareTab;
     }
     return $tabs;
 }
 private function getOwnerInformationTabs(AccountOwnerInterface $owner, $isJoint = false)
 {
     $prefix = '';
     if ($isJoint) {
         $prefix = 'joint_';
     }
     $tabs = array();
     $fullName = new TextTab();
     $fullName->setTabLabel($prefix . 'full_name')->setValue($owner->getFullName());
     $tabs[] = $fullName;
     $ssn = new TextTab();
     $ssn->setTabLabel($prefix . 'ssn')->setValue($owner->getSsnTin());
     $tabs[] = $ssn;
     $dob = new TextTab();
     $dob->setTabLabel($prefix . 'dob')->setValue($owner->getBirthDate()->format('m-d-Y'));
     $tabs[] = $dob;
     $homeStreet = new TextTab();
     $homeStreet->setTabLabel($prefix . 'home_address_street')->setValue($owner->getStreet());
     $tabs[] = $homeStreet;
     $homeCity = new TextTab();
     $homeCity->setTabLabel($prefix . 'home_address_city')->setValue($owner->getCity());
     $tabs[] = $homeCity;
     $homeState = new TextTab();
     $homeState->setTabLabel($prefix . 'home_address_state')->setValue($owner->getState() ? $owner->getState()->getName() : '');
     $tabs[] = $homeState;
     $homeZip = new TextTab();
     $homeZip->setTabLabel($prefix . 'home_address_zip')->setValue($owner->getZip());
     $tabs[] = $homeZip;
     $primaryPhone = new TextTab();
     $primaryPhone->setTabLabel($prefix . 'primary_phone_number')->setValue($owner->getPhoneNumber());
     $tabs[] = $primaryPhone;
     $emailAddress = new TextTab();
     $emailAddress->setTabLabel($prefix . 'email_address')->setValue($owner->getEmail());
     $tabs[] = $emailAddress;
     // If is different mailing address
     if ($owner->getIsDifferentAddress()) {
         $mailingStreet = new TextTab();
         $mailingStreet->setTabLabel($prefix . 'mailing_address_street')->setValue($owner->getMailingStreet());
         $tabs[] = $mailingStreet;
         $mailingCity = new TextTab();
         $mailingCity->setTabLabel($prefix . 'mailing_address_city')->setValue($owner->getMailingCity());
         $tabs[] = $mailingCity;
         $mailingState = new TextTab();
         $mailingState->setTabLabel($prefix . 'mailing_address_state')->setValue($owner->getMailingState() ? $owner->getMailingState()->getName() : '');
         $tabs[] = $mailingState;
         $mailingZip = new TextTab();
         $mailingZip->setTabLabel($prefix . 'mailing_address_zip')->setValue($owner->getMailingZip());
         $tabs[] = $mailingZip;
     }
     // Check employment type
     $employmentType = $owner->getEmploymentType();
     if ($employmentType === Profile::CLIENT_EMPLOYMENT_TYPE_RETIRED || $employmentType === Profile::CLIENT_EMPLOYMENT_TYPE_UNEMPLOYED) {
         $employmentStatus = new RadioGroupTab();
         $employmentStatus->setGroupName($prefix . 'employment_status')->setValue(strtolower($employmentType))->setSelected(true);
         $tabs[] = $employmentStatus;
         $incomeSource = new TextTab();
         $incomeSource->setTabLabel($prefix . 'source_of_income')->setValue($owner->getIncomeSource());
         $tabs[] = $incomeSource;
     } elseif ($employmentType === Profile::CLIENT_EMPLOYMENT_TYPE_EMPLOYED || $employmentType === Profile::CLIENT_EMPLOYMENT_TYPE_SELF_EMPLOYED) {
         $employerName = new TextTab();
         $employerName->setTabLabel($prefix . 'employer_name')->setValue($owner->getEmployerName());
         $tabs[] = $employerName;
         $occupation = new TextTab();
         $occupation->setTabLabel($prefix . 'occupation')->setValue($owner->getOccupation());
         $tabs[] = $occupation;
         $businessType = new TextTab();
         $businessType->setTabLabel($prefix . 'type_of_business')->setValue($owner->getBusinessType());
         $tabs[] = $businessType;
         $employerStreet = new TextTab();
         $employerStreet->setTabLabel($prefix . 'employer_address_street')->setValue($owner->getEmployerAddress());
         $tabs[] = $employerStreet;
         $employerCity = new TextTab();
         $employerCity->setTabLabel($prefix . 'employer_address_city')->setValue($owner->getEmploymentCity());
         $tabs[] = $employerCity;
         $employerState = new TextTab();
         $employerState->setTabLabel($prefix . 'employer_address_state')->setValue($owner->getEmploymentState() ? $owner->getEmploymentState()->getName() : '');
         $tabs[] = $employerState;
         $employerZip = new TextTab();
         $employerZip->setTabLabel($prefix . 'employer_address_zip')->setValue($owner->getEmploymentZip());
         $tabs[] = $employerZip;
     }
     $isUsCitizen = new RadioGroupTab();
     $isUsCitizen->setGroupName($prefix . 'is_us_citizen')->setValue('yes')->setSelected(true);
     $tabs[] = $isUsCitizen;
     if ($owner->getIsSeniorPoliticalFigure()) {
         $isSeniorPoliticalFigure = new CheckboxTab();
         $isSeniorPoliticalFigure->setTabLabel($prefix . 'is_senior_political_figure')->setSelected(true);
         $fields = $owner->getSeniorSpfName() . ', ' . $owner->getSeniorPoliticalTitle() . ', ' . $owner->getSeniorAccountOwnerRelationship() . ', ' . $owner->getSeniorCountryOffice();
         $spfFields = new TextTab();
         $spfFields->setTabLabel($prefix . 'spf_fields')->setValue($fields);
         $tabs[] = $isSeniorPoliticalFigure;
         $tabs[] = $spfFields;
     }
     return $tabs;
 }
Пример #4
0
 /**
  * Generate collection of tabs
  *
  * @return TabCollection
  */
 public function generate()
 {
     $client = $this->account->getClient();
     $companyInformation = $client->getRiaCompanyInformation();
     $tabs = array();
     $advisorCode = new TextTab();
     $advisorCode->setTabLabel('advisor#')->setValue($this->getAdvisorCode($companyInformation));
     $tabs[] = $advisorCode;
     $accountNumber = new TextTab();
     $accountNumber->setTabLabel('account#')->setValue($this->account->getAccountNumber());
     $tabs[] = $accountNumber;
     $accountOwner = $this->account->getPrimaryApplicant();
     $transferInformation = $this->account->getTransferInformation();
     $accountTitleTab = new TextTab();
     $accountTitleTab->setTabLabel('account_title')->setValue($this->account->getTypeString());
     $tabs[] = $accountTitleTab;
     $ssnTab = new TextTab();
     $ssnTab->setTabLabel('ssn')->setValue($accountOwner->getSsnTin());
     $tabs[] = $ssnTab;
     $accountType = $this->getAccountTypeTabValue();
     $accountTypeTab = new RadioGroupTab();
     $accountTypeTab->setGroupName('account_type')->setValue($accountType)->setSelected(true);
     $tabs[] = $accountTypeTab;
     // Information on the account transferring from
     $accountTitle = $transferInformation->getAccountTitle() . ' ' . $this->account->getTypeName();
     $transferFromAccountTitleTab = new TextTab();
     $transferFromAccountTitleTab->setTabLabel('transfer_from_account_title')->setValue($accountTitle);
     $tabs[] = $transferFromAccountTitleTab;
     $transferFromAccountNumberTab = new TextTab();
     $transferFromAccountNumberTab->setTabLabel('transfer_from_account_number')->setValue($transferInformation->getAccountNumber());
     $tabs[] = $transferFromAccountNumberTab;
     $transferFromFirmTab = new TextTab();
     $transferFromFirmTab->setTabLabel('transfer_from_delivering_firm_name')->setValue($transferInformation->getFinancialInstitution());
     $tabs[] = $transferFromFirmTab;
     $transferFromFirmAddressTab = new TextTab();
     $transferFromFirmAddressTab->setTabLabel('transfer_from_firm_address')->setValue($transferInformation->getFirmAddress());
     $tabs[] = $transferFromFirmAddressTab;
     $transferFromFirmPhoneTab = new TextTab();
     $transferFromFirmPhoneTab->setTabLabel('transfer_from_phone_number')->setValue($transferInformation->getPhoneNumber());
     $tabs[] = $transferFromFirmPhoneTab;
     $transferFromAccountTypeTab = new RadioGroupTab();
     $transferFromAccountTypeTab->setGroupName('transfer_from_account_type')->setValue($accountType)->setSelected(true);
     $tabs[] = $transferFromAccountTypeTab;
     // --------------------------------------------
     $brokerageFirmTransferTypeTab = new RadioGroupTab();
     $brokerageFirmTransferTypeTab->setGroupName('brokerage_firm_transfer_type')->setValue('full')->setSelected(true);
     $tabs[] = $brokerageFirmTransferTypeTab;
     $bankTransferTypeTab = new RadioGroupTab();
     $bankTransferTypeTab->setGroupName('bank_transfer_type')->setValue('full')->setSelected(true);
     $tabs[] = $bankTransferTypeTab;
     $depositCertificatesTab = new RadioGroupTab();
     $depositCertificatesTab->setGroupName('deposit_certificates')->setValue('redeem_cd_immediately')->setSelected(true);
     $tabs[] = $depositCertificatesTab;
     $deliveringAccountTitle = $transferInformation->getDeliveringAccountTitle();
     $ameritradeAccountTitle = $transferInformation->getAmeritradeAccountTitle();
     if (strlen($deliveringAccountTitle) > 0) {
         $deliveringAccountTitleTab = new TextTab();
         $deliveringAccountTitleTab->setTabLabel('delivering_account_title')->setValue($deliveringAccountTitle);
         $tabs[] = $deliveringAccountTitleTab;
     }
     if (strlen($ameritradeAccountTitle) > 0) {
         $ameritradeAccountTitleTab = new TextTab();
         $ameritradeAccountTitleTab->setTabLabel('td_ameritrade_account_title')->setValue($ameritradeAccountTitle);
         $tabs[] = $ameritradeAccountTitleTab;
     }
     return new TabCollection($tabs);
 }
Пример #5
0
 /**
  * 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;
 }
Пример #6
0
 /**
  * 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;
 }
 /**
  * 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);
 }