diff --git a/app/Config/Routes.php b/app/Config/Routes.php
index 5065832a..c5111235 100755
--- a/app/Config/Routes.php
+++ b/app/Config/Routes.php
@@ -29,6 +29,8 @@ $routes->get("updatePolicyTermsKey", "ClientController::updatePolicyTermsKey");
$routes->get("updateRemainderDate", "ClientController::updateRemainderDate");
$routes->get("sendCroneRemainderMail", "DashboardController::sendCroneRemainderMail");
$routes->get("sendextraparam", "ClientController::sendextraparam");
+$routes->get("updateRenewalData", "ClientController::updateRenewalData");
+$routes->get("updateRenewalDataNotExistingClient", "ClientController::updateRenewalDataNotExistingClient");
// $routes->post("iAgreeForAddOn", "EmployeeRestController::iAgreeForAddOn");
// $routes->get("sendCroneRemainderMail", "DashboardController::sendCroneRemainderMail");
// $routes->post("employeeUpload", "EmployeeRestController::employeeUpload");
@@ -160,6 +162,7 @@ $routes->group("/employee", ["filter" => "authMVC"], function ($routes) {
$routes->get("test-rack-rate", "EmployeeController::testRackRate");
$routes->post("test-rack-rate", "EmployeeController::testRackRate");
$routes->get('test_members_list', 'EmployeeController::test_members_list');
+ $routes->post('get_emp_history','EmployeeController::getEmpHistory');
});
$routes->group("/master", ["filter" => "authMVC"], function ($routes) {
@@ -386,15 +389,14 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
$routes->group("leads", ["filter" => "authMVC"], function ($routes) {
- $routes->get("list", "LeadsController::viewLeadsList");
+ $routes->match(['get', 'post'],"list", "LeadsController::viewLeadsList");
$routes->post("create", "LeadsController::createLead");
$routes->get("list/(:any)", "LeadsController::getLeadDataForEdit/$1");
$routes->get("sendMail", "LeadsController::sendMailWithAttachement");
$routes->post("sendMail", "LeadsController::sendMailWithAttachement");
$routes->get("exportQCRandRFQ/(:any)", "LeadsController::exportQCRandRFQ/$1");
$routes->get("featchLeadDataAndInsertClient/(:any)", "LeadsController::featchLeadDataAndInsertClient/$1");
- $routes->get("featchClientPolicyFromLead/(:any)", "LeadsController::featchClientPolicyFromLead/$1");
-
+ $routes->get("featchClientPolicyFromLead/(:any)", "LeadsController::featchClientPolicyFromLead/$1");
});
$routes->group("rfq", ["filter" => "authMVC"], function ($routes) {
diff --git a/app/Controllers/Chatbot/EcardDownloadConversation.php b/app/Controllers/Chatbot/EcardDownloadConversation.php
index 19fad42f..b0cb78ae 100644
--- a/app/Controllers/Chatbot/EcardDownloadConversation.php
+++ b/app/Controllers/Chatbot/EcardDownloadConversation.php
@@ -17,7 +17,8 @@ class EcardDownloadConversation extends Conversation
protected function showEcardMenu()
{
- $policy_list = ChatbotHelper::getListOfPolicies();
+ $chat_session_info = get_chatbot_session_info();
+ $policy_list = ChatbotHelper::getListOfPolicies($chat_session_info);
$buttons = [];
$question = 'Choose Policy to Download Ecard:';
if(is_array($policy_list) && count($policy_list))
@@ -41,7 +42,8 @@ class EcardDownloadConversation extends Conversation
->addButtons($buttons);
$this->bot->ask($question, function ($answer) {
- // print_r($answer->getValue());die();
+ $selectedOption = $answer->getText();
+ $this->say("You have selected {$selectedOption}");
switch ($answer->getValue()) {
case "go_back":
$this->bot->startConversation(new MainMenuConversation());
diff --git a/app/Controllers/Chatbot/MainMenuConversation.php b/app/Controllers/Chatbot/MainMenuConversation.php
index 2c9059f9..87d9a4ef 100644
--- a/app/Controllers/Chatbot/MainMenuConversation.php
+++ b/app/Controllers/Chatbot/MainMenuConversation.php
@@ -6,54 +6,75 @@ use App\Helpers\ChatbotHelper;
use BotMan\BotMan\Messages\Conversations\Conversation;
use BotMan\BotMan\Messages\Outgoing\Question;
use BotMan\BotMan\Messages\Outgoing\Actions\Button;
+use BotMan\Drivers\Web\WebDriver;
class MainMenuConversation extends Conversation
{
+ protected $buttonsData = [
+ "ecard_download" => ["response_text" => "📄 Ecard Download"],
+ "network_hospital" => ["response_text" => "🏥 Network Hospital"],
+ "reimbursement_claim" => ["response_text" => "💰 Reimbursement Claim Process"],
+ "reimbursement_status" => ["response_text" => "📑 Reimbursement Claim Status"],
+ "new_policy" => ["response_text" => "🆕 New Policy"],
+ "renew_policy" => ["response_text" => "🔄 Renew Policy"],
+ ];
+
public function run()
{
-
+ $this->bot->userStorage()->delete();
$this->bot->types(); // Typing indicator for the first message
- sleep(0.5); // Delay
+ sleep(0.5); // Delay
$this->showMainMenu();
}
protected function showMainMenu()
{
- $question = Question::create("Please choose")
- ->addButtons([
- Button::create("📄 Ecard Download")->value("ecard_download"),
- Button::create("🏥 Network Hospital")->value("network_hospital"),
- Button::create("💰 Reimbursement Claim Process")->value("reimbursement_claim"),
- Button::create("📑 Reimbursement Claim Status")->value("reimbursement_status"),
- Button::create("🆕 New Policy")->value("new_policy"),
- Button::create("🔄 Renew Policy")->value("renew_policy"),
+ $buttons = [];
+ foreach ($this->buttonsData as $key => $data) {
+ $buttons[] = Button::create($data['response_text'])->value($key);
+ }
+ $this->bot->userStorage()->save([
+ 'path' => []
+ ]);
+ $question = Question::create("Please choose an option:")->addButtons($buttons);
+ $temp = $this->buttonsData;
+ $this->bot->ask($question, function ($answer) use( $temp ){
+ $user_reponse = $answer->getValue();
+ if (isset($temp[$user_reponse])) {
+ $message = "You've chosen " . $temp[$user_reponse]['response_text'];
+ // $this->bot->say($message,,WebDriver::class);
+ $this->bot->reply($message);
+ }
+
+ if (!$answer->isInteractiveMessageReply()) {
+ $user_reponse = null;
+ }
+ // Get just the existing path array
+ $path = $this->bot->userStorage()->get('path') ?? [];
+
+ // Add new value
+ array_push($path, $answer->getValue());
+
+ // Save ONLY the path back
+ $this->bot->userStorage()->save([
+ 'path' => $path
]);
- $this->bot->ask($question, function ($answer) {
- switch ($answer->getValue()) {
- case "ecard_download":
+ switch ($user_reponse) {
- // $message = ChatbotHelper::get_payload_data();
- // $this->say($message);
- // $this->say("📄 Ecard Download Menu:");
+ case "ecard_download":
$this->bot->startConversation(new EcardDownloadConversation());
break;
case "network_hospital":
- $this->say("🏥 Network Hospital Menu:");log_message('error','Network Hospital clicked');
$this->bot->startConversation(new NetworkHospitalConversation());
break;
case "reimbursement_claim":
- // $this->say("Reimbursement Claim Process selected. (Dummy Response)");
$this->bot->startConversation(new ReimbursementClaimProcessConversation());
break;
case "reimbursement_status":
- $this->say("Reimbursement Claim Status selected. (Dummy Response)");
$this->bot->startConversation(new ReimbursementClaimStatusConversation());
-
break;
case "new_policy":
- $this->bot->startConversation(new policyConversation());
- break;
case "renew_policy":
$this->bot->startConversation(new policyConversation());
break;
@@ -63,6 +84,7 @@ class MainMenuConversation extends Conversation
break;
}
});
- }
+
+ }
}
diff --git a/app/Controllers/Chatbot/NetworkHospitalConversation.php b/app/Controllers/Chatbot/NetworkHospitalConversation.php
index 10bc3b7d..2e59f896 100644
--- a/app/Controllers/Chatbot/NetworkHospitalConversation.php
+++ b/app/Controllers/Chatbot/NetworkHospitalConversation.php
@@ -22,7 +22,8 @@ class NetworkHospitalConversation extends Conversation
protected function showHospitalMenu()
{
- $policy_list = ChatbotHelper::getListOfPolicies();
+ $chat_session_info = get_chatbot_session_info();
+ $policy_list = ChatbotHelper::getListOfPolicies($chat_session_info);
$buttons = [];
$question = 'Choose Policy:';
if(is_array($policy_list) && count($policy_list))
@@ -51,6 +52,13 @@ class NetworkHospitalConversation extends Conversation
// });
$this->bot->ask($question, function ($answer) {
+ $path = $this->bot->userStorage()->get('path');
+ array_push($path,
+ $answer->getValue()
+ );
+ $this->bot->userStorage()->save([
+ 'path' => $path
+ ]);
switch ($answer->getValue()) {
case is_string($answer->getValue()) && is_array(explode('#',$answer->getValue())) && count((explode('#',$answer->getValue()))) == 2:
@@ -73,7 +81,7 @@ class NetworkHospitalConversation extends Conversation
break;
default:
$this->say("Invalid selection. Please choose an option.");
- $this->bot->startConversation(new EcardDownloadConversation());
+ $this->bot->startConversation(new NetworkHospitalConversation());
break;
}
});
diff --git a/app/Controllers/Chatbot/ReimbursementClaimProcessConversation.php b/app/Controllers/Chatbot/ReimbursementClaimProcessConversation.php
index ca3bf60a..14602974 100644
--- a/app/Controllers/Chatbot/ReimbursementClaimProcessConversation.php
+++ b/app/Controllers/Chatbot/ReimbursementClaimProcessConversation.php
@@ -20,7 +20,8 @@ class ReimbursementClaimProcessConversation extends Conversation
protected function claimProcess()
{
- $res = ChatbotHelper::sendReimbursementProcessOverMail();
+ $chat_session_info = get_chatbot_session_info();
+ $res = ChatbotHelper::sendReimbursementProcessOverMail($chat_session_info);
if($res == true)
{
$this->say("Reimbursement process shared over your registered mail...!");
diff --git a/app/Controllers/Chatbot/ReimbursementClaimStatusConversation.php b/app/Controllers/Chatbot/ReimbursementClaimStatusConversation.php
index 4c6b58dc..fd6e3337 100644
--- a/app/Controllers/Chatbot/ReimbursementClaimStatusConversation.php
+++ b/app/Controllers/Chatbot/ReimbursementClaimStatusConversation.php
@@ -2,6 +2,7 @@
// namespace App\Conversations;
namespace App\Controllers\Chatbot;
+use App\Helpers\ChatbotHelper;
use BotMan\BotMan\Messages\Conversations\Conversation;
use BotMan\BotMan\Messages\Outgoing\Question;
@@ -19,29 +20,19 @@ class ReimbursementClaimStatusConversation extends Conversation
protected function claimStatus()
{
- $question = Question::create("Do you Need Anything Else ?")
- ->addButtons([
- Button::create("🔹 Yes I need some more Help")->value("yes"),
- Button::create("🔹 No, Thank You")->value("no"),
- // Button::create("◀️ Go Back")->value("go_back"),
- ]);
+ $this->say("Fetching Status please wait ...");
- $this->bot->ask($question, function ($answer) {
- switch ($answer->getValue()) {
- case "yes":
-
- $this->say("Sure, How can I help you ");
- $this->bot->startConversation(new MainMenuConversation());
- break;
- case "no":
- $this->say("Thank you for your time! If you need anything else, feel free to reach out. Goodbye!");
- break;
- default:
- $this->say("Invalid selection. Please choose an option.");
- $this->askQuestion();
- break;
- }
- });
+ $chat_session_info = get_chatbot_session_info();
+ $data = ChatbotHelper::getReimbursementClaimStatus($chat_session_info);
+
+ $this->bot->types();
+ if ($data){
+ $this->say("The claim status for the claim Number {$data['claim_number']} is currently in {$data['client_status']} status. ';
+
+ // Primary Insurer
+ if ($state['primary_insurer']) {
+ $finalSummary .= '
Primary:
';
+ }
+
+ // Dependencies
+ if (!empty($state['dependencies'])) {
+ foreach ($state['dependencies'] as $index => $dependency) {
+ $finalSummary .= '
Dep ' . ($index + 1) . ':
';
+ }
+ }
+
+ $finalSummary .= '
+ //
+ // 🔹 Name:
+ // ' . htmlspecialchars($member['name']) . '
+ //
+ //
+ // 🔹 DOB:
+ // ' . htmlspecialchars($member['dob']) . '
+ //
+ //
+ // 🔹 Sum Insured:
+ // ' . htmlspecialchars($member['si']) . '
+ //
+ //
+ // 🔹 Pre-Existing Conditions:
+ // ' . htmlspecialchars($member['pre_existing_disease']) . '
+ //
+ //
Dear {{RECIPIENT_NAME}}, We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.
RFQ Details Client name {{CLIENT_NAME}} Coverage Type {{POLICY_LONG_NAME}} Policy Start Date {{POLICY_START_DATE}} Policy Duration {{DURATION}}
Please note: Additional terms and details are included in the attachment for your reference.
Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.
Best regards,
Nhance India Pvt Ltd
';
// dd($client_policy_id);
@@ -256,7 +264,7 @@ class ClientController extends AdminController
$wholeData =sendMailNotification::sendMailNotification('member_review_and_summary_mail', $params);
// print_r($wholeData); die;
- if($mail_active > 0){
+ if($mail_active == 1){
$mail_send_return = MailHelper::send_email($wholeData[0]);
$this->myLogger->logme("info", $mail_send_return);
}
@@ -321,19 +329,29 @@ class ClientController extends AdminController
}
//Function for Send Member Review and Summery Confirmation Mail
- public function sendMemberReviewConfirmationMail($client_id = 77, $emp_code = 'EMP001-K1', $mail_active = 0)
+ public function sendMemberReviewConfirmationMail($client_id = 77, $emp_code = 'EMP001-K1', $policy_id = "", $mail_active = 0)
{
- $client_policy_ids = $this->employeeModel
- ->select('employee_polices.client_policy_id')
- ->join('employee_polices', 'employees.id = employee_polices.employee_id')
- ->where('employees.client_id', $client_id)
- ->where('employees.emp_code', $emp_code)
- ->where('employee_polices.is_active', 1)
- ->where('employees.is_active', 1)
- ->findAll();
-
- $client_policy_ids2 = array_column($client_policy_ids, 'client_policy_id');
- $client_policy_id = array_unique($client_policy_ids2);
+ // dd($client_id, $emp_code, $policy_id, $mail_active);
+
+ if(empty($policy_id)){
+
+ $client_policy_ids = $this->employeeModel
+ ->select('employee_polices.client_policy_id')
+ ->join('employee_polices', 'employees.id = employee_polices.employee_id')
+ ->where('employees.client_id', $client_id )
+ ->where('employees.emp_code', $emp_code )
+ ->where('employee_polices.is_active', 1 )
+ ->where('employees.is_active', 1 )
+ ->findAll();
+
+ $client_policy_ids2 = array_column($client_policy_ids, 'client_policy_id');
+ $client_policy_id = array_unique($client_policy_ids2);
+
+ }else{
+ $client_policy_id = json_decode($policy_id, true);
+ }
+
+ // dd($client_policy_id);
if (!is_null($client_policy_id) && is_array($client_policy_id)) {
@@ -393,8 +411,9 @@ class ClientController extends AdminController
$wholeData = sendMailNotification::sendMailNotification('member_review_and_summary_mail', $params);
- if ($mail_active > 0) {
+ if ($mail_active == 0) {
+ // $mail_send_result = [];
$mail_send_result = MailHelper::send_email($wholeData[0]);
if ($mail_send_result['status'] === 'success') {
@@ -641,7 +660,7 @@ class ClientController extends AdminController
$data['clientData'] = $this->clientPolicyModel->getClientById($clientId);
$data['deposiamount'] = $this->clientPolicyModel->getDepositSummary($clientId, $insurerId);
- // dd($data['insurerName']);
+ // dd($data);
// print_r($data['depositdata'] );die;
// Load the view for the new list page;
@@ -657,25 +676,31 @@ class ClientController extends AdminController
$client_id = $this->request->getPost('client_id');
$insurer_id = $this->request->getPost('insurer_id');
+ $record_date = $this->request->getPost('record_date');
$CD_Account_Number = $this->CDMasterModel
->where('client_id', $client_id)
->where('insurer_id', $insurer_id)
->first();
-
// Prepare the array with data
+ $date = \DateTime::createFromFormat('d/m/Y', $record_date);
+ $record_date = $date->format('Y-m-d');
$data = [
'amount' => $this->request->getPost('amount'),
'sub_type_id' => $this->request->getPost('sub_type_id'),
'client_id' => $this->request->getPost('client_id'),
'client_policy_id' => null,
'cd_ac_no' => $CD_Account_Number['cd_ac_no'] ?? null,
+ 'cd_ac_pk' => $CD_Account_Number['id'] ?? null,
'endorsement_no' => null,
'insurer_id' => $this->request->getPost('insurer_id'),
'description' => $this->request->getPost('description'),
'transaction_type' => $this->request->getPost('transaction_type') ?: 'Credit',
'updated_by' => 1,
+ 'record_date' => $record_date
];
+ // log_message('error','data for insert'.json_encode($data));die();
+ // print_rr($data);die();
// Call the saveDeposit function from DepositHelper
@@ -1979,6 +2004,13 @@ class ClientController extends AdminController
->findAll();
$client_policy_list = $this->clientPolicyModel->getPolicyTypeForPolicyBinding($client_id);
$cd_data = $this->CDMasterModel->where('client_id', $client_id)->where('insurer_id', $insurer_id)->findAll();
+ $client_policy_data['policy_end_date'] = date('d/m/Y', strtotime($client_policy_data['policy_end_date']));
+ $fromDate = $client_policy_data['policy_end_date'];
+ $date = \DateTime::createFromFormat('d/m/Y', $fromDate);
+ $date->modify('+1 year');
+ $newDate = $date->format('d/m/Y');
+
+ // print_rr($client_policy_data['policy_end_date']);die();
return $this->respond([
'status' => true,
@@ -1987,7 +2019,8 @@ class ClientController extends AdminController
'cd_data' => $cd_data,
"insurer_id" => $client_policy_data['insurer_id'],
'policy' => $polices,
- 'client_policy_list' => $client_policy_list
+ 'client_policy_list' => $client_policy_list,
+ 'end_date' => $newDate
], 200);
} else {
return $this->respond(['status' => false, 'code' => 404, 'message' => 'no data found'], 200);
@@ -3806,6 +3839,8 @@ class ClientController extends AdminController
continue;
}
+ // dd($policyTerms);
+
$is_addon = $data[$i]['is_addon'];
$payable_arr = [];
@@ -3828,7 +3863,7 @@ class ClientController extends AdminController
if(in_array($data[$i]['policy_type_id'], [2,3,4,5])){
// Set default value of copayzonewisecopay to "empty"
- $ans = isset($policyTerms['copayzonewisecopay']) ? $policyTerms['copayzonewisecopay'] : 'empty';
+ // $ans = isset($policyTerms['copayzonewisecopay']) ? $policyTerms['copayzonewisecopay'] : 'empty';
// add is_payable_employee for the GMC Policy
if (isset($policyTerms['age_ratio'])) {
@@ -3842,31 +3877,31 @@ class ClientController extends AdminController
}
}
- // Add copayzonewisecopay and copayzonewisecopaydata if they exist_
- if (isset($policyTerms['copayzonewisecopay'])) {
+ // // Add copayzonewisecopay and copayzonewisecopaydata if they exist_
+ // if (isset($policyTerms['copayzonewisecopay'])) {
- if(!isset($policyTerms['co_pay_details'])){
+ // if(!isset($policyTerms['co_pay_details'])){
- $co_pay_details_value = "";
- if (strtolower($ans) == "nil" || $ans == 0) {
- $policyTerms['copayzonewisecopay'] = 0;
- $co_pay_details_value = "";
- } elseif ($ans != 'empty' && $ans !== 'Nil' && $ans !== null && $ans != '' && $ans != 0) {
- $policyTerms['copayzonewisecopay'] = 1;
- $co_pay_details_value = $ans;
- }
+ // $co_pay_details_value = "";
+ // if (strtolower($ans) == "nil" || $ans == 0) {
+ // $policyTerms['copayzonewisecopay'] = 0;
+ // $co_pay_details_value = "";
+ // } elseif ($ans != 'empty' && $ans !== 'Nil' && $ans !== null && $ans != '' && $ans != 0) {
+ // $policyTerms['copayzonewisecopay'] = 1;
+ // $co_pay_details_value = $ans;
+ // }
- $co_pay_index = array_search('copayzonewisecopay', array_keys($policyTerms));
- $orderedPolicyTerms[] = [
- "key" => "co_pay_details",
- "value" => $co_pay_details_value,
- "position" => $co_pay_index + 2,
- ];
+ // $co_pay_index = array_search('copayzonewisecopay', array_keys($policyTerms));
+ // $orderedPolicyTerms[] = [
+ // "key" => "co_pay_details",
+ // "value" => $co_pay_details_value,
+ // "position" => $co_pay_index + 2,
+ // ];
- unset($policyTerms['optionalparentalcopay']);
+ // unset($policyTerms['optionalparentalcopay']);
- }
- }
+ // }
+ // }
// Add ailmentcapping and ailmentcappingdata if they exist
if (isset($policyTerms['ailmentcapping'])) {
@@ -3875,7 +3910,7 @@ class ClientController extends AdminController
$orderedPolicyTerms[] = [
"key" => "ailment_capping_details",
"value" => "",
- "position" => $aliment_index + 3,
+ "position" => $aliment_index + 2,
];
}
}
@@ -3909,8 +3944,6 @@ class ClientController extends AdminController
}
-
-
foreach ($orderedPolicyTerms as $term) {
$position = $term['position'];
$key = $term['key'];
@@ -3922,8 +3955,117 @@ class ClientController extends AdminController
);
}
+ if(in_array($data[$i]['policy_type_id'], [2,3,4,5])){
+
+ if (!isset($policyTerms['waiver_of_90_days_waiting_period'])) {
+ $policyTerms['waiver_of_90_days_waiting_period'] = "";
+ }
+
+ if (!isset($policyTerms['waiver_of_other_waiting_periods'])) {
+ $policyTerms['waiver_of_other_waiting_periods'] = "";
+ }
+
+ if (!isset($policyTerms['maternity_benefit'])) {
+ $policyTerms['maternity_benefit'] = "";
+ }
+
+ if (!isset($policyTerms['well_baby_well_mother_expenses'])) {
+ $policyTerms['well_baby_well_mother_expenses'] = "";
+ }
+
+ if (!isset($policyTerms['icu_limit'])) {
+ $policyTerms['icu_limit'] = "";
+ }
+
+ if (!isset($policyTerms['infertility_treatment_coverage'])) {
+ $policyTerms['infertility_treatment_coverage'] = "";
+ }
+
+ if (!isset($policyTerms['mid_term_addition_of_new_born_newly_wedded_spouse'])) {
+ $policyTerms['mid_term_addition_of_new_born_newly_wedded_spouse'] = "";
+ }
+
+ if (!isset($policyTerms['non_admissible_contingency_corporate_buffer'])) {
+ $policyTerms['non_admissible_contingency_corporate_buffer'] = "";
+ }
+
+ if (!isset($policyTerms['terrorism'])) {
+ $policyTerms['terrorism'] = "";
+ }
+
+ if (!isset($policyTerms['widower_cover'])) {
+ $policyTerms['widower_cover'] = "";
+ }
+
+ if (!isset($policyTerms['breavement_cover'])) {
+ $policyTerms['breavement_cover'] = "";
+ }
+
+ if (!isset($policyTerms['enrollment_display_key'])) {
+ $policyTerms['enrollment_display_key'] = [];
+ }
+
+ } else if($data[$i]['policy_type_id'] == 1){
+
+ if (!isset($policyTerms['medical_expenses_medical_extension'])) {
+ $policyTerms['medical_expenses_medical_extension'] = "";
+ }
+
+ if (!isset($policyTerms['opd_treatment_cover'])) {
+ $policyTerms['opd_treatment_cover'] = "";
+ }
+
+ if (!isset($policyTerms['repatriation_of_mortal_remains'])) {
+ $policyTerms['repatriation_of_mortal_remains'] = "";
+ }
+
+ if (!isset($policyTerms['family_transportation_benefits'])) {
+ $policyTerms['family_transportation_benefits'] = "";
+ }
+
+ if (!isset($policyTerms['fractures_dislocation_burns'])) {
+ $policyTerms['fractures_dislocation_burns'] = "";
+ }
+
+ if (!isset($policyTerms['coma'])) {
+ $policyTerms['coma'] = "";
+ }
+
+ if (!isset($policyTerms['travel_expenses_for_medical_treatment'])) {
+ $policyTerms['travel_expenses_for_medical_treatment'] = "";
+ }
+
+ if (!isset($policyTerms['daily_cash_allowance'])) {
+ $policyTerms['daily_cash_allowance'] = "";
+ }
+
+ if (!isset($policyTerms['artifical_limb_and_prosthesis'])) {
+ $policyTerms['artifical_limb_and_prosthesis'] = "";
+ }
+
+ if (!isset($policyTerms['air_ambulance'])) {
+ $policyTerms['air_ambulance'] = "";
+ }
+
+ if (!isset($policyTerms['enrollment_display_key'])) {
+ $policyTerms['enrollment_display_key'] = [];
+ }
+
+ }
+
+ foreach ($policyTerms as $key => $term) {
+ if ($term == "0") {
+ $policyTerms[$key] = "No"; // Use = for assignment
+ } elseif ($term == "1") {
+ $policyTerms[$key] = "Yes"; // Use = for assignment
+ }
+ }
+
+
+ // dd($policyTerms);
// Re-encode the ordered policy terms
$updatedPolicyTerms = json_encode($policyTerms);
+ // dd($updatedPolicyTerms);
// dd($orderedPolicyTerms, $updatedPolicyTerms);
$this->clientPolicyModel->update($data[$i]['id'], ['policy_terms' => $updatedPolicyTerms]);
@@ -3956,12 +4098,17 @@ class ClientController extends AdminController
public function sendextraparam()
{
+
+ // $employeeController = new EmployeeController();
+ // $employeeController->truncateFileData('633');
// ---------- EMP SERVICE CONTROLLER --------------------------------------------------------------------------------
$employeeRestController = new EmployeeServiceController();
// $employeeRestController->excelFileDataValidation(['file_id' => 823]);
- // $employeeRestController->employeesOnboardPreprocess(['file_id' => 823]);
+ // $employeeRestController->employeesOnboardPreprocess(['file_id' => 644]);
+ // $employeeRestController->employeesOnboardProcess(['file_id' => 835]);
+ // $employeeRestController->employeesEnrollmentInsert(['file_id' => 836]);
// $r = Jobs::addJob(['job_name' => 'employeesEnrollmentInsert','payload' => ['file_id' => 721]]);
@@ -4321,4 +4468,458 @@ class ClientController extends AdminController
}
+ // -----------------------------------------------------------------------------------------------------
+
+
+
+ // private function preparePolicyData($renewalData)
+ // {
+ // $data = [
+ // 'issuer' => $renewalData['issuer_type_id'],
+ // 'client_id' => $renewalData['client_id'],
+ // 'client_branch_id' => $renewalData['branch_id'] ?? null,
+ // 'vehicle_id' => $renewalData['vehicle_id'],
+ // 'insurer_id' => $renewalData['insurer_id'],
+ // 'insurer_branch_id' => $renewalData['insurer_branch_id'],
+ // 'policy_type_id' => $renewalData['policy_type_id'],
+ // 'client_policy_id' => $renewalData['client_policy_id'] ?? null,
+ // 'policy_no' => $renewalData['policy_no'],
+ // 'policy_issue_date' => $renewalData['date_date_of_issue'],
+ // 'policy_start_date' => $renewalData['date_policy_start_date'],
+ // 'policy_end_date' => $renewalData['date_policy_end_date'],
+ // 'policy_holder_name' => $renewalData['insured'],
+ // 'status' => 'completed',
+ // 'is_active' => 1,
+ // 'tsi' => '500000',
+ // 'month' => '2025-02-01',
+ // 'ct_type' => 1,
+ // 'cd_ac_pk' => $renewalData['cd_ac_pk'] ?? null,
+ // ];
+
+ // $policyTransactionModel = new PolicyTransactionModel();
+ // return $policyTransactionModel->insert($data);
+ // }
+
+ // private function prepareVehicleData($renewalData)
+ // {
+ // $vehicleData = [
+ // 'vehicle_no' => $renewalData['veh_no'],
+ // 'owner' => $renewalData['client_id'],
+ // 'branch_id' => ($renewalData['client_type_id'] == 1) ? $renewalData['branch_id'] : null,
+ // ];
+
+ // $vehicleModel = new VehicleModel();
+ // return $vehicleModel->insert($vehicleData);
+ // }
+
+ // private function preparePtCoShareDetails($renewalData)
+ // {
+ // $ptCoShareDetails = [
+ // 'pt_id' => $renewalData['pt_id'],
+ // 'insurer_id' => $renewalData['insurer_id'],
+ // 'insurer_branch_id' => $renewalData['insurer_branch_id'],
+ // 'co_share_type' => 0,
+ // 'co_share_per' => 0.00,
+ // 'bp_amt' => 0.00,
+ // 'tp_amt' => 0.00,
+ // 'tep_amt' => 0.00,
+ // 'follower_policy_no' => $renewalData['policy_no'],
+ // ];
+
+ // $ptCoShareDetailsModel = new PTCOShareDetailsModel();
+ // return $ptCoShareDetailsModel->insert($ptCoShareDetails);
+ // }
+
+ // private function prepareClientPolicy($renewalData)
+ // {
+ // $clientPolicy = [
+ // 'client_id' => $renewalData['client_id'],
+ // 'client_branch_id' => $renewalData['branch_id'],
+ // 'policy_type_id' => $renewalData['policy_type_id'],
+ // 'insurer_id' => $renewalData['insurer_id'],
+ // 'insurer_branch_id' => $renewalData['insurer_branch_id'],
+ // 'policy_no' => $renewalData['policy_no'],
+ // 'policy_start_date' => $renewalData['date_policy_start_date'],
+ // 'policy_end_date' => $renewalData['date_policy_end_date'],
+ // 'policy_status' => 1,
+ // 'gst' => 18.00,
+ // 'cd_ac_pk' => $renewalData['cd_ac_pk'],
+ // ];
+
+ // $clientPolicyModel = new ClientPolicyModel();
+ // return $clientPolicyModel->insert($clientPolicy);
+ // }
+
+ public function updateRenewalData()
+ {
+ $db = db_connect();
+ $renewalData = $db->table('old_renewal_data_copy')
+ ->where('client_id IS NOT NULL')
+ ->where('is_inserted != 1')
+ ->get()
+ ->getResultArray();
+ // dd($renewalData);
+
+ $successData = [];
+ foreach ($renewalData as $key => $value) {
+ // Get branch_id properly
+ $branch = $this->clientBranchModel->where('client_id', $value['client_id'] ?? 0)->first();
+ // kint::dump($branch);
+ $value['branch_id'] = $branch['id'] ?? null;
+
+ // Fix vehicle_id key (previously "vehicel_id")
+ $value['vehicle_id'] = null;
+ if ($value['policy_type_id'] == 8 && !empty($value['policy_type_id'])) {
+ $value['vehicle_id'] = $this->prepareVehicleData($value);
+ }
+
+ // Process client policy, policy transaction, and co-share details
+ $value['client_policy_id'] = $this->prepareClientPolicy($value);
+ $value['pt_id'] = $this->preparePolicyData($value);
+ $value['pt_co_id'] = $this->preparePtCoShareDetails($value);
+
+ // Update is_inserted field in DB
+ $db->table('old_renewal_data_copy')
+ ->where('id', $value['id'])
+ ->set(['is_inserted' => 1])
+ ->update();
+
+ $successData[] = ['id' => $value['id'], 'client' => $value['insured']];
+ }
+
+ kint::dump($successData);
+ }
+
+ public function updateRenewalDataNotExistingClient()
+ {
+ $limit = $this->request->getGet('limit') ?? 10;
+ $group = $this->request->getGet('group') ?? 2;
+ $db = db_connect();
+ $renewalData = $db->table('old_renewal_data_copy')
+ ->where('client_id IS NULL')
+ ->where('is_inserted = 0')
+ ->where('client_type_id', $group)
+ // ->limit($limit)
+ ->get()
+ ->getResultArray();
+ // dd($renewalData);
+
+ $successData = [];
+ foreach ($renewalData as $key => $value) {
+
+ $client_data = $this->clientModel->where('client_name', $value['insured'])->where('is_active', 1)->first();
+ if(!empty($client_data)){
+ $branch = $this->clientBranchModel->where('client_id', $client_data['id'] ?? 0)->first();
+ $value['branch_id'] = $branch['id'] ?? null;
+ $value['client_id'] = $client_data['id'] ?? null;
+ }else{
+ $value['client_id'] = $this->prepareClient($value);
+ if($value['client_type_id'] == 1){
+ $value['branch_id'] = $this->prepareClientBranch($value);
+ }
+ }
+
+ // Fix vehicle_id key (previously "vehicel_id")
+ if ($value['policy_type_id'] == 8 && !empty($value['policy_type_id'])) {
+ $value['vehicle_id'] = $this->prepareVehicleData($value);
+ }else{
+ $value['vehicle_id'] = 0;
+ }
+
+ // Process client policy, policy transaction, and co-share details
+ $value['client_policy_id'] = $this->prepareClientPolicy($value);
+ $value['pt_id'] = $this->preparePolicyData($value);
+ $value['pt_co_id'] = $this->preparePtCoShareDetails($value);
+
+ // Update is_inserted field in DB
+ $db->table('old_renewal_data_copy')
+ ->where('id', $value['id'])
+ ->set(['is_inserted' => 1])
+ ->update();
+
+ $successData[] = ['id' => $value['id'], 'client' => $value['insured'], 'vehicle_id' => $value['vehicle_id']];
+ }
+
+ kint::dump($successData);
+ }
+
+ private function preparePolicyData($renewalData)
+ {
+ $data = [
+ 'issuer' => $renewalData['issuer_type_id'] ?? null,
+ 'client_id' => $renewalData['client_id'] ?? null,
+ 'client_branch_id' => $renewalData['branch_id'] ?? 0,
+ 'vehicle_id' => $renewalData['vehicle_id'] ?? null,
+ 'insurer_id' => $renewalData['insurer_id'] ?? null,
+ 'insurer_branch_id' => $renewalData['insurer_branch_id'],
+ 'tpa_id' => null,
+ 'tpa_branch_id' => null,
+ 'policy_type_id' => $renewalData['policy_type_id'] ?? null,
+ 'client_policy_id' => $renewalData['client_policy_id'] ?? null,
+ 'issue_type' => 1,
+ 'source_client_policy_id' => null,
+ 'policy_no' => $renewalData['policy_no'] ?? null,
+ 'cd_ac_no' => null,
+ 'policy_issue_date' => $renewalData['date_date_of_issue'],
+ 'policy_start_date' => $renewalData['date_policy_start_date'],
+ 'policy_end_date' => $renewalData['date_policy_end_date'],
+ 'action_type' => 'inception',
+ 'endorsement_no' => null,
+ 'data_received_date' => null,
+ 'closure_date' => null,
+ 'emp_count' => null,
+ 'dependent_count' => null,
+ 'revenue_type' => $renewalData['revenue_type'] ?? null,
+ 'co_share' => 0,
+ 'pre_payable_by' => 1,
+ 'bro_payable_by' => 1,
+ 'tsi' => '500000',
+ 'status' => 'completed',
+ 'ct_status' => 0,
+ 'is_active' => 1,
+ 'co_broking_status' => null,
+ 'installment' => 0,
+ 'installment_data' => null,
+ 'location' => null,
+ 'links' => null,
+ 'stage' => null,
+ 'etat' => null,
+ 'etat_band' => null,
+ 'edate' => null,
+ 'renewal_date' => null,
+ 'rollover_date' => null,
+ 'policy_holder_name' => $renewalData['insured'],
+ 'same_as_proposer' => 1, // 1 - Yes, 0 - No
+ 'ref' => $renewalData['ref'],
+ 'spl' => null,
+ 'fund_received' => null,
+ 'listed_insurers' => null,
+ 'ppteam' => null,
+ 'endorse_eff_date' => null,
+ 'month' => '2025-02-01',
+ 'sales_generated_by' => null,
+ 'serviced_by' => null,
+ 'ct_type' => 1,
+ 'ct_tran_id' => null,
+ 'remarks' => null,
+ 'cd_ac_pk' => $renewalData['cd_ac_pk'] ?? null,
+ 'install_due_date' => null,
+ 'policy_with_corr' => 0
+ ];
+
+ // kint::dump($data);
+ // dd($data);
+ $policyTransactionModel = new PolicyTransactionModel();
+ $id = $policyTransactionModel->insert($data);
+ return $id;
+ }
+
+ private function prepareVehicleData($renewalData)
+ {
+ $VehicleModel = new VehicleModel();
+
+ if ($renewalData['client_type_id'] == 1) {
+ $veh_no = explode(" ", $renewalData['insured'])[0] . "_veh_no";
+ } else {
+ $veh_no = $renewalData['insured'] . "_veh_no";
+ }
+
+ $vehicleData = $VehicleModel->where('owner', $renewalData['client_id'])
+ ->where('is_active', 1)
+ ->findAll();
+
+ if (!empty($vehicleData)) {
+ $increment = count($vehicleData);
+ $veh_no = $increment . "_" . $veh_no;
+ }
+
+
+ $vehicleData = [
+ 'vehicle_no' => $veh_no,
+ 'type' => null,
+ 'description' => null,
+ 'owner' => $renewalData['client_id'], // client_id
+ 'branch_id' => $renewalData['client_type_id'] == 1 ? $renewalData['branch_id'] : 0, // client_branch_id
+ 'old_owner' => null,
+ 'rc' => null,
+ ];
+
+ // dd($vehicleData);
+ $id = $VehicleModel->insert($vehicleData);
+ return $id;
+ }
+
+ private function preparePtCoShareDetails($renewalData)
+ {
+ $pt_co_share_details = [
+
+ 'pt_id' => $renewalData['pt_id'],
+ 'insurer_id' => $renewalData['insurer_id'],
+ 'insurer_branch_id' => $renewalData['insurer_branch_id'],
+ 'co_share_type' => 0,
+ 'co_share_per' => 0.00,
+ 'bp_amt' => 0.00,
+ 'bp_gst_amt' => 0.00,
+ 'bp_igst' => 0,
+ 'bp_sgst' => 0,
+ 'bp_cgst' => 0,
+ 'tp_amt' => 0.00,
+ 'tp_gst_amt' => 0.00,
+ 'tp_igst' => 0.00,
+ 'tp_sgst' => 0.00,
+ 'tp_cgst' => 0.00,
+ 'tep_amt' => 0.00,
+ 'tep_gst_amt' => 0.00,
+ 'tep_igst' => 0.00,
+ 'tep_sgst' => 0.00,
+ 'tep_cgst' => 0.00,
+ 'agreed_amt' => 0.00,
+ 'agreed_bp_per' => 0.00,
+ 'agreed_tp_per' => 0.00,
+ 'agreed_tep_per' => 0.00,
+ 'standerd_bp_per' => 0.00,
+ 'standerd_tp_per' => 0.00,
+ 'standerd_tep_per' => 0.00,
+ 'actual_bp_amt' => 0.00,
+ 'actual_tp_amt' => 0.00,
+ 'actual_tep_amt' => 0.00,
+ 'actual_bp_per' => 0.00,
+ 'actual_tp_per' => 0.00,
+ 'actual_tep_per' => 0.00,
+ 'actual_bp_brokerage_amt' => 0.00,
+ 'actual_tp_brokerage_amt' => 0.00,
+ 'actual_tep_brokerage_amt' => 0.00,
+ 'reward' => 0.00,
+ 'exp_amt' => 0.00,
+ 'variance' => 0.00,
+ 'remark' => null,
+ 'cd_ac_no' => null,
+ 'amount' => 0.00,
+ 'stamp_duty' => 0.00,
+ 'gst_type' => 0,
+ 'cop_amt' => 0.00,
+ 'statement_id' => 0,
+ 'follower_policy_no' => $renewalData['policy_no'],
+ 'non_comm_per_amt' => 0.00
+ ];
+
+ $PTCOShareDetailsModel = new PTCOShareDetailsModel();
+ $id = $PTCOShareDetailsModel->insert($pt_co_share_details);
+ return $id;
+ }
+
+ private function prepareClientPolicy($renewalData)
+ {
+ $client_policy = [
+ 'client_id' => $renewalData['client_id'],
+ 'client_branch_id' => $renewalData['branch_id'] ?? 0,
+ 'policy_type_id' => $renewalData['policy_type_id'],
+ 'insurer_id' => $renewalData['insurer_id'],
+ 'insurer_branch_id' => $renewalData['insurer_branch_id'],
+ 'tpa_id' => null,
+ 'tpa_branch_id' => null,
+ 'policy_start_date' => $renewalData['date_policy_start_date'],
+ 'policy_end_date' => $renewalData['date_policy_end_date'],
+ 'policy_no' => $renewalData['policy_no'],
+ 'cd_ac_no' => null,
+ 'policy_status' => 1,
+ 'policy_terms' => null,
+ 'is_addon' => 1,
+ 'base_policy' => null,
+ 'inception_type' => 1,
+ 'open_for_enrollment' => 0,
+ 'gst' => 18.00,
+ 'enrolment_visibility' => 1,
+ 'open_date' => null,
+ 'close_date' => null,
+ 'reminder_date' => null,
+ 'disclaimer' => null,
+ 'is_member_modify_allowed' => 0,
+ 'cd_ac_pk' => $renewalData['cd_ac_pk'],
+ 'is_lgbtq' => 0
+ ];
+
+ $ClientPolicyModel = new ClientPolicyModel();
+ $id = $ClientPolicyModel->insert($client_policy);
+ return $id;
+ }
+
+ private function prepareClientBranch($renewalData)
+ {
+ $branch_code = "BRANCH001";
+ $short_name = explode(" ", $renewalData['insured'])[0];
+ $unit = $short_name . " - " . $branch_code;
+
+ $clientBranchData = [
+ 'client_id' => $renewalData['client_id'],
+ 'branch_name' => "Branch 1",
+ 'branch_code' => $branch_code,
+ 'city' => null,
+ 'district' => null,
+ 'state' => null,
+ 'pincode' => null,
+ 'address1' => null,
+ 'address2' => null,
+ 'gst' => null,
+ 'sez' => 0,
+ 'is_active' => 1,
+ 'units' => $unit
+ ];
+
+
+ $ClientBranchModel = new ClientBranchModel();
+ $id = $ClientBranchModel->insert($clientBranchData);
+ return $id;
+ }
+
+ private function prepareClient($renewalData)
+ {
+
+ if($renewalData['client_type_id'] == 1){
+ $short_name = explode(" ", $renewalData['insured'])[0];
+ }else{
+ $short_name = $renewalData['insured'];
+ }
+
+ $clientData = [
+ 'client_type' => $renewalData['client_type_id'],
+ 'entity_type_id' => null,
+ 'client_name' => $renewalData['insured'],
+ 'short_name' => $short_name,
+ 'cost_center' => null,
+ 'client_code' => null, // Auto-generated
+ 'pan' => null,
+ 'gst' => null,
+ 'address1' => null,
+ 'address2' => null,
+ 'city' => null,
+ 'state' => null,
+ 'pincode' => null,
+ 'is_download_btn' => 0, // Assuming a default value if not specified
+ 'client_logo' => null,
+ 'created_by' => null,
+ 'created_at' => null, // Will be set automatically by MySQL
+ 'updated_by' => null,
+ 'updated_at' => null, // Will be set automatically by MySQL
+ 'is_active' => 1, // Default value is 1
+ 'common_mails' => null,
+ 'hr_mails' => null,
+ 'mail_domain' => null,
+ 'reply_to' => null,
+ 'dob' => null,
+ 'aadhar' => null,
+ 'reference' => null,
+ 'phone' => null,
+ 'email' => null,
+ 'addon_subheading' => null
+ ];
+
+
+
+ $ClientModel = new ClientModel();
+ $id = $ClientModel->insert($clientData);
+ return $id;
+ }
+
+
}
diff --git a/app/Controllers/EmpDataServiceController.php b/app/Controllers/EmpDataServiceController.php
index b2190254..76d44b73 100755
--- a/app/Controllers/EmpDataServiceController.php
+++ b/app/Controllers/EmpDataServiceController.php
@@ -951,7 +951,7 @@ class EmpDataServiceController extends BaseController
if(empty($additionData) && empty($deletionData) && empty($inceptionData) && empty($correctionData) && empty($enhancementData) && empty($dependentAdditionData)){
- return 0;
+ return false;
}
//for cd tranction and cd master data is empty check
@@ -975,7 +975,7 @@ class EmpDataServiceController extends BaseController
$balance = $this->CDMasterModel
->where('client_id', $export_data['client_id'])
->where('insurer_id', $policy_details['insurer_id'])
- ->where('cd_ac_no', $policy_details['cd_ac_no'])
+ ->where('id', $policy_details['cd_ac_pk'])
->first();
$cash_balance['balance'] = $balance['opening_bal'];
@@ -1011,14 +1011,33 @@ class EmpDataServiceController extends BaseController
// dd($inceptionData, $additionData, $dependentAdditionData, $correctionData, $enhancementData, $deletionData, $mergedData);
- $template_json = $this->clientPolicyModel
- ->select('insurer_excel_export_template.jsoncolumns')
- ->join('insurer_excel_export_template', 'insurer_excel_export_template.insurer_id = client_policy.insurer_id and insurer_excel_export_template.policy_type_id = client_policy.policy_type_id')
- ->where('client_policy.id', $export_data['client_policy_id'])
- ->where('insurer_excel_export_template.event_name', 'all')
- ->where('insurer_excel_export_template.is_active', 1) //Live issue changes 17-10-2024
- ->where('insurer_excel_export_template.type_name', $export_data['actions'])
- ->first();
+ // $template_json = $this->clientPolicyModel
+ // ->select('insurer_excel_export_template.jsoncolumns')
+ // ->join('insurer_excel_export_template', 'insurer_excel_export_template.insurer_id = client_policy.insurer_id and insurer_excel_export_template.policy_type_id = client_policy.policy_type_id')
+ // ->where('client_policy.id', $export_data['client_policy_id'])
+ // ->where('insurer_excel_export_template.event_name', 'all')
+ // ->where('insurer_excel_export_template.is_active', 1) //Live issue changes 17-10-2024
+ // ->where('insurer_excel_export_template.type_name', $export_data['actions'])
+ // ->first();
+
+ $sql = "
+ SELECT `insurer_excel_export_template`.`jsoncolumns`
+ FROM `client_policy`
+ JOIN `insurer_excel_export_template`
+ ON `insurer_excel_export_template`.`insurer_id` = `client_policy`.`insurer_id`
+ AND `insurer_excel_export_template`.`policy_type_id` =
+ CASE
+ WHEN `client_policy`.`policy_type_id` IN (2, 3, 4, 5) THEN 2
+ ELSE `client_policy`.`policy_type_id`
+ END
+ WHERE `client_policy`.`id` = '".$export_data['client_policy_id']."'
+ AND `insurer_excel_export_template`.`event_name` = 'all'
+ AND `insurer_excel_export_template`.`is_active` = 1
+ AND `insurer_excel_export_template`.`type_name` = '".$export_data['actions']."'
+ LIMIT 1";
+
+ $query = db_connect()->query($sql);
+ $template_json = $query->getRowArray();
if(!empty($template_json) && $template_json != null){
@@ -1829,7 +1848,7 @@ class EmpDataServiceController extends BaseController
if(!empty($name) && !empty($emp_code)){
- $totals = $totals + $amount;
+ $totals = $totals + floatval($amount);
$query = $db->table('employee_polices');
$query->select('employee_polices.id');
diff --git a/app/Controllers/EmployeeController.php b/app/Controllers/EmployeeController.php
index a613c87b..6857487a 100755
--- a/app/Controllers/EmployeeController.php
+++ b/app/Controllers/EmployeeController.php
@@ -25,6 +25,8 @@ use App\Models\InsurerExcelExportTemplateModel;
use App\Models\InsurerModel;
use App\Models\ClientDepositModel;
use App\Models\PolicyPremium2Model;
+use App\Models\AuditHistoryModel;
+use App\Models\UserModel;
use App\Controllers\Jobs;
@@ -64,6 +66,8 @@ class EmployeeController extends AdminController
protected $insurerModel;
protected $cashDepositModel;
protected $PolicyPremium2Model;
+ protected $auditHistory;
+ protected $userModel;
public function __construct()
{
@@ -84,6 +88,8 @@ class EmployeeController extends AdminController
$this->insurerModel = new InsurerModel();
$this->cashDepositModel = new ClientDepositModel();
$this->PolicyPremium2Model = new PolicyPremium2Model();
+ $this->auditHistory = new AuditHistoryModel();
+ $this->userModel = new userModel();
}
public function list()
@@ -372,7 +378,7 @@ class EmployeeController extends AdminController
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
->join('clients', 'clients.id = client_policy.client_id')
->orderBy('batch_files.id', 'desc')
- ->limit(100)
+ ->limit(1000)
->find();
@@ -590,7 +596,16 @@ class EmployeeController extends AdminController
$batch_data['event_type'] = $array;
$return = $empDataServiceController->generateExcelForAllEventType($batch_data);
- if($return === 6){
+ if ($return === 0) {
+ session()->setFlashdata('error', "Insufficient deposit amount.");
+ return redirect()->to(base_url('employee/upload'));
+
+ }else if($return === 5){
+
+ session()->setFlashdata('error', "The policy does not have a CD account number.");
+ return redirect()->to(base_url('employee/upload'));
+ }
+ else if($return === 6){
session()->setFlashdata('error', "The Insurer does not have an Excel export template format.");
return redirect()->to(base_url('employee/upload'));
@@ -1286,7 +1301,7 @@ class EmployeeController extends AdminController
->orderBy('id', 'desc')
->first();
- // print_r($file); die;
+ // dd($cd_tranction, db_connect()->getLastQuery());
if ($file['action'] == 'inception' || $file['action'] == 'dependent_addition' || $file['action'] == 'addition' || $file['action'] == 'enrollment' || $file['action'] == 'missed_inception') {
@@ -1443,6 +1458,7 @@ class EmployeeController extends AdminController
->get()
->getResult();
+ // dd($res);
// print_r($this->empEndorsementModel->getLastQuery());
// echo $res[0]->count;die();
@@ -1452,14 +1468,15 @@ class EmployeeController extends AdminController
$this->myLogger->logme('error', 'Event Type : -- {data} --', ['data' => $file['action']]);
$transaction_type = 'Credit';
- $cd_amount = $cd_tranction['amount'];
+ $cd_amount = 0;
- if($file['action'] == 'deletion'){
+ if($file['action'] == 'deletion' && $res[0]->count > 0){
+
$transaction_type = 'Debit';
//get cd amount for the particular file id to reverse entry to the cash deposite for only deletion
$cd_amount_total = $this->employeePolicyModel->getDeletionDataForTruncated($file['id']);
$totalSum = array_sum(array_column($cd_amount_total, 'total'));
- $cd_amount = $totalSum;
+ $cd_amount = $totalSum ?? 0;
$this->myLogger->logme('error', 'Deletion CD Amount : {data}', ['data' => $cd_amount]);
}
@@ -1476,7 +1493,7 @@ class EmployeeController extends AdminController
$this->myLogger->logme('error', 'emp_endorsement table updated');
//STEP 2:
- if($file['action'] == 'deletion') {
+ if($file['action'] == 'deletion' && $res[0]->count > 0) {
//update the employee policy table reverse the data
$this->employeePolicyModel->updateEmployeePolicyTruncateReverse($file_id);
$this->myLogger->logme('error', 'employee_polices table updated for deletion');
@@ -1492,7 +1509,7 @@ class EmployeeController extends AdminController
$this->myLogger->logme('error', 'files table updated');
- if($cd_tranction && $file['action'] != 'correction'){
+ if(!empty($cd_amount) && $file['action'] != 'correction'){
$cd_data = [
'amount' => $cd_amount,
@@ -1596,9 +1613,8 @@ class EmployeeController extends AdminController
$db = db_connect();
$query = "
UPDATE employee_polices
- JOIN employees ON employees.id = employee_polices.employee_id
SET employee_polices.status = 'truncated', employee_polices.is_active = 0
- WHERE employees.file_id = $file_id
+ WHERE employee_polices.file_id = $file_id
";
$db->query($query);
@@ -2717,4 +2733,46 @@ class EmployeeController extends AdminController
}
}
+ public function getEmpHistory(){
+
+ $emp_id = $this->request->getPost('emp_id');
+
+ $data['emp_history'] = $this->auditHistory->select('field_name,old_value,new_value,created_by,created_at')->where('pk',$emp_id)->where('table_name','employees')->orderBy('created_at', 'DESC')->findAll();
+
+ foreach ($data['emp_history'] as &$emp_history) {
+ $emp_history['field_name'] = $this->formatFieldName($emp_history['field_name']);
+ $user = $emp_history['created_by'];
+ if ($user != null && $user != ''){
+ $userData = $this->userModel->select('first_name, last_name')->where('id', $user)->where('is_active', 1)->first();
+ $emp_history['created_by'] = ucwords($userData['first_name'] . ' ' . $userData['last_name']);
+ }else{
+ $emp_history['created_by'] = '-';
+ }
+
+ $emp_history['created_at'] = date("d-m-Y H:i:s", strtotime($emp_history['created_at']));
+ }
+ unset($emp_history);
+
+ $emp_pol_pk = $this->employeePolicyModel->select('id')->where('employee_id',$emp_id)->first()['id'];
+ $data['emp_pol_history'] = $this->auditHistory->select('field_name,old_value,new_value,created_by,created_at')->where('pk',$emp_pol_pk)->where('table_name','employee_polices')->findAll();
+
+ return $this->respond(['status' => true, 'data' => $data],200);
+
+
+ }
+
+ public function formatFieldName($unformattedString){
+
+ if (str_contains($unformattedString, '_')) {
+ $data = str_replace('_', ' ', $unformattedString);
+ }else{
+ $data = $unformattedString;
+ }
+
+ $format = ucwords($data);
+
+ return $format;
+
+ }
+
}
diff --git a/app/Controllers/EmployeeRestController.php b/app/Controllers/EmployeeRestController.php
index 0b26b442..40e85cd0 100755
--- a/app/Controllers/EmployeeRestController.php
+++ b/app/Controllers/EmployeeRestController.php
@@ -2502,7 +2502,7 @@ class EmployeeRestController extends AdminController
function getEmployeeActiveOrInactivePolicy()
{
if($this->request->getGet('type') == 'Active'){ $policy_status = 1; }else{ $policy_status = 0; }
- $ClientPolicyData = $this->clientPolicyModel->select('client_policy.* , policy_type.policy_type as policy_type,insurers.name as insurer_name,tpa.name as tpa_name,tpa.network_hospitals as network_hospitals_url')
+ $ClientPolicyData = $this->clientPolicyModel->select('client_policy.* , policy_type.policy_type as policy_type,insurers.name as insurer_name,tpa.name as tpa_name,tpa.network_hospitals as network_hospitals_url, policy_type.long_name as policy_long_name')
->join('insurers', 'client_policy.insurer_id = insurers.id', 'left')
->join('tpa', 'client_policy.tpa_id = tpa.id', 'left')
->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
@@ -2555,13 +2555,15 @@ class EmployeeRestController extends AdminController
$data['network_hospitals_url'] = $ClientPolicyValue['network_hospitals_url'];
$data['policy_start_date'] = $this->convertDateFormatDisplay($ClientPolicyValue['policy_start_date']);
$data['policy_end_date'] = $this->convertDateFormatDisplay($ClientPolicyValue['policy_end_date']);
+ $data['heading'] = $ClientPolicyValue['policy_long_name'];
// $data['policy_terms'] = $terms;
- if($ClientPolicyValue['policy_type_id'] == 1){ $data['heading'] = 'Group Personal Accident Coverage'; }else
- if($ClientPolicyValue['policy_type_id'] == 2){ $data['heading'] = 'Group Medical Coverage'; }else
- if($ClientPolicyValue['policy_type_id'] == 3){ $data['heading'] = 'Group Medical Coverage - Parents'; }else
- if($ClientPolicyValue['policy_type_id'] == 4){ $data['heading'] = 'Group Medical Coverage - Top Up'; }else
- if($ClientPolicyValue['policy_type_id'] == 5){ $data['heading'] = 'Group Medical Coverage - Parents (Top Up)'; }
+ // if($ClientPolicyValue['policy_type_id'] == 1){ $data['heading'] = 'Group Personal Accident Coverage'; }else
+ // if($ClientPolicyValue['policy_type_id'] == 2){ $data['heading'] = 'Group Medical Coverage'; }else
+ // if($ClientPolicyValue['policy_type_id'] == 3){ $data['heading'] = 'Group Medical Coverage - Parents'; }else
+ // if($ClientPolicyValue['policy_type_id'] == 4){ $data['heading'] = 'Group Medical Coverage - Top Up'; }else
+ // if($ClientPolicyValue['policy_type_id'] == 5){ $data['heading'] = 'Group Medical Coverage - Parents (Top Up)'; }else
+ // if($ClientPolicyValue['policy_type_id'] == 7){ $data['heading'] = 'Group Term Life Insurance'; }
if($ClientPolicyValue['policy_type_id'] == 1 || $ClientPolicyValue['policy_type_id'] == 6 || $ClientPolicyValue['policy_type_id'] == 7)
{
diff --git a/app/Controllers/EmployeeServiceController.php b/app/Controllers/EmployeeServiceController.php
index d7674712..fd0c5455 100755
--- a/app/Controllers/EmployeeServiceController.php
+++ b/app/Controllers/EmployeeServiceController.php
@@ -1647,7 +1647,7 @@ class EmployeeServiceController extends AdminController
// echo 'insert emp';
}
else
- {
+ {
$value['emp_status'] = 'active';
$value['created_by'] = $file['created_by'];
$value['client_branch_id'] = $file['client_branch_id'];
@@ -2056,6 +2056,8 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
}
$value['family_floater_key'] = $relation;
+ // dd($value['family_floater_key']);
+
$policy_data['basic_cover_si'] = $row[9];
$policy_data['date_coverage'] = $row[13] != "" && $row[13] != null ? change_date_format($row[13],'d-M-Y','Y-m-d') : null;
$policy_data['client_policy_id'] = $file['policy_id'];
diff --git a/app/Controllers/LeadsController.php b/app/Controllers/LeadsController.php
index 0a9c444c..abbc6984 100644
--- a/app/Controllers/LeadsController.php
+++ b/app/Controllers/LeadsController.php
@@ -12,6 +12,8 @@ use PhpOffice\PhpSpreadsheet\Style\Border;
use PhpOffice\PhpSpreadsheet\Style\Alignment;
use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
use PhpOffice\PhpSpreadsheet\Style\Fill;
+use PhpOffice\PhpSpreadsheet\Worksheet\Drawing;
+use PhpOffice\PhpSpreadsheet\Cell\Coordinate;
use App\Models\UserModel;
use App\Models\ClientModel;
@@ -31,7 +33,7 @@ use App\Helpers\MailHelper;
use App\Helpers\ExcelMergeHelper;
use App\Helpers\ExcelSanitizeHelper;
use Google\Service\CloudSearch\PushItem;
-use Kint;
+use Kint\Kint;
use App\Controllers\Jobs;
use App\Controllers\JobWorker;
@@ -64,6 +66,9 @@ class LeadsController extends BaseController
protected $clientType;
protected $leadType;
protected $leadsStatus;
+ protected $claim_type_for_gpa;
+ protected $cause_of_death;
+
public function __construct()
{
@@ -96,6 +101,19 @@ class LeadsController extends BaseController
'completed_with_corrections' => 'Completed with Corrections',
'completed_without_corrections' => 'Completed w/o Corrections',
];
+ $this->claim_type_for_gpa = [
+ 'accident_death' => 'Accident Death',
+ 'permanent_total_disablement' => 'Permanent Total Disablement',
+ 'permanent_partial_disablement' => 'Permanent Partial Disablement',
+ 'temporary_total_disablement_benefit' => 'Temporary Total Disablement benefit'
+ ];
+
+ $this->cause_of_death = [
+ 'natural_death' => 'Natural Death',
+ 'suicide' => 'Suicide',
+ 'accident' => 'Accident'
+ ];
+
}
public function viewLeadsList()
@@ -107,6 +125,7 @@ class LeadsController extends BaseController
// $d = $this->calculateMembersDemography(['lead_id' => 24]);
//$this->mergeQuoteExcelFileWithMembersListExcelFile(24, 1, $propsal_and_insurer = null);
// dd($d);
+
$data['page_name'] = 'Leads';
// Set basic data
@@ -122,7 +141,7 @@ class LeadsController extends BaseController
// Fetch insurer and TPA branch data
$data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
$data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
-
+ // print_r($data['tpa']);die();
// Fetch sales team members who are active in team 5
$data['salse_team'] = $this->userModel
->select('user_profiles.*')
@@ -133,12 +152,31 @@ class LeadsController extends BaseController
->findAll();
// dd($data);
+ $data['lastFiveYears'] = $this->getLastFiveFinancialYears();
+ $data['gpaClaimType'] = $this->claim_type_for_gpa;
+ $data['causeOfDeath'] = $this->cause_of_death;
+ // dd($lastFiveYears);
+ if ($this->request->is('get')) {
+ // Fetch leads data
+ $data ['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
+ // Load layout and pass data
+ $this->loadLayout('lead_filter', $data);
+ }else{
- // Fetch leads data
- $data ['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
-
- // Load layout and pass data
- $this->loadLayout('leads_list', $data);
+ $search_data = $this->request->getPost();
+ // print_r($search_data);
+
+ $where = [];
+ foreach ($search_data as $search_objects => $key) {
+ if ($key != null && $key != '' && $key != 0) {
+ $where[$search_objects] = $key;
+ }
+ }
+
+ $data['lead_data_list'] = $this->leadsModel->getLeadDataForLising($where);
+ $html = view('leads_list', $data);
+ return $this->respond(['status' => true, 'html' => $html], 200);
+ }
}
public function createLead()
@@ -198,6 +236,8 @@ class LeadsController extends BaseController
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['insurer'][$index]) && strpos($data['insurer'][$index], '-') !== false) {
list($insurer_branch_id, $insurer_id) = explode('-', $data['insurer'][$index]);
+
+ }else{
$insurer_branch_id = 0;
$insurer_id = 0;
}
@@ -253,7 +293,18 @@ class LeadsController extends BaseController
$last_3_years_claims = null;
if($value != 2){
- $last_3_years_claims = $data['finyear'];
+ $last_3_years_claims = [];
+ $finyear = json_decode($data['finyear']);
+
+ foreach ($finyear as $year){
+ $received_policy_type = ($year->finyear[0]->policy_type);
+ if ($value == $received_policy_type){
+ array_push($last_3_years_claims,$year);
+ }else{
+ continue;
+ }
+ }
+ $last_3_years_claims = json_encode($last_3_years_claims);
}
$processedData[] = [
@@ -321,7 +372,7 @@ class LeadsController extends BaseController
'notes' => $data['notes'] ?? null,
];
}
-
+ // print_r($processedData);die();
return $processedData;
}
@@ -418,7 +469,9 @@ class LeadsController extends BaseController
->where('lead_id', $id)
// ->where('type', $type)
->where('is_active', 1)
+ ->orderBy('id', 'desc')
->first();
+ // dd($data);
$data['rfq_count'] = $this->RFQModel
->where('lead_id', $id)
@@ -436,8 +489,15 @@ class LeadsController extends BaseController
$data['lead_id'] = $id;
$lead_data = $this->leadsModel
- ->select('leads.*, policy_type.question_json, policy_type.policy_type')
+ ->select('
+ leads.*,
+ policy_type.question_json,
+ policy_type.policy_type,
+ policy_type.long_name,
+ user_profiles.email as created_person_email
+ ')
->join('policy_type', 'leads.policy_type_id = policy_type.id')
+ ->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
->where('leads.id', $id)
->where('leads.is_active', 1)
->first();
@@ -455,7 +515,21 @@ class LeadsController extends BaseController
$data['userList'] = $this->userModel->getUserListForRFQ();
$data['lead_data'] = $lead_data;
- $data['mail_content'] = $this->transformMailContent($id);
+ $mail_content = "
+ Dear Sir,
+ Greetings From Nhance India!
+ Please find attached the {{RFQ_OR_QCR}} for {{POLICY_TYPE}} policy pertaining to {{CLIENT_NAME}} .
+ Kindly request you to share the competitive quotes at the earliest.
+ In case of any query, please feel free to contact us.
+ Thank You!
+ ";
+
+
+ $subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}";
+
+ $data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']);
+ $data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']);
+
// dd($data);
$this->loadLayout('view_rfq.php', $data);
@@ -574,13 +648,13 @@ class LeadsController extends BaseController
public function constructExcelToSaveTemp($lead_id, $type, $propsal_and_insurer = null)
{
$rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
-
+
// dd($rfq_data, $lead_id, $type, $propsal_and_insurer);
// print_r($propsal_and_insurer); die;
- if($rfq_data['lead_type'] == 1){
+ if ($rfq_data['lead_type'] == 1) {
- if($rfq_data['policy_type_id'] == 2){
+ if ($rfq_data['policy_type_id'] == 2) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
@@ -590,23 +664,22 @@ class LeadsController extends BaseController
'No of Dependents' => $rfq_data['incept_dept_count'],
'Total Lives' => $rfq_data['incept_no_of_lives'],
- 'Period of Insurance ' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])).' to '. date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
+ 'Period of Insurance ' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
'Policy Run Days' => $rfq_data['policy_run_days'],
];
- }else if($rfq_data['policy_type_id'] == 1){
+ } else if ($rfq_data['policy_type_id'] == 1) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
'No of Employees at Inception' => $rfq_data['incept_emp_count'],
'Total Sum Insured at Inception ' => $rfq_data['total_si_at_incept'],
- 'Policy Period' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])).' to '. date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
+ 'Policy Period' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
'Policy Status' => $rfq_data['status'],
'Existing Insurer' => $rfq_data['insurer_name'],
'TPA ' => $rfq_data['tpa_name'],
];
}
-
- }else{
- if($rfq_data['policy_type_id'] == 2){
+ } else {
+ if ($rfq_data['policy_type_id'] == 2) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
@@ -624,7 +697,7 @@ class LeadsController extends BaseController
'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'],
'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'],
- 'Period of Insurance ' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])).' to '. date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
+ 'Period of Insurance ' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
'Policy Run Days' => $rfq_data['policy_run_days'],
'Inception Premium' => $rfq_data['premium_at_inception'],
'Premium as on (Date - DD MM YYYY should be entered based on the claims dump report)' => $rfq_data['premium_date'],
@@ -634,12 +707,12 @@ class LeadsController extends BaseController
'Incurred Claims Ratio' => $rfq_data['incurred_claims_ratio'],
'Earned Claims Ratio' => $rfq_data['earned_claims_ratio'],
];
- }else if($rfq_data['policy_type_id'] == 1){
+ } else if ($rfq_data['policy_type_id'] == 1) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
'Total Sum Insured at Renewal ' => $rfq_data['total_si_at_renewal'],
- 'Policy Period' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])).' to '. date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
+ 'Policy Period' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
'Policy Status' => $rfq_data['status'],
'Existing Insurer' => $rfq_data['insurer_name'],
'TPA ' => $rfq_data['tpa_name'],
@@ -648,14 +721,15 @@ class LeadsController extends BaseController
}
$data = json_decode($rfq_data['json'], true);
+ // dd($data);
- if($type == 2){
+ if ($type == 2) {
$data = $this->convertJsonForQCR($data, $type);
- if($propsal_and_insurer !== null){
+ if ($propsal_and_insurer !== null) {
list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
$data = $this->transformProposelData($data, $proposal_key, $insurer_key);
}
- }else if($type == 1){
+ } else if ($type == 1) {
$data = $this->convertJsonForQCR($data, $type);
// dd($data);
}
@@ -663,17 +737,123 @@ class LeadsController extends BaseController
$spreadsheet = new Spreadsheet();
$sheet = $spreadsheet->getActiveSheet();
+
// Start with lead_data at the top
$rowNumber = 1;
+
+ $mergeRange1 = "A{$rowNumber}:C{$rowNumber}";
+ $sheet->mergeCells($mergeRange1);
+ $sheet->setCellValue("A{$rowNumber}", "Nhance India Insurance Broking Pvt Ltd");
+ $sheet->getStyle("A{$rowNumber}")->applyFromArray([
+ 'font' => [
+ 'bold' => true,
+ 'size' => 20
+ ],
+ 'alignment' => [
+ 'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
+ 'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
+ ],
+ ]);
+
+ // Set column width to fit the image properly
+ $sheet->getColumnDimension('D')->setWidth(20); // Adjust as needed
+ $sheet->getRowDimension($rowNumber)->setRowHeight(40); // Adjust as needed
+
+ $drawing = new Drawing();
+ $path = ROOTPATH . "public/assets/images/Nhance-Logo-Final.png"; // Use FCPATH for server path
+ $drawing->setPath($path);
+ $drawing->setCoordinates("D{$rowNumber}"); // Set position in column B
+ $drawing->setHeight(35); // Adjust image height
+
+ // Center align the image in the cell
+ $drawing->setOffsetX(30); // Adjust horizontal offset
+ $drawing->setOffsetY(5); // Adjust vertical offset
+
+ $drawing->setWorksheet($sheet);
+
+ // Apply center alignment to the cell
+ $sheet->getStyle("D{$rowNumber}")->getAlignment()->setHorizontal(\PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER);
+ $sheet->getStyle("D{$rowNumber}")->getAlignment()->setVertical(\PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER);
+
+
+ $rowNumber = $rowNumber + 1;
+
+ // Initialize max width tracking variables
+ $maxWidthA = 0;
+ $maxWidthB = 0;
+
foreach ($lead_data as $key => $value) {
+
+ // Merge A:B for key and C:D for value
+ $mergeRangeKey = "A{$rowNumber}:B{$rowNumber}";
+ $mergeRangeValue = "C{$rowNumber}:D{$rowNumber}";
+ $sheet->mergeCells($mergeRangeKey);
+ $sheet->mergeCells($mergeRangeValue);
+
+ // Set values in merged cells
$sheet->setCellValue("A{$rowNumber}", $key);
- $sheet->setCellValue("B{$rowNumber}", $value);
- $sheet->getStyle("A{$rowNumber}")->applyFromArray(['font' => ['bold' => true]]);
+ $sheet->setCellValue("C{$rowNumber}", $value);
+
+ // Apply styles for alignment and bold text in A:B
+ $sheet->getStyle($mergeRangeKey)->applyFromArray([
+ 'font' => ['bold' => true],
+ 'alignment' => [
+ 'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
+ 'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
+ ],
+ ]);
+
+ // Apply bold style to B column if the key is "Insured"
+ if ($key == "Insured") {
+ $sheet->getStyle("C{$rowNumber}")->applyFromArray([
+ 'font' => ['bold' => true],
+ ]);
+ }
+
+ // Track max width needed for columns
+ $maxWidthA = max($maxWidthA, mb_strlen($key));
+ $maxWidthB = max($maxWidthB, mb_strlen($value));
+
$rowNumber++;
}
- $leadRange = "A1:B" . (count($lead_data));
- $sheet->getStyle($leadRange)->applyFromArray([
+ // Set column width based on max content length (adjusted for padding)
+ $sheet->getColumnDimension('A')->setWidth($maxWidthA * 1.2);
+ $sheet->getColumnDimension('B')->setWidth($maxWidthA * 1.2);
+ $sheet->getColumnDimension('C')->setWidth($maxWidthB * 1.2);
+ $sheet->getColumnDimension('D')->setWidth($maxWidthB * 1.2);
+
+ // $rowNumber += 2;
+
+ // Add headers and subheaders
+ $headers = $data['table_data']['headers'];
+
+ $sheet->setCellValue("A{$rowNumber}", "Details of Coverage");
+ $sheet->getStyle("A{$rowNumber}")->applyFromArray([
+ 'font' => [
+ 'bold' => true,
+ ],
+ 'fill' => [
+ 'fillType' => Fill::FILL_SOLID,
+ 'startColor' => ['rgb' => 'ADD8E6'],
+ ],
+ 'borders' => [
+ 'allBorders' => [
+ 'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
+ 'color' => ['argb' => 'FF000000'], // Black color
+ ],
+ ],
+ ]);
+ $subheader_count = array_sum(array_map(fn($header) => count($header['subHeaders']), $data['table_data']['headers']));
+ $subheader_count = $subheader_count - 2;
+ $headerCount = count($data['table_data']['headers']);
+ $lastColumn = Coordinate::stringFromColumnIndex($subheader_count);
+ // dd( $headerCount, $lastColumn);
+
+ // Merge cells from A to the last column
+ $mergeRange = "A{$rowNumber}:{$lastColumn}{$rowNumber}";
+
+ $sheet->getStyle($mergeRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
@@ -682,21 +862,25 @@ class LeadsController extends BaseController
],
]);
+ $sheet->mergeCells($mergeRange);
+ $rowNumber = $rowNumber + 1;
- $rowNumber += 2;
-
- // Add headers and subheaders
- $headers = $data['table_data']['headers'];
$subHeaderRow = $rowNumber + 1;
$columnLetter = 'A';
foreach ($headers as $header) {
+
if (in_array($header['parentHeader'], ['Item Key', 'Action'])) {
continue;
}
if ($header['parentHeader'] === 'Sno') {
$header['parentHeader'] = 'S.No.';
+ $sheet->getColumnDimension('A')->setWidth(10);
+ }
+
+ if ($header['parentHeader'] === 'Particulars') {
+ $sheet->getColumnDimension('B')->setWidth(40);
}
$startColumn = $columnLetter; // Start of the current header range
@@ -723,6 +907,13 @@ class LeadsController extends BaseController
// Add subheaders
foreach ($header['subHeaders'] as $subHeader) {
$sheet->setCellValue("{$columnLetter}{$subHeaderRow}", $subHeader);
+
+ if ($columnLetter != "A" && $columnLetter != "B" && $columnLetter != "C" && $columnLetter != "D") {
+ $sheet->getColumnDimension($columnLetter)->setWidth(35);
+ } else {
+ $sheet->getColumnDimension('A')->setWidth(10);
+ }
+
$sheet->getStyle("{$columnLetter}{$subHeaderRow}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
@@ -746,12 +937,13 @@ class LeadsController extends BaseController
]);
// Increase row height for headers and subheaders
- $sheet->getRowDimension($rowNumber)->setRowHeight(30); // Header row height
- $sheet->getRowDimension($subHeaderRow)->setRowHeight(25); // Subheader row height
+ $sheet->getRowDimension($rowNumber)->setRowHeight(25); // Header row height
+ $sheet->getRowDimension($subHeaderRow)->setRowHeight(20); // Subheader row height
$rowNumber = $subHeaderRow + 2;
$column_data = $data['table_data']['data'];
$serial_no = 1;
+ $maxColumnWidths = [];
// Add table data rows
foreach ($column_data as $dataRow) {
@@ -789,6 +981,7 @@ class LeadsController extends BaseController
$rowNumber += 2;
// Add premium data
+ // dd($data);
$labelArray = ["Premium", "GST (%)", "GST Amount (₹)", "Total"];
$premiumData = $data['premium_data']['data'];
$premium = [$labelArray[0]];
@@ -797,7 +990,7 @@ class LeadsController extends BaseController
$total = [$labelArray[3]];
foreach ($premiumData as $proposal => $insurers) {
- if($proposal != 'Particulars'){
+ if ($proposal != 'Particulars') {
foreach ($insurers as $insurer => $values) {
$premium[] = $values[$labelArray[0]];
$gst[] = $values[$labelArray[1]];
@@ -819,7 +1012,8 @@ class LeadsController extends BaseController
$rowNumber++;
}
- $premiumRange = "B" . ($rowNumber - 3) . ":" . chr(ord($columnLetter) - 1) . ($rowNumber - 1);
+ $premiumRange = "B" . ($rowNumber - 4) . ":" . chr(ord($columnLetter) - 2) . ($rowNumber - 1);
+ // dd($premiumRange);
$sheet->getStyle($premiumRange)->applyFromArray([
'borders' => [
'allBorders' => [
@@ -831,10 +1025,53 @@ class LeadsController extends BaseController
}
// Auto-size columns
- foreach ($sheet->getColumnIterator() as $column) {
- $sheet->getColumnDimension($column->getColumnIndex())->setAutoSize(true);
+ // foreach ($sheet->getColumnIterator() as $column) {
+ // $sheet->getColumnDimension($column->getColumnIndex())->setAutoSize(true);
+ // }
+
+ $dataRange = $sheet->calculateWorksheetDimension();
+
+ $sheet->getStyle($dataRange)->getAlignment()
+ ->setHorizontal(Alignment::HORIZONTAL_CENTER)
+ ->setVertical(Alignment::VERTICAL_CENTER)
+ ->setWrapText(true);
+
+ $sheet->getStyle('A1')->applyFromArray([
+ 'alignment' => [
+ 'wrapText' => false, // Disables text wrapping for A1
+ ],
+ ]);
+
+ // Apply border to the entire sheet
+ preg_match('/([A-Z]+)(\d+):([A-Z]+)(\d+)/', $dataRange, $matches);
+
+ if ($matches) {
+ $startColumn = $matches[1]; // A
+ $startRow = $matches[2]; // 1
+ $endColumn = $matches[3]; // G
+ $endRow = $matches[4]; // 75
+
+ // Convert column letter to index, reduce by 1, and convert back
+ $endColumnIndex = Coordinate::columnIndexFromString($endColumn) - 1;
+ $newEndColumn = Coordinate::stringFromColumnIndex($endColumnIndex);
+
+ // Generate the new range (e.g., "A1:F75" instead of "A1:G75")
+ $newDataRange = "{$startColumn}{$startRow}:{$newEndColumn}{$endRow}";
+ // $sheet->getStyle($newDataRange)->getBorders()->getAllBorders()->setBorderStyle(Border::BORDER_THIN);
}
+ $lastRow = count($lead_data) + 1;
+ $leadRange = "A1:D{$lastRow}";
+
+ $sheet->getStyle($leadRange)->applyFromArray([
+ 'borders' => [
+ 'allBorders' => [
+ 'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
+ 'color' => ['argb' => 'FF000000'], // Black color
+ ],
+ ],
+ ]);
+
// Set filename
$string = ($type == 2) ? 'QCR' : 'RFQ';
$filename = "{$string}_{$rfq_data['client_short_name']}_{$rfq_data['policy_type']}_" . date('YmdHis') . '.xlsx';
@@ -1405,10 +1642,11 @@ class LeadsController extends BaseController
}
// dd($lead_data);
- $reply_to = $lead_data['created_person_email'];
+ $reply_to = $lead_data['created_person_email'] ?? "";
//get file path to attach
$file_info = $this->constructExcelToSaveTemp($lead_id, ($file_type == 'rfq' ? 1 : 2), $propsal_and_insurer);
+ log_message('error','File Info'.json_encode($file_info));
if ($lead_data['file_name'] != null && $lead_data['file_name'] != '') {
$temp_file_path = $file_info['filePath'];
$temp_file_name = $file_info['fileName'];
@@ -1422,8 +1660,11 @@ class LeadsController extends BaseController
$result = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
// print_rr($result);
}
+ }else{
+ $result = $file_info['filePath'];
+ // return $this->respond(['status' => 'fail', 'code' => 200, 'messgae' => 'File Not Found'], 200);
}
- // print_rr($lead_data);
+ // print_rr($result); die;
// print_rr($file_info);
// $file_path = WRITEPATH."uploads/excel/sample/correction.xls";
// $file_name = $file_type.'.xlsx';
@@ -1478,8 +1719,10 @@ class LeadsController extends BaseController
$message = str_replace("{{DURATION}}", calculate_days_bw_dates($lead_data['policy_end_date'] ?? "", $lead_data['policy_start_date'] ?? "")->days, $message) ?? '--';
// print_rr($message);calculate_days_bw_dates
+ $string = implode(", ", $cc_mails);
+ $bcc_string = implode(", ", $bcc_mails);
- $res = MailHelper::send_email(['mail' => $recipient['email'], 'cc' => $cc_mails, 'subject' => $subject, 'message' => $message, 'attachments' => $attachments, 'reply_to' => $reply_to, 'bcc' => $bcc_mails]);
+ $res = MailHelper::send_email(['mail' => $recipient['email'], 'cc' => $string, 'subject' => $subject, 'message' => $message, 'attachments' => $attachments, 'reply_to' => $reply_to, 'bcc' => $bcc_string]);
// !dd($res);
$result_data[] = ['mail' => $recipient['email'], 'status' => $res];
}
@@ -2036,54 +2279,112 @@ class LeadsController extends BaseController
//------------------------------------------------------------------------------------------------
- public function transformMailContent($lead_id)
+ // public function transformMailContent($lead_id, $page_name)
+ // {
+ // helper('excel_util_helper');
+ // // $params = $this->request->getGet();
+
+ // // print_r($params); die;
+ // // $lead_id = $params['lead_id'];
+ // // $file_type = $params['file_type']; //rfq or qcr
+ // // $recipient_type = $params['recipient_type']; //insurer or client or internal or placement
+ // // $recipient_mail = $params['recipient_mail']; // - only primary key of contacts
+ // // $propsal_and_insurer = isset($params['proposal_insurer']) ? $params['proposal_insurer'] : null;
+
+ // // if ($recipient_type == 'insurer' && empty($recipient_mail)) {
+ // // return $this->respond(['status' => 'failed', 'code' => 400, 'data' => '', 'messgae' => 'Recipient mail not found ! '], 200);
+ // // }
+
+ // //gather lead info
+ // $lead_data = $this->leadsModel
+ // ->select('leads.*,policy_type.long_name,policy_type.policy_type,user_profiles.email as created_person_email')
+ // ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
+ // ->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
+ // ->where('leads.id', $lead_id)
+ // ->first();
+
+ // // dd($lead_data);
+
+ // if($lead_data){
+
+ // $recipient_data = ['name' => "Team"];
+ // // $original_message = '
Request for Quotation (RFQ) Dear {{RECIPIENT_NAME}}, We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.
RFQ Details Client name {{CLIENT_NAME}} Coverage Type {{POLICY_LONG_NAME}} Policy Start Date {{POLICY_START_DATE}} Policy Duration {{DURATION}}
Please note: Additional terms and details are included in the attachment for your reference.
Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.
Best regards,
Nhance India Pvt Ltd
© Nhance India Pvt Ltd. All rights reserved.
Request for Quotation (RFQ) Dear {{RECIPIENT_NAME}}, We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.
RFQ Details Client name {{CLIENT_NAME}} Coverage Type {{POLICY_LONG_NAME}} Policy Start Date {{POLICY_START_DATE}} Policy Duration {{DURATION}}
Please note: Additional terms and details are included in the attachment for your reference.
Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.
Best regards,
Nhance India Pvt Ltd
© Nhance India Pvt Ltd. All rights reserved.
+
+
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+
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+
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+
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+
+
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+
+
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+
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+
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+
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+
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+
+
Dear [[member_name]],
+
Your Claim Number [[claim_number]] is currently in the [[status]] status with us.
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
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+
+
+
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+
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+
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+
+
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+
+
+
+
+
ⓒ2024 Nhance India Insurance Broking Pvt Ltd
+
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+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ ';
+
+ // Replace placeholders with actual values
+ $replacedTemplate = str_replace(
+ ['[[member_name]]', '[[claim_number]]', '[[status]]'],
+ [$emp_name, $claim_number, $client_status],
+ $template
+ );
+
+ return $replacedTemplate;
+ }
+
}
diff --git a/app/Helpers/DepositHelper.php b/app/Helpers/DepositHelper.php
index 0ee54530..d225f71f 100755
--- a/app/Helpers/DepositHelper.php
+++ b/app/Helpers/DepositHelper.php
@@ -63,6 +63,7 @@ class DepositHelper
'updated_by' => $data['updated_by'],
'balance' => $newBalance, // Include the new balance in the data array
'cd_ac_pk'=> isset($data['cd_ac_pk'])?$data['cd_ac_pk']:null,
+ 'record_date' => $data['record_date'] ?? null
];
// Insert data and get the insert ID
diff --git a/app/Helpers/MailHelper.php b/app/Helpers/MailHelper.php
index 99490bde..8fc4884b 100755
--- a/app/Helpers/MailHelper.php
+++ b/app/Helpers/MailHelper.php
@@ -304,7 +304,8 @@ class MailHelper
$bcc = isset($params['bcc']) ? $params['bcc'] : '';
$cc = isset($params['cc']) ? $params['cc'] : '';
- $from_address = getenv('email.fromEmail');
+ $from_address = isset($params['from_mail']) && !empty($params['from_mail']) ? $params['from_mail'] : getenv('email.fromEmail');
+ // $from_address = "claims@nhanceindia.in";
try {
$curl = curl_init();
diff --git a/app/Helpers/excel_util_helper.php b/app/Helpers/excel_util_helper.php
index 0b6a3a7b..a5cd1bda 100755
--- a/app/Helpers/excel_util_helper.php
+++ b/app/Helpers/excel_util_helper.php
@@ -234,7 +234,7 @@ if(!function_exists('check_si'))
$is_si_found = false;
$is_age_slab_found = false;
- if($policy_details['policy_type_id'] == 1 && $slab_details['slab_rates'][0]['policy_grid_id'] == 1 && $slab_details['slab_rates'][0]['si_or_bp'] == 2) // GPA && grid type 1 for GPA && sub type is basic pay
+ if(($policy_details['policy_type_id'] == 1 || $policy_details['policy_type_id'] == 6 || $policy_details['policy_type_id'] == 7) && $slab_details['slab_rates'][0]['policy_grid_id'] == 1 && $slab_details['slab_rates'][0]['si_or_bp'] == 2) // GPA && grid type 1 for GPA && sub type is basic pay
{
$is_si_found = true;
$is_age_slab_found = true;
@@ -2173,20 +2173,21 @@ if(!function_exists('group_slab_rates_basedon_name'))
//this key generating mandantory for display employee info in enrolment app w/o error
-if(!function_exists('generate_family_floater_key'))
-{
+if (!function_exists('generate_family_floater_key')) {
function generate_family_floater_key($relationship)
{
if (strtolower(trim($relationship)) === 'mother' || strtolower(trim($relationship)) === 'father') {
- $relation = 'parent';
- } else if(strtolower(trim($relationship)) === 'son' || strtolower(trim($relationship)) === 'daughter'){
- $relation = 'child';
- }else if(strtolower(trim($relationship)) === 'father in Law' || strtolower(trim($relationship)) === 'mother in Law'){
- $relation = 'parent_in_law';
- }else if(strtolower(trim($relationship)) === 'spouse'){
- $relation = 'spouse';
- }else{
- $relation = 'self';
- }
+ $relation = 'parent';
+ } else if (strtolower(trim($relationship)) === 'son' || strtolower(trim($relationship)) === 'daughter') {
+ $relation = 'child';
+ } else if (strtolower(trim($relationship)) === 'father in Law' || strtolower(trim($relationship)) === 'mother in Law') {
+ $relation = 'parent_in_law';
+ } else if (strtolower(trim($relationship)) === 'spouse') {
+ $relation = 'spouse';
+ } else {
+ $relation = 'self';
+ }
+
+ return $relation;
}
}
\ No newline at end of file
diff --git a/app/Helpers/sendMailNotification.php b/app/Helpers/sendMailNotification.php
index 3ecb7932..44bea402 100755
--- a/app/Helpers/sendMailNotification.php
+++ b/app/Helpers/sendMailNotification.php
@@ -49,13 +49,13 @@ class sendMailNotification
$nhance_logo = $_ENV['NHANCE_LOGO'];
$client_logo = base_url() . "public/uploads/logo/" . $client_data['client_logo'];
- $mail_content = str_replace("[[client_logo]]", "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[app_link]]", "{{app_link}}"], "Review Details ", $mail_content);
if ($dataToInsert['relationship'] == 'Self' && $mail != null || $mail != '') {
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content,'bcc'=> $client_data['common_mails'], 'reply_to' => $client_data['reply_to'], 'attachments' => $attachments, 'common' => $common];
}
@@ -77,16 +77,16 @@ class sendMailNotification
$client_logo = base_url() . "public/uploads/logo/" . $client_data['client_logo'];
- $mail_content = str_replace("[[client_name]]", $client_data['client_name'], $mail_content);
- $mail_content = str_replace("[[nhance_logo]]", "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[client_name]]", "{{client_name}}"], $client_data['client_name'], $mail_content);
+ $mail_content = str_replace(["[[nhance_logo]]", "{{nhance_logo}}"], "Review Details ", $mail_content);
$employee_name =$emp_data['name'];
$employee_mobile_no =$emp_data['mobile'];
- $mail_content = str_replace("[[member_name]]", $employee_name, $mail_content);
- $mail_content = str_replace("[[member_mobile]]", $employee_mobile_no, $mail_content);
+ $mail_content = str_replace(["[[member_name]]", "{{member_name}}"], $employee_name, $mail_content);
+ $mail_content = str_replace(["[[member_mobile]]", "{{member_mobile}}"], $employee_mobile_no, $mail_content);
$mail = $emp_data['email_corporate'];
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content, 'bcc'=> $client_data['common_mails'], 'reply_to' => $client_data['reply_to'], 'common' => $common];
@@ -128,16 +128,17 @@ class sendMailNotification
$client_logo = base_url() . "public/uploads/logo/" . $client_data['client_logo'];
// $client_logo = $nhance_logo;
- $mail_content = str_replace("[[nhance_logo]]", "Review Details ", $mail_content);
- $mail_content = str_replace("[[post_enrollment_app_link]]", "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[member_name]]", "{{member_name}}"], $name, $mail_content);
+ $mail_content = str_replace(["[[member_mobile]]", "{{member_mobile}}"], $employee_mobile_no, $mail_content);
+ $mail_content = str_replace(["[[app_link]]", "{{app_link}}"], "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[post_enrollment_app_link]]", "{{post_enrollment_app_link}}"], "Review Details ", $mail_content);
// $mail_content = str_replace("[[tpa_id]]", $tpa_id, $mail_content);
- $mail_content = str_replace("[[ecard_download_link]]", "Download Insurance Card ", $mail_content);
- $mail_content = str_replace("[[client_name]]", $client_data['client_name'], $mail_content);
+ $mail_content = str_replace(["[[ecard_download_link]]", "{{ecard_download_link}}"], "Download Insurance Card ", $mail_content);
+ $mail_content = str_replace(["[[client_name]]", "{{client_name}}"], $client_data['client_name'], $mail_content);
+
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content,'bcc'=> $client_data['common_mails'], 'reply_to' => $client_data['reply_to'], 'common' => $common];
return $wholeData;
@@ -172,11 +173,11 @@ class sendMailNotification
$client_logo = base_url() . "public/uploads/logo/" . $client_data['client_logo'];
// $client_logo = $nhance_logo;
- $mail_content = str_replace("[[client_name]]", $client_data['client_name'], $mail_content);
- $mail_content = str_replace("[[nhance_logo]]", "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[app_link]]", "{{app_link}}"], "Review Details ", $mail_content);
// Step 1: Replace the placeholder with an HTML table structure
$mail = '';
@@ -518,9 +519,9 @@ class sendMailNotification
// dd($payable_employee_array, $Addon_list);
// print_r($table_content); die;
- $mail_content = str_replace("[[member_name]]", $name . ' (' . $emp_code . ')' , $mail_content);
- $mail_content = str_replace("[[member_mobile]]", $employee_mobile_no, $mail_content);
- $mail_content = str_replace("[[member_summary]]", $table_content , $mail_content);
+ $mail_content = str_replace(["[[member_name]]", "{{member_name}}"], $name . ' (' . $emp_code . ')' , $mail_content);
+ $mail_content = str_replace(["[[member_mobile]]", "{{member_mobile}}"], $employee_mobile_no, $mail_content);
+ $mail_content = str_replace(["[[member_summary]]", "{{member_summary}}"], $table_content , $mail_content);
// print_r($mail_content); die;
@@ -570,11 +571,11 @@ class sendMailNotification
$client_logo = base_url() . "public/uploads/logo/" . $client_data['client_logo'];
// $client_logo = $nhance_logo;
- $mail_content = str_replace("[[client_name]]", $client_data['client_name'], $mail_content);
- $mail_content = str_replace("[[nhance_logo]]", "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[app_link]]", "{{app_link}}"], "Review Details ", $mail_content);
// Step 1: Replace the placeholder with an HTML table structure
$mail = '';
@@ -816,16 +817,16 @@ class sendMailNotification
}
- $mail_content = str_replace("[[member_summary]]", $table_content , $mail_content);
+ $mail_content = str_replace(["[[member_summary]]", "{{member_summary}}"], $table_content , $mail_content);
$account_manager_mail_list = [];
if(isset($user_list)){
foreach ($user_list as $key => $value) {
$full_name = $value['first_name'] .' ' .$value['last_name'];
- $mail_content = str_replace("[[member_name]]", $full_name , $mail_content);
+ $mail_content = str_replace(["[[member_name]]", "{{member_name}}"], $full_name , $mail_content);
$wholeData[] = ['mail' => $value['email'], 'subject' => $subject,'message'=> $mail_content, 'reply_to' => $client_data['reply_to'], 'common' => $common];
- // $wholeData[] = ['mail' => $value['email'], 'subject' => $subject,'message'=> $mail_content, 'bcc'=> $client_data['common_mails']];
+ // $wholeData[] = ['mail' => $value['email'], 'subject' => $subject,'message'=> $mail_content, 'bcc'=> $client_data['common_mails'}};
}
return $wholeData;
}
@@ -868,11 +869,11 @@ class sendMailNotification
$client_logo = base_url() . "public/uploads/logo/" . $client_data['client_logo'];
// $client_logo = $nhance_logo;
- $mail_content = str_replace("[[nhance_logo]]", "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[app_link]]", "{{app_link}}"], "Review Details ", $mail_content);
// Step 1: Replace the placeholder with an HTML table structure
$mail = '';
@@ -1115,7 +1116,7 @@ class sendMailNotification
// $table_content .= '' . $sum_total_words . '
';
}
- $mail_content = str_replace("[[member_summary]]", $table_content , $mail_content);
+ $mail_content = str_replace(["[[member_summary]]", "{{member_summary}}"], $table_content , $mail_content);
$hr_mails = $client_data['hr_mails'];
@@ -1124,7 +1125,7 @@ class sendMailNotification
$wholeData = [];
foreach ($mail_array as $key => $value) {
$wholeData[] = ['mail' => $value, 'subject' => $subject,'message'=> $mail_content, 'reply_to' => $client_data['reply_to'], 'common' => $common];
- // $wholeData[] = ['mail' => $value, 'subject' => $subject,'message'=> $mail_content, 'bcc'=> $client_data['common_mails']];
+ // $wholeData[] = ['mail' => $value, 'subject' => $subject,'message'=> $mail_content, 'bcc'=> $client_data['common_mails'}};
}
return $wholeData;
@@ -1173,13 +1174,13 @@ class sendMailNotification
$client_logo = base_url() . "public/uploads/logo/" . $client_data['client_logo'];
- $mail_content = str_replace("[[client_logo]]", "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[app_link]]", "{{app_link}}"], "Review Details ", $mail_content);
if ($mail != null || $mail != '') {
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content,'bcc'=> $client_data['common_mails'], 'reply_to' => $client_data['reply_to'], 'attachments' => $attachments];
@@ -1204,11 +1205,12 @@ class sendMailNotification
$client_logo = base_url() . "public/uploads/logo/" . $client_data['client_logo'];
- $mail_content = str_replace("[[client_name]]", $client_data['client_name'], $mail_content);
- $mail_content = str_replace("[[nhance_logo]]", "Review Details ", $mail_content);
- $mail_content = str_replace("[[member_mobile]]", $mobile, $mail_content);
+ $mail_content = str_replace(["[[client_name]]", "{{client_name}}"], $client_data['client_name'], $mail_content);
+ $mail_content = str_replace(["[[nhance_logo]]", "{{nhance_logo}}"], "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[member_name]]", "{{member_name}}"], $employee_name, $mail_content);
+ $mail_content = str_replace(["[[member_mobile]]", "{{member_mobile}}"], $mobile, $mail_content);
if ((isset($notification_data) && $notification_data['enabled'] == 1)) {
@@ -1256,15 +1258,15 @@ class sendMailNotification
$client_logo = base_url() . "public/uploads/logo/" . $client_data['client_logo'];
- $mail_content = str_replace("[[nhance_logo]]", "Review Details ", $mail_content);
- $mail_content = str_replace("[[post_enrollment_app_link]]", "Review Details ", $mail_content);
- $mail_content = str_replace("[[ecard_download_link]]", "Download Insurance Card ", $mail_content);
- $mail_content = str_replace("[[client_name]]", $client_data['client_name'], $mail_content);
+ $mail_content = str_replace(["[[member_name]]", "{{member_name}}"], $name, $mail_content);
+ $mail_content = str_replace(["[[member_mobile]]", "{{member_mobile}}"], $mobile, $mail_content);
+ $mail_content = str_replace(["[[app_link]]", "{{app_link}}"], "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[post_enrollment_app_link]]", "{{post_enrollment_app_link}}"], "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[ecard_download_link]]", "{{ecard_download_link}}"], "Download Insurance Card ", $mail_content);
+ $mail_content = str_replace(["[[client_name]]", "{{client_name}}"], $client_data['client_name'], $mail_content);
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content,'bcc'=> $client_data['common_mails'],'attachments' => $attachments, 'reply_to' => $client_data['reply_to']];
@@ -1301,11 +1303,11 @@ class sendMailNotification
$client_logo = base_url() . "public/uploads/logo/" . $client_data['client_logo'];
- $mail_content = str_replace("[[client_name]]", $client_data['client_name'], $mail_content);
- $mail_content = str_replace("[[nhance_logo]]", "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[app_link]]", "{{app_link}}"], "Review Details ", $mail_content);
// Step 1: Replace the placeholder with an HTML table structure
$table_content = '';
@@ -1413,9 +1415,9 @@ class sendMailNotification
}
}
- $mail_content = str_replace("[[member_name]]", $name . ' (' . $emp_code . ')' , $mail_content);
- $mail_content = str_replace("[[member_mobile]]", $mobile, $mail_content);
- $mail_content = str_replace("[[member_summary]]", $table_content , $mail_content);
+ $mail_content = str_replace(["[[member_name]]", "{{member_name}}"], $name . ' (' . $emp_code . ')' , $mail_content);
+ $mail_content = str_replace(["[[member_mobile]]", "{{member_mobile}}"], $mobile, $mail_content);
+ $mail_content = str_replace(["[[member_summary]]", "{{member_summary}}"], $table_content , $mail_content);
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content, 'bcc'=> $client_data['common_mails'], 'reply_to' => $client_data['reply_to']];
@@ -1453,11 +1455,11 @@ class sendMailNotification
$client_logo = base_url() . "public/uploads/logo/" . $client_data['client_logo'];
- $mail_content = str_replace("[[client_name]]", $client_data['client_name'], $mail_content);
- $mail_content = str_replace("[[nhance_logo]]", "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[app_link]]", "{{app_link}}"], "Review Details ", $mail_content);
// Step 1: Replace the placeholder with an HTML table structure
$table_content = '';
@@ -1563,8 +1565,8 @@ class sendMailNotification
}
}
- $mail_content = str_replace("[[member_name]]", $name . ' (' . $emp_code . ')' , $mail_content);
- $mail_content = str_replace("[[member_summary]]", $table_content , $mail_content);
+ $mail_content = str_replace(["[[member_name]]", "{{member_name}}"], $name . ' (' . $emp_code . ')' , $mail_content);
+ $mail_content = str_replace(["[[member_summary]]", "{{member_summary}}"], $table_content , $mail_content);
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content, 'reply_to' => $client_data['reply_to']];
@@ -1600,11 +1602,11 @@ class sendMailNotification
$client_logo = base_url() . "public/uploads/logo/" . $client_data['client_logo'];
- $mail_content = str_replace("[[nhance_logo]]", "Review Details ", $mail_content);
+ $mail_content = str_replace(["[[app_link]]", "{{app_link}}"], "Review Details ", $mail_content);
// Step 1: Replace the placeholder with an HTML table structure
$table_content = '';
@@ -1712,8 +1714,8 @@ class sendMailNotification
}
}
- $mail_content = str_replace("[[member_name]]", $name . ' (' . $emp_code . ')' , $mail_content);
- $mail_content = str_replace("[[member_summary]]", $table_content , $mail_content);
+ $mail_content = str_replace(["[[member_name]]", "{{member_name}}"], $name . ' (' . $emp_code . ')' , $mail_content);
+ $mail_content = str_replace(["[[member_summary]]", "{{member_summary}}"], $table_content , $mail_content);
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content, 'reply_to' => $client_data['reply_to']];
diff --git a/app/Helpers/session_helper.php b/app/Helpers/session_helper.php
index f5c6e513..31162658 100755
--- a/app/Helpers/session_helper.php
+++ b/app/Helpers/session_helper.php
@@ -183,6 +183,23 @@ if (!function_exists('user_team')) {
}
}
+if (!function_exists('get_chatbot_session_info')) {
+ function get_chatbot_session_info()
+ {
+ // $CI =& get_instance();
+ $session = \Config\Services::session();
+ return [
+ 'emp_id' => $session->get('CHATBOT_EMP_ID'),
+ 'origin' => $session->get('CHATBOT_ORIGIN'),
+ 'emp_code' => $session->get('CHATBOT_EMP_CODE'),
+ 'client_id' => $session->get('CHATBOT_CLIENT_ID'),
+ 'chatbot_random_user_id' => $session->get('CHATBOT_RANDOM_USER_ID'),
+ 'client_branch_id' => $session->get('CHATBOT_CLIENT_BRANCH_ID'),
+
+ ];
+ }
+}
+
}
diff --git a/app/Models/ClientDepositModel.php b/app/Models/ClientDepositModel.php
index 91bdf1c4..9d45f38f 100755
--- a/app/Models/ClientDepositModel.php
+++ b/app/Models/ClientDepositModel.php
@@ -27,7 +27,8 @@ class ClientDepositModel extends Model
"endorsement_no",
"event_name",
"unit",
- "cd_ac_pk"
+ "cd_ac_pk",
+ "record_date"
];
diff --git a/app/Models/EmployeePolicyModel.php b/app/Models/EmployeePolicyModel.php
index d23b315e..960f37d0 100755
--- a/app/Models/EmployeePolicyModel.php
+++ b/app/Models/EmployeePolicyModel.php
@@ -886,7 +886,6 @@ class EmployeePolicyModel extends Model
LEFT JOIN (
SELECT
- emp_code,
group_key,
MAX(CASE WHEN field_name = 'emp_status' THEN new_value END) AS empstatus,
MAX(CASE WHEN field_name = 'change_event' THEN new_value END) AS changeevent,
@@ -902,7 +901,7 @@ class EmployeePolicyModel extends Model
group_key
) AS deletiondata
- ON a.emp_code = deletiondata.emp_code AND a.status != 'truncated'
+ ON a.group_key = deletiondata.group_key AND a.status != 'truncated'
LEFT JOIN
(
@@ -1682,7 +1681,10 @@ class EmployeePolicyModel extends Model
// reverse the employee policy table data for the truncated the deletion file
public function updateEmployeePolicyTruncateReverse($file_id)
- {
+ {
+ log_message('error', 'updateEmployeePolicyTruncateReverse model function called');
+ log_message('error', 'FILE ID : {data}', ['data' => $file_id]);
+
$this->db->query("
UPDATE employee_polices
SET
@@ -1690,7 +1692,7 @@ class EmployeePolicyModel extends Model
status = 'active',
date_of_exit = NULL,
reason_for_exit = NULL,
- claim_status = 0,
+ claim_status = 0
WHERE
id IN (
SELECT pk
@@ -1747,11 +1749,11 @@ class EmployeePolicyModel extends Model
}
public function getHospitalLinkByPolicyandEmp($client_policy_id){
- $data = $this->db->table('employee_polices')
+ $data = $this->db->table('client_policy')
->select('tpa.network_hospitals')
- ->where('client_policy_id', $client_policy_id)
- ->where('employee_polices.is_active', 1)
- ->join('tpa', 'tpa.id = employee_polices.tpa_id AND tpa.is_active = 1')
+ ->where('client_policy.id', $client_policy_id)
+ // ->where('employee_polices.is_active', 1)
+ ->join('tpa', 'tpa.id = client_policy.tpa_id AND tpa.is_active = 1')
// ->join('employees', 'employees.id = employee_polices.employee_id AND employees.id = ' . (int) $emp_id)
->get()->getResultArray();
diff --git a/app/Models/LeadsModel.php b/app/Models/LeadsModel.php
index 5867a5d0..bc47a3ff 100644
--- a/app/Models/LeadsModel.php
+++ b/app/Models/LeadsModel.php
@@ -120,10 +120,10 @@ class LeadsModel extends Model
return $data;
}
- public function getLeadDataForLising()
+ public function getLeadDataForLising($where = null)
{
- return $this->select('
+ $data = $this->select('
leads.*,
kyc_entity_type.name as entity_type,
policy_type.policy_type,
@@ -144,13 +144,16 @@ class LeadsModel extends Model
) AS rfq_count
')
- ->join('kyc_entity_type', 'leads.entity_type_id = kyc_entity_type.id', 'left')
- ->join('user_profiles', 'leads.salse_person_id = user_profiles.id', 'left')
- ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
- ->where('leads.is_active', 1)
- ->orderBy('id', 'desc')
- ->findAll();
+ ->join('kyc_entity_type', 'leads.entity_type_id = kyc_entity_type.id', 'left')
+ ->join('user_profiles', 'leads.salse_person_id = user_profiles.id', 'left')
+ ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
+ ->where('leads.is_active', 1);
+ if (!empty($where)) {
+ $data->where($where);
+ }
+
+ return $data->orderBy('leads.id', 'desc')->findAll();
}
public function getLeadForInsertClientList($type = null, $client_id = null)
diff --git a/app/Models/RFQModel.php b/app/Models/RFQModel.php
index 2b1560e0..2e51f2aa 100644
--- a/app/Models/RFQModel.php
+++ b/app/Models/RFQModel.php
@@ -77,6 +77,7 @@ class RFQModel extends Model
->where('rfq.lead_id', $lead_id)
// ->where('rfq.type', $type)
->where('rfq.is_active', 1)
+ ->orderBy('rfq.id', 'desc')
->first();
}
diff --git a/app/Models/TicketMasterModel.php b/app/Models/TicketMasterModel.php
index c4fca96d..4cb59773 100644
--- a/app/Models/TicketMasterModel.php
+++ b/app/Models/TicketMasterModel.php
@@ -51,7 +51,25 @@ class TicketMasterModel extends Model
'claim_number',
'emp_id',
'insured_emp_id',
- ];
+
+ 'raised_date',
+ 'registration_date',
+ 'query_received_date',
+ 'denial_date',
+ 'approved_date',
+ 'settled_date',
+ 'denial_reason',
+ 'approved_letter',
+ 'approved_amount',
+ 'utr_details',
+ 'settle_letter',
+ 'is_head_approved',
+
+ 'return_remark',
+ 'cancel_remark',
+ 'awb_no_courier_name',
+
+ ];
// Callbacks
@@ -105,14 +123,20 @@ class TicketMasterModel extends Model
public function getTemplateDataByTicketID($ticket_id)
{
$template_data = $this
- ->select("ticket_mail_template.*, ticket_master.emp_mail,ticket_master.claim_status_id")
+ ->select("ticket_mail_template.*, CASE
+ WHEN employees.email_corporate IS NULL OR employees.email_corporate = ''
+ THEN ticket_master.emp_mail
+ ELSE employees.email_corporate
+ END as emp_mail, ,ticket_master.claim_status_id")
->join('ticket_claim_status', 'ticket_master.claim_status_id = ticket_claim_status.id and ticket_claim_status.is_active = 1')
->join('ticket_mail_template', '
ticket_claim_status.trigger_type = ticket_mail_template.trigger_type
and ticket_claim_status.ticket_type = ticket_mail_template.ticket_type
and ticket_mail_template.is_active = 1')
+ ->join('employees','employees.id = ticket_master.emp_id','left')
->where('ticket_master.id', $ticket_id)
->where('ticket_master.is_active', 1)
+ ->where('ticket_claim_status.is_active', 1)
->first();
return $template_data;
@@ -122,6 +146,11 @@ class TicketMasterModel extends Model
{
$ticket_data = $this->select("
ticket_master.*,
+ CASE
+ WHEN employees.email_corporate IS NULL OR employees.email_corporate = ''
+ THEN ticket_master.emp_mail
+ ELSE employees.email_corporate
+ END as emp_mail,
user_profiles.first_name as acm,
user_profiles.mobile as acm_mobile,
@@ -139,6 +168,7 @@ class TicketMasterModel extends Model
->join('tpa', 'ticket_master.tpa_id = tpa.id', 'left')
->join('ticket_notes', 'ticket_master.id = ticket_notes.ticket_id and ticket_notes.is_active = 1 and ticket_notes.is_auto_query = 1','left')
->join('user_profiles', 'ticket_master.acm_id = user_profiles.id', 'left')
+ ->join('employees','employees.id = ticket_master.emp_id','left')
->where('ticket_master.id', $ticket_id)
->where('ticket_master.is_active', 1)
->first();
diff --git a/app/Views/chatbot.php b/app/Views/chatbot.php
index 359b4ce0..14a5f652 100644
--- a/app/Views/chatbot.php
+++ b/app/Views/chatbot.php
@@ -21,6 +21,7 @@
// mainColor: "#5C6BC0",
// bubbleBackground: "#673AB7"
// };
+ var emp_name = 'Kumar';
var uid = Math.floor(100000 + Math.random() * 900000);
console.log('CURRENT_USER' + uid);
var botmanWidget = {
@@ -35,12 +36,12 @@
enableAttachments: false,
// Add extra parameters
parameters: {
- employee_id: '1234655', //PK of emp
+ employee_id: '12288', //PK of emp
session_id: "XYZ789", // token
origin: "mobile", // origin
- emp_code:"EMP001",
- client_id:10,
- client_branch_id:12
+ emp_code:"HTL-007",
+ client_id:159,
+ client_branch_id:125
}
};
@@ -62,12 +63,12 @@
if (window.botmanWidget) {
botmanChatWidget.open();
setTimeout(function(){
- botmanChatWidget.sayAsBot('Hi user '+ uid +' ,This is ILA your Insurance AI Assistant, plz choose the following options')
- botmanChatWidget.whisper('hi');
- },2000);
+ botmanChatWidget.sayAsBot('Hi '+ emp_name +',This is ILA your Insurance Assistant, plz choose the following options')
+ botmanChatWidget.whisper('Hi');
+ },3000);
}
- }, 3000); // Delay to ensure widget is initialized
+ }, 2000); // Delay to ensure widget is initialized
});
diff --git a/app/Views/employee_data_list.php b/app/Views/employee_data_list.php
index 9543fa85..9dd0956c 100755
--- a/app/Views/employee_data_list.php
+++ b/app/Views/employee_data_list.php
@@ -46,6 +46,38 @@
+
+
+
+
+
+
diff --git a/app/Views/employee_list.php b/app/Views/employee_list.php
index 7c35a42d..976e2f69 100755
--- a/app/Views/employee_list.php
+++ b/app/Views/employee_list.php
@@ -142,25 +142,98 @@ table.dataTable tbody td {
SPINNER
\ No newline at end of file
diff --git a/app/Views/leads_form.php b/app/Views/leads_form.php
index 10f6e264..0587df3e 100644
--- a/app/Views/leads_form.php
+++ b/app/Views/leads_form.php
@@ -1,38 +1,41 @@
@@ -64,15 +67,15 @@
Select Lead Type
$value) {
- if($key == 1){
- echo "" . $value . " ";
- }else{
- echo "" . $value . " ";
- }
+ if (isset($lead_type) && count($lead_type)) {
+ foreach ($lead_type as $key => $value) {
+ if ($key == 1) {
+ echo "" . $value . " ";
+ } else {
+ echo "" . $value . " ";
}
}
+ }
?>
@@ -82,11 +85,11 @@
Select Issuer
$value) {
- echo "" . $value . " ";
- }
+ if (isset($issuer) && count($issuer)) {
+ foreach ($issuer as $key => $value) {
+ echo "" . $value . " ";
}
+ }
?>
@@ -103,11 +106,11 @@
Select Client type
$value) {
- echo "" . $value . " ";
- }
+ if (isset($client_type) && count($client_type)) {
+ foreach ($client_type as $key => $value) {
+ echo "" . $value . " ";
}
+ }
?>
@@ -117,11 +120,11 @@
Select Entity
$value) {
- echo "" . $value['name'] . " ";
- }
+ if (isset($entity) && count($entity)) {
+ foreach ($entity as $key => $value) {
+ echo "" . $value['name'] . " ";
}
+ }
?>
@@ -233,11 +236,11 @@
Select Sales Person
-
-
-
-
-
+
+
+
+
+
@@ -247,16 +250,16 @@
Select Status
$value) {
- if($key == 'queued'){
- echo "" . $value . " ";
- }else{
- echo "" . $value . " ";
- }
- }
+ if (isset($lead_status) && count($lead_status)) {
+ foreach ($lead_status as $key => $value) {
+ if ($key == 'queued') {
+ echo "" . $value . " ";
+ } else {
+ echo "" . $value . " ";
}
- ?>
+ }
+ }
+ ?>
@@ -279,461 +282,680 @@
+
+
\ No newline at end of file
diff --git a/app/Views/leads_list.php b/app/Views/leads_list.php
index ddf4d238..0f6c0199 100644
--- a/app/Views/leads_list.php
+++ b/app/Views/leads_list.php
@@ -127,7 +127,7 @@ table.dataTable tbody td {
-
+
-
x
-
Policy Terms
+
x
+
Policy Terms
+ 
+
+ 
+