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MERGE_LIVE_BUG_FIXES

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Ubuntu 2026-07-07 08:50:28 +05:30
commit 02ede5d348
22 changed files with 1313 additions and 226 deletions
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3
.gitignore vendored
View File

@ -28,6 +28,9 @@ writable/**/*.sqlite
writable/tmp/*
!writable/tmp/.gitkeep
writable/insurer_claim_form/*
!writable/insurer_claim_form/Claim_Form_IRDAI.pdf
vendor/
build/
composer.lock

2
app/Config/Constants.php
View File

@ -133,3 +133,5 @@ define('UPLOAD_EXT_EXCEL', ['xls', 'xlsx', 'ods', 'csv']);
define('UPLOAD_EXT_MAIL_ATTACHMENTS', ['pdf', 'jpg', 'jpeg', 'png', 'doc', 'docx', 'xls', 'xlsx']);
define('UPLOAD_EXT_NON_EB_RACK_RATE', ['pdf', 'xls', 'xlsx']);
define('UPLOAD_EXT_ASSET_FILES', ['pdf', 'xls', 'xlsx', 'csv']);
define('UPLOAD_EXT_INSURER_CLAIM_FORM', ['pdf', 'doc', 'docx']);
define('INSURER_DEFAULT_CLAIM_FORM_FILE', 'Claim_Form_IRDAI.pdf');

4
app/Config/Routes.php
View File

@ -257,6 +257,7 @@ $routes->group("/master", ["filter" => "authMVC"], function ($routes) {
$routes->get("create", "MasterController::insurerOnboarding");
$routes->post("createpost", "MasterController::createInsurerGeneralInfo");
$routes->post("edit", "MasterController::editInsurerGeneralInfo");
$routes->get("download-claim-form/(:num)", "MasterController::downloadInsurerClaimForm/$1");
$routes->get("list/(:any)", "MasterController::editInsurerOnboarding/$1");
$routes->group("branch", ["filter" => "authMVC"], function ($routes) {
@ -464,6 +465,8 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
$routes->get('insertSampleTpaApiData/(:any)', 'TestingController::insertSampleTpaApiData/$1');
$routes->get('listEmployeeCountByClientPolicy', 'TestingController::listEmployeeCountByClientPolicy');
$routes->get('testMediAssistWellness','TestingController::testMediAssistWellness');
$routes->match(['get', 'post'], 'decryptVisitSso', 'ApiServiceController::decryptVisitSso'); // disabled for now do not remove this
$routes->get("getInsurerClaimFormDownloadUrl", "EmployeeRestController::getInsurerClaimFormDownloadUrl");
$routes->group('claims-collection-v2', static function ($routes) {
$routes->get('preview', 'ClaimsCollectionV2DashboardController::preview');
@ -750,6 +753,7 @@ $routes->group("employeeRest", ["filter" => ['GlobalPostFileUploadGuard', 'ratel
$routes->get("cdTransactionData", "EmployeeRestController::cdTransactionData");
$routes->match( ['get', 'post'], 'claimsSearch','EmployeeRestController::claimsSearch');
$routes->get("claimView", "EmployeeRestController::claimView");
$routes->get("getInsurerClaimFormDownloadUrl", "EmployeeRestController::getInsurerClaimFormDownloadUrl");
$routes->get("exportCashDepositData", "EmployeeRestController::exportCashDepositData");
$routes->get("hrFileList", "EmployeeRestController::hrFileList");
$routes->get("hrFileUploadMasters", "EmployeeRestController::hrFileUploadMasters");

80
app/Controllers/ApiServiceController.php
View File

@ -580,6 +580,86 @@ class ApiServiceController extends BaseController
}
}
/**
* Decrypt Visit SSO userParams (reverse of Visit encryption in getWellnessUrl).
* Accepts encrypted string or full SSO URL via POST/GET as userParams or encrypted_sso.
*/
public function decryptVisitSso()
{
$encrypted = $this->request->getGet('encrypted_sso');
if (empty($encrypted)) {
return $this->response->setJSON([
'status' => false,
'message' => 'userParams or encrypted_sso is required',
]);
}
$result = $this->decryptVisitSsoParams($encrypted);
if ($result === false) {
return $this->response->setJSON([
'status' => false,
'message' => 'Decryption failed. Check encrypted value and VISIT_SECRET_KEY / VISIT_IV.',
]);
}
return $this->response->setJSON([
'status' => true,
'data' => $result['params'],
'plainText' => $result['plainText'],
]);
}
/**
* Decrypt Visit SSO payload using the same key/IV as getWellnessUrl Visit branch.
*
* @param string $encrypted Base64URL userParams value or full SSO URL containing userParams=
* @return array{plainText: string, params: array}|false
*/
private function decryptVisitSsoParams(string $encrypted)
{
if (strpos($encrypted, 'userParams=') !== false) {
$query = [];
parse_str(parse_url($encrypted, PHP_URL_QUERY) ?? '', $query);
$encrypted = $query['userParams'] ?? '';
}
$encrypted = trim($encrypted);
if ($encrypted === '') {
return false;
}
$base64 = strtr($encrypted, '-_', '+/');
$base64 .= str_repeat('=', (4 - strlen($base64) % 4) % 4);
$cipherRaw = base64_decode($base64, true);
if ($cipherRaw === false) {
return false;
}
$derivedKey = hash('sha256', env('VISIT_SECRET_KEY'), true);
$plainText = openssl_decrypt(
$cipherRaw,
'aes-256-cbc',
$derivedKey,
OPENSSL_RAW_DATA,
env('VISIT_IV')
);
if ($plainText === false) {
return false;
}
$params = [];
parse_str($plainText, $params);
return [
'plainText' => $plainText,
'params' => $params,
];
}
/**
* Manual TPA Claim Push - accepts claim_id via POST and delegates to pushClaims().
* Returns the response from pushClaims() as the API response.

2
app/Controllers/ClientController.php
View File

@ -1037,7 +1037,7 @@ class ClientController extends AdminController
$editData['client_branch'] = $this->clientBranchModel->where(['client_id' => $id, 'is_active' => 1])->findAll();
$editData['client_relation'] = $this->clientRMModel->where(['client_id' => $id, 'is_active' => 1])->findAll();
$editData['client_branch']['role'] = get_role_id();
$editData['lead_data'] = $this->leadsModel->getLeadForInsertClientList(null, $id, 'update');
$editData['lead_data'] = $this->leadsModel->getLeadForInsertClientList([1,3,2], $id, 'update');
$clientPoliceData = $this->clientPolicyModel->getClientPolicyByClientId($id);
foreach ($clientPoliceData as $key => $value) {

192
app/Controllers/EmployeeRestController.php
View File

@ -5941,4 +5941,196 @@ class EmployeeRestController extends AdminController
return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to sent mail.', 'result' => $result], 200);
}
public function getInsurerClaimFormDownloadUrl()
{
$clientPolicyId = trim((string) ($this->request->getGet('client_policy_id') ?? ''));
if ($clientPolicyId === '') {
$errorContext = [
'api' => 'getInsurerClaimFormDownloadUrl',
'error' => 'client_policy_id is required',
'client_policy_id' => null,
'request_uri' => (string) current_url(),
'request_method' => $this->request->getMethod(),
];
log_message('error', '[getInsurerClaimFormDownloadUrl] Missing required parameter | ' . json_encode($errorContext));
$this->myLogger->logme('error', '[getInsurerClaimFormDownloadUrl] Missing required parameter | ' . json_encode($errorContext));
return $this->respond([
'status' => false,
'code' => 400,
'message' => 'client_policy_id is required',
'data' => [],
], 200);
}
if (! ctype_digit($clientPolicyId) || (int) $clientPolicyId <= 0) {
$errorContext = [
'api' => 'getInsurerClaimFormDownloadUrl',
'error' => 'Invalid client_policy_id',
'client_policy_id' => $clientPolicyId,
'request_uri' => (string) current_url(),
];
log_message('error', '[getInsurerClaimFormDownloadUrl] Invalid client_policy_id | ' . json_encode($errorContext));
$this->myLogger->logme('error', '[getInsurerClaimFormDownloadUrl] Invalid client_policy_id | ' . json_encode($errorContext));
return $this->respond([
'status' => false,
'code' => 400,
'message' => 'client_policy_id must be a valid positive number',
'data' => [],
], 200);
}
try {
$clientPolicy = $this->clientPolicyModel
->select('client_policy.id, client_policy.insurer_id, client_policy.policy_no, client_policy.is_active, insurers.id as insurer_pk, insurers.name as insurer_name, insurers.short_name as insurer_short_name, insurers.is_active as insurer_is_active, insurers.insurer_claim_form, insurers.insurer_claim_form_original_name')
->join('insurers', 'insurers.id = client_policy.insurer_id', 'left')
->where('client_policy.id', (int) $clientPolicyId)
->first();
if (empty($clientPolicy)) {
$errorContext = [
'api' => 'getInsurerClaimFormDownloadUrl',
'error' => 'Client policy not found',
'client_policy_id' => (int) $clientPolicyId,
'request_uri' => (string) current_url(),
];
log_message('error', '[getInsurerClaimFormDownloadUrl] Client policy not found | ' . json_encode($errorContext));
$this->myLogger->logme('error', '[getInsurerClaimFormDownloadUrl] Client policy not found | ' . json_encode($errorContext));
return $this->respond([
'status' => false,
'code' => 404,
'message' => 'Client policy not found for the given client_policy_id',
'data' => [],
], 200);
}
if ((int) ($clientPolicy['is_active'] ?? 0) !== 1) {
$errorContext = [
'api' => 'getInsurerClaimFormDownloadUrl',
'error' => 'Client policy is inactive',
'client_policy_id' => (int) $clientPolicyId,
'policy_no' => $clientPolicy['policy_no'] ?? null,
];
log_message('error', '[getInsurerClaimFormDownloadUrl] Inactive client policy | ' . json_encode($errorContext));
$this->myLogger->logme('error', '[getInsurerClaimFormDownloadUrl] Inactive client policy | ' . json_encode($errorContext));
return $this->respond([
'status' => false,
'code' => 404,
'message' => 'Client policy is inactive',
'data' => [],
], 200);
}
if (empty($clientPolicy['insurer_id'])) {
$errorContext = [
'api' => 'getInsurerClaimFormDownloadUrl',
'error' => 'Insurer is not mapped to client policy',
'client_policy_id' => (int) $clientPolicyId,
'policy_no' => $clientPolicy['policy_no'] ?? null,
];
log_message('error', '[getInsurerClaimFormDownloadUrl] Insurer not mapped | ' . json_encode($errorContext));
$this->myLogger->logme('error', '[getInsurerClaimFormDownloadUrl] Insurer not mapped | ' . json_encode($errorContext));
return $this->respond([
'status' => false,
'code' => 404,
'message' => 'Insurer is not mapped to this client policy',
'data' => [],
], 200);
}
if ((int) ($clientPolicy['insurer_is_active'] ?? 0) !== 1) {
$errorContext = [
'api' => 'getInsurerClaimFormDownloadUrl',
'error' => 'Insurer is inactive',
'client_policy_id' => (int) $clientPolicyId,
'insurer_id' => (int) $clientPolicy['insurer_id'],
'insurer_name' => $clientPolicy['insurer_name'] ?? null,
];
log_message('error', '[getInsurerClaimFormDownloadUrl] Inactive insurer | ' . json_encode($errorContext));
$this->myLogger->logme('error', '[getInsurerClaimFormDownloadUrl] Inactive insurer | ' . json_encode($errorContext));
return $this->respond([
'status' => false,
'code' => 404,
'message' => 'Insurer is inactive for this client policy',
'data' => [],
], 200);
}
$insurerData = [
'id' => $clientPolicy['insurer_id'],
'name' => $clientPolicy['insurer_name'] ?? '',
'short_name' => $clientPolicy['insurer_short_name'] ?? '',
'insurer_claim_form' => $clientPolicy['insurer_claim_form'] ?? null,
'insurer_claim_form_original_name'=> $clientPolicy['insurer_claim_form_original_name'] ?? null,
];
$claimFormAvailability = resolve_insurer_claim_form_file($insurerData);
if (empty($claimFormAvailability['available'])) {
$errorContext = [
'api' => 'getInsurerClaimFormDownloadUrl',
'error' => 'Insurer claim form file not found',
'client_policy_id' => (int) $clientPolicyId,
'insurer_id' => (int) $clientPolicy['insurer_id'],
'insurer_name' => $clientPolicy['insurer_name'] ?? null,
'insurer_short_name' => $clientPolicy['insurer_short_name'] ?? null,
'stored_claim_form' => $clientPolicy['insurer_claim_form'] ?? null,
'checked_paths' => $claimFormAvailability['checked_paths'] ?? [],
];
log_message('error', '[getInsurerClaimFormDownloadUrl] Claim form file not found | ' . json_encode($errorContext));
$this->myLogger->logme('error', '[getInsurerClaimFormDownloadUrl] Claim form file not found | ' . json_encode($errorContext));
return $this->respond([
'status' => false,
'code' => 404,
'message' => 'Insurer claim form is not available for this client policy',
'data' => [],
], 200);
}
$downloadUrl = base_url('claim-form-download/' . md5((string) $clientPolicy['insurer_id']));
log_message('info', '[getInsurerClaimFormDownloadUrl] Success | ' . json_encode([
'client_policy_id' => (int) $clientPolicyId,
'insurer_id' => (int) $clientPolicy['insurer_id'],
'file_source' => $claimFormAvailability['source'],
'file_name' => $claimFormAvailability['file_name'],
'download_url' => $downloadUrl,
]));
return $this->respond([
'status' => true,
'code' => 200,
'message' => 'Insurer claim form download URL fetched successfully',
'data' => [
'download_url' => $downloadUrl,
],
], 200);
} catch (\Throwable $th) {
$errorContext = [
'api' => 'getInsurerClaimFormDownloadUrl',
'error' => $th->getMessage(),
'client_policy_id' => $clientPolicyId,
'file' => $th->getFile(),
'line' => $th->getLine(),
'trace' => $th->getTraceAsString(),
];
log_message('error', '[getInsurerClaimFormDownloadUrl] Exception | ' . json_encode($errorContext));
$this->myLogger->logme('error', '[getInsurerClaimFormDownloadUrl] Exception | ' . json_encode($errorContext));
return $this->respond([
'status' => false,
'code' => 500,
'message' => 'Unable to fetch insurer claim form download URL. Please try again later.',
'data' => [],
], 200);
}
}
}

8
app/Controllers/LeadsController.php
View File

@ -4539,6 +4539,14 @@ class LeadsController extends BaseController
return $this->respond(['status' => false, 'message' => 'Failed to create policy', 'data' => null], 200);
}
if (empty($client_id) && ! empty($data['client_id'])) {
$client_id = $data['client_id'];
}
if (empty($branch_id) && ! empty($data['client_branch_id'])) {
$branch_id = $data['client_branch_id'];
}
$result = $this->createClientPolicyWithLeadData($data, $client_id, $branch_id);
// print_r($result); die;

269
app/Controllers/MasterController.php
View File

@ -331,6 +331,13 @@ class MasterController extends AdminController
'ext_in' => 'Allowed file types: jpg, jpeg, png',
]
],
'insurer_claim_form' => [
'rules' => 'if_exist|max_size[insurer_claim_form,5120]|ext_in[insurer_claim_form,pdf,doc,docx]',
'errors' => [
'max_size' => 'Claim form file size should not exceed 5 MB',
'ext_in' => 'Allowed file types: pdf, doc, docx',
]
],
];
// $rules = [
// 'name' => [
@ -368,6 +375,14 @@ class MasterController extends AdminController
$uploadFilePath = ROOTPATH . 'public/uploads/logo/';
$file_name = file_Upload($this->request->getFile('insurer_logo'), $uploadFilePath, UPLOAD_EXT_IMAGES);
$claimFormUploadPath = WRITEPATH . 'insurer_claim_form/';
if (!is_dir($claimFormUploadPath)) {
mkdir($claimFormUploadPath, 0777, true);
}
$insurerShortName = trim((string) ($this->request->getPost('short_name') ?? ''));
$claimFormUpload = file_Upload_random_name($this->request->getFile('insurer_claim_form'), $claimFormUploadPath, UPLOAD_EXT_INSURER_CLAIM_FORM, $insurerShortName);
$data = $this->request->getPost();
$sanitized_post_data = sanitizeInputArrayAdvanced($data);
@ -376,6 +391,10 @@ class MasterController extends AdminController
$sanitized_post_data['is_multi_event'] = (!empty($sanitized_post_data['is_multi_event'])) ? 1 : 0;
$sanitized_post_data['created_by'] = get_session_userid();
$sanitized_post_data['insurer_logo'] = $file_name;
if (!empty($claimFormUpload['stored_name'])) {
$sanitized_post_data['insurer_claim_form'] = $claimFormUpload['stored_name'];
$sanitized_post_data['insurer_claim_form_original_name'] = $claimFormUpload['original_name'];
}
$insert = $this->insurerModel->insert($sanitized_post_data);
@ -573,6 +592,13 @@ class MasterController extends AdminController
'ext_in' => 'Only JPG, JPEG, and PNG files are allowed.',
]
],
'insurer_claim_form' => [
'rules' => 'permit_empty|max_size[insurer_claim_form,5120]|ext_in[insurer_claim_form,pdf,doc,docx]',
'errors' => [
'max_size' => 'Claim form file size should not exceed 5 MB',
'ext_in' => 'Allowed file types: pdf, doc, docx',
]
],
];
if (!$this->validateData($postData, $rules)) {
@ -594,6 +620,18 @@ class MasterController extends AdminController
$uploadFilePath = ROOTPATH . 'public/uploads/logo/';
$file_name = file_Upload($this->request->getFile('insurer_logo'), $uploadFilePath, UPLOAD_EXT_IMAGES);
$claimFormUploadPath = WRITEPATH . 'insurer_claim_form/';
if (!is_dir($claimFormUploadPath)) {
mkdir($claimFormUploadPath, 0777, true);
}
$insurerShortName = trim((string) ($this->request->getPost('short_name') ?? ''));
if ($insurerShortName === '' && !empty($this->request->getPost('PrimaryKey'))) {
$existingInsurerForShortName = $this->insurerModel->find($this->request->getPost('PrimaryKey'));
$insurerShortName = trim((string) ($existingInsurerForShortName['short_name'] ?? ''));
}
$claimFormUpload = file_Upload_random_name($this->request->getFile('insurer_claim_form'), $claimFormUploadPath, UPLOAD_EXT_INSURER_CLAIM_FORM, $insurerShortName);
$data = $this->request->getPost();
$sanitized_post_data = sanitizeInputArrayAdvanced($data);
$id = $sanitized_post_data['PrimaryKey'];
@ -607,6 +645,18 @@ class MasterController extends AdminController
$sanitized_post_data['insurer_logo'] = $file_name;
}
if (!empty($claimFormUpload['stored_name'])) {
$existingInsurer = $this->insurerModel->find($id);
if (!empty($existingInsurer['insurer_claim_form'])) {
$oldClaimFormPath = $claimFormUploadPath . $existingInsurer['insurer_claim_form'];
if (is_file($oldClaimFormPath)) {
unlink($oldClaimFormPath);
}
}
$sanitized_post_data['insurer_claim_form'] = $claimFormUpload['stored_name'];
$sanitized_post_data['insurer_claim_form_original_name'] = $claimFormUpload['original_name'];
}
$update = $this->insurerModel->update($id,$sanitized_post_data);
if($update){
@ -616,6 +666,24 @@ class MasterController extends AdminController
}
}
public function downloadInsurerClaimForm($id = null)
{
$insurer = $this->insurerModel->where(['id' => (int) $id, 'is_active' => 1])->first();
if (empty($insurer)) {
throw \CodeIgniter\Exceptions\PageNotFoundException::forPageNotFound('Claim form file not found');
}
$claimFormFile = resolve_insurer_claim_form_file($insurer);
if (empty($claimFormFile['available']) || empty($claimFormFile['file_path'])) {
throw \CodeIgniter\Exceptions\PageNotFoundException::forPageNotFound('Claim form file not found');
}
return $this->response->download($claimFormFile['file_path'], null)
->setFileName($claimFormFile['file_name']);
}
public function editInsurerGet($id = null)
{
$this->myLogger->logme('error','Edit TPA Onboarding function called');
@ -3084,6 +3152,7 @@ class MasterController extends AdminController
'files' => WRITEPATH . 'uploads/commission/files',
'rules' => WRITEPATH . 'uploads/commission/rules',
'claim_sample_forms' => ROOTPATH . 'public/claim_sample_forms/',
'insurer_claim_form' => WRITEPATH . 'insurer_claim_form/',
'tmp' => ROOTPATH . 'public/tmp/',
'bds_dump_excel' => WRITEPATH . 'uploads/bds_dump_excel/',
'claims_mis' => WRITEPATH . 'uploads/claims_mis/',
@ -3942,204 +4011,10 @@ class MasterController extends AdminController
*/
public function cronCdLowBalanceAlert()
{
log_message('error', 'cronCdLowBalanceAlert: started');
$response = \App\Helpers\CdLowBalanceAlertHelper::runCron();
$statusCode = ($response['status'] ?? false) ? 200 : 500;
try {
$cdMasters = $this->CDMasterModel->getCdMastersWithLowAlertThreshold();
log_message('error', 'cronCdLowBalanceAlert: CD masters with alert threshold count = ' . count($cdMasters));
$lowBalanceAccounts = [];
foreach ($cdMasters as $cdMaster) {
$cdAcPk = (int) ($cdMaster['id'] ?? 0);
$threshold = (float) ($cdMaster['cd_balance_low_alert_amount'] ?? 0);
if ($cdAcPk <= 0 || $threshold <= 0) {
continue;
}
$lastDeposit = $this->clientDepositModel
->select('balance')
->where('cd_ac_pk', $cdAcPk)
->where('is_active', 1)
->orderBy('id', 'DESC')
->first();
if (! empty($lastDeposit)) {
$currentBalance = (float) ($lastDeposit['balance'] ?? 0);
} else {
$currentBalance = (float) ($cdMaster['opening_bal'] ?? 0);
}
if ($currentBalance >= $threshold) {
continue;
}
$lowBalanceAccounts[] = array_merge($cdMaster, [
'current_balance' => $currentBalance,
'alert_amount' => $threshold,
]);
}
if (empty($lowBalanceAccounts)) {
$response = [
'status' => true,
'message' => 'No CD accounts below the configured low-balance alert amount.',
'low_balance_count' => 0,
'account_manager_mails_sent' => 0,
'data' => [],
'errors' => [],
];
log_message('error', 'cronCdLowBalanceAlert: ' . json_encode($response));
return $this->respond($response, 200);
}
$accountManagerMailsSent = 0;
$mailErrors = [];
$data = [];
foreach ($lowBalanceAccounts as $account) {
$result = $this->sendCdLowBalanceAccountManagerAlert($account);
$accountManagerMailsSent += (int) ($result['sent'] ?? 0);
if (! empty($result['errors'])) {
$mailErrors = array_merge($mailErrors, $result['errors']);
}
if (! empty($result['data'])) {
$data = array_merge($data, $result['data']);
}
}
$response = [
'status' => true,
'message' => 'CD low balance alert cron completed.',
'low_balance_count' => count($lowBalanceAccounts),
'account_manager_mails_sent' => $accountManagerMailsSent,
'data' => $data,
'errors' => $mailErrors,
];
log_message('error', 'cronCdLowBalanceAlert: ' . json_encode($response));
return $this->respond($response, 200);
} catch (\Throwable $e) {
$response = [
'status' => false,
'message' => 'CD low balance alert cron failed.',
'low_balance_count' => 0,
'account_manager_mails_sent' => 0,
'data' => [],
'errors' => [$e->getMessage()],
];
log_message('error', 'cronCdLowBalanceAlert Exception: ' . $e->getMessage());
log_message('error', 'cronCdLowBalanceAlert: ' . json_encode($response));
return $this->respond($response, 500);
}
}
private function sendCdLowBalanceAccountManagerAlert(array $account): array
{
$clientId = (int) ($account['client_id'] ?? 0);
$cdAcPk = (int) ($account['id'] ?? 0);
$cdAcNo = (string) ($account['cd_ac_no'] ?? '');
if ($clientId <= 0) {
log_message('error', 'cronCdLowBalanceAlert ACM mail: skipped, invalid client_id for cd_ac_pk=' . $cdAcPk);
return ['sent' => 0, 'errors' => [], 'data' => []];
}
$recipients = $this->getAccountManagerRecipients($clientId);
if (empty($recipients)) {
$error = "Client {$clientId}: No account manager found.";
log_message('error', 'cronCdLowBalanceAlert ACM mail: ' . $error);
return ['sent' => 0, 'errors' => [$error], 'data' => []];
}
$sent = 0;
$errors = [];
$data = [];
$subject = 'CD Low Balance Alert - ' . ($account['client_name'] ?? 'Client');
foreach ($recipients as $recipient) {
$acmEmail = (string) ($recipient['email'] ?? '');
$acmName = (string) ($recipient['name'] ?? 'Account Manager');
$message = $this->buildCdLowBalanceAccountManagerMailContent($account, $acmName);
$mailResponse = MailHelper::send_email([
'mail' => $acmEmail,
'subject' => $subject,
'message' => $message,
'common' => [
'mail_type' => 'account_manager_cd_low_balance_alert',
'client_id' => $clientId,
],
]);
$decoded = is_string($mailResponse) ? json_decode($mailResponse, true) : $mailResponse;
$mailStatus = is_array($decoded) && ($decoded['status'] ?? '') === 'success' ? 'success' : 'failed';
$data[] = [
'client_id' => $clientId,
'cd_ac_pk' => $cdAcPk,
'cd_ac_no' => $cdAcNo,
'acm_name' => $acmName,
'acm_email' => $acmEmail,
'mail_status' => $mailStatus,
];
if ($mailStatus === 'success') {
$sent++;
} else {
$errors[] = "Client {$clientId}: Failed to send alert to {$acmEmail}.";
}
}
return ['sent' => $sent, 'errors' => $errors, 'data' => $data];
}
/**
* @return array<int, array{name: string, email: string}>
*/
private function getAccountManagerRecipients(int $clientId): array
{
$rows = $this->insurerRMModel
->select('user_profiles.first_name, user_profiles.email')
->join('user_profiles', 'user_profiles.id = client_rm.user_id')
->where('client_rm.client_id', $clientId)
->where('client_rm.level', 3)
->where('client_rm.is_active', 1)
->where('user_profiles.is_active', 1)
->findAll();
$recipients = [];
$seenEmails = [];
foreach ($rows as $row) {
$email = strtolower(trim((string) ($row['email'] ?? '')));
if ($email === '' || isset($seenEmails[$email])) {
continue;
}
$seenEmails[$email] = true;
$recipients[] = [
'name' => trim((string) ($row['first_name'] ?? 'Account Manager')) ?: 'Account Manager',
'email' => (string) $row['email'],
];
}
return $recipients;
}
private function buildCdLowBalanceAccountManagerMailContent(array $account, string $recipientName): string
{
return '<p>Dear ' . esc($recipientName) . ',</p>'
. '<p>The CD account balance for <strong>' . esc((string) ($account['client_name'] ?? '')) . '</strong> has fallen below the configured alert threshold.</p>'
. '<table border="1" cellpadding="8" cellspacing="0" style="border-collapse:collapse;">'
. '<tr><td><strong>Insurer</strong></td><td>' . esc((string) ($account['insurer_name'] ?? '')) . '</td></tr>'
. '<tr><td><strong>Insurer Branch</strong></td><td>' . esc((string) ($account['insurer_branch_name'] ?? '')) . '</td></tr>'
. '<tr><td><strong>CD Account No</strong></td><td>' . esc((string) ($account['cd_ac_no'] ?? '')) . '</td></tr>'
. '<tr><td><strong>Current Balance</strong></td><td>' . esc(number_format((float) ($account['current_balance'] ?? 0), 2, '.', '')) . '</td></tr>'
. '<tr><td><strong>Alert Amount</strong></td><td>' . esc(number_format((float) ($account['alert_amount'] ?? 0), 2, '.', '')) . '</td></tr>'
. '</table>'
. '<p>Please review the CD account and take the required action.</p>';
return $this->respond($response, $statusCode);
}

15
app/Controllers/TicketController.php
View File

@ -3412,18 +3412,19 @@ class TicketController extends BaseController
if (!$insurer_data) {
$data['message'] = 'The Physical File Not Found';
echo view('errors/404', $data);
return;
}
$fileName = $insurer_data['short_name'] . '.pdf';
$filePath = ROOTPATH . 'public/claim_sample_forms/' . $fileName;
$claimFormFile = resolve_insurer_claim_form_file($insurer_data);
try {
if (file_exists($filePath)) {
return $this->response->download($filePath, null);
} else {
$data['message'] = 'The Physical File Not Found';
echo view('errors/404', $data);
if (!empty($claimFormFile['available']) && !empty($claimFormFile['file_path'])) {
return $this->response->download($claimFormFile['file_path'], null)
->setFileName($claimFormFile['file_name']);
}
$data['message'] = 'The Physical File Not Found';
echo view('errors/404', $data);
} catch (\Exception $e) {
$this->myLogger->logme('error', $e->getMessage());
return $this->response->setStatusCode(500)->setBody('An error occurred while downloading the file.');

5
app/Database/insurers_add_claim_form_column.sql Normal file
View File

@ -0,0 +1,5 @@
ALTER TABLE insurers
ADD COLUMN insurer_claim_form VARCHAR(255) NULL DEFAULT NULL AFTER insurer_logo;
ALTER TABLE insurers
ADD COLUMN insurer_claim_form_original_name VARCHAR(255) NULL DEFAULT NULL AFTER insurer_claim_form;

274
app/Helpers/CdLowBalanceAlertHelper.php Normal file
View File

@ -0,0 +1,274 @@
<?php
namespace App\Helpers;
use App\Models\CDMasterModel;
use App\Models\ClientDepositModel;
use App\Models\ClientRMModel;
class CdLowBalanceAlertHelper
{
/**
* Check one CD account after a balance reduction and notify account managers if below threshold.
*/
public static function triggerAfterBalanceReduction(?int $cdAcPk, float $currentBalance): void
{
if ($cdAcPk === null || $cdAcPk <= 0) {
return;
}
$account = self::buildLowBalanceAccount($cdAcPk, $currentBalance);
if ($account === null) {
return;
}
$result = self::sendAccountManagerAlert($account);
log_message('error', 'CdLowBalanceAlertHelper triggerAfterBalanceReduction cd_ac_pk=' . $cdAcPk . ': ' . json_encode($result));
}
/**
* Cron entry: scan all CD masters with alert threshold configured.
*
* @return array<string, mixed>
*/
public static function runCron(): array
{
log_message('error', 'cronCdLowBalanceAlert: started');
try {
$cdMasterModel = new CDMasterModel();
$cdMasters = $cdMasterModel->getCdMastersWithLowAlertThreshold();
log_message('error', 'cronCdLowBalanceAlert: CD masters with alert threshold count = ' . count($cdMasters));
$depositModel = new ClientDepositModel();
$lowBalanceAccounts = [];
foreach ($cdMasters as $cdMaster) {
$cdAcPk = (int) ($cdMaster['id'] ?? 0);
$threshold = (float) ($cdMaster['cd_balance_low_alert_amount'] ?? 0);
if ($cdAcPk <= 0 || $threshold <= 0) {
continue;
}
$currentBalance = self::resolveCurrentBalance($depositModel, $cdAcPk, (float) ($cdMaster['opening_bal'] ?? 0));
if ($currentBalance >= $threshold) {
continue;
}
$lowBalanceAccounts[] = array_merge($cdMaster, [
'current_balance' => $currentBalance,
'alert_amount' => $threshold,
]);
}
if (empty($lowBalanceAccounts)) {
$response = [
'status' => true,
'message' => 'No CD accounts below the configured low-balance alert amount.',
'low_balance_count' => 0,
'account_manager_mails_sent' => 0,
'data' => [],
'errors' => [],
];
log_message('error', 'cronCdLowBalanceAlert: ' . json_encode($response));
return $response;
}
$accountManagerMailsSent = 0;
$mailErrors = [];
$data = [];
foreach ($lowBalanceAccounts as $account) {
$result = self::sendAccountManagerAlert($account);
$accountManagerMailsSent += (int) ($result['sent'] ?? 0);
if (! empty($result['errors'])) {
$mailErrors = array_merge($mailErrors, $result['errors']);
}
if (! empty($result['data'])) {
$data = array_merge($data, $result['data']);
}
}
$response = [
'status' => true,
'message' => 'CD low balance alert cron completed.',
'low_balance_count' => count($lowBalanceAccounts),
'account_manager_mails_sent' => $accountManagerMailsSent,
'data' => $data,
'errors' => $mailErrors,
];
log_message('error', 'cronCdLowBalanceAlert: ' . json_encode($response));
return $response;
} catch (\Throwable $e) {
$response = [
'status' => false,
'message' => 'CD low balance alert cron failed.',
'low_balance_count' => 0,
'account_manager_mails_sent' => 0,
'data' => [],
'errors' => [$e->getMessage()],
];
log_message('error', 'cronCdLowBalanceAlert Exception: ' . $e->getMessage());
log_message('error', 'cronCdLowBalanceAlert: ' . json_encode($response));
return $response;
}
}
/**
* @return array<string, mixed>|null
*/
private static function buildLowBalanceAccount(int $cdAcPk, float $currentBalance): ?array
{
$cdMasterModel = new CDMasterModel();
$cdMaster = $cdMasterModel->getCdMasterWithLowAlertThresholdById($cdAcPk);
if ($cdMaster === null) {
return null;
}
$threshold = (float) ($cdMaster['cd_balance_low_alert_amount'] ?? 0);
if ($threshold <= 0 || $currentBalance >= $threshold) {
return null;
}
return array_merge($cdMaster, [
'current_balance' => $currentBalance,
'alert_amount' => $threshold,
]);
}
private static function resolveCurrentBalance(ClientDepositModel $depositModel, int $cdAcPk, float $openingBalance): float
{
$lastDeposit = $depositModel
->select('balance')
->where('cd_ac_pk', $cdAcPk)
->where('is_active', 1)
->orderBy('id', 'DESC')
->first();
if (! empty($lastDeposit)) {
return (float) ($lastDeposit['balance'] ?? 0);
}
return $openingBalance;
}
/**
* @param array<string, mixed> $account
* @return array{sent: int, errors: array<int, string>, data: array<int, array<string, mixed>>}
*/
private static function sendAccountManagerAlert(array $account): array
{
$clientId = (int) ($account['client_id'] ?? 0);
$cdAcPk = (int) ($account['id'] ?? 0);
$cdAcNo = (string) ($account['cd_ac_no'] ?? '');
if ($clientId <= 0) {
log_message('error', 'cronCdLowBalanceAlert ACM mail: skipped, invalid client_id for cd_ac_pk=' . $cdAcPk);
return ['sent' => 0, 'errors' => [], 'data' => []];
}
$recipients = self::getAccountManagerRecipients($clientId);
if (empty($recipients)) {
$error = "Client {$clientId}: No account manager found.";
log_message('error', 'cronCdLowBalanceAlert ACM mail: ' . $error);
return ['sent' => 0, 'errors' => [$error], 'data' => []];
}
$sent = 0;
$errors = [];
$data = [];
$subject = 'CD Low Balance Alert - ' . ($account['client_name'] ?? 'Client');
foreach ($recipients as $recipient) {
$acmEmail = (string) ($recipient['email'] ?? '');
$acmName = (string) ($recipient['name'] ?? 'Account Manager');
$message = self::buildAccountManagerMailContent($account, $acmName);
$mailResponse = MailHelper::send_email([
'mail' => $acmEmail,
'subject' => $subject,
'message' => $message,
'common' => [
'mail_type' => 'account_manager_cd_low_balance_alert',
'client_id' => $clientId,
],
]);
$decoded = is_string($mailResponse) ? json_decode($mailResponse, true) : $mailResponse;
$mailStatus = is_array($decoded) && ($decoded['status'] ?? '') === 'success' ? 'success' : 'failed';
$data[] = [
'client_id' => $clientId,
'cd_ac_pk' => $cdAcPk,
'cd_ac_no' => $cdAcNo,
'acm_name' => $acmName,
'acm_email' => $acmEmail,
'mail_status' => $mailStatus,
];
if ($mailStatus === 'success') {
$sent++;
} else {
$errors[] = "Client {$clientId}: Failed to send alert to {$acmEmail}.";
}
}
return ['sent' => $sent, 'errors' => $errors, 'data' => $data];
}
/**
* @return array<int, array{name: string, email: string}>
*/
private static function getAccountManagerRecipients(int $clientId): array
{
$rows = (new ClientRMModel())
->select('user_profiles.first_name, user_profiles.email')
->join('user_profiles', 'user_profiles.id = client_rm.user_id')
->where('client_rm.client_id', $clientId)
->where('client_rm.level', 3)
->where('client_rm.is_active', 1)
->where('user_profiles.is_active', 1)
->findAll();
$recipients = [];
$seenEmails = [];
foreach ($rows as $row) {
$email = strtolower(trim((string) ($row['email'] ?? '')));
if ($email === '' || isset($seenEmails[$email])) {
continue;
}
$seenEmails[$email] = true;
$recipients[] = [
'name' => trim((string) ($row['first_name'] ?? 'Account Manager')) ?: 'Account Manager',
'email' => (string) $row['email'],
];
}
return $recipients;
}
/**
* @param array<string, mixed> $account
*/
private static function buildAccountManagerMailContent(array $account, string $recipientName): string
{
return '<p>Dear ' . esc($recipientName) . ',</p>'
. '<p>The CD account balance for <strong>' . esc((string) ($account['client_name'] ?? '')) . '</strong> has fallen below the configured alert threshold.</p>'
. '<table border="1" cellpadding="8" cellspacing="0" style="border-collapse:collapse;">'
. '<tr><td><strong>Insurer</strong></td><td>' . esc((string) ($account['insurer_name'] ?? '')) . '</td></tr>'
. '<tr><td><strong>Insurer Branch</strong></td><td>' . esc((string) ($account['insurer_branch_name'] ?? '')) . '</td></tr>'
. '<tr><td><strong>CD Account No</strong></td><td>' . esc((string) ($account['cd_ac_no'] ?? '')) . '</td></tr>'
. '<tr><td><strong>Current Balance</strong></td><td>' . esc(number_format((float) ($account['current_balance'] ?? 0), 2, '.', '')) . '</td></tr>'
. '<tr><td><strong>Alert Amount</strong></td><td>' . esc(number_format((float) ($account['alert_amount'] ?? 0), 2, '.', '')) . '</td></tr>'
. '</table>'
. '<p>Please review the CD account and take the required action.</p>';
}
}

23
app/Helpers/DepositHelper.php
View File

@ -76,6 +76,11 @@ class DepositHelper
// Return the response
if ($insertId) {
if (($data['transaction_type'] ?? 'Credit') !== 'Credit') {
$cdAcPk = self::resolveCdAcPk($data);
CdLowBalanceAlertHelper::triggerAfterBalanceReduction($cdAcPk, $newBalance);
}
return [
'success' => true,
'message' => 'Transaction saved successfully',
@ -126,6 +131,24 @@ class DepositHelper
return $lastBalance;
}
private static function resolveCdAcPk(array $data): ?int
{
if (! empty($data['cd_ac_pk'])) {
return (int) $data['cd_ac_pk'];
}
if (empty($data['cd_ac_no'])) {
return null;
}
$cdMaster = (new CDMasterModel())
->where('cd_ac_no', $data['cd_ac_no'])
->where('is_active', 1)
->first();
return $cdMaster ? (int) $cdMaster['id'] : null;
}
}
?>

86
app/Helpers/utility_helper.php
View File

@ -99,6 +99,92 @@ if (! function_exists('file_Upload')) {
}
}
if (! function_exists('file_Upload_random_name')) {
function file_Upload_random_name($fileToUpload, $filepath, array $allowedExtensions = UPLOAD_ALLOWED_EXTENSIONS, string $namePrefix = ''): array
{
$empty = ['stored_name' => '', 'original_name' => ''];
if ($fileToUpload === null || ! $fileToUpload->isValid() || $fileToUpload->hasMoved()) {
return $empty;
}
if (! validate_upload_extension($fileToUpload, $allowedExtensions)) {
return $empty;
}
$originalName = sanitize_upload_filename($fileToUpload->getClientName() ?: $fileToUpload->getName());
$ext = strtolower($fileToUpload->getClientExtension() ?: pathinfo($originalName, PATHINFO_EXTENSION));
$namePrefix = preg_replace('/[^a-zA-Z0-9\-_]/', '', $namePrefix);
$prefix = $namePrefix !== '' ? $namePrefix . '_' : '';
$storedName = $prefix . time() . '_' . bin2hex(random_bytes(8)) . ($ext !== '' ? '.' . $ext : '');
$fileToUpload->move($filepath, $storedName);
return ['stored_name' => $storedName, 'original_name' => $originalName];
}
}
if (! function_exists('resolve_insurer_claim_form_file')) {
function resolve_insurer_claim_form_file(array $insurer): array
{
$checkedPaths = [];
$claimFormDir = WRITEPATH . 'insurer_claim_form/';
if (!empty($insurer['insurer_claim_form'])) {
$storedFileName = basename($insurer['insurer_claim_form']);
$uploadedPath = $claimFormDir . $storedFileName;
$checkedPaths[] = $uploadedPath;
if (is_file($uploadedPath)) {
return [
'available' => true,
'file_path' => $uploadedPath,
'file_name' => !empty($insurer['insurer_claim_form_original_name'])
? basename($insurer['insurer_claim_form_original_name'])
: $storedFileName,
'source' => 'uploaded',
'checked_paths' => $checkedPaths,
];
}
}
$defaultPath = $claimFormDir . INSURER_DEFAULT_CLAIM_FORM_FILE;
$checkedPaths[] = $defaultPath;
if (is_file($defaultPath)) {
return [
'available' => true,
'file_path' => $defaultPath,
'file_name' => INSURER_DEFAULT_CLAIM_FORM_FILE,
'source' => 'irdai_default',
'checked_paths' => $checkedPaths,
];
}
if (!empty($insurer['short_name'])) {
$legacyPath = ROOTPATH . 'public/claim_sample_forms/' . $insurer['short_name'] . '.pdf';
$checkedPaths[] = $legacyPath;
if (is_file($legacyPath)) {
return [
'available' => true,
'file_path' => $legacyPath,
'file_name' => $insurer['short_name'] . '.pdf',
'source' => 'legacy',
'checked_paths' => $checkedPaths,
];
}
}
return [
'available' => false,
'file_path' => null,
'file_name' => null,
'source' => null,
'checked_paths' => $checkedPaths,
];
}
}
if (! function_exists('file_Upload_for_lead')) {
function file_Upload_for_lead($fileToUpload, $filepath, array $allowedExtensions = UPLOAD_ALLOWED_EXTENSIONS)
{

33
app/Models/CDMasterModel.php
View File

@ -118,6 +118,34 @@ class CDMasterModel extends Model
* @return array<int, array<string, mixed>>
*/
public function getCdMastersWithLowAlertThreshold(): array
{
return $this->buildCdMastersWithLowAlertThresholdQuery()
->orderBy('cd_master.id', 'desc')
->get()
->getResultArray();
}
/**
* @return array<string, mixed>|null
*/
public function getCdMasterWithLowAlertThresholdById(int $cdAcPk): ?array
{
if ($cdAcPk <= 0) {
return null;
}
$row = $this->buildCdMastersWithLowAlertThresholdQuery()
->where('cd_master.id', $cdAcPk)
->get()
->getRowArray();
return $row ?: null;
}
/**
* @return \CodeIgniter\Database\BaseBuilder
*/
private function buildCdMastersWithLowAlertThresholdQuery()
{
return $this->db->table('cd_master')
->select('cd_master.*, clients.client_name, clients.short_name, insurers.name AS insurer_name, insurer_branch.branch_name AS insurer_branch_name')
@ -128,9 +156,6 @@ class CDMasterModel extends Model
->where('clients.is_active', 1)
->where('insurers.is_active', 1)
->where('cd_master.cd_balance_low_alert_amount IS NOT NULL', null, false)
->where('cd_master.cd_balance_low_alert_amount >', 0)
->orderBy('cd_master.id', 'desc')
->get()
->getResultArray();
->where('cd_master.cd_balance_low_alert_amount >', 0);
}
}

2
app/Models/InsurerModel.php
View File

@ -15,6 +15,8 @@ class InsurerModel extends Model
"name",
"short_name",
"insurer_logo",
"insurer_claim_form",
"insurer_claim_form_original_name",
"created_by",
"updated_by",
"is_active",

35
app/Models/LeadsModel.php
View File

@ -190,7 +190,7 @@ class LeadsModel extends Model
public function getLeadForInsertClientList($type = null, $client_id = null, $from = null)
{
$query = $this->db->table('leads')
->select('leads.*, user_profiles.first_name as user_name, policy_type.allocg')
->select('leads.*, user_profiles.first_name as user_name, policy_type.allocg, policy_type.policy_type as policy_type_name')
->join('user_profiles', 'leads.created_by = user_profiles.id')
->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
->where('leads.is_active', 1)
@ -200,13 +200,24 @@ class LeadsModel extends Model
$query->where("(leads.is_policy_created = '' OR leads.is_policy_created IS NULL)");
if ($client_id) {
$query->join('clients', 'clients.id = ' . (int) $client_id)
->join('client_branch', 'client_branch.client_id = clients.id AND client_branch.is_active = 1')
->where('leads.client_name = clients.client_name', null, false)
->where('leads.client_short_name = clients.short_name', null, false)
->where('leads.branch_name = client_branch.branch_name', null, false)
->where('leads.branch_code = client_branch.branch_code', null, false)
->groupBy('leads.id');
$clientId = (int) $client_id;
$query->groupStart()
->where('leads.client_id', $clientId)
->orWhere(
"EXISTS (
SELECT 1
FROM clients c
INNER JOIN client_branch cb ON cb.client_id = c.id AND cb.is_active = 1
WHERE c.id = {$clientId}
AND leads.client_name = c.client_name
AND leads.client_short_name = c.short_name
AND leads.branch_name = cb.branch_name
AND leads.branch_code = cb.branch_code
)",
null,
false
)
->groupEnd();
}
} else {
$query->groupStart()
@ -214,14 +225,16 @@ class LeadsModel extends Model
->orWhere("(leads.is_policy_created = '' OR leads.is_policy_created IS NULL)")
->groupEnd();
if ($type) {
$query->whereIn('leads.lead_type', $type);
}
if ($client_id) {
$query->where('leads.client_id', $client_id);
}
}
if ($type) {
$query->whereIn('leads.lead_type', $type);
}
$query->groupStart()
->where("policy_type.allocg != 'EB'")
->orWhere("(policy_type.allocg = 'EB' AND leads.proposel_data IS NOT NULL AND leads.proposel_data <> '')")

2
app/Views/client_list.php
View File

@ -244,7 +244,7 @@ table.dataTable thead th {
<option value="">Select Opportunity</option>
<?php if(isset($lead_data)) { ?>
<?php foreach ($lead_data as $value) { ?>
<option value="<?= $value['id']?>"><?= $value['client_name'] ?> - <?= $value['branch_name'] ?> - <?= $value['user_name'] ?></option>
<option value="<?= $value['id']?>"><?= $value['client_name'] ?> - <?= $value['branch_name'] ?> - <?= $value['policy_type_name'] ?? 'N/A' ?> - <?= $value['user_name'] ?></option>
<?php } ?>
<?php } ?>
</select>

2
app/Views/client_policy.php
View File

@ -396,7 +396,7 @@ input:checked + .slider_blue::before {
<option value="">Select Opportunity</option>
<?php if(isset($lead_data)) { ?>
<?php foreach ($lead_data as $value) { ?>
<option value="<?= $value['id']?>" data-clientid="<?= $value['client_id']?>", data-branchid="<?= $value['client_branch_id']?>"><?= $value['client_name'] ?> - <?= $value['branch_name'] ?> - <?= $value['user_name'] ?></option>
<option value="<?= $value['id']?>" data-clientid="<?= $value['client_id'] ?>" data-branchid="<?= $value['client_branch_id'] ?>"><?= $value['client_name'] ?> - <?= $value['branch_name'] ?> - <?= $value['policy_type_name'] ?? 'N/A' ?> - <?= $value['user_name'] ?></option>
<?php } ?>
<?php } ?>
</select>

113
app/Views/insurer_basic_info.php
View File

@ -187,6 +187,39 @@ input:checked + .slider:before {
</div>
</div>
<!-- Insurer Claim Form -->
<div class="form-group row">
<label for="insurer_claim_form" class="col-md-4 col-form-label">Insurer Claim Form</label>
<div class="col-md-5">
<div class="input-icon">
<input type="file" class="form-control" id="insurer_claim_form" name="insurer_claim_form"
accept=".pdf,.doc,.docx,application/pdf,application/msword,application/vnd.openxmlformats-officedocument.wordprocessingml.document"
data-parsley-insurer-claim-max-file-size="5120"
data-parsley-insurer-claim-file-extension="pdf,doc,docx"
data-parsley-insurer-claim-max-file-size-message="File size should not exceed 5MB."
data-parsley-insurer-claim-file-extension-message="Only PDF, DOC, and DOCX files are allowed."
data-parsley-errors-container="#claim_form_error_container">
<i class="mdi mdi-upload additional-icon"></i>
</div>
<div id="claim_form_error_container"></div>
<small class="text-muted">Allowed: PDF, DOC, DOCX. Max size: 5MB. If no insurer form is uploaded, <?= esc(INSURER_DEFAULT_CLAIM_FORM_FILE) ?> will be used.</small>
<?php if (!empty($insurer['id'])): ?>
<div class="mt-2">
<a href="<?= base_url('master/insurer/download-claim-form/' . $insurer['id']) ?>" class="btn btn-sm btn-outline-primary" target="_blank">
<i class="mdi mdi-download"></i> Download Claim Form
</a>
<small class="text-muted d-block mt-1">
<?= !empty($insurer['insurer_claim_form_original_name'])
? esc($insurer['insurer_claim_form_original_name'])
: (!empty($insurer['insurer_claim_form'])
? esc($insurer['insurer_claim_form'])
: 'Default: ' . esc(INSURER_DEFAULT_CLAIM_FORM_FILE)) ?>
</small>
</div>
<?php endif; ?>
</div>
</div>
<!-- Buttons -->
<div class="form-group row">
<div class="col-md-12 text-right">
@ -240,10 +273,47 @@ input:checked + .slider:before {
}
});
// Custom Parsley validator for insurer claim form file size
window.Parsley.addValidator('insurerClaimMaxFileSize', {
validateString: function(value, maxSize, parsleyInstance) {
if (!window.FileReader) {
return true;
}
var files = parsleyInstance.$element[0].files;
if (files.length == 0) {
return true;
}
return files[0].size <= maxSize * 1024;
},
requirementType: 'integer',
messages: {
en: 'This file should not be larger than %s KB.'
}
});
// Custom Parsley validator for insurer claim form file extension
window.Parsley.addValidator('insurerClaimFileExtension', {
validateString: function(value, requirement, parsleyInstance) {
var file = parsleyInstance.$element[0].files[0];
if (!file) { return true; }
var extensions = requirement.split(',').map(function(ext) { return ext.trim().toLowerCase(); });
var fileExtension = file.name.split('.').pop().toLowerCase();
return extensions.indexOf(fileExtension) !== -1;
},
requirementType: 'string',
messages: {
en: 'Allowed extensions are: %s.'
}
});
$('#insurer_logo').on('change', function() {
PreviewImage();
});
$('#insurer_claim_form').on('change', function() {
validateInsurerClaimFormFile(true);
});
$("#insurer_general_form").submit(function(events) {
events.preventDefault();
@ -252,6 +322,10 @@ input:checked + .slider:before {
return;
}
if (!validateInsurerClaimFormFile(true)) {
return;
}
// var isValid = $('#insurer_General_PrimaryKey').parsley().validate();
var isValid = $('#insurer_general_form').parsley().validate();
var PrimaryKey = $('#insurer_General_PrimaryKey').val();
@ -430,6 +504,45 @@ input:checked + .slider:before {
$('#logo_error_container').empty();
return true;
}
function resetInsurerClaimFormInput() {
var fileInput = document.getElementById("insurer_claim_form");
fileInput.value = "";
$('#claim_form_error_container').empty();
}
function validateInsurerClaimFormFile(showToastr) {
var fileInput = document.getElementById("insurer_claim_form");
if (!fileInput.files || !fileInput.files[0]) {
return true;
}
var file = fileInput.files[0];
var fileName = file.name.toLowerCase();
var parts = fileName.split('.');
var allowedExtensions = /(\.pdf|\.doc|\.docx)$/i;
if (!allowedExtensions.exec(fileName) || parts.length > 2) {
$('#claim_form_error_container').html('<ul class="parsley-errors-list filled"><li class="parsley-required">Only PDF, DOC, and DOCX files are allowed.</li></ul>');
if (showToastr) {
toastr.warning("Only PDF, DOC, and DOCX files are allowed.", "Invalid file type");
}
resetInsurerClaimFormInput();
return false;
}
if ((file.size / 1024) > 5120) {
$('#claim_form_error_container').html('<ul class="parsley-errors-list filled"><li class="parsley-required">File size should not exceed 5MB.</li></ul>');
if (showToastr) {
toastr.warning("File size should not exceed 5MB.", "Invalid file size");
}
resetInsurerClaimFormInput();
return false;
}
$('#claim_form_error_container').empty();
return true;
}
//-----------------------------------------------------------------------------------------------------

196
tests/smoke_cd_low_balance_alert.php Normal file
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@ -0,0 +1,196 @@
<?php
/**
* Smoke test: CD low balance alert on debit (DepositHelper + CdLowBalanceAlertHelper)
*
* Run:
* php tests/smoke_cd_low_balance_alert.php [cd_ac_pk] # dry-run: show state only
* php tests/smoke_cd_low_balance_alert.php [cd_ac_pk] --debit 1 # live: post 1 INR test debit + alert check
* php tests/smoke_cd_low_balance_alert.php --cron # run cron scan only
*/
declare(strict_types=1);
ob_start();
define('FCPATH', __DIR__ . '/../public/');
chdir(FCPATH);
require FCPATH . '../app/Config/Paths.php';
$paths = new Config\Paths();
require rtrim($paths->systemDirectory, '\\/ ') . DIRECTORY_SEPARATOR . 'bootstrap.php';
require_once SYSTEMPATH . 'Config/DotEnv.php';
(new CodeIgniter\Config\DotEnv(ROOTPATH))->load();
defined('ENVIRONMENT') || define('ENVIRONMENT', env('CI_ENVIRONMENT', 'development'));
$boot = APPPATH . 'Config/Boot/' . ENVIRONMENT . '.php';
if (is_file($boot)) {
require_once $boot;
}
use App\Helpers\CdLowBalanceAlertHelper;
use App\Helpers\DepositHelper;
use App\Models\CDMasterModel;
use App\Models\ClientDepositModel;
use App\Models\ClientRMModel;
$pass = 0;
$fail = 0;
$results = [];
function ok(string $label, bool $cond, string $detail = ''): void
{
global $pass, $fail, $results;
if ($cond) {
$pass++;
$results[] = '[PASS] ' . $label . ($detail ? " — {$detail}" : '');
} else {
$fail++;
$results[] = '[FAIL] ' . $label . ($detail ? " — {$detail}" : '');
}
}
function argValue(string $flag): ?string
{
global $argv;
$idx = array_search($flag, $argv, true);
if ($idx === false || ! isset($argv[$idx + 1])) {
return null;
}
return (string) $argv[$idx + 1];
}
function resolveCurrentBalance(ClientDepositModel $depositModel, int $cdAcPk, float $openingBalance): float
{
$lastDeposit = $depositModel
->select('balance')
->where('cd_ac_pk', $cdAcPk)
->where('is_active', 1)
->orderBy('id', 'DESC')
->first();
if (! empty($lastDeposit)) {
return (float) ($lastDeposit['balance'] ?? 0);
}
return $openingBalance;
}
$db = db_connect('default');
$cdMasterModel = new CDMasterModel();
$depositModel = new ClientDepositModel();
$runCron = in_array('--cron', $argv, true);
$debitAmount = argValue('--debit');
$cdAcPkArg = null;
foreach (array_slice($argv, 1) as $arg) {
if (str_starts_with($arg, '--')) {
continue;
}
if (ctype_digit($arg)) {
$cdAcPkArg = (int) $arg;
break;
}
}
echo PHP_EOL . '=== smoke_cd_low_balance_alert ===' . PHP_EOL;
if ($runCron) {
$response = CdLowBalanceAlertHelper::runCron();
ok('cron status', ($response['status'] ?? false) === true, (string) ($response['message'] ?? ''));
ok('cron response has data key', array_key_exists('data', $response));
echo 'Cron response: ' . json_encode($response, JSON_PRETTY_PRINT) . PHP_EOL;
} else {
$configured = $cdMasterModel->getCdMastersWithLowAlertThreshold();
ok('at least one CD master has alert threshold', count($configured) > 0, 'count=' . count($configured));
if ($cdAcPkArg === null && ! empty($configured)) {
$cdAcPkArg = (int) ($configured[0]['id'] ?? 0);
}
ok('cd_ac_pk resolved', $cdAcPkArg !== null && $cdAcPkArg > 0, 'cd_ac_pk=' . ($cdAcPkArg ?? 'none'));
if ($cdAcPkArg > 0) {
$cdMaster = $cdMasterModel->getCdMasterWithLowAlertThresholdById($cdAcPkArg);
ok('CD master found with alert threshold', $cdMaster !== null, 'cd_ac_pk=' . $cdAcPkArg);
if ($cdMaster !== null) {
$threshold = (float) ($cdMaster['cd_balance_low_alert_amount'] ?? 0);
$currentBalance = resolveCurrentBalance($depositModel, $cdAcPkArg, (float) ($cdMaster['opening_bal'] ?? 0));
$isLow = $currentBalance < $threshold;
echo PHP_EOL . 'Account snapshot:' . PHP_EOL;
echo ' client_id : ' . ($cdMaster['client_id'] ?? '') . ' (' . ($cdMaster['client_name'] ?? '') . ')' . PHP_EOL;
echo ' cd_ac_pk : ' . $cdAcPkArg . PHP_EOL;
echo ' cd_ac_no : ' . ($cdMaster['cd_ac_no'] ?? '') . PHP_EOL;
echo ' balance : ' . number_format($currentBalance, 2) . PHP_EOL;
echo ' alert amt : ' . number_format($threshold, 2) . PHP_EOL;
echo ' below alert : ' . ($isLow ? 'yes' : 'no') . PHP_EOL;
$acmRows = (new ClientRMModel())
->select('user_profiles.first_name, user_profiles.email')
->join('user_profiles', 'user_profiles.id = client_rm.user_id')
->where('client_rm.client_id', (int) $cdMaster['client_id'])
->where('client_rm.level', 3)
->where('client_rm.is_active', 1)
->where('user_profiles.is_active', 1)
->findAll();
ok('account manager exists for client', count($acmRows) > 0, 'count=' . count($acmRows));
foreach ($acmRows as $row) {
echo ' ACM : ' . ($row['first_name'] ?? '') . ' <' . ($row['email'] ?? '') . '>' . PHP_EOL;
}
if ($debitAmount !== null) {
$amount = (float) $debitAmount;
ok('debit amount > 0', $amount > 0, 'amount=' . $amount);
$beforeBalance = $currentBalance;
$afterBalance = $beforeBalance - $amount;
echo PHP_EOL . 'Posting test debit of ' . number_format($amount, 2) . ' ...' . PHP_EOL;
$saveResult = DepositHelper::saveDeposit([
'amount' => $amount,
'sub_type_id' => 4,
'client_id' => (int) $cdMaster['client_id'],
'client_policy_id' => 0,
'endorsement_no' => 'SMOKE-TEST-' . date('YmdHis'),
'cd_ac_no' => (string) ($cdMaster['cd_ac_no'] ?? ''),
'insurer_id' => (int) ($cdMaster['insurer_id'] ?? 0),
'unit' => 'SMOKE',
'description' => 'Smoke test debit for CD low balance alert',
'transaction_type' => 'Debit',
'updated_by' => 1,
'event_name' => 'smoke_test',
'is_active' => 1,
'cd_ac_pk' => $cdAcPkArg,
], 1);
ok('saveDeposit succeeded', ($saveResult['success'] ?? false) === true, json_encode($saveResult));
$newBalance = resolveCurrentBalance($depositModel, $cdAcPkArg, (float) ($cdMaster['opening_bal'] ?? 0));
ok('balance reduced after debit', $newBalance < $beforeBalance, "before={$beforeBalance}, after={$newBalance}");
if ($afterBalance < $threshold) {
ok('balance now below alert threshold', $newBalance < $threshold);
echo 'Check writable/logs/log-' . date('Y-m-d') . '.log for CdLowBalanceAlertHelper triggerAfterBalanceReduction' . PHP_EOL;
echo 'ACM mail should be sent if mail is configured.' . PHP_EOL;
} else {
echo 'Balance still above alert threshold after debit; no mail expected.' . PHP_EOL;
echo 'Tip: use a larger --debit amount or lower cd_balance_low_alert_amount for this account.' . PHP_EOL;
}
} else {
echo PHP_EOL . 'Dry run only (no debit posted).' . PHP_EOL;
echo 'To test live debit + alert: php tests/smoke_cd_low_balance_alert.php ' . $cdAcPkArg . ' --debit 1' . PHP_EOL;
echo 'To test cron scan: php tests/smoke_cd_low_balance_alert.php --cron' . PHP_EOL;
}
}
}
}
echo PHP_EOL . implode(PHP_EOL, $results) . PHP_EOL;
echo PHP_EOL . "Summary: {$pass} passed, {$fail} failed" . PHP_EOL;
exit($fail > 0 ? 1 : 0);

185
tests/smoke_get_insurer_claim_form_download_url.php Normal file
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@ -0,0 +1,185 @@
<?php
/**
* Smoke test: EmployeeRestController::getInsurerClaimFormDownloadUrl
* Run: php tests/smoke_get_insurer_claim_form_download_url.php [client_policy_id]
*/
declare(strict_types=1);
ob_start();
define('FCPATH', __DIR__ . '/../public/');
chdir(FCPATH);
require FCPATH . '../app/Config/Paths.php';
$paths = new Config\Paths();
require rtrim($paths->systemDirectory, '\\/ ') . DIRECTORY_SEPARATOR . 'bootstrap.php';
require_once SYSTEMPATH . 'Config/DotEnv.php';
(new CodeIgniter\Config\DotEnv(ROOTPATH))->load();
defined('ENVIRONMENT') || define('ENVIRONMENT', env('CI_ENVIRONMENT', 'development'));
$boot = APPPATH . 'Config/Boot/' . ENVIRONMENT . '.php';
if (is_file($boot)) {
require_once $boot;
}
use App\Controllers\EmployeeRestController;
use CodeIgniter\HTTP\IncomingRequest;
use CodeIgniter\HTTP\URI;
use Config\Services;
$pass = 0;
$fail = 0;
$results = [];
function ok(string $label, bool $cond, string $detail = ''): void
{
global $pass, $fail, $results;
if ($cond) {
$pass++;
$results[] = '[PASS] ' . $label . ($detail ? " — {$detail}" : '');
} else {
$fail++;
$results[] = '[FAIL] ' . $label . ($detail ? " — {$detail}" : '');
}
}
function invokeApi(EmployeeRestController $controller, array $query): array
{
$uri = new URI('http://localhost/nhance_v2/employeeRest/getInsurerClaimFormDownloadUrl');
if ($query !== []) {
$uri->setQuery(http_build_query($query));
}
$request = new IncomingRequest(
config('App'),
$uri,
null,
new \CodeIgniter\HTTP\UserAgent()
);
$request->setGlobal('get', $query);
$response = Services::response();
$logger = Services::logger();
$controller->initController($request, $response, $logger);
$response = $controller->getInsurerClaimFormDownloadUrl();
$body = json_decode($response->getBody(), true);
return is_array($body) ? $body : [];
}
$db = db_connect('default');
$controller = new EmployeeRestController();
$legacyPolicy = $db->query(
"SELECT cp.id AS client_policy_id, i.short_name
FROM client_policy cp
JOIN insurers i ON i.id = cp.insurer_id
WHERE cp.is_active = 1
AND i.is_active = 1
AND i.short_name = 'ICICIPRU'
LIMIT 1"
)->getRowArray();
$uploadedPolicy = $db->query(
"SELECT cp.id AS client_policy_id, i.short_name, i.insurer_claim_form
FROM client_policy cp
JOIN insurers i ON i.id = cp.insurer_id
WHERE cp.is_active = 1
AND i.is_active = 1
AND i.insurer_claim_form IS NOT NULL
AND i.insurer_claim_form <> ''
LIMIT 1"
)->getRowArray();
$inactivePolicy = $db->query(
'SELECT id AS client_policy_id FROM client_policy WHERE is_active = 0 LIMIT 1'
)->getRowArray();
$missingParam = invokeApi($controller, []);
ok('Missing client_policy_id returns 400', ($missingParam['code'] ?? null) === 400, json_encode($missingParam));
$invalidParam = invokeApi($controller, ['client_policy_id' => 'abc']);
ok('Invalid client_policy_id returns 400', ($invalidParam['code'] ?? null) === 400, json_encode($invalidParam));
$notFound = invokeApi($controller, ['client_policy_id' => '999999999']);
ok('Unknown client_policy_id returns 404', ($notFound['code'] ?? null) === 404, json_encode($notFound));
if (!empty($inactivePolicy['client_policy_id'])) {
$inactive = invokeApi($controller, ['client_policy_id' => (string) $inactivePolicy['client_policy_id']]);
ok('Inactive client policy returns 404', ($inactive['code'] ?? null) === 404, json_encode($inactive));
}
if (!empty($legacyPolicy['client_policy_id'])) {
$legacyPath = ROOTPATH . 'public/claim_sample_forms/' . $legacyPolicy['short_name'] . '.pdf';
$legacy = invokeApi($controller, ['client_policy_id' => (string) $legacyPolicy['client_policy_id']]);
$legacyResolved = resolve_insurer_claim_form_file(['short_name' => $legacyPolicy['short_name']]);
ok(
'No uploaded form falls back to IRDAI default (ICICIPRU policy)',
($legacy['status'] ?? false) === true
&& ($legacy['code'] ?? null) === 200
&& !empty($legacy['data']['download_url'])
&& count($legacy['data']) === 1
&& ($legacyResolved['source'] ?? '') === 'irdai_default',
'legacy_file_exists=' . (is_file($legacyPath) ? 'yes' : 'no') . ' | ' . json_encode($legacy)
);
}
$irdaiDefaultPolicy = $db->query(
"SELECT cp.id AS client_policy_id, i.short_name
FROM client_policy cp
JOIN insurers i ON i.id = cp.insurer_id
WHERE cp.is_active = 1
AND i.is_active = 1
AND (i.insurer_claim_form IS NULL OR i.insurer_claim_form = '')
AND i.short_name NOT IN ('ICICIPRU', 'DIGITLIF', 'MAXLIFE', 'NIA', 'OIC', 'PIFL', 'RELIANCE')
LIMIT 1"
)->getRowArray();
if (!empty($irdaiDefaultPolicy['client_policy_id'])) {
$irdai = invokeApi($controller, ['client_policy_id' => (string) $irdaiDefaultPolicy['client_policy_id']]);
$irdaiResolved = resolve_insurer_claim_form_file(['short_name' => $irdaiDefaultPolicy['short_name']]);
ok(
'IRDAI default claim form fallback',
($irdai['status'] ?? false) === true
&& ($irdai['code'] ?? null) === 200
&& !empty($irdai['data']['download_url'])
&& count($irdai['data']) === 1
&& ($irdaiResolved['source'] ?? '') === 'irdai_default',
json_encode($irdai)
);
}
if (!empty($uploadedPolicy['client_policy_id'])) {
$uploadedPath = WRITEPATH . 'insurer_claim_form/' . basename((string) $uploadedPolicy['insurer_claim_form']);
$uploaded = invokeApi($controller, ['client_policy_id' => (string) $uploadedPolicy['client_policy_id']]);
$uploadedResolved = resolve_insurer_claim_form_file([
'insurer_claim_form' => $uploadedPolicy['insurer_claim_form'],
'short_name' => $uploadedPolicy['short_name'] ?? '',
]);
ok(
'Uploaded claim form success',
($uploaded['status'] ?? false) === true
&& ($uploaded['code'] ?? null) === 200
&& !empty($uploaded['data']['download_url'])
&& count($uploaded['data']) === 1
&& ($uploadedResolved['source'] ?? '') === 'uploaded',
'file_exists=' . (is_file($uploadedPath) ? 'yes' : 'no') . ' | ' . json_encode($uploaded)
);
}
$cliPolicyId = $argv[1] ?? ($legacyPolicy['client_policy_id'] ?? null);
if ($cliPolicyId) {
$manual = invokeApi($controller, ['client_policy_id' => (string) $cliPolicyId]);
echo "\nManual test client_policy_id={$cliPolicyId}\n";
echo json_encode($manual, JSON_PRETTY_PRINT) . "\n";
}
echo "\nSmoke test summary: {$pass} passed, {$fail} failed\n";
foreach ($results as $line) {
echo $line . "\n";
}
exit($fail > 0 ? 1 : 0);

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writable/insurer_claim_form/Claim_Form_IRDAI.pdf Normal file
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