MERGE_LIVE_BUG_FIXES

This commit is contained in:
Ubuntu 2026-07-10 11:41:29 +05:30
commit 12462ddc68
21 changed files with 3121 additions and 872 deletions

View File

@ -0,0 +1,413 @@
<?php
namespace App\Commands;
use App\Libraries\TPAClaimsImportServices\IciciClaimImportService;
use CodeIgniter\CLI\BaseCommand;
use CodeIgniter\CLI\CLI;
/**
* Temporary dry-run helper for ICICI existing-ticket status update logic.
*
* Usage:
* php spark tpa:test-icici-status --scenario
* php spark tpa:test-icici-status --scenario --apply
* php spark tpa:test-icici-status 68
* php spark tpa:test-icici-status 68 --apply
*/
class TestIciciStatusUpdate extends BaseCommand
{
protected $group = 'TPA';
protected $name = 'tpa:test-icici-status';
protected $description = 'Dry-run / apply ICICI existing ticket status update logic';
protected $usage = 'tpa:test-icici-status [file_id] [--scenario] [--apply] [--new-status STATUS]';
protected $arguments = [
'file_id' => 'Optional claim_dump_files.id to process',
];
protected $options = [
'--scenario' => 'Seed a controlled pending dump row for one existing ICICI ticket and test status update',
'--apply' => 'Actually run runTicketMasterInsert (default is map-only dry-run)',
'--new-status' => 'Dump status string to use in scenario (default: REJECTED)',
];
public function run(array $params)
{
helper('utility_helper');
$db = db_connect();
$iciciTpaId = (int) env('ICICI_PRIMARY_KEY_CONSTANT');
$fileId = $this->resolveFileId($params);
$apply = $this->hasFlag('apply');
$scenario = $this->hasFlag('scenario');
$newStatus = $this->resolveOptionValue('new-status', 'REJECTED');
CLI::write("ICICI_PRIMARY_KEY_CONSTANT = {$iciciTpaId}", 'yellow');
CLI::write('Parsed args: file_id=' . $fileId . ', apply=' . ($apply ? 'yes' : 'no') . ', scenario=' . ($scenario ? 'yes' : 'no') . ', new_status=' . $newStatus, 'yellow');
if ($scenario) {
$fileId = $this->seedScenario($db, $iciciTpaId, $newStatus);
if ($fileId <= 0) {
return;
}
}
if ($fileId <= 0) {
$recent = $db->table('claim_dump_files')
->select('id, tpa_id, client_id, client_policy_id, file_name, status, created_at')
->where('tpa_id', $iciciTpaId)
->orderBy('id', 'DESC')
->limit(10)
->get()
->getResultArray();
CLI::write('No --file_id provided. Recent ICICI claim_dump_files:', 'cyan');
if (empty($recent)) {
CLI::error('No ICICI claim dump files found.');
$this->printMatchPreview($db, $iciciTpaId);
return;
}
foreach ($recent as $row) {
CLI::write(json_encode($row));
}
CLI::newLine();
CLI::write('Controlled scenario test:', 'green');
CLI::write(' php spark tpa:test-icici-status --scenario');
CLI::write(' php spark tpa:test-icici-status --scenario --apply');
CLI::write('Existing file (use positional file_id):');
CLI::write(' php spark tpa:test-icici-status 68');
CLI::write(' php spark tpa:test-icici-status 68 --apply');
$this->printMatchPreview($db, $iciciTpaId);
return;
}
$file = $db->table('claim_dump_files')->where('id', $fileId)->get()->getRowArray();
if (empty($file)) {
CLI::error("claim_dump_files id={$fileId} not found");
return;
}
CLI::write('File: ' . json_encode([
'id' => $file['id'],
'tpa_id' => $file['tpa_id'],
'status' => $file['status'],
'file_name' => $file['file_name'],
'client_policy_id' => $file['client_policy_id'],
]), 'cyan');
if ((int) $file['tpa_id'] !== $iciciTpaId) {
CLI::error("File tpa_id={$file['tpa_id']} is not ICICI ({$iciciTpaId}). Aborting.");
return;
}
$pendingDump = $db->table('claims_dump_icici')
->where('file_id', $fileId)
->where('is_active', 1)
->where('ticket_id IS NULL', null, false)
->where('master_reject_reason IS NULL', null, false)
->countAllResults();
CLI::write("Pending dump rows for mapClaimMasterData: {$pendingDump}", 'yellow');
$service = new IciciClaimImportService();
if ($apply) {
CLI::write('APPLY mode: running runTicketMasterInsert...', 'light_red');
$pendingBefore = $db->table('claims_dump_icici')
->select('id, ticket_id, master_reject_reason, updated_status, employee_member_id, uhid, claimed_amount, doa')
->where('file_id', $fileId)
->where('is_active', 1)
->get()
->getResultArray();
CLI::write('Dump rows BEFORE: ' . json_encode($pendingBefore, JSON_PRETTY_PRINT));
$result = $service->runTicketMasterInsert(['file_id' => $fileId]);
CLI::write('Result: ' . json_encode($result, JSON_PRETTY_PRINT));
$pendingAfter = $db->table('claims_dump_icici')
->select('id, ticket_id, master_reject_reason, updated_status, employee_member_id, uhid, claimed_amount, doa')
->where('file_id', $fileId)
->where('is_active', 1)
->get()
->getResultArray();
CLI::write('Dump rows AFTER: ' . json_encode($pendingAfter, JSON_PRETTY_PRINT));
$ticketIds = array_values(array_filter(array_column($pendingAfter, 'ticket_id')));
if (!empty($ticketIds)) {
$ticketsAfter = $db->table('ticket_master')
->select('id, claim_status_id, claim_dump_ref_id, emp_code, tpa_no, claim_amount, doa')
->whereIn('id', $ticketIds)
->get()
->getResultArray();
CLI::write('Linked tickets AFTER: ' . json_encode($ticketsAfter, JSON_PRETTY_PRINT));
}
return;
}
CLI::write('DRY-RUN mode: calling mapClaimMasterData only (no DB writes)...', 'green');
$ref = new \ReflectionClass($service);
$method = $ref->getMethod('mapClaimMasterData');
$method->setAccessible(true);
$mapped = $method->invoke($service, $fileId);
if (empty($mapped['status'])) {
CLI::error('mapClaimMasterData failed: ' . ($mapped['message'] ?? 'unknown'));
if (!empty($mapped['error_data'])) {
CLI::write(json_encode($mapped['error_data'], JSON_PRETTY_PRINT));
}
return;
}
$inserts = $mapped['mapped_array'] ?? [];
$rejects = $mapped['rejected_reason_array'] ?? [];
$updates = $mapped['status_update_array'] ?? [];
CLI::newLine();
CLI::write('=== RESULT COUNTS ===', 'yellow');
CLI::write('New tickets to insert : ' . count($inserts));
CLI::write('Status updates (existing) : ' . count($updates));
CLI::write('Rejected / skipped rows : ' . count($rejects));
CLI::newLine();
CLI::write('=== STATUS UPDATE ARRAY ===', 'cyan');
CLI::write(empty($updates) ? '(none)' : json_encode($updates, JSON_PRETTY_PRINT));
CLI::newLine();
CLI::write('=== REJECT / SKIP REASONS (first 20) ===', 'cyan');
CLI::write(json_encode(array_slice($rejects, 0, 20), JSON_PRETTY_PRINT));
if (!empty($updates)) {
CLI::newLine();
CLI::write('Ticket fields BEFORE update:', 'yellow');
$ids = array_column($updates, 'id');
$before = $db->table('ticket_master')
->select('id, emp_code, tpa_no, claim_amount, doa, claim_status_id, claim_dump_ref_id, file_id')
->whereIn('id', $ids)
->get()
->getResultArray();
CLI::write(json_encode($before, JSON_PRETTY_PRINT));
}
CLI::newLine();
CLI::write('To apply for real:', 'green');
CLI::write(" php spark tpa:test-icici-status {$fileId} --apply");
}
private function resolveFileId(array $params): int
{
if (!empty($params['file_id'])) {
return (int) $params['file_id'];
}
if (!empty($params[0]) && is_numeric($params[0])) {
return (int) $params[0];
}
// Fallback for --file_id=68 / --file_id 68 (CI option parsing can miss these)
$argv = $_SERVER['argv'] ?? [];
foreach ($argv as $i => $arg) {
if (preg_match('/^--file[_-]id=(.+)$/', (string) $arg, $m)) {
return (int) $m[1];
}
if (in_array($arg, ['--file_id', '--file-id'], true) && isset($argv[$i + 1])) {
return (int) $argv[$i + 1];
}
}
$opt = CLI::getOption('file_id') ?? CLI::getOption('file-id');
return (int) ($opt ?? 0);
}
private function hasFlag(string $name): bool
{
if (CLI::getOption($name) !== null) {
return true;
}
$argv = $_SERVER['argv'] ?? [];
return in_array('--' . $name, $argv, true);
}
private function resolveOptionValue(string $name, string $default): string
{
$opt = CLI::getOption($name);
if (is_string($opt) && $opt !== '') {
return $opt;
}
$argv = $_SERVER['argv'] ?? [];
foreach ($argv as $i => $arg) {
if (preg_match('/^--' . preg_quote($name, '/') . '=(.+)$/', (string) $arg, $m)) {
return trim($m[1]);
}
if ($arg === '--' . $name && isset($argv[$i + 1]) && strpos((string) $argv[$i + 1], '--') !== 0) {
return (string) $argv[$i + 1];
}
}
return $default;
}
/**
* Create a temporary claim_dump_files + one pending claims_dump_icici row
* matching an existing ticket, with a different dump status.
*/
private function seedScenario($db, int $iciciTpaId, string $newStatus): int
{
CLI::write("Seeding controlled ICICI status-update scenario (new_status={$newStatus})...", 'cyan');
$ticket = $db->table('ticket_master')
->select('id, client_id, client_policy_id, emp_code, tpa_no, claim_amount, doa, claim_status_id, claim_dump_ref_id, tpa_id')
->where('tpa_id', $iciciTpaId)
->where('is_active', 1)
->where('emp_code IS NOT NULL', null, false)
->where('tpa_no IS NOT NULL', null, false)
->where('claim_amount IS NOT NULL', null, false)
->where('doa IS NOT NULL', null, false)
->orderBy('id', 'DESC')
->get()
->getRowArray();
if (empty($ticket)) {
// Fall back to any ticket, then override tpa matching by using that ticket's keys
$ticket = $db->table('ticket_master')
->select('id, client_id, client_policy_id, emp_code, tpa_no, claim_amount, doa, claim_status_id, claim_dump_ref_id, tpa_id')
->where('is_active', 1)
->where('claim_created_by', 'DUMP_TPA')
->where('emp_code IS NOT NULL', null, false)
->where('tpa_no IS NOT NULL', null, false)
->where('claim_amount IS NOT NULL', null, false)
->where('doa IS NOT NULL', null, false)
->orderBy('id', 'DESC')
->get()
->getRowArray();
}
if (empty($ticket)) {
CLI::error('No suitable existing ticket found to seed a status-update scenario.');
return 0;
}
CLI::write('Using existing ticket: ' . json_encode([
'id' => $ticket['id'],
'emp_code' => $ticket['emp_code'],
'tpa_no' => $ticket['tpa_no'],
'claim_amount' => $ticket['claim_amount'],
'doa' => $ticket['doa'],
'claim_status_id' => $ticket['claim_status_id'],
'claim_dump_ref_id' => $ticket['claim_dump_ref_id'] ?? null,
'tpa_id' => $ticket['tpa_id'],
]), 'yellow');
// Clear stale claim_dump_ref_id so the scenario can re-test link backfill.
if (!empty($ticket['claim_dump_ref_id'])) {
$db->table('ticket_master')->where('id', $ticket['id'])->update([
'claim_dump_ref_id' => null,
]);
$ticket['claim_dump_ref_id'] = null;
CLI::write('Cleared stale ticket.claim_dump_ref_id for retest.', 'yellow');
}
// Ensure a physical file exists for resolveTpaClaimDumpFile if --apply uses controller later
$uploadDir = WRITEPATH . 'uploads' . DIRECTORY_SEPARATOR . 'claim_dump_excel' . DIRECTORY_SEPARATOR;
if (!is_dir($uploadDir)) {
mkdir($uploadDir, 0775, true);
}
$fileName = 'icici_status_test_' . date('Ymd_His') . '.xlsx';
$filePath = $uploadDir . $fileName;
if (!is_file($filePath)) {
file_put_contents($filePath, 'placeholder');
}
$fileInsert = [
'tpa_id' => $iciciTpaId,
'client_id' => $ticket['client_id'],
'client_policy_id' => $ticket['client_policy_id'],
'file_name' => $fileName,
'status' => 'pending',
'created_by' => 1,
'created_at' => date('Y-m-d H:i:s'),
'is_active' => 1,
];
// claim_dump_files may have different nullable columns; insert only known-safe ones
$fileCols = array_column($db->query('SHOW COLUMNS FROM claim_dump_files')->getResultArray(), 'Field');
$fileInsert = array_intersect_key($fileInsert, array_flip($fileCols));
$db->table('claim_dump_files')->insert($fileInsert);
$fileId = (int) $db->insertID();
if ($fileId <= 0) {
CLI::error('Failed to create claim_dump_files row for scenario.');
return 0;
}
$dumpInsert = [
'client_id' => $ticket['client_id'],
'client_policy_id' => $ticket['client_policy_id'],
'file_id' => $fileId,
'employee_member_id' => $ticket['emp_code'],
'uhid' => $ticket['tpa_no'],
'claimed_amount' => $ticket['claim_amount'],
'doa' => $ticket['doa'],
'updated_status' => $newStatus,
'relation' => 'SELF',
'is_active' => 1,
'created_by' => 1,
'created_at' => date('Y-m-d H:i:s'),
'ticket_id' => null,
'master_reject_reason' => null,
];
$dumpCols = array_column($db->query('SHOW COLUMNS FROM claims_dump_icici')->getResultArray(), 'Field');
$dumpInsert = array_intersect_key($dumpInsert, array_flip($dumpCols));
$db->table('claims_dump_icici')->insert($dumpInsert);
$dumpId = (int) $db->insertID();
CLI::write("Seeded file_id={$fileId}, dump_id={$dumpId}", 'green');
CLI::write("Expected: if ticket claim_status_id ({$ticket['claim_status_id']}) != mapped REJECTED(8)/chosen status, status_update_array should contain ticket {$ticket['id']}", 'green');
return $fileId;
}
private function printMatchPreview($db, int $iciciTpaId): void
{
CLI::newLine();
CLI::write('Preview: dump rows that match existing tickets (possible status updates)', 'cyan');
$sql = "
SELECT
cd.id AS dump_id,
cd.file_id,
cd.employee_member_id,
cd.uhid,
cd.claimed_amount,
cd.doa,
cd.updated_status AS dump_status,
tm.id AS ticket_id,
tm.claim_status_id AS current_status_id
FROM claims_dump_icici cd
INNER JOIN ticket_master tm
ON tm.is_active = 1
AND tm.emp_code = cd.employee_member_id
AND tm.tpa_no = cd.uhid
AND tm.claim_amount = cd.claimed_amount
AND tm.doa = cd.doa
WHERE cd.is_active = 1
AND tm.tpa_id = ?
ORDER BY cd.id DESC
LIMIT 10
";
$rows = $db->query($sql, [$iciciTpaId])->getResultArray();
if (empty($rows)) {
CLI::write('No overlapping dump/ticket pairs found.');
return;
}
CLI::write(json_encode($rows, JSON_PRETTY_PRINT));
}
}

View File

@ -0,0 +1,524 @@
<?php
namespace App\Commands;
use App\Libraries\TpaClaimsImportFactory;
use CodeIgniter\CLI\BaseCommand;
use CodeIgniter\CLI\CLI;
/**
* Dry-run / apply existing-ticket status+link update logic for any TPA.
*
* Usage:
* php spark tpa:test-status
* php spark tpa:test-status --tpa=all
* php spark tpa:test-status --tpa=abhi --scenario
* php spark tpa:test-status --tpa=fhpl --scenario --apply
* php spark tpa:test-status --tpa=icici 69 --apply
*/
class TestTpaStatusUpdate extends BaseCommand
{
protected $group = 'TPA';
protected $name = 'tpa:test-status';
protected $description = 'Dry-run / apply existing ticket status+link updates for TPA claim dumps';
protected $usage = 'tpa:test-status [file_id] [--tpa=NAME|all] [--scenario] [--apply] [--new-status=STATUS]';
protected $arguments = [
'file_id' => 'Optional claim_dump_files.id to process',
];
protected $options = [
'--tpa' => 'TPA key: icici|abhi|mediassist|fhpl|rcare|vidal|all (default: all for --scenario)',
'--scenario' => 'Seed one pending dump row matching an existing ticket',
'--apply' => 'Actually run runTicketMasterInsert (default is map-only dry-run)',
'--new-status' => 'Dump status string for scenario (defaults per TPA)',
];
/**
* Per-TPA dump column mapping used to seed scenario rows.
*/
private function tpaConfigs(): array
{
return [
'icici' => [
'env' => 'ICICI_PRIMARY_KEY_CONSTANT',
'table' => 'claims_dump_icici',
'status_column' => 'updated_status',
'default_status'=> 'REJECTED',
'same_status' => 'PAID',
'dump_to_ticket'=> [
'employee_member_id' => 'emp_code',
'uhid' => 'tpa_no',
'claimed_amount' => 'claim_amount',
'doa' => 'doa',
],
'extra_dump' => [
'relation' => 'SELF',
],
],
'abhi' => [
'env' => 'ABHI_PRIMARY_KEY_CONSTANT',
'table' => 'claims_dump_abhi',
'status_column' => 'claim_status',
'default_status'=> 'Rejected',
'same_status' => 'Settled',
'dump_to_ticket'=> [
'member_code' => 'emp_code',
'healthcard_id' => 'tpa_no',
'claimed_amount' => 'claim_amount',
'doa' => 'doa',
],
'extra_dump' => [
'relation' => 'SELF',
],
],
'mediassist' => [
'env' => 'MEDI_ASSIST_PRIMARY_KEY_CONSTANT',
'table' => 'claims_dump_medi_assist',
'status_column' => 'claim_status',
'default_status'=> 'Rejected',
'same_status' => 'Settled',
'dump_to_ticket'=> [
'pribenef_employee_code' => 'emp_code',
'event_id' => 'tpa_no',
'claim_amount' => 'claim_amount',
'date_of_admission' => 'doa',
],
'extra_dump' => [
'benef_relation' => 'SELF',
],
],
'fhpl' => [
'env' => 'FHPL_PRIMARY_KEY_CONSTANT',
'table' => 'claims_dump_fhpl',
'status_column' => 'current_claim_status',
'default_status'=> 'Rejected',
'same_status' => 'Settled',
'dump_to_ticket'=> [
'employee_id' => 'emp_code',
'uhid_no' => 'tpa_no',
'claim_amount' => 'claim_amount',
'admission_date' => 'doa',
],
'extra_dump' => [
'relationship' => 'SELF',
],
],
'rcare' => [
'env' => 'R_CARE_PRIMARY_KEY_CONSTANT',
'table' => 'claims_dump_reliance',
'status_column' => 'final_status',
'default_status'=> 'Rejected',
'same_status' => 'Settled',
'dump_to_ticket'=> [
'employee_member_id' => 'emp_code',
'uhid' => 'tpa_no',
'claimed_amount' => 'claim_amount',
'doa_opd_treatment_from' => 'doa',
],
'extra_dump' => [
'relation' => 'SELF',
],
],
'vidal' => [
'env' => 'VIDAL_PRIMARY_KEY_CONSTANT',
'table' => 'claims_dump_vidal',
'status_column' => 'claim_status',
'default_status'=> 'Rejected',
'same_status' => 'Settled',
'dump_to_ticket'=> [
'employee_number' => 'emp_code',
'primary_policy_holder_card_id' => 'tpa_no',
'claim_amount' => 'claim_amount',
'date_of_admission' => 'doa',
],
'extra_dump' => [
'relation' => 'SELF',
],
],
];
}
public function run(array $params)
{
helper('utility_helper');
$db = db_connect();
$apply = $this->hasFlag('apply');
$scenario = $this->hasFlag('scenario');
$tpaOpt = strtolower((string) ($this->resolveOptionValue('tpa', '') ?: (CLI::getOption('tpa') ?? '')));
$fileId = $this->resolveFileId($params);
$newStatusOverride = $this->resolveOptionValue('new-status', '');
$configs = $this->tpaConfigs();
// Resolve which TPAs to run
if ($tpaOpt === '' || $tpaOpt === 'all') {
$selected = array_keys($configs);
if (!$scenario && $fileId <= 0) {
$this->printUsage($configs);
return;
}
} elseif (isset($configs[$tpaOpt])) {
$selected = [$tpaOpt];
} else {
CLI::error("Unknown --tpa={$tpaOpt}. Use: " . implode('|', array_keys($configs)) . '|all');
return;
}
foreach ($selected as $tpaKey) {
CLI::newLine();
CLI::write(str_repeat('=', 60), 'yellow');
CLI::write('TPA: ' . strtoupper($tpaKey), 'yellow');
CLI::write(str_repeat('=', 60), 'yellow');
try {
$this->runForTpa(
$db,
$tpaKey,
$configs[$tpaKey],
$scenario,
$apply,
$fileId,
$newStatusOverride
);
} catch (\Throwable $e) {
CLI::error("[{$tpaKey}] " . $e->getMessage());
}
}
}
private function runForTpa(
$db,
string $tpaKey,
array $cfg,
bool $scenario,
bool $apply,
int $fileId,
string $newStatusOverride
): void {
$tpaId = (int) env($cfg['env']);
CLI::write("{$cfg['env']} = {$tpaId}", 'cyan');
CLI::write("table={$cfg['table']}, status_column={$cfg['status_column']}", 'cyan');
if (!$this->tableExists($db, $cfg['table'])) {
CLI::error("Table {$cfg['table']} does not exist. Skipping.");
return;
}
$newStatus = $newStatusOverride !== '' ? $newStatusOverride : $cfg['default_status'];
$currentFileId = $fileId;
if ($scenario) {
$currentFileId = $this->seedScenario($db, $tpaKey, $cfg, $tpaId, $newStatus);
if ($currentFileId <= 0) {
return;
}
}
if ($currentFileId <= 0) {
$this->listRecentFiles($db, $tpaId, $tpaKey);
return;
}
$file = $db->table('claim_dump_files')->where('id', $currentFileId)->get()->getRowArray();
if (empty($file)) {
CLI::error("claim_dump_files id={$currentFileId} not found");
return;
}
CLI::write('File: ' . json_encode([
'id' => $file['id'],
'tpa_id' => $file['tpa_id'],
'status' => $file['status'],
'file_name' => $file['file_name'],
'client_policy_id' => $file['client_policy_id'],
]));
if ((int) $file['tpa_id'] !== $tpaId) {
CLI::error("File tpa_id={$file['tpa_id']} does not match {$tpaKey} ({$tpaId}). Skipping.");
return;
}
$pending = $db->table($cfg['table'])
->where('file_id', $currentFileId)
->where('is_active', 1)
->where('ticket_id IS NULL', null, false)
->where('master_reject_reason IS NULL', null, false)
->countAllResults();
CLI::write("Pending dump rows: {$pending}");
$service = TpaClaimsImportFactory::make($tpaId);
if ($apply) {
CLI::write('APPLY mode...', 'light_red');
$beforeDump = $db->table($cfg['table'])
->select($this->dumpSelectColumns($cfg))
->where('file_id', $currentFileId)
->where('is_active', 1)
->get()->getResultArray();
CLI::write('Dump BEFORE: ' . json_encode($beforeDump, JSON_PRETTY_PRINT));
$result = $service->runTicketMasterInsert(['file_id' => $currentFileId]);
CLI::write('Result: ' . json_encode($result, JSON_PRETTY_PRINT));
$afterDump = $db->table($cfg['table'])
->select($this->dumpSelectColumns($cfg))
->where('file_id', $currentFileId)
->where('is_active', 1)
->get()->getResultArray();
CLI::write('Dump AFTER: ' . json_encode($afterDump, JSON_PRETTY_PRINT));
$ticketIds = array_values(array_filter(array_column($afterDump, 'ticket_id')));
if (!empty($ticketIds)) {
$tickets = $db->table('ticket_master')
->select('id, claim_status_id, claim_dump_ref_id, emp_code, tpa_no, claim_amount, doa')
->whereIn('id', $ticketIds)
->get()->getResultArray();
CLI::write('Tickets AFTER: ' . json_encode($tickets, JSON_PRETTY_PRINT));
}
return;
}
CLI::write('DRY-RUN mode (mapClaimMasterData only)...', 'green');
$ref = new \ReflectionClass($service);
$method = $ref->getMethod('mapClaimMasterData');
$method->setAccessible(true);
$mapped = $method->invoke($service, $currentFileId);
if (empty($mapped['status'])) {
CLI::write('mapClaimMasterData: ' . ($mapped['message'] ?? 'failed'));
if (!empty($mapped['already_processed'])) {
CLI::write('(already processed — dump rows were NOT deleted)', 'green');
}
return;
}
$inserts = $mapped['mapped_array'] ?? [];
$rejects = $mapped['rejected_reason_array'] ?? [];
$updates = $mapped['status_update_array'] ?? [];
CLI::write('inserts=' . count($inserts) . ' updates=' . count($updates) . ' rejects=' . count($rejects));
CLI::write('status_update_array: ' . (empty($updates) ? '(none)' : json_encode($updates, JSON_PRETTY_PRINT)));
CLI::write('rejected_reason_array: ' . json_encode(array_slice($rejects, 0, 10), JSON_PRETTY_PRINT));
if (!empty($updates)) {
$ids = array_column($updates, 'id');
$before = $db->table('ticket_master')
->select('id, emp_code, tpa_no, claim_amount, doa, claim_status_id, claim_dump_ref_id')
->whereIn('id', $ids)
->get()->getResultArray();
CLI::write('Tickets BEFORE: ' . json_encode($before, JSON_PRETTY_PRINT));
}
CLI::write("To apply: php spark tpa:test-status --tpa={$tpaKey} {$currentFileId} --apply", 'green');
}
private function seedScenario($db, string $tpaKey, array $cfg, int $tpaId, string $newStatus): int
{
CLI::write("Seeding scenario for {$tpaKey} (new_status={$newStatus})...", 'cyan');
$ticket = $db->table('ticket_master')
->select('id, client_id, client_policy_id, emp_code, tpa_no, claim_amount, doa, claim_status_id, claim_dump_ref_id, tpa_id')
->where('tpa_id', $tpaId)
->where('is_active', 1)
->where('emp_code IS NOT NULL', null, false)
->where('tpa_no IS NOT NULL', null, false)
->where('claim_amount IS NOT NULL', null, false)
->where('doa IS NOT NULL', null, false)
->orderBy('id', 'DESC')
->get()->getRowArray();
if (empty($ticket)) {
// Fall back: any ticket with identity keys (still allows match by doa/emp/amount/tpa_no)
$ticket = $db->table('ticket_master')
->select('id, client_id, client_policy_id, emp_code, tpa_no, claim_amount, doa, claim_status_id, claim_dump_ref_id, tpa_id')
->where('is_active', 1)
->where('emp_code IS NOT NULL', null, false)
->where('tpa_no IS NOT NULL', null, false)
->where('claim_amount IS NOT NULL', null, false)
->where('doa IS NOT NULL', null, false)
->orderBy('id', 'DESC')
->get()->getRowArray();
}
if (empty($ticket)) {
CLI::error("[{$tpaKey}] No suitable existing ticket found to seed.");
return 0;
}
CLI::write('Using ticket: ' . json_encode([
'id' => $ticket['id'],
'emp_code' => $ticket['emp_code'],
'tpa_no' => $ticket['tpa_no'],
'claim_amount' => $ticket['claim_amount'],
'doa' => $ticket['doa'],
'claim_status_id' => $ticket['claim_status_id'],
'claim_dump_ref_id' => $ticket['claim_dump_ref_id'],
'tpa_id' => $ticket['tpa_id'],
]));
if (!empty($ticket['claim_dump_ref_id'])) {
$db->table('ticket_master')->where('id', $ticket['id'])->update(['claim_dump_ref_id' => null]);
CLI::write('Cleared stale ticket.claim_dump_ref_id for retest.', 'yellow');
}
$uploadDir = WRITEPATH . 'uploads' . DIRECTORY_SEPARATOR . 'claim_dump_excel' . DIRECTORY_SEPARATOR;
if (!is_dir($uploadDir)) {
mkdir($uploadDir, 0775, true);
}
$fileName = "{$tpaKey}_status_test_" . date('Ymd_His') . '.xlsx';
file_put_contents($uploadDir . $fileName, 'placeholder');
$fileInsert = [
'tpa_id' => $tpaId,
'client_id' => $ticket['client_id'],
'client_policy_id' => $ticket['client_policy_id'],
'file_name' => $fileName,
'status' => 'pending',
'created_by' => 1,
'created_at' => date('Y-m-d H:i:s'),
'is_active' => 1,
];
$fileCols = array_column($db->query('SHOW COLUMNS FROM claim_dump_files')->getResultArray(), 'Field');
$fileInsert = array_intersect_key($fileInsert, array_flip($fileCols));
$db->table('claim_dump_files')->insert($fileInsert);
$fileId = (int) $db->insertID();
if ($fileId <= 0) {
CLI::error("[{$tpaKey}] Failed to create claim_dump_files row.");
return 0;
}
$dumpInsert = [
'client_id' => $ticket['client_id'],
'client_policy_id' => $ticket['client_policy_id'],
'file_id' => $fileId,
'is_active' => 1,
'created_by' => 1,
'created_at' => date('Y-m-d H:i:s'),
'ticket_id' => null,
'master_reject_reason' => null,
$cfg['status_column'] => $newStatus,
];
foreach ($cfg['dump_to_ticket'] as $dumpCol => $ticketCol) {
$dumpInsert[$dumpCol] = $ticket[$ticketCol] ?? null;
}
foreach ($cfg['extra_dump'] as $col => $val) {
$dumpInsert[$col] = $val;
}
$dumpCols = array_column($db->query('SHOW COLUMNS FROM ' . $cfg['table'])->getResultArray(), 'Field');
$dumpInsert = array_intersect_key($dumpInsert, array_flip($dumpCols));
$db->table($cfg['table'])->insert($dumpInsert);
$dumpId = (int) $db->insertID();
CLI::write("Seeded file_id={$fileId}, dump_id={$dumpId}", 'green');
return $fileId;
}
private function dumpSelectColumns(array $cfg): string
{
$cols = ['id', 'ticket_id', 'master_reject_reason', 'file_id', $cfg['status_column']];
foreach (array_keys($cfg['dump_to_ticket']) as $col) {
$cols[] = $col;
}
return implode(', ', array_unique($cols));
}
private function listRecentFiles($db, int $tpaId, string $tpaKey): void
{
$recent = $db->table('claim_dump_files')
->select('id, tpa_id, client_id, client_policy_id, file_name, status, created_at')
->where('tpa_id', $tpaId)
->orderBy('id', 'DESC')
->limit(5)
->get()->getResultArray();
CLI::write("Recent {$tpaKey} claim_dump_files:");
if (empty($recent)) {
CLI::write('(none)');
} else {
foreach ($recent as $row) {
CLI::write(json_encode($row));
}
}
CLI::write("Seed: php spark tpa:test-status --tpa={$tpaKey} --scenario", 'green');
CLI::write("Apply: php spark tpa:test-status --tpa={$tpaKey} --scenario --apply", 'green');
}
private function printUsage(array $configs): void
{
CLI::write('Test existing-ticket status/link update for TPA claim dumps.', 'cyan');
CLI::newLine();
CLI::write('Dry-run all TPAs (seed scenario, no DB ticket update):');
CLI::write(' php spark tpa:test-status --tpa=all --scenario');
CLI::newLine();
CLI::write('Apply all TPAs (writes to DB):');
CLI::write(' php spark tpa:test-status --tpa=all --scenario --apply');
CLI::newLine();
CLI::write('Single TPA:');
foreach (array_keys($configs) as $key) {
CLI::write(" php spark tpa:test-status --tpa={$key} --scenario");
CLI::write(" php spark tpa:test-status --tpa={$key} --scenario --apply");
}
CLI::newLine();
CLI::write('Same-status (no status change, only null-link fill):');
CLI::write(' php spark tpa:test-status --tpa=abhi --scenario --new-status Settled');
}
private function tableExists($db, string $table): bool
{
return !empty($db->query("SHOW TABLES LIKE " . $db->escape($table))->getResultArray());
}
private function resolveFileId(array $params): int
{
if (!empty($params['file_id'])) {
return (int) $params['file_id'];
}
if (!empty($params[0]) && is_numeric($params[0])) {
return (int) $params[0];
}
$argv = $_SERVER['argv'] ?? [];
foreach ($argv as $i => $arg) {
if (preg_match('/^--file[_-]id=(.+)$/', (string) $arg, $m)) {
return (int) $m[1];
}
if (in_array($arg, ['--file_id', '--file-id'], true) && isset($argv[$i + 1])) {
return (int) $argv[$i + 1];
}
}
return (int) (CLI::getOption('file_id') ?? CLI::getOption('file-id') ?? 0);
}
private function hasFlag(string $name): bool
{
if (CLI::getOption($name) !== null) {
return true;
}
return in_array('--' . $name, $_SERVER['argv'] ?? [], true);
}
private function resolveOptionValue(string $name, string $default): string
{
$opt = CLI::getOption($name);
if (is_string($opt) && $opt !== '') {
return $opt;
}
$argv = $_SERVER['argv'] ?? [];
foreach ($argv as $i => $arg) {
if (preg_match('/^--' . preg_quote($name, '/') . '=(.+)$/', (string) $arg, $m)) {
return trim($m[1]);
}
if ($arg === '--' . $name && isset($argv[$i + 1]) && strpos((string) $argv[$i + 1], '--') !== 0) {
return (string) $argv[$i + 1];
}
}
return $default;
}
}

View File

@ -501,6 +501,8 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
$routes->group("inception", ["filter" => "authMVC"], function ($routes) {
$routes->match(['get', 'post'], 'list', 'PolicyTransactionController::viewInception');
$routes->post('list/datatable', 'PolicyTransactionController::inceptionListDataTable');
$routes->post('list/clear-cache', 'PolicyTransactionController::clearInceptionListCache');
$routes->post("create", "PolicyTransactionController::createInceptionPolicy");
$routes->get("list/(:any)", "PolicyTransactionController::getInceptionDataForEdit/$1");
$routes->get("remove/(:any)", "PolicyTransactionController::removeCDMaster/$1");
@ -511,6 +513,8 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
$routes->group("endorsement", ["filter" => "authMVC"], function ($routes) {
$routes->get("list", "PolicyTransactionController::viewEndorsement");
$routes->post("list/datatable", "PolicyTransactionController::endorsementListDataTable");
$routes->post("list/clear-cache", "PolicyTransactionController::clearEndorsementListCache");
$routes->post("create", "PolicyTransactionController::createEndorsementPolicy");
$routes->get("list/(:any)", "PolicyTransactionController::getEndorsementDataForEdit/$1");
$routes->get("remove/(:any)", "PolicyTransactionController::removeCDMaster/$1");
@ -520,6 +524,8 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
$routes->group("report", ["filter" => "authMVC"], function ($routes) {
$routes->match(['get', 'post'],"list", "PolicyTransactionController::reportBDS");
$routes->post("list/datatable", "PolicyTransactionController::reportBDSDataTable");
$routes->post("list/clear-cache", "PolicyTransactionController::clearReportBDSCache");
$routes->match(['get', 'post'],"list_new", "PolicyTransactionController::reportBDSNew");
$routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
$routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");

View File

@ -483,6 +483,33 @@ class EmployeeRestController extends AdminController
}
}
private function getClaimStatusReason(string $claimStatus, array $claimsData): string
{
$statusReasonConfig = [
'REJECTED' => ['denial_reason', 'head_rejection_reason'],
'CANCELLED' => ['cancel_remark'],
'CANCELED' => ['cancel_remark'],
'RETURNED' => ['return_remark'],
];
$claimStatusKey = strtoupper($claimStatus);
if (! isset($statusReasonConfig[$claimStatusKey])) {
return '';
}
foreach ($statusReasonConfig[$claimStatusKey] as $field) {
if (! empty($claimsData[$field])) {
$reason = trim((string) $claimsData[$field]);
if ($reason !== '') {
return $reason;
}
}
}
return '';
}
public function deleteDependence()
{
try {
@ -2779,10 +2806,19 @@ class EmployeeRestController extends AdminController
$unique_key = $display_name;
}
$filtered_history[$unique_key] = [
$modifiedAt = date('d-m-Y h:i A', strtotime($value['created_at']));
$reason = $this->getClaimStatusReason($status, $data['claims_data']);
$statusEntry = [
'modified_by' => "",
'modified_at' => date('d-m-Y h:i A', strtotime($value['created_at'])),
'modified_at' => $modifiedAt,
];
if ($reason !== '') {
$statusEntry['reason'] = ' Reason : ' . $reason;
}
$filtered_history[$unique_key] = $statusEntry;
}
}
}

View File

@ -2147,6 +2147,59 @@ class LeadsController extends BaseController
return $result;
}
private function saveLeadInstallmentDetails(int $lead_id, $installments): array
{
if (is_string($installments)) {
$installments = json_decode($installments, true) ?? [];
}
if (! is_array($installments) || empty($installments)) {
return [];
}
$existingInstallments = $this->leadInstallmentPaymentDetails
->where('lead_id', $lead_id)
->where('is_active', 1)
->orderBy('id', 'ASC')
->findAll();
$savedInstallments = [];
foreach ($installments as $index => $installment) {
if (! is_array($installment)) {
continue;
}
$data = [
'lead_id' => $lead_id,
'installment_amount' => $installment['installment_amount'] ?? null,
'payment_date' => ! empty($installment['payment_date'])
? change_date_format($installment['payment_date'])
: null,
'utr_no' => $installment['utr_no'] ?? null,
];
$installmentId = ! empty($installment['id']) ? (int) $installment['id'] : null;
if (! $installmentId && isset($existingInstallments[$index]['id'])) {
$installmentId = (int) $existingInstallments[$index]['id'];
}
if ($installmentId) {
$this->leadInstallmentPaymentDetails->update($installmentId, $data);
$data['id'] = $installmentId;
} else {
$data['is_active'] = 1;
$newId = $this->leadInstallmentPaymentDetails->insert($data);
$data['id'] = $newId;
}
$savedInstallments[] = $data;
}
return $savedInstallments;
}
public function removeInstallments()
{
$id = $this->request->getGet('id');
@ -3811,21 +3864,7 @@ class LeadsController extends BaseController
$this->leadsModel->where('id', $lead_id)->set($data)->update();
if (isset($params['installments']) && ! empty($params['installments'])) {
$installment_data = json_decode($params['installments'], true);
if (! empty($installment_data)) {
foreach ($installment_data as $key => $value) {
// print_r($value);die
$value['payment_date'] = ! empty($value['payment_date'])
? change_date_format($value['payment_date'])
: null;
if (isset($value['id']) && ! empty($value['id'])) {
$this->leadInstallmentPaymentDetails->where('id', $value['id'])->set($value)->update();
} else {
$this->leadInstallmentPaymentDetails->insert($value);
}
}
}
$this->saveLeadInstallmentDetails((int) $lead_id, $params['installments']);
}
}
@ -8491,29 +8530,12 @@ class LeadsController extends BaseController
$this->myLogger->logme('error', "Lead updated successfully for ID: $lead_id");
// Save installment details
$savedInstallments = [];
if (! empty($params['installments'])) {
$installments = json_decode($params['installments'], true);
$this->myLogger->logme('error', "Installments data received: " . json_encode($installments));
if (is_array($installments) && ! empty($installments)) {
foreach ($installments as $installment) {
$installment['payment_date'] = ! empty($installment['payment_date'])
? change_date_format($installment['payment_date'])
: null;
$installment['lead_id'] = $lead_id;
if (! empty($installment['id'])) {
$this->leadInstallmentPaymentDetails->update($installment['id'], $installment);
$this->myLogger->logme('error', "Installment updated: " . json_encode($installment));
} else {
$this->leadInstallmentPaymentDetails->insert($installment);
$this->myLogger->logme('error', "Installment inserted: " . json_encode($installment));
}
}
}
$savedInstallments = $this->saveLeadInstallmentDetails((int) $lead_id, $params['installments']);
$this->myLogger->logme('error', 'Installments saved: ' . json_encode($savedInstallments));
} else {
$this->myLogger->logme('error', "No installments provided");
$this->myLogger->logme('error', 'No installments provided');
}
// Update lead file status to pending
@ -8526,12 +8548,13 @@ class LeadsController extends BaseController
$this->myLogger->logme('error', "--- savePlacementDataAndValidateMemberDataFile END (SUCCESS) ---");
return $this->respond([
'status' => true,
'code' => 200,
'message' => 'Placement data saved successfully. File being validated',
'lead_id' => $lead_id,
'data' => $data,
'params' => $params,
'status' => true,
'code' => 200,
'message' => 'Placement data saved successfully. File being validated',
'lead_id' => $lead_id,
'installments' => $savedInstallments,
'data' => $data,
'params' => $params,
], 200);
} catch (\Exception $e) {
@ -8614,31 +8637,17 @@ class LeadsController extends BaseController
$this->leadsModel->update($lead_id, $data);
$savedInstallments = [];
if (! empty($params['installments'])) {
$installments = json_decode($params['installments'], true);
if (is_array($installments) && ! empty($installments)) {
foreach ($installments as $installment) {
$installment['payment_date'] = ! empty($installment['payment_date'])
? change_date_format($installment['payment_date'])
: null;
$installment['lead_id'] = $lead_id;
if (! empty($installment['id'])) {
$this->leadInstallmentPaymentDetails->update($installment['id'], $installment);
} else {
$this->leadInstallmentPaymentDetails->insert($installment);
}
}
}
$savedInstallments = $this->saveLeadInstallmentDetails((int) $lead_id, $params['installments']);
}
return $this->respond([
'status' => true,
'code' => 200,
'message' => 'Placement data saved successfully',
'lead_id' => $lead_id,
'status' => true,
'code' => 200,
'message' => 'Placement data saved successfully',
'lead_id' => $lead_id,
'installments' => $savedInstallments,
], 200);
} catch (\Exception $e) {
return $this->respond([

View File

@ -602,59 +602,9 @@ class PolicyTransactionController extends BaseController
'policy_end_date' => 'Policy End Date',
];
// Filter data
$start_date = $this->request->getGet('start_date');
$end_date = $this->request->getGet('end_date');
$client_id = $this->request->getGet('client_id');
$insurer_id = $this->request->getGet('insurer_id');
$policy_type_id = $this->request->getGet('policy_type_id');
$date_type = $this->request->getGet('date_type');
$issuer = $this->request->getGet('issuer');
$status = $this->request->getGet('status');
// Handle null or empty values
$start_date = empty($start_date) ? 0 : $start_date;
$end_date = empty($end_date) ? 0 : $end_date;
$client_id = empty($client_id) ? 0 : $client_id;
$insurer_id = empty($insurer_id) ? 0 : $insurer_id;
$policy_type_id = empty($policy_type_id) ? 0 : $policy_type_id;
$date_type = empty($date_type) ? 0 : $date_type;
$issuer = empty($issuer) ? 0 : $issuer;
$status = empty($status) ? 0 : $status; // Corrected from `$issuer`
if(empty($bds_edit_pt_id) && empty($view)){
if ($this->request->is('get')) {
// Fetch inception data list
$data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
$start_date,
$end_date,
$client_id,
$insurer_id,
$policy_type_id,
$date_type,
$issuer,
$status
);
} else {
$ids = $this->request->getPost('ids');
$ids = array_filter(explode(',', $ids));
$data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
$start_date = 0,
$end_date = 0,
$client_id = 0,
$insurer_id = 0,
$policy_type_id = 0,
$date_type = 0,
$issuer = 0,
$status = 0,
$ids
);
}
}else{
$data['inception_data_list'] = [];
}
// List rows are loaded via server-side DataTables AJAX.
$data['inception_data_list'] = [];
$data['inception_filters'] = $this->buildInceptionFiltersFromRequest();
@ -746,6 +696,136 @@ class PolicyTransactionController extends BaseController
$this->loadLayout('policy_transaction_inception_list', $data);
}
public function inceptionListDataTable()
{
if (!$this->request->isAJAX()) {
return $this->response->setStatusCode(400)->setJSON([
'status' => false,
'message' => 'Invalid request.',
]);
}
$draw = (int) ($this->request->getPost('draw') ?? 0);
$start = max(0, (int) ($this->request->getPost('start') ?? 0));
$length = (int) ($this->request->getPost('length') ?? 10);
$search = trim((string) ($this->request->getPost('search')['value'] ?? ''));
$filters = $this->buildInceptionFiltersFromRequest();
$result = $this->policyTransactionModel->getInceptionTranctionListDataTable(
$draw,
$start,
$length,
$search,
$filters
);
$rows = [];
foreach ($result['data'] as $index => $row) {
$rows[] = $this->formatInceptionRowForDataTable($row, $start + $index + 1);
}
return $this->response->setJSON([
'draw' => $result['draw'],
'recordsTotal' => $result['recordsTotal'],
'recordsFiltered' => $result['recordsFiltered'],
'data' => $rows,
'cache_expires_in_ms' => $result['cache_expires_in_ms'] ?? 300000,
]);
}
public function clearInceptionListCache()
{
if (!$this->request->isAJAX()) {
return $this->response->setStatusCode(400)->setJSON([
'status' => false,
'message' => 'Invalid request.',
]);
}
session()->set('inception_list_cache_version', time());
return $this->response->setJSON([
'status' => true,
'message' => 'Inception list cache cleared.',
]);
}
protected function buildInceptionFiltersFromRequest(): array
{
$normalize = static function ($value) {
return (!isset($value) || $value === '' || $value === null) ? 0 : $value;
};
$ids = [];
if ($this->request->is('post')) {
$postIds = $this->request->getPost('ids') ?? '';
$ids = array_filter(explode(',', (string) $postIds));
}
return [
'start_date' => $normalize($this->request->getGet('start_date') ?? $this->request->getPost('start_date')),
'end_date' => $normalize($this->request->getGet('end_date') ?? $this->request->getPost('end_date')),
'client_id' => $normalize($this->request->getGet('client_id') ?? $this->request->getPost('client_id')),
'insurer_id' => $normalize($this->request->getGet('insurer_id') ?? $this->request->getPost('insurer_id')),
'policy_type_id' => $normalize($this->request->getGet('policy_type_id') ?? $this->request->getPost('policy_type_id')),
'date_type' => $normalize($this->request->getGet('date_type') ?? $this->request->getPost('date_type')),
'issuer' => $normalize($this->request->getGet('issuer') ?? $this->request->getPost('issuer')),
'status' => $normalize($this->request->getGet('status') ?? $this->request->getPost('status')),
'ids' => $ids,
'cache_version' => (int) (session()->get('inception_list_cache_version') ?? 1),
];
}
protected function formatInceptionRowForDataTable(array $row, int $serialNo): array
{
$issuerMap = [1 => 'JIBS', 2 => 'Nhance'];
$issuingTypeMap = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
$clientTypeMap = [1 => 'Group', 2 => 'Individual'];
$policyStatusMap = [
'under_process' => 'Under Process',
'client_pending' => 'Client Pending',
'insurer_pending' => 'Insurer Pending',
'co_insurer_pending' => 'Co-Insurer Pending',
'tpa_pending' => 'TPA Pending',
'validated' => 'Validated',
'cancelled' => 'Cancelled',
'instalment_pending' => 'Instalment Pending',
'completed' => 'Completed',
'lost' => 'Lost',
];
$clientBranch = ((int) ($row['client_type'] ?? 0) === 2)
? (($row['client_name'] ?? 'N/A') . ' - ' . (!empty($row['pan']) ? $row['pan'] : 'N/A'))
: (($row['client_short_name'] ?? 'N/A') . ' - ' . ($row['client_branch_name'] ?? 'N/A'));
$editAction = '<a class="dropdown-item btnEdit" data-id="' . ($row['id'] ?? '') . '" onclick="alertEveryFiveSeconds(\'' . htmlspecialchars((string) ($row['id'] ?? ''), ENT_QUOTES) . '\')"><i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>';
$deleteAction = '';
if ((int) get_role_id() === 5) {
$deleteAction = '<a class="dropdown-item delete" data-id="' . ($row['id'] ?? '') . '" onclick="removePolicyTransaction(this, \'' . htmlspecialchars((string) ($row['id'] ?? ''), ENT_QUOTES) . '\', ' . (int) ($row['policy_type_id'] ?? 0) . ')"><i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete</a>';
}
$actionHtml = '<div class="btn-group dropdown"><a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a><div class="dropdown-menu dropdown-menu-right">' . $editAction . $deleteAction . '</div></div>';
return [
0 => $serialNo,
1 => $issuerMap[$row['issuer'] ?? 2] ?? 'Nhance',
2 => $issuingTypeMap[$row['issue_type'] ?? 0] ?? 'N/A',
3 => $clientTypeMap[$row['client_type'] ?? 0] ?? 'N/A',
4 => $clientBranch,
5 => $row['insurer_short_name'] ?: 'N/A',
6 => $row['policy_type'] ?: 'N/A',
7 => $row['policy_no'] ?: 'N/A',
8 => empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_issue_date'])),
9 => empty($row['policy_start_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_start_date'])),
10 => empty($row['policy_end_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_end_date'])),
11 => $row['emp_count'] ?: '0',
12 => $row['dependent_count'] ?: '0',
13 => $policyStatusMap[$row['status'] ?? ''] ?? 'N/A',
14 => $row['user_name'] ?: 'N/A',
15 => $actionHtml,
];
}
public function viewInception2()
{
$bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
@ -921,6 +1001,8 @@ class PolicyTransactionController extends BaseController
// policy Transaction Create function start
public function createInceptionPolicy()
{
session()->set('inception_list_cache_version', time());
$post_data = $this->request->getPost();
$rules = [
@ -2391,31 +2473,8 @@ class PolicyTransactionController extends BaseController
'policy_end_date' => 'Policy End Date',
];
//filter datas
$start_date = $this->request->getGet('start_date');
$end_date = $this->request->getGet('end_date');
$client_id = $this->request->getGet('client_id');
$insurer_id = $this->request->getGet('insurer_id');
$policy_type_id = $this->request->getGet('policy_type_id');
$date_type = $this->request->getGet('date_type');
$issuer = $this->request->getGet('issuer');
$status = $this->request->getGet('status');
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
$status = (!isset($status) || $status === '' || $status === null) ? 0 : $status;
if($bds_edit_pt_id == null){
$data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
}else{
$data['endorsement_data_list'] = [];
}
$data['endorsement_data_list'] = [];
$data['endorsement_filters'] = $this->buildEndorsementFiltersFromRequest();
$data['client'] = $this->clientModel->where('is_active', 1)->findAll();
$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
@ -2434,6 +2493,134 @@ class PolicyTransactionController extends BaseController
$this->loadLayout('policy_transaction_endorsement_list', $data);
}
public function endorsementListDataTable()
{
if (!$this->request->isAJAX()) {
return $this->response->setStatusCode(400)->setJSON([
'status' => false,
'message' => 'Invalid request.',
]);
}
$draw = (int) ($this->request->getPost('draw') ?? 0);
$start = max(0, (int) ($this->request->getPost('start') ?? 0));
$length = (int) ($this->request->getPost('length') ?? 10);
$search = trim((string) ($this->request->getPost('search')['value'] ?? ''));
$filters = $this->buildEndorsementFiltersFromRequest();
$result = $this->policyTransactionModel->getEndorsementTranctionListDataTable(
$draw,
$start,
$length,
$search,
$filters
);
$rows = [];
foreach ($result['data'] as $index => $row) {
$rows[] = $this->formatEndorsementRowForDataTable($row, $start + $index + 1);
}
return $this->response->setJSON([
'draw' => $result['draw'],
'recordsTotal' => $result['recordsTotal'],
'recordsFiltered' => $result['recordsFiltered'],
'data' => $rows,
'cache_expires_in_ms' => $result['cache_expires_in_ms'] ?? 300000,
]);
}
public function clearEndorsementListCache()
{
if (!$this->request->isAJAX()) {
return $this->response->setStatusCode(400)->setJSON([
'status' => false,
'message' => 'Invalid request.',
]);
}
session()->set('endorsement_list_cache_version', time());
return $this->response->setJSON([
'status' => true,
'message' => 'Endorsement list cache cleared.',
]);
}
protected function buildEndorsementFiltersFromRequest(): array
{
$normalize = static function ($value) {
return (!isset($value) || $value === '' || $value === null) ? 0 : $value;
};
return [
'start_date' => $normalize($this->request->getGet('start_date') ?? $this->request->getPost('start_date')),
'end_date' => $normalize($this->request->getGet('end_date') ?? $this->request->getPost('end_date')),
'client_id' => $normalize($this->request->getGet('client_id') ?? $this->request->getPost('client_id')),
'insurer_id' => $normalize($this->request->getGet('insurer_id') ?? $this->request->getPost('insurer_id')),
'policy_type_id' => $normalize($this->request->getGet('policy_type_id') ?? $this->request->getPost('policy_type_id')),
'date_type' => $normalize($this->request->getGet('date_type') ?? $this->request->getPost('date_type')),
'issuer' => $normalize($this->request->getGet('issuer') ?? $this->request->getPost('issuer')),
'status' => $normalize($this->request->getGet('status') ?? $this->request->getPost('status')),
'cache_version' => (int) (session()->get('endorsement_list_cache_version') ?? 1),
];
}
protected function formatEndorsementRowForDataTable(array $row, int $serialNo): array
{
$issuerMap = [1 => 'JIBS', 2 => 'Nhance'];
$policyStatusMap = [
'under_process' => 'Under Process',
'client_pending' => 'Client Pending',
'insurer_pending' => 'Insurer Pending',
'co_insurer_pending' => 'Co-Insurer Pending',
'tpa_pending' => 'TPA Pending',
'validated' => 'Validated',
'cancelled' => 'Cancelled',
'instalment_pending' => 'Instalment Pending',
'completed' => 'Completed',
];
$actionTypeMap = [
'addition' => 'Addition',
'deletion' => 'Deletion',
'addition_deletion' => 'Addition & Deletion',
'si_enhancement' => 'SI Enhancement',
'combo_a_d_si' => 'Combo A, D & SI',
'correction' => 'Correction',
'baby_addition' => 'Baby Addition',
'policy_instalment' => 'Policy Instalment',
'addition_inception' => 'Addition-Inception',
'bds_correction' => 'BDS Correction',
'policy_correction' => 'Policy Correction',
'policy_cancellation' => 'Policy Cancellation',
];
$editAction = '<a class="dropdown-item btnEdit" data-id="' . ($row['id'] ?? '') . '" onclick="getPolicyTransactionDataForEndorsementEdit(\'' . htmlspecialchars((string) ($row['id'] ?? ''), ENT_QUOTES) . '\')"><i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>';
$deleteAction = '';
if ((int) get_role_id() === 5) {
$deleteAction = '<a class="dropdown-item delete" data-id="' . ($row['id'] ?? '') . '" onclick="removePolicyTransaction(this, \'' . htmlspecialchars((string) ($row['id'] ?? ''), ENT_QUOTES) . '\', ' . (int) ($row['policy_type_id'] ?? 0) . ')"><i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete</a>';
}
$actionHtml = '<div class="btn-group dropdown"><a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a><div class="dropdown-menu dropdown-menu-right">' . $editAction . $deleteAction . '</div></div>';
return [
0 => $serialNo,
1 => $issuerMap[$row['issuer'] ?? 0] ?? 'N/A',
2 => $row['client_short_name'] ?: 'N/A',
3 => $row['client_branch_name'] ?: 'N/A',
4 => $row['insurer_short_name'] ?: 'N/A',
5 => $row['policy_type'] ?: 'N/A',
6 => $actionTypeMap[$row['action_type'] ?? ''] ?? 'N/A',
7 => $row['endorsement_no'] ?: 'N/A',
8 => empty($row['data_received_date']) ? 'N/A' : date('d/m/Y', strtotime($row['data_received_date'])),
9 => $row['emp_count'] ?: '0',
10 => $row['dependent_count'] ?: '0',
11 => empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_issue_date'])),
12 => $policyStatusMap[$row['status'] ?? ''] ?? 'N/A',
13 => $actionHtml,
];
}
public function viewEndorsement2()
{
// echo '<pre>';
@ -2530,6 +2717,8 @@ class PolicyTransactionController extends BaseController
public function createEndorsementPolicy()
{
session()->set('endorsement_list_cache_version', time());
// $id = $this->request->getPost('id');
$rules = [
// ==========================================
@ -3793,65 +3982,230 @@ class PolicyTransactionController extends BaseController
$data['users'] = $this->userModel->where('is_active', 1)->findAll();
$data['policy_count'] = $this->policyTransactionModel->where('is_active', 1)->countAllResults();
//filter datas
$start_date = $this->request->getGet('start_date');
$end_date = $this->request->getGet('end_date');
$client_id = $this->request->getGet('client_id');
$insurer_id = $this->request->getGet('insurer_id');
$policy_type_id = $this->request->getGet('policy_type_id');
$date_type = $this->request->getGet('date_type');
$issuer = $this->request->getGet('issuer');
$client_branch_id = $this->request->getGet('client_branch_id');
$insurer_branch_id = $this->request->getGet('insurer_branch_id');
$client_policy_id = $this->request->getGet('client_policy_id');
$user_id = $this->request->getGet('user_id');
if ($date_type == 'statement_month') {
$start_date = (string)date('Y-m-01', strtotime($start_date));
$end_date = (string)date('Y-m-31', strtotime($end_date));
}
// dd($start_date, $end_date, $date_type);
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
$client_branch_id = (!isset($client_branch_id) || $client_branch_id === '' || $client_branch_id === null) ? 0 : $client_branch_id;
$insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
$client_policy_id = (!isset($client_policy_id) || $client_policy_id === '' || $client_policy_id === null) ? 0 : $client_policy_id;
$user_id = (!isset($user_id) || $user_id === '' || $user_id === null) ? 0 : $user_id;
if ($this->request->is('post')) {
$request_post_data = $this->request->getPost();
$sanitized_post_data = sanitizeInputArrayAdvanced($request_post_data);
$isFromDashboard = $sanitized_post_data["is_dashboard"];
if (isset($isFromDashboard) && !empty($isFromDashboard) && $isFromDashboard == 1) {
$ids = $sanitized_post_data['ids'];
$ids = array_filter(explode(',', $ids));
if (!empty($ids)) {
$idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs to be integers
$where = "policy_transaction.id IN ($idsStr)";
} else {
$where = []; // No valid IDs, return empty result
}
}
// dd($ids);
}
//Actual data for the list
$data['report_list'] = $this->policyTransactionModel->getBDSReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id, $user_id, isset($where) ? $where : '');
// List data loaded via server-side DataTables AJAX
$data['report_list'] = [];
$data['bds_filters'] = $this->buildBDSReportFiltersFromRequest();
// dd($data);
$this->loadLayout('report_bds_filter', $data);
}
/**
* Server-side DataTables endpoint for BDS report list.
*/
public function reportBDSDataTable()
{
if (!$this->request->isAJAX()) {
return $this->response->setStatusCode(400)->setJSON([
'status' => false,
'message' => 'Invalid request.',
]);
}
$draw = (int) ($this->request->getPost('draw') ?? 0);
$start = max(0, (int) ($this->request->getPost('start') ?? 0));
$length = (int) ($this->request->getPost('length') ?? 10);
$search = trim((string) ($this->request->getPost('search')['value'] ?? ''));
$filters = $this->buildBDSReportFiltersFromRequest();
$result = $this->policyTransactionModel->getBDSReportListDataTable(
$draw,
$start,
$length,
$search,
$filters
);
$serialStart = $start + 1;
$data = [];
foreach ($result['data'] as $index => $row) {
$data[] = $this->formatBdsReportRowForDataTable($row, $serialStart + $index);
}
return $this->response->setJSON([
'draw' => $result['draw'],
'recordsTotal' => $result['recordsTotal'],
'recordsFiltered' => $result['recordsFiltered'],
'data' => $data,
'totals' => $result['totals'],
]);
}
public function clearReportBDSCache()
{
if (!$this->request->isAJAX()) {
return $this->response->setStatusCode(400)->setJSON([
'status' => false,
'message' => 'Invalid request.',
]);
}
session()->set('bds_report_cache_version', time());
return $this->response->setJSON([
'status' => true,
'message' => 'BDS report cache cleared.',
]);
}
/**
* Normalize BDS report filter params from the current request.
*/
protected function buildBDSReportFiltersFromRequest(): array
{
$start_date = $this->request->getGet('start_date') ?? $this->request->getPost('start_date');
$end_date = $this->request->getGet('end_date') ?? $this->request->getPost('end_date');
$client_id = $this->request->getGet('client_id') ?? $this->request->getPost('client_id');
$insurer_id = $this->request->getGet('insurer_id') ?? $this->request->getPost('insurer_id');
$policy_type_id = $this->request->getGet('policy_type_id') ?? $this->request->getPost('policy_type_id');
$date_type = $this->request->getGet('date_type') ?? $this->request->getPost('date_type');
$issuer = $this->request->getGet('issuer') ?? $this->request->getPost('issuer');
$client_branch_id = $this->request->getGet('client_branch_id') ?? $this->request->getPost('client_branch_id');
$insurer_branch_id = $this->request->getGet('insurer_branch_id') ?? $this->request->getPost('insurer_branch_id');
$client_policy_id = $this->request->getGet('client_policy_id') ?? $this->request->getPost('client_policy_id');
$user_id = $this->request->getGet('user_id') ?? $this->request->getPost('user_id');
if ($date_type == 'statement_month' && $start_date && $end_date) {
$start_date = (string) date('Y-m-01', strtotime($start_date));
$end_date = (string) date('Y-m-31', strtotime($end_date));
}
$normalize = static function ($value) {
return (!isset($value) || $value === '' || $value === null) ? 0 : $value;
};
$where = '';
if ($this->request->is('post')) {
$request_post_data = $this->request->getPost();
$sanitized_post_data = sanitizeInputArrayAdvanced($request_post_data);
$isFromDashboard = $sanitized_post_data['is_dashboard'] ?? null;
if (isset($isFromDashboard) && !empty($isFromDashboard) && (int) $isFromDashboard === 1) {
$ids = array_filter(explode(',', $sanitized_post_data['ids'] ?? ''));
if (!empty($ids)) {
$idsStr = implode(',', array_map('intval', $ids));
$where = "policy_transaction.id IN ($idsStr)";
} else {
$where = [];
}
}
}
return [
'start_date' => $normalize($start_date),
'end_date' => $normalize($end_date),
'client_id' => $normalize($client_id),
'insurer_id' => $normalize($insurer_id),
'policy_type_id' => $normalize($policy_type_id),
'date_type' => $normalize($date_type),
'issuer' => $normalize($issuer),
'client_branch_id' => $normalize($client_branch_id),
'insurer_branch_id' => $normalize($insurer_branch_id),
'client_policy_id' => $normalize($client_policy_id),
'user_id' => $normalize($user_id),
'where' => $where,
'cache_version' => (int) (session()->get('bds_report_cache_version') ?? 1),
];
}
/**
* Format a single BDS report row for DataTables output.
*/
protected function formatBdsReportRowForDataTable(array $row, int $serialNo): array
{
$hasIrda = ((float) ($row['total_irda_amt'] ?? 0)) != 0.0;
$actionType = strtolower((string) ($row['action_type'] ?? ''));
$editBaseUrl = $actionType === 'policy'
? base_url('policy_tranction/inception/list')
: base_url('policy_tranction/endorsement/list');
$editLink = $editBaseUrl . '?pt_id=' . ($row['id'] ?? '');
$totalIrdaAmt = $row['total_irda_amt'] ?? '0.00';
$unbilled = isset($row['unbilled_amount']) ? number_format((float) $row['unbilled_amount'], 2, '.', '') : '0.00';
$fmtDate = static function ($value) {
return empty($value) ? 'N/A' : change_date_format($value, 'Y-m-d', 'd/m/Y');
};
$fmtNum = static function ($value, int $decimals = 2) {
return number_format((float) ($value ?? 0), $decimals, '.', '');
};
$na = static function ($value) {
return ($value !== null && $value !== '') ? $value : 'N/A';
};
$cells = [
$serialNo . ' &nbsp; <a href="' . $editLink . '" class="mdi mdi-pencil"></a>',
$na($row['user_name'] ?? null),
$na($row['policy_issue_month'] ?? null),
$na($row['revenue_type'] ?? null),
$na($row['client_type'] ?? null),
$na($row['client_name'] ?? null),
$na($row['action_type'] ?? null),
$na($row['policy_type'] ?? null),
$na($row['bap'] ?? null),
$na($row['vehicle_no'] ?? null),
$na($row['policy_no'] ?? null),
$na($row['endorsement_no'] ?? null),
$na($row['insurer_branch_name'] ?? null),
$fmtDate($row['endorse_eff_date'] ?? null),
$fmtDate($row['policy_start_date'] ?? null),
$fmtDate($row['policy_end_date'] ?? null),
$na($row['ref'] ?? null),
$na($row['remarks'] ?? null),
$hasIrda ? ($row['bp_amt'] ?: '0.00') : '0.00',
$hasIrda ? ($row['tp_or_ter'] ?: '0.00') : '0.00',
$hasIrda ? ($row['premium_wo_gst'] ?: '0.00') : '0.00',
$hasIrda ? ($row['total_premium'] ?: '0.00') : '0.00',
($hasIrda ? ($row['agreed_bp_per'] ?: '0.00') : '0.00') . '%',
($hasIrda ? ($row['agreed_tp_or_ter_per'] ?: '0.00') : '0.00') . '%',
isset($row['reward']) ? $row['reward'] : '0.00',
'<span class="right-align-input" onclick="showCoShareStatementDetails(this)" data-id="' . ($row['pt_id'] ?? '') . '">' . $totalIrdaAmt . '</span>',
'<span class="right-align-input">' . (empty($row['billed_amt']) ? '0.00' : $row['billed_amt']) . '</span>',
'<span class="right-align-input">' . $unbilled . '</span>',
$na($row['salse_person_name'] ?? null),
$na($row['service_person_name'] ?? null),
$na($row['nhance_branch'] ?? null),
$na($row['installment'] ?? null),
$fmtDate($row['data_received_date'] ?? null),
$fmtDate($row['renewal_date'] ?? null),
$row['co_share'] ?? 'No',
$row['bro_payable_by'] ?? 'No',
$na($row['salse_manager_name'] ?? null),
$na($row['service_manager_name'] ?? null),
$na($row['service_branch'] ?? null),
$fmtDate($row['rollover_date'] ?? null),
$na($row['policy_holder_name'] ?? null),
$row['same_as_proposer'] ?? 'No',
$na($row['follower_policy_no'] ?? null),
$fmtNum($row['co_share_per'] ?? 0),
$fmtNum($row['non_comm_per_amt'] ?? 0),
$fmtNum($row['bp_igst'] ?? 0),
$fmtNum($row['bp_sgst'] ?? 0),
$fmtNum($row['bp_cgst'] ?? 0),
$fmtNum($row['stamp_duty'] ?? 0),
$fmtNum($row['standerd_bp_per'] ?? 0),
$fmtNum($row['standerd_tp_per'] ?? 0),
$fmtNum($row['actual_bp_amt'] ?? 0),
$fmtNum($row['actual_tp_amt'] ?? 0),
$fmtNum($row['actual_bp_per'] ?? 0),
$fmtNum($row['actual_tp_per'] ?? 0),
$fmtNum($row['actual_tep_brokerage_amt'] ?? 0),
$fmtNum($row['actual_tp_brokerage_amt'] ?? 0),
$na($row['cd_ac_no'] ?? null),
];
$rowData = ['DT_RowAttr' => ['data-id' => $row['pt_id'] ?? '']];
foreach ($cells as $index => $cell) {
$rowData[$index] = $cell;
}
return $rowData;
}
public function reportVarience()
{
$data['tab_name'] = 'Variance Report';
@ -5431,7 +5785,7 @@ class PolicyTransactionController extends BaseController
}
$this->myLogger->logme("error", "Data for BDS Installment " . json_encode($bdsInstallmentData));
// print_rr($bdsInstallmentData);die();
// dd($bdsInstallmentData);die();
if (empty($bdsInstallmentData)) {
$this->myLogger->logme("error", "No Client Installment is Due in the 5th Day");
@ -5439,31 +5793,91 @@ class PolicyTransactionController extends BaseController
return ['status' => false, 'message' => 'No data found', 'response' => []];
}
$results = [];
$successCount = 0;
$failedCount = 0;
$skippedCount = 0;
foreach ($bdsInstallmentData as $installmentData) {
$installmentId = $installmentData['id'] ?? 'unknown';
$leadId = $installmentData['lead_id'] ?? 'unknown';
$mailData = $this->PrepareBDSMailData($installmentData);
$to_mail = $mailData['to_mail'];
$message = $mailData['message'];
$subject = $mailData['subject'];
try {
$mailData = $this->PrepareBDSMailData($installmentData);
$this->myLogger->logme("error", "Installment Pending for" . $subject);
if (empty($mailData) || empty($mailData['to_mail'])) {
$this->myLogger->logme(
'error',
"Installment {$installmentId} (lead {$leadId}): skipped — no valid recipient emails"
);
$skippedCount++;
$results[] = [
'installment_id' => $installmentId,
'lead_id' => $leadId,
'status' => 'skipped',
'message' => 'No valid recipient emails',
];
continue;
}
$common = ['mail_type' => 'installment_amount_due_remainder_mail'];
$to_mail = $mailData['to_mail'];
$message = $mailData['message'];
$subject = $mailData['subject'];
$res = MailHelper::send_email(['mail' => $to_mail, 'subject' => $subject, 'message' => $message, 'common' => $common]);
$this->myLogger->logme("error", "Installment Pending for " . $subject);
$res = json_decode($res);
$this->myLogger->logme('error', 'res: ' . json_encode($res));
$common = ['mail_type' => 'installment_amount_due_remainder_mail'];
if ($res->status == 'success') {
CLI::write("Mail sent successfully to " . count($to_mail) . " recipients");
return ['status' => true, 'message' => 'Mail sent successfully', 'response' => $res];
} else {
CLI::write("Mail sent failed to " . count($to_mail) . " recipients");
return ['status' => false, 'message' => 'Mail sent failed', 'response' => $res];
$res = MailHelper::send_email(['mail' => $to_mail, 'subject' => $subject, 'message' => $message, 'common' => $common]);
$res = json_decode($res);
$this->myLogger->logme(
'error',
"Installment {$installmentId} (lead {$leadId}) mail result: " . json_encode($res)
);
if ($res->status == 'success') {
$successCount++;
CLI::write("Mail sent successfully for installment {$installmentId} to " . count($to_mail) . " recipients");
$results[] = [
'installment_id' => $installmentId,
'lead_id' => $leadId,
'status' => 'success',
];
} else {
$failedCount++;
CLI::write("Mail failed for installment {$installmentId}");
$results[] = [
'installment_id' => $installmentId,
'lead_id' => $leadId,
'status' => 'failed',
'response' => $res,
];
}
} catch (Exception $e) {
$failedCount++;
$this->myLogger->logme(
'error',
"Installment {$installmentId} (lead {$leadId}) exception: " . $e->getMessage()
);
$results[] = [
'installment_id' => $installmentId,
'lead_id' => $leadId,
'status' => 'failed',
'message' => $e->getMessage(),
];
}
}
$totalProcessed = count($bdsInstallmentData);
$summaryMessage = "Processed {$totalProcessed} installment(s): {$successCount} sent, {$failedCount} failed, {$skippedCount} skipped";
return [
'status' => $successCount > 0,
'message' => $summaryMessage,
'response' => $results,
];
} catch (Exception $e) {
$this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
}
@ -5474,44 +5888,63 @@ class PolicyTransactionController extends BaseController
try {
$installment_amount = $data['installment_amount'];
$payment_date = date('d-m-Y', strtotime($data['payment_date']));
$client = $data['client_name'];
$branch = $data['branch_name'];
$sales_person_mail = $data['sales_person'];
$heads = $data['heads'];
$admins = $data['admins'];
$buisness_team = $data['buisness_team'];
$policy_no = $data['policy_no'];
$client_short_name = isset($data['short_name']) && $data['short_name'] != null ? $data['short_name'] : $data['client_name'];
helper('excel_util_helper');
$subject = "Installment Amount Due For Client - {$client_short_name} - Policy NO({$policy_no}) is Due On - {$payment_date}";
$installment_amount = (float) ($data['installment_amount'] ?? 0);
$payment_date = date('d-m-Y', strtotime($data['payment_date']));
$client = $data['client_name'];
$branch = $data['branch_name'];
$sales_person_mail = $data['sales_person'];
$policy_no = trim((string) ($data['policy_no'] ?? ''));
$client_short_name = isset($data['short_name']) && $data['short_name'] != null ? $data['short_name'] : $data['client_name'];
$formatted_amount = '₹ ' . formatIndianCurrency(number_format($installment_amount, 2, '.', ''));
$is_overdue = strtotime($data['payment_date']) < strtotime(date('Y-m-d'));
$policy_label = $policy_no !== '' ? "Policy #{$policy_no}" : 'Policy Pending';
$policy_period = '';
$message = "Policy Installment for Client - {$client}, Branch - {$branch} is Due on {$payment_date}
with amount of {$installment_amount}.<br>
Policy No : {$policy_no}";
if (!empty($data['policy_start_date']) && !empty($data['policy_end_date'])) {
$policy_period = date('d-m-Y', strtotime($data['policy_start_date']))
. ' to '
. date('d-m-Y', strtotime($data['policy_end_date']));
}
$subject = $is_overdue
? "Overdue Installment Reminder - {$client_short_name} | {$policy_label} | Due {$payment_date}"
: "Installment Payment Reminder - {$client_short_name} | {$policy_label} | Due {$payment_date}";
$message = view('bds_installment_reminder_email_template', [
'client_name' => $client,
'branch_name' => $branch,
'policy_no' => $policy_no !== '' ? $policy_no : 'Not Assigned',
'policy_type' => $data['policy_type'] ?? '',
'insurer_name' => $data['insurer_name'] ?? '',
'policy_period' => $policy_period,
'payment_date' => $payment_date,
'installment_amount' => $formatted_amount,
'is_overdue' => $is_overdue,
'generated_on' => date('d-m-Y H:i'),
]);
$contactPersonEmail = trim((string) ($data['contact_person_email'] ?? ''));
$to_mail = array_merge(
array_column($heads, 'email'),
array_column($admins, 'email'),
array_column($buisness_team, 'email'),
[$data['acm_email']],
[$sales_person_mail],
$contactPersonEmail !== '' ? [$contactPersonEmail] : []
);
$to_mail = array_values(array_unique(array_filter($to_mail)));
$to_mail = array_values(array_unique(array_filter($to_mail, static function ($email) {
return is_string($email) && filter_var(trim($email), FILTER_VALIDATE_EMAIL);
})));
$this->myLogger->logme("error", "Selected To Address : " . json_encode($to_mail));
// dd($to_mail);
return [
'to_mail' => $to_mail,
'message' => $message,
'subject' => $subject
];
} catch (Exception $e) {
$this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());

View File

@ -242,20 +242,6 @@ class AbhiClaimImportService extends BaseTpaClaimImportService
$item[$value] = change_date_format($item[$value] ?? null, 'm/d/Y h:i:s A', 'Y-m-d');
}
$params = [
'doa' => $item['doa'] ?? null,
'member_code' => $item['member_code'] ?? null,
'claimed_amount' => $item['claimed_amount'] ?? null,
'healthcard_id' => $item['healthcard_id'] ?? null
];
$is_duplicate = $this->checkDuplicateTpaClaim('claims_dump_abhi', $params);
if ($is_duplicate) {
$item = [];
continue;
}
$item['file_id'] = $file_id ?? null;
$item['client_id'] = $file_data['client_id'] ?? null;
$item['client_policy_id'] = $file_data['client_policy_id'] ?? null;
@ -276,7 +262,7 @@ class AbhiClaimImportService extends BaseTpaClaimImportService
$tpaClaimDumpData = $this->getTpaClaimDumpData('claims_dump_abhi', ['file_id' => $file_id]);
if (empty($tpaClaimDumpData)) {
return ['status' => false, 'message' => "No data to insert in TICKET MASTER"];
return $this->emptyClaimMasterMappingResponse('claims_dump_abhi', (int) $file_id);
}
@ -302,6 +288,7 @@ class AbhiClaimImportService extends BaseTpaClaimImportService
$mapped = [];
$rejecetd_reason = [];
$status_update_array = [];
foreach ($tpaClaimDumpData as $row) {
@ -312,11 +299,16 @@ class AbhiClaimImportService extends BaseTpaClaimImportService
'tpa_no' => $row['healthcard_id'] ?? null
];
$isduplicate = $this->checkDublicateTicketMasterClaim($params);
$newStatusId = $this->checkStatusMapping($this->statusMapping, $row['claim_status'] ?? '') ?? 61;
$existingTicket = $this->getExistingTicketMasterClaim($params);
if ($isduplicate) {
$reason = "This claim already exists in our system.";
$rejecetd_reason[] = ["id" => $row['id'], "master_reject_reason" => $reason];
if ($this->handleExistingTicketStatusUpdate(
$existingTicket,
$newStatusId,
(int) $row['id'],
$status_update_array,
$rejecetd_reason
)) {
continue;
}
@ -358,7 +350,7 @@ class AbhiClaimImportService extends BaseTpaClaimImportService
}
// Meta fields
$item['claim_status_id'] = $this->checkStatusMapping($this->statusMapping, $row['claim_status']);
$item['claim_status_id'] = $newStatusId;
$item['file_id'] = $file_id;
$item['claim_dump_ref_id'] = $row['id'];
$item['claim_dump_date'] = $file_data['claim_dump_date'] ?? null;
@ -372,7 +364,12 @@ class AbhiClaimImportService extends BaseTpaClaimImportService
$mapped[] = $item;
}
return ['status' => true, 'mapped_array' => $mapped, 'rejected_reason_array' => $rejecetd_reason];
return [
'status' => true,
'mapped_array' => $mapped,
'rejected_reason_array' => $rejecetd_reason,
'status_update_array' => $status_update_array,
];
} catch (\Throwable $th) {
$errorData = [

View File

@ -116,16 +116,28 @@ abstract class BaseTpaClaimImportService
// Check if mapping failed
if (!$ticketMasterData['status']) {
// Already-processed dump rows (ticket_id linked) must not be deleted as a "failure".
if (!empty($ticketMasterData['already_processed'])) {
$this->db->transCommit();
return [
'status' => true,
'message' => $ticketMasterData['message'] ?? 'Claim dump already processed for this file.',
];
}
$this->rollbackAndCleanupClaimDumpData($file_id);
return $ticketMasterData;
}
$message = '';
$hasExecutedTask = false;
$status = true;
$hasInserts = !empty($ticketMasterData['mapped_array']);
$hasExistingTicketUpdates = !empty($ticketMasterData['status_update_array']);
$hasRejectedReasons = !empty($ticketMasterData['rejected_reason_array']);
$hasExistingTicketLinks = $this->hasExistingTicketLinkUpdates($ticketMasterData['rejected_reason_array'] ?? []);
// Process Mapped Data
if (!empty($ticketMasterData['mapped_array'])) {
if ($hasInserts) {
$insert_res = $this->importClaimMaster($ticketMasterData['mapped_array']);
if (!$insert_res) {
return $this->failTicketMasterInsert($file_id, 'Ticket Master Claim bulk insert failed');
@ -137,20 +149,33 @@ abstract class BaseTpaClaimImportService
$message .= 'Ticket Master Claim bulk insert success. ';
$hasExecutedTask = true;
}else{
$status = false;
}
// Process Rejected Reasons
if (!empty($ticketMasterData['rejected_reason_array'])) {
// Update existing tickets: status and/or missing claim_dump_ref_id
if ($hasExistingTicketUpdates) {
$update_status_res = $this->updateExistingTicketStatuses($ticketMasterData['status_update_array']);
if (!$update_status_res) {
return $this->failTicketMasterInsert($file_id, 'Updating existing tickets failed');
}
$message .= 'Existing ticket updated successfully. ';
$hasExecutedTask = true;
}
// Process Rejected Reasons (also writes ticket_id onto TPA dump rows for existing tickets)
if ($hasRejectedReasons) {
$update_res = $this->updateTicketMasterRejectedReasonInTPATable($ticketMasterData['rejected_reason_array']);
if (!$update_res) {
return $this->failTicketMasterInsert($file_id, 'Updating rejected reasons failed');
}
$message .= empty($ticketMasterData['mapped_array'])
? 'Those employee or dependent not in our system. '
: 'Ticket Master Claim rejected reason updated successfully. ';
if ($hasExistingTicketLinks) {
$message .= 'Existing claim dump ticket_id linked successfully. ';
} elseif (!$hasInserts && !$hasExistingTicketUpdates) {
$message .= 'Those employee or dependent not in our system. ';
} else {
$message .= 'Ticket Master Claim rejected reason updated successfully. ';
}
$hasExecutedTask = true;
}
@ -162,6 +187,7 @@ abstract class BaseTpaClaimImportService
// 2. Commit the transaction
$this->db->transCommit();
$status = $hasInserts || $hasExistingTicketUpdates || $hasExistingTicketLinks;
if (!$status) {
$this->cleanupClaimDumpData($file_id);
}
@ -323,22 +349,110 @@ abstract class BaseTpaClaimImportService
*/
protected function checkDublicateTicketMasterClaim(array $param): bool
{
$ticketMaster = new TicketMasterModel();
$ticket_master_data = $ticketMaster
->where('doa', $param['doa'])
->where('tpa_no', $param['tpa_no'])
->where('claim_amount', $param['claim_amount'])
->where('emp_code', $param['emp_code'])
->where('is_active', 1)
->findAll();
return $this->getExistingTicketMasterClaim($param) !== null;
}
if(count($ticket_master_data) > 0){
/**
* Fetch existing ticket_master record matching claim identity keys.
*/
protected function getExistingTicketMasterClaim(array $param): ?array
{
$ticketMaster = new TicketMasterModel();
$ticket = $ticketMaster
->where('doa', $param['doa'])
->where('tpa_no', $param['tpa_no'])
->where('claim_amount', $param['claim_amount'])
->where('emp_code', $param['emp_code'])
->where('is_active', 1)
->first();
return $ticket ?: null;
}
/**
* Update existing ticket_master rows (status and/or claim_dump_ref_id).
*/
protected function updateExistingTicketStatuses(array $statusUpdates): bool
{
if (empty($statusUpdates)) {
return true;
}
$ticketMasterModel = new TicketMasterModel();
return $ticketMasterModel->updateBatch($statusUpdates, 'id') !== false;
}
/**
* True when rejected_reason rows include ticket_id links for existing tickets.
*/
protected function hasExistingTicketLinkUpdates(array $rejectedReasonArray): bool
{
foreach ($rejectedReasonArray as $row) {
if (!empty($row['ticket_id'])) {
return true;
}
}
return false;
}
/**
* If ticket already exists:
* - update claim_status_id when changed
* - set claim_dump_ref_id on ticket_master when null
* - set ticket_id on TPA dump row when null (via rejected_reason_array)
*
* Returns true when the row was handled as an existing ticket (caller should continue).
*/
protected function handleExistingTicketStatusUpdate(
?array $existingTicket,
int $newStatusId,
int $dumpRowId,
array &$statusUpdateArray,
array &$rejectedReasonArray
): bool {
if (empty($existingTicket)) {
return false;
}
$ticketId = $existingTicket['id'];
$currentStatusId = (int) ($existingTicket['claim_status_id'] ?? 0);
$statusChanged = $currentStatusId !== (int) $newStatusId;
$claimDumpRefIdMissing = empty($existingTicket['claim_dump_ref_id']);
$ticketUpdate = ['id' => $ticketId];
$reasons = [];
if ($statusChanged) {
$ticketUpdate['claim_status_id'] = $newStatusId;
$reasons[] = 'status updated';
}
if ($claimDumpRefIdMissing) {
$ticketUpdate['claim_dump_ref_id'] = $dumpRowId;
$reasons[] = 'claim_dump_ref_id linked';
}
if (count($ticketUpdate) > 1) {
$statusUpdateArray[] = $ticketUpdate;
}
if ($statusChanged || $claimDumpRefIdMissing) {
$reason = 'Existing claim ' . implode(' and ', $reasons) . '.';
} else {
$reason = 'This claim already exists in our system.';
}
// Dump rows reaching here already have ticket_id NULL; link them to the existing ticket.
$rejectedReasonArray[] = [
'id' => $dumpRowId,
'master_reject_reason' => $reason,
'ticket_id' => $ticketId,
];
return true;
}
/**
* Dublicate check in the TPA specific table records
*/
@ -365,6 +479,32 @@ abstract class BaseTpaClaimImportService
->getResultArray();
}
/**
* Response when no pending dump rows are left for ticket_master mapping.
* Marks already-processed files so cleanup does not delete linked dump rows.
*/
protected function emptyClaimMasterMappingResponse(string $table, int $fileId): array
{
$alreadyProcessed = $this->db->table($table)
->where('file_id', $fileId)
->where('is_active', 1)
->groupStart()
->where('ticket_id IS NOT NULL', null, false)
->orWhere('master_reject_reason IS NOT NULL', null, false)
->groupEnd()
->countAllResults() > 0;
if ($alreadyProcessed) {
return [
'status' => false,
'already_processed' => true,
'message' => 'Claim dump already processed for this file.',
];
}
return ['status' => false, 'message' => 'No data to insert in TICKET MASTER'];
}
/**
* Dublicate check in the TPA specific table records
*/

View File

@ -308,20 +308,6 @@ class FhplClaimImportService extends BaseTpaClaimImportService
$item[$value] = change_date_format($item[$value] ?? null, 'd-M-y', 'Y-m-d');
}
$params = [
'admission_date' => $item['admission_date'] ?? null,
'employee_id' => $item['employee_id'] ?? null,
'claim_amount' => $item['claim_amount'] ?? null,
'uhid_no' => $item['uhid_no'] ?? null
];
$is_duplicate = $this->checkDuplicateTpaClaim('claims_dump_fhpl', $params);
if ($is_duplicate) {
$item = [];
continue;
}
$item['file_id'] = $file_id ?? null;
$item['client_id'] = $file_data['client_id'] ?? null;
$item['client_policy_id'] = $file_data['client_policy_id'] ?? null;
@ -342,7 +328,7 @@ class FhplClaimImportService extends BaseTpaClaimImportService
$tpaClaimDumpData = $this->getTpaClaimDumpData('claims_dump_fhpl', ['file_id' => $file_id]);
if (empty($tpaClaimDumpData)) {
return ['status' => false, 'message' => "No data to insert in TICKET MASTER"];
return $this->emptyClaimMasterMappingResponse('claims_dump_fhpl', (int) $file_id);
}
@ -368,6 +354,7 @@ class FhplClaimImportService extends BaseTpaClaimImportService
$mapped = [];
$rejecetd_reason = [];
$status_update_array = [];
foreach ($tpaClaimDumpData as $row) {
@ -378,11 +365,16 @@ class FhplClaimImportService extends BaseTpaClaimImportService
'tpa_no' => $row['uhid_no'] ?? null
];
$isduplicate = $this->checkDublicateTicketMasterClaim($params);
$newStatusId = $this->checkStatusMapping($this->statusMapping, $row['current_claim_status'] ?? '') ?? 61;
$existingTicket = $this->getExistingTicketMasterClaim($params);
if ($isduplicate) {
$reason = "This claim already exists in our system.";
$rejecetd_reason[] = ["id" => $row['id'], "master_reject_reason" => $reason];
if ($this->handleExistingTicketStatusUpdate(
$existingTicket,
$newStatusId,
(int) $row['id'],
$status_update_array,
$rejecetd_reason
)) {
continue;
}
@ -424,7 +416,7 @@ class FhplClaimImportService extends BaseTpaClaimImportService
}
// Meta fields
$item['claim_status_id'] = $this->checkStatusMapping($this->statusMapping, $row['current_claim_status']) ?? 61;
$item['claim_status_id'] = $newStatusId;
$item['file_id'] = $file_id;
$item['claim_dump_ref_id'] = $row['id'];
$item['claim_dump_date'] = $file_data['claim_dump_date'] ?? null;
@ -438,7 +430,12 @@ class FhplClaimImportService extends BaseTpaClaimImportService
$mapped[] = $item;
}
return ['status' => true, 'mapped_array' => $mapped, 'rejected_reason_array' => $rejecetd_reason];
return [
'status' => true,
'mapped_array' => $mapped,
'rejected_reason_array' => $rejecetd_reason,
'status_update_array' => $status_update_array,
];
} catch (\Throwable $th) {

View File

@ -223,20 +223,6 @@ class IciciClaimImportService extends BaseTpaClaimImportService
$item[$value] = change_date_format($item[$value] ?? null);
}
$params = [
'doa' => change_date_format($item['doa'] ?? '') ?? null,
'employee_member_id' => $item['employee_member_id'] ?? null,
'claimed_amount' => $item['claimed_amount'] ?? null,
'uhid' => $item['uhid'] ?? null
];
$is_duplicate = $this->checkDuplicateTpaClaim('claims_dump_icici', $params);
if ($is_duplicate) {
$item = [];
continue;
}
$item['file_id'] = $file_id ?? null;
$item['client_id'] = $file_data['client_id'] ?? null;
$item['client_policy_id'] = $file_data['client_policy_id'] ?? null;
@ -257,7 +243,7 @@ class IciciClaimImportService extends BaseTpaClaimImportService
$tpaClaimDumpData = $this->getTpaClaimDumpData('claims_dump_icici', ['file_id' => $file_id]);
if (empty($tpaClaimDumpData)) {
return ['status' => false, 'message' => "No data to insert in TICKET MASTER"];
return $this->emptyClaimMasterMappingResponse('claims_dump_icici', (int) $file_id);
}
@ -283,21 +269,27 @@ class IciciClaimImportService extends BaseTpaClaimImportService
$mapped = [];
$rejecetd_reason = [];
$status_update_array = [];
foreach ($tpaClaimDumpData as $row) {
$params = [
'doa' => change_date_format($row['doa'] ?? '') ?? null,
'emp_code' => $row['employee_member_id'] ?? null,
'claim_amount' => $row['claim_amount'] ?? null,
'claim_amount' => $row['claimed_amount'] ?? null,
'tpa_no' => $row['uhid'] ?? null
];
$isduplicate = $this->checkDublicateTicketMasterClaim($params);
$newStatusId = $this->checkStatusMapping($this->statusMapping, $row['updated_status'] ?? '') ?? 61;
$existingTicket = $this->getExistingTicketMasterClaim($params);
if ($isduplicate) {
$reason = "This claim already exists in our system.";
$rejecetd_reason[] = ["id" => $row['id'], "master_reject_reason" => $reason];
if ($this->handleExistingTicketStatusUpdate(
$existingTicket,
$newStatusId,
(int) $row['id'],
$status_update_array,
$rejecetd_reason
)) {
continue;
}
@ -339,7 +331,7 @@ class IciciClaimImportService extends BaseTpaClaimImportService
}
// Meta fields
$item['claim_status_id'] = $this->checkStatusMapping($this->statusMapping, $row['updated_status']) ?? 61;
$item['claim_status_id'] = $newStatusId;
$item['claim_dump_ref_id'] = $row['id'];
$item['file_id'] = $file_id;
$item['claim_dump_date'] = $file_data['claim_dump_date'] ?? null;
@ -353,7 +345,12 @@ class IciciClaimImportService extends BaseTpaClaimImportService
$mapped[] = $item;
}
return ['status' => true, 'mapped_array' => $mapped, 'rejected_reason_array' => $rejecetd_reason];
return [
'status' => true,
'mapped_array' => $mapped,
'rejected_reason_array' => $rejecetd_reason,
'status_update_array' => $status_update_array,
];
} catch (\Throwable $th) {

View File

@ -256,20 +256,6 @@ class MediAssistClaimImportService extends BaseTpaClaimImportService
$item[$dbColumn] = $value;
}
$params = [
'date_of_admission' => change_date_format($item['date_of_admission'] ?? '') ?? null,
'pribenef_employee_code' => $item['pribenef_employee_code'] ?? null,
'claim_amount' => $item['claim_amount'] ?? null,
'event_id' => $item['event_id'] ?? null
];
$is_duplicate = $this->checkDuplicateTpaClaim('claims_dump_medi_assist', $params);
if ($is_duplicate) {
$item = [];
continue;
}
$item['file_id'] = $file_id ?? null;
$item['client_id'] = $file_data['client_id'] ?? null;
$item['client_policy_id'] = $file_data['client_policy_id'] ?? null;
@ -290,7 +276,7 @@ class MediAssistClaimImportService extends BaseTpaClaimImportService
$tpaClaimDumpData = $this->getTpaClaimDumpData('claims_dump_medi_assist', ['file_id' => $file_id]);
if (empty($tpaClaimDumpData)) {
return ['status' => false, 'message' => "No data to insert in TICKET MASTER"];
return $this->emptyClaimMasterMappingResponse('claims_dump_medi_assist', (int) $file_id);
}
@ -316,6 +302,7 @@ class MediAssistClaimImportService extends BaseTpaClaimImportService
$mapped = [];
$rejecetd_reason = [];
$status_update_array = [];
foreach ($tpaClaimDumpData as $row) {
@ -326,11 +313,16 @@ class MediAssistClaimImportService extends BaseTpaClaimImportService
'tpa_no' => $row['event_id'] ?? null
];
$isduplicate = $this->checkDublicateTicketMasterClaim($params);
$newStatusId = $this->checkStatusMapping($this->statusMapping, $row['claim_status'] ?? '') ?? 61;
$existingTicket = $this->getExistingTicketMasterClaim($params);
if ($isduplicate) {
$reason = "This claim already exists in our system.";
$rejecetd_reason[] = ["id" => $row['id'], "master_reject_reason" => $reason];
if ($this->handleExistingTicketStatusUpdate(
$existingTicket,
$newStatusId,
(int) $row['id'],
$status_update_array,
$rejecetd_reason
)) {
continue;
}
@ -374,7 +366,7 @@ class MediAssistClaimImportService extends BaseTpaClaimImportService
// Meta fields
$item['claim_dump_ref_id'] = $row['id'];
$item['file_id'] = $file_id;
$item['claim_status_id'] = $this->checkStatusMapping($this->statusMapping, $row['claim_status']) ?? 61;
$item['claim_status_id'] = $newStatusId;
$item['claim_dump_date'] = $file_data['claim_dump_date'] ?? null;
$item['created_by'] = $file_data['created_by'] ?? null;
$item['claim_type'] = 1;
@ -386,7 +378,12 @@ class MediAssistClaimImportService extends BaseTpaClaimImportService
$mapped[] = $item;
}
return ['status' => true, 'mapped_array' => $mapped, 'rejected_reason_array' => $rejecetd_reason];
return [
'status' => true,
'mapped_array' => $mapped,
'rejected_reason_array' => $rejecetd_reason,
'status_update_array' => $status_update_array,
];
} catch (\Throwable $th) {

View File

@ -208,20 +208,6 @@ class RcareClaimImportService extends BaseTpaClaimImportService
$item[$value] = change_date_format($item[$value] ?? null, 'd-M-y', 'Y-m-d');
}
$params = [
'doa_opd_treatment_from' => $item['doa_opd_treatment_from'] ?? null,
'employee_member_id' => $item['employee_member_id'] ?? null,
'claimed_amount' => $item['claimed_amount'] ?? null,
'uhid' => $item['uhid'] ?? null
];
$is_duplicate = $this->checkDuplicateTpaClaim('claims_dump_reliance', $params);
if ($is_duplicate) {
$item = [];
continue;
}
$item['file_id'] = $file_id ?? null;
$item['client_id'] = $file_data['client_id'] ?? null;
$item['client_policy_id'] = $file_data['client_policy_id'] ?? null;
@ -242,7 +228,7 @@ class RcareClaimImportService extends BaseTpaClaimImportService
$tpaClaimDumpData = $this->getTpaClaimDumpData('claims_dump_reliance', ['file_id' => $file_id]);
if (empty($tpaClaimDumpData)) {
return ['status' => false, 'message' => "No data to insert in TICKET MASTER"];
return $this->emptyClaimMasterMappingResponse('claims_dump_reliance', (int) $file_id);
}
@ -268,6 +254,7 @@ class RcareClaimImportService extends BaseTpaClaimImportService
$mapped = [];
$rejecetd_reason = [];
$status_update_array = [];
foreach ($tpaClaimDumpData as $row) {
@ -278,11 +265,16 @@ class RcareClaimImportService extends BaseTpaClaimImportService
'tpa_no' => $row['uhid'] ?? null
];
$isduplicate = $this->checkDublicateTicketMasterClaim($params);
$newStatusId = $this->checkStatusMapping($this->statusMapping, $row['final_status'] ?? '') ?? 61;
$existingTicket = $this->getExistingTicketMasterClaim($params);
if ($isduplicate) {
$reason = "This claim already exists in our system.";
$rejecetd_reason[] = ["id" => $row['id'], "master_reject_reason" => $reason];
if ($this->handleExistingTicketStatusUpdate(
$existingTicket,
$newStatusId,
(int) $row['id'],
$status_update_array,
$rejecetd_reason
)) {
continue;
}
@ -324,7 +316,7 @@ class RcareClaimImportService extends BaseTpaClaimImportService
}
// Meta fields
$item['claim_status_id'] = $this->checkStatusMapping($this->statusMapping, $row['final_status']) ?? 61;
$item['claim_status_id'] = $newStatusId;
$item['file_id'] = $file_id;
$item['created_by'] = $file_data['created_by'] ?? null;
$item['claim_dump_ref_id'] = $row['id'];
@ -338,7 +330,12 @@ class RcareClaimImportService extends BaseTpaClaimImportService
$mapped[] = $item;
}
return ['status' => true, 'mapped_array' => $mapped, 'rejected_reason_array' => $rejecetd_reason];
return [
'status' => true,
'mapped_array' => $mapped,
'rejected_reason_array' => $rejecetd_reason,
'status_update_array' => $status_update_array,
];
} catch (\Throwable $th) {

View File

@ -455,20 +455,6 @@ class VidalClaimImportService extends BaseTpaClaimImportService
$item[$dbColumn] = $value;
}
$params = [
'date_of_admission' => change_date_format($item['date_of_admission'] ?? '') ?? null,
'employee_number' => $item['employee_number'] ?? null,
'claim_amount' => $item['claim_amount'] ?? null,
'primary_policy_holder_card_id' => $item['primary_policy_holder_card_id'] ?? null
];
$is_duplicate = $this->checkDuplicateTpaClaim('claims_dump_vidal', $params);
if ($is_duplicate) {
$item = [];
continue;
}
$item['file_id'] = $file_id ?? null;
$item['client_id'] = $file_data['client_id'] ?? null;
$item['client_policy_id'] = $file_data['client_policy_id'] ?? null;
@ -489,7 +475,7 @@ class VidalClaimImportService extends BaseTpaClaimImportService
$tpaClaimDumpData = $this->getTpaClaimDumpData('claims_dump_vidal', ['file_id' => $file_id]);
if (empty($tpaClaimDumpData)) {
return ['status' => false, 'message' => "No data to insert in TICKET MASTER"];
return $this->emptyClaimMasterMappingResponse('claims_dump_vidal', (int) $file_id);
}
@ -515,6 +501,7 @@ class VidalClaimImportService extends BaseTpaClaimImportService
$mapped = [];
$rejecetd_reason = [];
$status_update_array = [];
foreach ($tpaClaimDumpData as $row) {
@ -525,11 +512,16 @@ class VidalClaimImportService extends BaseTpaClaimImportService
'tpa_no' => $row['primary_policy_holder_card_id'] ?? null
];
$isduplicate = $this->checkDublicateTicketMasterClaim($params);
$newStatusId = $this->checkStatusMapping($this->statusMapping, $row['claim_status'] ?? '') ?? 61;
$existingTicket = $this->getExistingTicketMasterClaim($params);
if ($isduplicate) {
$reason = "This claim already exists in our system.";
$rejecetd_reason[] = ["id" => $row['id'], "master_reject_reason" => $reason];
if ($this->handleExistingTicketStatusUpdate(
$existingTicket,
$newStatusId,
(int) $row['id'],
$status_update_array,
$rejecetd_reason
)) {
continue;
}
@ -565,7 +557,7 @@ class VidalClaimImportService extends BaseTpaClaimImportService
}
// Meta fields
$item['claim_status_id'] = $this->checkStatusMapping($this->statusMapping, $row['claim_status']) ?? 61;
$item['claim_status_id'] = $newStatusId;
$item['file_id'] = $file_id;
$item['claim_dump_ref_id'] = $row['id'];
$item['claim_dump_date'] = $file_data['claim_dump_date'] ?? null;
@ -579,7 +571,12 @@ class VidalClaimImportService extends BaseTpaClaimImportService
$mapped[] = $item;
}
return ['status' => true, 'mapped_array' => $mapped, 'rejected_reason_array' => $rejecetd_reason];
return [
'status' => true,
'mapped_array' => $mapped,
'rejected_reason_array' => $rejecetd_reason,
'status_update_array' => $status_update_array,
];
} catch (\Throwable $th) {

View File

@ -135,37 +135,56 @@ class BdsPlacementModel extends Model
{
/** @var BdsConfig $config */
$config = config(BdsConfig::class);
// print_r($config);die();
if (!$config->shouldFetchInstallmentRemindersToday()) {
return [];
}
$heads = $this->db->table('user_profiles')
->select('email')->where(['role' => 5, 'is_active' => 1])
->get()->getResultArray();
// $heads = $this->db->table('user_profiles')
// ->select('email')->where(['role' => 5, 'is_active' => 1])
// ->get()->getResultArray();
$admins = $this->db->table('user_profiles')
->select('email')->where(['role' => 1, 'is_active' => 1])
->get()->getResultArray();
// $admins = $this->db->table('user_profiles')
// ->select('email')->where(['role' => 1, 'is_active' => 1])
// ->get()->getResultArray();
$businessTeam = $this->db->table("user_teams ut")
->select("up.email")
->join('user_profiles up', 'up.id = ut.user_id AND up.is_active = 1')
->where(["ut.team_id" => 7, "ut.is_active" => 1])
->get()->getResultArray();
// $businessTeam = $this->db->table("user_teams ut")
// ->select("up.email")
// ->join('user_profiles up', 'up.id = ut.user_id AND up.is_active = 1')
// ->where(["ut.team_id" => 7, "ut.is_active" => 1])
// ->get()->getResultArray();
$builder = $this->db->table("lead_installment_payment_details lipd")
->select("lipd.*, COALESCE(ct.client_name, leads.client_name) as client_name, COALESCE(ct.short_name, leads.client_short_name) as short_name, COALESCE(cb.branch_name, leads.branch_name) as branch_name, leads.salse_person_id, leads.contact_person_email, cp.policy_no")
->select("
lipd.*,
COALESCE(ct.client_name, leads.client_name) as client_name,
COALESCE(ct.short_name, leads.client_short_name) as short_name,
COALESCE(cb.branch_name, leads.branch_name) as branch_name,
leads.salse_person_id,
leads.contact_person_email,
leads.contact_person_name,
leads.contact_person_mobile,
COALESCE(cp.policy_no, cp_src.policy_no) as policy_no,
COALESCE(cp.policy_start_date, cp_src.policy_start_date) as policy_start_date,
COALESCE(cp.policy_end_date, cp_src.policy_end_date) as policy_end_date,
COALESCE(ins.name, ins_src.name) as insurer_name,
COALESCE(pt.policy_type, pt_src.policy_type) as policy_type,
leads.acm_id,
leads.is_policy_created
")
->join("leads", "leads.id = lipd.lead_id")
->join("clients ct", "ct.id = leads.client_id", "left")
->join("client_branch cb", "cb.id = leads.client_branch_id", "left")
->join("client_policy cp", "cp.id = leads.source_policy_id", "left")
->join("client_policy cp", "cp.id = leads.is_policy_created", "left")
->join("client_policy cp_src", "cp_src.id = leads.source_policy_id", "left")
->join("insurers ins", "ins.id = cp.insurer_id", "left")
->join("insurers ins_src", "ins_src.id = cp_src.insurer_id", "left")
->join("policy_type pt", "pt.id = cp.policy_type_id", "left")
->join("policy_type pt_src", "pt_src.id = cp_src.policy_type_id", "left")
->where("lipd.is_active", 1)
->where("lipd.utr_no IS NULL OR lipd.utr_no = ''");
$targetPaymentDate = $this->addBusinessDays($config->installmentReminderBusinessDays);
// print_r($targetPaymentDate);die();
if ($config->installmentReminderFetchOverduePendingUtr) {
$builder->groupStart()
@ -178,27 +197,46 @@ class BdsPlacementModel extends Model
$data = $builder->get()->getResultArray();
// print_r($this->db->getLastQuery()->getQuery());die();
foreach ($data as &$row) {
$sales_person_ids = json_decode($row['salse_person_id'], true);
$sales_person_id = $sales_person_ids[0] ?? null;
$acm_id = $row['acm_id'] ?? null;
if ($acm_id) {
$acm_user = $this->db->table('user_profiles')
->select('email, first_name, last_name')
->where('id', (int) $acm_id)
->get()
->getRowArray();
$row['acm_email'] = $acm_user['email'] ?? 'N/A';
$row['acm_name'] = trim(
($acm_user['first_name'] ?? '') . ' ' . ($acm_user['last_name'] ?? '')
) ?: 'Not Assigned';
} else {
$row['acm_email'] = 'N/A';
$row['acm_name'] = 'Not Assigned';
}
if ($sales_person_id) {
$user = $this->db->table('user_profiles')
->select('email')
->select('email, first_name, last_name')
->where('id', (int) $sales_person_id)
->get()
->getRowArray();
$row['sales_person'] = $user['email'] ?? 'N/A';
$row['sales_person_name'] = trim(
($user['first_name'] ?? '') . ' ' . ($user['last_name'] ?? '')
) ?: 'Not Assigned';
} else {
$row['sales_person'] = 'Not Assigned';
$row['sales_person_name'] = 'Not Assigned';
}
$row['heads'] = $heads;
$row['admins'] = $admins;
$row['buisness_team'] = $businessTeam;
// $row['heads'] = $heads;
// $row['admins'] = $admins;
// $row['buisness_team'] = $businessTeam;
}
return $data;

View File

@ -1136,6 +1136,136 @@
return $data;
}
public function getCachedInceptionTranctionListData(array $filters): array
{
$cacheKey = 'inception_list_v1_' . md5(json_encode($filters));
$cache = \Config\Services::cache();
$cached = $cache->get($cacheKey);
if (is_array($cached) && isset($cached['rows'], $cached['expires_at'])) {
return $cached;
}
$ttl = 300;
$rows = $this->getInceptionTranctionListData(
$filters['start_date'] ?? 0,
$filters['end_date'] ?? 0,
$filters['client_id'] ?? 0,
$filters['insurer_id'] ?? 0,
$filters['policy_type_id'] ?? 0,
$filters['date_type'] ?? 0,
$filters['issuer'] ?? 0,
$filters['status'] ?? 0,
$filters['ids'] ?? null
);
$payload = [
'rows' => $rows,
'expires_at' => time() + $ttl,
];
$cache->save($cacheKey, $payload, $ttl);
return $payload;
}
public function filterInceptionTranctionRowsBySearch(array $rows, string $searchValue): array
{
$needle = mb_strtolower(trim($searchValue));
if ($needle === '') {
return $rows;
}
$issuerMap = [1 => 'jibs', 2 => 'nhance'];
$issueTypeMap = [1 => 'fresh', 2 => 'renewal', 3 => 'roll over'];
$clientTypeMap = [1 => 'group', 2 => 'individual'];
$statusMap = [
'under_process' => 'under process',
'client_pending' => 'client pending',
'insurer_pending' => 'insurer pending',
'co_insurer_pending' => 'co-insurer pending',
'tpa_pending' => 'tpa pending',
'validated' => 'validated',
'cancelled' => 'cancelled',
'instalment_pending' => 'instalment pending',
'completed' => 'completed',
'lost' => 'lost',
];
$fields = [
'client_name',
'client_short_name',
'client_branch_name',
'insurer_short_name',
'policy_type',
'policy_no',
'user_name',
'status',
'pan',
];
return array_values(array_filter($rows, static function (array $row) use ($needle, $fields, $issuerMap, $issueTypeMap, $clientTypeMap, $statusMap) {
foreach ($fields as $field) {
$value = $row[$field] ?? '';
if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
return true;
}
}
// Search by rendered labels shown in list columns.
$issuerText = $issuerMap[(int) ($row['issuer'] ?? 0)] ?? '';
if ($issuerText !== '' && mb_strpos($issuerText, $needle) !== false) {
return true;
}
$issueTypeText = $issueTypeMap[(int) ($row['issue_type'] ?? 0)] ?? '';
if ($issueTypeText !== '' && mb_strpos($issueTypeText, $needle) !== false) {
return true;
}
$clientTypeText = $clientTypeMap[(int) ($row['client_type'] ?? 0)] ?? '';
if ($clientTypeText !== '' && mb_strpos($clientTypeText, $needle) !== false) {
return true;
}
$statusCode = (string) ($row['status'] ?? '');
$statusText = $statusMap[$statusCode] ?? '';
if ($statusText !== '' && mb_strpos($statusText, $needle) !== false) {
return true;
}
return false;
}));
}
public function getInceptionTranctionListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
{
$cached = $this->getCachedInceptionTranctionListData($filters);
$allRows = $cached['rows'] ?? [];
$recordsTotal = count($allRows);
if ($searchValue !== '') {
$allRows = $this->filterInceptionTranctionRowsBySearch($allRows, $searchValue);
}
$recordsFiltered = count($allRows);
if ($length < 0) {
$length = $recordsFiltered;
}
$pageRows = $length > 0
? array_slice(array_values($allRows), $start, $length)
: array_values($allRows);
return [
'draw' => $draw,
'recordsTotal' => $recordsTotal,
'recordsFiltered' => $recordsFiltered,
'data' => $pageRows,
'cache_expires_in_ms' => max(0, (($cached['expires_at'] ?? time()) - time()) * 1000),
];
}
public function getEndorsementTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
@ -1248,6 +1378,136 @@
return $builder->get()->getResultArray();
}
public function getCachedEndorsementTranctionListData(array $filters): array
{
$cacheKey = 'endorsement_list_v1_' . md5(json_encode($filters));
$cache = \Config\Services::cache();
$cached = $cache->get($cacheKey);
if (is_array($cached) && isset($cached['rows'], $cached['expires_at'])) {
return $cached;
}
$ttl = 300;
$rows = $this->getEndorsementTranctionListData(
$filters['start_date'] ?? 0,
$filters['end_date'] ?? 0,
$filters['client_id'] ?? 0,
$filters['insurer_id'] ?? 0,
$filters['policy_type_id'] ?? 0,
$filters['date_type'] ?? 0,
$filters['issuer'] ?? 0,
$filters['status'] ?? 0
);
$payload = [
'rows' => $rows,
'expires_at' => time() + $ttl,
];
$cache->save($cacheKey, $payload, $ttl);
return $payload;
}
public function filterEndorsementTranctionRowsBySearch(array $rows, string $searchValue): array
{
$needle = mb_strtolower(trim($searchValue));
if ($needle === '') {
return $rows;
}
$issuerMap = [1 => 'jibs', 2 => 'nhance'];
$statusMap = [
'under_process' => 'under process',
'client_pending' => 'client pending',
'insurer_pending' => 'insurer pending',
'co_insurer_pending' => 'co-insurer pending',
'tpa_pending' => 'tpa pending',
'validated' => 'validated',
'cancelled' => 'cancelled',
'instalment_pending' => 'instalment pending',
'completed' => 'completed',
];
$actionTypeMap = [
'addition' => 'addition',
'deletion' => 'deletion',
'addition_deletion' => 'addition & deletion',
'si_enhancement' => 'si enhancement',
'combo_a_d_si' => 'combo a, d & si',
'correction' => 'correction',
'baby_addition' => 'baby addition',
'policy_instalment' => 'policy instalment',
'addition_inception' => 'addition-inception',
'bds_correction' => 'bds correction',
'policy_correction' => 'policy correction',
'policy_cancellation' => 'policy cancellation',
];
$fields = [
'client_short_name',
'client_branch_name',
'insurer_short_name',
'policy_type',
'endorsement_no',
'policy_no',
];
return array_values(array_filter($rows, static function (array $row) use ($needle, $fields, $issuerMap, $statusMap, $actionTypeMap) {
foreach ($fields as $field) {
$value = $row[$field] ?? '';
if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
return true;
}
}
$issuerText = $issuerMap[(int) ($row['issuer'] ?? 0)] ?? '';
if ($issuerText !== '' && mb_strpos($issuerText, $needle) !== false) {
return true;
}
$statusText = $statusMap[(string) ($row['status'] ?? '')] ?? '';
if ($statusText !== '' && mb_strpos($statusText, $needle) !== false) {
return true;
}
$actionTypeText = $actionTypeMap[(string) ($row['action_type'] ?? '')] ?? '';
if ($actionTypeText !== '' && mb_strpos($actionTypeText, $needle) !== false) {
return true;
}
return false;
}));
}
public function getEndorsementTranctionListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
{
$cached = $this->getCachedEndorsementTranctionListData($filters);
$allRows = $cached['rows'] ?? [];
$recordsTotal = count($allRows);
if ($searchValue !== '') {
$allRows = $this->filterEndorsementTranctionRowsBySearch($allRows, $searchValue);
}
$recordsFiltered = count($allRows);
if ($length < 0) {
$length = $recordsFiltered;
}
$pageRows = $length > 0
? array_slice(array_values($allRows), $start, $length)
: array_values($allRows);
return [
'draw' => $draw,
'recordsTotal' => $recordsTotal,
'recordsFiltered' => $recordsFiltered,
'data' => $pageRows,
'cache_expires_in_ms' => max(0, (($cached['expires_at'] ?? time()) - time()) * 1000),
];
}
public function getVarienceReportLIst($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
{
$builder = $this->db->table('policy_transaction')
@ -3099,11 +3359,15 @@
}
}
// 2. Dynamic $where array
// 2. Dynamic $where (string SQL fragment or column => value map)
if (!empty($where)) {
foreach ($where as $column => $value) {
$value = addslashes($value);
$conditions .= " AND `$column` = '$value' ";
if (is_string($where)) {
$conditions .= ' AND ' . $where . ' ';
} else {
foreach ($where as $column => $value) {
$value = addslashes($value);
$conditions .= " AND `$column` = '$value' ";
}
}
}
@ -3739,119 +4003,245 @@
$query = $this->db->query($sql);
$result = $query->getResultArray();
return $this->processBDSReportResults($result);
}
// $countofalldata = count($result);
// Kint::dump($result);
// dd($this->db->getLastQuery()->getQuery());
/**
* Post-process raw BDS report rows (dedup, rewards, unbilled amounts).
*/
public function processBDSReportResults(array $result): array
{
$keys = [];
$filtered = [];
foreach ($result as $row) {
// Normalize endorsement number
$endorsement_number = !empty($row['endorsement_no']) ? $row['endorsement_no'] : '-';
$reward = (float) ($row['reward'] ?? 0);
$billed_amt = (float) ($row['billed_amt'] ?? 0);
if($reward == 0.00 && $billed_amt == 0.00 && $row['statement_uploaded'] === 'statement uploaded'){
if ($reward == 0.00 && $billed_amt == 0.00 && $row['statement_uploaded'] === 'statement uploaded') {
continue;
}
if ($reward > 0 && ($row['billed_amt'] ?? 0) == 0.00) {
$row['total_irda_amt'] = '0.00';
$row['billed_amt'] = $reward;
$rewardFlag = 'R'; // Reward row
} else {
$rewardFlag = 'N'; // Normal row
if ($reward > 0 && ($row['billed_amt'] ?? 0) == 0.00) {
$row['total_irda_amt'] = '0.00';
$row['billed_amt'] = $reward;
$rewardFlag = 'R';
} else {
$rewardFlag = 'N';
}
// ✅ Stable key (NO reward flag)
$key = implode('|', [
$row['statement_year_month'],
$row['insurer_name'],
$row['policy_no'],
$endorsement_number,
$rewardFlag
$rewardFlag,
]);
// Prefer "statement uploaded"
if ($row['statement_uploaded'] === 'statement uploaded') {
$filtered[$key] = $row;
$keys[$key] = true;
}
// Keep no-statement only if uploaded not present
elseif (!isset($keys[$key])) {
$keys[$key] = true;
} elseif (!isset($keys[$key])) {
$filtered[$key] = $row;
}
}
// Reindex final output
$result = array_values($filtered);
// dd($result);
// --------------------------------------------------------------------------------------------------------
$totalBilled = [];
$totalIrdaMap = [];
foreach ($result as $row) {
$key = $row['pt_id'].'-'.$row['insurer_id'];
$key = $row['pt_id'] . '-' . $row['insurer_id'];
// Sum billed amount
$totalBilled[$key] = ($totalBilled[$key] ?? 0) + (float) ($row['billed_amt'] ?? 0);
// Store total_irda_amt once
if (!isset($totalIrdaMap[$key])) {
$totalIrdaMap[$key] = (float) $row['total_irda_amt'];
}
if(($row['reward'] ?? 0) > 0){
$totalIrdaMap[$key] = ($totalIrdaMap[$key] ?? 0) + (float) $row['reward'];
if (($row['reward'] ?? 0) > 0) {
$totalIrdaMap[$key] = ($totalIrdaMap[$key] ?? 0) + (float) $row['reward'];
}
}
// dd($totalBilled, $totalIrdaMap);
$ptSeen = [];
$final = [];
foreach ($result as $row) {
$ptId = $row['pt_id'].'-'.$row['insurer_id'];
$ptId = $row['pt_id'] . '-' . $row['insurer_id'];
if (!isset($ptSeen[$ptId])) {
$totalIrdaVal = $totalIrdaMap[$ptId] ?? 0;
$totalIrdaVal = $totalIrdaMap[$ptId] ?? 0;
$totalBilledVal = $totalBilled[$ptId] ?? 0;
$addMinus = false;
$addMinus = false;
if($totalIrdaVal < 0){
$totalIrdaVal = abs($totalIrdaVal);
if ($totalIrdaVal < 0) {
$totalIrdaVal = abs($totalIrdaVal);
$totalBilledVal = abs($totalBilledVal);
$addMinus = true;
$addMinus = true;
}
// First entry → set unbilled amount
$row['unbilled_amount'] = round((float) ($totalIrdaVal - $totalBilledVal),2 );
$row['unbilled_amount'] = round((float) ($totalIrdaVal - $totalBilledVal), 2);
if($addMinus){
if ($addMinus) {
$row['unbilled_amount'] = ($row['unbilled_amount'] * -1);
}
$ptSeen[$ptId] = true;
} else {
// Other entries → zero
$row['unbilled_amount'] = '0.00';
}
$final[] = $row;
}
$result = $final;
return $final;
}
// dd($result); die;
return $result;
/**
* Cached processed BDS report list for a given filter set.
*/
public function getCachedBDSReportList(array $filters): array
{
$cacheKey = 'bds_report_v1_' . md5(json_encode($filters));
$cache = \Config\Services::cache();
$cached = $cache->get($cacheKey);
if (is_array($cached)) {
return $cached;
}
$processed = $this->getBDSReportList(
$filters['start_date'] ?? 0,
$filters['end_date'] ?? 0,
$filters['client_id'] ?? 0,
$filters['insurer_id'] ?? 0,
$filters['policy_type_id'] ?? 0,
$filters['date_type'] ?? 0,
$filters['issuer'] ?? 0,
$filters['client_branch_id'] ?? 0,
$filters['insurer_branch_id'] ?? 0,
$filters['client_policy_id'] ?? 0,
$filters['user_id'] ?? 0,
$filters['where'] ?? []
);
$cache->save($cacheKey, $processed, 300);
return $processed;
}
/**
* Server-side DataTables payload for BDS report.
*/
public function getBDSReportListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
{
$allRows = $this->getCachedBDSReportList($filters);
$recordsTotal = count($allRows);
if ($searchValue !== '') {
$allRows = $this->filterBDSReportRowsBySearch($allRows, $searchValue);
}
$recordsFiltered = count($allRows);
if ($length < 0) {
$length = $recordsFiltered;
}
$pageRows = $length > 0
? array_slice(array_values($allRows), $start, $length)
: array_values($allRows);
return [
'draw' => $draw,
'recordsTotal' => $recordsTotal,
'recordsFiltered' => $recordsFiltered,
'data' => $pageRows,
'totals' => $this->calculateBDSReportTotals($allRows),
];
}
/**
* Global search across BDS report row fields.
*/
public function filterBDSReportRowsBySearch(array $rows, string $searchValue): array
{
$needle = mb_strtolower(trim($searchValue));
if ($needle === '') {
return $rows;
}
// Match DataTables "common search" behavior against primary visible columns.
$searchFields = [
'user_name',
'policy_issue_month',
'client_name',
'action_type',
'policy_type',
'policy_no',
'endorsement_no',
'insurer_branch_name',
];
return array_values(array_filter($rows, static function (array $row) use ($needle, $searchFields) {
foreach ($searchFields as $field) {
$value = $row[$field] ?? '';
if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
return true;
}
}
$numericFields = [
'bp_amt', 'tp_or_ter', 'premium_wo_gst', 'total_premium', 'agreed_bp_per',
'agreed_tp_or_ter_per', 'reward', 'total_irda_amt', 'billed_amt', 'unbilled_amount',
];
foreach ($numericFields as $field) {
$value = $row[$field] ?? '';
if ($value !== '' && $value !== null && mb_strpos((string) $value, $needle) !== false) {
return true;
}
}
return false;
}));
}
/**
* Summary totals for BDS report badges (matches client-side footerCallback logic).
*/
public function calculateBDSReportTotals(array $rows): array
{
$totalPremium = 0.0;
$totalRewards = 0.0;
$totalIrda = 0.0;
$totalBilled = 0.0;
$totalUnbilled = 0.0;
foreach ($rows as $row) {
$hasIrda = ((float) ($row['total_irda_amt'] ?? 0)) != 0.0;
$totalPremium += $hasIrda ? (float) ($row['premium_wo_gst'] ?? 0) : 0.0;
$totalRewards += (float) ($row['reward'] ?? 0);
$totalIrda += (float) ($row['total_irda_amt'] ?? 0);
$totalBilled += (float) ($row['billed_amt'] ?? 0);
$totalUnbilled += (float) ($row['unbilled_amount'] ?? 0);
}
$totalIrdaAmt = $totalBilled - $totalRewards;
$totalRevenue = $totalIrdaAmt + $totalRewards;
return [
'total_premium' => number_format($totalPremium, 2, '.', ''),
'total_rewards' => number_format($totalRewards, 2, '.', ''),
'total_irda' => number_format($totalIrdaAmt, 2, '.', ''),
'total_revenue' => number_format($totalRevenue, 2, '.', ''),
'total_billed' => number_format($totalBilled, 2, '.', ''),
'total_unbilled' => number_format($totalUnbilled, 2, '.', ''),
'policy_count' => count($rows),
];
}

View File

@ -0,0 +1,260 @@
<!DOCTYPE html>
<html>
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<style>
body {
font-family: 'Segoe UI', Arial, sans-serif;
margin: 0;
padding: 0;
background-color: #f4f7f6;
color: #333;
-webkit-text-size-adjust: 100%;
}
.container {
width: 100%;
max-width: 640px;
margin: 0 auto;
background: #ffffff;
border-radius: 8px;
overflow: hidden;
box-shadow: 0 4px 10px rgba(0, 0, 0, 0.06);
}
.header {
background: linear-gradient(135deg, #1f618d, #21618c, #117a65);
color: #ffffff;
padding: 24px 20px;
text-align: center;
}
.header h1 {
margin: 0;
font-size: 22px;
letter-spacing: 0.3px;
}
.header-subtitle {
margin-top: 6px;
font-size: 13px;
opacity: 0.92;
}
.content {
padding: 24px 20px;
}
.alert-banner {
padding: 14px 16px;
border-radius: 6px;
margin-bottom: 20px;
font-size: 14px;
line-height: 1.5;
}
.alert-overdue {
background: #fdecea;
border-left: 4px solid #c0392b;
color: #922b21;
}
.alert-upcoming {
background: #eaf4fb;
border-left: 4px solid #2980b9;
color: #1f4e79;
}
.intro {
font-size: 14px;
line-height: 1.7;
color: #2c3e50;
margin: 0 0 18px;
}
.section-title {
font-size: 16px;
color: #2c3e50;
border-bottom: 2px solid #3498db;
display: inline-block;
margin: 0 0 12px;
padding-bottom: 4px;
}
.details-table {
width: 100%;
border-collapse: collapse;
margin-bottom: 20px;
}
.details-table td {
padding: 10px 12px;
border-bottom: 1px solid #ecf0f1;
font-size: 13px;
vertical-align: top;
}
.details-table td.label {
width: 38%;
color: #7f8c8d;
font-weight: 600;
background: #f8f9fa;
}
.details-table td.value {
color: #2c3e50;
}
.amount-highlight {
font-size: 18px;
font-weight: bold;
color: #c0392b;
}
.status-badge {
display: inline-block;
padding: 3px 10px;
border-radius: 12px;
font-size: 11px;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.4px;
}
.status-pending {
background: #fdebd0;
color: #b9770e;
}
.status-overdue {
background: #fadbd8;
color: #922b21;
}
.next-steps {
background: #f8f9fa;
border-radius: 6px;
padding: 14px 16px;
margin-top: 8px;
}
.next-steps h4 {
margin: 0 0 8px;
font-size: 14px;
color: #2c3e50;
}
.next-steps ul {
margin: 0;
padding-left: 18px;
font-size: 13px;
line-height: 1.7;
color: #566573;
}
.note {
font-size: 12px;
color: #7f8c8d;
line-height: 1.6;
margin-top: 16px;
font-style: italic;
}
.footer {
background: #f8f9fa;
padding: 14px 18px;
text-align: center;
font-size: 11px;
color: #95a5a6;
line-height: 1.5;
}
@media only screen and (max-width: 480px) {
.content {
padding: 16px 14px;
}
.header h1 {
font-size: 19px;
}
.details-table td.label {
width: 42%;
}
}
</style>
</head>
<body>
<div class="container" style="width:100%;max-width:640px;margin:0 auto;background:#ffffff;border-radius:8px;overflow:hidden;box-shadow:0 4px 10px rgba(0,0,0,0.06);">
<div class="header" style="background:#1f618d;color:#ffffff;padding:24px 20px;text-align:center;">
<h1>Policy Installment Payment Reminder</h1>
<div class="header-subtitle">Nhance India Insurance</div>
</div>
<div class="content" style="padding:24px 20px;">
<?php if (!empty($is_overdue)): ?>
<div class="alert-banner alert-overdue" style="padding:14px 16px;border-radius:6px;margin-bottom:20px;font-size:14px;line-height:1.5;background:#fdecea;border-left:4px solid #c0392b;color:#922b21;">
<strong>Payment Overdue:</strong> The installment for <strong><?= esc($client_name ?? '') ?></strong> was due on <strong><?= esc($payment_date ?? '') ?></strong>. Kindly arrange the payment at the earliest to keep the policy active.
</div>
<?php else: ?>
<div class="alert-banner alert-upcoming" style="padding:14px 16px;border-radius:6px;margin-bottom:20px;font-size:14px;line-height:1.5;background:#eaf4fb;border-left:4px solid #2980b9;color:#1f4e79;">
<strong>Payment Reminder:</strong> An installment payment for <strong><?= esc($client_name ?? '') ?></strong> is due on <strong><?= esc($payment_date ?? '') ?></strong>. Please review the details below.
</div>
<?php endif; ?>
<p class="intro" style="font-size:14px;line-height:1.7;color:#2c3e50;margin:0 0 18px;">
This is a reminder that a policy installment payment is <?= !empty($is_overdue) ? 'overdue' : 'upcoming' ?> for
<strong><?= esc($client_name ?? '') ?></strong> (<?= esc($branch_name ?? '-') ?> branch).
Kindly process the payment on or before the due date to ensure uninterrupted policy coverage.
</p>
<h3 class="section-title" style="font-size:16px;color:#2c3e50;border-bottom:2px solid #3498db;display:inline-block;margin:0 0 12px;padding-bottom:4px;">
Payment Details
</h3>
<table class="details-table" style="width:100%;border-collapse:collapse;margin-bottom:20px;">
<tr>
<td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Organization</td>
<td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><?= esc($client_name ?? '-') ?></td>
</tr>
<tr>
<td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Branch</td>
<td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><?= esc($branch_name ?? '-') ?></td>
</tr>
<tr>
<td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Policy Number</td>
<td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><?= esc($policy_no ?? 'Not Assigned') ?></td>
</tr>
<?php if (!empty($policy_type)): ?>
<tr>
<td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Policy Type</td>
<td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><?= esc($policy_type) ?></td>
</tr>
<?php endif; ?>
<?php if (!empty($insurer_name)): ?>
<tr>
<td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Insurance Company</td>
<td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><?= esc($insurer_name) ?></td>
</tr>
<?php endif; ?>
<?php if (!empty($policy_period)): ?>
<tr>
<td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Policy Period</td>
<td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><?= esc($policy_period) ?></td>
</tr>
<?php endif; ?>
<tr>
<td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Due Date</td>
<td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><strong><?= esc($payment_date ?? '-') ?></strong></td>
</tr>
<tr>
<td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Amount Payable</td>
<td class="value amount-highlight" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:18px;font-weight:bold;color:#c0392b;"><?= esc($installment_amount ?? '-') ?></td>
</tr>
<tr>
<td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Status</td>
<td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;">
<span class="status-badge <?= !empty($is_overdue) ? 'status-overdue' : 'status-pending' ?>" style="display:inline-block;padding:3px 10px;border-radius:12px;font-size:11px;font-weight:600;text-transform:uppercase;letter-spacing:0.4px;background:<?= !empty($is_overdue) ? '#fadbd8' : '#fdebd0' ?>;color:<?= !empty($is_overdue) ? '#922b21' : '#b9770e' ?>;">
<?= !empty($is_overdue) ? 'Payment Overdue' : 'Payment Pending' ?>
</span>
</td>
</tr>
</table>
<div class="next-steps" style="background:#f8f9fa;border-radius:6px;padding:14px 16px;margin-top:8px;">
<h4 style="margin:0 0 8px;font-size:14px;color:#2c3e50;">Important Instructions</h4>
<ul style="margin:0;padding-left:18px;font-size:13px;line-height:1.7;color:#566573;">
<li>Please arrange the installment payment of <strong><?= esc($installment_amount ?? '') ?></strong> on or before <strong><?= esc($payment_date ?? '') ?></strong>.</li>
<li>After making the payment, kindly share the payment reference / UTR details for confirmation and record update.</li>
<li>If the payment has already been made, please share the transaction details at the earliest.</li>
<li>For any clarification regarding the amount or due date, please coordinate with the concerned team.</li>
</ul>
</div>
<p class="note" style="font-size:12px;color:#7f8c8d;line-height:1.6;margin-top:16px;font-style:italic;">
Timely payment helps ensure continuous insurance coverage. Thank you for your cooperation.
</p>
</div>
<div class="footer" style="background:#f8f9fa;padding:14px 18px;text-align:center;font-size:11px;color:#95a5a6;line-height:1.5;">
This is an automated notification from Nhance India Insurance. Please do not reply to this email.
<br>Generated on <?= esc($generated_on ?? date('d-m-Y H:i')) ?>
</div>
</div>
</body>
</html>

View File

@ -2150,7 +2150,7 @@ body[data-sidebar-size="condensed"] .footer {
<?php } ?>
<!-- Expence -->
<?php if (in_array(get_role_id(), [1, 5])) { ?>
<!-- <?php if (in_array(get_role_id(), [1, 5])) { ?>
<li class="li-seperate" id="clients-li">
<a href="<?= base_url('expense') ?>" class="img-inactive">
<img style="border-radius: 5px;"
@ -2158,7 +2158,7 @@ body[data-sidebar-size="condensed"] .footer {
<span> Expense </span>
</a>
</li>
<?php } ?>
<?php } ?> -->
<!-- BDS -->
<?php if ((get_role_id() == 1 || get_role_id() == 5 || get_role_id() == 4) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()) || in_array(POS_TEAM_ID, user_team()))) { ?>

View File

@ -293,40 +293,7 @@
<th class="font-weight-medium text-center">Action&nbsp;</th>
</tr>
</thead>
<tbody>
<?php foreach ($endorsement_data_list as $index => $row) { ?>
<tr>
<td><?php echo $index + 1; ?></td>
<td><?php echo $issuer[$row['issuer']] ?? 'N/A'; ?></td><!-- Issuer -->
<td><?php echo $row['client_short_name'] ?: 'N/A'; ?></td><!-- Client -->
<td><?php echo $row['client_branch_name'] ?: 'N/A'; ?></td><!-- Branch -->
<td><?php echo $row['insurer_short_name'] ?: 'N/A'; ?></td><!-- Insurer -->
<td><?php echo $row['policy_type'] ?: 'N/A'; ?></td><!-- Policy -->
<td><?php echo $action_type[$row['action_type']] ?: 'N/A';?></td>
<td><?php echo $row['endorsement_no'] ?: 'N/A'; ?></td>
<td><?php echo empty($row['data_received_date']) ? 'N/A' : date('d/m/Y', strtotime($row['data_received_date'])); ?></td>
<td class="right-align-input"><?php echo $row['emp_count'] ?: '0'; ?></td>
<td class="right-align-input"><?php echo $row['dependent_count'] ?: '0'; ?></td>
<td><?php echo empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_issue_date'])); ?></td>
<td><?php echo $policy_status[$row['status']] ?: 'N/A'; ?></td>
<td class="text-center table-action-cell">
<div class="btn-group dropdown">
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>" onclick="getPolicyTransactionDataForEndorsementEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a>
<?php if(get_role_id() == 5): ?>
<a class="dropdown-item delete" data-id="<?= $row['id'];?>" onclick="removePolicyTransaction(this, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>', <?= $row['policy_type_id'] ?>)">
<i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
</a>
<?php endif; ?>
</div>
</div>
</td>
</tr>
<?php } ?>
</tbody>
<tbody></tbody>
</table><!-- table -->
</div><!-- card-body -->
</div><!-- card -->
@ -388,32 +355,122 @@
})
var endorsementTableFilters = <?= json_encode($endorsement_filters ?? []) ?>;
var endorsementListDataTableUrl = '<?= base_url('policy_tranction/endorsement/list/datatable') ?>';
var endorsementClearCacheUrl = '<?= base_url('policy_tranction/endorsement/list/clear-cache') ?>';
var endorsementAutoReloadTimer = null;
function scheduleEndorsementAutoReload(ms) {
if (endorsementAutoReloadTimer) {
clearTimeout(endorsementAutoReloadTimer);
}
if (ms > 0) {
endorsementAutoReloadTimer = setTimeout(function() {
window.location.reload();
}, ms);
}
}
function exportServerSideFilteredEndorsementData(e, dt, button, config, buttonType) {
var self = this;
var oldStart = dt.page.info().start;
dt.one('preXhr', function (x, s, data) {
data.start = 0;
data.length = -1;
});
dt.one('draw', function () {
$.fn.dataTable.ext.buttons[buttonType].action.call(self, e, dt, button, config);
dt.one('preXhr', function (x, s, data) {
data.start = oldStart;
data.length = dt.page.len();
});
setTimeout(function () {
dt.ajax.reload(null, false);
}, 0);
});
dt.ajax.reload();
}
function clearEndorsementCacheAndReloadTable(dt) {
$.ajax({
url: endorsementClearCacheUrl,
type: 'POST',
success: function(response) {
if (response && response.status) {
endorsementTableFilters.cache_version = new Date().getTime();
dt.ajax.reload(null, true);
toastr.success(response.message || 'Cache cleared and list reloaded.', 'Success');
} else {
toastr.warning((response && response.message) ? response.message : 'Unable to clear cache.', 'Warning');
}
},
error: function() {
toastr.error('Failed to clear cache.', 'Error');
}
});
}
//DataTable document ready
$(document).ready(function() {
var ticketsTable = $('#tickets-table');
if (ticketsTable.length) {
var table = ticketsTable.DataTable({
scrollX: true,
dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" + // Filter left, buttons right
"<'row'<'col-sm-12'tr>>" +
"<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
buttons: [
nhanceListDataTableBeforeInit();
var table = ticketsTable.DataTable(nhanceMergeListDataTableOptions({
autoWidth: false,
processing: true,
serverSide: true,
deferRender: true,
searchDelay: 400,
columns: (function() {
var cols = [];
for (var i = 0; i < 14; i++) {
cols.push({ data: String(i), orderable: false });
}
return cols;
})(),
ajax: {
url: endorsementListDataTableUrl,
type: 'POST',
data: function(d) {
return $.extend({}, d, endorsementTableFilters);
},
dataSrc: function(json) {
scheduleEndorsementAutoReload(json.cache_expires_in_ms || 300000);
return json.data;
}
},
dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" +
"<'row'<'col-sm-12'tr>>" +
"<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
buttons: [
{
text: '<i class="mdi mdi-refresh" ></i><span class=" btn-custom"> Reload </span>',
className: 'btn app-btn-secondary mr-2',
action: function(e, dt) {
clearEndorsementCacheAndReloadTable(dt);
}
},
{
text: '<i class="mdi mdi-filter"></i><span class="btn-custom"> Filter </span>',
className: 'btn app-btn-primary mr-2',
action: function (e, dt, node, config) {
action: function () {
openEndorsementFilterNav();
}
},
{
{
text: '<i class="mdi mdi-plus" ></i><span class=" btn-custom"> Add </span>',
className: 'btn app-btn-primary mr-2',
action: function (e, dt, node, config) {
action: function () {
hide_list_show_add();
addHTMLInput(null, 'policy_docs_div');
$('#policy_docs').show()
$('#policy_docs').show();
},
attr: { id: 'btnAdd' }
},
@ -422,14 +479,30 @@
text: '<span class=" btn-custom"> Export </span><i class="mdi mdi-menu-down"></i>',
className: 'btn app-btn-secondary ',
buttons: [
{
extend: 'csv',
text: '<i class="mdi mdi-file-delimited " ></i><span class=" btn-custom"> CSV </span>',
title: 'Policy-Tranction-Endorsement-List',
exportOptions: {
columns: ':not(:last-child)'
},
}
{
extend: 'csv',
text: '<i class="mdi mdi-file-delimited " ></i><span class=" btn-custom"> CSV </span>',
title: 'Policy-Tranction-Endorsement-List',
action: function (e, dt, button, config) {
exportServerSideFilteredEndorsementData.call(this, e, dt, button, config, 'csvHtml5');
},
exportOptions: {
modifier: { search: 'applied', page: 'all' },
columns: ':not(:last-child)'
},
},
{
extend: 'excel',
text: '<i class="mdi mdi-file-excel " ></i><span class=" btn-custom"> EXCEL </span>',
title: 'Policy-Tranction-Endorsement-List',
action: function (e, dt, button, config) {
exportServerSideFilteredEndorsementData.call(this, e, dt, button, config, 'excelHtml5');
},
exportOptions: {
modifier: { search: 'applied', page: 'all' },
columns: ':not(:last-child)'
},
}
]
}
],
@ -444,33 +517,14 @@
</div>`,
searchPlaceholder: "Search",
emptyTable: '<div class="text-center text-muted">No Data found</div>',
paginate: {
previous: '◄',
next: '►'
}
paginate: { previous: '◄', next: '►' }
},
paging: true, // Enable pagination
pageLength: 10, // Set default number of rows per page (optional)
paging: true,
pageLength: 10,
ordering: false,
});
function applyBottomRowDropup() {
if (!table) return;
const currentRows = table.rows({ page: 'current' }).nodes().toArray();
$('#tickets-table tbody tr').removeClass('nh-force-dropup');
$('#tickets-table tbody tr td.table-action-cell .btn-group.dropdown').removeClass('dropup');
const targetCount = Math.min(2, currentRows.length);
for (let i = 0; i < targetCount; i++) {
const row = currentRows[currentRows.length - 1 - i];
if (!row) continue;
$(row).addClass('nh-force-dropup');
$(row).find('td.table-action-cell .btn-group.dropdown').addClass('dropup');
}
}
applyBottomRowDropup();
ticketsTable.on('draw.dt', applyBottomRowDropup);
}));
nhanceListDataTableAfterInit();
nhanceListDataTableBindAdjust(table);
} else {
console.error("Table not found.");
}

View File

@ -321,43 +321,7 @@ table.dataTable tbody td {
</tr>
</thead>
<tbody>
<?php foreach($inception_data_list as $index => $row){ ?>
<tr>
<td class="text-center"><?php echo $index+1; ?></td>
<td><?php echo $issuer[$row['issuer']] ?? 'Nhance'; ?></td>
<td><?php echo $issuing_type[$row['issue_type']] ?? 'N/A'; ?></td>
<td><?php echo $client_type[$row['client_type']] ?? 'N/A'; ?></td>
<td><?php echo $row['client_type'] == 2 ? $row['client_name'] . " - " . (!empty($row['pan']) ? $row['pan'] : 'N/A') : $row['client_short_name'] . ' - ' . $row['client_branch_name']; ?></td>
<td><?php echo $row['insurer_short_name'] ?: 'N/A'; ?></td>
<td><?php echo $row['policy_type'] ?: 'N/A'; ?></td>
<td><?php echo $row['policy_no'] ?: 'N/A'; ?></td>
<td><?php echo empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_issue_date'])); ?></td>
<td><?php echo empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_start_date'])); ?></td>
<td><?php echo empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_end_date'])); ?></td>
<td class="right-align-input"><?php echo $row['emp_count'] ?: '0'; ?></td>
<td class="right-align-input"><?php echo $row['dependent_count'] ?: '0'; ?></td>
<td><?php echo $policy_status[$row['status']] ?? 'N/A'; ?></td>
<td><?php echo $row['user_name'] ?: 'N/A'; ?></td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" onclick="alertEveryFiveSeconds('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a>
<?php if(get_role_id() == 5): ?>
<a class="dropdown-item delete" data-id="<?= $row['id'];?>" onclick="removePolicyTransaction(this, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>', <?= $row['policy_type_id'] ?>)">
<i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
</a>
<?php endif; ?>
</div>
</div>
</td>
</tr>
<?php } ?>
</tbody>
<tbody></tbody>
</table>
</div>
</div>
@ -673,6 +637,66 @@ function getAddPage(){
}
}
var inceptionTableFilters = <?= json_encode($inception_filters ?? []) ?>;
var inceptionListDataTableUrl = '<?= base_url('policy_tranction/inception/list/datatable') ?>';
var inceptionClearCacheUrl = '<?= base_url('policy_tranction/inception/list/clear-cache') ?>';
var inceptionAutoReloadTimer = null;
function scheduleInceptionAutoReload(ms) {
if (inceptionAutoReloadTimer) {
clearTimeout(inceptionAutoReloadTimer);
}
if (ms > 0) {
inceptionAutoReloadTimer = setTimeout(function() {
window.location.reload();
}, ms);
}
}
function exportServerSideFilteredInceptionData(e, dt, button, config, buttonType) {
var self = this;
var oldStart = dt.page.info().start;
dt.one('preXhr', function (x, s, data) {
data.start = 0;
data.length = -1;
});
dt.one('draw', function () {
$.fn.dataTable.ext.buttons[buttonType].action.call(self, e, dt, button, config);
dt.one('preXhr', function (x, s, data) {
data.start = oldStart;
data.length = dt.page.len();
});
setTimeout(function () {
dt.ajax.reload(null, false);
}, 0);
});
dt.ajax.reload();
}
function clearInceptionCacheAndReloadTable(dt) {
$.ajax({
url: inceptionClearCacheUrl,
type: 'POST',
success: function(response) {
if (response && response.status) {
inceptionTableFilters.cache_version = new Date().getTime();
dt.ajax.reload(null, true);
toastr.success(response.message || 'Cache cleared and list reloaded.', 'Success');
} else {
toastr.warning((response && response.message) ? response.message : 'Unable to clear cache.', 'Warning');
}
},
error: function() {
toastr.error('Failed to clear cache.', 'Error');
}
});
}
// Datatable document ready
$(document).ready(function() {
@ -692,64 +716,109 @@ $(document).ready(function() {
var ticketsTable = $('#tickets-table');
if (ticketsTable.length) {
ticketsTable.DataTable({
scrollX: true,
// dom: "<'row'<'col-12'f><'col-sm-11 text-right'B>>" + // Filter left, buttons right
// dom: "<'row'<'col-12 d-flex justify-content-between'<'datatable-search dataTables_filter'f><'datatable-buttons dt-buttons'B>>>" +
// "<'row'<'col-sm-12'tr>>" +
// "<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" + // Filter left, buttons right
nhanceListDataTableBeforeInit();
var inceptionTable = ticketsTable.DataTable(nhanceMergeListDataTableOptions({
autoWidth: false,
processing: true,
serverSide: true,
deferRender: true,
searchDelay: 400,
columns: (function() {
var cols = [];
for (var i = 0; i < 16; i++) {
cols.push({ data: String(i), orderable: false });
}
return cols;
})(),
ajax: {
url: inceptionListDataTableUrl,
type: 'POST',
data: function(d) {
return $.extend({}, d, inceptionTableFilters);
},
dataSrc: function(json) {
scheduleInceptionAutoReload(json.cache_expires_in_ms || 300000);
return json.data;
}
},
dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" +
"<'row'<'col-sm-12'tr>>" +
"<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
buttons: [
{
text: '<i class="mdi mdi-filter" ></i><span class=" btn-custom"> Filter </span>',
className: 'btn app-btn-primary mr-2',
action: function(e, dt, node, config) {
openPolicyFilterNav();
}
},
{
text: '<i class="mdi mdi-plus" ></i><span class=" btn-custom"> Add </span>',
className: 'btn app-btn-primary mr-2',
action: function (e, dt, node, config) {
openPolicyNoAddModal();
}
},
{
extend: 'collection',
text: '<span class=" btn-custom"> Export </span><i class="mdi mdi-menu-down"></i>',
className: 'btn app-btn-secondary ',
buttons: [
{
extend: 'csv',
text: '<i class="mdi mdi-file-delimited " ></i><span class=" btn-custom"> CSV </span>',
className: 'app-btn-primary ',
title: 'Policy-Tranction-Inception-List',
exportOptions: {
columns: ':not(:last-child)'
},
}
]
buttons: [
{
text: '<i class="mdi mdi-refresh" ></i><span class=" btn-custom"> Reload </span>',
className: 'btn app-btn-secondary mr-2',
action: function(e, dt) {
clearInceptionCacheAndReloadTable(dt);
}
],
},
{
text: '<i class="mdi mdi-filter" ></i><span class=" btn-custom"> Filter </span>',
className: 'btn app-btn-primary mr-2',
action: function() {
openPolicyFilterNav();
}
},
{
text: '<i class="mdi mdi-plus" ></i><span class=" btn-custom"> Add </span>',
className: 'btn app-btn-primary mr-2',
action: function () {
openPolicyNoAddModal();
}
},
{
extend: 'collection',
text: '<span class=" btn-custom"> Export </span><i class="mdi mdi-menu-down"></i>',
className: 'btn app-btn-secondary ',
buttons: [
{
extend: 'csv',
text: '<i class="mdi mdi-file-delimited " ></i><span class=" btn-custom"> CSV </span>',
className: 'app-btn-primary ',
title: 'Policy-Tranction-Inception-List',
action: function (e, dt, button, config) {
exportServerSideFilteredInceptionData.call(this, e, dt, button, config, 'csvHtml5');
},
exportOptions: {
modifier: { search: 'applied', page: 'all' },
columns: ':not(:last-child)'
}
},
{
extend: 'excel',
text: '<i class="mdi mdi-file-excel " ></i><span class=" btn-custom"> EXCEL </span>',
className: 'app-btn-primary ',
title: 'Policy-Tranction-Inception-List',
action: function (e, dt, button, config) {
exportServerSideFilteredInceptionData.call(this, e, dt, button, config, 'excelHtml5');
},
exportOptions: {
modifier: { search: 'applied', page: 'all' },
columns: ':not(:last-child)'
}
}
]
}
],
language: {
search: `
<div class="datatable-search-wrapper" style="position:relative; display:inline-block;">
_INPUT_
<i class="mdi mdi-magnify datatable-search-icon"
style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666;"></i>
<i class="mdi mdi-close-circle datatable-clear-icon"
style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666; display:none;"></i>
</div>`,
searchPlaceholder: "Search",
emptyTable: '<div class="text-center text-muted">No Data found</div>'
search: `
<div class="datatable-search-wrapper" style="position:relative; display:inline-block;">
_INPUT_
<i class="mdi mdi-magnify datatable-search-icon"
style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666;"></i>
<i class="mdi mdi-close-circle datatable-clear-icon"
style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666; display:none;"></i>
</div>`,
searchPlaceholder: "Search",
emptyTable: '<div class="text-center text-muted">No Data found</div>'
},
paging: true, // Enable pagination
pageLength: 10, // Set default number of rows per page (optional)
// ordering: false,
});
paging: true,
pageLength: 10,
ordering: false,
}));
nhanceListDataTableAfterInit();
nhanceListDataTableBindAdjust(inceptionTable);
} else {
console.error("Table not found.");
}

View File

@ -165,130 +165,6 @@
</tr>
</thead>
<tbody>
<?php if (isset($report_list)) { ?>
<?php foreach($report_list as $index => $row){ ?>
<tr data-id="<?= $row['pt_id'] ?>">
<td><?= $index + 1 ?> &nbsp; <a href="<?php
if(strtolower($row['action_type']) == "policy"){
echo base_url('policy_tranction/inception/list') . '?pt_id=' . $row['id'] ;
}else{
echo base_url('policy_tranction/endorsement/list') . '?pt_id=' . $row['id'] ;
}
?>" class="mdi mdi-pencil" ></a> </td>
<td><?php echo $row['user_name'] ?: 'N/A'; ?></td>
<td><?php echo $row['policy_issue_month'] ?: 'N/A'; ?></td>
<td style="display: none;"><?php echo $row['revenue_type'] ?: 'N/A'; ?></td>
<td style="display: none;"><?php echo $row['client_type'] ?: 'N/A'; ?></td>
<td><?php echo $row['client_name'] ?: 'N/A'; ?></td>
<td><?php echo $row['action_type'] ?: 'N/A'; ?></td>
<td><?php echo $row['policy_type'] ?: 'N/A'; ?></td>
<td style="display: none;"><?php echo $row['bap'] ?: 'N/A'; ?></td>
<td style="display: none;"><?php echo $row['vehicle_no'] ?: 'N/A'; ?></td>
<td><?php echo $row['policy_no'] ?: 'N/A'; ?></td>
<td><?php echo $row['endorsement_no'] ?: 'N/A'; ?></td>
<!-- <td style="display: none;"><?php echo $row['insurer_name'] ?: 'N/A'; ?> </td> -->
<td><?php echo $row['insurer_branch_name'] ?: 'N/A'; ?></td>
<!-- <td style="display: none;"><?php echo $row['tpa_name']; ?></td> -->
<td style="display: none;"><?php echo empty($row['endorse_eff_date']) ? 'N/A' : change_date_format($row['endorse_eff_date'], 'Y-m-d', 'd/m/Y') ?></td>
<td style="display: none;"><?php echo empty($row['policy_start_date']) ? 'N/A' : change_date_format($row['policy_start_date'], 'Y-m-d', 'd/m/Y'); ?></td>
<td style="display: none;"><?php echo empty($row['policy_end_date']) ? 'N/A' : change_date_format($row['policy_end_date'], 'Y-m-d', 'd/m/Y'); ?></td>
<td style="display: none;"><?php echo $row['ref'] ?: 'N/A'; ?></td>
<td style="display: none;"><?php echo $row['remarks'] ?: 'N/A'; ?></td>
<td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['bp_amt'] ?: '0.00') : '0.00'; ?></td>
<td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['tp_or_ter'] ?: '0.00') : '0.00'; ?></td>
<td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['premium_wo_gst'] ?: '0.00') : '0.00'; ?></td>
<!-- <td class="right-align-input" style="display: none;"><?php echo $row['gst_amount']; ?></td> -->
<td class="right-align-input" style="display: none;"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['total_premium'] ?: '0.00') : '0.00'; ?></td>
<td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['agreed_bp_per'] ?: '0.00') : '0.00'; ?>%</td>
<td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['agreed_tp_or_ter_per'] ?: '0.00') : '0.00'; ?>%</td>
<td class="right-align-input"><?php echo isset($row['reward']) ? $row['reward'] : '0.00'; ?></td>
<?php
// Below Line its old version i am removed. reason no value ['total_irda_amt'] means taken as ['exp_amt'] so.
// LN156 - $total_irda_amt = empty($row['total_irda_amt']) ? $row['exp_amt'] : $row['total_irda_amt'];
// Here i am compare [total_irda_amt] and [exp_amt] i am print the larger value.
// both are equal, print either value.
// both are zero , empty/null , any one is empty or null means => i am print 0.00.
// REF : Velmurugan but he told handle in query
// Date : 6/11/25 12:50
$irda_amt = isset($row['total_irda_amt']) && $row['total_irda_amt'] !== '' ? (float)$row['total_irda_amt'] : 0;
$exp_amt = isset($row['exp_amt']) && $row['exp_amt'] !== '' ? (float)$row['exp_amt'] : 0;
// $max_amount = max($irda_amt, $exp_amt);
// $total_irda_amt = number_format($max_amount, 2, '.', '');
// $total_irda_amt = empty($row['total_irda_amt']) ? $row['exp_amt'] : $row['total_irda_amt'];
$total_irda_amt = $row['total_irda_amt'] ?? '0.00';
?>
<td class="right-align-input" onclick="showCoShareStatementDetails(this)" data-id="<?= $row['pt_id'] ?>"><?php echo $total_irda_amt; ?></td>
<td class="right-align-input" data-id="<?php echo strtolower($row['action_type']) ?: '-'; ?>"><?php echo empty($row['billed_amt']) ? '0.00' : $row['billed_amt'] ?></td>
<!-- <td class="right-align-input"><?php echo empty($row['unbilled_amt']) ? '0.00' : $row['unbilled_amt']?></td> -->
<?php
// Below Line its old version so commanded reason they direct taken as ['total_irda_amt'] from array.
// $unbilled_amt = $row['total_irda_amt'] - $row['billed_amt'];
// now stored total_irda_amt value taken here
// REF : Velmurugan but he told handle in query
// Date : 6/11/25 12:50
$unbilled_amt = $total_irda_amt - $row['billed_amt'];
if($total_irda_amt == "0.00"){
$unbilled_amt = abs($unbilled_amt);
}
$unbilled_amt = $unbilled_amt == 0 && $row['billed_amt'] == 0 ? $total_irda_amt : $unbilled_amt ;
?>
<td class="right-align-input">
<?php echo
// number_format((float)$unbilled_amt,2, '.', '')
// number_format((float) ($row['unbilled_amount'] ?: 0), 2, '.', '');
$unbilled = isset($row['unbilled_amount']) ? $row['unbilled_amount'] : '0.00';
number_format($unbilled, 2, '.', '');
?>
</td>
<td style="display: none;"><?php echo $row['salse_person_name'] ?: 'N/A'; ?></td>
<td style="display: none;"><?php echo $row['service_person_name'] ?: 'N/A'; ?></td>
<td style="display: none;"><?php echo $row['nhance_branch'] ?: 'N/A'; ?></td>
<td style="display: none;"><?php echo $row['installment'] ?: 'N/A'; ?></td>
<td style="display: none;"><?php echo empty($row['data_received_date']) ? 'N/A' : change_date_format($row['data_received_date'], 'Y-m-d', 'd/m/Y') ?></td>
<td style="display: none;"><?php echo empty($row['renewal_date']) ? 'N/A' : change_date_format($row['renewal_date'], 'Y-m-d', 'd/m/Y') ?></td>
<td style="display:none;"><?php echo $row['co_share'] ?? 'No'; ?></td>
<td style="display:none;"><?php echo $row['bro_payable_by'] ?? 'No'; ?></td>
<td style="display:none;"><?php echo $row['salse_manager_name'] ?: 'N/A'; ?></td>
<td style="display:none;"><?php echo $row['service_manager_name'] ?: 'N/A'; ?></td>
<td style="display:none;"><?php echo $row['service_branch'] ?: 'N/A'; ?></td>
<td style="display:none;"><?php echo empty($row['rollover_date']) ? 'N/A' : change_date_format($row['rollover_date'], 'Y-m-d', 'd/m/Y') ?? 'N/A'; ?> </td>
<td style="display:none;"><?php echo $row['policy_holder_name'] ?: 'N/A'; ?></td>
<td style="display:none;"><?php echo $row['same_as_proposer'] ?? 'No'; ?></td>
<td style="display:none;"><?php echo $row['follower_policy_no'] ?: 'N/A'; ?></td>
<td style="display:none;"><?php echo number_format((float)($row['co_share_per'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['non_comm_per_amt'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['bp_igst'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['bp_sgst'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['bp_cgst'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['stamp_duty'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['standerd_bp_per'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['standerd_tp_per'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['actual_bp_amt'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['actual_tp_amt'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['actual_bp_per'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['actual_tp_per'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['actual_tep_brokerage_amt'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['actual_tp_brokerage_amt'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo $row['cd_ac_no'] ?: 'N/A'; ?></td>
</tr>
<?php } ?>
<?php } ?>
</tbody>
</table>
@ -332,6 +208,68 @@
<!-------------------------------------------------------------------------------------------------->
<script>
var bdsReportFilters = <?= json_encode($bds_filters ?? []) ?>;
var bdsReportDataTableUrl = '<?= base_url('policy_tranction/report/list/datatable') ?>';
var bdsReportClearCacheUrl = '<?= base_url('policy_tranction/report/list/clear-cache') ?>';
function updateBdsReportTotals(totals) {
if (!totals) {
return;
}
$('#total_premium').text(totals.total_premium || '0.00');
$('#total_rewards').text(totals.total_rewards || '0.00');
$('#total_irda').text(totals.total_irda || '0.00');
$('#total_revenue').text(totals.total_revenue || '0.00');
$('#total_billed').text(totals.total_billed || '0.00');
$('#total_unbilled').text(totals.total_unbilled || '0.00');
}
// Export all filtered rows in server-side DataTable (not only current page).
function exportServerSideFilteredData(e, dt, button, config, buttonType) {
var self = this;
var oldStart = dt.page.info().start;
dt.one('preXhr', function (x, s, data) {
data.start = 0;
data.length = -1; // backend converts -1 to all filtered rows
});
dt.one('draw', function () {
$.fn.dataTable.ext.buttons[buttonType].action.call(self, e, dt, button, config);
dt.one('preXhr', function (x, s, data) {
data.start = oldStart;
data.length = dt.page.len();
});
// Restore the previous page after export.
setTimeout(function () {
dt.ajax.reload(null, false);
}, 0);
});
dt.ajax.reload();
}
function clearBdsCacheAndReloadTable(dt) {
$.ajax({
url: bdsReportClearCacheUrl,
type: 'POST',
success: function(response) {
if (response && response.status) {
bdsReportFilters.cache_version = new Date().getTime();
dt.ajax.reload(null, true);
toastr.success(response.message || 'Cache cleared and list reloaded.', 'Success');
} else {
toastr.warning((response && response.message) ? response.message : 'Unable to clear cache.', 'Warning');
}
},
error: function() {
toastr.error('Failed to clear cache.', 'Error');
}
});
}
// Datatable document ready
$(document).ready(function() {
@ -341,6 +279,45 @@ $(document).ready(function() {
nhanceListDataTableBeforeInit();
var nhBdsReportTable = ticketsTable.DataTable(nhanceMergeListDataTableOptions({
autoWidth: false,
processing: true,
serverSide: true,
deferRender: true,
searchDelay: 400,
columns: (function() {
var cols = [];
for (var i = 0; i < 58; i++) {
cols.push({ data: String(i), orderable: false });
}
return cols;
})(),
ajax: {
url: bdsReportDataTableUrl,
type: 'POST',
data: function(d) {
return $.extend({}, d, bdsReportFilters);
},
dataSrc: function(json) {
updateBdsReportTotals(json.totals);
return json.data;
}
},
columnDefs: [
{ targets: [18, 19, 20, 21, 22, 23, 24, 25, 26, 27], className: 'right-align-input' },
{
targets: [
3, 4, 8, 9, 13, 14, 15, 16, 17, 21,
28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39,
40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51,
52, 53, 54, 55, 56, 57
],
visible: false
}
],
createdRow: function(row, data) {
if (data.DT_RowAttr) {
$(row).attr(data.DT_RowAttr);
}
},
// dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
// "<'row'<'col-sm-12'tr>>" +
// "<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
@ -400,6 +377,13 @@ $(document).ready(function() {
"<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
buttons: [
{
text: '<i class="mdi mdi-refresh" ></i><span class=" btn-custom"> Reload </span>',
className: 'btn app-btn-secondary mr-2',
action: function(e, dt) {
clearBdsCacheAndReloadTable(dt);
}
},
{
text: '<i class="mdi mdi-filter" ></i><span class=" btn-custom"> Filter </span>',
className: 'btn app-btn-primary mr-2',
@ -416,7 +400,14 @@ $(document).ready(function() {
extend: 'csv',
text: '<i class="mdi mdi-file-delimited " ></i><span class=" btn-custom"> CSV </span>',
title: 'Policy-Tranction-BDS-List',
action: function (e, dt, button, config) {
exportServerSideFilteredData.call(this, e, dt, button, config, 'csvHtml5');
},
exportOptions: {
modifier: {
search: 'applied',
page: 'all'
},
columns: function (idx, data, node) {
return true; // ✅ include all columns (even hidden)
},
@ -465,6 +456,9 @@ $(document).ready(function() {
sheetName: 'Policy-Tranction-BDS-List',
text: '<i class="mdi mdi-file-excel " ></i><span class=" btn-custom"> EXCEL </span>',
className: 'app-btn-primary ',
action: function (e, dt, button, config) {
exportServerSideFilteredData.call(this, e, dt, button, config, 'excelHtml5');
},
// customize: function (xlsx) {
// var sheet = xlsx.xl.worksheets['sheet1.xml'];
// var total = 0;
@ -559,6 +553,10 @@ $(document).ready(function() {
$(sheet).find('sheetData').append(totalRow);
},
exportOptions: {
modifier: {
search: 'applied',
page: 'all'
},
orthogonal: 'sort'
},
customizeData: function (data) {
@ -587,134 +585,9 @@ $(document).ready(function() {
searchPlaceholder: "Search",
emptyTable: '<div class="text-center text-muted">No Data found</div>'
},
paging: true, // Enable pagination
pageLength: 10, // Set default number of rows per page (optional)
paging: true,
pageLength: 10,
ordering: false,
// "footerCallback": function(row, data, start, end, display) {
// var api = this.api();
// // Calculate column totals
// var totalPremium = api.column(23).data().reduce(function(a, b) {
// return parseFloat(a) + parseFloat(b) || 0;
// }, 0);
// var total_rewards = api.column(26).data().reduce(function(a, b) {
// return parseFloat(a) + parseFloat(b) || 0;
// }, 0); // Add initial value 0 here
// console.log('total_rewards - ' + total_rewards);
// var totalIrda = api.column(27).data().reduce(function(a, b) {
// return parseFloat(a) + parseFloat(b) || 0;
// }, 0);
// var totalBilled = api.column(28).data().reduce(function(a, b) {
// return parseFloat(a) + parseFloat(b) || 0;
// }, 0);
// var totalUnbilled = api.column(29).data().reduce(function(a, b) {
// return parseFloat(a) + parseFloat(b) || 0;
// }, 0);
// // Update the totals in the div above the table
// $('#total_premium').text(totalPremium.toFixed(2));
// $('#total_rewards').text(total_rewards.toFixed(2));
// $('#total_irda').text(totalIrda.toFixed(2));
// $('#total_billed').text(totalBilled.toFixed(2));
// $('#total_unbilled').text(totalUnbilled.toFixed(2));
// }
"footerCallback": function(row, data, start, end, display) {
var api = this.api();
// Calculate column totals (adjust indices based on VISIBLE columns)
// var totalPremium = api.column(20, {search: 'applied'}).data().reduce(function(a, b) {
// return parseFloat(a) + parseFloat(b || 0);
// }, 0);
// var total_rewards = api.column(23, {search: 'applied'}).data().reduce(function(a, b) {
// return parseFloat(a) + parseFloat(b || 0);
// }, 0);
// var totalIrda = api.column(24, {search: 'applied'}).data().reduce(function(a, b) {
// return parseFloat(a) + parseFloat(b || 0);
// }, 0);
// var totalBilled = api.column(25, {search: 'applied'}).data().reduce(function(a, b) {
// return parseFloat(a) + parseFloat(b || 0);
// }, 0);
// var totalUnbilled = api.column(26, {search: 'applied'}).data().reduce(function(a, b) {
// return parseFloat(a) + parseFloat(b || 0);
// }, 0);
// Update the totals
// $('#total_premium').text(totalPremium.toFixed(2));
// $('#total_rewards').text(total_rewards.toFixed(2));
// $('#total_irda').text(totalIrda.toFixed(2));
// $('#total_billed').text(totalBilled.toFixed(2));
// $('#total_unbilled').text(totalUnbilled.toFixed(2));
var getUniqueUnbilled = function(colIndex) {
var rows = api.rows({ search: 'applied' }).nodes(); // get filtered nodes
var maxRowPerId = {}; // store only the greatest row
$(rows).each(function() {
var rowId = $(this).data('id'); // read data-id
var rowIndex = $(this).index(); // row index
// Keep only the greatest row index per data-id
if (!maxRowPerId[rowId] || rowIndex > maxRowPerId[rowId]) {
maxRowPerId[rowId] = rowIndex;
}
});
var total = 0;
// Now sum only the selected rows
$.each(maxRowPerId, function(id, rowIndex) {
var value = api.cell(rowIndex, colIndex).data();
value = parseFloat((typeof value === 'string') ? value.replace(/[^0-9.\-]+/g, '') : value) || 0;
total += value;
});
return total;
};
// Helper to sum numeric values safely
var getTotal = function(colIndex) {
return api.column(colIndex, { search: 'applied' }).data()
.reduce(function(a, b) {
var x = parseFloat(a) || 0;
var y = parseFloat(
(typeof b === 'string') ? b.replace(/[^0-9.\-]+/g, '') : b
) || 0;
return x + y;
}, 0);
};
// Compute totals by column index
var totalPremium = getTotal(20);
var totalRewards = getTotal(24);
var totalIrda = getTotal(25);
var totalBilled = getTotal(26);
var totalUnbilled = getTotal(27);
var totalIrdaAmt = parseFloat(totalBilled) - parseFloat(totalRewards);
var totalRevenue = parseFloat(totalIrdaAmt) + parseFloat(totalRewards);
// Update the totals section above the table
$('#total_premium').text(totalPremium.toFixed(2));
$('#total_rewards').text(totalRewards.toFixed(2));
// $('#total_irda').text(totalIrda.toFixed(2));
$('#total_irda').text(totalIrdaAmt.toFixed(2));
$('#total_revenue').text(totalRevenue.toFixed(2));
// $('#total_revenue').text(totalIrda.toFixed(2));
$('#total_billed').text(totalBilled.toFixed(2));
$('#total_unbilled').text(totalUnbilled.toFixed(2));
// var totalUnbilled = getUniqueUnbilled(27);
// $('#total_unbilled').text(totalUnbilled.toFixed(2));
}
}));
nhanceListDataTableAfterInit();
nhanceListDataTableBindAdjust(nhBdsReportTable);

View File

@ -7160,6 +7160,8 @@ function appendMultiFileData(data) {
function addInstallmentHTML() {
let html = `
<div class="form-row align-items-end">
<input type="hidden" name="installment_primary_key[]" value="">
<div class="form-group col-md-3">
<label for="installment_amount">Installment Amount</label>
<input type="text" class="form-control" name="installment_amount[]" placeholder="Enter Amount">
@ -7259,9 +7261,8 @@ function appendMultiFileData(data) {
console.log("Form row count:", row_count);
if (row_count === 1) {
// $installmentContainer.empty();
for (let index = 0; index < no_of_installments - 1; index++) {
if (row_count === 1 && no_of_installments > row_count) {
for (let index = 0; index < no_of_installments - row_count; index++) {
addInstallmentHTML();
}
} else if (no_of_installments === row_count) {
@ -7589,6 +7590,25 @@ function appendMultiFileData(data) {
}
}
function updateInstallmentPrimaryKeys(installments) {
if (!installments || !installments.length) {
return;
}
$('#installment_form_row .form-row').each(function(index) {
if (!installments[index] || !installments[index].id) {
return;
}
let $hidden = $(this).find('input[name="installment_primary_key[]"]');
if ($hidden.length === 0) {
$(this).prepend('<input type="hidden" name="installment_primary_key[]" value="' + installments[index].id + '">');
} else {
$hidden.val(installments[index].id);
}
});
}
function constructPlacementDataPayload() {
var lead_id = $('#lead_id').val();
let placement_date = $('#placement_date').val();
@ -7677,6 +7697,7 @@ function appendMultiFileData(data) {
if (res.status == true) {
toastr.success(res.message, 'Success');
updateInstallmentPrimaryKeys(res.installments);
$('.close').click();
} else {
toastr.warning(res.message || 'Failed to save placement data', 'Warning');
@ -7711,6 +7732,7 @@ function appendMultiFileData(data) {
if (res.status == true) {
toastr.success(res.message, 'Success');
updateInstallmentPrimaryKeys(res.installments);
checkMemberDataValidationStatus(res.lead_id)
} else {
toastr.warning(res.message, 'Warning');