diff --git a/app/Config/Routes.php b/app/Config/Routes.php index 58aa95b4..877ba46e 100755 --- a/app/Config/Routes.php +++ b/app/Config/Routes.php @@ -396,6 +396,9 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) { $routes->post('savePlacementDataAndValidateMemberDataFile', 'LeadsController::savePlacementDataAndValidateMemberDataFile'); $routes->get('checkMemberDataFileValidationStatus', 'LeadsController::checkMemberDataFileValidationStatus'); $routes->match(['get', 'post', 'delete'], 'nhanceBranchMaster', 'MasterController::nhanceBranchMaster'); + $routes->match(['get', 'post', 'delete'], 'vehicleTypeMaster', 'MasterController::vehicleTypeMaster'); + $routes->match(['get', 'post', 'delete'], 'rtoMaster', 'MasterController::rtoMaster'); + }); diff --git a/app/Controllers/ClientController.php b/app/Controllers/ClientController.php index bcadb66d..e09c74ec 100755 --- a/app/Controllers/ClientController.php +++ b/app/Controllers/ClientController.php @@ -518,8 +518,8 @@ class ClientController extends AdminController public function updateEmpAndPolicyStatus() { - $return = $this->clientPolicyModel->updateStatus(); + return $return; $this->myLogger->logme('error', 'Client Policy Status Update Count: {data}', ['data' => $return['client']]); $this->myLogger->logme('error', 'Employee Policy Status Update Count: {data}', ['data' => $return['emp']]); } @@ -1613,7 +1613,7 @@ class ClientController extends AdminController if ($update) { - $policy_transaction_update = $this->deactivatePolicyTransactionsPolicy($id); + // $policy_transaction_update = $this->deactivatePolicyTransactionsPolicy($id); return $this->respond(['status' => true, 'code' => 200], 200); } else { @@ -4816,6 +4816,7 @@ class ClientController extends AdminController 'vehicle_no' => $data['vehicle_no'], 'type' => $data['type'], 'rc' => $data['rc'], + 'rto_id' => $data['rto_id'], 'branch_id' => $branch_insert, 'owner' => $client_insert, ]; @@ -4861,6 +4862,7 @@ class ClientController extends AdminController 'vehicle_no' => $data['vehicle_no'], 'type' => $data['type'], 'rc' => $data['rc'], + 'rto_id' => $data['rto_id'], 'branch_id' => $data['branch_id'] ?? null, 'owner' => $data['owner'], ]; @@ -5064,10 +5066,12 @@ class ClientController extends AdminController ->where('policy_no', $policy_no) ->countAllResults(); + $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('policy_status', 1)->where('policy_no', trim($policy_no))->first(); + if ($data > 0) { - return $this->respond(['status' => true, 'message' => 'This policy number is already linked to another client', 'data' => $data, 'code' => 409, 'received_data' => $received_data], 200); + return $this->respond(['status' => true, 'message' => 'This policy number is already linked to another client', 'data' => $data, 'code' => 409, 'received_data' => $received_data, 'client_policy_id' => $client_policy_data['id'] ?? null], 200); } else { - return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404, 'received_data' => $received_data], 200); + return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404, 'received_data' => $received_data, 'client_policy_id' => $client_policy_data['id'] ?? null], 200); } } diff --git a/app/Controllers/DashboardController.php b/app/Controllers/DashboardController.php index 73c2e31a..369f9444 100755 --- a/app/Controllers/DashboardController.php +++ b/app/Controllers/DashboardController.php @@ -225,20 +225,23 @@ class DashboardController extends AdminController $pendingActionsController = new PendingActionsController; $pendingActionsData = $pendingActionsController->getPendingActionsForDashBoard(); - $businessTeamData = $this->policyTransactionModel->getBusinessReportList(); - $financeTeamData = $this->policyTransactionModel->getFinanceReportList(); - $businessTeamStatusData = $this->data_construct_for_bds($businessTeamData); - $financeTeamStatusData = $this->data_construct_for_bds($financeTeamData); + //BDS dashboard data + // $businessTeamData = $this->policyTransactionModel->getBusinessReportList(); + // $financeTeamData = $this->policyTransactionModel->getFinanceReportList(); + // $businessTeamStatusData = $this->data_construct_for_bds($businessTeamData); + // $financeTeamStatusData = $this->data_construct_for_bds($financeTeamData); + $businessTeamData = []; + $financeTeamData = []; + $businessTeamStatusData = []; + $financeTeamStatusData = []; $data['client_branch_emp_list'] = $results; $session = \Config\Services::session(); $session->set('enrollment_data', json_encode($data)); - // echo "
";
$data['pendingActionsData'] = $pendingActionsData;
$data['businessTeamCount'] = count($businessTeamData) ?? 0;
- // dd($businessTeamData);
$data['financeTeamCount'] = count($financeTeamData) ?? 0;
$data['businessTeamStatusData'] = $businessTeamStatusData;
$data['financeTeamStatusData'] = $financeTeamStatusData;
diff --git a/app/Controllers/EmployeeController.php b/app/Controllers/EmployeeController.php
index a4666518..3bf6a341 100755
--- a/app/Controllers/EmployeeController.php
+++ b/app/Controllers/EmployeeController.php
@@ -35,7 +35,7 @@ use App\Controllers\JobWorker;
use App\Controllers\Jobs\SubJob;
use App\Controllers\EmployeeServiceController;
use App\Controllers\EmpDataServiceController;
-
+use App\Models\ThzMasterModel;
use CodeIgniter\API\ResponseTrait;
use PhpOffice\PhpSpreadsheet\Spreadsheet;
@@ -1471,6 +1471,7 @@ class EmployeeController extends AdminController
$template_data_path = WRITEPATH . 'e_card_template/';
// $tpa_short_name = strtolower(str_replace(' ', '_', $get_emp_code_and_client_policy_id['short_name'])) . '.html';
$tpa_short_name = 'common.html';
+ // $tpa_short_name = 'new_ecard.html';
$final_path = $template_data_path . $tpa_short_name;
$this->myLogger->logme('error', 'Checking if template file exists at: ' . $final_path);
@@ -1523,10 +1524,12 @@ class EmployeeController extends AdminController
'{QR_IOS}' => base_url() . 'public/e_card_imgs/ios.png',
'{QR_ANDROID_2}' => base_url() . 'public/e_card_imgs/play_store.png',
'{QR_IOS_2}' => base_url() . 'public/e_card_imgs/appstore.png',
+ '{NHANCE_N_LOGO}' => base_url() . 'public/assets/images/Nhance_Favi.png',
];
$placeholders['{LEVELS}'] = $this->generateAcmAndMForEcard($client_id);
-
+ $placeholders['{NETWORK_HOSPITAL}'] = $this->generateNetworkHospitalsForEcard($value['network_hospitals']);
+
foreach ($placeholders as $placeholder => $replaceValue) {
$htmlContent = str_replace($placeholder, $replaceValue, $htmlContent);
}
@@ -1534,13 +1537,23 @@ class EmployeeController extends AdminController
$html .= $htmlContent;
}
+ // return $html;
// DomPdf
$options = new Options();
$options->set('isRemoteEnabled', true);
$options->set('isHtml5ParserEnabled', true);
$dompdf = new Dompdf($options);
- $dompdf->loadHtml('' . $html); // remove the margin
+ // $dompdf->loadHtml('' . $html); // remove the margin
+ $dompdf->loadHtml('
+
+ ' . $html
+ );
+
$dompdf->setPaper('A4', 'portrait');
$dompdf->render();
@@ -2939,20 +2952,43 @@ class EmployeeController extends AdminController
// Generate the HTML content
$html = '';
-
+
+ $level_index = 1;
foreach ($levels as $level => $contacts) {
$displayLevel = $level == 3 ? 1 : 2; // Switch levels for display
- $html .= '
Level ' . $displayLevel . '
';
+ if($level_index == 1){
+ $html .= 'Level ' . $displayLevel . '
';
+ }else{
+ $html .= '
Level ' . $displayLevel . '
';
+ }
foreach ($contacts as $index => $contact) {
$html .= ($index + 1) . '. ' . $contact['first_name'] . ' / ' . $contact['mobile'] . ' / ' . $contact['email'] . '
';
}
+ $level_index++;
}
- $html .= '
';
+ $html .= '
';
return $html;
}
+ public function generateNetworkHospitalsForEcard($network_hospitals)
+ {
+ $html = "";
+ if (!empty($network_hospitals)) {
+ $html = '
+ Network Hospital:
+
+ ';
+ }
+
+ // For debugging
+ // print_r($html); die;
+
+ return $html;
+ }
+
+
public function getBatchFileData()
{
$file_id = $this->request->getGet('file_id');
@@ -3065,7 +3101,8 @@ class EmployeeController extends AdminController
} else {
$text = "create";
$data['created_by'] = get_session_userid();
- $this->thzMasterModel->insert($data);
+ $thzMasterModel = new ThzMasterModel();
+ $thzMasterModel->insert($data);
$insertID = $this->partnerEndorsementRequestModel->insertID();
$result = true;
}
diff --git a/app/Controllers/MasterController.php b/app/Controllers/MasterController.php
index cde00cf7..19cde67b 100755
--- a/app/Controllers/MasterController.php
+++ b/app/Controllers/MasterController.php
@@ -36,6 +36,8 @@ use App\Models\InsurerExcelExportTemplateModel;
use App\Models\NhanceBranchModel;
use App\Models\SettingsModel;
use App\Models\VehicleModel;
+use App\Models\VehicleTypeModel;
+use App\Models\RTOModel;
use CodeIgniter\CLI\CLI;
@@ -2022,15 +2024,19 @@ class MasterController extends AdminController
dd($result);
}
+ //----------------------------------------------------------------------------------------------------------
+
public function nhanceBranchMaster()
{
$nhanceBranchModel = new NhanceBranchModel();
+ $method = $this->request->getMethod();
+ $data['tab_name'] = 'Nhance Branch';
+ $data['page_name'] = 'Nhance Branchs';
- if ($this->request->is('post')) {
+ if ($method === 'post') {
$id = $this->request->getPost('pk') ?? null;
$data = $this->request->getPost();
- print_r($data); die;
if (empty($id)) {
$update_status = $nhanceBranchModel->insert($data);
@@ -2054,7 +2060,7 @@ class MasterController extends AdminController
], 200);
}
- } elseif ($this->request->is('get')) {
+ } elseif ($method === 'get') {
$id = $this->request->getGet('pk') ?? null;
@@ -2070,7 +2076,7 @@ class MasterController extends AdminController
$data = $nhanceBranchModel->where('is_active', 1)->findAll();
return $this->loadLayout('nhance_branch_list', ['data' => $data]);
- } elseif ($this->request->is('delete')) {
+ } elseif ($method === 'delete') {
$input = $this->request->getRawInput();
$id = $input['pk'] ?? null;
@@ -2106,7 +2112,167 @@ class MasterController extends AdminController
public function vehicleTypeMaster()
{
+ $vehicleTypeModel = new VehicleTypeModel();
+ $method = $this->request->getMethod();
+ $data['tab_name'] = 'Vehicle Type';
+ $data['page_name'] = 'Vehicle Types';
+ if ($method === 'post') {
+ $id = $this->request->getPost('pk') ?? null;
+ $data = $this->request->getPost();
+
+ if (empty($id)) {
+ $update_status = $vehicleTypeModel->insert($data);
+ } else {
+ $update_status = $vehicleTypeModel->where('id', $id)->set($data)->update();
+ }
+
+ if ($update_status) {
+ return $this->respond([
+ 'status' => true,
+ 'code' => 200,
+ 'message' => 'Vehicle Type Master updated successfully',
+ 'data' => $data
+ ], 200);
+ } else {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 400,
+ 'message' => 'Failed to update',
+ 'data' => $data
+ ], 200);
+ }
+
+ } elseif ($method === 'get') {
+
+ $id = $this->request->getGet('pk') ?? null;
+
+ if (!empty($id)) {
+ $data = $vehicleTypeModel->where('is_active', 1)->where('id', $id)->findAll();
+ if (!empty($data)) {
+ return $this->respond(['status' => true, 'code' => 200, 'data' => $data], 200);
+ } else {
+ return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found'], 200);
+ }
+ }
+
+ $data = $vehicleTypeModel->where('is_active', 1)->findAll();
+ return $this->loadLayout('vehicle_type_master_list', ['data' => $data]);
+
+ } elseif ($method === 'delete') {
+
+ $input = $this->request->getRawInput();
+ $id = $input['pk'] ?? null;
+
+ if (empty($id)) {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 404,
+ 'message' => 'No ID provided for deletion'
+ ], 200);
+ }
+
+ $update_status = $vehicleTypeModel->where('id', $id)->set(['is_active' => 0])->update();
+
+ if ($update_status) {
+ return $this->respond([
+ 'status' => true,
+ 'code' => 200,
+ 'message' => 'Data removed successfully',
+ 'pk' => $id
+ ], 200);
+ } else {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 400,
+ 'message' => 'Failed to remove data',
+ 'pk' => $id
+ ], 200);
+ }
+ }
+ }
+
+ public function rtoMaster()
+ {
+ $rtoModel = new RTOModel();
+ $method = $this->request->getMethod();
+ $data['tab_name'] = 'RTO';
+ $data['page_name'] = 'RTO';
+
+ if ($method === 'post') {
+
+ $id = $this->request->getPost('pk') ?? null;
+ $data = $this->request->getPost();
+
+ if (empty($id)) {
+ $update_status = $rtoModel->insert($data);
+ } else {
+ $update_status = $rtoModel->where('id', $id)->set($data)->update();
+ }
+
+ if ($update_status) {
+ return $this->respond([
+ 'status' => true,
+ 'code' => 200,
+ 'message' => 'RTO Master updated successfully',
+ 'data' => $data
+ ], 200);
+ } else {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 400,
+ 'message' => 'Failed to update',
+ 'data' => $data
+ ], 200);
+ }
+
+ } elseif ($method === 'get') {
+
+ $id = $this->request->getGet('pk') ?? null;
+
+ if (!empty($id)) {
+ $data = $rtoModel->where('is_active', 1)->where('id', $id)->findAll();
+ if (!empty($data)) {
+ return $this->respond(['status' => true, 'code' => 200, 'data' => $data], 200);
+ } else {
+ return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found'], 200);
+ }
+ }
+
+ $data = $rtoModel->where('is_active', 1)->findAll();
+ return $this->loadLayout('rto_master_list', ['data' => $data]);
+
+ } elseif ($method === 'delete') {
+
+ $input = $this->request->getRawInput();
+ $id = $input['pk'] ?? null;
+
+ if (empty($id)) {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 404,
+ 'message' => 'No ID provided for deletion'
+ ], 200);
+ }
+
+ $update_status = $rtoModel->where('id', $id)->set(['is_active' => 0])->update();
+
+ if ($update_status) {
+ return $this->respond([
+ 'status' => true,
+ 'code' => 200,
+ 'message' => 'Data removed successfully',
+ 'pk' => $id
+ ], 200);
+ } else {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 400,
+ 'message' => 'Failed to remove data',
+ 'pk' => $id
+ ], 200);
+ }
+ }
}
}
\ No newline at end of file
diff --git a/app/Controllers/PolicyTransactionController.php b/app/Controllers/PolicyTransactionController.php
index d2b45648..41499b5a 100644
--- a/app/Controllers/PolicyTransactionController.php
+++ b/app/Controllers/PolicyTransactionController.php
@@ -151,6 +151,8 @@ class PolicyTransactionController extends BaseController
// 'bicycle' => 'Bicycle'
// ];
$data['vehicle_type'] = db_connect()->table('vehicle_type')->where('is_active', 1)->get()->getResultArray();
+ $data['rto_details'] = db_connect()->table('rto_master')->where('is_active', 1)->get()->getResultArray();
+
$data['vehicle_des'] = [
'commercial' => 'Commercial',
'private' => 'Private',
@@ -261,6 +263,7 @@ class PolicyTransactionController extends BaseController
$data = $this->preparePolicyData();
$data['cd_ac_pk'] = $this->request->getPost('cd_ac_no');
$data['issuer'] = 2;
+ $data['status'] = 'completed';
$this->myLogger->logme('error', 'Policy Trancaction modified form data ( insert data ) : '. json_encode($data));
@@ -276,7 +279,6 @@ class PolicyTransactionController extends BaseController
$data = $this->request->getPost();
// print_r($data); die;
- // var_dump($data); die;
if (empty($data['policy_issue_date'])) {
$data['policy_issue_date'] = null;
@@ -304,7 +306,6 @@ class PolicyTransactionController extends BaseController
$data['last_action_date'] = change_date_format($data['last_action_date']);
}
-
// Separate Insurer and TPA Branch IDs and IDs
if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
@@ -373,6 +374,7 @@ class PolicyTransactionController extends BaseController
$pt_co_share_details = $this->insertOrUpdateCoShareDetails($data, $insert);
+ $client_policy_id = null;
if ($data['ct_type'] == 2) {
$client_policy_insert_data = $this->prepareClientPolicyInsertData($data);
$client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
@@ -381,7 +383,7 @@ class PolicyTransactionController extends BaseController
}
if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
- $this->processCompletedStatus($data, $client_policy_id, $data['insurer_id']);
+ $this->processCompletedStatus($data, $client_policy_id, $data['insurer_id'], $insert);
}
}
@@ -391,7 +393,6 @@ class PolicyTransactionController extends BaseController
$clientController = new ClientController();
$data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
$data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
-
$data['entity_type_id'] = $client_data['entity_type_id'];
return $this->respondSuccess($insert, "Policy transaction created successfully", $data);
@@ -432,20 +433,20 @@ class PolicyTransactionController extends BaseController
}
}
- if($old_pt_data['status'] != "completed"){
- if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
- if ($data['client_type'] == 1 && $data['is_cd_reduce_from_bds'] == 1) {
- $this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id']);
- }
- }
- }
+ // if($old_pt_data['status'] != "completed"){
+ // if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
+ // if ($data['client_type'] == 1 && $data['is_cd_reduce_from_bds'] == 1) {
+ // $this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id'], $id);
+ // }
+ // }
+ // }
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
}
if(isset($data['cd_amt_changed']) && !empty($data['cd_amt_changed'])){
$policy_data = $this->policyTransactionModel->where('is_active', 1)->where('id', $id)->first();
- $this->cdCorrection($policy_data, $data['cd_amt_changed']);
+ $this->cdCorrection($policy_data, $data['cd_amt_changed'], $id);
}
$client_data = $this->clientModel->where('id', $data['client_id'])->first();
@@ -467,10 +468,6 @@ class PolicyTransactionController extends BaseController
{
// Prepare data for insertion and updating
$coShareDetails = [];
-
- // print_r($data); die;
- // die;
-
if (isset($data['co_share_id']) && !empty($data['co_share_id'])) {
$this->removePtCoShareRecords($data['co_share_id'], $pt_id);
}
@@ -564,7 +561,6 @@ class PolicyTransactionController extends BaseController
}
// print_r($this->PTCOShareDetailsModel->getLastQuery()); die;
-
// print_r($coShareDetails);
// die;
@@ -610,7 +606,7 @@ class PolicyTransactionController extends BaseController
$this->policyTransactionStatusModel->insert($statusData);
}
- private function processCompletedStatus($data, $client_policy_id, $insurer_id)
+ private function processCompletedStatus($data, $client_policy_id, $insurer_id, $policyTranId)
{
$totalAmount = (int)$data['total'][0] ?? 0;
$description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited for the ' . $data['emp_count'] . ' employees at Inception (BDS).';
@@ -628,13 +624,19 @@ class PolicyTransactionController extends BaseController
'updated_by' => get_session_userid(),
'event_name' => 'inception',
'is_active' => 1,
- 'cd_ac_pk' => $data['cd_ac_pk']
+ 'cd_ac_pk' => $data['cd_ac_pk'],
+ 'pt_id' => $policyTranId ?? null,
];
- DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
+ $result = DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
+
+ if(isset($result) && $result['success'] == true){
+ $update_data['ct_tran_id'] = $result['insert_id'];
+ $this->policyTransactionModel->where('id', $policyTranId)->set($update_data)->update();
+ }
}
- private function cdCorrection($data, $amt)
+ private function cdCorrection($data, $amt, $policyTranId)
{
$totalAmount = (int)($amt ?? 0);
$description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited towards the difference arising from the change in the BDS base premium.';
@@ -652,7 +654,8 @@ class PolicyTransactionController extends BaseController
'updated_by' => get_session_userid(),
'event_name' => 'inception',
'is_active' => 1,
- 'cd_ac_pk' => $data['cd_ac_pk']
+ 'cd_ac_pk' => $data['cd_ac_pk'],
+ 'pt_id' => $policyTranId ?? null,
];
DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
@@ -1026,20 +1029,28 @@ class PolicyTransactionController extends BaseController
}
}
- public function removePolicyTransaction($id)
- {
+ public function removePolicyTransaction($id, $type = 0)
+ {
if ($id) {
-
$data['is_active'] = 0;
$policy_transaction_data = $this->policyTransactionModel->where('id', $id)->first();
- if($policy_transaction_data['policy_type_id'] > 7){
+ if($policy_transaction_data['policy_type_id'] > 7 && $type == 0){
+
$this->policyTransactionModel->where('id', $id)->set($data)->update();
$this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
$this->clientPolicyModel->where('id', $policy_transaction_data['client_policy_id'])->set($data)->update();
$this->policyTransactionModel->where('client_policy_id', $policy_transaction_data['client_policy_id'])->set($data)->update();
+
+ $cd_transaction_model = new ClientDepositModel();
+ $this->$cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
+
}else{
$this->policyTransactionModel->where('id', $id)->set($data)->update();
$this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
+
+ $cd_transaction_model = new ClientDepositModel();
+ $this->$cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
+
}
return $this->respond(['status' => true, 'code' => 200, 'message' => 'Policy Transaction removed successfully'], 200);
} else {
@@ -1167,6 +1178,7 @@ class PolicyTransactionController extends BaseController
{
$id = $this->request->getPost('id');
$data = $this->preparePolicyTransactionData();
+ $data['status'] = 'completed';
// print_r($data); die;
if (!$id) {
@@ -1334,9 +1346,9 @@ class PolicyTransactionController extends BaseController
if ($update) {
$this->insertTransactionStatus($id, $data, 1);
- if($old_endorse_data['status'] != "completed"){
- $this->handleCompletedStatus($data, $id);
- }
+ // if($old_endorse_data['status'] != "completed"){
+ // $this->handleCompletedStatus($data, $id);
+ // }
$this->insertOrUpdateCoShareDetails($data, $id);
@@ -1347,30 +1359,40 @@ class PolicyTransactionController extends BaseController
}
private function handleCompletedStatus($data, $policy_tran_id)
- {
+ {
if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
$tolamt = (int) $data['total'][0] ?? 0;
- $description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
- ($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction (BDS)';
- $cd_tranction_data = [
- 'amount' => $tolamt,
- 'sub_type_id' => $data['action_type'] == 'deletion' ? 3 : 4,
- 'client_id' => $data['client_id'],
- 'client_policy_id' => $data['client_policy_id'],
- 'endorsement_no' => null,
- 'cd_ac_no' => $data['cd_ac_no'] ?? null,
- 'insurer_id' => $data['insurer_id'],
- 'description' => $description,
- 'transaction_type' => $data['action_type'] == 'deletion' ? 'Credit' : 'Debit',
- 'updated_by' => get_session_userid(),
- 'event_name' => $data['action_type'],
- 'is_active' => 1,
- 'cd_ac_pk' => $data['cd_ac_pk'] ?? null,
- ];
+ if(!empty($tolamt)){
+ $description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
+ ($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction (BDS)';
+
+ $cd_tranction_data = [
+ 'amount' => abs($tolamt),
+ 'sub_type_id' => $data['action_type'] == 'deletion' ? 3 : 4,
+ 'client_id' => $data['client_id'],
+ 'client_policy_id' => $data['client_policy_id'],
+ 'endorsement_no' => null,
+ 'cd_ac_no' => $data['cd_ac_no'] ?? null,
+ 'insurer_id' => $data['insurer_id'],
+ 'description' => $description,
+ 'transaction_type' => $data['action_type'] == 'deletion' ? 'Credit' : 'Debit',
+ 'updated_by' => get_session_userid(),
+ 'event_name' => $data['action_type'],
+ 'is_active' => 1,
+ 'cd_ac_pk' => $data['cd_ac_pk'] ?? null,
+ 'pt_id' => $policy_tran_id ?? null,
+ ];
+
+ $result = DepositHelper::saveDeposit($cd_tranction_data, get_session_userid());
+
+ if(isset($result['success']) && $result['success']){
+ $update_data['ct_tran_id'] = $result['insert_id'];
+ $this->policyTransactionModel->where('id', $policy_tran_id)->set($update_data)->update();
+ }
+ }
- DepositHelper::saveDeposit($cd_tranction_data, get_session_userid());
}
}
@@ -1398,13 +1420,13 @@ class PolicyTransactionController extends BaseController
->orderBy('id', 'asc')
->first();
- $pt_id = null;
+ $pt_id = null;
+
if(!empty($data)){
$inception_data = $this->policyTransactionModel->where('policy_no', $data['policy_no'])->where('client_id', $data['client_id'])->first();
$pt_id = $inception_data['id'];
}
-
if (!empty($data['policy_start_date'])) {
$data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
}
@@ -1565,6 +1587,16 @@ class PolicyTransactionController extends BaseController
// print_r($data['endorse_eff_date']); die;
+ $pt_bp_amt = $this->PTCOShareDetailsModel
+ ->select('bp_amt, amount')
+ ->where('pt_id', $id)
+ ->where('co_share_type', 1)
+ ->where('is_active', 1)
+ ->first();
+
+ // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
+ $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
+
if ($data) {
return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200);
} else {
@@ -2111,7 +2143,7 @@ class PolicyTransactionController extends BaseController
//insurer statement list page
public function statementList()
{
- // dd($this->validateInsurerStatement(['file_id' => 49])); // for check validateInsurerStatementfunction with hard coded file id always un command
+ // dd($this->updateInsurerStatement(['file_id' => 133])); // for check validateInsurerStatementfunction with hard coded file id always un command
$data['insurers'] = $this->insurerModel->where('is_active',1)->findAll();
$today = date('Y-m-d');
$fromday = $from_date = date('Y-m-d', strtotime('-180 days', strtotime($today)));
@@ -2356,13 +2388,13 @@ class PolicyTransactionController extends BaseController
// $excel_row = ExcelSanitizeHelper::sanitizeArrayData($excel_row);
$is_source_found = 0;
// Kint::dump($excel_key,$excel_row[1],$excel_row[2]);
- $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]); //policy_start_date from excel
- $policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]); //policy_end_date from excel
+ // $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]); //policy_start_date from excel
+ // $policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]); //policy_end_date from excel
$policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]); //policy_end_date from excel
$policy_no = preg_replace( '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[1]); //policy_end_date from excel
- $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
+ // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
$endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]); //policy_end_date from excel
$endorsement_no = preg_replace( '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[2]); //policy_end_date from excel
@@ -2468,11 +2500,11 @@ class PolicyTransactionController extends BaseController
if (!$is_row_empty) {
$is_source_found = 0;
- $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]); //policy_start_date from excel
- $policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]); //policy_end_date from excel
+ // $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]); //policy_start_date from excel
+ // $policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]); //policy_end_date from excel
$policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]); //policy_end_date from excel
$policy_no = preg_replace('/[\x{200C}\x{200B}]/u', '', $excel_row[1]); //
- $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
+ // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
$endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]); //policy_end_date from excel
foreach ($source_data as $source_key => $source_row) {
@@ -2485,9 +2517,10 @@ class PolicyTransactionController extends BaseController
//calculate percentage first
$total_amt = 0;
- $actual_bp_per = trim($excel_row[9]);
- $actual_bp_brokerage = trim($excel_row[12]);
- $actual_bp_amt = trim($excel_row[6]);
+ // $actual_bp_per = trim($excel_row[9]); //commented becoz this filed removed tfrom excel file
+ $actual_bp_per = 0; //set default value 0 for maintaining existing code flow
+ $actual_bp_brokerage = trim($excel_row[5]);
+ $actual_bp_amt = trim($excel_row[3]);
if (($actual_bp_brokerage && $actual_bp_brokerage != 0 && $actual_bp_brokerage != "")) {
$total_amt += $actual_bp_brokerage;
@@ -2500,9 +2533,10 @@ class PolicyTransactionController extends BaseController
$total_amt += $actual_bp_brokerage;
}
- $actual_tp_per = trim($excel_row[10]);
- $actual_tp_brokerage = trim($excel_row[13]);
- $actual_tp_amt = trim($excel_row[7]);
+ // $actual_tp_per = trim($excel_row[10]);//commented becoz this filed removed tfrom excel file
+ $actual_tp_per = 0;//set default value 0 for maintaining existing code flow
+ $actual_tp_brokerage = trim($excel_row[6]);
+ $actual_tp_amt = trim($excel_row[4]);
if ($actual_tp_brokerage && $actual_tp_brokerage != 0 && $actual_tp_brokerage != "") {
$total_amt += $actual_tp_brokerage;
@@ -2515,9 +2549,13 @@ class PolicyTransactionController extends BaseController
$total_amt += $actual_tp_brokerage;
}
- $actual_tep_per = trim($excel_row[11]);
- $actual_tep_brokerage = trim($excel_row[14]);
- $actual_tep_amt = trim($excel_row[8]);
+ // $actual_tep_per = trim($excel_row[11]);
+ // $actual_tep_brokerage = trim($excel_row[14]);
+ // $actual_tep_amt = trim($excel_row[8]);
+
+ $actual_tep_per = 0;
+ $actual_tep_brokerage = 0;
+ $actual_tep_amt = 0;
if ($actual_tep_brokerage && $actual_tep_brokerage != 0 && $actual_tep_brokerage != "") {
$total_amt += $actual_tep_brokerage;
@@ -2533,7 +2571,7 @@ class PolicyTransactionController extends BaseController
//find variance
$variance_amt = $source_row['exp_amt'] - $total_amt;
- $data_to_update[] = ['co_share_id' => $source_row['id'], 'actual_bp_amt' => $actual_bp_amt, 'actual_tp_amt' => $actual_tp_amt, 'actual_tep_amt' => $actual_tep_amt, 'actual_bp_per' => $actual_bp_per, 'actual_tp_per' => $actual_tp_per, 'actual_tep_per' => $actual_tep_per, 'variance' => $variance_amt, 'actual_tep_brokerage_amt' => $actual_tep_brokerage, 'actual_tp_brokerage_amt' => $actual_tp_brokerage, 'actual_bp_brokerage_amt' => $actual_bp_brokerage, 'reward' => trim($excel_row[15]), 'statement_id' => $file_id];
+ $data_to_update[] = ['co_share_id' => $source_row['id'], 'actual_bp_amt' => $actual_bp_amt, 'actual_tp_amt' => $actual_tp_amt, 'actual_tep_amt' => $actual_tep_amt, 'actual_bp_per' => $actual_bp_per, 'actual_tp_per' => $actual_tp_per, 'actual_tep_per' => $actual_tep_per, 'variance' => $variance_amt, 'actual_tep_brokerage_amt' => $actual_tep_brokerage, 'actual_tp_brokerage_amt' => $actual_tp_brokerage, 'actual_bp_brokerage_amt' => $actual_bp_brokerage, 'reward' => trim($excel_row[7]), 'statement_id' => $file_id];
unset($source_data[$source_key]);
continue 2;
diff --git a/app/Helpers/DepositHelper.php b/app/Helpers/DepositHelper.php
index 9549f8a1..495797f3 100755
--- a/app/Helpers/DepositHelper.php
+++ b/app/Helpers/DepositHelper.php
@@ -66,7 +66,8 @@ 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
+ 'record_date' => $data['record_date'] ?? null,
+ 'policy_transaction_id' => $data['pt_id'] ?? null
];
// Insert data and get the insert ID
diff --git a/app/Models/ClientDepositModel.php b/app/Models/ClientDepositModel.php
index 9d45f38f..8a61b204 100755
--- a/app/Models/ClientDepositModel.php
+++ b/app/Models/ClientDepositModel.php
@@ -28,7 +28,8 @@ class ClientDepositModel extends Model
"event_name",
"unit",
"cd_ac_pk",
- "record_date"
+ "record_date",
+ "policy_transaction_id",
];
diff --git a/app/Models/EmployeePolicyModel.php b/app/Models/EmployeePolicyModel.php
index 041ac791..bea76e50 100755
--- a/app/Models/EmployeePolicyModel.php
+++ b/app/Models/EmployeePolicyModel.php
@@ -1471,7 +1471,7 @@ class EmployeePolicyModel extends Model
ep.tpa_id,
ep.uhid,
- ep.policy_end_date,
+ cp.policy_end_date,
ep.basic_cover_si,
clients.client_name,
@@ -1537,7 +1537,7 @@ class EmployeePolicyModel extends Model
ep.tpa_id,
ep.uhid,
- ep.policy_end_date,
+ cp.policy_end_date,
ep.basic_cover_si,
clients.client_name,
diff --git a/app/Models/PolicyTransactionModel.php b/app/Models/PolicyTransactionModel.php
index 6ea94e65..2e935ead 100644
--- a/app/Models/PolicyTransactionModel.php
+++ b/app/Models/PolicyTransactionModel.php
@@ -305,7 +305,7 @@ class PolicyTransactionModel extends Model
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
- $fromDate = date('Y-m-d', strtotime('-30 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -881,7 +881,7 @@ class PolicyTransactionModel extends Model
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
- $fromDate = date('Y-m-d', strtotime('-60 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (empty($where)) {
@@ -1060,7 +1060,7 @@ class PolicyTransactionModel extends Model
// Default to Last 30 Days if No Filters Are Applied
if (empty($client_id) && empty($insurer_id) && empty($policy_type_id) && empty($date_type) && empty($issuer) && empty($where)) {
- $fromDate = date('Y-m-d', strtotime('-60 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1108,7 +1108,7 @@ class PolicyTransactionModel extends Model
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
+ ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->where('policy_transaction.action_type !=', 'inception');
@@ -1163,7 +1163,7 @@ class PolicyTransactionModel extends Model
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
- $fromDate = date('Y-m-d', strtotime('-60 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1313,7 +1313,7 @@ class PolicyTransactionModel extends Model
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
- $fromDate = date('Y-m-d', strtotime('-30 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1416,7 +1416,7 @@ class PolicyTransactionModel extends Model
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
- $fromDate = date('Y-m-d', strtotime('-30 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1457,7 +1457,7 @@ class PolicyTransactionModel extends Model
public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
- $dateThreshold = date('Y-m-d H:i:s', strtotime("- 3 days"));
+ $dateThreshold = date('Y-m-d H:i:s', strtotime("-90 days"));
$builder = $this->db->table('policy_transaction')
->select("
@@ -1519,7 +1519,7 @@ class PolicyTransactionModel extends Model
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
- $fromDate = date('Y-m-d', strtotime('-30 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1624,7 +1624,7 @@ class PolicyTransactionModel extends Model
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
- $fromDate = date('Y-m-d', strtotime('-30 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1712,7 +1712,7 @@ class PolicyTransactionModel extends Model
//function for fetch renewal report data
public function getRenewalReportData($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null)
{
- $fromDate = date('Y-m-d', strtotime('-60 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (!empty($start_date) && !empty($end_date)) {
diff --git a/app/Models/RTOModel.php b/app/Models/RTOModel.php
new file mode 100644
index 00000000..6f5abcab
--- /dev/null
+++ b/app/Models/RTOModel.php
@@ -0,0 +1,57 @@
+
-