/**
* 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_createclient()
{
$this->template->title = 'Consolidate Client';
$data['titles'] = ClientClass::titleList();
$data['countries'] = ClientClass::countryList();
if ((int) isset($_GET['id'])) {
$referralData = Referrals_class::forge($_GET['id'])->values();
$clientID = ClientClass::createClient($referralData);
if ($clientID > 0) {
// -- Create a PPI account for the client
// --------------------------------------
$referralData['clientID'] = $clientID;
$ppiClientID = Ppi_class::createPpiClient($referralData);
print "Client ID: " . $clientID . " PPI Account ID: " . $ppiClientID;
} else {
print 0;
}
}
$this->template->content = View::forge(static::$_viewPath . '/index.php', $data);
}
