diff --git a/app/Controllers/ClientController.php b/app/Controllers/ClientController.php
index 90b426ce..b56714a0 100755
--- a/app/Controllers/ClientController.php
+++ b/app/Controllers/ClientController.php
@@ -1037,7 +1037,7 @@ class ClientController extends AdminController
$editData['client_branch'] = $this->clientBranchModel->where(['client_id' => $id, 'is_active' => 1])->findAll();
$editData['client_relation'] = $this->clientRMModel->where(['client_id' => $id, 'is_active' => 1])->findAll();
$editData['client_branch']['role'] = get_role_id();
- $editData['lead_data'] = $this->leadsModel->getLeadForInsertClientList(null, $id, 'update');
+ $editData['lead_data'] = $this->leadsModel->getLeadForInsertClientList([1,3,2], $id, 'update');
$clientPoliceData = $this->clientPolicyModel->getClientPolicyByClientId($id);
foreach ($clientPoliceData as $key => $value) {
diff --git a/app/Controllers/LeadsController.php b/app/Controllers/LeadsController.php
index ecc9ed74..bd343eee 100644
--- a/app/Controllers/LeadsController.php
+++ b/app/Controllers/LeadsController.php
@@ -4539,6 +4539,14 @@ class LeadsController extends BaseController
return $this->respond(['status' => false, 'message' => 'Failed to create policy', 'data' => null], 200);
}
+ if (empty($client_id) && ! empty($data['client_id'])) {
+ $client_id = $data['client_id'];
+ }
+
+ if (empty($branch_id) && ! empty($data['client_branch_id'])) {
+ $branch_id = $data['client_branch_id'];
+ }
+
$result = $this->createClientPolicyWithLeadData($data, $client_id, $branch_id);
// print_r($result); die;
diff --git a/app/Models/LeadsModel.php b/app/Models/LeadsModel.php
index 5ebd7f13..1d20863a 100644
--- a/app/Models/LeadsModel.php
+++ b/app/Models/LeadsModel.php
@@ -190,7 +190,7 @@ class LeadsModel extends Model
public function getLeadForInsertClientList($type = null, $client_id = null, $from = null)
{
$query = $this->db->table('leads')
- ->select('leads.*, user_profiles.first_name as user_name, policy_type.allocg')
+ ->select('leads.*, user_profiles.first_name as user_name, policy_type.allocg, policy_type.policy_type as policy_type_name')
->join('user_profiles', 'leads.created_by = user_profiles.id')
->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
->where('leads.is_active', 1)
@@ -200,13 +200,24 @@ class LeadsModel extends Model
$query->where("(leads.is_policy_created = '' OR leads.is_policy_created IS NULL)");
if ($client_id) {
- $query->join('clients', 'clients.id = ' . (int) $client_id)
- ->join('client_branch', 'client_branch.client_id = clients.id AND client_branch.is_active = 1')
- ->where('leads.client_name = clients.client_name', null, false)
- ->where('leads.client_short_name = clients.short_name', null, false)
- ->where('leads.branch_name = client_branch.branch_name', null, false)
- ->where('leads.branch_code = client_branch.branch_code', null, false)
- ->groupBy('leads.id');
+ $clientId = (int) $client_id;
+ $query->groupStart()
+ ->where('leads.client_id', $clientId)
+ ->orWhere(
+ "EXISTS (
+ SELECT 1
+ FROM clients c
+ INNER JOIN client_branch cb ON cb.client_id = c.id AND cb.is_active = 1
+ WHERE c.id = {$clientId}
+ AND leads.client_name = c.client_name
+ AND leads.client_short_name = c.short_name
+ AND leads.branch_name = cb.branch_name
+ AND leads.branch_code = cb.branch_code
+ )",
+ null,
+ false
+ )
+ ->groupEnd();
}
} else {
$query->groupStart()
@@ -214,14 +225,16 @@ class LeadsModel extends Model
->orWhere("(leads.is_policy_created = '' OR leads.is_policy_created IS NULL)")
->groupEnd();
- if ($type) {
- $query->whereIn('leads.lead_type', $type);
- }
+
if ($client_id) {
$query->where('leads.client_id', $client_id);
}
}
+ if ($type) {
+ $query->whereIn('leads.lead_type', $type);
+ }
+
$query->groupStart()
->where("policy_type.allocg != 'EB'")
->orWhere("(policy_type.allocg = 'EB' AND leads.proposel_data IS NOT NULL AND leads.proposel_data <> '')")
diff --git a/app/Views/client_list.php b/app/Views/client_list.php
index 88e26a8c..18b3a859 100755
--- a/app/Views/client_list.php
+++ b/app/Views/client_list.php
@@ -244,7 +244,7 @@ table.dataTable thead th {
-
+
diff --git a/app/Views/client_policy.php b/app/Views/client_policy.php
index 101ab426..5b54fbe1 100755
--- a/app/Views/client_policy.php
+++ b/app/Views/client_policy.php
@@ -396,7 +396,7 @@ input:checked + .slider_blue::before {
-
+