/**
* 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);
}
/**
* 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);
}
/**
* 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();
}
/**
* Get client
*
* @return \Wealthbot\UserBundle\Entity\User
*/
public function getClient()
{
return parent::getClient();
}
/**
* 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;
}
