/** * 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!')); } }
/** Save Partner Details * * @public * @author David Stansfield */ public function post_save_partner_information() { $clientID = \Input::post('ClientID'); $partnerID = \Input::post('PartnerID'); $partner = \Crm\PartnerClass::forge($partnerID); $partner->title = \Input::post('Title'); $partner->forename = \Input::post('Firstname'); $partner->surname = \Input::post('Surname'); $partner->streetAndNumber = \Input::post('Street-and-Number'); $partner->area = \Input::post('Area'); $partner->district = \Input::post('District'); $partner->town = \Input::post('Town'); $partner->county = \Input::post('County'); $partner->postCode = \Input::post('Post-Code'); $partner->dateOfBirth = \Input::post('Date-of-Birth') != 'Not Taken' ? date("Y-m-d", strtotime(\Input::post('Date-of-Birth'))) : false; $partner->telHome = \Input::post('Telephone-Home') == 'Not Taken' ? 0 : \Input::post('Telephone-Home'); $partner->telMobile = \Input::post('Telephone-Mobile') == 'Not Taken' ? 0 : \Input::post('Telephone-Mobile'); $partner->telWork = \Input::post('Telephone-Work') == 'Not Taken' ? 0 : \Input::post('Telephone-Work'); $partner->email = \Input::post('Email'); $partner->notes = \Input::post('Notes'); $partner->save(); Response::redirect('/crm/view_client/' . $clientID . '/'); }