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FIX_Opportunities_TOGGLE_ISSUE

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VENKATESHWARAN 2026-05-12 17:17:01 +05:30
parent fc52973455
commit 3b56b0d1f8
4 changed files with 45 additions and 16 deletions
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20
app/Controllers/LeadsController.php
View File

@ -1014,10 +1014,10 @@ class LeadsController extends BaseController
$insertCount[] = $insert; $insertCount[] = $insert;
$this->insertLeadStatus($insert, $value['status'], 3); $this->insertLeadStatus($insert, $value['status'], 3);
if (in_array((int) $value['lead_type'], [1, 3], true) && $value['status'] == 'won') { // if (in_array((int) $value['lead_type'], [1, 3], true) && $value['status'] == 'won') {
$leadDataForClient = $this->leadsModel->find($insert); // $leadDataForClient = $this->leadsModel->find($insert);
$this->createClientWithLeadData($leadDataForClient); // $this->createClientWithLeadData($leadDataForClient);
} // }
if ($value['lead_form_type'] == 1) { if ($value['lead_form_type'] == 1) {
//for this push the job to the calculateMembersDemography() function //for this push the job to the calculateMembersDemography() function
@ -1045,12 +1045,12 @@ class LeadsController extends BaseController
$this->insertMultiFilesData($data[0]['multi_file_data'], $id, $data[0]['lead_form_type']); $this->insertMultiFilesData($data[0]['multi_file_data'], $id, $data[0]['lead_form_type']);
$this->insertLeadStatus($id, $data[0]['status'], 3); $this->insertLeadStatus($id, $data[0]['status'], 3);
if (in_array((int) $data[0]['lead_type'], [1, 3], true) && $data[0]['status'] == 'won') { // if (in_array((int) $data[0]['lead_type'], [1, 3], true) && $data[0]['status'] == 'won') {
$leadDataForClient = $this->leadsModel->find($id); // $leadDataForClient = $this->leadsModel->find($id);
if (empty($leadDataForClient['is_client_created'])) { // if (empty($leadDataForClient['is_client_created'])) {
$this->createClientWithLeadData($leadDataForClient); // $this->createClientWithLeadData($leadDataForClient);
} // }
} // }
return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Opportunity updated successfully", 'data' => $data], 200); return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Opportunity updated successfully", 'data' => $data], 200);
} }

10
app/Views/leads_form.php
View File

@ -822,11 +822,15 @@
$('#lost_reason').val(res.data.lost_reason || ''); $('#lost_reason').val(res.data.lost_reason || '');
$('#notes').val(res.data.notes); $('#notes').val(res.data.notes);
let existingClientId = res.data.client_id || res.data.is_client_created || 0; const isExistingClient = res.data.client_id !== undefined
&& res.data.client_id !== null
&& String(res.data.client_id) !== ''
&& String(res.data.client_id) !== '0';
let existingClientId = isExistingClient ? res.data.client_id : 0;
console.log('existingClientId', existingClientId); console.log('existingClientId', existingClientId);
if (lead_type == 3) { if (lead_type == 1 || lead_type == 3) {
if (existingClientId && existingClientId != 0) { if (isExistingClient) {
$('#exixting_client').prop('checked', true).trigger('change'); $('#exixting_client').prop('checked', true).trigger('change');
} else { } else {
$('#exixting_client').prop('checked', false).trigger('change'); $('#exixting_client').prop('checked', false).trigger('change');

15
app/Views/leads_form_handler.php
View File

@ -831,6 +831,10 @@ if (isset($selected_lead_type)) {
let policy_type_id = data.policy_type_id || null; let policy_type_id = data.policy_type_id || null;
let lead_type = data.lead_type || null; let lead_type = data.lead_type || null;
const isExistingClient = data.client_id !== undefined
&& data.client_id !== null
&& String(data.client_id) !== ''
&& String(data.client_id) !== '0';
if ([1, 6, 7].includes(policy_type_id)) { if ([1, 6, 7].includes(policy_type_id)) {
let newId = 'appendAreaForClaim_' + dataIncrement; let newId = 'appendAreaForClaim_' + dataIncrement;
@ -849,7 +853,7 @@ if (isset($selected_lead_type)) {
if (lead_type == 1 || lead_type == 3) { if (lead_type == 1 || lead_type == 3) {
$('.claim-row').hide(); $('.claim-row').hide();
if(data.is_client_created == null || data.is_client_created == 0 || data.is_client_created == ""){ if(!isExistingClient){
$('#exixting_client').prop('checked', false); $('#exixting_client').prop('checked', false);
$('#exixting_client').prop('disabled', true); $('#exixting_client').prop('disabled', true);
@ -1117,7 +1121,12 @@ if (isset($selected_lead_type)) {
leadTypeBsedHideAndShow(lead_type); leadTypeBsedHideAndShow(lead_type);
if(data.client_id == 0 || data.client_id == null){ const isExistingClient = data.client_id !== undefined
&& data.client_id !== null
&& String(data.client_id) !== ''
&& String(data.client_id) !== '0';
if(!isExistingClient){
temp_client_id = 0; temp_client_id = 0;
}else{ }else{
temp_client_id = data.client_id temp_client_id = data.client_id
@ -1125,7 +1134,7 @@ if (isset($selected_lead_type)) {
if(lead_type == 1 || lead_type == 3){ if(lead_type == 1 || lead_type == 3){
if(data.is_client_created == null || data.is_client_created == 0 || data.is_client_created == ""){ if(!isExistingClient){
$('#exixting_client').prop('checked', false); $('#exixting_client').prop('checked', false);
$('#exixting_client').prop('disabled', true); $('#exixting_client').prop('disabled', true);

16
app/Views/leads_non_eb.php
View File

@ -561,6 +561,22 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
addFileField(1); addFileField(1);
}) })
function togglePolicyDateFields(value, fallbackPolicyTypeId = null) {
const policyTypesToHide = ['1', '2', '3', '4', '5', '6', '7'];
const selectedPolicyTypeId = $('#policy_type_id').val();
const policyTypeId = String(selectedPolicyTypeId || fallbackPolicyTypeId || '');
const shouldHide = value == 1 && policyTypesToHide.includes(policyTypeId);
const $policyDateFields = $('#policy_start_date, #policy_end_date').closest('.form-group');
$policyDateFields.toggle(!shouldHide);
if (shouldHide) {
$policyDateFields.find('input').prop('required', false).val('');
} else if (value == 1 || value == 3) {
$policyDateFields.find('input').prop('required', true);
}
}
function getPolicyTypeFields(input) { function getPolicyTypeFields(input) {
console.log('getPolicyTypeFields', input); console.log('getPolicyTypeFields', input);