/**
* 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;
}
/**
* 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);
}
/**
* 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;
}
/**
* 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);
}