/**
* 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 {
$this->response(array('status' => 'FAIL', 'message' => 'No Client could be created. Oh dear!'));
}
}
public function action_view_client($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));
}
