FEAT_RFQ_AND_QCR_MODULE : RV

app/Config/Routes.php

@@ -18,6 +18,7 @@ $routes->get("update-policy-terms-for-corrections", "ClientController::updatePol
 $routes->get("update_rack_rate_json", "ClientController::updateRackRateJson");
 $routes->get("updatajson", "EmpDataServiceController::updatajson");
 $routes->get("view", "EmployeeController::viewECard/$1");
+// $routes->get("exportQCRandRFQ", "LeadsController::exportQCRandRFQ");
 
 
 
@@ -343,6 +344,13 @@ $routes->group("leads", ["filter" => "authMVC"], function ($routes) {
         $routes->get("list", "LeadsController::viewLeadsList");
         $routes->post("create", "LeadsController::createLead");
         $routes->get("list/(:any)", "LeadsController::getLeadDataForEdit/$1");
+        $routes->get("exportQCRandRFQ/(:any)", "LeadsController::exportQCRandRFQ/$1");
+});
+
+$routes->group("rfq", ["filter" => "authMVC"], function ($routes) {
+    $routes->post("create", "LeadsController::createRFQ");
+    $routes->post("createQCR", "LeadsController::createQCR");
+    $routes->get("list/(:any)", "LeadsController::viewRFQ/$1");
 });
 
 $routes->get("driveListFiles", "GoogleDriveController::listFiles");

app/Controllers/LeadsController.php

@@ -4,6 +4,9 @@ namespace App\Controllers;
 
 use CodeIgniter\API\ResponseTrait;
 
+use PhpOffice\PhpSpreadsheet\Spreadsheet;
+use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
+
 use App\Models\UserModel;
 use App\Models\ClientModel;
 use App\Models\ClientBranchModel;
@@ -15,6 +18,8 @@ use App\Models\KYCEntityTypeModel;
 use App\Models\PolicyTransactionStatusModel;
 use App\Models\InsurerBranchModel;
 use App\Models\TPABranchModel;
+use App\Models\RFQModel;
+use App\Models\InsurerModel;
 
 class LeadsController extends BaseController
 {   
@@ -35,6 +40,8 @@ class LeadsController extends BaseController
     protected $policyTransactionStatusModel;
     protected $insurerBranchModel;
     protected $tpaBranchModel;
+    protected $RFQModel;
+    protected $insurerModel;
 
     //variables for storing array
     protected $issuer;
@@ -58,6 +65,8 @@ class LeadsController extends BaseController
         $this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
         $this->insurerBranchModel = new InsurerBranchModel();
         $this->tpaBranchModel = new TPABranchModel();
+        $this->RFQModel  = new RFQModel();
+        $this->insurerModel  = new InsurerModel();
 
         $this->issuer  = [1 => 'JIBS', 2 => 'Nhance'];
         $this->clientType  = [1 => 'Group', 2 => 'Individual'];
@@ -296,4 +305,265 @@ class LeadsController extends BaseController
     }
 
 
+    //--------RFQ-----------------------------------------------------------------------------------------------
+
+
+    public function viewRFQ($id, $type = 1){
+
+        $data['rfq_data'] = $this->RFQModel
+                ->where('lead_id', $id)
+                ->where('type', $type)
+                ->where('is_active', 1)
+                ->first();
+
+        $data['rfq_count'] = $this->RFQModel
+                ->where('lead_id', $id)
+                ->where('type', 1)
+                ->where('is_active', 1)
+                ->countAllResults();
+
+        $data['qcr_count'] = $this->RFQModel
+                ->where('lead_id', $id)
+                ->where('type', 2)
+                ->where('is_active', 1)
+                ->countAllResults();
+
+        // dd(count($data['rfq_data']));
+
+        $data['lead_id'] = $id;
+        $lead_data = $this->leadsModel
+                ->select('policy_type.question_json')
+                ->join('policy_type', 'leads.policy_type_id = policy_type.id')
+                ->where('leads.id', $id)
+                ->first();
+
+        $data['question_json'] = $lead_data['question_json'];
+        $data['page_name'] = isset($data['rfq_data']['type']) && $data['rfq_data']['type'] == 2 ? 'QCR' : 'RFQ';
+        $data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+
+
+        // dd($data);
+        $this->loadLayout('view_rfq.php', $data);
+    }
+
+    public function createRFQ(){
+
+        $data = $this->request->getPost();
+        $lead_id = $data['lead_id'];
+        $data['type'] = 1;
+        $this->RFQModel
+            ->where('lead_id', $lead_id)
+            ->where('type', 1)
+            ->where('is_active', 1)
+            ->set('is_active', 0)
+            ->update();
+
+        $result = $this->RFQModel->insert($data);
+
+        if ($result) {
+            return $this->respond(['status' => true, 'id' => $result, 'message' => 'New RFQ created successfully', 'data' =>$data], 200);
+        }
+
+        return $this->respond(['status' => false, 'id' => $result, 'message' => "Failed to create RFQ", 'data' =>$data], 200);
+
+    }
+
+    public function createQCR(){
+
+        $data = $this->request->getPost();
+        $lead_id = $data['lead_id'];
+        $data['type'] = 2;
+
+        $this->RFQModel
+            ->where('lead_id', $lead_id)
+            ->where('type', 2)
+            ->where('is_active', 1)
+            ->set('is_active', 0)
+            ->update();
+
+        $result = $this->RFQModel->insert($data);
+
+        if ($result) {
+            return $this->respond(['status' => true, 'id' => $result, 'message' => 'New QCR created successfully', 'data' =>$data], 200);
+        }
+
+        return $this->respond(['status' => false, 'id' => $result, 'message' => "Failed to create QCR", 'data' =>$data], 200);
+    }
+
+    //-----RFQ and QCR EXPORT------------------------------------------------------------------------------------------------
+
+    //export main route function
+    public function exportQCRandRFQ($lead_id, $type, $export_type){
+
+        if($export_type == 'mail'){
+            $this-> exportMailForQCRandRFQ($lead_id, $type);
+        }else{
+            $this-> exportExcelForQCRandRFQ($lead_id, $type);
+        }
+    }
+
+    //FOR EXCEL
+    public function exportExcelForQCRandRFQ($lead_id, $type)
+    {
+        $filepath = $this->constructExcelToSaveTemp($lead_id, $type);
+        $filepath = $filepath['filePath'];
+    
+        if (file_exists($filepath)) {
+            // Set headers to force download
+            header('Content-Description: File Transfer');
+            header('Content-Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet');
+            header('Content-Disposition: attachment; filename="' . basename($filepath) . '"');
+            header('Content-Length: ' . filesize($filepath));
+            header('Pragma: public');
+            
+            // Output the file content
+            readfile($filepath);
+            
+            // Delete the file after download
+            unlink($filepath);
+            
+            exit;
+        } else {
+            echo "File does not exist.";
+        }
+    }
+    
+    //FOR MAIL
+    public function exportMailForQCRandRFQ($lead_id, $type){
+
+        $filepath = $this->constructExcelToSaveTemp($lead_id, $type);
+
+        if ($filepath) {
+            return $this->respond(['status' => true, 'file_path' => $filepath, 'message' => 'Mail send successfully'], 200);
+        }
+
+        return $this->respond(['status' => false, 'file_path' => $filepath, 'message' => "Mail send failed"], 200);
+    }
+
+    //Construct excel file and save the file to the folder and return file path
+    public function constructExcelToSaveTemp($lead_id, $type)
+    {
+        $rfq_data = $this->RFQModel
+            ->select('
+                    leads.client_name,
+                    leads.client_short_name,
+                    insurers.name as insurer_name,
+                    insurer_branch.branch_name as insurer_branch_name,
+                    tpa.name as tpa_name,
+                    tpa_branch.branch_name as tpa_branch_name,
+                    policy_type.policy_type,
+                    rfq.json
+            ')
+            ->join('leads', 'rfq.lead_id = leads.id')
+            ->join('policy_type', 'leads.policy_type_id = policy_type.id')
+            ->join('insurers', 'leads.insurer_id = insurers.id')
+            ->join('insurer_branch', 'leads.insurer_branch_id = insurer_branch.id')
+            ->join('tpa', 'leads.tpa_id = tpa.id')
+            ->join('tpa_branch', 'leads.tpa_branch_id = tpa_branch.id')
+            ->where('rfq.lead_id', $lead_id)
+            ->where('rfq.type', $type)
+            ->where('rfq.is_active', 1)
+            ->first();
+    
+        $lead_data = [
+            'Insured' => $rfq_data['client_name'],
+            'Insurer' => $rfq_data['insurer_name'] . ' - ' . $rfq_data['insurer_branch_name'],
+            'TPA' => $rfq_data['tpa_name'] . ' - ' . $rfq_data['tpa_branch_name'],
+        ];
+    
+        $jsonData = $rfq_data['json'];
+        $data = json_decode($jsonData, true);
+    
+        // Initialize PhpSpreadsheet
+        $spreadsheet = new Spreadsheet();
+        $sheet = $spreadsheet->getActiveSheet();
+    
+        // Start with lead_data at the top
+        $rowNumber = 1;
+        foreach ($lead_data as $key => $value) {
+            $sheet->setCellValue("A{$rowNumber}", $key);
+            $sheet->setCellValue("B{$rowNumber}", $value);
+
+            // Apply bold style to the key
+            $sheet->getStyle("A{$rowNumber}")->applyFromArray([
+                'font' => [
+                    'bold' => true,
+                ],
+            ]);
+
+            $rowNumber++;
+        }
+    
+        // Leave two blank rows
+        $rowNumber += 2;
+    
+        // Set headers and subheaders starting from current row
+        $headers = $data['table_data']['headers'];
+        $subHeaderRow = $rowNumber + 1;
+        $columnLetter = 'A';
+    
+        // Add headers in the first row and subheaders in the second row
+        foreach ($headers as $header) {
+            if ($header['parentHeader'] === 'Item Key' || $header['parentHeader'] == 'Action') {
+                continue; // Skip "Item Key" and "Action" columns
+            }
+    
+            if($header['parentHeader'] === 'Sno'){
+                $header['parentHeader'] = 'S.No.';
+            }
+    
+            $sheet->setCellValue("{$columnLetter}{$rowNumber}", $header['parentHeader']);
+
+            // Apply bold style to the header
+            $sheet->getStyle("{$columnLetter}{$rowNumber}")->applyFromArray([
+                'font' => [
+                    'bold' => true,
+                ],
+            ]);
+            
+            foreach ($header['subHeaders'] as $subHeader) {
+                $sheet->setCellValue("{$columnLetter}{$subHeaderRow}", $subHeader);
+
+                // Apply bold style to the subheader
+                $sheet->getStyle("{$columnLetter}{$subHeaderRow}")->applyFromArray([
+                    'font' => [
+                        'bold' => true,
+                    ],
+                ]);
+
+                $columnLetter++;
+            }
+        }
+    
+        // Move to next row for data entries
+        $rowNumber = $subHeaderRow + 1;
+    
+        // Add data rows
+        foreach ($data['table_data']['data'] as $dataRow) {
+            $columnLetter = 'A';
+            foreach ($dataRow['data'] as $cellData) {
+                if ($cellData['parentth'] === 'Item Key' || $cellData['parentth'] == 'Action') {
+                    continue; // Skip "Item Key" data
+                }
+                $sheet->setCellValue("{$columnLetter}{$rowNumber}", $cellData['value']);
+                $columnLetter++;
+            }
+            $rowNumber++;
+        }
+    
+        // Set filename based on type
+        $string = ($type == 2) ? 'QCR' : 'RFQ';
+        $filename = $string . '_' . $rfq_data['client_short_name'] . '_' . $rfq_data['policy_type'] . '_' . date('Ymdhis') . '.xlsx';
+        
+        // Save to temporary location
+        $uploadFilePath = WRITEPATH . 'tmp/' . $filename;
+        $writer = new Xlsx($spreadsheet);
+        $writer->save($uploadFilePath);
+    
+        return [
+            'filePath' => $uploadFilePath,
+            'fileName' => $filename,
+        ]; // Return file path and file name
+    }
+    
 }

app/Models/LeadsModel.php

@@ -91,14 +91,27 @@ class LeadsModel extends Model
                         leads.*,
                         kyc_entity_type.name as entity_type,
                         policy_type.policy_type,
-                        user_profiles.first_name as salse_person_name
+                        user_profiles.first_name as salse_person_name,
+
+                        (
+                            SELECT COUNT(*) AS qcr_count
+                            FROM rfq
+                            WHERE type = 2
+                            AND is_active = 1 and lead_id = leads.id
+                        ) AS qcr_count, 
+
+                        (
+                            SELECT COUNT(*) AS rfq_count
+                            FROM rfq
+                            WHERE type = 1
+                            AND is_active = 1 and lead_id = leads.id
+
+                        ) AS rfq_count
                 ')
                 ->join('kyc_entity_type', 'leads.entity_type_id = kyc_entity_type.id', 'left')
                 ->join('user_profiles', 'leads.salse_person_id = user_profiles.id', 'left')
                 ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
                 ->where('leads.is_active', 1)
-                ->where('leads.is_active', 1)
-                ->where('leads.is_active', 1)
                 ->orderBy('id', 'desc')
                 ->findAll();
 

app/Models/PolicyTypeModel.php

@@ -22,5 +22,6 @@ class PolicyTypeModel extends Model
         "etp",
         "iep",
         "itp",
+        "question_json",
     ];
 }

app/Models/RFQModel.php

@@ -0,0 +1,60 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class RFQModel extends Model
+{
+    protected $table            = 'rfq';
+    protected $primaryKey       = 'id';
+    protected $useAutoIncrement = true;
+    protected $returnType       = 'array';
+    protected $useSoftDeletes   = false;
+    protected $protectFields    = true;
+    protected $allowedFields = [
+        'id',
+        'type',
+        'lead_id',
+        'json',
+        'created_at',
+        'created_by',
+        'updated_at',
+        'updated_by',
+        'is_active'
+    ];
+    
+        // Callbacks
+        protected $allowCallbacks       = true;
+        protected $beforeInsert         = ["checkAndADDCreatedByValue"];
+        protected $afterInsert          = [];
+        protected $beforeUpdate         = ["checkAndUpdateUpdatedByValue"];
+        protected $afterUpdate          = [];
+        protected $beforeFind           = [];
+        protected $afterFind            = [];
+        protected $beforeDelete         = [];
+        protected $afterDelete          = [];
+    
+        protected function checkAndADDCreatedByValue(array $data)
+        {
+            // Check if 'updated_by' value is null or empty
+            if (empty($data['data']['created_by'])) {           
+                // Set 'updated_by' value to the current session user ID
+                $data['data']['created_by'] = get_session_userid();
+            }
+    
+            return $data;
+        }
+    
+        protected function checkAndUpdateUpdatedByValue(array $data)
+        {
+            // Check if 'updated_by' value is null or empty
+            if (empty($data['data']['updated_by'])) {           
+                // Set 'updated_by' value to the current session user ID
+                $data['data']['updated_by'] = get_session_userid();
+            }
+    
+            return $data;
+        }
+
+}

app/Views/leads_list.php

@@ -98,9 +98,14 @@ table.dataTable tbody td {
                                                 <a class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>" onclick="getLeadsDataForEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
                                                     <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
                                                 </a>
-                                                <a class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>" onclick="getLeadsDataForEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
+                                                <a href="<?= base_url('/rfq/list/').$row['id'] . '/' . 1; ?>" class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>">
                                                     <i class="mdi mdi-note-text mr-2 text-muted font-18 vertical-middle"></i>RFQ
                                                 </a>
+                                                <?php if($row['qcr_count'] > 0) { ?>
+                                                    <a href="<?= base_url('/rfq/list/').$row['id'] . '/' . 2; ?>" class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>">
+                                                        <i class="mdi mdi-note-text mr-2 text-muted font-18 vertical-middle"></i>QCR
+                                                    </a>
+                                                <?php } ?>
                                             </div>
                                         </div>
                                     </td>

app/Views/policy_transaction_inception_form.php

@@ -799,7 +799,7 @@
 
                             <div class="form-group col-md-12">
                                 <label for="aadhar">Aadhar<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="aadhar" placeholder="Enter PAN No" name="aadhar">
+                                <input type="text" class="form-control" id="aadhar" placeholder="Enter Aadher No" name="aadhar">
                             </div>
 
                         </div>
@@ -858,7 +858,7 @@
     </div><!-- /.modal-dialog -->
 </div>
 
-<!-- Client form content modal-->
+<!-- Vehicle form content modal-->
 <div class="modal fade" id="vehicle_modal" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel" aria-hidden="false">
     <div class="modal-dialog modal-dialog-centered">
         <div class="modal-content">
@@ -1595,8 +1595,8 @@ function getPolicyTransactionDataForEdit(input) {
                     $('#policy_start_date').prop('required', true);
                     $('#policy_end_date').prop('required', true);
                     // $('#tpa').prop('required', true);
-                    $('#emp_count').prop('required', true);
+                    // $('#emp_count').prop('required', true);
-                    $('#dependent_count').prop('required', true);
+                    // $('#dependent_count').prop('required', true);
                     $('.follow_insurer').prop('required', true);
                 } else {
                     $('#sales_row').hide();
@@ -1605,8 +1605,8 @@ function getPolicyTransactionDataForEdit(input) {
                     $('#policy_start_date').prop('required', false);
                     $('#policy_end_date').prop('required', false);
                     // $('#tpa').prop('required', false);
-                    $('#emp_count').prop('required', false);
+                    // $('#emp_count').prop('required', false);
-                    $('#dependent_count').prop('required', false);
+                    // $('#dependent_count').prop('required', false);
                     $('.follow_insurer').prop('required', false);
                 }
 
@@ -2703,6 +2703,7 @@ $("#client_form").submit(function(event) {
                 toastr.error(res.message, 'Error');
             }
 
+            $('#client_form')[0].reset();
             $('.close').click();
         },
         error: function (xhr, status, error) {
@@ -2771,6 +2772,7 @@ $("#vehicle_form").submit(function(event) {
                 toastr.error(res.message, 'Error');
             }
 
+            $('#vehicle_form')[0].reset();
             $('.close').click();
         },
         error: function (xhr, status, error) {
@@ -2830,6 +2832,7 @@ $("#CDMasterForm").submit(function(event) {
                 toastr.error(res.message, 'Error');
             }
 
+            $('#CDMasterForm')[0].reset();
             $('.close').click();
         },
         error: function (xhr, status, error) {
@@ -3024,8 +3027,8 @@ $('#policy_status').change(function(){
         $('#policy_start_date').prop('required', true);
         $('#policy_end_date').prop('required', true);
         // $('#tpa').prop('required', true);
-        $('#emp_count').prop('required', true);
+        // $('#emp_count').prop('required', true);
-        $('#dependent_count').prop('required', true);
+        // $('#dependent_count').prop('required', true);
         $('.follow_insurer').prop('required', true);
 
         if(policy_type_id == 3 || policy_type_id == 4 || policy_type_id == 5){
@@ -3053,8 +3056,8 @@ $('#policy_status').change(function(){
         $('#policy_start_date').prop('required', false)
         $('#policy_end_date').prop('required', false)
         // $('#tpa').prop('required', false)
-        $('#emp_count').prop('required', false)
+        // $('#emp_count').prop('required', false)
-        $('#dependent_count').prop('required', false)
+        // $('#dependent_count').prop('required', false)
         $('.follow_insurer').prop('required', false)
 
     }
@@ -3125,6 +3128,12 @@ $('#policy_no').change(function(){
 //     } 
 // });
 
+$('.close').on('click', function(){
+    $('#client_form')[0].reset();
+    $('#vehicle_form')[0].reset();
+    $('#CDMasterForm')[0].reset();
+});
+
 //------------------------------------------------------------------------------------------------------------
 
 var insurerCount = 0;

app/Views/tpa_basic_info.php

@@ -115,15 +115,19 @@
 
             var PrimaryKey = $('#tpa_General_PrimaryKey').val();
             var form_action = '';
+
+            console.log('tpa_General_PrimaryKey', PrimaryKey);
             
             if (isValid) {
 
-                if (PrimaryKey === '') {
+                if (PrimaryKey === "") {
                     form_action = '<?= base_url("master/tpa/createpost"); ?>';
                 } else {
                     form_action = '<?= base_url("master/tpa/edit"); ?>';
                 }
 
+                console.log('tpa_General_form_action', form_action);
+
                 var formData = new FormData($('#tpa_general_form')[0]);
                 var OptionsHTML1 = '';
                 $('.loader').fadeIn();
@@ -138,7 +142,6 @@
                     success: function(res) {
 
                         if($('#tpa_General_PrimaryKey').val() == ""){
-
                             window.location.href = '<?= base_url("master/tpa/list/"); ?>' + res.data.id;
                         }
 
@@ -149,7 +152,6 @@
 
                         console.log(res);
                         $('#tpa_id').val(res.data.id);
-                        $('#tpa_General_PrimaryKey').val(res.data.id);
                         $('#tpa_id_branch').val(res.data.id);
                         $('#tpa_branch_contacts_id').click();
 
@@ -157,14 +159,6 @@
                         var message = "TPA General Info";
                         toastr.success(message, 'Success');
 
-                        // $.toast({
-                        //     text: 'Insurer General Info',
-                        //     heading: "Submitted Sucessfully", 
-                        //     position: 'top-right',
-                        //     icon: 'success', 
-                        //     bgColor: !1,
-                        // });
-
                     },
                     error: function(xhr, status, error) {
                         console.error(xhr.responseText);
@@ -172,7 +166,8 @@
                         setTimeout(function() {
                             $('.loader').fadeOut();
                             $('.loader-mask').delay(350).fadeOut('slow');
-                     console.log('Something Wrong!', 'warning');                        }, 1000);
+                            console.log('Something Wrong!', 'warning');                        
+                        }, 1000);
                     }
                 });
             }
@@ -228,7 +223,6 @@
         };
     };
 
-
     function PreviewImage3() {
         var oFReader = new FileReader();
         oFReader.readAsDataURL(document.getElementById("bc").files[0]);
@@ -238,8 +232,6 @@
         };
     };
 
-
-
     $('#preview').click(function() {
         var ecardContent = $('#ecard_content').val();
         $('#Preview_data').html(ecardContent);