MERGE_UAT_BUG_FIXES
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Ubuntu
commit
42299b89a1
@ -726,6 +726,7 @@ $routes->group("employeeRest", ["filter" => ['GlobalPostFileUploadGuard', 'ratel
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$routes->get("deleteDependence", "EmployeeRestController::deleteDependence");
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$routes->get("getEmployeeAndDependenceByClientId", "EmployeeRestController::getEmployeeAndDependenceByClientId");
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$routes->get("getClientPolicy", "EmployeeRestController::getClientPolicy");
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$routes->get("getClientRM", "EmployeeRestController::getClientRM");
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$routes->get("getAddOnPolicy", "EmployeeRestController::getAddOnPolicy");
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$routes->post("iAgreeForAddOn", "EmployeeRestController::iAgreeForAddOn");
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$routes->get("exportDataByClientPolicyId", "EmployeeRestController::exportDataByClientPolicyId");
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@ -1643,6 +1643,53 @@ class EmployeeRestController extends AdminController
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}
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}
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public function getClientRM()
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{
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try {
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$client_id = $this->request->getGet('client_id');
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if (empty($client_id)) {
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return $this->respond(['status' => 'failed', 'code' => 400, 'message' => 'client_id is required'], 200);
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}
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$clientRmRecords = $this->clientRMModel
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->select('client_rm.level, user_profiles.first_name, user_profiles.email, user_profiles.mobile')
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->join('user_profiles', 'user_profiles.id = client_rm.user_id')
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->where('md5(client_rm.client_id)', $client_id)
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->where('client_rm.is_active', 1)
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->whereIn('client_rm.level', [1, 3])
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->findAll();
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$level_1 = [];
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$level_2 = [];
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foreach ($clientRmRecords as $record) {
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$user = [
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'first_name' => $record['first_name'],
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'email' => $record['email'],
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'mobile' => $record['mobile'],
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];
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if ((int) $record['level'] === 3) {
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$level_1[] = $user;
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} else {
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$level_2[] = $user;
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}
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}
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return $this->respond([
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'status' => 'success',
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'code' => 200,
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'data' => [
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'level_1' => $level_1,
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'level_2' => $level_2,
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],
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], 200);
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} catch (\Exception $e) {
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return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $e->getMessage()], 500);
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}
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}
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public function getAddOnPolicy()
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{
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try {
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@ -2264,6 +2311,11 @@ class EmployeeRestController extends AdminController
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client_policy.inception_type as inception_type,
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client_policy.policy_no as policy_no,
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client_policy.insurer_id as insurer_id,
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client_policy.policy_terms,
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insurers.name as insurer_name,
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tpa.name as tpa_name,
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tpa.short_name as tpa_short_name,
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insurers.short_name as insurer_short_name,
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DATE_FORMAT(client_policy.policy_start_date, '%d-%m-%Y') AS policy_start_date,
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DATE_FORMAT(client_policy.policy_end_date, '%d-%m-%Y') AS policy_expiry_date,
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clients.client_logo as client_logo,
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@ -2278,6 +2330,8 @@ class EmployeeRestController extends AdminController
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", false)
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->join('clients', 'clients.id = client_policy.client_id', 'left')
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->join('policy_type', 'policy_type.id = client_policy.policy_type_id', 'left')
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->join('insurers', 'insurers.id = client_policy.insurer_id', 'left')
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->join('tpa', 'tpa.id = client_policy.tpa_id', 'left')
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->where('md5(client_policy.client_id)', $this->request->getGet('client_id'))
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->where('client_policy.client_branch_id', $this->request->getGet('client_branch_id'))
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->where('client_policy.is_active', 1)
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@ -2316,6 +2370,26 @@ class EmployeeRestController extends AdminController
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$value['is_ecard_bulk_download'] = 0;
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$value['is_ecard_bulk_download_for_employee'] = 0;
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$terms = json_decode($value['policy_terms'], true) ?? [];
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if ($value['policy_type_id'] == 1) {
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$policyGroup = 'gpa';
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} elseif (in_array($value['policy_type_id'], [6, 7, 72])) {
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$policyGroup = 'other';
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} else {
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$policyGroup = 'gmc';
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}
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$value['policy_terms'] = isset($terms['enrollment_display_key']) && ! empty($terms['enrollment_display_key'])
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? $terms['enrollment_display_key']
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: $this->policyTermsFiter($terms, $policyGroup);
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$sumInsuredLabel = in_array($value['policy_type_id'], [1, 6, 7]) ? 'Sum Assured' : 'Sum Insured';
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$sumInsuredValue = $terms['sum_insured'] ?? ($terms['sumInsured2'] ?? null);
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if ($sumInsuredValue !== null && $sumInsuredValue !== '') {
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if (! array_key_exists($sumInsuredLabel, $value['policy_terms'])) {
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$value['policy_terms'] = array_merge([$sumInsuredLabel => $sumInsuredValue], $value['policy_terms']);
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}
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}
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array_push($result, $value);
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}
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@ -2218,7 +2218,7 @@ body[data-sidebar-size="condensed"] .footer {
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<ul class="nav-third-level">
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<?php if (
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in_array(POS_TEAM_ID, user_team()) // Case 4: Role Any + Must be in POS Team (global guard)
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&& (
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||(
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in_array(get_role_id(), [1, 5]) // Case 1: Role 1 or 5
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|| (in_array(get_role_id(), [4]) && in_array(FINANCE_TEAM_ID, user_team())) // Case 2: Role 4 + Finance Team
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|| in_array(MANAGEMENT_TEAM_ID, user_team()) // Case 3: Role Any + Management Team
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211
get-client-rm-api.md
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211
get-client-rm-api.md
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@ -0,0 +1,211 @@
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# Get Client RM API
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Returns Level 1 (Account Manager) and Level 2 (Head) contact details for a client.
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**Controller:** `EmployeeRestController::getClientRM`
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**Method:** `GET`
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---
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## Endpoint
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```
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GET /employeeRest/getClientRM
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```
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---
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## Authentication
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**JWT token is required.** This endpoint is available only in the authenticated route group.
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| Filter | Description |
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|--------|-------------|
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| `ratelimit` | Rate limiting |
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| `appSignature` | App signature validation |
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| `authJWT` | JWT token validation |
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### Required Headers
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| Header | Required | Description |
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|--------|----------|-------------|
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| `App-Signature` | Yes | Must match server `APP_SIGNATURE` from `.env` |
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| `Authorization` | Yes | JWT token in format `Bearer <token>` |
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### Example Headers
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```
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App-Signature: <your_app_signature>
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Authorization: Bearer <jwt_token>
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```
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---
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## Query Parameters
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| Parameter | Type | Required | Description |
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|-----------|------|----------|-------------|
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| `client_id` | string | Yes | MD5 hash of the client ID (32-character hex string) |
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### Example Request
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```
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GET /employeeRest/getClientRM?client_id=5d41402abc4b2a76b9719d911017c592
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```
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**Note:** Pass the MD5 hash of the numeric client ID, not the raw client ID.
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Example:
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```
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MD5(123) = 202cb962ac59075b964b07152d234b70
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```
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```
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GET /employeeRest/getClientRM?client_id=202cb962ac59075b964b07152d234b70
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```
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---
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## Success Response
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**HTTP Status:** `200`
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```json
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{
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"status": "success",
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"code": 200,
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"data": {
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"level_1": [
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{
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"first_name": "John",
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"email": "john@example.com",
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"mobile": "9876543210"
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}
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],
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"level_2": [
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{
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"first_name": "Jane",
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"email": "jane@example.com",
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"mobile": "9123456789"
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}
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]
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}
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}
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```
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---
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## Response Fields
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| Key | Type | Description |
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|-----|------|-------------|
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| `status` | string | `success` or `failed` |
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| `code` | integer | Response code |
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| `data.level_1` | array | Account Manager contact list |
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| `data.level_2` | array | Head contact list |
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| `first_name` | string | RM name |
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| `email` | string | RM email |
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| `mobile` | string | RM mobile number |
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If no RM is assigned for a level, the corresponding array will be empty (`[]`).
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---
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## Level Mapping
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| Response Key | Role | `client_rm.level` in DB |
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|--------------|------|-------------------------|
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| `level_1` | Account Manager | `3` |
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| `level_2` | Head | `1` |
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**Notes:**
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- Only active records are returned (`client_rm.is_active = 1`).
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- Manager (DB level `2`) is not included in this API.
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- `level_1` can contain multiple Account Managers.
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---
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## Error Responses
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### Missing `client_id`
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**HTTP Status:** `200`
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```json
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{
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"status": "failed",
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"code": 400,
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"message": "client_id is required"
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}
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```
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### Missing Token
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**HTTP Status:** `403`
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```json
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{
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"status": 403,
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"message": "Access Forbidden"
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}
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```
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### Invalid or Expired Token
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**HTTP Status:** `401`
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```json
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{
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"status": 401,
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"message": "Token is Invalid"
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}
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```
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```json
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{
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"status": 401,
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"message": "Token expired"
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}
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```
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### Invalid App Signature
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**HTTP Status:** `403`
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```json
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{
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"status": false,
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"message": "Forbidden: Invalid App Signature"
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}
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```
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### Server Error
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**HTTP Status:** `500`
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```json
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{
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"status": "failed",
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"code": 500,
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"data": "Error message"
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}
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```
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---
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## Route Registration
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Defined in `app/Config/Routes.php` (authenticated group only):
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```php
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$routes->group("employeeRest", ["filter" => ['GlobalPostFileUploadGuard', 'ratelimit', 'appSignature', 'authJWT']], function ($routes) {
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$routes->get("getClientRM", "EmployeeRestController::getClientRM");
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});
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```
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---
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## Source
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Implementation: `app/Controllers/EmployeeRestController.php` → `getClientRM()`
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@ -38,6 +38,13 @@
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return false;
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}
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var name = (el.name || '').toLowerCase();
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var id = (el.id || '').toLowerCase();
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if (name === 'policy_holder_name' || id === 'policy_holder_name' ||
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name === 'family_name[]' || name === 'client_name' || name === 'name') {
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return false;
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}
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var type = (el.type || '').toLowerCase();
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if (type === 'file' || type === 'checkbox' || type === 'radio' || type === 'password' || type === 'email' || type === 'url' || type === 'submit' || type === 'button' || type === 'reset') {
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return false;
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