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FIX_CLAIMS_TAT,FEAT_DASHBOARD_USERROLE_BASED

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This commit is contained in:
Srinivas-Saravanan 2025-04-22 12:07:56 +05:30
parent c40e5bbc64
commit 25e7296e85
17 changed files with 1796 additions and 1400 deletions
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2
app/Config/Routes.php
View File

@ -376,7 +376,7 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
});
$routes->group("report", ["filter" => "authMVC"], function ($routes) {
$routes->get("list", "PolicyTransactionController::reportBDS");
$routes->match(['get', 'post'],"list", "PolicyTransactionController::reportBDS");
$routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
$routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");
$routes->get("report-finance-list", "PolicyTransactionController::reportFinanceList");

34
app/Controllers/DashboardController.php
View File

@ -244,10 +244,20 @@ class DashboardController extends AdminController
$data['policyStatus'] = $this->policyStatus;
$data['colorShades'] = $this->colorShades;
}
if ((get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])){
$data['claim_data'] = $this->getClaimData();
$data['colorShades'] = $this->colorShades;
$data['claim_data'] = $this->getClaimData();
$data['lead_data'] = $this->getLeadData();
}
if ((get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])){
$data['lead_data'] = $this->leadModel->getDashData();
$data['bds_renewal'] = $this->policyTransactionModel->getBDSRenewalData();
$data['colorShades'] = $this->colorShades;
}
// dd(get_role_id(),user_team());
$data['page_name'] = 'Dashboard';
echo view('layout/header', $data);
@ -255,9 +265,6 @@ class DashboardController extends AdminController
echo view('layout/footer');
}
public function getLeadData(){
}
public function getClaimData()
{
@ -281,7 +288,6 @@ class DashboardController extends AdminController
$claim_status[$typeId] = [];
}
// Use associative array keys to mimic a set
$claim_status[$typeId][$status] = true;
}
@ -291,15 +297,8 @@ class DashboardController extends AdminController
}
$data = $this->ticketModel->getDashData($claim_status, $this->claimDashLimit);
// dd($data);
// foreach ($data as $dat){
// foreach ($dat as $key => $value){
// echo($key . " => ". $value);
// }
// }
// die();
return $data;
return $data;
}
@ -765,8 +764,9 @@ class DashboardController extends AdminController
return $groupedData;
}
public function prepareClaimSearchData(){
public function prepareClaimSearchData()
{
$received_data = $this->request->getPost();
$ticketTypeId = $received_data['ticketTypeId'];
$status = $received_data['status'];
@ -780,6 +780,6 @@ class DashboardController extends AdminController
->where("tcs.claim_status", $status)
->first();
$data['ticket_type_id'] = $ticketTypeId;
return $this->respond(['status' => "success","data" => $data],200);
return $this->respond(['status' => "success", "data" => $data], 200);
}
}

78
app/Controllers/LeadsController.php
View File

@ -146,19 +146,36 @@ class LeadsController extends BaseController
$this->loadLayout('lead_filter', $data);
} else {
$search_data = $this->request->getPost();
// print_r($search_data);
$isFromDashboard = $this->request->getPost("is_dashboard");
$where = [];
foreach ($search_data as $search_objects => $key) {
if ($key != null && $key != '' && $key != 0) {
$where[$search_objects] = $key;
if (isset($isFromDashboard) && !empty($isFromDashboard) && $isFromDashboard == 1) {
$ids = $this->request->getPost('ids');
$ids = array_filter(explode(',', $ids));
if (!empty($ids)) {
$idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs to be integers
$where = "leads.id IN ($idsStr)";
} else {
$where = '1 = 0'; // No valid IDs, return empty result
}
}
// dd($where );
$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising($where);
$this->loadLayout('lead_filter', $data);
} else {
$search_data = $this->request->getPost();
$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising($where);
$html = view('leads_list', $data);
return $this->respond(['status' => true, 'html' => $html], 200);
$where = [];
foreach ($search_data as $search_objects => $key) {
if ($key != null && $key != '' && $key != 0 && $search_objects != 'is_dashboard') {
$where[$search_objects] = $key;
}
}
$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising($where);
$html = view('leads_list', $data);
return $this->respond(['status' => true, 'html' => $html], 200);
}
}
}
@ -602,7 +619,7 @@ class LeadsController extends BaseController
return $this->respond(['status' => false, 'message' => 'File could not be removed.'], 200);
}
}
//--------RFQ-----------------------------------------------------------------------------------------------
//--------RFQ-----------------------------------------------------------------------------------------------
public function viewRFQ($id, $type = 1)
@ -678,11 +695,10 @@ class LeadsController extends BaseController
";
if ($data['lead_data']['policy_end_date'] != null){
if ($data['lead_data']['policy_end_date'] != null) {
$subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}} {{POLICY_END_DATE}}";
}else{
} else {
$subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}";
}
$data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']);
@ -690,7 +706,7 @@ class LeadsController extends BaseController
$data['multi_file_data'] = $this->leadFilesModel->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
$data['attachment_html'] = view('rfq/attachment_files', $data) ?? "";
$data['user_team'] = $this->userModel->select("ut.team_id")->join("user_teams ut","ut.user_id = user_profiles.id and ut.is_active = 1")->where("user_profiles.is_active",1)->first()['team_id'];
$data['user_team'] = $this->userModel->select("ut.team_id")->join("user_teams ut", "ut.user_id = user_profiles.id and ut.is_active = 1")->where("user_profiles.is_active", 1)->first()['team_id'];
// dd($data);
if ($data['lead_data']['lead_form_type'] == 1) {
@ -866,7 +882,7 @@ class LeadsController extends BaseController
if ($subKey !== 'Quote Asked' && isset($subVal['Total'])) {
$proposals[$key] = $value;
break;
}else{
} else {
$proposals[$key] = $value;
}
}
@ -1546,7 +1562,7 @@ class LeadsController extends BaseController
],
]);
// Set filename
$string = ($type == 2) ? 'QCR' : 'RFQ';
@ -1554,15 +1570,14 @@ class LeadsController extends BaseController
$next_year = $current_year + 1;
$policy_year = "$current_year-$next_year";
if (!empty($rfq_data['policy_end_date'])){
if (!empty($rfq_data['policy_end_date'])) {
$policy_expiry = strtotime($lead_data['policy_end_date']);
$formatted_policy = date("d-m-Y",$policy_expiry);
$formatted_policy = date("d-m-Y", $policy_expiry);
$filename = "{$rfq_data['client_name']}_{$rfq_data['policy_type']}_{$string}_" .$policy_year.'(Due On '.$formatted_policy . ')' .'.xlsx';
}else{
$filename = "{$rfq_data['client_name']}_{$rfq_data['policy_type']}_{$string}_".$policy_year.'_' . '.xlsx';
$filename = "{$rfq_data['client_name']}_{$rfq_data['policy_type']}_{$string}_" . $policy_year . '(Due On ' . $formatted_policy . ')' . '.xlsx';
} else {
$filename = "{$rfq_data['client_name']}_{$rfq_data['policy_type']}_{$string}_" . $policy_year . '_' . '.xlsx';
}
@ -2190,12 +2205,11 @@ class LeadsController extends BaseController
} else if ($recipient_type == 'client') {
$mailIDS = explode(',',$params['contact_mail']);
$mailIDS = explode(',', $params['contact_mail']);
$recipient_data = [];
foreach ($mailIDS as $mail){
foreach ($mailIDS as $mail) {
$recipient_data[] = ['name' => $lead_data['contact_person_name'], 'email' => $mail];
}
} else {
$recipient_data = [['name' => "Team", 'email' => $params['to']]];
}
@ -2902,10 +2916,10 @@ class LeadsController extends BaseController
$policy_expiry = strtotime($lead_data['policy_end_date']);
$formatted_policy = date("d-m-Y",$policy_expiry);
$formatted_policy = date("d-m-Y", $policy_expiry);
$logged_user_id = get_session_userid();
$logged_user_data = $this->userModel->where("id",$logged_user_id)->where("is_active",1)->first();
$logged_user_data = $this->userModel->where("id", $logged_user_id)->where("is_active", 1)->first();
if ($lead_data) {
@ -2916,11 +2930,11 @@ class LeadsController extends BaseController
$message = str_replace("{{POLICY_TYPE}}", $lead_data['policy_type'] ?? "Insurance Policy", $message);
$message = str_replace("{{RFQ_OR_QCR}}", $page_name, $message);
$message = str_replace("{{POLICY_YEAR}}", $policy_year, $message);
$message = str_replace("{{POLICY_END_DATE}}"," (Due On ".$formatted_policy.")",$message);
$message = str_replace("{{POLICY_END_DATE}}", " (Due On " . $formatted_policy . ")", $message);
$message = str_replace("{{LOGGED_USER_NAME}}",ucfirst($logged_user_data['first_name'])." ".ucfirst($logged_user_data['last_name']),$message);
$message = str_replace("{{LOGGED_USER_EMAIL}}",$logged_user_data['email'],$message);
$message = str_replace("{{LOGGED_USER_MOBILE}}",$logged_user_data['mobile'],$message);
$message = str_replace("{{LOGGED_USER_NAME}}", ucfirst($logged_user_data['first_name']) . " " . ucfirst($logged_user_data['last_name']), $message);
$message = str_replace("{{LOGGED_USER_EMAIL}}", $logged_user_data['email'], $message);
$message = str_replace("{{LOGGED_USER_MOBILE}}", $logged_user_data['mobile'], $message);
return $message;
} else {

1264
app/Controllers/PolicyTransactionController.php
View File

File diff suppressed because it is too large Load Diff

83
app/Controllers/TicketController.php
View File

@ -181,15 +181,16 @@ class TicketController extends BaseController
return $this->loadLayout('ticket_search', $data);
} else {
$data['ticket_data'] = $this->ticketSearch();
$isFromDashboard = $this->request->getPost("is_dashboard");
if (isset($isFromDashboard) && !empty($isFromDashboard) && $isFromDashboard == 1) {
$data['page_name'] = "Claims";
$data['ticket_data'] = $this->ticketSearch(3);
$data['claim_status'] = $this->claimStatus->select('id,ticket_type,claim_status')->where('is_active', 1)->findAll();
$data['client_list'] = $this->clientModel->select('id,client_name')->where('is_active', 1)->findAll();
return $this->loadLayout('ticket_search', $data);
}else{
$data['ticket_data'] = $this->ticketSearch();
$html = view('ticket_list', $data);
return $this->respond(['status' => true, 'html' => $html], 200);
}
@ -201,39 +202,38 @@ class TicketController extends BaseController
{
$db = db_connect();
$subquery = $db->table('ticket_history th')
->select([
'th.ticket_id',
"CASE
WHEN DATEDIFF(
th.created_at,
COALESCE(
(SELECT MIN(created_at) FROM ticket_history th2 WHERE th2.ticket_id = th.ticket_id),
tm.created_at
)
) BETWEEN 0 AND 6 THEN '0-6 Days'
WHEN DATEDIFF(
th.created_at,
COALESCE(
(SELECT MIN(created_at) FROM ticket_history th2 WHERE th2.ticket_id = th.ticket_id),
tm.created_at
)
) BETWEEN 7 AND 12 THEN '7-12 Days'
WHEN DATEDIFF(
th.created_at,
COALESCE(
(SELECT MIN(created_at) FROM ticket_history th2 WHERE th2.ticket_id = th.ticket_id),
tm.created_at
)
) BETWEEN 13 AND 20 THEN '13-20 Days'
ELSE 'Above 20 Days'
END AS tat"
])
->join('ticket_master tm', 'tm.id = th.ticket_id', 'right')
->where('tm.is_active', 1)
->groupBy('th.ticket_id, tm.created_at');
$subquery = $db->table('ticket_master tm')
->select([
'tm.id AS ticket_id',
"CASE
WHEN DATEDIFF(
CURDATE(),
COALESCE(latest_history.created_at, tm.created_at)
) BETWEEN 0 AND 6 THEN '0-6 Days'
WHEN DATEDIFF(
CURDATE(),
COALESCE(latest_history.created_at, tm.created_at)
) BETWEEN 7 AND 12 THEN '7-12 Days'
WHEN DATEDIFF(
CURDATE(),
COALESCE(latest_history.created_at, tm.created_at)
) BETWEEN 13 AND 20 THEN '13-20 Days'
ELSE 'Above 20 Days'
END AS tat"
])
->join(
'(SELECT th.ticket_id, MAX(th.created_at) AS created_at
FROM ticket_history th
WHERE th.field_name = "claim_status_id"
GROUP BY th.ticket_id) AS latest_history',
'latest_history.ticket_id = tm.id',
'left'
)
->where('tm.is_active', 1)
->groupBy('tm.id, tm.created_at, latest_history.created_at');
//action 1 get last 100 rows, action 2 filter and get all rows related to that
//action 1 get last 100 rows, action 2 filter and get all rows related to that and action 3 gets according to dashboard
if ($action == 1) {
$query = $db->table('ticket_master tm')
@ -268,6 +268,18 @@ class TicketController extends BaseController
return $data;
}else if ($action == 3) {
$ids = $this->request->getPost('ids');
$ids = array_filter(explode(',', $ids));
if (!empty($ids)) {
$idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs to be integers
$where = "tm.id IN ($idsStr)";
} else {
$where = '1 = 0'; // No valid IDs, return empty result
}
// dd($where);
} else {
$search_data = $this->request->getPost();
// print_r($search_data); die()
@ -278,7 +290,9 @@ class TicketController extends BaseController
}
}
// print_rr($where);
$query = $db->table('ticket_master tm')
}
$query = $db->table('ticket_master tm')
->select([
'tm.id',
'tm.ticket_type_id',
@ -311,7 +325,6 @@ class TicketController extends BaseController
// print_rr($data);die();
return $data;
}
}
public function ticket_form($ticket_type)

504
app/Models/ClientPolicyModel.php
View File

@ -71,7 +71,7 @@ class ClientPolicyModel extends Model
protected function checkAndADDCreatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['created_by'])) {
if (empty($data['data']['created_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['created_by'] = get_session_userid();
}
@ -82,7 +82,7 @@ class ClientPolicyModel extends Model
protected function checkAndUpdateUpdatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['updated_by'])) {
if (empty($data['data']['updated_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['updated_by'] = get_session_userid();
}
@ -90,100 +90,100 @@ class ClientPolicyModel extends Model
return $data;
}
public function getClientPolicyById($id){
public function getClientPolicyById($id)
{
return $this->db->table('client_policy')
->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
->select('tpa.name as tpa_name, tpa.short_name as tpa_short')
->select('policies.name as policy_name')
->select('insurer_branch.branch_name as insurer_branch_name, insurer_branch.branch_code as insurer_branch_code')
->select('tpa_branch.branch_name as tpa_branch_name, tpa_branch.branch_code as tpa_branch_code')
->join('insurers', 'insurers.id = client_policy.insurer_id')
->join('insurer_branch', 'client_policy.insurer_branch_id = insurer_branch.id')
->join('tpa', 'tpa.id = client_policy.tpa_id')
->join('tpa_branch', 'client_policy.tpa_branch_id = tpa_branch.id')
->join('policies', 'policies.id = client_policy.policy_id')
->where('client_policy.id', $id)
->get()
->getResult();
->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
->select('tpa.name as tpa_name, tpa.short_name as tpa_short')
->select('policies.name as policy_name')
->select('insurer_branch.branch_name as insurer_branch_name, insurer_branch.branch_code as insurer_branch_code')
->select('tpa_branch.branch_name as tpa_branch_name, tpa_branch.branch_code as tpa_branch_code')
->join('insurers', 'insurers.id = client_policy.insurer_id')
->join('insurer_branch', 'client_policy.insurer_branch_id = insurer_branch.id')
->join('tpa', 'tpa.id = client_policy.tpa_id')
->join('tpa_branch', 'client_policy.tpa_branch_id = tpa_branch.id')
->join('policies', 'policies.id = client_policy.policy_id')
->where('client_policy.id', $id)
->get()
->getResult();
}
public function getClientPolicyByClientId($client_id){
public function getClientPolicyByClientId($client_id)
{
return $this->db->table('client_policy')
->select('client_policy.*')
->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
->select('tpa.name as tpa_name, tpa.short_name as tpa_short')
->select('policy_type.policy_type as policy_type_name')
->select('insurer_branch.branch_name as insurer_branch_name, insurer_branch.branch_code as insurer_branch_code')
->select('tpa_branch.branch_name as tpa_branch_name, tpa_branch.branch_code as tpa_branch_code')
->select('policy_type.policy_type as policy_type_name')
->select('client_branch.branch_name as branch_name')
->join('insurers', 'insurers.id = client_policy.insurer_id')
->join('insurer_branch', 'client_policy.insurer_branch_id = insurer_branch.id')
->join('tpa', 'tpa.id = client_policy.tpa_id', 'left')
->join('tpa_branch', 'client_policy.tpa_branch_id = tpa_branch.id', 'left')
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
->join('client_branch', 'client_branch.id = client_policy.client_branch_id')
->where('client_policy.client_id', $client_id)
->where('client_policy.policy_status', 1)
->where('client_policy.is_active', 1)
->get()
->getResult();
->select('client_policy.*')
->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
->select('tpa.name as tpa_name, tpa.short_name as tpa_short')
->select('policy_type.policy_type as policy_type_name')
->select('insurer_branch.branch_name as insurer_branch_name, insurer_branch.branch_code as insurer_branch_code')
->select('tpa_branch.branch_name as tpa_branch_name, tpa_branch.branch_code as tpa_branch_code')
->select('policy_type.policy_type as policy_type_name')
->select('client_branch.branch_name as branch_name')
->join('insurers', 'insurers.id = client_policy.insurer_id')
->join('insurer_branch', 'client_policy.insurer_branch_id = insurer_branch.id')
->join('tpa', 'tpa.id = client_policy.tpa_id', 'left')
->join('tpa_branch', 'client_policy.tpa_branch_id = tpa_branch.id', 'left')
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
->join('client_branch', 'client_branch.id = client_policy.client_branch_id')
->where('client_policy.client_id', $client_id)
->where('client_policy.policy_status', 1)
->where('client_policy.is_active', 1)
->get()
->getResult();
}
public function getPolicyPremium($policy_id){
public function getPolicyPremium($policy_id)
{
return $this->db->table('policies')
->select('policy_type.*')
->join('policy_type', 'policy_type.id = policies.policy_type_id')
->where('policies.id', $policy_id)
->get()
->getResult();
->select('policy_type.*')
->join('policy_type', 'policy_type.id = policies.policy_type_id')
->where('policies.id', $policy_id)
->get()
->getResult();
}
public function getPolicyPremiumPolicyTypeId($policy_type_id){
public function getPolicyPremiumPolicyTypeId($policy_type_id)
{
return $this->db->table('policies')
->select('policy_type.*')
->join('policy_type', 'policy_type.id = policies.policy_type_id')
->where('policies.id', $policy_type_id)
->get()
->getResult();
->select('policy_type.*')
->join('policy_type', 'policy_type.id = policies.policy_type_id')
->where('policies.id', $policy_type_id)
->get()
->getResult();
}
public function getPolicyDetails($client_id,$policy_id)
public function getPolicyDetails($client_id, $policy_id)
{
return $this->select('*')
->where('client_id',$client_id)
->where('id',$policy_id)
->get()
->getResult();
->where('client_id', $client_id)
->where('id', $policy_id)
->get()
->getResult();
}
public function getinsurerswithclientid($id){
public function getinsurerswithclientid($id)
{
return $this->db->table('client_policy')
->select('client_policy.*, cd_master.cd_ac_no as cd_master_account_no')
->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
->select('clients.client_name as client_name')
->join('clients','clients.id=client_policy.client_id')
->join('insurers', 'insurers.id = client_policy.insurer_id')
->join('cd_master', 'cd_master.insurer_id = insurers.id AND cd_master.client_id = client_policy.client_id')
->where('client_policy.client_id', $id)
->where('cd_master.id = client_policy.cd_ac_pk')
->groupBy('client_policy.insurer_id')
->groupBy('client_policy.client_id', $id) // Group by insurer_id
->get()
->getResult();
->select('client_policy.*, cd_master.cd_ac_no as cd_master_account_no')
->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
->select('clients.client_name as client_name')
->join('clients', 'clients.id=client_policy.client_id')
->join('insurers', 'insurers.id = client_policy.insurer_id')
->join('cd_master', 'cd_master.insurer_id = insurers.id AND cd_master.client_id = client_policy.client_id')
->where('client_policy.client_id', $id)
->where('cd_master.id = client_policy.cd_ac_pk')
->groupBy('client_policy.insurer_id')
->groupBy('client_policy.client_id', $id) // Group by insurer_id
->get()
->getResult();
// return $this->db->table('client_policy')
// ->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
@ -198,26 +198,28 @@ class ClientPolicyModel extends Model
// ->getResult();
}
public function getinsurerswithinsurenceid($insurerId){
public function getinsurerswithinsurenceid($insurerId)
{
return $this->db->table('client_policy')
->select('client_policy.*')
->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
->select('clients.client_name as clientname, clients.short_name as clientshort')
->join('insurers', 'insurers.id = client_policy.insurer_id')
->join('clients', 'clients.id = client_policy.client_id')
->where('client_policy.insurer_id', $insurerId)
->groupBy('client_policy.client_id') // Group by insurer_id
->get()
->getResult();
->select('client_policy.*')
->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
->select('clients.client_name as clientname, clients.short_name as clientshort')
->join('insurers', 'insurers.id = client_policy.insurer_id')
->join('clients', 'clients.id = client_policy.client_id')
->where('client_policy.insurer_id', $insurerId)
->groupBy('client_policy.client_id') // Group by insurer_id
->get()
->getResult();
}
public function getClientById($id) {
public function getClientById($id)
{
$query = $this->db->table('clients')->getWhere(['id' => $id]);
// Debug statement
// Debug statement
return $query->getRow();
}
@ -248,112 +250,113 @@ class ClientPolicyModel extends Model
->get()
->getResult();
}
public function getDepositSummary($clientId, $insurerId)
{
// Fetch the sum of credit and debit transactions and calculate the balance
return $this->db->table('cash_deposit')
->select('SUM(CASE WHEN transaction_type = "Credit" THEN amount ELSE 0 END) AS total_credit')
->select('SUM(CASE WHEN transaction_type = "Debit" THEN amount ELSE 0 END) AS total_withdraw')
->select('SUM(CASE WHEN transaction_type = "Credit" THEN amount ELSE -amount END) AS balance')
->select('SUM(CASE WHEN sub_type = 3 THEN amount ELSE 0 END) AS total_refund')
->where('client_id', $clientId)
->where('insurer_id', $insurerId)
->where('cash_deposit.is_active', 1)
->get()
->getRow();
}
// Inside your clientPolicyModel
// Inside your clientPolicyModel
// public function getDepositDataWithBalance($clientId, $insurerId)
// {
// // Fetch deposit data with balance information
// $builder = $this->db->table('cash_deposit');
// $builder->select('id, created_at, description, sub_type, amount, transaction_type');
{
// Fetch the sum of credit and debit transactions and calculate the balance
return $this->db->table('cash_deposit')
->select('SUM(CASE WHEN transaction_type = "Credit" THEN amount ELSE 0 END) AS total_credit')
->select('SUM(CASE WHEN transaction_type = "Debit" THEN amount ELSE 0 END) AS total_withdraw')
->select('SUM(CASE WHEN transaction_type = "Credit" THEN amount ELSE -amount END) AS balance')
->select('SUM(CASE WHEN sub_type = 3 THEN amount ELSE 0 END) AS total_refund')
->where('client_id', $clientId)
->where('insurer_id', $insurerId)
->where('cash_deposit.is_active', 1)
->get()
->getRow();
}
// Inside your clientPolicyModel
// Inside your clientPolicyModel
// public function getDepositDataWithBalance($clientId, $insurerId)
// {
// // Fetch deposit data with balance information
// $builder = $this->db->table('cash_deposit');
// $builder->select('id, created_at, description, sub_type, amount, transaction_type');
// $builder->where('client_id', $clientId);
// $builder->where('insurer_id', $insurerId);
// $builder->orderBy('created_at', 'asc');
// $builder->where('client_id', $clientId);
// $builder->where('insurer_id', $insurerId);
// $builder->orderBy('created_at', 'asc');
// $depositData = $builder->get()->getResult();
// $depositData = $builder->get()->getResult();
// $currentBalance = 0;
// $currentBalance = 0;
// foreach ($depositData as $transaction) {
// if ($transaction->transaction_type == 'Credit') {
// $currentBalance += $transaction->amount;
// } elseif ($transaction->transaction_type == 'Debit') {
// $currentBalance -= $transaction->amount;
// }
// foreach ($depositData as $transaction) {
// if ($transaction->transaction_type == 'Credit') {
// $currentBalance += $transaction->amount;
// } elseif ($transaction->transaction_type == 'Debit') {
// $currentBalance -= $transaction->amount;
// }
// $transaction->balance = $currentBalance;
// }
// $transaction->balance = $currentBalance;
// }
// return $depositData;
// }
// return $depositData;
// }
public function getBalances($clientId)
{
$depositsummary = $this->getDepositlistsummary($clientId);
$balances = [];
public function getBalances($clientId)
{
$depositsummary = $this->getDepositlistsummary($clientId);
$balances = [];
foreach ($depositsummary as $summary) {
$insurerId = $summary->insurer_id;
$balances[$insurerId] = $summary;
foreach ($depositsummary as $summary) {
$insurerId = $summary->insurer_id;
$balances[$insurerId] = $summary;
}
return $balances;
}
return $balances;
}
public function getDepositlistsummary($id)
{
return $this->db->table('cash_deposit')
->select('insurer_id')
->select('SUM(CASE WHEN transaction_type = "Credit" THEN amount ELSE -amount END) AS balance')
->where('client_id', $id)
->groupBy('insurer_id')
->get()
->getResult();
}
public function getDepositlistsummary($id)
{
return $this->db->table('cash_deposit')
->select('insurer_id')
->select('SUM(CASE WHEN transaction_type = "Credit" THEN amount ELSE -amount END) AS balance')
->where('client_id', $id)
->groupBy('insurer_id')
->get()
->getResult();
}
public function updateStatus(){
public function updateStatus()
{
// Update client_policy table
$client = $this->db->query("UPDATE client_policy SET policy_status = 0 WHERE policy_end_date < CURDATE()");
$client_count = $this->db->affectedRows();
// Update employee_polices table
$employee = $this->db->query("UPDATE employee_polices SET status = 'expired' WHERE policy_end_date < CURDATE()");
$emp_count = $this->db->affectedRows();
// Update client_policy table
$client = $this->db->query("UPDATE client_policy SET policy_status = 0 WHERE policy_end_date < CURDATE()");
$client_count = $this->db->affectedRows();
// Update employee_polices table
$employee = $this->db->query("UPDATE employee_polices SET status = 'expired' WHERE policy_end_date < CURDATE()");
$emp_count = $this->db->affectedRows();
return ['client'=>$client_count, 'emp' => $emp_count];
return ['client' => $client_count, 'emp' => $emp_count];
}
public function getpolicyWithPattern($client_id)
{
$query = $this->db->table('client_policy')
->select('client_policy.*, policies.name, policies.policy_type_id, policy_type.policy_type')
->join('policies', 'policies.id = client_policy.policy_id')
->join('policy_type', 'policy_type.id = policies.policy_type_id')
// ->where('policy_type.policy_type', 'GMC')
->whereIn('policy_type.id', [2, 3])
->where('client_policy.client_id', $client_id)
->get()
->getResult();
}
return $query;
}
public function getpolicyWithPattern($client_id){
public function getTopUpPolicy($client_id, $type)
{
$query = $this->db->table('client_policy')
->select('client_policy.*, policies.name, policies.policy_type_id, policy_type.policy_type')
->join('policies', 'policies.id = client_policy.policy_id')
->join('policy_type', 'policy_type.id = policies.policy_type_id')
// ->where('policy_type.policy_type', 'GMC')
->whereIn('policy_type.id', [2, 3])
->where('client_policy.client_id', $client_id)
->get()
->getResult();
return $query;
}
public function getTopUpPolicy($client_id, $type){
$query = "
$query = "
SELECT client_policy.*, policies.name, policies.policy_type_id
FROM client_policy
JOIN policies ON policies.id = client_policy.policy_id
@ -361,65 +364,63 @@ public function getTopUpPolicy($client_id, $type){
WHERE policy_type.policy_type = '{$type}'
AND client_policy.client_id = {$client_id}";
$result = $this->db->query($query)->getResult();
$result = $this->db->query($query)->getResult();
return $result;
}
public function getClientPolicyByPolicyType($client_id, $type){
$query = $this->db->table('client_policy')
->select('client_policy.*, insurers.name as insurer_name, insurers.short_name as insurer_short')
->select('tpa.name as tpa_name, tpa.short_name as tpa_short')
->select('policies.name as policy_name, policies.policy_type_id')
->select('policy_type.policy_type as policy_type_name')
->select('insurer_branch.branch_name as insurer_branch_name, insurer_branch.branch_code as insurer_branch_code')
->select('tpa_branch.branch_name as tpa_branch_name, tpa_branch.branch_code as tpa_branch_code')
->join('insurers', 'insurers.id = client_policy.insurer_id')
->join('insurer_branch', 'client_policy.insurer_branch_id = insurer_branch.id')
->join('tpa', 'tpa.id = client_policy.tpa_id')
->join('tpa_branch', 'client_policy.tpa_branch_id = tpa_branch.id')
->join('policies', 'policies.id = client_policy.policy_id')
->join('policy_type', 'policy_type.id = policies.policy_type_id')
->where('client_policy.client_id', $client_id)
->where('client_policy.policy_status', 1);
if ($type == 2) {
$query->where('policy_type.policy_type', 'GMC - Top-up');
} else if ($type == 3) {
$query->whereIn('policy_type.policy_type', ['GMC - Parents', 'GMC - Top-up(Parents)']);
return $result;
}
$result = $query->get()->getResult();
return $result;
public function getClientPolicyByPolicyType($client_id, $type)
{
}
$query = $this->db->table('client_policy')
->select('client_policy.*, insurers.name as insurer_name, insurers.short_name as insurer_short')
->select('tpa.name as tpa_name, tpa.short_name as tpa_short')
->select('policies.name as policy_name, policies.policy_type_id')
->select('policy_type.policy_type as policy_type_name')
->select('insurer_branch.branch_name as insurer_branch_name, insurer_branch.branch_code as insurer_branch_code')
->select('tpa_branch.branch_name as tpa_branch_name, tpa_branch.branch_code as tpa_branch_code')
->join('insurers', 'insurers.id = client_policy.insurer_id')
->join('insurer_branch', 'client_policy.insurer_branch_id = insurer_branch.id')
->join('tpa', 'tpa.id = client_policy.tpa_id')
->join('tpa_branch', 'client_policy.tpa_branch_id = tpa_branch.id')
->join('policies', 'policies.id = client_policy.policy_id')
->join('policy_type', 'policy_type.id = policies.policy_type_id')
->where('client_policy.client_id', $client_id)
->where('client_policy.policy_status', 1);
if ($type == 2) {
$query->where('policy_type.policy_type', 'GMC - Top-up');
} else if ($type == 3) {
$query->whereIn('policy_type.policy_type', ['GMC - Parents', 'GMC - Top-up(Parents)']);
}
$result = $query->get()->getResult();
return $result;
}
public function getPolicyTypeForPolicyBinding($client_id){
public function getPolicyTypeForPolicyBinding($client_id)
{
$result = $this->table('client_policy')
->select('policy_type.*, client_policy.id as client_policy_id, client_policy.policy_no')
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
->where('client_policy.client_id', $client_id)
->where('client_policy.is_active', 1)
->whereIn('policy_type.id', [2,3])
->findAll();
$result = $this->table('client_policy')
->select('policy_type.*, client_policy.id as client_policy_id, client_policy.policy_no')
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
->where('client_policy.client_id', $client_id)
->where('client_policy.is_active', 1)
->whereIn('policy_type.id', [2, 3])
->findAll();
return $result;
return $result;
}
}
public function getCliendDataForExcelFileName($client_policy_id)
{
public function getCliendDataForExcelFileName($client_policy_id){
return $this->table('client_policy')
return $this->table('client_policy')
->select('clients.short_name, policy_type.policy_type, client_branch.branch_code')
->join('clients', 'clients.id = client_policy.client_id')
->join('client_branch', 'client_branch.id = client_policy.client_branch_id')
@ -427,49 +428,48 @@ public function getCliendDataForExcelFileName($client_policy_id){
->where('client_policy.id', $client_policy_id)
->where('client_policy.is_active', 1)
->first();
}
//for this using in CRONE JOB
public function getPolicyDetailsForRemainder($client_id = null, $branch_id = null, $policy_id = null)
{
$builder = $this->table('client_policy')
->where('client_policy.is_active', 1)
->where('client_policy.policy_status', 1)
// ->where('client_policy.is_addon', 1)
// ->where('client_policy.inception_type', 2)
->where('client_policy.open_for_enrollment', 1);
if ($client_id && $branch_id) {
$builder->where('client_policy.client_id', $client_id)
->where('client_policy.client_branch_id', $branch_id);
}
if(empty($policy_id)){
$builder->whereIn('client_policy.policy_type_id', [2, 3, 4, 5]);
}else{
$builder->where('client_policy.id', $policy_id);
//for this using in CRONE JOB
public function getPolicyDetailsForRemainder($client_id = null, $branch_id = null, $policy_id = null)
{
$builder = $this->table('client_policy')
->where('client_policy.is_active', 1)
->where('client_policy.policy_status', 1)
// ->where('client_policy.is_addon', 1)
// ->where('client_policy.inception_type', 2)
->where('client_policy.open_for_enrollment', 1);
if ($client_id && $branch_id) {
$builder->where('client_policy.client_id', $client_id)
->where('client_policy.client_branch_id', $branch_id);
}
if (empty($policy_id)) {
$builder->whereIn('client_policy.policy_type_id', [2, 3, 4, 5]);
} else {
$builder->where('client_policy.id', $policy_id);
}
return $builder->get()->getResultArray();
}
return $builder->get()->getResultArray();
}
//for this using in CRONE JOB
public function getPolicyDetailsForEnrollment($client_id = null, $branch_id = null)
{
$builder = $this->table('client_policy')
->where('client_policy.is_active', 1)
->where('client_policy.policy_status', 1)
->where('client_policy.open_date IS NOT NULL')
->where('client_policy.close_date IS NOT NULL');
//for this using in CRONE JOB
public function getPolicyDetailsForEnrollment($client_id = null, $branch_id = null)
{
$builder = $this->table('client_policy')
->where('client_policy.is_active', 1)
->where('client_policy.policy_status', 1)
->where('client_policy.open_date IS NOT NULL')
->where('client_policy.close_date IS NOT NULL');
if ($client_id && $branch_id) {
$builder->where('client_policy.client_id', $client_id)
->where('client_policy.client_branch_id', $branch_id);
}
if ($client_id && $branch_id) {
$builder->where('client_policy.client_id', $client_id)
->where('client_policy.client_branch_id', $branch_id);
return $builder->get()->getResultArray();
}
return $builder->get()->getResultArray();
}
}

126
app/Models/LeadsModel.php
View File

@ -30,17 +30,17 @@ class LeadsModel extends Model
'source_policy_id',
'policy_type_id',
'salse_person_id',
'insurer_id',
'insurer_branch_id',
'tpa_id',
'tpa_branch_id',
'policy_start_date',
'policy_end_date',
'no_of_lives',
'incurred_claims',
'location',
'proposed_insurer_id',
'proposed_insurer_branch_id',
'insurer_id',
'insurer_branch_id',
'tpa_id',
'tpa_branch_id',
'policy_start_date',
'policy_end_date',
'no_of_lives',
'incurred_claims',
'location',
'proposed_insurer_id',
'proposed_insurer_branch_id',
'proposed_tpa_id',
'proposed_tpa_branch_id',
'proposel_data',
@ -90,7 +90,7 @@ class LeadsModel extends Model
'source_policy_start_date',
'source_policy_end_date',
'payment_date',
'is_cd'
];
@ -110,7 +110,7 @@ class LeadsModel extends Model
protected function checkAndADDCreatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['created_by'])) {
if (empty($data['data']['created_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['created_by'] = get_session_userid();
}
@ -121,7 +121,7 @@ class LeadsModel extends Model
protected function checkAndUpdateUpdatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['updated_by'])) {
if (empty($data['data']['updated_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['updated_by'] = get_session_userid();
}
@ -153,10 +153,10 @@ class LeadsModel extends Model
) AS rfq_count
')
->join('kyc_entity_type', 'leads.entity_type_id = kyc_entity_type.id', 'left')
->join('user_profiles', 'leads.salse_person_id = user_profiles.id', 'left')
->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
->where('leads.is_active', 1);
->join('kyc_entity_type', 'leads.entity_type_id = kyc_entity_type.id', 'left')
->join('user_profiles', 'leads.salse_person_id = user_profiles.id', 'left')
->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
->where('leads.is_active', 1);
if (!empty($where)) {
$data->where($where);
@ -168,12 +168,12 @@ class LeadsModel extends Model
public function getLeadForInsertClientList($type = null, $client_id = null)
{
$query = $this->db->table('leads')
->select('leads.*, user_profiles.first_name as user_name')
->join('user_profiles', 'leads.created_by = user_profiles.id')
->where('leads.is_active', 1)
->where('leads.status', 'won')
->where("leads.proposel_data IS NOT NULL AND leads.proposel_data <> ''")
->where("(leads.is_client_created = '' OR leads.is_client_created IS NULL)");
->select('leads.*, user_profiles.first_name as user_name')
->join('user_profiles', 'leads.created_by = user_profiles.id')
->where('leads.is_active', 1)
->where('leads.status', 'won')
->where("leads.proposel_data IS NOT NULL AND leads.proposel_data <> ''")
->where("(leads.is_client_created = '' OR leads.is_client_created IS NULL)");
@ -183,11 +183,83 @@ class LeadsModel extends Model
if ($client_id) {
$query->where('leads.client_id', $client_id);
}
$result = $query->get()->getResultArray();
return $result;
}
public function getDashData()
{
$statuses = $this->db->table('leads')
->select('status')
->where("is_active", 1)
->groupBy('status')
->get()
->getResultArray();
$selectParts = [];
foreach ($statuses as $status) {
$s = $status['status'];
$alias = strtolower(str_replace(' ', '_', $s));
// Count alias
$selectParts[] = "SUM(CASE WHEN status = '{$s}' THEN 1 ELSE 0 END) AS `{$alias}`";
// IDs alias
$selectParts[] = "GROUP_CONCAT(CASE WHEN status = '{$s}' THEN leads.id ELSE NULL END) AS `{$alias}_ids`";
}
$select = implode(", ", $selectParts);
// Start query builder
$builder = $this->db->table('leads');
$builder->select($select);
// Auditing subquery
$subquery = "(SELECT pk, MAX(created_at) AS last_claim_status_change
FROM auditing_history
WHERE table_name = 'leads' AND field_name = 'status'
GROUP BY pk)";
$builder->join("{$subquery} AS th", 'leads.id = th.pk', 'left');
// Date filtering for last status change
$dateLimit = 3;
$dateThreshold = date('Y-m-d H:i:s', strtotime("-{$dateLimit} days"));
$builder->groupStart()
->where('th.last_claim_status_change <=', $dateThreshold)
->orWhere('th.last_claim_status_change IS NULL')
->groupEnd();
// Add only active
$builder->where("leads.is_active", 1);
$lead_data = $builder->get()->getResultArray();
// Fallback for empty results
if (empty($lead_data)) {
$lead_data[0] = ['total' => 0];
foreach ($statuses as $status) {
$alias = strtolower(str_replace(' ', '_', $status['status']));
$lead_data[0][$alias] = 0;
$lead_data[0]["{$alias}_ids"] = '';
}
}
// Calculate total
$total = 0;
foreach ($lead_data[0] as $key => $value) {
if (!str_ends_with($key, '_ids') && $key != "won") {
$total += (int) $value;
}
}
$lead_data[0]['total'] = $total;
// dd($lead_data[0]);
return $lead_data[0];
}
}

302
app/Models/PolicyTransactionModel.php
View File

@ -81,7 +81,7 @@ class PolicyTransactionModel extends Model
'policy_with_corr',
'is_cd_reduce_from_bds',
];
// Callbacks
@ -98,7 +98,7 @@ class PolicyTransactionModel extends Model
protected function checkAndADDCreatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['created_by'])) {
if (empty($data['data']['created_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['created_by'] = get_session_userid();
}
@ -109,7 +109,7 @@ class PolicyTransactionModel extends Model
protected function checkAndUpdateUpdatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['updated_by'])) {
if (empty($data['data']['updated_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['updated_by'] = get_session_userid();
}
@ -267,21 +267,21 @@ class PolicyTransactionModel extends Model
->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
->where('policy_transaction.is_active', 1);
->where('policy_transaction.is_active', 1);
// Check if the start date and end date are provided
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder->where('policy_transaction.'.$date_type.'>=', $startDate)
->where('policy_transaction.'.$date_type.'<=', $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
}
@ -289,31 +289,30 @@ class PolicyTransactionModel extends Model
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
}
@ -446,7 +445,7 @@ class PolicyTransactionModel extends Model
// AND insurer_statements.is_active = 1
// AND insurer_statements.invoice_status IS NOT NULL
// $date_condition
// ),
// 2
// ) AS billed_amt,
@ -511,7 +510,7 @@ class PolicyTransactionModel extends Model
// ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
// ->where('policy_transaction.is_active', 1)
// ->where('pt_co_share_details.is_active', 1);
// // Check if the start date and end date are provided
// if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
@ -547,7 +546,7 @@ class PolicyTransactionModel extends Model
// if ($client_id != 0) {
// $builder->where('policy_transaction.client_id', $client_id);
// }
// if ($insurer_id != 0) {
// $builder->where('policy_transaction.insurer_id', $insurer_id);
// }
@ -555,7 +554,7 @@ class PolicyTransactionModel extends Model
// if ($client_branch_id != 0) {
// $builder->where('policy_transaction.client_branch_id', $client_branch_id);
// }
// if ($insurer_branch_id != 0) {
// $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
// }
@ -565,11 +564,11 @@ class PolicyTransactionModel extends Model
// }
// if ($policy_type_id != 0) {
// $builder->where('client_policy.policy_type_id', $policy_type_id);
// }
// if ($issuer != 0) {
// $builder->where('policy_transaction.issuer', $issuer);
// }
@ -578,7 +577,7 @@ class PolicyTransactionModel extends Model
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
@ -589,18 +588,18 @@ class PolicyTransactionModel extends Model
// $result = $builder->get()->getResultArray();
// // dd($this->db->getLastQuery());
// return $result;
// }
public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
{
public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0, $where = [])
{
$date_condition = '';
if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
$date_condition = "
AND insurer_statements.month >= '".$start_date ."'
AND insurer_statements.month <= '".$end_date ."'
AND insurer_statements.month >= '" . $start_date . "'
AND insurer_statements.month <= '" . $end_date . "'
";
}
@ -782,7 +781,7 @@ class PolicyTransactionModel extends Model
->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
->where('policy_transaction.is_active', 1)
->where('policy_transaction.is_active', 1)
->where('pt_co_share_details.is_active', 1);
if (
@ -797,16 +796,18 @@ class PolicyTransactionModel extends Model
$builder->where('policy_transaction.created_by', get_session_userid());
}
}
if (!empty($where)) {
log_message('info', 'Where condition: ' . json_encode($where));
$builder->where($where);
}
// Check if the start date and end date are provided
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder->where('policy_transaction.'.$date_type.'>=', $startDate)
->where('policy_transaction.'.$date_type.'<=', $endDate);
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
}
// if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){
@ -823,17 +824,17 @@ class PolicyTransactionModel extends Model
$endDate = date('Y-m-d', strtotime($end_date));
$builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id','left')
->where('insurer_statements.is_active', 1)
->where('insurer_statements.month >=', $startDate)
->where('insurer_statements.month <=', $endDate)
->groupBy('co_share_stmt_details.co_share_id');
->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id', 'left')
->where('insurer_statements.is_active', 1)
->where('insurer_statements.month >=', $startDate)
->where('insurer_statements.month <=', $endDate)
->groupBy('co_share_stmt_details.co_share_id');
}
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
@ -841,7 +842,7 @@ class PolicyTransactionModel extends Model
if ($client_branch_id != 0) {
$builder->where('policy_transaction.client_branch_id', $client_branch_id);
}
if ($insurer_branch_id != 0) {
$builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
}
@ -851,23 +852,24 @@ class PolicyTransactionModel extends Model
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
if (empty($where)) {
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
}
$builder->orderBy('policy_transaction.id', 'desc');
@ -875,10 +877,10 @@ class PolicyTransactionModel extends Model
$result = $builder->get()->getResultArray();
// dd($this->db->getLastQuery());
return $result;
}
// public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
// {
// // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
@ -917,7 +919,7 @@ class PolicyTransactionModel extends Model
// // $fromDate = date('Y-m-d', strtotime('-30 days'));
// // $toDate = date('Y-m-d 23:59:59');
// // $builder->where('policy_transaction.created_at >=', $fromDate)
// // ->where('policy_transaction.created_at <=', $toDate);
// }
@ -925,15 +927,15 @@ class PolicyTransactionModel extends Model
// if ($client_id != 0) {
// $builder->where('policy_transaction.client_id', $client_id);
// }
// if ($insurer_id != 0) {
// $builder->where('policy_transaction.insurer_id', $insurer_id);
// }
// if ($policy_type_id != 0) {
// $builder->where('client_policy.policy_type_id', $policy_type_id);
// }
// if ($issuer != 0) {
// $builder->where('policy_transaction.issuer', $issuer);
// }
@ -945,12 +947,12 @@ class PolicyTransactionModel extends Model
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
// }
// $builder->orderBy('policy_transaction.id', 'desc')->limit(10);
// $result = $builder->get()->getResultArray();
@ -1003,7 +1005,7 @@ class PolicyTransactionModel extends Model
// Optimize Date Filtering
if (!empty($start_date) && !empty($end_date) && !empty($date_type)) {
$builder->where("policy_transaction.$date_type >=", date('Y-m-d 00:00:00', strtotime($start_date)))
->where("policy_transaction.$date_type <=", date('Y-m-d 23:59:59', strtotime($end_date)));
->where("policy_transaction.$date_type <=", date('Y-m-d 23:59:59', strtotime($end_date)));
}
// Apply Filters Only When Necessary
@ -1029,7 +1031,7 @@ class PolicyTransactionModel extends Model
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
->where('policy_transaction.created_at <=', $toDate);
}
// Optimize Query Execution
@ -1038,7 +1040,7 @@ class PolicyTransactionModel extends Model
return $builder->get()->getResultArray();
}
public function getEndorsementTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
// dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
@ -1055,7 +1057,7 @@ class PolicyTransactionModel extends Model
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'policy_transaction.client_id = clients.id', 'left')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.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')
->where('policy_transaction.is_active', 1)
@ -1073,20 +1075,20 @@ class PolicyTransactionModel extends Model
$builder->where('policy_transaction.created_by', get_session_userid());
}
}
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder->where('policy_transaction.'.$date_type.'>=', $startDate)
->where('policy_transaction.'.$date_type.'<=', $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
}
@ -1094,15 +1096,15 @@ class PolicyTransactionModel extends Model
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
@ -1110,16 +1112,15 @@ class PolicyTransactionModel extends Model
$builder->where('policy_transaction.status', $status);
}
if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
@ -1235,14 +1236,14 @@ class PolicyTransactionModel extends Model
// ->having('premium_variance_amt !=',0);
// ->group_start()
->having('variance_amt IS NOT NULL')
->orHaving('variance_amt !=', 0)
->having('premium_variance_amt IS NOT NULL')
->orHaving('premium_variance_amt !=', 0);
// ->group_end();
// ->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0');
// ->where('pt_co_share_details.variance IS NOT NULL')
// ->where('pt_co_share_details.variance !=', 0);
->having('variance_amt IS NOT NULL')
->orHaving('variance_amt !=', 0)
->having('premium_variance_amt IS NOT NULL')
->orHaving('premium_variance_amt !=', 0);
// ->group_end();
// ->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0');
// ->where('pt_co_share_details.variance IS NOT NULL')
// ->where('pt_co_share_details.variance !=', 0);
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
@ -1279,7 +1280,7 @@ class PolicyTransactionModel extends Model
if ($client_branch_id != 0) {
$builder->where('policy_transaction.client_branch_id', $client_branch_id);
}
if ($insurer_branch_id != 0) {
$builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
}
@ -1296,6 +1297,7 @@ class PolicyTransactionModel extends Model
public function getBusinessReportList($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"));
$builder = $this->db->table('policy_transaction')
->select([
'policy_transaction.id AS policy_trns_id',
@ -1319,9 +1321,19 @@ class PolicyTransactionModel extends Model
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->join(
'(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active
FROM policy_transaction_status
WHERE is_active = 1
GROUP BY policy_tran_id) th',
'policy_transaction.id = th.policy_tran_id'
)
->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
->where('policy_transaction.is_active', 1)
// ->where('policy_transaction.status', 'completed')
->where('pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0');
->where('(pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0)', null, false);
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
@ -1360,15 +1372,21 @@ class PolicyTransactionModel extends Model
}
$builder->orderBy('policy_transaction.id', 'desc');
// echo $builder->getCompiledSelect();
// exit;
$returnData = $builder->get()->getResultArray();
// dd($returnData);
return $returnData;
}
public function getFinanceReportList($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"));
$builder = $this->db->table('policy_transaction')
->select("
policy_transaction.id,
@ -1391,11 +1409,20 @@ class PolicyTransactionModel extends Model
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->join(
'(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active
FROM policy_transaction_status
WHERE is_active = 1
GROUP BY policy_tran_id) th',
'policy_transaction.id = th.policy_tran_id'
)
->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
->where('policy_transaction.is_active', 1)
// ->where('policy_transaction.status', 'completed')
->where('COALESCE(pt_co_share_details.agreed_bp_per, 0) + COALESCE(pt_co_share_details.agreed_tp_per, 0) + COALESCE(pt_co_share_details.agreed_tep_per, 0) = 0')
->where('COALESCE(pt_co_share_details.actual_bp_amt, 0) + COALESCE(pt_co_share_details.actual_tp_amt, 0) + COALESCE(pt_co_share_details.actual_tep_amt, 0) = 0')
->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0');
->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0');
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
@ -1492,55 +1519,55 @@ class PolicyTransactionModel extends Model
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1);
// Date range filtering
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
// Additional filters
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if ($status != 0) {
$builder->where('policy_transaction.status', $status);
}
// Filter where outstanding_amount is not null
$builder->having('outstanding_amount IS NOT NULL');
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
}
public function getOutstandingReportList($start_date = 0, $end_date = 0, $insurer_id = 0,$insurer_branch_id = 0)
public function getOutstandingReportList($start_date = 0, $end_date = 0, $insurer_id = 0, $insurer_branch_id = 0)
{
$builder = $this->db->table('insurer_statements s')
->select('
->select('
s.id,
s.insurer_id,
s.branch_id,
@ -1556,32 +1583,32 @@ class PolicyTransactionModel extends Model
COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0) AS total_paid,
(s.invoice_amount - COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0)) AS outstanding_amount
')
->join('inv_payment_details p', 's.id = p.statement_id', 'left')
->join('insurers ins', 's.insurer_id = ins.id')
->join('insurer_branch ib', 's.branch_id = ib.id')
->where('s.is_active', 1)
->where('p.is_active', 1)
->groupBy('s.id, s.invoice_no, s.invoice_date, s.invoice_amount')
->having('outstanding_amount >', 0);
// ->get();
->join('inv_payment_details p', 's.id = p.statement_id', 'left')
->join('insurers ins', 's.insurer_id = ins.id')
->join('insurer_branch ib', 's.branch_id = ib.id')
->where('s.is_active', 1)
->where('p.is_active', 1)
->groupBy('s.id, s.invoice_no, s.invoice_date, s.invoice_amount')
->having('outstanding_amount >', 0);
// ->get();
// Date range filtering
if ($start_date != 0 && $end_date != 0) {
$builder->where('s.month >=', $start_date)
->where('s.month <=', $end_date);
}
}
if ($insurer_id != 0) {
$builder->where('s.insurer_id', $insurer_id);
}
if ($insurer_branch_id != 0) {
if ($insurer_branch_id != 0) {
$builder->where('s.branch_id', $insurer_branch_id);
}
$builder->orderBy('s.id', 'desc');
return $builder->get()->getResultArray();
}
@ -1591,12 +1618,12 @@ class PolicyTransactionModel extends Model
{
$fromDate = date('Y-m-d', strtotime('-60 days'));
$toDate = date('Y-m-d 23:59:59');
if (!empty($start_date) && !empty($end_date)) {
$fromDate = change_date_format($start_date);
$toDate = change_date_format($end_date);
}
$query = $this->db->table('policy_transaction pt')
->select('
pt.*,
@ -1621,7 +1648,7 @@ class PolicyTransactionModel extends Model
->where('pt.is_active', 1)
->where('pt_co.is_active', 1)
->where('pt.action_type', "inception");
// Apply filters if parameters are provided
if (!empty($client_type)) {
$query->where('c.client_type', $client_type);
@ -1632,7 +1659,7 @@ class PolicyTransactionModel extends Model
if (!empty($issuer)) { // Corrected condition to check $issuer
$query->where('pt.issuer', $issuer);
}
$query->groupBy('pt.id');
$query->orderBy('pt.id', 'DESC');
// Fetch and return results
@ -1640,6 +1667,47 @@ class PolicyTransactionModel extends Model
// print($this->db->getLastQuery()); die;
return $results;
}
public function getBDSRenewalData()
{
// Increase GROUP_CONCAT limit
$this->db->query("SET SESSION group_concat_max_len = 1000000;");
$builder = $this->db->table('policy_transaction pt');
$builder->select([
'SUM(CASE WHEN pt.policy_end_date < CURDATE() THEN 1 ELSE 0 END) AS Expired',
'SUM(CASE WHEN pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH) THEN 1 ELSE 0 END) AS `Renewal Pending`',
'GROUP_CONCAT(CASE WHEN pt.policy_end_date < CURDATE() THEN pt.id ELSE NULL END) AS Expired_ids',
'GROUP_CONCAT(CASE WHEN pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH) THEN pt.id ELSE NULL END) AS Renewal_Pending_ids'
]);
$builder->where("pt.policy_end_date IS NOT NULL", null, false);
$builder->where('pt.is_active', 1);
// Self join to check if a policy has been renewed
$builder->join('policy_transaction renewed', 'renewed.source_client_policy_id = pt.client_policy_id and renewed.client_id = pt.client_id and renewed.client_branch_id = pt.client_branch_id', 'left');
// Filter for expired or expiring policies
$builder->where("(pt.policy_end_date < CURDATE() OR pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH))", null, false);
$builder->where('renewed.id IS NULL', null, false);
$query = $builder->get();
$result = $query->getResultArray();
$total = 0;
foreach ($result[0] as $key => $value) {
if ($key !== 'Expired_ids' && $key !== 'Renewal_Pending_ids') {
$total += $value;
}
}
// Ensure ID fields are arrays (not null)
$result[0]['Expired_ids'] = $result[0]['Expired_ids'] ? $result[0]['Expired_ids'] : [];
$result[0]['Renewal Pending_ids'] = $result[0]['Renewal_Pending_ids'] ? $result[0]['Renewal_Pending_ids'] : [];
// Add total count
$result[0]['total'] = $total;
return $result[0];
}
}

189
app/Models/TicketMasterModel.php
View File

@ -726,76 +726,145 @@ class TicketMasterModel extends Model
$finalResults = [];
foreach ($claim_statuses as $typeId => $statuses) {
$builder = $this->db->table('ticket_master tm');
// Get all active, non-null claim status tickets for this type
$builder = $this->db->table('ticket_master tm')
->select('tm.id, tm.ticket_type_id, tcs.claim_status, th.last_claim_status_change')
->join('ticket_claim_status tcs', 'tm.claim_status_id = tcs.id', 'left')
->join(
'(SELECT ticket_id, MAX(created_at) AS last_claim_status_change
FROM ticket_history
WHERE field_name = \'claim_status_id\'
GROUP BY ticket_id) th',
'tm.id = th.ticket_id',
'left'
)
->where('tm.ticket_type_id', $typeId)
->where('tm.is_active', 1)
->where('tm.claim_status_id IS NOT NULL');
// Start with ticket_type_id in SELECT
$selects = ['tm.ticket_type_id'];
$results = $builder->get()->getResultArray();
// Dynamically build status counts with COALESCE to handle missing values
foreach ($statuses as $status) {
$alias = strtolower($status);
$alias = str_replace(' ', '_', $alias);
$selects[] = "COALESCE(SUM(CASE WHEN tcs.claim_status = " . $this->db->escape($status) . " AND tm.ticket_type_id = {$typeId} THEN 1 ELSE 0 END), 0) AS `{$alias}`";
}
$summary = [
'ticket_type_id' => $typeId,
];
$builder->select(implode(',', $selects));
$builder->join('ticket_claim_status tcs', 'tm.claim_status_id = tcs.id', 'left');
// Subquery for latest status change, with LEFT JOIN to avoid missing ticket_type_id
$builder->join(
'(SELECT ticket_id, MAX(created_at) AS last_claim_status_change
FROM ticket_history
WHERE field_name = \'claim_status_id\'
GROUP BY ticket_id) th',
'tm.id = th.ticket_id',
'left'
);
// Set the date limit based on the status
foreach ($statuses as $status) {
$dateLimit = $limit[$typeId][$status] ?? 3;
$dateThreshold = date('Y-m-d H:i:s', strtotime("-{$dateLimit} days"));
$builder->groupStart()
->where('th.last_claim_status_change <=', $dateThreshold)
->orWhere('th.last_claim_status_change IS NULL')
->groupEnd();
}
$builder->where('tm.ticket_type_id', $typeId);
$builder->where('tm.is_active', 1);
$builder->where('tm.claim_status_id is not null');
$builder->groupBy('tm.ticket_type_id');
$query = $builder->get();
$result = $query->getRowArray();
// Add Total count
$total = 0;
foreach ($result as $key => $res) {
// Ensure that ticket_type_id is excluded from the sum
if ($key !== 'ticket_type_id') {
$total += $res;
}
}
$result['total'] = $total;
foreach ($statuses as $status) {
$alias = strtolower(str_replace(' ', '_', $status));
$summary[$alias] = 0;
$summary[$alias . '_ids'] = '';
// If no result, initialize an empty result for the ticket_type_id
if (!$result) {
$result = ['ticket_type_id' => $typeId, 'total' => 0];
foreach ($statuses as $status) {
$alias = strtolower($status);
$alias = str_replace(' ', '_', $alias);
$result[$alias] = 0;
$dateLimit = $limit[$typeId][$status] ?? 3;
$threshold = date('Y-m-d H:i:s', strtotime("-{$dateLimit} days"));
$ticketIds = [];
// dd($results);
foreach ($results as $row) {
if (
$row['claim_status'] === $status &&
(
!$row['last_claim_status_change'] ||
$row['last_claim_status_change'] <= $threshold
)
) {
$summary[$alias]++;
$ticketIds[] = $row['id'];
if ($status == "APPROVED"|| $status == "SETTLED"|| $status == "CLOSED" ){
continue;
}
$total++;
}
}
// Convert ticket IDs array to a comma-separated string
$summary[$alias . '_ids'] = implode(',', $ticketIds);
}
// Add the result to the final array
$finalResults[$typeId] = $result;
$summary['total'] = $total;
// Add approved but not settled IDs and count
$approvedNotSettled = $this->getNotSettledbutApprovedCount($typeId);
$summary['approved_not_settled'] = $approvedNotSettled['count'];
$summary['approved_not_settled_ids'] = $approvedNotSettled['ticket_ids'];
$finalResults[$typeId] = $summary;
}
// dd($finalResults);
return $finalResults;
}
public function getNotSettledbutApprovedCount($ticket_type)
{
// Fetch the approved and settled claim_status IDs
$builder = $this->db->table("ticket_claim_status approved")
->select("approved.id AS approved_id, settled.id AS settled_id")
->join("ticket_claim_status settled", "approved.ticket_type = settled.ticket_type")
->where("approved.claim_status", "APPROVED")
->where("settled.claim_status", "SETTLED")
->where("approved.ticket_type", $ticket_type)
->where("approved.is_active", 1)
->where("settled.is_active", 1);
$ids = $builder->get()->getRowArray();
// If no matching status IDs are found, return empty
if (!$ids) {
return ['count' => 0, 'ticket_ids' => ''];
}
// Extract approved and settled status IDs
$approved_id = $ids['approved_id'];
$settled_id = $ids['settled_id'];
// Subquery to get the latest approval time for each ticket
$subquery = $this->db->table('ticket_history')
->select('ticket_id, MAX(created_at) AS approved_time')
->where('field_name', 'claim_status_id')
->where('new_value', $approved_id)
->groupBy('ticket_id');
// Main query to find tickets that are approved but not settled
$builder = $this->db->table('ticket_master tm');
$builder->join("({$subquery->getCompiledSelect()}) latest_approval", 'tm.id = latest_approval.ticket_id', 'inner');
// Left join to find if there is a settled status for each ticket after approval
$builder->join(
'ticket_history th_settled',
"th_settled.ticket_id = tm.id
AND th_settled.field_name = 'claim_status_id'
AND th_settled.new_value = {$settled_id}
AND th_settled.created_at > latest_approval.approved_time",
'left',
false // Important for raw ON condition
);
// Filtering conditions: not settled and approved time older than 12 days
$builder->where('tm.claim_status_id !=', $settled_id);
$builder->where('tm.is_active', 1);
$builder->where("latest_approval.approved_time <= DATE_SUB(NOW(), INTERVAL 12 DAY)", null, false);
$builder->where('th_settled.id IS NULL', null, false);
// Final select to get ticket IDs of approved but not settled tickets
$builder->select('tm.id');
// Execute the query
$query = $builder->get();
$ticketIds = array_column($query->getResultArray(), 'id'); // Extract the IDs
// Convert ticket IDs array to a comma-separated string
$ticketIdsString = implode(',', $ticketIds);
// Return the count and comma-separated ticket IDs
return [
'count' => count($ticketIds),
'ticket_ids' => $ticketIdsString
];
}
}

31
app/Views/DashBoard.php
View File

@ -173,7 +173,7 @@
</style>
<?php if(in_array(get_role_id(), [1,2,3,5]) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
<?php if(in_array(get_role_id(), [1,2,3,4,5]) || (in_array(ENROLLMENT_TEAM_ID, user_team()) || in_array(CLAIMS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
<div class="row" id="client_add" style="margin-top: -32px;">
<div class="col-12">
@ -217,28 +217,43 @@
</li>
<?php } ?>
<?php if ((get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
<?php
$isActive = get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team()) ? 'active show' : '';
?>
<li class="nav-item">
<a href="#claims-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="claims_tab">
<a href="#claims-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2 <?= $isActive?>" id="claims_tab">
<span class="mr-1"><i class="fa fa-file-alt"></i> </span>
<span class="d-none d-sm-inline-block">Claims</span>
</a>
</li>
<?php endif; ?>
<?php if ((get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
<?php
$isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team()) ? 'active show' : '';
?>
<li class="nav-item">
<a href="#leads-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="leads_tab">
<a href="#leads-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2 <?= $isActive?>" id="leads_tab">
<span class="mr-1"><i class="fa fa-file-alt"></i> </span>
<span class="d-none d-sm-inline-block">Leads and Renewals</span>
<span class="d-none d-sm-inline-block">Leads and BDS Renewals</span>
</a>
</li>
<?php endif; ?>
</ul>
<div class="tab-content">
<?php include("claims_dash.php") ?>
<?php if ((get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
<?php include("claims_dash.php") ?>
<?php endif; ?>
<?php if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
<?php include('bds_dash.php'); ?>
<?php } ?>
<?php include("leads_dash.php") ?>
<?php if ((get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
<?php include("leads_dash.php") ?>
<?php endif; ?>
<?php if(in_array(get_role_id(), [1,2,3,5])) { ?>
<?php include('endorsement_dash.php'); ?>

20
app/Views/bds_dash.php
View File

@ -131,11 +131,14 @@ body{
<div class="tab-pane <?= isset($add_active_calss) ? $add_active_calss : 'fade' ?>" id="bds-dash-tab" style="padding-right: 35px;">
<div class="StatusTileHide" style="display: none; position: relative; bottom: 15px;">
<a href="#" onclick="hide_status_show_pending_tile()" >show all pending Tile</a>
<div class="row">
<div class="StatusTileHide" style="display: none; padding-bottom: 10px;padding-left: 17px">
<a href="#" onclick="hide_status_show_pending_tile()" ><i class="fas fa-arrow-left"></i> Back to Overview</a>
</div>
<div class="StatusTileHide" style="display: none;padding-left: 30px;">
<a href="#" id="mainMenuTiles">Current Tile : </a>
</div>
</div>
<div class="row">
<?php if (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
@ -224,6 +227,10 @@ body{
<script>
$(document).ready(function(){
$(".StatusTileHide").hide();
})
function linkRedirectForBDS(input, team)
{
var link = "";
@ -244,6 +251,7 @@ function show_business_status_tile(){
$('.businessStatusTile').show()
$('.StatusTileHide').show()
$("#mainMenuTiles").text("Viewing Details of Business Team Pending");
$('.businessPendingTile').hide()
$('.financePendingTile').hide()
@ -257,6 +265,8 @@ function show_finance_status_tile(){
$('.financePendingTile').hide()
$('.businessPendingTile').hide()
$("#mainMenuTiles").text("Viewing Details of Finance Team Pending");
}
@ -267,6 +277,6 @@ function hide_status_show_pending_tile(){
$('.businessStatusTile').hide()
$('.financePendingTile').show()
$('.businessPendingTile').show()
}
}
</script>

95
app/Views/claims_dash.php
View File

@ -124,8 +124,10 @@
margin-bottom: 5px;
}
</style>
<div class="tab-pane fade" id="claims-dash-tab">
<?php
$isActive = get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team()) ? 'active show' : '';
?>
<div class="tab-pane fade <?= $isActive ?>" id="claims-dash-tab">
<div class="row">
<div class="col-md-4 col-xl-3 claimTypeTile">
<div class="card bg-c-Pelorous order-card" onclick="hideAndShowTile(1,1)">
@ -172,9 +174,13 @@
</div>
</div>
<div class="goBack">
<a href="#" onclick="hideAndShowTile('2')">show all pending Tile<br></a>
<div class="row">
<div class="goBack" style="padding-bottom: 10px;padding-left: 17px;">
<a href="#" onclick="hideAndShowTile('2')" ><i class="fas fa-arrow-left"></i> Back to Overview<br></a>
</div>
<div class="goBack" style="display: none;padding-left: 30px;">
<a href="#" id="current_tile">Current Tile : </a>
</div>
</div>
<div class="row">
<?php
@ -196,7 +202,7 @@
<?php foreach ($statuses as $status => $count) : ?>
<?php
// Skip metadata fields
if ($status === 'ticket_type_id' || $status === 'total') {
if ($status === 'ticket_type_id'|| $status == "approved"|| $status == "settled"|| $status == "closed" || $status === 'total' || substr($status, -4) === "_ids") {
continue;
}
@ -208,7 +214,7 @@
$showTooltip = strlen($formattedStatus) > 20;
?>
<div class="col-md-2 col-xl-1 claimStatusTitle_<?= $ticketTypeId ?>" style="display: none;">
<div class="card order-card" style="background: <?= $bgColor ?>;" onclick="linkRedirectForClaims(<?= $ticketTypeId ?>, '<?= $status ?>')">
<div class="card order-card" style="background: <?= $bgColor ?>;" onclick="linkRedirectForClaims(<?= $ticketTypeId ?>, '<?= $status ?>','<?= $statuses[$status . '_ids'] ?? '' ?>')">
<h2 class="text-center"><span><?= $count ?></span></h2>
<h6 class="m-b-20 font-15 text-center"
<?= $showTooltip ? 'data-toggle="tooltip" title="' . htmlspecialchars($formattedStatus, ENT_QUOTES, 'UTF-8') . '"' : '' ?>>
@ -248,39 +254,58 @@
$('.claimTypeTile').hide();
$('.claimStatusTitle_' + claimType).show();
if (claimType == 1) {
$('#current_tile').text("Viewing Details For : GMC");
} else if (claimType == 2) {
$('#current_tile').text("Viewing Details For : GPA");
} else if (claimType == 3) {
$('#current_tile').text("Viewing Details For : EDLI");
} else if (claimType == 4) {
$('#current_tile').text("Viewing Details For : GTLI");
}
}
}
function linkRedirectForClaims(ticketTypeId, status) {
function linkRedirectForClaims(ticketTypeId, status,ids) {
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
$.ajax({
url: "<?= base_url("/dashboard/prepareClaimSearchData") ?>",
type: "POST",
data: {
ticketTypeId: ticketTypeId,
status: status
},
success: function(response) {
// Handle the response from the server
if (response.status === 'success') {
// Redirect to the claims list page with the selected filters
console.log("response", response);
// alert(JSON.stringify(response));
data = response.data;
data.is_dashboard = 1;
redirectWithPost("<?= base_url("ticket/list") ?>", data);
} else {
// Handle error case
console.log('Error: ' + response.message);
}
},
error: function(xhr, status, error) {
// Handle AJAX error
console.error('AJAX Error:', error);
// alert('An error occurred while processing your request.');
}
})
// $.ajax({
// url: "<?= base_url("/dashboard/prepareClaimSearchData") ?>",
// type: "POST",
// data: {
// ticketTypeId: ticketTypeId,
// status: status
// },
// success: function(response) {
// // Handle the response from the server
// if (response.status === 'success') {
// // Redirect to the claims list page with the selected filters
// console.log("response", response);
// // alert(JSON.stringify(response));
// data = response.data;
// data.is_dashboard = 1;
// redirectWithPost("<?= base_url("ticket/list") ?>", data);
// } else {
// // Handle error case
// console.log('Error: ' + response.message);
// }
// },
// error: function(xhr, status, error) {
// // Handle AJAX error
// console.error('AJAX Error:', error);
// // alert('An error occurred while processing your request.');
// }
// })
data = {
is_dashboard: 1,
ids : ids
}
redirectWithPost("<?= base_url("ticket/list") ?>", data);
}
function redirectWithPost(url, data = {}) {

3
app/Views/client_api.php
View File

@ -179,7 +179,7 @@
<textarea class="form-control" name="pull_emp_obj" onchange="checkValidJson(this)" id="pull_emp_obj" rows="3" placeholder="Enter the object type"><?= isset($api_data) ? htmlspecialchars($api_data['pull_emp_obj']) : "" ?></textarea>
</div>
</div><hr>
<hr>
<div class="row">
<div class="col-md-2">
<label>Webhook Action</label>
@ -222,6 +222,7 @@
<div class="d-flex justify-content-end">
<button class="btn btn-primary waves-effect waves-light mr-1" type="submit" id="formSubmit">Submit</button>
</div>
</div>
</form>
</div>
</div>

4
app/Views/client_onboarding.php
View File

@ -88,12 +88,12 @@ body {
<span class="d-none d-sm-inline-block">Policies</span>
</a>
</li>
<li class="nav-item">
<!-- <li class="nav-item">
<a href="#api-tab" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2" id="api_tab">
<span class="mdi mdi-api"></span>
<span class="d-none d-sm-inline-block">API</span>
</a>
</li>
</li> -->
<li class="nav-item">
<a href="#others-tab" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2" id="others_tab">
<span class="mr-1"><i class="mdi mdi-tag-text-outline"></i></span>

159
app/Views/leads_dash.php
View File

@ -124,23 +124,26 @@ body{
margin-bottom: 5px;
}
</style>
<div class="tab-pane fade" id="leads-dash-tab">
<?php
$isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team()) ? 'show active' : '';
?>
<div class="tab-pane fade <?= $isActive ?>" id="leads-dash-tab">
<div class="row">
<div class="col-md-4 col-xl-3 leadTypeTile">
<div class="card bg-c-Pelorous order-card" onclick="hide_and_show_tile(1)">
<div class="card bg-c-Pelorous order-card" onclick="hide_and_show_tile(1,1)">
<div class="card-block">
<h6 class="m-b-20 font-15">Leads</h6>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span></span></h2>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= isset($lead_data)? $lead_data['total'] : 0 ?></span></h2>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
</div>
</div>
</div>
<div class="col-md-4 col-xl-3 leadTypeTile">
<div class="card bg-c-Pelorous order-card" onclick="hide_and_show_tile(1)">
<div class="card bg-c-Pelorous order-card" onclick="hide_and_show_tile(1,2)">
<div class="card-block">
<h6 class="m-b-20 font-15">Renewals</h6>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span></span></h2>
<h6 class="m-b-20 font-15">BDS Renewals</h6>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= isset($bds_renewal) ? $bds_renewal['total'] : 0?></span></h2>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
</div>
@ -148,26 +151,162 @@ body{
</div>
</div>
<div class="row">
<div class="status_tile" style="padding-bottom: 10px;padding-left: 17px; ">
<a href="#" onclick="hide_and_show_tile(2)" ><i class="fas fa-arrow-left"></i> Back to Overview</a>
</div>
<div class="status_tile" style="padding-left: 30px;">
<a href="#" id="main_tile" >Current Tile : </a>
</div>
</div>
<div class="row">
<?php
$colorSetCount = count($colorShades); // Number of color sets
$shadeCount = count($colorShades[0]); // Number of shades per set
$index = 0;
foreach ($lead_data as $key => $value) : ?>
<?php
if ($key == "total"|| $key == "won" || substr($key, -4) === "_ids") { continue; } // Skip the total key
?>
<?php
// Initialize color set and shade indexes
$colorSetIndex = floor($index / $shadeCount) % $colorSetCount; // Reset color set after each set
$shadeIndex = $index % $shadeCount; // Cycle through shades within the set
<div class="status_tile" style="display: none; position: relative; bottom: 15px;">
<a href="#" onclick="hide_and_show_tile(2)" >show all pending Tile</a>
// Get the background color for the current tile
$bgColor = $colorShades[$colorSetIndex][$shadeIndex];
?>
<?php
$formattedStatus = strlen($key) < 5 ? strtoupper($key): ucwords(str_replace('_', ' ', $key));
$truncatedStatus = strlen($formattedStatus) > 20 ? substr($formattedStatus, 0, 15) . '...' : $formattedStatus;
$showTooltip = strlen($formattedStatus) > 20;
?>
<div class="col-md-2 col-xl-1 leadStatusTitle_1" style="display: none;">
<div class="card order-card" style="background: <?= $bgColor ?>;" onclick="linkRedirectForLeads('<?= esc(strtolower(str_replace(' ', '_', $key)), 'js') ?>','<?= $lead_data[$key . '_ids'] ?? '' ?>')">
<h2 class="text-center"><span><?= $value ?></span></h2>
<h6 class="m-b-20 font-15 text-center"
<?= $showTooltip ? 'data-toggle="tooltip" title="' . htmlspecialchars($formattedStatus, ENT_QUOTES, 'UTF-8') . '"' : '' ?>>
<?= $truncatedStatus ?>
</h6>
</div>
</div>
<?php endforeach ?>
</div>
<div class="row">
<?php
$colorSetCount = count($colorShades); // Number of color sets
$shadeCount = count($colorShades[0]); // Number of shades per set
$index = 0;
foreach ($bds_renewal as $key => $value) : ?>
<?php
if ($key == "total" || substr($key, -4) === "_ids"){ continue; } // Skip the total key
?>
<?php
// Initialize color set and shade indexes
$colorSetIndex = floor($index / $shadeCount) % $colorSetCount; // Reset color set after each set
$shadeIndex = $index % $shadeCount; // Cycle through shades within the set
// Get the background color for the current tile
$bgColor = $colorShades[$colorSetIndex][$shadeIndex];
?>
<?php
$formattedStatus = strlen($key) < 5 ? strtoupper($key): ucwords(str_replace('_', ' ', $key));
$truncatedStatus = strlen($formattedStatus) > 20 ? substr($formattedStatus, 0, 15) . '...' : $formattedStatus;
$showTooltip = strlen($formattedStatus) > 20;
?>
<div class="col-md-2 col-xl-1 leadStatusTitle_2" style="display: none;">
<div class="card order-card" style="background: <?= $bgColor ?>;" onclick="linkRedirectForPolicy('<?= isset($bds_renewal[$key . '_ids']) ? str_replace(' ', '_', $bds_renewal[$key . '_ids']) : '' ?>')">
<h2 class="text-center"><span><?= $value ?></span></h2>
<h6 class="m-b-20 font-15 text-center"
<?= $showTooltip ? 'data-toggle="tooltip" title="' . htmlspecialchars($formattedStatus, ENT_QUOTES, 'UTF-8') . '"' : '' ?>>
<?= $truncatedStatus ?>
</h6>
</div>
</div>
<?php endforeach ?>
</div>
</div>
<script>
function hide_and_show_tile(type) {
$(document).ready(function() {
$('[data-toggle="tooltip"]').tooltip();
$(".status_tile").hide();
});
function hide_and_show_tile(type,leadType = null) {
if (type == 1) {
$('.leadTypeTile').hide();
$('.status_tile').show();
} else {
$('.leadTypeTile').show();
$('.status_tile').hide();
$('.leadStatusTitle_1').hide();
$('.leadStatusTitle_2').hide();
$(".status_tile").hide();
}
if (type == 1 && leadType != null && leadType == 1){
$('.leadStatusTitle_1').show();
$('#main_tile').text("Viewing Details For : Leads");
}
if (type == 1 && leadType != null && leadType == 2){
$('.leadStatusTitle_2').show();
$("#main_tile").text("Viewing Details For : BDS Renewals");
}
}
function linkRedirectForPolicy(ids){
var url = "<?= base_url("policy_tranction/report/list") ?>";
var data = {
ids : ids,
is_dashboard : 1
}
redirectWithPost(url,data);
}
function linkRedirectForLeads(status,ids){
var url = "<?= base_url("leads/list") ?>";
var data = {
ids : ids,
is_dashboard : 1
}
redirectWithPost(url,data);
}
function redirectWithPost(url, data = {}) {
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
const form = document.createElement('form');
form.method = 'POST';
form.action = url;
for (const key in data) {
if (data.hasOwnProperty(key)) {
const input = document.createElement('input');
input.type = 'hidden';
input.name = key;
input.value = data[key];
form.appendChild(input);
}
}
document.body.appendChild(form);
form.submit();
}
</script>

1
app/Views/ticket_mail_template.php
View File

@ -344,6 +344,7 @@
$('#primaryKey').val('');
$('#policy_type').val('').change();
$('#trigger_type').val('').change();
$("#claim_status_for_template").val("").change;
editor.setEditorValue('');
$('#primaryKey').val(null);
$('#statusSwitch').prop('checked', false);

301
app/Views/view_deposit.php
View File

@ -255,153 +255,162 @@
</div>
</div>
<script>
$(document).ready(function() {
$('input[name="transactionMode"]').change(function() {
if ($(this).val() === 'adjustment') {
$('#transactionTypeRow').show();
} else {
$('#transactionTypeRow').hide();
}
});
});
</script>
<script>
$(document).ready(function() {
var record_date = flatpickr("#record_date",{
dateFormat: "d/m/Y",
allowInput: false,
});
$('#tickets-table').DataTable({
dom: "<'row'<'col-sm-0'f><'col-sm-7 text-right'B>>" +
"<'row'<'col-sm-12'tr>>" +
"<'row'<'col-sm-5'i><'col-sm-7'p>>",
buttons: [{
extend: 'csv',
text: 'CSV',
title: 'CD TransactionDetails',
exportOptions: {
columns: ''
}
},
{
extend: 'pdf',
text: 'PDF',
title: 'TransactionDetails',
exportOptions: {
columns: ''
}
}
],
language: {
search: "_INPUT_",
searchPlaceholder: "Search..."
},
ordering: false,
paging: true ,
});
});
</script>
<script>
$(document).ready(function() {
// // Event listener for radio buttons
// $('input[name="transactionMode"]').change(function() {
// if ($(this).val() === 'add') {
// // Set the hidden input value to 'Deposit' when 'Deposit' radio button is selected
// $('#subType').val('Deposit');
// } else if ($(this).val() === 'adjustment') {
// // Set the hidden input value to 'Adjustment' when 'Adjustment' radio button is selected
// $('#subType').val('Adjustment');
// }
// });
$('#saveTransactionBtn').on('click', function() {
var amount = $('#amount').val();
var description = $('#description').val();
var clientId = '<?php echo $clientData->id; ?>';
var insurerId = '<?php echo $insurerName->id; ?>';
var transactionTypeValue = $('input[name="transactionMode"]:checked').val();
var subType = "";
var record_date = $('#record_date').val();
if(amount == ""){
toastr.warning('Amount field is required')
return;
}
if(description == ""){
toastr.warning('Description field is required')
return;
}
//tranction type
if(transactionTypeValue == 1){
transactionType = 'Credit';
subType = '1'; // Replenishment or Deposite
}else if(transactionTypeValue == 2){
transactionType = 'Credit'
subType = '2'; // Adjustment add
}else if(transactionTypeValue == 3){
transactionType = 'Debit'
subType = '2'; // Adjustment reduce
}else if(transactionTypeValue == 4){
transactionType = 'Credit'
subType = '5'; // Asset Policy add
}else if(transactionTypeValue == 5){
transactionType = 'Debit'
subType = '5'; // Asset Policy reduce
}else if(transactionTypeValue == 6){
transactionType = 'Debit'
subType = '6'; // Refund by indurer
}
console.log('transactionTypeValue', transactionTypeValue)
console.log('transactionType', transactionType)
console.log('description ', description)
console.log('amount ', amount)
console.log('clientId ', clientId)
console.log('insurerId ', insurerId)
console.log('subType ', subType)
// Send data to the server using Ajax
$.ajax({
type: 'POST',
url: '<?= base_url()."client/save_deposit" ?>',
data: {
amount: amount,
description: description,
transaction_type: transactionType,
sub_type_id: subType, // Include sub_type_id
client_id: clientId,
insurer_id: insurerId,
record_date : record_date
},
success: function(response) {
// Handle success response
toastr.success("Transaction saved successfully", "Success");
// Reload the page or perform other actions as needed
location.reload();
},
error: function(xhr, status, error) {
toastr.error("Transaction save failed", "Error");
console.error(xhr.responseText);
console.error(status, error);
location.reload(); // Uncomment if you need to reload the page on error
$(document).ready(function() {
$('input[name="transactionMode"]').change(function() {
if ($(this).val() === 'adjustment') {
$('#transactionTypeRow').show();
} else {
$('#transactionTypeRow').hide();
}
});
});
});
</script>
<script>
$(document).ready(function() {
var record_date = flatpickr("#record_date", {
dateFormat: "d/m/Y",
allowInput: false,
});
$('#tickets-table').DataTable({
dom: "<'row'<'col-sm-0'f><'col-sm-7 text-right'B>>" +
"<'row'<'col-sm-12'tr>>" +
"<'row'<'col-sm-5'i><'col-sm-7'p>>",
buttons: [{
extend: 'csv',
text: 'CSV',
title: 'CD TransactionDetails',
exportOptions: {
columns: ''
}
},
{
extend: 'pdf',
text: 'PDF',
title: 'TransactionDetails',
exportOptions: {
columns: [0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10],
format: {
body: function(data, row, column, node) {
return data.replace(/<.*?>/g, '');
}
}
},
customize: function(doc) {
doc.pageOrientation = 'landscape';
doc.styles.tableHeader.alignment = 'left';
doc.defaultStyle.alignment = 'left';
doc.content[1].table.widths = ['9%', '9%', '8%', '9%', '10%', '9%', '9%', '9%', '9%', '11%', '8%'];
}
}
],
language: {
search: "_INPUT_",
searchPlaceholder: "Search..."
},
ordering: false,
paging: true,
});
});
</script>
<script>
$(document).ready(function() {
// // Event listener for radio buttons
// $('input[name="transactionMode"]').change(function() {
// if ($(this).val() === 'add') {
// // Set the hidden input value to 'Deposit' when 'Deposit' radio button is selected
// $('#subType').val('Deposit');
// } else if ($(this).val() === 'adjustment') {
// // Set the hidden input value to 'Adjustment' when 'Adjustment' radio button is selected
// $('#subType').val('Adjustment');
// }
// });
$('#saveTransactionBtn').on('click', function() {
var amount = $('#amount').val();
var description = $('#description').val();
var clientId = '<?php echo $clientData->id; ?>';
var insurerId = '<?php echo $insurerName->id; ?>';
var transactionTypeValue = $('input[name="transactionMode"]:checked').val();
var subType = "";
var record_date = $('#record_date').val();
if (amount == "") {
toastr.warning('Amount field is required')
return;
}
if (description == "") {
toastr.warning('Description field is required')
return;
}
//tranction type
if (transactionTypeValue == 1) {
transactionType = 'Credit';
subType = '1'; // Replenishment or Deposite
} else if (transactionTypeValue == 2) {
transactionType = 'Credit'
subType = '2'; // Adjustment add
} else if (transactionTypeValue == 3) {
transactionType = 'Debit'
subType = '2'; // Adjustment reduce
} else if (transactionTypeValue == 4) {
transactionType = 'Credit'
subType = '5'; // Asset Policy add
} else if (transactionTypeValue == 5) {
transactionType = 'Debit'
subType = '5'; // Asset Policy reduce
} else if (transactionTypeValue == 6) {
transactionType = 'Debit'
subType = '6'; // Refund by indurer
}
console.log('transactionTypeValue', transactionTypeValue)
console.log('transactionType', transactionType)
console.log('description ', description)
console.log('amount ', amount)
console.log('clientId ', clientId)
console.log('insurerId ', insurerId)
console.log('subType ', subType)
// Send data to the server using Ajax
$.ajax({
type: 'POST',
url: '<?= base_url() . "client/save_deposit" ?>',
data: {
amount: amount,
description: description,
transaction_type: transactionType,
sub_type_id: subType, // Include sub_type_id
client_id: clientId,
insurer_id: insurerId,
record_date: record_date
},
success: function(response) {
// Handle success response
toastr.success("Transaction saved successfully", "Success");
// Reload the page or perform other actions as needed
location.reload();
},
error: function(xhr, status, error) {
toastr.error("Transaction save failed", "Error");
console.error(xhr.responseText);
console.error(status, error);
location.reload(); // Uncomment if you need to reload the page on error
}
});
});
});
</script>