FEAT_PLACELEMNT_CRON

app/Config/Routes.php

@@ -360,6 +360,9 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
     $routes->get('removeInstallments', 'LeadsController::removeInstallments');
 });
 
+$routes->post("policy_tranction/sendInstallmentRemainderMail","PolicyTransactionController::sendInstallmentRemainderMail");
+$routes->cli("cli/sendInstallmentRemainderMail","PolicyTransactionController::sendInstallmentRemainderMail");
+
 $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
 
     $routes->group("inception", ["filter" => "authMVC"], function ($routes) {

app/Controllers/MasterController.php

@@ -1680,7 +1680,7 @@ class MasterController extends AdminController
             ["filePath" => ROOTPATH."public/sample_excel/sample_inception.xls","fileName" => "sample_inception.xls"],
             ["filePath" => ROOTPATH."public/assets/images/login_bg.jpg","fileName" => "login_bg.jpg"]
         ];
-        $email_id = 'srinivas.saravanan@venbainfotech.com';
+        $email_id = ['srinivas.saravanan@venbainfotech.com','srinivassaravanan2002@gmail.com'];
         $params = ['mail'=>$email_id];
         $common = ['mail_type'=>'test_mail_cli'];
         // $bcc = "vijayalakshmi@nhanceindia.in,vitvelz@gmail.com,velmurugan.s@venbainfotech.com,hariharan@nhanceindia.in,hariharan@jubiliant.in,srinivas.saravanan@venbainfotech.com";

app/Controllers/PolicyTransactionController.php

@@ -32,7 +32,10 @@ use App\Models\InvPaymentDetailsModel;
 use App\Models\BatchFileModel;
 use App\Models\FileModel;
 use App\Models\COShareStmtDetailsModel;
-use Kint;
+use App\Models\BdsPlacementModel;
+use Kint\Kint;
+use App\Helpers\MailHelper;
+use Exception;
 
 class PolicyTransactionController extends BaseController
 {
@@ -64,6 +67,7 @@ class PolicyTransactionController extends BaseController
     protected $batchFileModel;
     protected $filesModel;
     protected $coShareStmtDetailsModel;
+    protected $BdsPlacementModel;
 
     public function __construct()
     {
@@ -94,6 +98,7 @@ class PolicyTransactionController extends BaseController
         $this->batchFileModel                = new BatchFileModel();
         $this->filesModel                    = new FileModel();
         $this->coShareStmtDetailsModel       = new COShareStmtDetailsModel();
+        $this->BdsPlacementModel             = new BdsPlacementModel();
         $this->invoiceStatus = [
             'pending' => 'Pending',
             'generated' => 'Generated',
@@ -182,8 +187,7 @@ class PolicyTransactionController extends BaseController
                 $issuer,
                 $status
             );
-
+        } else {
-        }else{
 
             $ids = $this->request->getPost('ids');
             $ids = array_filter(explode(',', $ids));
@@ -2801,4 +2805,105 @@ class PolicyTransactionController extends BaseController
             ->update();
         return $this->respond(['dataStatus' => true, 'code' => 200], 200);
     }
+
+    public function sendInstallmentRemainderMail()
+    {
+
+        $this->myLogger->logme("error", "Cron Job For Send Installment Remainder Mail Started");
+
+        try {
+
+            try {
+
+                $bdsInstallmentData = $this->BdsPlacementModel->getClientInstallmentDetails();
+
+            }catch (Exception $e) {
+
+                $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
+    
+            }
+            $this->myLogger->logme("error", "Data for BDS Installment " . json_encode($bdsInstallmentData));
+            // dd($bdsInstallmentData);
+
+            if (empty($bdsInstallmentData)) {
+
+                $this->myLogger->logme("error", "No Client Installment is Due in the 15th Day");
+
+                return false;
+            }
+
+            foreach ($bdsInstallmentData as $installmentData) {
+
+                $mailData = $this->PrepareBDSMailData($installmentData);
+                $to_mail = $mailData['to_mail'];
+                $message = $mailData['message'];
+                $subject = $mailData['subject'];
+
+                $this->myLogger->logme("error", "Installment Pending for" . $subject);
+
+                $common = ['mail_type' => 'installment_amount_due_remainder_mail'];
+
+                $res = MailHelper::send_email(['mail' => $to_mail, 'subject' => $subject, 'message' => $message, 'common' => $common]);
+
+                $res = json_decode($res);
+                $this->myLogger->logme('error', 'res: ' . json_encode($res));
+
+                if ($res->status == 'success') {
+                    return true;
+                } else {
+                    return false;
+                }
+            }
+        } catch (Exception $e) {
+
+            $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
+        }
+    }
+
+    protected function PrepareBDSMailData($data)
+    {
+
+        try {
+
+            $installment_amount =   $data['installment_amount'];
+            $payment_date       =   date('d-m-Y', strtotime($data['payment_date']));
+            $client             =   $data['client_name'];
+            $branch             =   $data['branch_name'];
+            $sales_person_mail  =   $data['sales_person'];
+            $heads              =   $data['heads'];
+            $admins             =   $data['admins'];
+            $buisness_team      =   $data['buisness_team'];
+            $policy_no          =   $data['policy_no'];
+            $client_short_name  =   isset($data['short_name']) && $data['short_name'] != null ? $data['short_name'] : $data['client_name'];
+
+            $subject = "Installment Amount Due For Client - {$client_short_name} - Policy NO({$policy_no}) is Due On - {$payment_date}";
+
+            $message = "Policy Installment for Client - {$client}, Branch - {$branch} is Due on {$payment_date} 
+            with amount of {$installment_amount}.<br>
+            Policy No : {$policy_no}";
+
+
+            $to_mail = array_merge(
+                array_column($heads, 'email'),
+                array_column($admins, 'email'),
+                array_column($buisness_team, 'email'),
+                [$sales_person_mail]
+            );
+
+            $to_mail = array_unique($to_mail);
+
+            $this->myLogger->logme("error", "Selected To Address : " . json_encode($to_mail));
+
+            // dd($to_mail);
+            return [
+                'to_mail' => $to_mail,
+                'message' => $message,
+                'subject' => $subject
+            ];
+
+        } catch (Exception $e) {
+
+            $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
+        }
+    }
 }

app/Models/BdsPlacementModel.php

@@ -0,0 +1,93 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class BdsPlacementModel extends Model
+{
+    protected $table            = 'bds_installment_payment_details';
+    protected $primaryKey       = 'id';
+    protected $allowedFields    = [
+        'id',
+        'pt_id',
+        'lead_id',
+        'installment_amount',
+        'payment_date',
+        'utr_no',
+        'created_at',
+        'created_by',
+        'updated_at',
+        'updated_by',
+        'is_active'
+    ];
+
+
+    public function getClientInstallmentDetails()
+    {
+
+        $builder = $this->db->table("bds_installment_payment_details bipd")
+            ->select("bipd.*, ct.client_name,ct.short_name, cb.branch_name, leads.salse_person_id,cp.policy_no")
+            ->join("policy_transaction pt", "pt.id = bipd.pt_id")
+            ->join("clients ct", "ct.id = pt.client_id")
+            ->join("client_branch cb", "cb.id = pt.client_branch_id")
+            ->join("leads", "leads.id = bipd.lead_id")
+            ->join("client_policy cp","cp.id = pt.client_policy_id")
+            ->where("bipd.is_active", 1)
+            ->where("bipd.payment_date", date('Y-m-d', strtotime('+15 days')));
+
+        $data = $builder->get()->getResultArray();
+
+        // Loop through to extract sales person details
+        foreach ($data as &$row) {
+            $sales_person_ids = json_decode($row['salse_person_id'], true);
+            $sales_person_id = $sales_person_ids[0] ?? null;
+
+            if ($sales_person_id) {
+                $user = $this->db->table('user_profiles')
+                    ->select('email') // or whatever field
+                    ->where('id', $sales_person_id)
+                    ->get()
+                    ->getRowArray();
+
+                $row['sales_person'] = $user['email'] ?? 'N/A';
+            } else {
+                $row['sales_person'] = 'Not Assigned';
+            }
+
+            $head = $this->db->table('user_profiles')
+            ->select('email') // or whatever field
+            ->where('role', 5)
+            ->where('is_active',1)
+            ->get()
+            ->getResultArray();
+            
+
+            $row['heads'] = $head;
+
+            $admin = $this->db->table('user_profiles')
+                    ->select('email')
+                    ->where("is_active",1)
+                    ->where("role",1)
+                    ->get()
+                    ->getResultArray();
+
+            $row['admins'] = $admin;
+
+            $buisenessTeam = $this->db->table("user_teams ut")
+                        ->select("up.email")
+                        ->join('user_profiles up','up.id = ut.user_id and up.is_active = 1')
+                        ->where("ut.team_id",7)
+                        ->where("ut.is_active",1)
+                        ->get()
+                        ->getResultArray();
+
+            $row['buisness_team'] = $buisenessTeam;
+
+
+        }
+
+
+        return $data;
+    }
+}

app/Models/TicketMasterModel.php

@@ -541,7 +541,7 @@ class TicketMasterModel extends Model
                          AND th.is_active = 1),
                         tm.created_at
                     )) BETWEEN 13 AND 20 THEN "13-20 Days"
-                    ELSE "Above 20 Days"g
+                    ELSE "Above 20 Days"
                 END AS tat_category',
                 'COUNT(*) AS count'
             ])

app/Views/leads_form.php

@@ -777,6 +777,7 @@
                 console.log(response.message, 'SUCCESS');
                 $('#appendArea_' + dataIncrement).append(response.data);
 
+                console.log("Policy Type ID : ",policy_type_id);
                 if (policy_type_id == 1 || policy_type_id == 6 || policy_type_id == 7) {
 
                     let newId = 'appendAreaForClaim_' + dataIncrement;

app/Views/leads_form_handler.php

@@ -719,6 +719,11 @@ if (isset($selected_lead_type)) {
                             $('#policy_type_id').val(data.policy_type_id || '').select2();
                             $('.loader').fadeOut();
                             $('.loader-mask').delay(350).fadeOut('slow');
+                            $(".loss_date").each(function () {
+                                flatpickr(this, {
+                                    dateFormat: "d-m-Y", 
+                                });
+                            });
                         }, 1000);
                     }, 1000);
                 }, 2000);

app/Views/leads_non_eb.php

@@ -1,41 +1,41 @@
 <!-- Leads Non EB -->
 
 <style>
-.readonly-color {
+    .readonly-color {
         background-color: #e0e0e0;
         /* Darker background */
         color: #666;
         /* Darker text color */
-}
+    }
 
-.readonly-select {
+    .readonly-select {
         pointer-events: none;
         background-color: #f0f0f0;
         color: #666;
-}
+    }
 
-hr.solid {
+    hr.solid {
         border-top: 3px solid #bbb;
-}
+    }
 
-.select2-hidden-accessible+.select2-container .select2-dropdown {
+    .select2-hidden-accessible+.select2-container .select2-dropdown {
         display: none !important;
-}
+    }
 
-.select2-container .select2-selection--multiple .select2-selection__choice {
+    .select2-container .select2-selection--multiple .select2-selection__choice {
         color: #000000;
-}
+    }
 
-.select2-selection__choice {
+    .select2-selection__choice {
         background-color: #0a8794 !important;
         color: white !important;
         font-weight: bold;
-}
+    }
 
-.select2-selection__choice__remove {
+    .select2-selection__choice__remove {
         color: white !important;
         margin-right: 5px;
-}
+    }
 </style>
 
 
@@ -233,8 +233,8 @@ hr.solid {
                                 <?php
                                 if (isset($policy_type) && count($policy_type)) {
                                     foreach ($policy_type as $value) {
-                                        if(in_array($value['allocg'], ["Non-EB", "Marine"])){
+                                        if (in_array($value['allocg'], ["Non-EB", "Marine"])) {
-                                            echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] ."</option>";
+                                            echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
                                         }
                                     }
                                 }
@@ -260,13 +260,19 @@ hr.solid {
                             <label for="tpa">TPA <span class="text-danger"></span></label>
                             <select class="form-control" id="tpa" name="tpa">
                                 <option value="">Select TPA</option>
-                                <?php //if (isset($tpa)) { ?>
+                                <?php //if (isset($tpa)) { 
-                                <?php //foreach ($tpa as $value) { ?>
+                                ?>
-                                <option value="<?php // echo $value['id'] . '-' . $value['tpa_id'] ?>">
+                                <?php //foreach ($tpa as $value) { 
-                                    <?php // echo $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
+                                ?>
+                                <option value="<?php // echo $value['id'] . '-' . $value['tpa_id'] 
+                                                ?>">
+                                    <?php // echo $value['tpa_short_name'] . '-' . $value['branch_code'] 
+                                    ?>
                                 </option>
-                                <?php //} ?>
+                                <?php //} 
-                                <?php //} ?>
+                                ?>
+                                <?php //} 
+                                ?>
                             </select>
                         </div> -->
 
@@ -355,8 +361,7 @@ hr.solid {
 </div>
 
 <script>
-
+    $(document).ready(function() {
-$(document).ready(function(){
 
         var today = new Date();
 
@@ -376,9 +381,9 @@ $(document).ready(function(){
         });
 
         addFileField(1);
-})
+    })
 
-function getPolicyTypeFields(input) {
+    function getPolicyTypeFields(input) {
 
         console.log('getPolicyTypeFields', input);
         let policy_type_id = $(input).val();
@@ -408,14 +413,15 @@ function getPolicyTypeFields(input) {
                 $('#appendArea').append(response.data);
                 let lead_type = $('#lead_type').val();
 
-            if(lead_type != 1){
+                // if (lead_type != 1) {
 
-                let html = `<hr><div class="form-row"> <div class="form-group col-md-3"><h4> Claim Details </h4></div></div>`
+                //     alert('hello')
-                let referenceDiv = document.getElementById('appendAreaForClaim');
+                //     let html = `<hr><div class="form-row"> <div class="form-group col-md-3"><h4> Claim Details </h4></div></div>`
-                referenceDiv.insertAdjacentHTML('beforeend', html);
+                //     let referenceDiv = document.getElementById('appendAreaForClaim');
+                //     referenceDiv.insertAdjacentHTML('beforeend', html);
 
-                appendThreeYearsClaims();
+                //     appendThreeYearsClaims();
-            }
+                // }
 
                 var retro_active_datePicker = flatpickr("#retro_active_date", {
                     dateFormat: "d/m/Y",
@@ -431,6 +437,15 @@ function getPolicyTypeFields(input) {
                 console.log(response.message, 'WARNING');
             }
 
+            if (lead_type != 1) {
+
+                let html = `<hr><div class="form-row"> <div class="form-group col-md-3"><h4> Claim Details </h4></div></div>`
+                let referenceDiv = document.getElementById('appendAreaForClaim');
+                referenceDiv.insertAdjacentHTML('beforeend', html);
+
+                appendThreeYearsClaims();
+            }
+
             // Hide loader
             $('.loader').fadeOut();
             $('.loader-mask').delay(350).fadeOut('slow');
@@ -444,9 +459,9 @@ function getPolicyTypeFields(input) {
             $('.loader').fadeOut();
             $('.loader-mask').delay(350).fadeOut('slow');
         });
-}
+    }
 
-$("#leads_non_eb_form_id").submit(function(event) {
+    $("#leads_non_eb_form_id").submit(function(event) {
 
         event.preventDefault();
 
@@ -478,7 +493,7 @@ $("#leads_non_eb_form_id").submit(function(event) {
 
         let customFieldData = {};
 
-    $('.custom_fields').find('input, select, textarea').each(function () {
+        $('.custom_fields').find('input, select, textarea').each(function() {
             let key = $(this).attr('name');
             let value;
 
@@ -540,14 +555,14 @@ $("#leads_non_eb_form_id").submit(function(event) {
                 $('.loader-mask').delay(350).fadeOut('slow');
             }
         });
-});
+    });
 
-$('#lead_type').change(function() {
+    $('#lead_type').change(function() {
         let value = $(this).val()
         leadTypeBsedHideAndShow(value, true)
-})
+    })
 
-function leadTypeBsedHideAndShow(value, resetValues = false) {
+    function leadTypeBsedHideAndShow(value, resetValues = false) {
 
         if (value == 1) {
 
@@ -568,7 +583,7 @@ function leadTypeBsedHideAndShow(value, resetValues = false) {
             $('#policy_end_date').attr('required', 'required');
             $('#policy_start_date').attr('required', 'required');
 
-        if(resetValues){
+            if (resetValues) {
 
                 $('#gst').val('');
                 $('#pan').val('');
@@ -606,7 +621,7 @@ function leadTypeBsedHideAndShow(value, resetValues = false) {
             $('#policy_start_date').removeAttr('required');
             $('#claims').removeAttr('required');
 
-        if(resetValues){
+            if (resetValues) {
 
                 $('#gst').val('');
                 $('#pan').val('');
@@ -620,9 +635,9 @@ function leadTypeBsedHideAndShow(value, resetValues = false) {
 
         }
 
-}
+    }
 
-function getBranchData(input) {
+    function getBranchData(input) {
 
         var client_branch_id = $(input).val();
 
@@ -685,10 +700,10 @@ function getBranchData(input) {
                 }
             });
         }
-}
+    }
 
-// Client Policy Data
+    // Client Policy Data
-function getPolicyData(input) {
+    function getPolicyData(input) {
 
         var client_policy_id = $(input).val();
         console.log('client_policy_id', client_policy_id);
@@ -776,11 +791,11 @@ function getPolicyData(input) {
             $(`#insurer`).val('').trigger('change');
             $(`#tpa`).val('').trigger('change');
         }
-}
+    }
 
-var increment = 1;
+    var increment = 1;
 
-function appendThreeYearsClaims() {
+    function appendThreeYearsClaims() {
 
         let claimsFields = `
 
@@ -795,6 +810,18 @@ function appendThreeYearsClaims() {
                         } ?>
                     </select>
                 </div>
+                <div class="form-group col-md-2">
+                    <label for="first_policy_type_${increment}">Policy Type<span class="text-danger">*</span></label>
+                    <input type="text" class="form-control" id="first_policy_type_${increment}" name="first_policy_type_[]">
+                </div>
+                <div class="form-group col-md-2">
+                    <label for="first_date_of_loss_${increment}">Date of Loss<span class="text-danger">*</span></label>
+                    <input type="text" class="form-control loss_date" id="first_date_of_loss_${increment}" name="first_date_of_loss_[]">
+                </div>
+                <div class="form-group col-md-2">
+                    <label for="first_cause_of_death_${increment}">Cause Of Loss <span class="text-danger">*</span></label>
+                    <input type="text" class="form-control" id="first_cause_of_loss_${increment}" name="first_cause_of_loss[]">
+                </div>
                 <div class="form-group col-md-2">
                     <label for="first_claim_amount_${increment}">Claim Amount<span class="text-danger">*</span></label>
                     <input type="text" class="form-control" id="first_claim_amount_${increment}" name="first_claim_amount[]">
@@ -803,10 +830,6 @@ function appendThreeYearsClaims() {
                     <label for="first_claim_amount_${increment}">Settled Amount<span class="text-danger">*</span></label>
                     <input type="text" class="form-control" id="first_settled_amount_${increment}" name="first_settled_amount[]">
                 </div>
-                <div class="form-group col-md-2">
-                    <label for="first_cause_of_death_${increment}">Cause Of Loss <span class="text-danger">*</span></label>
-                    <input type="text" class="form-control" id="first_cause_of_loss_${increment}" name="first_cause_of_loss[]">
-                </div>
                 <div class="form-group col-md-2">
                     <label for="first_claim_status_${increment}">Claim Status<span class="text-danger">*</span></label>
                     <input type="text" class="form-control" id="first_claim_status_${increment}" name="first_claim_status[]">
@@ -828,9 +851,17 @@ function appendThreeYearsClaims() {
         // Increment claim index
         increment = increment + 1;
 
-}
+        $(".loss_date").each(function () {
+            flatpickr(this, {
+                dateFormat: "d-m-Y", 
+            });
+        });
 
-function removeClaim(btn) {
+        
+
+    }
+
+    function removeClaim(btn) {
         const container = document.getElementById('appendAreaForClaim');
         const rows = container.querySelectorAll('.claim-row');
 
@@ -838,15 +869,17 @@ function removeClaim(btn) {
             const row = btn.closest('.claim-row');
             row.remove();
         }
-}
+    }
 
-function gatherClaimExperienceData() {
+    function gatherClaimExperienceData() {
 
         let claimData = [];
 
         $(".claim-row").each(function() {
 
             let year = $(this).find("[name='first_year[]']").val();
+            let policyType = $(this).find("[name='first_policy_type_[]']").val();
+            let dateOfLoss = $(this).find("[name='first_date_of_loss_[]']").val();
             let claimAmount = $(this).find("[name='first_claim_amount[]']").val();
             let settledAmount = $(this).find("[name='first_settled_amount[]']").val();
             let causeOfLoss = $(this).find("[name='first_cause_of_loss[]']").val();
@@ -854,6 +887,8 @@ function gatherClaimExperienceData() {
 
             claimData.push({
                 "year": year,
+                "policy_type" : policyType,
+                'date_of_loss' : dateOfLoss,
                 "claim_amount": claimAmount,
                 "settled_amount": settledAmount,
                 "cause_of_loss": causeOfLoss,
@@ -871,6 +906,6 @@ function gatherClaimExperienceData() {
         console.log(jsonString);
 
         return jsonString;
-}
+    }
 
 </script>

app/Views/rfq/claims_details_non_eb.php

@@ -13,6 +13,21 @@
                             } ?>
                 </select>
             </div>
+            <div class="form-group col-md-2">
+                <label for="first_policy_type_${increment}">Policy Type<span class="text-danger">*</span></label>
+                <input type="text" class="form-control" id="first_policy_type_${increment}" name="first_policy_type_[]"
+                value="<?= htmlspecialchars($value['policy_type']) ?>">
+            </div>
+            <div class="form-group col-md-2">
+                <label for="first_date_of_loss_${increment}">Date of Loss<span class="text-danger">*</span></label>
+                <input type="text" class="form-control loss_date" id="first_date_of_loss_${increment}" name="first_date_of_loss_[]"
+                value="<?= htmlspecialchars($value['date_of_loss']) ?>">
+            </div>
+            <div class="form-group col-md-2">
+                <label for="first_cause_of_death_${increment}">Cause Of Loss <span class="text-danger">*</span></label>
+                <input type="text" class="form-control" id="first_cause_of_loss_${increment}" name="first_cause_of_loss[]"
+                value="<?= htmlspecialchars($value['cause_of_loss']) ?>">
+            </div>
             <div class="form-group col-md-2">
                 <label for="first_claim_amount_${increment}">Claim Amount<span class="text-danger">*</span></label>
                 <input type="text" class="form-control" id="first_claim_amount_${increment}" name="first_claim_amount[]"
@@ -23,11 +38,6 @@
                 <input type="text" class="form-control" id="first_settled_amount_${increment}" name="first_settled_amount[]"
                     value="<?= htmlspecialchars($value['settled_amount']) ?>">
             </div>
-            <div class="form-group col-md-2">
-                <label for="first_cause_of_death_${increment}">Cause Of Loss <span class="text-danger">*</span></label>
-                <input type="text" class="form-control" id="first_cause_of_loss_${increment}" name="first_cause_of_loss[]"
-                    value="<?= htmlspecialchars($value['cause_of_loss']) ?>">
-            </div>
             <div class="form-group col-md-2">
                 <label for="first_claim_status_${increment}">Claim Status<span class="text-danger">*</span></label>
                 <input type="text" class="form-control" id="first_claim_status_${increment}" name="first_claim_status[]"