MERGE_TEST_HR_BRANCH_TOKEN&MINOR_ISSUES
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commit
2a6ecc0469
@ -30,6 +30,10 @@ class Acl
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'#^/util/download_log#' => ['roles' => [ADMIN_ROLE_ID]],
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'#^/metaDashboardDemo#' => ['roles' => [ADMIN_ROLE_ID, HEAD_ROLE_ID]],
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'#^/metaTpaDashboardDemo#' => ['roles' => [ADMIN_ROLE_ID, HEAD_ROLE_ID]],
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'#^/sales/dashboard#' => ['roles' => [ADMIN_ROLE_ID, HEAD_ROLE_ID, STAFF_ROLE_ID]],
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'#^/sales#' => ['roles' => [ADMIN_ROLE_ID, HEAD_ROLE_ID, STAFF_ROLE_ID]],
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// ===================== PUBLIC DOWNLOADS / FORMS =====================
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'#^/download-#' => ['public' => true],
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@ -35,11 +35,11 @@ defined('COMPOSER_PATH') || define('COMPOSER_PATH', ROOTPATH . 'vendor/autoload.
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*/
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defined('SECOND') || define('SECOND', 1);
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defined('MINUTE') || define('MINUTE', 60);
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defined('HOUR') || define('HOUR', 3600);
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defined('DAY') || define('DAY', 86400);
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defined('WEEK') || define('WEEK', 604800);
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defined('MONTH') || define('MONTH', 2_592_000);
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defined('YEAR') || define('YEAR', 31_536_000);
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defined('HOUR') || define('HOUR', 3600);
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defined('DAY') || define('DAY', 86400);
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defined('WEEK') || define('WEEK', 604800);
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defined('MONTH') || define('MONTH', 2_592_000);
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defined('YEAR') || define('YEAR', 31_536_000);
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defined('DECADE') || define('DECADE', 315_360_000);
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/*
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@ -67,16 +67,16 @@ defined('DECADE') || define('DECADE', 315_360_000);
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| http://tldp.org/LDP/abs/html/exitcodes.html
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*/
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defined('EXIT_SUCCESS') || define('EXIT_SUCCESS', 0); // no errors
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defined('EXIT_ERROR') || define('EXIT_ERROR', 1); // generic error
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defined('EXIT_CONFIG') || define('EXIT_CONFIG', 3); // configuration error
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defined('EXIT_UNKNOWN_FILE') || define('EXIT_UNKNOWN_FILE', 4); // file not found
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defined('EXIT_UNKNOWN_CLASS') || define('EXIT_UNKNOWN_CLASS', 5); // unknown class
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defined('EXIT_SUCCESS') || define('EXIT_SUCCESS', 0); // no errors
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defined('EXIT_ERROR') || define('EXIT_ERROR', 1); // generic error
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defined('EXIT_CONFIG') || define('EXIT_CONFIG', 3); // configuration error
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defined('EXIT_UNKNOWN_FILE') || define('EXIT_UNKNOWN_FILE', 4); // file not found
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defined('EXIT_UNKNOWN_CLASS') || define('EXIT_UNKNOWN_CLASS', 5); // unknown class
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defined('EXIT_UNKNOWN_METHOD') || define('EXIT_UNKNOWN_METHOD', 6); // unknown class member
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defined('EXIT_USER_INPUT') || define('EXIT_USER_INPUT', 7); // invalid user input
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defined('EXIT_DATABASE') || define('EXIT_DATABASE', 8); // database error
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defined('EXIT__AUTO_MIN') || define('EXIT__AUTO_MIN', 9); // lowest automatically-assigned error code
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defined('EXIT__AUTO_MAX') || define('EXIT__AUTO_MAX', 125); // highest automatically-assigned error code
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defined('EXIT_USER_INPUT') || define('EXIT_USER_INPUT', 7); // invalid user input
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defined('EXIT_DATABASE') || define('EXIT_DATABASE', 8); // database error
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defined('EXIT__AUTO_MIN') || define('EXIT__AUTO_MIN', 9); // lowest automatically-assigned error code
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defined('EXIT__AUTO_MAX') || define('EXIT__AUTO_MAX', 125); // highest automatically-assigned error code
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/**
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* @deprecated Use \CodeIgniter\Events\Events::PRIORITY_LOW instead.
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@ -115,4 +115,19 @@ define('ACCOUNT_MANAGER_ROLE_ID', 3);
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define('STAFF_ROLE_ID', 4);
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define('HEAD_ROLE_ID', 5);
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/**
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* @Upload Allowed Extensions by Business Context
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*/
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define('UPLOAD_ALLOWED_EXTENSIONS', [
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'jpg', 'jpeg', 'png', 'gif', 'webp', 'svg',
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'pdf', 'doc', 'docx', 'odt', 'rtf',
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'xls', 'xlsx', 'ods', 'csv', 'txt',
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]);
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define('UPLOAD_EXT_IMAGES', ['jpg', 'jpeg', 'png']);
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define('UPLOAD_EXT_KYC_DOCS', ['pdf', 'jpg', 'jpeg', 'png']);
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define('UPLOAD_EXT_CLAIM_DOCS', ['pdf', 'jpg', 'jpeg', 'png']);
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define('UPLOAD_EXT_POLICY_DOCS', ['pdf', 'jpg', 'jpeg', 'png', 'xls', 'xlsx']);
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define('UPLOAD_EXT_LEAD_FILES', ['xls', 'xlsx', 'pdf', 'jpg', 'jpeg', 'png']);
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define('UPLOAD_EXT_EXCEL', ['xls', 'xlsx', 'ods', 'csv']);
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define('UPLOAD_EXT_MAIL_ATTACHMENTS', ['pdf', 'jpg', 'jpeg', 'png', 'doc', 'docx', 'xls', 'xlsx']);
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@ -11,10 +11,11 @@ $routes->options('(:any)', function() {
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});
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$routes->group('sheet', function ($routes) {
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$routes->get('(:any)', 'GoogleSheetController::editor/$1');
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$routes->get('(:any)/fetch', 'GoogleSheetController::fetch/$1');
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$routes->post('(:any)/save', 'GoogleSheetController::save/$1');
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$routes->get('(:any)/download', 'GoogleSheetController::download/$1');
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$routes->post('create', 'GoogleSheetController::create');
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$routes->get('(:segment)/fetch', 'GoogleSheetController::fetch/$1');
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$routes->post('(:segment)/save', 'GoogleSheetController::save/$1');
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$routes->get('(:segment)/download', 'GoogleSheetController::download/$1');
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$routes->get('(:segment)', 'GoogleSheetController::editor/$1');
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});
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@ -912,7 +913,7 @@ $routes->group('sales', function($routes) {
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$routes->get('/', 'SalesController::index');
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$routes->get('activities', 'SalesController::activities');
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$routes->get('loadactivities', 'SalesController::loadactivities');
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$routes->get('page/(:segment)', 'SalesController::noPage/$1');
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@ -996,6 +997,7 @@ $routes->group('sales', function($routes) {
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//Dashboard
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$routes->get('dashboard', 'SalesController::dashboard');
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$routes->get('branchLevelDashboard', 'SalesController::branchLevelDashboard');
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$routes->get('salesManagerLevelDashboard', 'SalesController::salesManagerLevelDashboard');
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});
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@ -101,23 +101,22 @@ class AppContentManagementController extends AdminController
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$file = $this->request->getFile('advertise_image');
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$client_id = $sanitized_post_data['client_id'] ?? null;
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//1) original file name for vaildations
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$fileName = $file->getClientName(); //original file name for vaildations
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$existing = $this->addImgModel->where('name', $fileName)->where('client_id', $fileName)->where('is_active', 1)->first();
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if($existing){ return $this->respond(['status' => false, 'message' => 'This file has already been uploaded in active state.'], 400); }
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//skip 1) and use this
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// $fileName = $file->getRandomName(); // Same Name Multiple time upload means different name
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if (!$file || !$file->isValid()) {
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return $this->respond(['status' => false, 'message' => 'No file uploaded or invalid file.'], 400);
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}
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// $uploadPath = WRITEPATH . 'uploads/advertiseImage/';
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if (!validate_upload_extension($file, UPLOAD_EXT_IMAGES)) {
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return $this->respond(['status' => false, 'message' => 'Only JPG, JPEG, PNG files are allowed.'], 400);
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}
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$fileName = sanitize_upload_filename($file->getClientName());
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$existing = $this->addImgModel->where('name', $fileName)->where('client_id', $client_id)->where('is_active', 1)->first();
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if($existing){ return $this->respond(['status' => false, 'message' => 'This file has already been uploaded in active state.'], 400); }
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$uploadPath = ROOTPATH . 'public/uploads/add_image_upload/';
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if (!is_dir($uploadPath)) mkdir($uploadPath, 0755, true);
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$file->move($uploadPath, $fileName);
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$id = $sanitized_post_data['add_image_id'] ?? null;
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@ -26,6 +26,13 @@ class ClaimsUploadController extends BaseController
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], 400);
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}
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if (!validate_upload_extension($file, UPLOAD_EXT_EXCEL)) {
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return $this->respond([
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'status' => 'failed',
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'message' => 'Only Excel files (xls, xlsx, ods, csv) are allowed.'
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], 400);
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}
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$data = [
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'client_id' => $this->request->getPost('client_id'),
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'tpa_id' => $this->request->getPost('tpa_id'),
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@ -1051,7 +1051,7 @@ class ClientController extends AdminController
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$uploadFilePath = ROOTPATH . 'public/uploads/logo/';
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$file_name = file_Upload($this->request->getFile('client_logo'), $uploadFilePath);
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$file_name = file_Upload($this->request->getFile('client_logo'), $uploadFilePath, UPLOAD_EXT_IMAGES);
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$data = $this->request->getPost();
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$sanitized_post_data = sanitizeInputArrayAdvanced($data);
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$sanitized_post_data['created_by'] = get_session_userid();
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@ -1149,7 +1149,7 @@ class ClientController extends AdminController
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$this->myLogger->logme('error', 'edit client general info function called');
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$uploadFilePath = ROOTPATH . 'public/uploads/logo/';
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$file_name = file_Upload($this->request->getFile('client_logo'), $uploadFilePath);
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$file_name = file_Upload($this->request->getFile('client_logo'), $uploadFilePath, UPLOAD_EXT_IMAGES);
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$id = $this->request->getPost('PrimaryKey');
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$data = $this->request->getPost();
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@ -1191,7 +1191,7 @@ class ClientController extends AdminController
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// print_r($data); die;
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unset($data['file_name']);
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$uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
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$File = file_Upload($this->request->getFile('file_name'), $uploadFilePath);
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$File = file_Upload($this->request->getFile('file_name'), $uploadFilePath, UPLOAD_EXT_KYC_DOCS);
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if (!empty($File)) {
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$data['file_name'] = $File;
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@ -1257,7 +1257,7 @@ class ClientController extends AdminController
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$file = $this->request->getFile('file_name');
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$fileName = file_Upload($file, $uploadFilePath);
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$fileName = file_Upload($file, $uploadFilePath, UPLOAD_EXT_KYC_DOCS);
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if (!empty($fileName)) {
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$sanitized_data['file_name'] = $fileName;
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@ -1313,7 +1313,7 @@ class ClientController extends AdminController
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$file = $this->request->getFile('file_name');
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$fileName = file_Upload($file, $uploadFilePath);
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$fileName = file_Upload($file, $uploadFilePath, UPLOAD_EXT_KYC_DOCS);
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if (!empty($fileName)) {
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$sanitized_data['file_name'] = $fileName;
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@ -1400,7 +1400,7 @@ class ClientController extends AdminController
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$file = $this->request->getFile('file_name');
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$uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
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$fileName = file_Upload($file, $uploadFilePath);
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$fileName = file_Upload($file, $uploadFilePath, UPLOAD_EXT_KYC_DOCS);
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if (!empty($fileName)) {
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$sanitized_data['file_name'] = $fileName;
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@ -1472,7 +1472,7 @@ class ClientController extends AdminController
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if ($uploadedFile && $uploadedFile->isValid() && !$uploadedFile->hasMoved()) {
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$new_file_name = file_Upload($uploadedFile, $uploadFilePath);
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$new_file_name = file_Upload($uploadedFile, $uploadFilePath, UPLOAD_EXT_KYC_DOCS);
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if (!$new_file_name) {
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return $this->respond(['status' => false, 'code' => 500, 'message' => 'New file upload failed on server.'], 200);
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}
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@ -3479,7 +3479,7 @@ class ClientController extends AdminController
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if (!empty($docName) && $file->isValid() && !$file->hasMoved()) {
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// Upload the file
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$uploadedFileName = file_Upload_for_lead($file, $uploadFilePath);
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$uploadedFileName = file_Upload_for_lead($file, $uploadFilePath, UPLOAD_EXT_KYC_DOCS);
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if ($uploadedFileName) {
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// Prepare data for each document upload
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File diff suppressed because it is too large
Load Diff
@ -6,6 +6,35 @@ use CodeIgniter\Controller;
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class GoogleSheetController extends Controller
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{
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protected GoogleSheetLib $sheetLib;
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public $config = [
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'permissions' => [
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'editors' => [
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'vitvelz@gmail.com', 'velz1990@gmail.com','venkateshraman786@gmail.com'
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// 'group:rfq-editors@company.com'
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],
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'viewers' => [],
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],
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'protections' => [
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[
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'range' => 'RFQ Page!B12:C12',
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'users' => [ //allowed users to edit this cell range
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'velz1990@gmail.com','vitvelz@gmail.com','firebase-adminsdk-mcdfe@nhance-ee8d1.iam.gserviceaccount.com'
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],
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'groups' => []
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],
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[
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'range' => 'Claims Page!A1',
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'users' => [
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'velz1990@gmail.com','venkateshraman786@gmail.com','firebase-adminsdk-mcdfe@nhance-ee8d1.iam.gserviceaccount.com'
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],
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'groups' => []
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]
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],
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'parentFolderId' => '19uySI-PSFQfFpZvMSnBtirXbwfCTXFBL', // RFQ folder
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];
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public function __construct()
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{
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@ -23,10 +52,16 @@ class GoogleSheetController extends Controller
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/* ---------- FETCH ---------- */
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public function fetch(string $sheetId)
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{
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// $data = $this->sheetLib->read($sheetId);
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$data = $this->sheetLib->read($sheetId);
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// print_rr($data);die;
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// return $this->response->setJSON($data);
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echo 'Hi';
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return $this->response->setJSON($data);
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// echo 'Hi';
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}
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public function sample(string $sheetId)
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{
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echo $sheetId;
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}
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/* ---------- SAVE ---------- */
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@ -63,4 +98,39 @@ class GoogleSheetController extends Controller
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)
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->setBody($content);
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}
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public function create()
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{
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try {
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$config = config('RfqConfig');
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// #$lib = new RfqGoogleSheetLib();
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// $templateId = $this->request->getPost('templateId');
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// if (!$templateId) {
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// throw new \Exception('Template ID missing');
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// }
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// $newSheetId = $this->sheetLib->copyTemplate(
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// $templateId,
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// 'RFQ_' . date('Ymd_His'),
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// $this->config['parentFolderId']
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// );
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$newSheetId = '1GXNDNXoWriClb5HCqPYd2GAY1T8aie_Hos0yAOoTaC0';
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// $this->sheetLib->applyPermissions($newSheetId, $this->config['permissions']);
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$this->sheetLib->applyProtections($newSheetId, $this->config['protections']);
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return $this->response->setJSON([
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'status' => 'success',
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'url' => $this->sheetLib->sheetUrl($newSheetId)
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]);
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} catch (\Throwable $e) {
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return $this->response
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->setStatusCode(500)
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->setJSON([
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'status' => 'error',
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'message' => $e->getMessage()
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]);
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}
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}
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}
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@ -302,8 +302,8 @@ class LeadsController extends BaseController
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public function viewLeadsList()
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{
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$data['tab_name'] = 'Leads';
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$data['page_name'] = 'Leads';
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$data['tab_name'] = 'Opportunities';
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$data['page_name'] = 'Opportunities';
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// Set basic data
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$data['issuer'] = $this->issuer;
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@ -372,7 +372,7 @@ class LeadsController extends BaseController
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'lead_type' => [
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'rules' => 'integer',
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'errors' => ['required' => 'Lead Type is required']
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'errors' => ['required' => 'Opportunity Type is required']
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],
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'issuer' => [
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'rules' => 'required',
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@ -825,6 +825,7 @@ class LeadsController extends BaseController
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$last_3_years_claims = $data['finyear'];
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$processedData[] = [
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'actual_lead_id' => $data['actual_lead_id'] ?? null,
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'lead_type' => $data['lead_type'],
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'issuer' => $data['issuer'],
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'client_type' => $data['client_type'],
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@ -934,10 +935,10 @@ class LeadsController extends BaseController
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}
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if (count($insertCount) > 0) {
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return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => 'New Lead created successfully', 'data' => $data], 200);
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return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => 'New Opportunity created successfully', 'data' => $data], 200);
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}
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return $this->respond(['status' => false, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' => $data], 200);
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return $this->respond(['status' => false, 'lead_id' => $insert, 'message' => "Failed to create Opportunity", 'data' => $data], 200);
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}
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private function updateOldLead($id, $data)
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@ -946,9 +947,9 @@ class LeadsController extends BaseController
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$this->insertMultiFilesData($data[0]['multi_file_data'], $id, $data[0]['lead_form_type']);
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$this->insertLeadStatus($id, $data[0]['status'], 3);
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return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Lead updated successfully", 'data' => $data], 200);
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return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Opportunity updated successfully", 'data' => $data], 200);
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}
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return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' => $data], 200);
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return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Opportunity", 'data' => $data], 200);
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}
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// Get the Single Lead data for edit uisng ajax (do not delete)
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@ -1035,7 +1036,7 @@ class LeadsController extends BaseController
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$multi_file_data = [];
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foreach ($files as $index => $value) {
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$file_name = file_Upload_for_lead($value, $uploadFilePath);
|
||||
$file_name = file_Upload_for_lead($value, $uploadFilePath, UPLOAD_EXT_LEAD_FILES);
|
||||
$multi_file_data[] = [
|
||||
'file_name' => $file_name,
|
||||
'docs_name' => $docs_names[$index],
|
||||
@ -1305,7 +1306,7 @@ class LeadsController extends BaseController
|
||||
|
||||
if (!$lead_data) {
|
||||
// Handle case where lead doesn't exist
|
||||
throw new \Exception('Lead not found');
|
||||
throw new \Exception('Opportunity not found');
|
||||
}
|
||||
|
||||
// 4. Conditional query - only fetch if needed
|
||||
@ -1494,7 +1495,7 @@ class LeadsController extends BaseController
|
||||
$lead_id = $data['lead_id'] ?? null;
|
||||
|
||||
if (!$lead_id) {
|
||||
return $this->respond(['status' => false, 'message' => 'Lead ID is required'], 400);
|
||||
return $this->respond(['status' => false, 'message' => 'Opportunity ID is required'], 400);
|
||||
}
|
||||
|
||||
$rfq_created = $this->RFQModel->where('lead_id', $lead_id)->where('is_active', 1)->countAllResults();
|
||||
@ -2796,7 +2797,7 @@ class LeadsController extends BaseController
|
||||
$file_name_with_path = WRITEPATH . "/uploads/lead_files/" . $lead_data['file_name'];
|
||||
|
||||
if (!$lead_data) {
|
||||
return ['status' => 'failed', 'message' => 'Lead data not found'];
|
||||
return ['status' => 'failed', 'message' => 'Opportunity data not found'];
|
||||
}
|
||||
|
||||
try{
|
||||
@ -5583,7 +5584,7 @@ class LeadsController extends BaseController
|
||||
// dd($file_name_with_path);
|
||||
|
||||
if (!$lead_data) {
|
||||
return ['status' => 'failed', 'message' => 'Lead data not found'];
|
||||
return ['status' => 'failed', 'message' => 'Opportunity data not found'];
|
||||
}
|
||||
|
||||
if ($lead_data['file_name']) {
|
||||
@ -6579,7 +6580,7 @@ class LeadsController extends BaseController
|
||||
return $this->respond([
|
||||
'status' => false,
|
||||
'code' => 400,
|
||||
'message' => 'Lead ID is required'
|
||||
'message' => 'Opportunity ID is required'
|
||||
], 400);
|
||||
}
|
||||
|
||||
|
||||
@ -367,7 +367,7 @@ class MasterController extends AdminController
|
||||
}
|
||||
|
||||
$uploadFilePath = ROOTPATH . 'public/uploads/logo/';
|
||||
$file_name = file_Upload($this->request->getFile('insurer_logo'), $uploadFilePath);
|
||||
$file_name = file_Upload($this->request->getFile('insurer_logo'), $uploadFilePath, UPLOAD_EXT_IMAGES);
|
||||
$data = $this->request->getPost();
|
||||
$sanitized_post_data = sanitizeInputArrayAdvanced($data);
|
||||
|
||||
@ -593,7 +593,7 @@ class MasterController extends AdminController
|
||||
}
|
||||
|
||||
$uploadFilePath = ROOTPATH . 'public/uploads/logo/';
|
||||
$file_name = file_Upload($this->request->getFile('insurer_logo'), $uploadFilePath);
|
||||
$file_name = file_Upload($this->request->getFile('insurer_logo'), $uploadFilePath, UPLOAD_EXT_IMAGES);
|
||||
$data = $this->request->getPost();
|
||||
$sanitized_post_data = sanitizeInputArrayAdvanced($data);
|
||||
$id = $sanitized_post_data['PrimaryKey'];
|
||||
@ -974,11 +974,11 @@ class MasterController extends AdminController
|
||||
|
||||
|
||||
$uploadFilePath = ROOTPATH . 'public/uploads/logo/';
|
||||
$file_name = file_Upload($this->request->getFile('tpa_logo'), $uploadFilePath);
|
||||
$file_name = file_Upload($this->request->getFile('tpa_logo'), $uploadFilePath, UPLOAD_EXT_IMAGES);
|
||||
|
||||
$template_bg_path = ROOTPATH . 'public/uploads/template_bg';
|
||||
$front_card_file_name = file_Upload($this->request->getFile('fc'), $template_bg_path);
|
||||
$back_card_file_name = file_Upload($this->request->getFile('bc'), $template_bg_path);
|
||||
$front_card_file_name = file_Upload($this->request->getFile('fc'), $template_bg_path, UPLOAD_EXT_IMAGES);
|
||||
$back_card_file_name = file_Upload($this->request->getFile('bc'), $template_bg_path, UPLOAD_EXT_IMAGES);
|
||||
|
||||
|
||||
$eCardTemplate = $sanitized_post_data['ecard_content'];
|
||||
@ -1264,11 +1264,11 @@ class MasterController extends AdminController
|
||||
|
||||
|
||||
$uploadFilePath = ROOTPATH . 'public/uploads/logo/';
|
||||
$file_name = file_Upload($this->request->getFile('tpa_logo'), $uploadFilePath);
|
||||
$file_name = file_Upload($this->request->getFile('tpa_logo'), $uploadFilePath, UPLOAD_EXT_IMAGES);
|
||||
|
||||
$template_bg_path = ROOTPATH . 'public/uploads/template_bg';
|
||||
$front_card_file_name = file_Upload($this->request->getFile('fc'), $template_bg_path);
|
||||
$back_card_file_name = file_Upload($this->request->getFile('bc'), $template_bg_path);
|
||||
$front_card_file_name = file_Upload($this->request->getFile('fc'), $template_bg_path, UPLOAD_EXT_IMAGES);
|
||||
$back_card_file_name = file_Upload($this->request->getFile('bc'), $template_bg_path, UPLOAD_EXT_IMAGES);
|
||||
|
||||
$id = $sanitized_post_data['PrimaryKey'] ?? null;
|
||||
|
||||
|
||||
@ -364,7 +364,7 @@ class NotificationController extends AdminController
|
||||
// Define upload path and attempt file upload
|
||||
$uploadFilePath = WRITEPATH . 'uploads/attachments';
|
||||
$uploadedFile = $this->request->getFile('file');
|
||||
$fileName = file_Upload_for_lead($uploadedFile, $uploadFilePath); // Assume file_Upload handles file saving
|
||||
$fileName = file_Upload_for_lead($uploadedFile, $uploadFilePath, UPLOAD_EXT_MAIL_ATTACHMENTS);
|
||||
|
||||
if ($fileName) {
|
||||
// Prepare data for insertion
|
||||
|
||||
@ -3411,7 +3411,7 @@ class PolicyTransactionController extends BaseController
|
||||
if (!empty($docName) && $file->isValid() && !$file->hasMoved()) {
|
||||
|
||||
// Upload the file
|
||||
$uploadedFileName = file_Upload_for_lead($file, $uploadFilePath);
|
||||
$uploadedFileName = file_Upload_for_lead($file, $uploadFilePath, UPLOAD_EXT_POLICY_DOCS);
|
||||
|
||||
if ($uploadedFileName) {
|
||||
// Prepare data for each document upload
|
||||
|
||||
@ -648,7 +648,8 @@ class RestAuthenticationController extends AdminController
|
||||
'function' => $th->getTrace()[0]['function'] ?? null,
|
||||
'class' => $th->getTrace()[0]['class'] ?? null,
|
||||
];
|
||||
return $this->respond(['status' => 'failed','code' => 500,'data' => $th, 'error_data' => $errorData],500);
|
||||
log_message('error', 'Error Data: ' . json_encode($errorData));
|
||||
return $this->respond(['status' => 'failed','code' => 500,'data' => $th],500);
|
||||
}
|
||||
}
|
||||
|
||||
@ -2345,7 +2346,7 @@ class RestAuthenticationController extends AdminController
|
||||
}
|
||||
|
||||
$decoded = $result['decoded'];
|
||||
$userId = $decoded['id'] ?? null;
|
||||
$userId = $decoded['post_hr_id'] ?? null;
|
||||
|
||||
if (!$userId) {
|
||||
return $this->respond([
|
||||
|
||||
@ -104,6 +104,10 @@ class RuleImportController extends AdminController
|
||||
return $this->response->setJSON(['status'=>false,'message'=>'No file uploaded or upload error']);
|
||||
}
|
||||
|
||||
if (!validate_upload_extension($file, UPLOAD_EXT_EXCEL)) {
|
||||
return $this->response->setJSON(['status'=>false,'message'=>'Only Excel/CSV files (xls, xlsx, ods, csv) are allowed.']);
|
||||
}
|
||||
|
||||
// Move uploaded file to writable temp location
|
||||
$tmpPath = WRITEPATH . 'uploads/' . $file->getRandomName();
|
||||
$file->move(WRITEPATH . 'uploads', $file->getName()); // keep original name inside uploads
|
||||
@ -140,6 +144,10 @@ class RuleImportController extends AdminController
|
||||
return $this->respond(['status' => false, 'code' => 404, 'message' => 'No file uploaded or upload error.'], 200);
|
||||
}
|
||||
|
||||
if (!validate_upload_extension($file, UPLOAD_EXT_EXCEL)) {
|
||||
return $this->respond(['status' => false, 'code' => 400, 'message' => 'Only Excel/CSV files (xls, xlsx, ods, csv) are allowed.'], 200);
|
||||
}
|
||||
|
||||
// ---------------------------------------------------------
|
||||
// 2. Read POST fields
|
||||
// ---------------------------------------------------------
|
||||
|
||||
@ -7,6 +7,7 @@ use App\Models\SalesActualLeadModel;
|
||||
use App\Models\SalesContactPersonModel;
|
||||
use App\Models\SalesActivityModel;
|
||||
use App\Models\SalesLeadNoteModel;
|
||||
use App\Models\UserModel;
|
||||
use CodeIgniter\HTTP\ResponseInterface;
|
||||
use CodeIgniter\API\ResponseTrait;
|
||||
|
||||
@ -18,6 +19,7 @@ class SalesController extends BaseController
|
||||
protected $contactModel;
|
||||
protected $activityModel;
|
||||
protected $noteModel;
|
||||
protected $userModel;
|
||||
|
||||
public function __construct()
|
||||
{
|
||||
@ -25,6 +27,7 @@ class SalesController extends BaseController
|
||||
$this->contactModel = new SalesContactPersonModel();
|
||||
$this->activityModel = new SalesActivityModel();
|
||||
$this->noteModel = new SalesLeadNoteModel();
|
||||
$this->userModel = new UserModel();
|
||||
}
|
||||
|
||||
|
||||
@ -32,12 +35,11 @@ class SalesController extends BaseController
|
||||
$data = $this->getSalesStaffData();
|
||||
|
||||
$data['tab_name'] = 'Leads';
|
||||
$data['page_name'] = 'Leads';
|
||||
|
||||
$data['page_name'] = 'Leads';
|
||||
return $this->loadLayout('sales/tracker_view', $data);
|
||||
}
|
||||
|
||||
public function activities(){
|
||||
public function loadactivities(){
|
||||
$data = $this->getSalesStaffData();
|
||||
|
||||
$data['tab_name'] = 'Activities';
|
||||
@ -46,6 +48,7 @@ class SalesController extends BaseController
|
||||
$data['leads'] = $this->leadModel->select('lead_id, company_name')
|
||||
->orderBy('lead_id', 'DESC')
|
||||
->findAll();
|
||||
|
||||
|
||||
return $this->loadLayout('sales/activity_view', $data);
|
||||
}
|
||||
@ -56,42 +59,36 @@ class SalesController extends BaseController
|
||||
private function getSalesStaffData(): array
|
||||
{
|
||||
$db = \Config\Database::connect();
|
||||
$logged_user_id = get_session_userid();
|
||||
$logged_user_id = get_session_userid();
|
||||
$role = get_role_id();
|
||||
$team_id = user_team();
|
||||
|
||||
$data = [
|
||||
'users' => [],
|
||||
'sales_manager_ids' => []
|
||||
];
|
||||
|
||||
// Get the Branch ID, Role, Team, and Name of the logged-in user
|
||||
$row = $db->table('user_profiles up')
|
||||
->select('up.id, up.first_name, up.last_name, up.nhance_branch_id, up.role, ut.team_id')
|
||||
->join('user_teams ut', 'ut.user_id = up.id', 'left')
|
||||
->where('up.is_active', 1)
|
||||
->where('up.id', $logged_user_id)
|
||||
->get()
|
||||
->getRow();
|
||||
|
||||
$row = $db->table('user_profiles')->select('*')
|
||||
->where('is_active', 1)->where('id', $logged_user_id)
|
||||
->get()->getRow();
|
||||
|
||||
$nhance_branch_id = $row ? $row->nhance_branch_id : null;
|
||||
$role = $row ? $row->role : null;
|
||||
$team_id = $row ? $row->team_id : null;
|
||||
|
||||
|
||||
// Is the logged-in user a Sales Manager? (Role 4, Team 5)
|
||||
if ($role == 4 && $team_id == 5) {
|
||||
|
||||
if ($role == 4 && in_array(5, $team_id)) {
|
||||
$data['sales_manager_ids'] = [$logged_user_id];
|
||||
|
||||
$data['users'] = [
|
||||
[
|
||||
'id' => $row->id,
|
||||
'sales_manager' => trim($row->first_name . ' ' . $row->last_name),
|
||||
'first_name' => $row->first_name,
|
||||
'nhance_branch_id' => $nhance_branch_id
|
||||
]
|
||||
];
|
||||
|
||||
}
|
||||
// Otherwise fetch ALL sales managers in this branch
|
||||
elseif ($nhance_branch_id) {
|
||||
elseif (in_array($role,[1,5])) {
|
||||
|
||||
$data['users'] = $db->table('user_profiles up')
|
||||
->select('up.id, up.first_name, up.last_name, up.nhance_branch_id')
|
||||
@ -142,9 +139,11 @@ class SalesController extends BaseController
|
||||
]);
|
||||
|
||||
// 2. Handle follow-up if requested
|
||||
$google_calender_response = [];
|
||||
if (!empty($data['schedule_followup']) && $data['schedule_followup'] === 'yes') {
|
||||
|
||||
$activity = $this->activityModel->find($id);
|
||||
$this->activityModel->insert([
|
||||
$activity_data = [
|
||||
'lead_id' => $activity['lead_id'],
|
||||
'activity_type' => $data['followup_type'],
|
||||
'notes' => $data['followup_notes'],
|
||||
@ -152,10 +151,14 @@ class SalesController extends BaseController
|
||||
'assigned_to' => $activity['assigned_to'],
|
||||
'status' => 'pending',
|
||||
'created_by' => $this->getUserId()
|
||||
]);
|
||||
];
|
||||
$this->activityModel->insert($activity_data);
|
||||
|
||||
// add google calender event
|
||||
$google_calender_response = $this->addCalenderEvent($activity_data);
|
||||
}
|
||||
|
||||
return $this->respond(['status' => 'success', 'message' => 'Activity updated']);
|
||||
return $this->respond(['status' => 'success', 'message' => 'Activity updated', 'google_calender_response' => $google_calender_response]);
|
||||
} catch (\Exception $e) {
|
||||
return $this->failServerError($e->getMessage());
|
||||
}
|
||||
@ -463,7 +466,8 @@ class SalesController extends BaseController
|
||||
'total' => $result['total'],
|
||||
'limit' => $limit,
|
||||
'offset' => $offset
|
||||
]);
|
||||
], 200);
|
||||
|
||||
} catch (\Exception $e) {
|
||||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||||
}
|
||||
@ -542,6 +546,9 @@ class SalesController extends BaseController
|
||||
if (!$this->activityModel->insert($data)) {
|
||||
return $this->fail($this->activityModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
|
||||
}
|
||||
|
||||
// add google calender event
|
||||
$response = $this->addCalenderEvent($data);
|
||||
|
||||
$activityId = $this->activityModel->getInsertID();
|
||||
$activity = $this->activityModel->find((int)$activityId);
|
||||
@ -549,7 +556,8 @@ class SalesController extends BaseController
|
||||
return $this->respondCreated([
|
||||
'status' => 'success',
|
||||
'message' => 'Activity created successfully',
|
||||
'data' => $activity
|
||||
'data' => $activity,
|
||||
'google_calender_response' => $response
|
||||
]);
|
||||
} catch (\Exception $e) {
|
||||
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
|
||||
@ -765,53 +773,160 @@ class SalesController extends BaseController
|
||||
|
||||
|
||||
// ==================== Dashboard ====================
|
||||
public function dashboard(){
|
||||
|
||||
public function branchLevelDashboard()
|
||||
$logged_user_id = get_session_userid();
|
||||
$role = get_role_id();
|
||||
$team_id = user_team();
|
||||
$payload = $this->request->getGet();
|
||||
|
||||
$db = \Config\Database::connect();
|
||||
|
||||
$row = $db->table('user_profiles')
|
||||
->select('*')
|
||||
->where('is_active', 1)
|
||||
->where('id', $logged_user_id)
|
||||
->get()
|
||||
->getRowArray();
|
||||
|
||||
$nhance_branch_id = $row ? $row['nhance_branch_id'] : null;
|
||||
|
||||
// dd($logged_user_id, $nhance_branch_id, $role, $team_id );
|
||||
|
||||
if (in_array($role,[1,5])) {
|
||||
|
||||
$sales_manager_ids = array_column(
|
||||
$db->table('user_profiles up')
|
||||
->select('up.id')
|
||||
->join('user_teams ut', 'ut.user_id = up.id')
|
||||
->where([
|
||||
'up.is_active' => 1,
|
||||
'ut.is_active' => 1,
|
||||
'up.role' => 4,
|
||||
'ut.team_id' => 5,
|
||||
'up.nhance_branch_id' => $nhance_branch_id
|
||||
])
|
||||
->get()
|
||||
->getResultArray(),
|
||||
'id'
|
||||
);
|
||||
$this->branchLevelDashboard($nhance_branch_id,$sales_manager_ids);
|
||||
|
||||
}
|
||||
elseif ($role == 4 && in_array(5, $team_id)) {
|
||||
$sales_manager_ids = [$logged_user_id];
|
||||
$this->salesManagerLevelDashboard($logged_user_id,$sales_manager_ids, $payload);
|
||||
}
|
||||
|
||||
}
|
||||
|
||||
public function branchLevelDashboard($branchId,$sales_manager_ids)
|
||||
{
|
||||
// Hardcoded branch ID as requested
|
||||
$branchId = 1;
|
||||
// $branchId = 1;
|
||||
|
||||
try {
|
||||
$sales_manager_ids = array_values(array_map('intval', $sales_manager_ids));
|
||||
|
||||
// Final safe check
|
||||
if (empty($sales_manager_ids)) {
|
||||
// No valid IDs — skip queries or return empty
|
||||
$total_leads = 0;
|
||||
$total_activity = 0;
|
||||
$total_completed_activity = 0;
|
||||
$total_pending_activity = 0;
|
||||
$pending_activities = [];
|
||||
$recent_activities = [];
|
||||
$teamPerformance = [];
|
||||
|
||||
$leadsOverview = [];
|
||||
} else {
|
||||
|
||||
if (empty($sales_manager_ids) || !is_array($sales_manager_ids)) {
|
||||
$sales_manager_ids = array_filter((array) $sales_manager_ids); // removes null, "", 0
|
||||
}
|
||||
|
||||
// 1. Lead Statistics
|
||||
$stats = $this->leadModel->getLeadStats(); // Using existing model method
|
||||
$total_leads = $this->leadModel->whereIn('assigned_to', $sales_manager_ids)->countAllResults(); // Use countAllResults, NOT countAll
|
||||
// echo $this->leadModel->getLastQuery();die();
|
||||
|
||||
// 2. Total activity
|
||||
$total_activity = $this->activityModel->whereIn('assigned_to', $sales_manager_ids)->countAllResults();
|
||||
|
||||
// 2. Activity Statistics
|
||||
$activityStats = [
|
||||
'total' => $this->activityModel->countAllResults(),
|
||||
'completed' => $this->activityModel->where('status', 'completed')->countAllResults(),
|
||||
'pending' => $this->activityModel->where('status', 'pending')->countAllResults(),
|
||||
];
|
||||
// 3. Completed activity
|
||||
$total_completed_activity = $this->activityModel->whereIn('assigned_to', $sales_manager_ids)->where('status', 'completed')->countAllResults();
|
||||
|
||||
// 3. Team Performance (Aggregating activity counts per user)
|
||||
// 4. Pending activity
|
||||
$total_pending_activity = $this->activityModel->whereIn('assigned_to', $sales_manager_ids)->where('status', 'pending')->countAllResults();
|
||||
|
||||
$db = \Config\Database::connect();
|
||||
|
||||
// 5. Team Performance
|
||||
$teamPerformance = $db->table('user_profiles as u')
|
||||
->select('u.first_name, u.last_name, u.profile as role,
|
||||
->select('u.first_name, u.last_name, r.role,
|
||||
(SELECT COUNT(*) FROM sales_activities WHERE assigned_to = u.id) as total_acts,
|
||||
(SELECT COUNT(*) FROM sales_activities WHERE assigned_to = u.id AND status = "completed") as done_acts')
|
||||
->join('roles r', 'r.id = u.role')
|
||||
->where('u.nhance_branch_id', $branchId)
|
||||
->whereIn('u.id', $sales_manager_ids)
|
||||
->where('u.is_active', 1)
|
||||
->get()->getResultArray();
|
||||
|
||||
// 4. Recent Activities (Joining for Lead Names)
|
||||
$recentActivities = $this->activityModel->select('sales_activities.*, sales_actual_leads.company_name')
|
||||
// 6. Recent Activities (Joining for Lead Names)
|
||||
$recent_activities = $this->activityModel->select('sales_activities.*, sales_actual_leads.company_name')
|
||||
->join('sales_actual_leads', 'sales_actual_leads.lead_id = sales_activities.lead_id')
|
||||
->orderBy('sales_activities.scheduled_date', 'DESC')
|
||||
->limit(6)
|
||||
->findAll();
|
||||
|
||||
// 7. Pending Activities (List)
|
||||
$pending_activities = $db->table('sales_activities sa')
|
||||
->select('sa.activity_id,sa.lead_id,sa.activity_type,sa.scheduled_date,sa.status,sa.assigned_to,sal.company_name,up.first_name AS assigned_to_name,sa.notes')
|
||||
->join('user_profiles up', 'up.id = sa.assigned_to', 'left')
|
||||
->join('sales_actual_leads sal', 'sal.lead_id = sa.lead_id', 'left') // ✅ ADD THIS
|
||||
->orderBy('sa.scheduled_date', 'DESC')
|
||||
->whereIn('sa.assigned_to', $sales_manager_ids)
|
||||
->where('sa.status', 'pending')
|
||||
->get()->getResultArray();
|
||||
|
||||
// 5. All Leads Overview
|
||||
$leadsOverview = $this->leadModel->select('sales_actual_leads.*, user_profiles.first_name, user_profiles.last_name')
|
||||
->join('user_profiles', 'user_profiles.id = sales_actual_leads.assigned_to', 'left')
|
||||
->findAll();
|
||||
|
||||
// 8. All Leads Overview
|
||||
$leadsOverview = $db->table('sales_actual_leads sal')
|
||||
->select('sal.lead_id,sal.company_name,sal.status,up.first_name AS assigned_to,
|
||||
COUNT(DISTINCT sa.activity_id) AS activities,
|
||||
COUNT(DISTINCT l.id) AS opportunities
|
||||
')
|
||||
->join('user_profiles up', 'up.id = sal.assigned_to', 'left')
|
||||
->join('sales_activities sa', 'sa.lead_id = sal.lead_id', 'left')
|
||||
->join('leads l', 'l.actual_lead_id = sal.lead_id', 'left')
|
||||
->groupBy('sal.lead_id, sal.company_name, sal.status, up.first_name')
|
||||
// ->having('COUNT(DISTINCT sa.activity_id) + COUNT(DISTINCT l.id) >', 0) // ← this line
|
||||
->orderBy('sal.created_at', 'DESC')
|
||||
->whereIn('sal.assigned_to', $sales_manager_ids)
|
||||
->get()
|
||||
->getResultArray();
|
||||
|
||||
// 9. Activity BrakDown
|
||||
$activityBreakdown = $db->table('sales_activities')
|
||||
->select("activity_type, COUNT(*) AS total, ROUND(COUNT(*) * 100.0 / {$total_activity}, 0) AS percentage", false)
|
||||
->whereIn('assigned_to', $sales_manager_ids)
|
||||
->groupBy('activity_type')
|
||||
->orderBy('total', 'DESC')
|
||||
->get()
|
||||
->getResultArray();
|
||||
}
|
||||
$data = [
|
||||
'total_leads' => $stats['total'],
|
||||
'total_activities' => $activityStats['total'],
|
||||
'completed_acts' => $activityStats['completed'],
|
||||
'pipeline_value' => '15.0L', // Hardcoded placeholder from PDF [cite: 14]
|
||||
'team' => $teamPerformance,
|
||||
'recent_acts' => $recentActivities,
|
||||
'leads_overview' => $leadsOverview
|
||||
'total_leads' => $total_leads,
|
||||
'total_acts' => $total_activity,
|
||||
'total_completed_acts' => $total_completed_activity,
|
||||
'total_pending_acts'=> $total_pending_activity,
|
||||
'pipeline_value' => '15.0L', // Hardcoded placeholder from PDF [cite: 14]
|
||||
'team' => $teamPerformance,
|
||||
'recent_acts' => $recent_activities,
|
||||
'pending_acts' => $pending_activities,
|
||||
'leads_overview' => $leadsOverview,
|
||||
'activity_breakdown'=> $activityBreakdown,
|
||||
'tab_name' => "Sales Dashboard",
|
||||
'page_name' => "Sales Dashboard"
|
||||
];
|
||||
|
||||
// dd($data);
|
||||
@ -825,16 +940,15 @@ class SalesController extends BaseController
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
public function salesManagerLevelDashboard()
|
||||
public function salesManagerLevelDashboard($userId,$sales_manager_ids, $payload = [])
|
||||
{
|
||||
$userId = get_session_userid();
|
||||
// $userId = get_session_userid();
|
||||
// $userId = 1;
|
||||
$db = \Config\Database::connect();
|
||||
|
||||
try {
|
||||
|
||||
$payload = $this->request->getGet();
|
||||
// $payload = $this->request->getGet();
|
||||
$current_fin_year = $payload['fy'] ?? getCurrentFinancialYear();
|
||||
|
||||
|
||||
@ -844,8 +958,12 @@ class SalesController extends BaseController
|
||||
->orderBy('fy_year', 'desc')
|
||||
->get()
|
||||
->getResultArray();
|
||||
|
||||
$fin_years = array_column($fin_years, 'fy_year');
|
||||
$fin_years[] = '2024-2025';
|
||||
|
||||
if(empty($fin_years)){
|
||||
$fin_years[] = $current_fin_year;
|
||||
}
|
||||
|
||||
$target = $db->table('sales_target')
|
||||
->where('user_id', $userId)
|
||||
@ -893,7 +1011,9 @@ class SalesController extends BaseController
|
||||
'recent_leads' => $recentLeads,
|
||||
'fin_years' => $fin_years,
|
||||
'display_fin_years' => format_financial_year($current_fin_year),
|
||||
'user_name' => get_session_userdata()->first_namee ?? ''
|
||||
'user_name' => get_session_userdata()->first_namee ?? '',
|
||||
'tab_name' => "Sales Dashboard",
|
||||
'page_name' => "Sales Dashboard"
|
||||
];
|
||||
|
||||
// dd($data);
|
||||
@ -928,4 +1048,84 @@ class SalesController extends BaseController
|
||||
|
||||
return $achievedAmountData[0]['achieved_amount'] ?? 0.00;
|
||||
}
|
||||
|
||||
public function addCalenderEvent($input)
|
||||
{
|
||||
try {
|
||||
|
||||
log_message('error', '[GOOGLE_CALENDER] Calendar Event Input: ' . json_encode($input));
|
||||
|
||||
/* ---------------- VALIDATION ---------------- */
|
||||
|
||||
if (empty($input['lead_id']) || empty($input['assigned_to']) || empty($input['scheduled_date'])) {
|
||||
log_message('error', '[GOOGLE_CALENDER] Calendar Event Missing Required Data');
|
||||
return [
|
||||
'status' => false,
|
||||
'message' => 'Required data missing'
|
||||
];
|
||||
}
|
||||
|
||||
/* ---------------- FETCH DATA ---------------- */
|
||||
|
||||
$lead_data = $this->leadModel
|
||||
->where('lead_id', $input['lead_id'])
|
||||
->first();
|
||||
|
||||
if (!$lead_data) {
|
||||
log_message('error', '[GOOGLE_CALENDER] Lead Not Found: ' . $input['lead_id']);
|
||||
return [
|
||||
'status' => false,
|
||||
'message' => 'Lead not found'
|
||||
];
|
||||
}
|
||||
|
||||
$user_data = $this->userModel
|
||||
->where('id', $input['assigned_to'])
|
||||
->first();
|
||||
|
||||
if (!$user_data) {
|
||||
log_message('error', '[GOOGLE_CALENDER] User Not Found: ' . $input['assigned_to']);
|
||||
return [
|
||||
'status' => false,
|
||||
'message' => 'Assigned user not found'
|
||||
];
|
||||
}
|
||||
|
||||
/* ---------------- SUMMARY ---------------- */
|
||||
|
||||
$summary = ucfirst($input['activity_type']) .
|
||||
' with ' .
|
||||
$lead_data['company_name'];
|
||||
|
||||
/* ---------------- GOOGLE PAYLOAD ---------------- */
|
||||
|
||||
$eventData = [
|
||||
'summary' => $summary,
|
||||
'meeting_date' => $input['scheduled_date'],
|
||||
'description' => $input['notes'] ?? '',
|
||||
'emails' => [$user_data['email']],
|
||||
];
|
||||
|
||||
log_message('error', '[GOOGLE_CALENDER] Google Calendar Payload: ' . json_encode($eventData));
|
||||
|
||||
/* ---------------- API CALL ---------------- */
|
||||
|
||||
$response = add_google_calender_event($eventData);
|
||||
|
||||
log_message('error', '[GOOGLE_CALENDER] Google Calendar Response: ' . json_encode($response));
|
||||
|
||||
return $response;
|
||||
|
||||
} catch (\Throwable $e) {
|
||||
|
||||
log_message('error', '[GOOGLE_CALENDER] Calendar Event Exception: ' . $e->getMessage());
|
||||
log_message('error', '[GOOGLE_CALENDER] Calendar Event Trace: ' . $e->getTraceAsString());
|
||||
|
||||
return [
|
||||
'status' => false,
|
||||
'message' => 'Calendar event failed',
|
||||
'error' => $e->getMessage()
|
||||
];
|
||||
}
|
||||
}
|
||||
}
|
||||
@ -1002,7 +1002,7 @@ class TestingController extends BaseController
|
||||
// 'dashboard' => 1
|
||||
'dashboard' => $database_id
|
||||
],
|
||||
'exp' => time() + (10 * 60) // 10 minutes
|
||||
'exp' => time() + (10 * 60), // 10 minutes
|
||||
];
|
||||
|
||||
if(!empty($policy_id)){
|
||||
|
||||
@ -3237,7 +3237,7 @@ class TicketController extends BaseController
|
||||
$file_data = [];
|
||||
if(isset($get_file_data) && !empty($get_file_data)){
|
||||
$file_path = WRITEPATH . 'uploads/claim_files/';
|
||||
$file_data = multi_file_Upload($get_file_data, $file_path, $get_docs_name);
|
||||
$file_data = multi_file_Upload($get_file_data, $file_path, $get_docs_name, UPLOAD_EXT_CLAIM_DOCS);
|
||||
}
|
||||
|
||||
if(!empty($file_data)){
|
||||
@ -3932,7 +3932,7 @@ class TicketController extends BaseController
|
||||
|
||||
if ($is_moved) {
|
||||
$file_path = WRITEPATH.'uploads/claims_mis';
|
||||
$filename = file_Upload_for_lead($file, $file_path);
|
||||
$filename = file_Upload_for_lead($file, $file_path, UPLOAD_EXT_EXCEL);
|
||||
$fileSize = $file->getSize(); // File size in bytes
|
||||
$fileSize = $fileSize / (1024 * 1024); // Convert to MB
|
||||
|
||||
@ -3983,7 +3983,7 @@ class TicketController extends BaseController
|
||||
}
|
||||
|
||||
$file_path = WRITEPATH.'uploads/claims_mis';
|
||||
$file_name = file_Upload_for_lead($file, $file_path);
|
||||
$file_name = file_Upload_for_lead($file, $file_path, UPLOAD_EXT_EXCEL);
|
||||
|
||||
if(!empty($file_name)){
|
||||
$data['file_name'] = $file_name;
|
||||
|
||||
@ -1009,8 +1009,15 @@ class UserController extends AdminController
|
||||
$fileId = $this->request->getPost('id');
|
||||
|
||||
if ($file && $file->isValid() && !$file->hasMoved()) {
|
||||
|
||||
$originalName = $file->getClientName();
|
||||
|
||||
if (!validate_upload_extension($file, UPLOAD_EXT_EXCEL)) {
|
||||
return $this->response->setJSON([
|
||||
'status' => 'error',
|
||||
'message' => 'Only Excel files (xls, xlsx, ods, csv) are allowed.',
|
||||
])->setStatusCode(400);
|
||||
}
|
||||
|
||||
$originalName = sanitize_upload_filename($file->getClientName());
|
||||
$extension = $file->getExtension();
|
||||
|
||||
$fileName = pathinfo($originalName, PATHINFO_FILENAME) . '_' . date('Ymd_His') . '.' . $extension;
|
||||
|
||||
@ -115,9 +115,19 @@ class AuthJWT implements FilterInterface
|
||||
}
|
||||
|
||||
// Refresh sliding expiration
|
||||
$model->update($id, [
|
||||
'token_time_out' => time() + getenv('TOKENTIMEOUT')
|
||||
]);
|
||||
$newExpiry = time() + getenv('TOKENTIMEOUT');
|
||||
|
||||
if (!isset($decoded['emp_code'])) {
|
||||
// HR user: refresh token_time_out across all branches (same mobile/email)
|
||||
// so switching branches doesn't cause an unexpected expiry
|
||||
$field = !empty($user['mobile']) ? 'mobile' : 'email';
|
||||
$model->where($field, $user[$field])
|
||||
->where('contact_type', 'client')
|
||||
->where('is_active', 1)
|
||||
->update(null, ['token_time_out' => $newExpiry]);
|
||||
} else {
|
||||
$model->update($id, ['token_time_out' => $newExpiry]);
|
||||
}
|
||||
|
||||
return true;
|
||||
}
|
||||
|
||||
@ -136,7 +136,7 @@ class JWTToken
|
||||
$token = $jwtParts[0];
|
||||
|
||||
try {
|
||||
$decoded = JWT::decode($token, new Key("secret", 'HS512'));
|
||||
$decoded = JWT::decode($token, new Key(env('JWT_SECRET'), 'HS512'));
|
||||
return json_encode(['status' => true, 'message' => 'Token is valid', 'data' =>$decoded->data->id ]);
|
||||
} catch (ExpiredException $e) {
|
||||
return json_encode(['status' => false, 'message' => 'Token has expired']);
|
||||
@ -158,7 +158,7 @@ class JWTToken
|
||||
$jwtParts = explode(' ', $jwt);
|
||||
$token = $jwtParts[1];
|
||||
|
||||
$decoded = JWT::decode($token, new Key("secret", 'HS512'));
|
||||
$decoded = JWT::decode($token, new Key(env('JWT_SECRET'), 'HS512'));
|
||||
return $decoded->id;
|
||||
}
|
||||
|
||||
@ -169,7 +169,7 @@ class JWTToken
|
||||
$jwtParts = explode(' ', $jwt);
|
||||
$token = $jwtParts[1];
|
||||
|
||||
$decoded = JWT::decode($token, new Key("secret", 'HS512'));
|
||||
$decoded = JWT::decode($token, new Key(env('JWT_SECRET'), 'HS512'));
|
||||
return $decoded->role;
|
||||
}
|
||||
|
||||
@ -181,7 +181,7 @@ class JWTToken
|
||||
$jwtParts = explode(' ', $jwt);
|
||||
$token = $jwtParts[1];
|
||||
|
||||
$decoded = JWT::decode($token, new Key("secret", 'HS512'));
|
||||
$decoded = JWT::decode($token, new Key(env('JWT_SECRET'), 'HS512'));
|
||||
return $decoded;
|
||||
}
|
||||
|
||||
|
||||
File diff suppressed because it is too large
Load Diff
@ -4,6 +4,7 @@ use Google_Client;
|
||||
use Google_Service_Sheets;
|
||||
use Google_Service_Drive;
|
||||
use Google_Service_Sheets_ValueRange;
|
||||
use Google_Service_Sheets_BatchUpdateSpreadsheetRequest;
|
||||
|
||||
class GoogleSheetLib
|
||||
{
|
||||
@ -11,13 +12,14 @@ class GoogleSheetLib
|
||||
protected Google_Service_Sheets $sheets;
|
||||
protected Google_Service_Drive $drive;
|
||||
|
||||
|
||||
public function __construct()
|
||||
{
|
||||
$this->client = new Google_Client();
|
||||
|
||||
// Service account JSON
|
||||
$this->client->setAuthConfig(
|
||||
ROOTPATH . 'gdrive-demo-394007-5b1d856b0c5b.json'
|
||||
ROOTPATH . 'nhance-ee8d1-e3c5269b1ec7.json'
|
||||
);
|
||||
|
||||
// IMPORTANT for service account
|
||||
@ -32,11 +34,12 @@ class GoogleSheetLib
|
||||
// Init services
|
||||
$this->sheets = new Google_Service_Sheets($this->client);
|
||||
$this->drive = new Google_Service_Drive($this->client);
|
||||
|
||||
}
|
||||
|
||||
/* ===================== READ ===================== */
|
||||
|
||||
public function read(string $spreadsheetId, string $range = 'Sheet1')
|
||||
public function read(string $spreadsheetId, string $range = 'RFQ Page')
|
||||
{
|
||||
$response = $this->sheets
|
||||
->spreadsheets_values
|
||||
@ -77,4 +80,205 @@ class GoogleSheetLib
|
||||
|
||||
return $response->getBody()->getContents();
|
||||
}
|
||||
|
||||
|
||||
/* ================= COPY TEMPLATE ================= */
|
||||
|
||||
public function copyTemplate(string $templateId, string $name, string $folderId): string
|
||||
{
|
||||
$file = $this->drive->files->copy(
|
||||
$templateId,
|
||||
new \Google_Service_Drive_DriveFile([
|
||||
'name' => $name,
|
||||
'parents' => [$folderId],
|
||||
|
||||
]),[
|
||||
'supportsAllDrives' => true,
|
||||
'fields' => 'id, name, parents'
|
||||
]
|
||||
);
|
||||
|
||||
return $file->id;
|
||||
}
|
||||
|
||||
/* ================= PERMISSIONS ================= */
|
||||
|
||||
public function applyPermissions(string $fileId, array $permissions)
|
||||
{
|
||||
foreach ($permissions['editors'] as $email) {
|
||||
$this->createPermission($fileId, $email, 'writer');
|
||||
}
|
||||
|
||||
foreach ($permissions['viewers'] as $email) {
|
||||
$this->createPermission($fileId, $email, 'reader');
|
||||
}
|
||||
}
|
||||
|
||||
private function createPermission(string $fileId, string $email, string $role)
|
||||
{
|
||||
$type = str_starts_with($email, 'group:') ? 'group' : 'user';
|
||||
$email = str_replace('group:', '', $email);
|
||||
|
||||
$this->drive->permissions->create(
|
||||
$fileId,
|
||||
new \Google_Service_Drive_Permission([
|
||||
'type' => $type,
|
||||
'role' => $role,
|
||||
'emailAddress' => $email
|
||||
]),
|
||||
['sendNotificationEmail' => false,'supportsAllDrives' => true]
|
||||
);
|
||||
}
|
||||
|
||||
/* ================= PROTECTIONS ================= */
|
||||
|
||||
public function applyProtectionsold(string $spreadsheetId, array $ranges)
|
||||
{
|
||||
$spreadsheet = $this->sheets->spreadsheets->get($spreadsheetId);
|
||||
$sheetId = $spreadsheet->getSheets()[0]->getProperties()->getSheetId();
|
||||
|
||||
$requests = [];
|
||||
|
||||
foreach ($ranges as $range) {
|
||||
[$sheetName, $a1] = explode('!', $range);
|
||||
|
||||
$requests[] = [
|
||||
'addProtectedRange' => [
|
||||
'protectedRange' => [
|
||||
'range' => [
|
||||
'sheetId' => $sheetId
|
||||
],
|
||||
'warningOnly' => false
|
||||
]
|
||||
]
|
||||
];
|
||||
}
|
||||
|
||||
$this->sheets->spreadsheets->batchUpdate(
|
||||
$spreadsheetId,
|
||||
new Google_Service_Sheets_BatchUpdateSpreadsheetRequest([
|
||||
'requests' => $requests
|
||||
])
|
||||
);
|
||||
}
|
||||
|
||||
|
||||
public function applyProtections(string $spreadsheetId, array $protections)
|
||||
{
|
||||
// Fetch spreadsheet metadata
|
||||
$spreadsheet = $this->sheets->spreadsheets->get(
|
||||
$spreadsheetId,
|
||||
['fields' => 'sheets(properties(sheetId,title,gridProperties))']
|
||||
);
|
||||
|
||||
// Map sheet names
|
||||
$sheetMap = [];
|
||||
foreach ($spreadsheet->getSheets() as $sheet) {
|
||||
$props = $sheet->getProperties();
|
||||
$sheetMap[$props->getTitle()] = [
|
||||
'sheetId' => $props->getSheetId(),
|
||||
'rowCount' => $props->getGridProperties()->getRowCount(),
|
||||
'colCount' => $props->getGridProperties()->getColumnCount(),
|
||||
];
|
||||
}
|
||||
|
||||
$requests = [];
|
||||
|
||||
foreach ($protections as $protection) {
|
||||
|
||||
$rangeStr = $protection['range'];
|
||||
|
||||
if (!str_contains($rangeStr, '!')) {
|
||||
throw new \Exception("Invalid range format: {$rangeStr}");
|
||||
}
|
||||
|
||||
[$sheetName, $a1] = explode('!', $rangeStr, 2);
|
||||
|
||||
if (!isset($sheetMap[$sheetName])) {
|
||||
throw new \Exception("Sheet not found: {$sheetName}");
|
||||
}
|
||||
|
||||
$sheetMeta = $sheetMap[$sheetName];
|
||||
|
||||
$gridRange = $this->convertA1ToGridRange(
|
||||
$a1,
|
||||
$sheetMeta['sheetId'],
|
||||
$sheetMeta['rowCount'],
|
||||
$sheetMeta['colCount']
|
||||
);
|
||||
|
||||
$protectedRange = [
|
||||
'range' => $gridRange,
|
||||
'description' => 'RFQ Protected Area',
|
||||
'warningOnly' => false,
|
||||
'editors' => [
|
||||
'users' => $protection['users'] ?? [],
|
||||
'groups' => $protection['groups'] ?? []
|
||||
]
|
||||
];
|
||||
|
||||
$requests[] = [
|
||||
'addProtectedRange' => [
|
||||
'protectedRange' => $protectedRange
|
||||
]
|
||||
];
|
||||
}
|
||||
|
||||
if (!empty($requests)) {
|
||||
$batch = new \Google_Service_Sheets_BatchUpdateSpreadsheetRequest([
|
||||
'requests' => $requests
|
||||
]);
|
||||
|
||||
$this->sheets->spreadsheets->batchUpdate($spreadsheetId, $batch);
|
||||
}
|
||||
|
||||
return true;
|
||||
}
|
||||
|
||||
/* ================= URL ================= */
|
||||
|
||||
public function sheetUrl(string $sheetId): string
|
||||
{
|
||||
return "https://docs.google.com/spreadsheets/d/{$sheetId}/edit";
|
||||
}
|
||||
|
||||
|
||||
private function convertA1ToGridRange($a1, $sheetId, $maxRows, $maxCols)
|
||||
{
|
||||
if (preg_match('/^([A-Z]+)(\d+)(?::([A-Z]+)(\d+))?$/i', $a1, $m)) {
|
||||
|
||||
$startCol = $this->colToIndex($m[1]);
|
||||
$startRow = intval($m[2]) - 1;
|
||||
|
||||
if (!empty($m[3])) {
|
||||
$endCol = $this->colToIndex($m[3]) + 1;
|
||||
$endRow = intval($m[4]);
|
||||
} else {
|
||||
$endCol = $startCol + 1;
|
||||
$endRow = $startRow + 1;
|
||||
}
|
||||
|
||||
return [
|
||||
'sheetId' => $sheetId,
|
||||
'startRowIndex' => $startRow,
|
||||
'endRowIndex' => $endRow,
|
||||
'startColumnIndex' => $startCol,
|
||||
'endColumnIndex' => $endCol
|
||||
];
|
||||
}
|
||||
|
||||
throw new \Exception("Unsupported A1 format: {$a1}");
|
||||
}
|
||||
|
||||
private function colToIndex($letters)
|
||||
{
|
||||
$letters = strtoupper($letters);
|
||||
$index = 0;
|
||||
for ($i = 0; $i < strlen($letters); $i++) {
|
||||
$index = $index * 26 + (ord($letters[$i]) - 64);
|
||||
}
|
||||
return $index - 1;
|
||||
}
|
||||
|
||||
|
||||
}
|
||||
|
||||
@ -68,6 +68,7 @@
|
||||
<div class="form-group col-md-6">
|
||||
<label for="mobile">CD Account Number<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="cd_ac_no_for_cd_master" name="cd_ac_no" onkeypress="return onlyNumbers(event)" required data-parsley-type="digits">
|
||||
<small style="margin-left: 10px;font-size: 10px;"><span class="text-danger" id="cd_ac_no_for_cd_master_errorr"></span></small>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-6">
|
||||
@ -126,12 +127,15 @@
|
||||
|
||||
console.log(res)
|
||||
if(res.status == true){
|
||||
toastr.warning(res.message, 'warning');
|
||||
|
||||
$('#cd_ac_no_for_cd_master_errorr').text(res.message);
|
||||
// toastr.warning(res.message, 'warning');
|
||||
// $('#cd_ac_no').val('');
|
||||
$('#cd_master_btn_Submit').prop('disabled',true);
|
||||
return;
|
||||
}
|
||||
$('#cd_master_btn_Submit').prop('disabled',false);
|
||||
$('#cd_ac_no_for_cd_master_errorr').text('');
|
||||
},
|
||||
error: function (xhr, status, error) {
|
||||
console.error(xhr.responseText);
|
||||
|
||||
@ -273,9 +273,7 @@
|
||||
<div class="card-body">
|
||||
<div class="row" style="padding-bottom: 10px;">
|
||||
<div class="col-6" style="align-self: center;">
|
||||
<h4 style="position: relative;">Client Onboarding <span id="client_heading"><?php if (isset($client)) {
|
||||
echo ' - ' . $client['client_name'];
|
||||
} ?></h4></span>
|
||||
<h4 style="position: relative;">Client Onboarding <span id="client_heading"><?php if (isset($client)) { echo ' - ' . $client['client_name']; } ?></span> </h4>
|
||||
</div>
|
||||
<div class="col-6" style="text-align: right;">
|
||||
<a href="<?= base_url("client/list"); ?>"><i class="mdi mdi-arrow-left" style="font-size: 17px;"></i></a>
|
||||
|
||||
@ -16,6 +16,28 @@
|
||||
|
||||
<button onclick="save()">💾 Save</button>
|
||||
<button onclick="download()">⬇ Download</button>
|
||||
<button onclick="createRfq()">🚀 Create RFQ</button>
|
||||
|
||||
<div id="result" style="margin-top:15px;"></div>
|
||||
|
||||
<script>
|
||||
function createRfq() {
|
||||
fetch('<?php echo base_url() ?>' +'/sheet/create', {
|
||||
method: 'POST',
|
||||
headers: {'Content-Type': 'application/x-www-form-urlencoded'},
|
||||
body: 'templateId=1efHU8EBkjTZTzOx115xRrtgz3kwvvVp0p5GbrvREfiw'
|
||||
})
|
||||
.then(r => r.json())
|
||||
.then(res => {
|
||||
if (res.status === 'success') {
|
||||
document.getElementById('result').innerHTML =
|
||||
`<a href="${res.url}" target="_blank">Open RFQ Sheet</a>`;
|
||||
} else {
|
||||
alert(res.message);
|
||||
}
|
||||
});
|
||||
}
|
||||
</script>
|
||||
|
||||
<hr>
|
||||
|
||||
@ -26,9 +48,9 @@
|
||||
const sheetId = "<?= esc($sheetId) ?>";
|
||||
alert('second');
|
||||
/* ---------- LOAD ---------- */
|
||||
fetch('<?php echo base_url() ?>' + `/sheet/${sheetId}/fetch`)
|
||||
.then(r => r.json())
|
||||
fetch('<?php echo base_url() ?>' + `sheet/${sheetId}/fetch`)
|
||||
.then(r => r.json())
|
||||
// .then(r => r.json())
|
||||
.then(render);
|
||||
|
||||
function render(data) {
|
||||
|
||||
@ -2073,11 +2073,11 @@
|
||||
<a href="<?= base_url('/leads/list') ?>" class="img-inactive">
|
||||
<img
|
||||
src="<?= base_url() . "public"; ?>/assets/images/leads_sb.png" alt="Logo" height="20">
|
||||
<span> Leads </span>
|
||||
<span> Opportunities </span>
|
||||
</a>
|
||||
</li>
|
||||
<?php } ?>
|
||||
<?php if (in_array(get_role_id(), [1, 2, 3, 5])) { ?>
|
||||
<?php if (in_array(get_role_id(), [1, 5]) || (get_role_id() == 4 && in_array(SALES_TEAM_ID, user_team()))) { ?>
|
||||
<li class="li-seperate" id="app-sales-tracker-li">
|
||||
<a id="app_sales_tracker" href="#sidebarSalesTrackermenu" data-toggle="collapse" class="waves-effect img-inactive" style="color: grey;">
|
||||
<img
|
||||
@ -2087,13 +2087,13 @@
|
||||
<div class="collapse" id="sidebarSalesTrackermenu">
|
||||
<ul class="nav-second-level">
|
||||
<li>
|
||||
<a href="<?= base_url('/sales/page/Dashboard') ?>"> <i class="ri-dashboard-line"></i> Dashboard </a>
|
||||
<a href="<?= base_url('/sales/dashboard') ?>"> <i class="ri-dashboard-line"></i> Dashboard </a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="<?= base_url('/sales') ?>"> <i class="ri-group-line"></i> Leads </a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="<?= base_url('/sales/activities') ?>"><i class="ri-flashlight-line"></i> Activities </a>
|
||||
<a href="<?= base_url('/sales/loadactivities') ?>"><i class="ri-flashlight-line"></i> Activities </a>
|
||||
</li>
|
||||
<!-- <li>
|
||||
<a href="<?= base_url('/sales/page/Opportunities') ?>"> <i class="ri-checkbox-circle-line"></i> Opportunities </a>
|
||||
|
||||
@ -39,7 +39,7 @@
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="filter_lead_type"> Lead Type <span class="text-danger"></span></label>
|
||||
<label for="filter_lead_type"> Opportunity Type <span class="text-danger"></span></label>
|
||||
<select class="form-control" id="filter_lead_type" name="filter_lead_type">
|
||||
<option value="0">Select</option>
|
||||
<?php
|
||||
|
||||
@ -165,10 +165,10 @@ $isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID, user_
|
||||
<div class="leadTypeTile">
|
||||
<div class="card dash-card" onclick="hide_and_show_tile(1,1)">
|
||||
<div class="card-block">
|
||||
<h4 class="mb-3">Leads</h4>
|
||||
<h4 class="mb-3">opportunities</h4>
|
||||
<h2 ><span class="span-color"><?= isset($lead_data) ? $lead_data['total'] : 0 ?></span>
|
||||
</h2>
|
||||
<h6><span class="text-danger">Lead Tracker</span></h6>
|
||||
<h6><span class="text-danger">Opportunity Tracker</span></h6>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@ -124,7 +124,7 @@
|
||||
<a href="<?= base_url('leads/list') ?>" style="cursor: pointer;">
|
||||
<i class="mdi mdi-chevron-left" style="font-size: 43px;"></i>
|
||||
</a>
|
||||
<span class="title-text" id="page_title" style="position: relative;">Add Lead</span>
|
||||
<span class="title-text" id="page_title" style="position: relative;">Add Opportunity</span>
|
||||
</h4>
|
||||
</div>
|
||||
<form role="form" class="parsley-examples" method="post" id="leads_form_id"
|
||||
@ -139,9 +139,9 @@
|
||||
<div class="form-row">
|
||||
|
||||
<div class="form-group col-md-4">
|
||||
<label for="lead_type">Lead Type<span class="text-danger">*</span></label>
|
||||
<label for="lead_type">Opportunity Type<span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="lead_type" name="lead_type" required>
|
||||
<option value="">Select Lead Type</option>
|
||||
<option value="">Select Opportunity Type</option>
|
||||
<?php
|
||||
if (isset($lead_type) && count($lead_type)) {
|
||||
foreach ($lead_type as $key => $value) {
|
||||
@ -739,7 +739,7 @@
|
||||
|
||||
hide_list_show_add();
|
||||
|
||||
var page_title = 'Edit Lead';
|
||||
var page_title = 'Edit Opportunity';
|
||||
|
||||
$('#page_title').text(page_title);
|
||||
$('#leads_primarykey').val(res.data.id);
|
||||
|
||||
@ -604,7 +604,8 @@ if (isset($selected_lead_type)) {
|
||||
|
||||
let isFirstField = container.childElementCount === 0; // Check if it's the first field
|
||||
let placeholder = isFirstField ? 'First file must be Demography.' : '';
|
||||
let accept = isFirstField ? '.xls,.xlsx' : '';
|
||||
let accept = isFirstField ? '.xls,.xlsx' : '.xls,.xlsx,.pdf,.jpg,.jpeg,.png';
|
||||
let accept_text = isFirstField ? 'First file: Excel only (.xls, .xlsx)' : 'Files: PDF, Excel (.xlsx, .xls), Images (.png, .jpg, .jpeg)';
|
||||
|
||||
|
||||
if(selected_lead_form_type != 1){
|
||||
@ -640,12 +641,12 @@ if (isset($selected_lead_type)) {
|
||||
|
||||
<div class="col-auto" style="align-content: center;">
|
||||
<label>File Upload </label> <br>
|
||||
<span class="text-danger">PDF | Excel (XLSX, XLS) | Images (PNG, JPG)</span>
|
||||
</div>
|
||||
<div class="col-md-3">
|
||||
<div class="input-icon">
|
||||
<input type="file" class="form-control" id="file_name_${fileIndex}" name="file_name_${increment}[]" accept="${accept}" style="background: #F5FFFF !important;">
|
||||
<i class="mdi mdi-upload additional-icon"></i>
|
||||
<small style="margin-left: 10px;font-size: 10px;"><span class="text-danger">${accept_text}</span></small>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@ -954,7 +955,7 @@ if (isset($selected_lead_type)) {
|
||||
|
||||
hide_list_show_add();
|
||||
|
||||
$('#page_title').text('Edit Lead');
|
||||
$('#page_title').text('Edit Opportunity');
|
||||
$('#leads_primarykey').val(data.id || '');
|
||||
$('#actual_lead_id').val(data.actual_lead_id || 0);
|
||||
$('#policy_start_date').val(data.policy_end_date || '');
|
||||
@ -1129,7 +1130,7 @@ if (isset($selected_lead_type)) {
|
||||
}
|
||||
}
|
||||
|
||||
$('#page_title').text('Edit Lead');
|
||||
$('#page_title').text('Edit Opportunity');
|
||||
$('#leads_primarykey').val(data.id || '');
|
||||
$('#actual_lead_id').val(data.actual_lead_id || 0);
|
||||
$('#policy_start_date').val(data.policy_end_date || '');
|
||||
|
||||
@ -151,7 +151,7 @@ table.dataTable tbody td {
|
||||
<div class="card-body">
|
||||
<div class="row" style="margin-bottom:1rem;">
|
||||
<div class="col-6" style="align-self: center;">
|
||||
<h4 style="position: relative;">Leads List</h4>
|
||||
<h4 style="position: relative;">Opportunities List</h4>
|
||||
</div>
|
||||
|
||||
<div class="col-3" id="status_change" style="text-align: right; position: relative;top: 56px; left: 291px;">
|
||||
@ -165,7 +165,7 @@ table.dataTable tbody td {
|
||||
<thead class="bg-light">
|
||||
<tr>
|
||||
<th><div class="column-header">S.No </div></th>
|
||||
<th><div class="column-header">Lead Type </div></th>
|
||||
<th><div class="column-header">Opportunity Type </div></th>
|
||||
<th><div class="column-header">Issuer </div></th>
|
||||
<th><div class="column-header">Client Type </div></th>
|
||||
<th><div class="column-header">Client / Branch </div></th>
|
||||
@ -257,7 +257,7 @@ table.dataTable tbody td {
|
||||
<div class="modal-dialog modal-dialog-centered">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header">
|
||||
<h4 class="modal-title" id="myCenterModalLabel">Select Lead Type</h4>
|
||||
<h4 class="modal-title" id="myCenterModalLabel">Select Opportunity Type</h4>
|
||||
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
@ -265,14 +265,14 @@ table.dataTable tbody td {
|
||||
<div class="radio-option selected" onclick="selectOption(this, 'lead_eb')">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="lead_form_type" id="lead_eb" value="1" checked>
|
||||
<label class="form-check-label" for="lead_eb">Lead EB</label>
|
||||
<label class="form-check-label" for="lead_eb">EB</label>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="radio-option" onclick="selectOption(this, 'lead_non_eb')">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="lead_form_type" id="lead_non_eb" value="2">
|
||||
<label class="form-check-label" for="lead_non_eb">Lead Non-EB</label>
|
||||
<label class="form-check-label" for="lead_non_eb">Non-EB</label>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@ -467,7 +467,7 @@ table.dataTable tbody td {
|
||||
lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
|
||||
buttons: [
|
||||
{
|
||||
text: 'Add',
|
||||
text: '<i class="mdi mdi-plus" ></i><span class=" btn-custom"> Add </span>',
|
||||
className: 'btn app-btn-primary mr-2',
|
||||
action: function(e, dt, node, config) {
|
||||
openLeadTypeAskModal();
|
||||
@ -481,7 +481,7 @@ table.dataTable tbody td {
|
||||
{
|
||||
extend: 'csv',
|
||||
text: '<i class="mdi mdi-file-delimited " ></i><span class=" btn-custom"> CSV </span>',
|
||||
title: 'Policy-Tranction-Inception-List',
|
||||
title: 'Opportunity-List',
|
||||
className: 'app-btn-primary ',
|
||||
exportOptions: {
|
||||
columns: ':not(:last-child)'
|
||||
@ -523,7 +523,7 @@ table.dataTable tbody td {
|
||||
// let Lead_type = $('#openLeadTypeAskModal').val()
|
||||
let Lead_type = $('input[name="lead_form_type"]:checked').val();
|
||||
console.log('Lead_type ', Lead_type)
|
||||
let url = '<?=base_url('/util/getLeadNonEB/')?>' + Lead_type
|
||||
let url = '<?=base_url('/util/getLeadNonEB/')?>' + Lead_type + '/0';
|
||||
console.log('url ', url)
|
||||
window.location.href = url;
|
||||
|
||||
|
||||
@ -66,7 +66,7 @@
|
||||
<a href="<?= base_url('leads/list') ?>" style="cursor: pointer;" type="button" id="btnAdd">
|
||||
<i class="mdi mdi-chevron-left" style="font-size: 43px;"></i>
|
||||
</a>
|
||||
<span class="title-text" id="page_title" style="position: relative;">Add Lead</span>
|
||||
<span class="title-text" id="page_title" style="position: relative;">Add Opportunity</span>
|
||||
</h4>
|
||||
</div>
|
||||
<form role="form" class="parsley-examples" method="post" id="leads_non_eb_form_id"
|
||||
@ -81,9 +81,9 @@
|
||||
<div class="form-row">
|
||||
|
||||
<div class="form-group col-md-4">
|
||||
<label for="lead_type">Lead Type<span class="text-danger">*</span></label>
|
||||
<label for="lead_type">Opportunity Type<span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="lead_type" name="lead_type" required>
|
||||
<option value="">Select Lead Type</option>
|
||||
<option value="">Select Opportunity Type</option>
|
||||
<?php
|
||||
if (isset($lead_type) && count($lead_type)) {
|
||||
foreach ($lead_type as $key => $value) {
|
||||
|
||||
@ -8,6 +8,8 @@ $increment = 1;
|
||||
$isFirstField = ($index === 0);
|
||||
$placeholder = $isFirstField ? 'First file must be Demography.' : '';
|
||||
$accept = $isFirstField ? '.xls,.xlsx' : '.xls,.xlsx,.pdf,.jpg,.jpeg,.png';
|
||||
$accept_text = $isFirstField ? 'First file: Excel only (.xls, .xlsx)' : 'Files: PDF, Excel (.xlsx, .xls), Images (.png, .jpg, .jpeg)';
|
||||
|
||||
$displayIndex = $index + 1;
|
||||
?>
|
||||
|
||||
@ -35,6 +37,7 @@ $increment = 1;
|
||||
<div class="input-icon">
|
||||
<input type="file" class="form-control" id="file_name_<?= $displayIndex ?>" name="file_name_<?= $increment ?>[]" accept="<?= $accept ?>" onchange="showFileName(this, <?= $displayIndex ?>)" style="background: #F5FFFF !important;">
|
||||
<i class="mdi mdi-upload additional-icon"></i>
|
||||
<small style="margin-left: 10px;font-size: 10px;"><span class="text-danger"><?= $accept_text ?></span></small>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@ -67,6 +70,7 @@ $increment = 1;
|
||||
<input type="file" class="form-control" id="file_name_1"
|
||||
name="file_name_1[]" accept=".xls,.xlsx" onchange="showFileName(this, 1)" style="background: #F5FFFF !important;">
|
||||
<i class="mdi mdi-upload additional-icon"></i>
|
||||
<small style="margin-left: 10px;font-size: 10px;"><span class="text-danger">First file: Excel only (.xls, .xlsx)</span></small>
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-auto">
|
||||
|
||||
File diff suppressed because it is too large
Load Diff
@ -9,6 +9,38 @@
|
||||
.stat-change { font-size: 11px; margin-top: 8px; font-weight: 600; }
|
||||
.text-success { color: #48bb78; }
|
||||
|
||||
.card-hero {
|
||||
background: white;
|
||||
padding: 25px;
|
||||
border-radius: 12px;
|
||||
border: 1px solid #edf2f7;
|
||||
box-shadow: 0 4px 6px rgba(0,0,0,0.05);
|
||||
position: relative;
|
||||
overflow: hidden;
|
||||
transition: transform 0.2s ease;
|
||||
}
|
||||
|
||||
/* The Gradient Overlay Effect */
|
||||
.card-hero::before {
|
||||
content: "";
|
||||
position: absolute;
|
||||
top: 0;
|
||||
left: 0;
|
||||
width: 100%;
|
||||
height: 4px; /* Thin line at the top */
|
||||
background: linear-gradient(90deg, #4facfe 0%, #00f2fe 100%);
|
||||
}
|
||||
|
||||
.card-hero:hover {
|
||||
transform: translateY(-5px);
|
||||
box-shadow: 0 10px 15px rgba(0,0,0,0.1);
|
||||
}
|
||||
|
||||
/* Optional: Subtle Background Gradient */
|
||||
.card-hero.gradient-bg {
|
||||
background: linear-gradient(135deg, #ffffff 0%, #f8faff 100%);
|
||||
}
|
||||
|
||||
.main-grid { display: grid; grid-template-columns: 2fr 1fr; gap: 20px; margin-bottom: 30px; }
|
||||
.table-header { display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px; }
|
||||
|
||||
@ -29,10 +61,18 @@
|
||||
.status-pill { padding: 4px 12px; border-radius: 20px; font-size: 11px; font-weight: 700; display: inline-block; }
|
||||
.status-completed { background: #f0fff4; color: #38a169; }
|
||||
.status-pending { background: #fffaf0; color: #dd6b20; }
|
||||
.status-new { background: #e3f2fd; color: #1976d2; }
|
||||
.status-potential { background: #fff3e0; color: #f57c00; }
|
||||
.status-prospects { background: #e8f5e9; color: #388e3c; }
|
||||
.status-not-a-prospects { background: #ffebee; color: #d32f2f; }
|
||||
|
||||
.empty-state { text-align: center; padding: 60px 20px; color: #999; }
|
||||
.empty-icon { width: 80px; height: 80px; margin: 0 auto 20px; background: #f5f5f5; border-radius: 50%; display: flex; align-items: center; justify-content: center; font-size: 36px; }
|
||||
|
||||
</style>
|
||||
|
||||
<div class="dash-container">
|
||||
<div class="top-header">
|
||||
<!-- <div class="top-header">
|
||||
<div>
|
||||
<h2 style="font-weight: 800; color: #1a202c; font-size: 24px;">Dashboard</h2>
|
||||
<p style="color: #718096; font-size: 14px; margin-top: 4px;">Overview of your branch</p>
|
||||
@ -40,36 +80,41 @@
|
||||
<div style="position: relative;">
|
||||
<input type="text" placeholder="Search leads, activities....." style="background:white; padding:12px 20px; border-radius:10px; border:1px solid #e2e8f0; width: 350px; font-size: 13px;">
|
||||
</div>
|
||||
</div>
|
||||
</div> -->
|
||||
|
||||
<div class="stat-cards">
|
||||
<div class="card">
|
||||
<div class="stat-val">4</div>
|
||||
<div class="card-hero">
|
||||
<div class="stat-val"><?php echo $total_leads; ?></div>
|
||||
<div class="stat-label">Total Leads</div>
|
||||
<div class="stat-change text-success">↑ 12% this month</div>
|
||||
<!-- <div class="stat-change text-success">↑ 12% this month</div> -->
|
||||
</div>
|
||||
<div class="card">
|
||||
<div class="stat-val">6</div>
|
||||
<div class="card-hero">
|
||||
<div class="stat-val"><?php echo $total_acts ?></div>
|
||||
<div class="stat-label">Total Activities</div>
|
||||
<div class="stat-change text-success">↑ 5% this month</div>
|
||||
<!-- <div class="stat-change text-success">↑ 5% this month</div> -->
|
||||
</div>
|
||||
<div class="card">
|
||||
<div class="stat-val">1</div>
|
||||
<div class="card-hero">
|
||||
<div class="stat-val"><?php echo $total_pending_acts ?></div>
|
||||
<div class="stat-label">Pending Activities</div>
|
||||
<!-- <div class="stat-change text-success">↑ 15% this month</div> -->
|
||||
</div>
|
||||
<div class="card-hero">
|
||||
<div class="stat-val"><?php echo $total_completed_acts ?></div>
|
||||
<div class="stat-label">Completed Activities</div>
|
||||
<div class="stat-change text-success">↑ 15% this month</div>
|
||||
<!-- <div class="stat-change text-success">↑ 15% this month</div> -->
|
||||
</div>
|
||||
<div class="card">
|
||||
<!-- <div class="card">
|
||||
<div class="stat-val">₹15.0L</div>
|
||||
<div class="stat-label">Pipeline Value</div>
|
||||
<div class="stat-change text-success">↑ 18% this month</div>
|
||||
</div>
|
||||
</div> -->
|
||||
</div>
|
||||
|
||||
<div class="main-grid">
|
||||
<div class="card">
|
||||
<div class="table-header">
|
||||
<h3 style="font-size: 16px; font-weight: 700;">Recent Activities - All Team</h3>
|
||||
<span style="color: #718096; font-size: 12px; font-weight: 600;">6 activities</span>
|
||||
<h3 style="font-size: 16px; font-weight: 700;">Pending Activities - All Team</h3>
|
||||
<span style="color: #718096; font-size: 12px; font-weight: 600;"><?= count($pending_acts) . ' ' . (count($pending_acts) == 1 ? 'activity' : 'activities') ?></span>
|
||||
</div>
|
||||
<table>
|
||||
<thead>
|
||||
@ -81,70 +126,136 @@
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><strong>Venba Infotech</strong></td>
|
||||
<td>
|
||||
<div style="color: #ff6b35; font-weight: 700; font-size: 11px;">CALL</div>
|
||||
<div style="font-size: 12px; color: #718096;">John Doe</div>
|
||||
</td>
|
||||
<td style="color: #4a5568; font-weight: 500;">20 Feb 2026</td>
|
||||
<td><span class="status-pill status-completed">Completed</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><strong>Acme Corporation</strong></td>
|
||||
<td>
|
||||
<div style="color: #ff6b35; font-weight: 700; font-size: 11px;">EMAIL</div>
|
||||
<div style="font-size: 12px; color: #718096;">John Doe</div>
|
||||
</td>
|
||||
<td style="color: #4a5568; font-weight: 500;">20 Feb 2026</td>
|
||||
<td><span class="status-pill status-pending">Pending</span></td>
|
||||
</tr>
|
||||
<?php if (!empty($pending_acts)): ?>
|
||||
<?php foreach ($pending_acts as $a): ?>
|
||||
<?php
|
||||
$activityIcons = [
|
||||
'Call' => '📞',
|
||||
'Email' => '✉️',
|
||||
'Meeting' => '📅',
|
||||
'Visit' => '🚗',
|
||||
'Demo' => '🖥️',
|
||||
'Share' => '📄',
|
||||
'Todo' => '✓'
|
||||
];
|
||||
$icon = $activityIcons[$a['activity_type']] ?? '📌';
|
||||
$statusClass = strtolower(str_replace(' ', '-', $a['status']));
|
||||
$formattedscheduledDate = date('M d, Y, h:i A', strtotime($a['scheduled_date']));
|
||||
?>
|
||||
<tr>
|
||||
<td><strong><?= esc($a['company_name']) ?></strong></td>
|
||||
<td>
|
||||
<div style="color: #ff6b35; font-weight: 700; font-size: 11px;">
|
||||
<?= $icon ?> <?= strtoupper(esc($a['activity_type'])) ?>
|
||||
</div>
|
||||
<div style="font-size: 12px; color: #718096;">
|
||||
<?= esc($a['assigned_to_name'] ?? 'ID: ' . $a['assigned_to']) ?>
|
||||
</div>
|
||||
<!-- <div style="font-size: 12px; color: #718096;">
|
||||
<?= esc($a['notes'] ?? 'ID: ' . $a['assigned_to']) ?>
|
||||
</div> -->
|
||||
</td>
|
||||
<td style="color: #4a5568; font-weight: 500;"><?= $formattedscheduledDate ?></td>
|
||||
<td><span class="status-pill status-<?= $statusClass ?>"><?= ucfirst(esc($a['status'])) ?></span></td>
|
||||
</tr>
|
||||
<?php endforeach; ?>
|
||||
<?php else: ?>
|
||||
<tr>
|
||||
<td colspan="4">
|
||||
<div class="empty-state">
|
||||
<div class="empty-icon">✓</div> No activities found
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
<?php endif; ?>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<div class="card">
|
||||
|
||||
<h3 style="font-size: 16px; font-weight: 700; margin-bottom: 15px;">Sales Team Performance</h3>
|
||||
<div class="team-member">
|
||||
<div class="member-img" style="background: #ff6b35;">V</div>
|
||||
<div style="flex: 1;">
|
||||
<div style="font-weight: 700; font-size: 14px;">Venkat 3.0</div>
|
||||
<div style="font-size: 11px; color: #718096;">Sales Manager</div>
|
||||
</div>
|
||||
<div class="act-stats">
|
||||
<div class="total">6 acts</div>
|
||||
<div class="done">1 done</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="team-member">
|
||||
<div class="member-img" style="background: #4a5568;">P</div>
|
||||
<div style="flex: 1;">
|
||||
<div style="font-weight: 700; font-size: 14px;">Pavi_the_Staff V</div>
|
||||
<div style="font-size: 11px; color: #718096;">Sales Staff</div>
|
||||
</div>
|
||||
<div class="act-stats">
|
||||
<div class="total">0 acts</div>
|
||||
<div class="done">0 done</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<?php foreach ($team as $member) {
|
||||
$firstLetter = strtoupper(substr($member['first_name'], 0, 1));
|
||||
$fullName = $member['first_name'] . ' ' . $member['last_name'];
|
||||
$totalActs = $member['total_acts'];
|
||||
$doneActs = $member['done_acts'];
|
||||
$role = $member['role']; // fix your DB first
|
||||
|
||||
// Random or consistent color based on name
|
||||
$colors = ['#ff6b35', '#667eea', '#48bb78', '#ed8936', '#9f7aea'];
|
||||
$colorIndex = abs(crc32($member['first_name'])) % count($colors);
|
||||
$color = $colors[$colorIndex];
|
||||
|
||||
echo "
|
||||
<div class='team-member'>
|
||||
<div class='member-img' style='background: {$color};'>{$firstLetter}</div>
|
||||
<div style='flex: 1;'>
|
||||
<div style='font-weight: 700; font-size: 14px;'>{$fullName}</div>
|
||||
<div style='font-size: 11px; color: #718096;'>{$role}</div>
|
||||
</div>
|
||||
<div class='act-stats'>
|
||||
<div class='total'>{$totalActs} acts</div>
|
||||
<div class='done'>{$doneActs} done</div>
|
||||
</div>
|
||||
</div>";
|
||||
} ?>
|
||||
|
||||
|
||||
<div class="card breakdown-card">
|
||||
<h3 style="font-size: 15px; font-weight: 700; margin-bottom: 20px;">Activity Breakdown</h3>
|
||||
<div class="breakdown-item"><span><span class="dot" style="background: #ff6b35;"></span> Call</span><strong>42%</strong></div>
|
||||
<!-- <div class="breakdown-item"><span><span class="dot" style="background: #ff6b35;"></span> Call</span><strong>42%</strong></div>
|
||||
<div class="breakdown-item"><span><span class="dot" style="background: #48bb78;"></span> Email</span><strong>25%</strong></div>
|
||||
<div class="breakdown-item"><span><span class="dot" style="background: #4299e1;"></span> Meeting</span><strong>18%</strong></div>
|
||||
<div class="breakdown-item"><span><span class="dot" style="background: #ecc94b;"></span> Visit</span><strong>10%</strong></div>
|
||||
<div class="breakdown-item"><span><span class="dot" style="background: #9f7aea;"></span> Demo</span><strong>5%</strong></div>
|
||||
<div class="breakdown-item"><span><span class="dot" style="background: #9f7aea;"></span> Demo</span><strong>5%</strong></div> -->
|
||||
<?php
|
||||
$activityConfig = [
|
||||
'Call' => ['color' => '#ff6b35', 'icon' => '📞'],
|
||||
'Email' => ['color' => '#48bb78', 'icon' => '✉️'],
|
||||
'Meeting' => ['color' => '#4299e1', 'icon' => '📅'],
|
||||
'Visit' => ['color' => '#ecc94b', 'icon' => '🚗'],
|
||||
'Demo' => ['color' => '#9f7aea', 'icon' => '🖥️'],
|
||||
'Share' => ['color' => '#ed8936', 'icon' => '📄'],
|
||||
'Todo' => ['color' => '#718096', 'icon' => '✓'],
|
||||
];
|
||||
?>
|
||||
|
||||
<?php if (!empty($activity_breakdown)): ?>
|
||||
<?php foreach ($activity_breakdown as $item): ?>
|
||||
<?php
|
||||
$type = $item['activity_type'];
|
||||
$color = $activityConfig[$type]['color'] ?? '#718096';
|
||||
$icon = $activityConfig[$type]['icon'] ?? '📌';
|
||||
?>
|
||||
<div class="breakdown-item">
|
||||
<span>
|
||||
<span style="background: <?= $color ?>;"></span>
|
||||
<?= $icon ?> <?= esc($type) ?>
|
||||
</span>
|
||||
<strong><?= $item['percentage'] ?>%</strong>
|
||||
</div>
|
||||
<?php endforeach; ?>
|
||||
<?php else: ?>
|
||||
<div class="empty-state">
|
||||
<div class="empty-icon">✓</div> No activities found
|
||||
</div>
|
||||
<?php endif; ?>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card">
|
||||
<div class="card" style="grid-column: 1 / -1; width: 100%; box-sizing: border-box;">
|
||||
<div class="table-header">
|
||||
<h3 style="font-size: 16px; font-weight: 700;">All Leads Overview</h3>
|
||||
<span style="color: #718096; font-size: 12px; font-weight: 600;">Click a lead to see details</span>
|
||||
<h3 style="font-size: 16px; font-weight: 700;">All Leads Overview <?php echo !empty($leads_overview) ? "<i>(".count($leads_overview).")</i>" : ""; ?></h3>
|
||||
<!-- <span style="color: #718096; font-size: 12px; font-weight: 600;">Click a lead to see details</span> -->
|
||||
<a href="<?= base_url('sales') ?>"
|
||||
style="color: #718096; font-size: 12px; font-weight: 600; text-decoration: none; padding: 4px 8px; transition: color 0.2s ease; display: inline-block; cursor: pointer;"
|
||||
onmouseover="this.style.color='#ff6b35';"
|
||||
onmouseout="this.style.color='#718096';">
|
||||
Click a lead to see details
|
||||
</a>
|
||||
</div>
|
||||
<table>
|
||||
<thead>
|
||||
@ -152,25 +263,31 @@
|
||||
<th>Company</th>
|
||||
<th>Status</th>
|
||||
<th>Assigned To</th>
|
||||
<th>Activities</th>
|
||||
<th>Opportunities</th>
|
||||
<th style="text-align: center !important;">Activities</th>
|
||||
<th style="text-align: center !important;">Opportunities</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><strong>Venba Infotech</strong></td>
|
||||
<td><span style="background: #edf2f7; color: #4a5568; font-size: 10px; padding: 3px 10px; border-radius: 12px; font-weight: 700; text-transform: uppercase;">New</span></td>
|
||||
<td style="color: #4a5568;">John Doe</td>
|
||||
<td><div style="text-align: center; font-weight: 700;">1</div></td>
|
||||
<td><div style="text-align: center; font-weight: 700;">1</div></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><strong>Acme Corporation</strong></td>
|
||||
<td><span style="background: #fff3e0; color: #f57c00; font-size: 10px; padding: 3px 10px; border-radius: 12px; font-weight: 700; text-transform: uppercase;">Potential</span></td>
|
||||
<td style="color: #4a5568;">John Doe</td>
|
||||
<td><div style="text-align: center; font-weight: 700;">1</div></td>
|
||||
<td><div style="text-align: center; font-weight: 700;">0</div></td>
|
||||
</tr>
|
||||
<?php if (!empty($leads_overview)): ?>
|
||||
<?php foreach ($leads_overview as $lead): ?>
|
||||
<?php $statusClass = strtolower(str_replace(' ', '-', $lead['status'])); ?>
|
||||
<tr>
|
||||
<td><strong><?= esc($lead['company_name']) ?></strong></td>
|
||||
<td><span class="status-pill status-<?= $statusClass ?>"><?= esc($lead['status']) ?></span></td>
|
||||
<td><?= esc($lead['assigned_to'] ?? 'Unassigned') ?></td>
|
||||
<td><div style="text-align: center; font-weight: 700;"><?= $lead['activities'] ?></div></td>
|
||||
<td><div style="text-align: center; font-weight: 700;"><?= $lead['opportunities'] ?></div></td>
|
||||
</tr>
|
||||
<?php endforeach; ?>
|
||||
<?php else: ?>
|
||||
<tr>
|
||||
<td colspan="5">
|
||||
<div class="empty-state">
|
||||
<div class="empty-icon">👤</div> No leads found
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
<?php endif; ?>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
@ -19,6 +19,52 @@
|
||||
|
||||
.lead-initial { width: 35px; height: 35px; background: #f0f0f0; border-radius: 50%; display: flex; align-items: center; justify-content: center; font-weight: bold; color: #ff6b35; }
|
||||
.status-pill { font-size: 10px; padding: 2px 10px; border-radius: 12px; font-weight: 600; }
|
||||
|
||||
/* Modals */
|
||||
.modal { display: none; position: fixed; top: 0; left: 0; right: 0; bottom: 0; background: rgba(0,0,0,0.5); z-index: 2000; align-items: center; justify-content: center; }
|
||||
.modal.active { display: flex; }
|
||||
.modal-content { background: white; border-radius: 12px; width: 90%; max-width: 800px; max-height: 90vh; overflow-y: auto; display: flex; flex-direction: column; }
|
||||
.modal-header { padding: 5px 25px; border-bottom: 1px solid #e0e0e0; display: flex; justify-content: space-between; align-items: center; }
|
||||
.modal-body { padding: 25px; flex: 1; }
|
||||
.form-group { margin-bottom: 20px; }
|
||||
.form-label { display: block; margin-bottom: 8px; font-size: 14px; font-weight: 500; }
|
||||
.form-row { display: grid; grid-template-columns: 1fr 1fr; gap: 15px; }
|
||||
|
||||
.empty-state { text-align: center; padding: 60px 20px; color: #999; }
|
||||
.empty-icon { width: 80px; height: 80px; margin: 0 auto 20px; background: #f5f5f5; border-radius: 50%; display: flex; align-items: center; justify-content: center; font-size: 36px; }
|
||||
input, select, textarea { background-color: white !important; border-radius: 6px !important; box-shadow: none !important; border-color: #ddd !important; }
|
||||
input, select, textarea { width: 400px; padding: 10px 15px; border: 1px solid #e0e0e0; border-radius: 8px; font-size: 14px; outline: none; }
|
||||
input:focus, select:focus, textarea:focus { border-color: #ff6b35; outline: none; /* removes blue browser outline */ }
|
||||
.modal .form-control { transition: 0.2s ease; }
|
||||
|
||||
.modal .form-control:focus { border-color: #ff6b35; box-shadow: 0 0 0 2px rgba(255, 107, 53, 0.2);
|
||||
outline: none;
|
||||
}
|
||||
|
||||
.btn-primary { background: #ff6b35; color: white; border: none; padding: 10px 20px; border-radius: 8px; cursor: pointer; font-size: 14px; font-weight: 500; transition: all 0.2s; }
|
||||
.btn-primary:hover { background: #ff5722; transform: translateY(-1px); }
|
||||
.btn-complete { background: #4caf50; color: white; border: none;padding: 8px 16px; border-radius: 6px; cursor: pointer; font-size: 13px; transition: all 0.2s;}
|
||||
.btn-complete:hover { background: #4caf50; transform: translateY(-1px); }
|
||||
.btn-view { background: #f0f0f0; color: #666; border: none; padding: 8px 16px; border-radius: 6px; cursor: pointer; font-size: 13px; transition: all 0.2s;}
|
||||
.btn-view:hover { background: #f0f0f0; transform: translateY(-1px); }
|
||||
|
||||
/* Fix for the grid layout on smaller screens */
|
||||
@media (max-width: 992px) {
|
||||
.dashboard-grid { grid-template-columns: 1fr; }
|
||||
}
|
||||
|
||||
/* Fix for inputs inside modal rows */
|
||||
/* input, select, textarea {
|
||||
width: 100%; * Change from 400px to 100% *
|
||||
box-sizing: border-box; * Ensures padding doesn't add to width *
|
||||
padding: 10px 15px;
|
||||
border: 1px solid #e0e0e0;
|
||||
border-radius: 8px;
|
||||
font-size: 14px;
|
||||
} */
|
||||
|
||||
|
||||
|
||||
</style>
|
||||
|
||||
<div class="my-dash">
|
||||
@ -70,27 +116,57 @@
|
||||
</div>
|
||||
</div>
|
||||
|
||||
|
||||
|
||||
<div class="dashboard-grid">
|
||||
<div class="list-card">
|
||||
<div style="display:flex; justify-content:space-between; margin-bottom:15px; align-items: center;">
|
||||
<h3 style="font-size:16px; font-weight: 700; margin: 0;">My Upcoming Activities</h3>
|
||||
<span style="color:#ff6b35; font-size:12px; font-weight: 600;"><?= $acts['pending'] ?> pending</span>
|
||||
</div>
|
||||
<?php foreach($upcoming as $u): ?>
|
||||
<!-- <?php foreach($upcoming as $u): ?>
|
||||
<div class="list-item">
|
||||
<div>
|
||||
<div style="font-weight:600; font-size:14px; color: #333;"><?= $u['company_name'] ?></div>
|
||||
<div style="font-size:11px; color:#999; margin-top: 3px;"><?= strtoupper($u['activity_type'] ?? 'EMAIL') ?> - <?= date('d Mar Y', strtotime($u['scheduled_date'])) ?></div>
|
||||
</div>
|
||||
<button class="badge-done">✓ Mark as completed</button>
|
||||
<button class="badge-done" onclick="openComp(<?= $u['activity_id'] ?>,<?= $u['lead_id'] ?>)">✓ Mark as completed</button>
|
||||
</div>
|
||||
<?php endforeach; ?> -->
|
||||
<?php foreach($upcoming as $u):
|
||||
$activityIcons = [ 'Call' => '📞', 'Email' => '✉️', 'Meeting' => '📅', 'Visit' => '🚗', 'Demo' => '🖥️', 'Share' => '📄', 'Todo' => '✓' ];
|
||||
$icon = $activityIcons[$u['activity_type']] ?? '📌';
|
||||
$formattedscheduledDate = date('M d, Y, h:i A', strtotime($u['scheduled_date']));
|
||||
?>
|
||||
<div class="list-item" style="display: flex; align-items: center; gap: 15px;">
|
||||
<div class="lead-initial" style="flex-shrink: 0;">
|
||||
<?= $icon ?>
|
||||
</div>
|
||||
|
||||
<div style="flex-grow: 1; display: flex; flex-direction: column; min-width: 0;">
|
||||
<div style="font-weight: 700; font-size: 14px; color: #333; overflow: hidden; text-overflow: ellipsis; white-space: nowrap;">
|
||||
<?= esc($u['company_name']) ?>
|
||||
</div>
|
||||
<div style="font-size: 11px; color: #999; margin-top: 2px; white-space: nowrap;">
|
||||
<span style="color: #ff6b35; font-weight: 600;"><?= strtoupper($u['activity_type'] ?? 'EMAIL') ?></span>
|
||||
- <?= $formattedscheduledDate ?>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div style="flex-shrink: 0;">
|
||||
<button class="badge-done" onclick="openComp(<?= $u['activity_id'] ?>, <?= $u['lead_id'] ?>)">
|
||||
✓ Mark as completed
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
<?php endforeach; ?>
|
||||
</div>
|
||||
|
||||
|
||||
<div class="list-card">
|
||||
<h3 style="font-size:16px; font-weight: 700; margin-bottom:20px;">My Recent Leads</h3>
|
||||
<?php foreach($recent_leads as $rl): ?>
|
||||
<div class="list-item">
|
||||
<!-- <div class="list-item">
|
||||
<div style="display:flex; gap:12px; align-items:center;">
|
||||
<div class="lead-initial"><?= substr($rl['company_name'], 0, 1) ?></div>
|
||||
<div>
|
||||
@ -99,26 +175,176 @@
|
||||
</div>
|
||||
</div>
|
||||
<span class="status-pill" style="background: #e3f2fd; color: #1976d2;"><?= $rl['status'] ?></span>
|
||||
</div> -->
|
||||
<div class="list-item" style="display: flex; align-items: center; gap: 15px; padding: 12px 0; border-bottom: 1px solid #f9f9f9;">
|
||||
|
||||
<div style="flex-shrink: 0;">
|
||||
<div class="avatar-title"
|
||||
style="background-color: #f1f3fa; width: 42px; height: 42px; border-radius: 50%; display: flex; align-items: center; justify-content: center; color: #1976d2; font-weight: 700; font-size: 16px;">
|
||||
<?php
|
||||
$firstLetter = !empty($rl['company_name']) ? substr($rl['company_name'], 0, 1) : '?';
|
||||
echo strtoupper(esc($firstLetter));
|
||||
?>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div style="flex-grow: 1; min-width: 0;">
|
||||
<div style="font-weight: 600; font-size: 14px; color: #333; white-space: nowrap; overflow: hidden; text-overflow: ellipsis;">
|
||||
<?= esc($rl['company_name']) ?>
|
||||
</div>
|
||||
<div style="font-size: 11px; color: #999; margin-top: 2px; white-space: nowrap; overflow: hidden; text-overflow: ellipsis;">
|
||||
<?= esc($rl['email']) ?>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div style="flex-shrink: 0;">
|
||||
<span class="status-pill"
|
||||
style="background: #e3f2fd; color: #1976d2; padding: 4px 10px; border-radius: 12px; font-size: 10px; font-weight: 600; white-space: nowrap;">
|
||||
<?= esc($rl['status']) ?>
|
||||
</span>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
<?php endforeach; ?>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="modal" id="completeModal">
|
||||
<div class="modal-content" style="max-width: 675px;">
|
||||
<div class="modal-header">
|
||||
<h3>Complete Activity</h3>
|
||||
<button class="btn-primary" style="background:none; color:#666; font-size:24px;" title="Close" onclick="closeModal('completeModal')">×</button>
|
||||
</div>
|
||||
<form class="parsley-examples" id="completeForm" enctype="multipart/form-data">
|
||||
<hr class="my-0">
|
||||
<div class="modal-body p-4">
|
||||
|
||||
<input type="hidden" id="comp_id">
|
||||
<input type="hidden" id="lead_id">
|
||||
<div class="form-group">
|
||||
<label class="form-label">Outcome / Notes <span class="text-danger">*</span></label>
|
||||
<textarea id="comp_notes" class="search-input" style="width:100%; height:80px;" required placeholder="What happened? Any next steps?" rows="3" required></textarea>
|
||||
</div>
|
||||
</div>
|
||||
<div class="modal-footer">
|
||||
<div class="form-group text-right mb-0">
|
||||
<button type="button" class="btn-primary" style="background:#eee; color:#333; margin-right:10px;" onclick="closeModal('completeModal')">Cancel</button>
|
||||
<button type="submit" class="btn-primary">Submit Outcome</button>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
const params = new URLSearchParams(window.location.search);
|
||||
const fy = params.get('fy');
|
||||
if (fy) {
|
||||
document.getElementById('financial_year').value = fy;
|
||||
}
|
||||
});
|
||||
const API = '<?= base_url('sales') ?>';
|
||||
function openModal(id) { document.getElementById(id).classList.add('active'); }
|
||||
|
||||
function onFinancialYearChange(select) {
|
||||
const url = new URL(window.location.href);
|
||||
url.searchParams.set('fy', select.value);
|
||||
window.location.href = url.toString();
|
||||
}
|
||||
function openComp(id, lead_id) {
|
||||
|
||||
document.getElementById('completeForm').reset();
|
||||
document.getElementById('comp_id').value = id;
|
||||
document.getElementById('lead_id').value = lead_id;
|
||||
openModal('completeModal');
|
||||
}
|
||||
document.getElementById('completeForm').onsubmit = async (e) => {
|
||||
e.preventDefault();
|
||||
|
||||
// 1. Grab button variables first, DO NOT disable yet
|
||||
const submitBtn = e.target.querySelector('button[type="submit"]');
|
||||
const originalBtnText = submitBtn.innerText;
|
||||
|
||||
// 2. Capture values into variables
|
||||
const activityId = document.getElementById('comp_id').value;
|
||||
const leadId = document.getElementById('lead_id').value;
|
||||
|
||||
// This creates a TRUE or FALSE boolean
|
||||
let compNotes = document.getElementById('comp_notes').value.trim();
|
||||
|
||||
// --- VALIDATION CHECKS (Button is still normal here) ---
|
||||
if (compNotes === '') {
|
||||
toastr.warning('Completion notes is required');
|
||||
return;
|
||||
}
|
||||
|
||||
// --- ALL VALIDATION PASSED: Now disable button ---
|
||||
submitBtn.disabled = true;
|
||||
submitBtn.innerText = 'Submitting...';
|
||||
|
||||
try {
|
||||
const payload = {
|
||||
completion_notes: compNotes, // Use the already trimmed variable
|
||||
create_followup: 'no',
|
||||
};
|
||||
|
||||
// Mark current activity complete
|
||||
const res = await fetch(`${API}/activities/${activityId}/complete`, {
|
||||
method: 'POST',
|
||||
headers: {'Content-Type': 'application/json'},
|
||||
body: JSON.stringify(payload)
|
||||
});
|
||||
|
||||
if (res.ok) {
|
||||
toastr.success('Updated Successfully');
|
||||
// Final Actions
|
||||
closeModal('completeModal');
|
||||
|
||||
e.target.reset();
|
||||
|
||||
window.location.reload();
|
||||
|
||||
} else {
|
||||
let err = await res.json();
|
||||
if (res.status === 400) {
|
||||
let errorMessages = "";
|
||||
let seenMessages = [];
|
||||
|
||||
if (err.messages) {
|
||||
Object.entries(err.messages).forEach(([field, message]) => {
|
||||
if (!seenMessages.includes(message)) {
|
||||
errorMessages += `• ${message}<br>`;
|
||||
seenMessages.push(message);
|
||||
}
|
||||
});
|
||||
toastr.error(errorMessages, 'Validation Error', { allowHtml: true });
|
||||
} else {
|
||||
toastr.warning(err.message || 'Validation failed', 'Warning');
|
||||
}
|
||||
} else {
|
||||
toastr.error(err.message || 'Error completing activity');
|
||||
}
|
||||
}
|
||||
} catch (err) {
|
||||
toastr.error("A network error occurred.");
|
||||
} finally {
|
||||
// ALWAYS runs to reset button
|
||||
submitBtn.disabled = false;
|
||||
submitBtn.innerText = originalBtnText;
|
||||
}
|
||||
};
|
||||
|
||||
function closeModal(id) {
|
||||
const modal = document.getElementById(id);
|
||||
if (modal) {
|
||||
modal.classList.remove('active'); // Hide the modal
|
||||
const form = modal.querySelector('form'); // Find the form inside this specific modal
|
||||
}
|
||||
}
|
||||
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
||||
const params = new URLSearchParams(window.location.search);
|
||||
const fy = params.get('fy');
|
||||
if (fy) {
|
||||
document.getElementById('financial_year').value = fy;
|
||||
}
|
||||
});
|
||||
|
||||
function onFinancialYearChange(select) {
|
||||
const url = new URL(window.location.href);
|
||||
url.searchParams.set('fy', select.value);
|
||||
window.location.href = url.toString();
|
||||
}
|
||||
|
||||
</script>
|
||||
@ -185,7 +185,8 @@
|
||||
</div>
|
||||
<div class="col-md-12" style="width: 94%;">
|
||||
<label class="form-label">Phone</label>
|
||||
<input type="text" class="form-control" name="phone" style="width: 100%;" placeholder="Enter the Phone Number" oninput="this.value = this.value.replace(/[^\d\s+]/g, '')">
|
||||
<!-- <input type="text" class="form-control" name="phone" style="width: 100%;" placeholder="Enter the Phone Number" oninput="this.value = this.value.replace(/[^\d\s+]/g, '')"> -->
|
||||
<input type="text" class="form-control" name="phone" style="width: 100%;" placeholder="Enter the Phone Number" maxlength="10" oninput="this.value = this.value.replace(/[^0-9]/g, '').substring(0, 10);">
|
||||
</div>
|
||||
</div>
|
||||
<div class="form-row mb-1">
|
||||
@ -276,15 +277,17 @@
|
||||
<div class="modal-body p-4">
|
||||
|
||||
<input type="hidden" id="act_lead_id">
|
||||
<label class="form-label">Activity Type</label>
|
||||
<label class="form-label">Activity Type <span class="text-danger">*</span></label>
|
||||
<div class="activity-types" id="typeButtons">
|
||||
<button type="button" class="activity-type-btn active" onclick="selectType('Call', this)">📞 Call</button>
|
||||
<button type="button" class="activity-type-btn" onclick="selectType('Email', this)">✉️ Email</button>
|
||||
<button type="button" class="activity-type-btn" onclick="selectType('Meeting', this)">📅 Meeting</button>
|
||||
<button type="button" class="activity-type-btn" onclick="selectType('Visit', this)">🚗 Visit</button>
|
||||
<button type="button" class="activity-type-btn" onclick="selectType('Demo', this)">🎬 Demo</button>
|
||||
<button type="button" class="activity-type-btn" onclick="selectType('Share', this)">📄 Share Docs</button>
|
||||
<button type="button" class="activity-type-btn" onclick="selectType('Todo', this)">✓ To Do</button>
|
||||
|
||||
<button type="button" class="activity-type-btn d_activity_type active" data-type="Call" onclick="selectType('Call', this)">📞 Call</button>
|
||||
<button type="button" class="activity-type-btn d_activity_type" data-type="Email" onclick="selectType('Email', this)">✉️ Email</button>
|
||||
<button type="button" class="activity-type-btn d_activity_type" data-type="Meeting" onclick="selectType('Meeting', this)">📅 Meeting</button>
|
||||
<button type="button" class="activity-type-btn d_activity_type" data-type="Visit" onclick="selectType('Visit', this)">🚗 Visit</button>
|
||||
<button type="button" class="activity-type-btn d_activity_type" data-type="Demo" onclick="selectType('Demo', this)">🖥️ Demo</button>
|
||||
<button type="button" class="activity-type-btn d_activity_type" data-type="Share" onclick="selectType('Share', this)">📄 Share Docs</button>
|
||||
<button type="button" class="activity-type-btn d_activity_type" data-type="Todo" onclick="selectType('Todo', this)">✓ To Do</button>
|
||||
|
||||
</div>
|
||||
<div class="form-group">
|
||||
<label class="form-label">Notes <span class="text-danger">*</span></label>
|
||||
@ -350,7 +353,7 @@
|
||||
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Email', this)">✉️ Email</button>
|
||||
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Meeting', this)">📅 Meeting</button>
|
||||
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Visit', this)">🚗 Visit</button>
|
||||
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Demo', this)">🎬 Demo</button>
|
||||
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Demo', this)">🖥️ Demo</button>
|
||||
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Share', this)">📄 Share Docs</button>
|
||||
<button type="button" class="activity-type-btn f_activity_type" onclick="selectFollowUpActivityType('Todo', this)">✓ To Do</button>
|
||||
|
||||
@ -500,7 +503,8 @@
|
||||
</div>
|
||||
<div class="col-md-12" style="width: 94%;">
|
||||
<label class="form-label">Phone</label>
|
||||
<input type="text" class="form-control" name="phone" style="width: 100%;" placeholder="Enter the Phone Number" oninput="this.value = this.value.replace(/[^\d\s+]/g, '')">
|
||||
<!-- <input type="text" class="form-control" name="phone" style="width: 100%;" placeholder="Enter the Phone Number" oninput="this.value = this.value.replace(/[^\d\s+]/g, '')"> -->
|
||||
<input type="text" class="form-control" name="phone" style="width: 100%;" placeholder="Enter the Phone Number" maxlength="10" oninput="this.value = this.value.replace(/[^0-9]/g, '').substring(0, 10);">
|
||||
</div>
|
||||
</div>
|
||||
<div class="col-12 mb-1">
|
||||
@ -650,11 +654,11 @@ function closeModal(id) {
|
||||
|
||||
// Specific cleanup for your "Activity" logic
|
||||
if (id === 'activityModal') {
|
||||
selectedType = 'Call'; // Reset your global activity type variable
|
||||
$('.activity-type-btn').removeClass('active'); // Remove 'active' from all activity buttons
|
||||
$(`.activity-type-btn[data-type="${selectedType}"]`).addClass('active'); // Find the specific button for 'Call' and make it active
|
||||
selectedType = 'Call';
|
||||
$('#typeButtons .d_activity_type').removeClass('active');
|
||||
$('#typeButtons .d_activity_type[data-type="Call"]').addClass('active'); // ✅
|
||||
}
|
||||
|
||||
|
||||
// Specific cleanup for "Complete" modal (hidden follow-up sections)
|
||||
if (id === 'completeModal') {
|
||||
const fUpSection = document.getElementById('f_up');
|
||||
@ -666,7 +670,7 @@ function closeModal(id) {
|
||||
// Specific action for leadDetailModal
|
||||
if (id === 'leadDetailModal') {
|
||||
switchTab('activity'); // Reset the tab back to 'activity'
|
||||
document.getElementById('btn_add_opportunity').classList.style.display = 'none'; // Hide the button
|
||||
document.getElementById('btn_add_opportunity').style.display = 'none';
|
||||
}
|
||||
}
|
||||
}
|
||||
@ -932,7 +936,7 @@ function renderCard(opps) {
|
||||
}
|
||||
function renderTimeline(acts) {
|
||||
const cont = document.getElementById('timelineContainer');
|
||||
const activityIcons = { Call: "📞", Email: "✉️", Meeting: "📅", Visit: "🚗",Demo: "🎬", Share: "📄", Todo: "✓" };
|
||||
const activityIcons = { Call: "📞", Email: "✉️", Meeting: "📅", Visit: "🚗",Demo: "🖥️", Share: "📄", Todo: "✓" };
|
||||
|
||||
if (acts.length === 0) {
|
||||
cont.classList.add('no-line');
|
||||
@ -1042,7 +1046,8 @@ document.getElementById('addLeadForm').onsubmit = async (e) => {
|
||||
|
||||
let companyRegex = /^[A-Za-z\s]+$/;
|
||||
let emailRegex = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;
|
||||
let phoneRegex = /^\+?[0-9\s]{10,20}$/; // Phone regex (+, numbers, spaces allowed, 10-20 length)
|
||||
// let phoneRegex = /^\+?[0-9\s]{0,10}$/; // Phone regex (+, numbers, spaces allowed, 10-20 length)
|
||||
let phoneRegex = /^\d{10}$/;
|
||||
|
||||
// 1. HELPER FUNCTION: Shows Toastr and focuses the specific field
|
||||
function showError(message, fieldName) {
|
||||
@ -1079,7 +1084,8 @@ document.getElementById('addLeadForm').onsubmit = async (e) => {
|
||||
}
|
||||
|
||||
if (phone && !phoneRegex.test(phone)) {
|
||||
return showError("Phone number can contain only +, numbers and spaces (10–20 digits).", 'phone');
|
||||
// return showError("Phone number can contain only +, numbers and spaces (10–20 digits).", 'phone');
|
||||
return showError("Phone number can contain only numbers (10 digits)", 'phone');
|
||||
}
|
||||
|
||||
if (!data.status) {
|
||||
@ -1168,7 +1174,8 @@ document.getElementById('editLeadForm').onsubmit = async (e) => {
|
||||
|
||||
let companyRegex = /^[A-Za-z\s]+$/;
|
||||
let emailRegex = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;
|
||||
let phoneRegex = /^\+?[0-9\s]{10,20}$/;
|
||||
// let phoneRegex = /^\+?[0-9\s]{10,20}$/;
|
||||
let phoneRegex = /^\d{10}$/;
|
||||
let gstRegex = /^[0-9]{2}[A-Z]{5}[0-9]{4}[A-Z][0-9A-Z]Z[0-9A-Z]$/;
|
||||
|
||||
// 1. HELPER FUNCTION: Shows Toastr and focuses the specific field
|
||||
@ -1206,7 +1213,8 @@ document.getElementById('editLeadForm').onsubmit = async (e) => {
|
||||
}
|
||||
|
||||
if (phone && !phoneRegex.test(phone)) {
|
||||
return showError("Phone number can contain only +, numbers and spaces (10–20 digits).", 'phone');
|
||||
// return showError("Phone number can contain only +, numbers and spaces (10–20 digits).", 'phone');
|
||||
return showError("Phone number can contain only numbers (10 digits)", 'phone');
|
||||
}
|
||||
|
||||
if (gst && !gstRegex.test(gst)) {
|
||||
@ -1294,11 +1302,15 @@ document.getElementById('activityForm').onsubmit = async (e) => {
|
||||
toastr.warning('Notes is required');
|
||||
return;
|
||||
}
|
||||
|
||||
if (!selectedType) {
|
||||
toastr.warning('Please select activity type');
|
||||
const hasDefaultActiveType = document.querySelector('#typeButtons .d_activity_type.active');
|
||||
if (!hasDefaultActiveType) {
|
||||
toastr.warning('Please select an activity type.');
|
||||
return;
|
||||
}
|
||||
if (!selectedType) {
|
||||
toastr.warning('Please select an activity type.');
|
||||
return;
|
||||
}
|
||||
|
||||
if (!feFormat.trim()) {
|
||||
toastr.warning('Scheduled date & time is required');
|
||||
@ -1337,6 +1349,11 @@ document.getElementById('activityForm').onsubmit = async (e) => {
|
||||
|
||||
if (res.ok) {
|
||||
toastr.success('Activity Created Successfully');
|
||||
selectedType = 'Call'; // Reset your global activity type variable
|
||||
// Remove 'active' from all activity buttons
|
||||
$('.activity-type-btn').removeClass('active');
|
||||
// Add 'active' to the specific button using backticks for the template literal
|
||||
$(`.activity-type-btn[onclick*="'${selectedType}'"]`).addClass('active');
|
||||
closeModal('activityModal');
|
||||
viewDetail(document.getElementById('act_lead_id').value); // Make sure lead_id is passed correctly
|
||||
} else {
|
||||
@ -1382,8 +1399,13 @@ document.getElementById('completeForm').onsubmit = async (e) => {
|
||||
let fAssigned = document.getElementById('f_assigned_to').value.trim();
|
||||
|
||||
// FIX: Check your global variable, not the undefined DOM element
|
||||
const hasActiveType = document.querySelector('#f_typeButtons .f_activity_type.active');
|
||||
if (!hasActiveType) {
|
||||
toastr.warning('Please select the next activity type.');
|
||||
return;
|
||||
}
|
||||
if (!selectedFollowUpActivityType) {
|
||||
toastr.warning('Please Pickup Next Activity Type');
|
||||
toastr.warning('Please select the next activity type.');
|
||||
return;
|
||||
}
|
||||
// if (!selectedFollowUpActivityType) {
|
||||
@ -1564,7 +1586,9 @@ document.getElementById('do_follow').addEventListener('change', function () {
|
||||
}
|
||||
});
|
||||
|
||||
document.getElementById('btnSaveContact').onclick = async (e) => {
|
||||
const btnSaveContact = document.getElementById('btnSaveContact');
|
||||
if (btnSaveContact) {
|
||||
btnSaveContact.onclick = async (e) => {
|
||||
// Use .value instead of .val()
|
||||
let name = document.getElementById('contact_name').value.trim();
|
||||
let mobile = document.getElementById('contact_mobile').value.trim();
|
||||
@ -1661,8 +1685,11 @@ document.getElementById('btnSaveContact').onclick = async (e) => {
|
||||
toastr.error('An error occurred');
|
||||
}
|
||||
};
|
||||
|
||||
document.getElementById('savedContactsContainer').onclick = async (e) => {
|
||||
}
|
||||
const savedContactsContainer = document.getElementById('savedContactsContainer');
|
||||
if (savedContactsContainer) {
|
||||
savedContactsContainer.onclick = async (e) => {
|
||||
|
||||
// Check if the clicked element is a Remove button
|
||||
if (e.target.classList.contains('btnRemoveContact')) {
|
||||
const btn = e.target;
|
||||
@ -1693,6 +1720,7 @@ document.getElementById('savedContactsContainer').onclick = async (e) => {
|
||||
}
|
||||
}
|
||||
};
|
||||
}
|
||||
|
||||
async function openEditLeadModal(id) {
|
||||
// 1. Reset UI State
|
||||
|
||||
@ -1,13 +0,0 @@
|
||||
{
|
||||
"type": "service_account",
|
||||
"project_id": "gdrive-demo-394007",
|
||||
"private_key_id": "5b1d856b0c5b13e52b5210d381ce7ae02204f666",
|
||||
"private_key": "-----BEGIN PRIVATE KEY-----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\na74mh5hQ0lqI4MSeArFrJwwF\n-----END PRIVATE KEY-----\n",
|
||||
"client_email": "gsheet@gdrive-demo-394007.iam.gserviceaccount.com",
|
||||
"client_id": "108808196910972902964",
|
||||
"auth_uri": "https://accounts.google.com/o/oauth2/auth",
|
||||
"token_uri": "https://oauth2.googleapis.com/token",
|
||||
"auth_provider_x509_cert_url": "https://www.googleapis.com/oauth2/v1/certs",
|
||||
"client_x509_cert_url": "https://www.googleapis.com/robot/v1/metadata/x509/gsheet%40gdrive-demo-394007.iam.gserviceaccount.com",
|
||||
"universe_domain": "googleapis.com"
|
||||
}
|
||||
@ -1,13 +0,0 @@
|
||||
{
|
||||
"type": "service_account",
|
||||
"project_id": "nhance-app-4fedb",
|
||||
"private_key_id": "e764472bb4a0c9226d172f7aebdd2eb785c5fca8",
|
||||
"private_key": "-----BEGIN PRIVATE KEY-----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\ngFsHNMpkQ1KmZu7LW0q1fg==\n-----END PRIVATE KEY-----\n",
|
||||
"client_email": "only-drive-access@nhance-app-4fedb.iam.gserviceaccount.com",
|
||||
"client_id": "116214376249781337850",
|
||||
"auth_uri": "https://accounts.google.com/o/oauth2/auth",
|
||||
"token_uri": "https://oauth2.googleapis.com/token",
|
||||
"auth_provider_x509_cert_url": "https://www.googleapis.com/oauth2/v1/certs",
|
||||
"client_x509_cert_url": "https://www.googleapis.com/robot/v1/metadata/x509/only-drive-access%40nhance-app-4fedb.iam.gserviceaccount.com",
|
||||
"universe_domain": "googleapis.com"
|
||||
}
|
||||
13
nhance-ee8d1-e3c5269b1ec7.json
Normal file
13
nhance-ee8d1-e3c5269b1ec7.json
Normal file
@ -0,0 +1,13 @@
|
||||
{
|
||||
"type": "service_account",
|
||||
"project_id": "nhance-ee8d1",
|
||||
"private_key_id": "e3c5269b1ec7d22e7a297f5273edf3eda6010c0a",
|
||||
"private_key": "-----BEGIN PRIVATE KEY-----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\n7Z50l5hXKv3i0n5ykhPWUg==\n-----END PRIVATE KEY-----\n",
|
||||
"client_email": "firebase-adminsdk-mcdfe@nhance-ee8d1.iam.gserviceaccount.com",
|
||||
"client_id": "105441165052433248287",
|
||||
"auth_uri": "https://accounts.google.com/o/oauth2/auth",
|
||||
"token_uri": "https://oauth2.googleapis.com/token",
|
||||
"auth_provider_x509_cert_url": "https://www.googleapis.com/oauth2/v1/certs",
|
||||
"client_x509_cert_url": "https://www.googleapis.com/robot/v1/metadata/x509/firebase-adminsdk-mcdfe%40nhance-ee8d1.iam.gserviceaccount.com",
|
||||
"universe_domain": "googleapis.com"
|
||||
}
|
||||
Loading…
Reference in New Issue
Block a user