/**
* Pack out a referral to a PPI client.
*
* @access public
* @param mixed $referral_id
* @return void
*/
public function post_create_client($referral_id)
{
// First, we must save the updated data
// Need to make sure that if we are a 0 referral_id then we create a new referral.
list($referral, $referral_id) = Controller_Crm_Ppi::save_current_post($referral_id);
// Now create the client
$referralData = $referral->values();
$clientID = ClientClass::createClient($referralData);
\log::write('Msg', 'Create Client: ' . (int) $clientID, 'post_create_client');
if ($clientID > 0) {
// -- Create a PPI account for the client
// --------------------------------------
$referralData['clientID'] = $clientID;
$ppiClientID = \Crm\Ppi\Ppi_class::createPpiClient($referralData);
$ppiReference = \Crm\Ppi\Ppi_class::forge($ppiClientID);
// -- Create a partner if details have been supplied
// -------------------------------------------------
$partnerDetails = $referral->loadData();
if (isset($partnerDetails['partner']) && is_array($partnerDetails['partner'])) {
$partnerDetails['partner']['clientID'] = $clientID;
\Crm\PartnerClass::createPartner($partnerDetails['partner']);
}
$referral->setDisposition(5);
list($driver, $user_id) = \Auth::get_user_id();
$thisUser = \Model_User::find($user_id);
\Log::write('Dispo', $thisUser->name . ' created a client from referral ID ' . $referral_id, 'Controller_Crm_Ppi::post_create_client()');
$referralDetails = \DB::query("SELECT data FROM crm_referrals WHERE id='" . $referral_id . "';", \DB::select())->execute()->as_array();
$data = unserialize($referralDetails[0]['data']);
$letterConfig = \Crm\Ppi\Ppi_class::loadLettersList((int) $referralData['company_id']);
if ((int) $referralData['company_id'] == 1) {
$timeSlot = 1;
} else {
if ((int) $referralData['company_id'] == 3) {
$timeSlot = 2;
}
}
// -- Persolvo Letters
\Crm\Letter\Pack::forge($clientID, null, array(array('id' => $letterConfig['ppi_welcome_letter'], 'qty' => 1, 'tray_id' => 2)))->setOutputFilename('ppi_pack_coverletter_' . $clientID . '.pdf')->printLetter(2, 40)->timeSlot($timeSlot)->create();
$pack = array(array('id' => $letterConfig['ppi_form_of_authority'], 'qty' => count($data['creditors']) > 0 ? count($data['creditors']) : 3, 'tray_id' => 1), array('id' => $letterConfig['recommand_a_friend'], 'qty' => 1, 'tray_id' => 1), array('id' => $letterConfig['terms_and_conditions_GAB'], 'qty' => 1, 'tray_id' => 1), array('id' => $letterConfig['terms_and_conditions_CUSTOMER'], 'qty' => 1, 'tray_id' => 1));
if ((int) $referralData['company_id'] == 3) {
$pack[] = array('id' => $letterConfig['ipad_questionnaire'], 'qty' => 1, 'tray_id' => 1);
}
\Crm\Letter\Pack::forge($clientID, null, $pack)->setOutputFilename('ppi_pack_' . $clientID . '.pdf')->printLetter()->timeSlot($timeSlot)->create();
\DB::query("UPDATE crm_ppi_clients SET pack_sent_date = NOW() WHERE client_id=" . $clientID . ";")->execute();
// -- Set Correspondence to Pack Out
// ---------------------------------
$correspondence = \Crm\Ppi\Ppi_correspondence::forge($clientID);
$correspondence->saveNew(0, 1, 1, 0, 'Client Created and Pack Sent Out');
$this->response(array('status' => 'SUCCESS', 'referralID' => $referral_id, 'clientID' => $clientID, 'ppiID' => $ppiClientID));
} else {
$this->response(array('status' => 'FAIL', 'message' => 'No Client could be created. Oh dear!'));
}
}
public static function createReferral($data = array())
{
// -- Create a new Referral
// ------------------------
if (count($data) <= 0) {
return;
}
// -- Save Referral
// ----------------
#$data['user_id'] = $this->_user_id;
$referralID = \Referrals_model::createReferral($data);
$Referral = self::forge($referralID);
// -- Set Disposition to Referred
// ------------------------------
$Referral->setDisposition(22);
// -- Set the Disposition HERE
// ---------------------------
// -- Check for duplicates in the referrals
// ----------------------------------------
$duplications = array();
$duplications = \Referrals_model::duplicationCheck($data);
// -- Loop through the duplicates so we can find if this is a client
// -----------------------------------------------------------------
if (count($duplications) > 0) {
// ------------------------------------------------------------------------
// -- Duplication referral found, this could be ok as the lead could be --
// -- for a different company or for a different product --
// ------------------------------------------------------------------------
// -- Search for the client
// ------------------------
$dataSearch = array();
isset($data['forename']) ? $dataSearch['forename'] = $data['forename'] : false;
isset($data['surname']) ? $dataSearch['surname'] = $data['surname'] : false;
isset($data['street_and_number']) ? $dataSearch['street_and_number'] = $data['street_and_number'] : false;
isset($data['post_code']) ? $dataSearch['post_code'] = $data['post_code'] : false;
isset($data['tel_home']) ? $dataSearch['tel_home'] = $data['tel_home'] : false;
isset($data['tel_work']) ? $dataSearch['tel_work'] = $data['tel_work'] : false;
isset($data['tel_mobile']) ? $dataSearch['tel_mobile'] = $data['tel_mobile'] : false;
$clients = array();
$DuplicateClient = \ClientClass::duplicateCheck($dataSearch);
if (is_object($DuplicateClient)) {
// -- Client found with the same details, now check to see if they already have the same product
// ---------------------------------------------------------------------------------------------
$clientProducts = array();
$clientProducts = $DuplicateClient->clientProducts((int) $data['product_id']);
if (count($clientProducts) > 0) {
// -- Client found to have a product with one of the companies, so return the list to the agent
// --------------------------------------------------------------------------------------------
// -- Set Disposition to Referred
// ------------------------------
$Referral->setDisposition(15);
print_r($clientProducts);
}
} else {
// -- Lead doesn't exist yet as a Client, so return the Referral ID for product account creation
// ---------------------------------------------------------------------------------------------
$Referral->sendForConsolidation();
}
} else {
// -- First time referred, so send stright to consolidation
// --------------------------------------------------------
$Referral->sendForConsolidation();
}
}
public function post_search()
{
// -- Search for a Client
// ----------------------
$this->template->title = 'Client Search';
$data['titles'] = ClientClass::titleList();
$data['countries'] = ClientClass::countryList();
if (isset($_POST)) {
$seachValues = array();
foreach ($_POST as $key => $value) {
if ($value != '' && $key != 'Search') {
$seachValues[$key] = $value;
}
}
// -- Return search results
// ------------------------
$results = array();
$results = \ClientModel::clientSearch($seachValues);
// -- If results returned, then loop through and assign them to an array;
// ----------------------------------------------------------------------
if (!empty($results) > 0) {
$clients = array();
foreach ($results as $result) {
$clients[] = ClientClass::forge($result['id']);
}
}
}
$this->template->content = View::forge(static::$_viewPath . '/index.php', $data);
}