/**
* PPI Claim Report
*
* @author David Stansfield
*/
public function action_claim_report()
{
$this->template->title = "PPI Claim Report";
$search = array();
$search = array('claimID' => \Input::post('PPI-ClaimID'), 'accountRef' => \Input::post('PPI-Account-Ref'), 'stage' => \Input::post('PPI-Stage'), 'status' => \Input::post('PPI-Stage-Status'), 'customReport' => \Input::post('PPI-Custom-Report'));
$report = \Crm\Reports\Model_Ppi::searchClaims($search);
// -- Search Select List
// ---------------------
$dispositionList = \Crm\Referrals\Referrals_class::loadStaticDispositionList();
$stages = \Crm\Ppi\Ppi_class::listStages();
$stagesNotToShow = array(1, 2);
$ppiStages = array();
// -- Only include Stages listed in $stagesNotToShow array
// -------------------------------------------------------
foreach ($stages as $key => $stage) {
if (!in_array($stage['id'], $stagesNotToShow)) {
$ppiStages[] = $stages[$key];
}
}
// -- Custom PPI Reports
// ---------------------
$customReports = array();
#$customReports = array(1 => array('name' => 'Canceled Clients'));
$this->template->content = View::forge(static::$_viewPath . 'ppi/claim_report.php', array('claims' => $report, 'dispositionList' => $dispositionList, 'ppiStages' => $ppiStages, 'search' => $search, 'customReports' => $customReports));
}
public function action_save_creditors()
{
$referralID = \Input::post('referralID');
$clientID = \Input::post('clientID');
$i = 0;
$referral = \Crm\Referrals\Referrals_class::forge($referralID);
$addCreditors = array();
$data = array('creditors');
foreach ($_POST['creditors'] as $creditors) {
$data['creditors'][] = array('creditor_choice' => $creditors['new-creditor-choice'] > 0 ? $creditors['new-creditor-choice'] : $creditors['creditor_choice'], 'creditor_account_number' => $creditors['creditor_account_number'], 'creditor_sort_code' => $creditors['creditor_sort_code'], 'creditor_value' => $creditors['creditor_value'], 'creditor_signatory' => $creditors['creditor_signatory'], 'creditor_debttype' => $creditors['creditor_debttype']);
}
$referral->saveData($data);
// -- Send a response back
// -----------------------
$this->response(array('status' => 'done'));
}
public static function choice($questions = null, $portal_form = null, $apiKey = null)
{
// Before anything, do a duplicate check
$dupes = \Crm\Referrals\Referrals_model::duplicationCheck(array('forename' => isset($portal_form['first_name']) ? $portal_form['first_name'] : null, 'surname' => isset($portal_form['last_name']) ? $portal_form['last_name'] : null, 'post_code' => isset($portal_form['postcode']) ? $portal_form['postcode'] : null, 'tel_home' => isset($portal_form['phone_number']) ? $portal_form['phone_number'] : null, 'tel_work' => null, 'tel_mobile' => isset($portal_form['alt_phone']) ? $portal_form['alt_phone'] : null));
if (count($dupes) > 0) {
// We have a duplicate so lets find out where it comes from
} else {
$noppi = true;
$nodr = true;
}
$centerDetails = \Model_Call_Center::find()->where('api_key', $apiKey)->get_one();
$clientID = \Crm\Referrals\Referrals_model::createReferral(array('user_id' => '', 'company_id' => 1, 'product_id' => 1, 'dialler_lead_id' => isset($portal_form['lead_id']) ? $portal_form['lead_id'] : null, 'dialler_list_id' => isset($portal_form['list_id']) ? $portal_form['list_id'] : null, 'dialler_list_name' => '', 'disposition_id' => '', 'title' => isset($portal_form['title']) ? $portal_form['title'] : null, 'forename' => isset($portal_form['first_name']) ? $portal_form['first_name'] : null, 'surname' => isset($portal_form['last_name']) ? $portal_form['last_name'] : null, 'street_and_number' => isset($portal_form['address1']) ? $portal_form['address1'] : null, 'area' => isset($portal_form['address2']) ? $portal_form['address2'] : null, 'district' => isset($portal_form['address3']) ? $portal_form['address3'] : null, 'town' => isset($portal_form['city']) ? $portal_form['city'] : null, 'county' => isset($portal_form['state']) ? $portal_form['state'] : null, 'post_code' => isset($portal_form['postal_code']) ? $portal_form['postal_code'] : null, 'date_of_birth' => isset($portal_form['date_of_birth']) ? $portal_form['date_of_birth'] : null, 'tel_home' => isset($portal_form['phone_number']) ? $portal_form['phone_number'] : null, 'tel_work' => 0, 'tel_mobile' => isset($portal_form['alt_phone']) ? $portal_form['alt_phone'] : null, 'email' => isset($portal_form['email']) ? $portal_form['email'] : null, 'notes' => isset($portal_form['comments']) ? $portal_form['comments'] : null, 'introducer_id' => $centerDetails->id));
if (Portal_Check::values_to_bool($questions['form-q5']) === true) {
return array('type' => 'DNQ', 'reason' => 'being in an IVA or Declared Bankrupt.');
} else {
if (Portal_Check::values_to_bool($questions['form-q3']) === false and Portal_Check::values_to_bool($questions['form-q4']) === false) {
// Get client ID from the PPI system
$Referral = \Crm\Referrals\Referrals_class::forge($clientID);
$saveData['referralQuestions'] = $questions;
$Referral->saveData($saveData);
$Referral->product_id = 1;
$Referral->company_id = 3;
$Referral->save();
$Referral = \Crm\Referrals\Referrals_class::forge($clientID);
$Referral->setDisposition(14);
$Referral->sendForConsolidation();
return array('type' => 'PPI', 'clientID' => $clientID);
} else {
// Save details and get client ID from Debtsolv
$Debtsolv = \Crm\Referrals\Referrals_debtsolv_class::forge((int) $clientID);
$saveData['referralQuestions'] = $questions;
$Debtsolv->saveData($saveData);
$Debtsolv->product_id = 2;
$Debtsolv->company_id = 1;
$Debtsolv->save();
// Reload the referral
$Debtsolv = \Crm\Referrals\Referrals_debtsolv_class::forge((int) $clientID);
$client_ID = $Debtsolv->addNewLead();
$Debtsolv->setDisposition(25);
$Debtsolv->sendForDRConsolidation();
return array('type' => 'DR', 'clientID' => $client_ID);
}
}
return null;
}
/**
* Process the rreturned pack documents
* @access public
* @author David
*/
public function action_pack_in_check($clientID = 0)
{
// -- Get the serialized documents info for checking when packs were chased
// ------------------------------------------------------------------------
$savedDocuments = array();
$ppiClient = \Crm\Ppi\Ppi_class::forge((int) $clientID);
$savedDocuments = $ppiClient->getPackReturnedDocuments();
$date = date("d/m/Y");
$documents = array();
$documents = array('Creditor Information' => array('Completed' => \Input::post('DOCCHECK_Creditor_Information') == 'on' ? 'Yes' : 'No', 'Chase Date' => isset($savedDocuments['Creditor Information']['Chase Date']) && $savedDocuments['Creditor Information']['Chase Date'] != '' && \Input::post('DOCCHECK_Creditor_Information') != 'on' ? $savedDocuments['Creditor Information']['Chase Date'] : (\Input::post('DOCCHECK_Creditor_Information') != 'on' ? $date : ''), 'Notes' => ''), 'LOA' => array('Completed' => \Input::post('DOCCHECK_LOA') == 'on' ? 'Yes' : 'No', 'Chase Date' => isset($savedDocuments['LOA']['Chase Date']) && $savedDocuments['LOA']['Chase Date'] != '' && \Input::post('DOCCHECK_LOA') != 'on' ? $savedDocuments['LOA']['Chase Date'] : (\Input::post('DOCCHECK_LOA') != 'on' ? $date : ''), 'Notes' => ''), 'TaC' => array('Completed' => \Input::post('DOCCHECK_TaC') == 'on' ? 'Yes' : 'No', 'Chase Date' => isset($savedDocuments['TaC']['Chase Date']) && $savedDocuments['TaC']['Chase Date'] != '' && \Input::post('DOCCHECK_TaC') != 'on' ? $savedDocuments['TaC']['Chase Date'] : (\Input::post('DOCCHECK_TaC') != 'on' ? $date : ''), 'Notes' => ''), 'Section F' => array('Completed' => \Input::post('DOCCHECK_Section_F') == 'on' ? 'Yes' : 'No', 'Chase Date' => isset($savedDocuments['Section F']['Chase Date']) && $savedDocuments['Section F']['Chase Date'] != '' && \Input::post('DOCCHECK_Section_F') != 'on' ? $savedDocuments['Section F']['Chase Date'] : (\Input::post('DOCCHECK_Section_F') != 'on' ? $date : ''), 'Notes' => ''));
if ($ppiClient->pack_completed == 'no') {
// -- Only process if the pack isn't completed
// -------------------------------------------
// -- Save the document information back
// -------------------------------------
$ppiClient->savePackReturnedDocuments($documents);
$correspondence = \Crm\Ppi\Ppi_correspondence::forge((int) $clientID);
$correspondenceMsg = null;
// -- If any of the documents have missing infomation and it isn't currently being chased then send out a letter and paperwork, also add a new correspondence
// ----------------------------------------------------------------------------------------------------------------------------------------------------------
if (\Input::post('DOCCHECK_Creditor_Information') == 'on' && \Input::post('DOCCHECK_LOA') == 'on' && \Input::post('DOCCHECK_TaC') == 'on' && \Input::post('DOCCHECK_Section_F') == 'on') {
// -- All paperwork is now complete
// --------------------------------
// 1) Mark the Pack as complete
// 2) Create a correspondence that the pack is complete
$ppiClient->setPackCompleted();
$correspondence->saveNew(0, 2, 5, 0, 'Pack Completed');
} else {
$letterHead = array();
$letterBlank = array();
$missing = array();
$referralInfo = \Crm\Referrals\Referrals_class::forge((int) $correspondence->referral_id);
$creditors = $referralInfo->loadData('creditors');
$letterConfig = \Crm\Ppi\Ppi_class::loadLettersList((int) $ppiClient->company_id);
unset($referralInfo);
// -- Missing Creditor Information
// -------------------------------
if (\Input::post('DOCCHECK_Creditor_Information') != 'on' && $savedDocuments['Creditor Information']['Chase Date'] == '') {
$correspondenceMsg .= 'Pack Incomplete. Missing information found on the Creditor Information Section.' . "\r\n";
$letterHead[] = array('id' => $letterConfig['missing_loa'], 'qty' => 1, 'tray_id' => 2);
$letterBlank[] = array('id' => $letterConfig['ppi_form_of_authority'], 'qty' => count($creditors) > 0 ? count($creditors) : 3, 'tray_id' => 1);
$missing[] = '<li>Creditor name / Account Number</li>';
}
// -- Missing LOA
// --------------
if (\Input::post('DOCCHECK_LOA') != 'on' && $savedDocuments['LOA']['Chase Date'] == '') {
$correspondenceMsg .= 'Pack Incomplete. Missing information found on the LOA Section.' . "\r\n";
$letterHead[] = array('id' => $letterConfig['missing_loa'], 'qty' => 1, 'tray_id' => 2);
$letterBlank[] = array('id' => $letterConfig['ppi_form_of_authority'], 'qty' => count($creditors) > 0 ? count($creditors) : 3, 'tray_id' => 1);
$missing[] = '<li>Signed Form of Authority</li>';
}
// -- Missing Terms and Conditions
// -------------------------------
if (\Input::post('DOCCHECK_TaC') != 'on' && $savedDocuments['TaC']['Chase Date'] == '') {
$correspondenceMsg .= 'Pack Incomplete. Missing information found on the Terms and Conditions Section.' . "\r\n";
$letterHead[] = array('id' => $letterConfig['missing_tac'], 'qty' => 1, 'tray_id' => 2);
$letterBlank[] = array('id' => $letterConfig['terms_and_conditions_GAB'], 'qty' => 1, 'tray_id' => 1);
$missing[] = '<li>Signed Terms and Conditions</li>';
}
// -- Missing Section "F"
// ----------------------
if (\Input::post('DOCCHECK_Section_F') != 'on' && $savedDocuments['Section F']['Chase Date'] == '') {
$correspondenceMsg .= 'Pack Incomplete. Missing information Section F Isn\'t filled in.' . "\r\n";
$missing[] = '<li>Signed Section F</li>';
$printSectionF = true;
}
}
}
if (!is_null($correspondenceMsg)) {
// -- Pack is found to be incomplete. Set correspondence and send letter out
// -------------------------------------------------------------------------
$correspondence->saveNew(0, 2, 2, 0, $correspondenceMsg);
if ($ppiClient->company_id == 1) {
$timeSlot = 1;
} else {
if ($ppiClient->company_id == 3) {
$timeSlot = 2;
}
}
// -- Persolvo Letters
if (count($missing) > 1) {
unset($letterHead);
$letterHead[] = array('id' => $letterConfig['missing_several_documents'], 'qty' => 1, 'tray_id' => 2);
$extraData = array();
$freeText = '';
foreach ($missing as $missingText) {
$freeText .= $missingText;
}
$extraData = array('freeText' => $freeText);
}
#if(count($letterHead) > 0)
# \Crm\Letter\Pack::forge((int)$clientID,null,$letterHead)->setOutputFilename('ppi_missing_info_pack_coverletter_' . date("dmy") . '_' .(int)$clientID.'.pdf')->printLetter(2, 40)->timeSlot($timeSlot)->create();
\Crm\Letter\Letter::forge($clientID, null, $extraData)->writeContent($letterHead[0]['id'])->setOutputFilename('ppi_missing_info_pack_coverletter_' . date("dmy") . '_' . (int) $clientID . '.pdf')->printLetter($letterHead[0]['tray_id'])->timeSlot($timeSlot)->create();
if (count($letterBlank) > 0) {
\Crm\Letter\Pack::forge((int) $clientID, null, $letterBlank)->setOutputFilename('ppi_missing_info_pack_' . date("dmy") . '_' . (int) $clientID . '.pdf')->printLetter(1, 40)->timeSlot($timeSlot)->create();
}
if ($printSectionF == true) {
\Printmanager\Queue::add(DOCROOT . 'uploads/crm/forms/section_f_form.pdf', $timeSlot == 1 ? date('Y-m-d 14:00:00') : date('Y-m-d 20:30:00'), 1);
}
#\Printmanager\Queue::add(DOCROOT . 'uploads/crm/forms/section_f_form.pdf', ( (int)date('H') < 14 ) ? date('Y-m-d 14:00:00') : date('Y-m-d 20:30:00'), 1);
$correspondence->saveNew(0, 2, 3, 0, 'Letter Sent to Client');
}
// -- If all the documents have been completed, then set the Pack Completed field as Yes
// -------------------------------------------------------------------------------------
Response::redirect('crm/view_client/' . $clientID . '/');
}
public static function choice($questions = null, $portal_form = null, $apiKey = null)
{
// Before anything, do a duplicate check
$apiCheck = \Crm\Portal\Portal_Check::api_key($apiKey);
$surveyChoice = $apiCheck->survey;
$surveyDetails = \Model_Survey::find($surveyChoice);
$collectOnly = true;
if ($surveyDetails->type == 'CHOICE') {
$collectOnly = false;
} else {
$collectOnly = true;
}
$dupes = \Crm\Referrals\Referrals_model::duplicationCheck(array('forename' => isset($portal_form['first_name']) ? $portal_form['first_name'] : null, 'surname' => isset($portal_form['last_name']) ? $portal_form['last_name'] : null, 'post_code' => isset($portal_form['postcode']) ? $portal_form['postcode'] : null, 'tel_home' => isset($portal_form['phone_number']) ? $portal_form['phone_number'] : null, 'tel_work' => null, 'tel_mobile' => isset($portal_form['alt_phone']) ? $portal_form['alt_phone'] : null));
if (count($dupes) > 0) {
// We have a duplicate so lets find out where it comes from
} else {
$noppi = true;
$nodr = true;
}
$centerDetails = \Model_Call_Center::query()->where('api_key', $apiKey)->get_one();
$clientID = \Crm\Referrals\Referrals_model::createReferral(array('user_id' => '', 'company_id' => 3, 'product_id' => 1, 'dialler_lead_id' => isset($portal_form['lead_id']) ? $portal_form['lead_id'] : null, 'dialler_list_id' => isset($portal_form['list']) ? $portal_form['list'] : null, 'dialler_list_name' => '', 'introducer_agent_name' => isset($portal_form['agent']) ? $portal_form['agent'] : null, 'disposition_id' => '', 'title' => isset($portal_form['title']) ? $portal_form['title'] : null, 'forename' => isset($portal_form['first_name']) ? $portal_form['first_name'] : null, 'surname' => isset($portal_form['last_name']) ? $portal_form['last_name'] : null, 'street_and_number' => isset($portal_form['address1']) ? $portal_form['address1'] : null, 'area' => isset($portal_form['address2']) ? $portal_form['address2'] : null, 'district' => isset($portal_form['address3']) ? $portal_form['address3'] : null, 'town' => isset($portal_form['city']) ? $portal_form['city'] : null, 'county' => isset($portal_form['state']) ? $portal_form['state'] : null, 'post_code' => isset($portal_form['postal_code']) ? $portal_form['postal_code'] : null, 'date_of_birth' => isset($portal_form['date_of_birth']) ? $portal_form['date_of_birth'] : null, 'tel_home' => isset($portal_form['phone_number']) ? $portal_form['phone_number'] : null, 'tel_work' => 0, 'tel_mobile' => isset($portal_form['alt_phone']) ? $portal_form['alt_phone'] : null, 'email' => isset($portal_form['email']) ? $portal_form['email'] : null, 'notes' => isset($portal_form['comments']) ? $portal_form['comments'] : null, 'introducer_id' => $centerDetails->id));
\log::write('PPI-DEBUG', \Format::forge($questions)->to_json());
foreach ($questions as $questionId => $questionAnswer) {
if (substr($questionId, 0, 6) == "form-q") {
$answers = new \Model_Survey_Response();
$answers->reference = $clientID;
$answers->question_id = (int) str_replace("form-q", "", $questionId);
$answers->answer_id = !is_null($questionAnswer) ? $questionAnswer : "";
$answers->extra = !is_null($questions['form-e' . (int) str_replace("form-q", "", $questionId)]) ? $questions['form-e' . (int) str_replace("form-q", "", $questionId)] : "-";
$answers->save();
}
}
if (!$collectOnly) {
if ((int) $questions['form-q21'] == 126) {
return array('type' => 'DNQ', 'reason' => 'being in an IVA or Declared Bankrupt.');
} else {
if ((int) $questions['form-q19'] == 123 and (int) $questions['form-q20'] == 125) {
// Get client ID from the PPI system
$Referral = \Crm\Referrals\Referrals_class::forge($clientID);
$saveData['referralQuestions'] = $questions;
$Referral->saveData($saveData);
$Referral->product_id = 1;
$Referral->company_id = 3;
$Referral->save();
$Referral = \Crm\Referrals\Referrals_class::forge($clientID);
$Referral->setDisposition(14);
$Referral->sendForConsolidation();
return array('type' => 'PPI', 'clientID' => $clientID);
} else {
// Save details and get client ID from Debtsolv
$Debtsolv = \Crm\Referrals\Referrals_debtsolv_class::forge((int) $clientID);
$saveData['referralQuestions'] = $questions;
$Debtsolv->saveData($saveData);
$Debtsolv->product_id = 2;
$Debtsolv->company_id = 1;
$Debtsolv->save();
// Reload the referral
$Debtsolv = \Crm\Referrals\Referrals_debtsolv_class::forge((int) $clientID);
$client_ID = $Debtsolv->addNewLead();
$Debtsolv->setDisposition(25);
$Debtsolv->sendForDRConsolidation();
return array('type' => 'DR', 'clientID' => $client_ID);
}
}
} else {
return array('type' => 'DONE', 'clientID' => $client_ID);
}
return null;
}
