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FEAT_CLAIM_DASH_SRI

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This commit is contained in:
Srinivas-Saravanan 2025-04-17 10:27:36 +05:30
parent 305902eb12
commit 3b45817eb3
8 changed files with 873 additions and 148 deletions
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1
app/Config/Routes.php
View File

@ -72,6 +72,7 @@ $routes->group("/dashboard", ["filter" => "authMVC"], function ($routes) {
$routes->get('get-notification', 'DashboardController::getDashboardNotifications');
$routes->get('acknowledge-notification/(:segment)', 'DashboardController::acknowledgeMessage/$1');
$routes->get('get-pending-action', 'PendingActionsController::getPendingActions');
$routes->post("prepareClaimSearchData","DashboardController::prepareClaimSearchData");
});
$routes->group("/client", ["filter" => "authMVC"], function ($routes) {

255
app/Controllers/DashboardController.php
View File

@ -21,6 +21,10 @@ use App\Models\NotificationModel;
use App\Models\EmployeePolicyModel;
use App\Controllers\PendingActionsContrller;
use App\Controllers\EmpDataServiceController;
use App\Models\TicketMasterModel;
use App\Models\LeadsModel;
use App\Models\TicketClaimStatusModel;
class DashboardController extends AdminController
{
@ -33,8 +37,12 @@ class DashboardController extends AdminController
protected $notificationModel;
protected $employeePolicyModel;
protected $policyTransactionModel;
protected $leadModel;
protected $ticketModel;
protected $ticketStatusModel;
protected $policyStatus;
protected $colorShades;
protected $claimDashLimit;
protected $myLogger;
@ -48,9 +56,76 @@ class DashboardController extends AdminController
$this->employeePolicyModel = new EmployeePolicyModel();
$this->clientModel = new ClientModel();
$this->policyTransactionModel = new PolicyTransactionModel();
$this->ticketModel = new TicketMasterModel();
$this->leadModel = new LeadsModel();
$this->ticketStatusModel = new TicketClaimStatusModel();
$this->myLogger = \Config\Services::mylogger();
$this->claimDashLimit = [
1 => [
'non_id' => 3,
'id_not_generated' => 3,
'cda' => 3,
'information_required' => 3,
'under_process' => 3,
'rejected' => 3,
'approved' => 3,
'payment_initiated' => 3,
'settled' => 3,
'closed' => 3,
'cancelled' => 3,
'returned' => 3
],
2 => [
'claim_intimation' => 3,
'intimation_to_insurer' => 3,
'client_pending' => 3,
'insurer_pending' => 3,
'investigation' => 3,
'approved' => 3,
'closed' => 3,
'not_covered' => 3,
'settled' => 3,
'coverage_check' => 3,
'cancelled' => 3,
'returned' => 3,
'rejected' => 3,
'dv_sent_to_insured' => 3
],
3 => [
'claim_intimation' => 3,
'intimation_to_insurer' => 3,
'client_pending' => 3,
'insurer_pending' => 3,
'investigation' => 3,
'approved' => 3,
'closed' => 3,
'not_covered' => 3,
'settled' => 3,
'coverage_check' => 3,
'cancelled' => 3,
'returned' => 3,
'rejected' => 3
],
4 => [
'claim_intimation' => 3,
'intimation_to_insurer' => 3,
'client_pending' => 3,
'insurer_pending' => 3,
'investigation' => 3,
'approved' => 3,
'closed' => 3,
'not_covered' => 3,
'settled' => 3,
'coverage_check' => 3,
'cancelled' => 3,
'returned' => 3,
'rejected' => 3
]
];
$this->policyStatus = [
'under_process' => 'Under Process',
'client_pending' => 'Client Pending',
@ -92,7 +167,6 @@ class DashboardController extends AdminController
'linear-gradient(45deg, #494f4f, #353d3d)' // SilverChalice shade 6
]
];
}
public function dashboard()
@ -100,8 +174,8 @@ class DashboardController extends AdminController
$data = [];
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()))) {
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()))) {
$db = db_connect();
$sql = "SELECT
clients.id AS client_id,
@ -169,17 +243,65 @@ class DashboardController extends AdminController
$data['financeTeamStatusData'] = $financeTeamStatusData;
$data['policyStatus'] = $this->policyStatus;
$data['colorShades'] = $this->colorShades;
// print_r($data);die;
}
$data['claim_data'] = $this->getClaimData();
$data['lead_data'] = $this->getLeadData();
$data['page_name'] = 'Dashboard';
echo view('layout/header', $data);
echo view('DashBoard', $data);
echo view('layout/footer');
}
public function getLeadData(){
}
public function getClaimData()
{
$results = $this->ticketStatusModel
->select("ticket_type as ticket_type_id, claim_status")
->where("is_active", 1)
->findAll();
$claim_status = [];
foreach ($results as $row) {
if (empty($row['ticket_type_id']) || empty($row['claim_status'])) {
continue; // Skip if either value is empty
}
$typeId = $row['ticket_type_id'];
$status = $row['claim_status'];
// Initialize if not set
if (!isset($claim_status[$typeId])) {
$claim_status[$typeId] = [];
}
// Use associative array keys to mimic a set
$claim_status[$typeId][$status] = true;
}
// Convert set-like structure to plain array
foreach ($claim_status as $typeId => $statuses) {
$claim_status[$typeId] = array_keys($statuses);
}
$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;
}
public function getDashboardNotifications()
{
@ -212,29 +334,29 @@ class DashboardController extends AdminController
{
$clientPolicyModel = new ClientPolicyModel();
$myLogger = \Config\Services::mylogger();
$client_policy_data = $clientPolicyModel->getPolicyDetailsForEnrollment();
$myLogger->logme('error', 'Fetched client policy data for Enrollment Status update');
// dd($client_policy_data);
$currentDate = date('d-m-Y');
$openEnrollment = [];
$closeEnrollment = [];
// Update policy status based on start and end dates
foreach ($client_policy_data as $client_policy) {
$id = $client_policy['id'];
$openDate = date('d-m-Y', strtotime($client_policy['open_date']));
$closeDate = date('d-m-Y', strtotime($client_policy['close_date']));
if ($currentDate == $openDate) {
$clientPolicyModel->update($id, ['open_for_enrollment' => 1]);
$openEnrollment[] = $id;
$myLogger->logme('error', 'Updated policy ID ' . $id . ' to open for enrollment.');
}
if ($closeDate < $currentDate) {
$clientPolicyModel->update($id, ['open_for_enrollment' => 0]);
$closeEnrollment[] = $id;
@ -243,37 +365,36 @@ class DashboardController extends AdminController
}
$myLogger->logme('error', 'enrollment_status function completed');
$myLogger->logme('error', 'updated Open Enrollment Policy count : "'.count($openEnrollment).'" and Close Enrollment Policy count : "'.count($closeEnrollment).'"');
$myLogger->logme('error', 'updated Open Enrollment Policy count : "' . count($openEnrollment) . '" and Close Enrollment Policy count : "' . count($closeEnrollment) . '"');
return $this->respond([
'status' => true,
'message' => 'updated Open and Close Enrollment successfully',
'open_policy_count' => count($openEnrollment),
'status' => true,
'message' => 'updated Open and Close Enrollment successfully',
'open_policy_count' => count($openEnrollment),
'close_policy_count' => count($closeEnrollment),
'open_policy_ids' => $openEnrollment,
'open_policy_ids' => $openEnrollment,
'close_policy_ids' => $closeEnrollment,
]);
}
public function sendCroneRemainderMail()
{
$clientPolicyModel = new ClientPolicyModel();
$myLogger = \Config\Services::mylogger();
$client_policy_data = $clientPolicyModel->getPolicyDetailsForRemainder();
$myLogger->logme('error', 'Fetched client policy data');
// dd($client_policy_data);
// Mail send function
$result = $this->sendRemainderMail($client_policy_data, 'crone');
$myLogger->logme('error', 'sendCroneRemainderMail function completed');
if($result){
if ($result) {
return json_encode(['status' => true, 'message' => 'Mail send successfully']);
}else{
} else {
return json_encode(['status' => false, 'message' => 'There is no data to send']);
}
}
@ -285,29 +406,22 @@ class DashboardController extends AdminController
$data = [];
if($type == 'insurer'){
if ($type == 'insurer') {
$data = $pendingActionsData['uhid'];
}else if($type == 'TPA'){
} else if ($type == 'TPA') {
$data = $pendingActionsData['tpa'];
}else if($type == 'I'){
} else if ($type == 'I') {
$data = $pendingActionsData['inception'];
}else if($type == 'D'){
} else if ($type == 'D') {
$data = $pendingActionsData['deletion'];
}else if($type == 'C'){
} else if ($type == 'C') {
$data = $pendingActionsData['correction'];
}else if($type == 'SI'){
} else if ($type == 'SI') {
$data = $pendingActionsData['si_enhancement'];
}else if($type == 'policy'){
} else if ($type == 'policy') {
$data = $pendingActionsData['policy'];
}else if($type == 'ticket'){
} else if ($type == 'ticket') {
$data = $pendingActionsData['uhid'];
}
@ -421,7 +535,6 @@ class DashboardController extends AdminController
$reminder_whole_mail[] = $mail_result;
}
}
} else { // crone
if (!empty($client_policy['reminder_date'])) {
@ -511,15 +624,12 @@ class DashboardController extends AdminController
// $this->myLogger->logme('error', 'Mail sent result: ' . json_encode($mail_result));
$reminder_whole_mail[] = $mail_result;
}
}
}
} else {
$this->myLogger->logme('error', "SEND REMAINDER CRONE --- Remainder date is empty()");
}
}
} else {
$this->myLogger->logme('error', 'Notification setup not found or not enabled');
@ -549,29 +659,28 @@ class DashboardController extends AdminController
public function sendManualReminder($client_id, $client_branch_id, $client_policy_id = null)
{
$this->myLogger->logme('error','Log Works');
$this->myLogger->logme('error', 'Log Works');
$this->myLogger->logme('error', "sendManualRemainder called with client_id: {$client_id}, client_branch_id: {$client_branch_id}");
$client_policy_data = $this->clientPolicyModel->getPolicyDetailsForRemainder($client_id, $client_branch_id, $client_policy_id);
// print_r($client_policy_data); die;
// print_r($this->clientPolicyModel->getLastQuery()); die;
// $this->myLogger->logme('error', "Policy details fetched: " . json_encode($client_policy_data));
if ($client_policy_data) {
$result = $this->sendRemainderMail($client_policy_data);
log_message('error',json_encode($result));
$this->myLogger->logme('error',$result);
log_message('error', json_encode($result));
$this->myLogger->logme('error', $result);
$this->myLogger->logme('error', "Manual Remainder Mail sending result: " . ($result ? 'success' : 'failure'));
if ($result) {
$this->myLogger->logme('error', 'Manual Remainder Mail sent successfully');
return $this->respond(['status' => true, 'code' => 200, 'message' => 'Mail sent successfully'], 200);
} else {
$this->myLogger->logme('error', 'Failed to send manual remainder mail, no data to send');
return $this->respond(['status' => false, 'code' => 200, 'message' => 'There is no data to send','message2' => 'Failed' ], 200);
return $this->respond(['status' => false, 'code' => 200, 'message' => 'There is no data to send', 'message2' => 'Failed'], 200);
}
} else {
$this->myLogger->logme('error', 'No policy data found to send');
return $this->respond(['status' => false, 'code' => 200, 'message' => 'There is no data to send', 'message2' => 'No policy data found to send'], 200);
@ -581,19 +690,17 @@ class DashboardController extends AdminController
public function sendManualEcard($client_id, $client_branch_id, $policy_id)
{
$this->myLogger->logme('error', "sendManualEcard called with client_id: {$client_id}, client_branch_id: {$client_branch_id}, policy id : {$policy_id}");
$notification = $this->notificationModel->where('client_id', $client_id)->where('template_name', 'member_ecard_mail')->first();
// print_r(($notification)); die;
if($notification && $notification['enabled'] == 0 && $notification['mail_content'] == '')
{
return $this->respond(['status' => false, 'code' => 400, 'message' => 'No template found','message2' => 'Failed' ], 200);
}
$notification = $this->notificationModel->where('client_id', $client_id)->where('template_name', 'member_ecard_mail')->first();
// print_r(($notification)); die;
if ($notification && $notification['enabled'] == 0 && $notification['mail_content'] == '') {
return $this->respond(['status' => false, 'code' => 400, 'message' => 'No template found', 'message2' => 'Failed'], 200);
}
$emp_data = $this->employeePolicyModel->getEmployeePolicyForEcard($policy_id);
if(count($emp_data) == 0)
{
return $this->respond(['status' => false, 'code' => 400, 'message' => 'No employees found','message2' => 'Failed' ], 200);
if (count($emp_data) == 0) {
return $this->respond(['status' => false, 'code' => 400, 'message' => 'No employees found', 'message2' => 'Failed'], 200);
}
$ids = array_column($emp_data, 'id');
// print_r(($ids)); die;
@ -603,9 +710,8 @@ class DashboardController extends AdminController
// $empEmpDataServiceController = new EmpDataServiceController();
// $empEmpDataServiceController->sendMailForDownloadingECard($ids);
return $this->respond(['status' => true, 'code' => 200, 'message' => 'Mail Queued'], 200);
}
public function data_construct_for_bds($data)
@ -622,7 +728,7 @@ class DashboardController extends AdminController
'instalment_pending' => [],
'completed' => [],
];
// Loop through results and group them by their status
foreach ($data as $row) {
switch ($row['status']) {
@ -655,8 +761,25 @@ class DashboardController extends AdminController
break;
}
}
return $groupedData;
}
public function prepareClaimSearchData(){
$received_data = $this->request->getPost();
$ticketTypeId = $received_data['ticketTypeId'];
$status = $received_data['status'];
$status = strtoupper($status);
$status = str_replace('_', ' ', $status);
$data = $this->ticketModel
->select("tcs.id as claim_status_id")
->join("ticket_claim_status tcs", "tcs.ticket_type = " . (int)$ticketTypeId)
->where("tcs.claim_status", $status)
->first();
$data['ticket_type_id'] = $ticketTypeId;
return $this->respond(['status' => "success","data" => $data],200);
}
}

18
app/Controllers/TicketController.php
View File

@ -182,8 +182,18 @@ class TicketController extends BaseController
} else {
$data['ticket_data'] = $this->ticketSearch();
$html = view('ticket_list', $data);
return $this->respond(['status' => true, 'html' => $html], 200);
$isFromDashboard = $this->request->getPost("is_dashboard");
if (isset($isFromDashboard) && !empty($isFromDashboard) && $isFromDashboard == 1) {
$data['page_name'] = "Claims";
$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{
$html = view('ticket_list', $data);
return $this->respond(['status' => true, 'html' => $html], 200);
}
}
}
@ -260,10 +270,10 @@ class TicketController extends BaseController
} else {
$search_data = $this->request->getPost();
// print_r($search_data);
// print_r($search_data); die()
$where = [];
foreach ($search_data as $search_objects => $key) {
if ($key != null && $key != '' && $key != 0) {
if ($key != null && $key != '' && $key != 0 && $search_objects != 'is_dashboard') {
$where[$search_objects] = $key;
}
}

5
app/Models/PolicyTransactionModel.php
View File

@ -1361,7 +1361,10 @@ class PolicyTransactionModel extends Model
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
$returnData = $builder->get()->getResultArray();
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)

245
app/Models/TicketMasterModel.php
View File

@ -75,10 +75,10 @@ class TicketMasterModel extends Model
'pay_initiate_date',
'emp_personal_mail',
'client_policy_id'
];
];
// Callbacks
protected $allowCallbacks = true;
protected $beforeInsert = ["checkAndADDCreatedByValue"];
@ -93,7 +93,7 @@ class TicketMasterModel 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();
}
@ -104,7 +104,7 @@ class TicketMasterModel 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
$data['data']['updated_by'] = get_session_userid();
}
@ -130,21 +130,21 @@ class TicketMasterModel extends Model
public function getTemplateDataByTicketID($ticket_id)
{
$template_data = $this
->select("ticket_mail_template.*, CASE
->select("ticket_mail_template.*, CASE
WHEN employees.email_corporate IS NULL OR employees.email_corporate = ''
THEN ticket_master.emp_mail
ELSE employees.email_corporate
END as emp_mail, ,ticket_master.claim_status_id")
->join('ticket_claim_status', 'ticket_master.claim_status_id = ticket_claim_status.id and ticket_claim_status.is_active = 1')
->join('ticket_mail_template', '
->join('ticket_claim_status', 'ticket_master.claim_status_id = ticket_claim_status.id and ticket_claim_status.is_active = 1')
->join('ticket_mail_template', '
ticket_claim_status.trigger_type = ticket_mail_template.trigger_type
and ticket_claim_status.ticket_type = ticket_mail_template.ticket_type
and ticket_mail_template.is_active = 1')
->join('employees','employees.id = ticket_master.emp_id','left')
->where('ticket_master.id', $ticket_id)
->where('ticket_master.is_active', 1)
->where('ticket_claim_status.is_active', 1)
->first();
->join('employees', 'employees.id = ticket_master.emp_id', 'left')
->where('ticket_master.id', $ticket_id)
->where('ticket_master.is_active', 1)
->where('ticket_claim_status.is_active', 1)
->first();
return $template_data;
}
@ -173,16 +173,16 @@ class TicketMasterModel extends Model
->join('clients', 'ticket_master.client_id = clients.id', 'left')
->join('insurers', 'ticket_master.insurer_id = insurers.id', 'left')
->join('tpa', 'ticket_master.tpa_id = tpa.id', 'left')
->join('ticket_notes', 'ticket_master.id = ticket_notes.ticket_id and ticket_notes.is_active = 1 and ticket_notes.is_auto_query = 1','left')
->join('ticket_notes', 'ticket_master.id = ticket_notes.ticket_id and ticket_notes.is_active = 1 and ticket_notes.is_auto_query = 1', 'left')
->join('user_profiles', 'ticket_master.acm_id = user_profiles.id', 'left')
->join('employees','employees.id = ticket_master.emp_id','left')
->join('employees', 'employees.id = ticket_master.emp_id', 'left')
->where('ticket_master.id', $ticket_id)
->where('ticket_master.is_active', 1)
->first();
return $ticket_data;
}
//get TAT report BAND wise Data
// public function getTATReport($ticket_type = null, $start_date = null, $end_date = null)
// {
@ -210,7 +210,7 @@ class TicketMasterModel extends Model
// ";
// $statusResult = $this->db->query($statusQuery)->getResultArray();
// // dd($statusResult);
// // Initialize dynamic query parts
// $dynamicSelect = '';
@ -248,12 +248,12 @@ class TicketMasterModel extends Model
// 0
// ) AS `$columnName`, ";
// }
// // Remove the trailing comma from the SELECT part
// $dynamicSelect = rtrim($dynamicSelect, ', ');
// // dd($dynamicSelect);
// // Construct the full SQL query
// $sql = "
// SELECT
@ -317,7 +317,7 @@ class TicketMasterModel extends Model
// ORDER BY
// FIELD(tc.TAT_Category, 'Above 20 Days', '13-20 Days', '7-12 Days', '0-6 Days');
// ";
// // Execute the query and return the result
// $data = $this->db->query($sql)->getResultArray();
// // print_rr($this->db->getLastQuery(), $data); die;
@ -329,12 +329,12 @@ class TicketMasterModel extends Model
// // $tableData['headers'] = $headers;
// // $tableData['body'] = $data;
// // }
// return $data;
// }
public function getTATReport($ticket_type = null, $start_date = null, $end_date = null)
{
{
//set default last 3 months data date
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
@ -345,9 +345,9 @@ class TicketMasterModel extends Model
}
$ticket_type_data_1 = "";
$ticket_type_data_2 = "";
if(!empty($ticket_type)){
$ticket_type_data_1 = "AND ticket_type = $ticket_type";
$ticket_type_data_2 = "WHERE tm.ticket_type_id = $ticket_type";
if (!empty($ticket_type)) {
$ticket_type_data_1 = "AND ticket_type = $ticket_type";
$ticket_type_data_2 = "WHERE tm.ticket_type_id = $ticket_type";
}
// Fetch claim statuses from the `ticket_claim_status` table
@ -359,7 +359,7 @@ class TicketMasterModel extends Model
";
$statusResult = $this->db->query($statusQuery)->getResultArray();
// dd($statusResult);
// Initialize dynamic query parts
$dynamicSelect = '';
@ -397,12 +397,12 @@ class TicketMasterModel extends Model
0
) AS `$columnName`, ";
}
// Remove the trailing comma from the SELECT part
$dynamicSelect = rtrim($dynamicSelect, ', ');
// dd($dynamicSelect);
// Construct the full SQL query
$sql = "
SELECT
@ -472,7 +472,7 @@ class TicketMasterModel extends Model
'0-6 Days'
);
";
// Execute the query and return the result
$data = $this->db->query($sql)->getResultArray();
// print_rr($this->db->getLastQuery(), $data); die;
@ -484,12 +484,13 @@ class TicketMasterModel extends Model
// $tableData['headers'] = $headers;
// $tableData['body'] = $data;
// }
return $data;
}
public function tpaWiseReport($policy_type = null ,$start_date = null, $end_date = null){
$ticket_type_data_1 = "";
public function tpaWiseReport($policy_type = null, $start_date = null, $end_date = null)
{
$ticket_type_data_1 = "";
$ticket_type_data_2 = "";
if (!empty($policy_type)) {
@ -511,8 +512,17 @@ class TicketMasterModel extends Model
$dynamicSelect .= "
COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) AS `{$status['claim_status']}`, ";
if (in_array($status['claim_status'], ['ID NOT GENERATED', 'NON ID', 'CDA', 'INFORMATION REQUIRED','UNDER PROCESS - CLAIM NO. UPDATION',
'UNDER PROCESS - INVESTIGATION STATUS','UNDER PROCESS - QUERY DOCUMENT RECEIVED','APPROVED','PAYMENT INITIATED'])) {
if (in_array($status['claim_status'], [
'ID NOT GENERATED',
'NON ID',
'CDA',
'INFORMATION REQUIRED',
'UNDER PROCESS - CLAIM NO. UPDATION',
'UNDER PROCESS - INVESTIGATION STATUS',
'UNDER PROCESS - QUERY DOCUMENT RECEIVED',
'APPROVED',
'PAYMENT INITIATED'
])) {
$dynamicTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
}
// Include in total count
@ -553,47 +563,47 @@ class TicketMasterModel extends Model
// print_rr($result);die();
return $result;
}
public function accountManagerWiseReport($policy_type = null ,$start_date = null, $end_date = null){
public function accountManagerWiseReport($policy_type = null, $start_date = null, $end_date = null)
{
if ($policy_type == 1) {
$ticket_type_data_1 = "";
$ticket_type_data_2 = "";
$ticket_type_data_2 = "";
if (!empty($policy_type)) {
$ticket_type_data_1 = "AND ticket_type = $policy_type";
$ticket_type_data_2 = "AND master.ticket_type_id = $policy_type";
}
if (!empty($policy_type)) {
$ticket_type_data_1 = "AND ticket_type = $policy_type";
$ticket_type_data_2 = "AND master.ticket_type_id = $policy_type";
}
// Fetch claim statuses dynamically
$statusQuery = "SELECT id, claim_status FROM ticket_claim_status WHERE is_active = 1 $ticket_type_data_1";
$statusResult = $this->db->query($statusQuery)->getResultArray();
// Fetch claim statuses dynamically
$statusQuery = "SELECT id, claim_status FROM ticket_claim_status WHERE is_active = 1 $ticket_type_data_1";
$statusResult = $this->db->query($statusQuery)->getResultArray();
// Initialize dynamic query parts
$dynamicSelect = '';
$dynamicTotal = '';
// Initialize dynamic query parts
$dynamicSelect = '';
$dynamicTotal = '';
// Loop through each claim status and generate the CASE statements
foreach ($statusResult as $status) {
$dynamicSelect .= "
// Loop through each claim status and generate the CASE statements
foreach ($statusResult as $status) {
$dynamicSelect .= "
COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) AS `{$status['claim_status']}`, ";
// Include in total count
$dynamicTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
// Include in total count
$dynamicTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
// Include only closed-related statuses in total2 count
// Include only closed-related statuses in total2 count
}
}
// Remove the trailing commas and `+` signs
$dynamicSelect = rtrim($dynamicSelect, ', ');
$dynamicTotal = rtrim($dynamicTotal, ' +');
// print_rr($dynamicSelect);
// Construct the final SQL query
$sql = "
// Remove the trailing commas and `+` signs
$dynamicSelect = rtrim($dynamicSelect, ', ');
$dynamicTotal = rtrim($dynamicTotal, ' +');
// print_rr($dynamicSelect);
// Construct the final SQL query
$sql = "
SELECT
user_profiles.first_name AS ACM_NAME,
$dynamicSelect,
@ -614,44 +624,49 @@ class TicketMasterModel extends Model
// dd($result);
return $result;
}else{
} else {
$ticket_type_data_1 = "";
$ticket_type_data_2 = "";
if (!empty($policy_type)) {
$ticket_type_data_1 = "AND ticket_type = $policy_type";
$ticket_type_data_2 = "AND master.ticket_type_id = $policy_type";
}
// Fetch claim statuses dynamically
$statusQuery = "SELECT id, claim_status FROM ticket_claim_status WHERE is_active = 1 $ticket_type_data_1";
$statusResult = $this->db->query($statusQuery)->getResultArray();
// Initialize dynamic query parts
$dynamicSelect = '';
$dynamicTotal = '';
$dynamicClosedTotal = '';
// Loop through each claim status and generate the CASE statements
foreach ($statusResult as $status) {
$dynamicSelect .= "
COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) AS `{$status['claim_status']}`, ";
if (in_array($status['claim_status'], ['CLAIM INTIMATION', 'INTIMATION TO INSURER', 'CLIENT PENDING', 'INSURER PENDING','INVESTIGATION',
'APPROVED','ON HOLD'])) {
if (in_array($status['claim_status'], [
'CLAIM INTIMATION',
'INTIMATION TO INSURER',
'CLIENT PENDING',
'INSURER PENDING',
'INVESTIGATION',
'APPROVED',
'ON HOLD'
])) {
$dynamicTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
}
// Include in total count
// $dynamicTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
// Include only closed-related statuses in total2 count
if (in_array($status['claim_status'], ['CLOSED', 'SETTLED', 'NOT COVERED'])) {
$dynamicClosedTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
}
}
// Remove the trailing commas and `+` signs
$dynamicSelect = rtrim($dynamicSelect, ', ');
$dynamicTotal = rtrim($dynamicTotal, ' +');
@ -675,10 +690,10 @@ class TicketMasterModel extends Model
GROUP BY
user_profiles.id;
";
// Execute the query
$result = $this->db->query($sql)->getResultArray();
// print_rr($result);die();
return $result;
}
@ -705,6 +720,82 @@ class TicketMasterModel extends Model
// dd($data, db_connect()->getLastQuery());
return $data;
}
public function getDashData($claim_statuses, $limit)
{
$finalResults = [];
foreach ($claim_statuses as $typeId => $statuses) {
$builder = $this->db->table('ticket_master tm');
// Start with ticket_type_id in SELECT
$selects = ['tm.ticket_type_id'];
// Dynamically build status counts with COALESCE to handle missing values
foreach ($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}`";
}
$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'] = $total;
// If no result, initialize an empty result for the ticket_type_id
if (!$result) {
$result = ['ticket_type_id' => $typeId, 'total' => 0];
foreach ($statuses as $status) {
$alias = strtolower($status);
$alias = str_replace(' ', '_', $alias);
$result[$alias] = 0;
}
}
// Add the result to the final array
$finalResults[$typeId] = $result;
}
return $finalResults;
}
}

20
app/Views/DashBoard.php
View File

@ -218,8 +218,27 @@
<?php } ?>
<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">
<span class="mr-1"><i class="fa fa-file-alt"></i> </span>
<span class="d-none d-sm-inline-block">Claims</span>
</a>
</li>
<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">
<span class="mr-1"><i class="fa fa-file-alt"></i> </span>
<span class="d-none d-sm-inline-block">Leads and Renewals</span>
</a>
</li>
</ul>
<div class="tab-content">
<?php include("claims_dash.php") ?>
<?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(in_array(get_role_id(), [1,2,3,5])) { ?>
<?php include('endorsement_dash.php'); ?>
@ -229,6 +248,7 @@
<?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 } ?>
</div>
</div>

304
app/Views/claims_dash.php Normal file
View File

@ -0,0 +1,304 @@
<style>
body {
margin-top: 20px;
background: #FAFAFA;
}
.order-card {
color: #fff;
}
.bg-c-blue {
background: linear-gradient(45deg, #4099ff, #73b4ff);
}
.bg-c-green {
background: linear-gradient(45deg, #2ed8b6, #59e0c5);
}
.bg-c-yellow {
background: linear-gradient(45deg, #FFB64D, #ffcb80);
}
.bg-c-pink {
background: linear-gradient(45deg, #FF5370, #ff869a);
}
.bg-c-red {
background: linear-gradient(45deg, #FF4E50, #F9D423);
}
.bg-c-purple {
background: linear-gradient(45deg, #9D50BB, #6E48AA);
}
.bg-c-orange {
background: linear-gradient(45deg, #F2994A, #F2C94C);
}
.bg-c-teal {
background: linear-gradient(45deg, #1ABC9C, #16A085);
}
.bg-c-cyan {
background: linear-gradient(45deg, #00C9FF, #92FE9D);
}
.bg-c-lime {
background: linear-gradient(45deg, #A8E063, #56AB2F);
}
.bg-c-indigo {
background: linear-gradient(45deg, #3F51B5, #5A55AE);
}
.bg-c-Pelorous {
background: linear-gradient(45deg, #00d6db, #00a8b5);
}
.bg-c-Pelorous2 {
background: linear-gradient(45deg, #02a8b5, #017f8b);
}
.bg-c-Pelorous3 {
background: linear-gradient(45deg, #098895, #046063);
}
.bg-c-Grenadier {
background: linear-gradient(45deg, #ff9d37, #ff7a10);
}
.bg-c-Grenadier2 {
background: linear-gradient(45deg, #ff8010, #ff4c00);
}
.bg-c-Grenadier3 {
background: linear-gradient(45deg, #f06306, #cc4b05);
}
.bg-c-SilverChalice {
background: linear-gradient(45deg, #a3a8a8, #8f9494);
}
.bg-c-SilverChalice2 {
background: linear-gradient(45deg, #7e8484, #686e6e);
}
.bg-c-SilverChalice3 {
background: linear-gradient(45deg, #5c6363, #434949);
}
.card {
border-radius: 5px;
-webkit-box-shadow: 0 1px 2.94px 0.06px rgba(4, 26, 55, 0.16);
box-shadow: 0 1px 2.94px 0.06px rgba(4, 26, 55, 0.16);
border: none;
margin-bottom: 30px;
-webkit-transition: all 0.3s ease-in-out;
transition: all 0.3s ease-in-out;
}
.card .card-block {
padding-top: 10px;
padding-bottom: 10px;
padding-left: 25px;
padding-right: 25px;
}
.order-card i {
font-size: 26px;
}
.f-left {
float: left;
}
.f-right {
float: right;
}
.m-b-1 {
margin-top: 0;
margin-bottom: 5px;
}
</style>
<div class="tab-pane fade" 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)">
<div class="card-block">
<h6 class="m-b-20 font-15">GMC</h6>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= isset($claim_data[1]['total']) ? $claim_data[1]['total'] : '0' ?></span></h2>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
</div>
</div>
</div>
<div class="col-md-4 col-xl-3 claimTypeTile">
<div class="card bg-c-Pelorous order-card" onclick="hideAndShowTile(1,2)">
<div class="card-block">
<h6 class="m-b-20 font-15">GPA</h6>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= isset($claim_data[2]['total']) ? $claim_data[2]['total'] : '0' ?></span></h2>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
</div>
</div>
</div>
<div class="col-md-4 col-xl-3 claimTypeTile">
<div class="card bg-c-Pelorous order-card" onclick="hideAndShowTile(1,3)">
<div class="card-block">
<h6 class="m-b-20 font-15">EDLI</h6>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= isset($claim_data[3]['total']) ? $claim_data[3]['total'] : '0' ?></span></h2>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
</div>
</div>
</div>
<div class="col-md-4 col-xl-3 claimTypeTile">
<div class="card bg-c-Pelorous order-card" onclick="hideAndShowTile(1,4)">
<div class="card-block">
<h6 class="m-b-20 font-15">GTLI</h6>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= isset($claim_data[4]['total']) ? $claim_data[4]['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>
<div class="goBack">
<a href="#" onclick="hideAndShowTile('2')">show all pending Tile<br></a>
</div>
<div class="row">
<?php
$colorSetCount = count($colorShades); // Number of color sets
$shadeCount = count($colorShades[0]); // Number of shades per set
$index = 0;
?>
<?php foreach ($claim_data as $ticketTypeId => $statuses) : ?>
<?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][$shadeIndex];
?>
<?php foreach ($statuses as $status => $count) : ?>
<?php
// Skip metadata fields
if ($status === 'ticket_type_id' || $status === 'total') {
continue;
}
?>
<?php
$formattedStatus = strlen($status) < 5 ? strtoupper($status): ucwords(str_replace('_', ' ', $status));
$truncatedStatus = strlen($formattedStatus) > 20 ? substr($formattedStatus, 0, 15) . '...' : $formattedStatus;
$showTooltip = strlen($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 ?>')">
<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') . '"' : '' ?>>
<?= $truncatedStatus ?>
</h6>
</div>
</div>
<?php endforeach; ?>
<?php endforeach; ?>
</div>
</div>
<script>
$(document).ready(function() {
$('.goBack').hide();
$('[class*="claimStatusTitle_"]').hide();
});
function hideAndShowTile(type, claimType = null) {
if (type == 1) {
$('.claimTypeTile').hide();
$(".goBack").show();
} else {
$('.claimTypeTile').show();
$('.goBack').hide();
$('[class*="claimStatusTitle_"]').hide();
}
if (type == 1 && claimType != null) {
$('.claimTypeTile').hide();
$('.claimStatusTitle_' + claimType).show();
}
}
function linkRedirectForClaims(ticketTypeId, status) {
$('.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.');
}
})
}
function redirectWithPost(url, data = {}) {
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>

173
app/Views/leads_dash.php Normal file
View File

@ -0,0 +1,173 @@
<style>
body{
margin-top:20px;
background:#FAFAFA;
}
.order-card {
color: #fff;
}
.bg-c-blue {
background: linear-gradient(45deg,#4099ff,#73b4ff);
}
.bg-c-green {
background: linear-gradient(45deg,#2ed8b6,#59e0c5);
}
.bg-c-yellow {
background: linear-gradient(45deg,#FFB64D,#ffcb80);
}
.bg-c-pink {
background: linear-gradient(45deg,#FF5370,#ff869a);
}
.bg-c-red {
background: linear-gradient(45deg,#FF4E50,#F9D423);
}
.bg-c-purple {
background: linear-gradient(45deg,#9D50BB,#6E48AA);
}
.bg-c-orange {
background: linear-gradient(45deg,#F2994A,#F2C94C);
}
.bg-c-teal {
background: linear-gradient(45deg,#1ABC9C,#16A085);
}
.bg-c-cyan {
background: linear-gradient(45deg,#00C9FF,#92FE9D);
}
.bg-c-lime {
background: linear-gradient(45deg,#A8E063,#56AB2F);
}
.bg-c-indigo {
background: linear-gradient(45deg,#3F51B5,#5A55AE);
}
.bg-c-Pelorous {
background: linear-gradient(45deg, #00d6db, #00a8b5);
}
.bg-c-Pelorous2 {
background: linear-gradient(45deg, #02a8b5, #017f8b);
}
.bg-c-Pelorous3 {
background: linear-gradient(45deg, #098895, #046063);
}
.bg-c-Grenadier {
background: linear-gradient(45deg, #ff9d37, #ff7a10);
}
.bg-c-Grenadier2 {
background: linear-gradient(45deg, #ff8010, #ff4c00);
}
.bg-c-Grenadier3 {
background: linear-gradient(45deg, #f06306, #cc4b05);
}
.bg-c-SilverChalice {
background: linear-gradient(45deg, #a3a8a8, #8f9494);
}
.bg-c-SilverChalice2 {
background: linear-gradient(45deg, #7e8484, #686e6e);
}
.bg-c-SilverChalice3 {
background: linear-gradient(45deg, #5c6363, #434949);
}
.card {
border-radius: 5px;
-webkit-box-shadow: 0 1px 2.94px 0.06px rgba(4,26,55,0.16);
box-shadow: 0 1px 2.94px 0.06px rgba(4,26,55,0.16);
border: none;
margin-bottom: 30px;
-webkit-transition: all 0.3s ease-in-out;
transition: all 0.3s ease-in-out;
}
.card .card-block {
padding-top: 10px;
padding-bottom: 10px;
padding-left: 25px;
padding-right: 25px;
}
.order-card i {
font-size: 26px;
}
.f-left {
float: left;
}
.f-right {
float: right;
}
.m-b-1{
margin-top: 0;
margin-bottom: 5px;
}
</style>
<div class="tab-pane fade" 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-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>
<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-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>
<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>
<div class="status_tile" style="display: none; position: relative; bottom: 15px;">
<a href="#" onclick="hide_and_show_tile(2)" >show all pending Tile</a>
</div>
<div class="row">
</div>
</div>
<script>
function hide_and_show_tile(type) {
if (type == 1) {
$('.leadTypeTile').hide();
$('.status_tile').show();
} else {
$('.leadTypeTile').show();
$('.status_tile').hide();
}
}
</script>