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

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This commit is contained in:
VENKATESHWARAN 2025-01-22 12:01:16 +05:30
commit 8cfed93bd3
16 changed files with 1028 additions and 171 deletions
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4
app/Config/Routes.php
View File

@ -374,6 +374,7 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
$routes->get("getFileErr/(:any)", "PolicyTransactionController::getFileErr/$1");
$routes->get("getInsurerStatementMonth", "PolicyTransactionController::getInsurerStatementMonth");
$routes->get("deleteStatement/(:any)", "PolicyTransactionController::deleteStatement/$1");
//$routes->post('failedStatement',"PolicyTransactionController::failedStatementList");
});
});
@ -430,7 +431,8 @@ $routes->group("/api", ["filter" => "authJWT"], function ($routes) {
$routes->post("logined", "RestAuthenticationController::logined");
$routes->post("getId", "RestAuthenticationController::getUserIdFromToken");
});
// $routes->get("getEmployeePolicy", "EmployeeRestController::getEmployeePolicy");
$routes->get("getEmployeePolicy", "EmployeeRestController::getEmployeePolicy");
$routes->get("getAddOnPolicy", "EmployeeRestController::getAddOnPolicy");
$routes->group("employeeRest", ["filter" => "authJWT"], function ($routes) {
$routes->post("getVerifiedUserData", "RestAuthenticationController::getVerifiedUserData");

55
app/Controllers/EmployeeRestController.php
View File

@ -1085,7 +1085,7 @@ class EmployeeRestController extends AdminController
$keysToRemove = ["removable_keys"];
// Retrieve employee policy data by passing the employee primary key
$empPolicy = $this->employeeModel->getEmployeePolicy($id);
// dd($empPolicy);
// Retrieve employee and dependents data by passing the employee code
$employeeData = $this->employeeModel->where('emp_code',$emp_code)
->where('client_id',$client_id)
@ -1123,11 +1123,18 @@ class EmployeeRestController extends AdminController
{
$si_value = 0;
$si_premium_value = 0;
$si_gst_value = 0;
// Filter employee data where the family_floater_key is 'self'
$selfData = array_filter($empData, fn($arr) => trim(strtolower($arr['family_floater_key'])) === 'self');
$employee_policy = $this->employeePolicyModel->where('employee_id',$selfData[0]['id'])->where('client_policy_id',$array->ClientPolicyId)->where('is_active', 1 )->get()->getRow();
$si_value = isset($employee_policy->basic_cover_si) ? $employee_policy->basic_cover_si : 0;
if(isset($employee_policy->payable_employee) && $employee_policy->payable_employee == 1)
{
$si_premium_value = $si_premium_value + $employee_policy->rata_premimum;
$si_gst_value = $si_gst_value + $employee_policy->gst;
}
$self['is_value_exist'] = true;
$self['data']['family_floater_key'] = 'self';
@ -1142,6 +1149,8 @@ class EmployeeRestController extends AdminController
$array->mapped_family_floaters = $self;
$array->type = 'GPA';
$array->si_value = $si_value;
$array->si_premium_value = $si_premium_value;
$array->si_gst_value = $si_gst_value;
@ -1201,8 +1210,11 @@ class EmployeeRestController extends AdminController
if ($value['family_floater_key'] === $dependent) {
$employee_policy = $this->employeePolicyModel->where('employee_id',$value['id'])->where('client_policy_id',$array->ClientPolicyId)->where('is_active', 1 )->get()->getRow();
if(isset($employee_policy->basic_cover_si)){ $dependent_and_si_value = ($dependent_and_si_value == 0) ? $employee_policy->basic_cover_si : $dependent_and_si_value; }
if(isset($employee_policy->rata_premimum)){ $dependent_and_si_premium_value = $dependent_and_si_premium_value + $employee_policy->rata_premimum;}
if(isset($employee_policy->gst)){ $dependent_and_si_gst_value = $dependent_and_si_gst_value + $employee_policy->gst;}
if(isset($employee_policy->payable_employee) && $employee_policy->payable_employee == 1)
{
if(isset($employee_policy->rata_premimum)){ $dependent_and_si_premium_value = $dependent_and_si_premium_value + $employee_policy->rata_premimum;}
if(isset($employee_policy->gst)){ $dependent_and_si_gst_value = $dependent_and_si_gst_value + $employee_policy->gst;}
}
$temp['is_value_exist'] = true;
$temp['data']['family_floater_key'] = $familyFloatesValue;
@ -1404,8 +1416,11 @@ class EmployeeRestController extends AdminController
if ($value['family_floater_key'] === $dependent) {
$employee_policy = $this->employeePolicyModel->where('employee_id',$value['id'])->where('client_policy_id',$array->ClientPolicyId)->where('is_active', 1 )->get()->getRow();
if(isset($employee_policy->basic_cover_si)){ $dependent_and_si_value = ($dependent_and_si_value == 0) ? $employee_policy->basic_cover_si : $dependent_and_si_value; }
if(isset($employee_policy->rata_premimum)){ $dependent_and_si_premium_value = $dependent_and_si_premium_value + $employee_policy->rata_premimum;}
if(isset($employee_policy->gst)){ $dependent_and_si_gst_value = $dependent_and_si_gst_value + $employee_policy->gst;}
if(isset($employee_policy->payable_employee) && $employee_policy->payable_employee == 1)
{
if(isset($employee_policy->rata_premimum)){ $dependent_and_si_premium_value = $dependent_and_si_premium_value + $employee_policy->rata_premimum;}
if(isset($employee_policy->gst)){ $dependent_and_si_gst_value = $dependent_and_si_gst_value + $employee_policy->gst;}
}
$temp['is_value_exist'] = true;
$temp['data']['family_floater_key'] = $familyFloatesValue;
@ -1504,16 +1519,25 @@ class EmployeeRestController extends AdminController
$decodedArray = json_decode($array->Policy_Terms);
$array->Policy_Terms = $decodedArray;
$si_value = 0;
$si_premium_value = 0;
$si_gst_value = 0;
// Filter employee data where the family_floater_key is 'self'
$selfData = array_filter($empData, fn($arr) => trim(strtolower($arr['family_floater_key'])) === 'self');
$employee_policy = $this->employeePolicyModel->where('employee_id',$selfData[0]['id'])->where('client_policy_id',$array->ClientPolicyId)->where('is_active', 1 )->get()->getRow();
$si_value = isset($employee_policy->basic_cover_si) ? $employee_policy->basic_cover_si : 0;
if(isset($employee_policy->payable_employee) && $employee_policy->payable_employee == 1)
{
$si_premium_value = $si_premium_value + $employee_policy->rata_premimum;
$si_gst_value = $si_gst_value + $employee_policy->gst;
}
$policyTypeData = $this->policyTypeModel->where('id',$policy_type)->get()->getRow();
$array->type = $policyTypeData->policy_type;
$array->Policy_Name = $policyTypeData->long_name;
$array->si_value = $si_value;
$array->si_premium_value = $si_premium_value;
$array->si_gst_value = $si_gst_value;
if($employee_policy){
@ -1808,8 +1832,11 @@ class EmployeeRestController extends AdminController
if ($value['family_floater_key'] === $dependent) {
$employee_policy = $this->employeePolicyModel->where('employee_id',$value['id'])->where('client_policy_id',$array['id'])->where('is_active', 1 )->get()->getRow();
if(isset($employee_policy->basic_cover_si)){ $dependent_and_si_value = ($dependent_and_si_value == 0) ? $employee_policy->basic_cover_si : $dependent_and_si_value; }
if(isset($employee_policy->rata_premimum)){ $dependent_and_si_premium_value = $dependent_and_si_premium_value + $employee_policy->rata_premimum;}
if(isset($employee_policy->gst)){ $dependent_and_si_gst_value = $dependent_and_si_gst_value + $employee_policy->gst;}
if(isset($employee_policy->payable_employee) && $employee_policy->payable_employee == 1)
{
if(isset($employee_policy->rata_premimum)){ $dependent_and_si_premium_value = $dependent_and_si_premium_value + $employee_policy->rata_premimum;}
if(isset($employee_policy->gst)){ $dependent_and_si_gst_value = $dependent_and_si_gst_value + $employee_policy->gst;}
}
$temp['is_value_exist'] = true;
$temp['data']['family_floater_key'] = $familyFloatesValue;
@ -1929,8 +1956,11 @@ class EmployeeRestController extends AdminController
$employee_policy = $this->employeePolicyModel->where('employee_id',$value['id'])->where('client_policy_id',$array['id'])->where('is_active', 1 )->get()->getRow();
if(isset($employee_policy->basic_cover_si)){ $only_si_value = ($only_si_value == 0) ? $employee_policy->basic_cover_si : $only_si_value; }
if(isset($employee_policy->rata_premimum)){ $only_si_premium_value = $only_si_premium_value + $employee_policy->rata_premimum;}
if(isset($employee_policy->gst)){ $only_si_gst_value = $only_si_gst_value + $employee_policy->gst;}
if(isset($employee_policy->payable_employee) && $employee_policy->payable_employee == 1)
{
if(isset($employee_policy->rata_premimum)){ $only_si_premium_value = $only_si_premium_value + $employee_policy->rata_premimum;}
if(isset($employee_policy->gst)){ $only_si_gst_value = $only_si_gst_value + $employee_policy->gst;}
}
$temp3['is_value_exist'] = true;
$temp3['data']['employee_id'] = $value['id'];
$temp3['data']['relationship'] = $value['relationship'];
@ -1982,8 +2012,11 @@ class EmployeeRestController extends AdminController
$employee_policy = $this->employeePolicyModel->where('employee_id',$value['id'])->where('client_policy_id',$array['id'])->where('is_active', 1 )->get()->getRow();
if(isset($employee_policy->basic_cover_si)){ $only_si_value = ($only_si_value == 0) ? $employee_policy->basic_cover_si : $only_si_value; }
if(isset($employee_policy->rata_premimum)){ $only_si_premium_value = $only_si_premium_value + $employee_policy->rata_premimum;}
if(isset($employee_policy->gst)){ $only_si_gst_value = $only_si_gst_value + $employee_policy->gst;}
if(isset($employee_policy->payable_employee) && $employee_policy->payable_employee == 1)
{
if(isset($employee_policy->rata_premimum)){ $only_si_premium_value = $only_si_premium_value + $employee_policy->rata_premimum;}
if(isset($employee_policy->gst)){ $only_si_gst_value = $only_si_gst_value + $employee_policy->gst;}
}
$temp3['is_value_exist'] = true;
$temp3['data']['employee_id'] = $value['id'];
$temp3['data']['relationship'] = $value['relationship'];

7
app/Controllers/MasterController.php
View File

@ -1658,7 +1658,7 @@ class MasterController extends AdminController
$email_id = CLI::getOption('to') ? CLI::getOption('to') : $email_id;
$res = MailHelper::send_email(['mail' => $email_id, 'subject' => 'Mail Via CLI', 'message' => $message,'attachments' => $attachments,'common'=>$common]);
echo "Inside the master controller";
print_r($res);
print_r($res['data']['zepto_api']);
}
@ -1669,10 +1669,11 @@ class MasterController extends AdminController
["filePath" => ROOTPATH."public/sample_excel/sample_inception.xls","fileName" => "sample_inception.xls"],
["filePath" => ROOTPATH."public/assets/images/login_bg.jpg","fileName" => "login_bg.jpg"]
];
$email_id = 'srinivas.saravanan@venbainfotech.com';
$email_id = 'hariharan@nhanceindia.in';
$common = ['mail_type'=>'test_mail_cli'];
$bcc = "vijayalakshmi@nhanceindia.in,vitvelz@gmail.com,velmurugan.s@venbainfotech.com,hariharan@nhanceindia.in,hariharan@jubiliant.in,srinivas.saravanan@venbainfotech.com";
// Send email and get response
$result = MailHelper::send_email(['mail' => $email_id, 'subject' => 'Mail Via CLI', 'message' => $message,'attachments' => $attachments,'common'=>$common]);
$result = MailHelper::send_email(['mail' => $email_id, 'subject' => 'Mail Via CLI','bcc'=>$bcc ,'message' => $message,'attachments' => $attachments,'common'=>$common]);
log_message('error',json_encode($result));

1
app/Controllers/NotificationController.php
View File

@ -52,6 +52,7 @@ class NotificationController extends AdminController
$form_data['subject'] = $this->request->getPost('subject');
$form_data['mail_content'] = $this->request->getPost('mailContent');
$form_data['client_id'] = $this->request->getPost('client_id');
$form_data['mail_content_json'] = $this->request->getPost('mailJson');
$notificationModel = new NotificationModel();
$find_notification = $notificationModel->where('client_id',$form_data['client_id'])->where('template_name',$form_data['template_name'])->first();

54
app/Controllers/PolicyTransactionController.php
View File

@ -1779,7 +1779,7 @@ class PolicyTransactionController extends BaseController
//Actual data for the list
$data['report_list'] = $this->policyTransactionModel->getBDSReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id);
// dd($data['report_list']);
//!dd($data['report_list']);
$this->loadLayout('report_bds_filter', $data);
}
@ -1828,6 +1828,7 @@ class PolicyTransactionController extends BaseController
$data['varience_list'] = $this->policyTransactionModel->getVarienceReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id);
// !dd($data['varience_list']);
$this->loadLayout('variance_report_list', $data);
}
@ -1959,7 +1960,7 @@ class PolicyTransactionController extends BaseController
// dd($this->validateInsurerStatement(['file_id' => 30]));
// $data['insurers'] = $this->insurerModel->where('is_active',1)->findAll();
$today = date('Y-m-d');
$fromday = $from_date = date('Y-m-d', strtotime('-60 days', strtotime($today)));
$fromday = $from_date = date('Y-m-d', strtotime('-180 days', strtotime($today)));
// echo $fromday;die();
$data['invoice_status_array'] = $this->invoiceStatus;
$data['insurers'] = $this->insurerBranchModel ->getInsurerBranchesWithInsurerNames();
@ -1986,6 +1987,7 @@ class PolicyTransactionController extends BaseController
->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
->where('insurer_statements.is_active', 1)
// ->where('insurer_statements.file_status','success')
->where('date(insurer_statements.created_at) >= ', $from_date)
->where('date(insurer_statements.created_at) <= ', $today)
->orderBy('insurer_statements.id', 'DESC')
@ -1997,6 +1999,48 @@ class PolicyTransactionController extends BaseController
$this->loadLayout('insurer_statement_list', $data);
}
// public function failedStatementList(){
// $today = date('Y-m-d');
// $fromday = $from_date = date('Y-m-d', strtotime('-180 days', strtotime($today)));
// // echo $fromday;die();
// $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,
// (SELECT SUM(pt_co_share_details.exp_amt)
// FROM pt_co_share_details
// WHERE pt_co_share_details.is_active = 1
// AND pt_co_share_details.statement_id = insurer_statements.id
// ) AS exp_inv_amt,
// (SELECT SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds) + SUM(inv_payment_details.gst)
// FROM inv_payment_details
// WHERE inv_payment_details.is_active = 1
// AND inv_payment_details.statement_id = insurer_statements.id
// ) AS received_inv_amt'
// )
// ->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')
// ->where('insurer_statements.is_active', 1)
// ->where('insurer_statements.file_status','failed')
// ->where('date(insurer_statements.created_at) >= ', $from_date)
// ->where('date(insurer_statements.created_at) <= ', $today)
// ->orderBy('insurer_statements.id', 'DESC')
// ->findAll();
// if($data['insurer_statement_list']){
// return $this->respond(['status' => true, 'code' => 200,'data'=>$data ], 200);
// }else{
// return $this->respond(['status'=>false,'message'=>'Data Not Fount'],404);
// }
// }
public function uploadInsurerStatement()
{
@ -2067,6 +2111,12 @@ class PolicyTransactionController extends BaseController
return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'file not uploaded', 'error_data' => $validation_result['error_data'],'error_code' => $validation_result['error_code']], 200);
}
if (isset($file_id) || $validation_result['status']) {
$this->insurerStatements->where('id', $file_id)->set(['invoice_status' => 'pending'])->update();
}
return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => 'file upload success'], 200);
}

2
app/Helpers/ExcelSanitizeHelper.php
View File

@ -15,7 +15,7 @@ class ExcelSanitizeHelper
"\x0A", "\x0B", "\x0C", "\x0D", "\x0E", "\x0F", "\x10", "\x11", "\x12", "\x13",
"\x14", "\x15", "\x16", "\x17", "\x18", "\x19", "\x1A", "\x1B", "\x1C", "\x1D",
"\x1E", "\x1F", "\x7F", "_x000D_", "_x000A_", "_x0009_", "_x0008_", "_x0007_",
"_x0006_", "_x0005_", "_x0004_", "_x0003_", "_x0002_", "_x0001_"
"_x0006_", "_x0005_", "_x0004_", "_x0003_", "_x0002_", "_x0001_","\u200C"
];
/**

49
app/Helpers/MailHelper.php
View File

@ -325,31 +325,42 @@ class MailHelper
// Add CC recipients if provided
if (!empty($cc)) {
$postData['cc'] = [];
// Handle both string and array inputs for CC
$ccEmails = is_array($cc) ? $cc : [$cc];
foreach ($ccEmails as $ccEmail) {
$postData['cc'][] = [
$ccList = explode(',', $cc);
$ccList = array_map('trim', $ccList);
$postData['cc'] = array_map(function($email) {
return [
'email_address' => [
'address' => $ccEmail
'address' => $email
]
];
}
}, $ccList);
}
// Add BCC if present
if (!empty($bcc)) {
$bccList = explode(',', $bcc);
$bccList = array_map('trim', $bccList);
$postData['bcc'] = array_map(function($email) {
return [
'email_address' => [
'address' => $email
]
];
}, $bccList);
}
// Add BCC recipients if provided
if (!empty($bcc)) {
$postData['bcc'] = [];
// Handle both string and array inputs for BCC
$bccEmails = is_array($bcc) ? $bcc : [$bcc];
foreach ($bccEmails as $bccEmail) {
$postData['bcc'][] = [
'email_address' => [
'address' => $bccEmail
]
];
}
}
// if (!empty($bcc)) {
// $postData['bcc'] = [];
// // Handle both string and array inputs for BCC
// $bccEmails = is_array($bcc) ? $bcc : [$bcc];
// foreach ($bccEmails as $bccEmail) {
// $postData['bcc'][] = [
// 'email_address' => [
// 'address' => $bccEmail
// ]
// ];
// }
// }
// Handle attachments
if (!empty($attachments)) {

4
app/Models/NotificationModel.php
View File

@ -4,9 +4,9 @@ namespace App\Models;
use CodeIgniter\Model;
class NotificationModel extends Model
class NotificationModel extends Model
{
protected $table = 'notifications';
protected $primaryKey = 'id';
protected $allowedFields = ["id","client_id","template_name","subject","mail_content","enabled","created_by","updated_by","is_active",];
protected $allowedFields = ["id","client_id","template_name","subject","mail_content","enabled","created_by","updated_by","is_active",'mail_content_json'];
}

84
app/Models/PolicyTransactionModel.php
View File

@ -365,7 +365,6 @@ class PolicyTransactionModel extends Model
vehicle.vehicle_no,
tpa.name as tpa_name,
pt_co_share_details.remark as remarks,
pt_co_share_details.reward,
pt_co_share_details.bp_amt,
pt_co_share_details.exp_amt,
pt_co_share_details.id as pt_id,
@ -385,7 +384,6 @@ class PolicyTransactionModel extends Model
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
pt_co_share_details.agreed_bp_per,
ROUND(
(
SELECT
@ -407,6 +405,24 @@ class PolicyTransactionModel extends Model
),
2
) AS total_irda_amt,
ROUND(
(
SELECT
(
SUM(co_share_stmt_details.reward)
) AS reward
FROM
co_share_stmt_details
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
AND insurer_statements.is_active = 1
$date_condition
),
2
) AS reward,
ROUND(
(
@ -426,7 +442,7 @@ class PolicyTransactionModel extends Model
AND co_share_stmt_details.is_active = 1
AND pt_table.is_active = 1
AND insurer_statements.is_active = 1
AND insurer_statements.invoice_no IS NOT NULL
AND insurer_statements.invoice_status IS NOT NULL
$date_condition
),
@ -469,7 +485,7 @@ class PolicyTransactionModel extends Model
AND co_share_stmt_details.is_active = 1
AND pt_table.is_active = 1
AND insurer_statements.is_active = 1
AND insurer_statements.invoice_no IS NULL
AND insurer_statements.invoice_status IS NULL
$date_condition
)
),
@ -737,16 +753,55 @@ class PolicyTransactionModel extends Model
pt_co_share_details.exp_amt,
pt_co_share_details.variance,
ROUND ( (pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt),2) as original_premium,
ROUND(
(
SELECT
(
SUM(co_share_stmt_details.actual_bp_amt) + SUM(co_share_stmt_details.actual_tp_amt) + SUM(co_share_stmt_details.actual_bp_per)
) AS total_stmt_amt
FROM
co_share_stmt_details
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
),
2
) AS statement_premium,
COALESCE(
(pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 0
) -
COALESCE(
(
SELECT
SUM(co_share_stmt_details.actual_bp_amt) +
SUM(co_share_stmt_details.actual_tp_amt) +
SUM(co_share_stmt_details.actual_bp_per)
FROM
co_share_stmt_details
JOIN
insurer_statements
ON
co_share_stmt_details.statement_id = insurer_statements.id
AND insurer_statements.is_active = 1
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
), 0
) AS premium_variance_amt,
ROUND(
(
SELECT
(
SUM(co_share_stmt_details.actual_bp_brokerage_amt) + SUM(co_share_stmt_details.actual_tp_brokerage_amt) + SUM(co_share_stmt_details.actual_tep_brokerage_amt)
SUM(co_share_stmt_details.actual_bp_brokerage_amt) + SUM(co_share_stmt_details.actual_tp_brokerage_amt) + SUM(co_share_stmt_details.actual_tep_brokerage_amt) + SUM(co_share_stmt_details.reward)
) AS total_irda_amt
FROM
co_share_stmt_details
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
@ -761,11 +816,11 @@ class PolicyTransactionModel extends Model
(
SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
SUM(co_share_stmt_details.actual_tep_brokerage_amt)
SUM(co_share_stmt_details.actual_tep_brokerage_amt) + SUM(co_share_stmt_details.reward)
)
FROM co_share_stmt_details
JOIN insurer_statements
ON co_share_stmt_details.statement_id = insurer_statements.id
ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
@ -785,7 +840,18 @@ class PolicyTransactionModel extends Model
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->where('pt_co_share_details.is_active', 1)
->having('variance_amt IS NOT NULL');
// ->where('insurer_statements.is_active',1);
// ->having('variance_amt IS NOT NULL')
// ->having('variance_amt !=',0)
// ->having('premium_variance_amt IS NOT NULL')
// ->having('premium_variance_amt !=',0);
// ->group_start()
->having('variance_amt IS NOT NULL')
->orHaving('variance_amt !=', 0)
->having('premium_variance_amt IS NOT NULL')
->orHaving('premium_variance_amt !=', 0);
// ->group_end();
// ->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0');
// ->where('pt_co_share_details.variance IS NOT NULL')
// ->where('pt_co_share_details.variance !=', 0);

2
app/Models/PolicyTypeModel.php
View File

@ -22,6 +22,6 @@ class PolicyTypeModel extends Model
"etp",
"iep",
"itp",
"question_json",
"question_json",'itep','etep'
];
}

186
app/Views/insurer_statement_list.php
View File

@ -141,13 +141,38 @@ table.dataTable tbody td {
<div class="card">
<div class="card-body">
<div class="row" style="margin-bottom:1rem;">
<div class="col-6" style="align-self: center;">
<div class="col-9" style="align-self: center;">
<h4 style="position: relative;">Insurer Statement List</h4>
<!-- <div id="statusSwitchWrapper" class="dt-switch-wrapper">
<div class="custom-control custom-switch">
<input type="checkbox" class="custom-control-input" id="statusSwitch">
<label class="custom-control-label" for="statusSwitch">Failed Status</label>
</div>
</div> -->
</div>
<!-- <div class="col-4">
<div class="custom-control custom-switch">
<input type="checkbox" class="custom-control-input" id="failedSwitch">
<label class="custom-control-label" for="failedSwitch">Failed</label>
</div>
</div> -->
<div class="col-6" style="text-align: right;">
<button type="button" id="btnAdd" onclick="showFileUploadModal()" class="btn btn-primary waves-effect waves-light">Upload</button>
<div class="col-3" style="text-align: right;">
<div class="row align-items-center">
<div class="col-8">
<div id="statusSwitchWrapper" class="dt-switch-wrapper">
<div class="custom-control custom-switch" style="text-align: left;">
<input type="checkbox" class="custom-control-input" id="statusSwitch">
<label class="custom-control-label" for="statusSwitch">Failed Status</label>
</div>
</div>
</div>
<div class="col-4">
<button type="button" id="btnAdd" onclick="showFileUploadModal()" class="btn btn-primary waves-effect waves-light">Upload</button>
</div>
</div>
</div>
</div><div class="dataTables_length d-flex align-items-center">
</div>
<div>
<table class="table table-striped mb-0 nowrap" cellspacing="0" id="tickets-table">
@ -356,7 +381,7 @@ table.dataTable tbody td {
<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>
<input type="number" class="form-control" id="invoice_value_modal" name="invoice_value" placeholder="Enter Invoice Value" readonly step="0.01">
</div>
@ -388,7 +413,7 @@ table.dataTable tbody td {
<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>
<input type="number" class="form-control" id="modal_received_amt" placeholder="" disabled step="0.01">
</div>
</div>
<!-- </div> -->
@ -415,7 +440,7 @@ table.dataTable tbody td {
<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="received_amount[]" placeholder="Enter Amount" required onchange="checkInvAmont(event)"></td>
<td><input type="number" class="form-control" name="received_amount[]" placeholder="Enter Amount" required step="0.01" 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>
@ -633,7 +658,8 @@ document.addEventListener("DOMContentLoaded", function () {
// alert($('#invoice_date_modal').val());
if((!form.checkValidity()))
{
// console.log('error2');
console.log('error2');
console.log(form.checkValidity());
return false;
}
@ -667,7 +693,7 @@ document.addEventListener("DOMContentLoaded", function () {
var jsonData = JSON.stringify(formDataJSON);
console.log(jsonData);
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
$('.loader-mask').fadeIn();
// Send the JSON data to the backend using AJAX
$.ajax({
url: 'saveInvoicePaymentDetails', // Replace with your backend URL
@ -705,7 +731,7 @@ document.addEventListener("DOMContentLoaded", function () {
newRow.innerHTML = `
<td style="display: none;"><input type="hidden" class="form-control" name="pk[]" placeholder="Enter Amount"></td>
<td><input type="number" class="form-control" name="received_amount[]" placeholder="Enter Amount" onchange="checkInvAmont(event)" required></td>
<td><input type="number" class="form-control" name="received_amount[]" placeholder="Enter Amount" onchange="checkInvAmont(event)" required step="0.01"></td>
<td><input type="number" class="form-control" name="gst_amount[]" placeholder="Enter GST" onchange="checkInvAmont(event)" required step="0.01"></td>
<td><input type="number" class="form-control" name="tds[]" placeholder="Enter TDS" onchange="checkInvAmont(event)" required></td>
<td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" required></td>
@ -848,7 +874,7 @@ function showInvoiceStatusModal(event)
var row = paymentTableBody.insertRow();
row.innerHTML = `
<td style="display: none;"><input type="hidden" class="form-control" name="pk[]" value="${payment.id}"></td>
<td><input type="number" class="form-control" name="received_amount[]" placeholder="Enter Amount" value="${payment.inv_amt}" onchange="checkInvAmont(event)" required></td>
<td><input type="number" class="form-control" name="received_amount[]" placeholder="Enter Amount" value="${payment.inv_amt}" onchange="checkInvAmont(event)" required step="0.01"></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>
@ -1299,6 +1325,146 @@ function deleteStatement(id)
});
}
// $(document).ready(function() {
// $('#failedSwitch').change(function() {
// if ($(this).prop('checked')) {
// getFailedStatementList();
// } else {
// console.log("Inside Reload Function");
// fetch(window.location.href) // Fetch the current page's content
// .then(response => response.text())
// .then(html => {
// const parser = new DOMParser();
// const doc = parser.parseFromString(html, 'text/html');
// document.body.innerHTML = doc.body.innerHTML; // Replace the body content
// $('.loader').fadeOut();
// $('.loader-mask').delay(100).fadeOut('slow');
// })
// .catch(error => console.error('Error reloading body:', error));
// }
// });
// });
// function checkSwitchStatus(){
// $('#failedSwitch').change(function() {
// if ($(this).prop('checked')) {
// getFailedStatementList();
// } else {
// console.log("Inside Reload Function");
// fetch(window.location.href) // Fetch the current page's content
// .then(response => response.text())
// .then(html => {
// const parser = new DOMParser();
// const doc = parser.parseFromString(html, 'text/html');
// document.body.innerHTML = doc.body.innerHTML; // Replace the body content
// $('.loader').fadeOut();
// $('.loader-mask').delay(250).fadeOut('slow');
// })
// .catch(error => console.error('Error reloading body:', error));
// }
// });
// }
// function getFailedStatementList(){
// $('.loader').fadeIn();
// $('.loader-mask').fadeIn();
// $.ajax({
// url:'<?= base_url("policy_tranction/statement/failedStatement")?>',
// type:'POST',
// success:function(response){
// console.log(response);
// var table = $('#tickets-table').DataTable();
// table.clear();
// $('#tickets-table').addClass('table-fixed');
// var failedList = response.data.insurer_statement_list;
// console.log('failed list'+failedList);
// failedList.forEach(function(row) {
// var newRow = [
// '<input type="hidden" class="row-select" data-id="' + row.id + '">',
// row.short_name + '-' + row.branch_code,
// formatDate(row.month),
// row.stmt_sno,
// row.file_name,
// row.line_items,
// row.file_status +
// (row.file_status == 'failed' ? ' <span class="col-xl-3 col-lg-4 col-sm-6"><i class="fe-alert-circle" data-toggle="modal" data-target="#file-err-modal" data-err="' + row.id + '"></i></span>' : ''),
// (row.invoice_status ? row.invoice_status : ' - ') +
// (row.file_status == 'success' ? ' <span class="col-xl-3 col-lg-4 col-sm-6"><i class="fe-alert-circle" data-toggle="tooltip" title="Invoice Amt: ' + (row.invoice_amount || '0.00') + ' Received Amt: ' + (row.received_inv_amt || '0.00') + '"></i></span>' : ''),
// formatDate(row.created_at) + ' by <br>' + row.first_name,
// (row.file_status != 'failed' ?
// '<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 + '" 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>' : '...')
// ];
// // Append the new row to the table body
// table.row.add(newRow);
// });
// table.draw();
// table.columns.adjust().draw(); // Ensures correct alignment
// $('.loader').fadeOut();
// $('.loader-mask').delay(250).fadeOut('slow');
// },
// error: function(xhr, status, error) {
// let message = 'Failed to load Data ';
// toastr.error(response.message, 'Failed');
// $('.loader').fadeOut();
// $('.loader-mask').delay(250).fadeOut('slow');
// }
// })
// }
// $(document).ready(function() {
// var table = $('#tickets-table').DataTable({
// // responsive: true, // Ensures table adjusts to smaller screens
// stateSave: true, // Saves the table's state
// });
// });
</script>
<script>
$(document).ready(function() {
// Add custom filter function to DataTables
$.fn.dataTable.ext.search.push(function(settings, data, dataIndex) {
const showFailedStatus = $('#statusSwitch').is(':checked');
const status = data[6].toLowerCase().trim(); // Index 6 is the file_status column
if (showFailedStatus) {
return status.includes('failed');
} else {
return status.includes('success');
}
});
// Initialize DataTable
const table = $('#tickets-table').DataTable({
// Your existing DataTable options here
"order": [], // Disable initial sorting if needed
"pageLength": 10,
// "dom": '<"top"lf>rt<"bottom"ip><"clear">', // This places length and filter controls at top
"language": {
"lengthMenu": "Show _MENU_ entries",
"search": "Search:"
}
});
// Add event listener for switch changes
$('#statusSwitch').on('change', function() {
table.draw(); // Redraw the table to apply the filter
});
// Trigger initial filter to show only success status
table.draw();
});
</script>

144
app/Views/layout/header.php
View File

@ -79,7 +79,10 @@
<link rel="stylesheet" type="text/css" href="https://cdnjs.cloudflare.com/ajax/libs/slick-carousel/1.8.1/slick-theme.min.css" />
<script type="text/javascript" src="https://cdnjs.cloudflare.com/ajax/libs/jquery/3.6.0/jquery.min.js"></script>
<script type="text/javascript" src="https://cdnjs.cloudflare.com/ajax/libs/slick-carousel/1.8.1/slick.min.js"></script>
<!-- srinivas -->
<script src="https://editor.unlayer.com/embed.js"></script>
<!-- <script src="<?= base_url('public/unlayer/js/embed.js').''?>"></script> -->
<!-- srinivas -->
<style>
@ -668,61 +671,98 @@
<?php if((get_role_id() == 1 || get_role_id() == 5) && (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team()))) { ?>
<li>
<a href="#sidebarDashboards" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-format-list-bulleted"></i>
<span class="badge badge-success badge-pill float-right">2</span>
<span> Policy Transactions </span>
</a>
<div class="collapse" id="sidebarDashboards">
<ul class="nav-second-level">
<li>
<a href="<?= base_url('/policy_tranction/inception/list') ?>">Policy</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/endorsement/list') ?>">Endorsement</a>
</li>
<li>
<a href="#policyTransactions" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-format-list-bulleted"></i>
<span class="badge badge-success badge-pill float-right">2</span>
<span> Policy Transactions </span>
</a>
<div class="collapse" id="policyTransactions">
<ul class="nav-second-level">
<li>
<a href="#policyTransactions" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-format-list-bulleted"></i>
<?php if (in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
<span>Policy Transactions</span>
</a>
<div class="collapse" id="policyTransactions">
<ul>
<li>
<a href="<?= base_url('/policy_tranction/inception/list') ?>">Policy</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/endorsement/list') ?>">Endorsement</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement upload</a>
</li>
<?php if (in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement Upload</a>
</li>
</ul>
</div>
</li>
<li>
<a href="#policyReports" data-toggle="collapse" class="waves-effect">
<i class="ri-file-chart-fill"></i>
<span> Policy Reports </span>
</a>
<div class="collapse" id="policyReports">
<ul class="nav-third-level">
<li>
<a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Variance</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-outstanding-list') ?>">Outstanding</a>
</li>
<?php } ?>
</ul>
</div>
</li>
<li>
<li>
<a href="#policyMasters" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-timer-sand"></i>
<span> Policy Pending Actions </span>
</a>
<div class="collapse" id="policyReports">
<ul class="nav-third-level">
<a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
</li>
<?php } ?>
<li>
<a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Variance</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-outstanding-list') ?>">Outstanding</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
</li>
<?php if (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
</li>
</li></ul></div>
<li>
<a href="#policyMasters" data-toggle="collapse" class="waves-effect">
<i class="ri-database-2-line"></i>
<span> Masters </span>
</a>
<div class="collapse" id="policyReports">
<ul class="nav-third-level">
<li>
<a href="<?= base_url('/master/cash_deposite/list') ?>">CD Master</a>
</li>
<li>
<a href="<?= base_url('/master/vehicle/list') ?>">Vehicle Master</a>
</li>
</ul></div>
</li>
<li>
<a href="<?= base_url('/dmsSearch') ?>"><i class="ri-book-open-line"></i><span> Documents</span></a>
</li>
</ul>
</div>
</li>
<?php } ?>
<?php if (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
</li>
<?php } ?>
<li>
<a href="<?= base_url('/master/cash_deposite/list') ?>">CD Master</a>
</li>
<li>
<a href="<?= base_url('/master/vehicle/list') ?>">Vehicle Master</a>
</li>
<li>
<a href="<?= base_url('/dmsSearch') ?>">Documents</a>
</li>
</ul>
</div>
</li>
<?php } ?>

488
app/Views/notification.php
View File

@ -9,6 +9,29 @@
.scrollb {
overflow-y: auto !important;
}
#editor-container {
width: 100%;
min-height: 600px;
}
#account_maneger_summary_mail_modal .modal-dialog,
#member_review_and_summary_mail_modal .modal-dialog {
max-width: 90% !important;
width: 90% !important;
}
/* Also ensure the modal body has proper height */
#account_maneger_summary_mail_modal .modal-body,
#member_review_and_summary_mail_modal .modal-body {
min-height: 600px;
padding: 20px;
}
/* If you're using Bootstrap's modal, you might also want to ensure proper positioning */
.modal-dialog {
margin: 1.75rem auto;
}
</style>
<div class="tab-pane fade" id="notification-tab">
<input type="hidden" id="client_id_for_client_branch" value="<?= isset($notification['id']) ? $notification['id'] : '' ?>"/>
@ -526,7 +549,7 @@
</div><!-- /.modal -->
<!-- Modal content for the Large example -->
<div class="modal fade" id="account_maneger_summary_mail_modal" tabindex="-1" role="dialog" aria-labelledby="myLargeModalLabel"
<!-- <div class="modal fade" id="account_maneger_summary_mail_modal" tabindex="-1" role="dialog" aria-labelledby="myLargeModalLabel"
aria-hidden="true" aria-modal="true" data-backdrop="static">
<div class="modal-dialog modal-full-width">
<div class="modal-content">
@ -561,7 +584,7 @@
<div class="form-group col-md-2 testmail" style="display: none;">
<a class="btn btn-primary waves-effect waves-light mr-1 setid" onclick="testMailSend(this)">Test Mail</a>
</div>
</div>
</div> -->
<!-- <div class="form-row" id="rac_rate_dropdown">
<div class="form-group col-md-12">
@ -574,7 +597,7 @@
</select>
</div>
</div> -->
<div class="form-row" id="rac_rate_dropdown">
<!-- <div class="form-row" id="rac_rate_dropdown">
<div class="form-group col-md-12">
<select id="account_maneger_summary_mail_modal_customButton" class="form-control" style="border:none;right: 6px;width: auto;position: absolute;z-index: 1;top: 17px;height: 32px;float: right;">
<option value="">PlaceHolders</option>
@ -607,11 +630,61 @@
id="btnGridSubmit_2">Submit</button>
</div>
</form>
</div> -->
<!-- </div>/.modal-content -->
<!-- </div>/.modal-dialog -->
<!-- </div>/.modal -->
<div class="modal fade" id="account_maneger_summary_mail_modal" tabindex="-1" role="dialog" aria-labelledby="myLargeModalLabel"
aria-hidden="true" aria-modal="true" data-backdrop="static">
<div class="modal-dialog modal-full-width">
<div class="modal-content">
<div class="modal-header">
<h4 class="modal-title" id="myLargeModalLabel">Member Review and summary mail <span id="nameOfThePolicy"></span></h4>
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
<div class="modal-body">
<div class="text-center" id="no_data"></div>
<form role="form" class="parsley-examples" method="post" id="account_maneger_summary_mail_form" enctype="multipart/form-data">
<div class="form-group">
<div class="form-row" id="rac_rate_dropdown">
<div class="form-group col-md-2">
<label for="emp_code">Template Name</label>
</div>
<div class="form-group col-md-5">
<input type="text" id="template_name" name="template_name" value="Account Maneger Summary Mail" readonly class="form-control" placeholder="Template Name">
</div>
</div>
<div class="form-row" id="rac_rate_dropdown">
<div class="form-group col-md-2">
<label for="emp_code">Subject</label>
</div>
<div class="form-group col-md-5">
<input type="text" id="subject" name="subject" class="form-control" placeholder="Subject">
</div>
<div class="form-group col-md-2 testmail" style="display: none;">
<a class="btn btn-primary waves-effect waves-light mr-1 setid" onclick="testMailSend(this)">Test Mail</a>
</div>
</div><hr>
<!-- Unlayer editor -->
<div class="form-row" id="rac_rate_dropdown">
<div class="form-group col-md-12">
<div id="editor-container" style="height: 300px;width:max-content"></div>
</div>
</div>
<div class="form-group text-right m-b-0">
<button class="btn btn-primary waves-effect waves-light mr-1 preview_button"
id="">Preview</button>
<button type="submit" class="btn btn-primary waves-effect waves-light mr-1"
id="btnGridSubmit_2">Submit</button>
</div>
</div>
</form>
</div>
</div><!-- /.modal-content -->
</div><!-- /.modal-dialog -->
</div><!-- /.modal -->
<!-- Modal content for the Large example -->
<div class="modal fade" id="client_hr_summary_mail_modal" tabindex="-1" role="dialog" aria-labelledby="myLargeModalLabel"
aria-hidden="true" aria-modal="true" data-backdrop="static">
@ -794,7 +867,7 @@
const editor3 = Jodit.make("#member_review_and_summary", editorConfig);
const editor4 = Jodit.make("#account_maneger_summary_mail_snow_editor", editorConfig);
// const editor4 = Jodit.make("#account_maneger_summary_mail_snow_editor", editorConfig);
const editor5 = Jodit.make("#client_hr_summary", editorConfig);
@ -1044,49 +1117,49 @@
}
})
$('#account_maneger_summary_mail_form').submit(function (event)
{
event.preventDefault();
var joditEditor = editor4;
if (joditEditor)
{
var mailContent = $(joditEditor.currentPlace.container).find('.jodit-wysiwyg').html();
var formData = $(this).serializeArray();
formData.push({ name: 'mailContent', value: mailContent });
formData.push({ name: 'client_id', value: $('#general_PrimaryKey').val() });
// $('#account_maneger_summary_mail_form').submit(function (event)
// {
// event.preventDefault();
// var joditEditor = editor4;
// if (joditEditor)
// {
// var mailContent = $(joditEditor.currentPlace.container).find('.jodit-wysiwyg').html();
// var formData = $(this).serializeArray();
// formData.push({ name: 'mailContent', value: mailContent });
// formData.push({ name: 'client_id', value: $('#general_PrimaryKey').val() });
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
var form_action = '<?= base_url("client/notification/create") ?>';
$.ajax({
url: form_action,
type: "POST",
data: formData,
dataType: 'json',
success: function(res)
{
$('#account_maneger_summary_mail_modal').find('.close').click();
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
},
error: function (xhr, status, error)
{
console.error(xhr.responseText);
console.error(status, error);
setTimeout(function()
{
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
toastr.warning('Something Wrong!', 'warning');
}, 1000);
}
});
}
else
{
console.error("Jodit editor instance is not defined.");
}
})
// $('.loader').fadeIn();
// $('.loader-mask').fadeIn();
// var form_action = '<?= base_url("client/notification/create") ?>';
// $.ajax({
// url: form_action,
// type: "POST",
// data: formData,
// dataType: 'json',
// success: function(res)
// {
// $('#account_maneger_summary_mail_modal').find('.close').click();
// $('.loader').fadeOut();
// $('.loader-mask').delay(350).fadeOut('slow');
// },
// error: function (xhr, status, error)
// {
// console.error(xhr.responseText);
// console.error(status, error);
// setTimeout(function()
// {
// $('.loader').fadeOut();
// $('.loader-mask').delay(350).fadeOut('slow');
// toastr.warning('Something Wrong!', 'warning');
// }, 1000);
// }
// });
// }
// else
// {
// console.error("Jodit editor instance is not defined.");
// }
// })
$('#client_hr_summary_mail_form').submit(function (event)
{
@ -1207,7 +1280,7 @@
{
var template_name = $(element).attr('id');
if (template_name == "member_welcome_mail" || template_name == "member_reminder_mail" || template_name == "member_ecard_mail" || template_name == "member_review_and_summary_mail" || template_name == "account_maneger_summary_mail" || template_name == "client_hr_summary_mail")
if (template_name == "member_welcome_mail" || template_name == "member_reminder_mail" || template_name == "member_ecard_mail" || template_name == "member_review_and_summary_mail" || template_name == "client_hr_summary_mail")
{
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
@ -1556,6 +1629,325 @@
});
}
</script>
</script>
<script>
// Global editor variable
let editor = null;
// Function to check if unlayer is loaded and available
function isUnlayerLoaded() {
return typeof unlayer !== 'undefined' && unlayer !== null;
}
// Enhanced waiting function with better error handling
function waitForUnlayer(callback, maxAttempts = 20) {
let attempts = 0;
const checkUnlayer = setInterval(function() {
attempts++;
console.log("Checking for Unlayer, attempt:", attempts);
if (isUnlayerLoaded()) {
clearInterval(checkUnlayer);
console.log("Unlayer loaded successfully");
callback(true);
} else if (attempts >= maxAttempts) {
clearInterval(checkUnlayer);
console.error("Unlayer failed to load after", attempts, "attempts");
callback(false);
}
}, 1000); // Increased interval to 1 second
}
// Improved editor initialization function
function initializeEditor(callback) {
console.log("Starting editor initialization...");
const editorContainer = document.getElementById('editor-container');
if (!editorContainer) {
console.error("Editor container not found");
if (callback) callback(null);
return;
}
// Ensure the script is loaded
if (!document.querySelector('script[src*="unlayer"]')) {
console.error("Unlayer script is not included in the page");
if (callback) callback(null);
return;
}
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
waitForUnlayer(function(unlayerLoaded) {
if (!unlayerLoaded) {
console.error("Unlayer not available");
if (callback) callback(null);
return;
}
try {
// Destroy existing instance if it exists
if (editor) {
console.log("Destroying existing editor...");
editor.destroy();
editor = null;
}
// Clear the container
editorContainer.innerHTML = '';
// Create new editor instance with error handling
console.log("Creating new editor instance...");
editor = unlayer.createEditor({
id: 'editor-container',
projectId: 263979,
displayMode: "email",
features: {
textEditor: {tables: true },
preview: {enabled: true,deviceOptions: ['desktop', 'mobile']},
// preview: { enabled: true },
imageEditor: { enabled: true },
appearance: {
theme: 'light',
panels: {
tools: { dock: "right" }
}
}
},
branding:false,
tools: {
// Configure any specific tools you need
text: {
enabled: true
},
image: {
enabled: true
}
}
});
// Verify editor initialization
if (!editor || typeof editor.loadDesign !== 'function') {
throw new Error("Editor initialization failed - editor instance is invalid");
}
console.log("Editor initialization completed successfully");
$('.loader').fadeOut();
$('.loader-mask').fadeOut();
if (callback) callback(editor);
} catch (error) {
console.error("Error in editor initialization:", error);
if (callback) callback(null);
$('.loader').fadeOut();
$('.loader-mask').fadeOut();
}
});
}
// Modified template data function with better error handling
function getMailTemplateData(element) {
const template_name = element.id;
const validTemplates = [
"account_maneger_summary_mail",
];
if (!validTemplates.includes(template_name)) {
console.error("Invalid template name:", template_name);
return;
}
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
const primaryKey = $('#general_PrimaryKey').val();
const baseUrl = '<?= base_url("client/notification/getMailTemplateData/") ?>';
const form_action = `${baseUrl}${template_name}/${primaryKey}`;
$.ajax({
url: form_action,
type: "GET",
dataType: 'json',
success: function(res) {
console.log('get Mail Template Data', res);
if (res) {
// Set subject
$(`#${template_name}_form #subject`).val(res.subject || '');
// Initialize editor with retry mechanism
let retryCount = 0;
const initWithRetry = function() {
initializeEditor(function(editorInstance) {
if (!editorInstance && retryCount < 3) {
console.log(`Retrying editor initialization (${retryCount + 1}/3)...`);
retryCount++;
setTimeout(initWithRetry, 1000);
return;
}
if (!editorInstance) {
console.error("Editor initialization failed after retries");
toastr.error('Editor initialization failed. Please refresh the page.');
return;
}
if (res.mail_content_json) {
try {
const design = JSON.parse(res.mail_content_json);
editorInstance.loadDesign(design);
console.log("Design loaded successfully");
hideBranding();
} catch (error) {
console.error("Error parsing mail content JSON:", error);
toastr.error('Error loading email template');
}
}else{
hideBranding()
}
});
};
initWithRetry();
if (res.data) {
addHTMLInput(res.data);
} else {
addHTMLInput();
}
// Update UI elements
$('.testmail').toggle(!!res.id);
$('#attachment_table').toggle(!!res.id);
$('.setid').attr('data-id', res.id || '');
}else{
console.log("Inside else");
let retryCount = 0;
const initWithRetry = function() {
initializeEditor(function(editorInstance) {
if (!editorInstance && retryCount < 3) {
console.log(`Retrying editor initialization (${retryCount + 1}/3)...`);
retryCount++;
setTimeout(initWithRetry, 1000);
return;
}
if (!editorInstance) {
console.error("Editor initialization failed after retries");
toastr.error('Editor initialization failed. Please refresh the page.');
return;
}
hideBranding();
});
};
initWithRetry();
}
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
},
error: function(xhr, status, error) {
console.error("Ajax error:", { status, error, response: xhr.responseText });
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
toastr.error('Failed to load template data');
}
});
}
$('#account_maneger_summary_mail_form').submit(function (event) {
event.preventDefault();
// Check if editor instance exists
if (!editor) {
console.error("Editor not initialized");
toastr.error("Editor not ready. Please try again.");
return;
}
// Use the editor instance instead of unlayer directly
editor.exportHtml(function (data) {
var formData = $('#account_maneger_summary_mail_form').serializeArray();
// Append Unlayer editor data
formData.push({
name: 'mailContent',
value: data.html
});
formData.push({
name: 'client_id',
value: $('#general_PrimaryKey').val()
});
formData.push({
name: 'mailJson',
value: JSON.stringify(data.design)
});
console.log(formData);
// Show loading indicators
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
var form_action = '<?= base_url("client/notification/create") ?>';
$.ajax({
url: form_action,
type: "POST",
data: formData,
dataType: 'json',
success: function(res) {
$('#account_maneger_summary_mail_modal').find('.close').click();
toastr.success('Template saved successfully');
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
},
error: function (xhr, status, error) {
console.error(xhr.responseText);
console.error(status, error);
setTimeout(function() {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
toastr.warning('Something Went Wrong!', 'warning');
}, 1000);
}
});
});
});
function hideBranding(){
$('iframe').on('load', function() {
console.log('Iframe loaded.');
const iframe = $(this);
// Overlay the branding area
const overlay = $('<div>', {
css: {
position: 'absolute',
bottom: '0', // Adjust based on branding position
left: '0',
width: iframe.width(),
height: '30px', // Adjust height to cover branding
backgroundColor: 'white',
zIndex: '9999',
pointerEvents: 'none',
},
});
const iframeParent = iframe.parent();
if (iframeParent.css('position') === 'static') {
iframeParent.css('position', 'relative');
}
iframeParent.append(overlay);
console.log('Overlay added to hide branding.');
});
}
</script>

38
app/Views/policy_type_basic_info.php
View File

@ -15,10 +15,9 @@
placeholder="Enter Policy Type Name" value="<?= isset($policytype['policy_type']) ? $policytype['policy_type'] : '' ?>" name="policy_type" required>
</div>
<div class="form-group col-md-4">
<label for="kyc_name">Policy Type Long Name<span
class="text-danger">*</span></label>
<label for="kyc_name">Policy Type Long Name</label>
<input type="text" class="form-control" id="long_name"
placeholder="Enter Policy Type Long Name" value="<?= isset($policytype['long_name']) ? $policytype['long_name'] : '' ?>" name="long_name" required>
placeholder="Enter Policy Type Long Name" value="<?= isset($policytype['long_name']) ? $policytype['long_name'] : '' ?>" name="long_name">
</div>
<div class="form-group col-md-4">
<label for="bap">BAP<span
@ -38,6 +37,37 @@
<input type="text" class="form-control" id="alloci"
placeholder="Enter Alloci" value="<?= isset($policytype['alloci']) ? $policytype['alloci'] : '' ?>" name="alloci" required>
</div>
<div class="form-group col-md-4">
<label for="ebp">Group Base Premium<span class="text-muted"> (STD %)</span></label>
<input type="number" class="form-control" id="ebp"
placeholder="Enter Group Base Premium" value="<?= isset($policytype['ebp']) ? $policytype['ebp'] : '' ?>" name="ebp">
</div>
<div class="form-group col-md-4">
<label for="etp">Group Third Party Premium<span
class="text-muted"> (STD %)</span></label> <input type="number" class="form-control" id="etp"
placeholder="Enter Group Base Premium" value="<?= isset($policytype['etp']) ? $policytype['etp'] : '' ?>" name="etp">
</div>
<div class="form-group col-md-4">
<label for="etep">Group Terrorism Premium<span
class="text-muted"> (STD %)</span></label> <input type="number" class="form-control" id="etep"
placeholder="Enter Group Base Premium" value="<?= isset($policytype['etep']) ? $policytype['etep'] : '' ?>" name="etep">
</div>
<div class="form-group col-md-4">
<label for="iep">Individual Base Premium<span
class="text-muted"> (STD %)</span></label> <input type="number" class="form-control" id="iep"
placeholder="Enter Group Base Premium" value="<?= isset($policytype['iep']) ? $policytype['iep'] : '' ?>" name="iep">
</div>
<div class="form-group col-md-4">
<label for="itp">Individual Third-Party Premium<span
class="text-muted"> (STD %)</span></label> <input type="number" class="form-control" id="itp"
placeholder="Enter Group Base Premium" value="<?= isset($policytype['itp']) ? $policytype['itp'] : '' ?>" name="itp">
</div>
<div class="form-group col-md-4">
<label for="itep">Individual Terrorism Premium<span
class="text-muted"> (STD %)</span></label> <input type="number" class="form-control" id="itep"
placeholder="Enter Group Base Premium" value="<?= isset($policytype['itep']) ? $policytype['itep'] : '' ?>" name="itep">
</div>
</div>
<hr>
@ -94,7 +124,7 @@ $(document).ready(function () {
}, 1000);
$('#policy_type_id').val(res.data.id);
$('#policytype_General_PrimaryKey').val(res.data.id);
$('#policytype_General_PrimaryKey').val(res.data.PrimaryKey);
$('#policy_id_type').click();
$('#btnBranchAdd').show();
var message = "Policy Type General Info";

71
app/Views/report_bds.php
View File

@ -32,6 +32,13 @@ table.dataTable tbody td {
</div>
<div class="table-responsive">
<div id="totals" style="margin-bottom: 10px;">
<strong>Total Premium:</strong> <span id="total_premium">0.00</span> |
<strong>Total Rewards:</strong> <span id="total_rewards">0.00</span> |
<strong>Total IRDA Revenue INR:</strong> <span id="total_irda">0.00</span> |
<strong>Total Billed Amount:</strong> <span id="total_billed">0.00</span> |
<strong>Total Unbilled Amount:</strong> <span id="total_unbilled">0.00</span>
</div>
<table id="scroll-horizontal-datatable" class="table w-100 nowrap">
<thead class="bg-light">
<tr>
@ -61,10 +68,11 @@ table.dataTable tbody td {
<th>Total Premium</th>
<th>Base <br> Revenue %</th>
<th>TP / Terrorism <br> Revenue %</th>
<th>Rewards</th>
<th>Total IRDA <br> Revenue INR</th>
<th>Billed Amount</th>
<th>UnBilled Amount</th>
<th>Rewards</th>
</tr>
</thead>
<tbody>
@ -97,11 +105,17 @@ table.dataTable tbody td {
<td class="right-align-input"><?php echo $row['total_premium']; ?></td>
<td class="right-align-input"><?php echo $row['agreed_bp_per']; ?>&nbsp;%</td>
<td class="right-align-input"><?php echo $row['agreed_tp_or_ter_per'];?>&nbsp;%</td>
<td class="right-align-input" onclick="showCoShareStatementDetails(this)" data-id="<?= $row['pt_id'] ?>"><?php echo empty($row['total_irda_amt']) ? $row['exp_amt'] : $row['total_irda_amt']; ?></td>
<td class="right-align-input"><?php echo isset($row['reward']) ? $row['reward'] : '0.00'; ?></td>
<?php $total_irda_amt = empty($row['total_irda_amt']) ? $row['exp_amt'] : $row['total_irda_amt']; ?>
<td class="right-align-input" onclick="showCoShareStatementDetails(this)" data-id="<?= $row['pt_id'] ?>"><?php echo $total_irda_amt; ?></td>
<td class="right-align-input"><?php echo empty($row['billed_amt']) ? '0.00' : $row['billed_amt'] ?></td>
<!-- <td class="right-align-input"><?php echo empty($row['unbilled_amt']) ? '0.00' : $row['unbilled_amt']?></td> -->
<td class="right-align-input"><?php echo number_format((float)$row['total_irda_amt'] - $row['billed_amt'],2, '.', '')?></td>
<td class="right-align-input"><?php echo $row['reward']; ?></td>
<?php
$unbilled_amt = $row['total_irda_amt'] - $row['billed_amt'];
$unbilled_amt = $unbilled_amt == 0 && $row['billed_amt'] == 0 ? $total_irda_amt : $unbilled_amt ;
?>
<td class="right-align-input"><?php echo number_format((float)$unbilled_amt,2, '.', '')?></td>
</tr>
<?php } ?>
<?php } ?>
@ -191,7 +205,21 @@ $(document).ready(function() {
// Append the new total row to the sheet
$(sheet).find('sheetData').append(totalRow);
}
},
exportOptions: {
orthogonal: 'sort'
},
customizeData: function (data) {
for (var i = 0; i < data.body.length; i++) {
for (var j = 0; j < data.body[i].length; j++) {
// Check if the column is the 9th index (10th column)
if (j === 9) {
data.body[i][j] = '\u200C' + data.body[i][j];
}
}
}
}
}
],
@ -201,7 +229,38 @@ $(document).ready(function() {
},
paging: true, // Enable pagination
pageLength: 25, // Set default number of rows per page (optional)
ordering: false,
ordering: false,
"footerCallback": function(row, data, start, end, display) {
var api = this.api();
// Calculate column totals
var totalPremium = api.column(23).data().reduce(function(a, b) {
return parseFloat(a) + parseFloat(b) || 0;
}, 0);
var total_rewards = api.column(26).data().reduce(function(a,b){
return parseFloat(a) + parseFloat(b) || 0;
})
var totalIrda = api.column(27).data().reduce(function(a, b) {
return parseFloat(a) + parseFloat(b) || 0;
}, 0);
var totalBilled = api.column(28).data().reduce(function(a, b) {
return parseFloat(a) + parseFloat(b) || 0;
}, 0);
var totalUnbilled = api.column(29).data().reduce(function(a, b) {
return parseFloat(a) + parseFloat(b) || 0;
}, 0);
// Update the totals in the div above the table
$('#total_premium').text(totalPremium.toFixed(2));
$('#total_rewards').text(total_rewards.toFixed(2))
$('#total_irda').text(totalIrda.toFixed(2));
$('#total_billed').text(totalBilled.toFixed(2));
$('#total_unbilled').text(totalUnbilled.toFixed(2));
}
});
} else {
console.error("Table atet found.");

10
app/Views/variance_report_list.php
View File

@ -170,6 +170,9 @@ table.dataTable tbody td {
<th>Insurer Branch</th>
<th>Policy</th>
<th>Endorsement No</th>
<th>Premium</th>
<th>Statement Premium</th>
<th>Premium Variance</th>
<th>Expected Amount</th>
<th>Statement Amount</th>
<th>Variance</th>
@ -186,9 +189,12 @@ table.dataTable tbody td {
<td><?php echo $row['insurer_branch_name']; ?></td>
<td><?php echo $row['policy_type'] .' - '. $row['policy_no']; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td class="right-align-input"><?php echo $row['original_premium']; ?></td>
<td class="right-align-input"><?php echo isset($row['statement_premium']) ? $row['statement_premium'] : '0.00'; ?></td>
<td class="right-align-input"><?php echo $row['premium_variance_amt']; ?></td>
<td class="right-align-input"><?php echo $row['exp_amt']; ?></td>
<td class="right-align-input"><?php echo $row['statement_amount']; ?></td>
<td class="right-align-input"><?php echo $row['variance_amt']; ?></td>
<td class="right-align-input"><?php echo isset($row['statement_amount']) ? $row['statement_amount'] : '0.00'; ?></td>
<td class="right-align-input"><?php echo isset($row['variance_amt']) ? $row['variance_amt'] : '0.00'; ?></td>
</tr>
<?php } ?>
<?php } ?>