MERGE_BDS_LEADS_CONTROLLER
This commit is contained in:
velz
commit
b6e66daa54
@ -8,4 +8,4 @@ From command propmt run the following cmds
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Run speeific method
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`>php vendor/bin/phpunit tests\unit\PremiumCalculationTest.php --filter testPremiumCalculationWithPrimaryRackRateAndAdditionalRackRate`
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`php vendor/bin/phpunit tests\unit\PremiumCalculationTest.php --filter testPremiumCalculationWithPrimaryRackRateAndAdditionalRackRate`
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@ -327,6 +327,9 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
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$routes->get('view_log/(:any)', 'EmployeeController::viewLog/$1');
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$routes->get('download_log/(:any)', 'EmployeeController::downloadLog/$1');
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$routes->post('checkDuplicateTableFieldValue', 'ClientController::checkDuplicateTableFieldValue');
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$routes->get('getCoShareStatementDetails/(:any)', 'PolicyTransactionController::getCoShareStatementDetails/$1');
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$routes->get('getClientPolicyDataBasedOnClientAndInsuer', 'PolicyTransactionController::getClientPolicyDataBasedOnClientAndInsuer');
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$routes->get('checkCDAmountForBasePremium', 'PolicyTransactionController::checkCDAmountForBasePremium');
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});
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$routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
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@ -3298,11 +3298,10 @@ class ClientController extends AdminController
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public function getClientAndBranchAndPolicy()
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{
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// ---------for client-----------------------------------------------------------------------------
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$clients = $this->clientModel->where('is_active', 1)->findAll();
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$vehicles = $this->vehicleModel
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->select('vehicle.*, clients.client_type')
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->join('clients', 'clients.id=vehicle.owner')
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->where('vehicle.is_active', 1)->findAll();
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$clientIds = array_column($clients, 'id');
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// Fetch branches in a single query
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@ -3311,6 +3310,29 @@ class ClientController extends AdminController
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->where('is_active', 1)
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->findAll();
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// -----------for vehicle ---------------------------------------------------------------------------
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$vehicles = $this->vehicleModel
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->select('vehicle.*, clients.client_type')
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->join('clients', 'clients.id=vehicle.owner')
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->where('vehicle.is_active', 1)->findAll();
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// -----------for Insurer ---------------------------------------------------------------------------
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//fetch all insurer data
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$insurers = $this->insurerModel->where('is_active', 1)->findAll();
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//map the insurer primary key to column
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$insurersIds = array_column($insurers, 'id');
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// Fetch insurer branches in a single query
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$insurerBranches = $this->insurerBranchModel
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->whereIn('insurer_id', $insurersIds)
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->where('is_active', 1)
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->findAll();
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// -----------for Policy ---------------------------------------------------------------------------
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// Fetch policies in a single query
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$policies = $this->clientPolicyModel
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->select("
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@ -3329,16 +3351,26 @@ class ClientController extends AdminController
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->where('client_policy.is_active', 1)
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->findAll();
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// --------------------------------------------------------------------------------------
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$branchList = [];
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$policyList = [];
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$policyListByClient = [];
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$unitList = [];
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$insurerBranchList = [];
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//for client branch mapping to the client
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foreach ($branches as $branch) {
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$branchList[$branch['client_id']][] = $branch;
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$unitList[$branch['id']][] = json_decode($branch['units']);
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}
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//for insurer branch mapping to the insurer
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foreach ($insurerBranches as $branch) {
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$insurerBranchList[$branch['insurer_id']][] = $branch;
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}
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//for client policy mapping to the branch and client
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foreach ($policies as $policy) {
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$policyList[$policy['client_branch_id']][] = $policy;
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$policyListByClient[$policy['client_id']][] = $policy;
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@ -3349,6 +3381,7 @@ class ClientController extends AdminController
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}
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}
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//get policy count
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foreach ($clients as &$client) {
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$client['client_policy_count'] = $policyCount[$client['id']] ?? 0;
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}
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@ -3361,6 +3394,8 @@ class ClientController extends AdminController
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'branch_data' => $branchList,
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'policy_data' => $policyList,
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'policyListByClient' => $policyListByClient,
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'insurer_data' => $insurers,
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'insurer_branch_data' => $insurerBranchList,
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'unit_data' => $unitList,
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], 200);
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} else {
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@ -3832,6 +3867,10 @@ class ClientController extends AdminController
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// $PolicyTransactionController = new PolicyTransactionController();
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// $res = $PolicyTransactionController->validateInsurerStatement(['file_id' => '36']);
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// $empServiceController = new EmployeeServiceController();
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// $res = $empServiceController->excelFileDataValidation(['file_id' => '319']);
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// dd($res);
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}
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// -------------------------------------------------------------------------------------------------------
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@ -3315,7 +3315,7 @@ class EmpDataServiceController extends BaseController
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$employee_policy_table_primaryKey[] = $result['emp_policy_primarykey']; //for cash deposite
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$employee_policy_table_data[] = array('id' => $result['emp_policy_primarykey'], 'date_of_exit' => $result['date_of_exit'], 'reason_for_exit' => $result['reason_for_exit'], 'status' => $result['status']);
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$employees_table_data[] = array('id' => $result['employees_id'], 'emp_status' => $result['status']);
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// $employees_table_data[] = array('id' => $result['employees_id'], 'emp_status' => $result['status']);
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$emp_endorsement_table_data[] = array('id' => $result['emp_endorsement_primarykey'], 'group_key' => $result['group_key'], 'endorsement_id' => $value[15], 'status' => 'complete');
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}
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@ -3329,9 +3329,9 @@ class EmpDataServiceController extends BaseController
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// Check if $employees_table_data is null or empty
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if (empty($employees_table_data)) {
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return ['status' => 'error', 'message' => 'Employees table data is empty or null.'];
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}
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// if (empty($employees_table_data)) {
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// return ['status' => 'error', 'message' => 'Employees table data is empty or null.'];
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// }
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// Check if $employee_policy_table_data is null or empty
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if (empty($employee_policy_table_data)) {
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@ -3343,7 +3343,7 @@ class EmpDataServiceController extends BaseController
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return ['status' => 'error', 'message' => 'Employee endorsement table data is empty or null.'];
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}
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$this->employeeModel->updateBatch($employees_table_data, 'id');
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// $this->employeeModel->updateBatch($employees_table_data, 'id');
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$this->employeePolicyModel->updateBatch($employee_policy_table_data, 'id');
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$this->employeePolicyModel->bulkUpdateForEndorsement($emp_endorsement_table_data);
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$this->storeEndorsementNumber($file_id, $endorsement_id);
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@ -174,6 +174,13 @@ class LeadsController extends BaseController
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{
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// print_r($data); die;
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$processedData = [];
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$uploadFilePath = WRITEPATH . 'uploads/lead_files/';
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// Get all uploaded files for 'file_name[]'
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$files = $this->request->getFileMultiple('file_name');
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// print_r($files); die;
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foreach($data['policy_type_id'] as $index => $value){
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@ -220,7 +227,21 @@ class LeadsController extends BaseController
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}else{
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$policy_end_date = null;
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}
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if(!empty($data['incurred_claims_date'][$index])){
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$incurred_claims_date = change_date_format($data['incurred_claims_date'][$index], 'd/m/Y', 'Y-m-d');
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}else{
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$incurred_claims_date = null;
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}
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if(!empty($data['premium_date'][$index])){
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$premium_date = change_date_format($data['premium_date'][$index], 'd/m/Y', 'Y-m-d');
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}else{
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$premium_date = null;
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}
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$file_name = file_Upload($files[$index], $uploadFilePath);
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$processedData[] = [
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'lead_type' => $data['lead_type'],
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'issuer' => $data['issuer'],
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@ -249,13 +270,36 @@ class LeadsController extends BaseController
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'policy_start_date' => $policy_start_date,
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'policy_end_date' => $policy_end_date,
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'no_of_lives' => $data['no_of_lives'][$index] ?? null,
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'claims' => $data['claims'][$index] ?? null,
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'incurred_claims' => $data['incurred_claims'][$index] ?? 0,
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'location' => $data['location'][$index] ?? null,
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'proposed_insurer_id' => $proposed_insurer_id ?? 0,
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'proposed_insurer_branch_id' => $proposed_insurer_branch_id ?? 0,
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'proposed_tpa_id' => $proposed_tpa_id ?? 0,
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'proposed_tpa_branch_id' => $proposed_tpa_branch_id ?? 0,
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'renewal_emp_count' => $data['renewal_emp_count'][$index] ?? 0,
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'renewal_dept_count' => $data['renewal_dept_count'][$index] ?? 0,
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'renewal_no_of_lives' => $data['renewal_no_of_lives'][$index] ?? 0,
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'incept_emp_count' => $data['incept_emp_count'][$index] ?? 0,
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'incept_dept_count' => $data['incept_dept_count'][$index] ?? 0,
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'incept_no_of_lives' => $data['incept_no_of_lives'][$index] ?? 0,
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'exp_emp_count' => $data['exp_emp_count'][$index] ?? 0,
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'exp_dept_count' => $data['exp_dept_count'][$index] ?? 0,
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'exp_no_of_lives' => $data['exp_no_of_lives'][$index] ?? 0,
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'incurred_claims_date' => $incurred_claims_date,
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'paid_claims' => $data['paid_claims'][$index] ?? 0,
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'outstanding_claims' => $data['outstanding_claims'][$index] ?? 0,
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'policy_run_days' => $data['policy_run_days'][$index] ?? 0,
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'premium_at_inception' => $data['premium_at_inception'][$index] ?? 0,
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'premium_date' => $premium_date,
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'earned_premium' => $data['earned_premium'][$index] ?? 0,
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'annualised_claims' => $data['annualised_claims'][$index] ?? 0,
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'incurred_claims_ratio' => $data['incurred_claims_ratio'][$index] ?? 0,
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'earned_claims_ratio' => $data['earned_claims_ratio'][$index] ?? 0,
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'file_name' => $file_name,
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'status' => $data['status'] ?? null,
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'notes' => $data['notes'] ?? null,
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];
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@ -337,13 +381,13 @@ class LeadsController extends BaseController
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$data['rfq_data'] = $this->RFQModel
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->where('lead_id', $id)
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->where('type', $type)
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// ->where('type', $type)
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->where('is_active', 1)
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->first();
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$data['rfq_count'] = $this->RFQModel
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->where('lead_id', $id)
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->where('type', 1)
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// ->where('type', 1)
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->where('is_active', 1)
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->countAllResults();
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@ -357,7 +401,7 @@ class LeadsController extends BaseController
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$data['lead_id'] = $id;
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$lead_data = $this->leadsModel
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->select('leads.*, policy_type.question_json')
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->select('leads.*, policy_type.question_json, policy_type.policy_type')
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->join('policy_type', 'leads.policy_type_id = policy_type.id')
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->where('leads.id', $id)
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->where('leads.is_active', 1)
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@ -381,6 +425,8 @@ class LeadsController extends BaseController
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}
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public function createRFQ(){
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// print_r($this->request->getPost('json')); die();
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$data = $this->request->getPost();
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$lead_id = $data['lead_id'];
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@ -464,7 +510,8 @@ class LeadsController extends BaseController
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{
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$rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
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// dd($rfq_data, $lead_id, $type);
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// dd($rfq_data, $lead_id, $type, $propsal_and_insurer);
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// print_r($propsal_and_insurer); die;
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$lead_data = [
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'Insured' => $rfq_data['client_name'],
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@ -475,11 +522,13 @@ class LeadsController extends BaseController
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$data = json_decode($rfq_data['json'], true);
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if($type == 2){
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$data = $this->convertJsonForQCR($data, 'stc');
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$data = $this->convertJsonForQCR($data, $type);
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if($propsal_and_insurer !== null){
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list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
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$data = $this->transformProposelData($data, $proposal_key, $insurer_key);
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}
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}else if($type == 1){
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$data = $this->convertJsonForQCR($data, $type);
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}
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$spreadsheet = new Spreadsheet();
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@ -771,11 +820,13 @@ class LeadsController extends BaseController
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//gather lead info
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$lead_data = $this->leadsModel
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->select('leads.*,policy_type.long_name,policy_type.policy_type,user_profiles.email as created_person_email')
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->join('policy_type', 'leads.policy_type_id = policy_type.id')
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->join('user_profiles', 'leads.created_by = user_profiles.id')
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->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
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->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
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->where('leads.id', $lead_id)
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->first();
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// print_r($lead_data ); die;
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$cc_mails = [];
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//get CC Mails
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@ -783,6 +834,7 @@ class LeadsController extends BaseController
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$cc_data = isset($params['cc']) ? $params['cc'] : "";
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$param_cc_mail = json_decode($cc_data, true);
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if (isset($param_cc_mail) && is_array($param_cc_mail) && count($param_cc_mail) > 0) {
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// Fetch user data where ID is in the param_cc_mail array
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$userData = $this->userModel
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@ -798,13 +850,13 @@ class LeadsController extends BaseController
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// print_r(json_encode($cc_mails)); die;
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// If no emails were found, return an error response
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if (empty($cc_mails)) {
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return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'No valid CC mail addresses found!'], 200);
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}
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// if (empty($cc_mails)) {
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// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'No valid CC mail addresses found!'], 200);
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// }
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} else {
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// Handle case where param_cc_mail is not valid
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return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'CC mail not found!'], 200);
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// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'CC mail not found!'], 200);
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}
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}
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@ -877,7 +929,12 @@ class LeadsController extends BaseController
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$data = [
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'proposel_data' => json_encode($lead_update_data),
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'status' => 'won'
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'status' => 'won',
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'placement_date' => change_date_format($params['placement_date'], 'd/m/Y', 'Y-m-d'),
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'utr_no' => $params['utr_no'],
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'premium_amount' => $params['premium_amount'],
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'total_amount' => $params['total_amount'],
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'cd_amount' => $params['cd_amount'],
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];
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$this->leadsModel->where('id', $lead_id)->set($data)->update();
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@ -919,7 +976,7 @@ class LeadsController extends BaseController
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}
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}
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function transformProposelData($data, $proposel, $insurer){
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public function transformProposelData($data, $proposel, $insurer){
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// print_r($data['premium_data']['data']); die;
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@ -1027,14 +1084,17 @@ class LeadsController extends BaseController
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}
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function convertJsonForQCR($json, $type)
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public function convertJsonForQCR($json, $type)
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{
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if ($json) {
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// Deep copy of JSON
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$first_json = json_decode(json_encode($json), true);
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// dd($first_json);
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// Column-wise Check: Remove headers and relevant data if qcr == 0
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foreach ($json['proposal_data']['over_all_column_data'] as $proposalKey => $proposalData) {
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if ($proposalData['stc'] == 0 || $proposalData['stc'] === false) {
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// Remove matching parentHeader in headers
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foreach ($first_json['table_data']['headers'] as $index => $header) {
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@ -1053,7 +1113,7 @@ class LeadsController extends BaseController
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// Remove proposalKey from over_all_column_data
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unset($first_json['proposal_data']['over_all_column_data'][$proposalKey]);
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if($type == 'stc'){
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if($type == 2){
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// Remove proposalKey from premium_data
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unset($first_json['premium_data']['data'][$proposalKey]);
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}
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@ -1080,7 +1140,7 @@ class LeadsController extends BaseController
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// Remove insurer from proposal's insurers array
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unset($first_json['proposal_data']['over_all_column_data'][$proposalKey]['insurers'][$insurerIndex]);
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if($type == 'stc'){
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if($type == 2){
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unset($first_json['premium_data']['data'][$proposalKey][$insurer['display_name']]);
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}
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}
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@ -1386,4 +1446,11 @@ class LeadsController extends BaseController
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}
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//------------------------------------------------------------------------------------------------
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public function transformMailContent()
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{
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}
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}
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@ -1502,25 +1502,34 @@ class MasterController extends AdminController
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}
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public function duplicateTemplate($template_id, $event_name)
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// Duplicate the insuer same policy type other events template
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public function duplicateTemplate($template_id, $event_name, $insurer_id)
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{
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// Fetch the template data based on the provided ID and ensure it is active
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$insurer_template_data = $this->insurerTemplateModel->where('id', $template_id)
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->where('is_active', 1)
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->first();
|
||||
->where('is_active', 1)
|
||||
->first();
|
||||
|
||||
// Check if the event name matches the existing template's event name
|
||||
$insurer_template_data_check_duplicate = $this->insurerTemplateModel
|
||||
->where('insurer_id', $insurer_id)
|
||||
->where('event_name', $event_name)
|
||||
->where('policy_type_id', $insurer_template_data['policy_type_id'])
|
||||
->where('is_active', 1)
|
||||
->findAll();
|
||||
|
||||
//if the template already exist than return the message
|
||||
if (!empty($insurer_template_data_check_duplicate) && count($insurer_template_data_check_duplicate) > 0) {
|
||||
return $this->respond([
|
||||
'status' => false,
|
||||
'message' => 'Template with the same event already exists.',
|
||||
'data' => $insurer_template_data_check_duplicate
|
||||
]);
|
||||
}
|
||||
|
||||
|
||||
if ($insurer_template_data) {
|
||||
|
||||
// Check if the event name matches the existing template's event name
|
||||
if ($insurer_template_data['event_name'] == $event_name) {
|
||||
return $this->respond([
|
||||
'status' => false,
|
||||
'message' => 'Template with the same event already exists.',
|
||||
'data' => $insurer_template_data
|
||||
]);
|
||||
}
|
||||
|
||||
|
||||
// Prepare data for insertion as a duplicate
|
||||
$data_to_insert = [
|
||||
"insurer_id" => $insurer_template_data['insurer_id'],
|
||||
@ -1531,28 +1540,28 @@ class MasterController extends AdminController
|
||||
"created_by" => get_session_user(),
|
||||
"is_active" => 1,
|
||||
];
|
||||
|
||||
|
||||
// Insert the duplicate template data
|
||||
$insert_result = $this->insurerTemplateModel->insert($data_to_insert);
|
||||
|
||||
|
||||
if ($insert_result) {
|
||||
return $this->respond([
|
||||
'status' => true,
|
||||
'message' => 'Template duplicated successfully.',
|
||||
'status' => true,
|
||||
'message' => 'Template duplicated successfully.',
|
||||
'data' => $insurer_template_data
|
||||
]);
|
||||
} else {
|
||||
return $this->respond([
|
||||
'status' => false,
|
||||
'message' => 'Failed to duplicate template.',
|
||||
'status' => false,
|
||||
'message' => 'Failed to duplicate template.',
|
||||
'data' => $insurer_template_data
|
||||
]);
|
||||
}
|
||||
} else {
|
||||
// No matching active template found
|
||||
return $this->respond([
|
||||
'status' => false,
|
||||
'message' => 'No active template data found.',
|
||||
'status' => false,
|
||||
'message' => 'No active template data found.',
|
||||
'data' => null
|
||||
]);
|
||||
}
|
||||
@ -1674,6 +1683,7 @@ class MasterController extends AdminController
|
||||
'template_bg' => ROOTPATH . 'public/uploads/template_bg/',
|
||||
'attachments' => WRITEPATH . 'uploads/attachments/',
|
||||
'sample_import_excel' => ROOTPATH . 'public/sample_import_excel',
|
||||
'lead_files' => WRITEPATH . 'uploads/lead_files/',
|
||||
];
|
||||
|
||||
foreach ($folders as $folderName => $folderPath) {
|
||||
|
||||
@ -31,7 +31,6 @@ use App\Models\InsurerStatements;
|
||||
use App\Models\InvPaymentDetailsModel;
|
||||
use App\Models\BatchFileModel;
|
||||
use App\Models\FileModel;
|
||||
use App\Models\COShareStmtDetailsModel;
|
||||
use Kint;
|
||||
|
||||
class PolicyTransactionController extends BaseController
|
||||
@ -63,7 +62,6 @@ class PolicyTransactionController extends BaseController
|
||||
protected $invPaymentDetailsModel;
|
||||
protected $batchFileModel;
|
||||
protected $filesModel;
|
||||
protected $coShareStmtDetailsModel;
|
||||
|
||||
public function __construct()
|
||||
{
|
||||
@ -93,12 +91,11 @@ class PolicyTransactionController extends BaseController
|
||||
$this->invPaymentDetailsModel = new InvPaymentDetailsModel();
|
||||
$this->batchFileModel = new BatchFileModel();
|
||||
$this->filesModel = new FileModel();
|
||||
$this->coShareStmtDetailsModel = new COShareStmtDetailsModel();
|
||||
$this->invoiceStatus = [
|
||||
'pending' => 'Pending',
|
||||
'generated' => 'Generated',
|
||||
'sent' => 'Sent',
|
||||
'payment_received' => 'Payment<br> Received',
|
||||
'payment_received' => 'Payment Received',
|
||||
];
|
||||
}
|
||||
|
||||
@ -182,6 +179,7 @@ class PolicyTransactionController extends BaseController
|
||||
|
||||
// Fetch additional data
|
||||
$data['client'] = $this->clientModel->where('is_active', 1)->findAll();
|
||||
$data['client_branch'] = $this->clientBranchModel->where('is_active', 1)->findAll();
|
||||
$data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
|
||||
$data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
|
||||
$data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
|
||||
@ -476,6 +474,7 @@ class PolicyTransactionController extends BaseController
|
||||
'created_by' => get_session_userid() ?? null,
|
||||
'updated_by' => get_session_userid() ?? null,
|
||||
'id' => $data['co_share_id'][$index] ?? null, // Assuming this is the ID to identify existing records
|
||||
'follower_policy_no' => $data['follower_policy_no'][$index] ?? null, // Assuming this is the ID to identify existing records
|
||||
];
|
||||
}
|
||||
|
||||
@ -789,10 +788,24 @@ class PolicyTransactionController extends BaseController
|
||||
->findAll();
|
||||
|
||||
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel
|
||||
->where('pt_id', $id)
|
||||
->where('is_active', 1)
|
||||
->orderBy('id', 'asc')
|
||||
->findAll();
|
||||
->select("
|
||||
pt_co_share_details.*,
|
||||
|
||||
(
|
||||
SELECT
|
||||
COUNT(*)
|
||||
FROM
|
||||
co_share_stmt_details
|
||||
WHERE
|
||||
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
||||
AND co_share_stmt_details.is_active = 1
|
||||
) AS record_count
|
||||
")
|
||||
->where('pt_id', $id)
|
||||
->where('is_active', 1)
|
||||
->orderBy('id', 'asc')
|
||||
->findAll();
|
||||
|
||||
$data['emp_data'] = $this->employeeModel
|
||||
->select('employees.*, employee_polices.id as emp_policy_id')
|
||||
->join('employee_polices', 'employees.id = employee_polices.employee_id', 'left')
|
||||
@ -1332,8 +1345,8 @@ class PolicyTransactionController extends BaseController
|
||||
|
||||
//---------------------------------------------------------------------------------------------------
|
||||
|
||||
//get BDS Reports data
|
||||
public function reportBDS()
|
||||
//get BDS Reports data old function
|
||||
public function reportBDSOld()
|
||||
{
|
||||
|
||||
$data['page_name'] = 'BDS Report';
|
||||
@ -1393,6 +1406,81 @@ class PolicyTransactionController extends BaseController
|
||||
$this->loadLayout('report_bds_filter', $data);
|
||||
}
|
||||
|
||||
//get BDS Reports data New Function
|
||||
public function reportBDS()
|
||||
{
|
||||
|
||||
$data['page_name'] = 'BDS Report';
|
||||
|
||||
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
|
||||
$data['client_type'] = [1 => 'Group', 2 => 'Individual'];
|
||||
$data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
|
||||
$data['policy_status'] = [
|
||||
'pending' => 'Pending',
|
||||
'exported_to_insurer' => 'Exported to Insurer',
|
||||
'imported_from_insurer' => 'Imported from Insurer',
|
||||
'exported_to_tpa' => 'Exported to TPA',
|
||||
'imported_from_tpa' => 'Imported from TPA',
|
||||
'completed' => 'Completed'
|
||||
];
|
||||
$data['invoice_status_array'] = [
|
||||
'yet_to_generate' => 'Yet to Generate',
|
||||
'generated' => 'Generated',
|
||||
'send' => 'Send',
|
||||
'recived' => 'Recived',
|
||||
];
|
||||
$data['date_type'] = [
|
||||
'policy_issue_date' => 'Policy Issue Date',
|
||||
'policy_start_date' => 'Policy Start Date',
|
||||
'policy_end_date' => 'Policy End Date',
|
||||
'data_received_date' => 'Data Received Date',
|
||||
'closure_date' => 'Closure Date',
|
||||
'statement_month' => 'Statement Month',
|
||||
];
|
||||
|
||||
$data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
|
||||
$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
|
||||
$data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
|
||||
|
||||
//filter datas
|
||||
$start_date = $this->request->getGet('start_date');
|
||||
$end_date = $this->request->getGet('end_date');
|
||||
$client_id = $this->request->getGet('client_id');
|
||||
$insurer_id = $this->request->getGet('insurer_id');
|
||||
$policy_type_id = $this->request->getGet('policy_type_id');
|
||||
$date_type = $this->request->getGet('date_type');
|
||||
$issuer = $this->request->getGet('issuer');
|
||||
$client_branch_id = $this->request->getGet('client_branch_id');
|
||||
$insurer_branch_id = $this->request->getGet('insurer_branch_id');
|
||||
$client_policy_id = $this->request->getGet('client_policy_id');
|
||||
|
||||
if($date_type == 'statement_month'){
|
||||
$start_date = (string)date('Y-m-01', strtotime($start_date));
|
||||
$end_date = (string)date('Y-m-31', strtotime($end_date));
|
||||
}
|
||||
|
||||
// dd($start_date, $end_date, $date_type);
|
||||
|
||||
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
|
||||
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
|
||||
|
||||
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
|
||||
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
|
||||
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
|
||||
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
|
||||
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
|
||||
$client_branch_id = (!isset($client_branch_id) || $client_branch_id === '' || $client_branch_id === null) ? 0 : $client_branch_id;
|
||||
$insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
|
||||
$client_policy_id = (!isset($client_policy_id) || $client_policy_id === '' || $client_policy_id === null) ? 0 : $client_policy_id;
|
||||
|
||||
|
||||
//Actual data for the list
|
||||
$data['report_list'] = $this->policyTransactionModel->getBDSReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id);
|
||||
// dd($data['report_list']);
|
||||
|
||||
$this->loadLayout('report_bds_filter', $data);
|
||||
}
|
||||
|
||||
public function reportVarience()
|
||||
{
|
||||
$data['page_name'] = 'Variance Report';
|
||||
@ -1417,6 +1505,10 @@ class PolicyTransactionController extends BaseController
|
||||
$policy_type_id = $this->request->getGet('policy_type_id');
|
||||
$date_type = $this->request->getGet('date_type');
|
||||
$issuer = $this->request->getGet('issuer');
|
||||
$client_branch_id = $this->request->getGet('client_branch_id');
|
||||
$insurer_branch_id = $this->request->getGet('insurer_branch_id');
|
||||
$client_policy_id = $this->request->getGet('client_policy_id');
|
||||
|
||||
|
||||
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
|
||||
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
|
||||
@ -1427,7 +1519,12 @@ class PolicyTransactionController extends BaseController
|
||||
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
|
||||
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
|
||||
|
||||
$data['varience_list'] = $this->policyTransactionModel->getVarienceReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
|
||||
$client_branch_id = (!isset($client_branch_id) || $client_branch_id === '' || $client_branch_id === null) ? 0 : $client_branch_id;
|
||||
$insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
|
||||
$client_policy_id = (!isset($client_policy_id) || $client_policy_id === '' || $client_policy_id === null) ? 0 : $client_policy_id;
|
||||
|
||||
|
||||
$data['varience_list'] = $this->policyTransactionModel->getVarienceReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id);
|
||||
$this->loadLayout('variance_report_list', $data);
|
||||
|
||||
}
|
||||
@ -1534,17 +1631,20 @@ class PolicyTransactionController extends BaseController
|
||||
$end_date = $this->request->getGet('end_date');
|
||||
$client_id = $this->request->getGet('client_id');
|
||||
$insurer_id = $this->request->getGet('insurer_id');
|
||||
$insurer_branch_id = $this->request->getGet('insurer_branch_id');
|
||||
$policy_type_id = $this->request->getGet('policy_type_id');
|
||||
$date_type = $this->request->getGet('date_type');
|
||||
$issuer = $this->request->getGet('issuer');
|
||||
|
||||
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : change_date_format($start_date,'d-m-Y','Y-m-01');
|
||||
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : change_date_format($end_date,'d-m-Y','Y-m-31');
|
||||
// dd([$start_date,$end_date]);
|
||||
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
|
||||
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
|
||||
|
||||
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
|
||||
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
|
||||
$insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
|
||||
|
||||
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
|
||||
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
|
||||
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
|
||||
|
||||
$data['outstanting_list'] = $this->policyTransactionModel->getOutstandingReportLIst($start_date, $end_date,$insurer_id, $insurer_branch_id);
|
||||
$data['outstanting_list'] = $this->policyTransactionModel->getOutstandingReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
|
||||
// dd($this->policyTransactionModel->getLastQuery());
|
||||
// dd($data);
|
||||
$this->loadLayout('outstanding_report_list', $data);
|
||||
@ -1556,7 +1656,7 @@ class PolicyTransactionController extends BaseController
|
||||
//insurer statement list page
|
||||
public function statementList()
|
||||
{
|
||||
// dd($this->updateInsurerStatement(['file_id' => 59]));
|
||||
// dd($this->validateInsurerStatement(['file_id' => 30]));
|
||||
// $data['insurers'] = $this->insurerModel->where('is_active',1)->findAll();
|
||||
$today = date('Y-m-d');
|
||||
$fromday = $from_date = date('Y-m-d', strtotime('-60 days', strtotime($today)));
|
||||
@ -1576,7 +1676,7 @@ class PolicyTransactionController extends BaseController
|
||||
WHERE pt_co_share_details.is_active = 1
|
||||
AND pt_co_share_details.statement_id = insurer_statements.id
|
||||
) AS exp_inv_amt,
|
||||
(SELECT SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds) + SUM(inv_payment_details.gst)
|
||||
(SELECT SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)
|
||||
FROM inv_payment_details
|
||||
WHERE inv_payment_details.is_active = 1
|
||||
AND inv_payment_details.statement_id = insurer_statements.id
|
||||
@ -1649,10 +1749,9 @@ class PolicyTransactionController extends BaseController
|
||||
$month = $month.'-01';
|
||||
// print_r($month);die;
|
||||
$month = change_date_format($month,'Y-M-d','Y-m-d');
|
||||
$stmt_sno = $this->request->getPost('statement_no');
|
||||
// print_r($month);die;
|
||||
|
||||
$file_id = $this->insurerStatements->insert(['insurer_id' => $insurer_id, 'branch_id' => $branch_id, 'file_name' => $filename,'month' => $month, 'created_by' => $loggedInUserID,'stmt_sno' => $stmt_sno]); //here field policy_id have client_policy_id and not policy id from policy master
|
||||
$file_id = $this->insurerStatements->insert(['insurer_id' => $insurer_id, 'branch_id' => $branch_id, 'file_name' => $filename,'month' => $month, 'created_by' => $loggedInUserID]); //here field policy_id have client_policy_id and not policy id from policy master
|
||||
$this->myLogger->logme("error", '{file_id} statement uploaded success', ['file_id' => $file_id]);
|
||||
|
||||
//validate file
|
||||
@ -1740,11 +1839,11 @@ class PolicyTransactionController extends BaseController
|
||||
unset($excel_data[0]);
|
||||
// Kint::dump($excel_data);
|
||||
//get no of line items and update in DB
|
||||
$line_items = 0;
|
||||
$line_items = count($excel_data);
|
||||
// get uploaded month transactions data
|
||||
$source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(insurer_id:$file['insurer_id'],insurer_branch_id:$file['branch_id']);
|
||||
$source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(month:$month,year:$year,insurer_id:$file['insurer_id'],insurer_branch_id:$file['branch_id']);
|
||||
// var_dump($source_data);die();
|
||||
// print_rr($this->db->getLastQuery()->getQuery);die();
|
||||
// Kint::dump($source_data);//die();
|
||||
|
||||
|
||||
// check policy no,insurer and etc in DB for this month
|
||||
@ -1766,9 +1865,7 @@ class PolicyTransactionController extends BaseController
|
||||
$source_endorsement_no = $source_row['endorsement_no'] !== null ? $source_row['endorsement_no'] : "";
|
||||
if( ($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no && change_date_format($policy_start_date,'d-m-Y','Y-m-d') == $source_row['policy_start_date'] && change_date_format($policy_end_date,'d-m-Y','Y-m-d') == $source_row['policy_end_date'] && $client_name == $source_row['client_name'])
|
||||
{
|
||||
|
||||
$is_source_found = 1;
|
||||
$line_items = $line_items + 1;
|
||||
unset($source_data[$source_key]);
|
||||
continue 2;
|
||||
}
|
||||
@ -1845,7 +1942,7 @@ class PolicyTransactionController extends BaseController
|
||||
//get no of line items and update in DB
|
||||
$line_items = count($excel_data);
|
||||
// get uploaded month transactions data
|
||||
$source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(insurer_id:$file['insurer_id'],insurer_branch_id:$file['branch_id']);
|
||||
$source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(month:$month,year:$year,insurer_id:$file['insurer_id'],insurer_branch_id:$file['branch_id']);
|
||||
// Kint::dump($source_data);die;
|
||||
// Kint::dump($excel_data);
|
||||
|
||||
@ -1937,7 +2034,7 @@ class PolicyTransactionController extends BaseController
|
||||
//find variance
|
||||
$variance_amt = $source_row['exp_amt'] - $total_amt;
|
||||
|
||||
$data_to_update[] = ['co_share_id' => $source_row['id'],'actual_bp_amt' => $actual_bp_amt,'actual_tp_amt' => $actual_tp_amt,'actual_tep_amt' => $actual_tep_amt,'actual_bp_per' => $actual_bp_per,'actual_tp_per' => $actual_tp_per,'actual_tep_per' => $actual_tep_per,'variance' => $variance_amt,'actual_tep_brokerage_amt' => $actual_tep_brokerage,'actual_tp_brokerage_amt' => $actual_tp_brokerage,'actual_bp_brokerage_amt' => $actual_bp_brokerage,'reward' => trim($excel_row[15]),'statement_id' => $file_id];
|
||||
$data_to_update[] = ['id' => $source_row['id'],'actual_bp_amt' => $actual_bp_amt,'actual_tp_amt' => $actual_tp_amt,'actual_tep_amt' => $actual_tep_amt,'actual_bp_per' => $actual_bp_per,'actual_tp_per' => $actual_tp_per,'actual_tep_per' => $actual_tep_per,'variance' => $variance_amt,'actual_tep_brokerage_amt' => $actual_tep_brokerage,'actual_tp_brokerage_amt' => $actual_tp_brokerage,'actual_bp_brokerage_amt' => $actual_bp_brokerage,'reward' => trim($excel_row[15]),'statement_id' => $file_id];
|
||||
|
||||
unset($source_data[$source_key]);
|
||||
continue 2;
|
||||
@ -1947,7 +2044,7 @@ class PolicyTransactionController extends BaseController
|
||||
}
|
||||
}
|
||||
// dd($data_to_update);
|
||||
$this->coShareStmtDetailsModel->insertBatch($data_to_update, 'id');
|
||||
$this->PTCOShareDetailsModel->updateBatch($data_to_update, 'id');
|
||||
// dd($data_to_update);
|
||||
// if($error_data['error_code'])
|
||||
// {
|
||||
@ -1969,25 +2066,8 @@ class PolicyTransactionController extends BaseController
|
||||
->where('is_active',1)
|
||||
->get()
|
||||
->getResultArray();
|
||||
|
||||
if(!$inv_details['invoice_value'])
|
||||
{
|
||||
$stmt_level_value = $this->coShareStmtDetailsModel->select('sum(actual_tep_brokerage_amt) + sum(actual_tp_brokerage_amt) + sum(actual_bp_brokerage_amt) + sum(reward) as invoice_value')
|
||||
->where('statement_id',$statement_id)
|
||||
->groupBy('statement_id')
|
||||
->get()
|
||||
->getResultArray();
|
||||
// print_r($stmt_level_value);
|
||||
if($stmt_level_value && count($stmt_level_value) && isset($stmt_level_value[0]))
|
||||
{
|
||||
$inv_details['invoice_value'] = $stmt_level_value[0]['invoice_value'];
|
||||
}
|
||||
}
|
||||
// ~dd($inv_details);
|
||||
$data = [ 'invoice_status' => $inv_details['invoice_status'],
|
||||
'gst_per' => $inv_details['gst_per'],
|
||||
'invoice_value' => $inv_details['invoice_value'],
|
||||
'gst_value' => $inv_details['gst_value'],
|
||||
'invoice_no' => $inv_details['invoice_no'],
|
||||
'invoice_amount' => $inv_details['invoice_amount'],
|
||||
'invoice_date' => isset($inv_details['invoice_date']) ? change_date_format($inv_details['invoice_date'],'Y-m-d','d/m/Y') : null ];
|
||||
@ -2009,9 +2089,6 @@ class PolicyTransactionController extends BaseController
|
||||
$invoiceNo = $jsonData['invoice_no'];
|
||||
$invoiceDate = change_date_format($jsonData['invoice_date'],'d/m/Y','Y-m-d');
|
||||
$invoice_amount = $jsonData['invoice_amount'];
|
||||
$invoice_value = $jsonData['invoice_value'];
|
||||
$gst_per = $jsonData['invoice_gst_per'];
|
||||
$gst_value = $jsonData['invoice_gst'];
|
||||
|
||||
//Update statement table
|
||||
$parentData = [
|
||||
@ -2019,9 +2096,6 @@ class PolicyTransactionController extends BaseController
|
||||
'invoice_no' => $invoiceNo,
|
||||
'invoice_date' => $invoiceDate,
|
||||
'invoice_amount' => $invoice_amount,
|
||||
'gst_per' => $gst_per,
|
||||
'gst_value' => $gst_value,
|
||||
'invoice_value' => $invoice_value,
|
||||
'updated_by' => get_session_userid()
|
||||
];
|
||||
|
||||
@ -2033,7 +2107,6 @@ class PolicyTransactionController extends BaseController
|
||||
$receivedAmounts = $jsonData['received_amount'];
|
||||
$utrNos = $jsonData['utr_no'];
|
||||
$tdsTotal = $jsonData['tds'];
|
||||
$gstTotal = $jsonData['gst_amount'];
|
||||
$paymentDates = $jsonData['payment_date'];
|
||||
$pks = $jsonData['pk'];
|
||||
|
||||
@ -2041,7 +2114,6 @@ class PolicyTransactionController extends BaseController
|
||||
$pk = $pks[$index]; // Get the pk for the current record
|
||||
$utrNo = $utrNos[$index];
|
||||
$tds = $tdsTotal[$index];
|
||||
$gst = $gstTotal[$index];
|
||||
$paymentDate = $paymentDates[$index];
|
||||
|
||||
// Prepare data for insert/update
|
||||
@ -2049,7 +2121,6 @@ class PolicyTransactionController extends BaseController
|
||||
'inv_amt' => $receivedAmount,
|
||||
'utr_no' => $utrNo,
|
||||
'tds' => $tds,
|
||||
'gst' => $gst,
|
||||
'received_date' => change_date_format($paymentDate,'d/m/Y','Y-m-d'),
|
||||
'statement_id' => $hiddenStatementId
|
||||
];
|
||||
@ -2150,44 +2221,142 @@ class PolicyTransactionController extends BaseController
|
||||
|
||||
}
|
||||
|
||||
public function getInsurerStatementMonth()
|
||||
//---------------------------------------------------------------------------------------------------
|
||||
|
||||
public function getCoShareStatementDetails($pt_id)
|
||||
{
|
||||
$insurer_id = $this->request->getGet('insurer_id');
|
||||
$month = $this->request->getGet('month');
|
||||
// echo $month;
|
||||
$insurer_branch_id = explode('-',$insurer_id)[1];
|
||||
$insurer_id = explode('-',$insurer_id)[0];
|
||||
$month = $month.'-01';
|
||||
$month = change_date_format($month,'Y-M-d','Y-m-d');
|
||||
// echo $month;
|
||||
if (!$pt_id) {
|
||||
return $this->respond([
|
||||
'status' => false,
|
||||
'code' => 400,
|
||||
'message' => 'No data found'
|
||||
], 200);
|
||||
}
|
||||
|
||||
$res_data = $this->insurerStatements
|
||||
->where('insurer_id',$insurer_id)
|
||||
->where('branch_id',$insurer_branch_id)
|
||||
->where('month', $month)
|
||||
->where('is_active', 1)
|
||||
->where('file_status', 'success')
|
||||
->findAll();
|
||||
// Fetch data from the database
|
||||
$data = db_connect()->table("co_share_stmt_details")
|
||||
->select("
|
||||
co_share_stmt_details.*,
|
||||
insurer_statements.month,
|
||||
insurer_statements.invoice_status,
|
||||
insurer_statements.invoice_date,
|
||||
insurer_statements.invoice_no,
|
||||
insurer_statements.invoice_amount,
|
||||
insurer_statements.stmt_sno,
|
||||
(co_share_stmt_details.actual_bp_amt + co_share_stmt_details.actual_tp_amt + co_share_stmt_details.actual_tep_amt) AS sum_of_actual_amt
|
||||
")
|
||||
->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id')
|
||||
->where([
|
||||
'co_share_stmt_details.is_active' => 1,
|
||||
'insurer_statements.is_active' => 1,
|
||||
'co_share_stmt_details.co_share_id' => $pt_id
|
||||
])
|
||||
->get()
|
||||
->getResultArray();
|
||||
|
||||
return $this->respond(['dataStatus' => true, 'code' => 200,'data' => $res_data], 200);
|
||||
// Check if data exists before formatting
|
||||
if ($data) {
|
||||
|
||||
foreach ($data as &$row) {
|
||||
// Check if invoice_date is not null before formatting
|
||||
$row['invoice_date'] = $row['invoice_date'] ? change_date_format($row['invoice_date'], 'Y-m-d', 'd/m/Y') : null;
|
||||
|
||||
}
|
||||
// Check if month is not null before formatting
|
||||
$row['month'] = $row['month'] ? change_date_format($row['month'], 'Y-m-d', 'M-Y') : null;
|
||||
}
|
||||
|
||||
public function deleteStatement($id)
|
||||
{
|
||||
// echo $id;die();
|
||||
$this->coShareStmtDetailsModel->where('statement_id',$id)
|
||||
->set(['is_active' => 0])
|
||||
->update();
|
||||
$this->invPaymentDetailsModel->where('statement_id',$id)
|
||||
->set(['is_active' => 0])
|
||||
->update();
|
||||
$this->insurerStatements->where('id',$id)
|
||||
->set(['is_active' => 0])
|
||||
->update();
|
||||
return $this->respond(['dataStatus' => true, 'code' => 200], 200);
|
||||
return $this->respond([
|
||||
'status' => true,
|
||||
'code' => 200,
|
||||
'data' => $data
|
||||
], 200);
|
||||
} else {
|
||||
return $this->respond([
|
||||
'status' => false,
|
||||
'code' => 400,
|
||||
'message' => 'No data found'
|
||||
], 200);
|
||||
}
|
||||
}
|
||||
|
||||
}
|
||||
public function getClientPolicyDataBasedOnClientAndInsuer()
|
||||
{
|
||||
|
||||
$client_id = $this->request->getGet('client_id') ?? 0;
|
||||
$client_branch_id = $this->request->getGet('client_branch_id') ?? 0;
|
||||
$insurer_id = $this->request->getGet('insurer_id') ?? 0;
|
||||
$insurer_branch_id = $this->request->getGet('insurer_branch_id') ?? 0;
|
||||
$policy_type_id = $this->request->getGet('policy_type_id') ?? 0;
|
||||
|
||||
$builder = db_connect()->table("client_policy")
|
||||
->select("
|
||||
client_policy.*,
|
||||
policy_type.policy_type,
|
||||
")
|
||||
->join('policy_type', 'client_policy.policy_type_id = policy_type.id')
|
||||
->where([
|
||||
'client_policy.is_active' => 1,
|
||||
]);
|
||||
|
||||
if (!empty($client_id)) {
|
||||
$builder->where('client_policy.client_id', $client_id);
|
||||
}
|
||||
if (!empty($client_branch_id)) {
|
||||
$builder->where('client_policy.client_branch_id', $client_branch_id);
|
||||
}
|
||||
if (!empty($insurer_id)) {
|
||||
$builder->where('client_policy.insurer_id', $insurer_id);
|
||||
}
|
||||
if (!empty($insurer_branch_id)) {
|
||||
$builder->where('client_policy.insurer_branch_id', $insurer_branch_id);
|
||||
}
|
||||
if (!empty($policy_type_id)) {
|
||||
$builder->where('client_policy.policy_type_id', $policy_type_id);
|
||||
}
|
||||
|
||||
$result = $builder->get()->getResultArray();
|
||||
|
||||
if ($result) {
|
||||
return $this->respond(['status' => true,'code' => 200,'data' => $result, 'getData' => $this->request->getGet()], 200);
|
||||
} else {
|
||||
return $this->respond(['status' => false,'code' => 400,'message' => 'No data found'], 200);
|
||||
}
|
||||
}
|
||||
|
||||
public function checkCDAmountForBasePremium()
|
||||
{
|
||||
$base_premium = $this->request->getGet('base_premium') ?? 0;
|
||||
$cd_ac_no = $this->request->getGet('cd_ac_no') ?? 0;
|
||||
|
||||
// Validate inputs
|
||||
if (empty($cd_ac_no)) {
|
||||
return $this->respond(['status' => false, 'code' => 400, 'message' => 'CD Account Number is required'], 200);
|
||||
}
|
||||
|
||||
// Build query
|
||||
$db = db_connect();
|
||||
$builder = $db->table("cash_deposit")
|
||||
->where('cd_ac_no', $cd_ac_no)
|
||||
->where('is_active', 1)
|
||||
->orderBy('id', 'desc')
|
||||
->limit(1);
|
||||
|
||||
$result = $builder->get()->getRowArray();
|
||||
|
||||
if ($result) {
|
||||
// Check if base premium exceeds balance
|
||||
$base_premium_greater_than_balance = $base_premium > $result['balance'];
|
||||
|
||||
return $this->respond([
|
||||
'status' => true,
|
||||
'code' => 200,
|
||||
'data' => $result,
|
||||
'base_premium_greater_than_balance' => $base_premium_greater_than_balance,
|
||||
], 200);
|
||||
}
|
||||
|
||||
return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found for this CD'], 200);
|
||||
}
|
||||
|
||||
|
||||
}
|
||||
93
app/Helpers/ExcelMergeHelper.php
Normal file
93
app/Helpers/ExcelMergeHelper.php
Normal file
@ -0,0 +1,93 @@
|
||||
<?php
|
||||
namespace App\Helpers;
|
||||
|
||||
use Exception;
|
||||
use PhpOffice\PhpSpreadsheet\IOFactory;
|
||||
use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
|
||||
|
||||
class ExcelMergeHelper
|
||||
{
|
||||
/**
|
||||
* Merge multiple Excel files into a single spreadsheet.
|
||||
*
|
||||
* @param array $filesToMerge Array of files to merge.
|
||||
* @param string $outputPath Path to save the merged file.
|
||||
* @return bool True if merge successful, false otherwise.
|
||||
*/
|
||||
public static function mergeExcelFiles(array $filesToMerge, string $outputPath): bool
|
||||
{
|
||||
try {
|
||||
// Validate input: If no files are provided, throw an error.
|
||||
if (empty($filesToMerge)) {
|
||||
throw new Exception("No files provided for merging");
|
||||
}
|
||||
|
||||
// Initialize the base spreadsheet (starting with null, will be created with the first file)
|
||||
$spreadsheet = null;
|
||||
|
||||
// Loop through the files to merge
|
||||
foreach ($filesToMerge as $filePath => $sheetsToMerge) {
|
||||
// Load the current file
|
||||
$currentSpreadsheet = IOFactory::load($filePath);
|
||||
|
||||
// Debugging: Log the number of sheets in the current file
|
||||
error_log("File: $filePath has " . $currentSpreadsheet->getSheetCount() . " sheets.");
|
||||
|
||||
// If this is the first file, initialize the base spreadsheet
|
||||
if ($spreadsheet === null) {
|
||||
$spreadsheet = $currentSpreadsheet;
|
||||
|
||||
// If specific sheets are provided for the first file, remove the others
|
||||
if (!is_null($sheetsToMerge) && !empty($sheetsToMerge)) {
|
||||
$sheetCount = $spreadsheet->getSheetCount();
|
||||
for ($i = $sheetCount - 1; $i >= 0; $i--) {
|
||||
if (!in_array($i, $sheetsToMerge)) {
|
||||
$spreadsheet->removeSheetByIndex($i);
|
||||
}
|
||||
}
|
||||
}
|
||||
} else {
|
||||
// If we are not working with the first file, we need to merge specified sheets
|
||||
if (is_null($sheetsToMerge) || empty($sheetsToMerge)) {
|
||||
// If no specific sheets, merge all sheets
|
||||
$sheetsToMerge = range(0, $currentSpreadsheet->getSheetCount() - 1);
|
||||
}
|
||||
|
||||
// Merge the specified sheets from the current file
|
||||
foreach ($sheetsToMerge as $sheetIndex) {
|
||||
// Check if sheet index is within bounds
|
||||
if ($sheetIndex < 0 || $sheetIndex >= $currentSpreadsheet->getSheetCount()) {
|
||||
throw new Exception("Invalid sheet index $sheetIndex in file $filePath");
|
||||
}
|
||||
|
||||
// Retrieve the sheet to copy
|
||||
$sheetToCopy = $currentSpreadsheet->getSheet($sheetIndex);
|
||||
|
||||
// Handle sheet name collision by renaming the sheet with a counter
|
||||
$baseName = $sheetToCopy->getTitle();
|
||||
$sheetName = $baseName;
|
||||
$counter = 1;
|
||||
while ($spreadsheet->sheetNameExists($sheetName)) {
|
||||
$sheetName = $baseName . '_merged_' . $counter;
|
||||
$counter++;
|
||||
}
|
||||
$sheetToCopy->setTitle($sheetName);
|
||||
|
||||
// Clone and add the sheet to the base spreadsheet
|
||||
$spreadsheet->addSheet(clone $sheetToCopy);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// Save the merged file
|
||||
$writer = new Xlsx($spreadsheet);
|
||||
$writer->save($outputPath);
|
||||
|
||||
return true; // Return true if merge was successful
|
||||
} catch (Exception $e) {
|
||||
// Log the error (optional) and return false on failure
|
||||
error_log("Excel Merge Error: " . $e->getMessage());
|
||||
return false;
|
||||
}
|
||||
}
|
||||
}
|
||||
@ -837,7 +837,6 @@ class EmployeePolicyModel extends Model
|
||||
e.remarks,
|
||||
e.endorsement_id,
|
||||
ep.client_policy_id,
|
||||
policies.name as policy_name,
|
||||
insurers.short_name as insurer_short_name,
|
||||
client_policy.policy_no,
|
||||
policy_type.policy_type
|
||||
@ -847,9 +846,9 @@ class EmployeePolicyModel extends Model
|
||||
$query1->join('employees', 'employees.id = ep.employee_id');
|
||||
$query1->join('client_policy', 'client_policy.id = ep.client_policy_id');
|
||||
$query1->join('client_branch', 'client_branch.id = employees.client_branch_id');
|
||||
$query1->join('policies', 'policies.id = client_policy.policy_id');
|
||||
$query1->join('policy_type', 'policy_type.id = policies.policy_type_id');
|
||||
$query1->join('insurers', 'insurers.id = policies.insurer_id');
|
||||
// $query1->join('policies', 'policies.id = client_policy.policy_id');
|
||||
$query1->join('policy_type', 'policy_type.id = client_policy.policy_type_id');
|
||||
$query1->join('insurers', 'insurers.id = client_policy.insurer_id');
|
||||
$query1->whereIn('e.actions', ['c']);
|
||||
$query1->where('ep.client_policy_id', $policy_id);
|
||||
$query1->where('employees.client_id', $client_id);
|
||||
@ -874,7 +873,6 @@ class EmployeePolicyModel extends Model
|
||||
e.endorsement_id,
|
||||
e.remarks,
|
||||
ep.client_policy_id,
|
||||
policies.name as policy_name,
|
||||
insurers.short_name as insurer_short_name,
|
||||
client_policy.policy_no,
|
||||
policy_type.policy_type
|
||||
@ -883,10 +881,10 @@ class EmployeePolicyModel extends Model
|
||||
$query2->join('employees', 'employees.id = ep.employee_id');
|
||||
$query2->join('client_policy', 'client_policy.id = ep.client_policy_id');
|
||||
$query2->join('client_branch', 'client_branch.id = employees.client_branch_id');
|
||||
$query2->join('policies', 'policies.id = client_policy.policy_id');
|
||||
$query2->join('policy_type', 'policy_type.id = policies.policy_type_id');
|
||||
$query2->join('insurers', 'insurers.id = policies.insurer_id');
|
||||
$query2->whereIn('e.actions', ['si', 'd']);
|
||||
// $query2->join('policies', 'policies.id = client_policy.policy_id');
|
||||
$query2->join('policy_type', 'policy_type.id = client_policy.policy_type_id');
|
||||
$query2->join('insurers', 'insurers.id = client_policy.insurer_id');
|
||||
$query2->whereIn('e.actions', ['si', 'd', 'a']);
|
||||
$query2->where('ep.client_policy_id', $policy_id);
|
||||
$query2->where('employees.client_id', $client_id);
|
||||
$query2->where('employees.client_branch_id', $branch_id);
|
||||
@ -900,6 +898,8 @@ class EmployeePolicyModel extends Model
|
||||
$results2 = $query2->get()->getResultArray();
|
||||
|
||||
$results = array_merge($results1, $results2);
|
||||
|
||||
// dd($this->db->getLastQuery());
|
||||
|
||||
return $results;
|
||||
|
||||
|
||||
@ -60,7 +60,7 @@ class InsurerModel extends Model
|
||||
{
|
||||
$insurer_data = $this->db->table('insurer_excel_export_template')
|
||||
->select('insurer_excel_export_template.*, insurers.name as insurer_name, insurers.is_multi_event')
|
||||
->select('CASE WHEN insurers.is_multi_event = 1 THEN "All" ELSE insurer_excel_export_template.event_name END as event_name', false)
|
||||
// ->select('CASE WHEN insurers.is_multi_event = 1 THEN "All" ELSE insurer_excel_export_template.event_name END as event_name', false)
|
||||
->select('insurer_excel_export_template.type_name, insurer_excel_export_template.jsoncolumns, policy_type.policy_type')
|
||||
->join('insurers', 'insurers.id = insurer_excel_export_template.insurer_id')
|
||||
->join('policy_type', 'policy_type.id = insurer_excel_export_template.policy_type_id')
|
||||
|
||||
@ -37,7 +37,7 @@ class LeadsModel extends Model
|
||||
'policy_start_date',
|
||||
'policy_end_date',
|
||||
'no_of_lives',
|
||||
'claims',
|
||||
'incurred_claims',
|
||||
'location',
|
||||
'proposed_insurer_id',
|
||||
'proposed_insurer_branch_id',
|
||||
@ -52,6 +52,34 @@ class LeadsModel extends Model
|
||||
'updated_by',
|
||||
'is_active',
|
||||
'is_client_created',
|
||||
|
||||
'renewal_emp_count',
|
||||
'renewal_dept_count',
|
||||
'renewal_no_of_lives',
|
||||
'incept_emp_count',
|
||||
'incept_dept_count',
|
||||
'incept_no_of_lives',
|
||||
'exp_emp_count',
|
||||
'exp_dept_count',
|
||||
'exp_no_of_lives',
|
||||
'file_name',
|
||||
|
||||
'incurred_claims_date',
|
||||
'paid_claims',
|
||||
'outstanding_claims',
|
||||
'policy_run_days',
|
||||
'premium_at_inception',
|
||||
'premium_date',
|
||||
'earned_premium',
|
||||
'annualised_claims',
|
||||
'incurred_claims_ratio',
|
||||
'earned_claims_ratio',
|
||||
|
||||
'placement_date',
|
||||
'utr_no',
|
||||
'premium_amount',
|
||||
'total_amount',
|
||||
'cd_amount',
|
||||
];
|
||||
|
||||
|
||||
|
||||
@ -63,7 +63,8 @@ class PTCOShareDetailsModel extends Model
|
||||
'amount',
|
||||
'stamp_duty',
|
||||
'cop_amt',
|
||||
'statement_id'
|
||||
'statement_id',
|
||||
'follower_policy_no',
|
||||
];
|
||||
|
||||
public function getNonReconcileredPolicyTransactions(string $insurer_id,string $insurer_branch_id)
|
||||
|
||||
@ -113,8 +113,9 @@ class PolicyTransactionModel extends Model
|
||||
return $data;
|
||||
}
|
||||
|
||||
// BDS Report OLD Functin for QUERY
|
||||
// public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
|
||||
public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0)
|
||||
public function getBDSReportListOld($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0)
|
||||
{
|
||||
$builder = $this->db->table('policy_transaction')
|
||||
->select("
|
||||
@ -311,6 +312,256 @@ class PolicyTransactionModel extends Model
|
||||
|
||||
return $builder->get()->getResultArray();
|
||||
}
|
||||
|
||||
// BDS Report NEW Functin for QUERY
|
||||
// public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
|
||||
public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
|
||||
{
|
||||
|
||||
$date_condition = '';
|
||||
if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
|
||||
$date_condition = "
|
||||
AND insurer_statements.month >= '".$start_date ."'
|
||||
AND insurer_statements.month <= '".$end_date ."'
|
||||
";
|
||||
}
|
||||
|
||||
$builder = $this->db->table('policy_transaction')
|
||||
->select("
|
||||
policy_transaction.*,
|
||||
DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
|
||||
DATE_FORMAT(
|
||||
IF(policy_transaction.month IS NULL,
|
||||
policy_transaction.policy_issue_date,
|
||||
policy_transaction.month),
|
||||
'%b %Y') AS policy_issue_month,
|
||||
CASE
|
||||
WHEN clients.client_type = 1 THEN 'Group'
|
||||
WHEN clients.client_type = 2 THEN 'Retail'
|
||||
ELSE '-'
|
||||
END AS client_type,
|
||||
CASE
|
||||
WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
|
||||
ELSE 'Renewal'
|
||||
END AS revenue_type,
|
||||
CASE
|
||||
WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
|
||||
ELSE 'Endorsement'
|
||||
END AS action_type,
|
||||
clients.client_name AS client_name,
|
||||
clients.short_name AS client_short_name,
|
||||
client_branch.branch_name AS client_branch_name,
|
||||
client_branch.address1 AS client_address,
|
||||
policy_type.policy_type,
|
||||
policy_type.bap,
|
||||
insurers.name AS insurer_name,
|
||||
insurers.short_name AS insurer_short_name,
|
||||
insurer_branch.branch_name AS insurer_branch_name,
|
||||
insurer_branch.branch_code AS insurer_branch_code,
|
||||
user_profiles.first_name as user_name,
|
||||
vehicle.vehicle_no,
|
||||
tpa.name as tpa_name,
|
||||
pt_co_share_details.remark as remarks,
|
||||
pt_co_share_details.reward,
|
||||
pt_co_share_details.bp_amt,
|
||||
pt_co_share_details.exp_amt,
|
||||
pt_co_share_details.id as pt_id,
|
||||
sales_user.first_name as salse_person_name,
|
||||
service_user.first_name as service_person_name,
|
||||
|
||||
ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
|
||||
|
||||
ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
|
||||
|
||||
ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
|
||||
|
||||
ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
|
||||
|
||||
DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
|
||||
|
||||
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
|
||||
|
||||
pt_co_share_details.agreed_bp_per,
|
||||
|
||||
ROUND(
|
||||
(
|
||||
SELECT
|
||||
(
|
||||
SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
|
||||
SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
|
||||
SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
|
||||
SUM(co_share_stmt_details.reward)
|
||||
|
||||
) AS total_irda_amt
|
||||
FROM
|
||||
co_share_stmt_details
|
||||
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
||||
WHERE
|
||||
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
||||
AND co_share_stmt_details.is_active = 1
|
||||
$date_condition
|
||||
),
|
||||
2
|
||||
) AS total_irda_amt,
|
||||
|
||||
ROUND(
|
||||
(
|
||||
SELECT
|
||||
SUM(
|
||||
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
|
||||
COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
|
||||
COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
|
||||
COALESCE(co_share_stmt_details.reward, 0)
|
||||
) AS total_irda_amt
|
||||
FROM
|
||||
co_share_stmt_details
|
||||
JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
|
||||
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
||||
WHERE
|
||||
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
||||
AND co_share_stmt_details.is_active = 1
|
||||
AND pt_table.is_active = 1
|
||||
AND insurer_statements.is_active = 1
|
||||
AND insurer_statements.invoice_no IS NOT NULL
|
||||
$date_condition
|
||||
|
||||
),
|
||||
2
|
||||
) AS billed_amt,
|
||||
|
||||
ROUND(
|
||||
(
|
||||
(
|
||||
SELECT
|
||||
SUM(
|
||||
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
|
||||
+ COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
|
||||
+ COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
|
||||
+ COALESCE(co_share_stmt_details.reward, 0)
|
||||
)
|
||||
FROM
|
||||
co_share_stmt_details
|
||||
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
||||
WHERE
|
||||
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
||||
AND co_share_stmt_details.is_active = 1
|
||||
$date_condition
|
||||
)
|
||||
-
|
||||
(
|
||||
SELECT
|
||||
SUM(
|
||||
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
|
||||
+ COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
|
||||
+ COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
|
||||
+ COALESCE(co_share_stmt_details.reward, 0)
|
||||
)
|
||||
FROM
|
||||
co_share_stmt_details
|
||||
JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
|
||||
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
||||
WHERE
|
||||
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
||||
AND co_share_stmt_details.is_active = 1
|
||||
AND pt_table.is_active = 1
|
||||
AND insurer_statements.is_active = 1
|
||||
AND insurer_statements.invoice_no IS NOT NULL
|
||||
$date_condition
|
||||
)
|
||||
),
|
||||
2
|
||||
) AS unbilled_amt
|
||||
|
||||
")
|
||||
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
||||
->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
|
||||
->join('clients', 'clients.id = policy_transaction.client_id')
|
||||
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
|
||||
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
||||
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
|
||||
->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
|
||||
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
||||
->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left')
|
||||
->join('insurer_branch', 'policy_transaction.insurer_branch_id = insurer_branch.id', 'left')
|
||||
->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
|
||||
->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
|
||||
->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
|
||||
->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
|
||||
->where('policy_transaction.is_active', 1)
|
||||
->where('pt_co_share_details.is_active', 1);
|
||||
|
||||
// Check if the start date and end date are provided
|
||||
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
|
||||
|
||||
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
||||
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
||||
|
||||
$builder->where('policy_transaction.'.$date_type.'>=', $startDate)
|
||||
->where('policy_transaction.'.$date_type.'<=', $endDate);
|
||||
|
||||
}else{
|
||||
|
||||
// $fromDate = date('Y-m-d', strtotime('-30 days'));
|
||||
// $toDate = date('Y-m-d 23:59:59');
|
||||
|
||||
// $builder->where('policy_transaction.created_at >=', $fromDate)
|
||||
// ->where('policy_transaction.created_at <=', $toDate);
|
||||
}
|
||||
|
||||
if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){
|
||||
|
||||
$builder->where('policy_transaction.month >=', $startDate)
|
||||
->where('policy_transaction.month <=', $endDate);
|
||||
}
|
||||
|
||||
if ($client_id != 0) {
|
||||
$builder->where('policy_transaction.client_id', $client_id);
|
||||
}
|
||||
|
||||
if ($insurer_id != 0) {
|
||||
$builder->where('policy_transaction.insurer_id', $insurer_id);
|
||||
}
|
||||
|
||||
if ($client_branch_id != 0) {
|
||||
$builder->where('policy_transaction.client_branch_id', $client_branch_id);
|
||||
}
|
||||
|
||||
if ($insurer_branch_id != 0) {
|
||||
$builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
|
||||
}
|
||||
|
||||
if ($client_policy_id != 0) {
|
||||
$builder->where('policy_transaction.client_policy_id', $client_policy_id);
|
||||
}
|
||||
|
||||
|
||||
|
||||
if ($policy_type_id != 0) {
|
||||
$builder->where('client_policy.policy_type_id', $policy_type_id);
|
||||
}
|
||||
|
||||
if ($issuer != 0) {
|
||||
$builder->where('policy_transaction.issuer', $issuer);
|
||||
}
|
||||
|
||||
if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
|
||||
|
||||
$fromDate = date('Y-m-d', strtotime('-30 days'));
|
||||
$toDate = date('Y-m-d 23:59:59');
|
||||
|
||||
$builder->where('policy_transaction.created_at >=', $fromDate)
|
||||
->where('policy_transaction.created_at <=', $toDate);
|
||||
|
||||
}
|
||||
|
||||
$builder->orderBy('policy_transaction.id', 'desc');
|
||||
|
||||
$result = $builder->get()->getResultArray();
|
||||
|
||||
// dd($this->db->getLastQuery());
|
||||
|
||||
return $result;
|
||||
}
|
||||
|
||||
public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
|
||||
{
|
||||
@ -466,50 +717,74 @@ class PolicyTransactionModel extends Model
|
||||
return $builder->get()->getResultArray();
|
||||
}
|
||||
|
||||
public function getVarienceReportLIst($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
|
||||
public function getVarienceReportLIst($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
|
||||
{
|
||||
$builder = $this->db->table('policy_transaction')
|
||||
->select("
|
||||
|
||||
policy_transaction.id,
|
||||
clients.client_name,
|
||||
client_branch.branch_name as client_branch_name,
|
||||
insurers.name AS insurer_name,
|
||||
insurer_branch.branch_name AS insurer_branch_name,
|
||||
policy_type.policy_type,
|
||||
policy_transaction.policy_no,
|
||||
policy_transaction.endorsement_no,
|
||||
CASE
|
||||
WHEN policy_transaction.action_type = 'inception' THEN 'I'
|
||||
ELSE 'E'
|
||||
END AS action_type,
|
||||
|
||||
pt_co_share_details.exp_amt,
|
||||
pt_co_share_details.variance,
|
||||
insurer_statements.invoice_amount,
|
||||
insurer_statements.invoice_status,
|
||||
|
||||
ROUND((pt_co_share_details.actual_bp_brokerage_amt + pt_co_share_details.actual_tp_brokerage_amt + pt_co_share_details.actual_tep_brokerage_amt), 2) AS realization_amount2,
|
||||
|
||||
ROUND(
|
||||
(
|
||||
SELECT
|
||||
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
|
||||
(
|
||||
SUM(co_share_stmt_details.actual_bp_brokerage_amt) + SUM(co_share_stmt_details.actual_tp_brokerage_amt) + SUM(co_share_stmt_details.actual_tep_brokerage_amt)
|
||||
) AS total_irda_amt
|
||||
FROM
|
||||
inv_payment_details
|
||||
co_share_stmt_details
|
||||
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
||||
WHERE
|
||||
inv_payment_details.statement_id = insurer_statements.id
|
||||
AND inv_payment_details.is_active = 1
|
||||
|
||||
) AS realization_amount,
|
||||
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
||||
AND co_share_stmt_details.is_active = 1
|
||||
),
|
||||
2
|
||||
) AS statement_amount,
|
||||
|
||||
ROUND(
|
||||
pt_co_share_details.exp_amt -
|
||||
(
|
||||
SELECT
|
||||
(
|
||||
SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
|
||||
SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
|
||||
SUM(co_share_stmt_details.actual_tep_brokerage_amt)
|
||||
)
|
||||
FROM co_share_stmt_details
|
||||
JOIN insurer_statements
|
||||
ON co_share_stmt_details.statement_id = insurer_statements.id
|
||||
WHERE
|
||||
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
||||
AND co_share_stmt_details.is_active = 1
|
||||
),
|
||||
2
|
||||
) AS variance_amt
|
||||
|
||||
|
||||
")
|
||||
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
||||
->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
|
||||
->join('inv_payment_details', 'insurer_statements.id = inv_payment_details.statement_id', 'left')
|
||||
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
|
||||
->join('client_branch', 'client_branch.id = policy_transaction.client_branch_id', 'left')
|
||||
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
||||
->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
|
||||
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
||||
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
||||
->where('policy_transaction.is_active', 1)
|
||||
->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0')
|
||||
->where('pt_co_share_details.variance IS NOT NULL')
|
||||
->where('pt_co_share_details.variance !=', 0);
|
||||
->where('pt_co_share_details.is_active', 1)
|
||||
->having('variance_amt IS NOT NULL');
|
||||
// ->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0');
|
||||
// ->where('pt_co_share_details.variance IS NOT NULL')
|
||||
// ->where('pt_co_share_details.variance !=', 0);
|
||||
|
||||
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
|
||||
|
||||
@ -543,9 +818,18 @@ class PolicyTransactionModel extends Model
|
||||
$builder->where('policy_transaction.issuer', $issuer);
|
||||
}
|
||||
|
||||
if ($status != 0) {
|
||||
$builder->where('policy_transaction.status', $status);
|
||||
if ($client_branch_id != 0) {
|
||||
$builder->where('policy_transaction.client_branch_id', $client_branch_id);
|
||||
}
|
||||
|
||||
if ($insurer_branch_id != 0) {
|
||||
$builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
|
||||
}
|
||||
|
||||
if ($client_policy_id != 0) {
|
||||
$builder->where('policy_transaction.client_policy_id', $client_policy_id);
|
||||
}
|
||||
|
||||
|
||||
$builder->orderBy('policy_transaction.id', 'desc');
|
||||
|
||||
|
||||
@ -77,7 +77,7 @@ class RFQModel extends Model
|
||||
->join('tpa', 'leads.tpa_id = tpa.id', 'left')
|
||||
->join('tpa_branch', 'leads.tpa_branch_id = tpa_branch.id', 'left')
|
||||
->where('rfq.lead_id', $lead_id)
|
||||
->where('rfq.type', $type)
|
||||
// ->where('rfq.type', $type)
|
||||
->where('rfq.is_active', 1)
|
||||
->first();
|
||||
|
||||
|
||||
@ -91,7 +91,7 @@
|
||||
<tr>
|
||||
<td><?= $key+1; ?></td>
|
||||
<td><?= $value['policy_type']; ?></td>
|
||||
<td><?= $value['event_name']; ?></td>
|
||||
<td><?= $events[$value['event_name']]; ?></td>
|
||||
<td><?= $value['type_name']; ?></td>
|
||||
<td style="overflow: hidden;" class="truncate" ><?= $value['jsoncolumns']; ?></td>
|
||||
<td>
|
||||
@ -209,6 +209,8 @@
|
||||
</div>
|
||||
<div class="modal-body">
|
||||
|
||||
<input type="hidden" id="insurer_id_for_dub_temp" value="<?= isset($insurer['id']) ? $insurer['id'] : '' ?>">
|
||||
|
||||
<div class="form-row">
|
||||
|
||||
<!-- <div class="form-group col-md-12">
|
||||
@ -644,9 +646,11 @@
|
||||
{
|
||||
var template_id = $('#template_id_for_duplicate').attr('data-id');
|
||||
var event_name = $('#event_name_for_duplicate').val();
|
||||
var insurer_id = $('#insurer_id_for_dub_temp').val();
|
||||
|
||||
console.log('template_id_for_duplicate', template_id)
|
||||
console.log('event_name_for_duplicate', event_name)
|
||||
console.log('insurer_id', insurer_id)
|
||||
|
||||
if(event_name == ""){
|
||||
|
||||
@ -659,7 +663,7 @@
|
||||
return false
|
||||
}
|
||||
|
||||
var url = '<?= base_url('util/dublicate_template/') ?>' + template_id + '/' + event_name
|
||||
var url = '<?= base_url('util/dublicate_template/') ?>' + template_id + '/' + event_name + '/' +insurer_id
|
||||
|
||||
$.ajax({
|
||||
url: url,
|
||||
|
||||
@ -798,15 +798,16 @@ maxDate.setDate(today.getDate() + 180);
|
||||
|
||||
|
||||
$('#insurer_statement_upload_form').submit(function(event) {
|
||||
|
||||
event.preventDefault();
|
||||
var isValid = $('#insurer_statement_upload_form').parsley().validate();
|
||||
if (!isValid) {
|
||||
console.log('Form is Empty', 'Warning');
|
||||
alert('choose all fileds');
|
||||
// alert('choose all fileds');
|
||||
return;
|
||||
}
|
||||
// var myModal = new bootstrap.Modal(document.getElementById('file_upload'));
|
||||
|
||||
|
||||
$('#btnSubmit').prop('disabled', true).text('Submitting...');
|
||||
// Create FormData object
|
||||
var formData = new FormData($(this)[0]);
|
||||
for (var pair of formData.entries()) {
|
||||
@ -852,6 +853,8 @@ maxDate.setDate(today.getDate() + 180);
|
||||
$('.loader').fadeOut();
|
||||
$('.loader-mask').delay(10).fadeOut('slow');
|
||||
|
||||
$('#btnSubmit').prop('disabled', false).text('Submit');
|
||||
|
||||
},
|
||||
error: function(xhr, status, error) {
|
||||
// Request failed, handle error
|
||||
|
||||
@ -32,6 +32,7 @@
|
||||
color: white !important;
|
||||
margin-right: 5px;
|
||||
}
|
||||
|
||||
</style>
|
||||
|
||||
<div class="row" id="leads_form" style="display:none;">
|
||||
@ -404,9 +405,33 @@ function getLeadsDataForEdit(input) {
|
||||
$('#policy_start_date_1').val(res.data.policy_start_date);
|
||||
$('#policy_end_date_1').val(res.data.policy_end_date);
|
||||
$('#no_of_lives').val(res.data.no_of_lives);
|
||||
$('#claims').val(res.data.claims);
|
||||
$('#incurred_claims').val(res.data.incurred_claims);
|
||||
$('#location').val(res.data.location);
|
||||
|
||||
let increment = 1;
|
||||
// Other fields, set dynamically based on increment
|
||||
$('#renewal_emp_count_' + increment).val(res.data.renewal_emp_count);
|
||||
$('#renewal_dept_count_' + increment).val(res.data.renewal_dept_count);
|
||||
$('#renewal_no_of_lives_' + increment).val(res.data.renewal_no_of_lives);
|
||||
$('#incept_emp_count_' + increment).val(res.data.incept_emp_count);
|
||||
$('#incept_dept_count_' + increment).val(res.data.incept_dept_count);
|
||||
$('#incept_no_of_lives_' + increment).val(res.data.incept_no_of_lives);
|
||||
$('#exp_emp_count_' + increment).val(res.data.exp_emp_count);
|
||||
$('#exp_dept_count_' + increment).val(res.data.exp_dept_count);
|
||||
$('#exp_no_of_lives_' + increment).val(res.data.exp_no_of_lives);
|
||||
|
||||
$('#incurred_claim_date_' + increment).val(res.data.incurred_claims_date);
|
||||
$('#paid_claims_' + increment).val(res.data.paid_claims);
|
||||
$('#outstanding_claims_' + increment).val(res.data.outstanding_claims);
|
||||
$('#policy_run_days_' + increment).val(res.data.policy_run_days);
|
||||
$('#premium_at_inception_' + increment).val(res.data.premium_at_inception);
|
||||
$('#premium_date_' + increment).val(res.data.premium_date);
|
||||
$('#earned_premium_' + increment).val(res.data.earned_premium);
|
||||
$('#annualised_claims_' + increment).val(res.data.annualised_claims);
|
||||
$('#incurred_claims_ratio_' + increment).val(res.data.incurred_claims_ratio);
|
||||
$('#earned_claims_ratio_' + increment).val(res.data.earned_claims_ratio);
|
||||
$('#file_name_display').text('Upload File Name : ' + res.data.file_name);
|
||||
|
||||
|
||||
if (res.data.salse_person_id) {
|
||||
selecSalsePerson(res.data.salse_person_id);
|
||||
@ -419,12 +444,36 @@ function getLeadsDataForEdit(input) {
|
||||
$('#freshDiv').hide();
|
||||
$('.proposed_div').show().find('select, input').attr('required', 'required');
|
||||
$('#policy_end_date, #policy_start_date, #claim').removeAttr('required');
|
||||
$('.freashDiv').show()
|
||||
$('.renewalDiv').hide()
|
||||
|
||||
$('.emp_title').text('No of Employees at Inception')
|
||||
$('.depnd_title').text(' No of Dependents at Inception')
|
||||
$('.total_title').text('Total Lives at Inception')
|
||||
|
||||
} else {
|
||||
$('#renewalDiv').find('select, input').removeAttr('required');
|
||||
$('#freshDiv').find('select, input').attr('required', 'required');
|
||||
$('#renewalDiv').hide();
|
||||
$('#freshDiv').show();
|
||||
$('.proposed_div').hide().find('select, input').removeAttr('required');
|
||||
|
||||
if(res.data.lead_type == 1){
|
||||
$('.freashDiv').hide()
|
||||
$('.renewalDiv').show()
|
||||
|
||||
$('.emp_title').text('No of Employees')
|
||||
$('.depnd_title').text('No of Dependents')
|
||||
$('.total_title').text('Total Lives')
|
||||
}else{
|
||||
$('.freashDiv').show()
|
||||
$('.renewalDiv').hide()
|
||||
|
||||
$('.emp_title').text('No of Employees at Inception')
|
||||
$('.depnd_title').text(' No of Dependents at Inception')
|
||||
$('.total_title').text('Total Lives at Inception')
|
||||
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
@ -576,7 +625,6 @@ function getPolicyData(client_policy_id, increment_count) {
|
||||
}
|
||||
|
||||
|
||||
|
||||
// Salse team user list data
|
||||
function selecSalsePerson(salse_person_ids) {
|
||||
|
||||
@ -604,11 +652,29 @@ function addHTMLInput(check) {
|
||||
const newRow = document.createElement('div');
|
||||
newRow.className = 'form-row dynamic-form-row';
|
||||
|
||||
const newRow2 = document.createElement('div');
|
||||
newRow2.className = 'form-row dynamic-form-row freashDiv';
|
||||
|
||||
const newRow3 = document.createElement('div');
|
||||
newRow3.className = 'form-row dynamic-form-row';
|
||||
|
||||
const newRow4 = document.createElement('div');
|
||||
newRow4.className = 'form-row dynamic-form-row freashDiv';
|
||||
|
||||
const newRow5 = document.createElement('div');
|
||||
newRow5.className = 'form-row dynamic-form-row';
|
||||
|
||||
const newRow7 = document.createElement('div');
|
||||
newRow7.className = 'form-row dynamic-form-row';
|
||||
|
||||
const newRow8 = document.createElement('div');
|
||||
newRow8.className = 'form-row dynamic-form-row';
|
||||
|
||||
// Add an <hr> element
|
||||
const hrElement = document.createElement('hr');
|
||||
container.appendChild(hrElement);
|
||||
|
||||
// Set inner HTML with necessary input fields
|
||||
// Main div
|
||||
newRow.innerHTML += `
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
@ -656,28 +722,77 @@ function addHTMLInput(check) {
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="no_of_lives">No of Lives <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="no_of_lives" name="no_of_lives[]" placeholder="Enter Lives" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 proposed_div">
|
||||
<label for="policy_start_date_${increment}">Date of Commencement <span class="text-danger"></span></label>
|
||||
<input type="text" class="form-control policy_start_date" id="policy_start_date_${increment}" name="policy_start_date[]" placeholder="Enter DOC">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 proposed_div">
|
||||
<div class="form-group col-md-3">
|
||||
<label for="policy_end_date_${increment}">Date of Expiry <span class="text-danger"></span></label>
|
||||
<input type="text" class="form-control policy_end_date" id="policy_end_date_${increment}" name="policy_end_date[]" placeholder="Enter DOE">
|
||||
</div>
|
||||
`;
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="claims">Claims <span class="text-danger"></span></label>
|
||||
<input type="text" class="form-control" id="claims" name="claims[]" placeholder="Enter Claims">
|
||||
// Incured claim div
|
||||
newRow8.innerHTML += `
|
||||
|
||||
<div class="form-group col-md-3 freashDiv" style="display: none;">
|
||||
<label for="incurred_claim_date_${increment}">Incurred Claim Date<span class="text-danger"></span></label>
|
||||
<input type="text" class="form-control incurred_claim" id="incurred_claim_date_${increment}" name="incurred_claim_date[]" placeholder="Enter DOE">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<div class="form-group col-md-3 freashDiv" style="display: none;">
|
||||
<label for="paid_claims_${increment}">Paid Claims<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="paid_claims_${increment}" name="paid_claims[]" placeholder="Enter Paid Claims" oninput="incurredClaimSum(this)">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 freashDiv" style="display: none;">
|
||||
<label for="outstanding_claims_${increment}">Outstanding Claims<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="outstanding_claims_${increment}" name="outstanding_claims[]" placeholder="Enter Outstanding Claims" oninput="incurredClaimSum(this)">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 freashDiv" style="display: none;">
|
||||
<label for="incurred_claims_${increment}">Incurred Claim<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="incurred_claims_${increment}" name="incurred_claims[]" placeholder="Enter Incurred Claim" oninput="incurredClaimSum(this)">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 freashDiv" style="display: none;">
|
||||
<label for="policy_run_days_${increment}">Policy Run Days<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="policy_run_days_${increment}" name="policy_run_days[]" placeholder="Enter Policy Run Days" oninput="earnedPremiumCalc(this)">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 freashDiv" style="display: none;">
|
||||
<label for="premium_at_inception_${increment}">Premium Paid at Inception<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="premium_at_inception_${increment}" name="premium_at_inception[]" placeholder="Enter Premium Paid" oninput="earnedPremiumCalc(this)">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 freashDiv" style="display: none;">
|
||||
<label for="premium_date_${increment}">Premium Date<span class="text-danger"></span></label>
|
||||
<input type="text" class="form-control" id="premium_date_${increment}" name="premium_date[]" placeholder="Enter Premium Date">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 freashDiv" style="display: none;">
|
||||
<label for="earned_premium_${increment}">Earned Premium<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="earned_premium_${increment}" name="earned_premium[]" placeholder="Enter Earned Premium" oninput="incurredClaimSum(this)">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 freashDiv" style="display: none;">
|
||||
<label for="annualised_claims_${increment}">Annualised Claims<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="annualised_claims_${increment}" name="annualised_claims[]" placeholder="Enter Annualised Claims" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 freashDiv" style="display: none;">
|
||||
<label for="incurred_claims_ratio_${increment}">Incurred Claims Ratio<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="incurred_claims_ratio_${increment}" name="incurred_claims_ratio[]" placeholder="Enter Incurred Claims Ratio" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 freashDiv" style="display: none;">
|
||||
<label for="earned_claims_ratio_${increment}">Earned Claims Ratio<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="earned_claims_ratio_${increment}" name="earned_claims_ratio[]" placeholder="Enter Earned Claims Ratio" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 freashDiv">
|
||||
<label for="location">Location <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="location" name="location[]" placeholder="Enter Location" required>
|
||||
<input type="text" class="form-control" id="location" name="location[]" placeholder="Enter Location" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 proposed_div" style="display: none;">
|
||||
@ -708,13 +823,99 @@ function addHTMLInput(check) {
|
||||
</select>
|
||||
</div>
|
||||
|
||||
`;
|
||||
|
||||
//renewal div
|
||||
newRow2.innerHTML += `
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="renewal_emp_count_${increment}"> No of Employees at Renewal <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="renewal_emp_count_${increment}" name="renewal_emp_count[]" placeholder="Enter Lives" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="renewal_dept_count_${increment}"> No of Dependents at Renewal <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="renewal_dept_count_${increment}" name="renewal_dept_count[]" placeholder="Enter Lives" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="renewal_no_of_lives_${increment}"> Total Lives at Renewal <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="renewal_no_of_lives_${increment}" name="renewal_no_of_lives[]" placeholder="Enter Lives" >
|
||||
</div>
|
||||
`;
|
||||
|
||||
//inception div
|
||||
newRow3.innerHTML += `
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="incept_emp_count_${increment}" class="emp_title"> No of Employees at Inception <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="incept_emp_count_${increment}" name="incept_emp_count[]" placeholder="Enter Lives" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="incept_dept_count_${increment}" class="depnd_title"> No of Dependents at Inception <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="incept_dept_count_${increment}" name="incept_dept_count[]" placeholder="Enter Lives" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="incept_no_of_lives_${increment}" class="total_title"> Total Lives at Inception <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="incept_no_of_lives_${increment}" name="incept_no_of_lives[]" placeholder="Enter Lives" >
|
||||
</div>
|
||||
`;
|
||||
|
||||
//expiry div
|
||||
newRow4.innerHTML += `
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="exp_emp_count_${increment}"> No of Employees at Expiry <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="exp_emp_count_${increment}" name="exp_emp_count[]" placeholder="Enter Lives" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="exp_dept_count_${increment}"> No of Dependents at Expiry <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="exp_dept_count_${increment}" name="exp_dept_count[]" placeholder="Enter Lives" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="exp_no_of_lives_${increment}"> Total Lives at Expiry <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="exp_no_of_lives_${increment}" name="exp_no_of_lives[]" placeholder="Enter Lives" >
|
||||
</div>
|
||||
|
||||
`;
|
||||
|
||||
//file upload div
|
||||
newRow7.innerHTML += `
|
||||
<div class="form-group col-md-3">
|
||||
<label for="file_upload">File Upload<span class="text-danger">*</span></label>
|
||||
<input type="file" class="form-control" id="file_name" name="file_name[]" required>
|
||||
<span class="text-danger" id="file_name_display"></span>
|
||||
</div>
|
||||
`;
|
||||
|
||||
//button div
|
||||
newRow5.innerHTML += `
|
||||
|
||||
<div class="form-group col-md-12 btnDiv" style="position: relative;top: 28px;float: right;text-align: end;">
|
||||
<a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this)">x</a>
|
||||
<a class="btn btn-primary waves-effect waves-light mr-1" onclick="addHTMLInput(1)">+</a>
|
||||
</div>
|
||||
`;
|
||||
|
||||
|
||||
|
||||
container.appendChild(newRow);
|
||||
container.appendChild(newRow8);
|
||||
|
||||
const hrElement2 = document.createElement('hr');
|
||||
container.appendChild(hrElement2);
|
||||
|
||||
container.appendChild(newRow3);
|
||||
container.appendChild(newRow2);
|
||||
container.appendChild(newRow4);
|
||||
|
||||
container.appendChild(newRow7);
|
||||
|
||||
container.appendChild(newRow5);
|
||||
|
||||
|
||||
var lead_type = $('#lead_type').val();
|
||||
@ -722,9 +923,32 @@ function addHTMLInput(check) {
|
||||
if (lead_type == 2) {
|
||||
// $('.proposed_div').show().find('select, input').attr('required', 'required');
|
||||
$('.proposed_div').show();
|
||||
$('.freashDiv').show()
|
||||
$('.renewalDiv').hide()
|
||||
|
||||
$('.emp_title').text('No of Employees at Inception')
|
||||
$('.depnd_title').text(' No of Dependents at Inception')
|
||||
$('.total_title').text('Total Lives at Inception')
|
||||
|
||||
|
||||
} else {
|
||||
// $('.proposed_div').hide().find('select, input').removeAttr('required');
|
||||
$('.proposed_div').hide()
|
||||
|
||||
if(lead_type == 1){
|
||||
$('.freashDiv').hide()
|
||||
$('.renewalDiv').show()
|
||||
$('.emp_title').text('No of Employees')
|
||||
$('.depnd_title').text('No of Dependents')
|
||||
$('.total_title').text('Total Lives')
|
||||
}else{
|
||||
$('.freashDiv').show()
|
||||
$('.renewalDiv').hide()
|
||||
$('.emp_title').text('No of Employees at Inception')
|
||||
$('.depnd_title').text(' No of Dependents at Inception')
|
||||
$('.total_title').text('Total Lives at Inception')
|
||||
|
||||
}
|
||||
}
|
||||
|
||||
// Scroll the newly added select into view and focus on it
|
||||
@ -747,6 +971,24 @@ function addHTMLInput(check) {
|
||||
policy_end_date.setFullYear(policy_end_date.getFullYear() + 1);
|
||||
policy_end_date.setDate(policy_end_date.getDate() - 1); // Set end date to last day of selected year
|
||||
policy_end_datePicker.setDate(policy_end_date);
|
||||
|
||||
console.log('this object', this);
|
||||
console.log('id of this element:', this.element);
|
||||
console.log('id of this element:', this.element.id);
|
||||
|
||||
let increment = this.element.id.split('_').pop();
|
||||
console.log(increment); // Outputs: 1
|
||||
|
||||
|
||||
console.log('increment', increment);
|
||||
console.log('policy_start_datePicker selectedDates', selectedDates);
|
||||
console.log('policy_start_datePicker incurred_claim_', $("#incurred_claim_" + increment).val());
|
||||
|
||||
// Recalculate policy_run_days if incurred claim date is already selected
|
||||
if ($("#incurred_claim_date_" + increment).val()) {
|
||||
console.log('policy_start_datePicker selectedDates', selectedDates);
|
||||
calculatePolicyRunDays(increment);
|
||||
}
|
||||
}
|
||||
});
|
||||
|
||||
@ -755,6 +997,34 @@ function addHTMLInput(check) {
|
||||
allowInput: false
|
||||
});
|
||||
|
||||
var incurred_claim_datepicker = flatpickr("#incurred_claim_date_" + increment, {
|
||||
dateFormat: "d/m/Y",
|
||||
allowInput: false,
|
||||
onChange: function(selectedDates) {
|
||||
|
||||
console.log('this object', this);
|
||||
console.log('id of this element:', this.id);
|
||||
|
||||
let increment = this.element.id.split('_').pop();
|
||||
console.log(increment); // Outputs: 1
|
||||
|
||||
console.log('selectedDates', selectedDates);
|
||||
console.log('policy_start_date_', $("#policy_start_date_" + increment).val());
|
||||
|
||||
// Recalculate policy_run_days if policy start date is already selected
|
||||
if ($("#policy_start_date_" + increment).val()) {
|
||||
|
||||
console.log('selectedDates', selectedDates);
|
||||
calculatePolicyRunDays(increment);
|
||||
}
|
||||
}
|
||||
});
|
||||
|
||||
var premium_date_datepicker = flatpickr("#premium_date_" + increment, {
|
||||
dateFormat: "d/m/Y",
|
||||
allowInput: false
|
||||
});
|
||||
|
||||
$('#source_policy_id').on('change', function(){
|
||||
let client_policy_id = $(this).val();
|
||||
console.log('client_policy_id', client_policy_id)
|
||||
@ -790,6 +1060,97 @@ function removeHTMLInput(element)
|
||||
}
|
||||
}
|
||||
|
||||
function calculatePolicyRunDays(increment) {
|
||||
|
||||
console.log('calculatePolicyRunDays function called');
|
||||
|
||||
var policyStartDate = flatpickr.parseDate($("#policy_start_date_" + increment).val(), "d/m/Y");
|
||||
var incurredClaimDate = flatpickr.parseDate($("#incurred_claim_" + increment).val(), "d/m/Y");
|
||||
|
||||
console.log('policyStartDate', policyStartDate)
|
||||
console.log('incurredClaimDate', incurredClaimDate)
|
||||
|
||||
if (policyStartDate && incurredClaimDate) {
|
||||
var timeDiff = incurredClaimDate - policyStartDate; // Time difference in milliseconds
|
||||
console.log('timeDiff', timeDiff);
|
||||
var daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24)); // Convert to days and add 1
|
||||
console.log('daysDiff', daysDiff);
|
||||
$("#policy_run_days_" + increment).val(daysDiff); // Set value in the policy_run_days_ input
|
||||
}
|
||||
}
|
||||
|
||||
function incurredClaimSum(input) {
|
||||
|
||||
let increment = input.id.split('_').pop(); // Extract the increment part
|
||||
console.log('increment', increment);
|
||||
|
||||
// Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
|
||||
let paid_claims = Number($('#paid_claims_' + increment).val()) || 0;
|
||||
console.log('paid_claims', paid_claims);
|
||||
|
||||
let outstanding_claims = Number($('#outstanding_claims_' + increment).val()) || 0;
|
||||
console.log('outstanding_claims', outstanding_claims);
|
||||
|
||||
// Calculate the incurred claim
|
||||
let incurred_claims = paid_claims + outstanding_claims;
|
||||
console.log('incurred_claims', incurred_claims);
|
||||
|
||||
// Set the calculated value
|
||||
$('#incurred_claims_' + increment).val(incurred_claims);
|
||||
|
||||
// ------------------------------------------------------------------------------------------
|
||||
|
||||
let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
|
||||
console.log('policy_run_days', policy_run_days);
|
||||
|
||||
// Prevent division by zero in annualised claims calculation
|
||||
let annualised_claims = policy_run_days > 0 ? incurred_claims / policy_run_days * 365 : 0;
|
||||
console.log('annualised_claims', annualised_claims);
|
||||
|
||||
$('#annualised_claims_' + increment).val(annualised_claims);
|
||||
|
||||
// ------------------------------------------------------------------------------------------
|
||||
|
||||
// Prevent division by zero in incurred claim ratio calculation
|
||||
let incurred_claim_ratio = annualised_claims > 0 ? incurred_claims / annualised_claims : 0;
|
||||
console.log('incurred_claim_ratio', incurred_claim_ratio);
|
||||
|
||||
$('#incurred_claims_ratio_' + increment).val(incurred_claim_ratio);
|
||||
|
||||
// ------------------------------------------------------------------------------------------
|
||||
|
||||
let earned_premium = Number($('#earned_premium_' + increment).val()) || 0;
|
||||
console.log('earned_premium', earned_premium);
|
||||
|
||||
// Prevent division by zero in earned claims ratio calculation
|
||||
let earned_claims_ratio = earned_premium > 0 ? incurred_claims / earned_premium : 0;
|
||||
console.log('earned_claims_ratio', earned_claims_ratio);
|
||||
|
||||
$('#earned_claims_ratio_' + increment).val(earned_claims_ratio);
|
||||
}
|
||||
|
||||
|
||||
function earnedPremiumCalc(input) {
|
||||
|
||||
let increment = input.id.split('_').pop(); // Extract the increment part
|
||||
console.log('increment', increment);
|
||||
|
||||
// Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
|
||||
let premium_at_inception = Number($('#premium_at_inception_' + increment).val()) || 0;
|
||||
console.log('premium_at_inception', premium_at_inception);
|
||||
|
||||
let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
|
||||
console.log('policy_run_days', policy_run_days);
|
||||
|
||||
// Prevent division by zero and calculate earned premium
|
||||
let earned_premium = policy_run_days > 0 ? premium_at_inception / policy_run_days : 0;
|
||||
console.log('earned_premium', earned_premium);
|
||||
|
||||
// Set the calculated value with two decimal places
|
||||
$('#earned_premium_' + increment).val(earned_premium.toFixed(2));
|
||||
}
|
||||
|
||||
|
||||
//---------------------------------------------------------------------------------------------------------
|
||||
|
||||
$("#leads_form_id").submit(function(event) {
|
||||
@ -876,6 +1237,8 @@ $('#lead_type').change(function() {
|
||||
$('#policy_start_date').removeAttr('required');
|
||||
$('#claims').removeAttr('required');
|
||||
$('#freshDiv').hide();
|
||||
$('.freashDiv').show()
|
||||
$('.renewalDiv').hide()
|
||||
|
||||
$('#gst').val('');
|
||||
$('#pan').val('');
|
||||
@ -885,6 +1248,10 @@ $('#lead_type').change(function() {
|
||||
$('#contact_person_mobile').val('');
|
||||
$('#contact_person_email').val('');
|
||||
|
||||
$('.emp_title').text('No of Employees at Inception')
|
||||
$('.depnd_title').text(' No of Dependents at Inception')
|
||||
$('.total_title').text('Total Lives at Inception')
|
||||
|
||||
} else {
|
||||
|
||||
$('#renewalDiv').find('select, input').removeAttr('required');
|
||||
@ -905,6 +1272,23 @@ $('#lead_type').change(function() {
|
||||
$('#client_name').val('');
|
||||
$('#client_short_name').val('');
|
||||
$('#entity_type_id').val('');
|
||||
|
||||
if(value == 1){
|
||||
$('.freashDiv').hide()
|
||||
$('.renewalDiv').show()
|
||||
|
||||
$('.emp_title').text('No of Employees')
|
||||
$('.depnd_title').text('No of Dependents')
|
||||
$('.total_title').text('Total Lives')
|
||||
}else{
|
||||
$('.freashDiv').show()
|
||||
$('.renewalDiv').hide()
|
||||
|
||||
$('.emp_title').text('No of Employees at Inception')
|
||||
$('.depnd_title').text(' No of Dependents at Inception')
|
||||
$('.total_title').text('Total Lives at Inception')
|
||||
|
||||
}
|
||||
}
|
||||
|
||||
})
|
||||
@ -929,6 +1313,12 @@ function tpaChange(input, unique_id) {
|
||||
|
||||
//-----------------------------------------------------------------------------------------------------------
|
||||
|
||||
function sumOfLives(input){
|
||||
|
||||
}
|
||||
|
||||
//-----------------------------------------------------------------------------------------------------------
|
||||
|
||||
function getURLParamsForReport() {
|
||||
|
||||
const params = new URLSearchParams(window.location.search);
|
||||
|
||||
@ -102,11 +102,11 @@ table.dataTable tbody td {
|
||||
<a href="<?= base_url('/rfq/list/').$row['id'] . '/' . 1; ?>" class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>">
|
||||
<i class="mdi mdi-note-text mr-2 text-muted font-18 vertical-middle"></i>RFQ
|
||||
</a>
|
||||
<?php if($row['qcr_count'] > 0) { ?>
|
||||
<!-- <?php if($row['qcr_count'] > 0) { ?>
|
||||
<a href="<?= base_url('/rfq/list/').$row['id'] . '/' . 2; ?>" class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>">
|
||||
<i class="mdi mdi-note-text mr-2 text-muted font-18 vertical-middle"></i>QCR
|
||||
</a>
|
||||
<?php } ?>
|
||||
<?php } ?> -->
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
|
||||
@ -1099,6 +1099,7 @@
|
||||
}
|
||||
|
||||
if (key.includes("family_floaters")) {
|
||||
|
||||
let checkboxes = document.querySelectorAll(`input[name="${key}[]"]`);
|
||||
if (jsonObject[key]) {
|
||||
|
||||
@ -1133,6 +1134,8 @@
|
||||
$('#family_floaters').val('1PIL');
|
||||
} else if (jsonObject[key]['parents-in-law'] == 2) {
|
||||
$('#family_floaters').val('2PIL');
|
||||
} else if (jsonObject[key]['either-parents-pil'] == 2) {
|
||||
$('#family_floaters').val('4EPORPIL');
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
File diff suppressed because it is too large
Load Diff
@ -27,7 +27,7 @@ table.dataTable tbody td {
|
||||
<div class="card-body">
|
||||
<div class="row" style="padding-bottom: 10px;">
|
||||
<div class="col-6" style="align-self: center;">
|
||||
<h4 style="position: relative;">BDS Report</h4>
|
||||
<h4 style="position: relative;">BDS Report <span id="bds_title"></span></h4>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
@ -62,17 +62,9 @@ table.dataTable tbody td {
|
||||
<th>Base <br> Revenue %</th>
|
||||
<th>TP / Terrorism <br> Revenue %</th>
|
||||
<th>Total IRDA <br> Revenue INR</th>
|
||||
<th>GST on Revenue</th>
|
||||
<th>Total Amount <br> Receivable</th>
|
||||
<th>Billed Amount</th>
|
||||
<th>UnBilled Amount</th>
|
||||
<th>Rewards</th>
|
||||
<th>Invoice Number</th>
|
||||
<th>Invoice Date</th>
|
||||
<th>Invoice Amount</th>
|
||||
<th>Realization Amount</th>
|
||||
<th>Outstanding Amount</th>
|
||||
<th>Payment Status</th>
|
||||
<th>UTR</th>
|
||||
<th>Payment Date</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@ -105,28 +97,10 @@ table.dataTable tbody td {
|
||||
<td class="right-align-input"><?php echo $row['total_premium']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['agreed_bp_per']; ?> %</td>
|
||||
<td class="right-align-input"><?php echo $row['agreed_tp_or_ter_per'];?> %</td>
|
||||
<td class="right-align-input"><?php echo $row['total_irda']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['gst_on_revenue']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['total_amt_received']; ?></td>
|
||||
<td class="right-align-input" onclick="showCoShareStatementDetails(this)" data-id="<?= $row['pt_id'] ?>"><?php echo empty($row['total_irda_amt']) ? $row['exp_amt'] : $row['total_irda_amt']; ?></td>
|
||||
<td class="right-align-input"><?php echo empty($row['billed_amt']) ? '0.00' : $row['billed_amt'] ?></td>
|
||||
<td class="right-align-input"><?php echo empty($row['unbilled_amt']) ? '0.00' : $row['unbilled_amt']?></td>
|
||||
<td class="right-align-input"><?php echo $row['reward']; ?></td>
|
||||
<td><?php echo $row['invoice_no']; ?></td>
|
||||
<td><?php echo empty($row['invoice_date']) ? '' : date('d/m/Y', strtotime($row['invoice_date'])); ?></td>
|
||||
<td class="right-align-input"><?php echo $row['invoice_amount']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['realization_amount']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['outstanding_amount']; ?></td>
|
||||
<td>
|
||||
<?php
|
||||
if($row['outstanding_amount'] == '0.00'){
|
||||
echo 'Payment Received';
|
||||
}else if($row['outstanding_amount'] == NULL){
|
||||
echo '';
|
||||
}else{
|
||||
echo 'Partially Received';
|
||||
}
|
||||
?>
|
||||
</td>
|
||||
<td><?php echo $row['utr_numbers']; ?></td>
|
||||
<td><?php echo $row['payment_dates']; ?></td>
|
||||
</tr>
|
||||
<?php } ?>
|
||||
<?php } ?>
|
||||
@ -140,6 +114,38 @@ table.dataTable tbody td {
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- modal content -->
|
||||
<div class="modal fade" id="centermodal" tabindex="-1" role="dialog" aria-hidden="true" aria-modal="true" data-backdrop="static">
|
||||
<div class="modal-dialog modal-lg">
|
||||
<div class="modal-content">
|
||||
<div class="modal-header" style="background-color: gainsboro;">
|
||||
<h4 class="modal-title" id="myCenterModalLabel">Statement Details <span id="heading"></span></h4>
|
||||
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
|
||||
</div>
|
||||
<div class="modal-body" id="modal_body">
|
||||
<div class="table-responsive">
|
||||
<table class="table table-hover mb-0">
|
||||
<thead class="bg-light" id="table_head_data">
|
||||
<tr>
|
||||
<th>Statement No.</th>
|
||||
<th>Statement Month</th>
|
||||
<th>Actual Amount</th>
|
||||
<th>Invoice No.</th>
|
||||
<th>Invoice Date.</th>
|
||||
<th>Invoice Status.</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody id="table_data">
|
||||
</tbody>
|
||||
</table>
|
||||
</div> <!-- end table-responsive-->
|
||||
</div>
|
||||
</div><!-- /.modal-content -->
|
||||
</div><!-- /.modal-dialog -->
|
||||
</div><!-- /.modal -->
|
||||
|
||||
<!-------------------------------------------------------------------------------------------------->
|
||||
|
||||
<script>
|
||||
// Datatable document ready
|
||||
$(document).ready(function() {
|
||||
@ -197,8 +203,68 @@ $(document).ready(function() {
|
||||
ordering: false,
|
||||
});
|
||||
} else {
|
||||
console.error("Table not found.");
|
||||
console.error("Table atet found.");
|
||||
}
|
||||
});
|
||||
|
||||
// ----------------------------------------------------------------------------------------------------
|
||||
|
||||
function showCoShareStatementDetails(input){
|
||||
|
||||
let pt_id = $(input).data('id');
|
||||
console.log('pt_id', pt_id)
|
||||
|
||||
var myModal = new bootstrap.Modal(document.getElementById('centermodal'));
|
||||
myModal.show();
|
||||
|
||||
getCoShareStatementDetails(pt_id)
|
||||
}
|
||||
|
||||
|
||||
function getCoShareStatementDetails(pt_id){
|
||||
|
||||
let url = '<?= base_url('util/getCoShareStatementDetails/') ?>' + pt_id;
|
||||
|
||||
sendAjaxRequestForGlobal(url, 'GET', {}, function(response) {
|
||||
console.log('Data fetched successfully:', response);
|
||||
|
||||
if (response.status === true) {
|
||||
|
||||
appendTableData(response.data)
|
||||
|
||||
} else {
|
||||
toastr.warning(response.message, 'WARNING');
|
||||
}
|
||||
}, function(xhr, status, error) {
|
||||
console.error('Error fetching data:', error);
|
||||
console.error(xhr.responseText);
|
||||
});
|
||||
|
||||
}
|
||||
|
||||
function appendTableData(data) {
|
||||
|
||||
// Ensure the table body selector matches your table's structure
|
||||
let tableBody = $("#table_data");
|
||||
|
||||
// Clear the table body before appending new rows
|
||||
tableBody.empty();
|
||||
|
||||
// Loop through the data and append rows
|
||||
data.forEach(row => {
|
||||
let tableRow = `
|
||||
<tr>
|
||||
<td>${row.stmt_sno ?? '-'}</td>
|
||||
<td>${row.month ?? '-'}</td>
|
||||
<td>${row.sum_of_actual_amt ?? '-'}</td>
|
||||
<td>${row.invoice_no ?? '-'}</td>
|
||||
<td>${row.invoice_date ?? '-'}</td>
|
||||
<td>${row.invoice_status ?? '-'}</td>
|
||||
</tr>
|
||||
`;
|
||||
tableBody.append(tableRow);
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
</script>
|
||||
@ -22,31 +22,35 @@
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_branch">Client<span class="text-danger"></span></label>
|
||||
<select class="form-control" id="client_id" name="client_id" >
|
||||
<select class="form-control" id="client_id" name="client_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
|
||||
<option value="0">Select Client</option>
|
||||
<?php
|
||||
if (isset($clients) && count($clients)) {
|
||||
foreach ($clients as $key => $value) {
|
||||
echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="addon_policy"> Insurer <span id="base_danger" class="text-danger"></span></label>
|
||||
<select class="form-control" id="insurer_id" name="insurer_id" >
|
||||
<label for="client_branch_id">Client Branch<span class="text-danger"></span></label>
|
||||
<select class="form-control" id="client_branch_id" name="client_branch_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
|
||||
<option value="0">Select Client Branch</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="insurer_id"> Insurer <span id="base_danger" class="text-danger"></span></label>
|
||||
<select class="form-control" id="insurer_id" name="insurer_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()" >
|
||||
<option value="0" selected>Select Insurer</option>
|
||||
<?php foreach ($insurer as $value) { ?>
|
||||
<option value="<?= $value['id']?>"><?= $value['name']?></option>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="insurer_branch_id"> Insurer Branch <span id="base_danger" class="text-danger"></span></label>
|
||||
<select class="form-control" id="insurer_branch_id" name="insurer_branch_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
|
||||
<option value="0" selected>Select Insurer Branch</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="email"> Policy Type <span class="text-danger"></span></label>
|
||||
<select class="form-control" id="policy_type_id" name="policy_type_id" >
|
||||
<select class="form-control" id="policy_type_id" name="policy_type_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
|
||||
<option value="0">Select Policy Type</option>
|
||||
<?php
|
||||
if (isset($policy_types) && count($policy_types)) {
|
||||
@ -58,6 +62,13 @@
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_policy_id"> Client Policy <span id="base_danger" class="text-danger"></span></label>
|
||||
<select class="form-control" id="client_policy_id" name="client_policy_id" >
|
||||
<option value="0" selected>Select client policy</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_branch">Issuer<span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="issuer" name="issuer" required>
|
||||
@ -72,13 +83,10 @@
|
||||
</select>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="form-row">
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label>Date Type<span class="text-danger"></span></label>
|
||||
<select class="form-control" id="date_type" name="date_type" onchange="hideDateField()">
|
||||
<select class="form-control" id="date_type" name="date_type" onchange="hideDateField(); changeTitle();">
|
||||
<option value="0">Select Date Type</option>
|
||||
<?php
|
||||
if (isset($date_type) && count($date_type)) {
|
||||
@ -100,7 +108,7 @@
|
||||
<input type="hidden" id="endDate">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
|
||||
<div class="form-group col-md-12 text-right m-b-0" style="margin-top: 29px;">
|
||||
<a href="<?= base_url("/policy_tranction/report/list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
|
||||
<a href="<?= base_url("/policy_tranction/report/list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>
|
||||
</div>
|
||||
@ -130,11 +138,23 @@
|
||||
|
||||
<script>
|
||||
|
||||
let client_list = [];
|
||||
let branch_list = [];
|
||||
let policy_list = [];
|
||||
let insurer_list = [];
|
||||
let insurer_branch_list = [];
|
||||
|
||||
|
||||
$(document).ready(function() {
|
||||
|
||||
getClientAndBranchAndPolicy()
|
||||
getURLParams()
|
||||
$('#client_id').select2();
|
||||
$('#client_branch_id').select2();
|
||||
$('#insurer_id').select2();
|
||||
$('#insurer_branch_id').select2();
|
||||
$('#policy_type_id').select2();
|
||||
$('#client_policy_id').select2();
|
||||
})
|
||||
|
||||
function fetchEmpolyeeList(event)
|
||||
@ -148,6 +168,9 @@ function fetchEmpolyeeList(event)
|
||||
var policy_type_id = $('#policy_type_id').val();
|
||||
var date_type = $('#date_type').val();
|
||||
var issuer = $('#issuer').val();
|
||||
var client_branch_id = $('#client_branch_id').val();
|
||||
var insurer_branch_id = $('#insurer_branch_id').val();
|
||||
var client_policy_id = $('#client_policy_id').val();
|
||||
|
||||
console.log(start_date + '-' + end_date);
|
||||
|
||||
@ -159,6 +182,9 @@ function fetchEmpolyeeList(event)
|
||||
policy_type_id: policy_type_id,
|
||||
date_type: date_type,
|
||||
issuer: issuer,
|
||||
client_branch_id: client_branch_id,
|
||||
insurer_branch_id: insurer_branch_id,
|
||||
client_policy_id: client_policy_id,
|
||||
};
|
||||
|
||||
const queryString = objectToQueryString(queryParams);
|
||||
@ -184,6 +210,9 @@ function getURLParams()
|
||||
const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
|
||||
const date_type = params.get('date_type') || 0; // Default to 0 if not found
|
||||
const issuer = params.get('issuer') || 0; // Default to 0 if not found
|
||||
const client_branch_id = params.get('client_branch_id') || 0; // Default to 0 if not found
|
||||
const insurer_branch_id = params.get('insurer_branch_id') || 0; // Default to 0 if not found
|
||||
const client_policy_id = params.get('client_policy_id') || 0; // Default to 0 if not found
|
||||
|
||||
hideDateField(date_type)
|
||||
|
||||
@ -194,6 +223,9 @@ function getURLParams()
|
||||
console.log('policy_type_id', policy_type_id)
|
||||
console.log('date_type', date_type)
|
||||
console.log('issuer', issuer)
|
||||
console.log('client_branch_id', client_branch_id)
|
||||
console.log('insurer_branch_id', insurer_branch_id)
|
||||
console.log('client_policy_id', client_policy_id)
|
||||
|
||||
// Log the values or use them as needed
|
||||
console.log('Start Date:', startDate);
|
||||
@ -203,11 +235,18 @@ function getURLParams()
|
||||
setTimeout(function(){
|
||||
$('#start_date').val(startDate)
|
||||
$('#end_date').val(endDate)
|
||||
$('#client_id').val(client_id).change()
|
||||
$('#insurer_id').val(insurer_id).change()
|
||||
$('#policy_type_id').val(policy_type_id).change()
|
||||
$('#date_type').val(date_type)
|
||||
$('#client_id').val(client_id).select2()
|
||||
$('#insurer_id').val(insurer_id).select2()
|
||||
$('#policy_type_id').val(policy_type_id).select2()
|
||||
$('#date_type').val(date_type).trigger('change');
|
||||
$('#issuer').val(issuer)
|
||||
setTimeout(function(){
|
||||
$('#client_branch_id').val(client_branch_id).select2()
|
||||
$('#insurer_branch_id').val(insurer_branch_id).select2()
|
||||
setTimeout(function(){
|
||||
$('#client_policy_id').val(client_policy_id).select2();
|
||||
}, 1000);
|
||||
}, 2000)
|
||||
},1000)
|
||||
|
||||
}
|
||||
@ -283,4 +322,225 @@ function hideDateField(input = null)
|
||||
}
|
||||
}
|
||||
|
||||
// -----------------------------------------------------------------------------------------------
|
||||
|
||||
//featch client, client branch, insurer, insurer branch and client policy list data
|
||||
function getClientAndBranchAndPolicy()
|
||||
{
|
||||
$.ajax({
|
||||
url: '<?= base_url("/util/getClientAndBranchAndPolicy") ?>',
|
||||
type: "GET",
|
||||
dataType: 'json',
|
||||
success: function(res) {
|
||||
|
||||
console.log('getClientAndBranchAndPolicy', res);
|
||||
if(res.status == true){
|
||||
client_list = res.client_data;
|
||||
branch_list = res.branch_data;
|
||||
policy_list = res.policy_data;
|
||||
insurer_list = res.insurer_data;
|
||||
insurer_branch_list = res.insurer_branch_data;
|
||||
appendClients(res.client_data);
|
||||
appendInsurer(res.insurer_data);
|
||||
}else{
|
||||
console.log('No data found');
|
||||
}
|
||||
|
||||
},
|
||||
error: function(xhr, status, error) {
|
||||
console.error(xhr.responseText);
|
||||
console.error(status, error);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
//append clients for filter
|
||||
function appendClients(data)
|
||||
{
|
||||
$('#client_id').empty();
|
||||
|
||||
$('#client_id').append($('<option>', {
|
||||
value: '',
|
||||
text: 'Select Client'
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.client_name,
|
||||
'data-cn': item.client_name,
|
||||
'data-ct': item.client_type,
|
||||
class: (item.client_type == 1) ? 'group' : (item.client_type == 2) ? 'individual' : ''
|
||||
});
|
||||
|
||||
$('#client_id').append(option);
|
||||
});
|
||||
|
||||
}
|
||||
|
||||
//append clients branch for filter
|
||||
function appendBranch(data)
|
||||
{
|
||||
|
||||
$('#client_branch_id').empty();
|
||||
|
||||
$('#client_branch_id').append($('<option>', {
|
||||
value: '',
|
||||
text: 'Select Branch'
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.branch_name
|
||||
});
|
||||
$('#client_branch_id').append(option);
|
||||
});
|
||||
}
|
||||
|
||||
//append insurer for filter
|
||||
function appendInsurer(data)
|
||||
{
|
||||
$('#insurer_id').empty();
|
||||
|
||||
$('#insurer_id').append($('<option>', {
|
||||
value: '',
|
||||
text: 'Select Insurer'
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.name,
|
||||
});
|
||||
|
||||
$('#insurer_id').append(option);
|
||||
});
|
||||
|
||||
}
|
||||
|
||||
//append insurer branch for filter
|
||||
function appendInsurerBranch(data)
|
||||
{
|
||||
|
||||
$('#insurer_branch_id').empty();
|
||||
|
||||
$('#insurer_branch_id').append($('<option>', {
|
||||
value: '',
|
||||
text: 'Select Insurer Branch'
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.branch_name
|
||||
});
|
||||
$('#insurer_branch_id').append(option);
|
||||
});
|
||||
}
|
||||
|
||||
//append client policy for filter
|
||||
function appendPolicies(data)
|
||||
{
|
||||
// console.log('appendPolicies', data);
|
||||
// console.log('appendPolicies', $('#client_policy_id'));
|
||||
|
||||
$('#client_policy_id').empty();
|
||||
$('#client_policy_id').append($('<option>', {
|
||||
value: '',
|
||||
text: 'Select Policy',
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.policy_type + '-' + item.policy_no,
|
||||
});
|
||||
$('#client_policy_id').append(option);
|
||||
});
|
||||
}
|
||||
|
||||
// -------------------------------------------------------------------------------------------------
|
||||
|
||||
//client branch and insurer branch onchange document ready function
|
||||
$(document).ready(function(){
|
||||
|
||||
$('#client_id').change(function(){
|
||||
|
||||
let client_id = $(this).val();
|
||||
console.log('client_id', client_id);
|
||||
|
||||
if(branch_list != '') {
|
||||
// console.log(branch_list[client_id]);
|
||||
let data = branch_list[client_id];
|
||||
appendBranch(data);
|
||||
}
|
||||
|
||||
})
|
||||
|
||||
$('#insurer_id').change(function(){
|
||||
|
||||
let insurer_id = $(this).val();
|
||||
console.log('insurer_id', insurer_id);
|
||||
|
||||
if(insurer_branch_list != '') {
|
||||
// console.log(insurer_branch_list[insurer_id]);
|
||||
let data = insurer_branch_list[insurer_id];
|
||||
appendInsurerBranch(data);
|
||||
}
|
||||
|
||||
})
|
||||
|
||||
});
|
||||
|
||||
//get policy list based on the client, client_branch, insurer, insurer_branch and policy type
|
||||
function getClientPolicyDataBasedOnClientAndInsuer(){
|
||||
|
||||
let client_id = $('#client_id').val() ?? 0;
|
||||
let client_branch_id = $('#client_branch_id').val() ?? 0;
|
||||
let insurer_id = $('#insurer_id').val() ?? 0;
|
||||
let insurer_branch_id = $('#insurer_branch_id').val() ?? 0;
|
||||
let policy_type_id = $('#policy_type_id').val() ?? 0;
|
||||
|
||||
let url = '<?= base_url('util/getClientPolicyDataBasedOnClientAndInsuer/') ?>';
|
||||
|
||||
let requestData = {
|
||||
client_id: client_id,
|
||||
client_branch_id: client_branch_id,
|
||||
insurer_id: insurer_id,
|
||||
insurer_branch_id: insurer_branch_id,
|
||||
policy_type_id: policy_type_id,
|
||||
};
|
||||
|
||||
sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
|
||||
console.log('Data fetched successfully:', response);
|
||||
|
||||
if (response.status === true) {
|
||||
|
||||
appendPolicies(response.data)
|
||||
|
||||
} else {
|
||||
toastr.warning(response.message, 'WARNING');
|
||||
}
|
||||
}, function(xhr, status, error) {
|
||||
console.error('Error fetching data:', error);
|
||||
console.error(xhr.responseText);
|
||||
});
|
||||
|
||||
}
|
||||
|
||||
//for the change title
|
||||
function changeTitle(input){
|
||||
|
||||
let val = $(input).val();
|
||||
if(val == 'statement_month'){
|
||||
$('#bds_title').text(' - Statement Month Wise List')
|
||||
}else{
|
||||
$('#bds_title').text(' - Policy Wise List')
|
||||
}
|
||||
|
||||
}
|
||||
|
||||
</script>
|
||||
204
app/Views/report_bds_old.php
Normal file
204
app/Views/report_bds_old.php
Normal file
@ -0,0 +1,204 @@
|
||||
<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;
|
||||
}
|
||||
</style>
|
||||
|
||||
<div class="col-12" id="second_page">
|
||||
<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;">BDS Report</h4>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
<div class="table-responsive">
|
||||
<table id="scroll-horizontal-datatable" class="table w-100 nowrap">
|
||||
<thead class="bg-light">
|
||||
<tr>
|
||||
<th>S. No</th>
|
||||
<th>Month</th>
|
||||
<th>Business Type</th>
|
||||
<th>Client Type</th>
|
||||
<th>Insured Name</th>
|
||||
<th>Policy/<br>Endorsement</th>
|
||||
<th>Policy Type</th>
|
||||
<th>BAP Group</th>
|
||||
<th>Vehicle Number</th>
|
||||
<th>Policy No</th>
|
||||
<th>Endorsement No</th>
|
||||
<th>Insurer Name</th>
|
||||
<th>Insurer Branch</th>
|
||||
<th>TPA</th>
|
||||
<th>Endorsement <br> Effective Date</th>
|
||||
<th>Policy <br> Effective Date</th>
|
||||
<th>Policy <br> Expiry Date</th>
|
||||
<th>Reference</th>
|
||||
<th>Remarks</th>
|
||||
<th>Base Premium</th>
|
||||
<th>Terrorism/TP</th>
|
||||
<th>Premium <br> (without GST)</th>
|
||||
<th>GST @ 18%</th>
|
||||
<th>Total Premium</th>
|
||||
<th>Base <br> Revenue %</th>
|
||||
<th>TP / Terrorism <br> Revenue %</th>
|
||||
<th>Total IRDA <br> Revenue INR</th>
|
||||
<th>GST on Revenue</th>
|
||||
<th>Total Amount <br> Receivable</th>
|
||||
<th>Rewards</th>
|
||||
<th>Invoice Number</th>
|
||||
<th>Invoice Date</th>
|
||||
<th>Invoice Amount</th>
|
||||
<th>Realization Amount</th>
|
||||
<th>Outstanding Amount</th>
|
||||
<th>Payment Status</th>
|
||||
<th>UTR</th>
|
||||
<th>Payment Date</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<?php if (isset($report_list)) { ?>
|
||||
<?php foreach($report_list as $index => $row){ ?>
|
||||
<tr>
|
||||
<td><?= $index + 1 ?></td>
|
||||
<td><?php echo $row['policy_issue_month']; ?></td>
|
||||
<td><?php echo $row['revenue_type']; ?></td>
|
||||
<td><?php echo $row['client_type']; ?></td>
|
||||
<td><?php echo $row['client_name']; ?></td>
|
||||
<td><?php echo $row['action_type']; ?></td>
|
||||
<td><?php echo $row['policy_type']; ?></td>
|
||||
<td><?php echo $row['bap']; ?></td>
|
||||
<td><?php echo $row['vehicle_no'] ?? 'N.A'; ?></td>
|
||||
<td><?php echo $row['policy_no']; ?></td>
|
||||
<td><?php echo $row['endorsement_no']; ?></td>
|
||||
<td><?php echo $row['insurer_name']; ?> </td>
|
||||
<td><?php echo $row['insurer_branch_name']; ?></td>
|
||||
<td><?php echo $row['tpa_name']; ?></td>
|
||||
<td><?php echo empty($row['endorse_eff_date']) ? '' : date('d/m/Y', strtotime($row['endorse_eff_date'])) ?></td>
|
||||
<td><?php echo empty($row['policy_start_date']) ? '' : date('d/m/Y', strtotime($row['policy_start_date'])); ?></td>
|
||||
<td><?php echo empty($row['policy_end_date']) ? '' : date('d/m/Y', strtotime($row['policy_end_date'])); ?></td>
|
||||
<td><?php echo $row['ref']; ?></td>
|
||||
<td><?php echo $row['remarks']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['bp_amt']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['tp_or_ter']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['premium_wo_gst']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['gst_amount']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['total_premium']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['agreed_bp_per']; ?> %</td>
|
||||
<td class="right-align-input"><?php echo $row['agreed_tp_or_ter_per'];?> %</td>
|
||||
<td class="right-align-input"><?php echo $row['total_irda']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['gst_on_revenue']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['total_amt_received']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['reward']; ?></td>
|
||||
<td><?php echo $row['invoice_no']; ?></td>
|
||||
<td><?php echo empty($row['invoice_date']) ? '' : date('d/m/Y', strtotime($row['invoice_date'])); ?></td>
|
||||
<td class="right-align-input"><?php echo $row['invoice_amount']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['realization_amount']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['outstanding_amount']; ?></td>
|
||||
<td>
|
||||
<?php
|
||||
if($row['outstanding_amount'] == '0.00'){
|
||||
echo 'Payment Received';
|
||||
}else if($row['outstanding_amount'] == NULL){
|
||||
echo '';
|
||||
}else{
|
||||
echo 'Partially Received';
|
||||
}
|
||||
?>
|
||||
</td>
|
||||
<td><?php echo $row['utr_numbers']; ?></td>
|
||||
<td><?php echo $row['payment_dates']; ?></td>
|
||||
</tr>
|
||||
<?php } ?>
|
||||
<?php } ?>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
<div>
|
||||
</div>
|
||||
</div>
|
||||
</div><!-- end col -->
|
||||
</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: 'csv',
|
||||
text: 'CSV',
|
||||
title: 'Policy-Tranction-BDS-List',
|
||||
},
|
||||
{
|
||||
extend: 'excel',
|
||||
text: 'Excel',
|
||||
title: 'Policy-Tranction-BDS-List',
|
||||
customize: function(xlsx) {
|
||||
var sheet = xlsx.xl.worksheets['sheet1.xml'];
|
||||
var total = 0;
|
||||
|
||||
// Find cells in column AB (28th column in Excel)
|
||||
$('row c[r^="AB"]', sheet).each(function() {
|
||||
var value = parseFloat($('v', this).text()); // Get the value inside the cell
|
||||
if (!isNaN(value)) {
|
||||
total += value;
|
||||
}
|
||||
});
|
||||
|
||||
// Get the last row index and append the total row
|
||||
var lastRow = $('row:last', sheet);
|
||||
var rowIndex = parseInt(lastRow.attr('r')) + 2; // Find the next row index
|
||||
var totalRow = '<row r="' + rowIndex + '">' +
|
||||
'<c t="inlineStr" r="AA' + rowIndex + '"><is><t>Total</t></is></c>' + // Insert "Total" in AA
|
||||
'<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) + '</v></c>' + // Insert sum in AB
|
||||
'</row>';
|
||||
|
||||
// Append the new total row to the sheet
|
||||
$(sheet).find('sheetData').append(totalRow);
|
||||
}
|
||||
}
|
||||
|
||||
],
|
||||
language: {
|
||||
search: "_INPUT_",
|
||||
searchPlaceholder: "Search..."
|
||||
},
|
||||
paging: true, // Enable pagination
|
||||
pageLength: 25, // Set default number of rows per page (optional)
|
||||
ordering: false,
|
||||
});
|
||||
} else {
|
||||
console.error("Table not found.");
|
||||
}
|
||||
});
|
||||
|
||||
</script>
|
||||
@ -27,6 +27,7 @@ table.dataTable tbody td {
|
||||
</style>
|
||||
|
||||
<div class="row" id="varience_filter">
|
||||
|
||||
<div class="col-12" style="margin-top: -12px;">
|
||||
<div id="accordion" class="mb-3">
|
||||
<div class="card mb-1">
|
||||
@ -43,34 +44,35 @@ table.dataTable tbody td {
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_branch">Client<span class="text-danger"></span></label>
|
||||
<select class="form-control" id="client_id" name="client_id">
|
||||
<select class="form-control" id="client_id" name="client_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
|
||||
<option value="0">Select Client</option>
|
||||
<?php
|
||||
if (isset($clients) && count($clients)) {
|
||||
foreach ($clients as $key => $value) {
|
||||
echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="addon_policy"> Insurer <span id="base_danger"
|
||||
class="text-danger"></span></label>
|
||||
<select class="form-control" id="insurer_id" name="insurer_id">
|
||||
<label for="client_branch_id">Client Branch<span class="text-danger"></span></label>
|
||||
<select class="form-control" id="client_branch_id" name="client_branch_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
|
||||
<option value="0">Select Client Branch</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="insurer_id"> Insurer <span id="base_danger" class="text-danger"></span></label>
|
||||
<select class="form-control" id="insurer_id" name="insurer_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()" >
|
||||
<option value="0" selected>Select Insurer</option>
|
||||
<?php if(isset($insurer) && count($insurer)){ ?>
|
||||
<?php foreach ($insurer as $value) { ?>
|
||||
<option value="<?= $value['id']?>"><?= $value['name']?></option>
|
||||
<?php } ?>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="insurer_branch_id"> Insurer Branch <span id="base_danger" class="text-danger"></span></label>
|
||||
<select class="form-control" id="insurer_branch_id" name="insurer_branch_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
|
||||
<option value="0" selected>Select Insurer Branch</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="email"> Policy Type <span class="text-danger"></span></label>
|
||||
<select class="form-control" id="policy_type_id" name="policy_type_id">
|
||||
<select class="form-control" id="policy_type_id" name="policy_type_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
|
||||
<option value="0">Select Policy Type</option>
|
||||
<?php
|
||||
if (isset($policy_types) && count($policy_types)) {
|
||||
@ -82,6 +84,13 @@ table.dataTable tbody td {
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_policy_id"> Client Policy <span id="base_danger" class="text-danger"></span></label>
|
||||
<select class="form-control" id="client_policy_id" name="client_policy_id" >
|
||||
<option value="0" selected>Select client policy</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_branch">Issuer<span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="issuer" name="issuer" required>
|
||||
@ -96,10 +105,6 @@ table.dataTable tbody td {
|
||||
</select>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="form-row">
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label>Date Type<span class="text-danger"></span></label>
|
||||
<select class="form-control" id="date_type" name="date_type"
|
||||
@ -135,6 +140,7 @@ table.dataTable tbody td {
|
||||
class="btn btn-primary" id="get-emp-list"
|
||||
onclick="fetchEmpolyeeList(event);">Submit</a>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@ -158,17 +164,15 @@ table.dataTable tbody td {
|
||||
<thead class="bg-light">
|
||||
<tr>
|
||||
<th>S.No</th>
|
||||
<th>Client Name</th>
|
||||
<th>Client</th>
|
||||
<th>Client Branch</th>
|
||||
<th>Insurer</th>
|
||||
<th>Insurer Branch</th>
|
||||
<th>Policy</th>
|
||||
<!-- <th>Policy No</th> -->
|
||||
<th>Endorsement No</th>
|
||||
<th>Expected Amount</th>
|
||||
<th>Invoice Status</th>
|
||||
<th>Invoice Amount</th>
|
||||
<th>Realization Amount</th>
|
||||
<th>Statement Amount</th>
|
||||
<th>Variance</th>
|
||||
<!-- <th>Action</th> -->
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
@ -177,34 +181,14 @@ table.dataTable tbody td {
|
||||
<tr>
|
||||
<td><?= $index + 1 ?></td>
|
||||
<td><?php echo $row['client_name']; ?></td>
|
||||
<td><?php echo $row['client_branch_name']; ?></td>
|
||||
<td><?php echo $row['insurer_name']; ?></td>
|
||||
<td><?php echo $row['insurer_branch_name']; ?></td>
|
||||
<td><?php echo $row['policy_type'] .' - '. $row['policy_no']; ?></td>
|
||||
<!-- <td><?php echo $row['policy_no']; ?></td> -->
|
||||
<td><?php echo $row['endorsement_no']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['exp_amt']; ?></td>
|
||||
<td class="center-align-input"><?php echo isset($row['invoice_status']) ? $row['invoice_status'] : ' - '; ?></td>
|
||||
<td class="right-align-input"><?php echo isset($row['invoice_amount']) ? $row['invoice_amount'] : '0.00'; ?></td>
|
||||
<td class="right-align-input"><?php echo isset($row['realization_amount']) ? $row['realization_amount'] : '0.00'; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['variance']; ?></td>
|
||||
<!-- <td>
|
||||
<div class="btn-group dropdown">
|
||||
<a href="javascript: void(0);"
|
||||
class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"
|
||||
aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
|
||||
<div class="dropdown-menu dropdown-menu-right">
|
||||
<a href="
|
||||
<?php
|
||||
if ($row['action_type'] == 'I') {
|
||||
echo base_url("/policy_tranction/inception/list") . '?pt_id=' . $row['id'];
|
||||
} else {
|
||||
echo base_url("/policy_tranction/endorsement/list") . '?pt_id=' . $row['id'];
|
||||
}
|
||||
?>" id="get-policy-list" class="dropdown-item btnEdit">
|
||||
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</td> -->
|
||||
<td class="right-align-input"><?php echo $row['statement_amount']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['variance_amt']; ?></td>
|
||||
</tr>
|
||||
<?php } ?>
|
||||
<?php } ?>
|
||||
@ -219,6 +203,13 @@ table.dataTable tbody td {
|
||||
</div>
|
||||
|
||||
<script>
|
||||
|
||||
let client_list = [];
|
||||
let branch_list = [];
|
||||
let policy_list = [];
|
||||
let insurer_list = [];
|
||||
let insurer_branch_list = [];
|
||||
|
||||
// Datatable document ready
|
||||
$(document).ready(function() {
|
||||
|
||||
@ -282,13 +273,18 @@ $(document).ready(function() {
|
||||
});
|
||||
|
||||
$(document).ready(function() {
|
||||
getClientAndBranchAndPolicy()
|
||||
getURLParams()
|
||||
$('#client_id').select2();
|
||||
$('#client_branch_id').select2();
|
||||
$('#insurer_id').select2();
|
||||
$('#insurer_branch_id').select2();
|
||||
$('#client_policy_id').select2();
|
||||
$('#policy_type_id').select2();
|
||||
})
|
||||
|
||||
function fetchEmpolyeeList(event) {
|
||||
function fetchEmpolyeeList(event)
|
||||
{
|
||||
event.preventDefault(); // Prevent default action
|
||||
|
||||
var start_date = $('#startDate').val();
|
||||
@ -298,6 +294,9 @@ function fetchEmpolyeeList(event) {
|
||||
var policy_type_id = $('#policy_type_id').val();
|
||||
var date_type = $('#date_type').val();
|
||||
var issuer = $('#issuer').val();
|
||||
var client_branch_id = $('#client_branch_id').val();
|
||||
var insurer_branch_id = $('#insurer_branch_id').val();
|
||||
var client_policy_id = $('#client_policy_id').val();
|
||||
|
||||
console.log(start_date + '-' + end_date);
|
||||
|
||||
@ -309,6 +308,9 @@ function fetchEmpolyeeList(event) {
|
||||
policy_type_id: policy_type_id,
|
||||
date_type: date_type,
|
||||
issuer: issuer,
|
||||
client_branch_id: client_branch_id,
|
||||
insurer_branch_id: insurer_branch_id,
|
||||
client_policy_id: client_policy_id,
|
||||
};
|
||||
|
||||
const queryString = objectToQueryString(queryParams);
|
||||
@ -321,7 +323,8 @@ function objectToQueryString(obj) {
|
||||
return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
|
||||
}
|
||||
|
||||
function getURLParams() {
|
||||
function getURLParams()
|
||||
{
|
||||
const url = new URL(window.location.href);
|
||||
const params = new URLSearchParams(url.search);
|
||||
|
||||
@ -332,6 +335,9 @@ function getURLParams() {
|
||||
const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
|
||||
const date_type = params.get('date_type') || 0; // Default to 0 if not found
|
||||
const issuer = params.get('issuer') || 0; // Default to 0 if not found
|
||||
const client_branch_id = params.get('client_branch_id') || 0; // Default to 0 if not found
|
||||
const insurer_branch_id = params.get('insurer_branch_id') || 0; // Default to 0 if not found
|
||||
const client_policy_id = params.get('client_policy_id') || 0; // Default to 0 if not found
|
||||
|
||||
hideDateField(date_type)
|
||||
|
||||
@ -339,16 +345,19 @@ function getURLParams() {
|
||||
console.log('endDate', endDate)
|
||||
console.log('client_id', client_id)
|
||||
console.log('insurer_id', insurer_id)
|
||||
console.log('policy_type_id', policy_type_id)
|
||||
console.log('policy_type_id', policy_type_id)
|
||||
console.log('date_type', date_type)
|
||||
console.log('issuer', issuer)
|
||||
console.log('client_branch_id', client_branch_id)
|
||||
console.log('insurer_branch_id', insurer_branch_id)
|
||||
console.log('client_policy_id', client_policy_id)
|
||||
|
||||
// Log the values or use them as needed
|
||||
console.log('Start Date:', startDate);
|
||||
console.log('End Date:', endDate);
|
||||
|
||||
if (startDate != 0 && endDate != 0) {
|
||||
setTimeout(function() {
|
||||
setTimeout(function(){
|
||||
$('#start_date').val(startDate)
|
||||
$('#end_date').val(endDate)
|
||||
$('#client_id').val(client_id).change()
|
||||
@ -356,7 +365,14 @@ function getURLParams() {
|
||||
$('#policy_type_id').val(policy_type_id).change()
|
||||
$('#date_type').val(date_type)
|
||||
$('#issuer').val(issuer)
|
||||
}, 1000)
|
||||
setTimeout(function(){
|
||||
$('#client_branch_id').val(client_branch_id).change()
|
||||
$('#insurer_branch_id').val(insurer_branch_id).change()
|
||||
setTimeout(function(){
|
||||
$('#client_policy_id').val(client_policy_id).change();
|
||||
}, 1000);
|
||||
}, 2000)
|
||||
},2000)
|
||||
|
||||
}
|
||||
|
||||
@ -432,7 +448,6 @@ function hideDateField(input = null) {
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
function sendPolicyTransactionID(event, pt_id) {
|
||||
event.preventDefault(); // Prevent default action
|
||||
|
||||
@ -447,4 +462,214 @@ function sendPolicyTransactionID(event, pt_id) {
|
||||
console.log(apiURL);
|
||||
window.location.href = apiURL;
|
||||
}
|
||||
|
||||
// -------------------------------------------------------------------------------------------------
|
||||
|
||||
//featch client, client branch, insurer, insurer branch and client policy list data
|
||||
function getClientAndBranchAndPolicy()
|
||||
{
|
||||
$.ajax({
|
||||
url: '<?= base_url("/util/getClientAndBranchAndPolicy") ?>',
|
||||
type: "GET",
|
||||
dataType: 'json',
|
||||
success: function(res) {
|
||||
|
||||
console.log('getClientAndBranchAndPolicy', res);
|
||||
if(res.status == true){
|
||||
client_list = res.client_data;
|
||||
branch_list = res.branch_data;
|
||||
policy_list = res.policy_data;
|
||||
insurer_list = res.insurer_data;
|
||||
insurer_branch_list = res.insurer_branch_data;
|
||||
appendClients(res.client_data);
|
||||
appendInsurer(res.insurer_data);
|
||||
}else{
|
||||
console.log('No data found');
|
||||
}
|
||||
|
||||
},
|
||||
error: function(xhr, status, error) {
|
||||
console.error(xhr.responseText);
|
||||
console.error(status, error);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
//append clients for filter
|
||||
function appendClients(data)
|
||||
{
|
||||
$('#client_id').empty();
|
||||
|
||||
$('#client_id').append($('<option>', {
|
||||
value: '',
|
||||
text: 'Select Client'
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.client_name,
|
||||
'data-cn': item.client_name,
|
||||
'data-ct': item.client_type,
|
||||
class: (item.client_type == 1) ? 'group' : (item.client_type == 2) ? 'individual' : ''
|
||||
});
|
||||
|
||||
$('#client_id').append(option);
|
||||
});
|
||||
|
||||
}
|
||||
|
||||
//append clients branch for filter
|
||||
function appendBranch(data)
|
||||
{
|
||||
|
||||
$('#client_branch_id').empty();
|
||||
|
||||
$('#client_branch_id').append($('<option>', {
|
||||
value: '',
|
||||
text: 'Select Branch'
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.branch_name
|
||||
});
|
||||
$('#client_branch_id').append(option);
|
||||
});
|
||||
}
|
||||
|
||||
//append insurer for filter
|
||||
function appendInsurer(data)
|
||||
{
|
||||
$('#insurer_id').empty();
|
||||
|
||||
$('#insurer_id').append($('<option>', {
|
||||
value: '',
|
||||
text: 'Select Insurer'
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.name,
|
||||
});
|
||||
|
||||
$('#insurer_id').append(option);
|
||||
});
|
||||
|
||||
}
|
||||
|
||||
//append insurer branch for filter
|
||||
function appendInsurerBranch(data)
|
||||
{
|
||||
|
||||
$('#insurer_branch_id').empty();
|
||||
|
||||
$('#insurer_branch_id').append($('<option>', {
|
||||
value: '',
|
||||
text: 'Select Insurer Branch'
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.branch_name
|
||||
});
|
||||
$('#insurer_branch_id').append(option);
|
||||
});
|
||||
}
|
||||
|
||||
//append client policy for filter
|
||||
function appendPolicies(data)
|
||||
{
|
||||
// console.log('appendPolicies', data);
|
||||
// console.log('appendPolicies', $('#client_policy_id'));
|
||||
|
||||
$('#client_policy_id').empty();
|
||||
$('#client_policy_id').append($('<option>', {
|
||||
value: '',
|
||||
text: 'Select Policy',
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.policy_type + '-' + item.policy_no,
|
||||
});
|
||||
$('#client_policy_id').append(option);
|
||||
});
|
||||
}
|
||||
|
||||
// -------------------------------------------------------------------------------------------------
|
||||
|
||||
//client branch and insurer branch onchange document ready function
|
||||
$(document).ready(function(){
|
||||
|
||||
$('#client_id').change(function(){
|
||||
|
||||
let client_id = $(this).val();
|
||||
console.log('client_id', client_id);
|
||||
|
||||
if(branch_list != '') {
|
||||
// console.log(branch_list[client_id]);
|
||||
let data = branch_list[client_id];
|
||||
appendBranch(data);
|
||||
}
|
||||
|
||||
})
|
||||
|
||||
$('#insurer_id').change(function(){
|
||||
|
||||
let insurer_id = $(this).val();
|
||||
console.log('insurer_id', insurer_id);
|
||||
|
||||
if(insurer_branch_list != '') {
|
||||
// console.log(insurer_branch_list[insurer_id]);
|
||||
let data = insurer_branch_list[insurer_id];
|
||||
appendInsurerBranch(data);
|
||||
}
|
||||
|
||||
})
|
||||
|
||||
});
|
||||
|
||||
//get policy list based on the client, client_branch, insurer, insurer_branch and policy type
|
||||
function getClientPolicyDataBasedOnClientAndInsuer(){
|
||||
|
||||
let client_id = $('#client_id').val() ?? 0;
|
||||
let client_branch_id = $('#client_branch_id').val() ?? 0;
|
||||
let insurer_id = $('#insurer_id').val() ?? 0;
|
||||
let insurer_branch_id = $('#insurer_branch_id').val() ?? 0;
|
||||
let policy_type_id = $('#policy_type_id').val() ?? 0;
|
||||
|
||||
let url = '<?= base_url('util/getClientPolicyDataBasedOnClientAndInsuer/') ?>';
|
||||
|
||||
let requestData = {
|
||||
client_id: client_id,
|
||||
client_branch_id: client_branch_id,
|
||||
insurer_id: insurer_id,
|
||||
insurer_branch_id: insurer_branch_id,
|
||||
policy_type_id: policy_type_id,
|
||||
};
|
||||
|
||||
sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
|
||||
console.log('Data fetched successfully:', response);
|
||||
|
||||
if (response.status === true) {
|
||||
|
||||
appendPolicies(response.data)
|
||||
|
||||
} else {
|
||||
toastr.warning(response.message, 'WARNING');
|
||||
}
|
||||
}, function(xhr, status, error) {
|
||||
console.error('Error fetching data:', error);
|
||||
console.error(xhr.responseText);
|
||||
});
|
||||
|
||||
}
|
||||
|
||||
</script>
|
||||
File diff suppressed because it is too large
Load Diff
@ -33,6 +33,7 @@
|
||||
"friendsofphp/php-cs-fixer": "^3.47.1",
|
||||
"kint-php/kint": "^5.0.4",
|
||||
"mikey179/vfsstream": "^1.6",
|
||||
"mockery/mockery": "^1.6",
|
||||
"nexusphp/cs-config": "^3.6",
|
||||
"phpunit/phpunit": "^9.1",
|
||||
"predis/predis": "^1.1 || ^2.0"
|
||||
|
||||
25
tests/unit/ExcelMergeHelperTest.php
Executable file
25
tests/unit/ExcelMergeHelperTest.php
Executable file
@ -0,0 +1,25 @@
|
||||
<?php
|
||||
require_once 'vendor/autoload.php';
|
||||
|
||||
use PHPUnit\Framework\TestCase;
|
||||
use App\Helpers\ExcelMergeHelper;
|
||||
|
||||
class ExcelMergeHelperTest extends TestCase
|
||||
{
|
||||
public function testMergeExcelFiles_Success()
|
||||
{
|
||||
// Use the paths you provided
|
||||
$filePaths = [
|
||||
'/home/venba/Downloads/Financial_Sample.xlsx' => [1,3,2],
|
||||
'/home/venba/Downloads/enrollment.xlsx' => []
|
||||
];
|
||||
$outputPath = '/home/venba/Documents/merged_file.xlsx'; // Output path for the merged file
|
||||
|
||||
// Call the mergeExcelFiles function
|
||||
$result = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
|
||||
var_dump($result);
|
||||
// Check if the result is true (indicating success)
|
||||
$this->assertTrue($result, 'Expected true, but got false');
|
||||
}
|
||||
|
||||
}
|
||||
Loading…
Reference in New Issue
Block a user