/**
* Show a specific referral to the user.
*
* @access public
* @param mixed $clientID
* @return void
*/
public function action_referral($referalID, $clientID)
{
list($driver, $user_id) = \Auth::get_user_id();
$referral = Referrals_class::forge($referalID);
$debtList = \Crm\Ppi\Ppi_class::getDebtList();
if ($referral->isValid === false) {
\Log::error('Consolidator ' . Auth::get_screen_name() . ' tried to access referral ' . $referalID . ' which does not exist!', 'Crm_Ppi');
\Session::set_flash('fail', "The referral ID you entered does not exist!");
\Response::redirect('crm/ppi/referrals');
}
// Check through dispositions
switch ($referral->disposition_id) {
case 5:
\Log::warning('Consolidator ' . Auth::get_screen_name() . ' tried to access referral ' . $referalID . ' which has been Packed Out as a PPI!', 'Crm_Ppi');
\Session::set_flash('success', "Referral with ID of " . $referalID . " has been Packed Out as a PPI.");
\Response::redirect('crm/ppi/referrals/' . $clientID);
break;
case 6:
\Log::warning('Consolidator ' . Auth::get_screen_name() . ' tried to access referral ' . $referalID . ' which has been set to Not Interested!', 'Crm_Ppi');
\Session::set_flash('fail', "Referral with ID of " . $referalID . " is set to 'Not Interested' and should not be contacted.");
\Response::redirect('crm/ppi/referrals');
break;
case 23:
\Log::warning('Consolidator ' . Auth::get_screen_name() . ' tried to access referral ' . $referalID . ' which has been set to Does Not Qualify!', 'Crm_Ppi');
\Session::set_flash('fail', "Referral with ID of " . $referalID . " is set to 'Does Not Qualify' and should not be contacted.");
\Response::redirect('crm/ppi/referrals');
break;
case 24:
\Log::warning('Consolidator ' . Auth::get_screen_name() . ' tried to access referral ' . $referalID . ' which has upsold to Debt Reduction!', 'Crm_Ppi');
\Session::set_flash('success', "Referral with ID of " . $referalID . " has been upsold to Debt Reduction!");
\Response::redirect('crm/ppi/referrals');
break;
case 25:
\Log::warning('Consolidator ' . Auth::get_screen_name() . ' tried to access referral ' . $referalID . ' which was referred as Debt Reduction!', 'Crm_Ppi');
\Session::set_flash('fail', "Referral with ID of " . $referalID . " was sent as Debt Reduction. If you feel this is an error please contact the IT department!");
\Response::redirect('crm/ppi/referrals');
break;
case 27:
\Log::warning('Consolidator ' . Auth::get_screen_name() . ' tried to access referral ' . $referalID . ', this referral has already claimed PPI!', 'Crm_Ppi');
\Session::set_flash('fail', "Referral with ID of " . $referalID . " has already claimed PPI!");
\Response::redirect('crm/ppi/referrals');
break;
case 28:
\Log::warning('Consolidator ' . Auth::get_screen_name() . ' tried to access referral ' . $referalID . ', this referral DNQ for PPI and not interested in DR!', 'Crm_Ppi');
\Session::set_flash('fail', "Referral with ID of " . $referalID . " DNQ for PPI and not interested in DR!");
\Response::redirect('crm/ppi/referrals');
break;
}
if ($referral->user_id == 0 || $referral->user_id == $user_id) {
$thisUser = \Model_User::find($user_id);
$referral->user_id = $user_id;
$referral->consolidation_centre = $thisUser->call_center_id;
$referral->save();
} else {
$thisUser = \Model_User::find($referral->user_id)->username;
\Log::warning('Consolidator ' . Auth::get_screen_name() . ' tried to access referral ' . $referalID . ' which was locked to ' . $thisUser . '!', 'Crm_Ppi');
\Session::set_flash('fail', "The referral you requested is locked to another user. If you feel this is an error please contact the IT department.");
\Response::redirect('crm/ppi/referrals');
}
// -- Log that the Agent opened up the Referral Type ID = 3 Referral Open
// ----------------------------------------------------------------------
Referral_log::create($referalID, 3);
$creditorLoad = $referral->loadData();
$creditorList = Creditor_class::loadCreditorList();
\Log::write('Info', 'Consolidator ' . Auth::get_screen_name() . ' viewed referral with ID of ' . $referalID . '.', 'Crm_Ppi');
$this->template->title = "Client View";
$this->template->content = View::forge(static::$_viewPath . '/referral.php', array('creditors' => isset($creditorLoad['creditors']) ? $creditorLoad['creditors'] : null, 'creditorList' => $creditorList, 'debtList' => $debtList, 'client' => array('id' => $referalID, 'title' => $referral->title, 'forename' => $referral->forename, 'surname' => $referral->surname, 'street_and_number' => $referral->street_and_number, 'area' => $referral->area, 'district' => $referral->district, 'town' => $referral->town, 'county' => $referral->county, 'post_code' => $referral->post_code, 'date_of_birth' => $referral->date_of_birth, 'tel_home' => $referral->tel_home, 'tel_work' => $referral->tel_work, 'tel_mobile' => $referral->tel_mobile, 'email' => $referral->email, 'notes' => $referral->notes)));
}
public function action_view_client($clientID = 6273)
{
/*
** Client class now displays the client on the page
** NEEDS TO:
** * Display a list of products for the client
** * Show the status for these products
** * If we are still in 'Pack Sent' status then an icon lets us 're-send' a pack
*/
$this->template->title = 'View Client';
$ppiDetails = \Crm\Ppi\Ppi_class::forge($clientID);
$chosenClient = \Crm\ClientClass::forge($clientID);
// -- Check to see if the client has a partner saved
// -------------------------------------------------
$partnerDetails = array();
if ($ppiDetails->hasPartner()) {
$partner = \Crm\PartnerClass::forge($ppiDetails->partner_id);
$partnerDetails = array('partnerID' => $ppiDetails->partner_id, 'title' => $partner->title, 'forename' => $partner->forename, 'surname' => $partner->surname, 'streetAndNumber' => $partner->streetAndNumber, 'area' => $partner->area, 'district' => $partner->district, 'town' => $partner->town, 'county' => $partner->county, 'postCode' => $partner->postCode, 'dateOfBirth' => $partner->dateOfBirth == "0000-00-00" ? "Not Taken" : date("d/m/Y", strtotime($partner->dateOfBirth)), 'telHome' => $partner->telHome == 0 ? "Not Taken" : "0" . $partner->telHome, 'telMobile' => $partner->telMobile == 0 ? "Not Taken" : "0" . $partner->telMobile, 'telWork' => $partner->telWork == 0 ? "Not Taken" : "0" . $partner->telWork, 'email' => $partner->email);
}
$referralDetails = Referrals_class::forge($ppiDetails->referral_id);
$packDocuments = $ppiDetails->getPackReturnedDocuments();
$creditorList = Creditor_class::loadCreditorList();
$disposisionList = $referralDetails->loadDispositionList();
// -- Is the client Active
// -----------------------
$clientProduct = \Crm\Product\Client_product_class::forge(\Crm\Product\Product_class::getClientProductID($ppiDetails->referral_id));
// -- Correspondence
// -----------------
$correspondence = \Crm\Ppi\Ppi_correspondence::forge($clientID);
$correspondenceList = $correspondence->getCorrespondences(5);
// -- PPI Claims
// -------------
$claims = \Crm\Ppi\Ppi_claims::getClaims($ppiDetails->id);
$ppiStages = \Crm\Ppi\Ppi_class::listStages();
$niceCreditorList = array();
foreach ($creditorList as $creditor) {
$niceCreditorList[$creditor['id']] = $creditor['name'];
}
// -- Get a nice Debt Type List
// ----------------------------
$debtTypeList = \Crm\Ppi\Ppi_class::getDebtList();
$niceDebtTypeList = array();
foreach ($debtTypeList as $debt) {
$niceDebtTypeList[$debt['id']] = $debt['description'];
}
$fullNoteList = $chosenClient->loadClientNotes();
// -- Letters - Chase Letter and Non Claim Letter
// ----------------------------------------------
$letterConfig = \Crm\Ppi\Ppi_class::loadLettersList((int) $ppiDetails->company_id);
$letters = array();
$letters[] = array('id' => $letterConfig['client_free_text'], 'details' => \Crm\Letter\Letter::letterDetails($letterConfig['client_free_text']), 'freeText' => true, 'tray' => 2);
$letters[] = array('id' => $letterConfig['ppi_welcome_letter'], 'details' => \Crm\Letter\Letter::letterDetails($letterConfig['ppi_welcome_letter']), 'freeText' => false, 'tray' => 2);
$letters[] = array('id' => $letterConfig['ppi_form_of_authority'], 'details' => \Crm\Letter\Letter::letterDetails($letterConfig['ppi_form_of_authority']), 'freeText' => false, 'tray' => 1);
$letters[] = array('id' => $letterConfig['recommand_a_friend'], 'details' => \Crm\Letter\Letter::letterDetails($letterConfig['recommand_a_friend']), 'freeText' => false, 'tray' => 1);
$letters[] = array('id' => $letterConfig['terms_and_conditions_GAB'], 'details' => \Crm\Letter\Letter::letterDetails($letterConfig['terms_and_conditions_GAB']), 'freeText' => false, 'tray' => 1);
$letters[] = array('id' => $letterConfig['terms_and_conditions_CUSTOMER'], 'details' => \Crm\Letter\Letter::letterDetails($letterConfig['terms_and_conditions_CUSTOMER']), 'freeText' => false, 'tray' => 1);
$letters[] = array('id' => $letterConfig['missing_loa'], 'details' => \Crm\Letter\Letter::letterDetails($letterConfig['missing_loa']), 'freeText' => false, 'tray' => 2);
$letters[] = array('id' => $letterConfig['missing_tac'], 'details' => \Crm\Letter\Letter::letterDetails($letterConfig['missing_tac']), 'freeText' => false, 'tray' => 2);
$letters[] = array('id' => $letterConfig['ipad_questionnaire'], 'details' => \Crm\Letter\Letter::letterDetails($letterConfig['ipad_questionnaire']), 'freeText' => false, 'tray' => 1);
$letters[] = array('id' => $letterConfig['client_pack_not_returned_1'], 'details' => \Crm\Letter\Letter::letterDetails($letterConfig['client_pack_not_returned_1']), 'freeText' => false, 'tray' => 2);
$letters[] = array('id' => $letterConfig['client_pack_not_returned_2'], 'details' => \Crm\Letter\Letter::letterDetails($letterConfig['client_pack_not_returned_2']), 'freeText' => false, 'tray' => 2);
$letters[] = array('id' => $letterConfig['client_missing_creditor_details'], 'details' => \Crm\Letter\Letter::letterDetails($letterConfig['client_missing_creditor_details']), 'freeText' => false, 'tray' => 2);
$this->template->content = View::forge(static::$_viewPath . '/view_client.php', array('productDetails' => array('ppi' => array('companyName' => $ppiDetails->company_name, 'referralID' => $ppiDetails->referral_id, 'account_created' => date("d/m/Y", strtotime($ppiDetails->account_created)), 'pack_sent_date' => $ppiDetails->pack_sent_date == "0000-00-00" ? "Not Sent" : date("d/m/Y", strtotime($ppiDetails->pack_sent_date)), 'pack_returned_date' => $ppiDetails->pack_returned_date == "0000-00-00" ? "Not Received" : date("d/m/Y", strtotime($ppiDetails->pack_returned_date)), 'hasReturnedPack' => $ppiDetails->hasResentPack())), 'isActive' => $clientProduct->status('active'), 'creditorList' => $creditorList, 'claims' => $claims, 'allCreditors' => $niceCreditorList, 'allDebtTypes' => $niceDebtTypeList, 'debtList' => $debtTypeList, 'disposisionList' => $disposisionList, 'ppiStages' => $ppiStages, 'packDocuments' => $packDocuments, 'packCompleted' => $ppiDetails->pack_completed, 'canCreateClaims' => $ppiDetails->canCreateClaims(), 'agentDetails' => $ppiDetails->getReferralAgent(), 'clientDetails' => array('clientID' => $clientID, 'title' => $chosenClient->title, 'forename' => $chosenClient->forename, 'surname' => $chosenClient->surname, 'streetAndNumber' => $chosenClient->streetAndNumber, 'area' => $chosenClient->area, 'district' => $chosenClient->district, 'town' => $chosenClient->town, 'county' => $chosenClient->county, 'postCode' => $chosenClient->postCode, 'dateOfBirth' => $chosenClient->dateOfBirth == "0000-00-00" ? "Not Taken" : date("d/m/Y", strtotime($chosenClient->dateOfBirth)), 'telHome' => $chosenClient->telHome == 0 ? "Not Taken" : "0" . $chosenClient->telHome, 'telMobile' => $chosenClient->telMobile == 0 ? "Not Taken" : "0" . $chosenClient->telMobile, 'telWork' => $chosenClient->telWork == 0 ? "Not Taken" : "0" . $chosenClient->telWork, 'email' => $chosenClient->email, 'notes' => $chosenClient->notes, 'creditors' => $referralDetails->loadData(), 'allNotes' => $fullNoteList, 'correspondences' => $correspondenceList, 'hasPartner' => $chosenClient->hasPartner()), 'partnerDetails' => $partnerDetails, 'letters' => $letters));
}