FEAT_CREATE_LEAD_MAIL_SEND_FIX_EXPORT_ISSUE_IN_CD
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@ -10,6 +10,7 @@ use App\Models\SalesLeadNoteModel;
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use App\Models\SalesTargetModel;
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use App\Models\UserModel;
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use App\Models\ClientModel;
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use App\Helpers\MailHelper;
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use CodeIgniter\HTTP\ResponseInterface;
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use CodeIgniter\API\ResponseTrait;
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@ -330,7 +331,10 @@ class SalesController extends BaseController
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return $this->fail($this->leadModel->errors());
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}
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return $this->respondCreated(['status' => 'success', 'id' => $this->leadModel->getInsertID()]);
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$leadId = $this->leadModel->getInsertID();
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$this->sendLeadCreateMail($leadId, $data);
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return $this->respondCreated(['status' => 'success', 'id' => $leadId]);
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} catch (\Exception $e) {
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return $this->failServerError($e->getMessage());
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}
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@ -2595,4 +2599,132 @@ public function salesManagerLevelDashboard($userId, $current_fin_year = null, $f
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];
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}
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}
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/**
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* Send lead-create notification email when the logged-in user's branch is Chennai.
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*/
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private function sendLeadCreateMail(int $leadId, array $leadData): void
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{
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try {
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if (!$this->isLoggedInUserChennaiBranch()) {
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return;
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}
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$toMail = trim((string) getenv('LEAD_CREATE_MAIL'));
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if ($toMail === '') {
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log_message('error', 'sendLeadCreateMail: LEAD_CREATE_MAIL is not configured.');
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return;
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}
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$recipientEmails = array_filter(array_map('trim', explode(',', $toMail)));
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if (empty($recipientEmails)) {
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log_message('error', 'sendLeadCreateMail: No valid recipients in LEAD_CREATE_MAIL.');
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return;
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}
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$creator = $this->getLeadCreateMailCreatorDetails();
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$assignedUser = $this->userModel->where('id', $leadData['assigned_to'] ?? 0)->first() ?? [];
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$companyName = $leadData['company_name'] ?? '';
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$subject = 'New Lead Created - ' . $companyName;
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$message = $this->buildLeadCreateMailMessage(
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$companyName,
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$leadData['email'] ?? '',
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$leadData['phone'] ?? '',
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$leadData['status'] ?? '',
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$creator['name'] ?? '',
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$creator['email'] ?? '',
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$creator['branch'] ?? '',
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$assignedUser['first_name'] ?? '',
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$assignedUser['email'] ?? '',
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date('d/m/Y h:i A')
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);
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$res = MailHelper::send_email([
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'mail' => $recipientEmails,
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'subject' => $subject,
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'message' => $message,
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'common' => ['module' => 'sales', 'pk' => $leadId, 'mail_type' => 'lead_create'],
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]);
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$resDecoded = is_string($res) ? json_decode($res, true) : $res;
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if (!isset($resDecoded['status']) || $resDecoded['status'] !== 'success') {
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log_message('error', 'sendLeadCreateMail: Email send failed - ' . json_encode($resDecoded));
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}
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} catch (\Throwable $e) {
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log_message('error', 'sendLeadCreateMail: ' . $e->getMessage());
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}
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}
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private function isLoggedInUserChennaiBranch(): bool
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{
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$userId = get_session_userid();
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if (empty($userId)) {
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return false;
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}
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$row = $this->userModel
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->select('id')
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->where('id', $userId)
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->where('nhance_branch_id', 1)
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->first();
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return !empty($row);
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}
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private function getLeadCreateMailCreatorDetails(): array
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{
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$userId = get_session_userid();
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$db = \Config\Database::connect();
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$row = $db->table('user_profiles up')
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->select('up.first_name, up.email, nb.branch_name')
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->join('nhance_branch nb', 'nb.id = up.nhance_branch_id', 'left')
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->where('up.id', $userId)
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->get()
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->getRowArray();
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if (!$row) {
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return ['name' => '', 'email' => '', 'branch' => ''];
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}
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return [
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'name' => $row['first_name'] ?? '',
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'email' => $row['email'] ?? '',
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'branch' => $row['branch_name'] ?? '',
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];
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}
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private function buildLeadCreateMailMessage(
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string $companyName,
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string $leadEmail,
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string $leadMobile,
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string $leadStatus,
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string $createdByName,
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string $createdByEmail,
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string $createdByBranch,
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string $assignedUserName,
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string $assignedUserEmail,
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string $createdDateTime
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): string {
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$e = static fn (?string $value): string => htmlspecialchars((string) ($value ?? ''), ENT_QUOTES, 'UTF-8');
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return '<p>Hello Team,</p>'
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. '<p>A new lead has been created</p>'
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. '<h3>Lead Details</h3>'
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. '<p><strong>Company Name :</strong> ' . $e($companyName) . '</p>'
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. '<p><strong>Email :</strong> ' . $e($leadEmail) . '</p>'
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. '<p><strong>Mobile :</strong> ' . $e($leadMobile) . '</p>'
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. '<p><strong>Status :</strong> ' . $e($leadStatus) . '</p>'
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. '<h3>Created By</h3>'
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. '<p><strong>Name :</strong> ' . $e($createdByName) . '</p>'
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. '<p><strong>Email :</strong> ' . $e($createdByEmail) . '</p>'
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. '<p><strong>Branch :</strong> ' . $e($createdByBranch) . '</p>'
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. '<h3>Assigned To</h3>'
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. '<p><strong>Name :</strong> ' . $e($assignedUserName) . '</p>'
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. '<p><strong>Email :</strong> ' . $e($assignedUserEmail) . '</p>'
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. '<h3>Created On</h3>'
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. '<p><strong>Date & Time :</strong> ' . $e($createdDateTime) . '</p>'
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. '<p>Regards,<br>NHANCE INDIA INSURANCE BROKING PRIVATE LIMITED</p>';
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}
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}
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@ -668,6 +668,38 @@ $vd_col_width_px = nhance_dt_column_widths_px($vd_header_labels, $vd_col_max_len
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});
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nhanceListDataTableBeforeInit();
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function depositExportFormatBody(data, row, column, node) {
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if (column === 6 || column === 7) {
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var $input = $(node).find('.deposit-inline-input');
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if ($input.length) {
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var val = ($input.val() || '').trim();
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return val !== '' ? val : '-';
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}
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var $tr = $(node).closest('tr');
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var credit = parseFloat($tr.attr('data-credit')) || 0;
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var debit = parseFloat($tr.attr('data-debit')) || 0;
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if (column === 6) {
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return credit > 0 ? String(credit) : '-';
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}
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return debit > 0 ? String(debit) : '-';
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}
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if (column === 8) {
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var $balanceSpan = $(node).find('.deposit-balance-wrap > span').first();
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if ($balanceSpan.length) {
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return ($balanceSpan.text() || '').trim();
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}
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return ($(node).text() || '').trim();
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}
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if (typeof data === 'string' && data.indexOf('<') !== -1) {
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return $('<div>').html(data).text().trim();
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}
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return data;
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}
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var depositExportOptions = {
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format: {
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body: depositExportFormatBody
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}
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};
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var depositPageStorageKey = 'view_deposit_datatable_page_' + window.location.pathname + window.location.search;
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function getStoredDepositPage() {
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var page = parseInt(sessionStorage.getItem(depositPageStorageKey), 10);
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@ -780,7 +812,7 @@ $vd_col_width_px = nhance_dt_column_widths_px($vd_header_labels, $vd_col_max_len
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extend: 'csv',
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text: '<i class="mdi mdi-file-delimited " ></i><span class=" btn-custom"> CSV </span>',
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title: 'CD TransactionDetails',
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exportOptions: { columns: '' },
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exportOptions: $.extend(true, { columns: '' }, depositExportOptions),
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className: 'app-btn-primary ',
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},
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{
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@ -788,9 +820,7 @@ $vd_col_width_px = nhance_dt_column_widths_px($vd_header_labels, $vd_col_max_len
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text: '<i class="mdi mdi-file-excel " ></i><span class=" btn-custom"> EXCEL </span>',
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title: 'CD TransactionDetails',
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sheetName: 'CD TransactionDetails',
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exportOptions: {
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orthogonal: 'sort'
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}
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exportOptions: $.extend(true, { orthogonal: 'sort' }, depositExportOptions)
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}
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]
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}
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