nhance/app/Controllers/LeadsController.php

<?php

namespace App\Controllers;

use CodeIgniter\API\ResponseTrait;

use App\Models\UserModel;
use App\Models\ClientModel;
use App\Models\ClientBranchModel;
use App\Models\ClientPolicyModel;
use App\Models\LevelContactModel;
use App\Models\LeadsModel;
use App\Models\PolicyTypeModel;
use App\Models\KYCEntityTypeModel;
use App\Models\PolicyTransactionStatusModel;

class LeadsController extends AdminController
{   
    use ResponseTrait;
    
    //log message
    protected $myLogger;

    //models
    protected $clientModel;
    protected $userModel;
    protected $clientBranchModel;
    protected $clientPolicyModel;
    protected $levelContactModel;
    protected $leadsModel;
    protected $policyTypeModel;
    protected $kycEntityTypeModel;
    protected $policyTransactionStatusModel;

    //variables for storing array
    protected $issuer;
    protected $clientType;
    protected $leadType;
    protected $leadsStatus;

    public function __construct()
    {
        set_session_context('Leads');
        $this->myLogger = \Config\Services::mylogger();

        $this->clientModel        = new ClientModel();
        $this->userModel          = new UserModel();
        $this->clientBranchModel  = new ClientBranchModel();
        $this->clientPolicyModel  = new ClientPolicyModel();
        $this->levelContactModel  = new LevelContactModel();
        $this->leadsModel         = new LeadsModel();
        $this->policyTypeModel    = new PolicyTypeModel();
        $this->kycEntityTypeModel = new KYCEntityTypeModel();
        $this->policyTransactionStatusModel = new PolicyTransactionStatusModel();

        $this->issuer  = [1 => 'JIBS', 2 => 'Nhance'];
        $this->clientType  = [1 => 'Group', 2 => 'Individual'];
        $this->leadType   = [1 => 'Fresh', 2 => 'Renewal'];
        $this->leadsStatus = [
            'queued' => 'Queued',
            'qcr_sent' => 'QCR sent',
            'lost' => 'Lost',
            'co_insurer_pending' => 'Co-Insurer Pending',
            'won' => 'Won',
            'completed_with_corrections' => 'Completed with Corrections',
            'completed_without_corrections' => 'Completed w/o Corrections',
        ];
    }

    public function viewLeadsList()
    {   
        $data['page_name'] = 'Leads';

        $data['issuer'] = $this->issuer ;
        $data['client_type'] = $this->clientType;
        $data['lead_type'] =  $this->leadType;
        $data['lead_status'] = $this->leadsStatus;

        $data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
        $data['entity']  = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
        $data['salse_team'] = $this->userModel
            ->select('user_profiles.*')
            ->join('user_teams', 'user_profiles.id = user_teams.user_id')
            ->where('user_teams.team_id', 5)
            ->where('user_teams.is_active', 1)
            ->where('user_profiles.is_active', 1)
            ->findAll();

        $data['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
        // dd($data);
        $this->loadLayout('leads_list',  $data);
    }

    public function createLead()
    {
        // print_r($this->request->getPost()); die;
        $id = $this->request->getPost('id');
        $data = $this->prepareLeadData();
        // print_r($this->request->getPost()); die;

    
        if (!$id) {
            return $this->insertNewLead($data);
        } else {
            return $this->updateOldLead($id, $data);
        }
    }
    
    private function prepareLeadData()
    {
        $data = $this->request->getPost();
        
        if($data['lead_type'] == 2){
            $client_data = $this->clientModel->where('id', $data['client_id'])->where('is_active', 1)->first();
            $data['client_name'] = $client_data['client_name'];
            $data['client_short_name'] = $client_data['short_name'];
            $data['entity_type_id'] = $client_data['entity_type_id'];
            $data['client_type'] = $client_data['client_type'];
        }else{
            $data['client_id'] = 0;
            $data['client_branch_id'] = 0;
            $data['source_policy_id'] = 0;
        }

        $data['client_code'] = generate_client_code();
        if($data['client_code'] == 2){
            $data['client_code'] = generate_client_code('IC');
        }

        $data = $this->prepareMultipleLeadData($data);

        return $data;
    }

    private function prepareMultipleLeadData($data)
    {
        $processedData = [];
        foreach($data['policy_type_id'] as $index => $value){
            $processedData = [
                'lead_type'              => $data['lead_type'],
                'issuer'                 => $data['issuer'],
                'client_type'            => $data['client_type'],
                'client_name'            => $data['client_name'],
                'client_short_name'      => $data['client_short_name'],
                'entity_type_id'         => $data['entity_type_id'],
                'client_code'            => $data['client_code'],
                'cost_center'            => $data['cost_center'],
                'pan'                    => $data['pan'],
                'gst'                    => $data['gst'],
                'branch_name'            => $data['branch_name'],
                'branch_code'            => $data['branch_code'],
                'contact_person_name'    => $data['contact_person_name'],
                'contact_person_mobile'  => $data['contact_person_mobile'],
                'client_id'              => $data['client_id'],
                'client_branch_id'       => $data['client_branch_id'],
                'source_policy_id'       => $data['source_policy_id'],
                'policy_type_id'         => $value,
                'salse_person_id'        => $data['salse_person_id'],
                'status'                 => $data['status'],
                'notes'                  => $data['notes'],
                'created_by'             => $data['created_by'],
                'updated_by'             => $data['updated_by'],
                'is_active'              => $data['is_active'],
            ];
        }

        return $processedData;
    }
    
    private function insertNewLead($data)
    {   
        $insert = $this->leadsModel->insert($data);

        if ($insert) {
            $this->insertLeadStatus($insert, $data['status'], 3);
            return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => 'New Lead created successfully', 'data' =>$data], 200);
        }

        return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' =>$data], 200);
    }
    
    private function updateOldLead($id, $data)
    {   
        if ($this->leadsModel->update($id, $data)) {
            
            $this->insertLeadStatus($id, $data['status'], 3);
            return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Lead updated successfully", 'data' =>$data], 200);
        }
        return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' =>$data], 200);
    }

    // Get the Single Lead data for edit
    public function getLeadDataForEdit($id)
    {   

        $data = $this->leadsModel
                ->where('leads.id', $id)
                ->where('leads.is_active', 1)
                ->first();
    
        if($data){
            return $this->respond(['status' => true, 'data' => $data], 200);
        }else{
            return $this->respond(['status' => false], 200);
        }

    }

    private function insertLeadStatus($primaryKey, $status, $statusType)
    {
        $statusData = [
            'policy_tran_id' => $primaryKey,
            'status' => $status,
            'status_type' => $statusType,
            'created_by' => get_session_userid(),
        ];
        $this->policyTransactionStatusModel->insert($statusData);
    }


}