@@ -219,6 +298,20 @@
let policyListByClient = null;
let client_list = null;
+ $(function () {
+ $('[data-toggle="tooltip"]').tooltip();
+ });
+
+ document.querySelectorAll('.custom-tooltip').forEach(function(tooltip) {
+ tooltip.addEventListener('mouseenter', function() {
+ var icon = this.querySelector('.info-icon');
+ var tip = this.querySelector('.tooltiptext');
+ var rect = icon.getBoundingClientRect();
+ tip.style.left = rect.left + 'px';
+ tip.style.top = (rect.top - tip.offsetHeight - 10) + 'px';
+ });
+ });
+
$(document).ready(function() {
getClientAndBranchAndPolicy();
@@ -232,10 +325,17 @@
let client_id = $('#client_id').val() ?? null;
let client_policy_id = $('#client_policy_id').val() ?? null;
+ let tpa_id = $('#tpa_id').val() ?? null;
if(client_id){
+
if(!client_policy_id){
- toastr.warning('Please select the client policy', 'Warning');
+ toastr.warning('Please select the client policy', 'WARNING');
+ return;
+ }
+
+ if(!tpa_id){
+ toastr.warning('TPA is required', 'WARNING');
return;
}
}
@@ -251,9 +351,15 @@
'application/vnd.oasis.opendocument.spreadsheet'
];
+ if (!fileInput.files.length) {
+ toastr.warning('Please select an Excel file', 'WARNING');
+ return false;
+ }
+
var selectedFile = fileInput.files[0];
+
if (!allowedTypes.includes(selectedFile.type)) {
- alert('Please upload a valid Excel file (.xlsx, .xls, .ods)');
+ toastr.warning('Please upload a valid Excel file (.xlsx, .xls, .ods)', 'WARNING');
return false;
}
@@ -500,6 +606,70 @@
}
+ function downloadTpaErrorFile(file_id) {
+ if (!file_id) {
+ toastr.error('Invalid file reference for error download', 'Error');
+ return;
+ }
+
+ var url = '/' + file_id;
+
+ $.ajax({
+ url: url,
+ type: 'GET',
+ xhrFields: { responseType: 'blob' },
+ success: function (data, status, xhr) {
+ var disposition = xhr.getResponseHeader('Content-Disposition') || '';
+ var contentType = xhr.getResponseHeader('Content-Type') || '';
+
+ // If server sent JSON (error), parse it and show via Toastr
+ if (contentType.indexOf('application/json') !== -1) {
+ var reader = new FileReader();
+ reader.onload = function () {
+ try {
+ var json = JSON.parse(reader.result);
+ var msg = json.message || 'Unable to download error file.';
+ toastr.error(msg, 'Error');
+ } catch (e) {
+ toastr.error('Unable to download error file.', 'Error');
+ }
+ };
+ reader.readAsText(data);
+ return;
+ }
+
+ // Otherwise assume it is Excel and trigger a download
+ var filename = 'tpa_claim_dump_errors_' + file_id + '.xlsx';
+ var match = /filename="?([^"]+)"?/.exec(disposition);
+ if (match && match[1]) {
+ filename = match[1];
+ }
+
+ var blob = new Blob([data], {
+ type: contentType || 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
+ });
+ var link = document.createElement('a');
+ link.href = window.URL.createObjectURL(blob);
+ link.download = filename;
+ document.body.appendChild(link);
+ link.click();
+ document.body.removeChild(link);
+
+ toastr.success('Error file download started', 'Success');
+ },
+ error: function (xhr) {
+ var msg = 'Unable to download error file.';
+ try {
+ var json = JSON.parse(xhr.responseText);
+ if (json.message) {
+ msg = json.message;
+ }
+ } catch (e) {}
+ toastr.error(msg, 'Error');
+ }
+ });
+ }
+
$('.close').click(function(){
$('#modal_body').empty()
let html = `
`
diff --git a/app/Views/daily_report_email_template.php b/app/Views/daily_report_email_template.php
new file mode 100644
index 00000000..0ba7c8ff
--- /dev/null
+++ b/app/Views/daily_report_email_template.php
@@ -0,0 +1,347 @@
+
+
+
+
+
+
+
+
+
+
+
+
+
Date:
+
+
+
Inception & Endorsement (File Upload)
+
+
+
Total Inception
+
+
Employee file uploads marked as inception
+
+
+
Total Endorsement
+
+
All non‑inception successful uploads
+
+
+
+
+
Employee Enrollment
+
+
+
Draft / Enrolled
+
/
+
Employees in draft / enrolled status for the day
+
+
+
Open for Enrollment Policies
+
+
Policies currently open for enrollment
+
+
+
+
+
TPA & Insurer Batch Summary
+
+
+
TPA (Inception / Endorsement)
+
/
+
Successful TPA events
+
+
+
Insurer (Inception / Endorsement)
+
/
+
Successful insurer events
+
+
+
+
+
Sales Funnel & Leads
+
+
+
Opportunities & Won
+
/
+
Total opportunities created vs converted
+
+
+
RFQ (Created / Sent to Insurer)
+
/
+
Movement from opportunity to RFQ
+
+
+
QCR (Created / Sent to Client)
+
/
+
Quotes prepared and shared
+
+
+
Total Leads & Activities
+
/
+
Lead entries and logged touchpoints
+
+
+
+
+
BDS Policy Transactions
+
+
+
Total BDS Transactions
+
+
All policy transactions processed
+
+
+
BDS (Policy / Endorsement)
+
/
+
Split of inceptions vs endorsements
+
+
+
+
+
Claims
+
+
+
Total Claims Registered for the day
+
+
+
+
+
+
+
BDS by Policy Type
+
+
+
+
+ | Policy Type |
+ Count |
+
+
+
+
+
+
+ |
+
+ |
+ |
+
+
+
+
+ |
+ No BDS activity recorded for today.
+ |
+
+
+
+
+
+
+
+
Claim Status Breakdown
+
+ The total claims received so far are listed ticket type-wise.
+
+
+ $total_gmc_status_wise_claim_count ?? [],
+ 'GPA Claims' => $total_gpa_status_wise_claim_count ?? [],
+ 'EDLI Claims' => $total_edli_status_wise_claim_count ?? [],
+ 'GTLI Claims' => $total_gtli_status_wise_claim_count ?? [],
+ ];
+ $hasAnyClaimData = false;
+ ?>
+
+ $rows): ?>
+
+
+
+
+
+
+
+ | Status |
+ Count |
+
+
+
+
+
+ |
+
+ |
+ |
+
+
+
+
+
+
+
+
+
+
+
+
+
+
\ No newline at end of file
diff --git a/app/Views/expense_list.php b/app/Views/expense_list.php
new file mode 100644
index 00000000..2dedb059
--- /dev/null
+++ b/app/Views/expense_list.php
@@ -0,0 +1,586 @@
+
+
+
+
+
+
+
+
+
+
+
+ | S.No |
+ Client |
+ Policy No |
+ Description |
+ Approved By |
+ Amount |
+ Expense Date |
+ Action |
+
+
+
+
+ $row) : ?>
+
+ |
+
+
+
+ |
+ |
+ |
+ |
+ |
+
+
+
+
+ |
+
+
+ |
+
+
+
+
+
+
+
+
+
+
+
+
diff --git a/app/Views/layout/header.php b/app/Views/layout/header.php
index 365caf67..0086c4f5 100755
--- a/app/Views/layout/header.php
+++ b/app/Views/layout/header.php
@@ -1876,6 +1876,17 @@
+
+
+
+
+  . )
/assets/images/expense_icon.png" alt="Logo" height="24">
+ Expense
+
+
+
+
diff --git a/public/assets/images/expense_icon.png b/public/assets/images/expense_icon.png
new file mode 100644
index 00000000..d1cba8e8
Binary files /dev/null and b/public/assets/images/expense_icon.png differ
diff --git a/tests/unit/ExpenseControllerTest.php b/tests/unit/ExpenseControllerTest.php
new file mode 100644
index 00000000..84ea3b29
--- /dev/null
+++ b/tests/unit/ExpenseControllerTest.php
@@ -0,0 +1,399 @@
+value = $value;
+ }
+
+ public static function fromValue($value): self
+ {
+ return new self($value);
+ }
+
+ public function map($callback): self
+ {
+ if ($this->value !== null) {
+ $this->value = $callback($this->value);
+ }
+
+ return $this;
+ }
+
+ public function getOrCall($callback)
+ {
+ return $this->value !== null ? $this->value : $callback();
+ }
+
+ public function getOrThrow($exception)
+ {
+ if ($this->value === null) {
+ throw $exception;
+ }
+
+ return $this->value;
+ }
+ }
+}
+
+namespace App\Filters {
+ use CodeIgniter\Filters\FilterInterface;
+ use CodeIgniter\HTTP\RequestInterface;
+ use CodeIgniter\HTTP\ResponseInterface;
+
+ // Test stubs for application filters to bypass logging, ACL, and security checks during tests.
+
+ class AclFilter implements FilterInterface
+ {
+ public function before(RequestInterface $request, $arguments = null) { return null; }
+ public function after(RequestInterface $request, ResponseInterface $response, $arguments = null) { return; }
+ }
+
+ class HttpRequestLog implements FilterInterface
+ {
+ public function before(RequestInterface $request, $arguments = null) { return null; }
+ public function after(RequestInterface $request, ResponseInterface $response, $arguments = null) { return; }
+ }
+
+ class SecurityInputFilter implements FilterInterface
+ {
+ public function before(RequestInterface $request, $arguments = null) { return null; }
+ public function after(RequestInterface $request, ResponseInterface $response, $arguments = null) { return; }
+ }
+
+ class GlobalPostFileUploadGuard implements FilterInterface
+ {
+ public function before(RequestInterface $request, $arguments = null) { return null; }
+ public function after(RequestInterface $request, ResponseInterface $response, $arguments = null) { return; }
+ }
+
+ class Cors implements FilterInterface
+ {
+ public function before(RequestInterface $request, $arguments = null) { return null; }
+ public function after(RequestInterface $request, ResponseInterface $response, $arguments = null) { return; }
+ }
+}
+
+namespace Dotenv\Repository {
+ interface RepositoryInterface
+ {
+ public function get($name);
+
+ public function set($name, $value);
+ }
+
+ class RepositoryBuilder
+ {
+ public static function createWithDefaultAdapters(): self
+ {
+ return new self();
+ }
+
+ public function addAdapter($adapter): self
+ {
+ // No-op for testing.
+ return $this;
+ }
+
+ public function immutable(): self
+ {
+ return $this;
+ }
+
+ public function make(): RepositoryInterface
+ {
+ return new class() implements RepositoryInterface {
+ public function get($name)
+ {
+ $value = getenv($name);
+
+ return $value === false ? null : $value;
+ }
+
+ public function set($name, $value)
+ {
+ putenv("$name=$value");
+ }
+ };
+ }
+ }
+}
+
+namespace Dotenv\Repository\Adapter {
+ class PutenvAdapter
+ {
+ // Stub class used only to satisfy Illuminate\Support\Env references.
+ }
+}
+
+namespace Tests\unit {
+
+use CodeIgniter\Test\CIUnitTestCase;
+use CodeIgniter\Test\FeatureTestTrait;
+
+class ExpenseControllerTest extends CIUnitTestCase
+{
+ use FeatureTestTrait;
+
+ protected function setUp(): void
+ {
+ parent::setUp();
+
+ // Override routes for testing to avoid filters/middleware.
+ $this->withRoutes([
+ ['get', 'expense', 'ExpenseController::index'],
+ ['post', 'expense/save', 'ExpenseController::save'],
+ ['get', 'expense/get/(:num)', 'ExpenseController::getExpense/$1'],
+ ['post', 'expense/delete/(:num)','ExpenseController::delete/$1'],
+ ['get', 'expense/client-policies', 'ExpenseController::clientPolicies'],
+ ]);
+
+ // Clean up any test data from previous runs
+ $db = db_connect('default');
+ $db->table('expenses')->like('description', 'CI4_TEST_', 'after')->delete();
+ }
+
+ /**
+ * Helper to insert an expense row directly into the database.
+ */
+ private function createExpenseRecord(array $overrides = []): int
+ {
+ $db = db_connect('default');
+
+ $data = array_merge([
+ 'client_id' => 1,
+ 'client_policy_id' => 1,
+ 'description' => 'CI4_TEST_' . uniqid('', true),
+ 'approved_by' => 1,
+ 'amount' => 100.00,
+ 'created_at' => date('Y-m-d H:i:s'),
+ 'is_active' => 1,
+ ], $overrides);
+
+ $db->table('expenses')->insert($data);
+
+ return (int) $db->insertID();
+ }
+
+ public function testCreateExpenseSuccess(): void
+ {
+ $payload = [
+ 'client_id' => '1',
+ 'client_policy_id' => '1',
+ 'approved_by' => '1',
+ 'description' => 'CI4_TEST_Valid Description 123-ABC',
+ 'expense_date' => '12-01-2026',
+ 'amount' => '250.75',
+ ];
+
+ $result = $this->post('expense/save', $payload);
+
+ $result->assertStatus(200);
+
+ $json = json_decode($result->getJSON(), true);
+
+ $this->assertIsArray($json);
+ $this->assertTrue($json['status'] ?? false);
+ $this->assertNotEmpty($json['id'] ?? null);
+
+ $insertedId = (int) $json['id'];
+
+ $db = db_connect('default');
+ $row = $db->table('expenses')
+ ->where('description', $payload['description'])
+ ->orderBy('id', 'DESC')
+ ->get()
+ ->getRowArray();
+
+ $this->assertNotEmpty($row);
+ $this->assertSame(1, (int) $row['is_active']);
+ $this->assertSame($payload['description'], $row['description']);
+ $this->assertEquals(250.75, (float) $row['amount']);
+ }
+
+ public function testCreateExpenseValidationFailureMissingFields(): void
+ {
+ $payload = [
+ // all required fields missing / empty
+ ];
+
+ $result = $this->post('expense/save', $payload);
+
+ $result->assertStatus(400);
+
+ $json = json_decode($result->getJSON(), true);
+
+ $this->assertFalse($json['status'] ?? true);
+ $this->assertSame('Input validation failed', $json['message'] ?? '');
+ $this->assertArrayHasKey('client_id', $json['errors'] ?? []);
+ $this->assertArrayHasKey('client_policy_id', $json['errors'] ?? []);
+ $this->assertArrayHasKey('approved_by', $json['errors'] ?? []);
+ $this->assertArrayHasKey('description', $json['errors'] ?? []);
+ $this->assertArrayHasKey('amount', $json['errors'] ?? []);
+ $this->assertArrayHasKey('expense_date', $json['errors'] ?? []);
+ }
+
+ public function testCreateExpenseValidationFailureInvalidDescription(): void
+ {
+ $payload = [
+ 'client_id' => '1',
+ 'client_policy_id' => '1',
+ 'approved_by' => '1',
+ 'description' => 'Invalid @ Description <>', // invalid characters
+ 'expense_date' => '12-01-2026',
+ 'amount' => '100.00',
+ ];
+
+ $result = $this->post('expense/save', $payload);
+
+ $result->assertStatus(400);
+
+ $json = json_decode($result->getJSON(), true);
+
+ $this->assertFalse($json['status'] ?? true);
+ $this->assertArrayHasKey('description', $json['errors'] ?? []);
+ $this->assertStringContainsString(
+ 'invalid characters',
+ strtolower($json['errors']['description'] ?? '')
+ );
+ }
+
+ public function testUpdateExpenseSuccess(): void
+ {
+ $id = $this->createExpenseRecord([
+ 'description' => 'CI4_TEST_Original Description',
+ 'amount' => 50.00,
+ ]);
+
+ $payload = [
+ 'id' => (string) $id,
+ 'client_id' => '1',
+ 'client_policy_id'=> '1',
+ 'approved_by' => '1',
+ 'description' => 'Updated Description 456',
+ 'expense_date' => '13-01-2026',
+ 'amount' => '75.50',
+ ];
+
+ $result = $this->post('expense/save', $payload);
+
+ $result->assertStatus(200);
+
+ $json = json_decode($result->getJSON(), true);
+
+ $this->assertTrue($json['status'] ?? false);
+ $this->assertSame($id, (int) ($json['id'] ?? 0));
+
+ $db = db_connect('default');
+ $row = $db->table('expenses')->where('id', $id)->get()->getRowArray();
+
+ $this->assertNotEmpty($row);
+ $this->assertSame('Updated Description 456', $row['description']);
+ $this->assertEquals(75.50, (float) $row['amount']);
+ }
+
+ public function testUpdateExpenseValidationFailureInvalidAmount(): void
+ {
+ $id = $this->createExpenseRecord();
+
+ $payload = [
+ 'id' => (string) $id,
+ 'client_id' => '1',
+ 'client_policy_id'=> '1',
+ 'approved_by' => '1',
+ 'description' => 'Another Valid Description',
+ 'expense_date' => '14-01-2026',
+ 'amount' => '-10', // invalid negative
+ ];
+
+ $result = $this->post('expense/save', $payload);
+
+ $result->assertStatus(400);
+
+ $json = json_decode($result->getJSON(), true);
+
+ $this->assertFalse($json['status'] ?? true);
+ $this->assertArrayHasKey('amount', $json['errors'] ?? []);
+ $this->assertStringContainsString(
+ 'cannot be negative',
+ strtolower($json['errors']['amount'] ?? '')
+ );
+ }
+
+ public function testDeleteExpenseSoftDeleteSuccess(): void
+ {
+ $id = $this->createExpenseRecord();
+
+ $result = $this->post('expense/delete/' . $id);
+
+ $result->assertStatus(200);
+
+ $json = json_decode($result->getJSON(), true);
+
+ $this->assertTrue($json['status'] ?? false);
+
+ $db = db_connect();
+ $row = $db->table('expenses')->where('id', $id)->get()->getRowArray();
+
+ $this->assertNotEmpty($row);
+ $this->assertSame(0, (int) $row['is_active']);
+ }
+
+ public function testDeleteExpenseInvalidId(): void
+ {
+ $result = $this->post('expense/delete/0');
+
+ $result->assertStatus(400);
+
+ $json = json_decode($result->getJSON(), true);
+
+ $this->assertFalse($json['status'] ?? true);
+ $this->assertSame('Invalid expense id', $json['message'] ?? '');
+ }
+
+ public function testSearchFilterByClientAndDescription(): void
+ {
+ // Create two distinct expenses
+ $this->createExpenseRecord([
+ 'client_id' => 10,
+ 'description' => 'FilterMatch Description',
+ ]);
+
+ $this->createExpenseRecord([
+ 'client_id' => 20,
+ 'description' => 'Other Description',
+ ]);
+
+ $result = $this->get('expense?client_id=10&description=FilterMatch');
+
+ $result->assertStatus(200);
+
+ $body = $result->getBody();
+
+ $this->assertStringContainsString('FilterMatch Description', $body);
+ $this->assertStringNotContainsString('Other Description', $body);
+ }
+
+ public function testSearchFilterValidationInvalidCharacters(): void
+ {
+ $result = $this->get('expense?description=');
+
+ $result->assertStatus(200);
+
+ $body = $result->getBody();
+
+ $this->assertStringContainsString('Description filter contains invalid characters.', $body);
+ }
+}
+
+}
+
+
diff --git a/tests/unit/PolicyTransactionControllerTest.php b/tests/unit/PolicyTransactionControllerTest.php
new file mode 100644
index 00000000..50abd143
--- /dev/null
+++ b/tests/unit/PolicyTransactionControllerTest.php
@@ -0,0 +1,278 @@
+initController($request, $response, $logger);
+
+ return $controller;
+ }
+
+ /**
+ * Helper to inject a stubbed PolicyTransactionModel into the controller.
+ *
+ * @param PolicyTransactionController $controller
+ * @param array $stubData
+ */
+ protected function injectBdsStubModel(PolicyTransactionController $controller, array $stubData): void
+ {
+ $stubModel = new class($stubData)
+ {
+ private array $data;
+
+ public function __construct(array $data)
+ {
+ $this->data = $data;
+ }
+
+ public function getBDSReportList(
+ $start_date = 0,
+ $end_date = 0,
+ $client_id = 0,
+ $insurer_id = 0,
+ $policy_type_id = 0,
+ $date_type = 0,
+ $issuer = 0,
+ $client_branch_id = 0,
+ $insurer_branch_id = 0,
+ $client_policy_id = 0,
+ $user_id = 0,
+ $where = [],
+ ) {
+ return $this->data;
+ }
+ };
+
+ $refClass = new \ReflectionClass($controller);
+ $prop = $refClass->getProperty('policyTransactionModel');
+ $prop->setAccessible(true);
+ $prop->setValue($controller, $stubModel);
+ }
+
+ public function testCronDailyBDSReportReturnsUnauthorizedWithoutKey(): void
+ {
+ putenv('cron.secretKey=unit-test-secret');
+
+ $_GET = [];
+
+ $controller = $this->makeController();
+
+ $response = $controller->cronDailyBDSReport();
+
+ $this->assertSame(401, $response->getStatusCode());
+
+ $body = json_decode($response->getBody(), true);
+ $this->assertIsArray($body);
+ $this->assertSame('error', $body['status'] ?? null);
+ }
+
+ public function testCronDailyBDSReportNoRecordsReturnsSuccessMessage(): void
+ {
+ putenv('cron.secretKey=unit-test-secret');
+ putenv('bds.reportEmails='); // no recipients for this test
+
+ $_GET['key'] = 'unit-test-secret';
+
+ $controller = $this->makeController();
+
+ $this->injectBdsStubModel($controller, []);
+
+ $response = $controller->cronDailyBDSReport();
+
+ $this->assertSame(200, $response->getStatusCode());
+
+ $body = json_decode($response->getBody(), true);
+ $this->assertIsArray($body);
+ $this->assertSame('success', $body['status'] ?? null);
+ $this->assertStringContainsString(
+ 'No BDS records for today',
+ $body['message'] ?? ''
+ );
+ }
+
+ /**
+ * Integration-style test: generate an Excel file for today's BDS data
+ * and store it in the user's Downloads folder as BDS_DAILY_REPORT_TEST_CASE.xlsx.
+ *
+ * This reuses the same transformation logic as cronDailyBDSReport.
+ */
+ public function testGenerateDailyBdsReportExcelToDownloads(): void
+ {
+ helper(['excel_import_export_helper', 'utility_helper']);
+
+ // Sample BDS row to generate a test Excel (no DB dependency)
+ $today = date('Y-m-d');
+ $reportList = [
+ [
+ 'user_name' => 'Test User',
+ 'policy_issue_month' => 'Mar 2026',
+ 'revenue_type' => 'Fresh',
+ 'client_type' => 'Group',
+ 'client_name' => 'Test Client',
+ 'action_type' => 'Policy',
+ 'policy_type' => 'Health',
+ 'bap' => 'BAP-GRP',
+ 'vehicle_no' => 'TN01AB1234',
+ 'policy_no' => 'P-TEST-001',
+ 'endorsement_no' => 'E-TEST-001',
+ 'insurer_branch_name' => 'Chennai Branch',
+ 'endorse_eff_date' => $today,
+ 'policy_start_date' => $today,
+ 'policy_end_date' => $today,
+ 'ref' => 'REF-001',
+ 'remarks' => 'Test remark',
+ 'bp_amt' => 1000,
+ 'tp_or_ter' => 500,
+ 'premium_wo_gst' => 1500,
+ 'total_premium' => 1770,
+ 'agreed_bp_per' => 10,
+ 'agreed_tp_or_ter_per' => 5,
+ 'reward' => 100,
+ 'total_irda_amt' => 800,
+ 'billed_amt' => 300,
+ 'salse_person_name' => 'Sales Person',
+ 'service_person_name' => 'Service Person',
+ 'nhance_branch' => 'Nhance Chennai',
+ 'installment' => '1',
+ 'data_received_date' => $today,
+ 'renewal_date' => $today,
+ 'co_share' => 'No',
+ 'bro_payable_by' => 'No',
+ 'salse_manager_name' => 'Sales Manager',
+ 'service_manager_name' => 'Service Manager',
+ 'service_branch' => 'Service Branch',
+ 'rollover_date' => $today,
+ 'policy_holder_name' => 'Holder Name',
+ 'same_as_proposer' => 'Yes',
+ 'follower_policy_no' => 'F-TEST-001',
+ 'co_share_per' => 0,
+ 'non_comm_per_amt' => 0,
+ 'bp_cgst' => 0,
+ 'bp_sgst' => 0,
+ 'bp_igst' => 0,
+ 'stamp_duty' => 0,
+ 'standerd_bp_per' => 0,
+ 'standerd_tp_per' => 0,
+ 'actual_bp_amt' => 0,
+ 'actual_tp_amt' => 0,
+ 'actual_bp_per' => 0,
+ 'actual_tp_per' => 0,
+ 'actual_tep_brokerage_amt' => 0,
+ 'actual_tp_brokerage_amt' => 0,
+ 'cd_ac_no' => 'CD-001',
+ ],
+ ];
+
+ $headers = [
+ 'S. No', 'User', 'Month', 'Business Type', 'Client Type', 'Insured Name', 'Transaction Type',
+ 'Policy Type', 'BAP Group', 'Vehicle Number', 'Policy No', 'Endorsement No', 'Insurer Branch',
+ 'Endorsement Effective Date', 'Policy Effective Date', 'Policy Expiry Date', 'Reference', 'Remarks',
+ 'BP Premium', 'TP Premium', 'Premium (without GST)', 'Total Premium', 'Agreed BP %', 'Agreed TP %',
+ 'Rewards', 'Agreed Amount', 'Invoiced Amount', 'Outstanding Amount',
+ 'Salse Person', 'Service Person', 'Salse Person Branch', 'Installment', 'Data Received Date', 'Renewal Date',
+ 'Co-Premium', 'Remuneration Pay By Leader', 'Salse Person Manager', 'Service Person Manager',
+ 'Service Person Branch', 'Rollover Date', 'Policyholder Name', 'Insured (Same as Proposer)',
+ 'Follower Policy No', 'Co-Share %', 'Non Commissional Premium Amount', 'CGST', 'SGST', 'IGST',
+ 'Stamp Duty', 'Standard BP %', 'Standard TP %', 'Actual BP Amount', 'Actual TP Amount',
+ 'Actual BP %', 'Actual TP %', 'Actual BP Remuneration Amount', 'Actual TP Remuneration Amount',
+ 'CD Account No'
+ ];
+
+ $excelData = [];
+ foreach ($reportList as $idx => $row) {
+ $totalIrda = (float)($row['total_irda_amt'] ?? 0);
+ $billedAmt = (float)($row['billed_amt'] ?? 0);
+ $unbilledAmt = $totalIrda - $billedAmt;
+ if ($totalIrda == 0) {
+ $unbilledAmt = abs($unbilledAmt);
+ }
+ $unbilledAmt = ($unbilledAmt == 0 && $billedAmt == 0) ? $totalIrda : $unbilledAmt;
+
+ $hasIrda = ($totalIrda != 0);
+
+ $excelData[] = [
+ $idx + 1,
+ $row['user_name'] ?? 'N/A',
+ $row['policy_issue_month'] ?? 'N/A',
+ $row['revenue_type'] ?? 'N/A',
+ $row['client_type'] ?? 'N/A',
+ $row['client_name'] ?? 'N/A',
+ $row['action_type'] ?? 'N/A',
+ $row['policy_type'] ?? 'N/A',
+ $row['bap'] ?? 'N/A',
+ $row['vehicle_no'] ?? 'N/A',
+ $row['policy_no'] ?? 'N/A',
+ $row['endorsement_no'] ?? 'N/A',
+ $row['insurer_branch_name'] ?? 'N/A',
+ !empty($row['endorse_eff_date']) ? change_date_format($row['endorse_eff_date'], 'Y-m-d', 'd/m/Y') : 'N/A',
+ !empty($row['policy_start_date']) ? change_date_format($row['policy_start_date'], 'Y-m-d', 'd/m/Y') : 'N/A',
+ !empty($row['policy_end_date']) ? change_date_format($row['policy_end_date'], 'Y-m-d', 'd/m/Y') : 'N/A',
+ $row['ref'] ?? 'N/A',
+ $row['remarks'] ?? 'N/A',
+ $hasIrda ? ($row['bp_amt'] ?? '0.00') : '0.00',
+ $hasIrda ? ($row['tp_or_ter'] ?? '0.00') : '0.00',
+ $hasIrda ? ($row['premium_wo_gst'] ?? '0.00') : '0.00',
+ $hasIrda ? ($row['total_premium'] ?? '0.00') : '0.00',
+ $hasIrda ? ($row['agreed_bp_per'] ?? '0.00') . '%' : '0.00%',
+ $hasIrda ? ($row['agreed_tp_or_ter_per'] ?? '0.00') . '%' : '0.00%',
+ $row['reward'] ?? '0.00',
+ $row['total_irda_amt'] ?? '0.00',
+ !empty($row['billed_amt']) ? $row['billed_amt'] : '0.00',
+ number_format((float)$unbilledAmt, 2, '.', ''),
+ $row['salse_person_name'] ?? 'N/A',
+ $row['service_person_name'] ?? 'N/A',
+ $row['nhance_branch'] ?? 'N/A',
+ $row['installment'] ?? 'N/A',
+ !empty($row['data_received_date']) ? change_date_format($row['data_received_date'], 'Y-m-d', 'd/m/Y') : 'N/A',
+ !empty($row['renewal_date']) ? change_date_format($row['renewal_date'], 'Y-m-d', 'd/m/Y') : 'N/A',
+ $row['co_share'] ?? 'No',
+ $row['bro_payable_by'] ?? 'No',
+ $row['salse_manager_name'] ?? 'N/A',
+ $row['service_manager_name'] ?? 'N/A',
+ $row['service_branch'] ?? 'N/A',
+ !empty($row['rollover_date']) ? change_date_format($row['rollover_date'], 'Y-m-d', 'd/m/Y') : 'N/A',
+ $row['policy_holder_name'] ?? 'N/A',
+ $row['same_as_proposer'] ?? 'No',
+ $row['follower_policy_no'] ?? 'N/A',
+ number_format((float)($row['co_share_per'] ?? 0), 2),
+ number_format((float)($row['non_comm_per_amt'] ?? 0), 2),
+ number_format((float)($row['bp_cgst'] ?? 0), 2),
+ number_format((float)($row['bp_sgst'] ?? 0), 2),
+ number_format((float)($row['bp_igst'] ?? 0), 2),
+ number_format((float)($row['stamp_duty'] ?? 0), 2),
+ number_format((float)($row['standerd_bp_per'] ?? 0), 2),
+ number_format((float)($row['standerd_tp_per'] ?? 0), 2),
+ number_format((float)($row['actual_bp_amt'] ?? 0), 2),
+ number_format((float)($row['actual_tp_amt'] ?? 0), 2),
+ number_format((float)($row['actual_bp_per'] ?? 0), 2),
+ number_format((float)($row['actual_tp_per'] ?? 0), 2),
+ number_format((float)($row['actual_tep_brokerage_amt'] ?? 0), 2),
+ number_format((float)($row['actual_tp_brokerage_amt'] ?? 0), 2),
+ $row['cd_ac_no'] ?? 'N/A'
+ ];
+ }
+
+ $filePath = '/home/venkat/Downloads/BDS_DAILY_REPORT_TEST_CASE.xlsx';
+
+ $generated = generate_excel($headers, $excelData, $filePath);
+
+ $this->assertTrue($generated, 'Failed to generate BDS_DAILY_REPORT_TEST_CASE.xlsx in Downloads');
+ }
+}
+