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MERGE_TEST_CRM_TO_BDS_SYNC&OT_ISSUES

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Ubuntu 2025-05-22 17:53:48 +05:30
commit a261fed9ed
9 changed files with 478 additions and 113 deletions
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227
app/Controllers/ClientController.php
View File

@ -87,6 +87,7 @@ class ClientController extends AdminController
protected $vehicleModel; protected $vehicleModel;
protected $leadsModel; protected $leadsModel;
protected $clientApi; protected $clientApi;
protected $PTCOShareDetailsModel;
public function __construct() public function __construct()
@ -123,6 +124,7 @@ class ClientController extends AdminController
$this->vehicleModel = new VehicleModel(); $this->vehicleModel = new VehicleModel();
$this->leadsModel = new LeadsModel(); $this->leadsModel = new LeadsModel();
$this->clientApi = new ClientApiModel(); $this->clientApi = new ClientApiModel();
$this->PTCOShareDetailsModel = new PTCOShareDetailsModel();
} }
//-------------------------------------------------------------------------------------------------------- //--------------------------------------------------------------------------------------------------------
@ -270,7 +272,7 @@ class ClientController extends AdminController
if($mail_active == 1){ if($mail_active == 1){
$mail_send_return = MailHelper::send_email($wholeData[0]); $mail_send_return = MailHelper::send_email($wholeData[0]);
$this->myLogger->logme("info", $mail_send_return); $this->myLogger->logme("error", $mail_send_return);
} }
// if (isset($wholeData)) { // if (isset($wholeData)) {
@ -1255,11 +1257,8 @@ class ClientController extends AdminController
public function editClientPolicy() public function editClientPolicy()
{ {
// print_r('test'); die;
$this->myLogger->logme('error', 'Client policy function called'); $this->myLogger->logme('error', 'Client policy function called');
$id = $this->request->getPost('PrimaryKey'); $id = $this->request->getPost('PrimaryKey');
$client_id = $this->request->getPost('client_id'); $client_id = $this->request->getPost('client_id');
$policy_type_id = $this->request->getPost('policy_type_id'); $policy_type_id = $this->request->getPost('policy_type_id');
@ -1280,8 +1279,6 @@ class ClientController extends AdminController
$data['tpa_id'] = $tpaId; $data['tpa_id'] = $tpaId;
$data['policy_type_id'] = $this->request->getPost('policy_type_id'); $data['policy_type_id'] = $this->request->getPost('policy_type_id');
$data['policy_no'] = $this->request->getPost('policy_no'); $data['policy_no'] = $this->request->getPost('policy_no');
// $data['policy_start_date'] = change_date_format($this->request->getPost('policy_start_date'), 'd-m-Y', 'Y-m-d');
// $data['policy_end_date'] = change_date_format($this->request->getPost('policy_end_date'), 'd-m-Y', 'Y-m-d');
$data['insured'] = $this->request->getPost('insured'); $data['insured'] = $this->request->getPost('insured');
$data['no_of_lives'] = $this->request->getPost('no_of_lives'); $data['no_of_lives'] = $this->request->getPost('no_of_lives');
@ -1318,19 +1315,6 @@ class ClientController extends AdminController
$data['reminder_date'] = null; $data['reminder_date'] = null;
} }
// if($policy_type_id == 1 || $policy_type_id == 2 || $policy_type_id == 3 || $policy_type_id == 6 || $policy_type_id == 7){
// $data['is_addon'] = 1;
// }else if($policy_type_id == 4){
// $data['is_addon'] = 2;
// }else if($policy_type_id == 5){
// $data['is_addon'] = 3;
// }
if ($policy_type_id == 1 || $policy_type_id == 2 || $policy_type_id == 6 || $policy_type_id == 7) { if ($policy_type_id == 1 || $policy_type_id == 2 || $policy_type_id == 6 || $policy_type_id == 7) {
$data['is_addon'] = 1; // Base Policy $data['is_addon'] = 1; // Base Policy
@ -1348,47 +1332,26 @@ class ClientController extends AdminController
} }
} }
$policy_terms = $this->clientPolicyModel->where('id', $this->request->getPost('base_policy'))->first(); $policy_terms = $this->clientPolicyModel->where('id', $this->request->getPost('base_policy'))->first();
// if ( $this->request->getPost('is_addon') == 2 || $this->request->getPost('is_addon') == 3) { $old_client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $id)->first();
// if ($this->request->getPost('is_addon') == 3) {
// $policyTerm = $policy_terms['policy_terms'];
// $decoded_policyTerm = json_decode($policyTerm, true);
// $decoded_policyTerm['family_floater'] =0;
// $decoded_policyTerm['family_floaters']['self'] =0;
// $decoded_policyTerm['family_floaters']['spouse'] =0;
// $decoded_policyTerm['family_floaters']['childrens'] =0;
// $decoded_policyTerm['family_floaters']['parents'] =0;
// $decoded_policyTerm['family_floaters']['parents-in-law'] =0;
// $decoded_policyTerm['family_floaters']['either-parents-pil'] =0;
// $data['policy_terms'] = json_encode($decoded_policyTerm);
// } else {
// $data['policy_terms'] = $policy_terms['policy_terms'];
// }
// }
// dd($data);
$data['updated_by'] = get_session_userid(); $data['updated_by'] = get_session_userid();
// print_r(json_encode($data));die;
$insert = $this->clientPolicyModel->update($id, $data); $insert = $this->clientPolicyModel->update($id, $data);
$lastQuery = $this->clientPolicyModel->getLastQuery();
// echo '<pre>';
// print_r($data); die;
if ($insert) { if ($insert) {
$new_client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $id)->first();
$policy_transaction_data = $this->policyTransactionModel->where('is_active', 1)->where('client_policy_id', $id)->countAllResults();
$clientPoliceData = $this->clientPolicyModel->getClientPolicyByClientId($client_id); $clientPoliceData = $this->clientPolicyModel->getClientPolicyByClientId($client_id);
$clientPoliceData['role'] = get_role_id(); $clientPoliceData['role'] = get_role_id();
// foreach ($clientPoliceData as $key => $value) {
// $clientPoliceData[$key]->policy_start_date = date('d-M-Y', strtotime($value->policy_start_date)); if($policy_transaction_data > 0){
// $clientPoliceData[$key]->policy_end_date = date('d-M-Y', strtotime($value->policy_end_date)); $r = Jobs::addJob(['job_name' => 'updatePolicyTransactionDataWhileClinetPolicyUpdate', 'payload' => [
// } 'old_client_policy_data' => $old_client_policy_data ?? null,
'new_client_policy_data' => $new_client_policy_data ?? null,
]]);
}
return $this->respond(['status' => true, 'code' => 200, 'data' => $clientPoliceData, 'method' => 'EDIT'], 200); return $this->respond(['status' => true, 'code' => 200, 'data' => $clientPoliceData, 'method' => 'EDIT'], 200);
} else { } else {
return $this->respond(['status' => false, 'code' => 404, 'message' => 'no data found'], 200); return $this->respond(['status' => false, 'code' => 404, 'message' => 'no data found'], 200);
@ -1857,6 +1820,146 @@ class ClientController extends AdminController
} }
} }
public function updatePolicyTransactionDataWhileClinetPolicyUpdate($params)
{
try {
// Basic validation
if (empty($params) || !isset($params['old_client_policy_data']) || empty($params['old_client_policy_data'])) {
$this->myLogger->logme("error", "Old client policy data is missing or empty: " . json_encode(['params' => $params]));
return ['status' => "Failed", 'message' => "Old client policy data is missing or empty", 'data' => $params];
}
if (!isset($params['new_client_policy_data']) || empty($params['new_client_policy_data'])) {
$this->myLogger->logme("error", "New client policy data is missing or empty: " . json_encode(['params' => $params]));
return ['status' => "Failed", 'message' => "New client policy data is missing or empty", 'data' => $params];
}
$old = $params['old_client_policy_data'];
$new = $params['new_client_policy_data'];
$data = [];
// Check differences and prepare update data
$fields_to_check = [
'client_branch_id', 'policy_type', 'insurer_id', 'insurer_branch_id',
'cd_ac_pk', 'policy_end_date', 'policy_start_date', 'tpa_id', 'tpa_branch_id'
];
foreach ($fields_to_check as $field) {
if (isset($new[$field]) && isset($old[$field]) && $new[$field] != $old[$field]) {
$data[$field] = $new[$field];
}
}
if (empty($data)) {
$this->myLogger->logme("error", "No changes detected in client policy update.");
return ['status' => "Failed", 'message' => "No changes detected in policy data."];
}
// Fetch related policy transactions
$policy_transactions = $this->policyTransactionModel
->where('is_active', 1)
->where('client_policy_id', $new['id'])
->findAll();
$updated_pt_ids = [];
if (!empty($policy_transactions)) {
// Update each policy transaction and track affected IDs
foreach ($policy_transactions as $pt) {
$result = $this->policyTransactionModel
->where('id', $pt['id'])
->set($data)
->update();
if ($this->policyTransactionModel->affectedRows() > 0) {
$updated_pt_ids[] = $pt['id'];
}
}
if (empty($updated_pt_ids)) {
$this->myLogger->logme("error", "No policy_transaction records were updated.");
return ['status' => "Failed", 'message' => "No records updated."];
}
// If insurer-related fields are updated, update co-share table as well
if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
$co_share_result = $this->updatePTCoShareTableEntry($policy_transactions, $old, $data);
$this->myLogger->logme("error", "PT co-share update result: " . json_encode($co_share_result));
}
$this->myLogger->logme("error", "Policy transaction(s) updated successfully. Updated IDs: " . json_encode($updated_pt_ids));
return [
'status' => "Success",
'message' => "Policy transaction(s) updated.",
'updated_ids' => $updated_pt_ids
];
} else {
$this->myLogger->logme("error", "No active policy_transaction records found for update.");
return ['status' => "Failed", 'message' => "No active policy_transaction records found."];
}
} catch (\Throwable $e) {
$this->myLogger->logme("error", "Exception during policy_transaction update: " . $e->getMessage());
return [
'status' => "Failed",
'message' => "An error occurred during update.",
'error' => $e->getMessage()
];
}
}
private function updatePTCoShareTableEntry($policy_transaction_data, $old_client_policy_data, $data)
{
$updated_ids = [];
$errors = [];
foreach ($policy_transaction_data as $value) {
$pt_id = $value['id'];
try {
// Find matching rows
$rows = $this->PTCOShareDetailsModel
->where('pt_id', $pt_id)
->where('insurer_id', $old_client_policy_data['insurer_id'])
->where('insurer_branch_id', $old_client_policy_data['insurer_branch_id'])
->where('is_active', 1)
->findAll();
foreach ($rows as $row) {
// Update each row individually
$result = $this->PTCOShareDetailsModel
->where('id', $row['id'])
->set([
'insurer_id' => $data['insurer_id'],
'insurer_branch_id' => $data['insurer_branch_id'],
])
->update();
// Check if the update was successful
if ($this->PTCOShareDetailsModel->affectedRows() > 0) {
$updated_ids[] = $row['id'];
} else {
$errors[] = "No change or failed update for ID {$row['id']}";
}
}
} catch (\Exception $e) {
$errors[] = "Error updating pt_id {$pt_id}: " . $e->getMessage();
}
}
return [
'updated_ids' => $updated_ids,
'errors' => $errors,
];
}
public function uploadVehicleFile() public function uploadVehicleFile()
@ -4563,6 +4666,11 @@ class ClientController extends AdminController
public function sendextraparam() public function sendextraparam()
{ {
// $data = db_connect()->table('jobs')->where('id', 1677)->get()->getRowArray();
// // dd($data);
// $return = $this->updatePolicyTransactionDataWhileClinetPolicyUpdate(json_decode($data['payload'], true));
// dd($return);
// die;
// $employeeController = new EmployeeController(); // $employeeController = new EmployeeController();
// $employeeController->truncateFileData('633'); // $employeeController->truncateFileData('633');
@ -4578,7 +4686,7 @@ class ClientController extends AdminController
$empServiceController = new EmployeeServiceController(); $empServiceController = new EmployeeServiceController();
// $res = $empServiceController->excelFileFormatValidation(['file_id' => '865']); // $res = $empServiceController->excelFileFormatValidation(['file_id' => '865']);
// $res = $empServiceController->excelFileDataValidation(['file_id' => '865']); // $res = $empServiceController->excelFileDataValidation(['file_id' => '865']);
// $res = $empServiceController->employeesSIEnhanceProcess(['file_id' => '829']); // $res = $empServiceController->employeesSIEnhanceProcess(['file_id' => '978']);
// $res = $empServiceController->employeeDisembark(['file_id' => '858']); // $res = $empServiceController->employeeDisembark(['file_id' => '858']);
$policyTransactionController = new PolicyTransactionController(); $policyTransactionController = new PolicyTransactionController();
@ -4612,6 +4720,7 @@ class ClientController extends AdminController
// $EmpDataServiceController->importDeletionValidation(['file_id' => 304]); //for live // $EmpDataServiceController->importDeletionValidation(['file_id' => 304]); //for live
// $EmpDataServiceController->importSIEnhancementUpdateEndorsementID(['file_id' => 1199]); //for live // $EmpDataServiceController->importSIEnhancementUpdateEndorsementID(['file_id' => 1199]); //for live
// $EmpDataServiceController->importSIEnhancementValidation(['file_id' => 1205]); //for live // $EmpDataServiceController->importSIEnhancementValidation(['file_id' => 1205]); //for live
$EmpDataServiceController->importInceptionUpdateTPAandUHID(['file_id' => 214]); //for live
// $result = $this->employeePolicyModel->getDeletionEmployeeDataForExportExcel($batch_data); // $result = $this->employeePolicyModel->getDeletionEmployeeDataForExportExcel($batch_data);
// print_rr($result); die; // print_rr($result); die;
@ -4636,12 +4745,12 @@ class ClientController extends AdminController
// $EmpDataServiceController->importDeletionUpdateEndorsementID(['file_id' => 171]); // $EmpDataServiceController->importDeletionUpdateEndorsementID(['file_id' => 171]);
// $EmpDataServiceController->importCorrectionUpdateEndorsementID(['file_id' => 188]); // $EmpDataServiceController->importCorrectionUpdateEndorsementID(['file_id' => 188]);
$params = [ // $params = [
'client_policy_id' => 6090, // 'client_policy_id' => 6090,
'action_type' => "inception", // 'action_type' => "inception",
]; // ];
$res = $EmpDataServiceController->makeEntryForBDSPolicyTransaction($params); // $res = $EmpDataServiceController->makeEntryForBDSPolicyTransaction($params);
dd($res); // dd($res);
// $array = [ // $array = [
// "employeeIds" => ["12800", "12798", "12797", "12799"], // "employeeIds" => ["12800", "12798", "12797", "12799"],
@ -4677,7 +4786,7 @@ class ClientController extends AdminController
// $returndata = $LeadsController->convertQCRJsonToPolicyTerms($jsonArray, $policy_type, $proposel_name, $insurer_name); // $returndata = $LeadsController->convertQCRJsonToPolicyTerms($jsonArray, $policy_type, $proposel_name, $insurer_name);
// dd($returndata); // dd($returndata);
$LeadsController->handleMemberDataGPATotalSumInsurerFromExcel(['lead_id' => 169]); // $LeadsController->handleMemberDataGPATotalSumInsurerFromExcel(['lead_id' => 169]);
// -----------BDS REPORT CONTROLLER--------------------------------------------------------------------------------- // -----------BDS REPORT CONTROLLER---------------------------------------------------------------------------------

219
app/Controllers/EmpDataServiceController.php
View File

@ -447,7 +447,7 @@ class EmpDataServiceController extends BaseController
]; ];
//for addition and dependent addition adding a ENDORSEMENT NO column //for addition and dependent addition adding a ENDORSEMENT NO column
if(in_array($export_data['event_type'], ['addition', 'dependent_addition'])){ if(in_array($export_data['event_type'], ['addition', 'dependent_addition', 'missed_inception'])){
$excel_header_columns[] = [ $excel_header_columns[] = [
'column_index' => 18, 'column_index' => 18,
'column_name' => 'ENDORSEMENT NO', 'column_name' => 'ENDORSEMENT NO',
@ -1404,7 +1404,7 @@ class EmpDataServiceController extends BaseController
'TOTAL AMOUNT', 'TOTAL AMOUNT',
]; ];
if(in_array($file['event_type'], ['addition', 'dependent_addition'])){ if(in_array($file['event_type'], ['addition', 'dependent_addition', 'missed_inception'])){
$inceptionHeader[] = 'ENDORSEMENT NO'; $inceptionHeader[] = 'ENDORSEMENT NO';
} }
@ -1566,6 +1566,17 @@ class EmpDataServiceController extends BaseController
} }
} }
if (in_array($file['event_type'], ['addition', 'dependent_addition', 'missed_inception'])) {
if ($excel_data[$key][18] === null) {
$missing_id[$key][] = [
'row' => $key,
'column' => 18,
'db_data' => "Endorsement ID is Must",
'excel_data' => $excel_data[$key][18]
];
}
}
if ($emp_value['emp_name'] != $excel_data[$key][1]) { if ($emp_value['emp_name'] != $excel_data[$key][1]) {
$errors[$key][] = [ $errors[$key][] = [
@ -1900,6 +1911,27 @@ class EmpDataServiceController extends BaseController
$emp_details[] = array('id' => $result['id'], 'tpa_id' => $value[13], 'uhid' => $value[14]); $emp_details[] = array('id' => $result['id'], 'tpa_id' => $value[13], 'uhid' => $value[14]);
} }
if(in_array($file['event_type'], ['missed_inception']) && isset($value[18])){
$endorsement_id = $value[18];
$result_for_employees_policy = $this->employeePolicyModel
->select('employee_polices.*')
->join('employees', 'employees.id = employee_polices.employee_id')
->join('emp_endorsement', 'emp_endorsement.employee_id = employees.id') // assuming this is the correct join
->where('employees.emp_code', $emp_code)
->where('employees.name', $name)
->where('employees.client_id', $client_id)
->where('employees.client_branch_id', $client_branch_id)
->where('employee_polices.client_policy_id', $client_policy_id)
->where('employee_polices.is_active', 1)
->where('employee_polices.status', 'active')
->where('employees.is_active', 1)
->where('employees.emp_status', 'active')
->first();
$enrollment_file_id = $result_for_employees_policy['file_id'] ?? null;
}
//for addition and dependent_addition endorsement , endorsement_id update functionality //for addition and dependent_addition endorsement , endorsement_id update functionality
if(in_array($file['event_type'], ['addition', 'dependent_addition']) && isset($value[18])){ if(in_array($file['event_type'], ['addition', 'dependent_addition']) && isset($value[18])){
@ -1929,7 +1961,9 @@ class EmpDataServiceController extends BaseController
->first(); ->first();
if (!empty($result_for_endorsement) && count($result_for_endorsement)) { if (!empty($result_for_endorsement) && count($result_for_endorsement)) {
if(empty($enrollment_file_id)){
$enrollment_file_id = $result_for_endorsement['file_id']; //files table primary key $enrollment_file_id = $result_for_endorsement['file_id']; //files table primary key
}
$emp_endorsement_table_data[] = array('id' => $result_for_endorsement['id'], 'group_key' => $result_for_endorsement['group_key'], 'endorsement_id' => $value[18], 'status' => 'complete'); $emp_endorsement_table_data[] = array('id' => $result_for_endorsement['id'], 'group_key' => $result_for_endorsement['group_key'], 'endorsement_id' => $value[18], 'status' => 'complete');
} }
} }
@ -1945,7 +1979,6 @@ class EmpDataServiceController extends BaseController
if(in_array($file['event_type'], ['addition', 'dependent_addition']) && !empty($emp_endorsement_table_data)){ if(in_array($file['event_type'], ['addition', 'dependent_addition']) && !empty($emp_endorsement_table_data)){
$this->employeePolicyModel->updateEmpEndorsementAddition($emp_endorsement_table_data); $this->employeePolicyModel->updateEmpEndorsementAddition($emp_endorsement_table_data);
$this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
} }
// Update batch file status and amount // Update batch file status and amount
@ -1962,6 +1995,11 @@ class EmpDataServiceController extends BaseController
//update CD transaction entry if only insurer //update CD transaction entry if only insurer
if ($file['insurer_or_tpa'] == 'insurer') { if ($file['insurer_or_tpa'] == 'insurer') {
if(in_array($file['event_type'], ['addition', 'dependent_addition', 'missed_inception'])){
$this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
}
$this->myLogger->logme('error', 'Inception Update TPA and UHID -- set cashDepositCalculationForInception and sendMailForDownloadingECard in JOB QUEUE'); $this->myLogger->logme('error', 'Inception Update TPA and UHID -- set cashDepositCalculationForInception and sendMailForDownloadingECard in JOB QUEUE');
$policy_name = $this->getPolicyNameUsingClientPolicyId($client_policy_id); $policy_name = $this->getPolicyNameUsingClientPolicyId($client_policy_id);
@ -2388,7 +2426,9 @@ class EmpDataServiceController extends BaseController
if (isset($result['id']) && $result['id'] !== null) { if (isset($result['id']) && $result['id'] !== null) {
// return $result; // return $result;
if(empty($enrollment_file_id)){
$enrollment_file_id = $result['file_id']; $enrollment_file_id = $result['file_id'];
}
if($result['field_name'] == 'dob'){ if($result['field_name'] == 'dob'){
$value[8] = change_date_format($value[8]); $value[8] = change_date_format($value[8]);
@ -2967,7 +3007,10 @@ class EmpDataServiceController extends BaseController
if (isset($result['id']) && $result['id'] !== null) { if (isset($result['id']) && $result['id'] !== null) {
if(empty($enrollment_file_id)){
$enrollment_file_id = $result['file_id']; $enrollment_file_id = $result['file_id'];
}
$emp_policy_ids[] = array('id' => $result['emp_policy_id'], 'is_active' => 0); $emp_policy_ids[] = array('id' => $result['emp_policy_id'], 'is_active' => 0);
$employeeIds[] = $result['emp_policy_id']; $employeeIds[] = $result['emp_policy_id'];
$endorsement_details[] = array('id' => $result['id'], 'group_key' => $result['group_key'], 'endorsement_id' => $value[19], 'status' => 'complete'); $endorsement_details[] = array('id' => $result['id'], 'group_key' => $result['group_key'], 'endorsement_id' => $value[19], 'status' => 'complete');
@ -3472,7 +3515,9 @@ class EmpDataServiceController extends BaseController
if (isset($result['emp_endorsement_primarykey']) && $result['emp_endorsement_primarykey'] !== null) { if (isset($result['emp_endorsement_primarykey']) && $result['emp_endorsement_primarykey'] !== null) {
if(empty($enrollment_file_id)){
$enrollment_file_id = $result['file_id']; //files table primary key $enrollment_file_id = $result['file_id']; //files table primary key
}
$employee_policy_table_primaryKey[] = $result['emp_policy_primarykey']; //for cash deposite $employee_policy_table_primaryKey[] = $result['emp_policy_primarykey']; //for cash deposite
$employee_policy_table_data[] = array('id' => $result['emp_policy_primarykey'], 'date_of_exit' => change_date_format($result['date_of_exit']), 'reason_for_exit' => $result['reason_for_exit'], 'claim_status' => $result['claim_status'], 'status' => $result['status']); $employee_policy_table_data[] = array('id' => $result['emp_policy_primarykey'], 'date_of_exit' => change_date_format($result['date_of_exit']), 'reason_for_exit' => $result['reason_for_exit'], 'claim_status' => $result['claim_status'], 'status' => $result['status']);
// $employees_table_data[] = array('id' => $result['employees_id'], 'emp_status' => $result['status']); // $employees_table_data[] = array('id' => $result['employees_id'], 'emp_status' => $result['status']);
@ -4735,6 +4780,14 @@ class EmpDataServiceController extends BaseController
return ['status' => "Failed", 'message' => "Action type is missing or empty", 'data' => ['params' => $params]]; return ['status' => "Failed", 'message' => "Action type is missing or empty", 'data' => ['params' => $params]];
} }
//Function call for if the old policy transaction entries exisit than active the Policy transaction entries
$existing_policy_transaction_entry = $this->retrivePolicyTransactionEntries($params);
if($existing_policy_transaction_entry != false){
return $existing_policy_transaction_entry;
}
//get the policy data
$policy_data = $this->clientPolicyModel $policy_data = $this->clientPolicyModel
->where('id', $params['client_policy_id']) ->where('id', $params['client_policy_id'])
->where('is_active', 1) ->where('is_active', 1)
@ -4745,6 +4798,7 @@ class EmpDataServiceController extends BaseController
return ['status' => "Failed", 'message' => "No policy data found for the given client policy ID", 'data' => ['params' => $params]]; return ['status' => "Failed", 'message' => "No policy data found for the given client policy ID", 'data' => ['params' => $params]];
} }
//get the leads data
$lead_data = $this->leadsModel $lead_data = $this->leadsModel
->where('is_policy_created', $params['client_policy_id']) ->where('is_policy_created', $params['client_policy_id'])
->where('is_active', 1) ->where('is_active', 1)
@ -4752,13 +4806,15 @@ class EmpDataServiceController extends BaseController
if (empty($lead_data)) { if (empty($lead_data)) {
$this->myLogger->logme("error", "No lead data found: " . json_encode(['client_policy_id' => $params['client_policy_id']])); $this->myLogger->logme("error", "No lead data found: " . json_encode(['client_policy_id' => $params['client_policy_id']]));
return ['status' => "Failed", 'message' => "No lead data found for the given client policy ID", 'data' => ['params' => $params]]; // return ['status' => "Failed", 'message' => "No lead data found for the given client policy ID", 'data' => ['params' => $params]];
} }
$this->myLogger->logme("error", "Constructing policy transaction data: " . json_encode(['policy_data' => $policy_data, 'lead_data' => $lead_data])); $this->myLogger->logme("error", "Constructing policy transaction data: " . json_encode(['policy_data' => $policy_data, 'lead_data' => $lead_data]));
//Function to construct the policy transaction data to insert
$policyTransactionData = $this->constructBDSData($policy_data, $lead_data, $params); $policyTransactionData = $this->constructBDSData($policy_data, $lead_data, $params);
//insert the policy transaction data to othe table
$insert_id = $this->policyTransactionModel->insert($policyTransactionData); $insert_id = $this->policyTransactionModel->insert($policyTransactionData);
if (!$insert_id) { if (!$insert_id) {
@ -4774,6 +4830,9 @@ class EmpDataServiceController extends BaseController
// $this->myLogger->logme("error", "PT Co share data inserted successfully: " . json_encode(['pt_co_share_id' => $pt_co_share_id])); // $this->myLogger->logme("error", "PT Co share data inserted successfully: " . json_encode(['pt_co_share_id' => $pt_co_share_id]));
// get the lead installment data
if(!empty($lead_data)){
$lead_installment_data = $this->leadInstallmentPaymentDetailesModel $lead_installment_data = $this->leadInstallmentPaymentDetailesModel
->select('lead_id, installment_amount, payment_date, utr_no') ->select('lead_id, installment_amount, payment_date, utr_no')
->where('lead_id', $lead_data['id']) ->where('lead_id', $lead_data['id'])
@ -4781,14 +4840,14 @@ class EmpDataServiceController extends BaseController
->findAll(); ->findAll();
if (!empty($lead_installment_data) && (isset($params['action_type']) && $params['action_type'] == "inception")) { if (!empty($lead_installment_data) && (isset($params['action_type']) && $params['action_type'] == "inception")) {
$this->myLogger->logme("error", "Found lead installment data: " . json_encode($lead_installment_data)); $this->myLogger->logme("error", "Found lead installment data: " . json_encode($lead_installment_data));
$installment_ids = $this->constructInstallmentData($lead_installment_data, $insert_id); $installment_ids = $this->constructInstallmentData($lead_installment_data, $insert_id);
$this->myLogger->logme("error", "BDS Installment data inserted ids: " . json_encode(['installment_ids' => $installment_ids]));
$this->myLogger->logme("error", "Installment data inserted: " . json_encode(['installment_ids' => $installment_ids]));
}else{ }else{
$this->myLogger->logme("error", "Failed to insert Installment data : " . json_encode($params)); $this->myLogger->logme("error", "Failed to insert Installment data : " . json_encode($params));
} }
}
return ['status' => "Success", 'message' => "Policy transaction entry created successfully", 'data' => ['params' => $params, 'insert_id' => $insert_id]]; return ['status' => "Success", 'message' => "Policy transaction entry created successfully", 'data' => ['params' => $params, 'insert_id' => $insert_id]];
} catch (\Throwable $e) { } catch (\Throwable $e) {
@ -4804,6 +4863,11 @@ class EmpDataServiceController extends BaseController
private function constructBDSData($policy_data, $lead_data, $params) private function constructBDSData($policy_data, $lead_data, $params)
{ {
$action_type_string = $params['action_type'];
if(in_array($params['action_type'], ['dependent_addition', 'missed_inception'])){
$action_type_string = "addition";
}
$policyTransactionData = [ $policyTransactionData = [
'issuer' => 2, 'issuer' => 2,
@ -4834,12 +4898,13 @@ class EmpDataServiceController extends BaseController
'is_cd_reduce_from_bds' => 0, 'is_cd_reduce_from_bds' => 0,
'client_type_id' => 0, 'client_type_id' => 0,
'status' => "completed", 'status' => "co_insurer_pending",
'action_type' => $params['action_type'] ?? null, 'action_type' => $action_type_string ?? null,
'endorsement_no' => $params['endorsement_no'] ?? null, 'endorsement_no' => $params['endorsement_no'] ?? null,
'issue_type' => $lead_data['lead_type'] ?? null,
'issue_type' => $lead_data['lead_type'] ?? 1,
'source_client_policy_id' => $lead_data['source_policy_id'] ?? null, 'source_client_policy_id' => $lead_data['source_policy_id'] ?? null,
'tsi' => generate_tsi_code($lead_data['lead_type']) ?? null, 'tsi' => generate_tsi_code($lead_data['lead_type'] ?? 1) ?? null,
'installment' => $lead_data['no_of_installment'] ?? null, 'installment' => $lead_data['no_of_installment'] ?? null,
]; ];
@ -4877,12 +4942,138 @@ class EmpDataServiceController extends BaseController
} }
} }
private function retrivePolicyTransactionEntries($params)
public function retriveBDSPolicyTransactionEntry()
{ {
$policy_transaction_data = $this->policyTransactionModel
->where('is_active', 0)
->where('client_policy_id', $params['client_policy_id']);
if ($params['action_type'] != "inception") {
$policy_transaction_data = $policy_transaction_data->where('endorsement_no', $params['endorsement_no']);
}
$policy_transaction_data = $policy_transaction_data
->where('action_type', $params['action_type'])
->first();
if(empty($policy_transaction_data)){
$this->myLogger->logme("error", "retrive Policy Transaction Entries data not found : " . json_encode(['params' => $params]));
return false;
}
$pt_co_share_data = $this->PTCOShareDetailsModel->where('is_active', 0)->where('pt_id', $policy_transaction_data['id'])->findAll();
if(empty($pt_co_share_data)){
$this->myLogger->logme("error", "PT Co Share Table data not found");
}
$activated_pt_co_share_ids = [];
foreach ($pt_co_share_data as $key => $value) {
$this->PTCOShareDetailsModel->where('id', $value['id'])->set(['is_active' => 1])->update();
$activated_pt_co_share_ids[] = $value['id'];
}
$this->myLogger->logme("error", "Activated pt_co_share_ids : ". json_encode($activated_pt_co_share_ids));
$update_return = $this->policyTransactionModel->where('id', $policy_transaction_data['id'])->set(['is_active' => 1])->update();
if($update_return){
$this->myLogger->logme("error", "Invalid action type: " . json_encode(['params' => $params]));
return ['status' => "Success", 'message' => "Policy transaction entry Retrived successfully", 'data' => ['params' => $params, 'updated_id' => $policy_transaction_data['id']]];
}else{
$this->myLogger->logme("error", "Invalid action type: " . json_encode(['params' => $params]));
return ['status' => "Success", 'message' => "Failed to retrive the policy transaction entry", 'data' => ['params' => $params, 'updated_id' => $policy_transaction_data['id']]];
}
}
public function removeBDSPolicyTransactionEntryFromTruncate($params)
{
if (empty($params) || !isset($params['client_policy_id']) || empty($params['client_policy_id'])) {
$this->myLogger->logme("error", "Invalid parameters provided: " . json_encode(['params' => $params]));
return ['status' => "Failed", 'message' => "Client Policy ID is missing or empty", 'data' => ['params' => $params]];
}
if (!isset($params['file_id']) || empty($params['file_id'])) {
$this->myLogger->logme("error", "File ID is missing or empty : " . json_encode(['params' => $params]));
return ['status' => "Failed", 'message' => "File ID is missing or empty : ", 'data' => ['params' => $params]];
}
if (!isset($params['action_type']) || empty($params['action_type'])) {
$this->myLogger->logme("error", "Invalid action type: " . json_encode(['params' => $params]));
return ['status' => "Failed", 'message' => "Action type is missing or empty", 'data' => ['params' => $params]];
}
if($params['action_type'] != "inception"){
$endorsement_data = $this->endorsementModel
->where('is_active', 1)
->where('client_policy_id', $params['client_policy_id'])
->where('endorsement_type', $params['action_type'])
->where('file_id', $params['file_id'])
->first();
if(empty($endorsement_data)){
$this->myLogger->logme("error", "Endorsement data not found");
return ['status' => "Failed", 'message' => "Endorsement data not found", 'data' => ['params' => $params]];
}
}
$action_type_string = $params['action_type'];
if(in_array($params['action_type'], ['dependent_addition', 'missed_inception'])){
$action_type_string = "addition";
}
$policy_transaction_data = $this->policyTransactionModel
->where('is_active', 1)
->where('client_policy_id', $params['client_policy_id']);
if ($params['action_type'] != "inception") {
$policy_transaction_data = $policy_transaction_data->where('endorsement_no', $endorsement_data['endorsement_no']);
}
$policy_transaction_data = $policy_transaction_data
->where('action_type', $action_type_string)
->first();
if(empty($policy_transaction_data)){
$this->myLogger->logme("error", "Policy transaction data not found");
return ['status' => "Failed", 'message' => "Policy transaction data not found", 'data' => ['params' => $params]];
}
$pt_co_share_data = $this->PTCOShareDetailsModel->where('is_active', 1)->where('pt_id', $policy_transaction_data['id'])->findAll();
if(empty($pt_co_share_data)){
$this->myLogger->logme("error", "PT Co Share Table data not found");
}
$de_activated_pt_co_share_ids = [];
foreach ($pt_co_share_data as $key => $value) {
$this->PTCOShareDetailsModel->where('id', $value['id'])->set(['is_active' => 0])->update();
$de_activated_pt_co_share_ids[] = $value['id'];
}
$this->myLogger->logme("error", "De-activated pt_co_share_ids : ". json_encode($de_activated_pt_co_share_ids));
$update_return = $this->policyTransactionModel->where('id', $policy_transaction_data['id'])->set(['is_active' => 0])->update();
if($update_return){
$this->myLogger->logme("error", "Policy transaction data de-active successfully");
return ['status' => "Success", 'message' => "Policy transaction data Truncated successfully", 'data' => ['params' => $params]];
}else{
$this->myLogger->logme("error", "Failed to de-active policy transaction data");
return ['status' => "Success", 'message' => "Failed to truncated the policy transaction data", 'data' => ['params' => $params]];
}
} }
} }

14
app/Controllers/EmployeeController.php
View File

@ -1384,6 +1384,13 @@ class EmployeeController extends AdminController
$this->myLogger->logme('error', 'cash_deposite table updated -- cd transaction'); $this->myLogger->logme('error', 'cash_deposite table updated -- cd transaction');
} }
//this job for deactive policy transaction and pt co share table entry for BDS Sync
$r = Jobs::addJob(['job_name' => 'removeBDSPolicyTransactionEntryFromTruncate', 'payload' => [
'client_policy_id' => $client_policy_id ?? null,
'file_id' => $file_id ?? null,
'action_type' => $file['action'] ?? null,
]]);
}else{ }else{
$this->myLogger->logme('error', '---- There is no data to truncate ----'); $this->myLogger->logme('error', '---- There is no data to truncate ----');
@ -1534,6 +1541,13 @@ class EmployeeController extends AdminController
} }
//this job for deactive policy transaction and pt co share table entry for BDS Sync
$r = Jobs::addJob(['job_name' => 'removeBDSPolicyTransactionEntryFromTruncate', 'payload' => [
'client_policy_id' => $client_policy_id ?? null,
'file_id' => $file_id ?? null,
'action_type' => $file['action'] ?? null,
]]);
$this->myLogger->logme('error', 'SUCCESSFULLY TRUNCATED'); $this->myLogger->logme('error', 'SUCCESSFULLY TRUNCATED');
return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => 'success'], 200); return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => 'success'], 200);

15
app/Controllers/EmployeeServiceController.php
View File

@ -153,7 +153,7 @@ class EmployeeServiceController extends AdminController
'is_mandatory' => ['I', 'A', 'DA'], 'is_mandatory' => ['I', 'A', 'DA'],
'data_type' => 'str', 'data_type' => 'str',
'format' => null, 'format' => null,
'allowed_values' => null, 'allowed_values' => ['Self', 'Spouse', 'Son', 'Daughter', 'Father', 'Mother', 'Father in Law', 'Mother in Law'],
'custom' => 'check_relationship', 'custom' => 'check_relationship',
'params' => ['row', 'relationship', 'policy_terms'] 'params' => ['row', 'relationship', 'policy_terms']
], ],
@ -1587,9 +1587,17 @@ class EmployeeServiceController extends AdminController
{ {
$pre_rack_rate_name = $slab_value['rack_rate_name']; $pre_rack_rate_name = $slab_value['rack_rate_name'];
$rack_rate_json = json_decode($slab_value['additional_relationship'], true); $rack_rate_json = json_decode($slab_value['additional_relationship'], true);
$relationship_array_key = strtolower($employee['relationship']); $relationship_array_key = strtolower(trim($employee['relationship']));
if(array_key_exists($relationship_array_key, $rack_rate_json) && $rack_rate_json[ strtolower($employee['relationship']) ] != 0 && $rack_rate_json[ strtolower($employee['relationship']) ] != 'NA') if (in_array($relationship_array_key, ['son', 'daughter'])) {
$relationship_array_key = 'childrens';
} elseif (in_array($relationship_array_key, ['father', 'mother'])) {
$relationship_array_key = 'parents';
} elseif (in_array($relationship_array_key, ['father in law', 'mother in law', 'father-in-law', 'mother-in-law'])) {
$relationship_array_key = 'parents-in-law';
}
if(array_key_exists($relationship_array_key, $rack_rate_json) && $rack_rate_json[$relationship_array_key] != 0 && $rack_rate_json[$relationship_array_key] != 'NA')
{ {
$applicable_rack_rate_name = $slab_value['rack_rate_name']; $applicable_rack_rate_name = $slab_value['rack_rate_name'];
$applicable_rack_rate_master = $slab_value['grid_master']; $applicable_rack_rate_master = $slab_value['grid_master'];
@ -1623,6 +1631,7 @@ class EmployeeServiceController extends AdminController
} }
$this->fileModel->where('id', $file_id)->set(['status' => 'success','reason' => ''])->update(); $this->fileModel->where('id', $file_id)->set(['status' => 'success','reason' => ''])->update();
$this->myLogger->logme("error",'{file_id} uploaded success',['file_id' => $file_id]); $this->myLogger->logme("error",'{file_id} uploaded success',['file_id' => $file_id]);
//set success msg to pull notifications //set success msg to pull notifications

10
app/Controllers/JobWorker.php
View File

@ -127,6 +127,10 @@ class JobWorker extends AdminController
'type' => 'CC', // Handler Category 'type' => 'CC', // Handler Category
'handler' => 'App\Controllers\EmpDataServiceController', 'handler' => 'App\Controllers\EmpDataServiceController',
], ],
'removeBDSPolicyTransactionEntryFromTruncate' => [
'type' => 'CC', // Handler Category
'handler' => 'App\Controllers\EmpDataServiceController',
],
'employeesEnrollmentInsert' => [ 'employeesEnrollmentInsert' => [
'type' => 'CC', // Handler Category 'type' => 'CC', // Handler Category
'handler' => 'App\Controllers\EmployeeServiceController', 'handler' => 'App\Controllers\EmployeeServiceController',
@ -134,7 +138,11 @@ class JobWorker extends AdminController
'calculateMembersDemography' => [ 'calculateMembersDemography' => [
'type' => 'CC', // Handler Category 'type' => 'CC', // Handler Category
'handler' => 'App\Controllers\LeadsController', 'handler' => 'App\Controllers\LeadsController',
] ],
'updatePolicyTransactionDataWhileClinetPolicyUpdate' => [
'type' => 'CC', // Handler Category
'handler' => 'App\Controllers\ClientController',
],
]; ];

4
app/Helpers/excel_util_helper.php
View File

@ -1769,7 +1769,7 @@ if(!function_exists('check_dup_mobileno'))
{ {
foreach($existing_mobilenos as $k => $value) foreach($existing_mobilenos as $k => $value)
{ {
if ($row['12'] == $value['mobile']) { if (strtolower($row['5']) == 'self' && $row['12'] == $value['mobile']) {
return array('status' => false,'error' => "Duplicate Mobile No"); return array('status' => false,'error' => "Duplicate Mobile No");
// break; // break;
} }
@ -1784,7 +1784,7 @@ if(!function_exists('check_dup_email'))
{ {
foreach($existing_mobilenos as $k => $value) foreach($existing_mobilenos as $k => $value)
{ {
if ($row['13'] == $value['email_corporate']) { if (strtolower($row['5']) == 'self' && $row['13'] == $value['email_corporate']) {
return array('status' => false,'error' => "Duplicate Email"); return array('status' => false,'error' => "Duplicate Email");
// break; // break;
} }

1
app/Models/EndorsementModel.php
View File

@ -24,6 +24,7 @@ class EndorsementModel extends Model
'created_at', 'created_at',
'updated_by', 'updated_by',
'updated_at', 'updated_at',
'file_id',
'is_active' 'is_active'
]; ];

46
app/Views/newClientModal.php
View File

@ -149,8 +149,13 @@
// If GST is currently validating, wait for it to complete // If GST is currently validating, wait for it to complete
if (isGSTValidating) { if (isGSTValidating) {
if($('#Owner_type').val() == 1){
toastr.info('Please wait while we validate your GST number...', 'Validating'); toastr.info('Please wait while we validate your GST number...', 'Validating');
return; return;
}else if ($('#client_type').val() == 1){
toastr.info('Please wait while we validate your GST number...', 'Validating');
return;
}
} }
// If GST validation failed, prevent submission // If GST validation failed, prevent submission
@ -171,13 +176,29 @@
$('#aadhar').attr('data-parsley-required', 'false'); $('#aadhar').attr('data-parsley-required', 'false');
$('#aadhar').removeAttr('required'); $('#aadhar').removeAttr('required');
if($('#Owner_type').val() == 2){
$('#gst').removeAttr('required');
}
isClientFormSubmitting = true; isClientFormSubmitting = true;
var isValid = $('#client_form').parsley().validate(); var isValid = $('#client_form').parsley().validate();
if (!isValid) { if (!isValid) {
console.log('Form is Empty', 'Warning'); var emptyFieldIds = [];
return ;
$('#client_form').parsley().fields.forEach(function(field) {
if (!field.isValid()) {
var elem = field.$element;
var id = elem.attr('id') || elem.attr('name');
emptyFieldIds.push(id);
} }
});
console.log('Empty/Invalid Fields:', emptyFieldIds);
return;
}
form_action = '<?= base_url("util/createClientWithMinimalData"); ?>'; form_action = '<?= base_url("util/createClientWithMinimalData"); ?>';
@ -212,24 +233,22 @@
if(form_type != 1){ if(form_type != 1){
setTimeout(function(){ setTimeout(function(){
$('#client_id').val(res.client_id).change(); $('#client_id').val(res.client_id).change();
$('#client_id').prepend($('<option>', { $('#client_id').prepend($('<option>', {
value: 'add_client', value: 'add_client',
text: '+ Add Client' text: '+ Add Client'
})); }));
setTimeout(function(){ setTimeout(function(){
$('#client_branch_id').val(res.branch_id).change(); $('#client_branch_id').val(res.branch_id).change();
// try {
// setTimeout(function () {(res.branch_id)},1000);
// }catch (e) {
// console.error('Error calling getBranchData:', e); // optional logging
// }
}, 1000) }, 1000)
}, 2000) }, 2000)
}else{ }else{
toastr.error("Couldn't Add Client","Error"); console.log("Couldn't Add Client","Error");
} }
toastr.success(res.message, 'Success'); toastr.success(res.message, 'Success');
@ -249,7 +268,16 @@
$('#client_form').removeAttr('data-id'); $('#client_form').removeAttr('data-id');
// Load form data into #vehicle_form from localStorage // Load form data into #vehicle_form from localStorage
setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData"); setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData", res.client_id);
setTimeout(function(){
$('#owner').val(res.client_id).change();
$('#owner_branch').val(res.branch_id).change();
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, 2000)
} }
isClientFormSubmitting = false; isClientFormSubmitting = false;

13
app/Views/policy_transaction_inception_form.php
View File

@ -1315,10 +1315,12 @@ $(document).ready(function(){
$('#name').prop('required', false); $('#name').prop('required', false);
$('#mobile').prop('required', false); $('#mobile').prop('required', false);
$('#gst').prop('required', false); $('#gst').prop('required', false);
$('#email').prop('required', false);
$('#dob').prop('required', true); $('#dob').prop('required', true);
$('#phone').prop('required', true); $('#phone').prop('required', true);
$('#email').prop('required', true); $('#email2').prop('required', true);
$('#aadhar').prop('required', true); $('#aadhar').prop('required', true);
} else { } else {
@ -1332,10 +1334,11 @@ $(document).ready(function(){
$('#name').prop('required', true); $('#name').prop('required', true);
$('#mobile').prop('required', true); $('#mobile').prop('required', true);
$('#gst').prop('required', true); $('#gst').prop('required', true);
$('#email').prop('required', true);
$('#dob').prop('required', false); $('#dob').prop('required', false);
$('#phone').prop('required', false); $('#phone').prop('required', false);
$('#email').prop('required', false); $('#email2').prop('required', false);
$('#aadhar').prop('required', false); $('#aadhar').prop('required', false);
} }
@ -3601,10 +3604,11 @@ $('#client_type').change(function() {
$('#name').prop('required', false); $('#name').prop('required', false);
$('#mobile').prop('required', false); $('#mobile').prop('required', false);
$('#gst').prop('required', false); $('#gst').prop('required', false);
$('#email').prop('required', false);
$('#dob').prop('required', true); $('#dob').prop('required', true);
$('#phone').prop('required', true); $('#phone').prop('required', true);
$('#email').prop('required', true); $('#email2').prop('required', true);
$('#aadhar').prop('required', true); $('#aadhar').prop('required', true);
$('#owner_branch').prop('required', false); $('#owner_branch').prop('required', false);
@ -3627,10 +3631,11 @@ $('#client_type').change(function() {
$('#name').prop('required', true); $('#name').prop('required', true);
$('#mobile').prop('required', true); $('#mobile').prop('required', true);
$('#gst').prop('required', true); $('#gst').prop('required', true);
$('#email').prop('required', true);
$('#dob').prop('required', false); $('#dob').prop('required', false);
$('#phone').prop('required', false); $('#phone').prop('required', false);
$('#email').prop('required', false); $('#email2').prop('required', false);
$('#aadhar').prop('required', false); $('#aadhar').prop('required', false);
$('#owner_branch').prop('required', true); $('#owner_branch').prop('required', true);