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FIX_MULTIPLE_POLICY_CREATE_IN_THE_LEAD_NEED_TO_LIST_IN_THE_DROPDOWN

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VENKATESHWARAN 2026-06-30 11:17:03 +05:30
parent 00b1afd8fb
commit f72bbfe799
2 changed files with 29 additions and 13 deletions
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2
app/Controllers/ClientController.php
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@ -1037,7 +1037,7 @@ class ClientController extends AdminController
$editData['client_branch'] = $this->clientBranchModel->where(['client_id' => $id, 'is_active' => 1])->findAll(); $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_relation'] = $this->clientRMModel->where(['client_id' => $id, 'is_active' => 1])->findAll();
$editData['client_branch']['role'] = get_role_id(); $editData['client_branch']['role'] = get_role_id();
$editData['lead_data'] = $this->leadsModel->getLeadForInsertClientList([2], $id); $editData['lead_data'] = $this->leadsModel->getLeadForInsertClientList(null, $id, 'update');
$clientPoliceData = $this->clientPolicyModel->getClientPolicyByClientId($id); $clientPoliceData = $this->clientPolicyModel->getClientPolicyByClientId($id);
foreach ($clientPoliceData as $key => $value) { foreach ($clientPoliceData as $key => $value) {

40
app/Models/LeadsModel.php
View File

@ -187,30 +187,46 @@ class LeadsModel extends Model
return $data->orderBy('leads.id', 'desc')->findAll(); return $data->orderBy('leads.id', 'desc')->findAll();
} }
public function getLeadForInsertClientList($type = null, $client_id = null) public function getLeadForInsertClientList($type = null, $client_id = null, $from = null)
{ {
$query = $this->db->table('leads') $query = $this->db->table('leads')
->select('leads.*, user_profiles.first_name as user_name, policy_type.allocg') ->select('leads.*, user_profiles.first_name as user_name, policy_type.allocg')
->join('user_profiles', 'leads.created_by = user_profiles.id') ->join('user_profiles', 'leads.created_by = user_profiles.id')
->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left') ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
->where('leads.is_active', 1) ->where('leads.is_active', 1)
->where('leads.status', 'won') ->where('leads.status', 'won');
->groupStart()
if ($from === 'update') {
$query->where("(leads.is_policy_created = '' OR leads.is_policy_created IS NULL)");
if ($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');
}
} else {
$query->groupStart()
->where("(leads.is_client_created = '' OR leads.is_client_created IS NULL)") ->where("(leads.is_client_created = '' OR leads.is_client_created IS NULL)")
->orWhere("(leads.is_policy_created = '' OR leads.is_policy_created IS NULL)") ->orWhere("(leads.is_policy_created = '' OR leads.is_policy_created IS NULL)")
->groupEnd()
->groupStart()
->where("policy_type.allocg != 'EB'")
->orWhere("(policy_type.allocg = 'EB' AND leads.proposel_data IS NOT NULL AND leads.proposel_data <> '')")
->groupEnd(); ->groupEnd();
if ($type) { if ($type) {
$query->whereIn('leads.lead_type', $type); $query->whereIn('leads.lead_type', $type);
} }
if ($client_id) { if ($client_id) {
$query->where('leads.client_id', $client_id); $query->where('leads.client_id', $client_id);
}
} }
$query->groupStart()
->where("policy_type.allocg != 'EB'")
->orWhere("(policy_type.allocg = 'EB' AND leads.proposel_data IS NOT NULL AND leads.proposel_data <> '')")
->groupEnd();
$result = $query->get()->getResultArray(); $result = $query->get()->getResultArray();
return $result; return $result;
} }