@extends('investor.layout.app') @section('css') @php Session::forget('cart'); Session::forget('cart1'); @endphp @endsection @section('content')
@if($businessdata->client->pre==1)Mr. @elseif($businessdata->client->pre==2) Mrs. @elseif ($businessdata->pre==3) Ms. @endif {{ucfirst($businessdata->client->name)}} {{ucfirst($businessdata->client->middlename)}} {{ucfirst($businessdata->client->lastname)}} {{ucfirst($businessdata->client->suffix)}} @if($businessdata->status == '0') {{ __('sale_details.processing') }} @elseif($businessdata->status == '1') {{ __('sale_details.waiting_on_funds') }} @elseif($businessdata->status == '2') {{ __('sale_details.action_required') }} @elseif($businessdata->status == '3') {{ __('sale_details.matured') }} @elseif($businessdata->status == '4') {{ __('sale_details.cancelled') }} @elseif($businessdata->status == '6' || $businessdata->status == '5') {{ __('sale_details.effective') }} @elseif($businessdata->status == '7') {{ __('sale_details.renewal') }} @elseif($businessdata->status == '8') {{ __('sale_details.waiting_for_documents') }} @elseif($businessdata->status == '9') {{ __('pagination.waiting_on_maturity') }} @elseif($businessdata->status == '10') {{ __('pagination.waiting_for_add_funds') }} @elseif($businessdata->status == '11') {{ __('pagination.waiting_on_custodian') }} @elseif($businessdata->status == '12') {{__('pagination.waiting_on_verification')}} @endif

{{ date('d-m-Y', strtotime($businessdata->client->created_at))}}
XX-XXX{{substr($businessdata->client->social,-4)}} XXX-XX-{{substr($businessdata->client->social,-4)}}
{{ CommonHelper::phoneNumberFormatStatic($businessdata->client->phone) }}
@if($businessdata->client->phone1 != '')
{{CommonHelper::phoneNumberFormatStatic($businessdata->client->phone1)}}
@endif
@if($businessdata->client->correspondence1 == 1) mail @elseif($businessdata->client->correspondence1 == 2) Email @elseif($businessdata->client->correspondence1 == 3) Both @elseif($businessdata->client->correspondence1 == 4) Docusign @else Not Selected @endif
@if($businessdata->client->correspondence2 == 1) mail @elseif($businessdata->client->correspondence2 == 2) Email @elseif($businessdata->client->correspondence2 == 3) Both @elseif($businessdata->client->correspondence2 == 4) Docusign @else Not Selected @endif
@if($businessdata->client->email != '')
{{$businessdata->client->email}}
@endif @if($businessdata->client->email1 != '')
{{$businessdata->client->email1}}
@endif
{{$businessdata->client->birthday}}
@if($businessdata->client->address != '') {{$businessdata->client->address}}, @endif @if($businessdata->client->address1 != '') {{$businessdata->client->address1}}, @endif @if($businessdata->client->city != '' || $businessdata->client->state != '' || $businessdata->client->pincode != '' ) {{$businessdata->client->city}}, {{$businessdata->client->state}} {{$businessdata->client->pincode}}, {{$businessdata->client->country}} @endif
{{($business->accredited == 1) ? 'Yes' : 'No'}}
{{($business->email_sent == 1) ? 'Yes' : 'No'}}
{{$business->getAccreditationVerificationMode()}}
{{CommonHelper::displayDateMDY($business->last_verified_at)}}

{{$businessdata->id}}
{{date(' m/d/Y',strtotime($businessdata->created_at))}}
{{$businessdata->amount}}
{{$businessdata->type}}
@if($businessdata->type == 'Qualified' && $businessdata->custodian > '0')
@if($businessdata->custodian =='1') Forge Trust @elseif($businessdata->custodian =='2') Mainstar Trust Group @elseif($businessdata->custodian =='3') Provident Trust @elseif($businessdata->custodian =='4') IRA Club @elseif($businessdata->custodian =='5') Accuplan @elseif($businessdata->custodian =='6') CamaPlan @elseif($businessdata->custodian =='7') STRATA Trust @elseif($businessdata->custodian =='8') Goldstar @elseif($businessdata->custodian =='9') {{__('sale_details.other')}} @endif
@if($businessdata->custodian == '6')
{{$businessdata->ein_of_ira}}
@endif @endif @if($businessdata->type == 'Qualified' && $businessdata->account_type > '0')
@if($businessdata->account_type =='1') Traditional IRA @elseif($businessdata->account_type =='2') Roth IRA @elseif($businessdata->account_type =='3') Inherited IRA @elseif($businessdata->account_type =='4') Solo 401(k) @elseif($businessdata->account_type =='5') SEP IRA @elseif($businessdata->account_type =='6') {{__('sale_details.hsa')}} @elseif($businessdata->account_type =='7') {{__('sale_details.pension_plan')}} @endif
@endif
{{ $businessdata->username($businessdata->usertype,$businessdata->userid) }}
@if($businessdata->account_number != '' && $businessdata->type == 'Qualified')
{{$businessdata->account_number}}
@endif @if($businessdata->fundsreceived != '')
{{$businessdata->fundsreceived}}
@endif @if($businessdata->effectivedate != '')
{{$businessdata->effectivedate}}
@endif @if($businessdata->first_payment_date != '')
{{$businessdata->first_payment_date}}
@endif @if($businessdata->maturitydate != '')
{{$businessdata->maturitydate}}
@endif @if($businessdata->last_payment_date != '')
{{$businessdata->last_payment_date}}
@endif @if($businessdata->status == 3 || $businessdata->status == 7) @if($businessdata->funds_returned_date != '' && $businessdata->funds_returned_date != NULL)
{{$businessdata->funds_returned_date}}
@endif @if($businessdata->amount_returned != '' && $businessdata->amount_returned != NULL && $businessdata->amount_returned != '0')
${{CommonHelper::convertAmountToCurrency($businessdata->amount_returned)}}
@endif @if($businessdata->funds_renewed_date != '' && $businessdata->funds_renewed_date != NULL)
{{$businessdata->funds_renewed_date}}
@endif @if($businessdata->amount_renewed != '' && $businessdata->amount_renewed != NULL && $businessdata->amount_renewed != '0')
${{CommonHelper::convertAmountToCurrency($businessdata->amount_renewed)}}
@endif @endif @if($businessdata->term != '')
@if(is_null($businessdata->term_criteria)) {{($businessdata->term == 'equity') ? $businessdata->term : $businessdata->term . ' Months' }} @else {{$businessdata->term_criteria}} @endif
@endif @if($businessdata->parent_fund != '')
{{$businessdata->parent_fund}}
@endif @if($businessdata->feeder_fund != '')
{{$businessdata->getFeederFundName($businessdata->feeder_fund)}}
@endif @if($businessdata->parent_renew_id != NULL && ($businessdata->status == '7' || $businessdata->parent_maturity_date))
{{$businessdata->parent_maturity_date}}
@endif
{{$businessdata->subsciberNature ? $businessdata->subsciberNature->name : 'N/A'}}
@if($businessdata->subscriber_nature_id == 5)
{{$businessdata->joint_investor_name ? $businessdata->joint_investor_name : 'N/A'}}
{{$businessdata->joint_investor_ssn ? $businessdata->joint_investor_ssn : 'N/A'}}
{{$businessdata->joint_investor_dob ? $businessdata->joint_investor_dob : 'N/A'}}
@endif @if($businessdata->term != 'equity') @if(strpos($businessdata->term_criteria, 'Monthly') !== false || strpos($businessdata->term_criteria, '9 Months') !== false)
{{$businessdata->return1}} %
${{number_format($businessdata->monthly_interest,2)}}
@endif @if(strpos($businessdata->term_criteria, 'Balloon') !== false)
{{ $balloon }} %
${{number_format($balloonInterest,2)}}
@endif @endif @if($businessdata->type == 'Non-Qualified')
@if($businessdata->payment_type == '2') {{__('sale_details.direct_deposite')}} @elseif($businessdata->payment_type == '3') {{__('sale_details.check')}} @endif
{{$businessdata->trustee_name}}
@endif
{{__('sale_details.uploaded_documents')}}
    @foreach($businessdata->folder as $folder)
  • @php $url = route('investor.salesDetailFolderDetails',[$businessdata->id,$folder]); @endphp
    {{ucfirst($folder->name)}}
  • @endforeach @foreach($businessdata->upperFilInvestor as $filedata) @php $extensions = (explode('.', $filedata->image)); $ext=end($extensions); @endphp
  • @if($ext=='ai' || $ext=='xlsx' || $ext=='csv') View @else View @endif
    @if($filedata->display_name!=''){{$filedata->display_name}} @else {{$filedata->image}}@endif Uploaded by: {{$filedata->username($filedata->usertype,$filedata->userid)}} Uploaded on: {{date('h:i a, d M Y',strtotime($filedata->created_at))}}
  • @endforeach
@endsection @section('js') @endsection