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MERGE_UAT_BUG_FIXES

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Ubuntu 2026-07-13 18:34:34 +05:30
commit 42e7e7b65e
12 changed files with 623 additions and 322 deletions
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2
app/Config/Routes.php
View File

@ -116,6 +116,8 @@ $routes->group("/user", ["filter" => "authMVC"], function ($routes) {
$routes->group("/dashboard", ["filter" => "authMVC"], function ($routes) {
$routes->get("view", "DashboardController::dashboard");
$routes->get("claims-dash", "DashboardController::claimsDashFragment");
$routes->get("leads-dash", "DashboardController::leadsDashFragment");
$routes->get('get-notification', 'DashboardController::getDashboardNotifications');
$routes->get('acknowledge-notification/(:segment)', 'DashboardController::acknowledgeMessage/$1');
$routes->get('get-pending-action', 'PendingActionsController::getPendingActions');

16
app/Controllers/ClientController.php
View File

@ -2994,20 +2994,20 @@ class ClientController extends AdminController
$base_policy = $sanitized_post_data['base_policy'] ?? null;
$insurerValue = (string) $sanitized_post_data['insurer'] ?? null;
$insurerValue = (string) ($sanitized_post_data['insurer'] ?? '');
list($insurerBranchId, $insurerId) = explode('-', $insurerValue);
$sanitized_post_data['insurer_branch_id'] = $insurerBranchId;
$sanitized_post_data['insurer_id'] = $insurerId;
$tpaValue = (string) $sanitized_post_data['tpa'] ?? null;
$tpaValue = (string) ($sanitized_post_data['tpa'] ?? '');
if ($tpaValue === null || $tpaValue === '') {
if ($tpaValue === '') {
$tpaBranchId = null;
$tpaId = null;
} else {
list($tpaBranchId, $tpaId) = explode('-', $tpaValue);
list($tpaBranchId, $tpaId) = array_pad(explode('-', $tpaValue, 2), 2, null);
}
@ -3197,15 +3197,15 @@ class ClientController extends AdminController
$base_policy = $sanitized_post_data['base_policy'] ?? null;
$insurerValue = (string) $sanitized_post_data['insurer'];
$insurerValue = (string) ($sanitized_post_data['insurer'] ?? '');
list($insurerBranchId, $insurerId) = explode('-', $insurerValue);
$sanitized_post_data['insurer_branch_id'] = $insurerBranchId ?? null;
$sanitized_post_data['insurer_id'] = $insurerId ?? null;
$tpaValue = (string) $sanitized_post_data['tpa'] ?? null;
if (!empty($tpaValue) || $tpaValue !== '') {
list($tpaBranchId, $tpaId) = explode('-', $tpaValue);
$tpaValue = (string) ($sanitized_post_data['tpa'] ?? '');
if ($tpaValue !== '') {
list($tpaBranchId, $tpaId) = array_pad(explode('-', $tpaValue, 2), 2, null);
} else {
$tpaBranchId = null;
$tpaId = null;

160
app/Controllers/DashboardController.php
View File

@ -191,105 +191,101 @@ class DashboardController extends AdminController
public function dashboard()
{
$data = [];
$roleId = get_role_id();
$teams = 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()))) {
$showPending = in_array($roleId, [1, 2, 3, 5]);
$showClaims = ($roleId == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID, $teams)) || in_array($roleId, [1, 5]);
$showLeads = ($roleId == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID, $teams)) || in_array($roleId, [1, 5]);
$db = db_connect();
$sql = "SELECT
clients.id AS client_id,
clients.client_name,
clients.short_name,
client_branch.id AS client_branch_id,
client_branch.branch_name,
client_branch.branch_code,
COUNT(employees.id) AS total_employees,
SUM(CASE WHEN employees.emp_status = 'draft' THEN 1 ELSE 0 END) AS draft_count,
SUM(CASE WHEN employees.emp_status IN ('enrolled', 'active') THEN 1 ELSE 0 END) AS enrolled_count,
SUM(CASE WHEN auth_history.user_id IS NOT NULL THEN 1 ELSE 0 END) AS logged_in_count,
SUM(CASE WHEN auth_history.user_id IS NULL THEN 1 ELSE 0 END) AS not_logged_in_count,
CASE
WHEN EXISTS (
SELECT 1 FROM client_policy
WHERE client_policy.client_branch_id = client_branch.id
AND client_policy.is_active = 1
AND client_policy.open_for_enrollment = 1
) THEN 1
ELSE 0
END AS open_or_close_enrollment
FROM clients
LEFT JOIN client_branch ON clients.id = client_branch.client_id
LEFT JOIN employees ON client_branch.id = employees.client_branch_id
LEFT JOIN (
SELECT user_id, user_type
FROM auth_history
WHERE user_type = 'employee'
GROUP BY user_id
) AS auth_history ON employees.id = auth_history.user_id
WHERE employees.relationship = 'Self'
AND employees.emp_status IN ('draft', 'enrolled', 'active')
AND employees.is_active = 1
AND clients.is_active = 1
AND client_branch.is_active = 1
GROUP BY clients.id, client_branch.id";
$query = $db->query($sql);
$results = $query->getResultArray();
$pendingActionsController = new PendingActionsController;
$pendingActionsData = $pendingActionsController->getPendingActionsForDashBoard();
//BDS dashboard data
// $businessTeamData = $this->policyTransactionModel->getBusinessReportList();
// $financeTeamData = $this->policyTransactionModel->getFinanceReportList();
// $businessTeamStatusData = $this->data_construct_for_bds($businessTeamData);
// $financeTeamStatusData = $this->data_construct_for_bds($financeTeamData);
$businessTeamData = [];
$financeTeamData = [];
$businessTeamStatusData = [];
$financeTeamStatusData = [];
$data['client_branch_emp_list'] = $results;
$session = \Config\Services::session();
// $session->set('enrollment_data', json_encode($data));
$data['pendingActionsData'] = $pendingActionsData;
$data['businessTeamCount'] = count($businessTeamData) ?? 0;
$data['financeTeamCount'] = count($financeTeamData) ?? 0;
$data['businessTeamStatusData'] = $businessTeamStatusData;
$data['financeTeamStatusData'] = $financeTeamStatusData;
$data['policyStatus'] = $this->policyStatus;
$data['colorShades'] = $this->colorShades;
if ($showPending) {
$defaultPane = 'pending';
} elseif ($showClaims) {
$defaultPane = 'claims';
} elseif ($showLeads) {
$defaultPane = 'leads';
} else {
$defaultPane = null;
}
if ((get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])){
if ($showPending) {
$pendingActionsController = new PendingActionsController();
$data['pendingActionsData'] = $pendingActionsController->getPendingActionsForDashBoard();
$data['businessTeamCount'] = 0;
$data['financeTeamCount'] = 0;
$data['businessTeamStatusData'] = [];
$data['financeTeamStatusData'] = [];
$data['policyStatus'] = $this->policyStatus;
$data['colorShades'] = $this->colorShades;
}
// Only the default tab loads with the page; other tabs fetch on click.
$data['lazy_load_claims'] = $showClaims && $defaultPane !== 'claims';
$data['lazy_load_leads'] = $showLeads && $defaultPane !== 'leads';
if ($showClaims && !$data['lazy_load_claims']) {
$data['claim_data'] = $this->getClaimData();
$data['colorShades'] = $this->colorShades;
$data['colorShades'] = $this->colorShades;
}
if ((get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])){
if ($showLeads && !$data['lazy_load_leads']) {
$data['lead_data'] = $this->leadModel->getDashData();
$data['bds_renewal'] = $this->policyTransactionModel->getBDSRenewalData();
$data['colorShades'] = $this->colorShades;
$data['colorShades'] = $this->colorShades;
}
// dd(get_role_id(),user_team());
// dd($data);
$data['tab_name'] = 'Dashboard';
$data['page_name'] = 'Dashboard';
echo view('layout/header', $data);
echo view('layout/header', $data);
echo view('DashBoard', $data);
echo view('layout/footer');
}
/**
* HTML fragment for Claims dashboard tab (loaded on tab click).
*/
public function claimsDashFragment()
{
$roleId = get_role_id();
$teams = user_team();
$allowed = ($roleId == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID, $teams)) || in_array($roleId, [1, 5]);
if (!$allowed) {
return $this->response->setStatusCode(403)->setBody('Forbidden');
}
$data = [
'claim_data' => $this->getClaimData(),
'colorShades' => $this->colorShades,
'dash_claims_pane_active' => 'active show',
];
return $this->response->setBody(view('claims_dash', $data));
}
/**
* HTML fragment for Leads / BDS Renewals dashboard tab (loaded on tab click).
*/
public function leadsDashFragment()
{
$roleId = get_role_id();
$teams = user_team();
$allowed = ($roleId == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID, $teams)) || in_array($roleId, [1, 5]);
if (!$allowed) {
return $this->response->setStatusCode(403)->setBody('Forbidden');
}
$data = [
'lead_data' => $this->leadModel->getDashData(),
'bds_renewal' => $this->policyTransactionModel->getBDSRenewalData(),
'colorShades' => $this->colorShades,
'dash_leads_pane_active' => 'active show',
];
return $this->response->setBody(view('leads_dash', $data));
}
public function getClaimData()
{

375
app/Controllers/PendingActionsController.php
View File

@ -97,115 +97,292 @@ class PendingActionsController extends AdminController
return $data;
}
//for only COUNT
/**
* Dashboard counts only — avoids loading full pending-action rowsets.
* Cached briefly so repeated dashboard hits don't re-run heavy aggregations.
*/
public function getPendingActionsForDashBoard()
{
$tpa = $this->getPendingActionForTPAIDEmpty();
$uhid = $this->getPendingActionForUHIDEmpty();
$deletion = $this->getPendingActionForDeletion();
$inception = $this->getPendingActionForInception();
$ticketData = $this->getTicketsDataForDashBoard();
$correction = $this->getPendingActionForCorrection();
$si_enhancement = $this->getPendingActionForSIEnhancement();
$PolicyRenewalData = $this->getPolicyRenewalDataForAllClient();
$uhid_export_count = [];
$uhid_not_export_count = [];
foreach ($uhid as $value) {
if($value['batch_export_count'] == 1){
$uhid_export_count[] = $value['batch_export_count'];
}else{
$uhid_not_export_count[] = $value['batch_export_count'];
}
}
$tpa_export_count = [];
$tpa_not_export_count = [];
foreach ($tpa as $value) {
if($value['batch_export_count'] == 1){
$tpa_export_count[] = $value['batch_export_count'];
}else{
$tpa_not_export_count[] = $value['batch_export_count'];
}
}
$deletion_export_count = [];
$deletion_not_export_count = [];
foreach ($deletion as $value) {
if($value['batch_export_count'] == 1){
$deletion_export_count[] = $value['batch_export_count'];
}else{
$deletion_not_export_count[] = $value['batch_export_count'];
}
}
$correction_export_count = [];
$correction_not_export_count = [];
foreach ($correction as $value) {
if($value['batch_export_count'] == 1){
$correction_export_count[] = $value['batch_export_count'];
}else{
$correction_not_export_count[] = $value['batch_export_count'];
}
}
$si_export_count = [];
$si_not_export_count = [];
foreach ($si_enhancement as $value) {
if($value['batch_export_count'] == 1){
$si_export_count[] = $value['batch_export_count'];
}else{
$si_not_export_count[] = $value['batch_export_count'];
}
$cache = \Config\Services::cache();
$cacheKey = 'dashboard_pending_actions_counts_v2';
$cached = $cache->get($cacheKey);
if (is_array($cached)) {
return $cached;
}
// dd($uhid_export_count, $tpa_export_count ,$deletion_export_count, $correction_export_count, $si_export_count, $ticketData, $inception, $si_enhancement, $correction, $deletion, $tpa, $uhid, $PolicyRenewalData);
$inception = count($inception);
$correction = count($correction);
$si_enhancement = count($si_enhancement);
$deletion = count($deletion);
$tpa = count($tpa);
$uhid = count($uhid);
$PolicyRenewalData = count($PolicyRenewalData);
$ticketData = count($ticketData);
$uhid_export_count = count($uhid_export_count);
$tpa_export_count = count($tpa_export_count);
$deletion_export_count = count($deletion_export_count);
$correction_export_count = count($correction_export_count);
$si_export_count = count($si_export_count);
$uhid_not_export_count = count($uhid_not_export_count);
$tpa_not_export_count = count($tpa_not_export_count);
$deletion_not_export_count = count($deletion_not_export_count);
$correction_not_export_count = count($correction_not_export_count);
$si_not_export_count = count($si_not_export_count);
// dd($inception, $si_enhancement, $correction, $deletion, $tpa, $uhid, $PolicyRenewalData);
$uhidCounts = $this->countPendingUhidForDashboard();
$tpaCounts = $this->countPendingTpaForDashboard();
$correctionCounts = $this->countPendingCorrectionForDashboard();
$deletionCounts = $this->countPendingDeletionForDashboard();
$siCounts = $this->countPendingSiForDashboard();
$data = [
'inception' => $inception,
'correction' => $correction,
'si_enhancement' => $si_enhancement,
'deletion' => $deletion,
'tpa' => $tpa,
'uhid' => $uhid,
'PolicyRenewalData' => $PolicyRenewalData,
'ticketData' => $ticketData,
'uhid_export_count' => $uhid_export_count,
'tpa_export_count' => $tpa_export_count,
'deletion_export_count' => $deletion_export_count,
'correction_export_count' => $correction_export_count,
'si_export_count' => $si_export_count,
'uhid_not_export_count' => $uhid_not_export_count,
'tpa_not_export_count' => $tpa_not_export_count,
'deletion_not_export_count' => $deletion_not_export_count,
'correction_not_export_count' => $correction_not_export_count,
'si_not_export_count' => $si_not_export_count,
'inception' => $this->countPendingInceptionForDashboard(),
'correction' => $correctionCounts['total'],
'si_enhancement' => $siCounts['total'],
'deletion' => $deletionCounts['total'],
'tpa' => $tpaCounts['total'],
'uhid' => $uhidCounts['total'],
'PolicyRenewalData' => $this->countPolicyRenewalForDashboard(),
'ticketData' => $this->countTicketsForDashboard(),
'uhid_export_count' => $uhidCounts['export_count'],
'tpa_export_count' => $tpaCounts['export_count'],
'deletion_export_count' => $deletionCounts['export_count'],
'correction_export_count' => $correctionCounts['export_count'],
'si_export_count' => $siCounts['export_count'],
'uhid_not_export_count' => $uhidCounts['not_export_count'],
'tpa_not_export_count' => $tpaCounts['not_export_count'],
'deletion_not_export_count' => $deletionCounts['not_export_count'],
'correction_not_export_count' => $correctionCounts['not_export_count'],
'si_not_export_count' => $siCounts['not_export_count'],
];
$cache->save($cacheKey, $data, 60);
return $data;
}
private function countPendingInceptionForDashboard(): int
{
// NOT EXISTS avoids scanning employee_polices for every open policy via LEFT JOIN + HAVING.
$sql = "
SELECT COUNT(*) AS cnt
FROM client_policy cp
INNER JOIN clients ON cp.client_id = clients.id
INNER JOIN client_branch cb ON cb.id = cp.client_branch_id
INNER JOIN policy_type ON cp.policy_type_id = policy_type.id
WHERE cp.is_active = 1
AND cp.open_for_enrollment = 1
AND cp.is_addon = 1
AND cp.policy_status = 1
AND cp.inception_type = 1
AND cp.policy_type_id IN (1, 2, 3)
AND NOT EXISTS (
SELECT 1
FROM employee_polices ep
WHERE ep.client_policy_id = cp.id
AND ep.is_active = 1
)
";
return (int) ($this->db->query($sql)->getRowArray()['cnt'] ?? 0);
}
private function countPendingUhidForDashboard(): array
{
// Aggregate batch_files once, then join — correlated COUNT per policy was acceptable but JOIN scales better.
$sql = "
SELECT
COUNT(*) AS total,
SUM(CASE WHEN COALESCE(bf.export_cnt, 0) = 1 THEN 1 ELSE 0 END) AS export_count,
SUM(CASE WHEN COALESCE(bf.export_cnt, 0) != 1 THEN 1 ELSE 0 END) AS not_export_count
FROM (
SELECT ep.client_policy_id
FROM employee_polices ep
INNER JOIN client_policy cp
ON ep.client_policy_id = cp.id
AND cp.is_active = 1
AND cp.policy_status = 1
INNER JOIN clients c ON c.id = cp.client_id
INNER JOIN client_branch cb ON cb.id = cp.client_branch_id
INNER JOIN policy_type ON policy_type.id = cp.policy_type_id
WHERE ep.uhid IS NULL
AND ep.status = 'active'
AND ep.is_active = 1
GROUP BY ep.client_policy_id
) AS pending
LEFT JOIN (
SELECT client_policy_id, COUNT(*) AS export_cnt
FROM batch_files
WHERE actions = 'export'
AND event_type = 'inception'
AND insurer_or_tpa = 'insurer'
GROUP BY client_policy_id
) AS bf ON bf.client_policy_id = pending.client_policy_id
";
return $this->normalizeExportCounts($this->db->query($sql)->getRowArray());
}
private function countPendingTpaForDashboard(): array
{
$sql = "
SELECT
COUNT(*) AS total,
SUM(CASE WHEN COALESCE(bf.export_cnt, 0) = 1 THEN 1 ELSE 0 END) AS export_count,
SUM(CASE WHEN COALESCE(bf.export_cnt, 0) != 1 THEN 1 ELSE 0 END) AS not_export_count
FROM (
SELECT employee_polices.client_policy_id
FROM employee_polices
INNER JOIN client_policy
ON employee_polices.client_policy_id = client_policy.id
AND client_policy.is_active = 1
AND client_policy.policy_status = 1
INNER JOIN clients ON clients.id = client_policy.client_id
INNER JOIN client_branch ON client_branch.id = client_policy.client_branch_id
INNER JOIN policy_type ON policy_type.id = client_policy.policy_type_id
WHERE employee_polices.tpa_id IS NULL
AND employee_polices.uhid IS NOT NULL
AND employee_polices.status = 'active'
AND employee_polices.is_active = 1
GROUP BY employee_polices.client_policy_id
) AS pending
LEFT JOIN (
SELECT client_policy_id, COUNT(*) AS export_cnt
FROM batch_files
WHERE actions = 'export'
AND event_type = 'inception'
AND insurer_or_tpa = 'tpa'
GROUP BY client_policy_id
) AS bf ON bf.client_policy_id = pending.client_policy_id
";
return $this->normalizeExportCounts($this->db->query($sql)->getRowArray());
}
/**
* Start from pending emp_endorsement rows — NOT from all clients with EXISTS
* (EXISTS over every client was hanging for minutes on staging ~500k policies).
*/
private function countPendingCorrectionForDashboard(): array
{
$sql = "
SELECT
COUNT(*) AS total,
SUM(CASE WHEN COALESCE(bf.export_cnt, 0) = 1 THEN 1 ELSE 0 END) AS export_count,
SUM(CASE WHEN COALESCE(bf.export_cnt, 0) != 1 THEN 1 ELSE 0 END) AS not_export_count
FROM (
SELECT e.client_id
FROM emp_endorsement ee
INNER JOIN employees e
ON ee.pk = e.id
AND e.is_active = 1
AND e.emp_status = 'active'
WHERE ee.actions = 'c'
AND ee.is_active = 1
AND ee.status = 'pending'
AND ee.endorsement_id IS NULL
GROUP BY e.client_id
) AS pending
LEFT JOIN (
SELECT client_id, COUNT(*) AS export_cnt
FROM batch_files
WHERE actions = 'export'
AND event_type = 'correction'
AND insurer_or_tpa = 'tpa'
GROUP BY client_id
) AS bf ON bf.client_id = pending.client_id
";
return $this->normalizeExportCounts($this->db->query($sql)->getRowArray());
}
private function countPendingDeletionForDashboard(): array
{
$sql = "
SELECT
COUNT(*) AS total,
SUM(CASE WHEN COALESCE(bf.export_cnt, 0) = 1 THEN 1 ELSE 0 END) AS export_count,
SUM(CASE WHEN COALESCE(bf.export_cnt, 0) != 1 THEN 1 ELSE 0 END) AS not_export_count
FROM (
SELECT cp.client_id
FROM emp_endorsement ee
INNER JOIN employee_polices ep
ON ee.pk = ep.id
AND ep.is_active = 1
AND ep.status = 'active'
INNER JOIN client_policy cp
ON ep.client_policy_id = cp.id
AND cp.is_active = 1
AND cp.policy_status = 1
WHERE ee.actions = 'd'
AND ee.is_active = 1
AND ee.status = 'pending'
AND ee.endorsement_id IS NULL
AND ee.table_name = 'employee_polices'
GROUP BY cp.client_id
) AS pending
LEFT JOIN (
SELECT client_id, COUNT(*) AS export_cnt
FROM batch_files
WHERE actions = 'export'
AND event_type = 'deletion'
AND insurer_or_tpa = 'insurer'
GROUP BY client_id
) AS bf ON bf.client_id = pending.client_id
";
return $this->normalizeExportCounts($this->db->query($sql)->getRowArray());
}
private function countPendingSiForDashboard(): array
{
$sql = "
SELECT
COUNT(*) AS total,
SUM(CASE WHEN COALESCE(bf.export_cnt, 0) = 1 THEN 1 ELSE 0 END) AS export_count,
SUM(CASE WHEN COALESCE(bf.export_cnt, 0) != 1 THEN 1 ELSE 0 END) AS not_export_count
FROM (
SELECT cp.client_id
FROM emp_endorsement ee
INNER JOIN employee_polices ep
ON ee.pk = ep.id
AND ep.is_active = 1
AND ep.status = 'active'
INNER JOIN client_policy cp
ON ep.client_policy_id = cp.id
AND cp.is_active = 1
AND cp.policy_status = 1
WHERE ee.actions = 'si'
AND ee.is_active = 1
AND ee.status = 'pending'
AND ee.endorsement_id IS NULL
GROUP BY cp.client_id
) AS pending
LEFT JOIN (
SELECT client_id, COUNT(*) AS export_cnt
FROM batch_files
WHERE actions = 'export'
AND event_type = 'si_enhancement'
AND insurer_or_tpa = 'tpa'
GROUP BY client_id
) AS bf ON bf.client_id = pending.client_id
";
return $this->normalizeExportCounts($this->db->query($sql)->getRowArray());
}
private function countPolicyRenewalForDashboard(): int
{
return (int) $this->clientPolicyModel
->join('clients', 'clients.id = client_policy.client_id')
->join('client_branch', 'client_branch.id = client_policy.client_branch_id')
->where('client_policy.is_active', 1)
->where('client_policy.policy_status', 0)
->where('clients.is_active', 1)
->where('client_branch.is_active', 1)
->where('client_policy.policy_end_date < DATE_ADD(CURDATE(), INTERVAL 2 MONTH)', null, false)
->countAllResults();
}
private function countTicketsForDashboard(): int
{
return (int) $this->db->table('hdz_tickets')
->join('hdz_status', 'hdz_status.id = hdz_tickets.status')
->where('hdz_status.active', 1)
->where('hdz_tickets.status !=', 5)
->countAllResults();
}
private function normalizeExportCounts(?array $row): array
{
return [
'total' => (int) ($row['total'] ?? 0),
'export_count' => (int) ($row['export_count'] ?? 0),
'not_export_count' => (int) ($row['not_export_count'] ?? 0),
];
}

55
app/Database/bds_report_performance_indexes.sql Normal file
View File

@ -0,0 +1,55 @@
-- BDS report performance indexes
-- Run manually on the application database (e.g. nhance_live).
-- Safe to re-run: each statement checks information_schema before creating.
-- policy_transaction: default 90-day filter + active flag
SET @idx := (
SELECT COUNT(1) FROM information_schema.statistics
WHERE table_schema = DATABASE()
AND table_name = 'policy_transaction'
AND index_name = 'idx_pt_active_created'
);
SET @sql := IF(@idx = 0,
'CREATE INDEX idx_pt_active_created ON policy_transaction (is_active, created_at)',
'SELECT ''idx_pt_active_created already exists'' AS info'
);
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-- pt_co_share_details: join from policy_transaction
SET @idx := (
SELECT COUNT(1) FROM information_schema.statistics
WHERE table_schema = DATABASE()
AND table_name = 'pt_co_share_details'
AND index_name = 'idx_pcsd_pt_active'
);
SET @sql := IF(@idx = 0,
'CREATE INDEX idx_pcsd_pt_active ON pt_co_share_details (pt_id, is_active)',
'SELECT ''idx_pcsd_pt_active already exists'' AS info'
);
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-- co_share_stmt_details: billed/reward aggregate joins
SET @idx := (
SELECT COUNT(1) FROM information_schema.statistics
WHERE table_schema = DATABASE()
AND table_name = 'co_share_stmt_details'
AND index_name = 'idx_cssd_coshare_stmt_active'
);
SET @sql := IF(@idx = 0,
'CREATE INDEX idx_cssd_coshare_stmt_active ON co_share_stmt_details (co_share_id, statement_id, is_active)',
'SELECT ''idx_cssd_coshare_stmt_active already exists'' AS info'
);
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-- insurer_statements: month + invoice filters used by aggregates
SET @idx := (
SELECT COUNT(1) FROM information_schema.statistics
WHERE table_schema = DATABASE()
AND table_name = 'insurer_statements'
AND index_name = 'idx_insq_active_month_invoice'
);
SET @sql := IF(@idx = 0,
'CREATE INDEX idx_insq_active_month_invoice ON insurer_statements (is_active, month, invoice_status)',
'SELECT ''idx_insq_active_month_invoice already exists'' AS info'
);
PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;

172
app/Models/PolicyTransactionModel.php
View File

@ -2186,42 +2186,44 @@
// Increase GROUP_CONCAT limit
$this->db->query("SET SESSION group_concat_max_len = 1000000;");
$builder = $this->db->table('policy_transaction pt');
// NOT EXISTS avoids a self-join that balloons on large policy_transaction tables.
$sql = "
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
FROM policy_transaction pt
WHERE pt.policy_end_date IS NOT NULL
AND pt.is_active = 1
AND (
pt.policy_end_date < CURDATE()
OR pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH)
)
AND NOT EXISTS (
SELECT 1
FROM policy_transaction renewed
WHERE 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
)
";
$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);
$result = $this->db->query($sql)->getResultArray();
$row = $result[0] ?? [
'Expired' => 0,
'Renewal Pending' => 0,
'Expired_ids' => null,
'Renewal_Pending_ids' => null,
];
// 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');
$total = (int) ($row['Expired'] ?? 0) + (int) ($row['Renewal Pending'] ?? 0);
// 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);
$row['Expired_ids'] = $row['Expired_ids'] ?: [];
$row['Renewal Pending_ids'] = $row['Renewal_Pending_ids'] ?: [];
$row['total'] = $total;
$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];
return $row;
}
public function reportBDSNew(
@ -3423,31 +3425,30 @@
}
$main_conditions = '';
function addCondition(&$main_conditions, &$whereAdded, $condition)
{
$addCondition = static function (&$main_conditions, &$whereAdded, $condition) {
if (!$whereAdded) {
$main_conditions .= " WHERE $condition ";
$whereAdded = true;
} else {
$main_conditions .= " AND $condition ";
}
}
};
// 4. Common filters
if ($client_id != 0) {
addCondition($main_conditions, $whereAdded, "client_id = $client_id");
$addCondition($main_conditions, $whereAdded, "client_id = $client_id");
}
if ($insurer_id != 0) {
addCondition($main_conditions, $whereAdded, "insurer_id = $insurer_id");
$addCondition($main_conditions, $whereAdded, "insurer_id = $insurer_id");
}
if ($client_branch_id != 0) {
addCondition($main_conditions, $whereAdded, "client_branch_id = $client_branch_id");
$addCondition($main_conditions, $whereAdded, "client_branch_id = $client_branch_id");
}
if ($insurer_branch_id != 0) {
addCondition($main_conditions, $whereAdded, "insurer_branch_id = $insurer_branch_id");
$addCondition($main_conditions, $whereAdded, "insurer_branch_id = $insurer_branch_id");
}
$sql = "
@ -3590,19 +3591,15 @@
LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
JOIN clients c ON c.id = pt.client_id
LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
LEFT JOIN client_policy cp ON pt.client_policy_id = cp.id
LEFT JOIN user_profiles up ON pt.created_by = up.id
LEFT JOIN vehicle v ON pt.vehicle_id = v.id
LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
LEFT JOIN insurer_branch ib ON pcsd.insurer_branch_id = ib.id
LEFT JOIN tpa ON pt.tpa_id = tpa.id
LEFT JOIN tpa_branch tb ON pt.tpa_branch_id = tb.id
LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
LEFT JOIN user_profiles se ON pt.serviced_by = se.id
LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id
LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
@ -3698,21 +3695,7 @@
0 AS reward,
COALESCE((
SELECT SUM(
COALESCE(cs.actual_bp_brokerage_amt,0) +
COALESCE(cs.actual_tp_brokerage_amt,0) +
COALESCE(cs.actual_tep_brokerage_amt,0)
)
FROM co_share_stmt_details cs
JOIN insurer_statements i ON cs.statement_id = i.id
WHERE cs.co_share_id = pcsd.id
AND i.invoice_status IS NOT NULL
AND i.month = insq.month
AND i.is_active = 1
AND cs.is_active = 1
GROUP BY pt.policy_no, i.month, pcsd.insurer_id
),0) AS billed_amt,
COALESCE(MAX(bds_billed.billed_amt), 0) AS billed_amt,
CASE
WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
@ -3774,27 +3757,40 @@
LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
LEFT JOIN co_share_stmt_details cssd ON pcsd.id = cssd.co_share_id
LEFT JOIN insurer_statements insq ON cssd.statement_id = insq.id
INNER JOIN (
SELECT
cs.co_share_id,
i.month,
SUM(
COALESCE(cs.actual_bp_brokerage_amt, 0) +
COALESCE(cs.actual_tp_brokerage_amt, 0) +
COALESCE(cs.actual_tep_brokerage_amt, 0)
) AS billed_amt
FROM co_share_stmt_details cs
JOIN insurer_statements i ON cs.statement_id = i.id
WHERE i.invoice_status IS NOT NULL
AND i.is_active = 1
AND cs.is_active = 1
GROUP BY cs.co_share_id, i.month
HAVING billed_amt <> 0
) bds_billed ON bds_billed.co_share_id = pcsd.id
AND bds_billed.month = insq.month
JOIN clients c ON c.id = pt.client_id
LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
LEFT JOIN client_policy cp ON pt.client_policy_id = cp.id
LEFT JOIN user_profiles up ON pt.created_by = up.id
LEFT JOIN vehicle v ON pt.vehicle_id = v.id
LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
LEFT JOIN insurer_branch ib ON pcsd.insurer_branch_id = ib.id
LEFT JOIN tpa ON pt.tpa_id = tpa.id
LEFT JOIN tpa_branch tb ON pt.tpa_branch_id = tb.id
LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
LEFT JOIN user_profiles se ON pt.serviced_by = se.id
LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id
LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id
WHERE pt.is_active = 1
AND pcsd.is_active = 1
AND cssd.is_active = 1
@ -3885,16 +3881,7 @@
0 AS total_irda_amt_2,
COALESCE((
SELECT SUM(cs.reward)
FROM co_share_stmt_details cs
JOIN insurer_statements i ON cs.statement_id = i.id
WHERE cs.co_share_id = pcsd.id
AND i.month = insq.month
AND i.is_active = 1
AND cs.is_active = 1
GROUP BY pt.policy_no, i.month, pcsd.insurer_id
),0) AS reward,
COALESCE(bds_reward.reward, 0) AS reward,
0 AS billed_amt,
@ -3958,21 +3945,30 @@
LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
LEFT JOIN co_share_stmt_details cssd ON pcsd.id = cssd.co_share_id
LEFT JOIN insurer_statements insq ON cssd.statement_id = insq.id
INNER JOIN (
SELECT
cs.co_share_id,
i.month,
SUM(cs.reward) AS reward
FROM co_share_stmt_details cs
JOIN insurer_statements i ON cs.statement_id = i.id
WHERE i.is_active = 1
AND cs.is_active = 1
GROUP BY cs.co_share_id, i.month
HAVING reward <> 0
) bds_reward ON bds_reward.co_share_id = pcsd.id
AND bds_reward.month = insq.month
JOIN clients c ON c.id = pt.client_id
LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
LEFT JOIN client_policy cp ON pt.client_policy_id = cp.id
LEFT JOIN user_profiles up ON pt.created_by = up.id
LEFT JOIN vehicle v ON pt.vehicle_id = v.id
LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
LEFT JOIN insurer_branch ib ON pcsd.insurer_branch_id = ib.id
LEFT JOIN tpa ON pt.tpa_id = tpa.id
LEFT JOIN tpa_branch tb ON pt.tpa_branch_id = tb.id
LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
LEFT JOIN user_profiles se ON pt.serviced_by = se.id
LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id
LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
@ -4102,17 +4098,19 @@
/**
* Cached processed BDS report list for a given filter set.
* Returns ['rows' => array, 'totals' => array].
*/
public function getCachedBDSReportList(array $filters): array
{
$cacheKey = 'bds_report_v1_' . md5(json_encode($filters));
$cacheKey = 'bds_report_v2_' . md5(json_encode($filters));
$cache = \Config\Services::cache();
$cached = $cache->get($cacheKey);
if (is_array($cached)) {
if (is_array($cached) && isset($cached['rows']) && isset($cached['totals'])) {
return $cached;
}
// Legacy cache entries stored raw row arrays — ignore and rebuild.
$processed = $this->getBDSReportList(
$filters['start_date'] ?? 0,
$filters['end_date'] ?? 0,
@ -4128,9 +4126,14 @@
$filters['where'] ?? []
);
$cache->save($cacheKey, $processed, 300);
$payload = [
'rows' => $processed,
'totals' => $this->calculateBDSReportTotals($processed),
];
return $processed;
$cache->save($cacheKey, $payload, 300);
return $payload;
}
/**
@ -4138,11 +4141,14 @@
*/
public function getBDSReportListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
{
$allRows = $this->getCachedBDSReportList($filters);
$cached = $this->getCachedBDSReportList($filters);
$allRows = $cached['rows'];
$recordsTotal = count($allRows);
$totals = $cached['totals'];
if ($searchValue !== '') {
$allRows = $this->filterBDSReportRowsBySearch($allRows, $searchValue);
$totals = $this->calculateBDSReportTotals($allRows);
}
$recordsFiltered = count($allRows);
@ -4160,7 +4166,7 @@
'recordsTotal' => $recordsTotal,
'recordsFiltered' => $recordsFiltered,
'data' => $pageRows,
'totals' => $this->calculateBDSReportTotals($allRows),
'totals' => $totals,
];
}

45
app/Models/TicketMasterModel.php
View File

@ -878,25 +878,37 @@ class TicketMasterModel extends Model
public function getDashData($claim_statuses, $limit)
{
$finalResults = [];
if (empty($claim_statuses)) {
return $finalResults;
}
foreach ($claim_statuses as $typeId => $statuses) {
// 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
$typeIds = array_map('intval', array_keys($claim_statuses));
// One history aggregate + one ticket pull for all types (was 4 full scans).
$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');
'tm.id = th.ticket_id',
'left'
)
->whereIn('tm.ticket_type_id', $typeIds)
->where('tm.is_active', 1)
->where('tm.claim_status_id IS NOT NULL');
$results = $builder->get()->getResultArray();
$allRows = $builder->get()->getResultArray();
$rowsByType = [];
foreach ($allRows as $row) {
$rowsByType[$row['ticket_type_id']][] = $row;
}
foreach ($claim_statuses as $typeId => $statuses) {
$results = $rowsByType[$typeId] ?? [];
$summary = [
'ticket_type_id' => $typeId,
@ -912,7 +924,6 @@ class TicketMasterModel extends Model
$threshold = date('Y-m-d H:i:s', strtotime("-{$dateLimit} days"));
$ticketIds = [];
// dd($results);
foreach ($results as $row) {
if (
$row['claim_status'] === $status &&
@ -928,17 +939,14 @@ class TicketMasterModel extends Model
}
$total++;
}
}
// Convert ticket IDs array to a comma-separated string
$summary[$alias . '_ids'] = implode(',', $ticketIds);
}
$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'];
@ -946,7 +954,6 @@ class TicketMasterModel extends Model
$finalResults[$typeId] = $summary;
}
// dd($finalResults);
return $finalResults;
}

78
app/Views/DashBoard.php
View File

@ -259,7 +259,7 @@
// $isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team()) ? 'active show' : '';
?> -->
<li class="nav-item d-flex justify-content-center align-items-center ">
<a href="#leads-dash-tab " data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-1 dash-anchor nav-dash" id="leads_tab" >
<a href="#leads-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-1 dash-anchor nav-dash" id="leads_tab" >
<img src="<?= base_url() . "public"; ?>/assets/images/inactive_leads_and_bds_renewal.png" alt="Logo" height="14" class="inactive_leads">
<img src="<?= base_url() . "public"; ?>/assets/images/active_leads_and_bds_renewal.png" alt="Logo" height="14"
class="active_leads " style="display:none;">
@ -277,14 +277,28 @@
<div class="tab-content tab-content-styles">
<?php if ((get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
<?php include("claims_dash.php") ?>
<?php if (!empty($lazy_load_claims)) : ?>
<div class="tab-pane fade <?= $dash_claims_pane_active ?>" id="claims-dash-tab"
data-dash-lazy-url="<?= esc(base_url('dashboard/claims-dash'), 'attr') ?>">
<div class="text-center p-5 text-muted dash-lazy-placeholder">Click to load claims…</div>
</div>
<?php else : ?>
<?php include("claims_dash.php") ?>
<?php endif; ?>
<?php endif; ?>
<?php if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
<!-- <?php //include('bds_dash.php'); ?> -->
<?php } ?>
<?php if ((get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
<?php include("leads_dash.php") ?>
<?php if (!empty($lazy_load_leads)) : ?>
<div class="tab-pane fade <?= $dash_leads_pane_active ?>" id="leads-dash-tab"
data-dash-lazy-url="<?= esc(base_url('dashboard/leads-dash'), 'attr') ?>">
<div class="text-center p-5 text-muted dash-lazy-placeholder">Click to load opportunities…</div>
</div>
<?php else : ?>
<?php include("leads_dash.php") ?>
<?php endif; ?>
<?php endif; ?>
<?php if(in_array(get_role_id(), [1,2,3,5])) { ?>
@ -307,6 +321,64 @@
<script>
$(document).ready(function(){
function injectDashTabHtml($pane, html) {
var nodes = $.parseHTML(html, document, true) || [];
var $nodes = $(nodes);
var styles = $nodes.filter('style').add($nodes.find('style'));
styles.each(function () {
var css = this.textContent || '';
if (css && !$('style[data-dash-lazy-css="' + $pane.attr('id') + '"]').length) {
$('<style>', { 'data-dash-lazy-css': $pane.attr('id'), text: css }).appendTo('head');
}
});
var $newPane = $nodes.filter('.tab-pane').add($nodes.find('.tab-pane')).first();
var innerHtml = $newPane.length ? $newPane.html() : html;
$pane
.removeAttr('data-dash-lazy-url')
.html(innerHtml)
.addClass('active show');
}
function loadDashTabOnDemand($pane) {
var url = $pane.attr('data-dash-lazy-url');
if (!url || $pane.data('dash-lazy-loading')) {
return;
}
$pane.data('dash-lazy-loading', true);
$pane.html('<div class="text-center p-5 text-muted dash-lazy-placeholder">Loading…</div>');
$.ajax({
url: url,
method: 'GET',
dataType: 'html',
timeout: 120000
}).done(function (html) {
injectDashTabHtml($pane, html);
}).fail(function (xhr) {
$pane.data('dash-lazy-loading', false);
$pane.attr('data-dash-lazy-url', url);
var msg = 'Failed to load (' + (xhr.status || 'timeout') + '). Click the tab again to retry.';
$pane.html('<div class="text-center p-5 text-danger dash-lazy-placeholder">' + msg + '</div>');
});
}
// Load tab data when the user clicks Claims / Opportunities.
$(document).on('click', '#claims_tab, #leads_tab', function () {
var target = ($(this).attr('href') || '').trim();
if (!target) {
return;
}
var $pane = $(target);
if ($pane.length && $pane.attr('data-dash-lazy-url')) {
loadDashTabOnDemand($pane);
}
});
// If Claims/Leads is the default visible pane, load it once after paint.
$('.tab-pane.active[data-dash-lazy-url]').each(function () {
loadDashTabOnDemand($(this));
});
$('.nav-link').click(function(){
//image of tabs by default inactive before particular click

19
app/Views/claims_dash.php
View File

@ -197,12 +197,9 @@
</div>
<div class="row d-flex align-items-center">
<div class="goBack" style="padding-left: 25px;">
<a href="#" onclick="hideAndShowTile('2')" ><b><i class="mdi mdi-chevron-left mdi-36px chevron-left-dash"></i></b> </a>
</div>
<div class="goBack" style="display: none;padding-left: 15px;">
<a href="#" id="current_tile">Current Tile : </a>
<div class="row d-flex align-items-center">
<div class="goBack" style="display: none; padding-left: 25px;">
<a href="#" onclick="hideAndShowTile('2')" title="Back"><b><i class="mdi mdi-chevron-left mdi-36px chevron-left-dash"></i></b></a>
</div>
</div>
<br>
@ -317,16 +314,6 @@
$('.claimTypeTile').hide();
$('.claimStatusTitle_'+claimType).show();
if (claimType == 1) {
$('#current_tile').text(" GMC");
} else if (claimType == 2) {
$('#current_tile').text(" GPA");
} else if (claimType == 3) {
$('#current_tile').text(" EDLI");
} else if (claimType == 4) {
$('#current_tile').text(" GTLI");
}
}
}

8
app/Views/client_policy.php
View File

@ -751,6 +751,8 @@ input:checked + .slider_blue::before {
$('.loader-mask').fadeIn();
var formData = new FormData($('#policy_form')[0]);
// TPA is optional for GPA and some other policy types; ensure the key is always posted
formData.set('tpa', $('#tpa').val() || '');
['policy_start_date', 'policy_end_date', 'open_date', 'close_date'].forEach(function(fieldName) {
var val = formData.get(fieldName);
if (val) {
@ -2056,7 +2058,11 @@ input:checked + .slider_blue::before {
if(res.status == true){
$('#insurer').val(res.data.insurer_branch_id + '-' + res.data.insurer_id).change();
$('#tpa').val(res.data.tpa_branch_id + '-' + res.data.tpa_id).change();
var baseTpaValue = '';
if (res.data.tpa_branch_id && res.data.tpa_id) {
baseTpaValue = res.data.tpa_branch_id + '-' + res.data.tpa_id;
}
$('#tpa').val(baseTpaValue).change();
$('#policy_no').val(res.data.policy_no).change();
// $('#open_date').val(rearrangeDateFormat(res.data.open_date)).change();
// $('#close_date').val(rearrangeDateFormat(res.data.close_date)).change();

13
app/Views/leads_dash.php
View File

@ -188,12 +188,9 @@
<div class="row d-flex align-items-center">
<div class="status_tile" style="padding-left: 25px;">
<a href="#" onclick="hide_and_show_tile('2')" ><b><i class="mdi mdi-chevron-left mdi-36px chevron-left-dash"></i></b> </a>
</div>
<div class="status_tile" style="padding-left: 15px;">
<a href="#" id="main_tile">Current Tile : </a>
<div class="row d-flex align-items-center">
<div class="status_tile" style="display: none; padding-left: 25px;">
<a href="#" onclick="hide_and_show_tile('2')" title="Back"><b><i class="mdi mdi-chevron-left mdi-36px chevron-left-dash"></i></b></a>
</div>
</div>
<br>
@ -344,13 +341,9 @@
if (type == 1 && leadType != null && leadType == 1) {
$('.leadStatusTitle_1').show();
$('#main_tile').text("Opportunities");
}
if (type == 1 && leadType != null && leadType == 2) {
$('.leadStatusTitle_2').show();
$("#main_tile").text(" BDS Renewals");
}
}

2
app/Views/report_bds.php
View File

@ -79,7 +79,7 @@
</div>
<div class="badge-container">
Total Policy Count: <span class="text-primary"><?= $policy_count ?? 0 ?></span>
Total Policy Count: <span class="text-primary" id="total_policy_count"><?= $policy_count ?? 0 ?></span>
</div>
</div>