FEAT_CREATE_LEAD_MAIL_SEND_FIX_EXPORT_ISSUE_IN_CD

app/Controllers/SalesController.php

@@ -10,6 +10,7 @@ use App\Models\SalesLeadNoteModel;
 use App\Models\SalesTargetModel;
 use App\Models\UserModel;
 use App\Models\ClientModel;
+use App\Helpers\MailHelper;
 use CodeIgniter\HTTP\ResponseInterface;
 use CodeIgniter\API\ResponseTrait;
 
@@ -330,7 +331,10 @@ class SalesController extends BaseController
                 return $this->fail($this->leadModel->errors());
             }
 
-            return $this->respondCreated(['status' => 'success', 'id' => $this->leadModel->getInsertID()]);
+            $leadId = $this->leadModel->getInsertID();
+            $this->sendLeadCreateMail($leadId, $data);
+
+            return $this->respondCreated(['status' => 'success', 'id' => $leadId]);
         } catch (\Exception $e) {
             return $this->failServerError($e->getMessage());
         }
@@ -2595,4 +2599,132 @@ public function salesManagerLevelDashboard($userId, $current_fin_year = null, $f
             ];
         }
     }
+
+    /**
+     * Send lead-create notification email when the logged-in user's branch is Chennai.
+     */
+    private function sendLeadCreateMail(int $leadId, array $leadData): void
+    {
+        try {
+            if (!$this->isLoggedInUserChennaiBranch()) {
+                return;
+            }
+
+            $toMail = trim((string) getenv('LEAD_CREATE_MAIL'));
+            if ($toMail === '') {
+                log_message('error', 'sendLeadCreateMail: LEAD_CREATE_MAIL is not configured.');
+                return;
+            }
+
+            $recipientEmails = array_filter(array_map('trim', explode(',', $toMail)));
+            if (empty($recipientEmails)) {
+                log_message('error', 'sendLeadCreateMail: No valid recipients in LEAD_CREATE_MAIL.');
+                return;
+            }
+
+            $creator = $this->getLeadCreateMailCreatorDetails();
+            $assignedUser = $this->userModel->where('id', $leadData['assigned_to'] ?? 0)->first() ?? [];
+
+            $companyName = $leadData['company_name'] ?? '';
+            $subject = 'New Lead Created - ' . $companyName;
+            $message = $this->buildLeadCreateMailMessage(
+                $companyName,
+                $leadData['email'] ?? '',
+                $leadData['phone'] ?? '',
+                $leadData['status'] ?? '',
+                $creator['name'] ?? '',
+                $creator['email'] ?? '',
+                $creator['branch'] ?? '',
+                $assignedUser['first_name'] ?? '',
+                $assignedUser['email'] ?? '',
+                date('d/m/Y h:i A')
+            );
+
+            $res = MailHelper::send_email([
+                'mail'    => $recipientEmails,
+                'subject' => $subject,
+                'message' => $message,
+                'common'  => ['module' => 'sales', 'pk' => $leadId, 'mail_type' => 'lead_create'],
+            ]);
+
+            $resDecoded = is_string($res) ? json_decode($res, true) : $res;
+            if (!isset($resDecoded['status']) || $resDecoded['status'] !== 'success') {
+                log_message('error', 'sendLeadCreateMail: Email send failed - ' . json_encode($resDecoded));
+            }
+        } catch (\Throwable $e) {
+            log_message('error', 'sendLeadCreateMail: ' . $e->getMessage());
+        }
+    }
+
+    private function isLoggedInUserChennaiBranch(): bool
+    {
+        $userId = get_session_userid();
+        if (empty($userId)) {
+            return false;
+        }
+
+        $row = $this->userModel
+            ->select('id')
+            ->where('id', $userId)
+            ->where('nhance_branch_id', 1)
+            ->first();
+
+        return !empty($row);
+    }
+
+    private function getLeadCreateMailCreatorDetails(): array
+    {
+        $userId = get_session_userid();
+        $db     = \Config\Database::connect();
+
+        $row = $db->table('user_profiles up')
+            ->select('up.first_name, up.email, nb.branch_name')
+            ->join('nhance_branch nb', 'nb.id = up.nhance_branch_id', 'left')
+            ->where('up.id', $userId)
+            ->get()
+            ->getRowArray();
+
+        if (!$row) {
+            return ['name' => '', 'email' => '', 'branch' => ''];
+        }
+
+        return [
+            'name'   => $row['first_name'] ?? '',
+            'email'  => $row['email'] ?? '',
+            'branch' => $row['branch_name'] ?? '',
+        ];
+    }
+
+    private function buildLeadCreateMailMessage(
+        string $companyName,
+        string $leadEmail,
+        string $leadMobile,
+        string $leadStatus,
+        string $createdByName,
+        string $createdByEmail,
+        string $createdByBranch,
+        string $assignedUserName,
+        string $assignedUserEmail,
+        string $createdDateTime
+    ): string {
+        $e = static fn (?string $value): string => htmlspecialchars((string) ($value ?? ''), ENT_QUOTES, 'UTF-8');
+
+        return '<p>Hello Team,</p>'
+            . '<p>A new lead has been created</p>'
+            . '<h3>Lead Details</h3>'
+            . '<p><strong>Company Name :</strong> ' . $e($companyName) . '</p>'
+            . '<p><strong>Email :</strong> ' . $e($leadEmail) . '</p>'
+            . '<p><strong>Mobile :</strong> ' . $e($leadMobile) . '</p>'
+            . '<p><strong>Status :</strong> ' . $e($leadStatus) . '</p>'
+            . '<h3>Created By</h3>'
+            . '<p><strong>Name :</strong> ' . $e($createdByName) . '</p>'
+            . '<p><strong>Email :</strong> ' . $e($createdByEmail) . '</p>'
+            . '<p><strong>Branch :</strong> ' . $e($createdByBranch) . '</p>'
+            . '<h3>Assigned To</h3>'
+            . '<p><strong>Name :</strong> ' . $e($assignedUserName) . '</p>'
+            . '<p><strong>Email :</strong> ' . $e($assignedUserEmail) . '</p>'
+            . '<h3>Created On</h3>'
+            . '<p><strong>Date &amp; Time :</strong> ' . $e($createdDateTime) . '</p>'
+            . '<p>Regards,<br>NHANCE INDIA INSURANCE BROKING PRIVATE LIMITED</p>';
+    }
 }

app/Views/view_deposit.php

@@ -668,6 +668,38 @@ $vd_col_width_px = nhance_dt_column_widths_px($vd_header_labels, $vd_col_max_len
 
         });
         nhanceListDataTableBeforeInit();
+        function depositExportFormatBody(data, row, column, node) {
+            if (column === 6 || column === 7) {
+                var $input = $(node).find('.deposit-inline-input');
+                if ($input.length) {
+                    var val = ($input.val() || '').trim();
+                    return val !== '' ? val : '-';
+                }
+                var $tr = $(node).closest('tr');
+                var credit = parseFloat($tr.attr('data-credit')) || 0;
+                var debit = parseFloat($tr.attr('data-debit')) || 0;
+                if (column === 6) {
+                    return credit > 0 ? String(credit) : '-';
+                }
+                return debit > 0 ? String(debit) : '-';
+            }
+            if (column === 8) {
+                var $balanceSpan = $(node).find('.deposit-balance-wrap > span').first();
+                if ($balanceSpan.length) {
+                    return ($balanceSpan.text() || '').trim();
+                }
+                return ($(node).text() || '').trim();
+            }
+            if (typeof data === 'string' && data.indexOf('<') !== -1) {
+                return $('<div>').html(data).text().trim();
+            }
+            return data;
+        }
+        var depositExportOptions = {
+            format: {
+                body: depositExportFormatBody
+            }
+        };
         var depositPageStorageKey = 'view_deposit_datatable_page_' + window.location.pathname + window.location.search;
         function getStoredDepositPage() {
             var page = parseInt(sessionStorage.getItem(depositPageStorageKey), 10);
@@ -780,7 +812,7 @@ $vd_col_width_px = nhance_dt_column_widths_px($vd_header_labels, $vd_col_max_len
                                         extend: 'csv',
                                         text: '<i class="mdi mdi-file-delimited " ></i><span class="  btn-custom">  CSV </span>',
                                         title: 'CD TransactionDetails',
-                                        exportOptions: { columns: '' },
+                                        exportOptions: $.extend(true, { columns: '' }, depositExportOptions),
                                         className: 'app-btn-primary ',
                                     },
                                     {
@@ -788,9 +820,7 @@ $vd_col_width_px = nhance_dt_column_widths_px($vd_header_labels, $vd_col_max_len
                                 text: '<i class="mdi mdi-file-excel " ></i><span class="  btn-custom">  EXCEL </span>',
                                 title: 'CD TransactionDetails',
                                 sheetName: 'CD TransactionDetails',
-                                exportOptions: {
+                                exportOptions: $.extend(true, { orthogonal: 'sort' }, depositExportOptions)
-                                    orthogonal: 'sort'
-                                }
                             }
                         ]
                     }