URA CRM

CRM SYSTEM

    MAIN NAVIGATION
  • Dashboard
    New
  • @if(auth()->check() && !auth()->user()->hasRole(['branch_manager', 'registrar_hq', 'Registrar', 'superadmin'])) @php $user = auth()->user(); $role = $user->getRoleNames()->first(); // Use same logic as NotificationController and header $myEnquiriesNotifications = \App\Models\Notification::query(); switch ($role) { case 'Registrar': case 'registrar': $myEnquiriesNotifications->whereHas('enquiry', function ($q) use ($user) { $q->where('registered_by', $user->id); }); break; case 'registrar_hq': case 'public_relation_officer': case 'superuser': case 'general_manager': // See everything - no filter break; case 'assistant_manager': $myEnquiriesNotifications->where(function ($q) { $q->where('type', 'payment_initiated') ->orWhere('type', 'loan_processed'); }); break; case 'branch_manager': $myEnquiriesNotifications->whereHas('enquiry', function ($q) use ($user) { $q->whereHas('registeredBy', function ($subQ) use ($user) { $subQ->where('branch_id', $user->branch_id); }); }); break; case 'loan_officer': case 'loanofficer': case 'Loan_Officer': case 'accountant': case 'Accountant': // Show ONLY assigned enquiries and relevant notification types $myEnquiriesNotifications->where(function($q) use ($user) { // Notifications for enquiries assigned to this user $q->whereHas('enquiry', function ($subQ) use ($user) { $subQ->whereHas('assignedUsers', function ($assignQ) use ($user) { $assignQ->where('user_id', $user->id); }); }) // OR notifications of specific types related to their work ->orWhereIn('type', [ 'payment_initiated', 'payment_approved', 'loan_processed', 'loan_approved', 'enquiry_assigned' ]); }); break; default: $myEnquiriesNotifications->where('user_id', $user->id); } // Get UNREAD notifications count only $myEnquiriesCount = $myEnquiriesNotifications ->where('is_read', false) ->count(); @endphp
  • My Enquiries
    @if($myEnquiriesCount > 0) {{ $myEnquiriesCount >= 99 ? '99+' : $myEnquiriesCount }} @endif
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['Registrar', 'registrar_hq','accountant','loanofficer','assistant_general_manager','general_manager','public_relation_officer','member_body','superadmin','branch_manager','head_of_department_loan', 'head_of_department_accountant']))
  • Enquiry Management
    • New Enquiry
    • All Enquiries
    • @if(!auth()->user()->hasRole('guest'))
    • Share Enquiries
    • Retirement Enquiries
    • Deduction Adjustment
    • Refund Enquiries
    • Withdraw Savings
    • Join Membership
    • Unjoin Membership
    • Benefit from Disasters
    • Sick 30 Days
    • Condolences
    • Work Injury
    • Ura Mobile
    • @endif
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['Registrar', 'accountant', 'loanofficer', 'general_manager', 'assistant_general_manager', 'superadmin', 'system_admin', 'public_relation_officer', 'registrar_hq', 'branch_manager']))
  • Rejected Enquiries
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['loanofficer']))
  • Loan Management
    • Employee Loans
    • Existing Loans
    • Pending Loans
    • Approved Loans
    • Rejected Loans
    • Disbursed Loans
    • Loan Calculator
    • Upload Applications
    • Reports
    • Collections
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['accountant']))
  • Disbursement Management
    • Pending Disbursement
    • Rejected
    • Failed (NMB)
    • Completed
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['loanofficer', 'assistant_general_manager']))
  • Business Loans
    • Salary Loans
    • Repayment Tracing
    • Calculator
    • Pending Loan
    • Rejected Loan
    • Payed Loans
    • Approved Loans
    • Interest
    • Upload Loan Application
    • Processed Loans
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['loanofficer', 'assistant_general_manager', 'assistant_general_manager', 'superadmin', 'system_admin', 'public_relation_officer', 'registrar_hq', 'branch_manager','Registrar','head_of_department_loan','head_of_department_accountant']))
  • Loan Deductions
    • Salary Loans
    • Repayment Tracing
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['accountant', 'general_manager', 'assistant_general_manager']))
  • Payment Management
    • Loan Application
    • Refund
    • Share
    • Retirement
    • Deduction Adjustment
    • Withdraw Savings
    • Withdraw Deposit
    • Unjoin Membership
    • Join Membership
    • URA Mobile
    • Sick Leave 30+ Days
    • Condolences
    • Work Injury
    • Residential Disaster
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['Registrar', 'accountant', 'loanofficer', 'general_manager', 'assistant_general_manager', 'superadmin', 'system_admin', 'public_relation_officer', 'registrar_hq', 'branch_manager','head_of_department_loan','head_of_department_accountant']))
  • Member Contributions
    • Members
    • Members Contributions
    • Contributions Changes
    • Contributions Analysis
    • {{-- -
    • Unjoin Member
    • Retired Member
    • --}}
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['superadmin']))
  • Branch Management
    • Branches
    • Regions
    • Districts
    • Departments
    • Commands
    • Import Payroll
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['superadmin']))
  • Access Management
    • Roles
    • Permissions
    • Ranks
    • Users
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['registrar_hq', 'general_manager', 'assistant_general_manager', 'superadmin', 'system_admin']))
  • Document Management
    • List Files
    • Create File
    • List File Series
    • Create File Series
    • List Keywords
    • Create Keyword
    • Import Keywords
    • Test API
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['superadmin']))
  • Payroll Management
    • Import Deductions
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['superadmin']))
  • Member ID Management
    • Member Cards
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['superadmin']))
  • Import Management
    • Import Payroll
    • Import Members
    • Import Existing Loans
  • @endif @if(auth()->check() && auth()->user()->hasAnyRole(['accountant', 'loanofficer', 'general_manager', 'assistant_general_manager', 'superadmin', 'branch_manager', 'public_relation_officer','head_of_department_loan','head_of_department_accountant']))
  • Campaign Management
    • Send Bulk SMS
  • @endif @if(auth()->check() && auth()->user()->hasRole('branch_manager'))
  • Branch Management
    • Branch Dashboard
    • Branch Users
  • @endif @if(auth()->check() && auth()->user()->hasRole('head_of_department_loan'))
  • Loan Department
    • Department Dashboard
    • Department Rejections
    • Department Notifications
  • @endif @if(auth()->check() && auth()->user()->hasRole('head_of_department_accountant'))
  • Accountant Department
    • Department Dashboard
    • Department Rejections
    • Department Notifications
  • @endif