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MERGE_CODE_MERGE : RV

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VENKATESHWARAN 2024-12-23 10:37:29 +05:30
commit 8bedc1ea9c
14 changed files with 1487 additions and 375 deletions
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3
app/Config/Routes.php
View File

@ -365,6 +365,8 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
$routes->get("deletePaymentEntry/(:any)", "PolicyTransactionController::deletePaymentEntry/$1");
$routes->get("downloadSampleInsurerStatement", "PolicyTransactionController::downloadSampleInsurerStatement");
$routes->get("getFileErr/(:any)", "PolicyTransactionController::getFileErr/$1");
$routes->get("getInsurerStatementMonth", "PolicyTransactionController::getInsurerStatementMonth");
$routes->get("deleteStatement/(:any)", "PolicyTransactionController::deleteStatement/$1");
});
});
@ -378,6 +380,7 @@ $routes->group("leads", ["filter" => "authMVC"], function ($routes) {
$routes->get("exportQCRandRFQ/(:any)", "LeadsController::exportQCRandRFQ/$1");
$routes->get("featchLeadDataAndInsertClient/(:any)", "LeadsController::featchLeadDataAndInsertClient/$1");
$routes->get("featchClientPolicyFromLead/(:any)", "LeadsController::featchClientPolicyFromLead/$1");
});
$routes->group("rfq", ["filter" => "authMVC"], function ($routes) {

2
app/Controllers/EmployeeServiceController.php
View File

@ -1328,7 +1328,7 @@ class EmployeeServiceController extends AdminController
// }
// dd($row[4]);
//for emp table
$this->empEndorsementModel->save(['pk' => (int)$data['emp_id'],'emp_code' => $data['emp_code'],'table_name' => 'employees','actions' => 'd','name' => $data['name'],'field_name' => 'emp_status','old_value' => $data['emp_status'],'new_value' => 'deactivate','created_by' => $file['created_by'],'remarks' => 'general deletion','group_key' => $group_key,'file_id' => $file['id'],'status' => 'pending']);
// $this->empEndorsementModel->save(['pk' => (int)$data['emp_id'],'emp_code' => $data['emp_code'],'table_name' => 'employees','actions' => 'd','name' => $data['name'],'field_name' => 'emp_status','old_value' => $data['emp_status'],'new_value' => 'deactivate','created_by' => $file['created_by'],'remarks' => 'general deletion','group_key' => $group_key,'file_id' => $file['id'],'status' => 'pending']);
// dd( $this->empEndorsementModel->getLastQuery());
// $this->empEndorsementModel->save(['pk' => (int)$data['emp_id'],'emp_code' => $data['emp_code'],'table_name' => 'employees','actions' => 'd','name' => $data['name'],'field_name' => 'change_event','old_value' => $data['change_event'],'new_value' => 'deletion','created_by' => $file['created_by'],'remarks' => 'general deletion']);

4
app/Controllers/JobWorker.php
View File

@ -126,6 +126,10 @@ class JobWorker extends AdminController
'employeesEnrollmentInsert' => [
'type' => 'CC', // Handler Category
'handler' => 'App\Controllers\EmployeeServiceController',
],
'calculateMembersDemography' => [
'type' => 'CC', // Handler Category
'handler' => 'App\Controllers\LeadsController',
]
];

504
app/Controllers/LeadsController.php
View File

@ -4,10 +4,14 @@ namespace App\Controllers;
use CodeIgniter\API\ResponseTrait;
use Exception;
use PhpOffice\PhpSpreadsheet\Spreadsheet;
use PhpOffice\PhpSpreadsheet\Style\Border;
use PhpOffice\PhpSpreadsheet\Style\Alignment;
use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
use PhpOffice\PhpSpreadsheet\Style\Fill;
use App\Models\UserModel;
use App\Models\ClientModel;
@ -24,6 +28,8 @@ use App\Models\RFQModel;
use App\Models\InsurerModel;
use App\Helpers\MailHelper;
use App\Helpers\ExcelMergeHelper;
use Google\Service\CloudSearch\PushItem;
use Kint;
@ -92,7 +98,9 @@ class LeadsController extends BaseController
{
// $d = $this->constructExcelToSaveTemp(24, 1, $propsal_and_insurer = null);
// $d = $this->calculateMembersDemography(['lead_id' => 34]);
$job_details = new Jobs();
// $r = Jobs::addJob(['job_name' => 'calculateMembersDemography', 'payload' => ['lead_id' => 24]]);
// $d = $this->calculateMembersDemography(['lead_id' => 24]);
//$this->mergeQuoteExcelFileWithMembersListExcelFile(24, 1, $propsal_and_insurer = null);
// dd($d);
$data['page_name'] = 'Leads';
@ -359,7 +367,6 @@ class LeadsController extends BaseController
} else {
return $this->respond(['status' => false], 200);
}
}
private function insertLeadStatus($primaryKey, $status, $statusType)
@ -377,7 +384,8 @@ class LeadsController extends BaseController
//--------RFQ-----------------------------------------------------------------------------------------------
public function viewRFQ($id, $type = 1){
public function viewRFQ($id, $type = 1)
{
$data['rfq_data'] = $this->RFQModel
->where('lead_id', $id)
@ -445,10 +453,10 @@ class LeadsController extends BaseController
}
return $this->respond(['status' => false, 'id' => $result, 'message' => "Failed to create RFQ", 'data' => $data], 200);
}
public function createQCR(){
public function createQCR()
{
$data = $this->request->getPost();
$lead_id = $data['lead_id'];
@ -475,7 +483,8 @@ class LeadsController extends BaseController
//export main route function
public function exportQCRandRFQ($lead_id, $type, $export_type){
public function exportQCRandRFQ($lead_id, $type, $export_type)
{
$this->exportExcelForQCRandRFQ($lead_id, $type);
}
@ -694,7 +703,6 @@ class LeadsController extends BaseController
],
],
]);
}
// Auto-size columns
@ -722,9 +730,7 @@ class LeadsController extends BaseController
{
$rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
if($source_file_path && $rfq_data['file_name'])
{
if ($source_file_path && $rfq_data['file_name']) {
}
return true;
@ -736,18 +742,15 @@ class LeadsController extends BaseController
$lead_data = $this->leadsModel->find($lead_id);
$file_name_with_path = WRITEPATH . "/uploads/lead_files/" . $lead_data['file_name'];
// print_rr($lead_data);
if($lead_data['file_name'])
{
if ($lead_data['file_name']) {
//check physical file
if(!file_exists($file_name_with_path))
{
if (!file_exists($file_name_with_path)) {
//file not found update status and reason
$message = "Lead Physcial file not found";
// echo $message;
$this->myLogger->logme('error', ($message . ' for file ' . $file_name_with_path));
return ['status' => 'failed','message' => 'no physcial file'];
return ['status' => 'failed', 'message' => 'no physical file'];
}
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
@ -757,17 +760,16 @@ class LeadsController extends BaseController
$highestRowAndColumn = $members_sheet->getHighestRowAndColumn();
// dd($highestRowAndColumn);
$members = $members_sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
// dd($members);
// dd($members[6]);
//get age band data
$age_band_sheet = $spreadsheet->getSheet(1);
$highestRowAndColumn = $age_band_sheet->getHighestRowAndColumn();
$age_band_data = $age_band_sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
print_r($age_band_data);
//check age or dob column
$members_heading = $members[0];
// Kint::dump($members_heading);
$available_col = null;
$col_index = null;
@ -784,16 +786,346 @@ class LeadsController extends BaseController
$this->myLogger->logme('error', ($message . $file_name_with_path));
return ['status' => 'failed', 'message' => $message];
}
//convert age slab data into array
try {
$classifiers = $this->getDemographyData($members, $age_band_data, $members_heading, $available_col, $col_index);
} catch (Exception $e) {
return ['status' => 'fail', 'message' => $e->getMessage()];
}
else
{
try {
$result = $this->generateClassifierSpreadsheet($classifiers, 'writable/uploads/lead_files');
if ($result['success']) {
$this->myLogger->logme('error', "Spreadsheet generated successfully!");
echo "Location: " . $result['fullpath'] . "\n";
echo "Filename: " . $result['filename'] . "\n";
$filePaths = [
['file_path' => WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'], 'sheets' => [0, 1]],
['file_path' => 'writable/uploads/lead_files/' . $result['filename'], 'sheets' => []],
];
$outputPath = WRITEPATH . 'uploads/lead_files/Member_Data.xlsx';
$result = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
if ($result) {
return ['status' => 'success', 'message' => 'Member_Data Merged Suceesfully'];
}
} else {
echo "Error generating spreadsheet: " . $result['error'];
}
} catch (Exception $e) {
echo "Error: " . $e->getMessage();
return ['status' => 'fail', 'message' => $e->getMessage()];
}
} else {
$this->myLogger->logme('error', (' no file found ' . $file_name_with_path));
return ['status' => 'failed', 'message' => 'no file found'];
}
}
public function getDemographyData($members, $age_band_data, $members_heading, $available_col, $col_index)
{
$first_loop = 0;
$col_index_si = array_search('si enhancement', array_map('strtolower', $members_heading));
$col_index_relationship = array_search('relationship', array_map('strtolower', $members_heading));
$relations = [];
$si_amt = ['general']; // Initialize with 'general' as per first loop condition
// First pass - collect unique relations and SI amounts
foreach ($members as $member) {
if ($first_loop == 0) {
$first_loop++;
continue;
}
if ($member == null) {
continue;
}
if (!in_array($member[$col_index_relationship], $relations) && $member[$col_index_relationship] != null) {
$relations[] = $member[$col_index_relationship];
}
if (!in_array($member[$col_index_si], $si_amt) && $member[$col_index_si] != null) {
$si_amt[] = $member[$col_index_si];
}
}
// Initialize classifier array
$classifiers = [];
foreach ($si_amt as $si) {
$classifiers[$si] = [];
// Initialize relation counts including Grand Total row
foreach ($relations as $relation) {
$classifiers[$si][$relation] = [];
foreach ($age_band_data as $age_bands) {
foreach ($age_bands as $age_interval) {
$classifiers[$si][$relation][$age_interval] = 0;
}
}
// Add Grand Total column for each relation echo('test passed 3.5');
$classifiers[$si][$relation]['Grand Total'] = 0;
}
// Initialize Grand Total row
$classifiers[$si]['Grand Total'] = [];
foreach ($age_band_data as $age_bands) {
foreach ($age_bands as $age_interval) {
$classifiers[$si]['Grand Total'][$age_interval] = 0;
}
}
// Add grand total of grand totals
$classifiers[$si]['Grand Total']['Grand Total'] = 0;
}
// Process members and count them
foreach ($members as $member) {
if ($first_loop == 0) {
$first_loop++;
continue;
}
// Get age
$age = $this->getAge($available_col, $member, $col_index);
$relation = $member[$col_index_relationship];
$member_si = $member[$col_index_si];
// Find the correct age band (only once per member)
$found_band = false;
foreach ($age_band_data as $age_bands) {
if ($found_band) break;
foreach ($age_bands as $age_band) {
//get Min and Max Age
list($min_age, $max_age) = $this->getAgeRange($age_band);
// If age fits in this band
if ($age >= $min_age && $age <= $max_age) {
// Update counts for general category
if (isset($classifiers['general'][$relation][$age_band])) {
// Increment count for specific relation and age band
$classifiers['general'][$relation][$age_band]++;
// Update row total (Grand Total column)
$classifiers['general'][$relation]['Grand Total']++;
// Update column total (Grand Total row)
$classifiers['general']['Grand Total'][$age_band]++;
// Update grand total of grand totals
$classifiers['general']['Grand Total']['Grand Total']++;
}
// Update counts for specific SI category
if (isset($classifiers[$member_si][$relation][$age_band])) {
// Increment count for specific relation and age band
$classifiers[$member_si][$relation][$age_band]++;
// Update row total (Grand Total column)
$classifiers[$member_si][$relation]['Grand Total']++;
// Update column total (Grand Total row)
$classifiers[$member_si]['Grand Total'][$age_band]++;
// Update grand total of grand totals
$classifiers[$member_si]['Grand Total']['Grand Total']++;
}
$found_band = true;
break;
}
}
}
}
return $classifiers;
}
public function generateClassifierSpreadsheet($classifiers, $outputDir = 'exports')
{
if (!file_exists($outputDir)) {
if (!mkdir($outputDir, 0755, true)) {
throw new Exception("Failed to create directory: $outputDir");
}
}
// Check if directory is writable
if (!is_writable($outputDir)) {
throw new Exception("Directory is not writable: $outputDir");
}
// Generate unique filename
$timestamp = date('Y-m-d_His');
$filename = "member_classification_{$timestamp}.xlsx";
$filepath = $outputDir . DIRECTORY_SEPARATOR . $filename;
// Check if file already exists (shouldn't happen with timestamp, but just in case)
if (file_exists($filepath)) {
$counter = 1;
while (file_exists($outputDir . DIRECTORY_SEPARATOR . "member_classification_{$timestamp}_{$counter}.xlsx")) {
$counter++;
}
$filename = "member_classification_{$timestamp}_{$counter}.xlsx";
$filepath = $outputDir . DIRECTORY_SEPARATOR . $filename;
}
$spreadsheet = new Spreadsheet();
$sheet = $spreadsheet->getActiveSheet();
// Get all age bands
$age_bands = array_keys(reset($classifiers['general']));
array_pop($age_bands); // Remove 'Grand Total'
$age_bands[] = 'Grand Total'; // Add it back at the end
$currentRow = 5; // Start from row 5 to match the example
// Function to write section data
$writeSectionData = function ($data, $sheet, &$currentRow) use ($age_bands) {
// Set headers
$sheet->setCellValue('B' . $currentRow, 'Relationship');
$col = 'C';
foreach ($age_bands as $band) {
$sheet->setCellValue($col . $currentRow, $band);
$col++;
}
// Style headers
$lastCol = chr(ord('B') + count($age_bands));
$headerRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
$sheet->getStyle($headerRange)->applyFromArray([
'font' => ['bold' => true],
'borders' => [
'allBorders' => [
'borderStyle' => Border::BORDER_THIN,
'color' => ['rgb' => '000000'],
],
],
'alignment' => [
'horizontal' => Alignment::HORIZONTAL_CENTER,
],
]);
$currentRow++;
// Write data rows
foreach ($data as $relation => $values) {
if ($relation !== 'Grand Total') {
$sheet->setCellValue('B' . $currentRow, $relation);
$col = 'C';
foreach ($age_bands as $band) {
$value = $values[$band] ?: ''; // Convert 0 to empty string
$sheet->setCellValue($col . $currentRow, $value);
$col++;
}
// Style data row
$dataRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
$sheet->getStyle($dataRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => Border::BORDER_THIN,
'color' => ['rgb' => '000000'],
],
],
'alignment' => [
'horizontal' => Alignment::HORIZONTAL_CENTER,
],
]);
$currentRow++;
}
}
// Add Grand Total row
$sheet->setCellValue('B' . $currentRow, 'Grand Total');
$col = 'C';
foreach ($age_bands as $band) {
$sheet->setCellValue($col . $currentRow, $data['Grand Total'][$band]);
$col++;
}
// Style Grand Total row
$totalRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
$sheet->getStyle($totalRange)->applyFromArray([
'font' => ['bold' => true],
'borders' => [
'allBorders' => [
'borderStyle' => Border::BORDER_THIN,
'color' => ['rgb' => '000000'],
],
],
'fill' => [
'fillType' => Fill::FILL_SOLID,
'startColor' => ['rgb' => 'F2F2F2'],
],
'alignment' => [
'horizontal' => Alignment::HORIZONTAL_CENTER,
],
]);
$currentRow += 3; // Add gap after each section
};
// Write each SI section with gaps
foreach ($classifiers as $si_type => $data) {
$writeSectionData($data, $sheet, $currentRow);
}
// Auto-size columns
foreach (range('B', chr(ord('B') + count($age_bands))) as $col) {
$sheet->getColumnDimension($col)->setAutoSize(true);
}
// Create Excel file
try {
// Create Excel file
$writer = new Xlsx($spreadsheet);
$writer->save($filepath);
// Verify file was created successfully
if (!file_exists($filepath)) {
throw new Exception("Failed to create file: $filepath");
}
return [
'success' => true,
'filepath' => $filepath,
'filename' => $filename,
'fullpath' => realpath($filepath)
];
} catch (Exception $e) {
return [
'success' => false,
'error' => $e->getMessage()
];
}
}
public function getAge($available_col, $member, $col_index)
{
if ($available_col == 'age') {
$age = $member[$col_index];
} else {
$dob = $member[$col_index];
if ($dob == 'DOB') {
return;
}
$dobDate = \DateTime::createFromFormat('d-M-Y', $dob);
$currentDate = new \DateTime();
if ($dobDate == false) {
$this->myLogger->logme('error', $dob . 'is not valid');
return;
}
$age = $currentDate->diff($dobDate)->y;
}
return $age;
}
public function getAgeRange($age_band)
{
$age_band = trim($age_band);
// Parse age range
if (strpos($age_band, '-') === false) {
$min_age = (int)filter_var($age_band, FILTER_SANITIZE_NUMBER_INT);
$max_age = PHP_INT_MAX;
} else {
$parts = explode("-", $age_band);
$min_age = (int)$parts[0];
$max_age = (int)$parts[1];
}
return array($min_age, $max_age);
}
@ -802,7 +1134,7 @@ class LeadsController extends BaseController
{
helper('excel_util_helper');
helper('MailHelper');
helper('ExcelMergeHelper');
$params = $this->request->getGet();
// print_r($params); die;
$lead_id = $params['lead_id'];
@ -870,12 +1202,28 @@ class LeadsController extends BaseController
//get file path to attach
$file_info = $this->constructExcelToSaveTemp($lead_id, ($file_type == 'rfq' ? 1 : 2), $propsal_and_insurer);
if ($lead_data['file_name'] != null && $lead_data['file_name'] != '') {
$temp_file_path = $file_info['filePath'];
$temp_file_name = $file_info['fileName'];
$lead_file_path = WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'];
if ($lead_file_path) {
$filePaths = [
['file_path' => $temp_file_path, 'sheets' => []],
['file_path' => $lead_file_path, 'sheets' => []]
];
$outputPath = dirname($temp_file_path) . '/' . 'merged_' . $temp_file_name;
$result = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
// print_rr($result);
}
}
// print_rr($lead_data);
// print_rr($file_info);
// $file_path = WRITEPATH."uploads/excel/sample/correction.xls";
// $file_name = $file_type.'.xlsx';
// !dd($file_info);
$file_path = $file_info['filePath'];
$file_name = $file_info['fileName'];
$file_path = $result;
$file_name = basename($result);
$attachments = [['fileName' => $file_name, 'filePath' => $file_path]];
//get recipient address
@ -956,7 +1304,6 @@ class LeadsController extends BaseController
} else {
return $this->respond(['status' => false], 200);
}
}
public function getInsurerBranchContacts($insurer_and_branch_id)
@ -1082,7 +1429,6 @@ class LeadsController extends BaseController
$data['premium_data']['data'] = $premiumData;
return $data;
}
public function convertJsonForQCR($json, $type)
@ -1329,29 +1675,82 @@ class LeadsController extends BaseController
private function convertQCRJsonToPolicyTerms($data, $policy_type, $proposel_name, $insurer_name)
{
$GMC_Keys = [
"sum_insured", "family_floater", "family_floaters", "age_ratio", "waiverofpreexistingdiseases",
"maternitycoverage", "twindelivery", "preandpostnatal", "babyday1cover", "9monthwaitingperiodwaived",
"coverfromthedateofjoining", "waiverof1,2,3&4thyearexclusions", "waiverof30dayswaitingperiod",
"prehospitalizationcover", "congenitaldiseasesinternal", "copayzonewisecopay",
"bioabsorbablestenttoriclensmultifocallens", "roomrentlimit", "proportionatedeductionclause",
"ailmentcapping", "ambulancecharges", "airambulance", "familytransportationbenefit",
"reasonableandcustomarycharges", "ayudhtreatmentcover", "congenitaldiseasesexternal",
"optionalparentalcopay", "posthospitalizationcover", "corporatebuffer", "sublimitofcorporatebuffer",
"ayushTreatmentCoverData", "armdcovered", "suminsuredenhancement", "automaticsuminsuredreinstatement",
"additionalsicknessbenefit", "lasiksurgery", "midterminclusion", "capd", "organdonorexpenses",
"moderntreatmentsasperirdai", "Wellness", "days_of_discharge", "days_from_dod",
"special_condition_label", "special_condition_input", "multiple_sum_insured",
"cataract", "cataractData"
"sum_insured",
"family_floater",
"family_floaters",
"age_ratio",
"waiverofpreexistingdiseases",
"maternitycoverage",
"twindelivery",
"preandpostnatal",
"babyday1cover",
"9monthwaitingperiodwaived",
"coverfromthedateofjoining",
"waiverof1,2,3&4thyearexclusions",
"waiverof30dayswaitingperiod",
"prehospitalizationcover",
"congenitaldiseasesinternal",
"copayzonewisecopay",
"bioabsorbablestenttoriclensmultifocallens",
"roomrentlimit",
"proportionatedeductionclause",
"ailmentcapping",
"ambulancecharges",
"airambulance",
"familytransportationbenefit",
"reasonableandcustomarycharges",
"ayudhtreatmentcover",
"congenitaldiseasesexternal",
"optionalparentalcopay",
"posthospitalizationcover",
"corporatebuffer",
"sublimitofcorporatebuffer",
"ayushTreatmentCoverData",
"armdcovered",
"suminsuredenhancement",
"automaticsuminsuredreinstatement",
"additionalsicknessbenefit",
"lasiksurgery",
"midterminclusion",
"capd",
"organdonorexpenses",
"moderntreatmentsasperirdai",
"Wellness",
"days_of_discharge",
"days_from_dod",
"special_condition_label",
"special_condition_input",
"multiple_sum_insured",
"cataract",
"cataractData"
];
$GPA_Keys = [
"sumInsured2", "totalSumInsured", "age_ratio", "accidentalDeathBenefit", "permanentTotalDisablement",
"permanentPartialDisablement", "temporaryTotalDisablementBenefit", "accidentalHospitalizationExpenses",
"childrenEducationWelfareFund", "compassionateVisitExpenses", "compassionateVisitExpensesData",
"brokenBoneExpenses", "brokenBoneExpensesData", "ambulanceCharges", "ambulanceChargesData",
"burnExpenses", "burnExpensesData", "carriageOfDeadBody", "carriageOfDeadBodyData",
"animalSnakeInsectBite", "terrorism", "worldwideCover", "gpa_special_condition_label",
"gpa_special_condition_input", "multiple_sum_insured"
"sumInsured2",
"totalSumInsured",
"age_ratio",
"accidentalDeathBenefit",
"permanentTotalDisablement",
"permanentPartialDisablement",
"temporaryTotalDisablementBenefit",
"accidentalHospitalizationExpenses",
"childrenEducationWelfareFund",
"compassionateVisitExpenses",
"compassionateVisitExpensesData",
"brokenBoneExpenses",
"brokenBoneExpensesData",
"ambulanceCharges",
"ambulanceChargesData",
"burnExpenses",
"burnExpensesData",
"carriageOfDeadBody",
"carriageOfDeadBodyData",
"animalSnakeInsectBite",
"terrorism",
"worldwideCover",
"gpa_special_condition_label",
"gpa_special_condition_input",
"multiple_sum_insured"
];
// Select keys based on policy type
@ -1383,8 +1782,10 @@ class LeadsController extends BaseController
$value = $cellData['value'] ?? '';
// Skip unwanted keys
if (in_array($parentth, ['Sno', 'Item Key', 'Particulars', 'Action']) ||
in_array($subth, ['Quote Asked'])) {
if (
in_array($parentth, ['Sno', 'Item Key', 'Particulars', 'Action']) ||
in_array($subth, ['Quote Asked'])
) {
continue;
}
@ -1444,7 +1845,6 @@ class LeadsController extends BaseController
}
return $this->respond(['status' => false, 'message' => 'Failed to create policy', 'data' => $data], 200);
}
//------------------------------------------------------------------------------------------------

241
app/Helpers/ExcelMergeHelper.php
View File

@ -4,90 +4,215 @@ namespace App\Helpers;
use Exception;
use PhpOffice\PhpSpreadsheet\IOFactory;
use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
use PhpOffice\PhpSpreadsheet\Spreadsheet;
use PhpOffice\PhpSpreadsheet\Worksheet\Worksheet;
class ExcelMergeHelper
{
/**
* Merge multiple Excel files into a single spreadsheet.
*
* @param array $filesToMerge Array of files to merge.
* @param string $outputPath Path to save the merged file.
* @return bool True if merge successful, false otherwise.
*/
public static function mergeExcelFiles(array $filesToMerge, string $outputPath): bool
protected static $logger;
public static function initialize()
{
self::$logger = \Config\Services::mylogger();
}
public static function mergeExcelFiles(array $filesToMerge, string $outputPath)
{
try {
// Validate input: If no files are provided, throw an error.
self::initialize();
if (empty($filesToMerge)) {
throw new Exception("No files provided for merging");
throw new Exception("No files provided for merging.");
}
// Initialize the base spreadsheet (starting with null, will be created with the first file)
$spreadsheet = null;
// Loop through the files to merge
foreach ($filesToMerge as $filePath => $sheetsToMerge) {
// Load the current file
$currentSpreadsheet = IOFactory::load($filePath);
// Debugging: Log the number of sheets in the current file
error_log("File: $filePath has " . $currentSpreadsheet->getSheetCount() . " sheets.");
// If this is the first file, initialize the base spreadsheet
if ($spreadsheet === null) {
$spreadsheet = $currentSpreadsheet;
// If specific sheets are provided for the first file, remove the others
if (!is_null($sheetsToMerge) && !empty($sheetsToMerge)) {
$sheetCount = $spreadsheet->getSheetCount();
for ($i = $sheetCount - 1; $i >= 0; $i--) {
if (!in_array($i, $sheetsToMerge)) {
$spreadsheet->removeSheetByIndex($i);
// Validate files exist and are readable
foreach ($filesToMerge as $fileData) {
if (!file_exists($fileData['file_path'])) {
throw new Exception("File not found: " . $fileData['file_path']);
}
if (!is_readable($fileData['file_path'])) {
throw new Exception("File not readable: " . $fileData['file_path']);
}
}
}
} else {
// If we are not working with the first file, we need to merge specified sheets
if (is_null($sheetsToMerge) || empty($sheetsToMerge)) {
// If no specific sheets, merge all sheets
$sheetsToMerge = range(0, $currentSpreadsheet->getSheetCount() - 1);
self::$logger->logme('error',"Creating new spreadsheet...");
$mergedSpreadsheet = new Spreadsheet();
$firstSheet = true;
foreach ($filesToMerge as $fileIndex => $fileData) {
$filePath = $fileData['file_path'];
$sheetsToMerge = $fileData['sheets'];
self::$logger->logme('error',"Processing file $fileIndex: $filePath");
try {
self::$logger->logme('error',"Attempting to load file: $filePath");
$reader = IOFactory::createReaderForFile($filePath);
$reader->setReadDataOnly(true); // This can help with memory usage
self::$logger->logme('error',"Reader created successfully");
$currentSpreadsheet = $reader->load($filePath);
self::$logger->logme('error',"File loaded successfully");
$sheetCount = $currentSpreadsheet->getSheetCount();
self::$logger->logme('error',"File $filePath has $sheetCount sheets.");
if (empty($sheetsToMerge)) {
$sheetsToMerge = range(0, $sheetCount - 1);
}
// Merge the specified sheets from the current file
foreach ($sheetsToMerge as $sheetIndex) {
// Check if sheet index is within bounds
if ($sheetIndex < 0 || $sheetIndex >= $currentSpreadsheet->getSheetCount()) {
throw new Exception("Invalid sheet index $sheetIndex in file $filePath");
foreach ($sheetsToMerge as $sourceSheetIndex) {
self::$logger->logme('error',"Processing sheet index: $sourceSheetIndex");
if ($sourceSheetIndex < 0 || $sourceSheetIndex >= $sheetCount) {
self::$logger->logme('error',"Invalid sheet index $sourceSheetIndex in file $filePath");
continue;
}
// Retrieve the sheet to copy
$sheetToCopy = $currentSpreadsheet->getSheet($sheetIndex);
try {
$sourceSheet = $currentSpreadsheet->getSheet($sourceSheetIndex);
self::$logger->logme('error',"Source sheet loaded");
// Handle sheet name collision by renaming the sheet with a counter
$baseName = $sheetToCopy->getTitle();
$sheetName = $baseName;
$baseName = $sourceSheet->getTitle();
self::$logger->logme('error',"Processing sheet: $baseName");
$newSheetName = $baseName;
$counter = 1;
while ($spreadsheet->sheetNameExists($sheetName)) {
$sheetName = $baseName . '_merged_' . $counter;
while ($mergedSpreadsheet->sheetNameExists($newSheetName)) {
$newSheetName = $baseName . '_' . $fileIndex . '_' . $counter;
$counter++;
}
$sheetToCopy->setTitle($sheetName);
self::$logger->logme('error',"New sheet name will be: $newSheetName");
// Clone and add the sheet to the base spreadsheet
$spreadsheet->addSheet(clone $sheetToCopy);
if ($firstSheet) {
$targetSheet = $mergedSpreadsheet->getActiveSheet();
$targetSheet->setTitle($newSheetName);
$firstSheet = false;
self::$logger->logme('error',"Using first sheet");
} else {
$targetSheet = new Worksheet($mergedSpreadsheet, $newSheetName);
$mergedSpreadsheet->addSheet($targetSheet);
self::$logger->logme('error',"Created new sheet");
}
self::$logger->logme('error',"Starting content copy for sheet: $newSheetName");
self::copyWorksheetContent($sourceSheet, $targetSheet);
self::$logger->logme('error',"Content copied successfully for sheet: $newSheetName");
} catch (Exception $e) {
self::$logger->logme('error',"Error processing sheet $sourceSheetIndex: " . $e->getMessage());
self::$logger->logme('error',"Error trace: " . $e->getTraceAsString());
continue;
}
}
// Save the merged file
$writer = new Xlsx($spreadsheet);
// Free up memory
$currentSpreadsheet->disconnectWorksheets();
unset($currentSpreadsheet);
self::$logger->logme('error',"Cleaned up spreadsheet resources");
} catch (Exception $e) {
self::$logger->logme('error',"Error processing file $filePath: " . $e->getMessage());
self::$logger->logme('error',"Error trace: " . $e->getTraceAsString());
continue;
}
self::$logger->logme('error',"Current sheet names in merged spreadsheet:");
foreach ($mergedSpreadsheet->getSheetNames() as $name) {
self::$logger->logme('error'," - $name");
}
}
if ($mergedSpreadsheet->getSheetCount() === 0) {
throw new Exception("No sheets were successfully merged.");
}
self::$logger->logme('error',"Setting active sheet to index 0");
$mergedSpreadsheet->setActiveSheetIndex(0);
self::$logger->logme('error',"Preparing to save merged file to: $outputPath");
// Ensure output directory exists
$outputDir = dirname($outputPath);
if (!is_dir($outputDir)) {
mkdir($outputDir, 0777, true);
}
if (!is_writable($outputDir)) {
throw new Exception("Output directory is not writable: $outputDir");
}
if (ob_get_length()) {
ob_end_clean();
}
self::$logger->logme('error',"Creating Excel writer");
$writer = new Xlsx($mergedSpreadsheet);
self::$logger->logme('error',"Saving file...");
$writer->save($outputPath);
return true; // Return true if merge was successful
// Free up memory
$mergedSpreadsheet->disconnectWorksheets();
unset($mergedSpreadsheet);
self::$logger->logme('error',"Merge successful. File saved at: $outputPath");
return $outputPath;
} catch (Exception $e) {
// Log the error (optional) and return false on failure
error_log("Excel Merge Error: " . $e->getMessage());
return false;
self::$logger->logme('error',"Excel Merge Error: " . $e->getMessage());
self::$logger->logme('error',"Error trace: " . $e->getTraceAsString());
throw $e;
}
}
private static function copyWorksheetContent($sourceSheet, $targetSheet)
{
try {
self::$logger->logme('error',"Starting copyWorksheetContent");
// Get the highest row and column indexes
$highestRow = $sourceSheet->getHighestRow();
$highestColumn = $sourceSheet->getHighestColumn();
self::$logger->logme('error',"Copying data from range A1:{$highestColumn}{$highestRow}");
// Copy cell values only first for better performance
foreach ($sourceSheet->getRowIterator() as $row) {
$cellIterator = $row->getCellIterator();
$cellIterator->setIterateOnlyExistingCells(true);
foreach ($cellIterator as $cell) {
$column = $cell->getColumn();
$rowIndex = $cell->getRow();
$targetSheet->setCellValue($column . $rowIndex, $cell->getValue());
}
}
self::$logger->logme('error',"Basic cell values copied");
// Copy column dimensions
foreach ($sourceSheet->getColumnDimensions() as $columnId => $sourceDim) {
$targetSheet->getColumnDimension($columnId)
->setWidth($sourceDim->getWidth())
->setVisible($sourceDim->getVisible())
->setAutoSize($sourceDim->getAutoSize());
}
self::$logger->logme('error',"Column dimensions copied");
// Copy row dimensions
foreach ($sourceSheet->getRowDimensions() as $rowId => $sourceDim) {
$targetSheet->getRowDimension($rowId)
->setRowHeight($sourceDim->getRowHeight())
->setVisible($sourceDim->getVisible());
}
self::$logger->logme('error',"Row dimensions copied");
// Copy basic worksheet properties
$targetSheet->setShowGridlines($sourceSheet->getShowGridlines());
$targetSheet->setShowRowColHeaders($sourceSheet->getShowRowColHeaders());
self::$logger->logme('error',"Worksheet properties copied");
} catch (Exception $e) {
self::$logger->logme('error',"Error in copyWorksheetContent: " . $e->getMessage());
self::$logger->logme('error',"Error trace: " . $e->getTraceAsString());
throw $e;
}
}
}

38
app/Models/COShareStmtDetailsModel.php Normal file
View File

@ -0,0 +1,38 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class COShareStmtDetailsModel extends Model
{
protected $table = 'co_share_stmt_details';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $protectFields = true;
protected $allowedFields = [
'id',
'co_share_id',
'statement_id',
'actual_bp_amt',
'actual_tp_amt',
'actual_tep_amt',
'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',
'created_by',
'updated_by',
'is_active'
];
}

6
app/Models/InsurerStatements.php
View File

@ -23,7 +23,11 @@ class InsurerStatements extends Model
"invoice_no",
"invoice_amount",
"invoice_date",
"updated_by"
"updated_by",
"stmt_sno",
"gst_per",
"gst_value",
"invoice_value"
];

1
app/Models/InvPaymentDetailsModel.php
View File

@ -16,6 +16,7 @@ class InvPaymentDetailsModel extends Model
'inv_amt',
'utr_no',
'tds',
'gst',
'received_date',
'created_by',
'is_active',

14
app/Models/PTCOShareDetailsModel.php
View File

@ -67,8 +67,11 @@ class PTCOShareDetailsModel extends Model
'follower_policy_no',
];
public function getNonReconcileredPolicyTransactions(string $month,string $year,string $insurer_id,string $insurer_branch_id)
public function getNonReconcileredPolicyTransactions(string $insurer_id,string $insurer_branch_id)
{
$currentDate = date('Y-m-d');
$sixMonthsAgo = date('Y-m-01', strtotime('-6 months'));
return $this->db->table('pt_co_share_details pt_co')
->select('
pt_co.id,
@ -94,12 +97,15 @@ class PTCOShareDetailsModel extends Model
->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.month)', $month)
->where('YEAR(pt.month)', $year)
->where('pt.is_active', 1)
// ->where('MONTH(pt.month)', $month)
// ->where('YEAR(pt.month)', $year)
->where('pt_co.insurer_id', $insurer_id)
->where('pt_co.insurer_branch_id', $insurer_branch_id)
->where('pt_co.statement_id is null')
// ->where('pt_co.statement_id is null')
->where('pt.status','completed')
->where('DATE(pt.created_at) >=', $sixMonthsAgo)
->where('DATE(pt.created_at) <=', $currentDate)
// ->where('pt_co.exp_amt', 0.00)
// ->orWhere('pt_co.exp_amt is null')
->get()

50
app/Models/PolicyTransactionModel.php
View File

@ -978,7 +978,7 @@ class PolicyTransactionModel extends Model
return $builder->get()->getResultArray();
}
public function getOutstandingReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
public function getOutstandingReportList_OLD($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
$builder = $this->db->table('policy_transaction')
->select("
@ -1076,4 +1076,52 @@ class PolicyTransactionModel extends Model
return $builder->get()->getResultArray();
}
public function getOutstandingReportList($start_date = 0, $end_date = 0, $insurer_id = 0,$insurer_branch_id = 0)
{
$builder = $this->db->table('insurer_statements s')
->select('
s.id,
s.insurer_id,
s.branch_id,
ins.short_name,
ib.branch_name,
s.month,
s.line_items,
s.stmt_sno,
s.invoice_status,
s.invoice_date,
s.invoice_no,
s.invoice_amount,
COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0) AS total_paid,
(s.invoice_amount - COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0)) AS outstanding_amount
')
->join('inv_payment_details p', 's.id = p.statement_id', 'left')
->join('insurers ins', 's.insurer_id = ins.id')
->join('insurer_branch ib', 's.branch_id = ib.id')
->where('s.is_active', 1)
->where('p.is_active', 1)
->groupBy('s.id, s.invoice_no, s.invoice_date, s.invoice_amount')
->having('outstanding_amount >', 0);
// ->get();
// Date range filtering
if ($start_date != 0 && $end_date != 0) {
$builder->where('s.month >=', $start_date)
->where('s.month <=', $end_date);
}
if ($insurer_id != 0) {
$builder->where('s.insurer_id', $insurer_id);
}
if ($insurer_branch_id != 0) {
$builder->where('s.branch_id', $insurer_branch_id);
}
$builder->orderBy('s.id', 'desc');
return $builder->get()->getResultArray();
}
}

315
app/Views/insurer_statement_list.php
View File

@ -103,6 +103,10 @@ table.dataTable tbody td {
.slider.round:before {
border-radius: 50%;
}
.disabled-option {
color: gray;
}
</style>
<div class="row" id="inception_list">
@ -125,6 +129,7 @@ table.dataTable tbody td {
<th></th>
<th><div class="column-header">Insurer</div></th>
<th><div class="column-header">Month</div></th>
<th><div class="column-header">Statement<br>sno</div></th>
<th><div class="column-header">Filename</div></th>
<th><div class="column-header">Line<br>items</div></th>
<th><div class="column-header">File<br>status</div></th>
@ -140,6 +145,7 @@ table.dataTable tbody td {
<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['stmt_sno'] ?> </td>
<td><?php echo $row['file_name'] ?> </td>
<td><?php echo $row['line_items'] ?></td>
<td><?php echo $row['file_status'];
@ -172,6 +178,9 @@ table.dataTable tbody td {
<a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" data-exp-amt="<?= $row['exp_inv_amt'];?>" data-received-amt="<?= $row['received_inv_amt'];?>" onclick="showInvoiceStatusModal(event)">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Invoice status
</a>
<a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>"onclick="deleteStatement(<?= $row['id'];?>)">
<i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
</a>
</div>
</div>
<?php } ?>
@ -218,8 +227,24 @@ table.dataTable tbody td {
</div>
<div class="form-group col-md-10">
<label for="statement_month">Statement month</label>
<input type="text" class="form-control" id="statement_month" name="statement_month" placeholder="" required readonly>
<input type="text" class="form-control" id="statement_month" name="statement_month" placeholder="" required readonly onchange="getStatementNo()">
</div>
<div class="form-group col-md-10">
<label for="statement_no">Statement no</label>
<select class="form-control" id="statement_no" name="statement_no" required >
<option value="" selected>Select statement no</option>
<?php
$stmt_no = [1,2,3,4,5,6,7];
if (isset($stmt_no) && count($stmt_no)) {
foreach ($stmt_no as $key => $value) {
echo "<option value=" . $value . ">" . $value . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-10" >
<label for="statment">Statement </label> <span><a href="downloadSampleInsurerStatement" id="download_sample_file" style="font-size: small;">Download sample file</a></span>
<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">
@ -255,7 +280,7 @@ table.dataTable tbody td {
<!-- Invoice status content modal-->
<div class="modal fade" id="invoice_modal" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
<div class="modal-dialog modal-lg">
<div class="modal-dialog modal-lg" style="max-width:1000px;">
<div class="modal-content">
<div class="modal-header">
<h4 class="modal-title" id="title">Update Invoice Status</h4>
@ -286,32 +311,65 @@ table.dataTable tbody td {
<label for="addon_policy">Exp Amount</label>
<input type="text" class="form-control" id="modal_exp_amt" placeholder="" disabled>
</div> -->
<div class="form-group col-md-4" id="modal_received_amt_div">
<label for="addon_policy">Total Received Amount</label>
<input type="text" class="form-control" id="modal_received_amt" placeholder="" disabled>
</div>
</div>
<!-- Invoice Number and Invoice Date in same row -->
<!-- <div id="invoice_no_div_modal" style="display: none;"> -->
<div class="row" id="invoice_no_div_modal" style="display: none;">
<div class="form-group col-md-4">
<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-4">
<label for="invoice_no">Invoice Amount<span id="base_danger" class="text-danger"></span></label>
<input type="number" class="form-control" id="invoice_amount_no_modal" name="invoice_amount" placeholder="Enter Invoice Amt" required>
</div>
<div class="form-group col-md-4">
<label for="invoice_date">Invoice Date</label>
<input type="text" class="form-control" id="invoice_date_modal" name="invoice_date" value="<?php echo date('Y-m-d'); ?>" readonly required>
</div>
<div class="form-group col-md-4">
<label for="invoice_value_modal">Invoice value<span id="base_danger" class="text-danger"></span></label>
<input type="number" class="form-control" id="invoice_value_modal" name="invoice_value" placeholder="Enter Invoice Value" readonly>
</div>
</div>
<div class="row" id="invoice_no_div_modal2" style="display: none;">
<div class="form-group col-md-4">
<label for="gst_value_modal">GST %<span id="base_danger" class="text-danger"></span></label>
<input type="number" class="form-control" id="gst_per_modal" name="invoice_gst_per" placeholder="Enter GST %" required onchange="calcGSTValue()">
</div>
<div class="form-group col-md-4">
<label for="gst_value_modal">GST Value<span id="base_danger" class="text-danger"></span></label>
<input type="number" class="form-control" id="gst_value_modal" name="invoice_gst" placeholder="Enter Invoice Value" required readonly step="0.01">
</div>
<div class="form-group col-md-4">
<label for="invoice_no">Invoice Amount<span id="base_danger" class="text-danger"></span></label>
<input type="number" class="form-control" id="invoice_amount_no_modal" name="invoice_amount" placeholder="Enter Invoice Amt" required readonly step="0.01">
</div>
<!-- <div class="form-group col-md-3" id="modal_received_amt_div">
<label for="addon_policy">Total Received Amount</label>
<input type="text" class="form-control" id="modal_received_amt" placeholder="" disabled>
</div> -->
</div>
<div class="row" id="modal_received_amt_div">
<div class="form-group col-md-4" >
<label for="addon_policy">Total Received Amount</label>
<input type="number" class="form-control" id="modal_received_amt" placeholder="" disabled>
</div>
</div>
<!-- </div> -->
</div>
<!-- Payment Received Table -->
<div class="form-group col-md-12" style="display: none;" id="payment_table_div_modal">
<div class="form-group col-md-12" style="display: none;" id="payment_table_div_modal" style="max-width: 800px;">
<button type="button" id="add_row_btn" class="btn btn-secondary float-right"><i class="fa fa-plus"></i></button>
@ -319,7 +377,8 @@ table.dataTable tbody td {
<thead>
<tr>
<th style="display: none;">pk</th>
<th>Received Amount</th>
<th>Invoice value</th>
<th>GST</th>
<th>TDS</th>
<th>UTR Number</th>
<th>Date</th>
@ -330,6 +389,7 @@ table.dataTable tbody td {
<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="received_amount[]" placeholder="Enter Amount" required onchange="checkInvAmont(event)"></td>
<td><input type="number" class="form-control" name="gst_amount[]" placeholder="Enter GST" required step="0.01" onchange="checkInvAmont(event)"></td>
<td><input type="number" class="form-control" name="tds[]" placeholder="Enter TDS" onchange="checkInvAmont(event)" required></td>
<td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" required></td>
<td><input type="text" class="form-control payment_date" name="payment_date[]" value="<?php echo date('d/m/Y'); ?>" placeholder="dd/mm/yyyy" required readonly></td>
@ -358,12 +418,14 @@ table.dataTable tbody td {
const invoiceStatus = this.value;
console.log(invoiceStatus);
const invoiceNoDiv = document.getElementById('invoice_no_div_modal');
const invoiceNoDiv2 = document.getElementById('invoice_no_div_modal2');
// const invoiceDateDiv = document.getElementById('invoice_date_div_modal');
const paymentTableDiv = document.getElementById('payment_table_div_modal');
const totalReceivedAmtDiv = document.getElementById('modal_received_amt_div');
// Hide everything initially
invoiceNoDiv.style.display = 'none';
invoiceNoDiv2.style.display = 'none';
// invoiceDateDiv.style.display = 'none';
paymentTableDiv.style.display = 'none';
totalReceivedAmtDiv.style.display = 'none';
@ -371,6 +433,7 @@ table.dataTable tbody td {
// Show fields based on selected status
if (invoiceStatus === 'generated' || invoiceStatus === 'sent') {
invoiceNoDiv.style.display = 'flex';
invoiceNoDiv2.style.display = 'flex';
totalReceivedAmtDiv.style.display = 'none';
switchRequired('invoice_no_modal',true);
switchRequired('invoice_date_modal',true);
@ -384,6 +447,7 @@ table.dataTable tbody td {
// invoiceDateDiv.style.display = 'block';
} else if (invoiceStatus === 'payment_received') {
invoiceNoDiv.style.display = 'flex';
invoiceNoDiv2.style.display = 'flex';
paymentTableDiv.style.display = 'block';
totalReceivedAmtDiv.style.display = 'block';
switchRequired('invoice_no_modal',true);
@ -399,6 +463,7 @@ table.dataTable tbody td {
}else if(invoiceStatus === 'pending')
{
invoiceNoDiv.style.display = 'none';
invoiceNoDiv2.style.display = 'none';
paymentTableDiv.style.display = 'none';
totalReceivedAmtDiv.style.display = 'none';
// switchRequired('modal_received_amt_div',false);
@ -435,6 +500,13 @@ table.dataTable tbody td {
$('#invoiceForm').on('submit', function (e) {
e.preventDefault(); // Prevent default form submission
var res = checkInvAmont();
if(!res)
{
return false;
}
var form = document.getElementById('invoiceForm');
// alert(form.checkValidity());
// alert($('#invoice_date_modal').val());
@ -487,7 +559,7 @@ table.dataTable tbody td {
$('.close').click()
// Reset the form data
$('#invoiceForm')[0].reset();
// $('#invoiceForm')[0].reset();
alert('Invoice updated successfully!');
location.reload();
@ -513,6 +585,7 @@ table.dataTable tbody td {
newRow.innerHTML = `
<td style="display: none;"><input type="hidden" class="form-control" name="pk[]" placeholder="Enter Amount"></td>
<td><input type="number" class="form-control" name="received_amount[]" placeholder="Enter Amount" onchange="checkInvAmont(event)" required></td>
<td><input type="number" class="form-control" name="gst_amount[]" placeholder="Enter GST" onchange="checkInvAmont(event)" required step="0.01"></td>
<td><input type="number" class="form-control" name="tds[]" placeholder="Enter TDS" onchange="checkInvAmont(event)" required></td>
<td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" required></td>
<td><input type="text" class="form-control payment_date" value="<?php echo date('d/m/Y'); ?>" name="payment_date[]" placeholder="dd/mm/yyyy" required readonly></td>
@ -628,6 +701,10 @@ function showInvoiceStatusModal(event)
document.getElementById('invoice_date_modal').value = response.data.invoice_date === '' ? <?php echo date('d-m-Y')?> : response.data.invoice_date;
document.getElementById('invoice_amount_no_modal').value = response.data.invoice_amount;
document.getElementById('invoice_value_modal').value = response.data.invoice_value;
document.getElementById('gst_per_modal').value = response.data.gst_per;
document.getElementById('gst_value_modal').value = response.data.gst_value;
if (!$('#invoice_date_modal').val()) {
// alert('nope');
// Set today's date as the default date
@ -646,6 +723,7 @@ function showInvoiceStatusModal(event)
row.innerHTML = `
<td style="display: none;"><input type="hidden" class="form-control" name="pk[]" value="${payment.id}"></td>
<td><input type="number" class="form-control" name="received_amount[]" placeholder="Enter Amount" value="${payment.inv_amt}" onchange="checkInvAmont(event)" required></td>
<td><input type="number" class="form-control" name="gst_amount[]" placeholder="Enter Amount" value="${payment.gst}" onchange="checkInvAmont(event)" required step="0.01"></td>
<td><input type="number" class="form-control" name="tds[]" placeholder="Enter Amount" value="${payment.tds}" onchange="checkInvAmont(event)" required></td>
<td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" value="${payment.utr_no}" required></td>
<td><input type="text" class="form-control payment_date" name="payment_date[]" value="${formatDateToDMY(payment.received_date)}" required readonly></td>
@ -730,8 +808,6 @@ maxDate.setDate(today.getDate() + 180);
}
$('#btnSubmit').prop('disabled', true).text('Submitting...');
// Create FormData object
var formData = new FormData($(this)[0]);
for (var pair of formData.entries()) {
@ -773,6 +849,9 @@ maxDate.setDate(today.getDate() + 180);
toastr.error('Something went wrong! Try later', 'Error');
window.location.reload(true);
}
$('.close').click()
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
$('#btnSubmit').prop('disabled', false).text('Submit');
@ -782,11 +861,13 @@ maxDate.setDate(today.getDate() + 180);
console.error("Request failed:", status, error);
toastr.error('Something went wrong! Try later', 'Error');
$('#uploadForm')[0].reset();
$('.close').click()
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
window.location.reload(true);
}
});
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
});
function fetchFileError(file_id) {
@ -810,7 +891,7 @@ maxDate.setDate(today.getDate() + 180);
var file_error_html = "";
if (file_error_data['error_code'] == 1) {
file_error_html += 'The following row no(s) from excel are <span style="font-weight:bold">either already mapped / not found with policy transactions / duplicates.</span>';
file_error_html += 'The following row no(s) from excel are <span style="font-weight:bold">not found with policy transactions / duplicates.</span>';
file_error_html += ' : ' + '<span style="font-weight:bolder">' + file_error_data['error_data'].join(',') + '</span>';
}
@ -835,19 +916,21 @@ maxDate.setDate(today.getDate() + 180);
}
function checkInvAmont(event) {
function checkInvAmont(event = null) {
var total = 0;
var receivedAmounts = document.querySelectorAll('input[name="received_amount[]"]');
var receivedGST = document.querySelectorAll('input[name="gst_amount[]"]');
var tdsAmounts = document.querySelectorAll('input[name="tds[]"]');
// console.log();
receivedAmounts.forEach(function(el, index) {
// Get the received amount
let receivedVal = parseFloat(el.value) || 0;
// Get the corresponding tds amount (paired with the received amount)
let gstVal = parseFloat(receivedGST[index].value) || 0;
let tdsVal = parseFloat(tdsAmounts[index].value) || 0;
// Add received amount and tds amount
// console.log();
total += (receivedVal + tdsVal);
total += (receivedVal + tdsVal + gstVal);
});
// console.log(total);
// Get the expected invoice amount
@ -855,9 +938,16 @@ function checkInvAmont(event) {
// Check if the total exceeds the expected amount
if (exp_amt < total) {
alert('Exceeds Invoice amount');
event.target.value = ''; // Reset the value of the element that triggered the event
alert('Exceeds Invoice amount...Plz adjust numbers');
if(event != null)
{
event.target.value = '';
}
return false; // Reset the value of the element that triggered the event
}
return true;
}
@ -889,5 +979,186 @@ function switchRequired(elementId, isRequired, type = 'id') {
}
}
function getStatementNo()
{
var insurer_id = $('#insurer').val();
var statement_month = $('#statement_month').val();
console.log(insurer_id+' / '+statement_month);
if(insurer_id == "")
{
alert('Choose insurer...!');
$('#statement_month').val('');
}
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
var apiURL = 'getInsurerStatementMonth?insurer_id=' +insurer_id+'&month='+statement_month ;
$.ajax({
url: apiURL,
type: "GET",
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 !== "") {
disableStatementNo(response.data)
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
} 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);
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
} else {
console.error('Something went wrong!');
// alert('Something went wrong! Try later');
toastr.error('Something went wrong! Try later', 'Error');
// window.location.reload(true);
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
}
},
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');
}
});
// $('.loader').fadeOut();
// $('.loader-mask').delay(10).fadeOut('slow');
}
function calcGSTValue()
{
// alert('calcGSTValue');
var gst_per = document.getElementById('gst_per_modal').value;
var invoice_value_dom_obj = document.getElementById('invoice_value_modal');
var invoice_value = invoice_value_dom_obj.value;
var gst_value_dom_obj = document.getElementById('gst_value_modal');
var gst_value = gst_value_dom_obj.value;
var invoice_amount_dom_obj = document.getElementById('invoice_amount_no_modal');
// var invoice_amount = invoice_amount_dom_obj.value();
gst_value_dom_obj.value = (parseFloat(gst_per) / 100 ) * invoice_value;
invoice_amount_dom_obj.value = parseFloat(invoice_value_dom_obj.value) + parseFloat(gst_value_dom_obj.value);
checkInvAmont();
}
function disableStatementNo(arr)
{
// JavaScript array with values to disable
// const disableValues = arr;
const disableIds = arr.map(item => item.stmt_sno);
console.log(disableIds);
// Get the select element
const selectElement = document.getElementById("statement_no");
// Variable to track if the first enabled option is selected
let firstEnabledOptionSelected = false;
// Iterate over the options in the select element
Array.from(selectElement.options).forEach(option => {
// If the option value is in the disableIds array, disable it
console.log(option.value);
option.disabled = false;
option.style.backgroundColor = "";
if (disableIds.includes((option.value))) {
option.disabled = true;
option.style.backgroundColor = "lightgray";
}
else if (!firstEnabledOptionSelected && option.value !== "") {
// Automatically select the first enabled option
option.selected = true;
firstEnabledOptionSelected = true;
}
});
}
function deleteStatement(id)
{
//alert(id);
Swal.fire({
title: "Do you want to delete statement & it's invoice data if any?",
showCancelButton: true,
confirmButtonText: "Delete",
confirmButtonColor: "#ff3333",
}).then((result) => {
console.log(result);
if (result.isConfirmed) {
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
var apiURL = 'deleteStatement/' + id;
// console.log('Truncate API URL : ', apiURL);
$.ajax({
url: apiURL,
method: 'GET',
headers: {
"X-Requested-With": "XMLHttpRequest"
},
success: function(response) {
// console.log('Truncate Response', response)
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
if (response.code === 200 && response.dataStatus === true) {
Swal.fire({
title: "Deleted!",
icon: "success"
});
window.location.reload(true);
} else {
Swal.fire({
title: "Failed!",
text: 'Something went wrong! Try later',
icon: "error"
});
window.location.reload(true);
}
},
error: function(xhr, status, error) {
console.error(xhr.responseText);
console.error(status, error);
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
console.error('Error fetching data from API:', error);
toastr.error('Something went wrong! Try later', 'Error');
window.location.reload(true);
}
});
}
});
}
</script>

71
app/Views/outstanding_report_list.php
View File

@ -41,7 +41,7 @@ table.dataTable tbody td {
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label for="client_branch">Client<span class="text-danger"></span></label>
<select class="form-control" id="client_id" name="client_id">
<option value="0">Select Client</option>
@ -53,7 +53,7 @@ table.dataTable tbody td {
}
?>
</select>
</div>
</div> -->
<div class="form-group col-md-3">
<label for="addon_policy"> Insurer <span id="base_danger"
@ -69,6 +69,19 @@ table.dataTable tbody td {
</div>
<div class="form-group col-md-3">
<label for="addon_policy"> Insurer Branch<span id="base_danger"
class="text-danger"></span></label>
<select class="form-control" id="insurer_id" name="insurer_id">
<option value="0" selected>Select Insurer</option>
<?php if(isset($insurer) && count($insurer)){ ?>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id']?>"><?= $value['name']?></option>
<?php } ?>
<?php } ?>
</select>
</div>
<!-- <div class="form-group col-md-3">
<label for="email"> Policy Type <span class="text-danger"></span></label>
<select class="form-control" id="policy_type_id" name="policy_type_id">
<option value="0">Select Policy Type</option>
@ -80,9 +93,9 @@ table.dataTable tbody td {
}
?>
</select>
</div>
</div> -->
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label for="client_branch">Issuer<span class="text-danger">*</span></label>
<select class="form-control" id="issuer" name="issuer" required>
<option value="0">Select Issure</option>
@ -94,13 +107,13 @@ table.dataTable tbody td {
}
?>
</select>
</div>
</div> -->
</div>
<!-- </div>
<div class="form-row">
<div class="form-row"> -->
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label>Date Type<span class="text-danger"></span></label>
<select class="form-control" id="date_type" name="date_type"
onchange="hideDateField()">
@ -113,10 +126,10 @@ table.dataTable tbody td {
}
?>
</select>
</div>
</div> -->
<div class="form-group col-md-3" style="display: none;" id="date_div">
<label>Date<span class="text-danger"></span></label>
<div class="form-group col-md-3" style="display: true;" id="date_div">
<label>Statement Month<span class="text-danger"></span></label>
<div id="reportrange" class="form-control"
style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
<i class="fa fa-calendar"></i>&nbsp;
@ -158,28 +171,36 @@ table.dataTable tbody td {
<thead class="bg-light">
<tr>
<th>S.No</th>
<th>Client Name</th>
<!-- <th>Client Name</th> -->
<th>Insurer</th>
<th>Policy</th>
<th>Endorsement No</th>
<th>Insurer<br> Branch</th>
<th>Statement<br> Month</th>
<th>Statement<br> No</th>
<th>Invoice No</th>
<th>Invoice Status</th>
<th>Invoice Date</th>
<th>Invoice Amount</th>
<th>Realization Amount</th>
<th>Outstanding Amount</th>
<th>Realization <br>Amount</th>
<th>Outstanding <br>Amount</th>
</tr>
</thead>
<tbody>
<?php if (isset($outstanding_list)) { ?>
<?php foreach($outstanding_list as $index => $row){ ?>
<?php
// dd($outstanting_list);
if (isset($outstanting_list)) { ?>
<?php foreach($outstanting_list as $index => $row){ ?>
<tr>
<td><?= $index + 1 ?></td>
<td><?php echo $row['client_name']; ?></td>
<td><?php echo $row['insurer_name']; ?></td>
<td><?php echo $row['policy_type'] .' - '. $row['policy_no']; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td><?php echo $row['short_name']; ?></td>
<td><?php echo $row['branch_name']; ?></td>
<td><?php echo change_date_format($row['month'],'Y-m-d','Y-m') ?></td>
<td><?php echo $row['stmt_sno']; ?></td>
<td><?php echo $row['invoice_no']; ?></td>
<td class="center-align-input"><?php echo isset($row['invoice_status']) ? $row['invoice_status'] : ' - '; ?></td>
<td><?php echo change_date_format($row['invoice_date'],'Y-m-d','d-M-Y'); ?></td>
<td class="right-align-input"><?php echo isset($row['invoice_amount']) ? $row['invoice_amount'] : '0.00'; ?></td>
<td class="right-align-input"><?php echo isset($row['realization_amount']) ? $row['realization_amount'] : '0.00'; ?></td>
<td class="right-align-input"><?php echo isset($row['total_paid']) ? $row['total_paid'] : '0.00'; ?></td>
<td class="right-align-input"><?php echo isset($row['outstanding_amount']) ? $row['outstanding_amount'] : '0.00'; ?></td>
</tr>
<?php } ?>
@ -364,10 +385,6 @@ $(function() {
startDate: start,
endDate: end,
ranges: {
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month')
.endOf('month')

16
tests/unit/ExcelMergeHelperTest.php
View File

@ -10,8 +10,11 @@ class ExcelMergeHelperTest extends TestCase
{
// Use the paths you provided
$filePaths = [
'/home/venba/Downloads/Financial_Sample.xlsx' => [1,3,2],
'/home/venba/Downloads/enrollment.xlsx' => []
// ['file_path' =>WRITEPATH.'uploads/lead_files/Member_Data.xlsx','sheets' => []],
// ['file_path' =>WRITEPATH.'/tmp/RFQ_ABC_GMC_20241220140640.xlsx','sheets' => []],
['file_path' =>'/home/venba/Downloads/enrollment (1).xlsx','sheets' => []],
['file_path' =>'/home/venba/Downloads/Financial_Sample.xlsx','sheets' => []],
];
$outputPath = '/home/venba/Documents/merged_file.xlsx'; // Output path for the merged file
@ -23,3 +26,12 @@ class ExcelMergeHelperTest extends TestCase
}
}
// $temp_file_path = WRITEPATH.'tmp/RFQ_ABC_GMC_20241219172307.xlsx';
// $temp_file_name = 'RFQ_ABC_GMC_20241219172307.xlsx';
// $lead_file_path = WRITEPATH.'uploads/lead_files/Member_Data.xlsx';
// $filePaths = [
// ['file_path' => $temp_file_path,'sheets' =>[]],
// ['file_path' =>$lead_file_path ,'sheets' =>[]]
// ];
// $outputPath = dirname($temp_file_path).'/'.$temp_file_name.'_merged';

183
tests/unit/LeadsControllerTest.php Normal file
View File

@ -0,0 +1,183 @@
<?php
namespace Tests\unit;
use Exception;
use CodeIgniter\Test\CIUnitTestCase;
use App\Controllers\LeadsController;
class LeadsControllerTest extends CIUnitTestCase
{
protected $leadsController;
protected function setUp(): void
{
parent::setUp();
$this->leadsController = new LeadsController();
}
public function testGetDemographyDataBasicScenario()
{
echo('passed 0');
// Arrange
$members = [
// Header row
['Name', 'Age', 'Relationship', 'SI Enhancement'],
// Data rows
['John', '25', 'Self', '100000'],
['Jane', '23', 'Spouse', '100000'],
['Kid', '5', 'Child', '50000']
];
echo('passed 1');
$age_band_data = [
['0-17', '18-35', '36-45', 'Above 46']
];
echo('passed 2');
$members_heading = ['Name', 'Age', 'Relationship', 'SI Enhancement'];
$available_col = 'age';print_rr($available_col);
$col_index = 1;
echo('passed 3');
try{
echo('Inside try');
// Act
echo('passed 3.5');
$result = $this->leadsController->getDemographyData($members,$age_band_data,$members_heading,$available_col,$col_index);
echo('passed 4');
} catch (Exception $e) {
echo "Message: " . $e->getMessage() . "\n";
echo "File: " . $e->getFile() . "\n";
echo "Line: " . $e->getLine() . "\n";
// Optionally, print the full stack trace
echo "Stack trace: " . $e->getTraceAsString() . "\n";
}
var_dump($result);
// Assert
$this->assertIsArray($result);
$this->assertArrayHasKey('general', $result);
$this->assertArrayHasKey('100000', $result);
$this->assertArrayHasKey('50000', $result);
// Check counts for general category
$this->assertEquals(1, $result['general']['Self']['18-35']);
$this->assertEquals(1, $result['general']['Spouse']['18-35']);
$this->assertEquals(1, $result['general']['Child']['0-17']);
}
public function testGetDemographyDataWithDOB()
{
// Arrange
$members = [
// Header row
['Name', 'DOB', 'Relationship', 'SI Enhancement'],
// Data rows
['John', '01-Jan-1995', 'Self', '100000'],
['Jane', '01-Jan-1998', 'Spouse', '100000']
];
$age_band_data = [
['18-35', '36-45', '46+']
];
$members_heading = ['Name', 'DOB', 'Relationship', 'SI Enhancement'];
$available_col = 'dob';
$col_index = 1;
// Act
$result = $this->leadsController->getDemographyData(
$members,
$age_band_data,
$members_heading,
$available_col,
$col_index
);
// Assert
$this->assertIsArray($result);
$this->assertArrayHasKey('general', $result);
$this->assertArrayHasKey('100000', $result);
// Both members should be in 18-35 age band
$this->assertEquals(1, $result['general']['Self']['18-35']);
$this->assertEquals(1, $result['general']['Spouse']['18-35']);
}
public function testGetDemographyDataWithEmptyMembers()
{
// Arrange
$members = [
// Only header row
['Name', 'Age', 'Relationship', 'SI Enhancement']
];
$age_band_data = [
['0-17', '18-35', '36-45', '46+']
];
$members_heading = ['Name', 'Age', 'Relationship', 'SI Enhancement'];
$available_col = 'age';
$col_index = 1;
// Act
$result = $this->leadsController->getDemographyData(
$members,
$age_band_data,
$members_heading,
$available_col,
$col_index
);
// Assert
$this->assertIsArray($result);
$this->assertArrayHasKey('general', $result);
// Check that all totals are zero
$this->assertEquals(0, $result['general']['Grand Total']['Grand Total']);
}
public function testGetDemographyDataWithMultipleSIBands()
{
// Arrange
$members = [
// Header row
['Name', 'Age', 'Relationship', 'SI Enhancement'],
// Data rows with different SI amounts
['John', '25', 'Self', '100000'],
['Jane', '23', 'Spouse', '200000'],
['Kid1', '5', 'Child', '100000'],
['Kid2', '7', 'Child', '200000']
];
$age_band_data = [
['0-17', '18-35', '36-45', '46+']
];
$members_heading = ['Name', 'Age', 'Relationship', 'SI Enhancement'];
$available_col = 'age';
$col_index = 1;
// Act
$result = $this->leadsController->getDemographyData(
$members,
$age_band_data,
$members_heading,
$available_col,
$col_index
);
// Assert
$this->assertIsArray($result);
$this->assertArrayHasKey('100000', $result);
$this->assertArrayHasKey('200000', $result);
// Check counts for different SI bands
$this->assertEquals(1, $result['100000']['Self']['18-35']);
$this->assertEquals(1, $result['200000']['Spouse']['18-35']);
$this->assertEquals(1, $result['100000']['Child']['0-17']);
$this->assertEquals(1, $result['200000']['Child']['0-17']);
// Check general category totals
$this->assertEquals(2, $result['general']['Child']['0-17']);
$this->assertEquals(2, $result['general']['Child']['Grand Total']);
}
}