diff --git a/app/Controllers/ClientController.php b/app/Controllers/ClientController.php
index 2d86b540..468e0864 100755
--- a/app/Controllers/ClientController.php
+++ b/app/Controllers/ClientController.php
@@ -2689,7 +2689,7 @@ class ClientController extends AdminController
'errors' => ['required' => 'Please select a Client Branch.']
],
'policy_type_id' => [
- 'rules' => 'required|is_natural_no_zero',
+ 'rules' => ['required', 'is_natural_no_zero'],
'errors' => [
'required' => 'Policy Type is required.',
'is_natural_no_zero' => 'Please select a valid Policy Type.'
@@ -2707,11 +2707,16 @@ class ClientController extends AdminController
'rules' => ['required', 'regex_match[/^[a-zA-Z0-9\s_\-\/\\\]+$/]'],
'errors' => [
'required' => 'Policy No is required.',
- 'regex_match' => 'Policy No Only letters, numbers, spaces, underscores, hyphens, forward slashes, and backslashes are allowed.'
+ 'regex_match' => 'Invalid characters in Policy No.'
]
],
'gst' => [
- 'rules' => 'required|numeric|greater_than_equal_to[0]|less_than_equal_to[100]',
+ 'rules' => [
+ 'required',
+ 'numeric',
+ 'greater_than_equal_to[0]',
+ 'less_than_equal_to[100]'
+ ],
'errors' => [
'required' => 'GST percentage is required.',
'numeric' => 'GST must be a valid number.',
@@ -2735,16 +2740,31 @@ class ClientController extends AdminController
'rules' => 'permit_empty'
],
'disclaimer' => [
- 'rules' => 'permit_empty|string|min_length[5]',
+ 'rules' => ['permit_empty', 'string', 'min_length[5]'],
'errors' => ['min_length' => 'Disclaimer should be at least 5 characters long if provided.']
],
-
- // --- CHECKBOXES (Permit Empty) ---
'enrolment_visibility' => ['rules' => 'permit_empty'],
'is_lgbtq' => ['rules' => 'permit_empty']
];
- if (!$this->validate($rules)) {
+ // 2. Run the initial validation
+ $isValid = $this->validate($rules);
+
+ // 3. Perform manual date comparison
+ $start = $this->request->getPost('policy_start_date');
+ $end = $this->request->getPost('policy_end_date');
+
+ $startDate = change_date_format($start ?? null, 'd-m-Y', 'Y-m-d') ?? null;
+ $endDate = change_date_format($end ?? null, 'd-m-Y', 'Y-m-d') ?? null;
+
+ if ($startDate && $endDate && ($endDate < $startDate)) {
+ // Manually push the error into the validator
+ $this->validator->setError('policy_end_date', 'Policy start and end date are mismatched (End date cannot be before Start date).');
+ $isValid = false;
+ }
+
+ // 4. Check final status
+ if (!$isValid) {
return $this->response->setStatusCode(400)->setJSON([
'status' => false,
'message' => 'Input validation failed',
@@ -2851,13 +2871,12 @@ class ClientController extends AdminController
public function editClientPolicy()
{
$rules = [
- // --- BASIC SELECTS (Required) ---
'client_branch_id' => [
'rules' => 'required',
'errors' => ['required' => 'Please select a Client Branch.']
],
'policy_type_id' => [
- 'rules' => 'required|is_natural_no_zero',
+ 'rules' => ['required', 'is_natural_no_zero'],
'errors' => [
'required' => 'Policy Type is required.',
'is_natural_no_zero' => 'Please select a valid Policy Type.'
@@ -2871,17 +2890,20 @@ class ClientController extends AdminController
'rules' => 'required',
'errors' => ['required' => 'Please select a TPA.']
],
-
- // --- TEXT FIELDS (Required & Specific Format) ---
'policy_no' => [
- 'rules' => 'required|regex_match[/^[a-zA-Z0-9\s_\-\/\\\]+$/]',
+ 'rules' => ['required', 'regex_match[/^[a-zA-Z0-9\s_\-\/\\\]+$/]'],
'errors' => [
- 'required' => 'This field is required.',
- 'regex_match' => 'Only letters, numbers, spaces, _, -, /, and \ are allowed.'
+ 'required' => 'Policy No is required.',
+ 'regex_match' => 'Invalid characters in Policy No.'
]
],
'gst' => [
- 'rules' => 'required|numeric|greater_than_equal_to[0]|less_than_equal_to[100]',
+ 'rules' => [
+ 'required',
+ 'numeric',
+ 'greater_than_equal_to[0]',
+ 'less_than_equal_to[100]'
+ ],
'errors' => [
'required' => 'GST percentage is required.',
'numeric' => 'GST must be a valid number.',
@@ -2889,47 +2911,47 @@ class ClientController extends AdminController
'less_than_equal_to' => 'GST percentage cannot exceed 100%.'
]
],
-
- // --- DATE FIELDS (Required) ---
'policy_start_date' => [
- 'rules' => 'required|valid_date',
- 'errors' => [
- 'required' => 'Start date is required.',
- 'valid_date' => 'Enter a valid date format (YYYY-MM-DD).'
- ]
+ 'rules' => 'required',
+ 'errors' => ['required' => 'Start date is required.']
],
'policy_end_date' => [
- 'rules' => 'required|valid_date',
- 'errors' => [
- 'required' => 'End date is required.',
- 'valid_date' => 'Enter a valid date format (YYYY-MM-DD).'
- ]
- ],
-
- // --- PERMIT EMPTY FIELDS (Optional) ---
- 'base_policy' => [
- 'rules' => 'permit_empty'
+ 'rules' => 'required',
+ 'errors' => ['required' => 'End date is required.']
],
'wellness_plan_id' => [
'rules' => 'permit_empty|alpha_numeric',
- 'errors' => [
- 'alpha_numeric' => 'Wellness Plan ID can only contain letters and numbers (no spaces or special characters).'
- ]
+ 'errors' => ['alpha_numeric' => 'Wellness Plan ID can only contain letters and numbers.']
],
'wellness_vendor_id' => [
'rules' => 'permit_empty'
],
'disclaimer' => [
- 'rules' => 'permit_empty|string|min_length[5]',
+ 'rules' => ['permit_empty', 'string', 'min_length[5]'],
'errors' => ['min_length' => 'Disclaimer should be at least 5 characters long if provided.']
],
-
- // --- CHECKBOXES (Permit Empty) ---
'enrolment_visibility' => ['rules' => 'permit_empty'],
'is_lgbtq' => ['rules' => 'permit_empty']
];
- if (!$this->validate($rules)) {
+ // 2. Run the initial validation
+ $isValid = $this->validate($rules);
+
+ // 3. Perform manual date comparison
+ $start = $this->request->getPost('policy_start_date');
+ $end = $this->request->getPost('policy_end_date');
+
+ $startDate = change_date_format($start ?? null, 'd-m-Y', 'Y-m-d') ?? null;
+ $endDate = change_date_format($end ?? null, 'd-m-Y', 'Y-m-d') ?? null;
+
+ if ($startDate && $endDate && ($endDate < $startDate)) {
+ // Manually push the error into the validator
+ $this->validator->setError('policy_end_date', 'Policy start and end date are mismatched (End date cannot be before Start date).');
+ $isValid = false;
+ }
+
+ // 4. Check final status
+ if (!$isValid) {
return $this->response->setStatusCode(400)->setJSON([
'status' => false,
'message' => 'Input validation failed',
diff --git a/app/Controllers/LeadsController.php b/app/Controllers/LeadsController.php
index 0f96da92..c09b0e43 100644
--- a/app/Controllers/LeadsController.php
+++ b/app/Controllers/LeadsController.php
@@ -365,6 +365,7 @@ class LeadsController extends BaseController
{
// print_r($this->request->getPost()); die;
$id = $this->request->getPost('id');
+ $postData = $this->request->getPost();
$data = $this->prepareLeadData();
$rules = [
@@ -449,6 +450,21 @@ class LeadsController extends BaseController
]
];
+ foreach ($postData as $key => $value) {
+ // Check if the key starts with 'docs_name_'
+ if (strpos($key, 'docs_name_') === 0) {
+ $rules[$key . '.*'] = [
+ 'label' => 'Document Name',
+ 'rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9_\- ]+$/]',
+ 'errors' => [
+ 'regex_match' => 'Document Name in {field} can only contain letters, numbers, hyphens, and underscores.'
+ ]
+ ];
+ }
+ }
+
+ // print_r($rules); die;
+
if (isset($data['lead_form_type']) && (int)$data['lead_form_type'] === 2) {
$rules['client_type'] = [
'rules' => 'required',
@@ -793,7 +809,7 @@ class LeadsController extends BaseController
'source_policy_end_date' => $data['source_policy_end_date'] ?? null,
'claim_history' => $data['claim_history'] ?? 0,
- 'next_reminder_date' => $data['next_reminder_date'] ?? 0,
+ 'next_reminder_date' => $data['next_reminder_date'] ?? null,
'is_insurer_auto_mail' => $data['is_insurer_auto_mail'] ?? 0
];
}
diff --git a/app/Controllers/PolicyTransactionController.php b/app/Controllers/PolicyTransactionController.php
index 4a5d3d04..838c646e 100644
--- a/app/Controllers/PolicyTransactionController.php
+++ b/app/Controllers/PolicyTransactionController.php
@@ -1,1050 +1,2638 @@
myLogger = \Config\Services::mylogger();
- protected $myLogger;
- protected $policyTransactionModel;
- protected $policyTransactionStatusModel;
- protected $clientModel;
- protected $clientPolicyModel;
- protected $clientBranchModel;
- protected $clientDepositModel;
- protected $policyTypeModel;
- protected $insurerBranchModel;
- protected $insurerModel;
- protected $kycEntityTypeModel;
- protected $clientKYCDocsModel;
- protected $tpaBranchModel;
- protected $tpaModel;
- protected $PTFileModel;
- protected $PTCOShareDetailsModel;
- protected $employeeModel;
- protected $userTeamsModel;
- protected $userModel;
- protected $employeePolicyModel;
- protected $insurerStatements;
- protected $invoiceStatus;
- protected $invPaymentDetailsModel;
- protected $batchFileModel;
- protected $filesModel;
- protected $coShareStmtDetailsModel;
- protected $BdsPlacementModel;
- protected $nhanceBranchModel;
- protected $bdsDumpModel;
- protected $vehicleModel;
- protected $bds_bulk_upload_excel_file_column;
+ $this->clientModel = new ClientModel();
+ $this->clientBranchModel = new ClientBranchModel();
+ $this->policyTypeModel = new PolicyTypeModel();
+ $this->clientDepositModel = new ClientDepositModel();
+ $this->clientPolicyModel = new ClientPolicyModel();
+ $this->insurerBranchModel = new InsurerBranchModel();
+ $this->insurerModel = new InsurerModel();
+ $this->policyTransactionModel = new PolicyTransactionModel();
+ $this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
+ $this->kycEntityTypeModel = new KYCEntityTypeModel();
+ $this->clientKYCDocsModel = new ClientKYCDocsModel();
+ $this->tpaBranchModel = new TPABranchModel();
+ $this->tpaModel = new TPAModel();
+ $this->PTFileModel = new PTFileModel();
+ $this->PTCOShareDetailsModel = new PTCOShareDetailsModel();
+ $this->employeeModel = new EmployeeModel();
+ $this->userTeamsModel = new UserTeamsModel();
+ $this->userModel = new UserModel();
+ $this->employeePolicyModel = new EmployeePolicyModel();
+ $this->insurerStatements = new InsurerStatements();
+ $this->invPaymentDetailsModel = new InvPaymentDetailsModel();
+ $this->batchFileModel = new BatchFileModel();
+ $this->filesModel = new FileModel();
+ $this->coShareStmtDetailsModel = new COShareStmtDetailsModel();
+ $this->BdsPlacementModel = new BdsPlacementModel();
+ $this->nhanceBranchModel = new NhanceBranchModel();
+ $this->bdsDumpModel = new BDSDumpModel();
+ $this->vehicleModel = new VehicleModel();
+ $this->invoiceStatus = [
+ 'pending' => 'Pending',
+ 'generated' => 'Generated',
+ 'sent' => 'Sent',
+ 'payment_received' => 'Payment
Received',
+ ];
+
+ $this->bds_bulk_upload_excel_file_column = [
+
+ 'sno' => [
+ 'col_idx' => 0,
+ 'col_cell_name' => 'A',
+ 'col_name' => 'S.No.',
+ 'is_mandatory' => false,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ 'nhance_branch' => [
+ 'col_idx' => 1,
+ 'col_cell_name' => 'B',
+ 'col_name' => 'Nhance Branch',
+ 'is_mandatory' => true,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => 'check_nhance_branch',
+ 'params' => ['row', 'nhance_branch_data']
+ ],
+
+ 'vehicle_no' => [
+ 'col_idx' => 2,
+ 'col_cell_name' => 'C',
+ 'col_name' => 'Vehicle No',
+ 'is_mandatory' => true,
+ 'data_type' => 'vehicle',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => 'check_rto_data',
+ 'params' => ['row', 'rto_master']
+ ],
+
+ 'vehicle_type' => [
+ 'col_idx' => 3,
+ 'col_cell_name' => 'D',
+ 'col_name' => 'Vehicle Type',
+ 'is_mandatory' => true,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => 'check_vehicle_type',
+ 'params' => ['row', 'vehicle_type']
+ ],
+
+ 'policy_no' => [
+ 'col_idx' => 4,
+ 'col_cell_name' => 'E',
+ 'col_name' => 'Policy No',
+ 'is_mandatory' => true,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => 'check_policy_no',
+ 'params' => ['row', 'pt_data']
+ ],
+
+ 'insured_name' => [
+ 'col_idx' => 5,
+ 'col_cell_name' => 'F',
+ 'col_name' => 'Insured Name',
+ 'is_mandatory' => true,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ 'insured_email' => [
+ 'col_idx' => 6,
+ 'col_cell_name' => 'G',
+ 'col_name' => 'Insured Email',
+ 'is_mandatory' => true,
+ 'data_type' => 'email',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ 'insurer' => [
+ 'col_idx' => 7,
+ 'col_cell_name' => 'H',
+ 'col_name' => 'Insurer',
+ 'is_mandatory' => true,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => 'check_insurer_exist',
+ 'params' => ['row', 'insurer_data']
+ ],
+
+ 'insurer_branch' => [
+ 'col_idx' => 8,
+ 'col_cell_name' => 'I',
+ 'col_name' => 'Insurer Branch',
+ 'is_mandatory' => true,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => 'check_insurer_branch_exist',
+ 'params' => ['row', 'insurer_branch_data', 'insurers']
+ ],
+
+ 'policy_issue_date' => [
+ 'col_idx' => 9,
+ 'col_cell_name' => 'J',
+ 'col_name' => 'Policy Issue Date',
+ 'is_mandatory' => true,
+ 'data_type' => 'date',
+ 'format' => 'd/M/Y',
+ 'allowed_values' => null,
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ 'policy_start_date' => [
+ 'col_idx' => 10,
+ 'col_cell_name' => 'K',
+ 'col_name' => 'Policy Start Date',
+ 'is_mandatory' => true,
+ 'data_type' => 'date',
+ 'format' => 'd/M/Y',
+ 'allowed_values' => null,
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ 'policy_end_date' => [
+ 'col_idx' => 11,
+ 'col_cell_name' => 'L',
+ 'col_name' => 'Policy End Date',
+ 'is_mandatory' => true,
+ 'data_type' => 'date',
+ 'format' => 'd/M/Y',
+ 'allowed_values' => null,
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ 'revenue_type' => [
+ 'col_idx' => 12,
+ 'col_cell_name' => 'M',
+ 'col_name' => 'Revenue Type',
+ 'is_mandatory' => true,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => ['NA', 'EA', 'EANR'],
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ 'sales_generated_by' => [
+ 'col_idx' => 13,
+ 'col_cell_name' => 'N',
+ 'col_name' => 'Sales Generated By',
+ 'is_mandatory' => true,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => 'check_user_exist',
+ 'params' => ['row', 'col_key', 'user_data']
+ ],
+
+ 'serviced_by' => [
+ 'col_idx' => 14,
+ 'col_cell_name' => 'O',
+ 'col_name' => 'Serviced By',
+ 'is_mandatory' => true,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => 'check_user_exist',
+ 'params' => ['row', 'col_key', 'user_data']
+ ],
+
+ 'agent_code' => [
+ 'col_idx' => 15,
+ 'col_cell_name' => 'P',
+ 'col_name' => 'Agent Code',
+ 'is_mandatory' => true,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => 'check_agent_exist',
+ 'params' => ['row', 'pos_data']
+ ],
+
+ 'base_premium' => [
+ 'col_idx' => 16,
+ 'col_cell_name' => 'Q',
+ 'col_name' => 'Base Premium',
+ 'is_mandatory' => false,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ 'non_commission_premium_amount' => [
+ 'col_idx' => 17,
+ 'col_cell_name' => 'R',
+ 'col_name' => 'Non commission permium Amount',
+ 'is_mandatory' => false,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ 'tp_premium' => [
+ 'col_idx' => 18,
+ 'col_cell_name' => 'S',
+ 'col_name' => 'TP Premium',
+ 'is_mandatory' => false,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ 'igst' => [
+ 'col_idx' => 19,
+ 'col_cell_name' => 'T',
+ 'col_name' => 'IGST',
+ 'is_mandatory' => false,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => 'check_gst_percentage',
+ 'params' => ['row']
+ ],
+
+ 'cgst' => [
+ 'col_idx' => 20,
+ 'col_cell_name' => 'U',
+ 'col_name' => 'CGST',
+ 'is_mandatory' => false,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => 'check_gst_percentage',
+ 'params' => ['row']
+ ],
+
+ 'sgst' => [
+ 'col_idx' => 21,
+ 'col_cell_name' => 'V',
+ 'col_name' => 'SGST',
+ 'is_mandatory' => false,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => 'check_gst_percentage',
+ 'params' => ['row']
+
+ ],
+
+ 'stamp_duty' => [
+ 'col_idx' => 22,
+ 'col_cell_name' => 'W',
+ 'col_name' => 'Stamp Duty',
+ 'is_mandatory' => false,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ // 'total' => [
+ // 'col_idx' => 23,
+ // 'col_cell_name' => 'X',
+ // 'col_name' => 'Total',
+ // 'is_mandatory' => false,
+ // 'data_type' => '',
+ // 'format' => null,
+ // 'allowed_values' => null,
+ // 'custom' => null,
+ // 'params' => null
+ // ],
+
+ 'agreed_amount' => [
+ 'col_idx' => 23,
+ 'col_cell_name' => 'X',
+ 'col_name' => 'Agreed Amount',
+ 'is_mandatory' => false,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ 'agreed_bp_percentage' => [
+ 'col_idx' => 24,
+ 'col_cell_name' => 'Y',
+ 'col_name' => 'Agreed BP Percentage',
+ 'is_mandatory' => false,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ 'agreed_tp_percentage' => [
+ 'col_idx' => 25,
+ 'col_cell_name' => 'Z',
+ 'col_name' => 'Agreed TP Percentage',
+ 'is_mandatory' => false,
+ 'data_type' => '',
+ 'format' => null,
+ 'allowed_values' => null,
+ 'custom' => null,
+ 'params' => null
+ ],
+
+ // 'actual_bp_amount' => [
+ // 'col_idx' => 27,
+ // 'col_cell_name' => 'AB',
+ // 'col_name' => 'Actual BP Amount',
+ // 'is_mandatory' => false,
+ // 'data_type' => '',
+ // 'format' => null,
+ // 'allowed_values' => null,
+ // 'custom' => null,
+ // 'params' => null
+ // ],
+
+ // 'actual_tp_amount' => [
+ // 'col_idx' => 28,
+ // 'col_cell_name' => 'AC',
+ // 'col_name' => 'Actual TP Amount',
+ // 'is_mandatory' => false,
+ // 'data_type' => '',
+ // 'format' => null,
+ // 'allowed_values' => null,
+ // 'custom' => null,
+ // 'params' => null
+ // ],
+
+ // 'actual_bp_percentage' => [
+ // 'col_idx' => 29,
+ // 'col_cell_name' => 'AD',
+ // 'col_name' => 'Actual BP Percentage',
+ // 'is_mandatory' => false,
+ // 'data_type' => '',
+ // 'format' => null,
+ // 'allowed_values' => null,
+ // 'custom' => null,
+ // 'params' => null
+ // ],
+
+ // 'actual_tp_percentage' => [
+ // 'col_idx' => 30,
+ // 'col_cell_name' => 'AE',
+ // 'col_name' => 'Actual TP Percentage',
+ // 'is_mandatory' => false,
+ // 'data_type' => '',
+ // 'format' => null,
+ // 'allowed_values' => null,
+ // 'custom' => null,
+ // 'params' => null
+ // ],
+
+ // 'actual_bp_brokerage_amount' => [
+ // 'col_idx' => 31,
+ // 'col_cell_name' => 'AF',
+ // 'col_name' => 'Actual BP Brokerage Amount',
+ // 'is_mandatory' => false,
+ // 'data_type' => '',
+ // 'format' => null,
+ // 'allowed_values' => null,
+ // 'custom' => null,
+ // 'params' => null
+ // ],
+
+ // 'actual_tp_brokerage_amount' => [
+ // 'col_idx' => 32,
+ // 'col_cell_name' => 'AG',
+ // 'col_name' => 'Actual TP Brokerage Amount',
+ // 'is_mandatory' => false,
+ // 'data_type' => '',
+ // 'format' => null,
+ // 'allowed_values' => null,
+ // 'custom' => null,
+ // 'params' => null
+ // ],
+
+ // 'expected_amount' => [
+ // 'col_idx' => 33,
+ // 'col_cell_name' => 'AH',
+ // 'col_name' => 'Expected Amount',
+ // 'is_mandatory' => true,
+ // 'data_type' => '',
+ // 'format' => null,
+ // 'allowed_values' => null,
+ // 'custom' => null,
+ // 'params' => null
+ // ],
+
+ // 'rewards' => [
+ // 'col_idx' => 34,
+ // 'col_cell_name' => 'AI',
+ // 'col_name' => 'Rewards',
+ // 'is_mandatory' => false,
+ // 'data_type' => '',
+ // 'format' => null,
+ // 'allowed_values' => null,
+ // 'custom' => null,
+ // 'params' => null
+ // ],
+
+ ];
+
+ }
+
+ // Policy Transaction Inception
+ public function viewInception()
+ {
+ $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
+ $data['tab_name'] = 'Policies';
+ $data['page_name'] = 'Policies';
+
+ // Static arrays for dropdowns
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
+ $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
+ $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
+ $data['policy_status'] = [
+ 'under_process' => 'Under Process',
+ 'client_pending' => 'Client Pending',
+ 'insurer_pending' => 'Insurer Pending',
+ 'co_insurer_pending' => 'Co-Insurer Pending',
+ 'tpa_pending' => 'TPA Pending',
+ 'validated' => 'Validated',
+ 'cancelled' => 'Cancelled',
+ 'instalment_pending' => 'Instalment Pending',
+ 'completed' => 'Completed',
+ 'lost' => 'Lost',
+ ];
+ $data['invoice_status_array'] = [
+ 'yet_to_generate' => 'Pending',
+ 'generated' => 'Generated',
+ 'send' => 'Sent',
+ 'recived' => 'Payment Received',
+ ];
+ // $data['vehicle_type'] = [
+ // 'two_wheeler' => 'Two Wheeler',
+ // 'four_wheeler' => 'Four Wheeler',
+ // 'truck' => 'Truck',
+ // 'bus' => 'Bus',
+ // 'van' => 'Van',
+ // 'suv' => 'SUV',
+ // 'motorcycle' => 'Motorcycle',
+ // 'bicycle' => 'Bicycle'
+ // ];
+ $data['vehicle_type'] = db_connect()->table('vehicle_type')->where('is_active', 1)->get()->getResultArray();
+ $data['rto_details'] = db_connect()->table('rto_master')->where('is_active', 1)->get()->getResultArray();
+
+ $data['vehicle_des'] = [
+ 'commercial' => 'Commercial',
+ 'private' => 'Private',
+ ];
+ $data['date_type'] = [
+ 'policy_issue_date' => 'Policy Issue Date',
+ 'policy_start_date' => 'Policy Start Date',
+ 'policy_end_date' => 'Policy End Date',
+ ];
+
+ // Filter data
+ $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');
+ $status = $this->request->getGet('status');
+
+ // Handle null or empty values
+ $start_date = empty($start_date) ? 0 : $start_date;
+ $end_date = empty($end_date) ? 0 : $end_date;
+ $client_id = empty($client_id) ? 0 : $client_id;
+ $insurer_id = empty($insurer_id) ? 0 : $insurer_id;
+ $policy_type_id = empty($policy_type_id) ? 0 : $policy_type_id;
+ $date_type = empty($date_type) ? 0 : $date_type;
+ $issuer = empty($issuer) ? 0 : $issuer;
+ $status = empty($status) ? 0 : $status; // Corrected from `$issuer`
+
+ if(empty($bds_edit_pt_id)){
+ if ($this->request->is('get')) {
+
+ // Fetch inception data list
+ $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
+ $start_date,
+ $end_date,
+ $client_id,
+ $insurer_id,
+ $policy_type_id,
+ $date_type,
+ $issuer,
+ $status
+ );
+ } else {
+
+ $ids = $this->request->getPost('ids');
+ $ids = array_filter(explode(',', $ids));
+ $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
+ $start_date = 0,
+ $end_date = 0,
+ $client_id = 0,
+ $insurer_id = 0,
+ $policy_type_id = 0,
+ $date_type = 0,
+ $issuer = 0,
+ $status = 0,
+ $ids
+ );
+ }
+ }else{
+ $data['inception_data_list'] = [];
+ }
- public function __construct()
- {
- set_session_context('Policy Tranction');
- $this->myLogger = \Config\Services::mylogger();
- $this->clientModel = new ClientModel();
- $this->clientBranchModel = new ClientBranchModel();
- $this->policyTypeModel = new PolicyTypeModel();
- $this->clientDepositModel = new ClientDepositModel();
- $this->clientPolicyModel = new ClientPolicyModel();
- $this->insurerBranchModel = new InsurerBranchModel();
- $this->insurerModel = new InsurerModel();
- $this->policyTransactionModel = new PolicyTransactionModel();
- $this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
- $this->kycEntityTypeModel = new KYCEntityTypeModel();
- $this->clientKYCDocsModel = new ClientKYCDocsModel();
- $this->tpaBranchModel = new TPABranchModel();
- $this->tpaModel = new TPAModel();
- $this->PTFileModel = new PTFileModel();
- $this->PTCOShareDetailsModel = new PTCOShareDetailsModel();
- $this->employeeModel = new EmployeeModel();
- $this->userTeamsModel = new UserTeamsModel();
- $this->userModel = new UserModel();
- $this->employeePolicyModel = new EmployeePolicyModel();
- $this->insurerStatements = new InsurerStatements();
- $this->invPaymentDetailsModel = new InvPaymentDetailsModel();
- $this->batchFileModel = new BatchFileModel();
- $this->filesModel = new FileModel();
- $this->coShareStmtDetailsModel = new COShareStmtDetailsModel();
- $this->BdsPlacementModel = new BdsPlacementModel();
- $this->nhanceBranchModel = new NhanceBranchModel();
- $this->bdsDumpModel = new BDSDumpModel();
- $this->vehicleModel = new VehicleModel();
- $this->invoiceStatus = [
- 'pending' => 'Pending',
- 'generated' => 'Generated',
- 'sent' => 'Sent',
- 'payment_received' => 'Payment
Received',
- ];
+ // 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();
+ $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+ $data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+ $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
- $this->bds_bulk_upload_excel_file_column = [
+ // Fetch PP Teams Data
+ $data['ppTeamsData'] = $this->userModel
+ ->where('is_active', 1)
+ ->findAll();
- 'sno' => [
- 'col_idx' => 0,
- 'col_cell_name' => 'A',
- 'col_name' => 'S.No.',
- 'is_mandatory' => false,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => null,
- 'params' => null
+ // // Fetch Sales Team
+ // $data['salse_team'] = $this->userModel
+ // ->select('user_profiles.*,nhance_branch.id as nhance_branch_id, nhance_branch.branch_name as nhance_branch_name')
+ // ->join('user_teams', 'user_profiles.id = user_teams.user_id')
+ // ->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id','left')
+ // ->where('user_teams.team_id', 5)
+ // ->where('user_teams.is_active', 1)
+ // ->where('user_profiles.is_active', 1)
+ // ->findAll();
+
+ // // Fetch Partner Agent
+ // $data['partner_agent'] = db_connect()->table('partner_agent')
+ // ->where('is_active', 1)
+ // ->get()
+ // ->getResultArray();
+
+ // // Fetch ACM
+ // $data['ACM'] = $this->userModel
+ // ->where('role', 3) // Assuming `role` is in `user_profiles`
+ // ->where('is_active', 1)
+ // ->findAll();
+
+ // Fetch Sales Team
+ $data['salse_team'] = $this->userModel
+ ->select('
+ user_profiles.*,
+ nhance_branch.id as nhance_branch_id,
+ nhance_branch.branch_name as nhance_branch_name,
+ rm.first_name AS rm_name
+ ')
+ ->join('user_teams', 'user_profiles.id = user_teams.user_id')
+ ->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id','left')
+ ->join('user_profiles AS rm', 'user_profiles.rm_id = rm.id', 'left')
+ ->where('user_teams.team_id', 5)
+ ->where('user_teams.is_active', 1)
+ ->where('user_profiles.is_active', 1)
+ ->groupBy('user_profiles.id', 'asc')
+ ->findAll();
+
+ // Fetch Partner Agent
+ $data['partner_agent'] = db_connect()->table('partner_agent')
+ ->where('is_active', 1)
+ ->get()
+ ->getResultArray();
+
+ // Fetch ACM
+ $data['ACM'] = $this->userModel
+ ->select('
+ user_profiles.*,
+ nhance_branch.id AS nhance_branch_id,
+ nhance_branch.branch_name AS nhance_branch_name,
+ rm.first_name AS rm_name
+ ')
+ ->join('user_teams', 'user_profiles.id = user_teams.user_id')
+ ->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id', 'left')
+ ->join('user_profiles AS rm', 'user_profiles.rm_id = rm.id', 'left')
+ ->where('user_profiles.role', 3)
+ ->where('user_profiles.is_active', 1)
+ ->groupBy('user_profiles.id', 'asc')
+ ->findAll();
+
+
+ // dd($data);
+ //Fetch POS
+ $data['pos_data'] = db_connect()->table('partner_pos')
+ ->where('is_active', 1)
+ ->get()
+ ->getResultArray();
+
+ // Load view
+ $this->loadLayout('policy_transaction_inception_list', $data);
+ }
+
+ public function viewInception2()
+ {
+ $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
+ $data['tab_name'] = 'Policies';
+ $data['page_name'] = 'Policies';
+
+ // Static arrays for dropdowns
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
+ $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
+ $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
+ $data['policy_status'] = [
+ 'under_process' => 'Under Process',
+ 'client_pending' => 'Client Pending',
+ 'insurer_pending' => 'Insurer Pending',
+ 'co_insurer_pending' => 'Co-Insurer Pending',
+ 'tpa_pending' => 'TPA Pending',
+ 'validated' => 'Validated',
+ 'cancelled' => 'Cancelled',
+ 'instalment_pending' => 'Instalment Pending',
+ 'completed' => 'Completed',
+ 'lost' => 'Lost',
+ ];
+ $data['invoice_status_array'] = [
+ 'yet_to_generate' => 'Pending',
+ 'generated' => 'Generated',
+ 'send' => 'Sent',
+ 'recived' => 'Payment Received',
+ ];
+ // $data['vehicle_type'] = [
+ // 'two_wheeler' => 'Two Wheeler',
+ // 'four_wheeler' => 'Four Wheeler',
+ // 'truck' => 'Truck',
+ // 'bus' => 'Bus',
+ // 'van' => 'Van',
+ // 'suv' => 'SUV',
+ // 'motorcycle' => 'Motorcycle',
+ // 'bicycle' => 'Bicycle'
+ // ];
+ $data['vehicle_type'] = db_connect()->table('vehicle_type')->where('is_active', 1)->get()->getResultArray();
+ $data['rto_details'] = db_connect()->table('rto_master')->where('is_active', 1)->get()->getResultArray();
+
+ $data['vehicle_des'] = [
+ 'commercial' => 'Commercial',
+ 'private' => 'Private',
+ ];
+ $data['date_type'] = [
+ 'policy_issue_date' => 'Policy Issue Date',
+ 'policy_start_date' => 'Policy Start Date',
+ 'policy_end_date' => 'Policy End Date',
+ ];
+
+ // Filter data
+ $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');
+ $status = $this->request->getGet('status');
+
+ // Handle null or empty values
+ $start_date = empty($start_date) ? 0 : $start_date;
+ $end_date = empty($end_date) ? 0 : $end_date;
+ $client_id = empty($client_id) ? 0 : $client_id;
+ $insurer_id = empty($insurer_id) ? 0 : $insurer_id;
+ $policy_type_id = empty($policy_type_id) ? 0 : $policy_type_id;
+ $date_type = empty($date_type) ? 0 : $date_type;
+ $issuer = empty($issuer) ? 0 : $issuer;
+ $status = empty($status) ? 0 : $status; // Corrected from `$issuer`
+
+ if(empty($bds_edit_pt_id)){
+ if ($this->request->is('get')) {
+
+ // Fetch inception data list
+ $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
+ $start_date,
+ $end_date,
+ $client_id,
+ $insurer_id,
+ $policy_type_id,
+ $date_type,
+ $issuer,
+ $status
+ );
+ } else {
+
+ $ids = $this->request->getPost('ids');
+ $ids = array_filter(explode(',', $ids));
+ $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
+ $start_date = 0,
+ $end_date = 0,
+ $client_id = 0,
+ $insurer_id = 0,
+ $policy_type_id = 0,
+ $date_type = 0,
+ $issuer = 0,
+ $status = 0,
+ $ids
+ );
+ }
+ }else{
+ $data['inception_data_list'] = [];
+ }
+
+
+
+ // 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();
+ $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+ $data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+ $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+
+ // Fetch PP Teams Data
+ $data['ppTeamsData'] = $this->userModel
+ ->where('is_active', 1)
+ ->findAll();
+
+ // Fetch Sales Team
+ $data['salse_team'] = $this->userModel
+ ->select('
+ user_profiles.*,
+ nhance_branch.id as nhance_branch_id,
+ nhance_branch.branch_name as nhance_branch_name,
+ rm.first_name AS rm_name
+ ')
+ ->join('user_teams', 'user_profiles.id = user_teams.user_id')
+ ->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id','left')
+ ->join('user_profiles AS rm', 'user_profiles.rm_id = rm.id', 'left')
+ ->where('user_teams.team_id', 5)
+ ->where('user_teams.is_active', 1)
+ ->where('user_profiles.is_active', 1)
+ ->groupBy('user_profiles.id', 'asc')
+ ->findAll();
+
+ // Fetch Partner Agent
+ $data['partner_agent'] = db_connect()->table('partner_agent')
+ ->where('is_active', 1)
+ ->get()
+ ->getResultArray();
+
+ // Fetch ACM
+ $data['ACM'] = $this->userModel
+ ->select('
+ user_profiles.*,
+ nhance_branch.id AS nhance_branch_id,
+ nhance_branch.branch_name AS nhance_branch_name,
+ rm.first_name AS rm_name
+ ')
+ ->join('user_teams', 'user_profiles.id = user_teams.user_id')
+ ->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id', 'left')
+ ->join('user_profiles AS rm', 'user_profiles.rm_id = rm.id', 'left')
+ ->where('user_profiles.role', 3)
+ ->where('user_profiles.is_active', 1)
+ ->groupBy('user_profiles.id', 'asc')
+ ->findAll();
+
+ // echo '';
+
+ // print_r($data['ppTeamsData']); die;
+
+ // dd($data);
+
+ // Load view
+ $this->loadLayout('policy_transaction_inception_list_2', $data);
+ }
+
+ // policy Transaction Create function start
+ public function createInceptionPolicy()
+ {
+ $post_data = $this->request->getPost();
+
+ $rules = [
+ // ==========================================
+ // 1. CLIENT SECTION (5 Fields)
+ // ==========================================
+ 'client_type' => ['label' => 'Client Type', 'rules' => 'required', 'errors' => ['required' => 'Client Type must be selected.']],
+ 'client_id' => ['label' => 'Client', 'rules' => 'required', 'errors' => ['required' => 'Please select a Client.']],
+ 'client_branch_id' => ['label' => 'Client Branch', 'rules' => 'required', 'errors' => ['required' => 'Client branch is required']],
+ 'issue_type' => ['label' => 'Business Type', 'rules' => 'required', 'errors' => ['required' => 'Please select a Business Type.']],
+ 'ref' => ['label' => 'Reference', 'rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9 _-]+$/]', 'errors' => [
+ 'regex_match' => 'The {field} can only contain letters, numbers, spaces, dashes, and underscores.'
+ ]],
+
+ // ==========================================
+ // 5. SALES SECTION (12 Fields)
+ // ==========================================
+ 'base_policy' => ['label' => 'Base Policy', 'rules' => 'permit_empty', 'errors' => []],
+ 'policy_no' => [
+ 'label' => 'Policy Number',
+ 'rules' => 'required|regex_match[/^[a-zA-Z0-9\/_-]+$/]',
+ 'errors' => [
+ 'required' => 'Policy Number is Must.',
+ 'regex_match' => 'Policy Number can only contain letters, numbers, and symbols like / - or _'
+ ]
+ ],
+ 'policy_issue_date' => [
+ 'label' => 'Issue Date',
+ 'rules' => 'required|valid_date[Y-m-d]|regex_match[/^\d{4}-\d{2}-\d{2}$/]',
+ 'errors' => [
+ 'required' => 'Policy Issue Date is required.',
+ 'valid_date' => 'Please provide a valid Policy Issue Date.',
+ 'regex_match' => 'The Policy Issue Date format is incorrect. '
+ ]
+ ],
+ 'month' => ['label' => 'Issue Month', 'rules' => 'required', 'errors' => [
+ 'required' => 'Please select or enter the Policy Issue Month.'
+ ]],
+ 'policy_start_date' => [
+ 'label' => 'D.O.C',
+ 'rules' => 'required|valid_date[Y-m-d]|regex_match[/^\d{4}-\d{2}-\d{2}$/]',
+ 'errors' => [
+ 'required' => 'D.O.C (Start Date) is required.',
+ 'valid_date' => 'Please provide a valid D.O.C date.',
+ 'regex_match' => 'The D.O.C date format is incorrect. '
+ ]
+ ],
+ 'policy_end_date' => ['label' => 'D.O.E', 'rules' => 'required|valid_date[Y-m-d]|regex_match[/^\d{4}-\d{2}-\d{2}$/]', 'errors' => [
+ 'required' => 'D.O.E (Expiry Date) is required.',
+ 'valid_date' => 'Please provide a valid D.O.E date.',
+ 'regex_match' => 'The D.O.E date format is incorrect. '
+ ]],
+ 'emp_count' => ['label' => 'No of Insured', 'rules' => 'permit_empty|numeric', 'errors' => [
+ 'numeric' => 'No of Insured must contain only numbers.'
+ ]],
+ 'dependent_count' => ['label' => 'No of Dependents', 'rules' => 'permit_empty|numeric', 'errors' => [
+ 'numeric' => 'No of Dependents must contain only numbers.'
+ ]],
+ 'installment' => ['label' => 'Installment', 'rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9 _-]+$/]', 'errors' => [
+ 'regex_match' => 'The {field} can only contain letters, numbers, spaces, dashes, and underscores.'
+ ]],
+ 'installment_data' => ['label' => 'Installment Data', 'rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9 _-]+$/]', 'errors' => [
+ 'regex_match' => 'The {field} can only contain letters, numbers, spaces, dashes, and underscores.'
+ ]],
+ 'co_share' => ['label' => 'CoP Yes', 'rules' => 'permit_empty', 'errors' => []],
+ 'bro_payable_by' => ['label' => 'Remuneration Pay By', 'rules' => 'permit_empty', 'errors' => []],
+ 'renewal_date' => ['label' => 'Renewal Date', 'rules' => 'required|valid_date[Y-m-d]|regex_match[/^\d{4}-\d{2}-\d{2}$/]', 'errors' => [
+ 'required' => 'Renewal Date is required.',
+ 'valid_date' => 'Please provide a valid Renewal Date.',
+ 'regex_match' => 'The Renewal Date format is incorrect. '
+ ]],
+ 'sales_generated_by' => ['label' => 'Sales Generated By', 'rules' => 'permit_empty', 'errors' => [
+ // 'required' => 'Please select the person who generated this sale.'
+ ]],
+ 'serviced_by' => ['label' => 'Serviced By', 'rules' => 'permit_empty', 'errors' => [
+ // 'required' => 'Please select the service person for this policy.'
+ ]],
+ 'pos_id' => ['label' => 'POS', 'rules' => 'permit_empty', 'errors' => []],
+ 'doc_name.*' => [
+ 'label' => 'Policy Document Name',
+ 'rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9 _-]+$/]|min_length[2]|max_length[100]',
+ 'errors' => [
+ 'regex_match' => 'The {field} can only contain letters, numbers, spaces, dashes, and underscores.'
+ ]
+ ],
+ 'other_docs_name.*' => [
+ 'label' => 'Vehicle Document Name',
+ 'rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9 _-]+$/]|min_length[2]|max_length[100]',
+ 'errors' => [
+ 'regex_match' => 'The {field} can only contain letters, numbers, spaces, dashes, and underscores.'
+ ]
+ ],
+
+ // ==========================================
+ // 6. PREMIUM DETAILS (Array Fields - 25 Fields)
+ // Use .* because these come from the dynamic table
+ // ==========================================
+ 'follow_insurer_id.*' => ['label' => 'Insurer', 'rules' => 'required', 'errors' => ['required' => 'Please select an Insurer.']],
+ 'co_share_type.*' => ['label' => 'Is Leader', 'rules' => 'permit_empty', 'errors' => []],
+ 'cd_ac_no_for_child.*' => ['label' => 'CD Acc No', 'rules' => 'permit_empty', 'errors' => []],
+ 'cd_current_balance.*' => ['label' => 'CD Amount', 'rules' => 'permit_empty', 'errors' => []],
+ 'follower_policy_no.*' => ['label' => 'Follower Policy No', 'rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9\/_-]+$/]', 'errors' => [
+ 'regex_match' => 'The {field} can only contain letters, numbers, spaces, dashes, and underscores.'
+ ]],
+ 'calc_policy_issue_date.*' => ['label' => 'Policy Issue Date', 'rules' => 'required', 'errors' => ['required' => 'Policy Issue Date is required']],
+ 'co_share_per.*' => ['label' => 'Co-Share %', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Co-Share % must be a valid decimal.']],
+ 'non_comm_per_amt.*' => ['label' => 'Non-Comm Premium', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Amount must be numeric.']],
+ 'base_premium.*' => ['label' => 'Base Premium','rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Base Premium must be numeric.']],
+ 'tp_premium.*' => ['label' => 'TP Premium', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'TP Premium must be numeric.']],
+ 'ter_premium.*' => ['label' => 'TEP Premium', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'TEP Premium must be numeric.']],
+ 'co_premium.*' => ['label' => 'Co-Premium', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Co-Premium must be numeric.']],
+ 'co_tp_premium.*' => ['label' => 'Co-TP Premium', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Co-TP Premium must be numeric.']],
+ 'co_ter_premium.*' => ['label' => 'Co-TEP Premium', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Co-TEP Premium must be numeric.']],
+ 'cgst.*' => ['label' => 'CGST', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'CGST must be numeric.']],
+ 'sgst.*' => ['label' => 'SGST', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'SGST must be numeric.']],
+ 'igst.*' => ['label' => 'IGST', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'IGST must be numeric.']],
+ 'gst_amount.*' => ['label' => 'GST Amount', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'GST Amount must be numeric.']],
+ 'stamp_duty.*' => ['label' => 'Stamp Duty', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Stamp Duty must be numeric.']],
+ 'total.*' => ['label' => 'Total', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Total must be a numeric value.']],
+ 'agreed_bp.*' => ['label' => 'Agreed BP %', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Agreed BP % must be numeric.']],
+ 'agreed_tp.*' => ['label' => 'Agreed TP %', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Agreed TP % must be numeric.']],
+ 'agreed_ter.*' => ['label' => 'Agreed TEP %', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Agreed TEP % must be numeric.']],
+ 'agreed_amount.*' => ['label' => 'Agreed Amount', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Agreed Amount must be numeric.']],
+ 'actual_bp_amt.*' => ['label' => 'Actual BP Amount', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Actual BP Amount must be numeric.']],
+ 'actual_tp_amt.*' => ['label' => 'Actual TP Amount', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Actual TP Amount must be numeric.']],
+ 'actual_tep_amt.*' => ['label' => 'Actual TEP Amount', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Actual TEP Amount must be numeric.']],
+ 'actual_bp_per.*' => ['label' => 'Actual BP %', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Actual BP % must be numeric.']],
+ 'actual_tp_per.*' => ['label' => 'Actual TP %', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Actual TP % must be numeric.']],
+ 'actual_tep_per.*' => ['label' => 'Actual TEP %', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Actual TEP % must be numeric.']],
+ 'actual_bp_brokerage_amt.*' => ['label' => 'BP Remuneration', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'BP Remuneration must be numeric.']],
+ 'actual_tp_brokerage_amt.*' => ['label' => 'TP Remuneration', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'TP Remuneration must be numeric.']],
+ 'actual_tep_brokerage_amt.*' => ['label' => 'TEP Remuneration', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'TEP Remuneration must be numeric.']],
+ 'exp_amt.*' => ['label' => 'Expected Amount', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'The Expected Amount field must contain a valid number.']]
+ ];
+
+ if (!$this->validate($rules)) {
+ return $this->response->setStatusCode(400)->setJSON([
+ 'status' => false,
+ 'message' => 'Input validation failed',
+ 'code' => 400,
+ 'errors' => $this->validator->getErrors()
+ ]);
+ }
+
+ $post_data = $post_data ? sanitizeInputArrayAdvanced($post_data) : [];
+
+ $this->myLogger->logme('error', 'Policy Trancaction form data : ' . json_encode($post_data));
+
+ $id = $post_data['id'] ?? null;
+ $data = $this->preparePolicyData();
+ $data['cd_ac_pk'] = $post_data['cd_ac_no'];
+ $data['issuer'] = 2;
+ $data['status'] = 'completed';
+ $this->myLogger->logme('error', 'Policy Trancaction modified form data ( insert data ) : ' . json_encode($data));
+
+
+ if (!$id) {
+ return $this->insertInceptionPolicy($data);
+ } else {
+ return $this->updateInceptionPolicy($id, $data);
+ }
+ }
+
+ private function preparePolicyData()
+ {
+ $request_data = $this->request->getPost();
+ $data = sanitizeInputArrayAdvanced($request_data);
+
+ $file_data = $this->request->getFiles() ?? null;
+ $data['file_data'] = $file_data ?? null;
+
+ $vehicle_file_data = $this->request->getFiles() ?? null;
+ $data['vehicle_file_data'] = $vehicle_file_data ?? null;
+
+ // print_r($data); die;
+
+ if (empty($data['policy_issue_date'])) {
+ $data['policy_issue_date'] = null;
+ }
+
+ if (empty($data['policy_start_date'])) {
+ $data['policy_start_date'] = null;
+ }
+
+ if (empty($data['policy_end_date'])) {
+ $data['policy_end_date'] = null;
+ }
+
+ if (empty($data['renewal_date'])) {
+ $data['renewal_date'] = null;
+ }
+
+ if (empty($data['rollover_date'])) {
+ $data['rollover_date'] = null;
+ }
+
+ if (empty($data['last_action_date'])) {
+ $data['last_action_date'] = null;
+ } else {
+ $data['last_action_date'] = change_date_format($data['last_action_date']);
+ }
+
+ // Separate Insurer and TPA Branch IDs and IDs
+ if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
+ list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
+ if (isset($data['tpa']) && !empty($data['tpa'])) {
+ list($data['tpa_branch_id'], $data['tpa_id']) = explode('-', $data['tpa']);
+ }
+ }
+
+ $data['tsi'] = generate_tsi_code($data['issue_type']);
+ $data['action_type'] = 'inception';
+
+ if (!isset($data['co_share'])) {
+ $data['co_share'] = 0;
+ } elseif ($data['co_share']) {
+ $data['co_share'] = 1;
+ }
+
+ // if (!isset($data['bro_payable_by'])) {
+ // $data['bro_payable_by'] = 0;
+ // } elseif ($data['bro_payable_by']) {
+ // $data['bro_payable_by'] = 1;
+ // }
+
+ if (!isset($data['same_as_proposer'])) {
+ $data['same_as_proposer'] = 0;
+ } elseif ($data['same_as_proposer']) {
+ $data['same_as_proposer'] = 1;
+ }
+
+ if (!isset($data['policy_with_corr'])) {
+ $data['policy_with_corr'] = 0;
+ } elseif ($data['policy_with_corr']) {
+ $data['policy_with_corr'] = 1;
+ }
+
+ $data['is_cd_reduce_from_bds'] = ($data['policy_type_id'] > 7 && $data['client_type'] == 1) ? 1 : 0;
+
+
+ if ($data['ct_type'] == "") {
+ $data['ct_type'] = 1;
+ }
+
+ // $month = '01-'.(string)$this->request->getPost('month');
+ // $data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month));
+
+ // Determine $is_addon value
+ $data['is_addon'] = in_array($data['policy_type_id'], [1, 2, 6, 7]) ? 1 : (in_array($data['policy_type_id'], [4, 5]) ? 2 : ($data['policy_type_id'] == 3 && isset($data['base_policy']) ? 3 : 1));
+
+ // print_r($data); die;
+
+ return $data;
+ }
+
+ private function insertInceptionPolicy($data)
+ {
+ // print_r($data); die;
+
+ $insert = $this->policyTransactionModel->insert($data);
+
+ if ($insert) {
+
+ $this->insertTransactionStatus($insert, $data, 1);
+ $emp_data = $this->processInsertIndividualMemberInEmpTable($data);
+
+ if (isset($data['follow_insurer_id']) && !empty($data['follow_insurer_id'][0])) {
+
+ $pt_co_share_details = $this->insertOrUpdateCoShareDetails($data, $insert);
+
+ $client_policy_id = null;
+ if ($data['ct_type'] == 2) {
+ $client_policy_insert_data = $this->prepareClientPolicyInsertData($data);
+ $client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
+ $this->policyTransactionModel->update($insert, ['client_policy_id' => $client_policy_id]);
+ $emp_policy_insert = $this->InsertIndividualEmpPolicyTable($emp_data, $client_policy_id);
+ }
+
+ if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
+ $this->processCompletedStatus($data, $client_policy_id, $data['insurer_id'], $insert);
+ }
+ }
+
+ // policy file upload
+ if(isset($data['doc_name']) && isset($data['file_data']) && !empty($data['doc_name']) && !empty($data['file_data'])){
+ $this->uploadFile($data['doc_name'], $data['file_data'], $insert);
+ }
+
+ // policy file upload
+ if(
+ isset($data['other_docs_name']) && isset($data['vehicle_file_data']) && isset($data['client_id']) && isset($data['vehicle_id']) &&
+ !empty($data['other_docs_name']) && !empty($data['vehicle_file_data']) && !empty($data['client_id']) && !empty($data['vehicle_id'])
+ )
+ {
+ $vdd = [
+ 'other_docs_name' => $data['other_docs_name'],
+ 'file_data' => $data['vehicle_file_data'],
+ 'client_id' => $data['client_id'],
+ 'vehicle_id' => $data['vehicle_id'],
+ ];
+ $clientController = new ClientController();
+ $clientController->uploadVehicleFile($vdd);
+ }
+
+
+ $client_data = $this->clientModel->where('id', $data['client_id'])->first();
+ $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
+
+ $clientController = new ClientController();
+ $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
+ $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
+ // $data['client_kyc_single_table'] = $clientController->generateKycSingleTable($data['client_id']);
+ $data['entity_type_id'] = $client_data['entity_type_id'];
+
+ return $this->respondSuccess($insert, "Policy transaction created successfully", $data);
+ }
+
+ return $this->respondError("Failed to create policy transaction");
+ }
+
+ private function updateInceptionPolicy($id, $data)
+ {
+ // print_r($data); die;
+ $data['updated_by'] = get_session_userid();
+ $old_pt_data = $this->policyTransactionModel->where('is_active', 1)->where("id", $id)->first();
+ $old_pt_co_share_data = $this->PTCOShareDetailsModel->where('is_active', 1)->where("id", $id)->first();
+ if ($this->policyTransactionModel->update($id, $data)) {
+
+ $this->insertTransactionStatus($id, $data, 1);
+ $emp_data = $this->processInsertIndividualMemberInEmpTable($data);
+
+ if (isset($data['follow_insurer_id']) && !empty($data['follow_insurer_id'][0])) {
+
+ $this->insertOrUpdateCoShareDetails($data, $id);
+
+ if ($data['ct_type'] == 1) {
+ $this->policyTransactionModel->update($id, ['client_policy_id' => $data['client_policy_id']]);
+ }
+
+ if (empty($data['client_policy_id']) || $data['client_policy_id'] == 0) {
+
+ if ($data['ct_type'] == 2) {
+ $client_policy_insert_data = $this->prepareClientPolicyInsertData($data);
+ $client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
+ $this->policyTransactionModel->update($id, ['client_policy_id' => $client_policy_id]);
+ $this->InsertIndividualEmpPolicyTable($emp_data, $client_policy_id);
+ }
+ } else {
+ if (isset($data['emp_policy_id']) && !empty($data['emp_policy_id'][0])) {
+ $this->InsertIndividualEmpPolicyTable($emp_data, $data['client_policy_id']);
+ }
+ }
+
+ // if($old_pt_data['status'] != "completed"){
+ // if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
+ // if ($data['client_type'] == 1 && $data['is_cd_reduce_from_bds'] == 1) {
+ // $this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id'], $id);
+ // }
+ // }
+ // }
+
+ $data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
+ }
+
+ if(isset($data['cd_amt_changed']) && !empty($data['cd_amt_changed'])){
+ $policy_data = $this->policyTransactionModel->where('is_active', 1)->where('id', $id)->first();
+ $this->cdCorrection($policy_data, $data['cd_amt_changed'], $id);
+ }
+
+ $client_data = $this->clientModel->where('id', $data['client_id'])->first();
+ $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
+
+ $clientController = new ClientController();
+ $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
+ $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
+ // $data['client_kyc_single_table'] = $clientController->generateKycSingleTable($data['client_id']);
+
+ $data['entity_type_id'] = $client_data['entity_type_id'];
+
+ return $this->respondSuccess($id, "Policy transaction updated successfully", $data);
+ }
+
+ return $this->respondError("Failed to update policy transaction");
+ }
+
+ private function insertOrUpdateCoShareDetails($data, $pt_id)
+ {
+ // Prepare data for insertion and updating
+ $coShareDetails = [];
+ if (isset($data['co_share_id']) && !empty($data['co_share_id'])) {
+ $this->removePtCoShareRecords($data['co_share_id'], $pt_id);
+ }
+
+ if (isset($data['follow_insurer_id'])) {
+
+ foreach ($data['follow_insurer_id'] as $index => $insurer) {
+
+ // Separate the insurer and insurer branch
+ if (isset($insurer) && !empty($insurer)) {
+ list($insurer_branch_id, $insurer_id) = explode('-', $insurer);
+ } else {
+ $insurer_branch_id = null;
+ $insurer_id = null;
+ }
+
+ if ($data['bro_payable_by'] == 1) {
+ $cop_amt = isset($data['co_premium'][$index]) && ($data['co_premium'][$index] != "0.00" && !empty($data['co_premium'][$index])) ? $data['co_premium'][$index] : ($data['base_premium'][$index] ?? 0);
+ // print_r($cop_amt);die();
+ } else {
+ $cop_amt = $data['co_premium'][$index] ?? 0;
+ }
+
+ if(isset($data['calc_policy_issue_date'][$index])){
+ $data['calc_policy_issue_date'][$index] = change_date_format($data['calc_policy_issue_date'][$index]);
+ }
+
+ $co_share_type_value = (($data['co_share'] ?? 0) == 1) ? ($data['co_share_type'][$index] ?? 1) : 1;
+
+ // Prepare each co-share detail entry
+ $coShareDetails[] = [
+ 'pt_id' => $pt_id,
+ 'insurer_id' => $insurer_id ?? 0,
+ 'insurer_branch_id' => $insurer_branch_id ?? 0,
+ 'co_share_type' => $co_share_type_value,
+ 'co_share_per' => $data['co_share_per'][$index] ?? 0,
+ 'bp_amt' => $data['base_premium'][$index] ?? 0,
+ 'bp_gst_amt' => $data['gst_amount'][$index] ?? 0,
+ 'bp_igst' => $data['igst'][$index] ?? 0,
+ 'bp_sgst' => $data['sgst'][$index] ?? 0,
+ 'bp_cgst' => $data['cgst'][$index] ?? 0,
+ 'tp_amt' => $data['tp_premium'][$index] ?? 0,
+ 'tep_amt' => $data['ter_premium'][$index] ?? 0,
+ 'cotp_amt' => $data['co_tp_premium'][$index] ?? 0,
+ 'cotep_amt' => $data['co_ter_premium'][$index] ?? 0,
+ 'agreed_amt' => $data['agreed_amount'][$index] ?? 0,
+ 'agreed_bp_per' => $data['agreed_bp'][$index] ?? 0,
+ 'agreed_tp_per' => $data['agreed_tp'][$index] ?? 0,
+ 'agreed_tep_per' => $data['agreed_ter'][$index] ?? 0,
+ 'standerd_bp_per' => $data['standard_bp'][$index] ?? 0,
+ 'standerd_tp_per' => $data['standard_tp'][$index] ?? 0,
+ 'standerd_tep_per' => $data['standard_ter'][$index] ?? 0,
+ 'actual_bp_amt' => $data['actual_bp_amt'][$index] ?? 0,
+ 'actual_tp_amt' => $data['actual_tp_amt'][$index] ?? 0,
+ 'actual_tep_amt' => $data['actual_tep_amt'][$index] ?? 0,
+ 'actual_bp_per' => $data['actual_bp_per'][$index] ?? 0,
+ 'actual_tp_per' => $data['actual_tp_per'][$index] ?? 0,
+ 'actual_tep_per' => $data['actual_tep_per'][$index] ?? 0,
+ 'actual_bp_brokerage_amt' => $data['actual_bp_brokerage_amt'][$index] ?? 0,
+ 'actual_tp_brokerage_amt' => $data['actual_tp_brokerage_amt'][$index] ?? 0,
+ 'actual_tep_brokerage_amt' => $data['actual_tep_brokerage_amt'][$index] ?? 0,
+ 'exp_amt' => isset($data['exp_amt'][$index]) && !empty($data['exp_amt'][$index]) ? $data['exp_amt'][$index] : expected_amount_calc($data, $index),
+ 'amount' => $data['total'][$index] ?? 0,
+ 'stamp_duty' => $data['stamp_duty'][$index] ?? 0,
+ 'cop_amt' => $cop_amt,
+ 'variance' => $data['variance'][$index] ?? 0,
+ 'reward' => $data['reward'][$index] ?? null,
+ '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,
+ 'non_comm_per_amt' => $data['non_comm_per_amt'][$index] ?? null,
+ 'pt_policy_issue_date' => $data['calc_policy_issue_date'][$index] ?? null,
+ ];
+ }
+
+ // print_r($pt_id);
+ // print_r($coShareDetails);
+ // die;
+
+ // Separate data into insert and update batches
+ $insertData = array_filter($coShareDetails, function ($detail) {
+ return empty($detail['id']); // Only insert new records
+ });
+
+ $updateData = array_filter($coShareDetails, function ($detail) {
+ return !empty($detail['id']); // Only update existing records
+ });
+
+ // Insert new records
+ if (!empty($insertData)) {
+ $this->PTCOShareDetailsModel->insertBatch($insertData);
+ }
+
+ // Update existing records
+ if (!empty($updateData)) {
+ $this->PTCOShareDetailsModel->updateBatch($updateData, 'id'); // Assuming 'id' is the unique identifier
+ }
+
+ // print_r($this->PTCOShareDetailsModel->getLastQuery()); die;
+ // print_r($coShareDetails);
+ // die;
+
+ return true;
+ }
+
+ // print_r($data);
+ // die;
+ }
+
+ private function prepareClientPolicyInsertData($data)
+ {
+ return [
+ 'client_id' => $data['client_id'] ?? null,
+ 'insurer_id' => $data['insurer_id'] ?? null,
+ 'insurer_branch_id' => $data['insurer_branch_id'] ?? null,
+ 'tpa_id' => $data['tpa_id'] ?? null,
+ 'tpa_branch_id' => $data['tpa_branch_id'] ?? null,
+ 'policy_type_id' => $data['policy_type_id'] ?? null,
+ 'policy_start_date' => $data['policy_start_date'] ?? null,
+ 'policy_end_date' => $data['policy_end_date'] ?? null,
+ 'policy_status' => 1,
+ 'is_addon' => $data['is_addon'] ?? null,
+ 'base_policy' => $data['base_policy'] ?? 0,
+ 'created_by' => get_session_userid(),
+ 'policy_no' => $data['policy_no'] ?? null,
+ 'client_branch_id' => $data['client_branch_id'] ?? 0,
+ 'cd_ac_pk' => $data['cd_ac_no'] ?? null,
+ 'gst' => 18,
+ 'policy_entry_from' => 2,
+ ];
+ }
+
+ private function insertTransactionStatus($policyTranId, $data, $statusType)
+ {
+ $statusData = [
+ 'policy_tran_id' => $policyTranId,
+ 'status' => $data['status'],
+ 'last_action_date' => $data['last_action_date'],
+ 'status_type' => $statusType,
+ 'created_by' => get_session_userid(),
+ ];
+ $this->policyTransactionStatusModel->insert($statusData);
+ }
+
+ private function processCompletedStatus($data, $client_policy_id, $insurer_id, $policyTranId)
+ {
+ $totalAmount = (int)$data['total'][0] ?? 0;
+ $description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited for the ' . $data['emp_count'] . ' employees at Inception (BDS).';
+
+ $cdTransactionData = [
+ 'amount' => $totalAmount,
+ 'sub_type_id' => 4,
+ 'client_id' => $data['client_id'],
+ 'client_policy_id' => $client_policy_id ?? 0,
+ 'endorsement_no' => null,
+ 'cd_ac_no' => $data['cd_ac_no'] ?? null,
+ 'insurer_id' => $insurer_id,
+ 'description' => $description,
+ 'transaction_type' => 'Debit',
+ 'updated_by' => get_session_userid(),
+ 'event_name' => 'inception',
+ 'is_active' => 1,
+ 'cd_ac_pk' => $data['cd_ac_pk'],
+ 'pt_id' => $policyTranId ?? null,
+ ];
+
+ $result = DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
+
+ if(isset($result) && $result['success'] == true){
+ $update_data['ct_tran_id'] = $result['insert_id'];
+ $this->policyTransactionModel->where('id', $policyTranId)->set($update_data)->update();
+ }
+ }
+
+ private function cdCorrection($data, $amt, $policyTranId)
+ {
+ $totalAmount = (int)($amt ?? 0);
+ $description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited towards the difference arising from the change in the BDS base premium.';
+
+ $cdTransactionData = [
+ 'amount' => abs($totalAmount),
+ 'sub_type_id' => 4,
+ 'client_id' => $data['client_id'],
+ 'client_policy_id' => $data['client_policy_id'] ?? 0,
+ 'endorsement_no' => null,
+ 'cd_ac_no' => $data['cd_ac_no'] ?? null,
+ 'insurer_id' => $data['insurer_id'],
+ 'description' => $description,
+ 'transaction_type' => $totalAmount < 0 ? 'Credit' : 'Debit',
+ 'updated_by' => get_session_userid(),
+ 'event_name' => 'inception',
+ 'is_active' => 1,
+ 'cd_ac_pk' => $data['cd_ac_pk'],
+ 'pt_id' => $policyTranId ?? null,
+ ];
+
+ DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
+ }
+
+ private function processInsertIndividualMemberInEmpTable($data)
+ {
+ // print_r($data);
+ if (isset($data['family_name']) && !empty($data['family_name'])) {
+
+ $emp_data = [];
+ $emp_ids = [];
+ $random_code = generateRandomCode(); // Generate random code once
+
+ foreach ($data['family_name'] as $index => $val) {
+
+ // Determine the gender based on the relationship
+ $relationship = $data['relationship'][$index] ?? '';
+ $gender = 'M'; // Default to Male
+
+ // Set gender based on relationship
+ if (in_array($relationship, ['Mother', 'Daughter', 'Mother in law', 'Spouse'])) {
+ $gender = 'F';
+ }
+
+ $emp_data[] = [
+ 'client_id' => $data['client_id'] ?? 0,
+ 'client_branch_id' => $data['client_branch_id'] ?? 0,
+ 'name' => $val,
+ 'relationship' => $relationship,
+ 'gender' => $gender,
+ 'emp_status' => 'active',
+ 'created_by' => get_session_userid(),
+ 'emp_code' => $random_code, // Use the same random code for all
+ 'id' => $data['emp_id'][$index] ?? null
+ ];
+
+ $emp_ids[] = $data['emp_id'][$index] ?? 0;
+ }
+
+
+ // print_r($emp_data); die;
+
+ // Separate data into insert and update batches
+ $insertData = array_filter($emp_data, function ($detail) {
+ return empty($detail['id']); // Only insert new records
+ });
+
+ $updateData = array_filter($emp_data, function ($detail) {
+ return !empty($detail['id']); // Only update existing records
+ });
+
+ // Insert new records
+ if (!empty($insertData)) {
+ $this->employeeModel->insertBatch($insertData);
+ }
+
+ // Update existing records
+ if (!empty($updateData)) {
+ $this->employeeModel->updateBatch($updateData, 'id'); // Assuming 'id' is the unique identifier
+ }
+
+ return $emp_ids;
+ }
+ }
+
+ private function InsertIndividualEmpPolicyTable($emp_ids, $client_policy_id)
+ {
+ if (!empty($emp_ids)) {
+
+ $emp_policy_data = [];
+
+ foreach ($emp_ids as $index => $emp_id) {
+
+ $emp_policy_data[] = [
+ 'employee_id' => $emp_id ?? 0,
+ 'client_policy_id' => $client_policy_id ?? 0,
+ 'created_by' => get_session_userid(),
+ 'status' => 'active',
+ ];
+ }
+
+ // print_r($emp_policy_data); die;
+
+ // Insert new records
+ if (!empty($emp_policy_data)) {
+ $this->employeePolicyModel->insertBatch($emp_policy_data);
+ }
+
+
+ return true;
+ }
+ }
+
+ private function respondSuccess($id, $message, $data)
+ {
+ return $this->respond(['status' => true, 'pt_id' => $id, 'message' => $message, 'data' => $data], 200);
+ }
+
+ private function respondError($message)
+ {
+ return $this->respond(['status' => false, 'message' => $message], 200);
+ }
+ // policy Transaction Create function End
+
+ // Get the Single Inception Tranction data for edit
+ public function getInceptionDataForEdit($id)
+ {
+ $data = $this->policyTransactionModel
+ ->select('
+ policy_transaction.*,
+ clients.short_name as client_short_name,
+ clients.client_type,
+ clients.entity_type_id,
+ policy_type.policy_type,
+ client_policy.tpa_id as master_tpa_id,
+ client_policy.tpa_branch_id as master_tpa_branch_id,
+ client_policy.policy_type_id as master_policy_type_id,
+ client_policy.is_addon,
+ client_policy.base_policy,
+ (
+ select last_action_date
+ from policy_transaction_status
+ where policy_tran_id = policy_transaction.id
+ and status = policy_transaction.status
+ order by id desc
+ limit 1
+
+ ) as last_action_date
+ ')
+ ->join('clients', 'clients.id = policy_transaction.client_id')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
+ ->where('policy_transaction.id', $id)
+ ->where('policy_transaction.is_active', 1)
+ ->first();
+
+ $data['created_at'] = (isset($data['created_at']) && $data['created_at'] !== null && $data['created_at'] !== '')
+ ? date('d/m/Y h:i:s A', strtotime($data['created_at']))
+ : null;
+
+ $data['updated_at'] = (isset($data['updated_at']) && $data['updated_at'] !== null && $data['updated_at'] !== '')
+ ? date('d/m/Y h:i:s A', strtotime($data['updated_at']))
+ : null;
+
+
+ if (!empty($data['policy_issue_date'])) {
+ $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['policy_start_date'])) {
+ $data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['policy_end_date'])) {
+ $data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['renewal_date'])) {
+ $data['renewal_date'] = change_date_format($data['renewal_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['rollover_date'])) {
+ $data['rollover_date'] = change_date_format($data['rollover_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['endorse_eff_date'])) {
+ $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['last_action_date'])) {
+ $data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['month'])) {
+ $data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
+ } else {
+ $data['month'] = null;
+ }
+
+ // print_r($data); die;
+
+ $data['renewal_policy'] = $this->clientPolicyModel
+ ->select('client_policy.*, policy_type.policy_type')
+ ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+ ->where('client_policy.client_id', $data['client_id'])
+ ->where('client_policy.client_branch_id', $data['client_branch_id'])
+ ->where('client_policy.is_active', 1)
+ ->findAll();
+
+ $data['base_policy_data'] = $this->clientPolicyModel
+ ->select('client_policy.*, policy_type.policy_type')
+ ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+ ->where('client_policy.client_id', $data['client_id'])
+ ->where('client_policy.client_branch_id', $data['client_branch_id'])
+ ->whereIn('client_policy.policy_type_id', [2, 3])
+ ->where('client_policy.is_active', 1)
+ ->findAll();
+
+ $pt_bp_amt = $this->PTCOShareDetailsModel
+ ->select('bp_amt, amount')
+ ->where('pt_id', $id)
+ ->where('co_share_type', 1)
+ ->where('is_active', 1)
+ ->first();
+
+ // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
+ $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
+
+
+ $ptFileQuery = $this->PTFileModel
+ ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
+ ->where('pt_files.pt_id', $id)
+ ->where('pt_files.is_active', 1);
+
+ if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
+
+ if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+ $ptFileQuery->where('pt_files.created_by', get_session_userid());
+ }
+ }
+
+ $data['pt_files'] = $ptFileQuery->findAll();
+
+
+
+ $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
+ ->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,
+
+ (
+ SELECT
+ SUM(actual_bp_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_amount,
+
+ (
+ SELECT
+ SUM(actual_tp_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_amount,
+
+ (
+ SELECT
+ SUM(actual_tep_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_amount,
+
+ (
+ SELECT
+ SUM(actual_bp_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_percentage,
+
+ (
+ SELECT
+ SUM(actual_tp_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_percentage,
+
+ (
+ SELECT
+ SUM(actual_tep_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_percentage,
+
+
+ (
+ SELECT
+ SUM(actual_bp_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_brokerage_amount,
+
+
+ (
+ SELECT
+ SUM(actual_tp_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_brokerage_amount,
+
+
+ (
+ SELECT
+ SUM(actual_tep_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_brokerage_amount,
+
+ DATE_FORMAT(pt_policy_issue_date, '%d/%m/%Y') AS pt_policy_issue_date
+
+ ")
+ ->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')
+ ->where('employees.client_id', $data['client_id'])
+ ->where('employees.is_active', 1)->findAll();
+ // $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
+
+ $clientController = new ClientController();
+ $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
+ $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
+ $data['client_kyc_single_table'] = $clientController->generateKycSingleTable($data['client_id']);
+ $data['client_kyc_dd_data'] = $clientController->fetch_dropdown($data['client_id']);
+
+ $data['vehicle_docs'] = $this->clientKYCDocsModel
+ ->where('client_id', $data['client_id'])
+ ->where('vehicle_id', $data['vehicle_id'])
+ ->findAll();
+
+ // print_r( $data['pt_co_share_details']); die;
+ // return $data;
+ if ($data) {
+ return $this->respond(['status' => true, 'data' => $data], 200);
+ } else {
+ return $this->respond(['status' => false], 200);
+ }
+ }
+
+ // Get the Single Inception Tranction data for edit
+ public function getInceptionDataForEdit2($id)
+ {
+ $data = $this->policyTransactionModel
+ ->select('
+ policy_transaction.*,
+ clients.short_name as client_short_name,
+ clients.client_type,
+ clients.entity_type_id,
+ policy_type.policy_type,
+ client_policy.tpa_id as master_tpa_id,
+ client_policy.tpa_branch_id as master_tpa_branch_id,
+ client_policy.policy_type_id as master_policy_type_id,
+ client_policy.is_addon,
+ client_policy.base_policy,
+ (
+ select last_action_date
+ from policy_transaction_status
+ where policy_tran_id = policy_transaction.id
+ and status = policy_transaction.status
+ order by id desc
+ limit 1
+
+ ) as last_action_date
+ ')
+ ->join('clients', 'clients.id = policy_transaction.client_id')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
+ ->where('policy_transaction.id', $id)
+ ->where('policy_transaction.is_active', 1)
+ ->first();
+
+ $data['created_at'] = (isset($data['created_at']) && $data['created_at'] !== null && $data['created_at'] !== '')
+ ? date('d/m/Y h:i:s A', strtotime($data['created_at']))
+ : null;
+
+ $data['updated_at'] = (isset($data['updated_at']) && $data['updated_at'] !== null && $data['updated_at'] !== '')
+ ? date('d/m/Y h:i:s A', strtotime($data['updated_at']))
+ : null;
+
+
+ if (!empty($data['policy_issue_date'])) {
+ $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['policy_start_date'])) {
+ $data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['policy_end_date'])) {
+ $data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['renewal_date'])) {
+ $data['renewal_date'] = change_date_format($data['renewal_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['rollover_date'])) {
+ $data['rollover_date'] = change_date_format($data['rollover_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['endorse_eff_date'])) {
+ $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['last_action_date'])) {
+ $data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['month'])) {
+ $data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
+ } else {
+ $data['month'] = null;
+ }
+
+ // print_r($data); die;
+
+ $data['renewal_policy'] = $this->clientPolicyModel
+ ->select('client_policy.*, policy_type.policy_type')
+ ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+ ->where('client_policy.client_id', $data['client_id'])
+ ->where('client_policy.client_branch_id', $data['client_branch_id'])
+ ->where('client_policy.is_active', 1)
+ ->findAll();
+
+ $data['base_policy_data'] = $this->clientPolicyModel
+ ->select('client_policy.*, policy_type.policy_type')
+ ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+ ->where('client_policy.client_id', $data['client_id'])
+ ->where('client_policy.client_branch_id', $data['client_branch_id'])
+ ->whereIn('client_policy.policy_type_id', [2, 3])
+ ->where('client_policy.is_active', 1)
+ ->findAll();
+
+ $pt_bp_amt = $this->PTCOShareDetailsModel
+ ->select('bp_amt, amount')
+ ->where('pt_id', $id)
+ ->where('co_share_type', 1)
+ ->where('is_active', 1)
+ ->first();
+
+ // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
+ $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
+
+
+ $ptFileQuery = $this->PTFileModel
+ ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
+ ->where('pt_files.pt_id', $id)
+ ->where('pt_files.is_active', 1);
+
+ if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
+
+ if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+ $ptFileQuery->where('pt_files.created_by', get_session_userid());
+ }
+ }
+
+ $data['pt_files'] = $ptFileQuery->findAll();
+
+
+
+ $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
+ ->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,
+
+ (
+ SELECT
+ SUM(actual_bp_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_amount,
+
+ (
+ SELECT
+ SUM(actual_tp_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_amount,
+
+ (
+ SELECT
+ SUM(actual_tep_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_amount,
+
+ (
+ SELECT
+ SUM(actual_bp_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_percentage,
+
+ (
+ SELECT
+ SUM(actual_tp_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_percentage,
+
+ (
+ SELECT
+ SUM(actual_tep_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_percentage,
+
+
+ (
+ SELECT
+ SUM(actual_bp_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_brokerage_amount,
+
+
+ (
+ SELECT
+ SUM(actual_tp_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_brokerage_amount,
+
+
+ (
+ SELECT
+ SUM(actual_tep_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_brokerage_amount,
+
+ DATE_FORMAT(pt_policy_issue_date, '%d/%m/%Y') AS pt_policy_issue_date
+
+ ")
+ ->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')
+ ->where('employees.client_id', $data['client_id'])
+ ->where('employees.is_active', 1)->findAll();
+ // $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
+
+ $clientController = new ClientController();
+ $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
+ $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
+ $data['client_kyc_single_table'] = $clientController->generateKycSingleTable($data['client_id']);
+ $data['client_kyc_dd_data'] = $clientController->fetch_dropdown($data['client_id']);
+
+ $data['vehicle_docs'] = $this->clientKYCDocsModel
+ ->where('client_id', $data['client_id'])
+ ->where('vehicle_id', $data['vehicle_id'])
+ ->findAll();
+
+ // print_r( $data['pt_co_share_details']); die;
+ // return $data;
+ if ($data) {
+ return $this->respond(['status' => true, 'data' => $data], 200);
+ } else {
+ return $this->respond(['status' => false], 200);
+ }
+ }
+
+ public function removePolicyTransaction($id, $type = 0)
+ {
+ if ($id) {
+ $data['is_active'] = 0;
+ $data['updated_by'] = get_session_userid();
+ $policy_transaction_data = $this->policyTransactionModel->where('id', $id)->first();
+ if($policy_transaction_data['policy_type_id'] > 7 && $type == 0){
+
+ $this->policyTransactionModel->where('id', $id)->set($data)->update();
+ $this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
+ $this->clientPolicyModel->where('id', $policy_transaction_data['client_policy_id'])->set($data)->update();
+ $this->policyTransactionModel->where('client_policy_id', $policy_transaction_data['client_policy_id'])->set($data)->update();
+
+ $cd_transaction_model = new ClientDepositModel();
+ $cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
+
+ }else{
+ $this->policyTransactionModel->where('id', $id)->set($data)->update();
+ $this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
+
+ $cd_transaction_model = new ClientDepositModel();
+ $cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
+
+ }
+ return $this->respond(['status' => true, 'code' => 200, 'message' => 'Policy Transaction removed successfully'], 200);
+ } else {
+
+ return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to remove policy transaction'], 200);
+ }
+ }
+
+ //function for soft delete for pt_co_share_details records
+ public function removePtCoShareRecords($primaryKeys, $pt_id)
+ {
+ if (empty($primaryKeys)) {
+ return false;
+ }
+
+ // Convert array to a comma-separated string of placeholders for query binding
+ $placeholders = implode(',', array_fill(0, count($primaryKeys), '?'));
+
+ // Prepare the query with proper binding
+ $sql = "UPDATE pt_co_share_details SET is_active = 0 WHERE pt_id = ? AND id NOT IN ($placeholders)";
+
+ // Merge pt_id with primary keys for binding
+ $params = array_merge([$pt_id], $primaryKeys);
+
+ // Execute the query with bound parameters
+ return db_connect()->query($sql, $params);
+ }
+
+
+ //------------------------------------------------------------------------------------------------
+
+ // Policy Transaction Endorsement
+ public function viewEndorsement()
+ {
+ // echo '';
+ // !dd($this->getEndorsementDataForEdit(17));
+ $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
+ $data['tab_name'] = 'Endorsement';
+ $data['page_name'] = 'Endorsement';
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
+ $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
+
+ $data['policy_status'] = [
+ 'under_process' => 'Under Process',
+ 'client_pending' => 'Client Pending',
+ 'insurer_pending' => 'Insurer Pending',
+ 'co_insurer_pending' => 'Co-Insurer Pending',
+ 'tpa_pending' => 'TPA Pending',
+ 'validated' => 'Validated',
+ 'cancelled' => 'Cancelled',
+ 'instalment_pending' => 'Instalment Pending',
+ 'completed' => 'Completed',
+ ];
+
+ $data['invoice_status'] = [
+ 'yet_to_generate' => 'Pending',
+ 'generated' => 'Generated',
+ 'send' => 'Sent',
+ 'recived' => 'Payment Received',
+ ];
+
+ $data['action_type'] = [
+ 'addition' => 'Addition',
+ 'deletion' => 'Deletion',
+ 'addition_deletion' => 'Addition & Deletion',
+ 'si_enhancement' => 'SI Enhancement',
+ 'combo_a_d_si' => 'Combo A, D & SI',
+ 'correction' => 'Correction',
+ 'baby_addition' => 'Baby Addition',
+ 'policy_instalment' => 'Policy Instalment',
+ 'addition_inception' => 'Addition-Inception',
+ 'bds_correction' => 'BDS Correction',
+ 'policy_correction' => 'Policy Correction',
+ 'policy_cancellation' => 'Policy Cancellation',
+ ];
+
+ $data['date_type'] = [
+ 'policy_issue_date' => 'Policy Issue Date',
+ 'policy_start_date' => 'Policy Start Date',
+ 'policy_end_date' => 'Policy End Date',
+ ];
+
+ //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');
+ $status = $this->request->getGet('status');
+
+ $start_date = (!isset($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;
+ $status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;
+
+ if($bds_edit_pt_id == null){
+ $data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
+ }else{
+ $data['endorsement_data_list'] = [];
+ }
+ $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
+ $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+
+ $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+ // $data['tpa'] = $this->tpaModel->where('is_active', 1)->findAll();
+ $data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+ $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+ list($policyList, $policyListByClient) = $this->getPolicyForEndorsment();
+
+ $data['endorsementPolicies'] = $policyList;
+ $data['endorsementPolicyListByClient'] = $policyListByClient;
+
+ // dd($data);
+ // print_r($data['endorsementPolicies']);die();
+
+ $this->loadLayout('policy_transaction_endorsement_list', $data);
+ }
+
+ public function viewEndorsement2()
+ {
+ // echo '';
+ // !dd($this->getEndorsementDataForEdit(17));
+ $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
+ $data['tab_name'] = 'Endorsements';
+ $data['page_name'] = 'Endorsements';
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
+ $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
+
+ $data['policy_status'] = [
+ 'under_process' => 'Under Process',
+ 'client_pending' => 'Client Pending',
+ 'insurer_pending' => 'Insurer Pending',
+ 'co_insurer_pending' => 'Co-Insurer Pending',
+ 'tpa_pending' => 'TPA Pending',
+ 'validated' => 'Validated',
+ 'cancelled' => 'Cancelled',
+ 'instalment_pending' => 'Instalment Pending',
+ 'completed' => 'Completed',
+ ];
+
+ $data['invoice_status'] = [
+ 'yet_to_generate' => 'Pending',
+ 'generated' => 'Generated',
+ 'send' => 'Sent',
+ 'recived' => 'Payment Received',
+ ];
+
+ $data['action_type'] = [
+ 'addition' => 'Addition',
+ 'deletion' => 'Deletion',
+ 'addition_deletion' => 'Addition & Deletion',
+ 'si_enhancement' => 'SI Enhancement',
+ 'combo_a_d_si' => 'Combo A, D & SI',
+ 'correction' => 'Correction',
+ 'baby_addition' => 'Baby Addition',
+ 'policy_instalment' => 'Policy Instalment',
+ 'addition_inception' => 'Addition-Inception',
+ 'bds_correction' => 'BDS Correction',
+ 'policy_correction' => 'Policy Correction',
+ 'policy_cancellation' => 'Policy Cancellation',
+ ];
+
+ $data['date_type'] = [
+ 'policy_issue_date' => 'Policy Issue Date',
+ 'policy_start_date' => 'Policy Start Date',
+ 'policy_end_date' => 'Policy End Date',
+ ];
+
+ //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');
+ $status = $this->request->getGet('status');
+
+ $start_date = (!isset($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;
+ $status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;
+
+ if($bds_edit_pt_id == null){
+ $data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
+ }else{
+ $data['endorsement_data_list'] = [];
+ }
+ $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
+ $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+
+ $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+ // $data['tpa'] = $this->tpaModel->where('is_active', 1)->findAll();
+ $data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+ $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+ list($policyList, $policyListByClient) = $this->getPolicyForEndorsment();
+
+ $data['endorsementPolicies'] = $policyList;
+ $data['endorsementPolicyListByClient'] = $policyListByClient;
+
+ // dd($data);
+ // print_r($data['endorsementPolicies']);die();
+
+ $this->loadLayout('policy_transaction_endorsement_list_2', $data);
+ }
+
+ public function createEndorsementPolicy()
+ {
+ // $id = $this->request->getPost('id');
+ $rules = [
+ // ==========================================
+ // 1. CLIENT SECTION
+ // ==========================================
+ 'client_id' => [
+ 'label' => 'Client',
+ 'rules' => 'required',
+ 'errors' => ['required' => 'Client selection is mandatory.']
],
-
- 'nhance_branch' => [
- 'col_idx' => 1,
- 'col_cell_name' => 'B',
- 'col_name' => 'Nhance Branch',
- 'is_mandatory' => true,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => 'check_nhance_branch',
- 'params' => ['row', 'nhance_branch_data']
+ 'client_policy_id' => [
+ 'label' => 'Policy',
+ 'rules' => 'required',
+ 'errors' => ['required' => 'Please select the policy to endorse.']
],
+ 'client_type' => ['rules' => 'permit_empty','errors' => []],
+ 'client_branch_id' => ['rules' => 'permit_empty','errors' => []],
- 'vehicle_no' => [
- 'col_idx' => 2,
- 'col_cell_name' => 'C',
- 'col_name' => 'Vehicle No',
- 'is_mandatory' => true,
- 'data_type' => 'vehicle',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => 'check_rto_data',
- 'params' => ['row', 'rto_master']
+ // ==========================================
+ // 2. ENDORSEMENT SECTION
+ // ==========================================
+ 'action_type' => [
+ 'label' => 'Endorsement Type',
+ 'rules' => 'required',
+ 'errors' => ['required' => 'Select an Endorsement Type.']
],
-
- 'vehicle_type' => [
- 'col_idx' => 3,
- 'col_cell_name' => 'D',
- 'col_name' => 'Vehicle Type',
- 'is_mandatory' => true,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => 'check_vehicle_type',
- 'params' => ['row', 'vehicle_type']
+ 'endorsement_no' => ['label' => 'Endorsement No','rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9\/_-]+$/]',
+ 'errors' => [ 'regex_match' => 'Endorsement No can only contain letters, numbers, and symbols like / - or _' ]],
+ 'data_received_date' => [
+ 'label' => 'Data Received Date',
+ 'rules' => 'required|valid_date[d/m/Y]',
+ 'errors' => ['required' => 'Data Received Date is required.', 'valid_date' => 'Please provide a valid Data Received Date.']
],
-
- 'policy_no' => [
- 'col_idx' => 4,
- 'col_cell_name' => 'E',
- 'col_name' => 'Policy No',
- 'is_mandatory' => true,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => 'check_policy_no',
- 'params' => ['row', 'pt_data']
- ],
-
- 'insured_name' => [
- 'col_idx' => 5,
- 'col_cell_name' => 'F',
- 'col_name' => 'Insured Name',
- 'is_mandatory' => true,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => null,
- 'params' => null
- ],
-
- 'insured_email' => [
- 'col_idx' => 6,
- 'col_cell_name' => 'G',
- 'col_name' => 'Insured Email',
- 'is_mandatory' => true,
- 'data_type' => 'email',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => null,
- 'params' => null
- ],
-
- 'insurer' => [
- 'col_idx' => 7,
- 'col_cell_name' => 'H',
- 'col_name' => 'Insurer',
- 'is_mandatory' => true,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => 'check_insurer_exist',
- 'params' => ['row', 'insurer_data']
- ],
-
- 'insurer_branch' => [
- 'col_idx' => 8,
- 'col_cell_name' => 'I',
- 'col_name' => 'Insurer Branch',
- 'is_mandatory' => true,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => 'check_insurer_branch_exist',
- 'params' => ['row', 'insurer_branch_data', 'insurers']
- ],
-
'policy_issue_date' => [
- 'col_idx' => 9,
- 'col_cell_name' => 'J',
- 'col_name' => 'Policy Issue Date',
- 'is_mandatory' => true,
- 'data_type' => 'date',
- 'format' => 'd/M/Y',
- 'allowed_values' => null,
- 'custom' => null,
- 'params' => null
+ 'label' => 'Endorsement Issue Date',
+ 'rules' => 'required|valid_date[d/m/Y]',
+ 'errors' => ['required' => 'Endorsement Issue Date is required.', 'valid_date' => 'Please provide a valid Endorsement Issue Date.']
],
-
- 'policy_start_date' => [
- 'col_idx' => 10,
- 'col_cell_name' => 'K',
- 'col_name' => 'Policy Start Date',
- 'is_mandatory' => true,
- 'data_type' => 'date',
- 'format' => 'd/M/Y',
- 'allowed_values' => null,
- 'custom' => null,
- 'params' => null
- ],
-
- 'policy_end_date' => [
- 'col_idx' => 11,
- 'col_cell_name' => 'L',
- 'col_name' => 'Policy End Date',
- 'is_mandatory' => true,
- 'data_type' => 'date',
- 'format' => 'd/M/Y',
- 'allowed_values' => null,
- 'custom' => null,
- 'params' => null
- ],
-
- 'revenue_type' => [
- 'col_idx' => 12,
- 'col_cell_name' => 'M',
- 'col_name' => 'Revenue Type',
- 'is_mandatory' => true,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => ['NA', 'EA', 'EANR'],
- 'custom' => null,
- 'params' => null
- ],
-
- 'sales_generated_by' => [
- 'col_idx' => 13,
- 'col_cell_name' => 'N',
- 'col_name' => 'Sales Generated By',
- 'is_mandatory' => true,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => 'check_user_exist',
- 'params' => ['row', 'col_key', 'user_data']
- ],
-
- 'serviced_by' => [
- 'col_idx' => 14,
- 'col_cell_name' => 'O',
- 'col_name' => 'Serviced By',
- 'is_mandatory' => true,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => 'check_user_exist',
- 'params' => ['row', 'col_key', 'user_data']
- ],
-
- 'agent_code' => [
- 'col_idx' => 15,
- 'col_cell_name' => 'P',
- 'col_name' => 'Agent Code',
- 'is_mandatory' => true,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => 'check_agent_exist',
- 'params' => ['row', 'pos_data']
- ],
-
- 'base_premium' => [
- 'col_idx' => 16,
- 'col_cell_name' => 'Q',
- 'col_name' => 'Base Premium',
- 'is_mandatory' => false,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => null,
- 'params' => null
- ],
-
- 'non_commission_premium_amount' => [
- 'col_idx' => 17,
- 'col_cell_name' => 'R',
- 'col_name' => 'Non commission permium Amount',
- 'is_mandatory' => false,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => null,
- 'params' => null
- ],
-
- 'tp_premium' => [
- 'col_idx' => 18,
- 'col_cell_name' => 'S',
- 'col_name' => 'TP Premium',
- 'is_mandatory' => false,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => null,
- 'params' => null
- ],
-
- 'igst' => [
- 'col_idx' => 19,
- 'col_cell_name' => 'T',
- 'col_name' => 'IGST',
- 'is_mandatory' => false,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => 'check_gst_percentage',
- 'params' => ['row']
- ],
-
- 'cgst' => [
- 'col_idx' => 20,
- 'col_cell_name' => 'U',
- 'col_name' => 'CGST',
- 'is_mandatory' => false,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => 'check_gst_percentage',
- 'params' => ['row']
- ],
-
- 'sgst' => [
- 'col_idx' => 21,
- 'col_cell_name' => 'V',
- 'col_name' => 'SGST',
- 'is_mandatory' => false,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => 'check_gst_percentage',
- 'params' => ['row']
-
- ],
-
- 'stamp_duty' => [
- 'col_idx' => 22,
- 'col_cell_name' => 'W',
- 'col_name' => 'Stamp Duty',
- 'is_mandatory' => false,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => null,
- 'params' => null
- ],
-
- // 'total' => [
- // 'col_idx' => 23,
- // 'col_cell_name' => 'X',
- // 'col_name' => 'Total',
- // 'is_mandatory' => false,
- // 'data_type' => '',
- // 'format' => null,
- // 'allowed_values' => null,
- // 'custom' => null,
- // 'params' => null
- // ],
-
- 'agreed_amount' => [
- 'col_idx' => 23,
- 'col_cell_name' => 'X',
- 'col_name' => 'Agreed Amount',
- 'is_mandatory' => false,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => null,
- 'params' => null
- ],
-
- 'agreed_bp_percentage' => [
- 'col_idx' => 24,
- 'col_cell_name' => 'Y',
- 'col_name' => 'Agreed BP Percentage',
- 'is_mandatory' => false,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => null,
- 'params' => null
- ],
-
- 'agreed_tp_percentage' => [
- 'col_idx' => 25,
- 'col_cell_name' => 'Z',
- 'col_name' => 'Agreed TP Percentage',
- 'is_mandatory' => false,
- 'data_type' => '',
- 'format' => null,
- 'allowed_values' => null,
- 'custom' => null,
- 'params' => null
- ],
-
- // 'actual_bp_amount' => [
- // 'col_idx' => 27,
- // 'col_cell_name' => 'AB',
- // 'col_name' => 'Actual BP Amount',
- // 'is_mandatory' => false,
- // 'data_type' => '',
- // 'format' => null,
- // 'allowed_values' => null,
- // 'custom' => null,
- // 'params' => null
- // ],
-
- // 'actual_tp_amount' => [
- // 'col_idx' => 28,
- // 'col_cell_name' => 'AC',
- // 'col_name' => 'Actual TP Amount',
- // 'is_mandatory' => false,
- // 'data_type' => '',
- // 'format' => null,
- // 'allowed_values' => null,
- // 'custom' => null,
- // 'params' => null
- // ],
-
- // 'actual_bp_percentage' => [
- // 'col_idx' => 29,
- // 'col_cell_name' => 'AD',
- // 'col_name' => 'Actual BP Percentage',
- // 'is_mandatory' => false,
- // 'data_type' => '',
- // 'format' => null,
- // 'allowed_values' => null,
- // 'custom' => null,
- // 'params' => null
- // ],
-
- // 'actual_tp_percentage' => [
- // 'col_idx' => 30,
- // 'col_cell_name' => 'AE',
- // 'col_name' => 'Actual TP Percentage',
- // 'is_mandatory' => false,
- // 'data_type' => '',
- // 'format' => null,
- // 'allowed_values' => null,
- // 'custom' => null,
- // 'params' => null
- // ],
-
- // 'actual_bp_brokerage_amount' => [
- // 'col_idx' => 31,
- // 'col_cell_name' => 'AF',
- // 'col_name' => 'Actual BP Brokerage Amount',
- // 'is_mandatory' => false,
- // 'data_type' => '',
- // 'format' => null,
- // 'allowed_values' => null,
- // 'custom' => null,
- // 'params' => null
- // ],
-
- // 'actual_tp_brokerage_amount' => [
- // 'col_idx' => 32,
- // 'col_cell_name' => 'AG',
- // 'col_name' => 'Actual TP Brokerage Amount',
- // 'is_mandatory' => false,
- // 'data_type' => '',
- // 'format' => null,
- // 'allowed_values' => null,
- // 'custom' => null,
- // 'params' => null
- // ],
-
- // 'expected_amount' => [
- // 'col_idx' => 33,
- // 'col_cell_name' => 'AH',
- // 'col_name' => 'Expected Amount',
- // 'is_mandatory' => true,
- // 'data_type' => '',
- // 'format' => null,
- // 'allowed_values' => null,
- // 'custom' => null,
- // 'params' => null
- // ],
-
- // 'rewards' => [
- // 'col_idx' => 34,
- // 'col_cell_name' => 'AI',
- // 'col_name' => 'Rewards',
- // 'is_mandatory' => false,
- // 'data_type' => '',
- // 'format' => null,
- // 'allowed_values' => null,
- // 'custom' => null,
- // 'params' => null
- // ],
-
- ];
-
- }
-
- // Policy Transaction Inception
- public function viewInception()
- {
- $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
- $data['tab_name'] = 'Policies';
- $data['page_name'] = 'Policies';
-
- // Static arrays for dropdowns
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
- $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
- $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
- $data['policy_status'] = [
- 'under_process' => 'Under Process',
- 'client_pending' => 'Client Pending',
- 'insurer_pending' => 'Insurer Pending',
- 'co_insurer_pending' => 'Co-Insurer Pending',
- 'tpa_pending' => 'TPA Pending',
- 'validated' => 'Validated',
- 'cancelled' => 'Cancelled',
- 'instalment_pending' => 'Instalment Pending',
- 'completed' => 'Completed',
- 'lost' => 'Lost',
- ];
- $data['invoice_status_array'] = [
- 'yet_to_generate' => 'Pending',
- 'generated' => 'Generated',
- 'send' => 'Sent',
- 'recived' => 'Payment Received',
- ];
- // $data['vehicle_type'] = [
- // 'two_wheeler' => 'Two Wheeler',
- // 'four_wheeler' => 'Four Wheeler',
- // 'truck' => 'Truck',
- // 'bus' => 'Bus',
- // 'van' => 'Van',
- // 'suv' => 'SUV',
- // 'motorcycle' => 'Motorcycle',
- // 'bicycle' => 'Bicycle'
- // ];
- $data['vehicle_type'] = db_connect()->table('vehicle_type')->where('is_active', 1)->get()->getResultArray();
- $data['rto_details'] = db_connect()->table('rto_master')->where('is_active', 1)->get()->getResultArray();
-
- $data['vehicle_des'] = [
- 'commercial' => 'Commercial',
- 'private' => 'Private',
- ];
- $data['date_type'] = [
- 'policy_issue_date' => 'Policy Issue Date',
- 'policy_start_date' => 'Policy Start Date',
- 'policy_end_date' => 'Policy End Date',
- ];
-
- // Filter data
- $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');
- $status = $this->request->getGet('status');
-
- // Handle null or empty values
- $start_date = empty($start_date) ? 0 : $start_date;
- $end_date = empty($end_date) ? 0 : $end_date;
- $client_id = empty($client_id) ? 0 : $client_id;
- $insurer_id = empty($insurer_id) ? 0 : $insurer_id;
- $policy_type_id = empty($policy_type_id) ? 0 : $policy_type_id;
- $date_type = empty($date_type) ? 0 : $date_type;
- $issuer = empty($issuer) ? 0 : $issuer;
- $status = empty($status) ? 0 : $status; // Corrected from `$issuer`
-
- if(empty($bds_edit_pt_id)){
- if ($this->request->is('get')) {
-
- // Fetch inception data list
- $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
- $start_date,
- $end_date,
- $client_id,
- $insurer_id,
- $policy_type_id,
- $date_type,
- $issuer,
- $status
- );
- } else {
-
- $ids = $this->request->getPost('ids');
- $ids = array_filter(explode(',', $ids));
- $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
- $start_date = 0,
- $end_date = 0,
- $client_id = 0,
- $insurer_id = 0,
- $policy_type_id = 0,
- $date_type = 0,
- $issuer = 0,
- $status = 0,
- $ids
- );
- }
- }else{
- $data['inception_data_list'] = [];
- }
-
-
-
- // 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();
- $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
- $data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
- $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
-
- // Fetch PP Teams Data
- $data['ppTeamsData'] = $this->userModel
- ->where('is_active', 1)
- ->findAll();
-
- // // Fetch Sales Team
- // $data['salse_team'] = $this->userModel
- // ->select('user_profiles.*,nhance_branch.id as nhance_branch_id, nhance_branch.branch_name as nhance_branch_name')
- // ->join('user_teams', 'user_profiles.id = user_teams.user_id')
- // ->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id','left')
- // ->where('user_teams.team_id', 5)
- // ->where('user_teams.is_active', 1)
- // ->where('user_profiles.is_active', 1)
- // ->findAll();
-
- // // Fetch Partner Agent
- // $data['partner_agent'] = db_connect()->table('partner_agent')
- // ->where('is_active', 1)
- // ->get()
- // ->getResultArray();
-
- // // Fetch ACM
- // $data['ACM'] = $this->userModel
- // ->where('role', 3) // Assuming `role` is in `user_profiles`
- // ->where('is_active', 1)
- // ->findAll();
-
- // Fetch Sales Team
- $data['salse_team'] = $this->userModel
- ->select('
- user_profiles.*,
- nhance_branch.id as nhance_branch_id,
- nhance_branch.branch_name as nhance_branch_name,
- rm.first_name AS rm_name
- ')
- ->join('user_teams', 'user_profiles.id = user_teams.user_id')
- ->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id','left')
- ->join('user_profiles AS rm', 'user_profiles.rm_id = rm.id', 'left')
- ->where('user_teams.team_id', 5)
- ->where('user_teams.is_active', 1)
- ->where('user_profiles.is_active', 1)
- ->groupBy('user_profiles.id', 'asc')
- ->findAll();
-
- // Fetch Partner Agent
- $data['partner_agent'] = db_connect()->table('partner_agent')
- ->where('is_active', 1)
- ->get()
- ->getResultArray();
-
- // Fetch ACM
- $data['ACM'] = $this->userModel
- ->select('
- user_profiles.*,
- nhance_branch.id AS nhance_branch_id,
- nhance_branch.branch_name AS nhance_branch_name,
- rm.first_name AS rm_name
- ')
- ->join('user_teams', 'user_profiles.id = user_teams.user_id')
- ->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id', 'left')
- ->join('user_profiles AS rm', 'user_profiles.rm_id = rm.id', 'left')
- ->where('user_profiles.role', 3)
- ->where('user_profiles.is_active', 1)
- ->groupBy('user_profiles.id', 'asc')
- ->findAll();
-
-
- // dd($data);
- //Fetch POS
- $data['pos_data'] = db_connect()->table('partner_pos')
- ->where('is_active', 1)
- ->get()
- ->getResultArray();
-
- // Load view
- $this->loadLayout('policy_transaction_inception_list', $data);
- }
-
- public function viewInception2()
- {
- $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
- $data['tab_name'] = 'Policies';
- $data['page_name'] = 'Policies';
-
- // Static arrays for dropdowns
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
- $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
- $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
- $data['policy_status'] = [
- 'under_process' => 'Under Process',
- 'client_pending' => 'Client Pending',
- 'insurer_pending' => 'Insurer Pending',
- 'co_insurer_pending' => 'Co-Insurer Pending',
- 'tpa_pending' => 'TPA Pending',
- 'validated' => 'Validated',
- 'cancelled' => 'Cancelled',
- 'instalment_pending' => 'Instalment Pending',
- 'completed' => 'Completed',
- 'lost' => 'Lost',
- ];
- $data['invoice_status_array'] = [
- 'yet_to_generate' => 'Pending',
- 'generated' => 'Generated',
- 'send' => 'Sent',
- 'recived' => 'Payment Received',
- ];
- // $data['vehicle_type'] = [
- // 'two_wheeler' => 'Two Wheeler',
- // 'four_wheeler' => 'Four Wheeler',
- // 'truck' => 'Truck',
- // 'bus' => 'Bus',
- // 'van' => 'Van',
- // 'suv' => 'SUV',
- // 'motorcycle' => 'Motorcycle',
- // 'bicycle' => 'Bicycle'
- // ];
- $data['vehicle_type'] = db_connect()->table('vehicle_type')->where('is_active', 1)->get()->getResultArray();
- $data['rto_details'] = db_connect()->table('rto_master')->where('is_active', 1)->get()->getResultArray();
-
- $data['vehicle_des'] = [
- 'commercial' => 'Commercial',
- 'private' => 'Private',
- ];
- $data['date_type'] = [
- 'policy_issue_date' => 'Policy Issue Date',
- 'policy_start_date' => 'Policy Start Date',
- 'policy_end_date' => 'Policy End Date',
- ];
-
- // Filter data
- $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');
- $status = $this->request->getGet('status');
-
- // Handle null or empty values
- $start_date = empty($start_date) ? 0 : $start_date;
- $end_date = empty($end_date) ? 0 : $end_date;
- $client_id = empty($client_id) ? 0 : $client_id;
- $insurer_id = empty($insurer_id) ? 0 : $insurer_id;
- $policy_type_id = empty($policy_type_id) ? 0 : $policy_type_id;
- $date_type = empty($date_type) ? 0 : $date_type;
- $issuer = empty($issuer) ? 0 : $issuer;
- $status = empty($status) ? 0 : $status; // Corrected from `$issuer`
-
- if(empty($bds_edit_pt_id)){
- if ($this->request->is('get')) {
-
- // Fetch inception data list
- $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
- $start_date,
- $end_date,
- $client_id,
- $insurer_id,
- $policy_type_id,
- $date_type,
- $issuer,
- $status
- );
- } else {
-
- $ids = $this->request->getPost('ids');
- $ids = array_filter(explode(',', $ids));
- $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
- $start_date = 0,
- $end_date = 0,
- $client_id = 0,
- $insurer_id = 0,
- $policy_type_id = 0,
- $date_type = 0,
- $issuer = 0,
- $status = 0,
- $ids
- );
- }
- }else{
- $data['inception_data_list'] = [];
- }
-
-
-
- // 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();
- $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
- $data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
- $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
-
- // Fetch PP Teams Data
- $data['ppTeamsData'] = $this->userModel
- ->where('is_active', 1)
- ->findAll();
-
- // Fetch Sales Team
- $data['salse_team'] = $this->userModel
- ->select('
- user_profiles.*,
- nhance_branch.id as nhance_branch_id,
- nhance_branch.branch_name as nhance_branch_name,
- rm.first_name AS rm_name
- ')
- ->join('user_teams', 'user_profiles.id = user_teams.user_id')
- ->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id','left')
- ->join('user_profiles AS rm', 'user_profiles.rm_id = rm.id', 'left')
- ->where('user_teams.team_id', 5)
- ->where('user_teams.is_active', 1)
- ->where('user_profiles.is_active', 1)
- ->groupBy('user_profiles.id', 'asc')
- ->findAll();
-
- // Fetch Partner Agent
- $data['partner_agent'] = db_connect()->table('partner_agent')
- ->where('is_active', 1)
- ->get()
- ->getResultArray();
-
- // Fetch ACM
- $data['ACM'] = $this->userModel
- ->select('
- user_profiles.*,
- nhance_branch.id AS nhance_branch_id,
- nhance_branch.branch_name AS nhance_branch_name,
- rm.first_name AS rm_name
- ')
- ->join('user_teams', 'user_profiles.id = user_teams.user_id')
- ->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id', 'left')
- ->join('user_profiles AS rm', 'user_profiles.rm_id = rm.id', 'left')
- ->where('user_profiles.role', 3)
- ->where('user_profiles.is_active', 1)
- ->groupBy('user_profiles.id', 'asc')
- ->findAll();
-
- // echo '';
-
- // print_r($data['ppTeamsData']); die;
-
- // dd($data);
-
- // Load view
- $this->loadLayout('policy_transaction_inception_list_2', $data);
- }
-
- // policy Transaction Create function start
- public function createInceptionPolicy()
- {
- $post_data = $this->request->getPost();
-
- $rules = [
// ==========================================
- // 1. CLIENT SECTION (5 Fields)
+ // ENDORSEMENT SECTION
// ==========================================
- 'client_id' => ['label' => 'Client','rules' => 'required','errors' => ['required' => 'Please select a Client.']],
- 'client_type' => ['label' => 'Client Type','rules' => 'required','errors' => ['required' => 'Client Type must be selected.']],
- 'industry_type' => ['label' => 'Industry','rules' => 'permit_empty','errors' => []], // No errors needed for permit_empty unless adding other rules
- 'gst_no' => ['label' => 'GST Number','rules' => 'permit_empty|regex_match[/^[0-9]{2}[A-Z]{5}[0-9]{4}[A-Z]{1}[1-9A-Z]{1}Z[0-9A-Z]{1}$/]','errors' => ['alpha_numeric' => 'GST Number should only contain letters and numbers.','regex_match' => 'Invalid GST format. (Example: 22AAAAA0000A1Z5)']],
- 'pan_no' => ['label' => 'PAN Number','rules' => 'permit_empty|regex_match[/^[A-Z]{5}[0-9]{4}[A-Z]{1}$/]','errors' => ['alpha_numeric' => 'PAN Number should only contain letters and numbers.','regex_match' => 'Invalid PAN format. (Example: ABCDE1234F)']],
- // ==========================================
- // 2. PRE-SALES SECTION (3 Fields)
- // ==========================================
- 'lead_source' => ['label' => 'Lead Source', 'rules' => 'permit_empty', 'errors' => []],
- 'opportunity_id' => ['label' => 'Opportunity', 'rules' => 'permit_empty', 'errors' => []],
- 'quotation_ref' => ['label' => 'Quotation Ref', 'rules' => 'permit_empty', 'errors' => []],
+ 'month' => [
+ 'label' => 'Endorsement Issue Month',
+ 'rules' => 'required',
+ 'errors' => ['required' => 'Endorsement Issue Month (MM/YYYY) is required.']
+ ],
+ 'endorse_eff_date' => [
+ 'label' => 'Endorsement Effective Date',
+ 'rules' => 'permit_empty|valid_date[d/m/Y]',
+ 'errors' => ['valid_date' => 'Please provide a valid Endorsement Effective Date.']
+ ],
+ 'emp_count' => [
+ 'label' => 'No of Insured',
+ 'rules' => 'permit_empty|numeric',
+ 'errors' => ['numeric' => 'No of Insured must be a number.']
+ ],
+ 'dependent_count' => [
+ 'label' => 'No of Dependents',
+ 'rules' => 'permit_empty|numeric',
+ 'errors' => ['numeric' => 'No of Dependents must be a number.']
+ ],
+ 'last_action_date' => [
+ 'label' => 'Latest Action Date',
+ 'rules' => 'permit_empty|valid_date[d/m/Y]',
+ 'errors' => ['valid_date' => 'Please provide a valid Latest Action Date.']
+ ],
+ 'install_due_date' => [
+ 'label' => 'Installment Due Date',
+ 'rules' => 'permit_empty|valid_date[d/m/Y]',
+ 'errors' => ['valid_date' => 'Please provide a valid Installment Due Date.']
+ ],
// ==========================================
- // 3. POLICY DOCUMENT (2 Fields)
+ // PREMIUM DETAILS (ARRAY FIELDS .*)
// ==========================================
- 'policy_copy' => ['label' => 'Policy Copy', 'rules' => 'permit_empty', 'errors' => []],
- 'proposal_form' => ['label' => 'Proposal Form', 'rules' => 'permit_empty', 'errors' => []],
+ 'follow_insurer_id.*' => [
+ 'label' => 'Insurer',
+ 'rules' => 'required',
+ 'errors' => ['required' => 'Please select an Insurer.']
+ ],
+ 'calc_policy_issue_date.*' => [
+ 'label' => 'Premium Endorsement Issue Date',
+ 'rules' => 'required',
+ 'errors' => ['required' => 'Endorsement Issue Date is required.']
+ ],
+ 'co_share_per.*' => [
+ 'label' => 'Co-Share %',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Co-Share % must be a valid decimal.']
+ ],
+ 'base_premium.*' => [
+ 'label' => 'Base Premium',
+ 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Base Premium must be a valid amount.']
+ ],
+ 'total.*' => [
+ 'label' => 'Total Premium',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Total Premium must be a valid amount.'],
+ ],
- // ==========================================
- // 4. VEHICLE DOCUMENT (2 Fields)
- // ==========================================
- 'rc_copy' => ['label' => 'RC Copy', 'rules' => 'permit_empty', 'errors' => []],
- 'inspection_report' => ['label' => 'Inspection Report', 'rules' => 'permit_empty', 'errors' => []],
+ // Decimal validation with Labels
+ 'non_comm_per_amt.*' => [
+ 'label' => 'Non-Comm Premium',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Non-Comm Premium must be numeric.']
+ ],
+ 'tp_premium.*' => [
+ 'label' => 'TP Premium',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'TP Premium must be numeric.']
+ ],
+ 'ter_premium.*' => [
+ 'label' => 'TEP Premium',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'TEP Premium must be numeric.']
+ ],
+ 'co_premium.*' => [
+ 'label' => 'Co-Premium',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Co-Premium must be numeric.']
+ ],
+ 'co_tp_premium.*' => [
+ 'label' => 'Co-TP Premium',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Co-TP Premium must be numeric.']
+ ],
+ 'co_ter_premium.*' => [
+ 'label' => 'Co-TEP Premium',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Co-TEP Premium must be numeric.']
+ ],
+ 'cgst.*' => [
+ 'label' => 'CGST',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'CGST must be numeric.']
+ ],
+ 'sgst.*' => [
+ 'label' => 'SGST',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'SGST must be numeric.']
+ ],
+ 'igst.*' => [
+ 'label' => 'IGST',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'IGST must be numeric.']
+ ],
+ 'gst_amount.*' => [
+ 'label' => 'GST Amount',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'GST Amount must be numeric.']
+ ],
+ 'stamp_duty.*' => [
+ 'label' => 'Stamp Duty',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Stamp Duty must be numeric.']
+ ],
+ 'agreed_bp.*' => [
+ 'label' => 'Agreed BP %',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Agreed BP % must be numeric.']
+ ],
+ 'agreed_tp.*' => [
+ 'label' => 'Agreed TP %',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Agreed TP % must be numeric.']
+ ],
+ 'agreed_ter.*' => [
+ 'label' => 'Agreed TEP %',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Agreed TEP % must be numeric.']
+ ],
+ 'agreed_amount.*' => [
+ 'label' => 'Agreed Amount',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Agreed Amount must be numeric.']
+ ],
- // ==========================================
- // 5. SALES SECTION (12 Fields)
- // ==========================================
- 'base_policy' => ['label' => 'Base Policy', 'rules' => 'permit_empty','errors' => []],
- 'policy_no' => ['label' => 'Policy Number', 'rules' => 'required|regex_match[/^[a-zA-Z0-9\/_-]+$/]',
- 'errors' => [
- 'required' => 'Policy Number is Must.',
- 'regex_match' => 'Policy Number can only contain letters, numbers, and symbols like / - or _'
- ]],
- 'policy_issue_date' => ['label' => 'Issue Date', 'rules' => 'required|valid_date[Y-m-d]|regex_match[/^\d{4}-\d{2}-\d{2}$/]',
- 'errors' => [
- 'required' => 'Policy Issue Date is required.',
- 'valid_date' => 'Please provide a valid Policy Issue Date.',
- 'regex_match' => 'The Policy Issue Date format is incorrect. '
- ]],
- 'month' => ['label' => 'Issue Month', 'rules' => 'required','errors' => [
- 'required' => 'Please select or enter the Policy Issue Month.'
- ]],
- 'policy_start_date' => ['label' => 'D.O.C',
- 'rules' => 'required|valid_date[Y-m-d]|regex_match[/^\d{4}-\d{2}-\d{2}$/]',
- 'errors' => [
- 'required' => 'D.O.C (Start Date) is required.',
- 'valid_date' => 'Please provide a valid D.O.C date.',
- 'regex_match' => 'The D.O.C date format is incorrect. '
- ]],
- 'policy_end_date' => ['label' => 'D.O.E', 'rules' => 'required|valid_date[Y-m-d]|regex_match[/^\d{4}-\d{2}-\d{2}$/]','errors' => [
- 'required' => 'D.O.E (Expiry Date) is required.',
- 'valid_date' => 'Please provide a valid D.O.E date.',
- 'regex_match' => 'The D.O.E date format is incorrect. '
- ]],
- 'emp_count' => ['label' => 'No of Insured', 'rules' => 'permit_empty|numeric','errors' => [
- 'numeric' => 'No of Insured must contain only numbers.'
- ]],
- 'dependent_count' => ['label' => 'No of Dependents', 'rules' => 'permit_empty|numeric','errors' => [
- 'numeric' => 'No of Dependents must contain only numbers.'
- ]],
- 'installment' => ['label' => 'Installment', 'rules' => 'permit_empty','errors' => []],
- 'installment_data' => ['label' => 'Installment Data', 'rules' => 'permit_empty','errors' => []],
- 'co_share' => ['label' => 'CoP Yes', 'rules' => 'permit_empty','errors' => []],
- 'bro_payable_by' => ['label' => 'Remuneration Pay By', 'rules' => 'permit_empty','errors' => []],
- 'renewal_date' => ['label' => 'Renewal Date', 'rules' => 'required|valid_date[Y-m-d]|regex_match[/^\d{4}-\d{2}-\d{2}$/]','errors' => [
- 'required' => 'Renewal Date is required.',
- 'valid_date' => 'Please provide a valid Renewal Date.',
- 'regex_match' => 'The Renewal Date format is incorrect. '
- ]],
- 'sales_generated_by' => ['label' => 'Sales Generated By', 'rules' => 'permit_empty','errors' => [
- // 'required' => 'Please select the person who generated this sale.'
- ]],
- 'serviced_by' => ['label' => 'Serviced By', 'rules' => 'permit_empty','errors' => [
- // 'required' => 'Please select the service person for this policy.'
- ]],
- 'pos_id' => ['label' => 'POS', 'rules' => 'permit_empty','errors' => []],
-
- // ==========================================
- // 6. PREMIUM DETAILS (Array Fields - 25 Fields)
- // Use .* because these come from the dynamic table
- // ==========================================
- 'follow_insurer_id.*' => ['label' => 'Insurer', 'rules' => 'required','errors' => ['required' => 'Please select an Insurer.']],
- 'co_share_type.*' => ['label' => 'Is Leader', 'rules' => 'permit_empty','errors' => []],
- 'cd_ac_no_for_child.*' => ['label' => 'CD Acc No', 'rules' => 'permit_empty','errors' => []],
- 'cd_current_balance.*' => ['label' => 'CD Amount', 'rules' => 'permit_empty','errors' => []],
- 'follower_policy_no.*' => ['label' => 'Follower Policy No', 'rules' => 'permit_empty','errors' => []],
- 'calc_policy_issue_date.*' => ['label' => 'Policy Issue Date', 'rules' => 'required','errors' => [ 'required' => 'Policy Issue Date is required' ]],
- 'co_share_per.*' => ['label' => 'Co-Share %', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Co-Share % must be a valid decimal.']],
- 'non_comm_per_amt.*' => ['label' => 'Non-Comm Premium', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Amount must be numeric.']],
- 'base_premium.*' => ['label' => 'Base Premium', 'rules' => 'permit_empty|regex_match[/^-?\d+(\.\d+)?$/]|differs[0]',
- 'errors' => [
- 'regex_match' => 'Base Premium must be a valid positive or negative number.',
- 'differs' => 'Base Premium cannot be zero.'
- ]],
- 'tp_premium.*' => ['label' => 'TP Premium', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'TP Premium must be numeric.']],
- 'ter_premium.*' => ['label' => 'TEP Premium', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'TEP Premium must be numeric.']],
- 'co_premium.*' => ['label' => 'Co-Premium', 'rules' => 'permit_empty|decimal','errors'=> ['decimal' => 'Co-Premium must be numeric.']],
- 'co_tp_premium.*' => ['label' => 'Co-TP Premium', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Co-TP Premium must be numeric.']],
- 'co_ter_premium.*' => ['label' => 'Co-TEP Premium', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Co-TEP Premium must be numeric.']],
- 'cgst.*' => ['label' => 'CGST', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'CGST must be numeric.']],
- 'sgst.*' => ['label' => 'SGST', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'SGST must be numeric.']],
- 'igst.*' => ['label' => 'IGST', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'IGST must be numeric.']],
- 'gst_amount.*' => ['label' => 'GST Amount', 'rules' => 'permit_empty|decimal|greater_than[0]','errors' => [
- 'decimal' => 'GST Amount must be a valid numeric value.',
- 'greater_than' => 'GST Amount cannot be zero; please enter a value greater than 0.'
- ]],
- 'stamp_duty.*' => ['label' => 'Stamp Duty', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Stamp Duty must be numeric.']],
- 'total.*' => ['label' => 'Total', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Total must be a numeric value.']],
- 'agreed_bp.*' => ['label' => 'Agreed BP %', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Agreed BP % must be numeric.']],
- 'agreed_tp.*' => ['label' => 'Agreed TP %', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Agreed TP % must be numeric.']],
- 'agreed_ter.*' => ['label' => 'Agreed TEP %', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Agreed TEP % must be numeric.']],
- 'agreed_amount.*' => ['label' => 'Agreed Amount', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Agreed Amount must be numeric.']],
- 'actual_bp_amt.*' => ['label' => 'Actual BP Amount', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Actual BP Amount must be numeric.']],
- 'actual_tp_amt.*' => ['label' => 'Actual TP Amount', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Actual TP Amount must be numeric.']],
- 'actual_tep_amt.*' => ['label' => 'Actual TEP Amount', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Actual TEP Amount must be numeric.']],
- 'actual_bp_per.*' => ['label' => 'Actual BP %', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Actual BP % must be numeric.']],
- 'actual_tp_per.*' => ['label' => 'Actual TP %', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Actual TP % must be numeric.']],
- 'actual_tep_per.*' => ['label' => 'Actual TEP %', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'Actual TEP % must be numeric.']],
- 'actual_bp_brokerage_amt.*'=> ['label' => 'BP Remuneration', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'BP Remuneration must be numeric.']],
- 'actual_tp_brokerage_amt.*'=> ['label' => 'TP Remuneration', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'TP Remuneration must be numeric.']],
- 'actual_tep_brokerage_amt.*'=>['label' => 'TEP Remuneration', 'rules' => 'permit_empty|decimal','errors' => ['decimal' => 'TEP Remuneration must be numeric.']],
- 'exp_amt.*' => ['label' => 'Expected Amount', 'rules' => 'permit_empty|decimal','errors' => ['decimal'=> 'The Expected Amount field must contain a valid number.']]
+ // Finance/Management Specific Labels
+ 'actual_bp_amt.*' => [
+ 'label' => 'Actual BP Amount',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Actual BP Amount must be numeric.']
+ ],
+ 'actual_tp_amt.*' => [
+ 'label' => 'Actual TP Amount',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Actual TP Amount must be numeric.']
+ ],
+ 'actual_tep_amt.*' => [
+ 'label' => 'Actual TEP Amount',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Actual TEP Amount must be numeric.']
+ ],
+ 'actual_bp_per.*' => [
+ 'label' => 'Actual BP %',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Actual BP % must be numeric.']
+ ],
+ 'actual_tp_per.*' => [
+ 'label' => 'Actual TP %',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Actual TP % must be numeric.']
+ ],
+ 'actual_tep_per.*' => [
+ 'label' => 'Actual TEP %',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Actual TEP % must be numeric.']
+ ],
+ 'actual_bp_brokerage_amt.*' => [
+ 'label' => 'BP Remuneration',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'BP Remuneration must be numeric.']
+ ],
+ 'actual_tp_brokerage_amt.*' => [
+ 'label' => 'TP Remuneration',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'TP Remuneration must be numeric.']
+ ],
+ 'actual_tep_brokerage_amt.*' => [
+ 'label' => 'TEP Remuneration',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'TEP Remuneration must be numeric.']
+ ],
+ 'exp_amt.*' => [
+ 'label' => 'Expected Amount',
+ 'rules' => 'permit_empty|decimal',
+ 'errors' => ['decimal' => 'Expected Amount must be numeric.']
+ ],
+ 'co_share_type.*' => ['label' => 'Is Leader', 'rules' => 'permit_empty','errors' => []],
+ 'follower_policy_no.*' => ['label' => 'Follower Policy No', 'rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9 _-]+$/]','errors' => ['regex_match' => 'The {field} can only contain letters, numbers, spaces, dashes, and underscores.']],
+ 'co_share_id.*' => ['label' => 'Record ID', 'rules' => 'permit_empty','errors' => []],
+ 'doc_name.*' => [
+ 'label' => 'Policy Document Name',
+ 'rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9 _-]+$/]|min_length[2]|max_length[100]',
+ 'errors' => [
+ 'regex_match' => 'The {field} can only contain letters, numbers, spaces, dashes, and underscores.'
+ ]
+ ],
];
if (!$this->validate($rules)) {
@@ -1056,3007 +2644,1566 @@
]);
}
- $post_data = $post_data ? sanitizeInputArrayAdvanced($post_data) : [];
+ $data = $this->preparePolicyTransactionData();
- $this->myLogger->logme('error', 'Policy Trancaction form data : '. json_encode($post_data));
+ $id = (isset($data['id']) && !empty($data['id'])) ? $data['id'] : null;
- $id = $post_data['id'] ?? null;
- $data = $this->preparePolicyData();
- $data['cd_ac_pk'] = $post_data['cd_ac_no'];
- $data['issuer'] = 2;
- $data['status'] = 'completed';
- $this->myLogger->logme('error', 'Policy Trancaction modified form data ( insert data ) : '. json_encode($data));
+ $data['status'] = 'completed';
-
- if (!$id) {
- return $this->insertInceptionPolicy($data);
- } else {
- return $this->updateInceptionPolicy($id, $data);
- }
+ if (!$id) {
+ return $this->insertEndorsementTransaction($data);
+ } else {
+ return $this->updateEndorsementTransaction($id, $data);
}
- private function preparePolicyData()
- {
- $request_data = $this->request->getPost();
- $data = sanitizeInputArrayAdvanced($request_data);
+ }
- $file_data = $this->request->getFiles() ?? null;
- $data['file_data'] = $file_data ?? null;
+ private function preparePolicyTransactionData()
+ {
+ $request_post_data = $this->request->getPost();
+ $data = sanitizeInputArrayAdvanced($request_post_data);
+ // echo '';
+ // print_r($data);
+ // die;
- $vehicle_file_data = $this->request->getFiles() ?? null;
- $data['vehicle_file_data'] = $vehicle_file_data ?? null;
+ $file_data = $this->request->getFiles() ?? null;
+ $data['file_data'] = $file_data ?? null;
- // print_r($data); die;
-
- if (empty($data['policy_issue_date'])) {
- $data['policy_issue_date'] = null;
- }
-
- if (empty($data['policy_start_date'])) {
- $data['policy_start_date'] = null;
- }
-
- if (empty($data['policy_end_date'])) {
- $data['policy_end_date'] = null;
- }
-
- if (empty($data['renewal_date'])) {
- $data['renewal_date'] = null;
- }
-
- if (empty($data['rollover_date'])) {
- $data['rollover_date'] = null;
- }
-
- if (empty($data['last_action_date'])) {
- $data['last_action_date'] = null;
- } else {
- $data['last_action_date'] = change_date_format($data['last_action_date']);
- }
-
- // Separate Insurer and TPA Branch IDs and IDs
- if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
- list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
- if (isset($data['tpa']) && !empty($data['tpa'])) {
- list($data['tpa_branch_id'], $data['tpa_id']) = explode('-', $data['tpa']);
- }
- }
-
- $data['tsi'] = generate_tsi_code($data['issue_type']);
- $data['action_type'] = 'inception';
-
- if (!isset($data['co_share'])) {
- $data['co_share'] = 0;
- } elseif ($data['co_share']) {
- $data['co_share'] = 1;
- }
-
- // if (!isset($data['bro_payable_by'])) {
- // $data['bro_payable_by'] = 0;
- // } elseif ($data['bro_payable_by']) {
- // $data['bro_payable_by'] = 1;
- // }
-
- if (!isset($data['same_as_proposer'])) {
- $data['same_as_proposer'] = 0;
- } elseif ($data['same_as_proposer']) {
- $data['same_as_proposer'] = 1;
- }
-
- if (!isset($data['policy_with_corr'])) {
- $data['policy_with_corr'] = 0;
- } elseif ($data['policy_with_corr']) {
- $data['policy_with_corr'] = 1;
- }
-
- $data['is_cd_reduce_from_bds'] = ($data['policy_type_id'] > 7 && $data['client_type'] == 1) ? 1 : 0;
-
-
- if ($data['ct_type'] == "") {
- $data['ct_type'] = 1;
- }
-
- // $month = '01-'.(string)$this->request->getPost('month');
- // $data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month));
-
- // Determine $is_addon value
- $data['is_addon'] = in_array($data['policy_type_id'], [1, 2, 6, 7]) ? 1 : (in_array($data['policy_type_id'], [4, 5]) ? 2 : ($data['policy_type_id'] == 3 && isset($data['base_policy']) ? 3 : 1));
-
- // print_r($data); die;
-
- return $data;
+ if (!isset($data['policy_with_corr'])) {
+ $data['policy_with_corr'] = 0;
+ } elseif ($data['policy_with_corr']) {
+ $data['policy_with_corr'] = 1;
}
- private function insertInceptionPolicy($data)
- {
- // print_r($data); die;
-
- $insert = $this->policyTransactionModel->insert($data);
-
- if ($insert) {
-
- $this->insertTransactionStatus($insert, $data, 1);
- $emp_data = $this->processInsertIndividualMemberInEmpTable($data);
-
- if (isset($data['follow_insurer_id']) && !empty($data['follow_insurer_id'][0])) {
-
- $pt_co_share_details = $this->insertOrUpdateCoShareDetails($data, $insert);
-
- $client_policy_id = null;
- if ($data['ct_type'] == 2) {
- $client_policy_insert_data = $this->prepareClientPolicyInsertData($data);
- $client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
- $this->policyTransactionModel->update($insert, ['client_policy_id' => $client_policy_id]);
- $emp_policy_insert = $this->InsertIndividualEmpPolicyTable($emp_data, $client_policy_id);
- }
-
- if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
- $this->processCompletedStatus($data, $client_policy_id, $data['insurer_id'], $insert);
- }
- }
-
- // policy file upload
- if(isset($data['doc_name']) && isset($data['file_data']) && !empty($data['doc_name']) && !empty($data['file_data'])){
- $this->uploadFile($data['doc_name'], $data['file_data'], $insert);
- }
-
- // policy file upload
- if(
- isset($data['other_docs_name']) && isset($data['vehicle_file_data']) && isset($data['client_id']) && isset($data['vehicle_id']) &&
- !empty($data['other_docs_name']) && !empty($data['vehicle_file_data']) && !empty($data['client_id']) && !empty($data['vehicle_id'])
- )
- {
- $vdd = [
- 'other_docs_name' => $data['other_docs_name'],
- 'file_data' => $data['vehicle_file_data'],
- 'client_id' => $data['client_id'],
- 'vehicle_id' => $data['vehicle_id'],
- ];
- $clientController = new ClientController();
- $clientController->uploadVehicleFile($vdd);
- }
-
-
- $client_data = $this->clientModel->where('id', $data['client_id'])->first();
- $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
-
- $clientController = new ClientController();
- $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
- $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
- // $data['client_kyc_single_table'] = $clientController->generateKycSingleTable($data['client_id']);
- $data['entity_type_id'] = $client_data['entity_type_id'];
-
- return $this->respondSuccess($insert, "Policy transaction created successfully", $data);
- }
-
- return $this->respondError("Failed to create policy transaction");
- }
-
- private function updateInceptionPolicy($id, $data)
- {
- // print_r($data); die;
- $data['updated_by'] = get_session_userid();
- $old_pt_data = $this->policyTransactionModel->where('is_active', 1)->where("id", $id)->first();
- $old_pt_co_share_data = $this->PTCOShareDetailsModel->where('is_active', 1)->where("id", $id)->first();
- if ($this->policyTransactionModel->update($id, $data)) {
-
- $this->insertTransactionStatus($id, $data, 1);
- $emp_data = $this->processInsertIndividualMemberInEmpTable($data);
-
- if (isset($data['follow_insurer_id']) && !empty($data['follow_insurer_id'][0])) {
-
- $this->insertOrUpdateCoShareDetails($data, $id);
-
- if ($data['ct_type'] == 1) {
- $this->policyTransactionModel->update($id, ['client_policy_id' => $data['client_policy_id']]);
- }
-
- if (empty($data['client_policy_id']) || $data['client_policy_id'] == 0) {
-
- if ($data['ct_type'] == 2) {
- $client_policy_insert_data = $this->prepareClientPolicyInsertData($data);
- $client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
- $this->policyTransactionModel->update($id, ['client_policy_id' => $client_policy_id]);
- $this->InsertIndividualEmpPolicyTable($emp_data, $client_policy_id);
- }
- } else {
- if (isset($data['emp_policy_id']) && !empty($data['emp_policy_id'][0])) {
- $this->InsertIndividualEmpPolicyTable($emp_data, $data['client_policy_id']);
- }
- }
-
- // if($old_pt_data['status'] != "completed"){
- // if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
- // if ($data['client_type'] == 1 && $data['is_cd_reduce_from_bds'] == 1) {
- // $this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id'], $id);
- // }
- // }
- // }
-
- $data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
- }
-
- if(isset($data['cd_amt_changed']) && !empty($data['cd_amt_changed'])){
- $policy_data = $this->policyTransactionModel->where('is_active', 1)->where('id', $id)->first();
- $this->cdCorrection($policy_data, $data['cd_amt_changed'], $id);
- }
-
- $client_data = $this->clientModel->where('id', $data['client_id'])->first();
- $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
-
- $clientController = new ClientController();
- $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
- $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
- // $data['client_kyc_single_table'] = $clientController->generateKycSingleTable($data['client_id']);
-
- $data['entity_type_id'] = $client_data['entity_type_id'];
-
- return $this->respondSuccess($id, "Policy transaction updated successfully", $data);
- }
-
- return $this->respondError("Failed to update policy transaction");
- }
-
- private function insertOrUpdateCoShareDetails($data, $pt_id)
- {
- // Prepare data for insertion and updating
- $coShareDetails = [];
- if (isset($data['co_share_id']) && !empty($data['co_share_id'])) {
- $this->removePtCoShareRecords($data['co_share_id'], $pt_id);
- }
-
- if (isset($data['follow_insurer_id'])) {
-
- foreach ($data['follow_insurer_id'] as $index => $insurer) {
-
- // Separate the insurer and insurer branch
- if (isset($insurer) && !empty($insurer)) {
- list($insurer_branch_id, $insurer_id) = explode('-', $insurer);
- } else {
- $insurer_branch_id = null;
- $insurer_id = null;
- }
-
- if ($data['bro_payable_by'] == 1) {
- $cop_amt = isset($data['co_premium'][$index]) && ($data['co_premium'][$index] != "0.00" && !empty($data['co_premium'][$index])) ? $data['co_premium'][$index] : ($data['base_premium'][$index] ?? 0);
- // print_r($cop_amt);die();
- } else {
- $cop_amt = $data['co_premium'][$index] ?? 0;
- }
-
- if(isset($data['calc_policy_issue_date'][$index])){
- $data['calc_policy_issue_date'][$index] = change_date_format($data['calc_policy_issue_date'][$index]);
- }
-
- $co_share_type_value = (($data['co_share'] ?? 0) == 1) ? ($data['co_share_type'][$index] ?? 1) : 1;
-
- // Prepare each co-share detail entry
- $coShareDetails[] = [
- 'pt_id' => $pt_id,
- 'insurer_id' => $insurer_id ?? 0,
- 'insurer_branch_id' => $insurer_branch_id ?? 0,
- 'co_share_type' => $co_share_type_value,
- 'co_share_per' => $data['co_share_per'][$index] ?? 0,
- 'bp_amt' => $data['base_premium'][$index] ?? 0,
- 'bp_gst_amt' => $data['gst_amount'][$index] ?? 0,
- 'bp_igst' => $data['igst'][$index] ?? 0,
- 'bp_sgst' => $data['sgst'][$index] ?? 0,
- 'bp_cgst' => $data['cgst'][$index] ?? 0,
- 'tp_amt' => $data['tp_premium'][$index] ?? 0,
- 'tep_amt' => $data['ter_premium'][$index] ?? 0,
- 'cotp_amt' => $data['co_tp_premium'][$index] ?? 0,
- 'cotep_amt' => $data['co_ter_premium'][$index] ?? 0,
- 'agreed_amt' => $data['agreed_amount'][$index] ?? 0,
- 'agreed_bp_per' => $data['agreed_bp'][$index] ?? 0,
- 'agreed_tp_per' => $data['agreed_tp'][$index] ?? 0,
- 'agreed_tep_per' => $data['agreed_ter'][$index] ?? 0,
- 'standerd_bp_per' => $data['standard_bp'][$index] ?? 0,
- 'standerd_tp_per' => $data['standard_tp'][$index] ?? 0,
- 'standerd_tep_per' => $data['standard_ter'][$index] ?? 0,
- 'actual_bp_amt' => $data['actual_bp_amt'][$index] ?? 0,
- 'actual_tp_amt' => $data['actual_tp_amt'][$index] ?? 0,
- 'actual_tep_amt' => $data['actual_tep_amt'][$index] ?? 0,
- 'actual_bp_per' => $data['actual_bp_per'][$index] ?? 0,
- 'actual_tp_per' => $data['actual_tp_per'][$index] ?? 0,
- 'actual_tep_per' => $data['actual_tep_per'][$index] ?? 0,
- 'actual_bp_brokerage_amt' => $data['actual_bp_brokerage_amt'][$index] ?? 0,
- 'actual_tp_brokerage_amt' => $data['actual_tp_brokerage_amt'][$index] ?? 0,
- 'actual_tep_brokerage_amt' => $data['actual_tep_brokerage_amt'][$index] ?? 0,
- 'exp_amt' => isset($data['exp_amt'][$index]) && !empty($data['exp_amt'][$index]) ? $data['exp_amt'][$index] : expected_amount_calc($data, $index),
- 'amount' => $data['total'][$index] ?? 0,
- 'stamp_duty' => $data['stamp_duty'][$index] ?? 0,
- 'cop_amt' => $cop_amt,
- 'variance' => $data['variance'][$index] ?? 0,
- 'reward' => $data['reward'][$index] ?? null,
- '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,
- 'non_comm_per_amt' => $data['non_comm_per_amt'][$index] ?? null,
- 'pt_policy_issue_date' => $data['calc_policy_issue_date'][$index] ?? null,
- ];
- }
-
- // print_r($pt_id);
- // print_r($coShareDetails);
- // die;
-
- // Separate data into insert and update batches
- $insertData = array_filter($coShareDetails, function ($detail) {
- return empty($detail['id']); // Only insert new records
- });
-
- $updateData = array_filter($coShareDetails, function ($detail) {
- return !empty($detail['id']); // Only update existing records
- });
-
- // Insert new records
- if (!empty($insertData)) {
- $this->PTCOShareDetailsModel->insertBatch($insertData);
- }
-
- // Update existing records
- if (!empty($updateData)) {
- $this->PTCOShareDetailsModel->updateBatch($updateData, 'id'); // Assuming 'id' is the unique identifier
- }
-
- // print_r($this->PTCOShareDetailsModel->getLastQuery()); die;
- // print_r($coShareDetails);
- // die;
-
- return true;
- }
-
- // print_r($data);
- // die;
- }
-
- private function prepareClientPolicyInsertData($data)
- {
- return [
- 'client_id' => $data['client_id'] ?? null,
- 'insurer_id' => $data['insurer_id'] ?? null,
- 'insurer_branch_id' => $data['insurer_branch_id'] ?? null,
- 'tpa_id' => $data['tpa_id'] ?? null,
- 'tpa_branch_id' => $data['tpa_branch_id'] ?? null,
- 'policy_type_id' => $data['policy_type_id'] ?? null,
- 'policy_start_date' => $data['policy_start_date'] ?? null,
- 'policy_end_date' => $data['policy_end_date'] ?? null,
- 'policy_status' => 1,
- 'is_addon' => $data['is_addon'] ?? null,
- 'base_policy' => $data['base_policy'] ?? 0,
- 'created_by' => get_session_userid(),
- 'policy_no' => $data['policy_no'] ?? null,
- 'client_branch_id' => $data['client_branch_id'] ?? 0,
- 'cd_ac_pk' => $data['cd_ac_no'] ?? null,
- 'gst' => 18,
- 'policy_entry_from' => 2,
- ];
- }
-
- private function insertTransactionStatus($policyTranId, $data, $statusType)
- {
- $statusData = [
- 'policy_tran_id' => $policyTranId,
- 'status' => $data['status'],
- 'last_action_date' => $data['last_action_date'],
- 'status_type' => $statusType,
- 'created_by' => get_session_userid(),
- ];
- $this->policyTransactionStatusModel->insert($statusData);
- }
-
- private function processCompletedStatus($data, $client_policy_id, $insurer_id, $policyTranId)
- {
- $totalAmount = (int)$data['total'][0] ?? 0;
- $description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited for the ' . $data['emp_count'] . ' employees at Inception (BDS).';
-
- $cdTransactionData = [
- 'amount' => $totalAmount,
- 'sub_type_id' => 4,
- 'client_id' => $data['client_id'],
- 'client_policy_id' => $client_policy_id ?? 0,
- 'endorsement_no' => null,
- 'cd_ac_no' => $data['cd_ac_no'] ?? null,
- 'insurer_id' => $insurer_id,
- 'description' => $description,
- 'transaction_type' => 'Debit',
- 'updated_by' => get_session_userid(),
- 'event_name' => 'inception',
- 'is_active' => 1,
- 'cd_ac_pk' => $data['cd_ac_pk'],
- 'pt_id' => $policyTranId ?? null,
- ];
-
- $result = DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
-
- if(isset($result) && $result['success'] == true){
- $update_data['ct_tran_id'] = $result['insert_id'];
- $this->policyTransactionModel->where('id', $policyTranId)->set($update_data)->update();
- }
- }
-
- private function cdCorrection($data, $amt, $policyTranId)
- {
- $totalAmount = (int)($amt ?? 0);
- $description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited towards the difference arising from the change in the BDS base premium.';
-
- $cdTransactionData = [
- 'amount' => abs($totalAmount),
- 'sub_type_id' => 4,
- 'client_id' => $data['client_id'],
- 'client_policy_id' => $data['client_policy_id'] ?? 0,
- 'endorsement_no' => null,
- 'cd_ac_no' => $data['cd_ac_no'] ?? null,
- 'insurer_id' => $data['insurer_id'],
- 'description' => $description,
- 'transaction_type' => $totalAmount < 0 ? 'Credit' : 'Debit',
- 'updated_by' => get_session_userid(),
- 'event_name' => 'inception',
- 'is_active' => 1,
- 'cd_ac_pk' => $data['cd_ac_pk'],
- 'pt_id' => $policyTranId ?? null,
- ];
-
- DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
- }
-
- private function processInsertIndividualMemberInEmpTable($data)
- {
- // print_r($data);
- if (isset($data['family_name']) && !empty($data['family_name'])) {
-
- $emp_data = [];
- $emp_ids = [];
- $random_code = generateRandomCode(); // Generate random code once
-
- foreach ($data['family_name'] as $index => $val) {
-
- // Determine the gender based on the relationship
- $relationship = $data['relationship'][$index] ?? '';
- $gender = 'M'; // Default to Male
-
- // Set gender based on relationship
- if (in_array($relationship, ['Mother', 'Daughter', 'Mother in law', 'Spouse'])) {
- $gender = 'F';
- }
-
- $emp_data[] = [
- 'client_id' => $data['client_id'] ?? 0,
- 'client_branch_id' => $data['client_branch_id'] ?? 0,
- 'name' => $val,
- 'relationship' => $relationship,
- 'gender' => $gender,
- 'emp_status' => 'active',
- 'created_by' => get_session_userid(),
- 'emp_code' => $random_code, // Use the same random code for all
- 'id' => $data['emp_id'][$index] ?? null
- ];
-
- $emp_ids[] = $data['emp_id'][$index] ?? 0;
- }
-
-
- // print_r($emp_data); die;
-
- // Separate data into insert and update batches
- $insertData = array_filter($emp_data, function ($detail) {
- return empty($detail['id']); // Only insert new records
- });
-
- $updateData = array_filter($emp_data, function ($detail) {
- return !empty($detail['id']); // Only update existing records
- });
-
- // Insert new records
- if (!empty($insertData)) {
- $this->employeeModel->insertBatch($insertData);
- }
-
- // Update existing records
- if (!empty($updateData)) {
- $this->employeeModel->updateBatch($updateData, 'id'); // Assuming 'id' is the unique identifier
- }
-
- return $emp_ids;
- }
- }
-
- private function InsertIndividualEmpPolicyTable($emp_ids, $client_policy_id)
- {
- if (!empty($emp_ids)) {
-
- $emp_policy_data = [];
-
- foreach ($emp_ids as $index => $emp_id) {
-
- $emp_policy_data[] = [
- 'employee_id' => $emp_id ?? 0,
- 'client_policy_id' => $client_policy_id ?? 0,
- 'created_by' => get_session_userid(),
- 'status' => 'active',
- ];
- }
-
- // print_r($emp_policy_data); die;
-
- // Insert new records
- if (!empty($emp_policy_data)) {
- $this->employeePolicyModel->insertBatch($emp_policy_data);
- }
-
-
- return true;
- }
- }
-
- private function respondSuccess($id, $message, $data)
- {
- return $this->respond(['status' => true, 'pt_id' => $id, 'message' => $message, 'data' => $data], 200);
- }
-
- private function respondError($message)
- {
- return $this->respond(['status' => false, 'message' => $message], 200);
- }
- // policy Transaction Create function End
-
- // Get the Single Inception Tranction data for edit
- public function getInceptionDataForEdit($id)
- {
- $data = $this->policyTransactionModel
- ->select('
- policy_transaction.*,
- clients.short_name as client_short_name,
- clients.client_type,
- clients.entity_type_id,
- policy_type.policy_type,
- client_policy.tpa_id as master_tpa_id,
- client_policy.tpa_branch_id as master_tpa_branch_id,
- client_policy.policy_type_id as master_policy_type_id,
- client_policy.is_addon,
- client_policy.base_policy,
- (
- select last_action_date
- from policy_transaction_status
- where policy_tran_id = policy_transaction.id
- and status = policy_transaction.status
- order by id desc
- limit 1
-
- ) as last_action_date
- ')
- ->join('clients', 'clients.id = policy_transaction.client_id')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
- ->where('policy_transaction.id', $id)
- ->where('policy_transaction.is_active', 1)
- ->first();
-
- $data['created_at'] = (isset($data['created_at']) && $data['created_at'] !== null && $data['created_at'] !== '')
- ? date('d/m/Y h:i:s A', strtotime($data['created_at']))
- : null;
-
- $data['updated_at'] = (isset($data['updated_at']) && $data['updated_at'] !== null && $data['updated_at'] !== '')
- ? date('d/m/Y h:i:s A', strtotime($data['updated_at']))
- : null;
-
-
- if (!empty($data['policy_issue_date'])) {
- $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['policy_start_date'])) {
- $data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['policy_end_date'])) {
- $data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['renewal_date'])) {
- $data['renewal_date'] = change_date_format($data['renewal_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['rollover_date'])) {
- $data['rollover_date'] = change_date_format($data['rollover_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['endorse_eff_date'])) {
- $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['last_action_date'])) {
- $data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['month'])) {
- $data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
- } else {
- $data['month'] = null;
- }
-
- // print_r($data); die;
-
- $data['renewal_policy'] = $this->clientPolicyModel
- ->select('client_policy.*, policy_type.policy_type')
- ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
- ->where('client_policy.client_id', $data['client_id'])
- ->where('client_policy.client_branch_id', $data['client_branch_id'])
- ->where('client_policy.is_active', 1)
- ->findAll();
-
- $data['base_policy_data'] = $this->clientPolicyModel
- ->select('client_policy.*, policy_type.policy_type')
- ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
- ->where('client_policy.client_id', $data['client_id'])
- ->where('client_policy.client_branch_id', $data['client_branch_id'])
- ->whereIn('client_policy.policy_type_id', [2, 3])
- ->where('client_policy.is_active', 1)
- ->findAll();
-
- $pt_bp_amt = $this->PTCOShareDetailsModel
- ->select('bp_amt, amount')
- ->where('pt_id', $id)
- ->where('co_share_type', 1)
- ->where('is_active', 1)
- ->first();
-
- // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
- $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
-
-
- $ptFileQuery = $this->PTFileModel
- ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
- ->where('pt_files.pt_id', $id)
- ->where('pt_files.is_active', 1);
-
- if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
-
- if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
- $ptFileQuery->where('pt_files.created_by', get_session_userid());
- }
- }
-
- $data['pt_files'] = $ptFileQuery->findAll();
-
-
-
- $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
- ->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,
-
- (
- SELECT
- SUM(actual_bp_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_amount,
-
- (
- SELECT
- SUM(actual_tp_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_amount,
-
- (
- SELECT
- SUM(actual_tep_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_amount,
-
- (
- SELECT
- SUM(actual_bp_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_percentage,
-
- (
- SELECT
- SUM(actual_tp_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_percentage,
-
- (
- SELECT
- SUM(actual_tep_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_percentage,
-
-
- (
- SELECT
- SUM(actual_bp_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_brokerage_amount,
-
-
- (
- SELECT
- SUM(actual_tp_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_brokerage_amount,
-
-
- (
- SELECT
- SUM(actual_tep_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_brokerage_amount,
-
- DATE_FORMAT(pt_policy_issue_date, '%d/%m/%Y') AS pt_policy_issue_date
-
- ")
- ->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')
- ->where('employees.client_id', $data['client_id'])
- ->where('employees.is_active', 1)->findAll();
- // $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
-
- $clientController = new ClientController();
- $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
- $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
- $data['client_kyc_single_table'] = $clientController->generateKycSingleTable($data['client_id']);
- $data['client_kyc_dd_data'] = $clientController->fetch_dropdown($data['client_id']);
-
- $data['vehicle_docs'] = $this->clientKYCDocsModel
- ->where('client_id', $data['client_id'])
- ->where('vehicle_id', $data['vehicle_id'])
- ->findAll();
-
- // print_r( $data['pt_co_share_details']); die;
- // return $data;
- if ($data) {
- return $this->respond(['status' => true, 'data' => $data], 200);
- } else {
- return $this->respond(['status' => false], 200);
- }
- }
-
- // Get the Single Inception Tranction data for edit
- public function getInceptionDataForEdit2($id)
- {
- $data = $this->policyTransactionModel
- ->select('
- policy_transaction.*,
- clients.short_name as client_short_name,
- clients.client_type,
- clients.entity_type_id,
- policy_type.policy_type,
- client_policy.tpa_id as master_tpa_id,
- client_policy.tpa_branch_id as master_tpa_branch_id,
- client_policy.policy_type_id as master_policy_type_id,
- client_policy.is_addon,
- client_policy.base_policy,
- (
- select last_action_date
- from policy_transaction_status
- where policy_tran_id = policy_transaction.id
- and status = policy_transaction.status
- order by id desc
- limit 1
-
- ) as last_action_date
- ')
- ->join('clients', 'clients.id = policy_transaction.client_id')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
- ->where('policy_transaction.id', $id)
- ->where('policy_transaction.is_active', 1)
- ->first();
-
- $data['created_at'] = (isset($data['created_at']) && $data['created_at'] !== null && $data['created_at'] !== '')
- ? date('d/m/Y h:i:s A', strtotime($data['created_at']))
- : null;
-
- $data['updated_at'] = (isset($data['updated_at']) && $data['updated_at'] !== null && $data['updated_at'] !== '')
- ? date('d/m/Y h:i:s A', strtotime($data['updated_at']))
- : null;
-
-
- if (!empty($data['policy_issue_date'])) {
- $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['policy_start_date'])) {
- $data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['policy_end_date'])) {
- $data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['renewal_date'])) {
- $data['renewal_date'] = change_date_format($data['renewal_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['rollover_date'])) {
- $data['rollover_date'] = change_date_format($data['rollover_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['endorse_eff_date'])) {
- $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['last_action_date'])) {
- $data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['month'])) {
- $data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
- } else {
- $data['month'] = null;
- }
-
- // print_r($data); die;
-
- $data['renewal_policy'] = $this->clientPolicyModel
- ->select('client_policy.*, policy_type.policy_type')
- ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
- ->where('client_policy.client_id', $data['client_id'])
- ->where('client_policy.client_branch_id', $data['client_branch_id'])
- ->where('client_policy.is_active', 1)
- ->findAll();
-
- $data['base_policy_data'] = $this->clientPolicyModel
- ->select('client_policy.*, policy_type.policy_type')
- ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
- ->where('client_policy.client_id', $data['client_id'])
- ->where('client_policy.client_branch_id', $data['client_branch_id'])
- ->whereIn('client_policy.policy_type_id', [2, 3])
- ->where('client_policy.is_active', 1)
- ->findAll();
-
- $pt_bp_amt = $this->PTCOShareDetailsModel
- ->select('bp_amt, amount')
- ->where('pt_id', $id)
- ->where('co_share_type', 1)
- ->where('is_active', 1)
- ->first();
-
- // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
- $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
-
-
- $ptFileQuery = $this->PTFileModel
- ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
- ->where('pt_files.pt_id', $id)
- ->where('pt_files.is_active', 1);
-
- if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
-
- if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
- $ptFileQuery->where('pt_files.created_by', get_session_userid());
- }
- }
-
- $data['pt_files'] = $ptFileQuery->findAll();
-
-
-
- $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
- ->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,
-
- (
- SELECT
- SUM(actual_bp_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_amount,
-
- (
- SELECT
- SUM(actual_tp_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_amount,
-
- (
- SELECT
- SUM(actual_tep_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_amount,
-
- (
- SELECT
- SUM(actual_bp_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_percentage,
-
- (
- SELECT
- SUM(actual_tp_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_percentage,
-
- (
- SELECT
- SUM(actual_tep_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_percentage,
-
-
- (
- SELECT
- SUM(actual_bp_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_brokerage_amount,
-
-
- (
- SELECT
- SUM(actual_tp_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_brokerage_amount,
-
-
- (
- SELECT
- SUM(actual_tep_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_brokerage_amount,
-
- DATE_FORMAT(pt_policy_issue_date, '%d/%m/%Y') AS pt_policy_issue_date
-
- ")
- ->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')
- ->where('employees.client_id', $data['client_id'])
- ->where('employees.is_active', 1)->findAll();
- // $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
-
- $clientController = new ClientController();
- $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
- $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
- $data['client_kyc_single_table'] = $clientController->generateKycSingleTable($data['client_id']);
- $data['client_kyc_dd_data'] = $clientController->fetch_dropdown($data['client_id']);
-
- $data['vehicle_docs'] = $this->clientKYCDocsModel
- ->where('client_id', $data['client_id'])
- ->where('vehicle_id', $data['vehicle_id'])
- ->findAll();
-
- // print_r( $data['pt_co_share_details']); die;
- // return $data;
- if ($data) {
- return $this->respond(['status' => true, 'data' => $data], 200);
- } else {
- return $this->respond(['status' => false], 200);
- }
- }
-
- public function removePolicyTransaction($id, $type = 0)
- {
- if ($id) {
- $data['is_active'] = 0;
- $data['updated_by'] = get_session_userid();
- $policy_transaction_data = $this->policyTransactionModel->where('id', $id)->first();
- if($policy_transaction_data['policy_type_id'] > 7 && $type == 0){
-
- $this->policyTransactionModel->where('id', $id)->set($data)->update();
- $this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
- $this->clientPolicyModel->where('id', $policy_transaction_data['client_policy_id'])->set($data)->update();
- $this->policyTransactionModel->where('client_policy_id', $policy_transaction_data['client_policy_id'])->set($data)->update();
-
- $cd_transaction_model = new ClientDepositModel();
- $cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
-
- }else{
- $this->policyTransactionModel->where('id', $id)->set($data)->update();
- $this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
-
- $cd_transaction_model = new ClientDepositModel();
- $cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
-
- }
- return $this->respond(['status' => true, 'code' => 200, 'message' => 'Policy Transaction removed successfully'], 200);
- } else {
-
- return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to remove policy transaction'], 200);
- }
- }
-
- //function for soft delete for pt_co_share_details records
- public function removePtCoShareRecords($primaryKeys, $pt_id)
- {
- if (empty($primaryKeys)) {
- return false;
- }
-
- // Convert array to a comma-separated string of placeholders for query binding
- $placeholders = implode(',', array_fill(0, count($primaryKeys), '?'));
-
- // Prepare the query with proper binding
- $sql = "UPDATE pt_co_share_details SET is_active = 0 WHERE pt_id = ? AND id NOT IN ($placeholders)";
-
- // Merge pt_id with primary keys for binding
- $params = array_merge([$pt_id], $primaryKeys);
-
- // Execute the query with bound parameters
- return db_connect()->query($sql, $params);
- }
-
-
- //------------------------------------------------------------------------------------------------
-
- // Policy Transaction Endorsement
- public function viewEndorsement()
- {
- // echo '';
- // !dd($this->getEndorsementDataForEdit(17));
- $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
- $data['tab_name'] = 'Endorsement';
- $data['page_name'] = 'Endorsement';
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
- $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
-
- $data['policy_status'] = [
- 'under_process' => 'Under Process',
- 'client_pending' => 'Client Pending',
- 'insurer_pending' => 'Insurer Pending',
- 'co_insurer_pending' => 'Co-Insurer Pending',
- 'tpa_pending' => 'TPA Pending',
- 'validated' => 'Validated',
- 'cancelled' => 'Cancelled',
- 'instalment_pending' => 'Instalment Pending',
- 'completed' => 'Completed',
- ];
-
- $data['invoice_status'] = [
- 'yet_to_generate' => 'Pending',
- 'generated' => 'Generated',
- 'send' => 'Sent',
- 'recived' => 'Payment Received',
- ];
-
- $data['action_type'] = [
- 'addition' => 'Addition',
- 'deletion' => 'Deletion',
- 'addition_deletion' => 'Addition & Deletion',
- 'si_enhancement' => 'SI Enhancement',
- 'combo_a_d_si' => 'Combo A, D & SI',
- 'correction' => 'Correction',
- 'baby_addition' => 'Baby Addition',
- 'policy_instalment' => 'Policy Instalment',
- 'addition_inception' => 'Addition-Inception',
- 'bds_correction' => 'BDS Correction',
- 'policy_correction' => 'Policy Correction',
- 'policy_cancellation' => 'Policy Cancellation',
- ];
-
- $data['date_type'] = [
- 'policy_issue_date' => 'Policy Issue Date',
- 'policy_start_date' => 'Policy Start Date',
- 'policy_end_date' => 'Policy End Date',
- ];
-
- //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');
- $status = $this->request->getGet('status');
-
- $start_date = (!isset($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;
- $status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;
-
- if($bds_edit_pt_id == null){
- $data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
- }else{
- $data['endorsement_data_list'] = [];
- }
- $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
- $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
-
- $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
- // $data['tpa'] = $this->tpaModel->where('is_active', 1)->findAll();
- $data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
- $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
- list($policyList, $policyListByClient) = $this->getPolicyForEndorsment();
-
- $data['endorsementPolicies'] = $policyList;
- $data['endorsementPolicyListByClient'] = $policyListByClient;
-
- // dd($data);
- // print_r($data['endorsementPolicies']);die();
-
- $this->loadLayout('policy_transaction_endorsement_list', $data);
- }
-
- public function viewEndorsement2()
- {
- // echo '';
- // !dd($this->getEndorsementDataForEdit(17));
- $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
- $data['tab_name'] = 'Endorsements';
- $data['page_name'] = 'Endorsements';
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
- $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
-
- $data['policy_status'] = [
- 'under_process' => 'Under Process',
- 'client_pending' => 'Client Pending',
- 'insurer_pending' => 'Insurer Pending',
- 'co_insurer_pending' => 'Co-Insurer Pending',
- 'tpa_pending' => 'TPA Pending',
- 'validated' => 'Validated',
- 'cancelled' => 'Cancelled',
- 'instalment_pending' => 'Instalment Pending',
- 'completed' => 'Completed',
- ];
-
- $data['invoice_status'] = [
- 'yet_to_generate' => 'Pending',
- 'generated' => 'Generated',
- 'send' => 'Sent',
- 'recived' => 'Payment Received',
- ];
-
- $data['action_type'] = [
- 'addition' => 'Addition',
- 'deletion' => 'Deletion',
- 'addition_deletion' => 'Addition & Deletion',
- 'si_enhancement' => 'SI Enhancement',
- 'combo_a_d_si' => 'Combo A, D & SI',
- 'correction' => 'Correction',
- 'baby_addition' => 'Baby Addition',
- 'policy_instalment' => 'Policy Instalment',
- 'addition_inception' => 'Addition-Inception',
- 'bds_correction' => 'BDS Correction',
- 'policy_correction' => 'Policy Correction',
- 'policy_cancellation' => 'Policy Cancellation',
- ];
-
- $data['date_type'] = [
- 'policy_issue_date' => 'Policy Issue Date',
- 'policy_start_date' => 'Policy Start Date',
- 'policy_end_date' => 'Policy End Date',
- ];
-
- //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');
- $status = $this->request->getGet('status');
-
- $start_date = (!isset($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;
- $status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;
-
- if($bds_edit_pt_id == null){
- $data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
- }else{
- $data['endorsement_data_list'] = [];
- }
- $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
- $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
-
- $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
- // $data['tpa'] = $this->tpaModel->where('is_active', 1)->findAll();
- $data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
- $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
- list($policyList, $policyListByClient) = $this->getPolicyForEndorsment();
-
- $data['endorsementPolicies'] = $policyList;
- $data['endorsementPolicyListByClient'] = $policyListByClient;
-
- // dd($data);
- // print_r($data['endorsementPolicies']);die();
-
- $this->loadLayout('policy_transaction_endorsement_list_2', $data);
- }
-
- public function createEndorsementPolicy()
- {
- // $id = $this->request->getPost('id');
- $rules = [
- // ==========================================
- // 1. CLIENT SECTION
- // ==========================================
- 'client_id' => [
- 'label' => 'Client',
- 'rules' => 'required',
- 'errors' => ['required' => 'Client selection is mandatory.']
- ],
- 'client_policy_id' => [
- 'label' => 'Policy',
- 'rules' => 'required',
- 'errors' => ['required' => 'Please select the policy to endorse.']
- ],
- 'client_type' => ['rules' => 'permit_empty','errors' => []],
- 'client_branch_id' => ['rules' => 'permit_empty','errors' => []],
-
- // ==========================================
- // 2. ENDORSEMENT SECTION
- // ==========================================
- 'action_type' => [
- 'label' => 'Endorsement Type',
- 'rules' => 'required',
- 'errors' => ['required' => 'Select an Endorsement Type.']
- ],
- 'endorsement_no' => ['label' => 'Endorsement No','rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9\/_-]+$/]',
- 'errors' => [ 'regex_match' => 'Endorsement No can only contain letters, numbers, and symbols like / - or _' ]],
- 'data_received_date' => [
- 'label' => 'Data Received Date',
- 'rules' => 'required|valid_date[d/m/Y]',
- 'errors' => ['required' => 'Data Received Date is required.', 'valid_date' => 'Please provide a valid Data Received Date.']
- ],
- 'policy_issue_date' => [
- 'label' => 'Endorsement Issue Date',
- 'rules' => 'required|valid_date[d/m/Y]',
- 'errors' => ['required' => 'Endorsement Issue Date is required.', 'valid_date' => 'Please provide a valid Endorsement Issue Date.']
- ],
- // ==========================================
- // ENDORSEMENT SECTION
- // ==========================================
- 'month' => [
- 'label' => 'Endorsement Issue Month',
- 'rules' => 'required',
- 'errors' => ['required' => 'Endorsement Issue Month (MM/YYYY) is required.']
- ],
- 'endorse_eff_date' => [
- 'label' => 'Endorsement Effective Date',
- 'rules' => 'permit_empty|valid_date[d/m/Y]',
- 'errors' => ['valid_date' => 'Please provide a valid Endorsement Effective Date.']
- ],
- 'emp_count' => [
- 'label' => 'No of Insured',
- 'rules' => 'permit_empty|numeric',
- 'errors' => ['numeric' => 'No of Insured must be a number.']
- ],
- 'dependent_count' => [
- 'label' => 'No of Dependents',
- 'rules' => 'permit_empty|numeric',
- 'errors' => ['numeric' => 'No of Dependents must be a number.']
- ],
- 'last_action_date' => [
- 'label' => 'Latest Action Date',
- 'rules' => 'permit_empty|valid_date[d/m/Y]',
- 'errors' => ['valid_date' => 'Please provide a valid Latest Action Date.']
- ],
- 'install_due_date' => [
- 'label' => 'Installment Due Date',
- 'rules' => 'permit_empty|valid_date[d/m/Y]',
- 'errors' => ['valid_date' => 'Please provide a valid Installment Due Date.']
- ],
-
- // ==========================================
- // PREMIUM DETAILS (ARRAY FIELDS .*)
- // ==========================================
- 'follow_insurer_id.*' => [
- 'label' => 'Insurer',
- 'rules' => 'required',
- 'errors' => ['required' => 'Please select an Insurer.']
- ],
- 'calc_policy_issue_date.*' => [
- 'label' => 'Premium Endorsement Issue Date',
- 'rules' => 'required',
- 'errors' => ['required' => 'Endorsement Issue Date is required.']
- ],
- 'co_share_per.*' => [
- 'label' => 'Co-Share %',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Co-Share % must be a valid decimal.']
- ],
- 'base_premium.*' => [
- 'label' => 'Base Premium',
- 'rules' => 'permit_empty|regex_match[/^-?\d+(\.\d+)?$/]|differs[0]',
- 'errors' => [
- 'regex_match' => 'Base Premium must be a valid positive or negative number.',
- 'differs' => 'Base Premium cannot be zero.'
- ]
- ],
- 'total.*' => [
- 'label' => 'Total Premium',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Total Premium must be a valid amount.'],
- ],
-
- // Decimal validation with Labels
- 'non_comm_per_amt.*' => [
- 'label' => 'Non-Comm Premium',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Non-Comm Premium must be numeric.']
- ],
- 'tp_premium.*' => [
- 'label' => 'TP Premium',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'TP Premium must be numeric.']
- ],
- 'ter_premium.*' => [
- 'label' => 'TEP Premium',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'TEP Premium must be numeric.']
- ],
- 'co_premium.*' => [
- 'label' => 'Co-Premium',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Co-Premium must be numeric.']
- ],
- 'co_tp_premium.*' => [
- 'label' => 'Co-TP Premium',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Co-TP Premium must be numeric.']
- ],
- 'co_ter_premium.*' => [
- 'label' => 'Co-TEP Premium',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Co-TEP Premium must be numeric.']
- ],
- 'cgst.*' => [
- 'label' => 'CGST',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'CGST must be numeric.']
- ],
- 'sgst.*' => [
- 'label' => 'SGST',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'SGST must be numeric.']
- ],
- 'igst.*' => [
- 'label' => 'IGST',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'IGST must be numeric.']
- ],
- 'gst_amount.*' => [
- 'label' => 'GST Amount',
- 'rules' => 'permit_empty|decimal|greater_than[0]',
- 'errors' => ['decimal' => 'GST Amount must be numeric.','greater_than' => 'GST Amount cannot be zero; please enter a value greater than 0.']
- ],
- 'stamp_duty.*' => [
- 'label' => 'Stamp Duty',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Stamp Duty must be numeric.']
- ],
- 'agreed_bp.*' => [
- 'label' => 'Agreed BP %',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Agreed BP % must be numeric.']
- ],
- 'agreed_tp.*' => [
- 'label' => 'Agreed TP %',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Agreed TP % must be numeric.']
- ],
- 'agreed_ter.*' => [
- 'label' => 'Agreed TEP %',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Agreed TEP % must be numeric.']
- ],
- 'agreed_amount.*' => [
- 'label' => 'Agreed Amount',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Agreed Amount must be numeric.']
- ],
-
- // Finance/Management Specific Labels
- 'actual_bp_amt.*' => [
- 'label' => 'Actual BP Amount',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Actual BP Amount must be numeric.']
- ],
- 'actual_tp_amt.*' => [
- 'label' => 'Actual TP Amount',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Actual TP Amount must be numeric.']
- ],
- 'actual_tep_amt.*' => [
- 'label' => 'Actual TEP Amount',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Actual TEP Amount must be numeric.']
- ],
- 'actual_bp_per.*' => [
- 'label' => 'Actual BP %',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Actual BP % must be numeric.']
- ],
- 'actual_tp_per.*' => [
- 'label' => 'Actual TP %',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Actual TP % must be numeric.']
- ],
- 'actual_tep_per.*' => [
- 'label' => 'Actual TEP %',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Actual TEP % must be numeric.']
- ],
- 'actual_bp_brokerage_amt.*' => [
- 'label' => 'BP Remuneration',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'BP Remuneration must be numeric.']
- ],
- 'actual_tp_brokerage_amt.*' => [
- 'label' => 'TP Remuneration',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'TP Remuneration must be numeric.']
- ],
- 'actual_tep_brokerage_amt.*' => [
- 'label' => 'TEP Remuneration',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'TEP Remuneration must be numeric.']
- ],
- 'exp_amt.*' => [
- 'label' => 'Expected Amount',
- 'rules' => 'permit_empty|decimal',
- 'errors' => ['decimal' => 'Expected Amount must be numeric.']
- ],
- 'co_share_type.*' => ['label' => 'Is Leader', 'rules' => 'permit_empty','errors' => []],
- 'follower_policy_no.*' => ['label' => 'Follower Policy No', 'rules' => 'permit_empty','errors' => []],
- 'co_share_id.*' => ['label' => 'Record ID', 'rules' => 'permit_empty','errors' => []],
- ];
-
- if (!$this->validate($rules)) {
- return $this->response->setStatusCode(400)->setJSON([
- 'status' => false,
- 'message' => 'Input validation failed',
- 'code' => 400,
- 'errors' => $this->validator->getErrors()
- ]);
- }
-
- $data = $this->preparePolicyTransactionData();
-
- $id = (isset($data['id']) && !empty($data['id'])) ? $data['id'] : null;
-
- $data['status'] = 'completed';
-
- if (!$id) {
- return $this->insertEndorsementTransaction($data);
- } else {
- return $this->updateEndorsementTransaction($id, $data);
- }
-
- }
-
- private function preparePolicyTransactionData()
- {
- $request_post_data = $this->request->getPost();
- $data = sanitizeInputArrayAdvanced($request_post_data);
- // echo '';
- // print_r($data);
- // die;
-
- $file_data = $this->request->getFiles() ?? null;
- $data['file_data'] = $file_data ?? null;
-
- if (!isset($data['policy_with_corr'])) {
- $data['policy_with_corr'] = 0;
- } elseif ($data['policy_with_corr']) {
- $data['policy_with_corr'] = 1;
- }
-
- // if (!isset($data['is_cd_reduce_from_bds'])) {
- // $data['is_cd_reduce_from_bds'] = 0;
- // } elseif ($data['is_cd_reduce_from_bds']) {
- // $data['is_cd_reduce_from_bds'] = 1;
- // }
-
- if (empty($data['data_received_date'])) {
- $data['data_received_date'] = null;
- } else {
- $data['data_received_date'] = change_date_format($data['data_received_date'], 'd/m/Y', 'Y-m-d');
- }
-
- if (empty($data['policy_issue_date'])) {
- $data['policy_issue_date'] = null;
- } else {
- $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'd/m/Y', 'Y-m-d');
- }
-
- if (empty($data['endorse_eff_date'])) {
- $data['endorse_eff_date'] = null;
- } else {
- $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'd/m/Y', 'Y-m-d');
- }
-
- if (empty($data['install_due_date'])) {
- $data['install_due_date'] = null;
- } else {
- $data['install_due_date'] = change_date_format($data['install_due_date'], 'd/m/Y', 'Y-m-d');
- }
-
- if (!empty($data['month'])) {
- $month = '01/' . $data['month'];
- $data['month'] = change_date_format($month, 'd/M/Y', 'Y-m-d');
- }
-
- if (empty($data['last_action_date'])) {
- $data['last_action_date'] = null;
- } else {
- $data['last_action_date'] = change_date_format($data['last_action_date']);
- }
-
- // print_r($data); die;
-
- // Separate Insurer and TPA Branch IDs and IDs
- if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
- list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
- if (isset($data['tpa']) && !empty($data['tpa'])) {
- list($data['tpa_branch_id'], $data['tpa_id']) = explode('-', $data['tpa']);
- }
- }
-
- $issue_type = $this->policyTransactionModel
- ->where('action_type', 'inception')
- ->where('client_id', $this->request->getPost('client_id'))
- // ->where('client_policy_id', $this->request->getPost('client_policy_id'))
- ->where('id', $this->request->getPost('client_policy_id'))
- ->where('policy_transaction.is_active', 1)
- ->first();
-
- $data['tsi'] = generate_tsi_code($issue_type['issue_type'] ?? 1);
-
- if (!isset($data['client_branch_id']) || $data['client_branch_id'] == "") {
- $client_branch_id = $issue_type['client_branch_id'];
- }else{
- $client_branch_id = $data['client_branch_id'];
- }
-
- $data['is_cd_reduce_from_bds'] = (isset($issue_type['policy_type_id']) && $issue_type['policy_type_id'] > 7 && $data['client_type'] == 1) ? 1 : 0;
-
- // if($data['bro_payable_by'] == ""){
- // $data['bro_payable_by'] = $issue_type['bro_payable_by'];
- // }
-
- if (!$data['id']) {
-
- $data += [
- 'issuer' => 2,
- 'issuer_branch' => $data['issuer_branch'] ?? 1,
- 'client_type' => $data['client_type'] ?? $issue_type['client_type'] ?? null,
- 'policy_type_id' => $issue_type['policy_type_id'] ?? null,
- 'issue_type' => $issue_type['issue_type'] ?? null,
- 'source_client_policy_id' => $issue_type['source_client_policy_id'] ?? null,
- 'cd_ac_no' => isset($data['cd_ac_no']) && !empty($data['cd_ac_no']) ? $data['cd_ac_no'] : $issue_type['cd_ac_no'] ?? null,
- 'cd_ac_pk' => isset($data['cd_ac_pk']) && !empty($data['cd_ac_pk']) ? $data['cd_ac_pk'] : $issue_type['cd_ac_pk'] ?? null,
- // 'policy_issue_date' => $issue_type['policy_issue_date'] ?? null,
- 'policy_start_date' => $issue_type['policy_start_date'] ?? null,
- 'policy_end_date' => $issue_type['policy_end_date'] ?? null,
- 'revenue_type' => $issue_type['revenue_type'] ?? null,
- 'co_share' => $issue_type['co_share'] ?? 0,
- 'bro_payable_by' => $data['bro_payable_by'] == "" ? $issue_type['bro_payable_by'] ?? 0 : $data['bro_payable_by'],
- 'installment' => $issue_type['installment'] ?? null,
- 'installment_data' => $issue_type['installment_data'] ?? null,
- 'location' => $issue_type['location'] ?? null,
- 'links' => $issue_type['links'] ?? null,
- 'stage' => $issue_type['stage'] ?? null,
- 'etat' => $issue_type['etat'] ?? null,
- 'etat_band' => $issue_type['etat_band'] ?? null,
- 'edate' => $issue_type['edate'] ?? null,
- 'renewal_date' => $issue_type['renewal_date'] ?? null,
- 'rollover_date' => $issue_type['rollover_date'] ?? null,
- 'policy_holder_name' => $issue_type['policy_holder_name'] ?? null,
- 'same_as_proposer' => $issue_type['same_as_proposer'] ?? 1,
- 'ref' => $issue_type['ref'] ?? null,
- 'spl' => $issue_type['spl'] ?? null,
- 'fund_received' => $issue_type['fund_received'] ?? null,
- 'listed_insurers' => $issue_type['listed_insurers'] ?? null,
- 'ppteam' => $issue_type['ppteam'] ?? null,
- 'sales_generated_by' => $issue_type['sales_generated_by'] ?? null,
- 'serviced_by' => $issue_type['serviced_by'] ?? null,
- 'salse_person_manager_id' => $issue_type['salse_person_manager_id'] ?? null,
- 'service_person_manager_id' => $issue_type['service_person_manager_id'] ?? null,
- 'service_person_branch_id' => $issue_type['service_person_branch_id'] ?? null,
- 'agent_id' => $issue_type['agent_id'] ?? null,
- 'agent_code' => $issue_type['agent_code'] ?? null,
- 'pos_id' => $issue_type['pos_id'] ?? null,
- ];
-
- $data['client_branch_id'] = $client_branch_id;
- }
-
- // print_r($issue_type);
- // print_r($data);
- // die;
-
- return $data;
- }
-
- private function insertEndorsementTransaction($data)
- {
- $insert = $this->policyTransactionModel->insert($data);
-
- if ($insert) {
-
- $this->insertTransactionStatus($insert, $data, 1);
- $this->handleCompletedStatus($data, $insert);
- $this->insertOrUpdateCoShareDetails($data, $insert);
-
- // policy file upload
- if(isset($data['doc_name']) && isset($data['file_data']) && !empty($data['doc_name']) && !empty($data['file_data'])){
- $this->uploadFile($data['doc_name'], $data['file_data'], $insert);
- }
-
- return $this->respond(['status' => true, 'message' => 'Endorsement transaction created successfully'], 200);
- }
-
- return $this->respond(['status' => false, 'message' => 'Endorsement transaction creation failed'], 400);
- }
-
- private function updateEndorsementTransaction($id, $data)
- {
- $data['updated_by'] = get_session_userid();
- $old_endorse_data = $this->policyTransactionModel->where('id', $id)->where('is_active', 1)->first();
- $update = $this->policyTransactionModel->where('id', $id)->set($data)->update();
-
- if ($update) {
-
- $this->insertTransactionStatus($id, $data, 1);
- // if($old_endorse_data['status'] != "completed"){
- // $this->handleCompletedStatus($data, $id);
- // }
- $this->insertOrUpdateCoShareDetails($data, $id);
-
-
- return $this->respond(['status' => true, 'message' => 'Endorsement transaction updated successfully'], 200);
- }
-
- return $this->respond(['status' => false, 'message' => 'Endorsement transaction update failed'], 400);
- }
-
- private function handleCompletedStatus($data, $policy_tran_id)
- {
- if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
-
- $tolamt = (int) $data['total'][0] ?? 0;
-
- if(!empty($tolamt)){
- $description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
- ($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction (BDS)';
-
- $cd_tranction_data = [
- 'amount' => abs($tolamt),
- 'sub_type_id' => $data['action_type'] == 'deletion' ? 3 : 4,
- 'client_id' => $data['client_id'],
- 'client_policy_id' => $data['client_policy_id'],
- 'endorsement_no' => null,
- 'cd_ac_no' => $data['cd_ac_no'] ?? null,
- 'insurer_id' => $data['insurer_id'],
- 'description' => $description,
- 'transaction_type' => $data['action_type'] == 'deletion' ? 'Credit' : 'Debit',
- 'updated_by' => get_session_userid(),
- 'event_name' => $data['action_type'],
- 'is_active' => 1,
- 'cd_ac_pk' => $data['cd_ac_pk'] ?? null,
- 'pt_id' => $policy_tran_id ?? null,
- ];
-
- $result = DepositHelper::saveDeposit($cd_tranction_data, get_session_userid());
-
- if(isset($result['success']) && $result['success']){
- $update_data['ct_tran_id'] = $result['insert_id'];
- $this->policyTransactionModel->where('id', $policy_tran_id)->set($update_data)->update();
- }
- }
-
- }
- }
-
- public function getEndorsementDataForEdit($id)
- {
- $data = $this->policyTransactionModel
- ->select('
- policy_transaction.*,
- clients.short_name as client_short_name,
- clients.client_type,
- (
- select last_action_date
- from policy_transaction_status
- where policy_tran_id = policy_transaction.id
- and status = policy_transaction.status
- order by id desc
- limit 1
-
- ) as last_action_date
- ')
- ->join('clients', 'clients.id = policy_transaction.client_id')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->where('policy_transaction.id', $id)
- ->where('policy_transaction.is_active', 1)
- ->orderBy('id', 'asc')
- ->first();
-
- $pt_id = null;
-
- if(!empty($data)){
- $inception_data = $this->policyTransactionModel
- ->where('policy_no', $data['policy_no'])
- ->where('client_id', $data['client_id'])
- ->where('action_type', 'inception')
- ->first();
- $pt_id = $inception_data['id'];
- }
-
- if (!empty($data['policy_start_date'])) {
- $data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['policy_end_date'])) {
- $data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['data_received_date'])) {
- $data['data_received_date'] = change_date_format($data['data_received_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['policy_issue_date'])) {
- $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['endorse_eff_date'])) {
- $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['install_due_date'])) {
- $data['install_due_date'] = change_date_format($data['install_due_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['last_action_date'])) {
- $data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['month'])) {
- $data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
- }
-
- // print_r($data); die;
-
- //get PT Co-Share Details
- $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
-
- ->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,
-
- (
- SELECT
- SUM(actual_bp_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_amount,
-
- (
- SELECT
- SUM(actual_tp_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_amount,
-
- (
- SELECT
- SUM(actual_tep_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_amount,
-
- (
- SELECT
- SUM(actual_bp_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_percentage,
-
- (
- SELECT
- SUM(actual_tp_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_percentage,
-
- (
- SELECT
- SUM(actual_tep_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_percentage,
-
-
- (
- SELECT
- SUM(actual_bp_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_brokerage_amount,
-
-
- (
- SELECT
- SUM(actual_tp_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_brokerage_amount,
-
-
- (
- SELECT
- SUM(actual_tep_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_brokerage_amount,
-
- DATE_FORMAT(pt_policy_issue_date, '%d/%m/%Y') AS pt_policy_issue_date
-
- ")
- ->where('pt_id', $id)
- ->where('is_active', 1)
- ->orderBy('id', 'asc')
- ->findAll();
-
- // print_r($data['endorse_eff_date']); die;
-
- $pt_bp_amt = $this->PTCOShareDetailsModel
- ->select('bp_amt, amount')
- ->where('pt_id', $id)
- ->where('co_share_type', 1)
- ->where('is_active', 1)
- ->first();
-
- // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
- $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
-
- $ptFileQuery = $this->PTFileModel
- ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
- ->where('pt_files.pt_id', $id)
- ->where('pt_files.is_active', 1);
-
- if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
-
- if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
- $ptFileQuery->where('pt_files.created_by', get_session_userid());
- }
- }
-
- $data['pt_files'] = $ptFileQuery->findAll();
-
- if ($data) {
- return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200);
- } else {
- return $this->respond(['status' => false], 200);
- }
- }
-
- public function getEndorsementDataForEdit2($id)
- {
- $data = $this->policyTransactionModel
- ->select('
- policy_transaction.*,
- clients.short_name as client_short_name,
- clients.client_type,
- (
- select last_action_date
- from policy_transaction_status
- where policy_tran_id = policy_transaction.id
- and status = policy_transaction.status
- order by id desc
- limit 1
-
- ) as last_action_date
- ')
- ->join('clients', 'clients.id = policy_transaction.client_id')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->where('policy_transaction.id', $id)
- ->where('policy_transaction.is_active', 1)
- ->orderBy('id', 'asc')
- ->first();
-
- $pt_id = null;
-
- if(!empty($data)){
- $inception_data = $this->policyTransactionModel
- ->where('policy_no', $data['policy_no'])
- ->where('client_id', $data['client_id'])
- ->where('action_type', 'inception')
- ->first();
- $pt_id = $inception_data['id'];
- }
-
- if (!empty($data['policy_start_date'])) {
- $data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['policy_end_date'])) {
- $data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['data_received_date'])) {
- $data['data_received_date'] = change_date_format($data['data_received_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['policy_issue_date'])) {
- $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['endorse_eff_date'])) {
- $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['install_due_date'])) {
- $data['install_due_date'] = change_date_format($data['install_due_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['last_action_date'])) {
- $data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['month'])) {
- $data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
- }
-
- // print_r($data); die;
-
- //get PT Co-Share Details
- $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
-
- ->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,
-
- (
- SELECT
- SUM(actual_bp_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_amount,
-
- (
- SELECT
- SUM(actual_tp_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_amount,
-
- (
- SELECT
- SUM(actual_tep_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_amount,
-
- (
- SELECT
- SUM(actual_bp_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_percentage,
-
- (
- SELECT
- SUM(actual_tp_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_percentage,
-
- (
- SELECT
- SUM(actual_tep_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_percentage,
-
-
- (
- SELECT
- SUM(actual_bp_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_brokerage_amount,
-
-
- (
- SELECT
- SUM(actual_tp_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_brokerage_amount,
-
-
- (
- SELECT
- SUM(actual_tep_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_brokerage_amount,
-
- DATE_FORMAT(pt_policy_issue_date, '%d/%m/%Y') AS pt_policy_issue_date
-
- ")
- ->where('pt_id', $id)
- ->where('is_active', 1)
- ->orderBy('id', 'asc')
- ->findAll();
-
- // print_r($data['endorse_eff_date']); die;
-
- $pt_bp_amt = $this->PTCOShareDetailsModel
- ->select('bp_amt, amount')
- ->where('pt_id', $id)
- ->where('co_share_type', 1)
- ->where('is_active', 1)
- ->first();
-
- // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
- $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
-
- if ($data) {
- return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200);
- } else {
- return $this->respond(['status' => false], 200);
- }
- }
-
- //------------------------------------------------------------------------------------------------
-
- //file upload function
- public function uploadFile($docs_name = null, $files = null, $pt_id = null)
- {
- $GoogleDriveController = new GoogleDriveController();
-
-
- if(empty($docs_name) && empty($files) && empty($pt_id) && $this->request){
- $files = $this->request->getFiles();
- $docs_name = $this->request->getPost('doc_name');
- $pt_id = $this->request->getPost('pt_id');
- $client_policy_id = $this->request->getPost('client_policy_id');
- }
-
- $uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
-
- $uploadData = [];
-
- foreach ($docs_name as $key => $docName) {
-
- // Get the corresponding file for this document name
- $file = $files['file'][$key];
-
- if (!empty($docName) && $file->isValid() && !$file->hasMoved()) {
-
- // Upload the file
- $uploadedFileName = file_Upload_for_lead($file, $uploadFilePath);
-
- if ($uploadedFileName) {
- // Prepare data for each document upload
- $docData = [
- 'pt_id' => $pt_id,
- 'doc_name' => $docName,
- 'file_name' => $uploadedFileName,
- 'created_by' => get_session_userid(),
- ];
-
- // $uploadFilePath = $uploadFilePath . '/' . $uploadedFileName;
-
- // $GoogleDriveController->uploadFiletoGdrive(client_policy_id: $client_policy_id, doc_type: 'POLICY', file_path: $uploadFilePath, file_name: $uploadedFileName);
-
- // Insert into database
- $insert = $this->PTFileModel->insert($docData);
-
- if ($insert) {
- $uploadData[] = $docData;
- }
- }
- }
- }
-
- if(!empty($docs_name) && !empty($files) && !empty($pt_id) && !$this->request){
- return true;
- }
-
- // print_r($uploadData); die;
-
- // $uploadData = uploadFilesToGoogleDrive($files['file'], $doc_name, $pt_id);
-
- if (!empty($uploadData)) {
-
- $ptFileQuery = $this->PTFileModel
- ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
- ->where('pt_files.pt_id', $pt_id)
- ->where('pt_files.is_active', 1);
-
- if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
-
- if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
- $ptFileQuery->where('pt_files.created_by', get_session_userid());
- }
- }
-
- $data['pt_files'] = $ptFileQuery->findAll();
-
- return $this->respond(['status' => true, 'message' => 'File uploaded successfully in G-Drive', 'data' => $data]);
- } else {
- return $this->respond(['status' => false, 'message' => 'Failed to upload file in G-Drive']);
- }
- }
-
- // update Invoice Status
- public function updateInvoiceStatus()
- {
- $ids = $this->request->getPost('ids');
- $ids = json_decode($ids);
-
- // var_dump($ids); die;
-
- $data['invoice_status'] = $this->request->getPost('invoice_status');
- if ($this->request->getPost('invoice_status') == 'generated') {
- $data['invoice_no'] = $this->request->getPost('invoice_no');
- }
-
-
- $update = $this->policyTransactionModel
- ->whereIn('id', $ids)
- ->set($data)
- ->update();
-
-
- if ($update) {
-
- return $this->respond(['status' => true, 'data' => $ids, 'message' => 'Invoice status updated successfully'], 200);
- } else {
- return $this->respond(['status' => true, 'data' => $ids, 'message' => 'Failed to update invoice status'], 200);
- }
- }
-
- public function removeCoShareData($id)
- {
- $this->myLogger->logme('error', 'PT Co Share Detailes Remove function called');
-
- $data = [
- 'updated_by' => get_session_userid(),
- 'is_active' => 0
- ];
-
- $update = $this->PTCOShareDetailsModel->where('id', $id)->set($data)->update();
-
- if ($update) {
- return $this->respond(['status' => true, 'code' => 200, 'message' => 'Data removed successfully'], 200);
- } else {
- return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to remove data'], 200);
- }
- }
-
- public function getPTCOShareCount($client_id, $client_policy_id)
- {
- $totalCount = $this->PTCOShareDetailsModel
- ->select("
- pt_co_share_details.*,
- policy_transaction.bro_payable_by,
- policy_transaction.cd_ac_pk,
- (
- select cd_ac_no
- from cd_master
- where id = policy_transaction.cd_ac_pk
- ) as cd_account_no,
- (
- select balance
- from cash_deposit
- where cd_ac_pk = policy_transaction.cd_ac_pk
- and is_active = 1
- order by id desc
- limit 1
- ) as cd_amount,
- ")
- ->join('policy_transaction', 'policy_transaction.id = pt_co_share_details.pt_id')
- ->where('policy_transaction.client_id', $client_id)
- // ->where('policy_transaction.client_policy_id', $client_policy_id)
- ->where('policy_transaction.id', $client_policy_id)
- ->where('policy_transaction.action_type', 'inception')
- ->where('policy_transaction.is_active', 1)
- ->findAll();
-
- $is_copay_yes = $this->policyTransactionModel
- ->where('client_id', $client_id)
- // ->where('client_policy_id', $client_policy_id)
- ->where('id', $client_policy_id)
- ->where('action_type', 'inception')
- ->where('is_active', 1)
- ->first();
-
- $cd_ac_no = db_connect()->table('cd_master')->where('id', $is_copay_yes['cd_ac_pk'] ?? null)->get()->getRowArray();
-
- if ($totalCount) {
- return $this->respond(['status' => true, 'code' => 200, 'data' => $totalCount, 'is_copay_yes' => $is_copay_yes, "cd_master_data" => $cd_ac_no], 200);
- } else {
- $insurer_data = $this->clientPolicyModel->where('id', $client_policy_id)->where('is_active', 1)->first();
- return $this->respond(['status' => false, 'code' => 404, 'message' => 'There is no policy inception data.'], 200);
- }
- }
-
- public function checkInvoiceStatus($pt_id)
- {
- $data = $this->policyTransactionModel
- ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id')
- ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id')
- ->where('policy_transaction.id', $pt_id)
- ->where('policy_transaction.is_active', 1)
- ->where('pt_co_share_details.is_active', 1)
- ->where('pt_co_share_details.statement_id IS NOT NULL')
- ->where('insurer_statements.invoice_no IS NOT NULL')
- ->countAllResults();
-
- if ($data) {
- return $this->respond(['status' => true, 'count' => $data, 'code' => 200], 200);
- } else {
- return $this->respond(['status' => false, 'count' => 0, 'message' => 'No Data Found', 'code' => 404], 200);
- }
- }
-
- public function getBasePolicy($client_id, $client_branch_id)
- {
- $data = $this->clientPolicyModel
- ->select('client_policy.*, policy_type.policy_type')
- ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
- ->where('client_policy.client_id', $client_id)
- ->where('client_policy.client_branch_id', $client_branch_id)
- ->whereIn('client_policy.policy_type_id', [2, 3])
- ->where('client_policy.is_active', 1)
- ->findAll();
-
- if ($data) {
- return $this->respond(['status' => true, 'data' => $data, 'code' => 200], 200);
- } else {
- return $this->respond(['status' => false, 'count' => 0, 'message' => 'No Data Found', 'code' => 404], 200);
- }
- }
-
- //---------------------------------------------------------------------------------------------------
-
- //get BDS Reports data old function
- public function reportBDSOld()
- {
- $data['tab_name'] = 'BDS Report';
- $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',
- ];
-
- $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');
-
- $start_date = (!isset($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;
-
-
- //Actual data for the list
- $data['report_list'] = $this->policyTransactionModel->getBDSReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
- // dd($data);
-
- $this->loadLayout('report_bds_filter', $data);
- }
-
- //get BDS Reports data New Function
- public function reportBDS()
- {
-
- $data['tab_name'] = 'BDS Report';
- $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();
- $data['users'] = $this->userModel->where('is_active', 1)->findAll();
- $data['policy_count'] = $this->policyTransactionModel->where('is_active', 1)->countAllResults();
-
-
- //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');
- $user_id = $this->request->getGet('user_id');
-
- if ($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;
- $user_id = (!isset($user_id) || $user_id === '' || $user_id === null) ? 0 : $user_id;
- if ($this->request->is('post')) {
- $request_post_data = $this->request->getPost();
- $sanitized_post_data = sanitizeInputArrayAdvanced($request_post_data);
- $isFromDashboard = $sanitized_post_data["is_dashboard"];
-
- if (isset($isFromDashboard) && !empty($isFromDashboard) && $isFromDashboard == 1) {
- $ids = $sanitized_post_data['ids'];
-
- $ids = array_filter(explode(',', $ids));
-
- if (!empty($ids)) {
- $idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs to be integers
- $where = "policy_transaction.id IN ($idsStr)";
- } else {
- $where = []; // No valid IDs, return empty result
- }
- }
- // dd($ids);
- }
- //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, $user_id, isset($where) ? $where : '');
- // dd($data);
-
- $this->loadLayout('report_bds_filter', $data);
- }
-
- public function reportVarience()
- {
- $data['tab_name'] = 'Variance Report';
- $data['page_name'] = 'Variance Report';
-
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $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();
- $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',
- ];
-
- //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');
-
-
- $start_date = (!isset($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;
-
-
- $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, $client_policy_id);
- // !dd($data['varience_list']);
- $this->loadLayout('variance_report_list', $data);
- }
-
-
- public function reportBusinessList()
- {
- $data['tab_name'] = 'Business Report';
- $data['page_name'] = 'Business Report';
-
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $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();
- $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',
- ];
-
- //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');
-
- $start_date = (!isset($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;
-
-
- $data['business_list'] = $this->policyTransactionModel->getBusinessReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
- $this->loadLayout('business_team_list', $data);
- }
-
-
- public function reportFinanceList()
- {
- $data['tab_name'] = 'Finance Report';
- $data['page_name'] = 'Finance Report';
-
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $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();
- $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',
- ];
-
- //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');
-
- $start_date = (!isset($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;
-
-
-
- $data['finance_list'] = $this->policyTransactionModel->getFinanceReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
- $this->loadLayout('finance_team_list', $data);
- }
-
- public function reportOutstanding()
- {
- $data['tab_name'] = 'Outstanding Report';
- $data['page_name'] = 'Outstanding Report';
-
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $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();
- $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',
- ];
-
- //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');
- $insurer_branch_id = $this->request->getGet('insurer_branch_id');
-
- $start_date = (!isset($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]);
-
-
- $insurer_id = (!isset($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;
-
- $data['outstanting_list'] = $this->policyTransactionModel->getOutstandingReportLIst($start_date, $end_date, $insurer_id, $insurer_branch_id);
- // dd($this->policyTransactionModel->getLastQuery());
- // dd($data);
- $this->loadLayout('outstanding_report_list', $data);
- }
-
- //---------------------------------------------------------------------------------------------------
-
- //insurer statement list page
- public function statementList()
- {
- // dd($this->updateInsurerStatement(['file_id' => 133])); // for check validateInsurerStatementfunction with hard coded file id always un command
- $data['insurers'] = $this->insurerModel->where('is_active',1)->findAll();
- $today = date('Y-m-d');
- $fromday = $from_date = date('Y-m-d', strtotime('-180 days', strtotime($today)));
- // echo $fromday;die();
- $data['invoice_status_array'] = $this->invoiceStatus;
- $data['insurers'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
-
- // dd( $data['insurers']);
- $data['insurer_statement_list'] = $this->insurerStatements
- ->select(
- 'insurer_statements.*,
- insurers.name AS insurer_name,
- insurers.short_name,
- user_profiles.first_name,
- insurer_branch.branch_code,
- (SELECT SUM(pt_co_share_details.exp_amt)
- FROM pt_co_share_details
- 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)
- FROM inv_payment_details
- WHERE inv_payment_details.is_active = 1
- AND inv_payment_details.statement_id = insurer_statements.id
- ) AS received_inv_amt'
- )
- ->join('insurers', 'insurer_statements.insurer_id = insurers.id')
- ->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
- ->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
- ->where('insurer_statements.is_active', 1)
- ->where('insurers.is_active', 1)
- ->where('insurer_branch.is_active', 1)
- // ->where('insurer_statements.file_status','success')
- ->where('date(insurer_statements.created_at) >= ', $from_date)
- ->where('date(insurer_statements.created_at) <= ', $today)
- ->orderBy('insurer_statements.id', 'DESC')
- ->findAll();
-
- // dd( $this->insurerStatements->getLastQuery());
- $data['tab_name'] = 'Statement Upload';
- $data['page_name'] = 'Statement Upload';
-
- $this->loadLayout('insurer_statement_list', $data);
- }
-
- // public function failedStatementList(){
- // $today = date('Y-m-d');
- // $fromday = $from_date = date('Y-m-d', strtotime('-180 days', strtotime($today)));
- // // echo $fromday;die();
- // $data['invoice_status_array'] = $this->invoiceStatus;
- // $data['insurers'] = $this->insurerBranchModel ->getInsurerBranchesWithInsurerNames();
-
- // // dd( $data['insurers']);
- // $data['insurer_statement_list'] = $this->insurerStatements
- // ->select('insurer_statements.*,
- // insurers.name AS insurer_name,
- // insurers.short_name,
- // user_profiles.first_name,
- // insurer_branch.branch_code,
- // (SELECT SUM(pt_co_share_details.exp_amt)
- // FROM pt_co_share_details
- // 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)
- // FROM inv_payment_details
- // WHERE inv_payment_details.is_active = 1
- // AND inv_payment_details.statement_id = insurer_statements.id
- // ) AS received_inv_amt'
- // )
- // ->join('insurers', 'insurer_statements.insurer_id = insurers.id')
- // ->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
- // ->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
- // ->where('insurer_statements.is_active', 1)
- // ->where('insurer_statements.file_status','failed')
- // ->where('date(insurer_statements.created_at) >= ', $from_date)
- // ->where('date(insurer_statements.created_at) <= ', $today)
- // ->orderBy('insurer_statements.id', 'DESC')
- // ->findAll();
- // if($data['insurer_statement_list']){
- // return $this->respond(['status' => true, 'code' => 200,'data'=>$data ], 200);
- // }else{
- // return $this->respond(['status'=>false,'message'=>'Data Not Fount'],404);
- // }
-
+ // if (!isset($data['is_cd_reduce_from_bds'])) {
+ // $data['is_cd_reduce_from_bds'] = 0;
+ // } elseif ($data['is_cd_reduce_from_bds']) {
+ // $data['is_cd_reduce_from_bds'] = 1;
// }
- public function uploadInsurerStatement()
- {
+ if (empty($data['data_received_date'])) {
+ $data['data_received_date'] = null;
+ } else {
+ $data['data_received_date'] = change_date_format($data['data_received_date'], 'd/m/Y', 'Y-m-d');
+ }
- //validate uploaded file
- $filename = '';
- $validated = $this->validate([
- 'statement' => [
- 'uploaded[statement]',
- 'mime_in[statement,application/vnd.ms-excel,application/vnd,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.oasis.opendocument.spreadsheet]',
- 'max_size[statement,16384]',
+ if (empty($data['policy_issue_date'])) {
+ $data['policy_issue_date'] = null;
+ } else {
+ $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'd/m/Y', 'Y-m-d');
+ }
+
+ if (empty($data['endorse_eff_date'])) {
+ $data['endorse_eff_date'] = null;
+ } else {
+ $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'd/m/Y', 'Y-m-d');
+ }
+
+ if (empty($data['install_due_date'])) {
+ $data['install_due_date'] = null;
+ } else {
+ $data['install_due_date'] = change_date_format($data['install_due_date'], 'd/m/Y', 'Y-m-d');
+ }
+
+ if (!empty($data['month'])) {
+ $month = '01/' . $data['month'];
+ $data['month'] = change_date_format($month, 'd/M/Y', 'Y-m-d');
+ }
+
+ if (empty($data['last_action_date'])) {
+ $data['last_action_date'] = null;
+ } else {
+ $data['last_action_date'] = change_date_format($data['last_action_date']);
+ }
+
+ // print_r($data); die;
+
+ // Separate Insurer and TPA Branch IDs and IDs
+ if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
+ list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
+ if (isset($data['tpa']) && !empty($data['tpa'])) {
+ list($data['tpa_branch_id'], $data['tpa_id']) = explode('-', $data['tpa']);
+ }
+ }
+
+ $issue_type = $this->policyTransactionModel
+ ->where('action_type', 'inception')
+ ->where('client_id', $this->request->getPost('client_id'))
+ // ->where('client_policy_id', $this->request->getPost('client_policy_id'))
+ ->where('id', $this->request->getPost('client_policy_id'))
+ ->where('policy_transaction.is_active', 1)
+ ->first();
+
+ $data['tsi'] = generate_tsi_code($issue_type['issue_type'] ?? 1);
+
+ if (!isset($data['client_branch_id']) || $data['client_branch_id'] == "") {
+ $client_branch_id = $issue_type['client_branch_id'];
+ }else{
+ $client_branch_id = $data['client_branch_id'];
+ }
+
+ $data['is_cd_reduce_from_bds'] = (isset($issue_type['policy_type_id']) && $issue_type['policy_type_id'] > 7 && $data['client_type'] == 1) ? 1 : 0;
+
+ // if($data['bro_payable_by'] == ""){
+ // $data['bro_payable_by'] = $issue_type['bro_payable_by'];
+ // }
+
+ if (!$data['id']) {
+
+ $data += [
+ 'issuer' => 2,
+ 'issuer_branch' => $data['issuer_branch'] ?? 1,
+ 'client_type' => $data['client_type'] ?? $issue_type['client_type'] ?? null,
+ 'policy_type_id' => $issue_type['policy_type_id'] ?? null,
+ 'issue_type' => $issue_type['issue_type'] ?? null,
+ 'source_client_policy_id' => $issue_type['source_client_policy_id'] ?? null,
+ 'cd_ac_no' => isset($data['cd_ac_no']) && !empty($data['cd_ac_no']) ? $data['cd_ac_no'] : $issue_type['cd_ac_no'] ?? null,
+ 'cd_ac_pk' => isset($data['cd_ac_pk']) && !empty($data['cd_ac_pk']) ? $data['cd_ac_pk'] : $issue_type['cd_ac_pk'] ?? null,
+ // 'policy_issue_date' => $issue_type['policy_issue_date'] ?? null,
+ 'policy_start_date' => $issue_type['policy_start_date'] ?? null,
+ 'policy_end_date' => $issue_type['policy_end_date'] ?? null,
+ 'revenue_type' => $issue_type['revenue_type'] ?? null,
+ 'co_share' => $issue_type['co_share'] ?? 0,
+ 'bro_payable_by' => $data['bro_payable_by'] == "" ? $issue_type['bro_payable_by'] ?? 0 : $data['bro_payable_by'],
+ 'installment' => $issue_type['installment'] ?? null,
+ 'installment_data' => $issue_type['installment_data'] ?? null,
+ 'location' => $issue_type['location'] ?? null,
+ 'links' => $issue_type['links'] ?? null,
+ 'stage' => $issue_type['stage'] ?? null,
+ 'etat' => $issue_type['etat'] ?? null,
+ 'etat_band' => $issue_type['etat_band'] ?? null,
+ 'edate' => $issue_type['edate'] ?? null,
+ 'renewal_date' => $issue_type['renewal_date'] ?? null,
+ 'rollover_date' => $issue_type['rollover_date'] ?? null,
+ 'policy_holder_name' => $issue_type['policy_holder_name'] ?? null,
+ 'same_as_proposer' => $issue_type['same_as_proposer'] ?? 1,
+ 'ref' => $issue_type['ref'] ?? null,
+ 'spl' => $issue_type['spl'] ?? null,
+ 'fund_received' => $issue_type['fund_received'] ?? null,
+ 'listed_insurers' => $issue_type['listed_insurers'] ?? null,
+ 'ppteam' => $issue_type['ppteam'] ?? null,
+ 'sales_generated_by' => $issue_type['sales_generated_by'] ?? null,
+ 'serviced_by' => $issue_type['serviced_by'] ?? null,
+ 'salse_person_manager_id' => $issue_type['salse_person_manager_id'] ?? null,
+ 'service_person_manager_id' => $issue_type['service_person_manager_id'] ?? null,
+ 'service_person_branch_id' => $issue_type['service_person_branch_id'] ?? null,
+ 'agent_id' => $issue_type['agent_id'] ?? null,
+ 'agent_code' => $issue_type['agent_code'] ?? null,
+ 'pos_id' => $issue_type['pos_id'] ?? null,
+ ];
+
+ $data['client_branch_id'] = $client_branch_id;
+ }
+
+ // print_r($issue_type);
+ // print_r($data);
+ // die;
+
+ return $data;
+ }
+
+ private function insertEndorsementTransaction($data)
+ {
+ $insert = $this->policyTransactionModel->insert($data);
+
+ if ($insert) {
+
+ $this->insertTransactionStatus($insert, $data, 1);
+ $this->handleCompletedStatus($data, $insert);
+ $this->insertOrUpdateCoShareDetails($data, $insert);
+
+ // policy file upload
+ if(isset($data['doc_name']) && isset($data['file_data']) && !empty($data['doc_name']) && !empty($data['file_data'])){
+ $this->uploadFile($data['doc_name'], $data['file_data'], $insert);
+ }
+
+ return $this->respond(['status' => true, 'message' => 'Endorsement transaction created successfully'], 200);
+ }
+
+ return $this->respond(['status' => false, 'message' => 'Endorsement transaction creation failed'], 400);
+ }
+
+ private function updateEndorsementTransaction($id, $data)
+ {
+ $data['updated_by'] = get_session_userid();
+ $old_endorse_data = $this->policyTransactionModel->where('id', $id)->where('is_active', 1)->first();
+ $update = $this->policyTransactionModel->where('id', $id)->set($data)->update();
+
+ if ($update) {
+
+ $this->insertTransactionStatus($id, $data, 1);
+ // if($old_endorse_data['status'] != "completed"){
+ // $this->handleCompletedStatus($data, $id);
+ // }
+ $this->insertOrUpdateCoShareDetails($data, $id);
+
+
+ return $this->respond(['status' => true, 'message' => 'Endorsement transaction updated successfully'], 200);
+ }
+
+ return $this->respond(['status' => false, 'message' => 'Endorsement transaction update failed'], 400);
+ }
+
+ private function handleCompletedStatus($data, $policy_tran_id)
+ {
+ if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
+
+ $tolamt = (int) $data['total'][0] ?? 0;
+
+ if(!empty($tolamt)){
+ $description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
+ ($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction (BDS)';
+
+ $cd_tranction_data = [
+ 'amount' => abs($tolamt),
+ 'sub_type_id' => $data['action_type'] == 'deletion' ? 3 : 4,
+ 'client_id' => $data['client_id'],
+ 'client_policy_id' => $data['client_policy_id'],
+ 'endorsement_no' => null,
+ 'cd_ac_no' => $data['cd_ac_no'] ?? null,
+ 'insurer_id' => $data['insurer_id'],
+ 'description' => $description,
+ 'transaction_type' => $data['action_type'] == 'deletion' ? 'Credit' : 'Debit',
+ 'updated_by' => get_session_userid(),
+ 'event_name' => $data['action_type'],
+ 'is_active' => 1,
+ 'cd_ac_pk' => $data['cd_ac_pk'] ?? null,
+ 'pt_id' => $policy_tran_id ?? null,
+ ];
+
+ $result = DepositHelper::saveDeposit($cd_tranction_data, get_session_userid());
+
+ if(isset($result['success']) && $result['success']){
+ $update_data['ct_tran_id'] = $result['insert_id'];
+ $this->policyTransactionModel->where('id', $policy_tran_id)->set($update_data)->update();
+ }
+ }
+
+ }
+ }
+
+ public function getEndorsementDataForEdit($id)
+ {
+ $data = $this->policyTransactionModel
+ ->select('
+ policy_transaction.*,
+ clients.short_name as client_short_name,
+ clients.client_type,
+ (
+ select last_action_date
+ from policy_transaction_status
+ where policy_tran_id = policy_transaction.id
+ and status = policy_transaction.status
+ order by id desc
+ limit 1
+
+ ) as last_action_date
+ ')
+ ->join('clients', 'clients.id = policy_transaction.client_id')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->where('policy_transaction.id', $id)
+ ->where('policy_transaction.is_active', 1)
+ ->orderBy('id', 'asc')
+ ->first();
+
+ $pt_id = null;
+
+ if(!empty($data)){
+ $inception_data = $this->policyTransactionModel
+ ->where('policy_no', $data['policy_no'])
+ ->where('client_id', $data['client_id'])
+ ->where('action_type', 'inception')
+ ->first();
+ $pt_id = $inception_data['id'];
+ }
+
+ if (!empty($data['policy_start_date'])) {
+ $data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['policy_end_date'])) {
+ $data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['data_received_date'])) {
+ $data['data_received_date'] = change_date_format($data['data_received_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['policy_issue_date'])) {
+ $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['endorse_eff_date'])) {
+ $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['install_due_date'])) {
+ $data['install_due_date'] = change_date_format($data['install_due_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['last_action_date'])) {
+ $data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['month'])) {
+ $data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
+ }
+
+ // print_r($data); die;
+
+ //get PT Co-Share Details
+ $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
+
+ ->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,
+
+ (
+ SELECT
+ SUM(actual_bp_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_amount,
+
+ (
+ SELECT
+ SUM(actual_tp_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_amount,
+
+ (
+ SELECT
+ SUM(actual_tep_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_amount,
+
+ (
+ SELECT
+ SUM(actual_bp_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_percentage,
+
+ (
+ SELECT
+ SUM(actual_tp_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_percentage,
+
+ (
+ SELECT
+ SUM(actual_tep_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_percentage,
+
+
+ (
+ SELECT
+ SUM(actual_bp_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_brokerage_amount,
+
+
+ (
+ SELECT
+ SUM(actual_tp_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_brokerage_amount,
+
+
+ (
+ SELECT
+ SUM(actual_tep_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_brokerage_amount,
+
+ DATE_FORMAT(pt_policy_issue_date, '%d/%m/%Y') AS pt_policy_issue_date
+
+ ")
+ ->where('pt_id', $id)
+ ->where('is_active', 1)
+ ->orderBy('id', 'asc')
+ ->findAll();
+
+ // print_r($data['endorse_eff_date']); die;
+
+ $pt_bp_amt = $this->PTCOShareDetailsModel
+ ->select('bp_amt, amount')
+ ->where('pt_id', $id)
+ ->where('co_share_type', 1)
+ ->where('is_active', 1)
+ ->first();
+
+ // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
+ $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
+
+ $ptFileQuery = $this->PTFileModel
+ ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
+ ->where('pt_files.pt_id', $id)
+ ->where('pt_files.is_active', 1);
+
+ if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
+
+ if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+ $ptFileQuery->where('pt_files.created_by', get_session_userid());
+ }
+ }
+
+ $data['pt_files'] = $ptFileQuery->findAll();
+
+ if ($data) {
+ return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200);
+ } else {
+ return $this->respond(['status' => false], 200);
+ }
+ }
+
+ public function getEndorsementDataForEdit2($id)
+ {
+ $data = $this->policyTransactionModel
+ ->select('
+ policy_transaction.*,
+ clients.short_name as client_short_name,
+ clients.client_type,
+ (
+ select last_action_date
+ from policy_transaction_status
+ where policy_tran_id = policy_transaction.id
+ and status = policy_transaction.status
+ order by id desc
+ limit 1
+
+ ) as last_action_date
+ ')
+ ->join('clients', 'clients.id = policy_transaction.client_id')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->where('policy_transaction.id', $id)
+ ->where('policy_transaction.is_active', 1)
+ ->orderBy('id', 'asc')
+ ->first();
+
+ $pt_id = null;
+
+ if(!empty($data)){
+ $inception_data = $this->policyTransactionModel
+ ->where('policy_no', $data['policy_no'])
+ ->where('client_id', $data['client_id'])
+ ->where('action_type', 'inception')
+ ->first();
+ $pt_id = $inception_data['id'];
+ }
+
+ if (!empty($data['policy_start_date'])) {
+ $data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['policy_end_date'])) {
+ $data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['data_received_date'])) {
+ $data['data_received_date'] = change_date_format($data['data_received_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['policy_issue_date'])) {
+ $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['endorse_eff_date'])) {
+ $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['install_due_date'])) {
+ $data['install_due_date'] = change_date_format($data['install_due_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['last_action_date'])) {
+ $data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['month'])) {
+ $data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
+ }
+
+ // print_r($data); die;
+
+ //get PT Co-Share Details
+ $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
+
+ ->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,
+
+ (
+ SELECT
+ SUM(actual_bp_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_amount,
+
+ (
+ SELECT
+ SUM(actual_tp_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_amount,
+
+ (
+ SELECT
+ SUM(actual_tep_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_amount,
+
+ (
+ SELECT
+ SUM(actual_bp_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_percentage,
+
+ (
+ SELECT
+ SUM(actual_tp_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_percentage,
+
+ (
+ SELECT
+ SUM(actual_tep_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_percentage,
+
+
+ (
+ SELECT
+ SUM(actual_bp_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_brokerage_amount,
+
+
+ (
+ SELECT
+ SUM(actual_tp_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_brokerage_amount,
+
+
+ (
+ SELECT
+ SUM(actual_tep_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_brokerage_amount,
+
+ DATE_FORMAT(pt_policy_issue_date, '%d/%m/%Y') AS pt_policy_issue_date
+
+ ")
+ ->where('pt_id', $id)
+ ->where('is_active', 1)
+ ->orderBy('id', 'asc')
+ ->findAll();
+
+ // print_r($data['endorse_eff_date']); die;
+
+ $pt_bp_amt = $this->PTCOShareDetailsModel
+ ->select('bp_amt, amount')
+ ->where('pt_id', $id)
+ ->where('co_share_type', 1)
+ ->where('is_active', 1)
+ ->first();
+
+ // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
+ $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
+
+ if ($data) {
+ return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200);
+ } else {
+ return $this->respond(['status' => false], 200);
+ }
+ }
+
+ //------------------------------------------------------------------------------------------------
+
+ //file upload function
+ public function uploadFile($docs_name = null, $files = null, $pt_id = null)
+ {
+ $GoogleDriveController = new GoogleDriveController();
+
+
+ if(empty($docs_name) && empty($files) && empty($pt_id) && $this->request){
+ $files = $this->request->getFiles();
+ $docs_name = $this->request->getPost('doc_name');
+ $pt_id = $this->request->getPost('pt_id');
+ $client_policy_id = $this->request->getPost('client_policy_id');
+
+ $rules = [
+ 'doc_name.*' => [
+ 'label' => 'Policy Document Name',
+ 'rules' => 'permit_empty|required|regex_match[/^[a-zA-Z0-9 _-]+$/]|min_length[2]|max_length[100]',
+ 'errors' => [
+ 'required' => "Policy Document Name is required",
+ 'regex_match' => 'The {field} can only contain letters, numbers, spaces, dashes, and underscores.'
+ ]
],
- ]);
- // $this->createStatementFolder();
- if ($validated) {
- $avatar = $this->request->getFile('statement');
- if (!$avatar) {
- $this->myLogger->logme("error", 'Statement File not found');
- return $this->respond(['dataStatus' => false, 'code' => 400, 'message' => 'File not found'], 400);
- }
+ ];
- $is_moved = $avatar->move(WRITEPATH . 'uploads/statements/');
- if ($is_moved) {
- $filename = $avatar->getName();
- // Handle successful upload, e.g., log success or further processing
- $this->myLogger->logme("error", 'Statement File moved successful');
- } else {
- $this->myLogger->logme("error", 'Statement File move failed');
- return $this->respond(['dataStatus' => false, 'code' => 500, 'message' => 'File move failed'], 500);
- }
- } else {
- $this->myLogger->logme("error", 'Statement Upload failed Invalid file');
- return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'Invalid file'], 404);
- }
-
- //process post variable entry in file table
- $loggedInUserID = get_session_userid();
- // dd($loggedInUserID);
- // $loggedInUserID = 8;
-
- $insurer = $this->request->getPost('insurer');
-
- $insurer_id = explode('-', $insurer)[0];
- $branch_id = explode('-', $insurer)[1];
- // print_r($insurer_id);
- // print_r($branch_id);
- // die();
- $month = $this->request->getPost('statement_month');
- $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
- $this->myLogger->logme("error", '{file_id} statement uploaded success', ['file_id' => $file_id]);
-
- //validate file
- $validation_result = $this->validateInsurerStatement(['file_id' => $file_id]);
- //update file content to DB
- if ($validation_result['status']) {
- $this->updateInsurerStatement(['file_id' => $file_id]);
- }
-
- if (!isset($file_id) || !$validation_result['status']) {
- return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'file not uploaded', 'error_data' => $validation_result['error_data'], 'error_code' => $validation_result['error_code']], 200);
- }
-
- if (isset($file_id) || $validation_result['status']) {
- $this->insurerStatements->where('id', $file_id)->set(['invoice_status' => 'pending'])->update();
- }
-
-
-
- return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => 'file upload success'], 200);
- }
-
- public function createStatementFolder()
- {
- $folderPath = WRITEPATH . 'uploads/statements/';
-
- // Check if the folder doesn't exist
- if (!file_exists($folderPath)) {
- // Create the folder
- if (mkdir($folderPath, 0777, true)) {
- $this->myLogger->logme('error', 'statement upload folder created successfully');
-
- // Set permissions to a+rwx (read, write, execute for all)
- chmod($folderPath, 0777);
- $this->myLogger->logme('error', 'Permissions set to a+rwx.');
- } else {
- // echo "Failed to create folder.";
- $this->myLogger->logme('error', 'Failed to create statement upload folder.');
- }
- } else {
- $this->myLogger->logme('error', 'upload folder exists.');
+ if (!$this->validate($rules)) {
+ return $this->response->setStatusCode(400)->setJSON([
+ 'status' => false,
+ 'message' => 'Input validation failed',
+ 'code' => 400,
+ 'errors' => $this->validator->getErrors()
+ ]);
}
}
- public function validateInsurerStatementOld($params)
- {
- helper('excel_util_helper');
+ $uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
+
+ $uploadData = [];
+
+ foreach ($docs_name as $key => $docName) {
+
+ // Get the corresponding file for this document name
+ $file = $files['file'][$key];
+
+ if (!empty($docName) && $file->isValid() && !$file->hasMoved()) {
+
+ // Upload the file
+ $uploadedFileName = file_Upload_for_lead($file, $uploadFilePath);
+
+ if ($uploadedFileName) {
+ // Prepare data for each document upload
+ $docData = [
+ 'pt_id' => $pt_id,
+ 'doc_name' => $docName,
+ 'file_name' => $uploadedFileName,
+ 'created_by' => get_session_userid(),
+ ];
+
+ // $uploadFilePath = $uploadFilePath . '/' . $uploadedFileName;
+
+ // $GoogleDriveController->uploadFiletoGdrive(client_policy_id: $client_policy_id, doc_type: 'POLICY', file_path: $uploadFilePath, file_name: $uploadedFileName);
+
+ // Insert into database
+ $insert = $this->PTFileModel->insert($docData);
+
+ if ($insert) {
+ $uploadData[] = $docData;
+ }
+ }
+ }
+ }
+
+ if(!empty($docs_name) && !empty($files) && !empty($pt_id) && !$this->request){
+ return true;
+ }
+
+ // print_r($uploadData); die;
+
+ // $uploadData = uploadFilesToGoogleDrive($files['file'], $doc_name, $pt_id);
+
+ if (!empty($uploadData)) {
+
+ $ptFileQuery = $this->PTFileModel
+ ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
+ ->where('pt_files.pt_id', $pt_id)
+ ->where('pt_files.is_active', 1);
+
+ if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
+
+ if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+ $ptFileQuery->where('pt_files.created_by', get_session_userid());
+ }
+ }
+
+ $data['pt_files'] = $ptFileQuery->findAll();
+
+ return $this->respond(['status' => true, 'message' => 'File uploaded successfully in G-Drive', 'data' => $data]);
+ } else {
+ return $this->respond(['status' => false, 'message' => 'Failed to upload file in G-Drive']);
+ }
+ }
+
+ // update Invoice Status
+ public function updateInvoiceStatus()
+ {
+ $ids = $this->request->getPost('ids');
+ $ids = json_decode($ids);
+
+ // var_dump($ids); die;
+
+ $data['invoice_status'] = $this->request->getPost('invoice_status');
+ if ($this->request->getPost('invoice_status') == 'generated') {
+ $data['invoice_no'] = $this->request->getPost('invoice_no');
+ }
+
+
+ $update = $this->policyTransactionModel
+ ->whereIn('id', $ids)
+ ->set($data)
+ ->update();
+
+
+ if ($update) {
+
+ return $this->respond(['status' => true, 'data' => $ids, 'message' => 'Invoice status updated successfully'], 200);
+ } else {
+ return $this->respond(['status' => true, 'data' => $ids, 'message' => 'Failed to update invoice status'], 200);
+ }
+ }
+
+ public function removeCoShareData($id)
+ {
+ $this->myLogger->logme('error', 'PT Co Share Detailes Remove function called');
+
+ $data = [
+ 'updated_by' => get_session_userid(),
+ 'is_active' => 0
+ ];
+
+ $update = $this->PTCOShareDetailsModel->where('id', $id)->set($data)->update();
+
+ if ($update) {
+ return $this->respond(['status' => true, 'code' => 200, 'message' => 'Data removed successfully'], 200);
+ } else {
+ return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to remove data'], 200);
+ }
+ }
+
+ public function getPTCOShareCount($client_id, $client_policy_id)
+ {
+ $totalCount = $this->PTCOShareDetailsModel
+ ->select("
+ pt_co_share_details.*,
+ policy_transaction.bro_payable_by,
+ policy_transaction.cd_ac_pk,
+ (
+ select cd_ac_no
+ from cd_master
+ where id = policy_transaction.cd_ac_pk
+ ) as cd_account_no,
+ (
+ select balance
+ from cash_deposit
+ where cd_ac_pk = policy_transaction.cd_ac_pk
+ and is_active = 1
+ order by id desc
+ limit 1
+ ) as cd_amount,
+ ")
+ ->join('policy_transaction', 'policy_transaction.id = pt_co_share_details.pt_id')
+ ->where('policy_transaction.client_id', $client_id)
+ // ->where('policy_transaction.client_policy_id', $client_policy_id)
+ ->where('policy_transaction.id', $client_policy_id)
+ ->where('policy_transaction.action_type', 'inception')
+ ->where('policy_transaction.is_active', 1)
+ ->findAll();
+
+ $is_copay_yes = $this->policyTransactionModel
+ ->where('client_id', $client_id)
+ // ->where('client_policy_id', $client_policy_id)
+ ->where('id', $client_policy_id)
+ ->where('action_type', 'inception')
+ ->where('is_active', 1)
+ ->first();
+
+ $cd_ac_no = db_connect()->table('cd_master')->where('id', $is_copay_yes['cd_ac_pk'] ?? null)->get()->getRowArray();
+
+ if ($totalCount) {
+ return $this->respond(['status' => true, 'code' => 200, 'data' => $totalCount, 'is_copay_yes' => $is_copay_yes, "cd_master_data" => $cd_ac_no], 200);
+ } else {
+ $insurer_data = $this->clientPolicyModel->where('id', $client_policy_id)->where('is_active', 1)->first();
+ return $this->respond(['status' => false, 'code' => 404, 'message' => 'There is no policy inception data.'], 200);
+ }
+ }
+
+ public function checkInvoiceStatus($pt_id)
+ {
+ $data = $this->policyTransactionModel
+ ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id')
+ ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id')
+ ->where('policy_transaction.id', $pt_id)
+ ->where('policy_transaction.is_active', 1)
+ ->where('pt_co_share_details.is_active', 1)
+ ->where('pt_co_share_details.statement_id IS NOT NULL')
+ ->where('insurer_statements.invoice_no IS NOT NULL')
+ ->countAllResults();
+
+ if ($data) {
+ return $this->respond(['status' => true, 'count' => $data, 'code' => 200], 200);
+ } else {
+ return $this->respond(['status' => false, 'count' => 0, 'message' => 'No Data Found', 'code' => 404], 200);
+ }
+ }
+
+ public function getBasePolicy($client_id, $client_branch_id)
+ {
+ $data = $this->clientPolicyModel
+ ->select('client_policy.*, policy_type.policy_type')
+ ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+ ->where('client_policy.client_id', $client_id)
+ ->where('client_policy.client_branch_id', $client_branch_id)
+ ->whereIn('client_policy.policy_type_id', [2, 3])
+ ->where('client_policy.is_active', 1)
+ ->findAll();
+
+ if ($data) {
+ return $this->respond(['status' => true, 'data' => $data, 'code' => 200], 200);
+ } else {
+ return $this->respond(['status' => false, 'count' => 0, 'message' => 'No Data Found', 'code' => 404], 200);
+ }
+ }
+
+ //---------------------------------------------------------------------------------------------------
+
+ //get BDS Reports data old function
+ public function reportBDSOld()
+ {
+ $data['tab_name'] = 'BDS Report';
+ $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',
+ ];
+
+ $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');
+
+ $start_date = (!isset($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;
+
+
+ //Actual data for the list
+ $data['report_list'] = $this->policyTransactionModel->getBDSReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
+ // dd($data);
+
+ $this->loadLayout('report_bds_filter', $data);
+ }
+
+ //get BDS Reports data New Function
+ public function reportBDS()
+ {
+
+ $data['tab_name'] = 'BDS Report';
+ $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();
+ $data['users'] = $this->userModel->where('is_active', 1)->findAll();
+ $data['policy_count'] = $this->policyTransactionModel->where('is_active', 1)->countAllResults();
+
+
+ //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');
+ $user_id = $this->request->getGet('user_id');
+
+ if ($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;
+ $user_id = (!isset($user_id) || $user_id === '' || $user_id === null) ? 0 : $user_id;
+ if ($this->request->is('post')) {
+ $request_post_data = $this->request->getPost();
+ $sanitized_post_data = sanitizeInputArrayAdvanced($request_post_data);
+ $isFromDashboard = $sanitized_post_data["is_dashboard"];
+
+ if (isset($isFromDashboard) && !empty($isFromDashboard) && $isFromDashboard == 1) {
+ $ids = $sanitized_post_data['ids'];
+
+ $ids = array_filter(explode(',', $ids));
+
+ if (!empty($ids)) {
+ $idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs to be integers
+ $where = "policy_transaction.id IN ($idsStr)";
+ } else {
+ $where = []; // No valid IDs, return empty result
+ }
+ }
+ // dd($ids);
+ }
+ //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, $user_id, isset($where) ? $where : '');
+ // dd($data);
+
+ $this->loadLayout('report_bds_filter', $data);
+ }
+
+ public function reportVarience()
+ {
+ $data['tab_name'] = 'Variance Report';
+ $data['page_name'] = 'Variance Report';
+
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $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();
+ $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',
+ ];
+
+ //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');
+
+
+ $start_date = (!isset($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;
+
+
+ $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, $client_policy_id);
+ // !dd($data['varience_list']);
+ $this->loadLayout('variance_report_list', $data);
+ }
+
+
+ public function reportBusinessList()
+ {
+ $data['tab_name'] = 'Business Report';
+ $data['page_name'] = 'Business Report';
+
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $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();
+ $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',
+ ];
+
+ //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');
+
+ $start_date = (!isset($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;
+
+
+ $data['business_list'] = $this->policyTransactionModel->getBusinessReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
+ $this->loadLayout('business_team_list', $data);
+ }
+
+
+ public function reportFinanceList()
+ {
+ $data['tab_name'] = 'Finance Report';
+ $data['page_name'] = 'Finance Report';
+
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $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();
+ $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',
+ ];
+
+ //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');
+
+ $start_date = (!isset($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;
+
+
+
+ $data['finance_list'] = $this->policyTransactionModel->getFinanceReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
+ $this->loadLayout('finance_team_list', $data);
+ }
+
+ public function reportOutstanding()
+ {
+ $data['tab_name'] = 'Outstanding Report';
+ $data['page_name'] = 'Outstanding Report';
+
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $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();
+ $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',
+ ];
+
+ //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');
+ $insurer_branch_id = $this->request->getGet('insurer_branch_id');
+
+ $start_date = (!isset($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]);
+
+
+ $insurer_id = (!isset($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;
+
+ $data['outstanting_list'] = $this->policyTransactionModel->getOutstandingReportLIst($start_date, $end_date, $insurer_id, $insurer_branch_id);
+ // dd($this->policyTransactionModel->getLastQuery());
+ // dd($data);
+ $this->loadLayout('outstanding_report_list', $data);
+ }
+
+ //---------------------------------------------------------------------------------------------------
+
+ //insurer statement list page
+ public function statementList()
+ {
+ // dd($this->updateInsurerStatement(['file_id' => 133])); // for check validateInsurerStatementfunction with hard coded file id always un command
+ $data['insurers'] = $this->insurerModel->where('is_active',1)->findAll();
+ $today = date('Y-m-d');
+ $fromday = $from_date = date('Y-m-d', strtotime('-180 days', strtotime($today)));
+ // echo $fromday;die();
+ $data['invoice_status_array'] = $this->invoiceStatus;
+ $data['insurers'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+
+ // dd( $data['insurers']);
+ $data['insurer_statement_list'] = $this->insurerStatements
+ ->select(
+ 'insurer_statements.*,
+ insurers.name AS insurer_name,
+ insurers.short_name,
+ user_profiles.first_name,
+ insurer_branch.branch_code,
+ (SELECT SUM(pt_co_share_details.exp_amt)
+ FROM pt_co_share_details
+ 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)
+ FROM inv_payment_details
+ WHERE inv_payment_details.is_active = 1
+ AND inv_payment_details.statement_id = insurer_statements.id
+ ) AS received_inv_amt'
+ )
+ ->join('insurers', 'insurer_statements.insurer_id = insurers.id')
+ ->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
+ ->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
+ ->where('insurer_statements.is_active', 1)
+ ->where('insurers.is_active', 1)
+ ->where('insurer_branch.is_active', 1)
+ // ->where('insurer_statements.file_status','success')
+ ->where('date(insurer_statements.created_at) >= ', $from_date)
+ ->where('date(insurer_statements.created_at) <= ', $today)
+ ->orderBy('insurer_statements.id', 'DESC')
+ ->findAll();
+
+ // dd( $this->insurerStatements->getLastQuery());
+ $data['tab_name'] = 'Statement Upload';
+ $data['page_name'] = 'Statement Upload';
+
+ $this->loadLayout('insurer_statement_list', $data);
+ }
+
+ // public function failedStatementList(){
+ // $today = date('Y-m-d');
+ // $fromday = $from_date = date('Y-m-d', strtotime('-180 days', strtotime($today)));
+ // // echo $fromday;die();
+ // $data['invoice_status_array'] = $this->invoiceStatus;
+ // $data['insurers'] = $this->insurerBranchModel ->getInsurerBranchesWithInsurerNames();
+
+ // // dd( $data['insurers']);
+ // $data['insurer_statement_list'] = $this->insurerStatements
+ // ->select('insurer_statements.*,
+ // insurers.name AS insurer_name,
+ // insurers.short_name,
+ // user_profiles.first_name,
+ // insurer_branch.branch_code,
+ // (SELECT SUM(pt_co_share_details.exp_amt)
+ // FROM pt_co_share_details
+ // 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)
+ // FROM inv_payment_details
+ // WHERE inv_payment_details.is_active = 1
+ // AND inv_payment_details.statement_id = insurer_statements.id
+ // ) AS received_inv_amt'
+ // )
+ // ->join('insurers', 'insurer_statements.insurer_id = insurers.id')
+ // ->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
+ // ->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
+ // ->where('insurer_statements.is_active', 1)
+ // ->where('insurer_statements.file_status','failed')
+ // ->where('date(insurer_statements.created_at) >= ', $from_date)
+ // ->where('date(insurer_statements.created_at) <= ', $today)
+ // ->orderBy('insurer_statements.id', 'DESC')
+ // ->findAll();
+ // if($data['insurer_statement_list']){
+ // return $this->respond(['status' => true, 'code' => 200,'data'=>$data ], 200);
+ // }else{
+ // return $this->respond(['status'=>false,'message'=>'Data Not Fount'],404);
+ // }
+
+ // }
+
+ public function uploadInsurerStatement()
+ {
+
+ //validate uploaded file
+ $filename = '';
+ $validated = $this->validate([
+ 'statement' => [
+ 'uploaded[statement]',
+ 'mime_in[statement,application/vnd.ms-excel,application/vnd,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.oasis.opendocument.spreadsheet]',
+ 'max_size[statement,16384]',
+ ],
+ ]);
+ // $this->createStatementFolder();
+ if ($validated) {
+ $avatar = $this->request->getFile('statement');
+ if (!$avatar) {
+ $this->myLogger->logme("error", 'Statement File not found');
+ return $this->respond(['dataStatus' => false, 'code' => 400, 'message' => 'File not found'], 400);
+ }
+
+ $is_moved = $avatar->move(WRITEPATH . 'uploads/statements/');
+ if ($is_moved) {
+ $filename = $avatar->getName();
+ // Handle successful upload, e.g., log success or further processing
+ $this->myLogger->logme("error", 'Statement File moved successful');
+ } else {
+ $this->myLogger->logme("error", 'Statement File move failed');
+ return $this->respond(['dataStatus' => false, 'code' => 500, 'message' => 'File move failed'], 500);
+ }
+ } else {
+ $this->myLogger->logme("error", 'Statement Upload failed Invalid file');
+ return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'Invalid file'], 404);
+ }
+
+ //process post variable entry in file table
+ $loggedInUserID = get_session_userid();
+ // dd($loggedInUserID);
+ // $loggedInUserID = 8;
+
+ $insurer = $this->request->getPost('insurer');
+
+ $insurer_id = explode('-', $insurer)[0];
+ $branch_id = explode('-', $insurer)[1];
+ // print_r($insurer_id);
+ // print_r($branch_id);
+ // die();
+ $month = $this->request->getPost('statement_month');
+ $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
+ $this->myLogger->logme("error", '{file_id} statement uploaded success', ['file_id' => $file_id]);
+
+ //validate file
+ $validation_result = $this->validateInsurerStatement(['file_id' => $file_id]);
+ //update file content to DB
+ if ($validation_result['status']) {
+ $this->updateInsurerStatement(['file_id' => $file_id]);
+ }
+
+ if (!isset($file_id) || !$validation_result['status']) {
+ return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'file not uploaded', 'error_data' => $validation_result['error_data'], 'error_code' => $validation_result['error_code']], 200);
+ }
+
+ if (isset($file_id) || $validation_result['status']) {
+ $this->insurerStatements->where('id', $file_id)->set(['invoice_status' => 'pending'])->update();
+ }
+
+
+
+ return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => 'file upload success'], 200);
+ }
+
+ public function createStatementFolder()
+ {
+ $folderPath = WRITEPATH . 'uploads/statements/';
+
+ // Check if the folder doesn't exist
+ if (!file_exists($folderPath)) {
+ // Create the folder
+ if (mkdir($folderPath, 0777, true)) {
+ $this->myLogger->logme('error', 'statement upload folder created successfully');
+
+ // Set permissions to a+rwx (read, write, execute for all)
+ chmod($folderPath, 0777);
+ $this->myLogger->logme('error', 'Permissions set to a+rwx.');
+ } else {
+ // echo "Failed to create folder.";
+ $this->myLogger->logme('error', 'Failed to create statement upload folder.');
+ }
+ } else {
+ $this->myLogger->logme('error', 'upload folder exists.');
+ }
+ }
+
+ public function validateInsurerStatementOld($params)
+ {
+ helper('excel_util_helper');
+ //get file info
+ $file_id = $params['file_id'];
+ $file = $this->insurerStatements->find((int)$file_id);
+ // dd($file);
+ $date = new \DateTime($file['month']);
+
+ $month = $date->format('m');
+ $year = $date->format('Y');
+
+ $error_data = ['error_code' => '', 'error_data' => []];
+ $status = 'success';
+ $ret_status = true;
+ // dd($month.'-'.$year);
+ $return = [];
+ if (!isset($file)) {
+ //file not found in DB
+ return array('status' => false, 'msg' => 'statement file not found in DB');
+ }
+ $file_name_with_path = WRITEPATH . "/uploads/statements/" . $file['file_name'];
+
+ //check physical file
+ if (!file_exists($file_name_with_path)) {
+ //file not found update status and reason
+ $message = "Physcial file not found";
+ // echo $message;
+ $this->myLogger->logme('error', ($message . ' for statement file id ' . $file_id));
+ $this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed', 'reason' => json_encode(['error_code' => 0, 'error_data' => $message])])->update();
+ return array('status' => false, 'error_code' => 0); //0 - Physcial file not found
+ }
+
+ //get excel data to php array
+ $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
+ $sheet = $spreadsheet->getActiveSheet();
+
+ $highestRowAndColumn = $sheet->getHighestRowAndColumn();
+ // dd($highestRowAndColumn);
+ $excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
+ unset($excel_data[0]);
+ $excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
+ // Kint::dump($excel_data); // die();
+ //get no of line items and update in DB
+ $line_items = 0;
+ // get uploaded month transactions data
+ $source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(insurer_id: $file['insurer_id'], insurer_branch_id: $file['branch_id']);
+ // var_dump($source_data);die();
+ // Kint::dump($source_data);die();
+
+
+ // check policy no,insurer and etc in DB for this month
+ // if all good return true, otherwise return false with messssage
+ foreach ($excel_data as $excel_key => $excel_row) {
+ $is_row_empty = check_row_is_empty_or_null($excel_row);
+
+ if (!$is_row_empty) {
+
+ // $excel_row = ExcelSanitizeHelper::sanitizeArrayData($excel_row);
+ $is_source_found = 0;
+ // Kint::dump($excel_key,$excel_row[1],$excel_row[2]);
+ // $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]); //policy_start_date from excel
+ // $policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]); //policy_end_date from excel
+
+ $policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]); //policy_end_date from excel
+ $policy_no = preg_replace( '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[1]); //policy_end_date from excel
+
+ // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
+
+ $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]??''); //policy_end_date from excel
+ $endorsement_no = preg_replace( '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[2]??''); //policy_end_date from excel
+
+ // Kint::dump($excel_key,$policy_no,$endorsement_no,$policy_start_date,$policy_end_date);//die();
+ foreach ($source_data as $source_key => $source_row) {
+ $source_endorsement_no = $source_row['endorsement_no'] !== null ? $source_row['endorsement_no'] : null;
+ // Kint::dump($source_row, $source_endorsement_no, $policy_no, $endorsement_no);
+
+ // if (($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[$source_key]);
+ // continue 2;
+ // }
+
+ if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no)
+ {
+ $is_source_found = 1;
+ $line_items = $line_items + 1;
+ unset($source_data[$source_key]);
+ continue 2;
+ }
+ }
+
+ if ($is_source_found == 0) {
+ // echo $excel_key.'-'.$excel_row[1] . '- not found
';
+ $error_data['error_code'] = 1; //match not found
+ // $error_data['error_data'] = ($error_data['error_data'] ?? []);
+ $error_data['error_data'] = array_merge($error_data['error_data'], [$excel_row[0]]); //match not found
+ }
+ }
+ }
+
+ // dd($error_data);
+
+ if ($error_data['error_code']) {
+ $status = 'failed';
+ $ret_status = false;
+ }
+ //update in DB
+ $this->insurerStatements->where('id', $file_id)->set(['line_items' => $line_items, 'file_status' => $status, 'reason' => json_encode($error_data)])->update();
+ return array('status' => $ret_status, 'error_code' => $error_data['error_code'], 'error_data' => $error_data['error_data']);
+ }
+
+ public function validateInsurerStatement($params)
+ {
+ helper('excel_util_helper');
+
+ $file_id = $params['file_id'];
+
+ try {
+
//get file info
- $file_id = $params['file_id'];
$file = $this->insurerStatements->find((int)$file_id);
// dd($file);
+
$date = new \DateTime($file['month']);
$month = $date->format('m');
@@ -4065,10 +4212,11 @@
$error_data = ['error_code' => '', 'error_data' => []];
$status = 'success';
$ret_status = true;
- // dd($month.'-'.$year);
+
$return = [];
if (!isset($file)) {
//file not found in DB
+ $this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed', 'reason' => json_encode(['error_code' => 0, 'error_data' => 'statement file not found in DB'])])->update();
return array('status' => false, 'msg' => 'statement file not found in DB');
}
$file_name_with_path = WRITEPATH . "/uploads/statements/" . $file['file_name'];
@@ -4080,1943 +4228,1823 @@
// echo $message;
$this->myLogger->logme('error', ($message . ' for statement file id ' . $file_id));
$this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed', 'reason' => json_encode(['error_code' => 0, 'error_data' => $message])])->update();
- return array('status' => false, 'error_code' => 0); //0 - Physcial file not found
+ return array('status' => false, 'error_code' => 0, 'error_data' => $message); //0 - Physcial file not found
}
//get excel data to php array
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
$sheet = $spreadsheet->getActiveSheet();
- $highestRowAndColumn = $sheet->getHighestRowAndColumn();
- // dd($highestRowAndColumn);
- $excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
+ $highestRow = $sheet->getHighestRow();
+ $highestColumn = $sheet->getHighestColumn();
+
+ $excel_data = $sheet->rangeToArray('A1:' . $highestColumn . $highestRow);
unset($excel_data[0]);
$excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
- // Kint::dump($excel_data); // die();
+ // dd($excel_data);
+
//get no of line items and update in DB
$line_items = 0;
+
// get uploaded month transactions data
$source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(insurer_id: $file['insurer_id'], insurer_branch_id: $file['branch_id']);
- // var_dump($source_data);die();
- // Kint::dump($source_data);die();
-
+ // dd($source_data);
// check policy no,insurer and etc in DB for this month
// if all good return true, otherwise return false with messssage
+ $matched_entry = [];
+ $error_messages = []; // row-wise error storage
+
foreach ($excel_data as $excel_key => $excel_row) {
+
+ $row_number = $excel_key;
$is_row_empty = check_row_is_empty_or_null($excel_row);
+ $policy_source_found = 0;
+ $endorsement_source_found = 0;
+ $dublicate_found = 0;
if (!$is_row_empty) {
- // $excel_row = ExcelSanitizeHelper::sanitizeArrayData($excel_row);
- $is_source_found = 0;
- // Kint::dump($excel_key,$excel_row[1],$excel_row[2]);
- // $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]); //policy_start_date from excel
- // $policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]); //policy_end_date from excel
-
- $policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]); //policy_end_date from excel
- $policy_no = preg_replace( '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[1]); //policy_end_date from excel
-
- // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
-
- $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]??''); //policy_end_date from excel
- $endorsement_no = preg_replace( '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[2]??''); //policy_end_date from excel
+ $policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]); //policy_number from excel
+ $policy_no = preg_replace('/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[1]); //policy_number from excel
+
+ $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2] ?? ''); //endorsement number from excel
+ $endorsement_no = preg_replace('/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[2] ?? ''); //endorsement number from excel
- // Kint::dump($excel_key,$policy_no,$endorsement_no,$policy_start_date,$policy_end_date);//die();
foreach ($source_data as $source_key => $source_row) {
+
$source_endorsement_no = $source_row['endorsement_no'] !== null ? $source_row['endorsement_no'] : null;
- // Kint::dump($source_row, $source_endorsement_no, $policy_no, $endorsement_no);
+
+ if (($policy_no == $source_row['policy_no']) ){
+ $policy_source_found = 1;
+ }
- // if (($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[$source_key]);
- // continue 2;
- // }
-
- if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no)
- {
- $is_source_found = 1;
+ if( $endorsement_no == $source_endorsement_no) {
+ $endorsement_source_found = 1;
+ }
+
+ // Duplicate check
+ if (isset($matched_entry[$policy_no . '|' . $endorsement_no])) {
+ $dublicate_found = 1;
+ continue 2;
+ }
+
+ if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no) {
$line_items = $line_items + 1;
+ $matched_entry[] = $policy_no . '|' . $endorsement_no;
unset($source_data[$source_key]);
continue 2;
}
}
- if ($is_source_found == 0) {
- // echo $excel_key.'-'.$excel_row[1] . '- not found
';
- $error_data['error_code'] = 1; //match not found
- // $error_data['error_data'] = ($error_data['error_data'] ?? []);
- $error_data['error_data'] = array_merge($error_data['error_data'], [$excel_row[0]]); //match not found
+ // Policy number mismatch
+ if ($policy_source_found == 0) {
+ $error_messages[$row_number]['policy_no_mismatch'] =
+ "Policy number ({$policy_no}) not in NHance.";
+ }
+
+ // Endorsement number mismatch
+ if (!empty($endorsement_no) && $endorsement_source_found == 0) {
+ $error_messages[$row_number]['endorsement_no_mismatch'] =
+ "Endorsement number ({$endorsement_no}) not in NHance.";
+ }
+
+ // Duplicate check
+ if ($dublicate_found == 1) {
+ $error_messages[$row_number]['duplicate'] =
+ "Duplicate entry found. This policy and endorsement ({$policy_no} '|' {$endorsement_no}) combination has already been matched.";
}
}
+
}
+ // print_rr($error_messages);die;
- // dd($error_data);
-
- if ($error_data['error_code']) {
+ if (!empty($error_messages)) {
+ $error_data['error_code'] = 2;
+ $error_data['error_data'] = $error_messages;
$status = 'failed';
$ret_status = false;
}
+
//update in DB
$this->insurerStatements->where('id', $file_id)->set(['line_items' => $line_items, 'file_status' => $status, 'reason' => json_encode($error_data)])->update();
return array('status' => $ret_status, 'error_code' => $error_data['error_code'], 'error_data' => $error_data['error_data']);
+ } catch (\Throwable $th) {
+
+ $errorData = [
+ 'message' => $th->getMessage(),
+ 'file' => $th->getFile(),
+ 'line' => $th->getLine(),
+ 'code' => $th->getCode(),
+ 'trace' => $th->getTraceAsString(),
+ 'trace_array' => $th->getTrace(), // full array version (optional)
+ 'function' => $th->getTrace()[0]['function'] ?? null,
+ 'class' => $th->getTrace()[0]['class'] ?? null,
+ ];
+
+ $this->myLogger->logme("error", "POLICY-TRANSACTION-CONTROLLER - validateInsurerStatement: Exception: " . json_encode($errorData ?? []));
+ $this->insurerStatements->where('id', $file_id)->set(['line_items' => 0, 'file_status' => 'failed', 'reason' => json_encode($errorData)])->update();
+ return array('status' => false, 'error_code' => [], 'error_data' => $errorData);
+ }
+ }
+
+
+ public function updateInsurerStatement($params)
+ {
+ helper('excel_util_helper');
+ //get file info
+ $file_id = $params['file_id'];
+ $file = $this->insurerStatements->find((int)$file_id);
+ // dd($file);
+ $date = new \DateTime($file['month']);
+
+ $month = $date->format('m');
+ $year = $date->format('Y');
+
+ $error_data = ['error_code' => '', 'error_data' => []];
+ $status = 'success';
+ $ret_status = true;
+ // dd($month.'-'.$year);
+ $return = [];
+ if (!isset($file)) {
+ //file not found in DB
+ return array('status' => false, 'msg' => 'statement file not found in DB');
+ }
+ $file_name_with_path = WRITEPATH . "/uploads/statements/" . $file['file_name'];
+
+ //check physical file
+ if (!file_exists($file_name_with_path)) {
+ //file not found update status and reason
+ $message = "Physcial file not found";
+ // echo $message;
+ $this->myLogger->logme('error', ($message . ' for statement file id ' . $file_id));
+ $this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed', 'reason' => json_encode(['error_code' => 0, 'error_data' => $message])])->update();
+ return array('status' => false, 'error_code' => 0); //0 - Physcial file not found
}
- public function validateInsurerStatement($params)
- {
- helper('excel_util_helper');
+ //get excel data to php array
+ $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
+ $sheet = $spreadsheet->getActiveSheet();
- $file_id = $params['file_id'];
+ $highestRowAndColumn = $sheet->getHighestRowAndColumn();
+ // dd($highestRowAndColumn);
+ $excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
+ unset($excel_data[0]);
+ $excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
+ // dd($excel_data);
+ //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: $file['branch_id']);
+ // Kint::dump($source_data);//die;
+ // Kint::dump($excel_data);
+ // die;
+ // check policy no,insurer and etc in DB for this month
+ // if all good return true, otherwise return false with messssage
+ $data_to_update = [];
+ try{
+ foreach ($excel_data as $excel_key => $excel_row) {
+ $is_row_empty = check_row_is_empty_or_null($excel_row);
+ if (!$is_row_empty) {
+
+ $is_source_found = 0;
+ // $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]); //policy_start_date from excel
+ // $policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]); //policy_end_date from excel
+ $policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]); //policy_end_date from excel
+ $policy_no = preg_replace('/[\x{200C}\x{200B}]/u', '', $excel_row[1]); //
+ // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
+ $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]); //policy_end_date from excel
+
+ foreach ($source_data as $source_key => $source_row) {
+ // Kint::dump(change_date_format($excel_row[3],'d-m-Y','Y-m-d'));
+ $source_endorsement_no = $source_row['endorsement_no'] !== null ? $source_row['endorsement_no'] : null;
+ // if (($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 == $source_row['client_name']) {
+ if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no) {
+ $is_source_found = 1;
+
+ //calculate percentage first
+ $total_amt = 0;
+
+ // $actual_bp_per = trim($excel_row[9]); //commented becoz this filed removed tfrom excel file
+ $actual_bp_per = 0; //set default value 0 for maintaining existing code flow
+ $actual_bp_brokerage = (int) trim($excel_row[5]);
+ $actual_bp_amt = (int) trim($excel_row[3]);
+
+ if (($actual_bp_brokerage && $actual_bp_brokerage != 0 && $actual_bp_brokerage != "")) {
+ $total_amt += $actual_bp_brokerage;
+ //percentage reverse calculation
+ if (($actual_bp_per == 0 || $actual_bp_per == 0) && !empty($actual_bp_amt)) {
+ $actual_bp_per = (int) round(($actual_bp_brokerage / $actual_bp_amt) * 100, 2);
+ }
+ } else {
+ $actual_bp_brokerage = $actual_bp_amt * ($actual_bp_per / 100);
+ $total_amt += $actual_bp_brokerage;
+ }
+
+ // $actual_tp_per = trim($excel_row[10]);//commented becoz this filed removed tfrom excel file
+ $actual_tp_per = 0;//set default value 0 for maintaining existing code flow
+ $actual_tp_brokerage = (int) trim($excel_row[6]);
+ $actual_tp_amt = (int) trim($excel_row[4]);
+
+ if ($actual_tp_brokerage && $actual_tp_brokerage != 0 && $actual_tp_brokerage != "") {
+ $total_amt += $actual_tp_brokerage;
+ //percentage reverse calculation
+ if (($actual_tp_per == 0 || $actual_tp_per == "") && !empty($actual_tp_amt)) {
+ $actual_tp_per = (int) round(($actual_tp_brokerage / $actual_tp_amt) * 100, 2);
+ }
+ } else {
+ $actual_tp_brokerage = $actual_tp_amt * ($actual_tp_per / 100);
+ $total_amt += $actual_tp_brokerage;
+ }
+
+ // $actual_tep_per = trim($excel_row[11]);
+ // $actual_tep_brokerage = trim($excel_row[14]);
+ // $actual_tep_amt = trim($excel_row[8]);
+
+ $actual_tep_per = 0;
+ $actual_tep_brokerage = 0;
+ $actual_tep_amt = 0;
+
+ if ($actual_tep_brokerage && $actual_tep_brokerage != 0 && $actual_tep_brokerage != "") {
+ $total_amt += $actual_tep_brokerage;
+ //percentage reverse calculation
+ if (($actual_tep_per == 0 || $actual_tep_per == "") && !empty($actual_tep_amt)) {
+ $actual_tep_per = ($actual_tep_brokerage / $actual_tep_amt) * 100;
+ }
+ } else {
+ $actual_tep_brokerage = $actual_tep_amt * ($actual_tep_per / 100);
+ $total_amt += $actual_tep_brokerage;
+ }
+
+ //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[7]), 'statement_id' => $file_id];
+
+ unset($source_data[$source_key]);
+ continue 2;
+ }
+ }
+ }
+ }
+ }catch (\Throwable $th) {
+
+ $this->myLogger->logme("error", "REST-AUTH-CONTROLLER - updateInsurerStatement: Exception: " . $th->getMessage() . " --- Line: " . $th->getLine() . " --- Trace: " . $th->getTraceAsString());
+ $errorData = [
+ 'message' => $th->getMessage(),
+ 'file' => $th->getFile(),
+ 'line' => $th->getLine(),
+ 'code' => $th->getCode(),
+ 'trace' => $th->getTraceAsString(),
+ 'trace_array' => $th->getTrace(), // full array version (optional)
+ 'function' => $th->getTrace()[0]['function'] ?? null,
+ 'class' => $th->getTrace()[0]['class'] ?? null,
+ ];
+ return ['status' => 'failed', 'code' => 500, 'message' => $th->getMessage(), 'error_data' => $errorData];
+ }
+ // dd($data_to_update);
+ $this->coShareStmtDetailsModel->insertBatch($data_to_update, 'id');
+ // dd($data_to_update);
+ // if($error_data['error_code'])
+ // {
+ // $status = 'failed';
+ // $ret_status = false;
+ // }
+ //update in DB
+ $this->insurerStatements->where('id', $file_id)->set(['file_status' => $status, 'reason' => json_encode($error_data), 'invoice_status' => 'pending'])->update();
+ return array('status' => $ret_status, 'error_code' => $error_data['error_code'], 'error_data' => $error_data['error_data']);
+ }
+
+ public function getInvoicePaymentDetails()
+ {
+ $statement_id = $this->request->getUri()->getSegment(4);
+
+ $inv_details = $this->insurerStatements->find((int)$statement_id);
+ $inv_payment_details = $this->invPaymentDetailsModel
+ ->where('statement_id', $statement_id)
+ ->where('is_active', 1)
+ ->get()
+ ->getResultArray();
+ if (!$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' => $inv_details['invoice_status'],
+ 'gst_per' => isset($inv_details['gst_per']) ? $inv_details['gst_per'] : 18,
+ '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
+ ];
+ $data['payments'] = $inv_payment_details;
+ return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $data], 200);
+ }
+
+ public function saveInvoicePaymentDetails()
+ {
+ $jsonData = $this->request->getJSON();
+ $jsonData = (array)$jsonData;
+ // echo 'Hi';
+ // print_r($jsonData);die();
+
+ $invoiceStatus = $jsonData['invoice_status'];
+ $hiddenStatementId = $jsonData['hidden_statement_id'];
+ $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 = [
+ 'invoice_status' => $invoiceStatus,
+ '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()
+ ];
+
+
+
+ $this->insurerStatements->update($hiddenStatementId, $parentData);
+
+ // Process child data
+ $receivedAmounts = $jsonData['received_amount'];
+ $utrNos = $jsonData['utr_no'];
+ $tdsTotal = $jsonData['tds'];
+ $gstTotal = $jsonData['gst_amount'];
+ $paymentDates = $jsonData['payment_date'];
+ $pks = $jsonData['pk'];
+
+ foreach ($receivedAmounts as $index => $receivedAmount) {
+ $pk = $pks[$index]; // Get the pk for the current record
+ $utrNo = $utrNos[$index];
+ $tds = $tdsTotal[$index];
+ $gst = $gstTotal[$index];
+ $paymentDate = $paymentDates[$index];
+
+ if($utrNo == "" && $tds == "" && $gst == "" && $receivedAmount == "")
+ {
+ continue;
+ }
+ // Prepare data for insert/update
+ $childData = [
+ 'inv_amt' => $receivedAmount,
+ 'utr_no' => $utrNo,
+ 'tds' => $tds,
+ 'gst' => $gst,
+ 'received_date' => change_date_format($paymentDate, 'd/m/Y', 'Y-m-d'),
+ 'statement_id' => $hiddenStatementId
+ ];
+ if ($pk) {
+ $childData['updated_by'] = get_session_userid();
+ $childData['id'] = (int)$pk;
+ } else {
+ $childData['created_by'] = get_session_userid();
+ }
+ // print_r($childData);
+ // Insert or update
+ $this->invPaymentDetailsModel->save($childData);
+ // print_r($this->invPaymentDetailsModel->errors());
+
+ }
+
+ return $this->respond(['dataStatus' => true, 'code' => 200], 200);
+ //return $this->response->setJSON(['dataStatus' => 'true']);
+ }
+
+ public function deletePaymentEntry()
+ {
+ $payment_id = $this->request->getUri()->getSegment(4);
+ //echo $payment_id;
+ $this->invPaymentDetailsModel->update($payment_id, ['is_active' => 0]);
+ return $this->respond(['dataStatus' => true, 'code' => 200], 200);
+ }
+
+ public function downloadSampleInsurerStatement()
+ {
+
+ $filePath = ROOTPATH . 'public/sample_excel/insurer_stament_sample.xlsx';
+ // Check if the file exists
+ if (file_exists($filePath)) {
+
+ // Set the appropriate MIME type
+ $mimeType = mime_content_type($filePath);
+
+ // Send the file to the client for download
+ return $this->response->download($filePath, null, $mimeType);
+ } else {
+ // File not found, show an error message or redirect
+ echo view('errors/html/production');
+ }
+ }
+
+ public function getFileErr()
+ {
+ $file_id = $this->request->getUri()->getSegment(4);
+ $file = $this->insurerStatements->find((int)$file_id);
+ return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $file['reason']], 200);
+ }
+
+ public function dmsSearch()
+ {
+ // echo 'scbsc';die();
+ if ($this->request->is('post')) {
+ // $jsonData = (array)$this->request->getJSON();
+ $request_data = $this->request->getPost();
+ $data = sanitizeInputArrayAdvanced($request_data);
+ $customer_id = $data['customer_id'];
+ $policy_id = $data['policy_id'];
+ $cus_doc_name = $data['cus_doc_name'];
+ $policy_doc_name = $data['policy_doc_name'];
+ $pt_files = [];
+ $kyc_files = [];
+ $batch_files = [];
+ $files = [];
+ // print_r($jsonData);die();
+ if ($policy_id != "") {
+ //get policy docs from policy transation related tables
+ $pt_files = $this->PTFileModel->getPolicyDriveFilesIndex($policy_id, $policy_doc_name);
+ $batch_files = $this->batchFileModel->getBatchFilesDataForDocumentSearch($policy_id, $policy_doc_name);
+ $files = $this->filesModel->getFilesDataForDocumentSearch($policy_id, $policy_doc_name);
+ // dd($files);
+ // dd($this->PTFileModel->getLastQuery());
+ // ~dd($pt_files);
+ }
+ if ($customer_id != "") {
+ $kyc_files = $this->clientKYCDocsModel->getClientKYCDriveFilesIndex($customer_id, $cus_doc_name);
+ // dd($this->clientKYCDocsModel->getLastQuery());
+ // !dd($kyc_files);
+ }
+
+ $data['files'] = array_merge($pt_files, $kyc_files, $batch_files, $files);
+ // dd($data['files']);
+ }
+ $data['tab_name'] = 'Documents Search';
+ $data['page_name'] = 'Documents';
+
+ $data['customers'] = $this->clientModel->select('id,client_name,short_name as display_value')->where('is_active', 1)->get()->getResultarray();
+ $data['policies'] = $this->clientPolicyModel->select("client_policy.id,client_policy.policy_no,policy_type.policy_type,concat(policy_type.policy_type,' - ',client_policy.policy_no) as display_value")
+ ->join('policy_type', 'client_policy.policy_type_id = policy_type.id')
+ ->where('client_policy.is_active', 1)->get()->getResultarray();
+ // dd($data);
+ $this->loadLayout('dms_search', $data);
+ }
+
+ //---------------------------------------------------------------------------------------------------
+
+ public function getCoShareStatementDetails($pt_id)
+ {
+ if (!$pt_id) {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 400,
+ 'message' => 'No data found'
+ ], 200);
+ }
+
+ // 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' => $pt_id
+ ])
+ ->get()
+ ->getResultArray();
+
+ // Check if data exists before formatting
+ if ($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;
+ }
+
+ 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_pk', $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' => $base_premium,
+ 'cd_ac_no' => $cd_ac_no,
+ '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);
+ }
+
+ public function getInsurerStatementMonth()
+ {
+ $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;
+
+ $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();
+
+ return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $res_data], 200);
+ }
+
+ public function deleteStatement($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);
+ }
+
+ public function sendInstallmentRemainderMail()
+ {
+
+ $this->myLogger->logme("error", "Cron Job For Send Installment Remainder Mail Started");
+
+ try {
try {
- //get file info
- $file = $this->insurerStatements->find((int)$file_id);
- // dd($file);
+ $bdsInstallmentData = $this->BdsPlacementModel->getClientInstallmentDetails();
+ } catch (Exception $e) {
- $date = new \DateTime($file['month']);
-
- $month = $date->format('m');
- $year = $date->format('Y');
-
- $error_data = ['error_code' => '', 'error_data' => []];
- $status = 'success';
- $ret_status = true;
-
- $return = [];
- if (!isset($file)) {
- //file not found in DB
- $this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed', 'reason' => json_encode(['error_code' => 0, 'error_data' => 'statement file not found in DB'])])->update();
- return array('status' => false, 'msg' => 'statement file not found in DB');
- }
- $file_name_with_path = WRITEPATH . "/uploads/statements/" . $file['file_name'];
-
- //check physical file
- if (!file_exists($file_name_with_path)) {
- //file not found update status and reason
- $message = "Physcial file not found";
- // echo $message;
- $this->myLogger->logme('error', ($message . ' for statement file id ' . $file_id));
- $this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed', 'reason' => json_encode(['error_code' => 0, 'error_data' => $message])])->update();
- return array('status' => false, 'error_code' => 0, 'error_data' => $message); //0 - Physcial file not found
- }
-
- //get excel data to php array
- $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
- $sheet = $spreadsheet->getActiveSheet();
-
- $highestRow = $sheet->getHighestRow();
- $highestColumn = $sheet->getHighestColumn();
-
- $excel_data = $sheet->rangeToArray('A1:' . $highestColumn . $highestRow);
- unset($excel_data[0]);
- $excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
- // dd($excel_data);
-
- //get no of line items and update in DB
- $line_items = 0;
-
- // get uploaded month transactions data
- $source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(insurer_id: $file['insurer_id'], insurer_branch_id: $file['branch_id']);
- // dd($source_data);
-
- // check policy no,insurer and etc in DB for this month
- // if all good return true, otherwise return false with messssage
- $matched_entry = [];
- $error_messages = []; // row-wise error storage
-
- foreach ($excel_data as $excel_key => $excel_row) {
-
- $row_number = $excel_key;
- $is_row_empty = check_row_is_empty_or_null($excel_row);
- $policy_source_found = 0;
- $endorsement_source_found = 0;
- $dublicate_found = 0;
-
- if (!$is_row_empty) {
-
- $policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]); //policy_number from excel
- $policy_no = preg_replace('/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[1]); //policy_number from excel
-
- $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2] ?? ''); //endorsement number from excel
- $endorsement_no = preg_replace('/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[2] ?? ''); //endorsement number from excel
-
- foreach ($source_data as $source_key => $source_row) {
-
- $source_endorsement_no = $source_row['endorsement_no'] !== null ? $source_row['endorsement_no'] : null;
-
- if (($policy_no == $source_row['policy_no']) ){
- $policy_source_found = 1;
- }
-
- if( $endorsement_no == $source_endorsement_no) {
- $endorsement_source_found = 1;
- }
-
- // Duplicate check
- if (isset($matched_entry[$policy_no . '|' . $endorsement_no])) {
- $dublicate_found = 1;
- continue 2;
- }
-
- if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no) {
- $line_items = $line_items + 1;
- $matched_entry[] = $policy_no . '|' . $endorsement_no;
- unset($source_data[$source_key]);
- continue 2;
- }
- }
-
- // Policy number mismatch
- if ($policy_source_found == 0) {
- $error_messages[$row_number]['policy_no_mismatch'] =
- "Policy number ({$policy_no}) not in NHance.";
- }
-
- // Endorsement number mismatch
- if (!empty($endorsement_no) && $endorsement_source_found == 0) {
- $error_messages[$row_number]['endorsement_no_mismatch'] =
- "Endorsement number ({$endorsement_no}) not in NHance.";
- }
-
- // Duplicate check
- if ($dublicate_found == 1) {
- $error_messages[$row_number]['duplicate'] =
- "Duplicate entry found. This policy and endorsement ({$policy_no} '|' {$endorsement_no}) combination has already been matched.";
- }
- }
-
- }
- // print_rr($error_messages);die;
-
- if (!empty($error_messages)) {
- $error_data['error_code'] = 2;
- $error_data['error_data'] = $error_messages;
- $status = 'failed';
- $ret_status = false;
- }
-
- //update in DB
- $this->insurerStatements->where('id', $file_id)->set(['line_items' => $line_items, 'file_status' => $status, 'reason' => json_encode($error_data)])->update();
- return array('status' => $ret_status, 'error_code' => $error_data['error_code'], 'error_data' => $error_data['error_data']);
- } catch (\Throwable $th) {
-
- $errorData = [
- 'message' => $th->getMessage(),
- 'file' => $th->getFile(),
- 'line' => $th->getLine(),
- 'code' => $th->getCode(),
- 'trace' => $th->getTraceAsString(),
- 'trace_array' => $th->getTrace(), // full array version (optional)
- 'function' => $th->getTrace()[0]['function'] ?? null,
- 'class' => $th->getTrace()[0]['class'] ?? null,
- ];
-
- $this->myLogger->logme("error", "POLICY-TRANSACTION-CONTROLLER - validateInsurerStatement: Exception: " . json_encode($errorData ?? []));
- $this->insurerStatements->where('id', $file_id)->set(['line_items' => 0, 'file_status' => 'failed', 'reason' => json_encode($errorData)])->update();
- return array('status' => false, 'error_code' => [], 'error_data' => $errorData);
+ $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
}
- }
+ $this->myLogger->logme("error", "Data for BDS Installment " . json_encode($bdsInstallmentData));
+ // dd($bdsInstallmentData);
+ if (empty($bdsInstallmentData)) {
- public function updateInsurerStatement($params)
- {
- helper('excel_util_helper');
- //get file info
- $file_id = $params['file_id'];
- $file = $this->insurerStatements->find((int)$file_id);
- // dd($file);
- $date = new \DateTime($file['month']);
+ $this->myLogger->logme("error", "No Client Installment is Due in the 15th Day");
- $month = $date->format('m');
- $year = $date->format('Y');
-
- $error_data = ['error_code' => '', 'error_data' => []];
- $status = 'success';
- $ret_status = true;
- // dd($month.'-'.$year);
- $return = [];
- if (!isset($file)) {
- //file not found in DB
- return array('status' => false, 'msg' => 'statement file not found in DB');
- }
- $file_name_with_path = WRITEPATH . "/uploads/statements/" . $file['file_name'];
-
- //check physical file
- if (!file_exists($file_name_with_path)) {
- //file not found update status and reason
- $message = "Physcial file not found";
- // echo $message;
- $this->myLogger->logme('error', ($message . ' for statement file id ' . $file_id));
- $this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed', 'reason' => json_encode(['error_code' => 0, 'error_data' => $message])])->update();
- return array('status' => false, 'error_code' => 0); //0 - Physcial file not found
+ return false;
}
- //get excel data to php array
- $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
- $sheet = $spreadsheet->getActiveSheet();
+ foreach ($bdsInstallmentData as $installmentData) {
- $highestRowAndColumn = $sheet->getHighestRowAndColumn();
- // dd($highestRowAndColumn);
- $excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
- unset($excel_data[0]);
- $excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
- // dd($excel_data);
- //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: $file['branch_id']);
- // Kint::dump($source_data);//die;
- // Kint::dump($excel_data);
- // die;
- // check policy no,insurer and etc in DB for this month
- // if all good return true, otherwise return false with messssage
- $data_to_update = [];
- try{
- foreach ($excel_data as $excel_key => $excel_row) {
- $is_row_empty = check_row_is_empty_or_null($excel_row);
- if (!$is_row_empty) {
+ $mailData = $this->PrepareBDSMailData($installmentData);
+ $to_mail = $mailData['to_mail'];
+ $message = $mailData['message'];
+ $subject = $mailData['subject'];
- $is_source_found = 0;
- // $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]); //policy_start_date from excel
- // $policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]); //policy_end_date from excel
- $policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]); //policy_end_date from excel
- $policy_no = preg_replace('/[\x{200C}\x{200B}]/u', '', $excel_row[1]); //
- // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
- $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]); //policy_end_date from excel
+ $this->myLogger->logme("error", "Installment Pending for" . $subject);
- foreach ($source_data as $source_key => $source_row) {
- // Kint::dump(change_date_format($excel_row[3],'d-m-Y','Y-m-d'));
- $source_endorsement_no = $source_row['endorsement_no'] !== null ? $source_row['endorsement_no'] : null;
- // if (($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 == $source_row['client_name']) {
- if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no) {
- $is_source_found = 1;
+ $common = ['mail_type' => 'installment_amount_due_remainder_mail'];
- //calculate percentage first
- $total_amt = 0;
+ $res = MailHelper::send_email(['mail' => $to_mail, 'subject' => $subject, 'message' => $message, 'common' => $common]);
- // $actual_bp_per = trim($excel_row[9]); //commented becoz this filed removed tfrom excel file
- $actual_bp_per = 0; //set default value 0 for maintaining existing code flow
- $actual_bp_brokerage = (int) trim($excel_row[5]);
- $actual_bp_amt = (int) trim($excel_row[3]);
+ $res = json_decode($res);
+ $this->myLogger->logme('error', 'res: ' . json_encode($res));
- if (($actual_bp_brokerage && $actual_bp_brokerage != 0 && $actual_bp_brokerage != "")) {
- $total_amt += $actual_bp_brokerage;
- //percentage reverse calculation
- if (($actual_bp_per == 0 || $actual_bp_per == 0) && !empty($actual_bp_amt)) {
- $actual_bp_per = (int) round(($actual_bp_brokerage / $actual_bp_amt) * 100, 2);
- }
- } else {
- $actual_bp_brokerage = $actual_bp_amt * ($actual_bp_per / 100);
- $total_amt += $actual_bp_brokerage;
- }
-
- // $actual_tp_per = trim($excel_row[10]);//commented becoz this filed removed tfrom excel file
- $actual_tp_per = 0;//set default value 0 for maintaining existing code flow
- $actual_tp_brokerage = (int) trim($excel_row[6]);
- $actual_tp_amt = (int) trim($excel_row[4]);
-
- if ($actual_tp_brokerage && $actual_tp_brokerage != 0 && $actual_tp_brokerage != "") {
- $total_amt += $actual_tp_brokerage;
- //percentage reverse calculation
- if (($actual_tp_per == 0 || $actual_tp_per == "") && !empty($actual_tp_amt)) {
- $actual_tp_per = (int) round(($actual_tp_brokerage / $actual_tp_amt) * 100, 2);
- }
- } else {
- $actual_tp_brokerage = $actual_tp_amt * ($actual_tp_per / 100);
- $total_amt += $actual_tp_brokerage;
- }
-
- // $actual_tep_per = trim($excel_row[11]);
- // $actual_tep_brokerage = trim($excel_row[14]);
- // $actual_tep_amt = trim($excel_row[8]);
-
- $actual_tep_per = 0;
- $actual_tep_brokerage = 0;
- $actual_tep_amt = 0;
-
- if ($actual_tep_brokerage && $actual_tep_brokerage != 0 && $actual_tep_brokerage != "") {
- $total_amt += $actual_tep_brokerage;
- //percentage reverse calculation
- if (($actual_tep_per == 0 || $actual_tep_per == "") && !empty($actual_tep_amt)) {
- $actual_tep_per = ($actual_tep_brokerage / $actual_tep_amt) * 100;
- }
- } else {
- $actual_tep_brokerage = $actual_tep_amt * ($actual_tep_per / 100);
- $total_amt += $actual_tep_brokerage;
- }
-
- //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[7]), 'statement_id' => $file_id];
-
- unset($source_data[$source_key]);
- continue 2;
- }
- }
- }
- }
- }catch (\Throwable $th) {
-
- $this->myLogger->logme("error", "REST-AUTH-CONTROLLER - updateInsurerStatement: Exception: " . $th->getMessage() . " --- Line: " . $th->getLine() . " --- Trace: " . $th->getTraceAsString());
- $errorData = [
- 'message' => $th->getMessage(),
- 'file' => $th->getFile(),
- 'line' => $th->getLine(),
- 'code' => $th->getCode(),
- 'trace' => $th->getTraceAsString(),
- 'trace_array' => $th->getTrace(), // full array version (optional)
- 'function' => $th->getTrace()[0]['function'] ?? null,
- 'class' => $th->getTrace()[0]['class'] ?? null,
- ];
- return ['status' => 'failed', 'code' => 500, 'message' => $th->getMessage(), 'error_data' => $errorData];
- }
- // dd($data_to_update);
- $this->coShareStmtDetailsModel->insertBatch($data_to_update, 'id');
- // dd($data_to_update);
- // if($error_data['error_code'])
- // {
- // $status = 'failed';
- // $ret_status = false;
- // }
- //update in DB
- $this->insurerStatements->where('id', $file_id)->set(['file_status' => $status, 'reason' => json_encode($error_data), 'invoice_status' => 'pending'])->update();
- return array('status' => $ret_status, 'error_code' => $error_data['error_code'], 'error_data' => $error_data['error_data']);
- }
-
- public function getInvoicePaymentDetails()
- {
- $statement_id = $this->request->getUri()->getSegment(4);
-
- $inv_details = $this->insurerStatements->find((int)$statement_id);
- $inv_payment_details = $this->invPaymentDetailsModel
- ->where('statement_id', $statement_id)
- ->where('is_active', 1)
- ->get()
- ->getResultArray();
- if (!$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' => $inv_details['invoice_status'],
- 'gst_per' => isset($inv_details['gst_per']) ? $inv_details['gst_per'] : 18,
- '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
- ];
- $data['payments'] = $inv_payment_details;
- return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $data], 200);
- }
-
- public function saveInvoicePaymentDetails()
- {
- $jsonData = $this->request->getJSON();
- $jsonData = (array)$jsonData;
- // echo 'Hi';
- // print_r($jsonData);die();
-
- $invoiceStatus = $jsonData['invoice_status'];
- $hiddenStatementId = $jsonData['hidden_statement_id'];
- $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 = [
- 'invoice_status' => $invoiceStatus,
- '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()
- ];
-
-
-
- $this->insurerStatements->update($hiddenStatementId, $parentData);
-
- // Process child data
- $receivedAmounts = $jsonData['received_amount'];
- $utrNos = $jsonData['utr_no'];
- $tdsTotal = $jsonData['tds'];
- $gstTotal = $jsonData['gst_amount'];
- $paymentDates = $jsonData['payment_date'];
- $pks = $jsonData['pk'];
-
- foreach ($receivedAmounts as $index => $receivedAmount) {
- $pk = $pks[$index]; // Get the pk for the current record
- $utrNo = $utrNos[$index];
- $tds = $tdsTotal[$index];
- $gst = $gstTotal[$index];
- $paymentDate = $paymentDates[$index];
-
- if($utrNo == "" && $tds == "" && $gst == "" && $receivedAmount == "")
- {
- continue;
- }
- // Prepare data for insert/update
- $childData = [
- 'inv_amt' => $receivedAmount,
- 'utr_no' => $utrNo,
- 'tds' => $tds,
- 'gst' => $gst,
- 'received_date' => change_date_format($paymentDate, 'd/m/Y', 'Y-m-d'),
- 'statement_id' => $hiddenStatementId
- ];
- if ($pk) {
- $childData['updated_by'] = get_session_userid();
- $childData['id'] = (int)$pk;
+ if ($res->status == 'success') {
+ return true;
} else {
- $childData['created_by'] = get_session_userid();
+ return false;
}
- // print_r($childData);
- // Insert or update
- $this->invPaymentDetailsModel->save($childData);
- // print_r($this->invPaymentDetailsModel->errors());
+ }
+ } catch (Exception $e) {
+ $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
+ }
+ }
+
+ protected function PrepareBDSMailData($data)
+ {
+
+ try {
+
+ $installment_amount = $data['installment_amount'];
+ $payment_date = date('d-m-Y', strtotime($data['payment_date']));
+ $client = $data['client_name'];
+ $branch = $data['branch_name'];
+ $sales_person_mail = $data['sales_person'];
+ $heads = $data['heads'];
+ $admins = $data['admins'];
+ $buisness_team = $data['buisness_team'];
+ $policy_no = $data['policy_no'];
+ $client_short_name = isset($data['short_name']) && $data['short_name'] != null ? $data['short_name'] : $data['client_name'];
+
+ $subject = "Installment Amount Due For Client - {$client_short_name} - Policy NO({$policy_no}) is Due On - {$payment_date}";
+
+ $message = "Policy Installment for Client - {$client}, Branch - {$branch} is Due on {$payment_date}
+ with amount of {$installment_amount}.
+ Policy No : {$policy_no}";
+
+
+ $to_mail = array_merge(
+ array_column($heads, 'email'),
+ array_column($admins, 'email'),
+ array_column($buisness_team, 'email'),
+ [$sales_person_mail]
+ );
+
+ $to_mail = array_unique($to_mail);
+
+ $this->myLogger->logme("error", "Selected To Address : " . json_encode($to_mail));
+
+ // dd($to_mail);
+ return [
+ 'to_mail' => $to_mail,
+ 'message' => $message,
+ 'subject' => $subject
+ ];
+ } catch (Exception $e) {
+
+ $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
+ }
+ }
+
+ public function getMoreInfo()
+ {
+
+ $pt_id = $this->request->getPost("pt_id");
+ $data_to_send['bds_data'] = $this->BdsPlacementModel->where("is_active", 1)->where("pt_id", $pt_id)->findAll();
+
+ foreach ($data_to_send['bds_data'] as &$data) {
+
+ $data['payment_date'] = (new \DateTime($data['payment_date']))->format('d-m-Y');
+ }
+
+ if (!empty($data_to_send)) {
+
+ return $this->respond(['status' => true, "data" => $data_to_send], 200);
+ } else {
+
+ return $this->respond(['status' => false, "No Data Found For the Policy Transaction"], 404);
+ }
+ }
+
+ public function saveInstallment()
+ {
+
+ $installments = $this->request->getPost('installments');
+
+ if (!$installments || !is_array($installments)) {
+ return $this->respond(['status' => false, 'message' => 'No data received'], 400);
+ }
+
+ $this->myLogger->logme("error", json_encode($installments));
+ // die();
+
+ foreach ($installments as &$row) {
+ // Convert date from d-m-Y to Y-m-d
+ if (!empty($row['payment_date'])) {
+ $date = \DateTime::createFromFormat('d-m-Y', $row['payment_date']);
+ if ($date) {
+ $row['payment_date'] = $date->format('Y-m-d');
+ }
+ }
+ $this->BdsPlacementModel->save($row);
+ }
+
+ return $this->respond(['status' => true, 'message' => 'Data saved successfully'], 200);
+ }
+
+ protected function getPolicyForEndorsment()
+ {
+
+ $policyList = [];
+ $policyListByClient = [];
+
+
+ $clients = $this->clientModel
+ ->select("*, DATE_FORMAT(dob, '%d-%m-%Y') as dob")
+ ->where('is_active', 1)
+ ->findAll();
+
+ $clientIds = array_column($clients, 'id');
+
+ // $policies = $this->clientPolicyModel
+ // ->select("
+ // client_policy.*,
+ // policy_type.policy_type,
+ // policy_type.ebp,
+ // policy_type.etp,
+ // policy_type.iep,
+ // policy_type.itp,
+ // policy_type.bap,
+ // policy_type.allocg,
+ // DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date,
+ // DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date
+ // ")
+ // ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+ // ->join('policy_transaction pt', 'pt.client_policy_id = client_policy.id and pt.action_type = "inception" and pt.is_active = 1 and pt.client_policy_id is not null')
+ // ->whereIn('client_policy.client_id', $clientIds)
+ // ->where('client_policy.is_active', 1)
+ // ->findAll();
+
+ $policies = $this->policyTransactionModel
+ ->select("
+ policy_transaction.*,
+ policy_type.policy_type,
+ policy_type.ebp,
+ policy_type.etp,
+ policy_type.iep,
+ policy_type.itp,
+ policy_type.bap,
+ policy_type.allocg,
+ DATE_FORMAT(policy_transaction.policy_start_date, '%d/%m/%Y') as policy_start_date,
+ DATE_FORMAT(policy_transaction.policy_end_date, '%d/%m/%Y') as policy_end_date
+ ")
+ ->join('policy_type', 'policy_type.id = policy_transaction.policy_type_id')
+ ->whereIn('policy_transaction.client_id', $clientIds)
+ ->where('policy_transaction.is_active', 1)
+ ->where('policy_transaction.action_type', "inception")
+ ->findAll();
+
+ foreach ($policies as $policy) {
+ $policyList[$policy['client_branch_id']][] = $policy;
+ $policyListByClient[$policy['client_id']][] = $policy;
+ if (isset($policyCount[$policy['client_id']])) {
+ $policyCount[$policy['client_id']]++;
+ } else {
+ $policyCount[$policy['client_id']] = 1;
+ }
+ }
+
+ return [$policyList, $policyListByClient];
+ }
+
+ public function reportBDSNew()
+ {
+ // 🧭 Basic Page Info
+ $data['tab_name'] = 'BDS Report';
+ $data['page_name'] = 'BDS Report';
+
+ // 📋 Dropdown Data
+ $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',
+ ];
+
+ // 🏢 Fetch Active Data
+ $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();
+ $data['users'] = $this->userModel->where('is_active', 1)->findAll();
+ $data['policy_count'] = $this->policyTransactionModel->where('is_active', 1)->countAllResults();
+
+ // 🕐 Filters
+ $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');
+ $user_id = $this->request->getGet('user_id');
+
+ // Handle statement month range
+ if ($date_type == 'statement_month') {
+ $start_date = (string) date('Y-m-01', strtotime($start_date));
+ $end_date = (string) date('Y-m-31', strtotime($end_date));
+ }
+
+ // Ensure default values
+ $start_date = $start_date ?: 0;
+ $end_date = $end_date ?: 0;
+ $client_id = $client_id ?: 0;
+ $insurer_id = $insurer_id ?: 0;
+ $policy_type_id = $policy_type_id ?: 0;
+ $date_type = $date_type ?: 0;
+ $issuer = $issuer ?: 0;
+ $client_branch_id = $client_branch_id ?: 0;
+ $insurer_branch_id = $insurer_branch_id ?: 0;
+ $client_policy_id = $client_policy_id ?: 0;
+ $user_id = $user_id ?: 0;
+
+ // 🧾 Handle POST requests (Dashboard filters)
+ if ($this->request->is('post')) {
+ $isFromDashboard = $this->request->getPost('is_dashboard');
+
+ if (!empty($isFromDashboard) && $isFromDashboard == 1) {
+ $ids = array_filter(explode(',', $this->request->getPost('ids')));
+
+ if (!empty($ids)) {
+ $idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs
+ $where = "policy_transaction.id IN ($idsStr)";
+ } else {
+ $where = []; // No valid IDs
+ }
+ }
+ }
+
+ // 📊 Fetch report data
+ $data['report_list'] = $this->policyTransactionModel->reportBDSNew(
+ $start_date,
+ $end_date,
+ $client_id,
+ $insurer_id,
+ $policy_type_id,
+ $date_type,
+ $issuer,
+ $client_branch_id,
+ $insurer_branch_id,
+ $client_policy_id,
+ $user_id,
+ $where ?? ''
+ );
+
+ $data['list_new'] = true;
+
+ // 🧩 Load View
+ $this->loadLayout('report_bds_filter', $data);
+ }
+
+ // ------------ BDS BULK MOTER POLICY UPLOAD -----------------------------------------------------------------------------------------------
+
+ public function policyBulkUpload()
+ {
+ $data['page_name'] = "BDS Bulk File Upload";
+ $data['tab_name'] = "BDS File Upload";
+
+ // $response = $this->insertBulkBdsData(['file_id' => 17]);
+ // dd($response);
+
+
+ if ($this->request->is('get')) {
+
+ $data['bds_dump_file_data'] = $this->bdsDumpModel
+ ->select('
+ bds_dump_files.id as file_id,
+ bds_dump_files.file_name,
+ bds_dump_files.status,
+ bds_dump_files.created_at,
+ up.first_name as user_name
+ ')
+ ->join('user_profiles as up', 'bds_dump_files.created_by = up.id', 'left')
+ ->where('bds_dump_files.is_active', 1)
+ ->orderBy('bds_dump_files.id', 'desc')
+ ->findAll();
+
+ return $this->loadLayout('bds_dump_file_list', $data);
+ } else {
+
+ $filename = '';
+ $fileSize = '';
+
+ //validate uploaded file
+ $validated = $this->validate([
+ 'bds_dump_list' => [
+ 'uploaded[bds_dump_list]',
+ 'mime_in[bds_dump_list,application/vnd.ms-excel,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.oasis.opendocument.spreadsheet]',
+ 'max_size[bds_dump_list,16384]',
+ ],
+ ]);
+
+ if ($validated) {
+ $avatar = $this->request->getFile('bds_dump_list');
+ if (!$avatar) {
+ $this->myLogger->logme("error", 'File not found');
+ return $this->respond(['status' => false, 'code' => 400, 'message' => 'File not found'], 400);
+ }
+
+ $is_moved = $avatar->move(WRITEPATH . 'uploads/bds_dump_excel/');
+
+ if ($is_moved) {
+ $filename = $avatar->getName();
+ $fileSize = $avatar->getSize(); // File size in bytes
+ $fileSize = $fileSize / (1024 * 1024); // Convert to MB
+
+ $this->myLogger->logme("error", 'File move successful');
+ } else {
+ $this->myLogger->logme("error", 'File move failed');
+ return $this->respond(['status' => false, 'code' => 500, 'message' => 'File move failed'], 500);
+ }
+ } else {
+ $this->myLogger->logme("error", 'Upload failed Invalid file');
+ return $this->respond(['status' => false, 'code' => 404, 'message' => 'Invalid file'], 404);
}
- return $this->respond(['dataStatus' => true, 'code' => 200], 200);
- //return $this->response->setJSON(['dataStatus' => 'true']);
+
+ $status = 'inprogress';
+ $insert_data = [
+ 'file_name' => $filename,
+ 'status' => $status
+ ];
+
+ $file_id = $this->bdsDumpModel->insert($insert_data);
+ $this->myLogger->logme("error", 'claim_dumb_file_id : {file_id}, uploaded success', ['file_id' => $file_id]);
+
+ //after file upload success than call the file formate validation
+ // $response = $this->bdsDumpExcelFileFormatValidation(["file_id" => $file_id]);
+ $r = Jobs::addJob(['job_name' => 'bdsDumpExcelFileFormatValidation', 'payload' => ['file_id' => $file_id]]);
+
+ return $this->respond(['status' => true, 'code' => 200, 'message' => 'File uploaded successfully. File being validated'], 200);
}
+ }
- public function deletePaymentEntry()
- {
- $payment_id = $this->request->getUri()->getSegment(4);
- //echo $payment_id;
- $this->invPaymentDetailsModel->update($payment_id, ['is_active' => 0]);
- return $this->respond(['dataStatus' => true, 'code' => 200], 200);
- }
+ public function downloadBDSDumpFile($file_id)
+ {
+ // $actionType = $this->request->getGet();
+ $file_data = $this->bdsDumpModel->where('id', $file_id)->first();
+ $fileName = $file_data['file_name'];
- public function downloadSampleInsurerStatement()
- {
+ $filePath = WRITEPATH . '/uploads/bds_dump_excel/' . $fileName;
+
+ try {
- $filePath = ROOTPATH . 'public/sample_excel/insurer_stament_sample.xlsx';
// Check if the file exists
if (file_exists($filePath)) {
-
// Set the appropriate MIME type
$mimeType = mime_content_type($filePath);
// Send the file to the client for download
return $this->response->download($filePath, null, $mimeType);
} else {
- // File not found, show an error message or redirect
- echo view('errors/html/production');
+
+ $data['message'] = 'The Physical File Not Found';
+ echo view('errors/404', $data);
}
+ } catch (\Exception $e) {
+ // Handle any exceptions
+ $errorMessage = $e->getMessage();
+ $this->myLogger->logme('error', $errorMessage);
+ // You can return an error response here
+ echo $errorMessage;
+ }
+ }
+
+ public function bdsDumpExcelFileFormatValidation($params)
+ {
+ helper('excel_util_helper');
+ $file_id = $params['file_id'];
+ $file = $this->bdsDumpModel->where("id", $file_id)->first();
+
+ $return = [];
+ if (empty($file)) {
+ return array('status' => false, 'message' => 'File not found in Database');
}
- public function getFileErr()
+ $file_name_with_path = WRITEPATH . "/uploads/bds_dump_excel/" . $file['file_name'];
+
+ //check physical file exist
+ if (!file_exists($file_name_with_path)) {
+ $message = "Physcial file not found";
+ $this->myLogger->logme('error', ($message . ' for file id : ' . $file_id));
+ $this->bdsDumpModel->where('id', $file_id)->set(['status' => 'failed', 'reason' => json_encode(['error_summary' => array_count_values([5]), 'error_data' => $message])])->update();
+ return array('error_summary' => [5], 'error_data' => $message);
+ }
+
+ // get the BDS dump excel colums
+ $columns_to_check = $this->bds_bulk_upload_excel_file_column;
+ $keys = array_keys($columns_to_check);
+ $allowedHighestColumn = end($columns_to_check);
+
+ // Read the excel file
+ $excel_data = $this->extractExcelData($file['file_name'], $allowedHighestColumn['col_cell_name']);
+ $excel_columns = ($excel_data[0]);
+ // echo ''; var_dump($excel_columns);
+
+
+ //check no of columns in excel
+ $total_defined_columns = count($columns_to_check);
+ $excel_columns_count = count($excel_columns);
+
+ if($total_defined_columns != $excel_columns_count)
{
- $file_id = $this->request->getUri()->getSegment(4);
- $file = $this->insurerStatements->find((int)$file_id);
- return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $file['reason']], 200);
+ //columns count mismatch
+ $message = "File columns count mismatch. Expected - $total_defined_columns and received - $excel_columns_count";
+ $this->myLogger->logme('error',($message . ' for file id ' . $file_id));
+ $this->bdsDumpModel->where('id', $file_id)->set(['status' => 'failed','reason' => json_encode(['error_summary' => array_count_values([5]),'error_data' => $message])])->update();
+ return array('error_summary' => [5], 'error_data' => $message);
}
- public function dmsSearch()
- {
- // echo 'scbsc';die();
- if ($this->request->is('post')) {
- // $jsonData = (array)$this->request->getJSON();
- $request_data = $this->request->getPost();
- $data = sanitizeInputArrayAdvanced($request_data);
- $customer_id = $data['customer_id'];
- $policy_id = $data['policy_id'];
- $cus_doc_name = $data['cus_doc_name'];
- $policy_doc_name = $data['policy_doc_name'];
- $pt_files = [];
- $kyc_files = [];
- $batch_files = [];
- $files = [];
- // print_r($jsonData);die();
- if ($policy_id != "") {
- //get policy docs from policy transation related tables
- $pt_files = $this->PTFileModel->getPolicyDriveFilesIndex($policy_id, $policy_doc_name);
- $batch_files = $this->batchFileModel->getBatchFilesDataForDocumentSearch($policy_id, $policy_doc_name);
- $files = $this->filesModel->getFilesDataForDocumentSearch($policy_id, $policy_doc_name);
- // dd($files);
- // dd($this->PTFileModel->getLastQuery());
- // ~dd($pt_files);
- }
- if ($customer_id != "") {
- $kyc_files = $this->clientKYCDocsModel->getClientKYCDriveFilesIndex($customer_id, $cus_doc_name);
- // dd($this->clientKYCDocsModel->getLastQuery());
- // !dd($kyc_files);
- }
+ //check columns order in excel
+ $column_count_res = check_columns_name($columns_to_check, $excel_columns);
- $data['files'] = array_merge($pt_files, $kyc_files, $batch_files, $files);
- // dd($data['files']);
- }
- $data['tab_name'] = 'Documents Search';
- $data['page_name'] = 'Documents';
-
- $data['customers'] = $this->clientModel->select('id,client_name,short_name as display_value')->where('is_active', 1)->get()->getResultarray();
- $data['policies'] = $this->clientPolicyModel->select("client_policy.id,client_policy.policy_no,policy_type.policy_type,concat(policy_type.policy_type,' - ',client_policy.policy_no) as display_value")
- ->join('policy_type', 'client_policy.policy_type_id = policy_type.id')
- ->where('client_policy.is_active', 1)->get()->getResultarray();
- // dd($data);
- $this->loadLayout('dms_search', $data);
- }
-
- //---------------------------------------------------------------------------------------------------
-
- public function getCoShareStatementDetails($pt_id)
- {
- if (!$pt_id) {
- return $this->respond([
- 'status' => false,
- 'code' => 400,
- 'message' => 'No data found'
- ], 200);
- }
-
- // 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' => $pt_id
- ])
- ->get()
- ->getResultArray();
-
- // Check if data exists before formatting
- if ($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;
- }
-
- 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_pk', $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' => $base_premium,
- 'cd_ac_no' => $cd_ac_no,
- '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);
- }
-
- public function getInsurerStatementMonth()
- {
- $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;
-
- $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();
-
- return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $res_data], 200);
- }
-
- public function deleteStatement($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);
- }
-
- public function sendInstallmentRemainderMail()
- {
-
- $this->myLogger->logme("error", "Cron Job For Send Installment Remainder Mail Started");
-
- try {
-
- try {
-
- $bdsInstallmentData = $this->BdsPlacementModel->getClientInstallmentDetails();
- } catch (Exception $e) {
-
- $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
- }
- $this->myLogger->logme("error", "Data for BDS Installment " . json_encode($bdsInstallmentData));
- // dd($bdsInstallmentData);
-
- if (empty($bdsInstallmentData)) {
-
- $this->myLogger->logme("error", "No Client Installment is Due in the 15th Day");
-
- return false;
- }
-
- foreach ($bdsInstallmentData as $installmentData) {
-
- $mailData = $this->PrepareBDSMailData($installmentData);
- $to_mail = $mailData['to_mail'];
- $message = $mailData['message'];
- $subject = $mailData['subject'];
-
- $this->myLogger->logme("error", "Installment Pending for" . $subject);
-
- $common = ['mail_type' => 'installment_amount_due_remainder_mail'];
-
- $res = MailHelper::send_email(['mail' => $to_mail, 'subject' => $subject, 'message' => $message, 'common' => $common]);
-
- $res = json_decode($res);
- $this->myLogger->logme('error', 'res: ' . json_encode($res));
-
- if ($res->status == 'success') {
- return true;
- } else {
- return false;
- }
- }
- } catch (Exception $e) {
-
- $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
- }
- }
-
- protected function PrepareBDSMailData($data)
- {
-
- try {
-
- $installment_amount = $data['installment_amount'];
- $payment_date = date('d-m-Y', strtotime($data['payment_date']));
- $client = $data['client_name'];
- $branch = $data['branch_name'];
- $sales_person_mail = $data['sales_person'];
- $heads = $data['heads'];
- $admins = $data['admins'];
- $buisness_team = $data['buisness_team'];
- $policy_no = $data['policy_no'];
- $client_short_name = isset($data['short_name']) && $data['short_name'] != null ? $data['short_name'] : $data['client_name'];
-
- $subject = "Installment Amount Due For Client - {$client_short_name} - Policy NO({$policy_no}) is Due On - {$payment_date}";
-
- $message = "Policy Installment for Client - {$client}, Branch - {$branch} is Due on {$payment_date}
- with amount of {$installment_amount}.
- Policy No : {$policy_no}";
-
-
- $to_mail = array_merge(
- array_column($heads, 'email'),
- array_column($admins, 'email'),
- array_column($buisness_team, 'email'),
- [$sales_person_mail]
- );
-
- $to_mail = array_unique($to_mail);
-
- $this->myLogger->logme("error", "Selected To Address : " . json_encode($to_mail));
-
- // dd($to_mail);
- return [
- 'to_mail' => $to_mail,
- 'message' => $message,
- 'subject' => $subject
- ];
- } catch (Exception $e) {
-
- $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
- }
- }
-
- public function getMoreInfo()
- {
-
- $pt_id = $this->request->getPost("pt_id");
- $data_to_send['bds_data'] = $this->BdsPlacementModel->where("is_active", 1)->where("pt_id", $pt_id)->findAll();
-
- foreach ($data_to_send['bds_data'] as &$data) {
-
- $data['payment_date'] = (new \DateTime($data['payment_date']))->format('d-m-Y');
- }
-
- if (!empty($data_to_send)) {
-
- return $this->respond(['status' => true, "data" => $data_to_send], 200);
- } else {
-
- return $this->respond(['status' => false, "No Data Found For the Policy Transaction"], 404);
- }
- }
-
- public function saveInstallment()
- {
-
- $installments = $this->request->getPost('installments');
-
- if (!$installments || !is_array($installments)) {
- return $this->respond(['status' => false, 'message' => 'No data received'], 400);
- }
-
- $this->myLogger->logme("error", json_encode($installments));
- // die();
-
- foreach ($installments as &$row) {
- // Convert date from d-m-Y to Y-m-d
- if (!empty($row['payment_date'])) {
- $date = \DateTime::createFromFormat('d-m-Y', $row['payment_date']);
- if ($date) {
- $row['payment_date'] = $date->format('Y-m-d');
- }
- }
- $this->BdsPlacementModel->save($row);
- }
-
- return $this->respond(['status' => true, 'message' => 'Data saved successfully'], 200);
- }
-
- protected function getPolicyForEndorsment()
- {
-
- $policyList = [];
- $policyListByClient = [];
-
-
- $clients = $this->clientModel
- ->select("*, DATE_FORMAT(dob, '%d-%m-%Y') as dob")
- ->where('is_active', 1)
- ->findAll();
-
- $clientIds = array_column($clients, 'id');
-
- // $policies = $this->clientPolicyModel
- // ->select("
- // client_policy.*,
- // policy_type.policy_type,
- // policy_type.ebp,
- // policy_type.etp,
- // policy_type.iep,
- // policy_type.itp,
- // policy_type.bap,
- // policy_type.allocg,
- // DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date,
- // DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date
- // ")
- // ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
- // ->join('policy_transaction pt', 'pt.client_policy_id = client_policy.id and pt.action_type = "inception" and pt.is_active = 1 and pt.client_policy_id is not null')
- // ->whereIn('client_policy.client_id', $clientIds)
- // ->where('client_policy.is_active', 1)
- // ->findAll();
-
- $policies = $this->policyTransactionModel
- ->select("
- policy_transaction.*,
- policy_type.policy_type,
- policy_type.ebp,
- policy_type.etp,
- policy_type.iep,
- policy_type.itp,
- policy_type.bap,
- policy_type.allocg,
- DATE_FORMAT(policy_transaction.policy_start_date, '%d/%m/%Y') as policy_start_date,
- DATE_FORMAT(policy_transaction.policy_end_date, '%d/%m/%Y') as policy_end_date
- ")
- ->join('policy_type', 'policy_type.id = policy_transaction.policy_type_id')
- ->whereIn('policy_transaction.client_id', $clientIds)
- ->where('policy_transaction.is_active', 1)
- ->where('policy_transaction.action_type', "inception")
- ->findAll();
-
- foreach ($policies as $policy) {
- $policyList[$policy['client_branch_id']][] = $policy;
- $policyListByClient[$policy['client_id']][] = $policy;
- if (isset($policyCount[$policy['client_id']])) {
- $policyCount[$policy['client_id']]++;
- } else {
- $policyCount[$policy['client_id']] = 1;
- }
- }
-
- return [$policyList, $policyListByClient];
- }
-
- public function reportBDSNew()
- {
- // 🧭 Basic Page Info
- $data['tab_name'] = 'BDS Report';
- $data['page_name'] = 'BDS Report';
-
- // 📋 Dropdown Data
- $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',
- ];
-
- // 🏢 Fetch Active Data
- $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();
- $data['users'] = $this->userModel->where('is_active', 1)->findAll();
- $data['policy_count'] = $this->policyTransactionModel->where('is_active', 1)->countAllResults();
-
- // 🕐 Filters
- $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');
- $user_id = $this->request->getGet('user_id');
-
- // Handle statement month range
- if ($date_type == 'statement_month') {
- $start_date = (string) date('Y-m-01', strtotime($start_date));
- $end_date = (string) date('Y-m-31', strtotime($end_date));
- }
-
- // Ensure default values
- $start_date = $start_date ?: 0;
- $end_date = $end_date ?: 0;
- $client_id = $client_id ?: 0;
- $insurer_id = $insurer_id ?: 0;
- $policy_type_id = $policy_type_id ?: 0;
- $date_type = $date_type ?: 0;
- $issuer = $issuer ?: 0;
- $client_branch_id = $client_branch_id ?: 0;
- $insurer_branch_id = $insurer_branch_id ?: 0;
- $client_policy_id = $client_policy_id ?: 0;
- $user_id = $user_id ?: 0;
-
- // 🧾 Handle POST requests (Dashboard filters)
- if ($this->request->is('post')) {
- $isFromDashboard = $this->request->getPost('is_dashboard');
-
- if (!empty($isFromDashboard) && $isFromDashboard == 1) {
- $ids = array_filter(explode(',', $this->request->getPost('ids')));
-
- if (!empty($ids)) {
- $idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs
- $where = "policy_transaction.id IN ($idsStr)";
- } else {
- $where = []; // No valid IDs
- }
- }
- }
-
- // 📊 Fetch report data
- $data['report_list'] = $this->policyTransactionModel->reportBDSNew(
- $start_date,
- $end_date,
- $client_id,
- $insurer_id,
- $policy_type_id,
- $date_type,
- $issuer,
- $client_branch_id,
- $insurer_branch_id,
- $client_policy_id,
- $user_id,
- $where ?? ''
- );
-
- $data['list_new'] = true;
-
- // 🧩 Load View
- $this->loadLayout('report_bds_filter', $data);
- }
-
- // ------------ BDS BULK MOTER POLICY UPLOAD -----------------------------------------------------------------------------------------------
-
- public function policyBulkUpload()
- {
- $data['page_name'] = "BDS Bulk File Upload";
- $data['tab_name'] = "BDS File Upload";
-
- // $response = $this->insertBulkBdsData(['file_id' => 17]);
- // dd($response);
-
-
- if ($this->request->is('get')) {
-
- $data['bds_dump_file_data'] = $this->bdsDumpModel
- ->select('
- bds_dump_files.id as file_id,
- bds_dump_files.file_name,
- bds_dump_files.status,
- bds_dump_files.created_at,
- up.first_name as user_name
- ')
- ->join('user_profiles as up', 'bds_dump_files.created_by = up.id', 'left')
- ->where('bds_dump_files.is_active', 1)
- ->orderBy('bds_dump_files.id', 'desc')
- ->findAll();
-
- return $this->loadLayout('bds_dump_file_list', $data);
- } else {
-
- $filename = '';
- $fileSize = '';
-
- //validate uploaded file
- $validated = $this->validate([
- 'bds_dump_list' => [
- 'uploaded[bds_dump_list]',
- 'mime_in[bds_dump_list,application/vnd.ms-excel,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.oasis.opendocument.spreadsheet]',
- 'max_size[bds_dump_list,16384]',
- ],
- ]);
-
- if ($validated) {
- $avatar = $this->request->getFile('bds_dump_list');
- if (!$avatar) {
- $this->myLogger->logme("error", 'File not found');
- return $this->respond(['status' => false, 'code' => 400, 'message' => 'File not found'], 400);
- }
-
- $is_moved = $avatar->move(WRITEPATH . 'uploads/bds_dump_excel/');
-
- if ($is_moved) {
- $filename = $avatar->getName();
- $fileSize = $avatar->getSize(); // File size in bytes
- $fileSize = $fileSize / (1024 * 1024); // Convert to MB
-
- $this->myLogger->logme("error", 'File move successful');
- } else {
- $this->myLogger->logme("error", 'File move failed');
- return $this->respond(['status' => false, 'code' => 500, 'message' => 'File move failed'], 500);
- }
- } else {
- $this->myLogger->logme("error", 'Upload failed Invalid file');
- return $this->respond(['status' => false, 'code' => 404, 'message' => 'Invalid file'], 404);
- }
-
-
- $status = 'inprogress';
- $insert_data = [
- 'file_name' => $filename,
- 'status' => $status
- ];
-
- $file_id = $this->bdsDumpModel->insert($insert_data);
- $this->myLogger->logme("error", 'claim_dumb_file_id : {file_id}, uploaded success', ['file_id' => $file_id]);
-
- //after file upload success than call the file formate validation
- // $response = $this->bdsDumpExcelFileFormatValidation(["file_id" => $file_id]);
- $r = Jobs::addJob(['job_name' => 'bdsDumpExcelFileFormatValidation', 'payload' => ['file_id' => $file_id]]);
-
- return $this->respond(['status' => true, 'code' => 200, 'message' => 'File uploaded successfully. File being validated'], 200);
- }
- }
-
- public function downloadBDSDumpFile($file_id)
- {
- // $actionType = $this->request->getGet();
- $file_data = $this->bdsDumpModel->where('id', $file_id)->first();
- $fileName = $file_data['file_name'];
-
- $filePath = WRITEPATH . '/uploads/bds_dump_excel/' . $fileName;
-
- try {
-
- // Check if the file exists
- if (file_exists($filePath)) {
- // Set the appropriate MIME type
- $mimeType = mime_content_type($filePath);
-
- // Send the file to the client for download
- return $this->response->download($filePath, null, $mimeType);
- } else {
-
- $data['message'] = 'The Physical File Not Found';
- echo view('errors/404', $data);
- }
- } catch (\Exception $e) {
- // Handle any exceptions
- $errorMessage = $e->getMessage();
- $this->myLogger->logme('error', $errorMessage);
- // You can return an error response here
- echo $errorMessage;
- }
- }
-
- public function bdsDumpExcelFileFormatValidation($params)
+ if(isset($column_count_res) && count($column_count_res))
{
- helper('excel_util_helper');
- $file_id = $params['file_id'];
- $file = $this->bdsDumpModel->where("id", $file_id)->first();
-
- $return = [];
- if (empty($file)) {
- return array('status' => false, 'message' => 'File not found in Database');
- }
-
- $file_name_with_path = WRITEPATH . "/uploads/bds_dump_excel/" . $file['file_name'];
-
- //check physical file exist
- if (!file_exists($file_name_with_path)) {
- $message = "Physcial file not found";
- $this->myLogger->logme('error', ($message . ' for file id : ' . $file_id));
- $this->bdsDumpModel->where('id', $file_id)->set(['status' => 'failed', 'reason' => json_encode(['error_summary' => array_count_values([5]), 'error_data' => $message])])->update();
- return array('error_summary' => [5], 'error_data' => $message);
- }
-
- // get the BDS dump excel colums
- $columns_to_check = $this->bds_bulk_upload_excel_file_column;
- $keys = array_keys($columns_to_check);
- $allowedHighestColumn = end($columns_to_check);
-
- // Read the excel file
- $excel_data = $this->extractExcelData($file['file_name'], $allowedHighestColumn['col_cell_name']);
- $excel_columns = ($excel_data[0]);
- // echo ''; var_dump($excel_columns);
-
-
- //check no of columns in excel
- $total_defined_columns = count($columns_to_check);
- $excel_columns_count = count($excel_columns);
-
- if($total_defined_columns != $excel_columns_count)
- {
- //columns count mismatch
- $message = "File columns count mismatch. Expected - $total_defined_columns and received - $excel_columns_count";
- $this->myLogger->logme('error',($message . ' for file id ' . $file_id));
- $this->bdsDumpModel->where('id', $file_id)->set(['status' => 'failed','reason' => json_encode(['error_summary' => array_count_values([5]),'error_data' => $message])])->update();
- return array('error_summary' => [5], 'error_data' => $message);
- }
-
- //check columns order in excel
- $column_count_res = check_columns_name($columns_to_check, $excel_columns);
-
- if(isset($column_count_res) && count($column_count_res))
- {
- //columns count mismatch
- $message = implode("\n", $column_count_res);
- $this->myLogger->logme('error',($message . ' for file id ' . $file_id));
- $this->bdsDumpModel->where('id', $file_id)->set(['status' => 'failed','reason' => json_encode(['error_summary' => array_count_values([6]), 'error_data' => $message])])->update();
- return array('error_summary' => [6], 'error_data' => $message);
- }
-
- //Store the error data by this structure
- $result = ['error_type' => 1, 'error_summary' => [], 'error_data' => []];
-
- $insurer_data = $this->insurerModel->where('is_active', 1)->findAll();
- $insurer_branch_data = $this->insurerBranchModel->where('is_active', 1)->findAll();
- $pt_data = $this->policyTransactionModel->where('is_active', 1)->findAll();
- $user_data = $this->userModel->where('is_active', 1)->findAll();
- $agent_data = db_connect()->table('partner_agent')->where('is_active', 1)->get()->getResultArray();
- $pos_data = db_connect()->table('partner_pos')->where('is_active', 1)->get()->getResultArray();
- $rto_master = db_connect()->table('rto_master')->where('is_active', 1)->get()->getResultArray();
- $vehicle_type = db_connect()->table('vehicle_type')->where('is_active', 1)->get()->getResultArray();
- $nhance_branch_data = db_connect()->table('nhance_branch')->where('is_active', 1)->get()->getResultArray();
-
-
- //remove header
- unset($excel_data[0]);
-
- try {
- foreach ($excel_data as $row_key => $row) {
-
- //avoid empty rows
- if (check_row_is_empty_or_null($row)) {
- break;
- }
-
- $insurers = [];
- foreach ($row as $col_key => $col)
- {
- $is_mandatory = $columns_to_check[$keys[$col_key]]['is_mandatory'];
- $format = $columns_to_check[$keys[$col_key]]['format'];
- $data_type = $columns_to_check[$keys[$col_key]]['data_type'];
- $allowed_values = $columns_to_check[$keys[$col_key]]['allowed_values'];
- $custom_function = isset($columns_to_check[$keys[$col_key]]['custom']) ? $columns_to_check[$keys[$col_key]]['custom'] : null;
- $binding_params = isset($columns_to_check[$keys[$col_key]]['params']) ? $columns_to_check[$keys[$col_key]]['params'] : null;
-
- $column_dispaly_name = $columns_to_check[$keys[$col_key]]['col_name'];
- $column_index = $columns_to_check[$keys[$col_key]]['col_idx'];
- $column_cell = $columns_to_check[$keys[$col_key]]['col_cell_name'];
-
-
- //mandatory check
- if(is_bool($is_mandatory) && $is_mandatory === true)
- {
- if($col == "" || $col == NULL)
- {
- array_push($result['error_summary'],1); //push error code for summary
- $result['error_data'][$row_key][$keys[$col_key]]['col_name'] = $column_dispaly_name; //push column name
- $result['error_data'][$row_key][$keys[$col_key]]['col_idx'] = $column_index; //push column index
- $result['error_data'][$row_key][$keys[$col_key]]['error'][] = 'Value is mandatory'; //push exact error desc
- }
- }
-
- //format check
- if(isset($format))
- {
- $validation = validate_excel_value($col, $data_type, $format, $allowed_values);
- if (!$validation['status']) {
- array_push($result['error_summary'], 2);
-
- $result['error_data'][$row_key][$keys[$col_key]]['col_name'] = $column_dispaly_name;
- $result['error_data'][$row_key][$keys[$col_key]]['col_idx'] = $column_index;
- $result['error_data'][$row_key][$keys[$col_key]]['error'][] = $validation['error'];
- }
- }
-
- //allowed values check
- if(($is_mandatory === true && isset($allowed_values) && is_array($allowed_values)) || (is_array($is_mandatory) && (isset($allowed_values) && is_array($allowed_values))))
- {
- if(!in_array((trim($col)),$allowed_values))
- {
- array_push($result['error_summary'],3);
- $result['error_data'][$row_key][$keys[$col_key]]['col_name'] = $column_dispaly_name; //push column name
- $result['error_data'][$row_key][$keys[$col_key]]['col_idx'] = $column_index; //push column index
- $result['error_data'][$row_key][$keys[$col_key]]['error'][] = "Value not allowed: Expected ".implode(",",$allowed_values)." and received $col";
- }
- }
-
- //custom function check
- if(isset($custom_function))
- {
- //convert string params into PHP variables
- // Create an array of variables to pass custom helper funcitons
- $param_values = [];
- foreach($binding_params as $bkey => $bparam) { $param_values[] = ($$bparam); }
- $res = call_user_func_array($custom_function,$param_values);
- if($res['status'] === false) {
- array_push($result['error_summary'],4);
- $result['error_data'][$row_key][$keys[$col_key]]['col_name'] = $column_dispaly_name; //push column name
- $result['error_data'][$row_key][$keys[$col_key]]['col_idx'] = $column_index; //push column index
- $result['error_data'][$row_key][$keys[$col_key]]['error'][] = $res['error'];
- }
-
- if($res['status'] == true && isset($res['insurer'])){
- $insurers = $res['insurer'];
- }
-
- }
-
- }//col foreach
-
- }
- } catch (\Exception $e) {
- $errorDetails = [
- 'error_message' => $e->getMessage(),
- 'file' => $e->getFile(),
- 'line' => $e->getLine(),
- 'stack_trace' => $e->getTraceAsString(),
- ];
- $message = "Contact system admin";
- $this->bdsDumpModel->where('id', $file_id)->set(['status' => 'failed', 'reason' => json_encode(['error_summary' => array_count_values([5]), 'error_data' => $message])])->update();
- $this->myLogger->logme("error", 'Claim dump file format validation failed due to : ' . json_encode($errorDetails ?? []));
- return $errorDetails;
- }
-
- // return $result;
-
- if (isset($result['error_summary']) && count($result['error_summary'])) {
- $result['error_summary'] = array_count_values($result['error_summary']);
- $status = 'failed';
- $failure_reason = ((json_encode($result)));
- $this->bdsDumpModel->where('id', $file_id)->set(['status' => $status, 'reason' => $failure_reason])->update();
- $this->myLogger->logme("error", '{file_id} uploaded failed', ['file_id' => $file_id]);
- } else { //trigger next data validation via job queue server
- //proceed next data level validation in JOB queue
- $r = Jobs::addJob(['job_name' => 'insertBulkBdsData', 'payload' => ['file_id' => $file_id]]);
- // $response = $this->insertBulkBdsData(['file_id' => $file_id]);
- }
-
- return $result;
+ //columns count mismatch
+ $message = implode("\n", $column_count_res);
+ $this->myLogger->logme('error',($message . ' for file id ' . $file_id));
+ $this->bdsDumpModel->where('id', $file_id)->set(['status' => 'failed','reason' => json_encode(['error_summary' => array_count_values([6]), 'error_data' => $message])])->update();
+ return array('error_summary' => [6], 'error_data' => $message);
}
- public function insertBulkBdsData($params)
- {
- helper('excel_util_helper');
- $file_id = $params['file_id'];
- $file = $this->bdsDumpModel->where("id", $file_id)->first();
+ //Store the error data by this structure
+ $result = ['error_type' => 1, 'error_summary' => [], 'error_data' => []];
- $return = [];
- if (empty($file)) {
- return array('status' => false, 'message' => 'File not found in Database');
- }
+ $insurer_data = $this->insurerModel->where('is_active', 1)->findAll();
+ $insurer_branch_data = $this->insurerBranchModel->where('is_active', 1)->findAll();
+ $pt_data = $this->policyTransactionModel->where('is_active', 1)->findAll();
+ $user_data = $this->userModel->where('is_active', 1)->findAll();
+ $agent_data = db_connect()->table('partner_agent')->where('is_active', 1)->get()->getResultArray();
+ $pos_data = db_connect()->table('partner_pos')->where('is_active', 1)->get()->getResultArray();
+ $rto_master = db_connect()->table('rto_master')->where('is_active', 1)->get()->getResultArray();
+ $vehicle_type = db_connect()->table('vehicle_type')->where('is_active', 1)->get()->getResultArray();
+ $nhance_branch_data = db_connect()->table('nhance_branch')->where('is_active', 1)->get()->getResultArray();
- $file_name_with_path = WRITEPATH . "/uploads/bds_dump_excel/" . $file['file_name'];
- //check physical file exist
- if (!file_exists($file_name_with_path)) {
- $message = "Physcial file not found";
- $this->myLogger->logme('error', ($message . ' for file id : ' . $file_id));
- $this->bdsDumpModel->where('id', $file_id)->set(['status' => 'failed', 'reason' => json_encode(['error_summary' => array_count_values([5]), 'error_data' => $message])])->update();
- return array('error_summary' => [5], 'error_data' => $message);
- }
+ //remove header
+ unset($excel_data[0]);
- // get the BDS dump excel colums
- $columns_to_check = $this->bds_bulk_upload_excel_file_column;
- $keys = array_keys($columns_to_check);
- $allowedHighestColumn = end($columns_to_check);
+ try {
+ foreach ($excel_data as $row_key => $row) {
- // Read the excel file
- $excel_data = $this->extractExcelData($file['file_name'], $allowedHighestColumn['col_cell_name']);
- $excel_columns = ($excel_data[0]);
+ //avoid empty rows
+ if (check_row_is_empty_or_null($row)) {
+ break;
+ }
- //remove header
- unset($excel_data[0]);
- // dd($excel_data);
-
- //Store the error data by this structure
- $result = ['error_type' => 1, 'error_summary' => [], 'error_data' => []];
-
- $client_data = $this->clientModel->where('is_active', 1)->where('client_type', 1)->findAll();
- $insurer_data = $this->insurerModel->where('is_active', 1)->findAll();
- $insurer_branch_data = $this->insurerBranchModel->where('is_active', 1)->findAll();
- $vehicle_data = $this->vehicleModel->where('is_active', 1)->findAll();
- $user_data = $this->userModel->where('is_active', 1)->findAll();
- $agent_data = db_connect()->table('partner_agent')->where('is_active', 1)->get()->getResultArray();
- $pos_data = db_connect()->table('partner_pos')->where('is_active', 1)->get()->getResultArray();
- $rto_master = db_connect()->table('rto_master')->where('is_active', 1)->get()->getResultArray();
- $vehicle_type_data = db_connect()->table('vehicle_type')->where('is_active', 1)->get()->getResultArray();
- $nhance_branch_data = db_connect()->table('nhance_branch')->where('is_active', 1)->get()->getResultArray();
-
- try {
-
- $pt_ids = [];
- foreach ($excel_data as $row_key => $row) {
-
- //avoid empty rows
- if (check_row_is_empty_or_null($row)) {
- break;
- }
-
- $vehicle_number = trim($row[2]);
- $vehicle_type = trim($row[3]);
- $client_name = trim($row[5]);
- $client_email = trim($row[6]);
-
- $insurer_short_name = trim($row[7]);
- $insurer_branch_code = trim($row[8]);
- $salse_generated_by = trim($row[13]);
- $serviced_by = trim($row[14]);
- $agent_code = trim($row[15]);
- $nhance_branch = trim($row[1]);
+ $insurers = [];
+ foreach ($row as $col_key => $col)
+ {
+ $is_mandatory = $columns_to_check[$keys[$col_key]]['is_mandatory'];
+ $format = $columns_to_check[$keys[$col_key]]['format'];
+ $data_type = $columns_to_check[$keys[$col_key]]['data_type'];
+ $allowed_values = $columns_to_check[$keys[$col_key]]['allowed_values'];
+ $custom_function = isset($columns_to_check[$keys[$col_key]]['custom']) ? $columns_to_check[$keys[$col_key]]['custom'] : null;
+ $binding_params = isset($columns_to_check[$keys[$col_key]]['params']) ? $columns_to_check[$keys[$col_key]]['params'] : null;
- $policy_no = trim($row[4]);
- $policy_issue_date = trim($row[9]);
- $policy_start_date = trim($row[10]);
- $policy_end_date = trim($row[11]);
- $revenue_type = trim($row[12]);
-
- $base_premium = trim($row[16]);
- $non_commission_premium_amount = trim($row[17]);
- $tp_premium = trim($row[18]);
- $igst = trim($row[19]);
- $cgst = trim($row[20]);
- $sgst = trim($row[21]);
- $stamp_duty = trim($row[22]);
- // $total = trim($row[23]);
- $agreed_amount = trim($row[23]);
- $agreed_bp_percentage = trim($row[24]);
- $agreed_tp_percentage = trim($row[25]);
- // $actual_bp_amount = trim($row[27]);
- // $actual_tp_amount = trim($row[28]);
- // $actual_bp_percentage = trim($row[29]);
- // $actual_tp_percentage = trim($row[30]);
- // $actual_bp_brokerage_amount = trim($row[31]);
- // $actual_tp_brokerage_amount = trim($row[32]);
- // $expected_amount = trim($row[33]);
- // $rewards = trim($row[34]);
- $actual_bp_amount = 0;
- $actual_tp_amount = 0;
- $actual_bp_percentage = 0;
- $actual_tp_percentage = 0;
- $actual_bp_brokerage_amount = 0;
- $actual_tp_brokerage_amount = 0;
- $expected_amount = 0;
- $rewards = 0;
-
- $calculation = calculateMotorPolicyAmounts([
- 'base_premium' => trim($row[16]),
- 'non_commission_premium_amount' => trim($row[17]),
- 'tp_premium' => trim($row[18]),
- 'igst' => trim($row[19]),
- 'cgst' => trim($row[20]),
- 'sgst' => trim($row[21]),
- 'stamp_duty' => trim($row[22]),
- 'agreed_amount' => trim($row[23]),
- 'agreed_bp_percentage' => trim($row[24]),
- 'agreed_tp_percentage' => trim($row[25]),
- 'standard_bp_percentage' => 15.00,
- 'standard_tp_percentage' => 2.5
- ]);
-
- log_message('error', 'Motor Policy Calculation: ' . json_encode($calculation));
+ $column_dispaly_name = $columns_to_check[$keys[$col_key]]['col_name'];
+ $column_index = $columns_to_check[$keys[$col_key]]['col_idx'];
+ $column_cell = $columns_to_check[$keys[$col_key]]['col_cell_name'];
- $current_insurer_data = check_insurer_exist($row, $insurer_data)['insurer'] ?? null;
- $current_insurer_branch_data = check_insurer_branch_exist($row, $insurer_branch_data, $current_insurer_data)['branch'] ?? null;
-
- $current_nhance_branch = check_nhance_branch($row, $nhance_branch_data)['branch'] ?? null;
- // $current_agent_data = check_agent_exist($row, $agent_data)['agent'] ?? null;
- $current_agent_data = check_agent_exist($row, $pos_data)['agent'] ?? null;
-
- $salse = check_user_exist($row, 13, $user_data)['user'] ?? null;
- $service = check_user_exist($row, 14, $user_data)['user'] ?? null;
-
- $gst_amt = calculate_gst_amount($row) ?? null;
-
- // get the client and vehicle id
- $vehicle_and_client_ids = $this->getClientAndVehicleId($row, $vehicle_data, $client_data, $rto_master, $vehicle_type_data);
- $vehicle_id = $vehicle_and_client_ids['vehicle_id'] ?? null;
- $client_id = $vehicle_and_client_ids['client_id'] ?? null;
-
- $policy_transaction_data = [
-
- 'issuer' => 2,
- 'issuer_branch' => $salse['nhance_branch_id'] ?? null,
- 'client_id' => $client_id,
- 'policy_type_id' => 8,
- 'insurer_id' => $current_insurer_branch_data['insurer_id'] ?? null,
- 'insurer_branch_id' => $current_insurer_branch_data['id'] ?? null,
- 'policy_no' => $policy_no,
- 'vehicle_id' => $vehicle_id,
- 'issue_type' => 1,
- 'policy_issue_date' => change_date_format($policy_issue_date, 'd/M/Y', 'Y-m-d'),
- 'policy_start_date' => change_date_format($policy_start_date, 'd/M/Y', 'Y-m-d'),
- 'policy_end_date' => change_date_format($policy_end_date, 'd/M/Y', 'Y-m-d'),
- 'action_type' => 'inception',
- 'revenue_type' => $revenue_type,
- 'co_share' => 0,
- 'status' => 'completed',
- 'renewal_date' => change_date_format($policy_end_date, 'd/M/Y', 'Y-m-d'),
- 'policy_holder_name' => $client_name,
- 'month' => change_date_format($policy_issue_date, 'd/M/Y', 'Y-m-d'),
- 'sales_generated_by' => $salse['id'] ?? null,
- 'serviced_by' => $service['id'] ?? null,
- 'salse_person_manager_id' => $salse['rm_id'] ?? null,
- 'service_person_manager_id' => $service['rm_id'] ?? null,
- 'service_person_branch_id' => $service['nhance_branch_id'] ?? null,
- // 'agent_id' => $current_agent_data['id'] ?? null,
- // 'agent_code' => $current_agent_data['agent_code'] ?? null,
- 'pos_id' => $current_agent_data['id'] ?? null,
- 'file_id' => $params['file_id'],
- 'endorsement_no' => null,
- 'client_branch_id' => null,
- 'client_policy_id' => null,
- 'ct_type' => null,
- 'remarks' => null,
-
- ];
-
- $co_share_data = [
-
- 'pt_id' => null,
- 'insurer_id' => $current_insurer_branch_data['insurer_id'] ?? null,
- 'insurer_branch_id' => $current_insurer_branch_data['id'] ?? null,
- 'co_share_type' => 1,
- 'co_share_per' => 100,
-
- 'bp_amt' => $base_premium,
- 'bp_gst_amt' => $calculation['gst_amount'] ?? $gst_amt,
- 'bp_igst' => $igst ,
- 'bp_sgst' => $sgst,
- 'bp_cgst' => $cgst,
-
- 'tp_amt' => $tp_premium,
- 'tp_gst_amt' => 0,
- 'tp_igst' => 0,
- 'tp_sgst' => 0,
- 'tp_cgst' => 0,
-
- 'tep_amt' => 0,
- 'tep_gst_amt' => 0,
- 'tep_igst' => 0,
- 'tep_sgst' => 0,
- 'tep_cgst' => 0,
-
- 'agreed_amt' => $agreed_amount,
- 'agreed_bp_per' => $agreed_bp_percentage,
- 'agreed_tp_per' => $agreed_tp_percentage,
- 'agreed_tep_per' => 0,
-
- 'actual_bp_amt' => $actual_bp_amount,
- 'actual_tp_amt' => $actual_tp_amount,
- 'actual_tep_amt' => 0,
-
- 'actual_bp_per' => $actual_bp_percentage,
- 'actual_tp_per' => $actual_tp_percentage,
- 'actual_tep_per' => 0,
-
- 'actual_bp_brokerage_amt' => $actual_bp_brokerage_amount,
- 'actual_tp_brokerage_amt' => $actual_tp_brokerage_amount,
- 'actual_tep_brokerage_amt' => 0,
-
- 'standerd_bp_per' => 15.00,
- 'standerd_tp_per' => 2.50,
- 'agreed_tep_per' => 0,
-
- 'reward' => $rewards,
- 'variance' => 0,
-
- 'remark' => null,
- 'amount' => $calculation['total_amount'] ?? 0,
- 'stamp_duty' => $stamp_duty,
-
- 'cop_amt' => $base_premium,
- 'cotp_amt' => $tp_premium,
- 'cotep_amt' => 0.00,
-
- 'exp_amt' => $calculation['expected_amount'] ?? $expected_amount,
- 'statement_id' => null,
-
- 'follower_policy_no' => null,
- 'non_comm_per_amt' => $non_commission_premium_amount,
-
- 'pt_policy_issue_date' => change_date_format($policy_issue_date, 'd/M/Y', 'Y-m-d'),
-
- 'file_id' => $params['file_id']
- ];
-
- if(!empty($vehicle_id) && !empty($client_id)){
- $pt_id = $this->policyTransactionModel->insert($policy_transaction_data);
- if($pt_id){
- $co_share_data['pt_id'] = $pt_id;
- $pt_co_share_id = $this->PTCOShareDetailsModel->insert($co_share_data);
-
- $client_policy_insert_data = $this->prepareClientPolicyInsertData($policy_transaction_data);
- $client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
- $this->policyTransactionModel->update($pt_id, ['client_policy_id' => $client_policy_id]);
- $pt_ids[] = $pt_id;
- $this->myLogger->logme('error', "BDS entry successfully added with pt_id : $pt_id, pt_co_share_id : $pt_co_share_id, client_policy_id :$client_policy_id");
-
+ //mandatory check
+ if(is_bool($is_mandatory) && $is_mandatory === true)
+ {
+ if($col == "" || $col == NULL)
+ {
+ array_push($result['error_summary'],1); //push error code for summary
+ $result['error_data'][$row_key][$keys[$col_key]]['col_name'] = $column_dispaly_name; //push column name
+ $result['error_data'][$row_key][$keys[$col_key]]['col_idx'] = $column_index; //push column index
+ $result['error_data'][$row_key][$keys[$col_key]]['error'][] = 'Value is mandatory'; //push exact error desc
}
- }else{
- $this->myLogger->logme('error', 'Skipped......... , vehicle id and client id missing');
}
+ //format check
+ if(isset($format))
+ {
+ $validation = validate_excel_value($col, $data_type, $format, $allowed_values);
+ if (!$validation['status']) {
+ array_push($result['error_summary'], 2);
+
+ $result['error_data'][$row_key][$keys[$col_key]]['col_name'] = $column_dispaly_name;
+ $result['error_data'][$row_key][$keys[$col_key]]['col_idx'] = $column_index;
+ $result['error_data'][$row_key][$keys[$col_key]]['error'][] = $validation['error'];
+ }
+ }
+
+ //allowed values check
+ if(($is_mandatory === true && isset($allowed_values) && is_array($allowed_values)) || (is_array($is_mandatory) && (isset($allowed_values) && is_array($allowed_values))))
+ {
+ if(!in_array((trim($col)),$allowed_values))
+ {
+ array_push($result['error_summary'],3);
+ $result['error_data'][$row_key][$keys[$col_key]]['col_name'] = $column_dispaly_name; //push column name
+ $result['error_data'][$row_key][$keys[$col_key]]['col_idx'] = $column_index; //push column index
+ $result['error_data'][$row_key][$keys[$col_key]]['error'][] = "Value not allowed: Expected ".implode(",",$allowed_values)." and received $col";
+ }
+ }
+
+ //custom function check
+ if(isset($custom_function))
+ {
+ //convert string params into PHP variables
+ // Create an array of variables to pass custom helper funcitons
+ $param_values = [];
+ foreach($binding_params as $bkey => $bparam) { $param_values[] = ($$bparam); }
+ $res = call_user_func_array($custom_function,$param_values);
+ if($res['status'] === false) {
+ array_push($result['error_summary'],4);
+ $result['error_data'][$row_key][$keys[$col_key]]['col_name'] = $column_dispaly_name; //push column name
+ $result['error_data'][$row_key][$keys[$col_key]]['col_idx'] = $column_index; //push column index
+ $result['error_data'][$row_key][$keys[$col_key]]['error'][] = $res['error'];
+ }
+
+ if($res['status'] == true && isset($res['insurer'])){
+ $insurers = $res['insurer'];
+ }
+
+ }
+
+ }//col foreach
+
+ }
+ } catch (\Exception $e) {
+ $errorDetails = [
+ 'error_message' => $e->getMessage(),
+ 'file' => $e->getFile(),
+ 'line' => $e->getLine(),
+ 'stack_trace' => $e->getTraceAsString(),
+ ];
+ $message = "Contact system admin";
+ $this->bdsDumpModel->where('id', $file_id)->set(['status' => 'failed', 'reason' => json_encode(['error_summary' => array_count_values([5]), 'error_data' => $message])])->update();
+ $this->myLogger->logme("error", 'Claim dump file format validation failed due to : ' . json_encode($errorDetails ?? []));
+ return $errorDetails;
+ }
+
+ // return $result;
+
+ if (isset($result['error_summary']) && count($result['error_summary'])) {
+ $result['error_summary'] = array_count_values($result['error_summary']);
+ $status = 'failed';
+ $failure_reason = ((json_encode($result)));
+ $this->bdsDumpModel->where('id', $file_id)->set(['status' => $status, 'reason' => $failure_reason])->update();
+ $this->myLogger->logme("error", '{file_id} uploaded failed', ['file_id' => $file_id]);
+ } else { //trigger next data validation via job queue server
+ //proceed next data level validation in JOB queue
+ $r = Jobs::addJob(['job_name' => 'insertBulkBdsData', 'payload' => ['file_id' => $file_id]]);
+ // $response = $this->insertBulkBdsData(['file_id' => $file_id]);
+ }
+
+ return $result;
+ }
+
+ public function insertBulkBdsData($params)
+ {
+ helper('excel_util_helper');
+ $file_id = $params['file_id'];
+ $file = $this->bdsDumpModel->where("id", $file_id)->first();
+
+ $return = [];
+ if (empty($file)) {
+ return array('status' => false, 'message' => 'File not found in Database');
+ }
+
+ $file_name_with_path = WRITEPATH . "/uploads/bds_dump_excel/" . $file['file_name'];
+
+ //check physical file exist
+ if (!file_exists($file_name_with_path)) {
+ $message = "Physcial file not found";
+ $this->myLogger->logme('error', ($message . ' for file id : ' . $file_id));
+ $this->bdsDumpModel->where('id', $file_id)->set(['status' => 'failed', 'reason' => json_encode(['error_summary' => array_count_values([5]), 'error_data' => $message])])->update();
+ return array('error_summary' => [5], 'error_data' => $message);
+ }
+
+ // get the BDS dump excel colums
+ $columns_to_check = $this->bds_bulk_upload_excel_file_column;
+ $keys = array_keys($columns_to_check);
+ $allowedHighestColumn = end($columns_to_check);
+
+ // Read the excel file
+ $excel_data = $this->extractExcelData($file['file_name'], $allowedHighestColumn['col_cell_name']);
+ $excel_columns = ($excel_data[0]);
+
+ //remove header
+ unset($excel_data[0]);
+ // dd($excel_data);
+
+ //Store the error data by this structure
+ $result = ['error_type' => 1, 'error_summary' => [], 'error_data' => []];
+
+ $client_data = $this->clientModel->where('is_active', 1)->where('client_type', 1)->findAll();
+ $insurer_data = $this->insurerModel->where('is_active', 1)->findAll();
+ $insurer_branch_data = $this->insurerBranchModel->where('is_active', 1)->findAll();
+ $vehicle_data = $this->vehicleModel->where('is_active', 1)->findAll();
+ $user_data = $this->userModel->where('is_active', 1)->findAll();
+ $agent_data = db_connect()->table('partner_agent')->where('is_active', 1)->get()->getResultArray();
+ $pos_data = db_connect()->table('partner_pos')->where('is_active', 1)->get()->getResultArray();
+ $rto_master = db_connect()->table('rto_master')->where('is_active', 1)->get()->getResultArray();
+ $vehicle_type_data = db_connect()->table('vehicle_type')->where('is_active', 1)->get()->getResultArray();
+ $nhance_branch_data = db_connect()->table('nhance_branch')->where('is_active', 1)->get()->getResultArray();
+
+ try {
+
+ $pt_ids = [];
+ foreach ($excel_data as $row_key => $row) {
+
+ //avoid empty rows
+ if (check_row_is_empty_or_null($row)) {
+ break;
}
- } catch (\Exception $e) {
- $errorDetails = [
- 'error_message' => $e->getMessage(),
- 'file' => $e->getFile(),
- 'line' => $e->getLine(),
- 'stack_trace' => $e->getTraceAsString(),
+ $vehicle_number = trim($row[2]);
+ $vehicle_type = trim($row[3]);
+ $client_name = trim($row[5]);
+ $client_email = trim($row[6]);
+
+ $insurer_short_name = trim($row[7]);
+ $insurer_branch_code = trim($row[8]);
+ $salse_generated_by = trim($row[13]);
+ $serviced_by = trim($row[14]);
+ $agent_code = trim($row[15]);
+ $nhance_branch = trim($row[1]);
+
+ $policy_no = trim($row[4]);
+ $policy_issue_date = trim($row[9]);
+ $policy_start_date = trim($row[10]);
+ $policy_end_date = trim($row[11]);
+ $revenue_type = trim($row[12]);
+
+ $base_premium = trim($row[16]);
+ $non_commission_premium_amount = trim($row[17]);
+ $tp_premium = trim($row[18]);
+ $igst = trim($row[19]);
+ $cgst = trim($row[20]);
+ $sgst = trim($row[21]);
+ $stamp_duty = trim($row[22]);
+ // $total = trim($row[23]);
+ $agreed_amount = trim($row[23]);
+ $agreed_bp_percentage = trim($row[24]);
+ $agreed_tp_percentage = trim($row[25]);
+ // $actual_bp_amount = trim($row[27]);
+ // $actual_tp_amount = trim($row[28]);
+ // $actual_bp_percentage = trim($row[29]);
+ // $actual_tp_percentage = trim($row[30]);
+ // $actual_bp_brokerage_amount = trim($row[31]);
+ // $actual_tp_brokerage_amount = trim($row[32]);
+ // $expected_amount = trim($row[33]);
+ // $rewards = trim($row[34]);
+ $actual_bp_amount = 0;
+ $actual_tp_amount = 0;
+ $actual_bp_percentage = 0;
+ $actual_tp_percentage = 0;
+ $actual_bp_brokerage_amount = 0;
+ $actual_tp_brokerage_amount = 0;
+ $expected_amount = 0;
+ $rewards = 0;
+
+ $calculation = calculateMotorPolicyAmounts([
+ 'base_premium' => trim($row[16]),
+ 'non_commission_premium_amount' => trim($row[17]),
+ 'tp_premium' => trim($row[18]),
+ 'igst' => trim($row[19]),
+ 'cgst' => trim($row[20]),
+ 'sgst' => trim($row[21]),
+ 'stamp_duty' => trim($row[22]),
+ 'agreed_amount' => trim($row[23]),
+ 'agreed_bp_percentage' => trim($row[24]),
+ 'agreed_tp_percentage' => trim($row[25]),
+ 'standard_bp_percentage' => 15.00,
+ 'standard_tp_percentage' => 2.5
+ ]);
+
+ log_message('error', 'Motor Policy Calculation: ' . json_encode($calculation));
+
+
+ $current_insurer_data = check_insurer_exist($row, $insurer_data)['insurer'] ?? null;
+ $current_insurer_branch_data = check_insurer_branch_exist($row, $insurer_branch_data, $current_insurer_data)['branch'] ?? null;
+
+ $current_nhance_branch = check_nhance_branch($row, $nhance_branch_data)['branch'] ?? null;
+ // $current_agent_data = check_agent_exist($row, $agent_data)['agent'] ?? null;
+ $current_agent_data = check_agent_exist($row, $pos_data)['agent'] ?? null;
+
+ $salse = check_user_exist($row, 13, $user_data)['user'] ?? null;
+ $service = check_user_exist($row, 14, $user_data)['user'] ?? null;
+
+ $gst_amt = calculate_gst_amount($row) ?? null;
+
+ // get the client and vehicle id
+ $vehicle_and_client_ids = $this->getClientAndVehicleId($row, $vehicle_data, $client_data, $rto_master, $vehicle_type_data);
+ $vehicle_id = $vehicle_and_client_ids['vehicle_id'] ?? null;
+ $client_id = $vehicle_and_client_ids['client_id'] ?? null;
+
+ $policy_transaction_data = [
+
+ 'issuer' => 2,
+ 'issuer_branch' => $salse['nhance_branch_id'] ?? null,
+ 'client_id' => $client_id,
+ 'policy_type_id' => 8,
+ 'insurer_id' => $current_insurer_branch_data['insurer_id'] ?? null,
+ 'insurer_branch_id' => $current_insurer_branch_data['id'] ?? null,
+ 'policy_no' => $policy_no,
+ 'vehicle_id' => $vehicle_id,
+ 'issue_type' => 1,
+ 'policy_issue_date' => change_date_format($policy_issue_date, 'd/M/Y', 'Y-m-d'),
+ 'policy_start_date' => change_date_format($policy_start_date, 'd/M/Y', 'Y-m-d'),
+ 'policy_end_date' => change_date_format($policy_end_date, 'd/M/Y', 'Y-m-d'),
+ 'action_type' => 'inception',
+ 'revenue_type' => $revenue_type,
+ 'co_share' => 0,
+ 'status' => 'completed',
+ 'renewal_date' => change_date_format($policy_end_date, 'd/M/Y', 'Y-m-d'),
+ 'policy_holder_name' => $client_name,
+ 'month' => change_date_format($policy_issue_date, 'd/M/Y', 'Y-m-d'),
+ 'sales_generated_by' => $salse['id'] ?? null,
+ 'serviced_by' => $service['id'] ?? null,
+ 'salse_person_manager_id' => $salse['rm_id'] ?? null,
+ 'service_person_manager_id' => $service['rm_id'] ?? null,
+ 'service_person_branch_id' => $service['nhance_branch_id'] ?? null,
+ // 'agent_id' => $current_agent_data['id'] ?? null,
+ // 'agent_code' => $current_agent_data['agent_code'] ?? null,
+ 'pos_id' => $current_agent_data['id'] ?? null,
+ 'file_id' => $params['file_id'],
+ 'endorsement_no' => null,
+ 'client_branch_id' => null,
+ 'client_policy_id' => null,
+ 'ct_type' => null,
+ 'remarks' => null,
+
];
- $message = "Contact system admin";
- $this->bdsDumpModel->where('id', $file_id)->set(['status' => 'failed', 'reason' => json_encode(['error_summary' => array_count_values([5]), 'error_data' => $message])])->update();
- $this->myLogger->logme("error", 'Claim dump file format validation failed due to : ' . json_encode($errorDetails ?? []));
- return $errorDetails;
- }
- // return $result;
+ $co_share_data = [
- if (isset($result['error_summary']) && count($result['error_summary'])) {
- $result['error_summary'] = array_count_values($result['error_summary']);
- $status = 'failed';
- $failure_reason = ((json_encode($result)));
- $this->bdsDumpModel->where('id', $file_id)->set(['status' => $status, 'reason' => $failure_reason])->update();
- $this->myLogger->logme("error", '{file_id} uploaded failed', ['file_id' => $file_id]);
- } else{
- $result = count($pt_ids);
- $status = 'success';
- $failure_reason = ((json_encode($result)));
- $this->bdsDumpModel->where('id', $file_id)->set(['status' => $status, 'reason' => $failure_reason])->update();
- $this->myLogger->logme("error", '{file_id} uploaded success', ['file_id' => $file_id]);
- }
+ 'pt_id' => null,
+ 'insurer_id' => $current_insurer_branch_data['insurer_id'] ?? null,
+ 'insurer_branch_id' => $current_insurer_branch_data['id'] ?? null,
+ 'co_share_type' => 1,
+ 'co_share_per' => 100,
- return $result;
- }
+ 'bp_amt' => $base_premium,
+ 'bp_gst_amt' => $calculation['gst_amount'] ?? $gst_amt,
+ 'bp_igst' => $igst ,
+ 'bp_sgst' => $sgst,
+ 'bp_cgst' => $cgst,
- public function extractExcelData($file_name, $highestColumn)
- {
- // $file_name = "claims_dump_form_client.xlsx";
- // Load the Excel file
- $file_name_with_path = WRITEPATH . "/uploads/bds_dump_excel/" . $file_name;
- $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
- $worksheet = $spreadsheet->getActiveSheet();
+ 'tp_amt' => $tp_premium,
+ 'tp_gst_amt' => 0,
+ 'tp_igst' => 0,
+ 'tp_sgst' => 0,
+ 'tp_cgst' => 0,
- // Get the highest row and column numbers
- $highestRow = $worksheet->getHighestDataRow();
- // $highestColumn = $worksheet->getHighestDataColumn();
- // dd($highestRow, $highestColumn);
+ 'tep_amt' => 0,
+ 'tep_gst_amt' => 0,
+ 'tep_igst' => 0,
+ 'tep_sgst' => 0,
+ 'tep_cgst' => 0,
- // Get header row (assuming headers are in row 1)
- // $headerRow = $worksheet->rangeToArray('A1:' . $highestColumn . '1', null, true, false)[0];
- $excel_data = $worksheet->rangeToArray('A1:' . $highestColumn . $highestRow);
- // print_rr($excel_data); die;
+ 'agreed_amt' => $agreed_amount,
+ 'agreed_bp_per' => $agreed_bp_percentage,
+ 'agreed_tp_per' => $agreed_tp_percentage,
+ 'agreed_tep_per' => 0,
- //Sanitize the excel data
- $excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
- // dd($excel_data);
+ 'actual_bp_amt' => $actual_bp_amount,
+ 'actual_tp_amt' => $actual_tp_amount,
+ 'actual_tep_amt' => 0,
- // dd($data);
- return $excel_data;
- }
+ 'actual_bp_per' => $actual_bp_percentage,
+ 'actual_tp_per' => $actual_tp_percentage,
+ 'actual_tep_per' => 0,
- public function getBdsBulkUploadExcelErrorData($file_id)
- {
- try {
+ 'actual_bp_brokerage_amt' => $actual_bp_brokerage_amount,
+ 'actual_tp_brokerage_amt' => $actual_tp_brokerage_amount,
+ 'actual_tep_brokerage_amt' => 0,
- $file = $this->bdsDumpModel->where('id', $file_id)->first();
- $error_data = json_decode($file['reason']);
- // dd($error_data);
+ 'standerd_bp_per' => 15.00,
+ 'standerd_tp_per' => 2.50,
+ 'agreed_tep_per' => 0,
- $file_name_with_path = WRITEPATH . "/uploads/bds_dump_excel/" . $file['file_name'];
- // Kint::dump(file_exists($file_name_with_path)); die;
+ 'reward' => $rewards,
+ 'variance' => 0,
- //check the file exist or not
- if (!file_exists($file_name_with_path)) {
- $error_message = "File not found";
- $this->myLogger->logme('error', ($error_message . ' for file id ' . $file_id));
- return 0;
+ 'remark' => null,
+ 'amount' => $calculation['total_amount'] ?? 0,
+ 'stamp_duty' => $stamp_duty,
+
+ 'cop_amt' => $base_premium,
+ 'cotp_amt' => $tp_premium,
+ 'cotep_amt' => 0.00,
+
+ 'exp_amt' => $calculation['expected_amount'] ?? $expected_amount,
+ 'statement_id' => null,
+
+ 'follower_policy_no' => null,
+ 'non_comm_per_amt' => $non_commission_premium_amount,
+
+ 'pt_policy_issue_date' => change_date_format($policy_issue_date, 'd/M/Y', 'Y-m-d'),
+
+ 'file_id' => $params['file_id']
+ ];
+
+ if(!empty($vehicle_id) && !empty($client_id)){
+ $pt_id = $this->policyTransactionModel->insert($policy_transaction_data);
+ if($pt_id){
+ $co_share_data['pt_id'] = $pt_id;
+ $pt_co_share_id = $this->PTCOShareDetailsModel->insert($co_share_data);
+
+ $client_policy_insert_data = $this->prepareClientPolicyInsertData($policy_transaction_data);
+ $client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
+ $this->policyTransactionModel->update($pt_id, ['client_policy_id' => $client_policy_id]);
+ $pt_ids[] = $pt_id;
+ $this->myLogger->logme('error', "BDS entry successfully added with pt_id : $pt_id, pt_co_share_id : $pt_co_share_id, client_policy_id :$client_policy_id");
+
+ }
+ }else{
+ $this->myLogger->logme('error', 'Skipped......... , vehicle id and client id missing');
}
- $columns_to_check = $this->bds_bulk_upload_excel_file_column;
- $allowedHighestColumn = end($columns_to_check);
- // Kint::dump($columns_to_check); die;
-
- $excel_data = $this->extractExcelData($file['file_name'], $allowedHighestColumn['col_cell_name']);
- $excelErrorData['excel_header'] = $excel_data[0];
- unset($excel_data[0]);
-
- // Kint::dump($excel_data); die;
- if ($error_data->error_type == 1) {
-
- $finalArray = [];
- foreach ($error_data->error_data as $key => $value) {
- foreach ($value as $key2 => $value2) {
- $error_data = $value2->error;
- $data = ['value' => $excel_data[$key][$value2->col_idx], 'error' => $error_data,];
- $excel_data[$key][$value2->col_idx] = $data;
- }
- array_push($finalArray, $excel_data[$key]);
- }
-
- foreach ($finalArray as $fkey => $value) {
- foreach ($value as $vkey => $arrayData) {
- if (!is_array($arrayData)) {
- $data = ['value' => $arrayData];
- $finalArray[$fkey][$vkey] = $data;
- }
- }
- }
-
- $excelErrorData['excel_data'] = $finalArray;
- return $excelErrorData;
- } else if ($error_data->error_type == 2) {
-
-
- $allErrors = [];
- $typeTowArray = [];
-
- foreach ($error_data->error_data as $index => $item) {
-
- foreach ($item as $field) {
- if (!isset($allErrors[$index])) {
- $allErrors[$index] = [];
- }
- $allErrors[$index] = array_merge($allErrors[$index], $field->error);
- }
- }
-
- // dd(array_keys($allErrors));
- foreach ($allErrors as $key => $value) {
- // echo $key;
- // print_r($value);
- foreach ($excel_data as $excel_data_index => $excel_data_value) {
- if ($excel_data_value[0] == $key) {
- $data = ['value' => $excel_data[$excel_data_index][1], 'error' => $value,];
- $excel_data[$excel_data_index][1] = $data;
- array_push($typeTowArray, $excel_data[$excel_data_index]);
- break;
- }
- }
- }
- // dd($data);
- foreach ($typeTowArray as $fkey => $value) {
- foreach ($value as $vkey => $arrayData) {
- if (!is_array($arrayData)) {
- $data = ['value' => $arrayData];
- $typeTowArray[$fkey][$vkey] = $data;
- }
- }
- }
-
- $excelErrorData['excel_data'] = $typeTowArray;
- return $excelErrorData;
- }
-
- } catch (\Exception $e) {
- // Handle any exceptions
- $errorMessage = $e->getMessage(); //die();
- $this->myLogger->logme('error', $errorMessage);
- return false; // You can return an error response here
}
+
+ } catch (\Exception $e) {
+ $errorDetails = [
+ 'error_message' => $e->getMessage(),
+ 'file' => $e->getFile(),
+ 'line' => $e->getLine(),
+ 'stack_trace' => $e->getTraceAsString(),
+ ];
+ $message = "Contact system admin";
+ $this->bdsDumpModel->where('id', $file_id)->set(['status' => 'failed', 'reason' => json_encode(['error_summary' => array_count_values([5]), 'error_data' => $message])])->update();
+ $this->myLogger->logme("error", 'Claim dump file format validation failed due to : ' . json_encode($errorDetails ?? []));
+ return $errorDetails;
}
- public function getBdsdumpFileErrorData()
- {
- $file_id = $this->request->getGet('file_id');
+ // return $result;
+
+ if (isset($result['error_summary']) && count($result['error_summary'])) {
+ $result['error_summary'] = array_count_values($result['error_summary']);
+ $status = 'failed';
+ $failure_reason = ((json_encode($result)));
+ $this->bdsDumpModel->where('id', $file_id)->set(['status' => $status, 'reason' => $failure_reason])->update();
+ $this->myLogger->logme("error", '{file_id} uploaded failed', ['file_id' => $file_id]);
+ } else{
+ $result = count($pt_ids);
+ $status = 'success';
+ $failure_reason = ((json_encode($result)));
+ $this->bdsDumpModel->where('id', $file_id)->set(['status' => $status, 'reason' => $failure_reason])->update();
+ $this->myLogger->logme("error", '{file_id} uploaded success', ['file_id' => $file_id]);
+ }
+
+ return $result;
+ }
+
+ public function extractExcelData($file_name, $highestColumn)
+ {
+ // $file_name = "claims_dump_form_client.xlsx";
+ // Load the Excel file
+ $file_name_with_path = WRITEPATH . "/uploads/bds_dump_excel/" . $file_name;
+ $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
+ $worksheet = $spreadsheet->getActiveSheet();
+
+ // Get the highest row and column numbers
+ $highestRow = $worksheet->getHighestDataRow();
+ // $highestColumn = $worksheet->getHighestDataColumn();
+ // dd($highestRow, $highestColumn);
+
+ // Get header row (assuming headers are in row 1)
+ // $headerRow = $worksheet->rangeToArray('A1:' . $highestColumn . '1', null, true, false)[0];
+ $excel_data = $worksheet->rangeToArray('A1:' . $highestColumn . $highestRow);
+ // print_rr($excel_data); die;
+
+ //Sanitize the excel data
+ $excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
+ // dd($excel_data);
+
+ // dd($data);
+ return $excel_data;
+ }
+
+ public function getBdsBulkUploadExcelErrorData($file_id)
+ {
+ try {
+
$file = $this->bdsDumpModel->where('id', $file_id)->first();
- if (!isset($file)) {
- return $this->respond(['status' => false, 'code' => 404, 'message' => 'No data found'], 200);
- } else {
- return $this->respond(['status' => true, 'code' => 200, 'data' => $file['reason']], 200);
+ $error_data = json_decode($file['reason']);
+ // dd($error_data);
+
+ $file_name_with_path = WRITEPATH . "/uploads/bds_dump_excel/" . $file['file_name'];
+ // Kint::dump(file_exists($file_name_with_path)); die;
+
+ //check the file exist or not
+ if (!file_exists($file_name_with_path)) {
+ $error_message = "File not found";
+ $this->myLogger->logme('error', ($error_message . ' for file id ' . $file_id));
+ return 0;
}
- }
- public function getBdsDumpExcelFileErrors($file_id)
- {
- // Render views and capture output
- $result = $this->getBdsBulkUploadExcelErrorData($file_id) ?? [];
- // dd($result);
+ $columns_to_check = $this->bds_bulk_upload_excel_file_column;
+ $allowedHighestColumn = end($columns_to_check);
+ // Kint::dump($columns_to_check); die;
- if ($result != 0) {
+ $excel_data = $this->extractExcelData($file['file_name'], $allowedHighestColumn['col_cell_name']);
+ $excelErrorData['excel_header'] = $excel_data[0];
+ unset($excel_data[0]);
- $result['file_id'] = $file_id;
- echo view('excel_errors', $result);
- } else if ($result == 0) {
+ // Kint::dump($excel_data); die;
+ if ($error_data->error_type == 1) {
- $data['message'] = 'File Not Found Physically';
- return view('errors/404', $data);
- } else {
-
- echo view('errors/html/production');
- }
- }
-
- public function getClientAndVehicleId($row, $vehicle_data, $client_data, $rto_master, $vehicle_type_data)
- {
- $vehicle_number = trim($row[2]);
- $client_name = trim($row[5]);
- $client_email = trim($row[6]);
-
- $vehicle_id = null;
- $client_id = null;
-
- // -------------------------------------------
- // 1. First Stage: Check if vehicle already exists
- // -------------------------------------------
-
- if(strtolower(trim($vehicle_number)) != 'new'){
- foreach ($vehicle_data as $v) {
- if (strcasecmp(trim($v['vehicle_no']), $vehicle_number) === 0) {
- $vehicle_id = $v['id'];
- $client_id = $v['owner'];
- break;
+ $finalArray = [];
+ foreach ($error_data->error_data as $key => $value) {
+ foreach ($value as $key2 => $value2) {
+ $error_data = $value2->error;
+ $data = ['value' => $excel_data[$key][$value2->col_idx], 'error' => $error_data,];
+ $excel_data[$key][$value2->col_idx] = $data;
}
+ array_push($finalArray, $excel_data[$key]);
}
- }
- // -------------------------------------------
- // 2. Second Stage: Vehicle not found -> check client by email
- // -------------------------------------------
- $second_stage_client_id = null;
-
- if (empty($vehicle_id) && empty($client_id)) {
-
- foreach ($client_data as $c) {
- if (strcasecmp(trim($c['email']), $client_email) === 0) {
- $second_stage_client_id = $c['id'];
- break;
+ foreach ($finalArray as $fkey => $value) {
+ foreach ($value as $vkey => $arrayData) {
+ if (!is_array($arrayData)) {
+ $data = ['value' => $arrayData];
+ $finalArray[$fkey][$vkey] = $data;
+ }
}
}
- if (!empty($second_stage_client_id)) {
+ $excelErrorData['excel_data'] = $finalArray;
+ return $excelErrorData;
+ } else if ($error_data->error_type == 2) {
+
+
+ $allErrors = [];
+ $typeTowArray = [];
+
+ foreach ($error_data->error_data as $index => $item) {
+
+ foreach ($item as $field) {
+ if (!isset($allErrors[$index])) {
+ $allErrors[$index] = [];
+ }
+ $allErrors[$index] = array_merge($allErrors[$index], $field->error);
+ }
+ }
+
+ // dd(array_keys($allErrors));
+ foreach ($allErrors as $key => $value) {
+ // echo $key;
+ // print_r($value);
+ foreach ($excel_data as $excel_data_index => $excel_data_value) {
+ if ($excel_data_value[0] == $key) {
+ $data = ['value' => $excel_data[$excel_data_index][1], 'error' => $value,];
+ $excel_data[$excel_data_index][1] = $data;
+ array_push($typeTowArray, $excel_data[$excel_data_index]);
+ break;
+ }
+ }
+ }
+ // dd($data);
+ foreach ($typeTowArray as $fkey => $value) {
+ foreach ($value as $vkey => $arrayData) {
+ if (!is_array($arrayData)) {
+ $data = ['value' => $arrayData];
+ $typeTowArray[$fkey][$vkey] = $data;
+ }
+ }
+ }
+
+ $excelErrorData['excel_data'] = $typeTowArray;
+ return $excelErrorData;
+ }
+
+ } catch (\Exception $e) {
+ // Handle any exceptions
+ $errorMessage = $e->getMessage(); //die();
+ $this->myLogger->logme('error', $errorMessage);
+ return false; // You can return an error response here
+ }
+ }
+
+ public function getBdsdumpFileErrorData()
+ {
+ $file_id = $this->request->getGet('file_id');
+ $file = $this->bdsDumpModel->where('id', $file_id)->first();
+ if (!isset($file)) {
+ return $this->respond(['status' => false, 'code' => 404, 'message' => 'No data found'], 200);
+ } else {
+ return $this->respond(['status' => true, 'code' => 200, 'data' => $file['reason']], 200);
+ }
+ }
+
+ public function getBdsDumpExcelFileErrors($file_id)
+ {
+ // Render views and capture output
+ $result = $this->getBdsBulkUploadExcelErrorData($file_id) ?? [];
+ // dd($result);
+
+ if ($result != 0) {
+
+ $result['file_id'] = $file_id;
+ echo view('excel_errors', $result);
+ } else if ($result == 0) {
+
+ $data['message'] = 'File Not Found Physically';
+ return view('errors/404', $data);
+ } else {
+
+ echo view('errors/html/production');
+ }
+ }
+
+ public function getClientAndVehicleId($row, $vehicle_data, $client_data, $rto_master, $vehicle_type_data)
+ {
+ $vehicle_number = trim($row[2]);
+ $client_name = trim($row[5]);
+ $client_email = trim($row[6]);
+
+ $vehicle_id = null;
+ $client_id = null;
+
+ // -------------------------------------------
+ // 1. First Stage: Check if vehicle already exists
+ // -------------------------------------------
+
+ if(strtolower(trim($vehicle_number)) != 'new'){
+ foreach ($vehicle_data as $v) {
+ if (strcasecmp(trim($v['vehicle_no']), $vehicle_number) === 0) {
+ $vehicle_id = $v['id'];
+ $client_id = $v['owner'];
+ break;
+ }
+ }
+ }
+
+ // -------------------------------------------
+ // 2. Second Stage: Vehicle not found -> check client by email
+ // -------------------------------------------
+ $second_stage_client_id = null;
+
+ if (empty($vehicle_id) && empty($client_id)) {
+
+ foreach ($client_data as $c) {
+ if (strcasecmp(trim($c['email']), $client_email) === 0) {
+ $second_stage_client_id = $c['id'];
+ break;
+ }
+ }
+
+ if (!empty($second_stage_client_id)) {
+
+ // Existing client – Insert vehicle
+ $matched_rto_id = check_rto_data($row, $rto_master);
+ $vehicle_type_id = check_vehicle_type($row, $vehicle_type_data);
+
+ $vehicle_insert = [
+ 'vehicle_no' => $vehicle_number,
+ 'vehicle_type' => $vehicle_type_id['vehicle_type']['id'] ?? null,
+ 'owner' => $second_stage_client_id,
+ 'rto_id' => $matched_rto_id['rto_data']['id'] ?? null,
+ ];
+
+ $vehicle_id = $this->vehicleModel->insert($vehicle_insert);
+ $client_id = $second_stage_client_id;
+ } else {
+
+ // -------------------------------------------
+ // 3. Third Stage: No existing client → Insert new client then insert vehicle
+ // -------------------------------------------
+ $client_insert = [
+ 'client_name' => $client_name,
+ 'short_name' => $client_name,
+ 'email' => $client_email,
+ 'entity_type_id' => 7,
+ 'client_type' => 2,
+ ];
+
+ $client_id = $this->clientModel->insert($client_insert);
+
+ if ($client_id) {
- // Existing client – Insert vehicle
$matched_rto_id = check_rto_data($row, $rto_master);
$vehicle_type_id = check_vehicle_type($row, $vehicle_type_data);
$vehicle_insert = [
'vehicle_no' => $vehicle_number,
'vehicle_type' => $vehicle_type_id['vehicle_type']['id'] ?? null,
- 'owner' => $second_stage_client_id,
+ 'owner' => $client_id,
'rto_id' => $matched_rto_id['rto_data']['id'] ?? null,
];
$vehicle_id = $this->vehicleModel->insert($vehicle_insert);
- $client_id = $second_stage_client_id;
- } else {
-
- // -------------------------------------------
- // 3. Third Stage: No existing client → Insert new client then insert vehicle
- // -------------------------------------------
- $client_insert = [
- 'client_name' => $client_name,
- 'short_name' => $client_name,
- 'email' => $client_email,
- 'entity_type_id' => 7,
- 'client_type' => 2,
- ];
-
- $client_id = $this->clientModel->insert($client_insert);
-
- if ($client_id) {
-
- $matched_rto_id = check_rto_data($row, $rto_master);
- $vehicle_type_id = check_vehicle_type($row, $vehicle_type_data);
-
- $vehicle_insert = [
- 'vehicle_no' => $vehicle_number,
- 'vehicle_type' => $vehicle_type_id['vehicle_type']['id'] ?? null,
- 'owner' => $client_id,
- 'rto_id' => $matched_rto_id['rto_data']['id'] ?? null,
- ];
-
- $vehicle_id = $this->vehicleModel->insert($vehicle_insert);
- }
}
}
-
- return [
- 'client_id' => $client_id,
- 'vehicle_id' => $vehicle_id,
- ];
}
+ return [
+ 'client_id' => $client_id,
+ 'vehicle_id' => $vehicle_id,
+ ];
}
+
+}
diff --git a/app/Controllers/TicketController.php b/app/Controllers/TicketController.php
index 7b4ef595..56842b57 100644
--- a/app/Controllers/TicketController.php
+++ b/app/Controllers/TicketController.php
@@ -1216,37 +1216,51 @@ class TicketController extends BaseController
'claim_type' => ['label' => 'Claim Type','rules' => 'required',
'errors' => ['required' => 'Claim Type is required']
],
- 'hospital_name' => ['label' => 'Hospital Name','rules' => 'required',
- 'errors' => ['required' => 'Hospital Name is required']
+ 'hospital_name' => [
+ 'label' => 'Hospital Name',
+ 'rules' => 'required|regex_match[/^[a-zA-Z0-9\s\-_.\']+$/]',
+ 'errors' => [
+ 'required' => 'Hospital Name is required',
+ 'regex_match' => 'The {field} can only contain letters, numbers, spaces, dashes, underscores, dots, and apostrophes.'
+ ]
],
- 'hospital_address' => ['label' => 'Hospital Address','rules' => 'required',
- 'errors' => ['required' => 'Hospital Address is required']
+ 'hospital_address' => [
+ 'label' => 'Hospital Address',
+ 'rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9\s\-_.,#\/]+$/]',
+ 'errors' => [
+ 'regex_match' => 'The {field} contains invalid characters (Allowed: letters, numbers, spaces, dashes, commas, dots, # and /).'
+ ],
],
- 'hospital_state' => [
- 'label' => 'hospital_State',
- 'rules' => 'required|regex_match[/^[a-zA-Z\s\-]+$/]',
- 'errors' => [
- 'required' => 'Hospital State is required.',
- 'regex_match' => 'Hospital State name can only contain letters, spaces, and hyphens.'
- ]
- ],
- 'hospital_city' => [
- 'rules' => 'required|regex_match[/^[a-zA-Z0-9\s\-]+$/]',
- 'errors' => [
- 'required' => 'Hospital City is required',
- 'regex_match' => 'Hospital City can contain letters, numbers, spaces, and hyphens.'
- ]
- ],
- 'hospital_pin_code' => [
- 'rules' => 'required|numeric|exact_length[6]',
- 'errors' => [
- 'required' => 'Hospital Pincode is required.',
- 'numeric' => 'Hospital Pincode must be digits only.',
- 'exact_length' => 'Hospital Pincode must be exactly 6 digits.'
- ]
- ],
- 'hospital_phone_no' => ['label' => 'Hospital Phone','rules' => 'required|numeric|min_length[10]',
- 'errors' => ['min_length' => 'Phone number too short']
+ 'hospital_state' => [
+ 'label' => 'Hospital State',
+ 'rules' => 'permit_empty|regex_match[/^[a-zA-Z\s\-]+$/]',
+ 'errors' => [
+ 'regex_match' => 'Hospital State name can only contain letters, spaces, and hyphens.'
+ ]
+ ],
+ 'hospital_city' => [
+ 'label' => 'Hospital City', // Added label for consistency
+ 'rules' => 'permit_empty|regex_match[/^[a-zA-Z\s\-]+$/]',
+ 'errors' => [
+ 'regex_match' => 'Hospital City can only contain letters, spaces, and hyphens.'
+ ]
+ ],
+ 'hospital_pin_code' => [
+ 'label' => 'Hospital Pincode',
+ 'rules' => 'permit_empty|numeric|exact_length[6]',
+ 'errors' => [
+ 'numeric' => 'Hospital Pincode must be digits only.',
+ 'exact_length' => 'Hospital Pincode must be exactly 6 digits.'
+ ]
+ ],
+ 'hospital_phone_no' => [
+ 'label' => 'Hospital Phone',
+ 'rules' => 'permit_empty|numeric|min_length[10]|max_length[15]',
+ 'errors' => [
+ 'numeric' => 'Phone number must contain only digits.',
+ 'min_length' => 'Phone number is too short.',
+ 'max_length' => 'Phone number is too long.'
+ ]
],
'doa' => ['label' => 'DOA', 'rules' => 'required',
'errors' => ['required' => 'Date of Admission is required']
@@ -1551,23 +1565,51 @@ class TicketController extends BaseController
'claim_type' => ['label' => 'Claim Type','rules' => 'required',
'errors' => ['required' => 'Claim Type is required']
],
- 'hospital_name' => ['label' => 'Hospital Name','rules' => 'required',
- 'errors' => ['required' => 'Hospital Name is required']
+ 'hospital_name' => [
+ 'label' => 'Hospital Name',
+ 'rules' => 'required|regex_match[/^[a-zA-Z0-9\s\-_.\']+$/]',
+ 'errors' => [
+ 'required' => 'Hospital Name is required',
+ 'regex_match' => 'The {field} can only contain letters, numbers, spaces, dashes, underscores, dots, and apostrophes.'
+ ]
],
- 'hospital_address' => ['label' => 'Hospital Address','rules' => 'required',
- 'errors' => ['required' => 'Hospital Address is required']
+ 'hospital_address' => [
+ 'label' => 'Hospital Address',
+ 'rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9\s\-_.,#\/]+$/]',
+ 'errors' => [
+ 'regex_match' => 'The {field} contains invalid characters (Allowed: letters, numbers, spaces, dashes, commas, dots, # and /).'
+ ],
],
- 'hospital_city' => ['label' => 'Hospital City','rules' => 'required',
- 'errors' => ['required' => 'City is required']
+ 'hospital_state' => [
+ 'label' => 'Hospital State',
+ 'rules' => 'permit_empty|regex_match[/^[a-zA-Z\s\-]+$/]',
+ 'errors' => [
+ 'regex_match' => 'Hospital State name can only contain letters, spaces, and hyphens.'
+ ]
],
- 'hospital_state' => ['label' => 'Hospital State','rules' => 'required',
- 'errors' => ['required' => 'State is required']
+ 'hospital_city' => [
+ 'label' => 'Hospital City', // Added label for consistency
+ 'rules' => 'permit_empty|regex_match[/^[a-zA-Z\s\-]+$/]',
+ 'errors' => [
+ 'regex_match' => 'Hospital City can only contain letters, spaces, and hyphens.'
+ ]
],
- 'hospital_pin_code' => ['label' => 'Hospital Pincode','rules' => 'required|numeric|exact_length[6]',
- 'errors' => ['exact_length' => 'Pincode must be 6 digits']
+ 'hospital_pin_code' => [
+ 'label' => 'Hospital Pincode',
+ 'rules' => 'permit_empty|numeric|exact_length[6]',
+ 'errors' => [
+ 'numeric' => 'Hospital Pincode must be digits only.',
+ 'exact_length' => 'Hospital Pincode must be exactly 6 digits.'
+ ]
],
- 'hospital_phone_no' => ['label' => 'Hospital Phone','rules' => 'required|numeric|min_length[10]',
- 'errors' => ['min_length' => 'Phone number too short']
+ 'hospital_phone_no' => [
+ 'label' => 'Hospital Phone',
+ 'rules' => 'permit_empty|numeric|min_length[10]|max_length[15]',
+ 'errors' => [
+ 'numeric' => 'Phone number must contain only digits.',
+ 'min_length' => 'Phone number is too short.',
+ 'max_length' => 'Phone number is too long.'
+ ]
],
'doa' => ['label' => 'DOA', 'rules' => 'required',
'errors' => ['required' => 'Date of Admission is required']
@@ -3138,11 +3180,12 @@ class TicketController extends BaseController
],
'url.*' => [
'label' => 'URL',
- 'rules' => 'required',
+ 'rules' => 'if_exist|required|regex_match[/^(https?:\/\/)?([\da-z\.-]+)\.([a-z\.]{2,6})([\/\w \.-]*)*\/?$/]',
'errors' => [
- 'required' => 'URL is required',
+ 'required' => 'URL is required.',
+ 'regex_match' => 'The URL format is invalid. Example: www.google.com or https://google.com'
]
- ]
+ ],
];
if (!$this->validate($rules)) {
diff --git a/app/Controllers/UserController.php b/app/Controllers/UserController.php
index 8e3c702b..97ed35bd 100755
--- a/app/Controllers/UserController.php
+++ b/app/Controllers/UserController.php
@@ -114,11 +114,13 @@ class UserController extends AdminController
// Employee Code
// ======================
'emp_code' => [
- 'rules' => 'required|min_length[3]|max_length[15]',
+ 'label' => 'Employee Code',
+ 'rules' => 'required|min_length[3]|max_length[15]|regex_match[/^[a-zA-Z0-9_\-\/]+$/]',
'errors' => [
- 'required' => 'Employee Code is required',
- 'min_length' => 'Employee Code must be at least 3 characters',
- 'max_length' => 'Employee Code cannot exceed 15 characters',
+ 'required' => 'Employee Code is required',
+ 'min_length' => 'Employee Code must be at least 3 characters',
+ 'max_length' => 'Employee Code cannot exceed 15 characters',
+ 'regex_match' => 'Employee Code can only contain letters, numbers, underscores, hyphens, and forward slashes (/).'
]
],
@@ -178,13 +180,10 @@ class UserController extends AdminController
]
],
];
- if (!$this->validate($rules)) {
- return $this->response->setStatusCode(400)->setJSON([
- 'status' => false,
- 'message' => 'Input validation failed',
- 'code' => 400,
- 'errors' => $this->validator->getErrors()
- ]);
+ if (!$this->validate($rules)) {
+ return redirect()->to(base_url('/user/list'))
+ ->withInput()
+ ->with('errors', $this->validator->getErrors());
}
$userData['created_by'] = get_session_userid();
@@ -298,11 +297,13 @@ class UserController extends AdminController
// Employee Code
// ======================
'emp_code' => [
- 'rules' => 'required|min_length[3]|max_length[15]',
+ 'label' => 'Employee Code',
+ 'rules' => 'required|min_length[3]|max_length[15]|regex_match[/^[a-zA-Z0-9_\-\/]+$/]',
'errors' => [
- 'required' => 'Employee Code is required',
- 'min_length' => 'Employee Code must be at least 3 characters',
- 'max_length' => 'Employee Code cannot exceed 15 characters',
+ 'required' => 'Employee Code is required',
+ 'min_length' => 'Employee Code must be at least 3 characters',
+ 'max_length' => 'Employee Code cannot exceed 15 characters',
+ 'regex_match' => 'Employee Code can only contain letters, numbers, underscores, hyphens, and forward slashes (/).'
]
],
@@ -363,12 +364,9 @@ class UserController extends AdminController
],
];
if (!$this->validate($rules)) {
- return $this->response->setStatusCode(400)->setJSON([
- 'status' => false,
- 'message' => 'Input validation failed',
- 'code' => 400,
- 'errors' => $this->validator->getErrors()
- ]);
+ return redirect()->to(base_url('/user/list'))
+ ->withInput()
+ ->with('errors', $this->validator->getErrors());
}
$data = $this->request->getPost();
@@ -845,7 +843,7 @@ class UserController extends AdminController
],
'errors' => [
'required' => 'Retention Rate is required',
- 'regex_match' => 'Retention Rate must be between 0 and 100 with up to 2 decimal places'
+ 'regex_match' => 'Retention Rate must be between 0 to 100 with up to 2 decimal places'
]
],
// ======================
diff --git a/app/Views/UserList.php b/app/Views/UserList.php
index 571ddda9..919e7de1 100755
--- a/app/Views/UserList.php
+++ b/app/Views/UserList.php
@@ -884,12 +884,18 @@ table.dataTable tbody td {
+
+getFlashdata('errors')): ?>
+
+
+
getFlashdata('error')) : ?>
- getFlashdata('error') as $error) : ?>
-
-
\ No newline at end of file
diff --git a/app/Views/drive_file_upload.php b/app/Views/drive_file_upload.php
index c7759622..33f2a6db 100644
--- a/app/Views/drive_file_upload.php
+++ b/app/Views/drive_file_upload.php
@@ -108,11 +108,36 @@ $("#drive_file_upload_form").submit(function(event) {
$('#drive_file_upload_form')[0].reset();
},
- error: function (xhr, status, error) {
- console.error(xhr.responseText);
- console.error(status, error);
+ error:function (xhr) {
+
+ if (xhr.status === 400) {
+ let response = JSON.parse(xhr.responseText);
+ let errorMessages = "";
+ let seenMessages = []; // Array to store unique messages
+ if (response.errors) {
+ $.each(response.errors, function (field, message) {
+ if (!seenMessages.includes(message)) {
+ errorMessages += `• ${message}
`;
+ seenMessages.push(message); // Mark this message as "seen"
+ }
+ });
+ toastr.error(errorMessages, 'Validation Error', { "allowHtml": true });
+ } else {
+ toastr.warning(response.message || 'Validation failed', 'Warning');
+ }
+
+ } else if (xhr.status === 403) {
+ let response = JSON.parse(xhr.responseText);
+ toastr.error(response.message, 'Security Policy');
+ } else if (xhr.status === 500) {
+ toastr.error('Something went wrong . Please try again later.', 'Server Error');
+ } else {
+ toastr.error('An unexpected error occurred. Please try again later.', 'Error');
+ }
+
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
+
}
});
});
diff --git a/app/Views/leads_form_handler.php b/app/Views/leads_form_handler.php
index 2773b0e2..6677520d 100644
--- a/app/Views/leads_form_handler.php
+++ b/app/Views/leads_form_handler.php
@@ -573,7 +573,8 @@ if (isset($selected_lead_type)) {
-
+
+ PDF | Excel (XLSX, XLS) | Images (PNG, JPG)
@@ -638,7 +639,8 @@ if (isset($selected_lead_type)) {
-
+
+ PDF | Excel (XLSX, XLS) | Images (PNG, JPG)