diff --git a/app/Config/Constants.php b/app/Config/Constants.php index eee4bdcd..5cd84385 100755 --- a/app/Config/Constants.php +++ b/app/Config/Constants.php @@ -94,12 +94,12 @@ define('EVENT_PRIORITY_NORMAL', 100); define('EVENT_PRIORITY_HIGH', 10); /** - * @User Role Constant + * @User Teams Constant */ - define('ENROLLMENT_TEAM_ID', '1'); define('CLAIMS_TEAM_ID', '2'); -define('BUSINESS_TEAM_ID', '3'); +// define('BUSINESS_TEAM_ID', '3'); // old don't delete it +define('BUSINESS_TEAM_ID', '4'); // 25th OCT 2025 changed define('FINANCE_TEAM_ID', '4'); define('SALES_TEAM_ID', '5'); define('MANAGEMENT_TEAM_ID', '6'); @@ -107,9 +107,8 @@ define('BUSINESS_SUPPORT_TEAM_ID', '7'); define('POS_TEAM_ID', '8'); /** - * @User Teams Constant + * @User Role Constant */ - define('ADMIN_ROLE_ID', 1); define('MANAGER_ROLE_ID', 2); define('ACCOUNT_MANAGER_ROLE_ID', 3); diff --git a/app/Controllers/EmpDataServiceController.php b/app/Controllers/EmpDataServiceController.php index 1c9fac18..4b51b5a4 100755 --- a/app/Controllers/EmpDataServiceController.php +++ b/app/Controllers/EmpDataServiceController.php @@ -1457,6 +1457,47 @@ class EmpDataServiceController extends BaseController //get the employee data for excel file validation $employee_data = $this->employeePolicyModel->getInceptionEmployeeDataForExportExcel($ref_data, 1); + // ----------------- CD BALANCE CHECK --------------------------------------------------------------------------- + + $cash_balance = $this->clientDepositModel + ->where('cd_ac_pk', $client_policy_data['cd_ac_pk']) + ->where('is_active', 1) + ->orderBy('id', 'DESC') + ->first(); + + if ($cash_balance == null) { + $balance = $this->CDMasterModel + ->where('client_id', $file['client_id']) + ->where('insurer_id', $client_policy_data['insurer_id']) + ->where('id', $client_policy_data['cd_ac_pk']) + ->first(); + + $cash_balance['balance'] = $balance['opening_bal']; + } + + // Calculate the total amount from the objects + $totals = 0; + foreach ($employee_data as $item) { + $totals = $totals + $item['total']; + } + + $totals = round($totals, 2); + + //check CD amt insufficient only insurer, not tpa + if($file['insurer_or_tpa'] == 'insurer') + { + if (!empty($cash_balance)) { + if ((int) $cash_balance['balance'] < (int) $totals) { + $this->myLogger->logme('error', 'Inception export failed due to insufficient deposit amount. CASH BALANCE : {balance} and TOTAL AMOUNT : {total}', ['balance' => $cash_balance['balance'], 'total' => $totals]); + $this->batchFileModel->where('id', $file_id)->set(['status' => 'failed-7', 'error_data' => 'Insufficient deposit balance. Available CD Balance: ' . $cash_balance['balance'] . ', Excel Total Amount: ' . $totals])->update(); + return ['status' => 'error', 'message' => 'Insufficient deposit balance. Available CD Balance: ' . $cash_balance['balance'] . ', Required Amount: ' . $totals]; + } + } + } + + // ---------------- END CD BALANCE CHECK ---------------------------------------------------------------------------- + + if ($employee_data == null || empty($employee_data)) { if ($insurer_or_tpa == 'tpa') { @@ -2569,6 +2610,7 @@ class EmpDataServiceController extends BaseController 'event_type' => $file['event_type'], ]; + $client_policy_data = $this->clientPolicyModel->where('id', $client_policy_id)->first(); $file_name_with_path = WRITEPATH . "/uploads/import_excel/" . $file['file_name']; @@ -2691,6 +2733,47 @@ class EmpDataServiceController extends BaseController // dd($endorsement_data, $excel_data); + // ----------------- CD BALANCE CHECK --------------------------------------------------------------------------- + + $cash_balance = $this->clientDepositModel + ->where('cd_ac_pk', $client_policy_data['cd_ac_pk']) + ->where('is_active', 1) + ->orderBy('id', 'DESC') + ->first(); + + if ($cash_balance == null) { + $balance = $this->CDMasterModel + ->where('client_id', $file['client_id']) + ->where('insurer_id', $client_policy_data['insurer_id']) + ->where('id', $client_policy_data['cd_ac_pk']) + ->first(); + + $cash_balance['balance'] = $balance['opening_bal']; + } + + // Calculate the total amount from the objects + $totals = 0; + foreach ($endorsement_data as $item) { + $totals = $totals + $item['total']; + } + + $totals = round($totals, 2); + + //check CD amt insufficient only insurer, not tpa + if($file['insurer_or_tpa'] == 'insurer') + { + if (!empty($cash_balance)) { + if ((int) $cash_balance['balance'] < (int) $totals) { + $this->myLogger->logme('error', 'Inception export failed due to insufficient deposit amount. CASH BALANCE : {balance} and TOTAL AMOUNT : {total}', ['balance' => $cash_balance['balance'], 'total' => $totals]); + $this->batchFileModel->where('id', $file_id)->set(['status' => 'failed-7', 'error_data' => 'Insufficient deposit balance. Available CD Balance: ' . $cash_balance['balance'] . ', Excel Total Amount: ' . $totals])->update(); + return ['status' => 'error', 'message' => 'Insufficient deposit balance. Available CD Balance: ' . $cash_balance['balance'] . ', Required Amount: ' . $totals]; + } + } + } + + // ---------------- END CD BALANCE CHECK ---------------------------------------------------------------------------- + + if ($endorsement_data == null || empty($endorsement_data)) { diff --git a/app/Controllers/EmployeeController.php b/app/Controllers/EmployeeController.php index 0dbac06f..0005c651 100755 --- a/app/Controllers/EmployeeController.php +++ b/app/Controllers/EmployeeController.php @@ -388,13 +388,11 @@ class EmployeeController extends AdminController batch_files.client_branch_id, CASE - WHEN batch_files.status = 'partially success' OR batch_files.status = 'in-progress-partially' THEN - batch_files.error_data - ELSE - NULL + WHEN batch_files.status IN ('partially success', 'in-progress-partially', 'failed-7') + THEN batch_files.error_data + ELSE NULL END AS error_data, - clients.short_name as client_short_name, client_branch.branch_name, client_policy.policy_no, diff --git a/app/Controllers/UserController.php b/app/Controllers/UserController.php index b4d391dc..ec046563 100755 --- a/app/Controllers/UserController.php +++ b/app/Controllers/UserController.php @@ -62,7 +62,7 @@ class UserController extends AdminController // echo '
';
         // print_r($data); die;
         $data['roleData'] = $this->roleModel->select('id, role')->findAll();        
-        $data['teamData'] = $this->teamModel->select('id, name')->findAll();
+        $data['teamData'] = $this->teamModel->select('id, name')->where('is_active',1)->findAll();
         $this->loadLayout('UserList', $data);
     }
 
@@ -156,9 +156,11 @@ class UserController extends AdminController
     public function edit()
     {
 
+        // echo ":/ in 159";  
         if (!$this->request->getPost()) {
             return redirect()->to(base_url('/user/list'));
         } else {
+            // echo ":/ in 163";
             $id = $this->request->getPost('PrimaryKey');
             $teams = $this->request->getPost('team');
             $userData = $this->request->getPost();
@@ -166,6 +168,7 @@ class UserController extends AdminController
             unset($userData['PrimaryKey']);
 
             $existingData = $this->userModel->where('id',$id)->first();;
+            // dd($existingData);die;
 
             // Update data in the 'users' table based on the $id
             $userData['updated_by'] =  get_session_userid();
diff --git a/app/Views/UserList.php b/app/Views/UserList.php
index 2936af69..3efb0786 100755
--- a/app/Views/UserList.php
+++ b/app/Views/UserList.php
@@ -673,7 +673,34 @@ table.dataTable tbody td {
                     BDS - All access
                     All access
                 
+                 
+                    Accounts
+                    BDS - Policy Transaction
+                    Policy | Endorsement | Statement Upload
+                
                 
+                    BDS - Report
+                    TAT wise | ACM Status wise | ACM TAT wise
+                
+                
+                    BDS - Policy Report
+                    BDS | Variance | Outstanding | IRDA | Renewal | TAT Band 
+                
+                
+                    BDS - Pending Actions
+                    Finance Team
+                
+                
+                    BDS - Masters
+                    Vehicle | CD | Insurer
+                
+                
+                    BDS - Documents
+                    ✓
+                
+                
+                
+                
                 
                     POS
                     BDS - Policy Transaction
diff --git a/app/Views/batch_list.php b/app/Views/batch_list.php
index cbbc1731..d4b69dcf 100755
--- a/app/Views/batch_list.php
+++ b/app/Views/batch_list.php
@@ -82,14 +82,15 @@
 
                                 
 
-                                
-                                
+                                    
 
-                                
-                                     
+                                    
 
-                                
+                                    
+                                         
+
+                                    
 
                                 
 
@@ -98,7 +99,6 @@
                                     
                                          
-
                                 
 
                                 
@@ -135,6 +135,11 @@
                                 failed 
                                     
+                                
+
+                                failed 
+                                    
                                 
 
                                         
diff --git a/app/Views/layout/header.php b/app/Views/layout/header.php
index 2e19e5ce..cca6f05d 100755
--- a/app/Views/layout/header.php
+++ b/app/Views/layout/header.php
@@ -1766,7 +1766,7 @@
                     
 
                         
-                        
+                        
 
                         
  • 
                             
@@ -1895,7 +1895,7 @@
                         
    • 
                     
                     
-                    
+                    
                         
  • 
                             
                                 
                                     
    • 
 
-                                    
+                                    
 
-                                        
+                                        
                                             
  • 
                                                 
                                                     
@@ -1943,7 +1943,7 @@
                                                         
  • 
                                                             BDS
                                                         
    • 
-                                                        
+                                                        
                                                             
  • 
                                                                 Variance
                                                             
    • 
@@ -2023,6 +2023,11 @@
                                                         
  • 
                                                             Vehicle Master
                                                         
    • 
+                                                        
+                                                            
  • 
+                                                                Insurer Master
+                                                            
    • 
+