/**
* 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));
}
/**
* Create a new PPI Invoice
*
* @author David Stansfield
* @public
* @param int $clientID, int $claimID
*/
public function action_create_invoice()
{
// -- Check that one hasn't been created for this product
// ------------------------------------------------------
// -- Set the POST variables
// -------------------------
$clientID = \Input::post('Invoice_ClientID');
$productTypeID = \Input::post('Invoice_Product_Type_ID');
$clientProductID = \Input::post('Invoice_Client_Product_ID');
$referenceID = \Input::post('Invoice_ReferenceID');
$refundMethodID = \Input::post('Refund_Method');
$correspondence = \Crm\Ppi\Ppi_correspondence::forge((int) $clientID);
if ($refundMethodID > 0) {
$refundMethod = \Crm\Ppi\Ppi_class::getRefundMethod($refundMethodID);
}
$description = \Input::post('Invoice_Description');
$qty = \Input::post('Invoice_Qty');
$charge = \Input::post('Invoice_Charge');
$fee = \Input::post('Invoice_Fee');
$vatPc = \Input::post('VAT_Percentage');
$vat = 0;
$total = 0;
$feeTotal = $charge / 100 * $fee;
$total = $feeTotal * $qty;
$vat = $total / 100 * $vatPc;
$total = $total + $vat;
// -- Create the Invoice
// ---------------------
$details = array();
$details = array('description' => $description . (isset($refundMethod) ? ' | Chosen refund method is ' . $refundMethod : false), 'qty' => $qty, 'charge' => $charge, 'vat_pc' => $vatPc, 'vat_amount' => $vat, 'fee' => $fee, 'total' => $total);
$invoiceID = \Crm\Invoice\Invoice_class::createInvoice($clientID, $productTypeID, $clientProductID, $referenceID, $details);
if ($invoiceID > 0) {
// -- Invoice has been created in the system, now create a Refund Method entry
// ---------------------------------------------------------------------------
$refundData = array('claim_id' => $referenceID, 'invoice_id' => $invoiceID, 'method_id' => 0, 'refund_amount' => $charge);
if (\Crm\Ppi\Ppi_class::createRefundMethod($refundData)) {
// -- Print the Invoice
// --------------------
$extraData = array('date' => date("jS F Y"), 'invoiceDescription' => $description, 'invoiceQuantity' => $qty, 'invoiceCharge' => $charge, 'vatPc' => $vatPc, 'vatAmount' => $vat, 'totalGross' => $feeTotal, 'invoiceCostTotal' => $total, 'claimID' => $referenceID);
$fileName = 'invoice_' . $clientID . '_' . $invoiceID . '.pdf';
\Crm\Letter\Letter::forge($clientID, null, $extraData)->writeContent(27)->setOutputFilename($fileName)->printLetter(2)->create();
// -- Save Correspondence
// ----------------------
$correspondence = \Crm\Ppi\Ppi_correspondence::forge((int) $clientID);
$correspondence->saveNew($referenceID, 10, 28, 0, 'Invoice #' . $invoiceID . ' Created and printed <a href="/uploads/crm/letter/' . $fileName . '" target="_blank">View Letter</a>');
// -- Save the invoice ID to the claim
// -----------------------------------
$claim = \Crm\Ppi\Ppi_claims::forge($referenceID);
$claim->setInvoiceID($invoiceID);
$message = $invoiceID;
$status = 'done';
} else {
$message = 'Unable to save Refund Method';
$status = 'error';
}
} else {
$message = 'Unable to create a new invoice';
$status = 'error';
}
$this->response(array('status' => $status, 'message' => $message));
}
/**
* Load up all the possible extraData for the PPI letters
*
* @author David Stansfield
* @private
* @return array
*/
private function getExtraPPILetterData($clientID, $claimID)
{
$client = \Crm\ClientClass::forge((int) $clientID);
$ppiClient = \Crm\Ppi\Ppi_class::forge($clientID);
$claim = null;
if ($claimID > 0) {
$claim = \Crm\Ppi\Ppi_claims::forge((int) $claimID);
}
// -- Get the Agents Name
list($driver, $user_id) = \Auth::get_user_id();
$agentName = \DB::query("SELECT\n name\n FROM\n users\n WHERE\n id = " . $user_id . "\n LIMIT 1\n ", \DB::select())->execute()->as_array();
$extraData = array('creditorName' => is_object($claim) ? $claim->getCreditorDetails()->name : '', 'creditorAddress' => is_object($claim) ? $claim->getCreditorDetails()->address("<br />") : '', 'inlineClientAddress' => $client->address(), 'accountReference' => is_object($claim) ? $claim->account_ref : '', 'accountNumber' => is_object($claim) ? $claim->account_number : '', 'sortCode' => is_object($claim) ? $claim->sort_code : 'n/a', 'undersigned' => $agentName[0]['name'], 'date' => date("jS F Y"), 'packSentDate' => date("d/m/Y", strtotime($ppiClient->pack_sent_date)), 'claimID' => $claimID > 0 ? $claimID : '');
return $extraData;
}
public function action_view_client($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));
}
/**
* Create a new Partner
*
* @author David Stansfield
* @access public
* @param array $data Holds values to create a partner.
*/
public static function createPartner($data = array())
{
if (count($data) <= 0) {
\Log::write(1, 'No values were passed to create a Partner');
return;
}
$partnerID = 0;
$partnerID = \Crm\PartnerModel::createPartner($data);
if ($partnerID > 0) {
// -- Partner created, so now need to update the client ppi table with the partner.
// -- Need to change this to allow for different products.
// --------------------------------------------------------------------------------
\Crm\Ppi\Ppi_class::updatePartnerID($data['clientID'], $partnerID);
return true;
} else {
return false;
}
}
