From 7187fc89c6551c7724e506a440db50c618abafe2 Mon Sep 17 00:00:00 2001 From: "venkatesh.r" Date: Mon, 6 Oct 2025 09:52:49 +0530 Subject: [PATCH 1/3] CHANGE_EB_FOR_CODE_MERGE --- app/Config/Routes.php | 5 + app/Controllers/LeadsController.php | 598 ++++++++++++++---- .../PolicyTransactionController.php | 40 +- app/Views/layout/header.php | 56 +- app/Views/leads_form_handler.php | 22 +- app/Views/view_rfq.php | 266 +++++++- public/sample_excel/Sample_Member_Data.xlsx | Bin 19847 -> 20660 bytes public/sample_excel/Sample_Member_Data_1.xlsx | Bin 0 -> 19847 bytes 8 files changed, 828 insertions(+), 159 deletions(-) create mode 100644 public/sample_excel/Sample_Member_Data_1.xlsx diff --git a/app/Config/Routes.php b/app/Config/Routes.php index a9cd0ae2..dbf222fc 100755 --- a/app/Config/Routes.php +++ b/app/Config/Routes.php @@ -384,6 +384,8 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) { $routes->get('getClaimDumpFileErrorData', 'TicketController::getClaimDumpFileErrorData'); $routes->get("claim_dump_excel_error/(:any)", "TicketController::getClaimDumpExcelFileErrors/$1"); $routes->get("download_claim_dump_file/(:any)", "TicketController::downloadClaimDumpFile/$1"); + $routes->post('uploadMultiFileFromRfq', 'LeadsController::uploadMultiFileFromRfq'); + $routes->get('downloadMemberFile/(:any)', 'LeadsController::downloadMemberFile/$1'); }); $routes->post("policy_tranction/sendInstallmentRemainderMail","PolicyTransactionController::sendInstallmentRemainderMail"); @@ -692,6 +694,9 @@ $routes->group('test', function($routes) { $routes->get('viewPDF', 'TestingController::viewPDF'); $routes->get('generate-pdf-view', 'TestingController::generatePDFWithView'); $routes->get('param/(:any)', 'TestingController::ptedfitdata/$1'); + $routes->get('viewrfq', 'TestingController::viewRFQNonEb'); + $routes->get('exportexcel', 'TestingController::exportExcel'); + $routes->post('saverfq', 'TestingController::saverfq'); }); $routes->cli('cli/testcli', 'TestingController::testcli'); diff --git a/app/Controllers/LeadsController.php b/app/Controllers/LeadsController.php index d5f8ea12..7465ad7a 100644 --- a/app/Controllers/LeadsController.php +++ b/app/Controllers/LeadsController.php @@ -528,7 +528,7 @@ class LeadsController extends BaseController return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' => $data], 200); } - // Get the Single Lead data for edit uisng ajax ( do not delete) + // Get the Single Lead data for edit uisng ajax (do not delete) public function getLeadDataForEdit($id) { @@ -603,7 +603,7 @@ class LeadsController extends BaseController } public function uploadMultiFiles($files, $docs_names, $primaryKey) - { + { $uploadFilePath = WRITEPATH . 'uploads/lead_files/'; $multi_file_data = []; @@ -696,63 +696,287 @@ class LeadsController extends BaseController //--------RFQ----------------------------------------------------------------------------------------------- + // public function viewRFQ($id, $type = 1) + // { + + // $data['rfq_data'] = $this->RFQModel + // ->where('lead_id', $id) + // // ->where('type', $type) + // ->where('is_active', 1) + // ->orderBy('id', 'desc') + // ->first(); + // // dd($data); + + // $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(' + // leads.*, + // policy_type.question_json, + // policy_type.policy_type, + // policy_type.long_name, + // user_profiles.email as created_person_email + // ') + // ->join('policy_type', 'leads.policy_type_id = policy_type.id') + // ->join('user_profiles', 'leads.created_by = user_profiles.id', 'left') + // ->where('leads.id', $id) + // ->where('leads.is_active', 1) + // ->first(); + + // // dd($lead_data); + + // if ($lead_data['lead_type'] != 1) { + // $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first(); + // if (isset($client_policy_data)) { + // $data['policy_terms'] = $client_policy_data['policy_terms']; + // } + // } + + // $data['question_json'] = $lead_data['question_json']; + // $data['page_name'] = $type == 2 ? 'QCR' : 'RFQ'; + // $data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames(); + // $data['userList'] = $this->userModel->getUserListForRFQ(); + // $data['exclusiveUserList'] = $this->userModel->getexclusiveUserListForRFQ(); + // $data['lead_data'] = $lead_data; + // $data['tpa_list'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames(); + // $data['account_manager'] = $this->userModel->where('is_active', 1)->where('role', 3)->findAll(); + + + // $mail_content = ' + //

Dear Sir,

+ //

Greetings From Nhance India!

+ //

Please find attached the {{RFQ_OR_QCR}} for {{POLICY_TYPE}} policy pertaining to {{CLIENT_NAME}}.

+ //

Kindly request you to share the competitive quotes at the earliest.

+ //

In case of any query, please feel free to contact us.

+ //

Thank You!


+ //

Best regards,

+ + //
+ //
{{LOGGED_USER_NAME}}
+ //
Mobile: {{LOGGED_USER_MOBILE}}
+ //
+ + // Nhance Logo + // '; + + // if ($data['lead_data']['policy_end_date'] != null) { + // $subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}} {{POLICY_END_DATE}}"; + // } else { + // $subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}"; + // } + + // if ($lead_data['policy_type_id'] == 1) { + // $data['totalSumAssured'] = $this->handleMemberDataGPATotalSumInsurerFromExcel(['lead_id' => $id]); + // } else { + // $data['totalSumAssured'] = []; + // } + + // $data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']); + // $data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']); + + // $data['placement_mail_content'] = $this->transformMailContent($lead_data, $mail_content, 'Placement'); + // $data['placement_subject'] = $this->transformMailContent($lead_data, $subject, 'Placement'); + + // $data['multi_file_data'] = $this->leadFilesModel->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null; + // $installment_data['installments'] = $this->leadInstallmentPaymentDetails->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null; + // $data['lead_data']['installment_data'] = view('rfq/installment_fields', $installment_data) ?? null; + // $data['attachment_html'] = view('rfq/attachment_files', $data) ?? ""; + // $data['user_team'] = $this->userModel->select("ut.team_id")->join("user_teams ut", "ut.user_id = user_profiles.id and ut.is_active = 1")->where("user_profiles.is_active", 1)->first()['team_id']; + // $data['multi_file_data_html'] = $this->renderFileFields($data['multi_file_data']); + // // dd($data); + + // if ($data['lead_data']['lead_form_type'] == 1) { + // $data['demogrphy_html_data'] = $this->generateDemographyDataTable(['lead_id' => $id]); + // $this->loadLayout('view_rfq.php', $data); + // } else if ($data['lead_data']['lead_form_type'] == 2) { + + // $data['occupancy'] = $this->occupancyModel->findAll(); + // // dd($data['occupancy']); + + // if ($lead_data['lead_type'] != 1 && $data['rfq_count'] == 0) { + // $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first(); + // if (isset($client_policy_data)) { + + // $data['rfq_data']['json'] = $client_policy_data['placement_json']; + // } + // } + + // if (!empty($data['question_json'])) { + // $data['policies'] = json_decode($data['question_json'], true)['policies']; + // $data["child_table_data"] = json_decode($data['question_json'], true)['child_table_data']; + // } + + // $data['product'] = $this->leadsModel->select("policy_type.policy_type")->join('policy_type', 'leads.policy_type_id = policy_type.id')->where('leads.id', $id)->first()['policy_type']; + // // $data['lead_register_data'] = json_decode($data['lead_data']['custom_fields']); + // // dd($data['lead_register_data']); + // // $data['entity_type'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll(); + // $data['buisness_type'] = $this->buisnessType; + + // // dd($data); + // $data['client_type'] = $this->clientType; + // $this->loadLayout('view_rfq_non_eb', $data); + // } + // } + public function viewRFQ($id, $type = 1) { + // 1. Combine RFQ queries into a single query + $rfqStats = $this->RFQModel + ->select(' + COUNT(*) as total_count, + SUM(CASE WHEN type != 2 THEN 1 ELSE 0 END) as rfq_count, + SUM(CASE WHEN type = 2 THEN 1 ELSE 0 END) as qcr_count + ') + ->where('lead_id', $id) + ->where('is_active', 1) + ->first(); + $data['rfq_count'] = $rfqStats['rfq_count'] ?? 0; + $data['qcr_count'] = $rfqStats['qcr_count'] ?? 0; + + // 2. Get RFQ data separately (only if needed) $data['rfq_data'] = $this->RFQModel ->where('lead_id', $id) - // ->where('type', $type) ->where('is_active', 1) ->orderBy('id', 'desc') ->first(); - // dd($data); - - $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; + + // 3. Optimize lead data query with specific field selection $lead_data = $this->leadsModel ->select(' - leads.*, - policy_type.question_json, - policy_type.policy_type, - policy_type.long_name, - user_profiles.email as created_person_email - ') + leads.id, leads.policy_type_id, leads.lead_type, leads.source_policy_id, + leads.policy_end_date, leads.lead_form_type, leads.created_by, leads.client_name, + policy_type.question_json, policy_type.policy_type, policy_type.long_name, + user_profiles.email as created_person_email + ') ->join('policy_type', 'leads.policy_type_id = policy_type.id') ->join('user_profiles', 'leads.created_by = user_profiles.id', 'left') ->where('leads.id', $id) ->where('leads.is_active', 1) ->first(); - // dd($lead_data); + if (!$lead_data) { + // Handle case where lead doesn't exist + throw new \Exception('Lead not found'); + } + // 4. Conditional query - only fetch if needed if ($lead_data['lead_type'] != 1) { - $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first(); - if (isset($client_policy_data)) { + $client_policy_data = $this->clientPolicyModel + ->select('policy_terms, placement_json') + ->where('is_active', 1) + ->where('id', $lead_data['source_policy_id']) + ->first(); + + if ($client_policy_data) { $data['policy_terms'] = $client_policy_data['policy_terms']; + + // Store for later use in lead_form_type == 2 condition + if ($lead_data['lead_form_type'] == 2 && $data['rfq_count'] == 0) { + $data['rfq_data']['json'] = $client_policy_data['placement_json']; + } } } + // 5. Cache decoded JSON to avoid multiple decodes + $question_json_decoded = !empty($lead_data['question_json']) + ? json_decode($lead_data['question_json'], true) + : null; + $data['question_json'] = $lead_data['question_json']; $data['page_name'] = $type == 2 ? 'QCR' : 'RFQ'; + $data['lead_data'] = $lead_data; + + // 6. Parallel/batch data fetching for independent queries $data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames(); $data['userList'] = $this->userModel->getUserListForRFQ(); $data['exclusiveUserList'] = $this->userModel->getexclusiveUserListForRFQ(); - $data['lead_data'] = $lead_data; + $data['tpa_list'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames(); + $data['account_manager'] = $this->userModel + ->where('is_active', 1) + ->where('role', 3) + ->findAll(); - $mail_content = ' + // 7. Define mail templates as constants or config + $mail_content = $this->getMailTemplate(); + $subject = $this->getSubjectTemplate($lead_data); + + // 8. Pre-calculate sum assured only for GPA + $data['totalSumAssured'] = ($lead_data['policy_type_id'] == 1) ? $this->handleMemberDataGPATotalSumInsurerFromExcel(['lead_id' => $id]) : []; + + // 9. Transform mail content once + $data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']); + $data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']); + $data['placement_mail_content'] = $this->transformMailContent($lead_data, $mail_content, 'Placement'); + $data['placement_subject'] = $this->transformMailContent($lead_data, $subject, 'Placement'); + + // 10. Combine related queries + $data['multi_file_data'] = $this->leadFilesModel + ->where('lead_id', $id) + ->where('is_active', 1) + ->findAll(); + + $installment_data['installments'] = $this->leadInstallmentPaymentDetails + ->where('lead_id', $id) + ->where('is_active', 1) + ->findAll(); + + // 11. Generate views efficiently + $data['lead_data']['installment_data'] = !empty($installment_data['installments']) + ? view('rfq/installment_fields', $installment_data) + : null; + + $data['attachment_html'] = view('rfq/attachment_files', $data); + + $user_team = $this->userModel + ->select("ut.team_id") + ->join("user_teams ut", "ut.user_id = user_profiles.id and ut.is_active = 1") + ->where("user_profiles.is_active", 1) + ->first(); + $data['user_team'] = $user_team['team_id'] ?? null; + + $data['multi_file_data_html'] = $this->renderFileFields($data['multi_file_data']); + + // 12. Conditional rendering based on lead_form_type + if ($lead_data['lead_form_type'] == 1) { + $data['demogrphy_html_data'] = $this->generateDemographyDataTable(['lead_id' => $id]); + $this->loadLayout('view_rfq.php', $data); + } else if ($lead_data['lead_form_type'] == 2) { + $data['occupancy'] = $this->occupancyModel->findAll(); + + // Use cached decoded JSON + if ($question_json_decoded) { + $data['policies'] = $question_json_decoded['policies'] ?? []; + $data["child_table_data"] = $question_json_decoded['child_table_data'] ?? []; + } + + $data['product'] = $lead_data['policy_type']; + $data['buisness_type'] = $this->buisnessType; + $data['client_type'] = $this->clientType; + + $this->loadLayout('view_rfq_non_eb', $data); + } + } + + // 13. Extract mail template to separate method for reusability + private function getMailTemplate() + { + return '

Dear Sir,

Greetings From Nhance India!

Please find attached the {{RFQ_OR_QCR}} for {{POLICY_TYPE}} policy pertaining to {{CLIENT_NAME}}.

@@ -761,70 +985,21 @@ class LeadsController extends BaseController

Thank You!


Best regards,

-
+
{{LOGGED_USER_NAME}}
Mobile: {{LOGGED_USER_MOBILE}}
- Nhance Logo + Nhance Logo '; + } - if ($data['lead_data']['policy_end_date'] != null) { - $subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}} {{POLICY_END_DATE}}"; - } else { - $subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}"; - } - - if ($lead_data['policy_type_id'] == 1) { - $data['totalSumAssured'] = $this->handleMemberDataGPATotalSumInsurerFromExcel(['lead_id' => $id]); - } else { - $data['totalSumAssured'] = []; - } - - $data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']); - $data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']); - - $data['placement_mail_content'] = $this->transformMailContent($lead_data, $mail_content, 'Placement'); - $data['placement_subject'] = $this->transformMailContent($lead_data, $subject, 'Placement'); - - $data['multi_file_data'] = $this->leadFilesModel->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null; - $installment_data['installments'] = $this->leadInstallmentPaymentDetails->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null; - $data['lead_data']['installment_data'] = view('rfq/installment_fields', $installment_data) ?? null; - $data['attachment_html'] = view('rfq/attachment_files', $data) ?? ""; - $data['user_team'] = $this->userModel->select("ut.team_id")->join("user_teams ut", "ut.user_id = user_profiles.id and ut.is_active = 1")->where("user_profiles.is_active", 1)->first()['team_id']; - // dd($data); - - if ($data['lead_data']['lead_form_type'] == 1) { - $data['demogrphy_html_data'] = $this->generateDemographyDataTable(['lead_id' => $id]); - $this->loadLayout('view_rfq.php', $data); - } else if ($data['lead_data']['lead_form_type'] == 2) { - - $data['occupancy'] = $this->occupancyModel->findAll(); - // dd($data['occupancy']); - - if ($lead_data['lead_type'] != 1 && $data['rfq_count'] == 0) { - $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first(); - if (isset($client_policy_data)) { - - $data['rfq_data']['json'] = $client_policy_data['placement_json']; - } - } - - if (!empty($data['question_json'])) { - $data['policies'] = json_decode($data['question_json'], true)['policies']; - $data["child_table_data"] = json_decode($data['question_json'], true)['child_table_data']; - } - - $data['product'] = $this->leadsModel->select("policy_type.policy_type")->join('policy_type', 'leads.policy_type_id = policy_type.id')->where('leads.id', $id)->first()['policy_type']; - // $data['lead_register_data'] = json_decode($data['lead_data']['custom_fields']); - // dd($data['lead_register_data']); - // $data['entity_type'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll(); - $data['buisness_type'] = $this->buisnessType; - - // dd($data); - $data['client_type'] = $this->clientType; - $this->loadLayout('view_rfq_non_eb', $data); - } + // 14. Extract subject template to separate method + private function getSubjectTemplate($lead_data) + { + return $lead_data['policy_end_date'] != null + ? "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}} {{POLICY_END_DATE}}" + : "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}"; } public function savePolicyInfo() @@ -1452,20 +1627,22 @@ class LeadsController extends BaseController 'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "", ]; } + } else { + if (in_array($rfq_data['policy_type_id'], [2, 3, 4, 5])) { $lead_data = [ 'Insured' => $rfq_data['client_name'], 'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "", - 'No of Employees at Inception' => $rfq_data['incept_emp_count'], - 'No of Dependents at Inception' => $rfq_data['incept_dept_count'], - 'Total Lives at Inception ' => $rfq_data['incept_no_of_lives'], + // 'No of Employees at Inception' => $rfq_data['incept_emp_count'], + // 'No of Dependents at Inception' => $rfq_data['incept_dept_count'], + // 'Total Lives at Inception ' => $rfq_data['incept_no_of_lives'], - 'No of Employees at Expiry' => $rfq_data['exp_emp_count'], - 'No of Dependents at Expiry' => $rfq_data['exp_dept_count'], - 'Total Lives at Expiry ' => $rfq_data['exp_no_of_lives'], + // 'No of Employees at Expiry' => $rfq_data['exp_emp_count'], + // 'No of Dependents at Expiry' => $rfq_data['exp_dept_count'], + // 'Total Lives at Expiry ' => $rfq_data['exp_no_of_lives'], 'No of Employees at Renewal' => $rfq_data['renewal_emp_count'], 'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'], @@ -1474,30 +1651,32 @@ class LeadsController extends BaseController 'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided", 'Insurer' => $rfq_data['insurer_name'] ?? " - ", 'TPA' => $rfq_data['tpa_name'] ?? " - ", - 'Policy Run Days' => $rfq_data['policy_run_days'], - 'Inception Premium' => formatIndianCurrency($rfq_data['premium_at_inception']), - 'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['premium_date']), - 'Earned Premium' => formatIndianCurrency(intval($rfq_data['earned_premium'])), - 'Incurred Claims as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['incurred_claims']), - 'Annualised Claims' => formatIndianCurrency(intval($rfq_data['annualised_claims'])), - 'Incurred Claims Ratio' => $rfq_data['incurred_claims_ratio'] . " %", - 'Earned Claims Ratio' => $rfq_data['earned_claims_ratio'] . " %", + + // 'Policy Run Days' => $rfq_data['policy_run_days'], + // 'Inception Premium' => formatIndianCurrency($rfq_data['premium_at_inception']), + // 'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['premium_date']), + // 'Earned Premium' => formatIndianCurrency(intval($rfq_data['earned_premium'])), + // 'Incurred Claims as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['incurred_claims']), + // 'Annualised Claims' => formatIndianCurrency(intval($rfq_data['annualised_claims'])), + // 'Incurred Claims Ratio' => $rfq_data['incurred_claims_ratio'] . " %", + // 'Earned Claims Ratio' => $rfq_data['earned_claims_ratio'] . " %", ]; } else if (in_array($rfq_data['policy_type_id'], [1, 6, 7])) { + $lead_data = [ 'Insured' => $rfq_data['client_name'], 'No of Employees at Inception' => $rfq_data['incept_emp_count'], - 'Total Lives at Inception' => $rfq_data['total_lives_at_incept'], 'Total Sum Insured at Inception' => $rfq_data['total_si_at_incept'], 'Premium at inception' => $rfq_data['premium_at_incept'], - 'No of Employees at Renewal' => $rfq_data['renewal_emp_count'], - 'Total Sum Insured at Renewal ' => $rfq_data['total_si_at_renewal'], 'Policy Period' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided", - // 'Insurer' => $rfq_data['insurer_name'] ?? " - ", - // 'TPA' => $rfq_data['tpa_name'] ?? " - ", 'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "", 'Existing Insurer' => $rfq_data['insurer_name'], - // 'TPA ' => $rfq_data['tpa_name'], + 'No of Employees at Renewal' => $rfq_data['renewal_emp_count'], + 'Total Sum Insured at Renewal' => $rfq_data['total_si_at_renewal'], + 'Claims Experience for last 3 years' => "Mentioned in Claims sheet", + // 'Insurer' => $rfq_data['insurer_name'] ?? " - ", + // 'TPA' => $rfq_data['tpa_name'] ?? " - ", + // 'Total Lives at Inception' => $rfq_data['total_lives_at_incept'], ]; } } @@ -2825,6 +3004,22 @@ class LeadsController extends BaseController } } + if($recipient_type == 'placement' && isset($params['acm_email']) && !empty($params['acm_email'])){ + + $common['mail_type'] = "internal acm"; + $acm_mail_content = ' +

Dear Sir,

+

The placement for the {{POLICY_TYPE}} policy pertaining to {{CLIENT_NAME}} has been successfully won.

+

Please proceed with the next steps accordingly.

+

Thank You!


+

Best regards,

+ + Nhance Logo + '; + $acm_mail_content = $this->transformMailContent($lead_data, $acm_mail_content, $data['page_name'] = 'QCR'); + $res = MailHelper::send_email(['from_mail' => $from_mail, 'mail' => $params['acm_email'], 'subject' => $subject, 'message' => $acm_mail_content, 'attachments' => $attachments, 'common' => $common]); + } + $is_placement = false; if ($recipient_type == 'placement') { @@ -2850,8 +3045,16 @@ class LeadsController extends BaseController 'cd_amount' => $params['cd_amount'] ?? null, 'no_of_installment' => $params['no_of_installment'] ?? null, 'is_installment' => $params['is_installment'] ?? null, + 'is_installment' => $params['is_installment'] ?? null, + 'acm_id' => $params['acm_pk'] ?? null, ]; + if(isset($params['tpa_id']) && !empty($params['tpa_id'])){ + list($tpaBranchId, $tpaId) = explode('-', $params['tpa_id']); + $data['tpa_branch_id'] = $tpaBranchId; + $data['tpa_id'] = $tpaId; + } + $this->leadsModel->where('id', $lead_id)->set($data)->update(); if (isset($params['installments']) && !empty($params['installments'])) { @@ -3639,7 +3842,7 @@ class LeadsController extends BaseController $this->loadLayout('view_rfq_non_eb'); } - // get lead data for edit bot EB and NON-EB + // get lead data for edit both EB and NON-EB public function getLeadNonEB($type, $id = null) { // Set basic data @@ -4899,7 +5102,7 @@ class LeadsController extends BaseController $lower_headers = array_map('strtolower', $members_heading); foreach ($lower_headers as $index => $header) { - if (preg_match('/^sa\s*-\s*option\s*\d*$/i', $header)) { + if (preg_match('/^(sa\s*-\s*option|proposed\s+sum\s+insured)\s+\d+$/i', $header)) { $column_name = $members_heading[$index]; $sum = 0; @@ -5166,5 +5369,182 @@ class LeadsController extends BaseController return ['status' => true, "data" => $reminder_sended_lead]; } + public function uploadMultiFileFromRfq() + { + try { + + $this->myLogger->logme('error', "uploadMultiFileFromRfq START"); + $this->myLogger->logme('error', "Files received: " . json_encode($this->request->getPost() ?? [])); + + $lead_id = $this->request->getPost('lead_id'); + $lead_form_type = $this->request->getPost('lead_form_type'); + $leads_file_primary_key = $this->request->getPost('leads_file_id') ?? []; + $docs_name = $this->request->getPost('docs_name') ?? []; + $files = $this->request->getFileMultiple('file_name'); + + if (empty($files) || empty($docs_name)) { + $this->myLogger->logme('error', "No files or document names provided"); + return $this->respond([ + 'status' => false, + 'code' => 400, + 'message' => 'No files or document names provided' + ], 400); + } + + // Upload process + $multi_file_data = $this->uploadMultiFiles($files, $docs_name, $leads_file_primary_key) ?? []; + + $this->myLogger->logme('error', "uploadMultiFiles result: " . json_encode($multi_file_data ?? [])); + + if (!empty($multi_file_data)) { + $this->insertMultiFilesData($multi_file_data, $lead_id, $lead_form_type); + $this->myLogger->logme('error', "Files inserted successfully into DB"); + + // update lead file name if change + if(isset($multi_file_data[0]['file_name']) && !empty($multi_file_data[0]['file_name'])){ + $this->leadsModel->where('id', $lead_id)->set('file_name', $multi_file_data[0]['file_name'])->update(); + } + + } else { + $this->myLogger->logme('error', "uploadMultiFiles returned empty"); + } + + + // Get the updated lead file data + $lead_file_data = $this->leadFilesModel + ->where('is_active', 1) + ->where('lead_id', $lead_id) + ->findAll(); + + $this->myLogger->logme('error', "Fetched " . count($lead_file_data) . " lead file records"); + + $document_data = $this->renderFileFields($lead_file_data); + $attch_data['multi_file_data'] = $lead_file_data; + $attachment_html = view('rfq/attachment_files', $attch_data) ?? ""; + + $this->myLogger->logme('error', "uploadMultiFileFromRfq END"); + + return $this->respond([ + 'status' => true, + 'code' => 200, + 'message' => "File uploaded Successfully", + 'document_data' => $document_data, + 'attachment_html' => $attachment_html, + ], 200); + + } catch (\Throwable $e) { + + $errorDetails = [ + 'error_message' => $e->getMessage(), + 'file' => $e->getFile(), + 'line' => $e->getLine(), + 'stack_trace' => $e->getTraceAsString(), + ]; + + // Catch any error/exception and log with trace + $this->myLogger->logme('error', "Exception in uploadMultiFileFromRfq: " . json_encode($errorDetails)); + + return $this->respond([ + 'status' => false, + 'code' => 500, + 'message' => "File upload failed: " . $e->getMessage(), + 'errorDetails' => $errorDetails, + ], 500); + } + } + + + function renderFileFields($multi_file_data = []) + { + $uploadFilePath = WRITEPATH . 'uploads/lead_files/'; + $html = ''; + + // If data exists (edit mode) + if (!empty($multi_file_data)) { + + foreach ($multi_file_data as $index => $value) { + + $sample_dwn_link = ' [ Download ]'; + $isFirstField = ($index === 0); + $placeholder = $isFirstField ? 'First file must be Demography.' : ''; + $first_file_name = $isFirstField ? 'Member List' : ''; + $member_data_link = $isFirstField ? $sample_dwn_link : ''; + $read_only = $isFirstField ? 'readonly' : ''; + $accept = $isFirstField ? '.xls,.xlsx' : ''; + $displayIndex = $index + 1; + + $html .= ' +
+ + +
+ + +
+ +
+ + +
+ +
+ + +
+
'; + } + } else { + // Default (add mode) + $html .= ' +
+ + +
+ + +
+ +
+ + +
+ +
+ + +
+
'; + } + + return $html; + } + + public function downloadMemberFile($fileName) + { + $filePath = WRITEPATH . 'uploads/lead_files/' . $fileName; + + if (!file_exists($filePath)) { + $data['message'] = 'The Physical File Not Found'; + echo view('errors/404', $data); + } + + // force download + return $this->response->download($filePath, null); + } + } diff --git a/app/Controllers/PolicyTransactionController.php b/app/Controllers/PolicyTransactionController.php index 8b2a80bb..8e8a74e1 100644 --- a/app/Controllers/PolicyTransactionController.php +++ b/app/Controllers/PolicyTransactionController.php @@ -1241,7 +1241,8 @@ class PolicyTransactionController extends BaseController $issue_type = $this->policyTransactionModel ->where('action_type', 'inception') ->where('client_id', $this->request->getPost('client_id')) - ->where('client_policy_id', $this->request->getPost('client_policy_id')) + // ->where('client_policy_id', $this->request->getPost('client_policy_id')) + ->where('id', $this->request->getPost('client_policy_id')) ->where('policy_transaction.is_active', 1) ->first(); @@ -3054,9 +3055,28 @@ class PolicyTransactionController extends BaseController $clientIds = array_column($clients, 'id'); - $policies = $this->clientPolicyModel + // $policies = $this->clientPolicyModel + // ->select(" + // client_policy.*, + // policy_type.policy_type, + // policy_type.ebp, + // policy_type.etp, + // policy_type.iep, + // policy_type.itp, + // policy_type.bap, + // policy_type.allocg, + // DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date, + // DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date + // ") + // ->join('policy_type', 'policy_type.id = client_policy.policy_type_id') + // ->join('policy_transaction pt', 'pt.client_policy_id = client_policy.id and pt.action_type = "inception" and pt.is_active = 1 and pt.client_policy_id is not null') + // ->whereIn('client_policy.client_id', $clientIds) + // ->where('client_policy.is_active', 1) + // ->findAll(); + + $policies = $this->policyTransactionModel ->select(" - client_policy.*, + policy_transaction.*, policy_type.policy_type, policy_type.ebp, policy_type.etp, @@ -3064,14 +3084,14 @@ class PolicyTransactionController extends BaseController policy_type.itp, policy_type.bap, policy_type.allocg, - DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date, - DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date + DATE_FORMAT(policy_transaction.policy_start_date, '%d/%m/%Y') as policy_start_date, + DATE_FORMAT(policy_transaction.policy_end_date, '%d/%m/%Y') as policy_end_date ") - ->join('policy_type', 'policy_type.id = client_policy.policy_type_id') - ->join('policy_transaction pt', 'pt.client_policy_id = client_policy.id and pt.action_type = "inception" and pt.is_active = 1 and pt.client_policy_id is not null') - ->whereIn('client_policy.client_id', $clientIds) - ->where('client_policy.is_active', 1) - ->findAll(); + ->join('policy_type', 'policy_type.id = policy_transaction.policy_type_id') + ->whereIn('policy_transaction.client_id', $clientIds) + ->where('policy_transaction.is_active', 1) + ->where('policy_transaction.action_type', "inception") + ->findAll(); foreach ($policies as $policy) { $policyList[$policy['client_branch_id']][] = $policy; diff --git a/app/Views/layout/header.php b/app/Views/layout/header.php index 8857a211..4120c3ea 100755 --- a/app/Views/layout/header.php +++ b/app/Views/layout/header.php @@ -1460,7 +1460,7 @@ - +
  • @@ -1470,27 +1470,39 @@
    • diff --git a/app/Views/leads_form_handler.php b/app/Views/leads_form_handler.php index 2367957c..8d7e7fdb 100644 --- a/app/Views/leads_form_handler.php +++ b/app/Views/leads_form_handler.php @@ -238,17 +238,19 @@ if (isset($selected_lead_type)) { })); $.each(data, function(index, item) { - var option = $('