/home/edulekha/crm.edulekha.com/application/views/admin/leads/profile.php
<?php defined('BASEPATH') or exit('No direct script access allowed'); ?>
<div class="lead-wrapper<?= $openEdit == true ? ' open-edit' : ''; ?>"
<?= isset($lead) && ($lead->junk == 1 || $lead->lost == 1) ? 'lead-is-just-or-lost' : ''; ?>>
<?php if (isset($lead)) { ?>
<div class="tw-flex tw-items-center tw-justify-end tw-space-x-1.5">
<?php
$client = false;
$convert_to_client_tooltip_email_exists = '';
if (total_rows(db_prefix() . 'contacts', ['email' => $lead->email]) > 0 && total_rows(db_prefix() . 'clients', ['leadid' => $lead->id]) == 0) {
$convert_to_client_tooltip_email_exists = _l('lead_email_already_exists');
$text = _l('lead_convert_to_client');
} elseif (total_rows(db_prefix() . 'clients', ['leadid' => $lead->id])) {
$client = true;
} else {
$text = _l('lead_convert_to_client');
}
?>
<?php if ($lead_locked == false) { ?>
<div
class="lead-edit<?= isset($lead) ? ' hide' : ''; ?>">
<button type="button" class="btn btn-primary lead-top-btn lead-save-btn"
onclick="document.getElementById('lead-form-submit').click();">
<?= _l('submit'); ?>
</button>
</div>
<?php } ?>
<?php if ($client && (staff_can('view', 'customers') || is_customer_admin(get_client_id_by_lead_id($lead->id)))) { ?>
<a data-toggle="tooltip" class="btn btn-primary lead-top-btn lead-view" data-placement="top"
title="<?= _l('lead_converted_edit_client_profile'); ?>"
href="<?= admin_url('clients/client/' . get_client_id_by_lead_id($lead->id)); ?>">
<i class="fa-regular fa-user"></i>
</a>
<?php } ?>
<?php if (total_rows(db_prefix() . 'clients', ['leadid' => $lead->id]) == 0) { ?>
<a href="#" data-toggle="tooltip"
data-title="<?= e($convert_to_client_tooltip_email_exists); ?>"
class="btn btn-primary lead-convert-to-customer lead-top-btn lead-view"
onclick="convert_lead_to_customer(<?= e($lead->id); ?>); return false;">
<i class="fa-regular fa-user"></i>
<?= e($text); ?>
</a>
<?php } ?>
<div
class="<?= $lead_locked == true ? ' hide' : ''; ?>">
<a href="#" lead-edit data-toggle="tooltip"
data-title="<?= _l('edit'); ?>"
class="btn btn-default lead-top-btn !tw-px-3">
<i class="fa-regular fa-pen-to-square"></i>
</a>
</div>
<div class="btn-group" id="lead-more-btn">
<a href="#" class="btn btn-default dropdown-toggle lead-top-btn" data-toggle="dropdown" aria-haspopup="true"
aria-expanded="false">
<?= _l('more'); ?>
<span class="caret"></span>
</a>
<ul class="dropdown-menu dropdown-menu-right" id="lead-more-dropdown">
<?php if ($lead->junk == 0) {
if ($lead->lost == 0 && (total_rows(db_prefix() . 'clients', ['leadid' => $lead->id]) == 0)) { ?>
<li>
<a href="#"
onclick="lead_mark_as_lost(<?= e($lead->id); ?>); return false;">
<i class="fa fa-mars"></i>
<?= _l('lead_mark_as_lost'); ?>
</a>
</li>
<?php } elseif ($lead->lost == 1) { ?>
<li>
<a href="#"
onclick="lead_unmark_as_lost(<?= e($lead->id); ?>); return false;">
<i class="fa fa-smile-o"></i>
<?= _l('lead_unmark_as_lost'); ?>
</a>
</li>
<?php } ?>
<?php } ?>
<!-- mark as junk -->
<?php if ($lead->lost == 0) {
if ($lead->junk == 0 && (total_rows(db_prefix() . 'clients', ['leadid' => $lead->id]) == 0)) { ?>
<li>
<a href="#"
onclick="lead_mark_as_junk(<?= e($lead->id); ?>); return false;">
<i class="fa fa fa-times"></i>
<?= _l('lead_mark_as_junk'); ?>
</a>
</li>
<?php } elseif ($lead->junk == 1) { ?>
<li>
<a href="#"
onclick="lead_unmark_as_junk(<?= e($lead->id); ?>); return false;">
<i class="fa fa-smile-o"></i>
<?= _l('lead_unmark_as_junk'); ?>
</a>
</li>
<?php } ?>
<?php } ?>
<?php if ((staff_can('delete', 'leads') && $lead_locked == false) || is_admin()) { ?>
<li>
<a href="<?= admin_url('leads/delete/' . $lead->id); ?>"
class="text-danger delete-text _delete" data-toggle="tooltip" title="">
<i class="fa-regular fa-trash-can"></i>
<?= _l('lead_edit_delete_tooltip'); ?>
</a>
</li>
<?php } ?>
</ul>
</div>
</div>
<?php } ?>
<div class="clearfix no-margin"></div>
<?php if (isset($lead)) { ?>
<div class="row mbot15" style="margin-top:12px;">
<hr class="no-margin" />
</div>
<div class="alert alert-warning hide mtop20" role="alert" id="lead_proposal_warning">
<?= _l('proposal_warning_email_change', [_l('lead_lowercase'), _l('lead_lowercase'), _l('lead_lowercase')]); ?>
<hr />
<a href="#"
onclick="update_all_proposal_emails_linked_to_lead(<?= e($lead->id); ?>); return false;"
class="alert-link">
<?= _l('update_proposal_email_yes'); ?>
</a>
<br />
<a href="#"
onclick="init_lead_modal_data(<?= e($lead->id); ?>); return false;"
class="alert-link">
<?= _l('update_proposal_email_no'); ?>
</a>
</div>
<?php } ?>
<?= form_open((isset($lead) ? admin_url('leads/lead/' . $lead->id) : admin_url('leads/lead')), ['id' => 'lead_form']); ?>
<div class="row">
<div class="lead-view<?= ! isset($lead) ? ' hide' : ''; ?>"
id="leadViewWrapper">
<div class="col-md-4 col-xs-12 lead-information-col">
<div class="lead-info-heading">
<h4>
<?= _l('lead_info'); ?>
</h4>
</div>
<dl>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_add_edit_name'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1 lead-name">
<?= isset($lead) && $lead->name != '' ? e($lead->name) : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_title'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1">
<?= isset($lead) && $lead->title != '' ? e($lead->title) : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_add_edit_email'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1">
<?= isset($lead) && $lead->email != '' ? '<a href="mailto:' . e($lead->email) . '">' . e($lead->email) . '</a>' : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_website'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1">
<?= isset($lead) && $lead->website != '' ? '<a href="' . e(maybe_add_http($lead->website)) . '" target="_blank">' . e($lead->website) . '</a>' : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_add_edit_phonenumber'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1">
<?= isset($lead) && $lead->phonenumber != '' ? '<a href="tel:' . e($lead->phonenumber) . '">' . e($lead->phonenumber) . '</a>' : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_value'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1">
<?= isset($lead) && $lead->lead_value != 0 ? e(app_format_money($lead->lead_value, $base_currency->id)) : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_company'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1">
<?= isset($lead) && $lead->company != '' ? e($lead->company) : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_address'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1 tw-whitespace-pre-line">
<?= isset($lead) && $lead->address != '' ? e(clear_textarea_breaks($lead->address)) : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_city'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1">
<?= isset($lead) && $lead->city != '' ? e($lead->city) : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_state'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1">
<?= isset($lead) && $lead->state != '' ? e($lead->state) : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_country'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1">
<?= isset($lead) && $lead->country != 0 ? e(get_country($lead->country)->short_name) : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_zip'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1">
<?= isset($lead) && $lead->zip != '' ? e($lead->zip) : '-' ?>
</dd>
</dl>
</div>
<div class="col-md-4 col-xs-12 lead-information-col">
<div class="lead-info-heading">
<h4>
<?= _l('lead_general_info'); ?>
</h4>
</div>
<dl>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500 no-mtop">
<?= _l('lead_add_edit_status'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-2 mbot15">
<?php if (isset($lead)) {
echo $lead->status_name != '' ? ('<span class="lead-status-' . e($lead->status) . ' label' . (empty($lead->color) ? ' label-default' : '') . '" style="color:' . e($lead->color) . ';border:1px solid ' . adjust_hex_brightness($lead->color, 0.4) . ';background: ' . adjust_hex_brightness($lead->color, 0.04) . ';">' . e($lead->status_name) . '</span>') : '-';
} else {
echo '-';
} ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_add_edit_source'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1 mbot15">
<?= isset($lead) && $lead->source_name != '' ? e($lead->source_name) : '-' ?>
</dd>
<?php if (! is_language_disabled()) { ?>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('localization_default_language'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1 mbot15">
<?= isset($lead) && $lead->default_language != '' ? e(ucfirst($lead->default_language)) : _l('system_default_string') ?>
</dd>
<?php } ?>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_add_edit_assigned'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1 mbot15">
<?= isset($lead) && $lead->assigned != 0 ? e(get_staff_full_name($lead->assigned)) : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('tags'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1 mbot10">
<?php if (isset($lead)) {
$tags = get_tags_in($lead->id, 'lead');
if (count($tags) > 0) {
echo render_tags($tags);
echo '<div class="clearfix"></div>';
} else {
echo '-';
}
} ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('leads_dt_datecreated'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1">
<?= isset($lead) && $lead->dateadded != '' ? '<span class="text-has-action" data-toggle="tooltip" data-title="' . e(_dt($lead->dateadded)) . '">' . e(time_ago($lead->dateadded)) . '</span>' : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('leads_dt_last_contact'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1">
<?= isset($lead) && $lead->lastcontact != '' ? '<span class="text-has-action" data-toggle="tooltip" data-title="' . e(_dt($lead->lastcontact)) . '">' . e(time_ago($lead->lastcontact)) . '</span>' : '-' ?>
</dd>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_public'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1 mbot15">
<?php if (isset($lead)) {
if ($lead->is_public == 1) {
echo _l('lead_is_public_yes');
} else {
echo _l('lead_is_public_no');
}
} else {
echo '-';
} ?>
</dd>
<?php if (isset($lead) && $lead->from_form_id != 0) { ?>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('web_to_lead_form'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1 mbot15">
<?= e($lead->form_data->name); ?>
</dd>
<?php } ?>
</dl>
</div>
<div class="col-md-4 col-xs-12 lead-information-col">
<?php if (total_rows(db_prefix() . 'customfields', ['fieldto' => 'leads', 'active' => 1]) > 0 && isset($lead)) { ?>
<div class="lead-info-heading">
<h4>
<?= _l('custom_fields'); ?>
</h4>
</div>
<dl>
<?php foreach (get_custom_fields('leads') as $field) { ?>
<?php $value = get_custom_field_value($lead->id, $field['id'], 'leads'); ?>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500 no-mtop">
<?= e($field['name']); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1 tw-break-words">
<?= $value != '' ? $value : '-' ?>
</dd>
<?php } ?>
<?php } ?>
</dl>
</div>
<div class="clearfix"></div>
<div class="col-md-12">
<dl>
<dt class="lead-field-heading tw-font-normal tw-text-neutral-500">
<?= _l('lead_description'); ?>
</dt>
<dd class="tw-text-neutral-900 tw-mt-1">
<?= process_text_content_for_display((isset($lead) && $lead->description != '' ? $lead->description : '-')); ?>
</dd>
</dl>
</div>
</div>
<div class="clearfix"></div>
<div
class="lead-edit<?= isset($lead) ? ' hide' : ''; ?>">
<div class="col-md-4">
<?php
$selected = '';
if (isset($lead)) {
$selected = $lead->status;
} elseif (isset($status_id)) {
$selected = $status_id;
}
echo render_leads_status_select($statuses, $selected, 'lead_add_edit_status');
?>
</div>
<div class="col-md-4">
<?= render_leads_source_select($sources, (isset($lead) ? $lead->source : get_option('leads_default_source')), 'lead_add_edit_source'); ?>
</div>
<div class="col-md-4">
<?php
$assigned_attrs = [];
$selected = (isset($lead) ? $lead->assigned : get_staff_user_id());
if (isset($lead)
&& $lead->assigned == get_staff_user_id()
&& $lead->addedfrom != get_staff_user_id()
&& ! is_admin($lead->assigned)
&& staff_cant('view', 'leads')
) {
$assigned_attrs['disabled'] = true;
}
echo render_select('assigned', $members, ['staffid', ['firstname', 'lastname']], 'lead_add_edit_assigned', $selected, $assigned_attrs); ?>
</div>
<div class="clearfix"></div>
<hr class="mtop5 mbot10" />
<div class="col-md-12">
<div class="form-group no-mbot" id="inputTagsWrapper">
<label for="tags" class="control-label"><i class="fa fa-tag" aria-hidden="true"></i>
<?= _l('tags'); ?></label>
<input type="text" class="tagsinput" id="tags" name="tags"
value="<?= isset($lead) ? prep_tags_input(get_tags_in($lead->id, 'lead')) : ''; ?>"
data-role="tagsinput">
</div>
</div>
<div class="clearfix"></div>
<hr class="no-mtop mbot15" />
<div class="col-md-6">
<?php $value = (isset($lead) ? $lead->name : ''); ?>
<?= render_input('name', 'lead_add_edit_name', $value); ?>
<?php $value = (isset($lead) ? $lead->title : ''); ?>
<?= render_input('title', 'lead_title', $value); ?>
<?php $value = (isset($lead) ? $lead->email : ''); ?>
<?= render_input('email', 'lead_add_edit_email', $value); ?>
<?php if ((isset($lead) && empty($lead->website)) || ! isset($lead)) {
$value = (isset($lead) ? $lead->website : '');
echo render_input('website', 'lead_website', $value);
} else { ?>
<div class="form-group">
<label
for="website"><?= _l('lead_website'); ?></label>
<div class="input-group">
<input type="text" name="website" id="website"
value="<?= e($lead->website); ?>"
class="form-control">
<div class="input-group-addon">
<span>
<a href="<?= e(maybe_add_http($lead->website)); ?>"
target="_blank" tabindex="-1">
<i class="fa fa-globe"></i>
</a>
</span>
</div>
</div>
</div>
<?php }
$value = (isset($lead) ? $lead->phonenumber : ''); ?>
<?= render_input('phonenumber', 'lead_add_edit_phonenumber', $value); ?>
<div class="form-group">
<label
for="lead_value"><?= _l('lead_value'); ?></label>
<div class="input-group" data-toggle="tooltip"
title="<?= _l('lead_value_tooltip'); ?>">
<input type="number" class="form-control" name="lead_value" value="<?php if (isset($lead)) {
echo $lead->lead_value;
}?>">
<div class="input-group-addon">
<?= e($base_currency->symbol); ?>
</div>
</div>
</label>
</div>
<?php $value = (isset($lead) ? $lead->company : ''); ?>
<?= render_input('company', 'lead_company', $value); ?>
</div>
<div class="col-md-6">
<?php $value = (isset($lead) ? $lead->address : ''); ?>
<?= render_textarea('address', 'lead_address', $value, ['rows' => 1, 'style' => 'height:36px;font-size:100%;']); ?>
<?php $value = (isset($lead) ? $lead->city : ''); ?>
<?= render_input('city', 'lead_city', $value); ?>
<?php $value = (isset($lead) ? $lead->state : ''); ?>
<?= render_input('state', 'lead_state', $value); ?>
<?php
$countries = get_all_countries();
$customer_default_country = get_option('customer_default_country');
$selected = (isset($lead) ? $lead->country : $customer_default_country);
echo render_select('country', $countries, ['country_id', ['short_name']], 'lead_country', $selected, ['data-none-selected-text' => _l('dropdown_non_selected_tex')]);
?>
<?php $value = (isset($lead) ? $lead->zip : ''); ?>
<?= render_input('zip', 'lead_zip', $value); ?>
<?php if (! is_language_disabled()) { ?>
<div class="form-group">
<label for="default_language"
class="control-label"><?= _l('localization_default_language'); ?></label>
<select name="default_language" data-live-search="true" id="default_language"
class="form-control selectpicker"
data-none-selected-text="<?= _l('dropdown_non_selected_tex'); ?>">
<option value="">
<?= _l('system_default_string'); ?>
</option>
<?php foreach ($this->app->get_available_languages() as $availableLanguage) {
$selected = '';
if (isset($lead)) {
if ($lead->default_language == $availableLanguage) {
$selected = 'selected';
}
} ?>
<option value="<?= e($availableLanguage); ?>"
<?= e($selected); ?>>
<?= e(ucfirst($availableLanguage)); ?>
</option>
<?php
} ?>
</select>
</div>
<?php } ?>
</div>
<div class="col-md-12">
<?php $value = (isset($lead) ? $lead->description : ''); ?>
<?= render_textarea('description', 'lead_description', $value); ?>
<div class="row">
<div class="col-md-12">
<?php if (! isset($lead)) { ?>
<div class="lead-select-date-contacted hide">
<?= render_datetime_input('custom_contact_date', 'lead_add_edit_datecontacted', '', ['data-date-end-date' => date('Y-m-d')]); ?>
</div>
<?php } else { ?>
<?= render_datetime_input('lastcontact', 'leads_dt_last_contact', _dt($lead->lastcontact), ['data-date-end-date' => date('Y-m-d')]); ?>
<?php } ?>
<div
class="checkbox-inline checkbox<?= isset($lead) ? ' hide' : ''; ?><?= isset($lead) && (is_lead_creator($lead->id) || staff_can('edit', 'leads')) ? ' lead-edit' : ''; ?>">
<input type="checkbox" name="is_public"
<?= isset($lead) && $lead->is_public ? 'checked' : ''; ?>
id="lead_public">
<label for="lead_public">
<?= _l('lead_public'); ?>
</label>
</div>
<?php if (! isset($lead)) { ?>
<div class="checkbox-inline checkbox checkbox-primary">
<input type="checkbox" name="contacted_today" id="contacted_today" checked>
<label for="contacted_today">
<?= _l('lead_add_edit_contacted_today'); ?>
</label>
</div>
<?php } ?>
</div>
</div>
</div>
<div class="col-md-12 mtop15">
<?php $rel_id = (isset($lead) ? $lead->id : false); ?>
<?= render_custom_fields('leads', $rel_id); ?>
</div>
<div class="clearfix"></div>
</div>
</div>
<?php if (isset($lead)) { ?>
<div class="lead-latest-activity tw-mb-3 lead-view">
<div class="lead-info-heading">
<h4><?= _l('lead_latest_activity'); ?>
</h4>
</div>
<div id="lead-latest-activity" class="pleft5"></div>
</div>
<?php } ?>
<?php if ($lead_locked == false) { ?>
<div
class="lead-edit<?= isset($lead) ? ' hide' : ''; ?>">
<hr class="-tw-mx-5 tw-border-neutral-200" />
<button type="submit" class="btn btn-primary pull-right lead-save-btn" id="lead-form-submit">
<?= _l('submit'); ?>
</button>
<button type=" button" class="btn btn-default pull-right mright5" data-dismiss="modal">
<?= _l('close'); ?>
</button>
</div>
<?php } ?>
<div class="clearfix"></div>
<?= form_close(); ?>
</div>
<?php if (isset($lead) && $lead_locked == true) { ?>
<script>
$(function() {
// Set all fields to disabled if lead is locked
$.each($('.lead-wrapper').find('input, select, textarea'), function() {
$(this).attr('disabled', true);
if ($(this).is('select')) {
$(this).selectpicker('refresh');
}
});
});
</script>
<?php } ?>