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Merge branch 'dev' of bitbucket.org:jubilian/nhance into dev

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This commit is contained in:
Srinivas-Saravanan 2025-05-28 14:28:01 +05:30
commit 05c920c2bb
20 changed files with 725 additions and 193 deletions
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4
app/Config/Routes.php
View File

@ -332,7 +332,7 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
$routes->get("send_manual_ecard/(:any)", "DashboardController::sendManualEcard/$1");
$routes->get("get_client_policy_list_for_remainder/(:any)", "EmployeeController::get_client_policy_list_for_remainder/$1");
$routes->get("get_client_branch_data/(:any)", "ClientController::get_client_branch_data/$1");
$routes->get("getLevelContects", "LeadsControllerg::getLevelContects");
$routes->get("getLevelContects", "LeadsController::getLevelContects");
$routes->get("get_emp_master_data_for_update/(:any)", "EmployeeController::get_emp_master_data_for_update/$1");
$routes->get("send_mail_for_individual_employee_ecard/(:any)", "EmployeeController::send_mail_for_individual_employee_ecard/$1");
$routes->post("update_emp_data", "EmployeeController::update_emp_data");
@ -524,6 +524,8 @@ $routes->group("employeeRest", ["filter" => "authJWT"], function ($routes) {
$routes->get("getEmployeeActiveOrInactivePolicy", "EmployeeRestController::getEmployeeActiveOrInactivePolicy");
$routes->get("getFEContent", "EmployeeRestController::getFEContent");
$routes->get("getAdvertisementImage", "EmployeeRestController::getAdvertisementImage");
$routes->get("getWellnessURL", "EmployeeRestController::getWellnessURL");
// $routes->post('postDataForTicket',"EmployeeRestController::postDataForTicket");
});
$routes->get("getEmployeeActiveOrInactivePolicy", "EmployeeRestController::getEmployeeActiveOrInactivePolicy");

239
app/Controllers/ClientController.php
View File

@ -87,6 +87,7 @@ class ClientController extends AdminController
protected $vehicleModel;
protected $leadsModel;
protected $clientApi;
protected $PTCOShareDetailsModel;
public function __construct()
@ -123,6 +124,7 @@ class ClientController extends AdminController
$this->vehicleModel = new VehicleModel();
$this->leadsModel = new LeadsModel();
$this->clientApi = new ClientApiModel();
$this->PTCOShareDetailsModel = new PTCOShareDetailsModel();
}
//--------------------------------------------------------------------------------------------------------
@ -270,7 +272,7 @@ class ClientController extends AdminController
if($mail_active == 1){
$mail_send_return = MailHelper::send_email($wholeData[0]);
$this->myLogger->logme("info", $mail_send_return);
$this->myLogger->logme("error", $mail_send_return);
}
// if (isset($wholeData)) {
@ -685,6 +687,7 @@ class ClientController extends AdminController
$CD_Account_Number = $this->CDMasterModel
->where('client_id', $client_id)
->where('insurer_id', $insurer_id)
->where('is_active', 1)
->first();
// Prepare the array with data
$date = \DateTime::createFromFormat('d/m/Y', $record_date);
@ -1255,15 +1258,12 @@ class ClientController extends AdminController
public function editClientPolicy()
{
// print_r('test'); die;
$this->myLogger->logme('error', 'Client policy function called');
$id = $this->request->getPost('PrimaryKey');
$client_id = $this->request->getPost('client_id');
$id = $this->request->getPost('PrimaryKey');
$client_id = $this->request->getPost('client_id');
$policy_type_id = $this->request->getPost('policy_type_id');
$base_policy = $this->request->getPost('base_policy');
$base_policy = $this->request->getPost('base_policy');
$insurerValue = (string) $this->request->getPost('insurer');
@ -1279,9 +1279,7 @@ class ClientController extends AdminController
$data['client_id'] = $client_id;
$data['tpa_id'] = $tpaId;
$data['policy_type_id'] = $this->request->getPost('policy_type_id');
$data['policy_no'] = $this->request->getPost('policy_no');
// $data['policy_start_date'] = change_date_format($this->request->getPost('policy_start_date'), 'd-m-Y', 'Y-m-d');
// $data['policy_end_date'] = change_date_format($this->request->getPost('policy_end_date'), 'd-m-Y', 'Y-m-d');
$data['policy_no'] = $this->request->getPost('policy_no');
$data['insured'] = $this->request->getPost('insured');
$data['no_of_lives'] = $this->request->getPost('no_of_lives');
@ -1318,19 +1316,6 @@ class ClientController extends AdminController
$data['reminder_date'] = null;
}
// if($policy_type_id == 1 || $policy_type_id == 2 || $policy_type_id == 3 || $policy_type_id == 6 || $policy_type_id == 7){
// $data['is_addon'] = 1;
// }else if($policy_type_id == 4){
// $data['is_addon'] = 2;
// }else if($policy_type_id == 5){
// $data['is_addon'] = 3;
// }
if ($policy_type_id == 1 || $policy_type_id == 2 || $policy_type_id == 6 || $policy_type_id == 7) {
$data['is_addon'] = 1; // Base Policy
@ -1348,47 +1333,26 @@ class ClientController extends AdminController
}
}
$policy_terms = $this->clientPolicyModel->where('id', $this->request->getPost('base_policy'))->first();
// if ( $this->request->getPost('is_addon') == 2 || $this->request->getPost('is_addon') == 3) {
// if ($this->request->getPost('is_addon') == 3) {
// $policyTerm = $policy_terms['policy_terms'];
// $decoded_policyTerm = json_decode($policyTerm, true);
// $decoded_policyTerm['family_floater'] =0;
// $decoded_policyTerm['family_floaters']['self'] =0;
// $decoded_policyTerm['family_floaters']['spouse'] =0;
// $decoded_policyTerm['family_floaters']['childrens'] =0;
// $decoded_policyTerm['family_floaters']['parents'] =0;
// $decoded_policyTerm['family_floaters']['parents-in-law'] =0;
// $decoded_policyTerm['family_floaters']['either-parents-pil'] =0;
// $data['policy_terms'] = json_encode($decoded_policyTerm);
// } else {
// $data['policy_terms'] = $policy_terms['policy_terms'];
// }
// }
// dd($data);
$old_client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $id)->first();
$data['updated_by'] = get_session_userid();
// print_r(json_encode($data));die;
$insert = $this->clientPolicyModel->update($id, $data);
$lastQuery = $this->clientPolicyModel->getLastQuery();
// echo '<pre>';
// print_r($data); die;
if ($insert) {
$new_client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $id)->first();
$policy_transaction_data = $this->policyTransactionModel->where('is_active', 1)->where('client_policy_id', $id)->countAllResults();
$clientPoliceData = $this->clientPolicyModel->getClientPolicyByClientId($client_id);
$clientPoliceData['role'] = get_role_id();
// foreach ($clientPoliceData as $key => $value) {
// $clientPoliceData[$key]->policy_start_date = date('d-M-Y', strtotime($value->policy_start_date));
// $clientPoliceData[$key]->policy_end_date = date('d-M-Y', strtotime($value->policy_end_date));
// }
if($policy_transaction_data > 0){
$r = Jobs::addJob(['job_name' => 'updatePolicyTransactionDataWhileClinetPolicyUpdate', 'payload' => [
'old_client_policy_data' => $old_client_policy_data ?? null,
'new_client_policy_data' => $new_client_policy_data ?? null,
]]);
}
return $this->respond(['status' => true, 'code' => 200, 'data' => $clientPoliceData, 'method' => 'EDIT'], 200);
} else {
return $this->respond(['status' => false, 'code' => 404, 'message' => 'no data found'], 200);
@ -1857,6 +1821,146 @@ class ClientController extends AdminController
}
}
public function updatePolicyTransactionDataWhileClinetPolicyUpdate($params)
{
try {
// Basic validation
if (empty($params) || !isset($params['old_client_policy_data']) || empty($params['old_client_policy_data'])) {
$this->myLogger->logme("error", "Old client policy data is missing or empty: " . json_encode(['params' => $params]));
return ['status' => "Failed", 'message' => "Old client policy data is missing or empty", 'data' => $params];
}
if (!isset($params['new_client_policy_data']) || empty($params['new_client_policy_data'])) {
$this->myLogger->logme("error", "New client policy data is missing or empty: " . json_encode(['params' => $params]));
return ['status' => "Failed", 'message' => "New client policy data is missing or empty", 'data' => $params];
}
$old = $params['old_client_policy_data'];
$new = $params['new_client_policy_data'];
$data = [];
// Check differences and prepare update data
$fields_to_check = [
'client_branch_id', 'policy_type', 'insurer_id', 'insurer_branch_id',
'cd_ac_pk', 'policy_end_date', 'policy_start_date', 'tpa_id', 'tpa_branch_id'
];
foreach ($fields_to_check as $field) {
if (isset($new[$field]) && isset($old[$field]) && $new[$field] != $old[$field]) {
$data[$field] = $new[$field];
}
}
if (empty($data)) {
$this->myLogger->logme("error", "No changes detected in client policy update.");
return ['status' => "Failed", 'message' => "No changes detected in policy data."];
}
// Fetch related policy transactions
$policy_transactions = $this->policyTransactionModel
->where('is_active', 1)
->where('client_policy_id', $new['id'])
->findAll();
$updated_pt_ids = [];
if (!empty($policy_transactions)) {
// Update each policy transaction and track affected IDs
foreach ($policy_transactions as $pt) {
$result = $this->policyTransactionModel
->where('id', $pt['id'])
->set($data)
->update();
if ($this->policyTransactionModel->affectedRows() > 0) {
$updated_pt_ids[] = $pt['id'];
}
}
if (empty($updated_pt_ids)) {
$this->myLogger->logme("error", "No policy_transaction records were updated.");
return ['status' => "Failed", 'message' => "No records updated."];
}
// If insurer-related fields are updated, update co-share table as well
if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
$co_share_result = $this->updatePTCoShareTableEntry($policy_transactions, $old, $data);
$this->myLogger->logme("error", "PT co-share update result: " . json_encode($co_share_result));
}
$this->myLogger->logme("error", "Policy transaction(s) updated successfully. Updated IDs: " . json_encode($updated_pt_ids));
return [
'status' => "Success",
'message' => "Policy transaction(s) updated.",
'updated_ids' => $updated_pt_ids
];
} else {
$this->myLogger->logme("error", "No active policy_transaction records found for update.");
return ['status' => "Failed", 'message' => "No active policy_transaction records found."];
}
} catch (\Throwable $e) {
$this->myLogger->logme("error", "Exception during policy_transaction update: " . $e->getMessage());
return [
'status' => "Failed",
'message' => "An error occurred during update.",
'error' => $e->getMessage()
];
}
}
private function updatePTCoShareTableEntry($policy_transaction_data, $old_client_policy_data, $data)
{
$updated_ids = [];
$errors = [];
foreach ($policy_transaction_data as $value) {
$pt_id = $value['id'];
try {
// Find matching rows
$rows = $this->PTCOShareDetailsModel
->where('pt_id', $pt_id)
->where('insurer_id', $old_client_policy_data['insurer_id'])
->where('insurer_branch_id', $old_client_policy_data['insurer_branch_id'])
->where('is_active', 1)
->findAll();
foreach ($rows as $row) {
// Update each row individually
$result = $this->PTCOShareDetailsModel
->where('id', $row['id'])
->set([
'insurer_id' => $data['insurer_id'],
'insurer_branch_id' => $data['insurer_branch_id'],
])
->update();
// Check if the update was successful
if ($this->PTCOShareDetailsModel->affectedRows() > 0) {
$updated_ids[] = $row['id'];
} else {
$errors[] = "No change or failed update for ID {$row['id']}";
}
}
} catch (\Exception $e) {
$errors[] = "Error updating pt_id {$pt_id}: " . $e->getMessage();
}
}
return [
'updated_ids' => $updated_ids,
'errors' => $errors,
];
}
public function uploadVehicleFile()
@ -1989,7 +2093,7 @@ class ClientController extends AdminController
->findAll();
$client_policy_list = $this->clientPolicyModel->getPolicyTypeForPolicyBinding($client_id);
$cd_data = $this->CDMasterModel->where('client_id', $client_id)->where('insurer_id', $insurer_id)->findAll();
$cd_data = $this->CDMasterModel->where('client_id', $client_id)->where('insurer_id', $insurer_id)->where('is_active', 1)->findAll();
// $client_policy_data['policy_end_date'] = date('d/m/Y', strtotime($client_policy_data['policy_end_date']));
$fromDate = new \DateTime($client_policy_data['policy_end_date']);
$fromDate->modify('+1 year');
@ -3900,6 +4004,7 @@ class ClientController extends AdminController
$cdmData = $this->CDMasterModel
->where('client_id', $client)
->where('insurer_id', $insurer)
->where('is_active', 1)
->findAll();
if ($cdmData) {
@ -4684,6 +4789,11 @@ class ClientController extends AdminController
public function sendextraparam()
{
// $data = db_connect()->table('jobs')->where('id', 1677)->get()->getRowArray();
// // dd($data);
// $return = $this->updatePolicyTransactionDataWhileClinetPolicyUpdate(json_decode($data['payload'], true));
// dd($return);
// die;
// $employeeController = new EmployeeController();
// $employeeController->truncateFileData('633');
@ -4699,7 +4809,7 @@ class ClientController extends AdminController
$empServiceController = new EmployeeServiceController();
// $res = $empServiceController->excelFileFormatValidation(['file_id' => '865']);
// $res = $empServiceController->excelFileDataValidation(['file_id' => '865']);
// $res = $empServiceController->employeesSIEnhanceProcess(['file_id' => '829']);
// $res = $empServiceController->employeesSIEnhanceProcess(['file_id' => '978']);
// $res = $empServiceController->employeeDisembark(['file_id' => '858']);
$policyTransactionController = new PolicyTransactionController();
@ -4733,6 +4843,7 @@ class ClientController extends AdminController
// $EmpDataServiceController->importDeletionValidation(['file_id' => 304]); //for live
// $EmpDataServiceController->importSIEnhancementUpdateEndorsementID(['file_id' => 1199]); //for live
// $EmpDataServiceController->importSIEnhancementValidation(['file_id' => 1205]); //for live
// $EmpDataServiceController->importInceptionUpdateTPAandUHID(['file_id' => 214]); //for live
// $result = $this->employeePolicyModel->getDeletionEmployeeDataForExportExcel($batch_data);
// print_rr($result); die;
@ -4757,12 +4868,12 @@ class ClientController extends AdminController
// $EmpDataServiceController->importDeletionUpdateEndorsementID(['file_id' => 171]);
// $EmpDataServiceController->importCorrectionUpdateEndorsementID(['file_id' => 188]);
$params = [
'client_policy_id' => 6090,
'action_type' => "inception",
];
$res = $EmpDataServiceController->makeEntryForBDSPolicyTransaction($params);
dd($res);
// $params = [
// 'client_policy_id' => 6090,
// 'action_type' => "inception",
// ];
// $res = $EmpDataServiceController->makeEntryForBDSPolicyTransaction($params);
// dd($res);
// $array = [
// "employeeIds" => ["12800", "12798", "12797", "12799"],
@ -4798,7 +4909,7 @@ class ClientController extends AdminController
// $returndata = $LeadsController->convertQCRJsonToPolicyTerms($jsonArray, $policy_type, $proposel_name, $insurer_name);
// dd($returndata);
$LeadsController->handleMemberDataGPATotalSumInsurerFromExcel(['lead_id' => 169]);
// $LeadsController->handleMemberDataGPATotalSumInsurerFromExcel(['lead_id' => 169]);
// -----------BDS REPORT CONTROLLER---------------------------------------------------------------------------------

243
app/Controllers/EmpDataServiceController.php
View File

@ -447,7 +447,7 @@ class EmpDataServiceController extends BaseController
];
//for addition and dependent addition adding a ENDORSEMENT NO column
if(in_array($export_data['event_type'], ['addition', 'dependent_addition'])){
if(in_array($export_data['event_type'], ['addition', 'dependent_addition', 'missed_inception'])){
$excel_header_columns[] = [
'column_index' => 18,
'column_name' => 'ENDORSEMENT NO',
@ -1404,7 +1404,7 @@ class EmpDataServiceController extends BaseController
'TOTAL AMOUNT',
];
if(in_array($file['event_type'], ['addition', 'dependent_addition'])){
if(in_array($file['event_type'], ['addition', 'dependent_addition', 'missed_inception'])){
$inceptionHeader[] = 'ENDORSEMENT NO';
}
@ -1566,6 +1566,17 @@ class EmpDataServiceController extends BaseController
}
}
if (in_array($file['event_type'], ['addition', 'dependent_addition', 'missed_inception'])) {
if ($excel_data[$key][18] === null) {
$missing_id[$key][] = [
'row' => $key,
'column' => 18,
'db_data' => "Endorsement ID is Must",
'excel_data' => $excel_data[$key][18]
];
}
}
if ($emp_value['emp_name'] != $excel_data[$key][1]) {
$errors[$key][] = [
@ -1900,6 +1911,27 @@ class EmpDataServiceController extends BaseController
$emp_details[] = array('id' => $result['id'], 'tpa_id' => $value[13], 'uhid' => $value[14]);
}
if(in_array($file['event_type'], ['missed_inception']) && isset($value[18])){
$endorsement_id = $value[18];
$result_for_employees_policy = $this->employeePolicyModel
->select('employee_polices.*')
->join('employees', 'employees.id = employee_polices.employee_id')
->join('emp_endorsement', 'emp_endorsement.employee_id = employees.id') // assuming this is the correct join
->where('employees.emp_code', $emp_code)
->where('employees.name', $name)
->where('employees.client_id', $client_id)
->where('employees.client_branch_id', $client_branch_id)
->where('employee_polices.client_policy_id', $client_policy_id)
->where('employee_polices.is_active', 1)
->where('employee_polices.status', 'active')
->where('employees.is_active', 1)
->where('employees.emp_status', 'active')
->first();
$enrollment_file_id = $result_for_employees_policy['file_id'] ?? null;
}
//for addition and dependent_addition endorsement , endorsement_id update functionality
if(in_array($file['event_type'], ['addition', 'dependent_addition']) && isset($value[18])){
@ -1929,7 +1961,9 @@ class EmpDataServiceController extends BaseController
->first();
if (!empty($result_for_endorsement) && count($result_for_endorsement)) {
$enrollment_file_id = $result_for_endorsement['file_id']; //files table primary key
if(empty($enrollment_file_id)){
$enrollment_file_id = $result_for_endorsement['file_id']; //files table primary key
}
$emp_endorsement_table_data[] = array('id' => $result_for_endorsement['id'], 'group_key' => $result_for_endorsement['group_key'], 'endorsement_id' => $value[18], 'status' => 'complete');
}
}
@ -1945,7 +1979,6 @@ class EmpDataServiceController extends BaseController
if(in_array($file['event_type'], ['addition', 'dependent_addition']) && !empty($emp_endorsement_table_data)){
$this->employeePolicyModel->updateEmpEndorsementAddition($emp_endorsement_table_data);
$this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
}
// Update batch file status and amount
@ -1962,6 +1995,11 @@ class EmpDataServiceController extends BaseController
//update CD transaction entry if only insurer
if ($file['insurer_or_tpa'] == 'insurer') {
if(in_array($file['event_type'], ['addition', 'dependent_addition', 'missed_inception'])){
$this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
}
$this->myLogger->logme('error', 'Inception Update TPA and UHID -- set cashDepositCalculationForInception and sendMailForDownloadingECard in JOB QUEUE');
$policy_name = $this->getPolicyNameUsingClientPolicyId($client_policy_id);
@ -2388,7 +2426,9 @@ class EmpDataServiceController extends BaseController
if (isset($result['id']) && $result['id'] !== null) {
// return $result;
$enrollment_file_id = $result['file_id'];
if(empty($enrollment_file_id)){
$enrollment_file_id = $result['file_id'];
}
if($result['field_name'] == 'dob'){
$value[8] = change_date_format($value[8]);
@ -2967,7 +3007,10 @@ class EmpDataServiceController extends BaseController
if (isset($result['id']) && $result['id'] !== null) {
$enrollment_file_id = $result['file_id'];
if(empty($enrollment_file_id)){
$enrollment_file_id = $result['file_id'];
}
$emp_policy_ids[] = array('id' => $result['emp_policy_id'], 'is_active' => 0);
$employeeIds[] = $result['emp_policy_id'];
$endorsement_details[] = array('id' => $result['id'], 'group_key' => $result['group_key'], 'endorsement_id' => $value[19], 'status' => 'complete');
@ -3472,7 +3515,9 @@ class EmpDataServiceController extends BaseController
if (isset($result['emp_endorsement_primarykey']) && $result['emp_endorsement_primarykey'] !== null) {
$enrollment_file_id = $result['file_id']; //files table primary key
if(empty($enrollment_file_id)){
$enrollment_file_id = $result['file_id']; //files table primary key
}
$employee_policy_table_primaryKey[] = $result['emp_policy_primarykey']; //for cash deposite
$employee_policy_table_data[] = array('id' => $result['emp_policy_primarykey'], 'date_of_exit' => change_date_format($result['date_of_exit']), 'reason_for_exit' => $result['reason_for_exit'], 'claim_status' => $result['claim_status'], 'status' => $result['status']);
// $employees_table_data[] = array('id' => $result['employees_id'], 'emp_status' => $result['status']);
@ -4735,6 +4780,14 @@ class EmpDataServiceController extends BaseController
return ['status' => "Failed", 'message' => "Action type is missing or empty", 'data' => ['params' => $params]];
}
//Function call for if the old policy transaction entries exisit than active the Policy transaction entries
$existing_policy_transaction_entry = $this->retrivePolicyTransactionEntries($params);
if($existing_policy_transaction_entry != false){
return $existing_policy_transaction_entry;
}
//get the policy data
$policy_data = $this->clientPolicyModel
->where('id', $params['client_policy_id'])
->where('is_active', 1)
@ -4745,6 +4798,7 @@ class EmpDataServiceController extends BaseController
return ['status' => "Failed", 'message' => "No policy data found for the given client policy ID", 'data' => ['params' => $params]];
}
//get the leads data
$lead_data = $this->leadsModel
->where('is_policy_created', $params['client_policy_id'])
->where('is_active', 1)
@ -4752,13 +4806,15 @@ class EmpDataServiceController extends BaseController
if (empty($lead_data)) {
$this->myLogger->logme("error", "No lead data found: " . json_encode(['client_policy_id' => $params['client_policy_id']]));
return ['status' => "Failed", 'message' => "No lead data found for the given client policy ID", 'data' => ['params' => $params]];
// return ['status' => "Failed", 'message' => "No lead data found for the given client policy ID", 'data' => ['params' => $params]];
}
$this->myLogger->logme("error", "Constructing policy transaction data: " . json_encode(['policy_data' => $policy_data, 'lead_data' => $lead_data]));
//Function to construct the policy transaction data to insert
$policyTransactionData = $this->constructBDSData($policy_data, $lead_data, $params);
//insert the policy transaction data to othe table
$insert_id = $this->policyTransactionModel->insert($policyTransactionData);
if (!$insert_id) {
@ -4774,20 +4830,23 @@ class EmpDataServiceController extends BaseController
// $this->myLogger->logme("error", "PT Co share data inserted successfully: " . json_encode(['pt_co_share_id' => $pt_co_share_id]));
$lead_installment_data = $this->leadInstallmentPaymentDetailesModel
->select('lead_id, installment_amount, payment_date, utr_no')
->where('lead_id', $lead_data['id'])
->where('is_active', 1)
->findAll();
// get the lead installment data
if (!empty($lead_installment_data) && (isset($params['action_type']) && $params['action_type'] == "inception")) {
$this->myLogger->logme("error", "Found lead installment data: " . json_encode($lead_installment_data));
if(!empty($lead_data)){
$lead_installment_data = $this->leadInstallmentPaymentDetailesModel
->select('lead_id, installment_amount, payment_date, utr_no')
->where('lead_id', $lead_data['id'])
->where('is_active', 1)
->findAll();
$installment_ids = $this->constructInstallmentData($lead_installment_data, $insert_id);
if (!empty($lead_installment_data) && (isset($params['action_type']) && $params['action_type'] == "inception")) {
$this->myLogger->logme("error", "Installment data inserted: " . json_encode(['installment_ids' => $installment_ids]));
}else{
$this->myLogger->logme("error", "Failed to insert Installment data : " . json_encode($params));
$this->myLogger->logme("error", "Found lead installment data: " . json_encode($lead_installment_data));
$installment_ids = $this->constructInstallmentData($lead_installment_data, $insert_id);
$this->myLogger->logme("error", "BDS Installment data inserted ids: " . json_encode(['installment_ids' => $installment_ids]));
}else{
$this->myLogger->logme("error", "Failed to insert Installment data : " . json_encode($params));
}
}
return ['status' => "Success", 'message' => "Policy transaction entry created successfully", 'data' => ['params' => $params, 'insert_id' => $insert_id]];
@ -4804,6 +4863,11 @@ class EmpDataServiceController extends BaseController
private function constructBDSData($policy_data, $lead_data, $params)
{
$action_type_string = $params['action_type'];
if(in_array($params['action_type'], ['dependent_addition', 'missed_inception'])){
$action_type_string = "addition";
}
$policyTransactionData = [
'issuer' => 2,
@ -4834,12 +4898,13 @@ class EmpDataServiceController extends BaseController
'is_cd_reduce_from_bds' => 0,
'client_type_id' => 0,
'status' => "completed",
'action_type' => $params['action_type'] ?? null,
'status' => "co_insurer_pending",
'action_type' => $action_type_string ?? null,
'endorsement_no' => $params['endorsement_no'] ?? null,
'issue_type' => $lead_data['lead_type'] ?? null,
'issue_type' => $lead_data['lead_type'] ?? 1,
'source_client_policy_id' => $lead_data['source_policy_id'] ?? null,
'tsi' => generate_tsi_code($lead_data['lead_type']) ?? null,
'tsi' => generate_tsi_code($lead_data['lead_type'] ?? 1) ?? null,
'installment' => $lead_data['no_of_installment'] ?? null,
];
@ -4877,12 +4942,138 @@ class EmpDataServiceController extends BaseController
}
}
public function retriveBDSPolicyTransactionEntry()
private function retrivePolicyTransactionEntries($params)
{
$policy_transaction_data = $this->policyTransactionModel
->where('is_active', 0)
->where('client_policy_id', $params['client_policy_id']);
if ($params['action_type'] != "inception") {
$policy_transaction_data = $policy_transaction_data->where('endorsement_no', $params['endorsement_no']);
}
$policy_transaction_data = $policy_transaction_data
->where('action_type', $params['action_type'])
->first();
if(empty($policy_transaction_data)){
$this->myLogger->logme("error", "retrive Policy Transaction Entries data not found : " . json_encode(['params' => $params]));
return false;
}
$pt_co_share_data = $this->PTCOShareDetailsModel->where('is_active', 0)->where('pt_id', $policy_transaction_data['id'])->findAll();
if(empty($pt_co_share_data)){
$this->myLogger->logme("error", "PT Co Share Table data not found");
}
$activated_pt_co_share_ids = [];
foreach ($pt_co_share_data as $key => $value) {
$this->PTCOShareDetailsModel->where('id', $value['id'])->set(['is_active' => 1])->update();
$activated_pt_co_share_ids[] = $value['id'];
}
$this->myLogger->logme("error", "Activated pt_co_share_ids : ". json_encode($activated_pt_co_share_ids));
$update_return = $this->policyTransactionModel->where('id', $policy_transaction_data['id'])->set(['is_active' => 1])->update();
if($update_return){
$this->myLogger->logme("error", "Invalid action type: " . json_encode(['params' => $params]));
return ['status' => "Success", 'message' => "Policy transaction entry Retrived successfully", 'data' => ['params' => $params, 'updated_id' => $policy_transaction_data['id']]];
}else{
$this->myLogger->logme("error", "Invalid action type: " . json_encode(['params' => $params]));
return ['status' => "Success", 'message' => "Failed to retrive the policy transaction entry", 'data' => ['params' => $params, 'updated_id' => $policy_transaction_data['id']]];
}
}
public function removeBDSPolicyTransactionEntryFromTruncate($params)
{
if (empty($params) || !isset($params['client_policy_id']) || empty($params['client_policy_id'])) {
$this->myLogger->logme("error", "Invalid parameters provided: " . json_encode(['params' => $params]));
return ['status' => "Failed", 'message' => "Client Policy ID is missing or empty", 'data' => ['params' => $params]];
}
if (!isset($params['file_id']) || empty($params['file_id'])) {
$this->myLogger->logme("error", "File ID is missing or empty : " . json_encode(['params' => $params]));
return ['status' => "Failed", 'message' => "File ID is missing or empty : ", 'data' => ['params' => $params]];
}
if (!isset($params['action_type']) || empty($params['action_type'])) {
$this->myLogger->logme("error", "Invalid action type: " . json_encode(['params' => $params]));
return ['status' => "Failed", 'message' => "Action type is missing or empty", 'data' => ['params' => $params]];
}
if($params['action_type'] != "inception"){
$endorsement_data = $this->endorsementModel
->where('is_active', 1)
->where('client_policy_id', $params['client_policy_id'])
->where('endorsement_type', $params['action_type'])
->where('file_id', $params['file_id'])
->first();
if(empty($endorsement_data)){
$this->myLogger->logme("error", "Endorsement data not found");
return ['status' => "Failed", 'message' => "Endorsement data not found", 'data' => ['params' => $params]];
}
}
$action_type_string = $params['action_type'];
if(in_array($params['action_type'], ['dependent_addition', 'missed_inception'])){
$action_type_string = "addition";
}
$policy_transaction_data = $this->policyTransactionModel
->where('is_active', 1)
->where('client_policy_id', $params['client_policy_id']);
if ($params['action_type'] != "inception") {
$policy_transaction_data = $policy_transaction_data->where('endorsement_no', $endorsement_data['endorsement_no']);
}
$policy_transaction_data = $policy_transaction_data
->where('action_type', $action_type_string)
->first();
if(empty($policy_transaction_data)){
$this->myLogger->logme("error", "Policy transaction data not found");
return ['status' => "Failed", 'message' => "Policy transaction data not found", 'data' => ['params' => $params]];
}
$pt_co_share_data = $this->PTCOShareDetailsModel->where('is_active', 1)->where('pt_id', $policy_transaction_data['id'])->findAll();
if(empty($pt_co_share_data)){
$this->myLogger->logme("error", "PT Co Share Table data not found");
}
$de_activated_pt_co_share_ids = [];
foreach ($pt_co_share_data as $key => $value) {
$this->PTCOShareDetailsModel->where('id', $value['id'])->set(['is_active' => 0])->update();
$de_activated_pt_co_share_ids[] = $value['id'];
}
$this->myLogger->logme("error", "De-activated pt_co_share_ids : ". json_encode($de_activated_pt_co_share_ids));
$update_return = $this->policyTransactionModel->where('id', $policy_transaction_data['id'])->set(['is_active' => 0])->update();
if($update_return){
$this->myLogger->logme("error", "Policy transaction data de-active successfully");
return ['status' => "Success", 'message' => "Policy transaction data Truncated successfully", 'data' => ['params' => $params]];
}else{
$this->myLogger->logme("error", "Failed to de-active policy transaction data");
return ['status' => "Success", 'message' => "Failed to truncated the policy transaction data", 'data' => ['params' => $params]];
}
}
}

14
app/Controllers/EmployeeController.php
View File

@ -1384,6 +1384,13 @@ class EmployeeController extends AdminController
$this->myLogger->logme('error', 'cash_deposite table updated -- cd transaction');
}
//this job for deactive policy transaction and pt co share table entry for BDS Sync
$r = Jobs::addJob(['job_name' => 'removeBDSPolicyTransactionEntryFromTruncate', 'payload' => [
'client_policy_id' => $client_policy_id ?? null,
'file_id' => $file_id ?? null,
'action_type' => $file['action'] ?? null,
]]);
}else{
$this->myLogger->logme('error', '---- There is no data to truncate ----');
@ -1534,6 +1541,13 @@ class EmployeeController extends AdminController
}
//this job for deactive policy transaction and pt co share table entry for BDS Sync
$r = Jobs::addJob(['job_name' => 'removeBDSPolicyTransactionEntryFromTruncate', 'payload' => [
'client_policy_id' => $client_policy_id ?? null,
'file_id' => $file_id ?? null,
'action_type' => $file['action'] ?? null,
]]);
$this->myLogger->logme('error', 'SUCCESSFULLY TRUNCATED');
return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => 'success'], 200);

20
app/Controllers/EmployeeRestController.php
View File

@ -1100,7 +1100,7 @@ class EmployeeRestController extends AdminController
$keysToRemove = ["removable_keys"];
// Retrieve employee policy data by passing the employee primary key
$empPolicy = $this->employeeModel->getEmployeePolicy($id);
// dd($empPolicy);
// dd($empPolicy);
// Retrieve employee and dependents data by passing the employee code
$employeeData = $this->employeeModel->where('emp_code',$emp_code)
->where('client_id',$client_id)
@ -3323,4 +3323,22 @@ class EmployeeRestController extends AdminController
return $this->response->setJSON(['ticket_data' => $ticket_data])->setStatusCode(200);
}
public function getWellnessUrl()
{
$url = "https://aam.mohfw.gov.in/home/login";
if (!empty($url)) {
return $this->respond([
'status' => 'success',
'data' => $url
], 200);
} else {
return $this->respond([
'status' => 'failed',
'message' => 'No link found'
], 200);
}
}
}

15
app/Controllers/EmployeeServiceController.php
View File

@ -153,7 +153,7 @@ class EmployeeServiceController extends AdminController
'is_mandatory' => ['I', 'A', 'DA'],
'data_type' => 'str',
'format' => null,
'allowed_values' => null,
'allowed_values' => ['Self', 'Spouse', 'Son', 'Daughter', 'Father', 'Mother', 'Father in Law', 'Mother in Law'],
'custom' => 'check_relationship',
'params' => ['row', 'relationship', 'policy_terms']
],
@ -1587,9 +1587,17 @@ class EmployeeServiceController extends AdminController
{
$pre_rack_rate_name = $slab_value['rack_rate_name'];
$rack_rate_json = json_decode($slab_value['additional_relationship'], true);
$relationship_array_key = strtolower($employee['relationship']);
$relationship_array_key = strtolower(trim($employee['relationship']));
if(array_key_exists($relationship_array_key, $rack_rate_json) && $rack_rate_json[ strtolower($employee['relationship']) ] != 0 && $rack_rate_json[ strtolower($employee['relationship']) ] != 'NA')
if (in_array($relationship_array_key, ['son', 'daughter'])) {
$relationship_array_key = 'childrens';
} elseif (in_array($relationship_array_key, ['father', 'mother'])) {
$relationship_array_key = 'parents';
} elseif (in_array($relationship_array_key, ['father in law', 'mother in law', 'father-in-law', 'mother-in-law'])) {
$relationship_array_key = 'parents-in-law';
}
if(array_key_exists($relationship_array_key, $rack_rate_json) && $rack_rate_json[$relationship_array_key] != 0 && $rack_rate_json[$relationship_array_key] != 'NA')
{
$applicable_rack_rate_name = $slab_value['rack_rate_name'];
$applicable_rack_rate_master = $slab_value['grid_master'];
@ -1623,6 +1631,7 @@ class EmployeeServiceController extends AdminController
}
$this->fileModel->where('id', $file_id)->set(['status' => 'success','reason' => ''])->update();
$this->myLogger->logme("error",'{file_id} uploaded success',['file_id' => $file_id]);
//set success msg to pull notifications

14
app/Controllers/JobWorker.php
View File

@ -124,8 +124,12 @@ class JobWorker extends AdminController
'handler' => 'App\Controllers\EmpDataServiceController',
],
'makeEntryForBDSPolicyTransaction' => [
'type' => 'CC', // Handler Category
'handler' => 'App\Controllers\EmpDataServiceController',
'type' => 'CC', // Handler Category
'handler' => 'App\Controllers\EmpDataServiceController',
],
'removeBDSPolicyTransactionEntryFromTruncate' => [
'type' => 'CC', // Handler Category
'handler' => 'App\Controllers\EmpDataServiceController',
],
'employeesEnrollmentInsert' => [
'type' => 'CC', // Handler Category
@ -134,7 +138,11 @@ class JobWorker extends AdminController
'calculateMembersDemography' => [
'type' => 'CC', // Handler Category
'handler' => 'App\Controllers\LeadsController',
]
],
'updatePolicyTransactionDataWhileClinetPolicyUpdate' => [
'type' => 'CC', // Handler Category
'handler' => 'App\Controllers\ClientController',
],
];

149
app/Controllers/LeadsController.php
View File

@ -724,6 +724,9 @@ class LeadsController extends BaseController
$data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']);
$data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']);
$data['placement_mail_content'] = $this->transformMailContent($lead_data, $mail_content, 'Placement');
$data['placement_subject'] = $this->transformMailContent($lead_data, $subject, 'Placement');
$data['multi_file_data'] = $this->leadFilesModel->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
$installment_data['installments'] = $this->leadInstallmentPaymentDetails->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
@ -1199,13 +1202,14 @@ class LeadsController extends BaseController
public function constructExcelToSaveTemp($lead_id, $type, $propsal_and_insurer = null)
{
$rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
$is_placement = false;
// dd($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) {
if (in_array($rfq_data['policy_type_id'], [2,3,4,5])) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
@ -1215,9 +1219,9 @@ class LeadsController extends BaseController
'Total Lives' => $rfq_data['incept_no_of_lives'],
'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
'Policy Run Days' => $rfq_data['policy_run_days'],
// 'Policy Run Days' => $rfq_data['policy_run_days'],
];
} else if ($rfq_data['policy_type_id'] == 1) {
} else if (in_array( $rfq_data['policy_type_id'], [1, 6, 7])) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
'No of Employees at Inception' => $rfq_data['incept_emp_count'],
@ -1228,7 +1232,7 @@ class LeadsController extends BaseController
}
} else {
if ($rfq_data['policy_type_id'] == 2) {
if (in_array($rfq_data['policy_type_id'], [2,3,4,5])) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
@ -1256,7 +1260,7 @@ class LeadsController extends BaseController
'Incurred Claims Ratio' => $rfq_data['incurred_claims_ratio'],
'Earned Claims Ratio' => $rfq_data['earned_claims_ratio'],
];
} else if ($rfq_data['policy_type_id'] == 1) {
} else if (in_array( $rfq_data['policy_type_id'], [1, 6, 7])) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
@ -1279,6 +1283,7 @@ class LeadsController extends BaseController
if ($propsal_and_insurer !== null) {
list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
$data = $this->transformProposelData($data, $proposal_key, $insurer_key);
$is_placement = true;
}
} else if ($type == 1) {
$sheetName = 'RFQ';
@ -1382,7 +1387,11 @@ class LeadsController extends BaseController
],
]);
$subheader_count = array_sum(array_map(fn($header) => count($header['subHeaders']), $data['table_data']['headers']));
$subheader_count = $subheader_count - 2;
if($is_placement == false){
$subheader_count = $subheader_count - 2;
}
$headerCount = count($data['table_data']['headers']);
$lastColumn = Coordinate::stringFromColumnIndex($subheader_count);
// dd( $headerCount, $lastColumn);
@ -1428,7 +1437,11 @@ class LeadsController extends BaseController
$subHeaderCount = count($header['subHeaders']); // Number of subheaders for this parent header
// Set parent header value
$sheet->setCellValue("{$startColumn}{$rowNumber}", $header['parentHeader']);
if($is_placement == true && !in_array($header['parentHeader'] , ['Particulars', 'S.No.'])){
$sheet->setCellValue("{$startColumn}{$rowNumber}", "Terms");
}else{
$sheet->setCellValue("{$startColumn}{$rowNumber}", $header['parentHeader']);
}
$sheet->getStyle("{$startColumn}{$rowNumber}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
@ -1448,7 +1461,7 @@ class LeadsController extends BaseController
// Add subheaders
foreach ($header['subHeaders'] as $subHeader) {
if($type == 2){
if($type == 2 && $is_placement == false){
$sheet->setCellValue("{$columnLetter}{$subHeaderRow}", $subHeader);
}
@ -1458,13 +1471,16 @@ class LeadsController extends BaseController
$sheet->getColumnDimension('A')->setWidth(10);
}
$sheet->getStyle("{$columnLetter}{$subHeaderRow}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
if($is_placement == false){
$sheet->getStyle("{$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
}
}
@ -1485,7 +1501,12 @@ class LeadsController extends BaseController
$sheet->getRowDimension($rowNumber)->setRowHeight(25); // Header row height
$sheet->getRowDimension($subHeaderRow)->setRowHeight(20); // Subheader row height
$rowNumber = $subHeaderRow + 2;
if($is_placement == true){
$rowNumber = $subHeaderRow;
}else{
$rowNumber = $subHeaderRow + 2;
}
// dd($rowNumber);
$column_data = $data['table_data']['data'];
$serial_no = 1;
$maxColumnWidths = [];
@ -1521,7 +1542,7 @@ class LeadsController extends BaseController
],
]);
//premium data
if ($type == 2) {
$rowNumber += 2;
@ -1558,9 +1579,14 @@ class LeadsController extends BaseController
$rowNumber++;
}
$prevColumn3 = $this->getPreviousColumn($columnLetter, 2);
if($is_placement == true){
$prevColumn3 = $this->getPreviousColumn($columnLetter);
}else{
$prevColumn3 = $this->getPreviousColumn($columnLetter, 2);
}
$premiumRange = "B" . ($rowNumber - 4) . ":" . "{$prevColumn3}" . ($rowNumber - 1);
// dd($premiumRange);
$sheet->getStyle($premiumRange)->applyFromArray([
'borders' => [
'allBorders' => [
@ -1575,7 +1601,11 @@ class LeadsController extends BaseController
//set imgage and align the row and column
// Kint::dump($columnLetter);
if($type == 2){
$columnLetter_img = $this->getPreviousColumn($columnLetter, 2);
if($is_placement == true){
$columnLetter_img = $this->getPreviousColumn($columnLetter);
}else{
$columnLetter_img = $this->getPreviousColumn($columnLetter, 2);
}
}else{
$columnLetter_img = $this->getPreviousColumn($columnLetter);
}
@ -1667,7 +1697,7 @@ class LeadsController extends BaseController
// Set filename
$string = ($type == 2) ? 'QCR' : 'RFQ';
$string = ($type == 2) ? ( $is_placement == true ? 'Placement' : 'QCR') : 'RFQ';
$current_year = date('Y');
$next_year = $current_year + 1;
$policy_year = "$current_year-$next_year";
@ -2163,6 +2193,13 @@ class LeadsController extends BaseController
$mail_subject = $params['subject'];
$attachment_file_ids = $params['selected_attachment_files'];
$from_mail = getenv('email.fromEmail');
if(in_array($recipient_type ,['placement', 'insurer', 'internal'])){
$from_mail = "im@nhanceindia.in";
}else if(in_array($recipient_type, ['client'])){
$from_mail = "bs@nhanceindia.in";
}
$result_data = [];
// dd($recipient_mail);
if ($recipient_type == 'insurer' && (!is_array($recipient_mail) || count($recipient_mail) == 0)) {
@ -2348,7 +2385,7 @@ class LeadsController extends BaseController
$string = implode(", ", $cc_mails);
$bcc_string = implode(", ", $bcc_mails);
$res = MailHelper::send_email(['mail' => $recipient['email'], 'cc' => $string, 'subject' => $subject, 'message' => $message, 'attachments' => $attachments, 'reply_to' => $reply_to, 'bcc' => $bcc_string]);
$res = MailHelper::send_email(['from_mail' => $from_mail, 'mail' => $recipient['email'], 'cc' => $string, 'subject' => $subject, 'message' => $message, 'attachments' => $attachments, 'reply_to' => $reply_to, 'bcc' => $bcc_string]);
// !dd($res);
$result_data[] = ['mail' => $recipient['email'], 'status' => $res];
}
@ -2367,8 +2404,8 @@ class LeadsController extends BaseController
$data = [
'proposel_data' => json_encode($lead_update_data),
'status' => 'won',
'placement_date' => date('Y-m-d', strtotime($params['placement_date']) ?? "") ?? null,
'payment_date' => date('Y-m-d', strtotime($params['payment_date'] ?? "")) ?? null,
'placement_date' => !empty($params['placement_date']) ? change_date_format($params['placement_date']) : null,
'payment_date' => !empty($params['payment_date']) ? change_date_format($params['payment_date']) : null,
'utr_no' => $params['utr_no'] ?? null,
'is_cd' => $params['is_cd'] ?? null ,
'premium_amount' => $params['premium_amount'] ?? null,
@ -2483,7 +2520,7 @@ class LeadsController extends BaseController
$headerData[] = [
'parentHeader' => $header['parentHeader'],
'subHeaders' => [
'Quote Asked', // Default value
// 'Quote Asked', // Default value
$subHeader // Matched insurer key
]
];
@ -2519,15 +2556,16 @@ class LeadsController extends BaseController
];
}
// Include Proposal with Quote Asked by default
if ($item['parentth'] === $proposel && $item['subth'] === "Quote Asked") {
$result['data'][] = [
"parentth" => $item['parentth'],
"subth" => $item['subth'],
"value" => $item['value'],
"input_value" => $item['input_value']
];
}
// Include Proposal with Quote Asked by default
/* For proposel do not remove it */
// if ($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'] === $insurer) {
@ -2548,7 +2586,7 @@ class LeadsController extends BaseController
foreach ($data['premium_data']['data'] as $key => $value) {
if ($key === $proposel) {
$premiumData[$key]['Quote Asked'] = $value['Quote Asked'];
// $premiumData[$key]['Quote Asked'] = $value['Quote Asked'];
$premiumData[$key][$insurer] = $value[$insurer];
}
}
@ -4113,32 +4151,63 @@ class LeadsController extends BaseController
public function handleMultiFileAttachments($json_string, $lead_id)
{
log_message('error', 'handleMultiFileAttachments called with lead_id: ' . $lead_id);
$attachments = [];
if (!empty($json_string)) {
log_message('error', 'json_string is not empty');
$fileIds = json_decode($json_string, true);
log_message('error', 'Decoded fileIds: ' . print_r($fileIds, true));
$lead_file_path = WRITEPATH . 'uploads/lead_files/';
log_message('error', 'Lead file path: ' . $lead_file_path);
foreach ($fileIds as $id) {
$lead_file = $this->leadFilesModel->where('lead_id', $lead_id)->where('id', $id)->where('is_active', 1)->first();
log_message('error', 'Processing file ID: ' . $id);
$lead_file = $this->leadFilesModel
->where('lead_id', $lead_id)
->where('id', $id)
->where('is_active', 1)
->first();
if ($lead_file) {
log_message('error', 'Found lead file: ' . print_r($lead_file, true));
$fullPath = $lead_file_path . $lead_file['file_name'];
log_message('error', 'Full file path: ' . $fullPath);
if (file_exists($fullPath) && !empty($fileName)) {
$attachments[] = [
'fileName' => $lead_file['file_name'],
'filePath' => $fullPath
];
if (file_exists($fullPath)) {
log_message('error', 'File exists at path: ' . $fullPath);
if (!empty($lead_file['file_name'])) {
log_message('error', 'File name is not empty: ' . $lead_file['file_name']);
$attachments[] = [
'fileName' => $lead_file['file_name'],
'filePath' => $fullPath
];
} else {
log_message('warning', 'File name is empty for ID: ' . $id);
}
} else {
log_message('warning', 'File does not exist at path: ' . $fullPath);
}
} else {
log_message('warning', 'No active lead file found for ID: ' . $id . ' and lead_id: ' . $lead_id);
}
}
} else {
log_message('error', 'json_string is empty');
}
log_message('error', 'Attachments prepared: ' . print_r($attachments, true));
return $attachments;
}
public function handleMemberDataGPATotalSumInsurerFromExcel($params)
{
$lead_id = $params['lead_id'];

7
app/Controllers/TicketController.php
View File

@ -1576,14 +1576,21 @@ class TicketController extends BaseController
$statusMapping = json_decode($incoming_form_values['extra_fields_array_for_validate']);
foreach ($statusMapping as $status => $requiredFields) {
// Ensure requiredFields is an array
if (!is_array($requiredFields)) {
$requiredFields = [$requiredFields];
}
// Check if all required fields exist and are not empty in the incoming form values
$allFieldsMatched = true;
foreach ($requiredFields as $field) {
if(in_array($field, ['approved_description'])){
continue;
}
if (!isset($incoming_form_values[$field]) || empty($incoming_form_values[$field])) {
$allFieldsMatched = false;
break;

4
app/Helpers/excel_util_helper.php
View File

@ -1769,7 +1769,7 @@ if(!function_exists('check_dup_mobileno'))
{
foreach($existing_mobilenos as $k => $value)
{
if ($row['12'] == $value['mobile']) {
if (strtolower($row['5']) == 'self' && $row['12'] == $value['mobile']) {
return array('status' => false,'error' => "Duplicate Mobile No");
// break;
}
@ -1784,7 +1784,7 @@ if(!function_exists('check_dup_email'))
{
foreach($existing_mobilenos as $k => $value)
{
if ($row['13'] == $value['email_corporate']) {
if (strtolower($row['5']) == 'self' && $row['13'] == $value['email_corporate']) {
return array('status' => false,'error' => "Duplicate Email");
// break;
}

1
app/Models/ClientPolicyModel.php
View File

@ -180,6 +180,7 @@ class ClientPolicyModel extends Model
->join('cd_master', 'cd_master.insurer_id = insurers.id AND cd_master.client_id = client_policy.client_id')
->where('client_policy.client_id', $id)
->where('cd_master.id = client_policy.cd_ac_pk')
->where('cd_master.is_active', 1)
->groupBy('client_policy.insurer_id')
->groupBy('client_policy.client_id', $id) // Group by insurer_id
->get()

1
app/Models/EndorsementModel.php
View File

@ -24,6 +24,7 @@ class EndorsementModel extends Model
'created_at',
'updated_by',
'updated_at',
'file_id',
'is_active'
];

59
app/Views/leads_form_handler.php
View File

@ -848,18 +848,25 @@ if (isset($selected_lead_type)) {
}
function waitForDropdownValue(selector, value, callback, retries = 20) {
const trySet = () => {
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
const $el = $(selector);
if ($el.find(`option[value="${value}"]`).length > 0) {
$el.val(value).trigger('change');
callback();
} else if (retries > 0) {
setTimeout(() => trySet(selector, value, callback, retries - 1), 300);
setTimeout(trySet, 300); // retry without re-passing arguments
retries--;
} else {
console.warn(`Value ${value} not found for ${selector}`);
callback(); // Proceed anyway to avoid hanging
}
};
trySet();
}
@ -867,41 +874,42 @@ if (isset($selected_lead_type)) {
let lead_type = data.lead_type || null;
waitForDropdownValue('#client_id', data.client_id || '', () => {
if (lead_type == 3) {
$('#client_id').prepend($('<option>', {
value: 'add_client',
text: '+ Add Client'
}));
// Add "+ Add Client" option if not already present
if ($('#client_id option[value="add_client"]').length === 0) {
$('#client_id').prepend($('<option>', {
value: 'add_client',
text: '+ Add Client'
}));
}
console.log("trying to remove required ");
$("#source_policy_id").prop("required",false);
$("#source_policy_id").closest("div") .find("label .text-danger").remove();
console.log("Trying to remove 'required' attribute and asterisk");
$("#source_policy_id").prop("required", false);
$("#source_policy_id").closest("div").find("label .text-danger").remove();
} else if (lead_type != 3) {
$("#source_policy_id").prop("required",true);
$("#source_policy_id").prop("required", true);
} else {
// Check if the asterisk doesn't already exist, then add it
let $label = $("#source_policy_id")
.closest("div")
.find("label");
if(lead_type == 2){
$("#source_policy_id").prop("required", true);
}else{
$("#source_policy_id").prop("required", false);
}
// Add asterisk if not present
let $label = $("#source_policy_id").closest("div").find("label");
if ($label.find(".text-danger").length === 0) {
$label.append(' <span class="text-danger">*</span>');
}
var addOption = $('#client_id option[value="add_client"]');
if (addOption.length > 0) {
addOption.remove();
}
console.log("rying to remove required and option removed from client")
// Remove "+ Add Client" option if exists
$('#client_id option[value="add_client"]').remove();
console.log("Set 'required' for source_policy_id and removed add_client option if present");
}
waitForDropdownValue('#client_branch_id', data.client_branch_id || '', () => {
// Fill other fields once both dropdowns are ready
// Fill other form fields
$('#source_policy_id').val(data.source_policy_id || '');
$('#source_policy_end_date').val(data.source_policy_end_date || '');
$('#source_policy_start_date').val(data.source_policy_start_date || '');
@ -917,9 +925,10 @@ if (isset($selected_lead_type)) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
$(".loss_date").each(function () {
flatpickr(this, {
dateFormat: "d-m-Y",
dateFormat: "d-m-Y"
});
});
});

52
app/Views/newClientModal.php
View File

@ -149,8 +149,13 @@
// If GST is currently validating, wait for it to complete
if (isGSTValidating) {
toastr.info('Please wait while we validate your GST number...', 'Validating');
return;
if($('#Owner_type').val() == 1){
toastr.info('Please wait while we validate your GST number...', 'Validating');
return;
}else if ($('#client_type').val() == 1){
toastr.info('Please wait while we validate your GST number...', 'Validating');
return;
}
}
// If GST validation failed, prevent submission
@ -171,14 +176,30 @@
$('#aadhar').attr('data-parsley-required', 'false');
$('#aadhar').removeAttr('required');
if($('#Owner_type').val() == 2){
$('#gst').removeAttr('required');
}
isClientFormSubmitting = true;
var isValid = $('#client_form').parsley().validate();
if (!isValid) {
console.log('Form is Empty', 'Warning');
return ;
if (!isValid) {
var emptyFieldIds = [];
$('#client_form').parsley().fields.forEach(function(field) {
if (!field.isValid()) {
var elem = field.$element;
var id = elem.attr('id') || elem.attr('name');
emptyFieldIds.push(id);
}
});
console.log('Empty/Invalid Fields:', emptyFieldIds);
return;
}
form_action = '<?= base_url("util/createClientWithMinimalData"); ?>';
$('.loader').fadeIn();
@ -212,24 +233,22 @@
if(form_type != 1){
setTimeout(function(){
$('#client_id').val(res.client_id).change();
$('#client_id').prepend($('<option>', {
value: 'add_client',
text: '+ Add Client'
}));
setTimeout(function(){
$('#client_branch_id').val(res.branch_id).change();
// try {
// setTimeout(function () {(res.branch_id)},1000);
// }catch (e) {
// console.error('Error calling getBranchData:', e); // optional logging
// }
}, 1000)
}, 2000)
}else{
toastr.error("Couldn't Add Client","Error");
console.log("Couldn't Add Client","Error");
}
toastr.success(res.message, 'Success');
@ -249,7 +268,16 @@
$('#client_form').removeAttr('data-id');
// Load form data into #vehicle_form from localStorage
setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData");
setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData", res.client_id);
setTimeout(function(){
$('#owner').val(res.client_id).change();
$('#owner_branch').val(res.branch_id).change();
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, 2000)
}
isClientFormSubmitting = false;

12
app/Views/policy_transaction_endorsement_form.php
View File

@ -774,7 +774,7 @@ $("#endorsement_form_id").submit(function(event) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
console.log('inception_form_response', res)
console.log('ENDORSEMENT FOR SUBMIT RESPONSE : ', res);
if (res.status == true) {
toastr.success(res.message, 'Success');
@ -2315,9 +2315,13 @@ function getURLParamsForReport()
function onlyNumbers(event)
{
var charcode;
charcode = event.which || event.keyCode;
if (charcode >= 48 && charcode <= 57 || charcode == 46) return true;
var charcode = event.which || event.keyCode;
// Allow: 0-9 (48-57), dot (46), minus (45)
if ((charcode >= 48 && charcode <= 57) || charcode === 46 || charcode === 45) {
return true;
}
return false;
}

13
app/Views/policy_transaction_inception_form.php
View File

@ -1315,10 +1315,12 @@ $(document).ready(function(){
$('#name').prop('required', false);
$('#mobile').prop('required', false);
$('#gst').prop('required', false);
$('#email').prop('required', false);
$('#dob').prop('required', true);
$('#phone').prop('required', true);
$('#email').prop('required', true);
$('#email2').prop('required', true);
$('#aadhar').prop('required', true);
} else {
@ -1332,10 +1334,11 @@ $(document).ready(function(){
$('#name').prop('required', true);
$('#mobile').prop('required', true);
$('#gst').prop('required', true);
$('#email').prop('required', true);
$('#dob').prop('required', false);
$('#phone').prop('required', false);
$('#email').prop('required', false);
$('#email2').prop('required', false);
$('#aadhar').prop('required', false);
}
@ -3601,10 +3604,11 @@ $('#client_type').change(function() {
$('#name').prop('required', false);
$('#mobile').prop('required', false);
$('#gst').prop('required', false);
$('#email').prop('required', false);
$('#dob').prop('required', true);
$('#phone').prop('required', true);
$('#email').prop('required', true);
$('#email2').prop('required', true);
$('#aadhar').prop('required', true);
$('#owner_branch').prop('required', false);
@ -3627,10 +3631,11 @@ $('#client_type').change(function() {
$('#name').prop('required', true);
$('#mobile').prop('required', true);
$('#gst').prop('required', true);
$('#email').prop('required', true);
$('#dob').prop('required', false);
$('#phone').prop('required', false);
$('#email').prop('required', false);
$('#email2').prop('required', false);
$('#aadhar').prop('required', false);
$('#owner_branch').prop('required', true);

36
app/Views/ticket_form_gmc.php
View File

@ -480,6 +480,7 @@
var doa = flatpickr("#doa", {
dateFormat: "d/m/Y",
allowInput: false,
maxDate: "today",
onChange: function(selectedDates) {
let selectedDOA = selectedDates[0]; // Get selected DOA date
dod.set("minDate", selectedDOA); // Set DOD minDate to DOA
@ -488,35 +489,43 @@
var dod = flatpickr("#dod", {
dateFormat: "d/m/Y",
allowInput: false
allowInput: false,
maxDate: "today"
});
flatpickr("#raised_date", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
flatpickr("#registration_date", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
flatpickr("#query_received_date", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
flatpickr("#denial_date", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
flatpickr("#approved_date", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
flatpickr("#settled_date", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
flatpickr("#pay_initiate_date", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
@ -633,6 +642,29 @@
$field.prop('required', true);
}
}
let extrafieldsArray = $('#extra_fields_array_for_validate').val();
try {
extrafieldsArray = JSON.parse(extrafieldsArray);
// Keep only the entry for the current claim_status_id
extrafieldsArray = {
[selectedVal]: extrafieldsArray[selectedVal]
};
console.log('Filtered extrafieldsArray:', extrafieldsArray);
extrafieldsArray = JSON.stringify(extrafieldsArray);
console.log('Filtered extrafieldsArray string:', extrafieldsArray);
$('#extra_fields_array_for_validate').val(extrafieldsArray);
} catch (error) {
console.error("Invalid JSON format in extra_fields_array_for_validate:", error);
return;
}
});
function claimStatusFieldChanges(fields) {
@ -1080,6 +1112,7 @@
console.log("doa not found, initializing");
doa = flatpickr("#doa", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false,
onChange: function(selectedDates) {
let selectedDOA = selectedDates[0]; // Get selected DOA date
@ -1089,6 +1122,7 @@
});
var dod = flatpickr("#dod", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
} else {

8
app/Views/ticket_form_gpa.php
View File

@ -364,21 +364,25 @@
$("#emp_client_policy").select2();
date_of_join = flatpickr("#date_of_join", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
dob = flatpickr("#dob", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
var date_of_incep = flatpickr("#date_of_incep", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
date_of_accident = flatpickr("#date_of_accident", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false,
onChange: function(selectedDates) {
let selectedDOA = selectedDates[0]; // Get selected DOA date
@ -389,20 +393,24 @@
date_of_death = flatpickr("#date_of_death", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
date_of_intimat = flatpickr("#date_of_intimat", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
flatpickr("#approved_date", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});
flatpickr("#settled_date", {
dateFormat: "d/m/Y",
maxDate: "today",
allowInput: false
});

23
app/Views/view_rfq.php
View File

@ -588,7 +588,7 @@
<div class="form-group col-md-12">
<label for="subject">Subject</label>
<input type="text" class="form-control" id="placement_subject" name="placement_subject" value="<?= isset($subject) ? $subject : " " ?>" placeholder="Enter Subject">
<input type="text" class="form-control" id="placement_subject" name="placement_subject" value="<?= isset($placement_subject) ? $placement_subject : " " ?>" placeholder="Enter Subject">
</div>
</div>
@ -596,7 +596,7 @@
<div class="form-row">
<div class="form-group col-md-12">
<label for="mail_content">Mail Content</label>
<textarea id="placement_mail_content" class="form-control" name="placement_mail_content" rows="3"><?= isset($mail_content) ? $mail_content : " " ?></textarea>
<textarea id="placement_mail_content" class="form-control" name="placement_mail_content" rows="3"><?= isset($placement_mail_content) ? $placement_mail_content : " " ?></textarea>
</div>
</div>
@ -861,12 +861,25 @@
<script>
$(document).ready(function () {
setInterval(function () {
submitData(1);
}, 20000);
console.log("Document ready");
let lead_status = '<?= isset($lead_data['status']) ? $lead_data['status'] : '' ?>';
console.log('Lead status retrieved:', lead_status);
if (lead_status != "won") {
console.log("Lead status is not 'won', setting interval for submitData");
setInterval(function () {
console.log("Calling submitData(1) at 20-second interval");
submitData(1);
}, 20000);
} else {
console.log("Lead status is 'won', submitData will not be called");
}
});
const openDialogBtn = document.getElementById('openDialogBtn');
const closeDialogBtn = document.getElementById('closeDialogBtn');

4
app/Views/view_rfq_non_eb.php
View File

@ -524,7 +524,7 @@
<div class="form-group col-md-12">
<label for="subject">Subject</label>
<input type="text" class="form-control" id="placement_subject" name="placement_subject" value="<?= isset($subject) ? $subject : " " ?>" placeholder="Enter Subject">
<input type="text" class="form-control" id="placement_subject" name="placement_subject" value="<?= isset($placement_subject) ? $placement_subject : " " ?>" placeholder="Enter Subject">
</div>
</div>
@ -532,7 +532,7 @@
<div class="form-row">
<div class="form-group col-md-12">
<label for="mail_content">Mail Content</label>
<textarea id="placement_mail_content" class="form-control" name="placement_mail_content" rows="3"><?= isset($mail_content) ? $mail_content : " " ?></textarea>
<textarea id="placement_mail_content" class="form-control" name="placement_mail_content" rows="3"><?= isset($placement_mail_content) ? $placement_mail_content : " " ?></textarea>
</div>
</div>