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CHANGE_CLIENT_ID_STORE_IN_LEAD_TABLE : RV

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This commit is contained in:
VENKATESHWARAN 2024-11-26 09:34:07 +05:30
parent 31820a8905
commit cc61206101
4 changed files with 17 additions and 5 deletions
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12
app/Controllers/LeadsController.php
View File

@ -1056,6 +1056,7 @@ class LeadsController extends BaseController
if ($client_id) {
$this->createClientBranchAndContactWithLeadData($data, $client_id);
$this->leadsModel->where('id', $data['id'])->set('is_client_created', $client_id)->update();
}
return $client_id;
@ -1079,7 +1080,7 @@ class LeadsController extends BaseController
$branch_id = $this->clientBranchModel->insert($branch_data);
if ($branch_id) {
$this->leadsModel->where('id', $data['id'])->set('is_client_created', $client_id)->update();
$contact_data = $this->prepareContactData($data, $branch_id);
$this->levelContactModel->insert($contact_data);
@ -1116,7 +1117,14 @@ class LeadsController extends BaseController
public function createClientPolicyWithLeadData($data, $client_id, $branch_id)
{
$client_policy_data = $this->prepareClientPolicyData($data, $client_id, $branch_id);
return $this->clientPolicyModel->insert($client_policy_data);
$client_policy_id = $this->clientPolicyModel->insert($client_policy_data);
if($client_policy_id){
$this->leadsModel->where('id', $data['id'])->set('is_client_created', $client_id)->update();
}
return $client_policy_id;
}
private function prepareClientPolicyData($data, $client_id, $branch_id)

6
app/Models/LeadsModel.php
View File

@ -51,6 +51,7 @@ class LeadsModel extends Model
'updated_at',
'updated_by',
'is_active',
'is_client_created',
];
@ -127,7 +128,10 @@ class LeadsModel extends Model
->join('user_profiles', 'leads.created_by = user_profiles.id')
->where('leads.is_active', 1)
->where('leads.status', 'won')
->where("leads.proposel_data IS NOT NULL AND leads.proposel_data <> ''");
->where("leads.proposel_data IS NOT NULL AND leads.proposel_data <> ''")
->where("(leads.is_client_created = '' OR leads.is_client_created IS NULL)");
if ($type) {
$query->where('leads.lead_type', $type);

2
app/Views/client_list.php
View File

@ -107,7 +107,7 @@ table.dataTable thead th {
</div>
<div class="form-group text-right m-b-0" id="hide_smbt_btn">
<button type="submit" class="btn btn-primary" onclick="featchClient()">Featch Client</button>
<button type="submit" class="btn btn-primary" onclick="featchClient()">Fetch Client</button>
</div>
</div>
</div><!-- /.modal-content -->

2
app/Views/client_policy.php
View File

@ -217,7 +217,7 @@
</div>
<div class="form-group text-right m-b-0" id="hide_smbt_btn">
<button type="submit" class="btn btn-primary" onclick="featchClient()">Featch Client</button>
<button type="submit" class="btn btn-primary" onclick="featchClient()">Fetch Client</button>
</div>
</div>
</div><!-- /.modal-content -->