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ctr.txt
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454 lines (369 loc) · 16 KB
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[
SymForm PDF Driver - CTR.CONDUCTOR.FORM
Auto generated variables - CTR.CONDUCTOR.FORM.DEF
Auto generated procedures - CTR.CONDUCTOR.FORM.PRO
PDF Form filename - CTR.CONDUCTOR.FORM.pdf
Created by
Ethan Roberts
on 03/16/2019
This specfile was created to make the CTR process more efficient for the end-user.
]
SUBROUTINE DEMAND WINDOWS
TARGET = ACCOUNT
DEFINE
#INCLUDE "RD.WINDOWS.DEF"
#INCLUDE "RD.GETDATA.DEF"
#INCLUDE "SYMPDF.DEF"
#INCLUDE "CTR.CONDUCTOR.FORM.DEF"
#INCLUDE "RD.SHARE.DEF"
#INCLUDE "RD.LOAN.DEF"
#INCLUDE "FSCUPROCS.DEF"
ACCTAMOUNT = MONEY
FOUNDDBA = NUMBER
FIRSTNAME = CHARACTER
MIDDLENAME = CHARACTER
LASTNAME = CHARACTER
TEMPLINE = CHARACTER
END
SETUP
ACCTAMOUNT = $0.00
I = 0
ARYSIZE = 19
FOUNDDBA = FALSE
PRINTERNAME = "" [ PRINTER NAME (OPTIONAL) ]
PRINTCOPIES = 1 [ 0 = ONE COPY (DEFAULT) ]
PRINTMODE = 0 [ 0 = FULL (DEFAULT) ]
PRINTANDTHEN = 0 [ 0 = DO NOTHING (DEFAULT) ]
PRINTDUPLEX = 0 [ 0 = DEFAULT (DEFAULT) ]
PRINTCONTENTS = 0 [ 0 = DOC (DEFAULT) ]
FORMNAME = "CTR.CONDUCTOR.FORM"
CALL FORMSETUP
LOADSAVEDFORMS = TRUE
SAVEDESCRIPTION = FORMNAME
FOR ACCOUNT ACCOUNT:NUMBER
DO
CALL DATASETUP
CALL CUSTOMSETUP
END
CLOSEFORM = FALSE
WHILELIMIT = 100000
WHILE (CLOSEFORM = FALSE)
DO
CALL SHOWFORM
CALL CLEARCHECKBOXES
CALL GETRESPONSE
IF (FORMMESSAGE = "SUBMIT") THEN
DO
CLOSEFORM = CLOSEAFTERSUBMIT
IF (DOFORMFMP = TRUE) THEN
DO
CALL FORMFMP
IF (FORMFMPERROR <> "") THEN
DO
POPUPMESSAGE(2, "CTR.CONDUCTOR.FORM FM ERROR: " + FORMFMPERROR)
CLOSEFORM = FALSE
END
END
CALL FINALIZEFORM
IF (DOOPTICAL = TRUE AND OPTICALTYPE <> "") THEN
DO
CALL STOREOPTICAL
IF (OPTICALERROR <> "") THEN
DO
POPUPMESSAGE(2,"CTR.CONDUCTOR.FORM OPTICAL ERROR: " + OPTICALERROR)
CLOSEFORM = FALSE
END
END
END
FORMVERSION = FORMVERSION + 1
END
END
PRINT TITLE = "PDF FORM " + FORMNAME
SUPPRESSNEWLINE
END
PROCEDURE CUSTOMSETUP
FOUNDDBA = FALSE
IF (ACCOUNT:TYPE = 3 OR [ Indirect ]
ACCOUNT:TYPE = 18 OR [ BOPH Business ]
ACCOUNT:TYPE = 63) THEN [ BUSINESS ]
DO
BN = NAME:LAST
EIN = FORMAT("99-9999999",VALUE(NAME:SSN))
END
ELSE IF (ACCOUNT:TYPE = 64 OR ACCOUNT:TYPE = 22) THEN [ DBA OR BOPH DBA ]
DO
FOR EACH NAME WITH NAME:TYPE = 24 [ DBA NAME ]
DO
BN = NAME:LONGNAME
EIN = FORMAT("99-99-99999",VALUE(NAME:SSN))
END
END
CALL CUSTOMJAVASCRIPT
CALL EMAILSETUP
END
PROCEDURE CUSTOMWRITEFORMDATA
END
PROCEDURE CUSTOMREADFORMDATA
END
PROCEDURE CUSTOMJAVASCRIPT
[
The code below is used for aggregating deposits and withdrawals within
a day. This portion is not being used, and the teller is calculating
these totals on their own.
]
[
FOR EACH SHARE WITH SHARE:CLOSEDATE='--/--/--'
DO
FOR EACH SHARE TRANSACTION WITH SHARE TRANSACTION:POSTDATE = SYSTEMDATE AND
(SHARE TRANSACTION:ACTIONCODE = "D" OR
SHARE TRANSACTION:ACTIONCODE = "W")
DO
ACCTAMOUNT = ACCTAMOUNT + SHARE TRANSACTION:TRANAMOUNT
END
UNTIL SHARE TRANSACTION:POSTDATE < SYSTEMDATE
END
TRANAMOUNT = ACCTAMOUNT
]
CALL CLEARNAMEARY
FOR EACH NAME WITH NAME:EXPIRATIONDATE = '--/--/--' AND NAME:TYPE <> 24 [ exclude dba names ]
DO
CALL SCANNAMEARRAY
IF FOUNDINARY = FALSE THEN
CALL INSERTNAME
END
FOR EACH SHARE WITH SHARE:CLOSEDATE = '--/--/--'
DO
FOR EACH SHARE NAME WITH SHARE NAME:EXPIRATIONDATE = '--/--/--'
DO
CALL SCANSHARENAMEARRAY
IF FOUNDINARY = FALSE THEN
CALL INSERTSHARENAME
END
END
I = 0
JSTEXT = "this.getField('ANUMBER').readonly = true; " CALL WRITEJS
JSTEXT = "this.getField('TRANAMOUNT').required = true; " CALL WRITEJS
JSTEXT = "this.getField('SYSTEMDATE').readonly = true; " CALL WRITEJS
JSTEXT = "this.getField('SYSUSERNAME').readonly = true; " CALL WRITEJS
JSTEXT = "this.getField('SYSUSERNUMBER').readonly = true; " CALL WRITEJS
[ Making fields required based on if account is Business account or regular account ]
IF (ACCOUNT:TYPE = 3 OR [ Indirect ]
ACCOUNT:TYPE = 18 OR [ BOPH Business ]
ACCOUNT:TYPE = 22 OR [ BOPH DBA ]
ACCOUNT:TYPE = 63 OR [ DBA ]
ACCOUNT:TYPE = 64) THEN [ BUSINESS ]
DO
JSTEXT = "this.getField('BN').required = true; " CALL WRITEJS
JSTEXT = "this.getField('EIN').required = true; " CALL WRITEJS
JSTEXT = "this.getField('ToB').required = true; " CALL WRITEJS
JSTEXT = "this.getField('JOB').required = true; " CALL WRITEJS
JSTEXT = "this.getField('FN').required = true; " CALL WRITEJS
JSTEXT = "this.getField('MI').required = false; " CALL WRITEJS
JSTEXT = "this.getField('LN').required = true; " CALL WRITEJS
JSTEXT = "this.getField('SSN').required = true; " CALL WRITEJS
JSTEXT = "this.getField('DOB').required = true; " CALL WRITEJS
JSTEXT = "this.getField('FID').required = true; " CALL WRITEJS
JSTEXT = "this.getField('ISSUED').required = true; " CALL WRITEJS
JSTEXT = "this.getField('PA').required = true; " CALL WRITEJS
JSTEXT = "this.getField('CITY').required = true; " CALL WRITEJS
JSTEXT = "this.getField('ST').required = true; " CALL WRITEJS
JSTEXT = "this.getField('ZIPCODE').required = true; " CALL WRITEJS
END
ELSE
DO
JSTEXT = "this.getField('FN').required = true; " CALL WRITEJS
JSTEXT = "this.getField('MI').required = false; " CALL WRITEJS
JSTEXT = "this.getField('LN').required = true; " CALL WRITEJS
JSTEXT = "this.getField('JOB').required = true; " CALL WRITEJS
JSTEXT = "this.getField('SSN').required = true; " CALL WRITEJS
JSTEXT = "this.getField('DOB').required = true; " CALL WRITEJS
JSTEXT = "this.getField('FID').required = true; " CALL WRITEJS
JSTEXT = "this.getField('ISSUED').required = true; " CALL WRITEJS
JSTEXT = "this.getField('PA').required = true; " CALL WRITEJS
JSTEXT = "this.getField('CITY').required = true; " CALL WRITEJS
JSTEXT = "this.getField('ST').required = true; " CALL WRITEJS
JSTEXT = "this.getField('ZIPCODE').required = true; " CALL WRITEJS
JSTEXT = "this.getField('BN').readonly = true; " CALL WRITEJS
JSTEXT = "this.getField('EIN').readonly = true; " CALL WRITEJS
JSTEXT = "this.getField('ToB').readonly = true; " CALL WRITEJS
END
[ create and begin object array ]
JSTEXT = "aryName = [{ toString: function() {return 'Select One'}, " CALL WRITEJS
JSTEXT = " MI: '', " CALL WRITEJS
JSTEXT = " LN: '', " CALL WRITEJS
JSTEXT = " JOB: '', " CALL WRITEJS
JSTEXT = " SSN: '', " CALL WRITEJS
JSTEXT = " DOB: '', " CALL WRITEJS
JSTEXT = " FID: '', " CALL WRITEJS
JSTEXT = " ISSUED: '', " CALL WRITEJS
JSTEXT = " PA: '', " CALL WRITEJS
JSTEXT = " CITY: '', " CALL WRITEJS
JSTEXT = " ST: '', " CALL WRITEJS
JSTEXT = " ZIPCODE: '', }, " CALL WRITEJS
[
****************************************************************************************
*** Ethan Roberts ***
*** 09/13/2019 ***
*** ***
*** ***
*** The below IF clause is excluding various ACCOUNT:TYPEs because ***
*** the Primary name (Name Prime) does not have a NAME:FIRST, NAME:MIDDLE, ***
*** or NAME:LAST field for these account types, therefore you will not need to ***
*** get the primary name, only those linked to each share. ***
*** ***
*** ***
****************************************************************************************
]
I = 0
IF ACCOUNT:TYPE <> 3 AND [ indirect dealer ]
ACCOUNT:TYPE <> 8 AND [ non-profit ]
ACCOUNT:TYPE <> 9 AND [ trust ]
ACCOUNT:TYPE <> 10 AND [ estate ]
ACCOUNT:TYPE <> 18 AND [ BOPH Business ]
ACCOUNT:TYPE <> 19 AND [ BOPH non-profit ]
ACCOUNT:TYPE <> 20 AND [ BOPH Trust ]
ACCOUNT:TYPE <> 22 AND [ BOPH DBA ]
ACCOUNT:TYPE <> 23 AND [ BOPH estate ]
ACCOUNT:TYPE <> 63 THEN [ Business ]
[ ACCOUNT:TYPE <> 64 THEN DBA ]
DO
FOR EACH NAME WITH NAME:EXPIRATIONDATE = '--/--/--'
DO
FOR I = 0 TO ARYSIZE
DO
TEMPLINE = SEGMENT(NAMEARY(I),CHARACTERSEARCH(NAMEARY(I)," ")+1,LENGTH(NAMEARY(I)))
FIRSTNAME = SEGMENT(NAMEARY(I),1,CHARACTERSEARCH(NAMEARY(I)," ")-1)
MIDDLENAME = SEGMENT(TEMPLINE,1,CHARACTERSEARCH(TEMPLINE," ")-1)
TEMPLINE = SEGMENT(TEMPLINE,CHARACTERSEARCH(TEMPLINE," ")+1,LENGTH(TEMPLINE))
LASTNAME = SEGMENT(TEMPLINE,1,LENGTH(TEMPLINE))
IF NAME:LONGNAME = NAMEARY(I) AND NAME:TYPE <> 24 THEN [ excluding DBA names even though none should exist in this array ]
DO
JSTEXT = "{ toString: function() {return '"+FIRSTNAME+"'}, " CALL WRITEJS
JSTEXT = " MI: '"+MIDDLENAME+"', " CALL WRITEJS
JSTEXT = " LN: '"+LASTNAME+"', " CALL WRITEJS
JSTEXT = " JOB: '"+NAME:OCCUPATION+"', " CALL WRITEJS
JSTEXT = " SSN: '"+NAME:SSN+"', " CALL WRITEJS
JSTEXT = " DOB: '"+FORMAT("99/99/9999",NAME:BIRTHDATE)+"', " CALL WRITEJS
JSTEXT = " FID: 'DL "+NAME:IDENTIDNUMBER:1+"', " CALL WRITEJS
JSTEXT = " ISSUED: '"+NAME:IDENTIDDESCRIPTION:1+"', " CALL WRITEJS
JSTEXT = " PA: '"+NAME:STREET+"', " CALL WRITEJS
JSTEXT = " CITY: '"+NAME:CITY+"', " CALL WRITEJS
JSTEXT = " ST: '"+NAME:STATE+"', " CALL WRITEJS
JSTEXT = " ZIPCODE: '"+SEGMENT(NAME:ZIPCODE,1,5)+"', }, " CALL WRITEJS
NAMEARY(I) = "" [ this element has been used, set to null ]
END
END
END
END
FOR EACH SHARE WITH SHARE:CLOSEDATE = '--/--/--'
DO
FOR EACH SHARE NAME WITH SHARE NAME:EXPIRATIONDATE = '--/--/--'
DO
FOR I = 0 TO ARYSIZE
DO
TEMPLINE = SEGMENT(NAMEARY(I),CHARACTERSEARCH(NAMEARY(I)," ")+1,LENGTH(NAMEARY(I)))
FIRSTNAME = SEGMENT(NAMEARY(I),1,CHARACTERSEARCH(NAMEARY(I)," ")-1)
MIDDLENAME = SEGMENT(TEMPLINE,1,CHARACTERSEARCH(TEMPLINE," ")-1)
TEMPLINE = SEGMENT(TEMPLINE,CHARACTERSEARCH(TEMPLINE," ")+1,LENGTH(TEMPLINE))
LASTNAME = SEGMENT(TEMPLINE,1,LENGTH(TEMPLINE))
IF SHARE NAME:LONGNAME = NAMEARY(I) THEN
DO
JSTEXT = "{ toString: function() {return '"+FIRSTNAME+"'}, " CALL WRITEJS
JSTEXT = " MI: '"+MIDDLENAME+"', " CALL WRITEJS
JSTEXT = " LN: '"+LASTNAME+"', " CALL WRITEJS
JSTEXT = " JOB: '"+SHARE NAME:OCCUPATION+"', " CALL WRITEJS
JSTEXT = " SSN: '"+SHARE NAME:SSN+"', " CALL WRITEJS
JSTEXT = " DOB: '"+FORMAT("99/99/9999",SHARE NAME:BIRTHDATE)+"', " CALL WRITEJS
JSTEXT = " FID: 'DL "+SHARE NAME:IDENTIDNUMBER:1+"', " CALL WRITEJS
JSTEXT = " ISSUED: '"+SHARE NAME:IDENTIDDESCRIPTION:1+"', " CALL WRITEJS
JSTEXT = " PA: '"+SHARE NAME:STREET+"', " CALL WRITEJS
JSTEXT = " CITY: '"+SHARE NAME:CITY+"', " CALL WRITEJS
JSTEXT = " ST: '"+SHARE NAME:STATE+"', " CALL WRITEJS
JSTEXT = " ZIPCODE: '"+SEGMENT(SHARE NAME:ZIPCODE,1,5)+"', }," CALL WRITEJS
NAMEARY(I) = "" [ this element has been used, set to null ]
END
END
END
END
JSTEXT = "{ toString: function() {return 'Non-member'}, " CALL WRITEJS
JSTEXT = " MI: '', " CALL WRITEJS
JSTEXT = " LN: '', " CALL WRITEJS
JSTEXT = " JOB: '', " CALL WRITEJS
JSTEXT = " SSN: '', " CALL WRITEJS
JSTEXT = " DOB: '', " CALL WRITEJS
JSTEXT = " FID: '', " CALL WRITEJS
JSTEXT = " ISSUED: '', " CALL WRITEJS
JSTEXT = " PA: '', " CALL WRITEJS
JSTEXT = " CITY: '', " CALL WRITEJS
JSTEXT = " ST: '', " CALL WRITEJS
JSTEXT = " ZIPCODE: '', " CALL WRITEJS
JSTEXT = "}]; " CALL WRITEJS
[ end of object array ]
JSTEXT = "var varName = this.getField('FN');" CALL WRITEJS
JSTEXT = " varName.clearItems(); " CALL WRITEJS
JSTEXT = " varName.setItems(aryName); " CALL WRITEJS
END
PROCEDURE EMAILSETUP
EMAILENABLED = 0
EMAILFORMAT = 0
EMAILFROM = ""
EMAILSUBJECT = ""
END
PROCEDURE CLEARNAMEARY
I = 0
FOR I = 0 TO ARYSIZE
DO
NAMEARY(I) = ""
END
I = 0
END
PROCEDURE SCANNAMEARRAY
FOUNDINARY = FALSE
I = 0
FOR I = 0 TO ARYSIZE
DO
IF NAMEARY(I) = NAME:LONGNAME THEN
FOUNDINARY = TRUE
END
I = 0
END
PROCEDURE SCANSHARENAMEARRAY
FOUNDINARY = FALSE
I = 0
FOR I = 0 TO ARYSIZE
DO
IF NAMEARY(I) = SHARE NAME:LONGNAME THEN
FOUNDINARY = TRUE
END
I = 0
END
PROCEDURE INSERTNAME
INSERTED = FALSE
I = 0
WHILE (I <= ARYSIZE AND INSERTED = FALSE)
DO
IF NAMEARY(I) = "" THEN [ found the next empty slot in array, insert ID ]
DO
NAMEARY(I) = NAME:LONGNAME
INSERTED = TRUE
END
I = I + 1
END
I = 0
END
PROCEDURE INSERTSHARENAME
INSERTED = FALSE
I = 0
WHILE (I <= ARYSIZE AND INSERTED = FALSE)
DO
IF NAMEARY(I) = "" THEN [ found the next empty slot in array, insert ID ]
DO
NAMEARY(I) = SHARE NAME:LONGNAME
INSERTED = TRUE
END
I = I + 1
END
I = 0
END
#INCLUDE "SYMPDF.PRO"
#INCLUDE "CTR.CONDUCTOR.FORM.PRO"