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

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This commit is contained in:
Gowtham M 2025-11-17 14:45:45 +05:30
commit 9e12217d41
28 changed files with 5208 additions and 1753 deletions
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4
app/Config/Filters.php
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@ -13,6 +13,7 @@ use App\Filters\AuthMVC;
use App\Filters\HttpRequestLog;
use App\Filters\CloseDbConnection;
use App\Filters\AuthClientApi;
use App\Filters\CommissionApiFilter;
use App\Filters\AuthJWT;
@ -36,7 +37,8 @@ class Filters extends BaseConfig
'HttpRequestLog' => HttpRequestLog::class,
'authJWT' => AuthJWT::class,
'AuthClientApi' => AuthClientApi::class,
'CloseDbConnection' => CloseDbConnection::class
'CloseDbConnection' => CloseDbConnection::class,
'CommissionApiFilter' => CommissionApiFilter::class
];
/**

12
app/Config/Routes.php
View File

@ -34,6 +34,8 @@ $routes->get("updateRenewalData", "ClientController::updateRenewalData");
$routes->get("updateRenewalDataNotExistingClient", "ClientController::updateRenewalDataNotExistingClient");
$routes->get("updateRenewalInsurerData", "ClientController::updateRenewalInsurerData");
$routes->get("sendMutipleToEmails", "MasterController::sendMutipleToEmails");
$routes->post("getCommission", "InsuranceCommissionController::initiateCommissionCalc",['filter' => 'CommissionApiFilter']);
$routes->get("importRules", "RuleImportController::upload");
// $routes->post("iAgreeForAddOn", "EmployeeRestController::iAgreeForAddOn");
// $routes->get("sendCroneRemainderMail", "DashboardController::sendCroneRemainderMail");
// $routes->post("employeeUpload", "EmployeeRestController::employeeUpload");
@ -478,6 +480,7 @@ $routes->group("rfq", ["filter" => "authMVC"], function ($routes) {
$routes->get("driveListFiles", "GoogleDriveController::listFiles");
$routes->post('dmsSearch', 'PolicyTransactionController::dmsSearch', ['filter' => 'authMVC']);
$routes->get('dmsSearch', 'PolicyTransactionController::dmsSearch', ['filter' => 'authMVC']);
$routes->get('payouts', 'PolicyTransactionController::payouts', ['filter' => 'authMVC']);
$routes->get('downloadGdriveFile', 'GoogleDriveController::downloadGdriveFile', ['filter' => 'authMVC']);
$routes->get('cli/sendZeptoMail', 'MasterController::testZeptoSMTP');
@ -736,7 +739,6 @@ $routes->get('testTracelog','TestBusinessController::a');
$routes->get("claimView", "EmployeeRestController::claimView");
// General Tickets
$routes->post("ticketSave", "ThzController::ticketSave");
$routes->get("ticketList", "ThzController::ticketList");
$routes->post("ticketConversationSave", "ThzController::ticketConversationSave");
@ -766,3 +768,11 @@ $routes->group('test', function($routes) {
});
$routes->cli('cli/testcli', 'TestingController::testcli');
//PARTNER PAYOUT
$routes->group('payout', function($routes) {
$routes->match (['get','post'],'list',"PayoutController::payoutList");
$routes->post('fetchUtrDetails',"PayoutController::fetchUtrDetails");
$routes->post('saveUtrDetails',"PayoutController::saveUtrDetails");
$routes->post('removeUtrDetails',"PayoutController::removeUtrDetails");
});

10
app/Config/Services.php
View File

@ -7,6 +7,7 @@ use App\Libraries\Slug;
use App\Libraries\MyLogger;
use App\Libraries\GmailAPI;
use App\Libraries\MyGoogleDrive;
use App\Libraries\RuleImportService;
use App\Libraries\DataServiceSqlite;
use App\Controllers\Home;
@ -80,5 +81,14 @@ class Services extends BaseService
return new MyGoogleDrive();
}
public static function ruleImportService($getShared = true)
{
if ($getShared) {
return static::getSharedInstance('ruleImportService');
}
return new RuleImportService();
}
}

4
app/Controllers/ClientController.php
View File

@ -5673,6 +5673,10 @@ class ClientController extends AdminController
// $response = $ticketServiceController->extractExcelData("claims_dump_form_client.xlsx");
// dd($response);
// $TicketController = new TicketController();
// $response = $TicketController->getMoreInfo($requestFrom = 'rest', $ticket_id = 70);
// dd($response);
// ---------- EMP SERVICE CONTROLLER --------------------------------------------------------------------------------
$empServiceController = new EmployeeServiceController();

3447
app/Controllers/EmployeeRestController.php
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File diff suppressed because it is too large Load Diff

4
app/Controllers/EmployeeServiceController.php
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@ -2471,7 +2471,7 @@ class EmployeeServiceController extends AdminController
$member_data_count = count($member_data);
if ($inception_data_count !== $member_data_count) {
$result['error_summary'][] = 15;
$result['error_summary'][] = 101;
$result['error_message'] = "
<strong>Inception Data Count:</strong>
<span class='badge badge-danger'>{$inception_data_count}</span>&nbsp;&nbsp;
@ -2504,7 +2504,7 @@ class EmployeeServiceController extends AdminController
}
if (!$match_found) {
array_push($result['error_summary'], 14);
array_push($result['error_summary'], 100);
$result['error_data'][$inception_key]['sno']['error'][] = "This inception row was not found in the member data list.";
}
}

274
app/Controllers/InsuranceCommissionController.php Normal file
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@ -0,0 +1,274 @@
<?php
namespace App\Controllers;
use CodeIgniter\Controller;
use CodeIgniter\API\ResponseTrait;
class InsuranceCommissionController extends AdminController
{
use ResponseTrait;
private $rules = [];
public function __construct()
{
set_session_context('Client');
$this->myLogger = \Config\Services::mylogger();
// Load rules file if present in writable config path
// $rulesPath = WRITEPATH . 'config/insurance_rules.json';
// if (file_exists($rulesPath)) {
// $this->loadRulesFromFile($rulesPath);
// }
}
/**
* POST /insurance/calculate
* Accepts JSON body with policy data and returns commission calculation
*/
public function initiateCommissionCalc()
{
// Accept POST params (JSON, form-data, x-www-form-urlencoded)
$input = $this->request->getPost();
if (empty($input)) {
$json = $this->request->getJSON(true);
if ($json) {
$input = $json;
}
}
if (empty($input)) {
return $this->failValidationError('No input data received');
}
// -------- Required Params Check --------
if (empty($input['policy_issue_date'])) {
return $this->failValidationError('policy_issue_date is required');
}
if (empty($input['department'])) {
return $this->failValidationError('department is required');
}
if (empty($input['insurer_id'])) {
return $this->failValidationError('insurer_id is required');
}
// -------- Build Dynamic Rules Path --------
$policyDate = strtotime($input['policy_issue_date']);
if (!$policyDate) {
return $this->failValidationError('Invalid policy_issue_date');
}
$month = strtoupper(date('M', $policyDate)); // SEP
$year = date('Y', $policyDate); // 2025
$folderName = $month . $year; // SEP2025
$insurerId = $input['insurer_id']; // 5
$department = ucfirst(strtolower($input['department'])); // Motor, Health, Fire
// Final Path: WRITEPATH/rules/SEP2025/5_Motor.json
$rulesPath = WRITEPATH . "uploads/commission/rules/{$folderName}/{$insurerId}_{$department}.json";
// echo $rulesPath;die();
if (!file_exists($rulesPath)) {
return $this->fail("Rules file not found at: {$rulesPath}");
}
// Load the dynamic rule set
$this->loadRulesFromFile($rulesPath);
// -------- Execute Rule Matching & Commission Calculation --------
try {
$result = $this->calculateCommission($input);
$comment = isset($result['rule']['name'])
? "Matched rule: " . $result['rule']['name']
: "Matched rule: (unnamed rule)";
return $this->respond([
'success' => true,
'data' => [
'payout' => $result['payout'],
'rule' => $result['rule'],
'comment' => $comment,
// 'rules_path_used' => $rulesPath
]
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage());
}
}
/**
* Load rules JSON and normalise department keys to lowercase for lookups
*/
private function loadRulesFromFile(string $filePath)
{
if (!file_exists($filePath)) {
throw new \Exception("Rules file not found: {$filePath}");
}
$json = file_get_contents($filePath);
$parsed = json_decode($json, true);
if (json_last_error() !== JSON_ERROR_NONE) {
throw new \Exception('Invalid JSON in rules file: ' . json_last_error_msg());
}
// Normalise department keys to lowercase for consistent lookups
$this->rules = [];
foreach ($parsed as $dept => $rules) {
$this->rules[strtolower($dept)] = $rules;
}
}
public function calculateCommission(array $policyData)
{
$department = $policyData['department'] ?? '';
$deptKey = strtolower($department);
if (!isset($this->rules[$deptKey])) {
throw new \Exception("No rules found for department: {$department}");
}
$matchingRules = [];
foreach ($this->rules[$deptKey] as $rule) {
if ($this->evaluateConditions($rule['conditions'] ?? [], $policyData)) {
$matchingRules[] = $rule;
}
}
if (empty($matchingRules)) {
throw new \Exception('No matching rules found for the policy data');
}
// Use the first matching rule. In future you can implement priority/weighting
$applicableRule = $matchingRules[0];
$payout = $this->applyCalculation($applicableRule['calculation'], $policyData);
return ['rule' => $applicableRule, 'payout' => $payout];
}
private function evaluateConditions(array $conditions, array $data): bool
{
foreach ($conditions as $condition) {
$field = $condition['field'];
$operator = $condition['operator'];
$expectedValue = $condition['value'];
if (!array_key_exists($field, $data)) {
return false;
}
$actualValue = $data[$field];
if (!$this->compareValues($actualValue, $operator, $expectedValue)) {
return false;
}
}
return true;
}
private function compareValues($actual, string $operator, $expected): bool
{
switch ($operator) {
case '==':
return $actual == $expected;
case '!=':
return $actual != $expected;
case '>':
return $actual > $expected;
case '>=':
return $actual >= $expected;
case '<':
return $actual < $expected;
case '<=':
return $actual <= $expected;
case 'between':
return is_array($expected) && $actual >= $expected[0] && $actual <= $expected[1];
case 'in':
return is_array($expected) && in_array($actual, $expected);
default:
throw new \Exception("Unsupported operator: {$operator}");
}
}
private function applyCalculation(array $calculation, array $policyData)
{
$type = $calculation['type'] ?? null;
switch ($type) {
case 'percentage':
$percentage = $calculation['value'] ?? 0;
$base = $calculation['on'] ?? null;
if ($base === null || !isset($policyData[$base])) {
throw new \Exception("Base value for calculation not found: {$base}");
}
return ($percentage / 100) * $policyData[$base];
case 'composite':
$total = 0;
foreach ($calculation['components'] as $component) {
$percentage = $component['percentage'] ?? 0;
$base = $component['on'] ?? null;
if ($base === null || !isset($policyData[$base])) {
throw new \Exception("Base value for calculation not found: {$base}");
}
if (!empty($component['only_first_year'])) {
if (!empty($policyData['is_renewal'])) {
continue; // Skip this component for renewals
}
}
$total += ($percentage / 100) * $policyData[$base];
}
return $total;
case 'fixed':
$fixedAmount = $calculation['value'] ?? 0;
// If 'on' specified but not needed, return fixed amount as-is
return $fixedAmount;
default:
throw new \Exception('Unsupported calculation type: ' . $type);
}
}
public function getVolumeReward(array $premiumData)
{
$annualPremium = $premiumData['annual_premium'] ?? 0;
$department = $premiumData['department'] ?? '';
if ($department === 'Fire' || $department === 'Marine' || $department === 'Engineering') {
if ($annualPremium > 20000000) {
return 0.01 * $annualPremium;
} elseif ($annualPremium > 10000000) {
return 0.005 * $annualPremium;
} elseif ($annualPremium > 5000000) {
return 0.0025 * $annualPremium;
}
} elseif ($department === 'Motor') {
if ($annualPremium > 15000000) {
return 0.02 * $annualPremium;
} elseif ($annualPremium > 7500000) {
return 0.01 * $annualPremium;
}
}
return 0;
}
}

3
app/Controllers/MasterController.php
View File

@ -1976,6 +1976,9 @@ class MasterController extends AdminController
'lead_files' => WRITEPATH . 'uploads/lead_files/',
'claim_files' => WRITEPATH . 'uploads/claim_files/',
'claim_dump_excel' => WRITEPATH . 'uploads/claim_dump_excel/',
'commission' => WRITEPATH . 'uploads/commission/',
'files' => WRITEPATH . 'uploads/commission/files',
'rules' => WRITEPATH . 'uploads/commission/rules',
'claim_sample_forms' => ROOTPATH . 'public/claim_sample_forms/',
];

191
app/Controllers/PayoutController.php Normal file
View File

@ -0,0 +1,191 @@
<?php
namespace App\Controllers;
use App\Controllers\BaseController;
use CodeIgniter\HTTP\ResponseInterface;
use CodeIgniter\API\ResponseTrait;
use App\Models\InvoiceItemModel;
use App\Models\InvoiceModel;
use App\Models\InvoiceUtrModel;
use App\Models\PolicyTransactionModel;
class PayoutController extends BaseController
{
use ResponseTrait;
protected $myLogger;
protected $invoiceItemModel;
protected $invoiceModel;
protected $invoiceUtrModel;
protected $policyTransactionModel;
protected $payout_status;
public function __construct()
{
set_session_context('PayoutController');
$this->myLogger = \Config\Services::mylogger();
$this->payout_status = [
1 => "Draft",
2 => "Pending",
3 => "Complete",
];
$this->invoiceItemModel = new InvoiceItemModel();
$this->invoiceModel = new InvoiceModel();
$this->invoiceUtrModel = new InvoiceUtrModel();
$this->policyTransactionModel = new PolicyTransactionModel();
}
public function payoutList()
{
// for filtering list
if($this->request->is('post')){
try{
$data = $this->request->getPost();
// print_r($data); die;
$agent_id = $data['agent_id'] ?? null;
$status_id = $data['status_id'] ?? null;
$start_date = $data['start_date'] ?? null;
$end_date = $data['end_date'] ?? null;
$payout_data = $this->invoiceModel->invoiceList($agent_id, $status_id, $start_date, $end_date);
$payout_data['payout_list_data'] = $payout_data;
$payout_data = view('payout_list', $payout_data);
if(!empty($payout_data)){
return $this->respond(['status' => true, 'code' => 200, 'data' => $payout_data], 200);
}else{
return $this->respond(['status' => false, 'code' => 400, 'data' => $payout_data, "message" => "No data found"], 200);
}
}catch (\Throwable $th) {
$this->myLogger->logme("error", "PayoutController - payoutList: Exception: " . $th->getMessage() . " --- Line: " . $th->getLine() . " --- Trace: " . $th->getTraceAsString());
$errorData = [
'message' => $th->getMessage(),
'file' => $th->getFile(),
'line' => $th->getLine(),
'code' => $th->getCode(),
'trace' => $th->getTraceAsString(),
'trace_array' => $th->getTrace(), // full array version (optional)
'function' => $th->getTrace()[0]['function'] ?? null,
'class' => $th->getTrace()[0]['class'] ?? null,
];
$payout_data = view('payout_list');
return $this->respond(['status' => false, 'code' => 500, 'data' => $payout_data, "message" => "No data found", 'error_data' => $errorData], 500);
}
}
// for list
$data['payout_status'] = $this->payout_status;
$data['agent_list'] = $this->invoiceModel->agentList();
$payout_data['payout_list_data'] = $this->invoiceModel->invoiceList();
$data['payout_list'] = view('payout_list', $payout_data);
// dd($data);
return $this->loadLayout('payout_list_handler', $data);
}
public function fetchUtrDetails()
{
$invoice_id = $this->request->getPost('invoice_id') ?? null;
$payout_data = $this->constructUtrDetails($invoice_id);
if(!empty($payout_data)){
return $this->respond(['status' => true, 'code' => 200, 'data' => $payout_data], 200);
}else{
return $this->respond(['status' => false, 'code' => 400, 'data' => $payout_data, "message" => "No data found"], 200);
}
}
public function constructUtrDetails($invoice_id)
{
$utr_data = $this->invoiceUtrModel->where('is_active', 1)->where('invoice_id', $invoice_id)->findAll();
$summary_data = $this->invoiceModel->utrSummary($invoice_id);
if($summary_data['invoice_amount'] == $summary_data['total_utr_amount']) {
$data['invoice_completed'] = true;
}
$data['utr_list_data'] = $utr_data;
$data['summary'] = $summary_data;
$data = view('payout_utr_details', $data);
return $data;
}
public function saveUtrDetails()
{
$data = $this->request->getPost();
$invoice_id = $this->request->getPost('invoice_id') ?? null;
$utr_id = $this->request->getPost('utr_pk') ?? null;
if(isset($data['utr_date'])){
$data['utr_date'] = change_date_format($data['utr_date']);
}
if(!empty($utr_id)){
$update = $this->invoiceUtrModel->where('id', $utr_id)->set($data)->update();
$payout_edit_data = $this->constructUtrDetails($invoice_id);
if($update){
$summary_data = $this->invoiceModel->utrSummary($invoice_id);
if($summary_data['invoice_amount'] == $summary_data['total_utr_amount']){
$sql = "UPDATE partner_invoice SET payout_status = 2 WHERE id = ?";
db_connect()->query($sql, [$invoice_id]);
}
return $this->respond(['status' => true, 'code' => 200, 'data' => $payout_edit_data, "message" => "UTR successfully updated"], 200);
}else{
return $this->respond(['status' => false, 'code' => 400, 'data' => $payout_edit_data, "message" => "Failed to update UTR"], 200);
}
}else{
unset($data['utr_pk']);
$insert_id = $this->invoiceUtrModel->insert($data);
$payout_data = $this->constructUtrDetails($invoice_id);
if($insert_id){
$summary_data = $this->invoiceModel->utrSummary($invoice_id);
if($summary_data['invoice_amount'] == $summary_data['total_utr_amount']){
$sql = "UPDATE partner_invoice SET payout_status = 2 WHERE id = ?";
db_connect()->query($sql, [$invoice_id]);
}
return $this->respond(['status' => true, 'code' => 200, 'data' => $payout_data, "message" => "UTR added successfully"], 200);
}else{
return $this->respond(['status' => false, 'code' => 400, 'data' => $payout_data, "message" => "Failed to add UTR"], 200);
}
}
}
public function removeUtrDetails()
{
$data = $this->request->getPost();
if(isset($data['utr_id'])){
$sql = "UPDATE partner_invoice_utr SET is_active = 0 WHERE id = ?";
$update = db_connect()->query($sql, [$data['utr_id']]);
$payout_data = $this->constructUtrDetails($data['invoice_id'] ?? "");
if($update){
return $this->respond(['status' => true, 'code' => 200, 'data' => $payout_data, "message" => "UTR removed successfully"], 200);
}else{
return $this->respond(['status' => false, 'code' => 400, 'data' => $payout_data, "message" => "Failed to remove UTR"], 200);
}
}else {
return $this->respond(['status' => false, 'code' => 500, 'data' => "", "message" => "Failed to remove UTR"], 200);
}
}
}

14
app/Controllers/PolicyTransactionController.php
View File

@ -2811,6 +2811,20 @@
$this->loadLayout('dms_search', $data);
}
public function payouts()
{
$data['tab_name'] = 'Payouts';
$data['page_name'] = 'Payouts';
$data['payouts'] = [];
$data['agents'] = [ 1 => "Agent 1", 2 => "Agent 2", 3 => "Agent 3", 4 => "Agent 4", 5 => "Agent 5", 6 => "Agent 6", 7 => "Agent 7", 8 => "Agent 8"];
$data['brokers'] = [];
if ($this->request->is('post')) {}
if ($this->request->is('get')) {}
$this->loadLayout('policy_transaction_payouts', $data);
}
//---------------------------------------------------------------------------------------------------
public function getCoShareStatementDetails($pt_id)

350
app/Controllers/RuleImportController.php Normal file
View File

@ -0,0 +1,350 @@
<?php
namespace App\Controllers;
class RuleImportController extends AdminController
{
protected $ruleImportService;
public function __construct()
{
$this->ruleImportService = \Config\Services::ruleImportService();
}
/**
* Upload endpoint for form (POST)
* Input form field: 'rules_file'
*/
public function uploadORI()
{
// echo 'hi';
!dd($result = $this->ruleImportService->processUpload(['id' => 1,'file_name' => 'sample_commission.csv','insurer_id' => 5, 'department' => 'motor' ,'commission_month' => '2025-11-10']));die;
try {
$file = $this->request->getFile('rules_file');
if (!$file || !$file->isValid()) {
return $this->response->setJSON(['status'=>'error','message'=>'No file uploaded or upload error']);
}
// Move uploaded file to writable temp location
$tmpPath = WRITEPATH . 'uploads/' . $file->getRandomName();
$file->move(WRITEPATH . 'uploads', $file->getName()); // keep original name inside uploads
$uploadedFullPath = $file->getTempName(); // Note: CI may store in tmp; we will use moved file path instead
$movedPath = WRITEPATH . 'uploads/' . $file->getName();
// Process file
$result = $this->ruleImportService->processUpload($movedPath, $file->getName());
// Return JSON with annotated file link if present
if (isset($result['annotated_file']) && $result['annotated_file']) {
$annotUrl = base_url('writable/uploads/annotated/' . basename($result['annotated_file']));
$result['annotated_url'] = $annotUrl;
}
return $this->response->setJSON($result);
} catch (\Throwable $e) {
log_message('critical', 'RuleImportController::upload ' . $e->getMessage());
return $this->response->setJSON(['status'=>'exception','message'=>$e->getMessage()]);
}
}
public function upload()
{
// Make sure filesystem helpers available if you need them
helper(['filesystem']);
// CommissionFilesModel – adjust namespace if different
$commissionFilesModel = new \App\Models\CommissionFilesModel();
try {
// ---------------------------------------------------------
// 1. Get uploaded file
// ---------------------------------------------------------
$file = $this->request->getFile('rules_file');
if (!$file || !$file->isValid()) {
log_message('warning', 'RuleImportController::upload - No file or invalid upload.');
return $this->respond([
'status' => 'error',
'message' => 'No file uploaded or upload error.'
], 400);
}
// ---------------------------------------------------------
// 2. Read POST fields
// ---------------------------------------------------------
$insurerId = $this->request->getPost('insurer_id');
$department = $this->request->getPost('department');
$commissionMonth = $this->request->getPost('commission_month');
$createdBy = $this->request->getPost('created_by');
if (empty($insurerId) || empty($department) || empty($commissionMonth) || empty($createdBy)) {
log_message('warning', 'RuleImportController::upload - Missing required POST data.', [
'insurer_id' => $insurerId,
'department' => $department,
'commission_month' => $commissionMonth,
'created_by' => $createdBy,
]);
return $this->respond([
'status' => 'error',
'message' => 'Missing required fields: insurer_id, department, commission_month, created_by.'
], 400);
}
// Optional / default fields
$postedFileName = $this->request->getPost('file_name') ?: $file->getClientName();
$fileStatus = $this->request->getPost('file_status') ?: 'pending';
$isActive = $this->request->getPost('is_active') !== null ? (int)$this->request->getPost('is_active') : 1;
// rules_count is given by user but we will override it after processing on success
$postedRulesCount = $this->request->getPost('rules_count') !== null
? (int)$this->request->getPost('rules_count')
: 0;
// ---------------------------------------------------------
// 3. Move file to WRITEPATH/uploads/commission/files using user filename
// (no random name as per your requirement)
// ---------------------------------------------------------
$uploadDir = WRITEPATH . 'uploads/commission/files/';
if (!is_dir($uploadDir)) {
if (!mkdir($uploadDir, 0755, true) && !is_dir($uploadDir)) {
throw new \RuntimeException("Failed to create upload directory: {$uploadDir}");
}
}
// sanitize user file name but keep it deterministic (no random, no timestamp)
$safeName = preg_replace('/[^a-zA-Z0-9_\-\.]/', '_', $postedFileName);
$targetFileName = $safeName;
$movedFullPath = $uploadDir . $targetFileName;
$file->move($uploadDir, $targetFileName);
if (!file_exists($movedFullPath)) {
log_message('error', "RuleImportController::upload - Failed to move uploaded file to {$movedFullPath}");
return $this->respond([
'status' => 'error',
'message' => 'Failed to store uploaded file.'
], 500);
}
log_message('info', "RuleImportController::upload - File moved to {$movedFullPath}");
// ---------------------------------------------------------
// 4. Insert commission_files row with status pending
// ---------------------------------------------------------
$insertData = [
'file_name' => $targetFileName,
'insurer_id' => (int)$insurerId,
'department' => $department,
'commission_month'=> $commissionMonth,
'rules_count' => 0, // will update on success
'file_status' => $fileStatus, // 'pending' by default
'is_active' => $isActive,
'created_by' => (int)$createdBy,
'created_at' => date('Y-m-d H:i:s'),
];
$commissionFilesModel->insert($insertData);
$insertId = $commissionFilesModel->getInsertID();
if (empty($insertId)) {
log_message('error', 'RuleImportController::upload - Failed to insert commission_files record', ['data' => $insertData]);
return $this->respond([
'status' => 'error',
'message' => 'Failed to record upload in database.'
], 500);
}
log_message('info', "RuleImportController::upload - commission_files inserted id={$insertId}", $insertData);
// ---------------------------------------------------------
// 5. Call ruleImportService->processUpload with inserted file info
// As per your spec:
// $this->ruleImportService->processUpload([
// 'id' => 1,
// 'file_name' => 'sample_commission.csv',
// 'insurer_id' => 5,
// 'department' => 'motor',
// 'commission_month' => '2025-11-10'
// ])
// ---------------------------------------------------------
$payload = [
'id' => (int)$insertId,
'file_name' => $targetFileName,
'insurer_id' => (int)$insurerId,
'department' => $department,
'commission_month' => $commissionMonth,
];
log_message('info', 'RuleImportController::upload - Calling ruleImportService->processUpload', ['payload' => $payload]);
$result = $this->ruleImportService->processUpload($payload);
if (!is_array($result) || !isset($result['status'])) {
log_message('error', 'RuleImportController::upload - Invalid service response', ['response' => $result]);
// update file status as failed
$commissionFilesModel->update($insertId, [
'file_status' => 'failed',
'updated_by' => (int)$createdBy,
'updated_at' => date('Y-m-d H:i:s'),
]);
return $this->respond([
'status' => 'error',
'message' => 'Invalid response from import service.'
], 500);
}
// ---------------------------------------------------------
// 6. Handle SUCCESS
// - result['rules'] exists
// - result['errors'] empty
// - NO annotated_file
// - Save rules as JSON in WRITEPATH/uploads/commission/json/{insurer_id}_{department}.json
// ---------------------------------------------------------
if ($result['status'] === 'success') {
$rulesArray = isset($result['rules']) && is_array($result['rules']) ? $result['rules'] : [];
$rulesCount = count($rulesArray);
// Save JSON to WRITEPATH . 'uploads/commission/json/{insurer_id}_{department}.json'
$jsonDir = WRITEPATH . 'uploads/commission/json/';
if (!is_dir($jsonDir)) {
if (!mkdir($jsonDir, 0755, true) && !is_dir($jsonDir)) {
throw new \RuntimeException("Failed to create JSON output directory: {$jsonDir}");
}
}
$deptSlug = preg_replace('/[^a-zA-Z0-9_\-]/', '_', strtolower($department));
$jsonName = (int)$insurerId . '_' . $deptSlug . '.json';
$jsonPath = $jsonDir . $jsonName;
$jsonData = json_encode($rulesArray, JSON_PRETTY_PRINT | JSON_UNESCAPED_SLASHES);
if ($jsonData === false) {
log_message('error', 'RuleImportController::upload - json_encode failed for rules', [
'last_error' => json_last_error_msg()
]);
// mark as failed since we cannot save rules
$commissionFilesModel->update($insertId, [
'file_status' => 'failed',
'updated_by' => (int)$createdBy,
'updated_at' => date('Y-m-d H:i:s'),
]);
return $this->respond([
'status' => 'error',
'message' => 'Failed to encode rules as JSON.'
], 500);
}
if (file_put_contents($jsonPath, $jsonData) === false) {
log_message('error', 'RuleImportController::upload - Failed to write rules JSON file', ['json_path' => $jsonPath]);
$commissionFilesModel->update($insertId, [
'file_status' => 'failed',
'updated_by' => (int)$createdBy,
'updated_at' => date('Y-m-d H:i:s'),
]);
return $this->respond([
'status' => 'error',
'message' => 'Failed to store rules JSON file.'
], 500);
}
log_message('info', 'RuleImportController::upload - Rules JSON written', [
'file_id' => $insertId,
'json_path' => $jsonPath,
'rules_cnt' => $rulesCount,
]);
// Update DB: status, rules_count, updated_by
$commissionFilesModel->update($insertId, [
'file_status' => 'processed',
'rules_count' => $rulesCount,
'updated_by' => (int)$createdBy,
'updated_at' => date('Y-m-d H:i:s'),
// If you have a column for JSON path, uncomment:
// 'json_file_path' => $jsonPath,
]);
return $this->respond([
'status' => 'success',
'message' => 'File processed successfully.',
'file_id' => $insertId,
'rules_count' => $rulesCount,
'json_file' => $jsonPath,
'service' => $result, // optional: return full service response if you want
], 200);
}
// ---------------------------------------------------------
// 7. Handle ERROR (validation failed etc.)
// - Do NOT save any rules JSON
// - Update file_status to validation_failed
// - Store annotated_file path if you have such a column
// ---------------------------------------------------------
if ($result['status'] === 'error') {
$annotatedPath = $result['annotated_file'] ?? null;
$errors = $result['errors'] ?? [];
$updateData = [
'file_status' => 'validation_failed',
'rules_count' => 0, // do not save rules
'updated_by' => (int)$createdBy,
'updated_at' => date('Y-m-d H:i:s'),
];
// If you have a column for annotated file path, e.g. annotated_file_path
if ($annotatedPath) {
$updateData['annotated_file_path'] = $annotatedPath;
}
$commissionFilesModel->update($insertId, $updateData);
log_message('warning', "RuleImportController::upload - Validation failed for file_id={$insertId}", [
'errors' => $errors,
'annotated_file' => $annotatedPath
]);
return $this->respond([
'status' => 'error',
'message' => 'Validation failed. No rules saved.',
'file_id' => $insertId,
'errors' => $errors,
'annotated_file' => $annotatedPath,
], 422);
}
// ---------------------------------------------------------
// 8. Unexpected status
// ---------------------------------------------------------
log_message('error', 'RuleImportController::upload - Unexpected result status from service', ['result' => $result]);
$commissionFilesModel->update($insertId, [
'file_status' => 'failed',
'updated_by' => (int)$createdBy,
'updated_at' => date('Y-m-d H:i:s'),
]);
return $this->respond([
'status' => 'error',
'message' => 'Unexpected import service result.'
], 500);
} catch (\Throwable $ex) {
log_message('critical', 'RuleImportController::upload exception: ' . $ex->getMessage(), [
'trace' => $ex->getTraceAsString()
]);
// Try to update the commission_files record if insertId exists
if (isset($insertId) && !empty($insertId)) {
try {
$commissionFilesModel->update($insertId, [
'file_status' => 'failed',
'updated_by' => isset($createdBy) ? (int)$createdBy : null,
'updated_at' => date('Y-m-d H:i:s'),
'notes' => 'Upload exception: ' . $ex->getMessage(),
]);
} catch (\Throwable $e2) {
log_message('error', 'RuleImportController::upload - failed to update commission_files after exception: ' . $e2->getMessage());
}
}
return $this->respond([
'status' => 'exception',
'message' => $ex->getMessage(),
], 500);
}
}
}

4
app/Controllers/TicketController.php
View File

@ -2011,6 +2011,7 @@ class TicketController extends BaseController
{
$received_data = $this->request->getPost();
$ticket_type_id = $this->request->getPost('ticket_type_id') ?? null;
$client_id = $this->request->getPost('client_id') ?? null;
$emp_id = $received_data['emp_id'];
// Get all client policy IDs for the given employee
@ -2027,6 +2028,9 @@ class TicketController extends BaseController
$builder->where('e.is_active', 1);
$builder->where('ep.is_active', 1);
$builder->where('e.emp_code', $self_data['emp_code']);
if(!empty($client_id)){
$builder->where('e.client_id', $client_id);
}
$builder->groupBy('client_policy_id');
$query = $builder->get();

55
app/Filters/CommissionApiFilter.php Normal file
View File

@ -0,0 +1,55 @@
<?php
namespace App\Filters;
use CodeIgniter\HTTP\RequestInterface;
use CodeIgniter\HTTP\ResponseInterface;
use CodeIgniter\Filters\FilterInterface;
class CommissionApiFilter implements FilterInterface
{
public function before(RequestInterface $request, $arguments = null)
{
// Read API key from header
// $authHeader = $request->getHeaderLine('X');
$authHeader = $_SERVER['REDIRECT_HTTP_AUTHORIZATION'];
// echo $authHeader;die();
if (empty($authHeader)) {
return service('response')->setJSON([
'success' => false,
'error' => 'Authorization header missing'
])->setStatusCode(403);
}
// Expected format: Bearer YOUR_API_KEY
if (stripos($authHeader, 'Bearer ') !== 0) {
return service('response')->setJSON([
'success' => false,
'error' => 'Invalid Authorization format. Expected: Bearer <token>'
])->setStatusCode(403);
}
$apiKey = trim(substr($authHeader, 7)); // extract token after 'Bearer '
$envKeys = getenv('ALLOWED_COMMISSION_API_KEYS');
// Convert CSV -> Array
$allowedKeys = array_map('trim', explode(',', $envKeys));
// print_r($allowedKeys);die();
// Validate
if (!in_array($apiKey, $allowedKeys, true)) {
return service('response')->setJSON([
'success' => false,
'error' => 'Invalid API Key'
])->setStatusCode(403);
}
// Allow request to proceed
return null;
}
public function after(RequestInterface $request, ResponseInterface $response, $arguments = null)
{
// Not needed
}
}

1373
app/Libraries/RuleImportService.php Normal file
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File diff suppressed because it is too large Load Diff

67
app/Models/CommissionFilesModel.php Normal file
View File

@ -0,0 +1,67 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class CommissionFilesModel extends Model
{
protected $table = 'commission_files';
protected $primaryKey = 'id';
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $allowedFields = [
'file_name',
'insurer_id',
'department',
'commission_month',
'file_status',
'is_active',
'created_by',
'updated_by',
];
// Auto timestamps by CI4
protected $useTimestamps = true;
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
// Validation rules (optional)
// protected $validationRules = [
// 'file_name' => 'required|min_length[1]|max_length[100]',
// 'insurer_id' => 'permit_empty|integer',
// 'department' => 'permit_empty|max_length[45]',
// 'commission_month' => 'permit_empty|valid_date',
// 'file_status' => 'permit_empty|max_length[10]',
// 'is_active' => 'permit_empty|in_list[0,1]'
// ];
protected $validationMessages = [];
protected $skipValidation = false;
/**
* Get files with optional filters
*/
// public function getFiles($filters = [])
// {
// if (!empty($filters['insurer_id'])) {
// $this->where('insurer_id', $filters['insurer_id']);
// }
// if (!empty($filters['department'])) {
// $this->where('department', $filters['department']);
// }
// if (!empty($filters['file_status'])) {
// $this->where('file_status', $filters['file_status']);
// }
// if (isset($filters['is_active'])) {
// $this->where('is_active', $filters['is_active']);
// }
// return $this->orderBy('id', 'DESC')->findAll();
// }
}

41
app/Models/InvoiceItemModel.php Normal file
View File

@ -0,0 +1,41 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class InvoiceItemModel extends Model
{
protected $table = 'partner_invoice_items';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $allowedFields = [
'invoice_id',
'policy_id',
'policy_no',
'commission_amount',
'is_active',
'created_at',
'created_by',
'updated_at',
'updated_by'
];
protected $useTimestamps = false;
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
protected $validationRules = [
'invoice_id' => 'required|integer',
'policy_id' => 'required|integer',
'policy_no' => 'required|max_length[100]',
'commission_amount' => 'decimal'
];
protected $validationMessages = [];
protected $skipValidation = false;
}

190
app/Models/InvoiceModel.php Normal file
View File

@ -0,0 +1,190 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class InvoiceModel extends Model
{
protected $table = 'partner_invoice';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $allowedFields = [
'invoice_no',
'invoice_amount',
'agent_id',
'invoice_date',
'is_active',
'created_at',
'created_by',
'updated_at',
'payout_status',
];
// Timestamps
protected $useTimestamps = false;
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
// Validation (optional)
protected $validationRules = [
'invoice_no' => 'required|max_length[100]',
'invoice_amount' => 'decimal',
'agent_id' => 'required|integer',
'invoice_date' => 'required|valid_date',
];
protected $validationMessages = [];
protected $skipValidation = false;
// 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 $data;
}
public function invoiceList($agent_id = null, $status_id = null, $start_date = null, $end_date = null)
{
$data = $this->select("
partner_invoice.*,
-- Total UTR Amount
(SELECT SUM(piu.amount)
FROM partner_invoice_utr piu
WHERE piu.invoice_id = partner_invoice.id
AND piu.is_active = 1
) AS total_utr_amount,
-- Balance Amount
(partner_invoice.invoice_amount -
IFNULL(
(SELECT SUM(piu2.amount)
FROM partner_invoice_utr piu2
WHERE piu2.invoice_id = partner_invoice.id
AND piu2.is_active = 1
),
0)
) AS balance_amount,
-- Payout status
CASE
WHEN payout_status = 1 THEN 'Pending'
WHEN payout_status = 2 THEN 'Complete'
END AS status_text,
partner_agent.name as agent_name
")
->join('partner_agent', 'partner_invoice.agent_id = partner_agent.id')
->where('partner_invoice.is_active', 1);
if(!empty($agent_id)){
$data->where('partner_invoice.agent_id', $agent_id);
}
if(!empty($status_id)){
$data->where('partner_invoice.payout_status', $status_id);
}
if (!empty($start_date) && !empty($end_date)) {
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$data->where('partner_invoice.invoice_date >=', $startDate)
->where('partner_invoice.invoice_date <=', $endDate);
}
if(!empty($agent_id) && !empty($status_id) && !empty($start_date) && !empty($end_date)){
$fromDate = date('Y-m-d', strtotime('-60 days'));
$toDate = date('Y-m-d 23:59:59');
$data->where('partner_invoice.created_at >=', $fromDate)
->where('partner_invoice.created_at <=', $toDate);
}
$return_data = $data->orderBy('partner_invoice.id','desc')->findAll();
// print_r($this->db->getLastQuery()); die;
return $return_data;
}
public function agentList()
{
return $this->db->table('partner_agent')->where('is_active', 1)->get()->getResultArray();
}
public function utrSummary($invoice_id)
{
$data = $this->select("
partner_invoice.*,
-- Total UTR Amount
(SELECT SUM(piu.amount)
FROM partner_invoice_utr piu
WHERE piu.invoice_id = partner_invoice.id
AND piu.is_active = 1
) AS total_utr_amount,
-- Balance Amount
(partner_invoice.invoice_amount -
IFNULL(
(SELECT SUM(piu2.amount)
FROM partner_invoice_utr piu2
WHERE piu2.invoice_id = partner_invoice.id
AND piu2.is_active = 1
),
0)
) AS balance_amount,
-- Payout status
CASE
WHEN payout_status = 1 THEN 'Pending'
WHEN payout_status = 2 THEN 'Complete'
END AS status_text,
partner_agent.name as agent_name
")
->join('partner_agent', 'partner_invoice.agent_id = partner_agent.id')
->where('partner_invoice.is_active', 1)
->where('partner_invoice.id', $invoice_id)
->first();
return $data;
}
}

73
app/Models/InvoiceUtrModel.php Normal file
View File

@ -0,0 +1,73 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class InvoiceUtrModel extends Model
{
protected $table = 'partner_invoice_utr';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $allowedFields = [
'invoice_id',
'utr_no',
'amount',
'utr_date',
'is_active',
'created_at',
'created_by',
'updated_at',
'updated_by'
];
protected $useTimestamps = false;
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
protected $validationRules = [
'invoice_id' => 'required|integer',
'utr_no' => 'required|max_length[100]',
'amount' => 'decimal'
];
protected $validationMessages = [];
protected $skipValidation = false;
// 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;
}
}

2
app/Models/TicketClaimStatusModel.php
View File

@ -12,7 +12,7 @@ class TicketClaimStatusModel extends Model
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $protectFields = true;
protected $allowedFields = ["id", "ticket_type", "claim_status", "created_by", "updated_by", "is_active"];
protected $allowedFields = ["id", "ticket_type", "claim_status", "display_name", "created_by", "updated_by", "is_active"];
// Callbacks
protected $allowCallbacks = true;

4
app/Views/employee_upload.php
View File

@ -548,14 +548,14 @@ function fetchFileError(file_id) {
"<strong>Rule conflict: Twofold relationship found within family</strong> <span class='badge badge-danger float-right'>" +
err_count + "</span>";
break;
case 14:
case 100:
hasError14 = true;
error_code = 14;
file_error_html +=
"<strong>This inception row was not found in the member data list.</strong> <span class='badge badge-danger float-right'>" +
err_count + "</span>";
break;
case 15:
case 101:
hasError15 = true;
error_code = 15;
file_error_html +=

4
app/Views/hr_access_controll.php
View File

@ -144,7 +144,7 @@
// $listed_pre[] = $policies['branch_id'].'-'.$policies['policy_no'];
// }
if($value['pre_branch_id'] !== $policies['branch_id']){
if(empty($value['pre_hr_id']) || $value['pre_branch_id'] !== $policies['branch_id']){
continue;
}
?>
@ -212,7 +212,7 @@
// $listed_post[] = $policies['branch_id'].'-'.$policies['policy_no'];
// }
if($value['post_branch_id'] !== $policies['branch_id']){
if(empty($value['post_hr_id']) || $value['post_branch_id'] !== $policies['branch_id']){
continue;
}

6
app/Views/layout/header.php
View File

@ -2017,6 +2017,12 @@
</a>
</li>
<?php } ?>
<li>
<a href="<?= base_url('/payouts') ?>">
<i class="ri-book-open-line"></i>
<span> Payouts</span>
</a>
</li>
<?php } ?>
</ul>

1
app/Views/mail_template.php
View File

@ -95,6 +95,7 @@ p{
background-image:url('<?= $client_logo ?>');
background-size:contain;
background-repeat:no-repeat;
background-position: center;
">
</div>

357
app/Views/payout_list.php Normal file
View File

@ -0,0 +1,357 @@
<style>
.table th,
.table td {
padding: 8px;
}
table.dataTable tbody td {
padding: 4px 4px !important;
}
.col-12 {
max-width: 98% !important;
}
.dataTables_filter {
position: absolute;
}
.right-align-input {
text-align: right;
}
.badge-container {
background: #F0F0F0;
padding: 6px 12px;
border-radius: 6px;
font-size: 14px;
display: inline-block;
}
.summary-box {
background: #e3f2fd;
padding: 15px;
border-radius: 6px;
margin-bottom: 20px;
border-left: 4px solid #2196F3;
}
</style>
<style>
.summary-box {
padding: 10px;
margin-bottom: 15px;
}
.summary-row {
display: flex;
justify-content: space-between;
margin-bottom: 8px;
font-size: 13px;
}
.summary-row:last-child {
margin-bottom: 0;
font-size: 12px;
font-weight: bold;
padding-top: 4px;
border-top: 1px solid #2196F3;
}
.summary-row {
padding: 0px 0;
font-size: 13px;
}
.summary-row span:last-child {
font-weight: bold;
font-size: 12px !important;
}
.utr-section {
margin-top: 15px;
padding-top: 15px;
border-top: 1px solid #eee;
}
.utr-heading {
margin-bottom: 10px;
font-size: 15px;
}
.utr-form-group {
margin-bottom: 10px;
}
.utr-label {
font-size: 13px;
margin-bottom: 5px;
}
.utr-small-text {
color: #666;
display: block;
margin-top: 3px;
font-size: 11px;
}
.utr-submit-wrapper {
margin-bottom: 10px;
margin-top: 24px;
}
.utr-list {
margin-top: 15px;
border-top: 1px solid #eee;
}
.utr-table {
font-size: 13px;
}
.utr-table thead tr {
font-size: 13px;
}
.utr-table tbody {
font-size: 13px;
}
.utr-dropdown-item {
font-size: 13px;
padding: 5px 15px;
}
.utr-icon {
font-size: 16px;
}
#payout_modal .modal-body {
max-height: 550px; /* adjust as needed */
overflow-y: auto;
}
</style>
<style>
.utr-table td,
.utr-table th {
padding: 3px 8px !important;
vertical-align: middle;
line-height: 1.2;
}
.utr-table tbody tr {
height: 30px;
}
.utr-table thead th {
padding: 5px 8px !important;
}
.utr-table .btn-sm {
padding: 1px 6px;
font-size: 11px;
}
.utr-table .mdi {
font-size: 14px;
}
.utr-table .dropdown-menu {
min-width: 110px;
}
.utr-dropdown-item {
padding: 7px 10px !important;
}
table[data-custom-table-css="table"] tbody tr td {
padding: 1px 10px !important;
line-height: 12px;
min-height: 40px;
vertical-align: middle;
}
</style>
<div class="col-12">
<div class="card">
<div class="card-body">
<div class="row" style="padding-bottom: 10px;">
<div class="col-6" style="align-self: center;">
<h4 style="position: relative;">Payout List <span id="payout_title"></span></h4>
</div>
</div>
<div class="table-responsive">
<table data-custom-table-css="table" id="scroll-horizontal-datatable" class="table w-100 nowrap">
<thead class="bg-light">
<tr>
<th class="font-weight-medium">S.No.</th>
<th class="font-weight-medium">Inovice No</th>
<th class="font-weight-medium">Invoice Date</th>
<th class="font-weight-medium">Invoice Amount</th>
<th class="font-weight-medium">UTR Total Amount</th>
<th class="font-weight-medium">Balance</th>
<th class="font-weight-medium">Status</th>
<th class="font-weight-medium">Agent</th>
<th class="font-weight-medium">Action</th>
</tr>
</thead>
<tbody>
<?php if (isset($payout_list_data) && !empty($payout_list_data)) { ?>
<?php foreach($payout_list_data as $index => $row){ ?>
<tr>
<td> <?= $index + 1 ?> </td>
<td> <?= $row['invoice_no'] ?> </td>
<td> <?= change_date_format($row['invoice_no'], null, 'd-M-Y') ?? "" ?> </td>
<td> <?= format_indian_number($row['invoice_amount']) ?> </td>
<td> <?= format_indian_number($row['total_utr_amount']) ?> </td>
<td> <?= format_indian_number($row['balance_amount']) ?> </td>
<td> <?= $row['status_text'] ?> </td>
<td> <?= $row['agent_name'] ?? " - " ?> </td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a class="dropdown-item" onclick="fetchUtrDetails(<?= $row['id'] ?>, '<?= $row['invoice_no'] ?>')"><i class="mdi mdi-bank-transfer mr-2 text-muted font-18 vertical-middle"></i>UTR</a>
<a href="<?= base_url('payout/invoices/save?type="edit"') ?>" class="dropdown-item"><i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
<a href="<?= base_url('payout/invoices/save?type="adjustment"') ?>" class="dropdown-item"><i class="mdi mdi-tune mr-2 text-muted font-18 vertical-middle"></i>Adjustment</a>
</div>
</div>
</td>
</tr>
<?php } ?>
<?php } ?>
</tbody>
</table>
</div>
</div><!-- end col -->
</div>
</div>
<div class="modal fade" id="payout_modal" tabindex="-1" role="dialog" aria-hidden="true" aria-modal="true" data-bs-backdrop="static">
<div class="modal-dialog modal-lg" style="max-width: 800px;">
<div class="modal-content">
<div class="modal-header" style="background-color: gainsboro;">
<h5 class="modal-title" id="myCenterModalLabel">UTR <span id="heading"></span></h5>
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
<div class="modal-body" id="modal_body">
</div>
</div>
</div>
</div>
<!-------------------------------------------------------------------------------------------------->
<script>
// Datatable document ready
$(document).ready(function() {
var ticketsTable = $('#scroll-horizontal-datatable');
if (ticketsTable.length) {
ticketsTable.DataTable({
scrollX: true,
dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
"<'row'<'col-sm-12'tr>>" +
"<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
buttons: [
{
extend: 'collection',
text: '<span class=" btn-custom"> Export </span><i class="mdi mdi-menu-down"></i>',
className: 'btn app-btn-secondary ',
buttons: [
{
extend: 'csv',
title: 'List',
text: '<i class="mdi mdi-file-delimited " ></i><span class=" btn-custom"> CSV </span>',
},
{
extend: 'excel',
title: 'List',
sheetName: 'Policy-Tranction-payout-List',
text: '<i class="mdi mdi-file-excel " ></i><span class=" btn-custom"> EXCEL </span>',
className: 'app-btn-primary ',
}
]
}
],
language: {
search: `
<div class="datatable-search-wrapper" style="position:relative; display:inline-block;">
_INPUT_
<i class="mdi mdi-magnify datatable-search-icon"
style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666;"></i>
<i class="mdi mdi-close-circle datatable-clear-icon"
style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666; display:none;"></i>
</div>`,
searchPlaceholder: "Search",
emptyTable: '<div class="text-center text-muted">No Data found</div>'
},
paging: true, // Enable pagination
pageLength: 10, // Set default number of rows per page (optional)
ordering: false
});
} else {
console.error("Table atet found.");
}
});
function fetchUtrDetails(invoice_id, invoice_no)
{
if (!invoice_id) {
toastr.warning("Invoice Id not found!", "WARNING");
return false;
}
let heading_text = ' - ( Invoice No : ' + invoice_no + ' )';
$('#modal_body').empty();
$('#heading').text(heading_text);
$('#modal_body').append('<div class="text-center p-5"><div class="spinner-border text-primary" role="status"><span class="sr-only">Loading...</span></div></div>');
var myModal = new bootstrap.Modal(document.getElementById('payout_modal'));
myModal.show();
let url = '<?= base_url('payout/fetchUtrDetails') ?>';
// Data to send in the AJAX request
let requestData = {
invoice_id: invoice_id,
};
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
// Send AJAX request
sendAjaxRequestForGlobal(url, 'POST', requestData, function(response) {
console.log('Data fetched successfully:', response);
$('#modal_body').empty();
$('#heading').text(heading_text);
$('#modal_body').append(response.data);
if (response.status == false) {
toastr.warning(response.message || 'Unable to fetch data', 'WARNING');
}
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, function(xhr, status, error) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
console.error('Error fetching data:', error);
console.error(xhr.responseText);
toastr.error('An error occurred while fetching the data.', 'ERROR');
});
}
</script>

184
app/Views/payout_list_handler.php Normal file
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<div class="container-fluid-min">
<div class="col-12" id="bds_filter">
<div class="card-body">
<div id="accordion" class="mb-3">
<div class="card mb-1">
<h4 class="m-1">
<span>Filter</span>
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
aria-expanded="true">
<i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
</a>
</h4>
<div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
<div class="card-body">
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-3">
<label for="client_branch">Agents<span class="text-danger"></span></label>
<select class="form-control" id="agent_id" name="agent_id">
<option value="">Select Agent</option>
<?php if (isset($agent_list) && !empty($agent_list)) : ?>
<?php foreach ($agent_list as $agent) : ?>
<option value="<?= $agent['id']; ?>"><?= $agent['name']; ?></option>
<?php endforeach; ?>
<?php endif; ?>
</select>
</div>
<div class="form-group col-md-3">
<label for="client_branch_id">Status<span class="text-danger"></span></label>
<select class="form-control" id="status_id" name="status_id">
<option value="">Select status</option>
<?php if (isset($payout_status) && !empty($payout_status)) : ?>
<?php foreach ($payout_status as $id => $status) : ?>
<option value="<?= $id; ?>"><?= $status; ?></option>
<?php endforeach; ?>
<?php endif; ?>
</select>
</div>
<div class="form-group col-md-3" style="display: true;" id="date_div">
<label>Date<span class="text-danger"></span></label>
<div class="input-icon">
<input type="text" id="reportrange" class="form-control" readonly style="caret-color: transparent;">
<i class="mdi mdi-calendar-blank-outline additional-icon"></i>
</div>
<input type="hidden" id="startDate">
<input type="hidden" id="endDate">
</div>
<div class="form-group col-md-12 text-right m-b-0" style="margin-top: 29px;">
<a class="btn btn-secondary" id="clear-filters">Clear</a>
<a class="btn btn-primary" id="get-emp-list" onclick="fetchPayoutList(this);">Submit</a>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- end page title -->
<div id="payout_list">
<?php if(isset($payout_list) && !empty($payout_list)) { echo $payout_list; }else{ } ?>
</div>
</div>
<script>
$(document).ready(function(){
$('#agent_id').select2();
$('#startDate').val('');
$('#endDate').val('');
$('#reportrange').val('');
})
$(function() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
// Get start and end dates from URL parameters, or use default values
const startDateParam = params.get('start_date') || moment().subtract(60, 'days').format('DD-MM-YYYY');
const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
// Parse the dates to moment objects
var start = moment(startDateParam, 'DD-MM-YYYY');
var end = moment(endDateParam, 'DD-MM-YYYY');
function cb(start, end) {
$('#reportrange').val(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
$('#startDate').val(start.format('DD-MM-YYYY'));
$('#endDate').val(end.format('DD-MM-YYYY'));
}
$('#reportrange').daterangepicker({
startDate: start,
endDate: end,
locale: {
format: 'DD-MM-YYYY'
},
ranges: {
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
},
autoUpdateInput: false
}, cb);
// Only update inputs when user selects a date range
$('#reportrange').on('apply.daterangepicker', function(ev, picker) {
cb(picker.startDate, picker.endDate);
});
$('#clear-filters').on('click', function() {
// Reset all select dropdowns to the first option
$('#agent_id').val('').change();
$('#status_id').val('').change();
// Clear the date range inputs
$('#reportrange').val('');
$('#startDate').val('');
$('#endDate').val('');
});
});
function fetchPayoutList()
{
let agent_id = $('#agent_id').val();
let status_id = $('#status_id').val();
let start_date = $('#startDate').val();
let end_date = $('#endDate').val();
if (!agent_id && !status_id && !start_date && !end_date) {
toastr.warning("Please select any one filter!", "WARNING");
return false;
}
let url = '<?= base_url('payout/list') ?>';
// Data to send in the AJAX request
let requestData = {
agent_id: agent_id,
status_id: status_id,
start_date: start_date,
end_date: end_date,
};
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
// Send AJAX request
sendAjaxRequestForGlobal(url, 'POST', requestData, function(response) {
console.log('Data fetched successfully:', response);
$('#payout_list').empty();
$('#payout_list').append(response.data);
if (response.status == false) {
toastr.warning(response.message || 'Unable to fetch data', 'WARNING');
}
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, function(xhr, status, error) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
$('#payout_list').empty();
$('#payout_list').append(response.data);
console.error('Error fetching data:', error);
console.error(xhr.responseText);
toastr.error('An error occurred while fetching the data.', 'ERROR');
});
}
</script>

280
app/Views/payout_utr_details.php Normal file
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<div>
<div class="summary-box">
<div class="summary-row">
<span>Invoice Amount:</span>
<span id="utrInvoiceAmount" data-id="<?php echo isset($summary['invoice_amount']) && !empty($summary['invoice_amount']) ? $summary['invoice_amount'] : ""?>">
₹<?php echo isset($summary['invoice_amount']) && !empty($summary['invoice_amount']) ? format_indian_number($summary['invoice_amount']) : "0.00"?>
</span>
</div>
<div class="summary-row">
<span>Total Paid:</span>
<span id="utrTotalPaid" data-id="<?php echo isset($summary['total_utr_amount']) && !empty($summary['total_utr_amount']) ? $summary['total_utr_amount'] : ""?>">
₹<?php echo isset($summary['total_utr_amount']) && !empty($summary['total_utr_amount']) ? format_indian_number($summary['total_utr_amount']) : "0.00"?>
</span>
</div>
<div class="summary-row">
<span>Remaining Balance:</span>
<span id="utrRemaining" data-id="<?php echo isset($summary['balance_amount']) && !empty($summary['balance_amount']) ? $summary['balance_amount'] : ""?>">
₹<?php echo isset($summary['balance_amount']) && !empty($summary['balance_amount']) ? format_indian_number($summary['balance_amount']) : "0.00"?>
</span>
</div>
</div>
<div id="utrContent">
<div class="utr-section">
<!-- <h5 class="utr-heading">Add New UTR</h5> -->
<form id="utrForm" role="form" class="parsley-examples">
<input type="hidden" name="utr_pk" id="utr_pk">
<input type="hidden" name="invoice_id" value="<?php echo isset($summary['id']) && !empty($summary['id']) ? $summary['id'] : ""?>">
<div class="row">
<div class="col-md-3">
<div class="form-group utr-form-group">
<label class="utr-label">UTR Number <span class="text-danger">*</span></label>
<input type="text" name="utr_no" id="utrNumber" class="form-control form-control-sm" placeholder="Enter UTR number" required>
</div>
</div>
<div class="col-md-3">
<div class="form-group utr-form-group">
<label class="utr-label">Amount (₹) <span class="text-danger">*</span></label>
<input type="number" name="amount" id="utrAmount" oninput="checkSum(this)" class="form-control form-control-sm" step="0.01" placeholder="Enter amount" required>
<!-- <small class="utr-small-text">
Max: <span id="maxUtrAmount">₹0.00</span>
</small> -->
</div>
</div>
<div class="col-md-3">
<div class="form-group utr-form-group">
<label class="utr-label">Date <span class="text-danger">*</span></label>
<input type="text" name="utr_date" id="utrDate" class="form-control form-control-sm" placeholder="DD/MM/YYYY" required>
</div>
</div>
<div class="col-md-3" style="<?= !isset($invoice_completed) ? 'display: block;' : 'display: none;' ?>">
<div class="form-group utr-submit-wrapper">
<a onclick="resetvalues()" class="btn btn-secondary btn-sm">Clear</a>
<button id="utr_submit_btn" onclick="saveUtrDetails(event)" class="btn btn-primary btn-sm">Add UTR</button>
</div>
</div>
</div>
</form>
</div>
</div>
<div class="utr-list" id="utrList">
<h5 class="utr-heading">Existing UTRs</h5>
<div class="table-responsive">
<table data-custom-table-css="table" id="ticket-table" class="table table-sm w-100 nowrap utr-table">
<thead class="bg-light">
<tr>
<th class="font-weight-medium">S.No.</th>
<th class="font-weight-medium">UTR No</th>
<th class="font-weight-medium">Amount</th>
<th class="font-weight-medium">Date</th>
<!-- <th class="font-weight-medium">User</th> -->
<th class="font-weight-medium">Action</th>
</tr>
</thead>
<tbody>
<?php if (isset($utr_list_data) && !empty($utr_list_data)) { ?>
<?php foreach($utr_list_data as $index => $row){
$row['utr_date'] = change_date_format($row['utr_date'], null, 'd/m/Y') ?? " - "
?>
<tr>
<td> <?= $index + 1 ?> </td>
<td> <?= $row['utr_no'] ?> </td>
<td> <?= format_indian_number($row['amount']) ?> </td>
<td> <?= $row['utr_date'] ?> </td>
<!-- <td> <?php // format_indian_number($row['created_user']) ?> </td> -->
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a style="<?= !isset($invoice_completed) ? 'display: block;' : 'display: none;' ?>" class="dropdown-item utr-dropdown-item" onclick='updateUtr(<?= htmlspecialchars(json_encode($row ?? []), ENT_QUOTES, "UTF-8") ?>)'><i class="mdi mdi-pencil mr-2 text-muted utr-icon vertical-middle"></i>Edit</a>
<a class="dropdown-item utr-dropdown-item" onclick="removeUtrApi(<?php echo isset($summary['id']) && !empty($summary['id']) ? $summary['id'] : ''?>, <?= $row['id'] ?>)"><i class="mdi mdi-delete mr-2 text-muted utr-icon vertical-middle"></i>Delete</a>
</div>
</div>
</td>
</tr>
<?php } ?>
<?php } ?>
</tbody>
</table>
</div>
</div>
</div>
<script>
var dob = flatpickr("#utrDate", {
dateFormat: "d/m/Y",
allowInput: false,
maxDate: "today"
});
function saveUtrDetails(e) {
e.preventDefault();
console.log('saveUtrDetails function called');
var isValid = $('#utrForm').parsley().validate();
if (!isValid) {
$('#utrForm').find('input, select, textarea').each(function() {
if ($(this).parsley().isValid() === false && !$(this).val()) {
console.log(' :) Empty field ID:', this.id);
}
});
console.log('Form is Empty', 'Warning');
return;
}
var formData = new FormData($('#utrForm')[0]);
// Show loading state
$('#utr_submit_btn').prop('disabled', true).text('Saving...');
let url = '<?= base_url('payout/saveUtrDetails') ?>';
$.ajax({
url: url,
type: 'POST',
data: formData,
processData: false,
contentType: false,
dataType: 'json',
success: function(response) {
console.log('Data fetched successfully:', response);
if (response.status == true) {
toastr.success(response.message, 'SUCCESS');
$('#modal_body').empty();
$('#modal_body').append(response.data);
}else{
toastr.warning(response.message || 'Unable to fetch data', 'WARNING');
}
// Re-enable button
$('#utr_submit_btn').prop('disabled', false).text('Add UTR');
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
},
error: function(xhr, status, error) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
console.error('Error fetching data:', error);
console.error(xhr.responseText);
toastr.error('An error occurred while fetching the data.', 'ERROR');
},
complete: function() {
$('#utr_submit_btn').prop('disabled', false).text('Add UTR');
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
resetvalues();
}
});
}
function updateUtr(data){
console.log("data", data)
if(data){
$('#utr_pk').val(data.id);
$('#utrNumber').val(data.utr_no);
$('#utrAmount').val(data.amount);
$('#utrDate').val(data.utr_date);
$('#utr_submit_btn').text('Update UTR');
$('#utrNumber').trigger('focus');
}
}
function resetvalues(){
$('#utr_pk').val("");
$('#utrNumber').val("");
$('#utrAmount').val("");
$('#utrDate').val("");
$('#utr_submit_btn').text('Add UTR');
}
function removeUtrApi(invoice_id, utr_id) {
Swal.fire({
title: "Are you sure?",
text: "Do you want to remove this UTR?",
icon: "warning",
showCancelButton: true,
confirmButtonText: "Yes, Proceed!",
cancelButtonText: "Cancel"
}).then((result) => {
if (result.isConfirmed) {
removeUtr(invoice_id, utr_id);
}
});
}
function removeUtr(invoice_id, utr_id){
let url = '<?= base_url('payout/removeUtrDetails') ?>';
// Data to send in the AJAX request
let requestData = {
invoice_id: invoice_id,
utr_id: utr_id,
};
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
// Send AJAX request
sendAjaxRequestForGlobal(url, 'POST', requestData, function(response) {
console.log('Data fetched successfully:', response);
$('#modal_body').empty();
$('#modal_body').append(response.data);
if (response.status == true) {
toastr.success(response.message, 'SUCCESS');
}else{
toastr.warning(response.message || 'Unable to fetch data', 'WARNING');
}
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, function(xhr, status, error) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
console.error('Error fetching data:', error);
console.error(xhr.responseText);
toastr.error('An error occurred while fetching the data.', 'ERROR');
});
}
function checkSum(input) {
let invoice_amt = parseFloat($('#utrInvoiceAmount').data('id')) || 0;
let utr_amt = parseFloat($('#utrTotalPaid').data('id')) || 0;
let balance_amt = parseFloat($('#utrRemaining').data('id')) || 0;
let input_amt = parseFloat($(input).val()) || 0;
console.log({ invoice_amt, utr_amt, balance_amt, input_amt });
let total_amt = utr_amt + input_amt;
if (total_amt > invoice_amt) {
toastr.warning('UTR amount exceeds the invoice amount');
$(input).val('');
$('#utr_submit_btn').prop('disabled', true);
}else{
$('#utr_submit_btn').prop('disabled', false);
}
}
</script>

0
app/Views/policy_transaction_payouts.php Normal file
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7
app/Views/ticket_form_gmc.php
View File

@ -948,16 +948,21 @@
})
function getClientPolicy() {
console.log("get policy function called");
hiddenData = $("#empIDHidden").val();
hiddenData = JSON.parse(hiddenData);
console.log('employee id ', hiddenData['emp_id']);
let ticket_type_id = $('#ticket_type_id').val();
console.log("ticket_type_id", ticket_type_id);
let client_id = $('#mobile_emp_client_data_list').val();
console.log({ticket_type_id, client_id});
data = {
emp_id: hiddenData['emp_id'],
ticket_type_id: ticket_type_id,
client_id: client_id,
}
$.ajax({
url: '<?= base_url("/ticket/getPoliciesbyEmpID") ?>',
type: "POST",