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Merge branch 'dev' of bitbucket.org:jubilian/nhance into dev

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This commit is contained in:
Smart 2024-09-20 11:33:42 +05:30
commit 80e01d47d4
14 changed files with 1463 additions and 161 deletions
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7
app/Config/Routes.php
View File

@ -317,6 +317,13 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
$routes->get("list", "PolicyTransactionController::reportBDS");
});
$routes->group("statement", ["filter" => "authMVC"], function ($routes) {
$routes->get("list", "PolicyTransactionController::statementList");
$routes->post("upload", "PolicyTransactionController::uploadInsurerStatement");
$routes->get("getPaymentDetails/(:any)", "PolicyTransactionController::getInvoicePaymentDetails/$1");
$routes->post("saveInvoicePaymentDetails", "PolicyTransactionController::saveInvoicePaymentDetails");
});
});
$routes->cli('cli/processjob', 'JobWorker::processJob');

516
app/Controllers/PolicyTransactionController.php
View File

@ -25,7 +25,9 @@ use App\Models\EmployeeModel;
use App\Models\UserTeamsModel;
use App\Models\UserModel;
use App\Models\EmployeePolicyModel;
use App\Models\InsurerStatements;
use App\Models\InvPaymentDetailsModel;
use Kint;
class PolicyTransactionController extends BaseController
{
@ -51,6 +53,9 @@ class PolicyTransactionController extends BaseController
protected $userTeamsModel;
protected $userModel;
protected $employeePolicyModel;
protected $insurerStatements;
protected $invoiceStatus;
protected $invPaymentDetailsModel;
public function __construct()
{
@ -75,7 +80,15 @@ class PolicyTransactionController extends BaseController
$this->employeeModel = new EmployeeModel();
$this->userTeamsModel = new UserTeamsModel();
$this->userModel = new UserModel();
$this->employeePolicyModel = new EmployeePolicyModel();
$this->employeePolicyModel = new EmployeePolicyModel();
$this->insurerStatements = new InsurerStatements();
$this->invPaymentDetailsModel = new InvPaymentDetailsModel();
$this->invoiceStatus = [
'pending' => 'Pending',
'generated' => 'Generated',
'sent' => 'Sent',
'payment_received' => 'Payment Received',
];
}
// Policy Transaction Inception
@ -133,6 +146,7 @@ class PolicyTransactionController extends BaseController
clients.client_name,
client_branch.branch_name AS client_branch_name,
insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
policy_type.policy_type,
pt_co_share_details.agreed_amt AS amount,
pt_co_share_details.bp_amt AS bp,
@ -141,7 +155,7 @@ class PolicyTransactionController extends BaseController
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
@ -307,7 +321,6 @@ class PolicyTransactionController extends BaseController
return $this->respondError("Failed to update policy transaction");
}
private function insertOrUpdateCoShareDetails($data, $pt_id)
{
// Prepare data for insertion and updating
@ -657,12 +670,14 @@ class PolicyTransactionController extends BaseController
clients.short_name as client_short_name,
clients.client_code,
client_branch.branch_name as client_branch_name,
insurers.name as insurer_name,
insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
policy_type.policy_type
')
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'policy_transaction.client_id = clients.id', 'left')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('insurers', 'policy_transaction.insurer_id = insurers.id','left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id','left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
@ -682,7 +697,6 @@ class PolicyTransactionController extends BaseController
$this->loadLayout('policy_transaction_endorsement_list', $data);
}
public function createEndorsementPolicy()
{
$id = $this->request->getPost('id');
@ -698,7 +712,7 @@ class PolicyTransactionController extends BaseController
private function preparePolicyTransactionData()
{
$data = $this->request->getPost();
// print_r($data);
// print_r($data); die;
$data_received_date = (string)$this->request->getPost('data_received_date');
$closure_date = (string)$this->request->getPost('closure_date');
@ -716,11 +730,57 @@ class PolicyTransactionController extends BaseController
$issue_type = $this->policyTransactionModel
->where('action_type', 'inception')
->where('client_id', $this->request->getPost('client_id'))
->where('client_branch_id', $this->request->getPost('client_branch_id'))
->where('client_policy_id', $this->request->getPost('client_policy_id'))
->first();
$data['tsi'] = generate_tsi_code($issue_type['issue_type'] ?? 1);
// print_r($data); die;
$client_branch_id = $data['client_branch_id'];
if($data['client_branch_id'] == ""){
$client_branch_id = $issue_type['client_branch_id'];
}
if(!$data['id']){
$data += [
'issuer' => $issue_type['issuer'] ?? null,
'client_type' => $data['client_type'] ?? $issue_type['client_type'] ?? null,
'policy_type_id' => $issue_type['policy_type_id'] ?? null,
'policy_type_id' => $issue_type['policy_type_id'] ?? null,
'issue_type' => $issue_type['issue_type'] ?? null,
'source_client_policy_id' => $issue_type['source_client_policy_id'] ?? null,
'cd_ac_no' => $issue_type['issue_type'] ?? null,
'policy_issue_date' => $issue_type['policy_issue_date'] ?? null,
'policy_start_date' => $issue_type['policy_start_date'] ?? null,
'policy_end_date' => $issue_type['policy_end_date'] ?? null,
'revenue_type' => $issue_type['revenue_type'] ?? null,
'co_share' => $issue_type['co_share'] ?? 0,
'bro_payable_by' => $issue_type['bro_payable_by'] ?? 0,
'installment' => $issue_type['installment'] ?? null,
'installment_data' => $issue_type['installment_data'] ?? null,
'location' => $issue_type['location'] ?? null,
'links' => $issue_type['links'] ??null,
'stage' => $issue_type['stage'] ?? null,
'etat' => $issue_type['etat'] ?? null,
'etat_band' => $issue_type['etat_band'] ?? null,
'edate' => $issue_type['edate'] ?? null,
'renewal_date' => $issue_type['renewal_date'] ?? null,
'rollover_date' => $issue_type['rollover_date'] ?? null,
'policy_holder_name' => $issue_type['policy_holder_name'] ?? null,
'same_as_proposer' => $issue_type['same_as_proposer'] ?? 1,
'ref' => $issue_type['ref'] ?? null,
'spl' => $issue_type['spl'] ?? null,
'fund_received' => $issue_type['fund_received'] ?? null,
'listed_insurers' => $issue_type['listed_insurers'] ?? null,
'ppteam' => $issue_type['ppteam'] ?? null,
'sales_generated_by' => $issue_type['sales_generated_by'] ?? null,
'serviced_by' => $issue_type['serviced_by'] ?? null
];
$data['client_branch_id'] = $client_branch_id;
}
// print_r($issue_type);
// print_r($data);
// die;
return $data;
}
@ -730,11 +790,11 @@ class PolicyTransactionController extends BaseController
$insert = $this->policyTransactionModel->insert($data);
if ($insert) {
$this->insertTransactionStatus($insert, $data['status'], 1);
$this->handleCompletedStatus($data, $insert);
$this->insertOrUpdateCoShareDetails($data, $insert);
return $this->respond(['status' => true, 'message' => 'Endorsement transaction created successfully'], 200);
}
@ -785,7 +845,6 @@ class PolicyTransactionController extends BaseController
}
}
public function getEndorsementDataForEdit($id)
{
$data = $this->policyTransactionModel
@ -894,6 +953,7 @@ class PolicyTransactionController extends BaseController
->join('policy_transaction', 'policy_transaction.id = pt_co_share_details.pt_id')
->where('policy_transaction.client_id', $client_id)
->where('policy_transaction.client_policy_id', $client_policy_id)
->where('policy_transaction.action_type', 'inception')
->findAll();
if ($totalCount) {
@ -965,6 +1025,438 @@ class PolicyTransactionController extends BaseController
$this->loadLayout('report_bds_filter', $data);
}
//insurer statement list page
public function statementList()
{
// dd($this->updateInsurerStatement(['file_id' => 13]));
// $data['insurers'] = $this->insurerModel->where('is_active',1)->findAll();
$data['invoice_status_array'] = $this->invoiceStatus;
$data['insurers'] = $this->insurerBranchModel ->getInsurerBranchesWithInsurerNames();
// dd( $data['insurers']);
$data['insurer_statement_list'] = $this->insurerStatements
->select('insurer_statements.*,
insurers.name AS insurer_name,insurers.short_name,user_profiles.first_name,insurer_branch.branch_code
')
->join('insurers', 'insurer_statements.insurer_id = insurers.id')
->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
->orderBy('insurer_statements.id', 'desc')
->findAll();
// dd( $data['insurer_statement_list']);
$this->loadLayout('insurer_statement_list', $data);
}
public function uploadInsurerStatement()
{
//validate uploaded file
$filename = '';
$validated = $this->validate([
'statement' => [
'uploaded[statement]',
'mime_in[statement,application/vnd.ms-excel,application/vnd,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.oasis.opendocument.spreadsheet]',
'max_size[statement,16384]',
],
]);
$this->createStatementFolder();
if ($validated)
{
$avatar = $this->request->getFile('statement');
if (!$avatar) {
$this->myLogger->logme("error", 'Statement File not found');
return $this->respond(['dataStatus' => false, 'code' => 400, 'message' => 'File not found'], 400);
}
$is_moved = $avatar->move(WRITEPATH . 'uploads/statements/');
if ($is_moved) {
$filename = $avatar->getName();
// Handle successful upload, e.g., log success or further processing
$this->myLogger->logme("error", 'Statement File moved successful');
} else {
$this->myLogger->logme("error", 'Statement File move failed');
return $this->respond(['dataStatus' => false, 'code' => 500, 'message' => 'File move failed'], 500);
}
} else {
$this->myLogger->logme("error", 'Statement Upload failed Invalid file');
return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'Invalid file'], 404);
}
//process post variable entry in file table
$loggedInUserID = get_session_userid();
// dd($loggedInUserID);
// $loggedInUserID = 8;
$insurer = $this->request->getPost('insurer');
$insurer_id = explode('-', $insurer)[0];
$branch_id = explode('-', $insurer)[1];
// print_r($insurer_id);
// print_r($branch_id);
// die();
$month = $this->request->getPost('statement_month');
$month = change_date_format($month,'Y-M-d','Y-m-d');
// print_r($month);die;
$file_id = $this->insurerStatements->insert(['insurer_id' => $insurer_id, 'branch_id' => $branch_id, 'file_name' => $filename,'month' => $month, 'created_by' => $loggedInUserID]); //here field policy_id have client_policy_id and not policy id from policy master
$this->myLogger->logme("error", '{file_id} statement uploaded success', ['file_id' => $file_id]);
//validate file
$validation_result = $this->validateInsurerStatement(['file_id' => $file_id]);
//update file content to DB
if($validation_result['status'] )
{
$this->updateInsurerStatement(['file_id' => $file_id]);
}
if (!isset($file_id) || !$validation_result['status']) {
return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'file not uploaded', 'error_data' => $validation_result['error_data'],'error_code' => $validation_result['error_code']], 200);
}
return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => 'file upload success'], 200);
}
public function createStatementFolder()
{
$folderPath = WRITEPATH . 'uploads/statements/';
// Check if the folder doesn't exist
if (!file_exists($folderPath))
{
// Create the folder
if (mkdir($folderPath, 0777, true)) {
$this->myLogger->logme('error','statement upload folder created successfully');
// Set permissions to a+rwx (read, write, execute for all)
chmod($folderPath, 0777);
$this->myLogger->logme('error','Permissions set to a+rwx.');
} else {
// echo "Failed to create folder.";
$this->myLogger->logme('error','Failed to create statement upload folder.');
}
}
else
{
$this->myLogger->logme('error','upload folder exists.');
}
}
public function validateInsurerStatement($params)
{
//get file info
$file_id = $params['file_id'];
$file = $this->insurerStatements->find($file_id);
// dd($file);
$date = new \DateTime($file['month']);
$month = $date->format('m');
$year = $date->format('Y');
$error_data = ['error_code' => '','error_data' => []];
$status = 'success';
$ret_status = true;
// dd($month.'-'.$year);
$return = [];
if(!isset($file))
{
//file not found in DB
return array('status' => false, 'msg' => 'statement file not found in DB');
}
$file_name_with_path = WRITEPATH."/uploads/statements/".$file['file_name'];
//check physical file
if(!file_exists($file_name_with_path))
{
//file not found update status and reason
$message = "Physcial file not found";
// echo $message;
$this->myLogger->logme('error',($message . ' for statement file id ' . $file_id));
$this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed','reason' => json_encode(['error_code' => 0,'error_data' => $message])])->update();
return array('status' => false, 'error_code' => 0); //0 - Physcial file not found
}
//get excel data to php array
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
$sheet = $spreadsheet->getActiveSheet();
$highestRowAndColumn = $sheet->getHighestRowAndColumn();
// dd($highestRowAndColumn);
$excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
unset($excel_data[0]);
// dd($excel_data);
//get no of line items and update in DB
$line_items = count($excel_data);
// get uploaded month transactions data
$source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(month:$month,year:$year,insurer_id:$file['insurer_id'],insurer_branch_id:$file['branch_id']);
// Kint::dump($source_data);
// Kint::dump($excel_data);
// check policy no,insurer and etc in DB for this month
// if all good return true, otherwise return false with messssage
foreach ($excel_data as $excel_key => $excel_row)
{
$is_source_found = 0;
$excel_row[4] = trim($excel_row[4]);
$excel_row[5] = trim($excel_row[5]);
// Kint::dump(change_date_format($excel_row[4],'d-m-Y','Y-m-d'));
// echo $excel_row[1].'#'.$excel_row[2] .'#'.$excel_row[3].'#'.change_date_format($excel_row[4],'d-m-Y','Y-m-d').'#'.change_date_format($excel_row[5],'d-m-Y','Y-m-d').'<br>';
foreach ($source_data as $source_key => $source_row)
{
// Kint::dump(change_date_format($excel_row[3],'d-m-Y','Y-m-d'));
if( (trim($excel_row[1]) == $source_row['policy_no']) && trim($excel_row[2]) == $source_row['endorsement_no'] && trim($excel_row[3]) == $source_row['client_name'] && change_date_format($excel_row[4],'d-m-Y','Y-m-d') == $source_row['policy_start_date'] && change_date_format($excel_row[5],'d-m-Y','Y-m-d') == $source_row['policy_end_date'])
{
$is_source_found = 1;
unset($source_data[$source_key]);
continue 2;
}
}
if($is_source_found == 0)
{
// echo $excel_key.'-'.$excel_row[1] . '- not found<br>';
$error_data['error_code'] = 1;//match not found
// $error_data['error_data'] = ($error_data['error_data'] ?? []);
$error_data['error_data'] = array_merge($error_data['error_data'],[$excel_row[0]]);//match not found
}
}
if($error_data['error_code'])
{
$status = 'failed';
$ret_status = false;
}
//update in DB
$this->insurerStatements->where('id', $file_id)->set(['line_items' => $line_items,'file_status' => $status,'reason' => json_encode($error_data)])->update();
return array('status' => $ret_status, 'error_code' => $error_data['error_code'],'error_data' => $error_data['error_data']);
}
public function updateInsurerStatement($params)
{
//get file info
$file_id = $params['file_id'];
$file = $this->insurerStatements->find($file_id);
// dd($file);
$date = new \DateTime($file['month']);
$month = $date->format('m');
$year = $date->format('Y');
$error_data = ['error_code' => '','error_data' => []];
$status = 'success';
$ret_status = true;
// dd($month.'-'.$year);
$return = [];
if(!isset($file))
{
//file not found in DB
return array('status' => false, 'msg' => 'statement file not found in DB');
}
$file_name_with_path = WRITEPATH."/uploads/statements/".$file['file_name'];
//check physical file
if(!file_exists($file_name_with_path))
{
//file not found update status and reason
$message = "Physcial file not found";
// echo $message;
$this->myLogger->logme('error',($message . ' for statement file id ' . $file_id));
$this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed','reason' => json_encode(['error_code' => 0,'error_data' => $message])])->update();
return array('status' => false, 'error_code' => 0); //0 - Physcial file not found
}
//get excel data to php array
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
$sheet = $spreadsheet->getActiveSheet();
$highestRowAndColumn = $sheet->getHighestRowAndColumn();
// dd($highestRowAndColumn);
$excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
unset($excel_data[0]);
// dd($excel_data);
//get no of line items and update in DB
$line_items = count($excel_data);
// get uploaded month transactions data
$source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(month:$month,year:$year,insurer_id:$file['insurer_id'],insurer_branch_id:$file['branch_id']);
// Kint::dump($source_data);die;
// Kint::dump($excel_data);
// check policy no,insurer and etc in DB for this month
// if all good return true, otherwise return false with messssage
$data_to_update = [];
foreach ($excel_data as $excel_key => $excel_row)
{
$is_source_found = 0;
$excel_row[4] = trim($excel_row[4]);
$excel_row[5] = trim($excel_row[5]);
foreach ($source_data as $source_key => $source_row)
{
// Kint::dump(change_date_format($excel_row[3],'d-m-Y','Y-m-d'));
if( (trim($excel_row[1]) == $source_row['policy_no']) && trim($excel_row[2]) == $source_row['endorsement_no'] && trim($excel_row[3]) == $source_row['client_name'] && change_date_format($excel_row[4],'d-m-Y','Y-m-d') == $source_row['policy_start_date'] && change_date_format($excel_row[5],'d-m-Y','Y-m-d') == $source_row['policy_end_date'])
{
$is_source_found = 1;
//calculate percentage first
$total_amt = 0;
$actual_bp_per = trim($excel_row[9]);
$actual_bp_brokerage = trim($excel_row[12]);
$actual_bp_amt = trim($excel_row[6]);
if(($actual_bp_brokerage && $actual_bp_brokerage != 0 && $actual_bp_brokerage != ""))
{
$total_amt += $actual_bp_brokerage;
//percentage reverse calculation
if($actual_bp_per == 0 || $actual_bp_per == "")
{
$actual_bp_per = round(($actual_bp_brokerage / $actual_bp_amt) * 100,2);
}
}
else
{
$actual_bp_brokerage = $actual_bp_amt * ($actual_bp_per / 100);
$total_amt += $actual_bp_brokerage;
}
$actual_tp_per = trim($excel_row[10]);
$actual_tp_brokerage = trim($excel_row[13]);
$actual_tp_amt = trim($excel_row[7]);
if($actual_tp_brokerage && $actual_tp_brokerage != 0 && $actual_tp_brokerage != "")
{
$total_amt += $actual_tp_brokerage;
//percentage reverse calculation
if($actual_tp_per == 0 || $actual_tp_per == "")
{
$actual_tp_per = ($actual_tp_brokerage / $actual_tp_amt) * 100;
}
}
else
{
$actual_tp_brokerage = $actual_tp_amt * ($actual_tp_per / 100);
$total_amt += $actual_tp_brokerage;
}
$actual_tep_per = trim($excel_row[11]);
$actual_tep_brokerage = trim($excel_row[14]);
$actual_tep_amt = trim($excel_row[8]);
if($actual_tep_brokerage && $actual_tep_brokerage != 0 && $actual_tep_brokerage != "")
{
$total_amt += $actual_tep_brokerage;
//percentage reverse calculation
if($actual_tep_per == 0 || $actual_tep_per == "")
{
$actual_tep_per = ($actual_tep_brokerage / $actual_tep_amt) * 100;
}
}
else
{
$actual_tep_brokerage = $actual_tep_amt * ($actual_tep_per / 100);
$total_amt += $actual_tep_brokerage;
}
//find variance
$variance_amt = $source_row['exp_amt'] - $total_amt;
$data_to_update[] = ['id' => $source_row['id'],'actual_bp_amt' => $actual_bp_amt,'actual_tp_amt' => $actual_tp_amt,'actual_tep_amt' => $actual_tep_amt,'actual_bp_per' => $actual_bp_per,'actual_tp_per' => $actual_tp_per,'actual_tep_per' => $actual_tep_per,'variance' => $variance_amt,'actual_tep_brokerage_amt' => $actual_tep_brokerage,'actual_tp_brokerage_amt' => $actual_tp_brokerage,'actual_bp_brokerage_amt' => $actual_bp_brokerage,'reward' => trim($excel_row[15]),'statement_id' => $file_id];
unset($source_data[$source_key]);
continue 2;
}
}
}
$this->PTCOShareDetailsModel->updateBatch($data_to_update, 'id');
// dd($data_to_update);
// if($error_data['error_code'])
// {
// $status = 'failed';
// $ret_status = false;
// }
//update in DB
//$this->insurerStatements->where('id', $file_id)->set(['file_status' => $status,'reason' => json_encode($error_data)])->update();
return array('status' => $ret_status, 'error_code' => $error_data['error_code'],'error_data' => $error_data['error_data']);
}
public function getInvoicePaymentDetails()
{
$statement_id = $this->request->getUri()->getSegment(4);
$inv_details = $this->insurerStatements->find($statement_id);
$inv_payment_details = $this->invPaymentDetailsModel
->where('statement_id',$statement_id)
->where('is_active',1)
->get()
->getResultArray();
// print_r($inv_details);
$data = [ 'invoice_status' => $inv_details['invoice_status'],
'invoice_no' => $inv_details['invoice_no'],
'invoice_date' => $inv_details['invoice_date'] ];
$data['payments'] = $inv_payment_details;
return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $data], 200);
}
public function saveInvoicePaymentDetails()
{
$jsonData = $this->request->getJSON();
$jsonData = (array)$jsonData;
// echo 'Hi';
// print_r($jsonData);die();
$invoiceStatus = $jsonData['invoice_status'];
$hiddenStatementId = $jsonData['hidden_statement_id'];
$invoiceNo = $jsonData['invoice_no'];
$invoiceDate = $jsonData['invoice_date'];
//Update statement table
$parentData = [
'invoice_status' => $invoiceStatus,
'invoice_no' => $invoiceNo,
'invoice_date' => $invoiceDate,
'updated_by' => get_session_userid()
];
// $this->insurerStatements->update($hiddenStatementId, $parentData);
// Process child data
$invoiceAmounts = $jsonData['invoice_amount'];
$utrNos = $jsonData['utr_no'];
$paymentDates = $jsonData['payment_date'];
$pks = $jsonData['pk'];
foreach ($invoiceAmounts as $index => $invoiceAmount) {
$pk = $pks[$index]; // Get the pk for the current record
$utrNo = $utrNos[$index];
$paymentDate = $paymentDates[$index];
// Prepare data for insert/update
$childData = [
'inv_amt' => $invoiceAmount,
'utr_no' => $utrNo,
'received_date' => $paymentDate,
'statement_id' => $hiddenStatementId,
'id' => is_numeric($pk) ? (int)$pk : '',
];
if($pk){ $childData['updated_by'] = get_session_userid(); }
else { $childData['created_by'] = get_session_userid(); }
// print_r($childData);
// Insert or update
$this->invPaymentDetailsModel->save($childData);
print_r($this->invPaymentDetailsModel->errors());
}
return $this->respond(['dataStatus' => true, 'code' => 200], 200);
//return $this->response->setJSON(['dataStatus' => 'true']);
}
}

4
app/Helpers/utility_helper.php
View File

@ -24,6 +24,7 @@ if (!function_exists('change_date_format')) {
function change_date_format($data, $source_format, $output_format)
{
$data = trim($data);
// echo $data, $source_format, $output_format;return true;
try {
// Create DateTime object with the source format
@ -31,7 +32,8 @@ if (!function_exists('change_date_format')) {
// Check if the DateTime object is created successfully
if ($dateTime === false) {
throw new Exception('Invalid date or format');
$errors = DateTime::getLastErrors();
throw new Exception('Invalid date or format' . implode(', ', $errors['errors']));
}
// Format the DateTime object with the output format
$formattedDate = $dateTime->format($output_format);

30
app/Models/InsurerStatements.php Normal file
View File

@ -0,0 +1,30 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class InsurerStatements extends Model
{
protected $table = 'insurer_statements';
protected $primaryKey = 'id';
protected $allowedFields = [
"id",
"insurer_id",
"branch_id",
"line_items",
"file_name",
"month",
"created_by",
"is_active",
"file_status",
"reason",
"invoice_status",
"invoice_no",
"invoice_date",
"updated_by"
];
}

24
app/Models/InvPaymentDetailsModel.php Normal file
View File

@ -0,0 +1,24 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class InvPaymentDetailsModel extends Model
{
protected $table = 'inv_payment_details';
protected $primaryKey = 'id';
// Allowed fields for insert/update
protected $allowedFields = [
'id',
'statement_id',
'inv_amt',
'utr_no',
'received_date',
'created_by',
'is_active',
'updated_by'
];
}

41
app/Models/PTCOShareDetailsModel.php
View File

@ -47,6 +47,10 @@ class PTCOShareDetailsModel extends Model
'actual_bp_per',
'actual_tp_per',
'actual_tep_per',
'actual_bp_brokerage_amt',
'actual_tp_brokerage_amt',
'actual_tep_brokerage_amt',
'reward',
'exp_amt',
'variance',
'remark',
@ -59,6 +63,43 @@ class PTCOShareDetailsModel extends Model
'amount',
'stamp_duty',
'cop_amt',
'statement_id'
];
public function getNonReconcileredPolicyTransactions(string $month,string $year,string $insurer_id,string $insurer_branch_id)
{
return $this->db->table('pt_co_share_details pt_co')
->select('
pt_co.id,
pt_co.pt_id,
pt_co.exp_amt,
pt.id AS policy_transaction_id,
pt.endorsement_no,
c.client_name,
pt.created_at,
pt_co.insurer_id,
pt_co.insurer_branch_id,
pt.policy_no,
pt.policy_issue_date,
pt.policy_start_date,
pt.policy_end_date,
pt.status,
pt_co.bp_amt,
pt_co.tp_amt,
pt_co.tep_amt,
pt_co.exp_amt
')
->join('policy_transaction pt', 'pt_co.pt_id = pt.id')
->join('clients c', 'pt.client_id = c.id')
->where('pt_co.is_active', 1)
->where('MONTH(pt.created_at)', $month)
->where('YEAR(pt.created_at)', $year)
->where('pt_co.insurer_id', $insurer_id)
->where('pt_co.insurer_branch_id', $insurer_branch_id)
// ->where('pt_co.exp_amt', 0.00)
// ->orWhere('pt_co.exp_amt is null')
->get()
->getResultArray();
}
}

708
app/Views/insurer_statement_list.php Normal file
View File

@ -0,0 +1,708 @@
<style>
.table th,
.table td {
padding: 8px;
}
table.dataTable tbody td {
padding: 4px 4px !important;
}
/* table.dataTable thead th {
padding: 4px 4px !important;
} */
.col-12 {
max-width: 98% !important;
}
.dataTables_filter {
position: absolute;
}
.highlight {
border: 2px solid red;
background-color: #ffe6e6;
}
.column-header {
margin-right: 10px; /* Adjust this value as needed */
}
.form-section {
border: 1px solid #ccc;
padding: 15px;
margin-bottom: 20px;
}
.row-box {
border: 1px solid #ccc;
padding: 10px;
margin-bottom: 10px;
}
</style>
<style>
.switch {
position: relative;
display: inline-block;
width: 54px;
height: 34px;
}
.switch input {
opacity: 0;
width: 0;
height: 0;
}
.slider {
position: absolute;
cursor: pointer;
top: 0;
left: 0;
right: 0;
bottom: 0;
background-color: #ccc;
-webkit-transition: .4s;
transition: .4s;
}
.slider:before {
position: absolute;
content: "";
height: 19px;
width: 19px;
left: 4px;
bottom: 4px;
background-color: white;
-webkit-transition: .4s;
transition: .4s;
}
input:checked + .slider {
background-color: #2196F3;
}
input:focus + .slider {
box-shadow: 0 0 1px #2196F3;
}
input:checked + .slider:before {
-webkit-transform: translateX(26px);
-ms-transform: translateX(26px);
transform: translateX(26px);
}
/* Rounded sliders */
.slider.round {
border-radius: 34px;
}
.slider.round:before {
border-radius: 50%;
}
</style>
<div class="row" id="inception_list">
<div class="col-12">
<div class="card">
<div class="card-body">
<div class="row" style="margin-bottom:1rem;">
<div class="col-6" style="align-self: center;">
<h4 style="position: relative;">Insurer Statement List</h4>
</div>
<!-- <div class="col-2" id="add_div" style="text-align: right; position: relative;top: 56px; left: 314px;"> -->
<!-- <button type="button" id="change_status" class="btn btn-primary waves-effect waves-light">Invoice Status</button> -->
<!-- </div> -->
<!-- <div class="col-1" id="status_change" style="text-align: right; position: relative;top: 56px; left: 291px;"> -->
<button type="button" id="btnAdd" onclick="showFileUploadModal()" class="btn btn-primary waves-effect waves-light">Upload</button>
<!-- </div> -->
</div>
<div>
<table class="table table-striped mb-0 nowrap" cellspacing="0" id="tickets-table">
<thead class="bg-light">
<tr>
<th></th>
<th><div class="column-header">Insurer</div></th>
<th><div class="column-header">Month</div></th>
<th><div class="column-header">Statement</div></th>
<th><div class="column-header">Line Items</div></th>
<th><div class="column-header">User/Time</div></th>
<th><div class="column-header">Action</div></th>
</tr>
</thead>
<tbody>
<?php foreach($insurer_statement_list as $row){ ?>
<tr>
<td><input type="hidden" class="row-select" data-id="<?= $row['id']; ?>"></td>
<td><?php echo $row['short_name'].'-'.$row['branch_code']; ?></td>
<td><?php echo change_date_format($row['month'],'Y-m-d','M-Y'); ?></td>
<td><?php echo $row['file_name'] ?> </td>
<td><?php echo $row['line_items'] ?></td>
<td><?php echo change_date_format($row['created_at'],'Y-m-d H:i:s','d M Y h:i a').' by <br>'.$row['first_name'] ?></td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" onclick="showInvoiceStatusModal(event)">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Invoice status
</a>
</div>
</div>
</td>
</tr>
<?php } ?>
</tbody>
</table>
</div>
</div>
</div>
</div><!-- end col -->
</div>
<!-- end table row -->
<!-- CD No form content modal-->
<div class="modal fade" id="cd_form_modal" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
<div class="modal-dialog">
<div class="modal-content">
<div class="modal-header">
<h4 class="modal-title" id="title">Add CD Account Number</h4>
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
<div class="modal-body p-4">
<div class="">
<form role="form" class="parsley-examples" method="post" id="CDMasterForm" enctype="multipart/form-data">
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-12">
<label for="email">Opening Date<span class="text-danger">*</span></label>
<input type="text" class="form-control" name="opening_date" id="opening_date" required>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="mobile">CD Account Number<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="cd_ac_no_data" name="cd_ac_no" required>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="mobile">Opening Amount<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="opening_bal" name="opening_bal" onkeypress="return onlyNumbers(event)" required>
</div>
</div>
</div>
<div class="form-group text-right m-b-0">
<button type="submit" class="btn btn-primary waves-effect waves-light mr-1"
id="btnSubmit">Submit</button>
</div>
</form>
</div>
</div>
</div>
</div>
</div>
<div class="modal fade" id="file_upload" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
<div class="modal-dialog">
<div class="modal-content">
<div class="modal-header">
<h4 class="modal-title" id="title">Upload Insurer Statement</h4>
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
<div class="modal-body p-4">
<div class="">
<form role="form" class="parsley-examples" method="post" id="insurer_statement_upload_form" enctype="multipart/form-data" action="upload">
<div class="form-group">
<div class="form-group col-md-12">
<label for="insurer"> Insurer <spanclass="text-danger">*</spanclass=></label>
<select class="form-control" id="insurer" name="insurer" required>
<option value="" selected>Select Insurer</option>
<?php
if (isset($insurers) && count($insurers)) {
foreach ($insurers as $key => $value) {
echo "<option value=" . $value['insurer_id'].'-'.$value['id'] . ">" . $value['insurer_name'] .'-'. $value['branch_code'] . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-12">
<label for="statement_month">Statement month</label>
<input type="date" class="form-control" id="statement_month" name="statement_month" placeholder="Enter Invoice Number" required>
</div>
<div class="form-group col-md-12" >
<label for="statment">Statement </label>
<input type="file" class="form-control" name="statement" required accept=" application/vnd.openxmlformats-officedocument.spreadsheetml.sheet, application/vnd.ms-excel,application/vnd.oasis.opendocument.spreadsheet">
</div>
</div>
<div class="form-group text-right m-b-0">
<button type="submit" class="btn btn-primary waves-effect waves-light mr-1"
id="btnSubmit">Submit</button>
</div>
</form>
</div>
</div>
</div>
</div>
</div>
<!-- Invoice status content modal-->
<div class="modal fade" id="invoice_modal" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
<div class="modal-dialog modal-lg">
<div class="modal-content">
<div class="modal-header">
<h4 class="modal-title" id="title">Update Invoice Status</h4>
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
<div class="modal-body p-4">
<div class="">
<form role="form" class="parsley-examples" method="post" id="invoiceForm" enctype="multipart/form-data" action="<?php echo base_url().'policy_tranction/statement/saveInvoicePaymentDetails'?>">
<div class="form-group">
<div class="row">
<div class="form-group col-md-6">
<label for="addon_policy">Invoice Status <span class="text-danger">*</span></label>
<select class="form-control" id="invoice_status" name="invoice_status" required>
<option value="" selected>Select Invoice Status</option>
<?php
if (isset($invoice_status_array) && count($invoice_status_array)) {
foreach ($invoice_status_array as $key => $value) {
echo "<option value='" . $key . "'>" . $value . "</option>";
}
}
?>
</select>
<input type="hidden" id="hidden_statement_id" name="hidden_statement_id">
</div>
</div>
<!-- Invoice Number and Invoice Date in same row -->
<div class="row" id="invoice_no_div_modal" style="display: none;">
<div class="form-group col-md-6">
<label for="invoice_no">Invoice Number<span id="base_danger" class="text-danger"></span></label>
<input type="text" class="form-control" id="invoice_no_modal" name="invoice_no" placeholder="Enter Invoice Number" required>
</div>
<div class="form-group col-md-6">
<label for="invoice_date">Invoice Date</label>
<input type="date" class="form-control" id="invoice_date_modal" name="invoice_date" value="<?php echo date('Y-m-d'); ?>" required>
</div>
</div>
</div>
<!-- Payment Received Table -->
<div class="form-group col-md-12" style="display: none;" id="payment_table_div_modal">
<button type="button" id="add_row_btn" class="btn btn-secondary float-right"><i class="fa fa-plus"></i></button>
<table class="table table-bordered" id="payment_table_modal">
<thead>
<tr>
<th style="display: none;">pk</th>
<th>Invoice Amount</th>
<th>UTR Number</th>
<th>Date</th>
<th>Action</th>
</tr>
</thead>
<tbody>
<tr>
<td style="display: none;"><input type="hidden" class="form-control" name="pk[]" placeholder="Enter Amount"></td>
<td><input type="number" class="form-control" name="invoice_amount[]" placeholder="Enter Amount" required></td>
<td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" required></td>
<td><input type="date" class="form-control" name="payment_date[]" value="<?php echo date('Y-m-d'); ?>" required></td>
<td><i class="fa fa-trash mr-2 font-18 vertical-middle text-danger remove-row" style="text-align: center;"></i></td>
</tr>
</tbody>
</table>
<!-- <button type="button" id="add_row_btn" class="btn btn-secondary float-right mt-2"><i class="fa fa-plus"></i></button> -->
</div>
<div class="form-group text-right m-b-0">
<!-- <button type="button" id="add_row_btn" class="btn btn-primary waves-effect waves-light mr-1">Add payment</button> -->
<button type="submit" class="btn btn-primary waves-effect waves-light mr-1" id="btnSubmit">Submit</button>
</div>
</form>
</div>
</div>
</div>
</div>
</div>
<script>
document.getElementById('invoice_status').addEventListener('change', function () {
const invoiceStatus = this.value;
console.log(invoiceStatus);
const invoiceNoDiv = document.getElementById('invoice_no_div_modal');
// const invoiceDateDiv = document.getElementById('invoice_date_div_modal');
const paymentTableDiv = document.getElementById('payment_table_div_modal');
// Hide everything initially
invoiceNoDiv.style.display = 'none';
// invoiceDateDiv.style.display = 'none';
paymentTableDiv.style.display = 'none';
// Show fields based on selected status
if (invoiceStatus === 'generated' || invoiceStatus === 'sent') {
invoiceNoDiv.style.display = 'flex';
switchRequired('invoice_no_modal',true);
switchRequired('invoice_date_modal',true);
switchRequired('invoice_amount',false,'name');
switchRequired('utr_no',false,'name');
switchRequired('payment_date',false,'name');
switchRequired('pk',false,'name');
// invoiceDateDiv.style.display = 'block';
} else if (invoiceStatus === 'payment_received') {
invoiceNoDiv.style.display = 'flex';
paymentTableDiv.style.display = 'block';
switchRequired('invoice_no_modal',true);
switchRequired('invoice_date_modal',true);
switchRequired('invoice_amount',true,'name');
switchRequired('utr_no',true,'name');
switchRequired('payment_date',true,'name');
switchRequired('pk',true,'name');
}else if(invoiceStatus === 'pending')
{
invoiceNoDiv.style.display = 'none';
paymentTableDiv.style.display = 'none';
switchRequired('invoice_no_modal',false);
switchRequired('invoice_date_modal',false);
switchRequired('invoice_amount',false,'name');
switchRequired('utr_no',false,'name');
switchRequired('payment_date',false,'name');
switchRequired('pk',false,'name');
}
});
$(document).ready(function () {
$('#invoiceForm').on('submit', function (e) {
e.preventDefault(); // Prevent default form submission
var form = document.getElementById('invoiceForm');
if(!form.checkValidity())
{
return false;
}
// Serialize form data to array and then convert to JSON
var formData = new FormData(form);
var formDataJSON = {};
// Iterate over FormData entries
formData.forEach(function(value, key) {
// Check if the key ends with '[]' indicating an array-like input
if (key.endsWith('[]')) {
// Remove '[]' from the key and store it as an array in formDataJSON
var arrayKey = key.slice(0, -2);
if (!formDataJSON[arrayKey]) {
formDataJSON[arrayKey] = [];
}
formDataJSON[arrayKey].push(value); // Push the value into the array
} else {
formDataJSON[key] = value; // Standard single-value field
}
});
// Convert the JSON object to a string
var jsonData = JSON.stringify(formDataJSON);
console.log(jsonData);
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
// Send the JSON data to the backend using AJAX
$.ajax({
url: 'saveInvoicePaymentDetails', // Replace with your backend URL
type: 'POST',
contentType: 'application/json',
data: jsonData,
success: function (response) {
console.log(response);
// Close the modal
// var myModal = new bootstrap.Modal(document.getElementById('invoice_modal'));
// myModal.hide();
// Reset the form data
$('#invoiceForm')[0].reset();
// Optionally display success message or perform further actions
alert('Invoice updated successfully!');
},
error: function (xhr, status, error) {
// Handle any errors
console.error('Form submission failed:', error);
alert('An error occurred while updating the invoice.');
}
});
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
});
});
// Add/Delete rows in the payment table
document.getElementById('add_row_btn').addEventListener('click', function () {
const tableBody = document.querySelector('#payment_table_modal tbody');
const newRow = document.createElement('tr');
newRow.innerHTML = `
<td style="display: none;"><input type="hidden" class="form-control" name="pk[]" placeholder="Enter Amount"></td>
<td><input type="number" class="form-control" name="invoice_amount[]" placeholder="Enter Amount" required></td>
<td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" required></td>
<td><input type="date" class="form-control" value="<?php echo date('Y-m-d'); ?>" name="payment_date[]" placeholder="Enter UTR No" required></td>
<td><i class="fa fa-trash mr-2 font-18 vertical-middle text-danger remove-row" style="text-align: center;"></i></td>
`;
tableBody.appendChild(newRow);
});
// Remove row
document.getElementById('payment_table_modal').addEventListener('click', function (e) {
if (e.target && e.target.classList.contains('remove-row')) {
if (confirm("Do you want to delete this entry?")) {
var row = e.target.closest('tr');
var pk = row.querySelector('input[name="pk[]"]').value;
if (pk === "") {
// If pk is empty, remove the row
row.remove();
} else {
// If pk is non-empty, send AJAX request to remove it from the backend
$.ajax({
url: '/delete-entry', // Your backend URL here
type: 'POST',
data: { pk: pk }, // Send the pk value to delete on server-side
success: function (response) {
// On success, remove the row
if (response.success) {
row.remove();
} else {
alert('Failed to delete the entry.');
}
},
error: function () {
alert('Error occurred while deleting the entry.');
}
});
}
}
}
});
function switchRequired(elementId, isRequired, type = 'id') {
if(type == 'id')//id attribute
{
let element = document.getElementById(elementId);
if (isRequired) {
element.setAttribute('required', 'required');
} else {
element.removeAttribute('required');
}
}
else //name attribute
{
var name_attribute = elementId+'[]';
// Select all elements with the name 'invoice_amt[]'
var elements = document.getElementsByName(name_attribute);
// Loop through the elements and set or remove the 'required' attribute
elements.forEach(function(element) {
if (isRequired) {
element.setAttribute('required', 'required'); // Make required
} else {
element.removeAttribute('required'); // Remove required
}
});
}
}
</script>
<script>
function showFileUploadModal(input)
{
var myModal = new bootstrap.Modal(document.getElementById('file_upload'));
myModal.show();
// $(input).val('');
}
function showInvoiceStatusModal(event)
{
// console.log(event.target.data)
var dataId = event.target.getAttribute('data-id');
// Set the value to a hidden input field in the modal
document.getElementById('hidden_statement_id').value = dataId;
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
// AJAX call to get the invoice details based on data-id
$.ajax({
url: 'getPaymentDetails/'+ dataId, // Replace with your backend URL
method: 'get',
// data: { id: dataId },
// dataType: 'json',
success: function(response) {
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
console.log(response);
// Assuming response contains the necessary data
if (response.dataStatus === true && response.code === 200) {
// Populate modal fields
if(response.data.invoice_status !== null)
{
var inv_status_element = document.getElementById('invoice_status');
inv_status_element.value = response.data.invoice_status;
var event = new Event('change');
inv_status_element.dispatchEvent(event);
}
document.getElementById('invoice_no_modal').value = response.data.invoice_no;
document.getElementById('invoice_date_modal').value = response.data.invoice_date;
// Clear existing rows in the payment table
var paymentTableBody = document.querySelector('#payment_table_modal tbody');
// Populate payment table rows
if(response.data.payments.length)
{
paymentTableBody.innerHTML = '';
response.data.payments.forEach(function(payment) {
var row = paymentTableBody.insertRow();
row.innerHTML = `
<td style="display: none;"><input type="hidden" class="form-control" name="pk[]" value="${payment.id}"></td>
<td><input type="number" class="form-control" name="invoice_amount[]" placeholder="Enter Amount" value="${payment.inv_amt}" required></td>
<td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" value="${payment.utr_no}" required></td>
<td><input type="date" class="form-control" name="payment_date[]" value="${payment.received_date}" required></td>
<td><i class="fa fa-trash mr-2 font-18 vertical-middle text-danger remove-row" style="text-align: center;"></i></td>
`;
});
}
// Show the modal
var myModal = new bootstrap.Modal(document.getElementById('invoice_modal'));
myModal.show();
} else {
// Handle error if the response is not successful
console.error('Failed to fetch data:', response);
alert("Something went wrong! Couldn't get data");
}
},
error: function(xhr, status, error) {
// Handle AJAX errors
console.error('AJAX Error:', status, error);
alert("Something went wrong! Couldn't reach app");
}
});
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
var myModal = new bootstrap.Modal(document.getElementById('invoice_modal'));
myModal.show();
// $(input).val('');
}
$(document).ready(function(){
var rollover_date = flatpickr("#statement_month", {
dateFormat: "Y-M-d",
allowInput: true
});
});
$('#insurer_statement_upload_form').submit(function(event) {
event.preventDefault();
var isValid = $('#insurer_statement_upload_form').parsley().validate();
if (!isValid) {
console.log('Form is Empty', 'Warning');
alert('choose all fileds');
return;
}
// Create FormData object
var formData = new FormData($(this)[0]);
for (var pair of formData.entries()) {
console.log(pair[0] + ', ' + pair[1]);
}
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
$.ajax({
url: $(this).attr("action"),
type: "POST",
data: formData,
processData: false, // Prevent jQuery from automatically processing the data
contentType: false, // Let jQuery handle the content type
headers: {
// "Content-Type":"multipart/form-data",
"X-Requested-With": "XMLHttpRequest"
},
success: function(response) {
console.log(response);
$('#insurer_statement_upload_form')[0].reset();
if (response.code === 200 && response.dataStatus === true && response
.data !== "") {
toastr.success(
'File upload successs',
'success');
$('.close').click()
window.location.reload(true);
} else if (response.code === 404 && response.dataStatus === false) {
console.error('no data found', response);
// alert(response.message);
toastr.error(response.message, 'Failed');
window.location.reload(true);
} else {
console.error('Something went wrong!');
// alert('Something went wrong! Try later');
toastr.error('Something went wrong! Try later', 'Error');
window.location.reload(true);
}
},
error: function(xhr, status, error) {
// Request failed, handle error
console.error("Request failed:", status, error);
toastr.error('Something went wrong! Try later', 'Error');
$('#uploadForm')[0].reset();
window.location.reload(true);
}
});
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
});
</script>

2
app/Views/layout/footer.php
View File

@ -299,7 +299,7 @@
fetchMessages();
setInterval(fetchMessages, 10000); // Fetch messages every ten seconds
setInterval(fetchMessages, 60000); // Fetch messages every sixty seconds
});
$(document).ready(function() {

3
app/Views/layout/header.php
View File

@ -670,6 +670,9 @@
<li>
<a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement upload</a>
</li>
</ul>
</div>
</li>

125
app/Views/policy_transaction_endorsement_form.php
View File

@ -284,13 +284,15 @@
<thead>
<tr>
<th>Premium Details</th>
<!-- Add additional header columns if needed for insurers -->
</tr>
</thead>
<tbody>
<tr style="display: none;">
<tr>
<td>Insurer</td>
<!-- Columns for dynamic insurers will be added here -->
</tr>
<tr id="is_leader_tr" style="display: none;">
<tr>
<td>Is Leader?</td>
</tr>
<tr id="co_share_per_tr" style="display: none;">
@ -630,6 +632,7 @@ $("#endorsement_form_id").submit(function(event) {
if (res.status == true) {
toastr.success(res.message, 'Success');
$('#policy_tranction_primarykey').val(res.pt_id);
window.location.reload(true);
} else {
toastr.error(res.message, 'Error');
}
@ -832,23 +835,23 @@ function addInsurerColumn() {
switch(index) {
case 0: // Insurer selection
newCell = `<td>
<select class="form-control follow_insurer" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]">
<option value="" selected>Select Insurer</option>
<?php foreach ($insurer_branch as $value) { ?>
<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>">
<?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
</option>
<?php } ?>
</select>
</td>`;
<select class="form-control follow_insurer" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]">
<option value="" selected>Select Insurer</option>
<?php foreach ($insurer_branch as $value) { ?>
<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>">
<?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
</option>
<?php } ?>
</select>
</td>`;
break;
case 1: // Is Leader?
newCell = `<td>
<label class="switch" style="position: relative; top: 5px; left: 35px;">
<input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]">
<span class="slider round" style="height: 27px;"></span>
</label>
<label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
<label class="switch" style="position: relative; top: 5px; left: 35px;">
<input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]" disabled>
<span class="slider round" style="height: 27px;"></span>
</label>
<label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
</td>`;
break;
case 2: // Co-Share %
@ -860,7 +863,7 @@ function addInsurerColumn() {
case 4: // TP / Ter Premium
newCell = `<td><input type="text" id="tp_ter_premium_${insurerCount}" name="tp_ter_premium[]" oninput="amountCalculation('${insurerCount}')"></td>`;
break;
case 5: // co Premium
case 5: // Co Premium
newCell = `<td><input type="text" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')"></td>`;
break;
case 6: // CGST
@ -873,13 +876,13 @@ function addInsurerColumn() {
newCell = `<td><input type="text" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')"></td>`;
break;
case 9: // GST Amount
newCell = `<td><input type="text" class="readonly-color" id="gst_amount_${insurerCount}" name="gst_amount[]" oninput="amountCalculation('${insurerCount}')" readonly></td>`;
newCell = `<td><input type="text" class="readonly-color" id="gst_amount_${insurerCount}" name="gst_amount[]" readonly></td>`;
break;
case 10: // Stamp Duty
newCell = `<td><input type="text" id="stamp_duty_${insurerCount}" name="stamp_duty[]" oninput="amountCalculation('${insurerCount}')"></td>`;
break;
case 11: // Total
newCell = `<td><input type="text" class="readonly-color" id="total_amt_${insurerCount}" name="total[]" readonly></td>`;
newCell = `<td><input type="text" class="readonly-color" id="total_amt_${insurerCount}" name="total[]" readonly></td>`;
break;
case 12: // Agreed BP %
newCell = `<td><input type="text" name="agreed_bp[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
@ -888,69 +891,68 @@ function addInsurerColumn() {
newCell = `<td><input type="text" name="agreed_tp_ter[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 14: // Agreed Amount
newCell = `<td><input type="text" name="agreed_amount[]" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td><input type="text" name="agreed_amount[]" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 15: // Standard BP %
newCell = `<td><input type="text" class="readonly-color" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
newCell = `<td><input type="text" class="readonly-color" id="standard_bp_${insurerCount}" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
break;
case 16: // Standard TP %
newCell = `<td class="std_tp_td"><input type="text" class="readonly-color" name="standard_tp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
newCell += `<td class="std_ter_td" style="dispaly: none;"><input type="text" class="readonly-color" name="standard_tep[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
newCell = `<td class="std_tp_td"><input type="text" class="readonly-color" name="standard_tp[]" readonly></td>`;
newCell += `<td class="std_ter_td" style="display: none;"><input type="text" class="readonly-color" name="standard_tep[]" readonly></td>`;
break;
case 17: // id
newCell = `<td><input type="hidden" name="co_share_id[]"></td>`;
break;
}
// Append new cell to the current row
$(this).append(newCell);
$('#follow_insurer_id_' + insurerCount).select2()
// Initialize select2 for newly added insurer select dropdown
$('#follow_insurer_id_' + insurerCount).select2();
var selectedOption = $('#policy_type_id').find('option:selected');
// Get selected policy type data
const selectedOption = $('#policy_type_id').find('option:selected');
const bap = selectedOption.data('bap');
var ebp = selectedOption.data('ebp');
var etp = selectedOption.data('etp');
var etep = selectedOption.data('etep');
var iep = selectedOption.data('iep');
var itp = selectedOption.data('itp');
var itep = selectedOption.data('itep');
var bap = selectedOption.data('bap');
if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
$('#tp_premium_td').text('Ter Premium')
$('#agree_tp_td').text('Agreed Ter %')
$('#std_head').text('Standard Ter %')
$('.std_ter_td').show()
// Update column headers and visibility based on policy type
if (bap === 'Fire' || bap === 'Marine Cargo' || bap === 'Marine Hull') {
$('#tp_premium_td').text('Ter Premium');
$('#agree_tp_td').text('Agreed Ter %');
$('#std_head').text('Standard Ter %');
$('.std_ter_td').show();
$('.std_tp_td').hide();
}else{
$('#tp_premium_td').text('TP Premium')
$('#agree_tp_td').text('Agreed TP %')
$('#std_head').text('Standard TP %')
$('.std_ter_td').hide()
$('.std_tp_td').show()
} else {
$('#tp_premium_td').text('TP Premium');
$('#agree_tp_td').text('Agreed TP %');
$('#std_head').text('Standard TP %');
$('.std_ter_td').hide();
$('.std_tp_td').show();
}
if(bap == 'Motor'){
// Hide TP premium row for Motor policy type
if (bap === 'Motor') {
$('#tp_premium_tr').hide();
}else{
} else {
$('#tp_premium_tr').show();
}
$('[name="standard_bp[]"]').val(ebp);
$('[name="standard_tp[]"]').val(etp);
$('[name="standard_tep[]"]').val(etep);
// Set standard values
$('#standard_bp_' + insurerCount).val(selectedOption.data('ebp'));
// $('[name="standard_bp[]"]').val(selectedOption.data('ebp'));
$('[name="standard_tp[]"]').val(selectedOption.data('etp'));
$('[name="standard_tep[]"]').val(selectedOption.data('etep'));
if(insurerCount > 1){
// Set 'follow_insurer' to required if more than 1 column exists
if (insurerCount > 1) {
$('.follow_insurer').prop('required', true);
}else{
} else {
$('.follow_insurer').prop('required', false);
}
});
// Add click event for delete button
$('.delete-insurer').off('click').on('click', function() {
const index = $(this).closest('th').index();
@ -994,16 +996,18 @@ function removeAllColumnsExceptFirst(tableId) {
function populateTable(dataArray, status = false) {
dataArray.forEach((data, index) => {
// Add a new insurer column for each entry in the data array
addInsurerColumn(); // This will add a new column dynamically
addInsurerColumn(); // Assuming this function adds a new column dynamically
// Populate the fields with the provided data
$('#insurerTable tbody tr').each(function(rowIndex, row) {
const cell = $(row).find('td').eq(insurerCount); // Get the newly added column by `insurerCount`
const cell = $(row).find('td').eq(insurerCount); // Ensure insurerCount is correctly set or incremented
let insurer = data.insurer_branch_id + '-' + data.insurer_id
// Split insurer id and branch id properly
let insurer = data.insurer_branch_id + '-' + data.insurer_id;
switch (rowIndex) {
case 0: // Insurer selection
cell.find('select').val(insurer).change();
cell.find('select').val(insurer).prop('disabled', true).select2();
break;
case 1: // Is Leader?
cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1');
@ -1058,11 +1062,12 @@ function populateTable(dataArray, status = false) {
}
break;
case 17: // id
cell.find('input').val(data.id);
cell.find('input').val(status ? data.id : '');
break;
}
});
});
}
</script>

6
app/Views/policy_transaction_endorsement_list.php
View File

@ -68,6 +68,7 @@ table.dataTable thead th {
<th>Issuer</th>
<th>Client</th>
<th>Branch</th>
<th>Insurer</th>
<th>Policy</th>
<th>Endorsement Type</th>
<th>Endorsement No</th>
@ -83,11 +84,12 @@ table.dataTable thead th {
<?php foreach($endorsement_data_list as $row){ ?>
<tr>
<td><input type="checkbox" class="row-select" data-id="<?= $row['id']; ?>"></td>
<td><?php $issuer[$row['issuer']] ?? ''; ?></td>
<td><?php echo $issuer[$row['issuer']] ?? ''; ?></td>
<td><?php echo $row['client_short_name']; ?></td>
<td><?php echo $row['client_branch_name']; ?></td>
<td><?php echo $row['insurer_short_name']; ?></td>
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['action_type']; ?></td>
<td><?php echo $action_type[$row['action_type']]; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td><?php echo date('d-m-Y', strtotime($row['data_received_date'])); ?></td>
<td><?php echo $row['emp_count']; ?></td>

154
app/Views/policy_transaction_inception_form.php
View File

@ -1123,54 +1123,57 @@ $(document).ready(function() {
//edit function
function getPolicyTransactionDataForEdit(input) {
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
$('#inception_form_id')[0].reset();
var id = $(input).attr('data-id');
console.log('Selected policy transaction ID:', id);
$.ajax({
url: '<?= base_url("/policy_tranction/inception/list/") ?>' + id,
type: "GET",
dataType: 'json',
success: function(res) {
console.log('getPolicyTransactionDataForEdit', res);
if (res.status == true) {
hide_list_show_add()
hide_list_show_add();
var page_title = 'Edit Policy' + (res.data.client_short_name || res.data.policy_type || res
.data.policy_no ? ' - ' + [res.data.client_short_name, res.data.policy_type, res
.data.policy_no
].filter(Boolean).join('-') : '');
var page_title = 'Edit Policy' + (res.data.client_short_name || res.data.policy_type || res.data.policy_no ?
' - ' + [res.data.client_short_name, res.data.policy_type, res.data.policy_no]
.filter(Boolean).join('-') : '');
$('#page_title').text(page_title)
$('#page_title').text(page_title);
// Setting values to correct fields
$('#policy_tranction_primarykey').val(res.data.id);
$('#client_policy_id').val(res.data.client_policy_id);
$('#client_id_for_edit').val(res.data.client_id);
$('#issuer').val(res.data.issuer);
$('#issue_type').val(res.data.issue_type).change();
$('#issue_type').val(res.data.issue_type);
$('#client_id').val(res.data.client_id).change();
$('#client_type').val(res.data.client_type);
$('#insurer_id').val(res.data.insurer_branch_id + '-' + res.data.insurer_id).change();
$('#vehicle_no').val(res.data.vehicle_id).change();
setTimeout(function() {
$('#client_id').val(res.data.client_id).change();
$('#client_type').val(res.data.client_type);
$('#insurer_id').val(res.data.insurer_branch_id + '-' + res.data.insurer_id);
$('#vehicle_no').val(res.data.vehicle_id).select2();
}, 1000);
var tpaValue = '';
if (res.data.master_tpa_branch_id && res.data.master_tpa_id) {
tpaValue = res.data.master_tpa_branch_id + '-' + res.data.master_tpa_id;
}else if(res.data.tpa_branch_id && res.data.tpa_id){
} else if (res.data.tpa_branch_id && res.data.tpa_id) {
tpaValue = res.data.tpa_branch_id + '-' + res.data.tpa_id;
}
$('#tpa').val(tpaValue).change();
if(res.data.master_policy_type_id){
if (res.data.master_policy_type_id) {
$('#policy_type_id').val(res.data.master_policy_type_id).change();
}else{
} else {
$('#policy_type_id').val(res.data.policy_type_id).change();
}
@ -1184,7 +1187,7 @@ function getPolicyTransactionDataForEdit(input) {
appendFileTableBody(res.data.pt_files);
if(res.data.pt_co_share_details){
if (res.data.pt_co_share_details) {
populateTable(res.data.pt_co_share_details);
}
@ -1193,29 +1196,24 @@ function getPolicyTransactionDataForEdit(input) {
}
if (res.data.pt_co_share_details && res.data.pt_co_share_details.length > 0) {
$('#tab_content').empty()
count = 0
$('#tab_content').empty();
count = 0;
$.each(res.data.pt_co_share_details, function(index, item) {
// appendNewTab(item);
// appendNewTab(item); // Uncomment when implementing tab addition logic
});
}
setTimeout(function() {
$('#cd_ac_no').val(res.data.cd_ac_no);
$('#client_branch_id').val(res.data.client_branch_id).change();
$('#client_branch_id').val(res.data.client_branch_id).select2();
$('#source_client_policy_id').val(res.data.source_client_policy_id).change();
$('#base_policy').val(res.data.base_policy).change();
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, 2000);
}, 1000)
// Set additional fields
$('#policy_status').val(res.data.status);
$('#ref').val(res.data.ref);
$('#spl').val(res.data.spl);
@ -1242,8 +1240,7 @@ function getPolicyTransactionDataForEdit(input) {
$('#sales_generated_by').val(res.data.sales_generated_by ?? '').change();
$('#serviced_by').val(res.data.serviced_by ?? '').change();
// Issuer Type - JBIS or Nhance
// Additional form handling logic
if (res.data.issue_type == 2) {
$('#renewal').show();
$('#source_client_policy_id').attr('required', true);
@ -1252,106 +1249,95 @@ function getPolicyTransactionDataForEdit(input) {
$('#source_client_policy_id').attr('required', false);
}
//For Base Policy
// Handle base policy visibility
if (res.data.is_addon == 2 || res.data.is_addon == 3) {
$('#base_policy_id').show();
} else {
$('#base_policy_id').hide();
}
//for Co Share Percentage
// Handle co-share percentage
if (res.data.co_share == 1) {
$('#cop_yes').prop('checked', true);
$('#add_more_row').removeClass('d-none');
$('.payby').removeClass('d-none');
$('#is_leader_tr').show()
$('#co_share_per_tr').show()
$('#co_premium_tr').show()
$('#add_more_row').removeClass('d-none');
$('.payby').removeClass('d-none');
$('#is_leader_tr').show();
$('#co_share_per_tr').show();
$('#co_premium_tr').show();
} else {
$('#cop_yes').prop('checked', false);
$('#add_more_row').addClass('d-none');
$('.payby').addClass('d-none');
$('#is_leader_tr').hide()
$('#co_share_per_tr').hide()
$('#co_premium_tr').hide()
$('#is_leader_tr').hide();
$('#co_share_per_tr').hide();
$('#co_premium_tr').hide();
}
//for Same Insured Name
// Handle "Same Insured Name"
if (res.data.same_as_proposer == 1) {
$('#same_as_proposer').prop('checked', true);
$('#dynamic-form-container-for-insured').empty();
$('#family_details').hide();
} else {
$('#same_as_proposer').prop('checked', false);
if(res.data.client_type == 2 && res.data.policy_type_id != 8){
if (res.data.client_type == 2 && res.data.policy_type_id != 8) {
$('#family_details').show();
$.each(res.data.emp_data, function(index, emp) {
appendInsured(emp)
appendInsured(emp);
});
}else{
} else {
$('#dynamic-form-container-for-insured').empty();
$('#family_details').hide();
}
}
// for Brokerage Pay By
// Handle brokerage pay by
if (res.data.bro_payable_by == 1) {
$('#bro_payable_by').prop('checked', true);
} else {
$('#bro_payable_by').prop('checked', false);
}
//for Policy Tranction Status
if(res.data.status == "completed"){
$('#sales_row').show()
$('#policy_no').prop('required', true)
$('#policy_issue_date').prop('required', true)
$('#policy_start_date').prop('required', true)
$('#policy_end_date').prop('required', true)
$('#tpa').prop('required', true)
$('#emp_count').prop('required', true)
$('#dependent_count').prop('required', true)
$('.follow_insurer').prop('required', true)
}else{
$('#sales_row').hide()
$('#policy_no').prop('required', false)
$('#policy_issue_date').prop('required', false)
$('#policy_start_date').prop('required', false)
$('#policy_end_date').prop('required', false)
$('#tpa').prop('required', false)
$('#emp_count').prop('required', false)
$('#dependent_count').prop('required', false)
$('.follow_insurer').prop('required', false)
// Policy transaction status handling
if (res.data.status == "completed") {
$('#sales_row').show();
$('#policy_no').prop('required', true);
$('#policy_issue_date').prop('required', true);
$('#policy_start_date').prop('required', true);
$('#policy_end_date').prop('required', true);
$('#tpa').prop('required', true);
$('#emp_count').prop('required', true);
$('#dependent_count').prop('required', true);
$('.follow_insurer').prop('required', true);
} else {
$('#sales_row').hide();
$('#policy_no').prop('required', false);
$('#policy_issue_date').prop('required', false);
$('#policy_start_date').prop('required', false);
$('#policy_end_date').prop('required', false);
$('#tpa').prop('required', false);
$('#emp_count').prop('required', false);
$('#dependent_count').prop('required', false);
$('.follow_insurer').prop('required', false);
}
//for Client Type Changes
if(res.data.client_type == 2){
if(policy_type_id == 8){
// Client type changes
if (res.data.client_type == 2) {
if (res.data.policy_type_id == 8) {
$('#policyholdernamediv').hide();
}else{
} else {
$('#policyholdernamediv').show();
}
$('.branchdiv').hide();
$('.branchdiv').hide();
$('#client_branch_id').prop('required', false);
} else {
$('#policyholdernamediv').hide();
$('.branchdiv').show();
$('.branchdiv').show();
$('#client_branch_id').prop('required', true);
}
} else {
console.log('No data found');
}
},
error: function(xhr, status, error) {
$('.loader').fadeOut();
@ -1715,7 +1701,7 @@ $("#vehicle_form").submit(function(event) {
getClientAndBranchAndPolicy();
$('#client_type').val(res.owner_type);
setTimeout(function(){
appendVehicles(res.vehicles, res.vehicle_id)
appendVehicles(res.vehicles, res.vehicle_id);
$('#client_id').val(res.owner_id).change();
if(res.owner_type == 1){

4
app/Views/policy_transaction_inception_list.php
View File

@ -130,6 +130,7 @@ table.dataTable tbody td {
<th><div class="column-header">Issuing Type</div></th>
<th><div class="column-header">Client Type</div></th>
<th><div class="column-header">Client / Branch</div></th>
<th><div class="column-header">Insurer</div></th>
<th><div class="column-header">Policy</div></th>
<th><div class="column-header">Policy No</div></th>
<th><div class="column-header">Policy Issue Date</div></th>
@ -150,7 +151,8 @@ table.dataTable tbody td {
<td><?php echo $issuing_type[$row['issue_type']]; ?></td>
<td><?php echo $client_type[$row['client_type']] ?? '-'; ?></td>
<td><?php echo $row['client_type'] == 2 ? $row['client_name'] : $row['client_short_name'] . ' - ' . $row['client_branch_name']; ?></td>
<td><?php echo $row['policy_type'] ?? '-'; ?></td>
<td><?php echo $row['insurer_short_name']; ?></td>
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['policy_no']; ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_issue_date'])); ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_start_date'])); ?></td>

BIN
public/sample_excel/insurer_stament_sample.xlsx Normal file
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