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<?php namespace App\Controllers; class Leads extends Security_Controller { function __construct() { parent::__construct(); //check permission to access this module $this->init_permission_checker("lead"); } /* load leads list view / function index() { $this->access_only_allowed_members(); $this->check_module_availability("module_lead"); $view_data["custom_field_headers"] = $this->Custom_fields_model->get_custom_field_headers_for_table("leads", $this->login_user->is_admin, $this->login_user->user_type); $view_data['lead_statuses'] = $this->Lead_status_model->get_details()->getResult(); $view_data['lead_sources'] = $this->Lead_source_model->get_details()->getResult(); $view_data['owners_dropdown'] = $this->_get_owners_dropdown("filter"); return $this->template->rander("leads/index", $view_data); } / load lead add/edit modal / function modal_form() { $lead_id = $this->request->getPost('id'); $this->can_access_this_lead($lead_id); $view_data = $this->make_lead_modal_form_data($lead_id); return $this->template->view('leads/modal_form', $view_data); } private function make_lead_modal_form_data($lead_id = 0) { $this->access_only_allowed_members(); $this->validate_submitted_data(array( "id" => "numeric" )); $view_data['label_column'] = "col-md-3"; $view_data['field_column'] = "col-md-9"; $view_data["view"] = $this->request->getPost('view'); //view='details' needed only when loding from the lead's details view $view_data['model_info'] = $this->Clients_model->get_one($lead_id); $view_data["currency_dropdown"] = $this->_get_currency_dropdown_select2_data(); $view_data["owners_dropdown"] = $this->_get_owners_dropdown(); $view_data['statuses'] = $this->Lead_status_model->get_details()->getResult(); $view_data['sources'] = $this->Lead_source_model->get_details()->getResult(); //prepare groups dropdown list $view_data['groups_dropdown'] = $this->_get_groups_dropdown_select2_data(); //get custom fields $view_data["custom_fields"] = $this->Custom_fields_model->get_combined_details("leads", $lead_id, $this->login_user->is_admin, $this->login_user->user_type)->getResult(); return $view_data; } //get owners dropdown //owner will be team member private function _get_owners_dropdown($view_type = "") { $team_members = $this->Users_model->get_all_where(array("user_type" => "staff", "deleted" => 0, "status" => "active"))->getResult(); $team_members_dropdown = array(); if ($view_type == "filter") { $team_members_dropdown = array(array("id" => "", "text" => "- " . app_lang("owner") . " -")); } foreach ($team_members as $member) { $team_members_dropdown[] = array("id" => $member->id, "text" => $member->first_name . " " . $member->last_name); } return $team_members_dropdown; } / insert or update a lead / function save() { $client_id = $this->request->getPost('id'); $this->can_access_this_lead($client_id); $this->access_only_allowed_members(); $this->validate_submitted_data(array( "id" => "numeric", "company_name" => "required" )); $data = array( "company_name" => $this->request->getPost('company_name'), "address" => $this->request->getPost('address'), "city" => $this->request->getPost('city'), "state" => $this->request->getPost('state'), "zip" => $this->request->getPost('zip'), "country" => $this->request->getPost('country'), "phone" => $this->request->getPost('phone'), "website" => $this->request->getPost('website'), "vat_number" => $this->request->getPost('vat_number'), "currency_symbol" => $this->request->getPost('currency_symbol') ? $this->request->getPost('currency_symbol') : "", "currency" => $this->request->getPost('currency') ? $this->request->getPost('currency') : "", "is_lead" => 1, "lead_status_id" => $this->request->getPost('lead_status_id'), "lead_source_id" => $this->request->getPost('lead_source_id'), "owner_id" => $this->request->getPost('owner_id') ? $this->request->getPost('owner_id') : $this->login_user->id ); if (!$client_id) { $data["created_date"] = get_current_utc_time(); } $data = clean_data($data); $save_id = $this->Clients_model->ci_save($data, $client_id); if ($save_id) { save_custom_fields("leads", $save_id, $this->login_user->is_admin, $this->login_user->user_type); if (!$client_id) { log_notification("lead_created", array("lead_id" => $save_id), $this->login_user->id); } echo json_encode(array("success" => true, "data" => $this->_row_data($save_id), 'id' => $save_id, 'view' => $this->request->getPost('view'), 'message' => app_lang('record_saved'))); } else { echo json_encode(array("success" => false, 'message' => app_lang('error_occurred'))); } } / delete or undo a lead / function delete() { $this->access_only_allowed_members(); $this->validate_submitted_data(array( "id" => "required\|numeric" )); $id = $this->request->getPost('id'); $this->can_access_this_lead($id); if ($this->Clients_model->delete_client_and_sub_items($id)) { echo json_encode(array("success" => true, 'message' => app_lang('record_deleted'))); } else { echo json_encode(array("success" => false, 'message' => app_lang('record_cannot_be_deleted'))); } } private function show_own_leads_only_user_id() { if ($this->login_user->user_type === "staff") { return get_array_value($this->login_user->permissions, "lead") == "own" ? $this->login_user->id : false; } } private function can_access_this_lead($lead_id = 0) { $lead_info = $this->Clients_model->get_one($lead_id); if ($lead_info->id && get_array_value($this->login_user->permissions, "lead") == "own" && $lead_info->owner_id !== $this->login_user->id) { app_redirect("forbidden"); } } / list of leads, prepared for datatable / function list_data() { $this->access_only_allowed_members(); $custom_fields = $this->Custom_fields_model->get_available_fields_for_table("leads", $this->login_user->is_admin, $this->login_user->user_type); $show_own_leads_only_user_id = $this->show_own_leads_only_user_id(); $options = array( "custom_fields" => $custom_fields, "leads_only" => true, "status" => $this->request->getPost('status'), "source" => $this->request->getPost('source'), "owner_id" => $show_own_leads_only_user_id ? $show_own_leads_only_user_id : $this->request->getPost('owner_id') ); $list_data = $this->Clients_model->get_details($options)->getResult(); $result = array(); foreach ($list_data as $data) { $result[] = $this->_make_row($data, $custom_fields); } echo json_encode(array("data" => $result)); } / return a row of lead list table / private function _row_data($id) { $custom_fields = $this->Custom_fields_model->get_available_fields_for_table("leads", $this->login_user->is_admin, $this->login_user->user_type); $options = array( "id" => $id, "custom_fields" => $custom_fields, "leads_only" => true ); $data = $this->Clients_model->get_details($options)->getRow(); return $this->_make_row($data, $custom_fields); } / prepare a row of lead list table / private function _make_row($data, $custom_fields) { //primary contact $image_url = get_avatar($data->contact_avatar); $contact = "<span class='avatar avatar-xs mr10'><img src='$image_url' alt='...'></span> $data->primary_contact"; $primary_contact = get_lead_contact_profile_link($data->primary_contact_id, $contact); //lead owner $owner = "-"; if ($data->owner_id) { $owner_image_url = get_avatar($data->owner_avatar); $owner_user = "<span class='avatar avatar-xs mr10'><img src='$owner_image_url' alt='...'></span> $data->owner_name"; $owner = get_team_member_profile_link($data->owner_id, $owner_user); } $row_data = array( anchor(get_uri("leads/view/" . $data->id), $data->company_name), $data->primary_contact ? $primary_contact : "", $owner ); $row_data[] = js_anchor($data->lead_status_title, array("style" => "background-color: $data->lead_status_color", "class" => "badge", "data-id" => $data->id, "data-value" => $data->lead_status_id, "data-act" => "update-lead-status")); foreach ($custom_fields as $field) { $cf_id = "cfv_" . $field->id; $row_data[] = $this->template->view("custom_fields/output_" . $field->field_type, array("value" => $data->$cf_id)); } $row_data[] = modal_anchor(get_uri("leads/modal_form"), "<i data-feather='edit' class='icon-16'></i>", array("class" => "edit", "title" => app_lang('edit_lead'), "data-post-id" => $data->id)) . js_anchor("<i data-feather='x' class='icon-16'></i>", array('title' => app_lang('delete_lead'), "class" => "delete", "data-id" => $data->id, "data-action-url" => get_uri("leads/delete"), "data-action" => "delete-confirmation")); return $row_data; } / load lead details view / function view($client_id = 0, $tab = "") { $this->check_module_availability("module_lead"); $this->access_only_allowed_members(); if ($client_id) { $options = array("id" => $client_id); $lead_info = $this->Clients_model->get_details($options)->getRow(); $this->can_access_this_lead($client_id); if ($lead_info && $lead_info->is_lead) { $access_info = $this->get_access_info("estimate"); $view_data["show_estimate_info"] = (get_setting("module_estimate") && $access_info->access_type == "all") ? true : false; $access_info = $this->get_access_info("estimate_request"); $view_data["show_estimate_request_info"] = (get_setting("module_estimate_request") && $access_info->access_type == "all") ? true : false; / $access_info = $this->get_access_info("ticket"); $view_data["show_ticket_info"] = (get_setting("module_ticket") && $access_info->access_type == "all") ? true : false; / $view_data["show_ticket_info"] = false; //don't show tickets for now. $view_data["show_note_info"] = (get_setting("module_note")) ? true : false; $view_data["show_event_info"] = (get_setting("module_event")) ? true : false; $view_data['lead_info'] = $lead_info; $view_data["tab"] = $tab; return $this->template->rander("leads/view", $view_data); } else { show_404(); } } else { show_404(); } } / load estimates tab / function estimates($client_id) { $this->access_only_allowed_members(); if ($client_id) { $this->can_access_this_lead($client_id); $view_data["lead_info"] = $this->Clients_model->get_one($client_id); $view_data['client_id'] = $client_id; $view_data["custom_field_headers"] = $this->Custom_fields_model->get_custom_field_headers_for_table("estimates", $this->login_user->is_admin, $this->login_user->user_type); return $this->template->view("leads/estimates/estimates", $view_data); } } / load estimate requests tab / function estimate_requests($client_id) { $this->access_only_allowed_members(); if ($client_id) { $this->can_access_this_lead($client_id); $view_data['client_id'] = $client_id; return $this->template->view("leads/estimates/estimate_requests", $view_data); } } / load notes tab / function notes($client_id) { $this->access_only_allowed_members(); if ($client_id) { $this->can_access_this_lead($client_id); $view_data['client_id'] = $client_id; return $this->template->view("leads/notes/index", $view_data); } } / load events tab / function events($client_id) { $this->access_only_allowed_members(); if ($client_id) { $this->can_access_this_lead($client_id); $view_data['client_id'] = $client_id; $view_data['calendar_filter_dropdown'] = $this->get_calendar_filter_dropdown("lead"); $view_data['event_labels_dropdown'] = json_encode($this->make_labels_dropdown("event", "", true, app_lang("event") . " " . strtolower(app_lang("label")))); return $this->template->view("events/index", $view_data); } } / load files tab / function files($client_id) { $this->access_only_allowed_members(); $this->can_access_this_lead($client_id); $options = array("client_id" => $client_id); $view_data['files'] = $this->General_files_model->get_details($options)->getResult(); $view_data['client_id'] = $client_id; return $this->template->view("leads/files/index", $view_data); } / file upload modal / function file_modal_form() { $view_data['model_info'] = $this->General_files_model->get_one($this->request->getPost('id')); $client_id = $this->request->getPost('client_id') ? $this->request->getPost('client_id') : $view_data['model_info']->client_id; $this->access_only_allowed_members(); $this->can_access_this_lead($client_id); $view_data['client_id'] = $client_id; return $this->template->view('leads/files/modal_form', $view_data); } / save file data and move temp file to parmanent file directory / function save_file() { $this->validate_submitted_data(array( "id" => "numeric", "client_id" => "required\|numeric" )); $client_id = $this->request->getPost('client_id'); $this->access_only_allowed_members(); $this->can_access_this_lead($client_id); $files = $this->request->getPost("files"); $success = false; $now = get_current_utc_time(); $target_path = getcwd() . "/" . get_general_file_path("client", $client_id); //process the fiiles which has been uploaded by dropzone if ($files && get_array_value($files, 0)) { foreach ($files as $file) { $file_name = $this->request->getPost('file_name_' . $file); $file_info = move_temp_file($file_name, $target_path); if ($file_info) { $data = array( "client_id" => $client_id, "file_name" => get_array_value($file_info, 'file_name'), "file_id" => get_array_value($file_info, 'file_id'), "service_type" => get_array_value($file_info, 'service_type'), "description" => $this->request->getPost('description_' . $file), "file_size" => $this->request->getPost('file_size_' . $file), "created_at" => $now, "uploaded_by" => $this->login_user->id ); $success = $this->General_files_model->ci_save($data); } else { $success = false; } } } if ($success) { echo json_encode(array("success" => true, 'message' => app_lang('record_saved'))); } else { echo json_encode(array("success" => false, 'message' => app_lang('error_occurred'))); } } / list of files, prepared for datatable / function files_list_data($client_id = 0) { $this->access_only_allowed_members(); $this->can_access_this_lead($client_id); $options = array("client_id" => $client_id); $list_data = $this->General_files_model->get_details($options)->getResult(); $result = array(); foreach ($list_data as $data) { $result[] = $this->_make_file_row($data); } echo json_encode(array("data" => $result)); } private function _make_file_row($data) { $file_icon = get_file_icon(strtolower(pathinfo($data->file_name, PATHINFO_EXTENSION))); $image_url = get_avatar($data->uploaded_by_user_image); $uploaded_by = "<span class='avatar avatar-xs mr10'><img src='$image_url' alt='...'></span> $data->uploaded_by_user_name"; $uploaded_by = get_team_member_profile_link($data->uploaded_by, $uploaded_by); $description = "<div class='float-start'>" . js_anchor(remove_file_prefix($data->file_name), array('title' => "", "data-toggle" => "app-modal", "data-sidebar" => "0", "data-url" => get_uri("leads/view_file/" . $data->id))); if ($data->description) { $description .= "<br /><span>" . $data->description . "</span></div>"; } else { $description .= "</div>"; } $options = anchor(get_uri("leads/download_file/" . $data->id), "<i data-feather='download-cloud' class='icon-16'></i>", array("title" => app_lang("download"))); $options .= js_anchor("<i data-feather='x' class='icon-16'></i>", array('title' => app_lang('delete_file'), "class" => "delete", "data-id" => $data->id, "data-action-url" => get_uri("leads/delete_file"), "data-action" => "delete-confirmation")); return array($data->id, "<div data-feather='$file_icon' class='mr10 float-start'></div>" . $description, convert_file_size($data->file_size), $uploaded_by, format_to_datetime($data->created_at), $options ); } function view_file($file_id = 0) { $file_info = $this->General_files_model->get_details(array("id" => $file_id))->getRow(); if ($file_info) { $this->access_only_allowed_members(); if (!$file_info->client_id) { app_redirect("forbidden"); } $this->can_access_this_lead($file_info->client_id); $view_data['can_comment_on_files'] = false; $file_url = get_source_url_of_file(make_array_of_file($file_info), get_general_file_path("client", $file_info->client_id)); $view_data["file_url"] = $file_url; $view_data["is_image_file"] = is_image_file($file_info->file_name); $view_data["is_google_preview_available"] = is_google_preview_available($file_info->file_name); $view_data["is_viewable_video_file"] = is_viewable_video_file($file_info->file_name); $view_data["is_google_drive_file"] = ($file_info->file_id && $file_info->service_type == "google") ? true : false; $view_data["file_info"] = $file_info; $view_data['file_id'] = $file_id; return $this->template->view("leads/files/view", $view_data); } else { show_404(); } } / download a file / function download_file($id) { $file_info = $this->General_files_model->get_one($id); if (!$file_info->client_id) { app_redirect("forbidden"); } $this->can_access_this_lead($file_info->client_id); //serilize the path $file_data = serialize(array(make_array_of_file($file_info))); return $this->download_app_files(get_general_file_path("client", $file_info->client_id), $file_data); } / upload a post file / function upload_file() { upload_file_to_temp(); } / check valid file for lead / function validate_file() { return validate_post_file($this->request->getPost("file_name")); } / delete a file / function delete_file() { $id = $this->request->getPost('id'); $info = $this->General_files_model->get_one($id); if (!$info->client_id) { app_redirect("forbidden"); } $this->can_access_this_lead($info->client_id); if ($this->General_files_model->delete($id)) { //delete the files delete_app_files(get_general_file_path("client", $info->client_id), array(make_array_of_file($info))); echo json_encode(array("success" => true, 'message' => app_lang('record_deleted'))); } else { echo json_encode(array("success" => false, 'message' => app_lang('record_cannot_be_deleted'))); } } function contact_profile($contact_id = 0, $tab = "") { $this->check_module_availability("module_lead"); $this->access_only_allowed_members(); $view_data['user_info'] = $this->Users_model->get_one($contact_id); $this->can_access_this_lead($view_data['user_info']->client_id); $view_data['lead_info'] = $this->Clients_model->get_one($view_data['user_info']->client_id); $view_data['tab'] = $tab; if ($view_data['user_info']->user_type === "lead") { $view_data['show_cotact_info'] = true; $view_data['show_social_links'] = true; $view_data['social_link'] = $this->Social_links_model->get_one($contact_id); return $this->template->rander("leads/contacts/view", $view_data); } else { show_404(); } } / load contacts tab / function contacts($client_id) { $this->access_only_allowed_members(); if ($client_id) { $this->can_access_this_lead($client_id); $view_data['client_id'] = $client_id; $view_data["custom_field_headers"] = $this->Custom_fields_model->get_custom_field_headers_for_table("lead_contacts", $this->login_user->is_admin, $this->login_user->user_type); return $this->template->view("leads/contacts/index", $view_data); } } / contact add modal / function add_new_contact_modal_form() { $this->access_only_allowed_members(); $view_data['model_info'] = $this->Users_model->get_one(0); $view_data['model_info']->client_id = $this->request->getPost('client_id'); $this->can_access_this_lead($view_data['model_info']->client_id); $view_data["custom_fields"] = $this->Custom_fields_model->get_combined_details("lead_contacts", $view_data['model_info']->id, $this->login_user->is_admin, $this->login_user->user_type)->getResult(); return $this->template->view('leads/contacts/modal_form', $view_data); } / load contact's general info tab view / function contact_general_info_tab($contact_id = 0) { if ($contact_id) { $this->access_only_allowed_members(); $view_data['model_info'] = $this->Users_model->get_one($contact_id); $this->can_access_this_lead($view_data['model_info']->client_id); $view_data["custom_fields"] = $this->Custom_fields_model->get_combined_details("lead_contacts", $contact_id, $this->login_user->is_admin, $this->login_user->user_type)->getResult(); $view_data['label_column'] = "col-md-2"; $view_data['field_column'] = "col-md-10"; return $this->template->view('leads/contacts/contact_general_info_tab', $view_data); } } / load contact's company info tab view / function company_info_tab($client_id = 0) { if ($client_id) { $this->access_only_allowed_members(); $this->can_access_this_lead($client_id); $view_data['model_info'] = $this->Clients_model->get_one($client_id); $view_data['statuses'] = $this->Lead_status_model->get_details()->getResult(); $view_data['sources'] = $this->Lead_source_model->get_details()->getResult(); $view_data["custom_fields"] = $this->Custom_fields_model->get_combined_details("leads", $client_id, $this->login_user->is_admin, $this->login_user->user_type)->getResult(); $view_data['label_column'] = "col-md-2"; $view_data['field_column'] = "col-md-10"; $view_data["owners_dropdown"] = $this->_get_owners_dropdown(); return $this->template->view('leads/contacts/company_info_tab', $view_data); } } / load contact's social links tab view / function contact_social_links_tab($contact_id = 0) { if ($contact_id) { $this->access_only_allowed_members(); $view_data['user_id'] = $contact_id; $view_data['user_type'] = "lead"; $view_data['model_info'] = $this->Social_links_model->get_one($contact_id); return $this->template->view('users/social_links', $view_data); } } / insert/upadate a contact / function save_contact() { $contact_id = $this->request->getPost('contact_id'); $client_id = $this->request->getPost('client_id'); $this->access_only_allowed_members(); $this->can_access_this_lead($client_id); $user_data = array( "first_name" => $this->request->getPost('first_name'), "last_name" => $this->request->getPost('last_name'), "phone" => $this->request->getPost('phone'), "skype" => $this->request->getPost('skype'), "job_title" => $this->request->getPost('job_title'), "gender" => $this->request->getPost('gender'), "note" => $this->request->getPost('note'), "user_type" => "lead" ); $this->validate_submitted_data(array( "first_name" => "required", "last_name" => "required", "client_id" => "required\|numeric", "email" => "required\|valid_email" )); $user_data["email"] = trim($this->request->getPost('email')); //validate duplicate email address if ($this->Users_model->is_email_exists($user_data["email"])) { echo json_encode(array("success" => false, 'message' => app_lang('duplicate_email'))); exit(); } if (!$contact_id) { //inserting new contact. client_id is required //we'll save following fields only when creating a new contact from this form $user_data["client_id"] = $client_id; $user_data["created_at"] = get_current_utc_time(); } //by default, the first contact of a lead is the primary contact //check existing primary contact. if not found then set the first contact = primary contact $primary_contact = $this->Clients_model->get_primary_contact($client_id); if (!$primary_contact) { $user_data['is_primary_contact'] = 1; } //only admin can change existing primary contact $is_primary_contact = $this->request->getPost('is_primary_contact'); if ($is_primary_contact && $this->login_user->is_admin) { $user_data['is_primary_contact'] = 1; } $user_data = clean_data($user_data); $save_id = $this->Users_model->ci_save($user_data, $contact_id); if ($save_id) { save_custom_fields("lead_contacts", $save_id, $this->login_user->is_admin, $this->login_user->user_type); //has changed the existing primary contact? updete previous primary contact and set is_primary_contact=0 if ($is_primary_contact) { $user_data = array("is_primary_contact" => 0); $this->Users_model->ci_save($user_data, $primary_contact); } echo json_encode(array("success" => true, "data" => $this->_contact_row_data($save_id), 'id' => $contact_id, 'message' => app_lang('record_saved'))); } else { echo json_encode(array("success" => false, 'message' => app_lang('error_occurred'))); } } //save social links of a contact function save_contact_social_links($contact_id = 0) { $this->access_only_allowed_members(); $lead_info = $this->Users_model->get_one($contact_id); $this->can_access_this_lead($lead_info->client_id); $id = 0; //find out, the user has existing social link row or not? if found update the row otherwise add new row. $has_social_links = $this->Social_links_model->get_one($contact_id); if (isset($has_social_links->id)) { $id = $has_social_links->id; } $social_link_data = array( "facebook" => $this->request->getPost('facebook'), "twitter" => $this->request->getPost('twitter'), "linkedin" => $this->request->getPost('linkedin'), "googleplus" => $this->request->getPost('googleplus'), "digg" => $this->request->getPost('digg'), "youtube" => $this->request->getPost('youtube'), "pinterest" => $this->request->getPost('pinterest'), "instagram" => $this->request->getPost('instagram'), "github" => $this->request->getPost('github'), "tumblr" => $this->request->getPost('tumblr'), "vine" => $this->request->getPost('vine'), "user_id" => $contact_id, "id" => $id ? $id : $contact_id ); $social_link_data = clean_data($social_link_data); $this->Social_links_model->ci_save($social_link_data, $id); echo json_encode(array("success" => true, 'message' => app_lang('record_updated'))); } //save profile image of a contact function save_profile_image($user_id = 0) { $this->access_only_allowed_members(); $lead_info = $this->Users_model->get_one($user_id); $this->can_access_this_lead($lead_info->client_id); //process the the file which has uploaded by dropzone $profile_image = str_replace("~", ":", $this->request->getPost("profile_image")); if ($profile_image) { $profile_image = serialize(move_temp_file("avatar.png", get_setting("profile_image_path"), "", $profile_image)); //delete old file delete_app_files(get_setting("profile_image_path"), array(@unserialize($lead_info->image))); $image_data = array("image" => $profile_image); $this->Users_model->ci_save($image_data, $user_id); echo json_encode(array("success" => true, 'message' => app_lang('profile_image_changed'))); } //process the the file which has uploaded using manual file submit if ($_FILES) { $profile_image_file = get_array_value($_FILES, "profile_image_file"); $image_file_name = get_array_value($profile_image_file, "tmp_name"); if ($image_file_name) { if (!$this->check_profile_image_dimension($image_file_name)) { echo json_encode(array("success" => false, 'message' => app_lang('profile_image_error_message'))); exit(); } $profile_image = serialize(move_temp_file("avatar.png", get_setting("profile_image_path"), "", $image_file_name)); //delete old file delete_app_files(get_setting("profile_image_path"), array(@unserialize($lead_info->image))); $image_data = array("image" => $profile_image); $this->Users_model->ci_save($image_data, $user_id); echo json_encode(array("success" => true, 'message' => app_lang('profile_image_changed'), "reload_page" => true)); } } } / delete or undo a contact / function delete_contact() { $this->validate_submitted_data(array( "id" => "required\|numeric" )); $this->access_only_allowed_members(); $id = $this->request->getPost('id'); $lead_info = $this->Users_model->get_one($id); $this->can_access_this_lead($lead_info->client_id); if ($this->request->getPost('undo')) { if ($this->Users_model->delete($id, true)) { echo json_encode(array("success" => true, "data" => $this->_contact_row_data($id), "message" => app_lang('record_undone'))); } else { echo json_encode(array("success" => false, app_lang('error_occurred'))); } } else { if ($this->Users_model->delete($id)) { echo json_encode(array("success" => true, 'message' => app_lang('record_deleted'))); } else { echo json_encode(array("success" => false, 'message' => app_lang('record_cannot_be_deleted'))); } } } / list of contacts, prepared for datatable / function contacts_list_data($client_id = 0) { $this->access_only_allowed_members(); $this->can_access_this_lead($client_id); $custom_fields = $this->Custom_fields_model->get_available_fields_for_table("lead_contacts", $this->login_user->is_admin, $this->login_user->user_type); $options = array("user_type" => "lead", "client_id" => $client_id, "custom_fields" => $custom_fields); $list_data = $this->Users_model->get_details($options)->getResult(); $result = array(); foreach ($list_data as $data) { $result[] = $this->_make_contact_row($data, $custom_fields); } echo json_encode(array("data" => $result)); } / return a row of contact list table / private function _contact_row_data($id) { $custom_fields = $this->Custom_fields_model->get_available_fields_for_table("lead_contacts", $this->login_user->is_admin, $this->login_user->user_type); $options = array( "id" => $id, "user_type" => "lead", "custom_fields" => $custom_fields ); $data = $this->Users_model->get_details($options)->getRow(); return $this->_make_contact_row($data, $custom_fields); } / prepare a row of contact list table / private function _make_contact_row($data, $custom_fields) { $image_url = get_avatar($data->image); $user_avatar = "<span class='avatar avatar-xs'><img src='$image_url' alt='...'></span>"; $full_name = $data->first_name . " " . $data->last_name . " "; $primary_contact = ""; if ($data->is_primary_contact == "1") { $primary_contact = "<span class='bg-info badge text-white'>" . app_lang('primary_contact') . "</span>"; } $contact_link = anchor(get_uri("leads/contact_profile/" . $data->id), $full_name . $primary_contact); if ($this->login_user->user_type === "lead") { $contact_link = $full_name; //don't show clickable link to lead } $row_data = array( $user_avatar, $contact_link, $data->job_title, $data->email, $data->phone ? $data->phone : "-", $data->skype ? $data->skype : "-" ); foreach ($custom_fields as $field) { $cf_id = "cfv_" . $field->id; $row_data[] = $this->template->view("custom_fields/output_" . $field->field_type, array("value" => $data->$cf_id)); } $row_data[] = js_anchor("<i data-feather='x' class='icon-16'></i>", array('title' => app_lang('delete_contact'), "class" => "delete", "data-id" => "$data->id", "data-action-url" => get_uri("leads/delete_contact"), "data-action" => "delete")); return $row_data; } / upadate a lead status / function save_lead_status($id = 0) { $this->access_only_allowed_members(); $this->can_access_this_lead($id); $data = array( "lead_status_id" => $this->request->getPost('value') ); $save_id = $this->Clients_model->ci_save($data, $id); if ($save_id) { echo json_encode(array("success" => true, "data" => $this->_row_data($save_id), 'id' => $save_id, "message" => app_lang('record_saved'))); } else { echo json_encode(array("success" => false, app_lang('error_occurred'))); } } function all_leads_kanban() { $this->access_only_allowed_members(); $this->check_module_availability("module_lead"); $view_data['owners_dropdown'] = $this->_get_owners_dropdown("filter"); $view_data['lead_sources'] = $this->Lead_source_model->get_details()->getResult(); return $this->template->rander("leads/kanban/all_leads", $view_data); } function all_leads_kanban_data() { $this->access_only_allowed_members(); $this->check_module_availability("module_lead"); $show_own_leads_only_user_id = $this->show_own_leads_only_user_id(); $options = array( "status" => $this->request->getPost('status'), "owner_id" => $show_own_leads_only_user_id ? $show_own_leads_only_user_id : $this->request->getPost('owner_id'), "source" => $this->request->getPost('source'), "search" => $this->request->getPost('search'), ); $view_data["leads"] = $this->Clients_model->get_leads_kanban_details($options)->getResult(); $statuses = $this->Lead_status_model->get_details(); $view_data["total_columns"] = $statuses->resultID->num_rows; $view_data["columns"] = $statuses->getResult(); return $this->template->view('leads/kanban/kanban_view', $view_data); } function save_lead_sort_and_status() { $this->access_only_allowed_members(); $this->check_module_availability("module_lead"); $this->validate_submitted_data(array( "id" => "required\|numeric" )); $id = $this->request->getPost('id'); $this->can_access_this_lead($id); $lead_status_id = $this->request->getPost('lead_status_id'); $data = array( "sort" => $this->request->getPost('sort') ); if ($lead_status_id) { $data["lead_status_id"] = $lead_status_id; } $this->Clients_model->ci_save($data, $id); } function make_client_modal_form($lead_id = 0) { $this->access_only_allowed_members(); $this->can_access_this_lead($lead_id); //prepare company details $view_data["lead_info"] = $this->make_lead_modal_form_data($lead_id); $view_data["lead_info"]["to_custom_field_type"] = "clients"; //prepare contacts info $final_contacts = array(); $contacts = $this->Users_model->get_all_where(array("user_type" => "lead", "deleted" => 0, "status" => "active", "client_id" => $lead_id))->getResult(); //add custom fields for contacts foreach ($contacts as $contact) { $contact->custom_fields = $this->Custom_fields_model->get_combined_details("lead_contacts", $contact->id, $this->login_user->is_admin, $this->login_user->user_type)->getResult(); $final_contacts[] = $contact; } $view_data["contacts"] = $final_contacts; $view_data["team_members_dropdown"] = $this->get_team_members_dropdown(); return $this->template->view('leads/migration/modal_form', $view_data); } function save_as_client() { $this->access_only_allowed_members(); $client_id = $this->request->getPost('main_client_id'); $this->can_access_this_lead($client_id); if ($client_id) { //save client info $this->validate_submitted_data(array( "main_client_id" => "numeric", "company_name" => "required" )); $company_name = $this->request->getPost('company_name'); $client_info = $this->Clients_model->get_details(array("id" => $client_id))->getRow(); $data = array( "company_name" => $company_name, "address" => $this->request->getPost('address'), "city" => $this->request->getPost('city'), "state" => $this->request->getPost('state'), "zip" => $this->request->getPost('zip'), "country" => $this->request->getPost('country'), "phone" => $this->request->getPost('phone'), "website" => $this->request->getPost('website'), "vat_number" => $this->request->getPost('vat_number'), "group_ids" => $this->request->getPost('group_ids') ? $this->request->getPost('group_ids') : "", "is_lead" => 0, "client_migration_date" => get_current_utc_time(), "last_lead_status" => $client_info->lead_status_title, "created_by" => $this->request->getPost('created_by') ? $this->request->getPost('created_by') : $client_info->owner_id ); if ($this->login_user->is_admin) { $data["currency_symbol"] = $this->request->getPost('currency_symbol') ? $this->request->getPost('currency_symbol') : ""; $data["currency"] = $this->request->getPost('currency') ? $this->request->getPost('currency') : ""; $data["disable_online_payment"] = $this->request->getPost('disable_online_payment') ? $this->request->getPost('disable_online_payment') : 0; } $data = clean_data($data); //check duplicate company name, if found then show an error message if (get_setting("disallow_duplicate_client_company_name") == "1" && $this->Clients_model->is_duplicate_company_name($company_name, $client_id)) { echo json_encode(array("success" => false, 'message' => app_lang("account_already_exists_for_your_company_name"))); exit(); } $save_client_id = $this->Clients_model->ci_save($data, $client_id); //save contacts if ($save_client_id) { log_notification("client_created_from_lead", array("client_id" => $save_client_id), $this->login_user->id); //save custom field for client if ($this->request->getPost("merge_custom_fields-$client_id")) { save_custom_fields("leads", $save_client_id, $this->login_user->is_admin, $this->login_user->user_type, 0, "clients"); } $contacts = $this->Users_model->get_all_where(array("user_type" => "lead", "deleted" => 0, "status" => "active", "client_id" => $client_id))->getResult(); $found_primary_contact = false; foreach ($contacts as $contact) { $this->validate_submitted_data(array( 'first_name-' . $contact->id => "required", 'last_name-' . $contact->id => "required", 'email-' . $contact->id => "required\|valid_email" )); $user_data = array( "first_name" => $this->request->getPost('first_name-' . $contact->id), "last_name" => $this->request->getPost('last_name-' . $contact->id), "phone" => $this->request->getPost('contact_phone-' . $contact->id), "skype" => $this->request->getPost('skype-' . $contact->id), "job_title" => $this->request->getPost('job_title-' . $contact->id), "gender" => $this->request->getPost('gender-' . $contact->id), "email" => trim($this->request->getPost('email-' . $contact->id)), "password" => md5($this->request->getPost('login_password-' . $contact->id)), "user_type" => "client" ); if ($this->request->getPost('is_primary_contact_value-' . $contact->id) && !$found_primary_contact) { $user_data["is_primary_contact"] = 1; $found_primary_contact = true; //flag that, a primary contact found } else { $user_data["is_primary_contact"] = 0; } if ($this->Users_model->is_email_exists($user_data["email"], $contact->id)) { echo json_encode(array("success" => false, 'message' => app_lang('duplicate_email'))); exit(); } $user_data = clean_data($user_data); $save_contact_id = $this->Users_model->ci_save($user_data, $contact->id); if ($save_contact_id) { //save custom fields for client contacts if ($this->request->getPost("merge_custom_fields-$contact->id")) { save_custom_fields("lead_contacts", $save_contact_id, $this->login_user->is_admin, $this->login_user->user_type, 0, "client_contacts", $contact->id); } if ($this->request->getPost('email_login_details-' . $contact->id)) { $email_template = $this->Email_templates_model->get_final_template("login_info"); $parser_data["SIGNATURE"] = $email_template->signature; $parser_data["USER_FIRST_NAME"] = $user_data["first_name"]; $parser_data["USER_LAST_NAME"] = $user_data["last_name"]; $parser_data["USER_LOGIN_EMAIL"] = $user_data["email"]; $parser_data["USER_LOGIN_PASSWORD"] = $this->request->getPost('login_password-' . $contact->id); $parser_data["DASHBOARD_URL"] = base_url(); $parser_data["LOGO_URL"] = get_logo_url(); $message = $this->parser->setData($parser_data)->renderString($email_template->message); send_app_mail($this->request->getPost('email-' . $contact->id), $email_template->subject, $message); } } } echo json_encode(array("success" => true, 'redirect_to' => get_uri("clients/view/$save_client_id"), "message" => app_lang('record_saved'))); } else { echo json_encode(array("success" => false, app_lang('error_occurred'))); } } } function upload_excel_file() { upload_file_to_temp(true); } function import_leads_modal_form() { $this->access_only_allowed_members(); return $this->template->view("leads/import_leads_modal_form"); } private function _prepare_lead_data($data_row, $allowed_headers) { //prepare lead data $lead_data = array("is_lead" => 1); $lead_contact_data = array("user_type" => "lead", "is_primary_contact" => 1); $custom_field_values_array = array(); foreach ($data_row as $row_data_key => $row_data_value) { if (!$row_data_value) { continue; } $header_key_value = get_array_value($allowed_headers, $row_data_key); if (strpos($header_key_value, 'cf') !== false) { //custom field $explode_header_key_value = explode("-", $header_key_value); $custom_field_id = get_array_value($explode_header_key_value, 1); $custom_field_values_array[$custom_field_id] = $row_data_value; } else if ($header_key_value == "contact_first_name") { $lead_contact_data["first_name"] = $row_data_value; } else if ($header_key_value == "contact_last_name") { $lead_contact_data["last_name"] = $row_data_value; } else if ($header_key_value == "contact_email") { $lead_contact_data["email"] = $row_data_value; } else if ($header_key_value == "status") { //get existing status, if not create new one and add the id $existing_status = $this->Lead_status_model->get_one_where(array("title" => $row_data_value, "deleted" => 0)); if ($existing_status->id) { $lead_data["lead_status_id"] = $existing_status->id; } else { $max_sort_value = $this->Lead_status_model->get_max_sort_value(); $status_data = array("title" => $row_data_value, "color" => "#f1c40f", "sort" => ($max_sort_value 1 + 1)); $lead_data["lead_status_id"] = $this->Lead_status_model->ci_save($status_data); } } else if ($header_key_value == "source") { //get existing source, if not create new one and add the id $existing_source = $this->Lead_source_model->get_one_where(array("title" => $row_data_value, "deleted" => 0)); if ($existing_source->id) { $lead_data["lead_source_id"] = $existing_source->id; } else { $max_sort_value = $this->Lead_source_model->get_max_sort_value(); $source_data = array("title" => $row_data_value, "sort" => ($max_sort_value * 1 + 1)); $lead_data["lead_source_id"] = $this->Lead_source_model->ci_save($source_data); } } else { $lead_data[$header_key_value] = $row_data_value; } } return array( "lead_data" => $lead_data, "lead_contact_data" => $lead_contact_data, "custom_field_values_array" => $custom_field_values_array ); } private function _get_existing_custom_field_id($title = "") { if (!$title) { return false; } $custom_field_data = array( "title" => $title, "related_to" => "leads" ); $existing = $this->Custom_fields_model->get_one_where(array_merge($custom_field_data, array("deleted" => 0))); if ($existing->id) { return $existing->id; } } private function _prepare_headers_for_submit($headers_row, $headers) { foreach ($headers_row as $key => $header) { if (!((count($headers) - 1) < $key)) { //skip default headers continue; } //so, it's a custom field //check if there is any custom field existing with the title //add id like cf-3 $existing_id = $this->_get_existing_custom_field_id($header); if ($existing_id) { array_push($headers, "cf-$existing_id"); } } return $headers; } function save_lead_from_excel_file() { if (!$this->validate_import_leads_file_data(true)) { echo json_encode(array('success' => false, 'message' => app_lang('error_occurred'))); } $file_name = $this->request->getPost('file_name'); require_once(APPPATH . "ThirdParty/php-excel-reader/SpreadsheetReader.php"); $temp_file_path = get_setting("temp_file_path"); $excel_file = new \SpreadsheetReader($temp_file_path . $file_name); $allowed_headers = $this->_get_allowed_headers(); $now = get_current_utc_time(); foreach ($excel_file as $key => $value) { //rows if ($key === 0) { //first line is headers, modify this for custom fields and continue for the next loop $allowed_headers = $this->_prepare_headers_for_submit($value, $allowed_headers); continue; } $lead_data_array = $this->_prepare_lead_data($value, $allowed_headers); $lead_data = get_array_value($lead_data_array, "lead_data"); $lead_contact_data = get_array_value($lead_data_array, "lead_contact_data"); $custom_field_values_array = get_array_value($lead_data_array, "custom_field_values_array"); //couldn't prepare valid data if (!($lead_data && count($lead_data) > 1)) { continue; } //found information about lead, add some additional info $lead_data["created_date"] = $now; $lead_data["owner_id"] = $this->login_user->id; $lead_contact_data["created_at"] = $now; //save lead data $lead_save_id = $this->Clients_model->ci_save($lead_data); if (!$lead_save_id) { continue; } //save custom fields $this->_save_custom_fields_of_lead($lead_save_id, $custom_field_values_array); //add lead id to contact data $lead_contact_data["client_id"] = $lead_save_id; $this->Users_model->ci_save($lead_contact_data); } delete_file_from_directory($temp_file_path . $file_name); //delete temp file echo json_encode(array('success' => true, 'message' => app_lang("record_saved"))); } private function _save_custom_fields_of_lead($lead_id, $custom_field_values_array) { if (!$custom_field_values_array) { return false; } foreach ($custom_field_values_array as $key => $custom_field_value) { $field_value_data = array( "related_to_type" => "leads", "related_to_id" => $lead_id, "custom_field_id" => $key, "value" => $custom_field_value ); $field_value_data = clean_data($field_value_data); $this->Custom_field_values_model->ci_save($field_value_data); } } private function _get_allowed_headers() { return array( "company_name", "status", "source", "contact_first_name", "contact_last_name", "contact_email", "address", "city", "state", "zip", "country", "phone", "website", "vat_number", "currency", "currency_symbol" ); } private function _store_headers_position($headers_row = array()) { $allowed_headers = $this->_get_allowed_headers(); //check if all headers are correct and on the right position $final_headers = array(); foreach ($headers_row as $key => $header) { $key_value = str_replace(' ', '_', strtolower(trim($header, " "))); $header_on_this_position = get_array_value($allowed_headers, $key); $header_array = array("key_value" => $header_on_this_position, "value" => $header); if ($header_on_this_position == $key_value) { //allowed headers //the required headers should be on the correct positions //the rest headers will be treated as custom fields //pushed header at last of this loop } else if (((count($allowed_headers) - 1) < $key) && $key_value) { //custom fields headers //check if there is any existing custom field with this title if (!$this->_get_existing_custom_field_id(trim($header, " "))) { $header_array["has_error"] = true; $header_array["custom_field"] = true; } } else { //invalid header, flag as red $header_array["has_error"] = true; } if ($key_value) { array_push($final_headers, $header_array); } } return $final_headers; } function validate_import_leads_file() { $file_name = $this->request->getPost("file_name"); $file_ext = strtolower(pathinfo($file_name, PATHINFO_EXTENSION)); if (!is_valid_file_to_upload($file_name)) { echo json_encode(array("success" => false, 'message' => app_lang('invalid_file_type'))); exit(); } if ($file_ext == "xlsx") { echo json_encode(array("success" => true)); } else { echo json_encode(array("success" => false, 'message' => app_lang('please_upload_a_excel_file') . " (.xlsx)")); } } function validate_import_leads_file_data($check_on_submit = false) { $table_data = ""; $error_message = ""; $headers = array(); $got_error_header = false; //we've to check the valid headers first, and a single header at a time $got_error_table_data = false; $file_name = $this->request->getPost("file_name"); require_once(APPPATH . "ThirdParty/php-excel-reader/SpreadsheetReader.php"); $temp_file_path = get_setting("temp_file_path"); $excel_file = new \SpreadsheetReader($temp_file_path . $file_name); $table_data .= '<table class="table table-responsive table-bordered table-hover" style="width: 100%; color: #444;">'; $table_data_header_array = array(); $table_data_body_array = array(); foreach ($excel_file as $row_key => $value) { if ($row_key == 0) { //validate headers $headers = $this->_store_headers_position($value); foreach ($headers as $row_data) { $has_error_class = false; if (get_array_value($row_data, "has_error") && !$got_error_header) { $has_error_class = true; $got_error_header = true; if (get_array_value($row_data, "custom_field")) { $error_message = app_lang("no_such_custom_field_found"); } else { $error_message = sprintf(app_lang("import_client_error_header"), app_lang(get_array_value($row_data, "key_value"))); } } array_push($table_data_header_array, array("has_error_class" => $has_error_class, "value" => get_array_value($row_data, "value"))); } } else { //validate data if (!array_filter($value)) { continue; } $error_message_on_this_row = "<ol class='pl15'>"; $has_contact_first_name = get_array_value($value, 1) ? true : false; foreach ($value as $key => $row_data) { $has_error_class = false; if (!$got_error_header) { $row_data_validation = $this->_row_data_validation_and_get_error_message($key, $row_data, $has_contact_first_name); if ($row_data_validation) { $has_error_class = true; $error_message_on_this_row .= "<li>" . $row_data_validation . "</li>"; $got_error_table_data = true; } } if ($row_data === "0" \|\| $row_data === 0 \|\| $row_data \|\| $has_error_class) { $table_data_body_array[$row_key][] = array("has_error_class" => $has_error_class, "value" => $row_data); } } $error_message_on_this_row .= "</ol>"; //error messages for this row if ($got_error_table_data) { $table_data_body_array[$row_key][] = array("has_error_text" => true, "value" => $error_message_on_this_row); } } } //return false if any error found on submitting file if ($check_on_submit) { return ($got_error_header \|\| $got_error_table_data) ? false : true; } //add error header if there is any error in table body if ($got_error_table_data) { array_push($table_data_header_array, array("has_error_text" => true, "value" => app_lang("error"))); } //add headers to table $table_data .= "<tr>"; foreach ($table_data_header_array as $table_data_header) { $error_class = get_array_value($table_data_header, "has_error_class") ? "error" : ""; $error_text = get_array_value($table_data_header, "has_error_text") ? "text-danger" : ""; $value = get_array_value($table_data_header, "value"); $table_data .= "<th class='$error_class $error_text'>" . $value . "</th>"; } $table_data .= "<tr>"; //add body data to table foreach ($table_data_body_array as $table_data_body_row) { $table_data .= "<tr>"; foreach ($table_data_body_row as $table_data_body_row_data) { $error_class = get_array_value($table_data_body_row_data, "has_error_class") ? "error" : ""; $error_text = get_array_value($table_data_body_row_data, "has_error_text") ? "text-danger" : ""; $value = get_array_value($table_data_body_row_data, "value"); $table_data .= "<td class='$error_class $error_text'>" . $value . "</td>"; } $table_data .= "<tr>"; } //add error message for header if ($error_message) { $total_columns = count($table_data_header_array); $table_data .= "<tr><td class='text-danger' colspan='$total_columns'><i data-feather='alert-triangle' class='icon-16'></i> " . $error_message . "</td></tr>"; } $table_data .= "</table>"; echo json_encode(array("success" => true, 'table_data' => $table_data, 'got_error' => ($got_error_header \|\| $got_error_table_data) ? true : false)); } private function _row_data_validation_and_get_error_message($key, $data, $has_contact_first_name) { $allowed_headers = $this->_get_allowed_headers(); $header_value = get_array_value($allowed_headers, $key); //company name field is required if ($header_value == "company_name" && !$data) { return app_lang("import_client_error_company_name_field_required"); } //if there is contact first name then the contact last name and email is required //the email should be unique then if ($has_contact_first_name) { if ($header_value == "contact_last_name" && !$data) { return app_lang("import_lead_error_contact_name"); } } } function download_sample_excel_file() { $this->access_only_allowed_members(); return $this->download_app_files(get_setting("system_file_path"), serialize(array(array("file_name" => "import-leads-sample.xlsx")))); } } /* End of file leads.php / / Location: ./app/controllers/leads.php */

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