2165 lines
91 KiB
PHP
Executable File
2165 lines
91 KiB
PHP
Executable File
<?php
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namespace App\Controllers;
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use CodeIgniter\API\ResponseTrait;
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use Exception;
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use PhpOffice\PhpSpreadsheet\Spreadsheet;
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use PhpOffice\PhpSpreadsheet\Style\Border;
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use PhpOffice\PhpSpreadsheet\Style\Alignment;
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use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
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use PhpOffice\PhpSpreadsheet\Style\Fill;
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use App\Models\UserModel;
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use App\Models\ClientModel;
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use App\Models\ClientBranchModel;
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use App\Models\ClientPolicyModel;
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use App\Models\LevelContactModel;
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use App\Models\LeadsModel;
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use App\Models\PolicyTypeModel;
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use App\Models\KYCEntityTypeModel;
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use App\Models\PolicyTransactionStatusModel;
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use App\Models\InsurerBranchModel;
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use App\Models\TPABranchModel;
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use App\Models\RFQModel;
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use App\Models\InsurerModel;
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use App\Helpers\MailHelper;
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use App\Helpers\ExcelMergeHelper;
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use App\Helpers\ExcelSanitizeHelper;
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use Google\Service\CloudSearch\PushItem;
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use Kint;
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use App\Controllers\Jobs;
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use App\Controllers\JobWorker;
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class LeadsController extends BaseController
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{
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use ResponseTrait;
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//log message
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protected $myLogger;
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//models
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protected $clientModel;
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protected $userModel;
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protected $clientBranchModel;
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protected $clientPolicyModel;
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protected $levelContactModel;
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protected $leadsModel;
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protected $policyTypeModel;
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protected $kycEntityTypeModel;
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protected $policyTransactionStatusModel;
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protected $insurerBranchModel;
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protected $tpaBranchModel;
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protected $RFQModel;
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protected $insurerModel;
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//variables for storing array
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protected $issuer;
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protected $clientType;
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protected $leadType;
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protected $leadsStatus;
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public function __construct()
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{
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set_session_context('Leads');
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$this->myLogger = \Config\Services::mylogger();
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$this->clientModel = new ClientModel();
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$this->userModel = new UserModel();
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$this->clientBranchModel = new ClientBranchModel();
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$this->clientPolicyModel = new ClientPolicyModel();
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$this->levelContactModel = new LevelContactModel();
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$this->leadsModel = new LeadsModel();
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$this->policyTypeModel = new PolicyTypeModel();
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$this->kycEntityTypeModel = new KYCEntityTypeModel();
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$this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
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$this->insurerBranchModel = new InsurerBranchModel();
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$this->tpaBranchModel = new TPABranchModel();
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$this->RFQModel = new RFQModel();
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$this->insurerModel = new InsurerModel();
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$this->issuer = [1 => 'JIBS', 2 => 'Nhance'];
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$this->clientType = [1 => 'Group', 2 => 'Individual'];
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$this->leadType = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
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$this->leadsStatus = [
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'queued' => 'Queued',
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'qcr_sent' => 'QCR sent',
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'lost' => 'Lost',
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'co_insurer_pending' => 'Co-Insurer Pending',
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'won' => 'Won',
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'completed_with_corrections' => 'Completed with Corrections',
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'completed_without_corrections' => 'Completed w/o Corrections',
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];
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}
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public function viewLeadsList()
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{
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// $d = $this->constructExcelToSaveTemp(24, 1, $propsal_and_insurer = null);
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// $job_details = new Jobs();
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// $r = Jobs::addJob(['job_name' => 'calculateMembersDemography', 'payload' => ['lead_id' => 24]]);
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// $d = $this->calculateMembersDemography(['lead_id' => 24]);
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//$this->mergeQuoteExcelFileWithMembersListExcelFile(24, 1, $propsal_and_insurer = null);
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// dd($d);
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$data['page_name'] = 'Leads';
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// Set basic data
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$data['issuer'] = $this->issuer;
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$data['client_type'] = $this->clientType;
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$data['lead_type'] = $this->leadType;
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$data['lead_status'] = $this->leadsStatus;
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// Fetch policy types and entity data
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$data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
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$data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
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// Fetch insurer and TPA branch data
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$data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
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$data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
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// Fetch sales team members who are active in team 5
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$data['salse_team'] = $this->userModel
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->select('user_profiles.*')
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->join('user_teams', 'user_profiles.id = user_teams.user_id')
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->where('user_teams.team_id', 5)
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->where('user_teams.is_active', 1)
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->where('user_profiles.is_active', 1)
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->findAll();
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// dd($data);
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// Fetch leads data
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$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
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// Load layout and pass data
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$this->loadLayout('leads_list', $data);
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}
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public function createLead()
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{
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// print_r($this->request->getPost()); die;
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$id = $this->request->getPost('id');
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$data = $this->prepareLeadData();
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// print_r($this->request->getPost()); die;
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if (!$id) {
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return $this->insertNewLead($data);
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} else {
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return $this->updateOldLead($id, $data);
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}
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}
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private function prepareLeadData()
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{
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$data = $this->request->getPost();
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if ($data['lead_type'] == 2) {
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$client_data = $this->clientModel->where('id', $data['client_id'])->where('is_active', 1)->first();
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$data['client_name'] = $client_data['client_name'];
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$data['client_short_name'] = $client_data['short_name'];
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$data['entity_type_id'] = $client_data['entity_type_id'];
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$data['client_type'] = $client_data['client_type'];
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} else {
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$data['client_id'] = 0;
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$data['client_branch_id'] = 0;
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$data['source_policy_id'] = 0;
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}
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$data['client_code'] = generate_client_code();
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if ($data['client_code'] == 2) {
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$data['client_code'] = generate_client_code('IC');
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}
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$data = $this->prepareMultipleLeadData($data);
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// print_r($data); die;
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return $data;
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}
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private function prepareMultipleLeadData($data)
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{
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// print_r($data); die;
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$processedData = [];
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$uploadFilePath = WRITEPATH . 'uploads/lead_files/';
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// Get all uploaded files for 'file_name[]'
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$files = $this->request->getFileMultiple('file_name');
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// print_r($files); die;
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foreach($data['policy_type_id'] as $index => $value){
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// Separate the insurer and insurer branch, handle missing or invalid data
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if (isset($data['insurer'][$index]) && strpos($data['insurer'][$index], '-') !== false) {
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list($insurer_branch_id, $insurer_id) = explode('-', $data['insurer'][$index]);
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$insurer_branch_id = 0;
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$insurer_id = 0;
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}
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// Separate the insurer and insurer branch, handle missing or invalid data
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if (isset($data['tpa'][$index]) && strpos($data['tpa'][$index], '-') !== false) {
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list($tpa_branch_id, $tpa_id) = explode('-', $data['tpa'][$index]);
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} else {
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$tpa_branch_id = 0;
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$tpa_id = 0;
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}
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// Separate the insurer and insurer branch, handle missing or invalid data
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if (isset($data['proposed_insurer'][$index]) && strpos($data['proposed_insurer'][$index], '-') !== false) {
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list($proposed_insurer_branch_id, $proposed_insurer_id) = explode('-', $data['proposed_insurer'][$index]);
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} else {
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$proposed_insurer_branch_id = 0;
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$proposed_insurer_id = 0;
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}
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// Separate the TPA and TPA branch, handle missing or invalid data
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if (isset($data['proposed_tpa'][$index]) && strpos($data['proposed_tpa'][$index], '-') !== false) {
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list($proposed_tpa_branch_id, $proposed_tpa_id) = explode('-', $data['proposed_tpa'][$index]);
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} else {
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$proposed_tpa_branch_id = 0;
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$proposed_tpa_id = 0;
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}
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if (!empty($data['policy_start_date'][$index])) {
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$policy_start_date = change_date_format($data['policy_start_date'][$index], 'd/m/Y', 'Y-m-d');
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} else {
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$policy_start_date = null;
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}
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if (!empty($data['policy_end_date'][$index])) {
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$policy_end_date = change_date_format($data['policy_end_date'][$index], 'd/m/Y', 'Y-m-d');
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} else {
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$policy_end_date = null;
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}
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if(!empty($data['incurred_claim_date'][$index])){
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$incurred_claims_date = change_date_format($data['incurred_claim_date'][$index], 'd/m/Y', 'Y-m-d');
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}else{
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$incurred_claims_date = null;
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}
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if(!empty($data['premium_date'][$index])){
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$premium_date = change_date_format($data['premium_date'][$index], 'd/m/Y', 'Y-m-d');
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}else{
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$premium_date = null;
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}
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$file_name = file_Upload($files[$index], $uploadFilePath);
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$last_3_years_claims = null;
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if($value != 2){
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$last_3_years_claims = $data['finyear'];
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}
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$processedData[] = [
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'lead_type' => $data['lead_type'],
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'issuer' => $data['issuer'],
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'client_type' => $data['client_type'],
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'client_name' => $data['client_name'],
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'client_short_name' => $data['client_short_name'],
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'entity_type_id' => $data['entity_type_id'],
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'client_code' => $data['client_code'],
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'pan' => $data['pan'],
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'gst' => $data['gst'],
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'branch_name' => $data['branch_name'],
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'branch_code' => $data['branch_code'],
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'contact_person_name' => $data['contact_person_name'],
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'contact_person_mobile' => $data['contact_person_mobile'],
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'contact_person_email' => $data['contact_person_email'],
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'client_id' => $data['client_id'] ?? 0,
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'client_branch_id' => $data['client_branch_id'] ?? 0,
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'source_policy_id' => $data['source_policy_id'] ?? 0,
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'policy_type_id' => $value,
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'salse_person_id' => $data['salse_person_id'] ?? 0,
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'insurer_id' => $insurer_id ?? 0,
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'insurer_branch_id' => $insurer_branch_id ?? 0,
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'tpa_id' => $tpa_id ?? 0,
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'tpa_branch_id' => $tpa_branch_id ?? 0,
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'policy_start_date' => $policy_start_date,
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'policy_end_date' => $policy_end_date,
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'no_of_lives' => $data['no_of_lives'][$index] ?? null,
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'incurred_claims' => $data['incurred_claims'][$index] ?? 0,
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'location' => $data['location'][$index] ?? null,
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'proposed_insurer_id' => $proposed_insurer_id ?? 0,
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'proposed_insurer_branch_id' => $proposed_insurer_branch_id ?? 0,
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'proposed_tpa_id' => $proposed_tpa_id ?? 0,
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'proposed_tpa_branch_id' => $proposed_tpa_branch_id ?? 0,
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'renewal_emp_count' => $data['renewal_emp_count'][$index] ?? 0,
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'renewal_dept_count' => $data['renewal_dept_count'][$index] ?? 0,
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'renewal_no_of_lives' => $data['renewal_no_of_lives'][$index] ?? 0,
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'incept_emp_count' => $data['incept_emp_count'][$index] ?? 0,
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'incept_dept_count' => $data['incept_dept_count'][$index] ?? 0,
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'incept_no_of_lives' => $data['incept_no_of_lives'][$index] ?? 0,
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'exp_emp_count' => $data['exp_emp_count'][$index] ?? 0,
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'exp_dept_count' => $data['exp_dept_count'][$index] ?? 0,
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'exp_no_of_lives' => $data['exp_no_of_lives'][$index] ?? 0,
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'incurred_claims_date' => $incurred_claims_date,
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'paid_claims' => $data['paid_claims'][$index] ?? 0,
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'outstanding_claims' => $data['outstanding_claims'][$index] ?? 0,
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'policy_run_days' => $data['policy_run_days'][$index] ?? 0,
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'premium_at_inception' => $data['premium_at_inception'][$index] ?? 0,
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'premium_date' => $premium_date,
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'earned_premium' => $data['earned_premium'][$index] ?? 0,
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'annualised_claims' => $data['annualised_claims'][$index] ?? 0,
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'incurred_claims_ratio' => $data['incurred_claims_ratio'][$index] ?? 0,
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'earned_claims_ratio' => $data['earned_claims_ratio'][$index] ?? 0,
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'total_si_at_incept' => $data['total_si_at_incept'][$index] ?? 0,
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'total_si_at_renewal' => $data['total_si_at_renewal'][$index] ?? 0,
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'fin_years_claims' => $last_3_years_claims,
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'file_name' => $file_name,
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'status' => $data['status'] ?? null,
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'notes' => $data['notes'] ?? null,
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];
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}
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return $processedData;
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}
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private function insertNewLead($data)
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{
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$insertCount = [];
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foreach ($data as $value) {
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$insert = $this->leadsModel->insert($value);
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$insertCount[] = $insert;
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$this->insertLeadStatus($insert, $value['status'], 3);
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//for this push the job to the calculateMembersDemography() function
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$job_details = new Jobs();
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$r = Jobs::addJob(['job_name' => 'calculateMembersDemography', 'payload' => [
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'lead_id' => $insert,
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]]);
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}
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if (count($insertCount) > 0) {
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return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => 'New Lead created successfully', 'data' => $data], 200);
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}
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return $this->respond(['status' => false, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' => $data], 200);
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}
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private function updateOldLead($id, $data)
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{
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if ($this->leadsModel->where('id', $id)->set($data[0])->update()) {
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$this->insertLeadStatus($id, $data[0]['status'], 3);
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return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Lead updated successfully", 'data' => $data], 200);
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}
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return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' => $data], 200);
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}
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// Get the Single Lead data for edit
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public function getLeadDataForEdit($id)
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{
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$data = $this->leadsModel
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->where('leads.id', $id)
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->where('leads.is_active', 1)
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->first();
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if (!empty($data['policy_start_date'])) {
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$data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
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} else {
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$data['policy_start_date'] = null;
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}
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if (!empty($data['policy_end_date'])) {
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$data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
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} else {
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$data['policy_end_date'] = null;
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}
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if (!empty($data['incurred_claims_date'])) {
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$data['incurred_claims_date'] = change_date_format($data['incurred_claims_date'], 'Y-m-d', 'd/m/Y');
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} else {
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$data['incurred_claims_date'] = null;
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}
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if (!empty($data['premium_date'])) {
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$data['premium_date'] = change_date_format($data['premium_date'], 'Y-m-d', 'd/m/Y');
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} else {
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$data['premium_date'] = null;
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}
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if ($data) {
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return $this->respond(['status' => true, 'data' => $data], 200);
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} else {
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return $this->respond(['status' => false], 200);
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}
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}
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private function insertLeadStatus($primaryKey, $status, $statusType)
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{
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$statusData = [
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'policy_tran_id' => $primaryKey,
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'status' => $status,
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'status_type' => $statusType,
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'created_by' => get_session_userid(),
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];
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$this->policyTransactionStatusModel->insert($statusData);
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}
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//--------RFQ-----------------------------------------------------------------------------------------------
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public function viewRFQ($id, $type = 1)
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{
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$data['rfq_data'] = $this->RFQModel
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->where('lead_id', $id)
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// ->where('type', $type)
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->where('is_active', 1)
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->first();
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$data['rfq_count'] = $this->RFQModel
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->where('lead_id', $id)
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// ->where('type', 1)
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->where('is_active', 1)
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->countAllResults();
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$data['qcr_count'] = $this->RFQModel
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->where('lead_id', $id)
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->where('type', 2)
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->where('is_active', 1)
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->countAllResults();
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// dd(count($data['rfq_data']));
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$data['lead_id'] = $id;
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$lead_data = $this->leadsModel
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->select('leads.*, policy_type.question_json, policy_type.policy_type')
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->join('policy_type', 'leads.policy_type_id = policy_type.id')
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->where('leads.id', $id)
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->where('leads.is_active', 1)
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->first();
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// dd($lead_data);
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if ($lead_data['lead_type'] == 2) {
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$client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first();
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$data['policy_terms'] = $client_policy_data['policy_terms'];
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}
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|
|
$data['question_json'] = $lead_data['question_json'];
|
|
$data['page_name'] = $type == 2 ? 'QCR' : 'RFQ';
|
|
$data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
|
|
$data['userList'] = $this->userModel->getUserListForRFQ();
|
|
$data['lead_data'] = $lead_data;
|
|
|
|
$data['mail_content'] = $this->transformMailContent($id);
|
|
|
|
// dd($data);
|
|
$this->loadLayout('view_rfq.php', $data);
|
|
}
|
|
|
|
public function createRFQ(){
|
|
|
|
// print_r($this->request->getPost('json')); die();
|
|
|
|
$data = $this->request->getPost();
|
|
$lead_id = $data['lead_id'];
|
|
$data['type'] = 1;
|
|
$this->RFQModel
|
|
->where('lead_id', $lead_id)
|
|
->where('type', 1)
|
|
->where('is_active', 1)
|
|
->set('is_active', 0)
|
|
->update();
|
|
|
|
$result = $this->RFQModel->insert($data);
|
|
|
|
if ($result) {
|
|
|
|
$message = "RFQ submitted successfully";
|
|
if($data['submit_type'] == 'QCR'){ $message = "QCR submitted successfully"; }
|
|
return $this->respond(['status' => true, 'id' => $result, 'message' => $message, 'data' => $data], 200);
|
|
}
|
|
|
|
return $this->respond(['status' => false, 'id' => $result, 'message' => "Failed to create RFQ", 'data' => $data], 200);
|
|
}
|
|
|
|
public function createQCR()
|
|
{
|
|
|
|
$data = $this->request->getPost();
|
|
$lead_id = $data['lead_id'];
|
|
$data['type'] = 2;
|
|
|
|
$this->RFQModel
|
|
->where('lead_id', $lead_id)
|
|
->where('type', 2)
|
|
->where('is_active', 1)
|
|
->set('is_active', 0)
|
|
->update();
|
|
|
|
$result = $this->RFQModel->insert($data);
|
|
|
|
if ($result) {
|
|
return $this->respond(['status' => true, 'id' => $result, 'message' => 'QCR created successfully', 'data' => $data], 200);
|
|
}
|
|
|
|
return $this->respond(['status' => false, 'id' => $result, 'message' => "Failed to create QCR", 'data' => $data], 200);
|
|
}
|
|
|
|
|
|
//-----RFQ and QCR EXPORT------------------------------------------------------------------------------------------------
|
|
|
|
|
|
//export main route function
|
|
public function exportQCRandRFQ($lead_id, $type, $export_type)
|
|
{
|
|
$this->exportExcelForQCRandRFQ($lead_id, $type);
|
|
}
|
|
|
|
//FOR EXCEL
|
|
public function exportExcelForQCRandRFQ($lead_id, $type)
|
|
{
|
|
$filepath = $this->constructExcelToSaveTemp($lead_id, $type);
|
|
$lead_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
|
|
// dd($filepath);
|
|
|
|
//Excel merging part
|
|
if ($lead_data['file_name'] != null && $lead_data['file_name'] != '') {
|
|
|
|
$temp_file_path = $filepath['filePath'];
|
|
$temp_file_name = $filepath['fileName'];
|
|
$lead_file_path = WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'];
|
|
|
|
// dd($lead_data, $temp_file_path, $temp_file_name, $lead_file_path);
|
|
|
|
if ($lead_file_path) {
|
|
$filePaths = [
|
|
['file_path' => $temp_file_path, 'sheets' => []],
|
|
['file_path' => $lead_file_path, 'sheets' => []]
|
|
];
|
|
// $outputPath = dirname($temp_file_path) . '/' . 'merged_' . $temp_file_name;
|
|
$result = ExcelMergeHelper::mergeExcelFiles($filePaths, $temp_file_path);
|
|
// print_rr($result);
|
|
}
|
|
}
|
|
|
|
$filepath = $filepath['filePath'];
|
|
|
|
if (file_exists($filepath)) {
|
|
// Set headers to force download
|
|
header('Content-Description: File Transfer');
|
|
header('Content-Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet');
|
|
header('Content-Disposition: attachment; filename="' . basename($filepath) . '"');
|
|
header('Content-Length: ' . filesize($filepath));
|
|
header('Pragma: public');
|
|
|
|
// Output the file content
|
|
readfile($filepath);
|
|
|
|
// Delete the file after download
|
|
unlink($filepath);
|
|
|
|
exit;
|
|
} else {
|
|
echo "File does not exist.";
|
|
}
|
|
}
|
|
|
|
//Construct excel file and save the file to the folder and return file path
|
|
public function constructExcelToSaveTemp($lead_id, $type, $propsal_and_insurer = null)
|
|
{
|
|
$rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
|
|
|
|
// dd($rfq_data, $lead_id, $type, $propsal_and_insurer);
|
|
// print_r($propsal_and_insurer); die;
|
|
|
|
if($rfq_data['lead_type'] == 1){
|
|
|
|
if($rfq_data['policy_type_id'] == 2){
|
|
$lead_data = [
|
|
|
|
'Insured' => $rfq_data['client_name'],
|
|
'Policy Status' => $rfq_data['status'],
|
|
|
|
'No of Employees' => $rfq_data['incept_emp_count'],
|
|
'No of Dependents' => $rfq_data['incept_dept_count'],
|
|
'Total Lives' => $rfq_data['incept_no_of_lives'],
|
|
|
|
'Period of Insurance ' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])).' to '. date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
|
|
'Policy Run Days' => $rfq_data['policy_run_days'],
|
|
];
|
|
}else if($rfq_data['policy_type_id'] == 1){
|
|
$lead_data = [
|
|
'Insured' => $rfq_data['client_name'],
|
|
'No of Employees at Inception' => $rfq_data['incept_emp_count'],
|
|
'Total Sum Insured at Inception ' => $rfq_data['total_si_at_incept'],
|
|
'Policy Period' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])).' to '. date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
|
|
'Policy Status' => $rfq_data['status'],
|
|
'Existing Insurer' => $rfq_data['insurer_name'],
|
|
'TPA ' => $rfq_data['tpa_name'],
|
|
];
|
|
}
|
|
|
|
}else{
|
|
if($rfq_data['policy_type_id'] == 2){
|
|
$lead_data = [
|
|
|
|
'Insured' => $rfq_data['client_name'],
|
|
'Policy Status' => $rfq_data['status'],
|
|
|
|
'No of Employees at Inception' => $rfq_data['incept_emp_count'],
|
|
'No of Dependents at Inception' => $rfq_data['incept_dept_count'],
|
|
'Total Lives at Inception ' => $rfq_data['incept_no_of_lives'],
|
|
|
|
'No of Employees at Expiry' => $rfq_data['exp_emp_count'],
|
|
'No of Dependents at Expiry' => $rfq_data['exp_dept_count'],
|
|
'Total Lives at Expiry ' => $rfq_data['exp_no_of_lives'],
|
|
|
|
'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
|
|
'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'],
|
|
'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'],
|
|
|
|
'Period of Insurance ' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])).' to '. date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
|
|
'Policy Run Days' => $rfq_data['policy_run_days'],
|
|
'Inception Premium' => $rfq_data['premium_at_inception'],
|
|
'Premium as on (Date - DD MM YYYY should be entered based on the claims dump report)' => $rfq_data['premium_date'],
|
|
'Earned Premium' => $rfq_data['earned_premium'],
|
|
'Incurred Claims as on (Date - DD MM YYYY should be entered based on the claims dump report)' => $rfq_data['incurred_claims_date'],
|
|
'Annualised Claims' => $rfq_data['annualised_claims'],
|
|
'Incurred Claims Ratio' => $rfq_data['incurred_claims_ratio'],
|
|
'Earned Claims Ratio' => $rfq_data['earned_claims_ratio'],
|
|
];
|
|
}else if($rfq_data['policy_type_id'] == 1){
|
|
$lead_data = [
|
|
'Insured' => $rfq_data['client_name'],
|
|
'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
|
|
'Total Sum Insured at Renewal ' => $rfq_data['total_si_at_renewal'],
|
|
'Policy Period' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])).' to '. date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
|
|
'Policy Status' => $rfq_data['status'],
|
|
'Existing Insurer' => $rfq_data['insurer_name'],
|
|
'TPA ' => $rfq_data['tpa_name'],
|
|
];
|
|
}
|
|
}
|
|
|
|
$data = json_decode($rfq_data['json'], true);
|
|
|
|
if($type == 2){
|
|
$data = $this->convertJsonForQCR($data, $type);
|
|
if($propsal_and_insurer !== null){
|
|
list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
|
|
$data = $this->transformProposelData($data, $proposal_key, $insurer_key);
|
|
}
|
|
}else if($type == 1){
|
|
$data = $this->convertJsonForQCR($data, $type);
|
|
// dd($data);
|
|
}
|
|
|
|
$spreadsheet = new Spreadsheet();
|
|
$sheet = $spreadsheet->getActiveSheet();
|
|
|
|
// Start with lead_data at the top
|
|
$rowNumber = 1;
|
|
foreach ($lead_data as $key => $value) {
|
|
$sheet->setCellValue("A{$rowNumber}", $key);
|
|
$sheet->setCellValue("B{$rowNumber}", $value);
|
|
$sheet->getStyle("A{$rowNumber}")->applyFromArray(['font' => ['bold' => true]]);
|
|
$rowNumber++;
|
|
}
|
|
|
|
$leadRange = "A1:B" . (count($lead_data));
|
|
$sheet->getStyle($leadRange)->applyFromArray([
|
|
'borders' => [
|
|
'allBorders' => [
|
|
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
|
|
'color' => ['argb' => 'FF000000'], // Black color
|
|
],
|
|
],
|
|
]);
|
|
|
|
|
|
$rowNumber += 2;
|
|
|
|
// Add headers and subheaders
|
|
$headers = $data['table_data']['headers'];
|
|
$subHeaderRow = $rowNumber + 1;
|
|
$columnLetter = 'A';
|
|
|
|
foreach ($headers as $header) {
|
|
if (in_array($header['parentHeader'], ['Item Key', 'Action'])) {
|
|
continue;
|
|
}
|
|
|
|
if ($header['parentHeader'] === 'Sno') {
|
|
$header['parentHeader'] = 'S.No.';
|
|
}
|
|
|
|
$startColumn = $columnLetter; // Start of the current header range
|
|
$subHeaderCount = count($header['subHeaders']); // Number of subheaders for this parent header
|
|
|
|
// Set parent header value
|
|
$sheet->setCellValue("{$startColumn}{$rowNumber}", $header['parentHeader']);
|
|
$sheet->getStyle("{$startColumn}{$rowNumber}")->applyFromArray([
|
|
'font' => ['bold' => true],
|
|
'alignment' => [
|
|
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
|
|
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
|
|
],
|
|
]);
|
|
|
|
// Merge header cells if it spans multiple subheaders
|
|
if ($subHeaderCount > 1) {
|
|
$endColumn = chr(ord($startColumn) + $subHeaderCount - 1); // Calculate the end column
|
|
$sheet->mergeCells("{$startColumn}{$rowNumber}:{$endColumn}{$rowNumber}");
|
|
} else {
|
|
$endColumn = $startColumn; // No merge needed if only one subheader
|
|
}
|
|
|
|
// Add subheaders
|
|
foreach ($header['subHeaders'] as $subHeader) {
|
|
$sheet->setCellValue("{$columnLetter}{$subHeaderRow}", $subHeader);
|
|
$sheet->getStyle("{$columnLetter}{$subHeaderRow}")->applyFromArray([
|
|
'font' => ['bold' => true],
|
|
'alignment' => [
|
|
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
|
|
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
|
|
],
|
|
]);
|
|
$columnLetter++; // Move to the next column for subheaders
|
|
}
|
|
}
|
|
|
|
// Apply border to the header range
|
|
$headerRange = "A{$rowNumber}:" . chr(ord($columnLetter) - 1) . "{$subHeaderRow}";
|
|
$sheet->getStyle($headerRange)->applyFromArray([
|
|
'borders' => [
|
|
'allBorders' => [
|
|
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
|
|
'color' => ['argb' => 'FF000000'], // Black color
|
|
],
|
|
],
|
|
]);
|
|
|
|
// Increase row height for headers and subheaders
|
|
$sheet->getRowDimension($rowNumber)->setRowHeight(30); // Header row height
|
|
$sheet->getRowDimension($subHeaderRow)->setRowHeight(25); // Subheader row height
|
|
|
|
$rowNumber = $subHeaderRow + 2;
|
|
$column_data = $data['table_data']['data'];
|
|
$serial_no = 1;
|
|
|
|
// Add table data rows
|
|
foreach ($column_data as $dataRow) {
|
|
$columnLetter = 'A';
|
|
foreach ($dataRow['data'] as $cellData) {
|
|
if (in_array($cellData['parentth'], ['Item Key', 'Action'])) {
|
|
continue;
|
|
}
|
|
|
|
if ($cellData['parentth'] == 'Sno') {
|
|
$sheet->setCellValue("{$columnLetter}{$rowNumber}", $serial_no);
|
|
} else {
|
|
$sheet->setCellValue("{$columnLetter}{$rowNumber}", $cellData['value']);
|
|
}
|
|
|
|
$columnLetter++;
|
|
}
|
|
$rowNumber++;
|
|
$serial_no++;
|
|
}
|
|
|
|
$dataRange = "A" . ($subHeaderRow + 1) . ":" . chr(ord($columnLetter) - 1) . ($rowNumber - 1);
|
|
$sheet->getStyle($dataRange)->applyFromArray([
|
|
'borders' => [
|
|
'allBorders' => [
|
|
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
|
|
'color' => ['argb' => 'FF000000'], // Black color
|
|
],
|
|
],
|
|
]);
|
|
|
|
|
|
if ($type == 2) {
|
|
|
|
$rowNumber += 2;
|
|
|
|
// Add premium data
|
|
$labelArray = ["Premium", "GST (%)", "GST Amount (₹)", "Total"];
|
|
$premiumData = $data['premium_data']['data'];
|
|
$premium = [$labelArray[0]];
|
|
$gst = [$labelArray[1]];
|
|
$gstAmt = [$labelArray[2]];
|
|
$total = [$labelArray[3]];
|
|
|
|
foreach ($premiumData as $proposal => $insurers) {
|
|
if($proposal != 'Particulars'){
|
|
foreach ($insurers as $insurer => $values) {
|
|
$premium[] = $values[$labelArray[0]];
|
|
$gst[] = $values[$labelArray[1]];
|
|
$gstAmt[] = $values[$labelArray[2]];
|
|
$total[] = $values[$labelArray[3]];
|
|
}
|
|
}
|
|
}
|
|
|
|
foreach ([$premium, $gst, $gstAmt, $total] as $index => $rowData) {
|
|
$columnLetter = 'B';
|
|
foreach ($rowData as $key => $value) {
|
|
$sheet->setCellValue("{$columnLetter}{$rowNumber}", $value);
|
|
if ($key === 0) {
|
|
$sheet->getStyle("{$columnLetter}{$rowNumber}")->applyFromArray(['font' => ['bold' => true,],]);
|
|
}
|
|
$columnLetter++;
|
|
}
|
|
$rowNumber++;
|
|
}
|
|
|
|
$premiumRange = "B" . ($rowNumber - 3) . ":" . chr(ord($columnLetter) - 1) . ($rowNumber - 1);
|
|
$sheet->getStyle($premiumRange)->applyFromArray([
|
|
'borders' => [
|
|
'allBorders' => [
|
|
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
|
|
'color' => ['argb' => 'FF000000'], // Black color
|
|
],
|
|
],
|
|
]);
|
|
}
|
|
|
|
// Auto-size columns
|
|
foreach ($sheet->getColumnIterator() as $column) {
|
|
$sheet->getColumnDimension($column->getColumnIndex())->setAutoSize(true);
|
|
}
|
|
|
|
// Set filename
|
|
$string = ($type == 2) ? 'QCR' : 'RFQ';
|
|
$filename = "{$string}_{$rfq_data['client_short_name']}_{$rfq_data['policy_type']}_" . date('YmdHis') . '.xlsx';
|
|
|
|
// Save to temporary location
|
|
$uploadFilePath = WRITEPATH . 'tmp/' . $filename;
|
|
$writer = new Xlsx($spreadsheet);
|
|
$writer->save($uploadFilePath);
|
|
|
|
return [
|
|
'filePath' => $uploadFilePath,
|
|
'fileName' => $filename,
|
|
];
|
|
}
|
|
|
|
//Merge RFQ/QCR file with lead members file
|
|
public function mergeQuoteExcelFileWithMembersListExcelFile($lead_id, $type, $source_file_path)
|
|
{
|
|
$rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
|
|
|
|
if ($source_file_path && $rfq_data['file_name']) {
|
|
}
|
|
|
|
return true;
|
|
}
|
|
|
|
public function calculateMembersDemography($params)
|
|
{
|
|
$lead_id = $params['lead_id'];
|
|
$lead_data = $this->leadsModel->find($lead_id);
|
|
$file_name_with_path = WRITEPATH . "/uploads/lead_files/" . $lead_data['file_name'];
|
|
|
|
if (!$lead_data) {
|
|
return ['status' => 'failed', 'message' => 'Lead data not found'];
|
|
}
|
|
if ($lead_data['file_name']) {
|
|
// $file_name_with_path = WRITEPATH . "/uploads/lead_files/NonPrintableCharacters.xlsx";
|
|
|
|
//check physical file
|
|
if (!file_exists($file_name_with_path)) {
|
|
//file not found update status and reason
|
|
$message = "Lead Physcial file not found";
|
|
// echo $message;
|
|
$this->myLogger->logme('error', ($message . ' for file ' . $file_name_with_path));
|
|
return ['status' => 'failed', 'message' => 'no physical file'];
|
|
}
|
|
|
|
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
|
|
|
|
//get members data
|
|
$members_sheet = $spreadsheet->getSheet(0);
|
|
$highestRowAndColumn = $members_sheet->getHighestRowAndColumn();
|
|
// dd($highestRowAndColumn);
|
|
$uncleaned_members = $members_sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
|
|
$members = ExcelSanitizeHelper::sanitizeArrayData($uncleaned_members);
|
|
//get age band data
|
|
$age_band_sheet = $spreadsheet->getSheet(1);
|
|
$highestRowAndColumn = $age_band_sheet->getHighestRowAndColumn();
|
|
$age_band_data = $age_band_sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
|
|
|
|
|
|
//check age or dob column
|
|
$members_heading = $members[0];
|
|
$available_col = null;
|
|
$col_index = null;
|
|
|
|
if (in_array('age', array_map('strtolower', $members_heading))) {
|
|
$available_col = 'age';
|
|
$col_index = array_search('age', array_map('strtolower', $members_heading));
|
|
} elseif (in_array('dob', array_map('strtolower', $members_heading))) {
|
|
$available_col = 'dob';
|
|
$col_index = array_search('dob', array_map('strtolower', $members_heading));
|
|
}
|
|
|
|
if ($available_col == null) {
|
|
$message = 'No DOB or Age column ';
|
|
$this->myLogger->logme('error', ($message . $file_name_with_path));
|
|
return ['status' => 'failed', 'message' => $message];
|
|
}
|
|
try {
|
|
$classifiers = $this->getDemographyData($members, $age_band_data, $members_heading, $available_col, $col_index);
|
|
} catch (Exception $e) {
|
|
return ['status' => 'fail', 'message' => $e->getMessage()];
|
|
}
|
|
|
|
try {
|
|
$result = $this->generateClassifierSpreadsheet($classifiers, WRITEPATH . 'uploads/lead_files/');
|
|
if ($result['success']) {
|
|
$this->myLogger->logme('error', "Spreadsheet generated successfully!");
|
|
|
|
echo "Location: " . $result['fullpath'] . "\n";
|
|
echo "Filename: " . $result['filename'] . "\n";
|
|
$filePaths = [
|
|
['file_path' => WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'], 'sheets' => [0, 1]],
|
|
['file_path' => WRITEPATH.'/uploads/lead_files/' . $result['filename'], 'sheets' => []],
|
|
];
|
|
$outputPath = WRITEPATH . 'uploads/lead_files/Member_Data.xlsx';
|
|
$result_merge = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
|
|
if ($result_merge) {
|
|
// Call the delete function after the file is successfully created
|
|
$deleteResponse = $this->deleteGeneratedFile($result['fullpath']);
|
|
|
|
// Add delete message to response
|
|
$response['deleteMessage'] = $deleteResponse['message'];
|
|
return ['status' => 'success', 'message' => 'Member_Data Merged Suceesfully'];
|
|
}
|
|
} else {
|
|
echo "Error generating spreadsheet: " . $result['error'];
|
|
}
|
|
} catch (Exception $e) {
|
|
echo "Error: " . $e->getMessage();
|
|
return ['status' => 'fail', 'message' => $e->getMessage()];
|
|
}
|
|
} else {
|
|
$this->myLogger->logme('error', (' no file found ' . $file_name_with_path));
|
|
return ['status' => 'failed', 'message' => 'no file found'];
|
|
}
|
|
}
|
|
|
|
public function getDemographyData($members, $age_band_data, $members_heading, $available_col, $col_index)
|
|
{
|
|
$first_loop = 0;
|
|
$col_index_si = array_search('si enhancement', array_map('strtolower', $members_heading));
|
|
$col_index_relationship = array_search('relationship', array_map('strtolower', $members_heading));
|
|
$relations = [];
|
|
$si_amt = ['general']; // Initialize with 'general' as per first loop condition
|
|
|
|
// First pass - collect unique relations and SI amounts
|
|
foreach ($members as $member) {
|
|
if ($first_loop == 0) {
|
|
$first_loop++;
|
|
continue;
|
|
}
|
|
if ($member == null) {
|
|
continue;
|
|
}
|
|
|
|
if (!in_array($member[$col_index_relationship], $relations) && $member[$col_index_relationship] != null) {
|
|
$relations[] = $member[$col_index_relationship];
|
|
}
|
|
|
|
if (!in_array($member[$col_index_si], $si_amt) && $member[$col_index_si] != null) {
|
|
$si_amt[] = $member[$col_index_si];
|
|
}
|
|
}
|
|
// Initialize classifier array
|
|
$classifiers = [];
|
|
foreach ($si_amt as $si) {
|
|
$classifiers[$si] = [];
|
|
// Initialize relation counts including Grand Total row
|
|
foreach ($relations as $relation) {
|
|
$classifiers[$si][$relation] = [];
|
|
foreach ($age_band_data as $age_bands) {
|
|
foreach ($age_bands as $age_interval) {
|
|
$classifiers[$si][$relation][$age_interval] = 0;
|
|
}
|
|
}
|
|
// Add Grand Total column for each relation echo('test passed 3.5');
|
|
|
|
$classifiers[$si][$relation]['Grand Total'] = 0;
|
|
}
|
|
// Initialize Grand Total row
|
|
$classifiers[$si]['Grand Total'] = [];
|
|
foreach ($age_band_data as $age_bands) {
|
|
foreach ($age_bands as $age_interval) {
|
|
$classifiers[$si]['Grand Total'][$age_interval] = 0;
|
|
}
|
|
}
|
|
// Add grand total of grand totals
|
|
$classifiers[$si]['Grand Total']['Grand Total'] = 0;
|
|
}
|
|
// Process members and count them
|
|
foreach ($members as $member) {
|
|
if ($first_loop == 0) {
|
|
$first_loop++;
|
|
continue;
|
|
}
|
|
// Get age
|
|
$age = $this->getAge($available_col, $member, $col_index);
|
|
|
|
|
|
$relation = $member[$col_index_relationship];
|
|
$member_si = $member[$col_index_si];
|
|
|
|
// Find the correct age band (only once per member)
|
|
$found_band = false;
|
|
foreach ($age_band_data as $age_bands) {
|
|
if ($found_band) break;
|
|
|
|
foreach ($age_bands as $age_band) {
|
|
//get Min and Max Age
|
|
list($min_age, $max_age) = $this->getAgeRange($age_band);
|
|
|
|
// If age fits in this band
|
|
if ($age >= $min_age && $age <= $max_age) {
|
|
// Update counts for general category
|
|
if (isset($classifiers['general'][$relation][$age_band])) {
|
|
// Increment count for specific relation and age band
|
|
$classifiers['general'][$relation][$age_band]++;
|
|
// Update row total (Grand Total column)
|
|
$classifiers['general'][$relation]['Grand Total']++;
|
|
// Update column total (Grand Total row)
|
|
$classifiers['general']['Grand Total'][$age_band]++;
|
|
// Update grand total of grand totals
|
|
$classifiers['general']['Grand Total']['Grand Total']++;
|
|
}
|
|
|
|
// Update counts for specific SI category
|
|
if (isset($classifiers[$member_si][$relation][$age_band])) {
|
|
// Increment count for specific relation and age band
|
|
$classifiers[$member_si][$relation][$age_band]++;
|
|
// Update row total (Grand Total column)
|
|
$classifiers[$member_si][$relation]['Grand Total']++;
|
|
// Update column total (Grand Total row)
|
|
$classifiers[$member_si]['Grand Total'][$age_band]++;
|
|
// Update grand total of grand totals
|
|
$classifiers[$member_si]['Grand Total']['Grand Total']++;
|
|
}
|
|
|
|
$found_band = true;
|
|
break;
|
|
}
|
|
}
|
|
}
|
|
}
|
|
return $classifiers;
|
|
}
|
|
|
|
public function generateClassifierSpreadsheet($classifiers, $outputDir = 'exports')
|
|
{
|
|
if (!file_exists($outputDir)) {
|
|
if (!mkdir($outputDir, 0755, true)) {
|
|
throw new Exception("Failed to create directory: $outputDir");
|
|
}
|
|
}
|
|
|
|
// Check if directory is writable
|
|
if (!is_writable($outputDir)) {
|
|
throw new Exception("Directory is not writable: $outputDir");
|
|
}
|
|
|
|
// Generate unique filename
|
|
$timestamp = date('Y-m-d_His');
|
|
$filename = "member_classification_{$timestamp}.xlsx";
|
|
$filepath = $outputDir . DIRECTORY_SEPARATOR . $filename;
|
|
|
|
// Check if file already exists (shouldn't happen with timestamp, but just in case)
|
|
if (file_exists($filepath)) {
|
|
$counter = 1;
|
|
while (file_exists($outputDir . DIRECTORY_SEPARATOR . "member_classification_{$timestamp}_{$counter}.xlsx")) {
|
|
$counter++;
|
|
}
|
|
$filename = "member_classification_{$timestamp}_{$counter}.xlsx";
|
|
$filepath = $outputDir . DIRECTORY_SEPARATOR . $filename;
|
|
}
|
|
|
|
$spreadsheet = new Spreadsheet();
|
|
$sheet = $spreadsheet->getActiveSheet();
|
|
$sheet->setTitle('Demography_Data');
|
|
|
|
// Get all age bands
|
|
$age_bands = array_keys(reset($classifiers['general']));
|
|
array_pop($age_bands); // Remove 'Grand Total'
|
|
$age_bands[] = 'Grand Total'; // Add it back at the end
|
|
|
|
$currentRow = 5; // Start from row 5 to match the example
|
|
|
|
// Function to write section data
|
|
$writeSectionData = function ($data, $sheet, &$currentRow, $si_type) use ($age_bands) {
|
|
// Add section header for the SI type
|
|
$sheet->setCellValue('B' . $currentRow, strtoupper($si_type));
|
|
|
|
// Style section header
|
|
$sheet->getStyle('B' . $currentRow)->applyFromArray([
|
|
'font' => ['bold' => true, 'size' => 14],
|
|
'alignment' => ['horizontal' => Alignment::HORIZONTAL_CENTER],
|
|
]);
|
|
|
|
$currentRow++; // Move to the next row after the section header
|
|
|
|
// Set headers for the data table
|
|
$sheet->setCellValue('B' . $currentRow, 'Relationship');
|
|
$col = 'C';
|
|
foreach ($age_bands as $band) {
|
|
$sheet->setCellValue($col . $currentRow, $band);
|
|
$col++;
|
|
}
|
|
|
|
// Style headers
|
|
$lastCol = chr(ord('B') + count($age_bands));
|
|
$headerRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
|
|
$sheet->getStyle($headerRange)->applyFromArray([
|
|
'font' => ['bold' => true],
|
|
'borders' => [
|
|
'allBorders' => [
|
|
'borderStyle' => Border::BORDER_THIN,
|
|
'color' => ['rgb' => '000000'],
|
|
],
|
|
],
|
|
'alignment' => [
|
|
'horizontal' => Alignment::HORIZONTAL_CENTER,
|
|
],
|
|
]);
|
|
|
|
$currentRow++;
|
|
|
|
// Write data rows
|
|
foreach ($data as $relation => $values) {
|
|
if ($relation !== 'Grand Total') {
|
|
$sheet->setCellValue('B' . $currentRow, $relation);
|
|
$col = 'C';
|
|
foreach ($age_bands as $band) {
|
|
$value = $values[$band] ?: ''; // Convert 0 to empty string
|
|
$sheet->setCellValue($col . $currentRow, $value);
|
|
$col++;
|
|
}
|
|
|
|
// Style data row
|
|
$dataRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
|
|
$sheet->getStyle($dataRange)->applyFromArray([
|
|
'borders' => [
|
|
'allBorders' => [
|
|
'borderStyle' => Border::BORDER_THIN,
|
|
'color' => ['rgb' => '000000'],
|
|
],
|
|
],
|
|
'alignment' => [
|
|
'horizontal' => Alignment::HORIZONTAL_CENTER,
|
|
],
|
|
]);
|
|
|
|
$currentRow++;
|
|
}
|
|
}
|
|
|
|
// Add Grand Total row
|
|
$sheet->setCellValue('B' . $currentRow, 'Grand Total');
|
|
$col = 'C';
|
|
foreach ($age_bands as $band) {
|
|
$sheet->setCellValue($col . $currentRow, $data['Grand Total'][$band]);
|
|
$col++;
|
|
}
|
|
|
|
// Style Grand Total row
|
|
$totalRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
|
|
$sheet->getStyle($totalRange)->applyFromArray([
|
|
'font' => ['bold' => true],
|
|
'borders' => [
|
|
'allBorders' => [
|
|
'borderStyle' => Border::BORDER_THIN,
|
|
'color' => ['rgb' => '000000'],
|
|
],
|
|
],
|
|
'fill' => [
|
|
'fillType' => Fill::FILL_SOLID,
|
|
'startColor' => ['rgb' => 'F2F2F2'],
|
|
],
|
|
'alignment' => [
|
|
'horizontal' => Alignment::HORIZONTAL_CENTER,
|
|
],
|
|
]);
|
|
|
|
$currentRow += 3; // Add gap after each section
|
|
};
|
|
|
|
// Write each SI section with gaps
|
|
foreach ($classifiers as $si_type => $data) {
|
|
$writeSectionData($data, $sheet, $currentRow, $si_type);
|
|
}
|
|
|
|
// Auto-size columns
|
|
foreach (range('B', chr(ord('B') + count($age_bands))) as $col) {
|
|
$sheet->getColumnDimension($col)->setAutoSize(true);
|
|
}
|
|
|
|
// Create Excel file
|
|
try {
|
|
// Create Excel file
|
|
$writer = new Xlsx($spreadsheet);
|
|
$writer->save($filepath);
|
|
|
|
// Verify file was created successfully
|
|
if (!file_exists($filepath)) {
|
|
throw new Exception("Failed to create file: $filepath");
|
|
}
|
|
|
|
// Return the file info after creation
|
|
$response = [
|
|
'success' => true,
|
|
'filepath' => $filepath,
|
|
'filename' => $filename,
|
|
'fullpath' => realpath($filepath)
|
|
];
|
|
|
|
return $response;
|
|
|
|
} catch (Exception $e) {
|
|
return [
|
|
'success' => false,
|
|
'error' => $e->getMessage()
|
|
];
|
|
}
|
|
}
|
|
|
|
// Function to delete generated file
|
|
public function deleteGeneratedFile($filePath)
|
|
{
|
|
try {
|
|
if (file_exists($filePath)) {
|
|
unlink($filePath); // Delete the file
|
|
return [
|
|
'success' => true,
|
|
'message' => "File deleted successfully"
|
|
];
|
|
} else {
|
|
return [
|
|
'success' => false,
|
|
'message' => "File does not exist"
|
|
];
|
|
}
|
|
} catch (Exception $e) {
|
|
return [
|
|
'success' => false,
|
|
'error' => $e->getMessage()
|
|
];
|
|
}
|
|
}
|
|
|
|
public function getAge($available_col, $member, $col_index)
|
|
{
|
|
if ($available_col == 'age') {
|
|
$age = $member[$col_index];
|
|
} else {
|
|
$dob = $member[$col_index];
|
|
if ($dob == 'DOB') {
|
|
return;
|
|
}
|
|
$dobDate = \DateTime::createFromFormat('d-M-Y', $dob);
|
|
$currentDate = new \DateTime();
|
|
if ($dobDate == false) {
|
|
$this->myLogger->logme('error', $dob . 'is not valid');
|
|
return;
|
|
}
|
|
$age = $currentDate->diff($dobDate)->y;
|
|
}
|
|
return $age;
|
|
}
|
|
|
|
public function getAgeRange($age_band)
|
|
{
|
|
$age_band = trim($age_band);
|
|
// Parse age range
|
|
if (strpos($age_band, '-') === false) {
|
|
$min_age = (int)filter_var($age_band, FILTER_SANITIZE_NUMBER_INT);
|
|
$max_age = PHP_INT_MAX;
|
|
} else {
|
|
$parts = explode("-", $age_band);
|
|
$min_age = (int)$parts[0];
|
|
$max_age = (int)$parts[1];
|
|
}
|
|
|
|
return array($min_age, $max_age);
|
|
}
|
|
|
|
|
|
//this funciton for send mail to insurer and client with either RFQ/QCR
|
|
public function sendMailWithAttachement()
|
|
{
|
|
helper('excel_util_helper');
|
|
helper('MailHelper');
|
|
helper('ExcelMergeHelper');
|
|
$params = $this->request->getPost();
|
|
|
|
// print_r($params); die;
|
|
|
|
$lead_id = $params['lead_id'];
|
|
$file_type = $params['file_type']; //rfq or qcr
|
|
$recipient_type = $params['recipient_type']; //insurer or client or internal or placement
|
|
$recipient_mail = $params['recipient_mail']; // - only primary key of contacts
|
|
$recipient_mail = json_decode($params['recipient_mail'], true); // - only primary key of contacts
|
|
$propsal_and_insurer = isset($params['proposal_insurer']) ? $params['proposal_insurer'] : null;
|
|
$mail_content = $params['mail_content'];
|
|
$mail_subject = $params['subject'];
|
|
|
|
$result_data = [];
|
|
// dd($recipient_mail);
|
|
if ($recipient_type == 'insurer' && (!is_array($recipient_mail) || count($recipient_mail) == 0)) {
|
|
return $this->respond(['status' => 'failed', 'code' => 400, 'data' => '', 'messgae' => 'Recipient mail not found ! '], 200);
|
|
}
|
|
// dd();
|
|
//gather lead info
|
|
$lead_data = $this->leadsModel
|
|
->select('leads.*,policy_type.long_name,policy_type.policy_type,user_profiles.email as created_person_email')
|
|
->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
|
|
->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
|
|
->where('leads.id', $lead_id)
|
|
->first();
|
|
|
|
// print_r($lead_data ); die;
|
|
|
|
$cc_mails = [];
|
|
$bcc_mails = [];
|
|
|
|
//get CC Mails
|
|
if ($recipient_type == 'internal' || $recipient_type == 'placement' || $recipient_type == 'insurer' || $recipient_type == 'client') {
|
|
|
|
$cc_data = isset($params['cc']) ? $params['cc'] : "";
|
|
$param_cc_mail = json_decode($cc_data, true);
|
|
|
|
if (isset($param_cc_mail) && is_array($param_cc_mail) && count($param_cc_mail) > 0) {
|
|
// Fetch user data where ID is in the param_cc_mail array
|
|
$userData = $this->userModel
|
|
->where('is_active', 1)
|
|
->whereIn('id', $param_cc_mail)
|
|
->findAll();
|
|
|
|
// print_r($userData); die;
|
|
|
|
// Extract emails from the fetched user data
|
|
$cc_mails = array_column($userData, 'email');
|
|
|
|
// print_r(json_encode($cc_mails)); die;
|
|
|
|
// If no emails were found, return an error response
|
|
// if (empty($cc_mails)) {
|
|
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'No valid CC mail addresses found!'], 200);
|
|
// }
|
|
|
|
} else {
|
|
// Handle case where param_cc_mail is not valid
|
|
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'CC mail not found!'], 200);
|
|
}
|
|
}
|
|
|
|
//get BCC Mails
|
|
if ($recipient_type == 'insurer' || $recipient_type == 'client') {
|
|
|
|
$bcc_data = isset($params['bcc']) ? $params['bcc'] : "";
|
|
$param_bcc_mail = json_decode($bcc_data, true);
|
|
|
|
if (isset($param_bcc_mail) && is_array($param_bcc_mail) && count($param_bcc_mail) > 0) {
|
|
// Fetch user data where ID is in the param_cc_mail array
|
|
$userData = $this->userModel
|
|
->where('is_active', 1)
|
|
->whereIn('id', $param_bcc_mail)
|
|
->findAll();
|
|
|
|
// print_r($userData); die;
|
|
|
|
// Extract emails from the fetched user data
|
|
$bcc_mails = array_column($userData, 'email');
|
|
|
|
// print_r(json_encode($cc_mails)); die;
|
|
|
|
// If no emails were found, return an error response
|
|
// if (empty($cc_mails)) {
|
|
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'No valid CC mail addresses found!'], 200);
|
|
// }
|
|
|
|
} else {
|
|
// Handle case where param_cc_mail is not valid
|
|
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'CC mail not found!'], 200);
|
|
}
|
|
}
|
|
|
|
if ($recipient_type == 'client' && ($lead_data['contact_person_email'] == '' || $lead_data['contact_person_email'] == null)) {
|
|
return $this->respond(['status' => 'failed', 'code' => 400, 'data' => '', 'messgae' => 'Recipient mail not found ! '], 200);
|
|
}
|
|
|
|
// dd($lead_data);
|
|
$reply_to = $lead_data['created_person_email'];
|
|
|
|
//get file path to attach
|
|
$file_info = $this->constructExcelToSaveTemp($lead_id, ($file_type == 'rfq' ? 1 : 2), $propsal_and_insurer);
|
|
if ($lead_data['file_name'] != null && $lead_data['file_name'] != '') {
|
|
$temp_file_path = $file_info['filePath'];
|
|
$temp_file_name = $file_info['fileName'];
|
|
$lead_file_path = WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'];
|
|
if ($lead_file_path) {
|
|
$filePaths = [
|
|
['file_path' => $temp_file_path, 'sheets' => []],
|
|
['file_path' => $lead_file_path, 'sheets' => []]
|
|
];
|
|
$outputPath = dirname($temp_file_path) . '/' . 'merged_' . $temp_file_name;
|
|
$result = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
|
|
// print_rr($result);
|
|
}
|
|
}
|
|
// print_rr($lead_data);
|
|
// print_rr($file_info);
|
|
// $file_path = WRITEPATH."uploads/excel/sample/correction.xls";
|
|
// $file_name = $file_type.'.xlsx';
|
|
// !dd($file_info);
|
|
|
|
$file_path = $result;
|
|
$file_name = basename($result);
|
|
$attachments = [['fileName' => $file_name, 'filePath' => $file_path]];
|
|
|
|
//get recipient address
|
|
if ($recipient_type == 'insurer' || $recipient_type == 'placement') {
|
|
|
|
// print_r($recipient_mail); die;
|
|
|
|
$recipient_data = $this->levelContactModel
|
|
->where(['contact_type' => 'insurer', 'is_active' => 1])
|
|
->whereIn('id', $recipient_mail)
|
|
->findAll();
|
|
|
|
// print_r($recipient_data); die;
|
|
|
|
} else if ($recipient_type == 'client') {
|
|
$recipient_data = [['name' => $lead_data['contact_person_name'], 'email' => $lead_data['contact_person_email']]];
|
|
} else {
|
|
$recipient_data = [['name' => "Team", 'email' => $params['to']]];
|
|
}
|
|
// print_r($recipient_data); die;
|
|
|
|
$subject = $file_type == 'rfq' ? 'Request for Quotation from ' . $lead_data['client_name'] . ' for ' . $lead_data['policy_type'] : 'Quotation Comparison Report for ' . $lead_data['policy_type'];
|
|
$original_message = '<div style="width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9;font-family:Arial,sans-serif;color:#333;line-height:1.6"><div style=background-color:#4a90e2;color:#fff;padding:15px;text-align:center><h1 style=margin:0;font-size:24px>Request for Quotation (RFQ)</h1></div><div style=padding:20px;background-color:#fff><h2 style=color:#4a90e2;font-size:20px;margin-top:0>Dear {{RECIPIENT_NAME}},</h2><p>We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.<h2 style=color:#4a90e2;font-size:20px;margin-top:20px>RFQ Details</h2><table style=width:100%;border-collapse:collapse;margin-top:20px><tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Client name<td style="border:1px solid #ddd;padding:10px;text-align:left">{{CLIENT_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Coverage Type<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_LONG_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Start Date<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_START_DATE}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Duration<td style="border:1px solid #ddd;padding:10px;text-align:left">{{DURATION}}</table><div style="margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic">Please note: Additional terms and details are included in the attachment for your reference.</div><p>Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.<p>Best regards,<p><strong>Nhance India Pvt Ltd</strong><br></div><div style=margin-top:20px;font-size:12px;color:#777;text-align:center><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
|
|
|
|
//for mail content
|
|
if(!empty($mail_content)){
|
|
$original_message = $mail_content;
|
|
}
|
|
|
|
//for mail subject
|
|
if(!empty($mail_subject)){
|
|
$subject = $mail_subject;
|
|
}
|
|
|
|
// print_r($subject); die;
|
|
|
|
if ($recipient_data) {
|
|
foreach ($recipient_data as $recipient) {
|
|
|
|
$message = $original_message;
|
|
$message = str_replace("{{RECIPIENT_NAME}}", $recipient['name'], $message);
|
|
$message = str_replace("{{CLIENT_NAME}}", $lead_data['client_name'], $message);
|
|
$message = str_replace("{{POLICY_LONG_NAME}}", $lead_data['long_name'], $message);
|
|
$message = str_replace("{{POLICY_START_DATE}}", change_date_format($lead_data['policy_start_date'], 'Y-m-d', 'd-m-Y'), $message);
|
|
$message = str_replace("{{DURATION}}", calculate_days_bw_dates($lead_data['policy_end_date'] ?? "", $lead_data['policy_start_date'] ?? "")->days, $message) ?? '--';
|
|
|
|
// print_rr($message);calculate_days_bw_dates
|
|
|
|
$res = MailHelper::send_email(['mail' => $recipient['email'], 'cc' => $cc_mails, 'subject' => $subject, 'message' => $message, 'attachments' => $attachments, 'reply_to' => $reply_to, 'bcc' => $bcc_mails]);
|
|
// !dd($res);
|
|
$result_data[] = ['mail' => $recipient['email'], 'status' => $res];
|
|
}
|
|
}
|
|
|
|
if ($recipient_type == 'placement') {
|
|
|
|
list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
|
|
|
|
$lead_update_data = [
|
|
'proposel_name' => $proposal_key,
|
|
'insurer_name' => $insurer_key,
|
|
'insurer' => $params['insurer_and_branch'],
|
|
];
|
|
|
|
$data = [
|
|
'proposel_data' => json_encode($lead_update_data),
|
|
'status' => 'won',
|
|
'placement_date' => change_date_format($params['placement_date'], 'd/m/Y', 'Y-m-d'),
|
|
'utr_no' => $params['utr_no'],
|
|
'premium_amount' => $params['premium_amount'],
|
|
'total_amount' => $params['total_amount'],
|
|
'cd_amount' => $params['cd_amount'],
|
|
];
|
|
|
|
$this->leadsModel->where('id', $lead_id)->set($data)->update();
|
|
}
|
|
|
|
//delete attachment file
|
|
unlink($file_path);
|
|
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result_data], 200);
|
|
}
|
|
|
|
public function getLevelContects()
|
|
{
|
|
|
|
$data = $this->levelContactModel->getContactForRFQ();
|
|
|
|
if ($data) {
|
|
return $this->respond(['status' => true, 'data' => $data], 200);
|
|
} else {
|
|
return $this->respond(['status' => false], 200);
|
|
}
|
|
}
|
|
|
|
public function getInsurerBranchContacts($insurer_and_branch_id)
|
|
{
|
|
if (strpos($insurer_and_branch_id, '-') === false) {
|
|
return $this->respond(['status' => false, 'message' => 'Invalid ID format'], 400);
|
|
}
|
|
|
|
// Split the insurer_and_branch_id
|
|
list($insurerBranchId, $insurerId) = explode('-', $insurer_and_branch_id);
|
|
|
|
$data = $this->levelContactModel->getContactForRFQ($insurerId, $insurerBranchId);
|
|
|
|
if (!empty($data)) {
|
|
return $this->respond(['status' => true, 'data' => $data], 200);
|
|
} else {
|
|
return $this->respond(['status' => false, 'data' => $data, 'message' => 'No contacts were found for the selected insurer.'], 200);
|
|
}
|
|
}
|
|
|
|
public function transformProposelData($data, $proposel, $insurer){
|
|
|
|
// print_r($data['premium_data']['data']); die;
|
|
|
|
$headerData = [];
|
|
|
|
// Default headers: S. No and Particulars
|
|
$defaultHeaders = [
|
|
[
|
|
'parentHeader' => 'Sno',
|
|
'subHeaders' => ['-']
|
|
],
|
|
[
|
|
'parentHeader' => 'Particulars',
|
|
'subHeaders' => ['-']
|
|
]
|
|
];
|
|
|
|
// Add default headers to the result
|
|
$headerData = array_merge($headerData, $defaultHeaders);
|
|
|
|
foreach ($data['table_data']['headers'] as $header) {
|
|
// Check if the parentHeader matches the target proposal
|
|
if ($header['parentHeader'] === $proposel) {
|
|
// Check if subHeaders contain the target insurer key
|
|
foreach ($header['subHeaders'] as $subHeader) {
|
|
if ($subHeader === $insurer) {
|
|
$headerData[] = [
|
|
'parentHeader' => $header['parentHeader'],
|
|
'subHeaders' => [
|
|
'Quote Asked', // Default value
|
|
$subHeader // Matched insurer key
|
|
]
|
|
];
|
|
break;
|
|
}
|
|
}
|
|
}
|
|
}
|
|
|
|
$columnData = [];
|
|
|
|
foreach ($data['table_data']['data'] as $entry) {
|
|
|
|
$sno = $entry['SNO'];
|
|
$items = $entry['items'];
|
|
$dataEntry = $entry['data'];
|
|
|
|
$result = [
|
|
"SNO" => $sno,
|
|
"items" => $items,
|
|
"data" => []
|
|
];
|
|
|
|
foreach ($dataEntry as $item) {
|
|
|
|
// Include Sno and Particulars by default
|
|
if (in_array($item['parentth'], ['Sno', 'Particulars'])) {
|
|
$result['data'][] = [
|
|
"parentth" => $item['parentth'],
|
|
"subth" => $item['subth'],
|
|
"value" => $item['value'],
|
|
"input_value" => $item['input_value']
|
|
];
|
|
}
|
|
|
|
// Include Proposal with Quote Asked by default
|
|
if ($item['parentth'] === $proposel && $item['subth'] === "Quote Asked") {
|
|
$result['data'][] = [
|
|
"parentth" => $item['parentth'],
|
|
"subth" => $item['subth'],
|
|
"value" => $item['value'],
|
|
"input_value" => $item['input_value']
|
|
];
|
|
}
|
|
|
|
// Example of including matching specific proposals and insurers
|
|
if ($item['parentth'] === $proposel && $item['subth'] === $insurer) {
|
|
$result['data'][] = [
|
|
"parentth" => $item['parentth'],
|
|
"subth" => $item['subth'],
|
|
"value" => $item['value'],
|
|
"input_value" => $item['input_value']
|
|
];
|
|
}
|
|
}
|
|
|
|
// Add to the final result
|
|
$columnData[] = $result;
|
|
}
|
|
|
|
$premiumData = [];
|
|
|
|
foreach ($data['premium_data']['data'] as $key => $value) {
|
|
if ($key === $proposel) {
|
|
$premiumData[$key]['Quote Asked'] = $value['Quote Asked'];
|
|
$premiumData[$key][$insurer] = $value[$insurer];
|
|
}
|
|
}
|
|
|
|
$data['table_data']['headers'] = $headerData;
|
|
$data['table_data']['data'] = $columnData;
|
|
$data['premium_data']['data'] = $premiumData;
|
|
|
|
return $data;
|
|
}
|
|
|
|
public function convertJsonForQCR($json, $type)
|
|
{
|
|
if ($json) {
|
|
|
|
// Deep copy of JSON
|
|
$first_json = json_decode(json_encode($json), true);
|
|
// dd($first_json);
|
|
|
|
if($type == 2){
|
|
|
|
// Column-wise Check: Remove headers and relevant data if qcr == 0
|
|
foreach ($json['proposal_data']['over_all_column_data'] as $proposalKey => $proposalData) {
|
|
|
|
if (($proposalData['qcr'] == 0 || $proposalData['qcr'] === false) || ($proposalData['stc'] == 0 || $proposalData['stc'] === false)) {
|
|
|
|
// Remove matching parentHeader in headers
|
|
foreach ($first_json['table_data']['headers'] as $index => $header) {
|
|
if ($header['parentHeader'] === $proposalKey) {
|
|
unset($first_json['table_data']['headers'][$index]);
|
|
}
|
|
}
|
|
|
|
// Remove data entries with matching parentth
|
|
foreach ($first_json['table_data']['data'] as &$item) {
|
|
$item['data'] = array_values(array_filter($item['data'], function ($entry) use ($proposalKey) {
|
|
return $entry['parentth'] !== $proposalKey;
|
|
}));
|
|
}
|
|
|
|
// Remove proposalKey from over_all_column_data
|
|
unset($first_json['proposal_data']['over_all_column_data'][$proposalKey]);
|
|
|
|
if($type == 2){
|
|
// Remove proposalKey from premium_data
|
|
unset($first_json['premium_data']['data'][$proposalKey]);
|
|
}
|
|
}
|
|
|
|
// Insurer Check: Remove subHeaders and relevant data for insurers with qcr == 0
|
|
foreach ($proposalData['insurers'] as $insurerIndex => $insurer) {
|
|
if (($insurer['qcr'] === 0 || $insurer['qcr'] === false) || ($insurer['stc'] === 0 || $insurer['stc'] === false) ) {
|
|
foreach ($first_json['table_data']['headers'] as &$header) {
|
|
if (isset($header['subHeaders'])) {
|
|
$header['subHeaders'] = array_values(array_filter($header['subHeaders'], function ($sub) use ($insurer) {
|
|
return $sub !== $insurer['display_name'];
|
|
}));
|
|
}
|
|
}
|
|
|
|
|
|
foreach ($first_json['table_data']['data'] as &$item) {
|
|
$item['data'] = array_values(array_filter($item['data'], function ($entry) use ($insurer) {
|
|
return $entry['subth'] !== $insurer['display_name'];
|
|
}));
|
|
}
|
|
|
|
// Remove insurer from proposal's insurers array
|
|
unset($first_json['proposal_data']['over_all_column_data'][$proposalKey]['insurers'][$insurerIndex]);
|
|
|
|
if($type == 2){
|
|
unset($first_json['premium_data']['data'][$proposalKey][$insurer['display_name']]);
|
|
}
|
|
}
|
|
}
|
|
}
|
|
|
|
// Row-wise Check: Remove rows if qcr == 0 for actions
|
|
foreach ($first_json['table_data']['data'] as $rowKey => $rowData) {
|
|
foreach ($rowData['data'] as $data) {
|
|
if ($data['parentth'] === "Action" && (isset($data['input_value']['qcr']) && $data['input_value']['qcr'] == 0) || (isset($data['input_value']['stc']) && $data['input_value']['stc'] == 0)) {
|
|
unset($first_json['table_data']['data'][$rowKey]);
|
|
break;
|
|
}
|
|
}
|
|
}
|
|
|
|
// Reindex arrays to maintain proper structure
|
|
$first_json['table_data']['headers'] = array_values($first_json['table_data']['headers']);
|
|
$first_json['table_data']['data'] = array_values($first_json['table_data']['data']);
|
|
$first_json['proposal_data']['over_all_column_data'] = array_map(function ($proposal) {
|
|
$proposal['insurers'] = array_values($proposal['insurers']);
|
|
return $proposal;
|
|
}, $first_json['proposal_data']['over_all_column_data']);
|
|
|
|
}else{
|
|
|
|
//remove insurer as Subheaders for RFQ
|
|
foreach ($first_json['table_data']['headers'] as &$header) {
|
|
$header['subHeaders'] = array_filter($header['subHeaders'], function ($subHeader) {
|
|
return in_array($subHeader, ['Quote Asked', '-']);
|
|
});
|
|
}
|
|
|
|
//Remove insurer Row wise data for RFQ
|
|
foreach ($first_json['table_data']['data'] as &$row) {
|
|
|
|
// Filter the inner data array
|
|
$row['data'] = array_filter(
|
|
$row['data'],
|
|
function ($item) {
|
|
return in_array($item['subth'], ['Quote Asked', '-']);
|
|
}
|
|
);
|
|
|
|
$row['data'] = array_values($row['data']);
|
|
}
|
|
|
|
// Ensure to unset the reference after the loop
|
|
unset($row);
|
|
|
|
|
|
// Remove insurers from Proposal Data key for RFQ
|
|
foreach ($first_json['proposal_data']['over_all_column_data'] as $key => &$proposal) {
|
|
if (isset($proposal['insurers'])) {
|
|
// Set the insurers array to empty
|
|
$proposal['insurers'] = [];
|
|
}
|
|
}
|
|
|
|
// Ensure to reset the reference
|
|
unset($proposal);
|
|
|
|
}
|
|
|
|
return $first_json;
|
|
}
|
|
|
|
return null;
|
|
}
|
|
|
|
//----- Featch Lead data and insert Client -------------------------------------------------------------------------------------------
|
|
|
|
|
|
public function featchLeadDataAndInsertClient($lead_id)
|
|
{
|
|
$data = $this->leadsModel->where('leads.id', $lead_id)->where('leads.is_active', 1)->first();
|
|
|
|
if (!$data) {
|
|
return $this->respond(['status' => false, 'message' => 'Failed to create Client', 'data' => null], 200);
|
|
}
|
|
|
|
$result = $this->createClientWithLeadData($data);
|
|
|
|
if ($result) {
|
|
|
|
$policy_data = $this->clientPolicyModel->where('client_id', $result)->where('is_active', 1)->first();
|
|
return $this->respond(['status' => true, 'message' => 'New Client created successfully', 'client_id' => $result, 'data' => $data, 'client_policy_id' => $policy_data['id']], 200);
|
|
}
|
|
|
|
return $this->respond(['status' => false, 'message' => 'Failed to create client', 'data' => $data], 200);
|
|
}
|
|
|
|
public function createClientWithLeadData($data)
|
|
{
|
|
$client_data = $this->prepareClientData($data);
|
|
$client_id = $this->clientModel->insert($client_data);
|
|
|
|
if ($client_id) {
|
|
$this->createClientBranchAndContactWithLeadData($data, $client_id);
|
|
$this->leadsModel->where('id', $data['id'])->set('is_client_created', $client_id)->update();
|
|
}
|
|
|
|
return $client_id;
|
|
}
|
|
|
|
private function prepareClientData($data)
|
|
{
|
|
return [
|
|
'client_type' => $data['client_type'],
|
|
'entity_type_id' => $data['entity_type_id'],
|
|
'client_code' => $data['client_code'],
|
|
'client_name' => $data['client_name'],
|
|
'short_name' => $data['client_short_name'],
|
|
'pan' => $data['pan'],
|
|
];
|
|
}
|
|
|
|
public function createClientBranchAndContactWithLeadData($data, $client_id)
|
|
{
|
|
$branch_data = $this->prepareClientBranchData($data, $client_id);
|
|
$branch_id = $this->clientBranchModel->insert($branch_data);
|
|
|
|
if ($branch_id) {
|
|
$this->leadsModel->where('id', $data['id'])->set('is_client_created', $client_id)->update();
|
|
$contact_data = $this->prepareContactData($data, $branch_id);
|
|
$this->levelContactModel->insert($contact_data);
|
|
|
|
$this->createClientPolicyWithLeadData($data, $client_id, $branch_id);
|
|
}
|
|
|
|
return $branch_id;
|
|
}
|
|
|
|
private function prepareClientBranchData($data, $client_id)
|
|
{
|
|
$default_unit = trim(($data['client_short_name'] ?? '') . '-' . ($data['branch_code'] ?? ''), '-');
|
|
|
|
return [
|
|
'client_id' => $client_id,
|
|
'branch_name' => $data['branch_name'],
|
|
'branch_code' => $data['branch_code'],
|
|
'gst' => $data['gst'],
|
|
'units' => json_encode([$default_unit]),
|
|
];
|
|
}
|
|
|
|
private function prepareContactData($data, $branch_id)
|
|
{
|
|
return [
|
|
'name' => $data['contact_person_name'],
|
|
'mobile' => $data['contact_person_mobile'],
|
|
'email' => $data['contact_person_email'],
|
|
'contact_type' => 'client',
|
|
'ref_id' => $branch_id,
|
|
];
|
|
}
|
|
|
|
public function createClientPolicyWithLeadData($data, $client_id, $branch_id)
|
|
{
|
|
$client_policy_data = $this->prepareClientPolicyData($data, $client_id, $branch_id);
|
|
$client_policy_id = $this->clientPolicyModel->insert($client_policy_data);
|
|
|
|
|
|
if ($client_policy_id) {
|
|
$this->leadsModel->where('id', $data['id'])->set('is_client_created', $client_id)->update();
|
|
}
|
|
|
|
return $client_policy_id;
|
|
}
|
|
|
|
private function prepareClientPolicyData($data, $client_id, $branch_id)
|
|
{
|
|
$proposel_data = json_decode($data['proposel_data'], true);
|
|
// print_r($proposel_data); die;
|
|
list($insurer_branch_id, $insurer_id) = explode('-', $proposel_data['insurer'], 2);
|
|
|
|
$client_policy_data = [
|
|
'client_id' => $client_id,
|
|
'client_branch_id' => $branch_id,
|
|
'policy_type_id' => $data['policy_type_id'],
|
|
'insurer_id' => $insurer_id,
|
|
'insurer_branch_id' => $insurer_branch_id,
|
|
'tpa_id' => $data['tpa_id'],
|
|
'tpa_branch_id' => $data['tpa_branch_id'],
|
|
'policy_start_date' => $data['policy_start_date'],
|
|
'policy_end_date' => $data['policy_end_date'],
|
|
'policy_status' => 1,
|
|
];
|
|
|
|
$terms = $this->preparePolicyTermsFromRFQ($data);
|
|
|
|
$policy_type_id = $data['policy_type_id'];
|
|
if (in_array($policy_type_id, [1, 2, 6, 7])) {
|
|
$client_policy_data['is_addon'] = 1; // Base Policy
|
|
} elseif (in_array($policy_type_id, [4, 5])) {
|
|
$client_policy_data['is_addon'] = 2; // SI TOPUP
|
|
} elseif ($policy_type_id == 3) {
|
|
// if ($base_policy) {
|
|
// $data['is_addon'] = 3; // Dependent Addon
|
|
// } else {
|
|
$data['is_addon'] = 1;
|
|
// }
|
|
}
|
|
|
|
$client_policy_data['policy_terms'] = $this->preparePolicyTermsFromRFQ($data);
|
|
|
|
// print_r($client_policy_data); die;
|
|
|
|
return $client_policy_data;
|
|
}
|
|
|
|
private function preparePolicyTermsFromRFQ($data)
|
|
{
|
|
$proposel_data = json_decode($data['proposel_data'], true);
|
|
|
|
$QCRData = $this->RFQModel->where('is_active', 1)->where('type', 2)->where('lead_id', $data['id'])->first();
|
|
|
|
$JSON = json_decode($QCRData['json'], true);
|
|
|
|
$converted_json = $this->transformProposelData($JSON, $proposel_data['proposel_name'], $proposel_data['insurer_name']);
|
|
|
|
return $this->convertQCRJsonToPolicyTerms($converted_json, $data['policy_type_id'], $proposel_data['proposel_name'], $proposel_data['insurer_name']);
|
|
}
|
|
|
|
private function convertQCRJsonToPolicyTerms($data, $policy_type, $proposel_name, $insurer_name)
|
|
{
|
|
$GMC_Keys = [
|
|
"sum_insured",
|
|
"family_floater",
|
|
"family_floaters",
|
|
"age_ratio",
|
|
"waiverofpreexistingdiseases",
|
|
"maternitycoverage",
|
|
"twindelivery",
|
|
"preandpostnatal",
|
|
"babyday1cover",
|
|
"9monthwaitingperiodwaived",
|
|
"coverfromthedateofjoining",
|
|
"waiverof1,2,3&4thyearexclusions",
|
|
"waiverof30dayswaitingperiod",
|
|
"prehospitalizationcover",
|
|
"congenitaldiseasesinternal",
|
|
"copayzonewisecopay",
|
|
"bioabsorbablestenttoriclensmultifocallens",
|
|
"roomrentlimit",
|
|
"proportionatedeductionclause",
|
|
"ailmentcapping",
|
|
"ambulancecharges",
|
|
"airambulance",
|
|
"familytransportationbenefit",
|
|
"reasonableandcustomarycharges",
|
|
"ayudhtreatmentcover",
|
|
"congenitaldiseasesexternal",
|
|
"optionalparentalcopay",
|
|
"posthospitalizationcover",
|
|
"corporatebuffer",
|
|
"sublimitofcorporatebuffer",
|
|
"ayushTreatmentCoverData",
|
|
"armdcovered",
|
|
"suminsuredenhancement",
|
|
"automaticsuminsuredreinstatement",
|
|
"additionalsicknessbenefit",
|
|
"lasiksurgery",
|
|
"midterminclusion",
|
|
"capd",
|
|
"organdonorexpenses",
|
|
"moderntreatmentsasperirdai",
|
|
"Wellness",
|
|
"days_of_discharge",
|
|
"days_from_dod",
|
|
"special_condition_label",
|
|
"special_condition_input",
|
|
"multiple_sum_insured",
|
|
"cataract",
|
|
"cataractData"
|
|
];
|
|
|
|
$GPA_Keys = [
|
|
"sumInsured2",
|
|
"totalSumInsured",
|
|
"age_ratio",
|
|
"accidentalDeathBenefit",
|
|
"permanentTotalDisablement",
|
|
"permanentPartialDisablement",
|
|
"temporaryTotalDisablementBenefit",
|
|
"accidentalHospitalizationExpenses",
|
|
"childrenEducationWelfareFund",
|
|
"compassionateVisitExpenses",
|
|
"compassionateVisitExpensesData",
|
|
"brokenBoneExpenses",
|
|
"brokenBoneExpensesData",
|
|
"ambulanceCharges",
|
|
"ambulanceChargesData",
|
|
"burnExpenses",
|
|
"burnExpensesData",
|
|
"carriageOfDeadBody",
|
|
"carriageOfDeadBodyData",
|
|
"animalSnakeInsectBite",
|
|
"terrorism",
|
|
"worldwideCover",
|
|
"gpa_special_condition_label",
|
|
"gpa_special_condition_input",
|
|
"multiple_sum_insured"
|
|
];
|
|
|
|
// Select keys based on policy type
|
|
$termsKey = $policy_type == 1 ? $GPA_Keys : $GMC_Keys;
|
|
|
|
// Initialize terms_array with default empty values
|
|
$terms_array = array_fill_keys($termsKey, "");
|
|
$specialKeys = ['special_condition_label', 'special_condition_input', 'gpa_special_condition_label', 'gpa_special_condition_input', 'multiple_sum_insured'];
|
|
foreach ($specialKeys as $key) {
|
|
$terms_array[$key] = [];
|
|
}
|
|
|
|
// Initialize age_ratio based on policy type
|
|
$terms_array['age_ratio'] = $policy_type == 2 ? [
|
|
"self" => ["min" => "18", "max" => "60"],
|
|
"spouse" => ["min" => 0, "max" => 0],
|
|
"child" => ["min" => 0, "max" => "25"],
|
|
"elders" => ["min" => 0, "max" => 0],
|
|
] : ["self" => ["min" => "18", "max" => "60"]];
|
|
|
|
foreach ($data['table_data']['data'] as $dataRow) {
|
|
|
|
$item = $dataRow['items'] ?? '';
|
|
|
|
foreach ($dataRow['data'] as $cellData) {
|
|
$parentth = $cellData['parentth'] ?? '';
|
|
$subth = $cellData['subth'] ?? '';
|
|
$input_value = $cellData['input_value'] ?? '';
|
|
$value = $cellData['value'] ?? '';
|
|
|
|
// Skip unwanted keys
|
|
if (
|
|
in_array($parentth, ['Sno', 'Item Key', 'Particulars', 'Action']) ||
|
|
in_array($subth, ['Quote Asked'])
|
|
) {
|
|
continue;
|
|
}
|
|
|
|
// Handle special conditions
|
|
if (str_starts_with($item, "special_condition") && $parentth === $proposel_name && $subth === $insurer_name) {
|
|
|
|
$parts = explode("-", $input_value);
|
|
$question = $parts[0] ?? '';
|
|
$answer = $parts[1] ?? '';
|
|
$labelKey = $policy_type == 1 ? 'gpa_special_condition_label' : 'special_condition_label';
|
|
$inputKey = $policy_type == 1 ? 'gpa_special_condition_input' : 'special_condition_input';
|
|
|
|
$terms_array[$labelKey][] = $question;
|
|
$terms_array[$inputKey][] = $answer;
|
|
continue;
|
|
}
|
|
|
|
// Handle sum insured
|
|
if (in_array($item, ['sum_insured', 'sumInsured2'])) {
|
|
$si_amt = explode(",", $value);
|
|
$terms_array[$item] = $si_amt[0] ?? "";
|
|
$terms_array['multiple_sum_insured'] = array_slice($si_amt, 1);
|
|
continue;
|
|
}
|
|
|
|
// Handle family floaters
|
|
if ($item === 'family_composition') {
|
|
$terms_array['family_floaters'] = isJsonString($input_value) ? json_decode($input_value, true) : $input_value;
|
|
continue;
|
|
}
|
|
|
|
// Decode JSON if valid
|
|
$terms_array[$item] = isJsonString($input_value) ?
|
|
(json_decode($input_value, true)['key'] ?? '') :
|
|
$input_value;
|
|
}
|
|
}
|
|
|
|
return json_encode($terms_array);
|
|
}
|
|
|
|
public function featchClientPolicyFromLead($client_id, $branch_id, $lead_id)
|
|
{
|
|
$data = $this->leadsModel->where('leads.id', $lead_id)->where('leads.is_active', 1)->first();
|
|
|
|
if (!$data) {
|
|
return $this->respond(['status' => false, 'message' => 'Failed to create policy', 'data' => null], 200);
|
|
}
|
|
|
|
$result = $this->createClientPolicyWithLeadData($data, $client_id, $branch_id);
|
|
// print_r($result); die;
|
|
|
|
if ($result) {
|
|
|
|
$policy_data = $this->clientPolicyModel->where('id', $result)->where('is_active', 1)->first();
|
|
return $this->respond(['status' => true, 'message' => 'New Policy created successfully', 'client_policy_id' => $result, 'data' => $data, 'client_id' => $policy_data['client_id']], 200);
|
|
}
|
|
|
|
return $this->respond(['status' => false, 'message' => 'Failed to create policy', 'data' => $data], 200);
|
|
}
|
|
|
|
//------------------------------------------------------------------------------------------------
|
|
|
|
|
|
public function transformMailContent($lead_id)
|
|
{
|
|
helper('excel_util_helper');
|
|
// $params = $this->request->getGet();
|
|
|
|
// print_r($params); die;
|
|
// $lead_id = $params['lead_id'];
|
|
// $file_type = $params['file_type']; //rfq or qcr
|
|
// $recipient_type = $params['recipient_type']; //insurer or client or internal or placement
|
|
// $recipient_mail = $params['recipient_mail']; // - only primary key of contacts
|
|
// $propsal_and_insurer = isset($params['proposal_insurer']) ? $params['proposal_insurer'] : null;
|
|
|
|
// if ($recipient_type == 'insurer' && empty($recipient_mail)) {
|
|
// return $this->respond(['status' => 'failed', 'code' => 400, 'data' => '', 'messgae' => 'Recipient mail not found ! '], 200);
|
|
// }
|
|
|
|
//gather lead info
|
|
$lead_data = $this->leadsModel
|
|
->select('leads.*,policy_type.long_name,policy_type.policy_type,user_profiles.email as created_person_email')
|
|
->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
|
|
->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
|
|
->where('leads.id', $lead_id)
|
|
->first();
|
|
|
|
// dd($lead_data);
|
|
|
|
if($lead_data){
|
|
|
|
$recipient_data = ['name' => "Team"];
|
|
$original_message = '<div style="width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9;font-family:Arial,sans-serif;color:#333;line-height:1.6"><div style=background-color:#4a90e2;color:#fff;padding:15px;text-align:center><h1 style=margin:0;font-size:24px>Request for Quotation (RFQ)</h1></div><div style=padding:20px;background-color:#fff><h2 style=color:#4a90e2;font-size:20px;margin-top:0>Dear {{RECIPIENT_NAME}},</h2><p>We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.<h2 style=color:#4a90e2;font-size:20px;margin-top:20px>RFQ Details</h2><table style=width:100%;border-collapse:collapse;margin-top:20px><tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Client name<td style="border:1px solid #ddd;padding:10px;text-align:left">{{CLIENT_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Coverage Type<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_LONG_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Start Date<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_START_DATE}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Duration<td style="border:1px solid #ddd;padding:10px;text-align:left">{{DURATION}}</table><div style="margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic">Please note: Additional terms and details are included in the attachment for your reference.</div><p>Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.<p>Best regards,<p><strong>Nhance India Pvt Ltd</strong><br></div><div style=margin-top:20px;font-size:12px;color:#777;text-align:center><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
|
|
|
|
$message = $original_message;
|
|
$message = str_replace("{{RECIPIENT_NAME}}", $recipient_data['name'], $message);
|
|
$message = str_replace("{{CLIENT_NAME}}", $lead_data['client_name'], $message);
|
|
$message = str_replace("{{POLICY_LONG_NAME}}", $lead_data['long_name'], $message);
|
|
$message = str_replace("{{POLICY_START_DATE}}", change_date_format($lead_data['policy_start_date'], 'Y-m-d', 'd-m-Y'), $message);
|
|
$message = str_replace("{{DURATION}}", calculate_days_bw_dates($lead_data['policy_end_date'] ?? "", $lead_data['policy_start_date'] ?? "")->days, $message) ?? '--';
|
|
|
|
// return $this->respond(['status' => true, 'code' => 200, 'data' => $message], 200);
|
|
return $message;
|
|
|
|
}else{
|
|
|
|
// return $this->respond(['status' => false, 'code' => 404, 'message' => "This lead has not data"], 200);
|
|
return '';
|
|
}
|
|
|
|
|
|
|
|
}
|
|
}
|